S\u0101p\u012bg\u0101 realit\u0101te: Atmi\u0146a k\u013c\u016bs d\u0101rg\u0101ka par 30% – m\u0101ksl\u012bg\u0101 intelekta laikmets liek maks\u0101t<\/p>\n
Tuv\u0101kais ceturtais ceturksnis sola nepat\u012bkamus p\u0101rsteigumus tehnolo\u0123iju entuziastiem un ikdienas lietot\u0101jiem. Samsung, viens no pasaules liel\u0101kajiem atmi\u0146as \u010dipu ra\u017eot\u0101jiem, ir pazi\u0146ojis par b\u016btisku cenu pieaugumu saviem DRAM un NAND atmi\u0146as produktiem. Tas noz\u012bm\u0113, ka gan operat\u012bv\u0101 atmi\u0146a, gan ar\u012b datu uzglab\u0101\u0161anas risin\u0101jumi k\u013c\u016bs iev\u0113rojami d\u0101rg\u0101ki \u2013 cenas var\u0113tu palielin\u0101ties par 15% l\u012bdz pat 30%. \u0160\u012b nav izol\u0113ta tendence; ar\u012b citi nozares giganti, piem\u0113ram, Micron un SanDisk, jau ir veiku\u0161i l\u012bdz\u012bgus cenu korekcijas. SanDisk ir pac\u0113lis NAND atmi\u0146as cenas par vair\u0101k nek\u0101 10%, savuk\u0101rt Micron \u0161om\u0113nes ir palielin\u0101jis gan DRAM, gan NAND izmaksas par 20-30%. \u0160\u0101ds cenu l\u0113ciens nav nejau\u0161\u012bba, bet gan skaidra atbildes reakcija uz strauji augo\u0161o piepras\u012bjumu, ko galvenok\u0101rt virza m\u0101ksl\u012bg\u0101 intelekta (MI) tehnolo\u0123iju att\u012bst\u012bba.<\/p>\n
MI vilnis un sezonas faktori: Dubults spiediens uz atmi\u0146as tirgu<\/p>\n
Galvenais cenu pieauguma dzin\u0113jsp\u0113ks ir nepieredz\u0113ti lielais piepras\u012bjums p\u0113c viedt\u0101lru\u0146iem un datoriem, kas sp\u0113j efekt\u012bvi darboties ar sare\u017e\u0123\u012btiem MI algoritmiem. \u0160ie jaunie, jaud\u012bgie procesi prasa vair\u0101k un \u0101tr\u0101ku atmi\u0146u. K\u0101 nor\u0101da avoti, uz\u0146\u0113mumi jau ir inform\u0113ti par gaid\u0101majiem cenu palielin\u0101jumiem, kas skars LPDDR4X, LPDDR5 un LPDDR5X operat\u012bv\u0101s atmi\u0146as, k\u0101 ar\u012b eMMC un UFS datu uzglab\u0101\u0161anas risin\u0101jumus. Papildus MI dikt\u0113tajam piepras\u012bjumam, savu darbu dara ar\u012b tradicion\u0101lie sezonas faktori. Tuvojoties sv\u0113tku sezonai, pieaug piepras\u012bjums p\u0113c viedt\u0101lru\u0146iem, plan\u0161etdatoriem un jaud\u012bgiem person\u0101lajiem datoriem. \u0160is pieaugums rada papildu spriedzi pieg\u0101des \u0137\u0113d\u0113s, padarot turpm\u0101kus cenu pieaugumus praktiski neizb\u0113gamus. Tas ir k\u0101 lav\u012bna \u2013 s\u0101kas ar nelielu sniega kumulu un beidzas ar milz\u012bgu, neapturamu sp\u0113ku.<\/p>\n
Giganti pieprasa, defic\u012bts aug: NVIDIA un citi k\u0101 atsl\u0113gas sp\u0113l\u0113t\u0101ji<\/p>\n
Svar\u012bgs faktors, kas veicina atmi\u0146as cenu k\u0101pumu, ir ar\u012b milz\u012bg\u0101 interese par energoefekt\u012bvu un augstas veiktsp\u0113jas atmi\u0146u no komp\u0101niju puses, piem\u0113ram, NVIDIA. Vi\u0146i akt\u012bvi izmanto \u0161o atmi\u0146u savu jaud\u012bgo MI apr\u012bkojumu ra\u017eo\u0161an\u0101. \u0160\u012b piepras\u012bjuma un pied\u0101v\u0101juma nel\u012bdzsvarot\u012bba ir ac\u012bmredzama. Anal\u012bti\u0137u prognozes liecina par gaid\u0101mo defic\u012btu. Citigroup apl\u0113ses r\u0101da, ka DRAM ra\u017eo\u0161ana