{"id":78954,"date":"2025-07-11T16:00:00","date_gmt":"2025-07-11T13:00:00","guid":{"rendered":"https:\/\/www.indir.com\/haber\/?p=78954"},"modified":"2025-07-11T15:47:30","modified_gmt":"2025-07-11T12:47:30","slug":"tsmcnin-yapay-zeka-talebi-ile-rekor-artisi","status":"publish","type":"post","link":"https:\/\/www.indir.com\/haber\/tsmcnin-yapay-zeka-talebi-ile-rekor-artisi\/","title":{"rendered":"TSMC\u2019nin Yapay Zeka Talebi ile Rekor Art\u0131\u015f\u0131"},"content":{"rendered":"\n<p>TSMC 2025 ikinci \u00e7eyrek sat\u0131\u015f de\u011felendirmesi yap\u0131ld\u0131; yapay zeka \u00e7iplerinin talep art\u0131\u015flar\u0131 sat\u0131\u015f rakamlar\u0131na da yans\u0131d\u0131, piyasa beklentilerini a\u015ft\u0131.<\/p>\n\n\n\n<p>TSMC&nbsp; d\u00fcnyan\u0131n en b\u00fcy\u00fck yar\u0131 iletken \u015firketidir. 1987 y\u0131l\u0131nda Tayvan&#8217;da kurulmu\u015ftur. \u015eirket \u00e7ip tasarlamaz sadece ba\u015fka \u015firketler taraf\u0131ndan tasarlanan \u00e7iplerin \u00fcretimi yapar. Teknoloji devlerinin tasarlad\u0131klar\u0131 \u00e7iplerin \u00fcretimini \u00fcstlenir. Sadece \u00fcretim yap\u0131ld\u0131\u011f\u0131 i\u00e7in bu model d\u00f6k\u00fcmhane olarak adland\u0131r\u0131l\u0131r.&nbsp;<\/p>\n\n\n\n<p>Daha detayl\u0131 inceleyecek olursak; g\u00fcn\u00fcm\u00fczde Apple, NVIDIA, AMD isimli dev markalar\u0131n\u0131n \u00e7ip \u00fcretiminde rol almaktad\u0131r. Yani kulland\u0131\u011f\u0131m\u0131z bir\u00e7ok elektronik e\u015fya i\u00e7in \u00e7ip \u00fcretiminin TSMC taraf\u0131ndan yap\u0131ld\u0131\u011f\u0131n\u0131 s\u00f6ylemek m\u00fcmk\u00fcn. \u015eirket \u00e7ip \u00fcretiminde \u00f6nc\u00fc konumdad\u0131r.&nbsp;<\/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\/07\/imza-1600-900-29.png\" alt=\"TSMC 2025 ikinci \u00e7eyrek\" class=\"wp-image-78960\" title=\"\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>TSMC 2025 \u0130kinci \u00c7eyrek Sat\u0131\u015f Rakamlar\u0131<\/strong><\/h2>\n\n\n\n<p>\u015eirket 2025 y\u0131l\u0131na ait ikinci \u00e7eyrek sat\u0131\u015f sonu\u00e7lar\u0131n\u0131 \u00e7\u0131kard\u0131. Sonu\u00e7lara g\u00f6re yapay zeka \u00e7iplerinin talebindeki art\u0131\u015f sat\u0131\u015flar\u0131 artmas\u0131nda etkili oldu\u011fu y\u00f6n\u00fcnde. Ge\u00e7en y\u0131l\u0131n ikinci \u00e7eyre\u011fi ile k\u0131yasla sat\u0131\u015flar\u0131n %39 oran\u0131nda art\u0131\u015f oldu\u011fu&nbsp; oldu\u011fu g\u00f6r\u00fclmektedir.<\/p>\n\n\n\n<p>\u015eirketin Nisan-Haziran ay\u0131 verileri i\u00e7in LSEG\u2019in beklenen sat\u0131\u015f rakamlar\u0131 927,83 milyar NT$\u2019dir.&nbsp; \u015eirket 933,8 milyar NT$ sat\u0131\u015f rakam\u0131 ile beklenen rakam\u0131 ge\u00e7meyi ba\u015farm\u0131\u015ft\u0131r. Ek olarak belirtilen sat\u0131\u015f rakamlar\u0131 Nisan ay\u0131nda a\u00e7\u0131klanan 28,4 ile 29,2 milyar dolar aras\u0131ndaki rehber aral\u0131\u011f\u0131n\u0131 da a\u015fm\u0131\u015ft\u0131r.&nbsp;<\/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\/07\/imza-1600-900-31.png\" alt=\"TSMC Binas\u0131\" class=\"wp-image-78958\" title=\"\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">4 Trilyon De\u011ferine Ula\u015ft\u0131!