{"id":113609,"date":"2025-05-18T11:48:14","date_gmt":"2025-05-18T11:48:14","guid":{"rendered":"https:\/\/kamucalisani.net\/?p=113609"},"modified":"2025-05-18T11:48:14","modified_gmt":"2025-05-18T11:48:14","slug":"tsmc-cine-7nm-ve-alti-cip-tedarikini-durduruyor","status":"publish","type":"post","link":"https:\/\/kamucalisani.net\/index.php\/2025\/05\/18\/tsmc-cine-7nm-ve-alti-cip-tedarikini-durduruyor\/","title":{"rendered":"TSMC, \u00c7in’e 7nm ve alt\u0131 \u00e7ip tedarikini durduruyor"},"content":{"rendered":"

<\/span> Tayvanl\u0131 \u015firket TSMC<\/strong>, 11 Kas\u0131m’dan itibaren yapay zeka (AI) ve grafik i\u015fleme birimleri (GPU) alan\u0131nda \u00e7\u00f6z\u00fcmler geli\u015ftiren \u00c7inli m\u00fc\u015fterilere 7nm ve alt\u0131 proses teknolojisi kullan\u0131larak \u00fcretilen \u00e7iplerin tedarikini durduracak. Karar, ABD Ticaret Bakanl\u0131\u011f\u0131<\/strong>‘n\u0131n bask\u0131s\u0131yla al\u0131nd\u0131 ve \u00c7in’in teknolojik hedeflerini ciddi \u015fekilde etkileyebilecek ihracat kontrollerini g\u00fc\u00e7lendirmeyi ama\u00e7l\u0131yor. <\/figure>\n

TSMC’nin \u00c7inli m\u00fc\u015fterilerine g\u00f6nderilen bir bildiriye g\u00f6re, sevkiyatlar\u0131 ask\u0131ya alma karar\u0131, \u00e7iplerin arac\u0131lar vas\u0131tas\u0131yla Huawei’ye aktar\u0131lmas\u0131<\/strong> da dahil olmak \u00fczere ke\u015ffedilen usuls\u00fczl\u00fcklerden<\/strong> kaynaklan\u0131yor. ABD’li d\u00fczenleyiciler uzun s\u00fcredir bu t\u00fcr i\u015fbirliklerine ili\u015fkin endi\u015felerini dile getirerek TSMC’yi stratejik \u00f6nceliklerini yeniden de\u011ferlendirmeye zorluyor. \u00c7inli m\u00fc\u015fterileri terk etmek, \u00c7in pazar\u0131ndaki potansiyel kay\u0131plara ra\u011fmen \u015firketin ABD yapt\u0131r\u0131mlar\u0131ndan ka\u00e7\u0131nmas\u0131n\u0131<\/strong> sa\u011flayacak.<\/p>\n

Bu hamle TSMC’nin \u00c7in’deki pay\u0131n\u0131 ge\u00e7ici olarak azaltacak<\/strong>, ancak \u015firketin \u00f6nemli s\u00fcbvansiyonlar ve uygun krediler almay\u0131 bekledi\u011fi ABD pazar\u0131ndaki konumunu ise g\u00fc\u00e7lendirecek. ABD Kongresi taraf\u0131ndan onaylanan yar\u0131 iletken end\u00fcstrisi destek program\u0131 kapsam\u0131nda TSMC, Arizona’da \u00fc\u00e7 fabrika kurmak i\u00e7in 6,6 milyar dolar<\/strong> s\u00fcbvansiyon ve 5 milyar dolara <\/strong>kadar ek kredi almay\u0131 planl\u0131yor.<\/p>\n

ABD s\u0131k\u0131 kontrol uyguluyor<\/b><\/p>\n

ABD Ticaret Bakanl\u0131\u011f\u0131’n\u0131n s\u0131k\u0131 ihracat kontrolleri, TSMC taraf\u0131ndan<\/strong> \u00fcretilen ve \u00c7in’e g\u00f6nderilen her \u00e7ipin End\u00fcstriyel G\u00fcvenlik B\u00fcrosu (BIS) arac\u0131l\u0131\u011f\u0131yla zorunlu lisanslamadan ge\u00e7mesini gerektiriyor. Bu durum \u00c7inli \u015firketlerin geli\u015fmi\u015f \u00fcretim s\u00fcre\u00e7lerine eri\u015fimi \u00f6n\u00fcnde ciddi engeller<\/strong> olu\u015fturmakta ve yapay zeka, GPU’lar ve otonom s\u00fcr\u00fc\u015f sistemleri (ADAS) alan\u0131ndaki \u00fcr\u00fcnlerinin geli\u015ftirilmesini engellemekte.<\/p>\n

<\/span> TSMC’nin k\u0131s\u0131tlamas\u0131 \u00c7inli \u00fcreticileri yerel \u015firket SMIC<\/strong>‘e y\u00f6nelmek gibi alternatifler aramaya zorluyor. Ancak SMIC’in yetenekleri, TSMC’ye g\u00f6re son derece s\u0131n\u0131rl\u0131. Financial Times’a g\u00f6re, SMIC’in \u00e7ip maliyetleri<\/strong> %40-50 daha y\u00fcksek ve verim y\u00fczdesi TSMC’nin seviyesinin yaln\u0131zca \u00fc\u00e7te biri<\/strong>. SMIC’in y\u00fczde 5,7’lik k\u00fcresel pazar pay\u0131na ra\u011fmen, bu t\u00fcr s\u0131n\u0131rlamalar onu geli\u015fmi\u015f \u00e7\u00f6z\u00fcmlere ihtiya\u00e7 duyan \u00c7inli m\u00fc\u015fteriler i\u00e7in daha az cazip bir se\u00e7enek <\/strong>haline getiriyor. <\/figure>\n<\/p>\n

Kaynak\u00a0 :\u00a0https:\/\/www.donanimhaber.com\/tsmc-cin-e-7nm-ve-alti-cip-tedarikini-durduruyor–184014<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Tayvanl\u0131 \u015firket TSMC, 11 Kas\u0131m’dan itibaren yapay zeka (AI) ve grafik i\u015fleme birimleri (GPU) alan\u0131nda \u00e7\u00f6z\u00fcmler geli\u015ftiren \u00c7inli m\u00fc\u015fterilere 7nm ve alt\u0131 proses teknolojisi kullan\u0131larak \u00fcretilen \u00e7iplerin tedarikini durduracak. Karar, ABD Ticaret …<\/p>\n","protected":false},"author":1,"featured_media":113610,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[431,5512,155,1726],"class_list":["post-113609","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-abd","tag-cinli","tag-sirket","tag-tsmc"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/113609","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=113609"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/113609\/revisions"}],"predecessor-version":[{"id":113613,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/113609\/revisions\/113613"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/113610"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=113609"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=113609"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=113609"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}