{"id":2753,"date":"2025-02-28T16:49:31","date_gmt":"2025-02-28T08:49:31","guid":{"rendered":"https:\/\/www.siproin-ic.com\/?p=2753"},"modified":"2025-04-30T16:46:31","modified_gmt":"2025-04-30T08:46:31","slug":"%e3%80%90monthly-semiconductor-industry-news%e3%80%91-feb-2025","status":"publish","type":"post","link":"https:\/\/www.siproin-ic.com\/tr\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91-feb-2025\/","title":{"rendered":"\u3010Ayl\u0131k Yar\u0131 \u0130letken End\u00fcstrisi Haberleri\u3011 \u015eubat 2025"},"content":{"rendered":"<p><span style=\"font-size: 14pt; color: #000000;\">1.<strong><b>TSMC tedari\u011fi kesti,<\/b><\/strong><strong><b>16 ve 14nm ve alt\u0131\u00a0 <\/b><\/strong><strong><b>s\u00fcre\u00e7ler kesinlikle s\u0131n\u0131rl\u0131d\u0131r<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">TSMC son zamanlarda \u00c7in anakaras\u0131ndaki entegre devre (IC) tasar\u0131m \u015firketlerine, \u00f6zellikle 16\/14nm proses \u00fcr\u00fcnleri i\u00e7in bir dizi kat\u0131 tedarik k\u0131s\u0131tlamas\u0131 getirdi.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Karar, ABD Ticaret Bakanl\u0131\u011f\u0131'n\u0131n Sanayi ve G\u00fcvenlik B\u00fcrosu (BIS) taraf\u0131ndan yay\u0131nlanan son ihracat kontrol d\u00fczenlemeleriyle yak\u0131ndan ilgili. Bu yeni d\u00fczenlemeye g\u00f6re, 31 Ocak 2025 tarihinden itibaren, 16\/14nm ve alt\u0131ndaki s\u00fcre\u00e7lere ait ilgili \u00fcr\u00fcnlerin BIS beyaz listesinde \"onayl\u0131 OSAT\" alt\u0131nda paketlenmemesi ve TSMC'nin paketleme tesisinin onayl\u0131 imzal\u0131 bir kopyas\u0131n\u0131 almamas\u0131 halinde, bu \u00fcr\u00fcnlerin sevkiyat\u0131 ask\u0131ya al\u0131nacakt\u0131r.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">TSMC, halihaz\u0131rda BIS beyaz listesinde yer alan \u00e7ip tasar\u0131mc\u0131lar\u0131 i\u00e7in \u00fcretim yapacakt\u0131r. BIS beyaz listesinde olmayan \u00e7ip tasar\u0131mc\u0131lar\u0131 i\u00e7in (anakara ve yabanc\u0131 \u015firketler dahil), ABD Ticaret Bakanl\u0131\u011f\u0131'na bir ba\u015fvuru yap\u0131lmal\u0131 veya nihai paket m\u00fch\u00fcr testi i\u00e7in onayl\u0131 OSAT listesine iletilmelidir. Nihai m\u00fch\u00fcrl\u00fc OSAT beyaz listede yer alm\u0131yorsa, TSMC sevkiyat\u0131 ask\u0131ya alacakt\u0131r.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">En son BIS listesine g\u00f6re 33 IC tasar\u0131m \u015firketi onayland\u0131 ve bu \u015firketler tan\u0131nm\u0131\u015f Bat\u0131l\u0131 yar\u0131 iletken \u015firketlerinden olu\u015fuyor.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Jibang Consulting'in son ara\u015ft\u0131rmas\u0131na g\u00f6re DeepSeek, DeepSeek-V3 ve DeepSeek-R1 gibi verimli yapay zeka modellerini piyasaya s\u00fcrd\u00fck\u00e7e, son m\u00fc\u015fteriler yapay zeka altyap\u0131s\u0131n\u0131n rasyonelli\u011fine daha fazla odaklanacak ve verimli yaz\u0131l\u0131m hesaplama modelleri lehine Gpus gibi donan\u0131mlara olan ba\u011f\u0131ml\u0131l\u0131klar\u0131n\u0131 azaltacak. Ayn\u0131 zamanda, CSPS'lerin maliyetleri d\u00fc\u015f\u00fcrmek i\u00e7in kendi ASIC altyap\u0131lar\u0131n\u0131n kullan\u0131m\u0131n\u0131 geni\u015fletmeleri de muhtemeldir. 