{"id":38074,"date":"2026-06-13T11:39:17","date_gmt":"2026-06-13T02:39:17","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=38074"},"modified":"2026-06-13T11:39:17","modified_gmt":"2026-06-13T02:39:17","slug":"%ec%98%81%ec%83%81%ec%a0%95%eb%b6%80-7500%ec%96%b5-%ec%8a%b9%eb%b6%80%ec%88%98%ec%a0%84%eb%a0%a5%eb%b0%98%eb%8f%84%ec%b2%b4-%ed%82%a4%ec%9a%b4%eb%8b%a4","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=38074","title":{"rendered":"\uc601\uc0c1\uc815\ubd80 7500\uc5b5 \uc2b9\ubd80\uc218\u2026\uc804\ub825\ubc18\ub3c4\uccb4 \ud0a4\uc6b4\ub2e4"},"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 AI \uacf5\uae09\ub9dd \uc7ac\ud3b8: \uc5d4\ube44\ub514\uc544\u00b7\uc560\ud50c \ub4f1 \uae00\ub85c\ubc8c \ube45\ud14c\ud06c\ub4e4\uc758 \uc218\uc694\uac00 \ud3ed\uc99d\ud558\uba74\uc11c TSMC\uc758 3\ub098\ub178 \uc774\ud558 \uc120\ub2e8 \uacf5\uc815\uc5d0 \ubcd1\ubaa9\ud604\uc0c1\uc774 \uc2ec\ud654\ub410\uace0, \uc6e8\uc774\uc800\uc790 TSMC \ud68c\uc7a5\uc740 \uc8fc\uc8fc\ucd1d\ud68c\uc5d0\uc11c \u201c\uace0\uac1d \uc218\uc694\uac00 \ub108\ubb34 \ub9ce\uc544 \uac10\ub2f9\ud558\ub294 \ub370 \ud55c\uacc4\uac00 \uc788\ub2e4\u201d\uace0 \uc9c1\uc811 \ud1a0\ub85c\ud588\ub2e4. \uc774\uc5d0 \uad6c\uae00\uc740 10\uc138\ub300 TPU(\ud150\uc11c\ucc98\ub9ac\uc7a5\uce58\u00b7AI \uc5f0\uc0b0 \uc804\uc6a9 \uce69) \uc0dd\uc0b0\uc5d0\uc11c \uc0bc\uc131\uc804\uc790(005930) \uc758 2\ub098\ub178 \uacf5\uc815\uc744 \ud65c\uc6a9\ud558\ub294 \uc774\uc6d0\ud654 \uad6c\uc131\uc744 \uac80\ud1a0\ud558\uace0 \uc788\uc73c\uba70, \uc0bc\uc131\uc804\uc790\ub3c4 \ud14c\uc2ac\ub77c \uc790\uc728\uc8fc\ud589 \uce69 \uc57d 25\uc870 \uc6d0 \uc218\uc8fc\uc5d0 \uc774\uc5b4 \uace0\uac1d\uc0ac \uc678\uc5f0\uc744 \ube60\ub974\uac8c \ub113\ud788\ub294 \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n

\u25a0 AI \uc778\ud504\ub77c \uc790\ub9bd\ud654: \uc564\uc2a4\ub85c\ud53d\uc774 AWS\u00b7\uad6c\uae00 \ub4f1 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec(\ub300\uaddc\ubaa8 \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc0ac) \uc11c\ubc84\uc5d0 \uc758\uc874\ud558\ub358 \ubc29\uc2dd\uc5d0\uc11c \ubc97\uc5b4\ub098 \ucc98\uc74c\uc73c\ub85c \ub370\uc774\ud130\uc13c\ud130 \uc784\ub300 \uacc4\uc57d\uc5d0 \ub098\uc130\ub2e4. \ud074\ub85c\ub4dc \ucf54\ub4dc\u00b7\ud074\ub85c\ub4dc \ucf54\uc6cc\ud06c \ub4f1 AI \uc5d0\uc774\uc804\ud2b8 \uc774\uc6a9\uc790\uac00 \uae09\uc99d\ud558\uba74\uc11c \uc11c\ubc84 \uc6a9\ub7c9\uc774 \ud55c\uacc4\uc5d0 \ubd80\ub52a\ud614\uace0, \uc790\uccb4 \uc11c\ubc84 \uad6c\ucd95\uc744 \ud1b5\ud574 \ud1a0\ud070(AI\uac00 \ud14d\uc2a4\ud2b8\ub97c \ucc98\ub9ac\ud558\ub294 \uae30\ubcf8 \ub2e8\uc704) \uc0dd\uc0b0 \uc6d0\uac00\ub97c \ub0ae\ucd94\uaca0\ub2e4\ub294 \uc804\ub7b5\uc774\ub2e4.<\/p>\n

