{"id":36882,"date":"2026-05-29T11:16:12","date_gmt":"2026-05-29T02:16:12","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=36882"},"modified":"2026-05-29T11:16:12","modified_gmt":"2026-05-29T02:16:12","slug":"%ec%82%bc%ec%84%b1-ai%ec%b9%a9-%ec%b4%88%ea%b2%a9%ec%b0%a87%ec%84%b8%eb%8c%80-hbm-%eb%b0%98%eb%85%84-%eb%b9%a8%eb%9e%90%eb%8b%a4","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=36882","title":{"rendered":"\uc0bc\uc131 AI\uce69 \ucd08\uaca9\ucc28\u2026\u20187\uc138\ub300 HBM\u2019 \ubc18\ub144 \ube68\ub790\ub2e4"},"content":{"rendered":"<p>\uc0bc\uc131\uc804\uc790(005930) \uac00 \uc778\uacf5\uc9c0\ub2a5(AI) \uc778\ud504\ub77c\uc758 \ud575\uc2ec \ubc18\ub3c4\uccb4\uc778 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uae30\uc220 \uac1c\ubc1c \ub3c5\uc8fc \uccb4\uc81c\ub97c \uad73\ud788\uace0 \uc788\ub2e4. \uc62c 2\uc6d4 \uc5c5\uacc4 \ucd5c\ucd08\ub85c 6\uc138\ub300 HBM(HBM4) \uc591\uc0b0\uc5d0 \ub3cc\uc785\ud55c \ub370 \uc774\uc5b4 \uc138\uacc4 \ucd5c\ucd08\ub85c 7\uc138\ub300 HBM4E \uc0d8\ud50c\uae4c\uc9c0 \ucd9c\ud558\ud558\uba70 \uacbd\uc7c1\uc0ac\ub4e4\uacfc \uae30\uc220 \uaca9\ucc28\ub97c \ubc8c\ub9ac\uace0 \uc788\ub2e4. \uc0bc\uc131\uc804\uc790\uac00 \uba54\ubaa8\ub9ac, \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1 \uc0dd\uc0b0), \ud328\ud0a4\uc9d5\uc744 \uc544\uc6b0\ub974\ub294 \uc218\uc9c1 \uacc4\uc5f4\ud654\ub85c HBM \uc2dc\uc7a5\uc758 \ud750\ub984\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4.<\/p>\n<p>29\uc77c \uc0bc\uc131\uc804\uc790\ub294 HBM4E 12\ub2e8 \uc0d8\ud50c\uc744 \uae00\ub85c\ubc8c \uace0\uac1d\uc0ac\uc5d0 \uc138\uacc4 \ucd5c\ucd08\ub85c \uacf5\uae09\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc774\ubc88 \ub0a9\ud488\uc744 \ud1b5\ud574 \uc62c\ud574 \ud558\ubc18\uae30\ub85c \uc608\uc815\ub410\ub358 \uc0d8\ud50c \ucd9c\ud558 \uc2dc\uc810\uc744 \ubc18\ub144 \uc55e\ub2f9\uacbc\ub2e4. SK\ud558\uc774\ub2c9\uc2a4(000660) \uc640 \ub9c8\uc774\ud06c\ub860 \ub4f1 \uacbd\uc7c1\uc0ac\ub4e4\uc774 \uc62c \ud558\ubc18\uae30 \uc0d8\ud50c \uacf5\uae09\uc744 \uc608\uace0\ud55c \uc810\uc744 \uac10\uc548\ud558\uba74 \uc0bc\uc131\uc804\uc790\uc758 \uae30\uc220 \uac1c\ubc1c \uc18d\ub3c4\uac00 \uc57d 6\uac1c\uc6d4 \uc55e\uc120 \uac83\uc774\ub2e4.