{"id":41488,"date":"2026-07-25T12:15:55","date_gmt":"2026-07-25T03:15:55","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=41488"},"modified":"2026-07-25T12:15:55","modified_gmt":"2026-07-25T03:15:55","slug":"%ec%98%81%ec%83%81%eb%a6%ac%ec%82%ac-%ec%88%98-%ea%b1%b0%ec%9d%98-%eb%8b%a4-%ec%99%94%eb%8b%a4%ec%82%bc%ec%84%b1-amd-hbm4-%ec%88%98%ec%a3%bc-%eb%88%88%ec%95%9e","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=41488","title":{"rendered":"\uc601\uc0c1\ub9ac\uc0ac \uc218 \u201c\uac70\uc758 \ub2e4 \uc654\ub2e4\u201d\u2026\uc0bc\uc131, AMD HBM4 \uc218\uc8fc \ub208\uc55e"},"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 HBM4 \uacf5\uae09\uc784\ubc15: \ub9ac\uc0ac \uc218 AMD \ucd5c\uace0\uacbd\uc601\uc790(CEO)\uac00 23\uc77c(\ud604\uc9c0 \uc2dc\uac04) \ubbf8\uad6d \uc0cc\ud504\ub780\uc2dc\uc2a4\ucf54\uc5d0\uc11c \uc5f4\ub9b0 \u2018AMD \uc5b4\ub4dc\ubc34\uc2f1 AI 2026\u2019 \ud589\uc0ac\uc5d0\uc11c \uc0bc\uc131\uc804\uc790(005930) \uc640\uc758 HBM4(6\uc138\ub300 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac) \ubcf8\uacc4\uc57d\uc774 \u201c\uac70\uc758 \ub2e4\ub2e4\ub790\ub2e4\u201d\uace0 \ubc1d\ud614\ub2e4. AMD\ub294 3\ubd84\uae30 \ub9d0\ubd80\ud130 \ucd9c\ud558\ud558\ub294 AI \uc11c\ubc84 \ub799 \u2018\ud5ec\ub9ac\uc624\uc2a4\u2019\uc5d0 \uc0bc\uc131\uc804\uc790 HBM4\ub97c \ud0d1\uc7ac\ud560 \uc608\uc815\uc774\uba70, \uc624\ud508AI\u00b7\uc564\ud2b8\ub85c\ud53d \ub4f1 \uc8fc\uc694 \ube45\ud14c\ud06c\uac00 \uc774\ubbf8 \uace0\uac1d\uc0ac\ub85c \ud655\ubcf4\ub41c \uc0c1\ud669\uc774\ub2e4.<\/p>\n

\u25a0 \ucd08\ub300\ud615 LTA: \uae40\uc6a9\ubc94 \uc815\ucc45\uc2e4\uc7a5\uc740 22\uc77c \ube0c\ub9ac\ud551\uc5d0\uc11c \uc774\uc7ac\uba85 \ub300\ud1b5\ub839\uc758 \uc0cc\ud504\ub780\uc2dc\uc2a4\ucf54 \uc21c\ubc29\uc744 \uacc4\uae30\ub85c \ub2e8\uc21c MOU\ub97c \ub118\uc5b4\uc120 \ubc18\ub3c4\uccb4\u00b7AI\ub370\uc774\ud130\uc13c\ud130(AIDC)\u00b7\ud53c\uc9c0\uceec AI \ubd84\uc57c \ucd08\ub300\ud615 \uc7a5\uae30\uacc4\uc57d(LTA)\uc774 \ubc1c\ud45c\ub420 \uc218 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774 \ub300\ud1b5\ub839\uc740 24\uc77c \uc564\ud2b8\ub85c\ud53d\u00b7\uc624\ud508AI\u00b7\uc5d4\ube44\ub514\uc544\u00b7\ube0c\ub85c\ub4dc\ucef4 \ub4f1 \ube45\ud14c\ud06c CEO\ub4e4\uacfc \uc787\ub530\ub77c \uba74\ub2f4\ud55c \ub4a4 \uc0bc\uc131\uc804\uc790\u00b7SK\u00b7\ud604\ub300\ucc28(005380) \u00b7\ub124\uc774\ubc84 \ucd1d\uc218\uae09 \uc778\uc0ac\ub4e4\uacfc \ud568\uaed8 AI \uc11c\ubc0b\uc5d0 \ucc38\uc11d\ud560 \uc608\uc815\uc774\ub2e4.<\/p>\n

