DBS Group Research ekonomisti Ma Tieying, yapay zek\u00e2 (AI) destekli ihracattaki g\u00fc\u00e7lenme ve bilgi-ileti\u015fim teknolojilerine (ICT; yani \u00e7ip, sunucu, a\u011f ekipman\u0131 gibi teknoloji \u00fcr\u00fcnlerine) olan istikrarl\u0131 talebi gerek\u00e7e g\u00f6stererek Tayvan\u2019\u0131n 2026 GSYH (gayrisafi yurt i\u00e7i has\u0131la; ekonominin toplam \u00fcretimi) b\u00fcy\u00fcme tahminini %7,0\u2019den %9,4\u2019e y\u00fckseltti. Bu tahmin, 2010\u2019daki k\u00fcresel finans krizinin (2008 sonras\u0131) toparlanmas\u0131ndan bu yana en h\u0131zl\u0131 geni\u015flemeye i\u015faret ediyor.<\/p>\n
Rapor, ilk \u00e7eyrekte GSYH\u2019nin g\u00fc\u00e7l\u00fc seyretti\u011fini ve \u00e7eyreklik b\u00fcy\u00fcmenin 1\u00c7\u2019de zirve yapmas\u0131n\u0131 bekliyor. Ard\u0131ndan 2026\u2019n\u0131n ilerleyen d\u00f6neminde b\u00fcy\u00fcmenin h\u0131z kesmesi \u00f6ng\u00f6r\u00fcl\u00fcyor.<\/p>\n
Rapora g\u00f6re, Orta Do\u011fu\u2019daki jeopolitik gerilimlere ra\u011fmen k\u00fcresel \u201cAI odakl\u0131 donan\u0131m d\u00f6ng\u00fcs\u00fcn\u00fcn\u201d (AI kullan\u0131m\u0131n\u0131 m\u00fcmk\u00fcn k\u0131lan \u00e7ip ve sunucu yat\u0131r\u0131mlar\u0131ndaki d\u00f6nemsel talep art\u0131\u015f\u0131) g\u00fc\u00e7l\u00fc kalmas\u0131 bekleniyor. Bu durumun yar\u0131 iletkenlere (\u00e7ip), sunuculara ve di\u011fer ICT ihracat\u0131na talebi destekleyece\u011fi belirtiliyor.<\/p>\n
Rapor, k\u00fcresel talep yava\u015flarken ICT d\u0131\u015f\u0131 ihracat\u0131n daha fazla bask\u0131 g\u00f6rebilece\u011fini ekliyor. LNG (s\u0131v\u0131la\u015ft\u0131r\u0131lm\u0131\u015f do\u011fal gaz; gemilerle ta\u015f\u0131nabilmesi i\u00e7in s\u0131v\u0131 hale getirilen gaz) arz\u0131ndaki s\u0131n\u0131rlamalar\u0131n yap\u0131sal bir k\u0131s\u0131t oldu\u011funa dikkat \u00e7ekiyor.<\/p>\n
Ayr\u0131ca daha y\u00fcksek enerji maliyetleri ve elektrik kesintisi\/k\u0131s\u0131tlamas\u0131 (talebin kar\u015f\u0131lanamamas\u0131 halinde uygulanan planl\u0131 da\u011f\u0131t\u0131m) riskini ba\u015fl\u0131ca makro riskler aras\u0131nda s\u0131ral\u0131yor.<\/p>\n","protected":false},"excerpt":{"rendered":"
S\u00fcrpriz revizyon: DBS, Tayvan\u2019\u0131n 2026 b\u00fcy\u00fcme tahminini AI destekli ihracat ve g\u00fc\u00e7l\u00fc ICT talebiyle %7,0\u2019den %9,4\u2019e \u00e7\u0131kard\u0131. 1\u00c7 zirve, sonra ivme kayb\u0131; enerji ve jeopolitik riskler \u00f6ne \u00e7\u0131k\u0131yor.<\/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-46116","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\/46116","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=46116"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/posts\/46116\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/media?parent=46116"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/categories?post=46116"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/tr-mena\/wp-json\/wp\/v2\/tags?post=46116"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}