{"id":116617,"date":"2026-01-04T18:08:08","date_gmt":"2026-01-04T18:08:08","guid":{"rendered":"https:\/\/ekamu.net\/?p=116617"},"modified":"2026-01-04T18:08:08","modified_gmt":"2026-01-04T18:08:08","slug":"hbm4u-deneyen-musterilerden-aciklama-samsung-geri-dondu","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2026\/01\/04\/hbm4u-deneyen-musterilerden-aciklama-samsung-geri-dondu\/","title":{"rendered":"HBM4\u2019\u00fc deneyen m\u00fc\u015fterilerden a\u00e7\u0131klama: \u201cSamsung geri d\u00f6nd\u00fc\u201d"},"content":{"rendered":"

<\/span> Samsung Electronics<\/strong>, yeni nesil y\u00fcksek bant geni\u015flikli bellek \u00e7\u00f6z\u00fcmleriyle m\u00fc\u015fterileri etkilemeyi ba\u015farm\u0131\u015f gibi g\u00f6r\u00fcn\u00fcyor. \u015eirketin e\u015f CEO\u2019su ve yar\u0131 iletkenlerden sorumlu y\u00f6neticisi Jun Young-hyun<\/strong>, y\u0131lba\u015f\u0131 mesaj\u0131nda m\u00fc\u015fterilerden gelen geri bildirimlere dikkat \u00e7ekerek HBM4<\/strong> belleklerinin rekabet g\u00fcc\u00fcn\u00fcn \u00f6vg\u00fc toplad\u0131\u011f\u0131n\u0131 ve baz\u0131 m\u00fc\u015fterilerin a\u00e7\u0131k\u00e7a \u201cSamsung geri d\u00f6nd\u00fc<\/em><\/strong>\u201d ifadesini kulland\u0131\u011f\u0131n\u0131 s\u00f6yledi. <\/figure>\n

HBM4 bellekler \u015firket i\u00e7in kritik \u00f6neme sahip<\/b><\/p>\n

Jun, HBM4 taraf\u0131nda \u00f6nemli bir ivme yakaland\u0131\u011f\u0131n\u0131 vurgulasa da rekabetin halen yo\u011fun oldu\u011funu ve \u00fcr\u00fcnlerin daha da geli\u015ftirilmesi gerekti\u011fini dile getirdi. Samsung\u2019un \u00f6zellikle yapay zeka h\u0131zland\u0131r\u0131c\u0131lar\u0131nda kullan\u0131lan bellek \u00e7\u00f6z\u00fcmlerinde rakipleriyle aras\u0131ndaki fark\u0131 kapatmaya \u00e7al\u0131\u015ft\u0131\u011f\u0131 bu d\u00f6nemde HBM4, \u015firket i\u00e7in stratejik bir d\u00f6n\u00fcm noktas\u0131 olarak g\u00f6r\u00fcl\u00fcyor.<\/p>\n

Samsung, ekim ay\u0131nda yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, ABD merkezli yapay zeka devi Nvidia<\/strong>\u2019ya HBM4 tedariki i\u00e7in yak\u0131n temas <\/strong>halinde oldu\u011funu duyurmu\u015ftu. Samsung\u2019un en b\u00fcy\u00fck rakibi olan SK Hynix\u2019in CEO\u2019su Kwak Noh-Junh ise yapay zeka talebinin beklentilerin \u00f6tesinde h\u0131zla ger\u00e7e\u011fe d\u00f6n\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc belirterek rekabetin art\u0131k daha da keskinle\u015fti\u011fini ve 2026 i\u015f ortam\u0131n\u0131n bir \u00f6nceki y\u0131la k\u0131yasla daha zorlu olaca\u011f\u0131n\u0131 ifade etti.<\/p>\n

