Malinga ndi ziwerengero zaposachedwa kuchokeraGartner, Samsung Magetsi akuyembekezeka kukhalanso ndi malo akewamkulu kwambiri semiconductor othandiziramalinga ndi ndalama, zopambana intel. Komabe, izi sizikuphatikiza tsmc, malo opezeka kwambiri padziko lonse lapansi.
Ndalama za Samsung zamagetsi zikuwoneka kuti zakhala zikuchitika ngakhale kuti sizikuyenda bwino chifukwa chongowononga ndalama za drim ndi n ndikumbukire. SK Hishnix, yomwe ili ndi mwayi wamphamvu m'makumbukidwe apamwamba kwambiri (HBM), ikuyembekezeka kukwera kumalo achinayi padziko lapansi chaka chino.
Garcer Office Gearcer ikulosera kuti Remicocy Revenue idzachuluka ndi 18.1% kuchokera chaka chapitacho (US $ 530 biliyoni) kwa US $ 624. -Ochaka, ndi gawo lamsika likuyembekezeka kuwonjezeka kuchokera pa 75.3% mu 2023 mpaka 77.2% mu 2024, kuchuluka kwa mfundo za 1.9 peresenti.
Potengera backrops ya chuma chachuma padziko lonse lapansi. Samsung zamagetsi zikuyembekezeka kukhalanso pamalo apamwamba otayika ku Intel mu 2023 pasanathe chaka. Samsucki ya Semicocy Revenue chaka chatha ankayembekezeka kukhala US $ 66.5 biliyoni, mpaka 62.5% kuchokera chaka chatha.
Garcer anati "Pambuyo pazaka ziwiri zotsatizana zotsika, ndalama zotsogola zomwe zidanenedwa kwambiri chaka chatha," ndipo zidalosera kuti Samsung's Farvance Hight Highter zaka zisanu zapitazi zidzafika pa 4,9%.
Garcer amaneneratu kuti ndalama za semiconductor za mayiko zimakula bwino 17% mu 2024. Malinga ndi Garcer's Reconducy Recoune ikuyembekezeka kukula 16.8% mpaka $ 624. Msika ukuyembekezeka kukana 1023 biliyoni.
"Monga 2023 ikufunira chips chofunda monga ma graphics kukonza magetsi (gpus) omwe amathandizira kutsika kwa AI Katswiri pa gartner. "Kuchepetsa Makasitomala a Smartphone ndi PC, kuphatikiza ndi ndalama zofooka mu malo osungirako zinthu ndi malo a hypercale."
Komabe, 2024 ikuyembekezeka kukhala chaka chobwerekera kwambiri, ndi zolipiritsa za mitundu yonse yakukula, yoyendetsedwa ndi kukula kwa manambala awiri pamsika wa Memory.
Msika wa Morth Memon akuyembekezeredwa kukana ndi 38.8% mu 2023, koma kubwezeretsanso mu 2024 ndi kuchuluka kwa 66.3%. NAN Flash Memory Reven ikuyembekezeka kugwa ndi 38.8% mu 2023 mpaka $ 35.4 biliyoni, chifukwa chofooka ndikuwongolera mitengo. M'miyezi yotsatira ya 3-6, ndipo mitengo ikuyembekezeredwa pansi ndipo zinthu zogulitsa zikuyenda bwino. Katswiri wa gartner amaneneratu kuchira kwathunthu mu 2024, ndi ndalama zotuluka $ 53 biliyoni, kuchuluka kwa chaka chimodzi cha 49.6%.
Chifukwa cha kuchuluka kwamphamvu komanso kosakwanira, othandizira ogulitsa omwe amayendetsa mitengo yamsika kuti muchepetse kufufuza. Msika wa DRA Ukuchulukirachulukira kuti apitilize kudutsa gawo lachinayi la 2023, ndikuwongolera mtengo. Komabe, njira zonse za kuchuluka kwa mtengo sizingamveke mpaka 2024, pomwe Revem Reven ikuyembekezeka kukula 88% mpaka $ 87.4 biliyoni.
Kukula kwa luntha lopanga zopanga (Geai) ndi zitsanzo zazikulu zilankhulo zimayendetsa ma seva apamwamba kwambiri a GPU ndi makhadi othamangitsira m'magawo a data. Izi zimafuna kutumizidwa kwa ntchito zonyamula katundu pa maseva a data ku Center kuti athandizire maphunziro ndi ntchito za AI. Katswiri wa gartner akuyerekeza kuti pofika 2027, kuphatikiza kwa ukadaulo wa AI mu malo osungirako za data kumabweretsa zoposa 20% ya maseva atsopano omwe ali ndi ma acylones okwera.
Post Nthawi: Jan-20-2025