Kuwedzera kwakasimba kwemitengo yepasirese semiconductor kwakwidza chinyararire mitengo yekutengesa yemagetsi evatengi, nemalaptops makuru uye mahwendefa achiona zvishoma nezvishoma asi zvichionekwa mutengo uchikwira pamisika yepasirese, sekureva kwazvino indasitiri yekuongorora data.

Mutengo unoenderera mberi weiyo core memory chips, kusanganisira DRAM neNAND flash, inomira seyekutanga mutyairi weazvino mutengi wemitengo yemagetsi ekugadzirisa. Huwandu hweindasitiri hunoratidza kuti bhenji DRAM chip mitengo yakakwira rekodhi muna Chivabvu 2026, zvichimaka kuwedzera kwe25% mwedzi-pa-mwedzi. Inofambiswa nekuwedzera kweAI kuvaka zvivakwa uye yakasimba yepasirese chip supply, memory chip mitengo yakaramba yakasimba yakakwira kubva kutanga kwegore, nemitengo yeQ1 2026 DRAM ichikwira neinoda kusvika 95%, uye vaongorori vachifungidzira imwezve 63% kukwira mukota yechipiri.

Sezvinhu zvakakosha zvemalaptops uye mahwendefa, kuenderera mberi kwemitengo yekukwira kwememory chips kwakagadzira isingadzokerike mutengo wekumanikidza kune vanogadzira zvemagetsi. Yakasiyana neyakakura-yakakura, yakajeka mitengo yakagadziridzwa mumaindasitiri apfuura, mhando dzakawanda dzemhando dzakatora "stealth price kukwira" zano panguva ino. Panzvimbo yekuwedzera kwemitengo yeruzhinji, vagadziri vakakwidza mitengo yezvigadzirwa zvine hungwaru kuburikidza nekusimudzira zvimiro zvemitengo, kudzikisa zvidzikisiro zvakasarudzika, uye kubvisa mamodhi akaderera ekupinda-chikamu.

Masangano ekutsvagisa misika anoratidza kuti avhareji mutengo wemusika wemalaptops evatengi wakakwira ne15% kusvika 30% gore-kusvika-zvino. Yepamusoro-yekupedzisira yekugadzira uye yebhizinesi laptop modhi yakaona zvakanyanya kujeka mutengo kutapurirana, nemutengo wechigadzirwa wega wega uchikwira kusvika ku40%. Zvigadzirwa zvepiritsi, izvo zvinovimba zvakanyanya neyakasanganiswa chip uye memory modules, zvakateverawo kukwira kumusoro, nepakati-kusvika-yepamusoro-yekupedzisira mahwendefa emidziyo inorekodha mutengo wakadzikama we10% kusvika 20% uchienzaniswa nekupera kwegore rapfuura.

Zvigadzirwa zvemagetsi zvepasi rose zvinosanganisira Dell, Lenovo, HP neMicrosoft vese vakagadzirisa masisitimu avo emitengo zvakatevedzana. Vanhu vakakodzera vanotungamira mabhizinesi vakataura pachena kuti kukwira kuri kuramba kuchikwira kwemitengo yechip kwave kudzvanya mibairo yemakambani zvakanyanya, uye kugadziridzwa kwemitengo kusinganzwisisike kwezvigadzirwa zvekupedzisira idanho risingadzivisike rekutarisana nekusaenzana kweiyo indasitiri. Indasitiri vemukati vakaratidza kuti yepasi rose memory chip supply yakatarisana zvakanyanya mumaoko evanotungamira vanogadzira, uye iyo AI-inotyairwa kuvhiya muserver chip kudiwa kwakawedzera kutsausa zviwanikwa zvegiredhi chip zviwanikwa, zvichiita kuti kumanikidzwa kwemitengo yevagadziri vemagetsi kunetsa kudzikamisa munguva pfupi.

Vaongorori vemusika vanofanotaura kuti kuperevedza kwepasi rose chip kuperevedza uye mutengo wepamusoro-maitiro ekushanda uchaenderera mberi mukati mehafu yechipiri ye2026. Mutengo welaptops, mahwendefa uye zvimwe zvigadzirwa zve smart terminal zvichachengetedza kunonoka kukwira kumusoro, uye nguva yemutengo wakaderera wemagetsi mutengi zvishoma nezvishoma iri kusvika kumagumo. Kune vatengi, mutengo wakazara wekutenga inotakurika smart zvishandiso ucharamba uri padanho repamusoro munguva pfupi iri kutevera.