{"id":42755,"date":"2026-08-10T01:58:00","date_gmt":"2026-08-09T16:58:00","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=42755"},"modified":"2026-08-10T01:58:00","modified_gmt":"2026-08-09T16:58:00","slug":"%ec%98%81%ec%83%81%ec%82%bc%ec%84%b1-hbm4-%ec%88%98%ec%9c%a8-80-%eb%8f%8c%ed%8c%8csk%ed%95%98%ec%9d%b4%eb%8b%89%ec%8a%a4-%ec%b6%94%ea%b2%a9-%eb%b3%b8%ea%b2%a9%ed%99%94","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=42755","title":{"rendered":"\uc601\uc0c1\uc0bc\uc131 HBM4 \uc218\uc728 80% \ub3cc\ud30c\u2026SK\ud558\uc774\ub2c9\uc2a4 \ucd94\uaca9 \ubcf8\uaca9\ud654"},"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 \uc0bc\uc131 HBM4 \ud669\uae08 \uc218\uc728 \ub2ec\uc131: \uc0bc\uc131\uc804\uc790(005930) \uc758 HBM4 \uc218\uc728\uc774 \uc591\uc0b0 \ubc18\ub144 \ub9cc\uc5d0 80%\uc5d0 \uc811\uadfc\ud558\uba70 \u2018\ud669\uae08 \uc218\uc728\u2019\ub85c \ubd88\ub9ac\ub294 \uc548\uc815 \uada4\ub3c4\uc5d0 \uc62c\ub77c\uc130\ub2e4. \uc62c 2\uc6d4 \uc591\uc0b0 \ucd08\uae30 60% \ubbf8\ub9cc\uc774\ub358 \uc218\uc728\uc774 \ube60\ub974\uac8c \ub04c\uc5b4\uc62c\ub838\ub2e4. 3\ubd84\uae30 HBM4 \ub9e4\ucd9c\uc744 \uc804 \ubd84\uae30 \ub300\ube44 3\ubc30 \uc774\uc0c1\uc73c\ub85c \ub298\ub9ac\uaca0\ub2e4\ub294 \uc790\uc2e0\uac10\uc758 \uadfc\uac70\uac00 \ub410\ub2e4.<\/p>\n

\u25a0 \uc678\uad6d\uc778, AI \uacbd\uacc4\uac10 \uc18d \ubc18\ub3c4\uccb4 \ucc28\uc775 \uc2e4\ud604 \uac00\uc18d: \uc774\ub2ec \ub4e4\uc5b4 \uc678\uad6d\uc778\uc740 SK\ud558\uc774\ub2c9\uc2a4(000660) \u00b7\uc0bc\uc131\uc804\uc790 \ub4f1 \ubc18\ub3c4\uccb4\u00b7\uc804\uc790\ubd80\ud488 5\uac1c \uc885\ubaa9\uc5d0\uc11c 5\uc870 9183\uc5b5 \uc6d0\uc744 \uc21c\ub9e4\ub3c4\ud588\ub2e4. \ud68c\uc218 \uc790\uae08\uc740 \uc140\ud2b8\ub9ac\uc628\u00b7\ud55c\ud654\uc5d0\uc5b4\ub85c\uc2a4\ud398\uc774\uc2a4\u00b7\uae30\uc544 \ub4f1 \ubc14\uc774\uc624\u00b7\ubc29\uc0b0\u00b7\uc790\ub3d9\ucc28\ub85c \ud758\ub7ec\ub4e4\uc5c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 AI \ud22c\uc790 \uc9c0\uc18d\uc131\uc5d0 \ub300\ud55c \uc758\uad6c\uc2ec\uc774 \ud574\uc18c\ub418\uc9c0 \uc54a\ub294 \ud55c \ucc28\uc775 \uc2e4\ud604 \uc555\ub825\uc774 \uc9c0\uc18d\ub420 \uc218 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774 \ub098\uc628\ub2e4.<\/p>\n

