{"id":109723,"date":"2026-02-17T06:15:11","date_gmt":"2026-02-17T06:15:11","guid":{"rendered":"https:\/\/www.europesays.com\/ee\/109723\/"},"modified":"2026-02-17T06:15:11","modified_gmt":"2026-02-17T06:15:11","slug":"kiibidefitsiit-jatkub-millal-see-kull-loppeda-voiks-ja-kuidas","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ee\/109723\/","title":{"rendered":"Kiibidefitsiit j\u00e4tkub \u2013 millal see k\u00fcll l\u00f5ppeda v\u00f5iks ja kuidas?"},"content":{"rendered":"<p>Sellele j\u00e4rgnes aga valus pohmell: 2022. aastal n\u00f5udlus rauges, laod olid t\u00e4is ja hinnad kukkusid kolinal. See viis olukorrani, kus suured tootjad nagu Samsung k\u00e4rpisid tootmist poole v\u00f5rra ja keegi ei julgenud 2024. aastal uutesse tehastesse investeerida.<\/p>\n<p>N\u00fc\u00fcd, mil tehisintellekti buum on ukse jalaga maha l\u00f6\u00f6nud, on riiulid t\u00fchjad ja uute tehaste ehitamine v\u00f5tab aega v\u00e4hemalt 18 kuud.<\/p>\n<p>Andmekeskuste buum neelab k\u00f5ik<\/p>\n<p>Praegu on maailmas planeerimisel v\u00f5i ehitusj\u00e4rgus ligi 2000 uut andmekeskust. Kui need k\u00f5ik valmivad, kasvab globaalne v\u00f5imekus 20 protsenti. McKinsey prognoosib, et aastaks 2030 kulutavad ettev\u00f5tted sellele valdkonnale <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https:\/\/programs.com\/resources\/data-center-statistics\/\">7 triljonit dollarit<\/a>, millest l\u00f5viosa l\u00e4heb just AI-fookusega keskustele.<\/p>\n<p><img decoding=\"async\" class=\"figure__image\" onclick=\"triggerEvent('articleImageClick', { id: 17451452, focus: 'single-image', focusIndex: '17451452' })\" onkeydown=\"if (event.key === 'Enter') {&#10;        triggerEvent('articleImageClick', { id: 17451452, focus: 'single-image', focusIndex: '17451452' })&#10;        }\" role=\"button\" tabindex=\"0\" data-focus-from=\"single-image\" data-focus-index=\"17451452\" src=\"https:\/\/www.europesays.com\/ee\/wp-content\/uploads\/2026\/02\/17451452t1hd078.jpg\"  onload=\"this.parentElement.classList.remove('figure__image-loading')\" alt=\"HBM-m\u00e4lu \u00fcks \u00abkorrus\u00bb: DRAM-i kiht.\"\/>HBM-m\u00e4lu \u00fcks \u00abkorrus\u00bb: DRAM-i kiht. Foto: Fritzchens Fritz \/ Wikimedia Commons<\/p>\n<p>Suurim v\u00f5itja on siin Nvidia, kelle andmekeskuste \u00e4ri tulu on kasvanud 2019. aasta \u00fchest miljardist 51 miljardini 2025. aasta l\u00f5puks. Nende uusim B300 kiip kasutab kaheksat HBM-m\u00e4lukiipi, millest iga\u00fches on 12 kihti m\u00e4lu. See on justkui p\u00f5hjatu auk, kuhu kogu maailma m\u00e4lutoodang kaob. <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https:\/\/investors.micron.com\/static-files\/8791eb80-8263-4c6f-aa74-fdd03fbbb027\">Micron ennustab<\/a>, et HBM-turg kasvab 2028. aastaks 100 miljardi dollarini \u2013 see on suurem kui kogu m\u00e4luturg oli veel 2024. aastal.<\/p>\n<p>Millal saabub leevendus?<\/p>\n<p>L\u00fchike vastus on selline: varuge kannatust. Kuigi kolm suurt \u2013 Micron, Samsung ja SK Hynix \u2013 ehitavad uusi tehaseid, ei hakka need vilju veel niipea kandma.<\/p>\n<p>Micron avab tehased Singapuris ja Taiwanis 2027. aastal, New Yorgi kompleks aga j\u00f5uab t\u00e4isv\u00f5imsuseni alles 2030. aastal. Samsungi uus tehas L\u00f5una-Koreas Pyeongtaekis peaks alustama 2028. aastal. SK Hynix plaanib uusi HBM-liine 2027. ja 2028. aastaks.<\/p>\n<p>Inteli tegevjuht Lip-Bu Tan m\u00e4rkis hiljutisel <a target=\"_blank\" rel=\"noopener noreferrer nofollow\" href=\"https:\/\/newsroom.cisco.com\/c\/r\/newsroom\/en\/us\/a\/y2026\/m02\/ai-summit.html\">Cisco AI Summitil<\/a> otsekoheselt: \u00abEnne 2028. aastat leevendust ei tule.\u00bb<\/p>\n<p>Isegi kui uued tehased valmivad, ei pruugi hinnad langeda. N\u00f5udlus on t\u00e4itmatu.<\/p>\n<p>Tulevikus v\u00f5ib aga kiipides m\u00e4lukihtide arv kasvada veelgi. HBM4 standard lubab juba 16 kihti ning Samsung on eksperimentaalselt t\u00f5estanud isegi 20-kihilise \u00abm\u00e4lutordi\u00bb v\u00f5imalikkust, kasutades uudset h\u00fcbriid\u00fchendamise tehnoloogiat. Seni aga, kuni uued tehased toodangut v\u00e4ljastama ei hakka, peavad \u00fclej\u00e4\u00e4nud seadmete tootjad leppima m\u00e4lumaailma nappide \u00fclej\u00e4\u00e4kidega.<\/p>\n","protected":false},"excerpt":{"rendered":"Sellele j\u00e4rgnes aga valus pohmell: 2022. aastal n\u00f5udlus rauges, laod olid t\u00e4is ja hinnad kukkusid kolinal. See viis&hellip;\n","protected":false},"author":2,"featured_media":109724,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[80],"tags":[12136,26,27,37,33,35,34,36,31,32,52115,21,43,12315,28,29,95,52113,19,829,15254,25,6007,52114,373,23,24,22,20,30,92,93,94],"class_list":["post-109723","post","type-post","status-publish","format-standard","has-post-thumbnail","category-maailm","tag-andmekeskus","tag-breaking-news","tag-breakingnews","tag-ee","tag-eesti","tag-eesti-keel","tag-estonia","tag-estonian","tag-featured-news","tag-featurednews","tag-hbm","tag-headlines","tag-hinnatous","tag-kiip","tag-latest-news","tag-latestnews","tag-maailm","tag-micron","tag-news","tag-nvidia","tag-pandeemia","tag-populaarseimad-lood","tag-samsung","tag-sk-hynix","tag-tehisintellekt","tag-top-stories","tag-topstories","tag-uldised-uudised","tag-uudised","tag-viimased-uudised","tag-world","tag-world-news","tag-worldnews"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ee\/116084508556383517","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts\/109723","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/comments?post=109723"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts\/109723\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/media\/109724"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/media?parent=109723"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/categories?post=109723"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/tags?post=109723"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}