{"id":49637,"date":"2026-10-30T08:30:17","date_gmt":"2026-10-29T23:30:17","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=49637"},"modified":"2026-10-30T08:30:17","modified_gmt":"2026-10-29T23:30:17","slug":"%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90-%ec%98%ac%ed%95%b4-%ed%8c%b9-%ed%88%ac%ec%9e%90%ec%97%90-80%ec%a1%b0-%ec%93%b4%eb%8b%a4cxmt-%ec%b6%94%ea%b2%a9%ec%97%90-10%ec%a1%b0-%ec%9d%b4%ec%83%81","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=49637","title":{"rendered":"\uc0bc\uc131\uc804\uc790, \uc62c\ud574 \ud339 \ud22c\uc790\uc5d0 80\uc870 \uc4f4\ub2e4\u2026CXMT \ucd94\uaca9\uc5d0 10\uc870 \uc774\uc0c1 \uc99d\uc561"},"content":{"rendered":"

\uc62c\ud574 3\ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc744 \uacbd\uc2e0\ud55c \uc0bc\uc131\uc804\uc790(005930) \uac00 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc18\ub3c4\uccb4 \uc8fc\ub3c4\uad8c\uc744 \uac15\ud654\ud558\uae30 \uc704\ud574 \ubc18\ub3c4\uccb4 \ubd80\ubb38\uc5d0 \uc57d 77\uc870 \uc6d0\uc744 \ud22c\uc790\ud55c\ub2e4. \uc804\uccb4 \uc2dc\uc124\ud22c\uc790 \uaddc\ubaa8\ub294 \uc9c0\ub09c\ud574\ubcf4\ub2e4 60% \ub298\uc5b4\ub09c 84\uc870 4000\uc5b5 \uc6d0\uc73c\ub85c \uc5ed\ub300 \ucd5c\ub300\ub2e4. \ub2f9\ucd08 \uc62c\ud574 \ud22c\uc790\uc561\uc73c\ub85c \uc608\uc0c1\ud588\ub358 \uae08\uc561\ubcf4\ub2e4\ub3c4 10\uc870 \uc6d0 \uc774\uc0c1 \ub298\uc5b4\ub09c \uaddc\ubaa8\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 29\uc77c \uc62c\ud574 \uc2dc\uc124\ud22c\uc790(CAPEX)\uc5d0 \ucd1d 84\uc870 4000\uc5b5 \uc6d0\uc744 \uc9d1\ud589\ud560 \uc608\uc815\uc774\ub77c\uace0 \uacf5\uc2dc\ud588\ub2e4. \ubc18\ub3c4\uccb4(DS) \ubd80\ubb38\uc5d0 76\uc870 8000\uc5b5 \uc6d0, \uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774\uc5d0 3\uc870 9000\uc5b5 \uc6d0\uc744 \ud22c\uc785\ud558\uace0 \ub098\uba38\uc9c0\ub294 \uc644\uc81c\ud488(DX) \ubd80\ubb38 \ub4f1\uc5d0 \ud22c\uc790\ud55c\ub2e4. \uc62c\ud574 3\ubd84\uae30\uae4c\uc9c0 \uc57d 59\uc870 \uc6d0\uc744 \uc9d1\ud589\ud588\uc73c\uba70 4\ubd84\uae30\uc5d0\ub3c4 \uc57d 25\uc870 \uc6d0\uc758 \ud22c\uc790\uac00 \uc774\ub904\uc9c8 \uc804\ub9dd\uc774\ub2e4.<\/p>\n

\uc62c\ud574 \uc2dc\uc124\ud22c\uc790 \uaddc\ubaa8\ub294 \uc9c0\ub09c\ud574 52\uc870 7000\uc5b5 \uc6d0\ubcf4\ub2e4 \uc57d 60% \ub298\uc5b4\ub09c \uc5ed\ub300 \ucd5c\ub300 \uc218\uc900\uc774\ub2e4. \uc62c \ucd08 \uc608\uc0c1\ud588\ub358 \uc5f0\uac04 \uc2dc\uc124\ud22c\uc790\uc561 \uc57d 70\uc870 \uc6d0\uacfc \ube44\uad50\ud574\ub3c4 14\uc870 \uc6d0 \uc774\uc0c1 \uc99d\uac00\ud588\ub2e4. \uc0bc\uc131\uc804\uc790\uac00 AI \uba54\ubaa8\ub9ac \uc218\uc694 \uae09\uc99d\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \uc778\ud504\ub77c \uad6c\ucd95\uacfc \ucca8\ub2e8 \uacf5\uc815 \ud22c\uc790\uc5d0 \uc18d\ub3c4\ub97c \ub0b4\uba74\uc11c \ud22c\uc790 \uaddc\ubaa8\uac00 \ud655\ub300\ub41c \uac83\uc73c\ub85c \ud480\uc774\ub41c\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 \uc62c 3\uc6d4 \uae30\uc5c5\uac00\uce58 \uc81c\uace0 \uacc4\ud68d\uc758 \uc77c\ud658\uc73c\ub85c \uc5f0\uac04 \uc2dc\uc124\ud22c\uc790\uc640 \uc5f0\uad6c\uac1c\ubc1c(R&D)\uc5d0 \ucd1d 110\uc870 \uc6d0\uc744 \ud22c\uc790\ud560 \uacc4\ud68d\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4. \ub2f9\uc2dc R&D \ud22c\uc790\uc561\uc740 \uc5f0\uac04 40\uc870~50\uc870 \uc6d0\ub300\ub85c \uc608\uc0c1\ub410\ub2e4. \uadf8\ub7ec\ub098 \uc62c\ud574 3\ubd84\uae30\uae4c\uc9c0 \ub204\uc801 R&D \ube44\uc6a9\ub9cc \uc57d 41\uc870 7000\uc5b5 \uc6d0\uc5d0 \ub2ec\ud588\ub2e4. \uc774\ubc88\uc5d0 \ubc1c\ud45c\ud55c \uc5f0\uac04 \uc2dc\uc124\ud22c\uc790 \uc608\uc0c1\uc561 84\uc870 4000\uc5b5 \uc6d0\uacfc \uc774\ubbf8 \uc9d1\ud589\ud55c R&D \ube44\uc6a9\uc744 \ud569\ud558\uba74 126\uc870 \uc6d0\uc744 \ub118\uc5b4\uc120\ub2e4. \uc5f0\uac04 R&D \ud22c\uc790\uae4c\uc9c0 \uac10\uc548\ud558\uba74 \ucd1d\ud22c\uc790 \uaddc\ubaa8\ub294 \ub2f9\ucd08 \uacc4\ud68d\uc744 \ud06c\uac8c \uc6c3\ub3cc \uc804\ub9dd\uc774\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\uac00 \uc774\ucc98\ub7fc \uc2dc\uc124\ud22c\uc790\ub97c \uacf5\uaca9\uc801\uc73c\ub85c \ud655\ub300\ud558\ub294 \uac83\uc740 \uae00\ub85c\ubc8c \ube45\ud14c\ud06c\uc758 AI \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300\ub85c \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \uae09\uc99d\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4. \uacf5\uae09 \ubd80\uc871\uc774 \uc774\uc5b4\uc9c0\ub294 \uac00\uc6b4\ub370 \uacbd\uc7c1\uc0ac\ub4e4\ub3c4 \uc0dd\uc0b0\ub2a5\ub825 \ud655\ub300\uc5d0 \ub098\uc11c\uba74\uc11c \ucc28\uc138\ub300 \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc758 \uc8fc\ub3c4\uad8c\uc744 \uc120\uc810\ud558\uae30 \uc704\ud55c \uacbd\uc7c1\uc774 \uce58\uc5f4\ud574\uc9c0\uace0 \uc788\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 600\uc870 \uc6d0 \uaddc\ubaa8\uc758 \uc6a9\uc778 \ubc18\ub3c4\uccb4 \ud074\ub7ec\uc2a4\ud130\uc640 400\uc870 \uc6d0 \uaddc\ubaa8\uc758 \ud638\ub0a8\uad8c \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uae30\uc9c0 \uad6c\ucd95\uc744 \ucd94\uc9c4\ud558\uace0 \uc788\ub2e4. \ubbf8\uad6d\uc5d0\uc11c\ub3c4 60\uc870 \uc6d0 \uaddc\ubaa8\uc758 \ub0b8\ub4dc\ud50c\ub798\uc2dc \uacf5\uc7a5 \uc2e0\uc124 \ubc29\uc548\uc744 \uac80\ud1a0 \uc911\uc778 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\uc9c0\ub9cc, \ud68c\uc0ac\ub294 \uad6c\uccb4\uc801\uc778 \ud22c\uc790 \uaddc\ubaa8\uc640 \ubd80\uc9c0 \ub4f1\uc740 \ud655\uc815\ub418\uc9c0 \uc54a\uc558\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc911\uad6d \ucc3d\uc2e0\uba54\ubaa8\ub9ac(CXMT) \uc5ed\uc2dc \uc0c1\ud558\uc774\uc640 \ud5c8\ud398\uc774\uc758 \uc2e0\uaddc \uc0dd\uc0b0\ub77c\uc778\uc744 \ud1b5\ud574 \uc6e8\uc774\ud37c \uae30\uc900 \uc6d4 32\ub9cc \uc7a5 \uc218\uc900\uc778 \uc0dd\uc0b0\ub2a5\ub825\uc744 \ub0b4\ub144 42\ub9cc \uc7a5\uc73c\ub85c \ub298\ub9ac\uace0 2030\ub144\uc5d0\ub294 \ud604\uc7ac\uc758 2\ubc30 \uc218\uc900\uae4c\uc9c0 \ud655\ub300\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub3c4 \ub300\uaddc\ubaa8 \uc0dd\uc0b0\uc2dc\uc124 \ud655\ucda9\uc5d0 \ub098\uc11c\uace0 \uc788\ub2e4. \uc6a9\uc778 \ubc18\ub3c4\uccb4 \ud074\ub7ec\uc2a4\ud130\uc640 \uad11\uc8fc\u00b7\uc804\ub0a8 \uc9c0\uc5ed\uc758 \uc0dd\uc0b0\uc2dc\uc124 \ud22c\uc790\ub97c \ucd94\uc9c4\ud558\ub294 \ud55c\ud3b8, \ud3c9\ud0dd \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\ub77c\uc778\uacfc \ubbf8\uad6d \ud14d\uc0ac\uc2a4\uc8fc \ud14c\uc77c\ub7ec\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uacf5\uc7a5 \ud22c\uc790\ub97c \ud655\ub300\ud558\uace0 \uc788\ub2e4. \ud2b9\ud788 \ud3c9\ud0dd 5\uacf5\uc7a5(P5) \ud22c\uc790\uc640 \ud14c\uc77c\ub7ec \uacf5\uc7a5 \uac00\ub3d9 \uc900\ube44 \ub4f1\uc744 \ud1b5\ud574 \ucca8\ub2e8 \uba54\ubaa8\ub9ac\uc640 \ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0 \uc5ed\ub7c9\uc744 \ub3d9\uc2dc\uc5d0 \uac15\ud654\ud55c\ub2e4\ub294 \uc804\ub7b5\uc774\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 \uc774\ub97c \ubc14\ud0d5\uc73c\ub85c D\ub7a8\uacfc \ub0b8\ub4dc\ud50c\ub798\uc2dc \uc2dc\uc7a5\uc758 \uc120\ub450 \uc9c0\uc704\ub97c \uac15\ud654\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uc2dc\uc7a5\uc5d0\uc11c\ub3c4 1\uc704 \ud0c8\ud658\uc744 \ub178\ub9ac\uace0 \uc788\ub2e4. \uc2dc\uc7a5\uc870\uc0ac\uc5c5\uccb4 \uce74\uc6b4\ud130\ud3ec\uc778\ud2b8\ub9ac\uc11c\uce58\uc5d0 \ub530\ub974\uba74 \uc62c\ud574 2\ubd84\uae30 \uae00\ub85c\ubc8c HBM \uc2dc\uc7a5\uc5d0\uc11c SK\ud558\uc774\ub2c9\uc2a4\ub294 \ub9e4\ucd9c \uae30\uc900 \uc810\uc720\uc728 50%\ub85c 1\uc704\ub97c \ucc28\uc9c0\ud588\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc9c0\ub09c\ud574 2\ubd84\uae30 15%\uc600\ub358 \uc810\uc720\uc728\uc744 \uc62c\ud574 2\ubd84\uae30 33%\uae4c\uc9c0 \ub192\uc774\uba70 \ucd94\uaca9\uc5d0 \uc18d\ub3c4\ub97c \ub0b4\uace0 \uc788\ub2e4.<\/p>\n

