{"id":44573,"date":"2026-09-01T01:44:19","date_gmt":"2026-08-31T16:44:19","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=44573"},"modified":"2026-09-01T01:44:19","modified_gmt":"2026-08-31T16:44:19","slug":"%ec%98%81%ec%83%81hbm4-%ea%b3%b5%ea%b8%89-%eb%b3%b8%ea%b2%a9%ed%99%94%ec%97%90-%eb%a9%94%eb%aa%a8%eb%a6%ac%ea%b0%92-%ed%8f%ad%eb%93%b1hbm-%ec%82%ac%ec%83%81-%ec%b2%ab-70%eb%8b%ac%eb%9f%ac","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=44573","title":{"rendered":"\uc601\uc0c1HBM4 \uacf5\uae09 \ubcf8\uaca9\ud654\uc5d0 \uba54\ubaa8\ub9ac\uac12 \ud3ed\ub4f1\u2026HBM \uc0ac\uc0c1 \uccab 70\ub2ec\ub7ec \ub3cc\ud30c"},"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 \uba54\ubaa8\ub9ac \ucd08\uac15\uc138: 6\uc138\ub300 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) HBM4\uac00 \ubcf8\uaca9 \uacf5\uae09\ub418\uba74\uc11c \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uac00\uaca9\uc774 \uc7ac\ucc28 \uae09\ub4f1\ud588\ub2e4. \uc0bc\uc131\uc804\uc790(005930) \uc640 SK\ud558\uc774\ub2c9\uc2a4(000660) \uac00 \ube45\ud14c\ud06c\uc640 \uc7a5\uae30\uacf5\uae09\uacc4\uc57d(LTA)\uc744 \uc787\ub530\ub77c \uccb4\uacb0\ud558\uc790 HBM\uacfc \ubc94\uc6a9 D\ub7a8 \uac00\uaca9\uc774 \ub3d9\ubc18\ud574 \uce58\uc19f\uc558\uace0, \uc0dd\uc0b0\ub418\ub294 \uc989\uc2dc \uc804\ub7c9 \uc218\ucd9c\ub418\ub294 \ud488\uadc0 \uad6d\uba74\uc774 \uc774\uc5b4\uc9c0\ub294 \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n

\u25a0 \uc911\uad6d \ub85c\ubd07 \uad74\uae30: \ubcd1\ub69c\uaed1 \uc81c\uc870\uc0ac\uc5d0\uc11c \ucd9c\ubc1c\ud55c \ub9c8\uc774\ub514\uc5b4\uc758 \ub3c5\uc77c \ucfe0\uce74 \uc778\uc218\ub97c \uacc4\uae30\ub85c \uc911\uad6d\uc740 \uc778\uc218\ud569\ubcd1(M&A)\uc744 \uc55e\uc138\uc6cc \uc120\uc9c4\uad6d\uacfc\uc758 \uae30\uc220 \uaca9\ucc28\ub97c \ub2e8\uc228\uc5d0 \uc881\ud614\ub2e4. \ubc18\uba74 \ud55c\uad6d\uc740 2021\ub144\uc5d0\uc57c \ub85c\ubd07 \uae30\uc220 \ud655\ubcf4\uc804\uc5d0 \ub6f0\uc5b4\ub4e4\uba74\uc11c \ud22c\uc790 \uaddc\ubaa8\uc5d0\uc11c \uc911\uad6d\uacfc\uc758 \uaca9\ucc28\uac00 \uc624\ud788\ub824 \ubc8c\uc5b4\uc9c4 \uc0c1\ud669\uc774\ub2e4.<\/p>\n

