{"id":169995,"date":"2026-01-16T19:24:14","date_gmt":"2026-01-16T19:24:14","guid":{"rendered":"https:\/\/kamucalisani.net\/?p=169995"},"modified":"2026-01-16T19:24:14","modified_gmt":"2026-01-16T19:24:14","slug":"tsmc-rekor-kiran-sonuclara-ragmen-yapay-zeka-balonundan-endiseli","status":"publish","type":"post","link":"https:\/\/kamucalisani.net\/index.php\/2026\/01\/16\/tsmc-rekor-kiran-sonuclara-ragmen-yapay-zeka-balonundan-endiseli\/","title":{"rendered":"TSMC, rekor k\u0131ran sonu\u00e7lara ra\u011fmen yapay zeka balonundan endi\u015feli"},"content":{"rendered":"<p><figure> <span> <img decoding=\"async\" src=\"https:\/\/kamucalisani.net\/wp-content\/uploads\/2026\/01\/tsmc-rekor-kiran-sonuclara-ragmen-yapay-zeka-balonundan-endiseli-0-3B4bJyd9.jpg\"\/> <\/span> TSMC, 2025 y\u0131l\u0131na ait mali sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klad\u0131 ve tarihinde ilk kez y\u0131ll\u0131k <strong>122,42 milyar dolar gelir<\/strong> elde etti\u011fini duyurdu. \u015eirketin bu rekor performans\u0131n\u0131n arkas\u0131ndaki en b\u00fcy\u00fck etken, <strong>yapay zeka ve y\u00fcksek performansl\u0131 hesaplama (HPC)<\/strong> i\u015flemcilerinin sat\u0131\u015flar\u0131 oldu. Bu \u00fcr\u00fcn grubu, 2025 toplam gelirinin <strong>%58\u2019ini<\/strong> olu\u015ftururken, TSMC\u2019nin k\u00fcresel pazardaki pay\u0131n\u0131 art\u0131rmas\u0131 da sonu\u00e7lar\u0131 destekledi. <\/figure>\n<p>Artan talebi kar\u015f\u0131layabilmek ve Tayvan ile Arizona\u2019daki ileri seviye fabrikalar\u0131n ekipman ihtiyac\u0131n\u0131 kar\u015f\u0131lamak amac\u0131yla TSMC, <strong>2026 y\u0131l\u0131 i\u00e7in sermaye harcamalar\u0131n\u0131 52\u201356 milyar dolar aral\u0131\u011f\u0131na \u00e7\u0131karmay\u0131<\/strong> planl\u0131yor. Bu rakam, Intel ve Samsung\u2019un 2025\u2019te yapt\u0131\u011f\u0131 toplam harcamay\u0131 bile a\u015f\u0131yor.<\/p>\n<p><b>&#8220;Yanl\u0131\u015f yat\u0131r\u0131mlar ciddi sonu\u00e7lar do\u011furabilir&#8221;<\/b><\/p>\n<p>Yapay zeka alan\u0131nda bir \u201cbalon\u201d olu\u015fup olu\u015fmad\u0131\u011f\u0131 soruldu\u011funda ise CEO C.C. Wei, bu konuda <strong>son derece temkinli <\/strong>olduklar\u0131n\u0131 belirterek, yanl\u0131\u015f bir yat\u0131r\u0131m karar\u0131n\u0131n TSMC i\u00e7in ciddi sonu\u00e7lar do\u011furabilece\u011fi uyar\u0131s\u0131nda bulundu.<\/p>\n<p>TSMC, k\u0131sa vadede yapay zeka \u00e7iplerine olan talebin d\u00fc\u015fmesini beklemiyor. Bu nedenle \u015firket, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde agresif bir yat\u0131r\u0131m stratejisi izlemeyi s\u00fcrd\u00fcr\u00fcyor. Planlanan harcama b\u00fct\u00e7esinin yakla\u015f\u0131k %10\u2019u \u00f6zel \u00fcretim teknolojilerine, %10\u201320\u2019si geli\u015fmi\u015f paketleme \u00e7\u00f6z\u00fcmlerine, kalan %70\u2019i ise ileri seviye \u00fcretim ekipmanlar\u0131 ve yeni nesil mant\u0131k fabrikalar\u0131n\u0131n in\u015fas\u0131na ayr\u0131lacak.<\/p>\n<p>Yeni fabrikalar\u0131n kurulumu ve ileri \u00fcretim ekipmanlar\u0131n\u0131n devreye al\u0131nmas\u0131 y\u0131llar ald\u0131\u011f\u0131 i\u00e7in, TSMC y\u00f6netimi <strong>yapay zeka talebinin yak\u0131n zamanda \u00e7\u00f6kece\u011fine inanmad\u0131\u011f\u0131n\u0131 <\/strong>a\u00e7\u0131k\u00e7a ortaya koyuyor.