{"id":36938,"date":"2026-05-30T08:20:22","date_gmt":"2026-05-29T23:20:22","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=36938"},"modified":"2026-05-30T08:20:22","modified_gmt":"2026-05-29T23:20:22","slug":"%ec%98%81%ec%83%81%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90-%ec%8b%9c%ec%b4%9d-%ec%9a%b0%ec%84%a0%ec%a3%bc-%ed%8f%ac%ed%95%a8-2015%ec%a1%b0%ea%b5%ad%eb%82%b4-%ec%b2%ab-2000%ec%a1%b0-%eb%8f%8c","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=36938","title":{"rendered":"\uc601\uc0c1\uc0bc\uc131\uc804\uc790 \uc2dc\ucd1d \uc6b0\uc120\uc8fc \ud3ec\ud568 2015\uc870\u2026\uad6d\ub0b4 \uccab 2000\uc870 \ub3cc\ud30c"},"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 \uc0bc\uc131\uc804\uc790(005930) \uc5ed\uc0ac\uc801 \uc2dc\ucd1d 2000\uc870 \ub3cc\ud30c: \uc0bc\uc131\uc804\uc790 \uc6b0\uc120\uc8fc \ud569\uc0b0 \uc2dc\ucd1d\uc774 \ucc98\uc74c\uc73c\ub85c 2000\uc870 \uc6d0\uc744 \ub118\uc5b4\uc11c\uba70 \uc62c\ud574 1\uc6d4 1000\uc870 \uc6d0 \ub3cc\ud30c \uc774\ud6c4 4\uac1c\uc6d4 \ub9cc\uc5d0 \ub450 \ubc30\ub85c \ubd88\uc5b4\ub0ac\ub2e4. HBM4E 12\ub2e8 \uc0d8\ud50c\uc758 \uc138\uacc4 \ucd5c\ucd08 \ucd9c\ud558\uc640 \uc564\uc2a4\ub85c\ud53d \ud22c\uc790 \uc18c\uc2dd\uc774 \ub9de\ubb3c\ub9ac\uba70 \uc8fc\uac00 \uc7ac\ud3c9\uac00 \ub3d9\ub825\uc774 \ud55c\uce35 \uac15\ud654\ub410\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n

\u25a0 \uc0bc\uc131\uc804\uc790 HBM4E, \uacbd\uc7c1\uc0ac\ubcf4\ub2e4 6\uac1c\uc6d4 \uc55e\uc11c: \uc0bc\uc131\uc804\uc790\uac00 7\uc138\ub300 HBM4E \uc0d8\ud50c\uc744 \uc62c \ud558\ubc18\uae30 \ucd9c\ud558 \uc608\uc815\uc774\ub358 \uc77c\uc815\ubcf4\ub2e4 \ubc18\ub144 \uc55e\ub2f9\uaca8 \uae00\ub85c\ubc8c \uace0\uac1d\uc0ac\uc5d0 \uc138\uacc4 \ucd5c\ucd08\ub85c \uacf5\uae09\ud588\ub2e4. 2028\ub144\uae4c\uc9c0 HBM \ucd1d\uc720\ud6a8\uc2dc\uc7a5(TAM)\uc774 \ub9e4\ub144 90%\uc529 \ud655\ub300\ub420 \uac83\uc73c\ub85c \uad00\uce21\ub418\ub294 \uac00\uc6b4\ub370, HBM4E\ub294 HBM4 \ub300\ube44 \ub450 \ubc30 \uc218\uc900\uc758 \uac00\uaca9 \ud504\ub9ac\ubbf8\uc5c4\uc774 \ud615\uc131\ub420 \uac83\uc774\ub77c\ub294 \uc804\ub9dd\uc774 \ub098\uc628\ub2e4.<\/p>\n

\u25a0 \ubc18\ub3c4\uccb4 ETF \ub0b4 \uc790\uae08 \uc3e0\ub9bc \ubd84\ud654 \uc2ec\ud654: \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4(000660) \ub2e8\uc77c\uc885\ubaa9 \ub808\ubc84\ub9ac\uc9c0 4\uc885\uc5d0 \uc0c1\uc7a5 \uc0ac\ud758 \ub9cc\uc5d0 \uac1c\uc778 \uc21c\ub9e4\uc218 3\uc870 8695\uc5b5 \uc6d0\uc774 \uc720\uc785\ub418\uba70 \ubd84\uc0b0\ud615 \ubc18\ub3c4\uccb4 ETF\uc5d0\uc11c \uc9d1\uc911\ud615 \uc0c1\ud488\uc73c\ub85c \uc790\uae08\uc774 \ube60\ub974\uac8c \uc774\ub3d9\ud558\uace0 \uc788\ub2e4. KODEX \ubc18\ub3c4\uccb4\ub808\ubc84\ub9ac\uc9c0 \ub4f1 \uae30\uc874 \uc5c5\uc885\ud615 ETF\uc5d0\uc11c\ub294 \uad34\ub9ac\uc728 \ucd08\uacfc \uacf5\uc2dc\uae4c\uc9c0 \ubc1c\uc0dd\ud574 \ud22c\uc790\uc790 \ubd88\ub9cc\uc774 \uace0\uc870\ub418\ub294 \uc0c1\ud669\uc774\ub2e4.<\/p>\n

