Taiwan Semiconductor Manufacturing Co.’nun ge\u00e7en y\u0131l\u0131n son \u00e7eyre\u011findeki kar\u0131, y\u00fczde 57’lik bir art\u0131\u015fla tahminleri a\u015ft\u0131 ve bu da yapay zeka donan\u0131m harcama \u00e7\u0131lg\u0131nl\u0131\u011f\u0131n\u0131n 2025’e kadar uzanmas\u0131n\u0131 bekleyen yat\u0131r\u0131mc\u0131lar\u0131n umutlar\u0131n\u0131 art\u0131rd\u0131.<\/p>\n
D\u00fcnyan\u0131n en b\u00fcy\u00fck \u00e7ip \u00fcreticisi, Per\u015fembe g\u00fcn\u00fc 374,7 milyar Tayvan dolar\u0131 (11,4 milyar ABD dolar\u0131) net gelir bildirdi. Beklentiler \u015firketin an\u0131lan d\u00f6nemdeki kar\u0131n\u0131n 369,8 milyar Tayvan dolar\u0131 olaca\u011f\u0131 y\u00f6n\u00fcndeydi.<\/p>\n
Bu g\u00fc\u00e7l\u00fc performans, TSMC’nin 2019 yaz\u0131ndan bu yana bir \u00e7eyrek hari\u00e7 t\u00fcm \u00e7eyreklerde kar tahminlerini a\u015fmas\u0131yla y\u0131llar \u00f6ncesine dayanan bir galibiyet serisini s\u00fcrd\u00fcr\u00fcyor. Apple ve Nvidia’n\u0131n ana \u00e7ip \u00fcreticisi olan TSMC, elektronik end\u00fcstrisine y\u00f6nelik etkileri nedeniyle yak\u0131ndan izleniyor.<\/p>\n
TSMC hisseleri de \u015firketin performans\u0131n\u0131 izleyen bir y\u00fckseli\u015f ya\u015fad\u0131 <\/b><\/p>\n
D\u00fcnyan\u0131n en b\u00fcy\u00fck geli\u015fmi\u015f \u00e7ip \u00fcreticisi, yapay zekay\u0131 geli\u015ftirmek i\u00e7in k\u00fcresel yar\u0131\u015fta en b\u00fcy\u00fck fayda sa\u011flayanlardan biri oldu. TSMC’nin hisseleri 2024’te y\u00fczde 80’in \u00fczerinde bir art\u0131\u015f ya\u015fad\u0131 ve 1999’dan bu yana y\u0131ll\u0131k bazda en b\u00fcy\u00fck y\u00fczdelik kazanc\u0131 kaydetti.<\/p>\n
Tayvanl\u0131 \u015firket ayr\u0131ca ABD-\u00c7in teknoloji anla\u015fmazl\u0131\u011f\u0131ndan kaynaklanan belirsizliklerle de bo\u011fu\u015fuyor. ABD bu ay, \u00c7in’e sat\u0131\u015f\u0131n\u0131 k\u0131s\u0131tlamak i\u00e7in AI \u00e7ipleri \u00fczerinde yeni ihracat kontrol kurallar\u0131 duyurdu. Apple, TSMC’nin en b\u00fcy\u00fck m\u00fc\u015fterisi olmaya devam ediyor ve iPhone sat\u0131\u015flar\u0131n\u0131n d\u00fc\u015f\u00fck olmas\u0131 bekleniyor.<\/p>\n
\u015eirket zorluklarla m\u00fccadele i\u00e7in k\u00fcresel d\u00fczeyde geni\u015flemeyi hedefliyor <\/b><\/p>\n
Jeopolitik gerginlikler TSMC’yi k\u00fcresel olarak geni\u015flemeye itti. Yat\u0131r\u0131mc\u0131lar, Arizona ve Japonya’daki fabrikalar\u0131n nas\u0131l b\u00fcy\u00fct\u00fclece\u011fine ve ek geni\u015fleme planlar\u0131n\u0131n yolda kal\u0131p kalmayaca\u011f\u0131na veya gecikip gecikmeyece\u011fine odaklanacak.<\/p>\n
\u00dcst d\u00fczey bir Tayvanl\u0131 yetkiliye g\u00f6re TSMC, yapay zeka \u00e7ipleri pazar\u0131na odaklanarak Avrupa’da daha fazla tesis planl\u0131yor.<\/p>\n\n
<\/p>\n
Kaynak :\u00a0https:\/\/www.bloomberght.com\/tsmc-nin-kari-beklentileri-asti-3739326<\/span><\/p>\n","protected":false},"excerpt":{"rendered":" D\u00fcnyan\u0131n en b\u00fcy\u00fck \u00e7ip \u00fcreticisi, Taiwan Semiconductor Manufacturing Co. (TSMC) d\u00f6rd\u00fcnc\u00fc \u00e7eyrek kar\u0131 ile yat\u0131r\u0131mc\u0131s\u0131n\u0131 sevindirdi.<\/p>\n","protected":false},"author":1,"featured_media":24086,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[652,2812,1393],"manset":[],"class_list":["post-24085","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-cip","tag-en-buyuk","tag-tsmc"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/24085","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=24085"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/24085\/revisions"}],"predecessor-version":[{"id":24087,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/24085\/revisions\/24087"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/24086"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=24085"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=24085"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=24085"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=24085"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}