{"id":36878,"date":"2026-05-29T11:16:12","date_gmt":"2026-05-29T02:16:12","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=36878"},"modified":"2026-05-29T11:16:12","modified_gmt":"2026-05-29T02:16:12","slug":"%ec%82%bc%ec%84%b1-%ec%95%a4%ec%8a%a4%eb%a1%9c%ed%94%bd%e7%99%bc-%eb%a7%a4%ec%b6%9c-%ec%b5%9c%ec%86%8c-30%ec%a1%b04%eb%82%98%eb%85%b8-%ea%b3%b5%ec%a0%95-%ec%95%9e%ec%84%b8%ec%9b%8c-%eb%82%b4","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=36878","title":{"rendered":"\uc0bc\uc131, \uc564\uc2a4\ub85c\ud53d\u767c \ub9e4\ucd9c \ucd5c\uc18c 30\uc870\u20264\ub098\ub178 \uacf5\uc815 \uc55e\uc138\uc6cc \ub0b4\ub144 2\uc870 \ud751\uc790 \ub178\ub9b0\ub2e4"},"content":{"rendered":"

\uc0bc\uc131\uc804\uc790(005930) \uac00 \ubbf8\uad6d \uc564\uc2a4\ub85c\ud53d\uc758 \uc778\uacf5\uc9c0\ub2a5(AI) \uac00\uc18d\uae30(ASIC) \uce69\uc744 \uc0dd\uc0b0\ud558\uac8c \ub418\uba74 \uc774\ub294 \ub2e8\uc77c \uacc4\uc57d \uae30\uc900 \ud14c\uc2ac\ub77c \uc218\uc8fc\ub97c \ub118\ub294 \ucc3d\uc0ac \uc774\ub798 \ucd5c\ub300 \ube45\ub51c\uc774 \ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. \uc55e\uc11c \ud14c\uc2ac\ub77c\ub294 \uc790\uc728\uc8fc\ud589\u00b7\ub85c\ubd07\uc6a9 \uce69\uc778 \u2018AI6\u2019 \ubb3c\ub7c9 165\uc5b5 \ub2ec\ub7ec(\uc57d 25\uc870 \uc6d0)\uc5b4\uce58\ub97c \uc0bc\uc131\uc804\uc790 \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1 \uc0dd\uc0b0)\uc5d0 \ub9e1\uacbc\ub2e4.<\/p>\n

\uc5c5\uacc4 \uad00\uacc4\uc790\ub294 \u201c\ucd08\uae30 \uacc4\uc57d \uaddc\ubaa8\ub9cc \ubcf4\uba74 \ud14c\uc2ac\ub77c\uc5d0 \ubabb \ubbf8\uce60 \uc218 \uc788\ub2e4\u201d\uba74\uc11c\ub3c4 \u201c\ud3ed\ubc1c\uc801\uc73c\ub85c \ud33d\ucc3d\ud558\ub294 \uc564\uc2a4\ub85c\ud53d\uc758 AI \uc218\uc694\ub97c \uac10\uc548\ud558\uba74 \ud5a5\ud6c4 \ud14c\uc2ac\ub77c\ub97c \ub2a5\uac00\ud558\ub294 \ucd08\ub300\ud615 \uace0\uac1d\uc774 \ub420 \uac83\u201d\uc774\ub77c\uace0 \ud3c9\uac00\ud588\ub2e4.<\/p>\n

