DRAMeXchange yati mtengo wa mgwirizano wa DRAM mu Ogasiti chaka chino ndi wofanana ndi mwezi watha, ndipo mtengo wamba wa DDR4 8GB wafika $ 25,5. Ngakhale mtengo wamgwirizanowu wa Seputembala ukadali kukambirana, akadali wokhazikika. Tikuyembekezera 2020, chifukwa cha chidwi chopanga zomwe atatu opanga DRAM amapanga, kuchuluka kwa ndalama zomwe azigulitsa kudzachepetsedwa ndi 10% poyerekeza ndi chaka chino. Kukula kwakutulutsa kwa chaka chamawa ndikotsikanso kwambiri pazaka 10 zapitazi, 12,5% yokha, kuyala maziko ena pamitengo yamitengo.
Kumbali yamsika, kuvomerezedwa ndi boma la Japan kutumiza zinthu zofunika za semiconductor zopangira, nkhani ya malonda pakati pa Japan ndi South Korea idayamba mu Julayi, koma nthawi imeneyi, makasitomala a OEM adakhudzidwa ndi zinthu zosatsimikizika komanso zomwe amayembekeza zamaganizidwe, zomwe zidayambitsa m'matangadza kuti mumuke. Madzi am'madzi am'madzi atha kuchepa pang'onopang'ono, kusunthira kumadzi wamba.
Kuphatikiza apo, nyengo yachitatu ikugwirizana ndi nyengo yachikhalidwe yapamwamba, ndipo United States iyamba kulipira msonkho kwa zinthu zamagetsi zomwe zimatumizidwa kumayiko ena kumayambiriro kwa Disembala, zomwe zimayambanso kutumiza. Kufunika ndikulimba kuposa momwe zimayembekezeredwa, zomwe zimaloleza opanga ku DRAM kukambirana mitengo. Malingaliro anali olimba, ndipo mtengo wachitatu kotala unabwezeretsa kutsika koyambirira ndikusandulika.
Jibang adawunikiranso kuti dongosolo lakukula kwa mafakitale akuluakulu atatu aku DRAM lakhala lotetezeka. Mwachitsanzo, chomera cha Samsung cha Pyeongtaek II chikuyandikira kutha, koma sichingalowe m'malo osinthanitsa mpaka gawo lachiwiri la 2020, ndipo zida zomwe zangowonjezedwa ndizongothandizira kusintha kwamtsogolo 1Z nano-process, kuchuluka kwathunthu kwamafilimu khalani ofanana ndi chaka chino.
Chomera cha SK Hynix chaposachedwa kwambiri cha M16 chidzamalizidwa mu theka lachiwiri la chaka chamawa. Kuchulukitsa kwachangu kwambiri pantchito yopanga mpaka 2020, ndipo fakitale yakale M10 pang'onopang'ono idzasinthidwa kukhala OEM. Akuyerekeza kuti kuchuluka kwa chiwonetsero chonse cha DRAM sikudzakwera kapena kuchepa chaka chamawa.
Chomera chomanga F chowonjezedwa ndi Micron chaka chino ku chomera cha Hiroshima ndikuthandizanso kusamutsa ku 1Z nano-process. Mtengo wonse wa mbewu ya Hiroshima sunakulitse. Chomera chatsopano cha A3 chomwe chikupangidwa ndi Micron Storage ku Taiwan chithandizanso ntchito ya 1Znm koyambirira ndikukulitsa kupanga kwakanthawi. Mwayi si wawukulu, Jibang akukhulupirira kuti maziko a chomera cha A3 siali ochepa, ndipo pali mwayi wina mtsogolo.
Ponena za mafakitale amtunda, pakadali pano pali maziko awiri opanga DRAM. Hefei Changxin wokulirapo wapangidwa kuti apangidwe. Zogulitsa zoyambirira zimakhala makamaka DDR4 8Gb. Mu theka loyambirira la chaka chamawa, padzakhala zinthu za LPDDR4 8Gb, zomwe zipitiliza kupita kukapanga misa, koma zikuyembekezeka kufika. Mu 2021, chiwonetsero cha ntchito chidzakhala ndi mwayi wofika 100,000 kapena kupitirira kwathunthu.
Ngakhale Fujian Jinhua adakhudzidwa ndi kuletsa kwa US, zida za US sizingasungidwe ndi mainjiniya pafakitale, koma omwe ali mkati sanayesebe kusintha magawo kuti akhale okhathamiritsa. Zikuyembekezeka kuti filimuyo ikhala mkati mwa mayunitsi 10,000 chaka chamawa.
Ponseponse, Jibang akuyerekeza kuti mu 2020, kuchuluka kwa ndalama ku DRAM kudzakhala kosakwana 3% pachuma padziko lonse lapansi, ndipo zotsatira zakudziyimira pawokha sizikhala zochepa. M'tsogolomo, makampani opanga ma memoryland akufunikirabe kuthana ndi zovuta za zokolola, makina opanga makina ndi IP, komanso nthawi yeniyeni yazomwe ikukhudzidwe ndi makampani onse aku Russia akuwonjezerabe.