{"id":54069,"date":"2023-12-27T12:04:50","date_gmt":"2023-12-27T09:04:50","guid":{"rendered":"https:\/\/www.indir.com\/haber\/?p=54069"},"modified":"2023-12-27T12:04:54","modified_gmt":"2023-12-27T09:04:54","slug":"apple-zammi-yolda-2-nm-uretim-maliyetleri-neye-yol-acacak","status":"publish","type":"post","link":"https:\/\/www.indir.com\/haber\/apple-zammi-yolda-2-nm-uretim-maliyetleri-neye-yol-acacak\/","title":{"rendered":"Apple zamm\u0131 yolda: 2 nm \u00fcretim maliyetleri neye yol a\u00e7acak"},"content":{"rendered":"\n

Tayvan Yar\u0131 \u0130letken \u00dcretim \u015eirketi (TSMC), ileri teknolojiye sahip olan yar\u0131 iletken \u00fcretim s\u00fcre\u00e7lerinin maliyetlerinin artaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyor.<\/p>\n\n\n\n

TSMC\u2019nin \u015fu anda seri \u00fcretimdeki geli\u015fmi\u015f teknolojisi 3 nanometre olup Tayvan bas\u0131n\u0131nda yer alan rapora g\u00f6re 3 nanometrenin ve yeni \u00e7\u0131kacak 2 nanometrenin ileriye do\u011fru \u00f6nemli bir \u00f6l\u00e7\u00fcde artaca\u011f\u0131 d\u00fc\u015f\u00fcn\u00fclen maliyetleri yapay zeka pazar\u0131n\u0131 dibe \u00e7ekecek.<\/p>\n\n\n\n

\"TSMC\u2019nin<\/figure>\n\n\n\n

TSMC\u2019nin artan \u00fcretim maliyetlerinin pazar\u0131 k\u00f6kten de\u011fi\u015ftirmesi bekleniyor<\/h2>\n\n\n\n

2023\u2019\u00fcn sonuna do\u011fru gelen bu haber ile analistler, maliyet art\u0131\u015flar\u0131n\u0131n Apple\u2019\u0131n \u00fcr\u00fcnlerinin \u00fcretim s\u00fcre\u00e7lerini etkileyebilece\u011fini a\u00e7\u0131klad\u0131lar. Ayr\u0131ca TSMC\u2019nin 2 nanometre teknolojisinin levha ba\u015f\u0131 maliyetin 30 bin dolara kadar y\u00fckselebilece\u011fini belirttiler.<\/p>\n\n\n\n

Zorlu ekonomik s\u00fcre\u00e7 gelirinde d\u00fc\u015f\u00fc\u015f ya\u015famalar\u0131na ra\u011fmen TSMC gibi firmalar de\u011ferlerini korudu. Ancak i\u015flerin tersine d\u00f6nme ihtimali de var. Zira TSMC\u2019nin mevcuttaki 3 nanometrelik levhalar\u0131n\u0131n yakla\u015f\u0131k olarak 20 bin dolara mal edildi\u011fi belirtiliyor.<\/p>\n\n\n\n

Fakat yeni \u00fcretim s\u00fcrecinde levha ba\u015f\u0131 maliyetin 25-30 bin dolara kadar \u00e7\u0131kabilece\u011fi s\u00f6yleniyor. Raporlarda 2 nanometrelik \u00fcr\u00fcnlerdeki y\u00fczde 50\u2019lik fiyat art\u0131\u015f\u0131n\u0131n en b\u00fcy\u00fck etkisinin Apple \u00fczerinde olaca\u011f\u0131 d\u00fc\u015f\u00fcn\u00fcl\u00fcyor. Bu durum da fiyat art\u0131\u015f\u0131 Apple \u00fcr\u00fcnleri ile birlikte pazara yans\u0131yabilir.<\/p>\n\n\n\n

\u0130lerleyen s\u00fcre\u00e7te NVIDIA ve AMD gibi \u015firketlerin de b\u00fct\u00e7elerinin zorland\u0131\u011f\u0131 g\u00f6r\u00fclebilir. Di\u011fer bir yandan NVIDIA\u2019n\u0131n yeni nesil grafik i\u015flemcilerinde kullanaca\u011f\u0131 3 nanometre teknolojisi ve 2 nanometre \u00fcretiminin ilk dalgas\u0131 i\u00e7in y\u00fcksek \u00e7ip maliyetlerinin y\u00fck\u00fcn\u00fcn direk olarak Apple\u2019\u0131n omuzlar\u0131na binece\u011fi s\u00f6yleniyor.<\/p>\n\n\n\n

Grafik i\u015flemcisi ve i\u015flemcileri daha y\u00fcksek g\u00fcce sahip oldu\u011fundan NVIDIA ve AMD genellikle geli\u015fmi\u015f \u00e7ip teknolojilerinin ilk seri \u00fcretiminde y\u00fcksek maliyetlere kar\u015f\u0131 yal\u0131t\u0131lm\u0131\u015f durumda. Fakat 20 bin dolarl\u0131k 3 nanometrelik levha, talebin \u00f6nceki kapasiteyi a\u015fmas\u0131 ile daha pahal\u0131 hale gelebilir.<\/p>\n\n\n\n

Samsung ve TSMC gibi firmalar\u0131n ise sabit kapasiteleri var ve talebin arz\u0131 a\u015faca\u011f\u0131na ikna olurlarsa, yeni tesislere yap\u0131lan ilk yat\u0131r\u0131m maliyeti de genellikle m\u00fc\u015fteriye yans\u0131yor. \u00d6zellikle TSMC, ge\u00e7en y\u0131l ya\u015fad\u0131\u011f\u0131 sert kabustan sonra \u00fcretimi a\u015f\u0131r\u0131 geni\u015fletmeden \u00f6nce iki kez d\u00fc\u015f\u00fcnecek.<\/p>\n","protected":false},"excerpt":{"rendered":"

Tayvan Yar\u0131 \u0130letken \u00dcretim \u015eirketi (TSMC), ileri teknolojiye sahip olan yar\u0131 iletken \u00fcretim s\u00fcre\u00e7lerinin maliyetlerinin artaca\u011f\u0131n\u0131 d\u00fc\u015f\u00fcn\u00fcyor. TSMC\u2019nin \u015fu anda seri \u00fcretimdeki geli\u015fmi\u015f teknolojisi 3 nanometre olup Tayvan bas\u0131n\u0131nda yer alan rapora g\u00f6re 3 nanometrenin ve yeni \u00e7\u0131kacak 2 nanometrenin ileriye do\u011fru \u00f6nemli bir \u00f6l\u00e7\u00fcde artaca\u011f\u0131 d\u00fc\u015f\u00fcn\u00fclen maliyetleri yapay zeka pazar\u0131n\u0131 dibe \u00e7ekecek. TSMC\u2019nin artan […]<\/p>\n","protected":false},"author":55,"featured_media":54070,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[53],"tags":[104],"class_list":["post-54069","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-girisimcilik","tag-apple"],"_links":{"self":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/54069","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\/55"}],"replies":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/comments?post=54069"}],"version-history":[{"count":0,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/54069\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media\/54070"}],"wp:attachment":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media?parent=54069"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/categories?post=54069"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/tags?post=54069"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}