{"id":163019,"date":"2026-03-02T23:12:38","date_gmt":"2026-03-02T21:12:41","guid":{"rendered":"https:\/\/prohoster.info\/blog\/novosti-interneta\/eshhyo-odna-prichina-pochemu-ssd-dorozhayut-phison-stala-trebovat-predoplatu-za-kontrollery"},"modified":"2026-03-03T12:39:13","modified_gmt":"2026-03-03T10:39:13","slug":"eshhyo-odna-prichina-pochemu-ssd-dorozhayut-phison-stala-trebovat-predoplatu-za-kontrollery","status":"publish","type":"post","link":"https:\/\/prohoster.info\/pl\/blog\/news\/eshhyo-odna-prichina-pochemu-ssd-dorozhayut-phison-stala-trebovat-predoplatu-za-kontrollery","title":{"rendered":"Kolejny pow\u00f3d, dla kt\u00f3rego ceny SSD rosn\u0105: Phison zacz\u0119\u0142a wymaga\u0107 zaliczek na kontrolery","gt_translate_keys":[{"key":"rendered","format":"text"}]},"content":{"rendered":"<p>Kryzys na rynku pami\u0119ci, wywo\u0142any boomem sztucznej inteligencji, dotyka wiele pokrewnych bran\u017c. Producenci pami\u0119ci flash coraz cz\u0119\u015bciej przegl\u0105daj\u0105 ceny kontraktowe oraz wymagaj\u0105 od klient\u00f3w zaliczki na dostaw\u0119 produkt\u00f3w. Podobnie post\u0105pi\u0142 producent kontroler\u00f3w SSD \u2014 firma Phison.<\/p>\n<p><img decoding=\"async\" style=\"display: block; margin: 0 auto;\" src=\"\/wp-content\/uploads\/2026\/03\/4bc68994d06407674451fb5f091c2195.jpg\" alt=\"Kolejny pow\u00f3d, dla kt\u00f3rego ceny SSD rosn\u0105: Phison zacz\u0119\u0142a wymaga\u0107 zaliczek na kontrolery\" \/><\/p>\n<p>Model biznesowy Phison zak\u0142ada dostarczanie partnerom gotowych 'p\u00f3\u0142fabrykat\u00f3w' do produkcji SSD, kt\u00f3re obejmuj\u0105 nie tylko same kontrolery, ale tak\u017ce niezb\u0119dn\u0105 pami\u0119\u0107 flash. Jednak w warunkach niedoboru chip\u00f3w pami\u0119ci firmie zacz\u0119\u0142o by\u0107 trudno pracowa\u0107 na dotychczasowych warunkach. Dlatego jeszcze w zesz\u0142ym miesi\u0105cu, jak donosz\u0105 <a href=\"https:\/\/www.trendforce.com\/news\/2026\/03\/02\/news-taiwans-phison-reportedly-follows-key-suppliers-kioxia-sandisk-with-new-prepayment-policy\/\" target=\"_blank\" rel=\"nofollow noopener\">tajwa\u0144skie media<\/a>, Phison powiadomi\u0142a klient\u00f3w o konieczno\u015bci zaostrzenia polityki w zakresie p\u0142atno\u015bci za produkty.<\/p>\n<p>Teraz Phison wymaga albo pe\u0142nej zaliczki, albo szybkiej p\u0142atno\u015bci za dostaw\u0119. Firma wyja\u015bnia, \u017ce nowa polityka pomo\u017ce jej efektywniej zajmowa\u0107 si\u0119 zakupem materia\u0142\u00f3w potrzebnych do produkcji w\u0142asnych wyrob\u00f3w, a tak\u017ce zwi\u0119kszy\u0107 elastyczno\u015b\u0107 operacyjn\u0105. Boom AI pozwoli\u0142 Phison na koniec stycznia zwi\u0119kszy\u0107 przychody niemal trzykrotnie w skali roku, a o 20% w por\u00f3wnaniu z poprzednim miesi\u0105cem, do rekordowych 331 mln dolar\u00f3w.