{"id":52259,"date":"2026-08-03T10:54:30","date_gmt":"2026-08-03T10:54:30","guid":{"rendered":"https:\/\/www.vtmarkets.com\/tr-mena\/uncategorized\/cinin-yapay-zeka-bellegi-hedefi-kuresel-co-nand-dram\/"},"modified":"2026-08-03T10:54:30","modified_gmt":"2026-08-03T10:54:30","slug":"cinin-yapay-zeka-bellegi-hedefi-kuresel-co-nand-dram","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/tr-mena\/opinion\/cinin-yapay-zeka-bellegi-hedefi-kuresel-co-nand-dram\/","title":{"rendered":"\u00c7in\u2019in Yapay Zek\u00e2 Belle\u011fi Hedefi: K\u00fcresel \u201cCo-NAND-DRAM\u201d"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/08\/AIConandram-1024x573.webp\" alt=\"\" class=\"wp-image-64112\"\/><figcaption>Yapay zek\u00e2 bellek yar\u0131\u015f\u0131 s\u0131n\u0131rlar\u0131 a\u015f\u0131yor<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\u2019nin bu y\u0131l \u015firket de\u011ferinin (piyasa de\u011ferinin) h\u0131zla y\u00fckselmesiyle yat\u0131r\u0131mc\u0131lar sadece bir bellek \u00e7ipi \u015firketi almad\u0131. Daha b\u00fcy\u00fck bir fikre yat\u0131r\u0131m yapt\u0131lar: <a href=\"https:\/\/www.abc.net.au\/news\/2026-07-30\/cxmt-stock-market-debut-memory-chips\/106965378\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\u00c7in\u2019in yapay zek\u00e2 \u00e7a\u011f\u0131nda kendi bellek altyap\u0131s\u0131n\u0131 kurabilece\u011fi<\/a> ve b\u00f6ylece k\u00fcresel liderlere ba\u011f\u0131ml\u0131l\u0131\u011f\u0131 azaltabilece\u011fi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bu iyimserli\u011fin \u00f6l\u00e7e\u011fi b\u00fcy\u00fckt\u00fc. CXMT\u2019nin <a href=\"https:\/\/www.cnbc.com\/2026\/07\/31\/cxmts-sk-hynix-samsung-micron-memory-chip.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">borsaya a\u00e7\u0131l\u0131\u015f\u0131 (halka arz\/ilk i\u015flem g\u00fcn\u00fc) g\u00fc\u00e7l\u00fc bir yeniden fiyatlamay\u0131<\/a> tetikledi. Yat\u0131r\u0131mc\u0131lar \u015firketi, yerle\u015fik bellek \u00fcreticilerine kar\u015f\u0131 yerli bir rakip aday\u0131 olarak konumlad\u0131. \u015eirketin piyasa de\u011feri <a href=\"https:\/\/www.cnbc.com\/2026\/07\/27\/cxmt-china-market-debut-chipmaker-ipo.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">i\u015flem g\u00f6rmeye ba\u015flad\u0131ktan sonra yakla\u015f\u0131k 8,6 milyar dolara ula\u015ft\u0131<\/a>. Bu, CXMT\u2019nin \u00c7in\u2019in en kritik yar\u0131 iletken (\u00e7ip) \u015firketlerinden biri olabilece\u011fi beklentisini yans\u0131t\u0131yor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Y\u00fckseli\u015f, <a href=\"https:\/\/www.forbes.com\/sites\/ywang\/2026\/07\/27\/cxmt-chairman-zhu-yiming-amasses-159-billion-fortune-by-growing-memory-chip-maker-into-micron-rival\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">Y\u00f6netim Kurulu Ba\u015fkan\u0131 Zhu Yiming\u2019e<\/a> ilgiyi de art\u0131rd\u0131. CXMT\u2019nin \u00f6nem kazanaca\u011f\u0131 beklentisiyle serveti b\u00fcy\u00fcd\u00fc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT, NVIDIA kadar bilinen bir isim olabilir mi? Okuyun.