{"id":101060,"date":"2024-10-05T02:48:05","date_gmt":"2024-10-05T02:48:05","guid":{"rendered":"https:\/\/kamucalisani.net\/?p=101060"},"modified":"2024-10-05T02:48:05","modified_gmt":"2024-10-05T02:48:05","slug":"yari-iletken-endustrisinde-sok-iddia-samsung-cip-uretim-biriminin-fisini-cekebilir","status":"publish","type":"post","link":"https:\/\/kamucalisani.net\/index.php\/2024\/10\/05\/yari-iletken-endustrisinde-sok-iddia-samsung-cip-uretim-biriminin-fisini-cekebilir\/","title":{"rendered":"Yar\u0131 iletken end\u00fcstrisinde \u015fok iddia: Samsung, \u00e7ip \u00fcretim biriminin fi\u015fini \u00e7ekebilir"},"content":{"rendered":"

<\/span> Teknoloji devi Samsung<\/strong>, geni\u015f \u00fcr\u00fcn yelpazesiyle global pazarda liderli\u011fini s\u00fcrd\u00fcrse de, yar\u0131 iletken \u00fcretimindeki sorunlar \u015firketin d\u00f6k\u00fcmhane b\u00f6l\u00fcm\u00fcn\u00fcn gelece\u011fini tehdit ediyor. \u00d6zellikle son d\u00f6nemde 3nm<\/strong> Gate-All-Around (GAA) FET \u00fcretim teknolojisindeki verim d\u00fc\u015f\u00fckl\u00fc\u011f\u00fc, Samsung\u2019un bu kritik i\u015f kolunu tamamen devretmek de dahil bir dizi radikal hamleyi bile g\u00fcndemine ald\u0131\u011f\u0131na dair iddialar\u0131 g\u00fc\u00e7lendiriyor. <\/figure>\n

Samsung’un \u00e7ip \u00fcretim birimi alarm veriyor<\/b><\/p>\n

Business Korea’n\u0131n yay\u0131mlad\u0131\u011f\u0131 bir rapora g\u00f6re, Samsung\u2019un d\u00f6k\u00fcmhane (foundry) i\u015f birimi, \u00fcretim verimlili\u011finde ciddi problemler <\/strong>ya\u015f\u0131yor. \u0130ddiaya g\u00f6re \u015firketin 3nm Exynos 2500<\/strong> \u00e7ip \u00fcretiminde verim oran\u0131 sadece y\u00fczde 20<\/strong> seviyesinde seyrediyor. Bu d\u00fc\u015f\u00fck verim, \u00e7ipin b\u00fcy\u00fck \u00e7apta \u00fcretimini ekonomik olmaktan \u00e7\u0131kar\u0131yor. Bu durum, Samsung\u2019un \u00f6zellikle Tayvan merkezli rakibi TSMC kar\u015f\u0131s\u0131nda geride kalmas\u0131na neden oluyor. TSMC, y\u00fczde 60’\u0131n \u00fczerinde<\/strong> bir verim oran\u0131yla \u00fcretim yaparken, global yar\u0131 iletken pazar\u0131n\u0131n y\u00fczde 62,3’\u00fcne hakim durumda. Samsung\u2019un pay\u0131 ise yaln\u0131zca y\u00fczde 11,5\u2019te kal\u0131yor.<\/p>\n

<\/span> TSMC’nin y\u00fcksek verimlilikle \u00e7al\u0131\u015fan \u00fcretim hatlar\u0131, b\u00fcy\u00fck m\u00fc\u015fterileri \u00e7ekmeyi ba\u015far\u0131yor. NVIDIA, Apple ve Qualcomm gibi devler \u00e7ip ihtiya\u00e7lar\u0131n\u0131 TSMC’den kar\u015f\u0131lamay\u0131 tercih ederken, Samsung bu \u00f6nemli anla\u015fmalar\u0131 kaybediyor. Yar\u0131 iletken d\u00fcnyas\u0131ndaki bu rekabet, Samsung\u2019un d\u00f6k\u00fcmhane b\u00f6l\u00fcm\u00fcn\u00fc derin bir ekonomik zarara s\u00fcr\u00fckl\u00fcyor. \u015eirketin bu ay i\u00e7erisinde a\u00e7\u0131klamas\u0131 beklenen \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek finansal sonu\u00e7lar\u0131nda, d\u00f6k\u00fcmhane biriminin 385 milyon dolar zarar <\/strong>edece\u011fi \u00f6ng\u00f6r\u00fcl\u00fcyor. <\/figure>\n

