Kwanan nan, kasuwar guntu ajiya tana fuskantar hauhawar farashi mai mahimmanci, tare da haɓaka buƙatun fashewar ikon sarrafa bayanan wucin gadi (AI) da gyare-gyaren tsari a cikin sarkar samarwa.

Maɓallin Maɓalli na Ƙarfafa Farashin Chip na Ajiya na Yanzu

Maɓalli mai mahimmanci: Dangane da haɓaka farashin, farashin DDR5 sun haura sama da 100% a cikin wata guda; An haɓaka farashin kwangilar Q4 DRAM da ake tsammanin zuwa 18% -23%, tare da farashin tabo na wasu samfuran suna haɓaka 25% a cikin mako guda. Don dabarun masana'anta, manyan kamfanoni irin su Samsung da SK Hynix sun dakatar da ambaton kwangila, suna ba da fifikon ƙarfin samarwa don HBM (Ƙwaƙwalwar Bandwidth Mai Girma) da DDR5 kuma kawai buɗe wadatar ga manyan abokan cinikin haɗin gwiwa na dogon lokaci. Babban direban shine karuwar buƙatun sabobin AI, wanda ke cinye babban adadin ƙarfin wafer, yayin da masu ba da sabis na girgije ke kulle ikon don ƴan shekaru masu zuwa gaba don gina kayan aikin sarrafa kwamfuta.

Tasirin Sarkar Masana'antu:

Kattai na kasa da kasa: Samsung da SK Hynix sun ga babban ci gaba a cikin kudaden shiga da ribar aiki.

Masana'antun cikin gida: Kamfanoni kamar Jiangbolong da Biwin Storage sun sami gagarumin ci gaba, suna haɓaka canjin fasaha.

Kasuwar tasha: Wasu samfuran na'urorin lantarki na mabukaci suna fuskantar matsin farashi saboda hauhawar farashin ajiya. 

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Mahimman Dalilai na Haɗin Farashin

Za'a iya fahimtar hauhawar farashin guntuwar ajiya a matsayin labari na yau da kullun na "rashin daidaituwa-buƙata", amma yana samun goyan bayan babban canjin masana'antu.

Gefen Kayan Aiki: Tsari Tsari da Canjin Dabarun

Masana'antun kayan aiki na asali (OEMs) kamar Samsung, SK Hynix, da Micron suna fuskantar canji na dabaru. Suna sake dawo da babban adadin wafer daga DRAM-masu amfani na gargajiya da NAND zuwa mafi girma-geta HBM da DDR5 don saduwa da buƙatun sabar AI. Wannan tsarin "samun Bitrus ya biya Bulus" ya haifar da kai tsaye ga raguwar ƙarfin kwakwalwan kwamfuta na maƙasudi na gaba ɗaya, yana haifar da tabo mai ma'ana.

Side Bukatar: AI Wave yana haifar da Buƙatar Super

Bukatar fashewa shine dalili na asali. Kattai na sabis na girgije na duniya (misali, Google, Amazon, Meta, Microsoft) suna saka hannun jari sosai a kayayyakin more rayuwa na AI. Sabis na AI suna da madaidaicin buƙatu don bandwidth ajiya da iya aiki, wanda ba wai kawai ke haɓaka farashin HBM da DDR5 ba amma har ma yana mamaye ƙarfin masana'antar gabaɗaya ta hanyar girman sayayya. Bugu da ƙari, faɗaɗa aikace-aikacen AI daga horo zuwa ra'ayi zai ƙara ƙara buƙatar DRAM.

Halayen Kasuwa: Siyan Firgici Yana Kara Ƙaruwa

Dangane da tsammanin “rashin wadatar kayayyaki,” masana'antun sabar sabar da masu kera kayan lantarki sun rungumi siyan firgici. Maimakon sayen kwata-kwata, suna neman yarjejeniyar samar da kayayyaki na tsawon lokaci na shekaru 2-3, wanda ke kara tsananta rikice-rikice na buƙatu na gajeren lokaci kuma ya sa farashin farashi ya fi tsanani.

Tasiri kan Sarkar Masana'antu

Wannan hauhawar farashin yana sake fasalin tsari da ilimin halittu na dukkan sarkar masana'antar ajiya.

International Storage Giants

A matsayinsu na jagorori a kasuwar masu siyarwa, kamfanoni kamar Samsung da SK Hynix sun sami babban ci gaba a cikin kudaden shiga da riba. Yin amfani da fa'idodin fasaha, suna riƙe ƙarfin farashi don samfuran ƙarshe kamar HBM.

Kamfanonin Adana Kayan Gida

Wannan sake zagayowar yana ba da damar tarihi mai mahimmanci ga masana'antun gida. Ta hanyar ci gaban fasaha da dabarun kasuwa masu sassauƙa, sun sami ci gaban tsalle-tsalle.

Sauyawa Sauyawa

A cikin tsauraran hanyoyin samar da kayayyaki na kasa da kasa, PCIe SSDs na cikin gida da sauran samfuran ana haɗa su cikin sauri cikin sarƙoƙi na manyan masana'antun cikin gida, suna haɓaka tsarin maye gurbin cikin gida.

Kasuwar Masu Amfani da Tasha

Kayayyakin na'urorin lantarki masu amfani da ma'auni mai yawa na farashin ajiya, kamar wayoyi masu matsakaici zuwa ƙasa, sun riga sun fuskanci matsin lamba. Masu kera samfuran suna cikin tsaka mai wuya: ɗaukar farashi a ciki zai matse riba, yayin da ba da farashi ga masu siye na iya shafar girman tallace-tallace.

Future Trend Outlook

Gabaɗaya, wannan lokacin babban wadata a cikin kasuwar ajiya yana yiwuwa ya ci gaba na ɗan lokaci.

Farashin Trend

Hasashen cibiyoyi sun nuna cewa hauhawar farashin guntu na iya wucewa aƙalla har zuwa H1 2026. Musamman, ana sa ran farashin HBM da DDR5 za su ga ƙaruwa sosai a ƴan ɓata kaɗan masu zuwa.

Cigaban Fasaha

Ƙaddamar da fasahar ajiya tana haɓakawa. OEMs za su ci gaba da yin ƙaura zuwa ƙarin matakai na ci gaba (kamar 1β/1γ nodes), yayin da aka sanya fasahohin zamani na gaba kamar HBM4 a kan R&D da tsarin samar da taro don biyan manyan ayyuka da riba.

Tsarin Matsakaici

Bisa dabarun AI da na kasa baki daya, kamfanonin ajiya na kasar Sin za su ci gaba da zuba jari a fannin R&D na fasaha da karfin samar da kayayyaki. Ana sa ran nan da shekarar 2027, kamfanonin ajiyar kayayyaki na kasar Sin za su samu gagarumin ci gaba a kasuwannin duniya, da kuma taka muhimmiyar rawa a cikin sarkar masana'antun duniya.