Ra\u017eot\u0101ju strat\u0113\u0123ija: samazin\u0101t pied\u0101v\u0101jumu, palielin\u0101t pe\u013c\u0146u<\/p>\n
NAND zibatmi\u0146as ra\u017eot\u0101ji, tostarp t\u0101di giganti k\u0101 Samsung Electronics un SK hynix, strat\u0113\u0123iski samazina savu produktu ra\u017eo\u0161anas apjomus. \u0160\u012b taktika tiek \u012bstenota, neraugoties uz strauji pieaugo\u0161o piepras\u012bjumu, ko veicina m\u0101ksl\u012bg\u0101 intelekta (MI) tehnolo\u0123iju att\u012bst\u012bba, un resursu novirz\u012b\u0161anu uz ienes\u012bg\u0101kaj\u0101m DRAM atmi\u0146as l\u012bnij\u0101m. Ra\u017eot\u0101ji cer, ka \u0161\u0101di so\u013ci rad\u012bs m\u0101ksl\u012bgu defic\u012btu, kas \u013caus sasniegt l\u012bdz\u012bgu rentabilit\u0101ti k\u0101 DRAM tirg\u016b.<\/p>\n
Komp\u0101nijas, kas kontrol\u0113 vair\u0101k nek\u0101 60% pasaules NAND tirgus, ir samazin\u0101ju\u0161as izlaides apjomus, pat paredzot pat\u0113ri\u0146a pieaugumu l\u012bdz 115,2 miljoniem terabaitu l\u012bdz 2027. gadam. \u0160\u0101das darb\u012bbas veicina risku rad\u012bt pat\u0113r\u0113t\u0101ju segmentam defic\u012btu un izrais\u012bt cenu l\u0113cienu.<\/p>\n
MI buma un resursu konkur\u0113jo\u0161\u0101 ietekme<\/p>\n
MI jomas a\u017eiot\u0101\u017ea liek uz\u0146\u0113mumiem maksim\u0101li palielin\u0101t ien\u0101kumus. NAND un DRAM atmi\u0146as da\u013c\u0113ji izmanto tos pa\u0161us pieg\u0101d\u0101t\u0101jus un konkur\u0113 par ra\u017eo\u0161anas resursiem. P\u0113t\u012bjumu komp\u0101nijas IDC prognozes liecina, ka NAND pieg\u0101des pieauguma temps \u0161ogad b\u016bs aptuveni 17%, kas ir zem\u0101ks nek\u0101 vid\u0113jais r\u0101d\u012bt\u0101js p\u0113d\u0113jos gados.<\/p>\n
P\u0113c izp\u0113tes firmas Omdia datiem, Samsung Electronics ir samazin\u0101jusi NAND pl\u0101k\u0161\u0146u ra\u017eo\u0161anas pl\u0101nu no 4,9 miljoniem vien\u012bbu pag\u0101ju\u0161aj\u0101 gad\u0101 l\u012bdz 4,68 miljoniem \u0161ogad. Tas ir zem\u0101ks r\u0101d\u012bt\u0101js pat p\u0113c pag\u0101ju\u0161\u0101 gada ra\u017eo\u0161anas samazin\u0101juma, kas tika veikts, rea\u0123\u0113jot uz iev\u0113rojamo NAND rentabilit\u0101tes kritumu 2024. gad\u0101. SK hynix prognoz\u0113 ar\u012b ra\u017eo\u0161anas samazin\u0101jumu \u2013 no aptuveni 1,9 miljoniem pl\u0101k\u0161\u0146u pag\u0101ju\u0161aj\u0101 gad\u0101 l\u012bdz 1,7 miljoniem \u0161ogad.<\/p>\n
K\u0101 zi\u0146o Chosun Biz, Samsung un SK hynix uzskata par lietder\u012bg\u0101ku resursus no NAND ra\u017eo\u0161anas l\u012bnij\u0101m novirz\u012bt uz DRAM segmentu, \u0146emot v\u0113r\u0101 augst\u0101ku piepras\u012bjumu un lab\u0101kus finansi\u0101los r\u0101d\u012bt\u0101jus. NAND invest\u012bciju priorit\u0101tes samazin\u0101\u0161anu sal\u012bdzin\u0101jum\u0101 ar DRAM uzskata par galveno iemeslu apjomu samazin\u0101jumam.<\/p>\n
MI nozares piepras\u012bjums un iesp\u0113jam\u0101s sekas<\/p>\n
Situ\u0101cija ir \u012bpa\u0161i kontrastaina, \u0146emot v\u0113r\u0101, ka NAND ir k\u013cuvis par svar\u012bgu pieg\u0101des \u0137\u0113des sast\u0101vda\u013cu. P\u0113c NVIDIA prezent\u0113t\u0101s ICMS platformas, kas v\u0113rsta uz KV ke\u0161atmi\u0146as papla\u0161in\u0101\u0161anu MI a\u0123entu sist\u0113m\u0101m un lielo konteksta \u017eurn\u0101lu saglab\u0101\u0161anu, piepras\u012bjums p\u0113c NAND ir strauji audzis.<\/p>\n
NVIDIA jaun\u0101s paaudzes MI pa\u0101trin\u0101t\u0101js \u201cVera Rubin\u201d, kura masveida ra\u017eo\u0161ana s\u0101ksies gada otraj\u0101 pus\u0113, izmantos SSD ar ietilp\u012bbu 1152 TB \u2013 vair\u0101k nek\u0101 desmitk\u0101rt\u012bgi vair\u0101k nek\u0101 iepriek\u0161\u0113j\u0101s paaudzes \u201cBlackwell\u201d. Paredzams, ka \u201cVera Rubin\u201d pieg\u0101des \u0161ogad sasniegs 30 t\u016bksto\u0161us vien\u012bbu, bet n\u0101kamgad \u2013 100 t\u016bksto\u0161us, radot papildu piepras\u012bjumu p\u0113c NAND 34,6 miljonu TB apm\u0113r\u0101 2026. gad\u0101 un 115,2 miljonu TB apm\u0113r\u0101 2027. gad\u0101.<\/p>\n
