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Nhau dzeIndasitiri: MaSemiconductor Rankings mashanu Akanakisisa: Samsung Yadzokera Pamusoro, SK Hynix Yakwira Nzvimbo Yechina.

Nhau dzeIndasitiri: MaSemiconductor Rankings mashanu Akanakisisa: Samsung Yadzokera Pamusoro, SK Hynix Yakwira Nzvimbo Yechina.

Zvichienderana nenhamba dzichangoburwa kubva kuGartner, Samsung Electronics inotarisirwa kudzokera panzvimbo yayo semutengesi mukuru we semiconductormari inowanikwa, ichipfuura Intel. Zvisinei, data iri haribatanidzi TSMC, kambani huru pasi rose yekugadzira zvinhu.

Mari inowanikwa neSamsung Electronics inoita kunge yakawedzera kunyangwe kushanda kwayo kusina kunaka nekuda kwekudzikira kwepurofiti yeDRAM neNAND flash memory. SK Hynix, iyo ine mukana mukuru mumusika we high-bandwidth memory (HBM), inotarisirwa kukwira kusvika panzvimbo yechina pasi rose gore rino.

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Kambani yekutsvagisa musika Gartner inofanotaura kuti mari inowanikwa nemakambani emagetsi pasi rose ichawedzera ne18.1% kubva mugore rapfuura (US$530 bhiriyoni) kusvika kuUS$626 bhiriyoni muna 2024. Pakati pavo, mari yese inowanikwa nevatengesi vepamusoro makumi maviri nevashanu vemagetsi emagetsi inotarisirwa kuwedzera ne21.1% gore negore, uye mugove wemusika unotarisirwa kuwedzera kubva pa75.3% muna 2023 kusvika pa77.2% muna 2024, kuwedzera kwe1.9 muzana.

Zvichienderana nekuderera kwehupfumi hwenyika, kupatsanurwa kwekudiwa kwezvigadzirwa zveAI semiconductor zvakaita seHBM nezvimwe zvigadzirwa zvechinyakare kwakawedzera, zvichikonzera kushanda kwakasiyana kwemakambani e semiconductor. Samsung Electronics inotarisirwa kuwana nzvimbo yepamusoro yakarasikirwa neIntel muna 2023 mukati megore. Mari inowanikwa neSamsung semiconductor gore rapera yaitarisirwa kuva US$66.5 bhiriyoni, yakakwira ne62.5% kubva mugore rapfuura.

Gartner akataura kuti "mushure memakore maviri akatevedzana ekudzikira kwemitengo yezvigadzirwa zvememori, mari inowanikwa muzvigadzirwa zvememori yakawedzera zvakanyanya gore rapfuura," uye akafanotaura kuti avhareji yekukura kwegore negore kweSamsung mumakore mashanu apfuura ichasvika 4.9%.

Gartner anofungidzira kuti mari inowanikwa nemakambani emagetsi pasi rose ichakura ne17% muna 2024. Sekureva kwezvakafanotaurwa naGartner, mari inowanikwa nemakambani emagetsi pasi rose inotarisirwa kukura ne16.8% kusvika kumadhora mabhiriyoni mazana matanhatu nemakumi maviri nemana muna 2024. Musika unotarisirwa kudzikira ne10.9% muna 2023 kusvika kumadhora mabhiriyoni mazana mashanu nemakumi matatu nemana.

"Sezvo gore ra2023 rava kusvika kumagumo, kudiwa kwakasimba kwemachipisi akadai semayuniti ekugadzirisa mifananidzo (GPUs) anotsigira mabasa eAI hakuzokwani kugadzirisa kudzikira kwemanhamba maviri muindasitiri yemasemiconductor gore rino," akadaro Alan Priestley, mutevedzeri wemutungamiri uye muongorori weGartner. "Kudzikira kwekudiwa kwevatengi vemafoni nemakombiyuta, pamwe chete nekushandiswa zvisina kusimba munzvimbo dzedata nenzvimbo dzedata dzehyperscale, kuri kukanganisa kudzikira kwemari gore rino."

Zvisinei, gore ra2024 rinotarisirwa kuva gore rinodzoka, mari inowanikwa kubva kumarudzi ese echip ichikura, zvichikonzerwa nekukura kwenhamba mbiri mumusika wememory.

Musika wepasi rose wekurangarira zvinhu unotarisirwa kudzikira ne38.8% muna 2023, asi uchadzoka zvakare muna 2024 nekuwedzera kwe66.3%. Mari inowanikwa neNAND flash memory inotarisirwa kudzikira ne38.8% muna 2023 kusvika kumadhora mabhiriyoni makumi matatu nemashanu nemazana mana emadhora, nekuda kwekushomeka kwezvinodiwa uye kuwanda kwezviwanikwa zvichikonzera kudzikira kwemitengo. Mumwedzi mitatu kusvika mitanhatu inotevera, mitengo yeNAND inotarisirwa kudzikira uye mamiriro ezvinhu evatengesi achavandudzwa. Vaongorori veGartner vanofanotaura kuti mari ichadzoka zvakanyanya muna 2024, nemari ichakwira kusvika kumadhora mabhiriyoni makumi mashanu nematatu emadhora, kuwedzera kwegore negore kwe49.6%.

Nekuda kwekuwanda kwezviwanikwa uye kudiwa kusina kukwana, vatengesi veDRAM vari kutsvaga mitengo yemusika kuti vaderedze zvinhu zviri muchitoro. Kuwanda kwezviwanikwa mumusika weDRAM kunotarisirwa kuenderera mberi kusvika muchikamu chechina chegore ra2023, zvichikonzera kukwira kwemitengo. Zvisinei, kukwira kwemitengo kwakazara hakuzonzwiki kusvika mugore ra2024, apo mari inowanikwa muDRAM inotarisirwa kukura ne88% kusvika mabhiriyoni emadhora $87.4.

Kuvandudzwa kwehunyanzvi hwekugadzira (GenAI) uye mamodheru emitauro mikuru kuri kukurudzira kudiwa kwemasevha eGPU anoshanda zvakanyanya uye makadhi ekumhanyisa munzvimbo dzedata. Izvi zvinoda kuiswa kwema "loadload accelerators" mumaseva edata kuti zvitsigire kudzidziswa uye kufungidzira kwemabasa eAI. Vaongorori veGartner vanofungidzira kuti panosvika 2027, kubatanidzwa kwetekinoroji yeAI mumashandisirwo edata centre kuchaita kuti pave neanopfuura 20% emaseva matsva ane "loadload accelerators".


Nguva yekutumira: Ndira-20-2025