Дефицит DRAM усиливается: продавцов уже заставляют продавать планки памяти только в комплекте с матплатами

По данным тайваньской газеты Economic Daily News, острый дефицит модулей памяти DRAM в мире вынудил некоторых дистрибьюторов на Тайване ввести беспрецедентные требования к продаже модулей ОЗУ только в составе комплектов с другим оборудованием.

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В статье утверждается, что некоторые каналы продаж теперь требуют от клиентов приобретать материнские платы вместе с модулями DRAM в соотношении один к одному, иначе они рискуют полностью лишиться возможности приобретения ОЗУ.

Подобный тип контроля дефицита, как сообщается, ранее не встречался в индустрии DRAM. Дистрибьюторы используют крайне востребованные модули памяти для стимулирования дополнительных продаж материнских плат — тактика, более распространённая на ограниченных рынках потребительской электроники, чем в сфере аппаратного обеспечения. Asus, Gigabyte, MSI и китайский производитель плат Chaintech, как сообщается, напрямую выиграли от этой практики.

Дэн Нистедт (Dan Nystedt),финансовый аналитик из Тайбэя, часто публикующий переводы публикаций тайваньских СМИ в сфере технологий, сообщил на своей странице на платформе X, что политика продаж модулей ОЗУ в составе комплектов «привела к бурному росту продаж материнских плат».

Всё это отражает стремительные изменения рынка чипов памяти с начала года. Контрактные цены на DRAM выросли примерно на 170 % в годовом исчислении, в основном за счёт непомерного спроса со стороны производителей серверов ИИ. На фоне этого аналитики TrendForce недавно повысили свой прогноз роста цен на DRAM в четвёртом квартале до 18–23 % по сравнению с предыдущим кварталом.

Что касается потребительского сегмента, то, как сообщается, местный производитель мини-ПК Minisforum недавно повысил цены на свои готовые конфигурации компактных ПК, уже включающие модули памяти и SSD, сохранив при этом продажи barebone-комплектов (без накопителей и ОЗУ). Компания объяснила этот шаг «значительным ростом» своих общих затрат.

Хотя практика продаж комплектов деталей для ПК, описанная в тайваньских СМИ, пока, судя по всему, встречается только на рынке Тайваня, она иллюстрирует, как распределение памяти DRAM сокращается по всей цепочке поставок. Ситуация также подчёркивает, что неприоритетные клиенты производителей памяти могут столкнуться с новыми препятствиями, поскольку гиперскейлеры и производители смартфонов продолжают резервировать все доступные производственные мощности под свои нужды.

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