{"id":41776,"date":"2026-03-19T09:44:03","date_gmt":"2026-03-19T09:44:03","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%86%8c%eb%b9%84%ec%9e%90%ec%9a%a9-%eb%b3%80%ea%b8%b0-%ec%97%85%ec%b2%b4%ea%b0%80-%ed%81%b4%eb%9d%bc%ec%9a%b0%eb%93%9c-%ea%b1%b0%ec%9d%b8%ea%b3%bc-%ec%96%b4%ea%b9%a8%eb%a5%bc-%eb%82%98%eb%9e%80\/"},"modified":"2026-03-19T09:44:03","modified_gmt":"2026-03-19T09:44:03","slug":"%ec%86%8c%eb%b9%84%ec%9e%90%ec%9a%a9-%eb%b3%80%ea%b8%b0-%ec%97%85%ec%b2%b4%ea%b0%80-%ed%81%b4%eb%9d%bc%ec%9a%b0%eb%93%9c-%ea%b1%b0%ec%9d%b8%ea%b3%bc-%ec%96%b4%ea%b9%a8%eb%a5%bc-%eb%82%98%eb%9e%80","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/opinion\/%ec%86%8c%eb%b9%84%ec%9e%90%ec%9a%a9-%eb%b3%80%ea%b8%b0-%ec%97%85%ec%b2%b4%ea%b0%80-%ed%81%b4%eb%9d%bc%ec%9a%b0%eb%93%9c-%ea%b1%b0%ec%9d%b8%ea%b3%bc-%ec%96%b4%ea%b9%a8%eb%a5%bc-%eb%82%98%eb%9e%80\/","title":{"rendered":"\uc18c\ube44\uc790\uc6a9 \ubcc0\uae30 \uc5c5\uccb4\uac00 \ud074\ub77c\uc6b0\ub4dc \uac70\uc778\uacfc \uc5b4\uae68\ub97c \ub098\ub780\ud788 \ud560 \uc218 \uc788\uc744\uae4c? TOTO\uc640 \ubcf4\uc774\uc9c0 \uc54a\ub294 AI \uacf5\uae09\ub9dd"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/05\/TOTO-and-Cloud-Giants-in-the-AI-Chain-1024x573.png\" alt=\"\" class=\"wp-image-44930\"\/><\/figure>\n\n\n\n<p>AI(\uc778\uacf5\uc9c0\ub2a5) \uad00\ub828 \uac70\ub798\ub294 \uc9c0\ub09c 2\ub144\uac04 \ubc18\ub3c4\uccb4 \uc124\uacc4\uc0ac, \ud074\ub77c\uc6b0\ub4dc(\uc778\ud130\ub137 \uc11c\ubc84\ub97c \ube4c\ub824 \uc4f0\ub294 \uc11c\ube44\uc2a4) \ud50c\ub7ab\ud3fc, \ub370\uc774\ud130\uc13c\ud130(\ub300\uaddc\ubaa8 \uc11c\ubc84 \uc2dc\uc124) \uc5c5\uccb4 \uac19\uc740 \u2018\uc720\uba85 \uc885\ubaa9\u2019\uc5d0 \uc218\uc775\uc774 \uc9d1\uc911\ub410\ub2e4. \ud558\uc9c0\ub9cc 2026\ub144 \uc2dc\uc7a5\uc758 \uc2dc\uc120\uc744 \ub048 \uc6c0\uc9c1\uc784 \uc911 \ud558\ub098\ub294 \ubc18\ub3c4\uccb4\ubcf4\ub2e4 \uc695\uc2e4 \uc81c\ud488\uc73c\ub85c \uc54c\ub824\uc9c4 \uae30\uc5c5\uc5d0\uc11c \ub098\uc654\ub2e4.<\/p>\n\n\n\n<p>1\uc6d4 22\uc77c <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-01-22\/japan-toilet-maker-toto-s-shares-get-unlikely-boost-from-ai-rush\">\uc77c\ubcf8 TOTO \uc8fc\uac00\ub294 \uc57d 10% \uae09\ub4f1\ud588\uace0 \uc7a5\uc911 \ucd5c\ub300 11%\uae4c\uc9c0 \uc0c1\uc2b9<\/a>\ud588\ub2e4. \uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc774 \ud22c\uc790\uc790\ub4e4\uc5d0\uac8c \u2018\uc815\uc804\ucc99(\uc804\uae30\ub97c \uc774\uc6a9\ud574 \uc6e8\uc774\ud37c\ub97c \uace0\uc815\ud558\ub294 \ubd80\ud488)\u2019\uc744 \uc8fc\ubaa9\ud558\ub77c\uace0 \uc81c\uc2dc\ud55c \uc601\ud5a5\uc774\ub2e4. \uc815\uc804\ucc99\uc740 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc7a5\ube44\uc5d0 \ub4e4\uc5b4\uac00\ub294 \uc138\ub77c\ubbf9(\ub0b4\uc5f4\u00b7\ub0b4\ub9c8\ubaa8\uc131\uc774 \ub192\uc740 \uc0b0\uc5c5\uc6a9 \ub3c4\uc790\uae30) \ubd80\ud488\uc73c\ub85c, AI \uc778\ud504\ub77c \uc218\uc694\ub85c \uba54\ubaa8\ub9ac \uacf5\uae09\uc774 \ube61\ube61\ud574\uc9c8\uc218\ub85d \uc218\ud61c\uac00 \uae30\ub300\ub41c\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc654\ub2e4.<\/p>\n\n\n\n<p>\ud575\uc2ec\uc740 TOTO\uac00 \uac11\uc790\uae30 AI \uae30\uc5c5\uc774 \ub410\ub2e4\ub294 \uc810\uc774 \uc544\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc744 \uba48\ucd94\uc9c0 \uc54a\uac8c \ud558\ub294 \u2018\uc81c\uc870 \ub2e8\uacc4(\uc0c1\ub958, \uc5c5\uc2a4\ud2b8\ub9bc)\u2019 \uc0ac\uc5c5\uc774 \uc788\ub2e4\ub294 \uc810\uc774\ub2e4. \uc2dc\uc7a5\uc740 \uc5f0\uc0b0 \ub2a5\ub825\uacfc AI \ubaa8\ub378(\ud559\uc2b5\ub41c \uc54c\uace0\ub9ac\uc998)\ub9cc \ubcf4\uc9c0 \uc54a\uace0, \uc774\ub97c \ub4b7\ubc1b\uce68\ud558\ub294 \uc18c\uc7ac\u00b7\uc7a5\ube44\u00b7\ud2b9\uc218 \ubd80\ud488\uc73c\ub85c \uad00\uc2ec\uc744 \ub113\ud788\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>TOTO \ud575\uc2ec \uc2e4\uc801: \ud22c\uc790\uc790\ub4e4\uc774 \uc8fc\ubaa9\ud55c \uc774\uc720<\/strong><\/h2>\n\n\n\n<p>TOTO\uac00 \uc8fc\ubaa9\ubc1b\uc740 \uc774\uc720\ub294 \uc695\uc2e4 \uc0ac\uc5c5\uc758 \ubcc0\ud654\uac00 \uc544\ub2c8\ub77c, \ucca8\ub2e8 \uc138\ub77c\ubbf9 \ubd80\ubb38\uc774 AI \uc218\uc694\uac00 \ubc18\ub3c4\uccb4 \uc81c\uc870 \u2018\uc0c1\ub958\u2019 \uacf5\uae09\uc0ac \uc2e4\uc801\ub3c4 \ub04c\uc5b4\uc62c\ub9b4 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc92c\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.fse.or.jp\/files\/lis_tkj\/25103153321.pdf\">2026\ub144 3\uc6d4 \uacb0\uc0b0 \uae30\uc900 3\ubd84\uae30 \uc790\ub8cc<\/a>\uc5d0\uc11c \ucca8\ub2e8 \uc138\ub77c\ubbf9 \ub9e4\ucd9c\uc740 <strong>470\uc5b5\uc5d4<\/strong>\uc73c\ub85c <strong>\uc804\ub144 \ub3d9\uae30 \ub300\ube44 37% \uc99d\uac00<\/strong>.