{"id":543,"date":"2026-08-26T11:06:14","date_gmt":"2026-08-26T11:06:14","guid":{"rendered":"https:\/\/news.baramsol.com\/?p=543"},"modified":"2026-08-26T11:06:14","modified_gmt":"2026-08-26T11:06:14","slug":"%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90%ea%b0%80-4%eb%82%98%eb%85%b8-%ec%88%98%ec%9c%a8-80-%eb%8f%8c%ed%8c%8c%eb%a5%bc-%eb%b0%94%ed%83%95%ec%9c%bc%eb%a1%9c-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84%ec%9d%98","status":"publish","type":"post","link":"https:\/\/news.baramsol.com\/?p=543","title":{"rendered":"\uc0bc\uc131\uc804\uc790\uac00 4\ub098\ub178 \uc218\uc728 80% \ub3cc\ud30c\ub97c \ubc14\ud0d5\uc73c\ub85c \uc5d4\ube44\ub514\uc544\uc758 \ucc28\uc138\ub300 AI \ucd94\ub860\uce69\uc744 \uc804\ub7c9 \uc218\uc8fc\ud558\uba70 \uc5f0\uac04 5\uc870 \uc6d0 \uc801\uc790\ub97c \ud138\uace0 2026\ub144 \ud30c\uc6b4\ub4dc\ub9ac \ud751\uc790 \uc804\ud658\uc758 \ubd84\uae30\uc810\uc744 \ub9c8\ub828\ud588\uc2b5\ub2c8\ub2e4."},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\uc0bc\uc131\uc804\uc790 \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0) \uc0ac\uc5c5\ubd80\uac00 \uc624\ub79c \uce68\uccb4\ub97c \ub51b\uace0 \uad6c\uc870\uc801 \ubc18\ub4f1\uc758 \uc2e0\ud638\ud0c4\uc744 \uc3d8\uc544 \uc62c\ub838\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uc758 \ucc28\uc138\ub300 \uc778\uacf5\uc9c0\ub2a5(AI) \ucd94\ub860\uc6a9 \uce69\uc778 &#8216;\uadf8\ub85d3 LPX(Grok 3 LPX)&#8217;\uc758 \ud575\uc2ec \uc5f0\uc0b0 \uc7a5\uce58 LPU(Language Processing Unit) \uc704\ud0c1\uc0dd\uc0b0 \ubb3c\ub7c9 \uc804\ub7c9\uc744 \uc0bc\uc131\uc804\uc790\uac00 \uc218\uc8fc\ud574 \ubcf8\uaca9 \uc591\uc0b0\uc5d0 \ub3cc\uc785\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub3d9\uc548 \ud30c\uc6b4\ub4dc\ub9ac\uc640 \uc2dc\uc2a4\ud15cLSI \ubd80\ubb38\uc740 \ub9e4\ub144 5\uc870 \uc6d0 \uc548\ud30e\uc758 \uc601\uc5c5\uc801\uc790\ub97c \ub0b4\uba70 \uba54\ubaa8\ub9ac \uc0ac\uc5c5\ubd80\uc758 \ud638\uc2e4\uc801\uc744 \uac09\uc544\uba39\ub294 \uc544\ud0ac\ub808\uc2a4\uac74\uc73c\ub85c \uc9c0\ubaa9\ub418\uc5b4 \uc654\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ucd5c\uadfc \ud3c9\ud0dd 4\ub098\ub178\ubbf8\ud130(nm) \uc0dd\uc0b0 \ub77c\uc778\uc758 \uacf5\uc815 \uc218\uc728\uc774 80%\ub97c \ub118\uc5b4\uc11c\uace0 \ud339 \uac00\ub3d9\ub960\uc774 100%\uc5d0 \uadfc\uc811\ud558\uba74\uc11c, \ud68c\uc0ac\uac00 \uc81c\uc2dc\ud55c \ud751\uc790 \uc804\ud658 \ubaa9\ud45c \uc2dc\uc810\ub3c4 \ub2f9\ucd08 2027\ub144\uc5d0\uc11c 2026\ub144\uc73c\ub85c 1\ub144 \uc55e\ub2f9\uaca8\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4\ub098\ub178 \uacf5\uc815 \uc218\uc728 80% \ub3cc\ud30c\uc640 \uac00\ub3d9\ub960 \uc815\uc0c1\ud654\uac00 \ub9cc\ub4e0 \uccb4\uc9c8 \uac1c\uc120<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1408\" height=\"768\" src=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c.png\" alt=\"4\ub098\ub178 \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \uc591\uc0b0 \ubc0f \ucca8\ub2e8 \ud339 \ub77c\uc778\uc758 \uc815\ubc00\ud55c \uacf5\uc815 \uac00\ub3d9 \ubaa8\uc2b5\uc744 \uc2dc\uac01\ud654\" class=\"wp-image-540\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c-300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c-1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c-768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud30c\uc6b4\ub4dc\ub9ac \ube44\uc988\ub2c8\uc2a4\uc758 \uc218\uc775\uc131\uc744 \uacb0\uc815\ud558\ub294 \uac00\uc7a5 \uacb0\uc815\uc801\uc778 \uc9c0\ud45c\ub294 \uc218\uc728(\uc6e8\uc774\ud37c \ud55c \uc7a5\uc5d0\uc11c \ub098\uc624\ub294 \uc591\ud488 \ube44\uc728)\uacfc \uac00\ub3d9\ub960\uc785\ub2c8\ub2e4. 4\ub098\ub178 \ucd08\uae30 \uacf5\uc815\uc5d0\uc11c \uace0\uac1d\uc0ac \uc774\ud0c8\uc744 \uacaa\uc5c8\ub358 \uc0bc\uc131\uc804\uc790\ub294 \ucd5c\uadfc \ud3c9\ud0dd 4\ub098\ub178 \ub77c\uc778\uc758 \uc218\uc728\uc744 \uc9c0\ub09c 4\uc6d4 \ub300\ube44 2~3\ubc30 \ub04c\uc5b4\uc62c\ub9ac\uba70 80% \uc120\uc744 \ub3cc\ud30c\ud558\ub294 \ub370 \uc131\uacf5\ud588\uc2b5\ub2c8\ub2e4. \uc218\uc728 80%\ub294 \uae00\ub85c\ubc8c \ud339\ub9ac\uc2a4 \uace0\uac1d\uc0ac\uac00 \uc548\uc815\uc801\uc73c\ub85c \ub300\ub7c9 \uc591\uc0b0\uc744 \ub9e1\uae38 \uc218 \uc788\ub294 \uc2e4\uc804 \ud22c\uc785 \uae30\uc900\uc120\uc5d0 \ud574\ub2f9\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\uc728 \uc815\uc0c1\ud654\ub294 \uc0dd\uc0b0\uc131 \ud5a5\uc0c1\uacfc \uc9c1\uacb0\ub418\uba70 \uac00\ub3d9\ub960\uc744 \ub04c\uc5b4\uc62c\ub838\uc2b5\ub2c8\ub2e4. \ud604\uc7ac \ud3c9\ud0dd 4\ub098\ub178 \ub77c\uc778\uc740 \uac00\ub3d9\ub960 100%\uc5d0 \uadfc\uc811\ud55c \uc218\uc900\uc73c\ub85c \ud480\uac00\ub3d9\ub418\uace0 \uc788\uc73c\uba70, \uc774\uc5d0 \ub530\ub77c 4\u00b75\u00b78\ub098\ub178 \uc77c\ubd80 \uacf5\uc815\uc5d0\uc11c\ub294 \uc2e0\uaddc \uc8fc\ubb38 \ub2e8\uac00\ub97c 10~15% \uc778\uc0c1\ud558\ub294 \ub4f1 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\ubd80\uc758 \uac00\uaca9 \ud611\uc0c1\ub825(Pricing Power)\uc774 \ud68c\ubcf5\ub418\ub294 \uc591\uc0c1\uc785\ub2c8\ub2e4. \uc7a5\uae30\uac04 \uc870 \ub2e8\uc704 \uc801\uc790\uc5d0 \uc2dc\ub2ec\ub9ac\uba70 \uac10\uc0b0\uacfc \ub77c\uc778 \ud6a8\uc728\ud654\ub97c \uc9c4\ud589\ud558\ub358 \uc0ac\uc5c5\ubd80\uac00 \uc2e4\uc9c8\uc801\uc778 \ud604\uae08\ud750\ub984 \ucc3d\ucd9c \uad6d\uba74\uc73c\ub85c \uc9c4\uc785\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc5d4\ube44\ub514\uc544\uac00 TSMC \ub300\uc2e0 \uc0bc\uc131\uc804\uc790 &#8216;\uc6d0\uc2a4\ud1b1 \uc194\ub8e8\uc158&#8217;\uc744 \ud0dd\ud55c \ubc30\uacbd<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1408\" height=\"768\" src=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c.png\" alt=\"\ub85c\uc9c1 \uc5f0\uc0b0 \uce69\uacfc \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\uac00 \uacb0\ud569\ub41c AI \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9c0 \uae30\uc220 \uad6c\uc870\ub97c \uc2dc\uac01\ud654\" class=\"wp-image-541\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c-300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c-1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c-768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\uac00 \uc790\uc0ac\uc758 \uc8fc\ub825 GPU \uc591\uc0b0\uc744 TSMC\uc5d0 \ub9e1\uae30\uba74\uc11c\ub3c4 \uadf8\ub85d3 LPX\uc758 LPU \uc804\ub7c9\uc744 \uc0bc\uc131\uc804\uc790\uc5d0 \ubc1c\uc8fc\ud55c \uac83\uc740 \ub2e4\uac01\uc801\uc778 \uacf5\uae09\ub9dd \uc804\ub7b5\uc758 \uacb0\uacfc\uc785\ub2c8\ub2e4. LPU\ub294 \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378(LLM)\uc758 \ucd94\ub860 \uc5f0\uc0b0\uc744 \ucd08\uace0\uc18d\u00b7\uc800\uc804\ub825\uc73c\ub85c \ucc98\ub9ac\ud558\uae30 \uc704\ud574 \ud2b9\ud654\ub41c \uc804\uc6a9 \ubc18\ub3c4\uccb4\ub85c, \ub370\uc774\ud130\uc13c\ud130 \ub0b4 \ucd94\ub860 \ube44\uc6a9\uc744 \ud68d\uae30\uc801\uc73c\ub85c \ub0ae\ucd94\ub294 \uc5ed\ud560\uc744 \ub9e1\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab \ubc88\uc9f8 \uc694\uc778\uc740 TSMC\uc5d0 \ud3b8\uc911\ub41c \ub2e8\uc77c \uacf5\uae09\ub9dd \ub9ac\uc2a4\ud06c\uc758 \ubd84\uc0b0\uc785\ub2c8\ub2e4. TSMC\uc758 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubc0f \ubbf8\uc138\uacf5\uc815 \uce90\ud30c(\uc0dd\uc0b0\ub2a5\ub825)\uac00 \ud3ec\ud654 \uc0c1\ud0dc\uc5d0 \uc774\ub974\uace0 \ub300\ub9cc \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\uac00 \uc0c1\uc874\ud558\ub294 \uc0c1\ud669\uc5d0\uc11c, \uc5d4\ube44\ub514\uc544\ub294 \uac80\uc99d\ub41c \uc138\ucee8\ub4dc \ud30c\uc6b4\ub4dc\ub9ac\ub97c \ubc18\ub4dc\uc2dc \ud655\ubcf4\ud574\uc57c \ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub450 \ubc88\uc9f8\uc774\uc790 \ud575\uc2ec\uc801\uc778 \ucc28\ubcc4\ud654 \uc694\uc18c\ub294 &#8216;\ud134\ud0a4(Turn-key\u00b7\uc77c\uad04 \uc218\uc8fc) \uc870\ub2ec \uc5ed\ub7c9&#8217;\uc785\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 4\ub098\ub178 \uacf5\uc815\uc5d0\uc11c HBM4(6\uc138\ub300 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac)\uc758 \ub450\ub1cc \uc5ed\ud560\uc744 \ud558\ub294 &#8216;\ubca0\uc774\uc2a4 \ub2e4\uc774(Base Die)&#8217;\ub97c \uc0dd\uc0b0\ud558\uba70 \ubbf8\uc138\uacf5\uc815 \ub178\ud558\uc6b0\ub97c \ucd95\uc801\ud574 \uc654\uc2b5\ub2c8\ub2e4. \uc5f0\uc0b0 \ub85c\uc9c1 \uce69(LPU)\uacfc \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM4), \uc800\uc804\ub825 \uba54\ubaa8\ub9ac(SOCAMM2), \ub370\uc774\ud130\uc13c\ud130\uc6a9 \ucd08\uace0\uc18d SSD\ub97c \ub2e8\uc77c \ubca4\ub354\uc5d0\uc11c \uc6d0\uc2a4\ud1b1\uc73c\ub85c \ud328\ud0a4\uc9d5 \ubc0f \uc870\ub2ec\ud560 \uc218 \uc788\ub294 \uae30\uc5c5\uc740 \uc804 \uc138\uacc4\uc5d0\uc11c \uc0bc\uc131\uc804\uc790\uac00 \uc720\uc77c\ud569\ub2c8\ub2e4. \uc774\ub294 \ud339\ub9ac\uc2a4 \uae30\uc5c5\uc758 \uacf5\uae09\ub9dd \ubcf5\uc7a1\ub3c4\uc640 \uc870\ub2ec \ube44\uc6a9\uc744 \ub300\ud3ed \ub0ae\ucdb0\uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">5\uc870 \uc6d0 \uc801\uc790 \ud0c8\ud53c\uc640 2026\ub144 \ud751\uc790 \uc804\ud658 \uc2dc\ub098\ub9ac\uc624, TSMC \ucd94\uaca9\uc758 \ud604\uc2e4\uc801 \uc870\uac74<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1408\" height=\"768\" src=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c.png\" alt=\"\uae00\ub85c\ubc8c AI \ucd94\ub860 \uce69 \uc218\uc694\ub97c \ub4b7\ubc1b\uce68\ud558\ub294 \ub370\uc774\ud130\uc13c\ud130 \uc778\ud504\ub77c \ubc0f \uc2dc\uc7a5 \ud655\uc7a5\uc131\uc744 \uc2dc\uac01\ud654\" class=\"wp-image-542\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c-300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c-1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc0bc\uc131\uc804\uc790\uac00-4\ub098\ub178-\uc218\uc728-80-\ub3cc\ud30c\ub97c-\ubc14\ud0d5\uc73c\ub85c-768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ubc88 \uc218\uc8fc\ub294 \uc0bc\uc131\uc804\uc790 \ubc18\ub3c4\uccb4 \ubd80\ubb38\uc758 \uace0\uc9c8\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubd88\uade0\ud615\uc744 \ud574\uc18c\ud560 \uacb0\uc815\uc801 \uc804\ud658\uc810\uc785\ub2c8\ub2e4. 2026\ub144 2\ubd84\uae30 \uc0bc\uc131\uc804\uc790\ub294 89.5\uc870 \uc6d0\uc774\ub77c\ub294 \uc0ac\uc0c1 \ucd5c\ub300 \ubd84\uae30 \uc601\uc5c5\uc774\uc775\uc744 \uae30\ub85d\ud588\uc73c\ub098, \uc774\uc775\uc758 99.7%\uac00 \uba54\ubaa8\ub9ac \uc0ac\uc5c5\ubd80\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uae30\ud615\uc801\uc778 \uad6c\uc870\ub97c \ub098\ud0c0\ub0c8\uc2b5\ub2c8\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\ubd80\uac00 \uc5f0\uac04 5\uc870 \uc6d0 \uaddc\ubaa8\uc758 \uc801\uc790 \ub2aa\uc744 \ubc97\uc5b4\ub098 \uc190\uc775\ubd84\uae30\uc810(BEP)\uc744 \ub118\uc5b4\uc11c\ub294 \uac83\ub9cc\uc73c\ub85c\ub3c4 \uc804\uc0ac \uc218\uc775\uc131\uc740 \ub300\ud3ed \uac1c\uc120\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud30c\uc6b4\ub4dc\ub9ac \ubd80\ubb38\uc740 2026\ub144 \uc870\uae30 \ud751\uc790 \uc804\ud658 \uac00\ub2a5\uc131\uc774 \ub9e4\uc6b0 \ub192\uc544\uc84c\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544 \uadf8\ub85d3 LPX \uc591\uc0b0\uc744 \ud544\ub450\ub85c \uc624\ud508AI\uc758 \uc790\uccb4 AI \ucd94\ub860\uce69 &#8216;\ud560\ub77c\ud398\ub1e8&#8217;\ud5a5 \ubd80\ud488 \uacf5\uae09, \ud14c\uc2ac\ub77c \ucc28\uc138\ub300 AI6 \uce69 \ubc0f \uc11c\ubc84\uc6a9 CPU\uc758 2\ub098\ub178 \uc218\uc8fc, 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