{"id":75599,"date":"2025-11-17T17:29:45","date_gmt":"2025-11-17T08:29:45","guid":{"rendered":"https:\/\/hibulls.com\/?p=75599"},"modified":"2025-11-17T17:29:46","modified_gmt":"2025-11-17T08:29:46","slug":"11-17-%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%a9ai-%eb%9e%a0%eb%a6%ac-%ec%9d%b8%eb%b0%94%ec%9a%b4%eb%93%9c-%ec%86%8c%eb%b9%84","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=75599","title":{"rendered":"[11.17] \uc678\uad6d\uc778\/\uae30\uad00 \uc21c\ub9e4\uc218 \uc0c1\uc704 \uc885\ubaa9(AI \ub7a0\ub9ac, \uc778\ubc14\uc6b4\ub4dc \uc18c\ube44\uc7ac, \uc81c\uc57d\u00b7\ubc14\uc774\uc624)"},"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\uc740 AI \ub7a0\ub9ac\uac00 \ub2e4\uc2dc \uc7ac\uac1c<\/strong>\ub410\uc2b5\ub2c8\ub2e4. \uba87 \uac00\uc9c0 \ud638\uc7ac\uac00 \uc788\uc5c8\ub294\ub370\uc694. \u2460\uc6cc\ub80c \ubc84\ud54f\uc758 \ubc84\ud06c\uc154\ud5e4\uc11c\uc6e8\uc774(BRK)\uac00 \uc54c\ud30c\ubcb3(GOOG) \uc9c0\ubd84\uc744 \ub300\uaddc\ubaa8\ub85c \ub9e4\uc218\ud588\ub2e4\ub294 \uc18c\uc2dd \u2461\uc0bc\uc131\uc804\uc790\uac00 DRAM \uac00\uaca9\uc744 60% \uc778\uc0c1\ud588\ub2e4\ub294 \uc18c\uc2dd \u2462\uc9c0\ub09c\uc8fc \uc2e4\uc801 \ubc1c\ud45c \ud6c4 \uae09\ub77d\ud588\ub358 \uc77c\ubcf8 NAND \uae30\uc5c5 \ud0a4\uc625\uc2dc\uc544(285A)\uac00 \ubc18\ub4f1<\/strong>\ud55c \uc810\uc774 \ud638\uc7ac\ub85c \uc791\uc6a9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

\uc544\ub798\ub294 \uc624\ub298 \uc678\uad6d\uc778\/\uae30\uad00\uc774 \ub300\uaddc\ubaa8\ub85c \uc21c\ub9e4\uc218\ud55c AI \ub7a0\ub9ac \uad00\ub828 \uc885\ubaa9\uad70<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

-\ubc18\ub3c4\uccb4 : SK\ud558\uc774\ub2c9\uc2a4, \uc0bc\uc131\uc804\uc790, \uc774\uc218\ud398\ud0c0\uc2dc\uc2a4, \ub300\ub355\uc804\uc790, \ud2f0\uc5d8\ube44, \ub450\uc0b0, \ud30c\ubbf8\uc140, \ucf54\uc624\ub871\uc778\ub354, \ud14c\uc2a4, \ub514\uc544\uc774, \uc5d0\uc2a4\ud2f0\uc544\uc774, \ud53c\uc5d0\uc2a4\ucf00\uc774\ud640\ub529\uc2a4, ISC, \ud4e8\ub9bf<\/strong><\/p>\n\n\n\n

-AI \uc778\ud504\ub77c : \ud55c\uad6d\uc804\ub825<\/strong><\/p>\n\n\n\n

\u25a0\ucd5c\uadfc \ub300\ub9cc \uc774\uc288\ub97c \ub458\ub7ec\uc2f8\uace0 \uc911\uad6d-\uc77c\ubcf8 \uac04 \uae34\uc7a5\uc774 \uace0\uc870\ub418\ub294 \uac00\uc6b4\ub370, \uc911\uad6d \uc815\ubd80\uac00 \uc790\uad6d\ubbfc\ub4e4\uc5d0\uac8c \uc77c\ubcf8 \uc5ec\ud589 \ubc0f \uc720\ud559 \uc790\uc81c\ub839<\/strong>\uc744 \ub0b4\ub838\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

