{"id":44754,"date":"2026-04-16T09:17:47","date_gmt":"2026-04-16T09:17:47","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr\/uncategorized\/tsmc-kari-beklentileri-asti-yapay-zeka-talebi-hikayesi-gucunu-koruyor\/"},"modified":"2026-04-16T09:17:47","modified_gmt":"2026-04-16T09:17:47","slug":"tsmc-kari-beklentileri-asti-yapay-zeka-talebi-hikayesi-gucunu-koruyor","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/analysis\/tsmc-kari-beklentileri-asti-yapay-zeka-talebi-hikayesi-gucunu-koruyor\/","title":{"rendered":"TSMC K\u00e2r\u0131 Beklentileri A\u015ft\u0131, Yapay Zek\u00e2 Talebi Hik\u00e2yesi G\u00fcc\u00fcn\u00fc Koruyor"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/tr-mena\/wp-content\/uploads\/sites\/9\/2026\/05\/39-1024x573.webp\" alt=\"\" class=\"wp-image-47830\"\/><\/figure>\n\n\n\n<p><strong>\u00d6ne \u00c7\u0131kan Noktalar<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>TSM 375,54<\/strong> seviyesinde i\u015flem g\u00f6r\u00fcyor; g\u00fcn i\u00e7inde <strong>381,28<\/strong> seviyesini test ettikten sonra <strong>4,68 (-%1,23)<\/strong> geriledi. Fiyat, k\u0131sa vadede yak\u0131ndan izlenen <strong>hareketli ortalamalar\u0131n<\/strong> (belirli g\u00fcnlerin ortalama fiyat\u0131) \u00fczerinde kalmay\u0131 s\u00fcrd\u00fcr\u00fcyor.<\/li>\n\n\n\n<li>\u0130lk \u00e7eyrekte net k\u00e2r <strong>%58 artarak 572,5 milyar Tayvan dolar\u0131 (NT$)<\/strong> oldu. Gelir (ciro) ise <strong>%35 art\u0131\u015fla 1,134 trilyon NT$<\/strong> seviyesine \u00e7\u0131kt\u0131. Her iki rakam da piyasa beklentilerini a\u015ft\u0131.<\/li>\n\n\n\n<li>Yapay zek\u00e2 kaynakl\u0131 <strong>3 nanometre (3 nm)<\/strong> \u00e7iplere (\u00e7ok ileri \u00fcretim teknolojisi) ve <strong>ileri paketleme<\/strong>ye (\u00e7ipleri daha h\u0131zl\u0131\/az enerjiyle \u00e7al\u0131\u015ft\u0131rmak i\u00e7in geli\u015fmi\u015f birle\u015ftirme y\u00f6ntemi) talep, mevcut \u00fcretim kapasitesinin \u00fczerinde kalmaya devam ediyor.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<p>TSMC\u2019nin ilk \u00e7eyrek sonu\u00e7lar\u0131, Orta Do\u011fu\u2019daki \u00e7at\u0131\u015fman\u0131n enerji piyasalar\u0131 ve tedarik zincirinde yaratt\u0131\u011f\u0131 etkilere ra\u011fmen yapay zek\u00e2 \u00e7iplerine talebin g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131n\u0131 g\u00f6sterdi. Net k\u00e2r <strong>%58 artarak 572,5 milyar NT$<\/strong> (yakla\u015f\u0131k <strong>18,2 milyar dolar<\/strong>) olurken, gelir <strong>%35 y\u00fckseli\u015fle 1,134 trilyon NT$<\/strong> seviyesine \u00e7\u0131kt\u0131.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">TSMC first-quarter profit rises 58%, beats estimates as AI demand fuels record run <a href=\"https:\/\/t.co\/U7ZJWME6iP\">https:\/\/t.co\/U7ZJWME6iP<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/twitter.com\/CNBC\/status\/2044655945603494172?ref_src=twsrc%5Etfw\">April 16, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Her iki kalem de beklentileri a\u015ft\u0131. K\u00e2r, SmartEstimate\u2019te (analist tahminlerini a\u011f\u0131rl\u0131kland\u0131ran bir beklenti \u00f6l\u00e7\u00fcm\u00fc) yer alan <strong>543,3 milyar NT$<\/strong> seviyesinin \u00fczerine \u00e7\u0131kt\u0131 ve \u015firketin \u00e7ift haneli b\u00fcy\u00fcme serisi devam etti.