{"id":103348,"date":"2025-10-09T05:00:41","date_gmt":"2025-10-09T05:00:41","guid":{"rendered":"https:\/\/ekamu.net\/?p=103348"},"modified":"2025-10-09T05:00:41","modified_gmt":"2025-10-09T05:00:41","slug":"dunyanin-en-buyugu-tsmc-yapay-zeka-sayesinde-para-basmaya-devam-ediyor","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/10\/09\/dunyanin-en-buyugu-tsmc-yapay-zeka-sayesinde-para-basmaya-devam-ediyor\/","title":{"rendered":"D\u00fcnyan\u0131n en b\u00fcy\u00fc\u011f\u00fc TSMC, yapay zeka sayesinde para basmaya devam ediyor"},"content":{"rendered":"<p><figure> <span> <img decoding=\"async\" src=\"https:\/\/ekamu.net\/wp-content\/uploads\/2025\/10\/dunyanin-en-buyugu-tsmc-yapay-zeka-sayesinde-para-basmaya-devam-ediyor-0-8ONK9i62.jpg\"\/> <\/span> D\u00fcnyan\u0131n en b\u00fcy\u00fck ba\u011f\u0131ms\u0131z yar\u0131 iletken \u00fcreticisi <strong>Taiwan Semiconductor Manufacturing Company<\/strong> (TSMC), <strong>Kas\u0131m<\/strong> ay\u0131 gelirlerini a\u00e7\u0131klad\u0131. Firma, yapt\u0131\u011f\u0131 a\u00e7\u0131klamada ilgili ayda <strong>8,5<\/strong> <strong>milyar dolar<\/strong> kazand\u0131\u011f\u0131n\u0131 duyurdu. Bu, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine k\u0131yasla y\u00fczde 34\u2019l\u00fck \u015fa\u015f\u0131rt\u0131c\u0131 bir art\u0131\u015f\u0131n sa\u011fland\u0131\u011f\u0131na i\u015faret ederken yapay zekaya (AI) olan talebin halen \u00e7ok g\u00fc\u00e7l\u00fc oldu\u011funu g\u00f6steriyor. <\/figure>\n<p><b>TSMC, yapay zeka ile u\u00e7uyor<\/b><\/p>\n<p>Son d\u00f6nemde, AI \u00e7iplerine y\u00f6nelik talep adeta patlama yapm\u0131\u015f durumda ve bu durum, TSMC gibi \u00e7ip devlerini rekabetin zirvesine ta\u015f\u0131yor. \u015eirket, <strong>5nm<\/strong> ve <strong>3nm<\/strong> gibi ileri d\u00fczey \u00fcretim s\u00fcre\u00e7lerindeki liderli\u011fi sayesinde <strong>Apple<\/strong> gibi teknoloji devlerinden <strong>Nvidia<\/strong> ve <strong>AMD<\/strong> gibi AI odakl\u0131 firmalardan yo\u011fun talep g\u00f6r\u00fcyor. Ayr\u0131ca, TSMC\u2019nin AI i\u015flemcileri \u00fcretiminde hayati \u00f6neme sahip <strong>CoWoS<\/strong> (Chip on Wafer on Substrate) gibi geli\u015fmi\u015f paketleme teknolojilerine yapt\u0131\u011f\u0131 yat\u0131r\u0131mlar, ba\u015far\u0131s\u0131n\u0131n arkas\u0131ndaki \u00f6nemli fakt\u00f6rlerden biri olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n<p>\u015eirket, bu stratejik ad\u0131mlar sayesinde <strong>2024\u2019\u00fcn son \u00e7eyre\u011finde<\/strong> gelirlerini <strong>26.9 milyar ABD<\/strong> dolar\u0131na ula\u015ft\u0131rmay\u0131 hedefliyor. Bu da \u00e7eyrek baz\u0131nda y\u00fczde 11 ila 14 oran\u0131nda bir b\u00fcy\u00fcme anlam\u0131na geliyor.