{"id":260339,"date":"2026-08-23T17:14:52","date_gmt":"2026-08-23T17:14:52","guid":{"rendered":"https:\/\/www.europesays.com\/lt\/260339\/"},"modified":"2026-08-23T17:14:52","modified_gmt":"2026-08-23T17:14:52","slug":"ddr4-kainos-saus-aukstyn-del-hbm-ir-ddr5-paklausos","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/lt\/260339\/","title":{"rendered":"DDR4 kainos \u0161aus auk\u0161tyn d\u0117l HBM ir DDR5 paklausos"},"content":{"rendered":"<p>Pirk\u0117jai tai pajus jau atsiskaitydami u\u017e prekes. Morgan Stanley dabar teigia, kad senesn\u0117s DRAM atminties, tokios kaip DDR4, laukia smarkus kain\u0173 \u0161uolis, o problema prasideda dar silicio plok\u0161teli\u0173 gamybos ceche.<\/p>\n<p>Konkret\u016bs skai\u010diai: bankas prognozuoja ma\u017edaug 50% DDR4 kain\u0173 \u0161uol\u012f tre\u010di\u0105j\u012f ketvirt\u012f, o po jo, ketvirt\u0105j\u012f 2026 m. ketvirt\u012f, dar apie 10% augim\u0105. SLC NAND perspektyva dar agresyvesn\u0117: prognozuojama, kad per kiekvien\u0105 i\u0161 dviej\u0173 likusi\u0173 met\u0173 ketvir\u010di\u0173 kainos did\u0117s po 50%.<\/p>\n<p>Kur nukreipiamas silicis ir kod\u0117l tai svarbu<\/p>\n<p>Lust\u0173 gamintojai vis daugiau vertingo silicio skiria didesn\u0117s mar\u017eos naujos kartos produktams. HBM, DDR5 ir pa\u017eangi NAND atmintis greitai u\u017eima plok\u0161teli\u0173 gamybos paj\u0117gumus. D\u0117l \u0161io poky\u010dio spaud\u017eiami senesni produktai, kurie vis dar pla\u010diai naudojami ne\u0161iojamuosiuose kompiuteriuose, mar\u0161rutizatoriuose ir nebrangiuose \u012frenginiuose.<\/p>\n<p>HBM ypa\u010d imli resursams. Jai reikia ma\u017edaug tris kartus didesnio plok\u0161tel\u0117s ploto nei standartinei DRAM. I\u0161 dalies taip yra tod\u0117l, kad HBM atminties kristalai kraunami vertikaliai ir sluoksniams sujungti naudojamos per silic\u012f einan\u010dios jungtys, vadinamos TSV. Toks i\u0161d\u0117stymas riboja, kiek l\u0105steli\u0173 telpa vienoje plok\u0161tel\u0117je. HBM paklausa taip pat toliau auga: UBS skai\u010diuoja, kad vien Nvidia 2027 m. gal\u0117t\u0173 sunaudoti apie 25,1 mlrd. gigabit\u0173 HBM i\u0161 numatomos 61,5 mlrd. gigabit\u0173 visos pramon\u0117s pasi\u016blos.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"aspect-ratio:910\/600;\" src=\"https:\/\/cdn.digin.lt\/files\/post\/content\/2026\/08\/lpddr4-ram-made-in-collaboration-with-cxmt-and-gigadevice-910x600jpg.avif\" width=\"910\" height=\"600\"\/><\/p>\n<p>Tuo pat metu DDR5 kainos nerodo joki\u0173 ma\u017e\u0117jimo \u017eenkl\u0173. Bank of America prane\u0161\u0117, kad 24 GB DDR5-5600\/6400 rinkini\u0173 neatid\u0117liotinos kainos rugpj\u016bt\u012f, palyginti su ankstesniu m\u0117nesiu, pakilo 8%, o tai rei\u0161kia 483% augim\u0105, palyginti su ankstesniais metais. Palyginimui, 24 GB DDR5 modulis, kuris 2025 m. viduryje kainavo apie 7,4 \u20ac, dabar art\u0117ja prie ma\u017edaug 43,2 \u20ac.<\/p>\n<p>Tik\u0117tinas visuotinis atminties kain\u0173 spaudimas auk\u0161tyn.<\/p>\n<ul>\n<li>Pasi\u016blos perskirstymas palankus HBM, DDR5 ir pa\u017eangiausiai NAND atmin\u010diai, tod\u0117l ma\u017e\u0117ja DDR4 ir SLC NAND gamyba.