Samsung<\/a>\u2019un e\u015f CEO\u2019su TM Roh, ya\u015fanan krizin \u015firket \u00fczerindeki etkilerini ilk kez net ifadelerle dile getirdi.<\/p>\nRoh, CES 2026 fuar\u0131 kapsam\u0131nda Reuters\u2019a verdi\u011fi r\u00f6portajda, bellek \u00e7ipi tedarikinde ya\u015fanan s\u0131k\u0131nt\u0131n\u0131n \u201cemsalsiz\u201d oldu\u011funu belirterek, hi\u00e7bir \u015firketin bu durumdan muaf olmad\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/p>\n
\u00a0<\/p>\n
Krizin yaln\u0131zca ak\u0131ll\u0131 telefonlar\u0131 de\u011fil, televizyonlar ve ev aletleri gibi di\u011fer t\u00fcketici \u00fcr\u00fcnlerini de etkileyebilece\u011fini vurgulayan Roh, baz\u0131 etkilerin \u201cka\u00e7\u0131n\u0131lmaz\u201d oldu\u011funu ifade etti.<\/p>\n
\u00a0<\/p>\n
Roh, olas\u0131 fiyat art\u0131\u015flar\u0131n\u0131 tamamen d\u0131\u015flamazken, Samsung\u2019un uzun vadede bu etkileri s\u0131n\u0131rlamak i\u00e7in i\u015f ortaklar\u0131yla birlikte \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 da kaydetti.<\/p>\n
\u00a0<\/p>\n
VER\u0130 MERKEZLER\u0130 KAPAS\u0130TEY\u0130 B\u0130T\u0130R\u0130YOR<\/strong><\/p>\n\u00a0<\/p>\n
Uzmanlara g\u00f6re krizin temelinde, yapay zeka patlamas\u0131yla birlikte dev veri merkezleri kurma yar\u0131\u015f\u0131n\u0131n h\u0131zlanmas\u0131 yat\u0131yor. Bu s\u00fcre\u00e7, \u00f6zellikle DRAM (dinamik rastgele eri\u015fimli bellek) ve NAND flash bellek gibi kritik \u00e7iplerin \u00fcretim kapasitesini b\u00fcy\u00fck \u00f6l\u00e7\u00fcde t\u00fcketiyor.<\/p>\n
\u00a0<\/p>\n
Tom\u2019s Hardware\u2019\u0131n aktard\u0131\u011f\u0131na g\u00f6re, OpenAI\u2019\u0131n \u201cStargate\u201d gibi dev veri merkezi projeleri, ayl\u0131k y\u00fcz binlerce ek DRAM wafer (yar\u0131 iletken malzeme) gerektiriyor. Bu miktar, k\u00fcresel DRAM \u00fcretiminin yakla\u015f\u0131k y\u00fczde 40\u2019\u0131na kar\u015f\u0131l\u0131k geliyor.<\/p>\n
\u00a0<\/p>\n
OpenAI, ekim ay\u0131nda Samsung ve SK Hynix ile yapt\u0131\u011f\u0131 anla\u015fmalarla, ayl\u0131k yakla\u015f\u0131k 900 bin yeni DRAM wafer \u00fcretimini hedefledi\u011fini duyurmu\u015ftu.<\/p>\n
\u00a0<\/p>\n
\u00dcstelik bu talep yaln\u0131zca OpenAI ile s\u0131n\u0131rl\u0131 de\u011fil. Google, Meta ve Microsoft da yeni nesil yapay zeka modellerini e\u011fitmek ve \u00e7al\u0131\u015ft\u0131rmak i\u00e7in kendi veri merkezlerini h\u0131zla geni\u015fletiyor.<\/p>\n
\u00a0<\/p>\n
ARZ DARALIYOR<\/strong><\/p>\n\u00a0<\/p>\n
B\u00fcy\u00fck teknoloji \u015firketlerine tedarik sa\u011flamak, yar\u0131 iletken \u00fcreticileri i\u00e7in epey k\u00e2rl\u0131 hale gelmi\u015f durumda. Nitekim Micron, k\u0131sa s\u00fcre \u00f6nce t\u00fcketici markas\u0131 Crucial\u2019\u0131 kademeli olarak geri plana alarak veri merkezi talebine odaklanma karar\u0131 ald\u0131.<\/p>\n
\u00a0<\/p>\n
Bu y\u00f6nelim, t\u00fcketici elektroni\u011fi i\u00e7in ayr\u0131lan arz\u0131 daha da daralt\u0131rken, fiyatlar\u0131n y\u00fckselmesinde rol oynuyor. Analistler ise tedarik zamanla dengelense bile, artan fiyatlar\u0131n \u201cyeni normal\u201d haline gelebilece\u011fi uyar\u0131s\u0131nda bulunuyor.<\/p>\n
\u00a0<\/p>\n
Bu tablo, Samsung\u2019un yar\u0131 iletken birimi i\u00e7in avantaj anlam\u0131na gelse de, \u015firketin ak\u0131ll\u0131 telefon ve t\u00fcketici elektroni\u011fi b\u00f6l\u00fcmleri \u00fczerinde bask\u0131 olu\u015fturma riski ta\u015f\u0131yor. Pazar ara\u015ft\u0131rma \u015firketi IDC, k\u00fcresel ak\u0131ll\u0131 telefon pazar\u0131n\u0131n gelecek y\u0131l y\u00fczde 5, PC pazar\u0131n\u0131n ise y\u00fczde 9 oran\u0131nda k\u00fc\u00e7\u00fclebilece\u011fini \u00f6ng\u00f6r\u00fcyor. Bu daralman\u0131n temel nedenlerinden biri olarak artan fiyatlar g\u00f6steriliyor.<\/p>\n