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Yapay zek\u00e2 hem h\u0131z hem depolama ister<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u015eirketlere ge\u00e7meden \u00f6nce, belle\u011fin nas\u0131l \u00e7al\u0131\u015ft\u0131\u011f\u0131n\u0131 insan beyni \u00fczerinden d\u00fc\u015f\u00fcnmek faydal\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">K\u0131sa s\u00fcreli haf\u0131za vard\u0131r: Telefon numaras\u0131n\u0131 ge\u00e7ici olarak ak\u0131lda tutmak ya da konu\u015fmay\u0131 anl\u0131k takip etmek gibi. H\u0131z, an\u0131nda eri\u015fim ve s\u00fcrekli g\u00fcncelleme gerekir. Bu, bilgisayarlardaki <strong>DRAM<\/strong>\u2019e benzer. <strong>DRAM (Dinamik Rastgele Eri\u015fimli Bellek)<\/strong>, i\u015flemcinin o anda \u00e7al\u0131\u015f\u0131rken kulland\u0131\u011f\u0131 h\u0131zl\u0131 \u201c\u00e7al\u0131\u015fma alan\u0131\u201d belle\u011fidir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Uzun s\u00fcreli haf\u0131za da vard\u0131r: Foto\u011fraflar, deneyimler ve zamanla biriken bilgiler. Burada h\u0131zdan \u00e7ok kapasite, g\u00fcvenilirlik ve verimlilik \u00f6ne \u00e7\u0131kar. Bilgisayarlarda bunu <strong>NAND depolama<\/strong> sa\u011flar. <strong>NAND<\/strong>, verilerin kal\u0131c\u0131 olarak tutuldu\u011fu \u201cdepo\u201d ya da \u201car\u015fiv\u201d alan\u0131d\u0131r (SSD gibi depolama \u00fcr\u00fcnlerinin temelini olu\u015fturur).<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\">\u0130nsan haf\u0131zas\u0131<\/td><td class=\"has-text-align-center\" data-align=\"center\">Bilgisayar belle\u011fi<\/td><td class=\"has-text-align-center\" data-align=\"center\">\u00c7inli \u015firket<\/td><\/tr><tr><td>K\u0131sa s\u00fcreli haf\u0131za<\/td><td>DRAM<\/td><td>CXMT<\/td><\/tr><tr><td>Uzun s\u00fcreli haf\u0131za<\/td><td>NAND<\/td><td>YMTC<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">K\u00fcresel bellek pazar\u0131 \u00fc\u00e7 b\u00fcy\u00fck oyuncunun kontrol\u00fcnde: Samsung, <a href=\"https:\/\/www.vtmarkets.com\/learn\/is-sk-hynix-skhy-the-next-big-ai-semiconductor-trade\/\" target=\"_blank\" rel=\"noopener\" title=\"\">SK Hynix<\/a> ve Micron. Bu \u00fc\u00e7l\u00fc, DRAM arz\u0131n\u0131n b\u00fcy\u00fck b\u00f6l\u00fcm\u00fcn\u00fc sa\u011fl\u0131yor. CXMT, aktif hesaplamada kullan\u0131lan DRAM\u2019de <a href=\"https:\/\/www.forbes.com\/sites\/ywang\/2026\/07\/27\/cxmt-chairman-zhu-yiming-amasses-159-billion-fortune-by-growing-memory-chip-maker-into-micron-rival\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">ana oyunculardan biri<\/a> olmay\u0131 hedefliyor. YMTC ise NAND\u2019a odaklan\u0131yor; yani b\u00fcy\u00fck veri y\u0131\u011f\u0131nlar\u0131n\u0131n sakland\u0131\u011f\u0131 depolama katman\u0131. Teknolojiler farkl\u0131, g\u00f6revleri farkl\u0131; ama\u00e7 ayn\u0131: \u00c7in\u2019de daha b\u00fct\u00fcnl\u00fckl\u00fc bir yerli yar\u0131 iletken ekosistemi kurmak.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Yapay zek\u00e2 patlamas\u0131nda bellek, \u201caltyap\u0131 varl\u0131\u011f\u0131na\u201d d\u00f6n\u00fc\u015ft\u00fc<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Yapay zek\u00e2 bellek ihtiyac\u0131n\u0131 yaratmad\u0131, ancak talebi sert bi\u00e7imde art\u0131rd\u0131.