{"id":188737,"date":"2026-07-29T04:11:27","date_gmt":"2026-07-29T04:11:27","guid":{"rendered":"https:\/\/www.europesays.com\/hu\/188737\/"},"modified":"2026-07-29T04:11:27","modified_gmt":"2026-07-29T04:11:27","slug":"beinditotta-a-raketakat-a-legnagyobb-kinai-memoriagyarto","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/hu\/188737\/","title":{"rendered":"Beind\u00edtotta a rak\u00e9t\u00e1kat a legnagyobb k\u00ednai mem\u00f3riagy\u00e1rt\u00f3"},"content":{"rendered":"

Ma t\u0151zsd\u00e9re l\u00e9pett Sanghajban K\u00edna legnagyobb mem\u00f3riagy\u00e1rt\u00f3ja, a Changxin Technology Group, azaz a CXMT, mely a mem\u00f3riapiacon tapasztalhat\u00f3 felduzzasztott keresletnek k\u00f6sz\u00f6nhet\u0151en azonnal robban\u00e1sszer\u0171 n\u00f6veked\u00e9ssel kezdte a napot.<\/p>\n

A t\u00e1rsas\u00e1g pap\u00edrjainak nyit\u00f3 \u00e1rfolyama r\u00f6viddel a keresked\u00e9s megkezd\u00e9s\u00e9t k\u00f6vet\u0151en meredeken kil\u0151tt \u00e9s p\u00e1r \u00f3r\u00e1val k\u00e9s\u0151bb m\u00e1r 500%-os pluszban j\u00e1rt, melynek k\u00f6sz\u00f6nhet\u0151en a CXMT azonnal a leg\u00e9rt\u00e9kesebb t\u0151zsd\u00e9n jegyzett k\u00ednai v\u00e1llalatt\u00e1 v\u00e1lt 3,65 billi\u00f3 j\u00fcanes (kb. 539 milli\u00e1rd doll\u00e1ros) piaci t\u0151ke\u00e9rt\u00e9k\u00e9vel.<\/p>\n

Vagyis a c\u00e9g m\u00e1r most fele annyit \u00e9r, mint a legnagyobb amerikai mem\u00f3riagy\u00e1rt\u00f3nak sz\u00e1m\u00edt\u00f3 Micron, mik\u00f6zben az \u00e1ltala szolg\u00e1ltatott adatok alapj\u00e1n 2025-ben a DRAM-piac mind\u00f6ssze 7,67 sz\u00e1zal\u00e9k\u00e1t adta \u00fagy, hogy az \u00e9len tart\u00f3san rendk\u00edv\u00fcl er\u0151s koreai dominancia jellemz\u0151 a Samsung Electronics \u00e9s az SK Hynix r\u00e9v\u00e9n.<\/p>\n

\"cxmt_memory\"\/<\/p>\n

Az AI \u00e1ra
\n Fizetnek a befektet\u0151k, fizetnek a felhaszn\u00e1l\u00f3k, \u00e9s nagy \u00e1rat fizet az IT munkaer\u0151piac is. V\u00e9kony j\u00e9gen j\u00e1runk. Itt a 85. kraftie ad\u00e1s.
\n <\/p>\n

\n Az AI \u00e1ra
\n Fizetnek a befektet\u0151k, fizetnek a felhaszn\u00e1l\u00f3k, \u00e9s nagy \u00e1rat fizet az IT munkaer\u0151piac is. V\u00e9kony j\u00e9gen j\u00e1runk. Itt a 85. kraftie ad\u00e1s.
\n \n <\/p>\n

