{"id":71209,"date":"2025-07-30T17:18:36","date_gmt":"2025-07-30T08:18:36","guid":{"rendered":"https:\/\/hibulls.com\/?p=71209"},"modified":"2025-07-30T17:18:38","modified_gmt":"2025-07-30T08:18:38","slug":"07-30-%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%eb%b0%98%eb%8f%84%ec%b2%b4-%ea%b8%b0%ed%8c%90-feat-%eb%8c%80%eb%8d%95%ec%a0%84","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=71209","title":{"rendered":"[07.30] \uc678\uad6d\uc778\/\uae30\uad00 \uc21c\ub9e4\uc218 \uc0c1\uc704 \uc885\ubaa9(\ubc18\ub3c4\uccb4 \uae30\ud310 feat.\ub300\ub355\uc804\uc790)"},"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

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\u25a0\uc624\ub298\uc740 \uae30\ud310 \uc5c5\uccb4<\/strong>\ub4e4\uc758 \uac15\uc138\uac00 \ub450\ub4dc\ub7ec\uc84c\ub294\ub370\uc694. \uc0bc\uc131\uc804\uae30\uc640 \ub300\ub355\uc804\uc790<\/strong>\ub97c \uc911\uc2ec\uc73c\ub85c AI \uc218\ud61c\ub85c \uacc4\uc18d \uac15\ud588\ub358 \uc774\uc218\ud398\ud0c0\uc2dc\uc2a4<\/strong>, SOCAMM \ud14c\ub9c8\ub85c \uc8fc\ubaa9\ubc1b\ub294 \ud2f0\uc5d8\ube44<\/strong> \ub4f1 \uae30\ud310 \uc5c5\uccb4\ub4e4\uc774 \uc804\ubc18\uc801\uc73c\ub85c \uac15\uc138\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\ucd5c\uadfc \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 DRAM\/NAND \uac00\uaca9 \uc0c1\uc2b9, AI\uc6a9 \ubc18\ub3c4\uccb4 \uae30\ud310 \uba74\uc801 \uc99d\uac00, \uc790\uc728\uc8fc\ud589\u00b7\ud734\uba38\ub178\uc774\ub4dc\ud5a5 \uc2e0\uaddc \uc218\uc694 \ubc1c\uc0dd\uc73c\ub85c \uae30\ud310 \uc5c5\ud669\uc758 \uad6c\uc870\uc801 \uac1c\uc120 \uc870\uc9d0\uc774 \ub098\ud0c0\ub098\uace0 \uc788\uc2b5\ub2c8\ub2e4. AI\ud5a5 GPU, \ub370\uc774\ud130\uc13c\ud130 \ub124\ud2b8\uc6cc\ud06c\uc758 \uacac\uc870\ud55c \uc218\uc694\ub294 \ubb3c\ub860\uc774\uace0, \ucd5c\uadfc \uc0bc\uc131\uc804\uc790-\ud14c\uc2ac\ub77c\uc758 23\uc870\uc6d0 \uaddc\ubaa8 AI6 \ud30c\uc6b4\ub4dc\ub9ac \uacc4\uc57d\uc5d0\uc11c\ub3c4 \ud655\uc778\ud560 \uc218 \uc788\ub2e4\uc2dc\ud53c \uc790\uc728\uc8fc\ud589 \uce69\uc14b\ud5a5 FC-BGA \uc218\uc694\ub3c4 \ubcf8\uaca9\ud654\ud560 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n

\uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4, AI, \uc790\uc728\uc8fc\ud589 3\uac1c \ubd80\ubb38\uc5d0\uc11c \uae30\ud310 \uc218\uc694\uac00 \uc804\uccb4\uc801\uc73c\ub85c \ud655\ub300\ub418\uba74\uc11c \uae30\ud310 \uc5c5\uccb4\ub4e4\uc758 \uc2e4\uc801 \uac1c\uc120\uacfc \uc8fc\uac00 \uc0c1\uc2b9\ub3c4 \ub3d9\ubc18\ub420 \uac83\uc73c\ub85c \uae30\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\uc5b4\uc81c 2\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud588\ub358 \ub300\ub355\uc804\uc790<\/strong>\ub294 \uc601\uc5c5\uc774\uc775\uc774 \ucee8\uc13c\uc11c\uc2a4\uc5d0 \ud55c\ucc38 \ubbf8\ub2ec\ud558\uba74\uc11c SHOCK\uc600\ub294\ub370\uc694. 1\ubd84\uae30 \uae09\uaca9\ud55c \ub2ec\ub7ec\/\uc6d0 \ud658\uc728 \ubcc0\ub3d9\uc73c\ub85c \uace0\uac00\uc5d0 \uc870\ub2ec\ud55c \uc6d0\uc7ac\ub8cc\ub85c \uc778\ud55c \ube44\uc6a9 \ubb38\uc81c\uc600\uc2b5\ub2c8\ub2e4. \ud0d1\ub77c\uc778(\ub9e4\ucd9c)\uc774 \uc2dc\uc7a5 \ucee8\uc13c\uc11c\uc2a4\ub97c 5% \uc0c1\ud68c\ud558\uba70 \uacac\uc870\ud588\ub2e4\ub294 \uac83\uc5d0\uc11c \uc5c5\ud669\uc758 \ubb38\uc81c\ub294 \uc544\ub2cc \uac83\uc744 \ud30c\uc545\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

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

\ub300\ub355\uc804\uc790\ub294 \uc624\ub294 8\uc6d4\ubd80\ud130 \uc790\uc728\uc8fc\ud589\uc6a9 FC-BGA\ub97c \uc591\uc0b0\ud560 \uacc4\ud68d\uc774\uace0, 4\ubd84\uae30\ubd80\ud130 \ub9e4\ucd9c \uae30\uc5ec\ub3c4\uac00 \ubc1c\uc0dd\ud558\uae30 \uc2dc\uc791\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\ud5a5\uc778 \uac83\uc73c\ub85c \uc54c\ub824\uc838 \uc788\uc2b5\ub2c8\ub2e4. 2026\ub144 \uae30\uc900 FC-BGA \ub9e4\ucd9c\uc758 15%\ub97c \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc624\ub298 \uc99d\uad8c\uc0ac\uc5d0\uc11c \ub098\uc628 \ub300\ub355\uc804\uc790 \ub808\ud3ec\ud2b8\ub4e4\uc744 \uc544\ub798 \ubd99\uc5ec\ub4dc\ub9ac\ub2c8 \ubcf4\uc720 \uc911\uc774\uc2dc\uba74 \ub0b4\uc6a9 \ud55c\ubc88 \uc77c\ub3c5\ud574\ubcf4\uc2dc\uba74 \uc88b\uc744 \uac83 \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

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<\/p>\n[\uba54\ub9ac\uce20\uc99d\uad8c \uc804\uae30\uc804\uc790\/IT\ubd80\ud488 \uc591\uc2b9\uc218]
\ub300\ub355\uc804\uc790(353200): \uc804\uc9c4 \uc911\uc778 \uc678\ud615, \uc218\uc775\uc131\uc740 \uace7 \ub530\ub77c\uc62c \ubcc0\uc218
2Q25 \ub9e4\ucd9c\uc561(2,462\uc5b5\uc6d0)\uc740 \uc2dc\uc7a5 \ucee8\uc13c\uc11c\uc2a4\ub97c 5.1% \uc0c1\ud68c\ud588\uc73c\ub098 \uc601\uc5c5\uc774\uc775(19\uc5b5)\uc740 65.9% \ud558\ud68c
\uae09\uaca9\ud55c \ud658\uc728 \ubcc0\ub3d9\uc758 \uc601\ud5a5\uc73c\ub85c \uace0\uac00\uc5d0 \uc870\ub2ec\ud55c \uc6d0\uc7ac\ub8cc \uae30\ubc18 \uc644\uc81c\ud488\uc744 \uc800\uac00\uc5d0 \ud310\ub9e4\ud560 \uc218 \ubc16\uc5d0 \uc5c6\ub294 \ubd88\ud569\ub9ac\ud55c \uc601\uc5c5 \ud658\uacbd \uc9c0\uc18d
