{"id":74043,"date":"2024-08-01T07:24:11","date_gmt":"2024-08-01T07:24:11","guid":{"rendered":"https:\/\/kamucalisani.net\/?p=74043"},"modified":"2024-08-01T07:24:11","modified_gmt":"2024-08-01T07:24:11","slug":"samsungun-hbm3e-bellekleri-nvidia-icin-birkac-ay-daha-bekleyecek-iste-surecte-yasananlar","status":"publish","type":"post","link":"https:\/\/kamucalisani.net\/index.php\/2024\/08\/01\/samsungun-hbm3e-bellekleri-nvidia-icin-birkac-ay-daha-bekleyecek-iste-surecte-yasananlar\/","title":{"rendered":"Samsung\u2019un HBM3E bellekleri Nvidia i\u00e7in birka\u00e7 ay daha bekleyecek: \u0130\u015fte s\u00fcre\u00e7te ya\u015fananlar"},"content":{"rendered":"

<\/span> Samsung<\/strong>, yapay zeka pazar\u0131 i\u00e7in hayati \u00f6nem ta\u015f\u0131yan bellek yongalar\u0131n\u0131n geli\u015ftirilmesinde ya\u015fad\u0131\u011f\u0131 bir dizi sorunun ard\u0131ndan rakibi SK Hynix<\/strong> ile aras\u0131ndaki fark\u0131 kapatmaya ba\u015flad\u0131. Samsung\u2019un HBM3 <\/strong>belleklerinin Nvidia<\/strong>\u2019n\u0131n \u00c7in\u2019e \u00f6zel yapay zeka GPU\u2019lar\u0131 i\u00e7in onay ald\u0131\u011f\u0131 belirtilirken en yeni geli\u015fmi\u015f HBM3E <\/strong>i\u00e7in de gerekli onay\u0131n 2 ila 4 ay i\u00e7inde <\/strong>verilece\u011fi bildiriliyor. <\/figure>\n

Samsung daha \u00f6nce b\u00f6yle bir konuma d\u00fc\u015fmedi<\/b><\/p>\n

Samsung, \u00f6l\u00e7e\u011finden ve m\u00fchendislik uzmanl\u0131\u011f\u0131ndan yararlanarak bellek yongalar\u0131nda pazar\u0131n \u00f6nc\u00fcs\u00fc ve lideri konumundayd\u0131. Genel pazarda halen daha \u00f6yle olsa da HBM pazar\u0131nda SK Hynix lider <\/strong>durumda. Uzmanlar ise Samsung’u daha \u00f6nce hi\u00e7 bu konumda g\u00f6rmediklerinin<\/strong> alt\u0131n\u0131 \u00e7izerken sekt\u00f6r\u00fcn ve Nvidia’n\u0131n Samsung’a herkesten daha fazla ihtiyac\u0131 oldu\u011funu s\u00f6yl\u00fcyor.<\/p>\n

<\/span> Morgan Stanley’e g\u00f6re HBM <\/strong>pazar\u0131n\u0131n ge\u00e7en y\u0131l 4 milyar dolardan 2027’de 71 milyar dolara<\/strong> y\u00fckselece\u011fi tahmin ediliyor. Samsung, yapay zeka h\u0131zland\u0131r\u0131c\u0131lar\u0131 \u00fcretiminde lider olan Nvidia’n\u0131n onay\u0131n\u0131 ne kadar h\u0131zl\u0131 al\u0131rsa, bu art\u0131\u015ftan o kadar fazla gelir elde edebilir. Samsung, ikinci \u00e7eyrek sonu\u00e7lar\u0131n\u0131 a\u00e7\u0131klarken HBM3E belleklerde y\u0131l\u0131n ikinci yar\u0131s\u0131nda kapasite art\u0131r\u0131ma giderek yapay zekada talebi kar\u015f\u0131layacaklar\u0131n\u0131 s\u00f6yledi. Bu, firman\u0131n Nvidia’dan HBM3E i\u00e7in gerekli sertifika onay\u0131 alaca\u011f\u0131na i\u015faret ediyor. Samsung, y\u0131l\u0131n ikinci \u00e7eyre\u011finde bellek i\u015finde toparlanma g\u00f6rerek k\u00f6t\u00fc gidi\u015fate dur demeyi ba\u015fard\u0131. <\/figure>\n

Bloomberg\u2019in raporuna g\u00f6re Samsung\u2019un HBM belleklerde (daha \u00e7ok HBM3 ve HBM3E) ya\u015fad\u0131\u011f\u0131 sorun termal, yani s\u0131cakl\u0131k<\/strong>. Bilindi\u011fi \u00fczere HBM bellekler \u00fcst \u00fcste y\u0131\u011f\u0131lm\u0131\u015f bellek yongalar\u0131ndan olu\u015fuyor. Bu yongalar\u0131n her biri belirli bir \u0131s\u0131 \u00fcretiyor. Samsung, DRAM’in her katman\u0131n\u0131 yal\u0131tmak i\u00e7in TC-NCF<\/strong> (thermal compression non-conductive film)\u00a0ad\u0131 verilen bir \u0131s\u0131 y\u00f6netimi stratejisi kullan\u0131yordu. SK Hynix ise \u0131s\u0131 da\u011f\u0131l\u0131m\u0131n\u0131 ve \u00fcretim verimini iyile\u015ftirmek i\u00e7in farkl\u0131 bir alternatifle ba\u015far\u0131l\u0131 oldu.<\/p>\n

