{"id":347923,"date":"2025-02-08T13:00:00","date_gmt":"2025-02-08T12:00:00","guid":{"rendered":"https:\/\/sftarticles.wpenginepowered.com\/es\/?p=347923"},"modified":"2025-02-28T03:44:01","modified_gmt":"2025-02-28T02:44:01","slug":"tsmc-y-nvidia-se-alian-como-respuesta-al-desafio-de-deepseek","status":"publish","type":"post","link":"https:\/\/cms-articles.softonic.io\/es\/tsmc-y-nvidia-se-alian-como-respuesta-al-desafio-de-deepseek\/","title":{"rendered":"TSMC y Nvidia se al\u00edan como respuesta al desaf\u00edo de DeepSeek"},"content":{"rendered":"\n<p>Como bien sabes, <a href=\"https:\/\/www.softonic.com\/articulos\/un-laboratorio-chino-presenta-un-modelo-de-ia-de-razonamiento-capaz-de-competir-con-openai\" title=\"DeepSeek es un innovador modelo de IA chino gratuito y de c\u00f3digo abierto\">DeepSeek es un innovador modelo de IA chino gratuito y de c\u00f3digo abierto<\/a>, que ha desafiado las nociones existentes sobre los requisitos de hardware en el entrenamiento de inteligencia artificial (IA).<\/p>\n\n\n<div class=\"sc-card-program\">\r\n  <div class=\"sc-card-program__body\">\r\n    <div class=\"sc-card-program__row clearfix\">\r\n      <div class=\"sc-card-program__col-logo\">\r\n        <img decoding=\"async\" class=\"sc-card-program__img\" src=\"https:\/\/images.sftcdn.net\/images\/t_app-icon-s\/p\/eb86f4a1-c347-4209-bc4c-2ce9257d4f8b\/76863997\/deepseek-logo\" alt=\"DeepSeek\" width=\"100px\" height=\"100px\">\r\n      <\/div>\r\n      <div class=\"sc-card-program__col-title\">\r\n        <span class=\"sc-card-program__title\">DeepSeek<\/span>\r\n        <a class=\"sc-card-program__button sc-card-program-internal\" href=\"https:\/\/deepseek.en.softonic.com\/android\" target=\"_self\" rel=\"noopener noreferrer\">DESCARGAR<\/a>\r\n      <\/div>\r\n      <div class=\"sc-card-program__col-rating\">\r\n        <svg class=\"rating-score__content\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" version=\"1.1\" x=\"0\" y=\"0\" viewbox=\"0 0 50 50\" enable-background=\"new 0 0 50 50\" xml:space=\"preserve\"><path class=\"rating-score__background rating-score--good\" fill=\"none\" stroke-width=\"6\" stroke-miterlimit=\"10\" d=\"M40 40c8.3-8.3 8.3-21.7 0-30s-21.7-8.3-30 0 -8.3 21.7 0 30\"><\/path><path class=\"rating-score__value rating-score__value--0\" fill=\"none\" stroke-width=\"6\" stroke-dashoffset=\"0\" stroke-miterlimit=\"10\" d=\"M40 40c8.3-8.3 8.3-21.7 0-30s-21.7-8.3-30 0 -8.3 21.7 0 30\"><\/path><text class=\"rating-score__number\" content=\"\" text-anchor=\"middle\" transform=\"matrix(1 0 0 1 25 31.0837)\" data-auto=\"app-user-score\"><\/text><\/svg>\r\n      <\/div>\r\n    <\/div>\r\n    <div class=\"sc-card-program__row\">\r\n      <span class=\"sc-card-program__description\"><\/span>\r\n    <\/div>\r\n    <div class=\"sc-card-program__row\">\r\n      <img decoding=\"async\" class=\"sc-card-program__bigpic\" src=\"\" onerror=\"this.style.display='none'\">\r\n    <\/div>\r\n    <a class=\"sc-card-program__link track-link sc-card-program-internal\" href=\"https:\/\/deepseek.en.softonic.com\/android\" target=\"_self\" rel=\"noopener noreferrer\"><\/a>\r\n  <\/div>\r\n<\/div>\n\n\n\n<p>Su enfoque ha provocado una ca\u00edda notable en el valor de mercado de varias empresas tecnol\u00f3gicas estadounidenses, dominadas tradicionalmente por el hardware avanzado de NVIDIA.<\/p>\n\n\n\n<p><strong>A pesar de que DeepSeek afirma utilizar solo 2.048 chips H800 de NVIDIA, analistas han cuestionado esta cifra<\/strong>, sugiriendo que el verdadero n\u00famero de GPU involucradas podr\u00eda rondar las 50.000, generando incertidumbre sobre los costos del modelo.