{"id":69609,"date":"2025-06-24T17:29:16","date_gmt":"2025-06-24T08:29:16","guid":{"rendered":"https:\/\/hibulls.com\/?p=69609"},"modified":"2025-06-24T17:34:13","modified_gmt":"2025-06-24T08:34:13","slug":"06-24-%ec%99%b8%ea%b5%ad%ec%9d%b8-%ea%b8%b0%ea%b4%80-%ec%88%9c%eb%a7%a4%ec%88%98-%ec%83%81%ec%9c%84-%ec%a2%85%eb%aa%a9","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=69609","title":{"rendered":"[06.24] \uc678\uad6d\uc778\/\uae30\uad00 \uc21c\ub9e4\uc218 \uc0c1\uc704 \uc885\ubaa9"},"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

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

\u25a0\uc624\ub298 \ud2b9\uc9d5\uc8fc\ub294 \ubb50\ub2c8\ubb50\ub2c8\ud574\ub3c4 \uc885\uac00 \uae30\uc900\uc73c\ub85c 6\ub9cc\uc804\uc790\uc5d0 \uc548\ucc29\ud55c \uc0bc\uc131\uc804\uc790<\/strong>\uc640 \uc2dc\uac00\ucd1d\uc561\uc774 200\uc870\uc6d0\uc744 \ub118\uae34 SK\ud558\uc774\ub2c9\uc2a4<\/strong>\uc77c \uac83\uc785\ub2c8\ub2e4. \ucd5c\uadfc \ub808\uac70\uc2dc DRAM \uac00\uaca9 \uc0c1\uc2b9\uc138\uac00 \uacc4\uc18d\ub418\uace0 \uc788\ub294 \uc0c1\ud669\uc5d0\uc11c, \ud55c\uad6d\uc2dc\uac04\uc73c\ub85c 6\uc6d4 26\uc77c \uc624\uc804 5\uc2dc30\ubd84\uc5d0 \uc608\uc815\ub41c \ub9c8\uc774\ud06c\ub860(MU)\uc758 \uc2e4\uc801 \ubc1c\ud45c\uc5d0 \ub300\ud55c \uae30\ub300\uac10\uc774 \uc120\ubc18\uc601<\/strong>\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 AI \ubc18\ub3c4\uccb4\uc778 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uae00\ub85c\ubc8c \uc120\ub450\uc8fc\uc790\uc774\uae30 \ub54c\ubb38\uc5d0 \uc2dc\uac00\ucd1d\uc561 200\uc870\uc6d0\uc774 \uc5b4\uc0c9\ud558\ub2e4\ub294 \ub290\ub08c\uc774 \ub4e4\uc9c0 \uc54a\uace0, \uc0bc\uc131\uc804\uc790\ub3c4 \uc8fc\uac00\uac00 \uccad\uc0b0\uac00\uce58(PBR 1\ubc30) \uc218\uc900\uc774\uae30 \ub54c\ubb38\uc5d0 \ubc18\ub3c4\uccb4 \uc5c5\ud669 \uac1c\uc120 \uae30\ub300\uac10\ub9cc \ubc18\uc601\ub418\uc5b4\ub3c4 \uc8fc\uac00\ub294 \ubc14\ub2e5\uc744 \ub2e4\uc9c0\uace0 \uc624\ub97c \uc218 \uc788\ub2e4\uace0 \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4 \uac15\uc138\uc5d0 \uc18c\ubd80\uc7a5(\uc18c\uc7ac\u00b7\ubd80\ud488\u00b7\uc7a5\ube44) \uc885\ubaa9\ub4e4\ub3c4 \ub300\uccb4\ub85c \uc591\ud638<\/strong>\ud588\ub294\ub370\uc694. \ucd5c\uadfc 1Q25 \uc2e4\uc801\uc774 \uc11c\ud504\ub77c\uc774\uc988\uc600\uac70\ub098, \ud134\uc5b4\ub77c\uc6b4\ub4dc \uc2dc\uadf8\ub110\uc744 \ubcf4\uc600\ub358 \uc885\ubaa9\ub4e4\uc774 \ud2b9\ud788 \uac15\ud588\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\uc800\ud76c\uac00 \uc791\ub144 \ud558\ubc18\uae30\uc5d0\ub294 \uc5c5\ud669\uc774 \ub2e4\uc6b4\uc0ac\uc774\ud074\uc5d0 \uc788\uc5c8\ub358 \ubc18\ub3c4\uccb4\ub97c \ub9ce\uc774 \ubcf4\uc9c0 \uc54a\uc558\ub294\ub370\uc694, \uc62c\ud574\ub294 \ud558\ubc18\uae30\ubd80\ud130\ub294 \uc5c5\ud669\uc774 \uc810\uc9c4\uc801\uc73c\ub85c \uac1c\uc120\ub420 \uac83\uc73c\ub85c \uae30\ub300\ud558\uace0 \uc788\uace0, \ud2b9\ud788 \uc18c\ubd80\uc7a5 \uc911\uc5d0\uc11c \ucc28\ubcc4\uc801\uc73c\ub85c \uba3c\uc800 \uc88b\uc544\uc9c8 \uc218 \uc788\ub294 \uc885\ubaa9\ub4e4\uc744 \uacc4\uc18d \uc2a4\ud130\ub514\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\uc800\ud76c\uac00 \uc62c\ud574 1\uc6d4\ubd80\ud130 6\uc6d4\uae4c\uc9c0 \ucd94\ucc9c\uc8fc\ub85c \uc81c\uc2dc\ud574\ub4dc\ub838\ub358 \ubc18\ub3c4\uccb4 \uc18c\ubd80\uc7a5 \uc885\ubaa9\ub4e4<\/strong> \ub2e4\uc2dc \ud55c\ubc88 \uccb4\ud06c\ud574\ubcf4\uc2dc\uae30\ub97c \ubc14\ub78d\ub2c8\ub2e4!<\/p>\n\n\n\n