<\/p>\n\n\n\n<figure class=\"wp-block-image wp-duotone-ffffff-0693e3-1\"><a href=\"https:\/\/www.fortunebusinessinsights.com\/high-bandwidth-memory-hbm-market-110857\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/08\/codeMjA2OTUxN2MyYzM5NWZiMTZmNGE3ZjFiN2VhMGM3ZmRfVk9CNlpvcTZ1Z3JWbWRRdVhHdEFHZ3JjcVl6a1BHT0hfVG9rZW46TTVGRWJtZ3llb21Ya2J4cjRvZmxmc0ZQZ2piXzE3ODU3NDk0MjE6MTc4NTc1MzAyMV9WNAampadd_watermarktrueampscene_typeCCM.png\" alt=\"\"\/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Yapay zek\u00e2 sistemlerinde kullan\u0131lan y\u00fcksek performansl\u0131 bellek, pazar\u0131n en h\u0131zl\u0131 b\u00fcy\u00fcyen alanlar\u0131ndan biri oldu. \u015eirketler daha b\u00fcy\u00fck yapay zek\u00e2 modellerine ve veri merkezlerine yat\u0131r\u0131m yapt\u0131k\u00e7a <strong>HBM<\/strong> talebinin h\u0131zla artmas\u0131 bekleniyor. <strong>HBM (Y\u00fcksek Bant Geni\u015flikli Bellek)<\/strong>, i\u015flemci\/ h\u0131zland\u0131r\u0131c\u0131 ile bellek aras\u0131nda \u00e7ok y\u00fcksek veri aktar\u0131m\u0131 sa\u011flayan, \u00f6zellikle yapay zek\u00e2 h\u0131zland\u0131r\u0131c\u0131lar\u0131nda kullan\u0131lan geli\u015fmi\u015f bellek t\u00fcr\u00fcd\u00fcr.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">B\u00fcy\u00fck yapay zek\u00e2 modelleri \u00e7ok b\u00fcy\u00fck veri ister. Verinin bir k\u0131sm\u0131 depolan\u0131r, bir k\u0131sm\u0131 ise \u00e7ok h\u0131zl\u0131 \u00e7a\u011fr\u0131l\u0131p i\u015flenir. NAND, yapay zek\u00e2n\u0131n \u00f6\u011frendi\u011fi bilgilerin tutuldu\u011fu \u201cdepo\u201d gibidir. DRAM ise i\u015flemcinin veriye h\u0131zl\u0131 eri\u015fip verimli \u00e7al\u0131\u015fmas\u0131n\u0131 sa\u011flayan \u201c\u00e7al\u0131\u015fma masas\u0131d\u0131r\u201d.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT i\u00e7in f\u0131rsat, yapay zek\u00e2 talebinin en g\u00fc\u00e7l\u00fc oldu\u011fu bellek taraf\u0131na yakla\u015fmak. \u015eirket, mevcut oyuncular\u0131n y\u0131llar i\u00e7inde kurdu\u011fu \u00fcretim bilgisi, m\u00fc\u015fteri ili\u015fkileri ve \u00f6l\u00e7ek avantaj\u0131n\u0131n oldu\u011fu bir alana girmeye \u00e7al\u0131\u015f\u0131yor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">YMTC i\u00e7in f\u0131rsat farkl\u0131 ama ayn\u0131 derecede kritik. Yapay zek\u00e2; e\u011fitim verilerinden kurumsal bilgilere kadar devasa miktarda depolanan veriye dayan\u0131r. Yeterli depolama kapasitesi olmadan, yapay zek\u00e2 ekosistemi b\u00fcy\u00fcyemez.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.reuters.com\/world\/china\/chinas-memory-chip-makers-ride-ai-boom-new-power-us-scrutiny-2026-07-24\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">CXMT ve YMTC<\/a>, ayn\u0131 hedefin iki y\u00fcz\u00fcn\u00fc temsil ediyor: yapay zek\u00e2 \u00e7a\u011f\u0131n\u0131n gerektirdi\u011fi bellek temelini kurmak.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>CXMT neden \u201csadece \u00e7ip \u015firketi\u201d gibi fiyatlanm\u0131yor?<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT ve YMTC\u2019nin geli\u015fimi, daha geni\u015f bir \u201c\u00e7ipte dayan\u0131kl\u0131l\u0131k\u201d hamlesiyle ba\u011flant\u0131l\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Geli\u015fmi\u015f \u00e7ip teknolojilerine eri\u015fim k\u0131s\u0131tlamalar\u0131 sonras\u0131 \u00c7in, yar\u0131 iletken tedarik zincirinin (hammadde, ekipman, \u00fcretim) her a\u015famas\u0131nda yerli kabiliyete daha fazla a\u011f\u0131rl\u0131k verdi.