{"id":47486,"date":"2026-10-05T20:31:49","date_gmt":"2026-10-05T11:31:49","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=47486"},"modified":"2026-10-05T20:31:49","modified_gmt":"2026-10-05T11:31:49","slug":"%ec%82%bc%ec%84%b1-%eb%b2%a0%ed%8a%b8%eb%82%a8%ec%97%90-d%eb%9e%a8%c2%b7%eb%82%b8%eb%93%9c-%ed%9b%84%ea%b3%b5%ec%a0%95-%ed%97%88%eb%b8%8c-%ea%b5%ac%ec%b6%95hbm-%ea%b5%ad","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=47486","title":{"rendered":"\uc0bc\uc131, \ubca0\ud2b8\ub0a8\uc5d0 D\ub7a8\u00b7\ub0b8\ub4dc \u2018\ud6c4\uacf5\uc815 \ud5c8\ube0c\u2019 \uad6c\ucd95\u2026HBM \uad6d\ub0b4 \uc9d1\uc911, \ubc94\uc6a9\uc740 \ud574\uc678 \ubd84\uc0b0"},"content":{"rendered":"

\uc0bc\uc131\uc804\uc790(005930) \uac00 \ubca0\ud2b8\ub0a8\uc5d0 \ub300\uaddc\ubaa8 \ubc18\ub3c4\uccb4 \ud14c\uc2a4\ud2b8 \ud339(Fab)\uc744 \uc9d3\ub294 \uac83\uc740 \uc778\uacf5\uc9c0\ub2a5(AI) \uc778\ud504\ub77c \ud655\uc7a5 \uc18d\uc5d0 \uae09\uc99d\ud558\ub294 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uc218\uc694\uc5d0 \ub300\uc751\ud574 \uc218\ucd9c \uac70\uc810\uc744 \ub2e4\ubcc0\ud654\ud558\ub824\ub294 \uc804\ub7b5\uc758 \uc77c\ud658\uc774\ub2e4. \uad6d\ub0b4\uc5d0 \uc9d1\uc911\ub41c \ud14c\uc2a4\ud2b8 \ud339\uc744 \ud574\uc678\uc5d0\ub3c4 \uad6c\ucd95\ud574 \uae00\ub85c\ubc8c \uace0\uac1d\uc0ac\uc5d0 \uba54\ubaa8\ub9ac\ub97c \uc548\uc815\uc801\uc73c\ub85c \uacf5\uae09\ud560 \uc218 \uc788\ub294 \uc218\ucd9c \uae30\uc9c0\ub97c \ub2e4\ubcc0\ud654\ud558\ub294 \uad6c\uc0c1\uc774\ub2e4.<\/p>\n

\uc11c\uc6b8\uacbd\uc81c\uc2e0\ubb38\uc774 5\uc77c \ud655\ubcf4\ud55c \uc0bc\uc131\uc804\uc790\uc758 \ud0c0\uc774\uc751\uc6b0\uc60c\uc131 \uc778\ubbfc\uc704\uc6d0\ud68c \uc81c\ucd9c \uc790\ub8cc\uc5d0 \ub530\ub974\uba74 \uc0bc\uc131\uc804\uc790\ub294 3\uc6d4 \ubca0\ud2b8\ub0a8\uc5d0 \ubc18\ub3c4\uccb4 \ud6c4\uacf5\uc815 \ubc95\uc778\uc778 \uc0bc\uc131\ubca0\ud2b8\ub0a8\uc138\ubbf8\ucee8\ub355\ud130(SVS)\ub97c \uc124\ub9bd\ud588\uc73c\uba70 \ud0c0\uc774\uc751\uc6b0\uc60c \uc60c\ube48\uc0b0\uc5c5\ub2e8\uc9c0 CN-11\u00b7CN-12 \uad6c\uc5ed\uc5d0 \ubc18\ub3c4\uccb4 \ud14c\uc2a4\ud2b8 \ud339\uc744 \uac74\uc124\ud558\uace0 \uc788\ub2e4.<\/p>\n

