{"id":36774,"date":"2026-05-28T08:31:26","date_gmt":"2026-05-27T23:31:26","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=36774"},"modified":"2026-05-28T08:31:26","modified_gmt":"2026-05-27T23:31:26","slug":"%ec%98%81%ec%83%81%ec%bd%94%ec%8a%a4%ed%94%bc-8400-%eb%9a%ab%ec%97%88%ec%a7%80%eb%a7%8c%ec%9b%83%eb%8a%94-%ec%a2%85%eb%aa%a9%ec%9d%80-10%ea%b0%9c-%ec%a4%91-1%ea%b0%9c%eb%bf%90","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=36774","title":{"rendered":"\uc601\uc0c1\ucf54\uc2a4\ud53c 8400 \ub6ab\uc5c8\uc9c0\ub9cc\u2026\uc6c3\ub294 \uc885\ubaa9\uc740 10\uac1c \uc911 1\uac1c\ubfd0"},"content":{"rendered":"

\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551<\/p>\n

* \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report & Insight Summarizing Media)\uc740 \ud55c\uad6d\uc5b8\ub860\uc9c4\ud765\uc7ac\ub2e8\uc758 \uc9c0\uc6d0\uc744 \ubc1b\uc544 \uac1c\ubc1c\ud55c \u2018\uc778\uacf5\uc9c0\ub2a5(AI) \uae30\ubc18 \ub9de\ucda4\ud615 \ub274\uc2a4 \ucd94\ucc9c \ubc0f \uc694\uc57d \uc11c\ube44\uc2a4\u2019\uc785\ub2c8\ub2e4. \ub3c5\uc790 \uc720\ud615\ubcc4 \ub9de\ucda4 \ub274\uc2a4 6\uac1c\ub97c \uc120\ubcc4\ud574 \uc81c\uacf5\ud569\ub2c8\ub2e4<\/p>\n

[\uc8fc\uc694 \uc774\uc288 \ube0c\ub9ac\ud551]<\/p>\n

\u25a0 \ucf54\uc2a4\ud53c 8400 \ub3cc\ud30c\uc5d0\ub3c4 \uc885\ubaa9\ubcc4 \uc591\uadf9\ud654 \uadf9\ub2e8\ud654: 27\uc77c \ucf54\uc2a4\ud53c\uac00 \uc7a5\uc911 8457.09\uae4c\uc9c0 \uce58\uc19f\uc558\uc9c0\ub9cc \uc0c1\uc2b9 \uc885\ubaa9\uc740 77\uac1c, \ud558\ub77d \uc885\ubaa9\uc740 826\uac1c\ub85c \ud558\ub77d\uc774 10\ubc30\ub97c \uc6c3\ub3cc\uc558\ub2e4. \uc0bc\uc131\uc804\uc790(005930) \u00b7SK\ud558\uc774\ub2c9\uc2a4(000660) \ud569\uc0b0 \uc2dc\ucd1d\uc774 \ucf54\uc2a4\ud53c \uc804\uccb4\uc758 50.44%\ub97c \ucc98\uc74c\uc73c\ub85c \ub118\uc5b4\uc11c\uba70 \ub2e8\uc77c \uc885\ubaa9 \ub808\ubc84\ub9ac\uc9c0 ETF \ud655\ub300\ub85c \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc774 \ub354\uc6b1 \ucee4\uc9c8 \uac83\uc774\ub77c\ub294 \uc6b0\ub824\uac00 \uc99d\uad8c\uac00 \uc548\ud30e\uc5d0\uc11c \ud130\uc838 \ub098\uc624\uace0 \uc788\ub2e4.<\/p>\n

