{"id":91178,"date":"2025-05-11T05:00:08","date_gmt":"2025-05-11T05:00:08","guid":{"rendered":"https:\/\/ekamu.net\/?p=91178"},"modified":"2025-05-11T05:00:08","modified_gmt":"2025-05-11T05:00:08","slug":"intel-ceosu-sirketin-ihtiyac-duydugu-dogru-kisi-mi-pek-oyle-gorunmuyor","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/05\/11\/intel-ceosu-sirketin-ihtiyac-duydugu-dogru-kisi-mi-pek-oyle-gorunmuyor\/","title":{"rendered":"Intel CEO’su \u015firketin ihtiya\u00e7 duydu\u011fu do\u011fru ki\u015fi mi? Pek \u00f6yle g\u00f6r\u00fcnm\u00fcyor"},"content":{"rendered":"

<\/span> 2021 y\u0131l\u0131nda CEO olarak Intel<\/strong>\u2019in ba\u015f\u0131na ge\u00e7en Pat Gelsinger<\/strong>, \u015firketi eski g\u00fcc\u00fcne kavu\u015fturmak amac\u0131yla b\u00fcy\u00fck umutlarla g\u00f6reve ba\u015flam\u0131\u015ft\u0131. Ancak \u00fc\u00e7 y\u0131l\u0131n sonunda, Intel\u2019in mevcut durumu ve ya\u015fad\u0131\u011f\u0131 ciddi zorluklar, Gelsinger’\u0131n do\u011fru lider olup olmad\u0131\u011f\u0131n\u0131n sorgulanmas\u0131na yol a\u00e7\u0131yor. Reuters’\u0131n kapsaml\u0131 ara\u015ft\u0131rmas\u0131, Gelsinger\u2019\u0131n g\u00f6revi s\u0131ras\u0131nda ald\u0131\u011f\u0131 tart\u0131\u015fmal\u0131 kararlar\u0131n ve yapt\u0131\u011f\u0131 hatalar\u0131n Intel\u2019in TSMC <\/strong>ile ili\u015fkisini bozdu\u011funu ve milyarlarca dolara mal oldu\u011funu ortaya koydu. <\/figure>\n

Gelsinger, devasa TSMC indirimini kaybettirdi<\/b><\/p>\n

Gelsinger’\u0131n Intel\u2019e d\u00f6n\u00fc\u015f\u00fc, ba\u015fta yat\u0131r\u0131mc\u0131lar ve \u00e7al\u0131\u015fanlar taraf\u0131ndan co\u015fkuyla kar\u015f\u0131lanm\u0131\u015ft\u0131<\/strong>. Teknoloji k\u00f6kenli bir y\u00f6neticinin tekrar \u015firketin ba\u015f\u0131na ge\u00e7mesi, Intel i\u00e7in olumlu bir geli\u015fme olarak de\u011ferlendirilmi\u015fti o d\u00f6nemlerde. Ne de olsa Gelsinger, kariyerinin 30 y\u0131l\u0131nda Intel i\u00e7in emek d\u00f6km\u00fc\u015ft\u00fc.\u00a0 Ancak bu iyimserlik, Gelsinger\u2019\u0131n TSMC konusunda yapt\u0131\u011f\u0131 hatalar\u0131n ortaya \u00e7\u0131kmas\u0131yla \u00e7ok da uzun s\u00fcrmedi.<\/p>\n

<\/span> Intel<\/strong>, TSMC<\/strong>\u2019den \u00e7ip \u00fcretimi i\u00e7in y\u00fczde 40\u2019a varan indirimler <\/strong>almas\u0131na ra\u011fmen, Gelsinger\u2019\u0131n Tayvan\u2019\u0131n istikrar\u0131na dair yapt\u0131\u011f\u0131 ele\u015ftirel a\u00e7\u0131klamalar, bu indirimlerin geri \u00e7ekilmesine yol a\u00e7t\u0131. Gelsinger, May\u0131s 2021’de Tayvan’\u0131n jeopolitik durumuna at\u0131fta bulunarak \u201cT\u00fcm yumurtalar\u0131n\u0131z\u0131 bir Tayvan fabrikas\u0131n\u0131n sepetine koymak istemezsiniz\u201d <\/strong><\/em>dedi. Daha sonra ayn\u0131 y\u0131l\u0131n Aral\u0131k ay\u0131nda bir teknoloji konferans\u0131nda \u201cTayvan istikrarl\u0131 bir yer de\u011fil\u201d <\/strong><\/em>diyerek \u00e7ip \u00fcreticilerini ABD’de kalmaya te\u015fvik etti. <\/figure>\n

