{"id":187270,"date":"2026-07-27T19:58:10","date_gmt":"2026-07-27T19:58:10","guid":{"rendered":"https:\/\/www.europesays.com\/hu\/187270\/"},"modified":"2026-07-27T19:58:10","modified_gmt":"2026-07-27T19:58:10","slug":"kitort-a-chiporulet-sanghajban-kina-legnagyobb-tozsdei-cege-lett-a-cxmt","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/hu\/187270\/","title":{"rendered":"Kit\u00f6rt a chip\u0151r\u00fclet Sanghajban, K\u00edna legnagyobb t\u0151zsdei c\u00e9ge lett a CXMT"},"content":{"rendered":"

\n A mesters\u00e9ges intelligencia k\u00f6r\u00fcli \u0151r\u00fclet \u00e9s a k\u00ednai \u00e1llami ipart\u00e1mogat\u00e1s a vil\u00e1ggazdas\u00e1g szempontj\u00e1b\u00f3l is nagyon l\u00e1tv\u00e1nyos eredm\u00e9nyt hozott a sanghaji t\u0151zsd\u00e9n: a chipgy\u00e1rt\u00f3 CXMT r\u00e9szv\u00e9nyei a t\u0151zsdei bevezet\u00e9se ut\u00e1ni els\u0151 keresked\u00e9si napon t\u00f6bb mint \u00f6tsz\u00e1z sz\u00e1zal\u00e9kos sz\u00e1rnyal\u00e1ssal nyitottak. A 2016-ban alap\u00edtott mem\u00f3riachip-gy\u00e1rt\u00f3 ezzel egyetlen nap alatt b\u0151 540 milli\u00e1rd doll\u00e1ros piaci \u00e9rt\u00e9ket \u00e9rt el. Ezzel a c\u00e9g a Portfolio besz\u00e1mol\u00f3ja szerint<\/a> m\u00e1ris K\u00edna leg\u00e9rt\u00e9kesebb t\u0151zsdei v\u00e1llalat\u00e1v\u00e1 v\u00e1lt.\n <\/p>\n

\n A t\u0151zsdei hiszt\u00e9ri\u00e1t az is f\u0171t\u00f6tte, hogy a k\u00ednai hat\u00f3s\u00e1gok mesters\u00e9gesen nyomott \u00e1ron (8,66 j\u00fcanos kibocs\u00e1t\u00e1si \u00e1r, nem v\u00e9letlen\u00fcl: ezek a k\u00ednai kult\u00far\u00e1ban hagyom\u00e1nyosan szerencs\u00e9t \u00e9s gazdags\u00e1got hoz\u00f3 sz\u00e1mok) engedt\u00e9k piacra a pap\u00edrokat, ami a nyit\u00e1s pillanat\u00e1ban brut\u00e1lis spekul\u00e1ci\u00f3s hull\u00e1mot robbantott ki. A Bloomberg elemz\u00e9se<\/a> kiemeli, hogy a r\u00e9szv\u00e9nyeket a kisbefektet\u0151k r\u00f6gt\u00f6n t\u00f6bb mint k\u00e9tsz\u00e1zszorosan t\u00faljegyezt\u00e9k – a kisbefektet\u0151i megb\u00edz\u00e1sok \u00e9rt\u00e9ke \u00f6sszeg\u00e9ben m\u00e9g a SpaceX rekordj\u00e1t is t\u00edzszeresen meghaladja.\n <\/p>\n

\n A k\u00ednai \u00e1llami h\u00e1tt\u00e9rrel is rendelkez\u0151 CXMT f\u0151leg sz\u00e1m\u00edt\u00f3g\u00e9pekhez, szerverekhez \u00e9s okostelefonokhoz gy\u00e1rt mem\u00f3riachipeket. F\u0151leg az olcs\u00f3bb DRAM chipekben er\u0151sek, ezek egy sor, a magyar \u00fczletekben is kaphat\u00f3 elektronikai eszk\u00f6z\u00f6kben, olcs\u00f3bb k\u00ednai telefonokban \u00e9s laptopokban is ott vannak.\n <\/p>\n

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\n Fot\u00f3:
\n LJF\/CFOTO via AFP\n <\/p>\n

\n A gy\u00e1rt\u00f3kapacit\u00e1suk \u00e9s beruh\u00e1z\u00e1saik szinte teljes eg\u00e9sz\u00e9ben K\u00edn\u00e1ban vannak, \u00e9s az er\u0151s \u00e1llami ipart\u00e1mogat\u00e1snak is sokat k\u00f6sz\u00f6nhetnek: a f\u00e9lvezet\u0151gy\u00e1rt\u00e1s am\u00fagy is rendk\u00edv\u00fcl t\u0151keig\u00e9nyes ipar\u00e1g, ahol a k\u00ednai \u00e1llam er\u0151sen t\u00f6rekszik a teljes term\u00e9kl\u00e1ncban a helyi kapacit\u00e1sok ki\u00e9p\u00edt\u00e9s\u00e9re \u00e9s a vil\u00e1gpiac leural\u00e1s\u00e1ra.\n <\/p>\n