\u25a0 \ub9c8\uc774\ud06c\ub860, AI \uc218\uc694\uc5d0 \uc2dc\ucd1d 1\uc870 \ub2ec\ub7ec \ub3cc\ud30c\ud558\uba70 \ud55c\uad6d \ucd94\uaca9 \uac00\uc18d: UBS\uac00 \ub9c8\uc774\ud06c\ub860 \ubaa9\ud45c\uc8fc\uac00\ub97c \uae30\uc874 535\ub2ec\ub7ec\uc5d0\uc11c 1625\ub2ec\ub7ec\ub85c \uc138 \ubc30 \uc774\uc0c1 \ub192\uc774\uc790 \uc8fc\uac00\uac00 \ud558\ub8e8 19.29% \ud3ed\ub4f1\ud558\uba70 \uc2dc\ucd1d 1\uc870 103\uc5b5 \ub2ec\ub7ec\ub97c \ub2ec\uc131\ud588\ub2e4. \ub9c8\uc774\ud06c\ub860\uc740 \ub300\ubbf8 \ud22c\uc790\ub97c 2000\uc5b5 \ub2ec\ub7ec\ub85c \ub298\ub9ac\uace0 \ubbf8 \ud589\uc815\ubd80\ub294 \ubc18\ub3c4\uccb4 \ud488\ubaa9\uad00\uc138 \ubd80\uacfc\ub97c \uc608\uace0\ud558\uba70 \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4\uc640\uc758 \uacbd\uc7c1 \uad6c\ub3c4\uc5d0\uc11c \uc9c1\uc811\uc801\uc778 \ubd88\uade0\ud615 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud588\ub2e4.<\/p>\n

\u25a0 \uc0bc\uc131\uc804\uc790 \ub178\ub178 \uac08\ub4f1, \uac70\ubc84\ub10c\uc2a4 \ub9ac\uc2a4\ud06c\ub85c \ud655\uc804: 2026\ub144 \uc784\uae08\ud611\uc0c1 \uc7a0\uc815\ud569\uc758\uc548 \uac00\uacb0\ub85c \uba54\ubaa8\ub9ac\uc0ac\uc5c5\ubd80\uc640 \ube44\uba54\ubaa8\ub9ac\uc0ac\uc5c5\ubd80 \uac04 \uc131\uacfc\uae09 \uaca9\ucc28\uac00 \ucd5c\ub300 4\uc5b5 6000\ub9cc \uc6d0\uc73c\ub85c \ubc8c\uc5b4\uc84c\ub2e4. \uc99d\uad8c\uc0ac \ucd94\uc0b0 \uc62c\ud574 \uc131\uacfc \ubc30\ubd84\uc561(40\uc870 \uc6d0 \uc774\uc0c1)\uacfc \uc8fc\uc8fc \ud658\uc6d0\uc561(100\uc870 \uc6d0 \uc774\uc0c1)\uc744 \ud569\ud558\uba74 \ubbf8\ub798 \ud22c\uc790 \uaddc\ubaa8(110\uc870 \uc6d0)\ub97c \ub118\uc5b4\uc11c\ub294 \uad6c\uc870\uc5ec\uc11c \uc131\uc7a5 \uc7ac\uc6d0 \uc18c\uc9c4\uc744 \uc6b0\ub824\ud558\ub294 \ubd84\uc11d\uc774 \ub098\uc624\uace0 \uc788\ub2e4.<\/p>\n

