![\"\"](\"https:\/\/i0.wp.com\/www.shqiperia.com\/blog\/wp-content\/uploads\/2026\/04\/640-0-ee9d734c46d88e6f305969edecbf885a-300x158.jpg?resize=708%2C373&ssl=1\")
<\/p>\n<\/p>\n
12 Prill 2026<\/p>\n
Euforia e IA-s\u00eb po krijon nj\u00eb problem t\u00eb madh p\u00ebr elektronik\u00ebn e konsumit. \u00c7mimet po shp\u00ebrthejn\u00eb p\u00ebr nj\u00eb komponent thelb\u00ebsor<\/p>\n
Prodhuesit e pajisjeve elektronike n\u00eb bot\u00eb, t\u00eb mbledhur s\u00eb fundmi n\u00eb Las Vegas p\u00ebr Panairin e Elektronik\u00ebs p\u00ebr Konsumator\u00ebt (CES), do t\u00eb ishin t\u00eb justifikuar po t\u00eb kishin ndjenja t\u00eb p\u00ebrziera p\u00ebr k\u00ebt\u00eb vit. Entuziazmi p\u00ebr pajisje t\u00eb reja t\u00eb zgjuara, t\u00eb fuqizuara nga Inteligjenca Artificiale \u00ebsht\u00eb po aq i fort\u00eb sa kurr\u00eb.<\/p>\n
Por, duke g\u00eblltitur sasi t\u00eb m\u00ebdha \u00e7ipash memorie, t\u00eb domosdoshme p\u00ebr gjith\u00e7ka nga telefonat inteligjent\u00eb dhe kompjuter\u00ebt personal\u00eb (PC) deri te pajisjet e loj\u00ebrave dhe makinat, IA po krijon probleme furnizimi p\u00ebr prodhuesit e elektronik\u00ebs, shkruan The Economist.<\/p>\n
Jeffrey Clarke, drejtori operativ i Dell, prodhues kompjuter\u00ebsh, e ka quajtur situat\u00ebn \u201cmosp\u00ebrputhjen m\u00eb t\u00eb paprecedent\u00eb mes k\u00ebrkes\u00ebs dhe ofert\u00ebs\u201d q\u00eb ka par\u00eb ndonj\u00ebher\u00eb. Xiaomi, prodhuesi kinez i telefonave inteligjent\u00eb, ka paralajm\u00ebruar p\u00ebr vonesa dhe rritje \u00e7mimesh.<\/p>\n
Analist\u00ebt parashikojn\u00eb se \u00e7mimet e PC-ve mund t\u00eb rriten me 15\u201320% si pasoj\u00eb. IDC, nj\u00eb shoq\u00ebri k\u00ebrkimore, vler\u00ebson se n\u00ebse kjo situat\u00eb vazhdon, d\u00ebrgesat globale t\u00eb telefonave inteligjent\u00eb mund t\u00eb bien deri n\u00eb 5% k\u00ebt\u00eb vit, nd\u00ebrsa shitjet e PC-ve rreth dyfish m\u00eb shum\u00eb se kaq.<\/p>\n
Gjysm\u00ebp\u00ebr\u00e7uesit jan\u00eb nj\u00eb industri ciklike, q\u00eb priret t\u00eb kaloj\u00eb nga teprica n\u00eb munges\u00eb. Por ky cik\u00ebl mund t\u00eb jet\u00eb ndryshe, pasi k\u00ebrkesa p\u00ebr IA po riform\u00ebson m\u00ebnyr\u00ebn se si \u00e7ipat e memories prodhohen, vler\u00ebsohen dhe shp\u00ebrndahen. P\u00ebr konsumator\u00ebt, pasojat mund t\u00eb zgjasin me vite.<\/p>\n
N\u00eb qend\u00ebr t\u00eb k\u00ebtij problemi q\u00ebndron DRAM-i, memoria q\u00eb p\u00ebrdoret n\u00eb telefonat inteligjent\u00eb, laptop\u00eb dhe server\u00eb. Procesor\u00ebt e avancuar t\u00eb IA-s\u00eb, si ata t\u00eb prodhuar nga Nvidia, varen nga nj\u00eb variant i specializuar i njohur si memorie me gjer\u00ebsi t\u00eb lart\u00eb (HBM), e cila vendos \u00e7ipat vertikalisht p\u00ebr t\u00eb rritur shpejt\u00ebsin\u00eb dhe p\u00ebr t\u00eb ulur konsumin e energjis\u00eb.<\/p>\n
