{"id":41558,"date":"2026-07-26T12:25:15","date_gmt":"2026-07-26T03:25:15","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=41558"},"modified":"2026-07-26T12:25:15","modified_gmt":"2026-07-26T03:25:15","slug":"%ec%82%bc%ec%84%b1-ai%ec%b9%a9-%ec%83%9d%ec%82%b0-2000%ec%96%b5%e5%bc%97-%ed%98%91%eb%a0%a5sk%eb%8a%94-hbm4-%ea%b3%b5%ea%b8%89-ms%eb%a1%9c-%ed%99%95%ec%9e%a5","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=41558","title":{"rendered":"\uc0bc\uc131, AI\uce69 \uc0dd\uc0b0 2000\uc5b5\u5f17 \ud611\ub825\u2026SK\ub294 HBM4 \uacf5\uae09 MS\ub85c \ud655\uc7a5"},"content":{"rendered":"

\u201c\uc0bc\uc131\uc804\uc790(005930) \uac00 \uacf5\ub4e4\uc5ec\uc628 \u2018\uc6d0\uc2a4\ud1b1 \uc194\ub8e8\uc158\u2019 \uacbd\uc7c1\ub825\uc774 \uc131\uacfc\ub97c \ub0c8\ub2e4.\u201d<\/p>\n

\u201cSK\ud558\uc774\ub2c9\uc2a4(000660) \uac00 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uc2e4\ub825\uc744 \uc7ac\ucc28 \uc785\uc99d\ud588\ub2e4.\u201d<\/p>\n

\ud55c\uad6d \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \ud22c\ud1b1\uc778 \uc0bc\uc131\uc804\uc790\uc640 SK(034730) \ud558\uc774\ub2c9\uc2a4\uac00 \uae00\ub85c\ubc8c \ube45\ud14c\ud06c\ub4e4\uc5d0 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc18\ub3c4\uccb4 \uacf5\uae09 \uc18c\uc2dd\uc744 \ub098\ub780\ud788 \uc804\ud558\uc790 \ub098\uc628 \uc5c5\uacc4\uc758 \ubc18\uc751\uc774\ub2e4. \uc591 \uc0ac\uac00 \ubbf8 \uce21\uacfc \ub9fa\uc740 HBM \ub4f1 AI \ubc18\ub3c4\uccb4 \ubc0f \uc778\ud504\ub77c \ud611\ub825 \uaddc\ubaa8\ub9cc \ucd1d 9500\uc5b5 \ub2ec\ub7ec(\uc57d 1390\uc870 \uc6d0)\uc5d0 \ub2ec\ud55c\ub2e4. \ud2b9\ud788 \uacfc\uac70 1\ub144 \ub2e8\uc704\uc5d0 \uadf8\ucce4\ub358 \uba54\ubaa8\ub9ac \uacf5\uae09\uacc4\uc57d\uc774 5\ub144 \uc774\uc0c1\uc758 \uc7a5\uae30\uacf5\uae09\uacc4\uc57d(LTA)\uc73c\ub85c \ud0c8\ubc14\uafc8\ud558\uba74\uc11c \ub450 \ud68c\uc0ac\uac00 \ub2e8\uc21c \uba54\ubaa8\ub9ac \uacf5\uae09\uc0ac\ub97c \ub118\uc5b4 \uae00\ub85c\ubc8c AI \uc0b0\uc5c5\uc758 \ud575\uc2ec \ud30c\ud2b8\ub108\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\ub294 \u2018\uad6c\uc870\uc801 \ubcc0\ud654\u2019\uac00 \uc77c\uc5b4\ub0ac\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 24\uc77c(\ud604\uc9c0 \uc2dc\uac04) \uc138\uacc4 1\uc704 \ub9de\ucda4\ud615 \uce69(ASIC) \uc124\uacc4 \uae30\uc5c5 \ube0c\ub85c\ub4dc\ucef4\uacfc 2030\ub144\uae4c\uc9c0 2000\uc5b5 \ub2ec\ub7ec(\uc57d 290\uc870 \uc6d0) \uaddc\ubaa8\uc758 \uc5c5\ubb34\ud611\uc57d(MOU)\uc744 \uccb4\uacb0\ud588\ub2e4. 5\ub144\uac04 HBM \uacf5\uae09\uc740 \ubb3c\ub860 2\u339a(\ub098\ub178\ubbf8\ud130\u00b710\uc5b5\ubd84\uc758 1m) \uc774\ud558 \ud30c\uc6b4\ub4dc\ub9ac(\uc704\ud0c1\uc0dd\uc0b0) \uc120\ub2e8 \uacf5\uc815\uacfc \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc744 \ud1b5\ud55c \uce69 \uc0dd\uc0b0 \ub4f1 \uc0bc\uc131\uc804\uc790\uc758 \ubc18\ub3c4\uccb4 \uc5ed\ub7c9\uc774 \ucd1d\ub3d9\uc6d0\ub41c \ucd08\ub300\ud615 \uacc4\uc57d\uc774\ub77c\ub294 \ud3c9\uac00\ub2e4.<\/p>\n

