{"id":72094,"date":"2025-08-19T22:47:52","date_gmt":"2025-08-19T13:47:52","guid":{"rendered":"https:\/\/hibulls.com\/?p=72094"},"modified":"2025-08-19T22:47:54","modified_gmt":"2025-08-19T13:47:54","slug":"08-20-%ed%88%ac%eb%bf%941-%ec%b6%94%ec%b2%9c%ec%a3%bc-%ea%b0%95%eb%a0%a5%ed%95%9c-ai-%ec%88%98%ec%9a%94-%ec%88%98%ed%98%9c-%ea%b8%b0%eb%b0%98%ec%97%90-%ec%b0%a8%ec%84%b8%eb%8c%80-%eb%a9%94","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=72094","title":{"rendered":"[08.20] \ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc : \uac15\ub825\ud55c AI \uc218\uc694 \uc218\ud61c \uae30\ubc18\uc5d0 \ucc28\uc138\ub300 \uba54\ubaa8\ub9ac \uae30\uc220 \uc900\ube44\uae4c\uc9c0 \ucc29\ucc29 \uc9c4\ud589 \uc911"},"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

(\ucd94\ucc9c\uc8fc\ub294 \uc81c\uc2dc\ud574\ub4dc\ub9b0 \ucd94\ucc9c\uac00 \uc774\ud558 \uad6c\uac04\uc5d0\uc11c \ubd84\ud560 \ub9e4\uc218\ub97c \uad8c\uc7a5 \ub4dc\ub9bd\ub2c8\ub2e4. \ub9e4\uc218 \ube44\uc911\uc740 \uac1c\uac1c\uc778\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc0c1\ud669\uc5d0 \ub530\ub77c \uacb0\uc815\ud558\uc2dc\uba74 \ub418\ub294\ub370, 1\uac1c \uc885\ubaa9\uc5d0 \ube44\uc911\uc744 70% \uc774\uc0c1 \uac00\uc838\uac00\ub294 \uac83\uc740 \ucd94\ucc9c \ub4dc\ub9ac\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.)<\/em><\/p>\n\n\n\n

\u2605\ud2f0\uc5d8\ube44(356860)<\/p>\n\n\n\n

-\uc131\uaca9 : \uc2a4\uc719~\uc911\uae30
-\ucd94\ucc9c\uac00 : 27,550\uc6d0
-\ubaa9\ud45c\uac00 : 32,000\uc6d0
-\uc190\uc808\uac00 : 22,000\uc6d0<\/p>\n\n\n\n

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

Memory Module\uc6a9 PCB\uc640 SSD\uc6a9 PCB\ub97c \uc8fc\ub825\uc73c\ub85c \uc0dd\uc0b0\ud558\uba70, \uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860 \ub4f1 \uae00\ub85c\ubc8c \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uae30\uc5c5\ub4e4\uc744 \uc8fc\uc694 \uace0\uac1d\uc0ac\ub85c \ud655\ubcf4\ud558\uace0 \uc788\uc74c. CXL \ubc0f SOCAMM PCB \uc0dd\uc0b0 \uae30\uc220\uc744 \uac1c\ubc1c\ud558\uc5ec \ubbf8\ub798\ud615 AI \uc11c\ubc84 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \uc778\ud504\ub77c \ud655\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc74c. \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4\uc6a9 PCB \uc2dc\uc7a5\uc5d0\uc11c \uae30\uc220\ub825\uacfc \ud488\uc9c8\ub825\uc744 \ubc14\ud0d5\uc73c\ub85c \uae00\ub85c\ubc8c \ub300\uae30\uc5c5\uc744 \ub300\uc0c1\uc73c\ub85c \ud55c \ub3c5\uacfc\uc810 \uc2dc\uc7a5\uc5d0\uc11c \uacbd\uc7c1\uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uba70 \uc2e4\uc801\uc774 \uac1c\uc120\ub418\uace0 \uc788\uc74c. AI \ubc18\ub3c4\uccb4 \uc218\uc694 \uc99d\uac00\uc640 \ub370\uc774\ud130\uc13c\ud130 \uc2dc\uc7a5\uc758 \uace0\uc18d \uc131\uc7a5, 5G, IoT, \uc790\uc728\uc8fc\ud589 \uc790\ub3d9\ucc28 \ub4f1 \uc2e0\uae30\uc220 \uc218\uc694 \uc99d\uac00\ub85c PCB \uc2dc\uc7a5\uc774 \uc9c0\uc18d \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub428. \ubca0\ud2b8\ub0a8 \ud604\uc9c0\uacf5\uc7a5\uc744 \uc644\ub8cc\ud558\uc5ec \uac00\ub3d9 \uc911\uc784.<\/p>\n\n\n\n

