{"id":73712,"date":"2025-04-17T09:57:49","date_gmt":"2025-04-17T06:57:49","guid":{"rendered":"https:\/\/www.indir.com\/haber\/?p=73712"},"modified":"2025-04-17T10:01:50","modified_gmt":"2025-04-17T07:01:50","slug":"ascend-910c-tsmc-cipleriyle-uretildi-mi","status":"publish","type":"post","link":"https:\/\/www.indir.com\/haber\/ascend-910c-tsmc-cipleriyle-uretildi-mi\/","title":{"rendered":"Ascend 910C: TSMC \u00c7ipleriyle Mi \u00dcretildi?"},"content":{"rendered":"\n<p>Huawei\u2019nin bu y\u0131l tan\u0131tmay\u0131 planlad\u0131\u011f\u0131 Ascend 910C h\u0131zland\u0131r\u0131c\u0131s\u0131, ABD ihracat k\u0131s\u0131tlamalar\u0131na ra\u011fmen Tayvanl\u0131 d\u00f6k\u00fcmhane TSMC\u2019nin 7 nm yongalar\u0131n\u0131 kulland\u0131\u011f\u0131 iddialar\u0131yla g\u00fcndemde. Sekt\u00f6r analiz firmas\u0131 SemiAnalysis\u2019e g\u00f6re \u00e7ip, \u00c7in\u2019de tasarlansa da \u00fcretim a\u015famas\u0131nda hala k\u00fcresel tedarik zincirine ba\u011f\u0131ml\u0131.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u00dc\u00e7\u00fcnc\u00fc Taraf K\u00f6pr\u00fc: Sophgo\u2019nun Rol\u00fc<\/h2>\n\n\n\n<p>Raporlar, Huawei\u2019nin TSMC kaynakl\u0131 yongalara eri\u015fimini Pekin merkezli \u00e7ip tasar\u0131mc\u0131s\u0131 Sophgo \u00fczerinden sa\u011flad\u0131\u011f\u0131n\u0131 \u00f6ne s\u00fcr\u00fcyor. \u0130ddiaya g\u00f6re \u015firket, yakla\u015f\u0131k 500 milyon dolar de\u011ferinde 7 nm \u00e7ipi stoklayarak Ascend 910C \u00fcretim hatt\u0131na aktard\u0131. Benzer bir y\u00f6ntem daha \u00f6nce Ascend 910B serisinde de tespit edilmi\u015fti ve TSMC, bu nedenle a\u011f\u0131r para cezalar\u0131yla kar\u015f\u0131la\u015fm\u0131\u015ft\u0131.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"900\" src=\"http:\/\/www.indir.com\/haber\/wp-content\/uploads\/2025\/04\/Adsiz-tasarim299.png\" alt=\"\" class=\"wp-image-73713\" title=\"\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">SMIC\u2019in 7 Nm S\u00fcrecinin S\u0131n\u0131rlar\u0131<\/h2>\n\n\n\n<p>\u00c7in\u2019in devlet destekli d\u00f6k\u00fcmhanesi SMIC de 7 nm s\u00fcre\u00e7 sunuyor; ancak verimlilik ve olgunluk seviyesi, Huawei\u2019nin ihtiya\u00e7 duydu\u011fu kapasiteyi hen\u00fcz kar\u015f\u0131layacak noktada g\u00f6r\u00fclm\u00fcyor. Bu nedenle firma, daha kararl\u0131 sonu\u00e7 veren TSMC plakalar\u0131na y\u00f6nelmi\u015f durumda.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u0130hracat K\u0131s\u0131tlamalar\u0131n\u0131n Ger\u00e7ek Etkisi<\/h2>\n\n\n\n<p>ABD\u2019nin hedefi, \u00c7in\u2019in geli\u015fmi\u015f yar\u0131 iletkenlere eri\u015fimini s\u0131n\u0131rlamakt\u0131. Ancak mevcut tablo, yapt\u0131r\u0131mlar\u0131n \u00fc\u00e7\u00fcnc\u00fc taraf kanallarla tamamen bypass edilebildi\u011fini g\u00f6steriyor.<\/p>\n\n\n\n<p>K\u0131s\u0131tlamalar\u0131n neden istenen sonuca ula\u015famad\u0131\u011f\u0131na dair \u00f6ne \u00e7\u0131kan unsurlar \u015funlar:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Stoklama Stratejisi: Yapt\u0131r\u0131m kararlar\u0131 y\u00fcr\u00fcrl\u00fc\u011fe girmeden \u00f6nce b\u00fcy\u00fck hacimli plaka sipari\u015fleri verilmi\u015f olabilir.<\/li>\n\n\n\n<li>Gri Alan Ticareti: Tedarik zincirindeki arac\u0131 firmalar, do\u011frudan yapt\u0131r\u0131m listesinde olmad\u0131klar\u0131 s\u00fcrece yasal bo\u015fluklardan faydalanabiliyor.<\/li>\n\n\n\n<li>K\u00fcresel Ba\u011f\u0131ml\u0131l\u0131k: Y\u00fcksek bant geni\u015flikli HBM bellekten litografi ekipman\u0131na kadar bir\u00e7ok kritik bile\u015fen halen ABD, Japonya ve Hollanda men\u015feli.<\/li>\n<\/ul>\n\n\n\n<p>ABD otoritelerinin, bu dolayl\u0131 tedarik modelini engellemek i\u00e7in daha s\u0131k\u0131 g\u00f6zetim ve yapt\u0131r\u0131m mekanizmalar\u0131 geli\u015ftirmesi bekleniyor. Ancak k\u0131sa vadede Ascend 910C\u2019nin TSMC \u00fcretimli kal\u0131plardan g\u00fc\u00e7 almas\u0131, \u00c7in\u2011ABD yapay zeka rekabetinde yeni bir \u201cDeepSeek\u201d an\u0131 yaratabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Huawei\u2019nin bu y\u0131l tan\u0131tmay\u0131 planlad\u0131\u011f\u0131 Ascend 910C h\u0131zland\u0131r\u0131c\u0131s\u0131, ABD ihracat k\u0131s\u0131tlamalar\u0131na ra\u011fmen Tayvanl\u0131 d\u00f6k\u00fcmhane TSMC\u2019nin 7 nm yongalar\u0131n\u0131 kulland\u0131\u011f\u0131 iddialar\u0131yla g\u00fcndemde. Sekt\u00f6r analiz firmas\u0131 SemiAnalysis\u2019e g\u00f6re \u00e7ip, \u00c7in\u2019de tasarlansa da \u00fcretim a\u015famas\u0131nda hala k\u00fcresel tedarik zincirine ba\u011f\u0131ml\u0131. \u00dc\u00e7\u00fcnc\u00fc Taraf K\u00f6pr\u00fc: Sophgo\u2019nun Rol\u00fc Raporlar, Huawei\u2019nin TSMC kaynakl\u0131 yongalara eri\u015fimini Pekin merkezli \u00e7ip tasar\u0131mc\u0131s\u0131 Sophgo \u00fczerinden sa\u011flad\u0131\u011f\u0131n\u0131 [&hellip;]<\/p>\n","protected":false},"author":78,"featured_media":73714,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[68,7144,135,1959],"class_list":["post-73712","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-cin","tag-cip-2","tag-huawei","tag-tsmc"],"_links":{"self":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/73712","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\/78"}],"replies":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/comments?post=73712"}],"version-history":[{"count":3,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/73712\/revisions"}],"predecessor-version":[{"id":73749,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/73712\/revisions\/73749"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media\/73714"}],"wp:attachment":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media?parent=73712"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/categories?post=73712"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/tags?post=73712"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}