\ud2b9\ud788 \uc8fc\ubaa9\ubc1b\uc740 \uac83\uc740 \uc0bc\uc131\uc804\uc790\uc758 \u2018\uc6d0\uc2a4\ud1b1 \uc77c\uad04\uc0dd\uc0b0(\ud134\ud0a4)\u2019 \uacbd\uc7c1\ub825\uc774\ub2e4. \uad6c\uae00\uacfc \ud14c\uc2ac\ub77c \ub4f1 \ube45\ud14c\ud06c\ub4e4\uc758 \uc790\uccb4 AI \uac00\uc18d\uae30 \ub3c4\uc785\uc774 \uc99d\uac00\ud558\ub294 \uac00\uc6b4\ub370 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uc804 \ubd84\uc57c\uc758 \uae30\uc220\uc744 \uac16\ucd98 \uc0bc\uc131\uc804\uc790\uc758 \uc885\ud569\ubc18\ub3c4\uccb4(IDM) \uc5ed\ub7c9\uc774 \ube5b\uc744 \ubc1c\ud588\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4. \ube0c\ub85c\ub4dc\ucef4\uc758 \ucc28\uc138\ub300 AI \uce69\uc740 \uc0bc\uc131\uc758 2\ub098\ub178 \ucd5c\ucca8\ub2e8 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \uac70\uc810\uc778 \ud3c9\ud0dd \ucea0\ud37c\uc2a4\uc5d0\uc11c \uc591\uc0b0\ub420 \uac00\ub2a5\uc131\uc774 \uc810\uccd0\uc9c4\ub2e4.<\/p>\n

\uc804\uc601\ud604 \uc0bc\uc131\uc804\uc790 \ubc18\ub3c4\uccb4(DS) \ubd80\ubb38\uc7a5(\ubd80\ud68c\uc7a5)\uc740 \u201cAI \uc2dc\ub300\uc5d0\ub294 \uba54\ubaa8\ub9ac\uc640 \ub85c\uc9c1, \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc774 \uae34\ubc00\ud558\uac8c \ud1b5\ud569\ub41c \ubc18\ub3c4\uccb4 \uc194\ub8e8\uc158\uc774 \ud575\uc2ec \uacbd\uc7c1\ub825\u201d\uc774\ub77c\uba70 \u201c\ube0c\ub85c\ub4dc\ucef4\uacfc \ud611\ub825\uc744 \ud655\ub300\ud574 \ubbf8\ub798 AI \uc778\ud504\ub77c \ubc1c\uc804\uc744 \uac00\uc18d\ud654\ud558\uace0 \uace0\uac1d\uc5d0\uac8c \ub354 \ud070 \uac00\uce58\ub97c \uc81c\uacf5\ud558\uaca0\ub2e4\u201d\uace0 \ubc1d\ud614\ub2e4.<\/p>\n

\uc774\ubc88 \uc218\uc8fc\ub97c \uae30\uc810\uc73c\ub85c \uadf8\uac04 \ubd84\uae30\ub2f9 \uc870(\u5146) \ub2e8\uc704 \uc801\uc790\ub97c \ub0b4\uba70 \uc544\ud508 \uc190\uac00\ub77d\uc73c\ub85c \uaf3d\ud614\ub358 \uc0bc\uc131\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\ub3c4 \ubcf8\uada4\ub3c4\uc5d0 \uc624\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. \uc120\ub2e8 \uacf5\uc815\uc778 2\ub098\ub178\uc5d0\uc11c \uace0\uac1d\uc0ac\ub97c \uc787\ub530\ub77c \ud655\ubcf4\ud55c \ub9cc\ud07c \uc758\ubbf8\uac00 \ud06c\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4. \uc9c0\ub09c\ud574 \ud14c\uc2ac\ub77c\uc758 \ucc28\uc138\ub300 \u2018AI6\u2019 \uce69\uc744 \uc218\uc8fc\ud55c \ub370 \uc774\uc5b4 \ucd5c\uadfc \uc564\ud2b8\ub85c\ud53d\uacfc AI \uac00\uc18d\uae30 \uc218\uc8fc MOU\ub97c \uccb4\uacb0\ud588\uace0 \ube0c\ub85c\ub4dc\ucef4\uae4c\uc9c0 \uc120\ub2e8 \uacf5\uc815\uc758 \uace0\uac1d\uc73c\ub85c \ud655\ubcf4\ud588\ub2e4.<\/p>\n

