{"id":2321,"date":"2025-10-20T08:40:01","date_gmt":"2025-10-20T08:40:01","guid":{"rendered":"https:\/\/www.iforbes.cz\/?p=2321"},"modified":"2025-10-20T08:40:36","modified_gmt":"2025-10-20T08:40:36","slug":"korejske-cipy-na-vzestupu-openai-uzavrelo-spolupraci-se-samsungem-a-sk-hynix","status":"publish","type":"post","link":"https:\/\/www.iforbes.cz\/index.php\/2025\/10\/20\/korejske-cipy-na-vzestupu-openai-uzavrelo-spolupraci-se-samsungem-a-sk-hynix\/","title":{"rendered":"Korejsk\u00e9 \u010dipy na vzestupu. OpenAI uzav\u0159elo spolupr\u00e1ci se Samsungem a SK Hynix"},"content":{"rendered":"\n<p><strong>Trhem ned\u00e1vno ot\u0159\u00e1sla zpr\u00e1va o spolupr\u00e1ci Nvidie a OpenAI v hodnot\u011b 100 miliard USD, a nyn\u00ed tv\u016frce modelu ChatGPT ozn\u00e1mil dal\u0161\u00ed v\u00fdznamn\u00e9 partnerstv\u00ed. Tentokr\u00e1t se t\u00fdk\u00e1 dvou kl\u00ed\u010dov\u00fdch jihokorejsk\u00fdch v\u00fdrobc\u016f \u010dip\u016f \u2013 Samsungu a SK Hynixu. Ob\u011b spole\u010dnosti n\u00e1sledn\u011b zaznamenaly r\u016fst ceny akci\u00ed: Samsung se p\u0159ibl\u00ed\u017eil \u00farovn\u00edm z ledna 2021, zat\u00edmco SK Hynix op\u011bt p\u0159ekonal sv\u00e9 historick\u00e9 maximum. Co bude d\u00e1l?<\/strong><\/p>\n\n\n\n<p><strong>Stargate<\/strong><\/p>\n\n\n\n<p>Je pochopiteln\u00e9, \u017ee OpenAI, spole\u010dnost zn\u00e1m\u00e1 sv\u00fdm jazykov\u00fdm modelem ChatGPT, pot\u0159ebuje st\u00e1le v\u00edce v\u00fdpo\u010detn\u00ed techniky, a t\u00edm p\u00e1dem i v\u00edce specializovan\u00fdch \u010dip\u016f, kter\u00e9 dok\u00e1\u017eou zpracov\u00e1vat obrovsk\u00e9 objemy dat. Pod z\u00e1\u0161titou americk\u00e9 spole\u010dnosti Stargate tak vznik\u00e1 partnerstv\u00ed se Samsungem a SK Hynix, d\u00edky n\u011bmu\u017e by OpenAI m\u011bla vy\u0159e\u0161it dva z\u00e1sadn\u00ed probl\u00e9my \u2013 nedostatek pam\u011b\u0165ov\u00fdch \u010dip\u016f a kapacity datov\u00fdch center v Ji\u017en\u00ed Koreji. V\u00fdsledn\u00e9 ozn\u00e1men\u00ed p\u0159i\u0161lo po setk\u00e1n\u00ed gener\u00e1ln\u00edho \u0159editele OpenAI Sama Altmana a jihokorejsk\u00e9ho prezidenta Lee Jae Myunga v Soulu. Do projektu se nav\u00edc zapojuje i korejsk\u00e9 ministerstvo v\u011bdy, informa\u010dn\u00edch a komunika\u010dn\u00edch technologi\u00ed, SK Telecom a dce\u0159in\u00e9 spole\u010dnosti Samsungu.<\/p>\n\n\n\n<p><strong>HBM4<\/strong><\/p>\n\n\n\n<p>Z technick\u00e9ho hlediska pout\u00e1 nejv\u011bt\u0161\u00ed pozornost nejnov\u011bj\u0161\u00ed generace \u010dip\u016f High Bandwidth Memory (HBM4). Ty budou tvo\u0159it srdce budouc\u00edch grafick\u00fdch procesor\u016f od Nvidie, konkr\u00e9tn\u011b nov\u00e9 architektury Rubin, kter\u00e1 m\u00e1 poh\u00e1n\u011bt nejmodern\u011bj\u0161\u00ed datov\u00e1 centra a AI aplikace u\u017e od konce roku 2026. V t\u00e9to souvislosti SK Hynix ozn\u00e1mil, \u017ee je ji\u017e pln\u011b p\u0159ipraven na masovou v\u00fdrobu HBM4 \u2013 co\u017e je v\u00fdznamn\u00e1 zpr\u00e1va, proto\u017ee pr\u00e1v\u011b tato spole\u010dnost je dnes pro Nvidii hlavn\u00edm dodavatelem tohoto typu pam\u011bt\u00ed. Na druh\u00e9 stran\u011b Samsung, kdysi bezkonkuren\u010dn\u00ed l\u00eddr trhu, zat\u00edm pracuje na certifikaci sv\u00fdch \u010dip\u016f u Nvidie. Bitva o pozici hlavn\u00edho dodavatele \u201epaliva\u201c pro AI revoluci tedy nab\u00edr\u00e1 na s\u00edle, p\u0159i\u010dem\u017e investor\u016fm z\u00e1rove\u0148 p\u0159in\u00e1\u0161\u00ed p\u0159\u00edle\u017eitost k diverzifikaci portfolia. Do \u0161ir\u0161\u00edho kontextu t\u00e9to situace zapad\u00e1 i \u010dervencov\u00e1 anal\u00fdza Counterpoint Research, kter\u00e1 odhalila, \u017ee SK Hynix v r\u00e1mci tr\u017eeb b\u011bhem druh\u00e9ho \u010dtvrtlet\u00ed 2025 vzrostl oproti prvn\u00edmu \u010dtvrtlet\u00ed o 31 procent, \u010d\u00edm\u017e dohnal Samsung.