{"id":12146,"date":"2022-07-28T08:26:01","date_gmt":"2022-07-27T23:26:01","guid":{"rendered":"https:\/\/hibulls.com\/?p=12146"},"modified":"2022-07-28T08:26:03","modified_gmt":"2022-07-27T23:26:03","slug":"07-28-%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=12146","title":{"rendered":"[07.28] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5"},"content":{"rendered":"\n<p>\uc544\ub798\ub294&nbsp;<strong>\uc804\uc77c \uc885\uac00 \uae30\uc900 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud604\ud669<\/strong>\uc785\ub2c8\ub2e4.&nbsp;<strong>\uc2e0\uaddc \ud3b8\uc785\/\ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"960\" height=\"1950\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image_2022-07-28_08-17-28.png\" alt=\"\" class=\"wp-image-12203\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image_2022-07-28_08-17-28.png 960w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image_2022-07-28_08-17-28-148x300.png 148w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image_2022-07-28_08-17-28-504x1024.png 504w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image_2022-07-28_08-17-28-768x1560.png 768w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image_2022-07-28_08-17-28-756x1536.png 756w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<p>\uc544\ub798\ub294&nbsp;<strong>\uc544\uc9c1&nbsp;\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.&nbsp;<strong>\uc804\uc77c \uc81c\uc2dc\ud574\ub4dc\ub9b0 \ub0b4\uc6a9\uc5d0\uc11c&nbsp;\ubcc0\ub3d9 \uc0ac\ud56d \uc5c6\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n<ul><li><span style=\"color:#cf2e2e\" class=\"tadv-color\"><strong>\ubc18\ub3c4\uccb4 \uc81c\uc870 : SK\ud558\uc774\ub2c9\uc2a4<\/strong><\/span><\/li><li><span style=\"color:#cf2e2e\" class=\"tadv-color\"><strong>\ubc18\ub3c4\uccb4 \ud14c\uc2a4\ud2b8 \uc18c\ucf13 : \ud2f0\uc5d0\uc2a4\uc774<\/strong><\/span><\/li><li><span style=\"color:#cf2e2e\" class=\"tadv-color\"><strong>2\ucc28\uc804\uc9c0 \uc18c\uc7ac\ubd80\ud488 : \ud14c\uc774\ud329\uc2a4<\/strong><\/span><\/li><li><span style=\"color:#cf2e2e\" class=\"tadv-color\"><strong>2\ucc28\uc804\uc9c0 \uc7a5\ube44 : \ud53c\uc5d4\ud2f0<\/strong><\/span><\/li><li><span style=\"color:#cf2e2e\" class=\"tadv-color\"><strong>\uae30\ud0c0 : \uc1a1\uc6d0\uc0b0\uc5c5<\/strong><\/span><\/li><\/ul>\n\n\n\n<p>\uc804\uc77c <strong>\ud380\ub4dc \ud3b8\uc785 \ud6c4\ubcf4 \uc885\ubaa9\uad70 \uc911 <span style=\"color:#cf2e2e\" class=\"tadv-color\">SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc2e4\uc801 \ubc1c\ud45c<\/span><\/strong>\uac00 \uc788\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"398\" height=\"469\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/\u3147\u3139\u3134\u31393.jpg\" alt=\"\" class=\"wp-image-12148\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/\u3147\u3139\u3134\u31393.jpg 398w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/\u3147\u3139\u3134\u31393-255x300.jpg 255w\" sizes=\"(max-width: 398px) 100vw, 398px\" \/><\/figure>\n\n\n\n<p>SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc2e4\uc801\uc740 \uc2dc\uc7a5 \ucee8\uc13c\uc11c\uc2a4\ub97c \uc18c\ud3ed \uc0c1\ud68c\ud558\uba70 \uae30\ub300\uce58\ub97c \ucda9\uc871\ud55c \uc22b\uc790\uac00 \ub098\uc654\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc, <strong>DRAM\uacfc NAND\uc758 \ube57\uadf8\ub85c\uc2a4\u00b7ASP \uac1c\uc120 \ud6a8\uacfc\ubcf4\ub2e4\ub294 \ud658\uc728 \ud6a8\uacfc\uac00 \ub354 \ud06c\uac8c \uc791\uc6a9\ud55c \uacb0\uacfc\ub85c \ud480\uc774\ub429\ub2c8\ub2e4(\uc601\uc5c5\uc774\uc775\uc5d0\uc11c \uc57d 4000\uc5b5\uc6d0\uc774 \ud658\uc728 \ud6a8\uacfc)<\/strong>. SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc2e4\uc801 \ucee8\ud37c\ub7f0\uc2a4\ucf5c\uc740 <strong>\uc6b0\uc6b8\ud55c \ud1a4\uc774 \uc9c0\ubc30<\/strong>\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc77c\ub2e8, <strong>\ud558\ubc18\uae30\ub294 \uc778\ud50c\ub808\uc774\uc158\uacfc \uacbd\uae30 \uce68\uccb4 \uc6b0\ub824 \uc18d\uc5d0 IT \ucd1d\uc218\uc694 \uac10\uc18c\uc5d0 \ub530\ub978 \ubd88\ud655\uc2e4\uc131\uc774 \ud06c\ub2e4<\/strong>\uace0 \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc218\uc694\uac00 \uc5bc\ub9c8\ub098 \uc545\ud654\ub420\uc9c0 \uc608\uce21\ud558\uae30 \uc5b4\ub824\uc6b4 \uc0c1\ud669\uc5d0\uc11c, <strong><span