{"id":36918,"date":"2023-07-27T08:36:02","date_gmt":"2023-07-26T23:36:02","guid":{"rendered":"https:\/\/hibulls.com\/?p=36918"},"modified":"2023-07-27T08:36:08","modified_gmt":"2023-07-26T23:36:08","slug":"07-27-%ed%95%98%ec%9d%b4%eb%b6%88%ec%8a%a4-%ed%8e%80%eb%93%9c-%ec%a0%84%eb%9e%b5-sk%ed%95%98%ec%9d%b4%eb%8b%89%ec%8a%a4-%ed%98%84%eb%8c%80%ec%b0%a8-hl%eb%a7%8c%eb%8f%84-%ec%82%bc%ec%84%b1","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=36918","title":{"rendered":"[07.27] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 : SK\ud558\uc774\ub2c9\uc2a4, \ud604\ub300\ucc28, HL\ub9cc\ub3c4, \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4, \ub450\uc0b0\ubc25\ucea3 \uc2e4\uc801 \ubc1c\ud45c"},"content":{"rendered":"\n

\uc544\ub798\ub294 \uc804\uc77c \uc885\uac00 \uae30\uc900 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud604\ud669<\/strong>\uc785\ub2c8\ub2e4. \uc2e0\uaddc \ud3b8\uc785\/\ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

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\uc544\ub798\ub294 \uc62c\ud574 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud3b8\ucd9c \uc885\ubaa9 \ub0b4\uc5ed<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

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SK\ud558\uc774\ub2c9\uc2a4<\/strong><\/p>\n\n\n\n

\uc804\uc77c \uc591\ud638\ud55c 2\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c<\/strong>\ud588\uc2b5\ub2c8\ub2e4. \ub9e4\ucd9c\uc561\uc740 \ucee8\uc13c\uc11c\uc2a4\ub97c \uc0c1\ud68c\ud588\uace0, \uc601\uc5c5\uc774\uc775\uc740 \ucee8\uc13c\uc11c\uc2a4\uc5d0 \ubd80\ud569<\/strong>\ud588\uc2b5\ub2c8\ub2e4. DRAM\uacfc NAND \uac01\uac01 bit growth\uac00 1\ubd84\uae30 \ub300\ube44(QoQ) 30% \uc911\ubc18, 50% \uc99d\uac00\ud558\uba74\uc11c \ud070 \ud3ed\uc758 \uc131\uc7a5\uc138<\/strong>\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n

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DRAM\uc740 HBM\/DDR5 \uc81c\ud488 \ud310\ub9e4\uc5d0 \ub530\ub978 \ubbf9\uc2a4 \uac1c\uc120<\/strong>\uc73c\ub85c \ud310\ub9e4\uac00\uaca9\uc774 \ud55c \uc790\ub9bf\uc218% \ud6c4\ubc18 \uc0c1\uc2b9<\/strong>\ud588\uc2b5\ub2c8\ub2e4. HBM\uc744 \ud3ec\ud568\ud55c \uadf8\ub798\ud53d DRAM \ube44\uc911\uc774 20%\uae4c\uc9c0 \ud655\ub300\ub410\uace0, DDR5\uc758 \ub9e4\ucd9c \ube44\uc911\ub3c4 \uc2dc\uc7a5 \ud3c9\uade0\uc744 \ud06c\uac8c \uc6c3\ub3cc\uc558\uc2b5\ub2c8\ub2e4. 2\ubd84\uae30 \uc2e4\uc801\uc744 \ud1b5\ud574 SK\ud558\uc774\ub2c9\uc2a4\uac00 DRAM \uc5c5\uacc4 \ub0b4\uc5d0\uc11c \uac00\uc7a5 \uc544\uc6c3\ud37c\ud3fc\ud558\uace0 \uc788\uc74c\uc744 \ud655\uc778\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

NAND\uc758 \ud310\ub9e4\uac00\uaca9\uc740 QoQ -10% \ud558\ub77d<\/strong>\ud588\uc2b5\ub2c8\ub2e4. \ubaa8\ubc14\uc77c, SSD \uac19\uc740 \uc751\uc6a9\ubcf5\ud569\uc81c\ud488 \ud310\ub9e4 \ube44\uc911\uc774 \uc904\uace0 \ub2e8\ud488 \ud310\ub9e4\uac00 \ub298\uc5c8\ub294\ub370, \uc544\uc9c1\uc740 \uc804\ubc29 IT \uc218\uc694 \uac1c\uc120\uc774 \ube60\ub974\uc9c0 \uc54a\uae30 \ub54c\ubb38<\/strong>\uc785\ub2c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc218\uc694\/\uacf5\uae09 \ubd88\uade0\ud615 \ud574\uc18c\ub97c \uc704\ud574 NAND \uac10\uc0b0 \uaddc\ubaa8\ub97c 5~10% \ucd94\uac00 \ud655\ub300<\/strong>\ud560 \uac83\uc774\ub77c\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n