[\uc8fc\uc2dd\ud22c\uc790\uc790 \uad00\uc2ec \ub274\uc2a4]<\/p>\n

1. \ubc18\ub3c4\uccb4\ub9cc \ub2ec\ub9b0\ub2e4\u2026\ucf54\uc2a4\ud53c \ucd5c\uace0\uce58\uc5d0\ub3c4 \uc885\ubaa9 10\uac1c \uc911 9\uac1c\ub294 \ud558\ub77d<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ucf54\uc2a4\ud53c\uac00 8457.09\uae4c\uc9c0 \uce58\uc19f\ub294 \uc0ac\uc774 \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4 \ud569\uc0b0 \uc2dc\ucd1d\uc774 6728\uc870 \uc6d0 \uaddc\ubaa8 \uc720\uac00\uc99d\uad8c\uc2dc\uc7a5\uc758 50.44%\ub97c \ucc98\uc74c\uc73c\ub85c \ub3cc\ud30c\ud588\ub2e4. \uc9c0\ub09c\ud574 4\uc6d4 23.1%\uc5d0\uc11c \ubd88\uacfc 1\ub144\uc5ec \ub9cc\uc5d0 2\ubc30 \uc774\uc0c1 \ubd88\uc5b4\ub09c \uc218\uce58\ub2e4. \uc774\ub0a0 \ub808\ubc84\ub9ac\uc9c0 ETF 16\uc885\uc774 \ub3d9\uc2dc \uc0c1\uc7a5\ud558\uba70 \ud558\ub8e8 \uac70\ub798 \ub300\uae08 10\uc870 4071\uc5b5 \uc6d0\uc744 \uae30\ub85d\ud588\uace0, \uacf5\ud3ec\uc9c0\uc218(VKOSPI)\ub294 \uc774\ub780 \uc804\uc7c1 \ubc1c\ubc1c \uc9c1\ud6c4 \uc218\uc900\uc778 70.83\uae4c\uc9c0 \uce58\uc19f\uc558\ub2e4. \uc0bc\uc131\uc99d\uad8c(016360) \uc740 \uc774\ub0a0 \ucf54\uc2a4\ud53c \ubaa9\ud45c\uce58\ub97c \uae30\uc874 8400\uc5d0\uc11c 1\ub9cc 1000\uc73c\ub85c 30% \uc0c1\ud5a5\ud588\uc73c\ub098, \uc678\uad6d\uc778\uc740 14\uac70\ub798\uc77c \uc5f0\uc18d \uc21c\ub9e4\ub3c4\ub97c \uc774\uc5b4\uac00 \uc3e0\ub9bc \ub9ac\uc2a4\ud06c\uc640 \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \ub3d9\uc2dc\uc5d0 \ub530\uc838\uc57c \ud558\ub294 \uad6d\uba74\uc774\ub77c\ub294 \ud574\uc11d\uc774 \ub098\uc628\ub2e4.<\/p>\n

\uc218\uc775\ub960 60% \ucc0d\ud614\ub2e4! \uad50\uc721 \uc0ac\uc774\ud2b8\uae4c\uc9c0 \ud130\ub728\ub9b0 \u2018\uc0bc\uc804\u00b7\ub2c9\uc2a4\u2019 \ubd88\uae30\ub465 <\/p>\n

2. \ubbf8\uc138\uacf5\uc815 \ub9c9\ud78c \u4e2d, \ud68c\ub85c \ubc18\uc73c\ub85c \uc811\uc5b4 1.4\ub098\ub178 \uc7a5\ubcbd \uae6c\ub2e4… HBM\uae4c\uc9c0 \ub118\ubcf8\ub2e4<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ud654\uc6e8\uc774\uac00 IEEE ISCAS 2026\uc5d0\uc11c \u2018\ud0c0\uc6b0 \uc2a4\ucf00\uc77c\ub9c1 \ubc95\uce59\u2019\uacfc \u2018\ub85c\uc9c1\ud3f4\ub529\u2019\uc744 \uacf5\uc2dd \ubc1c\ud45c\ud558\uba70 EUV \uc5c6\uc774 TSMC\uc758 1.4\ub098\ub178 \uacf5\uc815 \uc218\uc900\uc5d0 \uadfc\uc811\ud55c \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ubc00\ub3c4(\u339f\ub2f9 2\uc5b5 3800\ub9cc \uac1c)\ub97c \uad6c\ud604\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. SMIC\uc758 7\ub098\ub178 \uacf5\uc815\uc73c\ub85c \uc0dd\uc0b0\ub41c \uc774 \uce69\uc740 \uae30\uc874 \uae30\ub9b0 \ub300\ube44 \ubc00\ub3c4\uac00 54% \ub192\uace0 TSMC 3\ub098\ub178(\u339f\ub2f9 2\uc5b5 2000\ub9cc \uac1c)\ub3c4 \uc6c3\ub3c4\ub294 \uc218\uce58\ub2e4. \uad8c\uc11d\uc900 \uc131\uade0\uad00\ub300 \uad50\uc218\ub294 \ub85c\uc9c1\ud3f4\ub529\uc774 YMTC\uc758 \ub0b8\ub4dc \uc801\uce35\u00b7CXMT\uc758 D\ub7a8 \uacf5\uc815\uacfc \uacb0\ud569\ud558\uba74 \uc911\uad6d \ub3c5\uc790 HBM \uc790\uae09\ud654 \uc2dc\ub3c4\uac00 \uac00\uc18d\ud654\ub420 \uac83\uc774\ub77c\uace0 \ubd84\uc11d\ud588\ub2e4. \uc774\ub85c \uc778\ud574 \ud55c\uad6d \ubc18\ub3c4\uccb4 \uae30\uc5c5\ub4e4\uc774 \uc81c\uc870 \uacf5\uc815\uc744 \ub118\uc5b4 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc124\uacc4 \ud601\uc2e0\uae4c\uc9c0 \uc11c\ub458\ub7ec\uc57c \ud55c\ub2e4\ub294 \uad00\uce21\uc774 \uc0b0\u00b7\ud559\u00b7\uc5f0\uc5d0\uc11c \ub098\uc624\uace0 \uc788\ub2e4.<\/p>\n

