{"id":19606,"date":"2022-03-25T17:30:00","date_gmt":"2022-03-25T14:30:00","guid":{"rendered":"https:\/\/www.indir.com\/haber\/?p=19606"},"modified":"2022-03-25T11:45:34","modified_gmt":"2022-03-25T08:45:34","slug":"cip-krizi-daha-yeni-basliyor","status":"publish","type":"post","link":"https:\/\/www.indir.com\/haber\/cip-krizi-daha-yeni-basliyor\/","title":{"rendered":"\u00c7ip krizi daha yeni ba\u015fl\u0131yor"},"content":{"rendered":"\n

Teknoloji alan\u0131nda chip \u00fcreticilerinin yak\u0131ndan tan\u0131d\u0131\u011f\u0131 ASML, \u00e7ip krizi nedeniyle sipari\u015flerin zaman\u0131nda gelmedi\u011fini s\u00f6yledi.<\/p>\n\n\n\n

Ge\u00e7enlerde, d\u00fcnyan\u0131n yar\u0131 iletken \u00e7iplerini yapmak i\u00e7in ihtiya\u00e7 duydu\u011fu neon t\u00fcr\u00fcn\u00fcn y\u00fczde 45’inden fazlas\u0131n\u0131 \u00fcreten iki Ukraynal\u0131 \u015firketin, Rus sald\u0131r\u0131lar\u0131 sonucunda t\u00fcm \u00e7al\u0131\u015fmalar\u0131n\u0131 durdurma karar\u0131 ald\u0131\u011f\u0131n\u0131 \u00f6\u011frenmi\u015ftik. TMSC gibi b\u00fcy\u00fck bal\u0131klar\u0131n 1-2 ay stokta oldu\u011fu s\u00f6yleniyor ama yazdan \u00f6nce stok sorunlar\u0131 ba\u015fl\u0131yor ve pazardaki k\u00fc\u00e7\u00fck bal\u0131klar Nisan ay\u0131nda bir ay ya\u015fayam\u0131yor. Ancak yeni verilere g\u00f6re \u00e7ip krizi beklenen s\u0131n\u0131r\u0131 a\u015ft\u0131.<\/p>\n\n\n\n

Litografik makineler \u00e7ip krizi nedeniyle piyasada bulunamad\u0131<\/h2>\n\n\n\n

Son a\u00e7\u0131klamalara g\u00f6re Intel ve Samsung gibi firmalar\u0131n kulland\u0131\u011f\u0131 litografik makineler \u00fcreten ASML’nin CEO’su \u00e7ip krizi nedeniyle \u00fcretime ara vermek zorunda kald\u0131. \u015eirketlerin talepleri kar\u015f\u0131lamak i\u00e7in en az iki y\u0131l\u0131 oldu\u011fu s\u00f6yleniyor. ASML CEO’su Peter Wennick, yapt\u0131\u011f\u0131 a\u00e7\u0131klamada Intel CEO’su Pat Gelsinger gibi y\u00f6neticilerle do\u011frudan temas halinde oldu\u011funu s\u00f6yledi. \u00dcz\u00fcc\u00fc olsa da, yeni Intel fabrikas\u0131 tamamland\u0131\u011f\u0131nda onu kuracak bir makine bulamayaca\u011f\u0131n\u0131, bu nedenle Intel’in biraz beklemesi gerekti\u011fini s\u00f6yl\u00fcyor.<\/p>\n\n\n\n

K\u00fcresel \u00e7ip sat\u0131\u015flar\u0131 500 milyar dolar\u0131 a\u015ft\u0131<\/a><\/p>\n\n\n\n

Wennink, sekt\u00f6rdeki talebin her y\u0131l artt\u0131\u011f\u0131n\u0131, bu nedenle bu y\u0131l 2021 ve 2020’ye k\u0131yasla daha fazla makine \u00fcreterek daha fazla sevkiyat yap\u0131lmas\u0131 gerekti\u011fini ancak buna ayak uydurmak i\u00e7in \u00fcretim kapasitelerini y\u00fczde 50’den fazla art\u0131rmalar\u0131 gerekti\u011fini s\u00f6yl\u00fcyor. <\/p>\n\n\n\n

