{"id":117612,"date":"2026-01-11T13:12:08","date_gmt":"2026-01-11T13:12:08","guid":{"rendered":"https:\/\/ekamu.net\/?p=117612"},"modified":"2026-01-11T13:12:08","modified_gmt":"2026-01-11T13:12:08","slug":"hp-bellek-kitligi-nedeniyle-cinli-cxmtye-yonelebilir","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2026\/01\/11\/hp-bellek-kitligi-nedeniyle-cinli-cxmtye-yonelebilir\/","title":{"rendered":"HP, bellek k\u0131tl\u0131\u011f\u0131 nedeniyle \u00c7inli CXMT’ye y\u00f6nelebilir"},"content":{"rendered":"

<\/span> D\u00fcnyan\u0131n en b\u00fcy\u00fck PC \u00fcreticilerinden biri olan HP<\/strong>, mevcut se\u00e7eneklerin giderek azalmas\u0131 nedeniyle DRAM tedarikini g\u00fcvence alt\u0131na almak i\u00e7in \u00c7inli bellek \u00fcreticilerine y\u00f6nelebilir.<\/strong> <\/figure>\n

Asya ve Avrupa pazar\u0131ndaki baz\u0131 \u00fcr\u00fcnlerinde CXMT’nin belleklerine yer verebilir<\/b><\/p>\n

Yapay zeka veri merkezlerinin y\u00fcksek talebi nedeniyle bellek arz\u0131ndaki daralma<\/strong> her ge\u00e7en g\u00fcn daha da \u015fiddetlenirken, HP gibi b\u00fcy\u00fck \u00f6l\u00e7ekli OEM\u2019lerin bile tedarik sa\u011flamakta zorland\u0131\u011f\u0131 g\u00f6r\u00fcl\u00fcyor. Bank of America\u2019n\u0131n (BofA) bir raporuna g\u00f6re HP, Asya ve Avrupa pazarlar\u0131na g\u00f6nderilecek s\u0131n\u0131rl\u0131 \u00fcr\u00fcnler i\u00e7in \u00c7inli bellek tedarik\u00e7ilerini tedarik zincirine dahil etmeyi planl\u0131yor. Micron ve Samsung gibi b\u00fcy\u00fck \u00fcreticilerden gelen k\u0131s\u0131tl\u0131 arz\u0131n, CXMT <\/strong>gibi \u00c7inli DRAM ve NAND \u00fcreticilerini \u00f6n\u00fcm\u00fczdeki d\u00f6nemde daha cazip hale getirebilece\u011fi vurgulan\u0131yor.<\/p>\n

CXMT\u2019nin DRAM wafer \u00fcretiminin 2026 y\u0131l\u0131na kadar ayl\u0131k yakla\u015f\u0131k 300 bin adede <\/strong>ula\u015fmas\u0131 bekleniyor. Bu rakam, sekt\u00f6r\u00fcn dev \u00fcreticileriyle k\u0131yasland\u0131\u011f\u0131nda daha d\u00fc\u015f\u00fck kalsa da, \u015firketin HBM \u00fcr\u00fcnlerinde hen\u00fcz agresif bir yayg\u0131nla\u015fma ya\u015famam\u0131\u015f olmas\u0131, DDR5 bellekler i\u00e7in yeterli kapasiteye sahip olmas\u0131n\u0131 sa\u011fl\u0131yor.\u00a0<\/p>\n

HP gibi \u00fcreticilerin CXMT\u2019den bellek temin etmesindeki en b\u00fcy\u00fck engellerden biri ise ABD d\u00fczenlemeleri. Ulusal Savunma Yetkilendirme Yasas\u0131 kapsam\u0131nda, ABD Savunma Bakanl\u0131\u011f\u0131\u2019n\u0131n CXMT kaynakl\u0131 yar\u0131 iletkenleri kullanmas\u0131 yasak.<\/strong> Bu durum, ABD y\u00f6netiminin hassas \u00fcr\u00fcnlerde \u00c7in men\u015feli bile\u015fenlere s\u0131cak bakmad\u0131\u011f\u0131n\u0131 g\u00f6steriyor. \u015eu an i\u00e7in ticari \u00fcr\u00fcnlerde CXMT belleklerinin kullan\u0131m\u0131na y\u00f6nelik do\u011frudan bir yasak bulunmasa da, HP\u2019nin bu se\u00e7ene\u011fi de\u011ferlendirmesi halinde ABD yeni k\u0131s\u0131tlamalar getirebilir.<\/strong><\/p>\n

BofA raporuna g\u00f6re HP\u2019nin CXMT belleklerini kullanmas\u0131 b\u00fcy\u00fck ihtimalle yaln\u0131zca Asya ve Avrupa\u2019ya g\u00f6nderilen belirli \u00fcr\u00fcnlerle s\u0131n\u0131rl\u0131 kalacak. <\/strong>B\u00f6ylece \u015firket, yasal bo\u015fluklardan yararlanarak \u00c7in men\u015feli bellek kullan\u0131m\u0131n\u0131n yerel mevzuatlar\u0131 ihlal etmemesini sa\u011flamay\u0131 hedefleyebilir.<\/p>\n

Genel tabloya bak\u0131ld\u0131\u011f\u0131nda, \u00c7inli bellek ve flash \u00fcreticileri mevcut arz krizinde giderek daha g\u00fc\u00e7l\u00fc bir alternatif haline geliyor. CXMT gibi firmalar\u0131n DRAM \u00fcretimlerinin b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fc hen\u00fcz HBM\u2019e ay\u0131rmam\u0131\u015f olmas\u0131, yapay zeka odakl\u0131 talep devam ederken t\u00fcketici pazar\u0131n\u0131n bir nebze rahatlamas\u0131na katk\u0131 sa\u011flayabilir.<\/p>\n\n

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

Kaynak :\u00a0https:\/\/www.donanimhaber.com\/hp-bellek-kitligi-nedeniyle-cinli-cxmt-ye-yonelebilir–200706<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

D\u00fcnyan\u0131n en b\u00fcy\u00fck PC \u00fcreticilerinden biri olan HP, mevcut se\u00e7eneklerin giderek azalmas\u0131 nedeniyle DRAM tedarikini g\u00fcvence alt\u0131na almak i\u00e7in \u00c7inli bellek \u00fcreticilerine y\u00f6nelebilir. Asya ve Avrupa pazar\u0131ndaki baz\u0131 \u00fcr\u00fcnlerinde CXMT’nin …<\/p>\n","protected":false},"author":1,"featured_media":117613,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[600,380,4006,3144],"class_list":["post-117612","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-bellek","tag-cin","tag-ureticileri","tag-urunler"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/117612","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=117612"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/117612\/revisions"}],"predecessor-version":[{"id":117615,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/117612\/revisions\/117615"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/117613"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=117612"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=117612"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=117612"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}