Ukwenyuka okuqhubekayo kwamanani entengo ye-semiconductor emhlabeni wonke kunyuse ngokuthula izintengo zokuthengwa kwezinto zikagesi ezithengwayo, ngamakhompyutha aphathekayo ajwayelekile namathebulethi abona ukunyuka kwamanani kancane kancane kodwa okubonakalayo kuzo zonke izimakethe zomhlaba, ngokusho kwedatha yakamuva yokuqapha imboni.

Umhlangano wentengo oqhubekayo wama-core memory chips, okuhlanganisa i-DRAM ne-NAND flash, umi njengomshayeli oyinhloko wokulungiswa kwakamuva kwentengo ye-electronics abathengi. Izibalo zemboni zikhombisa ukuthi amanani entengo e-chip ye-DRAM afinyelele irekhodi eliphezulu ngoMeyi 2026, okumaka ukwenyuka okungama-25% kwenyanga nenyanga. Iqhutshwa ukwakhiwa kwengqalasizinda ye-AI ekhulayo kanye nokuhlinzekwa kwe-chip yomhlaba okuqinile, izintengo ze-memory chip zigcine ukukhuphuka okuqinile kusukela ekuqaleni konyaka, njengoba amanani entengo e-Q1 2026 DRAM ekhuphuka cishe ngo-95%, futhi abahlaziyi babikezela ukukhuphuka okunye okungu-63% kwikota yesibili.

Njengezingxenye ezibalulekile zamakhompuyutha aphathekayo namathebulethi, ukwenyuka kwezindleko okuqhubekayo kwama-memory chips kuye kwakha ingcindezi yezindleko engenakuhlehliswa kubakhiqizi bezinto zikagesi. Ihluke ekulungisweni kwezinga elikhulu, ezicacile zentengo emijikelezweni yangaphambili yomkhakha, amabhrendi amaningi avamile asebenzise isu "lokwenyuka kwentengo" kulokhu. Esikhundleni sokunyuka kwamanani omphakathi okusemthethweni, abakhiqizi banyuse amanani entengo yomkhiqizo ngobuqili ngokuthuthukisa amazinga entengo yokumisa, ukunciphisa izaphulelo ezikhethwayo, kanye nokukhipha amamodeli ezinga lokungena angabizi kakhulu.

Izikhungo zocwaningo lwezimakethe ziveza ukuthi intengo yemakethe emaphakathi yamakhompyutha aphathekayo ajwayelekile inyuke ngo-15% yaya ku-30% unyaka kuze kube manje. Amamodeli asezingeni eliphezulu okudala kanye namalaptop ebhizinisi abone ukudluliswa kwezindleko okusobala kakhudlwana, ngokwenyuka kwentengo yomkhiqizo ngamunye kuze kufike ku-40%. Imikhiqizo yamathebulethi, ethembele kakhulu kumamojula we-chip ahlanganisiwe nenkumbulo, iphinde yalandela inkambiso ekhuphukayo, ngamadivaysi ethebhulethi aphakathi nendawo ukuya kwephezulu aqopha ukukhuphuka kwentengo okuzinzile ngo-10% kuya ku-20% uma kuqhathaniswa nokuphela konyaka odlule.

Imikhiqizo ye-elekthronikhi emikhulu yamazwe ngamazwe okuhlanganisa i-Dell, i-Lenovo, i-HP ne-Microsoft zonke zilungise amasistimu entengo emikhiqizo yazo ngokulandelana. Abantu abafanelekile abaphethe amabhizinisi basho esidlangalaleni ukuthi ukukhuphuka okuqhubekayo kwezindleko ze-chip kucindezele kakhulu izilinganiso zenzuzo yebhizinisi, futhi ukulungiswa kwentengo okucashile kwemikhiqizo ebulalayo kuyisinyathelo esingenakugwenywa sokubhekana nokungalingani kwezidingo zemboni. Abangaphakathi embonini baveze ukuthi ukunikezwa kwe-chip yememori yomhlaba kugxile kakhulu ezandleni zabakhiqizi abaholayo, futhi ukwanda okuqhutshwa yi-AI kwesidingo se-server chip kuphinde kwaphambukisa izinsiza ze-chip ezisezingeni labantu, okwenza kube nzima ukudambisa ingcindezi yezindleko zabakhiqizi bezinto zikagesi ngesikhathi esifushane.

Abahlaziyi bezimakethe babikezela ukuthi ukushoda kwama-chip emhlabeni jikelele kanye nenkambiso yokusebenza kwenani eliphezulu kuzoqhubeka phakathi nengxenye yesibili yonyaka ka-2026. Intengo yamakhompyutha aphathwayo, amaphilisi kanye neminye imikhiqizo yetheminali ehlakaniphile izogcina inkambiso yokukhuphuka kancane, futhi inkathi yama-elekthronikhi entengo aphansi kancane kancane iya ngasekupheleni. Kubathengi, izindleko zizonke zokuthenga amadivaysi ahlakaniphile aphathekayo azohlala ezingeni eliphezulu kakhulu esikhathini esizayo esiseduze.