Slo-Tech - V prihodnjih tednih se pričakuje nadaljnja pocenitev čipov NAND flash, ker je ponudba na trgu večja od povpraševanja. Prodaja pametnih telefonov in računalnikov je nekoliko nižja od pričakovanj proizvajalcev, kar je pljusknilo tudi na trg čipov NAND flash. Letošnja rast naj bi bila le 10-15 odstotkov, ne pa pričakovanih 30 odstotkov, ocenjujejo v TrendForceu.
Kolikšna znižanja cen lahko pričakujemo, ni jasno. Proizvajalci bodo začeli zniževati proizvodnjo, zato naj bi se cene v drugi polovici leta stabilizirale in počasi okrevale. Zadnje štiri mesece cene počasi drsijo, saj proizvajalci računalnikov in telefonov kupujejo manj. Gre za del daljšega trenda, ki se je začel na vrhuncu epidemije leta 2021, ko je bilo povpraševanje po računalnikih rekordno, odtlej pa pada. Tudi prihod umetne inteligence, ki terja nove računalnike, in prihajajoči konec podpore za Windows 10 trenda še nista uspela spremeniti.
Prozivodnja NAND-a je močno ciklična panoga, kjer cene nihajo bolj kot pri drugih računalniških komponentah. Trenutne cene so na primer še vedno višje kot leta 2021 ali 2023. Micron je ob razgrnitvi rezultatov minulega četrtletja omenil slabšo prodajo NAND končnim uporabnikom in sestavljavcem podatkovnih centrov.
Novice » Rezultati » Obeta se pocenitev čipov NAND

Mr.B ::
Potem pa.... no bomo videli...
Following production cuts by NAND flash manufacturers and the resolution of inventory destocking issues in China's sector, industry supply chain sources indicate that NAND spot pricing has begun to increase after the Lunar New Year holiday.
Chinese price wars hit Samsung’s bottom line
China-based memory makers have flooded the market, driving prices down significantly. For instance, DRAM prices have plunged by over 20% in just the past month. A DDR4 8Gb module now costs around $1.35, the lowest it’s been since September 2023.
However, it’s the NAND flash memory that’s really feeling the squeeze, with prices plummeting nearly 30% to $2.16 per 128Gb module. In fact, NAND prices have been cut by more than 50% this year alone, hitting their lowest point since 2015.
Following production cuts by NAND flash manufacturers and the resolution of inventory destocking issues in China's sector, industry supply chain sources indicate that NAND spot pricing has begun to increase after the Lunar New Year holiday.
Chinese price wars hit Samsung’s bottom line
China-based memory makers have flooded the market, driving prices down significantly. For instance, DRAM prices have plunged by over 20% in just the past month. A DDR4 8Gb module now costs around $1.35, the lowest it’s been since September 2023.
However, it’s the NAND flash memory that’s really feeling the squeeze, with prices plummeting nearly 30% to $2.16 per 128Gb module. In fact, NAND prices have been cut by more than 50% this year alone, hitting their lowest point since 2015.
France Rejects Genocide Accusations Against Israel in Gaza,
To accuse the Jewish state of genocide is to cross a moral threshold
To accuse the Jewish state of genocide is to cross a moral threshold

_Denny_ ::
ali lahko upam tudi na pocenitev HDD visoke kapacitete?
Zakaj točno bi cene NAND flasha vplivale na HDD-je? Edina skupna točka obeh je, da na njih lahko shranjuješ podatke, vse ostalo se pa tu konča.
Asrock X670E Taichi, Ryzen 9 7950X3D + NH-D14, 96GB Corsair DDR5-6400 CL32
RTX 2070S 8GB, 2TB Kingston KC3000, 2TB ADATA SX8200 Pro, 4TB Micron 5200
Seasonic Focus Plus 850W, Corsair Air 540, Logitech Z-2300, Samsung UE65H6400
RTX 2070S 8GB, 2TB Kingston KC3000, 2TB ADATA SX8200 Pro, 4TB Micron 5200
Seasonic Focus Plus 850W, Corsair Air 540, Logitech Z-2300, Samsung UE65H6400

mtosev ::
Super za nižje cene.

Core i9 10900X, ASUS Prime X299 Edition 30, 32GB 4x8 3600Mhz G.skill, CM H500M,
ASUS ROG Strix RTX 2080 Super, Samsung 970 PRO, UltraSharp UP3017, Win 11 Pro,
Enermax Platimax 1700W | moj oče darko 1960-2016, moj labradorec max 2002-2013
ASUS ROG Strix RTX 2080 Super, Samsung 970 PRO, UltraSharp UP3017, Win 11 Pro,
Enermax Platimax 1700W | moj oče darko 1960-2016, moj labradorec max 2002-2013

tikitoki ::
Ravno preletel clanek, kjer so napovedali visje cene nand in rama.
Pred casom so napovedali obcutne podrazitev, cez Pol leta smo imeli rekordno nizke cene.
Pred casom so napovedali obcutne podrazitev, cez Pol leta smo imeli rekordno nizke cene.

Matko ::
Samsung SSD 990 PRO 1TB, M.2 2280 / M-Key / PCIe 4.0 x4 (MZ-V9P1T0BW)
graf gibanja cen
https://geizhals.de/?phist=2795961&age=...
najnižja: oktobra 2023 (20% ceneje)
graf gibanja cen
https://geizhals.de/?phist=2795961&age=...
najnižja: oktobra 2023 (20% ceneje)

Phoebus ::
Komu zdaj verjeti, theregistru (zgoraj) ali Tomu?
https://www.tomshardware.com/tech-indus...
https://www.tomshardware.com/tech-indus...
Zgodovina sprememb…
- spremenil: Phoebus ()