{"id":41806,"date":"2026-07-29T11:42:46","date_gmt":"2026-07-29T02:42:46","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=41806"},"modified":"2026-07-29T11:42:46","modified_gmt":"2026-07-29T02:42:46","slug":"sk%ed%95%98%ec%9d%b4%eb%8b%89%ec%8a%a4-%eb%b9%85%ed%85%8c%ed%81%ac-%eb%93%b1-10%ea%b3%b3%ea%b3%bc-%ec%9e%a5%ea%b8%b0%ea%b3%84%ec%95%bdhbm4-%ec%88%98%ec%9c%a8-%ec%95%88%ec%a0%95%ec%97%90","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=41806","title":{"rendered":"SK\ud558\uc774\ub2c9\uc2a4, \ube45\ud14c\ud06c \ub4f1 10\uacf3\uacfc \uc7a5\uae30\uacc4\uc57d\u2026HBM4 \uc218\uc728 \uc548\uc815\uc5d0 \uc99d\uc0b0 \ud0c4\ub825"},"content":{"rendered":"

SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc62c\ud574 2\ubd84\uae30 \uc804 \uc138\uacc4 \ud14c\ud06c\uae30\uc5c5 \uc911 \ub450 \ubc88\uc9f8\ub85c \ub192\uc740 \uc601\uc5c5\uc774\uc775\ub960\uc744 \ub2ec\uc131\ud558\uba70 \uc720\ub840\uc5c6\ub294 \uc2e4\uc801\uc744 \uc4f4 \ub370 \uc774\uc5b4 \ud558\ubc18\uae30\uc5d0\ub3c4 \uc778\uacf5\uc9c0\ub2a5(AI) \ud638\ud669\uc758 \uc218\ud61c\ub97c \uadf9\ub300\ud654\ud574 \uac00\ud30c\ub978 \uc131\uc7a5\uc774 \uae30\ub300\ub41c\ub2e4. \ud2b9\ud788 \uba54\ubaa8\ub9ac \uacf5\uae09 \uc8fc\ub3c4\uad8c\uc744 \uc55e\uc138\uc6cc \ube45\ud14c\ud06c \ub4f1 \uc8fc\uc694 \uace0\uac1d\uc0ac\ub97c \ucd5c\uc7a5 5\ub144\uac04 \ubb36\uc5b4\ub450\ub294 \uc7a5\uae30\uacf5\uae09\uacc4\uc57d(LTA)\uc744 \ud655\ub300\ud558\uace0 \uacc4\uc57d \uc870\uac74\ub3c4 \uc720\ub9ac\ud558\uac8c \uccb4\uacb0\ud574 \uc218\uc775 \uc548\uc815\uc131\uc774 \ub192\uc544\uc84c\ub2e4. \uace0\ubd80\uac00\uac00\uce58\uc778 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uc0dd\uc0b0\ub3c4 \ud558\ubc18\uae30 \ubcf8\uaca9 \ud655\ub300\ud574 \uc2dc\uc7a5\uc5d0\uc11c\ub294 3\ubd84\uae30 \ub9e4\ucd9c\uc774 \uc0ac\uc0c1 \ucc98\uc74c 100\uc870 \uc6d0\uc744 \ub118\uc5b4\uc11c\uba70 \uc601\uc5c5\uc774\uc775\ub3c4 2\ubd84\uae30\ub97c \ud06c\uac8c \uc6c3\ub3cc \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4. <\/p>\n

SK\ud558\uc774\ub2c9\uc2a4(000660) \ub294 29\uc77c 2\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \ucf58\ud37c\ub7f0\uc2a4\ucf5c\uc744 \ud1b5\ud574 \u201c\ud575\uc2ec \uace0\uac1d\uc0ac\ub97c \ud3ec\ud568\ud574 10\uc5ec \uac1c \uace0\uac1d\uacfc LTA \ud611\uc0c1\uc744 \ub9c8\ubb34\ub9ac\ud588\ub2e4\u201d\uba70 \u201c\uc8fc\uc694 \uace0\uac1d\ub4e4\uacfc \ucd94\uac00 \ub17c\uc758\ub97c \uc774\uc5b4\uac00\uace0 \uc788\ub2e4\u201d\uace0 \ubc1d\ud614\ub2e4. \ud68c\uc0ac\ub294 \u201c\uac00\uaca9 \uad6c\uc870\ub3c4 \ub2e8\uc77c\ud55c \ubc29\uc2dd\ubcf4\ub2e4\ub294 \ubcc0\ub3d9\uc131\uc5d0 \ub300\uc751\ud560 \uc218 \uc788\ub3c4\ub85d \ub2e4\uc591\ud55c \ubc29\uc2dd\uc73c\ub85c \uace0\uac1d\uacfc \ud611\uc758\ud558\uace0 \uc788\ub2e4\u201d\uba70 \u201c\uc774\ub97c \ud1b5\ud574 \uc911\uc7a5\uae30 \uc0ac\uc5c5 \uc548\uc815\uc131\uc744 \ud655\ubcf4\ud560 \uacc4\ud68d\u201d\uc774\ub77c\uace0 \ud588\ub2e4.<\/p>\n