\u25a0 \uc560\ud50c\uc758 \uba54\ubaa8\ub9ac \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654 \uc2dc\ub3c4: \uc560\ud50c\uc774 \uc544\uc774\ud3f0\u00b7\ub9e5\ubd81 \ub4f1 \uc5ec\ub7ec \uc81c\ud488\uad70\uc5d0 \uc911\uad6d \ucc3d\uc2e0\uba54\ubaa8\ub9ac\ud14c\ud06c\ub180\ub85c\uc9c0(CXMT) \uba54\ubaa8\ub9ac\ub97c \ud0d1\uc7ac\ud558\uae30 \uc704\ud55c \ubc31\uc545\uad00 \uc2b9\uc778 \uc808\ucc28\ub97c \ubc1f\uace0 \uc788\ub294 \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. AI \uc218\uc694 \uae09\uc99d\uc73c\ub85c \uba54\ubaa8\ub9ac \uacf5\uae09\ub09c\uacfc \uac00\uaca9 \uc0c1\uc2b9\uc774 \uc774\uc5b4\uc9c0\ub294 \uac00\uc6b4\ub370 \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4\u00b7\ub9c8\uc774\ud06c\ub860 \uc911\uc2ec\uc758 \uacf5\uae09\ub9dd\uc5d0 \uade0\uc5f4 \uac00\ub2a5\uc131\uc774 \uc81c\uae30\ub41c\ub2e4.<\/p>\n

[\uc8fc\uc2dd\ud22c\uc790\uc790 \uad00\uc2ec \ub274\uc2a4]<\/p>\n

1. \uc0bc\uc131 HBM4 \ud669\uae08 \uc218\uc728 \ub2ec\uc131\u2026\uacf5\uae09 \ub298\ub9b0\ub2e4<\/p>\n

\ud575\uc2ec \uc694\uc57d: \uc0bc\uc131\uc804\uc790\uc758 HBM4 \uc218\uc728\uc774 \ucd5c\uadfc 80% \uc120\uc5d0 \uc811\uadfc\ud558\uba70 \u2018\ud669\uae08 \uc218\uc728\u2019 \ub2ec\uc131\uc5d0 \uc131\ud07c \ub2e4\uac00\uc130\ub2e4. \uc62c 2\uc6d4 \uc591\uc0b0 \ucd08\uae30 60% \ubbf8\ub9cc\uc774\ub358 \uc218\uc728\uc774 \ubc18\ub144 \ub9cc\uc5d0 \ub2f9\ucd08 \uc5f0\ub9d0 \ubaa9\ud45c\uce58\uae4c\uc9c0 \uce58\uc19f\uc740 \uac83\uc774\ub2e4. \uacf5\uc815 \uac1c\uc120 \uc18d\ub3c4\uac00 \uc5c5\uacc4 \uc608\uc0c1\uc744 \ub6f0\uc5b4\ub118\uc5c8\ub2e4\ub294 \ud3c9\uac00\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc774\ub97c \ubc1c\ud310 \uc0bc\uc544 3\ubd84\uae30 HBM4 \ub9e4\ucd9c\uc744 \uc804 \ubd84\uae30 \ub300\ube44 3\ubc30 \uc774\uc0c1 \ub04c\uc5b4\uc62c\ub9ac\uace0, \ud558\ubc18\uae30 \uc804\uccb4 HBM \ub9e4\ucd9c\uc5d0\uc11c HBM4 \ube44\uc911\uc744 60% \uc774\uc0c1\uc73c\ub85c \ud655\ub300\ud558\uaca0\ub2e4\ub294 \ubaa9\ud45c\ub97c \uc124\uc815\ud588\ub2e4. \uc5f0\ub9d0\uae4c\uc9c0 HBM \uc810\uc720\uc728\uc744 D\ub7a8 \uc2dc\uc7a5\uc810\uc720\uc728(\uc57d 38%) \uc218\uc900\uc73c\ub85c \ub192\uc778\ub2e4\ub294 \uad6c\uc0c1\ub3c4 \ub0b4\ub193\uc558\ub2e4. SK\ud558\uc774\ub2c9\uc2a4 \ub3c5\uc8fc \uccb4\uc81c\uc5d0 \uade0\uc5f4\uc774 \uc0dd\uae38 \uc218 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774 \ud798\uc744 \uc5bb\ub294 \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n

2. \u2018AI \uacbd\uacc4\uac10\u2019 \uc678\uc778, \uc77c\uc8fc\uc77c\uc0c8 \ubc18\ub3c4\uccb4 6\uc870 \ub358\uc84c\ub2e4<\/p>\n