\u203b\ucf54\ubbf8\ucf54 : https:\/\/hibulls.com\/?p=65510<\/a>
\u203b\ub514\uc544\uc774 : https:\/\/hibulls.com\/?p=63472<\/a>
\u203b\uc774\uc218\ud398\ud0c0\uc2dc\uc2a4 : https:\/\/hibulls.com\/?p=67668<\/a>
\u203b\ud55c\ud654\ube44\uc804 : https:\/\/hibulls.com\/?p=66972<\/a>
\u203b\ud30c\ud06c\uc2dc\uc2a4\ud15c\uc2a4 : https:\/\/hibulls.com\/?p=67081<\/a>
\u203b\uc5d0\uc2a4\uc564\uc5d0\uc2a4\ud14d : https:\/\/hibulls.com\/?p=67889<\/a>
\u203b\ud574\uc131\ub514\uc5d0\uc2a4 : https:\/\/hibulls.com\/?p=69555<\/a>
\u203b\ub300\ub355\uc804\uc790 : 6\uc6d4 24\uc77c \uc720\uc548\ud0c0\uc99d\uad8cx\ud558\uc774\ubd88\uc2a4 \uc90d\uc90d \ucd94\ucc9c\uc8fc \ub0b4\uc6a9 \ud655\uc778
\u203b\uc774\uc5d4\uc5d0\ud504\ud14c\ud06c\ub180\ub85c\uc9c0 : https:\/\/hibulls.com\/?p=69286<\/a><\/strong><\/p>\n\n\n\n

\u25a0\uc774\uc7ac\uba85 \uc815\ubd80\uc758 \ud575\uc2ec \uc815\ucc45 \ud14c\ub9c8\uc8fc\ub85c \uac15\uc138\uac00 \uc9c0\uc18d\ub418\uace0 \uc788\ub294 AI\/\uc2a4\ud14c\uc774\ube14\ucf54\uc778\/\uc0c1\ubc95 \uac1c\uc815 \uad00\ub828\uc8fc<\/strong>\uc785\ub2c8\ub2e4. \uc544\ub798\ub294 \uc624\ub298 \uc678\uad6d\uc778\/\uae30\uad00 \uc218\uae09 \uac15\ub3c4\uac00 \uac15\ud558\uac8c \ud3ec\ucc29\ub41c \uc885\ubaa9\ub4e4<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

-AI S\/W : NAVER, \uce74\uce74\uc624, \uce74\uce74\uc624\ubc45\ud06c, \ube44\uc544\uc774\ub9e4\ud2b8\ub9ad\uc2a4, \uc194\ud2b8\ub8e9\uc2a4
-AI H\/W : \ud558\uc774\uc820\uc54c\uc564\uc5e0, \ub450\uc0b0\ub85c\ubcf4\ud2f1\uc2a4
-\uc2a4\ud14c\uc774\ube14\ucf54\uc778 : \uc2e0\uc138\uacc4 I&C, \ub2e4\ub0a0, \uc704\uba54\uc774\ub4dc\ud50c\ub808\uc774
-\uc0c1\ubc95 \uac1c\uc815 : \ucf54\uc624\ub871, SK\uc2a4\ud018\uc5b4<\/strong><\/p>\n\n\n\n

