Ngā Pūrongo Ahumahi: Kua panuitia e Micron te mutunga o te whanaketanga NAND pūkoro

I kī a Micron ko te whanaketanga o ngā hua NAND pūkoro o te ao anake ka pā ki te whakataunga, ā, ka haere tonu te kamupene ki te whakawhanake me te tautoko i ētahi atu otinga NAND, pērā i ngā SSD me ngā otinga NAND mō ngā motuka me ētahi atu mākete mutunga.

Ka haere tonu a Micron ki te whakawhanake me te tautoko i te mākete DRAM pūkoro o te ao me tētahi kohinga hua DRAM ārahi-a-umanga.

I ngā tau tata nei, i te mea kua whakapiki ake ngā kamupene hangarau nui i ā rātou haumitanga ki ngā pokapū raraunga AI, kua kite ngā kaihanga haurua-ira pērā i a Micron i te pikinga ake o ngā ota mō ngā maramara mahara whānui-rahi (HBM) nā ō rātou kaha tukatuka raraunga.

E matapaetia ana e te kamupene inaianei ko te moni whiwhi ā-hauwhā o te $11.2 piriona, me te piki me te heke o te $100 miriona, ki te whakaritea ki tana matapae o mua o te $10.7 piriona, me te piki me te heke o te $300 miriona.

I whakapiki ake anō a Micron i tana matapae tawhē moni kua whakatikatikaina mō te hauwhā tuawhā ki te 44.5%, me te piki haere o te 0.5 ōrau, mai i tana matapae o mua o te 42%, me te piki haere o te 1 ōrau.

E whakaata ana te matapae kua whakahoutia i te utu kua pai ake, inā koa mō ngā hua mahara urunga matapōkere hihiri (DRAM).

"Kei te arotahi mātou ki ā mātou mākete mutunga katoa huri noa i te ao, ā, he tino kaha ngā au o ngā utu," te kī a te Tumuaki Pakihi o Micron, a Sumit Sadana, i tētahi huihuinga ahumahi i te Rāhina. "He tino angitu mātou ki te whakapiki i ngā utu."

I kī te kaitātari eMarketer a Jacob Bourne nā ngā herenga o te tuku i roto i te hanga HBM me te kaha o te tono mō te matauranga horihori i āhei ai a Micron ki te whakatakoto utu teitei ake mō āna hua, he tohu tēnei i te wehenga mai i ngā tawhē hua iti o mua mō ngā kaihanga maramara mahara.

I te marama o Hune, i pānuitia e Micron ngā mahere ki te whakanui ake i tana haumitanga ki te Hononga o Amerika mā te $30 piriona, ka eke te katoa o tana haumitanga ki te $200 piriona.