\ud575\uc2ec \uc694\uc57d: \uc678\uad6d\uc778\uc774 \uc774\ub2ec 3~7\uc77c SK\ud558\uc774\ub2c9\uc2a4\u00b7\uc0bc\uc131\uc804\uc790 \ub4f1 \ubc18\ub3c4\uccb4\u00b7\uc804\uc790\ubd80\ud488 5\uac1c \uc885\ubaa9\uc744 5\uc870 9183\uc5b5 \uc6d0\uc5b4\uce58 \uc21c\ub9e4\ub3c4\ud55c \uac83\uc73c\ub85c \uc9d1\uacc4\ub410\ub2e4. \uc0bc\uc131\uc804\uc790\uc758 \uc678\uad6d\uc778 \uc9c0\ubd84\uc728\uc740 \uc5f0\ucd08 \uace0\uc810(52.40%) \ub300\ube44 5.77%\ud3ec\uc778\ud2b8 \ub0ae\uc544\uc9c4 46.63% \uc218\uc900\uae4c\uc9c0 \ub5a8\uc5b4\uc84c\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub3c4 \uc9c0\ub09c\ub2ec 49.77%\uae4c\uc9c0 \ub0b4\ub9b0 \ub4a4 \uc18c\ud3ed \uc0c1\uc2b9\uc5d0 \uadf8\ucce4\ub2e4. \ud68c\uc218 \uc790\uae08\uc740 \uc140\ud2b8\ub9ac\uc628\u00b7\uc0bc\uc131\ubc14\uc774\uc624\ub85c\uc9c1\uc2a4\u00b7\ud55c\ud654\uc5d0\uc5b4\ub85c\uc2a4\ud398\uc774\uc2a4\u00b7\uae30\uc544 \ub4f1\uc73c\ub85c \ubd84\uc0b0 \uc720\uc785\ub410\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 AI \ud22c\uc790 \uc9c0\uc18d\uc131\uc5d0 \ub300\ud55c \uc758\uad6c\uc2ec\uc774 \ud574\uc18c\ub418\uc9c0 \uc54a\ub294 \ud55c \ucc28\uc775 \uc2e4\ud604 \uc555\ub825\uc740 \ucee4\uc9c8 \uc218 \uc788\ub2e4\ub294 \uad00\uce21\uc774 \ub098\uc628\ub2e4. \ud558\uc9c0\ub9cc \uc6d0\ud654 \uac15\uc138\uc5d0 \ub530\ub978 \ud658\uc728 \ubd80\ub2f4 \uc644\ud654\uac00 \uc218\uae09 \ubc18\uc804\uc758 \ubcc0\uc218\ub85c \uac70\ub860\ub41c\ub2e4\ub294 \uc810\ub3c4 \uc8fc\ubaa9\ud574\uc57c \ud55c\ub2e4\ub294 \uc124\uba85\uc774\ub2e4.<\/p>\n

3. AI\uac00 \ubd80\ub978 \uba54\ubaa8\ub9ac \ud488\uadc0\ud604\uc0c1\uc5d0\u2026\uc560\ud50c, \u4e2d CXMT\ub85c \ub208 \ub3cc\ub838\ub2e4<\/p>\n

