{"id":65510,"date":"2025-03-16T19:43:46","date_gmt":"2025-03-16T10:43:46","guid":{"rendered":"https:\/\/hibulls.com\/?p=65510"},"modified":"2025-03-16T19:52:30","modified_gmt":"2025-03-16T10:52:30","slug":"03-17-%ed%88%ac%eb%bf%941-%ec%b6%94%ec%b2%9c%ec%a3%bc-%ec%8b%a4%ec%a0%81%ec%9d%80-2%eb%b0%b0-%eb%8a%98%ea%b3%a0-%ec%a3%bc%ea%b0%80%eb%8a%94-1-2-%ec%8b%b8%ec%a1%8c%ec%8a%b5%eb%8b%88%eb%8b%a4","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=65510","title":{"rendered":"[03.17] \ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc : \uc2e4\uc801\uc740 2\ubc30 \ub298\uace0, \uc8fc\uac00\ub294 1\/2 \uc2f8\uc84c\uc2b5\ub2c8\ub2e4."},"content":{"rendered":"\n

(\uc774\ubbf8\uc9c0 \ub0b4 \uae00\uc790\uac00 \uc798 \ubcf4\uc774\uc9c0 \uc54a\uc73c\uba74 \uc6f9\ube0c\ub77c\uc6b0\uc800, \ud734\ub300\ud3f0 \ud654\uba74\uc744 ‘\uac00\ub85c\ud654\uba74’\uc73c\ub85c \ubcf4\uc2dc\uac70\ub098, \uc774\ubbf8\uc9c0\ub97c \ud074\ub9ad\ud558\uba74 \ud655\ub300\ud574\uc11c \ubcf4\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.)<\/em><\/p>\n\n\n\n

\u2605\ucf54\ubbf8\ucf54(183300)<\/p>\n\n\n\n

-\uc131\uaca9 : \uc2a4\uc719~\uc911\uae30
-\ucd94\ucc9c\uac00 : 55,500\uc6d0
-\ubaa9\ud45c\uac00 : 70,000\uc6d0
-\uc190\uc808\uac00 : 38,000\uc6d0<\/p>\n\n\n\n

-\uae30\uc5c5 \uac1c\uc694<\/p>\n\n\n\n

\uace0\uac00\uc758 \ubc18\ub3c4\uccb4 \uacf5\uc815 \uc7a5\ube44 \ubd80\ud488\uc744 \uc7ac\uc0dd\ud558\ub294 \uc138\uc815 \ubc0f \ucf54\ud305 \uc0ac\uc5c5\uacfc \ubc18\ub3c4\uccb4\uc6a9 \uc138\ub77c\ubbf9 \ubd80\ud488(\uc790\ud68c\uc0ac \ubbf8\ucf54\uc138\ub77c\ubbf9\uc2a4) \uc0ac\uc5c5\uc744 \uc601\uc704\ud568. \uc138\uc815 \ubc0f \ucf54\ud305 \uc0ac\uc5c5\uc740 \uacf5\uc815 \uc0c1\uc758 \ud30c\ud2f0\ud074 \ubc0f \uacb0\uc190 \ubd80\uc704 \uc81c\uc5b4\uc758 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\ub85c \uc218\uc728 \ud5a5\uc0c1\uc5d0 \uae30\uc5ec\ud568. \uacf5\uc815 \ubbf8\uc138\ud654\ub85c \ud30c\ud2f0\ud074 \uad00\ub9ac\uac00 \ub354\uc6b1 \uc911\uc694\ud574\uc9c0\uace0, \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01 \uac15\ub3c4\uac00 \uac15\ud574\uc9c0\uba74\uc11c \ubd80\ud488\uc758 \uc218\uba85 \ucd95\uc18c\ub85c \ubcf8\uc5c5\uc758 \uad6c\uc870\uc801 \uc131\uc7a5\uc774 \uac00\ub2a5\ud560 \uc804\ub9dd\uc784. \uace0\uac1d\uc0ac \uc785\uc7a5\uc5d0\uc11c\ub3c4 \uc0c8\ubd80\ud488\uc744 \uc0ac\uc6a9\ud558\ub294\uac70 \ub300\ube44 1\/3 \uc218\uc900\uc73c\ub85c \ube44\uc6a9 \uc808\uac10\uc5d0 \uc720\ub9ac\ud568.<\/p>\n\n\n\n

\uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4, \uc778\ud154 \ub4f1\uc744 \uc8fc\uc694 \uac70\ub798\ucc98\ub85c \ub450\uace0 \uc788\uc73c\uba70, \ud55c\uad6d\u00b7\ubbf8\uad6d\u00b7\uc911\uad6d\u00b7\ub300\ub9cc\u00b7\uc2f1\uac00\ud3ec\ub974 \ucd1d 5\uac1c\uad6d\uc5d0\uc11c \uad6d\ub0b4\u00b7\uc678 \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc0ac\ub97c \ub300\uc0c1\uc73c\ub85c \uc0ac\uc5c5\uc744 \uc601\uc704\ud568. \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \ud68c\ubcf5\uc5d0 \ub530\ub978 \uc544\uc2dc\uc544 \uace0\uac1d\uc0ac\uc758 \uac00\ub3d9\ub960 \uc815\uc0c1\ud654 \ubc0f \uc138\uc815\u00b7\ucf54\ud305 \uc0ac\uc5c5 \ub9e4\ucd9c \uc99d\uac00, \uc720\ub7fd \uc7a5\ube44\uc0ac \uc138\uc815 \uc0ac\uc5c5 \ud655\ub300\uc5d0 \ub530\ub978 \uc218\uc775\uc131 \uac1c\uc120\uc774 \uae30\ub300\ub418\uba70, \ubbf8\uad6d\uc5d0 \uc0c8\ub85c\uc6b4 \uacf5\uc7a5\uc744 \uc124\ub9bd\ud558\uc5ec \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uacf5\uae09\uc0ac\ub85c \ub3c4\uc57d \uc911\uc784.<\/p>\n\n\n\n

-\ud22c\uc790 \ud3ec\uc778\ud2b8<\/p>\n\n\n\n

\u25a0\ub808\uac70\uc2dc \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \ubc18\ub4f1\uc744 \uc804\ub9dd\ud568
\u2460Conventional DRAM \ubc0f \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uc774\uc775 \uc804\ub9dd\uacfc \ub192\uc740 \uc0c1\uad00\uad00\uacc4\ub97c \ubcf4\uc600\ub358 \ubbf8\uad6d ISM \uc81c\uc870\uc5c5 \uc9c0\uc218\uac00 \ubc18\ub4f1\ud558\uba70 Set \uc218\uc694 \ud68c\ubcf5\uc5d0 \ub300\ud55c \uae30\ub300\uac10 \ud615\uc131
\u2461\uc911\uad6d \uacbd\uae30\ubd80\uc591\ucc45 ‘\uc774\uad6c\ud658\uc2e0’\uc73c\ub85c \uc778\ud55c \uc218\uc694 \uc9c4\uc791 \ud6a8\uacfc
\u2462DeepSeek \ucd9c\ud604\uc73c\ub85c \uc778\ud55c On-Device AI \ud655\uc0b0 \uae30\ub300\uac10
\u2463Sandisk\uc640 Micron \ub4f1 NAND \uc120\ub450 \uc5c5\uccb4\ub4e4\uc774 4\uc6d4\ubd80\ud130 \uac00\uaca9 \uc778\uc0c1\uc5d0 \ub3cc\uc785\ud588\uace0, \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4\u00b7YMTC \ub4f1\ub3c4 \uc774\uc5d0 \ub3d9\ucc38\ud560 \uc804\ub9dd<\/p>\n\n\n\n

\u25a0\ucf54\ubbf8\ucf54\ub294 2024\ub144 \uc5f0\uac04 \ub9e4\ucd9c\uc561 5071\uc5b5\uc6d0(YoY +65%), \uc601\uc5c5\uc774\uc775 1125\uc5b5\uc6d0(+241%)\uc758 \ud638\uc2e4\uc801\uc744 \uae30\ub85d<\/p>\n\n\n\n

\u25a0\ud638\uc2e4\uc801 \uc694\uc778\uc740 \u2460\uc778\uacf5\uc9c0\ub2a5(AI), 5G \ud1b5\uc2e0, \uc0ac\ubb3c\uc778\ud130\ub137(IoT), \uc804\uae30\ucc28(EV), \ucca8\ub2e8 \uc804\uc790\uae30\uae30 \ub4f1 \uace0\uc131\ub2a5 \ubc18\ub3c4\uccb4 \uc218\uc694 \uc99d\uac00 \u2461\uc9c0\uc18d\uc801\uc778 R&D \ud22c\uc790\ub97c \ud1b5\ud574 \uc138\uc815\u00b7\ucf54\ud305 \uc2e0\uae30\uc220 \uc801\uc6a9 \ubc0f \ub9e4\ucd9c \ud655\ub300 \u2462\ubc18\ub3c4\uccb4 \uacf5\uc815 \ud575\uc2ec \ubd80\ud488\uc778 \uc138\ub77c\ubbf9 \ud788\ud130 \ubc0f \uc815\uc804\ucc99(ESC) \ub9e4\ucd9c \ud655\ub300 \u2463\uacf5\uc815 \uc790\ub3d9\ud654 \ub3c4\uc785\uc744 \ud1b5\ud55c \uc0dd\uc0b0 \uc2dc\uac04 \ub2e8\ucd95, \ubd88\ub7c9\ub960 \uac10\uc18c \ub4f1 \uc0dd\uc0b0 \ud6a8\uc728\uc131\uc744 \uc99d\ub300\ud558\uace0, \uc6d0\uac00 \uc808\uac10\uc744 \ud1b5\ud574 \uc218\uc775\uc131 \ud655\ub300<\/p>\n\n\n\n

