Kusiyana nevanoongorora, vagadziri vendangariro havanyanyi kutarisika kuostentatious pessimism, uye pane chimwe chinhu chekunetsekana nacho. Mukati mechikamu chechitatu chegore ra2018, musika wekurangarira weDRAM wakatanga kukurumidza kupinda muchikamu chekuwedzera. Uyezve, chiitiko ichi chakawedzera nguva refu kusati kwatanga mushure meGore Idzva kusava nehanya, izvo zvinowanzoita chikamu chekutanga chegore idzva rega rega. Vagadziri veSeva uye Cloud sevhisi vanoshanda vakamira kutenga uye kushandisa ndangariro mukota yechina ye2018. Mamiriro ezvinhu akawedzerwa nekushomeka kweIntel desktop processors, izvo zvakawedzera kuwedzera memory stock mazinga. Memory yakave isingakoshi mumavhoriyamu mayakagadzirwa, uye vagadziri veDRAM chip vakatanga kuunza kurasikirwa kukuru.
Maererano nevanoongorora, ndangariro inogona kudhura kusvika pakupera kwegore kana kunyange kureba. Vagadziri vendangariro vari kuyedza kushandura mamiriro uye vari kuderedza mari mukugadzira. Kanenge muhafu yekutanga ye2019, kutengwa kwemidziyo yemaindasitiri yekugadzira machipisi eDRAM kuchadzikiswa zvakanyanya. Vamwe vagadziri vanoenda mberi uye, semuenzaniso, Micron, vanomisa chikamu chemitsetse yavo yekugadzira. Uku kunonzi kuburitsa zvigadzirwa zvinoenderana nezvinotarisirwa nemusika. Aya maitiro uye zvimwe zviitiko zvinovimbisa kudzosera hutongi hwekuda kumusika wendangariro. Sekureva kweMicron manejimendi, musika wekurangarira uchagadzikana pakati paChikumi naNyamavhuvhu wegore rino. Kana mamiriro akadai akave echokwadi, zviri nani kubata nekusimudzira PC memory subsystems isati yasvika pakati pezhizha.
Tarisiro yaMicron yekuchenjerera nekukasira mushure memari yekambani 2019 yechipiri-kota yemuhoro, iyo yakapera Kukadzi 28, yakatumira zvikamu zvekambani kukwira 5%. Nhau dzakafanana dzakasimudza zvikamu zveSK Hynix uye Samsung. Migove yekambani yekutanga yakakwira ne7%, uye yechipiri ne4,3%. Iyi haisati iri mhepo yechipiri yevagadziri vendangariro, asi yatova chinhu chakanaka.
Nekudaro, kufanotaura chete hakugone kudyisa investor. Micron yakatumira mari yekota yakapfuura zvinotarisirwa nevanoongorora. Munguva kubva muna Zvita 2018 kusvika Kukadzi 2019 zvichisanganisira, nyanzvi dzaitarisira kuti Micron ichaita mari inosvika bhiriyoni 5,3. Muchokwadi, Micron yakaburitsa 5,84 bhiriyoni mumari. , asi zvakadaro zviri nani pane kufanotaura kwevanoona vakazvimirira. Micron yakakwanisa kuwana yakakwira mhedzisiro kuburikidza nekuchengetedza kwakasimba uye optimization yemari yemari. Iyo kambani inovimbisawo kuenderera mberi nechirongwa chekutengazve chikamu uye yakagadzirira kutenga 7,35 miriyoni zvibatiso pamadhora 2 mamirioni. .
Muchikamu chemari chinotevera, chinosanganisira March, April naMay wegore rino, Micron inotarisira mari kubva ku $ 4,6 mabhiriyoni kusvika kumadhora mabhiriyoni 5. Vatariri vemusika vari kutarisira kuona mari shoma shoma kubva kuMicron, pa $ 5,3 mabhiriyoni.
Source: 3dnews.ru