{"id":86587,"date":"2026-07-13T01:16:00","date_gmt":"2026-07-12T22:16:00","guid":{"rendered":"https:\/\/www.indir.com\/haber\/?p=86587"},"modified":"2026-07-13T10:48:47","modified_gmt":"2026-07-13T07:48:47","slug":"tsmcden-935-milyar-dolarlik-paketleme-hamlesi","status":"publish","type":"post","link":"https:\/\/www.indir.com\/haber\/tsmcden-935-milyar-dolarlik-paketleme-hamlesi\/","title":{"rendered":"TSMC&#8217;den 9,35 Milyar Dolarl\u0131k Paketleme Hamlesi"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Yapay zeka \u00e7iplerine y\u00f6nelik k\u00fcresel talep d\u00fcnyan\u0131n en b\u00fcy\u00fck s\u00f6zle\u015fmeli \u00e7ip \u00fcreticisi TSMC&#8217;nin kapasitesini zorlamaya ba\u015flad\u0131. \u015eirketin geli\u015fmi\u015f paketleme teknolojisi CoWoS&#8217;a gelen sipari\u015fler mevcut \u00fcretimin \u00fczerine \u00e7\u0131karken, TSMC bu a\u00e7\u0131\u011f\u0131 kapatmak i\u00e7in Tayvan&#8217;\u0131n g\u00fcneyindeki Chiayi Bilim Park\u0131&#8217;na iki yeni geli\u015fmi\u015f paketleme tesisi daha ekleme karar\u0131 ald\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yeni yat\u0131r\u0131mla birlikte parktaki TSMC tesislerinin say\u0131s\u0131 d\u00f6rde y\u00fckselecek. Tayvan Ulusal Bilim ve Teknoloji Konseyi Bakan\u0131 Wu Cheng-wen, Chiayi&#8217;deki ilk tesisin seri \u00fcretime ge\u00e7ti\u011fini duyurdu. \u0130kinci tesisin de yak\u0131n zamanda \u00fcretime ba\u015flamas\u0131 bekleniyor. Temeli at\u0131lan ikinci yat\u0131r\u0131m a\u015famas\u0131nda ise \u00fc\u00e7\u00fcnc\u00fc ve d\u00f6rd\u00fcnc\u00fc tesisler devreye girecek.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">9,35 milyar dolarl\u0131k \u00fcretim, 9 bin ki\u015fiye istihdam<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">D\u00f6rt tesisin tamam\u0131 faaliyete ge\u00e7ti\u011finde Chiayi Bilim Park\u0131&#8217;nda y\u0131ll\u0131k 300 milyar Tayvan dolar\u0131n\u0131, yani g\u00fcncel kurla yakla\u015f\u0131k 9,35 milyar dolar\u0131 a\u015fan bir \u00fcretim de\u011feri olu\u015fmas\u0131 \u00f6ng\u00f6r\u00fcl\u00fcyor. Yat\u0131r\u0131m\u0131n b\u00f6lgede 9 binden fazla ki\u015fiye i\u015f kap\u0131s\u0131 a\u00e7mas\u0131, ayr\u0131ca malzeme, ekipman, bak\u0131m ve lojistik alanlar\u0131ndaki tedarik\u00e7ilerin de kapasitelerini b\u00fcy\u00fctmesi bekleniyor. Yeni tesislerin maliyeti ve devreye al\u0131nma takvimiyle ilgili ayr\u0131nt\u0131 ise hen\u00fcz payla\u015f\u0131lmad\u0131.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CoWoS neden bu kadar kritik?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Kapasite art\u0131\u015f\u0131n\u0131n merkezinde CoWoS teknolojisi yer al\u0131yor. Geleneksel y\u00f6ntemlerde \u00e7ipler ayr\u0131 bile\u015fenler halinde paketlenebiliyordu; ancak yapay zeka i\u015flemcileri, grafik birimleri ve y\u00fcksek bant geni\u015flikli belleklerin birbirine \u00e7ok yak\u0131n konumland\u0131r\u0131lmas\u0131 gerekiyor. CoWoS, bu farkl\u0131 bile\u015fenleri tek paket i\u00e7inde bir araya getirerek \u00e7ok say\u0131da \u00e7ipin adeta tek bir sistem gibi \u00e7al\u0131\u015fmas\u0131n\u0131 sa\u011fl\u0131yor. TSMC ayr\u0131ca SoIC ve InFO teknolojilerini de kapsayan 3DFabric hizmetlerini sunuyor.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1117\" height=\"690\" src=\"http:\/\/www.indir.com\/haber\/wp-content\/uploads\/2026\/07\/cip.jpg\" alt=\"cip\" class=\"wp-image-86589\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Nvidia ba\u015fta olmak \u00fczere yapay zeka \u00e7ipi tasarlayan \u015firketlerin sipari\u015fleri, paketleme kapasitesine olan talebi arz\u0131n \u00fczerinde tutuyor. Bu tablo, geli\u015fmi\u015f paketlemeyi \u00fcretimin son ad\u0131m\u0131 olmaktan \u00e7\u0131kar\u0131p yapay zeka \u00e7iplerinin piyasaya \u00e7\u0131k\u0131\u015f h\u0131z\u0131n\u0131 belirleyen ana darbo\u011fazlardan biri haline getirmi\u015f durumda.