{"id":3274,"date":"2026-04-30T15:23:23","date_gmt":"2026-04-30T13:23:23","guid":{"rendered":"https:\/\/ujvilagtrend.hu\/?p=3274"},"modified":"2026-04-30T15:23:24","modified_gmt":"2026-04-30T13:23:24","slug":"nagyot-hizott-a-samsung-az-ai-lazon","status":"publish","type":"post","link":"https:\/\/ujvilagtrend.hu\/?p=3274","title":{"rendered":"Nagyot h\u00edzott a Samsung az AI-l\u00e1zon"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">A Samsung Electronics chipgy\u00e1rt\u00f3 \u00fczlet\u00e1g\u00e1nak \u00fczemi nyeres\u00e9ge az els\u0151 negyed\u00e9vben \u00e9ves alapon\u00a0<strong>48-szoros\u00e1ra n\u0151tt<\/strong>, 53,7 ezermilli\u00e1rd vonra, vagyis mintegy 36 milli\u00e1rd doll\u00e1rra \u2013 \u00edrta a <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-04-29\/samsung-s-chip-profit-soars-48-fold-on-ai-fueled-memory-shortage\" title=\"\">Bloomberg<\/a> alapj\u00e1n.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Az AI-boom egyik sz\u0171k keresztmetszete<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A d\u00e9l-koreai technol\u00f3giai csoport <strong>nett\u00f3 nyeres\u00e9ge 47,1 ezermilli\u00e1rd vonra<\/strong> emelkedett. A l\u00e1tv\u00e1nyos javul\u00e1st els\u0151sorban a mesters\u00e9ges intelligenci\u00e1hoz kapcsol\u00f3d\u00f3 fejleszt\u00e9sek magas nyeres\u00e9gtartalma hajtotta, mik\u00f6zben a nagy technol\u00f3giai c\u00e9gek tov\u00e1bb n\u00f6velik AI-infrastrukt\u00far\u00e1ra ford\u00edtott kiad\u00e1saikat.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A Bloomberg szerint a befektet\u0151k egyre ink\u00e1bb arra sz\u00e1m\u00edtanak, hogy&nbsp;<strong>a mem\u00f3riachipek piaca tart\u00f3s n\u00f6veked\u00e9si p\u00e1ly\u00e1ra \u00e1llhat<\/strong>, mert az AI-fejleszt\u00e9sek egyik kulcsfontoss\u00e1g\u00fa sz\u0171k keresztmetszet\u00e9v\u00e9 v\u00e1lt. Ez elt\u00e9rhet a f\u00e9lvezet\u0151ipar kor\u00e1bbi, er\u0151sen ciklikus m\u0171k\u00f6d\u00e9s\u00e9t\u0151l, amelyet a fellend\u00fcl\u00e9sek \u00e9s visszaes\u00e9sek v\u00e1ltakoz\u00e1sa hat\u00e1rozott meg.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Tov\u00e1bb n\u0151het a chip\u00fczlet\u00e1g profitja<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Az elemz\u0151k arra sz\u00e1m\u00edtanak, hogy a Samsung f\u00e9lvezet\u0151-\u00fczlet\u00e1ga a k\u00f6vetkez\u0151 negyed\u00e9vekben tov\u00e1bb n\u00f6velheti m\u00e1r most is rekordk\u00f6zeli nyeres\u00e9g\u00e9t. Ennek oka, hogy a szerz\u0151d\u00e9ses \u00e1rak gyorsan emelkednek, mik\u00f6zben a k\u00edn\u00e1lat korl\u00e1tozott marad.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A kereslet er\u0151ss\u00e9g\u00e9t jelzi, hogy&nbsp;<strong>D\u00e9l-Korea f\u00e9lvezet\u0151-eszk\u00f6zexportja \u00e1prilis els\u0151 h\u00fasz napj\u00e1ban 2,8-szoros\u00e1ra n\u0151tt<\/strong>. A h\u00e1tt\u00e9rben az AI-adatk\u00f6zpontok, nagy nyelvi modellek \u00e9s felh\u0151szolg\u00e1ltat\u00e1sok b\u0151v\u00edt\u00e9se \u00e1ll, amelyek hatalmas mennyis\u00e9g\u0171 nagy teljes\u00edtm\u00e9ny\u0171 mem\u00f3ri\u00e1t ig\u00e9nyelnek.