{"id":186673,"date":"2026-07-27T10:34:06","date_gmt":"2026-07-27T10:34:06","guid":{"rendered":"https:\/\/www.europesays.com\/hu\/186673\/"},"modified":"2026-07-27T10:34:06","modified_gmt":"2026-07-27T10:34:06","slug":"a-tozsde-leesett-allal-nezi-allami-tamogatassal-lett-pillanatok-alatt-orias-a-kinai-chipgyarto","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/hu\/186673\/","title":{"rendered":"A t\u0151zsde leesett \u00e1llal n\u00e9zi: \u00e1llami t\u00e1mogat\u00e1ssal lett pillanatok alatt \u00f3ri\u00e1s a k\u00ednai chipgy\u00e1rt\u00f3"},"content":{"rendered":"<p>Rekordot d\u00f6nt\u0151 t\u0151zsdei deb\u00fct\u00e1l\u00e1s\u00e1val a figyelem k\u00f6z\u00e9ppontj\u00e1ba ker\u00fclt a CXMT. A k\u00ednai mem\u00f3riachip-gy\u00e1rt\u00f3 n\u00e9h\u00e1ny \u00e9v alatt strat\u00e9giai jelent\u0151s\u00e9g\u0171 v\u00e1llalatt\u00e1 n\u0151tte ki mag\u00e1t.<\/p>\n<p>Mi t\u00f6rt\u00e9nt? A ChangXin Memory Technologies (CXMT) m\u00e1ra K\u00edna vezet\u0151 DRAM mem\u00f3riachip-gy\u00e1rt\u00f3j\u00e1v\u00e1 v\u00e1lt, \u00e9s <a href=\"https:\/\/www.forbes.hu\/penz\/berobbant-a-tozsdere-a-kinai-chipgyarto-percek-alatt-az-orszag-legertekesebb-vallalata-lett\/\" rel=\"nofollow noopener\" target=\"_blank\">sanghaji t\u0151zsdei deb\u00fct\u00e1l\u00e1sa ut\u00e1n az orsz\u00e1g leg\u00e9rt\u00e9kesebb t\u0151zsdei v\u00e1llalat\u00e1v\u00e1 l\u00e9pett el\u0151<\/a>. A v\u00e1llalat 8,6 milli\u00e1rd doll\u00e1rt vont be \u00c1zsia idei legnagyobb r\u00e9szv\u00e9nykibocs\u00e1t\u00e1s\u00e1val, r\u00e9szv\u00e9nyeinek \u00e1rfolyama pedig az els\u0151 keresked\u00e9si napon k\u00f6zel 470 sz\u00e1zal\u00e9kkal emelkedett.<\/p>\n<p>R\u00e9szletek. A DRAM chipek az okostelefonok, szem\u00e9lyi sz\u00e1m\u00edt\u00f3g\u00e9pek, szerverek \u00e9s mesters\u00e9ges intelligenci\u00e1t futtat\u00f3 rendszerek m\u0171k\u00f6d\u00e9s\u00e9hez sz\u00fcks\u00e9ges mem\u00f3ri\u00e1t biztos\u00edtj\u00e1k. A glob\u00e1lis piacot tov\u00e1bbra is a Samsung Electronics, az SK Hynix \u00e9s a Micron uralja, de a CXMT 2025-re m\u00e1r 7,7 sz\u00e1zal\u00e9kos piaci r\u00e9szesed\u00e9st \u00e9rt el, amivel a vil\u00e1g negyedik legnagyobb szerepl\u0151j\u00e9v\u00e9 v\u00e1lt. A v\u00e1llalat gyors n\u00f6veked\u00e9s\u00e9t az AI-forradalom is hajtja, els\u0151 negyed\u00e9ves \u00e1rbev\u00e9tele \u00e9ves \u00f6sszevet\u00e9sben 719 sz\u00e1zal\u00e9kkal, 50,8 milli\u00e1rd j\u00fcanra emelkedett, az els\u0151 f\u00e9l\u00e9vre pedig 110\u2013120 milli\u00e1rd j\u00fcanos bev\u00e9telt v\u00e1r, ami k\u00f6zel k\u00e9tszerese lenne a teljes 2025-\u00f6s forgalm\u00e1nak.<\/p>\n<p>H\u00e1tt\u00e9r. A CXMT kiemelt szerepet j\u00e1tszik Peking technol\u00f3giai \u00f6n\u00e1ll\u00f3s\u00e1gi t\u00f6rekv\u00e9seiben, tulajdonosi h\u00e1tter\u00e9ben jelent\u0151s \u00e1llami befektet\u0151k is megjelennek. A v\u00e1llalat ugyanakkor technol\u00f3giai szempontb\u00f3l m\u00e9g lemarad\u00e1sban van a legfejlettebb, mesters\u00e9ges intelligenci\u00e1hoz haszn\u00e1lt nagy s\u00e1vsz\u00e9less\u00e9g\u0171 mem\u00f3ri\u00e1k (HBM) fejleszt\u00e9s\u00e9ben, mik\u00f6zben az amerikai exportkorl\u00e1toz\u00e1sok \u00e9s a geopolitikai fesz\u00fclts\u00e9gek is nehez\u00edtik a felz\u00e1rk\u00f3z\u00e1s\u00e1t. A t\u0151zsdei kibocs\u00e1t\u00e1sb\u00f3l sz\u00e1rmaz\u00f3 forr\u00e1sokat a c\u00e9g gy\u00e1rt\u00f3kapacit\u00e1s\u00e1nak b\u0151v\u00edt\u00e9s\u00e9re, technol\u00f3giai fejleszt\u00e9sekre \u00e9s kutat\u00e1s-fejleszt\u00e9sre k\u00edv\u00e1nja ford\u00edtani.<\/p>\n","protected":false},"excerpt":{"rendered":"Rekordot d\u00f6nt\u0151 t\u0151zsdei deb\u00fct\u00e1l\u00e1s\u00e1val a figyelem k\u00f6z\u00e9ppontj\u00e1ba ker\u00fclt a CXMT. A k\u00ednai mem\u00f3riachip-gy\u00e1rt\u00f3 n\u00e9h\u00e1ny \u00e9v alatt strat\u00e9giai jelent\u0151s\u00e9g\u0171&hellip;\n","protected":false},"author":2,"featured_media":186674,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[10],"tags":[26872,110,44,42,40,104,43,41,6895,111],"class_list":["post-186673","post","type-post","status-publish","format-standard","has-post-thumbnail","category-vallalkozas","tag-big-tech","tag-business","tag-hu","tag-hungarian","tag-hungary","tag-kina","tag-magyar","tag-magyarorszag","tag-tozsde","tag-vallalkozas"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@hu\/116991496331452025","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/186673","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=186673"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/186673\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media\/186674"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media?parent=186673"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/categories?post=186673"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/tags?post=186673"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}