Neskatoties uz to, ra\u017eo\u0161anas samazin\u0101juma ietekme uz MI sektoru b\u016bs ierobe\u017eota, jo t\u0101di uz\u0146\u0113mumi k\u0101 NVIDIA, AMD un citi jau ir nosl\u0113gu\u0161i NAND pieg\u0101\u017eu l\u012bgumus uz vair\u0101kiem ceturk\u0161\u0146iem uz priek\u0161u. Anal\u012bti\u0137i l\u0113\u0161, ka galven\u0101 nasta atkal skars pat\u0113ri\u0146a segmentu \u2013 serverus, person\u0101los datorus un mobil\u0101s ier\u012bces, t\u0101d\u0113j\u0101di atk\u0101rtojot iepriek\u0161\u0113jo atmi\u0146as defic\u012bta scen\u0101riju.<\/p>\n
Ra\u017eo\u0161anas p\u0101rorient\u0113\u0161ana un tirgus prognozes<\/p>\n
Papildu faktors, kas samazina efekt\u012bvo NAND ra\u017eo\u0161anas apjomu, ir ra\u017eo\u0161anas l\u012bniju p\u0101reja no TLC uz QLC, rea\u0123\u0113jot uz pieaugo\u0161o piepras\u012bjumu p\u0113c lieliem SSD MI datu centriem. Iek\u0101rtu p\u0101rkonfigur\u0101cijas process, stabiliz\u0101cijas periods un zem\u0101ki s\u0101kotn\u0113jie lietojam\u0101s produkcijas r\u0101d\u012bt\u0101ji rada neizb\u0113gamas apjomu zaud\u0113jumus.<\/p>\n
Samsung Electronics un SK hynix vad\u012bba, p\u0113c zi\u0146\u0101m, nesaskata j\u0113gu agres\u012bvi palielin\u0101t NAND ra\u017eo\u0161anu p\u0113c ilgsto\u0161a v\u0101jas rentabilit\u0101tes perioda, kad uz\u0146\u0113mumiem bija j\u0101koncentr\u0113jas uz cenu notur\u0113\u0161anu. Pa\u0161reiz\u0113jais atmi\u0146as tirgus supercikls tiek uzskat\u012bts par iesp\u0113ju maksim\u0101li palielin\u0101t pe\u013c\u0146u. Nozares p\u0101rst\u0101vis nor\u0101d\u012bjis, ka neatkar\u012bgi no t\u0101, vai ra\u017eo\u0161anas samazin\u0101jums ir apzin\u0101ts vai dabisks, visliel\u0101kais finansi\u0101lais efekts tiks sasniegts tie\u0161i \u0161ogad.<\/p>\n
Atsevi\u0161\u0137i anal\u012bti\u0137i nor\u0101da uz univers\u0101l\u0101s NAND atmi\u0146as pied\u0101v\u0101juma pieaugumu no \u0136\u012bnas. At\u0161\u0137ir\u012bb\u0101 no Samsung un SK hynix, \u0136\u012bnas YMTC kop\u0161 pag\u0101ju\u0161\u0101 gada pak\u0101peniski palielina apjomus un kl\u0101tb\u016btni tirg\u016b. Rea\u0123\u0113jot uz to, korejie\u0161u ra\u017eot\u0101ji var\u0113tu samazin\u0101t NAND pieg\u0101des mobilaj\u0101m ier\u012bc\u0113m un person\u0101lajiem datoriem, palielinot serveru un korporat\u012bvo risin\u0101jumu \u012bpatsvaru, lai aizsarg\u0101tu rentabilit\u0101ti un p\u0101rvald\u012btu ra\u017eo\u0161anas miksu. Tirgus p\u0113tnieki prognoz\u0113 turpm\u0101ku cenu k\u0101pumu. TrendForce sagaida, ka NAND zibatmi\u0146as l\u012bgumcenas pirmaj\u0101 ceturksn\u012b pieaugs par 33-38% sal\u012bdzin\u0101jum\u0101 ar iepriek\u0161\u0113jo ceturksni, nor\u0101dot uz galveno pieg\u0101d\u0101t\u0101ju piesardz\u012bgo ra\u017eo\u0161anas strat\u0113\u0123iju.<\/p>\n","protected":false},"excerpt":{"rendered":"Ra\u017eot\u0101ju strat\u0113\u0123ija: samazin\u0101t pied\u0101v\u0101jumu, palielin\u0101t pe\u013c\u0146u NAND zibatmi\u0146as ra\u017eot\u0101ji, tostarp t\u0101di giganti k\u0101 Samsung Electronics un SK hynix,…\n","protected":false},"author":2,"featured_media":111804,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[77,76,1129,35,39,38,36,37,34,40,87,6860,26233,26234],"class_list":{"0":"post-111803","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bizness","8":"tag-bizness","9":"tag-business","10":"tag-cenas","11":"tag-latvia","12":"tag-latvian","13":"tag-latviesu","14":"tag-latviesu-valoda","15":"tag-latviesuvaloda","16":"tag-latvija","17":"tag-lv","18":"tag-maksligais-intelekts","19":"tag-mikroshemas","20":"tag-nand-atmina","21":"tag-razosanas-samazinajums"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@lv\/115944763086267472","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/111803","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/comments?post=111803"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/111803\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/111804"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=111803"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=111803"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=111803"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}