{"id":7287,"date":"2026-06-22T08:13:02","date_gmt":"2026-06-22T06:13:02","guid":{"rendered":"https:\/\/industrynews.ro\/?p=7287"},"modified":"2026-06-22T08:13:02","modified_gmt":"2026-06-22T06:13:02","slug":"deficitul-de-memorii-creat-de-centrele-ai-va-scumpi-smartphone-urile-pc-urile-si-consolele-de-joc","status":"publish","type":"post","link":"https:\/\/industrynews.ro\/en\/deficitul-de-memorii-creat-de-centrele-ai-va-scumpi-smartphone-urile-pc-urile-si-consolele-de-joc\/","title":{"rendered":"Deficitul de memorii creat de centrele AI va scumpi smartphone-urile, PC-urile \u0219i consolele de joc"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Cererea tot mai mare de memorii de mare vitez\u0103 pentru centrele de date dedicate inteligen\u021bei artificiale pune presiune asupra lan\u021burilor de aprovizionare \u0219i ar putea determina scumpirea smartphone-urilor, computerelor personale \u0219i consolelor de jocuri, relev\u0103 o analiz\u0103 eToro.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Inteligen\u021ba artificial\u0103 a transformat memoria de mare vitez\u0103 \u00een principalul punct de blocaj al economiei digitale, iar disponibilitatea limitat\u0103 a acestor componente \u00eencepe s\u0103 influen\u021beze \u00eentreaga industrie tehnologic\u0103.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201e<em>\u0218tirile din industrie confirm\u0103 c\u0103 stocul de memorie cu l\u0103\u021bime de band\u0103 mare (HBM) pentru 2026 este practic epuizat, iar disponibilitatea resurselor de hardware, mai degrab\u0103 dec\u00e2t tehnologia, dicteaz\u0103 acum cine \u00ee\u0219i poate extinde capacitatea de AI. Ca urmare, aten\u021bia se mut\u0103 de la dezvoltatori c\u0103tre companiile care sus\u021bin boom-ul AI, acestea devenind factorii principali \u00een c\u00e2\u0219tigarea cursei AI. Chiar \u0219i cei complet dezinteresa\u021bi de dezvoltarea inteligen\u021bei artificiale vor resim\u021bi efectele acesteia deoarece oferta limitat\u0103 de memorii va face ca telefoanele, consolele de jocuri sau computerele personale s\u0103 devin\u0103 mai scumpe<\/em>\u201d, spune Bogdan Maioreanu, specialist eToro.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Furnizorii de servicii cloud \u0219i produc\u0103torii de cipuri pentru inteligen\u021b\u0103 artificial\u0103 concureaz\u0103 pentru a-\u0219i asigura accesul la HBM4, cea mai nou\u0103 genera\u021bie de memorie cu l\u0103\u021bime mare de band\u0103, utilizat\u0103 pentru acceleratoarele AI \u0219i sistemele de calcul de \u00eenalt\u0103 performan\u021b\u0103.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Conform unei analize TrendForce citate de eToro, pre\u021burile contractuale pentru memoriile conven\u021bionale DRAM (memorie utilizat\u0103 pentru procesarea rapid\u0103 a datelor \u00een dispozitive electronice, n.r.) au crescut cu 90% &#8211; 95% \u00een primul trimestru din 2026 fa\u021b\u0103 de trimestrul anterior, \u00een timp ce pre\u021burile memoriilor NAND Flash (tehnologie de stocare a datelor utilizat\u0103 \u00een dispozitive electronice, n.r.) au avansat cu 55% &#8211; 60%. Totodat\u0103, TrendForce estimeaz\u0103 pentru trimestrul al doilea din 2026 o nou\u0103 cre\u0219tere de 58% &#8211; 63% a pre\u021burilor DRAM (Dynamic Random Access Memory, n.r.) \u0219i de 70% &#8211; 75% pentru NAND Flash.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Totodat\u0103, pia\u021ba memoriilor HBM (High Bandwidth Memory, n.r.) este dominat\u0103 de trei companii &#8211; SK Hynix, Samsung \u0219i Micron. Datele din primul trimestru al anului 2026 indic\u0103 o cot\u0103 de pia\u021b\u0103 de 58% pentru SK Hynix \u0219i c\u00e2te 21% pentru Samsung \u0219i Micron.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201e<em>\u00cen practic\u0103, acest lucru \u00eenseamn\u0103 c\u0103 o m\u00e2n\u0103 de fabrici coreene \u0219i americane controleaz\u0103 acum ritmul \u00een care centrele de date AI pot fi dotate cu hardware de calcul. SK Hynix a semnalat c\u0103 \u0219i-a epuizat practic capacitatea sa de produc\u021bie de HBM, DRAM \u0219i NAND pentru 2026, \u00een timp ce Samsung \u0219i Micron raporteaz\u0103 condi\u021bii la fel de limitate<\/em>\u201d, se arat\u0103 \u00een analiz\u0103, conform Agerpres.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bogdan Maioreanu subliniaz\u0103 c\u0103 directorul general al Micron, Sanjay Mehrotra, a confirmat c\u0103 \u00eentreaga capacitate HBM4 a companiei pentru 2026 este deja contractat\u0103, \u00een timp ce Samsung avertizeaz\u0103 c\u0103 deficitul de memorii generat de AI va men\u021bine pre\u021burile ridicate \u00een \u00eentreaga industrie electronic\u0103 cel pu\u021bin p\u00e2n\u0103 \u00een 2027.