style=\"color:#cf2e2e\" class=\"tadv-color\">2\ubd84\uae30 \ub9d0 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc7ac\uace0\uc77c\uc218\uac00 12\uc8fc\ub97c \uc0c1\ud68c\ud558\uba70 \uc5ed\ub300 \ucd5c\uace0 \uc218\uc900\uc73c\ub85c \uc0c1\uc2b9<\/span><\/strong>\ud574 \uc788\uc2b5\ub2c8\ub2e4. <strong>\uc7ac\uace0 \ubd80\ub2f4\uc774 \ub192\uc544\uc9c0\uba74\uc11c \uc774\ub97c \uc904\uc774\uae30 \uc704\ud574 ASP \uc778\ud558\uac00 \ubd88\uac00\ud53c\ud560 \uac83<\/strong>\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1465\" height=\"617\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image-48.png\" alt=\"\" class=\"wp-image-12149\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image-48.png 1465w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image-48-300x126.png 300w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image-48-1024x431.png 1024w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image-48-768x323.png 768w\" sizes=\"(max-width: 1465px) 100vw, 1465px\" \/><\/figure>\n\n\n\n<p><strong>3\ubd84\uae30\uc640 4\ubd84\uae30 \ubaa8\ub450 \ucd9c\ud558\ub7c9 \ubaa9\ud45c \ub2ec\uc131\uc774 \uc0c1\ub2f9\ud788 \ub3c4\uc804\uc801\uc778 \uc0c1\ud669<\/strong>\uc774\uba70, \ub274\uc2a4 \uae30\uc0ac \ub4f1\uc73c\ub85c \ubbf8\ub9ac \uc608\uace0\ub418\uc5c8\ub2e4\uc2dc\ud53c, <strong>\uc62c\ud574 \ud558\ubc18\uae30 \uc774\ud6c4\ub85c\ub294 CAPEX\uac00 \ucd95\uc18c\ub420 \uac83<\/strong>\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. <strong>CAPEX \ucd95\uc18c\ub294 SK\ud558\uc774\ub2c9\uc2a4\uc5d0\ub294 \uacb0\uad6d \uae0d\uc815\uc801\uc73c\ub85c \uc791\uc6a9\ud560 \uac83<\/strong>\uc73c\ub85c \ubd05\ub2c8\ub2e4. <strong>\uc7ac\uace0\uac00 \ub298\uc5b4\ub098\ub294 \uc0c1\ud669\uc5d0\uc11c \uacf5\uae09 \uc911\uc2ec\uc774 \uc544\ub2cc \uc218\uc775\uc131 \uc911\uc2ec\uc73c\ub85c \uc804\ub7b5\uc774 \uc120\ud68c\ud558\ub294 \uac83\uc774\uae30 \ub54c\ubb38<\/strong>\uc774\uc8e0.<\/p>\n\n\n\n<p>\uc800\ud76c\ub294 7\uc6d4 18\uc77c \ud380\ub4dc \uc804\ub7b5(<a href=\"https:\/\/hibulls.com\/?p=11142\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/hibulls.com\/?p=11142<\/a>)\uc5d0\uc11c \ub9d0\uc500\ub4dc\ub9b0\ub300\ub85c, <strong><span style=\"color:#cf2e2e\" class=\"tadv-color\">\ubc18\ub3c4\uccb4 \uae30\uc5c5\ub4e4\uc758 CAPEX \ucd95\uc18c\uac00 2023\ub144 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub7c9\uc744 \uc81c\ud55c\ud558\uba74\uc11c \ubc18\ub3c4\uccb4 \uac00\uaca9 \ud558\ub77d \ub454\ud654, \uc218\uae09 \uac1c\uc120 \uc2dc\uae30\ub97c \uc55e\ub2f9\uae38 \uac83\uc73c\ub85c \uae30\ub300<\/span><\/strong>\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc800\ud76c\ub294 <strong><span style=\"color:#cf2e2e\" class=\"tadv-color\">\uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc5c5\ud669\uc774 2023\ub144 \ubd04(1\ubd84\uae30 \ub9d0~2\ubd84\uae30 \ucd08)\ubd80\ud130\ub294 \ubc14\ub2e5\uc744 \uc7a1\uace0 \ubc18\ub4f1\ud558\uae30 \uc2dc\uc791\ud560 \uac83\uc73c\ub85c \uc804\ub9dd<\/span><\/strong>\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. <strong><span style=\"color:#cf2e2e\" class=\"tadv-color\">\uc8fc\uac00\uac00 \uc5c5\ud669\uc5d0 6\uac1c\uc6d4 \uc120\ud589\ud55c\ub2e4\ub294 \uba85\uc81c\ub97c \uac10\uc548\ud558\uba74, \uc62c\ud574 3\ubd84\uae30 \uc911 \ub610\ub294 4\ubd84\uae30\ub85c \ub118\uc5b4\uac00\ub294 \uc2dc\uc810\uc5d0\uc11c\ub294 \ub9e4\uc218 \ud0c0\uc774\ubc0d\uc774 \ub098\uc628\ub2e4\uace0 \ubcfc \uc218 \uc788\uc744 \uac83 \uac19\uc2b5\ub2c8\ub2e4.<\/span><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1891\" height=\"873\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/VE44.png\" alt=\"\" class=\"wp-image-12152\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/VE44.png 1891w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/VE44-300x138.png 300w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/VE44-1024x473.png 1024w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/VE44-768x355.png 768w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/VE44-1536x709.png 1536w\" sizes=\"(max-width: 1891px) 100vw, 1891px\" \/><figcaption><em>\u25b2 SK\ud558\uc774\ub2c9\uc2a4 \uc77c\ubd09(200\uc77c) \ucc28\ud2b8<\/em><\/figcaption><\/figure>\n\n\n\n<p><strong>SK\ud558\uc774\ub2c9\uc2a4 \uc8fc\uac00\ub294 7\uc6d4 4\uc77c\uc5d0 \ubc38\ub958\uc5d0\uc774\uc158 \uc0c1 \ubc14\ub2e5\uc744 \ud655\uc778<\/strong>\ud588\uc2b5\ub2c8\ub2e4. <strong>\uc800\ud76c\uac00 \uc81c\uc2dc\ud574\ub4dc\ub838\ub358 1Q \ubd84\uae30\ubcf4\uace0\uc11c \uae30\uc900 PBR 1.0\ubc30\uc778 8.6\ub9cc\uc6d0<\/strong>\uc774\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"468\" height=\"372\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/photo_2022-07-18_10-02-17-1.jpg\" alt=\"\" class=\"wp-image-12153\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/photo_2022-07-18_10-02-17-1.jpg 468w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/photo_2022-07-18_10-02-17-1-300x238.jpg 300w\" sizes=\"(max-width: 468px) 100vw, 468px\" \/><figcaption><em>\u25b2&nbsp;5\uc6d4 19\uc77c \ud380\ub4dc \uc804\ub7b5(<a href=\"https:\/\/hibulls.com\/?p=7064\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/hibulls.com\/?p=7064<\/a>) \uc911<\/em><\/figcaption><\/figure>\n\n\n\n<p><strong>\uacfc\uac70 \uae08\uc735\uc704\uae30 \uc0ac\ud0dc \ubc1c\uc0dd \ub610\ub294 SK\ud558\uc774\ub2c9\uc2a4 \uc601\uc5c5\uc801\uc790 \uc804\ud658 \uc6b0\ub824\uac00 \uc788\uc5c8\ub358 \ub54c\ub97c \uc81c\uc678\ud558\uba74 SK\ud558\uc774\ub2c9\uc2a4\uac00 PBR 1.0\ubc30\ub97c \ud558\ud68c\ud55c \uc801\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4<\/strong><em>(7\uc6d4 18\uc77c \ud380\ub4dc \uc804\ub7b5 \ucc38\uace0 <a href=\"https:\/\/hibulls.com\/?p=11142\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/hibulls.com\/?p=11142<\/a>)<\/em><strong>.<\/strong> <strong>PBR 1.0\ubc30\ub97c \ud558\ud68c\ud558\ub354\ub77c\ub3c4 \uc8fc\uac00\ub294 \uc624\ub798 \uc9c0\ub098\uc9c0 \uc54a\uc544 PBR 1.0\ubc30 \uc704\ub85c \ud68c\ubcf5<\/strong>\ud588\uc2b5\ub2c8\ub2e4. <strong><span style=\"color:#cf2e2e\" class=\"tadv-color\">PBR 1.0\ubc30\ub97c \ud558\ud68c\ud558\uba74 \ub9e4\uc218 \uae30\ud68c\ub77c\ub294 \uc758\ubbf8<\/span><\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"has-vivid-red-color has-text-color\"><strong><span style=\"color:#cf2e2e\" class=\"tadv-color\">2022\ub144 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc608\uc0c1 BPS\ub294 9.4\ub9cc\uc6d0(=PBR 1.0\ubc30)<\/span>\uc785\ub2c8\ub2e4. \ud604\uc7ac \uc8fc\uac00\uac00 10\ub9cc\uc6d0\uc778\ub370, \uc8fc\uac00\uac00 \uc870\uc815\ubc1b\uc544 9.4\ub9cc\uc6d0 \uc774\ud558\ub85c \ub0b4\ub824\uc624\uba74 \ubd84\ud560 \ub9e4\uc218\ub85c \ud380\ub4dc\uc5d0 \ud3b8\uc785\ud558\ub3c4\ub85d \ud558\uaca0\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n<p>\uc544\ub798\ub294 SK\ud558\uc774\ub2c9\uc2a4 2\ubd84\uae30 \uc2e4\uc801\ubc1c\ud45c \ucee8\ud37c\ub7f0\uc2a4\ucf5c\uc5d0\uc11c \ub098\uc628 Q&amp;A \ub0b4\uc6a9\uc785\ub2c8\ub2e4. \ucc38\uace0\ud558\uc138\uc694.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\" style=\"font-size:14px\"><p>SK\ud558\uc774\ub2c9\uc2a4 \ucee8\ud37c\ub7f0\uc2a4\ucf5c Q&amp;A \ub0b4\uc6a9 \uc815\ub9ac<\/p><p>1.JP Morgan<\/p><p>Q1. [B\/G] 3\ubd84\uae30 B\/G \uac00\uc774\ub358\uc2a4 \uc5bc\ub9c8\ub098 \ubcf4\ub294\uc9c0? \uc62c\ud574 \ub2f9\uc0ac B\/G\ub294 \uc0b0\uc5c5 B\/G\uc640 \ube44\uc2b7\ud55c\uc9c0?<\/p><p>A1.<br>-\ud558\ubc18\uae30 \uba54\ubaa8\ub9ac \uacbd\uae30\uac00 \uc88b\uc544 \ubcf4\uc774\uc9c0 \uc54a\uc74c<br>-\ub514\ub7a8, \ub0b8\ub4dc B\/G \ubaa8\ub450 3\ubd84\uae30 \uae30\uc900\uc73c\ub85c 2\ubd84\uae30 \ub300\ube44 QoQ flat \uc815\ub3c4 \uae30\ub300<br>-\ub514\ub7a8 \ucd9c\ud558\ub7c9, \uc2dc\uc7a5 \uc804\uccb4 10% \ucd08\ubc18 \uc99d\uac00. 22\ub144 \uc2dc\uc7a5\uacfc \ube44\uc2b7\ud55c \ucd9c\ud558\ub7c9 \uae30\ub300<br>-\ub0b8\ub4dc \ucd9c\ud558\ub7c9 , \uc2dc\uc7a5 \uc804\uccb4 20% \uc218\uc900 \uc99d\uac00. 22\ub144 \uc2dc\uc7a5\uc744 \uc0c1\ud68c \ucd9c\ud558\ub7c9 \ubaa9\ud45c<\/p><p>Q2. [\uc7ac\uace0] \uc7ac\uace0\uac00 \ub9ce\uc774 \uc99d\uac00\ud588\uc744\ud150\ub370? \uc7ac\uace0 \uad00\ub9ac \uc815\ucc45\uc740?<\/p><p>A1.<br>-2\ubd84\uae30\ub9d0 \uae30\uc900 \ub2f9\uc0ac \uc7ac\uace0\ub294 \ub514\ub7a8 \ub0b8\ub4dc \uc57d 1\uc870 \uc815\ub3c4 \uc99d\uac00<br>-\uc6d0\ub798 \uacc4\ud68d \ucd9c\ud558\ub7c9\ubcf4\ub2e4 \ub0ae\uc544\uc84c\uc9c0\ub9cc, \uae30\ud22c\uc790\ub41c CapEx\uc758 Capactiy \ubb3c\ub7c9\uc744 \uc904\uc77c \uc218 \uc5c6\uc74c. \ucd9c\ud558\ub7c9\uc774 \uac10\uc18c\ud558\uba70 \uc7ac\uace0\uac00 \uc99d\uac00\ud558\ub294 \uac83\uc740 \uc0ac\uc2e4<br>-\uc2dc\uc7a5 \uc0c1\ud669\uc774 \uc5b4\ub835\uace0 \uace0\uac1d \uc7ac\uace0 \uc218\uc900\uc774 \ub192\uc544\uc9c4 \uc0c1\ud669\uc5d0\uc11c \ubb34\ub9ac\ud558\uac8c \uace0\uac1d\uc5d0\uac8c \ud310\ub9e4\ud558\uc5ec \uc2dc\uc7a5\uc5d0 \uc5b4\ub824\uc6c0\uc744 \uc8fc\ub294 \ubc29\uc2dd\uc758 \ud310\ub9e4\ub294 \uc9c0\uc591\ud558\ub824\uace0 \ud568<br>-\uc7ac\uace0 \uc218\uc900\uc774 \uc99d\uac00\ud558\ub294 \ub9cc\ud07c \ub0b4\ub144 CapEx\uc5d0 \ub300\ud574 \uace0\ubbfc \uc911<\/p><p>2.