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bu nedenle iki \u015firket, klasik \u00fcreticiden \u00f6te \u201cstratejik\u201d oyuncu olarak g\u00f6r\u00fcl\u00fcyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bu konumun sa\u011flad\u0131\u011f\u0131 avantajlar:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>uzun vadeli yat\u0131r\u0131m deste\u011fi<\/li>\n\n\n\n<li>yerli talebe eri\u015fim<\/li>\n\n\n\n<li>zor bir teknoloji yar\u0131\u015f\u0131nda kamu deste\u011fi<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Bu stratejik rol, yat\u0131r\u0131mc\u0131 beklentilerini de etkiliyor. CXMT, sadece bug\u00fcnk\u00fc finansal performansla de\u011fil, \u00c7in\u2019in yabanc\u0131 bellek tedarik\u00e7ilerine ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n\u0131 azaltma potansiyeliyle de de\u011ferleniyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ancak stratejik \u00f6nem, yar\u0131 iletken sekt\u00f6r\u00fcn\u00fcn zorluklar\u0131n\u0131 ortadan kald\u0131rmaz.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.vtmarkets.com\/opinion\/chinas-ev-industry-a-growing-global-force\/\" target=\"_blank\" rel=\"noopener\" title=\"\">\u00c7in\u2019in elektrikli ara\u00e7<\/a>, g\u00fcne\u015f ve telekom sekt\u00f6rleri k\u00fcresel rekabet\u00e7i \u015firketler \u00e7\u0131kard\u0131; ama ayn\u0131 zamanda sert rekabet, kapasite fazlas\u0131 ve fiyat bask\u0131s\u0131 d\u00f6nemleri ya\u015fad\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bellek \u00e7iplerinde de d\u00f6ng\u00fc vard\u0131r. \u00dcretim kapasitesi talebin \u00f6n\u00fcne ge\u00e7erse fiyatlar h\u0131zla d\u00fc\u015febilir, k\u00e2rl\u0131l\u0131k zay\u0131flayabilir ve \u015firketler yat\u0131r\u0131m planlar\u0131n\u0131 k\u0131smak zorunda kalabilir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\u2019nin ilerlemesi, sadece destekle de\u011fil, bellek piyasas\u0131n\u0131n ini\u015f \u00e7\u0131k\u0131\u015flar\u0131nda rekabet edebilmesiyle belirlenecek.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Ger\u00e7ek \u201cco-NAND-DRAM\u201d<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Paralel bellek ekosistemleri d\u0131\u015far\u0131dan \u201ctam ba\u011f\u0131ms\u0131zl\u0131k\u201d gibi g\u00f6r\u00fcnebilir. Ancak pratikte tablo daha ba\u011flant\u0131l\u0131. Geli\u015fmi\u015f yar\u0131 iletken \u00fcretimi; \u00f6zel ekipman \u00fcreticileri, malzemeler ve teknolojilerden olu\u015fan k\u00fcresel bir a\u011fa dayan\u0131r.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\u2019nin geli\u015fmi\u015f DRAM \u00fcretimi; <a href=\"https:\/\/www.vtmarkets.com\/discover\/what-is-asml-stock\/\" target=\"_blank\" rel=\"noopener\" title=\"\">ASML<\/a>, Applied Materials, Lam Research ve Tokyo Electron gibi \u015firketlerin ekipmanlar\u0131na ba\u011fl\u0131. YMTC de geli\u015fmi\u015f NAND i\u00e7in benzer bir ekosisteme ihtiya\u00e7 duyuyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">YMTC, teknolojiye eri\u015fimin nas\u0131l stratejik bir konuya d\u00f6n\u00fc\u015febilece\u011fini 2022 Aral\u0131k\u2019ta ABD Ticaret Bakanl\u0131\u011f\u0131\u2019n\u0131n <strong>Entity List<\/strong>\u2019ine al\u0131narak ya\u015fad\u0131. <strong>Entity List<\/strong>, belirli ABD teknolojilerine ve \u00fcr\u00fcnlerine eri\u015fimi s\u0131n\u0131rland\u0131ran resm\u00ee yapt\u0131r\u0131m\/izin mekanizmas\u0131d\u0131r.