HBM 3\uc0ac \ub3c5\uc810 \uae68\uc84c\ub2e4? \uc911\uad6d \uba54\ubaa8\ub9ac \uc790\ub9bd\uc774 \ubd88\ub7ec\uc62c \uac70\ub300\ud55c \ud3ed\ud48d <\/p>\n

3. \uc0bc\uc131 \ub178\ub178\uac08\ub4f1\uc5d0 \u2018\uc131\uc7a5 \uc591\ub0a0\uac1c\u2019 \uade0\uc5f4\u2026\uc778\uc7ac\u00b7\ud22c\uc790\uc804\ub7b5 \uc7ac\uc124\uacc4 \ubd88\uac00\ud53c<\/p>\n

– \ud575\uc2ec \uc694\uc57d: DS \ubd80\ubb38 \uba54\ubaa8\ub9ac\uc0ac\uc5c5\ubd80\uc640 DX \ubd80\ubb38 \uac04 \uc131\uacfc\uae09 \uaca9\ucc28\uac00 \uc218\uc2ed \ubc30\ub85c \ubc8c\uc5b4\uc9c0\uba70 DX \ubd80\ubb38 \ube44\uc911\uc774 \ub192\uc740 \uc804\uad6d\uc0bc\uc131\uc804\uc790\ub178\ub3d9\uc870\ud569\uc5d0\uc11c \uc870\ud569\uc6d0 78.9%\uac00 \uc7a0\uc815\ud569\uc758\uc548\uc5d0 \ubc18\ub300\ud45c\ub97c \ub358\uc84c\ub2e4. \uc62c\ud574 \uc0bc\uc131\uc804\uc790\uc758 \uc131\uacfc \ubc30\ubd84\uc561(40\uc870 \uc6d0 \uc774\uc0c1)\uacfc \uc8fc\uc8fc \ud658\uc6d0\uc561(100\uc870 \uc6d0 \uc774\uc0c1)\uc758 \ud569\uc0b0\uc774 \ubbf8\ub798 \ud22c\uc790 \uaddc\ubaa8(110\uc870 \uc6d0)\ub97c \uc5ed\uc804\ud560 \uac83\uc73c\ub85c \uc99d\uad8c\uc0ac\ub4e4\uc740 \ucd94\uc0b0\ud588\ub2e4. FA \uc81c\ub3c4 \ubb34\ub825\ud654\uc640 \ud30c\uc6b4\ub4dc\ub9ac\u00b7\uc2dc\uc2a4\ud15cLSI \uc778\uc7ac\ub09c \uc2ec\ud654 \uc6b0\ub824\uac00 \uacb9\uce58\uba74\uc11c \uc218\uc9c1\uacc4\uc5f4\ud654 \uc2dc\ub108\uc9c0 \uc57d\ud654 \uac00\ub2a5\uc131\ub3c4 \uac70\ub860\ub41c\ub2e4. \uc8fc\uc8fc\ub2e8\uccb4\uac00 \uc784\uae08 \ud569\uc758\uc758 \uc704\ubc95 \uc18c\uc9c0\ub97c \uc8fc\uc7a5\ud558\uba70 \ubc95\uc801 \ub300\uc751\uc744 \uc608\uace0\ud574 \ub178\uc0ac \ub9ac\uc2a4\ud06c\uc640 \uac70\ubc84\ub10c\uc2a4 \ub9ac\uc2a4\ud06c\uac00 \ub3d9\uc2dc\uc5d0 \ubd80\uac01\ub418\ub294 \uad6d\uba74\uc774 \uc804\uac1c\ub418\uace0 \uc788\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790 \ucd1d\ud30c\uc5c5\uae4c\uc9c0 \ubc18\ub144, \ub3c4\ub300\uccb4 \ubb34\uc2a8 \uc77c\uc774 \uc788\uc5c8\uc744\uae4c? <\/p>\n