\u00a0<\/p>\n
T\u00fcm bu risklere ra\u011fmen Samsung, yapay zeka stratejisinden geri ad\u0131m atmaya niyetli de\u011fil. Roh, Reuters\u2019a yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, \u201cYapay zekay\u0131 m\u00fcmk\u00fcn olan en k\u0131sa s\u00fcrede t\u00fcm \u00fcr\u00fcnlere, t\u00fcm i\u015flevlere ve t\u00fcm hizmetlere uygulayaca\u011f\u0131z\u201d dedi.<\/p>\n
\u00a0<\/p>\n
\u015eirket, bu y\u0131l \u201cGalaxy AI\u201d \u00f6zelliklerine sahip ak\u0131ll\u0131 telefon ve tabletler d\u00e2hil olmak \u00fczere mobil cihaz say\u0131s\u0131n\u0131 iki kat\u0131na \u00e7\u0131kararak yakla\u015f\u0131k 800 milyon adede ula\u015ft\u0131rmay\u0131 hedefliyor.<\/p>\n
\u00a0<\/p>\n
B\u0130LG\u0130SAYAR F\u0130YATLARINI UCUZLATMAK \u0130\u00c7\u0130N YEN\u0130 \u00c7\u0130P<\/strong><\/p>\n\u00a0<\/p>\n
\u00d6te yandan sekt\u00f6rde RAM k\u0131tl\u0131\u011f\u0131n\u0131n neden olaca\u011f\u0131 fiyat art\u0131\u015f\u0131n\u0131 dengeleyebilecek yeni \u00e7ip \u00e7al\u0131\u015fmalar\u0131 da var.<\/p>\n
\u00a0<\/p>\n
\u00c7ip devi Qualcomm, Snapdragon X2 Elite \u00e7ipinin daha ucuz bir versiyonu olan X2 Plus’\u0131 getiriyor. Haziranda piyasaya s\u00fcr\u00fclmesi planlanan bu \u00e7ip daha ucuz diz\u00fcst\u00fc bilgisayarlar\u0131n bulunabilmesini sa\u011flayabilir.<\/p>\n
\u00a0<\/p>\n
X2 Elite gibi, X2 Plus da Apple M3 \u00e7ipleri gibi 3 nanometrelik bir i\u015flemciye sahip. X2 Elite ve X2 Plus \u00e7ipleri aras\u0131ndaki performans fark\u0131n\u0131n ne kadar b\u00fcy\u00fck oldu\u011fu ise yaz aylar\u0131nda ortaya \u00e7\u0131kacak.<\/p>\n<\/div>\n
\n
<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Yapay zeka kaynakl\u0131 RAM bellek \u00e7ipi k\u0131tl\u0131\u011f\u0131n\u0131n t\u00fcketici elektroni\u011fi fiyatlar\u0131n\u0131 yukar\u0131 \u00e7ekti\u011fi uzun s\u00fcredir biliniyor. Son aylarda h\u0131z kesmeyen bu art\u0131\u015flar, art\u0131k sekt\u00f6r\u00fcn en b\u00fcy\u00fck oyuncular\u0131 taraf\u0131ndan da a\u00e7\u0131k\u00e7a kabul ediliyor. Samsung\u2019un e\u015f CEO\u2019su TM Roh, ya\u015fanan krizin \u015firket \u00fczerindeki etkilerini ilk kez net ifadelerle dile getirdi. Roh, CES 2026 fuar\u0131 kapsam\u0131nda Reuters\u2019a verdi\u011fi r\u00f6portajda, […]<\/p>\n","protected":false},"author":908,"featured_media":36887,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[12],"tags":[],"class_list":["post-36886","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-teknoloji"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/kibrisayna.com\/wp-content\/uploads\/2026\/01\/Samsung-505920.jpeg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/posts\/36886","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/users\/908"}],"replies":[{"embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/comments?post=36886"}],"version-history":[{"count":0,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/posts\/36886\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/media\/36887"}],"wp:attachment":[{"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/media?parent=36886"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/categories?post=36886"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kibrisayna.com\/index.php\/wp-json\/wp\/v2\/tags?post=36886"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}