\u25a0\ud14c\uc2ac\ub77c(TSLA)\uac00 \ubbf8\uad6d \ud14d\uc0ac\uc2a4 \uc624\uc2a4\ud2f4\uc5d0\uc11c \uc644\uc804\uc790\uc728\uc8fc\ud589(FSD) \ub85c\ubcf4\ud0dd\uc2dc\ub97c \ucd9c\uc2dc\ud558\uba74\uc11c \uc804\uc77c \ub274\uc695\uc99d\uc2dc\uc5d0\uc11c \uac15\uc138\uc600\ub294\ub370\uc694. \uad6d\ub0b4\uc99d\uc2dc\uc5d0\uc11c\ub294 \uc790\uc728\uc8fc\ud589 \uad00\ub828\uc8fc\ubcf4\ub2e4\ub294 \uc624\ud788\ub824 2\ucc28\uc804\uc9c0 \uc139\ud130\uac00 \ub354 \uac15\ud558\uac8c \ubc18\uc751\ud588\uc2b5\ub2c8\ub2e4. \uc678\uad6d\uc778\/\uae30\uad00 \uc218\uae09 \uc0c1\uc704 \uc885\ubaa9\uc5d0\ub3c4 2\ucc28\uc804\uc9c0 \uad00\ub828\uc8fc\uac00 \uaf64 \ubcf4\uc774\ub294\ub370, \uc800\ud76c\ub294 2\ucc28\uc804\uc9c0 \uc139\ud130\uc5d0 \ub300\ud574\uc11c\ub294 \uc804\ubc29 \uc5c5\ud669(\uc804\uae30\ucc28) \ud68c\ubcf5 \uac15\ub3c4\uac00 \ucda9\ubd84\ud558\uc9c0 \uc54a\ub2e4\uace0 \ud310\ub2e8\ud574 \uc544\uc9c1 \ubd80\uc815\uc801\uc785\ub2c8\ub2e4.<\/strong><\/p>\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.) \u25a0\uc624\ub298 \ud2b9\uc9d5\uc8fc\ub294 \ubb50\ub2c8\ubb50\ub2c8\ud574\ub3c4 \uc885\uac00 \uae30\uc900\uc73c\ub85c 6\ub9cc\uc804\uc790\uc5d0 \uc548\ucc29\ud55c \uc0bc\uc131\uc804\uc790\uc640 \uc2dc\uac00\ucd1d\uc561\uc774 200\uc870\uc6d0\uc744 \ub118\uae34 SK\ud558\uc774\ub2c9\uc2a4\uc77c \uac83\uc785\ub2c8\ub2e4. \ucd5c\uadfc \ub808\uac70\uc2dc DRAM \uac00\uaca9 \uc0c1\uc2b9\uc138\uac00 \uacc4\uc18d\ub418\uace0 \uc788\ub294 \uc0c1\ud669\uc5d0\uc11c, \ud55c\uad6d\uc2dc\uac04\uc73c\ub85c 6\uc6d4 26\uc77c \uc624\uc804 5\uc2dc30\ubd84\uc5d0 \uc608\uc815\ub41c \ub9c8\uc774\ud06c\ub860(MU)\uc758 \uc2e4\uc801 \ubc1c\ud45c\uc5d0 \ub300\ud55c \uae30\ub300\uac10\uc774 \uc120\ubc18\uc601\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 AI \ubc18\ub3c4\uccb4\uc778 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) […]<\/p>\n","protected":false},"author":1,"featured_media":2681,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"acf":[],"yoast_head":"\n[06.24] \uc678\uad6d\uc778\/\uae30\uad00 \uc21c\ub9e4\uc218 \uc0c1\uc704 \uc885\ubaa9 - \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=69609\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[06.24] \uc678\uad6d\uc778\/\uae30\uad00 \uc21c\ub9e4\uc218 \uc0c1\uc704 \uc885\ubaa9 - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)\" \/>\n<meta property=\"og:description\" content=\"(\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.) \u25a0\uc624\ub298 \ud2b9\uc9d5\uc8fc\ub294 \ubb50\ub2c8\ubb50\ub2c8\ud574\ub3c4 \uc885\uac00 \uae30\uc900\uc73c\ub85c 6\ub9cc\uc804\uc790\uc5d0 \uc548\ucc29\ud55c \uc0bc\uc131\uc804\uc790\uc640 \uc2dc\uac00\ucd1d\uc561\uc774 200\uc870\uc6d0\uc744 \ub118\uae34 SK\ud558\uc774\ub2c9\uc2a4\uc77c \uac83\uc785\ub2c8\ub2e4. \ucd5c\uadfc \ub808\uac70\uc2dc DRAM \uac00\uaca9 \uc0c1\uc2b9\uc138\uac00 \uacc4\uc18d\ub418\uace0 \uc788\ub294 \uc0c1\ud669\uc5d0\uc11c, \ud55c\uad6d\uc2dc\uac04\uc73c\ub85c 6\uc6d4 26\uc77c \uc624\uc804 5\uc2dc30\ubd84\uc5d0 \uc608\uc815\ub41c \ub9c8\uc774\ud06c\ub860(MU)\uc758 \uc2e4\uc801 \ubc1c\ud45c\uc5d0 \ub300\ud55c \uae30\ub300\uac10\uc774 \uc120\ubc18\uc601\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. 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