{"id":124468,"date":"2025-10-12T21:00:41","date_gmt":"2025-10-12T21:00:41","guid":{"rendered":"https:\/\/kamucalisani.net\/?p=124468"},"modified":"2025-10-12T21:00:41","modified_gmt":"2025-10-12T21:00:41","slug":"bellek-devlerinin-arasina-dorduncu-oyuncu-katiliyor-cinli-cxmt","status":"publish","type":"post","link":"https:\/\/kamucalisani.net\/index.php\/2025\/10\/12\/bellek-devlerinin-arasina-dorduncu-oyuncu-katiliyor-cinli-cxmt\/","title":{"rendered":"Bellek devlerinin aras\u0131na d\u00f6rd\u00fcnc\u00fc oyuncu kat\u0131l\u0131yor: \u00c7inli CXMT"},"content":{"rendered":"<p><figure> <span> <img decoding=\"async\" src=\"https:\/\/kamucalisani.net\/wp-content\/uploads\/2025\/10\/bellek-devlerinin-arasina-dorduncu-oyuncu-katiliyor-cinli-cxmt-0-4KMXZRQv.jpg\"\/> <\/span> \u00c7in merkezli dinamik rastgele eri\u015fim belle\u011fi (<strong>DRAM<\/strong>) \u00fcreticisi Changxin Memory Technologies (<strong>CXMT<\/strong>), \u00f6n\u00fcm\u00fczdeki birka\u00e7 y\u0131l i\u00e7inde k\u00fcresel bellek pazar\u0131n\u0131n y\u00fczde 15&#8217;ine kadar\u0131n\u0131 ele ge\u00e7irebilir. Bu \u00f6ng\u00f6r\u00fc, SSD kontrol\u00f6rleri geli\u015ftiren Silicon Motion Technology&#8217;nin genel m\u00fcd\u00fcr\u00fc Gou Jiazhang taraf\u0131ndan dile getirilmi\u015f durumda. G\u00f6r\u00fcn\u00fc\u015fe g\u00f6re Micron, Samsung ve SK hynix haricinde pazara yeni bir b\u00fcy\u00fck oyuncu daha dahil oluyor. <\/figure>\n<p><b>CXMT&#8217;nin b\u00fcy\u00fcmesi etkileyici<\/b><\/p>\n<p>E\u011fer bu tahmin ger\u00e7ekle\u015firse, CXMT&#8217;nin y\u00fckseli\u015fi k\u00fcresel DRAM piyasas\u0131n\u0131 derinden etkileyebilir. Yakla\u015f\u0131k <strong>\u00fc\u00e7 y\u0131l \u00f6nce<\/strong>, CXMT&#8217;nin k\u00fcresel DRAM pazar\u0131ndaki <strong>pay\u0131<\/strong> <strong>y\u00fczde 2<\/strong>&#8216;nin alt\u0131ndayd\u0131. Ancak \u015firketin DDR4, LPDDR4 ve LPDDR5 \u00fcretim kapasitesindeki art\u0131\u015f, bu oran\u0131 <strong>2024&#8217;te y\u00fczde 10<\/strong> seviyesine \u00e7\u0131karabilir. Gou Jiazhang, CXMT&#8217;nin DDR5 \u00fcretimini art\u0131rmas\u0131yla bu oran\u0131n <strong>2025<\/strong> sonlar\u0131na do\u011fru <strong>y\u00fczde 15\u2019e ula\u015fabilece\u011fini<\/strong> belirtti. \u0130lgin\u00e7 bir \u015fekilde ise pazar takip\u00e7isi TrendForce\u2019un raporlar\u0131nda CXMT g\u00f6r\u00fcnm\u00fcyor.<\/p>\n<p>Medya raporlar\u0131na g\u00f6re, CXMT\u2019nin \u00fcretim kapasitesi 2022\u2019de ayl\u0131k 70.000 wafer i\u015fleminden, 2023\u2019te 120.000\u2019e ve 2024\u2019te 200.000\u2019e \u00e7\u0131kt\u0131. Verimlilik oranlar\u0131n\u0131n da makul seviyede oldu\u011fu d\u00fc\u015f\u00fcn\u00fcl\u00fcrse, CXMT\u2019nin pazar pay\u0131ndaki art\u0131\u015f dikkat \u00e7ekici bir h\u0131zda ger\u00e7ekle\u015fiyor.