{"id":31978,"date":"2026-03-19T02:26:07","date_gmt":"2026-03-19T02:26:07","guid":{"rendered":"https:\/\/www.europesays.com\/hu\/31978\/"},"modified":"2026-03-19T02:26:07","modified_gmt":"2026-03-19T02:26:07","slug":"tajvan-a-szakadek-szelen-bedolhet-a-techipar","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/hu\/31978\/","title":{"rendered":"Tajvan a szakad\u00e9k sz\u00e9l\u00e9n, bed\u0151lhet a techipar"},"content":{"rendered":"

Hatalmas vesz\u00e9ly fenyegeti a glob\u00e1lis chipgy\u00e1rt\u00e1st. A Tajvanban tal\u00e1lhat\u00f3 TSMC chipgy\u00e1rt\u00f3 sz\u00e1m\u00e1ra ugyanis kulcsfontoss\u00e1g\u00fa inputok v\u00e1ltak kock\u00e1zatoss\u00e1, t\u00f6bbek k\u00f6z\u00f6tt a f\u00e9lvezet\u0151kh\u00f6z sz\u00fcks\u00e9ges Katarban feldolgozott h\u00e9lium, valamint az olaj-g\u00e1zfinom\u00edt\u00e1shoz k\u00f6t\u0151d\u0151 k\u00e9n.<\/p>\n

Enn\u00e9l is s\u00falyosabb gond lehet, hogy Tajvan<\/a> az energiaig\u00e9ny\u00e9nek 97 sz\u00e1zal\u00e9k\u00e1t import\u00e1lja, az LNG<\/a>-k\u00e9szletei pedig mind\u00f6ssze 11 napra elegend\u0151k, ezeknek pedig k\u00f6zel 37 sz\u00e1zal\u00e9ka \u00e9rkezik a K\u00f6zel-Keletr\u0151l.<\/p>\n

\"\"<\/p>\n

\n A gazdas\u00e1g \u00e9s az \u00fczleti \u00e9let legfrissebb h\u00edrei az Economx.hu h\u00edrlevel\u00e9ben.\n <\/p>\n

\n Feliratkozom\n <\/p>\n

K\u00fcldt\u00fcnk \u00d6nnek egy emailt! Nyissa meg \u00e9s kattintson a Feliratkoz\u00e1s linkre a feliratkoz\u00e1sa meger\u0151s\u00edt\u00e9s\u00e9hez.<\/p>\n

Ezut\u00e1n megkapja az Economx.hu H\u00edrleveleit reggel \u00e9s este.\n <\/p>\n

A TSMC jelenleg az Nvidia<\/a> AI-gyors\u00edt\u00f3, valamint az Apple<\/a> processzorait gy\u00e1rtja, a legfejlettebb logikai chipek mintegy 90 sz\u00e1zal\u00e9ka itt k\u00e9sz\u00fcl el. Ez azt jelenti, hogy b\u00e1rmilyen fennakad\u00e1s vesz\u00e9lybe sodorn\u00e1 a glob\u00e1lis AI-beruh\u00e1z\u00e1sokat, amiknek csak az idei sz\u00e1ma meghaladja a 650 milli\u00e1rd doll\u00e1rt, emellett olyan ipar\u00e1gak is vesz\u00e9lybe ker\u00fcln\u00e9nek, mint az aut\u00f3ipar vagy az elektronika.<\/p>\n

A Bloomberg \u00edr\u00e1sa szerint<\/a> Tajvan r\u00f6vid t\u00e1von biztos\u00edtotta az LNG- \u00e9s olajell\u00e1t\u00e1s\u00e1t m\u00e1rcius-\u00e1prilis h\u00f3napokra, a k\u00f6telez\u0151 g\u00e1zk\u00e9szletet pedig 11-r\u0151l 14 napra n\u00f6velte, emellett pedig alternat\u00edv h\u00e9liumforr\u00e1sok fel\u00e9 mozdul az Egyes\u00fclt \u00c1llamok \u00e9s Ausztr\u00e1lia ir\u00e1ny\u00e1ba.<\/p>\n

