Mu gusubiza ku mugaragaro isoko rya CFM flash memory riherutse kwirukanwa na Micron mu Bushinwa:
Bitewe n’uko ibicuruzwa bya NAND bigendanwa bikomeje kugabanuka ku isoko ndetse n’iterambere rigabanuka ugereranije n’andi mahirwe ya NAND, tuzahagarika iterambere ry’ibicuruzwa bya NAND bigendanwa ku isi mu gihe kizaza, harimo no guhagarika iterambere rya UFS5.
Micron yavuze ko icyo cyemezo kigira ingaruka gusa ku iterambere ry’ibicuruzwa bya NAND byo ku isi, kandi kompanyi izakomeza guteza imbere no gushyigikira ibindi bisubizo bya NAND, nka SSD na NAND ku masoko y’imodoka n’andi masoko.
Micron izakomeza kandi guteza imbere no gushyigikira isoko rya DRAM ku isi hose hamwe n’ibicuruzwa bya DRAM bikomeye mu nganda.
Mu myaka ya vuba aha, ubwo amasosiyete akomeye mu ikoranabuhanga yongereraga ishoramari ryayo mu bigo by’ikoranabuhanga bya AI, inganda zikora ibikoresho bya semiconductor nka Micron zabonye ko amadara ya HBM (high-bandwidth memory chips) yiyongeraga cyane bitewe n’ubushobozi bwazo bukomeye bwo gutunganya amakuru.
Ubu iyi sosiyete yiteze ko izinjiza miliyari 11.2 z'amadolari buri gihembwe, aho izinjiza miliyoni 100 z'amadolari, ugereranije n'ibyo yari iteganya ko izinjiza miliyari 10.7 z'amadolari mbere, aho izinjiza miliyoni 300 z'amadolari.
Micron kandi yazamuye igipimo cy’inyungu rusange mu gihembwe cya kane kigera kuri 44.5%, aho ihindagurika rya 0.5%, ugereranije n’iteganyagihe ryari ryarateganyijwe mbere rya 42%, aho ihindagurika rya 1%.
Iteganyagihe ryavuguruwe rigaragaza ibiciro byazamutse, cyane cyane ku bicuruzwa bya dynamic random access memory (DRAM).
“Twibanda ku masoko yacu yose atandukanye hirya no hino ku isi, kandi ibiciro byarushijeho kuba byiza cyane,” Umuyobozi Mukuru w’Ubucuruzi muri Micron, Sumit Sadana, yabitangaje mu nama y’inganda kuwa mbere. “Twagize icyo tugeraho cyane mu kuzamura ibiciro.”
Umusesenguzi wa eMarketer, Jacob Bourne, yavuze ko imbogamizi ku bijyanye n’itangwa ry’ibikoresho mu musaruro wa HBM no gukenera cyane ubuhanga bw’ubukorano byatumye Micron ishyiraho ibiciro biri hejuru ku bicuruzwa byayo, ibi bikaba byaragaragaje ko inyungu yagabanutse ku bahanga ibyuma bicukura ibikoresho by’ubukorano.
Muri Kamena, Micron yatangaje ko iteganya kongera ishoramari ryayo muri Leta Zunze Ubumwe za Amerika ku kigero cya miliyari 30 z'amadolari, bigatuma ishoramari ryayo ryose rigera kuri miliyari 200 z'amadolari.
Igihe cyo kohereza: Kanama-18-2025