Hav, yog tias koj tau xav txog kev hloov kho koj lub laptop lossis saib xyuas tsis ntev los no, koj yuav xav ua sai sai -DRAM cov nqi nco tau tawg kiag li xyoo no. Nyob rau hauv lub quarter thib plaub ntawm 2025, thoob ntiaj teb DRAM cov nqi cog lus tau dhia loj heev 171.8% xyoo- dhau- xyoo, ntaus cov ntaub ntawv siab, tag nrho ua tsaug rau qhov xav tsis thoob los ntawm AI servers thiab siab -bandwidth nco (HBM).
Cov neeg ua si loj xws li Samsung, SK Hynix, thiab Micron tab tom hloov lawv cov kab ntau lawm mus rau HBM rau AI chips, uas tau tso tseg tsis tu ncua DDR5 thiab DDR4 nco tsis txaus. Spot nqi rau 16Gb DDR5 chips mus los ntawm ib ncig ntawm $6.84 nyob rau hauv lub Cuaj Hli Ntuj mus rau $27.20 los ntawm lub Kaum Ob Hlis Ntuj - uas yog ze li ntawm 300% nce! Qhov tsis txaus no cuam tshuam ncaj qha rau tus nqi ntawm lub tsev khoom siv nrog LCD vaj huam sib luag, xws li laptops, saib, thiab txawm tias TVs.
Txawm hais tias LCD vaj huam sib luag cov nqi lawv tus kheej tau nyob ruaj khov zoo nkauj (qee qhov ntau thiab tsawg txawm tias poob me ntsis), cov nqi DRAM nce siab yog squeezing manufacturers 'margins. Cov khw muag khoom tau ceeb toom tias cov phau ntawv LCD thiab cov duab LCD tuaj yeem pom tus nqi nce ntawm 15-30% mus rau xyoo 2026. Nws yog qhov cuam tshuam rau tag nrho IT sector.
Nyob rau hauv classic LCD vs OLED kev sib cav, qhov no yuav ua tau muab cov khoom LCD ib ntus ntug ntawm tus nqi. OLED cov ntxaij vab tshaus yog pricier los tsim ib qho twg, thiab nrog rau cov nqi nco ntxiv siab, tus nqi pheej yig IPS LCD laptops thiab cov saib yuav zoo li ntxim nyiam dua rau cov peev nyiaj -cov neeg yuav khoom uas xav tau kev ntseeg siab yam tsis muaj qhov kub hnyiab- nyob rau hauv kev pheej hmoo.
Cov kws tshuaj ntsuam xyuas tau hais tias DRAM crunch tsis tso tseg txhua lub sijhawm sai sai, yog li yog tias koj tab tom pom lub LCD tshiab gaming saib lossis siab -RAM LCD ultrabook, tuav ib qho tam sim no tuaj yeem txuag koj qee cov nyiaj ntsuab ua ntej kev nce qib. Zuag qhia tag nrho, LCD zaub ua lag luam tau hnov qhov pinch, tab sis paub tab LCD vaj huam sib luag muab cov saw hlau tuaj yeem pab kom tsis txhob muaj kev tswj hwm tag nrho.
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