\uc2e4\uc81c \uc0bc\uc131\uc804\uc790\uac00 \uc564\uc2a4\ub85c\ud53d\uc744 \ud1b5\ud574 \ud655\ubcf4\ud560 \uc218\uc8fc \uaddc\ubaa8\ub294 200\uc5b5 \ub2ec\ub7ec(\uc57d 30\uc870 \uc6d0) \uc774\uc0c1\uc774 \ub420 \uc218 \uc788\ub2e4. \ud14c\uc2ac\ub77c\uac00 \uacf5\uc2dc\ub41c AI6 \uc678\uc5d0\ub3c4 AI4\uc758 \uc5c5\uadf8\ub808\uc774\ub4dc \ubc84\uc804\uacfc AI5\uae4c\uc9c0 \uc0bc\uc131\uc5d0 \uc787\ub530\ub77c \ub9e1\uae34 \uc804\ub840\uac00 \uc788\uc5b4\uc11c\ub2e4. \uc624\ud508AI\uc640 \uae00\ub85c\ubc8c AI \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\ub294 \uc564\uc2a4\ub85c\ud53d\uc758 \ud575\uc2ec \ubaa8\ub378 \ud074\ub85c\ub4dc(Claude)\uc758 \ub450\ub1cc\uc778 AI \uce69\uc744 \uc0bc\uc131\uc774 \uc0ac\uc2e4\uc0c1 \uc804\ub2f4 \uc0dd\uc0b0\ud560 \uac00\ub2a5\uc131\ub3c4 \uac70\ub860\ub41c\ub2e4. \uc790\uccb4 \uce69 \uac1c\ubc1c\ub85c \uc5d4\ube44\ub514\uc544 \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\ub824\ub294 \uc564\uc2a4\ub85c\ud53d\uacfc \ub300\ud615 \uace0\uac1d\uc0ac\uac00 \uc808\uc2e4\ud55c \uc0bc\uc131\uc758 \uc774\ud574\uad00\uacc4\uac00 \ub9de\uc544\ub5a8\uc5b4\uc9c0\uace0 \uc788\uc5b4\uc11c\ub2e4.<\/p>\n

\uc564\uc2a4\ub85c\ud53d \uce69 \uc0dd\uc0b0\uc774 \ubcf8\uaca9\ud654\ud558\uba74 \uc0bc\uc131\uc758 \uae00\ub85c\ubc8c \uc81c\uc870 \ub77c\uc778\ub3c4 \uc644\uc804 \uac00\ub3d9\uc5d0 \ub3cc\uc785\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. \ud14c\uc2ac\ub77c AI \uce69\uacfc \ub9c8\ucc2c\uac00\uc9c0\ub85c \ucd5c\ucca8\ub2e8 \ubbf8\uc138\uacf5\uc815 \ub77c\uc778\uc774 \ud3ec\uc9c4\ud55c \uacbd\uae30 \ud654\uc131(S3), \ud3c9\ud0dd(S5\u00b7S6) \ucea0\ud37c\uc2a4\uc640 \ub9c9\ubc14\uc9c0 \uacf5\uc0ac \uc911\uc778 \ubbf8\uad6d \ud14d\uc0ac\uc2a4\uc8fc \ud14c\uc77c\ub7ec \uc2e0\uaddc \uacf5\uc7a5(\ud339)\uc774 \ud575\uc2ec \uc804\ucd08\uae30\uc9c0\uac00 \ub420 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \ud55c\uad6d\uacfc \ubbf8\uad6d\uc744 \uc544\uc6b0\ub974\ub294 \uae00\ub85c\ubc8c \uc81c\uc870 \uc13c\ud130\ub97c \ud1b5\ud574 \ube45\ud14c\ud06c \uace0\uac1d\uc758 \uae4c\ub2e4\ub85c\uc6b4 \uc694\uad6c\uc5d0 \uc989\uac01 \ub300\uc751\ud558\ub294 \uc804\ub7b5\uc774\ub2e4. \uc5c5\uacc4 \uad00\uacc4\uc790\ub294 \u201c\uc0bc\uc131 \ubc18\ub3c4\uccb4\ub294 \ud604\uc7ac \u2018\ucd5c\ub300 \uc0dd\uc0b0\u2019 \uae30\uc870\uc758 \uace0\uc090\ub97c \uc8c4\uace0 \uc788\ub2e4\u201d\uba70 \u201c\uad6d\ub0b4\uc678\ub97c \uac00\ub9ac\uc9c0 \uc54a\uace0 \ub77c\uc778\uc744 100% \uac00\ub3d9\ud574 \uc3df\uc544\uc9c0\ub294 \ube45\ud14c\ud06c\uc758 \uc8fc\ubb38\uc5d0 \ub300\uc751\ud55c\ub2e4\ub294 \uad6c\uc0c1\u201d\uc774\ub77c\uace0 \uc804\ud588\ub2e4.<\/p>\n