\ud575\uc2ec \uc694\uc57d: \uc560\ud50c\uc774 \uc544\uc774\ud3f0\u00b7\ub9e5\ubd81 \ub4f1 \uc5ec\ub7ec \uc81c\ud488\uad70\uc5d0 \uc911\uad6d \ucc3d\uc2e0\uba54\ubaa8\ub9ac\ud14c\ud06c\ub180\ub85c\uc9c0(CXMT) \uba54\ubaa8\ub9ac\ub97c \ud0d1\uc7ac\ud558\uae30 \uc704\ud55c \ubc31\uc545\uad00 \uc2b9\uc778\uc744 \uae30\ub2e4\ub9ac\ub294 \uc911\uc778 \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. AI \ud22c\uc790 \ud655\ub300\ub85c \uba54\ubaa8\ub9ac \uc218\uc694\uac00 \uae09\uc99d\ud55c \uacb0\uacfc \uacf5\uae09\ub09c\uacfc \uac00\uaca9 \uc0c1\uc2b9\uc774 \uc774\uc5b4\uc9c0\uc790 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654 \ucc28\uc6d0\uc5d0\uc11c \uc911\uad6d\uc0b0 \ubb3c\ub7c9 \ud655\ubcf4\ub97c \ucd94\uc9c4\ud558\ub294 \uac83\uc774\ub2e4. 2\ubd84\uae30 \uae30\uc900 CXMT \ub9e4\ucd9c\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 8\ubc30\ub97c \uc6c3\ub3cc\uc558\uace0 \uc138\uacc4 \uc2dc\uc7a5 \uc810\uc720\uc728 7%\ub85c \ube60\ub974\uac8c \ubab8\uc9d1\uc744 \ubd88\ub9ac\uace0 \uc788\ub2e4. \uadf8\ub7ec\ub098 \uae30\uc220\ub825\uacfc \uc0dd\uc0b0\ub2a5\ub825 \uc81c\uc57d\uc73c\ub85c \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4\u00b7\ub9c8\uc774\ud06c\ub860\uc758 \ube48\uc790\ub9ac\ub97c \ub2f9\uc7a5 \ucc44\uc6b0\uae30\ub294 \uc5b4\ub835\ub2e4\ub294 \ud3c9\uac00\ub2e4. \uba54\ubaa8\ub9ac \uac00\uaca9 \uc0c1\uc2b9\uc758 \uc601\ud5a5\uc73c\ub85c 2\ubd84\uae30 \uc138\uacc4 PC \ucd9c\ud558\ub7c9\uc774 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 4%, \uc2a4\ub9c8\ud2b8\ud3f0\uc774 11% \uae09\uac10\ud588\ub2e4\ub294 \uc810\uc740 \uba54\ubaa8\ub9ac \uac00\uaca9 \uace0\uacf5 \ud589\uc9c4\uc5d0 \ub530\ub978 \uc218\uc694 \ud6fc\uc190 \ub9ac\uc2a4\ud06c\ub85c \uc9da\uc5b4\ubcfc \ud544\uc694\uac00 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n

[\uc8fc\uc2dd\ud22c\uc790\uc790 \ucc38\uace0 \ub274\uc2a4]<\/p>\n

4. \u2018\uba54\ubaa8\ub9ac+\ud30c\uc6b4\ub4dc\ub9ac+\ud328\ud0a4\uc9d5\u2019 \uc6d0\ud300 \uc704\ub825\u2026HBM4E \uc591\uc0b0\ub3c4 \uc55e\ub2f9\uaca8<\/p>\n

\ud575\uc2ec \uc694\uc57d: \uc0bc\uc131\uc804\uc790 HBM4 \ud669\uae08 \uc218\uc728\uc758 \ubc30\uacbd\uc5d0\ub294 \uba54\ubaa8\ub9ac\u00b7\ud30c\uc6b4\ub4dc\ub9ac\u00b7\ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc870\uc9c1\uc758 \uc77c\uad04 \ub300\uc751(\ud134\ud0a4) \uccb4\uc81c\uac00 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774 \uc9c0\ubc30\uc801\uc774\ub2e4. \uace0\uc218\uc728 \ub2ec\uc131\uc758 \ub09c\uc81c\uc600\ub358 \uc5f4\uc555\ucc29 \ube44\uc804\ub3c4\uc131 \ud544\ub984(TC-NCF) \uacf5\uc815\uc758 \ud55c\uacc4\ub97c \uc6d0\ud300 \ud611\uc5c5\uc73c\ub85c \uadf9\ubcf5\ud55c \uacb0\uacfc\ub77c\ub294 \uac83\uc774\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc218\uc728 \uc548\uc815\ud654\uc640 \ud568\uaed8 \ud654\uc131\u00b7\ud3c9\ud0dd \uc0ac\uc5c5\uc7a5\uc758 \uc720\ud734 \ud074\ub9b0\ub8f8 \ud65c\uc6a9 \ubc0f \uc2e0\uaddc \ud339 \uac74\uc124\uc744 \ubcd1\ud589\ud574 \uacf5\uae09\ub2a5\ub825 \uadf9\ub300\ud654\uc5d0 \ub098\uc120 \uc0c1\ud0dc\ub2e4. HBM4E\uc5d0\uc11c\ub3c4 \uc2e0\ub8b0\uc131 \ud14c\uc2a4\ud2b8 \uc218\uc728\uc774 70% \uc774\uc0c1\uae4c\uc9c0 \uc62c\ub77c\uc654\ub2e4\uace0 \uc54c\ub824\uc838 \uc788\uc5b4 \ucc28\uc138\ub300 \uc2dc\uc7a5\uc5d0\uc11c\ub3c4 \uc120\uc81c\uc801 \uc6b0\uc704\ub97c \ud655\ubcf4\ud560 \uc218 \uc788\ub2e4\ub294 \ud574\uc11d\uc774 \ub098\uc628\ub2e4.<\/p>\n

