Pusula Yat\u0131r\u0131m\u2019\u0131n raporunda yapay zeka veri merkezlerine y\u00f6nelik yat\u0131r\u0131mlar\u0131n tetikledi\u011fi y\u00fcksek bant geni\u015flikli bellek talebinin, yar\u0131 iletken sekt\u00f6r\u00fcnde arz s\u0131k\u0131nt\u0131s\u0131n\u0131n 2027 y\u0131l\u0131na kadar devam etmesine neden olacak k\u00fcresel bir “s\u00fcper d\u00f6ng\u00fc” ba\u015flatt\u0131\u011f\u0131 belirtildi. Raporda \u015funlar kaydedildi:<\/p>\n
\u201cSynopsys CEO'su Sassine Ghazi'nin de\u011ferlendirmelerine g\u00f6re, Samsung, SK Hynix ve Micron gibi devlerin \u00fcretim kapasitelerini art\u0131rmas\u0131n\u0131n en az iki y\u0131l s\u00fcrecek olmas\u0131 nedeniyle bellek fiyatlar\u0131ndaki art\u0131\u015f\u0131n 2026 ve 2027 y\u0131llar\u0131nda da s\u00fcrmesi beklenmektedir.<\/p>\n
Yapay zeka altyap\u0131s\u0131n\u0131n mevcut kapasiteyi emmesi sonucunda ak\u0131ll\u0131 telefon, diz\u00fcst\u00fc bilgisayar ve di\u011fer t\u00fcketici elektroni\u011fi pazarlar\u0131n\u0131n par\u00e7a tedarikinde zorland\u0131\u011f\u0131n\u0131 belirten sekt\u00f6r temsilcileri; Xiaomi ve Lenovo gibi teknoloji devlerinin artan maliyetleri \u00fcr\u00fcn fiyatlar\u0131na yans\u0131tmaya ba\u015flad\u0131\u011f\u0131n\u0131, bu durumun \u00f6zellikle Windows 11 ge\u00e7i\u015fi gibi yenileme d\u00f6nemlerindeki son kullan\u0131c\u0131lar\u0131 ve pazar\u0131n alt segmentlerini do\u011frudan etkileyece\u011fini \u00f6ng\u00f6rmektedir.<\/p>\n
ABD'de dayan\u0131kl\u0131 t\u00fcketim mal\u0131 sipari\u015fleri, Kas\u0131m ay\u0131nda sivil u\u00e7ak sipari\u015flerindeki sert y\u00fckseli\u015fin etkisiyle son alt\u0131 ay\u0131n en y\u00fcksek ayl\u0131k art\u0131\u015f\u0131 olan y\u00fczde 5,3 seviyesine ula\u015farak beklentileri a\u015fm\u0131\u015ft\u0131r. Ula\u015ft\u0131rma d\u0131\u015f\u0131 sipari\u015flerde de y\u00fczde 0,5'lik kademeli bir toparlanma g\u00f6zlenirken; teknoloji yat\u0131r\u0131mlar\u0131n\u0131n yan\u0131 s\u0131ra i\u015flenmi\u015f metaller (+y\u00fczde 1,0) ve makine (+y\u00fczde 0,5) gibi geleneksel sekt\u00f6rlerde de geni\u015fleme emareleri kaydedilmi\u015ftir.<\/p>\n
Savunma ve havac\u0131l\u0131k d\u0131\u015f\u0131 temel sermaye mal\u0131 sipari\u015flerinin y\u00fczde 0,7, sevkiyatlar\u0131n ise y\u00fczde 0,4 artmas\u0131yla birlikte 2025 y\u0131l\u0131n\u0131n son \u00e7eyre\u011fi i\u00e7in y\u0131ll\u0131kland\u0131r\u0131lm\u0131\u015f ekipman harcamas\u0131 b\u00fcy\u00fcme tahmini y\u00fczde 2,9'a yakla\u015f\u0131rken; vergi d\u00fczenlemeleri ve gev\u015feyen para politikas\u0131 deste\u011fiyle 2026 y\u0131l\u0131nda yat\u0131r\u0131mlar\u0131n \u0131l\u0131ml\u0131 bir b\u00fcy\u00fcme e\u011filimini s\u00fcrd\u00fcrmesi \u00f6ng\u00f6r\u00fclmektedir.<\/p>\n
Almanya'da i\u015f d\u00fcnyas\u0131n\u0131n nabz\u0131n\u0131 tutan Ifo \u0130\u015f \u0130klimi Endeksi, ocak ay\u0131nda bir \u00f6nceki aya g\u00f6re de\u011fi\u015fim g\u00f6stermeyerek 87,6 seviyesinde kalm\u0131\u015f ve piyasalar\u0131n 88,2 y\u00f6n\u00fcndeki hafif y\u00fckseli\u015f beklentilerinin alt\u0131nda kalm\u0131\u015ft\u0131r.<\/p>\n
