{"id":2961,"date":"2025-09-30T10:48:00","date_gmt":"2025-09-30T02:48:00","guid":{"rendered":"https:\/\/www.siproin-ic.com\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91aug-2025-copy\/"},"modified":"2025-10-10T11:02:14","modified_gmt":"2025-10-10T03:02:14","slug":"%e3%80%90monthly-semiconductor-industry-news%e3%80%91sep-2025","status":"publish","type":"post","link":"https:\/\/www.siproin-ic.com\/tr\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91sep-2025\/","title":{"rendered":"\u3010Ayl\u0131k Yar\u0131 \u0130letken End\u00fcstrisi Haberleri\u3011 Eyl\u00fcl 2025"},"content":{"rendered":"

1.\u00a0Synopsys Copilot ile \u00c7ip Tasar\u0131m\u0131 i\u00e7in GenAI'yi Geni\u015fletiyor (2 Eyl\u00fcl)<\/strong><\/h3>\n
Synopsys, \u00fcr\u00fcnlerinde \u00f6nemli g\u00fcncellemeler yapt\u0131\u011f\u0131n\u0131 duyurdu\u00a0Synopsys.ai Copilot<\/strong>\u00fcretken yapay zekay\u0131 \u00e7ip tasar\u0131m i\u015f ak\u0131\u015f\u0131na entegre ediyor. Erken eri\u015fim sonu\u00e7lar\u0131\u00a035% \u00fcretkenlik kazan\u0131mlar\u0131<\/strong>\u00a0gen\u00e7 m\u00fchendisler i\u00e7in ve\u00a010x-20x daha h\u0131zl\u0131 komut dosyas\u0131 olu\u015fturma<\/strong>. Ara\u00e7 art\u0131k otomatik RTL ve formal assertion \u00fcretimini destekleyerek kritik tasar\u0131m ve do\u011frulama g\u00f6revlerini saatlerden dakikalara indiriyor\u00a0Synopsys<\/span>.<\/div>\n

2.\u00a0Wolfspeed Seri \u00dcretim i\u00e7in 200mm SiC Malzemelerini Piyasaya S\u00fcr\u00fcyor (11 Eyl\u00fcl)<\/strong><\/h3>\n
Wolfspeed, \u00fcr\u00fcn\u00fcn\u00fcn ticari kullan\u0131labilirli\u011fini duyurdu\u00a0200 mm silisyum karb\u00fcr (SiC) malzemeler<\/strong>Elektrikli ara\u00e7lar (EV'ler) ve enerji altyap\u0131s\u0131 i\u00e7in geni\u015f bant aral\u0131kl\u0131 yar\u0131 iletkenlerin b\u00fcy\u00fck \u00f6l\u00e7ekte benimsenmesini sa\u011fl\u0131yor. Bu hamle, Wolfspeed'in SiC teknolojisindeki lider konumunu sa\u011flamla\u015ft\u0131r\u0131yor ve yeni geni\u015fletilmi\u015f 200mm \u00fcretim kapasitesinden yararlan\u0131yor.<\/div>\n

3.\u00a0ABD, Aralar\u0131nda 13 Yar\u0131 \u0130letken Firmas\u0131n\u0131n da Bulundu\u011fu 23 \u00c7inli \u015eirketi Varl\u0131k Listesine Ekledi (12 Eyl\u00fcl)<\/strong><\/h3>\n
ABD Ticaret Bakanl\u0131\u011f\u0131\u00a013 \u00c7inli yar\u0131 iletken \u015firketi<\/strong>\u00a0(\u00f6rne\u011fin Hygon) T\u00fczel Ki\u015fi Listesinde yer alarak ABD EDA ara\u00e7lar\u0131na ve \u00fcretim ekipmanlar\u0131na eri\u015fimlerini k\u0131s\u0131tlamaktad\u0131r. Bu durum, ileri d\u00fczey yonga tasar\u0131m\u0131n\u0131 (\u00f6r. 7nm) etkilemekte ve Hua Da \u4e5d\u5929'\u0131n Argus DRC ara\u00e7lar\u0131 gibi yerli alternatiflere ge\u00e7i\u015fi zorlamaktad\u0131r.\u00a07nm kurallar\u0131n\u0131n 60%'si<\/strong>\u00a0.<\/div>\n

4.\u00a0ASML'nin Y\u00fcksek NA EUV Sipari\u015fleri \u0130ki Kat\u0131na \u00c7\u0131kt\u0131 (25 Eyl\u00fcl)<\/strong><\/h3>\n
Intel, ASML i\u00e7in sipari\u015fini iki kat\u0131na \u00e7\u0131kard\u0131\u00a0Y\u00fcksek NA EUV litografi sistemleri<\/strong>\u00a0hedefleyerek iki birime\u00a014A i\u015flem d\u00fc\u011f\u00fcm\u00fc<\/strong>\u00a0(2028 i\u00e7in planlanm\u0131\u015ft\u0131r). Bu hamle, Intel'in geli\u015fmi\u015f \u00fcretimde liderli\u011fi yeniden ele ge\u00e7irme \u00e7abas\u0131n\u0131n alt\u0131n\u0131 \u00e7iziyor, ancak EUV'de ustala\u015fma ve d\u0131\u015f m\u00fc\u015fterileri g\u00fcvence alt\u0131na alma konusunda zorluklar devam ediyor.<\/div>\n