var\u0113tu atpalikt no glob\u0101l\u0101 piepras\u012bjuma par 1,8%, savuk\u0101rt NAND defic\u012bts b\u016bs v\u0113l izteikt\u0101ks \u2013 aptuveni 4%. Morgan Stanley prognozes ir v\u0113l pesimistisk\u0101kas, nor\u0101dot, ka l\u012bdz 2026. gadam NAND pieg\u0101des var\u0113tu atpalikt no piepras\u012bjuma par veseliem 8%. \u0160\u012b situ\u0101cija nav vienk\u0101r\u0161a, jo ra\u017eot\u0101ji akt\u012bvi p\u0101riet uz jaunajiem DDR5 un HBM standartiem, kas, protams, ir progres\u012bv\u0101ki, ta\u010du tas ir samazin\u0101jis veco standartu, piem\u0113ram, DDR4 un LPDDR4X, ra\u017eo\u0161anu. Rezult\u0101t\u0101 vid\u0113j\u0101 DDR4 atmi\u0146as cena j\u016blij\u0101 jau ir palielin\u0101jusies par 50%, kas ir absorts \u2013 t\u0101 pirmo reizi k\u013cuvusi d\u0101rg\u0101ka par DDR5.<\/p>\n
Ra\u017eot\u0101ju strat\u0113\u0123ija un lietot\u0101ju maci\u0146\u0161: Cenu k\u0101puma sekas<\/p>\n
Interesanti, ka Samsung s\u0101kotn\u0113ji pl\u0101noja piln\u012bb\u0101 p\u0101rtraukt DDR4 un LPDDR4X ra\u017eo\u0161anu 2025. gada j\u016bnij\u0101, ta\u010du negaid\u012bti liel\u0101 piepras\u012bjuma d\u0113\u013c no \u0161\u012bs idejas atteic\u0101s. \u0160obr\u012bd Samsung turpina domin\u0113t atmi\u0146as tirg\u016b, kontrol\u0113jot 32,7% DRAM un 32,9% NAND tirgus da\u013cu otraj\u0101 ceturksn\u012b. Lai gan \u0161is cenu pieaugums ir apsveicams sign\u0101ls ra\u017eot\u0101jiem, kuri ilgu laiku str\u0101d\u0101ju\u0161i uz rentabilit\u0101tes robe\u017eas, tas rad\u012bs iev\u0113rojamu triecienu parastajiem lietot\u0101jiem un datoru entuziastiem, kuriem nav lielu korporat\u012bvo bud\u017eetu. Tas noz\u012bm\u0113, ka datoru uzlabo\u0161ana vai jaunu ier\u012b\u010du ieg\u0101de k\u013c\u016bs d\u0101rg\u0101ka, liekot daudziem p\u0101rdom\u0101t savus pirkumus un bud\u017eetus. \u0160\u012b ir jauna realit\u0101te, kur\u0101 MI att\u012bst\u012bba tie\u0161i ietekm\u0113 m\u016bsu ikdienas tehnolo\u0123iskos izdevumus.<\/p>\n","protected":false},"excerpt":{"rendered":"S\u0101p\u012bg\u0101 realit\u0101te: Atmi\u0146a k\u013c\u016bs d\u0101rg\u0101ka par 30% – m\u0101ksl\u012bg\u0101 intelekta laikmets liek maks\u0101t Tuv\u0101kais ceturtais ceturksnis sola nepat\u012bkamus…\n","protected":false},"author":2,"featured_media":21956,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[77,76,6950,35,39,38,36,37,34,40,87,6951,6949,6952],"class_list":{"0":"post-21955","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-dram-cena","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-nand-cena","20":"tag-samsung-atmina","21":"tag-tehnologiju-cenas"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/21955","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=21955"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/posts\/21955\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media\/21956"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/media?parent=21955"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/categories?post=21955"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/lv\/wp-json\/wp\/v2\/tags?post=21955"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}