{"id":43291,"date":"2026-08-16T11:26:27","date_gmt":"2026-08-16T02:26:27","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=43291"},"modified":"2026-08-16T11:26:27","modified_gmt":"2026-08-16T02:26:27","slug":"%ec%a0%84%ec%98%81%ed%98%84-%ea%b0%88-%ea%b8%b8-%eb%a9%80%eb%8b%a4-%ec%9e%90%eb%a7%8c-%eb%a7%90%eb%9d%bchbm4-%ec%84%b1%ea%b3%b5%ec%97%90%eb%8f%84-%ec%82%bc%ec%84%b1","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=43291","title":{"rendered":"\uc804\uc601\ud604 \u201c\uac08 \uae38 \uba40\ub2e4, \uc790\ub9cc \ub9d0\ub77c\u201d\u2026HBM4 \uc131\uacf5\uc5d0\ub3c4 \uc0bc\uc131 \ubc18\ub3c4\uccb4 \u2018\uae34\uc7a5\u2019"},"content":{"rendered":"

\uc804\uc601\ud604 \uc0bc\uc131\uc804\uc790 \ub514\ubc14\uc774\uc2a4\uc194\ub8e8\uc158(DS)\ubd80\ubb38\uc7a5 \ubd80\ud68c\uc7a5\uc774 \ucd5c\uadfc \ubc18\ub3c4\uccb4 \uc0ac\uc5c5 \uacbd\uc601\uc9c4\ub4e4\uc5d0\uac8c \u201c\uc544\uc9c1 \uac08 \uae38\uc774 \uba40\ub2e4\u201d\uba70 \uac15\ub3c4 \ub192\uc740 \ub0b4\ubd80 \uae30\uac15 \uc7a1\uae30\uc5d0 \ub098\uc120 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\uc2b5\ub2c8\ub2e4. \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uc2dc\uc7a5\uc5d0\uc11c \uc0bc\uc131\uc804\uc790\uac00 HBM4\ub97c \uc55e\uc138\uc6cc \ucd94\uc6d4\uc5d0 \uc131\uacf5\ud558\uace0 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uae4c\uc9c0 \uac70\ub450\uba74\uc11c \ub0b4\ubd80\uc5d0 \uc790\uc2e0\uac10\uc774 \ud655\uc0b0\ud558\uc790, \uc624\ud788\ub824 \u2018\uc790\ub9cc\u2019\uc744 \uac00\uc7a5 \ud070 \uc704\ud5d8 \uc694\uc778\uc73c\ub85c \uc9c0\ubaa9\ud55c \uac83\uc785\ub2c8\ub2e4. <\/p>\n