LTA\ub294 \uba54\ubaa8\ub9ac \uae30\uc5c5\uacfc \ube45\ud14c\ud06c\uac00 \uae30\uc874 \ubd84\uae30 \ub2e8\uc704\ub85c \uc0c8\ub85c \ub9fa\ub358 \uacc4\uc57d \ub300\uc2e0 \ud55c \ubc88\uc5d0 3~5\ub144\uac04\uc758 \uac70\ub798\ub97c \uc57d\uc18d\ud558\ub294 \uc0c8\ub85c\uc6b4 \uacc4\uc57d \ubc29\uc2dd\uc774\ub2e4. \ube45\ud14c\ud06c\ub4e4\uc740 \uacc4\uc57d \uac31\uc2e0\uc744 \ucd5c\uc18c\ud654\ud568\uc73c\ub85c\uc368 \ub9e4 \ubd84\uae30 \uba54\ubaa8\ub9ac \uac00\uaca9 \uc778\uc0c1\uc758 \ubd80\ub2f4\uc744 \ud53c\ud560 \uc218 \uc788\ub2e4. SK\ud558\uc774\ub2c9\uc2a4 \uc5ed\uc2dc \ucd5c\uc7a5 5\ub144\uac04 \uace0\uac1d\uc0ac\ub97c \ubb36\uc5b4\ub458 \uc218 \uc788\uc5b4 LTA\ub97c \ud655\ub300\ud558\uace0 \uc788\ub2e4. \ucd5c\uadfc \uc5d4\ube44\ub514\uc544\uc640\ub3c4 \uc7a5\uae30 \uacf5\uae09\uc744 \ud3ec\ud568\ud558\ub294 5000\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc744 \ub9fa\uc5c8\ub2e4. \uc5c5\uacc4\uc5d0 \ub530\ub974\uba74 \ud604\uc7ac SK\ud558\uc774\ub2c9\uc2a4\uac00 LTA\ub85c \ud655\ubcf4\ud55c \ub9e4\ucd9c \ube44\uc911\uc774 \uc804\uccb4\uc758 \uc808\ubc18\uc5d0 \ub2ec\ud558\ub294 \uac83\uc73c\ub85c \ucd94\uc815\ub41c\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 \ub2e8\uc21c LTA \uac74\uc218\ub97c \ub298\ub9ac\ub294 \uac83\uc744 \ub118\uc5b4 \uc9c8\uc801\uc73c\ub85c\ub3c4 \uac1c\uc120\ud574 \uc218\uc775\uc131\uc744 \uadf9\ub300\ud654\ud560 \ubc29\uce68\uc774\ub2e4. \ube45\ud14c\ud06c\uc640 3~5\ub144\uac04 \uacc4\uc57d\ud558\ub354\ub77c\ub3c4 \uacf5\uae09\uac00\uaca9\uc744 \uc644\uc804\ud788 \uace0\uc815\ud558\uc9c0 \uc54a\uace0 \uae30\ubcf8 \uac00\uaca9\ub9cc \uc815\ud574\ub454 \ucc44 \uba54\ubaa8\ub9ac \uc2dc\uc138 \ubcc0\ub3d9\uc5d0 \ub9de\ucdb0 \uc77c\uc815 \ubc94\uc704 \ub0b4\uc5d0\uc11c \uc2e4\uc81c \uac00\uaca9\uc744 \uc870\uc815\ud558\ub294 \uc870\uac74\uc744 \ub123\uaca0\ub2e4\ub294 \uac83\uc774\ub2e4. \uc774\ub97c \ud1b5\ud574 \uae30\uc874 \ubd84\uae30 \ub2e8\uc704 \uacc4\uc57d\ub9cc\ud07c\uc740 \uc544\ub2c8\uc9c0\ub9cc \uc5b4\ub290 \uc815\ub3c4 \uba54\ubaa8\ub9ac \uac00\uaca9 \uc778\uc0c1\uc744 \uacc4\uc57d \uae30\uac04 \uc911\uc5d0\ub3c4 \ubc18\uc601\ud560 \uc218 \uc788\ub2e4.<\/p>\n