\u25a02025\ub144\uc5d4 \uc804\ubc29 \uc218\uc694 \uac1c\uc120\uc138\uac00 \ud655\uc778\ub418\ub294 \uac00\uc6b4\ub370, \ub808\uac70\uc2dc \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uace0\uac1d\uc0ac\ud5a5 \uac00\ub3d9\ub960 \ud68c\ubcf5\uc73c\ub85c 1\ubd84\uae30\ubd80\ud130 \ud638\uc2e4\uc801\uc744 \uae30\ub85d\ud558\uba70 \uc5ed\ub300 \ucd5c\ub300 \uc5f0\uac04 \uc2e4\uc801 \ub2ec\uc131\uc744 \uae30\ub300\ud568<\/p>\n\n\n\n

\u25a0\ubbf8\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c\ub85c \uc911\uad6d \uace0\uac1d\uc0ac Wuxi \ub4f1\uc758 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \ud22c\uc790 \uc774\ud6c4 \ub7a8\ud504\uc5c5, \uc560\ud504\ud130 \ub9c8\ucf13 \ube44\uc911 \ud655\ub300, \ub85c\uceec \uc2dc\uc7a5 \ub0b4 \uacbd\uc7c1 \uc6b0\uc704 \ub4f1 \uc6b0\ud638\uc801\uc778 \uc601\uc5c5 \ud658\uacbd\uc774 \uc9c0\uc18d\ub418\uace0 \uc788\ub294 \uc810\ub3c4 \uc88b\uc74c<\/p>\n\n\n\n

\u25a0\ud604\uc7ac \uc8fc\uac00\ub294 \uc62c\ud574 \uc608\uc0c1 \uc2e4\uc801 \uae30\uc900 PER 5~6\ubc30 \uc218\uc900\uc5d0 \uba38\ubb34\ub974\uace0 \uc788\ub294\ub370, \uacfc\uac70 \ud3c9\uade0 15\ubc30 \ub300\ube44 \uc5c4\uccad\ub09c \uc800\ud3c9\uac00<\/p>\n\n\n\n

\u25a0\ub9ac\uc2a4\ud06c \uc694\uc778 : \u2460\uc790\ud68c\uc0ac \ubbf8\ucf54\uc138\ub77c\ubbf9\uc2a4\uc758 \uc2e4\uc801 \ube44\uc911\uc774 \ub192\uc74c(2025\ub144 \uc608\uc0c1 \uc2e4\uc801 \uae30\uc900 \uc57d 70%) \u2461\uc2e4\uc801 \ube44\uc911 \ub192\uc740 \uc790\ud68c\uc0ac \ubbf8\ucf54\uc138\ub77c\ubbf9\uc2a4\uc758 \uc0c1\uc7a5 \ucd94\uc9c4 \uac00\ub2a5\uc131<\/p>\n\n\n\n

\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n<\/figure>\n","protected":false},"excerpt":{"rendered":"

(\uc774\ubbf8\uc9c0 \ub0b4 \uae00\uc790\uac00 \uc798 \ubcf4\uc774\uc9c0 \uc54a\uc73c\uba74 \uc6f9\ube0c\ub77c\uc6b0\uc800, \ud734\ub300\ud3f0 \ud654\uba74\uc744 ‘\uac00\ub85c\ud654\uba74’\uc73c\ub85c \ubcf4\uc2dc\uac70\ub098, \uc774\ubbf8\uc9c0\ub97c \ud074\ub9ad\ud558\uba74 \ud655\ub300\ud574\uc11c \ubcf4\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.) \u2605\ucf54\ubbf8\ucf54(183300) -\uc131\uaca9 : \uc2a4\uc719~\uc911\uae30-\ucd94\ucc9c\uac00 : 55,500\uc6d0-\ubaa9\ud45c\uac00 : 70,000\uc6d0-\uc190\uc808\uac00 : 38,000\uc6d0 -\uae30\uc5c5 \uac1c\uc694 \uace0\uac00\uc758 \ubc18\ub3c4\uccb4 \uacf5\uc815 \uc7a5\ube44 \ubd80\ud488\uc744 \uc7ac\uc0dd\ud558\ub294 \uc138\uc815 \ubc0f \ucf54\ud305 \uc0ac\uc5c5\uacfc \ubc18\ub3c4\uccb4\uc6a9 \uc138\ub77c\ubbf9 \ubd80\ud488(\uc790\ud68c\uc0ac \ubbf8\ucf54\uc138\ub77c\ubbf9\uc2a4) \uc0ac\uc5c5\uc744 \uc601\uc704\ud568. \uc138\uc815 \ubc0f \ucf54\ud305 \uc0ac\uc5c5\uc740 \uacf5\uc815 \uc0c1\uc758 \ud30c\ud2f0\ud074 \ubc0f \uacb0\uc190 \ubd80\uc704 […]<\/p>\n","protected":false},"author":1,"featured_media":65511,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"acf":[],"yoast_head":"\n[03.17] \ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc : \uc2e4\uc801\uc740 2\ubc30 \ub298\uace0, \uc8fc\uac00\ub294 1\/2 \uc2f8\uc84c\uc2b5\ub2c8\ub2e4. - 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