Samsung Securities\u2019in (\u015firketin bir yan kurulu\u015fu) yay\u0131mlad\u0131\u011f\u0131 “Jeopolitik Paradigma De\u011fi\u015fimi ve End\u00fcstri” ba\u015fl\u0131kl\u0131 rapora g\u00f6re, Samsung, d\u00f6k\u00fcmhane b\u00f6l\u00fcm\u00fcn\u00fc ay\u0131rarak bu i\u015f kolunu ABD\u2019ye ta\u015f\u0131may\u0131<\/strong> planl\u0131yor olabilir. Raporda ayr\u0131ca, Samsung\u2019un \u00fcretken yapay zeka \u00e7iplerinde kullan\u0131ld\u0131\u011f\u0131 i\u00e7in \u00e7ok k\u00e2rl\u0131 olan bellek birimine (bu bellekler de Foundry b\u00fcnyesinde \u00fcretiliyor) daha fazla personel kayd\u0131rd\u0131\u011f\u0131 belirtiliyor. Bu hamle, d\u00f6k\u00fcmhane i\u015finin gelece\u011fine dair daha radikal kararlar\u0131n al\u0131nabilece\u011finin bir g\u00f6stergesi olarak yorumlan\u0131yor. Samsung\u2019un bu zorlu s\u00fcre\u00e7te d\u00f6k\u00fcmhane i\u015fini ABD’deki tesislerine ta\u015f\u0131mak, bir yan kurulu\u015f olarak y\u00f6netmek<\/strong> veya elden \u00e7\u0131karmak <\/strong>gibi stratejik se\u00e7enekleri masaya yat\u0131rmas\u0131 bekleniyor.<\/p>\n

Sekt\u00f6r i\u00e7in k\u00f6t\u00fc haber<\/b><\/p>\n

Samsung\u2019un TSMC kar\u015f\u0131s\u0131nda havlu atmas\u0131 yar\u0131 iletken pazar\u0131 i\u00e7in iyiye i\u015faret de\u011fil. Samsung’un TSMC ve Intel ile birlikte geli\u015fmi\u015f yar\u0131 iletken \u00fcretim alan\u0131nda kalan \u00fc\u00e7 \u015firketten biri oldu\u011funu belirtmek gerek. Bir\u00e7ok \u015firket 7 nm alt\u0131ndaki s\u00fcre\u00e7lere ge\u00e7i\u015fte havlu att\u0131, eskiden ad\u0131n\u0131 s\u0131k\u00e7a duydu\u011fumuz Global Foundries olgun olgun s\u00fcre\u00e7lere odakland\u0131. Intel taraf\u0131nda da i\u015fler \u00e7ok sa\u011fl\u0131kl\u0131 g\u00f6r\u00fcnm\u00fcyor. Sonu\u00e7 olarak herkes TSMC’nin kap\u0131s\u0131na y\u0131\u011f\u0131lm\u0131\u015f durumda; Nvidia, Apple, AMD, Qualcomm ve hatta Intel’in kendisi.<\/p>\n\n

Kaynak\u00a0 :\u00a0https:\/\/www.donanimhaber.com\/samsung-cip-uretim-biriminin-fisini-cekebilir–182707<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Teknoloji devi Samsung, geni\u015f \u00fcr\u00fcn yelpazesiyle global pazarda liderli\u011fini s\u00fcrd\u00fcrse de, yar\u0131 iletken \u00fcretimindeki sorunlar \u015firketin d\u00f6k\u00fcmhane b\u00f6l\u00fcm\u00fcn\u00fcn gelece\u011fini tehdit ediyor. \u00d6zellikle son d\u00f6nemde 3nm Gate-All-Around (GAA) FET \u00fcretim …<\/p>\n","protected":false},"author":1,"featured_media":101061,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[211,175,155,1726,479],"class_list":["post-101060","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-is","tag-samsung","tag-sirket","tag-tsmc","tag-uretim"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/101060","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/comments?post=101060"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/101060\/revisions"}],"predecessor-version":[{"id":101064,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/101060\/revisions\/101064"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/101061"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=101060"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=101060"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=101060"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}