HBM \uac00\uaca9 \uc0c1\uc2b9 \uc804\ub9dd\ub3c4 \ud22c\uc790 \ud655\ub300\uc758 \ubc30\uacbd\uc774\ub2e4. \uc720\uc9c4\ud22c\uc790\uc99d\uad8c\uc5d0 \ub530\ub974\uba74 HBM \ud3c9\uade0\ud310\ub9e4\uac00\uaca9(ASP)\uc740 \uc62c\ud574 \uae30\uac00\ube44\ud2b8(Gb)\ub2f9 1.65\ub2ec\ub7ec\uc5d0\uc11c \ub0b4\ub144 3.48\ub2ec\ub7ec\ub85c 2\ubc30 \uc774\uc0c1 \uc624\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. \ubc18\uba74 \uc62c\ud574 1.71\ub2ec\ub7ec\uae4c\uc9c0 \uc624\ub978 \ubc94\uc6a9 D\ub7a8\uc758 ASP\ub294 \ub0b4\ub144 2.34\ub2ec\ub7ec\ub85c \uc608\uc0c1\ub410\ub2e4. \uc774 \uc804\ub9dd\ub300\ub85c\ub77c\uba74 \ub0b4\ub144 HBM\uc758 \ub2e8\uc704 \uc6a9\ub7c9\ub2f9 \ud310\ub9e4\uac00\uaca9\uc774 \ubc94\uc6a9 D\ub7a8\uc744 \uc6c3\ub3cc\uac8c \ub41c\ub2e4. \ud2b9\ud788 HBM4\ub294 \uc5d4\ube44\ub514\uc544\uc758 \ucc28\uc138\ub300 AI \ud50c\ub7ab\ud3fc\uc778 \u2018\ubca0\ub77c \ub8e8\ube48\u2019 \ub4f1\uc5d0 \ud0d1\uc7ac\ub418\ub294 \uc81c\ud488\uc73c\ub85c \uc218\uc694 \ud655\ub300\uac00 \uae30\ub300\ub41c\ub2e4.<\/p>\n

\ubc18\ub3c4\uccb4 \uc678 \uc0ac\uc5c5\uc5d0\ub3c4 \ud22c\uc790\uac00 \uc774\uc5b4\uc9c4\ub2e4. \uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774\ub294 8.6\uc138\ub300 \uc720\uae30\ubc1c\uad11\ub2e4\uc774\uc624\ub4dc(OLED) \uc0dd\uc0b0\ub77c\uc778 \ud22c\uc790\ub97c \ud655\ub300\ud558\uace0, DX \ubd80\ubb38\uc5d0\uc11c\ub3c4 \ub85c\ubd07 \ub4f1 \uc2e0\uc0ac\uc5c5 \uad00\ub828 \uc778\ud504\ub77c \ud22c\uc790\uac00 \uc774\ub904\uc9c8 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \uc5f0\uac04 R&D \ube44\uc6a9 \uc5ed\uc2dc \uc62c\ud574 50\uc870 \uc6d0\ub300\ub85c \ub298\uc5b4\ub098 \uc9c0\ub09c\ud574 37\uc870 7000\uc5b5 \uc6d0\ubcf4\ub2e4 30% \uc774\uc0c1 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4.<\/p>\n

\ud55c\ud3b8 \uc0bc\uc131\uc804\uc790\ub294 \uc62c\ud574 3\ubd84\uae30 \ub9e4\ucd9c 195\uc870 3000\uc5b5 \uc6d0, \uc601\uc5c5\uc774\uc775 107\uc870 4000\uc5b5 \uc6d0\uc744 \uae30\ub85d\ud588\ub2e4. \uae00\ub85c\ubc8c \ud14c\ud06c \uae30\uc5c5 \uac00\uc6b4\ub370 \ucc98\uc74c\uc73c\ub85c \ubd84\uae30 \uc601\uc5c5\uc774\uc775 100\uc870 \uc6d0\uc744 \ub3cc\ud30c\ud55c \uc5ed\ub300 \ucd5c\ub300 \uc2e4\uc801\uc774\ub2e4. \ubc18\ub3c4\uccb4\ub97c \ub2f4\ub2f9\ud558\ub294 DS \ubd80\ubb38\uc5d0\uc11c\ub9cc 106\uc870 5000\uc5b5 \uc6d0\uc758 \uc601\uc5c5\uc774\uc775\uc744 \uac70\ub480\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\uc62c\ud574 3\ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc744 \uacbd\uc2e0\ud55c \uc0bc\uc131\uc804\uc790(005930) \uac00 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc18\ub3c4\uccb4 \uc8fc\ub3c4\uad8c\uc744 \uac15\ud654\ud558\uae30 \uc704\ud574 \ubc18\ub3c4\uccb4 \ubd80\ubb38\uc5d0 \uc57d 77\uc870 \uc6d0\uc744<\/p>\n","protected":false},"author":1,"featured_media":49636,"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-49637","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bussines"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/10\/news_img_20261029233017_56549-1.jpeg",620,434,false]},"post_excerpt_stackable":"

\uc62c\ud574 3\ubd84\uae30 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc744 \uacbd\uc2e0\ud55c \uc0bc\uc131\uc804\uc790(005930) \uac00 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc18\ub3c4\uccb4 \uc8fc\ub3c4\uad8c\uc744 \uac15\ud654\ud558\uae30 \uc704\ud574 \ubc18\ub3c4\uccb4 \ubd80\ubb38\uc5d0 \uc57d 77\uc870 \uc6d0\uc744 \ud22c\uc790\ud55c\ub2e4. \uc804\uccb4 \uc2dc\uc124\ud22c\uc790 \uaddc\ubaa8\ub294 \uc9c0\ub09c\ud574\ubcf4\ub2e4 60% \ub298\uc5b4\ub09c 84\uc870 4000\uc5b5 \uc6d0\uc73c\ub85c \uc5ed\ub300 \ucd5c\ub300\ub2e4. \ub2f9\ucd08 \uc62c\ud574 \ud22c\uc790\uc561\uc73c\ub85c \uc608\uc0c1\ud588\ub358 \uae08\uc561\ubcf4\ub2e4\ub3c4 10\uc870 \uc6d0 \uc774\uc0c1 \ub298\uc5b4\ub09c \uaddc\ubaa8\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 29\uc77c \uc62c\ud574 \uc2dc\uc124\ud22c\uc790(CAPEX)\uc5d0 \ucd1d 84\uc870 4000\uc5b5 \uc6d0\uc744 \uc9d1\ud589\ud560 \uc608\uc815\uc774\ub77c\uace0 \uacf5\uc2dc\ud588\ub2e4. \ubc18\ub3c4\uccb4(DS) \ubd80\ubb38\uc5d0 76\uc870 8000\uc5b5 \uc6d0, \uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774\uc5d0 3\uc870 9000\uc5b5 \uc6d0\uc744 \ud22c\uc785\ud558\uace0 \ub098\uba38\uc9c0\ub294 \uc644\uc81c\ud488(DX) \ubd80\ubb38 \ub4f1\uc5d0 \ud22c\uc790\ud55c\ub2e4. \uc62c\ud574 3\ubd84\uae30\uae4c\uc9c0 \uc57d 59\uc870 \uc6d0\uc744 \uc9d1\ud589\ud588\uc73c\uba70 4\ubd84\uae30\uc5d0\ub3c4 \uc57d 25\uc870 \uc6d0\uc758 \ud22c\uc790\uac00 \uc774\ub904\uc9c8 \uc804\ub9dd\uc774\ub2e4. \uc62c\ud574 \uc2dc\uc124\ud22c\uc790 \uaddc\ubaa8\ub294 \uc9c0\ub09c\ud574 52\uc870 7000\uc5b5 \uc6d0\ubcf4\ub2e4 \uc57d 60% \ub298\uc5b4\ub09c \uc5ed\ub300 \ucd5c\ub300 \uc218\uc900\uc774\ub2e4. \uc62c \ucd08 \uc608\uc0c1\ud588\ub358 \uc5f0\uac04 \uc2dc\uc124\ud22c\uc790\uc561 \uc57d 70\uc870 \uc6d0\uacfc…<\/p>\n","category_list":"\ube44\uc988\ub2c8\uc2a4 \ub274\uc2a4<\/a>","author_info":{"name":"wonlee227","url":"https:\/\/cryptoseoul.news\/?author=1"},"comments_num":"0 comments","yoast_head":"\n\uc0bc\uc131\uc804\uc790, \uc62c\ud574 \ud339 \ud22c\uc790\uc5d0 80\uc870 \uc4f4\ub2e4\u2026CXMT \ucd94\uaca9\uc5d0 10\uc870 \uc774\uc0c1 \uc99d\uc561 - 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