{"id":735,"date":"2026-08-29T12:53:53","date_gmt":"2026-08-29T12:53:53","guid":{"rendered":"https:\/\/news.baramsol.com\/?p=735"},"modified":"2026-08-29T12:53:53","modified_gmt":"2026-08-29T12:53:53","slug":"%ec%bd%94%ec%8a%a4%ed%94%bc-%ec%8b%9c%ea%b0%80%ec%b4%9d%ec%95%a1%ec%9d%98-58%eb%a5%bc-%ec%9e%a5%ec%95%85%ed%96%88%eb%8d%98-%eb%8c%80%ed%98%95-%eb%b0%98%eb%8f%84%ec%b2%b4%ec%a3%bc%ea%b0%80-%ec%a3%bc","status":"publish","type":"post","link":"https:\/\/news.baramsol.com\/?p=735","title":{"rendered":"\ucf54\uc2a4\ud53c \uc2dc\uac00\ucd1d\uc561\uc758 58%\ub97c \uc7a5\uc545\ud588\ub358 \ub300\ud615 \ubc18\ub3c4\uccb4\uc8fc\uac00 \uc8fc\uc8fc\ud658\uc6d0 \ub208\ub192\uc774 \uad34\ub9ac\ub85c \uc228\uace0\ub974\uae30\uc5d0 \ub4e4\uc5b4\uac04 \uc0ac\uc774 3\ub300 \uc21c\ud658\ub9e4 \ud14c\ub9c8\uac00 \ud2c8\uc0c8\ub97c \uba54\uc6b0\uba70 \uac74\uc804\ud55c \ud0a4 \ub9de\ucd94\uae30 \uc7a5\uc138\ub97c \ud615\uc131\ud558\uace0 \uc788\ub2e4"},"content":{"rendered":"\n

\uad6d\ub0b4 \uc99d\uc2dc\ub97c \uc9c0\ubc30\ud558\ub358 \uadf9\ub2e8\uc801 \uc3e0\ub9bc \uc7a5\uc138\uac00 \uba48\ucdb0 \uc11c\uace0 \uadf8\ub3d9\uc548 \uc18c\uc678\ub418\uc5c8\ub358 \uc911\uc18c\ud615\uc8fc\uc640 \uac1c\ubcc4 \ud14c\ub9c8\uc8fc\ub85c \uc790\uae08\uc774 \ubd84\uc0b0\ub418\ub294 \uac15\ub825\ud55c \uc21c\ud658\ub9e4\uac00 \uc2dc\uc791\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4(\uc774\ub978\ubc14 \uc0bc\uc804\ub2c9\uc2a4)\uac00 \ucf54\uc2a4\ud53c \uc804\uccb4 \uc2dc\uac00\ucd1d\uc561\uc5d0\uc11c \ucc28\uc9c0\ud558\ub358 \ube44\uc911\uc740 \uc9c0\ub09c 6\uc6d4 25\uc77c 58.9%\ub77c\ub294 \uc815\uc810\uc744 \uae30\ub85d\ud55c \uc774\ud6c4 8\uc6d4 \ub4e4\uc5b4 46~49% \uc218\uc900\uc73c\ub85c \ub0b4\ub824\uc549\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\ubc88 \uc9c0\uc218 \uc870\uc815\uc758 \ubcf8\uc9c8\uc740 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uc2e4\uc801 \ud6fc\uc190\uc774 \uc544\ub2cc \uc8fc\uc8fc\ud658\uc6d0 \uaddc\ubaa8\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uae30\ub300\uce58\uc640\uc758 \uad34\ub9ac\uc5d0\uc11c \ube44\ub86f\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\uac00 \ubc1c\ud45c\ud55c \ucd5c\ub300 110\uc870 \uc6d0 \uaddc\ubaa8\uc758 \uc8fc\uc8fc\ud658\uc6d0 \uc815\ucc45\uc740 \uc2dc\uc7a5\uc774 \uac08\ub9dd\ud558\ub358 \uc989\uac01\uc801\uc778 \ub300\uaddc\ubaa8 \uc790\uc0ac\uc8fc \ub9e4\uc785 \ubc0f \uc18c\uac01 \uae30\ub300\uce58\uc5d0 \ubbf8\uce58\uc9c0 \ubabb\ud558\uba74\uc11c \ub2e8\uae30 \ucc28\uc775 \uc2e4\ud604 \ub9e4\ubb3c\uc744 \uc720\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \ub300\ud615\uc8fc\uc5d0 \ubb36\uc5ec \uc788\ub358 \uc720\ub3d9\uc131\uc774 \ud480\ub824\ub098\uba74\uc11c 2\ubd84\uae30 \uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988\ub97c \uae30\ub85d\ud55c \ud654\uc7a5\ud488\uc8fc\uc640 \uad6d\uac00 \uc778\uacf5\uc9c0\ub2a5(AI) \uc778\ud504\ub77c \ud22c\uc790 \uc218\ud61c\ub97c \uc785\uc740 \ub370\uc774\ud130\uc13c\ud130\uc8fc, \ubbf8\uad6d\ubc1c \uc6d0\uc804 \ud611\ub825 \ubaa8\uba58\ud140\uc744 \ud0c4 \uc6d0\uc804\u00b7\uac74\uc124\uc8fc\uac00 \uc99d\uc2dc\uc758 \uc0c8\ub85c\uc6b4 \uc8fc\ub3c4\uad8c\uc744 \uc7a1\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub300\ud615 \ubc18\ub3c4\uccb4\uc8fc \uc3e0\ub9bc \uc644\ud654\uc640 \uc8fc\uc8fc\ud658\uc6d0 \ub208\ub192\uc774 \uad34\ub9ac\uac00 \ubd80\ub978 \uc218\uae09 \uc774\ub3d9<\/h2>\n\n\n\n
\"\ucf54\uc2a4\ud53c<\/figure>\n\n\n\n

\uc9c0\ub09c 5\uc6d4 \uc911\uc21c\ubd80\ud130 6\uc6d4 \ud558\uc21c\uae4c\uc9c0 \uc774\uc5b4\uc9c4 \uc0c1\uc2b9\uc7a5\uc5d0\uc11c \ucf54\uc2a4\ud53c\uac00 25% \uc0c1\uc2b9\ud558\ub294 \ub3d9\uc548 \uc774\ub97c \uc6c3\ub3c8 \uc5c5\uc885\uc740 IT \ud558\ub4dc\uc6e8\uc5b4\uc640 \ubc18\ub3c4\uccb4\ubfd0\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ub2f9\uc2dc 24\uac1c \uc8fc\uc694 \uc5c5\uc885 \uc911 20\uac1c \uc5c5\uc885\uc774 \ub9c8\uc774\ub108\uc2a4 \uc218\uc775\ub960\uc744 \uae30\ub85d\ud588\uc744 \ub9cc\ud07c \uc2dc\uc7a5\uc758 \uc790\uae08\uc740 \uc18c\uc218\uc758 \ubc18\ub3c4\uccb4 \ub300\ud615\uc8fc\ub85c \uadf9\ub2e8\ud654\ub418\uc5b4 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 8\uc6d4\uc5d0 \uc811\uc5b4\ub4e4\uba70 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc2dc\ucd1d \ud569\uc0b0 \ube44\uc911\uc774 1\uc8fc\uc77c \ub9cc\uc5d0 4.78%\ud3ec\uc778\ud2b8 \uae09\ub77d\ud558\ub294 \ub4f1 \uc3e0\ub9bc \uc644\ud654\uac00 \uac00\uc18d\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uadf8 \uacb0\uacfc \ucf54\uc2a4\ud53c\uac00 5.10% \ud558\ub77d\ud558\ub358 8\uc6d4 \uccab\uc9f8 \uc8fc\uc5d0 \ucf54\uc2a4\ub2e5\uc740 10.98% \uae09\ub4f1\ud558\uba70 3\uac70\ub798\uc77c \uc5f0\uc18d \ub9e4\uc218 \uc0ac\uc774\ub4dc\uce74(\uae09\ub4f1 \uc2dc \ud504\ub85c\uadf8\ub7a8 \ub9e4\uc218 \ud638\uac00\ub97c 5\ubd84\uac04 \uc815\uc9c0\uc2dc\ud0a4\ub294 \uc7a5\uce58)\uac00 \ubc1c\ub3d9\ub418\ub294 \ub4f1 \uc9c0\uc218 \uac04 \ub514\ucee4\ud50c\ub9c1\uc774 \ub69c\ub837\ud574\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc774\ubc88 \uc870\uc815\uc758 \uc9c1\uc811\uc801\uc778 \ucd09\ub9e4\ub294 \ud380\ub354\uba58\ud138\uc758 \uc545\ud654\uac00 \uc544\ub2c8\ub77c \uc8fc\uc8fc\ud658\uc6d0 \uc815\ucc45\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \ub208\ub192\uc774\uc640\uc758 \uad34\ub9ac\uc600\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\uac00 21\uc77c \uc7a5 \ub9c8\uac10 \ud6c4 \ucd5c\ub300 110\uc870 \uc6d0 \uaddc\ubaa8\uc758 \uc8fc\uc8fc\ud658\uc6d0 \uac00\uc774\ub4dc\ub77c\uc778\uc744 \ub0b4\ub193\uc558\uc73c\ub098 \uc2dc\uc7a5\uc774 \uae30\ub300\ud588\ub358 \ub300\uaddc\ubaa8 \uc790\uc0ac\uc8fc \ub9e4\uc785 \ubc29\uc548\uc774 \ubd80\uc7ac\ud558\uc790 \uc0bc\uc131\uc804\uc790 \ubcf8\uc8fc(-8.7%)\uc640 \uc6b0\uc120\uc8fc(-9.79%)\uc5d0 \uc2e4\ub9dd \ub9e4\ubb3c\uc774 \uc3df\uc544\uc84c\uc2b5\ub2c8\ub2e4. \ud604\ub300\ucc28\uadf8\ub8f9 \uc5ed\uc2dc CEO \uc778\ubca0\uc2a4\ud130 \ub370\uc774\uc5d0\uc11c \uae30\uc874 \ud658\uc6d0 \uc815\ucc45\uc744 \uc720\uc9c0\ud558\uaca0\ub2e4\ub294 \uc785\uc7a5\uc744 \ubc1d\ud788\uc790 \ud604\ub300\ubaa8\ube44\uc2a4(-9.17%)\uc640 \ud604\ub300\uc624\ud1a0\uc5d0\ubc84(-7.14%)\uac00 \uae09\ub77d\ud558\ub294 \ub4f1 \ubc38\ub958\uc5c5 \ud504\ub85c\uadf8\ub7a8\uc5d0 \ub300\ud55c \uacfc\ub3c4\ud55c \ub208\ub192\uc774\uac00 \ub2e8\uae30 \ucc28\uc775 \uc2e4\ud604\uc758 \ube4c\ubbf8\ub85c \uc791\uc6a9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub300\ud615\uc8fc\ub97c \uc5b5\ub204\ub974\ub358 \uc218\uae09 \ubd80\ub2f4\uc740 \uc5ed\uc124\uc801\uc73c\ub85c \uadf8\ub3d9\uc548 \uadf9\uc2ec\ud55c \uc18c\uc678\ub97c \uacaa\uc5c8\ub358 \ucf54\uc2a4\ub2e5 \uc2dc\uc7a5\uacfc \uac1c\ubcc4 \uc5c5\uc885\uc73c\ub85c \uc720\uc785\ub418\ub294 \ubb3c\uaf2c\ub97c \ud144\uc2b5\ub2c8\ub2e4. \ucf54\uc2a4\ud53c \uc804\uccb4 \uc0c1\uc7a5\uc0ac \uc911 \uc0c1\uc2b9 \uc885\ubaa9\uc774 130\uac1c\uc5d0 \ubd88\uacfc\ud560 \uc815\ub3c4\ub85c \uce68\uccb4\ub418\uc5c8\ub358 \ud558\ub77d \uc885\ubaa9 \uacfc\ub2e4 \uad6d\uba74\uc774 \ud574\uc18c\ub418\uba74\uc11c \ub9e4\ud06c\ub85c \uc9c0\ud45c\ubcf4\ub2e4 \uac1c\ubcc4 \uae30\uc5c5\uc758 2\ubd84\uae30 \uc2e4\uc801\uacfc \uc218\uc8fc \ubaa8\uba58\ud140\uc5d0 \ubc18\uc751\ud558\ub294 \uc804\ud615\uc801\uc778 \uc885\ubaa9 \uc7a5\uc138\uac00 \uc804\uac1c\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc2e4\uc801\uacfc \uc778\ud504\ub77c \uc815\ucc45\uc744 \ub4f1\uc5d0 \uc5c5\uc740 \ud654\uc7a5\ud488\u00b7\ub370\uc774\ud130\uc13c\ud130\u00b7\uc6d0\uc804 3\ub300 \uc21c\ud658\ub9e4<\/h2>\n\n\n\n
\"\uc2e4\uc801<\/figure>\n\n\n\n

