Memory mitengo haizodzokeri kukura muhafu yechipiri yegore

• Kuderedza mitengo yendangariro chete hakuna kukwana kudzorera kudiwa pakukura.
• Purofiti yevazhinji vanogadzira ndangariro yakawira mukota yekutanga, uye vamwe vavo vakarasikirwa.
• Dzimwe nyanzvi dziri kutaura zvino kunetseka kuti mitengo yendangariro haizodzokeri mukukura gore rino.

Zvichienderana nemhedzisiro yekota yekutanga, Samsung yakatarisana nekudzikira kwekaviri nehafu mupurofiti, uye zvichipesana neizvi zvakamanikidzwa kunyevera vagovani uye vanoisa mari pachine nguva nezve chiitiko ichi. Samsung's flagship smartphones yakatengeswa zvakanaka, asi mutengo unokurumidza kudonha wendangariro wakanganisa huwandu hwemari. Maitiro akajairika evagadziri vendangariro kudambudziko rekuwedzeredza kudzikisa mavhoriyamu ekugadzira. Hofori yeKorea inotarisira kudzikira kwemitengo yekurangarira yeNAND kumira muhafu yechipiri yegore rino.

SK Hynix yakatarisana nekudzikira kwe65% mubhadharo, uye avhareji mutengo wekutengesa weNAND memory wakadzikira ne32%. Mugadziri weKorea aifanira kusarudza kukwidziridza huwandu hweakagadzirwa ndangariro kuitira kuti amise kugadzirwa kweasina purofiti memory machipi. Kutumirwa kwezvivakwa zvitsva zvekugadzira kwakamiswa kusvika hafu yechipiri yegore. Nekudaro, matanho aya anongodzikisa huwandu hwekugadzira hwesilicon wafers neNAND ndangariro ne10% zvichienzaniswa negore rapfuura.

Micron munaKurume wegore rino vakagovana fungidziro ine tariro, zvinoenderana nekupa uye kudiwa mumusika wekurangarira kunofanirwa kusvika padanho rakaenzana muna Nyamavhuvhu wegore rino. Iyo kambani yave ichirarama mumamiriro ehusterity kwenguva yakareba, izvi zvakabvumira kuti igamuchire mari pamusoro peiyo yekufanotaura, kunyangwe pano pakanga paine kuderera kunooneka kuchienzaniswa nenguva yakafanana gore rapfuura.

Western Digital Corporation, iyo yakagara nhaka yekugadzira zvinhu zveSanDisk, yakapera chikamu chekutanga nekurasikirwa, kunyangwe bhizinesi rayo rakaomarara rakaita zvirinani pane zvaitarisirwa. Iyo purofiti muganho weiyo solid-state memory kugadzirwa yakadonha pamusoro pegore kubva pa55% kusvika 21%. Iyo kambani yakazivisa hurongwa hwekudzikisa solid-state memory kugadzira mavhoriyamu kusvika gumi neshanu muzana mukupera kwegore, asi yakaratidza kutya kwetariro yekuti muindasitiri yese, mavhoriyamu ekugadzira ndangariro achakura neinopfuura makumi matatu muzana panopera. gore.

Solid-state memory mitengo inongodzikira muhafu yechipiri yegore

Sezvinoratidzwa nezvinyorwa DigiTimes Nezve maindasitiri masosi, tarisiro yevatori vechikamu pamusika nezve mukana wekukura mukudiwa kweNAND memory haina kunyatso kufanira. Zvinotendwa zvakanyanya kuti muhafu yechipiri yegore kudiwa kwekuyeuka kunoshandiswa muma smartphones kuchawedzera, uye kudiwa kwekuyeuka kwesevha application kuchawedzera.

NAND mitengo haidzokeri mukukura muhafu yechipiri yegore, sosi inodaro. Vakatosvika padanho rekuganhurana nemutengo kune vakawanda vanogadzira. Muchikamu chekutanga, zvirinani, takaona mhiri kwebhodhi kuti purofiti muchikamu cheNAND chevatambi vemisika mikuru yakadzikira kusvika pa15% kana 20%. Kana mitengo ikaramba ichidonha kota iyi, zvingava zvakakodzera kutaura nezvekurasikirwa pane purofiti.

Iko hakuna zvakare mamiriro ekumutsidzira kudiwa kwendangariro kubva kumusika server server. Mamiriro ezvinhu ari kuwedzera nekusawirirana kwekutengeserana pakati peUnited States neChina. Sekureva kweTaiwanese masosi, kudonha kwemitengo yeyakasimba-state memory kunogona kumira muhafu yechipiri yegore kana kudiwa kubva kumakambani eAmerica anoshanda nzvimbo dzedata kuchidzokera mukukura munaJune kana Chikunguru.

Kunyangwe kudzikira kwemitengo yeNAND ndangariro kukaramba kuchienderera muhafu yechipiri yegore, sekureva kwemutungamiri weSilicon Motion Technology, ichayerwa muzvikamu zvedijiti imwe chete - kutaura zvazviri, inodzikira zvakanyanya zvine chekuita nehafu yekutanga. yegore.

DRAM theatre: kuchiri mangwanani kuti ufare pano, nyanzvi dzinodaro

Sezvinoratidzwa nezvinyorwa Bharoni nekutaura kune zvakataurwa kubva kuCowen analysts, haufanirwe kuvimba nekuchinja kwemaitiro mumitengo ye RAM muhafu yechipiri yegore. Mukuona kwavo, kutenderera kwekuchinja mukugovera uye kudiwa kwekuyeuka hakusati kwapera, uye mitengo haisati yasvika pasi. Mushure mekudzidza saizi yeApril memory stocks muindastiri, vanyori vekufanotaura vanoti ivo vachiri vakakurisa kuti "vashanduke" gore rino. Chikamu chechitatu chekarenda chinogona kunyanya kuoma kune indasitiri.

Ichishandisa muenzaniso wemutengo wemasheya eMicron, nyanzvi dzeMorgan Stanley dzinotaura zvakatonyanya kutadza kufanotaura. Vanotenda kuti mitengo ye RAM haizodzokeri mukukura kwete gore rino chete, asiwo gore rinouya. Pakazosvika pakati pegore, vanotarisira kuti zvinyorwa zvendangariro zvinodarika makore makumi maviri nemashanu. Saizvozvo, Micron haizokwanisa kuwedzera mari kusvika Nyamavhuvhu 25 inosanganisirwa, kana gore remari rekambani rinopera pakarenda yekambani.

Inyanzvi TrendForce kumashure pakupera kwaKurume vakayambira kuti kuderera kwakanyanya kwemitengo yeRAM mukota yekutanga kwaisakwanisa kuita kuti pave nekupora mukudiwa, uye zvaive nani kusamirira kupera kwemari yakasara kusvika chikamu chechitatu. Vakafanotaurawo kuti kudzikira kwemitengo yeRAM kwaizodzikira muchikamu chechitatu.

Source: 3dnews.ru