{"id":113895,"date":"2025-12-09T13:24:10","date_gmt":"2025-12-09T13:24:10","guid":{"rendered":"https:\/\/ekamu.net\/?p=113895"},"modified":"2025-12-09T13:24:10","modified_gmt":"2025-12-09T13:24:10","slug":"samsung-odagini-hbmden-ddr5-uretimine-kaydiriyor","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/12\/09\/samsung-odagini-hbmden-ddr5-uretimine-kaydiriyor\/","title":{"rendered":"Samsung, oda\u011f\u0131n\u0131 HBM\u2019den DDR5 \u00fcretimine kayd\u0131r\u0131yor"},"content":{"rendered":"<p><figure> <span> <img decoding=\"async\" src=\"https:\/\/ekamu.net\/wp-content\/uploads\/2025\/12\/samsung-odagini-hbmden-ddr5-uretimine-kaydiriyor-0-zqjmfPar.jpg\"\/> <\/span> <strong>Samsung<\/strong>\u2019un \u00fcretim hatlar\u0131nda \u00f6nemli bir y\u00f6n de\u011fi\u015fikli\u011fi g\u00fcndeme gelmi\u015f durumda. \u015eirket, yapay zeka h\u0131zland\u0131r\u0131c\u0131lar\u0131nda kullan\u0131lan <strong>HBM <\/strong>belleklerdeki rekabet bask\u0131s\u0131n\u0131n artmas\u0131 nedeniyle HBM \u00fcretimini azaltarak kapasitesini <strong>DDR5 <\/strong>mod\u00fcllerine kayd\u0131rmaya haz\u0131rlan\u0131yor. Bu strateji, hem mevcut pazar ko\u015fullar\u0131 hem de DDR5 RAM\u2019in ula\u015ft\u0131\u011f\u0131 y\u00fcksek fiyat seviyeleri nedeniyle \u015firketin k\u00e2rl\u0131l\u0131\u011f\u0131n\u0131 art\u0131rma hedefiyle ili\u015fkilendiriliyor. <\/figure>\n<p><b>HBM\u2019de k\u00e2rl\u0131l\u0131k bask\u0131s\u0131 art\u0131yor<\/b><\/p>\n<p>DigiTimes kaynakl\u0131 rapora g\u00f6re Samsung, HBM pazar\u0131nda <strong>SK hynix <\/strong>ve <strong>Micron<\/strong>\u2019un agresif performans\u0131 kar\u015f\u0131s\u0131nda zorlan\u0131yor. SK hynix, \u00f6zellikle HBM3E segmentinde liderli\u011fini peki\u015ftirirken Micron ise t\u00fcketici RAM ve SSD markas\u0131 Crucial\u2019\u0131 kapatarak kurumsal odakl\u0131 stratejisini sertle\u015ftirmi\u015f durumda. Samsung\u2019un HBM3E \u00e7\u00f6z\u00fcmleri Nvidia\u2019n\u0131n zorlu sertifikasyonlar\u0131ndan ge\u00e7mi\u015f olsa da \u015firket, pazar pay\u0131n\u0131 koruyabilmek i\u00e7in HBM fiyatlar\u0131nda ciddi indirimlere gitmek zorunda kal\u0131yor. Bu durum, k\u00e2rl\u0131l\u0131k taraf\u0131nda hissedilir bir bask\u0131 yarat\u0131yor. \u00d6yle ki Samsung\u2019un HBM \u00fcr\u00fcnlerinden elde etti\u011fi k\u00e2r\u0131n, SK hynix\u2019in ayn\u0131 segmentteki marjlar\u0131n\u0131n yakla\u015f\u0131k %30 alt\u0131nda oldu\u011fu belirtiliyor. 2026 i\u00e7in beklenen ikinci bir %30\u2019luk HBM fiyat d\u00fc\u015f\u00fc\u015f\u00fc, bu bask\u0131n\u0131n artaca\u011f\u0131n\u0131n sinyalini veriyor.<\/p>\n<p><b>DDR5 belleklerde vurgun<\/b><\/p>\n<figure> <span> <img decoding=\"async\" src=\"https:\/\/ekamu.net\/wp-content\/uploads\/2025\/12\/samsung-odagini-hbmden-ddr5-uretimine-kaydiriyor-1-fnN3EBFN.jpg\"\/> <\/span> Di\u011fer tarafta DDR5 taraf\u0131 adeta alt\u0131n \u00e7a\u011f\u0131n\u0131 ya\u015f\u0131yor. Samsung\u2019un 2025\u2019in son \u00e7eyre\u011finde kurumsal s\u0131n\u0131f <strong>64 GB RDIMM DDR5<\/strong> mod\u00fcl\u00fc i\u00e7in belirledi\u011fi <strong>450 dolarl\u0131k<\/strong> fiyat, \u015firketin br\u00fct marjlar\u0131n\u0131 %75\u2019in \u00fczerine ta\u015f\u0131m\u0131\u015f durumda. \u00dcstelik bu art\u0131\u015f\u0131n devam etmesi de bekleniyor. 