{"id":166958,"date":"2026-01-12T12:12:14","date_gmt":"2026-01-12T12:12:14","guid":{"rendered":"https:\/\/kamucalisani.net\/?p=166958"},"modified":"2026-01-12T12:12:14","modified_gmt":"2026-01-12T12:12:14","slug":"samsung-ve-sk-hynixten-dram-fiyatlarina-yuzde-70lik-dev-zam-yolda","status":"publish","type":"post","link":"https:\/\/kamucalisani.net\/index.php\/2026\/01\/12\/samsung-ve-sk-hynixten-dram-fiyatlarina-yuzde-70lik-dev-zam-yolda\/","title":{"rendered":"Samsung ve SK Hynix\u2019ten DRAM fiyatlar\u0131na y\u00fczde 70\u2019lik dev zam yolda"},"content":{"rendered":"<p><figure> <span> <img decoding=\"async\" src=\"https:\/\/kamucalisani.net\/wp-content\/uploads\/2026\/01\/samsung-ve-sk-hynixten-dram-fiyatlarina-yuzde-70lik-dev-zam-yolda-0-DtjODYqR.jpg\"\/> <\/span> D\u00fcnyan\u0131n en b\u00fcy\u00fck bellek \u00fcreticileri aras\u0131nda yer alan <strong>Samsung ve SK Hynix<\/strong>, artan talep ve s\u0131n\u0131rl\u0131 arz ko\u015fullar\u0131n\u0131 f\u0131rsata \u00e7evirerek <strong>DRAM<\/strong> fiyatlar\u0131nda ciddi art\u0131\u015flara haz\u0131rlan\u0131yor. G\u00fcney Kore kaynaklar\u0131na g\u00f6re iki \u015firket, sunucu s\u0131n\u0131f\u0131 DRAM fiyatlar\u0131n\u0131 ge\u00e7ti\u011fimiz y\u0131l\u0131n son \u00e7eyre\u011fine k\u0131yasla <strong>y\u00fczde 60 ila 70<\/strong> oran\u0131nda art\u0131rmay\u0131 planl\u0131yor. <\/figure>\n<p><b>Y\u00fcksek talep, y\u00fcksek fiyat<\/b><\/p>\n<p>S\u00f6z konusu fiyat art\u0131\u015flar\u0131 en sert \u015fekilde b\u00fcy\u00fck teknoloji \u015firketlerini etkiliyor. Microsoft ve Google\u2019\u0131n olas\u0131 tedarik s\u0131k\u0131nt\u0131lar\u0131na kar\u015f\u0131 piyasada bulabildikleri her DRAM yongas\u0131n\u0131 sat\u0131n almaya y\u00f6neldi\u011fi belirtiliyor. Veri merkezleri d\u0131\u015f\u0131ndaki pazarlarda da tablo farkl\u0131 de\u011fil. PC ve ak\u0131ll\u0131 telefon gibi t\u00fcketici \u00fcr\u00fcnlerinde \u00fcretim maliyetlerinin y\u00fckselmesi beklenirken Asus ba\u015fta olmak \u00fczere bir\u00e7ok donan\u0131m \u00fcreticisinin bu art\u0131\u015flar\u0131 zamanla son kullan\u0131c\u0131 fiyatlar\u0131na yans\u0131tmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n<p>\u00d6te yandan Samsung ve SK Hynix\u2019in art\u0131k uzun vadeli anla\u015fmalar yerine \u00fc\u00e7 ayl\u0131k s\u00f6zle\u015fmeler yapmak istedi\u011fi belirtiliyor. \u00dcreticiler, \u00f6n\u00fcm\u00fczdeki aylarda ve hatta 2027\u2019ye kadar uzanabilecek yeni fiyat art\u0131\u015flar\u0131 bekledikleri i\u00e7in esnek s\u00f6zle\u015fme modellerini tercih ediyor. Baz\u0131 kaynaklara g\u00f6re bu alandaki kriz 2030\u2019lara kadar uzayabilir.