<\/p>\n\n\n\n<p><strong>Samsung a jeho v\u00fdzvy<\/strong><\/p>\n\n\n\n<p>Bohu\u017eel, Samsung proch\u00e1z\u00ed pom\u011brn\u011b slo\u017eit\u00fdm obdob\u00edm. Na konci druh\u00e9ho \u010dtvrtlet\u00ed 2025 zaznamenala jeho \u010dipov\u00e1 divize meziro\u010dn\u00ed pokles zisku o t\u00e9m\u011b\u0159 94 procent.* Finan\u010dn\u00ed \u0159editel Soon-cheol Park sice investory ujistil, \u017ee ve druh\u00e9 polovin\u011b roku o\u010dek\u00e1v\u00e1 o\u017eiven\u00ed, ale situace je jasn\u00e1 \u2013 pokud nechce Samsung p\u0159enechat sv\u00e9 vedouc\u00ed postaven\u00ed rivalovi SK Hynix, bude se muset co nejrychleji adaptovat.<\/p>\n\n\n\n<p><strong>V\u00fdhled do budoucna<\/strong><\/p>\n\n\n\n<p>Nejnov\u011bj\u0161\u00ed partnerstv\u00ed OpenAI se Samsungem a SK Hynix ukazuje, \u017ee v bl\u00edzk\u00e9 budoucnosti budou kl\u00ed\u010dem k \u00fasp\u011bchu v oblasti AI pravd\u011bpodobn\u011b pr\u00e1v\u011b pam\u011b\u0165ov\u00e9 \u010dipy HBM4. Akcie obou z\u00fa\u010dastn\u011bn\u00fdch v\u00fdrobc\u016f ji\u017e na tuto zpr\u00e1vu reagovaly \u2013 SK Hynix dos\u00e1hl nov\u00e9ho absolutn\u00edho maxima, zat\u00edmco jeho hlavn\u00ed konkurent op\u011bt testuje cenov\u00e9 \u00farovn\u011b z roku 2021. V obou p\u0159\u00edpadech to v kone\u010dn\u00e9m d\u016fsledku odr\u00e1\u017e\u00ed dlouhodob\u00fd potenci\u00e1l, jeho\u017e mohou b\u00fdt investo\u0159i sou\u010d\u00e1st\u00ed.<\/p>\n\n\n\n<p><strong>Ol\u00edvia Lacenov\u00e1, analyti\u010dka <\/strong><a href=\"https:\/\/www.wonderinterest.com\/cs\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Wonderinterest Trading Ltd.<\/strong><\/a><\/p>\n\n\n\n<p><em>Foto: AdobeStock<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Trhem ned\u00e1vno ot\u0159\u00e1sla zpr\u00e1va o spolupr\u00e1ci Nvidie a OpenAI v hodnot\u011b 100 miliard USD, a nyn\u00ed tv\u016frce modelu ChatGPT ozn\u00e1mil<\/p>\n","protected":false},"author":1,"featured_media":2322,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"colormag_page_container_layout":"default_layout","colormag_page_sidebar_layout":"default_layout"},"categories":[58],"tags":[350,190,432,477,478,266],"_links":{"self":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2321"}],"collection":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/comments?post=2321"}],"version-history":[{"count":1,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2321\/revisions"}],"predecessor-version":[{"id":2323,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/posts\/2321\/revisions\/2323"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media\/2322"}],"wp:attachment":[{"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/media?parent=2321"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/categories?post=2321"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iforbes.cz\/index.php\/wp-json\/wp\/v2\/tags?post=2321"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}