2025'ten sonra YZ end\u00fcstrisinde GPU \u00e7iplerine olan talebin de\u011fi\u015fmesi ve \u00c7in'in YZ pazar\u0131n\u0131n uluslararas\u0131 durumdaki de\u011fi\u015fikliklere uyum sa\u011flamak, yerel veri merkezi in\u015faat\u0131n\u0131n ihtiya\u00e7lar\u0131n\u0131 kar\u015f\u0131lamak ve YZ uygulamalar\u0131n\u0131n \u00e7e\u015fitlendirilmesini ve ticarile\u015ftirilmesini te\u015fvik etmek i\u00e7in ba\u011f\u0131ms\u0131z YZ \u00e7iplerinin geli\u015ftirilmesine ve yaz\u0131l\u0131m optimizasyonuna odaklanmas\u0131 bekleniyor.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2.<strong><b>Reuters: OpenAI ilk tasar\u0131m\u0131n\u0131 tamamlayacak\u00a0<\/b><\/strong><strong><b>Bu y\u0131l seri \u00fcretim i\u00e7in kendi geli\u015ftirdi\u011fi yapay zeka \u00e7ipi\u00a0<\/b><\/strong><strong><b>gelecek y\u0131l<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Reuters'a konu\u015fan kaynaklar, ChatGPT geli\u015ftiricisinin \u00f6n\u00fcm\u00fczdeki aylarda ilk \u015firket i\u00e7i \u00e7ipinin tasar\u0131m\u0131n\u0131 tamamlayaca\u011f\u0131n\u0131 ve \u00fcretim i\u00e7in TSMC'ye g\u00f6ndermeyi planlad\u0131\u011f\u0131n\u0131 s\u00f6yledi. \u0130lk tasar\u0131m\u0131n \u00fcretim i\u00e7in bir gofret d\u00f6k\u00fcmhanesine g\u00f6nderilmesi s\u00fcrecine \"ak\u0131\u015f sayfas\u0131\" deniyor. OpenAI ve TSMC yorum yapmay\u0131 reddetti. Son haberler OpenAI'nin 2026 y\u0131l\u0131na kadar TSMC'de seri \u00fcretim hedefine ula\u015fma yolunda ilerledi\u011fini g\u00f6steriyor. OpenAI \u00fcretimi h\u0131zland\u0131rmak i\u00e7in daha fazla \u00f6deme yapmad\u0131\u011f\u0131 s\u00fcrece, tipik flamalar on milyonlarca dolara mal oluyor ve bitmi\u015f bir \u00e7ipin \u00fcretilmesi yakla\u015f\u0131k alt\u0131 ay s\u00fcr\u00fcyor.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Amerika Birle\u015fik Devletleri'ndeki OpenAI, kendi geli\u015ftirdi\u011fi yapay zeka \u00e7iplerinde a\u015fa\u011f\u0131daki i\u015fbirli\u011fine sahiptir:<\/span><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><span style=\"color: #000000;\">Broadcom ile i\u015fbirli\u011fi: \u00d6nde gelen bir k\u00fcresel yar\u0131 iletken \u015firketi olan Broadcom, \u00e7ip tasar\u0131m\u0131 konusunda zengin deneyime sahiptir. OpenAI, \u00e7\u0131kar\u0131m \u00e7iplerinin geli\u015ftirilmesine odaklanmak i\u00e7in birka\u00e7 ayd\u0131r Broadcom ile birlikte \u00e7al\u0131\u015f\u0131yor. Broadcom, OpenAI'nin \u00e7ip tasar\u0131m\u0131n\u0131 \u00fcretim ihtiya\u00e7lar\u0131na uyarlamas\u0131na yard\u0131mc\u0131 oldu ve \u00e7ipin tasar\u0131m \u00f6\u011felerini, b\u00fcy\u00fck \u00f6l\u00e7ekli yapay zeka sistemlerinde bir\u00e7ok \u00e7ipin birlikte \u00e7al\u0131\u015fmas\u0131 i\u00e7in kritik \u00f6neme sahip olan \u00e7ipler ve sistemler aras\u0131nda daha h\u0131zl\u0131 bilgi aktar\u0131m\u0131 i\u00e7in optimize etti.