[\uc8fc\uc2dd\ud22c\uc790\uc790 \ucc38\uace0 \ub274\uc2a4]<\/p>\n

4. \ubc29\uc0b0 \ub9e4\uac01 \uc624\ub77d\uac00\ub77d\u20261.2\uc870 \ucc28\uc785\uae08 \ubd80\ub2f4 \ub354 \ucee4\uc84c\ub2e4<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ud48d\uc0b0(103140) \uc774 \ubc29\uc0b0 \ubd80\ubb38 \ub9e4\uac01\uc744 \ub3cc\uc5f0 \ucca0\ud68c\ud558\uba74\uc11c \uc62c\ud574 1\ubd84\uae30 \uae30\uc900 \ucc28\uc785\uae08\uc774 1\uc870 1370\uc5b5 \uc6d0(\ub2e8\uae30 5893\uc5b5 \uc6d0 \ud3ec\ud568)\uc73c\ub85c \ubd88\uc5b4\ub0ac\ub2e4. \uc9c0\ub09c\ub2ec \ud48d\uc0b0\uc740 1200\uc5b5 \uc6d0 \uaddc\ubaa8 \ud68c\uc0ac\ucc44\ub97c \ubc1c\ud589\ud574 \uae30\uc874 \ucc28\ud658\uacfc \uace0\uae08\ub9ac \uc740\ud589 \ucc28\uc785\uae08 \uc0c1\ud658\uc5d0 \ud65c\uc6a9\ud588\uc73c\ub098, 3\ub144 \ub9cc\uae30 \uad6d\uace0\ucc44 \uae08\ub9ac\uac00 \uc5f0\ucd08 \ub300\ube44 0.8%\ud3ec\uc778\ud2b8 \uc774\uc0c1 \uae09\ub4f1\ud55c \uc5f0 3.7%\uc120\uc744 \uae30\ub85d\ud558\uba70 \ucc28\ud658 \ube44\uc6a9 \uc0c1\uc2b9 \uc555\ubc15\uc774 \ucee4\uc9c0\ub294 \uc0c1\ud669\uc774\ub2e4. \ud0c4\uc57d\uc0ac\uc5c5\ubd80 \ub9e4\uac01 \uc7ac\ucd94\uc9c4 \uc2dc \ub9e4\uac01\uac00\ub294 1\uc870 5000\uc5b5 \uc6d0 \uc548\ud30e\uc73c\ub85c \ucd94\uc815\ub418\uba70, \uc131\uc0ac \uc2dc \ubd80\ucc44 \ud574\uc18c\uc640 \uc6b4\uc804\uc790\ubcf8 \ud655\ubcf4\uac00 \uac00\ub2a5\ud558\uc9c0\ub9cc \uc138\uc804 \uc774\uc775\uc758 80%\ub97c \ucc45\uc784\uc9c0\ub294 \uc54c\uc9dc \uc0ac\uc5c5 \ub9e4\uac01 \uc774\ud6c4 \ub300\uccb4 \uc131\uc7a5 \ub3d9\ub825 \ud655\ubcf4 \uc5ec\ubd80\uac00 \uacfc\uc81c\ub85c \ub0a8\ub294\ub2e4. \uc624\ub108 3\uc138(\ubbf8\uad6d \uad6d\uc801)\uc758 \ubc29\uc0b0 \uc9c0\ubd84 \uc2b9\uacc4 \ubd88\uac00 \ubb38\uc81c\uac00 \ub9e4\uac01 \uacb0\uc815\uc5d0 \uc5bd\ud600 \uc788\uc5b4 \uc9c0\ubc30\uad6c\uc870 \ub9ac\uc2a4\ud06c\ub3c4 \uc8fc\uac00\uc5d0 \ubc18\uc601\ub3fc\uc57c \ud55c\ub2e4\ub294 \uc9c0\uc801\uc774 \ub098\uc628\ub2e4.<\/p>\n