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HBM\/DDR5 \uc218\uc694 \uc99d\uac00\ub294 \ud558\ubc18\uae30\uc5d0\ub3c4 \uc9c0\uc18d\ub418\uba70 DRAM \uc81c\ud488 \ud310\ub9e4\uac00\uaca9 \uc0c1\uc2b9\uc774 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc804\ub9dd<\/strong>\ud569\ub2c8\ub2e4. \ucd9c\ud558\ub7c9\uc774 \uc99d\uac00\ud558\uace0 \ud310\ub9e4\uac00\uaca9\uc774 \uc624\ub974\uba74\uc11c DRAM \ubd80\ubb38\uc740 3\ubd84\uae30\ubd80\ud130 \ud751\uc790 \uc804\ud658\uc744 \uae30\ub300<\/strong>\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\uacf5\uc9c0\ub2a5(AI)\uc5d0 \ud544\uc218\uc801\uc778 HBM\uc740 \ud604\uc7ac SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc81c\ud488\uc774 \uc5c5\uacc4\uc5d0\uc11c \uac00\uc7a5 \uae30\uc220\uc801\uc73c\ub85c \uc55e\uc11c<\/strong> \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1\uc0ac\uc778 \uc0bc\uc131\uc804\uc790\uac00 \ube60\ub974\uac8c \ucd94\uaca9\ud574\uc624\uace0 \uc788\ub294\ub370, \uc5d4\ube44\ub514\uc544 \ub4f1 \uace0\uac1d\uc0ac\uac00 \ud5c8\uc6a9\ud558\ub294 \uc218\uc900\uc744 \ud1b5\uacfc\ud558\uba74 \uacbd\uc7c1\uc740 \ub298\uc5b4\ub098\uaca0\uc9c0\ub9cc, \uc804\uccb4 CAPA\uac00 \uc81c\ud55c\ub418\uc5b4 \uc788\uc5b4 \ub2f9\ubd84\uac04\uc740 SK\ud558\uc774\ub2c9\uc2a4\uc640 \uc0bc\uc131\uc804\uc790\uac00 \ubaa8\ub450 \uace0\uc218\uc775\uc744 \ub204\ub9b4 \uc218 \uc788\ub294 \ud658\uacbd<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

NAND\ub294 \uc544\uc9c1 \ud070 \ud3ed\uc758 \uc2e4\uc801 \uac1c\uc120\uc744 \uae30\ub300\ud558\uae34 \uc5b4\ub835\uc9c0\ub9cc,<\/strong> \ud5a5\ud6c4 \uae00\ub85c\ubc8c \ud1b5\ud654\uae34\ucd95 \uae30\uc870 \uc644\ud654, \uc911\uad6d \uacbd\uae30 \ubd80\uc591 \ub4f1\uc758 \ud658\uacbd \ud558\uc5d0\uc11c \uc810\uc9c4\uc801\uc73c\ub85c \uac1c\uc120\ub420 \uac83<\/strong>\uc73c\ub85c \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc62c\ud574 1\ubd84\uae30 \uc2e4\uc801\uc744 \ubc14\ub2e5\uc73c\ub85c \ubd84\uae30\ubcc4\ub85c \uc2e4\uc801 \uac1c\uc120 \ud750\ub984\uc774 \uacc4\uc18d\ub420 \uac83\uc73c\ub85c \uc804\ub9dd<\/strong>\ud569\ub2c8\ub2e4. \uc8fc\uac00\ub294 HBM\/DDR5 \uae30\ub300\uac10\uc744 \ubc18\uc601\ud558\uba70 \uba3c\uc800 \uc55e\uc11c\ub098\uac04 \ud6c4 \uc7a0\uc2dc \uc26c\uace0 \uc788\ub294\ub370, \ubd84\uae30\ubcc4 \uc2e4\uc801 \uac1c\uc120 \ud750\ub984\uacfc \ud568\uaed8 \uc6b0\uc0c1\ud5a5\uc774 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uae30\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud640\ub529 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

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\ud604\ub300\ucc28<\/strong><\/p>\n\n\n\n