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><span style=\"color: #000000;\">TSMC ile \u00e7al\u0131\u015fmak: D\u00fcnyan\u0131n en b\u00fcy\u00fck yar\u0131 iletken d\u00f6k\u00fcmhanesi olan TSMC, OpenAI'nin \u00e7iplerini \u00fcretmesi i\u00e7in kilit bir ortakt\u0131r. OpenAI'nin kendi geli\u015ftirdi\u011fi ilk \u00e7ip, \u00f6zellikle Sora video uygulamalar\u0131 i\u00e7in in\u015fa edilen AI \u00e7ipini \u00fcretmek i\u00e7in TSMC'nin A16 s\u00fcreci ile \u00f6n sipari\u015f verildi. Broadcom arac\u0131l\u0131\u011f\u0131yla TSMC ile \u00fcretim yeteneklerini belirleyen OpenAI, ilk \u00f6zel \u00e7ipini 2026'da \u00fcretmeyi planl\u0131yor, ancak zaman \u00e7izelgesi de\u011fi\u015febilir.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><span style=\"color: #000000;\">AMD ile ortakl\u0131k: OpenAI, Microsoft'un Azure bulut hizmeti arac\u0131l\u0131\u011f\u0131yla AMD yongalar\u0131n\u0131 kullanmay\u0131 ve AMD'nin yeni MI300X yongas\u0131yla e\u011fitim ve \u00e7\u0131kar\u0131m i\u015f y\u00fcklerini \u00e7e\u015fitlendirerek Nvidia'ya olan ba\u011f\u0131ml\u0131l\u0131\u011f\u0131n\u0131 daha da azaltmay\u0131 planl\u0131yor.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">3. <strong><b>D\u00f6k\u00fcmhane b\u00fcy\u00fcmesi 2025'e kadar 20%'ye yava\u015fl\u0131yor; yapay zeka ve geli\u015fmi\u015f s\u00fcre\u00e7ler temel itici g\u00fc\u00e7ler olarak \u00f6ne \u00e7\u0131k\u0131yor<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Counterpoint Research'\u00fcn tahminine g\u00f6re, 2025 y\u0131l\u0131nda \u00e7ip d\u00f6k\u00fcmhanesinin b\u00fcy\u00fcme oran\u0131, esas olarak TSMC ve yapay zeka dalgas\u0131n\u0131 yakalayan daha k\u00fc\u00e7\u00fck rakiplerin \u00f6nc\u00fcl\u00fc\u011f\u00fcnde y\u00fczde 20'ye ula\u015fabilir. Tahmin, ge\u00e7en y\u0131la g\u00f6re b\u00fcy\u00fcmede hafif bir yava\u015flama oldu\u011funu g\u00f6steriyor. Analist evi, \u00e7ip end\u00fcstrisinin d\u00f6k\u00fcmhane segmentinin 2024'te y\u00fczde 22 b\u00fcy\u00fcd\u00fc\u011f\u00fcn\u00fc ve bunun b\u00fcy\u00fck \u00f6l\u00e7\u00fcde 2023'teki gerilemeden kaynaklanan bir toparlanmadan faydaland\u0131\u011f\u0131n\u0131 s\u00f6yledi.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Counterpoint analisti Adam Chang, EBusiness'\u0131n karde\u015f platformu EE Times'a konu\u015ftu: \"Genel d\u00f6k\u00fcmhane kullan\u0131m\u0131n\u0131n 2025 y\u0131l\u0131nda y\u00fczde 80 civar\u0131nda olmas\u0131n\u0131 ve geli\u015fmi\u015f d\u00fc\u011f\u00fcmlerin olgun d\u00fc\u011f\u00fcmlerden daha fazla kullan\u0131lmas\u0131n\u0131 bekliyoruz. \u00c7in'in yerelle\u015fme \u00e7abalar\u0131n\u0131n da etkisiyle, \u00fclkedeki olgun d\u00fc\u011f\u00fcm d\u00f6k\u00fcmhanelerinden gelen talebin \u00c7inli olmayan muadillerine g\u00f6re daha g\u00fc\u00e7l\u00fc olmas\u0131 bekleniyor.\"<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Chang ayr\u0131ca, TSMC'nin \u00fcst d\u00fczey ak\u0131ll\u0131 telefon talebinden ve hiper \u00f6l\u00e7ekli \u015firketlerin yapay zeka ile ilgili sipari\u015flerindeki art\u0131\u015ftan faydalanmaya devam etmesi nedeniyle geli\u015fmi\u015f d\u00fc\u011f\u00fcmlerin (5\/4 nm ve 3 nm) end\u00fcstri kullan\u0131m oran\u0131n\u0131n y\u00fczde 90'\u0131n \u00fczerinde kalmas\u0131n\u0131n beklendi\u011fini belirtti. Hiper \u00f6l\u00e7ek derken, Amazon, Microsoft ve Google gibi \u00e7ok \u00e7e\u015fitli bulut bili\u015fim ve veri hizmetleri sunan \u015firketleri kastediyoruz.