Ngo-2026, imakethe yememori ye-DDR ingena emjikelezweni omkhulu wesakhiwo oqhutshwa ukuphakelwa, ngegebe lokuphakelwa kwesidingo elingu-7.1%, elivelele kakhulu esigabeni seseva. Ushintsho oluyisisekelo ekwakhiweni kwesidingo luyenzeka: umkhakha weseva uthatha u-45% wemakethe, njengoba ukusetshenziswa kwememori yeseva ye-AI kukhuphuka ngo-40%-50% unyaka nonyaka, okwenza i-DDR5 enobuningi obuphezulu ibe yimbangela yokukhula eyinhloko. Okwamanje, ingxenye ye-PC ibamba isabelo esingu-10% kuphela, kanti ukukhula kwe-DRAM yeselula kwehla kakhulu. Abakhiqizi abahamba phambili badlulisela ngaphezu kuka-70% wamandla abo aphezulu ku-HBM kanye ne-DDR5, okuholela ekuncipheni okuqhubekayo kokuphakelwa kwe-DDR4.
Ngokuphathelene namanani, zonke izigaba zigcina ukuthambekela okubukhali kokukhuphuka. I-Server DDR5 ibona ukwenyuka kwentengo ngo-50% ngemojuli ngayinye ezinyangeni ezingu-8, kuyilapho amanani e-desktop DDR5 ekhuphuka ngaphezu kuka-400%. Ngenxa yokunciphisa ukukhiqizwa, i-DDR4 iba umthombo onqabile onezinga eliphezulu lokuqina kwentengo—amanani azoqhubeka ekhuphuka ku-H1 2026 futhi aguquguquke ezingeni eliphezulu ku-H2.
Ngobuchwepheshe, ukufakwa kwe-DDR5 ngokugcwele kuyashesha: izinga layo lokungena lidlula u-60% emkhakheni weseva futhi liba yinto evamile kuma-PC, kanti imvamisa eyisisekelo ithuthukisiwe ibe ngu-6400MHz. I-HBM3E/HBM4 iba ukucushwa okujwayelekile kwama-chip e-AI, enosayizi wemakethe odlula ama-USD ayizigidigidi eziyi-10. Kodwa-ke, ukusebenza kwe-HBM ngomthamo othuthukisiwe kwandisa ukushoda kwe-DDR5, futhiabakhiqizi basekhayaawakakwazi ukuthola ukukhiqizwa kwe-HBM ngobuningi. Umjikelezo wokuphila we-DDR4 unwetshwa kuze kube sekupheleni kuka-2026, kanti i-ChangXin Memory Technologies ikhulisa umthamo ohlobene.
Ithuba legolide lokushintsha indawo liyavuleka: I-ChangXin Memory Technologies ithuthukisa ukuqinisekiswa kwamakhasimende kwe-DDR5, ihlose isabelo semakethe esingaphezu kuka-5%. Amabhizinisi afana ne-GigaDevice kanye ne-Longsys enza imizamo ngokusebenzisa izixhumanisi ezahlukene. Izici ezinhle zifaka phakathi ukuxhaswa ngezimali kwenqubomgomo kanye nokuthambekela kokuthengwa kwempahla okuphansi, kodwa izithiyo ezifana nokuvinjelwa komshini we-lithography we-EUV ziyaqhubeka, okwenza impumelelo yemakethe ephezulu ibe nzima.
Isikhathi sokuthunyelwe: Jan-29-2026