\u25a0 SMR\u00b7\uc804\ub825\ubc18\ub3c4\uccb4 \uacbd\uc7c1: \uc77c\ubcf8\uc774 \ubbf8\uad6d\uc5d0 SMR(\uc18c\ud615\ubaa8\ub4c8\uc6d0\uc804) \ud22c\uc790\ub85c\ub9cc 10\uc870 \uc5d4 \uc774\uc0c1\uc744 \uc3df\uc544\ubd93\uae30\ub85c \ud55c \uac00\uc6b4\ub370, \ud55c\uad6d \uc815\ubd80\ub3c4 \ucc28\uc138\ub300 \uc804\ub825\ubc18\ub3c4\uccb4\ub97c \u2018\uc81c2\uc758 \uba54\ubaa8\ub9ac\u2019\ub85c \ud0a4\uc6b0\uae30 \uc704\ud574 \uad6d\ube44 5000\uc5b5 \uc6d0 \uc774\uc0c1\uc758 R&D\uc5d0 \ucc29\uc218\ud55c\ub2e4. AI \ub370\uc774\ud130\uc13c\ud130\uc640 \uc804\uae30\ucc28\u00b7\uc804\ub825\ub9dd \uc218\uc694 \ud655\ub300\ub85c \uc804\ub825\ubc18\ub3c4\uccb4\uc758 \uc804\ub7b5\uc801 \uac00\uce58\uac00 \uae09\ubd80\uc0c1\ud55c \uc0c1\ud669\uc774\ub2e4.<\/p>\n

[\uae30\uc5c5 CEO \uad00\uc2ec \ub274\uc2a4]<\/p>\n

1. TSMC \ubcd1\ubaa9\uc774 \ubc14\uafbc AI \uacf5\uae09\ub9dd\u2026\uad6c\uae00\uacfc 2\ub098\ub178\u00b7HBM \uc804\ubc29\uc704 \ud611\ub825<\/p>\n

– \ud575\uc2ec \uc694\uc57d: AI \ubc18\ub3c4\uccb4 \uc218\uc694 \ud3ed\uc99d\uc73c\ub85c TSMC\uc758 \uc0dd\uc0b0\ub2a5\ub825\uc774 \uc784\uacc4\uc810\uc5d0 \ub2ec\ud558\uba74\uc11c \uae00\ub85c\ubc8c \ube45\ud14c\ud06c\ub4e4\uc774 \uba40\ud2f0 \ud30c\uc6b4\ub4dc\ub9ac \uc804\ub7b5\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\ub2e4. \uad6c\uae00\uc740 2028\ub144 \uc591\uc0b0\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 10\uc138\ub300 TPU \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \ud575\uc2ec \uc5f0\uc0b0 \uce69\uc740 TSMC 1.4\ub098\ub178 \uacf5\uc815\uc5d0 \ub9e1\uae30\ub418, HBM(\uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac)\uacfc \uc5f0\uc0b0\uc7a5\uce58\ub97c \uc5f0\uacb0\ud558\ub294 I\/O \ub2e4\uc774(\uba54\ubaa8\ub9ac \uc785\ucd9c\ub825 \uc5f0\uacb0 \ubd80\ud488)\ub294 \uc0bc\uc131\uc804\uc790 2\ub098\ub178 \uacf5\uc815 \ud65c\uc6a9\uc744 \uac80\ud1a0 \uc911\uc774\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc774\ubc88 \ub17c\uc758\ub97c \uacc4\uae30\ub85c \ud30c\uc6b4\ub4dc\ub9ac\u00b7HBM\u00b7\ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc744 \ud1b5\ud569 \uc81c\uacf5\ud558\ub294 IDM(\uc885\ud569\ubc18\ub3c4\uccb4\uae30\uc5c5) \ud134\ud0a4 \uc194\ub8e8\uc158 \uacbd\uc7c1\ub825\uc744 \uc785\uc99d\ud560 \uae30\ud68c\ub97c \uc7a1\uc558\ub2e4. \ud55c\uad6d\ud22c\uc790\uc99d\uad8c\uc740 \uc0bc\uc131\uc804\uc790 \ube44\uba54\ubaa8\ub9ac \uc0ac\uc5c5\uc774 \uc62c 4\ubd84\uae30 \ud751\uc790 \uc804\ud658 \ud6c4 2027\ub144 4\ubd84\uae30 \ubd84\uae30 \uc601\uc5c5\uc774\uc775 7310\uc5b5 \uc6d0\uc744 \uae30\ub85d\ud558\uba70 \ubcf8\uaca9\uc801\uc778 \ud134\uc5b4\ub77c\uc6b4\ub4dc \uad6c\uac04\uc5d0 \uc9c4\uc785\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4.<\/p>\n

