{"id":112977,"date":"2025-12-02T09:12:11","date_gmt":"2025-12-02T09:12:11","guid":{"rendered":"https:\/\/ekamu.net\/?p=112977"},"modified":"2025-12-02T09:12:11","modified_gmt":"2025-12-02T09:12:11","slug":"bellek-fiyatlari-dusmeyecek-samsung-ve-sk-hynix-uretimi-bilerek-kisiyor","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/12\/02\/bellek-fiyatlari-dusmeyecek-samsung-ve-sk-hynix-uretimi-bilerek-kisiyor\/","title":{"rendered":"Bellek fiyatlar\u0131 d\u00fc\u015fmeyecek: Samsung ve SK hynix \u00fcretimi bilerek k\u0131s\u0131yor"},"content":{"rendered":"

\n

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

DRAM<\/strong> pazar\u0131nda k\u00fcresel \u00fcretimin b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fc kontrol eden Samsung ve SK hynix<\/strong>, son d\u00f6nemde h\u0131zla artan talebe ra\u011fmen \u00fcretimi agresif bi\u00e7imde geni\u015fletmeye yana\u015fm\u0131yor. Sekt\u00f6rde ya\u015fanan bellek krizinde talep en y\u00fcksek seviyeye ula\u015fm\u0131\u015f durumda ancak iki dev \u00fcreticinin yakla\u015f\u0131m\u0131, arz\u0131 art\u0131rmak yerine fiyat istikrar\u0131n\u0131 ve uzun vadeli k\u00e2rl\u0131l\u0131\u011f\u0131 korumaya odaklan\u0131yor.<\/p>\n

Bu tav\u0131r, \u00f6zellikle t\u00fcketici taraf\u0131nda ciddi fiyat art\u0131\u015flar\u0131na neden olan b\u00fcy\u00fck arz s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n\u0131n k\u0131sa vadede \u00e7\u00f6z\u00fclmeyece\u011fini g\u00f6steriyor. Bilindi\u011fi \u00fczere DRAM, bilgisayarlardan sunuculara, ak\u0131ll\u0131 telefonlardan konsollardaki grafik birimine, Ak\u0131ll\u0131 TV\u2019ler\u2019den IoT cihazlar\u0131na kadar bir\u00e7ok \u00fcr\u00fcnde kullan\u0131l\u0131yor.<\/p>\n

2028\u2019e kadar s\u00fcrebilir<\/b><\/p>\n

Kore merkezli Hankyung\u2019un aktard\u0131\u011f\u0131 bilgilere g\u00f6re her iki \u015firket de mevcut durumun \u201cyak\u0131n vadede ge\u00e7meyecek bir s\u0131k\u0131\u015f\u0131kl\u0131k<\/strong>\u201d oldu\u011funu de\u011ferlendiriyor. Samsung, yapt\u0131\u011f\u0131 a\u00e7\u0131klamada tesisleri h\u0131zla b\u00fcy\u00fctmek yerine sermaye harcamalar\u0131n\u0131 talep ve fiyat dengesine g\u00f6re planlayacaklar\u0131n\u0131, b\u00f6ylece a\u015f\u0131r\u0131 \u00fcretim riskini en aza indirmeyi hedeflediklerini belirtti. \u015eirket, son y\u0131llarda pandemi d\u00f6neminde ya\u015fanan talep \u00e7\u00f6k\u00fc\u015f\u00fcyle birlikte DRAM hatlar\u0131nda ciddi k\u0131s\u0131nt\u0131ya gidildi\u011fini, bu nedenle \u00fcretim kapasitesinin h\u00e2l\u00e2 kontroll\u00fc bi\u00e7imde i\u015fletildi\u011fini hat\u0131rlat\u0131yor.<\/p>\n

Pandemi sonras\u0131 d\u00f6nemde talep yeniden y\u00fckseli\u015fe ge\u00e7erken \u00f6zellikle yapay zek\u00e2 altyap\u0131lar\u0131na y\u00f6nelik yo\u011fun DRAM ihtiyac\u0131 \u00fcreticilerin mevcut kapasitesini zorlam\u0131\u015f durumda. Ancak sekt\u00f6r temsilcileri, AI talebinin zamanla normalle\u015fmesi halinde art\u0131r\u0131lm\u0131\u015f kapasitenin \u00e7ok h\u0131zl\u0131 \u015fekilde \u201carz fazlas\u0131<\/strong>\u201dna d\u00f6n\u00fc\u015febilece\u011fini bunun da fiyatlarda sert d\u00fc\u015f\u00fc\u015fe yol a\u00e7aca\u011f\u0131n\u0131 vurguluyor. Bu nedenle Samsung ve SK hynix, yeni hat yat\u0131r\u0131mlar\u0131n\u0131 temkinli bi\u00e7imde ilerletiyor.<\/p>\n

Tedarik\u00e7iler, DRAM taraf\u0131ndaki s\u0131k\u0131\u015f\u0131kl\u0131\u011f\u0131n 2028 sonras\u0131na kadar uzayabilece\u011fini de\u011ferlendiriyor. Bu ortamda \u00fcreticiler, uzun s\u00fcreli fiyat sabitlemeli anla\u015fmalar yerine k\u0131sa d\u00f6nemli s\u00f6zle\u015fmelere y\u00f6neliyor. B\u00f6ylece fiyat de\u011fi\u015fimlerinin m\u00fc\u015fteri tekliflerine daha h\u0131zl\u0131 yans\u0131t\u0131lmas\u0131 hedefleniyor. Bu ad\u0131m da piyasa genelinde fiyatlar\u0131n daha oynak ve y\u00fcksek seyretmesine neden oluyor. Bu arada, DRAM ile birlikte daha \u00e7ok depolama ama\u00e7l\u0131 kullan\u0131lan NAND belleklerde de fiyatlar artmaya devam edecek.<\/p>\n\n

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

Kaynak :\u00a0https:\/\/www.donanimhaber.com\/samsung-ve-sk-hynix-bellek-uretimini-bilerek-sinirli-tutuyor–199217<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

DRAM pazar\u0131nda k\u00fcresel \u00fcretimin b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fc kontrol eden Samsung ve SK hynix, son d\u00f6nemde h\u0131zla artan talebe ra\u011fmen \u00fcretimi agresif bi\u00e7imde geni\u015fletmeye yana\u015fm\u0131yor. Sekt\u00f6rde ya\u015fanan bellek krizinde talep en y\u00fcksek seviyeye ula\u015fm\u0131\u015f durumda …<\/p>\n","protected":false},"author":1,"featured_media":112978,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[2547,116],"class_list":["post-112977","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-dram","tag-fiyat"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/112977","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=112977"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/112977\/revisions"}],"predecessor-version":[{"id":112980,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/112977\/revisions\/112980"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/112978"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=112977"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=112977"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=112977"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}