\nChina se preg\u0103te\u015fte s\u0103 dea o lovitur\u0103 major\u0103 \u00een competi\u0163ia global\u0103 pentru inteligen\u0163a artificial\u0103. Produc\u0103torii de semiconductori chinezi \u00ee\u015fi propun s\u0103 tripleze produc\u0163ia de procesoare AI p\u00e2n\u0103 anul viitor, alimenta\u0163i de cererea uria\u015f\u0103 a companiilor locale precum DeepSeek, care urm\u0103resc s\u0103 prind\u0103 din urm\u0103 rivalii occidentali, informeaz\u0103 Financial Times.<\/p>\n
\nUna dintre noile fabrici dedicate exclusiv procesoarelor AI dezvoltate de Huawei ar putea \u00eencepe produc\u0163ia chiar la finalul acestui an, iar alte dou\u0103 sunt programate s\u0103 fie opera\u0163ionale \u00een 2026, potrivit unor surse apropiate planurilor.<\/p>\n
\nDe\u015fi unit\u0103\u0163ile par g\u00e2ndite \u00een special pentru a sprijini Huawei, proprietarii reali ai acestor fabrici r\u0103m\u00e2n neclarifica\u0163i. Oficial, gigantul chinez a negat c\u0103 ar avea \u00een plan s\u0103-\u015fi construiasc\u0103 propriile linii de produc\u0163ie, f\u0103r\u0103 a oferi detalii suplimentare.<\/p>\n
\nSurse din industrie estimeaz\u0103 c\u0103, odat\u0103 ce aceste trei fabrici vor func\u0163iona la capacitate maxim\u0103, ele ar putea dep\u0103\u015fi produc\u0163ia actual\u0103 de cipuri AI a Semiconductor Manufacturing International Corporation (SMIC), cea mai important\u0103 companie de profil din China.<\/p>\n
\nMai mult, SMIC inten\u0163ioneaz\u0103 s\u0103 \u00ee\u015fi dubleze capacitatea de produc\u0163ie pentru cipurile de 7 nanometri \u00een 2026, cele mai avansate procesoare fabricate la scar\u0103 larg\u0103 \u00een prezent \u00een China. Huawei este deja principalul client pentru aceast\u0103 linie.<\/p>\n
\nAceast\u0103 expansiune ar putea deschide noi oportunit\u0103\u0163i pentru juc\u0103torii mai mici din pia\u0163a chinez\u0103, precum Cambricon, MetaX \u015fi Biren, care ar urma s\u0103 beneficieze de o alocare mai mare de cipuri SMIC. Situa\u0163ia vine \u00een contextul l\u0103sat liber de Nvidia, dup\u0103 ce Washingtonul a interzis exporturile c\u0103tre Beijing ale celor mai performante procesoare AI.<\/p>\n
\n\u201eProblema capacit\u0103\u0163ii interne va fi rezolvat\u0103 foarte cur\u00e2nd, mai ales cu toate noile linii care intr\u0103 \u00een produc\u0163ie anul viitor\u201d, a declarat un executiv al unui produc\u0103tor chinez de semiconductori.<\/p>\n
\n\u00cen paralel, companiile chineze accelereaz\u0103 \u015fi dezvoltarea noii genera\u0163ii de cipuri AI, compatibile cu standardul promovat de DeepSeek, startup-ul care domin\u0103 scena AI local\u0103. Recent, DeepSeek a anun\u0163at c\u0103 modelele sale utilizeaz\u0103 deja formatul de date FP8, preg\u0103tit pentru urm\u0103toarea genera\u0163ie de cipuri interne, f\u0103r\u0103 a preciza \u00eens\u0103 furnizorul.<\/p>\n
\nImpactul a fost imediat: ac\u0163iunile companiilor chineze listate pe burs\u0103, precum Cambricon \u015fi SMIC, au crescut semnificativ dup\u0103 aceast\u0103 veste.<\/p>\n","protected":false},"excerpt":{"rendered":"
China se preg\u0103te\u015fte s\u0103 dea o lovitur\u0103 major\u0103 \u00een competi\u0163ia global\u0103 pentru inteligen\u0163a artificial\u0103. Produc\u0103torii de semiconductori chinezi \u00ee\u015fi propun s\u0103 tripleze produc\u0163ia de procesoare AI p\u00e2n\u0103 anul viitor, alimenta\u0163i de cererea uria\u015f\u0103 a companiilor locale precum DeepSeek, care urm\u0103resc s\u0103 prind\u0103 din urm\u0103 rivalii occidentali, informeaz\u0103 Financial Times. Una dintre noile fabrici dedicate exclusiv […]<\/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":[10754,6545,104,13906,201,301,246,10275,32850,259,7134],"class_list":["post-239669","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-capacitate","tag-china","tag-chinezi","tag-cipuri","tag-companii","tag-competitie","tag-crestere","tag-fabrici","tag-ordin","tag-productie","tag-statele-unite"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/239669","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=239669"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/239669\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=239669"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=239669"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=239669"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}