Name: El centro de semiconductores de Taiwán siente la presión de la demanda de inteligencia artificial
Uploaded: 2026-03-17T02:01:07.595Z
Duration: 2 min 3 s
Description: El auge de la demanda de inteligencia artificial está disparando el coste de los chips de memoria y reduciendo el suministro de productos electrónicos de consumo cotidiano. En Taiwán, sede de la industria de semiconductores más avanzada del mundo, las tensiones en Oriente Medio añaden una nueva presión por el encarecimiento de la energía y los materiales.

El auge de la demanda de inteligencia artificial está disparando el coste de los chips de memoria y reduciendo el suministro de productos electrónicos de consumo cotidiano. En Taiwán, sede de la industria de semiconductores más avanzada del mundo, las tensiones en Oriente Medio añaden una nueva presión por el encarecimiento de la energía y los materiales.

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Taiwan’s semiconductor hub is experiencing significant price hikes for memory and other components, with some prices rising by up to 500 percent in recent months. The surge is driven by manufacturers shifting focus to high-end server chips for AI applications, leading to a reduced supply of standard chips for personal devices.

Rising energy costs, linked to conflicts in the Middle East, are further increasing production expenses for chip makers. As Taiwan is a major supplier of advanced processors, these cost increases are quickly impacting global electronics markets. Shop owners and analysts warn that the full effects, including a slowdown in PC and smartphone sales, may become more pronounced in the coming months.

El centro de semiconductores de Taiwán siente la presión de la demanda de inteligencia artificial

En Guanghua Digital Plaza, en el centro de Taipei, los talleres de reparación de ordenadores han estado luchando con el aumento de los precios de la memoria y otros componentes. Algunos módulos han aumentado hasta un 500% en pocos meses. El propietario de la tienda, Po Chuan Chen, dice que ha tenido que actualizar los precios casi todos los días. Si los precios siguen subiendo, puede que los consumidores dejen de aceptarlo. Aunque lo necesiten urgentemente, podrían negarse a pagarlo. El auge de la IA está desviando a los fabricantes hacia los chips de servidor de gama alta, donde los márgenes de beneficio son mayores. Pero está dejando menos chips estándar para dispositivos personales. Ahora la industria se enfrenta a un segundo reto. Las fábricas de semiconductores consumen mucha energía. La subida de los precios del petróleo y el gas, vinculada a la guerra en Oriente Medio, está aumentando la electricidad para los fabricantes de chips. Taiwán fabrica la mayoría de los procesadores avanzados del mundo para portátiles y smartphones de consumo. Por eso, cuando los costes suben aquí, se propagan rápidamente por el mercado mundial de la electrónica. talleres de reparación como el que tiene aquí, a las tiendas de venta de ordenadores y teléfonos en todo el mundo. La producción también depende de materiales especializados, como el helio, utilizado para enfriar y estabilizar los equipos. Gran parte del suministro de Taiwán se importa de Oriente Medio. Por ahora se mantiene estable, pero los comerciantes advierten de que los efectos a largo plazo podrían ser importantes. Sin duda, el negocio seguirá bajando. La cuestión es cuánto durará esto. Ahora mismo el impacto no se ha mostrado del todo, pero quizás en dos meses. Incluso antes de la crisis iraní, los analistas preveían una desaceleración de dos dígitos en la economía mundial. de PC y smartphones este año. El aumento de los costes relacionados con el conflicto podría disuadir aún más a los consumidores de este tipo de compras. Patrick Fock, Al Jazeera, Taipei.

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El centro de semiconductores de Taiwán siente la presión de la demanda de inteligencia artificial

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