{"id":112851,"date":"2025-12-01T16:56:11","date_gmt":"2025-12-01T16:56:11","guid":{"rendered":"https:\/\/ekamu.net\/?p=112851"},"modified":"2025-12-01T16:56:11","modified_gmt":"2025-12-01T16:56:11","slug":"nand-krizi-buyuyor-fiyatlar-yukselmeye-devam-edecek","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/12\/01\/nand-krizi-buyuyor-fiyatlar-yukselmeye-devam-edecek\/","title":{"rendered":"NAND krizi b\u00fcy\u00fcyor: Fiyatlar y\u00fckselmeye devam edecek"},"content":{"rendered":"<p><figure> <span> <img decoding=\"async\" src=\"https:\/\/ekamu.net\/wp-content\/uploads\/2025\/12\/nand-krizi-buyuyor-fiyatlar-yukselmeye-devam-edecek-0-xxluCXWA.jpg\"\/> <\/span> Bellek piyasas\u0131nda ya\u015fanan maliyet bask\u0131s\u0131 artarken, NAND wafer tedarikinde ya\u015fanan tablo daha da karma\u015f\u0131k h\u00e2le gelmeye devam ediyor. Son olarak ara\u015ft\u0131rma ve analist firmas\u0131 TrendForce, NAND wafer fiyatlar\u0131 ve sekt\u00f6r\u00fcn durumu hakk\u0131nda yeni bir rapor payla\u015ft\u0131.\u00a0Kas\u0131m 2025 verilerine g\u00f6re fiyatlar y\u00fckselmeye devam edecek. <\/figure>\n<p><b>Kas\u0131mda fiyatlar y\u00fczde 60&#8217;\u0131 a\u015ft\u0131<\/b><\/p>\n<p>Trenforce&#8217;a g\u00f6re\u00a0tedarik\u00e7ilerin \u00fcretim hatlar\u0131n\u0131 y\u00fcksek marjl\u0131 kurumsal segmentlere kayd\u0131rmas\u0131,Kas\u0131m ay\u0131nda<strong> kontrat fiyatlar\u0131n\u0131n t\u00fcm kategorilerde<\/strong> keskin \u015fekilde y\u00fckselmesine yol a\u00e7t\u0131. Ayl\u0131k ortalama art\u0131\u015flar <strong>y\u00fczde 20 ile y\u00fczde 60&#8217;\u0131n \u00fczerinde<\/strong> de\u011fi\u015firken, bu y\u00fckseli\u015fin <strong>Aral\u0131k ay\u0131nda da devam edece\u011fi<\/strong> belirtiliyor.<\/p>\n<p>En belirgin daralma ise 1<strong> Tb TLC segmentinde<\/strong> ortaya \u00e7\u0131kt\u0131. Kurumsal SSD&#8217;lere y\u00f6nelik g\u00fc\u00e7l\u00fc talep, bu segmentteki wafer fiyatlar\u0131n\u0131 k\u0131sa s\u00fcrede yukar\u0131 ta\u015f\u0131d\u0131. TrendForce&#8217;a g\u00f6re 512 Gb TLC, eski \u00fcretim d\u00fc\u011f\u00fcmlerinin daha h\u0131zl\u0131 kapat\u0131lmas\u0131 nedeniyle t\u00fcm TLC ailesi i\u00e7inde en sert fiyat art\u0131\u015f\u0131n\u0131 ya\u015fad\u0131 ve ayl\u0131k bazda <strong>y\u00fczde 65&#8217;in \u00fczerinde bir y\u00fckseli\u015f<\/strong> g\u00f6rd\u00fc.\u00a0<\/p>\n<p>QLC ekosistemi de bu bask\u0131dan ka\u00e7amad\u0131. Y\u00fcksek kapasiteli kurumsal \u00fcr\u00fcnler ve so\u011fuk depolama \u00e7\u00f6z\u00fcmlerine olan talep, \u00f6zellikle 1 Tb QLC wafer&#8217;lar\u0131nda ciddi art\u0131\u015flara neden oldu. MLC \u00fcr\u00fcnlerinde ise art\u0131\u015f daha istikrarl\u0131 bir \u015fekilde ilerledi. Analistler,\u00a0wafer seviyesindeki s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n k\u0131sa vadede \u00e7\u00f6z\u00fcme kavu\u015fmayaca\u011f\u0131n\u0131 s\u00f6yl\u00fcyor. Dolay\u0131s\u0131yla\u00a02026 boyunca \u00fcreticilerin kapasite da\u011f\u0131l\u0131m\u0131, \u00fcr\u00fcn konumland\u0131rmas\u0131 ve fiyat y\u00f6netimini \u00e7ok daha temkinli y\u00fcr\u00fctmesi gerekecek.<\/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\/nand-krizi-buyuyor-fiyatlar-yukselmeye-devam-edecek&#8211;199206<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Bellek piyasas\u0131nda ya\u015fanan maliyet bask\u0131s\u0131 artarken, NAND wafer tedarikinde ya\u015fanan tablo daha da karma\u015f\u0131k h\u00e2le gelmeye devam ediyor. Son olarak ara\u015ft\u0131rma ve analist firmas\u0131 TrendForce, NAND wafer fiyatlar\u0131 ve sekt\u00f6r\u00fcn durumu hakk\u0131nda yeni bir &#8230;<\/p>\n","protected":false},"author":1,"featured_media":112852,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[1491,6695],"class_list":["post-112851","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-fiyatlar","tag-wafer"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/112851","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=112851"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/112851\/revisions"}],"predecessor-version":[{"id":112854,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/112851\/revisions\/112854"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/112852"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=112851"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=112851"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=112851"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}