{"id":81613,"date":"2025-10-02T10:54:40","date_gmt":"2025-10-02T07:54:40","guid":{"rendered":"https:\/\/www.indir.com\/haber\/?p=81613"},"modified":"2025-10-02T10:55:03","modified_gmt":"2025-10-02T07:55:03","slug":"amd-islemciler-yakinda-intel-fabrikalarinda-uretilebilir","status":"publish","type":"post","link":"https:\/\/www.indir.com\/haber\/amd-islemciler-yakinda-intel-fabrikalarinda-uretilebilir\/","title":{"rendered":"AMD \u0130\u015flemciler Yak\u0131nda Intel Fabrikalar\u0131nda \u00dcretilebilir"},"content":{"rendered":"\n<p>Yar\u0131 iletken d\u00fcnyas\u0131nda g\u00fcndeme bomba gibi d\u00fc\u015fen bir iddiaya g\u00f6re, ezeli rakipler Intel ve AMD masaya oturmu\u015f olabilir. Sekt\u00f6re yak\u0131n kaynaklara g\u00f6re iki dev \u015firket, AMD\u2019nin \u00e7ip \u00fcretimini Intel\u2019in Foundry tesislerine kayd\u0131rma ihtimalini de\u011ferlendiriyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">G\u00f6r\u00fc\u015fmeler Hen\u00fcz Netle\u015fmedi<\/h2>\n\n\n\n<p>\u0130ddiaya g\u00f6re, taraflar aras\u0131nda g\u00f6r\u00fc\u015fmelerin s\u00fcrd\u00fc\u011f\u00fc ancak hen\u00fcz kesinle\u015fmi\u015f bir anla\u015fman\u0131n olmad\u0131\u011f\u0131 belirtiliyor. E\u011fer anla\u015fma sa\u011flan\u0131rsa <a href=\"https:\/\/www.indir.com\/haber\/granite-rapids-ws-intelden-amdye-guclu-rakip\/\">AMD<\/a>\u2019nin \u00fcretiminin ne kadar\u0131n\u0131n Intel\u2019e aktar\u0131laca\u011f\u0131 veya do\u011frudan yat\u0131r\u0131m yap\u0131p yapmayaca\u011f\u0131 \u015fimdilik belirsiz. AMD \u015fu anda yongalar\u0131n\u0131 TSMC\u2019ye \u00fcrettiriyor. \u0130lgin\u00e7 bir \u015fekilde Intel de baz\u0131 \u00fcr\u00fcnlerini yine TSMC\u2019ye yapt\u0131r\u0131yor. Bu nedenle AMD ile olas\u0131 bir i\u015f birli\u011fi, sekt\u00f6rdeki dengeleri de\u011fi\u015ftirebilir.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Intel Hisselerinde Y\u00fckseli\u015f<\/h2>\n\n\n\n<p>\u0130ddialar\u0131n ortaya \u00e7\u0131kmas\u0131n\u0131n ard\u0131ndan Intel hisseleri yakla\u015f\u0131k %7 de\u011fer kazand\u0131. 2025 ba\u015f\u0131ndan bu yana toplam art\u0131\u015f ise %78 seviyesine ula\u015ft\u0131. Son haftalarda Intel\u2019e yo\u011fun yat\u0131r\u0131m yap\u0131lmas\u0131 da dikkat \u00e7ekiyor. ABD h\u00fck\u00fcmeti \u015firketin %9,9 oran\u0131nda hissesini sat\u0131n ald\u0131. Softbank, 2 milyar dolarl\u0131k yat\u0131r\u0131m yaparken; Nvidia hem yeni ortak projeler a\u00e7\u0131klad\u0131 hem de 5 milyar dolarl\u0131k hisse ald\u0131. Ayr\u0131ca Apple ile de i\u015f birli\u011fi g\u00f6r\u00fc\u015fmelerinin yap\u0131ld\u0131\u011f\u0131 \u00f6ne s\u00fcr\u00fcld\u00fc.<\/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\/10\/gorsel-35.jpg\" alt=\"AMD \u0130\u015flemciler Yak\u0131nda Intel Fabrikalar\u0131nda \u00dcretilebilir\" class=\"wp-image-81614\" title=\"\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Rekabet Yerini \u0130\u015f Birli\u011fine B\u0131rakabilir<\/h2>\n\n\n\n<p>Ge\u00e7mi\u015fte Intel\u2019in eski CEO\u2019su Pat Gelsinger, d\u00fcnyan\u0131n t\u00fcm b\u00fcy\u00fck teknoloji devlerine \u00e7ip \u00fcretmeyi hedeflediklerini dile getirmi\u015fti. AMD\u2019nin m\u00fc\u015fteri olmas\u0131, bu vizyonun \u00f6nemli bir ad\u0131m\u0131 olabilir. \u015eirket, uzun s\u00fcredir Foundry taraf\u0131nda yeni m\u00fc\u015fteri kazanmakta zorlan\u0131yor. Hatta mevcut CEO Lip-Bu Tan, 18A \u00fcretim teknolojisini yeterli talep olu\u015fmazsa sonland\u0131rabileceklerini a\u00e7\u0131klam\u0131\u015ft\u0131.