{"id":2963,"date":"2025-10-10T11:04:03","date_gmt":"2025-10-10T03:04:03","guid":{"rendered":"https:\/\/www.siproin-ic.com\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91sep-2025-copy\/"},"modified":"2025-10-10T11:06:38","modified_gmt":"2025-10-10T03:06:38","slug":"%e3%80%90monthly-semiconductor-industry-news%e3%80%91oct-2025","status":"publish","type":"post","link":"https:\/\/www.siproin-ic.com\/tr\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91oct-2025\/","title":{"rendered":"\u3010Ayl\u0131k Yar\u0131 \u0130letken End\u00fcstrisi Haberleri\u3011 Ekim 2025"},"content":{"rendered":"<ol start=\"1\">\n<li>\n<p class=\"ds-markdown-paragraph\"><strong>ABD'nin \u00c7in'e Y\u00f6nelik Yar\u0131 \u0130letken \u0130hracat Kontrollerinin Artt\u0131r\u0131lmas\u0131:<\/strong>\u00a0Ekim ay\u0131 ba\u015f\u0131nda ABD Sanayi ve G\u00fcvenlik B\u00fcrosu, \u00c7in'in N+2 ve daha ileri s\u00fcre\u00e7 teknolojilerindeki ilerlemesini yava\u015flatmak amac\u0131yla, \u00c7in'e geli\u015fmi\u015f d\u00fc\u011f\u00fcm yongalar\u0131 \u00fcretmek i\u00e7in kullan\u0131lan belirli \u00fcretim ekipmanlar\u0131n\u0131n ve EDA yaz\u0131l\u0131mlar\u0131n\u0131n ihracat\u0131na y\u00f6nelik yeni k\u0131s\u0131tlamalar getirdi\u011fini duyurdu.<\/p>\n<\/li>\n<li>\n<p class=\"ds-markdown-paragraph\"><strong>ASML \u0130lk Yeni Nesil Y\u00fcksek NA EUV Litografi Makinesini Teslim Etti:<\/strong>\u00a0ASML, \u00f6nde gelen bir m\u00fc\u015fterisine ilk Twinscan EXE: 5200 litografi sistemini resmi olarak teslim etti. Bu Y\u00fcksek Say\u0131sal A\u00e7\u0131kl\u0131kl\u0131 EUV arac\u0131, gelecekteki 1nm ve 1nm alt\u0131 \u00e7ip s\u00fcre\u00e7lerine ula\u015fmak i\u00e7in kritik \u00f6neme sahip.<\/p>\n<\/li>\n<li>\n<p class=\"ds-markdown-paragraph\"><strong>Intel, Intel 18A Test \u00c7ipinin Ba\u015far\u0131l\u0131 Bir \u015eekilde Banttan \u00c7\u0131kar\u0131ld\u0131\u011f\u0131n\u0131 Duyurdu:<\/strong>\u00a0Intel, teknoloji liderli\u011fini yeniden kazanman\u0131n anahtar\u0131 olan Intel 18A (kabaca 1.8nm e\u015fde\u011feri) i\u015flem d\u00fc\u011f\u00fcm\u00fcn\u00fcn, 2026'n\u0131n ba\u015flar\u0131nda seri \u00fcretime ge\u00e7mesi beklenen b\u00fcy\u00fck bir m\u00fc\u015fteri i\u00e7in test yongalar\u0131n\u0131 ba\u015far\u0131yla bantlad\u0131\u011f\u0131n\u0131 duyurdu.<\/p>\n<\/li>\n<li>\n<p class=\"ds-markdown-paragraph\"><strong>K\u00fcresel Yar\u0131 \u0130letken Ekipman Harcamalar\u0131n\u0131n Yeni Bir Rekor K\u0131rmas\u0131 Bekleniyor:<\/strong>\u00a0SEMI, en son \u00fc\u00e7 ayl\u0131k tahmininde, makroekonomik belirsizliklere ra\u011fmen, yapay zeka, HPC ve otomotiv \u00e7iplerine olan talebin etkisiyle, toplam k\u00fcresel fabrika ekipman\u0131 yat\u0131r\u0131m\u0131n\u0131n 2025 y\u0131l\u0131nda $120 milyar\u0131 a\u015fmas\u0131n\u0131n beklendi\u011fini ve bunun bir \u00f6nceki y\u0131la g\u00f6re 9% art\u0131\u015f anlam\u0131na geldi\u011fini belirtti.<\/p>\n<\/li>\n<li>\n<p class=\"ds-markdown-paragraph\"><strong>SK Hynix Yeni Nesil HBM4 i\u00e7in Temel Yongalar\u0131 \u00d6rneklemeye Ba\u015flad\u0131:<\/strong>\u00a0SK Hynix, yeni nesil HBM4 bellek i\u00e7in temel yongalar\u0131n \u00f6rneklerini \u00fcretmeye ba\u015flad\u0131. 2026'da piyasaya s\u00fcr\u00fclmesi beklenen HBM4, istifleme, bant geni\u015fli\u011fi ve mant\u0131k \u00e7ekirdeklerinin entegrasyonunda \u00f6nemli yenilikler i\u00e7erecek.<\/p>\n<\/li>\n<li>\n<p class=\"ds-markdown-paragraph\"><strong>TSMC'nin \u0130kinci Japonya Fabrikas\u0131 \u0130n\u015faat\u0131 Resmen Ba\u015flad\u0131:<\/strong>\u00a0TSMC, Sony, Denso ve di\u011fer Japon firmalar\u0131 aras\u0131nda bir ortak giri\u015fim olan JASM, Kumamoto'daki ikinci yonga plakas\u0131 fabrikas\u0131n\u0131n in\u015faat\u0131na ba\u015flad\u0131. 