\ubd80\uc9c0\ub294 \uc0bc\uc131\uc804\uc790 \uc2a4\ub9c8\ud2b8\ud3f0 \uc0dd\uc0b0\uc2dc\uc124\uacfc \uac19\uc740 \ub2e8\uc9c0\uc5d0 \uc704\uce58\ud558\uba70 \uba74\uc801\uc740 \ucd95\uad6c\uc7a5 37\uac1c \uaddc\ubaa8\uc778 26\ub9cc 5895\u33a1\uc5d0 \ub2ec\ud55c\ub2e4. \uc60c\ube48\uc0b0\ub2e8\uc740 \uac04\uc120\ub3c4\ub85c\ub97c \ube44\ub86f\ud574 \ub178\uc774\ubc14\uc774\uad6d\uc81c\uacf5\ud56d\uacfc \ud56d\ub9cc\uc73c\ub85c \uc774\uc5b4\uc9c0\ub294 \ubb3c\ub958\ub9dd\uc744 \uac16\ucd94\uace0 \uc788\ub2e4. \ud558\ub8e8 15\ub9cc \u33a5 \uaddc\ubaa8\uc758 \uc6a9\uc218\uc2dc\uc124\uacfc \ud558\ub8e8 8\ub9cc \u33a5 \uaddc\ubaa8\uc758 \ud3d0\uc218\ucc98\ub9ac\uc2dc\uc124 \ub4f1 \uc0b0\uc5c5 \uae30\ubc18\uc2dc\uc124\ub3c4 \ub9c8\ub828\ub3fc \uc788\ub2e4.<\/p>\n

\ucd1d 2\uae30\ub85c \uacc4\ud68d\ub41c \ubca0\ud2b8\ub0a8 \ud339\uc758 \ucd1d\ud22c\uc790 \uaddc\ubaa8\ub294 105\uc870 7944\uc5b5 \ub3d9(\uc57d 5\uc870 4800\uc5b5 \uc6d0)\uc774\ub2e4. \uc774 \uac00\uc6b4\ub370 \uc0bc\uc131 \uacc4\uc5f4\uc0ac \uc870\ub2ec \uc790\uae08\uc774 \uc804\uccb4\uc758 34.6%, \ud22c\uc790\uc790 \ucd9c\uc790\uae08\uc774 2.5%\ub97c \ucc28\uc9c0\ud55c\ub2e4. \ub098\uba38\uc9c0 66\uc870 6401\uc5b5 \ub3d9(\uc57d 3\uc870 4500\uc5b5 \uc6d0)\uc740 \ud5a5\ud6c4 \ud604\uc9c0 \uc0ac\uc5c5\uc5d0\uc11c \uc774\uc775\uc774 \ub098\uba74 \uc774\ub97c \uc7ac\ud22c\uc790\ud574 \ucda9\ub2f9\ud55c\ub2e4. \uae08\uc735\uae30\uad00 \ucc28\uc785 \uc5c6\uc774 \ubca0\ud2b8\ub0a8 \ubc18\ub3c4\uccb4 \uc0ac\uc5c5\uc744 \ub2e8\uacc4\uc801\uc73c\ub85c \ud655\uc7a5\ud558\uba70 \ud0a4\uc6b0\uaca0\ub2e4\ub294 \uc758\ubbf8\ub2e4.<\/p>\n

\uc591\uc0b0 \uc77c\uc815\ub3c4 \uad6c\uccb4\ud654\ub410\ub2e4. \uc0bc\uc131\ubca0\ud2b8\ub0a8\uc138\ubbf8\ucee8\ub355\ud130 1\uacf5\uc7a5 1\uce35 \uc0dd\uc0b0 \ub77c\uc778(V1)\uc740 \ub0b4\ub144 7\uc6d4 \uc7a5\ube44 \ubc18\uc785\uc744 \uc2dc\uc791\ud574 \uac19\uc740 \ud574 4\ubd84\uae30 \uc911 \uacf5\uc2dd \uac00\ub3d9\ud55c\ub2e4. 2\uce35 \uc0dd\uc0b0 \ub77c\uc778(V2)\uc740 2028\ub144 5\uc6d4 \uc7a5\ube44\ub97c \ubc18\uc785\ud574 \uac19\uc740 \ud574 10\uc6d4 \uac00\ub3d9\ud55c\ub2e4.<\/p>\n