\u25a0 \uc911\uad6d\ubc18\ub3c4\uccb4 \ub7a0\ub9ac: \uc911\uad6d \uba54\ubaa8\ub9ac \uc5c5\uccb4 \ucc3d\uc2e0\uba54\ubaa8\ub9ac\ud14c\ud06c\ub180\ub85c\uc9c0(CXMT)\uac00 \uc0c1\ud558\uc774\uac70\ub798\uc18c \uacfc\ucc3d\ud310 \uc0c1\uc7a5\uc744 \ucd94\uc9c4\ud55c\ub2e4\ub294 \uc18c\uc2dd\uc774 \uc804\ud574\uc9c0\uba74\uc11c \uc911\uad6d AI \ubc18\ub3c4\uccb4 \ubc38\ub958\uccb4\uc778\uc5d0 \ud22c\uc790\ud558\ub294 ETF \uc218\uc775\ub960\uc774 \uce58\uc19f\uc558\ub2e4. \u2018KODEX \ucc28\uc774\ub098AI\ubc18\ub3c4\uccb4TOP10 ETF\u2019\ub294 \ucd5c\uadfc 3\uac1c\uc6d4 \uc218\uc775\ub960\uc774 31.62%\uc5d0 \ub2ec\ud588\uace0 \uc62c 2\uc6d4 \uc0c1\uc7a5 \uc774\ud6c4 \ub204\uc801 \uc218\uc775\ub960\uc740 51.83%\ub97c \uae30\ub85d\ud588\ub2e4.<\/p>\n

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

1. [\ub2e8\ub3c5]\uc2e0\ubb34\uae30 \uaebc\ub0b8 \ub9ac\uc0ac \uc218\u2026\u201c\uc0bc\uc131\uacfc HBM4 \ubcf8\uacc4\uc57d \uc784\ubc15\u201d<\/p>\n

– \ud575\uc2ec \uc694\uc57d: AMD\uc640 \uc0bc\uc131\uc804\uc790\uc758 HBM4(6\uc138\ub300 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac) \ubcf8\uacc4\uc57d \uccb4\uacb0\uc774 \uc784\ubc15\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\ub2e4. \ub9ac\uc0ac \uc218 AMD \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub294 23\uc77c(\ud604\uc9c0 \uc2dc\uac04) \ubbf8\uad6d \uc0cc\ud504\ub780\uc2dc\uc2a4\ucf54\uc5d0\uc11c \uc5f4\ub9b0 \u2018AMD \uc5b4\ub4dc\ubc34\uc2f1 AI 2026\u2019 \ud589\uc0ac\uc5d0\uc11c \uc0bc\uc131\uc804\uc790\uc640\uc758 HBM4 \uacf5\uae09 \ud611\uc0c1\uc774 \u201c\uac70\uc758 \ub2e4\ub2e4\ub790\ub2e4\u201d\uace0 \ubc1d\ud614\ub2e4. \uc55e\uc11c 3\uc6d4 \uc0bc\uc131\uc804\uc790 \ud3c9\ud0dd\ucea0\ud37c\uc2a4\ub97c \ubc29\ubb38\ud574 \uc591\ud574\uac01\uc11c(MOU)\ub97c \uccb4\uacb0\ud55c \ub370 \uc774\uc5b4 \ubcf8\uacc4\uc57d\uc744 \ud1b5\ud574 \uacf5\uae09 \ubb3c\ub7c9\uc744 \ud655\uc815\ud558\ub294 \ub2e8\uacc4\uc5d0 \ub4e4\uc5b4\uc120 \ubaa8\uc2b5\uc774\ub2e4. AMD\ub294 3\ubd84\uae30 \ub9d0\ubd80\ud130 AI \uc11c\ubc84 \ub799 \u2018\ud5ec\ub9ac\uc624\uc2a4\u2019\ub97c \ucd9c\ud558\ud560 \uc608\uc815\uc774\uba70 \uc624\ud508AI\u00b7\uc564\ud2b8\ub85c\ud53d\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \ub4f1\uc774 \uc774\ubbf8 \uace0\uac1d\uc0ac\ub85c \ud655\ubcf4\ub3fc \uc788\ub2e4.<\/p>\n

