{"id":113525,"date":"2025-05-18T07:48:08","date_gmt":"2025-05-18T07:48:08","guid":{"rendered":"https:\/\/kamucalisani.net\/?p=113525"},"modified":"2025-05-18T07:48:08","modified_gmt":"2025-05-18T07:48:08","slug":"samsung-yapay-zeka-patlamasinda-nasil-geriye-dustu-ve-geri-donebilir-mi","status":"publish","type":"post","link":"https:\/\/kamucalisani.net\/index.php\/2025\/05\/18\/samsung-yapay-zeka-patlamasinda-nasil-geriye-dustu-ve-geri-donebilir-mi\/","title":{"rendered":"Samsung, yapay zeka patlamas\u0131nda nas\u0131l geriye d\u00fc\u015ft\u00fc ve geri d\u00f6nebilir mi?"},"content":{"rendered":"

<\/span> Samsung Electronics<\/strong>, bir zamanlar bellek \u00e7ipleri pazar\u0131nda d\u00fcnya \u00e7ap\u0131nda bir liderdi ve bu da onu yapay zeka devriminin faydalar\u0131ndan yararlanmak i\u00e7in m\u00fckemmel bir konuma getiriyordu. Ancak, teknoloji devi, yapay zekan\u0131n silikon lideri Nvidia<\/strong>‘n\u0131n kulland\u0131\u011f\u0131 yeni nesil \u00e7iplerde<\/strong>, uzun s\u00fcredir rakibi olan SK Hynix’in gerisinde<\/strong> kalm\u0131\u015f durumda. Sonu\u00e7 olarak, Samsung’un k\u00e2r\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde d\u00fc\u015ferken, piyasa de\u011ferinden 126 milyar dolar da buharla\u015fm\u0131\u015f halde. Peki Samsung nas\u0131l oldu da geriye d\u00fc\u015ft\u00fc? <\/figure>\n

Bellekler, verileri depolamak i\u00e7in kullan\u0131lan kritik bir \u00e7ip t\u00fcr\u00fc konumunda ve ak\u0131ll\u0131 telefonlardan diz\u00fcst\u00fc bilgisayarlara kadar pek \u00e7ok cihazda kendisine yer buluyor. \u0131llar boyunca Samsung<\/strong>, bu teknolojinin tart\u0131\u015fmas\u0131z lideriydi, g\u00fcney Koreli rakibi SK Hynix<\/strong> ve Amerikal\u0131 Micron<\/strong>‘u geride b\u0131rakm\u0131\u015ft\u0131. Ancak, OpenAI’nin ChatGPT gibi yapay zeka <\/strong>uygulamalar\u0131n\u0131n pop\u00fclerle\u015fmesiyle, bu uygulamalar\u0131 e\u011fitmek i\u00e7in gereken altyap\u0131 daha fazla dikkat \u00e7ekmeye ba\u015flad\u0131. Bu s\u00fcre\u00e7te, Nvidia<\/strong>, grafik i\u015fleme birimleri (GPU<\/strong>) ile bu alan\u0131n zirve oyuncusu haline geldi. Nvidia’n\u0131n kulland\u0131\u011f\u0131 bu teknolojiler, yapay zeka e\u011fitiminde bir standart haline geldi.<\/p>\n

Samsung\u2019un geri kald\u0131\u011f\u0131 alan<\/b><\/p>\n

Nvidia’n\u0131n teknoloji mimarisinin \u00f6nemli bir par\u00e7as\u0131, y\u00fcksek bant geni\u015fli\u011fine sahip belleklere<\/strong> (HBM) dayan\u0131yor. HBM, birden fazla DRAM yongas\u0131n\u0131n \u00fcst \u00fcste konulmas\u0131ndan olu\u015fan nispeten yeni nesil bir bellek t\u00fcr\u00fc<\/strong>. Ancak yapay zeka patlamas\u0131ndan \u00f6nce bu \u00fcr\u00fcn olduk\u00e7a ni\u015f bir Pazar olarak g\u00f6r\u00fcl\u00fcyordu. \u0130\u015fte Samsung tam da bu noktada yakaland\u0131 <\/strong>ve yat\u0131r\u0131m yapmakta ba\u015far\u0131s\u0131z oldu.<\/p>\n

HBM, uzun s\u00fcre boyunca \u00e7ok ni\u015f bir \u00fcr\u00fcn oldu ve Samsung bu teknolojiyi geli\u015ftirmek i\u00e7in kaynaklar\u0131n\u0131 seferber etmemeyi tercih etti. Teknolojinin zorlu\u011fu ve adreslenebilir pazar\u0131n k\u00fc\u00e7\u00fckl\u00fc\u011f\u00fc nedeniyle, y\u00fcksek geli\u015ftirme maliyetlerinin hakl\u0131 g\u00f6r\u00fclmedi\u011fi d\u00fc\u015f\u00fcn\u00fcld\u00fc.<\/p>\n

<\/span> Ancak firman\u0131n ana rakibi SK Hynix <\/strong>bu f\u0131rsat\u0131 g\u00f6rd\u00fc. \u015eirket, Nvidia mimarisi i\u00e7in onaylanm\u0131\u015f HBM \u00e7iplerini agresif bir \u015fekilde piyasaya s\u00fcrd\u00fc ve bu s\u00fcre\u00e7te, Nvidia ile yak\u0131n bir i\u015fbirli\u011fi geli\u015ftirdi. Hatta \u00f6yle ki Nvidia CEO\u2019su, SK Hynix\u2019in yeni nesil HBM4 <\/strong>bellek tedarikini h\u0131zland\u0131rmas\u0131n\u0131 istedi. SK Hynix, Eyl\u00fcl \u00e7eyre\u011finde rekor d\u00fczeyde i\u015fletme k\u00e2r\u0131 a\u00e7\u0131klad\u0131. <\/figure>\n

