{"id":33538,"date":"2026-04-17T11:08:49","date_gmt":"2026-04-17T02:08:49","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=33538"},"modified":"2026-04-17T11:08:49","modified_gmt":"2026-04-17T02:08:49","slug":"%eb%8b%a4%ec%8b%9c-%ec%82%bc%ec%84%b1-%ec%b6%94%ec%9b%94sk%c2%b7tsmc-hbm4-%eb%8f%99%eb%a7%b9-%ea%b0%95%ed%99%94","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=33538","title":{"rendered":"\u201c\ub2e4\uc2dc \uc0bc\uc131 \ucd94\uc6d4\u201d\u2026SK\u00b7TSMC \u2018HBM4 \ub3d9\ub9f9\u2019 \uac15\ud654"},"content":{"rendered":"<p>SK\ud558\uc774\ub2c9\uc2a4(000660) \uac00 \uc138\uacc4 \ucd5c\ub300 \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1 \uc0dd\uc0b0) \uae30\uc5c5\uc778 TSMC\uc640\uc758 \ub3d9\ub9f9 \uad00\uacc4\ub97c \uac15\ud654\ud574 \ucd5c\uc120\ub2e8 \uacf5\uc815 \uae30\ubc18\uc758 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uac1c\ubc1c\uc5d0 \uc18d\ub3c4\ub97c \ub192\uc778\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 HBM \uc2dc\uc7a5\uc5d0\uc11c \uc0bc\uc131\uc804\uc790(005930) \uc758 \uac70\uc13c \ucd94\uaca9\uc744 \ub530\ub3cc\ub9ac\uae30 \uc704\ud574 TSMC\uc640 \ud611\ub825 \uad00\uacc4\ub97c \uace0\ub3c4\ud654\ud574 \ub0b4\ub144\ubd80\ud130 \ubcf8\uaca9 \uc591\uc0b0\uc774 \uc608\uc0c1\ub418\ub294 7\uc138\ub300 HBM(HBM4E) \uae30\uc220\uc744 \uc120\uc810\ud560 \uacc4\ud68d\uc774\ub2e4.<\/p>\n<p>TSMC\ub294 16\uc77c(\ud604\uc9c0 \uc2dc\uac04) 1\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud558\uba74\uc11c \u201cHBM \ubca0\uc774\uc2a4\ub2e4\uc774 \ub4f1 \ub2e4\uc591\ud55c \uc778\uacf5\uc9c0\ub2a5(AI) \uc218\uc694\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 3\u339a(\ub098\ub178\ubbf8\ud130\u00b710\uc5b5 \ubd84\uc758 1m) \uc0dd\uc0b0 \uacc4\ud68d\uc744 \ud655\uc7a5\ud55c\ub2e4\u201d\uace0 \ubc1d\ud614\ub2e4. \ubca0\uc774\uc2a4\ub2e4\uc774\ub294 HBM \ucd5c\ud558\ub2e8 \uce35(Die)\uc73c\ub85c \uc5f0\uc0b0 \uc7a5\uce58\uc640 \ud1b5\uc2e0\ud560 \uc218 \uc788\uac8c \ub370\uc774\ud130 \ud750\ub984\uc744 \uc81c\uc5b4\ud558\ub294 \u2018\ucee8\ud2b8\ub864 \ud0c0\uc6cc\u2019\ub2e4.