Uploads from Atila Iamarino

Currently Playing: O sumiço dos computadores

Abra sua Conta Global Revolut e garanta R$ 100 de cashback ao gastar R$ 100 no cartão de débito Revolut - https://get.revolut.com/z4lF/atila Uma conversa sobre com o a demanda de componentes para servidores de IA está aumentando o preço de chips, memórias RAM e flash e muito mais pelos próximos anos. O que vai fazer os eletrônicos mais caros e menos equipados, ao mesmo tempo. Livro citado: A guerra dos chips: A batalha pela tecnologia que move o mundo, por Chris Miller - https://amzn.to/46Yn0rs Roteiro e apresentação: Atila Iamarino - Bluesky @atila.bsky.social Instagram @oatila Direção e Produção: Paloma Sato Edição e Thumb: Giulia Donadio: Instagram: @giulia_donadio Fontes: https://www.bbc.com/news/business-16691839 https://oglobo.globo.com/economia/enchentes-na-tailandia-provocam-colapso-na-industria-global-de-pcs-3217669 https://valor.globo.com/empresas/noticia/2011/11/22/preco-de-computador-vai-subir-no-brasil-devido-a-enchentes-na-asia.ghtml https://www.independent.co.uk/news/world/americas/us-politics/trump-war-hits-ps5-production-b1801214.html https://www.bbc.com/news/business-58266794 https://finance.yahoo.com/news/data-center-investments-hit-3-115424369.html https://companiesmarketcap.com/nvidia/marketcap/ https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-to-consume-77-percent-of-wafers-used-for-ai-processors-in-2025-report https://www.tomshardware.com/pc-components/dram/openais-stargate-project-to-consume-up-to-40-percent-of-global-dram-output-inks-deal-with-samsung-and-sk-hynix-to-the-tune-of-up-to-900-000-wafers-per-month https://www.reuters.com/business/media-telecom/samsung-sk-hynix-supply-memory-chips-openais-stargate-project-2025-10-01/ https://www.reuters.com/world/china/ai-frenzy-is-driving-new-global-supply-chain-crisis-2025-12-03/ https://www.justice.gov/archive/opa/pr/2003/December/03_at_696.htm https://www.forbes.com/sites/davealtavilla/2018/04/27/class-action-suit-alleges-samsung-micron-and-hynix-colluded-on-dram-supply-causing-price-inflation/ https://www.tomshardware.com/news/us-firm-again-accuses-dram-suppliers-price-collusion https://www.cnbc.com/2026/01/13/sk-hynix-invest-13-billion-new-fab-memory-chip-shortage-advanced-packaging-ai-memory.html https://www.reuters.com/world/asia-pacific/samsung-profit-triples-record-high-ai-boom-exacerbates-chip-shortage-2026-01-28/ https://www.ft.com/content/e56dd467-7a4d-437d-b7f8-f0ef2320b1ee https://tecnoblog.net/noticias/escassez-de-memoria-ram-impulsiona-lucros-recordes-das-fabricantes/ https://investors.micron.com/news-releases/news-release-details/micron-announces-exit-crucial-consumer-business https://tecnoblog.net/noticias/ssds-ficam-ate-16-vezes-mais-caros-que-hds-por-causa-da-ia/ https://www.reuters.com/world/asia-pacific/surging-memory-chip-prices-dim-outlook-consumer-electronics-makers-2026-01-22/ https://www.straitstimes.com/business/tech-firms-from-dell-to-hp-warn-of-memory-chip-squeeze-from-ai https://tecnoblog.net/noticias/eletronicos-devem-ficar-ate-20-mais-caros-no-brasil-preve-samsung/ https://www.wsj.com/tech/ai/memory-ram-shortage-2026-f55324b0 https://tecnoblog.net/noticias/precos-de-memoria-ram-so-devem-melhorar-em-2028-preve-micron/ https://www.tomshardware.com/pc-components/storage/perfect-storm-of-demand-and-supply-driving-up-storage-costs https://www.reuters.com/world/asia-pacific/xiaomi-reports-22-jump-q3-revenue-2025-11-18/ https://www.cnbc.com/2025/12/16/smartphone-prices-to-rise-in-2026-due-to-ai-fueled-chip-shortage.html https://www.reuters.com/world/asia-pacific/samsung-sk-hynix-warn-squeezed-chip-supplies-pcs-phones-due-ai-boom-2026-01-29/ https://www.cnbc.com/2026/01/26/nvidia-set-to-supplant-apple-as-tsmcs-largest-customer.html https://www.tomshardware.com/tech-industry/semiconductors/apple-concedes-it-is-constrained-by-tsmcs-supply-of-advanced-chips-storage-and-memory-are-also-in-short-supply-firm-isnt-projecting-supply-conditions-beyond-the-second-quarter https://www.reuters.com/technology/samsung-sk-hynix-halt-old-equipment-sales-over-fears-us-backlash-ft-reports-2024-03-12/ https://tecnoblog.net/noticias/ex-funcionarios-da-samsung-sao-indiciados-por-vazar-segredos-industriais/ https://asia.nikkei.com/business/technology/tokyo-electron-fires-employee-over-alleged-tsmc-trade-secret-theft https://www.eenewseurope.com/en/samsung-signs-to-use-ymtc-nand-flash-technology/ https://asia.nikkei.com/business/tech/semiconductors/apple-freezes-plan-to-use-china-s-ymtc-chips-amid-political-pressure https://www.wsj.com/tech/micron-chipmaker-ip-theft-trial-verdict-6f839f15 https://asia.nikkei.com/spotlight/supply-chain/hp-dell-acer-and-asus-mull-using-chinese-memory-chips-amid-supply-crunch https://www.foreignaffairs.com/europe/europe-losing-chips-race https://fortune.com/2026/01/21/jensen-huang-on-ai-bubble-largest-infrastructure-buildout-history/ https://www.ft.com/content/2bd1c1a3-931a-4e95-9ea2-e1e8c635ff50