16\uc77c \ubc18\ub3c4\uccb4 \uc5c5\uacc4\uc5d0 \ub530\ub974\uba74 \uc804 \ubd80\ud68c\uc7a5\uc740 \ucd5c\uadfc \ub0b4\ubd80 \uacbd\uc601\uc9c4 \ud68c\uc758\uc5d0\uc11c \uc0bc\uc131\uc804\uc790(005930) \uc758 HBM \uacbd\uc7c1\ub825 \ud68c\ubcf5\uc744 \uc5b8\uae09\ud558\uba74\uc11c \u201c\uc790\ub9cc\ud574\uc11c\ub294 \uc548 \ub41c\ub2e4\u201d\ub294 \ucde8\uc9c0\uc758 \uba54\uc2dc\uc9c0\ub97c \uc5ec\ub7ec \ucc28\ub840 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\ud2b9\ud788 HBM \uacbd\uc7c1\uc5d0\uc11c SK\ud558\uc774\ub2c9\uc2a4(000660) \ub97c \ucd94\uc6d4\ud55c \uac83\uc744 \uc131\uacfc\ub85c \ud3c9\uac00\ud558\ub294 \ub0b4\ubd80 \ubd84\uc704\uae30\uc5d0 \ub300\ud574\uc11c \u201c\uc0bc\uc131\uc804\uc790\uac00 \uc5b8\uc81c\ubd80\ud130 SK\ud558\uc774\ub2c9\uc2a4\ub97c \uc774\uae30\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \uc77c\ud588\ub290\ub0d0\u201d\uace0 \uac15\ud558\uac8c \uc9c8\ud0c0\ud55c \uac83\uc73c\ub85c \uc804\ud574\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 HBM3\uc640 HBM3E \uc2dc\uc7a5\uc5d0\uc11c SK\ud558\uc774\ub2c9\uc2a4\uc5d0 \uc8fc\ub3c4\uad8c\uc744 \ub0b4\uc8fc\uba70 \ud55c\ub3d9\uc548 \u2018\uba54\ubaa8\ub9ac \ucd5c\uac15\uc790\u2019\uc758 \uc790\uc874\uc2ec\uc744 \uad6c\uacbc\uc2b5\ub2c8\ub2e4. \uc2e4\uc81c\ub85c 2025\ub144 \uc0c1\ubc18\uae30\uae4c\uc9c0 \uae00\ub85c\ubc8c HBM \ucd9c\ud558\ub7c9 \uae30\uc900 \uc810\uc720\uc728\uc740 SK\ud558\uc774\ub2c9\uc2a4\uac00 62%\uc5d0 \ub2ec\ud588\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 17%\ub85c 3\uc704 \ub9c8\uc774\ud06c\ub860(21%)\uc5d0\ub3c4 \ubc00\ub9ac\uba74\uc11c \uba54\ubaa8\ub9ac \uae30\uc220 \ub9ac\ub354\uc2ed\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \uc6b0\ub824\uac00 \ucee4\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n

\ud558\uc9c0\ub9cc \uc804 \ubd80\ud68c\uc7a5\uc774 2024\ub144 \ucd08 \ubbf8\ub798\uc0ac\uc5c5\uae30\ud68d\ub2e8\uc7a5\uc73c\ub85c \uc0bc\uc131\uc804\uc790\uc5d0 \ubcf5\uadc0\ud558\uace0, \uac19\uc740 \ud574 5\uc6d4 DS\ubd80\ubb38\uc7a5\uc73c\ub85c \uc790\ub9ac\ub97c \uc62e\uae30\uba74\uc11c \ubc18\uc804\uc774 \uc2dc\uc791\ub410\uc2b5\ub2c8\ub2e4. \uc804 \ubd80\ud68c\uc7a5\uc740 \u2018\uadfc\uc6d0\uc801 \uacbd\uc7c1\ub825 \ud68c\ubcf5\u2019\uc744 \ucd5c\uc6b0\uc120 \uacfc\uc81c\ub85c \uc81c\uc2dc\ud588\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 HBM \uac1c\ubc1c \uacfc\uc815\uc5d0\uc11c \u201c\uacbd\uc7c1\uc0ac\uc758 \uae30\uc220\uacfc \uc81c\ud488\uc744 \ub530\ub77c\uac00\ub294 \ubc29\uc2dd\uc73c\ub85c\ub294 \uc2dc\uc7a5 \uc8fc\ub3c4\uad8c\uc744 \ub418\ucc3e\uc744 \uc218 \uc5c6\ub2e4\u201d\uba70 \uc0bc\uc131\ub9cc\uc758 \uae30\uc220 \uacbd\uc7c1\ub825\uc744 \ub9cc\ub4e4\uc5b4\uc57c \ud55c\ub2e4\ub294 \uc810\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \uac15\uc870\ud574\uc654\uc2b5\ub2c8\ub2e4.<\/p>\n

