Kufanotaura Kwemusika weMemory Memory we2026 DDR

Muna 2026, musika weDDR memory unopinda muchikamu chesuper structural chinotungamirirwa ne supply-driven, ne supply-demand gap ye7.1%, inonyanya kuzivikanwa muchikamu cheserver. Kuchinja kukuru muchimiro chekudiwa kunoitika: chikamu cheserver chinotora 45% yemusika, sezvo kushandiswa kweAI server memory kunowedzera ne40%-50% gore negore, zvichiita kuti high-density DDR5 ive chinhu chikuru chinotungamira kukura. Panguva iyi, chikamu chePC chine 10% chete, uye kukura kwe mobile DRAM kunoderera zvakanyanya. Vagadziri vanotungamira vanochinja pamusoro pe70% yesimba ravo repamusoro kuenda kuHBM neDDR5, zvichikonzera kudzikira kuri kuramba kuchiitika kweDDR4 supply.

Panyaya yemitengo, mhando dzese dzinoramba dzichikwira zvakanyanya. Server DDR5 inoona kuwedzera kwemitengo ne50% pamodule imwe neimwe mumwedzi misere, nepo mitengo yedesktop DDR5 ichikwira neanopfuura 400%. Nekuda kwekudzikira kwekugadzirwa, DDR4 inova chinhu chishoma chine kutsungirira kwakasimba kwemitengo—mitengo icharamba ichikwira muH1 2026 uye ichichinja-chinja zvakanyanya muH2.​

Panyaya yetekinoroji, kushandiswa kweDDR5 kunowedzera simba: huwandu hwayo hwekupinda hunopfuura 60% muchikamu chemasevha uye hunova chinhu chikuru kune maPC, ne frequency yebase yakawedzerwa kusvika ku6400MHz. HBM3E/HBM4 inova configuration yakajairika yema AI chips, ine saizi yemusika inodarika mabhiriyoni gumi emadhora eUSD. Zvisinei, kugara kweHBM ne higher capacity kunowedzera kushomeka kweDDR5, uyevagadziri vepambaHavasati vakwanisa kugadzira HBM yakawanda. Hupenyu hweDDR4 hunoenderera mberi kusvika kumagumo egore ra2026, neChangXin Memory Technologies ichiwedzera simba rayo.

Hwindo regoridhe rekuchinjana kwenzvimbo rinovhurwa: ChangXin Memory Technologies inosimudzira kusimbiswa kweDDR5 nevatengi, ichitarisa chikamu chemusika chinodarika 5%. Makambani akaita seGigaDevice naLongsys ari kushanda nesimba kuburikidza nekubatana kwakasiyana. Zvinhu zvakanaka zvinosanganisira mari yemitemo uye kuda kutenga zvinhu zvishoma nezvishoma, asi zvipingamupinyi zvakaita sekurambidzwa kwemuchina weEUV ​​lithography zvichiripo, zvichiita kuti kubudirira kwemusika kuve kwakaoma.