Yapay zek\u00e2daki (AI) b\u00fcy\u00fcme, bellek ve depolama hisselerini yukar\u0131 ta\u015f\u0131d\u0131; \u00e7\u00fcnk\u00fc AI sistemlerini \u00e7al\u0131\u015ft\u0131rmak ve b\u00fcy\u00fck veri y\u00fcklerini y\u00f6netmek i\u00e7in ikisi de gerekli. Yaz\u0131da, bu taleple ba\u011flant\u0131l\u0131 iki \u015firket olarak Micron Technology ve Seagate Technology \u00f6ne \u00e7\u0131kar\u0131l\u0131yor.<\/p>\n
Micron hisseleri y\u0131lba\u015f\u0131ndan bu yana %70\u2019in \u00fczerinde y\u00fckseldi ve ileriye d\u00f6n\u00fck kazan\u00e7 \u00e7arpan\u0131 (forward F\/K: \u015firketin beklenen k\u00e2r\u0131na g\u00f6re fiyat\/kazan\u00e7 oran\u0131) 8,4 seviyesinde. Micron\u2019un HBM3E\u2019si (High Bandwidth Memory: y\u00fcksek bant geni\u015flikli bellek; AI i\u015flemcilerinin \u00e7ok h\u0131zl\u0131 veri eri\u015fimi i\u00e7in kullan\u0131lan bellek) saniyede 1,2 TB veri aktarabiliyor. Micron, 24 GB 8-High HBM3E\u2019nin (\u00fcst \u00fcste istiflenmi\u015f 8 bellek katman\u0131) seri \u00fcretimine 2024\u2019\u00fcn ba\u015f\u0131nda ba\u015flad\u0131.<\/p>\n
HBM3E, benzer \u00fcr\u00fcnlere g\u00f6re %30 daha az g\u00fc\u00e7 t\u00fcketiyor ve Micron\u2019un 2026 y\u0131l\u0131na y\u00f6nelik t\u00fcm HBM kapasitesi \u015fimdiden sat\u0131lm\u0131\u015f durumda. HBM4\u2019\u00fcn hedefi 2,8 TB\/s\u2019nin \u00fczerinde h\u0131z ve HBM3E\u2019ye g\u00f6re %20\u2019den fazla enerji verimlili\u011fi art\u0131\u015f\u0131. Seri \u00fcretimin Nisan 2026\u2019da ba\u015flamas\u0131 ve fiyatlar\u0131n %50\u2019nin \u00fczerinde artmas\u0131 bekleniyor.<\/p>\n
Yaz\u0131ya g\u00f6re verilerin %90\u2019\u0131 sabit disklerde (HDD: hard disk drive; d\u00f6nen plakal\u0131 klasik depolama) saklan\u0131yor. HDD\u2019ler, TB ba\u015f\u0131na maliyette SSD\u2019lere (solid state drive; hareketli par\u00e7a olmayan, daha h\u0131zl\u0131 ama daha pahal\u0131 depolama) g\u00f6re 6 kata kadar daha ucuz olabiliyor. Seagate\u2019in d\u00fcnyan\u0131n en b\u00fcy\u00fck HDD \u00fcreticisi oldu\u011fu, Mozaic platformunun da plaka ba\u015f\u0131na 4 TB\u2019\u0131n \u00fczerinde kapasite sa\u011flad\u0131\u011f\u0131 belirtiliyor.<\/p>\n
Ayr\u0131ca Seagate\u2019in nearline s\u00fcr\u00fcc\u00fclerinin (nearline: veri merkezlerinde \u00e7evrimi\u00e7i ama s\u0131k eri\u015filmeyen \u201cyak\u0131n ar\u015fiv\u201d depolama) 2026 i\u00e7in t\u00fckendi\u011fi ifade ediliyor. Ek olarak, hiperskalelerin (hyperscaler: AWS, Microsoft, Google gibi \u00e7ok b\u00fcy\u00fck bulut \u015firketleri) yat\u0131r\u0131m harcamas\u0131 (capex) beklentilerinin, her iki \u015firket i\u00e7in de talep ve fiyatlamay\u0131 etkileyebilece\u011fi not ediliyor.<\/p>\n","protected":false},"excerpt":{"rendered":"
AI r\u00fczg\u00e2r\u0131 bellek ve depolamada yeni ralli mi ba\u015flat\u0131yor? Micron HBM3E\/HBM4\u2019te kapasiteyi satarken, Seagate\u2019te ucuz HDD ve nearline k\u0131tl\u0131\u011f\u0131; hiperscaler capex\u2019i fiyatlar\u0131 belirleyecek.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-45488","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45488","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=45488"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/45488\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=45488"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=45488"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=45488"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}