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT ayn\u0131 \u00f6l\u00e7ekte resm\u00ee bir ad\u0131mla kar\u015f\u0131la\u015fmad\u0131. Ancak iki \u015firket de ayn\u0131 k\u00fcresel yar\u0131 iletken a\u011f\u0131n\u0131n i\u00e7inde faaliyet g\u00f6steriyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As\u0131l ikilem burada: \u00c7ip geli\u015ftirme giderek daha stratejik hale gelirken sekt\u00f6r\u00fcn kendisi h\u00e2l\u00e2 birbirine ba\u011f\u0131ml\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00c7in, yerli kabiliyetlerini g\u00fc\u00e7lendirmek i\u00e7in b\u00fcy\u00fck yat\u0131r\u0131m yap\u0131yor. Buna kar\u015f\u0131n k\u00fcresel <a href=\"https:\/\/www.vtmarkets.com\/opinion\/the-ai-trade-is-entering-its-proof-phase\/\" target=\"_blank\" rel=\"noopener\" title=\"\">yar\u0131 iletken \u015firketleri<\/a> de uluslararas\u0131 pazarlara, \u00f6zel teknolojilere ve \u00fcretim a\u011flar\u0131na eri\u015fime ihtiya\u00e7 duyuyor.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/08\/codeYjZmYTM5NDAyYTJkYWY4YWRhNDY3NTNiNmFiNzUzNTdfNUpxN3B1dGRLZ2FkVnhZNUxoTjN3S1ZNdnJ6VkhaaXJfVG9rZW46S1ZjNmJ3R3ZNb0JCNDl4MGN3WGxZdUhqZzNiXzE3ODU3NDk0MjE6MTc4NTc1MzAyMV9WNAampadd_watermarktrueampscene_typeCCM.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Ba\u011flant\u0131 \u00e7ip \u00fcretimiyle s\u0131n\u0131rl\u0131 de\u011fil. K\u00fcresel teknoloji \u015firketleri de s\u0131n\u0131r \u00f6tesi tedarik zincirlerine dayan\u0131yor; tedarik\u00e7i \u00e7e\u015fitlendirmesini, kritik \u00fcretim merkezlerine ve pazarlara eri\u015fimle birlikte y\u00f6netiyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT hisselerindeki ralli, DRAM a\u00e7\u0131\u011f\u0131n\u0131 kapatabilece\u011fine dair g\u00fcveni g\u00f6steriyor. As\u0131l zor k\u0131s\u0131m, yerli ilerlemenin \u00f6tesine ge\u00e7ip yapay zek\u00e2 i\u00e7in en ileri bellek alanlar\u0131nda rekabet edebilmek. Burada <strong>verim (yield)<\/strong>, teknoloji geli\u015ftirme ve <strong>m\u00fc\u015fteri onay\u0131 (qualification)<\/strong> en az hedef kadar \u00f6nemli. <strong>Verim (yield)<\/strong>, \u00fcretimde \u00e7\u0131kan sa\u011flam \u00e7ip oran\u0131d\u0131r; verim y\u00fckseldik\u00e7e maliyet d\u00fc\u015fer. <strong>M\u00fc\u015fteri onay\u0131 (qualification)<\/strong>, b\u00fcy\u00fck m\u00fc\u015fterilerin bir \u00e7ipi\/s\u00fcreci test edip \u00fcretime uygun bulmas\u0131d\u0131r.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Di\u011fer g\u00f6r\u00fc\u015fe g\u00f6re jeopolitik rekabet, daha \u00f6nce k\u00fcresel i\u015fbirli\u011fiyle kurulan sistemin baz\u0131 par\u00e7alar\u0131n\u0131n kopyalanmas\u0131na yol a\u00e7abilir. Bu da maliyetleri art\u0131r\u0131p sekt\u00f6r\u00fc daha par\u00e7al\u0131 hale getirebilir. Y\u0131llar i\u00e7inde <a href=\"https:\/\/www.vtmarkets.online\/latest-on-trump-news\/?utm_source=Opinion&amp;utm_content=Conandram\" target=\"_blank\" rel=\"noopener\" title=\"\">Trump d\u00f6nemindeki ticaret k\u0131s\u0131tlamalar\u0131<\/a> bu e\u011filime i\u015faret etmi\u015fti.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">S\u0131rada uygulama var<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Bellek, yar\u0131 iletken sekt\u00f6r\u00fcn\u00fcn en d\u00f6ng\u00fcsel alanlar\u0131ndan biridir; jeopolitik bu d\u00f6ng\u00fcy\u00fc ortadan kald\u0131rmaz.