{"id":118368,"date":"2026-01-15T20:56:09","date_gmt":"2026-01-15T20:56:09","guid":{"rendered":"https:\/\/ekamu.net\/?p=118368"},"modified":"2026-01-15T20:56:09","modified_gmt":"2026-01-15T20:56:09","slug":"tsmcden-intele-net-mesaj-sadece-para-dokerek-rekabet-edilemez","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2026\/01\/15\/tsmcden-intele-net-mesaj-sadece-para-dokerek-rekabet-edilemez\/","title":{"rendered":"TSMC\u2019den Intel’e net mesaj: Sadece para d\u00f6kerek rekabet edilemez"},"content":{"rendered":"

<\/span> D\u00fcnyan\u0131n en b\u00fcy\u00fck yar\u0131 iletken d\u00f6k\u00fcm \u00fcreticisi TSMC<\/strong>\u2019nin CEO\u2019su ve Y\u00f6netim Kurulu Ba\u015fkan\u0131 C.C. Wei<\/strong>, Intel Foundry<\/strong>\u2019nin son d\u00f6nemde h\u0131z kazanan yat\u0131r\u0131mlar\u0131 ve teknolojik hamleleriyle ilgili dikkat \u00e7ekici a\u00e7\u0131klamalarda bulundu. Wei, Intel\u2019in \u00fcretim taraf\u0131nda ilerleme kaydetti\u011fini kabul etmekle birlikte ileri seviye \u00e7ip \u00fcretiminde ba\u015far\u0131n\u0131n yaln\u0131zca b\u00fcy\u00fck sermaye yat\u0131r\u0131mlar\u0131yla sa\u011flanamayaca\u011f\u0131n\u0131 vurgulad\u0131. <\/figure>\n

TSMC kendine g\u00fcveniyor<\/b><\/p>\n

TSMC cephesinin artan rekabetten endi\u015fe duymad\u0131\u011f\u0131n\u0131 s\u00f6yleyen Wei, \u015firketin onlarca y\u0131ld\u0131r yo\u011fun rekabet ortam\u0131nda b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fc ve bu alandaki deneyimine g\u00fcvendi\u011fini dile getirdi.<\/p>\n

<\/span> TSMC, d\u00f6k\u00fcmhane pazar\u0131nda en y\u00fcksek paya sahip konumunu \u00f6zellikle yapay zeka ve y\u00fcksek performansl\u0131 hesaplama odakl\u0131 m\u00fc\u015fteriler sayesinde daha da g\u00fc\u00e7lendirmi\u015f durumda. Ancak artan talep ve kapasite s\u0131n\u0131rlamalar\u0131 Samsung ve Intel Foundry gibi rakipler i\u00e7in yeni f\u0131rsatlar yarat\u0131yor. Bu noktada Intel Foundry, \u00f6zellikle 18A ve 14A \u00fcretim s\u00fcre\u00e7leri konusundaki iddial\u0131 planlar\u0131yla \u00f6ne \u00e7\u0131k\u0131yor. <\/figure>\n

Bir kazan\u00e7 toplant\u0131s\u0131nda konu\u015fan C.C. Wei, Intel gibi rakiplerin TSMC\u2019yi sadece y\u00fcksek miktarda yat\u0131r\u0131m yaparak geride b\u0131rakamayaca\u011f\u0131n\u0131 belirtti. C.C. Wei, Intel\u2019deki ilerleme i\u00e7in \u201cendi\u015feli olmad\u0131\u011f\u0131n\u0131<\/strong>\u201d aktar\u0131rken rakiplerin geli\u015fmi\u015f yonga s\u00fcre\u00e7lerine \u201csermaye ak\u0131tarak<\/strong>\u201d TSMC’yi kolayca yenemeyece\u011fini s\u00f6yledi.<\/p>\n

Wei\u2019ye g\u00f6re ileri \u00fcretim s\u00fcre\u00e7lerinde as\u0131l belirleyici olan unsurlar, \u00fcretim hatlar\u0131n\u0131n do\u011fru \u015fekilde haz\u0131rlanmas\u0131, i\u015f ortaklar\u0131n\u0131n tasar\u0131mlar\u0131n\u0131n sertifikasyon s\u00fcrecinden ge\u00e7irilmesi ve d\u0131\u015f m\u00fc\u015fteriler i\u00e7in yeterli ve s\u00fcrd\u00fcr\u00fclebilir kapasitenin olu\u015fturulmas\u0131.<\/p>\n

Intel\u2019de 18A ve 14A iyimserli\u011fi<\/b><\/p>\n

\u00d6ten yandan Intel Foundry son d\u00f6nemde \u00f6zellikle Panther Lake<\/strong> platformuyla dikkat \u00e7ekiyor. \u015eirketin kendi geli\u015ftirdi\u011fi 18A<\/strong> \u00fcretim teknolojisi \u00fczerine in\u015fa edilen bu mimari, Intel\u2019in d\u00f6k\u00fcmhane taraf\u0131nda ciddi bir oyuncu olma hedefini somutla\u015ft\u0131ran \u00f6nemli bir ad\u0131m olarak g\u00f6r\u00fcl\u00fcyor. Bununla birlikte 18A-P ve 14A<\/strong> s\u00fcre\u00e7lerinin Apple, Nvidia, AMD ve Qualcomm gibi sekt\u00f6r devlerinin ilgisini \u00e7ekti\u011fi biliniyor. Bu ilgi kesin sipari\u015fe d\u00f6n\u00fc\u015fmese de Intel\u2019in bu alanda kendine g\u00fcveni y\u00fcksek.<\/p>\n

Bu arada C.C. Wei\u2019nin s\u00f6ylemleri sadece Intel\u2019in yapt\u0131\u011f\u0131 yat\u0131r\u0131mlara y\u00f6nelik de\u011fil. Bilindi\u011fi \u00fczere ABD 8,9 milyar dolar, Nvidia 5 milyar dolar ve Softbank de 2 milyar dolar yat\u0131r\u0131m taahh\u00fcd\u00fcnde bulunmu\u015ftu.<\/p>\n\n

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

Kaynak :\u00a0https:\/\/www.donanimhaber.com\/tsmc-den-intel-e-net-mesaj-sadece-para-dokerek-rekabet-edilemez–200927<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

D\u00fcnyan\u0131n en b\u00fcy\u00fck yar\u0131 iletken d\u00f6k\u00fcm \u00fcreticisi TSMC\u2019nin CEO\u2019su ve Y\u00f6netim Kurulu Ba\u015fkan\u0131 C.C. Wei, Intel Foundry\u2019nin son d\u00f6nemde h\u0131z kazanan yat\u0131r\u0131mlar\u0131 ve teknolojik hamleleriyle ilgili dikkat \u00e7ekici a\u00e7\u0131klamalarda bulundu. Wei, Intel\u2019in \u00fcretim …<\/p>\n","protected":false},"author":1,"featured_media":118369,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[1257,1801,369,7076,79],"class_list":["post-118368","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-intel","tag-tsmc","tag-uretim","tag-wei","tag-yatirim"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/118368","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=118368"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/118368\/revisions"}],"predecessor-version":[{"id":118372,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/118368\/revisions\/118372"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/118369"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=118368"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=118368"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=118368"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}