Samsung ise y\u0131l\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde HBM sat\u0131\u015flar\u0131n\u0131n \u00e7eyrek baz\u0131nda y\u00fczde 70’ten fazla artt\u0131\u011f\u0131n\u0131 duyurdu. \u015eirket, halihaz\u0131rdaki son nesil HBM olan HBM3E <\/strong>\u00fcr\u00fcn\u00fcn\u00fcn seri \u00fcretim <\/strong>a\u015famas\u0131na ge\u00e7ti\u011fini ve sat\u0131\u015fa sunuldu\u011funu belirtti. Ayr\u0131ca, Samsung’un yeni nesil HBM4 <\/strong>i\u00e7in “planlara uygun olarak” geli\u015ftirme \u00e7al\u0131\u015fmalar\u0131na devam etti\u011fi ve 2025’in ikinci yar\u0131s\u0131nda<\/strong> seri \u00fcretime ba\u015flamay\u0131 hedefledi\u011fi a\u00e7\u0131kland\u0131.<\/p>\n

Samsung geri d\u00f6nebilir mi?<\/b><\/p>\n

<\/span> Analistler Samsung’un HBM’ye yeterince yat\u0131r\u0131m yapmamas\u0131 ve ilk hamleyi yapan \u015firket olmamas\u0131 gibi \u00e7e\u015fitli nedenlerle rakiplerinin gerisinde kald\u0131\u011f\u0131n\u0131 belirtiyor. Mevcut yol haritas\u0131na bak\u0131ld\u0131\u011f\u0131nda Samsung\u2019un SK Hynix ile aras\u0131ndaki fark\u0131 kapatamad\u0131\u011f\u0131 da g\u00f6r\u00fcl\u00fcyor. SK Hynix, HBM4\u2019leri 2025\u2019in ilk yar\u0131s\u0131 <\/strong>i\u00e7in haz\u0131r hale getirmeyi hedeflerken Samsung ise 2025\u2019in ikinci yar\u0131s\u0131n\u0131 <\/strong>hedefliyor. Samsung’un k\u0131sa vadede geri d\u00f6n\u00fc\u015f yapabilmesi ise tamamen Nvidia\u2019ya ba\u011fl\u0131<\/strong> g\u00f6r\u00fcn\u00fcyor. <\/figure>\n

Bir \u015firketin Nvidia taraf\u0131ndan HBM tedarik\u00e7isi olarak onaylanmas\u0131 i\u00e7in s\u0131k\u0131 bir do\u011frulama s\u00fcrecinden ge\u00e7mesi gerekiyor ve Samsung bu s\u00fcreci hen\u00fcz tamamlam\u0131\u015f de\u011fil. Ancak, Nvidia\u2019dan onay almas\u0131, Samsung\u2019un b\u00fcy\u00fcmeye d\u00f6nmesi ve SK Hynix ile daha etkin bir \u015fekilde rekabet etmesi i\u00e7in kap\u0131lar\u0131 a\u00e7abilir.<\/p>\n

Nvidia, HBM belleklerin \u00e7o\u011funun kullan\u0131ld\u0131\u011f\u0131 yapay zeka \u00e7ip pazar\u0131n\u0131n y\u00fczde 90’\u0131ndan fazlas\u0131n\u0131 elinde tuttu\u011funu g\u00f6z \u00f6n\u00fcne al\u0131rsak firma, Samsung i\u00e7in \u00e7ok \u00f6nemli bir hedef. \u00d6te yandan Samsung s\u00f6zc\u00fcs\u00fc, \u015firketin HBM3E ile “\u00f6nemli ilerlemeler kaydetti\u011fini” ve “do\u011frulama s\u00fcrecinde \u00f6nemli bir a\u015famay\u0131 tamamlad\u0131\u011f\u0131n\u0131” belirtti. S\u00f6zc\u00fcye g\u00f6re Samsung, d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte sat\u0131\u015flar\u0131n geni\u015flemesini bekliyor.<\/p>\n

Dolay\u0131s\u0131yla Samsung i\u00e7in geri d\u00f6n\u00fc\u015f ihtimali kesinlikle d\u00fc\u015f\u00fck de\u011fil uzmanlara g\u00f6re. Hatta firman\u0131n Ar-Ge alan\u0131ndaki g\u00fcc\u00fc ve yar\u0131 iletken \u00fcretim kapasitesi g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda SK Hynix’i yakalamas\u0131 \u00e7ok da uzun s\u00fcrmeyebilir.<\/p>\n\n

Kaynak\u00a0 :\u00a0https:\/\/www.donanimhaber.com\/samsung-nasil-oldu-da-geriye-dustu-ve-geri-donebilir-mi–183992<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Samsung Electronics, bir zamanlar bellek \u00e7ipleri pazar\u0131nda d\u00fcnya \u00e7ap\u0131nda bir liderdi ve bu da onu yapay zeka devriminin faydalar\u0131ndan yararlanmak i\u00e7in m\u00fckemmel bir konuma getiriyordu. Ancak, teknoloji devi, yapay zekan\u0131n silikon lideri Nvidia’n\u0131n …<\/p>\n","protected":false},"author":1,"featured_media":113526,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[164,175,2188,641,571],"class_list":["post-113525","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-nvidia","tag-samsung","tag-sk-hynix","tag-sure","tag-yapay-zeka"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/113525","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=113525"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/113525\/revisions"}],"predecessor-version":[{"id":113530,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/113525\/revisions\/113530"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/113526"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=113525"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=113525"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=113525"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}