\ub2e4\ub9cc \uacac\uc870\ud55c \uc218\uc694\ub85c 2\ubd84\uae30\uc5d0 \uc774\uc5b4 3\ubd84\uae30\uc5d0\ub3c4 \ub9e4\ucd9c\uc561\uc758 \ucd94\uac00 \uc131\uc7a5\uc774 \uc608\uc0c1\ub418\uba70, \ud658\uc728 \ubcc0\uc218\uac00 \uc81c\uac70\ub418\ub294 3Q25 \uc601\uc5c5\uc774\uc775\uc740 \ucee8\uc13c\uc11c\uc2a4\ub97c 36.4% \uc0c1\ud68c\ud560 \uc804\ub9dd
\uc911\uc7a5\uae30\uc801\uc73c\ub85c\ub3c4 \ub300\ub355\uc804\uc790\uc758 \uae0d\uc815\uc801\uc778 \uc601\uc5c5 \ud658\uacbd\uc774 \uc9c0\uc18d\ub420 \uac83\uc73c\ub85c \uc608\uc0c1
1. MLB\ub294 AI\uac00\uc18d\uae30 \ubc0f 800G \ub124\ud2b8\uc6cc\ud06c \uc218\uc694\ub97c \uc911\uc2ec\uc73c\ub85c \ub9e4\ucd9c\uc758 \uac00\ud30c\ub978 \uc131\uc7a5 \uae30\ub300
\ud2b9\ud788, AI \ucd94\ub860 \uc2dc\uc7a5\uc774 \ubcf8\uaca9\uc801\uc73c\ub85c \uac1c\ud654\ud558\ub294 \uacfc\uc815\uc5d0\uc11c \uac00\uc131\ube44 \uce21\uba74\uc5d0\uc11c \uac15\uc810\uc744 \ubcf4\uc720\ud55c \uc8fc\uc694 \uace0\uac1d\uc0ac\uc758 \uc218\uc694 \ud655\ub300\uac00 \ub3d9\uc0ac \uc2e4\uc801\uc5d0 \uae0d\uc815\uc801\uc73c\ub85c \uc791\uc6a9\ud560 \uc804\ub9dd
2. \uc790\uc728\uc8fc\ud589\uce69\uc6a9 FC-BGA\uc758 \uc591\uc0b0\uc774 \uc784\ubc15\ud588\uc73c\uba70, \ub85c\ubcf4\ud0dd\uc2dc \ub3c4\uc785 \ud655\ub300\uc640 \ub9de\ubb3c\ub824 \ub0b4\ub144\ubd80\ud130 \uc5f0\uac04 300\uc5b5\uc6d0\ub300 \ub9e4\ucd9c \ubc1c\uc0dd \uc608\uc0c1
\uc911\uc7a5\uae30\uc801\uc73c\ub85c\ub294 \uad6d\ub0b4 IDM \uc5c5\uccb4\uc640 \ubd81\ubbf8 \uc804\uae30\ucc28 \uc5c5\uccb4\uc640\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc7a5\uae30 \uacf5\uae09\uacc4\uc57d\uc744 \ud1b5\ud574 \uc548\uc815\uc801\uc774\uace0 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc138\uac00 \uc720\uc9c0\ub420 \uac83\uc73c\ub85c \uae30\ub300
\ud22c\uc790\uc758\uacac Buy \uc720\uc9c0, \uc801\uc815\uc8fc\uac00\ub294 25,000\uc6d0\uc73c\ub85c 19.0% \uc0c1\ud5a5
\ubc38\ub958\uc5d0\uc774\uc158 \uae30\uc900\uc744 \ubcf8\uaca9\uc801\uc778 \uae30\uc5c5\uac00\uce58 \uc7ac\ud3c9\uac00\uac00 \uae30\ub300\ub418\ub294 \u201826\ub144 \uc5f0\uac04 \uc2e4\uc801\uc73c\ub85c \ubcc0\uacbd, Target PER\uc740 Unimicron\uacfc \uc774\uc218\ud398\ud0c0\uc2dc\uc2a4\uc758 \u201826\ub144 PER \ub300\ube44 20% \ud560\uc778\uc728\uc744 \uc801\uc6a9\ud574 \uc0b0\uc815
