{"id":91293,"date":"2024-09-04T04:00:07","date_gmt":"2024-09-04T04:00:07","guid":{"rendered":"https:\/\/kamucalisani.net\/?p=91293"},"modified":"2024-09-04T04:00:07","modified_gmt":"2024-09-04T04:00:07","slug":"cin-cip-yapim-ekipmanlarina-rekor-miktarda-harcama-yapti","status":"publish","type":"post","link":"https:\/\/kamucalisani.net\/index.php\/2024\/09\/04\/cin-cip-yapim-ekipmanlarina-rekor-miktarda-harcama-yapti\/","title":{"rendered":"\u00c7in, \u00e7ip yap\u0131m ekipmanlar\u0131na rekor miktarda harcama yapt\u0131"},"content":{"rendered":"

<\/span> 2024’\u00fcn ilk yar\u0131s\u0131nda \u00c7in<\/strong>, yar\u0131 iletken \u00fcretim<\/strong> ekipmanlar\u0131na 25 milyar dolarl\u0131k<\/strong> yat\u0131r\u0131m yaparak bu alanda G\u00fcney Kore<\/strong>, Tayvan<\/strong> ve ABD<\/strong>‘nin toplam\u0131n\u0131 geride b\u0131rakt\u0131. Yeni bir rapora g\u00f6re \u00c7in’in bu agresif harcama stratejisi \u00fclkenin yar\u0131 iletken \u00fcretimini yerelle\u015ftirme ve Bat\u0131’n\u0131n olas\u0131 ticaret k\u0131s\u0131tlamalar\u0131na kar\u015f\u0131 ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131n\u0131 art\u0131rma \u00e7abalar\u0131n\u0131n bir par\u00e7as\u0131 olarak \u00f6ne \u00e7\u0131k\u0131yor. <\/figure>\n

\u00c7in yar\u0131 iletkenlere para d\u00f6k\u00fcyor<\/b><\/p>\n

\u015eimdiye kadar yap\u0131lan rekor \u00e7ip \u00fcretim ekipman\u0131 yat\u0131r\u0131mlar\u0131 25 milyar dolar ile kay\u0131tlara ge\u00e7se de \u00c7in, yava\u015flamaya niyetli de\u011fil. Rapor, \u00fclkenin y\u0131l sonuna kadar toplam \u00a050 milyar dolar<\/strong> harcayaca\u011f\u0131n\u0131 \u00f6ne s\u00fcr\u00fcyor. \u00c7in’in bu devasa yat\u0131r\u0131mlar\u0131, yar\u0131 iletken end\u00fcstrisinde gelecekteki talep beklentilerini ve yar\u0131 iletken end\u00fcstrisinin genel sa\u011fl\u0131\u011f\u0131na ili\u015fkin beklentilerini g\u00f6steriyor.<\/p>\n

\u00dclkede 2024 ve 2025 y\u0131llar\u0131nda faaliyete ge\u00e7ecek olan bir d\u00fczineden fazla yeni fabrikan\u0131n kurulmas\u0131 planlan\u0131yor. Dolay\u0131s\u0131yla harcamalardaki bu art\u0131\u015f, Semiconductor Manufacturing International Corp<\/strong>. (SMIC) ve Hua Hong<\/strong> gibi \u00fclkenin en \u00fcst d\u00fczey \u00fcreticileriyle s\u0131n\u0131rl\u0131 kalmay\u0131p daha k\u00fc\u00e7\u00fck ve orta \u00f6l\u00e7ekli yonga \u00fcreticilerinin de \u00f6nemli katk\u0131lar\u0131n\u0131 i\u00e7eriyor. Ancak bu yeni fabrikalar k\u0131s\u0131tlamalar nedeniyle geli\u015fmi\u015f litografi makinelerine sahip de\u011fil ve olmayacak.<\/p>\n

