Labaran Masana'antu: Micron ya sanar da kawo ƙarshen haɓaka NAND ta wayar hannu

Micron ya ce shawarar ta shafi ci gaban kayayyakin NAND na wayar hannu na duniya ne kawai, kuma kamfanin zai ci gaba da haɓakawa da tallafawa wasu hanyoyin NAND, kamar SSDs da mafita na NAND don motocin da sauran kasuwannin ƙarshe.

Micron zai ci gaba da haɓakawa da tallafawa kasuwar DRAM ta wayar hannu ta duniya tare da babban fayil na samfuran DRAM a masana'antu.

A cikin 'yan shekarun nan, yayin da manyan kamfanonin fasaha suka ƙara saka hannun jari a cibiyoyin bayanai na AI, masana'antun semiconductor kamar Micron sun ga ƙaruwar buƙatun kwakwalwan ƙwaƙwalwar ajiya mai girman bandwidth (HBM) saboda ƙarfin sarrafa bayanai.

Kamfanin yanzu yana sa ran samun kudin shiga na kwata-kwata na dala biliyan 11.2, tare da canjin dala miliyan 100, idan aka kwatanta da hasashen da ya yi a baya na dala biliyan 10.7, tare da canjin dala miliyan 300.

Micron ta kuma ɗaga hasashen jimlar ribar da aka daidaita a kwata na huɗu zuwa kashi 44.5%, tare da canjin maki 0.5%, sama da hasashen da ta yi a baya na kashi 42%, tare da canjin maki 1%.

Hasashen da aka yi wa kwaskwarima ya nuna ingantaccen farashi, musamman ga samfuran ƙwaƙwalwar ajiyar damar shiga ta atomatik (DRAM).

"Muna mai da hankali kan dukkan kasuwanninmu daban-daban a duniya, kuma yanayin farashi ya yi ƙarfi sosai," in ji Babban Jami'in Kasuwanci na Micron Sumit Sadana a wani taron masana'antu a ranar Litinin. "Mun yi nasara sosai wajen ƙara farashi."

Manazarcin eMarketer Jacob Bourne ya lura cewa ƙuntatawa a samar da kayayyaki a cikin samar da HBM da kuma buƙatar fasahar kere-kere mai ƙarfi sun ba Micron damar saita farashi mai girma ga samfuransa, wanda hakan ya nuna raguwar ribar da aka samu a tarihi ga masu kera chip ɗin ƙwaƙwalwa.

A watan Yuni, Micron ta sanar da shirin kara jarin da ta zuba a Amurka da dala biliyan 30, wanda hakan ya kawo jimillar jarin da ta zuba zuwa dala biliyan 200.