{"id":110969,"date":"2025-11-17T17:08:15","date_gmt":"2025-11-17T17:08:15","guid":{"rendered":"https:\/\/ekamu.net\/?p=110969"},"modified":"2025-11-17T17:08:15","modified_gmt":"2025-11-17T17:08:15","slug":"kuresel-bellek-krizi-otomotiv-sektorunu-de-vurabilir","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/11\/17\/kuresel-bellek-krizi-otomotiv-sektorunu-de-vurabilir\/","title":{"rendered":"K\u00fcresel bellek krizi otomotiv sekt\u00f6r\u00fcn\u00fc de vurabilir"},"content":{"rendered":"

<\/span> K\u00fcresel yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n yaratt\u0131\u011f\u0131 ivme, bellek \u00e7iplerinde <\/strong>gelecek y\u0131l\u0131 etkileyebilecek ciddi bir arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 riskini g\u00fcndeme ta\u015f\u0131m\u0131\u015f durumda. Esas\u0131nda olay, son g\u00fcnlerdeki haberlere g\u00f6re \u201crisk\u201d olmaktan \u00e7\u0131karak farkl\u0131 bir boyuta ula\u015ft\u0131. Hem \u00e7ip \u00fcreticilerinin hem de piyasa analistlerinin uyar\u0131lar\u0131, t\u00fcketici elektroni\u011finden otomotive <\/strong>kadar geni\u015f bir yelpazede tedarik sorunlar\u0131n\u0131n kap\u0131da oldu\u011funa i\u015faret ediyor. <\/figure>\n

Otomotiv sekt\u00f6r\u00fc de etkilenecek<\/b><\/p>\n

\u00c7in\u2019in en b\u00fcy\u00fck s\u00f6zle\u015fmeli \u00e7ip \u00fcreticisi olan SMIC<\/strong>\u2019in CEO\u2019su Zhao Haij<\/strong>un, \u015firketin son finansal sonu\u00e7lar\u0131 kapsam\u0131nda yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, m\u00fc\u015fterilerin bellek taraf\u0131ndaki belirsizlik nedeniyle di\u011fer \u00e7ip t\u00fcrleri i\u00e7in sipari\u015flerini ertelemeye ba\u015flad\u0131\u011f\u0131n\u0131 belirtti. Haijun\u2019a g\u00f6re bir\u00e7ok \u00fcretici, \u00f6n\u00fcm\u00fczdeki y\u0131l\u0131n ilk \u00e7eyre\u011finde ak\u0131ll\u0131 telefon, otomobil ve benzeri \u00fcr\u00fcnlerde kullan\u0131lan bellek miktar\u0131n\u0131n ne kadar kar\u015f\u0131lanabilece\u011fini bilmedi\u011fi i\u00e7in temkinli davran\u0131yor.<\/p>\n

Analistler, bu tabloyu \u00e7ip \u00fcreticilerinin oda\u011f\u0131n\u0131n yapay zeka sistemlerinde kullan\u0131lan ileri seviye bellek \u00e7\u00f6z\u00fcmlerine, \u00f6zellikle de High-Bandwidth Memory (HBM<\/strong>) pazar\u0131na kaymas\u0131na ba\u011fl\u0131yor. Nvidia<\/strong> gibi tasar\u0131mc\u0131lar\u0131n i\u015flemcileriyle \u00e7al\u0131\u015fan yapay zeka sunucular\u0131, yo\u011fun \u015fekilde HBM gerektiriyor ve bu alan SK Hynix, Samsung<\/strong> ve Micron<\/strong> gibi \u015firketler i\u00e7in son derece y\u00fcksek k\u00e2r marjlar\u0131 sunuyor. Marjlar\u0131n y\u00fcksek olmas\u0131 da arz\u0131n yapay zeka taraf\u0131ndan t\u00fcketilmesine sebebiyet veriyor.<\/p>\n

Fiyatlar art\u0131yor<\/b><\/p>\n

Bu durum, uygun fiyatl\u0131 bellek \u00e7iplerine ihtiya\u00e7 duyan bilgisayar, diz\u00fcst\u00fc, t\u00fcketici elektroni\u011fi ve otomotiv sekt\u00f6rleri i\u00e7in risk olu\u015fturuyor. AI \u015firketlerinin premium bellek i\u00e7in y\u00fcksek fiyat \u00f6demeye haz\u0131r olmas\u0131 nedeniyle geleneksel pazarlar\u0131n ikinci plana itildi\u011fi vurgulan\u0131yor. Sorunu b\u00fcy\u00fcten ba\u015fka bir etken ise 2023-2024 d\u00f6neminde bellek sekt\u00f6r\u00fcn\u00fcn ya\u015fad\u0131\u011f\u0131 ciddi daralma nedeniyle yap\u0131lan yetersiz yat\u0131r\u0131mlar. Yeni kapasite in\u015fa edilmeye ba\u015flansa da \u00fcretimin devreye girmesi zaman alacak.<\/p>\n