<\/p>\n<p>SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc9c0\uae08\uae4c\uc9c0 \ubca0\uc774\uc2a4\ub2e4\uc774\ub97c \uc9c1\uc811 \ub9cc\ub4e4\uc5c8\uc9c0\ub9cc HBM4\ub294 TSMC\uc758 12\ub098\ub178 \uacf5\uc815\uc5d0 \ub9e1\uae34 \ubc14 \uc788\ub2e4. HBM4\ubd80\ud130 \ubca0\uc774\uc2a4\ub2e4\uc774\uc758 \uc804\uc1a1 \ud1b5\ub85c\uac00 \ub450 \ubc30\ub85c \ub298\uc5b4\ub098 \uba54\ubaa8\ub9ac \uacf5\uc815\uc73c\ub85c\ub294 \uad6c\ud604\uc774 \uc5b4\ub824\uc6b4 \ucd08\ubbf8\uc138 \ud68c\ub85c\uac00 \uc694\uad6c\ub418\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n<p>SK\ud558\uc774\ub2c9\uc2a4\ub294 \ucc28\uc138\ub300 \uc81c\ud488\uc778 HBM4E\uc758 \ubca0\uc774\uc2a4\ub2e4\uc774\uc5d0\ub294 TSMC\uc758 3\ub098\ub178 \uacf5\uc815\uc744 \uc801\uc6a9\ud560 \uacc4\ud68d\uc778 \uac83\uc73c\ub85c \ud30c\uc545\ub410\ub2e4. TSMC\uc5d0 \ub530\ub974\uba74 3\ub098\ub178 \ubca0\uc774\uc2a4\ub2e4\uc774\uc758 \uc804\ub825 \ud6a8\uc728\uc740 \uae30\uc874 \uacf5\uc815 \ub300\ube44 \ub450 \ubc30 \ub192\ub2e4. \uc804\ub825 \uc18c\ubaa8\uac00 \uadf9\uc2ec\ud55c AI \ubc18\ub3c4\uccb4\uc5d0 \ud544\uc218\uc801\uc778 \uae30\uc220\ub85c \uc5d4\ube44\ub514\uc544 \ub4f1 \uc8fc\uc694 \uace0\uac1d\uc0ac\uc758 \uc218\uc694\uc5d0\ub3c4 \ubd80\ud569\ud55c\ub2e4.<\/p>\n<p>SK\ud558\uc774\ub2c9\uc2a4\ub294 \ubca0\uc774\uc2a4\ub2e4\uc774 \uc704\uc5d0 \uc313\ub294 \uba54\ubaa8\ub9ac \uc800\uc7a5\uce35\uc778 \u2018\ucf54\uc5b4 \ub2e4\uc774\u2019\uc5d0\ub3c4 \ud55c \ub2e8\uacc4 \ubc1c\uc804\ud55c 6\uc138\ub300 D\ub7a8 \uacf5\uc815(1c)\uc744 \uc801\uc6a9\ud560 \ubc29\uce68\uc774\ub2e4. 3\ub098\ub178\uc640 1c\uc758 \uc870\ud569\uc73c\ub85c \uc804\ub825 \ub300\ube44 \uc131\ub2a5 \uce21\uba74\uc5d0\uc11c \uc0bc\uc131\uc804\uc790\ub97c \uc55e\uc11c\uaca0\ub2e4\ub294 \uacc4\uc0b0\uc774\ub2e4.<\/p>\n<p>\ub2e4\ub9cc \ud55c\uad6d\uacfc \ub300\ub9cc \uac04 \ubb3c\ub9ac\uc801 \uac70\ub9ac\ub294 \uc7a5\uc560\ubb3c\ub85c \uaf3d\ud78c\ub2e4. \uc2e4\uc81c SK\ud558\uc774\ub2c9\uc2a4\uac00 TSMC\uc640 \uce69 \uc0d8\ud50c\uc744 \uc8fc\uace0 \ubc1b\ub294 \ub370 \ud3b8\ub3c4 \uae30\uc900 3\uc77c\uac00\ub7c9\uc774 \uc18c\uc694\ub418\ub294 \ubc18\uba74 \uc0bc\uc131\uc804\uc790\uc758 \uacbd\uc6b0 \uba54\ubaa8\ub9ac\u00b7\ud30c\uc6b4\ub4dc\ub9ac\u00b7\ud328\ud0a4\uc9d5 \uc0ac\uc5c5\uc7a5 \uac04 \uac70\ub9ac\uac00 \uc778\uc811\ud574 \uc788\uc5b4 \uc2e4\uc2dc\uac04 \ud611\ub825\uc774 \uac00\ub2a5\ud558\ub2e4. \uc124\uacc4 \ubcc0\uacbd\uc774\ub098 \uacf5\uc815 \uc624\ub958 \ubc1c\uc0dd \uc2dc \uc2e0\uc18d\ud558\uac8c \uc0d8\ud50c\uc744 \uc804\ub2ec\ud558\uace0 \uc218\uc815\ud560 \uc218 \uc788\ub294 \uac83\uc774\ub2e4. \uacf5\uae09\ub9dd \ubd88\ud655\uc2e4\uc131\ub3c4 \ubcc0\uc218\ub2e4. \uc5c5\uacc4\uc5d0 \ub530\ub974\uba74 TSMC\uc758 3\ub098\ub178 \uacf5\uc815\uc758 \uc0dd\uc0b0\ub2a5\ub825 \ubd80\uc871 \ud604\uc0c1\uc740 \ub0b4\ub144\uae4c\uc9c0\ub3c4 \uc9c0\uc18d\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4.