{"id":152590,"date":"2025-12-10T17:00:15","date_gmt":"2025-12-10T17:00:15","guid":{"rendered":"https:\/\/kamucalisani.net\/?p=152590"},"modified":"2025-12-10T17:00:15","modified_gmt":"2025-12-10T17:00:15","slug":"tsmcnin-cowos-hatlari-nvidiaya-calisiyor-rakipler-icin-yer-kalmiyor","status":"publish","type":"post","link":"https:\/\/kamucalisani.net\/index.php\/2025\/12\/10\/tsmcnin-cowos-hatlari-nvidiaya-calisiyor-rakipler-icin-yer-kalmiyor\/","title":{"rendered":"TSMC\u2019nin CoWoS hatlar\u0131 Nvidia\u2019ya \u00e7al\u0131\u015f\u0131yor: Rakipler i\u00e7in yer kalm\u0131yor"},"content":{"rendered":"

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<\/span> <\/figure>\n<\/p>\n

Yapay zeka ekosisteminin b\u00fcy\u00fcmesini zorlayan en kritik darbo\u011fazlardan biri haline gelen geli\u015fmi\u015f \u00e7ip paketleme<\/strong> kapasitesinde dengeler h\u0131zla de\u011fi\u015fiyor. Sekt\u00f6r\u00fc yak\u0131ndan takip eden kaynaklar Nvidia<\/strong>\u2019n\u0131n TSMC<\/strong>\u2019nin CoWoS<\/strong> \u00fcretim hatlar\u0131n\u0131 y\u0131llar boyunca dolduracak \u015fekilde rezerve etti\u011fini ve bu durumun rakipler i\u00e7in ciddi bir darbo\u011faza yol a\u00e7t\u0131\u011f\u0131n\u0131 ortaya koyuyor.<\/p>\n

\u00c7ip paketlemede darbo\u011faz art\u0131yor<\/b><\/p>\n

Aktar\u0131lan bilgilere g\u00f6re Nvidia, 2026<\/strong> y\u0131l\u0131na y\u00f6nelik planlamas\u0131nda TSMC\u2019nin CoWoS kapasitesinin y\u00fczde 50\u2019sinden fazlas\u0131n\u0131 \u015fimdiden<\/strong> g\u00fcvence alt\u0131na ald\u0131. Bu devasa pay\u0131n, \u015firketin Blackwell Ultra mimarisinin h\u0131zlanan \u00fcretimine destek olmakla birlikte sonraki nesil Rubin mimarisi i\u00e7in de haz\u0131rl\u0131k niteli\u011fi ta\u015f\u0131d\u0131\u011f\u0131 belirtiliyor. Raporlarda Nvidia\u2019n\u0131n, 2026 y\u0131l\u0131 i\u00e7in 800 bin ila 850 bin wafer<\/strong> sipari\u015fi verdi\u011fi ifade ediliyor ve bu rakam Broadcom ile AMD gibi b\u00fcy\u00fck m\u00fc\u015fterilerin ay\u0131rabildi\u011fi hacimlerin olduk\u00e7a \u00fczerine \u00e7\u0131k\u0131yor.<\/p>\n

TSMC, \u00fcretimin bir k\u0131sm\u0131n\u0131 d\u0131\u015f kaynaklarla geni\u015fletmeye \u00e7al\u0131\u015fsa da geli\u015fmi\u015f paketleme pazar\u0131ndaki CoWoS kapasitesinin b\u00fcy\u00fck \u00e7o\u011funlu\u011funu elinde tutmay\u0131 s\u00fcrd\u00fcr\u00fcyor. Nvidia, Broadcom ve AMD\u2019nin ard\u0131ndan \u015firketin kendi projeleri de \u00f6nemli bir yer kapl\u0131yor. \u00d6te yandan mevcut sipari\u015f planlamas\u0131nda \u00c7in pazar\u0131na y\u00f6nelik H200 AI \u00e7ipleri i\u00e7in gelecek olas\u0131<\/strong> ek taleplerin hen\u00fcz hesaba kat\u0131lmad\u0131\u011f\u0131<\/strong> vurgulan\u0131yor. Bu da Nvidia\u2019n\u0131n ilerleyen d\u00f6nemde \u00e7ok daha y\u00fcksek bir kapasiteye ihtiya\u00e7 duyabilece\u011fi anlam\u0131na geliyor. B\u00f6yle bir senaryoda hem TSMC hem de rakip \u00fcreticiler i\u00e7in kapasite s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n\u0131n daha da a\u011f\u0131rla\u015faca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n

\u015eirket bu bask\u0131y\u0131 azaltmak i\u00e7in \u00fcretim altyap\u0131s\u0131n\u0131 geni\u015fletiyor. TSMC\u2019nin Chiayi\u2019deki AP7 geli\u015fmi\u015f paketleme kompleksinde sekiz farkl\u0131 fabrikan\u0131n in\u015fas\u0131 s\u00fcrerken ABD\u2019de kurulmas\u0131 planlanan iki ileri paketleme tesisinin de haz\u0131rl\u0131klar\u0131 devam ediyor. Arizona\u2019daki \u00fcretimin 2028\u2019de tam kapasiteye ula\u015f\u0131p seri \u00fcretime ge\u00e7mesi bekleniyor. Ancak geni\u015flemeye ra\u011fmen talep art\u0131\u015f\u0131n\u0131n \u00e7ok h\u0131zl\u0131 ilerlemesi nedeniyle arz taraf\u0131ndaki k\u0131s\u0131tlar\u0131n orta vadede varl\u0131\u011f\u0131n\u0131 koruyaca\u011f\u0131 de\u011ferlendiriliyor.<\/p>\n\n

Kaynak\u00a0 :\u00a0https:\/\/www.donanimhaber.com\/tsmc-nin-cowos-hatlari-neredeyse-sadece-nvidia-ya-calisiyor–199547<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Yapay zeka ekosisteminin b\u00fcy\u00fcmesini zorlayan en kritik darbo\u011fazlardan biri haline gelen geli\u015fmi\u015f \u00e7ip paketleme kapasitesinde dengeler h\u0131zla de\u011fi\u015fiyor. Sekt\u00f6r\u00fc yak\u0131ndan takip eden kaynaklar Nvidia\u2019n\u0131n TSMC\u2019nin CoWoS \u00fcretim hatlar\u0131n\u0131 y\u0131llar …<\/p>\n","protected":false},"author":1,"featured_media":152591,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[1328,2284,1726,479],"class_list":["post-152590","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-kapasite","tag-paketleme","tag-tsmc","tag-uretim"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/152590","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=152590"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/152590\/revisions"}],"predecessor-version":[{"id":152593,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/152590\/revisions\/152593"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/152591"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=152590"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=152590"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=152590"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}