{"id":613,"date":"2026-08-26T23:51:42","date_gmt":"2026-08-26T23:51:42","guid":{"rendered":"https:\/\/news.baramsol.com\/?p=613"},"modified":"2026-08-26T23:51:42","modified_gmt":"2026-08-26T23:51:42","slug":"%ec%97%94%eb%b9%84%eb%94%94%ec%95%84%ea%b0%80-%eb%8b%a8%ec%9d%bc-%eb%b6%84%ea%b8%b0-%eb%a7%a4%ec%b6%9c-962%ec%96%b5-%eb%8b%ac%eb%9f%ac%ec%99%80-%ec%98%81%ec%97%85%ec%9d%b4%ec%9d%b5%eb%a5%a0-66-2","status":"publish","type":"post","link":"https:\/\/news.baramsol.com\/?p=613","title":{"rendered":"\uc5d4\ube44\ub514\uc544\uac00 \ub2e8\uc77c \ubd84\uae30 \ub9e4\ucd9c 962\uc5b5 \ub2ec\ub7ec\uc640 \uc601\uc5c5\uc774\uc775\ub960 66.2%\ub85c AI \ud22c\uc790 \uc815\uc810 \uc6b0\ub824\ub97c \ubd88\uc2dd\uc2dc\ud0a4\uba74\uc11c \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc758 HBM4 \uc218\ud61c \uae30\ub300\uac10\uc774 \ub2e4\uc2dc \ucee4\uc9c0\uace0 \uc788\ub2e4"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\uc778\uacf5\uc9c0\ub2a5(AI) \uc0b0\uc5c5\uc5d0 \ub300\ud55c \ub9c9\ub300\ud55c \uc124\ube44\ud22c\uc790\uac00 \ud55c\uacc4\uc5d0 \ub2ec\ud588\ub2e4\ub294 \uc774\ub978\ubc14 &#8216;AI \ud53c\ud06c\uc544\uc6c3\ub860&#8217;\uc740 \uc774\ubc88\uc5d0\ub3c4 \uae30\uc6b0\uc5d0 \ubd88\uacfc\ud588\uc2b5\ub2c8\ub2e4. \uae00\ub85c\ubc8c AI \uce69 \uc2dc\uc7a5\uc758 \uc808\ub300 \uac15\uc790 \uc5d4\ube44\ub514\uc544\uac00 2027\ud68c\uacc4\uc5f0\ub3c4 2\ubd84\uae30(5~7\uc6d4) \uc2e4\uc801\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \ubaa8\ub4e0 \ud68c\uc758\ub860\uc744 \uc555\ub3c4\ud558\ub294 \uc22b\uc790\ub97c \ub0b4\ub193\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\uac00 \ubc1c\ud45c\ud55c \uc774\ubc88 \ubd84\uae30 \ub9e4\ucd9c\uc740 962\uc5b5 2,100\ub9cc \ub2ec\ub7ec(\ud55c\ud654 \uc57d 130\uc870 \uc6d0)\ub85c, \uc2dc\uc7a5 \uc870\uc0ac\uae30\uad00 LSEG \uae30\uc900 \ucee8\uc13c\uc11c\uc2a4(\uc99d\uad8c\uac00 \ud3c9\uade0 \uc804\ub9dd\uce58)\uc600\ub358 921\uc5b5 7,000\ub9cc \ub2ec\ub7ec\ub97c \ubb34\ub824 40\uc5b5 \ub2ec\ub7ec \uc774\uc0c1 \uc6c3\ub3c4\ub294 &#8216;\uc5b4\ub2dd\uc11c\ud504\ub77c\uc774\uc988(\uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \ud06c\uac8c \ub6f0\uc5b4\ub118\uc740 \uc2e4\uc801)&#8217;\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc601\uc5c5\uc774\uc775\ub960 \ub610\ud55c 66.2%\uc5d0 \ub2ec\ud558\uba70 \ub2e8\uc77c \ubd84\uae30 \uc601\uc5c5\uc774\uc775\ub9cc 637\uc5b5 \ub2ec\ub7ec\ub97c \ucc0d\uc5c8\uc2b5\ub2c8\ub2e4. \ubc1c\ud45c \uc9c1\ud6c4 \uc2dc\uac04\uc678 \uac70\ub798\uc5d0\uc11c \uc8fc\uac00\ub294 4% \uc774\uc0c1 \uae09\ub4f1\ud558\uba70 \uae00\ub85c\ubc8c \ud14c\ud06c \uc2dc\uc7a5 \uc804\ubc18\uc758 \ud22c\uc790\uc2ec\ub9ac\ub97c \ub2e8\uc228\uc5d0 \ud68c\ubcf5\uc2dc\ucf30\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ube45\ud14c\ud06c CapEx \ud655\ub300\uc640 \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c \ube44\uc911 90% \ub3cc\ud30c\uac00 \uc99d\uba85\ud55c \uacac\uace0\ud55c \uae30\ucd08\uccb4\ub825<\/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-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640-.png\" alt=\"\ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c \ube44\uc911 90% \ub3cc\ud30c\uc640 \uae00\ub85c\ubc8c AI \uc778\ud504\ub77c \ud22c\uc790\uc758 \ud655\uc7a5\uc744 \uc2dc\uac01\uc801\uc73c\ub85c \ud45c\ud604\" class=\"wp-image-609\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640-.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640--300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640--1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640--768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\uc758 \uc131\uc7a5\uc740 \ub2e8\uc21c\ud55c \ubd84\uae30 \ud638\uc2e4\uc801\uc744 \ub118\uc5b4 \uc0ac\uc5c5 \uad6c\uc870 \uc790\uccb4\uac00 \uc644\uc804\ud788 \uc7ac\ud3b8\ub418\uc5c8\uc74c\uc744 \uc99d\uba85\ud569\ub2c8\ub2e4. \ub2f9\ubd84\uae30 \uc804\uccb4 \ub9e4\ucd9c 962.2\uc5b5 \ub2ec\ub7ec \uc911 \ub370\uc774\ud130\uc13c\ud130 \ubd80\ubb38 \ub9e4\ucd9c\uc740 890\uc5b5 \ub2ec\ub7ec\ub85c \uc804\uccb4\uc758 90%\ub97c \ub118\uc5b4\uc130\uc2b5\ub2c8\ub2e4. \uc804\ub144 \ub3d9\uae30 \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c(\uc57d 410\uc5b5 \ub2ec\ub7ec) \ub300\ube44 117% \uc99d\uac00\ud588\uace0, \uc9c1\uc804 \ubd84\uae30(\uc57d 754\uc5b5 \ub2ec\ub7ec)\uc640 \ube44\uad50\ud574\ub3c4 18% \ub298\uc5b4\ub0ac\uc2b5\ub2c8\ub2e4. \uc774\uc81c \uc5d4\ube44\ub514\uc544\ub294 \uadf8\ub798\ud53d\uce74\ub4dc \uc81c\uc870\uc0ac\ub97c \ub118\uc5b4 \uc0ac\uc2e4\uc0c1 &#8216;AI \ub370\uc774\ud130\uc13c\ud130 \ud50c\ub7ab\ud3fc \uae30\uc5c5&#8217;\uc73c\ub85c \uc644\ubcbd\ud788 \uc790\ub9ac \uc7a1\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uad6c\uc870\uc801 \uc131\uc7a5\uc758 \uadfc\uc6d0\uc740 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \uc544\ub9c8\uc874, \uc54c\ud30c\ubcb3(\uad6c\uae00), \uba54\ud0c0 \ub4f1 \uae00\ub85c\ubc8c \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc758 \uacf5\uaca9\uc801\uc778 &#8216;CapEx(Capital Expenditures, \ubbf8\ub798 \uc218\uc775 \ucc3d\ucd9c\uc744 \uc704\ud55c \ub300\uaddc\ubaa8 \uc124\ube44\u00b7\uc778\ud504\ub77c \ud22c\uc790 \ube44\uc6a9)&#8217; \uc9d1\ud589\uc785\ub2c8\ub2e4. \uc8fc\uc694 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 \uc124\ube44\ud22c\uc790\ub294 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 