Pusula Yat\u0131r\u0131m'\u0131n analizine g\u00f6re, yaz\u0131l\u0131m \u015firketlerinin artan sermaye harcamalar\u0131 yat\u0131r\u0131mc\u0131lar taraf\u0131ndan s\u0131n\u0131rl\u0131 olumlu kar\u015f\u0131lan\u0131rken, yar\u0131 iletken ekipman \u00fcreten firmalarda agresif b\u00fcy\u00fcme beklentisi s\u00fcr\u00fcyor.<\/p>\n
Aral\u0131k ay\u0131nda ABD\u2019de k\u00fcresel sat\u0131\u015flar g\u00fc\u00e7lenirken, Japonya\u2019da sat\u0131\u015flarda zay\u0131fl\u0131k g\u00f6zlemlendi. Asya Pasifik b\u00f6lgesi ise g\u00fc\u00e7l\u00fc sat\u0131\u015f performans\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc. Ocak ay\u0131nda \u00c7inli \u015firketler \u00f6nceki ay ve ge\u00e7en y\u0131l\u0131n ocak ay\u0131na g\u00f6re daha y\u00fcksek sat\u0131\u015f rakamlar\u0131 elde etti. Bellek krizine ra\u011fmen \u00c7inli \u00fcreticilerin sat\u0131\u015f ivmesi korundu.<\/p>\n
Hisse senedi performans\u0131nda ise yar\u0131 iletken ekip \u00fcreten \u015firketler g\u00fc\u00e7l\u00fc bir ay ge\u00e7irdi. Buna kar\u015f\u0131n NVDA gibi b\u00fcy\u00fck tasar\u0131mc\u0131 \u015firketler nispeten zay\u0131f bir performans sergiledi. Japon \u00fcretici \u015firketler agresif b\u00fcy\u00fcmede \u00f6ne \u00e7\u0131kt\u0131; hem makroekonomik ko\u015fullar hem de teknolojik altyap\u0131 yat\u0131r\u0131mlar\u0131 Japonya\u2019da art\u0131yor. ABD\u2019de yerli \u00fcretim talepleri de kar\u015f\u0131l\u0131k bulmaya devam ediyor.<\/p>\n
Ocak ay\u0131nda sekt\u00f6rde en \u00f6nemli geli\u015fme, H200 \u00e7iplerinin \u00c7in\u2019de kullan\u0131lmaya ba\u015flanmas\u0131 oldu. ABD\u2019nin \u00e7iplerin \u00c7in\u2019e sat\u0131\u015f\u0131n\u0131 serbest b\u0131rakmas\u0131n\u0131n ard\u0131ndan \u00c7inli \u015firketler k\u0131sa vadede \u00fcretimde H200 \u00e7iplerini kullanmaya ba\u015flad\u0131. Orta vadeli h\u00fck\u00fcmet planlar\u0131nda yerel \u00fcretim \u00f6ncelikli hedef olarak yer al\u0131yor.<\/p>\n
ABD\u2019de \u00fcretim yerelle\u015fmesi s\u00fcreci devam ediyor. Micron, DRAM \u00fcretiminin %40\u2019\u0131n\u0131 ABD\u2019ye ta\u015f\u0131mak i\u00e7in fabrika yat\u0131r\u0131mlar\u0131n\u0131 s\u00fcrd\u00fcr\u00fcyor ve Singapur\u2019daki \u00fcretim kapasitesini 24 milyar dolarl\u0131k yat\u0131r\u0131mla b\u00fcy\u00fctmeyi planl\u0131yor. SK Hynix ise yapay zek\u00e2 sekt\u00f6r\u00fcnde artan bellek talebini kar\u015f\u0131lamak i\u00e7in G\u00fcney Kore\u2019nin Cheongju kentinde 13 milyar dolarl\u0131k ileri paketleme tesisi kuracak. Yat\u0131r\u0131m, \u00f6zellikle Nvidia\u2019n\u0131n yapay zek\u00e2 i\u015flemcileri i\u00e7in kritik \u00f6neme sahip y\u00fcksek bant geni\u015flikli bellek \u00fcretimine odaklanacak.<\/p>\n
Yat\u0131r\u0131mlar ve Teknoloji Hamleleri
\nNVDA, fabrikalar\u0131n\u0131 h\u0131zland\u0131rmak i\u00e7in CoreWeave\u2019a yat\u0131r\u0131m yaparken, \u015firketler altyap\u0131 ve platform entegrasyonuna haz\u0131rlan\u0131yor. Verimlilik art\u0131\u015f\u0131yla baz\u0131 firmalarda i\u015ften \u00e7\u0131karmalar s\u00fcr\u00fcyor; AMZN, robotize \u00fcretim ve otomasyon hamleleriyle gelece\u011fe haz\u0131rlan\u0131yor.<\/p>\n
APPL, yapay zeka geli\u015ftirme alan\u0131nda Google\u2019\u0131n Gemini zeka modeliyle i\u015f birli\u011fi yaparken, MSFT yeni nesil Maia 200 \u00e7ipini tan\u0131tt\u0131. Bu \u00e7ipin OpenAI\u2019\u0131n GPT 5.2 modeli i\u00e7in kullan\u0131lmas\u0131 planlan\u0131yor. OpenAI, sa\u011fl\u0131k teknolojileri alan\u0131nda Torch giri\u015fimini yakla\u015f\u0131k 60 milyon dolara sat\u0131n alarak yapay zeka destekli sa\u011fl\u0131k \u00e7\u00f6z\u00fcmlerini ve veri y\u00f6netimi kapasitesini geli\u015ftirmeyi hedefliyor.<\/p>\n
Ocak ay\u0131 verileri, yar\u0131 iletken sekt\u00f6r\u00fcnde b\u00f6lgesel farkl\u0131l\u0131klar\u0131n ve yerelle\u015fme stratejilerinin \u00f6n\u00fcm\u00fczdeki d\u00f6nemde belirleyici olaca\u011f\u0131n\u0131 g\u00f6steriyor. \u00c7in ve Japonya\u2019n\u0131n \u00f6nc\u00fc rol\u00fc ile ABD\u2019nin yerli \u00fcretim hamleleri sekt\u00f6rdeki rekabeti ve yat\u0131r\u0131m odaklar\u0131n\u0131 \u015fekillendirmeye devam ediyor.<\/p>\n
<\/strong> \u0130stanbul, 23 \u015eubat (Hibya) – Yar\u0131 iletken sekt\u00f6r\u00fcnde ocak ay\u0131 kritik bir d\u00f6nemi geride b\u0131rakt\u0131. \u015eirket bilan\u00e7olar\u0131n\u0131n a\u00e7\u0131klanmas\u0131yla piyasan\u0131n yeni d\u00f6nemdeki beklentileri netle\u015fmeye ba\u015flad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":51529,"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-51528","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\/51528","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=51528"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/51528\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/51529"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=51528"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=51528"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=51528"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"