A CXMT a k\u00ednai f\u00e9lvezet\u0151gy\u00e1rt\u00f3-ipar t\u00f6bbi tagj\u00e1hoz, \u00edgy els\u0151sorban az SMIC-hez hasonl\u00f3an – egyel\u0151re – jelent\u0151sebb technol\u00f3giai lemarad\u00e1ssal k\u00fczd az \u00e1zsiai \u00e9s amerikai versenyt\u00e1rsakhoz k\u00e9pest, r\u00e1ad\u00e1sul a c\u00e9g term\u00e9keire behozatali, illetve haszn\u00e1lati korl\u00e1toz\u00e1s vonatkozik t\u00f6bbek k\u00f6zt az Egyes\u00fclt \u00c1llamokban, ami jelent\u0151sen cs\u00f6kkenti a v\u00e1llalat mozg\u00e1ster\u00e9t a nemzetk\u00f6zi piacokon.<\/p>\n

Ett\u0151l f\u00fcggetlen\u00fcl elemz\u0151k szerint ha minden az eddigi mederben halad, a mem\u00f3riagy\u00e1rt\u00f3 a K\u00edn\u00e1t is \u00e1that\u00f3 mesters\u00e9ges intelligencia bumm egyik legnagyobb kedvezm\u00e9nyezettje lehet, miut\u00e1n Peking is igyekszik \u00f6nell\u00e1t\u00e1sra berendezkedni, a helyi piaci szerepl\u0151ket arra k\u00e9nyszer\u00edtve, hogy honi gy\u00e1rt\u00f3kt\u00f3l v\u00e1s\u00e1rolj\u00e1k meg a komponenseket, illetve komplett informatikai rendszereket.<\/p>\n

A mem\u00f3riapiac az\u00e9rt K\u00edn\u00e1n k\u00edv\u00fcl is k\u00edn\u00e1lhat \u00fczleti lehet\u0151s\u00e9get a CXMT sz\u00e1m\u00e1ra. A c\u00e9get ugyan j\u00fanius elej\u00e9n az \u00fagynevezett 1260H-s list\u00e1ra tette a Pentagon, de az Apple \u00e1ll\u00edt\u00f3lag m\u00e9g \u00edgy is hajlana r\u00e1, hogy a k\u00ednaiakt\u00f3l v\u00e1s\u00e1roljon, ha a Feh\u00e9r H\u00e1z garant\u00e1lja, hogy a szankci\u00f3kat nem szigor\u00edtja. Az omin\u00f3zus list\u00e1n\u00a0azok a rizik\u00f3s entit\u00e1sok szerepelnek, melyek a K\u00ednai N\u00e9phadsereghez k\u00f6t\u0151dnek, ezzel korl\u00e1tozva a k\u00ednai mem\u00f3riachipeket tartalmaz\u00f3 term\u00e9kek felhaszn\u00e1l\u00e1s\u00e1t a korm\u00e1nyzati szektorban<\/p>\n

Az \u00e9v elej\u00e9n a PC-piac szerepl\u0151i is a k\u00ednaiakhoz fordultak a feler\u0151s\u00f6d\u0151 komponenspiaci kr\u00edzis hat\u00e1s\u00e1ra, \u00e9s megkezdt\u00e9k a gy\u00e1rt\u00f3 mem\u00f3riachipjeinek valid\u00e1l\u00e1s\u00e1t egyes term\u00e9ksorozatok eset\u00e9ben.<\/p>\n","protected":false},"excerpt":{"rendered":"Ma t\u0151zsd\u00e9re l\u00e9pett Sanghajban K\u00edna legnagyobb mem\u00f3riagy\u00e1rt\u00f3ja, a Changxin Technology Group, azaz a CXMT, mely a mem\u00f3riapiacon tapasztalhat\u00f3…\n","protected":false},"author":2,"featured_media":188738,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[8],"tags":[51762,42,35221,104,43,46958,51765,34,3816,5341,6895,94,93,92],"class_list":["post-188737","post","type-post","status-publish","format-standard","has-post-thumbnail","category-vilag","tag-cxmt","tag-hungarian","tag-ipo","tag-kina","tag-magyar","tag-memoriagyartas","tag-memoriagyarto","tag-news","tag-piac","tag-ram","tag-tozsde","tag-vilag","tag-world","tag-world-news"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@hu\/117001315053154383","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/188737","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=188737"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/188737\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media\/188738"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media?parent=188737"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/categories?post=188737"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/tags?post=188737"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}