<\/p>\n\n\n\n<p>Bu sonu\u00e7 \u00f6nemli, \u00e7\u00fcnk\u00fc TSMC yapay zek\u00e2 donan\u0131m tedarik zincirinin merkezinde yer al\u0131yor. M\u00fc\u015fteriler ileri teknoloji \u00e7ip sipari\u015flerini ciddi bi\u00e7imde k\u0131s\u0131yor olsayd\u0131, bu ilk olarak burada g\u00f6r\u00fcl\u00fcrd\u00fc. Bunun yerine \u015firket, fiyatlama g\u00fcc\u00fcn\u00fc, k\u00e2rl\u0131l\u0131\u011f\u0131 ve kapasite kullan\u0131m\u0131n\u0131 destekleyen seviyede g\u00fc\u00e7l\u00fc talep bildirmeyi s\u00fcrd\u00fcr\u00fcyor.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Taiwan overtook the UK in stock market value \u2014 making it the world&#39;s seventh largest \u2014 as tech firms regained favor. Read more: <a href=\"https:\/\/t.co\/yrsAmK5b0Q\">https:\/\/t.co\/yrsAmK5b0Q<\/a><br><br>\ud83d\udcf7\ufe0f: An Rong Xu\/Bloomberg <a href=\"https:\/\/t.co\/rKK4AWtc6f\">pic.twitter.com\/rKK4AWtc6f<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2044597992355766630?ref_src=twsrc%5Etfw\">April 16, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>K\u0131sa vadede temkinli bak\u0131\u015f s\u00fcrse de, TSMC bu b\u00fcy\u00fcmeyi yazd\u0131k\u00e7a genel yapay zek\u00e2-yar\u0131 iletken temas\u0131n\u0131 destekleyen tablo korunuyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u0130leri \u00dcretim Teknolojisi ve Paketleme G\u00fcc\u00fc Ta\u015f\u0131yor<\/h2>\n\n\n\n<p>\u00c7eyrek i\u00e7indeki en g\u00fc\u00e7l\u00fc mesaj, en ileri \u00fcretim taraf\u0131nda talebin h\u00e2l\u00e2 arz\u0131n \u00f6n\u00fcnde olmas\u0131. <strong>3 nanometre \u00fcretime<\/strong> ve <strong>ileri paketlemeye<\/strong> talep, mevcut kapasiteyi a\u015fmay\u0131 s\u00fcrd\u00fcr\u00fcyor. Bu durum TSMC\u2019yi g\u00fc\u00e7l\u00fc k\u0131l\u0131yor; \u00e7\u00fcnk\u00fc \u015firket yaln\u0131zca daha fazla <strong>wafer<\/strong> (\u00e7iplerin \u00fcretildi\u011fi ince silikon plaka) satm\u0131yor.<\/p>\n\n\n\n<p>Ayn\u0131 zamanda \u00fcretim zincirinin en y\u00fcksek katma de\u011ferli k\u0131sm\u0131n\u0131, yapay zek\u00e2 m\u00fc\u015fterilerinin daha fazla \u00fcretim \u00e7\u0131k\u0131\u015f\u0131na (throughput: birim zamanda \u00fcretilebilen miktar) ihtiya\u00e7 duydu\u011fu bir d\u00f6nemde sat\u0131yor.<\/p>\n\n\n\n<p>Bu da, jeopolitik belirsizlik d\u00f6nemlerinde bile piyasan\u0131n TSMC\u2019ye bak\u0131\u015f\u0131n\u0131n g\u00f6rece olumlu kalmas\u0131n\u0131 a\u00e7\u0131kl\u0131yor. Sadece ekonomik d\u00f6ng\u00fcye ba\u011fl\u0131 \u201cnormal\u201d talebe sahip bir \u00e7ip \u00fcreticisi b\u00fcy\u00fcmedeki yava\u015flamadan daha fazla etkilenebilirdi. TSMC\u2019de ise m\u00fc\u015fteriler, \u015firketin hen\u00fcz tam yeti\u015femedi\u011fi h\u0131zda ileri teknoloji \u00fcretim ve paketleme kapasitesi istiyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Talep G\u00fc\u00e7l\u00fc, Riskler Ayr\u0131\u015f\u0131yor<\/h2>\n\n\n\n<p>Bu \u00e7eyrek, daha \u00f6nce birbirine kar\u0131\u015fan iki soruyu ay\u0131rmaya yard\u0131mc\u0131 oluyor. \u0130lki, sava\u015f kaynakl\u0131 enerji maliyeti \u015fokunun yapay zek\u00e2 yat\u0131r\u0131mlar\u0131n\u0131 (capex: \u015firketlerin makine\/tesis gibi uzun vadeli harcamalar\u0131) h\u0131zla zay\u0131flat\u0131p zay\u0131flatmayaca\u011f\u0131yd\u0131. \u0130kincisi, bu riskler operasyonlara yans\u0131madan \u00f6nce TSMC\u2019nin g\u00fc\u00e7l\u00fc k\u00e2r \u00fcretip \u00fcretemeyece\u011fiydi. \u015eimdilik hem talep korunuyor hem de finansal sonu\u00e7lar g\u00fc\u00e7l\u00fc.