Kuneneratu kwa 2026 DDR Memory Market Core

Mu 2026, msika wa DDR memory ukuyamba mu structural super cycle yoyendetsedwa ndi supply-found, ndi kusiyana kwa supply-demand kwa 7.1%, komwe kumawonekera kwambiri mu seva. Kusintha kwakukulu kwa kapangidwe ka demand kumachitika: gawo la seva limawerengera 45% ya msika, pomwe kugwiritsa ntchito kukumbukira kwa seva ya AI kumawonjezeka ndi 40%-50% pachaka, zomwe zimapangitsa kuti DDR5 yochuluka kwambiri ikhale driver wamkulu wakukula. Pakadali pano, gawo la PC lili ndi gawo la 10% lokha, ndipo kukula kwa DRAM yam'manja kumachepa kwambiri. Opanga otsogola amasintha mphamvu zawo zapamwamba zopitilira 70% kupita ku HBM ndi DDR5, zomwe zimapangitsa kuti DDR4 ichepetse nthawi zonse.

Ponena za mitengo, magulu onse amasunga kukwera kwakukulu. Seva DDR5 ikuwona kukwera kwa mtengo ndi 50% pa gawo lililonse m'miyezi 8, pomwe mitengo ya desktop DDR5 ikukwera ndi kupitirira 400%. Chifukwa cha kuchepetsedwa kwa kupanga, DDR4 ikukhala chuma chosowa chokhala ndi kupirira kwakukulu kwamitengo—mitengo idzapitirira kukwera mu H1 2026 ndipo idzasinthasintha kwambiri mu H2.​

Mwaukadaulo, kusintha kwathunthu kwa DDR5 kumafulumira: kuchuluka kwake kolowera kumapitirira 60% mu gawo la seva ndipo kumakhala kofala kwambiri pa ma PC, ndipo ma frequency oyambira akwezedwa kufika pa 6400MHz. HBM3E/HBM4 imakhala kasinthidwe kokhazikika ka ma chips a AI, komwe msika wake umaposa 10 biliyoni USD. Komabe, kugwiritsa ntchito kwa HBM mphamvu yapamwamba kumawonjezera kusowa kwa DDR5, ndipoopanga m'nyumbasanapange HBM yambiri. Moyo wa DDR4 ukuwonjezeka mpaka kumapeto kwa chaka cha 2026, ndipo ChangXin Memory Technologies ikuwonjezera mphamvu zake.

Njira yabwino kwambiri yosinthira malo ogwirira ntchito ikutsegulidwa: ChangXin Memory Technologies ikupititsa patsogolo kutsimikizira kwa makasitomala a DDR5, cholinga chake ndi gawo la msika loposa 5%. Makampani monga GigaDevice ndi Longsys akuyesetsa kudutsa maulalo osiyanasiyana. Zinthu zabwino zimaphatikizapo ndalama zothandizira ndi kukonda kugula zinthu, koma zopinga monga kuletsa makina a EUV lithography zikupitirirabe, zomwe zimapangitsa kuti kupita patsogolo kwa msika kukhala kovuta.