{"id":607,"date":"2026-08-26T22:53:08","date_gmt":"2026-08-26T22:53:08","guid":{"rendered":"https:\/\/news.baramsol.com\/?p=607"},"modified":"2026-08-26T22:53:08","modified_gmt":"2026-08-26T22:53:08","slug":"%eb%a7%a4%ec%b6%9c-962%ec%96%b5-%eb%8b%ac%eb%9f%ac%ec%99%80-%ec%82%ac%ec%83%81-%ec%b2%ab-1000%ec%96%b5-%eb%8b%ac%eb%9f%ac-%ea%b0%80%ec%9d%b4%eb%8d%98%ec%8a%a4%eb%a5%bc-%eb%8f%8c%ed%8c%8c%ed%95%9c","status":"publish","type":"post","link":"https:\/\/news.baramsol.com\/?p=607","title":{"rendered":"\ub9e4\ucd9c 962\uc5b5 \ub2ec\ub7ec\uc640 \uc0ac\uc0c1 \uccab 1,000\uc5b5 \ub2ec\ub7ec \uac00\uc774\ub358\uc2a4\ub97c \ub3cc\ud30c\ud55c \uc5d4\ube44\ub514\uc544\uac00 5,000\uc5b5 \ub2ec\ub7ec \uc21c\ud658\uae08\uc735 \ub9ac\uc2a4\ud06c\ub97c \uc555\ub3c4\uc801\uc778 75% \ub9c8\uc9c4 \ubc84\ud37c\ub85c \ubc29\uc5b4\ud558\uba70 \uc2e4\uc801 \ud6c4 \uc8fc\uac00 \ud558\ub77d \uc9d5\ud06c\uc2a4\ub97c \uae70 \uc218 \uc788\uc744\uc9c0 \uc8fc\ubaa9\ub41c\ub2e4."},"content":{"rendered":"\n

\uc5d4\ube44\ub514\uc544\uac00 \ubd84\uae30 \ub9e4\ucd9c 962\uc5b5 \ub2ec\ub7ec\ub97c \uae30\ub85d\ud558\uace0 \ub2e4\uc74c \ubd84\uae30 \uac00\uc774\ub358\uc2a4\ub85c \uc0ac\uc0c1 \ucd5c\ucd08\uc758 1,000\uc5b5 \ub2ec\ub7ec \ub3cc\ud30c\uc778 1,080\uc5b5 \ub2ec\ub7ec\ub97c \uc81c\uc2dc\ud558\uba70 \uc2dc\uc7a5\uc758 \ubaa8\ub4e0 \ub208\ub192\uc774\ub97c \ub6f0\uc5b4\ub118\ub294 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \uc774\ubc88 \ubd84\uae30 \uc2e4\uc801\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 106%, \uc9c1\uc804 \ubd84\uae30 \ub300\ube44 18% \uc131\uc7a5\ud55c \uc218\uce58\ub85c, \uc6d4\uac00 \ucee8\uc13c\uc11c\uc2a4\uc600\ub358 918\uc5b5 5,000\ub9cc \ub2ec\ub7ec\uc640 \uc2dc\uc7a5\uc758 \uc11c\ud504\ub77c\uc774\uc988 \uae30\uc900\uc120\uc774\uc5c8\ub358 950\uc5b5 \ub2ec\ub7ec\ub97c \uac00\ubfd0\ud788 \uc0c1\ud68c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ud2b9\ud788 \uc774\ubc88 \uac00\uc774\ub358\uc2a4\ub294 \ubbf8\uad6d\uc758 \ub300\uc911\uad6d \ubc18\ub3c4\uccb4 \uc218\ucd9c \ud1b5\uc81c\ub85c \uc778\ud574 \uc911\uad6d \uc2dc\uc7a5 \ub9e4\ucd9c\uc744 \uc0ac\uc2e4\uc0c1 ‘0\ub2ec\ub7ec’\ub85c \uac00\uc815\ud55c \uc0c1\ud0dc\uc5d0\uc11c \uc0b0\ucd9c\ub41c \uc218\uce58\ub77c\ub294 \uc810\uc5d0\uc11c \uc9c8\uc801 \uc6b0\uc218\uc131\uc774 \ub3cb\ubcf4\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc2dc\uc7a5 \uc77c\uac01\uc5d0\uc11c\ub294 \uc6d4\uac00 \uc0ac\ubaa8\ud380\ub4dc\ub4e4\uacfc \uacb0\uc131\ud55c 5,000\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc21c\ud658\uae08\uc735(Compute Financing) \uad6c\uc870\uc640 