{"id":42609,"date":"2026-08-08T00:10:02","date_gmt":"2026-08-07T15:10:02","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=42609"},"modified":"2026-08-08T00:10:02","modified_gmt":"2026-08-07T15:10:02","slug":"%ec%98%81%ec%83%81%eb%a9%94%eb%aa%a8%eb%a6%ac-%ed%92%88%ea%b7%80%ec%97%90%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-hbm4e-%ec%9a%a9%eb%9f%89-%ec%b6%95%ec%86%8c-%ea%b2%80%ed%86%a0","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=42609","title":{"rendered":"\uc601\uc0c1\uba54\ubaa8\ub9ac \ud488\uadc0\uc5d0\u2026\uc5d4\ube44\ub514\uc544 HBM4E \uc6a9\ub7c9 \ucd95\uc18c \uac80\ud1a0"},"content":{"rendered":"<p>\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551<\/p>\n<p>* \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report &amp; 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<p>[\uc8fc\uc694 \uc774\uc288 \ube0c\ub9ac\ud551] <\/p>\n<p>\u25a0 \uc5d4\ube44\ub514\uc544 HBM \ud655\ubcf4\ub09c \uc2ec\ud654 \uc870\uc9d0: \uc5d4\ube44\ub514\uc544\uac00 \ucc28\uc138\ub300 GPU \ub8e8\ube48 \uc6b8\ud2b8\ub77c\uc5d0 \ud0d1\uc7ac\ud560 HBM \uc6a9\ub7c9\uc744 \ub2f9\ucd08 \uacc4\ud68d\uc778 1TB\ubcf4\ub2e4 \ub0ae\ucdb0 \uac80\ud1a0 \uc911\uc778 \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. \uba54\ubaa8\ub9ac \uacf5\uae09 \ubd80\uc871\uc774 \ucd5c\ub300 \uace0\uac1d\uc0ac\uc758 \uc124\uacc4 \ubcc0\uacbd\uae4c\uc9c0 \uc720\ubc1c\ud560 \uc815\ub3c4\ub85c \uc2ec\uac01\ud558\ub2e4\ub294 \uc758\ubbf8\ub85c, \uba54\ubaa8\ub9ac \uc81c\uc870\uc0ac\uc758 \ud611\uc0c1\ub825 \uac15\ud654\uc640 \uac00\uaca9 \uac15\uc138 \uc9c0\uc18d \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n<p>\u25a0 SK\ud558\uc774\ub2c9\uc2a4(000660)  \uc6a9\uc778\u00b7\uccad\uc8fc 54\uc870 \ud22c\uc790 \uacb0\uc815: SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc6a9\uc778 Y2 D\ub7a8 \ud339\uacfc \uccad\uc8fc M17 \ub0b8\ub4dc \ud339\uc5d0 \uac01\uac01 35\uc870 2000\uc5b5 \uc6d0, 19\uc870 1000\uc5b5 \uc6d0\uc744 \ud22c\uc785\ud558\uae30\ub85c \uacb0\uc815\ud588\ub2e4. AI \uba54\ubaa8\ub9ac \uc218\uc694 \ud655\ub300\uc5d0 \ub300\uc751\ud55c \uc120\uc81c\uc801 \uc0dd\uc0b0 \uae30\ubc18 \ud655\ubcf4\ub85c, \uc6a9\uc778 \ud074\ub7ec\uc2a4\ud130 \uc644\uacf5 \uc2dc\uc810\ub3c4 2045\ub144\uc5d0\uc11c 2033\ub144\uc73c\ub85c \uc55e\ub2f9\uaca8\uc84c\ub2e4\ub294 \uc810\uc5d0\uc11c \uc911\uc7a5\uae30 \uacf5\uae09\ub9dd \uc8fc\ub3c4\uad8c \uac15\ud654 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n<p>\u25a0 \uad6c\ub9ac \uac00\uaca9 \uac15\uc138\uc5d0 \uc804\uc120\u682a \uc2e4\uc801 \uac1c\uc120: \ub7f0\ub358\uae08\uc18d\uac70\ub798\uc18c \uad6c\ub9ac \uac00\uaca9\uc774 \ud1a4\ub2f9 1\ub9cc 4103.50\ub2ec\ub7ec\ub85c \uc5f0\uc911 \ucd5c\uace0 \uc218\uc900\uc5d0 \uadfc\uc811\ud558\uba70 \uc804\uc120\uc5c5\uccb4 \ub9e4\ucd9c \ud655\ub300\uac00 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. LS\uc5d0\ucf54\uc5d0\ub108\uc9c0\uac00 \ubd84\uae30 \ucd5c\ub300 \ub9e4\ucd9c\uc744 \uae30\ub85d\ud588\uace0, \uc99d\uad8c\uac00\ub294 LS\u00b7LS\uc5d0\ucf54\uc5d0\ub108\uc9c0\u00b7\ub300\ud55c\uc804\uc120\uc758 \ubaa9\ud45c\uc8fc\uac00\ub97c \ud604\uc7ac\uac00\ub97c \ud06c\uac8c \uc6c3\ub3c4\ub294 \uc218\uc900\uc73c\ub85c \uc81c\uc2dc\ud574 \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \uc9c0\ubaa9\ud588\ub2e4.