{"id":91547,"date":"2025-05-12T21:24:07","date_gmt":"2025-05-12T21:24:07","guid":{"rendered":"https:\/\/ekamu.net\/?p=91547"},"modified":"2025-05-12T21:24:07","modified_gmt":"2025-05-12T21:24:07","slug":"samsungun-cip-uretim-kari-adeta-cakildi-ama-geri-donus-sinyalleri-var","status":"publish","type":"post","link":"https:\/\/ekamu.net\/index.php\/2025\/05\/12\/samsungun-cip-uretim-kari-adeta-cakildi-ama-geri-donus-sinyalleri-var\/","title":{"rendered":"Samsung\u2019un \u00e7ip \u00fcretim k\u00e2r\u0131 adeta \u00e7ak\u0131ld\u0131 ama geri d\u00f6n\u00fc\u015f sinyalleri var"},"content":{"rendered":"

<\/span> G\u00fcney Koreli teknoloji devi Samsung<\/strong>, yar\u0131 iletken sekt\u00f6r\u00fcndeki zorlu ko\u015fullarla kar\u015f\u0131 kar\u015f\u0131ya kalmaya devam ediyor. \u015eirketin yar\u0131 iletken <\/strong>s\u00fcre\u00e7lerinin topland\u0131\u011f\u0131 DS <\/strong>(Device Solutions) b\u00f6l\u00fcm\u00fc \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek finansal sonu\u00e7lar\u0131na g\u00f6re k\u00e2rl\u0131l\u0131kta y\u00fczde 40’l\u0131k b\u00fcy\u00fck bir d\u00fc\u015f\u00fc\u015f <\/strong>ya\u015fad\u0131. Bu durum, Samsung’un HBM i\u015f kolundaki zay\u0131f performansla do\u011frudan ba\u011flant\u0131l\u0131. <\/figure>\n

Yar\u0131 iletken biriminde k\u00e2rl\u0131l\u0131k d\u00fc\u015ft\u00fc<\/b><\/p>\n

Samsung’un duyurdu\u011fu \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek 2024 gelir raporu, \u015firketin DS <\/strong>b\u00f6l\u00fcm\u00fcn\u00fcn i\u015fletme k\u00e2r\u0131n\u0131n<\/strong> 3.86 trilyon KRW <\/strong>(2.8 milyar dolar) olarak ger\u00e7ekle\u015fti\u011fini ve bunun, beklenen 4.2 trilyon KRW<\/strong>‘den (3.05 milyar dolar) d\u00fc\u015f\u00fck oldu\u011funu ortaya koydu. Bu \u00e7eyrekteki k\u00e2r da ikinci \u00e7eyre\u011fe k\u0131yasla y\u00fczde 40 d\u00fc\u015ft\u00fc. \u00a0\u015eirketin HBM i\u015findeki daralma<\/strong>, \u00f6zellikle Nvidia gibi yapay zeka devlerinden ilgi g\u00f6rmedi\u011fine i\u015faret ediyor. Bu durum, \u015firketin HBM pazar\u0131ndaki rekabet g\u00fcc\u00fcn\u00fc ciddi \u015fekilde zay\u0131flatm\u0131\u015f durumda. SK Hynix ve Micron \u015fu anda HBM pazar\u0131nda Samsung\u2019un \u00f6n\u00fcnde bulunuyor. HBM bellekler Nvidia ve AMD’nin AI GPU’lar\u0131nda kullan\u0131l\u0131yor.<\/p>\n