5. \uba85\ubaa9 \uc131\uc7a5\ub960 10% \uac04\ub2e4\ub294\ub370\u2026\uac00\uacc4\ub300\ucd9c \ucd1d\ub7c9 \uaddc\uc81c\ub294 \uc694\uc9c0\ubd80\ub3d9<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc62c\ud574 \uba85\ubaa9 GDP \uc131\uc7a5\ub960\uc774 10%\uc5d0 \uc721\ubc15\ud560 \uc218 \uc788\ub2e4\ub294 \uad00\uce21\uc774 \ub098\uc624\ub294 \uac00\uc6b4\ub370 \uae08\uc735\uc704\ub294 \uac00\uacc4\ub300\ucd9c \uc99d\uac00\uc728 1.5% \ucd1d\ub7c9 \uaddc\uc81c\ub97c \uc720\uc9c0\ud558\uae30\ub85c \ud588\ub2e4. \uc774 \uacbd\uc6b0 GDP \ub300\ube44 \uac00\uacc4\ubd80\ucc44 \ube44\uc728\uc740 2025\ub144 88.6%\uc5d0\uc11c \uc62c\ud574 81.8%\ub85c 6.8%\ud3ec\uc778\ud2b8 \ud558\ub77d\ud558\uace0, \ub0b4\ub144\uc5d0\ub3c4 10% \uc131\uc7a5\uc774 \uc774\uc5b4\uc9c0\uba74 75.4%\uae4c\uc9c0 \ub0ae\uc544\uc838 \uc815\ubd80\uc758 2030\ub144 \ubaa9\ud45c\ub97c 3\ub144 \uc55e\ub2f9\uae30\uac8c \ub41c\ub2e4. \uc2dc\uc7a5\uc5d0\uc11c\ub294 \ud55c\uc740\uc774 \uc5f0\ub0b4 \ub450 \ucc28\ub840 \uae30\uc900\uae08\ub9ac\ub97c \uc62c\ub9b4 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\ub294 \uac00\uc6b4\ub370 \uae34\ucd95 \ud1b5\ud654\uc815\ucc45\uacfc \uacbd\uc9c1\uc801 \ub300\ucd9c \uaddc\uc81c\uac00 \ub9de\ubb3c\ub9ac\uba74 \uc790\uc0b0 \uac00\uaca9 \uae09\ub77d\uacfc \uc2e4\ubb3c\uacbd\uc81c \uc704\ucd95\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774 \uc81c\uae30\ub41c\ub2e4. \uc11c\ubbfc\u00b7\uc790\uc601\uc5c5\uc790\uc758 \ube44\uc740\ud589\uad8c \uc3e0\ub9bc\ub3c4 \uc2ec\ud654\ud574 1\ubd84\uae30 \ube44\uc740\ud589 \uac00\uacc4\ub300\ucd9c\uc774 \uc9c1\uc804 \ubd84\uae30(4\uc870 1000\uc5b5 \uc6d0) \ub300\ube44 \ub450 \ubc30\uc778 8\uc870 2000\uc5b5 \uc6d0 \ub298\uc5c8\ub2e4.<\/p>\n