<\/p>\n<p>[\uc8fc\uc2dd\ud22c\uc790\uc790 \uad00\uc2ec \ub274\uc2a4]<\/p>\n<p>1. \uba54\ubaa8\ub9ac \ud488\uadc0\uc5d0\u2026\uc5d4\ube44\ub514\uc544 HBM \uc6a9\ub7c9 \uc904\uc774\ub098<\/p>\n<p>\ud575\uc2ec \uc694\uc57d: \uc5d4\ube44\ub514\uc544\uac00 \ucc28\uc138\ub300 GPU \ub8e8\ube48 \uc6b8\ud2b8\ub77c\uc5d0 \ud0d1\uc7ac\ud560 HBM4E \uc6a9\ub7c9\uc744 \ub2f9\ucd08 \ubc1c\ud45c\ud55c 1TB\ubcf4\ub2e4 \ub0ae\ucdb0 \uac80\ud1a0 \uc911\uc778 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\ub2e4. \ud604\uc7ac \ud14c\uc2a4\ud2b8 \uc911\uc778 \uc0d8\ud50c\uc740 192~256GB \uc218\uc900\uc5d0 \uadf8\uccd0 \ud604\uc7ac \uc591\uc0b0 \uc911\uc778 \ub8e8\ube48\uc758 HBM4 \ucd5c\ub300 \uc6a9\ub7c9(288GB)\uc5d0\ub3c4 \ubabb \ubbf8\uce5c\ub2e4. \uba54\ubaa8\ub9ac \uc5c5\uccb4\ub4e4\uc774 \uc608\uc815\ub41c \ucd9c\uc2dc \uc77c\uc815\uc5d0 \ub9de\ucdb0 \ucda9\ubd84\ud55c HBM4E\ub97c \uc0dd\uc0b0\ud558\uae30 \uc5b4\ub824\uc6b4 \uc0c1\ud669\uc774 \uc6d0\uc778\uc73c\ub85c \uc9c0\ubaa9\ub41c\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 HBM \ud655\ubcf4\ub97c \uc704\ud574 \uc9c0\ub09c\ub2ec SK\uadf8\ub8f9\uacfc 5000\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc778\ud504\ub77c \ud611\ub825 \ud30c\ud2b8\ub108\uc2ed\uc744 \uccb4\uacb0\ud55c \ubc14 \uc788\uc5b4, \uba54\ubaa8\ub9ac \uacf5\uae09 \ubd80\uc871\uc774 \ubc18\ub3c4\uccb4 \ubc38\ub958\uccb4\uc778 \uc804\ubc18\uc758 \ud611\uc0c1 \uad6c\ub3c4\ub97c \ud754\ub4e4\uace0 \uc788\ub2e4\ub294 \ud574\uc11d\uc774 \ub098\uc628\ub2e4.<\/p>\n<p>2. SK\ud558\uc774\ub2c9\uc2a4, \uc6a9\uc778\u00b7\uccad\uc8fc\uc5d0 54\uc870 \ud22c\uc790\u2026AI \uba54\ubaa8\ub9ac \uacf5\uae09\ub9dd \uc120\uc810<\/p>\n<p>\ud575\uc2ec \uc694\uc57d: SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc774\uc0ac\ud68c\ub97c \uc5f4\uace0 \uc6a9\uc778 Y2 D\ub7a8 \ud339\uacfc \uccad\uc8fc M17 \ub0b8\ub4dc \ud339 \uac74\uc124\uc5d0 \ucd1d 54\uc870 3000\uc5b5 \uc6d0\uc744 \ud22c\uc790\ud558\uae30\ub85c \uacb0\uc815\ud588\ub2e4. \uc6a9\uc778 Y2\ub294 HBM \ub4f1 \ucc28\uc138\ub300 D\ub7a8 \uc0dd\uc0b0\uc744 \ub2f4\ub2f9\ud558\uba70 \ub0b4\ub144 7\uc6d4 \ucc29\uacf5, 2029\ub144 6\uc6d4 \uccab \ud074\ub9b0\ub8f8 \uac1c\ubc29\uc744 \ubaa9\ud45c\ub85c \ud55c\ub2e4. \uccad\uc8fc M17\uc740 \uae30\uc5c5\uc6a9 SSD\uc640 AI \ucd94\ub860\uc6a9 \uce90\uc2dc \uc800\uc7a5 \uc218\uc694 \ud655\ub300\uc5d0 \ub300\uc751\ud558\ub294 \uc2e0\uaddc \ub0b8\ub4dc \uac70\uc810\uc73c\ub85c \ub0b4\ub144 2\uc6d4 \ucc29\uacf5\ud55c\ub2e4. \uc5c5\uacc4\ub294 \uc774\ubc88 \ud22c\uc790\uac00 \uc0bc\uc131\uc804\uc790(005930) \uc640\uc758 AI \uba54\ubaa8\ub9ac \uacbd\uc7dd\uc5d0\uc11c SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc0dd\uc0b0 \uacbd\uc7c1\ub825\uc744 \ub4b7\ubc1b\uce68\ud560 \ud575\uc2ec \uc694\uc778\uc73c\ub85c \ud3c9\uac00\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>3. \uc804\ub825\ub9dd \ud22c\uc790\uc5d0 \uad6c\ub9ac \ub7a0\ub9ac\u2026\uc804\uc120\u682a \uc6c3\ub294\ub2e4<\/p>\n<p>\ud575\uc2ec \uc694\uc57d: \uad6c\ub9ac \uac00\uaca9\uc774 \uc5f0\uc911 \ucd5c\uace0 \uc218\uc900\uc5d0 \uadfc\uc811\ud558\uba70 \uad6d\ub0b4 \uc804\uc120\uc5c5\uccb4\ub4e4\uc774 \uc218\ud61c\uc8fc\ub85c \ubd80\uac01\ub418\uace0 \uc788\ub2e4. LS\uc5d0\ucf54\uc5d0\ub108\uc9c0\ub294 \uad6c\ub9ac \uac00\uaca9 \uc0c1\uc2b9\uacfc \uc18c\uc7ac \ud310\ub9e4 \ud655\ub300\uc5d0 \ud798\uc785\uc5b4 2\ubd84\uae30 \ub9e4\ucd9c 3503\uc5b5 \uc6d0, \uc601\uc5c5\uc774\uc775 253\uc5b5 \uc6d0\uc73c\ub85c \ubd84\uae30 \ucd5c\ub300 \uc2e4\uc801\uc744 \uae30\ub85d\ud588\ub2e4. LS\ub294 \uc62c \ucd08 \ub300\ube44 52% \uc624\ub978 31\ub9cc 7000\uc6d0\uc5d0 \ub9c8\uac10\ud588\uc73c\uba70, \uc99d\uad8c\uac00\ub294 LS 70\ub9cc \uc6d0, LS\uc5d0\ucf54\uc5d0\ub108\uc9c0 9\ub9cc \uc6d0, \ub300\ud55c\uc804\uc120 6\ub9cc \uc6d0\uc744 \ubaa9\ud45c\uc8fc\uac00\ub85c \uc81c\uc2dc\ud588\ub2e4. AI \ub370\uc774\ud130\uc13c\ud130\uc640 \uc804\ub825\ub9dd \ud22c\uc790 \ud655\ub300\uac00 \uad6c\uc870\uc801 \uc218\uc694 \uc99d\uac00\ub97c \uc774\ub04c\uace0 \uc788\uc5b4 \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\ub825\uc774 \ub0a8\uc544 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n<p>4. \ub125\uc2a4\ud2b8\ub808\uc774\ub4dc, 12\uc77c\ubd80\ud130 \ud504\ub9ac\ub9c8\ucf13 \uc0c1\u00b7\ud558\ud55c\uac00 \uc8fc\ubb38 \ud55c\uc2dc\uc801 \uae08\uc9c0<\/p>\n<p>\ud575\uc2ec \uc694\uc57d: \ub125\uc2a4\ud2b8\ub808\uc774\ub4dc\uac00 SK\ud558\uc774\ub2c9\uc2a4 1\uc8fc \ud558\ud55c\uac00 \uc0ac\ud0dc \ub4f1 \uac00\uaca9 \uc65c\uace1\uc744 \ub9c9\uae30 \uc704\ud574 12\uc77c\ubd80\ud130 \ud504\ub9ac\ub9c8\ucf13 \uc0c1\u00b7\ud558\ud55c\uac00 \uc8fc\ubb38\uc744 \ud55c\uc2dc \uae08\uc9c0\ud55c\ub2e4. \ub2e4\uc74c \ub2ec 14\uc77c \uc815\uc801 \ubcc0\ub3d9\uc131\uc644\ud654\uc7a5\uce58(VI) \ub3c4\uc785 \uc804\uae4c\uc9c0 \uc801\uc6a9\ub418\ub294 \uc870\uce58\ub85c, \uc18c\ub7c9 \uac70\ub798\ub85c \uc2dc\ucd08\uac00\uac00 \uc65c\uace1\ub418\ub294 \uc0ac\ub840\uac00 \ubc18\ubcf5\ub41c \ub370 \ub530\ub978 \ub300\uc751\uc774\ub2e4. \uc815\uc801 VI \ub3c4\uc785 \ud6c4\uc5d0\ub294 \uac70\ub798 \uc911\ub2e8\uacfc 2\ubd84\uac04 \ub2e8\uc77c\uac00 \ub9e4\ub9e4\ub85c \uac00\uaca9\uc744 \uc548\uc815\uc2dc\ud0a4\ub294 \ubc29\uc2dd\uc774 \uc801\uc6a9\ub41c\ub2e4. \ud504\ub9ac\ub9c8\ucf13 \uac70\ub798 \ud22c\uc790\uc790\ub294 \uc81c\ub3c4 \ubcc0\uacbd\uc5d0 \ub530\ub978 \uc8fc\ubb38 \ubc29\uc2dd \uc870\uc815\uc774 \ud544\uc694\ud558\ub2e4.