Pazar ara\u015ft\u0131rma \u015firketi Counterpoint Research verilerine g\u00f6re 2025\u2019in \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fi itibar\u0131yla HBM pazar\u0131nda liderlik y\u00fczde 53 payla SK Hynix\u2019in elinde<\/strong> bulunuyor. Samsung<\/strong> y\u00fczde 35<\/strong>\u2019lik payla ikinci s\u0131rada yer al\u0131rken Micron <\/strong>ise y\u00fczde 11<\/strong> ile \u00fc\u00e7\u00fcnc\u00fc s\u0131rada konumlan\u0131yor. Bu da\u011f\u0131l\u0131m, Samsung\u2019un HBM4 ile neden agresif bir at\u0131l\u0131m i\u00e7inde oldu\u011funu da a\u00e7\u0131k\u00e7a ortaya koyuyor.<\/p>\n

Samsung\u2019un yar\u0131 iletken stratejisi yaln\u0131zca bellekle s\u0131n\u0131rl\u0131 de\u011fil. \u015eirketin d\u00f6k\u00fcmhane faaliyetlerine de de\u011finen Jun Young-hyun, k\u00fcresel \u00f6l\u00e7ekte b\u00fcy\u00fck m\u00fc\u015fterilerle yap\u0131lan son tedarik anla\u015fmalar\u0131n\u0131n bu i\u015f kolunu \u00f6nemli bir s\u0131\u00e7rama i\u00e7in haz\u0131r hale getirdi\u011fini s\u00f6yledi. Temmuz ay\u0131nda Tesla ile imzalanan 16,5 milyar dolarl\u0131k \u00e7ip \u00fcretim anla\u015fmas\u0131, bu alandaki en dikkat \u00e7ekici ad\u0131mlardan biri olarak \u00f6ne \u00e7\u0131k\u0131yor.<\/p>\n

Samsung\u2019un di\u011fer e\u015f CEO\u2019su ve mobil b\u00f6l\u00fcm\u00fcn\u00fcn ba\u015f\u0131ndaki TM Roh ise 2026 y\u0131l\u0131na dair daha temkinli bir tablo \u00e7izdi. Roh, artan bile\u015fen fiyatlar\u0131 ve k\u00fcresel g\u00fcmr\u00fck tarifelerinin \u00f6n\u00fcm\u00fczdeki d\u00f6nemde belirsizlik ve riskleri art\u0131raca\u011f\u0131n\u0131 vurgulad\u0131. Bu ortamda rekabet avantaj\u0131n\u0131 koruyabilmek i\u00e7in \u015firketin tedarik zincirini \u00e7e\u015fitlendirme, k\u00fcresel operasyonlar\u0131 optimize etme ve bile\u015fen tedariki ile fiyatland\u0131rma risklerini proaktif \u015fekilde y\u00f6netme stratejisine a\u011f\u0131rl\u0131k verece\u011fini belirtti.<\/p>\n\n

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

Kaynak :\u00a0https:\/\/www.donanimhaber.com\/hbm4-u-deneyen-musterilerden-aciklama-samsung-geri-dondu–200460<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Samsung Electronics, yeni nesil y\u00fcksek bant geni\u015flikli bellek \u00e7\u00f6z\u00fcmleriyle m\u00fc\u015fterileri etkilemeyi ba\u015farm\u0131\u015f gibi g\u00f6r\u00fcn\u00fcyor. \u015eirketin e\u015f CEO\u2019su ve yar\u0131 iletkenlerden sorumlu y\u00f6neticisi Jun Young-hyun, y\u0131lba\u015f\u0131 mesaj\u0131nda m\u00fc\u015fterilerden gelen geri …<\/p>\n","protected":false},"author":1,"featured_media":116618,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[600,6413,298,259],"class_list":["post-116617","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-bellek","tag-hbm4","tag-samsung","tag-sirket"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/116617","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=116617"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/116617\/revisions"}],"predecessor-version":[{"id":116620,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/116617\/revisions\/116620"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/116618"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=116617"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=116617"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=116617"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}