\uadf8 \uacb0\uacfc \uc0bc\uc131\uc804\uc790\ub294 \uc62c 2\uc6d4 HBM4 \uc591\uc0b0\uacfc \uace0\uac1d\uc0ac \ub300\uc0c1 \uc0c1\uc6a9 \uc81c\ud488 \ucd9c\ud558\ub97c \uc2dc\uc791\ud558\uba70 \uc5c5\uacc4 \ucd5c\ucd08 \uc0c1\uc6a9\ud654\uc5d0 \uc131\uacf5\ud588\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\uc758 HBM4\ub294 \ucd5c\ub300 1\ucd08\ub2f9 13\uae30\uac00\ube44\ud2b8(Gbps)\uae4c\uc9c0 \uc131\ub2a5\ub0b4\uba70 \uacbd\uc7c1\uc0ac\ub4e4\uc744 \uc555\ub3c4\ud588\uc2b5\ub2c8\ub2e4. HBM3E\uc5d0\uc11c \uacbd\uc7c1\uc0ac\ub97c \ucd94\uaca9\ud558\ub358 \uc0bc\uc131\uc804\uc790\uac00 \ucc28\uc138\ub300 \uc81c\ud488\uc5d0\uc11c\ub294 \uac00\uc7a5 \uba3c\uc800 \uc0c1\uc6a9\ud654\uc5d0 \ub098\uc11c\uba74\uc11c \uae30\uc220 \ubc18\uaca9\uc758 \ubc1c\ud310\uc744 \ub9c8\ub828\ud55c \uc148\uc785\ub2c8\ub2e4.<\/p>\n

\ud558\uc9c0\ub9cc \uc804 \ubd80\ud68c\uc7a5\uc740 HBM4 \uc131\uacfc\ub97c \uacbd\uc7c1\ub825 \ud68c\ubcf5\uc758 \u2018\uc644\uc131\u2019\uc774 \uc544\ub2cc \u2018\ucd9c\ubc1c\uc810\u2019\uc73c\ub85c \ubcf4\uace0 \ub0b4\ubd80 \uae30\uac15\uc744 \ub2e4\uc2dc \ub2e4\uc7a1\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\uc5d0 \uc815\ud1b5\ud55c \ud55c \uad00\uacc4\uc790\ub294 \u201c\uc804 \ubd80\ud68c\uc7a5\uc740 HBM4 \ud558\ub098\ub97c \uc798\ud588\ub2e4\uace0 \ud574\uc11c \uc0bc\uc131 \ubc18\ub3c4\uccb4\uac00 \uacfc\uac70\uc758 \uacbd\uc7c1\ub825\uc744 \ubaa8\ub450 \ub418\ucc3e\uc740 \uac83\uc740 \uc544\ub2c8\ub77c\ub294 \uc810\uc744 \uacc4\uc18d \uac15\uc870\ud558\uace0 \uc788\ub2e4\u201d\uba70 \u201cHBM4\ub294 \uc2dc\uc791\uc77c \ubfd0\uc774\uace0 HBM5\u00b76\u00b77\uc73c\ub85c \uc138\ub300\uac00 \ubc14\ub00c\ub354\ub77c\ub3c4 \uacbd\uc7c1\uc0ac\uac00 \uc27d\uac8c \ub530\ub77c\uc624\uae30 \uc5b4\ub824\uc6b4 \uae30\uc220 \uaca9\ucc28\ub97c \ub9cc\ub4e4\uc5b4\uc57c \ud55c\ub2e4\ub294 \uac8c \uc804 \ubd80\ud68c\uc7a5\uc758 \uc0dd\uac01\u201d\uc774\ub77c\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4. <\/p>\n

