{"id":86967,"date":"2026-07-21T17:30:00","date_gmt":"2026-07-21T14:30:00","guid":{"rendered":"https:\/\/www.indir.com\/haber\/?p=86967"},"modified":"2026-07-21T15:29:11","modified_gmt":"2026-07-21T12:29:11","slug":"adataya-gore-dram-kitligi-10-yil-daha-surecek","status":"publish","type":"post","link":"https:\/\/www.indir.com\/haber\/adataya-gore-dram-kitligi-10-yil-daha-surecek\/","title":{"rendered":"ADATA&#8217;ya G\u00f6re DRAM K\u0131tl\u0131\u011f\u0131 10 Y\u0131l Daha S\u00fcrecek"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">RAM ve SSD fiyatlar\u0131ndaki art\u0131\u015f\u0131n yak\u0131n zamanda dinmesini bekleyenler i\u00e7in k\u00f6t\u00fc haber var. Bellek sekt\u00f6r\u00fcn\u00fcn \u00f6nde gelen \u00fcreticilerinden ADATA&#8217;n\u0131n Y\u00f6netim Kurulu Ba\u015fkan\u0131 Chen Li-bai, teknoloji pazar\u0131n\u0131n k\u00fcresel DRAM talebini ciddi \u015fekilde hafife ald\u0131\u011f\u0131n\u0131 ve mevcut k\u0131tl\u0131\u011f\u0131n en az 10 y\u0131l daha devam edece\u011fini s\u00f6yledi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">TSMC&#8217;nin bilan\u00e7o a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan hisselerinde ya\u015fanan d\u00fc\u015f\u00fc\u015f, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n a\u015f\u0131r\u0131 \u015fi\u015fti\u011fi ve bir balonun patlamak \u00fczere oldu\u011fu y\u00f6n\u00fcndeki tart\u0131\u015fmalar\u0131 yeniden alevlendirmi\u015fti. Tayvan bas\u0131n\u0131na konu\u015fan Li-bai ise bu endi\u015feleri erken bularak, &#8220;Yapay zeka balonu olup olmayaca\u011f\u0131n\u0131 2030&#8217;dan sonra, hatta 2040 ya da 2050&#8217;de tart\u0131\u015fabiliriz&#8221; ifadelerini kulland\u0131.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">En K\u0131t Kaynaklar Elektrik ve Bellek Olacak<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">ADATA Ba\u015fkan\u0131&#8217;na g\u00f6re mevcut yapay zeka d\u00f6ng\u00fcs\u00fc hen\u00fcz ba\u015flang\u0131\u00e7 a\u015famas\u0131nda. Sunucular, depolama birimleri, g\u00fc\u00e7 altyap\u0131s\u0131 ve d\u00fcnya genelinde devreye giren veri merkezleriyle birlikte talep her cephede y\u00fckseliyor. Li-bai&#8217;nin en \u00e7arp\u0131c\u0131 iddias\u0131 ise \u00f6n\u00fcm\u00fczdeki 10 y\u0131lda d\u00fcnyan\u0131n en k\u0131t iki kayna\u011f\u0131n\u0131n elektrik ve bellek olaca\u011f\u0131 y\u00f6n\u00fcnde.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"625\" height=\"375\" src=\"http:\/\/www.indir.com\/haber\/wp-content\/uploads\/2026\/07\/adata-technology-hummingbird-logo.webp\" alt=\"Adata Teknoloji\" class=\"wp-image-86969\" title=\"\"><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Meta ve xAI gibi bulut sa\u011flay\u0131c\u0131lar\u0131n ellerindeki fazla i\u015flem kapasitesini ba\u015fka \u015firketlere kiralamaya ba\u015flamas\u0131n\u0131n talepte yava\u015flama i\u015fareti oldu\u011fu g\u00f6r\u00fc\u015f\u00fcne de kat\u0131lmayan Li-bai, yapay zeka uygulamalar\u0131n\u0131n B2B, B2G ve B2C gibi farkl\u0131 i\u015f modellerine yay\u0131larak talebi daha da b\u00fcy\u00fctece\u011fini savunuyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Yeni Fabrikalar Nneden \u00c7\u00f6z\u00fcm Olmuyor?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Sorunun temelinde zamanlama var. Samsung, SK Hynix ve Micron&#8217;un DRAM ve NAND alan\u0131ndaki geni\u015fleme projelerinin b\u00fcy\u00fck b\u00f6l\u00fcm\u00fc 2028-2035 y\u0131llar\u0131 aras\u0131na planlanm\u0131\u015f durumda. \u00dcstelik bu \u00fcreticiler b\u00fcy\u00fck \u00f6l\u00e7ekli kapasite art\u0131\u015f\u0131n\u0131n fiyatlar\u0131 ve k\u00e2r marjlar\u0131n\u0131 d\u00fc\u015f\u00fcrece\u011finin fark\u0131nda oldu\u011fu i\u00e7in temkinli bir geni\u015fleme stratejisi izliyor. Uzun vadeli tedarik anla\u015fmalar\u0131 da yeni hatlarda \u00fcretilecek \u00e7iplerin \u00f6nemli bir k\u0131sm\u0131n\u0131 \u015fimdiden ba\u011flam\u0131\u015f durumda. Hatta bir\u00e7ok \u00fcreticinin 2027&#8217;de \u00fcretilecek \u00e7iplerin neredeyse tamam\u0131n\u0131 satt\u0131\u011f\u0131 belirtiliyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sekt\u00f6rden gelen di\u011fer a\u00e7\u0131klamalar da tabloyu do\u011fruluyor. SK Hynix CEO&#8217;su Kwak Noh-jung, bellek krizi a\u00e7\u0131s\u0131ndan 2027&#8217;nin &#8220;en k\u00f6t\u00fc y\u0131l&#8221; olaca\u011f\u0131n\u0131 ve s\u0131k\u0131nt\u0131n\u0131n 2030&#8217;a kadar s\u00fcrece\u011fini s\u00f6ylemi\u015fti. SK Group Ba\u015fkan\u0131 Chey Tae-won da benzer \u015fekilde sorunun 2030&#8217;dan \u00f6nce tam olarak \u00e7\u00f6z\u00fclmeyece\u011fi g\u00f6r\u00fc\u015f\u00fcnde.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"625\" height=\"375\" src=\"http:\/\/www.indir.com\/haber\/wp-content\/uploads\/2026\/07\/desktop-ram-memory-modules-hardware.webp\" alt=\"RAM\" class=\"wp-image-86970\" title=\"\"><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Fiyatlar Daha da Artacak<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Li-bai daha \u00f6nce 2026&#8217;n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fine kadar DRAM fiyatlar\u0131nda y\u00fczde 30, NAND fiyatlar\u0131nda ise y\u00fczde 40&#8217;l\u0131k art\u0131\u015f \u00f6ng\u00f6rm\u00fc\u015ft\u00fc; baz\u0131 tahminler y\u00fczde 50&#8217;nin \u00fczerine \u00e7\u0131k\u0131yor. \u00dcreticilerin k\u00e2rl\u0131 HBM \u00e7iplerine \u00f6ncelik vermesiyle daralan arz, bilgisayar, konsol, tablet ve ak\u0131ll\u0131 telefon fiyatlar\u0131na do\u011frudan yans\u0131yor. Lenovo&#8217;nun y\u00fcksek bellek fiyatlar\u0131n\u0131 &#8220;yeni normal&#8221; olarak nitelendirdi\u011fi d\u00fc\u015f\u00fcn\u00fcl\u00fcrse, ucuz RAM ve SSD d\u00f6nemine yak\u0131n zamanda geri d\u00f6n\u00fc\u015f beklemek pek ger\u00e7ek\u00e7i g\u00f6r\u00fcnm\u00fcyor. Donan\u0131m al\u0131m\u0131n\u0131 fiyat d\u00fc\u015f\u00fc\u015f\u00fc beklentisiyle erteleyenler i\u00e7in bu, kaybettiren bir bahis olabilir.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>RAM ve SSD fiyatlar\u0131ndaki art\u0131\u015f\u0131n yak\u0131n zamanda dinmesini bekleyenler i\u00e7in k\u00f6t\u00fc haber var. Bellek sekt\u00f6r\u00fcn\u00fcn \u00f6nde gelen \u00fcreticilerinden ADATA&#8217;n\u0131n Y\u00f6netim Kurulu Ba\u015fkan\u0131 Chen Li-bai, teknoloji pazar\u0131n\u0131n k\u00fcresel DRAM talebini ciddi \u015fekilde hafife ald\u0131\u011f\u0131n\u0131 ve mevcut k\u0131tl\u0131\u011f\u0131n en az 10 y\u0131l daha devam edece\u011fini s\u00f6yledi. TSMC&#8217;nin bilan\u00e7o a\u00e7\u0131klamas\u0131n\u0131n ard\u0131ndan hisselerinde ya\u015fanan d\u00fc\u015f\u00fc\u015f, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n a\u015f\u0131r\u0131 [&hellip;]<\/p>\n","protected":false},"author":72,"featured_media":86968,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[6430],"class_list":["post-86967","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-ram"],"_links":{"self":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/86967","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=86967"}],"version-history":[{"count":1,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/86967\/revisions"}],"predecessor-version":[{"id":86971,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/posts\/86967\/revisions\/86971"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media\/86968"}],"wp:attachment":[{"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/media?parent=86967"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/categories?post=86967"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.indir.com\/haber\/wp-json\/wp\/v2\/tags?post=86967"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}