<\/p>\n<p>\ud669\uc0c1\uc900 \uc0bc\uc131\uc804\uc790 \uba54\ubaa8\ub9ac \uc0ac\uc5c5\ubd80 \uac1c\ubc1c\ub2f4\ub2f9 \ubd80\uc0ac\uc7a5\uc740 \u201cHBM4 \uc591\uc0b0 \uc131\uacf5\uc5d0 \uc774\uc5b4 \ucc28\uc138\ub300 HBM4E \uc0d8\ud50c \uacf5\uae09\uae4c\uc9c0 \ucc28\uc9c8 \uc5c6\uc774 \uc644\uc218\ud558\uba70 \uc0bc\uc131\uc804\uc790\uc758 \ub3c5\ubcf4\uc801\uc778 \uae30\uc220 \ub9ac\ub354\uc2ed\uc744 \uc2dc\uc7a5\uc5d0 \ud655\uc2e4\ud788 \uac01\uc778\uc2dc\ucf30\ub2e4\u201d\uba70 \u201c\uc55e\uc73c\ub85c\ub3c4 \uc555\ub3c4\uc801\uc778 \uae30\uc220 \ucd08\uaca9\ucc28\uc640 \uc120\uc81c\uc801\uc778 \uc0dd\uc0b0 \uc2dc\uc124 \ud22c\uc790\ub97c \ubc14\ud0d5\uc73c\ub85c \uae00\ub85c\ubc8c AI \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uac15\ub825\ud558\uac8c \uc8fc\ub3c4\ud560 \uac83\u201d\uc774\ub77c\uace0 \uac15\uc870\ud588\ub2e4.<\/p>\n<p>\uc0bc\uc131\uc804\uc790\uac00 \uc774\ub2ec \ucd9c\ud558\ud55c HBM4E 12\ub2e8 \uc81c\ud488 \uc0d8\ud50c\uc740 \uc124\uacc4\u00b7\uacf5\uc815 \ucd5c\uc801\ud654\ub97c \ud1b5\ud574 HBM4\ubcf4\ub2e4 \uc131\ub2a5\uc744 \ud55c\uce35 \ub04c\uc5b4\uc62c\ub838\ub2e4. HBM4E\ub294 \u25b314~16Gbps(\uae30\uac00\ube44\ud2b8)\uc758 \ud540\ub2f9 \ub3d9\uc791 \uc18d\ub3c4 \uad6c\ud604 \u25b3\ub2e8\uc77c \uce35 \uae30\uc900 \ucd08\ub2f9 3.6TB(\ud14c\ub77c\ubc14\uc774\ud2b8)\uc758 \ub300\uc5ed\ud3ed \u25b348GB(\uae30\uac00\ubc14\uc774\ud2b8)\uc758 \uc6a9\ub7c9 \ub4f1\uc744 \uac16\ucdc4\ub2e4. \ub3d9\uc791 \uc18d\ub3c4\ub294 HBM4\uc5d0 \ube44\ud574 20% \ud5a5\uc0c1\ub410\uace0 \ub300\uc5ed\ud3ed\uc740 9%, \uc6a9\ub7c9\uc740 30% \uc99d\uac00\ud588\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \u201cHBM4E\ub294 \uc800\uc804\ub825 \uc124\uacc4\uc640 \ud328\ud0a4\uc9d5 \uad6c\uc870 \ucd5c\uc801\ud654\ub97c \ud1b5\ud574 HBM4 \ub300\ube44 \uc5d0\ub108\uc9c0\ud6a8\uc728\uc774 16% \ub298\uc5b4\ub098\uace0 \uc5f4\uc800\ud56d \ud2b9\uc131\uc740 14% \uc774\uc0c1 \ud06c\uac8c \uac1c\uc120\ub410\ub2e4\u201d\uace0 \ubc1d\ud614\ub2e4.<\/p>\n<p>\uc5c5\uacc4\ub294 \uc0bc\uc131\uc804\uc790\uac00 HBM \ubd84\uc57c\uc5d0\uc11c \uc131\ub2a5\uacfc \uac1c\ubc1c \uc18d\ub3c4\ub97c \ub192\uc774\ub294 \ubc30\uacbd\uc5d0 \uba54\ubaa8\ub9ac\u00b7\ud30c\uc6b4\ub4dc\ub9ac\u00b7\ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc744 \uc544\uc6b0\ub974\ub294 \u2018\ud134\ud0a4(Turn-key)\u2019 \uc194\ub8e8\uc158\uc774 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uba54\ubaa8\ub9ac \uc0ac\uc5c5\ubd80\uc758 6\uc138\ub300(1c) D\ub7a8 \uacf5\uc815\uc744 \uc801\uc6a9\ud574 HBM\uc6a9 \ucf54\uc5b4(\uba54\ubaa8\ub9ac) \ub2e4\uc774\ub97c \uc81c\uc791\ud558\uace0, \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\ubd80\uc758 \uace0\uc218\uc728 4\u339a(\ub098\ub178\ubbf8\ud130\u00b710\uc5b5\ubd84\uc758 1m) \uacf5\uc815\uc73c\ub85c \ubca0\uc774\uc2a4(\ub85c\uc9c1) \ub2e4\uc774\ub97c \uc0dd\uc0b0\ud588\ub2e4. \uc5ec\uae30\uc5d0 \ud14c\uc2a4\ud2b8&amp;\ud328\ud0a4\uc9d5(TSP) \ucd1d\uad04\uc758 \uc131\uc219\ud654\ub41c \uc2dc\uc2a4\ud15c\uc778\ud328\ud0a4\uc9c0(SiP) \uae30\uc220\uae4c\uc9c0 \ub354\ud574 \uc81c\ud488 \uc644\uc131\ub3c4\ub97c \ub04c\uc5b4\uc62c\ub838\ub2e4. \ud2b9\ud788 \ud558\ub4dc\uc6e8\uc5b4 \uc124\uacc4\uc5d0\ub9cc \uba38\ubb34\ub974\uc9c0 \uc54a\uace0 HBM \uac1c\ubc1c \uc18d\ub3c4\ub97c \ub192\uc774\ub294 \u2018\uc18c\ud504\ud2b8\uc6e8\uc5b4 \uac1c\ubc1c \ud0a4\ud2b8(SDK)\u2019\uae4c\uc9c0 \ub3c5\uc790\uc801\uc73c\ub85c \uac16\ucd94\uba70 \uac1c\ubc1c \uae30\uac04\uc744 \ub2e8\ucd95\ud55c \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4.<\/p>\n<p>\uc0bc\uc131\uc804\uc790\ub294 HBM4E \uc0d8\ud50c \ucd9c\ud558\ub97c \uc2dc\uc791\uc73c\ub85c \uc591\uc0b0 \uc81c\ud488 \uacf5\uae09\uc5d0 \uc18d\ub3c4\ub97c \ub0bc \uacc4\ud68d\uc774\ub2e4. HBM4E\uc758 \ud575\uc2ec \ubb34\ub300\ub294 \uc5d4\ube44\ub514\uc544\uac00 \ub0b4\ub144 \ud558\ubc18\uae30 \ucd9c\uc2dc\ud560 \ucc28\uc138\ub300 \uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58(GPU) \u2018\ub8e8\ube48 \uc6b8\ud2b8\ub77c\u2019\ub2e4. \ub8e8\ube48 \uc6b8\ud2b8\ub77c\ub294 \ud328\ud0a4\uc9c0 \uad6c\uc870\ub97c \ud601\uc2e0\ud574 HBM \uc7a5\ucc29 \uacf5\uac04\uc744 \uae30\uc874 8\uac1c\uc5d0\uc11c 16\uac1c\ub85c \ub450 \ubc30 \ub298\ub838\ub2e4. \uc2dc\uc7a5\uc5d0\uc11c\ub294 \ub8e8\ube48 \uc6b8\ud2b8\ub77c\uac00 \ub0b4\ub144 \uc8fc\uc694 \uc81c\ud488\uc73c\ub85c \uc790\ub9ac \uc7a1\uc744 \uacbd\uc6b0 HBM4E \uae30\uc220\uc744 \uc120\uc810\ud55c \uc0bc\uc131\uc804\uc790\uc758 \ub9e4\ucd9c\uc774 \ud3ed\ubc1c\uc801\uc73c\ub85c \uc131\uc7a5\ud560 \uac83\uc774\ub77c\ub294 \ubd84\uc11d\uc774 \ub098\uc628\ub2e4. \ubc18\ub3c4\uccb4 \uc5c5\uacc4 \uad00\uacc4\uc790\ub294 \u201c2028\ub144\uae4c\uc9c0 HBM\uc758 \ucd1d\uc720\ud6a8\uc2dc\uc7a5(TAM) \uaddc\ubaa8\uac00 \ub9e4\ub144 90%\uc529 \ucee4\uc9c8 \uac83\uc73c\ub85c \uad00\uce21\ub41c\ub2e4\u201d\uba70 \u201cHBM4E\ub294 HBM4\uc5d0 \ube44\ud574 \ud504\ub9ac\ubbf8\uc5c4\uc774 \ubd99\uc5b4 \uac00\uaca9\uc774 \ub450 \ubc30\uc5d0 \ub2ec\ud574 \uc0bc\uc131\uc804\uc790\uc758 \ub9e4\ucd9c\uc774 \ud06c\uac8c \ub298\uc5b4\ub0a0 \uc218 \uc788\ub2e4\u201d\uace0 \uc124\uba85\ud588\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc0bc\uc131\uc804\uc790(005930) \uac00 \uc778\uacf5\uc9c0\ub2a5(AI) \uc778\ud504\ub77c\uc758 \ud575\uc2ec \ubc18\ub3c4\uccb4\uc778 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uae30\uc220 \uac1c\ubc1c \ub3c5\uc8fc \uccb4\uc81c\ub97c \uad73\ud788\uace0 \uc788\ub2e4. \uc62c 