{"id":116408,"date":"2026-01-02T20:40:11","date_gmt":"2026-01-02T20:40:11","guid":{"rendered":"https:\/\/ekamu.net\/?p=116408"},"modified":"2026-01-02T20:40:11","modified_gmt":"2026-01-02T20:40:11","slug":"tsmcnin-2-nm-surecinin-rekor-gelir-uretmesi-bekleniyor","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2026\/01\/02\/tsmcnin-2-nm-surecinin-rekor-gelir-uretmesi-bekleniyor\/","title":{"rendered":"TSMC&#8217;nin 2 nm s\u00fcrecinin rekor gelir \u00fcretmesi bekleniyor"},"content":{"rendered":"<p><figure> <span> <img decoding=\"async\" src=\"https:\/\/ekamu.net\/wp-content\/uploads\/2026\/01\/tsmcnin-2-nm-surecinin-rekor-gelir-uretmesi-bekleniyor-0-vtham8kg.jpg\"\/> <\/span> Yar\u0131 iletken sekt\u00f6r\u00fcnde yapay zeka kaynakl\u0131 talep patlamas\u0131, <strong>TSMC<\/strong>\u2019nin en ileri \u00fcretim teknolojilerinde dengeleri h\u0131zla de\u011fi\u015ftiriyor. \u015eirketin <strong>2 nm<\/strong> \u00fcretim s\u00fcreci, daha \u015fimdiden yo\u011fun talep nedeniyle kapasite s\u0131n\u0131rlar\u0131na yakla\u015fm\u0131\u015f durumda. Mevcut veriler, TSMC\u2019nin 2 nm teknolojisinin 2026\u2019n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fi itibar\u0131yla <strong>3 nm ve 5 nm<\/strong> <strong>s\u00fcre\u00e7lerinin<\/strong> <strong>k\u00fcm\u00fclatif gelirini geride b\u0131rakabilece\u011fine<\/strong> i\u015faret ediyor. <\/figure>\n<p><b>TSMC, 2 nm ile para basacak<\/b><\/p>\n<p>TSMC\u2019nin yeni nesil 2 nm \u00fcretim s\u00fcreci i\u00e7in 1 Ocak itibar\u0131yla fiyat art\u0131\u015f\u0131na gitmesi beklenirken bu durumun m\u00fc\u015fteri sipari\u015flerinde bir yava\u015flamaya yol a\u00e7mad\u0131\u011f\u0131 belirtiliyor. \u00d6zellikle yapay zeka h\u0131zland\u0131r\u0131c\u0131lar\u0131, veri merkezi \u00e7\u00f6z\u00fcmleri ve y\u00fcksek performansl\u0131 i\u015flemcilere y\u00f6nelik talep 2 nm \u00fcretim hatt\u0131na olan ilgiyi daha da art\u0131r\u0131yor.<\/p>\n<p>TSMC\u2019nin mevcut planlar\u0131na g\u00f6re Tayvan ve ABD\u2019de toplamda <strong>10 adet 2 nm<\/strong> fabrikas\u0131n\u0131n faaliyete ge\u00e7mesi \u00f6ng\u00f6r\u00fcl\u00fcyor. Bu tesislerle birlikte \u015firketin 2 nm \u00fcretim kapasitesinin, 2026 sonuna kadar <strong>ayl\u0131k 80 bin ila 100 bin wafer<\/strong> seviyesine ula\u015fmas\u0131 hedefleniyor. Artan talebi kar\u015f\u0131lamak i\u00e7in TSMC, <strong>Tayvan\u2019da \u00fc\u00e7 yeni 2nm tesisi<\/strong> daha in\u015fa etmeyi planl\u0131yor. Bu geni\u015fleme hamlesinin toplam maliyetinin yakla\u015f\u0131k <strong>28,6 milyar dolar<\/strong> olaca\u011f\u0131 tahmin ediliyor.<\/p>\n<p>TSMC\u2019nin 2 nm s\u00fcreci ilk kez 2023\u2019\u00fcn \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finde gelir kalemlerine yans\u0131maya ba\u015flad\u0131 ve o d\u00f6nemde toplam gelirin yakla\u015f\u0131k y\u00fczde 6\u2019s\u0131n\u0131 olu\u015fturdu. Bu oran, 2023\u2019\u00fcn d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finde y\u00fczde 15 seviyesine kadar y\u00fckseldi. G\u00fcncel tabloda ise 5nm \u00fcretim s\u00fcreci toplam gelirin yakla\u015f\u0131k y\u00fczde 60\u2019\u0131n\u0131 olu\u015fturuyor. Ancak uzmanlar, \u00f6n\u00fcm\u00fczdeki d\u00f6nemde bu pay\u0131n kademeli olarak d\u00fc\u015fece\u011fini, 3 nm ve \u00f6zellikle 2 nm teknolojilerinin h\u0131zla \u00f6ne \u00e7\u0131kaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor.<\/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\/tsmc-nin-2-nm-surecinin-rekor-gelir-uretmesi-bekleniyor&#8211;200407<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Yar\u0131 iletken sekt\u00f6r\u00fcnde yapay zeka kaynakl\u0131 talep patlamas\u0131, TSMC\u2019nin en ileri \u00fcretim teknolojilerinde dengeleri h\u0131zla de\u011fi\u015ftiriyor. \u015eirketin 2 nm \u00fcretim s\u00fcreci, daha \u015fimdiden yo\u011fun talep nedeniyle kapasite s\u0131n\u0131rlar\u0131na yakla\u015fm\u0131\u015f durumda. Mevcut &#8230;<\/p>\n","protected":false},"author":1,"featured_media":116409,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[6649],"class_list":["post-116408","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-2-nm"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/116408","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=116408"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/116408\/revisions"}],"predecessor-version":[{"id":116411,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/116408\/revisions\/116411"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/116409"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=116408"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=116408"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=116408"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}