{"id":60003,"date":"2024-06-26T13:12:06","date_gmt":"2024-06-26T13:12:06","guid":{"rendered":"https:\/\/kamucalisani.net\/?p=60003"},"modified":"2024-06-26T13:12:06","modified_gmt":"2024-06-26T13:12:06","slug":"tsmc-uretim-teknolojilerine-zam-yapacak-fiyatlar-artabilir-2","status":"publish","type":"post","link":"https:\/\/kamucalisani.net\/index.php\/2024\/06\/26\/tsmc-uretim-teknolojilerine-zam-yapacak-fiyatlar-artabilir-2\/","title":{"rendered":"TSMC, \u00fcretim teknolojilerine zam yapacak: Fiyatlar artabilir"},"content":{"rendered":"

<\/span> D\u00fcnyan\u0131n en b\u00fcy\u00fck ba\u011f\u0131ms\u0131z yar\u0131 iletken \u00fcreticisi olan TSMC<\/strong>\u2019nin \u00f6n\u00fcm\u00fczdeki y\u0131l i\u00e7in bir zam haz\u0131rl\u0131\u011f\u0131nda oldu\u011fu bildiriliyor. TSMC\u2019nin birka\u00e7 g\u00fcn \u00f6nce 3nm \u00fcretim kapasitesinin yapay zeka talebine yeti\u015femedi\u011fi iddia edilmi\u015fti. Yeni rapor g\u00f6r\u00fcn\u00fc\u015fe g\u00f6re bu bilgiye dayan\u0131yor. Talebe yeti\u015femeyen TSMC\u2019nin ise \u00fcretim s\u00fcre\u00e7lerinde maliyet art\u0131\u015f\u0131<\/strong> yapaca\u011f\u0131 ve bunun da sekt\u00f6r genelinde bir fiyat art\u0131\u015f\u0131yla sonu\u00e7lanabilece\u011fi belirtiliyor. <\/figure>\n

TSMC zam yapabilir<\/b><\/p>\n

TSMC, 3nm arz\u0131nda inan\u0131lmaz bir taleple kar\u015f\u0131 kar\u015f\u0131ya. AMD, Apple, Nvidia, Qualcomm<\/strong> ve hatta Intel <\/strong>bile firman\u0131n m\u00fc\u015fterileri aras\u0131nda bulunuyor. Hem yapay zeka \u00fcr\u00fcnleri hem de t\u00fcketici \u00fcr\u00fcnleri firman\u0131n 3nm s\u00fcre\u00e7leriyle in\u015fa ediliyor. Aktar\u0131lanlara g\u00f6re TSMC\u2019nin \u00fcretim kapasitesi 2026\u2019ya kadar <\/strong>\u015fimdiden dolmu\u015f durumda.<\/p>\n

Bu ba\u011flamda yay\u0131nlanan yeni bir rapor TSMC’nin 3nm <\/strong>\u00fczerinde bir fiyat ayarlamas\u0131 yaparak en az y\u00fczde 5<\/strong>\u2019lik bir art\u0131\u015fa gidece\u011fi s\u00f6yleniyor. Bunun yan\u0131nda \u00f6zellikle yapay zeka GPU\u2019lar\u0131 ve \u00fcr\u00fcnlerinde kullan\u0131lan geli\u015fmi\u015f paketleme teknolojisi CoWoS <\/strong>i\u00e7in de y\u00fczde 20\u2019ye varan<\/strong> bir fiyat art\u0131\u015f\u0131 ya\u015fanabilir.<\/p>\n

\u00d6te yandan TSMC her iki \u00fcretim ban\u0131nda da kapasiteyi art\u0131rmaya \u00e7al\u0131\u015f\u0131yor. Baz\u0131 olgun \u00fcretim s\u00fcre\u00e7leri 3nm s\u00fcrecine kayd\u0131r\u0131l\u0131rken paketleme tesisleri de devreye al\u0131n\u0131yor. Firman\u0131n ABD ba\u015fta olmak \u00fczere yeni tesis kurulumlar\u0131 da s\u00fcr\u00fcyor. Firman\u0131n 2024 y\u0131l\u0131n\u0131n 3. \u00e7eyre\u011finde, ayl\u0131k CoWoS \u00fcretim kapasitesinin ayda 17.000 par\u00e7adan 33.000 par\u00e7aya \u00e7\u0131kmas\u0131 bekleniyor ki bu da \u00fcretim kapasitesinde iki kat\u0131na yak\u0131n bir art\u0131\u015f anlam\u0131na geliyor.<\/p>\n

\u00d6te yandan rapor, sadece 3nm ve CoWoS \u00f6zelinde de\u011fil, di\u011fer paketleme ve \u00fcretim s\u00fcre\u00e7lerinde de fiyat ayarlamas\u0131ndan bahsediyor. Yapay zeka i\u00e7in 3nm\u2019ye ek olarak 4nm ve 5nm s\u00fcre\u00e7leri de yo\u011fun talep g\u00f6r\u00fcyor. Ayn\u0131 zamanda geli\u015fmi\u015f paketleme \u00fcretim kapasitesindeki eksikli\u011fin 600.000’den fazla par\u00e7an\u0131n \u00fcretilmesinin beklendi\u011fi 2025 y\u0131l\u0131na kadar devam edece\u011fi s\u00f6yleniyor. Fiyat art\u0131\u015flar\u0131yla birlikte hem t\u00fcketicilere y\u00f6nelik hem de veri merkezlerine y\u00f6nelik \u00e7iplerde bir fiyat art\u0131\u015f\u0131 ya\u015fanmas\u0131 olas\u0131.<\/p>\n\n

Kaynak\u00a0 :\u00a0https:\/\/www.donanimhaber.com\/tsmc-uretim-teknolojilerine-zam-yapacak-fiyatlar-artabilir–178549<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

D\u00fcnyan\u0131n en b\u00fcy\u00fck ba\u011f\u0131ms\u0131z yar\u0131 iletken \u00fcreticisi olan TSMC\u2019nin \u00f6n\u00fcm\u00fczdeki y\u0131l i\u00e7in bir zam haz\u0131rl\u0131\u011f\u0131nda oldu\u011fu bildiriliyor. TSMC\u2019nin birka\u00e7 g\u00fcn \u00f6nce 3nm \u00fcretim kapasitesinin yapay zeka talebine yeti\u015femedi\u011fi iddia edilmi\u015fti. Yeni rapor g\u00f6r\u00fcn\u00fc\u015fe …<\/p>\n","protected":false},"author":1,"featured_media":60004,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[483,1197,59,2732,1726],"class_list":["post-60003","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-3nm","tag-artis","tag-fiyat","tag-surecleri","tag-tsmc"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/60003","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=60003"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/60003\/revisions"}],"predecessor-version":[{"id":60006,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/60003\/revisions\/60006"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/60004"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=60003"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=60003"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=60003"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}