<\/p>\n<p>TSMC\u2019nin Kas\u0131m ay\u0131 gelirleri, Ekim ay\u0131nda ula\u015f\u0131lan rekor 9,66 milyar dolarl\u0131k gelirin alt\u0131nda kalsa da, y\u0131ll\u0131k bazda bak\u0131ld\u0131\u011f\u0131nda \u015firketin performans\u0131 etkileyici bir seviyede. <strong>Ocak-Kas\u0131m<\/strong> d\u00f6neminde toplam <strong>80.35 milyar dolar<\/strong> gelir elde eden TSMC, y\u0131ll\u0131k bazda <strong>y\u00fczde 31.8\u2019lik bir b\u00fcy\u00fcme<\/strong> oran\u0131 yakalad\u0131. Ekonomik belirsizliklerin ve sekt\u00f6r genelindeki i\u015ften \u00e7\u0131karmalar\u0131n damga vurdu\u011fu bir y\u0131lda bu t\u00fcr bir ba\u015far elde etmek olduk\u00e7a \u00f6nemli.<\/p>\n<p>TSMC, gelecek y\u0131llardaki talep art\u0131\u015f\u0131n\u0131 kar\u015f\u0131lamak i\u00e7in k\u00fcresel \u00f6l\u00e7ekte yat\u0131r\u0131mlar\u0131na h\u0131z veriyor. \u015eirket, ABD\u2019nin Arizona eyaletinde <strong>65 milyar dolar<\/strong> maliyetle <strong>\u00fc\u00e7 yeni fabrika<\/strong> in\u015fa ederken di\u011fer deniza\u015f\u0131r\u0131 \u00fclkelerde de ayak izini b\u00fcy\u00fctmek i\u00e7in milyarlar harc\u0131yor. Ayr\u0131ca, Ekim ay\u0131nda yap\u0131lan kazan\u00e7 \u00e7a\u011fr\u0131s\u0131nda <strong>CoWoS<\/strong> teknolojisi i\u00e7in \u00fcretim kapasitelerinin 2024 ve 2025 y\u0131llar\u0131nda <strong>her y\u0131l iki kat\u0131na<\/strong> \u00e7\u0131kaca\u011f\u0131n\u0131 duyurdu. Buna ra\u011fmen, talep o kadar y\u00fcksek ki \u015firket mevcut kapasiteyle talepleri kar\u015f\u0131lamakta zorlan\u0131yor.<\/p>\n\n<p><span style=\"display: block; width: 343.125px; color: rgb(55, 58, 60); font-size: 14px; background-color: rgb(255, 249, 236);\"><\/span><\/p>\n<p>Kaynak :\u00a0<span style=\"background-color: rgb(255, 249, 236); color: rgb(55, 58, 60); font-size: 14px;\">https:\/\/www.donanimhaber.com\/tsmc-yapay-zeka-sayesinde-para-basmaya-devam-ediyor&#8211;185252<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00fcnyan\u0131n en b\u00fcy\u00fck ba\u011f\u0131ms\u0131z yar\u0131 iletken \u00fcreticisi Taiwan Semiconductor Manufacturing Company (TSMC), Kas\u0131m ay\u0131 gelirlerini a\u00e7\u0131klad\u0131. Firma, yapt\u0131\u011f\u0131 a\u00e7\u0131klamada ilgili ayda 8,5 milyar dolar kazand\u0131\u011f\u0131n\u0131 duyurdu. Bu, ge\u00e7en y\u0131l\u0131n ayn\u0131 d\u00f6nemine k\u0131yasla &#8230;<\/p>\n","protected":false},"author":1,"featured_media":103349,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[205,114,259,1457,1801],"class_list":["post-103348","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-gelir","tag-milyar","tag-sirket","tag-talep","tag-tsmc"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/103348","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/comments?post=103348"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/103348\/revisions"}],"predecessor-version":[{"id":103351,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/103348\/revisions\/103351"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/103349"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=103348"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=103348"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=103348"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}