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

\u25a02\ubd84\uae30 \uc2e4\uc801\uc740 \ub9e4\ucd9c\uc561 641\uc5b5\uc6d0(YoY +62.2%), \uc601\uc5c5\uc774\uc775 69\uc5b5\uc6d0(YoY \ud751\uc790\uc804\ud658)\uc73c\ub85c \uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988\ub97c \uae30\ub85d
\u2192\uc8fc\uc694 \uace0\uac1d\uc0ac\uc778 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc11c\ubc84\ud5a5 DDR5 \uba54\ubaa8\ub9ac\ubaa8\ub4c8 6400 \uc2dc\ub9ac\uc988 \uacf5\uae09 \ud655\ub300\uc5d0 \ub530\ub978 \ub9e4\ucd9c \uc99d\uac00, \uac00\uaca9\uc774 \ub192\uc740 \uace0\ubd80\uac00\uac00\uce58 \uc81c\ud488 \ube44\uc911 \ud655\ub300<\/p>\n\n\n\n

\u25a0Full-CAPA \uc218\uc694\uac00 \uc774\uc5b4\uc9c0\ub294 \uac00\uc6b4\ub370, \uac00\ub3d9\ub960\uc740 \uc804\ubd84\uae30 \ub300\ube44(QoQ) +2.52%p \uac1c\uc120\ub410\uace0, \uc81c\ud488 \ud3c9\uade0\ud310\ub9e4\ub2e8\uac00(ASP)\ub3c4 \uafb8\uc900\ud788 \uc0c1\uc2b9 \uc911<\/p>\n\n\n\n

\u25a0AI \ud655\uc0b0\uacfc \ub370\uc774\ud130 \ucc98\ub9ac\uc758 \uc99d\uac00\ub85c \uc11c\ubc84, \ub370\uc774\ud130\uc13c\ud130\uc758 \ud22c\uc790 \ud655\ub300\uac00 \ub192\uc740 \ub3d9\uc2dc\uc5d0 \uc9c0\uc18d\ub418\ub294 \uc0c1\ud669\uc73c\ub85c, \uc11c\ubc84\uc758 \uc131\ub2a5 \ud5a5\uc0c1 \ucc28\uc6d0\uc5d0\uc11c \uace0\uc131\ub2a5\ubc18\ub3c4\uccb4, DDR5 \uad50\uccb4\uac00 \uc801\uadf9\uc801\uc73c\ub85c \uc9c4\ud589\ub418\uba74\uc11c \uba54\ubaa8\ub9ac \ubaa8\ub4c8 \uc5c5\uccb4\uc5d0\uac8c \uc218\ud61c\ub85c \uc5f0\uacb0\ub418\uba70, \uac00\ub3d9\ub960 \ud655\ub300(\uc218\ub7c9 \uc99d\uac00 \ubc0f ASP \uc0c1\uc2b9(\ubbf9\uc2a4 \ud6a8\uacfc)\uc73c\ub85c \ud558\ubc18\uae30\uc5d0\ub3c4 \ud638\uc2e4\uc801\uc744 \uc804\ub9dd\ud568<\/p>\n\n\n\n

\u25a0\uc5d4\ube44\ub514\uc544\uac00 \uc8fc\ub3c4\ud558\ub294 \ucc28\uc138\ub300 \uc800\uc804\ub825 \uba54\ubaa8\ub9ac \ubaa8\ub4c8 \uc18c\ucea0(SOCAMM) \uad00\ub828 \ub9e4\ucd9c\uc740 2026\ub144\ubd80\ud130 \ubc1c\uc0dd\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294\ub370, \ud604\uc7ac \ub9c8\uc774\ud06c\ub860\uc774 \uc591\uc0b0\uc744 \uc900\ube44 \uc911\uc774\uace0 2026\ub144 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub3c4 \uc591\uc0b0\uc744 \uc2dc\uc791\ud560 \uac83\uc73c\ub85c \uc804\ub9dd<\/p>\n\n\n\n