\ube0c\ub85c\ub4dc\ucef4\uc740 \uacfc\uac70 8\ub098\ub178 \uc131\uc219 \uacf5\uc815\uc744 \uc0bc\uc131\uc5d0 \ub9e1\uae34 \uc801\uc774 \uc788\uc73c\ub098 \uc120\ub2e8 \uacf5\uc815\uc740 \uc904\uace7 \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uacc4 1\uc704\uc778 \ub300\ub9cc TSMC\uc5d0 \uc704\ud0c1\ud574\uc654\ub2e4. \uc5f0\uc774\uc740 \uc218\uc8fc \ub0ad\ubcf4\uc5d0 \uc0bc\uc131 \ud30c\uc6b4\ub4dc\ub9ac\uac00 2028\ub144\uc774\uba74 \ud751\uc790 \uc804\ud658\uc5d0 \uc131\uacf5\ud560 \uac83\uc774\ub77c\ub294 \uc804\ub9dd\uc5d0 \ud798\uc774 \uc2e4\ub9b0\ub2e4.<\/p>\n

\uc774\uc7ac\uc6a9 \uc0bc\uc131\uc804\uc790 \ud68c\uc7a5\uc740 \ud30c\uc6b4\ub4dc\ub9ac \uc218\uc8fc \ud655\ub300\ub97c \uc704\ud574 \ubd84\uc8fc\ud788 \uc6c0\uc9c1\uc600\ub2e4. \uc774 \ud68c\uc7a5\uc740 25\uc77c\uc5d0\ub3c4 \uc624\ud508AI \ubcf8\uc0ac\ub97c \ucc3e\uc544 \uc0d8 \uc62c\ud2b8\uba3c \ucd5c\uace0\uacbd\uc601\uc790(CEO)\uc640 \ud68c\ub3d9\ud588\ub2e4. \ub450 \uc0ac\ub78c\uc740 \ucd5c\uc2e0 HBM \uacf5\uae09\uacfc \ud30c\uc6b4\ub4dc\ub9ac \uc120\ub2e8 \uacf5\uc815 \uc218\uc8fc \ub4f1 AI \ubc18\ub3c4\uccb4 \ud611\ub825 \ud655\ub300 \ubc29\uc548\uc744 \ub17c\uc758\ud55c \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4 \uc5ed\uc2dc AI \uba54\ubaa8\ub9ac \uce69\uc778 HBM \uc120\ub3c4 \uae30\uc5c5\ub2f5\uac8c \ube45\ud14c\ud06c \ub450 \uacf3\uacfc LTA \uccb4\uacb0 \uc18c\uc2dd\uc744 \uc804\ud588\ub2e4. SK\uadf8\ub8f9\uc740 \uc5d4\ube44\ub514\uc544\uc640 5\ub144 \uba54\ubaa8\ub9ac \uc7a5\uae30 \uacf5\uae09\uc744 \ube44\ub86f\ud574 \uae00\ub85c\ubc8c \ube45\ud14c\ud06c\ub4e4\uacfc AI \uc778\ud504\ub77c \uc804 \uc601\uc5ed\uc5d0\uc11c \ucd1d 7500\uc5b5 \ub2ec\ub7ec(\uc57d 1100\uc870 \uc6d0) \uaddc\ubaa8\uc758 \ud611\ub825\uc744 \ub9fa\uc5c8\ub2e4.<\/p>\n