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

\uad6d\uc801\uc744 \uae30\uc900\uc73c\ub85c \uc77c\ubcf8\uc758 \ucd5c\ub300 \uad00\uad11\uac1d \uad6d\uac00\ub294 \ub2f9\uc5f0\ud788(?) \uc911\uad6d\uc778\ub370, \uc911\uad6d \uc815\ubd80\uac00 \ud55c\uc77c\ub839\uc744 \ub0b4\ub9ac\uba74\uc11c \uc77c\ubcf8\ud589 \ud558\ub824\ub358 \uc911\uad6d \uad00\uad11\uac1d\uc774 \ub178\uc120\uc744 \ud55c\uad6d\ud589\uc73c\ub85c \ubc14\uafb8\ub294 \ubc18\uc0ac\uc218\ud61c \uac00\ub2a5\uc131<\/strong>\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc624\ub298 \uad6d\ub0b4\uc99d\uc2dc\uc5d0\uc11c\ub3c4 \uc778\ubc14\uc6b4\ub4dc \uc678\uad6d\uc778 \uad00\uad11\uac1d \uc99d\uac00 \uc2dc \uc218\ud61c\uac00 \uae30\ub300\ub418\ub294 \uc885\ubaa9\ub4e4\uc774 \uac15\ud588\ub294\ub370, \uc911\uad6d-\uc77c\ubcf8 \uc0ac\uc774 \uae34\uc7a5\uc774 \ub2e8\uae30\uac04\uc5d0 \ud574\uc18c\ub418\uae30\ub294 \uc5b4\ub824\uc6cc\ubcf4\uc774\uae30 \ub54c\ubb38\uc5d0 \ud55c\uad6d\uc774 \uc2e4\uc81c \uc218\ud61c\ub97c \ub204\ub9b4 \uac00\ub2a5\uc131\uc774 \ucda9\ubd84\ud788 \uc788\ub2e4\uace0 \ud310\ub2e8\ud569\ub2c8\ub2e4.<\/strong> \uc0ac\uc2e4 \uad00\ub828 \uae30\uc5c5\ub4e4\uc740 \uc774\ubbf8 9\uc6d4 \ub9d0\ubd80\ud130 \uc2dc\uc791\ub41c \uc911\uad6d\uc778 \ub2e8\uccb4 \uad00\uad11\uac1d \ubb34\ube44\uc790 \uc785\uad6d \uc2dc\ud589\uc73c\ub85c \ubd84\uc704\uae30\uac00 \uc88b\uc740 \uc0c1\ud669\uc785\ub2c8\ub2e4. \uad00\uc2ec \uac16\uace0 \ubcfc \ud544\uc694\uac00 \uc788\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n

-\uc778\ubc14\uc6b4\ub4dc \uc678\uad6d\uc778 \uad00\uad11\uac1d \uc99d\uac00 \uc218\ud61c : \uc11c\ubd80T&D(\ud638\ud154), \ub86f\ub370\uad00\uad11\uac1c\ubc1c(\ud638\ud154), GS\ud53c\uc564\uc5d8(\ud638\ud154), \ud55c\uc2a4\ubc14\uc774\uc624\uba54\ub4dc(K-\ubdf0\ud2f0), \uc0bc\uc591\uc2dd\ud488(K-\ud478\ub4dc), \ub18d\uc2ec(K-\ud478\ub4dc)<\/strong><\/p>\n\n\n\n

\u203b\uc11c\ubd80T&D \ud22c\uc790\ud3ec\uc778\ud2b8 : https:\/\/hibulls.com\/?p=75052<\/a>
\u203b\uc0bc\uc591\uc2dd\ud488 \ud22c\uc790\ud3ec\uc778\ud2b8 : https:\/\/hibulls.com\/?p=73754<\/a><\/strong><\/p>\n\n\n\n

\u25a010\uc6d4\uae4c\uc9c0\ub9cc \ud574\ub3c4 AI \ub7a0\ub9ac\uc640 \uc5ed(\u9006)\ubc29\ud5a5\uc73c\ub85c \uc6c0\uc9c1\uc774\ub358 \ud5ec\uc2a4\ucf00\uc5b4 \uc139\ud130\uac00 \uc624\ub298\uc740 \ub7a0\ub9ac\ub97c \uac19\uc774 \ud558\ub294 \ubaa8\uc2b5\uc744 \ubcf4\uc5ec\uc92c\uc2b5\ub2c8\ub2e4. 3\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \uc2dc\uc98c\ub3c4 \ub05d\ub0ac\uace0, \uc5f0\ub9d0~\uc5f0\ucd08 \ubc14\uc774\uc624\ud14c\ud06c\uc758 Deal \uc131\uc218\uae30\ub77c\ub294 \uc2dc\uc988\ub110\ub9ac\ud2f0\uac00 \uc788\uae30 \ub54c\ubb38\uc5d0 \uc81c\uc57d\u00b7\ubc14\uc774\uc624\uc8fc\ub294 \uacc4\uc18d \uc88b\uac8c \ubd05\ub2c8\ub2e4.<\/strong> \uc885\ubaa9\uc744 \uace0\ub974\uae30\ubcf4\ub2e4 \ubc14\uc2a4\ucf13 \ub9e4\uc218\ub97c \uc9c0\uc18d \uac15\uc870<\/strong>\ub4dc\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\ub798\ub294 \uc800\ud76c \ud558\uc774\ubd88\uc2a4\uac00 \ucd5c\uadfc \uc815\ub9ac\ud574\ub4dc\ub838\ub358 \uc81c\uc57d\u00b7\ubc14\uc774\uc624\uc8fc \ucd5c\uc120\ud638\/\ucc28\uc120\ud638 Pick<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n