2026\u2019n\u0131n ilk d\u00f6neminde fiyatlar\u0131n 480 dolara \u00e7\u0131kaca\u011f\u0131 \u00f6ng\u00f6r\u00fcl\u00fcrken, spot piyasa fiyatlar\u0131 <strong>\u015fimdiden 780 dolar seviyesini<\/strong> bulmu\u015f durumda. Bu tablo, Samsung\u2019un DDR5 mod\u00fcllerinde yak\u0131n zamanda <strong>500 dolar\u0131n \u00fczerinde fiyatlanma<\/strong> hedefleyebilece\u011fi anlam\u0131na geliyor. <\/figure>\n<p>Bu nedenle Samsung, HBM mod\u00fcllerine ayr\u0131lan kapasitenin bir b\u00f6l\u00fcm\u00fcn\u00fc DDR5 RDIMM \u00fcretimine kayd\u0131rmaya haz\u0131rlan\u0131yor. \u0130\u00e7 raporlara g\u00f6re \u015firket, DRAM \u00fcretiminde kullan\u0131lan mevcut 1a proses hatt\u0131n\u0131n %30 ila %40\u2019\u0131n\u0131, daha verimli \u00e7al\u0131\u015fan 1b ve \u00f6zellikle 1c s\u00fcre\u00e7lerine kayd\u0131racak. Bu d\u00f6n\u00fc\u015f\u00fcm, ayl\u0131k yakla\u015f\u0131k <strong>80.000 DRAM wafer<\/strong>\u2019\u0131n\u0131n serbest kalmas\u0131 ve bunlar\u0131n <strong>DDR5, LPDDR5X, LPDDR6 ve GDDR7<\/strong> gibi daha geni\u015f hacimli DRAM \u00fcr\u00fcnlerine y\u00f6nlendirilmesi anlam\u0131na geliyor.<\/p>\n<p>\u00d6te yandan Samsung\u2019un HBM taraf\u0131ndan \u00e7ekilme veya geride durma gibi bir d\u00fc\u015f\u00fcncesi yok. \u015eirket, HBM4 ile birlikte yeniden daha g\u00fc\u00e7l\u00fc bir konuma ge\u00e7meyi hedefliyor. Ancak k\u0131sa vadede \u00f6ncelik, DDR5\u2019teki ola\u011fan\u00fcst\u00fc k\u00e2rl\u0131l\u0131\u011f\u0131n s\u00fcrd\u00fcr\u00fclmesi.<\/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\/samsung-odagini-hbm-den-ddr5-uretimine-kaydiriyor&#8211;199489<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Samsung\u2019un \u00fcretim hatlar\u0131nda \u00f6nemli bir y\u00f6n de\u011fi\u015fikli\u011fi g\u00fcndeme gelmi\u015f durumda. \u015eirket, yapay zeka h\u0131zland\u0131r\u0131c\u0131lar\u0131nda kullan\u0131lan HBM belleklerdeki rekabet bask\u0131s\u0131n\u0131n artmas\u0131 nedeniyle HBM \u00fcretimini azaltarak kapasitesini DDR5 mod\u00fcllerine &#8230;<\/p>\n","protected":false},"author":1,"featured_media":113896,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[1426,116],"class_list":["post-113895","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-ddr5","tag-fiyat"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/113895","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=113895"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/113895\/revisions"}],"predecessor-version":[{"id":113899,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/113895\/revisions\/113899"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/113896"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=113895"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=113895"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=113895"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}