{"id":13849,"date":"2022-01-21T14:26:20","date_gmt":"2022-01-21T11:26:20","guid":{"rendered":"https:\/\/www.indir.com\/haber\/?p=13849"},"modified":"2022-01-21T14:26:25","modified_gmt":"2022-01-21T11:26:25","slug":"tsmc-liderlik-koltugunu-birakmiyor","status":"publish","type":"post","link":"https:\/\/www.indir.com\/haber\/tsmc-liderlik-koltugunu-birakmiyor\/","title":{"rendered":"TSMC liderlik koltu\u011funu b\u0131rakm\u0131yor"},"content":{"rendered":"\n

TSMC, 2030 y\u0131l\u0131na kadar d\u00fcnyan\u0131n en b\u00fcy\u00fck yar\u0131 iletken \u00fcreticisi olmay\u0131 hedefleyen Samsung ile rekabeti k\u0131z\u0131\u015ft\u0131r\u0131yor.<\/p>\n\n\n\n

Samsung, iki y\u0131l \u00f6nce yapt\u0131\u011f\u0131 bir a\u00e7\u0131klamada, 2030 y\u0131l\u0131na kadar d\u00fcnyan\u0131n en b\u00fcy\u00fck yar\u0131 iletken markas\u0131 olma konusundaki b\u00fcy\u00fck plan\u0131n\u0131 duyurmu\u015ftu. Ge\u00e7en y\u0131l \u015firket, yat\u0131r\u0131m plan\u0131n\u0131 115 milyar dolardan 151 milyar dolara \u00e7\u0131kararak b\u00fcy\u00fck bir ad\u0131m att\u0131. Ancak i\u015fler Samsung’un bekledi\u011fi kadar sorunsuz gitmeyebilir. Bunun nedeni, TSMC’nin \u015firket kar\u015f\u0131s\u0131nda g\u00fc\u00e7l\u00fc bir rakip olmas\u0131.<\/p>\n\n\n\n

TSMC, bu sene ki yar\u0131 iletken \u00e7ip yat\u0131r\u0131m\u0131nda Samsung’u geride b\u0131rakt\u0131<\/h2>\n\n\n\n

G\u00fcney Kore medyas\u0131na g\u00f6re TSMC, \u00e7ip i\u015fini geni\u015fletmek i\u00e7in 2022’de 52.2 trilyon won (yakla\u015f\u0131k 44 milyar ABD Dolar\u0131) yat\u0131r\u0131m yapmay\u0131 planl\u0131yor. Buna kar\u015f\u0131l\u0131k Samsung, 45 trilyon won (yakla\u015f\u0131k 37,7 milyar ABD Dolar\u0131) yat\u0131r\u0131m yapmay\u0131 planl\u0131yor. 2020 ve 2021’de Samsung, \u00e7ip \u00fcretimi i\u015fine TSMC’den \u00f6nemli \u00f6l\u00e7\u00fcde daha fazla yat\u0131r\u0131m yapm\u0131\u015f olsa da bu sene TSMC’nin gerisinde kald\u0131.<\/p>\n\n\n\n

Apple ve AMD gibi g\u00fc\u00e7l\u00fc m\u00fc\u015fterilerle TSMC, 2021’de beklenenden \u00e7ok daha iyi performans g\u00f6sterdi. Tayvanl\u0131 \u015firket 2020’ye g\u00f6re %24,9 art\u0131\u015fla 56,8 milyar dolar sat\u0131\u015f ve %40,9 art\u0131\u015fla 23,3 milyar dolar i\u015fletme kar\u0131 elde etti.<\/p>\n\n\n\n

B\u00fcy\u00fck bir kazan\u00e7 elde eden \u015firket, yat\u0131r\u0131m\u0131n\u0131 bu y\u00fcksek kar olarak tutmak yerine do\u011fru bir karar vererek i\u015fleri b\u00fcy\u00fctme f\u0131rsat\u0131n\u0131 g\u00f6zard\u0131 etmedi. Bu sayede ilerleyen y\u0131llarda daha fazla i\u015f \u00fcstlenerek hem kar\u0131n\u0131z\u0131 hem de b\u00fcy\u00fcme h\u0131z\u0131n\u0131z\u0131 kademeli olarak artt\u0131rabilecek. Dolay\u0131s\u0131yla \u015firketin bu y\u0131l Samsung’u geride b\u0131rakaca\u011f\u0131na \u015f\u00fcphe yok.<\/p>\n\n\n\n

