"We’re reshaping Full Circle to better support skate.’s long-term future," Full Circle says. "These shifts mean making changes to our team structure, and some roles will be impacted. The teammates affected are talented colleagues and friends who helped build the foundation of skate. Their creativity and dedication are deeply ingrained in what players experience today. This decision is not a reflection of their impact and we’re committed to supporting them through this transition."
在一期产能未达预期、尚未实现稳定盈利的情况下，公司便计划新增6万片/月产能，相当于在现有爬坡产能基础上直接扩充50%以上，未来产能消化能力成为首要疑问。
。91视频对此有专业解读
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2/27/26, 2:34 PM EDT: WIRED updated details about Paramount Skydance's deal with Warner Bros. Discovery.
在中端市场，需求呈现稳中有升的产业化格局，核心聚焦两大场景：一是消费电子的迭代升级，智能手机、笔记本电脑等终端逐步淘汰老旧存储配置，DDR5内存、PCIe 4.0 SSD因性价比优势成为主流配置，形成持续的增量需求；二是工业控制、车载存储等工业级场景，这类场景对存储芯片的稳定性、兼容性要求较高，中端存储产品能够精准匹配其需求，成为产业增量的重要支撑。