Bu ifadeler Tayvanl\u0131 TSMC\u2019nin Intel’e verdi\u011fi c\u00f6mert ko\u015fullar\u0131 (TSMC’nin Intel i\u00e7in \u00e7ip basaca\u011f\u0131 23.000 dolarl\u0131k 3 nanometrelik yonga plakalar\u0131nda yakla\u015f\u0131k y\u00fczde 40 indirim)<\/em> iptal etmesine yol a\u00e7t\u0131 ve Intel’in kar marjlar\u0131n\u0131 etkiledi. TSMC kurucusu\u00a0Morris Chang, Gelsinger’in a\u00e7\u0131klamalar\u0131n\u0131n ard\u0131ndan “\u00e7ok kaba bir adam”<\/strong> ifadelerini kullanm\u0131\u015ft\u0131.<\/p>\n

Gelsinger\u2019\u0131n Intel i\u00e7in \u00e7izdi\u011fi vizyonda, \u015firketin TSMC gibi yar\u0131 iletken \u00fcretim devleriyle rekabet edebilecek bir pozisyona gelmesi ve b\u00fcy\u00fck bir d\u00f6k\u00fcmhane oyuncusuna d\u00f6n\u00fc\u015fmesi yer al\u0131yordu. Bu do\u011frultuda milyarlarca dolarl\u0131k yeni fabrikalar kurmay\u0131 ve geli\u015fmi\u015f \u00fcretim s\u00fcre\u00e7leri geli\u015ftirmeyi ama\u00e7layan Intel, bu hedeflere ula\u015fmada \u00f6nemli engellerle kar\u015f\u0131la\u015ft\u0131. \u015eirketin en yeni teknolojilerinden biri olan 18A \u00e7ip \u00fcretim s\u00fcreci<\/strong>, teknik sorunlar ve gecikmeler nedeniyle hedeflenen ba\u015far\u0131y\u0131 yakalamakta zorland\u0131 ve zorlanmaya devam ediyor. Intel, 18A \u00fcretim s\u00fcrecinin iyi kalitede oldu\u011funu ve 2025\u2019te s\u00fcre\u00e7 liderli\u011fini geri almalar\u0131n\u0131 sa\u011flayaca\u011f\u0131n\u0131 s\u00f6yl\u00fcyor. \u00d6te yandan potansiyel m\u00fc\u015fteriler yeni teknolojiyi halen benimsemi\u015f de\u011fil. \u00d6te yandan Intel’in \u00fcretim tesisi yat\u0131r\u0131mlar\u0131nda da gecikmeler ya\u015fan\u0131yor.\u00a0Polonya <\/strong>ve Almanya<\/strong>\u2019daki projelerin en az 2 y\u0131l ertelendi\u011fi <\/strong>a\u00e7\u0131klanm\u0131\u015ft\u0131.<\/p>\n

Intel son y\u0131llarda sadece kaybediyor<\/b><\/p>\n

<\/span> Pat Gelsinger’\u0131n bu d\u00f6n\u00fc\u015f\u00fcm planlar\u0131, ayn\u0131 zamanda Intel\u2019in yapay zeka \u00e7ip pazar\u0131<\/strong> i\u00e7in \u00f6ng\u00f6rd\u00fc\u011f\u00fc b\u00fcy\u00fck f\u0131rsatlar\u0131 da i\u00e7eriyordu. Temmuz 2023’te analistlere, 1 milyar dolar\u0131 a\u015fan bir f\u0131rsat potansiyeli oldu\u011funu belirten Gelsinger, bunun b\u00fcy\u00fck k\u0131sm\u0131n\u0131n Gaudi \u00e7iplerinden kaynakland\u0131\u011f\u0131n\u0131 s\u00f6yledi. Ancak Reuters\u2019\u0131n ula\u015ft\u0131\u011f\u0131 kaynaklara g\u00f6re, Intel bu talebi kar\u015f\u0131lamak i\u00e7in yeterli TSMC tedarikini o d\u00f6nemde g\u00fcvenceye almam\u0131\u015ft\u0131. Bu durum, Intel\u2019in iddial\u0131 hedeflerinin sorgulanmas\u0131na neden oldu. G\u00fcncel durumda ise Intel,\u00a0Nvidia <\/strong>ve AMD <\/strong>ile olan yar\u0131\u015f\u0131nda havlu att\u0131; Firma, Gaudi ile art\u0131k daha uygun fiyatl\u0131 \u00e7\u00f6z\u00fcmler sunmaya \u00e7al\u0131\u015facak. <\/figure>\n