2\ubd84\uae30\uc758 \uc2e4\uc801 \ubd80\uc9c4\ubcf4\ub2e4\ub294, AI \ubc0f \uc790\uc728\uc8fc\ud589\uc744 \uc911\uc2ec\uc73c\ub85c \ud55c \uc911\uc7a5\uae30 \uc131\uc7a5 \ubc29\ud5a5\uc131\uc774 \uc810\ucc28 \uad6c\uccb4\ud654\ub418\uace0 \uc788\ub2e4\ub294 \uc810\uc5d0 \ucd08\uc810\uc744 \ub9de\ucdb0\uc57c \ud560 \uc2dc\uc810\uc774\ub77c \ud310\ub2e8
https:\/\/vo.la\/OIKPLvw<\/a> (\ub9c1\ud06c)
*\ub3d9 \uc790\ub8cc\ub294 Compliance \uaddc\uc815\uc744 \uc900\uc218\ud558\uc5ec \uc0ac\uc804 \uacf5\ud45c\ub41c \uc790\ub8cc\uc774\uba70, \uace0\uac1d\uc758 \uc99d\uad8c\ud22c\uc790\uacb0\uacfc\uc5d0 \ub300\ud55c \ubc95\uc801 \ucc45\uc784\uc18c\uc7ac\uc758 \uc99d\ube59\uc790\ub8cc\ub85c \uc0ac\uc6a9\ub420 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4.<\/cite><\/blockquote>\n\n\n\n

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<\/p>\n[\ud558\ub098\uc99d\uad8c IT \uae40\ubbfc\uacbd]
\ub300\ub355\uc804\uc790 (353200.KS\/\ub9e4\uc218): \ud558\ubc18\uae30 \uc2e4\uc801 \uac1c\uc120 \uac00\uc18d\ud654
\uc790\ub8cc: https:\/\/cutt.ly\/yrSexVF9<\/a>
\u25a0 2Q25 Review: \uba54\ubaa8\ub9ac \uae30\ud310 \uc218\uc694 \ud68c\ubcf5 \ud655\uc778
25\ub144 2\ubd84\uae30 \ub9e4\ucd9c 2,459\uc5b5\uc6d0(YoY +3.2%, QoQ +14.2%), \uc601\uc5c5\uc774\uc775 19\uc5b5\uc6d0(YoY -82.2%, QoQ \ud751\uc790\uc804\ud658, OPM 0.8%)\uc744 \uae30\ub85d. \ub9e4\ucd9c\uc561\uc740 \ud558\ub098\uc99d\uad8c \ucd94\uc815\uce58\uc5d0 \ubd80\ud569\ud55c \ubc18\uba74 \uc601\uc5c5\uc774\uc775\uc740 63% \ud558\ud68c. \uc774\ub294 1\ubd84\uae30\uc5d0 \ub9e4\uc785\ud588\ub358 \uc6d0\uc7ac\ub8cc\uac00 2\ubd84\uae30\uc5d0 \ud22c\uc785\ub418\uba70 \ud658\uc728 \uc601\ud5a5\uc774 \ud06c\uac8c \ubc18\uc601\ub418\uc5c8\uae30 \ub54c\ubb38
\ud328\ud0a4\uc9c0 \uae30\ud310 \ub9e4\ucd9c\uc740 \uc804\ubd84\uae30 \ub300\ube44 18% \uc99d\uac00\ud55c 2,079\uc5b5\uc6d0\uc744 \uae30\ub85d\ud588\ub294\ub370 DDR5 \uc911\uc2ec\uc73c\ub85c \uba54\ubaa8\ub9ac \ud328\ud0a4\uc9c0 \uae30\ud310 \uc218\uc694\uac00 \uc99d\uac00\ud588\uace0 \uc804\uc7a5, \ub124\ud2b8\uc6cc\ud06c \ub4f1 \ube44\uba54\ubaa8\ub9ac \uc804\ubc29 \uc218\uc694 \ub610\ud55c \ud68c\ubcf5\uc138\uc5d0 \uc9c4\uc785
MLB \ub9e4\ucd9c\uc740 377\uc5b5\uc6d0\uc73c\ub85c \uc804\ubd84\uae30\ub300\ube44 3% \uac10\uc18c\ud588\ub294\ub370 \ub124\ud2b8\uc6cc\ud06c\uc6a9 \uad11\ud2b8\ub79c\uc2dc\ubc84 \uace0\uac1d\uc0ac\uc758 \uc7ac\uace0 \uc870\uc815\uc774 \uc788\uc5c8\ub358 \uac83\uc73c\ub85c \ud30c\uc545. AI \uac00\uc18d\uae30\ud5a5 MLB\ub294 41\uc5b5\uc6d0\uc744 \uae30\ub85d\ud588\uc73c\uba70 \uace0\uac1d\uc0ac\uc758 \uc2e0\uc81c\ud488 \ucd9c\uc2dc\uc5d0 \ub530\ub77c \ud558\ubc18\uae30\uc5d0\ub294 \ub9e4\ucd9c \uaddc\ubaa8\uac00 \uc99d\uac00\ud560 \uc804\ub9dd