\u00a0<\/p>\n<p><b>Yapay zeka ve HPC gelirleri %48 artt\u0131<\/b><\/p>\n<p>2025 y\u0131l\u0131nda elde edilen 122,42 milyar dolarl\u0131k gelirin yakla\u015f\u0131k <strong>71 milyar dolar\u0131<\/strong>, yani <strong>%58\u2019i, AI ve HPC i\u015flemcilerinden<\/strong> geldi. Bu segmentteki gelirler bir \u00f6nceki y\u0131la k\u0131yasla <strong>%48 oran\u0131nda art\u0131\u015f<\/strong> g\u00f6sterdi ve son y\u0131llar\u0131n en y\u00fcksek seviyesine ula\u015ft\u0131.<\/p>\n<p>\u00dcretim teknolojileri a\u00e7\u0131s\u0131ndan bak\u0131ld\u0131\u011f\u0131nda, <strong>ileri \u00fcretim d\u00fc\u011f\u00fcmleri toplam wafer gelirinin %74\u2019\u00fcn\u00fc<\/strong> olu\u015fturdu. Bunun i\u00e7inde <strong>3 nm %24<\/strong>, <strong>5 nm %36<\/strong>, <strong>7 nm ise %14<\/strong> pay ald\u0131.<\/p>\n<p>TSMC, artan talebi kar\u015f\u0131lamak i\u00e7in <strong>2 nm s\u0131n\u0131f\u0131ndaki N2 \u00fcretim s\u00fcrecini<\/strong> Tayvan\u2019daki Fab 20 ve Fab 22 tesislerinde <strong>2025\u2019in son \u00e7eyre\u011finde devreye ald\u0131. <\/strong>\u00d6n\u00fcm\u00fczdeki y\u0131llarda hem N2 hem de A16 teknolojilerini destekleyen yeni \u00fcretim mod\u00fcllerinin faaliyete ge\u00e7mesi planlan\u0131yor.<\/p>\n<p>Arizona\u2019daki<strong> 165 milyar dolarl\u0131k Fab 21 kamp\u00fcs\u00fc<\/strong> kapsam\u0131nda ise ikinci faz\u0131n bina kabu\u011fu tamamland\u0131. Ekipman kurulumu 2026\u2019da ba\u015flayacak ve ilk \u00fcr\u00fcnlerin<strong> 2027\u2019nin ikinci yar\u0131s\u0131nda<\/strong> \u00e7\u0131kmas\u0131 hedefleniyor. \u00dc\u00e7\u00fcnc\u00fc faz\u0131n in\u015fas\u0131 s\u00fcrerken, d\u00f6rd\u00fcnc\u00fc faz ve geli\u015fmi\u015f paketleme tesisi i\u00e7in gerekli izinler de al\u0131nm\u0131\u015f durumda. Ayr\u0131ca \u015firket, kamp\u00fcs\u00fcn geni\u015fletilmesi ve uzun vadeli yapay zeka talebine daha esnek yan\u0131t verebilmek i\u00e7in ek arazi sat\u0131n ald\u0131.<\/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\/tsmc-rekor-kiran-sonuclara-ragmen-yapay-zeka-balonundan-endiseli&#8211;200965<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>TSMC, 2025 y\u0131l\u0131na ait mali sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klad\u0131 ve tarihinde ilk kez y\u0131ll\u0131k 122,42 milyar dolar gelir elde etti\u011fini duyurdu. \u015eirketin bu rekor performans\u0131n\u0131n arkas\u0131ndaki en b\u00fcy\u00fck etken, yapay zeka ve y\u00fcksek performansl\u0131 hesaplama (HPC &#8230;<\/p>\n","protected":false},"author":1,"featured_media":169996,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[8359,141,1726,479,571],"class_list":["post-169995","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-fab","tag-gelir","tag-tsmc","tag-uretim","tag-yapay-zeka"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/169995","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=169995"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/169995\/revisions"}],"predecessor-version":[{"id":169998,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/169995\/revisions\/169998"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/169996"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=169995"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=169995"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=169995"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}