{"id":13078,"date":"2026-08-20T19:29:25","date_gmt":"2026-08-20T11:29:25","guid":{"rendered":"https:\/\/www.lxbchip.com\/?p=13078"},"modified":"2026-08-20T19:29:25","modified_gmt":"2026-08-20T11:29:25","slug":"memory-chip-super-cycle-samsung-sk-hynix-boost-capital-expenditure-sharply","status":"publish","type":"post","link":"https:\/\/www.lxbchip.com\/tr\/memory-chip-super-cycle-samsung-sk-hynix-boost-capital-expenditure-sharply\/","title":{"rendered":"Bellek Yongas\u0131 S\u00fcper D\u00f6ng\u00fcs\u00fc: Samsung ve SK Hynix Sermaye Harcamalar\u0131n\u0131 Keskin Bir \u015eekilde Art\u0131rd\u0131"},"content":{"rendered":"

A\u011fustos 2026\u2019da a\u00e7\u0131klanan en son sekt\u00f6r istatistiklerine g\u00f6re, Samsung Electronics ve SK Hynix bu y\u0131l\u0131n ilk yar\u0131s\u0131nda yar\u0131 iletken yat\u0131r\u0131mlar\u0131n\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde art\u0131rd\u0131. \u0130ki \u015firketin toplam sermaye harcamalar\u0131 43,2 trilyon KRW'ye ula\u015farak ge\u00e7en y\u0131la k\u0131yasla ,11 art\u0131\u015f g\u00f6sterdi. Her iki \u00fcretici de bellek \u00fcretim tesislerini yakla\u015f\u0131k 0 kapasite kullan\u0131m oran\u0131yla i\u015fletiyor.<\/p>\n

\"\"<\/p>\n

Yapay zeka (AI) b\u00fcy\u00fck model sunucular\u0131, HBM ve y\u00fcksek kapasiteli NAND flash sayesinde pazardaki talep g\u00fc\u00e7l\u00fc seyrini s\u00fcrd\u00fcr\u00fcyor. Bellek yongalar\u0131, hem miktar hem de fiyat a\u00e7\u0131s\u0131ndan art\u0131\u015f g\u00f6steren bir s\u00fcper d\u00f6ng\u00fcye giriyor. Piyasa analistleri, bellek yar\u0131 iletkenlerinin geleneksel d\u00f6ng\u00fcsel bir \u00fcr\u00fcnden yapay zeka altyap\u0131s\u0131 bile\u015fenine kademeli olarak d\u00f6n\u00fc\u015ft\u00fc\u011f\u00fcn\u00fc belirtiyor.<\/p>\n

Arz taraf\u0131: Yeni nesil 1D DRAM ve 400+ katmanl\u0131 V-NAND geli\u015ftirme \u00e7al\u0131\u015fmalar\u0131 ilerliyor. Samsung, 1D nesil DRAM geli\u015ftirme \u00e7al\u0131\u015fmalar\u0131n\u0131 Eyl\u00fcl 2026\u2019da tamamlamay\u0131 hedefliyor. SK Hynix\u2019in 375 katmanl\u0131 4D NAND \u00fcr\u00fcn\u00fcn\u00fcn deneme sevkiyatlar\u0131, bu A\u011fustos ay\u0131nda b\u00fcy\u00fck bulut m\u00fc\u015fterileri i\u00e7in ba\u015flayacak. Al\u0131c\u0131lar, y\u00fcksek bant geni\u015fli\u011fine sahip bellek bile\u015fenlerinde teslim s\u00fcresi de\u011fi\u015fikliklerini takip etmelidir.<\/p>","protected":false},"excerpt":{"rendered":"

A\u011fustos 2026\u2019da yay\u0131nlanan en son sekt\u00f6r istatistiklerine g\u00f6re, Samsung Electronics ve SK Hynix y\u0131l\u0131n ilk yar\u0131s\u0131nda yar\u0131 iletken yat\u0131r\u0131mlar\u0131n\u0131 \u00f6nemli \u00f6l\u00e7\u00fcde art\u0131rd\u0131<\/p>","protected":false},"author":1,"featured_media":13072,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[368,364,367,366,365],"class_list":["post-13078","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-ai-server-memory","tag-dram","tag-hbm","tag-memory-market","tag-nand-flash"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.lxbchip.com\/tr\/wp-json\/wp\/v2\/posts\/13078","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lxbchip.com\/tr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.lxbchip.com\/tr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/tr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/tr\/wp-json\/wp\/v2\/comments?post=13078"}],"version-history":[{"count":0,"href":"https:\/\/www.lxbchip.com\/tr\/wp-json\/wp\/v2\/posts\/13078\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/tr\/wp-json\/wp\/v2\/media\/13072"}],"wp:attachment":[{"href":"https:\/\/www.lxbchip.com\/tr\/wp-json\/wp\/v2\/media?parent=13078"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lxbchip.com\/tr\/wp-json\/wp\/v2\/categories?post=13078"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lxbchip.com\/tr\/wp-json\/wp\/v2\/tags?post=13078"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}