\u25a0\ud2f0\uc5d8\ube44\ub294 \ub9c8\uc774\ud06c\ub860, \uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4 3\uc0ac \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4\uc640 \uc0d8\ud50c \uc9c4\ud589 \uc774\ud6c4\uc5d0 \uc591\uc0b0 \uc900\ube44 \ub2e8\uacc4\uc5d0 \uc788\ub294 \uac83\uc73c\ub85c \ud310\ub2e8\ub418\uba70, \uba54\ubaa8\ub9ac \ubaa8\ub4c8 PCB \uc5c5\uccb4\uc758 \uc0c8\ub85c\uc6b4 \uc131\uc7a5 \ubd84\uc57c\uac00 \ub420 \uac83\uc73c\ub85c \uae30\ub300 \uc911<\/p>\n\n\n\n

\u25a0\ud2f0\uc5d8\ube44\ub294 \uad6d\ub0b4 \uacbd\uc7c1 PCB \uc5c5\uccb4\uc640 \ube44\uad50\ud574 \uc2e4\uc801 \ud134\uc5b4\ub77c\uc6b4\ub4dc\uac00 \ucc28\ubcc4\uc801\uc73c\ub85c \ube60\ub974\uba70, \uc11c\ubc84\ud5a5 \uba54\ubaa8\ub9ac\ubaa8\ub4c8 \ub9e4\ucd9c \uc99d\uac00 \ub4f1 AI, \ub370\uc774\ud130 \uc13c\ud130\uad00\ub828 \ud22c\uc790\ub85c \uc218\ud61c\uac00 \uae30\ub300\ub428\uacfc \ub3d9\uc2dc\uc5d0 SOCAMM\uc774\ub77c\ub294 \ucc28\uc138\ub300 \uc131\uc7a5 \ubaa8\uba58\ud140\ub3c4 \ud655\ubcf4\ud558\uace0 \uc788\uc5b4 \uae0d\uc815\uc801\uc778 \ub9e4\uc218 \uc758\uacac\uc744 \uc81c\uc2dc\ud568<\/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.) (\ucd94\ucc9c\uc8fc\ub294 \uc81c\uc2dc\ud574\ub4dc\ub9b0 \ucd94\ucc9c\uac00 \uc774\ud558 \uad6c\uac04\uc5d0\uc11c \ubd84\ud560 \ub9e4\uc218\ub97c \uad8c\uc7a5 \ub4dc\ub9bd\ub2c8\ub2e4. \ub9e4\uc218 \ube44\uc911\uc740 \uac1c\uac1c\uc778\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc0c1\ud669\uc5d0 \ub530\ub77c \uacb0\uc815\ud558\uc2dc\uba74 \ub418\ub294\ub370, 1\uac1c \uc885\ubaa9\uc5d0 \ube44\uc911\uc744 70% \uc774\uc0c1 \uac00\uc838\uac00\ub294 \uac83\uc740 \ucd94\ucc9c \ub4dc\ub9ac\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.) \u2605\ud2f0\uc5d8\ube44(356860) -\uc131\uaca9 : \uc2a4\uc719~\uc911\uae30-\ucd94\ucc9c\uac00 : 27,550\uc6d0-\ubaa9\ud45c\uac00 : 32,000\uc6d0-\uc190\uc808\uac00 : 22,000\uc6d0 -\uae30\uc5c5 […]<\/p>\n","protected":false},"author":1,"featured_media":72095,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"acf":[],"yoast_head":"\n[08.20] \ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc : \uac15\ub825\ud55c AI \uc218\uc694 \uc218\ud61c \uae30\ubc18\uc5d0 \ucc28\uc138\ub300 \uba54\ubaa8\ub9ac \uae30\uc220 \uc900\ube44\uae4c\uc9c0 \ucc29\ucc29 \uc9c4\ud589 \uc911 - \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=72094\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[08.20] \ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc : \uac15\ub825\ud55c AI \uc218\uc694 \uc218\ud61c \uae30\ubc18\uc5d0 \ucc28\uc138\ub300 \uba54\ubaa8\ub9ac \uae30\uc220 \uc900\ube44\uae4c\uc9c0 \ucc29\ucc29 \uc9c4\ud589 \uc911 - \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.) 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