<\/span> \u00d6te yandan G\u00fcney Kore, Tayvan ve Kuzey Amerika gibi \u00fclkeler ise ayn\u0131 d\u00f6nemde yat\u0131r\u0131m d\u00fczeylerini d\u00fc\u015f\u00fcrd\u00fc. Ek olarak Applied Materials<\/strong>, Lam Research<\/strong>, KLA<\/strong> (ABD), Tokyo Electron<\/strong> (Japonya) ve ASML<\/strong> (Hollanda) gibi \u015firketler \u00c7inli m\u00fc\u015fterilerinden elde ettikleri gelirlerde kayda de\u011fer art\u0131\u015flar rapor etti. Bu art\u0131\u015flar Applied Materials’ta y\u00fczde 32’den ASML’de y\u00fczde 49’a kadar de\u011fi\u015fen oranlarda ger\u00e7ekle\u015fti. <\/figure>\n

Yar\u0131 iletken sekt\u00f6r\u00fcnde gelecek beklentileri<\/b><\/p>\n

<\/span> \u00c7in’in agresif sat\u0131n al\u0131mlar\u0131, yar\u0131 iletken end\u00fcstrisinin sermaye yo\u011funlu\u011funu son d\u00f6rt y\u0131ld\u0131r \u00fcst \u00fcste y\u00fczde 15<\/strong>‘in \u00fczerine \u00e7\u0131kard\u0131. Bu oran, k\u00fcresel yar\u0131 iletken sat\u0131\u015flar\u0131 gibi sekt\u00f6r\u00fcn arz-talep dengesinin \u00f6nemli bir g\u00f6stergesi olarak kabul ediliyor. 2024’te yar\u0131 iletken end\u00fcstrisinin b\u00fcy\u00fcmesi, b\u00fcy\u00fck \u00f6l\u00e7\u00fcde bellek \u00e7ipleri<\/strong> ve yapay zeka<\/strong> ile ilgili \u00e7iplerin artan talebiyle desteklendi. Otomotiv ve end\u00fcstriyel \u00e7ipler gibi di\u011fer sekt\u00f6rlerdeki talep ise b\u00fcy\u00fcmeye s\u0131n\u0131rl\u0131 bir katk\u0131da bulundu. \u0130lerleyen y\u0131llarda ise bu end\u00fcstrilerin etkisinin artmas\u0131 bekleniyor. <\/figure>\n

\u00c7in’in yeni yar\u0131 iletken tesislerine yapt\u0131\u011f\u0131 harcamalar\u0131n \u00f6n\u00fcm\u00fczdeki iki y\u0131l i\u00e7inde normalle\u015fmesi <\/strong>beklenirken, \u00f6zellikle G\u00fcneydo\u011fu Asya, Amerika, Avrupa ve Japonya’da yar\u0131 iletken ekipmanlar\u0131na y\u00f6nelik k\u00fcresel harcamalar\u0131n artaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. Bu b\u00f6lgelerde, \u00f6n\u00fcm\u00fczdeki y\u0131llarda \u00e7ip \u00fcretim kapasitelerini g\u00fc\u00e7lendirme \u00e7al\u0131\u015fmalar\u0131 h\u0131z kazanacak gibi g\u00f6r\u00fcn\u00fcyor.<\/p>\n\n

Kaynak\u00a0 :\u00a0https:\/\/www.donanimhaber.com\/cin-cip-yapim-ekipmanlarina-rekor-miktarda-harcam–181486<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

2024’\u00fcn ilk yar\u0131s\u0131nda \u00c7in, yar\u0131 iletken \u00fcretim ekipmanlar\u0131na 25 milyar dolarl\u0131k yat\u0131r\u0131m yaparak bu alanda G\u00fcney Kore, Tayvan ve ABD’nin toplam\u0131n\u0131 geride b\u0131rakt\u0131. Yeni bir rapora g\u00f6re \u00c7in’in bu agresif harcama stratejisi \u00fclkenin yar\u0131 iletken …<\/p>\n","protected":false},"author":1,"featured_media":91294,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[453,480,3106],"class_list":["post-91293","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-cin","tag-cip","tag-yari-iletken"],"_links":{"self":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/91293","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=91293"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/91293\/revisions"}],"predecessor-version":[{"id":91298,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/posts\/91293\/revisions\/91298"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media\/91294"}],"wp:attachment":[{"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/media?parent=91293"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/categories?post=91293"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisani.net\/index.php\/wp-json\/wp\/v2\/tags?post=91293"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}