\uc0bc\uc804\ub2c9\uc2a4\uac00 \uc228\uace0\ub974\uae30\uc5d0 \ub4e4\uc5b4\uac04 \uc0ac\uc774 \uc2dc\uc7a5\uc758 \uc790\uae08\uc740 \uc138 \uac08\ub798\uc758 \ub69c\ub837\ud55c \ud14c\ub9c8\ub85c \uc774\ub3d9\ud588\uc2b5\ub2c8\ub2e4. \uac00\uc7a5 \uacac\uace0\ud55c \ud750\ub984\uc744 \ubcf4\uc778 \ubd84\uc57c\ub294 \uc2e4\uc801\uc73c\ub85c \uc22b\uc790\ub97c \uc785\uc99d\ud55c \ud654\uc7a5\ud488 \uc5c5\uc885\uc785\ub2c8\ub2e4. \ud2b9\ud788 \ube0c\ub79c\ub4dc \uae30\uc5c5\uc5d0 \uc81c\ud488 \uae30\ud68d\ubd80\ud130 \uac1c\ubc1c, \uc0dd\uc0b0\uae4c\uc9c0 \uc804\ub2f4\ud574 \uacf5\uae09\ud558\ub294 \ud654\uc7a5\ud488 \uc81c\uc870\uc5c5\uc790 \uac1c\ubc1c\uc0dd\uc0b0(ODM) \uae30\uc5c5\ub4e4\uc774 \uc2dc\uc138\ub97c \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \ucf54\uc2a4\ub9e5\uc2a4(+32.9%)\uc640 \ud55c\uad6d\ucf5c\ub9c8\ub294 \uc911\uad6d \uc18c\ube44 \ubd80\uc9c4 \uc6b0\ub824\ub97c \ubd81\ubbf8 \ubc0f \uc720\ub7fd \uc218\ucd9c\ub85c \uc644\ubcbd\ud788 \uc0c1\uc1c4\ud558\uba70 \uc8fc\ub3c4\uc8fc\ub85c \uc6b0\ub69d \uc130\uace0, LG\uc0dd\ud65c\uac74\uac15(+37.6%)\uc740 \ubd81\ubbf8 \ub9e4\ucd9c\uc774 \uc0ac\uc0c1 \ucc98\uc74c\uc73c\ub85c \uc911\uad6d\uc744 \ub118\uc5b4\uc11c\uba70 2\ubd84\uae30 \uc601\uc5c5\uc774\uc775\uc774 \uc804\ub144 \ub300\ube44 87.5% \uae09\uc99d\ud558\ub294 \uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988\ub97c \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub450 \ubc88\uc9f8 \ucd95\uc740 \uad6d\uac00 AI \uc778\ud504\ub77c \ub85c\ub4dc\ub9f5\uacfc \ub9de\ubb3c\ub9b0 \ub370\uc774\ud130\uc13c\ud130 \uad00\ub828\uc8fc\uc785\ub2c8\ub2e4. \uc815\ubd80\uac00 2029\ub144\uae4c\uc9c0 8.4GW, 2035\ub144\uae4c\uc9c0 18.4GW \uaddc\ubaa8\uc758 AI \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95 \uacc4\ud68d\uc744 \uacf5\uc2dd\ud654\ud558\uba74\uc11c \ub300\uaddc\ubaa8 \ud50c\ub79c\ud2b8 \uc2dc\uacf5 \ub2a5\ub825\uc744 \ubcf4\uc720\ud55c \uac74\uc124\uc0ac\uc640 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uae30\uc5c5\uc774 \uae09\ubd80\uc0c1\ud588\uc2b5\ub2c8\ub2e4. \uac15\uc6d0 \ub3d9\ud574\uc2dc\uc5d0 2.4GW\uae09 AI \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95\uc744 \ucd94\uc9c4\ud558\ub294 GS\uc640 \ucd1d\uacf5\uc0ac\ube44 \uc57d 12\uc870 \uc6d0 \uaddc\ubaa8\uc758 \ud504\ub85c\uc81d\ud2b8 \uc2dc\uacf5\uc744 \ub9e1\uc740 GS\uac74\uc124\uc774 \uc7ac\ud3c9\uac00\ub97c \ubc1b\uc558\uc2b5\ub2c8\ub2e4. \uc544\uc6b8\ub7ec \uac8c\uc784\u00b7\uacb0\uc81c\u00b7\ud074\ub77c\uc6b0\ub4dc \uc804 \ubd80\ubb38\uc5d0\uc11c \ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801(\uc601\uc5c5\uc774\uc775 +164.1%)\uc744 \uac70\ub454 NHN\uc740 \uad6d\ub0b4 \uc720\uc77c\uc758 \uc2e4\uc9c8\uc801 GPU \ud074\ub77c\uc6b0\ub4dc \uc218\uc775\ud654 \uae30\uc5c5\uc73c\ub85c \ubd80\uac01\ub418\uba70 \uac15\ud55c \ubc18\ub4f1\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc138 \ubc88\uc9f8 \ud750\ub984\uc740 \uc6d0\ucc9c\uae30\uc220\uacfc \uc2dc\uacf5 \uacbd\ud5d8\uc758 \uacb0\ud569 \uae30\ub300\uac10\uc774 \ucd09\ubc1c\ud55c \uc6d0\uc804 \ubc0f \ubc1c\uc804 \ud50c\ub79c\ud2b8 \ud14c\ub9c8\uc785\ub2c8\ub2e4. \ubbf8\uad6d \uc6d0\uc804 \uae30\uc5c5 \uc6e8\uc2a4\ud305\ud558\uc6b0\uc2a4(WEC)\uc758 \uc9c0\ubd84 \uacf5\ub3d9 \uc778\uc218\uc124\uc774 \uc2dc\uc7a5\uc5d0 \ud655\uc0b0\ub418\uba74\uc11c \ud55c\uc804\uae30\uc220(+12.8%), \uc6b0\uc9c4(+8.3%), \ud604\ub300\uac74\uc124(+6.6%), \ub450\uc0b0\uc5d0\ub108\ube4c\ub9ac\ud2f0(+5.1%)\uac00 \ub3d9\ubc18 \uac15\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uc6d0\ucc9c\uae30\uc220 \uc9c0\uc2dd\uc7ac\uc0b0\uad8c\uc740 \ubcf4\uc720\ud588\uc73c\ub098 \uc2dc\uacf5 \uc5ed\ub7c9\uc774 \ubd80\uc871\ud55c \ubbf8\uad6d\uacfc, \uae00\ub85c\ubc8c \ucd5c\uace0 \uc218\uc900\uc758 \uc6d0\uc804 \uc2dc\uacf5 \ub2a5\ub825\uc744 \uac16\ucd98 \ud55c\uad6d\uc758 \uc774\ud574\uad00\uacc4\uac00 \ub9de\uc544\ub5a8\uc5b4\uc9c8 \uac83\uc774\ub77c\ub294 \ubd84\uc11d\uc774 \uc218\uc8fc \uae30\ub300\uac10\uc744 \ud0a4\uc6e0\uc2b5\ub2c8\ub2e4. \uc774\ub85c \uc778\ud574 8\uc6d4 \uc911 \ucf54\uc2a4\ud53c \uc9c0\uc218\uac00 5% \ub118\uac8c \ud558\ub77d\ud558\ub294 \ub3d9\uc548 \uac74\uc124\uc5c5 \uc9c0\uc218\ub294 \uc624\ud788\ub824 17% \uc774\uc0c1 \uc0c1\uc2b9\ud558\ub294 \ub3c5\uc790\uc801 \uac15\uc138\ub97c \uc2dc\ud604\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

9\uc6d4 HBM4 \ucd9c\ud558\uc640 ETF \uccad\uc0b0 \uc555\ub825 \uc644\ud654\uc5d0 \ub530\ub978 \uc8fc\ub3c4\uc8fc \ubcf5\uadc0 \uc2dc\ub098\ub9ac\uc624<\/h2>\n\n\n\n
\"\ucc28\uc138\ub300<\/figure>\n\n\n\n

\ud604\uc7ac \uc804\uac1c\ub418\ub294 \uc885\ubaa9 \uc21c\ud658\ub9e4\ub294 \ubc18\ub3c4\uccb4 \ub300\ud615\uc8fc\uc758 \uad6c\uc870\uc801 \ud558\ub77d\uc5d0 \ub530\ub978 \uc774\ud0c8\uc774 \uc544\ub2c8\ub77c, \uc0c1\ubc18\uae30 \ub3d9\uc548 \ub204\uc801\ub41c \uadf9\ub2e8\uc801 \uc3e0\ub9bc\uacfc \ubc38\ub958\uc5d0\uc774\uc158 \ucc29\uc2dc\ub97c \uc815\uc0c1\ud654\ud558\ub294 \uac74\uc804\ud55c ‘\ud0a4 \ub9de\ucd94\uae30’ \uad6d\uba74\uc785\ub2c8\ub2e4. \uc804\ubb38\uac00\ub4e4\uc740 \ub808\ubc84\ub9ac\uc9c0 ETF\uc758 \ucc28\uc775 \uc2e4\ud604 \ubc0f \uccad\uc0b0 \uc555\ub825\uc774 8\uc6d4 \ub9d0\uc744 \uae30\uc810\uc73c\ub85c \uc644\ud654\ub418\uace0 \uc788\uc5b4 \uc218\uae09 \uaf2c\uc784 \ud604\uc0c1\uc774 \uc810\uc9c4\uc801\uc73c\ub85c \ud574\uc18c\ub420 \uac83\uc73c\ub85c \ubd84\uc11d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub300\ud615 \ubc18\ub3c4\uccb4\uc8fc\ub85c\uc758 \uc218\uae09 \ud68c\uadc0\ub97c \uacb0\uc815\uc9d3\ub294 \ud575\uc2ec \ubcc0\uc218\ub294 \uc778\uacf5\uc9c0\ub2a5(AI) \uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58(GPU)\uc5d0 \ud544\uc218\uc801\uc778 6\uc138\ub300 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac, \uc989 HBM4\uc758 \ubcf8\uaca9\uc801\uc778 \ucd9c\ud558 \uc77c\uc815\uc785\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \ubaa8\ub450 3\ubd84\uae30 \ub9d0\ubd80\ud130 HBM4 \uacf5\uae09 \uac00\uc2dc\uc131\uc744 \uc785\uc99d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \ub9cc\ud07c, \ucc28\uc138\ub300 \uce69\uc14b \uc591\uc0b0 \uc77c\uc815\uc774 \uacf5\uc2dd\ud654\ub418\ub294 \uc2dc\uc810\uc5d0 \uc678\uad6d\uc778\uacfc \uae30\uad00\uc758 \ud328\uc2dc\ube0c \uc790\uae08\uc774 \uc7ac\uc720\uc785\ub420 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub530\ub77c\uc11c \ud22c\uc790\uc790\ub4e4\uc740 \ub2e8\uae30\uc801\uc73c\ub85c \uc2e4\uc801 \uac00\uc2dc\uc131\uc774 \uc785\uc99d\ub41c K\ubdf0\ud2f0 ODM \uae30\uc5c5\uacfc \uad6d\uac00 AI \uc778\ud504\ub77c \uc218\ud61c\uc8fc\ub97c \uc911\uc2ec\uc73c\ub85c \uc21c\ud658\ub9e4 \uc218\uc775\uc744 \ucd94\uad6c\ud558\ub418, 9\uc6d4 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \uc774\ubca4\ud2b8\uc640 \uc218\uae09 \uc548\uc815\ud654 \uad6d\uba74\uc744 \ud65c\uc6a9\ud574 \ub300\ud615 \ubc18\ub3c4\uccb4\uc8fc\uc758 \uc800\uc810 \ubd84\ud560 \ub9e4\uc218 \ud0c0\uc774\ubc0d\uc744 \uc800\uc6b8\uc9c8\ud558\ub294 \ud22c\ud2b8\ub799 \uc804\ub7b5\uc774 \uac00\uc7a5 \uc720\ud6a8\ud569\ub2c8\ub2e4. \ub2e4\ub9cc \uae00\ub85c\ubc8c \ube45\ud14c\ud06c\uc758 AI \uc778\ud504\ub77c \uc124\ube44\ud22c\uc790(Capex) \uc9d1\ud589 \uc18d\ub3c4\uac00 \uc9c0\uc5f0\ub418\uac70\ub098 \uc804\ub825\ub9dd \ud655\ubcf4 \ubb38\uc81c\ub85c \ud504\ub85c\uc81d\ud2b8\uac00 \uc9c0\uc5f0\ub420 \uacbd\uc6b0 \uc21c\ud658\ub9e4\uc758 \uc9c0\uc18d \uae30\uac04\uc774 \uc608\uc0c1\ubcf4\ub2e4 \uae38\uc5b4\uc9c8 \uc218 \uc788\uc74c\uc744 \uc5fc\ub450\uc5d0 \ub450\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

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