{"id":49779,"date":"2026-09-25T07:09:00","date_gmt":"2026-09-25T05:09:00","guid":{"rendered":"https:\/\/www.chinasmartbuy.com\/blog\/1b-dram-costo-superiore-tsmc-n2-carenza-memoria\/"},"modified":"2026-09-25T07:10:49","modified_gmt":"2026-09-25T05:10:49","slug":"1b-dram-costo-superiore-tsmc-n2-carenza-memoria","status":"publish","type":"post","link":"https:\/\/www.chinasmartbuy.com\/blog\/1b-dram-costo-superiore-tsmc-n2-carenza-memoria\/","title":{"rendered":"La 1b DRAM costa pi\u00f9 del wafer TSMC N2: il mercato memoria entra in tensione"},"content":{"rendered":"\n\n<style>\n  :root {\n    --red: #CC1B1B;\n    --red-light: rgba(204,27,27,0.08);\n    --red-mid: #e84040;\n    --accent-soft-bg: rgba(204,27,27,0.07);\n    --accent-soft-border: rgba(204,27,27,0.18);\n    --text: #1a1a1a;\n    --text-muted: #666;\n    --card: #ffffff;\n    --border: #ebebeb;\n    --page-bg: #ffffff;\n    --surface-soft: #fafafa;\n    --surface-contrast: #f0f0f0;\n    --line-soft: #f5f5f5;\n    --soft-label: #bbb;\n    --muted-label: #999;\n    --copy: #333;\n    --font-head: 'Bebas Neue', sans-serif;\n    --font-body: 'DM Sans', sans-serif;\n    --heading-spacing: 0.04em;\n    --heading-weight: 400;\n    --spec-header-spacing: 0.08em;\n    --quickfacts-shadow: 0 10px 24px rgba(15,23,42,0.06);\n  }\n  .fbp5-wrap,.fbp5-wrap * { box-sizing:border-box; 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gap:40px; }\n    .fbp5-section h2 { font-size:32px; }\n    .fbp5-scheda-row { flex-direction:column; }\n    .fbp5-scheda-key { width:100%; }\n    .rh-phonebox-header { padding:18px 16px; flex-direction:column; align-items:center; }\n    .rh-phonebox-hero { width:150px; height:200px; }\n    .rh-phonebox-highlights { grid-template-columns:repeat(2,minmax(0,1fr)); }\n    .rh-phonebox-colors { padding:16px; }\n    .rh-phonebox-section { grid-template-columns:1fr; }\n    .rh-phonebox-section-label { padding:14px 20px; border-right:none; border-bottom:1px solid var(--border); }\n    .rh-phonebox-section-values { padding:14px 20px; }\n    .rh-affbox-grid { grid-template-columns:1fr; }\n    .rh-affbox-col:not(:last-child) { border-right:none; border-bottom:1px solid var(--line-soft); }\n    .rh-affbox-cta { width:100%; }\n    .rh-downloadjump { align-items:flex-start; flex-direction:column; margin:-22px 0 0; }\n    .rh-downloadjump a { width:100%; }\n    .rh-downloadbox-head { flex-direction:column; }\n    .rh-downloadbox-link { width:100%; }\n    .rh-offerbox-head { flex-direction:column; }\n    .rh-offerbox-links { grid-template-columns:1fr; }\n    .rh-offer-inline-wrap { flex-direction:column; align-items:flex-start; }\n    .rh-offer-inline-cta { width:100%; }\n  }\n<\/style>\n<div class=\"fbp5-wrap rh-json-article\" id=\"rh-article-mugi4k2m-6i81w\" data-rh-article-type=\"news\" data-rh-site-profile=\"china-smart-buy\">\n  <div class=\"fbp5-intro\">\n    \n    <p>Il mercato della memoria sta vivendo una fase anomala: i dati pi\u00f9 recenti indicano che il costo per millimetro quadrato di un wafer <strong>1b DRAM<\/strong> ha raggiunto 0.654 dollari, superando di molto quello del wafer TSMC N2, fermo a 0.424 dollari.<\/p><p>Il dato \u00e8 importante perch\u00e9 la 1b DRAM \u00e8 alla base di gran parte della produzione <strong>DDR5<\/strong> moderna, dalle memorie per PC desktop e notebook fino ai moduli ad alta capacit\u00e0 per server e workstation. In parallelo, la domanda legata all\u2019AI continua a drenare capacit\u00e0 produttiva verso HBM e DDR5 ad alta densit\u00e0, contribuendo a mantenere la pressione sui prezzi.