\uc2dc\uc7a5 \uc608\uc0c1\uc744 \uc0c1\ud68c\ud558\ub294 \uc88b\uc740 \uc2e4\uc801\uc744 \ubc1c\ud45c<\/strong>\ud588\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc, \uadf8\ub3d9\uc548 \ubb3c\ub7c9 \uc99d\uac00+MIX \uac1c\uc120\uc774 \uc2e4\uc801 \uac1c\uc120\uc744 \uc774\ub04c\uc5c8\ub294\ub370, \uc774\ubc88 \ubd84\uae30\uc5d0\ub294 \ud658\uc728 \uc601\ud5a5\uc774 \uc608\uc0c1\ubcf4\ub2e4 \ud06c\uac8c \uc791\uc6a9<\/strong>\ud588\uc2b5\ub2c8\ub2e4. \ud658\uc728 \ud6a8\uacfc\uac00 \ud06c\uc9c0 \uc54a\uc558\ub2e4\uba74 \uc2dc\uc7a5 \uc608\uc0c1\uce58\uc5d0 \ubd80\ud569\ud558\uac70\ub098, \ud639\uc740 \uc18c\ud3ed \ubbf8\ub2ec\ud558\ub294 \uc601\uc5c5\uc774\uc775\uc744 \ub2ec\uc131\ud588\uc744 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

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\ud604\ub300\ucc28\ub294 \ubbf8\uad6d \uc790\ub3d9\ucc28 \uc2dc\uc7a5\uc5d0\uc11c \uc5c5\uccb4\ub4e4\uc758 \uc778\uc13c\ud2f0\ube0c \uc9c0\uae09\uc774 \ub298\uace0 \uc788\ub2e4\uace0 \uc5b8\uae09<\/strong>\ud588\ub294\ub370, \uae00\ub85c\ubc8c \uc7ac\uace0\ub294 1.3\uac1c\uc6d4\ub85c \uc544\uc9c1 \uadf9\ub2e8\uc801\uc73c\ub85c \ub0ae\uc740 \uc218\uc900\uc774 \uacc4\uc18d \uc720\uc9c0<\/strong>\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc9c1\uc740 \uc218\uc694>\uacf5\uae09 \uad6d\uba74<\/strong>\uc73c\ub85c \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n

\ub2e4\ub9cc, \ud14c\uc2ac\ub77c \ub4f1 \uae00\ub85c\ubc8c \uc790\ub3d9\ucc28 \uc5c5\uccb4\ub4e4\uc774 \ucc28\ub7c9 \ud310\ub9e4 \uac00\uaca9\uc744 \uacf5\uaca9\uc801\uc73c\ub85c \ub0ae\ucd94\uace0 \uc788\uc5b4 3\ubd84\uae30 \uc774\ud6c4\ubd80\ud130\ub294 \uc778\uc13c\ud2f0\ube0c \uc0c1\uc2b9\uc5d0 \ub300\ud55c \ubd80\ub2f4\uc774 \ucee4\uc9c8 \uac83\uc73c\ub85c \ubcf4\uc774\uace0, \ubbf8\uad6d\uc758 \uae08\ub9ac \uc778\uc0c1 \uc0ac\uc774\ud074\uc774 \uc815\uc810\uc744 \ud1b5\uacfc\ud558\uba74\uc11c \ud658\uc728\ub3c4 \ud558\ubc29 \uc555\ub825\uc774 \ucee4\uc9c0\uba70 \ud604\ub300\ucc28\uc758 \uac00\uaca9 \ud658\uacbd\uc774 \ube44\uc6b0\ud638\uc801\uc73c\ub85c \ubc14\ub014 \uac00\ub2a5\uc131<\/strong>\uc774 \ub192\ub2e4\uace0 \ubd05\ub2c8\ub2e4. <\/p>\n\n\n\n

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\ud604\ub300\ucc28\ub294 \uc608\uc0c1\ubcf4\ub2e4 \uac15\ud55c \uc218\uc694\ub97c \uc774\uc720\ub85c \uc5f0\uac04 \uc2e4\uc801 \uac00\uc774\ub358\uc2a4\ub97c \uc0c1\ud5a5 \uc870\uc815<\/strong>\ud588\ub294\ub370, \uc6d0\ub798 10\uc6d4 \ub9d0\uc5d0 \uc870\uc815\ud560 \uacc4\ud68d\uc774 \uc774\ubbf8 \uc788\uc5c8\uace0, \uc2dc\uc7a5\uc758 \ub208\ub192\uc774\uac00 \uc774\ubbf8 \uc0c1\ud5a5 \uc870\uc815\ub41c \uc218\uc900<\/strong>\uae4c\uc9c0 \uc62c\ub77c\uc640 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