Reuters\u2019\u0131n aktard\u0131\u011f\u0131 bilgilere g\u00f6re Samsung Electronics<\/strong>, baz\u0131 bellek \u00fcr\u00fcnlerinde eyl\u00fcle k\u0131yasla y\u00fczde 60\u2019a varan fiyat art\u0131\u015f\u0131na<\/strong> \u015fimdiden gitmi\u015f durumda. Counterpoint Research ise fiyatlar y\u00fckselirken stoklar\u0131n da darald\u0131\u011f\u0131n\u0131, haliyle darbo\u011faz\u0131n iyiden iyiye hissedildi\u011fini s\u00f6yl\u00fcyor. Uzmanlara g\u00f6re arz probleminin ilk etkilerini \u00c7in pazar\u0131 hissediyor ancak sorun k\u00fcresel \u00f6l\u00e7e\u011fe de yay\u0131lacak.<\/p>\n

TrendForce\u2019un son raporu, bellek end\u00fcstrisinin g\u00fc\u00e7l\u00fc bir fiyat art\u0131\u015f d\u00f6ng\u00fcs\u00fcne girdi\u011fini ve bunun ak\u0131ll\u0131 telefonlar ile diz\u00fcst\u00fc bilgisayarlar gibi son kullan\u0131c\u0131 \u00fcr\u00fcnlerinde perakende fiyat art\u0131\u015flar\u0131n\u0131 tetikleyebilece\u011fini \u00f6ng\u00f6r\u00fcyor.<\/p>\n

Panik al\u0131mlar yap\u0131lmaya ba\u015fland\u0131<\/b><\/p>\n

<\/span> Sekt\u00f6rdeki s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 derinle\u015ftiren bir di\u011fer geli\u015fme ise b\u00fcy\u00fck PC \u00fcreticilerinin ve sistem toplay\u0131c\u0131lar\u0131n panik al\u0131mlara<\/strong> y\u00f6nelmesi. HBM ve RDIMM talebinin veri merkezlerinde rekor seviyelere \u00e7\u0131kmas\u0131yla birlikte DRAM ve NAND<\/strong> arz\u0131 h\u0131zla daral\u0131rken Asus ve MSI<\/strong> gibi markalar s\u00f6zle\u015fmeli tedariklerinin yan\u0131 s\u0131ra daha pahal\u0131 ve oynak spot piyasadan da b\u00fcy\u00fck miktarda bellek toplamaya ba\u015flad\u0131. <\/figure>\n

RAM fiyatlar\u0131n\u0131n son d\u00f6nemde y\u00fczde 100\u2019\u00fcn \u00fczerine \u00e7\u0131kmas\u0131, Japonya\u2019da baz\u0131 ma\u011fazalar\u0131n sat\u0131\u015f limitleri koymas\u0131na kadar uzanan bir tablo yaratt\u0131. Yeni bellek kitlerinin lansmanlar\u0131 bile ertelenirken AI veri merkezleri i\u00e7in y\u00fcr\u00fct\u00fclen devasa altyap\u0131 yat\u0131r\u0131mlar\u0131 bellek hatlar\u0131n\u0131n y\u00fcksek k\u00e2rl\u0131 HBM \u00fcretimine kaymas\u0131na neden oluyor<\/p>\n\n

<\/span><\/p>\n

Kaynak :\u00a0https:\/\/www.donanimhaber.com\/kuresel-bellek-krizi-otomotiv-sektorunu-de-vurabilir–198666<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

K\u00fcresel yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n yaratt\u0131\u011f\u0131 ivme, bellek \u00e7iplerinde gelecek y\u0131l\u0131 etkileyebilecek ciddi bir arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131 riskini g\u00fcndeme ta\u015f\u0131m\u0131\u015f durumda. Esas\u0131nda olay, son g\u00fcnlerdeki haberlere g\u00f6re \u201crisk\u201d olmaktan \u00e7\u0131karak farkl\u0131 bir boyuta …<\/p>\n","protected":false},"author":1,"featured_media":110970,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[600,498,116],"class_list":["post-110969","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-bellek","tag-cip","tag-fiyat"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/110969","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=110969"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/110969\/revisions"}],"predecessor-version":[{"id":110973,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/110969\/revisions\/110973"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/110970"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=110969"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=110969"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=110969"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}