Ngokungafani nabahlaziyi, abakhiqizi benkumbulo abathambekele kangako ekubeni nemibono engathandeki, futhi kukhona okufanele sikhathazeke ngakho. Cishe engxenyeni yesithathu ka-2018, imakethe yenkumbulo ye-DRAM yaqala ukungena ngokushesha esigabeni sokukhiqiza ngokweqile. Ngaphezu kwalokho, le nqubo yashesha isikhathi eside ngaphambi kokuqala kokunganakwa kwangemva konyaka omusha, okuvame ukuba yisici sekota yokuqala yonyaka omusha ngamunye. Abakhiqizi beseva nabasebenza ngamafu bayeke ukuthenga nokusebenzisa inkumbulo engxenyeni yesine ka-2018. Isimo sabhebhethekiswa ukushoda kwamaphrosesa wedeskithophu ye-Intel, okuqhubekisele phambili nokwandisa amazinga esitoko senkumbulo. Inkumbulo yabonakala ingadingekile emiqulwini eyakhiqizwa ngayo, futhi abakhiqizi be-chip ye-DRAM baqala ukulahlekelwa okukhulu.
Ngokusho kwabahlaziyi, inkumbulo ingase ingabizi kuze kube sekupheleni konyaka noma ngisho nangaphezulu. Abakhiqizi benkumbulo bazama ukuguqula isimo futhi banciphisa ukutshalwa kwezimali ekukhiqizeni. Okungenani engxenyeni yokuqala ka-2019, ukuthengwa kwemishini yezimboni yokukhiqiza ama-chips e-DRAM kuzoncishiswa kakhulu. Abanye abakhiqizi baya phambili futhi, ngokwesibonelo, iMicron, bamise ingxenye yemigqa yabo yokukhiqiza. Lokhu kubizwa ngokukhipha imikhiqizo ngokuhambisana nokulindelwe yimakethe. Lezi zinqubo nezinye intuthuko zithembisa ukubuyisela isidingo sokubusa emakethe yenkumbulo. Ngokusho kwabaphathi beMicron, imakethe yenkumbulo izozinza phakathi kukaJuni no-Agasti walo nyaka. Uma isimo esinjalo siba ngokoqobo, kungcono ukubhekana nokuthuthukiswa kwezinhlelo ezingaphansi zememori ye-PC ngaphambi kwamaphakathi nehlobo.
Ithemba lokuqapha likaMicron ngokushesha kulandela umbiko wemali yenkampani wekota yesibili ka-2019, ophele ngoFebhuwari 28, lithumele amasheya enkampani phezulu ngo-5%. Lezi zindaba ezifanayo zenyuse amasheya e-SK Hynix kanye ne-Samsung. Amasheya enkampani yokuqala akhuphuke ngo-7%, kanti eyesibili akhuphuke ngo-4,3%. Lona akukabi umoya wesibili kubakhiqizi benkumbulo, kodwa kakade kuyinto enhle.
Nokho, izibikezelo zizodwa azikwazi ukondla abatshalizimali. I-Micron ithumele imali engenayo yekota eyeqa okwakulindelwe abahlaziyi. Esikhathini esisuka kuZibandlela wezi-2018 kuya kuFebhuwari 2019, ochwepheshe bebelindele ukuthi iMicron ingenise imali eyizigidi eziyizinkulungwane ezingama-5,3. Eqinisweni, iMicron yenze imali engenayo engu-$5,84 billion. Lokhu kungaphansi kwekota efanayo yonyaka wezimali odlule (bekungu-$7,35 billion) , kodwa kusengcono kunesibikezelo sezibukeli ezizimele. IMicron ikwazile ukuthola umphumela ophakeme kangaka ngokonga okuqinile kanye nokwenza kahle kwezindleko ezinkulu. Le nkampani iphinde ithembise ukuqhubeka nohlelo lokuthenga kabusha amasheya futhi isilungele ukuthenga izibambiso eziyizigidi ezi-2 ngamaRandi ayizigidi ezingama-702. Sekukonke, ngonyaka wezimali ka-2019, iMicron izokwehlisa ukusetshenziswa kwezimali ezinkulu okungenani ngamaRandi ayizigidi ezingama-500 isuka ku-9,5 bhiliyoni iye ku-9 bhiliyoni noma ngaphansi kancane. .
Kwikota elandelayo yezimali, ehlanganisa uMashi, uMbasa kanye noMeyi walo nyaka, iMicron ilindele ukuthi imali engenayo isukela ku-$4,6 billion iye ku-$5.
Source: 3dnews.ru