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\ucd08\uacfc \uc218\uc694 \uad6d\uba74\uc774 \uc9c0\uc18d\ub418\uace0 \uc788\uace0, \uae00\ub85c\ubc8c \uc790\ub3d9\ucc28 \uc2dc\uc7a5\uc5d0\uc11c \ube0c\ub79c\ub4dc \uc704\uc0c1\uc774 \ub2ec\ub77c\uc9c0\uace0 \uc788\uc73c\uba70, \uc62c\ud574 \uc608\uc0c1 \uc601\uc5c5\uc774\uc775 \ub300\ube44 \uc2dc\uac00\ucd1d\uc561\uc774 \uc57d 4\ubc30 \uc218\uc900\uc5d0 \ubd88\uacfc\ud560 \uc815\ub3c4\ub85c \uc800\ud3c9\uac00 \uc0c1\ud0dc\uc9c0\ub9cc, \uc2e4\uc801 \ud53c\ud06c\uc544\uc6c3 \uc6b0\ub824\uac00 \uc81c\uae30\ub420 \uc5ec\uc9c0<\/strong>\uac00 \uc870\uae08\uc529 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9e4\ub3c4 \uacc4\ud68d\uc744 \uc5b4\ub5bb\uac8c \uc7a1\uc544\uc57c \ud560\uc9c0 \uace0\ubbfc, \ub17c\uc758 \uc911\uc785\ub2c8\ub2e4.<\/p>\n\n\n

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HL\ub9cc\ub3c4<\/strong><\/p>\n\n\n\n

\uc2dc\uc7a5 \ucee8\uc13c\uc11c\uc2a4\uc5d0 \ub300\uccb4\ub85c \ubd80\ud569\ud55c \uc2e4\uc801\uc744 \ubc1c\ud45c<\/strong>\ud588\uc2b5\ub2c8\ub2e4. \ud604\ub300\ucc28\/\uae30\uc544, \ud14c\uc2ac\ub77c\ub97c \uc8fc \uace0\uac1d\uc0ac\ub85c \ub450\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ubc29 \uace0\uac1d\uc0ac\uac00 \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0\uc11c \ubaa8\ub450 \uc798 \ub098\uac00\ub294 \uc644\uc131\ucc28 \uc5c5\uccb4\ub4e4\uc774\uba70, \uc804\uae30\ucc28\u00b7\uc790\uc728\uc8fc\ud589\u00b7SDV(\uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc911\uc2ec \uc790\ub3d9\ucc28) \ub300\uc751 \uc5ed\ub7c9\uc744 \uc9c0\ub2cc \uae30\uc220\ub825 \uc788\ub294 \ubd80\ud488 \uc5c5\uccb4\uc778\ub370\ub3c4 \uc8fc\uac00\uac00 \ubd80\uc9c4\ud55c \ud750\ub984\uc785\ub2c8\ub2e4. \uc218\uc775\uc131\uc774 \ub4b7\ubc1b\uce68\ub418\uc9c0 \uc54a\uae30 \ub54c\ubb38<\/strong>\uc73c\ub85c \ud310\ub2e8\ud569\ub2c8\ub2e4(\ucd5c\uadfc 4\uac1c \ubd84\uae30 \uc601\uc5c5\uc774\uc775\ub960 \ud3c9\uade0 3.4%, \ucd5c\uadfc 4\uac1c \ub144\ub3c4 \uc601\uc5c5\uc774\uc775\ub960 \ud3c9\uade0 3.08%).<\/p>\n\n\n\n

\uc644\uc131\ucc28 \uc5c5\uccb4\ub4e4\uc758 \ucd9c\ud558\ub7c9 \uacbd\uc7c1\uc740 \ubd80\ud488 \uc218\uc694 \uc99d\uac00\ub97c \ubd88\ub7ec\uc624\uae30 \ub54c\ubb38\uc5d0 \ubd80\ud488\uc0ac\uc5d0 \uae0d\uc815\uc801\uc774\ub098, \uc218\uc775\uc131 \ud655\ubcf4\ub97c \uc704\ud55c \uc6d0\uac00\uc808\uac10(CR) \uc6b0\ub824\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. HL\ub9cc\ub3c4\uc758 \uc8fc\uac00 \ub9ac\ub808\uc774\ud305\uc744 \uc704\ud574\uc11c\ub294 \uc774\uc775\ub960 \uc81c\uace0<\/strong>\uac00 \ud544\uc694\ud558\ub2e4\uace0 \ubcf4\ub294\ub370, \uac1c\uc120\ub418\uace0\ub294 \uc788\uc73c\ub098 \uc544\uc9c1\uc740 \uc880 \ubd80\uc871\ud569\ub2c8\ub2e4. \ud604\ub300\ucc28\/\uae30\uc544\ub97c \ub9e4\ub3c4 \ud3b8\ucd9c\ud560 \uacbd\uc6b0, HL\ub9cc\ub3c4\ub3c4 \uac19\uc774 \ub300\uc751\ud560 \uc608\uc815<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