Ha tart\u00f3san fenn\u00e1llna a zavar, az a h\u00edr\u00fcgyn\u00f6ks\u00e9g szerint azt eredm\u00e9nyezheti, hogy a h\u00e9liumhi\u00e1ny miatt a nagyobb haszonkulcs\u00fa AI-chipeket el\u0151nyben r\u00e9szes\u00edtik a gy\u00e1rt\u00e1s sor\u00e1n, ami az egy\u00e9bk\u00e9nt is megl\u00e9v\u0151 mem\u00f3riachip-hi\u00e1nyt tov\u00e1bb s\u00falyosb\u00edtan\u00e1, a fogyaszt\u00f3i \u00e1rakat pedig m\u00e9g tov\u00e1bb n\u00f6veln\u00e9.<\/p>\n

A h\u00e9liumell\u00e1t\u00e1s Eur\u00f3p\u00e1t is \u00e9rz\u00e9kenyen \u00e9rinti, mivel az itteni termel\u00e9s csek\u00e9ly, az ig\u00e9nyek 40 sz\u00e1zal\u00e9k\u00e1t pedig ugyancsak Katar<\/a> adja. Az Air Liquide n\u00e9metorsz\u00e1gi strat\u00e9giai t\u00e1rol\u00f3kapacit\u00e1sa azonban n\u00e9mileg tomp\u00edthatja a sokkot.<\/p>\n

A TSMC<\/a> azonban egyel\u0151re nem sz\u00e1m\u00edt jelent\u0151s m\u0171k\u00f6d\u00e9si v\u00e1ltoz\u00e1sra, ennek ellen\u00e9re azonban a r\u00e9szv\u00e9nyei a h\u00e1bor\u00fa kezdete \u00f3ta k\u00f6zel 7 sz\u00e1zal\u00e9kot estek.<\/p>\n

Katar riad\u00f3t f\u00fajt, napokra lehet\u00fcnk a tot\u00e1lis energiacs\u0151dt\u0151lA katari energia\u00fcgyi miniszter szerint a h\u00e1bor\u00fa miatt napokon bel\u00fcl az \u00d6b\u00f6l-t\u00e9rs\u00e9g \u00e1llamai k\u00e9nytelenek lesznek teljes eg\u00e9sz\u00e9ben le\u00e1ll\u00edtani az energiaexportot.
Ha t\u00f6bbre k\u00edv\u00e1ncsi, itt olvashat tov\u00e1bb.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Hatalmas vesz\u00e9ly fenyegeti a glob\u00e1lis chipgy\u00e1rt\u00e1st. A Tajvanban tal\u00e1lhat\u00f3 TSMC chipgy\u00e1rt\u00f3 sz\u00e1m\u00e1ra ugyanis kulcsfontoss\u00e1g\u00fa inputok v\u00e1ltak kock\u00e1zatoss\u00e1, t\u00f6bbek…\n","protected":false},"author":2,"featured_media":31979,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[1019,14701,15109,3282,42,7636,8609,43,34,5340,5637,15108,94,93,92],"class_list":{"0":"post-31978","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-vilag","8":"tag-apple","9":"tag-chipgyartas","10":"tag-chiphiany","11":"tag-energiavalsag","12":"tag-hungarian","13":"tag-katar","14":"tag-lng","15":"tag-magyar","16":"tag-news","17":"tag-nvidia","18":"tag-tajvan","19":"tag-tsmc","20":"tag-vilag","21":"tag-world","22":"tag-world-news"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@hu\/116253477160446070","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/31978","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=31978"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/posts\/31978\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media\/31979"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/media?parent=31978"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/categories?post=31978"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/hu\/wp-json\/wp\/v2\/tags?post=31978"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}