\u25a0 3Q25 Preview: \ud558\ubc18\uae30 \uc2e4\uc801 \uac1c\uc120 \uac00\uc18d\ud654
25\ub144 3\ubd84\uae30 \ub9e4\ucd9c 2,718\uc5b5\uc6d0(YoY +16.8%, QoQ +10.6%), \uc601\uc5c5\uc774\uc775 100\uc5b5\uc6d0(YoY +8.4%, QoQ +413.5%, OPM 3.7%)\uc744 \uae30\ub85d\ud560 \uc804\ub9dd
\uba54\ubaa8\ub9ac \ud328\ud0a4\uc9c0 \uae30\ud310\uc740 \uc11c\ubc84\ud5a5 DDR5 \uc218\uc694\uac00 \uc5f0\ub9d0\uae4c\uc9c0 \uacac\uc870\ud558\uac8c \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70 LPDDR\uc740 \uc5b4\ud50c\ub9ac\ucf00\uc774\uc158 \ud655\ub300\ub85c \uc218\uc694\uac00 \uc810\uc9c4\uc801\uc73c\ub85c \uc99d\uac00\ud558\uace0 \uc788\ub294 \uac83\uc73c\ub85c \ud30c\uc545. GDDR \uae30\ud310 \ub610\ud55c \uc5f0\ub0b4 \ucd94\uac00 \uace0\uac1d\uc0ac\ub97c \ud655\ubcf4\ud558\uba70 4\ubd84\uae30\ubd80\ud130 \uc2e4\uc801 \uae30\uc5ec\uac00 \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1
\ub85c\uc9c1 \ud328\ud0a4\uc9c0 \uae30\ud310\uc740 \uc804\uc7a5\uc6a9 FCBGA \uc911\uc2ec\uc73c\ub85c \uc2e4\uc801 \uac1c\uc120\uc138\uac00 \uc774\ub8e8\uc5b4\uc9c8 \uc804\ub9dd. FCBGA\ub294 22\ub144 \ub300\uaddc\ubaa8 \ud22c\uc790 \uc774\ud6c4 \uc800\uc870\ud55c \uac00\ub3d9\ub960\uc774 \uc9c0\uc18d\ub418\uace0 \uc788\ub294\ub370 \ud558\ubc18\uae30 \uc790\uc728\uc8fc\ud589\uce69 \uae30\ud310 \uc591\uc0b0\uc774 \uc2dc\uc791\ub418\uace0 \ucd94\uac00\uc801\uc778 \uc2e0\uaddc \uace0\uac1d\uc0ac \ud655\ubcf4\ub85c \uac00\ub3d9\ub960 \uc0c1\uc2b9\uc5d0 \ub530\ub978 \uc218\uc775\uc131 \uac1c\uc120\uc774 \uae30\ub300
MLB\ub294 2\ubd84\uae30 \uc911 800G \uc2a4\uc704\uce58 \ubc0f \ubc29\uc0b0 \uc2e0\uaddc \uace0\uac1d\uc0ac \ud655\ubcf4\uc5d0 \uc131\uacf5\ud558\uba70 \ud558\ubc18\uae30 \uc2e4\uc801 \uae30\uc5ec\uac00 \ubcf8\uaca9\ud654\ub420 \uac83\uc73c\ub85c \uc608\uc0c1. AI \uac00\uc18d\uae30\ud5a5 MLB \ub610\ud55c \uace0\uac1d\uc0ac \uc2e0\uc81c\ud488 \ucd9c\uc2dc\uc5d0 \ub530\ub77c \uc810\uc9c4\uc801\uc778 \ub9e4\ucd9c \uc131\uc7a5\uc774 \uc774\ub8e8\uc5b4\uc9c8 \uac83\uc73c\ub85c \uae30\ub300
\u25a0 \ubaa9\ud45c\uc8fc\uac00 3.2\ub9cc\uc6d0\uc73c\ub85c \uc0c1\ud5a5
\ub300\ub355\uc804\uc790\uc5d0 \ub300\ud55c \ud22c\uc790\uc758\uacac BUY\ub97c \uc720\uc9c0\ud558\uace0 \ubaa9\ud45c\uc8fc\uac00\ub97c 32,000\uc6d0\uc73c\ub85c \uc0c1\ud5a5. \ubaa9\ud45c\uc8fc\uac00\ub29426\ub144 \uc608\uc0c1EPS\uc5d0 \uc8fc\uc694 \uae30\ud310 \uc5c5\uccb4 \ud3c9\uade0 PER\uc744 \uc801\uc6a9\ud574 \uc0b0\ucd9c