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\uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4<\/strong><\/p>\n\n\n\n

\uc2dc\uc7a5 \uc608\uc0c1\uc744 \uc0c1\ud68c\ud558\ub294 \ud638\uc2e4\uc801\uc744 \ubc1c\ud45c<\/strong>\ud588\uc2b5\ub2c8\ub2e4. 1~3\uacf5\uc7a5 \ud480\uac00\ub3d9\uc5d0 \uc6b0\ud638\uc801\uc778 \ud658\uc728 \ud6a8\uacfc<\/strong>\uac00 \ud638\uc2e4\uc801\uc758 \uc8fc \uc694\uc778\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc791\ub144 10\uc6d4\ubd80\ud130 \ubd80\ubd84 \uac00\ub3d9 \uc911\uc778 4\uacf5\uc7a5\uc740 \uc62c\ud574 3\ubd84\uae30\ubd80\ud130 \ub7a8\ud504\uc5c5\uc5d0 \ub4e4\uc5b4\uac00 \uc5f0\ub9d0\ub85c \uac08\uc218\ub85d \ub9e4\ucd9c \uc778\uc2dd \uae30\uc5ec\uac00 \ucee4\uc9c8 \uac83\uc73c\ub85c \uc804\ub9dd<\/strong>\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

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

\uafb8\uc900\ud788 \uc88b\uc740 \uc218\uc8fc \ud750\ub984\uacfc \uadf8\uc5d0 \ub3d9\ud589\ud558\ub294 \ubd80\uce68 \uc5c6\ub294 \uc2e4\uc801 \uc131\uc7a5\uc138<\/strong>\ub97c \ubcf4\uc5ec\uc8fc\uace0 \uc788\ub294\ub370, 4\uacf5\uc7a5 \uac00\ub3d9 \ud6a8\uacfc\ub85c \uc62c\ud574\ub294 \uc5f0\ub9d0\ub85c \uac08\uc218\ub85d \uc2e4\uc801\uc774 \uc6b0\uc0c1\ud5a5\ud558\ub294 \ub69c\ub837\ud55c \uc0c1\uc800\ud558\uace0\uc758 \uc2e4\uc801 \ud328\ud134<\/strong>\uc774 \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc54c\uce20\ud558\uc774\uba38 \uc2e0\uc57d \uc218\uc8fc \uac00\ub2a5\uc131, 2025\ub144 4\uacf5\uc7a5 \ud480\uac00\ub3d9, 2025\ub144 5\uacf5\uc7a5 \uac00\ub3d9 \uc2dc\uc791 \ub4f1 \uc911\uc7a5\uae30 \ubaa8\uba58\ud140\ub3c4 \ub2e4\uc591<\/strong>\ud569\ub2c8\ub2e4. \uc77c\uac01\uc5d0\uc11c \uc6b0\ub824\ud558\ub294 \uacbd\uc7c1\uc0ac\ub4e4\uc758 \uc2e0\uaddc \uc124\ube44 \uac00\ub3d9 \uac1c\uc2dc \uc2dc\uc810 \uc784\ubc15\uc5d0 \ub530\ub978 \ubc30\uce58\ub2f9 \ub2e8\uac00 \ud558\ub77d\uc740 \ub098\ud0c0\ub098\uc9c0 \uc54a\uace0 \uc788\uace0, \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4\uc758 \uc218\uc8fc \ud65c\ub3d9\uc774 \uc6d0\ud65c\ud574 \ud574\ub2f9 \uc6b0\ub824\ub294 \uae30\uc6b0\uc778 \uac83\uc73c\ub85c \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n

