Hace unos momentos
Este resumen es generado por inteligencia artificial y revisado por la redacción.
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La guerra entre Estados Unidos, Israel e Irán constituye una “señal de alarma” para las empresas tecnológicas con inversiones en infraestructuras en Medio Oriente, especialmente en los centros de datos necesarios para alimentar la inteligencia artificial, advirtieron analistas.
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Gracias a las zonas francas, Dubái “ha sido un centro muy importante para la región, pero también para Europa occidental” en términos de logística, señaló Jerónimo.
“Cada vez que se produce una interrupción en el comercio mundial, la cadena de valor se ve necesariamente afectada”, afirmó Anne Hoecker, analista de Bain & Company.
Se espera que los posibles efectos secundarios se sumen a un mercado tecnológico ya afectado por el aumento de los precios de los chips de memoria (RAM), impulsado por las inversiones de los gigantes desarrolladores de IA en potencia informática.
La escasez de chips de memoria RAM “es algo que está afectando claramente a las cadenas de suministro en este momento y que tendrá un impacto en los teléfonos y los ordenadores portátiles”, afirmó Hoecker.
Los precios de estos chips, fundamentales para el funcionamiento de los dispositivos, se dispararon un 40% en el último trimestre de 2025 y se espera que sigan subiendo este año.
Jerónimo predijo que el impacto provocaría “la mayor caída de la historia en las ventas de teléfonos inteligentes en 2026”.
Conforme a los criterios de
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