Imboni ye-semiconductor ibe noshintsho olukhulu eminyakeni yamuva nje, ishintsha amandla emakethe kanye nokutholakala komkhiqizo.Indawo eyodwa ekhathaza abathengi namabhizinisi ukukhuphuka kwentengo yememori ye-NAND flash.Njengoba isidingo sememori ye-flash ye-NAND siqhubeka nokwanda, le bhulogi ihlose ukucacisa izici ezinyusa amanani nokuthi lokhu kusho ukuthini kubathengi.
Qonda inkumbulo ye-NAND flash kanye nezinhlelo zayo
Inkumbulo ye-flash ye-NAND iwubuchwepheshe bokugcina obungaguquguquki osebuphenduke indinganiso yemboni yokugcinwa kwedatha kumadivayisi asukela kuma-smartphones kuya kumathebulethi, amadrayivu e-solid-state (SSD) kanye namaseva okugcina amafu.Ijubane layo, ukuqina kanye nokusetshenziswa kwamandla okuphansi kuyenza ibe inketho ekhangayo yokusetshenziswa komuntu siqu nebhizinisi.Kodwa-ke, ukuguquguquka kwemakethe kwakamuva kuholele ekudidekeni nasekunyukeni okungakaze kubonwe kumanani enkumbulo ye-NAND flash.
Ukukhula kwemakethe ye-elekthronikhi yabathengi kanye nesidingo esikhulayo
Ukwenyuka kwezintengo zememori ye-NAND flash ngokwengxenye kungenxa yokukhula okubonakalayo kwemakethe ye-elekthronikhi yabathengi.Isidingo sama-smartphone, amaphilisi neminye imikhiqizo kagesi sikhula ngokushesha.Njengoba abathengi beqhubeka nokuthembela kubuchwepheshe ngezinjongo ezihlukahlukene, okuhlanganisa umsebenzi, imfundo nokuzijabulisa, isidingo somthamo wokugcina wokugcina senyuke kakhulu.Ukwenyuka kwesidingo kuye kwafaka ingcindezi enkulu kubahlinzeki bememori ye-NAND flash, okuholela ekushodeni kokuhlinzeka kanye nokwenyuka kwamanani okulandelayo.
Ukushoda kwama-chip omhlaba kanye nomthelela wako
Esinye isici esibalulekile esinomthelela ekukhuphukeni kwamanani ememori ye-NAND ukushoda okuqhubekayo komhlaba wonke kwama-chip.Umqedazwe we-COVID-19 uphazamise amaketanga okuhlinzeka futhi wabangela ukuphazamiseka okukhulu embonini ye-semiconductor.Ngenxa yalokho, abakhiqizi babhekana nobunzima ekuhlangabezaneni nesidingo esikhulayo sama-chips, okuhlanganisa inkumbulo ye-NAND flash.Izinto ezingalindelekile njengezehlakalo zesimo sezulu esibi kanye nokungezwani kwezepolitiki kubhebhethekisa lokhu kushoda, okuholela ekusetshenzisweni okuqinile kanye namanani aphezulu.
Inqubekelaphambili Yezobuchwepheshe Nokuthuthukiswa Kwekhono
Inqubekelaphambili yezobuchwepheshe ibambe iqhaza elibalulekile ekwenyukeni kwentengo kukonke kwememori ye-NAND flash.Njengoba ubuchwepheshe buthuthuka, abenzi bama-chip baphonselwa inselelo yokukhulisa umthamo wokulondoloza kuyilapho behlala bebiza izindleko.Ushintsho olusuka ku-Planar NAND ukuya kubuchwepheshe be-3D NAND ludinga ukutshalwa kwezimali okubalulekile kwe-R&D njengoba umthamo ukhula nokusebenza kuba ngcono.Izindleko ezihlobene nalokhu kuthuthukiswa zidluliselwe kubathengi, okubangele ukuthi amanani enkumbulo ye-NAND akhuphuke.
Ukuhlanganiswa kwemboni kanye nokushintsha amandla e-supply chain
Imboni yenkumbulo ye-flash ye-NAND ihlangabezane nokuhlanganiswa okubalulekile eminyakeni embalwa edlule, nabadlali abavelele abasafufusa.Lokhu kuhlanganiswa kunikeza laba bakhiqizi ukulawula okukhulu phezu kwentengo nokuhlinzeka, okuholela emakethe egxile kakhulu.Ukwengeza, izinguquko ku-supply chain dynamics, enabahlanganyeli bemakethe abambalwa, zivumele abakhiqizi ukuthi babe nethonya elikhulu phezu kwentengo yememori ye-Flash ye-NAND, okuholela ekwenyukeni kwentengo kwamanje.
Ukunciphisa imithelela ngezinqumo zokuthenga unolwazi
Ngenkathi ukukhuphuka kwamanani ememori ye-NAND flash kungase kubonakale kunzima, kunamasu amaningana abathengi abangawasebenzisa ukuze banciphise umthelela wabo.Elinye isu liwukuhlola ngokucophelela izidingo zabo zokugcina bese ukhetha okokusebenza okunomthamo ophansi wokugcina, ngaleyo ndlela kuncishiswe izindleko zizonke.Ukwengeza, ukubheka izitayela zemakethe nokulinda ukwehla kwentengo noma ukukhushulwa nakho kungasiza ukonga imali.Kubalulekile futhi ukuqhathanisa izintengo phakathi kwabakhiqizi abahlukene futhi ucabangele ezinye izixazululo zesitoreji ukuze uthole inani elingcono kakhulu lemali.
Ekuphetheni:
Ukwenyuka kwamanani enkumbulo ye-NAND ye-flash yinkinga eyinkimbinkimbi ethonywa yizici zemakethe ezihlukahlukene, okuhlanganisa ukukhuphuka kwesidingo, ukushoda kwama-chip omhlaba, intuthuko yezobuchwepheshe, ukuhlanganiswa kwezimboni kanye nokushintsha kwamandla okuthengwa kwempahla.Nakuba lezi zici zingaholela ezindlekweni eziphakeme esikhathini esifushane, kubalulekile ukukhumbula ukuthi imboni ye-semiconductor iyashintshashintsha kakhulu futhi amanani angashintshashintsha.Abathengi bangazulazula esimweni esishintshayo sentengo ye-NAND ngokuhlala benolwazi, benze izinqumo zokuthenga benolwazi futhi bahlole ezinye izindlela zokonga izindleko.
Isikhathi sokuthumela: Sep-20-2023