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201e<em>Produc\u021bia de HBM pentru acceleratoarele de AI consum\u0103 aproximativ de trei ori mai mult\u0103 capacitate de pl\u0103ci de siliciu pe gigabyte dec\u00e2t DRAM-ul standard, potrivit unui director executiv al Micron, for\u021b\u00e2nd produc\u0103torii de memorie s\u0103-\u0219i reorienteze produc\u021bia de la produsele de larg consum c\u0103tre cele enterprise. Pentru a se concentra pe clien\u021bii din sectorul enterprise, Micron \u0219i-a \u00eenchis divizia de produse de larg consum \u00een februarie anul acesta. Asta arat\u0103 c\u0103 oferta de memorii, \u0219i nu proiectarea cipurilor, ar putea fi constr\u00e2ngerea limitant\u0103 pentru infrastructura de AI cel pu\u021bin p\u00e2n\u0103 \u00een 202<\/em>7\u201d, explic\u0103 analistul.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00cen ceea ce prive\u0219te impactul asupra consumatorilor, acesta apreciaz\u0103 c\u0103 presiunile asupra pie\u021bei memoriilor se vor reflecta \u00een costurile produselor electronice de larg consum.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201e<em>Pentru consumatori, aceast\u0103 presiune se traduce prin smartphone-uri, console de jocuri \u0219i PC-uri mai scumpe. Potrivit anali\u0219tilor de la IDC, structura costurilor unui smartphone depinde \u00een mare m\u0103sur\u0103 de memoria utilizat\u0103. Pentru un dispozitiv din gama medie, memoria poate reprezenta 15-20% din costul total al materialelor (BOM), \u00een timp ce pentru un dispozitiv de v\u00e2rf din gama superioar\u0103, aceasta se situeaz\u0103 \u00een jur de 10-15%. Pe m\u0103sur\u0103 ce pre\u021burile memoriei continu\u0103 s\u0103 creasc\u0103, produc\u0103torii de telefoane mobile vor fi probabil nevoi\u021bi s\u0103 majoreze semnificativ pre\u021burile, s\u0103 reduc\u0103 specifica\u021biile sau ambele<\/em>\u201d, noteaz\u0103 Bogdan Maioreanu.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Potrivit analizei, \u0219i produc\u0103torii de PC-uri au \u00eenceput s\u0103 avertizeze asupra unor major\u0103ri de pre\u021buri \u00een a doua jum\u0103tate a anului 2026, pe fondul cre\u0219terii costurilor componentelor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201e<em>Lenovo, Dell, HP, Acer \u0219i ASUS \u0219i-au avertizat clien\u021bii cu privire la condi\u021biile mai dificile care vor urma, confirm\u00e2nd major\u0103ri de pre\u021buri de 15-20% \u0219i renegocierea contractelor ca r\u0103spuns la nivel de industrie<\/em>\u201d, men\u021bioneaz\u0103 sursa citat\u0103.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00cen opinia analistului eToro, evolu\u021biile din pia\u021ba memoriilor explic\u0103 \u0219i evalu\u0103rile ridicate ale companiilor care domin\u0103 acest segment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201e<em>Pentru investitori, aceast\u0103 situa\u021bie sus\u021bine o evaluare bursier\u0103 de aproape 4 trilioane de dolari pentru cei trei lideri ai pie\u021bei memoriilor, la \u00eenceputul lunii iunie. \u00cen era inteligen\u021bei artificiale, resursa critic\u0103 \u0219i rar\u0103 nu mai este doar puterea de calcul, ci \u0219i memoria ultra-rapid\u0103 care alimenteaz\u0103 aceste cipuri, iar Micron, SK Hynix \u0219i Samsung continu\u0103 s\u0103 profite de cererea extins\u0103 \u0219i de oferta limitat\u0103<\/em>\u201d, conchide Bogdan Maioreanu.<\/p>","protected":false},"excerpt":{"rendered":"<p>Cererea tot mai mare de memorii de mare vitez\u0103 pentru centrele de date dedicate inteligen\u021bei artificiale pune presiune asupra lan\u021burilor de aprovizionare \u0219i ar putea determina scumpirea smartphone-urilor, computerelor personale \u0219i consolelor de jocuri, relev\u0103 o analiz\u0103 eToro. Inteligen\u021ba artificial\u0103 a transformat memoria de mare vitez\u0103 \u00een principalul punct de blocaj al economiei digitale, iar<\/p>","protected":false},"author":3,"featured_media":7289,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-7287","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ai-for-business"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.4 - aioseo.com -->\n\t<meta name=\"description\" content=\"Furnizorii de servicii cloud \u0219i produc\u0103torii de cipuri pentru inteligen\u021b\u0103 artificial\u0103 concureaz\u0103 pentru a-\u0219i asigura accesul la HBM4, cea mai nou\u0103 genera\u021bie de memorie cu l\u0103\u021bime mare de band\u0103, utilizat\u0103 pentru acceleratoarele AI \u0219i sistemele de calcul de \u00eenalt\u0103 performan\u021b\u0103.\" \/>\n\t<meta name=\"robots\" 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