Nd\u00ebrtimi i shpejt\u00eb i qendrave t\u00eb t\u00eb dh\u00ebnave ka b\u00ebr\u00eb q\u00eb k\u00ebrkesa p\u00ebr HBM t\u00eb shp\u00ebrthej\u00eb. Prodhimi i saj k\u00ebrkon p\u00ebrdorimin e shum\u00eb burimeve: HBM k\u00ebrkon tre deri n\u00eb kat\u00ebr her\u00eb m\u00eb shum\u00eb pllaka silici sesa DRAM-i standard.<\/p>\n
Oferta \u00ebsht\u00eb jasht\u00ebzakonisht e p\u00ebrqendruar. Vet\u00ebm tre kompani, SK Hynix dhe Samsung Electronics nga Koreja e Jugut, si dhe Micron nga SHBA-ja, kontrollojn\u00eb mbi 90% t\u00eb t\u00eb ardhurave globale nga DRAM-i dhe\u00a0 po e zhvendosin kapacitetin drejt HBM-s\u00eb, e cila, sipas Bloomberg Intelligence, do t\u00eb p\u00ebrb\u00ebj\u00eb gjysm\u00ebn e t\u00eb ardhurave globale nga DRAM-i deri n\u00eb fund t\u00eb dekad\u00ebs, nga 8% q\u00eb ishte n\u00eb vitin 2023.<\/p>\n
HBM zakonisht gjeneron marzhe operative rreth 50% ose m\u00eb shum\u00eb, krahasuar me rreth 35% p\u00ebr memorien standarde. Investitor\u00ebt e kan\u00eb shp\u00ebrblyer k\u00ebt\u00eb strategji: q\u00eb nga fillimi i vitit 2025, \u00e7mimet e aksioneve t\u00eb k\u00ebtyre tre kompanive jan\u00eb rritur mesatarisht me 200% (shih grafikun 1).<\/p>\n
Ana tjet\u00ebr e medaljes \u00ebsht\u00eb se \u00e7ipat baz\u00eb t\u00eb memories, t\u00eb cil\u00ebt p\u00ebrb\u00ebjn\u00eb 15\u201340% t\u00eb kostos s\u00eb telefonave inteligjent\u00eb dhe PC-ve, po b\u00ebhen m\u00eb t\u00eb rrall\u00eb dhe m\u00eb t\u00eb shtrenjt\u00eb. \u00c7mimi i DRAM-it q\u00eb p\u00ebrdoret n\u00eb shumic\u00ebn e pajisjeve t\u00eb konsumit, i njohur si DDR4, \u00ebsht\u00eb rritur me 1,360% q\u00eb nga prilli i vitit 2025 (shih grafikun 2).<\/p>\n
Ndikimi do t\u00eb jet\u00eb i pabarabart\u00eb. Apple, me pajisjet e saj t\u00eb shtrenjta dhe shkall\u00ebn e madhe t\u00eb prodhimit, do t\u00eb jet\u00eb m\u00eb e aft\u00eb t\u00eb p\u00ebrballoj\u00eb kostot m\u00eb t\u00eb larta dhe t\u00eb siguroj\u00eb furnizim. Samsung do t\u00eb p\u00ebrfitoj\u00eb nga prodhimi i brendsh\u00ebm i memories. T\u00eb tjer\u00ebt nuk jan\u00eb kaq me fat.<\/p>\n
Asus, prodhues tajvanez i PC-ve, i rriti \u00e7mimet e laptop\u00ebve m\u00eb 5 janar. Xiaomi ka th\u00ebn\u00eb se kostot e memories do t\u00eb ken\u00eb \u201cndikim t\u00eb madh\u201d mbi marzhet. Prodhuesit e makinave mund ta ndiejn\u00eb m\u00eb fort trysnin\u00eb: nd\u00ebrsa automjetet p\u00ebrfshijn\u00eb gjithnj\u00eb e m\u00eb shum\u00eb elektronik\u00eb, sasia e DRAM-it p\u00ebr makina po rritet me shpejt\u00ebsi.<\/p>\n
