Moody’s Ratings taraf\u0131ndan haz\u0131rlanan bir rapora g\u00f6re, Orta Do\u011fu’da devam eden \u00e7at\u0131\u015fmalar\u0131n neden oldu\u011fu helyum tedarikindeki aksakl\u0131klar, yar\u0131 iletken \u00fcretimini derinden etkileyerek yapay zeka ve veri merkezi tedarik zincirlerinde ciddi sorunlara yol a\u00e7abilir.<\/p>\n
G\u00fcn\u00fcm\u00fczde k\u00fcresel y\u00fcksek safl\u0131kta helyumun yakla\u015f\u0131k y\u00fczde 30’u, do\u011fal gaz \u00fcretiminin bir yan \u00fcr\u00fcn\u00fc olarak Katar taraf\u0131ndan sa\u011flanmaktad\u0131r. Ancak rapor, \u00fclkenin sanayi merkezine y\u00f6nelik sald\u0131r\u0131lar\u0131n, helyum tedarik\u00e7isi Air Liquide SA’n\u0131n \u00f6n\u00fcm\u00fczdeki aylarda s\u00f6zle\u015fmelerini yerine getirememesine neden olabilece\u011fini belirtiyor.<\/p>\n
Bu durumun bir sonucu olarak, Asya’daki Samsung ve SK Hynix gibi \u00e7ip \u00fcreticilerinin Haziran ay\u0131na kadar yetecek kadar helyum sto\u011funa sahip olmas\u0131na ra\u011fmen, b\u00f6lgedeki \u015firketlerin ABD merkezli tedarik\u00e7ilerden envanter temin etmek i\u00e7in y\u00fcksek primler \u00f6dedi\u011fi ifade edildi. Ayr\u0131ca, helyumun ta\u015f\u0131nmas\u0131n\u0131n \u00e7ok zor oldu\u011fu ve bozulmaya ba\u015flamadan \u00f6nce \u00f6zel kaplarda sadece 45 g\u00fcn saklanabildi\u011fi ger\u00e7e\u011fi de durumu daha karma\u015f\u0131k hale getiriyor.<\/p>\n
Mevcut bir ate\u015fkes anla\u015fmas\u0131 olmas\u0131na ra\u011fmen Moody’s, H\u00fcrm\u00fcz Bo\u011faz\u0131’n\u0131n yeniden a\u00e7\u0131lmas\u0131n\u0131n baz\u0131 hidrokarbon ve kimyasal tedariklerine bir miktar rahatlama sa\u011flayabilece\u011fini, ancak Katar’daki helyum \u00fcretiminin hemen yeniden ba\u015flamayaca\u011f\u0131n\u0131 vurguluyor.<\/p>\n
Bu mevcut durum, ge\u00e7en y\u0131l d\u00fcnya genelindeki arz\u0131n talebi a\u015ft\u0131\u011f\u0131 d\u00f6nemin tam tersidir. Moody’s’e g\u00f6re, 2025 y\u0131l\u0131nda yakla\u015f\u0131k 170 milyon metrek\u00fcp helyuma ihtiya\u00e7 duyulurken, 184 milyon metrek\u00fcp \u00fcretim yap\u0131lm\u0131\u015ft\u0131. \u00c7at\u0131\u015fmadan \u00f6nce, bu fazlal\u0131\u011f\u0131n birka\u00e7 y\u0131l daha devam etmesi ve talebin yeni arz h\u0131z\u0131ndan daha yava\u015f b\u00fcy\u00fcmesi bekleniyordu.<\/p>\n
Helyum, \u00e7ip \u00fcreticileri taraf\u0131ndan bir\u00e7ok farkl\u0131 s\u00fcre\u00e7te kullan\u0131lmakta olup, a\u015f\u0131r\u0131 ultraviyole (EUV) litografi gibi geli\u015fmi\u015f yar\u0131 iletken \u00fcretiminde so\u011futucu olarak giderek daha fazla \u00f6nem kazanm\u0131\u015ft\u0131r. Ayr\u0131ca, y\u00fcksek g\u00fc\u00e7l\u00fc \u00e7ipler i\u00e7in talep artmaya devam ettik\u00e7e, IDTechEx ayr\u0131 bir raporunda \u00e7ip \u00fcretiminde helyum kullan\u0131m\u0131n\u0131n 2035 y\u0131l\u0131na kadar be\u015f kat artabilece\u011fini bildirmi\u015ftir.<\/p>\n
Moody’s, yar\u0131 iletken \u015firketlerinin riski ge\u00e7ici olarak azaltabilecekleri bir dizi y\u00f6ntem belirlemi\u015ftir; bunlar aras\u0131nda geri d\u00f6n\u00fc\u015f\u00fcm, \u00f6ncelikli tahsis, envanter y\u00f6netimi, s\u00fcre\u00e7 optimizasyonu ve alternatif tedarik\u00e7ilerden temin yer almaktad\u0131r.<\/p>\n
Raporda ayr\u0131ca, Katar’daki uzun s\u00fcreli kesintinin \u00e7ip end\u00fcstrisini etkileyecek olsa da, sekt\u00f6r\u00fcn tedarik zinciri zorluklar\u0131yla ilk kez kar\u015f\u0131la\u015fmad\u0131\u011f\u0131 belirtilmi\u015ftir. Son yirmi y\u0131lda helyuma \u00f6zg\u00fc d\u00f6rt \u00f6nceki \u015fokun ya\u015fand\u0131\u011f\u0131, \u00e7ip \u00fcreticilerinin ayr\u0131ca Covid-19 pandemisi, substrat k\u0131tl\u0131klar\u0131 ve 2022’de Ukrayna’daki sava\u015fla ba\u011flant\u0131l\u0131 neon gaz\u0131 tedarik kesintileriyle de m\u00fccadele etti\u011fi ifade edildi.<\/p>\n
#HelyumTedariki #Yar\u0131\u0130letken #YapayZeka #VeriMerkezi #OrtaDo\u011fu\u00c7at\u0131\u015fmas\u0131 #K\u00fcreselTedarikZinciri #Teknoloji #\u00c7ip\u00dcretimi #Enerji #Katar<\/p>\n","protected":false},"excerpt":{"rendered":"
Moody’s Ratings taraf\u0131ndan haz\u0131rlanan bir rapora g\u00f6re, Orta Do\u011fu’da devam eden \u00e7at\u0131\u015fmalar\u0131n neden oldu\u011fu helyum tedarikindeki aksakl\u0131klar, yar\u0131 iletken \u00fcretimini derinden etkileyerek yapay zeka ve veri merkezi tedarik zincirlerinde ciddi sorunlara yol a\u00e7abilir. G\u00fcn\u00fcm\u00fczde k\u00fcresel y\u00fcksek safl\u0131kta helyumun yakla\u015f\u0131k y\u00fczde 30’u, do\u011fal gaz \u00fcretiminin bir yan \u00fcr\u00fcn\u00fc olarak Katar taraf\u0131ndan sa\u011flanmaktad\u0131r. Ancak rapor, \u00fclkenin sanayi […]<\/p>\n","protected":false},"author":2,"featured_media":5022,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-5021","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/5021","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5021"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/5021\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/5022"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5021"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5021"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5021"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}