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变化五：竞争格局从“三足鼎立”到“多元博弈”传统存储行业长期由三星、SK 海力士、美光三家主导 DRAM，三星、铠侠、西部数据、美光、SK 海力士主导 NAND，形成稳定的 “三足鼎立 + 五强割据” 格局，定价权、技术路线、产能节奏高度集中。但 2025—2026 年，随着 AI 需求爆发、先进封装独立成链、本土厂商技术突破，行业正式进入多极竞争的全新博弈阶段。
Backpressure is strict by default. When a buffer is full, writes reject rather than silently accumulating. You can configure alternative policies – block until space is available, drop oldest, drop newest – but you have to choose explicitly. No more silent memory growth.