Leht\u00ebsimi do t\u00eb vij\u00eb ngadal\u00eb. Prodhuesit e memories planifikojn\u00eb t\u00eb shpenzojn\u00eb rreth 61 miliard\u00eb dollar\u00eb p\u00ebr investime kapitale n\u00eb DRAM k\u00ebt\u00eb vit, nj\u00eb rritje prej 14% krahasuar me 2025-n. Por kapaciteti i ri k\u00ebrkon deri n\u00eb dy vjet p\u00ebr t\u00eb hyr\u00eb n\u00eb pun\u00eb. P\u00ebr m\u00eb tep\u00ebr, 60\u201370% e investimeve t\u00eb planifikuara jan\u00eb destinuar p\u00ebr HBM, sipas Jukan Choi nga Citrini Research.<\/p>\n
Prodhuesit kinez\u00eb, t\u00eb cil\u00ebt vitet e fundit jan\u00eb b\u00ebr\u00eb furnizues t\u00eb m\u00ebdhenj t\u00eb DRAM-it baz\u00eb, nuk ka gjasa ta mbushin boshll\u00ebkun; edhe ata po fokusohen te HBM. P\u00ebr momentin, vet\u00ebm nj\u00eb r\u00ebnie e bumit t\u00eb IA-s\u00eb do ta zbus\u00eb munges\u00ebn. Konsumator\u00ebt s\u00eb shpejti mund ta ndiejn\u00eb pasojat.\/MONITOR<\/p>\n","protected":false},"excerpt":{"rendered":"
12 Prill 2026 Euforia e IA-s\u00eb po krijon nj\u00eb problem t\u00eb madh p\u00ebr elektronik\u00ebn e konsumit. \u00c7mimet po shp\u00ebrthejn\u00eb p\u00ebr nj\u00eb komponent thelb\u00ebsor Prodhuesit e pajisjeve elektronike n\u00eb bot\u00eb, t\u00eb mbledhur s\u00eb fundmi n\u00eb Las Vegas p\u00ebr Panairin e Elektronik\u00ebs p\u00ebr Konsumator\u00ebt (CES), do t\u00eb ishin t\u00eb justifikuar po t\u00eb kishin ndjenja t\u00eb p\u00ebrziera p\u00ebr […]<\/p>\n","protected":false},"author":9,"featured_media":99310,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[27,85,10,1,35],"tags":[],"class_list":["post-99309","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blogu-i-udhetarit","category-histori","category-kultura","category-njoftime-shtypi","category-shoqerore"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.shqiperia.com\/blog\/wp-content\/uploads\/2026\/04\/640-0-ee9d734c46d88e6f305969edecbf885a.jpg?fit=640%2C336&ssl=1","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p5Z6wp-pPL","jetpack-related-posts":[{"id":100650,"url":"https:\/\/www.shqiperia.com\/blog\/vucic-godet-be-ne-dhe-forcon-boshtin-me-kinen-e-putinin-serbia-ne-kthesen-me-te-rrezikshme-gjeopolitike-mes\/","url_meta":{"origin":99309,"position":0},"title":"Vu\u00e7i\u00e7 godet BE-n\u00eb dhe forcon boshtin me Kin\u00ebn e Putinin, Serbia n\u00eb kthes\u00ebn m\u00eb t\u00eb rrezikshme gjeopolitike mes\u2026","author":"Kurt Farka","date":"May 26, 2026","format":false,"excerpt":"26 Maji 2026 Vizita e presidentit serb Aleksand\u00ebr Vu\u00e7i\u00e7 n\u00eb Pekin po shihet si nj\u00eb sinjal i fort\u00eb i afrimit gjithnj\u00eb e m\u00eb t\u00eb madh t\u00eb Serbis\u00eb me Kin\u00ebn dhe Rusin\u00eb, n\u00eb nj\u00eb koh\u00eb kur marr\u00ebdh\u00ebniet me Bashkimin Evropian mbeten t\u00eb tensionuara. 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