2. \uae40\uc6a9\ubc94 \u201cMOU \uc544\ub2cc \uc758\ubbf8 \uc788\ub294 \uc22b\uc790\u201d\u2026\uc0bc\uc131\u00b7SK, \u7f8e \ube45\ud14c\ud06c\uc640 \ucd08\ub300\ud615 \uc7a5\uae30\uacc4\uc57d \ub098\uc624\ub098<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc774\uc7ac\uba85 \ub300\ud1b5\ub839\uc758 \ubbf8\uad6d \uc21c\ubc29\uc744 \uacc4\uae30\ub85c \uad6d\ub0b4 \uae30\uc5c5\uacfc \ubbf8\uad6d \ube45\ud14c\ud06c \uac04 \ucd08\ub300\ud615 \uc7a5\uae30\uacc4\uc57d(LTA) \uccb4\uacb0 \uac00\ub2a5\uc131\uc774 \uc81c\uae30\ub410\ub2e4. \uae40\uc6a9\ubc94 \uc815\ucc45\uc2e4\uc7a5\uc740 22\uc77c \ube0c\ub9ac\ud551\uc5d0\uc11c \u201c\ub2e8\uc21c\ud55c \uae30\uc5c5 \uac04 MOU\uac00 \uc544\ub2c8\ub77c \ud22c\uc790 \uc720\uce58\uc640 \uc804\ub7b5\uc801 \uc81c\ud734, \uc7a5\uae30 \uacc4\uc57d \ub4f1 \uc758\ubbf8 \uc788\ub294 \uc22b\uc790\uac00 \ub9ce\uc774 \ub098\uc62c \uac83\u201d\uc774\ub77c\uace0 \ub9d0\ud588\ub2e4. \uc774 \ub300\ud1b5\ub839\uc740 24\uc77c(\ud604\uc9c0 \uc2dc\uac04) \uc564\ud2b8\ub85c\ud53d\u00b7\uc624\ud508AI\u00b7\uc5d4\ube44\ub514\uc544\u00b7\ube0c\ub85c\ub4dc\ucef4 CEO\ub4e4\uacfc \uc787\ub530\ub77c \uba74\ub2f4\ud55c \ub4a4 \uc774\uc7ac\uc6a9 \uc0bc\uc131\uc804\uc790 \ud68c\uc7a5, \ucd5c\ud0dc\uc6d0 SK \ud68c\uc7a5 \ub4f1\uacfc \ud568\uaed8 \uc0cc\ud504\ub780\uc2dc\uc2a4\ucf54 AI \uc11c\ubc0b\uc5d0 \ucc38\uc11d\ud560 \uc608\uc815\uc774\ub2e4. \uae40 \uc2e4\uc7a5\uc740 \ubc18\ub3c4\uccb4\u00b7AI\ub370\uc774\ud130\uc13c\ud130(AIDC)\u00b7\ud53c\uc9c0\uceec AI \ub4f1 3\ub300 \ubd84\uc57c\uc5d0\uc11c \uae30\uac00\uc640\ud2b8(GW) \ub2e8\uc704\uc758 \uad6c\uccb4\uc801 \uacc4\uc57d \uaddc\ubaa8\uac00 \ubc1c\ud45c\ub420 \uc218 \uc788\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n