\ud2b9\ud788 5000\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc73c\ub85c \uc0b0\uc815\ub41c \uc5d4\ube44\ub514\uc544\uc640\uc758 \ud611\ub825\uc5d0\ub294 HBM4 \ub4f1 \ucc28\uc138\ub300 AI \uba54\ubaa8\ub9ac \uc7a5\uae30 \uacf5\uae09\uacfc \uacf5\ub3d9 \uac1c\ubc1c \ub0b4\uc6a9\uc774 \ub2f4\uacbc\ub2e4. \ub098\uba38\uc9c0 2500\uc5b5 \ub2ec\ub7ec \uc5ed\uc2dc \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8(MS)\uc640 AI \uc11c\ubc84\uc6a9 \uba54\ubaa8\ub9ac \uc911\uc7a5\uae30 \uacf5\uae09 \ud611\ub825 \ub4f1 \ub2e4\uc218\uc758 \ube45\ud14c\ud06c \uacc4\uc57d\uc774 \ubb36\uc778 \uacb0\uacfc\ubb3c\uc774\ub2e4.<\/p>\n

\ucd5c\ud0dc\uc6d0 SK\uadf8\ub8f9 \ud68c\uc7a5\uc774 \u201c\uba54\ubaa8\ub9ac \uc218\uc694\uac00 \uc544\ube44\uaddc\ud658\u201d\uc774\ub77c\uace0 \ud45c\ud604\ud560 \uc815\ub3c4\ub85c \ube45\ud14c\ud06c CEO\ub4e4\uc758 \ubd80\ud488 \uacf5\uae09 \uc694\uccad\uc740 \uc1c4\ub3c4\ud558\uace0 \uc788\ub2e4. \ucd5c\uadfc AI \uc2e0\ud765 \uac15\uc790\ub85c \ub5a0\uc624\ub978 \uc564\ud2b8\ub85c\ud53d\uc758 \ub2e4\ub9ac\uc624 \uc544\ubaa8\ub370\uc774 CEO \uc5ed\uc2dc \ucd5c \ud68c\uc7a5\uc5d0\uac8c \uc790\uccb4 \uce69 \uc81c\uc870\ub97c \uc704\ud55c \ubd80\ud488 \uacf5\uae09\uc744 \uc9c1\uc811 \uc694\uccad\ud558\uae30\ub3c4 \ud588\ub2e4.<\/p>\n

\uc591 \uc0ac\uc640 \ube45\ud14c\ud06c \uac04 \ub300\uaddc\ubaa8 \ud611\ub825 \uc18c\uc2dd\uc774 \uc624\uac04 \uc0cc\ud504\ub780\uc2dc\uc2a4\ucf54 AI \uc11c\ubc0b\uc5d0\uc11c\ub294 \ud55c\uad6d AI \uc0b0\uc5c5\uc774 \ub098\uc544\uac00\uc57c \ud560 \uccad\uc0ac\uc9c4\ub3c4 \ub17c\uc758\ub410\ub2e4. \ucd5c \ud68c\uc7a5\uc740 \u201c\uad6d\ubbfc 1\uc778\ub2f9 \ucd5c\uc18c \ud558\ub098\uc529 AI \uc5d0\uc774\uc804\ud2b8\ub97c \uac16\uac8c \ud574 \ub300\ud55c\ubbfc\uad6d\uc744 \uc804 \uc138\uacc4 AI\ub97c \uc2e4\ud5d8\ud560 \uc218 \uc788\ub294 \ud14c\uc2a4\ud2b8\ubca0\ub4dc\ub85c \ub9cc\ub4e4\uc5b4\uc57c \ud55c\ub2e4\u201d\uace0 \uac15\uc870\ud588\ub2e4.<\/p>\n

\ucd5c \ud68c\uc7a5\uc740 \uc774\uc5b4 \u201c\ud604\uc7ac AI \ucf54\uc2a4\ud2b8(\ube44\uc6a9)\uac00 \ub108\ubb34 \ube44\uc2f8\ub2e4\u201d\uba74\uc11c \u201c\ud55c\uad6d\uc774 \ub354 \ub9ce\uc740 \uba54\ubaa8\ub9ac \uce69\uacfc AI \ub370\uc774\ud130\uc13c\ud130\ub97c \ub9cc\ub4e4\uc5b4 \uae00\ub85c\ubc8c \uc778\ud504\ub77c\uc5d0 \uacf5\uae09\ud568\uc73c\ub85c\uc368 \ube44\uc6a9\uc744 \ub0ae\ucd94\uace0 \uc77c\uc790\ub9ac\ub97c \ucc3d\ucd9c\ud558\uba70 \ud658\uacbd\uc744 \ubcf4\uc804\ud558\ub294 \uc62c\ubc14\ub978 AI \uac70\ubc84\ub10c\uc2a4\ub97c \uad6c\ucd95\ud574\uc57c \ud55c\ub2e4\u201d\uace0 \ub9d0\ud588\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

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