Haufinyane tjena, 'maraka oa chip ea polokelo o bile le keketseho e kholo ea litheko, e tsamaisoang ka kopanelo ke tlhokahalo e phatlohileng ea matla a komporo ea bohlale ba maiketsetso (AI) le liphetoho tsa sebopeho ho ketane ea phepelo.

Matla a Bohlokoa a Tsoelo-pele ea Litheko tsa Hajoale tsa polokelo ea Chip

Matla a bohlokoa: Mabapi le keketseho ea litheko, litheko tsa DDR5 li nyolohile ho feta 100% ka khoeli e le 'ngoe; Keketseho ea theko ea konteraka ea Q4 DRAM e lebelletsoeng e nyolohetse ho 18% -23%, 'me litheko tsa mefuta e meng li nyolohile ka 25% ka beke. Bakeng sa maano a moetsi, lik'hamphani tse etelletseng pele joalo ka Samsung le SK Hynix li emisitse mantsoe a qotsitsoeng a konteraka, li etelletsa pele matla a tlhahiso bakeng sa HBM (High Bandwidth Memory) le DDR5 mme e bula feela phepelo ho bareki ba nako e telele ba likoporasi. Mokhanni oa mantlha ke keketseho ea tlhokahalo ea li-server tsa AI, tse jang palo e kholo ea matla a li-wafer, joalo ka ha bafani ba lits'ebeletso tsa maru ba notlela lilemo tse 'maloa esale pele ho aha meaho ea motlakase ea komporo.

Impact Chain Chain:

Linatla tsa machaba: Samsung le SK Hynix li bone kholo e kholo ea lekhetho le phaello ea ts'ebetso.

Baetsi ba ka hare ho naha: Likhamphani tse kang Jiangbolong le Biwin Storage li fihletse lintlafatso tse kholo tsa ts'ebetso, li potlakisa phetisetso ea theknoloji.

Mmaraka oa thekiso ea thekiso: Lihlahisoa tse ling tsa lisebelisoa tsa elektroniki tsa bareki li tobana le khatello ea litheko ka lebaka la litšenyehelo tse ntseng li phahama tsa polokelo. 

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Mabaka a Konokono a ho Phahamisa Theko

Ho phahama ho hoholo ha litheko tsa polokelo ho ka utloisisoa e le pale e tloaelehileng ea "ho se leka-lekane ha tlhokeho ea phepelo", empa e tšehetsoa ke phetoho e matla ea indasteri.

Lehlakore la Phepelo: Khokahano ea Sebopeho le Strategic Shift

Baetsi ba lisebelisoa tsa mantlha tsa chip (li-OEM) joalo ka Samsung, SK Hynix, le Micron ba ntse ba le maemong a phetoho. Ba abela palo e kholo ea matla a liphaephe ho tloha ho DRAM ea bareki ba setso le NAND ho ea ho HBM le DDR5 tse holimo-limo ho fihlela tlhoko ea li-server tsa AI. Mokhoa ona oa "ho tlatlapa Peter ho lefa Paul" o lebisitse ka ho toba ho theoha ho hoholo ha lisebelisoa tsa polokelo ea merero e akaretsang, e leng ho bakang phepelo e thata.

Lehlakore la Tlhokahalo: AI Wave e Hlahisa Tlhokahalo e kholo

Tlhokahalo e phatlohang ke lebaka la mantlha. Li-giants tsa lits'ebeletso tsa maru tsa lefats'e (mohlala, Google, Amazon, Meta, Microsoft) li tsetela haholo lits'ebetsong tsa AI. Li-server tsa AI li na le litlhoko tse phahameng haholo bakeng sa bandwidth ea polokelo le bokhoni, tse sa phahamiseng litheko tsa HBM le DDR5 feela empa hape li nka matla a indasteri ka kakaretso ka bongata ba tsona ba theko. Ntle le moo, katoloso ea likopo tsa AI ho tloha koetlisong ho isa ho tse ling e tla eketsa tlhoko ea DRAM.