<\/h2>\n\n\n\n<p>D\u00fcnyan\u0131n en b\u00fcy\u00fck \u00e7ip \u00fcreticisi olarak g\u00f6r\u00fclen \u015firket de\u011ferini 4 trilyon dolar seviyesine ula\u015ft\u0131ran ilk \u015firket olmu\u015ftur. \u015eirket karl\u0131l\u0131k ve ileriye d\u00f6n\u00fcp rehber hedeflerine dair a\u00e7\u0131klamay\u0131 17 Temmuz tarihinde a\u00e7\u0131klayaca\u011f\u0131n\u0131 duyurdu.&nbsp;<\/p>\n\n\n\n<p>Yapay zeka odakl\u0131 donan\u0131mlar i\u00e7in yapt\u0131\u011f\u0131 \u00fcretimler sayesinde kritik \u00f6neme sahip hale gelmi\u015ftir. TSMC\u2019nin y\u00fckseli\u015finde \u00e7ip \u00fcretimini \u00fcstlendi\u011fi \u015firketlerinin bilinen dev markalar olmas\u0131nda ivmesini artt\u0131rd\u0131\u011f\u0131n\u0131 s\u00f6ylemek m\u00fcmk\u00fcn. Yapay zeka odakl\u0131 \u00e7al\u0131\u015fan \u015firketlerin artan taleplerinin pozitif etkiside raporlara yans\u0131m\u0131\u015ft\u0131r.&nbsp;<\/p>\n\n\n\n<p>Ama \u015funuda eklemeliyiz ki;&nbsp; \u015firketin y\u00fckseli\u015finin sebebi yaln\u0131zca \u00e7ip \u00fcretiminden de\u011fil ileri teknolojiye sahip \u00fcretim s\u00fcre\u00e7lerinin de sonucu olarak de\u011ferlendirilmelidir. 3nm ve 5nm \u00fcretimindeki \u00f6nc\u00fcl\u00fc\u011f\u00fc \u00f6zellikle etkilidir. T\u00fcm bunlar TSMC\u2019yi AI teknolojisinin en kritik \u00e7ip \u00fcreticisi haline getiriyor.&nbsp;<\/p>\n\n\n\n<p>Yap\u0131lan analist g\u00f6zlemlerine g\u00f6re AI talepleri devam ettik\u00e7e TSMC\u2019nin artan ivmesinin de devam edece\u011fi y\u00f6n\u00fcnde.&nbsp;<br><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>TSMC 2025 ikinci \u00e7eyrek sat\u0131\u015f de\u011felendirmesi yap\u0131ld\u0131; yapay zeka \u00e7iplerinin talep art\u0131\u015flar\u0131 sat\u0131\u015f rakamlar\u0131na da yans\u0131d\u0131, piyasa beklentilerini a\u015ft\u0131. TSMC&nbsp; d\u00fcnyan\u0131n en b\u00fcy\u00fck yar\u0131 iletken \u015firketidir. 1987 y\u0131l\u0131nda Tayvan&#8217;da kurulmu\u015ftur. \u015eirket \u00e7ip tasarlamaz sadece ba\u015fka \u015firketler taraf\u0131ndan tasarlanan \u00e7iplerin \u00fcretimi yapar. Teknoloji devlerinin tasarlad\u0131klar\u0131 \u00e7iplerin \u00fcretimini \u00fcstlenir. Sadece \u00fcretim yap\u0131ld\u0131\u011f\u0131 i\u00e7in bu model d\u00f6k\u00fcmhane olarak [&hellip;]<\/p>\n","protected":false},"author":84,"featured_media":78959,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[47,1],"tags":[1959,7644],"class_list":["post-78954","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-donanim","category-teknoloji","tag-tsmc","tag-yapay-zeka"],"_links":{"self":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/78954","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\/84"}],"replies":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/comments?post=78954"}],"version-history":[{"count":1,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/78954\/revisions"}],"predecessor-version":[{"id":79059,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/78954\/revisions\/79059"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media\/78959"}],"wp:attachment":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media?parent=78954"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/categories?post=78954"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/tags?post=78954"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}