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Battery and EV manufacturing are more dependent on China than ever despite billions in investment under the Make in India initiative <a href=\"https:\/\/t.co\/2bVDRIGpME\">https:\/\/t.co\/2bVDRIGpME<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2044161967934292356?ref_src=twsrc%5Etfw\">April 14, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Bu durum jeopolitik riski ortadan kald\u0131rm\u0131yor. TSMC, enerji t\u00fcketimi y\u00fcksek \u00fcretim tesislerini (fab: yar\u0131 iletken fabrikas\u0131) ithal yak\u0131ta ba\u011f\u0131ml\u0131 bir b\u00f6lgede i\u015fletiyor. Elektrik ve malzeme maliyetlerindeki kal\u0131c\u0131 art\u0131\u015f, k\u00e2r marjlar\u0131na (sat\u0131\u015ftan kalan k\u00e2r oran\u0131) ve \u00fcretim planlamas\u0131na yans\u0131yabilir.<\/p>\n\n\n\n<p>Helyum da g\u00fcndemde; \u00e7\u00fcnk\u00fc \u00e7ip \u00fcretiminde so\u011futma ama\u00e7l\u0131 kullan\u0131l\u0131yor ve Katar\u2019daki \u00f6nceki aksakl\u0131klar bu tedarik hatt\u0131n\u0131n bir b\u00f6l\u00fcm\u00fcn\u00fc zaten s\u0131k\u0131la\u015ft\u0131rd\u0131. Piyasa, bunlar\u0131 bug\u00fcnk\u00fc talebi bo\u011fan unsurlar de\u011fil, b\u00fcy\u00fcyen riskler olarak fiyatl\u0131yor.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Qatar announced the full return of navigation for all maritime vessels and ships from Sunday in its waters, according to its transport ministry <a href=\"https:\/\/t.co\/g4XeVAtVnN\">https:\/\/t.co\/g4XeVAtVnN<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2043129723539042665?ref_src=twsrc%5Etfw\">April 12, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Temkinli tahmin, TSMC\u2019nin bu kesintilerin ilk dalgas\u0131n\u0131 y\u00f6netebilece\u011fini varsay\u0131yor. Ancak enerji ya da malzeme \u015foku uzarsa, sonraki \u00e7eyreklerde g\u00f6rmezden gelmek zorla\u015f\u0131r.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">TSM Teknik G\u00f6r\u00fcn\u00fcm<\/h2>\n\n\n\n<p>TSM hissesi <strong>375,54<\/strong> civar\u0131nda i\u015flem g\u00f6r\u00fcyor. Nisan ba\u015f\u0131ndaki diplerden gelen g\u00fc\u00e7l\u00fc toparlanman\u0131n ard\u0131ndan fiyat, kritik bir <strong>diren\u00e7<\/strong> (yukar\u0131 hareketi zorlayan seviye) b\u00f6lgesinin hemen alt\u0131nda oyalan\u0131yor. Son y\u00fckseli\u015f sa\u011flamd\u0131 ve hisseyi \u00f6nceki zirvelere yakla\u015ft\u0131rd\u0131; ancak son mumlar, <strong>380\u2013390<\/strong> band\u0131nda ivmenin (momentum: hareketin h\u0131z\u0131) zay\u0131flad\u0131\u011f\u0131n\u0131 ve k\u0131sa bir duraksamay\u0131 i\u015faret ediyor.<\/p>\n\n\n\n<p>Teknik a\u00e7\u0131dan yap\u0131, <strong>geni\u015f bir bant i\u00e7inde toparlanma<\/strong> g\u00f6r\u00fcn\u00fcm\u00fcnde; k\u0131sa vadede y\u00fckseli\u015f iste\u011fi zay\u0131fl\u0131yor.<\/p>\n\n\n\n<p>Fiyat, <strong>5 g\u00fcnl\u00fck (372,24)<\/strong> ve <strong>10 g\u00fcnl\u00fck (358,80)<\/strong> hareketli ortalamalar\u0131n \u00fczerinde. Bu ortalamalar yukar\u0131 e\u011fimli ve yak\u0131n destek sa\u011fl\u0131yor. Daha a\u015fa\u011f\u0131da <strong>20 g\u00fcnl\u00fck (346,42)<\/strong> daha g\u00fc\u00e7l\u00fc bir taban gibi duruyor ve son d\u00f6nemdeki olumlu e\u011filimi destekliyor.