6. \uc2dc\ucd1d 1\uc870\u5f17 \ub0a0\uac1c \ub2ec\uace0 2000\uc5b5\u5f17 \uacf5\uaca9 \ud22c\uc790\u2026\u2018\ub9cc\ub144 3\uc704\u2019 \ub9c8\uc774\ud06c\ub860\uc758 \uc9c8\uc8fc<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ub9c8\uc774\ud06c\ub860\uc774 26\uc77c(\ud604\uc9c0 \uc2dc\uac04) 19.29% \uae09\ub4f1\ud558\uba70 \uc2dc\ucd1d 1\uc870 103\uc5b5 \ub2ec\ub7ec\ub97c \ub2ec\uc131\ud588\uace0, UBS\ub294 12\uac1c\uc6d4 \ubaa9\ud45c\uc8fc\uac00\ub97c 535\ub2ec\ub7ec\uc5d0\uc11c 1625\ub2ec\ub7ec\ub85c \uc138 \ubc30 \uc774\uc0c1 \uc62c\ub838\ub2e4. \ub9c8\uc774\ud06c\ub860\uc740 D\ub7a8 \uc2dc\uc7a5 \uc810\uc720\uc728 23%, HBM \uc810\uc720\uc728 21%\ub85c 3\uc704\uc774\ub098 \uc62c\ud574 HBM \ud310\ub9e4\ub97c \uc774\ubbf8 \uc644\ub8cc\ud588\uace0, EPS\ub294 2027~2029\ub144 100\ub2ec\ub7ec\ub97c \ub3cc\ud30c\ud560 \uac83\uc73c\ub85c UBS\ub294 \uc804\ub9dd\ud588\ub2e4. \ub9c8\uc774\ud06c\ub860\uc740 \ub300\ubbf8 \ud22c\uc790\ub97c 1700\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2000\uc5b5 \ub2ec\ub7ec\ub85c \ub298\ub838\uc73c\uba70, USTR \ub300\ud45c\ub294 \ubc18\ub3c4\uccb4 \ud488\ubaa9\uad00\uc138\ub97c \uc608\uace0\ud558\uba70 \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4\uc640\uc758 \ucc28\ubcc4 \uac00\ub2a5\uc131\uc744 \uacf5\uac1c \uc2dc\uc0ac\ud588\ub2e4. \ud55c\uad6d \uba54\ubaa8\ub9ac \uae30\uc5c5\ub4e4\uc758 \ubbf8\uad6d \ud604\uc9c0 \uc0dd\uc0b0 \uc804\ub7b5\uacfc \uad00\uc138 \ub300\uc751 \ubc29\uc548\uc774 \ud575\uc2ec \ubcc0\uc218\ub85c \ubd80\uc0c1\ud588\ub2e4\ub294 \ubd84\uc11d\uc774 \uc81c\uae30\ub41c\ub2e4.<\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uba85\ubaa9 \uc131\uc7a5\ub960 10% \uac04\ub2e4\ub294\ub370\u2026\uac00\uacc4\ub300\ucd9c \ucd1d\ub7c9 \uaddc\uc81c\ub294 \uc694\uc9c0\ubd80\ub3d9<\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uba54\ubaa8\ub9ac 7\uc5b5\u00b7\ud30c\uc6b4\ub4dc\ub9ac 2.4\uc5b5\u2026DS\ubd80\ubb38 \u2018\ud55c \uc9c0\ubd95 \uc138 \uc131\uacfc\uae09\u2019<\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \ubc18\ub3c4\uccb4\ub9cc \ub2ec\ub9b0\ub2e4\u2026\ucf54\uc2a4\ud53c \ucd5c\uace0\uce58\uc5d0\ub3c4 \uc885\ubaa9 10\uac1c \uc911 9\uac1c\ub294 \ud558\ub77d<\/p>\n","protected":false},"excerpt":{"rendered":"