*Top-Pick(\ucd5c\uc120\ud638 \uc885\ubaa9)<\/strong><\/p>\n\n\n\n

-\ube44\ub9cc \uce58\ub8cc\uc81c : \ub514\uc564\ub514\ud30c\ub9c8\ud14d, \uc62c\ub9ad\uc2a4, \ud55c\ubbf8\uc57d\ud488, \uc77c\ub3d9\uc81c\uc57d, \ub098\uc774\ubca1, \uc778\ubca4\ud2f0\uc9c0\ub7a9<\/strong><\/p>\n\n\n\n

-\uc81c\uc57d\u00b7\ubc14\uc774\uc624 : \uc54c\ud14c\uc624\uc820, \uc5d0\uc774\ube44\uc5d8\ubc14\uc774\uc624, \ubcf4\ub85c\ub178\uc774, \uc62c\ub9ad\uc2a4, \uc624\uc2a4\ucf54\ud14d, HK\uc774\ub178\uc5d4, \ub9ac\uac00\ucf10\ubc14\uc774\uc624<\/strong><\/p>\n\n\n\n

*Next preferred Pick(\ucc28\uc120\ud638 \uc885\ubaa9)<\/strong><\/p>\n\n\n\n

-\ucf54\uc624\ub871\ud2f0\uc288\uc9c4, \uc640\uc774\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4, \ud55c\uc62c\ubc14\uc774\uc624\ud30c\ub9c8, \uc5d0\uc774\ud504\ub9b4\ubc14\uc774\uc624, \ud504\ub85c\ud2f0\ub098, \ud3a9\ud2b8\ub860, \uc9c0\ud22c\uc9c0\ubc14\uc774\uc624, \uc140\ud2b8\ub9ac\uc628, \ud4e8\uccd0\ucf10, \ub300\uc6c5\uc81c\uc57d, \uc9c0\uc544\uc774\uc774\ub178\ubca0\uc774\uc158, \ud2f0\uc6c0\ubc14\uc774\uc624<\/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\uc740 AI \ub7a0\ub9ac\uac00 \ub2e4\uc2dc \uc7ac\uac1c\ub410\uc2b5\ub2c8\ub2e4. \uba87 \uac00\uc9c0 \ud638\uc7ac\uac00 \uc788\uc5c8\ub294\ub370\uc694. \u2460\uc6cc\ub80c \ubc84\ud54f\uc758 \ubc84\ud06c\uc154\ud5e4\uc11c\uc6e8\uc774(BRK)\uac00 \uc54c\ud30c\ubcb3(GOOG) \uc9c0\ubd84\uc744 \ub300\uaddc\ubaa8\ub85c \ub9e4\uc218\ud588\ub2e4\ub294 \uc18c\uc2dd \u2461\uc0bc\uc131\uc804\uc790\uac00 DRAM \uac00\uaca9\uc744 60% \uc778\uc0c1\ud588\ub2e4\ub294 \uc18c\uc2dd \u2462\uc9c0\ub09c\uc8fc \uc2e4\uc801 \ubc1c\ud45c \ud6c4 \uae09\ub77d\ud588\ub358 \uc77c\ubcf8 NAND \uae30\uc5c5 \ud0a4\uc625\uc2dc\uc544(285A)\uac00 \ubc18\ub4f1\ud55c \uc810\uc774 \ud638\uc7ac\ub85c \uc791\uc6a9\ud588\uc2b5\ub2c8\ub2e4. \uc544\ub798\ub294 \uc624\ub298 […]<\/p>\n","protected":false},"author":1,"featured_media":2681,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"acf":[],"yoast_head":"\n[11.17] \uc678\uad6d\uc778\/\uae30\uad00 \uc21c\ub9e4\uc218 \uc0c1\uc704 \uc885\ubaa9(AI \ub7a0\ub9ac, \uc778\ubc14\uc6b4\ub4dc \uc18c\ube44\uc7ac, \uc81c\uc57d\u00b7\ubc14\uc774\uc624) - 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