{"id":101172,"date":"2026-01-28T12:04:07","date_gmt":"2026-01-28T12:04:07","guid":{"rendered":"https:\/\/www.europesays.com\/ro\/101172\/"},"modified":"2026-01-28T12:04:07","modified_gmt":"2026-01-28T12:04:07","slug":"director-general-al-unei-companii-it-criza-globala-de-cipuri-de-memorie-alimentata-de-inteligenta-artificiala-va-continua-pana-in-2027","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ro\/101172\/","title":{"rendered":"Director general al unei companii IT: Criza global\u0103 de cipuri de memorie, alimentat\u0103 de inteligen\u021ba artificial\u0103, va continua p\u00e2n\u0103 \u00een 2027"},"content":{"rendered":"

Cre\u015fterea pre\u0163urilor \u015fi deficitul de cipuri de memorie vor continua cel pu\u0163in p\u00e2n\u0103 \u00een 2027, a declarat pentru CNBC Sassine Ghazi, directorul general al companiei Synopsys, una dintre cele mai importante firme din industria designului de semiconductoare, potrivit News.ro.<\/p>\n

Declara\u0163ia \u00eent\u0103re\u015fte perspectiva unui deficit prelungit, alimentat de investi\u0163iile masive \u00een infrastructura necesar\u0103 inteligen\u0163ei artificiale.<\/p>\n

Cipurile de memorie sunt esen\u0163iale pentru smartphone-uri<\/a>, laptopuri \u015fi alte dispozitive electronice, dar devin critice \u015fi pentru centrele de date \u015fi serverele AI, unde cererea pentru memorii de mare vitez\u0103 a crescut exponen\u0163ial. Volume mari de memorie sunt direc\u0163ionate direct c\u0103tre proiectele AI, ceea ce las\u0103 alte segmente de pia\u0163\u0103 cu stocuri insuficiente<\/a>.<\/p>\n

\u201eMajoritatea cipurilor de memorie produse de juc\u0103torii mari merge direct c\u0103tre infrastructura AI, iar celelalte pie\u0163e sunt efectiv \u00eenfometate, pentru c\u0103 nu mai exist\u0103 capacitate r\u0103mas\u0103 pentru ele\u201d, a spus Ghazi.<\/p>\n

Samsung, SK Hynix \u015fi Micron<\/a> domin\u0103 segmentul global al memoriei.<\/p>\n

Chiar dac\u0103 marii produc\u0103tori extind fabricile, Ghazi avertizeaz\u0103 c\u0103 este nevoie de minim 2 ani pentru ca aceste investi\u0163ii s\u0103 devin\u0103 opera\u0163ionale, ceea ce prelunge\u015fte deficitul.<\/p>\n

Unii anali\u015fti numesc actuala evolu\u0163ie \u201eun super-ciclu\u201d, dat fiind c\u0103 pre\u0163urile cresc accelerat, iar cererea dep\u0103\u015fe\u015fte cu mult oferta.<\/p>\n

\u201eAcum este o perioad\u0103 de aur pentru companiile de memorie\u201d, a spus Ghazi.<\/p>\n

Winston Cheng, director financiar al Lenovo, cel mai mare produc\u0103tor global de PC-uri, a confirmat aceea\u015fi tendin\u0163\u0103: \u201eVom vedea pre\u0163uri mai mari ale memoriei\u201d, din cauza cererii ridicate \u015fi a ofertei insuficiente.<\/p>\n

Cre\u015fterea pre\u0163urilor la memorie se va reflecta \u00een costurile dispozitivelor electronice. Xiaomi a avertizat c\u0103 telefoanele mobile s-ar putea scumpi \u00een 2026, \u00eens\u0103 Ghazi sus\u0163ine c\u0103 scumpirile au \u00eenceput deja. Lenovo afirm\u0103 c\u0103 va putea transfera aceste costuri c\u0103tre consumatori, de\u015fi segmentul de electronice de mas\u0103 este deja sub presiune.<\/p>\n

Cheng a mai spus c\u0103 utilizatorii continu\u0103 s\u0103 \u00ee\u015fi \u00eenlocuiasc\u0103 calculatoarele pentru a trece la Windows 11, ceea ce sus\u0163ine cererea, dar c\u0103 major\u0103rile de pre\u0163 vor afecta mai \u00eent\u00e2i gama inferioar\u0103 a pie\u0163ei.<\/p>\n","protected":false},"excerpt":{"rendered":"Cre\u015fterea pre\u0163urilor \u015fi deficitul de cipuri de memorie vor continua cel pu\u0163in p\u00e2n\u0103 \u00een 2027, a declarat pentru…\n","protected":false},"author":2,"featured_media":101173,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[25054,1129,32710,2049,32659,24530,1184,179,14876,41,40,38,39,32711,32657,141,124],"class_list":{"0":"post-101172","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-tehnologie","8":"tag-25054","9":"tag-ai","10":"tag-companie-it","11":"tag-criza","12":"tag-criza-globala","13":"tag-criza-memorii","14":"tag-firma-it","15":"tag-inteligenta-artificiala","16":"tag-memorii","17":"tag-ro","18":"tag-romana","19":"tag-romania","20":"tag-romanian","21":"tag-scumpiri-memorii","22":"tag-synopsys","23":"tag-technology","24":"tag-tehnologie"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ro\/115972634210053638","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ro\/wp-json\/wp\/v2\/posts\/101172","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ro\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ro\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ro\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ro\/wp-json\/wp\/v2\/comments?post=101172"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ro\/wp-json\/wp\/v2\/posts\/101172\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ro\/wp-json\/wp\/v2\/media\/101173"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ro\/wp-json\/wp\/v2\/media?parent=101172"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ro\/wp-json\/wp\/v2\/categories?post=101172"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ro\/wp-json\/wp\/v2\/tags?post=101172"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}