\u25a0 \ud1b5\uc0c1 \uc9c0\ud615 \uc7ac\ud3b8: \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc774 \ud55c\uad6d\uc744 \uaca8\ub0e5\ud574 \ud1b5\uc0c1 \ubcf4\ubcf5\uc744 \uc554\uc2dc\ud558\uace0 \uc2a4\ucf67 \ubca0\uc120\ud2b8 \ubbf8\uad6d \uc7ac\ubb34\uc7a5\uad00\uc774 \uc911\uad6d\uacfc\uc758 \uad50\uc5ed\uc870\uac74 \uc7ac\uac80\ud1a0\ub97c \ucd09\uad6c\ud558\ub294 \ub4f1 \ud1b5\uc0c1 \ud658\uacbd\uc774 \uc694\ub3d9\ucce4\ub2e4. \ud55c\ud3b8 \ud55c\ud654\uc5d0\uc5b4\ub85c\uc2a4\ud398\uc774\uc2a4(012450) \uc758 \uc11c\uc720\ub7fd \uccab \uc9c4\ucd9c\uacfc \uc815\ubd80\uc758 \ud3ec\uad04\uc801\u00b7\uc810\uc9c4\uc801 \ud658\ud0dc\ud3c9\uc591\uacbd\uc81c\ub3d9\ubc18\uc790\ud611\uc815(CPTPP) \uac00\uc785 \ub17c\uc758 \ucc29\uc218\uac00 \ub9de\ubb3c\ub9ac\uba70 \uc2dc\uc7a5 \ub2e4\ubcc0\ud654 \ud750\ub984\ub3c4 \ub69c\ub837\ud574\uc9c0\ub294 \uad6d\uba74\uc774\ub2e4.<\/p>\n

[\uae30\uc5c5 CEO \uad00\uc2ec \ub274\uc2a4]<\/p>\n

1. LTA\u767c 2\ucc28 \uba54\ubaa8\ub9ac \ud488\uadc0\u2026HBM\u00b7D\ub7a8 \uac00\uaca9 \ub610 \uae09\ub4f1<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uae00\ub85c\ubc8c \ube45\ud14c\ud06c\uc758 \uc778\uacf5\uc9c0\ub2a5(AI) \ub370\uc774\ud130\uc13c\ud130\uc5d0 \ud22c\uc785\ub420 6\uc138\ub300 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) HBM4\uac00 \ubcf8\uaca9 \uacf5\uae09\ub418\uba74\uc11c \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uac00\uaca9\uc774 \uc7ac\ucc28 \uae09\ub4f1\ud588\ub2e4. \ubb34\uc5ed\ud611\ud68c\uc5d0 \ub530\ub974\uba74 7\uc6d4 \ub9d0 \uae30\uc900 HBM 1\uac1c\ub2f9 \ud3c9\uade0 \uc218\ucd9c\uac00\ub294 \uc804\ub2ec\ubcf4\ub2e4 9.5% \uc624\ub978 76.13\ub2ec\ub7ec\ub85c \uc0ac\uc0c1 \ucc98\uc74c 70\ub2ec\ub7ec\ub97c \ub3cc\ud30c\ud588\ub2e4. \ub610\ud55c D\ub7a8\uc744 \uc801\uce35\ud574 \ub9cc\ub4dc\ub294 HBM4\uc758 \uc0dd\uc0b0\uc774 \ub298\uba74\uc11c \ubc94\uc6a9 D\ub7a8 \ud3c9\uade0 \uc218\ucd9c\uac00\ub3c4 22.9\ub2ec\ub7ec\ub85c 24.3% \uae09\ub4f1\ud588\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc0bc\uc131\uc804\uc790\ub294 \ud3c9\ud0dd\ucea0\ud37c\uc2a4\uc758 \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1 \uc0dd\uc0b0) \ub77c\uc778\uc744 \uba54\ubaa8\ub9ac \uc0dd\uc0b0 \uc2dc\uc124\ub85c \uc804\ud658\ud558\ub294 \ubc29\uc548\uc744 \uac80\ud1a0 \uc911\uc774\uba70, \ucd5c\ud0dc\uc6d0 SK \ud68c\uc7a5\uc740 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc77c\ubcf8 \ubc18\ub3c4\uccb4 \uacf5\uc7a5 \uc124\ub9bd \uac80\ud1a0 \uc0ac\uc2e4\uc744 \ubc1d\ud614\ub2e4. \ub3c4\uc6d0\ube48 \ubb34\uc5ed\ud611\ud68c \uc218\uc11d\uc5f0\uad6c\uc6d0\uc740 \ubc18\ub3c4\uccb4\uac00 \uc0dd\uc0b0 \uc989\uc2dc \uc804\ub7c9 \uc218\ucd9c\ub418\uace0 \uc788\uc5b4 \ub2f9\ubd84\uac04 \ub2e8\uac00 \uc0c1\uc2b9\uc774 \ubd88\uac00\ud53c\ud558\ub2e4\uace0 \uc124\uba85\ud588\ub2e4.<\/p>\n

