{"id":88316,"date":"2026-10-28T17:08:59","date_gmt":"2026-10-28T08:08:59","guid":{"rendered":"https:\/\/hibulls.com\/?p=88316"},"modified":"2026-10-28T17:09:00","modified_gmt":"2026-10-28T08:09:00","slug":"10-28-%ec%99%b8%ea%b5%ad%ec%9d%b8-%ea%b8%b0%ea%b4%80-%ec%88%98%ea%b8%89-%eb%b6%84%ec%84%9d","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=88316","title":{"rendered":"[10.28] \uc678\uad6d\uc778\/\uae30\uad00 \uc218\uae09 \ubd84\uc11d"},"content":{"rendered":"\n<p><em>(\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 &#8216;\uac00\ub85c\ud654\uba74&#8217;\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 class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"976\" height=\"1024\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-08-976x1024.png\" alt=\"\" class=\"wp-image-88317\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-08-976x1024.png 976w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-08-286x300.png 286w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-08-768x806.png 768w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-08.png 1033w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"976\" height=\"1024\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-11-976x1024.png\" alt=\"\" class=\"wp-image-88318\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-11-976x1024.png 976w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-11-286x300.png 286w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-11-768x806.png 768w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-11.png 1033w\" sizes=\"(max-width: 976px) 100vw, 976px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1828\" height=\"1441\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-14.png\" alt=\"\" class=\"wp-image-88319\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-14.png 1828w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-14-300x236.png 300w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-14-1024x807.png 1024w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-14-768x605.png 768w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/image_2026-10-28_16-46-14-1536x1211.png 1536w\" sizes=\"(max-width: 1828px) 100vw, 1828px\" \/><\/figure>\n\n\n\n<p>\u25a0\uc624\ub298 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc2e4\uc801 \ubc1c\ud45c\uac00 \uc788\uc5c8\ub294\ub370\uc694. \uae30\ub300\uc5d0 \ubd80\ud569\ud558\ub294 \uc2e4\uc801\uacfc \uc8fc\uc8fc\ud658\uc6d0\ucc45\uc744 \ubc1c\ud45c\ud558\uba70 \uc2dc\uc7a5\uc758 \uc6b0\ub824\ub97c \uc7a0\uc7ac\uc6e0\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 <strong>AI CAPEX \uc9c0\uc18d \uc131\uc7a5 \uc804\ub9dd, 2029\ub144\uae4c\uc9c0 DRAM\u00b7HBM \uc644\ud310\uc744 \uc5b8\uae09\ud558\uba70 \uc2dc\uc7a5\uc5d0\uc11c \uacc4\uc18d \uc6b0\ub824\ud558\ub358 \uc5c5\ud669 \ub454\ud654 \uac00\ub2a5\uc131\uc744 \uc77c\ucd95\ud55c \uc810\uc774 \ud22c\uc790\uc2ec\ub9ac \uac1c\uc120\uc5d0 \ud06c\uac8c \uc791\uc6a9<\/strong>\ud588\uc2b5\ub2c8\ub2e4. <strong>\ub0b4\uc77c\uc740 \uc0bc\uc131\uc804\uc790\uc758 3\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \ucee8\ud37c\ub7f0\uc2a4\ucf5c\uc774 \uc608\uc815<\/strong>\ub3fc\uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"394\" height=\"466\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/photo_2026-10-28_08-30-49.jpg\" alt=\"\" class=\"wp-image-88320\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/photo_2026-10-28_08-30-49.jpg 394w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/photo_2026-10-28_08-30-49-254x300.jpg 254w\" sizes=\"(max-width: 394px) 100vw, 394px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"1147\" src=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/photo_2026-10-28_08-49-50.jpg\" alt=\"\" class=\"wp-image-88321\" srcset=\"https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/photo_2026-10-28_08-49-50.jpg 1280w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/photo_2026-10-28_08-49-50-300x269.jpg 300w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/photo_2026-10-28_08-49-50-1024x918.jpg 1024w, https:\/\/hibulls.com\/wp-content\/uploads\/2026\/10\/photo_2026-10-28_08-49-50-768x688.jpg 768w\" sizes=\"(max-width: 1280px) 100vw, 1280px\" \/><\/figure>\n\n\n\n<p><strong>\uace0\ubb3c\uac00\u00b7\uace0\uae08\ub9ac \uc555\ubc15\uc744 \uc774\uaca8\ub0b4\uace0 \uacbd\uc81c \uc131\uc7a5\uc744 \uc774\ub044\ub294 \ucd95\uc774 \uc0ac\uc2e4\uc0c1 AI \uad00\ub828 \ud22c\uc790\uac00 \uc720\uc77c\ud55c \uc0c1\ud669\uc778 \ub9cc\ud07c, \ubc18\ub3c4\uccb4\/ESS \ub4f1 AI \uc778\ud504\ub77c \uad00\ub828\uc8fc\uc5d0 \uc9d1\uc911\ub3c4\ub97c \ub192\uc774\uc790\uace0 \uc5b4\uc81c \ub9d0\uc500\ub4dc\ub838\uc2b5\ub2c8\ub2e4. non-AI\uc5d0\uc11c \uc131\uc7a5\uc774 \ub098\uc624\ub294 \uae30\uc5c5\uc744 \ucc3e\uace0 \uc788\ub294\ub370, \uc218\uae09\uacfc \uc8fc\uac00\uac00 \ubaa8\ub450 \uc27d\uc9c0\ub294 \uc54a\uae30 \ub54c\ubb38\uc5d0 \ub2f9\ubd84\uac04 AI \uc778\ud504\ub77c \uad00\ub828\uc8fc\uc5d0 \uc9d1\uc911\ud560 \uacc4\ud68d<\/strong>\uc785\ub2c8\ub2e4. \ub354 \uc27d\uac8c \uc131\uacfc\uac00 \uc798 \ub098\uc624\ub294 \uacf3\uc774 \uc788\ub294\ub370, \uad73\uc774 \uadf8\ub807\uc9c0 \uc54a\uc740 \uacf3\uc5d0 \uc5d0\ub108\uc9c0\ub97c \ub9ce\uc774 \uc4f8 \ud544\uc694\uac00 \uc5c6\uc2b5\ub2c8\ub2e4. \ud22c\uc790\ub294 \ucc28\ub825\uc1fc\uac00 \uc544\ub2c8\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc544\ub798\ub294 <strong>\uc624\ub298 \uc678\uad6d\uc778\/\uae30\uad00\uc774 \uac15\ud558\uac8c \ub9e4\uc218\ud55c AI \uc778\ud504\ub77c \uad00\ub828\uc8fc<\/strong>\uc785\ub2c8\ub2e4. <strong>\uc885\ubaa9\uba85\uc5d0 \ubcc4(*) \ud45c\uc2dc\uac00 \ub418\uc5b4 \uc788\ub294 \uac74 \uc800\ud76c\uac00 \ucd5c\uadfc\uc5d0 \ud558\uc774\ubd88\uc2a4 \ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc \ub610\ub294 \uc774\uc9c0\uc2a4x\uc720\uc548\ud0c0\uc99d\uad8c \uc90d\uc90d \ucd94\ucc9c\uc8fc\ub85c \uc81c\uc2dc\ud574\ub4dc\ub838\uac70\ub098, \ud604\uc7ac \ud558\uc774\ubd88\uc2a4 \ud380\ub4dc\uc5d0 \ud3b8\uc785 \uc911\uc774\uc5b4\uc11c \ucee4\ubc84\ub9ac\uc9c0 \uc911\uc778 \uc885\ubaa9<\/strong>\uc785\ub2c8\ub2e4. \uc885\ubaa9\uba85 \ub610\ub294 \uc885\ubaa9\ucf54\ub4dc\ub85c \uac80\uc0c9\ud558\uc2dc\uba74 \uc0c1\uc138\ud55c \ud22c\uc790\ud3ec\uc778\ud2b8\ub97c \ucc3e\uc544\ubcf4\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p><strong>-\ubc18\ub3c4\uccb4 \ub300\ud615\uc8fc : \uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4, \uc0bc\uc131\uc804\uae30<\/strong><\/p>\n\n\n\n<p><strong>-\uae30\ud310 : \ub300\ub355\uc804\uc790, \uc2ec\ud14d<\/strong><\/p>\n\n\n\n<p><strong>-\ubc18\ub3c4\uccb4 \uc7a5\ube44 : \uc5d1\uc2dc\ucf58, \uc778\ud14d\ud50c\ub7ec\uc2a4, \ud53c\uc5d0\uc2a4\ucf00\uc774\ud640\ub529\uc2a4, *\ub124\uc624\uc148<\/strong><\/p>\n\n\n\n<p><strong>-\ubc18\ub3c4\uccb4 \uc18c\uc7ac\/\ubd80\ud488 : \ud2f0\uc5d0\ud504\uc774, *\ub9c8\uc774\ud06c\ub85c\ucee8\ud14d\uc194, \uc624\ud0a8\uc2a4\uc804\uc790, \ubbf8\ucf54, \uc0d8\uc528\uc5d4\uc5d0\uc2a4<\/strong><\/p>\n\n\n\n<p><strong>-OSAT : \uc5d0\uc774\ud329\ud2b8<\/strong><\/p>\n\n\n\n<p><strong>-ESS : *\uc0bc\uc131SDI, *\uc0c1\uc2e0\uc774\ub514\ud53c<\/strong><\/p>\n\n\n\n<p><strong>-\ub124\uc624\ud074\ub77c\uc6b0\ub4dc : LG\uc528\uc5d4\uc5d0\uc2a4<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>(\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 &#8216;\uac00\ub85c\ud654\uba74&#8217;\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 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc2e4\uc801 \ubc1c\ud45c\uac00 \uc788\uc5c8\ub294\ub370\uc694. \uae30\ub300\uc5d0 \ubd80\ud569\ud558\ub294 \uc2e4\uc801\uacfc \uc8fc\uc8fc\ud658\uc6d0\ucc45\uc744 \ubc1c\ud45c\ud558\uba70 \uc2dc\uc7a5\uc758 \uc6b0\ub824\ub97c \uc7a0\uc7ac\uc6e0\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 AI CAPEX \uc9c0\uc18d \uc131\uc7a5 \uc804\ub9dd, 2029\ub144\uae4c\uc9c0 DRAM\u00b7HBM \uc644\ud310\uc744 \uc5b8\uae09\ud558\uba70 \uc2dc\uc7a5\uc5d0\uc11c \uacc4\uc18d \uc6b0\ub824\ud558\ub358 \uc5c5\ud669 \ub454\ud654 \uac00\ub2a5\uc131\uc744 \uc77c\ucd95\ud55c \uc810\uc774 \ud22c\uc790\uc2ec\ub9ac \uac1c\uc120\uc5d0 \ud06c\uac8c \uc791\uc6a9\ud588\uc2b5\ub2c8\ub2e4. \ub0b4\uc77c\uc740 \uc0bc\uc131\uc804\uc790\uc758 3\ubd84\uae30 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":86717,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>[10.28] \uc678\uad6d\uc778\/\uae30\uad00 \uc218\uae09 \ubd84\uc11d - \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=88316\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[10.28] \uc678\uad6d\uc778\/\uae30\uad00 \uc218\uae09 \ubd84\uc11d - \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 &#8216;\uac00\ub85c\ud654\uba74&#8217;\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 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc2e4\uc801 \ubc1c\ud45c\uac00 \uc788\uc5c8\ub294\ub370\uc694. \uae30\ub300\uc5d0 \ubd80\ud569\ud558\ub294 \uc2e4\uc801\uacfc \uc8fc\uc8fc\ud658\uc6d0\ucc45\uc744 \ubc1c\ud45c\ud558\uba70 \uc2dc\uc7a5\uc758 \uc6b0\ub824\ub97c \uc7a0\uc7ac\uc6e0\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 AI CAPEX \uc9c0\uc18d \uc131\uc7a5 \uc804\ub9dd, 2029\ub144\uae4c\uc9c0 DRAM\u00b7HBM \uc644\ud310\uc744 \uc5b8\uae09\ud558\uba70 \uc2dc\uc7a5\uc5d0\uc11c \uacc4\uc18d \uc6b0\ub824\ud558\ub358 \uc5c5\ud669 \ub454\ud654 \uac00\ub2a5\uc131\uc744 \uc77c\ucd95\ud55c \uc810\uc774 \ud22c\uc790\uc2ec\ub9ac \uac1c\uc120\uc5d0 \ud06c\uac8c \uc791\uc6a9\ud588\uc2b5\ub2c8\ub2e4. \ub0b4\uc77c\uc740 \uc0bc\uc131\uc804\uc790\uc758 3\ubd84\uae30 [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/hibulls.com\/?p=88316\" \/>\n<meta property=\"og:site_name\" content=\"\ud558\uc774\ubd88\uc2a4(Hi,Bulls)\" \/>\n<meta property=\"article:published_time\" content=\"2026-10-28T08:08:59+00:00\" \/>\n<meta property=\"article:modified_time\" 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