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"550\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">TSMC shares tumbled by up to 6.6%, playing catch up to a global selloff in AI-linked stocks due to DeepSeek <a href=\"https:\/\/t.co\/eBps6ktcZv\">https:\/\/t.co\/eBps6ktcZv<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/1886224401860907364?ref_src=twsrc%5Etfw\">February 3, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">60.000 obleas al mes durante 2025 para evitar los cuellos de botella<\/h2>\n\n\n\n<p>Seg\u00fan un informe de SemiAnalysis, se estima que entre estas GPU se encuentran al menos 10.000 H100 y otras 10.000 H800, adem\u00e1s de versiones recortadas como las H20.<\/p>\n\n\n\n<p>El modelo de IA de DeepSeek, que cuenta con 671.000 millones de par\u00e1metros, <strong>supuestamente tuvo un coste de 5,6 millones de d\u00f3lares, una cifra que podr\u00eda no reflejar el gasto real<\/strong>. Esta situaci\u00f3n ha sembrado escepticismo en el sector sobre la viabilidad y los aut\u00e9nticos recursos de la compa\u00f1\u00eda china.<\/p>\n\n\n\n<p>En respuesta a este contexto de incertidumbre, TSMC, el gigante taiwan\u00e9s de semiconductores, ha anunciado un plan de expansi\u00f3n de cinco a\u00f1os destinado a aumentar su capacidad de fabricaci\u00f3n de circuitos integrados utilizando su tecnolog\u00eda de empaquetado avanzado CoWoS.<\/p>\n\n\n\n<p>Esta expansi\u00f3n es en parte una reacci\u00f3n a <a href=\"https:\/\/www.softonic.com\/articulos\/nvidia-acaba-de-presentar-el-chip-mas-potente-del-mundo-para-inteligencia-artificial\" target=\"_blank\" rel=\"noopener\" title=\"la creciente demanda de GPU con microarquitectura Blackwell de NVIDIA\">la creciente demanda de GPU con microarquitectura Blackwell de NVIDIA<\/a>, que permitir\u00e1 a la empresa satisfacer mejor las necesidades de sus clientes y fortalecer su posici\u00f3n en el mercado frente a rivales como DeepSeek.<\/p>\n\n\n<div class=\"sc-card-program\">\r\n  <div class=\"sc-card-program__body\">\r\n    <div class=\"sc-card-program__row clearfix\">\r\n      <div class=\"sc-card-program__col-logo\">\r\n        <img decoding=\"async\" class=\"sc-card-program__img\" src=\"https:\/\/images.sftcdn.net\/images\/t_app-icon-s\/p\/eb86f4a1-c347-4209-bc4c-2ce9257d4f8b\/76863997\/deepseek-logo\" alt=\"DeepSeek\" width=\"100px\" height=\"100px\">\r\n      <\/div>\r\n      <div class=\"sc-card-program__col-title\">\r\n        <span class=\"sc-card-program__title\">DeepSeek<\/span>\r\n        <a class=\"sc-card-program__button sc-card-program-internal\" href=\"https:\/\/deepseek.en.softonic.com\/android\" target=\"_self\" rel=\"noopener noreferrer\">DESCARGAR<\/a>\r\n      <\/div>\r\n      <div class=\"sc-card-program__col-rating\">\r\n        <svg class=\"rating-score__content\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" version=\"1.1\" x=\"0\" y=\"0\" viewbox=\"0 0 50 50\" enable-background=\"new 0 0 50 50\" xml:space=\"preserve\"><path class=\"rating-score__background rating-score--good\" fill=\"none\" stroke-width=\"6\" stroke-miterlimit=\"10\" d=\"M40 40c8.3-8.3 8.3-21.7 0-30s-21.7-8.3-30 0 -8.3 21.7 0 30\"><\/path><path class=\"rating-score__value rating-score__value--0\" fill=\"none\" stroke-width=\"6\" stroke-dashoffset=\"0\" stroke-miterlimit=\"10\" d=\"M40 40c8.3-8.3 8.3-21.7 0-30s-21.7-8.3-30 0 -8.3 21.7 0 30\"><\/path><text