Ngowama-2026, imakethi yememori ye-DDR ingena kumjikelo we-super structure oqhutywa kubonelelo, kunye nomsantsa we-supply-demand we-7.1%, obaluleke kakhulu kwicandelo leseva. Utshintsho olusisiseko kwisakhiwo semfuno lwenzeka: icandelo leseva libalelwa kwi-45% yemarike, njengoko ukusetyenziswa kwememori yeseva ye-AI kusanda nge-40%-50% unyaka nonyaka, okwenza i-DDR5 enoxinano oluphezulu ibe ngumqhubi ophambili wokukhula. Okwangoku, icandelo le-PC liphethe isabelo se-10% kuphela, kwaye ukukhula kwe-DRAM yeselula kuyehla kakhulu. Abavelisi abaphambili badlulisela ngaphezulu kwe-70% yamandla abo aphezulu kwi-HBM kunye ne-DDR5, nto leyo ebangela ukuncitshiswa okuqhubekayo kobonelelo lwe-DDR4.
Ngokuphathelele amaxabiso, zonke iindidi zigcina umkhwa onyuka ngokukhawuleza. I-Server DDR5 ibona ukunyuka kwamaxabiso ngama-50% kwimodyuli nganye kwiinyanga ezi-8, ngelixa amaxabiso e-desktop DDR5 enyuka ngaphezu kwama-400%. Ngenxa yokunciphisa imveliso, i-DDR4 iba sisixhobo esinqabileyo esinokumelana okukhulu namaxabiso—amaxabiso aya kuqhubeka enyuka kwi-H1 2026 kwaye atshintshe kwinqanaba eliphezulu kwi-H2.
Ngokwetekhnoloji, ukutshintshwa ngokupheleleyo kweDDR5 kuyakhawuleza: izinga layo lokungena lidlula i-60% kwicandelo leseva kwaye liba yinto eqhelekileyo kwiiPC, kunye ne-base frequency ephuculweyo ukuya kwi-6400MHz. I-HBM3E/HBM4 iba yinkqubo eqhelekileyo yeetships ze-AI, enobukhulu bemarike obudlula i-10 yeebhiliyoni zeedola. Nangona kunjalo, ukusebenza kwe-HBM ngomthamo ophezulu kuyandisa ukunqongophala kwe-DDR5, kwayeabavelisi basekhayaayikafikeleli kwimveliso enkulu ye-HBM. Umjikelo wobomi be-DDR4 wolulelwe ekupheleni kuka-2026, kunye neChangXin Memory Technologies enyusa amandla ahambelanayo.
Ithuba elihle lokutshintsha indawo: I-ChangXin Memory Technologies iqhubela phambili ukuqinisekiswa kwabathengi be-DDR5, ijolise kwisabelo semarike esingaphezulu kwe-5%. Amashishini afana neGigaDevice kunye neLongsys enza imizamo kwiikhonkco ezahlukeneyo. Izinto ezilungileyo ziquka ukuxhaswa ngezimali komgaqo-nkqubo kunye nokuthanda ukuthenga izinto ezisezantsi, kodwa iingxaki ezifana nokuvalwa koomatshini be-lithography ye-EUV ziyaqhubeka, okwenza impumelelo yemarike ibe nzima.
Ixesha leposi: Jan-29-2026