2\uc6d4 \uc5c5\uacc4 \ucd5c\ucd08\ub85c 6\uc138\ub300<\/p>\n","protected":false},"author":1,"featured_media":36881,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-36882","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_20260529111620_48712-1.png",1000,750,false]},"post_excerpt_stackable":"<p>\uc0bc\uc131\uc804\uc790(005930) \uac00 \uc778\uacf5\uc9c0\ub2a5(AI) \uc778\ud504\ub77c\uc758 \ud575\uc2ec \ubc18\ub3c4\uccb4\uc778 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uae30\uc220 \uac1c\ubc1c \ub3c5\uc8fc \uccb4\uc81c\ub97c \uad73\ud788\uace0 \uc788\ub2e4. \uc62c 2\uc6d4 \uc5c5\uacc4 \ucd5c\ucd08\ub85c 6\uc138\ub300 HBM(HBM4) \uc591\uc0b0\uc5d0 \ub3cc\uc785\ud55c \ub370 \uc774\uc5b4 \uc138\uacc4 \ucd5c\ucd08\ub85c 7\uc138\ub300 HBM4E \uc0d8\ud50c\uae4c\uc9c0 \ucd9c\ud558\ud558\uba70 \uacbd\uc7c1\uc0ac\ub4e4\uacfc \uae30\uc220 \uaca9\ucc28\ub97c \ubc8c\ub9ac\uace0 \uc788\ub2e4. \uc0bc\uc131\uc804\uc790\uac00 \uba54\ubaa8\ub9ac, \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1 \uc0dd\uc0b0), \ud328\ud0a4\uc9d5\uc744 \uc544\uc6b0\ub974\ub294 \uc218\uc9c1 \uacc4\uc5f4\ud654\ub85c HBM \uc2dc\uc7a5\uc758 \ud750\ub984\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4. 29\uc77c \uc0bc\uc131\uc804\uc790\ub294 HBM4E 12\ub2e8 \uc0d8\ud50c\uc744 \uae00\ub85c\ubc8c \uace0\uac1d\uc0ac\uc5d0 \uc138\uacc4 \ucd5c\ucd08\ub85c \uacf5\uae09\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc774\ubc88 \ub0a9\ud488\uc744 \ud1b5\ud574 \uc62c\ud574 \ud558\ubc18\uae30\ub85c \uc608\uc815\ub410\ub358 \uc0d8\ud50c \ucd9c\ud558 \uc2dc\uc810\uc744 \ubc18\ub144 \uc55e\ub2f9\uacbc\ub2e4. SK\ud558\uc774\ub2c9\uc2a4(000660) \uc640 \ub9c8\uc774\ud06c\ub860 \ub4f1 \uacbd\uc7c1\uc0ac\ub4e4\uc774 \uc62c \ud558\ubc18\uae30 \uc0d8\ud50c \uacf5\uae09\uc744 \uc608\uace0\ud55c \uc810\uc744 \uac10\uc548\ud558\uba74 \uc0bc\uc131\uc804\uc790\uc758 \uae30\uc220 \uac1c\ubc1c \uc18d\ub3c4\uac00 \uc57d 6\uac1c\uc6d4 \uc55e\uc120 \uac83\uc774\ub2e4. \ud669\uc0c1\uc900 \uc0bc\uc131\uc804\uc790 \uba54\ubaa8\ub9ac \uc0ac\uc5c5\ubd80 \uac1c\ubc1c\ub2f4\ub2f9 \ubd80\uc0ac\uc7a5\uc740 \u201cHBM4&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>\uc0bc\uc131 AI\uce69 \ucd08\uaca9\ucc28\u2026\u20187\uc138\ub300 HBM\u2019 \ubc18\ub144 \ube68\ub790\ub2e4 - 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=36882\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\uc0bc\uc131 AI\uce69 \ucd08\uaca9\ucc28\u2026\u20187\uc138\ub300 HBM\u2019 \ubc18\ub144 \ube68\ub790\ub2e4 - 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