<\/p>\n<figure> <span> <img decoding=\"async\" src=\"https:\/\/kamucalisani.net\/wp-content\/uploads\/2025\/10\/bellek-devlerinin-arasina-dorduncu-oyuncu-katiliyor-cinli-cxmt-1-c8UGlB5C.jpg\"\/> <\/span> Bu arada XMT ve Fujian Jinhua\u2019n\u0131n DDR4 bellekleri y\u00fczde 50 indirimle satt\u0131\u011f\u0131 belirtiliyor. Bu agresif fiyatland\u0131rma stratejisi, b\u00fcy\u00fck \u00fcreticilerin DDR4 \u00fcretimini azaltmak zorunda kalmas\u0131na yol a\u00e7t\u0131. \u015eimdi ise CXMT&#8217;nin DDR5 \u00fcretimine ge\u00e7i\u015f yapt\u0131\u011f\u0131 bildiriliyor. \u015eirketin, DDR5 piyasas\u0131nda da benzer bir d\u00fc\u015f\u00fck maliyet stratejisi izleyip izlemeyece\u011fi veya k\u00e2rl\u0131l\u0131\u011fa \u00f6ncelik vererek daha y\u00fcksek fiyatlar talep edip etmeyece\u011fi merak konusu. <\/figure>\n<p>CXMT\u2019nin halihaz\u0131rda k\u00fcresel ak\u0131ll\u0131 telefon pazar\u0131n\u0131n yakla\u015f\u0131k y\u00fczde 20&#8217;sine hakim olan <strong>Xiaomi<\/strong> ve <strong>Transsion<\/strong> ile baz\u0131 kazan\u00e7l\u0131 tedarik s\u00f6zle\u015fmeleri oldu\u011fu bildiriliyor. Ayr\u0131ca \u00c7inli <strong>PC \u00fcreticilerine DRAM<\/strong> tedariki de yap\u0131yor. Ancak pazar\u0131n as\u0131l kazan\u00e7l\u0131 k\u0131sm\u0131 olan <strong>kurumsal tarafta firman\u0131n etkisi s\u0131n\u0131rl\u0131<\/strong>. Kurumsal taraf daha g\u00fcvenilir \u00fcreticilerle \u00e7al\u0131\u015fma e\u011filimde oldu\u011fundan CXMT\u2019nin bir \u015feyleri kan\u0131tlamas\u0131 gerekebilir. DRAM pazar\u0131 uzun bir s\u00fcredir agresif fiyat sava\u015flar\u0131ndan ka\u00e7\u0131n\u0131yor, d\u00f6rd\u00fcnc\u00fc bir oyuncunun g\u00fc\u00e7l\u00fc giri\u015fi ile fiyatlarda d\u00fc\u015f\u00fc\u015f ya\u015fanabilir.<\/p>\n\n<p>Kaynak\u00a0 :\u00a0<span style=\"background-color: rgb(255, 249, 236); color: rgb(55, 58, 60); font-size: 14px;\">https:\/\/www.donanimhaber.com\/bellek-devlerinin-arasina-dorduncu-oyuncu-katiliyor-cinli-cxmt&#8211;185846<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u00c7in merkezli dinamik rastgele eri\u015fim belle\u011fi (DRAM) \u00fcreticisi Changxin Memory Technologies (CXMT), \u00f6n\u00fcm\u00fczdeki birka\u00e7 y\u0131l i\u00e7inde k\u00fcresel bellek pazar\u0131n\u0131n y\u00fczde 15&#8217;ine kadar\u0131n\u0131 ele ge\u00e7irebilir. Bu \u00f6ng\u00f6r\u00fc, SSD kontrol\u00f6rleri geli\u015ftiren Silicon Motion &#8230;<\/p>\n","protected":false},"author":1,"featured_media":124469,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[2925,126,479],"class_list":["post-124468","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-dram","tag-pazar","tag-uretim"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/124468","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=124468"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/124468\/revisions"}],"predecessor-version":[{"id":124472,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/124468\/revisions\/124472"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/124469"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=124468"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=124468"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=124468"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}