{"id":12283,"date":"2026-05-15T23:57:35","date_gmt":"2026-05-15T20:57:35","guid":{"rendered":"https:\/\/neoberidhaber.kahveciyazilim.com\/?p=12283"},"modified":"2026-05-28T16:01:37","modified_gmt":"2026-05-28T13:01:37","slug":"jbvv","status":"publish","type":"post","link":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/2026\/05\/15\/jbvv\/","title":{"rendered":"Intel\u2019den dev hamle: Yeni \u00fcretim teknolojisi TSMC\u2019nin taht\u0131n\u0131 sarsabilir mi?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Citibank taraf\u0131ndan yay\u0131nlanan yeni bir ara\u015ft\u0131rma raporu, TSMC\u2019nin geli\u015fmi\u015f paketleme ve \u00e7ip \u00fcretim teknolojileri \u00fczerindeki pazar hakimiyetinin yak\u0131n zamanda ciddi bir tehditle kar\u015f\u0131la\u015fmayaca\u011f\u0131n\u0131 ortaya koyuyor. Analistler, yapay zeka sekt\u00f6r\u00fcndeki b\u00fcy\u00fcmenin etkisiyle TSMC\u2019nin CoWoS paketleme teknolojisine olan talebin 2026 ve 2027 y\u0131llar\u0131nda \u00f6nemli \u00f6l\u00e7\u00fcde artaca\u011f\u0131n\u0131 \u00f6ng\u00f6r\u00fcyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u015eirketin SoIC ve CoPoS gibi di\u011fer geli\u015fmi\u015f teknolojilerinin de \u00f6n\u00fcm\u00fczdeki y\u0131llarda y\u00fcksek talep g\u00f6rmesi bekleniyor. Bu geli\u015fmeler, TSMC\u2019nin sekt\u00f6rdeki g\u00fc\u00e7l\u00fc konumunu korumas\u0131na yard\u0131mc\u0131 olacak temel fakt\u00f6rler aras\u0131nda yer al\u0131yor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Intel\u2019in EMIB-T Teknolojisi ve ABF Substrat Ba\u011f\u0131ml\u0131l\u0131\u011f\u0131<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Intel, EMIB-T paketleme teknolojisini agresif bir \u015fekilde pazarlarken Google gibi b\u00fcy\u00fck teknoloji \u015firketlerinin de bu \u00e7\u00f6z\u00fcme ilgi duydu\u011fu belirtiliyor. Standart paketleme teknolojileri sinyal iletimi i\u00e7in silikon ara katmanlara ihtiya\u00e7 duyarken, Intel\u2019in EMIB \u00e7\u00f6z\u00fcm\u00fc organik bir substrat yap\u0131s\u0131na dayan\u0131yor.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ares.shiftdelete.net\/2026\/05\/intelin-yeni-teknolojisi-tsmcyi-tehdit-edebilir-mi-2.webp\" alt=\"TSMC, Intel, Yapay Zeka, \u00c7ip \u00dcretimi, Citi\" title=\"intelin-yeni-teknolojisi-tsmcyi-tehdit-edebilir-mi\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">EMIB-T varyant\u0131, bile\u015fenleri birbirine ba\u011flamak i\u00e7in TSV teknolojisinden yararlanarak s\u0131z\u0131nt\u0131lar\u0131 azaltmay\u0131 hedefliyor. Ancak analistler, bu teknolojinin ba\u015far\u0131s\u0131n\u0131n b\u00fcy\u00fck \u00f6l\u00e7\u00fcde ABF substrat ekosisteminin olgunlu\u011funa ba\u011fl\u0131 oldu\u011funu vurguluyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">TSMC\u2019nin CoWoS \u00fcretiminde ya\u015fad\u0131\u011f\u0131 k\u0131s\u0131tlamalar g\u00f6z \u00f6n\u00fcne al\u0131nd\u0131\u011f\u0131nda, ABF tedarik\u00e7ilerinin \u00fcretim kapasitesini art\u0131r\u0131p art\u0131ramayaca\u011f\u0131 EMIB teknolojisinin \u00f6l\u00e7eklenebilirli\u011fini belirleyecek. Intel\u2019in bu alandaki ba\u015far\u0131s\u0131, do\u011frudan bu hammadde tedarik zincirinin verimlili\u011fi ile yak\u0131ndan ili\u015fkili