\uc2e4\uc81c\ub85c \uacbd\uc7c1 \uc0c1\ud669\uc740 \ub179\ub85d\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1\uc0ac\ub4e4\uc740 \ubc18\uaca9\uc744 \uc900\ube44\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 6\uc6d4 \uc8fc\uc694 \uace0\uac1d\uc0ac\uc5d0 \ucd5c\ub300 16Gbps \uc18d\ub3c4\ub97c \uad6c\ud604\ud55c 12\ub2e8 HBM4E \uc0d8\ud50c\uc744 \uacf5\uae09\ud588\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub860\ub3c4 \ub9de\ucda4\ud615 HBM4E\ub97c \ub450\uace0 \uace0\uac1d\uc0ac\ub4e4\uacfc \ud611\uc5c5\uc744 \uc9c4\ud589\ud558\uba70 2027\ub144 \uc591\uc0b0 \ud655\ub300\ub97c \uc900\ube44\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud604\uc7ac\ub294 \uc5d4\ube44\ub514\uc544\uc758 \ubca0\ub77c \ub8e8\ube48(Vera Rubin)\uc6a9 12\ub2e8 HBM4\ub97c \uc591\uc0b0\ud558\ub294 \ub3d9\uc2dc\uc5d0 16\ub2e8 HBM4 \uc0d8\ud50c\uae4c\uc9c0 \uace0\uac1d\uc0ac\uc5d0 \uacf5\uae09\ud558\uba70 \ucc28\uc138\ub300 HBM \uacbd\uc7c1\uc5d0 \uac00\uc138\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc804 \ubd80\ud68c\uc7a5\uc740 \ucd5c\uadfc \uc0bc\uc131\uc804\uc790\uc758 \uae30\ub85d\uc801\uc778 \uc2e4\uc801\uc5d0 \ub300\ud574\uc11c\ub3c4 \ub0c9\uc815\ud55c \ud3c9\uac00\ub97c \ub0b4\ub9b0 \uac83\uc73c\ub85c \uc804\ud574\uc84c\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc62c\ud574 2\ubd84\uae30 \ub9e4\ucd9c 171\uc870 5000\uc5b5 \uc6d0, \uc601\uc5c5\uc774\uc775 89\uc870 5000\uc5b5 \uc6d0\uc73c\ub85c \ubd84\uae30 \uae30\uc900 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 DS\ubd80\ubb38\uc5d0\uc11c\ub9cc \ub9e4\ucd9c 127\uc870 5000\uc5b5 \uc6d0, \uc601\uc5c5\uc774\uc775 89\uc8702000\uc5b5 \uc6d0\uc744 \uac70\ub450\uba70 \uc0ac\uc2e4\uc0c1 \uc804\uccb4 \uc774\uc775\uc744 \ubc18\ub3c4\uccb4\uac00 \ucc45\uc784\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n

\uadf8\ub7fc\uc5d0\ub3c4 \uc804 \ubd80\ud68c\uc7a5\uc740 \ucd5c\uadfc \uacbd\uc601\uc9c4\uc5d0\uac8c \u201c\ub0c9\uc815\ud558\uac8c \ubcf4\uba74 \uc9c0\uae08 \uc2e4\uc801\uc5d0\uc11c \uc6b0\ub9ac\uc758 \uc2e4\ub825\uc774 \uae30\uc5ec\ud55c \ubd80\ubd84\uc740 30% \uc815\ub3c4\u201d\ub77c\uace0 \ud3c9\uac00\ud55c \uac83\uc73c\ub85c \uc804\ud574\uc84c\uc2b5\ub2c8\ub2e4. \ub098\uba38\uc9c0 70%\uac00\ub7c9\uc740 \uae00\ub85c\ubc8c \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc758 \uc778\uacf5\uc9c0\ub2a5(AI) \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300\uc640 \uc774\uc5d0 \ub530\ub978 \uba54\ubaa8\ub9ac \uacf5\uae09 \ubd80\uc871, \uac00\uaca9 \uc0c1\uc2b9 \ub4f1 \ubc18\ub3c4\uccb4 \uc288\ud37c\uc0ac\uc774\ud074\uc758 \uc601\ud5a5\uc774\ub77c\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

