Ha Micron a arabela ho fokotsoa ha basebetsi ha morao tjena Chaena, o arabetse semmuso 'marakeng oa memori ea CFM flash:
Ka lebaka la ts'ebetso e fokolang ea lichelete ea lihlahisoa tsa NAND tse tsamaeang 'marakeng le kholo e liehang ha e bapisoa le menyetla e meng ea NAND, re tla emisa nts'etsopele ea lihlahisoa tsa NAND tse tsamaeang nakong e tlang lefatšeng ka bophara, ho kenyeletsoa le ho felisoa ha nts'etsopele ea UFS5.
Micron o itse qeto ena e ama feela ntshetsopele ya dihlahiswa tsa NAND tsa lefatshe ka bophara, mme khamphani e tla tswela pele ho ntshetsa pele le ho tshehetsa ditharollo tse ding tsa NAND, tse kang di-SSD le ditharollo tsa NAND bakeng sa mebaraka ya dikoloi le e meng ya ho qetela.
Micron e tla boela e tswele pele ho ntshetsa pele le ho tshehetsa mmaraka wa lefatshe wa mehala ya DRAM ka pokello e etelletseng pele indastering ya dihlahiswa tsa DRAM.
Lilemong tsa morao tjena, ha lik'hamphani tse kholo tsa theknoloji li ekelitse matsete a tsona litsing tsa data tsa AI, bahlahisi ba li-semiconductor joalo ka Micron ba bone keketseho ea liodara tsa li-chip tsa memori ea bandwidth e phahameng (HBM) ka lebaka la bokhoni ba tsona bo matla ba ho sebetsana le data.
Khamphani jwale e lebeletse lekeno la kotara la $11.2 bilione, ka phetoho ya $100 milione, ha e bapiswa le tebello ya yona ya pele ya $10.7 bilione, ka phetoho ya $300 milione.
Micron e boetse e phahamisitse tebello ea eona ea phaello e fetotsoeng kotara ea bone ho ea ho 44.5%, ka phetoho ea lintlha tsa peresente ea 0.5, ho tloha tebellong ea eona ea pele ea 42%, ka phetoho ea lintlha tsa peresente e le 'ngoe.
Ponelopele e ntlafalitsoeng e bonts'a litheko tse ntlafetseng, haholo-holo bakeng sa lihlahisoa tsa memori ea phihlello e sa reroang (DRAM).
“Re tsepamisitse maikutlo mebarakeng eohle ea rona e fapaneng ea ho qetela lefatšeng ka bophara, 'me mekhoa ea litheko e bile matla haholo,” ho boletse Motsamaisi e Moholo oa Khoebo oa Micron Sumit Sadana kopanong ea indasteri ka Mantaha. “Re atlehile haholo ho phahamiseng litheko.”
Mohlahlobi oa eMarketer, Jacob Bourne, o hlokometse hore lithibelo tsa phepelo tlhahisong ea HBM le tlhoko e matla ea bohlale ba maiketsetso li nolofalelitse Micron ho beha litheko tse phahameng bakeng sa lihlahisoa tsa eona, e leng se tšoaeang khefu ho tsoa meputsong e tlase ea nalane bakeng sa baetsi ba li-chip tsa memori.
Ka Phuptjane, Micron e phatlalalitse merero ea ho eketsa matsete a eona United States ka $30 bilione, e leng se tlisang matsete a eona kaofela ho $200 bilione.
Nako ea poso: Phato-18-2025