Ziwerengero za Intel zathandizira kutsika kwamitengo ya Micron, WDC ndi NVIDIA

Magawo a Intel adatsika pafupifupi 10% pambuyo pofalitsa lipoti lake la kotala kumapeto kwa sabata, popeza osunga ndalama adakhumudwa ndi kuneneratu kochepa kwa ndalama zapachaka. Chief Executive Robert Swan adakakamizika kuvomereza kuti msika wa data center unali woyipa kuposa zomwe zidanenedweratu mu Januware. Zosungirako zamagulu opangidwa ndi makasitomala chaka chatha zidasokoneza kufunikira kwa zinthu zatsopano mu gawo la seva, ndipo mitengo ya kukumbukira-boma ikupitiriza kugwa. Kuonjezera apo, momwe zinthu ziliri mu chuma cha China sizilimbikitsa chiyembekezo, ndipo chiyembekezo cha kukula kwa msika kugwirizana ndi theka lachiwiri la chaka sichimatsimikizira onse omwe ali ndi ndalama.

gwero Mtundu wa Motley akuti ziwerengero za kotala za Intel zidakulitsa chidaliro chamabizinesi pakukhazikika kwanthawi yayitali kwamavuto pamsika wokumbukira wokhazikika. Kampani ya SK Hynix inali posachedwa Ndiyenera kuvomerezakuti mitengo yamakumbukiro ikutsika kuposa momwe amayembekezeredwa, ndipo ma voliyumu opanga ayenera kuchepetsedwa. Intel nayenso samasonyeza chidaliro kuti pansi zadutsa kale, ndipo ndalama za gawo la DCG pa chaka ziyenera kuchepa ndi 5-6%, monga momwe oyang'anira amayembekezera.

Micron adanenapo kale nkhawa kuti ndalama zomwe zatsala pang'ono kutha mu Meyi zitha kutsika ndi 38%, ndipo zopeza pagawo lililonse zitha kutsika ndi 73%. Pamsonkhano wopereka malipoti wa Marichi, oyang'anira kampaniyo adawonetsa chiyembekezo chakukula kwa gawo la seva mu theka lachiwiri la chaka, koma ngati kufunikira kwa kukumbukira kumakhalabe kwaulesi, mitengo sikhala ndi nthawi yokwera mwachangu.

Magawo a Western Digital Corporation nawonso adatsika ndi 3-4% pambuyo poti Intel's quarterly statistics. Wopanga ma hard drive ndi olimba-state memory atulutsa lipoti lake koyambirira kwa sabata yamawa, koma zoyambira zikuwonetsa kuti ndalama zidzatsika 26% ndipo zopeza pagawo lililonse zidzagwa 86%.

Ngakhale magawo a NVIDIA adatsika pamtengo pafupifupi 5% motsutsana ndi zomwe Intel's pessimism. Wopanga GPU akuyesera kulimbikitsa malo ake mu gawo la data center popereka ma compute accelerator apadera. Ngati kufunikira kwa ma processor a seva kuli kochepa, ndiye kuti ma accelerator a GPU sakhala otchuka kwambiri. Malipoti ovomerezeka a NVIDIA adzasindikizidwa mwezi wamawa wokha, ndipo pakali pano ndalama za kampaniyo zimadalira kwambiri makadi a kanema wamasewera, koma maphunziro okhudzana ndi mitundu yosiyanasiyana adatengedwa kale kwambiri, ndipo chikoka cha gawo la deta pa bizinesi ya kampaniyo. onjezerani pang'onopang'ono.

Source: 3dnews.ru