{"id":101636,"date":"2026-05-15T20:13:10","date_gmt":"2026-05-15T20:13:10","guid":{"rendered":"https:\/\/www.europesays.com\/hu\/101636\/"},"modified":"2026-05-15T20:13:10","modified_gmt":"2026-05-15T20:13:10","slug":"olyan-hatasa-lehet-a-mesterseges-intelligencianak-amire-almukban-sem-gondoltak-a-cegek","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/hu\/101636\/","title":{"rendered":"Olyan hat\u00e1sa lehet a mesters\u00e9ges intelligenci\u00e1nak, amire \u00e1lmukban sem gondoltak a c\u00e9gek"},"content":{"rendered":"

A fejlett mesters\u00e9ges intelligencia a feje tetej\u00e9re \u00e1ll\u00edtotta a technol\u00f3giai piacot. Ahhoz ugyanis, hogy az AI el tudja v\u00e9gezni a r\u00e1b\u00edzott feladatokat, \u00f3ri\u00e1si sz\u00e1m\u00edt\u00e1si kapacit\u00e1sra van sz\u00fcks\u00e9g, \u00edgy az ehhez sz\u00fcks\u00e9ges hardverek jelent\u0151s r\u00e9sz\u00e9t ez az ipar\u00e1g sz\u00edvja fel. Az eredm\u00e9ny: glob\u00e1lis mem\u00f3riav\u00e1ls\u00e1g, amely miatt a laptopokt\u00f3l<\/a> a konzolokon \u00e1t<\/a> az okostelefonokig<\/a> minden eszk\u00f6z \u00e1ra drasztikusan emelkedik.<\/p>\n

Az \u00e9remnek azonban van egy m\u00e1sik oldala is. Mivel a kereslet \u00f3ri\u00e1si, az \u00e1rak pedig elsz\u00e1lltak, a gy\u00e1rt\u00f3k \u00f3ri\u00e1si bev\u00e9teleket<\/a> \u2013 \u00e9s nyeres\u00e9get \u2013 k\u00f6nyvelhetnek el.<\/p>\n

<\/p>\n

https:\/\/hvg.hu\/tudomany\/20260514_del-korea-mesterseges-intelligencia-chipgyartas-osztalek-samsung-sk-hynix<\/p>\n

A Reuters<\/a> besz\u00e1mol\u00f3ja szerint ez a j\u00f6v\u0151ben is \u00edgy lesz \u2013 legal\u00e1bbis ha bej\u00f6n a vil\u00e1g legnagyobb chipgy\u00e1rt\u00f3j\u00e1nak, a tajvani TSMC-nek az elemz\u00e9se. A v\u00e1llalat szerint a glob\u00e1lis f\u00e9lvezet\u0151piac 2030-ra el\u00e9rheti az 1,5+ billi\u00f3 doll\u00e1rt. A kor\u00e1bbi ezzel kapcsolatos becsl\u00e9s m\u00e9g 1 billi\u00f3 doll\u00e1rr\u00f3l sz\u00f3lt.<\/p>\n

A c\u00e9g szerint a piacot, nem t\u00fal meglep\u0151 m\u00f3don az AI, valamint m\u00e1s, nagy sz\u00e1m\u00edt\u00e1si kapacit\u00e1st ig\u00e9nyl\u0151 ter\u00fcletek kereslete hajtja. Ez a 1,5 billi\u00f3 doll\u00e1ros piac 55 sz\u00e1zal\u00e9k\u00e1t adhatja, m\u00edg 20 sz\u00e1zal\u00e9k\u00e1t az okostelefonok, 10 sz\u00e1zal\u00e9k\u00e1t pedig az aut\u00f3k.<\/p>\n

A v\u00e1ltoz\u00e1s m\u00e1r most \u00e9rezhet\u0151, a chipek ir\u00e1nti kereslet ugyanis a v\u00e1rakoz\u00e1sok szerint a 2022-es szinthez k\u00e9pest 11-szeres\u00e9re fog n\u0151ni.<\/p>\n

A TSMC a fokoz\u00f3d\u00f3 keresletre v\u00e1laszul t\u00f6bb gy\u00e1rat is \u00e9p\u00edt a vil\u00e1g t\u00f6bb pontj\u00e1n, emellett pedig \u00e1talak\u00edtja a megl\u00e9v\u0151 kapacit\u00e1s\u00e1t, hogy n\u00f6velni tudja a termel\u00e9st.<\/p>\n

Ha m\u00e1skor is tudni szeretne hasonl\u00f3 dolgokr\u00f3l, l\u00e1jkolja a HVG Tech rovat\u00e1nak Facebook-oldal\u00e1t<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"A fejlett mesters\u00e9ges intelligencia a feje tetej\u00e9re \u00e1ll\u00edtotta a technol\u00f3giai piacot. Ahhoz ugyanis, hogy az AI el tudja…\n","protected":false},"author":2,"featured_media":101637,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[5339,14701,44,42,40,43,41,283,8054,121,120,629,125,122,15108,124,123],"class_list":{"0":"post-101636","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-tudomany-es-technologia","8":"tag-chip","9":"tag-chipgyartas","10":"tag-hu","11":"tag-hungarian","12":"tag-hungary","13":"tag-magyar","14":"tag-magyarorszag","15":"tag-mesterseges-intelligencia","16":"tag-processzor","17":"tag-science","18":"tag-science-technology","19":"tag-tech","20":"tag-technologia","21":"tag-technology","22":"tag-tsmc","23":"tag-tudomany","24":"tag-tudomany-es-technologia"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@hu\/116580424796885533","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/101636","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/comments?post=101636"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/101636\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media\/101637"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media?parent=101636"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/categories?post=101636"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/tags?post=101636"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}