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

1. \u2018\uc2dc\ucd1d 2000\uc870\u2019 \uace0\uc9c0 \ub6ab\uc740 \uc0bc\uc131\uc804\uc790\u2026SK\ud558\uc774\ub2c9\uc2a4\ub3c4 \ub9f9\ucd94\uaca9<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc0bc\uc131\uc804\uc790 \uc6b0\uc120\uc8fc \ud569\uc0b0 \uc2dc\ucd1d\uc774 2015\uc870 7505\uc5b5 \uc6d0\uc744 \uae30\ub85d\ud558\uba70 \uad6d\ub0b4 \uae30\uc5c5 \ucd5c\ucd08\ub85c 2000\uc870 \uc6d0\uc744 \ub3cc\ud30c\ud588\uace0, \uc8fc\uac00\ub294 2018\ub144 \uc561\uba74\ubd84\ud560 \uc774\ud6c4 \uc885\uac00 \uae30\uc900 \ucd5c\uace0\uce58\uc778 31\ub9cc 7000\uc6d0\uc5d0 \ub9c8\uac10\ud588\ub2e4. HBM4E \uc0d8\ud50c \uc138\uacc4 \ucd5c\ucd08 \ucd9c\ud558\uc640 \uc564\uc2a4\ub85c\ud53d \ub300\uaddc\ubaa8 \ud22c\uc790 \uc18c\uc2dd\uc774 \ud22c\uc790 \uc2ec\ub9ac\ub97c \uc790\uadf9\ud588\uc73c\uba70, \uae00\ub85c\ubc8c AI \uc778\ud504\ub77c \ud22c\uc790 \uae09\uc99d\uc5d0 \ub530\ub978 \ubc18\ub3c4\uccb4 \uc288\ud37c\uc0ac\uc774\ud074\uc774 \ub2e8\uae30\uc5d0 \ub05d\ub098\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\ub294 \uad00\uce21\uc774 \ub9de\ubb3c\ub9b0 \uacb0\uacfc\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc5f0\ucd08 \ub300\ube44 \uc8fc\uac00 \uc0c1\uc2b9\ub960\uc740 244.6%\ub85c \uc0bc\uc131\uc804\uc790(146.7%)\ub97c 1.67\ubc30 \uc55e\uc130\uace0, \uc774\ub0a0 \uc2dc\ucd1d \uaca9\ucc28\ub294 \uc5f0\ucd08 268\uc870 \uc6d0\uc5d0\uc11c 191\uc870 \uc6d0\uc73c\ub85c \uc881\ud600\uc84c\ub2e4. \ud55c\uad6d\ud22c\uc790\uc99d\uad8c\uc740 \uc0bc\uc131\uc804\uc790 \ubaa9\ud45c\uc8fc\uac00\ub97c 57\ub9cc \uc6d0\uc73c\ub85c \uc81c\uc2dc\ud574 \ud604 \uc885\uac00 \ub300\ube44 79.8%\uc758 \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\ub825\uc774 \uc788\ub2e4\ub294 \uc9c4\ub2e8\uc774\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. \uc0bc\uc131 AI\uce69 \ucd08\uaca9\ucc28\u2026\u20187\uc138\ub300 HBM\u2019 \ubc18\ub144 \ube68\ub790\ub2e4<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc0bc\uc131\uc804\uc790\uac00 HBM4E 12\ub2e8 \uc0d8\ud50c\uc744 \uae00\ub85c\ubc8c \uace0\uac1d\uc0ac\uc5d0 \uc138\uacc4 \ucd5c\ucd08 \uacf5\uae09\ud558\uba70 \uacbd\uc7c1\uc0ac\ub4e4\uc774 \uc608\uace0\ud55c \ud558\ubc18\uae30 \ucd9c\ud558 \uc2dc\uc810\ubcf4\ub2e4 \uc57d 6\uac1c\uc6d4 \uc55e\uc130\ub2e4. HBM4E\ub294 HBM4 \ub300\ube44 \ub3d9\uc791 \uc18d\ub3c4 20%, \ub300\uc5ed\ud3ed 9%, \uc6a9\ub7c9 30% \ud5a5\uc0c1\ub410\uc73c\uba70 \uc5d0\ub108\uc9c0\ud6a8\uc728\ub3c4 16% \uac1c\uc120\ub410\ub2e4. \uba54\ubaa8\ub9ac\u00b7\ud30c\uc6b4\ub4dc\ub9ac\u00b7\ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc744 \uc544\uc6b0\ub974\ub294 \ud134\ud0a4 \uc194\ub8e8\uc158\uacfc \ub3c5\uc790\uc801 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uac1c\ubc1c \ud0a4\ud2b8(SDK)\uac00 \uac1c\ubc1c \uae30\uac04 \ub2e8\ucd95\uc758 \ubc30\uacbd\uc73c\ub85c \uaf3d\ud78c\ub2e4. \ub0b4\ub144 \ud558\ubc18\uae30 \ucd9c\uc2dc \uc608\uc815\uc778 \uc5d4\ube44\ub514\uc544 \ucc28\uc138\ub300 GPU \u2018\ub8e8\ube48 \uc6b8\ud2b8\ub77c\u2019\uac00 HBM \uc7a5\ucc29 \uacf5\uac04\uc744 \uae30\uc874 8\uac1c\uc5d0\uc11c 16\uac1c\ub85c \ub450 \ubc30 \ub298\ub9ac\ub294 \uad6c\uc870\ub85c \uc124\uacc4\ub3fc, HBM4E\ub97c \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.<\/p>\n

3. \ucf54\uc2a4\ud53c \ucd5c\uace0\uce58 \uc9c8\uc8fc\uc5d0 \ube5a\ud22c \u201837\uc870\u2019 \uc0ac\uc0c1\ucd5c\ub300<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ucf54\uc2a4\ud53c\uac00 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud558\ub294 \uac00\uc6b4\ub370 \uc2e0\uc6a9\uac70\ub798 \uc735\uc790 \uc794\uc561\uc774 28\uc77c \uae30\uc900 37\uc870 687\uc5b5 \uc6d0\uc73c\ub85c \uc5ed\ub300 \ucd5c\ub300\uce58\ub97c \uc7ac\ucc28 \uac08\uc544\uce58\uc6e0\ub2e4. \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \uac01\uac01\uc758 \ube5a\ud22c \uaddc\ubaa8\uac00 4\uc870 2411\uc5b5 \uc6d0, 3\uc870 4607\uc5b5 \uc6d0\uc5d0 \ub2ec\ud558\ub294 \ub4f1 \ub300\ud615 \ubc18\ub3c4\uccb4\uc8fc \uc911\uc2ec\uc73c\ub85c \ucc28\uc785 \ub9e4\uc218\uac00 \uc9d1\uc911\ub418\ub294 \uc591\uc0c1\uc774\ub2e4. \ud22c\uc790\uc790 \uc608\ud0c1\uae08\ub3c4 28\uc77c 131\uc870 1318\uc5b5 \uc6d0\uc73c\ub85c \uc77c\uc8fc\uc77c \uc0c8 \uc57d 8\uc870 7000\uc5b5 \uc6d0 \uc99d\uac00\ud558\uba70 \uc2dc\uc7a5 \uc720\uc785 \uc790\uae08\uc774 \ud655\ub300\ub418\ub294 \ud750\ub984\uc774\ub2e4. \ub2e4\ub9cc \uc870\uc815 \uad6d\uba74 \uc9c4\uc785 \uc2dc \ubc18\ub300\ub9e4\ub9e4 \uc555\ub825\uc774 \ub3d9\ubc18 \ud655\ub300\ub420 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\ub3c4 \ucee4\uc9c0\ub294 \uc0c1\ud669\uc774\ub2e4.<\/p>\n