6\/7nm ve 12\/16nm s\u00fcre\u00e7lerine odaklanan fabrikan\u0131n, Japonya'n\u0131n otomotiv ve t\u00fcketici elektroni\u011fi sekt\u00f6rlerinden gelen g\u00fc\u00e7l\u00fc talebi kar\u015f\u0131lamak \u00fczere 2027 y\u0131l\u0131nda \u00fcretime ba\u015flamas\u0131 planlan\u0131yor.<\/p>\n<\/li>\n<li>\n<p class=\"ds-markdown-paragraph\"><strong>AB \u00c7ip Yasas\u0131 Kapsam\u0131ndaki \u0130lk B\u00fcy\u00fck Finansman Onayland\u0131:<\/strong>\u00a0Avrupa Komisyonu, Almanya, Fransa, \u0130talya ve Polonya'da Ar-Ge'den b\u00fcy\u00fck \u00f6l\u00e7ekli \u00fcretime kadar yar\u0131 iletken de\u011fer zincirleri olu\u015fturmak i\u00e7in toplam 22 milyar Euro'yu a\u015fan yard\u0131mla Avrupa \u00c7ip Yasas\u0131 kapsam\u0131ndaki ilk B\u00fcy\u00fck Projeyi onaylad\u0131.<\/p>\n<\/li>\n<li>\n<p class=\"ds-markdown-paragraph\"><strong>Yapay Zeka Bilgisayar \u00c7iplerinde Fiyat Sava\u015flar\u0131 Ba\u015fl\u0131yor:<\/strong>\u00a0B\u00fcy\u00fcyen yapay zeka bilgisayar pazar\u0131nda rekabet edebilmek i\u00e7in Qualcomm, Intel ve AMD taraf\u0131ndan Ekim ay\u0131nda piyasaya s\u00fcr\u00fclen yeni nesil yapay zeka bilgisayar i\u015flemcileri, performans iyile\u015ftirmelerini s\u00fcrd\u00fcr\u00fcrken giderek daha rekabet\u00e7i fiyatlar sunarak bu segmentteki rekabetin yo\u011funla\u015ft\u0131\u011f\u0131na i\u015faret ediyor.<\/p>\n<\/li>\n<li>\n<p class=\"ds-markdown-paragraph\"><strong>\u00c7in'in Devam Eden Olgun Proses Kapasite Art\u0131\u015f\u0131 K\u00fcresel Dikkat \u00c7ekiyor:<\/strong>\u00a0Bir TrendForce raporu, \u00c7in'in 28nm ve daha eski olgun s\u00fcre\u00e7ler i\u00e7in k\u00fcresel kapasitedeki pay\u0131n\u0131n artmaya devam etti\u011fini ve 2025 y\u0131l\u0131 sonunda yakla\u015f\u0131k 35%'ye ula\u015fmas\u0131n\u0131n \u00f6ng\u00f6r\u00fcld\u00fc\u011f\u00fcn\u00fc ve di\u011fer b\u00f6lgelerdeki \u00fcreticiler aras\u0131nda potansiyel arz fazlas\u0131 ve fiyat rekabeti konusunda endi\u015felere yol a\u00e7t\u0131\u011f\u0131n\u0131 g\u00f6steriyor.<\/p>\n<\/li>\n<li>\n<p class=\"ds-markdown-paragraph\"><strong>Yar\u0131 \u0130letken Malzeme \u0130novasyonunda \u00c7\u0131\u011f\u0131r A\u00e7an Geli\u015fmeler:<\/strong>\u00a0Applied Materials ve Tokyo Electron, 2nm alt\u0131 i\u015flem d\u00fc\u011f\u00fcmlerinde keskin bir \u015fekilde artan diren\u00e7 ve kapasitans zorluklar\u0131n\u0131n \u00fcstesinden gelmek i\u00e7in \u00e7ok \u00f6nemli olan yeni ara ba\u011flant\u0131 malzemeleri (\u00f6rne\u011fin, Rutenyum, Molibden) ve d\u00fc\u015f\u00fck k dielektrik malzemelerindeki at\u0131l\u0131mlar\u0131 duyurdu.<\/p>\n<\/li>\n<\/ol>","protected":false},"excerpt":{"rendered":"<p>China&#8217;s Continued Mature Process Capacity Expansion Draws Global Attention:\u00a0A TrendForce report indicates that China&#8217;s share of global capacity for 28nm and older mature processes continues to grow, projected to reach about 35% by the end of 2025, raising concerns among manufacturers in other regions about potential oversupply and price competition.<\/p>","protected":false},"author":8,"featured_media":2964,"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\/2963"}],"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=2963"}],"version-history":[{"count":0,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/posts\/2963\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/media\/2964"}],"wp:attachment":[{"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/media?parent=2963"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/categories?post=2963"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/tr\/wp-json\/wp\/v2\/tags?post=2963"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}