{"id":102966,"date":"2024-10-08T05:24:07","date_gmt":"2024-10-08T05:24:07","guid":{"rendered":"https:\/\/kamucalisani.net\/?p=102966"},"modified":"2024-10-08T05:24:07","modified_gmt":"2024-10-08T05:24:07","slug":"samsung-cip-uretim-bolumu-hakkindaki-iddialara-yanit-verdi","status":"publish","type":"post","link":"https:\/\/kamucalisani.net\/index.php\/2024\/10\/08\/samsung-cip-uretim-bolumu-hakkindaki-iddialara-yanit-verdi\/","title":{"rendered":"Samsung, \u00e7ip \u00fcretim b\u00f6l\u00fcm\u00fc hakk\u0131ndaki iddialara yan\u0131t verdi"},"content":{"rendered":"

<\/span> G\u00fcney Koreli teknoloji devi Samsung Electronics<\/strong>, yonga \u00fcretimi (contract chip manufacturing) ve \u00e7ip tasar\u0131m\u0131 (logic chip designing) i\u015flerini ay\u0131rmay\u0131 d\u00fc\u015f\u00fcnmedi\u011fini a\u00e7\u0131klad\u0131. Samsung\u2019un bu iki birimi Foundry<\/strong> ve System LSI <\/strong>olarak adland\u0131r\u0131l\u0131yor. Samsung’un ba\u015fkan\u0131 Jay Y. Lee<\/strong>, Reuters’a yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, bu iki i\u015fletmenin ayr\u0131lmas\u0131n\u0131n g\u00fcndemlerinde olmad\u0131\u011f\u0131n\u0131<\/strong> belirtti. Ge\u00e7ti\u011fimiz hafta, Samsung\u2019un bu iki yap\u0131n\u0131n ayr\u0131labilece\u011fi, hatta fi\u015finin \u00e7ekilebilece\u011fi iddia edilmi\u015fti. <\/figure>\n

Samsung iddialar\u0131 yalanlad\u0131<\/b><\/p>\n

\u00d6te yandan analistlere g\u00f6re bu iki birim zay\u0131f talep nedeniyle y\u0131ll\u0131k milyarlarca dolar zarar<\/strong> ediyor ve \u015firketin genel performans\u0131n\u0131 olumsuz etkiliyor. \u00d6zellikle Foundry biriminin beklentilerin \u00e7ok alt\u0131nda kald\u0131\u011f\u0131 belirtiliyor.<\/p>\n

Samsung, d\u00fcnyan\u0131n en b\u00fcy\u00fck bellek yongas\u0131 \u00fcreticisi olarak konumunu korurken, yonga tasar\u0131m\u0131 ve yonga \u00fcretimi alanlar\u0131na da geni\u015flemeye \u00e7al\u0131\u015f\u0131yor. Bu hamle, \u015firketin bellek yongalar\u0131na olan ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n\u0131 azaltmay\u0131 hedeflese de istenilen seviyeye gelinebilmi\u015f de\u011fil. Samsung Foundry\u2019nin en b\u00fcy\u00fck rakibi ise Tayvanl\u0131 TSMC<\/strong>. Tayvanl\u0131 firma, end\u00fcstride y\u00fczde 60\u2019\u0131n \u00fczerinde pazar pay\u0131na sahip. Samsung\u2019un pay\u0131 ise yaln\u0131zca y\u00fczde 11,5\u2019te kal\u0131yor.<\/p>\n

Jay Y. Lee olas\u0131 bir b\u00f6l\u00fcnme ile ilgili \u00f6nceki haberleri yalanlayarak, “\u0130\u015fi b\u00fcy\u00fctmeye a\u00e7\u0131z. B\u00f6l\u00fcnmekle ilgilenmiyoruz\u201d <\/em>dedi.<\/p>\n

Jay Y. Lee, 2019’da yapt\u0131\u011f\u0131 bir a\u00e7\u0131klamada, 2030 y\u0131l\u0131na kadar TSMC’yi geride b\u0131rakarak d\u00fcnyan\u0131n en b\u00fcy\u00fck yonga d\u00f6k\u00fcm \u00fcreticisi olmay\u0131 hedefledi\u011fini duyurmu\u015ftu. Bu hedef do\u011frultusunda, Samsung, G\u00fcney Kore ve ABD’de yeni fabrikalar in\u015fa ederek milyarlarca dolarl\u0131k yat\u0131r\u0131mlar a\u00e7\u0131klad\u0131. Ancak mevcut durumda Samsung, Apple, AMD ve Nvidia gibi dev \u015firketlerden sipari\u015f almakta zorlan\u0131yor ve TSMC\u2019ye kapt\u0131r\u0131yor.<\/p>\n

ABD\u2019deki fabrika planlar\u0131 da zorda<\/b><\/p>\n

<\/span> Lee, ABD\u2019nin Texas eyaletinde in\u015fa edilmesi planlanan yeni \u00e7ip fabrikas\u0131yla ilgili de a\u00e7\u0131klamalarda bulundu. Projenin zorlu ge\u00e7ti\u011fini<\/strong> ve de\u011fi\u015fen durumlar ile ABD ba\u015fkanl\u0131k se\u00e7imlerinin bu s\u00fcreci etkiledi\u011fini belirten Lee, detay vermekten ka\u00e7\u0131nd\u0131. <\/figure>\n

Samsung ge\u00e7ti\u011fimiz aylarda Texas’taki fabrikan\u0131n \u00fcretim plan\u0131n\u0131, 2024 sonundan 2026\u2019ya erteledi\u011fini duyurmu\u015ftu. Fabrikan\u0131n operasyonlar\u0131, m\u00fc\u015fteri taleplerine ba\u011fl\u0131 olarak a\u015famal\u0131 bir \u015fekilde y\u00f6netilecek.<\/p>\n

Ge\u00e7en y\u0131l, Samsung\u2019un yonga \u00fcretim ve tasar\u0131m i\u015fletmeleri, toplamda 3.18 trilyon won (yakla\u015f\u0131k 2.4 milyar dolar) operasyonel zarar bildirmi\u015fti. Samsung, bu iki i\u015f kolunun performans\u0131n\u0131 ayr\u0131 bir \u015fekilde a\u00e7\u0131klam\u0131yor; ancak analistler, her iki operasyonun bu y\u0131l da 2.08 trilyon won (yakla\u015f\u0131k 1.6 milyar dolar) zarar edece\u011fini tahmin ediyor.<\/p>\n\n

Kaynak\u00a0 :\u00a0https:\/\/www.donanimhaber.com\/samsung-cip-uretim-bolumu-hakkindaki-iddialara-yanit-verdi–182821<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

G\u00fcney Koreli teknoloji devi Samsung Electronics, yonga \u00fcretimi (contract chip manufacturing) ve \u00e7ip tasar\u0131m\u0131 (logic chip designing) i\u015flerini ay\u0131rmay\u0131 d\u00fc\u015f\u00fcnmedi\u011fini a\u00e7\u0131klad\u0131. Samsung\u2019un bu iki birimi Foundry ve System LSI olarak adland\u0131r\u0131l\u0131yor …<\/p>\n","protected":false},"author":1,"featured_media":102967,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[2505,211,6731,175,1694],"class_list":["post-102966","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-fabrika","tag-is","tag-lee","tag-samsung","tag-yonga"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/102966","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=102966"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/102966\/revisions"}],"predecessor-version":[{"id":102970,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/102966\/revisions\/102970"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/102967"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=102966"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=102966"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=102966"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}