\ubc18\ub3c4\uccb4 \ud14c\uc2a4\ud2b8 \ud339\uc740 \uc6e8\uc774\ud37c\uc5d0 \uba54\ubaa8\ub9ac \ud68c\ub85c\ub97c \ub9cc\ub4dc\ub294 \uc804\uacf5\uc815 \ud339\uacfc \ub2ec\ub9ac \ud328\ud0a4\uc9d5\ub41c D\ub7a8\uacfc \ub0b8\ub4dc\ub97c \uace0\uac1d\uc0ac\ub85c \ucd9c\ud558\ud558\uae30 \uc804 \ucd5c\uc885 \uac80\uc0ac\ud558\ub294 \ub9c8\uc9c0\ub9c9 \uad00\ubb38\uc774\ub2e4. \uba54\ubaa8\ub9ac\uc5d0 \uc804\uae30 \uc2e0\ud638\ub97c \ub123\uc5b4 \uc815\uc0c1 \uc18d\ub3c4\ub85c \ub370\uc774\ud130\ub97c \uc77d\uace0 \uc4f0\ub294\uc9c0 \ud655\uc778\ud558\uace0 \uace0\uc628\u00b7\uace0\uc804\uc555 \ub4f1 \uac00\ud639\ud55c \ud658\uacbd\uc5d0\uc11c\ub3c4 \uc624\ub958\uac00 \uc5c6\ub294\uc9c0 \uac80\uc99d\ud55c\ub2e4. \uc774 \uacfc\uc815\uc5d0\uc11c \ubd88\ub7c9\ud488\uc744 \uac78\ub7ec\ub0b4\uace0 \ud488\uc9c8 \uae30\uc900\uc744 \ud1b5\uacfc\ud55c \uc81c\ud488\ub9cc \uace0\uac1d\uc0ac\ub85c \ucd9c\ud558\ud55c\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\uac00 \ud574\uc678\uc5d0 \uba54\ubaa8\ub9ac \ud14c\uc2a4\ud2b8 \ud339\uc744 \uc870\uc131\ud558\ub294 \ubc30\uacbd\uc5d0\ub294 \uc218\ucd9c \uacbd\ub85c\ub97c \ub2e4\uac01\ud654\ud574 \uacf5\uae09\ub9dd \ub300\uc751\ub825\uc744 \ub192\uc774\ub824\ub294 \uc804\ub7b5\uc774 \uae54\ub824 \uc788\ub2e4. \uad6d\ub0b4 \ud14c\uc2a4\ud2b8 \uac70\uc810\uc778 \ucc9c\uc548\u00b7\uc628\uc591\ucea0\ud37c\uc2a4\uc5d0\uc11c \ub178\uc0ac \ubb38\uc81c\ub098 \uc7ac\ud574\u00b7\uc0ac\uace0 \ub4f1 \uc608\uc0c1\uce58 \ubabb\ud55c \ubcc0\uc218\uac00 \ubc1c\uc0dd\ud558\ub354\ub77c\ub3c4 \ubca0\ud2b8\ub0a8\uc5d0\uc11c \uc218\ucd9c \ubb3c\ub7c9\uc744 \uc77c\ubd80 \uc18c\ud654\ud574 \uacf5\uae09 \ucc28\uc9c8\uc744 \ucd5c\uc18c\ud654\ud558\uaca0\ub2e4\ub294 \ud3ec\uc11d\uc774\ub2e4. \ud2b9\ud788 \ubbf8\uad6d\uc744 \ube44\ub86f\ud55c \uc8fc\uc694\uad6d\uc758 \uad00\uc138 \uc815\ucc45\uc774 \uc218\uc2dc\ub85c \ubc14\ub00c\ub294 \uc0c1\ud669\uc5d0\uc11c \ubca0\ud2b8\ub0a8\uc5d0 \ubcc4\ub3c4 \uc218\ucd9c \uac70\uc810\uc744 \ud655\ubcf4\ud558\uba74 \uace0\uac1d\uc0ac\uc758 \uc9c0\uc5ed\uc5d0 \ub530\ub77c \ucd9c\ud558 \uacbd\ub85c\ub97c \ud0c4\ub825\uc801\uc73c\ub85c \uc870\uc815\ud560 \uc218 \uc788\uac8c \ub41c\ub2e4.<\/p>\n

