{"id":18096,"date":"2025-07-30T05:37:59","date_gmt":"2025-07-30T05:37:59","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90-ai-%ec%b9%a9-%ec%83%9d%ec%82%b0%ec%9d%84-%ec%9c%84%ed%95%9c-%eb%af%b8%ea%b5%ad-%ec%b2%a8%eb%8b%a8-%ed%8c%a8%ed%82%a4%ec%a7%95-%ea%b3%b5%ec%9e%a5%ec%97%90-70\/"},"modified":"2025-07-30T05:37:59","modified_gmt":"2025-07-30T05:37:59","slug":"%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90-ai-%ec%b9%a9-%ec%83%9d%ec%82%b0%ec%9d%84-%ec%9c%84%ed%95%9c-%eb%af%b8%ea%b5%ad-%ec%b2%a8%eb%8b%a8-%ed%8c%a8%ed%82%a4%ec%a7%95-%ea%b3%b5%ec%9e%a5%ec%97%90-70","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90-ai-%ec%b9%a9-%ec%83%9d%ec%82%b0%ec%9d%84-%ec%9c%84%ed%95%9c-%eb%af%b8%ea%b5%ad-%ec%b2%a8%eb%8b%a8-%ed%8c%a8%ed%82%a4%ec%a7%95-%ea%b3%b5%ec%9e%a5%ec%97%90-70\/","title":{"rendered":"\uc0bc\uc131\uc804\uc790, AI \uce69 \uc0dd\uc0b0\uc744 \uc704\ud55c \ubbf8\uad6d \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uacf5\uc7a5\uc5d0 70\uc5b5 \ub2ec\ub7ec \ud22c\uc790\ud560 \uac00\ub2a5\uc131"},"content":{"rendered":"\uc0bc\uc131\uc804\uc790\ub294 \ubbf8\uad6d\uc5d0\uc11c \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\uc5d0 \uc911\uc810\uc744 \ub454 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uacf5\uc7a5\uc5d0 70\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud560 \uac83\uc744 \uace0\ub824\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc2dc\uc124\uc740 \ud14d\uc0ac\uc2a4 \ud14c\uc77c\ub7ec\uc5d0 \uc788\ub294 \uc0bc\uc131\uc758 \uae30\uc874 \uce69 \uc81c\uc870 \uacf5\uc7a5 \uadfc\ucc98\uc5d0 \uc704\uce58\ud558\uc5ec AI \uce69 \uacf5\uae09\ub9dd\uc5d0\uc11c\uc758 \uc5ed\ud560\uc744 \uac15\ud654\ud560 \uac83\uc785\ub2c8\ub2e4.\n\n\ub3d9\uc2dc\uc5d0, SK \ud558\uc774\ub2c9\uc2a4\ub294 \ubbf8\uad6d\uc5d0 \uc0c8\ub85c\uc6b4 DRAM \uc0dd\uc0b0 \ub77c\uc778\uc744 \uac74\uc124\ud558\ub294 \uc635\uc158\uc744 \uac80\ud1a0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud655\uc7a5\uc740 CHIPS \ubc95\uc548\uc758 \uc9c0\uc6d0\uc744 \ubc1b\ub294 \uc778\ub514\uc560\ub098\uc758 \uacc4\ud68d\ub41c \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc2dc\uc124\uc744 \ub118\uc5b4\uc124 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc774\ub7ec\ud55c \ubc1c\uc804\uc740 \ud55c\uad6d\uc758 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 AI \ubc18\ub3c4\uccb4 \uc218\uc694 \uc99d\uac00 \uc18d\uc5d0\uc11c \ubbf8\uad6d \ub0b4 \uc785\uc9c0\ub97c \ud655\uc7a5\ud558\ub824\ub294 \ub178\ub825\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc744 \ud604\uc9c0\ud654\ud558\ub824\ub294 \ubbf8\uad6d \uc815\ubd80\uc758 \uc804\ub7b5\uc5d0 \uc758\ud574 \ub4b7\ubc1b\uce68\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc0bc\uc131\uacfc SK \ud558\uc774\ub2c9\uc2a4\uc758 \uc774 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5, \ud2b9\ud788 \uba54\ubaa8\ub9ac \uc0dd\uc0b0\uc5c5\uccb4\uc5d0 \ub300\ud55c \uac15\ub825\ud55c \uae0d\uc815 \uc2e0\ud638\ub85c \ubcf4\uace0\ub429\ub2c8\ub2e4. \ub2e8\uae30\uc801\uc73c\ub85c, \uc774\ub7ec\ud55c \ub450 \ud68c\uc0ac\uc5d0 \ub300\ud55c \ucf5c \uc635\uc158\uc744 \uc8fc\ubaa9\ud558\uc5ec \ub274\uc2a4\uc5d0\uc11c \uc7a0\uc7ac\uc801\uc778 \uc0c1\uc2b9\uc744 \ud65c\uc6a9\ud560 \uc218 \uc788\uc5b4\uc57c \ud569\ub2c8\ub2e4. \ubbf8\uad6d\uc73c\ub85c\uc758 \uc774 \uc6c0\uc9c1\uc784\uc740 \ud655\uc7a5\ub418\ub294 AI \uc778\ud504\ub77c \uc2dc\uc7a5\uc758 \uc77c\ubd80\ub97c \ud655\ubcf4\ud558\ub824\ub294 \uae4a\uc740 \uc758\uc9c0\ub97c \ub098\ud0c0\ub0c5\ub2c8\ub2e4.\n\n\uc774 \ub274\uc2a4\ub294 \ud2b9\ud788 2025\ub144 \uc911\ubc18\uc758 \ub9e5\ub77d\uc5d0\uc11c \uac15\ub825\ud558\uba70, HBM \uc218\uc694\uac00 \uacf5\uae09\uc744 \ucd08\uacfc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 2\ubd84\uae30 \uc0b0\uc5c5 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \ucc28\uc138\ub300 AI \uac00\uc18d\uae30\uc5d0 \uc758\ud574 2026\ub144\uae4c\uc9c0 \uace0\uae09 \uba54\ubaa8\ub9ac\uc5d0 \ub300\ud55c \uc218\uc694\uac00 40% \ub354 \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubbf8\uad6d \ub0b4 \uc2dc\uc124\uc740 \ubbf8\ub798 \uc131\uc7a5\uc744 \ud3ec\ucc29\ud558\uace0 \uc8fc\uc694 \ubbf8\uad6d \uace0\uac1d\uc758 \uacf5\uae09\ub9dd \uc704\ud5d8\uc744 \uc904\uc774\uae30 \uc704\ud55c \uc9c1\uc811\uc801\uc778 \uc2dc\ub3c4\uc785\ub2c8\ub2e4.\n\n\uc6b0\ub9ac\ub294 \ub610\ud55c \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5\uccb4\ub97c \ub118\uc5b4 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\uc5d0 \ub300\ud55c \ud30c\uc0dd \uc0c1\ud488\ub3c4 \uace0\ub824\ud574\uc57c \ud569\ub2c8\ub2e4. Applied Materials\uc640 Lam Research\uc640 \uac19\uc740 \uc81c\uc870 \ubc0f \ud328\ud0a4\uc9d5 \ub3c4\uad6c \uacf5\uae09\uc5c5\uccb4\ub294 \uc774\ub7ec\ud55c \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \ud504\ub85c\uc81d\ud2b8\ub85c\ubd80\ud130 \uc0c1\ub2f9\ud55c \uc8fc\ubb38\uc744 \ubc1b\uc744 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub300\ud55c \ucf5c \uc635\uc158\uc740 \uc774 \uc0dd\ud0dc\uacc4 \uc804\ubc18\uc5d0 \uac78\uce5c \ud22c\uc790 \uc8fc\uae30\ub97c \ud65c\uc6a9\ud558\ub294 \ud6a8\uacfc\uc801\uc778 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\uc5ed\uc0ac\uc801 \ub370\uc774\ud130\ub97c \uc0b4\ud3b4\ubcf4\uba74, 2023\ub144 \ub9d0\uacfc 2024\ub144 \ub0b4\ub0b4 \ucd08\uae30 