{"id":639,"date":"2026-08-27T12:18:47","date_gmt":"2026-08-27T12:18:47","guid":{"rendered":"https:\/\/news.baramsol.com\/?p=639"},"modified":"2026-08-27T12:18:47","modified_gmt":"2026-08-27T12:18:47","slug":"%ec%97%90%ec%9d%b4%ec%a0%84%ed%8b%b1-ai%ec%9d%98-%ed%99%95%ec%82%b0%ec%9c%bc%eb%a1%9c-%ec%a4%91%ec%95%99%ec%b2%98%eb%a6%ac%ec%9e%a5%ec%b9%98%ec%99%80-%eb%a9%94%eb%aa%a8%eb%a6%ac-%eb%b3%91%eb%aa%a9","status":"publish","type":"post","link":"https:\/\/news.baramsol.com\/?p=639","title":{"rendered":"\uc5d0\uc774\uc804\ud2f1 AI\uc758 \ud655\uc0b0\uc73c\ub85c \uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640 \uba54\ubaa8\ub9ac \ubcd1\ubaa9\uc774 \uc7ac\ubd80\uac01\ub418\uba74\uc11c \ub2e8\uc77c \uce69 \ubca0\ud305\ubcf4\ub2e4 \ubc18\ub3c4\uccb4 \ubc38\ub958\uccb4\uc778 \uc804\ubc18\uc744 \ud3ec\uad04\ud558\ub294 ETF \ubd84\uc0b0 \ud22c\uc790\uac00 \ud544\uc218\uc801\uc778 \ub300\uc751 \uc804\ub7b5\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\ub2e4"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\ub2e8\uc21c\ud788 \uc0ac\uc6a9\uc790\uc758 \uc9c8\ubb38\uc5d0 \ub2f5\uc744 \ub0b4\ub193\ub358 \uc0dd\uc131\ud615 \uc778\uacf5\uc9c0\ub2a5(AI)\uc774 \uc2a4\uc2a4\ub85c \uc5c5\ubb34 \ubaa9\ud45c\ub97c \uc138\uc6b0\uace0 \uc138\ubd80 \uacfc\uc5c5\uc744 \uc870\uc728\ud558\ub294 &#8216;\uc5d0\uc774\uc804\ud2f1 AI(Agentic AI)&#8217;\ub85c \uc9c4\ud654\ud558\uba74\uc11c, \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \uc8fc\ub3c4\uad8c \uc9c0\ud615\uc774 \uadfc\ubcf8\uc801\uc778 \uc7ac\ud3b8\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacfc\uac70\uc5d0\ub294 \uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58(GPU) \uc911\uc2ec\uc758 \ub300\uaddc\ubaa8 \uc5f0\uc0b0 \ucc98\ub9ac\uac00 \uc2dc\uc7a5\uc758 \uc720\uc77c\ud55c \uad00\uc2ec\uc0ac\uc600\uc73c\ub098, \uc774\uc81c\ub294 \ubcf5\uc7a1\ud55c \uc791\uc5c5 \ud750\ub984\uc744 \uc9c0\ud718\ud558\ub294 \uc911\uc559\ucc98\ub9ac\uc7a5\uce58(CPU)\uc640 \uc774\ub97c \ub4b7\ubc1b\uce68\ud558\ub294 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\uc758 \uade0\ud615\uc774 \uc804\uccb4 \uc778\ud504\ub77c \uc131\ub2a5\uc744 \uacb0\uc815\uc9d3\ub294 \ud575\uc2ec \uc694\uc778\uc73c\ub85c \ubd80\uac01\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uc7a5\uc758 \uc2dc\uc120\uc774 \ud2b9\uc815 \ud558\ub4dc\uc6e8\uc5b4 \ubd80\ud488 \ud558\ub098\uc5d0\ub9cc \uba38\ubb34\ub97c \ub54c \ud22c\uc790\uc790\ub294 \uc804\uccb4 \ubcd1\ubaa9 \ud604\uc0c1\uc758 \uad6c\uc870\ub97c \ub193\uce58\uae30 \uc27d\uc2b5\ub2c8\ub2e4. AI \ubc18\ub3c4\uccb4 \uc0dd\ud0dc\uacc4\ub294 \uc5f0\uc0b0(GPU), \uc81c\uc5b4(CPU), \uc804\uc1a1(HBM)\uc774 \ub9de\ubb3c\ub824 \ub3cc\uc544\uac00\ub294 \ubcf5\ud569 \uc720\uae30\uccb4\ub85c \ubcc0\ubaa8\ud558\uace0 \uc788\uc73c\uba70, \uc774\uc5d0 \ub530\ub77c \uac1c\ubcc4 \uae30\uc5c5\uc774\ub098 \ud2b9\uc815 \uce69\uc14b\uc5d0\ub9cc \uc9d1\uc911\ud558\uae30\ubcf4\ub2e4 \ubc38\ub958\uccb4\uc778 \uc804\ubc18\uc744 \uace0\ub974\uac8c \ub2f4\uc544\ub0b4\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc811\uadfc\uc774 \uac00\uc7a5 \ud569\ub9ac\uc801\uc778 \ud22c\uc790 \ub300\uc548\uc73c\ub85c \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc5d0\uc774\uc804\ud2f1 AI \uc804\ud658\uacfc \ube45\ud14c\ud06c \uc790\uccb4 CPU \uac1c\ubc1c \uacbd\uc7c1<\/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-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8.png\" alt=\"\ub370\uc774\ud130\uc13c\ud130 \ub0b4\ubd80\uc758 \ucca8\ub2e8 \uc11c\ubc84 \ub799\uacfc \uace0\uc131\ub2a5 \ud504\ub85c\uc138\uc11c \ud558\ub4dc\uc6e8\uc5b4\ub97c \uc2dc\uac01\ud654\ud558\uc5ec CPU \uac1c\ubc1c \uacbd\uc7c1 \ubd84\uc704\uae30 \uc804\ub2ec\" class=\"wp-image-636\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8-300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8-1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8-768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\uacf5\uc9c0\ub2a5\uc758 \ud328\ub7ec\ub2e4\uc784\uc774 \ub2e8\ub2f5\ud615 \ucc57\ubd07\uc5d0\uc11c \ub2e4\ub2e8\uacc4 \ucd94\ub860\uacfc \uc790\uc728\uc801 \uc2e4\ud589\uc744 \uc218\ud589\ud558\ub294 \uc5d0\uc774\uc804\ud2f1 AI\ub85c \uc804\ud658\ub418\uba74\uc11c, \ub370\uc774\ud130\uc13c\ud130\uc758 \ub450\ub1cc \uc5ed\ud560\uc744 \ubd84\ub2f4\ud558\ub294 CPU\uc758 \uc911\uc694\uc131\uc774 \uae09\uaca9\ud788 \ucee4\uc84c\uc2b5\ub2c8\ub2e4. GPU\uac00 \ub300\uaddc\ubaa8 \ud589\ub82c \uc5f0\uc0b0\uc774\ub77c\ub294 \ub2e8\uc21c \ubc18\ubcf5 \uc791\uc5c5\uc744 \ucd08\uace0\uc18d\uc73c\ub85c \ucc98\ub9ac\ud558\ub294 &#8216;\ub300\uaddc\ubaa8 \uacc4\uc0b0 \uc804\ub2f4\ubc18&#8217;\uc774\ub77c\uba74, CPU\ub294 \uc804\uccb4 \uc791\uc5c5 \ud750\ub984\uc744 \ucabc\uac1c\uace0 \uc21c\uc11c\ub97c \ubc30\uce58\ud558\uba70 \ub2e4\uc591\ud55c \uc678\ubd80 \ub3c4\uad6c\uc640 \ud1b5\uc2e0\uc744 \uc870\uc728\ud558\ub294 &#8216;\ud604\uc7a5 \ucd1d\uad04 \uad00\ub9ac\uc790&#8217;\uc5d0 \ud574\ub2f9\ud569\ub2c8\ub2e4. \uc5d0\uc774\uc804\ud2b8 \ud658\uacbd\uc5d0\uc11c\ub294 \uc791\uc5c5 \uacc4\ud68d \uc218\ub9bd\uacfc \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158 \ube48\ub3c4\uac00 \ud3ed\uc99d\ud558\uae30 \ub54c\ubb38\uc5d0 CPU\uc758 \ucc98\ub9ac \uc5ed\ub7c9\uc774 \uc804\uccb4 \uc2dc\uc2a4\ud15c\uc758 \uc751\ub2f5 \uc18d\ub3c4\ub97c \uc88c\uc6b0\ud558\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uad6c\uc870\uc801 \ubcc0\ud654\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \uae00\ub85c\ubc8c \ube45\ud14c\ud06c\ub4e4\uc740 \ub3c5\uc790\uc801\uc778 \uace0\uc131\ub2a5 \ub370\uc774\ud130\uc13c\ud130 \uc804\uc6a9 CPU \ud655\ubcf4\uc5d0 \uc0ac\ud65c\uc744 \uac78\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 \ucc28\uc138\ub300 \ub370\uc774\ud130\uc13c\ud130 \uc804\uc6a9 CPU &#8216;\ubca0\ub77c(Vera)&#8217;\ub97c \uacf5\uac1c\ud558\uba70 GPU \uc758\uc874\ub3c4\ub97c \ub118\uc5b4\uc120 \ud1b5\ud569 \ud50c\ub7ab\ud3fc \uc804\ub7b5\uc744 \uac00\uc18d\ud654\ud588\uace0, \uad6c\uae00\uc740 \uc790\uccb4 \uac1c\ubc1c\ud55c &#8216;\uc5d1\uc2dc\uc628(Axion)&#8217;\uc744 \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c\uc5d0 \uc804\uba74 \ubc30\uce58\ud558\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \uc5ed\uc2dc \uc5d0\uc774\uc804\ud2f1 AI \ud658\uacbd\uc5d0 \ucd5c\uc801\ud654\ub41c &#8216;\uc560\uc800 \ucf54\ubc1c\ud2b8 200(Azure Cobalt 200)&#8217;\uc744 \uc120\ubcf4\uc600\uc73c\uba70, \ubc18\ub3c4\uccb4 \uc124\uacc4 \uc790\uc0b0\uc758 \ud45c\uc900\uc744 \uc950\uace0 \uc788\ub294 ARM\ub9c8\uc800 \ucc3d\ub9bd 35\ub144 \ub9cc\uc5d0 \ub370\uc774\ud130\uc13c\ud130 \uc804\uc6a9 CPU \uc2dc\uc7a5\uc5d0 \uc9c1\uc811 \ub6f0\uc5b4\ub4e4\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ucc98\ub7fc \ube45\ud14c\ud06c\ub4e4\uc774 \uc790\uccb4 \uc2e4\ub9ac\ucf58\uc744 \uc804\uba74\uc5d0 \ub0b4\uc138\uc6b0\ub294 \ud750\ub984\uc740 \ud2b9\uc815 \uce69 \uc81c\uc870\uc0ac\uc758 \ub3c5\uc810 \uad6c\uc870\ub97c \ud754\ub4e4\uace0 \ud558\ub4dc\uc6e8\uc5b4 \uc8fc\ub3c4\uad8c \uacbd\uc7c1\uc744 \ub2e4\ubcc0\ud654\uc2dc\ud0a4\ub294 \uacb0\uc815\uc801 \uacc4\uae30\uac00 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ucf54\ub07c\ub9ac \uc6b0\ud654\ub85c \ubcf8 GPU\u00b7CPU\u00b7HBM\uc758 \uc0bc\uac01 \ubcd1\ubaa9 \uad6c\uc870<\/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-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8.png\" alt=\"GPU, CPU, HBM\uc774 \uacb0\ud569\ub41c \ubc18\ub3c4\uccb4 \uce69\uc14b\uc758 \ubb3c\ub9ac\uc801 \uacb0\ud569 \uad6c\uc870\uc640 \uc815\ubc00 \uc81c\uc870 \uae30\uc220 \ud45c\ud604\" class=\"wp-image-637\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8-300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8-1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8-768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\ub3c4\uc758 \uc720\uba85\ud55c \uc6b0\ud654\uc5d0\uc11c \ub208\uba3c \uc774\ub4e4\uc774 \ub9cc\uc9c4 \ucf54, \ub2e4\ub9ac, \uadc0\ub97c \uac01\uac01 \ubc40, \uae30\ub465, \ubd80\ucc44\ub77c \uc8fc\uc7a5\ud588\ub4ef\uc774, AI \ud558\ub4dc\uc6e8\uc5b4 \uc2dc\uc7a5\uc5d0\uc11c\ub3c4 \ub2e8\ud3b8\uc801\uc778 \ubd80\ud488 \ud558\ub098\ub9cc\uc744 \uc804\uccb4 \ud601\uc2e0\uc758 \ubcf8\uc9c8\ub85c \ub2e8\uc815\ud558\ub294 \uc6b0\ub97c \ubc94\ud558\uae30 \uc27d\uc2b5\ub2c8\ub2e4. GPU\ub9cc\uc73c\ub85c\ub294 \ubcf5\uc7a1\ud55c \uc791\uc5c5 \ud750\ub984\uc744 \uc9c0\ud718\ud560 \uc218 \uc5c6\uace0, \uace0\uc131\ub2a5 CPU\ub9cc\uc73c\ub85c\ub294 \uac70\ub300 \uc5b8\uc5b4 \ubaa8\ub378\uc758 \uac00\uc911\uce58 \uc5f0\uc0b0\uc744 \uac10\ub2f9\ud560 \uc218 \uc5c6\uc73c\uba70, \ub370\uc774\ud130\ub97c \ucd08\uace0\uc18d\uc73c\ub85c \uc2e4\uc5b4 \ub098\ub974\ub294 HBM\uc774 \uc5c6\ub2e4\uba74 \ub450 \uc5f0\uc0b0 \uc7a5\uce58 \ubaa8\ub450 \ub370\uc774\ud130 \ub300\uae30 \uc0c1\ud0dc\uc5d0 \uac07\ud600 \uc81c \uc131\ub2a5\uc744 \ub0b4\uc9c0 \ubabb\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\ub294 D\ub7a8\uc744 \uc218\uc9c1\uc73c\ub85c \uce35\uce35\uc774 \uc313\uc544 \uc62c\ub824 \ub370\uc774\ud130\uac00 \uc624\uac00\ub294 \ud1b5\ub85c(\ub300\uc5ed\ud3ed)\ub97c \ud68d\uae30\uc801\uc73c\ub85c \ub113\ud78c \ubd80\ud488\uc73c\ub85c, \ucd08\uace0\uc18d \uc5f0\uc0b0 \uce69\ub4e4\uc774 \uacaa\ub294 &#8216;\uba54\ubaa8\ub9ac \ubcbd(Memory Wall)&#8217; \ubcd1\ubaa9\uc744 \ub6ab\uc5b4\uc8fc\ub294 \ud544\uc218 \uc5f0\uacb0 \uace0\ub9ac\uc785\ub2c8\ub2e4. \uacb0\uad6d \ucd5c\uc2e0 AI \uc778\ud504\ub77c\uc758 \uc644\uc131\ub3c4\ub294 \uc5b4\ub290 \ud55c \uce69\uc758 \ub3c5\ubcf4\uc801\uc778 \uc2a4\ud399\uc774 \uc544\ub2c8\ub77c, CPU\uc758 \uc791\uc5c5 \ubc30\ubd84 \ub2a5\ub825, GPU\uc758 \ubcd1\ub82c \uc5f0\uc0b0\ub825, HBM\uc758 \ucd08\uace0\uc18d \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4\uac00 \uc720\uae30\uc801\uc73c\ub85c \ub9de\ubb3c\ub9ac\ub294 \uade0\ud615\uc810\uc5d0\uc11c \uacb0\uc815\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub530\ub77c\uc11c \ucc28\uc138\ub300 AI \uc2dc\uc7a5\uc758 \ud5e4\uac8c\ubaa8\ub2c8\ub97c \ubd84\uc11d\ud560 \ub54c\ub294 \uc5f0\uc0b0 \uce69, \uc81c\uc5b4 \uce69, \uc801\uce35 \uba54\ubaa8\ub9ac\ub85c \uc774\uc5b4\uc9c0\ub294 \ud558\ub4dc\uc6e8\uc5b4 \uc0bc\uac01 \ud3b8\ub300\uc758 \uc0c1\ud638\uc758\uc874\uc131\uc744 \ucd1d\uccb4\uc801\uc73c\ub85c \uc870\ub9dd\ud558\ub294 \uc2dc\uac01\uc774 \uc694\uad6c\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ubc38\ub958\uccb4\uc778 \uc804\ubc18\uc744 \ud3ec\uad04\ud558\ub294 ETF \ubd84\uc0b0 \ud22c\uc790 \uc804\ub7b5\uacfc \uc810\uac80 \uc694\uc778<\/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-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8.png\" alt=\"\ubc18\ub3c4\uccb4 \ubc38\ub958\uccb4\uc778 \ubd84\uc11d\uacfc \uccb4\uacc4\uc801\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc790\uc0b0 \ubc30\ubd84 \ud658\uacbd\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc804\ubb38\uc801\uc778 \uae08\uc735 \ubd84\uc11d \ud604\uc7a5\" class=\"wp-image-638\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8-300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8-1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc5d0\uc774\uc804\ud2f1-ai\uc758-\ud655\uc0b0\uc73c\ub85c-\uc911\uc559\ucc98\ub9ac\uc7a5\uce58\uc640-\uba54\ubaa8-768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud558\ub4dc\uc6e8\uc5b4 \ubcd1\ubaa9\uc758 \ubb34\uac8c\uc911\uc2ec\uc774 \uc5b4\ub514\ub85c \uc774\ub3d9\ud560\uc9c0 \uc608\uce21\ud558\uae30 \uc5b4\ub824\uc6b4 \uad6d\uba74\uc5d0\uc11c\ub294 \ud2b9\uc815 \ub2e8\uc77c \uc885\ubaa9\uc5d0 \uc9d1\uc911\ud558\ub294 \ubc29\uc2dd\ubcf4\ub2e4 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \uc0dd\ud0dc\uacc4 \uc804\uccb4\ub97c \ud3ec\uad04\ud558\ub294 \uc0c1\uc7a5\uc9c0\uc218\ud380\ub4dc(ETF)\ub97c \ud65c\uc6a9\ud558\ub294 \uac83\uc774 \uc548\uc815\uc801\uc778 \ud22c\uc790 \ud574\ubc95\uc774 \ub429\ub2c8\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac, \uba54\ubaa8\ub9ac, \ud339\ub9ac\uc2a4, \ud328\ud0a4\uc9d5 \uc7a5\ube44\ub85c \uc774\uc5b4\uc9c0\ub294 \uae00\ub85c\ubc8c \ubc38\ub958\uccb4\uc778\uc740 \uc0c1\ud638 \uc720\uae30\uc801\uc73c\ub85c \uc5f0\uacb0\ub418\uc5b4 \uc788\uc5b4, \uae30\uc220 \uc0ac\uc774\ud074\uc774 GPU\uc5d0\uc11c CPU \ub610\ub294 \ub9de\ucda4\ud615 ASIC(\uc8fc\ubb38\ud615 \ubc18\ub3c4\uccb4)\uc73c\ub85c \ub2e4\ubcc0\ud654\ub418\ub354\ub77c\ub3c4 \uc0b0\uc5c5 \uc804\uccb4\uc758 \uc131\uc7a5\uc5d0 \ub530\ub978 \uacfc\uc2e4\uc744 \uace0\ub974\uac8c \ud761\uc218\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6d\ub0b4 \uc790\uc0b0\uc6b4\uc6a9\uc5c5\uacc4 \uc5ed\uc2dc \uc774\ub7ec\ud55c \ud750\ub984\uc744 \ubc18\uc601\ud574 \uae00\ub85c\ubc8c \ubc0f \uad6d\ub0b4 \ubc18\ub3c4\uccb4 \ud575\uc2ec \uae30\uc5c5\ub4e4\uc744 \uade0\ud615 \uc788\uac8c \ub2f4\uc544\ub0b4\ub294 \uc0c1\ud488\uad70\uc744 \uc801\uadf9 \uc81c\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc790\uc0b0\uc6b4\uc6a9\uc740 \ud55c\uad6d \ubc0f \ubbf8\uad6d \ubc18\ub3c4\uccb4 \ud575\uc2ec \ubc38\ub958\uccb4\uc778\uc744 \uc544\uc6b0\ub974\ub294 KODEX \ubc18\ub3c4\uccb4 ETF 2\uc885\uc744 \ub300\uc0c1\uc73c\ub85c \uc77c\uc815 \uc218\ub7c9 \uc774\uc0c1 \ub9e4\uc218 \uc2dc \ub9ac\uc6cc\ub4dc\ub97c \uc81c\uacf5\ud558\ub294 \ucc38\uc5ec\ud615 \uc774\ubca4\ud2b8\ub97c 2026\ub144 8\uc6d4 5\uc77c\ubd80\ud130 9\uc6d4 30\uc77c\uae4c\uc9c0 \uc9c4\ud589\ud558\uba70 \ud22c\uc790\uc790\ub4e4\uc758 \uc0dd\ud0dc\uacc4 \uc804\ubc18\uc5d0 \ub300\ud55c \uc774\ud574\ub97c \ub3d5\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\ub9cc ETF\ub97c \ud1b5\ud55c \ubd84\uc0b0 \ud22c\uc790\ub77c \ud558\ub354\ub77c\ub3c4 \uae00\ub85c\ubc8c \uac70\uc2dc\uacbd\uc81c \ub454\ud654\ub098 \uac70\ub300 \uae30\uc220 \uae30\uc5c5\ub4e4\uc758 \uc778\ud504\ub77c \ud22c\uc790(CAPEX) \uc9d1\ud589 \ucd95\uc18c\uc640 \uac19\uc740 \uacbd\uae30 \uc21c\ud658\uc801 \uc704\ud5d8\uae4c\uc9c0 \uc644\uc804\ud788 \uc0c1\uc1c4\ud560 \uc218\ub294 \uc5c6\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \uc804\ubc29 \uc0b0\uc5c5\uc758 \uc7ac\uace0 \uc8fc\uae30\uc640 \ube45\ud14c\ud06c\uc758 AI \uc218\uc775\ud654 \uc18d\ub3c4\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \uc810\uac80\ud558\uba74\uc11c, \ub2e8\uae30 \ud14c\ub9c8 \ud3b8\uc911\uc744 \ud53c\ud558\uace0 \uc7a5\uae30\uc801\uc778 \uae30\uc220 \uc778\ud504\ub77c \uc804\ud658\uc5d0 \ub9de\ucd98 \uc790\uc0b0 \ubc30\ubd84\uc744 \uc720\uc9c0\ud558\ub294 \ud310\ub2e8\uc774 \ud544\uc694\ud569\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:\/\/www.nvidia.com\/gtc\/\" target=\"_blank\" rel=\"noopener\">NVIDIA GTC \uacf5\uc2dd \uae30\uc870\uc5f0\uc124 \uc544\uce74\uc774\ube0c<\/a><\/li>\n<li><a href=\"https:\/\/cloud.google.com\/blog\/products\/compute\/introducing-google-axion-cpus\" target=\"_blank\" rel=\"noopener\">Google Cloud Axion Processor \uae30\uc220 \ubc31\uc11c<\/a><\/li>\n<li><a href=\"https:\/\/azure.microsoft.com\/en-us\/blog\/azure-arm-cobalt\/\" target=\"_blank\" rel=\"noopener\">Microsoft Azure Cobalt \ud504\ub85c\uc138\uc11c \uc544\ud0a4\ud14d\ucc98 \uac00\uc774\ub4dc<\/a><\/li>\n<li><a href=\"https:\/\/www.samsungfund.com\" target=\"_blank\" rel=\"noopener\">\uc0bc\uc131\uc790\uc0b0\uc6b4\uc6a9 KODEX \uacf5\uc2dd \uacf5\uc2dc \ubc0f \uc0c1\ud488 \uc548\ub0b4<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\ub2e8\uc21c\ud788 \uc0ac\uc6a9\uc790\uc758 \uc9c8\ubb38\uc5d0 \ub2f5\uc744 \ub0b4\ub193\ub358 \uc0dd\uc131\ud615 \uc778\uacf5\uc9c0\ub2a5(AI)\uc774 \uc2a4\uc2a4\ub85c \uc5c5\ubb34 \ubaa9\ud45c\ub97c \uc138\uc6b0\uace0 \uc138\ubd80 \uacfc\uc5c5\uc744 \uc870\uc728\ud558\ub294 &#8216;\uc5d0\uc774\uc804\ud2f1 AI(Agentic AI)&#8217;\ub85c \uc9c4\ud654\ud558\uba74\uc11c, \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \uc8fc\ub3c4\uad8c \uc9c0\ud615\uc774 \uadfc\ubcf8\uc801\uc778 \uc7ac\ud3b8\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacfc\uac70\uc5d0\ub294 \uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58(GPU) \uc911\uc2ec\uc758 \ub300\uaddc\ubaa8 \uc5f0\uc0b0 \ucc98\ub9ac\uac00 \uc2dc\uc7a5\uc758 \uc720\uc77c\ud55c \uad00\uc2ec\uc0ac\uc600\uc73c\ub098, \uc774\uc81c\ub294 \ubcf5\uc7a1\ud55c \uc791\uc5c5 \ud750\ub984\uc744 \uc9c0\ud718\ud558\ub294 \uc911\uc559\ucc98\ub9ac\uc7a5\uce58(CPU)\uc640 \uc774\ub97c \ub4b7\ubc1b\uce68\ud558\ub294 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\uc758 \uade0\ud615\uc774 \uc804\uccb4 \uc778\ud504\ub77c \uc131\ub2a5\uc744 \uacb0\uc815\uc9d3\ub294 \ud575\uc2ec \uc694\uc778\uc73c\ub85c \ubd80\uac01\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5\uc758 \uc2dc\uc120\uc774 \ud2b9\uc815 [&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-639","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=\"\ub2e8\uc21c\ud788 \uc0ac\uc6a9\uc790\uc758 \uc9c8\ubb38\uc5d0 \ub2f5\uc744 \ub0b4\ub193\ub358 \uc0dd\uc131\ud615 \uc778\uacf5\uc9c0\ub2a5(AI)\uc774 \uc2a4\uc2a4\ub85c \uc5c5\ubb34 \ubaa9\ud45c\ub97c \uc138\uc6b0\uace0 \uc138\ubd80 \uacfc\uc5c5\uc744 \uc870\uc728\ud558\ub294 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