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Counterpoint'in tahminlerine g\u00f6re, 2025'ten sonra d\u00f6k\u00fcm end\u00fcstrisinin istikrarl\u0131 b\u00fcy\u00fcmesini s\u00fcrd\u00fcrmesi, 2025'ten 2028'e kadar y\u0131ll\u0131k bile\u015fik b\u00fcy\u00fcme oran\u0131n\u0131n 13%-15%'ye yava\u015flamas\u0131 bekleniyor.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Rapora g\u00f6re, bu uzun vadeli b\u00fcy\u00fcme temel olarak 3 nm, 2 nm ve alt\u0131ndaki geli\u015fmi\u015f d\u00fc\u011f\u00fcm teknolojilerinin geli\u015ftirilmesinin yan\u0131 s\u0131ra CoWoS ve 3D entegrasyon gibi geli\u015fmi\u015f paketleme teknolojilerinin h\u0131zla benimsenmesinden kaynaklan\u0131yor. Bu teknolojik geli\u015fmeler, \u00f6zellikle y\u00fcksek performansl\u0131 bilgi i\u015flem ve yapay zeka uygulamalar\u0131na y\u00f6nelik artan talep nedeniyle \u00f6n\u00fcm\u00fczdeki \u00fc\u00e7 ila be\u015f y\u0131l i\u00e7inde sekt\u00f6rdeki b\u00fcy\u00fcmenin ana itici g\u00fc\u00e7leri olacak. Counterpoint, TSMC'nin sekt\u00f6r trendlerini \u015fekillendirmek i\u00e7in teknolojik g\u00fcc\u00fcn\u00fc kullanarak sekt\u00f6re liderlik etmeye devam edece\u011fine inan\u0131yor.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">TSMC k\u00fcresel fason \u00fcretim pazar\u0131n\u0131n y\u00fczde 60'\u0131ndan fazlas\u0131na sahipken onu Samsung ve Intel takip ediyor. TSMC'nin ge\u00e7en y\u0131l $29.8 milyar ABD dolar\u0131 olan sermaye harcamalar\u0131n\u0131n 2025 y\u0131l\u0131nda $38 milyar ABD dolar\u0131 ile $42 milyar ABD dolar\u0131 aras\u0131nda olmas\u0131 bekleniyor.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Bir end\u00fcstri grubu olan SEMI'nin tahminlerine g\u00f6re, \u00e7ip d\u00f6k\u00fcmhaneleri yar\u0131 iletken ekipman al\u0131mlar\u0131na hakim olmaya devam edecek. Gruba g\u00f6re, d\u00f6k\u00fcm end\u00fcstrisinin bu y\u0131l y\u0131ll\u0131k y\u00fczde 10,9 oran\u0131nda kapasite art\u0131rmas\u0131 ve 2024'te ayl\u0131k 11,3 milyon wafer'dan 2025'te rekor 12,6 milyon wafer'a y\u00fckselmesi bekleniyor.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">4. <strong><b>Smic'in 2024 geliri yakla\u015f\u0131k 30% artarak ilk kez $8 milyar ABD dolar\u0131n\u0131 a\u015ft\u0131 ve \u015firketin 2025 gelir beklentisi benzerlerinden daha iyi performans g\u00f6steriyor<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Smic, 11 \u015eubat'ta piyasa kapand\u0131ktan sonra 2024 y\u0131l\u0131n\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011fine ili\u015fkin denetlenmemi\u015f sonu\u00e7lar\u0131 a\u00e7\u0131klad\u0131.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Duyuru, SMIC'in 2024'\u00fcn d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011findeki sat\u0131\u015f gelirinin y\u0131ll\u0131k bazda y\u00fczde 31 ve \u00e7eyrek bazda y\u00fczde 1,7 art\u0131\u015fla yakla\u015f\u0131k 15,917 milyar yuan oldu\u011funu g\u00f6sterdi. Y\u0131l\u0131n tamam\u0131nda ise SMIC'in sat\u0131\u015f geliri 2024'te 57,796 milyar yuan ($8,03 milyar) olarak ger\u00e7ekle\u015ferek 2023'e k\u0131yasla y\u00fczde 27,7 artt\u0131 ve SMIC'in y\u0131ll\u0131k geliri ilk kez $8 milyar\u0131 a\u015ft\u0131.