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ub530\ub978 \ub9c8\uc9c4 \ub454\ud654 \uc555\ubc15, \uadf8\ub9ac\uace0 \ucd5c\uadfc 4\ubd84\uae30 \uc5f0\uc18d \uc2e4\uc801 \ubc1c\ud45c \uc9c1\ud6c4 \uc8fc\uac00\uac00 \ud558\ub77d\ud588\ub358 ‘\uc5b4\ub2dd \uc9d5\ud06c\uc2a4’\ub97c \uc5d4\ube44\ub514\uc544\uac00 \ub118\uc5b4\uc124 \uc218 \uc788\uc744\uc9c0\uc5d0 \uc2dc\uc120\uc744 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc911\uad6d \ubc30\uc81c \uc18d \ub2ec\uc131\ud55c \uc0ac\uc0c1 \uccab 1,000\uc5b5 \ub2ec\ub7ec \uac00\uc774\ub358\uc2a4\uc640 \ucc28\uc138\ub300 \uce69 \ucd9c\uaca9<\/h2>\n\n\n\n
\"\ucc28\uc138\ub300<\/figure>\n\n\n\n

\uc5d4\ube44\ub514\uc544\uc758 2\ubd84\uae30 \uc2e4\uc801\uacfc 3\ubd84\uae30 \uac00\uc774\ub358\uc2a4\ub294 \ud380\ub354\uba58\ud138 \uce21\uba74\uc5d0\uc11c \ud760\uc7a1\uc744 \ub370 \uc5c6\ub294 \uc22b\uc790\ub97c \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. 3\ubd84\uae30 \ub9e4\ucd9c \uc804\ub9dd\uce58\ub85c \uc81c\uc2dc\ub41c 1,080\uc5b5 \ub2ec\ub7ec\ub294 \ubc45\ud06c\uc624\ube0c\uc544\uba54\ub9ac\uce74(BofA)\uc758 \ub099\uad00\uc801 \uc804\ub9dd\uce58(1,070\uc5b5 \ub2ec\ub7ec)\ub9c8\uc800 \ub118\uc5b4\uc120 \uc218\uce58\uc774\uba70, \ubd84\uae30 \ub9e4\ucd9c 1,000\uc5b5 \ub2ec\ub7ec \uc2dc\ub300\ub97c \uc5f0 \uc5ed\uc0ac\uc801 \uc774\uc815\ud45c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\ubc88 \uac00\uc774\ub358\uc2a4\uac00 \uc9c0\ub2cc \uc9c4\uc815\ud55c \uac00\uce58\ub294 \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\ub97c \uc644\uc804\ud788 \ubc30\uc81c\ud558\uace0\ub3c4 \ub2ec\uc131\ud55c \uc22b\uc790\ub77c\ub294 \uc810\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 \uacfc\uac70 \uc911\uad6d AI \uce69 \uc2dc\uc7a5\uc758 95%\ub97c \uc810\uc720\ud588\uc73c\ub098 \ubbf8\uad6d \uc815\ubd80\uc758 H20 \uaddc\uc81c \uc774\ud6c4 \uc7ac\uace0 45\uc5b5 \ub2ec\ub7ec\ub97c \uc190\uc2e4 \ucc98\ub9ac\ud588\uace0, \ud604\uc7ac \uc911\uad6d AI \uac00\uc18d\uae30 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 \ud654\uc6e8\uc774\uc758 \uae09\uc131\uc7a5 \uc18d\uc5d0 \ud55c \uc790\ub9bf\uc218(\uc57d 8%) \uc218\uc900\uc73c\ub85c \ucd95\uc18c\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 \uc774\ubc88 3\ubd84\uae30 \ub9e4\ucd9c \uc804\ub9dd\uc5d0\uc11c\ub3c4 \uc911\uad6d \ub9e4\ucd9c\uc744 \uc804\ud600 \ubc18\uc601\ud558\uc9c0 \uc54a\uc558\uc74c\uc5d0\ub3c4 \uc5ed\ub300 \ucd5c\ub300\uce58\ub97c \uacbd\uc2e0\ud558\uba70 \ubd81\ubbf8\uc640 \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc758 \ud3ed\ubc1c\uc801\uc778 \uc21c\uc218 \uc218\uc694\ub9cc\uc73c\ub85c \uc131\uc7a5 \uada4\ub3c4\ub97c \ub2ec\ub9ac\uace0 \uc788\uc74c\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc5ec\uae30\uc5d0 \ucc28\uc138\ub300 AI \uac00\uc18d\uae30\uc778 ‘\ubca0\ub77c \ub8e8\ube48(Vera Rubin)’\uc758 \uacf5\uc2dd \ucd9c\ud558\uac00 \uc774\ubc88 \uc8fc \ucd08 \uac1c\uc2dc\ub418\uc5c8\ub2e4\ub294 \uc0ac\uc2e4\uc774 \ud655\uc778\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uae30\uc874 H200 \uc0dd\uc0b0 \ub77c\uc778\uc744 \ubca0\ub77c \ub8e8\ube48 \uce90\ud30c\ub85c \uc804\ud658\ud558\ub294 \uacfc\uc815\uc5d0\uc11c \uc7ac\uace0\uac00 30\uc5b5 \ub2ec\ub7ec \uc99d\uac00\ud588\uc73c\ub098, \uc774\ub294 \ucc28\uc138\ub300 \uc544\ud0a4\ud14d\ucc98 \uc804\ud658\uc5d0 \ub530\ub978 \uc815\uc0c1\uc801\uc778 \uacf5\uae09 \uc900\ube44 \ub2e8\uacc4\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n

5,000\uc5b5 \ub2ec\ub7ec \uc21c\ud658\uae08\uc735\uc758 \uc791\ub3d9 \uc6d0\ub9ac\uc640 75% \ub9c8\uc9c4 \ub3c4\uc2dc\ub77d \ubc84\ud37c<\/h2>\n\n\n\n
\"\uc6d4\uac00<\/figure>\n\n\n\n

\uc6d4\uac00\uc758 \uac00\uc7a5 \ud070 \ub17c\uc7c1\uac70\ub9ac\uc600\ub358 5,000\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 ‘\ucef4\ud4e8\ud2b8 \ud30c\uc774\ub0b8\uc2f1(Compute Financing)’\uc740 \uc5d4\ube44\ub514\uc544\uac00 \uc544\ud3f4\ub85c, \ube14\ub799\ub85d, \ube14\ub799\uc2a4\ud1a4, \ube0c\ub8e9\ud544\ub4dc, \uace8\ub4dc\ub9cc\uc0ad\uc2a4, KKR \ub4f1 6\ub300 \uc0ac\ubaa8\ud380\ub4dc\uc640 \ud569\uc791 \ud2b9\uc218\ubaa9\uc801\ubc95\uc778(SPC)\uc744 \uc124\ub9bd\ud574 AI \uc778\ud504\ub77c \uad6c\ub9e4 \uc790\uae08\uc744 \ub300\ucd9c\ud574\uc8fc\ub294 \ubca4\ub354 \ud30c\uc774\ub0b8\uc2f1 \uad6c\uc870\uc785\ub2c8\ub2e4. \ud558\ub4dc\uc6e8\uc5b4\uc758 \uac10\uac00\uc0c1\uac01\uc774 \ube60\ub978 \ubc18\ub3c4\uccb4 \ud2b9\uc131\uc0c1 \ub300\ucd9c \uae30\uad00\ub4e4\uc740 \ub2f4\ubcf4\ub85c \uc7a1\ud78c \uc911\uace0 GPU\uc758 \uc794\uc874\uac00\uce58 \ud558\ub77d\uc744 \uc6b0\ub824\ud558\ub294\ub370, \uc5d4\ube44\ub514\uc544\ub294 \uc794\uc874\uac00\uce58\uc758 \ucd5c\ub300 25%\uae4c\uc9c0 \uac00\uce58 \ud558\ub77d\uc744 \ubcf4\uc99d\ud574 \uae08\uc735\uc0ac\uc758 \ub9ac\uc2a4\ud06c\ub97c \ub35c\uc5b4\uc8fc\ub294 \uc548\uc804\ud310\uc744 \ub9c8\ub828\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\ub7ec\ud55c \ubcf4\uc99d \uad6c\uc870\uac00 \uc5d4\ube44\ub514\uc544\uc758 \uc7ac\ubb34 \uac74\uc804\uc131\uc744 \ud6fc\uc190\ud558\uc9c0 \uc54a\ub294 \ud575\uc2ec \uc774\uc720\ub294 \uc5d4\ube44\ub514\uc544\uc758 \uacbd\uc774\ub85c\uc6b4 \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960(Gross Margin)\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uc6d0\uac00\uac00 