Boitšoaro ba 'Maraka: Ho Reka ho Tšaba ho Eketsa ho Feta

Ka lebaka la tebello ea "khaello ea phepelo," baetsi ba li-server tse tlase le baetsi ba lihlahisoa tsa elektroniki ba amohetse ho reka ka tšabo. Sebakeng sa ho reka ka kotara, ba batla litumellano tsa nako e telele tsa phepelo ea lilemo tse 2-3, tse matlafatsang le ho feta likhohlano tsa tlhokeho ea phepelo ea nako e khuts'oane le ho etsa hore ho feto-fetoha ha theko ho be matla le ho feta.

Tšusumetso ho Ketane ea Indasteri

Ho phahama hona ha litheko ho fetola sebopeho le tikoloho ea indasteri eohle ea polokelo.

Linaha tsa polokelo ea Machabeng

Joaloka baetapele 'marakeng oa barekisi, lik'hamphani tse kang Samsung le SK Hynix li fihletse kholo e phahameng ea lekhetho le phaello. Ka ho sebelisa melemo ea mahlale a morao-rao, ba ts'oara ka tieo matla a litheko bakeng sa lihlahisoa tsa boleng bo holimo joalo ka HBM.

Likhoebo tsa Polokelo ea Lehae

Potoloho ena e fana ka monyetla oa bohlokoa oa nalane bakeng sa baetsi ba malapeng. Ka katleho ea theknoloji le maano a fetohang a mebaraka, ba fihletse nts'etsopele ea leapfrog.

Phapanyetsano e Potlakileng

Har'a liketane tsa phepelo ea machaba tse tiisitsoeng, li-PCIe SSD tsa khoebo ea lapeng le lihlahisoa tse ling li ntse li hokahanngoa ka potlako letotong la phepelo ea likhoebo tse etellang pele tsa lehae, e leng ho potlakisang ts'ebetso ea phepelo ea lehae.

Terminal Consumer Market

Lihlahisoa tsa lisebelisoa tsa elektronike tsa bareki tse nang le karolo e phahameng ea litšenyehelo tsa polokelo, tse kang li-smartphone tsa bohareng ho ea tlaase, li se li ntse li tobane le likhatello tsa litšenyehelo. Baetsi ba lihlahisoa ba tsietsing: ho amohela litšenyehelo ka hare ho tla fokotsa phaello, athe ho fetisetsa litšenyehelo ho bareki ho ka ama theko ea thekiso.

Kamoso Trend Outlook

Ka kakaretso, nako ena ea katleho e phahameng 'marakeng oa polokelo e ka' na ea tsoela pele ka nako e itseng.

Theko Trend

Litekanyetso tsa mekhatlo li bontša hore ho phahama ha theko ea thepa ea polokelo ho ka 'na ha nka bonyane ho fihlela H1 2026. Haholo-holo, litheko tsa HBM le DDR5 li lebeletsoe ho bona keketseho e matla likarolong tse 'maloa tse latelang.

Phetoho ea Theknoloji

Phetoho ea theknoloji ea polokelo e ntse e eketseha. Li-OEM li tla tsoela pele ho fallela lits'ebetsong tse tsoetseng pele (tse kang 1β/1γ node), ha theknoloji ea moloko o latelang e kang HBM4 e kentsoe lenaneong la R&D le lenane la tlhahiso ea bongata ho phehella tšebetso e phahameng le phaello.

Mokhoa oa ho etsa sebaka

E susumetsoa ke maano a AI le a naha, likhoebo tsa polokelo tsa Machaena li tla tsoelapele ho tsetela ho R&D ea theknoloji le bokhoni ba tlhahiso. Ho lebelletsoe hore ka 2027, likhoebo tsa polokelo tsa Machaena li tla fihlela katleho e kholo 'marakeng oa lefats'e mme li nke karolo ea bohlokoa ho feta ketane ea indasteri ea lefats'e.