\uba54\ubaa8\ub9ac\ub294 2030\ub144\uae4c\uc9c0 \uacf5\uae09\uc774 \ubd80\uc871\ud560 \uac83\uc774\ub77c\ub294 \uad00\uce21\uc774 \ub098\uc624\ub294 \ub9cc\ud07c \uc2dc\uc138 \uc6b0\uc0c1\ud5a5\uc5d0 \ub9de\ucdb0 SK\ud558\uc774\ub2c9\uc2a4\uc5d0 \uc720\ub9ac\ud55c \uacc4\uc57d \uc870\uac74\uc774 \ub420 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc5c5\uacc4 \uad00\uacc4\uc790\ub294 \u201cLTA\ub294 \ub2f9\ucd08 \uc7a5\uae30\ub85c \uacc4\uc57d\uc744 \ub9fa\uc790\ub294 \uc57d\uc18d\uc774\ub77c \uc138\ubd80 \uc870\uac74\uc5d0 \ub530\ub77c \uac00\uaca9 \uc870\uc815\ub3c4 \uac00\ub2a5\ud558\ub2e4\u201d\uba70 \u201c\ube45\ud14c\ud06c\ub4e4\ub3c4 \uc138\ubd80 \uc870\uac74\ubcf4\ub2e4\ub294 \uba54\ubaa8\ub9ac \ud655\ubcf4 \uc790\uccb4\uac00 \ucd5c\uc6b0\uc120 \uad00\uc2ec\uc0ac\u201d\ub77c\uace0 \uc804\ud588\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 \ub610 \ube45\ud14c\ud06c\ub85c\ubd80\ud130 \uad6c\ub9e4 \ub300\uae08 \uc9c0\ubd88 \uc804\uc5d0 \ubbf8\ub9ac \uc77c\uc815 \uae08\uc561\uc744 \uc608\uce58\uae08\uc73c\ub85c \ubc1b\ub294 \uc870\uac74\ub3c4 LTA\uc5d0 \ucd94\uac00\ud574 \uacc4\uc57d \uad6c\uc18d\ub825\uc744 \ud0a4\uc6b0\uace0 \ud22c\uc790\ub97c \uc704\ud55c \uc790\uae08 \uc870\ub2ec\ub3c4 \uc55e\ub2f9\uae38 \ubc29\uce68\uc774\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 LTA \uac15\ud654\uc640 \ud568\uaed8 \ud558\ubc18\uae30 \uc591\ub300 \uc0ac\uc5c5 \uc804\ub7b5\uc73c\ub85c 6\uc138\ub300 HBM(HBM4)\uc758 \ubcf8\uaca9\uc801\uc778 \ub7a8\ud504\uc5c5(\uc99d\uc0b0)\uc744 \ucd94\uc9c4\ud55c\ub2e4. \ucd5c\uadfc \uc218\uc728\uc744 \uc804 \uc138\ub300 HBM3E \uc218\uc900\uc73c\ub85c \uc62c\ub9ac\uace0 \uc591\uc0b0\uc5d0 \ub3cc\uc785\ud588\ub2e4. HBM4\ub294 \uc5d4\ube44\ub514\uc544 \uc2e0\ud615 AI \uac00\uc18d\uae30 \u2018\ubca0\ub77c \ub8e8\ube48\u2019 \ub4f1\uc5d0 \ud0d1\uc7ac\ub420 \ucd5c\uc2e0 HBM \uc81c\ud488\uc73c\ub85c \uc62c \ud558\ubc18\uae30\uc640 \ub0b4\ub144\uc5d0 \uac78\uccd0 \ube45\ud14c\ud06c\ub4e4\uc758 \uc218\uc694\uac00 \uc9d1\uc911\ub420 \uc608\uc815\uc774\ub2e4. \uae40\uae30\ud0dc SK\ud558\uc774\ub2c9\uc2a4 HBM \uc138\uc77c\uc988\ub9c8\ucf00\ud305\ub2f4\ub2f9 \ubd80\uc0ac\uc7a5\uc740 \u201c\uc8fc\uc694 \uace0\uac1d\ub4e4\uacfc \ub0b4\ub144 HBM \uacf5\uae09 \ubb3c\ub7c9\uacfc \uac00\uaca9\uc744 \uc21c\uc870\ub86d\uac8c \ud611\uc758 \uc911\u201d\uc774\ub77c\uba70 \u201cD\ub7a8 \uac00\uaca9\uc774 \ud070 \ud3ed\uc73c\ub85c \uc624\ub974\uace0 \uc788\ub294 \ub9cc\ud07c HBM \uac00\uaca9 \ud611\uc758\uc5d0\ub3c4 \uc77c\ubd80 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\ub2e4\u201d\uace0 \ub9d0\ud588\ub2e4.<\/p>\n

