{"id":18935,"date":"2026-05-06T10:51:17","date_gmt":"2026-05-06T10:51:17","guid":{"rendered":"https:\/\/cp.snarskis.lt\/index.php\/2026\/05\/06\/micron-suolis-pribloske-rinkas-verte-perkope-700-mlrd-euru-atminties-lustu-bumas-kaista\/"},"modified":"2026-05-06T10:51:17","modified_gmt":"2026-05-06T10:51:17","slug":"micron-suolis-pribloske-rinkas-verte-perkope-700-mlrd-euru-atminties-lustu-bumas-kaista","status":"publish","type":"post","link":"https:\/\/cp.snarskis.lt\/index.php\/2026\/05\/06\/micron-suolis-pribloske-rinkas-verte-perkope-700-mlrd-euru-atminties-lustu-bumas-kaista\/","title":{"rendered":"\u201eMicron\u201c \u0161uolis priblo\u0161k\u0117 rinkas: vert\u0117 perkop\u0117 700 mlrd. eur\u0173, atminties lust\u0173 bumas kaista"},"content":{"rendered":"

Kas vyksta su \u201eMicron\u201c akcijomis<\/h2>\n

Atminties lust\u0173 gamintoja \u201eMicron Technology\u201c antradien\u012f prat\u0119s\u0117 istorin\u012f ral\u012f: akcijos \u0161oktel\u0117jo apie 11 proc., o bendrov\u0117s rinkos vert\u0117 pirm\u0105 kart\u0105 per\u017eeng\u0117 700 mlrd. eur\u0173 rib\u0105. Per \u0161iuos metus akcijos, remiantis vie\u0161ai skelbiamais rinkos duomenimis, buvo pakilusios daugiau nei 120 proc.<\/p>\n

Toks \u0161uolis \u201eMicron\u201c \u012ftvirtino tarp did\u017eiausi\u0173 JAV technologij\u0173 bendrovi\u0173 pagal kapitalizacij\u0105. Investuotoj\u0173 d\u0117mes\u012f ypa\u010d kursto tai, kad atminties segmentas, ilgai laikytas cikli\u0161ku, pastaruoju metu tampa vienu svarbiausi\u0173 DI infrastrukt\u016bros \u201ebutelio kakleli\u0173\u201c.<\/p>\n

DI bumas \u012fkaitino atminties rink\u0105<\/h2>\n

DI spartintuvams ir didelio na\u0161umo serveriams reikia vis daugiau atminties, tod\u0117l DRAM ir HBM paklausa auga grei\u010diau, nei rinkai pavyksta didinti pasi\u016bl\u0105. Tai kelia kainas ir gerina atminties gamintoj\u0173 mar\u017eas, o rinkoje vis da\u017eniau kalbama apie tiekimo tr\u016bkum\u0105.<\/p>\n

Atminties rink\u0105 i\u0161 esm\u0117s dominuoja keli didieji \u017eaid\u0117jai, tarp j\u0173 \u201eMicron\u201c, SK Hynix ir \u201eSamsung\u201c. D\u0117l to net ir nedideli paj\u0117gum\u0173 ar technologini\u0173 kart\u0173 poky\u010diai gali ry\u0161kiai paveikti kainodar\u0105, o kartu ir bir\u017eos nuotaikas.<\/p>\n

Nauji produktai ir duomen\u0173 centr\u0173 spaudimas<\/h2>\n

\u201eMicron\u201c taip pat paskelb\u0117 prad\u0117jusi tiekti did\u017eiausios talpos komerci\u0161kai prieinam\u0105 duomen\u0173 centr\u0173 SSD, paremt\u0105 NAND atmintimi. Tokie kaupikliai, lyginant su tradiciniais kietaisiais diskais, leid\u017eia sutalpinti daugiau duomen\u0173 ir da\u017enai reikalauja ma\u017eiau energijos, kas duomen\u0173 centrams tampa kriti\u0161ka.<\/p>\n

Did\u0117jant DI skai\u010diavimo apimtims, energijos prieinamumas ir au\u0161inimo galimyb\u0117s vis da\u017eniau \u012fvardijamos kaip real\u016bs pl\u0117tros ribojimai. Tod\u0117l infrastrukt\u016bros operatoriai ie\u0161ko b\u016bd\u0173 ma\u017einti energijos s\u0105naudas vienam skai\u010diavimo vienetui ir didinti duomen\u0173 tank\u012f spintose.<\/p>\n

\u201e\u0160is prover\u017eis suteikia duomen\u0173 centr\u0173 operatoriams svarb\u0173 svert\u0105 ma\u017einti bendras s\u0105naudas vienai spintai, ypa\u010d kai elektros prieinamumas tampa esminiu DI mastelio apribojimu\u201c, \u2013 sak\u0117 \u201eMicron\u201c atstovas Jeremy Werneris.<\/p>\n

Rinkos dalyviai atkreipia d\u0117mes\u012f, kad dabartin\u012f cikl\u0105 skatina ne vien vartotoji\u0161kos elektronikos paklausa, o strukt\u016brin\u0117 investicij\u0173 banga \u012f DI duomen\u0173 centrus. Tai rei\u0161kia, kad atminties rinkos svyravimai gali i\u0161likti dideli, ta\u010diau ilgalaik\u0117 kryptis kol kas palanki didinantiems paj\u0117gumus ir pristatantiems auk\u0161tesn\u0117s vert\u0117s produktus.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u201eMicron\u201c rinkos vert\u0117 perkop\u0117 700 mlrd. eur\u0173, o DI bumas kelia atminties lust\u0173 paklaus\u0105 ir gilina tiekimo tr\u016bkum\u0105 duomen\u0173 centruose.<\/p>\n","protected":false},"author":0,"featured_media":18936,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[7],"tags":[5017,102,2271,2007,10250,10251,7127],"miestas":[],"class_list":["post-18935","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technologijos","tag-atminties-lustai","tag-dirbtinis-intelektas","tag-dram","tag-duomenu-centrai","tag-micron-technology","tag-nand","tag-ssd-diskai"],"acf":[],"_links":{"self":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/18935","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/comments?post=18935"}],"version-history":[{"count":0,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/18935\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media\/18936"}],"wp:attachment":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media?parent=18935"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/categories?post=18935"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/tags?post=18935"},{"taxonomy":"miestas","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/miestas?post=18935"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}