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Bu d\u00f6ng\u00fcde fark, yapay zek\u00e2 talebinin bellek arz\u0131n\u0131 daha g\u00f6r\u00fcn\u00fcr hale getirmesi, \u00f6zellikle ileri kullan\u0131m alanlar\u0131nda. Yine de tarih; kapasite talebin \u00f6n\u00fcne ge\u00e7ti\u011finde bellek piyasalar\u0131n\u0131n sert hareket edebildi\u011fini g\u00f6steriyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Arz talebi a\u015farsa bellek fiyatlar\u0131 d\u00fc\u015febilir, k\u00e2r marj\u0131 daralabilir ve \u015firketler yat\u0131r\u0131m\u0131 yava\u015flatabilir. Bu d\u00f6ng\u00fc, b\u00fcy\u00fckl\u00fckten ya da stratejik \u00f6nemden ba\u011f\u0131ms\u0131z \u015fekilde t\u00fcm b\u00fcy\u00fck \u00fcreticileri etkiler. <strong>K\u00e2r marj\u0131<\/strong>, sat\u0131\u015flardan elde edilen k\u00e2r\u0131n oran\u0131d\u0131r; daralmas\u0131, \u015firkete daha az k\u00e2r kalmas\u0131 demektir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Trader\u2019lar (k\u0131sa vadeli al-sat yapan yat\u0131r\u0131mc\u0131lar) i\u00e7in odak, hedeften \u00e7ok uygulama ba\u015far\u0131s\u0131 olacak.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Buradan izlenmesi gerekenler:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CXMT\u2019nin \u00fcretim kapasitesi, \u00fcretim verimi ve teknoloji geli\u015ftirmede kal\u0131c\u0131 ilerleme g\u00f6sterip g\u00f6steremeyece\u011fi<\/li>\n\n\n\n<li>ihracat politikalar\u0131n\u0131n geli\u015fmi\u015f yar\u0131 iletken ekipmanlar\u0131na eri\u015fimi nas\u0131l \u015fekillendirece\u011fi<\/li>\n\n\n\n<li>yeni kapasite devreye girdik\u00e7e bellek d\u00f6ng\u00fcs\u00fcn\u00fcn destekleyici kal\u0131p kalmayaca\u011f\u0131<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\u2019nin piyasa de\u011feri, \u00c7in\u2019in DRAM a\u00e7\u0131\u011f\u0131n\u0131 daraltmay\u0131 s\u00fcrd\u00fcrebilece\u011fi beklentisini yans\u0131t\u0131yor. YMTC \u00f6rne\u011fi ise d\u0131\u015f etkenlerin \u00e7ip geli\u015fiminin h\u0131z\u0131n\u0131 ne kadar \u00e7abuk etkileyebildi\u011fini g\u00f6steriyor.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u201cCo-NAND-DRAM\u201d<\/em> yaln\u0131zca k\u0131sa vadeli bellek ile uzun vadeli depolama ayr\u0131m\u0131 de\u011fil. On y\u0131llarca s\u00fcren k\u00fcresel i\u015fbirli\u011fiyle kurulan bir sekt\u00f6rde \u00fclkelerin daha fazla yar\u0131 iletken ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131 hedeflemesi ve bunun i\u00e7in d\u00fcnyan\u0131n ne kadar \u201cm\u00fckerrer\u201d kapasite kurmaya raz\u0131 olaca\u011f\u0131 anlam\u0131na geliyor.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Trader&#8217;lar\u0131n S\u0131k Sorulan Sorusu<\/summary>\n<p class=\"wp-block-paragraph\"><strong>CXMT neden yapay zek\u00e2 \u00e7ip yar\u0131\u015f\u0131nda \u00f6ne \u00e7\u0131k\u0131yor?<\/strong> <br>CXMT, \u00c7in\u2019in DRAM\u2019deki ba\u015fl\u0131ca yerli rakip aday\u0131 olarak \u00f6ne \u00e7\u0131k\u0131yor. Piyasa, yapay zek\u00e2 i\u00e7in rekabet\u00e7i bellek \u00fcretebilip \u00fcretemeyece\u011fini izliyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CXMT ile YMTC aras\u0131ndaki fark nedir?