2. \uc564\uc2a4\ub85c\ud53d, \uc790\uccb4 \uc11c\ubc84 \uad6c\ucd95\u2026\ud1a0\ud070 \uc0dd\uc0b0 \uc6d0\uac00\ubd80\ud130 \ub0ae\ucd98\ub2e4<\/p>\n

– \ud575\uc2ec \uc694\uc57d: AI \ubaa8\ub378 \ud074\ub85c\ub4dc \uac1c\ubc1c\uc0ac \uc564\uc2a4\ub85c\ud53d\uc774 \ucd5c\uadfc \uba87 \ub2ec \ub3d9\uc548 \ubbf8\uad6d \uac1c\ubc1c\uc0ac\ub4e4\uacfc \ub370\uc774\ud130\uc13c\ud130 \uc784\ub300 \uc758\ud5a5\uc11c\ub97c \ucd5c\uc18c 12\uac74 \uccb4\uacb0\ud55c \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4. \ud074\ub85c\ub4dc \ucf54\ub4dc\u00b7\ud074\ub85c\ub4dc \ucf54\uc6cc\ud06c \ub4f1 AI \uc5d0\uc774\uc804\ud2b8 \uc774\uc6a9\uc790\uac00 \uae09\uc99d\ud558\uba74\uc11c \uc11c\ubc84 \uc6a9\ub7c9 \ubd80\uc871\uc73c\ub85c \uc0ac\uc6a9\ub7c9 \uc81c\ud55c \uc870\uce58\ub97c \ucde8\ud558\ub294 \ub4f1 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \uc758\uc874\uc758 \ud55c\uacc4\uac00 \ub4dc\ub7ec\ub0ac\uace0, \uc774\ub97c \uacc4\uae30\ub85c \uc790\uccb4 \uc11c\ubc84 \uad6c\ucd95\uc744 \uacb0\uc815\ud55c \uac83\uc73c\ub85c \ud480\uc774\ub41c\ub2e4. \uc7ac\ubb34 \ubd80\ub2f4\uc744 \uc904\uc774\uae30 \uc704\ud574 \uad6c\uae00 TPU\ub97c \uc0ac\uc6a9\ud558\ub294 \uc870\uac74\uc73c\ub85c \uad6c\uae00\uc774 \uc784\ub300\ub8cc \uc9c0\uae09\ubcf4\uc99d\uc744 \uc11c\ub294 \ubc29\uc2dd\ub3c4 \uac80\ud1a0\ub418\uace0 \uc788\ub2e4. \uc564\uc2a4\ub85c\ud53d\uc758 \ucd5c\ub300 \uacbd\uc7c1\uc0ac \uc624\ud508AI\ub3c4 \ubbf8\uad6d \uc624\ud558\uc774\uc624\uc8fc 10GW \uaddc\ubaa8 \ub370\uc774\ud130\uc13c\ud130 \ub2e8\uc9c0 \uc784\ub300 \ud611\uc0c1\uc744 \uc9c4\ud589 \uc911\uc73c\ub85c, AI \uc5c5\uacc4 \uc804\ubc18\uc5d0\uc11c \uc790\uccb4 \uc778\ud504\ub77c \ud655\ubcf4 \uacbd\uc7c1\uc774 \ubcf8\uaca9\ud654\ud558\ub294 \uc0c1\ud669\uc774\ub2e4.<\/p>\n