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2024 y\u0131l\u0131nda SMIC'in ortalama kapasite kullan\u0131m oran\u0131 y\u00fczde 85,6 idi. Ancak, SMIC e\u015f CEO'su Zhao Haijun'un daha \u00f6nce bekledi\u011fi gibi, 2024 y\u0131l\u0131n\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011findeki yeni kapasite ve ilgili kapasitenin do\u011frulanmas\u0131 i\u00e7in gereken s\u00fcre nedeniyle, kapasite kullan\u0131m oran\u0131 ve sevkiyat hacmi bu \u00e7eyrekte etkilendi.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Duyuru, 2024 y\u0131l\u0131n\u0131n \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011finin sonundan itibaren ayl\u0131k \u00fcretim kapasitesinin 8 in\u00e7 standart mant\u0131\u011fa e\u015fde\u011fer 884.200 adet oldu\u011funu ve 2024 y\u0131l\u0131n\u0131n d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011finin sonuna kadar 947.600 adede y\u00fckseldi\u011fini g\u00f6steriyor.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Kapasite kullan\u0131m\u0131 3. \u00e7eyrekteki 90,4%'den 4. \u00e7eyrekte 85,5%'ye geriledi; 4. \u00e7eyrekte 8 in\u00e7 standart mant\u0131\u011fa e\u015fde\u011fer 1,99 milyon wafer sat\u0131ld\u0131 ve bir \u00f6nceki \u00e7eyre\u011fe g\u00f6re yakla\u015f\u0131k 6,1% azald\u0131<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Yeni fabrika a\u00e7\u0131l\u0131\u015f\u0131n\u0131n bir sonucu olarak, SMIC'in 2024'\u00fcn d\u00f6rd\u00fcnc\u00fc \u00e7eyre\u011findeki sermaye harcamalar\u0131, \u00fc\u00e7\u00fcnc\u00fc \u00e7eyre\u011fe g\u00f6re yakla\u015f\u0131k $480 milyon ABD dolar\u0131 art\u0131\u015fla $1,66 milyar ABD dolar\u0131 olarak ger\u00e7ekle\u015fti. 2024 y\u0131l\u0131n\u0131n tamam\u0131 i\u00e7in SMIC'in sermaye harcamalar\u0131 yakla\u015f\u0131k $7,33 milyar ABD dolar\u0131 olarak ger\u00e7ekle\u015fmi\u015ftir.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Buna kar\u015f\u0131l\u0131k gelen sermaye amortisman\u0131 ve itfa paylar\u0131 da artm\u0131\u015ft\u0131r. 2024 y\u0131l\u0131 4. \u00e7eyrek amortisman ve itfa paylar\u0131 y\u00fczde 2,2 art\u0131\u015fla $849 milyon ABD dolar\u0131 olarak ger\u00e7ekle\u015fmi\u015ftir. Amortisman ve itfa paylar\u0131 2024 y\u0131l\u0131n\u0131n tamam\u0131 i\u00e7in bir \u00f6nceki y\u0131la g\u00f6re y\u00fczde 21,3 oran\u0131nda artm\u0131\u015ft\u0131r.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Gelir taraf\u0131nda, b\u00f6lge baz\u0131nda, \u00c7in pazar\u0131n\u0131n SMIC i\u00e7in \u00f6nemi daha da artm\u0131\u015ft\u0131r. \u00c7in'in 2024'\u00fcn 4. \u00e7eyre\u011findeki gelir pay\u0131, 3. \u00e7eyrekteki 86,4%'den 89,1%'ye y\u00fckseldi. \u00d6te yandan, Amerika Birle\u015fik Devletleri ve Avrasya'n\u0131n pazar pay\u0131 azald\u0131.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">22\/28nm, 40nm s\u00fcreci daha az etkilenirken, 55nm ve \u00fczeri s\u00fcre\u00e7 nispeten \u00f6nemlidir. \u00c7ip tasar\u0131m end\u00fcstrisinin s\u00fcre\u00e7 olgunlu\u011fu, kapasite tedarik istikrar\u0131 vb. gereksinimleri nedeniyle, daha b\u00fcy\u00fck fabrikalar sipari\u015f al\u0131m\u0131nda \u00f6nemli avantajlara sahiptir.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Analiz, yapay zekan\u0131n 2025 y\u0131l\u0131nda gofret d\u00f6k\u00fcmhanesi talebi i\u00e7in \u00f6nemli bir \u00e7ekici fakt\u00f6r haline gelece\u011fine inan\u0131yor.