Lider de\u011fi\u015fikli\u011fi i\u015fleri ray\u0131na soktu<\/b><\/p>\n

<\/span> Daha \u00f6nceki haberlerimizde aktard\u0131\u011f\u0131m\u0131z \u00fczere Samsung, yar\u0131 iletken biriminin ba\u015fkan\u0131n\u0131 de\u011fi\u015ftirme karar\u0131 alarak Kye Hyun Kyung\u2019un yerine Young Hyun Jun<\/strong>‘u may\u0131s ay\u0131nda atad\u0131. Samsung’a 2000 y\u0131l\u0131nda kat\u0131lan ve DRAM ve flash bellek \u00e7iplerinin geli\u015ftirilmesine yard\u0131mc\u0131 olan Jun liderli\u011finde k\u00f6kl\u00fc de\u011fi\u015fiklikler uyguland\u0131. At\u0131lan ad\u0131mlar neticesinde ise Samsung, \u0131s\u0131nma ve g\u00fc\u00e7 t\u00fcketimi sorunlar\u0131n\u0131 ele almak i\u00e7in HBM tasar\u0131m\u0131n\u0131 de\u011fi\u015ftirdi.<\/strong> Bu da Nvidia i\u00e7in HBM3’\u00fcn onaylanmas\u0131na yol a\u00e7t\u0131.<\/strong> Bu bellekler \u00c7in i\u00e7in \u00f6zelle\u015ftirilmi\u015f bir \u00fcr\u00fcn olan Nvidia H20<\/strong> \u00e7iplerinde kullan\u0131lacak. <\/figure>\n

HBM3E ise bu y\u0131l ilk kez Nvidia’n\u0131n SK Hynix \u00e7ipini kendi H200’\u00fc ile e\u015fle\u015ftirmesiyle piyasada yer edindi. Ayr\u0131ca Micron bu y\u0131l\u0131n ba\u015flar\u0131nda Nvidia’n\u0131n HBM3E \u00e7iplerini \u015firketin yapay zeka donan\u0131m\u0131nda kullan\u0131lmak \u00fczere onaylad\u0131\u011f\u0131n\u0131 duyurmu\u015ftu.<\/p>\n

\u00d6te yandan Samsung i\u00e7in hi\u00e7bir \u015fey bitmi\u015f de\u011fil zira Nvidia, neredeyse t\u00fcm \u00fcr\u00fcnlerin HBM3E\u2019yi kullanacak. Benzer \u015fekilde AMD\u2019de HBM3E\u2019ye y\u00f6nelecek. 2026\u2019ya kadar HBM3E pazar\u0131 ciddi oranda b\u00fcy\u00fcyecek. Bu noktada ise Samsung\u2019a olan ihtiya\u00e7 hayati \u00f6nem ta\u015f\u0131yor. Ne Sk Hynix ne de Micron, finansal olarak veya \u00fcretim kapasitesi olarak Samsung ile yar\u0131\u015famaz. Samsung, onay kriterlerini kar\u015f\u0131lad\u0131\u011f\u0131nda \u00fcretimi h\u0131zla art\u0131rabilir ve rekabet\u00e7i fiyatlarla Nvidia\u2019ya tedarik edebilir.<\/p>\n

\u0130leriye bakt\u0131\u011f\u0131m\u0131zda Samsung, 8 katmanl\u0131 ve 12 katmanl\u0131 HBM3E 12H belleklere sahip. SK Hynix de ayn\u0131 \u015fekilde 12 katmanl\u0131 HBM3E yongalar\u0131n\u0131 seri olarak \u00fcretmeyi ve d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte bir m\u00fc\u015fteriye tedarik etmeye ba\u015flamay\u0131 planl\u0131yor.<\/p>\n\n

Kaynak\u00a0 :\u00a0https:\/\/www.donanimhaber.com\/samsung-un-hbm3e-bellekleri-nvidia-icin-birkac-ay-daha-bekleyecek–180114<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Samsung, yapay zeka pazar\u0131 i\u00e7in hayati \u00f6nem ta\u015f\u0131yan bellek yongalar\u0131n\u0131n geli\u015ftirilmesinde ya\u015fad\u0131\u011f\u0131 bir dizi sorunun ard\u0131ndan rakibi SK Hynix ile aras\u0131ndaki fark\u0131 kapatmaya ba\u015flad\u0131. Samsung\u2019un HBM3 belleklerinin Nvidia\u2019n\u0131n \u00c7in\u2019e \u00f6zel yapay zeka …<\/p>\n","protected":false},"author":1,"featured_media":74044,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[586,164,2133,175],"class_list":["post-74043","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-bellek","tag-nvidia","tag-onay","tag-samsung"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/74043","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=74043"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/74043\/revisions"}],"predecessor-version":[{"id":74048,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/74043\/revisions\/74048"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/74044"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=74043"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=74043"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=74043"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}