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

\uae00\ub85c\ubc8c \uae08\ub9ac \uc778\uc0c1 \uc0ac\uc774\ud074 \uc815\uc810 \ud1b5\uacfc \uc804\ub9dd\uacfc \ud568\uaed8, \uae08\ub9ac\uc5d0 \uac00\uc7a5 \ubbfc\uac10\ud55c \uc81c\uc57d\/\ubc14\uc774\uc624 \uc139\ud130 \ub0b4 \ub300\uc7a5\uc8fc\uc774\uc790, \uc2e4\uc801\uc744 \ubcf4\uace0 \uac08 \uc218 \uc788\ub294 \uc885\ubaa9<\/strong>\uc73c\ub85c \ud22c\uc790\ud3ec\uc778\ud2b8\ub97c \uc81c\uc2dc\ud574\ub4dc\ub838\uc5c8\uc2b5\ub2c8\ub2e4. \ud22c\uc790\ud3ec\uc778\ud2b8 \uc5ec\uc804\ud788 \uc720\ud6a8\ud569\ub2c8\ub2e4. \ud640\ub529 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n

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

\ub450\uc0b0\ubc25\ucea3<\/strong><\/p>\n\n\n\n

\uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \ud06c\uac8c \uc0c1\ud68c\ud55c \uc11c\ud504\ub77c\uc774\uc988\ud55c 2\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c<\/strong>\ud588\uc2b5\ub2c8\ub2e4. \ud658\uc728 \ud6a8\uacfc\ub3c4 \uc788\uc5c8\uc9c0\ub9cc \ubbf8\ubbf8\ud588\uace0, \uac70\uc758 \ud310\ub9e4\ub7c9 \uc99d\uac00\uc640 MIX \uac1c\uc120\ub9cc\uc73c\ub85c \uc774\ub904\ub0b8 \uc2e4\uc801<\/strong>\uc785\ub2c8\ub2e4. \uc601\uc5c5\uc774\uc775\ub960\uc774 \uc5ed\ub300 \ucd5c\uace0 \uc218\uc900\uc778 17.5%\ub97c \uae30\ub85d<\/strong>\ud588\uc2b5\ub2c8\ub2e4. \uc77c\ud68c\uc131 \uc694\uc778\uc744 \uc81c\uac70\ud574\ub3c4 14.9%\uc758 \ub192\uc740 \uc218\uc775\uc131<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

\ube44\uad50 \uc5c5\uccb4\uc778 HD\ud604\ub300\uc778\ud504\ub77c\ucf54\uc5b4, HD\ud604\ub300\uac74\uc124\uae30\uacc4\ub3c4 2\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud588\ub294\ub370, \uac01\uac01 \uc601\uc5c5\uc774\uc775\ub960\uc774 12.3%, 9.3%\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n

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

\ubbf8\uad6d\uc758 \uc778\ud504\ub77c \uc9c0\ucd9c, \uc2e0\uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ud655\ub300 \ub4f1 \ube44\uc8fc\ud0dd \ubd80\ubb38\uc758 \uac74\uc124\uc9c0\ucd9c\uc774 \uac00\ud30c\ub978 \uc99d\uac00\uc138\ub97c \uacc4\uc18d \uc720\uc9c0\ud558\uba74\uc11c \uc804 \uc81c\ud488\uad70\uc758 \ub9e4\ucd9c\uc774 \ubaa8\ub450 \uace0\ub974\uac8c \uc131\uc7a5<\/strong>\ud588\uc2b5\ub2c8\ub2e4. \uc5ec\uae30\uc5d0 \uc6d0\uc790\uc7ac \uac00\uaca9 \ubc0f \uc6b4\uc1a1\ube44 \ud558\ub77d\uc73c\ub85c \ube44\uc6a9 \uc808\uac10 \ud6a8\uacfc<\/strong>\uac00 \uc788\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ubbf8\uad6d \uc778\ud504\ub77c\ud22c\uc790\ubc95, \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \uc2dc\ud589, \uc911\uad6d \uacbd\uae30 \ubd80\uc591 \ubaa9\uc801 \uc778\ud504\ub77c \ud22c\uc790, \uc6b0\ud06c\ub77c\uc774\ub098 \uc7ac\uac74, \uc778\ub3c4\ub124\uc2dc\uc544 \uc218\ub3c4 \uc774\uc804 \ub4f1 \ud604\uc7ac \uc9c4\ud589\ub418\uace0 \uc788\uac70\ub098 \uc55e\uc73c\ub85c \uc608\uc815\ub41c \ubaa8\uba58\ud140\uc774 \ub9ce\uc2b5\ub2c8\ub2e4.<\/strong> \ud380\ub4dc \ud3b8\uc785 \uc774\ud6c4 \uc8fc\uac00\uac00 \ub2e8\uae30\uac04\uc5d0 \uaf64 \uc0c1\uc2b9\ud588\uc9c0\ub9cc, \ud22c\uc790 \uc2dc\uacc4\uc5f4\uc744 \uae38\uac8c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/strong> \ud640\ub529 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n