\uc2dc\uc7a5\uc758 \ud3c9\uac00\ub3c4 \uacb0\uc744 \uac19\uc774 \ud569\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 2\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c AI \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300\uc5d0 \ub530\ub978 \uc11c\ubc84\uc6a9 \uba54\ubaa8\ub9ac \uc218\uc694 \uc99d\uac00\ub85c \uc778\ud574 \uc5c5\uacc4 \uc804\ubc18\uc758 \uac00\uaca9 \uc0c1\uc2b9\ud588\ub2e4\uace0 \ud3c9\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \uba54\ubaa8\ub9ac \uc0ac\uc5c5\uc774 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc744 \uae30\ub85d\ud588\ub2e4\ub294 \uc124\uba85\uc785\ub2c8\ub2e4. \uc2dc\uc7a5\uc870\uc0ac\uc5c5\uccb4 \uce74\uc6b4\ud130\ud3ec\uc778\ud2b8\ub9ac\uc11c\uce58\ub3c4 \uc0bc\uc131\uc804\uc790\uc758 2\ubd84\uae30 \uae30\ub85d\uc801\uc778 \uc2e4\uc801\uc5d0 \uba54\ubaa8\ub9ac \uac00\uaca9 \uae09\ub4f1\uc774 \uacb0\uc815\uc801\uc778 \uc5ed\ud560\uc744 \ud588\ub2e4\uace0 \ubd84\uc11d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc9c0\ub09c\ud574 \ub9d0\uc5d0\ub3c4 \uc804 \ubd80\ud68c\uc7a5\uc740 \ube44\uc2b7\ud55c \uacbd\uace0\ub97c \ud588\uc2b5\ub2c8\ub2e4. \ub2f9\uc2dc \uba54\ubaa8\ub9ac \uc5c5\ud669 \uac1c\uc120\uc5d0 \ub300\ud55c \ub099\uad00\ub860\uc774 \ud655\uc0b0\ud558\uc790 \uc784\uc9c1\uc6d0\ub4e4\uc5d0\uac8c \u201c\uacbd\uc7c1\uc0ac\ub97c \ub530\ub77c\uc7a1\uc73c\ub824\uba74 \uc544\uc9c1 \uba40\uc5c8\ub2e4\u201d\ub294 \uba54\uc2dc\uc9c0\ub97c \uc804\ub2ec\ud558\uba70 \ub0b4\ubd80 \ub2e8\uc18d\uc5d0 \ub098\uc130\uc2b5\ub2c8\ub2e4. \uc2e4\uc801 \ud68c\ubcf5 \uc790\uccb4\ubcf4\ub2e4 \uadfc\ubcf8\uc801\uc778 \uae30\uc220 \uacbd\uc7c1\ub825 \ubcf5\uc6d0\uc774 \uc6b0\uc120\uc774\ub77c\ub294 \uc810\uc744 \uc5ed\uc124\ud55c \uac83\uc785\ub2c8\ub2e4.<\/p>\n

\uc804 \ubd80\ud68c\uc7a5\uc774 \ub2e4\uc2dc \u2018\uc704\uae30\ub860\u2019\uc744 \uaebc\ub0b4 \ub4e0 \uac83\uc740 \uc0bc\uc131 \ubc18\ub3c4\uccb4\uc758 \ubaa9\ud45c\uac00 \ub2e8\uc21c\ud788 SK\ud558\uc774\ub2c9\uc2a4\ub97c \ucd94\uc6d4\ud558\ub294 \ub370 \uadf8\uccd0\uc11c\ub294 \uc548 \ub41c\ub2e4\ub294 \ud310\ub2e8 \ub54c\ubb38\uc774\ub77c\ub294 \ud574\uc11d\uc774 \ub098\uc635\ub2c8\ub2e4. \uacfc\uac70 \uc0bc\uc131\uc804\uc790\uac00 \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc5d0\uc11c \uad6c\ucd95\ud55c \uacbd\uc7c1\ub825\uc758 \ubcf8\uc9c8\uc740 \ud2b9\uc815 \uc81c\ud488\uc774\ub098 \ud55c \uc138\ub300\uc5d0\uc11c\uc758 \uc131\ub2a5 \uc6b0\uc704\uc5d0 \uc788\uc9c0 \uc54a\uc558\ub2e4\ub294 \uc9c4\ub2e8\uc785\ub2c8\ub2e4. \uacb0\uad6d \uacf5\uc815\u00b7\uc124\uacc4\u00b7\uc218\uc728\u00b7\uc0dd\uc0b0\ub2a5\ub825 \uc804\ubc18\uc5d0\uc11c \uacbd\uc7c1\uc0ac\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \uc555\ub3c4\ud558\ub294 \u2018\ucd08\uaca9\ucc28\u2019\ub97c \ud68c\ubcf5\ud558\uae30 \uc804\uae4c\uc9c0\ub294 \uc791\uc740 \uc131\uacf5\uc5d0 \ub3c4\ucde8\ub3fc\uc11c\ub294 \uc548 \ub41c\ub2e4\ub294 \uc9c0\uc801\uc785\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

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