Ubwiyongere bukabije bw’ibiciro bya semiconductor ku isi byazamuye bucece ibiciro by’ibicuruzwa bya elegitoroniki y’abaguzi, hamwe na mudasobwa zigendanwa na tableti bigaragara ko izamuka ry’ibiciro gahoro gahoro ariko bigaragara ku masoko y’isi, nk’uko imibare iheruka gukurikiranwa n’inganda ibigaragaza.

Iterambere ryibiciro bikomeje kwibikoresho byingenzi, harimo DRAM na NAND flash, bihagaze nkumushoferi wambere wibikoresho bya elegitoroniki bigezweho byahinduwe. Imibare y’inganda yerekana ko ibipimo ngenderwaho bya DRAM chip byageze ku rwego rwo hejuru muri Gicurasi 2026, bikaba byiyongereyeho 25% ukwezi ku kwezi. Bitewe n’ubwubatsi bw’ibikorwa remezo bya AI hamwe no gutanga chip ku isi hose, ibiciro bya chip yibuka byakomeje kwiyongera cyane kuva umwaka watangira, aho Q1 2026 DRAM ibiciro byazamutse hafi 95%, kandi abasesenguzi bavuga ko izamuka rya 63% mu gihembwe cya kabiri.

Nkibyingenzi byingenzi bigize mudasobwa zigendanwa na tableti, guhora kwifaranga ryibiciro bya chip yibuka byagize umuvuduko udasubirwaho wibiciro kubakora ibikoresho bya elegitoroniki. Bitandukanye n’ibipimo binini, byahinduwe ku buryo bugaragara mu bihe byashize by’inganda, ibicuruzwa byinshi byamamaye byafashe ingamba zo "kuzamura ibiciro" muri iki gihe. Aho kugira ngo ibiciro rusange byiyongere, abayikora bazamuye ibiciro byibicuruzwa binyuze mu kuzamura ibipimo ngenderwaho by’ibiciro, kugabanya kugabanyirizwa inyungu, no gukuraho ibiciro biciriritse byinjira-urwego.

Ibigo by’ubushakashatsi ku isoko byerekana ko impuzandengo y’ibiciro by’isoko rya mudasobwa zigendanwa zikoresha ibicuruzwa byazamutseho 15% kugeza kuri 30% umwaka ushize. Moderi ya mudasobwa igendanwa yo mu rwego rwo hejuru kandi yubucuruzi yabonye uburyo bwo kohereza ibiciro bigaragara, hamwe n’ibiciro by’ibicuruzwa byiyongera bigera kuri 40%. Ibicuruzwa bya tableti, bishingiye cyane cyane kuri chip hamwe na modul yibuka yibikoresho, nabyo byakurikiranye icyerekezo cyo kuzamuka, hamwe nibikoresho bya tableti hagati kugeza hejuru-byanyuma byerekana ibiciro byazamutseho 10% kugeza kuri 20% ugereranije nu mpera zumwaka ushize.

Ibirango mpuzamahanga bya elegitoroniki mpuzamahanga birimo Dell, Lenovo, HP na Microsoft byose byahinduye sisitemu yo kugena ibicuruzwa bikurikiranye. Abantu bireba bashinzwe imishinga bavuze ku mugaragaro ko izamuka ry’ibiciro bya chip ryagabanyije inyungu z’amasosiyete ku buryo bugaragara, kandi guhindura ibiciro byoroheje ku bicuruzwa biva mu mahanga ni ingamba byanze bikunze kugira ngo bahangane n’uburinganire bw’inganda zitangwa n’ibisabwa. Abashinzwe inganda bagaragaje ko ibikoresho byo kwibuka ku isi byibanda cyane ku maboko y’abakora inganda zikomeye, kandi ubwiyongere bwa AI bwiyongera kuri seriveri ya chip bwarushijeho guhindura imitungo ya chip yo mu rwego rwa gisivili, bigatuma igitutu cy’ibiciro cy’abakoresha ibikoresho bya elegitoroniki bigora koroha mu gihe gito.

Abasesenguzi b'isoko bateganya ko ikibazo cyo gutanga chip ku isi hose ndetse no gukora ku giciro cyo hejuru kizakomeza mu gice cya kabiri cy'umwaka wa 2026.Ibiciro bya mudasobwa zigendanwa, tableti n'ibindi bicuruzwa byifashishwa mu bikoresho bya terefone bizakomeza kugenda buhoro buhoro, kandi ibihe by'ibikoresho bya elegitoroniki bihendutse biragenda birangira buhoro buhoro. Ku baguzi, igiciro rusange cyo kugura ibikoresho byubwenge byoroshye bizaguma kurwego rwo hejuru mugihe kiri imbere.