{"id":752,"date":"2026-08-29T15:49:53","date_gmt":"2026-08-29T15:49:53","guid":{"rendered":"https:\/\/news.baramsol.com\/?p=752"},"modified":"2026-08-29T15:49:53","modified_gmt":"2026-08-29T15:49:53","slug":"%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90-%eb%aa%a9%ed%91%9c%ec%a3%bc%ea%b0%80-37%eb%a7%8c%ec%9b%90-%ec%a0%9c%ec%8b%9c%ec%99%80-%eb%b0%98%eb%8f%84%ec%b2%b4-%ea%b8%89%eb%9d%bd%ec%9e%a5-%ec%86%8d-%ec%97%87","status":"publish","type":"post","link":"https:\/\/news.baramsol.com\/?p=752","title":{"rendered":"\uc0bc\uc131\uc804\uc790 \ubaa9\ud45c\uc8fc\uac00 37\ub9cc\uc6d0 \uc81c\uc2dc\uc640 \ubc18\ub3c4\uccb4 \uae09\ub77d\uc7a5 \uc18d \uc5c7\uac08\ub9b0 \uc804\ub9dd\uc740 HBM \uc2e4\uc9c8 \uacf5\uae09\uacfc \uc8fc\uc8fc\ud658\uc6d0 \ud655\uc815\uc774\ub77c\ub294 \uac80\uc99d \uac00\ub2a5\ud55c \uc99d\uac70\ub97c \ud655\uc778\ud558\uba70 \ud310\ub2e8\ud574\uc57c \ud55c\ub2e4"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \ub300\uc7a5\uc8fc\uc758 \uc8fc\uac00\uac00 \ub3d9\ubc18 \uc870\uc815\uc744 \uacaa\ub294 \uac00\uc6b4\ub370 \uad6d\ub0b4 \uc99d\uad8c\uac00\uc5d0\uc11c \uc0bc\uc131\uc804\uc790\ub97c \ud5a5\ud574 \ud604\uc7ac \uc8fc\uac00 \ub300\ube44 \uc57d 44% \ub192\uc740 37\ub9cc \uc6d0\uc758 \ubaa9\ud45c\uc8fc\uac00\ub97c \uc720\uc9c0\ud574 \uc2dc\uc7a5\uc758 \uc774\ubaa9\uc774 \uc9d1\uc911\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc218\uce58\ub294 \ubbf8\ub798\uc5d0\uc14b\uc99d\uad8c \ub4f1 \uc8fc\uc694 \uc99d\uad8c\uc0ac\uac00 \ubc1c\ud45c\ud55c \ucd94\uc815\uce58\ub85c, \uae30\uc5c5\uc758 \ubc38\ub958\uc5d0\uc774\uc158 \uc800\ud3c9\uac00\uc640 \ub300\uaddc\ubaa8 \ud604\uae08\ubc30\ub2f9 \ubc0f \uc790\uc0ac\uc8fc \ud658\uc6d0\ucc45\uc744 \ubc14\ud0d5\uc73c\ub85c \uc0b0\ucd9c\ub418\uc5c8\uc73c\ub098 \uc544\uc9c1 \uc2e4\uc81c \uc218\uc8fc \uc2e4\uc801\uacfc \uc774\uc0ac\ud68c \ucd5c\uc885 \ud655\uc815\uc73c\ub85c \uc99d\uba85\ub41c \ud655\uc815\uce58\ub294 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uc790\uc790\uc5d0\uac8c \uc9c0\uae08 \ud544\uc694\ud55c \uac83\uc740 \ub2e8\uc21c\ud55c \uc7a5\ubc0b\ube5b \uc218\uce58\uc5d0 \ud3b8\uc2b9\ud558\ub294 \ud0dc\ub3c4\uac00 \uc544\ub2c8\ub77c, \uacfc\uac10\ud55c \ubaa9\ud45c\uac00\ub97c \ub4b7\ubc1b\uce68\ud560 \uac1d\uad00\uc801 \uadfc\uac70\uac00 \uc2e4\uc81c\ub85c \ucda9\uc871\ub418\uace0 \uc788\ub294\uc9c0 \uba74\ubc00\ud788 \ub530\uc838\ubcf4\ub294 \ub0c9\ucca0\ud55c \ubd84\uc11d\uc785\ub2c8\ub2e4. \ubcf8 \ub9ac\ud3ec\ud2b8\uc5d0\uc11c\ub294 \ubc38\ub958\uc5d0\uc774\uc158\uc758 \ud0c0\ub2f9\uc131, \ud575\uc2ec \uc778\uacf5\uc9c0\ub2a5(AI) \uba54\ubaa8\ub9ac \uacf5\uae09\ub9dd\uc758 \uae30\uc220 \uaca9\ucc28, \uadf8\ub9ac\uace0 \uc8fc\uc8fc\ud658\uc6d0 \ud604\uc2e4\ud654 \uc5ec\ubd80\ub97c \ub2e4\uac01\ub3c4\ub85c \uac80\uc99d\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ubc38\ub958\uc5d0\uc774\uc158 \uc800\ud3c9\uac00\uc640 110\uc870 \uc6d0 \uc8fc\uc8fc\ud658\uc6d0 \ub85c\ub4dc\ub9f5\uc758 \uc2e4\ud6a8\uc131<\/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-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09.png\" alt=\"\uae30\uc5c5 \ubc38\ub958\uc5d0\uc774\uc158 \uc800\ud3c9\uac00 \uc9c0\ud45c\uc640 \uc8fc\uc8fc\ud658\uc6d0 \uc7ac\ubb34 \ub370\uc774\ud130\ub97c \ubd84\uc11d\ud558\ub294 \uc7a5\uba74 \uc2dc\uac01\ud654\" class=\"wp-image-748\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09-300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09-1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/01-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09-768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uadfc \uc0bc\uc131\uc804\uc790\uc758 12\uac1c\uc6d4 \uc120\ud589 \uc8fc\uac00\uc21c\uc790\uc0b0\ube44\uc728(PBR)\uacfc \uc8fc\uac00\uc218\uc775\ube44\uc728(PER)\uc740 \uac01\uac01 1.7\ubc30\uc640 4.3\ubc30 \uc218\uc900\uae4c\uc9c0 \ub0ae\uc544\uc838 AI \ub7a0\ub9ac \uc774\uc804\uc758 \uacfc\uac70 \uc800\uc810 \uc218\uc900\uc5d0 \ub3c4\ub2ec\ud588\uc2b5\ub2c8\ub2e4. \uc5ec\uae30\uc11c 12\uac1c\uc6d4 \uc120\ud589 PER\uacfc PBR\uc740 \ud5a5\ud6c4 1\ub144\uac04 \uae30\uc5c5\uc774 \ubc8c\uc5b4\ub4e4\uc77c \uc608\uc0c1 \uc774\uc775\uacfc \ubcf4\uc720 \uc21c\uc790\uc0b0 \ub300\ube44 \ud604\uc7ac \uc8fc\uac00\uac00 \uc5b4\ub290 \uc815\ub3c4 \uc704\uce58\uc5d0 \uc788\ub294\uc9c0\ub97c \uce21\uc815\ud558\ub294 \uc9c0\ud45c\ub85c, \ud604\uc7ac \uc218\uce58\ub294 \uae30\uc5c5\uc758 \uae30\ucd08 \uccb4\ub825 \ub300\ube44 \uc8fc\uac00\uac00 \uc0c1\ub2f9 \uc218\uc900 \ud560\uc778\ub418\uc5b4 \uac70\ub798\ub418\uace0 \uc788\uc74c\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uc640 \ub354\ubd88\uc5b4 \ud68c\uc0ac\uac00 \ubc1c\ud45c\ud55c 90\uc870~110\uc870 \uc6d0 \uaddc\ubaa8\uc758 \ub300\uaddc\ubaa8 \uc8fc\uc8fc\ud658\uc6d0 \uacc4\ud68d\uacfc 3\ubd84\uae30 30\uc870 \uc6d0 \uaddc\ubaa8\uc758 \ud604\uae08\ubc30\ub2f9 \uc608\uc815\uc561\uc740 \uc8fc\uac00\uc758 \ud558\ubc29 \uacbd\uc9c1\uc131\uc744 \ud655\ubcf4\ud558\ub294 \ud575\uc2ec \uc548\uc804\ud310\uc73c\ub85c \ud3c9\uac00\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. KB\uc99d\uad8c \ub4f1\uc740 \ubd84\uae30 \uc601\uc5c5\uc774\uc775 \uac1c\uc120\uacfc \ub300\uaddc\ubaa8 \uc8fc\uc8fc\ud658\uc6d0\uc774 \ub3d9\uc2dc\uc5d0 \ub9de\ubb3c\ub9ac\uba70 \uac15\ub825\ud55c \uae30\uc5c5\uac00\uce58 \uc7ac\ud3c9\uac00\ub97c \uacac\uc778\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc \uc794\uc5ec \uc8fc\uc8fc\ud658\uc6d0\uc758 \uad6c\uccb4\uc801 \uc2e4\ud589 \ubc29\uc2dd\uc740 \ub0b4\ub144 1\uc6d4 \uc774\uc0ac\ud68c \uc2b9\uc778\uc744 \uac70\uccd0\uc57c \ud558\ubbc0\ub85c \uc8fc\uc8fc\uac00\uce58 \uc81c\uace0 \ud6a8\uacfc\uac00 \uc644\uc804\ud788 \ubc1c\ud604\ub418\uae30\uae4c\uc9c0\ub294 \uacf5\uc2dd \uc758\uacb0 \uc808\ucc28\ub97c \ud655\uc778\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">HBM \uacbd\uc7c1\ub825\uacfc \uae00\ub85c\ubc8c \ube45\ud14c\ud06c \uacf5\uae09\ub9dd \uc9c4\uc785\uc758 \uc9c4\uc2e4<\/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-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09.png\" alt=\"HBM \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\uc758 \uc815\ubc00 \ubc18\ub3c4\uccb4 \uad6c\uc870\uc640 \uae30\uc220 \uacbd\uc7c1\ub825\uc744 \uac15\uc870\" class=\"wp-image-749\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09-300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09-1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/02-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09-768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">37\ub9cc \uc6d0\uc774\ub77c\ub294 \uacf5\uaca9\uc801\uc778 \ubaa9\ud45c\uc8fc\uac00\uac00 \uc815\ub2f9\uc131\uc744 \ud655\ubcf4\ud558\ub824\uba74 \uc778\uacf5\uc9c0\ub2a5 \uc5f0\uc0b0\uc758 \ud575\uc2ec \ubd80\ud488\uc778 HBM(\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac) \ubd84\uc57c\uc5d0\uc11c \uac00\uc2dc\uc801\uc778 \ub0a9\ud488 \uc131\uacfc\uac00 \ubc18\ub4dc\uc2dc \uc99d\uba85\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. HBM\uc740 \uc5ec\ub7ec \uac1c\uc758 D\ub7a8\uc744 \uc218\uc9c1\uc73c\ub85c \uc313\uc544 \ub370\uc774\ud130 \ucc98\ub9ac \uc18d\ub3c4\ub97c \ud68d\uae30\uc801\uc73c\ub85c \ub192\uc778 \ucc28\uc138\ub300 \uace0\uc131\ub2a5 \uba54\ubaa8\ub9ac\ub85c, \ud604\uc7ac \uc5d4\ube44\ub514\uc544\ub97c \ube44\ub86f\ud55c \uae00\ub85c\ubc8c \ube45\ud14c\ud06c\uc758 AI \uac00\uc18d\uae30 \uc0dd\ud0dc\uacc4\ub97c \ub3c5\uc810\uc801\uc73c\ub85c \uc774\ub044\ub294 \ud575\uc2ec \uce69\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud604\uc7ac \uc99d\uad8c\uc0ac \uac04 \ubaa9\ud45c\uc8fc\uac00 \uaca9\ucc28\uac00 36\ub9cc \uc6d0\uc5d0\uc11c 65\ub9cc \uc6d0\uae4c\uc9c0 \uadf9\ub2e8\uc801\uc73c\ub85c \ubc8c\uc5b4\uc838 \uc788\ub294 \uadfc\ubcf8 \uc6d0\uc778\uc740 \uc0bc\uc131\uc804\uc790\uc758 \ucc28\uc138\ub300 HBM \uc591\uc0b0 \ubc0f \ud004 \ud14c\uc2a4\ud2b8 \ud1b5\uacfc \uc2dc\uc810\uc5d0 \ub300\ud55c \ud574\uc11d\uc774 \uc5c7\uac08\ub9ac\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc9c0\ub09c\ub2ec \uc804\uccb4 \uc99d\uad8c\uac00 \ubcf4\uace0\uc11c \uc911 \ubaa9\ud45c\uc8fc\uac00 \ud558\ud5a5 \uac74\uc218\uac00 580\uac74\uc5d0 \ub2ec\ud574 \uc0c1\ud5a5 \uac74\uc218(351\uac74)\ub97c \uc555\ub3c4\ud55c \ud604\uc0c1\uc740 \uc2dc\uc7a5 \ub0b4 \uae30\uc220 \uac80\uc99d\uc5d0 \ub300\ud55c \uc2e0\uc911\ub860\uc774 \ub9cc\ub9cc\uce58 \uc54a\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ub530\ub77c\uc11c \ubca4\ub354 \uc9c4\uc785 \uc5ec\ubd80\uc640 \ub300\uaddc\ubaa8 \uc7a5\uae30\uacf5\uae09\uacc4\uc57d(LTA) \uccb4\uacb0 \uc18c\uc2dd\uc774 \uacf5\uc2dc\ub85c \ud655\uc778\ub418\uae30 \uc804\uae4c\uc9c0\ub294 \ubcf8\uaca9\uc801\uc778 \uc2e4\uc801 \ud000\ud140\uc810\ud504\ub97c \uc608\ub2e8\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc911\uad6d AI \ub370\uc774\ud130\uc13c\ud130 \uc99d\uc124\uacfc \ubc18\ub3c4\uccb4 \uc790\uae09\ub960\uc758 \ub4dd\uc2e4 \uacc4\uc0b0<\/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-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09.png\" alt=\"AI \ub370\uc774\ud130\uc13c\ud130 \uc778\ud504\ub77c \ud655\uc7a5\uacfc \uae00\ub85c\ubc8c \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc218\uc694 \ud604\uc7a5 \ubb18\uc0ac\" class=\"wp-image-750\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09-300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09-1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/03-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09-768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc911\uad6d\ubc1c \ubc18\ub3c4\uccb4 \uc790\uae09\ud654 \uc6c0\uc9c1\uc784\uc740 \uc911\uc7a5\uae30\uc801 \uc704\ud611 \uc694\uc778\uc774\uc9c0\ub9cc, \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uad6d\ub0b4 \uba54\ubaa8\ub9ac \uacf5\uae09\ub9dd\uc5d0 \uc6b0\ud638\uc801\uc778 \uc218\uae09 \ud658\uacbd\uc744 \uc870\uc131\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 AI \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc6a9\ub7c9\uc740 \uc62c\ud574 40GW\uc5d0\uc11c 2030\ub144 80GW\ub85c 2\ubc30 \uc774\uc0c1 \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc774\ub294 \uace0\uc131\ub2a5 \uc11c\ubc84\uc6a9 \uc77c\ubc18 D\ub7a8\uacfc \ub0b8\ub4dc\ud50c\ub798\uc2dc\uc5d0 \ub300\ud55c \uac15\ub825\ud55c \ub300\uccb4 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc911\uad6d \ub85c\uceec \ud339\uc758 HBM3\uae09 \uc790\uae09 \uc2dc\uc810\uc740 \ucd5c\uc18c 2\ub144 \uc774\uc0c1\uc758 \uae30\uc220 \uaca9\ucc28\uac00 \uc874\uc7ac\ud558\uba70, HBM \uc81c\uc870 \uacf5\uc815\uc740 \uc77c\ubc18 D\ub7a8 \ub300\ube44 \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub2a5\ub825\uc744 \uc57d 4\ubc30 \ub354 \uc7a0\uc2dd\ud558\ub294 \uad6c\uc870\uc801 \ud2b9\uc131\uc744 \uc9c0\ub2d9\ub2c8\ub2e4. \uc989 \uae00\ub85c\ubc8c \uc120\ub450 \uc5c5\uccb4\ub4e4\uc774 HBM \uc0dd\uc0b0\ub77c\uc778\uc744 \uc99d\uc124\ud560\uc218\ub85d \ubc94\uc6a9 \ub808\uac70\uc2dc D\ub7a8\uc758 \uacf5\uae09 \uacfc\uc789 \uc704\ud5d8\uc740 \uc624\ud788\ub824 \uc644\ud654\ub418\ub294 \uad6c\uc870\uc785\ub2c8\ub2e4. \ub2e4\ub9cc \ubbf8\uad6d\uc758 \ucd94\uac00 \ub300\uc911 \uc218\ucd9c \ud1b5\uc81c \uc218\uc704\uc640 \uc911\uad6d \uc790\uccb4 \uce69 \uc0dd\ud0dc\uacc4 \ud655\uc7a5 \uc18d\ub3c4\ub294 \ud5a5\ud6c4 \uad6d\ub0b4 \uae30\uc5c5\uc758 \ucd9c\ud558 \ub2e8\uac00\uc5d0 \uc9c1\uc811\uc801\uc778 \ubcc0\uc218\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud22c\uc790\uc790\uac00 \ud655\uc778\ud574\uc57c \ud560 \ud575\uc2ec \ubcc0\uc218\uc640 \ub300\uc751 \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\/04-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09.png\" alt=\"\uac1d\uad00\uc801 \uc99d\uac70\ub97c \uae30\ubc18\uc73c\ub85c \ucc28\ubd84\ud558\uac8c \uc2dc\uc7a5\uc744 \uad00\ub9dd\ud558\uace0 \ubd84\uc11d\ud558\ub294 \ud22c\uc790\uc790\uc758 \uc2e0\uc911\ud55c \ud0dc\ub3c4 \ud45c\ud604\" class=\"wp-image-751\" srcset=\"https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/04-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09.png 1408w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/04-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09-300x164.png 300w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/04-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09-1024x559.png 1024w, https:\/\/news.baramsol.com\/wp-content\/uploads\/2026\/08\/04-\uc0bc\uc131\uc804\uc790-\ubaa9\ud45c\uc8fc\uac00-37\ub9cc\uc6d0-\uc81c\uc2dc\uc640-\ubc18\ub3c4\uccb4-\uae09-768x419.png 768w\" sizes=\"auto, (max-width: 1408px) 100vw, 1408px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc9c\ubb38\ud559\uc790 \uce7c \uc138\uc774\uac74\uc774 \uac15\uc870\ud588\ub4ef \ube44\ubc94\ud55c \uc8fc\uc7a5\uc5d0\ub294 \ubc18\ub4dc\uc2dc \ube44\ubc94\ud55c \uc99d\uac70\uac00 \ub4a4\ub530\ub77c\uc57c \ud558\uba70, \uc774\ub294 \uae09\ubcc0\ud558\ub294 \ubc18\ub3c4\uccb4 \uc8fc\uc2dd \uc2dc\uc7a5\uc5d0\uc11c\ub3c4 \uc720\ud6a8\ud55c \uc6d0\uce59\uc785\ub2c8\ub2e4. \uc8fc\uac00 \uae09\ub77d \uad6d\uba74\uc5d0\uc11c \uc81c\uc2dc\ub41c 44%\uc758 \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\ub825\uc740 \uadf8\ub7f4\ub4ef\ud55c \uc11c\uc0ac\ub9cc\uc73c\ub85c \ub2ec\uc131\ub420 \uc218 \uc5c6\uc73c\uba70 \uba85\ud655\ud55c \uc815\ub7c9 \ub370\uc774\ud130\ub85c \uc785\uc99d\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud5a5\ud6c4 \ud22c\uc790\uc790\uac00 \ubc18\ub4dc\uc2dc \ucd94\uc801\ud574\uc57c \ud560 \ud575\uc2ec \uc9c0\ud45c\ub294 \uc138 \uac00\uc9c0\uc785\ub2c8\ub2e4. \uccab\uc9f8, \uae00\ub85c\ubc8c AI \uac00\uc18d\uae30 \uc120\ub3c4 \uae30\uc5c5\uc73c\ub85c\uc758 \ucc28\uc138\ub300 HBM \uc2e4\uc81c \ucd9c\ud558\ub7c9\uacfc \uc7a5\uae30 \uc218\uc8fc \uacf5\uc2dc, \ub458\uc9f8, \ub0b4\ub144 1\uc6d4 \uc774\uc0ac\ud68c\uc5d0\uc11c \ud655\uc815 \ubc1c\ud45c\ub420 \uad6c\uccb4\uc801\uc778 \uc8fc\uc8fc\ud658\uc6d0 \ubc30\ubd84 \ubc29\uc2dd, \uc14b\uc9f8, \uc911\uad6d AI \uc778\ud504\ub77c \ud655\uc7a5\uc5d0 \ub530\ub978 \ubd84\uae30\ubcc4 \uba54\ubaa8\ub9ac \uc218\ucd9c \ub2e8\uac00(ASP) \ucd94\uc774\uc785\ub2c8\ub2e4. \uc7a5\ubc0b\ube5b \uc804\ub9dd\uc5d0 \ubb34\uc870\uac74 \ud3b8\uc2b9\ud558\uae30\ubcf4\ub2e4 \uc774 \uac19\uc740 \uc2e4\uc9c8 \uc99d\uac70\ub4e4\uc758 \ucd95\uc801 \uacfc\uc815\uc744 \ucc28\ubd84\ud788 \uc9c0\ucf1c\ubcf4\uba70 \ubd84\ud560 \ub9e4\uc218 \ub4f1 \ubcf4\uc218\uc801\uc778 \uc811\uadfc\uc744 \uc720\uc9c0\ud558\ub294 \uc804\ub7b5\uc774 \ubc14\ub78c\uc9c1\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.samsung.com\/sec\/ir\/\" target=\"_blank\" rel=\"noopener\">\uc0bc\uc131\uc804\uc790 IR \uae30\uc5c5\uc124\uba85\ud68c \ubc0f \uacf5\uc2dc \uc790\ub8cc<\/a><\/li>\n<li><a href=\"https:\/\/securities.miraeasset.com\" target=\"_blank\" rel=\"noopener\">\ubbf8\ub798\uc5d0\uc14b\uc99d\uad8c \ub9ac\uc11c\uce58\uc13c\ud130 \uc0b0\uc5c5\ubd84\uc11d \ubcf4\uace0\uc11c<\/a><\/li>\n<li><a href=\"https:\/\/www.kbsec.com\" target=\"_blank\" rel=\"noopener\">KB\uc99d\uad8c \ud22c\uc790\uc815\ubcf4 \ub9ac\uc11c\uce58 \ubcf4\uace0\uc11c<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \ub300\uc7a5\uc8fc\uc758 \uc8fc\uac00\uac00 \ub3d9\ubc18 \uc870\uc815\uc744 \uacaa\ub294 \uac00\uc6b4\ub370 \uad6d\ub0b4 \uc99d\uad8c\uac00\uc5d0\uc11c \uc0bc\uc131\uc804\uc790\ub97c \ud5a5\ud574 \ud604\uc7ac \uc8fc\uac00 \ub300\ube44 \uc57d 44% \ub192\uc740 37\ub9cc \uc6d0\uc758 \ubaa9\ud45c\uc8fc\uac00\ub97c \uc720\uc9c0\ud574 \uc2dc\uc7a5\uc758 \uc774\ubaa9\uc774 \uc9d1\uc911\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc218\uce58\ub294 \ubbf8\ub798\uc5d0\uc14b\uc99d\uad8c \ub4f1 \uc8fc\uc694 \uc99d\uad8c\uc0ac\uac00 \ubc1c\ud45c\ud55c \ucd94\uc815\uce58\ub85c, \uae30\uc5c5\uc758 \ubc38\ub958\uc5d0\uc774\uc158 \uc800\ud3c9\uac00\uc640 \ub300\uaddc\ubaa8 \ud604\uae08\ubc30\ub2f9 \ubc0f \uc790\uc0ac\uc8fc \ud658\uc6d0\ucc45\uc744 \ubc14\ud0d5\uc73c\ub85c \uc0b0\ucd9c\ub418\uc5c8\uc73c\ub098 \uc544\uc9c1 \uc2e4\uc81c \uc218\uc8fc \uc2e4\uc801\uacfc \uc774\uc0ac\ud68c \ucd5c\uc885 \ud655\uc815\uc73c\ub85c \uc99d\uba85\ub41c \ud655\uc815\uce58\ub294 \uc544\ub2d9\ub2c8\ub2e4. \ud22c\uc790\uc790\uc5d0\uac8c [&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-752","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=\"\uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \ub300\uc7a5\uc8fc\uc758 \uc8fc\uac00\uac00 \ub3d9\ubc18 \uc870\uc815\uc744 \uacaa\ub294 \uac00\uc6b4\ub370 \uad6d\ub0b4 \uc99d\uad8c\uac00\uc5d0\uc11c \uc0bc\uc131\uc804\uc790\ub97c \ud5a5\ud574 \ud604\uc7ac \uc8fc\uac00 \ub300\ube44 \uc57d 44% \ub192\uc740 37\ub9cc \uc6d0\uc758 \ubaa9\ud45c\uc8fc\uac00\ub97c \uc720\uc9c0\ud574 \uc2dc\uc7a5\uc758 \uc774\ubaa9\uc774 \uc9d1\uc911\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc218\uce58\ub294 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