3. \u65e5 \ub300\ubbf8 \ud22c\uc790 3\ud638\ub3c4 SMR\u2026\uc6d0\uc804\uc5d0\ub9cc 10\uc870 \uc5d4 \ub118\uac8c \ud22c\uc785\ud560 \ub4ef<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc77c\ubcf8\uc774 \ucd1d \ub300\ubbf8 \ud22c\uc790\uae08 5500\uc5b5 \ub2ec\ub7ec(\uc57d 835\uc870 \uc6d0) \uac00\uc6b4\ub370 \uc57d 10\uc870 \uc5d4(\uc57d 95\uc870 \uc6d0)\uc744 SMR \uac74\uc124\uc5d0 \ud22c\uc790\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. \ubbf8\uad6d SMR \uc5c5\uccb4 \ub274\uc2a4\ucf00\uc77c\ud30c\uc6cc\uc5d0 \ucd5c\ub300 250\uc5b5 \ub2ec\ub7ec(\uc57d 38\uc870 \uc6d0), GE\ubc84\ub178\ubc14\u00b7\ud788\ud0c0\uce58\uc81c\uc791\uc18c SMR \uac74\uc124\uc5d0 \ucd5c\ub300 400\uc5b5 \ub2ec\ub7ec(\uc57d 60\uc870 \uc6d0) \ud22c\uc790\uac00 \uc720\ub825\ud558\uba70, \uac74\uc124\uc9c0\ub85c\ub294 \ud14c\ub124\uc2dc\uc8fc\uac00 \uac70\ub860\ub41c\ub2e4. \ud558\uc6cc\ub4dc \ub7ec\ud2b8\ub2c9 \ubbf8 \uc0c1\ubb34\uc7a5\uad00\uc740 \u201c\ubbf8\uad6d\uc774 SMR\uc5d0\uc11c \uc138\uacc4\ub97c \uc8fc\ub3c4\ud558\uace0 \uc2f6\ub2e4\u201d\uba70 \ubbf8\uc77c \uacf5\ub3d9 SMR \uacf5\uae09\ub9dd\uc744 \uad6c\ucd95\ud574 \uc138\uacc4\uc5d0 \uc218\ucd9c\ud558\uaca0\ub2e4\ub294 \uad6c\uc0c1\uc744 \ubc1d\ud614\ub2e4. \ub2e4\ub9cc \uc77c\ubcf8 \uae30\uc5c5 \uc0ac\uc774\uc5d0\uc11c\ub294 1\ud638 \ud22c\uc790 \uc218\uc775\uc131 \uac80\ud1a0\uac00 \ub9c8\ubb34\ub9ac\ub418\uc9c0 \uc54a\uc740 \uc0c1\ud0dc\uc5d0\uc11c \uc815\ubd80\uac00 \uc18d\ub3c4\ub97c \ub0b4\uace0 \uc788\ub2e4\ub294 \ube44\ud310\ub3c4 \ub098\uc624\ub294 \uc0c1\ud669\uc774\ub2e4.<\/p>\n