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">5. <b><\/b><strong><b>DeepSeek ekrana \u00e7\u0131kt\u0131, \u00c7in'in b\u00fcy\u00fck modeli deniza\u015f\u0131r\u0131 yapay zeka g\u00f6l\u00fcn\u00fc kar\u0131\u015ft\u0131rd\u0131<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Kamuya a\u00e7\u0131k bilgilere g\u00f6re, \u00c7inli bir yapay zeka giri\u015fimi olan DeepSeek, May\u0131s 2023'te kuruldu ve b\u00fcy\u00fck bir model giri\u015fimidir. Kurulu\u015fundan sadece yar\u0131m y\u0131l sonra DeepSeek, \u00fccretsiz ticari, tamamen a\u00e7\u0131k kaynakl\u0131 b\u00fcy\u00fck bir kod modeli olan DeepSeek Coder'\u0131 piyasaya s\u00fcrd\u00fc. May\u0131s 2024'te \u015firket, \u00e7\u0131kar\u0131m maliyetini neredeyse y\u00fcz kat azaltan a\u00e7\u0131k kaynakl\u0131 bir model olan DeepSeek V2'nin piyasaya s\u00fcr\u00fclmesiyle ad\u0131ndan s\u00f6z ettirdi.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">27 Aral\u0131k 2024 tarihinde DeepSeek, a\u00e7\u0131k kaynak modeli DeepSeek V3'\u00fc piyasaya s\u00fcrd\u00fc.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">O d\u00f6nemde DeepSeek-V3, yabanc\u0131 b\u00fcy\u00fck model s\u0131ralama arenas\u0131nda t\u00fcm modeller aras\u0131nda yedinci, a\u00e7\u0131k kaynak modeller aras\u0131nda ise birinci s\u0131rada yer al\u0131yordu. Ayr\u0131ca, DeepSeek-V3 k\u00fcresel ilk 10 aras\u0131nda en uygun maliyetli modeldi.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">20 Ocak 2025'te DeepSeek, R1 \u00e7\u0131kar\u0131m modelinin kayna\u011f\u0131n\u0131 resmi olarak a\u00e7t\u0131. Performans hizalamas\u0131 DeepSeek-R1'in resmi versiyonu olan OpenAI-o1, e\u011fitim sonras\u0131 a\u015famada b\u00fcy\u00fck \u00f6l\u00e7ekte takviye \u00f6\u011frenme teknolojisini kullan\u0131r ve bu da \u00e7ok az etiketli veri olmas\u0131 durumunda modelin muhakeme yetene\u011fini b\u00fcy\u00fck \u00f6l\u00e7\u00fcde geli\u015ftirir. Matematik, kod, do\u011fal dil muhakemesi ve di\u011fer g\u00f6revlerde performans OpenAI o1 ile kar\u015f\u0131la\u015ft\u0131r\u0131labilir d\u00fczeydedir.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">DeepSeek'in R1 s\u00fcr\u00fcm\u00fcn\u00fcn, \u015fimdiye kadar end\u00fcstriyel ara\u015ft\u0131rman\u0131n \u00f6nemli bir alan\u0131 olan, ancak ufuk a\u00e7\u0131c\u0131 bir makaleden yoksun olan \u00e7\u0131kar\u0131m modelleme ara\u015ft\u0131rmalar\u0131nda \u00f6nemli bir d\u00f6n\u00fcm noktas\u0131na i\u015faret etti\u011fine inan\u0131l\u0131yor. AlphaGo'nun say\u0131s\u0131z Go oyunu oynamak ve stratejisini kazanmak i\u00e7in optimize etmek i\u00e7in peki\u015ftirmeli \u00f6\u011frenmeyi kullanmas\u0131 gibi, DeepSeek de yeteneklerini art\u0131rmak i\u00e7in ayn\u0131 yakla\u015f\u0131m\u0131 kullan\u0131yor, bu nedenle 2025 peki\u015ftirmeli \u00f6\u011frenmenin ilk y\u0131l\u0131 olabilir.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">DeepSeek R1 benchmark 24 Ocak'ta Arena'da b\u00fcy\u00fck modeller genel kategorisinde \u00fc\u00e7\u00fcnc\u00fc s\u0131raya y\u00fckseldi ve StyleCtrl kategorisinde OpenAI o1 ile birincilik i\u00e7in berabere kald\u0131. Arena puan\u0131 1357 puana ula\u015farak OpenAI o1'in 1352 puan\u0131n\u0131 biraz geride b\u0131rakt\u0131.