CHIPS \ubc95\uc548 \uc790\uae08\uc774 \ubc1c\ud45c\ub420 \ub54c\uc758 \uc8fc\uc2dd \uc0c1\uc2b9\uc744 \uae30\uc5b5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc6b0\ub9ac\ub294 \uc720\uc0ac\ud55c \ud328\ud134\uc744 \uae30\ub300\ud558\uc5ec, \uc774\ub7ec\ud55c \ubc1c\ud45c\uc640 \uc5f0\uad00\ub41c \uc8fc\uc2dd\uc758 \ub0b4\uc7ac \ubcc0\ub3d9\uc131\uc774 \uc55e\uc73c\ub85c \uba87 \uc8fc\uac04 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \ub2e8\uae30 \ubc29\ud5a5\uacfc \uad00\uacc4\uc5c6\uc774 \uc608\uc0c1\ub418\ub294 \uac00\uaca9 \ubcc0\ub3d9\uc744 \uac70\ub798\ud558\uae30 \uc704\ud574 \uc2a4\ud2b8\ub798\ub4e4 \ub610\ub294 \uc2a4\ud2b8\ub7ad\uae00\uc744 \uad6c\ub9e4\ud558\ub294 \uac83\uc774 \uc720\ud6a8\ud55c \uc804\ub7b5\uc77c \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.\n\n\ubcf4\ub2e4 \ub113\uace0 \uc9d1\uc911\ub418\uc9c0 \uc54a\uc740 \ud3ec\uc9c0\uc158\uc744 \uc704\ud574, SOXX \ub610\ub294 SMH\uc640 \uac19\uc740 \ubc18\ub3c4\uccb4 ETF\uc5d0 \ub300\ud55c \uc635\uc158\uc744 \uc0b4\ud3b4\ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4 \uc9c0\uc218(SOX)\ub294 \uc62c\ud574 \uc2dc\uc791 \uc774\ud6c4 \uac15\ub825\ud55c \uc0c1\uc2b9\uc138\ub97c \ubcf4\uc600\uc73c\uba70, \uc774\ubc88 \uc0c8\ub85c\uc6b4 \ud22c\uc790 \ub274\uc2a4\ub294 \uc774 \ubd80\ubb38\uc758 \uae0d\uc815\uc801\uc778 \ubaa8\uba58\ud140\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc811\uadfc\ubc29\uc2dd\uc740 \ub2e8\uc77c \uae30\uc5c5 \uc704\ud5d8\uc5d0 \ub178\ucd9c\ub418\uc9c0 \uc54a\uace0 \uc804\ubc18\uc801\uc778 \ucd94\uc138\ub85c\ubd80\ud130 \uc774\uc775\uc744 \uc5bb\uc744 \uc218 \uc788\uac8c \ud574\uc90d\ub2c8\ub2e4.\n\n<!-- wp:paragraph-->\r\n<p><b>VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\r\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uac00 \ubbf8\uad6d\uc5d0\uc11c 70\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ubc18\ub3c4\uccb4 \ud22c\uc790 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. AI \ubc18\ub3c4\uccb4 \uc218\uc694 \uae09\uc99d \uc18d\uc5d0\uc11c \uac15\ub825\ud55c \ud22c\uc790 \uae30\ud68c\uac00 \uc5f4\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4! &#8211; vtmarkets.com<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-18096","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/18096","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=18096"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/18096\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=18096"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=18096"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=18096"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}