3. \ucc3d\uc2e0\uba54\ubaa8\ub9ac IPO \uae30\ub300\uc5d0\u2026\ucd5c\uadfc 3\uac1c\uc6d4 \uc218\uc775\ub960 31%<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc911\uad6d \uba54\ubaa8\ub9ac \uc5c5\uccb4 \ucc3d\uc2e0\uba54\ubaa8\ub9ac\ud14c\ud06c\ub180\ub85c\uc9c0(CXMT)\uc758 \uae30\uc5c5\uacf5\uac1c(IPO) \ucd94\uc9c4 \uc18c\uc2dd\uc5d0 \uc911\uad6d AI \ubc18\ub3c4\uccb4 \uad00\ub828 ETF \uc218\uc775\ub960\uc774 \uce58\uc19f\uc558\ub2e4. \u2018KODEX \ucc28\uc774\ub098AI\ubc18\ub3c4\uccb4TOP10 ETF\u2019\ub294 24\uc77c \uae30\uc900 \ucd5c\uadfc 3\uac1c\uc6d4 \uc218\uc775\ub960 31.62%\ub97c \uae30\ub85d\ud588\uc73c\uba70 \uc62c 2\uc6d4 \uc0c1\uc7a5 \uc774\ud6c4 \ub204\uc801 \uc218\uc775\ub960\uc740 51.83%\uc5d0 \ub2ec\ud588\ub2e4. CXMT\uac00 \uc0c1\ud558\uc774\uac70\ub798\uc18c \uacfc\ucc3d\ud310 \uc0c1\uc7a5\uc744 \ucd94\uc9c4\ud55c\ub2e4\ub294 \uc18c\uc2dd\uc774 \uc804\ud574\uc9c0\uba74\uc11c \uc911\uad6d AI \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc5d0 \ub300\ud55c \ud22c\uc790 \uc2ec\ub9ac\uac00 \uac1c\uc120\ub41c \uc601\ud5a5\uc73c\ub85c \ud480\uc774\ub41c\ub2e4. \ud574\ub2f9 ETF\ub294 \ud558\uc774\uace4 \uc778\ud3ec\uba54\uc774\uc158 \ud14c\ud06c\ub180\ub85c\uc9c0, \ucea0\ube0c\ub9ac\ucf58 \ud14c\ud06c\ub180\ub85c\uc9c0 \ub4f1 AI \ubc18\ub3c4\uccb4\u00b7\uc11c\ubc84 \ubd80\ud488\u00b7\ub370\uc774\ud130 \uc800\uc7a5\uc7a5\uce58 \uae30\uc5c5\uc744 \ub450\ub8e8 \ub2f4\uace0 \uc788\ub2e4.<\/p>\n

4. \uc5d4\ube44\ub514\uc544\uac00 \uc810\ucc0d\uc740 \ud328\ud0a4\uc9d5 \uac15\uc790 \uc570\ucf54, AI\uce69 \u2018\uc228\uc740 \ubcd1\ubaa9\u2019 \ub6ab\ub294\ub2e4<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc5d4\ube44\ub514\uc544\uac00 \ubc18\ub3c4\uccb4 \ud6c4\uacf5\uc815 \uae30\uc5c5 \uc570\ucf54\ud14c\ud06c\ub180\ub85c\uc9c0\uc640 2\uc870 \uc6d0 \uaddc\ubaa8\uc758 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uba74\uc11c \uc570\ucf54 \uc8fc\uac00\uac00 \uae09\ub4f1\ud588\ub2e4. \ube14\ub8f8\ubc84\uadf8\ud1b5\uc2e0\uc5d0 \ub530\ub974\uba74 \uc5d4\ube44\ub514\uc544\ub294 \ubbf8\uad6d \ub0b4 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ud655\ub300\ub97c \uc704\ud574 \uc570\ucf54\uc640 \uc120\uae09\uae08\uc744 \ud3ec\ud568\ud55c 15\uc5b5 \ub2ec\ub7ec(\uc57d 2\uc870 2000\uc5b5 \uc6d0) \uaddc\ubaa8\uc758 \uacc4\uc57d\uc744 \ub9fa\uc5c8\uc73c\uba70 \uc774 \uc18c\uc2dd\uc5d0 \uc570\ucf54 \uc8fc\uac00\ub294 \uc2dc\uac04\uc678\uac70\ub798\uc5d0\uc11c 17% \uae09\ub4f1\ud588\ub2e4. \uc570\ucf54\ub294 \uc774\ubbf8 