Mevcut duruma ili\u015fkin de\u011ferlendirmeler 85,6'dan 85,7'ye \u00e7ok k\u00fc\u00e7\u00fck bir iyile\u015fme g\u00f6sterse de, gelecek beklentileri endeksinin 89,7'den 89,5'e gerilemesi Alman ekonomisinin yeni y\u0131la ivme kayb\u0131yla ba\u015flad\u0131\u011f\u0131n\u0131 teyit etmektedir. Sekt\u00f6rel bazda imalat, perakende ve in\u015faat alanlar\u0131nda belirgin bir toparlanma g\u00f6zlenirken, hizmetler sekt\u00f6r\u00fcndeki i\u015f ikliminin k\u00f6t\u00fcle\u015fmesi genel iyimserli\u011fi s\u0131n\u0131rlam\u0131\u015f; bu tablo Avrupa'n\u0131n en b\u00fcy\u00fck ekonomisinin durgunluktan \u00e7\u0131kma \u00e7abalar\u0131nda hala zorland\u0131\u011f\u0131n\u0131 ortaya koymu\u015ftur.<\/p>\n
\u00c7in Ulusal \u0130statistik B\u00fcrosu verilerine g\u00f6re, sanayi karlar\u0131 \u00fc\u00e7 y\u0131ll\u0131k d\u00fc\u015f\u00fc\u015f serisinin ard\u0131ndan 2025 y\u0131l\u0131nda y\u0131ll\u0131k bazda y\u00fczde 0,6 art\u0131\u015f g\u00f6stererek toparlanma sinyalleri vermi\u015ftir. Pekin y\u00f6netiminin y\u0131k\u0131c\u0131 fiyat sava\u015flar\u0131n\u0131 dizginlemeye y\u00f6nelik “anti-involution” hamleleri ve \u015firketlerin zay\u0131f i\u00e7 talep kar\u015f\u0131s\u0131nda rotay\u0131 yurt d\u0131\u015f\u0131na k\u0131rmas\u0131yla desteklenen bu s\u00fcre\u00e7te, aral\u0131k ay\u0131 karlar\u0131 y\u0131ll\u0131k y\u00fczde 5,3 art\u0131\u015fla eyl\u00fclden bu yana en g\u00fc\u00e7l\u00fc ayl\u0131k performans\u0131 sergilemi\u015ftir.<\/p>\n
Sekt\u00f6rel bazda keskin bir ayr\u0131\u015fman\u0131n g\u00f6zlendi\u011fi 2025 genelinde; madencilik karlar\u0131 y\u00fczde 26,2 gerilerken, y\u00fcksek teknoloji ve ekipman imalat\u0131 \u00f6nc\u00fcl\u00fc\u011f\u00fcnde imalat sekt\u00f6r\u00fc y\u00fczde 5 b\u00fcy\u00fcme kaydetmi\u015f; \u00f6zellikle ak\u0131ll\u0131 t\u00fcketici elektroni\u011fi (+y\u00fczde 48), insans\u0131z hava ara\u00e7lar\u0131 (+y\u00fczde 102) ve ak\u0131ll\u0131 ara\u00e7 donan\u0131mlar\u0131 (+y\u00fczde 88,8) gibi alanlarda devasa kar art\u0131\u015flar\u0131 ya\u015fanm\u0131\u015ft\u0131r.\u201d<\/p>\n
<\/strong> \u0130stanbul, 27 Ocak (Hibya) \u2013 Pusula Yat\u0131r\u0131m, yapay zeka veri merkezlerine y\u00f6nelik yat\u0131r\u0131mlar\u0131n tetikledi\u011fi y\u00fcksek bant geni\u015flikli bellek talebinin, yar\u0131 iletken sekt\u00f6r\u00fcnde arz s\u0131k\u0131nt\u0131s\u0131n\u0131n 2027 y\u0131l\u0131na kadar devam etmesine neden olacak k\u00fcresel bir “s\u00fcper d\u00f6ng\u00fc” ba\u015flatt\u0131\u011f\u0131n\u0131 bildirdi. <\/p>\n","protected":false},"author":1,"featured_media":38678,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[12,4,1],"tags":[],"class_list":["post-38677","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-spor","category-dunya","category-ekonomi"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/38677","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=38677"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/38677\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/38678"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=38677"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=38677"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=38677"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"