<\/li>\n\n\n\n<li>\ucca8\ub2e8 \uc138\ub77c\ubbf9 \uc601\uc5c5\uc774\uc775\uc740 <strong>202\uc5b5\uc5d4<\/strong>\uc73c\ub85c <strong>60\uc5b5\uc5d4 \uc99d\uac00<\/strong>.<\/li>\n\n\n\n<li>2026\ub144 3\uc6d4 \uacb0\uc0b0 \uae30\uc900 \uc0c1\ubc18\uae30 \uc790\ub8cc\uc5d0\uc11c \u2018\uc2e0\uc0ac\uc5c5 \uc601\uc5ed\u2019\uc740 \ub9e4\ucd9c \ube44\uc911 \uc2a4\ub0c5\uc0f7\uc5d0 <strong>7%<\/strong>\ub85c \ud45c\uc2dc\ub410\uc9c0\ub9cc, \ud68c\uc0ac\uac00 \uacf5\uac1c\ud55c \uc0c1\ubc18\uae30 \uc218\uce58\ub97c \uae30\uc900\uc73c\ub85c \ud558\uba74 <strong>\ucd1d\ub9e4\ucd9c\uc758 \uc57d 8.5%<\/strong>\uc5d0 \uac00\uae4c\uc6b4 \uae30\uc5ec\ub85c \ud574\uc11d\ub41c\ub2e4.<\/li>\n\n\n\n<li>TOTO\ub294 \ub370\uc774\ud130\uc13c\ud130 \uc218\uc694\ub85c \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \uac1c\uc120\ub418\uba74\uc11c \uc815\uc804\ucc99 \uc218\uc694\uac00 \uac15\ud574\uc838 \ucca8\ub2e8 \uc138\ub77c\ubbf9\uc774 \uc218\ud61c\ub97c \ubd24\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">AI \ub17c\uc758\uc5d0 \ud3ec\ud568\ub41c TOTO<\/h3>\n\n\n\n<p>TOTO\ub294 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc7a5\ube44\ub97c \ub3d5\ub294 \uc0ac\uc5c5\uc744 \ubcf4\uc720\ud574 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc758 \u2018\uc0c1\ub958(\uc5c5\uc2a4\ud2b8\ub9bc)\u2019\uc5d0 \uc704\uce58\ud55c\ub2e4\ub294 \uc810\uc5d0\uc11c AI \uad00\ub828 \uc2dc\uc7a5 \ud574\uc124\uc5d0\uc11c \uc5b8\uae09\ub418\uae30 \uc2dc\uc791\ud588\ub2e4.<\/p>\n\n\n\n<p>\uc8fc\uc694 \uc218\uc775\uc6d0\uc740 \uc8fc\ud0dd\u00b7\uc704\uc0dd \uc81c\ud488\uc774\uc9c0\ub9cc, \ucca8\ub2e8 \uc138\ub77c\ubbf9 \uc0ac\uc5c5\uc740 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc7a5\ube44 \ub0b4\ubd80\uc5d0 \uc4f0\uc774\ub294 \uc815\uc804\ucc99\uacfc \uad00\ub828 \ubd80\ud488\uc744 \ud310\ub2e4. \uc54c\uace0\ub9ac\uc998(\ubb38\uc81c \ud574\uacb0 \uc808\ucc28) \ud601\uc2e0\ub9cc\ud07c\uc774\ub098, \uc81c\uc870 \uacfc\uc815\uc5d0\uc11c \ubcd1\ubaa9(\ud2b9\uc815 \uacf5\uc815\u00b7\ubd80\ud488\uc774 \ubd80\uc871\ud574 \uc804\uccb4 \uc0dd\uc0b0\uc774 \ub9c9\ud788\ub294 \ud604\uc0c1)\uc774 \uc0dd\uae30\uba74 \uadf8 \uad6c\uac04\uc758 \uac00\uce58\uac00 \ucee4\uc9c8 \uc218 \uc788\uc5b4 \uc2dc\uc7a5\uc758 \ud3c9\uac00(\ubc38\ub958\uc5d0\uc774\uc158)\uac00 \uc7ac\uc870\uc815\ub418\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p>2026\ub144 3\uc6d4 \uacb0\uc0b0 \uae30\uc900 \uc0c1\ubc18\uae30 \uc790\ub8cc\uc5d0\uc11c TOTO\ub294 \ub370\uc774\ud130\uc13c\ud130 \uc218\uc694\ub85c \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc774 \uac1c\uc120\ub418\uba70 \uc815\uc804\ucc99 \uc218\uc694\uac00 \ub298\uc5b4 \ucca8\ub2e8 \uc138\ub77c\ubbf9\uc774 \uc218\ud61c\ub97c \ubd24\uace0, \uc81c\uc870\uc0ac \uac00\ub3d9\ub960 \uc0c1\uc2b9\uc774 <a href=\"https:\/\/mms.businesswire.com\/media\/20260217852087\/en\/2722289\/1\/EN_202602_Palliser_-_TOTO_Value_Enhancement_Plan.pdf?download=1\">\uad50\uccb4 \uc218\uc694(\uc18c\ubaa8\u00b7\ub178\ud6c4 \ubd80\ud488\uc744 \ubc14\uafb8\ub294 \uc218\uc694)<\/a>\ub3c4 \uc9c0\uc9c0\ud588\ub2e4\uace0 \uc124\uba85\ud588\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc2dc\uc7a5\uc774 \u2018\uc0c1\ub958 AI \ub178\ucd9c\u2019\uc744 \ub2e4\uc2dc \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\ub294 \ubc29\uc2dd<\/h2>\n\n\n\n<p>\uc774\ubc88 \uc6c0\uc9c1\uc784\uc740 \u2018\ubcc0\uae30\u2019\ubcf4\ub2e4 AI \uc218\uc694\ub85c \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc774 \uc870\uc5ec\ub4dc\ub294 \uad6c\uc870\uc640 \ub354 \uad00\ub828\uc774 \uc788\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uba54\ubaa8\ub9ac\ub294 \uc7a5\uae30 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \ud3c9\uac00\ubc1b\uace0 \uc788\ub2e4.<\/strong> \ube14\ub8f8\ubc84\uadf8\ub294 <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-01-22\/japan-toilet-maker-toto-s-shares-get-unlikely-boost-from-ai-rush\">\uace8\ub4dc\ub9cc\uc0ad\uc2a4\uac00 TOTO \uc815\uc804\ucc99\uc744 NAND(\ub0b8\ub4dc\u00b7\uc800\uc7a5\uc6a9 \ubc18\ub3c4\uccb4 \uba54\ubaa8\ub9ac) \uc81c\uc870\uc640 \uc5f0\uacb0<\/a>\ud574, AI \uc778\ud504\ub77c \uad6c\ucd95\uc73c\ub85c \uace0\uc0ac\uc591 \uba54\ubaa8\ub9ac\uc640 \ubc94\uc6a9 \uba54\ubaa8\ub9ac \uacf5\uae09\uc774 \ud568\uaed8 \ube61\ube61\ud574\uc9c0\ub294 \uad6d\uba74\uc5d0\uc11c \uc218\ud61c\uac00 \uac00\ub2a5\ud558\ub2e4\uace0 \ubd24\ub2e4\uace0 \uc804\ud588\ub2e4.<br><\/li>\n\n\n\n<li><strong>\uacf5\uc7a5 \uac00\ub3d9\ub960 \uc0c1\uc2b9\uc740 \uc2e0\uaddc \uc7a5\ube44 \ubc1c\uc8fc\uc640 \uad50\uccb4 \uc218\uc694\ub97c \ud568\uaed8 \ud0a4\uc6b4\ub2e4.