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Rakipler bo\u015flu\u011fu doldurmaya \u00e7al\u0131\u015f\u0131yor<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">TSMC&#8217;nin kapasite s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 rekabeti de k\u0131z\u0131\u015ft\u0131r\u0131yor. Intel kendi geli\u015ftirdi\u011fi EMIB teknolojisiyle pazar\u0131n ikinci b\u00fcy\u00fck oyuncusu olmay\u0131 hedefliyor. ASE, SPIL, Powertech ve KYEC gibi Tayvanl\u0131 paketleme ve test firmalar\u0131 da TSMC&#8217;den ta\u015fan sipari\u015fleri \u00fcstlenerek bu durumdan pay kap\u0131yor. Hatta Nvidia&#8217;n\u0131n gelecek nesil Feynman GPU&#8217;lar\u0131n\u0131n paketleme sipari\u015flerini Intel&#8217;e kayd\u0131rabilece\u011fi y\u00f6n\u00fcnde raporlar bulunuyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Buna kar\u015f\u0131n b\u00fcy\u00fck m\u00fc\u015fteriler TSMC&#8217;den tamamen kopmu\u015f de\u011fil. AMD, EPYC Venice \u00e7iplerini \u015firketin N2P d\u00fc\u011f\u00fcm\u00fcnde \u00fcretmeyi s\u00fcrd\u00fcr\u00fcyor ve MI400 ile MI500 serilerinde de ayn\u0131 teknolojilere g\u00fcvenmeyi planl\u0131yor. Nvidia da i\u015flemci \u00fcretiminde TSMC ile \u00e7al\u0131\u015fmaya ve nihai \u00fcr\u00fcnlerinde CoWoS paketlemesini kullanmaya devam ediyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">TSMC, ABD, Japonya ve Avrupa&#8217;daki yat\u0131r\u0131mlar\u0131n\u0131 geni\u015fletse de geli\u015fmi\u015f paketleme kapasitesinin a\u011f\u0131rl\u0131kl\u0131 b\u00f6l\u00fcm\u00fcn\u00fc Tayvan&#8217;da tutuyor. Chiayi&#8217;deki yeni tesisler hem \u015firketin \u00fcretim ve paketlemeyi ayn\u0131 ekosistemde b\u00fcy\u00fctme stratejisini destekleyecek hem de Tayvan&#8217;\u0131n k\u00fcresel yapay zeka donan\u0131m tedarik zincirindeki a\u011f\u0131rl\u0131\u011f\u0131n\u0131 peki\u015ftirecek.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Yapay zeka \u00e7iplerine y\u00f6nelik k\u00fcresel talep d\u00fcnyan\u0131n en b\u00fcy\u00fck s\u00f6zle\u015fmeli \u00e7ip \u00fcreticisi TSMC&#8217;nin kapasitesini zorlamaya ba\u015flad\u0131. \u015eirketin geli\u015fmi\u015f paketleme teknolojisi CoWoS&#8217;a gelen sipari\u015fler mevcut \u00fcretimin \u00fczerine \u00e7\u0131karken, TSMC bu a\u00e7\u0131\u011f\u0131 kapatmak i\u00e7in Tayvan&#8217;\u0131n g\u00fcneyindeki Chiayi Bilim Park\u0131&#8217;na iki yeni geli\u015fmi\u015f paketleme tesisi daha ekleme karar\u0131 ald\u0131. Yeni yat\u0131r\u0131mla birlikte parktaki TSMC tesislerinin say\u0131s\u0131 d\u00f6rde y\u00fckselecek. [&hellip;]<\/p>\n","protected":false},"author":72,"featured_media":86588,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-86587","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji"],"_links":{"self":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/86587","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\/72"}],"replies":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/comments?post=86587"}],"version-history":[{"count":1,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/86587\/revisions"}],"predecessor-version":[{"id":86590,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/86587\/revisions\/86590"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media\/86588"}],"wp:attachment":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media?parent=86587"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/categories?post=86587"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/tags?post=86587"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}