\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551 * \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report & Insight Summarizing Media)\uc740 \ud55c\uad6d\uc5b8\ub860\uc9c4\ud765\uc7ac\ub2e8\uc758 \uc9c0\uc6d0\uc744<\/p>\n","protected":false},"author":1,"featured_media":36773,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-36774","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bussines"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/05\/news_img_20260527233126_78348-1.png",640,360,false]},"post_excerpt_stackable":"

\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551 * \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report & Insight Summarizing Media)\uc740 \ud55c\uad6d\uc5b8\ub860\uc9c4\ud765\uc7ac\ub2e8\uc758 \uc9c0\uc6d0\uc744 \ubc1b\uc544 \uac1c\ubc1c\ud55c \u2018\uc778\uacf5\uc9c0\ub2a5(AI) \uae30\ubc18 \ub9de\ucda4\ud615 \ub274\uc2a4 \ucd94\ucc9c \ubc0f \uc694\uc57d \uc11c\ube44\uc2a4\u2019\uc785\ub2c8\ub2e4. \ub3c5\uc790 \uc720\ud615\ubcc4 \ub9de\ucda4 \ub274\uc2a4 6\uac1c\ub97c \uc120\ubcc4\ud574 \uc81c\uacf5\ud569\ub2c8\ub2e4 [\uc8fc\uc694 \uc774\uc288 \ube0c\ub9ac\ud551] \u25a0 \ucf54\uc2a4\ud53c 8400 \ub3cc\ud30c\uc5d0\ub3c4 \uc885\ubaa9\ubcc4 \uc591\uadf9\ud654 \uadf9\ub2e8\ud654: 27\uc77c \ucf54\uc2a4\ud53c\uac00 \uc7a5\uc911 8457.09\uae4c\uc9c0 \uce58\uc19f\uc558\uc9c0\ub9cc \uc0c1\uc2b9 \uc885\ubaa9\uc740 77\uac1c, \ud558\ub77d \uc885\ubaa9\uc740 826\uac1c\ub85c \ud558\ub77d\uc774 10\ubc30\ub97c \uc6c3\ub3cc\uc558\ub2e4. \uc0bc\uc131\uc804\uc790(005930) \u00b7SK\ud558\uc774\ub2c9\uc2a4(000660) \ud569\uc0b0 \uc2dc\ucd1d\uc774 \ucf54\uc2a4\ud53c \uc804\uccb4\uc758 50.44%\ub97c \ucc98\uc74c\uc73c\ub85c \ub118\uc5b4\uc11c\uba70 \ub2e8\uc77c \uc885\ubaa9 \ub808\ubc84\ub9ac\uc9c0 ETF \ud655\ub300\ub85c \uc2dc\uc7a5 \ubcc0\ub3d9\uc131\uc774 \ub354\uc6b1 \ucee4\uc9c8 \uac83\uc774\ub77c\ub294 \uc6b0\ub824\uac00 \uc99d\uad8c\uac00 \uc548\ud30e\uc5d0\uc11c \ud130\uc838 \ub098\uc624\uace0 \uc788\ub2e4. \u25a0 \ub9c8\uc774\ud06c\ub860, AI \uc218\uc694\uc5d0 \uc2dc\ucd1d 1\uc870 \ub2ec\ub7ec \ub3cc\ud30c\ud558\uba70 \ud55c\uad6d \ucd94\uaca9 \uac00\uc18d: UBS\uac00 \ub9c8\uc774\ud06c\ub860 \ubaa9\ud45c\uc8fc\uac00\ub97c \uae30\uc874 535\ub2ec\ub7ec\uc5d0\uc11c…<\/p>\n","category_list":"\ube44\uc988\ub2c8\uc2a4 \ub274\uc2a4<\/a>","author_info":{"name":"admin","url":"https:\/\/cryptoseoul.news\/?author=1"},"comments_num":"0 comments","yoast_head":"\n\uc601\uc0c1\ucf54\uc2a4\ud53c 8400 \ub6ab\uc5c8\uc9c0\ub9cc\u2026\uc6c3\ub294 \uc885\ubaa9\uc740 10\uac1c \uc911 1\uac1c\ubfd0 - 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