Iteganyagihe ry'Isoko ry'Ubwiyunge rya DDR rya 2026

Mu 2026, isoko rya DDR memory ryinjiye mu buryo bugezweho bushingiye ku gutanga serivisi, aho icyuho cy’isoko n’isaba serivisi cya 7.1%, kikaba kigaragara cyane mu gice cya seriveri. Impinduka z’ibanze mu miterere y’isoko kibaho: urwego rwa seriveri rugira 45% by’isoko, kuko ikoreshwa rya seriveri ya AI ryiyongeraho 40%-50% uko umwaka ugenda uhita, bigatuma DDR5 ifite ubucucike bwinshi iba ingenzi mu iterambere. Hagati aho, igice cya PC gifite umugabane wa 10% gusa, kandi ukwiyongera kwa DRAM igendanwa kuragabanuka cyane. Inganda zikomeye zikoresha ubushobozi bwazo bwo hejuru zijya kuri HBM na DDR5, bigatuma serivisi za DDR4 zikomeza kugabanuka.

Ku bijyanye n'ibiciro, ibyiciro byose bikomeza kuzamuka cyane. Seriveri DDR5 ibona izamuka rya 50% kuri buri module mu mezi 8, mu gihe ibiciro bya desktop DDR5 bizamukaho ibirenga 400%. Bitewe n'igabanuka ry'umusaruro, DDR4 iba isoko rike cyane rifite ubushobozi bwo kwihanganira ibiciro bikomeye—ibiciro bizakomeza kwiyongera mu gihe cya H1 2026 kandi bihinduke ku rwego rwo hejuru mu gihe cya H2.​

Mu ikoranabuhanga, gusimbuza DDR5 byihuta: igipimo cyayo cyo kwinjira kirenga 60% mu rwego rwa seriveri kandi kiba ikintu gikuru kuri mudasobwa, aho frequency y'ibanze yazamuwe ikagera kuri 6400MHz. HBM3E/HBM4 iba imiterere isanzwe ya chips za AI, ifite ingano irenga miliyari 10 z'amadolari y'Amerika. Ariko, kuba HBM ifite ubushobozi bwo hejuru byongera ibura rya DDR5, kandiabakora mu gihugubataragera ku musaruro mwinshi wa HBM. Ubuzima bwa DDR4 bwongerewe kugeza mu mpera za 2026, aho ChangXin Memory Technologies iri kongera ubushobozi bujyanye nayo.

Idirishya ry'agaciro ryo gusimbuza aho serivisi ziherereye rirafunguye: ChangXin Memory Technologies iteza imbere kugenzura abakiriya ba DDR5, igamije kugera ku mugabane urenga 5%. Ibigo nka GigaDevice na Longsys bikora ibishoboka byose mu buryo butandukanye. Ibintu byiza birimo gutera inkunga politiki no gushaka amasoko, ariko imbogamizi nka EUV lithography machine embarging ziracyahari, bigatuma iterambere ry'isoko rirushaho kugorana.