Pusula Yat\u0131r\u0131m’\u0131n analizine g\u00f6re, piyasada belirgin bir trend olu\u015fmamas\u0131 nedeniyle sekt\u00f6r alt k\u0131r\u0131l\u0131mlar\u0131nda performans farkl\u0131l\u0131klar\u0131 devam etti. \u00dcretim taraf\u0131ndaki olumlu g\u00f6r\u00fcn\u00fcm, malzeme ve tasar\u0131m \u015firketlerine yans\u0131mad\u0131; \u00f6zellikle tasar\u0131m \u015firketleri zay\u0131f performans g\u00f6stermeye devam etti.<\/p>\n
Uzmanlar, b\u00f6lgesel gerilimlerin \u00f6zellikle ABD, \u0130srail ve \u0130ran aras\u0131ndaki olas\u0131 \u00e7at\u0131\u015fmalar\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131 \u00fczerinden enerji fiyatlar\u0131n\u0131 art\u0131rabilece\u011fini ve k\u00fcresel lojistik hatlar\u0131n\u0131 etkileyebilece\u011fini belirtiyor. Bu durum, \u00e7ip \u00fcretimi gibi enerji yo\u011fun sekt\u00f6rlerde maliyetleri y\u00fckseltebilir ve hammadde ak\u0131\u015f\u0131n\u0131 aksatabilir. Ayr\u0131ca, savunma sanayi \u00f6nceliklendirmeleri sivil pazarlarda \u00e7ip k\u0131tl\u0131\u011f\u0131na yol a\u00e7arak tedarik zincirinde bask\u0131 yaratma potansiyeline sahip.<\/p>\n
Bellek Pazar\u0131 ve \u015eirket Geli\u015fmeleri<\/p>\n
Bellek pazar\u0131, 2026\u2019da 200 milyar dolarl\u0131k hacme ula\u015farak sekt\u00f6r gelirlerinin yakla\u015f\u0131k y\u00fczde 25\u2019ini olu\u015fturmas\u0131 bekleniyor.<\/p>\n
Nvidia, veri merkezleri i\u00e7in AMD, Broadcom, Meta ve Microsoft ile birlikte “Optical Scale-up Consortium”u kurdu. \u015eirket ayr\u0131ca GTC 2026 konferans\u0131 \u00f6ncesi rakiplerine kar\u015f\u0131 “NemoClaw” adl\u0131 a\u00e7\u0131k kaynakl\u0131 yapay zeka ajan\u0131 platformunu duyurdu.<\/p>\n
Broadcom CEO\u2019su Hock Tan, 2027\u2019ye kadar \u00e7ip sat\u0131\u015flar\u0131ndan 100 milyar dolardan fazla gelir elde etmeyi hedeflediklerini a\u00e7\u0131klad\u0131.<\/p>\n
TSMC, yeni fabrikalar\u0131n in\u015fas\u0131 ve mevcut tesislerin geni\u015fletilmesi i\u00e7in 45 milyar dolarl\u0131k sermaye harcama plan\u0131n\u0131 onaylad\u0131 ve 3nm \u00fcretim teknolojisini ABD\u2019ye planlanandan bir y\u0131l \u00f6nce getirmeyi de\u011ferlendiriyor.<\/p>\n
Intel, yeni nesil Panther Lake \u00fcr\u00fcnlerini piyasaya sunarken, kronik \u00fcretim kapasitesi sorunlar\u0131 nedeniyle PC segmentinde tedarik s\u0131k\u0131nt\u0131s\u0131 ya\u015fad\u0131. Bu durum, 2026\u2019n\u0131n ilk \u00e7eyre\u011finde gelirlerde %11 d\u00fc\u015f\u00fc\u015fe neden olabilecek bir fakt\u00f6r olarak de\u011ferlendiriliyor.<\/p>\n
Samsung, HBM belleklerinde 2nm \u00fcretim s\u00fcrecini uygulayaca\u011f\u0131n\u0131 ve LPDDR6 yongalar\u0131n\u0131n selefi LPDDR5X\u2019e g\u00f6re %21 enerji verimlili\u011fi sa\u011flad\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n
SK Hynix, Nvidia\u2019n\u0131n ana HBM tedarik\u00e7isi olarak yeni teknolojiler geli\u015ftirdi. \u015eirket, ISSCC 2026\u2019da 1c 10nm DRAM s\u00fcrecine dayal\u0131 14,4 Gbps h\u0131z\u0131nda LPDDR6 mod\u00fcllerini tan\u0131tt\u0131 ve AMAT ile uzun vadeli ortakl\u0131k kapsam\u0131nda yeni nesil HBM ve DRAM \u00e7\u00f6z\u00fcmleri geli\u015ftirecek.<\/p>\n
\u015eubat ba\u015f\u0131nda SpaceX, yapay zeka \u015firketi xAI\u2019\u0131 sat\u0131n ald\u0131.<\/p>\n
Uzmanlar, mart sonuna kadar b\u00f6lgesel gerilimin ve \u00fcretim kapasitesi sorunlar\u0131n\u0131n yak\u0131ndan takip edilmesi gerekti\u011fini vurguluyor.<\/p>\n
<\/strong> \u0130stanbul, 16 Mart (Hibya) – \u015eubat ay\u0131nda teknoloji ve \u00e7ip sekt\u00f6r\u00fcnde nispeten d\u00fc\u015f\u00fck volatilite g\u00f6zlendi.<\/p>\n","protected":false},"author":1,"featured_media":61875,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-61874","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/61874","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=61874"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/61874\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/61875"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=61874"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=61874"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=61874"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"