5. \uc6d4\uac04 \ud658\uc728 \ubcc0\ub3d9\ud3ed 50\uc6d0 \uc721\ubc15…\uae08\uc735\uc704\uae30 \uc774\ud6c4 \ucd5c\ub300<\/p>\n

\ud575\uc2ec \uc694\uc57d: \uc62c\ud574 \ud3c9\uade0 \uc6d4\uac04 \uc6d0\u00b7\ub2ec\ub7ec \ud658\uc728 \ubcc0\ub3d9\ud3ed\uc774 47.0\uc6d0\uc73c\ub85c \uae00\ub85c\ubc8c \uae08\uc735\uc704\uae30 \uc774\ud6c4 \ucd5c\ub300 \uc218\uc900\uc5d0 \ub2ec\ud55c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\ub2e4. \uc5f0\ucd08 1400\uc6d0 \ucd08\uc911\ubc18\uc774\ub358 \ud658\uc728\uc774 \ubbf8\uad6d\u00b7\uc774\ub780 \uc804\uc7c1\uc5d0 \ub530\ub978 \uc720\uac00 \uae09\ub4f1 \uc5ec\ud30c\ub85c 1555.8\uc6d0\uae4c\uc9c0 \uce58\uc19f\uc558\ub2e4\uac00 SK\ud558\uc774\ub2c9\uc2a4 ADR \uc0c1\uc7a5 \uc790\uae08 \uc720\uc785 \ub4f1\uc744 \uacc4\uae30\ub85c \ucd5c\uadfc 1400\uc6d0 \ucd08\ubc18\uae4c\uc9c0 \uae09\ub77d\ud558\ub294 \ub864\ub7ec\ucf54\uc2a4\ud130 \uc7a5\uc138\uac00 \uc5f0\ucd9c\ub410\ub2e4. \ud658\uc728 \ud558\ub77d\uc774 \ube60\ub978 \uc18d\ub3c4\ub85c \uc9c4\ud589\ub418\uba74\uc11c \ub2ec\ub7ec \ub9e4\ub3c4 \uc2dc\uc810\uc744 \ubbf8\ub8ec \uc218\ucd9c \uae30\uc5c5\ub4e4\uc758 \ud658 \uc190\uc2e4 \ubc1c\uc0dd \uac00\ub2a5\uc131\uc774 \uc81c\uae30\ub410\ub2e4. \ud5a5\ud6c4 \uc5f0\uc900\uc758 \uae08\ub9ac \ub3d9\uacb0 \uc5ec\ubd80\uc640 \uad6d\ub0b4 \uc8fc\uc2dd\uc2dc\uc7a5 \ubcc0\ub3d9\uc131 \ud655\ub300\uc5d0 \ub530\ub978 \uc11c\ud559\uac1c\ubbf8\uc758 \ud574\uc678 \ud22c\uc790 \uac15\ub3c4\uc5d0 \ub530\ub77c 1300\uc6d0\ub300 \uc9c4\uc785 \ub610\ub294 1400\uc6d0\ub300 \uc720\uc9c0\ub97c \ub193\uace0 \uc804\ub9dd\uc774 \uc5c7\uac08\ub9ac\ub294 \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n

6. \uadf9\uc2ec\ud55c \ubcc0\ub3d9\uc7a5\uc5d0\u2026\ucee4\ubc84\ub4dc\ucf5c\ub85c \ub300\ud53c \ub298\uc5c8\ub2e4<\/p>\n

