{"id":681588,"date":"2026-03-13T07:56:03","date_gmt":"2026-03-13T07:56:03","guid":{"rendered":"https:\/\/microscopemedia.com\/?p=681588"},"modified":"2026-03-13T07:56:03","modified_gmt":"2026-03-13T07:56:03","slug":"cicatricea-covid-loveste-memoria-ram-de-ce-preturile-record-vor-dura-pana-in-2027","status":"publish","type":"post","link":"https:\/\/microscopemedia.com\/?p=681588","title":{"rendered":"Cicatricea COVID love\u0219te memoria RAM. De ce pre\u021burile record vor dura p\u00e2n\u0103 \u00een 2027"},"content":{"rendered":"<div><img decoding=\"async\" src=\"https:\/\/microscopemedia.com\/wp-content\/uploads\/2026\/03\/cicatricea-covid-loveste-memoria-ram-de-ce-preturile-record-vor-dura-pana-in-2027.jpg\" class=\"ff-og-image-inserted\"><\/div>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\" id=\"p-0\">Datele colectate de TrendForce \u0219i PCPartPicker arat\u0103 amploarea crizei. O unitate de memorie RAM de 16 GB costa aproximativ 100 de dolari \u00een octombrie. \u00cen prezent, acela\u0219i produs dep\u0103\u0219e\u0219te 500 de dolari. Memoriile de 8 GB destinate telefoanelor mobile \u0219i-au triplat \u0219i ele pre\u021bul, ajung\u00e2nd la 150 de dolari per unitate, potrivit <a href=\"https:\/\/www.eleconomista.es\/tecnologia\/noticias\/13820522\/03\/26\/la-cicatriz-del-covid-condena-a-la-memoria-ram-por-que-la-escasez-y-los-precios-record-duraran-hasta-2027.html\" target=\"_blank\" rel=\"noopener\">elEconomista<\/a>.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\" id=\"p-1\">Confirmarea vine de la Apple. Compania a anun\u021bat joi un contract de furnizare DRAM cu Samsung pentru iPhone-ul pliabil, la pre\u021buri duble fa\u021b\u0103 de cele anterioare.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\" id=\"p-2\">Cele mai mari companii din lume au acceptat deja c\u0103 nivelurile actuale de pre\u021b au venit pentru a r\u0103m\u00e2ne.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" id=\"chapter-0\">De ce nu se produce pur \u0219i simplu mai mult<\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\" id=\"p-3\">R\u0103spunsul se afl\u0103 \u00een trauma recent\u0103 a industriei. Pandemia a generat o cerere exploziv\u0103 de memorie, iar pia\u021ba a crescut cu 50% \u00een doar doi ani. \u00cen 2022 a urmat o criz\u0103 violent\u0103. Comenzile s-au pr\u0103bu\u0219it, iar veniturile din sectorul RAM au sc\u0103zut cu 32,5% \u00eentr-un singur trimestru.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\" id=\"p-4\">Samsung a \u00eenregistrat pierderi de 3 miliarde de dolari din segmentul semiconductorilor. Hynix a pierdut 1,3 miliarde. Micron a fost cel mai afectat. Compania a raportat pierderi de 5,8 miliarde de dolari \u00een anul fiscal 2023 \u2013 primele cifre negative din ultimul deceniu.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" id=\"chapter-1\">Fabrici noi: 15 miliarde de dolari \u0219i 18 luni de a\u0219teptare<\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\" id=\"p-5\">Produc\u0103torii \u00ee\u0219i vor extinde acum capacitatea \u00eencet \u0219i prudent, pentru a evita o nou\u0103 criz\u0103 de supraproduc\u021bie. Problema este c\u0103 industria nu poate reac\u021biona rapid. Potrivit Coughlin Associates, construirea unei fabrici noi cost\u0103 aproximativ 15 miliarde de dolari \u0219i necesit\u0103 18 luni p\u00e2n\u0103 la punerea \u00een func\u021biune.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\" id=\"p-6\">Acest decalaj garanteaz\u0103 c\u0103 noua capacitate va ajunge pe pia\u021b\u0103 mult dup\u0103 v\u00e2rful cererii. Samsung a anun\u021bat deja ad\u0103ugarea de noi linii DRAM la fabrica din Pyeongtaek, Coreea, care ar putea procesa 120.000 de pl\u0103ci suplimentare pe lun\u0103. Acestea nu vor fi opera\u021bionale \u00eens\u0103 \u00eenainte de \u00eenceputul anului 2027.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\" id=\"p-7\">Cei trei mari produc\u0103tori \u2013 Hynix cu 38% din pia\u021ba global\u0103, Samsung cu 33% \u0219i Micron cu 22% \u2013 controleaz\u0103 practic \u00eentreaga ofert\u0103. Anali\u0219tii de la Neuberger Berman estimeaz\u0103 c\u0103 pre\u021burile vor r\u0103m\u00e2ne ridicate cel pu\u021bin p\u00e2n\u0103 \u00een 2026, iar deficitul se poate extinde pe parcursul mai multor ani.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Datele colectate de TrendForce \u0219i PCPartPicker arat\u0103 amploarea crizei. O unitate de memorie RAM de 16 GB costa aproximativ 100 de dolari \u00een octombrie. \u00cen prezent, acela\u0219i produs dep\u0103\u0219e\u0219te 500 &hellip; <a href=\"https:\/\/microscopemedia.com\/?p=681588\" class=\"more-link\">Read More<\/a><\/p>\n","protected":false},"author":1,"featured_media":681589,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"Default","format":"standard","meta":[],"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/microscopemedia.com\/index.php?rest_route=\/wp\/v2\/posts\/681588"}],"collection":[{"href":"https:\/\/microscopemedia.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/microscopemedia.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/microscopemedia.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/microscopemedia.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=681588"}],"version-history":[{"count":0,"href":"https:\/\/microscopemedia.com\/index.php?rest_route=\/wp\/v2\/posts\/681588\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/microscopemedia.com\/index.php?rest_route=\/wp\/v2\/media\/681589"}],"wp:attachment":[{"href":"https:\/\/microscopemedia.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=681588"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/microscopemedia.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=681588"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/microscopemedia.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=681588"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}