<\/p>\n\n\n\n<p>AMD i\u00e7inse Intel, olas\u0131 bir acil durumda TSMC\u2019ye alternatif g\u00fcvenilir bir \u00fcretim kap\u0131s\u0131 olu\u015fturabilir. \u00dcstelik Beyaz Saray\u2019\u0131n \u00e7ip \u00fcretiminin %50\u2019sinin ABD i\u00e7inde yap\u0131lmas\u0131n\u0131 istemesi, AMD\u2019nin Intel ile i\u015f birli\u011fini daha cazip hale getiriyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Her \u0130ki Taraf da Kazan\u00e7l\u0131 \u00c7\u0131kabilir<\/h2>\n\n\n\n<p>Olas\u0131 bir anla\u015fma, yaln\u0131zca Intel ve AMD aras\u0131ndaki rekabeti yumu\u015fatmakla kalmayacak, ayn\u0131 zamanda ABD\u2019nin yar\u0131 iletken sekt\u00f6r\u00fcnde ba\u011f\u0131ms\u0131zl\u0131k hedeflerini de destekleyecek. Intel, yeni m\u00fc\u015fteri kazanarak Foundry i\u015fini g\u00fc\u00e7lendirebilirken, AMD ise \u00fcretim \u00e7e\u015fitlili\u011fi sayesinde daha g\u00fcvenli bir tedarik zinciri elde edebilir.<\/p>\n\n\n\n<p>Sonu\u00e7 olarak, resmi bir anla\u015fma hen\u00fcz a\u00e7\u0131klanmasa da, Intel ve AMD aras\u0131nda masaya yat\u0131r\u0131lan bu i\u015f birli\u011fi yar\u0131 iletken d\u00fcnyas\u0131nda dengeleri k\u00f6kten de\u011fi\u015ftirebilir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Yar\u0131 iletken d\u00fcnyas\u0131nda g\u00fcndeme bomba gibi d\u00fc\u015fen bir iddiaya g\u00f6re, ezeli rakipler Intel ve AMD masaya oturmu\u015f olabilir. Sekt\u00f6re yak\u0131n kaynaklara g\u00f6re iki dev \u015firket, AMD\u2019nin \u00e7ip \u00fcretimini Intel\u2019in Foundry tesislerine kayd\u0131rma ihtimalini de\u011ferlendiriyor. G\u00f6r\u00fc\u015fmeler Hen\u00fcz Netle\u015fmedi \u0130ddiaya g\u00f6re, taraflar aras\u0131nda g\u00f6r\u00fc\u015fmelerin s\u00fcrd\u00fc\u011f\u00fc ancak hen\u00fcz kesinle\u015fmi\u015f bir anla\u015fman\u0131n olmad\u0131\u011f\u0131 belirtiliyor. E\u011fer anla\u015fma sa\u011flan\u0131rsa AMD\u2019nin \u00fcretiminin [&hellip;]<\/p>\n","protected":false},"author":80,"featured_media":81615,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[47,1],"tags":[67,337,10674],"class_list":["post-81613","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-donanim","category-teknoloji","tag-amd","tag-intel-2","tag-islemci-2"],"_links":{"self":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/81613","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\/80"}],"replies":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/comments?post=81613"}],"version-history":[{"count":1,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/81613\/revisions"}],"predecessor-version":[{"id":81616,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/81613\/revisions\/81616"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media\/81615"}],"wp:attachment":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media?parent=81613"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/categories?post=81613"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/tags?post=81613"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}