\ud575\uc2ec \uc694\uc57d: \uad6d\ub0b4 \uc99d\uc2dc \uae09\ub4f1\ub77d\uc774 \uc774\uc5b4\uc9c0\ub294 \uac00\uc6b4\ub370 \ucee4\ubc84\ub4dc\ucf5c ETF\ub85c \ud22c\uc790\uae08\uc774 \ubab0\ub9ac\uba70 \uad6d\ub0b4 \uc0c1\uc7a5 \ucee4\ubc84\ub4dc\ucf5c ETF \uc21c\uc790\uc0b0\uc774 25\uc870 9853\uc5b5 \uc6d0\uc73c\ub85c \uc9c0\ub09c\ud574 \ub9d0 \ub300\ube44 70% \uae09\ud33d\ucc3d\ud588\ub2e4. \u2018KODEX 200\ud0c0\uac9f\uc704\ud074\ub9ac\ucee4\ubc84\ub4dc\ucf5c\u2019\uacfc \u2018TIGER \ubc30\ub2f9\ucee4\ubc84\ub4dc\ucf5c\uc561\ud2f0\ube0c\u2019\uc5d0 \uc62c \ub4e4\uc5b4 \uac01\uac01 2\uc870 5279\uc5b5 \uc6d0, 2\uc870 90\uc5b5 \uc6d0\uc774 \uc21c\uc720\uc785\ub410\ub2e4. \ubc18\ub3c4\uccb4\u00b7AI \uad00\ub828 \uc0c1\ud488\ub3c4 \uc218\ucc9c\uc5b5 \uc6d0\ub300 \uc790\uae08\uc744 \ub04c\uc5b4\ub4e4\uc600\ub2e4. \uc8fc\uac00\uac00 \ud6a1\ubcf4\ud558\uac70\ub098 \uc644\ub9cc\ud55c \ubcc0\ub3d9\uc131 \uc7a5\uc138\uc5d0\uc11c \uc0c1\ub300\uc801\uc73c\ub85c \uc720\ub9ac\ud55c \uad6c\uc870\uc778 \ub9cc\ud07c \ubc29\ud5a5\uc131\uc744 \uace0\ubbfc\ud558\ub294 \uc2dc\uc7a5 \uad6d\uba74\uc5d0\uc11c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\ub3d9\uc131\uc744 \ub0ae\ucd94\ub294 \uc218\ub2e8\uc73c\ub85c \ud65c\uc6a9 \uac00\uce58\uac00 \ub192\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4. \ub2e4\ub9cc \uc6d0\uae08 \ubcf4\uc7a5 \uc0c1\ud488\uc774 \uc544\ub2cc \ub370\ub2e4 \uac15\ud55c \uc0c1\uc2b9\uc7a5\uc5d0\uc11c\ub294 \uc77c\ubc18 \uc9c0\uc218\ud615 ETF \ub300\ube44 \uc218\uc775\ub960\uc774 \ub0ae\uc544\uc9c8 \uc218 \uc788\uc5b4 \uc2dc\uc7a5 \uad6d\uba74\uc744 \uac00\ub9ac\uba70 \uc811\uadfc\ud558\ub294 \uac83\uc774 \ubc14\ub78c\uc9c1\ud558\ub2e4\ub294 \uc124\uba85\uc774\ub2e4.<\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc624\uc774 \uac00\uaca9\ub3c4 55% \uae09\ub4f1\u20268\uc6d4 \ubb3c\uac00 3%\ub300\ub85c \uc0c1\uc2b9 \uc6b0\ub824 <\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: SK\ud558\ub2c9 \uc784\ub2e8\ud611 \u2018\uc131\uacfc\uae09 \uc790\uc0ac\uc8fc \uc9c0\uae09\u2019 \ub193\uace0 \ub09c\ud56d\u2026HBM4 \uc0dd\uc0b0 \uc545\uc601\ud5a5 \uc6b0\ub824 <\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: 5\ub300 \uc740\ud589 \uc694\uad6c\ubd88 \uc608\uae08\ube44\uc911 30% \uae68\uc84c\ub2e4 <\/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":42754,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","footnotes":""},"categories":[33],"tags":[],"class_list":["post-42755","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-society"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/08\/news_img_20260810015806_54170-1.jpeg",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 \uc0bc\uc131 HBM4 \ud669\uae08 \uc218\uc728 \ub2ec\uc131: \uc0bc\uc131\uc804\uc790(005930) \uc758 HBM4 \uc218\uc728\uc774 \uc591\uc0b0 \ubc18\ub144 \ub9cc\uc5d0 80%\uc5d0 \uc811\uadfc\ud558\uba70 \u2018\ud669\uae08 \uc218\uc728\u2019\ub85c \ubd88\ub9ac\ub294 \uc548\uc815 \uada4\ub3c4\uc5d0 \uc62c\ub77c\uc130\ub2e4. \uc62c 2\uc6d4 \uc591\uc0b0 \ucd08\uae30 60% \ubbf8\ub9cc\uc774\ub358 \uc218\uc728\uc774 \ube60\ub974\uac8c \ub04c\uc5b4\uc62c\ub838\ub2e4. 