{"id":10365,"date":"2022-07-07T08:34:00","date_gmt":"2022-07-06T23:34:00","guid":{"rendered":"https:\/\/hibulls.com\/?p=10365"},"modified":"2022-07-07T10:08:21","modified_gmt":"2022-07-07T01:08:21","slug":"07-07-%ed%95%98%ec%9d%b4%eb%b6%88%ec%8a%a4-%ed%8e%80%eb%93%9c-%ec%a0%84%eb%9e%b5","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=10365","title":{"rendered":"[07.07] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5"},"content":{"rendered":"\n

\uc624\ub298\uc740 \uc0bc\uc131\uc804\uc790 2\ubd84\uae30 \uc7a0\uc815 \uc2e4\uc801 \ubc1c\ud45c \uc774\ubca4\ud2b8<\/strong>\uac00 \uc788\ub294 \ub0a0\uc785\ub2c8\ub2e4. 4\uc6d4 \uc774\ud6c4 \uc0bc\uc131\uc804\uc790 \uc774\uc775 \ucee8\uc13c\uc11c\uc2a4\uac00 \uacc4\uc18d \ud558\ud5a5\ub418\uc5c8\uace0, \uc8fc\uac00\ub3c4 2020\ub144 11\uc6d4 \uc218\uc900\uae4c\uc9c0 \ub0b4\ub824\uc640 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \ub4f1 IT \ucd1d \uc218\uc694 \uac10\uc18c\uc5d0 \ub300\ud55c \uc6b0\ub824\ub85c \uc2e4\uc801 \ub208\ub192\uc774\uac00 \ub2e4\uc18c \ub0ae\uc544\uc84c\uc9c0\ub9cc, \uc6b0\ub824\ub97c \ubd88\uc2dd\uc2dc\ud0ac \ub9cc\ud55c \uc2e4\uc801\uc744 \ubc1c\ud45c\ud574\uc900\ub2e4\uba74 \uc2dc\uc7a5 \ubd84\uc704\uae30\ub97c \ud658\uae30\uc2dc\ud0a4\ub294\ub370 \uc88b\uc740 \uc7ac\ub8cc\uac00 \ub420 \uac83 \uac19\uc2b5\ub2c8\ub2e4.<\/strong> \uc544\ub798\ub294 \ucd5c\uadfc 1\uac1c\uc6d4 \uac01 \uc99d\uad8c\uc0ac\ubcc4 \uc0bc\uc131\uc804\uc790 \uc2e4\uc801 \ucd94\uc815\uce58\uc640 \ubaa9\ud45c\uc8fc\uac00<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\ud604\uc7ac \uc2dc\uc7a5\uc5d0 \ud615\uc131\ub418\uc5b4 \uc788\ub294 \uc0bc\uc131\uc804\uc790\uc758 2\ubd84\uae30 \uc2e4\uc801 \ucee8\uc13c\uc11c\uc2a4\ub294 \ub9e4\ucd9c\uc561 77.2\uc870\uc6d0, \uc601\uc5c5\uc774\uc775 14.7\uc870\uc6d0<\/span><\/span><\/strong>\uc785\ub2c8\ub2e4. \ucee8\uc13c\uc11c\uc2a4\ub294 \uc2dc\uacc4\uc5f4\uc774 1\uac1c\uc6d4\ubcf4\ub2e4 \uae38\uae30 \ub54c\ubb38\uc5d0, \uc704 \ud45c\uc640\ub294 \uc57d\uac04\uc758 \ucc28\uc774\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc\uc5d0 \uc2e4\uc801 \uc804\ub9dd\uce58\uac00 \ub354 \ub0b4\ub824\uc654\ub2e4\ub294 \uc758\ubbf8<\/strong>\uc785\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790 \uc2e4\uc801\uc740 \uc624\ub298 \uac1c\uc7a5 \uc804 \ubc1c\ud45c\ub429\ub2c8\ub2e4.<\/p>\n\n\n

\n
\"\"<\/figure><\/div>\n\n\n

\ubbf8\uad6d \uc804\uae30\ucc28 \uc5c5\uccb4<\/strong> \ub9ac\ube44\uc548\uc774 2\ubd84\uae30\uc5d0 \ucc28\ub7c9\uc744 4401\ub300 \uc0dd\uc0b0\ud588\uace0, 4467\ub300\ub97c \uc778\ub3c4\ud588\ub2e4\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \uc0dd\uc0b0\ub7c9\uc740 +72%(QoQ), \uc778\ub3c4\ub7c9\uc740 +264%(QoQ) \uc99d\uac00\ud55c \uc218\uce58<\/strong>\uc785\ub2c8\ub2e4. <\/p>\n\n\n\n