<\/p>\n  <\/div><figure class=\"wp-block-image size-large\" style=\"margin:18px 0;display:block;clear:both;width:100%;position:relative;z-index:1\"><a href=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/09\/la-1b-dram-costa-pi-del-wafer-tsmc-n2-eb31859d-5c98-4f6c-8f24-4062-mpjc1vvva4.jpg\" target=\"_blank\" rel=\"noopener\" style=\"display:block;width:100%;position:relative;z-index:2;pointer-events:auto;cursor:zoom-in\"><img decoding=\"async\" src=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/09\/la-1b-dram-costa-pi-del-wafer-tsmc-n2-eb31859d-5c98-4f6c-8f24-4062-mpjc1vvva4.jpg\" alt=\"\u5168\u7403\u5185\u5b58\u77ed\u7f3a\uff1a\u62a5\u544a\u79f0 1b DRAM \u6676\u5706\u6bcf\u5e73\u65b9\u6beb\u7c73\u6210\u672c\u8f83\u53f0\u79ef\u7535 N2 \u6ea2\u4ef7 54%\" loading=\"lazy\" style=\"display:block;max-width:100%;height:auto;margin:0 auto;pointer-events:auto\"><\/a><\/figure>\n  \n\n      <section class=\"fbp5-section\">\n        \n        <h2>Perch\u00e9 il costo della 1b DRAM \u00e8 <span>diventato cos\u00ec alto<\/span><\/h2>\n        <p>La sigla 1b DRAM identifica memorie realizzate con un nodo della famiglia sub-<strong>10 nm<\/strong>, pensato per aumentare la densit\u00e0 dei bit e portare pi\u00f9 capacit\u00e0 nello stesso spazio. In questo caso si parla di una densit\u00e0 intorno a <strong>0.436 Gb<\/strong> per millimetro quadrato, un valore che rende il processo centrale per i moduli DDR5 di nuova generazione.<\/p><p>Il problema \u00e8 che oggi non conta soltanto la difficolt\u00e0 del processo, ma soprattutto lo squilibrio tra domanda e offerta. La memoria generica \u00e8 in carenza prolungata e la corsa agli investimenti nei server AI continua ad assorbire grandi volumi di HBM e moduli DDR5 ad alta capacit\u00e0.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        \n        <h2>Dove viene usata la 1b DRAM e perch\u00e9 incide su <span>PC e server<\/span><\/h2>\n        <p>La 1b DRAM viene impiegata soprattutto nei moduli DDR5 per desktop, notebook e sistemi professionali. Rientrano qui banchi da 16,32 e <strong>64 GB<\/strong>, con varianti di fascia alta che salgono molto oltre, oltre alle memorie SO-DIMM e ai chip <strong>LPDDR5<\/strong> o DDR5 saldati sulle schede dei portatili pi\u00f9 prestanti.<\/p><p>Una parte di questa tecnologia entra anche nella filiera dell\u2019<strong>HBM3E<\/strong>, sotto forma di componenti usati nelle soluzioni di memoria ad altissima banda per acceleratori AI. Questo significa che la stessa base produttiva serve mercati diversi ma tutti molto caldi, dal notebook premium al data center.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n\n      <section class=\"fbp5-section\">\n        \n        <h2>Quando il mercato della memoria potrebbe <span>tornare pi\u00f9 equilibrato<\/span><\/h2>\n        <p>I segnali dal settore indicano che una normalizzazione rapida \u00e8 poco probabile. I grandi produttori stanno accelerando i piani per la prossima generazione di memoria e per l\u2019espansione dei siti produttivi, ma l\u2019impatto non sar\u00e0 immediato.<\/p><p>Per chi segue il mercato hardware, questo scenario ha una conseguenza concreta: nei prossimi trimestri il costo della memoria pu\u00f2 restare elevato anche nei prodotti consumer, soprattutto nei tagli pi\u00f9 capienti e nelle configurazioni orientate ad AI, gaming e workstation.<\/p>\n        \n        \n        \n        \n        \n      <\/section>\n    \n<\/div><div class=\"rh-attribution-pills\" style=\"display:flex;gap:10px;flex-wrap:wrap;justify-content:flex-start;margin:16px 0 0\"><a href=\"https:\/\/www.ithome.com\/1\/007\/119.htm\" target=\"_blank\" rel=\"noopener\" title=\"Via: VIA\" aria-label=\"Via: VIA\" style=\"display:inline-flex;align-items:center;gap:8px;padding:10px 16px;border-radius:16px;background:linear-gradient(135deg,#fff7ed,#ffedd5);color:#c2410c;text-decoration:none;font-size:11px;font-weight:900;letter-spacing:.08em;text-transform:uppercase;border:1px solid rgba(249,115,22,.20);box-shadow:0 8px 22px rgba(249,115,22,.08)\">Via<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>La 1b DRAM ha raggiunto un costo per area superiore al wafer TSMC N2, segnalando una forte tensione nel mercato della memoria DDR5 e HBM.