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Amakuru ku nganda: Urutonde 5 rwa mbere rwa semiconductors: Samsung yagarutse ku mwanya wa mbere, SK Hynix izamuka ku mwanya wa kane.

Amakuru ku nganda: Urutonde 5 rwa mbere rwa semiconductors: Samsung yagarutse ku mwanya wa mbere, SK Hynix izamuka ku mwanya wa kane.

Dukurikije imibare iheruka kuva kuriGartner, Samsung Electronics yitezweho kongera kugaragara nk'ikigouruganda runini rutanga ibikoresho bya semiconductormu bijyanye n'amafaranga yinjira, arenze Intel. Ariko, aya makuru ntakubiyemo TSMC, uruganda runini ku isi rw'ibyuma.

Inyungu za Samsung Electronics zisa n’izazamutse nubwo imikorere mibi yatewe n’inyungu za DRAM na NAND flash memory zagabanutse. SK Hynix, ifite inyungu ikomeye ku isoko rya high-bandwidth memory (HBM), yitezweho kuzamuka ikagera ku mwanya wa kane ku isi muri uyu mwaka.

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Isosiyete ikora ubushakashatsi ku isoko rya Gartner iteganya ko inyungu ku isi yose yinjizwa na semiconductors iziyongeraho 18.1% ugereranije n'umwaka ushize (miliyari 530 z'amadolari y'Amerika) ikagera kuri miliyari 626 z'amadolari y'Amerika mu 2024. Muri zo, inyungu yose y'abacuruza semiconductors 25 ba mbere yitezwe kwiyongeraho 21.1% ugereranyije n'umwaka, kandi isoko ryitezwe kwiyongera kuva kuri 75.3% mu 2023 kugera kuri 77.2% mu 2024, ubwiyongere bwa 1.9%.

Mu gihe cy’ihungabana ry’ubukungu ku isi, gutandukana kw’ibicuruzwa bya semiconductor bya AI nka HBM n’ibicuruzwa gakondo byarushijeho kwiyongera, bituma imikorere ivangavanze ku bigo bya semiconductor. Biteganijwe ko Samsung Electronics izagarura umwanya wa mbere yatakaje Intel mu 2023 mu mwaka umwe. Amafaranga Samsung yinjije mu bigo bya semiconductor umwaka ushize yari yitezwe kuba miliyari 66.5 z’amadolari y’Amerika, yazamutseho 62.5% ugereranyije n’umwaka ushize.

Gartner yavuze ko "nyuma y'imyaka ibiri yikurikiranya igabanuka ry'ibicuruzwa bya memori ryazamutse cyane umwaka ushize," kandi yahanuye ko igipimo mpuzandengo cy'izamuka rya Samsung mu myaka itanu ishize kizagera kuri 4.9%.

Gartner ateganya ko inyungu ku isi yose iziyongeraho 17% mu 2024. Nk’uko Gartner yabitangaje, inyungu ku isi yose iziyongeraho 16.8% ikagera kuri miliyari 624 z’amadolari mu 2024. Biteganijwe ko isoko rizagabanukaho 10.9% mu 2023 rikagera kuri miliyari 534 z’amadolari mu 2023.

Alan Priestley, visi perezida akaba n'umusesenguzi muri Gartner, yagize ati: “Mu gihe umwaka wa 2023 ugiye kurangira, icyifuzo gikomeye cya chips nka GPUs zikora amashusho (Animal processing units) zishyigikira akazi k’ubukorano (AI) ntikizaba gihagije kugira ngo gikemure igabanuka ry’imibare ibiri mu nganda za semiconductor muri uyu mwaka.” “Kugabanuka kw’ibikenewe n’abakiriya ba terefone zigendanwa na mudasobwa, hamwe n’amafaranga make akoreshwa mu bigo by’amakuru n’ibigo by’amakuru bikoresha ikoranabuhanga rya hyperscale, bigira ingaruka ku igabanuka ry’amafaranga yinjira muri uyu mwaka.”

Ariko, umwaka wa 2024 witezweho kuba umwaka wo kongera kuzamuka, aho inyungu ku bwoko bwose bwa chips ziyongera, bitewe n'izamuka ry'imibare ibiri ku isoko ry'ibikoresho byo kwibuka.

Biteganijwe ko isoko ry’ububiko ku isi rizagabanukaho 38.8% mu 2023, ariko rizazamuka mu 2024 hamwe n’izamuka rya 66.3%. Amafaranga yinjira muri NAND flash memory yitezwe kugabanukaho 38.8% mu 2023 akagera kuri miliyari 35.4 z’amadolari, bitewe n’ibura ry’ibikoresho rike n’ubwinshi bw’ibikoresho bitanga umusaruro bigatuma ibiciro bigabanuka. Mu mezi 3-6 ari imbere, ibiciro bya NAND biteganijwe kugabanuka kandi imiterere y’ababitanga izarushaho kuba myiza. Abasesenguzi ba Gartner bateganya ko bizazamuka cyane mu 2024, aho inyungu zizamuka zikagera kuri miliyari 53 z’amadolari, ubwiyongere bwa 49.6% buri mwaka.

Bitewe n’ubwinshi bw’ibikoresho bicuruzwa n’ubukene budahagije, abatanga ibicuruzwa muri DRAM barimo gukurikirana ibiciro ku isoko kugira ngo bagabanye ububiko bw’ibikoresho. Biteganijwe ko ibicuruzwa bicuruzwa bicuruzwa birengeje urugero ku isoko rya DRAM bizakomeza kugeza mu gihembwe cya kane cya 2023, bigatuma ibiciro bizamuka. Ariko, ingaruka zose z’izamuka ry’ibiciro ntizizagaragara kugeza mu 2024, aho inyungu za DRAM ziteganijwe kwiyongeraho 88% zikagera kuri miliyari 87.4 z’amadolari.

Iterambere ry'ubwenge bw'ubukorano (GenAI) n'uburyo bw'indimi nini ririmo gutuma hakenerwa seriveri za GPU zikora neza cyane n'amakarita yo kwihutisha akazi mu bigo by'amakuru. Ibi bisaba ko hashyirwaho uburyo bwo kwihutisha akazi muri seriveri z'ibigo by'amakuru kugira ngo hashyigikirwe amahugurwa n'isuzuma ry'imirimo ya AI. Abasesenguzi ba Gartner bavuga ko mu 2027, guhuza ikoranabuhanga rya AI mu bikorwa by'ibigo by'amakuru bizatuma haboneka seriveri nshya zirenga 20% zirimo uburyo bwo kwihutisha akazi.


Igihe cyo kohereza: Mutarama-20-2025