\uc2dc\uc7a5\uc870\uc0ac \uc5c5\uccb4 \uce74\uc6b4\ud130\ud3ec\uc778\ud2b8\ub9ac\uc11c\uce58\uc5d0 \ub530\ub974\uba74 \uc62c\ud574 1\ubd84\uae30 SK\ud558\uc774\ub2c9\uc2a4\uc758 HBM \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 58%\ub85c \uc0bc\uc131\uc804\uc790\uc640 \ub9c8\uc774\ud06c\ub860(\uac01\uac01 21%)\ubcf4\ub2e4 \ub192\uc9c0\ub9cc \uc9c0\ub09c\ud574 \ub3d9\uae30 69%\uc5d0 \ube44\ud574\uc11c\ub294 \uaca9\ucc28\uac00 \uc904\uc5c8\ub2e4. \uc0bc\uc131\uc804\uc790\uac00 \uc62c 2\uc6d4 \uc5c5\uacc4 \ucd5c\ucd08\ub85c HBM4 \uc591\uc0b0, \ucd9c\ud558\ud558\uba70 \ucd94\uaca9 \uc18d\ub3c4\ub3c4 \ub192\uc600\ub2e4. \uc774\ub7f0 \uc0c1\ud669\uc5d0\uc11c SK\ud558\uc774\ub2c9\uc2a4\ub3c4 HBM4 \uc801\uae30 \uacf5\uae09\uacfc \ubb3c\ub7c9 \ud655\ub300\uc5d0 \uc9d1\uc911\ud558\uba70 \ub300\uc751\uc5d0 \ub098\uc120 \uac83\uc774\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 7\uc138\ub300 HBM(HBM4E) \uc0d8\ud50c\ub3c4 \uacf5\uae09\ud558\uba70 \ub0b4\ub144 \uc591\uc0b0\uc744 \uc900\ube44\ud55c\ub2e4.<\/p>\n

HBM \ud655\ub300\ub294 \ub9e4\ucd9c\uc740 \ubb3c\ub860 \uc218\uc775\uc131\ub3c4 \ud55c \ub2e8\uacc4 \ub354 \ub04c\uc5b4\uc62c\ub9ac\ub294 \ud6a8\uacfc\uac00 \uc788\ub2e4. \ud604\uc7ac \uba54\ubaa8\ub9ac \uac00\uaca9\uc740 HBM3E\ubcf4\ub2e4\ub294 \ubc94\uc6a9 D\ub7a8\uc774 \uc774\ub04c\uace0 \uc788\uc9c0\ub9cc \ube45\ud14c\ud06c\ub4e4\uc774 \uacbd\uc7c1\uc801\uc73c\ub85c \uace0\uc131\ub2a5 AI \uac00\uc18d\uae30\ub97c \uac1c\ubc1c\ud558\uba74\uc11c HBM4\ub97c \uc2dc\uc791\uc73c\ub85c \ubab8\uac12\uc774 \uce58\uc19f\uc744 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. HBM4E\ub294 \uac1c\ub2f9 200\ub9cc \uc6d0\uc73c\ub85c HBM4(100\ub9cc \uc6d0)\ubcf4\ub2e4\ub3c4 2\ubc30 \ube44\uc300 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4.<\/p>\n