5.\u00a0TSMC'nin 3nm ve 5nm Kapasitesi 100% Kullan\u0131m\u0131na Yakla\u015ft\u0131 (27 Eyl\u00fcl)<\/strong><\/h3>\n
TSMC \u015funlar\u0131 bildirdi\u00a0tam kapasi\u0307te rezervasyonlar<\/strong>\u00a0Apple, NVIDIA ve AMD'den gelen talep do\u011frultusunda 3nm ve 5nm d\u00fc\u011f\u00fcmleri i\u00e7in 2026'n\u0131n ba\u015f\u0131na kadar. NVIDIA'n\u0131n Rubin GPU'sunda ve AMD'nin MI355X'inde kullan\u0131lan 3nm s\u00fcreci \u00f6nemli bir gelir kayna\u011f\u0131 olurken, geli\u015fmi\u015f paketleme (\u00f6rn. CoWoS) yapay zeka \u00e7ipi talebini kar\u015f\u0131lamak i\u00e7in geni\u015fliyor.<\/div>\n

6.\u00a0Samsung TSMC'ye Meydan Okumak \u0130\u00e7in 2nm Gofret Fiyatlar\u0131n\u0131 33% D\u00fc\u015f\u00fcrd\u00fc (29 Eyl\u00fcl)<\/strong><\/h3>\n
Samsung, NVIDIA ve Qualcomm gibi m\u00fc\u015fterileri \u00e7ekmek amac\u0131yla TSMC'nin $30.000'inden 33% daha ucuz olan **2nm wafer'lar\u0131 birim ba\u015f\u0131na $20.000'den** sunmaya ba\u015flad\u0131. \u015eirket, yaln\u0131zca kendi mobil i\u015flemcileri i\u00e7in d\u00fc\u011f\u00fcm\u00fc kulland\u0131ktan sonra m\u00fc\u015fteri taban\u0131n\u0131 \u00e7e\u015fitlendirmeyi ve \u826f\u7387 geli\u015ftirmeyi hedefliyor.<\/div>\n

7.\u00a0AMD Be\u015finci Nesil EPYC \u0130\u015flemcilerini Alibaba Bulut Zirvesi'nde Tan\u0131tt\u0131 (24-26 Eyl\u00fcl)<\/strong><\/h3>\n
AMD'nin piyasaya s\u00fcrd\u00fc\u011f\u00fc\u00a0EPYC Turin i\u015flemciler<\/strong>\u00a0(3nm\/4nm hibrit s\u00fcre\u00e7) ile Alibaba Bulut Zirvesi'nde bir araya geldi.\u00a0Zen 5 mimarisi<\/strong>\u00a017% daha y\u00fcksek IPC ve yerel AVX512 deste\u011fi ile. Yapay zeka i\u015f y\u00fcklerini ve bulut bili\u015fimi hedefleyen yongalar, AMD'nin \u00fcretken yapay zeka i\u00e7in ROCm yaz\u0131l\u0131m ekosistemini tamaml\u0131yor.<\/div>\n

8.\u00a0G\u00fcney Kore'nin Yar\u0131 \u0130letken \u0130hracat\u0131 Eyl\u00fcl Ay\u0131nda $16,61 Milyar Dolarla Rekor K\u0131rd\u0131 (30 Eyl\u00fcl)<\/strong><\/h3>\n
G\u00fcney Kore'nin yar\u0131 iletken ihracat\u0131 artt\u0131\u00a022% Y\u0131ll\u0131k<\/strong>\u00a0HBM ve DDR5 talebinin etkisiyle $16.61B'ye ula\u015ft\u0131. \u00dclkenin toplam ihracat\u0131 ise\u00a03,5 y\u0131l\u0131n en y\u00fcksek seviyesi<\/strong>\u00a0$65.95B'a ula\u015fm\u0131\u015f olup, yar\u0131 iletkenler ve elektrikli ara\u00e7lar b\u00fcy\u00fcmenin temel itici g\u00fc\u00e7leridir.<\/div>\n

9.\u00a0Avrupa Rekabet G\u00fcc\u00fcn\u00fc Art\u0131rmak i\u00e7in Yar\u0131 \u0130letken Koalisyonu Kuruyor (30 Eyl\u00fcl)<\/strong><\/h3>\n
Bu\u00a0Avrupa Yar\u0131 \u0130letken Koalisyonu<\/strong>\u00a0(70'den fazla \u015firket taraf\u0131ndan desteklenen) b\u00f6lgesel Ar-Ge ve \u00fcretimi geli\u015ftirmek i\u00e7in revize edilmi\u015f bir AB \u00c7ip Yasas\u0131 \u00e7a\u011fr\u0131s\u0131nda bulundu. Giri\u015fim, politikay\u0131 pazar ihtiya\u00e7lar\u0131yla uyumlu hale getirmeyi ve Avrupa'n\u0131n geli\u015fmi\u015f paketleme ve s\u00fcrd\u00fcr\u00fclebilir yar\u0131 iletken \u00fcretimindeki konumunu g\u00fcvence alt\u0131na almay\u0131 ama\u00e7l\u0131yor.<\/div>\n

