{"id":200456,"date":"2022-01-11T10:52:23","date_gmt":"2022-01-11T10:52:23","guid":{"rendered":"https:\/\/bm.dev.synology.me\/?p=200456"},"modified":"2026-04-08T17:16:33","modified_gmt":"2026-04-08T17:16:33","slug":"lovitura-simbolica-pentru-sua-gigantul-american-intel-pe-cale-sa-isi-piarda-pozitia-de-lider-al-industriei-producatoare-de-cipuri-in-fata-sud-coreenilor-de-la-samsung","status":"publish","type":"post","link":"https:\/\/bm.dev.synology.me\/?p=200456","title":{"rendered":"Lovitur\u0103 simbolic\u0103 pentru SUA: Gigantul american Intel, pe cale s\u0103 \u00ee\u015fi piard\u0103 pozi\u0163ia de lider al industriei produc\u0103toare de cipuri \u00een fa\u0163a sud-coreenilor de la Samsung"},"content":{"rendered":"<p>\n<a href=\"https:\/\/www.zf.ro\/business-international\/intel-apasa-pedala-de-acceleratie-gigantul-american-investeste-masiv-20421665\">Intel Corp <\/a>este pe cale s\u0103 \u00ee\u015fi piard\u0103 statutul de cel mai mare produc\u0103tor de cipuri la nivel mondial. \u00cen primele trei trimestre din 2021, Samsung Electronics a de\u0163inut un mic avans \u00een ceea ce prive\u015fte v\u00e2nz\u0103rile, noteaz\u0103 Bloomberg.<\/p>\n<p>\nDatele complete pentru 2021 vor fi disponibile la sf\u00e2r\u015fitul lunii ianuarie, \u00eens\u0103 \u015fansele spun c\u0103 Intel va c\u0103dea pe locul doi. Investitorii deja se comport\u0103 ca \u015fi cum Intel \u015fi-a dep\u0103\u015fit deja perioada de glorie. \u00cen prezent, exist\u0103 al\u0163i produc\u0103tori de cipuri cu evalu\u0103ri mai mari, precum Taiwan Semiconductor Manufacturing \u015fi Nvidia Corp, cu o capitalizare de trei ori peste cea a Intel.<\/p>\n<p>\nNimeni nu prezice c\u0103 Intel va disp\u0103rea, av\u00e2nd \u00een vedere c\u0103 gigantul american produce marea majoritate a procesoarelor pentru computere la nivel global, mai complexe dec\u00e2t cipurile de memorie produse de Samsung, \u015fi \u00eenregistreaz\u0103 o cantitate imens\u0103 de cash \u015fi marje uria\u015fe de profit.<\/p>\n<p>\nTotu\u015fi, faptul c\u0103 <a href=\"https:\/\/www.zf.ro\/business-international\/samsung-va-investi-206-mld-dolari-in-urmatorii-trei-ani-in-20244232\">Samsung <\/a>va dep\u0103\u015fi Intel constituie o schimbare semnificativ\u0103. Intel, una dintre primele companii care au marcat Silicon Valley, a dominat industria semiconductorilor, evaluat\u0103 la 400 de miliarde de dolari, pentru cea mai mare parte a ultimilor 30 de ani. Este cel mai important produc\u0103tor american de cipuri \u00eentr-o perioad\u0103 \u00een care implica\u0163iile geopolitice plutesc extrem de aproape deasupra industriei.<\/p>\n<p>\nCEO-ul Pat Gelsinger, care s-a real\u0103turat echipei Intel la \u00eenceputul lui 2021, pl\u0103nuie\u015fte s\u0103 reconsolideze pozi\u0163ia de lider a companiei, pe care inten\u0163ioneaz\u0103 s\u0103 o orienteze c\u0103tre business-ul dedicat produc\u0163iei de tip outsourced, dominat\u0103 de TSMC \u015fi Samsung. Ini\u0163ial, investitorii au aplaudat abordarea lui Gelsinger, \u00eens\u0103 acum \u00ee\u015fi concentreaz\u0103 tot mai mult aten\u0163ia asupra costurilor pe care le implic\u0103 planurile CEO-ului \u015fi intervalului de timp \u00een care poate livra rezultate. Este nevoie de c\u00e2\u0163iva ani pentru a dezvolta un semiconductor \u015fi pentru a construi fabricile \u00een care va fi produs.<\/p>\n<p>\nAscensiunea TSMC \u015fi Samsung, \u00eentreruperile lan\u0163urilor de aprovizionare \u015fi tensiunile dintre SUA \u015fi China au \u201ealimentat\u201d temerilor conform c\u0103rora Statele Unite ar r\u0103m\u00e2ne vulnerabile pe m\u0103sur\u0103 ce o industrie esen\u0163ial\u0103 \u00ee\u015fi mut\u0103 centrul de gravita\u0163ie c\u0103tre Asia.<\/p>\n<p>\n\u00cen 1990, cu doi ani \u00eenainte ca Intel s\u0103 devin\u0103 liderul industriei mondiale dedicate cipurilor, SUA reprezentau 37% din totalul produc\u0163iei globale, sc\u0103z\u00e2nd cu 12 procente p\u00e2n\u0103 \u00een prezent. Ponderea Europei a sc\u0103zut \u015fi mai mult \u00een aceea\u015fi perioad\u0103.<\/p>\n<p>\nAdministra\u0163ia Biden ia \u00een calcul o \u00een\u0103sprire a restric\u0163iilor privind v\u00e2nz\u0103rile de echipamente c\u0103tre Semiconductor Manufacturing International, cel mai mare produc\u0103tor de cipuri din China, \u015fi a declarat c\u0103 inten\u0163ioneaz\u0103 s\u0103 \u00eembun\u0103t\u0103\u0163easc\u0103 produc\u0163ia local\u0103 de semiconductori.<\/p>\n<p>\nAc\u0163iunile Intel s-au apreciat cu 5,5% \u00een ultimul an. \u00cen aceea\u015fi perioad\u0103, TSMC \u015fi Samsung au \u00eenregistrat o cre\u015ftere de 10%, respectiv un minus de 14%.<\/p>\n<p>\n&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Intel Corp este pe cale s\u0103 \u00ee\u015fi piard\u0103 statutul de cel mai mare produc\u0103tor de cipuri la nivel mondial. \u00cen primele trei trimestre din 2021, Samsung Electronics a de\u0163inut un mic avans \u00een ceea ce prive\u015fte v\u00e2nz\u0103rile, noteaz\u0103 Bloomberg. Datele complete pentru 2021 vor fi disponibile la sf\u00e2r\u015fitul lunii ianuarie, \u00eens\u0103 \u015fansele spun c\u0103 Intel [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[13906,18017,30016,474,9275,25122,461,22479,294,106],"class_list":["post-200456","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-cipuri","tag-coreea","tag-gigant","tag-industrie","tag-intel","tag-lovitura","tag-pierdere","tag-pozitie","tag-samsung","tag-sua"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/200456","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=200456"}],"version-history":[{"count":1,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/200456\/revisions"}],"predecessor-version":[{"id":200476,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/200456\/revisions\/200476"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=200456"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=200456"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=200456"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}