\uc774\ubc88 \ud22c\uc790\ub97c \ubc1c\ud310\uc73c\ub85c \uc0bc\uc131\uc758 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc740 \uacf5\uc815\ubcc4 \uc5ed\ud560\uc744 \uc138\ubd84\ud654\ud558\uba70 \ud55c\uce35 \uc785\uccb4\uc801\uc73c\ub85c \uc7ac\ud3b8\ub41c\ub2e4. \ucca8\ub2e8 \uba54\ubaa8\ub9ac \uc804\uacf5\uc815 \ud339\uc740 \ud3c9\ud0dd\u00b7\uc6a9\uc778\u00b7\uc804\ub0a8\uad11\uc8fc \ub4f1 \uad6d\ub0b4 \uac70\uc810\uc744 \uc911\uc2ec\uc73c\ub85c \ud655\ub300\ub418\ub294 \ud55c\ud3b8 \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0) \ud339\uc740 \ubbf8\uad6d \ud14d\uc0ac\uc2a4\ub97c \uc911\uc2ec\uc73c\ub85c \uae00\ub85c\ubc8c \ube45\ud14c\ud06c \ub300\uc751\ub825\uc744 \ub192\uc774\uace0 \uc788\ub2e4. \uc5ec\uae30\uc5d0 \ud6c4\uacf5\uc815 \ud339\uc740 \ucc9c\uc548\u00b7\uc628\uc591\uacfc \uc911\uad6d \uc464\uc800\uc6b0\uc5d0 \uc774\uc5b4 \ubca0\ud2b8\ub0a8 \ud0c0\uc774\uc751\uc6b0\uc60c\uc5d0 \uad6c\ucd95\ub418\ub294 \uc0c1\ud669\uc774\ub2e4.<\/p>\n

\ud2b9\ud788 \ubca0\ud2b8\ub0a8\uc774 \ubc18\ub3c4\uccb4 \uc0ac\uc5c5\uc7a5\uc73c\ub85c \ub099\uc810\ub41c \ubc30\uacbd\uc5d0\ub294 \uc0bc\uc131\uc804\uc790\uac00 10\ub144 \ub118\uac8c \ud604\uc9c0\uc5d0\uc11c \ucd18\ucd18\ud55c \uc81c\uc870\u00b7\ubb3c\ub958 \uc778\ud504\ub77c\ub97c \ub2e6\uc544\uc628 \uac83\ub3c4 \ud55c\ubaab\ud588\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 2013\ub144\ubd80\ud130 \ud0c0\uc774\uc751\uc6b0\uc60c\uc5d0 \uc2a4\ub9c8\ud2b8\ud3f0 \uacf5\uc7a5\uc744, 2015\ub144\ubd80\ud130 \ud638\ucc0c\ubbfc\uc5d0 \uac00\uc804 \uc0dd\uc0b0\uc2dc\uc124\uc744 \uc6b4\uc601\ud574\uc654\ub2e4. \uc0bc\uc131SDS\ub294 \ud558\ub178\uc774\u00b7\ud638\ucc0c\ubbfc \ubb3c\ub958 \uac70\uc810\uacfc \ub178\uc774\ubc14\uc774\uad6d\uc81c\uacf5\ud56d\uc744 \uc787\ub294 \ud56d\uacf5\ubb3c\ub958 \ud569\uc791\ubc95\uc778 ALS SDS\ub97c \uc6b4\uc601\ud558\uace0 \uc788\ub2e4.<\/p>\n