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/tr-mena\/wp-content\/uploads\/sites\/9\/2026\/05\/1_image-17-1024x474.jpg\" alt=\"\" class=\"wp-image-47827\"\/><\/figure>\n\n\n\n<p>\u0130zlenecek seviyeler:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Destek:<\/strong> 372,00 \u2192 358,80 \u2192 346,40<\/li>\n\n\n\n<li><strong>Diren\u00e7:<\/strong> 380,00 \u2192 391,60 \u2192 401,00<\/li>\n<\/ul>\n\n\n\n<p>TSM \u015fu anda <strong>380,00<\/strong> direncinin hemen alt\u0131nda yatay seyrediyor (konsolidasyon: g\u00fc\u00e7l\u00fc hareket sonras\u0131 dinlenme). Bu b\u00f6lgenin net bi\u00e7imde a\u015f\u0131lmas\u0131, fiyat\u0131 \u00f6nceki zirve olan <strong>391,60<\/strong> \u00e7evresine ta\u015f\u0131yabilir. Al\u0131m i\u015ftah\u0131 artarsa yukar\u0131 potansiyel s\u00fcrebilir.<\/p>\n\n\n\n<p>A\u015fa\u011f\u0131da <strong>372,00<\/strong> ilk destek. Bu seviyenin alt\u0131na sarkma, <strong>358,80<\/strong>\u2019e do\u011fru bir geri \u00e7ekilme getirebilir. Ancak genel toparlanma yap\u0131s\u0131 bozulmad\u0131k\u00e7a bu hareketin d\u00fczeltme niteli\u011finde kalmas\u0131 beklenir.<\/p>\n\n\n\n<p>Genel tablo: TSM <strong>istikrarl\u0131 toparlanma<\/strong> i\u00e7inde, k\u0131sa vadede ise <strong>yatay dinlenme<\/strong> s\u00fcrecinde. Piyasa, yukar\u0131 k\u0131r\u0131l\u0131m i\u00e7in yeterli g\u00fc\u00e7 olup olmad\u0131\u011f\u0131n\u0131 test ediyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Yat\u0131r\u0131mc\u0131lar Bundan Sonra Neyi \u0130zlemeli?<\/h2>\n\n\n\n<p>Bir sonraki hareket, \u015firketin yapay zek\u00e2 talebini kal\u0131c\u0131 kapasite art\u0131\u015f\u0131na d\u00f6n\u00fc\u015ft\u00fcrmeye devam edip etmeyece\u011fine ve enerji ile malzeme risklerinin g\u00fcveni zedeleyip zedelemeyece\u011fine ba\u011fl\u0131.<\/p>\n\n\n\n<p>Yat\u0131r\u0131mc\u0131lar; ileri \u00fcretim teknolojilerine talebin devam\u0131n\u0131, paketleme taraf\u0131ndaki darbo\u011fazlar\u0131 (bottleneck: kapasiteyi s\u0131n\u0131rlayan noktalar), sermaye harcamas\u0131 planlar\u0131ndaki g\u00fcncellemeleri ve yak\u0131t ile helyum tedarik risklerinin nas\u0131l y\u00f6netildi\u011fine dair daha net sinyalleri izleyecek. Bu ba\u015fl\u0131klar kontrol alt\u0131nda kal\u0131rsa, beklenti \u00fcst\u00fc k\u00e2r hisseyi desteklemeyi s\u00fcrd\u00fcrebilir. Maliyet bask\u0131s\u0131 daha g\u00f6r\u00fcn\u00fcr h\u00e2le gelirse, piyasa ayn\u0131 b\u00fcy\u00fcme h\u0131z\u0131n\u0131 eskisi kadar \u00f6d\u00fcllendirmeyebilir.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>Yat\u0131r\u0131mc\u0131 Sorular\u0131<\/strong><\/summary>\n<p><strong>TSMC Sonu\u00e7lar\u0131 Neden \u00c7ip Sekt\u00f6r\u00fc \u0130\u00e7in Bu Kadar \u00d6nemliydi?<\/strong><\/p>\n\n\n\n<p>TSMC, k\u00fcresel yapay zek\u00e2 \u00e7ip tedarik zincirinin merkezinde. Bu y\u00fczden g\u00fc\u00e7l\u00fc bir \u00e7eyrek, ileri teknoloji \u00e7iplere talebin s\u00fcr\u00fcp s\u00fcrmedi\u011fine dair do\u011frudan bir g\u00f6sterge. \u0130lk \u00e7eyrekte net k\u00e2r <strong>%58 artarak 572,5 milyar NT$<\/strong> oldu; gelir de <strong>%35 y\u00fckseli\u015fle 1,134 trilyon NT$<\/strong>\u2019a \u00e7\u0131kt\u0131. \u0130ki kalem de beklentileri a\u015ft\u0131.