\n A CXMT sikere m\u00f6g\u00f6tt (m\u00e1s t\u00e9nyez\u0151k, p\u00e9ld\u00e1ul amellett, hogy a k\u00ednai kisbefektet\u0151k a gyeng\u00e9lked\u0151 belf\u00f6ldi ingatlanpiac miatt nagyon keresik a helyet a megtakar\u00edt\u00e1saiknak, \u00e9s ebben az otthoni chipipar v\u00e1lt az egyik f\u0151 menek\u00fcl\u0151\u00fatt\u00e1) az is ott van, hogy m\u00edg a nagy d\u00e9l-koreai \u00e9s amerikai chip\u00f3ri\u00e1sok szinte a teljes kapacit\u00e1sukat \u00e1tir\u00e1ny\u00edtott\u00e1k a mesters\u00e9gesintelligencia-adatk\u00f6zpontokba sz\u00e1nt cs\u00facskateg\u00f3ri\u00e1s mem\u00f3ri\u00e1kra, a h\u00e9tk\u00f6znapi elektronikai eszk\u00f6z\u00f6k piac\u00e1n egyre nagyobb a hi\u00e1ny.\n <\/p>\n

\n Ezt a r\u00e9st haszn\u00e1lja ki a CXMT. B\u00e1r a legfejlettebb chipekben m\u00e9g nem igaz\u00e1n versenyk\u00e9pesek, az okostelefonokba, \u00e1tlagos laptopokba \u00e9s okosaut\u00f3kba val\u00f3 chipekkel sikeresen el\u00e1rasztott\u00e1k a piacot. K\u00f6zben a h\u00e9tszeres\u00e9re n\u00f6velt\u00e9k a bev\u00e9teleiket, \u00e9s egyre ink\u00e1bb a nyugati \u00f3ri\u00e1sv\u00e1llalatok is haszn\u00e1lj\u00e1k m\u00e1r a CXMT olcs\u00f3bb DRAM chipjeit.\n <\/p>\n

\n A nyugati vil\u00e1g k\u00f6zben aggodalommal figyeli a k\u00ednai mem\u00f3riachipek el\u0151ret\u00f6r\u00e9s\u00e9t. A k\u00ednai \u00f3ri\u00e1sv\u00e1llalat ellen a Pentagon szigor\u00fabb szankci\u00f3kat l\u00e9ptetne \u00e9letbe, \u00e9s az USA erre presszion\u00e1lja a sz\u00f6vets\u00e9geseit is, arra hivatkozik, hogy a k\u00ednai polg\u00e1ri chipgy\u00e1rt\u00e1s k\u00f6zvetve a katonai fejleszt\u00e9seket is t\u00e1pl\u00e1lja. A CXMT terjeszked\u00e9se el\u0151tt az EU-ban is vannak politikai \u00e9s nemzetbiztons\u00e1gi akad\u00e1lyok, \u00e9s szavakban az EU saj\u00e1t f\u00e9lvezet\u0151-strat\u00e9gi\u00e1ja is a f\u00fcggetlened\u00e9st t\u0171zte ki c\u00e9lul, de Eur\u00f3pa nincs k\u00f6nny\u0171 helyzetben: mivel nincs saj\u00e1t mem\u00f3riachip-gy\u00e1rt\u00e1sa, a k\u00ednai term\u00e9kek teljes kitilt\u00e1sa s\u00falyos alkatr\u00e9szhi\u00e1nyt okozhatna.\n <\/p>\n","protected":false},"excerpt":{"rendered":"A mesters\u00e9ges intelligencia k\u00f6r\u00fcli \u0151r\u00fclet \u00e9s a k\u00ednai \u00e1llami ipart\u00e1mogat\u00e1s a vil\u00e1ggazdas\u00e1g szempontj\u00e1b\u00f3l is nagyon l\u00e1tv\u00e1nyos eredm\u00e9nyt hozott…\n","protected":false},"author":2,"featured_media":187271,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[33],"tags":[51762,12188,37185,38,63,35,37,44,42,40,104,53026,43,41,29452,283,34,36,6895,39],"class_list":["post-187270","post","type-post","status-publish","format-standard","has-post-thumbnail","category-hirek","tag-cxmt","tag-dram","tag-felvezetogyartas","tag-focimek","tag-gazdasag","tag-headlines","tag-hirek","tag-hu","tag-hungarian","tag-hungary","tag-kina","tag-kinai-allami-ipartamogatas","tag-magyar","tag-magyarorszag","tag-memoriachip","tag-mesterseges-intelligencia","tag-news","tag-top-stories","tag-tozsde","tag-vezeto-hirek"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@hu\/116993714620514256","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/187270","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=187270"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/187270\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media\/187271"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media?parent=187270"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/categories?post=187270"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/tags?post=187270"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}