10.\u00a0GaN Teknolojisi Yeni Ortakl\u0131klar ve \u00dcr\u00fcnlerle \u0130lerliyor (23-30 Eyl\u00fcl)<\/strong><\/h3>\n
    \n
  • ROHM 2'si 1 arada SiC mod\u00fcl\u00fcn\u00fc piyasaya s\u00fcrd\u00fc<\/strong>\u00a0(\"DOT-247\") y\u00fcksek g\u00fc\u00e7l\u00fc uygulamalar i\u00e7in\u00a0daha y\u00fcksek g\u00fc\u00e7 yo\u011funlu\u011fu<\/strong>\u00a0ve tasar\u0131m esnekli\u011fi.<\/li>\n
  • Nexchip, Union Electronics ve Innoscience<\/strong>\u00a0geli\u015ftirmek i\u00e7in ortakl\u0131k\u00a0ak\u0131ll\u0131 entegre GaN \u00e7\u00f6z\u00fcmleri<\/strong>\u00a0EV'ler i\u00e7in geli\u015ftirilmi\u015f sistem verimlili\u011fi ve maliyet azaltma hedefleniyor.<\/li>\n
  • GaNext<\/strong>\u00a0ilk \u00e7\u0131k\u0131\u015f\u0131n\u0131 yapt\u0131\u00a0Gen3 GaN platformu<\/strong>\u00a0PCIM Asia'da bir\u00a09m\u03a9 650V FET<\/strong>\u00a0(d\u00fcnyan\u0131n en d\u00fc\u015f\u00fck Rds(on)) elektrikli ara\u00e7 \u015farj\u0131 ve enerji depolamas\u0131 i\u00e7in.<\/li>\n<\/ul>\n

    11.\u00a0E&R Engineering Kuzey Amerika'daki Varl\u0131\u011f\u0131n\u0131 Geni\u015fletiyor (24 Eyl\u00fcl)<\/strong><\/h3>\n
    Tayvan merkezli E&R Engineering, ABD'de Arizona'da bir yan kurulu\u015f kurdu.\u00a0lazer ve plazma eki\u0307pmanlari<\/strong>\u00a0Kuzey Amerikal\u0131 m\u00fc\u015fterilerden gelen talep. \u015eirket, 2026 y\u0131l\u0131na kadar Phoenix ve Portland'da EV ve yapay zeka yonga \u00fcreticilerini hedefleyen demo laboratuvarlar\u0131 a\u00e7may\u0131 planl\u0131yor.<\/div>\n

    12.\u00a0Intel'in Panther Lake \u0130\u015flemcisi Seri \u00dcretime Girecek (24 Eyl\u00fcl)<\/strong><\/h3>\n
    Intel duyurdu\u00a0hacimli \u00fcretim<\/strong>\u00a0Panther Lake CPU'lar\u0131n\u0131n\u00a0Intel 18A s\u00fcreci<\/strong>ilk 20A s\u0131n\u0131f\u0131 d\u00fc\u011f\u00fcm\u00fc. \u00c7ipler, RibbonFET ve PowerVia teknolojilerinden yararlanarak yeni nesil istemci ve sunucu \u00fcr\u00fcnlerine g\u00fc\u00e7 sa\u011flayacak.<\/div>\n

    13.\u00a0ABD-\u00c7in Teknoloji Gerginli\u011fi S\u00fcr\u00fcyor (3 Eyl\u00fcl)<\/strong><\/h3>\n
    NVIDIA'n\u0131n H20 ihracat lisans\u0131n\u0131n onayland\u0131\u011f\u0131na dair daha \u00f6nceki haberlere ra\u011fmen, ABD Sanayi ve G\u00fcvenlik B\u00fcrosu (BIS) i\u015flemleri erteledi\u00a0binlerce ihracat lisans\u0131<\/strong>\u00c7in'e H20 \u00e7ipleri de dahil olmak \u00fczere. Bu etkiler\u00a0$10B+ sipari\u015flerde<\/strong> ve yapay zeka altyap\u0131 projeleri i\u00e7in belirsizli\u011fi art\u0131rmaktad\u0131r.<\/div>","protected":false},"excerpt":{"rendered":"

    Despite earlier reports of NVIDIA\u2019s H20 export license approval, the U.S. Bureau of Industry and Security (BIS) delayed processing\u00a0thousands of export licenses, including H20 chips to China. This impacts\u00a0$10B+ in orders and raises uncertainty for AI infrastructure projects.<\/p>","protected":false},"author":8,"featured_media":2962,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[36],"tags":[317,282],"acf":[],"_links":{"self":[{"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/posts\/2961"}],"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\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/comments?post=2961"}],"version-history":[{"count":0,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/posts\/2961\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/media\/2962"}],"wp:attachment":[{"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/media?parent=2961"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/categories?post=2961"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/tags?post=2961"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}