class=\"rating-score__number\" content=\"\" text-anchor=\"middle\" transform=\"matrix(1 0 0 1 25 31.0837)\" data-auto=\"app-user-score\"><\/text><\/svg>\r\n      <\/div>\r\n    <\/div>\r\n    <div class=\"sc-card-program__row\">\r\n      <span class=\"sc-card-program__description\"><\/span>\r\n    <\/div>\r\n    <div class=\"sc-card-program__row\">\r\n      <img decoding=\"async\" class=\"sc-card-program__bigpic\" src=\"\" onerror=\"this.style.display='none'\">\r\n    <\/div>\r\n    <a class=\"sc-card-program__link track-link sc-card-program-internal\" href=\"https:\/\/deepseek.en.softonic.com\/android\" target=\"_self\" rel=\"noopener noreferrer\"><\/a>\r\n  <\/div>\r\n<\/div>\n\n\n\n<p>Las nuevas plantas de TSMC, ubicadas en Chiayi, Taiw\u00e1n, ser\u00e1n cruciales en este crecimiento. <strong>Con la capacidad de procesar hasta 60.000 obleas al mes  durante este 2025, <\/strong>TSMC se est\u00e1 preparando activamente para evitar futuros cuellos de botella en la producci\u00f3n y asegurar su competitividad en un mercado cada vez m\u00e1s desafiante.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Como bien sabes, DeepSeek es un innovador modelo de IA chino gratuito y de c\u00f3digo abierto, que ha desafiado las nociones existentes sobre los requisitos de hardware en el entrenamiento de inteligencia artificial (IA). Su enfoque ha provocado una ca\u00edda notable en el valor de mercado de varias empresas tecnol\u00f3gicas estadounidenses, dominadas tradicionalmente por el &hellip; <a href=\"https:\/\/cms-articles.softonic.io\/es\/tsmc-y-nvidia-se-alian-como-respuesta-al-desafio-de-deepseek\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;TSMC y Nvidia se al\u00edan como respuesta al desaf\u00edo de DeepSeek&#8221;<\/span><\/a><\/p>\n","protected":false},"author":9317,"featured_media":347924,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","wpcf-pageviews":1},"categories":[9317],"tags":[11669],"usertag":[],"vertical":[],"content-category":[14053],"class_list":["post-347923","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-nvidia","content-category-ia"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/cms-articles.softonic.io\/es\/wp-json\/wp\/v2\/posts\/347923","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cms-articles.softonic.io\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cms-articles.softonic.io\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/es\/wp-json\/wp\/v2\/users\/9317"}],"replies":[{"embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/es\/wp-json\/wp\/v2\/comments?post=347923"}],"version-history":[{"count":0,"href":"https:\/\/cms-articles.softonic.io\/es\/wp-json\/wp\/v2\/posts\/347923\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/es\/wp-json\/wp\/v2\/media\/347924"}],"wp:attachment":[{"href":"https:\/\/cms-articles.softonic.io\/es\/wp-json\/wp\/v2\/media?parent=347923"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/es\/wp-json\/wp\/v2\/categories?post=347923"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/es\/wp-json\/wp\/v2\/tags?post=347923"},{"taxonomy":"usertag","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/es\/wp-json\/wp\/v2\/usertag?post=347923"},{"taxonomy":"vertical","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/es\/wp-json\/wp\/v2\/vertical?post=347923"},{"taxonomy":"content-category","embeddable":true,"href":"https:\/\/cms-articles.softonic.io\/es\/wp-json\/wp\/v2\/content-category?post=347923"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}