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

\uc544\ub798\ub294 \ud604\uc7ac \ud380\ub4dc\uc5d0 \ud3b8\uc785 \uc911\uc774\uc9c0 \uc54a\uc9c0\ub9cc, \u2460\uae30\uc874 \ud3b8\uc785 \uc885\ubaa9 \ud3b8\ucd9c, \u2461\uc8fc\uac00(\uc2dc\uc7a5) \uc870\uc815 \ubc1c\uc0dd, \u2462\uae30\uc220\uc801\uc73c\ub85c \uc801\uc808\ud55c \ub9e4\uc218 \uc790\ub9ac \ud3ec\ucc29 \ub4f1\uc758 \uc0ac\uc720 \ubc1c\uc0dd \uc2dc \uc5b8\uc81c\ub4e0 \ub9e4\uc218\ud560 \uc218 \uc788\ub294 \ud3b8\uc785 \ud6c4\ubcf4 \uc885\ubaa9 \uc6cc\uce58\ub9ac\uc2a4\ud2b8<\/strong>\uc785\ub2c8\ub2e4. \uc804\uc77c \uc81c\uc2dc\ud574\ub4dc\ub9b0 \ub0b4\uc6a9\uc5d0\uc11c \ubcc0\ub3d9\uc0ac\ud56d \uc5c6\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

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

\uc544\ub798\ub294 \uad6d\ub0b4\uc99d\uc2dc \uc2e0\uc6a9\uc794\uace0 \ud604\ud669<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

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

\"\"
\u25b2 \ucf54\uc2a4\ud53c \uc2e0\uc6a9\uc794\uace0(\ucd5c\uadfc 6\uac1c\uc6d4)<\/em><\/figcaption><\/figure>\n\n\n\n
\"\"
\u25b2 \ucf54\uc2a4\ub2e5 \uc2e0\uc6a9\uc794\uace0(\ucd5c\uadfc 6\uac1c\uc6d4)<\/em><\/figcaption><\/figure>\n\n\n\n

2.\uc99d\uc2dc \uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \uaddc\ubaa8<\/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

*07\uc6d4 25\uc77c \uae30\uc900(\uc99d\uc2dc\uc790\uae08 \ub370\uc774\ud130 \uc9d1\uacc4\ub294 1\uac70\ub798\uc77c lagging\uc774 \uc788\uc74c)
-\uc2e0\uc6a9\uc794\uace0 \uae08\uc561 : 20.06\uc870\uc6d0 (vs \uc804\uc77c 19.94\uc870\uc6d0)
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 : 36.2%<\/strong> (vs \uc804\uc77c 36.8%)<\/strong><\/p>\n\n\n\n

*\uc791\ub144 8\uc6d4~9\uc6d4 \uc911\uc21c\uae4c\uc9c0(9\uc6d4 \uc2e0\uc6a9\ubb3c\ub7c9 \ub300\uaddc\ubaa8 \ubc18\ub300\ub9e4\ub9e4\ubc1c \ud3ed\ub77d\uc7a5 \ubc1c\uc0dd \uc9c1\uc804)
-\uc2e0\uc6a9\uc794\uace0 \uae08\uc561 \ud3c9\uade0\uce58 : 19.2\uc870\uc6d0
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 \ud3c9\uade0\uce58 : 35.6%<\/strong><\/p>\n\n\n\n

*\uc791\ub144 5\uc6d4~6\uc6d4 \ucd08\uae4c\uc9c0(6\uc6d4 \uc2e0\uc6a9\ubb3c\ub7c9 \ub300\uaddc\ubaa8 \ubc18\ub300\ub9e4\ub9e4\ubc1c \ud3ed\ub77d\uc7a5 \ubc1c\uc0dd \uc9c1\uc804)
-\uc2e0\uc6a9\uc794\uace0 \uae08\uc561 \ud3c9\uade0\uce58 : 21.8\uc870\uc6d0
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 \ud3c9\uade0\uce58 : 36.6%<\/strong><\/p>\n\n\n\n

