Keketseho e tsitsitseng ea litheko tsa lefats'e tsa semiconductor e phahamisitse litheko tsa lisebelisoa tsa elektroniki ka mokhoa o khutsitseng, ka lilaptop le matlapa a ntseng a eketseha a ntse a eketseha butle-butle mebarakeng ea lefats'e, ho latela lintlha tsa morao-rao tsa tlhahlobo ea indasteri.

Kopano ea litheko e ntseng e tsoela pele ea li-core memory chips, ho kenyeletsoa DRAM le NAND flash, e eme e le mokhanni oa mantlha oa liphetoho tsa morao-rao tsa litheko tsa bareki. Lipalopalo tsa indasteri li bonts'a hore litheko tsa chip tsa DRAM tsa benchmark li fihlile holimo ka Mots'eanong 2026, tse tšoaeang keketseho ea 25% ea khoeli le khoeli. E susumetsoa ke kaho ea meaho ea AI e ntseng e eketseha le phepelo e tiileng ea li-chip lefatšeng ka bophara, litheko tsa memori ea memori li bolokile lebelo le holimo ho tloha qalong ea selemo, ka litheko tsa Q1 2026 DRAM li nyoloha ka hoo e ka bang 95%, mme bahlahlobisisi ba rera ho nyoloha ka 63% kotareng ea bobeli.

Joalo ka likarolo tsa mantlha tsa lilaptop le matlapa, theko e tsoelang pele ea theko ea li-memory chips e thehile khatello e ke keng ea khutlisoa ea litšenyehelo bakeng sa baetsi ba lisebelisoa tsa elektroniki. Ho fapana le litokiso tsa litheko tse kholo, tse hlakileng linakong tse fetileng tsa indasteri, likhoebo tse kholo li nkile leano la "ho nyolla litheko" lekhetlong lena. Sebakeng sa ho nyolloa ha litheko tsa sechaba, bahlahisi ba phahamisitse litheko tsa lihlahisoa ka mokhoa o poteletseng ka ho ntlafatsa maemo a litheko, ho fokotsa litheolelo tse ikhethileng, le ho tlosa mefuta ea maemo a tlase.

Litsi tsa lipatlisiso tsa mebaraka li bontša hore karolelano ea theko ea 'maraka ea li-laptops tse tloaelehileng e nyolohile ka 15% ho isa ho 30% selemo ho fihlela joale. Mefuta e phahameng ea boqapi le ea khoebo ea lilaptop e bone phetiso ea litšenyehelo e hlakileng haholoanyane, ka keketseho ea theko ea sehlahisoa e fihlang ho 40%. Lihlahisoa tsa letlapa, tse itšetlehileng haholo ka li-module tsa chip tse kopantsoeng le memori, le tsona li latetse mokhoa o holimo, ka lisebelisoa tsa li-tablet tsa bohareng ba ho qetela tse tlalehang keketseho e tsitsitseng ea theko ea 10% ho ea ho 20% ha e bapisoa le qetellong ea selemo se fetileng.

Mefuta e meholo ea machaba ea lisebelisoa tsa elektroniki ho kenyeletsoa Dell, Lenovo, HP le Microsoft kaofela li fetotse litsamaiso tsa tsona tsa litheko tsa lihlahisoa ka ho latellana. Batho ba amehang ba ikarabellang bakeng sa likhoebo ba boletse phatlalatsa hore ho nyoloha ho sa khaotseng ha litšenyehelo tsa chip ho fokolitse phaello ea khoebo haholo, 'me tokiso e poteletseng ea litheko tsa lihlahisoa tsa thekiso ke mohato o ke keng oa qojoa oa ho sebetsana le ho se leka-lekane ha tlhokahalo ea phepelo ea indasteri. Basebeletsi ba indasteri ba senoletse hore phepelo ea memori ea lefats'e e tsepamisitsoe haholo matsohong a bahlahisi ba etelletseng pele, mme ts'ebetso e tsamaisoang ke AI ea tlhokeho ea chip ea seva e khelositse lisebelisoa tsa chip tsa maemo a sechaba, e leng ho etsang hore ho be thata ho fokotsa khatello ea litšenyehelo tsa baetsi ba lisebelisoa tsa elektroniki nakong e khuts'oane.

Bahlahlobisisi ba 'maraka ba bolela esale pele hore khaello ea phepelo ea li-chip lefatšeng ka bophara le ts'ebetso ea ts'ebetso ea theko e phahameng e tla tsoelapele ho pholletsa le halofo ea bobeli ea 2026. Theko ea li-laptops, matlapa le lihlahisoa tse ling tse bohlale tsa li-terminal li tla boloka mokhoa oa ho nyoloha butle, 'me mehla ea lisebelisoa tsa elektronike tse theko e tlaase e ntse e fela butle-butle. Bakeng sa bareki, litšenyehelo tse akaretsang tsa ho reka lisebelisoa tse nkehang tse bohlale li tla lula li le maemong a holimo haufinyane.