\ub2e4\uc774\uc640\uc99d\uad8c<\/p><p>Q1. [DRAM] DC \uc218\uc694\ub294 \uacac\uc870\ud574 \ubcf4\uc774\ub294\ub370, DDR5 \uc11c\ubc84 CPU \uc9c0\uc5f0\uc73c\ub85c \uc77c\ubd80 \ud558\ubc18\uae30 \uc218\uc694 \ub610\ub294 DDR5 \uc0dd\uc0b0 \ucc28\uc9c8\uc774 \uc608\uc0c1\ub418\ub294\ub370, \uad00\ub828 \ud504\ub9ac\ubbf8\uc5c4 \uc81c\ud488 \uc804\ub7b5\uc740?<\/p><p>A1.<br>-\uc62c\ud574 \uc77c\ubd80 CPU \uc9c0\uc5f0\uc5d0 \ub530\ub77c DDR5\ud5a5 \uc218\uc694\uac00 \uc0ac\uc2e4\uc0c1 \ucd95\uc18c\ub41c \uac83\uc740 \uc0ac\uc2e4. \ub0b4\ub144 \ucd08\ubd80\ud130 \ubcf8\uaca9 \uc591\uc0b0 \ub420 \uac83\uc73c\ub85c \ud604\uc7ac \uc804\ub9dd.<br>-\ub610 \ub2e4\ub978 CPU\ub294 on-track \uc911\uc774\ub77c 1-2\ubd84\uae30 \uc9c0\uc5f0 \ub41c \uac83\uc73c\ub85c \ub0b4\ub144\ubd80\ud130\ub294 \ubcf8\uaca9\uc801\uc73c\ub85c DDR5 \uc804\ud658 \uae30\ub300.<br>-\uc911\uc7a5\uae30 \uc804\ub9dd\uc73c\ub85c \uc2dc\uc7a5 \ud750\ub984 \uc790\uccb4\uac00 AI\uba38\uc2dc \ub7ec\ub2dd \ub4f1 \uace0\uc0ac\uc591\uc5d0\uc11c \uc694\uad6c. \ud574\ub2f9 \ubd84\uc57c\uc758 \uc911\uc7a5\uae30 \uc131\uc7a5\uc131\uc5d0 \uc758\uc2ec\uc774 \uc5c6\uc5b4\uc11c \ub0b4\ub144\ubd80\ud130 DDR5 \ub9c8\uc774\uadf8\ub808\uc774\uc158 \ubcf8\uaca9 \uae30\ub300<br>-1anm \uc81c\ud488 \uacbd\uc7c1\ub825\uc744 \uae30\ubc18\uc73c\ub85c \ubcf8\uaca9\uc801\uc778 DDR5 \uc900\ube44 \ubc0f \uc2dc\uc7a5 \ud655\ub300<br>-\ub0b4\ub144 1anm \ubcf8\uaca9 \ud655\ub300\ub418\uba70 \uace0\uc6a9\ub7c9 \uc81c\ud488 \ud655\ub300. \uc644\uc81c\ud488 \uad00\uc810\uc5d0\uc11c \uc11c\ubc84 \ubd84\uc57c\uc758 \uace0\uc6a9\ub7c9 \uc81c\ud488\uc5d0\uc11c \ub2f9\uc0ac \uc9c0\ubc30\ub825\uc774 \ub192\uc74c<br>-HBM\uc740 \ud070\ud3ed\uc758 \uc131\uc7a5\uc744 \ud558\uace0 \uc788\uace0 \ub2f9\uc0ac\uc758 \ub9ac\ub354\uc2ed\ub3c4 \ub192\uc74c. \uc911\uc7a5\uae30 \uc9c0\uc18d \ub85c\ub4dc\ub9f5 \ud655\ubcf4 \ub178\ub825. \uadf8\ub798\ud53d\ub3c4 GDDR6\ub3c4 1-2\ub144 \ub0b4\uc5d0 GDDR7\uc73c\ub85c \uc774\ud589\ud558\uba70 \ub9ac\ub354\uc2ed \ud655\ub300 \uacc4\ud68d<\/p><p>Q2. [NAND] \ub9c8\uc774\ud06c\ub860 \ub0b8\ub4dc 232 \uc591\uc0b0\uc744 \ubc1c\ud45c\ud588\ub294\ub370 \ub2f9\uc0ac\uc758 \ucc28\uc138\ub300 \uc81c\ud488 \ub610\ub294 \uc804\ub7b5\uc740?<\/p><p>A2.<br>-\ub9c8\uc774\ud06c\ub860\uc758 \uc804\ub7b5\uc5d0 \uc8fc\uc2dc \uc911<br>-\uc62c\ud574\ub9d0 \uae30\uc900 176\ub2e8 \uc0dd\uc0b0 \ube44\uc911\uc774 \ud339\ub0b4\uc5d0\uc11c 70%\ub97c \ub2ec\uc131\ud558\ub294 \ub9cc\ud07c \ud339\uae30\uc900 \uc6d0\uac00 \uce21\uba74\uc5d0\uc11c \uc0b0\uc5c5 \ucd5c\uace0 \uc218\uc900\uc774\ub77c \ud310\ub2e8<br>-\ub2f9\uc0ac\ub3c4 238\ub2e8\uc740 \uc5f0\ub0b4 CS\ub97c \uc644\ub8cc\ud558\uace0 \ub0b4\ub144 \uc0c1\ubc18\uae30 \uc591\uc0b0 \uacc4\ud68d \uc911<br>-\ucd5c\uadfc \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc740 1, 2\ubd84\uae30 \ub204\uac00 \uba3c\uc800 \uac1c\ubc1c\uc744 \ud558\ub294\uc9c0 \ubcf4\ub2e4\ub294 B\/G, \ub9e4\ucd9c, \uc218\uc775\uc744 \ub2ec\uc131\ud558\ub294 \ube44\uc988\ub2c8\uc2a4\uc5d0 \ubb34\uac8c \uc911\uc2ec\uc774 \uc788\uc74c<\/p><p>3.UBS<\/p><p>Q1. [CapEx] 2023\ub144 CapEx \uc608\uc0b0\uc744 \ucd08\uae30 \uc608\uc0b0 \ubcf4\ub2e4\ub294 \uc870\uc815\ud55c \uac83\uc744 \ubcf4\uc774\ub294\ub370. 2023\ub144 CapEx \uc804\ub9dd\uc740? \ud2b9\ud788 \uc6e8\uc774\ud37c \uc7a5\ube44 \uad00\ub828 CapEx\ub294?<\/p><p>A1.<br>-\uc7ac\uace0 \uc218\uc900\uc774 \uba54\ubaa8\ub9ac \uc5c5\uacc4 \ubc0f \uace0\uac1d\ub2e8\uc5d0\uc11c \uae30\uc874 \ud3c9\uade0 \ubcf4\ub2e4 \ub192\uc740 \uacbd\ud5a5\uc73c\ub85c \ub0b4\ub144 CapEx\ub294 \uc5b4\ub290\uc815\ub3c4 \uc870\uc815\ud560 \uc218 \ubc16\uc5d0 \uc5c6\ub294 \uc0c1\ud669<br>-\ucf54\ub85c\ub098 \uc774\uc804\ubd80\ud130 6-7\ub144\uc744 \uac70\uc2ac\ub7ec\uac00\uba74 \uc0c1\ub300\uc801\uc73c\ub85c \uba54\ubaa8\ub9ac \uc0ac\uc774\ud074\uc774 \uc548\uc815\uc801. \uc218\uc694\ub3c4 \uacf5\uae09\ub3c4 \uc548\uc815\uc801. \ucf54\ub85c\ub098 \uc774\ud6c4\ub85c \uacf5\uae09\ub9dd \uc774\uc288\uac00 \uc0dd\uae30\uba74\uc11c \uc218\uc694\uc758 \ubcc0\ud654\uac00 \uc0dd\uaca8\ub3c4 \uc7a5\ube44\uc758 \ub9ac\ub4dc\ud0c0\uc784 \uc774\uc288\ub85c CapEx \uc870\uc815\uc774 \uc5b4\ub824\uc6e0\uc74c<br>-\ud558\uc9c0\ub9cc \uc0c8\ub85c\uc6b4 \ud398\uc774\uc988 \uc9c4\uc785. \uc218\uc694\uac00 \ubd88\ud655\uc2e4\ud574\uc9c0\ub294 \uc0c1\ud669\uc5d0\uc11c \uacf5\uae09 \uad00\uc810\uc758 \uc720\uc5f0\uc131\uc774 \uc694\uad6c\ub41c\ub2e4\uace0 \ud310\ub2e8. \ub610\ud55c \uc7a5\ube44\uc758 \ub9ac\ub4dc\ud0c0\uc784 \uc774\uc288\uac00 \uc0c1\ub2f9 \ud3ed \ud574\uacb0\ub418\uace0 \uc788\uc5b4 \uc2dc\uc7a5 \uc0c1\ud669\uc5d0 \ub9de\ucdb0\uc11c \uc6c0\uc9c1\uc77c \uac00\ub2a5\uc131<br>-3\ubd84\uae30 \ud3ec\ud568 \ud558\ubc18\uae30 \uc218\uc694 \ubc29\ud5a5\uc131\uc774 \ubd88\ud655\uc2e4. \uacb0\ub860\uc801\uc73c\ub85c \uc7ac\uace0 \uc99d\uac00 \uae30\ub300. \ub0b4\ub144 CapEx \uc2dc\ub098\ub9ac\uc624\ub97c \ubcf4\uba74\uc11c \uc2dc\uc7a5 \uc0c1\ud669\uc5d0 \ub9de\uac8c \uc720\uc5f0\ud558\uac8c \ub300\uc751 \uacc4\ud68d<br>*\ub0b4\ub144 CapEx \ub300\ud3ed \ud558\ud5a5\ud558\ub294 \uc2dc\ub098\ub9ac\uc624 \ud3ec\ud568<\/p><p>Q2. [\uc11c\ubc84 \uba54\ubaa8\ub9ac \uc218\uc694] HPC \uace0\uac1d\uc0ac\uc774\uc5d0 \uba54\ubaa8\ub9ac \uc870\ub2ec \ud750\ub984\uc740? \ud2b9\ud788 \uc11c\ubc84 \ub514\ub7a8\uc740? \uadf8\ub9ac\uace0 \ubbf8\uad6d \uce21 HPC\ub85c\ubd80\ud130 \uc7ac\uace0 \uc870\uc815 \uc5ec\ubd80\ub294?<\/p><p>A2.<br>-\ucd5c\uadfc \uc8fc\uc694 \uace0\uac1d\uacfc \uc758\uacac \uccad\ucde8\ub97c \ud574\ubcf8 \uacb0\uacfc, \uc911\uc7a5\uae30\uc801 \ud074\ub77c\uc6b0\ub4dc \ubc1c\uc804 \ubc29\ud5a5\uc740 \uc5ec\uc804\ud788 \uc720\ud6a8.<br>-\ub2e8\uae30\uc801\uc73c\ub85c \ubd80\ud488 \uc218\uae09\uc774\uc288, \uac70\uc2dc \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \uc0c1\ubc18\uae30 \uc911\uc5d0 \uc18c\ube44\uc790\ud5a5 \uc218\uc694 \uc601\ud5a5\uc774 \uc788\uc5c8\uc74c. \uc774\ubd80\ubd84\uc774 \uc11c\ubc84\uc5d0 \uc77c\ubd80 \uc5f0\uacb0\ub418\uba70 \uc11c\ubc84 \uace0\uac1d\ub3c4 \uc804\ubc18\uc801\uc778 \uacc4\ud68d\uc744 \ubcf4\uc218\uc801\uc778 \uc2a4\ud150\uc2a4\ub85c \ubcc0\ud654\ub294 \uac83\uc740 \uc0ac\uc2e4. \uc7ac\uace0 \uc77c\ubd80 \uc870\uc815 \ub4f1 \uc804\ub7b5\uc801 \ud589\ub3d9\uc73c\ub85c \ud310\ub2e8<br>-\uc8fc\uc694 \ud0d1\ud2f0\uc5b4 \uace0\uac1d\uc740 \uc5f0\uac04 \uacc4\ud68d\uc740 \uc720\uc9c0\ud558\ub294 \ubc29\ud5a5\uc73c\ub85c \ud558\ubc18\uae30 \ud611\uc758 \uc9c4\ud589 \uc911. \ub2f9\ubd84\uae30\uc5d0\ub294 \ub0b4\ub144 \uacc4\ud68d\uae4c\uc9c0 \ub17c\uc758 \uc608\uc815<\/p><p>4.\uc0bc\uc131\uc99d\uad8c<\/p><p>Q1. [DRAM, \uc6d0\uac00] \ub514\ub7a8 22\ub144 \uc2dc\uc7a5 \uc218\uc694\uac00 10% \ucd08\ubc18\uc758 \uc131\uc7a5\uc774\ub77c\uace0 \ud588\ub294\ub370, 3\ubd84\uae30 flat\uc744 \uace0\ub824\ud558\uba74 4\ubd84\uae30 \ud070 \uc131\uc7a5\uc774 \ud544\uc694\ud560 \uac83\uc73c\ub85c \ubcf4\uc784. \uc77c\ubd80 \ub099\uad00\uc801\uc778 \uac83 \uac19\uc740\ub370 \uc218\uc694\ub3c4 3\ubd84\uae30 flat\uc774\uba74 4\ubd84\uae30 \ud070 \uc131\uc7a5\uc774 \ud544\uc694\ud574\uc11c \ub099\uad00\uc801\uc778\uac70 \uac19\uc740\ub370? \ub9ac\ub4dc\ud0c0\uc784\uc744 \uace0\ub824\ud560 \ub54c \ub0b4\ub144 \uc7ac\uace0 \ucd95\uc18c\uac00. \ud070\ud3ed\uc758 \ud22c\uc790 \ucd95\uc18c\ub294 \uc5b4\ub5bb\uac8c \uc0dd\uac01\ud558\ub294\uc9c0? \uc218\uc775\uc0dd \uac1c\uc120\uc774 \ubcf4\uc774\ub294\ub370 \uc791\ub144 \ub300\ube44 \uc6d0\uac00 \uc808\uac10\uc774 \uc218\uc900\uc740?<\/p><p>A1.<br>-3\ubd84\uae30 flat\uc774\uba74 \ub514\ub7a8 \uc5f0\uac04 10% \ucd08\ubc18\uc744 \ub2ec\uc131\ud558\ub294 \uac83\uc774 \uc26c\uc6b4 \uac83\uc740 \uc544\ub2d8. \ud558\uc9c0\ub9cc 4\ubd84\uae30 \uc5f0\ub9d0 \uae30\uc900\uc758 \uc218\uc694\ub97c \uae30\ub300\ud558\uace0 \uc788\uc5b4\uc11c \uad81\uadf9\uc801\uc73c\ub85c \uc2dc\uc7a5 \uc5f0\uac04 10% \ucd08\ubc18 \uc131\uc7a5 \uae30\ub300.<br>-\ub514\ub7a8\uc740 19\ub144 ASP \uac10\uc18c\ud3ed\uc774 \ub108\ubb34 \ucef8\uc744 \ub54c\ub294 \uc81c\uc678\ud558\uace0\ub294, \uc6d0\uac00 \uc808\uac10\uc774 ASP \ud558\ub77d\ubd84\uc744 \ucda9\ubd84\ud788 \ubcf4\uc644<br>-\ub0b8\ub4dc\ub294 19\ub144\uc744 \uc81c\uc678\ud558\uba74 \uc9c0\ub09c 3\ub144\uac04 ASP\uc758 \ub4f1\ub77d\uc5d0\ub3c4 \uc6d0\uac00\uac00 ASP \ud558\ub77d\ubd84\uc744 \ub514\ub7a8 \uc774\uc0c1\uc73c\ub85c \ucda9\ubd84\ud788 \ucee4\ubc84<\/p><p>Q2. [\uacbd\uc601\uc804\ub7b5] \uacbd\uc601 \uc804\ub7b5\uc744 \uc218\uc775\uc131 \uc804\ub7b5\uc5d0\uc11c \uadfc\ubcf8\uc801 \uc0ac\uc5c5 \uacbd\uc7c1\ub825 \uac15\ud654\ub85c \ubc14\ub00c\ub294 \uac83\uc778\uc9c0?