*2018~19\ub144(\ucf54\ub85c\ub09819 \ud32c\ub370\ubbf9 \ubc1c\uc0dd \uc774\uc804)
-\uc2e0\uc6a9\uc794\uace0 \uae08\uc561 \ud3c9\uade0\uce58 : 10.4\uc870\uc6d0(2020\ub144 \ucf54\ub85c\ub09819 \ud32c\ub370\ubbf9 \uc774\ud6c4 \uc2dc\uc7a5\uc5d0 \uc720\uc785\ub41c \uc790\uae08 \uaddc\ubaa8 \uc790\uccb4\uac00 2\ubc30 \uc774\uc0c1 \ucee4\uc84c\uae30 \ub54c\ubb38\uc5d0 \uc2e0\uc6a9\uc794\uace0 \uae08\uc561 \uc808\ub300\uac12\uc744 \ube44\uad50\ud558\ub294 \uac83\uc740 \ubb34\uc758\ubbf8)
-\uc608\ud0c1\uae08 \ub300\ube44 \uc2e0\uc6a9\uc794\uace0 \ube44\uc728 \ud3c9\uade0\uce58 : 40.1%<\/strong><\/p>\n\n\n\n

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

\uc544\ub798\ub294 \uc804\uc77c \uc885\uac00 \uae30\uc900 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud604\ud669\uc785\ub2c8\ub2e4. \uc2e0\uaddc \ud3b8\uc785\/\ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4. \uc544\ub798\ub294 \uc62c\ud574 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud3b8\ucd9c \uc885\ubaa9 \ub0b4\uc5ed\uc785\ub2c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4 \uc804\uc77c \uc591\ud638\ud55c 2\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \ub9e4\ucd9c\uc561\uc740 \ucee8\uc13c\uc11c\uc2a4\ub97c \uc0c1\ud68c\ud588\uace0, \uc601\uc5c5\uc774\uc775\uc740 \ucee8\uc13c\uc11c\uc2a4\uc5d0 \ubd80\ud569\ud588\uc2b5\ub2c8\ub2e4. DRAM\uacfc NAND \uac01\uac01 bit growth\uac00 1\ubd84\uae30 \ub300\ube44(QoQ) 30% \uc911\ubc18, 50% \uc99d\uac00\ud558\uba74\uc11c \ud070 \ud3ed\uc758 \uc131\uc7a5\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4. DRAM\uc740 HBM\/DDR5 \uc81c\ud488 \ud310\ub9e4\uc5d0 \ub530\ub978 \ubbf9\uc2a4 \uac1c\uc120\uc73c\ub85c \ud310\ub9e4\uac00\uaca9\uc774 \ud55c \uc790\ub9bf\uc218% \ud6c4\ubc18 \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. HBM\uc744 […]<\/p>\n","protected":false},"author":1,"featured_media":2745,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"acf":[],"yoast_head":"\n[07.27] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 : SK\ud558\uc774\ub2c9\uc2a4, \ud604\ub300\ucc28, HL\ub9cc\ub3c4, \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4, \ub450\uc0b0\ubc25\ucea3 \uc2e4\uc801 \ubc1c\ud45c - \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=36918\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[07.27] \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \uc804\ub7b5 : SK\ud558\uc774\ub2c9\uc2a4, \ud604\ub300\ucc28, HL\ub9cc\ub3c4, \uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4, \ub450\uc0b0\ubc25\ucea3 \uc2e4\uc801 \ubc1c\ud45c - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)\" \/>\n<meta property=\"og:description\" content=\"\uc544\ub798\ub294 \uc804\uc77c \uc885\uac00 \uae30\uc900 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud604\ud669\uc785\ub2c8\ub2e4. \uc2e0\uaddc \ud3b8\uc785\/\ud3b8\ucd9c \uc885\ubaa9\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4. \uc544\ub798\ub294 \uc62c\ud574 \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc \ud3b8\ucd9c \uc885\ubaa9 \ub0b4\uc5ed\uc785\ub2c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4 \uc804\uc77c \uc591\ud638\ud55c 2\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \ub9e4\ucd9c\uc561\uc740 \ucee8\uc13c\uc11c\uc2a4\ub97c \uc0c1\ud68c\ud588\uace0, \uc601\uc5c5\uc774\uc775\uc740 \ucee8\uc13c\uc11c\uc2a4\uc5d0 \ubd80\ud569\ud588\uc2b5\ub2c8\ub2e4. DRAM\uacfc NAND \uac01\uac01 bit growth\uac00 1\ubd84\uae30 \ub300\ube44(QoQ) 30% \uc911\ubc18, 50% \uc99d\uac00\ud558\uba74\uc11c \ud070 \ud3ed\uc758 \uc131\uc7a5\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4. DRAM\uc740 HBM\/DDR5 \uc81c\ud488 \ud310\ub9e4\uc5d0 \ub530\ub978 \ubbf9\uc2a4 \uac1c\uc120\uc73c\ub85c \ud310\ub9e4\uac00\uaca9\uc774 \ud55c \uc790\ub9bf\uc218% \ud6c4\ubc18 \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. 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