<\/p>\n<p>\uc0bc\uc131\uc804\uc790\ub294 \uc62c 2\uc6d4 HBM4\ub97c \uc138\uacc4 \ucd5c\ucd08\ub85c \uc591\uc0b0\u00b7\ucd9c\ud558\ud558\uba70 SK\ud558\uc774\ub2c9\uc2a4\uc640 HBM \uacbd\uc7c1\uc5d0\uc11c \uae30\uc120\uc744 \uc7a1\uc558\uc9c0\ub9cc SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc5d4\ube44\ub514\uc544\uc640 HBM4 \uacf5\uae09\uc5d0 \uc2dc\uac04\uc744 \ubc8c\uba74\uc11c \uae30\uc220 \uacbd\uc7c1\uc744 \uc774\uc5b4\uac00\uace0 \uc788\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 HBM4 \ud004(\ud488\uc9c8 \uc778\uc99d) \uacfc\uc815\uc5d0\uc11c \uc9c4\ud1b5\uc744 \uacaa\uc5c8\uc73c\ub098 \ucd5c\uadfc \uac78\ub9bc\ub3cc\ub85c \uc9c0\ubaa9\ub41c \ubca0\uc774\uc2a4\ub2e4\uc774\uc5d0 \ub300\ud55c \uc7ac\uc124\uacc4\ub97c \ub9c8\uccd0 \ud558\ubc18\uae30 HBM4 \uc591\ud488\uc744 \ucd9c\ud558\ud558\uae30 \uc704\ud55c \ub9cc\ubc18\uc758 \uc900\ube44\ub97c \ub9c8\uce5c \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. SK \uce21\uc740 \ub0b4\ub144\uc5d0\ub294 HBM4E\ub97c \uc591\uc0b0\u00b7\ucd9c\ud558\ud574 \uc0bc\uc131\uc804\uc790\uc640 \uae30\uc220 \uc120\uc810 \uacbd\uc7c1\uc744 \uc9c0\uc18d\ud560 \uc608\uc815\uc774\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>SK\ud558\uc774\ub2c9\uc2a4(000660) \uac00 \uc138\uacc4 \ucd5c\ub300 \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1 \uc0dd\uc0b0) \uae30\uc5c5\uc778 TSMC\uc640\uc758 \ub3d9\ub9f9 \uad00\uacc4\ub97c \uac15\ud654\ud574 \ucd5c\uc120\ub2e8 \uacf5\uc815 \uae30\ubc18\uc758 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uac1c\ubc1c\uc5d0 \uc18d\ub3c4\ub97c<\/p>\n","protected":false},"author":1,"featured_media":33537,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-33538","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bussines"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/04\/news_img_20260417110854_13468-1.png",1200,675,false]},"post_excerpt_stackable":"<p>SK\ud558\uc774\ub2c9\uc2a4(000660) \uac00 \uc138\uacc4 \ucd5c\ub300 \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1 \uc0dd\uc0b0) \uae30\uc5c5\uc778 TSMC\uc640\uc758 \ub3d9\ub9f9 \uad00\uacc4\ub97c \uac15\ud654\ud574 \ucd5c\uc120\ub2e8 \uacf5\uc815 \uae30\ubc18\uc758 