\uc0bc\uc131 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\ubd80\uc758 \uc218\uc8fc \ub0ad\ubcf4\ub294 \uc9c0\ub09c\ud574\ubd80\ud130 \uaf2c\ub9ac\ub97c \ubb3c\uace0 \uc788\ub2e4. \ud14c\uc2ac\ub77c AI \uce69\uc5d0 \uc774\uc5b4 \uc5d4\ube44\ub514\uc544\uc758 \ucd94\ub860 \uc804\uc6a9 \uc5b8\uc5b4\ucc98\ub9ac\uc7a5\uce58(LPU)\uc778 \u2018\uadf8\ub85d3\u2019\ub97c 4\u339a(\ub098\ub178\ubbf8\ud130\u00b710\uc5b5\ubd84\uc758 1m) \uacf5\uc815\uc73c\ub85c \uc218\uc8fc\ud588\ub2e4. \uc5ec\uae30\uc5d0 \uc560\ud50c\uc758 \ucc28\uc138\ub300 \uc544\uc774\ud3f0\uc6a9 \uc774\ubbf8\uc9c0\uc13c\uc11c(CIS) \uc5ed\uc2dc \ubbf8\uad6d \uc624\uc2a4\ud2f4 \uacf5\uc7a5\uc5d0\uc11c \uc218\uc8fc\ud588\uace0, \uc790\uc0ac \uba54\ubaa8\ub9ac \uc0ac\uc5c5\ubd80\uc758 6\uc138\ub300 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM4) \ubca0\uc774\uc2a4(\ub85c\uc9c1) \ub2e4\uc774 \uc0dd\uc0b0\ub3c4 \ub098\ub178 \uacf5\uc815\uc73c\ub85c \uc0dd\uc0b0 \uc911\uc774\ub2e4.<\/p>\n

\ud55c\ub54c \uc218\uc728(\uacb0\ud568 \uc5c6\ub294 \ud569\uaca9\ud488 \ube44\uc728) \ubb38\uc81c\ub85c \uc774\ud0c8\ud588\ub358 \ube45\ud14c\ud06c \uace0\uac1d\uc0ac\ub4e4\uc774 \uc218\uc728 \uc548\uc815\ud654\ub97c \uc774\ub904\ub0b8 \uc0bc\uc131\uc758 \ubb38\uc744 \ub2e4\uc2dc \ub450\ub4dc\ub9ac\uace0 \uc788\ub294 \uac83\uc774\ub2e4. \ub300\ub9cc TSMC\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\uace0 \uacf5\uae09\ub9dd\uc744 \ub2e4\ubcc0\ud654\ud558\ub824\ub294 \ube45\ud14c\ud06c\uc758 \u2018\uba40\ud2f0 \ud30c\uc6b4\ub4dc\ub9ac \uc804\ub7b5\u2019\ub3c4 \uc0bc\uc131\uc5d0 \uc720\ub9ac\ud55c \uce21\uba74\uc774\ub2e4.<\/p>\n

\uc804\ubb38\uac00\ub4e4\uc740 \uc0bc\uc131\uc804\uc790\uc758 \uc774\ubc88 \uc564\uc2a4\ub85c\ud53d \ud22c\uc790\ub97c \u2018AI \uce69, \uba54\ubaa8\ub9ac, \ud30c\uc6b4\ub4dc\ub9ac, AI \uc778\ud504\ub77c\u2019\ub97c \ucd1d\ub9dd\ub77c\ud55c \uc804\ub7b5\uc801 \ub3d9\ub9f9\uc73c\ub85c \ud574\uc11d\ud55c\ub2e4. AI \ud328\uad8c \uacbd\uc7c1\uc774 \ub2e8\uc21c\ud55c HBM \ud655\ubcf4\uc804\uc744 \ub118\uc5b4 \uce69 \uc124\uacc4\uc640 \uc0dd\uc0b0, \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uae4c\uc9c0 \uc544\uc6b0\ub974\ub294 \u2018\uc0dd\ud0dc\uacc4 \uc2f8\uc6c0\u2019\uc73c\ub85c \uc9c4\ud654\ud588\uae30 \ub54c\ubb38\uc774\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc804 \uc138\uacc4\uc5d0\uc11c HBM\uacfc \ud30c\uc6b4\ub4dc\ub9ac \ubbf8\uc138\uacf5\uc815, \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uae4c\uc9c0 \ub3c5\uc790\uc801\uc73c\ub85c \uc218\ud589\ud560 \uc218 \uc788\ub294 \uc720\uc77c\ud55c \uae30\uc5c5\uc774\ub2e4.<\/p>\n

