Nkhani Zamakampani: Masanjidwe Apamwamba 5 A Semiconductor: Samsung Ibwerera Pamwamba, SK Hynix Ikwera Pamalo Achinayi.

Kampani yofufuza zamsika Gartner ikuneneratu kuti ndalama zapadziko lonse lapansi za semiconductor zidzakwera ndi 18.1% kuchokera chaka cham'mbuyo (US $ 530 biliyoni) mpaka US $ 626 biliyoni mu 2024. Pakati pawo, ndalama zonse za ogulitsa 25 apamwamba a semiconductor akuyembekezeka kuwonjezeka ndi 21.1% chaka ndi chaka, ndipo gawo la msika la 3% likuyembekezeka kuwonjezeka kuchokera ku 20% mpaka 2024. 77.2% mu 2024, kuwonjezeka kwa 1.9 peresenti.

Potengera kugwa kwachuma padziko lonse lapansi, kufalikira kwa kufunikira kwa zinthu za AI semiconductor monga HBM ndi zinthu zachikhalidwe zachulukirachulukira, zomwe zidapangitsa kuti makampani a semiconductor azichita mosiyanasiyana. Samsung Electronics ikuyembekezeka kupezanso malo apamwamba omwe Intel adataya mu 2023 mkati mwa chaka. Ndalama za Samsung za semiconductor chaka chatha zikuyembekezeka kukhala US $ 66.5 biliyoni, kukwera 62.5% kuchokera chaka chatha.

Gartner adanenanso kuti "pambuyo pa zaka ziwiri zotsatizana zakutsika, ndalama zokumbukira zidachulukira kwambiri chaka chatha," ndipo adaneneratu kuti kuchuluka kwa Samsung pachaka kwazaka zisanu zapitazi kudzafika 4.9%.

Gartner amalosera kuti ndalama zapadziko lonse lapansi za semiconductor zidzakula 17% mu 2024. Malinga ndi zomwe Gartner adaneneratu, ndalama zapadziko lonse lapansi zikuyembekezeka kukula 16.8% mpaka $624 biliyoni mu 2024. Msika ukuyembekezeka kutsika 10.9% mu 2023 mpaka $534 biliyoni.

"Pomwe 2023 ikuyandikira, kufunikira kwakukulu kwa tchipisi monga ma graphics processing units (GPUs) omwe amathandizira kuchulukira kwa ntchito za AI sikungakhale kokwanira kuthana ndi kuchepa kwa manambala awiri m'makampani a semiconductor chaka chino," atero a Alan Priestley, wachiwiri kwa purezidenti komanso katswiri ku Gartner. "Kuchepa kwa kufunikira kwa makasitomala a smartphone ndi ma PC, komanso kuwononga ndalama zochepa m'malo opangira ma data ndi ma hyperscale data centers, kukukhudza kuchepa kwa ndalama chaka chino."

Komabe, 2024 ikuyembekezeka kukhala chaka chobwereza, ndi ndalama zamitundu yonse ya chip zomwe zikukula, motsogozedwa ndi kukula kwa manambala awiri pamsika wamakumbukiro.

Padziko lonse lapansi msika wamakumbukiro akuyembekezeka kutsika ndi 38.8% mu 2023, koma mu 2024 ndi chiwonjezeko cha 66.3%. Ndalama za NAND flash memory zikuyembekezeka kutsika ndi 38.8% mu 2023 kufika $35.4 biliyoni, chifukwa chosowa mphamvu komanso kuchulukirachulukira komwe kumabweretsa kutsika kwamitengo. M'miyezi 3-6 ikubwerayi, mitengo ya NAND ikuyembekezeka kutsika ndipo zinthu zidzayenda bwino kwa ogulitsa. Ofufuza a Gartner akuneneratu kuti kuchira kwamphamvu mu 2024, ndalama zikukwera mpaka $ 53 biliyoni, kuwonjezeka kwa chaka ndi 49.6%.

Chifukwa chakuchulukirachulukira komanso kufunikira kosakwanira, ogulitsa a DRAM akuthamangitsa mitengo yamsika kuti achepetse kusungirako. Kuchulukirachulukira kwa msika wa DRAM kukuyembekezeka kupitilira gawo lachinayi la 2023, zomwe zikubweretsa kutsika kwamitengo. Komabe, kukhudzika kwathunthu kwakukwera kwamitengo sikudzamveka mpaka 2024, pomwe ndalama za DRAM zikuyembekezeka kukula 88% mpaka $87.4 biliyoni.

Kukula kwa luntha lopanga kupanga (GenAI) ndi mitundu yayikulu yazilankhulo kukuyendetsa kufunikira kwa ma seva a GPU ochita bwino kwambiri ndi makhadi othamangitsa m'malo opangira ma data. Izi zimafuna kutumizidwa kwa ma accelerator olemetsa ntchito m'maseva a data center kuti athandizire kuphunzitsa ndi kufotokozera za kuchuluka kwa ntchito za AI. Ofufuza a Gartner akuyerekeza kuti pofika chaka cha 2027, kuphatikiza kwaukadaulo wa AI muzogwiritsa ntchito pa data center kudzapangitsa kuti ma seva atsopano a 20% azikhala ndi ma accelerator olemetsa ntchito.