<\/p>\n","protected":false},"author":9,"featured_media":49778,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_exactmetrics_skip_tracking":false,"_yoast_wpseo_focuskw_text_input":"1b DRAM costo TSMC N2","footnotes":""},"categories":[480],"tags":[1055],"class_list":["post-49779","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-tsmc"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":8}},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>La 1b DRAM costa pi\u00f9 del wafer TSMC N2: il mercato memoria entra in tensione<\/title>\n<meta name=\"description\" content=\"Il costo per area della 1b DRAM supera quello del wafer TSMC N2. 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Ecco cosa sta succedendo tra DDR5, HBM e domanda AI.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.chinasmartbuy.com\/blog\/1b-dram-costo-superiore-tsmc-n2-carenza-memoria\/\" \/>\n<meta property=\"og:site_name\" content=\"ChinaSmartBuy\" \/>\n<meta property=\"article:publisher\" content=\"http:\/\/facebook.com\/chinasmartbuy\" \/>\n<meta property=\"article:published_time\" content=\"2026-09-25T05:09:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-25T05:10:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.chinasmartbuy.com\/blog\/wp-content\/uploads\/2026\/09\/la-1b-dram-costa-pi-del-wafer-tsmc-n2-abc14519-051e-4888-bbb9-426e-r1j4d548ny.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"820\" \/>\n\t<meta property=\"og:image:height\" content=\"615\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Giuliano Iervolino\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Scritto da\" \/>\n\t<meta name=\"twitter:data1\" content=\"Giuliano Iervolino\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tempo di lettura stimato\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minuti\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/1b-dram-costo-superiore-tsmc-n2-carenza-memoria\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/1b-dram-costo-superiore-tsmc-n2-carenza-memoria\\\/\"},\"author\":{\"name\":\"Giuliano Iervolino\",\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/#\\\/schema\\\/person\\\/300686f0d3c1d4edc8811bd3da82337e\"},\"headline\":\"La 1b DRAM costa pi\u00f9 del wafer TSMC N2: il mercato memoria entra in tensione\",\"datePublished\":\"2026-09-25T05:09:00+00:00\",\"dateModified\":\"2026-09-25T05:10:49+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/1b-dram-costo-superiore-tsmc-n2-carenza-memoria\\\/\"},\"wordCount\":418,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/1b-dram-costo-superiore-tsmc-n2-carenza-memoria\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/la-1b-dram-costa-pi-del-wafer-tsmc-n2-abc14519-051e-4888-bbb9-426e-r1j4d548ny.jpg\",\"keywords\":[\"tsmc\"],\"articleSection\":[\"News\"],\"inLanguage\":\"it-IT\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/1b-dram-costo-superiore-tsmc-n2-carenza-memoria\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/1b-dram-costo-superiore-tsmc-n2-carenza-memoria\\\/\",\"url\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/1b-dram-costo-superiore-tsmc-n2-carenza-memoria\\\/\",\"name\":\"La 1b DRAM costa pi\u00f9 del wafer TSMC N2: il mercato memoria entra in tensione\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/1b-dram-costo-superiore-tsmc-n2-carenza-memoria\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/1b-dram-costo-superiore-tsmc-n2-carenza-memoria\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.chinasmartbuy.com\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/la-1b-dram-costa-pi-del-wafer-tsmc-n2-abc14519-051e-4888-bbb9-426e-r1j4d548ny.jpg\",\"datePublished\":\"2026-09-25T05:09:00+00:00\",\"dateModified\":\"2026-09-25T05:10:49+00:00\",\"description\":\"Il costo per area della 1b DRAM supera quello del wafer TSMC N2. 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