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">DeepSeek-V3, 671 milyar parametreli modelin e\u011fitimini yaln\u0131zca 2.048 H800 Gpus kullanarak, di\u011fer en iyi modellerin e\u011fitim maliyetinden \u00e7ok daha d\u00fc\u015f\u00fck bir maliyetle, yaln\u0131zca $5,576 milyon maliyetle tamamlad\u0131.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Bir referans noktas\u0131 olarak, Stanford \u00dcniversitesi ve Epoch AI'daki ara\u015ft\u0131rmac\u0131lar ge\u00e7en y\u0131l\u0131n ortas\u0131nda, en b\u00fcy\u00fck modellerin 2027 y\u0131l\u0131na kadar e\u011fitilmesinin $1 milyardan fazlaya mal olaca\u011f\u0131n\u0131 \u00f6ne s\u00fcren bir \u00e7al\u0131\u015fma yay\u0131nlad\u0131. Buna ek olarak, \u00fc\u00e7\u00fcnc\u00fc taraf ara\u015ft\u0131rma \u015firketi Gartner, Google, Microsoft ve AWS gibi hiper \u00f6l\u00e7ekli \u015firketlerin 2028 y\u0131l\u0131na kadar yaln\u0131zca yapay zeka sunucular\u0131 i\u00e7in $500 milyar kadar harcama yapaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Bu nedenle, bir\u00e7ok \u015firket DeepSeek'in d\u00fc\u015f\u00fck maliyetinin, b\u00fcy\u00fck modellerde bilgi i\u015flem g\u00fcc\u00fc yat\u0131r\u0131m\u0131 talebinin e\u011fitimden yanal muhakemeye kayabilece\u011fi, yani muhakeme bilgi i\u015flem g\u00fcc\u00fc talebinin gelecekte ana itici g\u00fc\u00e7 haline gelece\u011fi anlam\u0131na geldi\u011fine inanmaktad\u0131r. Nvidia gibi donan\u0131m sat\u0131c\u0131lar\u0131n\u0131n geleneksel avantajlar\u0131 daha \u00e7ok e\u011fitim taraf\u0131nda yo\u011funla\u015f\u0131yor ve bu da pazar konumlar\u0131 ve stratejik d\u00fczenleri \u00fczerinde bir etkiye sahip olabilir.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Meta'n\u0131n ba\u015f yapay zeka bilimcisi Yann Lecun, DeepSeek-R1'in piyasaya s\u00fcr\u00fclmesinin \u00c7inli \u015firketlerin yapay zeka alan\u0131nda ABD'li \u015firketleri geride b\u0131rakt\u0131\u011f\u0131 anlam\u0131na gelmedi\u011fini, daha ziyade a\u00e7\u0131k kaynakl\u0131 b\u00fcy\u00fck modellerin kapal\u0131 kaynaklar\u0131 geride b\u0131rakt\u0131\u011f\u0131 anlam\u0131na geldi\u011fini belirtti.<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>TSMC arz\u0131 kesti, 16 ve 14nm ve alt\u0131ndaki s\u00fcre\u00e7ler kesinlikle s\u0131n\u0131rl\u0131<\/p>","protected":false},"author":4,"featured_media":2754,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[36],"tags":[298,307,286],"acf":[],"_links":{"self":[{"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/posts\/2753"}],"collection":[{"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/comments?post=2753"}],"version-history":[{"count":0,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/posts\/2753\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/media\/2754"}],"wp:attachment":[{"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/media?parent=2753"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/categories?post=2753"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/tags?post=2753"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}