Ayr\u0131ca sekt\u00f6r uzmanlar\u0131, Samsung’un 7nm ve 5nm \u00fcretim teknolojilerinin TSMC’nin kar\u015f\u0131l\u0131k gelen s\u00fcre\u00e7leri kadar iyi olmad\u0131\u011f\u0131na inan\u0131yor. Asl\u0131nda 4nm \u00fcretim hatt\u0131n\u0131n bile TSMC’nin 4nm \u00fcretimine k\u0131yasla daha d\u00fc\u015f\u00fck performans g\u00f6stermesi bekleniyor. Sonu\u00e7 olarak, giderek daha fazla m\u00fc\u015fteri gelecekteki \u00fcr\u00fcnler i\u00e7in Tayvanl\u0131 \u015firketle anla\u015fmaya ba\u015flayacak gibi duruyor.<\/p>\n\n\n\n

TSMC \u00e7ip s\u0131k\u0131nt\u0131s\u0131n\u0131 f\u0131rsata \u00e7eviriyor<\/a><\/p>\n\n\n\n

Ancak Samsung, 3nm GAA (GateAllAround) ile bunu tersine \u00e7evirmeyi planl\u0131yor. Koreli \u015firketlerden yeni bir teknoloji olan 3nm GAA i\u015fleminin, 5nm yongalara k\u0131yasla %35 alan tasarrufu, %30 daha y\u00fcksek performans veya %50 daha d\u00fc\u015f\u00fck g\u00fc\u00e7 t\u00fcketimi sunabildi\u011fi bildiriliyor.<\/p>\n\n\n\n

\u015eirket, rakiplerinden en az bir ay \u00f6nce 3nm \u00e7iplerin seri \u00fcretimine ba\u015flamay\u0131 planl\u0131yor. Ama Tayvanl\u0131 \u015firketten de kar\u015f\u0131 hamlenin gecikmeyece\u011fi d\u00fc\u015f\u00fcn\u00fcl\u00fcyor. Hat\u0131rlarsan\u0131z TSMC’de Samsung’un hemen ard\u0131ndan kendi 2nm s\u00fcrecini 2024 y\u0131l\u0131nda ATM teknolojisini hayata ge\u00e7irmeyi planland\u0131\u011f\u0131n\u0131 a\u00e7\u0131klam\u0131\u015ft\u0131.<\/p>\n\n\n\n

Salg\u0131n\u0131n\u0131n ba\u015flang\u0131c\u0131ndan bu yana geli\u015fmi\u015f CPU’lar, GPU’lar, AI i\u015fleme belle\u011fi, bulut altyap\u0131s\u0131, ki\u015fisel bilgi i\u015flem ve geli\u015fmi\u015f mobil cihazlara olan talep \u00f6nemli \u00f6l\u00e7\u00fcde artt\u0131. Asl\u0131nda bu, devam eden bir k\u00fcresel \u00e7ip s\u0131k\u0131nt\u0131s\u0131na yol a\u00e7t\u0131. Bu nedenle, yar\u0131 iletken alan\u0131 y\u00fcksek b\u00fcy\u00fcme alan\u0131 olarak kabul edilir. Samsung ve TSMC bu pastadan daha b\u00fcy\u00fck bir pay almak i\u00e7in ilerleyen d\u00f6nemlerde daha s\u0131k\u0131 rekabet edecek gibi duruyor.<\/p>\n","protected":false},"excerpt":{"rendered":"

TSMC, 2030 y\u0131l\u0131na kadar d\u00fcnyan\u0131n en b\u00fcy\u00fck yar\u0131 iletken \u00fcreticisi olmay\u0131 hedefleyen Samsung ile rekabeti k\u0131z\u0131\u015ft\u0131r\u0131yor. Samsung, iki y\u0131l \u00f6nce yapt\u0131\u011f\u0131 bir a\u00e7\u0131klamada, 2030 y\u0131l\u0131na kadar d\u00fcnyan\u0131n en b\u00fcy\u00fck yar\u0131 iletken markas\u0131 olma konusundaki b\u00fcy\u00fck plan\u0131n\u0131 duyurmu\u015ftu. Ge\u00e7en y\u0131l \u015firket, yat\u0131r\u0131m plan\u0131n\u0131 115 milyar dolardan 151 milyar dolara \u00e7\u0131kararak b\u00fcy\u00fck bir ad\u0131m att\u0131. Ancak i\u015fler […]<\/p>\n","protected":false},"author":10,"featured_media":13850,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[174,1959,2418],"class_list":["post-13849","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-samsung","tag-tsmc","tag-tsmc-liderlik-koltugunu-birakmiyor"],"_links":{"self":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/13849","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/comments?post=13849"}],"version-history":[{"count":0,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/13849\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media\/13850"}],"wp:attachment":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media?parent=13849"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/categories?post=13849"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/tags?post=13849"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}