Inganda Amakuru: Urutonde 5 rwambere rwa Semiconductor: Samsung Yagarutse Hejuru, SK Hynix Yazamutse kumwanya wa kane.

Ikigo cy’ubushakashatsi ku isoko Gartner giteganya ko amafaranga y’amashanyarazi yinjira ku isi aziyongera ku gipimo cya 18.1% kuva mu mwaka ushize (miliyari 530 z’amadolari y’Amerika) agera kuri miliyari 626 z’amadolari ya Amerika mu 2024. Muri bo, amafaranga yose y’abatanga amasoko 25 ya mbere ateganijwe kwiyongera ku gipimo cya 21.1% umwaka ushize, naho umugabane w’isoko ukazamuka ukava kuri 75.3% muri 2023 kugeza kuri 77.2%.

Mu rwego rwo guhangana n’ubukungu bwifashe nabi ku isi, polarisiyasi y’ibikenerwa ku bicuruzwa bya semiconductor ya AI nka HBM n’ibicuruzwa gakondo byarushijeho kwiyongera, bituma imikorere ivanze n’amasosiyete akora imashanyarazi. Biteganijwe ko Samsung Electronics izagarura umwanya wa mbere yatakaje Intel muri 2023 mugihe cyumwaka. Umwaka ushize Samsung yinjiza igice cya kabiri cyinjiza miliyari 66.5 zamadorali y’Amerika, yiyongereyeho 62.5% ugereranije n’umwaka ushize.

Gartner yavuze ko "nyuma y’imyaka ibiri ikurikiranye igabanuka, ibicuruzwa byibukwa byongeye kwiyongera mu mwaka ushize," kandi avuga ko ikigereranyo cy’ubwiyongere bwa Samsung buri mwaka mu myaka itanu ishize kizagera kuri 4.9%.

Gartner ivuga ko mu mwaka wa 2024 amafaranga yinjira mu gice cya kabiri aziyongera ku gipimo cya 17 %.Nk'uko Gartner iheruka kubitangaza, biteganijwe ko amafaranga yinjira mu kirere aziyongera ku gipimo cya 16.8% akagera kuri miliyari 624 mu 2024. Biteganijwe ko isoko rizagabanuka 10.9% muri 2023 rikagera kuri miliyari 534 z'amadolari.

Alan Priestley, visi perezida akaba n'isesengura muri Gartner, yagize ati: "Mu gihe 2023 yegereje, hakenewe cyane chip nk'ibice bitunganya ibishushanyo mbonera (GPUs) bishyigikira imirimo ya AI ntibizaba bihagije kugira ngo igabanuka ry'imibare ibiri mu nganda zikoresha amashanyarazi muri uyu mwaka." "Kugabanuka kw'abakiriya ba terefone na PC, hamwe no gukoresha amafaranga make mu bigo by’amakuru ndetse no mu bigo by’amakuru ya hyperscale, bigira ingaruka ku kugabanuka kwinjiza muri uyu mwaka."

Nyamara, 2024 biteganijwe ko uzaba umwaka wongeye kugaruka, hamwe ninjiza yubwoko bwose bwa chip ikura, bitewe nubwiyongere bwimibare ibiri kumasoko yibuka.

Biteganijwe ko isoko ryo kwibuka ku isi rizagabanukaho 38.8% muri 2023, ariko mu 2024 rikongera kwiyongera 66.3%. Biteganijwe ko amafaranga yinjira muri NAND flash yibuka azagabanuka 38.8% muri 2023 agera kuri miliyari 35.4 z'amadolari, kubera ubushake buke ndetse no gutanga ibicuruzwa byinshi bigatuma ibiciro bigabanuka. Mu mezi 3-6 ari imbere, ibiciro bya NAND biteganijwe ko bizamanuka kandi ibintu kubatanga ibintu bizagenda neza. Abasesenguzi ba Gartner bavuga ko mu 2024 hazabaho ubukungu bukomeye, aho amafaranga yinjije agera kuri miliyari 53 z'amadolari, umwaka ushize ukiyongera 49.6%.

Kubera amasoko menshi kandi adakenewe, abatanga DRAM biruka ibiciro byisoko kugirango bagabanye ibarura. Biteganijwe ko amasoko ya DRAM arengaho azakomeza kugeza mu gihembwe cya kane 2023, bigatuma ibiciro bizamuka. Icyakora, ingaruka zose z’izamuka ry’ibiciro ntizigaragara kugeza mu 2024, igihe biteganijwe ko amafaranga yinjira muri DRAM aziyongera 88% akagera kuri miliyari 87.4.

Iterambere ryubwenge bwa artile (GenAI) hamwe nururimi runini rutera icyifuzo cya seriveri ya GPU ikora cyane hamwe namakarita yihuta mubigo byamakuru. Ibi birasaba kohereza ibintu byihuta byakazi muri seriveri yikigo kugirango dushyigikire amahugurwa no gufata umwanzuro wimirimo ya AI. Abasesenguzi ba Gartner bavuga ko mu 2027, kwinjiza ikoranabuhanga rya AI mu bikorwa bya data center bizavamo ibice birenga 20% bya seriveri nshya irimo umuvuduko wakazi.