2. \ud734\uba38\ub178\uc774\ub4dc 1\uc704 \u4e2d\u2026\ube44\uacb0\uc740 \u2018\uba54\uac00 M&A\u2019<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc911\uad6d \ub85c\ubd07 \uc0b0\uc5c5\uc758 \ub3c4\uc57d \ubc30\uacbd\uc73c\ub85c \ub300\ud615 \uc778\uc218\ud569\ubcd1(M&A)\uc774 \uc9c0\ubaa9\ub410\ub2e4. 1968\ub144 \uad11\ub465\uc131\uc5d0\uc11c \uc790\ubcf8\uae08 5000\uc704\uc548(\uc57d 102\ub9cc \uc6d0)\uc758 \ubcd1\ub69c\uaed1 \uc81c\uc870 \ud68c\uc0ac\ub85c \ucd9c\ubc1c\ud55c \ub9c8\uc774\ub514\uc5b4\ub294 2016\ub144 \uc138\uacc4 4\ub300 \uc0b0\uc5c5\uc6a9 \ub85c\ubd07 \uae30\uc5c5\uc778 \ub3c5\uc77c \ucfe0\uce74\ub97c 45\uc5b5 \uc720\ub85c(\uc57d 7\uc870 1500\uc5b5 \uc6d0)\uc5d0 \uc778\uc218\ud588\uace0, \ucfe0\uce74\ub294 \ud604\uc7ac \uc911\uad6d \ub0b4 6\uac1c \ub85c\ubd07 \uc0dd\uc0b0 \uacf5\uc7a5\uc744 \uc6b4\uc601 \uc911\uc774\ub2e4. \uc11c\uc6b8\uacbd\uc81c\uc2e0\ubb38\uc774 \ud55c\uc911 \ub85c\ubd07 \uae30\uc5c5 \uacf5\uc2dc\ub97c \ubd84\uc11d\ud55c \uacb0\uacfc \uc911\uad6d\uc740 2016\ub144 \uc774\ud6c4 10\ub144\uac04 \uc804 \uc138\uacc4 \ud575\uc2ec \ub85c\ubd07 \uae30\uc5c5 \ucd5c\uc18c 13\uacf3\uc5d0 56\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud55c \ubc18\uba74, \ud55c\uad6d\uc740 2021\ub144 \ud604\ub300\ucc28\uc758 \ubcf4\uc2a4\ud134\ub2e4\uc774\ub0b4\ubbf9\uc2a4 \uc9c0\ubd84 \uc778\uc218\ub97c \uc2dc\uc791\uc73c\ub85c \ub4a4\ub2a6\uac8c \ub6f0\uc5b4\ub4e4\uc5b4 \uac70\ub798 \uae08\uc561\uc774 16\uc5b5 \ub2ec\ub7ec\uc5d0 \uadf8\ucce4\ub2e4. \uc624\uc2b9\ud6c8 \uae30\uacc4\uc5f0\uad6c\uc6d0 \uae30\uacc4\uc815\ucc45\uc13c\ud130\uc7a5\uc740 \ub85c\ubd07 \uc8fc\uad8c \ud655\ubcf4\ub97c \uc704\ud55c \uad6d\uac00 \uc804\ub7b5\uc774 \uc2dc\uae09\ud558\ub2e4\uace0 \uc9c0\uc801\ud588\ub2e4.<\/p>\n

3. HBM4 \ud310\ub3c4 \ubcc0\ud654\u2026\uc0bc\uc804\u00b7\ud558\ub2c9 \ub208\ub192\uc774\ub3c4 \uc5c7\uac08\ub824<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc0bc\uc131\uc804\uc790\uc758 HBM4 \uc591\uc0b0 \ud655\ub300\uc640 \uc218\uc728 \uac1c\uc120\uc774 \uc870\uba85\uc744 \ubc1b\uc73c\uba74\uc11c \uadf8\uac04 SK\ud558\uc774\ub2c9\uc2a4\uc5d0 \uc9d1\uc911\ub410\ub358 \u2018\uacf5\uae09\uc790 \ud504\ub9ac\ubbf8\uc5c4\u2019\uc774 \uc7ac\ud3c9\uac00\ub418\ub294 \ubaa8\uc2b5\uc774\ub2e4. \ud55c\uad6d\uac70\ub798\uc18c\uc5d0 \ub530\ub974\uba74 \ucd5c\uadfc \ud55c \ub2ec\uac04 \uc0bc\uc131\uc804\uc790\ub294 1.18% \uc624\ub978 \ubc18\uba74 SK\ud558\uc774\ub2c9\uc2a4\ub294 8.98% \ud558\ub77d\ud588\uace0, \uac19\uc740 \uae30\uac04 \uc678\uad6d\uc778\uc740 SK\ud558\uc774\ub2c9\uc2a4\ub97c 5\uc870 9805\uc5b5 \uc6d0\uc5b4\uce58 \uc21c\ub9e4\ub3c4\ud588\ub2e4. \uc774\uc5d0 LS\uc99d\uad8c(078020) \uc740 \uc0bc\uc131\uc804\uc790 \ubaa9\ud45c\uc8fc\uac00\ub97c 40\ub9cc \uc6d0\uc5d0\uc11c 45\ub9cc \uc6d0\uc73c\ub85c 12.5% \uc62c\ub9b0 \ubc18\uba74 SK\ud558\uc774\ub2c9\uc2a4\ub294 330\ub9cc \uc6d0\uc5d0\uc11c 240\ub9cc \uc6d0\uc73c\ub85c 27.3% \ub0ae\ucdc4\ub2e4. \uc0bc\uc131\uc804\uc790\uc758 HBM4 \ucd9c\ud558 \ube44\uc911\uc740 \uc62c 1\ubd84\uae30 \uc57d 5%\uc5d0\uc11c 2\ubd84\uae30 \uc57d 35%\ub85c \ub192\uc544\uc9c4 \uac83\uc73c\ub85c \ucd94\uc815\ub410\ub2e4. \uc815\uc6b0\uc131 LS\uc99d\uad8c \uc5f0\uad6c\uc6d0\uc740 \ubaa9\ud45c\uac00 \ud558\ud5a5\uc774 HBM \uc2dc\uc7a5\uc758 \uc131\uc7a5 \ub454\ud654\uac00 \uc544\ub2c8\ub77c \uacf5\uae09\uc790 \uac04 \uacbd\uc7c1 \uad6c\ub3c4\uac00 \uc815\uc0c1\ud654\ub418\ub294 \uacfc\uc815\uc774\ub77c\uace0 \uc124\uba85\ud588\ub2e4.<\/p>\n

[\uae30\uc5c5 CEO \ucc38\uace0 \ub274\uc2a4]<\/p>\n

4. \u2018\uc774\ub780\uc804 \uc548 \ub3c4\uc6b4 \ud55c\uad6d\u2019 \ub610 \uc800\uaca9\ud55c \ud2b8\ub7fc\ud504\u2026\u201c\uc6b0\ub9b0 \ub3c8 \ub9ce\uc774 \ubc8c \uac83\u201d \ud1b5\uc0c1 \ubcf4\ubcf5 \uc554\uc2dc<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc774 30\uc77c(\ud604\uc9c0 \uc2dc\uac04) \uacf5\uac1c\ub41c \ud3ed\uc2a4\ub274\uc2a4 \uc778\ud130\ubdf0\uc5d0\uc11c \ud55c\uad6d\uc5d0 \ub300\ud55c \ubd88\ub9cc\uc744 \uc7ac\ucc28 \ud130\ub728\ub9ac\uba70 \ud1b5\uc0c1 \ubcf4\ubcf5\uc744 \uc554\uc2dc\ud588\ub2e4. \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \ubbf8\uad6d\uc774 \ubd81\ub300\uc11c\uc591\uc870\uc57d\uae30\uad6c(NATO\u00b7\ub098\ud1a0)\uc640 \ub2e4\ub978 \ub098\ub77c\ub97c \uc704\ud574 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\ub97c \uc4f0\uc9c0\ub9cc \ub3c4\uc6c0\uc744 \ubc1b\uc9c0 \ubabb\ud55c\ub2e4\uba70 \ud55c\uad6d\uc744 \uadf8 \uc608\ub85c \uc9c0\ubaa9\ud588\ub2e4. \ub610\ud55c \uc8fc\ud55c\ubbf8\uad70 \uaddc\ubaa8\ub97c \uc57d 4\ub9cc \uba85\uc73c\ub85c \uc5b8\uae09\ud558\uba70 \uc774\ub780 \uad00\ub828 \uc694\uccad\uc744 \uac70\uc808\ub2f9\ud588\ub2e4\uace0 \uc8fc\uc7a5\ud588\uc73c\ub098, \uc2e4\uc81c \uc8fc\ub454 \ubcd1\ub825\uc740 \uc57d 2\ub9cc 8500\uba85\uc73c\ub85c \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \uadf8\uac04 \uaddc\ubaa8\ub97c \uacfc\uc7a5\ud574\uc654\ub2e4. \ud55c\ud3b8 \uc2a4\ucf67 \ubca0\uc120\ud2b8 \ubbf8\uad6d \uc7ac\ubb34\uc7a5\uad00\uc740 \uc8fc\uc694 20\uac1c\uad6d(G20) \ud68c\uc6d0\uad6d\uc5d0 \uc911\uad6d\uacfc\uc758 \uad50\uc5ed\uc870\uac74 \uc7ac\uac80\ud1a0\ub97c \ucd09\uad6c\ud558\uba70 1\uc870 2000\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc911\uad6d \ubb34\uc5ed\ud751\uc790\ub97c \uc138\uacc4\uac00 \uac10\ub2f9\ud560 \uc218 \uc5c6\ub2e4\uace0 \uac15\uc870\ud588\ub2e4. \uc77c\ubcf8 \uad6d\ucc44 10\ub144\ubb3c \uae08\ub9ac\ub294 31\uc77c \ub3c4\ucfc4 \ucc44\uad8c\uc2dc\uc7a5\uc5d0\uc11c 2.950%\uae4c\uc9c0 \uc62c\ub77c 1996\ub144 9\uc6d4 \uc774\ud6c4 \uc57d 30\ub144 \ub9cc\uc758 \ucd5c\uace0 \uc218\uc900\uc744 \uae30\ub85d\ud55c \uc0c1\ud669\uc774\ub2e4.<\/p>\n

5. \ud55c\ud654\uc5d0\uc5b4\ub85c, K9 \uc790\uc8fc\ud3ec \uc2a4\ud398\uc778\uc5d0 128\ub300 \uc218\ucd9c\u2026\uc11c\uc720\ub7fd \uccab \uc9c4\ucd9c<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ud55c\ud654\uc5d0\uc5b4\ub85c\uc2a4\ud398\uc774\uc2a4\uac00 31\uc77c \uc2a4\ud398\uc778 \ubc29\uc0b0\uc5c5\uccb4 \uc778\ub4dc\ub77c\uc2dc\uc2a4\ud15c\uc988\uc640 K9 \uc790\uc8fc\ud3ec \ub4f1\uc758 \uc218\ucd9c \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\ub2e4\uace0 \uacf5\uc2dc\ud558\uba70 \uc11c\uc720\ub7fd \uc2dc\uc7a5\uc5d0 \ucc98\uc74c \uc9c4\ucd9c\ud588\ub2e4. \uc55e\uc11c 3\uc6d4 \ub9fa\uc740 \uc591\ud574\uac01\uc11c(MOU)\ub294 K9 \uae30\ubc18 \uada4\ub3c4\ud615 \uc790\uc8fc\ud3ec 128\ub300\uc640 \ud0c4\uc57d\uc7ac\ubcf4\uae09\ucc28 120\ub300, \uc9c0\ud718\ud1b5\uc81c\ucc28 11\ub300, \uad6c\ub09c\ucc28 21\ub300 \ub4f1 \ucd1d 280\ub300 \uacf5\uae09\uc774 \ubf08\ub300\uc600\uc73c\uba70, \ub2e8\uc21c \uc644\uc81c\ud488 \uc218\ucd9c\uc774 \uc544\ub2cc \uae30\uc220 \uc774\uc804\uc744 \ub3d9\ubc18\ud55c \ud604\uc9c0 \uc0dd\uc0b0 \ubc29\uc2dd\uc73c\ub85c \ucd94\uc9c4\ub41c\ub2e4. \uc774\ubc88 \uacc4\uc57d\uc758 \uad6c\uccb4\uc801 \ubb3c\ub7c9\uacfc \uae08\uc561\uc740 \uacbd\uc601\uc0c1 \ube44\ubc00 \uc720\uc9c0 \uc870\ud56d\uc5d0 \ub530\ub77c \uacf5\uac1c\ub418\uc9c0 \uc54a\uc558\ub2e4. \ub2e4\ub9cc 7\uc6d4 \uae30\ubcf8 \uacc4\uc57d \uacf5\uc2dc\uc5d0\uc11c \u2018\ucd5c\uadfc \ub9e4\ucd9c\uc561\uc758 2.5% \uc774\uc0c1\u2019\uc774\ub77c\uace0 \ubc1d\ud78c \ub9cc\ud07c \uacc4\uc57d \uaddc\ubaa8\ub294 \ucd5c\uc18c 6600\uc5b5 \uc6d0, \ub9ce\uac8c\ub294 1\uc870 \uc6d0 \uc548\ud30e\uc73c\ub85c \ucd94\uc0b0\ub41c\ub2e4. \uc774\ubc88 \uacc4\uc57d\uc73c\ub85c K9 \uc6b4\uc6a9\uad6d\uc740 \uc804 \uc138\uacc4 11\uac1c\uad6d\uc73c\ub85c \ub298\uc5c8\ub2e4. \ucd1d 7\uc870 \uc6d0\ub300\uc778 \uc2a4\ud398\uc778 \uc790\uc8fc\ud3ec \ud604\ub300\ud654 \uc0ac\uc5c5\uc5d0\uc11c \uc11c\uc720\ub7fd\uc758 \ub192\uc740 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub118\uc740 \uccab \uc0ac\ub840\ub2e4.<\/p>\n

6. \u201c\u97d3, CPTPP \uad50\uc5ed \ube44\uc911 \u7f8e\u00b7\u4e2d\ubcf4\ub2e4 \ucee4\u2026\uac00\uc785 \uc2dc \uacf5\uae09\ub9dd \uac15\ud654 \uc2dc\ub108\uc9c0\u201d<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc815\ubd80\uac00 \ud3ec\uad04\uc801\u00b7\uc810\uc9c4\uc801 \ud658\ud0dc\ud3c9\uc591\uacbd\uc81c\ub3d9\ubc18\uc790\ud611\uc815(CPTPP) \uac00\uc785 \ub17c\uc758\uc5d0 \ucc29\uc218\ud55c \uac00\uc6b4\ub370 \uc804\ubb38\uac00\ub4e4\uc774 \uacf5\uae09\ub9dd \ub9ac\uc2a4\ud06c \ucd5c\uc18c\ud654\ub97c \uc704\ud574 \ub17c\uc758\ub97c \uc11c\ub458\ub7ec\uc57c \ud55c\ub2e4\uace0 \uc785\uc744 \ubaa8\uc558\ub2e4. \uc81c\ud504\ub9ac \uc1fc\ud2b8 \ud53c\ud130\uc2a8\uad6d\uc81c\uacbd\uc601\uc5f0\uad6c\uc18c(PIIE) \uc120\uc784\uc5f0\uad6c\uc704\uc6d0\uc740 \uc9c0\ub09c\ud574 \ud55c\uad6d\uacfc CPTPP \ud68c\uc6d0\uad6d \uac04 \uad50\uc5ed\uc774 \uc804\uccb4 \uad50\uc5ed\uc561\uc758 25%\uc5d0 \ub2ec\ud574 \uc911\uad6d(20%)\uacfc \ubbf8\uad6d(15%)\uc744 \uc6c3\ub3c8\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud575\uc2ec \uad11\ubb3c\uacfc \uae30\uacc4\ub958 \ub4f1\uc758 \uacf5\uae09\ub9dd \ub9ac\uc2a4\ud06c\ub97c \uc644\ud654\ud560 \uc218 \uc788\ub2e4\ub294 \uc124\uba85\uc774\ub2e4. \ub610\ud55c \ub370\ubcf4\ub77c \uc5d8\ub984\uc2a4 \ud78c\ub9ac\ud788\uc7ac\ub2e8 \ubb34\uc5ed\uc815\ucc45\ucd1d\uad04\uc740 \ud55c\uad6d\uc774 \ub2a6\uac8c \ud569\ub958\ud560\uc218\ub85d CPTPP \ub0b4 \uaddc\ubc94 \uc218\ub9bd \uc8fc\ub3c4\uad8c\uc774 \uc57d\ud574\uc9c8 \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud588\ub2e4. \ub18d\ucd95\uc0b0\uc5b4\uc5c5\uacc4 \ubc18\ub300\ub77c\ub294 \uc7c1\uc810\uc5d0 \ub300\ud574 \uc1fc\ud2b8 \uc120\uc784\uc5f0\uad6c\uc704\uc6d0\uc740 \uc218\uc785 \ucffc\ud130 \uc124\uc815\uacfc \ub099\ub18d\uc5c5 \uc548\uc815\ud654 \ud504\ub85c\uadf8\ub7a8\uc73c\ub85c \uc815\uce58\uc801 \ubc18\ub300\ub97c \uadf9\ubcf5\ud55c \uc77c\ubcf8 \uc0ac\ub840\ub97c \ucc38\uace0\ud558\ub77c\uace0 \uc870\uc5b8\ud55c \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: LTA\u767c 2\ucc28 \uba54\ubaa8\ub9ac \ud488\uadc0\u2026HBM\u00b7D\ub7a8 \uac00\uaca9 \ub610 \uae09\ub4f1 <\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uacbd\uc2e4\ub828 \u201c\ubc30\uc784\uc8c4 \ud3d0\uc9c0 \ub17c\uc758 \uc911\ub2e8\ud574\uc57c\u2026\uc2dc\uc7a5 \uacbd\uc81c \uc9c8\uc11c \ud655\ub9bd \uc6b0\uc120\u201d <\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \ud1a0\uc2a4\ubc45\ud06c, \uc0c1\ubc18\uae30 \uc21c\uc775 589\uc5b5 \u2018\ubc18\uae30 \ucd5c\ub300\u2019\u2026\uc11c\ubbfc\uae08\uc735 1\uc870 \uacf5\uae09 <\/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":44572,"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-44573","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-society"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/09\/news_img_20260901014426_41970-1.png",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 \uba54\ubaa8\ub9ac \ucd08\uac15\uc138: 6\uc138\ub300 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) HBM4\uac00 \ubcf8\uaca9 \uacf5\uae09\ub418\uba74\uc11c \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uac00\uaca9\uc774 \uc7ac\ucc28 \uae09\ub4f1\ud588\ub2e4. \uc0bc\uc131\uc804\uc790(005930) \uc640 SK\ud558\uc774\ub2c9\uc2a4(000660) \uac00 \ube45\ud14c\ud06c\uc640 \uc7a5\uae30\uacf5\uae09\uacc4\uc57d(LTA)\uc744 \uc787\ub530\ub77c \uccb4\uacb0\ud558\uc790 HBM\uacfc \ubc94\uc6a9 D\ub7a8 \uac00\uaca9\uc774 \ub3d9\ubc18\ud574 \uce58\uc19f\uc558\uace0, \uc0dd\uc0b0\ub418\ub294 \uc989\uc2dc \uc804\ub7c9 \uc218\ucd9c\ub418\ub294 \ud488\uadc0 \uad6d\uba74\uc774 \uc774\uc5b4\uc9c0\ub294 \ubaa8\uc2b5\uc774\ub2e4. \u25a0 \uc911\uad6d \ub85c\ubd07 \uad74\uae30: \ubcd1\ub69c\uaed1 \uc81c\uc870\uc0ac\uc5d0\uc11c \ucd9c\ubc1c\ud55c \ub9c8\uc774\ub514\uc5b4\uc758 \ub3c5\uc77c \ucfe0\uce74 \uc778\uc218\ub97c \uacc4\uae30\ub85c \uc911\uad6d\uc740 \uc778\uc218\ud569\ubcd1(M&A)\uc744 \uc55e\uc138\uc6cc \uc120\uc9c4\uad6d\uacfc\uc758 \uae30\uc220 \uaca9\ucc28\ub97c \ub2e8\uc228\uc5d0 \uc881\ud614\ub2e4. \ubc18\uba74 \ud55c\uad6d\uc740 2021\ub144\uc5d0\uc57c \ub85c\ubd07 \uae30\uc220 \ud655\ubcf4\uc804\uc5d0 \ub6f0\uc5b4\ub4e4\uba74\uc11c \ud22c\uc790…<\/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\uc0c1HBM4 \uacf5\uae09 \ubcf8\uaca9\ud654\uc5d0 \uba54\ubaa8\ub9ac\uac12 \ud3ed\ub4f1\u2026HBM \uc0ac\uc0c1 \uccab 70\ub2ec\ub7ec \ub3cc\ud30c - 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