Imithombo yaseNingizimu Korea icaphuna umbiko ongakashicilelwa ovela eqenjini le-DRAMeXchange le-TrendForce ukuthi izintengo zenkontileka zenkumbulo ziqhubeka nokwehla ngesivinini esifisayo. Ukunyuka kwentengo ephakeme kakhulu yama-chips e-DRAM kwenzeka ngoDisemba 2017. Ngaleso sikhathi, ama-chips angu-8-Gbit DDR4 athengiswa ngo-$9,69 chip ngayinye. Okwamanje, i-DRAMeXchange ibika, i-memory chip efanayo ibiza u-$4,11.
Ngekota yokuqala ka-2019, inkumbulo ye-DRAM ishibhile ngokwesilinganiso ngama-35,2%. Ngalokhu kufanele sibonge ukwehla kwesidingo senkumbulo kanye ne-inventory eyeqile enqwabelene. Abahlaziyi abakholelwa ukuthi imali eyengeziwe kanye nokukhiqiza ngokweqile kuzonqotshwa engxenyeni yesibili neyesithathu, nakuba abakhiqizi benkumbulo bethembele kulezi zinqubo ezinhle kubo ngo-August. Kodwa kukhona okumelwe sikwesabe. Umbiko weSamsung Electronics wezinyanga ezintathu zokuqala zalo nyaka ubonakale udabukisa kubanikazi bamasheya nabatshalizimali. Inzuzo yokusebenza yakwaSamsung yonyaka cishe ngo-60%, inkampani egxeka kakhulu amanani enkumbulo ehlayo. Ngokomthombo, lesi simo samanani enkumbulo sizikhathaze kakhulu iziphathimandla zeRiphabhulikhi yaseKorea. Izimpahla ze-DRAM zifaka izimali ezibalulekile kwisabelomali sezwe kangangokuthi uhulumeni waqala ngokushesha ukwenza izindlela zokusindisa isimo sokuthunyelwa kwempahla kwamanye amazwe.
Ngekota yesibili, ochwepheshe be-DRAMeXchange balindele ukuthi izintengo ze-wholesale ze-DRAM yeselula zehle ngo-15% futhi izintengo zememori yeseva zehle ngo-20%. Engxenyeni yesibili yonyaka, abahlaziyi basalindele ukwehla kwezinga lokwehla kwentengo, okuhambisana nokulindelwe abakhiqizi benkumbulo. Kuzokujabulisa ukubona ukuthi imali engenayo ye-SK Hynix ihamba kanjani. Le nkampani ayikabiki idatha yomsebenzi ngekota yokuqala yalo nyaka. Silindele ulwazi.
Source: 3dnews.ru