Ukulandela i-micron, i-Samsung nayo iyahlekisa ukukhulisa amanani entengo ka-15% -30%!

Ngemuva kwamahemuhemu emboni yakamuva lelo mbukiso we-memory chicron ukukhulisa amanani entengo e-DDR4 / DDR5 ngo-20% -30%, ama-Samsung manje anamahemuhemu okukhulisa amanani entengo yememori ngo-15% -30% ku-Q4.

Imithombo ikhombisa i-Samsung ikwazile amaklayenti amakhulu athola amanani entengo e-Dram asuselwa ku-LPDDR4x ne-LPDDR5 / 5x kulindeleke ukuthi akhuphuke ngo-15% -30% noma ngaphezulu ku-Q4.Amanani entengo yenkontileka yemikhiqizo ye-NAMP-based EMMC / UFS kulindeleke ukuthi kwandiswe ngo-5% -10%.Ngaleso sikhathi, umthamo wokukhiqiza wemikhiqizo ehlobene ne-DDR4 - okuzobekwa izigaba - ukubikezela ukufika kuma-20% wamazinga angama-2025 ngo-2026.

Phambilini, imithombo yokuhlinzekwa kwamathempeli iveze ukuthi iMicron yazisa amakhasimende ukumiswa kwesonto elilodwa kumanani entengo yazo yonke imikhiqizo yememori, kanye ne-LPDDR5, kanye nentengo engaba khona ngamanani angama-20% -30%.Ngasekuqaleni kwale nyanga, iSandisk iphinde yamemezela ukwanda okungu-10% kwamanani entengo ye-NAND Flash.

Sekukonke, njengoba izinhlelo zokusebenza ze-AI zandise kusuka ku- "Ukuqeqeshwa" ku- "ukuqeqeshwa" namadivaysi anqenqema, funa ukudinwa amandla aphezulu kanye ne-nand flash kuyaqhubeka ukukhula, okuholela ekutheni kukhule.

Ikakhulu njenge-Samsung, i-SK Hynix, kanye nokukhiqizwa kwe-micron shift kugxile ku-DDR5 ne-HBM ngenkathi kukhipha imigqa ye-DDR4, ukufunwa kwe-DDR4 akuphelanga ngokushesha.Lokhu kuqhutshwe ngentengo eqhubekayo kukhuphuka nge-DDR4 kulo lonke lolu nyaka.

Imithombo yezimboni ikhombisa ukuthi ubuchwepheshe beNanya buye bazuze ekushodani okuqhubekayo kwe-DDR4 Supply, okubikwa ngamanani entengo ye-70% kukota ku-Q3 futhi kulindeleke ukuthi kukhuphuke omunye ngo-50% ku-Q4.I-WinBond Electronics futhi yabona amanani entengo ye-Q3 ekhuphuka amanani angama-60%, ngokunyuswa kwe-Q4 okulindeleke ukuthi afinyelele kuma-80% kuya ku-90% asuselwa ku-q2 lows.Yize imakethe yamabala isebenza ngemuva kwe-Q3 ebukhali ye-rally, amanani entengo yenkontileka agcina umfutho ophakeme.

Mayelana nemikhiqizo yokugcina yeNAND, ukukhula kuqhutshwa ngokufanayo yisidingo se-AI kusuka efwini nasekunqenqemeni lwekhompyutha.Njengamanje, izikhathi zokulethwa kwezikhathi ze-HDDs ephezulu (ama-hard disk drives) zicishe zibe unyaka.Ngenxa yalokho, abakhiqizi besitoreji bathuthukisa ngenkuthalo imikhiqizo ye-SSD ye-NOFREDE, okuhlose ukunciphisa igebe lentengo ngama-HDD kusuka kumahlandla amane kuya kwalesi sikhathi amahlandla amathathu, lapho kukhulisa ukwamukelwa kwamakhasimende.