2,500\uc6d0\uc778 \ub3c4\uc2dc\ub77d\uc744 10,000\uc6d0\uc5d0 \ud314\uc544 7,500\uc6d0\uc758 \uc774\uc775\uc744 \ub0a8\uae30\ub294 \uad6c\uc870\uc5d0 \ube44\uc720\ud558\uba74, \ub3c4\uc2dc\ub77d\uc5d0 \ubb38\uc81c\uac00 \uc0dd\uaca8 2,500\uc6d0\uc744 \uc804\uc561 \ud658\ubd88\ud574\uc8fc\ub354\ub77c\ub3c4 \uc5d4\ube44\ub514\uc544\uc5d0\ub294 \uc5ec\uc804\ud788 5,000\uc6d0\uc758 \uc774\uc775\uc774 \ub0a8\ub294 \uac83\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub354\uc6b1\uc774 \uc5d4\ube44\ub514\uc544\uc758 \ubcf4\uc99d \uc758\ubb34\ub294 ‘\ud310\ub9e4\uac00\uc758 25%’\uac00 \uc544\ub2c8\ub77c \uae08\uc735\uc0ac\uac00 \ub2f4\ubcf4\uc778\uc815\ube44\uc728(LTV)\uc744 \uc801\uc6a9\ud574 \uc0b0\ucd9c\ud55c ‘\uc794\uc5ec \ub2f4\ubcf4\uac00\uce58\uc758 25%’\uc5d0 \ubd88\uacfc\ud569\ub2c8\ub2e4. \ub610\ud55c \ubaa8\ub4e0 \ub300\ucd9c \uac74\uc744 \ubb36\uc5b4\uc11c \ubcf4\uc99d\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \ube45\ud14c\ud06c \ubc0f AI \uc2a4\ud0c0\ud2b8\uc5c5\ubcc4\ub85c \uac1c\ubcc4 \ubd84\ub9ac \ubcf4\uc99d\uc744 \uc801\uc6a9\ud558\uae30 \ub54c\ubb38\uc5d0, \ud2b9\uc815 \uae30\uc5c5\uc758 \ucc44\ubb34 \ubd88\uc774\ud589\uc774 \ubc1c\uc0dd\ud558\ub354\ub77c\ub3c4 \ud0c0 \uace0\uac1d\uc0ac\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 75%\uc758 \ub9c8\uc9c4\uc774 \uc644\ucda9 \uc5ed\ud560\uc744 \uc218\ud589\ud558\uc5ec \uc804\uccb4 \uc2dc\uc2a4\ud15c \ub9ac\uc2a4\ud06c\ub85c \uc804\uc774\ub420 \ud655\ub960\uc740 \ub9e4\uc6b0 \ub0ae\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uba54\ubaa8\ub9ac \uac00\uaca9 \uc555\ubc15 \uc18d \ub9c8\uc9c4 \ubc29\uc5b4\uc640 249\uc5b5 \ub2ec\ub7ec \ud68c\uc0ac\ucc44 \ubc1c\ud589\uc758 \ud568\uc758<\/h2>\n\n\n\n
\"\uace0\ub300\uc5ed\ud3ed<\/figure>\n\n\n\n

\uc5d4\ube44\ub514\uc544\uc758 2\ubd84\uae30 \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960\uc740 75.0%\ub97c \uae30\ub85d\ud558\uba70 \uac00\uc774\ub4dc\ub77c\uc778\uc744 \uc131\uacf5\uc801\uc73c\ub85c \ubc29\uc5b4\ud588\uc73c\ub098, 3\ubd84\uae30 \ub9c8\uc9c4 \uac00\uc774\ub358\uc2a4\ub294 74.0%\ub85c 1%\ud3ec\uc778\ud2b8 \uc18c\ud3ed \ud558\ud5a5 \uc870\uc815\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uacbd\uc601\uc9c4\uc740 \uc774\uc5d0 \ub300\ud574 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \ub4f1 \uae00\ub85c\ubc8c \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uacf5\uae09 \ubd80\uc871\uc5d0 \ub530\ub978 \uc6d0\uac00 \uc0c1\uc2b9 \uc555\ubc15\uc774 \uc8fc\uc694 \uc6d0\uc778\uc774\ub77c\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc6d0\uac00 \uc0c1\uc2b9 \uc18d\uc5d0\uc11c\ub3c4 74%\ub300\uc758 \ub9c8\uc9c4\uc744 \uc218\uc131\ud558\uace0 \uc788\ub2e4\ub294 \uc810\uc740 \uc5d4\ube44\ub514\uc544\uc758 \ub3c5\uc810\uc801\uc778 \uac00\uaca9 \uacb0\uc815\ub825\uc744 \uc99d\uba85\ud558\uc9c0\ub9cc, \uc774\ubc88 \ubd84\uae30 \ucc98\uc74c\uc73c\ub85c \ub2e8\ud589\ub41c 249\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ub300\uaddc\ubaa8 \ud68c\uc0ac\ucc44 \ubc1c\ud589\uc740 \uba74\ubc00\ud788 \uc0b4\ud3b4\ubcfc \ubcc0\uc218\uc785\ub2c8\ub2e4. \ud68c\uc0ac\ucc44 \ubc1c\ud589\uc73c\ub85c \uc778\ud574 \uc5d4\ube44\ub514\uc544\uc758 \ucd1d\ubd80\ucc44\ub294 495\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 913\uc5b5 \ub2ec\ub7ec\ub85c \uae09\uc99d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\ubc88 \ub300\uaddc\ubaa8 \uc790\uae08 \uc870\ub2ec\uc740 \uae09\uc99d\ud558\ub294 AI \ub370\uc774\ud130\uc13c\ud130 \uc218\uc694\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud55c TSMC \ubc0f SK\ud558\uc774\ub2c9\uc2a4\uc640\uc758 \uc120\uc81c\uc801 \uacf5\uae09\ub9dd \uce90\ud30c \ud655\ubcf4, \ucc28\uc138\ub300 \uacf5\uc815 R&D \ud22c\uc790, \uadf8\ub9ac\uace0 \ud30c\uc774\ub0b8\uc2f1 \uc9c0\uc6d0 \uccb4\uacc4\ub97c \uacf5\uace0\ud788 \ud558\uae30 \uc704\ud55c \uc804\ub7b5\uc801 \uc720\ub3d9\uc131 \ud655\ubcf4 \ucc28\uc6d0\uc73c\ub85c \ud480\uc774\ub429\ub2c8\ub2e4. \ube44\ub85d \ubd80\ucc44 \uaddc\ubaa8\ub294 \uc99d\uac00\ud588\uc73c\ub098 \ubd84\uae30\ub2f9 \uc218\ubc31\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\ub294 \uc555\ub3c4\uc801\uc778 \uc789\uc5ec\ud604\uae08\ud750\ub984(FCF) \ucc3d\ucd9c \ub2a5\ub825\uc744 \uace0\ub824\ud560 \ub54c \uc7ac\ubb34\uc801 \uc704\ud5d8\uc73c\ub85c \ubc88\uc9c8 \uac00\ub2a5\uc131\uc740 \uc81c\ud55c\uc801\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

AI \uc5d0\uc774\uc804\ud2b8 \uc804\ud658\uae30 \uc18d 2028\ub144 70% \uace0\uc131\uc7a5 \uc804\ub9dd\uacfc \uc2dc\uc7a5\uc758 \ucc28\uc775\uc2e4\ud604 \uc2ec\ub9ac<\/h2>\n\n\n\n
\"\uae00\ub85c\ubc8c<\/figure>\n\n\n\n

\uc5d4\ube44\ub514\uc544 \uacbd\uc601\uc9c4\uc740 \ucee8\ud37c\ub7f0\uc2a4 \ucf5c\uc744 \ud1b5\ud574 \ud68c\uacc4\uc5f0\ub3c4 2028\ub144\uae4c\uc9c0 \ub9e4\ucd9c\uc774 70% \uc99d\uac00\ud560 \uac83\uc774\ub77c\ub294 \uac15\ub825\ud55c \ub85c\ub4dc\ub9f5\uc744 \uc81c\uc2dc\ud588\uc2b5\ub2c8\ub2e4. \uc820\uc2a8 \ud669 CEO\ub294 \uc778\uac04\ubcf4\ub2e4 \ucef4\ud4e8\ud305 \ud30c\uc6cc\ub97c 15\ubc30\uc5d0\uc11c 100\ubc30 \uc774\uc0c1 \uc18c\ubaa8\ud558\ub294 ‘AI \uc5d0\uc774\uc804\ud2b8(Autonomous AI Agents)’\uc758 \ud655\uc0b0\uc774 \ubcf8\uaca9\ud654\ub418\uba74\uc11c \ub2e8\uc21c \ucc57\ubd07 \ub2e8\uacc4\ub97c \ub118\uc5b4\uc120 \ud3ed\ubc1c\uc801\uc778 \uc5f0\uc0b0 \uc218\uc694\uac00 \ubc1c\uc0dd\ud558\uace0 \uc788\ub2e4\uace0 \uc124\uba85\ud588\uc2b5\ub2c8\ub2e4. \uc2e4\uc81c\ub85c \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \uad6c\uae00, \uba54\ud0c0 \ub4f1 5\ub300 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \uc5f0\uac04 \uc124\ube44\ud22c\uc790(CapEx)\ub294 2026\ub144 8,000\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2027\ub144 1\uc870 3,000\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uac00\ud30c\ub974\uac8c \ud655\ub300\ub420 \uc804\ub9dd\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\uacb0\ub860\uc801\uc73c\ub85c \uc5d4\ube44\ub514\uc544\uc758 \uc774\ubc88 \uc2e4\uc801 \ubc1c\ud45c\ub294 \ub9e4\ucd9c, \ub9c8\uc9c4, \ubbf8\ub798 \uac00\uc774\ub358\uc2a4, \uc2e0\uc81c\ud488 \ucd9c\uc2dc\uae4c\uc9c0 \ubaa8\ub4e0 \uba74\uc5d0\uc11c \ud380\ub354\uba58\ud138\uc758 \ubb34\uacb0\ud568\uc744 \uc99d\uba85\ud55c \uc644\ubcbd\ud55c \uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988\uc600\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc \uc5d4\ube44\ub514\uc544 \uc8fc\uac00\ub294 \ucd5c\uadfc 4\ubd84\uae30 \uc5f0\uc18d\uc73c\ub85c \ucee8\uc13c\uc11c\uc2a4\ub97c \ub300\ud3ed \uc0c1\ud68c\ud558\uace0\ub3c4 \uc2e4\uc801 \ubc1c\ud45c \uc9c1\ud6c4 \ucc28\uc775\uc2e4\ud604 \ub9e4\ubb3c\ub85c \uc778\ud574 \ud558\ub77d\ud588\ub358 \uc804\ub840(Q2 FY26 -0.79%, Q3 FY26 -3.15%, Q4 FY26 -5.46%, Q1 FY27 -1.77%)\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uacb0\uad6d \ud5a5\ud6c4 \uc8fc\uac00\uc758 \ub2e8\uae30 \ud5a5\ubc29\uc740 \uae30\uc5c5\uc758 \uc2e4\uc801 \uacb0\ud568 \uc5ec\ubd80\uac00 \uc544\ub2c8\ub77c, \uc774\ubbf8 \uadf9\ub2e8\uc801\uc73c\ub85c \ub192\uc544\uc9c4 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc758 \uc2ec\ub9ac\uc801 \ub208\ub192\uc774\uc640 \ubc38\ub958\uc5d0\uc774\uc158 \ubd80\ub2f4\uc744 \uc2dc\uc7a5\uc774 \uc5b4\ub5bb\uac8c \uc18c\ud654\ud574 \ub0b4\ub290\ub0d0\uc5d0 \ub2ec\ub824 \uc788\uc2b5\ub2c8\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \ub2e8\uae30 \uc8fc\uac00 \ubcc0\ub3d9\uc131\uc5d0 \ub9e4\ubab0\ub418\uae30\ubcf4\ub2e4 AI \uc5d0\uc774\uc804\ud2b8 \uc804\ud658\uc5d0 \ub530\ub978 5\ub300 \ube45\ud14c\ud06c\uc758 \uc2e4\uc9c8 CapEx \uc9d1\ud589 \ucd94\uc774\uc640 \ubca0\ub77c \ub8e8\ube48\uc758 \ubcf8\uaca9\uc801\uc778 \uc591\uc0b0 \uc218\uc728\uc744 \uc911\uc7a5\uae30 \ud310\ub2e8\uc758 \ud575\uc2ec \uc9c0\ud45c\ub85c \uc0bc\uc544\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\ucc38\uc870 \uc790\ub8cc<\/h2>\n\n\n\n