<\/p>\n<p>\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \ud558\ub098\u9280, \ubcc0\ub3d9\uae08\ub9ac \uc8fc\ub2f4\ub300 \ub9c9\ub294\ub2e4\u2026\ub9c8\ud1b5 \ud55c\ub3c4 5000\ub9cc\uc6d0 \uc81c\ud55c  <\/p>\n<p>\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30:  KDB\uc0dd\uba85 7\ubc88\uc9f8 \ub9e4\uac01 \ucd94\uc9c4\u2026\uc0b0\uc740 \uc720\uc99d \ud611\uc0c1\uc774 \ubcc0\uc218  <\/p>\n<p>\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \ucf54\uc6e8\uc774, 2\ubd84\uae30 \ub9e4\ucd9c 1\uc870 4422\uc5b5\u2026\uc804\ub144\u6bd4 14.6% \uc0c1\uc2b9  <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551 * \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report &amp; Insight Summarizing Media)\uc740 \ud55c\uad6d\uc5b8\ub860\uc9c4\ud765\uc7ac\ub2e8\uc758 \uc9c0\uc6d0\uc744<\/p>\n","protected":false},"author":1,"featured_media":42608,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","footnotes":""},"categories":[31],"tags":[],"class_list":["post-42609","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bussines"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/08\/news_img_20260808001008_58455-1.jpeg",640,360,false]},"post_excerpt_stackable":"<p>\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551 * \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report &amp; 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 \uc5d4\ube44\ub514\uc544 HBM \ud655\ubcf4\ub09c \uc2ec\ud654 \uc870\uc9d0: \uc5d4\ube44\ub514\uc544\uac00 \ucc28\uc138\ub300 GPU \ub8e8\ube48 \uc6b8\ud2b8\ub77c\uc5d0 \ud0d1\uc7ac\ud560 HBM \uc6a9\ub7c9\uc744 \ub2f9\ucd08 \uacc4\ud68d\uc778 1TB\ubcf4\ub2e4 \ub0ae\ucdb0 \uac80\ud1a0 \uc911\uc778 \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. \uba54\ubaa8\ub9ac \uacf5\uae09 \ubd80\uc871\uc774 \ucd5c\ub300 \uace0\uac1d\uc0ac\uc758 \uc124\uacc4 \ubcc0\uacbd\uae4c\uc9c0 \uc720\ubc1c\ud560 \uc815\ub3c4\ub85c \uc2ec\uac01\ud558\ub2e4\ub294 \uc758\ubbf8\ub85c, \uba54\ubaa8\ub9ac \uc81c\uc870\uc0ac\uc758 \ud611\uc0c1\ub825 \uac15\ud654\uc640 \uac00\uaca9 \uac15\uc138 \uc9c0\uc18d \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \u25a0 SK\ud558\uc774\ub2c9\uc2a4(000660) \uc6a9\uc778\u00b7\uccad\uc8fc 54\uc870 \ud22c\uc790 \uacb0\uc815: SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc6a9\uc778 Y2 D\ub7a8 \ud339\uacfc \uccad\uc8fc M17 \ub0b8\ub4dc \ud339\uc5d0 \uac01\uac01 35\uc870 2000\uc5b5 \uc6d0, 19\uc870&hellip;<\/p>\n","category_list":"<a href=\"https:\/\/cryptoseoul.news\/?cat=31\" rel=\"category\">\ube44\uc988\ub2c8\uc2a4 \ub274\uc2a4<\/a>","author_info":{"name":"admin","url":"https:\/\/cryptoseoul.news\/?author=1"},"comments_num":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.6 - 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