I-DRAMeXchange yathi ixabiso lentengo yemvumelwano lase-DRAM ngo-Agasti walo nyaka lalifana nakwinyanga ephelileyo, kwaye ixabiso eliqhelekileyo le-DDR4 8GB leza kwi-25,5 yeedola. Nangona ixabiso lekhontrakthi kaSeptemba lisaxoxwa, kusenokwenzeka ukuba lihlale lisicaba. Sijonge phambili ku-2020, ngenxa yokuqhelaniswa nenjongo yokuqhelaniswa nabenzi abathathu be-DRAM, uqikelelo lwenkcitho-mali luya kuncitshiswa ubuncinci yi-10% xa kuthelekiswa nalo nyaka. Ukukhula kwemveliso kunyaka ophelileyo nako kuyeyona iphantsi kakhulu kwiminyaka eli-10 edluleyo, yi-12.5% kuphela, ebeka isiseko esithile sokuphindaphindwa kwexabiso.
Kwicala lemakethi, ngemvume yoorhulumente baseJapan ukuthumela ngaphandle izixhobo ezingumveliso wesampondoror, umba wokurhweba phakathi kweJapan neSouth Korea uqale ngoJulayi, kodwa ngeli xesha, abathengi be-OEM bachukunyiswa zizinto ezingaqinisekanga kunye nezinto ebezilindelekile zengqondo. isitokhwe sezitokhwe ukuba sikhuphuke. Umgangatho wamanzi esitokhwe uye wehla kancinci, usiya kumanqanaba aqhelekileyo amanzi.
Ukongeza, isizini lesithathu liyahambelana nexesha lokuphakama kwendabuko, kwaye i-United States iya kuqala ukumisela uluhlu lwamaxabiso kwiimveliso ze-elektroniki ezithunyelwa kwamanye amazwe ekuqaleni kukaDisemba, nazo ezinesiphumo sokuhambisa kwangoko. Ibango lomelele kunokuba belilindelekile, elivumela abavelisi beDRAM ukuba baxoxe ngamaxabiso. Isimo sengqondo besiqinile, kwaye ixabiso liphela lekota yesithathu liye labuyisela ukuhla kwasekuqaleni kwaza kwaguquka.
UJibang uphinde wahlalutya ukuba isicwangciso sokwandiswa kweefektri ezintathu eziphambili zaseDRAM siye sakwazi ukugcina imeko. Umzekelo, isityalo sika-Samsung's Pyeongtaek II sisondela esiphelweni, kodwa asizukungena ekudluliseleni kurhwebo kude kube kwikota yesibini ka-2020, kwaye izixhobo ezisandisiweyo zongezwa kuphela ukuxhasa inguqu kwikamva le-1Z nano-process, isixa esipheleleyo sefilimu siya kuthanda babe ngokulinganayo kulo nyaka.
Isityalo se-MK Hynix samva nje se-M16 siza kugqitywa kwisiqingatha sesibini sonyaka olandelayo. Ukonyuka okukhawulezayo kwamandla okuvelisa kuya kubakho kude kube ngu-2021, kwaye umzi-mveliso wakudala M10 uya kuguqulwa ngokuthe ngcembe ube yi-OEM. Kuqikelelwa ukuba ivolumu yokuvelisa ye-DRAM ayizukunyuka okanye yehle kunyaka olandelayo.
Isityalo esakha i-F esongezwa nguMicron kulo nyaka kwisityalo saseHiroshima siza kuxhasa ukuhanjiswa kwinkqubo ye-1Z nano-process. Umthamo opheleleyo wesityalo seHiroshima awukhuphuki. Isityalo esitsha se-A3 esakhiwa nguMgcini weMicron eTaiwan siyakuxhasa inkqubo ye-1Znm kwinqanaba lokuqala kwaye yandise imveliso kwixesha elifutshane. Ithuba alikho likhulu, nangona kunjalo, uJibang ukholelwa ukuba isiseko sezityalo ze-A3 sincinci, kwaye kusekho ukubakho komthamo omtsha kwixesha elizayo.
Ngokuphathelele kwimizi mveliso yomhlaba, okwangoku kukho iziseko ezibini zokuvelisa iDRAM. I-Hefei Changxin enkulu ibekwe kwimveliso. Iimveliso zokuqala ikakhulu zi-DDR4 8Gb. Kwisiqingatha sokuqala sonyaka ozayo, kuya kubakho iimveliso ze-LPDDR4 8Gb, ezakuqhubeka nokuya kwimveliso yobunzima, kodwa kulindeleke ukuba ifike. Ngo-2021, umthamo wemveliso uya kuba nethuba lokufikelela kwi-100,000 okanye ngaphezulu komthwalo opheleleyo.
Nangona uFujian Jinhua wachaphazeleka kukuvalwa komsebenzi yi-US, izixhobo zase-US azikwazanga kugcinwa ziinjineli zomzi-mveliso, kodwa abo bangaphakathi basazama ukuhlengahlengisa iiparameter zabo ukuze zisebenze. Kulindeleke ukuba ifilimu ibe phakathi kwe-10,000 yeeyunithi kulo nyaka uzayo.
Lilonke, i-Jibang iqikelela ukuba ngonyaka ka-2020, umthamo wotyalo-mali we-DRAM welizwe uza kubalelwa kwi-3% yotyalo-mali lwehlabathi, kwaye iziphumo ezizimeleyo zemveliso ziya kuhlala zincinci. Kwixa elizayo, ishishini lememori esisiseko lisadinga ukoyisa imiceli mngeni yesivuno, ukwakhiwa komatshini kunye ne-IP, kunye nexesha elichanekileyo lokuchaphazeleka kokunikezelwa kwemizi-mveliso ye-DRAM kufuneka kuqhubeke ukubonwa.