\uba54\ubaa8\ub9ac \ud328\ud0a4\uc9c0 \uae30\ud310 \uc218\uc8fc\uac00 \uc548\uc815\uc801\uc73c\ub85c \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70 \ud558\ubc18\uae30 22\ub144 \ub300\uaddc\ubaa8 \ud22c\uc790\uc5d0 \ub300\ud55c \uac10\uac00\uc0c1\uac01\ube44 \ucd95\uc18c, FCBGA \uac00\ub3d9\ub960 \uc0c1\uc2b9\uc73c\ub85c \uc218\uc775\uc131 \uac1c\uc120\uc138\uac00 \uac00\ud314\ub77c\uc9c8 \uac83\uc73c\ub85c \uae30\ub300
\ub300\ub355\uc804\uc790\ub294 \ud604\uc7ac \uae30\uc874 HDI \uc720\ud734\ub77c\uc778 \ud22c\uc790\ub97c \ud1b5\ud574 MLB Capa \ud655\ub300\ub97c \uc900\ube44\uc911\uc5d0 \uc788\ub294\ub370 \uc62c\ud574 4\ubd84\uae30\ubd80\ud130 \uc77c\ubd80 \ub77c\uc778\uc774 \ub7a8\ud504\uc5c5\ub418\uae30 \uc2dc\uc791\ud558\uace0 26\ub144 \uc0c1\ubc18\uae30\uc5d0 \uc0dd\uc0b0\uae30\uc5ec\uac00 \ubcf8\uaca9\ud654 \ub420 \uc608\uc815. Capa \ud655\ub300 \uc774\ud6c4\uc5d0\ub294 AI \uac00\uc18d\uae30\ud5a5 \uacf5\uae09\uc774 \ub354\uc6b1 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uae30\ub300
(\ucef4\ud50c\ub77c\uc774\uc5b8\uc2a4 \uc2b9\uc778\uc744 \ub4dd\ud568)<\/cite><\/blockquote>\n\n\n\n

\n

<\/p>\n[\ub300\uc2e0\uc99d\uad8c \ubc15\uac15\ud638][2Q25 Review] \ub300\ub355\uc804\uc790: \uc2dc\uc791\uc740 \ud655\uc778, \uc774\uc81c\ub294 \uc131\uc7a5\uc73c\ub85c \uc9c4\ud589!
\u25a02025\ub144 2Q \uc601\uc5c5\uc774\uc775\uc740 \ucee8\uc13c\uc11c\uc2a4 \ud558\ud68c, \ub2e8 \ud751\uc790\uc804\ud658\uc740 \uae0d\uc815\uc801
2Q25 \ub9e4\ucd9c\uc740 2,459\uc5b5\uc6d0(3.2% yoy\/14.2% qoq) , \uc601\uc5c5\uc774\uc775\uc740 18.7\uc5b5\uc6d0(-82.9% yoy\/\ud751\uc804 qoq)\uc744 \uc2dc\ud604. MLB\uc5d0\uc11c AI \ud5a5 \uc2e0\uaddc \ub9e4\ucd9c \ubc18\uc601, \uba54\ubaa8\ub9ac\ud5a5 \ud328\ud0a4\uc9c0 \ub9e4\ucd9c \ud655\ub300\ub85c \uc608\uc0c1\uc744 \uc0c1\ud68c\ud55c \uc678\ud615 \uc131\uc7a5\uc744 \uae30\ub85d. \uc601\uc5c5\uc774\uc775\uc740 \uc885\uc804 \ucd94\uc815\ub300\ub85c \ud751\uc790\uc804\ud658(yoy\/qoq) \ud558\uc600\uc73c\ub098 \uc6d0\ubd80\uc790\uc7ac\uc5d0\uc11c \uc5ed\ub9c8\uc9c4, \ube44\uba54\ubaa8\ub9ac\ud5a5 \ud328\ud0a4\uc9c0 \uace0\uc815\ube44 \ubd80\ub2f4\uc73c\ub85c \ucd94\uc815\/\ucee8\uc13c\uc11c\uc2a4\ub300\ube44 \ud558\ud68c\ub85c \ud310\ub2e8
\u25a0\ud22c\uc790\ud3ec\uc778\ud2b8
2025\ub144 2Q AI \uac00\uc18d\uae30(MLB) \ub9e4\ucd9c 41\uc5b5\uc6d0 \uae30\ub85d