90% \uc774\uc0c1 \uc99d\uac00\ud558\uba70 \ub454\ud654 \uc870\uc9d0\uc744 \ubcf4\uc774\uc9c0 \uc54a\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc5c5\uc774 \uc0dd\uc131\ud615 AI \ubaa8\ub378 \uace0\ub3c4\ud654\uc640 \ub370\uc774\ud130\uc13c\ud130 \ud655\ucda9\uc5d0 \uc3df\uc544\ubd93\ub294 \uc790\ubcf8 \uc9c0\ucd9c\uc774 \uace0\uc2a4\ub780\ud788 \uc5d4\ube44\ub514\uc544\uc758 \uace0\uc131\ub2a5 \uac00\uc18d\uae30 \uc8fc\ubb38\uc73c\ub85c \uc9c1\uacb0\ub418\ub294 \uc120\uc21c\ud658 \uace0\ub9ac\uac00 \uc791\ub3d9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">| \uad6c\ubd84 | 2025\ub144 2\ubd84\uae30(\uc804\ub144\ub3d9\uae30) | 2026\ub144 1\ubd84\uae30(\uc804\ubd84\uae30) | 2026\ub144 2\ubd84\uae30(\ub2f9\ubd84\uae30) | \uc804\ub144\ub3d9\uae30 \ub300\ube44 \uc99d\uac10\ub960 | \uc804\ubd84\uae30 \ub300\ube44 \uc99d\uac10\ub960 | | :&#8212; | :&#8212; | :&#8212; | :&#8212; | :&#8212; | :&#8212; | | \ub9e4\ucd9c\uc561 | 467.4\uc5b5 \ub2ec\ub7ec | 816.2\uc5b5 \ub2ec\ub7ec | 962.2\uc5b5 \ub2ec\ub7ec | +106% | +18% | | \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c | \uc57d 410\uc5b5 \ub2ec\ub7ec | \uc57d 754\uc5b5 \ub2ec\ub7ec | 890.0\uc5b5 \ub2ec\ub7ec | +117% | +18% | | \uc601\uc5c5\uc774\uc775 | 280\uc5b5 \ub2ec\ub7ec \uc218\uc900 | 535\uc5b5 \ub2ec\ub7ec | 637\uc5b5 \ub2ec\ub7ec | +127% | +19% | | \uc601\uc5c5\uc774\uc775\ub960 | 60.4%(\uc5f0\uac04 \ud3c9\uade0) | 65.6% | 66.2% | +5.8%p | +0.6%p |<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ucc28\uc138\ub300 AI \uac00\uc18d\uae30 &#8216;\ubca0\ub77c \ub8e8\ube48&#8217; \uc120\uc8fc\ubb38 \uc720\uc785\uacfc \uaebe\uc774\uc9c0 \uc54a\ub294 \uc138\ub300\uad50\uccb4 \uc218\uc694<\/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-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640-.png\" alt=\"\uc5d4\ube44\ub514\uc544 \ucc28\uc138\ub300 \uac00\uc18d\uae30 \ud558\ub4dc\uc6e8\uc5b4\uc640 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c\uc758 \uc815\ubc00\ud55c \uae30\uc220\ub825 \uc804\ub2ec\" class=\"wp-image-610\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640-.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640--300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640--1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640--768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uc7a5\uc774 \uc6b0\ub824\ud588\ub358 &#8216;\uae30\uc874 \uc81c\ud488 \ud310\ub9e4 \ub454\ud654\uc640 \uc2e0\uc81c\ud488 \ub300\uae30 \uc218\uc694 \uc0ac\uc774\uc758 \uac04\uadf9(\uc5d0\uc5b4\ud3ec\ucf13)&#8217;\uc740 \ubc1c\uc0dd\ud558\uc9c0 \uc54a\uc558\uc2b5\ub2c8\ub2e4. \ud604 \uc138\ub300 \uc8fc\ub825\uc778 \ube14\ub799\uc6f0(Blackwell) \uc544\ud0a4\ud14d\ucc98 \uae30\ubc18 \uac00\uc18d\uae30\uc758 \ud3ed\ubc1c\uc801 \uc218\uc694\uac00 \uc720\uc9c0\ub418\ub294 \uac00\uc6b4\ub370, \ucc28\uc138\ub300 \uc544\ud0a4\ud14d\ucc98\uc778 &#8216;\ubca0\ub77c \ub8e8\ube48(Vera Rubin)&#8217;\uc744 \ud5a5\ud55c \uae00\ub85c\ubc8c \uace0\uac1d\uc0ac\ub4e4\uc758 \uc120\uc8fc\ubb38\uc774 \uc870\uae30\uc5d0 \ub300\uac70 \uc720\uc785\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud1b5\uc0c1 \ud558\ub4dc\uc6e8\uc5b4 \uc138\ub300\uad50\uccb4 \uc8fc\uae30\uc5d0\uc11c\ub294 \uad6c\ud615 \uc81c\ud488 \uc8fc\ubb38 \ucde8\uc18c\uc640 \uc2e0\uc81c\ud488 \ucd9c\uc2dc \uc9c0\uc5f0\uc73c\ub85c \uc778\ud55c \uc2e4\uc801 \uacf5\ubc31\uc774 \ubc1c\uc0dd\ud558\uae30 \uc27d\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc5d4\ube44\ub514\uc544\uc758 \uc0dd\ud0dc\uacc4 \uc7a5\uc545\ub825(CUDA \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ud50c\ub7ab\ud3fc)\uacfc \uace0\uc131\ub2a5 \uc5f0\uc0b0 \uc218\uc694\uc758 \uac00\uc18d\ud654\ub294 \uae30\uc874 \uc81c\ud488\uc758 \uc9c0\uc18d\uc801 \ucd9c\ud558\uc640 \ucc28\uc138\ub300 \ud50c\ub7ab\ud3fc\uc5d0 \ub300\ud55c \uc0ac\uc804 \uacc4\uc57d\uc744 \ub3d9\uc2dc\uc5d0 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 AI \uc778\ud504\ub77c \ud655\uc7a5\uc774 \uc5ec\uc804\ud788 \ucd08\uae30~\uc911\uae30 \ud655\uc7a5 \uad6d\uba74\uc5d0 \uba38\ubb3c\ub7ec \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uacb0\uc815\uc801 \uc9c0\ud45c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub97c \ud5a5\ud55c \uc8fc\uac00 \ubc18\ub4f1 \ud2b8\ub9ac\uac70\uc640 HBM4 \uacf5\uae09 \ub85c\ub4dc\ub9f5<\/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-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640-.png\" alt=\"\uad6d\ub0b4 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc81c\uc870 \ubc0f \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \uc0dd\uc0b0 \ud604\uc7a5\uc758 \uc804\ubb38\uc131\uc744 \uac15\uc870\" class=\"wp-image-611\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640-.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640--300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640--1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640--768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\uc758 \uc11c\ud504\ub77c\uc774\uc988 \uc2e4\uc801\uc740 \uc2e4\uc801 \ubc1c\ud45c \uc804 \uacbd\uacc4\uc2ec\ub9ac\ub85c \uc870\uc815\uc744 \uacaa\ub358 \uad6d\ub0b4 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \ubc38\ub958\uccb4\uc778\uc5d0 \uc989\uac01\uc801\uc778 \ud638\uc7ac\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \uacfc\uac70 \uc2e4\uc801 \ubc1c\ud45c \uc0ac\ub840\ub97c \ubcf4\ub354\ub77c\ub3c4 \uc5d4\ube44\ub514\uc544\uc758 \ud638\uc2e4\uc801\uc740 \ub2e4\uc74c \ub0a0 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc8fc\uac00 \ub3d9\ubc18 \uc0c1\uc2b9\uc73c\ub85c \uc9c1\uacb0\ub418\ub294 \uacbd\ud5a5\uc774 \ub69c\ub837\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">| \uc5d4\ube44\ub514\uc544 \uc2e4\uc801 \ubc1c\ud45c\uc77c | \uc0bc\uc131\uc804\uc790 \uc775\uc77c \ub4f1\ub77d\ub960 | SK\ud558\uc774\ub2c9\uc2a4 \uc775\uc77c \ub4f1\ub77d\ub960 | \uc2dc\uc7a5 \ubc18\uc751 \uc694\uc57d | | :&#8212; | :&#8212; | :&#8212; | :&#8212; | | 2025.08.28 | -1.42% | +3.27% | HBM \uacf5\uae09 \ucc28\ubcc4\ud654\uc5d0 \ub530\ub978 \uc5c7\uac08\ub9b0 \uc8fc\uac00 \ud750\ub984 | | 2025.11.20 | +4.25% | +1.60% | \ub370\uc774\ud130\uc13c\ud130 \uac00\uc18d\uae30 \uacf5\uae09\ub9dd \uc804\ubc18 \ub3d9\ubc18 \uac15\uc138 | | 2026.02.26 | +7.13% | +7.96% | \uc5f0\uac04 \uc2e4\uc801 \uc11c\ud504\ub77c\uc774\uc988\ub85c \ubc18\ub3c4\uccb4 \ub300\ud615\uc8fc \ub7a0\ub9ac | | 2026.05.21 | +8.51% | +11.17% | AI \uac00\uc18d\uae30 \uc218\uc694 \ud655\uc778\uc5d0 \ub530\ub978 \uc5ed\uc0ac\uc801 \uae09\ub4f1 |<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e8\uae30 \uc8fc\uac00 \ubc18\ub4f1\uc744 \ub118\uc5b4 \uc911\uc7a5\uae30 \ud575\uc2ec \uad00\uc804 \ud3ec\uc778\ud2b8\ub294 &#8216;HBM4(6\uc138\ub300 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac)&#8217; \uacf5\uae09 \uacbd\uc7c1\uc785\ub2c8\ub2e4. \ucc28\uc138\ub300 \uce69\uc778 \ubca0\ub77c \ub8e8\ube48\uc5d0\ub294 \uae30\uc874 5\uc138\ub300(HBM3E)\ubcf4\ub2e4 \ub300\uc5ed\ud3ed\uacfc \uc804\ub825 \ud6a8\uc728\uc774 \ub300\ud3ed \ud5a5\uc0c1\ub41c HBM4\uac00 \ud0d1\uc7ac\ub429\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544 \ub370\uc774\ud130\uc13c\ud130 \uc218\uc694\uac00 \uac15\ub825\ud788 \uc720\uc9c0\ub428\uc5d0 \ub530\ub77c SK\ud558\uc774\ub2c9\uc2a4\uc758 \ub3c5\uc810\uc801 HBM \uacf5\uae09 \uc9c0\ubc30\ub825 \uc720\uc9c0 \uc5ec\ubd80\uc640 \uc0bc\uc131\uc804\uc790\uc758 \ucc28\uc138\ub300 HBM4 \uc9c4\uc785 \uc131\uacfc\uac00 \uc591\uc0ac\uc758 \uc2e4\uc801 \uc131\uc7a5\uc744 \uc88c\uc6b0\ud560 \ud575\uc2ec \uc7a3\ub300\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI \uc0ac\uc774\ud074\uc758 \uc9c0\uc18d\uc131\uacfc \ud22c\uc790\uc790\uac00 \uc8fc\uc2dc\ud574\uc57c \ud560 \ud575\uc2ec \ubcc0\uc218<\/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\/04-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640-.png\" alt=\"\uae00\ub85c\ubc8c \ud14c\ud06c \uc2dc\uc7a5\uc758 \ud22c\uc790 \ubd84\uc11d \ubc0f \uac70\uc2dc\uacbd\uc81c\uc801 \uc758\uc0ac\uacb0\uc815 \ud658\uacbd\uc744 \uc2dc\uac01\ud654\" class=\"wp-image-612\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/04-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640-.