Intel\u2019in pazar performans\u0131nda da ciddi d\u00fc\u015f\u00fc\u015fler ya\u015fan\u0131yor. \u015eirketin 2023 y\u0131l\u0131 geliri<\/strong>, Gelsinger\u2019\u0131n g\u00f6revi devrald\u0131\u011f\u0131 zamana k\u0131yasla y\u00fczde 30\u2019un \u00fczerinde azalarak 54 milyar dolara d\u00fc\u015ft\u00fc.<\/strong> Bu y\u0131l i\u00e7in ise, Intel\u2019in 1986\u2019dan bu yana ilk y\u0131ll\u0131k net zarar\u0131n\u0131 a\u00e7\u0131klayaca\u011f<\/strong>\u0131 tahmin ediliyor. Gelsinger’\u0131n d\u00f6neminde \u015firketin hisse de\u011feri,<\/strong> g\u00f6reve ilk ba\u015flad\u0131\u011f\u0131 d\u00f6neme k\u0131yasla y\u00fczde 66 oran\u0131nda d\u00fc\u015ft\u00fc<\/strong>. \u00d6yle ki Starbucks’\u0131n hisseleri Intel’i ge\u00e7ti.<\/p>\n

Intel, artan rekabet kar\u015f\u0131s\u0131nda pozisyonunu korumakta da zorlan\u0131yor. AMD, veri merkezi \u00e7ip pazar\u0131nda pay\u0131n\u0131 art\u0131r\u0131rken; Amazon ve Google gibi teknoloji devleri, kendi \u00e7iplerini geli\u015ftirerek Intel\u2019den ba\u011f\u0131ms\u0131zla\u015fmaya ba\u015flad\u0131. Yapay zeka odakl\u0131 uygulamalarda Nvidia\u2019n\u0131n grafik i\u015flemcileri tercih edilirken, Intel AI pazar\u0131nda kendini kan\u0131tlamak i\u00e7in yo\u011fun bir m\u00fccadele veriyor.\u00a0<\/p>\n

T\u00fcm bu zorluklar kar\u015f\u0131s\u0131nda, Intel yeniden yap\u0131land\u0131rma s\u00fcrecine girdi ve yakla\u015f\u0131k 15.000 \u00e7al\u0131\u015fan\u0131n\u0131 i\u015ften \u00e7\u0131karaca\u011f\u0131n\u0131 a\u00e7\u0131klad\u0131. Ayn\u0131 zamanda maa\u015f kesintileri ve promosyon s\u0131n\u0131rlamalar\u0131 gibi maliyet azalt\u0131c\u0131 \u00f6nlemler de devreye sokuldu. Gelsinger, kendi maa\u015f\u0131nda da kesinti yapmas\u0131na ra\u011fmen 2023’te toplam kazanc\u0131n\u0131, hisse senedi \u00f6d\u00fclleriyle birlikte 16,9 milyon dolara y\u00fckseltti.<\/p>\n\n

https:\/\/www.youtube.com\/embed\/X8UWxXJHHbE<\/span><\/p>\n

Kaynak :\u00a0https:\/\/www.donanimhaber.com\/intel-ceo-sunun-hatasi-milyarlarca-dolara-mal-oldu–183681<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

2021 y\u0131l\u0131nda CEO olarak Intel\u2019in ba\u015f\u0131na ge\u00e7en Pat Gelsinger, \u015firketi eski g\u00fcc\u00fcne kavu\u015fturmak amac\u0131yla b\u00fcy\u00fck umutlarla g\u00f6reve ba\u015flam\u0131\u015ft\u0131. Ancak \u00fc\u00e7 y\u0131l\u0131n sonunda, Intel\u2019in mevcut durumu ve ya\u015fad\u0131\u011f\u0131 ciddi zorluklar, Gelsinger’\u0131n do\u011fru lider olup …<\/p>\n","protected":false},"author":1,"featured_media":91179,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[498,1257,711,1801,369],"class_list":["post-91178","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-cip","tag-intel","tag-kar","tag-tsmc","tag-uretim"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/91178","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=91178"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/91178\/revisions"}],"predecessor-version":[{"id":91183,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/91178\/revisions\/91183"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/91179"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=91178"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=91178"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=91178"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}