<\/p>\n<p>Fiyat art\u0131\u015flar\u0131n\u0131n arkas\u0131ndaki temel nedenlerden biri, <strong>HBM3E<\/strong> bellek \u00fcr\u00fcnlerine y\u00f6nelik ani sipari\u015f patlamas\u0131 olarak g\u00f6steriliyor. Yeni nesil yapay zeka veri merkezleri, y\u00fcksek performansl\u0131 h\u0131zland\u0131r\u0131c\u0131lar ve b\u00fcy\u00fck miktarda h\u0131zl\u0131 belle\u011fe ihtiya\u00e7 duyuyor. HBM3E, Nvidia\u2019n\u0131n H200 h\u0131zland\u0131r\u0131c\u0131lar\u0131nda kullan\u0131l\u0131yor ve bu yongalar\u0131n yak\u0131n zamanda ABD h\u00fck\u00fcmeti taraf\u0131ndan \u00c7in\u2019e ihracat\u0131na onay verilmesi talebi daha da art\u0131rm\u0131\u015f durumda. Bu bask\u0131y\u0131 art\u0131ran bir di\u011fer unsur ise Broadcom\u2019un, <strong>Google\u2019\u0131n TPU\u2019lar\u0131<\/strong> ve \u00f6zel yapay zeka h\u0131zland\u0131r\u0131c\u0131lar\u0131 i\u00e7in HBM3E sipari\u015flerini h\u0131zla y\u00fckseltmesi.<\/p>\n<p>Pazar ara\u015ft\u0131rma \u015firketi <strong>TrendForce\u2019<\/strong>a g\u00f6re DRAM piyasas\u0131ndaki bu y\u00fckseli\u015f dalgas\u0131 k\u0131sa vadede sona ermeyecek. \u015eirket, 2026\u2019n\u0131n ilk \u00e7eyre\u011finde geleneksel <strong>DRAM<\/strong> s\u00f6zle\u015fme fiyatlar\u0131n\u0131n <strong>y\u00fczde 60\u2019a<\/strong> kadar artabilece\u011fini \u00f6ng\u00f6r\u00fcyor. <strong>NAND flash<\/strong> taraf\u0131nda da fiyat art\u0131\u015f\u0131 bekleniyor ancak bunun daha s\u0131n\u0131rl\u0131 olaca\u011f\u0131, maksimum <strong>y\u00fczde 38<\/strong> seviyesinde kalaca\u011f\u0131 tahmin ediliyor. Talebin, yeni \u00fcretim kapasitesinin \u00e7ok \u00fczerinde seyretmesi nedeniyle rekabet\u00e7i kalmak isteyen m\u00fc\u015fterilerin daha y\u00fcksek maliyetleri kabullenmek zorunda kalaca\u011f\u0131 de\u011ferlendiriliyor.<\/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\/samsung-ve-sk-hynix-ten-dram-fiyatlarina-yuzde-70-lik-dev-zam&#8211;200768<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcnyan\u0131n en b\u00fcy\u00fck bellek \u00fcreticileri aras\u0131nda yer alan Samsung ve SK Hynix, artan talep ve s\u0131n\u0131rl\u0131 arz ko\u015fullar\u0131n\u0131 f\u0131rsata \u00e7evirerek DRAM fiyatlar\u0131nda ciddi art\u0131\u015flara haz\u0131rlan\u0131yor. G\u00fcney Kore kaynaklar\u0131na g\u00f6re iki \u015firket, sunucu s\u0131n\u0131f\u0131 DRAM &#8230;<\/p>\n","protected":false},"author":1,"featured_media":166959,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[2925,59],"class_list":["post-166958","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-dram","tag-fiyat"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/166958","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=166958"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/166958\/revisions"}],"predecessor-version":[{"id":166961,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/166958\/revisions\/166961"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/166959"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=166958"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=166958"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=166958"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}