4. \ub2e8\uc77c \ub808\ubc84\ub9ac\uc9c0 \ud6c4\ud3ed\ud48d\u2026\ubc18\ub3c4\uccb4 ETF\ub3c4 \uc120\ubcc4\uc804<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc0bc\uc131\u00b7\ubbf8\ub798\uc5d0\uc14b\uc790\uc0b0\uc6b4\uc6a9\uc774 \ucd9c\uc2dc\ud55c \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4 \ub2e8\uc77c\uc885\ubaa9 \ub808\ubc84\ub9ac\uc9c0 4\uc885\uc5d0 \uc0c1\uc7a5 \uc0ac\ud758\uac04 3\uc870 8695\uc5b5 \uc6d0\uc758 \uac1c\uc778 \uc21c\ub9e4\uc218 \uc790\uae08\uc774 \uc3df\uc544\uc84c\ub2e4. \uac19\uc740 \uae30\uac04 KODEX \ubc18\ub3c4\uccb4\ub808\ubc84\ub9ac\uc9c0(-8592\uc5b5 \uc6d0), TIGER \ubc18\ub3c4\uccb4TOP10\ub808\ubc84\ub9ac\uc9c0(-5429\uc5b5 \uc6d0) \ub4f1 \ubd84\uc0b0\ud615 \uc5c5\uc885 ETF\uc5d0\uc11c\ub294 \uc790\uae08\uc774 \ube60\uc838\ub098\uac00 \uc9d1\uc911\ud615\u00b7\ubd84\uc0b0\ud615 \uac04 \uc591\uadf9\ud654\uac00 \ub69c\ub837\ud574\uc84c\ub2e4. \uc774\ub2ec 29\uc77c \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4 \uc8fc\uac00\uac00 \uac01\uac01 5.84%, 1.92% \uc0c1\uc2b9\ud558\ub294 \ub3d9\uc548 KODEX \ubc18\ub3c4\uccb4\ub808\ubc84\ub9ac\uc9c0\uc640 TIGER \ubc18\ub3c4\uccb4TOP10\ub808\ubc84\ub9ac\uc9c0 \uc218\uc775\ub960\uc740 1.14%, -0.46%\uc5d0 \uba38\ubb3c\ub800\ub2e4. \uc885\ubaa9 \uac04 \uc8fc\uac00 \ud750\ub984\uc774 \uc5c7\uac08\ub9b4\uc218\ub85d \uc720\ub3d9\uc131\uacf5\uae09\uc790(LP)\uc758 \ud5e4\uc9c0 \ubd80\ub2f4\uc774 \ucee4\uc838 \uad34\ub9ac\uc728 \uad00\ub9ac\uac00 \uc77c\uc2dc\uc801\uc73c\ub85c \uc704\ucd95\ub420 \uc218 \uc788\ub2e4\ub294 \uc124\uba85\uc774\ub2e4.<\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uae08\ub9ac \uc624\ub978\ub2e4\ub294\ub370\u2026\ub300\ucd9c\uc740 \u2018\ubcc0\ub3d9\ud615\u2019 \uc3e0\ub9bc<\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc0b0\uc5c5\ubd80 \u201c\ud22c\uc790\u201d \ub178\ub3d9\ubd80 \u201c\ubc30\ubd84\u201d\u2026\ubc18\ub3c4\uccb4 \ucd08\uacfc\uc774\uc724 \ub17c\uc7c1\uc5d0 \uc7a5\uad00\ub4e4\ub3c4 \ucc38\uc804 <\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \ucf54\uc2a4\ud53c \ucd5c\uace0\uce58 \uc9c8\uc8fc\uc5d0 \ube5a\ud22c \u201837\uc870\u2019 \uc0ac\uc0c1\ucd5c\ub300<\/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":36937,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[29],"tags":[],"class_list":["post-36938","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economy"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/05\/news_img_20260529232022_85440-1.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 \uc0bc\uc131\uc804\uc790(005930) \uc5ed\uc0ac\uc801 \uc2dc\ucd1d 2000\uc870 \ub3cc\ud30c: \uc0bc\uc131\uc804\uc790 \uc6b0\uc120\uc8fc \ud569\uc0b0 \uc2dc\ucd1d\uc774 \ucc98\uc74c\uc73c\ub85c 2000\uc870 \uc6d0\uc744 \ub118\uc5b4\uc11c\uba70 \uc62c\ud574 1\uc6d4 1000\uc870 \uc6d0 \ub3cc\ud30c \uc774\ud6c4 4\uac1c\uc6d4 \ub9cc\uc5d0 \ub450 \ubc30\ub85c \ubd88\uc5b4\ub0ac\ub2e4. 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