\uc720\uc9c4\ud22c\uc790\uc99d\uad8c\uc740 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc62c\ud574 HBM \ud3c9\uade0\ud310\ub9e4\uac00\uaca9(ASP)\uc740 Gb(\uae30\uac00\ube44\ud2b8)\ub2f9 1.51\ub2ec\ub7ec\ub85c \ubc94\uc6a9 D\ub7a8(1.61\ub2ec\ub7ec)\uc5d0 \ubabb \ubbf8\ucce4\uc9c0\ub9cc HBM4\uc640 HBM4E\uac00 \uc0c1\uc6a9\ud654\ud558\ub294 \ub0b4\ub144\uc5d0\ub294 3.22\ub2ec\ub7ec\ub85c \ubc94\uc6a9 D\ub7a8(2.15\ub2ec\ub7ec)\uc744 \ucd94\uc6d4\ud560 \uac83\uc73c\ub85c \ub0b4\ub2e4\ubd24\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 HBM\ubfd0 \uc544\ub2c8\ub77c \ub0b8\ub4dc\ub3c4 \uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58(GPU) \uadfc\ucc98\uc5d0 \uc7a5\ucc29\ud574 AI \ub370\uc774\ud130 \uad00\ub9ac\ub97c \ubcf4\uc870\ud558\ub294 \u2018\ub2c8\uc5b4 GPU \uc2a4\ud1a0\ub9ac\uc9c0\u2019\ub85c \uc81c\ud488\uad70\uc744 \ub113\ud78c\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 \ud22c\uc790 \uc804\ub7b5 \uc5ed\uc2dc \uc218\uc775\uc131\uc5d0 \ucd08\uc810\uc744 \ub9de\ucdc4\ub2e4. \ucd5c\uadfc \ubbf8\uad6d\uc8fc\uc2dd\uc608\ud0c1\uc99d\uc11c(ADR) \ubc1c\ud589\uc73c\ub85c \uc870\ub2ec\ud55c 40\uc870 \uc6d0\uc744 \uc6a9\uc778\uacfc \uccad\uc8fc\uc758 \ucca8\ub2e8 \ud339 \uac74\uc124\uc5d0 \uc804\uc561 \ud22c\uc790\ud574 \uace0\uc218\uc775\uc758 \ucc28\uc138\ub300 \uba54\ubaa8\ub9ac \uc120\uc810\uc744 \ub178\ub9b0\ub2e4. \ub2e4\ub9cc \uc911\uc7a5\uae30\uc801\uc73c\ub85c\ub294 \uc218\uc694\uc5d0 \ub9de\ucdb0 \ud339 \ud22c\uc790 \uc18d\ub3c4\ub97c \uc870\uc808\ud574 \uacf5\uae09\uacfc\uc789\uacfc \uac00\uaca9 \ud558\ub77d\uc744 \ub9c9\uaca0\ub2e4\ub294 \uc804\ub7b5\uc774\ub2e4. \uc62c\ud574 \uc124\ube44\ud22c\uc790(CAPEX) \uc5ed\uc2dc 40\uc870 \uc6d0 \ud6c4\ubc18\ub300\ub85c \uc2e4\uc801 \uc131\uc7a5\uc5d0 \ube44\ud574 \ubcf4\uc218\uc801\uc73c\ub85c \uc9d1\ud589\ud55c\ub2e4.<\/p>\n

\uae08\uc735 \uc815\ubcf4 \uc5c5\uccb4 \uc5d0\ud504\uc5d4\uac00\uc774\ub4dc\uc5d0 \ub530\ub974\uba74 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc62c\ud574 3\ubd84\uae30 \ub9e4\ucd9c \ucee8\uc13c\uc11c\uc2a4(\uc99d\uad8c\uc0ac \ud3c9\uade0 \uc804\ub9dd\uce58)\ub294 102\uc870 8671\uc5b5 \uc6d0\uc73c\ub85c \uc0ac\uc0c1 \ucc98\uc74c\uc73c\ub85c \ubd84\uae30 100\uc870 \uc6d0 \ub3cc\ud30c\uac00 \uc608\uc0c1\ub41c\ub2e4. 3\ubd84\uae30 \uc601\uc5c5\uc774\uc775\ub3c4 80\uc870 \uc6d0 5789\uc5b5 \uc6d0\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc62c\ud574 2\ubd84\uae30 \uc804 \uc138\uacc4 \ud14c\ud06c\uae30\uc5c5 \uc911 \ub450 \ubc88\uc9f8\ub85c \ub192\uc740 \uc601\uc5c5\uc774\uc775\ub960\uc744 \ub2ec\uc131\ud558\uba70 \uc720\ub840\uc5c6\ub294 \uc2e4\uc801\uc744 \uc4f4 \ub370 \uc774\uc5b4 \ud558\ubc18\uae30\uc5d0\ub3c4<\/p>\n","protected":false},"author":1,"featured_media":41805,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-41806","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bussines"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/07\/news_img_20260729114253_26083-1.jpeg",640,360,false]},"post_excerpt_stackable":"

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