<\/strong> <br>CXMT, aktif hesaplama i\u00e7in h\u0131zl\u0131 \u00e7al\u0131\u015fma belle\u011fi olan DRAM\u2019e odaklan\u0131r. YMTC ise b\u00fcy\u00fck \u00f6l\u00e7ekli veri depolama sa\u011flayan NAND\u2019a odaklan\u0131r.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Bellek \u00e7ipleri yapay zek\u00e2 i\u00e7in neden \u00f6nemli?<\/strong> <br>Yapay zek\u00e2 hem h\u0131zl\u0131 eri\u015fimli belle\u011fe hem de b\u00fcy\u00fck depolama alan\u0131na ihtiya\u00e7 duyar. DRAM anl\u0131k i\u015flemeyi destekler; NAND ise modellerin dayand\u0131\u011f\u0131 b\u00fcy\u00fck veriyi saklar.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u00c7in ba\u011f\u0131ms\u0131z bir yar\u0131 iletken tedarik zinciri kurabilir mi?<\/strong> <br>\u00c7in yerli \u00e7ip kabiliyetlerinde ilerledi. Ancak ileri \u00fcretim h\u00e2l\u00e2 k\u00fcresel ekipman, teknoloji ve tedarik\u00e7ilere ba\u011fl\u0131.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Yat\u0131r\u0131mc\u0131lar CXMT ve bellek sekt\u00f6r\u00fcnde neyi izlemeli?<\/strong> <br>CXMT\u2019nin \u00fcretim ilerlemesi, teknoloji geli\u015ftirmesi, ihracat k\u0131s\u0131tlar\u0131 ve bellek d\u00f6ng\u00fcs\u00fcn\u00fcn (fiyat\/k\u00e2rl\u0131l\u0131k d\u00f6ng\u00fcs\u00fc) destekleyici kal\u0131p kalmayaca\u011f\u0131.<\/p>\n<\/details>\n\n\n\n\n<p class=\"wp-block-paragraph\"><b>Hemen i\u015flem yapmaya ba\u015flay\u0131n \u2014 ger\u00e7ek VT Markets hesab\u0131n\u0131z\u0131 olu\u015fturmak i\u00e7in <a href=\"https:\/\/www.vtmarkets.com\/tr-mena\/trade-now\">buraya<\/a> t\u0131klay\u0131n.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"<p>S\u00fcrpriz ralli: CXMT\u2019nin halka arz\u0131yla yat\u0131r\u0131mc\u0131lar DRAM\u2019den \u00f6te \u00c7in\u2019in yapay zek\u00e2 bellek ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na oynuyor. HBM talebi b\u00fcy\u00fcrken verim, m\u00fc\u015fteri onay\u0131, ihracat k\u0131s\u0131tlar\u0131 ve bellek d\u00f6ng\u00fcs\u00fc kritik.<\/p>\n","protected":false},"author":87,"featured_media":52258,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49],"tags":[],"class_list":["post-52259","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-opinion"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"S\u00fcrpriz ralli: CXMT\u2019nin halka arz\u0131yla yat\u0131r\u0131mc\u0131lar DRAM\u2019den \u00f6te \u00c7in\u2019in yapay zek\u00e2 bellek ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na oynuyor. HBM talebi b\u00fcy\u00fcrken verim, m\u00fc\u015fteri onay\u0131, ihracat k\u0131s\u0131tlar\u0131 ve bellek d\u00f6ng\u00fcs\u00fc kritik.\" \/>\n\t<meta name=\"robots\" content=\"max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.vtmarkets.com\/tr-mena\/opinion\/cinin-yapay-zeka-bellegi-hedefi-kuresel-co-nand-dram\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO Pro (AIOSEO) 4.9.10\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"VT Markets -\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"\u00c7in\u2019in Yapay Zek\u00e2 Belle\u011fi Hedefi: K\u00fcresel \u201cCo-NAND-DRAM\u201d - VT Markets\" \/>\n\t\t<meta property=\"og:description\" content=\"S\u00fcrpriz ralli: CXMT\u2019nin halka arz\u0131yla yat\u0131r\u0131mc\u0131lar DRAM\u2019den \u00f6te \u00c7in\u2019in yapay zek\u00e2 bellek ba\u011f\u0131ms\u0131zl\u0131\u011f\u0131na oynuyor. 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