4. \u201c\uc804\ub825\ubc18\ub3c4\uccb4\ub97c \uc81c2 \uba54\ubaa8\ub9ac\ub85c\u201d\u2026\uc815\ubd80, R&D\uc5d0 5000\uc5b5 \uc774\uc0c1 \ud22c\uc785<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc815\ubd80\uac00 \u2018\ucd08\ud601\uc2e0\uacbd\uc81c \ud504\ub85c\uc81d\ud2b8\u2019\uc758 \uc77c\ud658\uc73c\ub85c \ucc28\uc138\ub300 \uc804\ub825\ubc18\ub3c4\uccb4 \uc0c1\uc6a9\ud654 \uae30\uc220 \ub85c\ub4dc\ub9f5\uc744 \uc774\ub2ec \uc911 \ub9c8\ubb34\ub9ac\ud558\uace0 \ub300\ud615 R&D \uae30\ud68d\uc5d0 \ucc29\uc218\ud55c\ub2e4. \uad6d\ube44 5000\uc5b5 \uc6d0 \uc774\uc0c1\uc774 \ud22c\uc785\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \ubbfc\uac04 \ub9e4\uce6d\uae4c\uc9c0 \ub354\ud558\uba74 \uc804\uccb4 \uc0ac\uc5c5 \uaddc\ubaa8\ub294 7500\uc5b5 \uc6d0 \uc548\ud30e\uc73c\ub85c \ucee4\uc9c8 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \uc804\ub825\ubc18\ub3c4\uccb4\ub294 AI \ub370\uc774\ud130\uc13c\ud130\uc758 \uc804\ub825 \uc190\uc2e4\uc744 \uc904\uc774\uace0 \uc804\uae30\ucc28 \uad6c\ub3d9 \ud6a8\uc728\uc744 \ub192\uc774\ub294 \ud575\uc2ec \ubd80\ud488\uc73c\ub85c, \ud2b9\ud788 SiC(\ud0c4\ud654\uaddc\uc18c)\u00b7GaN(\uc9c8\ud654\uac08\ub968) \ub4f1 \ud654\ud569\ubb3c \uae30\ubc18 \ucc28\uc138\ub300 \uc804\ub825\ubc18\ub3c4\uccb4\ub294 \uae30\uc874 \uc2e4\ub9ac\ucf58 \ubc18\ub3c4\uccb4\ubcf4\ub2e4 \uace0\uc628\u00b7\uace0\uc804\uc555\u00b7\uace0\uc8fc\ud30c \ud658\uacbd\uc5d0\uc11c \uc131\ub2a5\uc774 \uc6b0\uc218\ud558\ub2e4. \ubd80\uc0b0 \uc804\ub825\ubc18\ub3c4\uccb4 \ud2b9\ud654\ub2e8\uc9c0 \uacf5\uacf5 \ud339(\ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc2dc\uc124) \uace0\ub3c4\ud654\uc640 \ud3ec\ud56d\u00b7\ub098\uc8fc \uc2e4\uc99d \uc778\ud504\ub77c \ud65c\uc6a9\uc744 \ud1b5\ud574 \ubbfc\uac04\uae30\uc5c5\uc758 \uc591\uc0b0 \uc804\ud658\ub3c4 \uc9c0\uc6d0\ud560 \uacc4\ud68d\uc774\ub2e4.<\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc6d4\uae09 \ube7c\uace0 \ub2e4 \uc62c\ub77c\u2026\ub124\uc2dd\uad6c \uba39\uace0 \uc790\ub294\ub370\ub9cc \uc6d4 200\ub9cc\uc6d0 \ub4e0\ub2e4 <\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uad6d\ubbfc\u9280, \ub9c8\ud1b5 \ud55c\ub3c4 5000\ub9cc\uc6d0 \uc77c\uad04 \uc81c\ud55c\u2026\uc740\ud589\uad8c \ub300\ucd9c \uc870\uc774\uae30 \ubcf8\uaca9\ud654 <\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc548\ub3c4\ub7a0\ub9ac\uc5d0 \ucf54\uc2a4\ud53c 1\ub9cc\ud53c \uc7ac\uc2dc\ub3d9\u2026\ub178\ubb34\ub77c \u201cMSCI \ud3b8\uc785 \uac00\ub2a5\uc131 60%\u201d <\/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":38073,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[30],"tags":[],"class_list":["post-38074","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/06\/news_img_20260613113923_65686-1.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. 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