\"\"<\/a>
\u25b2 \uc774\ubbf8\uc9c0 \ud074\ub9ad \uc2dc \ud574\ub2f9 \uae30\uc0ac\ub85c \uc774\ub3d9<\/em><\/figcaption><\/figure>\n\n\n\n

\uc608\uc0c1\ubcf4\ub2e4 \ud6e8\uc52c \uc88b\uc740 \uc131\uc801\uc744 \ubc1c\ud45c\ud55c \ub9ac\ube44\uc548\uc740 \uc62c\ud574 \uc5f0\uac04 \ubaa9\ud45c \uc0dd\uc0b0\ub7c9 25000\ub300\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \ub274\uc695\uc99d\uc2dc\uc5d0\uc11c \ub9ac\ube44\uc548\uc758 \uc8fc\uac00\ub294 +10% \uae09\ub4f1\ud588\ub124\uc694.<\/p>\n\n\n\n

\ub9ac\ube44\uc548\uc740 \uc0bc\uc131SDI\ub85c\ubd80\ud130 \uc6d0\ud1b5\ud615 \ubc30\ud130\ub9ac\ub97c \uacf5\uae09<\/strong> \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131SDI+\uc0bc\uc131SDI\uc5d0 \uc6d0\ud1b5\ud615 \ubc30\ud130\ub9ac \ubd80\ud488\uc744 \ub0a9\ud488\ud558\ub294 \ubca4\ub354(\uc0c1\uc2e0\uc774\ub514\ud53c, TCC\uc2a4\ud2f8, \uc2e0\ud765\uc5d0\uc2a4\uc774\uc528, \ud14c\uc774\ud329\uc2a4)\uae4c\uc9c0 \ubaa8\ub450 \uc88b\uc744 \uac83<\/strong> \uac19\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n

\ubca4\ub354\uc0ac \uc911\uc5d0\ub294 \uc2e4\uc801\uc774 \ubd84\uae30(QoQ)\ub85c \uacc4\uc18d \uc131\uc7a5\ud558\uace0, \ubc38\ub958\uc5d0\uc774\uc158 \ub9e4\ub825\uae4c\uc9c0 \uac16\ucd98 \uc0c1\uc2e0\uc774\ub514\ud53c, TCC\uc2a4\ud2f8\uc744 Top-Pick<\/span><\/span>\uc73c\ub85c \ubd05\ub2c8\ub2e4.<\/strong> \ud604\uc7ac \ud380\ub4dc\uc5d0 TCC\uc2a4\ud2f8\uc744 \ud3b8\uc785 \uc911<\/strong>\uc774\uba70, \uc0c1\uc2e0\uc774\ub514\ud53c\ub294 \ud22c\ubfd4 \ucd94\ucc9c\uc8fc(https:\/\/hibulls.com\/?p=1860)\uc640 \uc774\uc9c0\uc2a4x\uc720\uc548\ud0c0 \uc90d\uc90d\uc8fc\ub85c\ub3c4 \ucd94\ucc9c<\/strong><\/span>\ud574\ub4dc\ub838\uc2b5\ub2c8\ub2e4. TCC\uc2a4\ud2f8\uc740 \ud604\uc7ac\uac00\uac00 \ud380\ub4dc \ud3b8\uc785\uac00\ubcf4\ub2e4 \ub0ae\uc73c\ub2c8, \uc544\uc9c1 \ud3b8\uc785\ud558\uc9c0 \ubabb\ud558\uc168\ub2e4\uba74 \uc9c0\uae08 \uc790\ub9ac\uc5d0\uc11c \ub9e4\uc218\ub3c4 \ucd94\ucc9c<\/strong>\ub4dc\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc90d\uc90d\uc8fc\ub294 \uc720\uc548\ud0c0\uc99d\uad8c \uacc4\uc88c \uac1c\uc124\ud558\uace0 \uc608\ud0c1\uc790\uc0b0 100\ub9cc\uc6d0 \uc774\uc0c1, \uc6d4 \ub9e4\ub9e4 1\ud68c \uc774\uc0c1\ub9cc \ud558\uba74 \ubaa8\ubc14\uc77c\uc571(MTS)\uc73c\ub85c \ucd94\ucc9c\uc8fc\ub97c \ubc1c\uc1a1\ud574\ub4dc\ub9ac\ub294 \uc11c\ube44\uc2a4\uc785\ub2c8\ub2e4. \uaf2d \uc2e0\uccad\ud574\ub450\uc138\uc694!
(\uc2e0\uccad \ub9c1\ud06c : https:\/\/m.myasset.com\/extern\/smart\/NF_0000000_M1.cmd?01=MDc=&02=MTAwMTE=&03=MjExMDEwMDI=&04=MDAwMDAwMDA=&05=VUE=<\/a>)<\/em><\/strong><\/p>\n\n\n

