Kontekstas padeda geriau \u012fvertinti mast\u0105: \u201eSamsung\u201c 2026 m. plok\u0161teli\u0173 paj\u0117gumai vertinami nuo 390 000 iki 450 000 per m\u0117nes\u012f, i\u0161 kuri\u0173 apie 150 000 plok\u0161teli\u0173 b\u016bt\u0173 gaminama Kinijoje, o likusi dalis paskirstyta tarp dviej\u0173 gamykl\u0173 Kor\u0117joje. Rinkos dalis \u0161iandien vis dar palankesn\u0117 seniesiems lyderiams, \u201eSamsung\u201c valdo apie 25 procentus, SK Hynix apie 22 procentus, o tarp kit\u0173 svarbi\u0173 \u017eaid\u0117j\u0173 yra \u201eWestern Digital\u201c (\u201eSanDisk\u201c), \u201eMicron\u201c ir \u201eKioxia\u201c.<\/p>\n
Vis d\u0117lto apimtis yra tik dalis istorijos. Didel\u0117 NAND paklausos dalis dabar ateina i\u0161 verslo klas\u0117s SSD kaupikli\u0173, naudojam\u0173 duomen\u0173 centruose. Komerciniai SSD antr\u0105j\u012f ketvirt\u012f sudar\u0117 ma\u017edaug 48 procentus NAND siunt\u0173, o ekspertai tikisi, kad \u0161iemet \u0161i dalis vir\u0161ys 50 procent\u0173, nes ple\u010diasi su dirbtiniu intelektu susijusi infrastrukt\u016bra. YMTC pardavim\u0173 strukt\u016bra labiau krypsta \u012f vartotojams skirtus produktus, tod\u0117l, nepaisant augan\u010di\u0173 siunt\u0173 apim\u010di\u0173, bendrov\u0117 pagal metines pajamas vis dar atsilieka nuo toki\u0173 konkuren\u010di\u0173 kaip \u201eMicron\u201c ir \u201eKioxia\u201c.<\/p>\n
Strategin\u0117s pasekm\u0117s per\u017eengia finansini\u0173 ataskait\u0173 ribas. Didesni Kinijos NAND paj\u0117gumai gali diversifikuoti tiekimo grandines, o tai palanku pirk\u0117jams, ie\u0161kantiems alternatyv\u0173, ta\u010diau kartu kelia klausim\u0173 d\u0117l kain\u0173 spaudimo ir technologini\u0173 gairi\u0173. Ar YMTC pirmenyb\u0119 teiks pigesnei, dideliais kiekiais gaminamai vartotoj\u0173 \u201eflash\u201c atmin\u010diai, ar kils vert\u0117s grandine auk\u0161tyn \u012f didel\u0117s mar\u017eos, verslo klas\u0117s NAND segment\u0105? Atsakymas lems, ar jos kilimas t\u0117ra laikinas apimties \u017eaidimas, ar ilgalaikio i\u0161\u0161\u016bkio nusistov\u0117jusiems lyderiams prad\u017eia.<\/p>\n
Kol kas YMTC trajektorija ai\u0161ki: didinti plok\u0161teli\u0173 gamyb\u0105, tobulinti proces\u0173 technologijas ir toliau ma\u017einti atotr\u016bk\u012f nuo auk\u0161\u010diausio lygio gamintoj\u0173. Investuotojai ir originalios \u012frangos gamintojai tai atid\u017eiai steb\u0117s, nes pasikeit\u0119s tiek\u0117j\u0173 \u017eem\u0117lapis veikia visk\u0105, nuo SSD kain\u0173 iki vietos, kur bus kuriama naujos kartos duomen\u0173 centr\u0173 \u201eflash\u201c atmintis.<\/p>\n
Augant dirbtinio intelekto paj\u0117gumams ir stipr\u0117jant duomen\u0173 centr\u0173 paklausai, i\u0161lieka vienas klausimas: ar YMTC sugeb\u0117s mast\u0105 paversti ilgalaike technologine lygybe ir kartu i\u0161 naujo perkurti atminties rink\u0105?<\/p>\n","protected":false},"excerpt":{"rendered":"Kontekstas padeda geriau \u012fvertinti mast\u0105: \u201eSamsung\u201c 2026 m. plok\u0161teli\u0173 paj\u0117gumai vertinami nuo 390 000 iki 450 000 per…\n","protected":false},"author":2,"featured_media":253847,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[17],"tags":[81,11778,37165,37,39,36,38,40,35349,37163,37164,46,35848],"class_list":["post-253846","post","type-post","status-publish","format-standard","has-post-thumbnail","category-verslas","tag-business","tag-duomenu-centrai","tag-kinijos-puslaidininkiai","tag-lietuva","tag-lietuviu","tag-lithuania","tag-lithuanian","tag-lt","tag-nand-atmintis","tag-nand-flash-gamyba","tag-ssd-rinka","tag-verslas","tag-ymtc"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@lt\/117094432326218665","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/posts\/253846","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/comments?post=253846"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/posts\/253846\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/media\/253847"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/media?parent=253846"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/categories?post=253846"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/tags?post=253846"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}