3\ubd84\uae30 HBM4 \ub9e4\ucd9c\uc744 \uc804 \ubd84\uae30 \ub300\ube44 3\ubc30 \uc774\uc0c1\uc73c\ub85c \ub298\ub9ac\uaca0\ub2e4\ub294 \uc790\uc2e0\uac10\uc758 \uadfc\uac70\uac00 \ub410\ub2e4. \u25a0 \uc678\uad6d\uc778, AI \uacbd\uacc4\uac10 \uc18d \ubc18\ub3c4\uccb4 \ucc28\uc775 \uc2e4\ud604 \uac00\uc18d: \uc774\ub2ec \ub4e4\uc5b4 \uc678\uad6d\uc778\uc740 SK\ud558\uc774\ub2c9\uc2a4(000660) \u00b7\uc0bc\uc131\uc804\uc790 \ub4f1 \ubc18\ub3c4\uccb4\u00b7\uc804\uc790\ubd80\ud488 5\uac1c \uc885\ubaa9\uc5d0\uc11c 5\uc870 9183\uc5b5…<\/p>\n","category_list":"\uc0ac\ud68c \uc18c\uc2dd<\/a>","author_info":{"name":"admin","url":"https:\/\/cryptoseoul.news\/?author=1"},"comments_num":"0 comments","yoast_head":"\n\uc601\uc0c1\uc0bc\uc131 HBM4 \uc218\uc728 80% \ub3cc\ud30c\u2026SK\ud558\uc774\ub2c9\uc2a4 \ucd94\uaca9 \ubcf8\uaca9\ud654 - Crypto Seoul<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cryptoseoul.news\/?p=42755\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\uc601\uc0c1\uc0bc\uc131 HBM4 \uc218\uc728 80% \ub3cc\ud30c\u2026SK\ud558\uc774\ub2c9\uc2a4 \ucd94\uaca9 \ubcf8\uaca9\ud654 - Crypto Seoul\" \/>\n<meta property=\"og:description\" content=\"\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\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cryptoseoul.news\/?p=42755\" \/>\n<meta property=\"og:site_name\" content=\"Crypto Seoul\" \/>\n<meta property=\"article:published_time\" content=\"2026-08-09T16:58:00+00:00\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\uae00\uc4f4\uc774\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/cryptoseoul.news\/?p=42755#article\",\"isPartOf\":{\"@id\":\"https:\/\/cryptoseoul.news\/?p=42755\"},\"author\":{\"name\":\"admin\",\"@id\":\"https:\/\/cryptoseoul.news\/#\/schema\/person\/0600a25b5de8a99be235b24854c9e99a\"},\"headline\":\"\uc601\uc0c1\uc0bc\uc131 HBM4 \uc218\uc728 80% \ub3cc\ud30c\u2026SK\ud558\uc774\ub2c9\uc2a4 \ucd94\uaca9 \ubcf8\uaca9\ud654\",\"datePublished\":\"2026-08-09T16:58:00+00:00\",\"dateModified\":\"2026-08-09T16:58:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/cryptoseoul.news\/?p=42755\"},\"wordCount\":56,\"publisher\":{\"@id\":\"https:\/\/cryptoseoul.news\/#organization\"},\"image\":{\"@id\":\"https:\/\/cryptoseoul.news\/?p=42755#primaryimage\"},\"thumbnailUrl\":\"https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/08\/news_img_20260810015806_54170-1.jpeg\",\"articleSection\":[\"\uc0ac\ud68c \uc18c\uc2dd\"],\"inLanguage\":\"ko-KR\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/cryptoseoul.news\/?p=42755\",\"url\":\"https:\/\/cryptoseoul.news\/?p=42755\",\"name\":\"\uc601\uc0c1\uc0bc\uc131 HBM4 \uc218\uc728 80% \ub3cc\ud30c\u2026SK\ud558\uc774\ub2c9\uc2a4 \ucd94\uaca9 \ubcf8\uaca9\ud654 - 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