\n
\"\"<\/figure><\/div>\n\n\n

\uc544\ub798\ub294 \uc624\ub298\uc790 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud604\ud669<\/strong>\uc785\ub2c8\ub2e4. <\ub8e8\ud2b8\ub85c\ub2c9>\uc744 \uc2e0\uaddc \ud3b8\uc785<\/span><\/span>\ud588\uace0, \ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

\ud3b8\uc785 \uc885\ubaa9 \uc911 SK\uc774\ub178\ubca0\uc774\uc158<\/strong>\uc758 \uc8fc\uac00\uac00 \ucd5c\uadfc \uc720\uac00 \ud558\ub77d\uc138\uc5d0 \uc5f0\ub3d9\ub418\uba70 \ud558\ubc29 \uc555\ub825\uc744 \uac70\uc138\uac8c \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uad6d\uc81c\uc720\uac00 \uac00\uaca9\uc774 \uace0\uc810\uc5d0\uc11c \uaebe\uc774\uae34 \ud588\uc5b4\ub3c4, \uc5ec\uc804\ud788 \ubc30\ub7f4 \ub2f9 100$ \ubd80\uadfc<\/strong>\uc5d0\uc11c \uc6c0\uc9c1\uc774\uace0 \uc788\uace0, \uc720\uac00 \uac15\uc138\uc758 \uac00\uc7a5 \ud575\uc2ec \uc6d0\uc778\uc778 \uc6b0\ud06c\ub77c\uc774\ub098 \uc804\uc7c1\uc774 \ub05d\ub0a0 \uae30\ubbf8\uac00 \ubcf4\uc774\uc9c0 \uc54a\uace0 \uc788\uae30 \ub54c\ubb38\uc5d0, \ud558\ub77d\uc5d0\ub294 \ud55c\uacc4\uac00 \uc788\uc744 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uc758 \uc815\uc720\uac00\ub3d9\ub960\uc740 95%\ub85c \uac70\uc758 max \uc218\uc900<\/strong>\uc774\uace0, \uc0ac\uc6b0\ub514 \ub4f1 \uc911\ub3d9\uc740 \uc720\uac00 \uac15\uc138\ub85c \uc720\ub840 \uc5c6\ub294 \uacbd\uc81c \ud638\ud669\uc744 \ub9de\uace0 \uc788\uae30 \ub54c\ubb38\uc5d0, \uc801\uadf9\uc801\uc73c\ub85c \uc99d\uc0b0\uc5d0 \ub098\uc124 \ub3d9\uae30\uac00 \uc57d\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub610, \uc815\uc720 \uc81c\ud488 \ud310\uac00\uc5d0 \uc911\uc694\ud55c \ubcf5\ud569 \uc815\uc81c\ub9c8\uc9c4\uc740 2\ubd84\uae30 \ub0b4\ub0b4 \ubc30\ub7f4\ub2f9 20~30\ub2ec\ub7ec<\/strong>\ub97c \uc624\uac14\uc2b5\ub2c8\ub2e4. \uc804\uc77c\uc5d0\ub294 21.4\ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\ub294\ub370, 1\ubd84\uae30 \ud3c9\uade0\uc774 10\ub2ec\ub7ec<\/strong>\uc600\uc2b5\ub2c8\ub2e4. \ud558\ubc18\uae30\uc5d0\ub294 \uacbd\uae30 \ud558\uac15\uc73c\ub85c \uc778\ud55c \uc218\uc694 \ub454\ud654\ub85c \uc815\uc81c\ub9c8\uc9c4\uc774 \ub2e4\uc18c \ud558\ud5a5 \uc548\uc815\ud654\ub420 \uc218 \uc788\uc9c0\ub9cc, \ub2f9\ubd84\uac04\uc740 \ud0c0\uc774\ud2b8\ud55c \uacf5\uae09 \uc5ec\uac74 \uc9c0\uc18d\uc73c\ub85c \uc815\uc720 \uc0ac\uc5c5\ubd80 \uac15\uc138\uac00 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n

