{"id":703,"date":"2026-08-28T13:41:59","date_gmt":"2026-08-28T13:41:59","guid":{"rendered":"https:\/\/news.baramsol.com\/?p=703"},"modified":"2026-08-28T13:41:59","modified_gmt":"2026-08-28T13:41:59","slug":"%ec%97%ad%eb%8c%80%ea%b8%89-%ec%8b%a4%ec%a0%81%ec%97%90%eb%8f%84-%ec%a3%bc%ea%b0%80%ea%b0%80-%ea%b8%89%eb%9d%bd%ed%95%9c-%eb%a7%88%eb%b2%a8-%ed%85%8c%ed%81%ac%eb%86%80%eb%a1%9c%ec%a7%80%eb%8a%94","status":"publish","type":"post","link":"https:\/\/news.baramsol.com\/?p=703","title":{"rendered":"\uc5ed\ub300\uae09 \uc2e4\uc801\uc5d0\ub3c4 \uc8fc\uac00\uac00 \uae09\ub77d\ud55c \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0\ub294 \ub192\uc740 \ubc38\ub958\uc5d0\uc774\uc158 \ubd80\ub2f4\uacfc \ub9de\ucda4\ud615 AI \uce69 \ud655\ub300\uc5d0 \ub530\ub978 \ub2e8\uae30 \ub9c8\uc9c4 \ud76c\uc0dd\uc744 \uacaa\uace0 \uc788\uc73c\ubbc0\ub85c \uad6c\uae00\uacfc\uc758 \ub300\ud615 \uacc4\uc57d\uc774 \ubcf8\uaca9\ud654\ub418\ub294 \uc7a5\uae30 \uc2e4\ud604\uc131\uc744 \uae30\uc900\uc73c\ub85c \uac00\uce58\ub97c \uc7ac\ud3c9\uac00\ud574\uc57c \ud55c\ub2e4"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\ubbf8\uad6d \ub370\uc774\ud130\uc13c\ud130 \ubc18\ub3c4\uccb4 \uc124\uacc4 \uc804\ubb38 \uae30\uc5c5 \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0(Marvell Technology)\uac00 \ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300 \ub9e4\ucd9c\uc744 \ub2ec\uc131\ud558\uace0 \uc5f0\uac04 \uac00\uc774\ub358\uc2a4\ub97c \ub300\ud3ed \uc62c\ub824 \uc7a1\uc558\uc74c\uc5d0\ub3c4 \uc2e4\uc801 \ubc1c\ud45c \uc9c1\ud6c4 \uc2dc\uac04\uc678 \uac70\ub798\uc5d0\uc11c \uc8fc\uac00\uac00 5.76% \uae09\ub77d\ud588\uc2b5\ub2c8\ub2e4. \ud68c\uc0ac\ub294 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 37% \uae09\uc99d\ud55c 27\uc5b5 3,900\ub9cc \ub2ec\ub7ec\uc758 2\ubd84\uae30 \ub9e4\ucd9c\uacfc \uc8fc\ub2f9\uc21c\uc774\uc775(EPS) 0.94\ub2ec\ub7ec\ub97c \uae30\ub85d\ud558\uba70 \uc6d4\uac00 \uc608\uc0c1\uce58\ub97c \ubaa8\ub450 \uc0c1\ud68c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\ub098 \uc2dc\uc7a5\uc740 \ucd5c\uadfc 1\ub144\uac04 \uc8fc\uac00\uac00 220% \ub118\uac8c \ud3ed\ub4f1\ud558\uba70 \ud615\uc131\ub41c \uc8fc\uac00\uc218\uc775\ube44\uc728(P\/E) 84\ubc30\ub77c\ub294 \ucd08\uace0\ud3c9\uac00 \ub208\ub192\uc774\ub97c \ucda9\uc871\ud558\uc9c0 \ubabb\ud588\ub2e4\uace0 \ud310\ub2e8\ud588\uc2b5\ub2c8\ub2e4. \uc5ec\uae30\uc5d0 \uad6c\uae00(Google)\uacfc \uccb4\uacb0\ud55c \ucd5c\ub300 121\uc5b5 8,000\ub9cc \ub2ec\ub7ec(\uc57d 16\uc870 8,000\uc5b5 \uc6d0) \uaddc\ubaa8\uc758 \ub300\ud615 \uacf5\uae09 \uacc4\uc57d \ud6a8\uacfc\uac00 2029 \ud68c\uacc4\uc5f0\ub3c4(FY2029)\uc5d0\ub098 \ubcf8\uaca9\ud654\ub41c\ub2e4\ub294 \uc810\uacfc \ub2e8\uae30 \ub9c8\uc9c4 \ucd95\uc18c \uc804\ub9dd\uc774 \uacb9\uce58\uba74\uc11c \ud22c\uc790\uc790\ub4e4\uc758 \uc2e4\ub9dd \ub9e4\ubb3c\uc774 \uc3df\uc544\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc5d4\ube44\ub514\uc544\uae09 \uae30\ub300\uce58\uc640 P\/E 84\ubc30\uac00 \ucd08\ub798\ud55c \uc5ed\uc124\uc801 \uc8fc\uac00 \uae09\ub77d<\/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-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c.png\" alt=\"\uc2e4\uc801 \ubc1c\ud45c \ud6c4 \uace0\ud3c9\uac00 \ubd80\ub2f4\uc73c\ub85c \uae09\ub77d\ud55c \uc8fc\uc2dd \uc2dc\uc7a5 \ud2b8\ub808\uc774\ub529 \ud50c\ub85c\uc5b4 \ud604\uc7a5\uc744 \uc0ac\uc2e4\uc801\uc73c\ub85c \ubb18\uc0ac\" class=\"wp-image-700\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c-300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c-1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c-768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0\uc758 \uc774\ubc88 \uc2e4\uc801 \ubc1c\ud45c\ub294 \uc22b\uc790 \uc790\uccb4\ub85c\ub9cc \ubcf4\uba74 \ud760\uc7a1\uc744 \ub370 \uc5c6\ub294 \uc131\uacfc\uc600\uc2b5\ub2c8\ub2e4. 2027 \ud68c\uacc4\uc5f0\ub3c4 \uc5f0\uac04 \ub9e4\ucd9c \uc804\ub9dd\uce58\ub97c \uae30\uc874 115\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 120\uc5b5 \ub2ec\ub7ec\ub85c \uc0c1\ud5a5 \uc870\uc815\ud588\uace0, 2028 \ud68c\uacc4\uc5f0\ub3c4 \uc804\ub9dd\uce58 \uc5ed\uc2dc 165\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 180\uc5b5 \ub2ec\ub7ec\ub85c 15\uc5b5 \ub2ec\ub7ec\uac00\ub7c9 \ub192\uc5ec \uc7a1\uc558\uc2b5\ub2c8\ub2e4. \ud68c\uc0ac\uc758 \ubcf8\uc6d0\uc801 \uc131\uc7a5 \uada4\ub3c4\ub294 \uc804\ubc29\uc704\uc801\uc778 AI \uc778\ud504\ub77c \ud22c\uc790 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \ud655\uace0\ud55c \uc6b0\uc0c1\ud5a5 \uace1\uc120\uc744 \uadf8\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud558\uc9c0\ub9cc \ubb38\uc81c\ub294 \uc2dc\uc7a5\uc774 \uc694\uad6c\ud558\ub294 \uae30\ub300\uce58\uc758 \uc808\ub300\uc801 \ub192\uc774\uc600\uc2b5\ub2c8\ub2e4. \uc8fc\uac00\uc218\uc775\ube44\uc728(P\/E)\uc774 84\ubc30\uc5d0 \ub2ec\ud55c\ub2e4\ub294 \uac83\uc740 \uae30\uc5c5\uc758 \ud604\uc7ac \uc21c\uc774\uc775 \ub300\ube44 \uc8fc\uac00\uac00 84\ubc30 \ub192\uc740 \uc218\uc900\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\uc74c\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc989, \ubbf8\ub798\uc758 \ud3ed\ubc1c\uc801\uc778 \uc2e4\uc801 \uc131\uc7a5\uc774 \uc774\ubbf8 \uc8fc\uac00\uc5d0 \ube48\ud2c8\uc5c6\uc774 \uc120\ubc18\uc601\ub418\uc5b4 \uc788\uc5b4 \uc0ac\uc18c\ud55c \uc218\uce58 \ud558\ub098\ub9cc \uae30\ub300\uc5d0 \ubbf8\uce58\uc9c0 \ubabb\ud574\ub3c4 \uc8fc\uac00\uac00 \ubbfc\uac10\ud558\uac8c \ud3ed\ub77d\ud558\ub294 \uace0\ud3c9\uac00 \ub36b\uc5d0 \uac07\ud78c \uc0c1\ud0dc\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6d4\uac00 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc740 \ub9c8\ubca8\uc5d0 \ub300\ud574 \uc5d4\ube44\ub514\uc544(NVIDIA) \uc218\uc900\uc758 \uc555\ub3c4\uc801\uc778 &#8216;\uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988&#8217;\ub97c \uae30\ubcf8 \uc804\uc81c\ub85c \uc0bc\uace0 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \uc2e4\uc81c \ud14c\ud06c\ub180\ub9ac\uc2dc\uc2a4 \ub9ac\uc11c\uce58 \ub4f1 \uc8fc\uc694 \ubd84\uc11d \uae30\uad00\uc774 \uc9c0\uc801\ud588\ub4ef, \uc2dc\uc7a5\uc758 \uc2ec\ub9ac\uc801 \uae30\uc900\uc120\uc774 \uae30\uc5c5\uc758 \uc2e4\uc81c \ud380\ub354\uba58\ud138 \uac1c\uc120 \uc18d\ub3c4\ub97c \uc9c0\ub098\uce58\uac8c \uc55e\uc11c \ub098\uac00\uba74\uc11c \uc644\ubcbd\uc5d0 \uac00\uae4c\uc6b4 \uc2e4\uc801\uc870\ucc28 \uc8fc\uac00 \ud558\ub77d\uc758 \ube4c\ubbf8\uac00 \ub418\ub294 \uc5ed\uc124\uc774 \ubc1c\uc0dd\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ub9de\ucda4\ud615 AI \uce69 \ud655\ub300\uc5d0 \ub530\ub978 \ub2e8\uae30 \ucd1d\ub9c8\uc9c4 \ud76c\uc0dd\uacfc \uc0dd\uc560\uc0ac \uc774\ub860 \uc804\ub7b5<\/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-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c.png\" alt=\"\ub9c8\ubca8\uc758 \ud575\uc2ec \uc804\ub7b5\uc778 \ub9de\ucda4\ud615 ASIC \ubc18\ub3c4\uccb4 \uc124\uacc4 \ubc0f \uc81c\uc870 \ud604\uc7a5\uc744 \uc2dc\uac01\ud654\" class=\"wp-image-701\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c-300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c-1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c-768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uc7a5\uc774 \uac00\uc7a5 \ubbfc\uac10\ud558\uac8c \ubc18\uc751\ud55c \uc9c0\ud45c\ub294 3\ubd84\uae30 \ucd1d\ub9c8\uc9c4(Gross Margin) \uac00\uc774\ub358\uc2a4\uc600\uc2b5\ub2c8\ub2e4. \ub9c8\ubca8\uc740 2\ubd84\uae30\uc5d0 58.9%\ub97c \uae30\ub85d\ud588\ub358 \ucd1d\ub9c8\uc9c4\uc728\uc774 3\ubd84\uae30\uc5d0\ub294 57.5%\uc5d0\uc11c 58.5% \uad6c\uac04\uc73c\ub85c \ud558\ub77d\ud560 \uac83\uc774\ub77c\uace0 \uacf5\uc2dd \uc804\ub9dd\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub9c8\ubca8\uc758 \uc0ac\uc5c5 \uad6c\uc870\uac00 \ubc94\uc6a9 \ud45c\uc900 \uce69 \uc911\uc2ec\uc5d0\uc11c \ub300\ud615 \ube45\ud14c\ud06c \ub300\uc0c1 \ub9de\ucda4\ud615 \uc8fc\ubb38\ud615 \ubc18\ub3c4\uccb4(ASIC) \uc911\uc2ec\uc73c\ub85c \uae09\uaca9\ud788 \uc774\ub3d9\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9de\ucda4\ud615 AI \ubc18\ub3c4\uccb4(ASIC)\ub294 \uad6c\uae00\uc774\ub098 \uc544\ub9c8\uc874 \uac19\uc740 \ucd08\ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4(CSP)\uc758 \ud2b9\uc815 \uc778\uacf5\uc9c0\ub2a5 \uc5f0\uc0b0 \uad6c\uc870\uc5d0 \ucd5c\uc801\ud654\ud558\uc5ec \uc124\uacc4\ud558\ub294 \uce69\uc785\ub2c8\ub2e4. \uc774 \uc0ac\uc5c5\uc740 \ub300\uaddc\ubaa8 \ub0a9\ud488\uc744 \ud1b5\ud574 \uc678\ud615 \ub9e4\ucd9c \ubcfc\ub968\uc744 \ud3ed\ubc1c\uc801\uc73c\ub85c \ud0a4\uc6b8 \uc218 \uc788\uc9c0\ub9cc, \uace0\uac1d\uc0ac\uc640\uc758 \uac00\uaca9 \ud611\uc0c1 \uad6c\uc870\uc0c1 \ubc94\uc6a9 \uce69 \ub300\ube44 \ub2e8\uc704\ub2f9 \ub9c8\uc9c4\uc728\uc740 \ub0ae\uac8c \ucc45\uc815\ub429\ub2c8\ub2e4. \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uc218\uc775\uc131 \uc9c0\ud45c\uac00 \uc545\ud654\ub418\ub294 \uad6c\uc870\uc801 \uc694\uc778\uc744 \uc548\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub7ec\ud55c \uc804\ub7b5\uc740 \uc0dd\ubb3c\ud559\uc758 &#8216;\uc0dd\uc560\uc0ac \uc774\ub860(Life History Theory)&#8217;\uc73c\ub85c \uc124\uba85\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0dd\uba85\uccb4\uac00 \ud55c\uc815\ub41c \uc790\uc6d0\uc744 \uc989\uac01\uc801\uc778 \ubc88\uc2dd(\ub2e8\uae30 \uc774\uc775\u00b7\ubc30\ub2f9)\uc5d0 \uc4f0\uae30\ubcf4\ub2e4 \uba3c\uc800 \uc2e0\uccb4\uc801 \uc131\uc7a5\uacfc \uccb4\uaca9 \ud655\uc7a5(\uc7a5\uae30 \uace0\uac1d \uc810\uc720\uc728 \ud655\ubcf4)\uc5d0 \ud22c\uc790\ud574 \ud6d7\ub0a0 \ub354 \ud070 \ubc88\uc2dd \uae30\ud68c\ub97c \ub178\ub9ac\ub294 \uc6d0\ub9ac\uc640 \uac19\uc2b5\ub2c8\ub2e4. \ub9c8\ubca8\uc740 \ub2e8\uae30 \ub9c8\uc9c4\uc744 \uc77c\ubd80 \uc591\ubcf4\ud558\ub354\ub77c\ub3c4 \ube45\ud14c\ud06c \uacf5\uae09\ub9dd\uc5d0 \uae4a\uc219\uc774 \uce68\ud22c\ud558\uc5ec \uc7a5\uae30\uc801\uc778 \uc9c0\ubc30\ub825\uc744 \ud655\ubcf4\ud558\ub294 \uc0dd\uc874 \ubc29\uc2dd\uc744 \uc120\ud0dd\ud55c \uc148\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uad6c\uae00\uacfc\uc758 121\uc5b5 8000\ub9cc \ub2ec\ub7ec \uacc4\uc57d \uc9c0\uc5f0 \ubc18\uc601\uacfc \uc911\uc7a5\uae30 \ud22c\uc790 \ud310\ub2e8 \uae30\uc900<\/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-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c.png\" alt=\"\uad6c\uae00 \ub4f1 \ucd08\ub300\ud615 \ube45\ud14c\ud06c \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130\uc13c\ud130\uc5d0 \uacf5\uae09\ub418\ub294 \ub9de\ucda4\ud615 AI \uc778\ud504\ub77c \ud658\uacbd\uc744 \uc0ac\uc2e4\uc801\uc73c\ub85c \ubb18\uc0ac\" class=\"wp-image-702\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c-300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c-1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc5ed\ub300\uae09-\uc2e4\uc801\uc5d0\ub3c4-\uc8fc\uac00\uac00-\uae09\ub77d\ud55c-\ub9c8\ubca8-\ud14c\ud06c\ub180\ub85c-768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\ubca8\uc774 \uad6c\uae00\uc5d0 \uc2e0\uc8fc\uc778\uc218\uad8c\uc744 \ubd80\uc5ec\ud558\uba70 \ub9fa\uc740 \ucd5c\ub300 121\uc5b5 8,000\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ucd08\ub300\ud615 \uce69 \uacc4\uc57d \uc5ed\uc2dc \ub2e8\uae30 \uc2e4\ub9dd\uc744 \ud0a4\uc6b4 \ub1cc\uad00\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \uc774 \ucd08\ub300\ud615 \uc218\uc8fc\uac00 \uc989\uac01\uc801\uc778 \uc2e4\uc801 \ud3ed\ubc1c\ub85c \uc774\uc5b4\uc9c0\uae30\ub97c \uae30\ub300\ud588\uc73c\ub098, \uacbd\uc601\uc9c4\uc740 \ucf58\ud37c\ub7f0\uc2a4\ucf5c\uc744 \ud1b5\ud574 2028 \ud68c\uacc4\uc5f0\ub3c4\uae4c\uc9c0\ub294 \ubbf8\ubbf8\ud55c \uae30\uc5ec\uc5d0 \uadf8\uce58\uba70 \uc2e4\uc9c8\uc801\uc778 \ub9e4\ucd9c \ud3ed\ubc1c\uc740 2029 \ud68c\uacc4\uc5f0\ub3c4\ubd80\ud130 \ubcf8\uaca9\ud654\ub41c\ub2e4\uace0 \uc120\uc744 \uadf8\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e8\uae30 \uc218\uc775\uc131\uc5d0 \uc9d1\uc911\ud558\ub294 \ud22c\uc790\uc790\ub4e4\uc5d0\uac8c 3~4\ub144 \ub4a4\uc758 \uc57d\uc18d\uc740 \ubc38\ub958\uc5d0\uc774\uc158 \uc815\ub2f9\ud654\uc5d0 \ub300\ud55c \ud53c\ub85c\uac10\uc744 \ubd88\ub7ec\uc77c\uc73c\ucf30\uc2b5\ub2c8\ub2e4. \uad6c\uae00\uc744 \uc804\ub7b5\uc801 \ud575\uc2ec \uc8fc\uc8fc\uc774\uc790 \ud30c\ud2b8\ub108\ub85c \ud3b8\uc785\ud55c \uac83\uc740 \ucc28\uc138\ub300 AI \uc778\ud504\ub77c \uc2dc\uc7a5\uc5d0\uc11c \ub300\uccb4 \ubd88\uac00\ub2a5\ud55c \uc9c0\uc704\ub97c \ud655\ubcf4\ud588\ub2e4\ub294 \uad6c\uc870\uc801 \uc99d\uac70\uc774\uc9c0\ub9cc, \uadf8 \uacb0\uc2e4\uc744 \ud655\uc778\ud558\uae30\uae4c\uc9c0 \uae30\ub2e4\ub824\uc57c \ud558\ub294 \uc2dc\uac04\uc801 \ube44\uc6a9\uc774 \uc8fc\uac00\uc5d0 \uc77c\uc2dc\uc801\uc778 \uc870\uc815 \uc555\ub825\uc73c\ub85c \uc791\uc6a9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud5a5\ud6c4 \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0\ub97c \ubc14\ub77c\ubcf4\ub294 \uac00\uc7a5 \ud569\ub9ac\uc801\uc778 \uc2dc\ub098\ub9ac\uc624\ub294 \ub9de\ucda4\ud615 AI \ubc18\ub3c4\uccb4 \uc591\uc0b0 \ub77c\uc778\uc758 \uc218\uc728 \uc548\uc815\ud654\uc640 \uad6c\uae00 \uc678 \ucd94\uac00 \ube45\ud14c\ud06c \uace0\uac1d\uc0ac \ud655\ubcf4\ub97c \ud1b5\ud55c \uc7a5\uae30 \ub9e4\ucd9c \ub2e4\ubcc0\ud654\uc785\ub2c8\ub2e4. \ub2e4\ub9cc P\/E 84\ubc30\ub77c\ub294 \uace0\ubc38\ub958\uc5d0\uc774\uc158 \ubd80\ub2f4\uc774 \uc644\uc804\ud788 \ud574\uc18c\ub418\uae30 \uc804\uae4c\uc9c0\ub294 \ub2e8\uae30 \ub9c8\uc9c4 \uc555\ubc15\uacfc \uc57d\uc18d\ub41c \uc2e4\uc801 \uc2e4\ud604 \uc2dc\uc810 \uc0ac\uc774\uc758 \uad34\ub9ac\ub85c \uc778\ud574 \uc8fc\uac00 \ubcc0\ub3d9\uc131\uc774 \ud655\ub300\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud22c\uc790\uc790\ub294 \ubd84\uae30\ubcc4 \ucd1d\ub9c8\uc9c4 \ucd94\uc774\uc640 2029 \ud68c\uacc4\uc5f0\ub3c4\ub97c \ud5a5\ud55c \ub9de\ucda4\ud615 \uce69 \uc218\uc8fc \uc794\uace0\uc758 \uc9c4\ud589 \uc0c1\ud669\uc744 \ud575\uc2ec \uac80\uc99d \uc7a3\ub300\ub85c \uc0bc\uc544\uc57c \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:\/\/investor.marvell.com\/\" target=\"_blank\" rel=\"noopener\">Marvell Technology Q2 FY2026 Earnings Release and Conference Call<\/a><\/li>\n<li><a href=\"https:\/\/www.technalysisresearch.com\/\" target=\"_blank\" rel=\"noopener\">Technalysis Research Market Commentary on Semiconductor Valuations<\/a><\/li>\n<li><a href=\"https:\/\/www.sec.gov\/\" target=\"_blank\" rel=\"noopener\">Google and Marvell Custom AI Silicon Strategic Partnership Filing<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\ubbf8\uad6d \ub370\uc774\ud130\uc13c\ud130 \ubc18\ub3c4\uccb4 \uc124\uacc4 \uc804\ubb38 \uae30\uc5c5 \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0(Marvell Technology)\uac00 \ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300 \ub9e4\ucd9c\uc744 \ub2ec\uc131\ud558\uace0 \uc5f0\uac04 \uac00\uc774\ub358\uc2a4\ub97c \ub300\ud3ed \uc62c\ub824 \uc7a1\uc558\uc74c\uc5d0\ub3c4 \uc2e4\uc801 \ubc1c\ud45c \uc9c1\ud6c4 \uc2dc\uac04\uc678 \uac70\ub798\uc5d0\uc11c \uc8fc\uac00\uac00 5.76% \uae09\ub77d\ud588\uc2b5\ub2c8\ub2e4. \ud68c\uc0ac\ub294 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 37% \uae09\uc99d\ud55c 27\uc5b5 3,900\ub9cc \ub2ec\ub7ec\uc758 2\ubd84\uae30 \ub9e4\ucd9c\uacfc \uc8fc\ub2f9\uc21c\uc774\uc775(EPS) 0.94\ub2ec\ub7ec\ub97c \uae30\ub85d\ud558\uba70 \uc6d4\uac00 \uc608\uc0c1\uce58\ub97c \ubaa8\ub450 \uc0c1\ud68c\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc2dc\uc7a5\uc740 \ucd5c\uadfc 1\ub144\uac04 \uc8fc\uac00\uac00 220% \ub118\uac8c \ud3ed\ub4f1\ud558\uba70 \ud615\uc131\ub41c \uc8fc\uac00\uc218\uc775\ube44\uc728(P\/E) [&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-703","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=\"\ubbf8\uad6d \ub370\uc774\ud130\uc13c\ud130 \ubc18\ub3c4\uccb4 \uc124\uacc4 \uc804\ubb38 \uae30\uc5c5 \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0(Marvell Technology)\uac00 \ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300 \ub9e4\ucd9c\uc744 \ub2ec\uc131\ud558\uace0 \uc5f0\uac04 \uac00\uc774\ub358\uc2a4\ub97c \ub300\ud3ed \uc62c\ub824 \uc7a1\uc558\uc74c\uc5d0\ub3c4 \uc2e4\uc801 \ubc1c\ud45c \uc9c1\ud6c4 \uc2dc\uac04\uc678 \uac70\ub798\uc5d0\uc11c \uc8fc\uac00\uac00 5.76% 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