1) \uc601\uc5c5\uc774\uc775\uc740 2025\ub144 1Q(-62\uc5b5\uc6d0) \uc800\uc810, 2Q\uc5d0 18.7\uc5b5\uc6d0\uc73c\ub85c \ud751\uc790\uc804\ud658(qoq) \ubc0f 3Q 124\uc5b5\uc6d0, 4Q 142\uc5b5\uc6d0\uc73c\ub85c \uac1c\uc120, \ud655\ub300 \uc804\ub9dd. \ub610\ud55c \uc5f0\uac04\uc73c\ub85c 2024\ub144 113\uc5b5\uc6d0\uc5d0\uc11c 2025\ub144 222\uc5b5\uc6d0, 2026\ub144 881\uc5b5\uc6d0\uc73c\ub85c \uc99d\uac00 \ub4f1 \uc2e4\uc801\uc758 \ud134\uc5b4\ub77c\uc6b4\ub4dc\ub294 \uc2dc\uc791\ub41c \uac83\uc73c\ub85c \ud310\ub2e8
2) AI \uac00\uc18d\uae30\ud5a5 MLB \uc2e0\uaddc \ub9e4\ucd9c\uc774 2Q25\uc5d0 41\uc5b5\uc6d0\uc73c\ub85c \ucd94\uc815, 3Q\uc5d0 59\uc5b5\uc6d0\uc73c\ub85c \uc99d\uac00 \ub4f1 2025\ub144 \uc2e4\uc801 \uac1c\uc120\uc758 \uc8fc\uc694\uc778. 2025\ub144 AI \uac00\uc18d\uae30\ud5a5 MLB \ub9e4\ucd9c\uc740 \uc57d 194\uc5b5\uc6d0(\ucd94\uc815)\uc5d0\uc11c 2026\ub144 69\uc5b5\uc6d0\uc73c\ub85c \uc99d\uac00\ub85c \ucd94\uc815, MLB \uc804\uccb4 \ub9e4\ucd9c\uc740 2025\ub144 1,655\uc5b5\uc6d0(35% yoy) \/ 2026\ub144 2,065\uc5b5\uc6d0(25% yoy)\uc73c\ub85c \uc99d\uac00 \uc804\ub9dd
3) 4Q25\uc5d0 \uc790\uc728\uc8fc\ud589 \uce69 \uad00\ub828\ud55c FC BGA \uc2e0\uaddc \ub9e4\ucd9c\uc774 52\uc5b5\uc6d0\uc73c\ub85c \uc608\uc0c1. \uc804\uccb4 FC BGA\uc758 \uac00\ub3d9\ub960 \uac1c\uc120\uc5d0 \uae30\uc5ec. \uc790\uc728\uc8fc\ud589 \uad00\ub828\ud55c \uc790\ub3d9\ucc28 \uc218\uc694 \uc99d\uac00\ub85c \uc790\uc728\uc8fc\ud589 \uce69\uc5d0 \uc801\uc6a9\ub41c FC BGA \ub9e4\ucd9c\uc774 2026\ub144 \uc57d 396\uc5b5\uc6d0 \ucd94\uc815. \ud14c\uc2ac\ub77c\uc640 \uc0bc\uc131\uc804\uc790\uc640 \uc2e0\uaddc \uacf5\uae09 \uacc4\uc57d(22.3\uc870\uc6d0 AI6 \ubc18\ub3c4\uccb4 \uad00\ub828) \uad00\ub828\ud558\uc5ec \ucd94\uac00\ub85c \uacf5\uae09\ud560 \uac00\ub2a5\uc131\ub3c4 \uc874\uc7ac
\u25a0\ud22c\uc790\uc758\uacac \ub9e4\uc218(BUY) \uc720\uc9c0, \ubaa9\ud45c\uc8fc\uac00 26,000\uc6d0 \uc0c1\ud5a5(13%)
\ud22c\uc790\uc758\uacac\uc740 \ub9e4\uc218(BUY) \uc720\uc9c0\ud558\uba70 \ubaa9\ud45c\uc8fc\uac00\ub294 26,000\uc6d0(Forward EPS X \ubaa9\ud45c P\/E 17\ubc30 \uc801\uc6a9, \uc131\uc7a5\uae30\uc758 \ud3c9\uade0)\uc73c\ub85c \uc0c1\ud5a5(13%). 2025\ub144 \ud558\ubc18\uae30 \ubc0f 2026\ub144 \uc2e4\uc801 \ud68c\ubcf5 \uacfc\uc815\uc5d0\uc11c \uc2e0\uaddc \uac70\ub798\uc120 \ud655\ubcf4 \ubc0f \ub9e4\ucd9c \ub2e4\uac01\ud654, \ubbf9\uc2a4 \ud6a8\uacfc\ub85c \ucd94\uac00\uc801\uc778 \uc218\uc775\uc131 \uac1c\uc120\uc744 \uc608\uc0c1. \ubc38\ub958\uc5d0\uc774\uc158 \uc0c1\ud5a5\uc5d0 \uadfc\uac70.