<\/p>\n\n\n\n<p><strong>TSMC K\u00e2r\u0131 Yapay Zek\u00e2 Talebi Hakk\u0131nda Ne S\u00f6yl\u00fcyor?<\/strong><\/p>\n\n\n\n<p>Sonu\u00e7lar, \u00e7eyrek boyunca yapay zek\u00e2 talebinin g\u00fc\u00e7l\u00fc kald\u0131\u011f\u0131n\u0131 g\u00f6sterdi. \u015eirket, ileri d\u00fczey yapay zek\u00e2 \u00e7iplerine talebin sa\u011flam oldu\u011funu ve <strong>3 nm \u00e7ip<\/strong> ile <strong>ileri paketleme<\/strong> talebinin mevcut kapasitenin \u00fczerinde seyretti\u011fini belirtti.<\/p>\n\n\n\n<p><strong>\u0130leri Paketleme ve 3 nm Neden TSMC \u0130\u00e7in Bu Kadar \u00d6nemli?<\/strong><\/p>\n\n\n\n<p>Bunlar \u00fcretim zincirinin en y\u00fcksek katma de\u011ferli alanlar\u0131 ve yapay zek\u00e2 altyap\u0131s\u0131 harcamalar\u0131na en duyarl\u0131 k\u0131s\u0131mlar. Bu hatlar s\u0131k\u0131\u015f\u0131k kald\u0131\u011f\u0131nda, genelde b\u00fcy\u00fck bulut \u015firketlerinin (hyperscaler: dev veri merkezi i\u015fleten teknoloji firmalar\u0131) ve \u00e7ip tasar\u0131mc\u0131lar\u0131n\u0131n ileri hesaplama yat\u0131r\u0131mlar\u0131n\u0131 s\u00fcrd\u00fcrd\u00fc\u011f\u00fcne i\u015faret eder.<\/p>\n\n\n\n<p><strong>TSMC Y\u0131l Geneli B\u00fcy\u00fcme Beklentisini De\u011fi\u015ftirdi mi?<\/strong><\/p>\n\n\n\n<p>TSMC, y\u0131l genelinde gelirin yakla\u015f\u0131k <strong>%30<\/strong> artaca\u011f\u0131 beklentisini koruyor. Piyasa 2026\u2019n\u0131n kalan\u0131nda bu ivmenin s\u00fcr\u00fcp s\u00fcrmeyece\u011fine odaklan\u0131yor.<\/p>\n\n\n\n<p><strong>Talep G\u00fc\u00e7l\u00fcyken TSMC Neden Orta Do\u011fu Riskine H\u00e2l\u00e2 A\u00e7\u0131k?<\/strong><\/p>\n\n\n\n<p>\u00c7\u00fcnk\u00fc g\u00fc\u00e7l\u00fc talep, tedarik zinciri k\u0131r\u0131lganl\u0131\u011f\u0131n\u0131 ortadan kald\u0131rm\u0131yor. TSMC\u2019nin \u00fcretim tesisleri y\u00fcksek enerji t\u00fcketiyor, Tayvan b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ithal yak\u0131ta ba\u011f\u0131ml\u0131 ve \u00e7ip \u00fcretimi helyum gibi malzemelere dayan\u0131yor. Bu tedarik kalemlerinde b\u00f6lgesel gerilimle aksamalar ya\u015fanabiliyor.<\/p>\n<\/details>\n\n<p>\n\n<p><strong>Hemen i\u015flem yapmaya ba\u015flay\u0131n &#8211; Ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr\/trade-now\/\">buraya<\/a> t\u0131klay\u0131n <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>TSMC\u2019den s\u00fcrpriz bilan\u00e7o: Net k\u00e2r %58, ciro %35 artt\u0131; beklentiler a\u015f\u0131ld\u0131. Hisse 375,54\u2019te, 380 direncinde oyalan\u0131yor. 3 nm ve ileri paketleme talebi arz\u0131 zorluyor; jeopolitik maliyet riski s\u00fcr\u00fcyor.<\/p>\n","protected":false},"author":87,"featured_media":44753,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-44754","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44754","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/users\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/comments?post=44754"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/44754\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media\/44753"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=44754"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=44754"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=44754"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}