Imithombo yaseMzantsi Korea ichaza ingxelo engekapapashwa evela kwiqela le-DRAMeXchange le-TrendForce ukuba amaxabiso ekhontrakthi yenkumbulo aqhubeke ehla ngesantya esinqwenelekayo. Ukunyuka kwexabiso eliphezulu kwiitshiphusi ze-DRAM kwenzeka ngoDisemba ka-2017. Emva phaya, iitshiphusi ze-8-Gbit DDR4 zithengiswa nge-9,69 yeedola ngetshiphu nganye. Okwangoku, iingxelo ze-DRAMeXchange, imemori ye-chip efanayo ixabisa i-$ 4,11.
Ngexesha lekota yokuqala ka-2019, inkumbulo ye-DRAM iye yangabizi kakhulu kumndilili ngama-35,2%. Kule nto kufuneka sibulele ukuhla kwemfuno yememori kunye ne-inventory engaphezulu eqokelelweyo. Abahlalutyi abakholelwa ukuba i-surpluses kunye nokuveliswa ngokugqithiseleyo kuya kunqotshwa kwikota yesibini neyesithathu, nangona abavelisi beememori babala ezi nkqubo ezintle kubo ngo-Agasti. Kodwa kukho into emele yoyike. Ingxelo ye-Samsung Electronics kwiinyanga ezintathu zokuqala zalo nyaka ibonakale ilusizi kubanini-zabelo nakubatyali-mali. Inzuzo yokusebenza yeSamsung yonyaka malunga ne-60%, apho inkampani ibeka ityala ikakhulu ekuweni kwamaxabiso ememori. Ngokutsho komthombo, le meko yemicimbi kunye namaxabiso ememori ibakhathaze kakhulu abasemagunyeni beRiphabhliki yaseKorea. Izibonelelo ze-DRAM zenza igalelo lemali ebaluleke kangako kuhlahlo lwabiwo-mali lwelizwe kangangokuba urhulumente waqala kwangoko ukwenza amanyathelo okusindisa imeko yokuthumela ngaphandle.
Kwikota yesibini, iingcali ze-DRAMeXchange zilindele ukuba amaxabiso athengiswayo e-DRAM ehle ukuya kuthi ga kwi-15% kwaye amaxabiso ememori yeseva ehle ukuya kuthi ga kwi-20%. Kwisiqingatha sesibini sonyaka, abahlalutyi basalindele ukuhla kwexabiso lokuhla kwexabiso, elihambelana nokulindela abavelisi beememori. Kuya kuba ngumdla ukubona ukuba ingeniso ye-SK Hynix ihamba njani. Le nkampani ayikaxeleli idatha yomsebenzi kwikota yokuqala yalo nyaka. Silindele ulwazi.
umthombo: 3dnews.ru