g\u00f6r\u00fcn\u00fcyor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">TSMC\u2019nin Yapay Zeka Sekt\u00f6r\u00fcndeki Yeri Sa\u011flam<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Piyasada s\u0131k\u00e7a tart\u0131\u015f\u0131lan bir di\u011fer konu ise Intel\u2019in 18-A \u00fcretim s\u00fcreci ve Apple\u2019\u0131n bu teknolojiye olan ilgisi olarak \u00f6ne \u00e7\u0131k\u0131yor. Citi analistleri, sekt\u00f6rde yayg\u0131n bir uygulama olan deneme \u00fcretimlerinin, gelecekte b\u00fcy\u00fck \u00f6l\u00e7ekli seri \u00fcretimi garanti etmedi\u011fine dikkat \u00e7ekiyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Yapay zeka ve y\u00fcksek performansl\u0131 bilgi i\u015flem \u00e7iplerine odaklanan ara\u015ft\u0131rma, 2027 ve 2028 y\u0131llar\u0131 i\u00e7in planlanan \u00e7ip tasar\u0131mlar\u0131n\u0131n halihaz\u0131rda kesinle\u015fti\u011fini belirtiyor. Bu durum, TSMC\u2019nin mevcut \u00fcretim stratejilerinin \u00f6n\u00fcm\u00fczdeki y\u0131llarda da piyasa standartlar\u0131n\u0131 belirlemeye devam edece\u011fini g\u00f6steriyor.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sizce Intel\u2019in yeni paketleme teknolojileri, TSMC\u2019nin sekt\u00f6rdeki liderli\u011fini sarsabilecek mi?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>Kaynak:<\/em><\/strong><a href=\"https:\/\/shiftdelete.net\/intelin-yeni-teknolojisi-tsmcyi-tehdit-edebilir-mi\">Intel&#8217;in Yeni Teknolojisi TSMC&#8217;yi Tehdit Edebilir mi? &#8211; ShiftDelete.Net<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>G\u00fcncelleme Tarihi:15.05.2026 23<\/em><\/strong><em><strong>:55<\/strong><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"Citibank raporuna g\u00f6re TSMC, yapay zeka \u00e7ip \u00fcretimindeki liderli\u011fini koruyor. Intel&#8217;in EMIB-T teknolojisi ise hammadde k\u0131s\u0131tlamalar\u0131yla kar\u015f\u0131 kar\u015f\u0131ya.","protected":false},"author":1,"featured_media":12297,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"csco_display_header_overlay":false,"csco_singular_sidebar":"","csco_page_header_type":"","csco_page_load_nextpost":"","csco_post_video_location":[],"csco_post_video_location_hash":"","csco_post_video_url":"","csco_post_video_bg_start_time":0,"csco_post_video_bg_end_time":0,"footnotes":""},"categories":[1,15],"tags":[],"class_list":["post-12283","post","type-post","status-publish","format-standard","has-post-thumbnail","category-genel","category-teknoloji","cs-entry","cs-video-wrap"],"_links":{"self":[{"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/posts\/12283","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/comments?post=12283"}],"version-history":[{"count":3,"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/posts\/12283\/revisions"}],"predecessor-version":[{"id":12305,"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/posts\/12283\/revisions\/12305"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/media\/12297"}],"wp:attachment":[{"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/media?parent=12283"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/categories?post=12283"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/neoberidhaber.kahveciyazilim.com\/index.php\/wp-json\/wp\/v2\/tags?post=12283"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}