<\/li>\n<li>Didesnis plok\u0161teli\u0173 sunaudojimas vienam HBM moduliui ir spar\u010diai auganti \u012f GPU orientuota paklausa dar labiau didina tr\u016bkum\u0105.<\/li>\n<li>Ma\u017emenin\u0117s ir OEM kainos jau atspindi spaudim\u0105 rinkoje; vartotojams skirti atminties rinkiniai per metus smarkiai pabrango.<\/li>\n<\/ul>\n<p>K\u0105 tai rei\u0161kia gamintojams ir pirk\u0117jams? \u012erengini\u0173 gamintojams teks priimti sud\u0117tingesnius tiekimo sprendimus, o produktams, kuriems reikia didesni\u0173 atminties kieki\u0173, tik\u0117tina, augs komplektavimo savikaina. Labiausiai pa\u017eeid\u017eiami bus ma\u017e\u0173 sistem\u0173 ir \u012fterptini\u0173 \u012frengini\u0173 tiek\u0117jai, priklausantys nuo DDR4 arba SLC NAND. Vartotojams poveikis paprastesnis: brangesni atminties atnaujinimai ir galiausiai brangesni \u012frenginiai.<\/p>\n<p>\u012emon\u0117s turi kelias galimas priemones: anks\u010diau sudaryti tiekimo sutartis, pl\u0117sti tiek\u0117j\u0173 s\u0105ra\u0161us, pergalvoti dizain\u0105 ir, kur \u012fmanoma, pereiti prie naujesn\u0117s atminties arba susitaikyti su didesn\u0117mis s\u0105naudomis ir perkelti jas klientams. N\u0117 vienas i\u0161 \u0161i\u0173 pasirinkim\u0173 n\u0117ra lengvas.<\/p>\n<p>Trumpai tariant, atminties rinkos strukt\u016bra pasikeit\u0117. \u0160iandien priimami gamybos sprendimai, teikiant pirmenyb\u0119 HBM, pa\u017eangiai DDR5 ir NAND atmin\u010diai, jau dabar ma\u017eina senesni\u0173 komponent\u0173 pasi\u016bl\u0105. Jei Morgan Stanley skai\u010diai pasitvirtins, poveikis tiekimo grandin\u0117se ir ma\u017emenin\u0117se kainose bus juntamas dar ne vien\u0105 m\u0117nes\u012f.<\/p>\n","protected":false},"excerpt":{"rendered":"Pirk\u0117jai tai pajus jau atsiskaitydami u\u017e prekes. Morgan Stanley dabar teigia, kad senesn\u0117s DRAM atminties, tokios kaip DDR4,&hellip;\n","protected":false},"author":2,"featured_media":260340,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[17],"tags":[37952,81,37947,37950,37948,37949,37,39,36,38,40,23157,35349,37951,46],"class_list":["post-260339","post","type-post","status-publish","format-standard","has-post-thumbnail","category-verslas","tag-atminties-rinka","tag-business","tag-ddr4-kainos","tag-ddr5-kainos","tag-dram-atmintis","tag-hbm-paklausa","tag-lietuva","tag-lietuviu","tag-lithuania","tag-lithuanian","tag-lt","tag-lustu-gamyba","tag-nand-atmintis","tag-slc-nand","tag-verslas"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@lt\/117145955956823417","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/posts\/260339","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=260339"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/posts\/260339\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/media\/260340"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/media?parent=260339"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/categories?post=260339"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lt\/wp-json\/wp\/v2\/tags?post=260339"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}