A\u00e7\u0131klamas\u0131na devam eden Venink, tedarik zincirinde 200’\u00fc b\u00fcy\u00fck teknoloji devlerinin \u00fcretim sahas\u0131 olmak \u00fczere 700 firma ile i\u015f birli\u011fi yapt\u0131\u011f\u0131n\u0131, bu y\u00fczden bu firmalar\u0131n \u00f6ncelikleri oldu\u011funu s\u00f6yledi.<\/p>\n\n\n\n

Zaman i\u00e7inde Intel toplam 19 milyar dolarl\u0131k yat\u0131r\u0131m yapt\u0131\u011f\u0131n\u0131 duyurdu. Almanya’da kurulacak bir fabrika dahil 20 milyar dolar\u0131 a\u015fan bir b\u00fct\u00e7eyle Ohio’da da benzer yat\u0131r\u0131mlar yapt\u0131. Rakiplerinden TMSC, \u00f6n\u00fcm\u00fczdeki \u00fc\u00e7 y\u0131l i\u00e7inde toplam 100 milyar dolarl\u0131k geni\u015fleme yat\u0131r\u0131m\u0131 yapaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Samsung ise 10 y\u0131ll\u0131k plan\u0131n\u0131n bir par\u00e7as\u0131 olarak \u00fcretimi 150 milyar dolar art\u0131rmak i\u00e7in yat\u0131r\u0131m yap\u0131yor.<\/p>\n\n\n\n

Ancak ASML’nin dedi\u011fi gibi, y\u00fcz milyarlarca dolar yat\u0131r\u0131m yapan bu \u00e7ip \u00fcreticilerinin, istedikleri \u00fcr\u00fcnlerin \u00f6n\u00fcm\u00fczdeki iki y\u0131l i\u00e7inde piyasada olmayaca\u011f\u0131n\u0131 anlamalar\u0131 gerekiyor. Normal \u00e7al\u0131\u015fmada bile fabrika haz\u0131r oldu\u011funda, \u00fcretim ekipman\u0131n\u0131 sipari\u015f etti\u011finde en ge\u00e7 12 ay sonra teslim edildi\u011fi s\u00f6yleniyor. Bu nedenle teknoloji \u015firketlerinin \u00e7ip sorununun uzun s\u00fcre hayat\u0131m\u0131zda kalaca\u011f\u0131n\u0131 kabullenip bu do\u011frultuda ad\u0131mlar atmalar\u0131 bekleniyor. Ancak sekt\u00f6rdeki rekabette g\u00fcnden g\u00fcne artt\u0131\u011f\u0131ndan \u015firketler as\u0131l sorunu genelde ikinci plana at\u0131yor gibi duruyor.<\/p>\n\n\n\n

Peki siz bu konu hakk\u0131nda ne d\u00fc\u015f\u00fcn\u00fcyorsunuz? Sizce \u00e7ip krizi bu senenin sonlar\u0131na do\u011fru hafifler mi?<\/p>\n","protected":false},"excerpt":{"rendered":"

Teknoloji alan\u0131nda chip \u00fcreticilerinin yak\u0131ndan tan\u0131d\u0131\u011f\u0131 ASML, \u00e7ip krizi nedeniyle sipari\u015flerin zaman\u0131nda gelmedi\u011fini s\u00f6yledi. Ge\u00e7enlerde, d\u00fcnyan\u0131n yar\u0131 iletken \u00e7iplerini yapmak i\u00e7in ihtiya\u00e7 duydu\u011fu neon t\u00fcr\u00fcn\u00fcn y\u00fczde 45’inden fazlas\u0131n\u0131 \u00fcreten iki Ukraynal\u0131 \u015firketin, Rus sald\u0131r\u0131lar\u0131 sonucunda t\u00fcm \u00e7al\u0131\u015fmalar\u0131n\u0131 durdurma karar\u0131 ald\u0131\u011f\u0131n\u0131 \u00f6\u011frenmi\u015ftik. TMSC gibi b\u00fcy\u00fck bal\u0131klar\u0131n 1-2 ay stokta oldu\u011fu s\u00f6yleniyor ama yazdan \u00f6nce stok sorunlar\u0131 […]<\/p>\n","protected":false},"author":10,"featured_media":19609,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[3457],"class_list":["post-19606","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-cip-krizi-daha-yeni-basliyor"],"_links":{"self":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/19606","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=19606"}],"version-history":[{"count":0,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/19606\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media\/19609"}],"wp:attachment":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media?parent=19606"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/categories?post=19606"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/tags?post=19606"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}