Zvinoenderana nehuwandu hwazvino nhamba kubvaGartner, Samsung Electronics inotarisirwa kuwanazve chinzvimbo chavo semakuru semiconductor mutengesiPanyaya yemari, inopfuura intel. Nekudaro, iyi data haishandise Tsmc, iyo yakakura nyika yakawanikwa.
Samsung Electronics 'Revenue inoratidzika kunge yakave nekudzokorora kunyangwe iri kusarongeka kwekuita nekuda kwekushatisa kudzora kwedhiramu uye nand flash memory. Sk Hynix, iyo ine mukana wakasimba mune yakakwirira-bandwidth ndangariro (HBM) musika, inotarisirwa kumuka kune yechina nzvimbo iri pasi gore rino.
Musika wekutsvagira Grartner anofanotaura kuti Global Semiconductor Revenenue achawedzera kusvika pagore reUS -Mwaka, uye chikamu chemusika chinotarisirwa kuwedzera kubva pamakumi manomwe neshanu muzana muzana makumi maviri neshanu kusvika ku77.2% muna 2024, kuwedzera kwe1.9 muzana mapoinzi.
Kupesana neyekumashure kwehupfumi hwehupfumi, polarization yekuda kweAi Semiconductor zvigadzirwa zvakadai seHbm uye zvigadzirwa zvechinyakare zvakawedzera, zvichikonzera kuita kwakasanganiswa kwemakambani eMicononductor. Samsung Electronics inotarisirwa kuwanazve nzvimbo yepamusoro yakarasika kune Intel muna 2023 mukati megore. Samsung's Semiconductor Revenue gore rapfuura yaitarisirwa kuve US $ 66,5 bhiriyoni, kumusoro 62,5% kubva gore rapfuura.
Gartner akaziva kuti "Mushure memakore maviri akateedzana ekudzokorora, Memory Chigadzirwa Mari Yakawedzera Zvakanyanya gore rapfuura," uye akafanotaura kuti avhareji yaSamsung yekukura kwemakore mashanu ichasvika 4.9%.
Gartner anofungidzira kuti Global Semiconductor Revenenue achakura 17% muna 2024. SHEMA GLEMENDURIT Forecast: Global Semiconductor Revenline
"Sezvo 2023 inodonhedzwa kusvika pamwero wezvipfeko zvakadai seyakagadziriswa madhiri (GPUS) iyo yekudzora manhamba muindisitiri yeMiconondductor gore rino," akadaro Alan Centerley, Mutevedzeri weVaperekedzi uye Muongorori paGartner. "Kuderera kudiwa kubva ku Smartphone nePC vatengi, pamwe chete nekushaya simba munzvimbo dzedhata uye hyperscale data nzvimbo, iri kukanganisa mari inoderera gore rino."
Nekudaro, 2024 inotarisirwa kuve gore rebound, ine mari yemhando dzese chip
Iyo Global memory musika inotarisirwa kuderera na 38.8% muna 2023, asi rebound muna 2024 ine 66.3% kuwedzera. Nand Flash memory yemusoro anotarisirwa kuwa na88.8% mu $ 35,4 bhiriyoni, nekuda kwekuda kushaya simba uye kuwanda kunotungamira kudonha mitengo. Mumwedzi mitatu inotevera, Nand mitengo inotarisirwa kuzasi uye mamiriro evanotengesa achavandudzika. Vaongorori veGartner vanofanotaura kupora kwakasimba muna 2024, vane mari inokwira nemabhiriyoni 53, kuwedzera kwegore-kwegore ne49.6%.
Nekuda kwekunyanyisa kuwanda uye kusakwana kudikanwa, vatengesi veDrama vari kudzinganisa mitengo yemusika kuti vadzore miti. Musika weDrama Wakatarisirwa kuti uenderere mberi nekuenderera mberi kuburikidza neicho chechina che2023, inotungamira kumutengo unodzoreredza. Nekudaro, iko kukanganisika kwakazara kwemutengo kuchinzwiwa kusvika 2024, apo DRAM Revenue inotarisirwa kukura 88% kusvika kumadhora mazana masere nemakumi masere emadhora.
Iko kuvandudzwa kwehunyanzvi hwekugadzira hunyanzvi Izvi zvinoda kuiswa kwebasa rekushanda mune zvigadzirwa muData Center Server Vaongorori veGartner vanofungidzira kuti vachisvika 2027, kuunganidzwa kweAi tekinoroji mune data Center application vanozoguma nekupfuura makumi maviri muzana emaseva matsva ane accelerators.
Kutumira Nguva: Jan-20-2025