TSMC\uc640 10\ub144\uac04 \uc7a5\uae30 \ud30c\ud2b8\ub108\uc2ed\uc744, AMD\uc640\ub3c4 \ud328\ud0a4\uc9d5 \ud611\uc5c5\uc744 \uc9c4\ud589\ud558\uace0 \uc788\uc5b4 \ubbf8\uad6d \ub0b4 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \uc7ac\ud3b8\uc758 \ud575\uc2ec \ucd95\uc73c\ub85c \ubd80\uc0c1\ud558\ub294 \ubaa8\uc2b5\uc774\ub2e4. \ub2e4\ub9cc \ubc18\ub3c4\uccb4 \ud6c4\uacf5\uc815 \uc2dc\uc7a5\uc740 \ub300\ub9cc\u00b7\uc911\uad6d\u00b7\ud55c\uad6d \ub4f1 \uc544\uc2dc\uc544 \uae30\uc5c5\uc774 \uc804\uccb4\uc758 \uc57d 90%\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc5b4 \uc570\ucf54\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 \uc0c1\ub300\uc801\uc73c\ub85c \ub0ae\uc740 \uc0c1\ud669\uc774\ub2e4.<\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc9d1\ub2e8\ub300\ucd9c \ucd1d\ub7c9 \uaddc\uc81c \uc644\ud654\u2026\uc804\uc138\ub300\ucd9c \ubcf4\uc99d\ube44\uc728 70%\ub85c \ud558\ud5a5 <\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \u201c800\uc870 \ubc18\ub3c4\uccb4\ub294 \uad11\uc8fc, \ud610\uc624\uc2dc\uc124\uc740 \ubb34\uc548\u201d\u2026\uae40\uc0b0 \uad70\uc218, \uc774\uc720\uc788\ub294 \uad70 \uacf5\ud56d \uc120\uc815\ud68c\uc758 \ubd88\ucc38 <\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \ub18d\ud611\uae08\uc735, \uc62c \uc0c1\ubc18\uae30 \uc21c\uc775 1\uc870 7791\uc5b5 \uc6d0 \uae30\ub85d\u2026\u2018\uc5ed\ub300 \ucd5c\ub300\u2019 <\/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":41487,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[30],"tags":[],"class_list":["post-41488","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/07\/news_img_20260725121602_73791-1.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 HBM4 \uacf5\uae09\uc784\ubc15: \ub9ac\uc0ac \uc218 AMD \ucd5c\uace0\uacbd\uc601\uc790(CEO)\uac00 23\uc77c(\ud604\uc9c0 \uc2dc\uac04) \ubbf8\uad6d \uc0cc\ud504\ub780\uc2dc\uc2a4\ucf54\uc5d0\uc11c \uc5f4\ub9b0 \u2018AMD \uc5b4\ub4dc\ubc34\uc2f1 AI 2026\u2019 \ud589\uc0ac\uc5d0\uc11c \uc0bc\uc131\uc804\uc790(005930) \uc640\uc758 HBM4(6\uc138\ub300 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac) \ubcf8\uacc4\uc57d\uc774 \u201c\uac70\uc758 \ub2e4\ub2e4\ub790\ub2e4\u201d\uace0 \ubc1d\ud614\ub2e4. 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