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uac1c\ubc1c\uc5d0 \uc18d\ub3c4\ub97c \ub192\uc778\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 HBM \uc2dc\uc7a5\uc5d0\uc11c \uc0bc\uc131\uc804\uc790(005930) \uc758 \uac70\uc13c \ucd94\uaca9\uc744 \ub530\ub3cc\ub9ac\uae30 \uc704\ud574 TSMC\uc640 \ud611\ub825 \uad00\uacc4\ub97c \uace0\ub3c4\ud654\ud574 \ub0b4\ub144\ubd80\ud130 \ubcf8\uaca9 \uc591\uc0b0\uc774 \uc608\uc0c1\ub418\ub294 7\uc138\ub300 HBM(HBM4E) \uae30\uc220\uc744 \uc120\uc810\ud560 \uacc4\ud68d\uc774\ub2e4. TSMC\ub294 16\uc77c(\ud604\uc9c0 \uc2dc\uac04) 1\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud558\uba74\uc11c \u201cHBM \ubca0\uc774\uc2a4\ub2e4\uc774 \ub4f1 \ub2e4\uc591\ud55c \uc778\uacf5\uc9c0\ub2a5(AI) \uc218\uc694\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 3\u339a(\ub098\ub178\ubbf8\ud130\u00b710\uc5b5 \ubd84\uc758 1m) \uc0dd\uc0b0 \uacc4\ud68d\uc744 \ud655\uc7a5\ud55c\ub2e4\u201d\uace0 \ubc1d\ud614\ub2e4. \ubca0\uc774\uc2a4\ub2e4\uc774\ub294 HBM \ucd5c\ud558\ub2e8 \uce35(Die)\uc73c\ub85c \uc5f0\uc0b0 \uc7a5\uce58\uc640 \ud1b5\uc2e0\ud560 \uc218 \uc788\uac8c \ub370\uc774\ud130 \ud750\ub984\uc744 \uc81c\uc5b4\ud558\ub294 \u2018\ucee8\ud2b8\ub864 \ud0c0\uc6cc\u2019\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc9c0\uae08\uae4c\uc9c0 \ubca0\uc774\uc2a4\ub2e4\uc774\ub97c \uc9c1\uc811 \ub9cc\ub4e4\uc5c8\uc9c0\ub9cc HBM4\ub294 TSMC\uc758 12\ub098\ub178 \uacf5\uc815\uc5d0 \ub9e1\uae34 \ubc14 \uc788\ub2e4. HBM4\ubd80\ud130 \ubca0\uc774\uc2a4\ub2e4\uc774\uc758 \uc804\uc1a1 \ud1b5\ub85c\uac00 \ub450 \ubc30\ub85c \ub298\uc5b4\ub098 \uba54\ubaa8\ub9ac \uacf5\uc815\uc73c\ub85c\ub294 \uad6c\ud604\uc774 \uc5b4\ub824\uc6b4 \ucd08\ubbf8\uc138&hellip;<\/p>\n","category_list":"<a href=\"https:\/\/cryptoseoul.news\/?cat=31\" rel=\"category\">\ube44\uc988\ub2c8\uc2a4 \ub274\uc2a4<\/a>","author_info":{"name":"admin","url":"https:\/\/cryptoseoul.news\/?author=1"},"comments_num":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\u201c\ub2e4\uc2dc \uc0bc\uc131 \ucd94\uc6d4\u201d\u2026SK\u00b7TSMC \u2018HBM4 \ub3d9\ub9f9\u2019 \uac15\ud654 - Crypto Seoul<\/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:\/\/cryptoseoul.news\/?p=33538\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u201c\ub2e4\uc2dc \uc0bc\uc131 \ucd94\uc6d4\u201d\u2026SK\u00b7TSMC \u2018HBM4 \ub3d9\ub9f9\u2019 \uac15\ud654 - 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