\uc5ec\uae30\uc5d0 \uc0bc\uc131\uc804\uae30(009150) \uac00 \uc9c0\ub09c\ub2ec \ud0c0\uc774\uc751\uc6b0\uc60c \uc60c\ube48\uc0b0\ub2e8\uc5d0 AI \ubc18\ub3c4\uccb4\uc6a9 \ud328\ud0a4\uc9c0\uae30\ud310(FC-BGA) \uc0dd\uc0b0\uc2dc\uc124\uc744 \uc9d3\uae30\ub85c \ud558\uace0 2\uc870 5100\uc5b5 \uc6d0\uc744 \ud22c\uc790\ud558\uae30\ub85c \ud558\uba74\uc11c \uc0bc\uc131\uc758 \ubca0\ud2b8\ub0a8 \uc0ac\uc5c5\uc740 AI \ubc18\ub3c4\uccb4 \ubc38\ub958\uccb4\uc778\uc73c\ub85c \ube60\ub974\uac8c \ub113\uc5b4\uc9c0\uace0 \uc788\ub2e4.<\/p>\n

\uc8fc\uc2b9\ud658 \uc778\ud558\ub300 \uc81c\uc870\ud601\uc2e0\uc804\ubb38\ub300\ud559\uc6d0 \uad50\uc218\ub294 \u201c\uc0bc\uc131\uc804\uc790 \ubca0\ud2b8\ub0a8 \uc0ac\uc5c5\uc7a5\uc774 \uc800\uc784\uae08\uc5d0 \uae30\ub304 \uc2a4\ub9c8\ud2b8\ud3f0\u00b7\uac00\uc804 \uc870\ub9bd \uae30\uc9c0\uc5d0\uc11c AI \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc758 \ud575\uc2ec \ucd95\uc73c\ub85c \ud0c8\ubc14\uafc8\ud558\uace0 \uc788\ub2e4\u201d\uba70 \u201c\uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \ub4f1 \uc0bc\uc131\uc758 \ubbf8\ub798\uac00 \uac78\ub9b0 \uace0\ubd80\uac00 \uc81c\ud488\uc740 \ucc9c\uc548\u00b7\uc628\uc591\uc5d0 \ubaa8\uc73c\uace0 \ubc94\uc6a9 \uba54\ubaa8\ub9ac\ub294 \ubca0\ud2b8\ub0a8\uc73c\ub85c \ub118\uae30\uaca0\ub2e4\ub294 \uad6c\uc0c1\uc73c\ub85c \ubcf4\uc778\ub2e4\u201d\uace0 \ubd84\uc11d\ud588\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 \ubca0\ud2b8\ub0a8 \ud14c\uc2a4\ud2b8 \ud339\uc758 \uc548\uc815\uc801 \uc591\uc0b0\uc744 \uc704\ud574 \ud604\uc9c0 \uc778\ub825 \uc721\uc131\uc5d0\ub3c4 \uc18d\ub3c4\ub97c \ub0b4\uace0 \uc788\ub2e4. \ud68c\uc0ac\ub294 7\uc6d4\ubd80\ud130 \ubca0\ud2b8\ub0a8 \ud604\uc9c0 \uc5d4\uc9c0\ub2c8\uc5b4 103\uba85\uc744 \ucc9c\uc548\u00b7\uc628\uc591\uc0ac\uc5c5\uc7a5\uc73c\ub85c \ud30c\uacac\ud574 \ubc18\ub3c4\uccb4 \uc2e4\ubb34 \uad50\uc721\uc744 \uc2e4\uc2dc\ud558\uace0 \uc788\ub2e4. \uc0bc\uc131\uc758 \uc2e0\uc785 \uc5d4\uc9c0\ub2c8\uc5b4 \uc721\uc131 \ud504\ub85c\uadf8\ub7a8(SEED)\uc744 \ud65c\uc6a9\ud574 \ubca0\ud2b8\ub0a8 \ud339 \uac00\ub3d9\uc5d0 \ud544\uc694\ud55c \uacf5\uc815\u00b7\uc124\ube44 \uc6b4\uc6a9 \uc778\ub825\uc744 \uc120\uc81c\uc801\uc73c\ub85c \ud655\ubcf4\ud558\ub294 \uac83\uc774\ub2e4. \ubca0\ud2b8\ub0a8 \uadfc\ub85c\uc790\uac00 \uad6d\ub0b4 \ubc18\ub3c4\uccb4 \uc0ac\uc5c5\uc7a5\uc5d0\uc11c SEED\ub97c \ud1b5\ud574 \uad50\uc721\ubc1b\ub294 \uac83\uc740 \ucc98\uc74c\uc778 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4.<\/p>\n

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