\"\"
\u25b2 \uad6d\uc81c\uc720\uac00 \ucd94\uc774<\/em><\/figcaption><\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n

SK\uc774\ub178\ubca0\uc774\uc158\uc758 \ud604\uc7ac \ubc38\ub958\uc5d0\uc774\uc158\uc740 \uc11d\uc720\ud654\ud559 \uc0ac\uc5c5\ubd80\ub9cc \uac04\uc2e0\ud788 \ubc18\uc601\ub418\uc5b4 \uc788\ub294 \uc0c1\ud0dc\uc785\ub2c8\ub2e4. \uacbd\uc7c1\uc0ac \ub300\ube44 \ud604\uc800\ud558\uac8c \uc800\ud3c9\uac00(\uc0ac\uc2e4\uc0c1 \ubbf8\ubc18\uc601)\ub418\uc5b4 \uc788\ub294 \ubc30\ud130\ub9ac \uc0ac\uc5c5\ubd80\uc758 \uc7ac\ud3c9\uac00\uac00 \uc774\ub8e8\uc5b4\uc838\uc57c \ud55c\ub2e4\uace0 \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n
\n
\"\"<\/figure><\/div>\n\n\n

\uc544\ub798\ub294 \uc544\uc9c1 \ud380\ub4dc\uc5d0 \ud3b8\uc785\ud558\uc9c0 \uc54a\uc558\uc9c0\ub9cc, \uae30\uc874 \ud3b8\uc785 \uc885\ubaa9 \ud3b8\ucd9c \ub610\ub294 \uc2dc\uc7a5(\uc8fc\uac00) \uc870\uc815 \ubc1c\uc0dd, \uae30\uc220\uc801\uc73c\ub85c \uc801\uc808\ud55c \ub9e4\uc218 \uc790\ub9ac \ud3ec\ucc29 \uc2dc \uc5b8\uc81c\ub4e0 \ud3b8\uc785\ud560 \uc218 \uc788\ub294 \ud6c4\ubcf4 \uc885\ubaa9\uad70<\/strong>\uc785\ub2c8\ub2e4. \ub8e8\ud2b8\ub85c\ub2c9\uc774 \ud380\ub4dc\uc5d0 \ud3b8\uc785\ub418\uba74\uc11c \ubaa9\ub85d\uc5d0\uc11c \ube60\uc84c\uace0, \uadf8 \uc678\uc5d4 \uc804\uc77c \uc81c\uc2dc\ud574\ub4dc\ub9b0 \ub0b4\uc6a9\uc5d0\uc11c \ubcc0\ud654\ub41c \ub0b4\uc6a9 \uc5c6\uc2b5\ub2c8\ub2e4.<\/span><\/strong><\/p>\n\n\n\n

  • 2\ucc28\uc804\uc9c0 \uc7a5\ube44 : \ud53c\uc5d4\ud2f0<\/strong><\/span><\/li>
  • 2\ucc28\uc804\uc9c0 \uc18c\uc7ac\ubd80\ud488 : \ud14c\uc774\ud329\uc2a4<\/strong><\/span><\/li>
  • DDR5 \uc804\ud658 : \uc544\ube44\ucf54\uc804\uc790, ISC, \ud2f0\uc5d0\uc2a4\uc774<\/strong><\/span><\/li>
  • \ubc18\ub3c4\uccb4 \uc81c\uc870 : SK\ud558\uc774\ub2c9\uc2a4<\/strong><\/span><\/li>
  • \uae30\ud0c0 : \uc1a1\uc6d0\uc0b0\uc5c5, \ud32c\uc624\uc158<\/strong><\/span><\/li><\/ul>\n\n\n
    \n
    \"\"<\/figure><\/div>\n\n\n

    \uc544\ub798\ub294 \uc2e0\uc6a9\uc794\uace0 \ud604\ud669<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

    1.\uc2e0\uc6a9\uc794\uace0 \uc808\ub300 \uaddc\ubaa8<\/span><\/span><\/strong><\/p>\n\n\n\n