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/04-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640--300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/04-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640--1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/04-\uc5d4\ube44\ub514\uc544\uac00-\ub2e8\uc77c-\ubd84\uae30-\ub9e4\ucd9c-962\uc5b5-\ub2ec\ub7ec\uc640--768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ubc88 \uc2e4\uc801 \ubc1c\ud45c\ub294 \uc5d4\ube44\ub514\uc544\uac00 \ub2e8\uc21c \ubc18\ub3c4\uccb4 \uc81c\uc870\uc0ac\uac00 \uc544\ub2c8\ub77c \uae00\ub85c\ubc8c AI \uc778\ud504\ub77c \ud655\uc7a5\uc758 &#8216;\uccb4\uc628\uacc4&#8217;\uc774\uc790 &#8216;\uc911\ucd94 \ud50c\ub7ab\ud3fc&#8217;\uc784\uc744 \uc7ac\ud655\uc778\uc2dc\ucf1c \uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. \ubd84\uae30 962\uc5b5 \ub2ec\ub7ec\ub77c\ub294 \uacbd\uc774\uc801\uc778 \ub9e4\ucd9c\uacfc 66%\ub300\uc758 \uc601\uc5c5\uc774\uc775\ub960\uc740 AI \uc778\ud504\ub77c \uc124\ube44\ud22c\uc790\uac00 \uc5ec\uc804\ud788 \uacac\uace0\ud55c \uc2e4\uc9c8 \uc218\uc694\uc5d0 \uae30\ubc18\ud558\uace0 \uc788\uc74c\uc744 \uc99d\uba85\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\ub9cc \uc911\uc7a5\uae30 \uad00\uc810\uc5d0\uc11c \ud22c\uc790\uc790\ub4e4\uc740 \ub450 \uac00\uc9c0 \ubcc0\uc218\ub97c \uba74\ubc00\ud788 \uc810\uac80\ud574\uc57c \ud569\ub2c8\ub2e4. \uccab\uc9f8, \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc774 AI \ud22c\uc790 \ub300\ube44 \uc218\uc775\ud654(Monetization)\ub97c \uc2e4\uc9c8\uc801\uc73c\ub85c \ub2ec\uc131\ud558\ub294 \uc2dc\uc810\uc785\ub2c8\ub2e4. \ucd5c\uc885 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc11c\ube44\uc2a4 \ub2e8\uacc4\uc5d0\uc11c \uae30\ub300\ub9cc\ud07c\uc758 \uc218\uc775\uc774 \ucc3d\ucd9c\ub418\uc9c0 \uc54a\uc744 \uacbd\uc6b0 \uc911\uc7a5\uae30 CapEx \ucd95\uc18c \uc555\ubc15\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub458\uc9f8, HBM4 \uc591\uc0b0 \uacfc\uc815\uc5d0\uc11c\uc758 \uc218\uc728 \ud655\ubcf4\uc640 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1 \uc5ec\ubd80\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\uc218\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud604\uc7ac \uc2dc\uc810\uc5d0\uc11c\ub294 \ub370\uc774\ud130\uc13c\ud130 \ud655\uc7a5\uc774 \uacac\uace0\ud558\uac8c \uc9c0\uc18d\ub418\uace0 \uc788\uc73c\ubbc0\ub85c, \ub20c\ub824\uc788\ub358 \uad6d\ub0b4 \ubc18\ub3c4\uccb4 \ub300\ud45c\uc8fc\uc758 \ubc38\ub958\uc5d0\uc774\uc158 \uc7ac\ud3c9\uac00 \uc2dc\ub098\ub9ac\uc624\uc5d0 \ubb34\uac8c\ub97c \ub458 \ud544\uc694\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ucc38\uc870 \uc790\ub8cc<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/investor.nvidia.com\" target=\"_blank\" rel=\"noopener\">NVIDIA Investor Relations: Quarterly Financial Results<\/a><\/li>\n<li><a href=\"https:\/\/www.lseg.com\" target=\"_blank\" rel=\"noopener\">LSEG Data &#038; Analytics: Consensus Estimates Overview<\/a><\/li>\n<li><a href=\"https:\/\/www.skhynix.com\" target=\"_blank\" rel=\"noopener\">SK hynix IR: High Bandwidth Memory Roadmap<\/a><\/li>\n<li><a href=\"https:\/\/www.samsung.com\/global\/ir\" target=\"_blank\" rel=\"noopener\">Samsung Electronics Investor Relations<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\uc778\uacf5\uc9c0\ub2a5(AI) \uc0b0\uc5c5\uc5d0 \ub300\ud55c \ub9c9\ub300\ud55c \uc124\ube44\ud22c\uc790\uac00 \ud55c\uacc4\uc5d0 \ub2ec\ud588\ub2e4\ub294 \uc774\ub978\ubc14 &#8216;AI \ud53c\ud06c\uc544\uc6c3\ub860&#8217;\uc740 \uc774\ubc88\uc5d0\ub3c4 \uae30\uc6b0\uc5d0 \ubd88\uacfc\ud588\uc2b5\ub2c8\ub2e4. \uae00\ub85c\ubc8c AI \uce69 \uc2dc\uc7a5\uc758 \uc808\ub300 \uac15\uc790 \uc5d4\ube44\ub514\uc544\uac00 2027\ud68c\uacc4\uc5f0\ub3c4 2\ubd84\uae30(5~7\uc6d4) \uc2e4\uc801\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \ubaa8\ub4e0 \ud68c\uc758\ub860\uc744 \uc555\ub3c4\ud558\ub294 \uc22b\uc790\ub97c \ub0b4\ub193\uc558\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uac00 \ubc1c\ud45c\ud55c \uc774\ubc88 \ubd84\uae30 \ub9e4\ucd9c\uc740 962\uc5b5 2,100\ub9cc \ub2ec\ub7ec(\ud55c\ud654 \uc57d 130\uc870 \uc6d0)\ub85c, \uc2dc\uc7a5 \uc870\uc0ac\uae30\uad00 LSEG \uae30\uc900 \ucee8\uc13c\uc11c\uc2a4(\uc99d\uad8c\uac00 \ud3c9\uade0 \uc804\ub9dd\uce58)\uc600\ub358 921\uc5b5 7,000\ub9cc \ub2ec\ub7ec\ub97c \ubb34\ub824 40\uc5b5 \ub2ec\ub7ec \uc774\uc0c1 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-613","post","type-post","status-publish","format-standard","hentry","category-1"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"\uc778\uacf5\uc9c0\ub2a5(AI) \uc0b0\uc5c5\uc5d0 \ub300\ud55c \ub9c9\ub300\ud55c \uc124\ube44\ud22c\uc790\uac00 \ud55c\uacc4\uc5d0 \ub2ec\ud588\ub2e4\ub294 \uc774\ub978\ubc14 &#039;AI \ud53c\ud06c\uc544\uc6c3\ub860&#039;\uc740 \uc774\ubc88\uc5d0\ub3c4 \uae30\uc6b0\uc5d0 \ubd88\uacfc\ud588\uc2b5\ub2c8\ub2e4. \uae00\ub85c\ubc8c AI \uce69 \uc2dc\uc7a5\uc758 \uc808\ub300 \uac15\uc790 \uc5d4\ube44\ub514\uc544\uac00 2027\ud68c\uacc4\uc5f0\ub3c4 2\ubd84\uae30(5~7\uc6d4) \uc2e4\uc801\uc744 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