{"id":111710,"date":"2025-11-23T07:40:08","date_gmt":"2025-11-23T07:40:08","guid":{"rendered":"https:\/\/ekamu.net\/?p=111710"},"modified":"2025-11-23T07:40:08","modified_gmt":"2025-11-23T07:40:08","slug":"ai-talebi-patladi-sk-hynix-dram-uretiminde-artisa-gidiyor","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/11\/23\/ai-talebi-patladi-sk-hynix-dram-uretiminde-artisa-gidiyor\/","title":{"rendered":"AI talebi patlad\u0131: SK Hynix DRAM \u00fcretiminde art\u0131\u015fa gidiyor"},"content":{"rendered":"<p><figure> <span> <img decoding=\"async\" src=\"https:\/\/ekamu.net\/wp-content\/uploads\/2025\/11\/ai-talebi-patladi-sk-hynix-dram-uretiminde-artisa-gidiyor-0-hD2xqtTG.jpg\"\/> <\/span> K\u00fcresel bellek pazar\u0131nda ya\u015fanan s\u0131k\u0131nt\u0131lar devam ederken, SK Hynix \u00fcretim kapasitesini tarihin en b\u00fcy\u00fck art\u0131\u015flar\u0131ndan biriyle geni\u015fletmeye haz\u0131rlan\u0131yor. Koreli \u00fcretici,\u00a02026 y\u0131l\u0131na kadar DRAM \u00fcretimini sekiz kat\u0131na \u00e7\u0131karacak. Hankyung taraf\u0131ndan payla\u015f\u0131lan rapora g\u00f6re, \u015firketin Icheon tesisinde 1c DRAM \u00fcretim hacmini ayl\u0131k 20.000 d\u00fczeyinden <strong>140.000 seviyesine<\/strong> \u00e7\u0131karmas\u0131 bekleniyor. <\/figure>\n<p><b>Kapasite art\u0131\u015f\u0131 \u00e7\u00f6z\u00fcm getirmeyecek<\/b><\/p>\n<p>SK Hynix taraf\u0131ndan planlanan kapasite art\u0131\u015f\u0131, \u00f6zellikle <strong>GDDR7 mod\u00fclleri<\/strong> ve <strong>d\u00fc\u015f\u00fck g\u00fc\u00e7 t\u00fcketimine<\/strong> sahip SOCAMM bellek \u00e7\u00f6z\u00fcmlerine ayr\u0131lacak. Bildi\u011finiz gibi bu \u00fcr\u00fcnler, son aylarda h\u0131zla b\u00fcy\u00fcyen AI sunucu pazar\u0131nda b\u00fcy\u00fck talep g\u00f6r\u00fcyor.\u00a0<\/p>\n<p>K\u00f6t\u00fc haber \u015fu ki, sekt\u00f6r\u00fcn i\u00e7inden gelen de\u011ferlendirmeler, kapasite art\u0131\u015f\u0131n\u0131n k\u0131sa vadede t\u00fcketici pazar\u0131ndaki k\u0131tl\u0131\u011f\u0131 \u00e7\u00f6zmeyece\u011fi y\u00f6n\u00fcnde. \u00dcretim \u00f6l\u00e7e\u011finin bu kadar h\u0131zl\u0131 y\u00fckselmesine ra\u011fmen, mevcut talep seviyesi halen d\u00fc\u015f\u00fc\u015f e\u011filiminde de\u011fil. Yapay zeka merkezli veri merkezi yat\u0131r\u0131mlar\u0131, tedarik\u00e7ilerin yeti\u015fmekte zorland\u0131\u011f\u0131 bir t\u00fcketim h\u0131z\u0131na ula\u015fm\u0131\u015f durumda.<\/p>\n<p>Talep taraf\u0131ndaki bask\u0131y\u0131 anlamak i\u00e7in OpenAI&#8217;nin Stargate projesini \u00f6rnek g\u00f6sterebiliriz. Projenin tek ba\u015f\u0131na ayda 900.000 DRAM wafer&#8217;\u0131 gerektirece\u011fi, bu rakam\u0131n mevcut global arz\u0131n en az y\u00fczde 40\u2019\u0131na denk geldi\u011fi belirtiliyor. Mevcut \u00fcreticiler kapasitelerini ne kadar h\u0131zl\u0131 art\u0131r\u0131rsa art\u0131rs\u0131n, <strong>b\u00f6yle bir talebi kar\u015f\u0131lamak y\u0131llar alacak.<\/strong><\/p>\n<p>\u00dcstelik bu hesaplamalara hen\u00fcz HBM4 ve HBM4E gibi yeni nesil y\u00fcksek bant geni\u015flikli belleklerin piyasaya giri\u015finin yarataca\u011f\u0131 ek talep d\u00e2hil de\u011fil.<\/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\/ai-talebi-patladi-sk-hynix-dram-uretiminde-artisa-gidiyor&#8211;198868<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>K\u00fcresel bellek pazar\u0131nda ya\u015fanan s\u0131k\u0131nt\u0131lar devam ederken, SK Hynix \u00fcretim kapasitesini tarihin en b\u00fcy\u00fck art\u0131\u015flar\u0131ndan biriyle geni\u015fletmeye haz\u0131rlan\u0131yor. Koreli \u00fcretici,\u00a02026 y\u0131l\u0131na kadar DRAM \u00fcretimini sekiz kat\u0131na \u00e7\u0131karacak. Hankyung taraf\u0131ndan &#8230;<\/p>\n","protected":false},"author":1,"featured_media":111711,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[1361],"class_list":["post-111710","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-kapasite"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/111710","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=111710"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/111710\/revisions"}],"predecessor-version":[{"id":111713,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/111710\/revisions\/111713"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/111711"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=111710"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=111710"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=111710"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}