    \"\"
    \u25b2 \ucf54\uc2a4\ud53c \uc2e0\uc6a9\uc794\uace0(\ucd5c\uadfc 3\uac1c\uc6d4)<\/em><\/figcaption><\/figure>\n\n\n\n
    \"\"
    \u25b2 \ucf54\uc2a4\ub2e5 \uc2e0\uc6a9\uc794\uace0(\ucd5c\uadfc 3\uac1c\uc6d4)<\/em><\/figcaption><\/figure>\n\n\n\n

    \uc2e0\uc6a9\uc794\uace0\uac00 \uc774\ud2c0 \uc5f0\uc18d \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. 6\uc6d4 \ub9d0 \uc2dc\uc7a5\uc774 \uc7a0\uae50 \ubc18\ub4f1\ud55c \ud6a8\uacfc\ub85c \uc2e0\uc6a9\uc794\uace0\uac00 \uc57d\uac04 \ub298\uc5b4\ub098\ub294 \ub4ef \ud588\uc9c0\ub9cc, 7\uc6d4\uc5d0 \ub4e4\uc5b4\uc11c\uba70 \uc2dc\uc7a5 \uc9c0\uc218\uac00 \ub2e4\uc2dc \uc2e0\uc800\uac00\ub97c \uae30\ub85d\ud588\uae30 \ub54c\ubb38\uc5d0 \uc2e0\uc6a9\uc794\uace0\uac00 \uc720\uc758\ubbf8\ud55c \uc218\uc900\uc73c\ub85c \ub298\uae34 \uc5b4\ub824\uc6b8 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

    2.\uc99d\uc2dc \uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \uaddc\ubaa8<\/span><\/span><\/strong><\/p>\n\n\n\n

    \"\"
    \u25b2 \uc99d\uc2dc \uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0<\/em><\/figcaption><\/figure>\n\n\n\n

    \uc99d\uc2dc \uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0\ub294 32.3%\ub97c \uae30\ub85d<\/strong>\ud574, \uc804\uc77c 31.1%\uc5d0 \ube44\ud574 \ub2e4\uc18c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. 2018~19\ub144 \uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 \ud3c9\uade0\uc740 40.1%<\/strong>\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

    \uc774\uc0c1\uc785\ub2c8\ub2e4. \uac10\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

    \uc624\ub298\uc740 \uc0bc\uc131\uc804\uc790 2\ubd84\uae30 \uc7a0\uc815 \uc2e4\uc801 \ubc1c\ud45c \uc774\ubca4\ud2b8\uac00 \uc788\ub294 \ub0a0\uc785\ub2c8\ub2e4. 4\uc6d4 \uc774\ud6c4 \uc0bc\uc131\uc804\uc790 \uc774\uc775 \ucee8\uc13c\uc11c\uc2a4\uac00 \uacc4\uc18d \ud558\ud5a5\ub418\uc5c8\uace0, \uc8fc\uac00\ub3c4 2020\ub144 11\uc6d4 \uc218\uc900\uae4c\uc9c0 \ub0b4\ub824\uc640 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \ub4f1 IT \ucd1d \uc218\uc694 \uac10\uc18c\uc5d0 \ub300\ud55c \uc6b0\ub824\ub85c \uc2e4\uc801 \ub208\ub192\uc774\uac00 \ub2e4\uc18c \ub0ae\uc544\uc84c\uc9c0\ub9cc, \uc6b0\ub824\ub97c \ubd88\uc2dd\uc2dc\ud0ac \ub9cc\ud55c \uc2e4\uc801\uc744 \ubc1c\ud45c\ud574\uc900\ub2e4\uba74 \uc2dc\uc7a5 \ubd84\uc704\uae30\ub97c \ud658\uae30\uc2dc\ud0a4\ub294\ub370 \uc88b\uc740 \uc7ac\ub8cc\uac00 \ub420 \uac83 \uac19\uc2b5\ub2c8\ub2e4. \uc544\ub798\ub294 \ucd5c\uadfc 1\uac1c\uc6d4 \uac01 \uc99d\uad8c\uc0ac\ubcc4 \uc0bc\uc131\uc804\uc790 \uc2e4\uc801 \ucd94\uc815\uce58\uc640 […]<\/p>\n","protected":false},"author":1,"featured_media":6786,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"acf":[],"yoast_head":"\n[07.07] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 - 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