<\/span> Ancak, Samsung’un genel gelir art\u0131\u015f\u0131 h\u00e2l\u00e2 y\u0131ll\u0131k bazda y\u00fczde 17.35 seviyesinde. Ancak yar\u0131 iletken i\u015f kolunun ya\u015fad\u0131\u011f\u0131 s\u0131k\u0131nt\u0131lar, bu olumlu b\u00fcy\u00fcme rakamlar\u0131n\u0131n piyasalarda beklenen etkiyi yaratmas\u0131n\u0131 engelliyor. \u00a0Bununla birlikte firman\u0131n sat\u0131\u015flar\u0131n artmas\u0131yla gelirlerini \u00f6nceki y\u0131la g\u00f6re y\u00fczde 17 art\u0131rarak 79,1 trilyon KRW (57.4 milyar dolar) , i\u015fletme k\u00e2r\u0131n\u0131 ise y\u00fczde 277 art\u0131rarak 9,18 trilyon KRW\u2019ye (6.6 milyar dolar) y\u00fckseltti. \u00d6nceki \u00e7eyre\u011fe g\u00f6re ise bunlar s\u0131ras\u0131yla y\u00fczde 7 y\u00fckseldi ve y\u00fczde 12 d\u00fc\u015ft\u00fc. <\/figure>\n

Geri d\u00f6n\u00fc\u015f i\u00e7in umut var<\/b><\/p>\n

Bununla birlikte, Samsung’un HBM hedefleri konusunda umut verici geli\u015fmeler<\/strong> de ya\u015fan\u0131yor. \u015eirket, HBM3E’nin bu \u00e7eyrekte kitlesel \u00fcretime ge\u00e7ece\u011fini ve bu \u00fcr\u00fcn\u00fcn d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte toplam HBM sat\u0131\u015flar\u0131n\u0131n y\u00fczde 50’sinden fazlas\u0131n\u0131 olu\u015fturaca\u011f\u0131n\u0131<\/strong> duyurdu. Ayr\u0131ca, Samsung’un d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte Nvidia\u2019ya tedarik yapmas\u0131 bekleniyor ancak kalite kontrol sorunlar\u0131 nedeniyle gecikmeler ya\u015fand\u0131\u011f\u0131n\u0131 kabul ediyor. HBM4<\/strong>‘\u00fcn ise 2025’in ikinci yar\u0131s\u0131nda<\/strong> piyasaya s\u00fcr\u00fclmesi planlan\u0131yor.<\/p>\n

Samsung’un bulut i\u015f birimi ile ilgili de olumlu geli\u015fmeler s\u00f6z konusu. Firma \u00f6zellikle 2nm GAA t<\/strong>eknolojisiyle \u00f6nemli ilerlemeler kaydettiklerini belirtiyor. Samsung, potansiyel m\u00fc\u015fterilerin bu teknolojiyi \u00fcr\u00fcn tasar\u0131mlar\u0131na entegre edebilmeleri i\u00e7in “SDK kitleri” sa\u011flamaya ba\u015flad\u0131 ve 2025 mali y\u0131l\u0131nda kitlesel \u00fcretime ge\u00e7meyi planl\u0131yor.<\/p>\n\n

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

Kaynak :\u00a0https:\/\/www.donanimhaber.com\/samsung-un-cip-uretim-kari-adeta-cakildi–183739<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

G\u00fcney Koreli teknoloji devi Samsung, yar\u0131 iletken sekt\u00f6r\u00fcndeki zorlu ko\u015fullarla kar\u015f\u0131 kar\u015f\u0131ya kalmaya devam ediyor. \u015eirketin yar\u0131 iletken s\u00fcre\u00e7lerinin topland\u0131\u011f\u0131 DS (Device Solutions) b\u00f6l\u00fcm\u00fc \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrek finansal sonu\u00e7lar\u0131na g\u00f6re k\u00e2rl\u0131l\u0131kta …<\/p>\n","protected":false},"author":1,"featured_media":91548,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[445,90,711,2627],"class_list":["post-91547","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji","tag-ceyrek","tag-is","tag-kar","tag-samsungun"],"_links":{"self":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/91547","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=91547"}],"version-history":[{"count":1,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/91547\/revisions"}],"predecessor-version":[{"id":91551,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/posts\/91547\/revisions\/91551"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media\/91548"}],"wp:attachment":[{"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/media?parent=91547"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/categories?post=91547"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekamu.net\/index.php\/wp-json\/wp\/v2\/tags?post=91547"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}