\ud55c \ubc18\ub3c4\uccb4 \uc5c5\uacc4 \uad00\uacc4\uc790\ub294 \u201c\uc0bc\uc131\uc774 AI \uc2dc\ub300 \ud575\uc2ec \ud50c\ub808\uc774\uc5b4\ub4e4\uacfc \ubcf8\uaca9\uc801\uc778 \ud569\uc885\uc5f0\ud6a1\uc5d0 \ub098\uc130\ub2e4\ub294 \uc2e0\ud638\ud0c4\u201d\uc774\ub77c\uba70 \u201c\ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\uc774 AI \uc2dc\uc7a5 \ud655\ub300\ub97c \uc9c0\ub81b\ub300\ub85c \uc0bc\uc544 \ub2e4\uc2dc \ud55c\ubc88 \ub3c4\uc57d\ud560 \uac83\uc774\ub77c\ub294 \uae30\ub300\uac00 \ud06c\ub2e4\u201d\uace0 \ub9d0\ud588\ub2e4.<\/p>\n

\uc774 \uac19\uc740 \uc804\ub9dd\uc758 \uc774\uba74\uc5d0\ub294 \uac00\ud30c\ub974\uac8c \uc6b0\uc0c1\ud5a5\ud558\ub294 \ub9de\ucda4\ud615 \ubc18\ub3c4\uccb4(ASIC) \uc2dc\uc7a5\uc774 \uc790\ub9ac \uc7a1\uace0 \uc788\ub2e4. \uc2dc\uc7a5\uc870\uc0ac \uc5c5\uccb4 \uc778\ud154\ub9c8\ucf13\ub9ac\uc11c\uce58\uc5d0 \ub530\ub974\uba74 \uae00\ub85c\ubc8c \ub9de\ucda4\ud615 AI \uac00\uc18d\uae30 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc9c0\ub09c\ud574 18\uc870 7000\uc5b5 \uc6d0\uc5d0\uc11c 7\ub144 \ub4a4\uc778 2032\ub144\uc5d0\ub294 3\ubc30 \uac00\uae4c\uc774 \ucee4\uc838 53\uc870 8000\uc5b5 \uc6d0\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub9cc 16.3%\uc5d0 \ub2ec\ud55c\ub2e4.<\/p>\n

\ub300\ud615 \uc218\uc8fc\uac00 \uc787\ub530\ub974\uba70 \u2018\uc544\ud508 \uc190\uac00\ub77d\u2019\uc774\uc5c8\ub358 \ube44\uba54\ubaa8\ub9ac(\ud30c\uc6b4\ub4dc\ub9ac\u00b7\uc2dc\uc2a4\ud15cLSI) \uc0ac\uc5c5\ubd80\uc758 \ud751\uc790 \uc804\ud658 \uc2dc\uacc4\ub3c4 \ube68\ub77c\uc9c0\uace0 \uc788\ub2e4. \ub2f9\ucd08 \ub0b4\ub144\uc5d0\ub098 \ud751\uc790 \uc804\ud658\uc774 \uac00\ub2a5\ud560 \uac83\uc774\ub77c\ub294 \uad00\uce21\uc774 \ub9ce\uc558\uc9c0\ub9cc \uc774\uc81c\ub294 \ud558\ubc18\uae30 \uc2e4\uc801 \ubc18\ub4f1\uc744 \uc774\ub904\ub0bc \uac83\uc774\ub77c\ub294 \uc804\ub9dd\uc774 \uace0\uac1c\ub97c \ub4e0\ub2e4.<\/p>\n

\ud55c\uad6d\ud22c\uc790\uc99d\uad8c\uc740 \uc0bc\uc131\uc804\uc790\uc758 \ube44\uba54\ubaa8\ub9ac \uc0ac\uc5c5\uc774 \uc62c\ud574 2\ubd84\uae30 3880\uc5b5 \uc6d0 \uc801\uc790\uc5d0\uc11c 3\ubd84\uae30 \uc190\uc2e4(790\uc5b5 \uc6d0) \ud3ed\uc744 \uc904\uc778 \ub4a4 4\ubd84\uae30\uc5d0\ub294 1540\uc5b5 \uc6d0\uc758 \uc601\uc5c5\uc774\uc775\uc744 \uae30\ub85d\ud558\uba70 \ud751\uc790 \uc804\ud658\ud560 \uac83\uc73c\ub85c \ub0b4\ub2e4\ubd24\ub2e4. \ub0b4\ub144\uc5d0\ub294 2\uc870 \uc6d0\ub300 \ud751\uc790 \uc131\uc801\ud45c\ub97c \ubc1b\uc544\ub4e4 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

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