<\/p><p>A2.<br>-\uc218\uc775\uc131 \uacbd\uc601 \uae30\uc870\ub294 \uc720\uc9c0. \ub2e4\ub9cc \ub514\ub7a8\uacfc \ub0b8\ub4dc\uc758 \uc804\ub7b5\uc758 \ucc28\uc774\uac00 \uc788\uc74c<br>-\ub514\ub7a8\uc740 \uc218\uc775\uc131 \uc9d1\uc911 \uc804\ub7b5. \ud604\uc7ac \uce90\uc2dc\uce74\uc6b0 \uc5ed\ud560\uc744 \ud558\uba74\uc11c \ub0b8\ub4dc \uc0ac\uc5c5\uc744 \uc9c0\uc6d0. \uba54\ubaa8\ub9ac\uac00 \ub2e4\uc74c \uc138\ub300 \uac00\ub294 \uae30\uc220\uc5d0\uc11c \ub610\ud55c \ub514\ub7a8 \uc218\uc775\uc131 \uc911\uc694<br>-\ub0b8\ub4dc \uc218\uc775\uc131\uc744 \ubb34\uc2dc\ud558\uace0 \uc2dc\uc7a5\uc758 B\/G\ub97c \uc0c1\ud68c\ud558\ub294 M\/S \uc804\ub7b5\uc740 \uac00\uc838\uac00\uc9c0\ub294 \uc54a\uc744 \uac83. \ub514\ub7a8 \ubcf4\ub2e4\ub294 \uc218\uc775\uc131\uc774 \ub0ae\uc9c0\ub9cc \uc218\uc775\uc131\uc744 \uc720\uc9c0\ud558\uba74\uc11c M\/S \ud655\ub300\ud558\ub294 \uc804\ub7b5\uc744 \uc6b0\uc120\uc21c\uc704. \uaddc\ubaa8\uc758 \uacbd\uc81c\ub864 \ud1b5\ud574 \uc218\uc775\uc131\uc744 \uac1c\uc120\ud558\ub294 \uc911\uc7a5\uae30\uc801 \uc804\ub7b5<\/p><p>5.\uba54\ub9ac\uce20\uc99d\uad8c<\/p><p>Q1. [NAND, Solidigm] \uba54\ubaa8\ub9ac \uc18d\uc131 \uc0c1, \uc120\ub450 \uc5c5\uccb4\uc758 \uc6d0\uac00\ub85c \ud310\uac00\uac00 \uc218\ub834\ub418\uae30 \ub54c\ubb38\uc5d0 \uacbd\uc7c1\uc0ac\uc758 \uc6d0\uac00 \uc808\uac10 \uc18d\ub3c4\uac00 \uc911\uc694\ud55c \uac83\uc73c\ub85c \ud310\ub2e8\ub418\ub294\ub370. Solidigm\uc740 \uc751\uc6a9\ucc98 \ucc28\ubcc4\ud654\uac00 \ubcf4\uc774\ub294\ub370 \uc218\uc775\uc131 \ucc28\ubcc4\ud654 \ubc0f \uc804\ub9dd\uc740?<\/p><p>A1.<br>-\uba54\ubaa8\ub9ac \uc18d\uc131 \uc0c1 \uaddc\ubaa8\uc758 \uacbd\uc81c\uac00 \ud544\uc218\uc801. \uaddc\ubaa8\uc758 \uacbd\uc81c\ub864 \ud1b5\ud574 \ub2e8\uc704 \uc6d0\uac00\ub97c \ub0ae\ucd94\ub294 \uac83\uc774 \uacbd\uc7c1\uc758 \ud575\uc2ec\uc774\ub77c\ub294 \uac83\uc744 \uac15\uc870\ud55c \uac83<br>-\ub2f9\uc0ac\ub294 \ud14c\ud06c \ub9c8\uc774\uadf8\ub808\uc774\uc158 \uc18d\ub3c4, \uc120\ub3c4 \uae30\uc220 \ub7a8\ud504\uc5c5 \uce21\uba74\uc5d0\uc11c \uc2dc\uc7a5 \uc120\ub450\uad8c \uc9c0\uc704 \ucc28\uc9c0<br>-\ub2e4\ub9cc \ub0b8\ub4dc\ub294 \uc194\ub8e8\uc158 \uae30\ubc18 \uc81c\ud488\uc73c\ub85c \uace0\uac1d\uc744 \uc774\ud574\ud558\uace0 \uc804\ubc18\uc801 \uc2dc\uc7a5 \uc774\ud574\ub3c4\uac00 \uc911\uc694. Solidigm\uc740 \uc11c\ubc84 \uace0\uac1d\uc744 \ub300\ud56d\uc73c\ub85c eSSD \uc2dc\uc7a5\uc5d0\uc11c \uae30\uc220\uc801 \uc5ed\ub7c9\uacfc \uc774\ud574\ub3c4 \ubd80\ubb38\uc5d0\uc11c \ud0c1\uc6d4<br>-\ub0b8\ub4dc \uc0dd\uc0b0\ub2a5\ub825\uc774 \ub0ae\uc544 \uace0\uac1d\uc744 \ub9ce\uc774 \uc751\ub300\ud558\uc9c0 \ubabb\ud588\uc9c0\ub9cc SSD \uc2dc\uc7a5\uc5d0\uc11c Solidigm\uc740 \ub2e4\uc591\ud55c \uace0\uac1d\uc744 \uc751\ub300 \ub178\ud558\uc6b0 \ubcf4\uc720<br>-Solidigm \uc218\uc775\uc131 \uce21\uba74\uc5d0\uc11c Non-GAAP \uc62c\ud574 \ud751\uc790 \uae30\ub300. \uc77c\ud68c\uc131 \ube44\uc6a9 \ud3ec\ud568\ud55c \ubbf8\uad6d GAAP \uae30\uc900\uc740 \uc18c\ud3ed\uc758 \uc801\uc790. SK\ud558\uc774\ub2c9\uc2a4 \uc804\uccb4 \ub0b8\ub4dc\uc0ac\uc5c5 \ud751\uc790 \uae30\uc870 \uc720\uc9c0<\/p><p>6.HSBC<\/p><p>Q1. [\ud658\uc728] 2\ubd84\uae30 \ud3c9\uade0 \ud658\uc728\ub85c \ubcf4\uba74 5% \uc6d0\uac00\uc808\ud558. \uc774 \uc601\ud5a5\uc740? \uad6c\uc870\uc801\uc73c\ub85c 100\uc6d0 \uc815\ub3c4\uc758 \ub2ec\ub7ec\ub2f9 \uc6d0\ud558 \ubcc0\ud654\ub294 \uc601\uc5c5\uc774\uc775\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \uc8fc\ub294\uc9c0?<\/p><p>A1.<br>-2\ubd84\uae30 \ud3c9\uade0 \ud658\uc728\uc740 1\ubd84\uae30 \ub300\ube44 5% \uc815\ub3c4 \uc0c1\uc2b9. \ub2f9\uc0ac\ub294 \ub2ec\ub7ec \uacb0\uc81c \uae30\ubc18\uc73c\ub85c \ub9e4\ucd9c\uc561 \uae30\uc900 5,000\uc5b5\uc6d0 \ud658\uc601\ud5a5 \uae30\ub300.