其中头部厂商正从“价格协同” 转向 “技术卡位”：三星、SK 海力士、美光已放弃低端价格战，全面转向HBM、高端 DDR5、企业级 SSD、高堆叠 NAND等高毛利赛道。铠侠、西部数据在 3D NAND 领域持续深耕，聚焦BiCS、XL-Flash架构优化，主攻数据中心大容量存储与消费级高端市场；国产存储厂商凭借成熟工艺与差异化架构，正式进入全球主流通路。
Laura CressTechnology reporter
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Intrinsic was started in 2021 as an Alphabet "Other Bets" project, part of a portfolio of high-risk and potentially high-payoff startups, Waymo among them. The project will now run as a "distinct group" within Google where it will leverage Gemini and Google Cloud while working closely with the Google DeepMind team.