{"id":73717,"date":"2025-04-17T09:57:17","date_gmt":"2025-04-17T06:57:17","guid":{"rendered":"https:\/\/www.indir.com\/haber\/?p=73717"},"modified":"2025-04-17T09:57:26","modified_gmt":"2025-04-17T06:57:26","slug":"amd-cin-lisans-kisitlamasiyla-800-milyon-dolarlik-darbe","status":"publish","type":"post","link":"https:\/\/www.indir.com\/haber\/amd-cin-lisans-kisitlamasiyla-800-milyon-dolarlik-darbe\/","title":{"rendered":"AMD, \u00c7in Lisans K\u0131s\u0131tlamas\u0131yla 800 Milyon Dolarl\u0131k Darbe"},"content":{"rendered":"\n

ABD\u2019nin yeni yar\u0131 iletken ihracat kurallar\u0131, AMD’yi ciddi bir maliyetle kar\u015f\u0131 kar\u015f\u0131ya b\u0131rakt\u0131. \u015eirket, yapay zeka h\u0131zland\u0131r\u0131c\u0131s\u0131 MI308 i\u00e7in getirilen lisans zorunlulu\u011fu nedeniyle yakla\u015f\u0131k 800 milyon dolar envanter silimi ve sat\u0131n alma y\u00fck\u00fcml\u00fcl\u00fc\u011f\u00fc kar\u015f\u0131l\u0131\u011f\u0131 ay\u0131raca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Bu tutar, AMD\u2019nin 2024 genelinde elde etti\u011fi 1,6 milyar dolar net kar\u0131n tam %50\u2019sine denk geliyor.\u200b<\/p>\n\n\n\n

Lisans Zorunlulu\u011funun Kapsam\u0131<\/h2>\n\n\n\n

ABD Ticaret Bakanl\u0131\u011f\u0131\u2019n\u0131n 16 Nisan 2025\u2019te y\u00fcr\u00fcrl\u00fc\u011fe soktu\u011fu d\u00fczenleme, MI308 ba\u015fta olmak \u00fczere geli\u015fmi\u015f yapay zeka \u00e7iplerinin \u00c7in (Hong Kong ve Makao dahil) ile D:5 listesinde yer alan \u00fclkelere sat\u0131\u015f\u0131n\u0131 ruhsata ba\u011fl\u0131yor. \u015eirket, lisans ba\u015fvurusu yapaca\u011f\u0131n\u0131 bildirse de analistler onay ihtimalini s\u0131n\u0131rl\u0131 g\u00f6r\u00fcyor.\u200b<\/p>\n\n\n\n

Ayn\u0131 g\u00fcn, rakip \u00fcretici NVIDIA da \u00c7in\u2019e \u00f6zel H20 modeline getirilen s\u00fcresiz lisans gereklili\u011fi y\u00fcz\u00fcnden 5,5 milyar dolar tutar\u0131nda gider bekledi\u011fini duyurmu\u015ftu. Bu, MI308 karar\u0131n\u0131n sekt\u00f6r genelindeki yank\u0131s\u0131n\u0131 peki\u015ftiriyor.\u200b<\/p>\n\n\n\n

\"AMD,
AMD, \u00c7in Lisans K\u0131s\u0131tlamas\u0131yla 800 Milyon Dolarl\u0131k Darbe<\/figcaption><\/figure>\n\n\n\n

Bunun AMD\u2019ye olas\u0131 etkilerini \u00f6zetlemek gerekirse:<\/h2>\n\n\n\n

AMD\u2019nin finansal dayan\u0131kl\u0131l\u0131\u011f\u0131 \u00fczerindeki en b\u00fcy\u00fck bask\u0131, yat\u0131r\u0131m\u0131 hen\u00fcz tamamlanmam\u0131\u015f olan MI308 stoklar\u0131n\u0131n h\u0131zla de\u011fer kaybetmesi. \u015eirket, lisans s\u00fcrecinden sonu\u00e7 alamazsa y\u00fcksek performansl\u0131 GPU sto\u011funu farkl\u0131 pazarlara y\u00f6nlendirmek zorunda kalacak.<\/p>\n\n\n\n

Temel G\u00f6stergeler<\/h2>\n\n\n\n

A\u015fa\u011f\u0131daki rakamlar, k\u0131s\u0131tlamalar\u0131n AMD bilan\u00e7osuna olas\u0131 yans\u0131malar\u0131n\u0131 netle\u015ftiriyor:<\/p>\n\n\n\n

    \n
  • 800 Milyon Dolar: MI308\u2019e dair envanter silimi, sat\u0131n alma taahh\u00fcd\u00fc ve kar\u015f\u0131l\u0131k gideri.<\/li>\n\n\n\n
  • %50: Bu giderin, 2024 y\u0131l\u0131ndaki toplam net kara oran\u0131.<\/li>\n\n\n\n
  • 24 %: \u00c7in pazar\u0131n\u0131n, AMD\u2019nin 2024 gelirlerindeki pay\u0131 (yakla\u015f\u0131k).\u200b<\/li>\n<\/ul>\n\n\n\n

    ABD\u2019nin ihracat lisanslar\u0131n\u0131 geni\u015fletme e\u011filimi devam ederse, yaln\u0131zca AMD de\u011fil, di\u011fer ABD\u2019li \u00e7ip \u00fcreticileri de benzer maliyetler a\u00e7\u0131klamak zorunda kalabilir. AMD\u2019nin k\u0131sa vadeli stratejisi, lisans ba\u015fvurusunun sonucuna odaklan\u0131rken, uzun vadede \u00fcretim ve tedarik zincirini ABD d\u0131\u015f\u0131ndaki pazarlar lehine optimize etmek olabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"

    ABD\u2019nin yeni yar\u0131 iletken ihracat kurallar\u0131, AMD’yi ciddi bir maliyetle kar\u015f\u0131 kar\u015f\u0131ya b\u0131rakt\u0131. \u015eirket, yapay zeka h\u0131zland\u0131r\u0131c\u0131s\u0131 MI308 i\u00e7in getirilen lisans zorunlulu\u011fu nedeniyle yakla\u015f\u0131k 800 milyon dolar envanter silimi ve sat\u0131n alma y\u00fck\u00fcml\u00fcl\u00fc\u011f\u00fc kar\u015f\u0131l\u0131\u011f\u0131 ay\u0131raca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Bu tutar, AMD\u2019nin 2024 genelinde elde etti\u011fi 1,6 milyar dolar net kar\u0131n tam %50\u2019sine denk geliyor.\u200b Lisans Zorunlulu\u011funun Kapsam\u0131 […]<\/p>\n","protected":false},"author":78,"featured_media":73719,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[134,67,68],"class_list":["post-73717","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-abd","tag-amd","tag-cin"],"_links":{"self":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/73717","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=73717"}],"version-history":[{"count":3,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/73717\/revisions"}],"predecessor-version":[{"id":73747,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/73717\/revisions\/73747"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media\/73719"}],"wp:attachment":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media?parent=73717"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/categories?post=73717"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/tags?post=73717"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}