Ib qho kev nce ntxiv hauv ntiaj teb cov nqi semiconductor tau ntsiag to thawb cov nqi muag khoom ntawm cov neeg siv khoom siv hluav taws xob, nrog rau cov khoos phis tawj thiab cov ntsiav tshuaj pom maj mam tseem pom tus nqi nce siab thoob ntiaj teb kev lag luam, raws li cov ntaub ntawv soj ntsuam kev lag luam tshiab.

Tus nqi txuas mus ntxiv ntawm cov tseem ceeb nco chips, suav nrog DRAM thiab NAND flash, sawv ua tus thawj tsav tsheb ntawm cov neeg siv khoom siv hluav taws xob tshiab hloov kho nqi. Kev lag luam txheeb cais qhia tau hais tias tus qauv DRAM nti tus nqi tau ntaus cov ntaub ntawv siab nyob rau lub Tsib Hlis 2026, ua rau 25% ntawm lub hli nce. Tsav los ntawm booming AI infrastructure kev tsim kho thiab nruj thoob ntiaj teb chip mov, nco chip tus nqi tau tuav lub zog nce siab txij li thaum pib ntawm lub xyoo, nrog Q1 2026 DRAM tus nqi nce los ntawm ze li ntawm 95%, thiab cov kws tshuaj ntsuam xav tias yuav nce ntxiv 63% hauv lub quarter thib ob.

Raws li cov ntsiab lus tseem ceeb ntawm cov khoos phis tawj thiab cov ntsiav tshuaj, tus nqi nce ntxiv ntawm cov cim xeeb chips tau tsim cov nqi tsis txaus siab rau cov tuam txhab hluav taws xob. Sib txawv los ntawm qhov loj-loj, qhia meej tus nqi hloov pauv hauv kev lag luam yav dhau los, feem ntau cov khoom lag luam tseem ceeb tau siv lub tswv yim "stealth price hike" lub sijhawm no. Hloov chaw rau pej xeem cov nqi nce, cov tuam txhab tsim khoom tau nce cov khoom lag luam me me los ntawm kev txhim kho cov txheej txheem kev teeb tsa tus nqi, txo cov nqi txo qis, thiab txo qis tus nqi nkag-qib qauv.

Cov koom haum tshawb fawb kev lag luam taw qhia tias qhov nruab nrab tus nqi lag luam ntawm cov neeg siv khoom lag luam tseem ceeb tau nce 15% txog 30% xyoo dhau los. High-end muaj tswv yim thiab ua lag ua luam qauv laptop tau pom ntau pom tseeb tus nqi kis tau tus mob, nrog rau cov khoom tus nqi nce mus txog 40%. Cov khoom lag luam ntsiav tshuaj, uas vam khom ntau ntawm kev sib xyaw nti thiab lub cim xeeb modules, kuj tau ua raws li kev nce siab, nrog rau nruab nrab-rau-high-end ntsiav tshuaj cov cuab yeej sau tus nqi nce ntawm 10% mus rau 20% piv nrog rau xyoo tas los.

Cov khoom siv hluav taws xob thoob ntiaj teb tseem ceeb suav nrog Dell, Lenovo, HP thiab Microsoft tau hloov kho lawv cov nqi khoom lag luam txuas ntxiv. Cov neeg muaj feem cuam tshuam txog kev lag luam tshaj tawm hais tias qhov nce ntxiv hauv cov nqi nti tau ua rau cov neeg lag luam tau txais txiaj ntsig zoo, thiab kev hloov pauv tus nqi ntawm cov khoom siv davhlau ya nyob twg yog ib qho kev ntsuas uas tsis tuaj yeem tiv thaiv kev lag luam kev xav tau tsis txaus. Kev lag luam sab hauv tau tshaj tawm tias lub ntiaj teb nco chip mov yog muaj zog heev nyob rau hauv tes ntawm cov tuam txhab ua lag luam, thiab AI-tsav surge nyob rau hauv cov neeg rau zaub mov chip xav tau ntxiv kev hloov pauv pej xeem-qib chip peev txheej, ua rau cov nqi siab ntawm cov neeg siv khoom siv hluav taws xob tsim khoom yooj yim rau lub sijhawm luv.

Cov kws tshuaj ntsuam xyuas kev lag luam kwv yees tias lub ntiaj teb cov khoom siv chips tsis txaus thiab cov nqi lag luam siab yuav txuas ntxiv mus thoob plaws ib nrab xyoo 2026. Tus nqi ntawm cov laptops, ntsiav tshuaj thiab lwm yam khoom siv ntse yuav tswj tau qhov kev sib tw qeeb, thiab lub sijhawm ntawm cov neeg siv khoom siv hluav taws xob qis tau maj mam los txog qhov kawg. Rau cov neeg tau txais kev pab, tag nrho cov nqi ntawm kev yuav khoom portable smart devices yuav nyob twj ywm nyob rau theem siab nyob rau yav tom ntej.