https:\/\/jay-jo-0.github.io\/github_pages_repo\/20250729190905.html<\/a><\/cite><\/blockquote>\n\n\n\n

\u25a0\ub300\ub355\uc804\uc790\ub294 \ucd5c\uadfc 6\uc6d4 24\uc77c\uc5d0 ‘\uc774\uc9c0\uc2a4x\uc720\uc548\ud0c0\uc99d\uad8c \uc90d\uc90d \ucd94\ucc9c\uc8fc’\ub85c \uc18c\uac1c<\/strong>\ud574\ub4dc\ub838\uc5c8\ub294\ub370\uc694. \uc544\uc9c1\ub3c4 \uc774\uc9c0\uc2a4x\uc720\uc548\ud0c0\uc99d\uad8c \uc81c\ud734 \uacc4\uc88c\uac00 \uc5c6\uc73c\uc2dc\ub2e4\uba74 \uc9c0\uae08 \ubc14\ub85c \uac1c\uc124\ud574\ubcf4\uc138\uc694. \uc900\ube44\ubb3c\uc740 \uc2e0\ubd84\uc99d\ub9cc \uc788\uc73c\uba74 \ub418\uace0, \ubaa8\ubc14\uc77c\ub85c 5\ubd84\uc774\uba74 \uacc4\uc88c \uac1c\uc124\uc774 \uac00\ub2a5<\/strong>\ud569\ub2c8\ub2e4. \uc544\ub798 \ub9c1\ud06c\ub85c \uc720\uc548\ud0c0\uc99d\uad8c \uacc4\uc88c\ub97c \uac1c\uc124\ud558\uace0, 100\ub9cc\uc6d0\uc758 \uc794\uace0(\uc608\uc218\uae08+\uc8fc\uc2dd\ud3c9\uac00\uae08) \uc870\uac74\ub9cc \ucda9\uc871\ud558\uba74 \ubb34\ub8cc\ub85c \ucd94\ucc9c\uc8fc\ub97c \ubb38\uc790\uba54\uc2dc\uc9c0\ucc98\ub7fc \ubc1b\uc544\ubcf4\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n

\uff03\ube44\ub300\uba74 \uacc4\uc88c \uac1c\uc124 \ubc14\ub85c\uac00\uae30 URL
\u2192https:\/\/han.gl\/fjrePX<\/a><\/strong><\/p>\n\n\n\n

\uff03\uc774\uc9c0\uc2a4x\uc720\uc548\ud0c0\uc99d\uad8c \ube44\ub300\uba74 \uacc4\uc88c \uac1c\uc124 \uc548\ub0b4
\u2192https:\/\/www.aegis-st.com\/aegisyuanta<\/a><\/strong><\/p>\n\n\n\n

\uff03\uc720\uc548\ud0c0\uc99d\uad8c \ud2f0\ub808\uc774\ub354M(MTS) PUSH \uc54c\ub9bc \uc124\uc815 \ubc29\ubc95
\u2192\ud2f0\ub808\uc774\ub354M \uc811\uc18d > \uba54\ub274(\uc67c\ucabd \ud558\ub2e8) > \uc81c\ud734\ucee8\ud150\uce20 > \uc804\ubb38\uac00\ucee8\ud150\uce20 > \uc0c1\ub2e8 [\uc2e0\uccad\/\ud574\uc9c0] \ud0ed > PUSH \uc54c\ub9bc \uc2e0\uccad \ub204\ub974\uae30<\/strong><\/p>\n\n\n\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.) \u25a0\uc624\ub298\uc740 \uae30\ud310 \uc5c5\uccb4\ub4e4\uc758 \uac15\uc138\uac00 \ub450\ub4dc\ub7ec\uc84c\ub294\ub370\uc694. \uc0bc\uc131\uc804\uae30\uc640 \ub300\ub355\uc804\uc790\ub97c \uc911\uc2ec\uc73c\ub85c AI \uc218\ud61c\ub85c \uacc4\uc18d \uac15\ud588\ub358 \uc774\uc218\ud398\ud0c0\uc2dc\uc2a4, SOCAMM \ud14c\ub9c8\ub85c \uc8fc\ubaa9\ubc1b\ub294 \ud2f0\uc5d8\ube44 \ub4f1 \uae30\ud310 \uc5c5\uccb4\ub4e4\uc774 \uc804\ubc18\uc801\uc73c\ub85c \uac15\uc138\uc600\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 DRAM\/NAND \uac00\uaca9 \uc0c1\uc2b9, AI\uc6a9 \ubc18\ub3c4\uccb4 \uae30\ud310 \uba74\uc801 \uc99d\uac00, \uc790\uc728\uc8fc\ud589\u00b7\ud734\uba38\ub178\uc774\ub4dc\ud5a5 \uc2e0\uaddc \uc218\uc694 \ubc1c\uc0dd\uc73c\ub85c \uae30\ud310 […]<\/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[07.30] \uc678\uad6d\uc778\/\uae30\uad00 \uc21c\ub9e4\uc218 \uc0c1\uc704 \uc885\ubaa9(\ubc18\ub3c4\uccb4 \uae30\ud310 feat.\ub300\ub355\uc804\uc790) - 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