<br>-\ube44\uc6a9\uc911\uc5d0 \uc678\ud654\uacb0\uc81c \ube44\uc6a9\uc774 \uc57d 40% \uc218\uc900. \uadf8\uc911 \ud658\uc728\uc774 \ud558\ub77d\ud55c \uc5d4\ud654 \uacb0\uc81c\ubd84\uc744 \uc81c\uc678\ud558\uba74 \uc804\uccb4\uc801\uc73c\ub85c 35%\uc5d0 \uc601\ud5a5. \uacb0\uacfc\uc801\uc73c\ub85c \ud658\uc728 \uc0c1\uc2b9\uc73c\ub85c \uc778\ud55c \ube44\uc6a9 \uc99d\uac00\ubd84\uc744 \ucc28\uac10\ud558\uba74 4,000\uc5b5\uc6d0\uc758 \ud658\uc601\ud5a5 \uae30\ub300<br>-\ud658\uc728 100\uc6d0 \uc778\uc0c1 \uc2dc \uc801\uc5b4\ub3c4 \uc774\ubc88 \ubd84\uae30\ucc98\ub7fc \ub9e4\ucd9c \uc99d\uac00 5,000\uc5b5\uc6d0 \uc774\uc0c1\uc740 \ubc1c\uc0dd\ud560 \uac83\uc73c\ub85c \ud310\ub2e8. \uc601\uc5c5\uc774\uc775\uc740 4,000\uc5b5 \uc815\ub3c4<\/p><p>Q2. [\uc7ac\uace0] \uace0\uac1d\uc0ac\ub4e4 \uc751\uc694\ucc98\ubcc4, \ucc44\ub110\ubcc4 \uc7ac\uace0 \uc218\uc900\uc740?<\/p><p>A2.<br>-\uc804\uc751\uc6a9\ucc98\ubcc4\ub85c \uace0\uac1d \uc7ac\uace0 \uc77c\ubd80 \uc99d\uac00. \uc81c\ud488\ub9c8\ub2e4 \uc815\ub3c4\uc758 \ucc28\uc774\uac00 \uc788\uc74c<\/p><p>7.BoA<\/p><p>Q1. [CapEx] \uc62c\ud574 \ud558\ubc18\uae30\uc5d0 CapEx\ub97c \uc904\uc77c \uc5ec\uc9c0\uac00 \uc5c6\ub294 \uac83 \uac19\uace0. \uc808\ubc18\uc774 \uc7a5\ube44\uac00 \uc544\ub2cc \uacf3\uc5d0 \uc774\ubbf8\u2026 \ud558\ubc18\uae30\uc5d0 \uc778\ud504\ub77c\ub294 \uc904\uc77c \uc218 \uc788\uc744\uc9c0 \ubab0\ub77c\ub3c4 \ub2e4\ub978 \ubd80\ubb38\uc5d0 \uc904\uc77c \uc218 \uc788\ub294 \uc5ec\uc9c0\uac00 \uc801\uc5b4 \ubcf4\uc774\ub294\ub370\u2026 \uc7a5\ube44\ub294 \ub300\ub9cc\uc758 TSMC, \uc0bc\uc131\uc804\uc790\uc640 \uacbd\uc7c1\ud558\ub294\ub370 \ub9ac\uc18c \uc7a5\ube44\uc640 CVD \uc7a5\ube44\ub97c \uc720\uc758\ubbf8\ud558\uac8c \uc904\uc77c \uc218 \uc788\ub294\uc9c0?<\/p><p>A1.<br>-\uc2dc\uc7a5\uc744 \ubcfc \ub54c \ud558\ubc18\uae30\uc5d0 CapEx\ub97c \uc870\uc815\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, \uba54\ubaa8\ub9ac \uad00\ub828\ud574\uc11c 3\uac1c\uc6d4 \uc815\ub3c4\ub294 \uc804\ub9dd\uc774 \uac00\ub2a5\ud558\uace0 6\uac1c\uc6d4 \uae4c\uc9c0\ub294 \uc5b4\ub824\uc6cc\ub3c4 \uac00\ub2a5\ud55c \ubd80\ubd84.<br>-\uc804\uccb4 CapEx \uc911\uc5d0 \uc7a5\ube44\ud22c\uc790 \uc678\uc5d0 \uc778\ud504\ub77c \ud22c\uc790\uac00 \ub9de\uc74c. \uacfc\uac70 \ubcf4\ub2e4 \uc778\ud504\ub77c \ud22c\uc790\uac00 \ub9ce\uc774 \uc62c\ub77c\uc628 \uac83\ub3c4 \uc0ac\uc2e4. \ub0b4\ubd80 \ubc1c\uc804\uc2dc\uc124 \uad00\ub828\ud574\uc11c\ub294 \ucd5c\uadfc \uc804\ub825 \uc0c1\ud669\uc774\ub098 \uc6d0\uac00 \uace0\ubbfc\uc744 \ud574\ubcfc \ub54c, \uc778\ud504\ub77c \ud22c\uc790\ub97c \uc911\uc7a5\uae30 \uacbd\uc7c1\ub825 \uc62c\ub9ac\ub294 \ubc29\ud5a5. \uc774\ub7ec\ud55c \ud22c\uc790\ub294 \ubbf8\ub798\uc758 Opex\ub97c \ub0ae\ucd94\ub294 \uac83\uc774\uae30 \ub54c\ubb38\uc5d0 \uc9c0\uc18d\ud560 \uac83<br>-\uc6a9\uc778 \ubd80\uc9c0\uc5d0 \ub2e4\uc591\ud55c \ud22c\uc790\uac00 \uae30\ub300\ub418\uc9c0\ub9cc \uc5ec\uc804\ud788 \uc7a5\ube44 \ud22c\uc790 \ubd80\ubb38\uc774 \uc9c0\ubc30\uc801\uc774\ub77c\uc904\uc77c \uc218 \uc788\ub294 \ubd80\ubd84\uc774 \uc788\uc74c<br>-\ud30c\uc6b4\ub4dc\ub9ac\uc640 \uacbd\uc7c1\uc0ac \ub4f1 \uc5d0\uc11c\uc758 \ub2f9\uaca8\uc624\ub294 \ucd94\uac00\uc801\uc778 CapEx \ud22c\uc790\ub294 \uc548\ub41c\ub2e4\uace0 \ud310\ub2e8<\/p><\/blockquote>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/05\/Screenshot-2019-10-31-at-05.32.22.jpg\" alt=\"\" class=\"wp-image-7201\"\/><\/figure><\/div>\n\n\n<p>\uc544\ub798\ub294&nbsp;<strong>\uc2e0\uc6a9\uc794\uace0 \ud604\ud669<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong><span style=\"color:#ffffff\" class=\"tadv-color\"><span style=\"background-color:#cf2e2e\" class=\"tadv-background-color\">1.\uc2e0\uc6a9\uc794\uace0 \uc808\ub300 \uaddc\ubaa8<\/span><\/span><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"820\" height=\"399\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-27-at-23.21.36.jpg\" alt=\"\" class=\"wp-image-12154\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-27-at-23.21.36.jpg 820w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-27-at-23.21.36-300x146.jpg 300w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-27-at-23.21.36-768x374.jpg 768w\" sizes=\"(max-width: 820px) 100vw, 820px\" \/><figcaption>\u25b2&nbsp;<em>\ucf54\uc2a4\ud53c \uc2e0\uc6a9\uc794\uace0(\ucd5c\uadfc 3\uac1c\uc6d4)<\/em><\/figcaption><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"820\" height=\"399\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-27-at-23.21.42.jpg\" alt=\"\" class=\"wp-image-12155\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-27-at-23.21.42.jpg 820w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-27-at-23.21.42-300x146.jpg 300w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/Screenshot-2022-07-27-at-23.21.42-768x374.jpg 768w\" sizes=\"(max-width: 820px) 100vw, 820px\" \/><figcaption>\u25b2&nbsp;<em>\ucf54\uc2a4\ub2e5 \uc2e0\uc6a9\uc794\uace0(\ucd5c\uadfc 3\uac1c\uc6d4)<\/em><\/figcaption><\/figure>\n\n\n\n<p><strong><span style=\"color:#ffffff\" class=\"tadv-color\"><span style=\"background-color:#cf2e2e\" class=\"tadv-background-color\">2.