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>A dolgoz\u00f3k is r\u00e9szt k\u00e9rnek a profitb\u00f3l<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A gyors profitn\u00f6veked\u00e9s munka\u00fcgyi fesz\u00fclts\u00e9get is okozott. A m\u00falt h\u00e9ten mintegy <strong>40 ezer Samsung-dolgoz\u00f3 hirdetett sztr\u00e1jkot<\/strong>, \u00e9s a v\u00e1llalat f\u0151 chipk\u00f6zpontj\u00e1n\u00e1l, a d\u00e9l-koreai Phjongthekben gy\u0171ltek \u00f6ssze. A munk\u00e1sok a mesters\u00e9ges intelligenci\u00e1b\u00f3l sz\u00e1rmaz\u00f3 nyeres\u00e9gre hivatkozva b\u00e9remel\u00e9st k\u00f6vetelnek, \u00e9s m\u00e1jusra 18 napos \u00e1ltal\u00e1nos sztr\u00e1jkkal fenyegetnek.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Az elemz\u0151k megosztottak abban, hogy egy hosszabb munkabesz\u00fcntet\u00e9s mennyire vetn\u00e9 vissza a termel\u00e9st. A Samsung chipgy\u00e1rt\u00e1sa nagyr\u00e9szt automatiz\u00e1lt, ez\u00e9rt egyesek szerint ink\u00e1bb r\u00f6vid t\u00e1v\u00fa zavarokra, mintsem tart\u00f3s termel\u00e9skies\u00e9sre lehet sz\u00e1m\u00edtani. A vita ugyanakkor j\u00f3l mutatja, hogy&nbsp;<strong>az AI-boom haszna k\u00f6r\u00fcl nemcsak a befektet\u0151k, hanem a dolgoz\u00f3k k\u00f6z\u00f6tt is egyre \u00e9lesebb az alku<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A Samsung Electronics chipgy\u00e1rt\u00f3 \u00fczlet\u00e1g\u00e1nak \u00fczemi nyeres\u00e9ge az els\u0151 negyed\u00e9vben \u00e9ves alapon\u00a048-szoros\u00e1ra n\u0151tt, 53,7 ezermilli\u00e1rd vonra, vagyis mintegy 36 milli\u00e1rd doll\u00e1rra \u2013 \u00edrta a Bloomberg alapj\u00e1n. Az AI-boom egyik sz\u0171k keresztmetszete A d\u00e9l-koreai technol\u00f3giai csoport nett\u00f3 nyeres\u00e9ge 47,1 ezermilli\u00e1rd vonra emelkedett. A l\u00e1tv\u00e1nyos javul\u00e1st els\u0151sorban a mesters\u00e9ges intelligenci\u00e1hoz kapcsol\u00f3d\u00f3 fejleszt\u00e9sek magas nyeres\u00e9gtartalma hajtotta, mik\u00f6zben a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3285,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jnews-multi-image_gallery":[],"jnews_single_post":{"format":"standard"},"jnews_primary_category":[],"jnews_override_bookmark_settings":[],"jnews_social_meta":[],"jnews_override_counter":[],"footnotes":""},"categories":[4558],"tags":[373,183,180,175,740],"class_list":["post-3274","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-gazdpol","tag-chipgyartas","tag-del-korea","tag-informatika","tag-mesterseges-intelligencia","tag-samsung"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=\/wp\/v2\/posts\/3274","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3274"}],"version-history":[{"count":2,"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=\/wp\/v2\/posts\/3274\/revisions"}],"predecessor-version":[{"id":3286,"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=\/wp\/v2\/posts\/3274\/revisions\/3286"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=\/wp\/v2\/media\/3285"}],"wp:attachment":[{"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3274"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3274"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ujvilagtrend.hu\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3274"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}