<\/p>\n<p>Wi\u0119kszo\u015b\u0107 producent\u00f3w NAND, jak zauwa\u017ca Commercial Times, od teraz wymaga od klient\u00f3w zaliczki za dostarczan\u0105 pami\u0119\u0107. Z danych wynika, \u017ce SanDisk teraz oferuje ch\u0119tnym, kt\u00f3rzy chc\u0105 zagwarantowa\u0107 sobie pami\u0119\u0107 w przysz\u0142o\u015bci, dokonanie pe\u0142nej zaliczki na rok lub trzy lata. Kierownictwo SanDisk niedawno potwierdzi\u0142o, \u017ce firma przechodzi do zawierania um\u00f3w d\u0142ugoterminowych z klientami. Tradycyjnie umowy na dostaw\u0119 NAND by\u0142y zawierane na jeden kwarta\u0142. Teoretycznie dostawcy mog\u0105 teraz zawiera\u0107 nawet pi\u0119cioletnie umowy, poniewa\u017c dla tej samej firmy SanDisk klienci obecnie sk\u0142adaj\u0105 zam\u00f3wienia na rok 2028. Jak oczekuje kierownictwo, w bie\u017c\u0105cym roku najwi\u0119kszym rynkiem zbytu NAND stanie si\u0119 segment serwerowy, a tempo jego wzrostu b\u0119dzie waha\u0107 si\u0119 od 25 do 60%.<\/p>\n<p>Zyski japo\u0144skiej firmy Kioxia w pierwszym kwartale bie\u017c\u0105cego roku maj\u0105 wzrosn\u0105\u0107 26-krotnie do 2,2 miliarda dolar\u00f3w, zgodnie z prognozami. Ju\u017c teraz zam\u00f3wienia na dostaw\u0119 pami\u0119ci NAND dla segmentu serwerowego zosta\u0142y z\u0142o\u017cone nie tylko na ca\u0142y nast\u0119pny rok, ale i na 2028 rok. Wydatki kapita\u0142owe na rozszerzenie produkcji pami\u0119ci potrzebnej w segmencie AI Kioxia maj\u0105 w tym roku wzrosn\u0105\u0107 o 24%. Firma skar\u017cy si\u0119 jednocze\u015bnie na wzrost cen pami\u0119ci typu DRAM, kupowanej na w\u0142asne potrzeby. B\u0119dzie musia\u0142a nie tylko poszerzy\u0107 kr\u0105g dostawc\u00f3w, ale tak\u017ce przenie\u015b\u0107 cz\u0119\u015b\u0107 koszt\u00f3w na klient\u00f3w.<\/p>\n<p><strong>\u0179r\u00f3d\u0142o:<\/strong><\/p>\n<ul class=\"related\">\n<li><a title=\"TrendForce\" href=\"http:\/\/www.trendforce.com\/\" target=\"_blank\" rel=\"nofollow noopener\">TrendForce<\/a><\/li>\n<\/ul>\n<p><center><center><\/center><center><\/center><\/center><center><\/center><br \/>\n\u0179r\u00f3d\u0142o: <a rel=\"nofollow\" href=\"https:\/\/3dnews.ru\/1137645\">3dnews.ru<\/a><\/p>","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"excerpt":{"rendered":"<p>\u041a\u0440\u0438\u0437\u0438\u0441 \u043d\u0430 \u0440\u044b\u043d\u043a\u0435 \u043f\u0430\u043c\u044f\u0442\u0438, \u0432\u044b\u0437\u0432\u0430\u043d\u043d\u044b\u0439 \u0431\u0443\u043c\u043e\u043c \u0438\u0441\u043a\u0443\u0441\u0441\u0442\u0432\u0435\u043d\u043d\u043e\u0433\u043e \u0438\u043d\u0442\u0435\u043b\u043b\u0435\u043a\u0442\u0430, \u0437\u0430\u0442\u0440\u0430\u0433\u0438\u0432\u0430\u0435\u0442 \u043c\u043d\u043e\u0433\u0438\u0435 \u0441\u043c\u0435\u0436\u043d\u044b\u0435 \u043e\u0442\u0440\u0430\u0441\u043b\u0438. \u041f\u0440\u043e\u0438\u0437\u0432\u043e\u0434\u0438\u0442\u0435\u043b\u0438 \u0442\u0432\u0435\u0440\u0434\u043e\u0442\u0435\u043b\u044c\u043d\u043e\u0439 \u043f\u0430\u043c\u044f\u0442\u0438 \u0441\u0442\u0430\u043b\u0438 \u0447\u0430\u0449\u0435 \u043f\u0435\u0440\u0435\u0441\u043c\u0430\u0442\u0440\u0438\u0432\u0430\u0442\u044c \u043a\u043e\u043d\u0442\u0440\u0430\u043a\u0442\u043d\u044b\u0435 \u0446\u0435\u043d\u044b, \u0430 \u0442\u0430\u043a\u0436\u0435 \u0442\u0440\u0435\u0431\u043e\u0432\u0430\u0442\u044c \u043e\u0442 \u043a\u043b\u0438\u0435\u043d\u0442\u043e\u0432 \u043f\u0440\u0435\u0434\u043e\u043f\u043b\u0430\u0442\u0443 \u0437\u0430 \u043f\u043e\u0441\u0442\u0430\u0432\u043a\u0443 \u043f\u0440\u043e\u0434\u0443\u043a\u0446\u0438\u0438. \u0410\u043d\u0430\u043b\u043e\u0433\u0438\u0447\u043d\u044b\u043c \u043e\u0431\u0440\u0430\u0437\u043e\u043c \u043f\u043e\u0441\u0442\u0443\u043f\u0438\u043b \u0438 \u0440\u0430\u0437\u0440\u0430\u0431\u043e\u0442\u0447\u0438\u043a \u043a\u043e\u043d\u0442\u0440\u043e\u043b\u043b\u0435\u0440\u043e\u0432 \u0434\u043b\u044f SSD \u2014 \u043a\u043e\u043c\u043f\u0430\u043d\u0438\u044f Phison. \u041c\u043e\u0434\u0435\u043b\u044c \u0431\u0438\u0437\u043d\u0435\u0441\u0430 Phison \u043f\u0440\u0435\u0434\u043f\u043e\u043b\u0430\u0433\u0430\u0435\u0442, \u0447\u0442\u043e \u043e\u043d\u0430 \u043f\u043e\u0441\u0442\u0430\u0432\u043b\u044f\u0435\u0442 \u043f\u0430\u0440\u0442\u043d\u0451\u0440\u0430\u043c \u0433\u043e\u0442\u043e\u0432\u044b\u0435 \u00ab\u043f\u043e\u043b\u0443\u0444\u0430\u0431\u0440\u0438\u043a\u0430\u0442\u044b\u00bb \u0434\u043b\u044f \u0432\u044b\u043f\u0443\u0441\u043a\u0430 SSD, \u043a\u043e\u0442\u043e\u0440\u044b\u0435 \u0432\u043a\u043b\u044e\u0447\u0430\u044e\u0442 [&hellip;]<\/p>\n","protected":false,"gt_translate_keys":[{"key":"rendered","format":"html"}]},"author":8,"featured_media":163020,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[702],"tags":[],"class_list":["post-163019","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.1.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u041a\u0440\u0438\u0437\u0438\u0441 \u043d\u0430 \u0440\u044b\u043d\u043a\u0435 \u043f\u0430\u043c\u044f\u0442\u0438, \u0432\u044b\u0437\u0432\u0430\u043d\u043d\u044b\u0439 \u0431\u0443\u043c\u043e\u043c \u0438\u0441\u043a\u0443\u0441\u0441\u0442\u0432\u0435\u043d\u043d\u043e\u0433\u043e \u0438\u043d\u0442\u0435\u043b\u043b\u0435\u043a\u0442\u0430, 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