\uc99d\uc2dc \uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \uaddc\ubaa8<\/span><\/span><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2242\" height=\"1374\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image-49.png\" alt=\"\" class=\"wp-image-12156\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image-49.png 2242w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image-49-300x184.png 300w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image-49-1024x628.png 1024w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image-49-768x471.png 768w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image-49-1536x941.png 1536w, https:\/\/hibulls.com\/wp-content\/uploads\/2022\/07\/image-49-2048x1255.png 2048w\" sizes=\"(max-width: 2242px) 100vw, 2242px\" \/><figcaption>\u25b2&nbsp;<em>\uc99d\uc2dc \uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0<\/em><\/figcaption><\/figure>\n\n\n\n<p><strong>\uc99d\uc2dc \uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0\ub294 33.5%\ub97c \uae30\ub85d\ud574, \uc804\uc77c 33.4%\uc5d0\uc11c \ud070 \ubcc0\ud654\ub294 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4.<\/strong>&nbsp;\ucd5c\uadfc \uc2e0\uc6a9\uc794\uace0 \ube44\uc728\uc774 \ubc18\ub4f1 \uc911\uc778\ub370, \uc544\uc9c1 \ud3c9\ub144 \ub300\ube44 \ub0ae\uc740 \uc218\uc900\uc774\ub77c \uc704\ud5d8\ud558\uc9c4 \uc54a\ub2e4\uace0 \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucf54\ub85c\ub09819 \ud39c\ub370\ubbf9 \ubc1c\uc0dd \uc774\uc804\uc778&nbsp;<strong>2018~19\ub144\uc758 \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<p>\uc774\uc0c1\uc785\ub2c8\ub2e4. \uac10\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc544\ub798\ub294&nbsp;\uc804\uc77c \uc885\uac00 \uae30\uc900 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud604\ud669\uc785\ub2c8\ub2e4.&nbsp;\uc2e0\uaddc \ud3b8\uc785\/\ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4. \uc544\ub798\ub294&nbsp;\uc544\uc9c1&nbsp;\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\uc785\ub2c8\ub2e4.&nbsp;\uc804\uc77c \uc81c\uc2dc\ud574\ub4dc\ub9b0 \ub0b4\uc6a9\uc5d0\uc11c&nbsp;\ubcc0\ub3d9 \uc0ac\ud56d \uc5c6\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \uc81c\uc870 : SK\ud558\uc774\ub2c9\uc2a4 \ubc18\ub3c4\uccb4 \ud14c\uc2a4\ud2b8 \uc18c\ucf13 : \ud2f0\uc5d0\uc2a4\uc774 2\ucc28\uc804\uc9c0 \uc18c\uc7ac\ubd80\ud488 : \ud14c\uc774\ud329\uc2a4 2\ucc28\uc804\uc9c0 \uc7a5\ube44 : \ud53c\uc5d4\ud2f0 \uae30\ud0c0 : [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":6539,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>[07.28] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hibulls.com\/?p=12146\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[07.28] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)\" \/>\n<meta property=\"og:description\" content=\"\uc544\ub798\ub294&nbsp;\uc804\uc77c \uc885\uac00 \uae30\uc900 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud604\ud669\uc785\ub2c8\ub2e4.&nbsp;\uc2e0\uaddc \ud3b8\uc785\/\ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4. \uc544\ub798\ub294&nbsp;\uc544\uc9c1&nbsp;\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\uc785\ub2c8\ub2e4.&nbsp;\uc804\uc77c \uc81c\uc2dc\ud574\ub4dc\ub9b0 \ub0b4\uc6a9\uc5d0\uc11c&nbsp;\ubcc0\ub3d9 \uc0ac\ud56d \uc5c6\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \uc81c\uc870 : SK\ud558\uc774\ub2c9\uc2a4 \ubc18\ub3c4\uccb4 \ud14c\uc2a4\ud2b8 \uc18c\ucf13 : \ud2f0\uc5d0\uc2a4\uc774 2\ucc28\uc804\uc9c0 \uc18c\uc7ac\ubd80\ud488 : \ud14c\uc774\ud329\uc2a4 2\ucc28\uc804\uc9c0 \uc7a5\ube44 : \ud53c\uc5d4\ud2f0 \uae30\ud0c0 : [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/hibulls.com\/?p=12146\" \/>\n<meta property=\"og:site_name\" content=\"\ud558\uc774\ubd88\uc2a4(Hi,Bulls)\" \/>\n<meta property=\"article:published_time\" content=\"2022-07-27T23:26:01+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-07-27T23:26:03+00:00\" \/>\n<meta property=\"og:image\" 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