<\/strong> TOTO\ub294 2026\ub144 3\uc6d4 \uacb0\uc0b0 \uc0c1\ubc18\uae30 \uc790\ub8cc\uc5d0\uc11c <a href=\"https:\/\/mms.businesswire.com\/media\/20260217852087\/en\/2722289\/1\/EN_202602_Palliser_-_TOTO_Value_Enhancement_Plan.pdf?download=1\">\ubc18\ub3c4\uccb4 \uc81c\uc870\uc0ac(\ub514\ubc14\uc774\uc2a4 \uba54\uc774\ucee4)\uc758 \uc2e0\uaddc \uc7a5\ube44 \ud22c\uc790\uc640 \uc81c\uc870\uc0ac \uac00\ub3d9\ub960 \uc0c1\uc2b9<\/a>\uc774 \ub3d9\uc2dc\uc5d0 \uc791\uc6a9\ud574 \uad50\uccb4 \uc218\uc694\ub3c4 \ub298\uc5c8\ub2e4\uace0 \ubc1d\ud614\ub2e4.<br><\/li>\n\n\n\n<li><strong>\uba54\ubaa8\ub9ac \uc5c5\uccb4\ub4e4\uc740 \u2018\ub2e8\uae30 \uae09\ub4f1\u2019\uc774 \uc544\ub2cc \ub354 \uae34 \uc0ac\uc774\ud074\uc744 \uc804\uc81c\ub85c \uc6c0\uc9c1\uc774\uace0 \uc788\ub2e4.<\/strong> \ub85c\uc774\ud130\ub294 3\uc6d4 18\uc77c <a href=\"https:\/\/www.reuters.com\/world\/asia-pacific\/samsung-sees-ai-driving-strong-chip-demand-2026-executive-says-2026-03-18\/\">\uc0bc\uc131\uc804\uc790\uac00 \uc8fc\uc694 \uace0\uac1d\uacfc 3~5\ub144 \uc7a5\uae30 \uacc4\uc57d\uc744 \ud655\ub300<\/a>\ud558\ub824 \ud55c\ub2e4\uace0 \ubcf4\ub3c4\ud588\ub2e4. \ud68c\uc0ac\ub294 AI \ub370\uc774\ud130\uc13c\ud130 \uc218\uc694\uac00 \u2018\uc804\ub840 \uc5c6\ub294 \ucd08\ud638\ud669(\uc288\ud37c\uc0ac\uc774\ud074\u00b7\uc7a5\uae30\uac04 \uac15\ud55c \ud638\ud669)\u2019\uc744 \ub9cc\ub4e4\uace0 \uc788\ub2e4\uace0 \uc5b8\uae09\ud588\ub2e4.<br><\/li>\n\n\n\n<li><strong>\uba54\ubaa8\ub9ac \uac00\uaca9 \uc555\ub825\uc740 \uce69 \uc81c\uc870\uc0ac \ubc16\uc73c\ub85c\ub3c4 \ud655\uc0b0\ub418\uace0 \uc788\ub2e4.<\/strong> <a href=\"https:\/\/www.gartner.com\/en\/newsroom\/press-releases\/2026-02-26-gartner-says-surging-memory-costs-will-reduce-global-pc-and-smartphone-shipments-in-2026\">\uac00\ud2b8\ub108\ub294 2\uc6d4 DRAM(\ub514\ub7a8\u00b7\ucef4\ud4e8\ud130\uac00 \uc791\uc5c5 \uc911 \uc784\uc2dc\ub85c \uc4f0\ub294 \uba54\ubaa8\ub9ac)\uacfc SSD(\ubc18\ub3c4\uccb4 \uae30\ubc18 \uc800\uc7a5\uc7a5\uce58) \uac00\uaca9\uc774 2026\ub144 \ub9d0\uae4c\uc9c0 \ucd5c\ub300 130% \uc624\ub97c \uc218 \uc788\ub2e4<\/a>\uace0 \uc804\ub9dd\ud588\ub2e4. \uba54\ubaa8\ub9ac \ud0c0\uc774\ud2b8\ud568\uc774 \ud2b9\uc815 \uacf5\uae09\uc0ac \uc774\uc288\ub97c \ub118\uc5b4 \uc2dc\uc7a5 \uc804\ubc18\uc758 \ubcc0\uc218\ub85c \ubc88\uc9c0\uace0 \uc788\ub2e4\ub294 \ub73b\uc774\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\uc5ec\ub7ec \uacb9\uc73c\ub85c \uc774\ub904\uc9c4 AI \uacf5\uae09\ub9dd \uc774\ud574\ud558\uae30<\/strong><\/h2>\n\n\n\n<p>TOTO \uc0ac\ub840\ub294 \uc2dc\uc7a5\uc758 \uc2dc\uc120\uc774 \ubc14\ub00c\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \ud074\ub77c\uc6b0\ub4dc \ub300\ud615\uc8fc\uc640 \ubc18\ub3c4\uccb4 \uc124\uacc4\uc0ac\ub97c \ub118\uc5b4, AI \ud558\ub4dc\uc6e8\uc5b4 \uc218\uc694\ub97c \ub5a0\ubc1b\uce58\ub294 \uc18c\uc7ac\u00b7\uc7a5\ube44\u00b7\uc0dd\uc0b0 \uc2dc\uc2a4\ud15c\uc73c\ub85c \ub208\uc744 \ub3cc\ub9ac\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uae30\uc220\uc801\uc73c\ub85c \ub9d0\ud558\uba74 AI \uc778\ud504\ub77c\uac00 \ub298\uc218\ub85d \ubc18\ub3c4\uccb4\uac00 \ub354 \ud544\uc694\ud558\uace0, \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc774 \ub298\uc218\ub85d \u2018\ud339(\ubc18\ub3c4\uccb4 \uacf5\uc7a5)\u2019\uc740 \ub354 \uc624\ub798 \ub192\uc740 \uac00\ub3d9\uc744 \uc720\uc9c0\ud55c\ub2e4. \ud339\uc774 \ubc14\uc058\uba74 \uc7a5\ube44\uac00 \ub354 \ud544\uc694\ud558\uace0, \uc18c\ubaa8\ud488\u00b7\ubd80\ud488 \uad50\uccb4 \uc8fc\uae30\ub3c4 \uc9e7\uc544\uc9c0\uba70, \uc7a5\ube44 \uc548\uc5d0 \ub4e4\uc5b4\uac00\ub294 \ud2b9\uc218 \ubd80\ud488 \uc218\uc694\ub3c4 \ucee4\uc9c4\ub2e4. TOTO\ub294 \uc774 \ub9c8\uc9c0\ub9c9 \uad6c\uac04\uc5d0\uc11c \uc218\ud61c\ub97c \ubc1b\ub294\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/05\/codeZjRiNjhjYmI4NWY4ZTM0YTJlNTQ1MmRiZGExZTc4NDZfTE5SWlhYbUhmcE5JNGlyZE9VazlQSDBwOUpCV3dHdlNfVG9rZW46QWMzbGJFZ1dCb0FkclJ4bGd0RGxZcXJpZ1VjXzE3NzM5MDg5OTM6MTc3MzkxMjU5M19WNA.png\" alt=\"\"\/><\/figure>\n\n\n\n<p>AI \uc778\ud504\ub77c \ud655\uc7a5\uc740 <a href=\"https:\/\/www.vtmarkets.com\/opinion\/how-ai-is-reshaping-the-tech-stocks\/?utmsource=Opinion\">\ucd08\uae30 \uc2b9\uc790<\/a>\uac00 \ubcf4\uc5ec\uc900 \uac83\ubcf4\ub2e4 \ub354 \ub9ce\uc740 \uc2dc\uc7a5 \uacc4\uce35\uc5d0\uc11c \uac00\uce58\ub97c \ub9cc\ub4e4\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\uacf5\uae09\ub9dd \ucd08\uae30 \uad6c\uac04<\/td><td>\uc5ed\ud560<\/td><td>\uc8fc\ubaa9\ud560 \uae30\uc5c5<\/td><\/tr><tr><td>\uc0c1\ub958 \ud339 \uc7a5\ube44\/\uacf5\uc815 \ud575\uc2ec \uc7a5\ube44<\/td><td>\uc99d\ucc29(\ubc15\ub9c9\uc744 \uc587\uac8c \uc785\ud788\ub294 \uacf5\uc815), \uc2dd\uac01(\ubd88\ud544\uc694\ud55c \ubd80\ubd84\uc744 \uae4e\uc544\ub0b4\ub294 \uacf5\uc815), \ub178\uad11(\ud68c\ub85c \ud328\ud134\uc744 \ube5b\uc73c\ub85c \ucc0d\ub294 \uacf5\uc815), \uac80\uc0ac, \uacf5\uc815 \uad00\ub9ac, \uc6e8\uc774\ud37c(\ubc18\ub3c4\uccb4 \uc6d0\ud310) \uc774\uc1a1 \uc2dc\uc2a4\ud15c \ub610\ub294 \uadf8 \ud575\uc2ec \ubd80\ud488\uc744 \ub9cc\ub4e0\ub2e4<\/td><td>AMAT, KLAC, LRCX, <a href=\"https:\/\/www.vtmarkets.com\/opinion\/asml-stock-analysis-2025\/?utmsource=Opinion\">ASML<\/a>, ASM, TOTO<\/td><\/tr><tr><td>\ud30c\uc6b4\ub4dc\ub9ac\/\uc81c\uc870<\/td><td>\uc7a5\ube44\u00b7\uc18c\uc7ac\uac00 \uc900\ube44\ub41c \ub4a4 \uce69\uc744 \uc2e4\uc81c\ub85c \uc0dd\uc0b0\ud55c\ub2e4<\/td><td><a href=\"https:\/\/www.vtmarkets.com\/opinion\/unexpected-competitor-ai-race-from-emerging-sector-tsm-soars-in-q4\/?utmsource=Opinion\">TSM<\/a>, GFS, UMC<\/td><\/tr><tr><td>\uc18c\uc7ac\/\uc0b0\uc5c5\uc6a9 \ud22c\uc785\uc7ac\/\uc5f0\uacb0(\ucee4\ub125\ud2f0\ube44\ud2f0)<\/td><td>\uac00\uc2a4, \ud2b9\uc218 \uc18c\uc7ac, \uc720\ub9ac, \uad11\uc12c\uc720, \ud328\ud0a4\uc9d5(\uce69\uc744 \ubcf4\ud638\u00b7\uc5f0\uacb0\ud558\ub294 \ub9c8\uac10 \uacf5\uc815) \uad00\ub828 \ud22c\uc785\uc7ac\ub97c \uacf5\uae09\ud574 AI \ud558\ub4dc\uc6e8\uc5b4 \uc0dd\uc0b0\uacfc \ub370\uc774\ud130 \uc804\uc1a1\uc774 \ub3cc\uc544\uac00\uac8c \ud55c\ub2e4<\/td><td>APD, Air Liquide, GLW, DD<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>AI \uc6a9\ub7c9(\ucef4\ud4e8\ud305 \ucc98\ub9ac \ub2a5\ub825) \uad6c\ucd95\uc774 \uc774\uc5b4\uc9c0\uba74\uc11c \uc7a5\ube44 \ud22c\uc785 \uac15\ub3c4(\uac19\uc740 \uc0dd\uc0b0\uc744 \uc704\ud574 \ub354 \ub9ce\uc740\u00b7\ub354 \ube44\uc2fc \uc7a5\ube44\uac00 \ud544\uc694\ud55c \uc815\ub3c4)\ub294 \uc5ec\uc804\ud788 \ub192\ub2e4. TSMC\ub294 1\uc6d4 2026\ub144 \uc124\ube44\ud22c\uc790(\uce90\ud399\uc2a4\u00b7\uacf5\uc7a5\/\uc7a5\ube44\uc5d0 \uc4f0\ub294 \ub3c8)\ub97c 520\uc5b5~560\uc5b5\ub2ec\ub7ec\ub85c \uc804\ub9dd\ud558\uba70 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\ub2a5\ub825 \ud22c\uc790\uac00 \uc9c0\uc18d\ub420 \uac83\uc784\uc744 \uc2dc\uc0ac\ud588\ub2e4. \uc5c5\uacc4 \ucc28\uc6d0\uc5d0\uc11c\ub294 SEMI\uac00 <a href=\"https:\/\/www.semi.org\/en\/semi-press-release\/global-semiconductor-equipment-sales-projected-to-reach-a-record-of-156-billion-dollars-in-2027-semi-reportshttps:\/\/www.semi.org\/en\/semi-press-release\/global-semiconductor-equipment-sales-projected-to-reach-a-record-of-156-billion-dollars-in-2027-semi-reports\">2026\ub144\uc5d0\ub3c4 \ud30c\uc6b4\ub4dc\ub9ac \ubc0f \ub85c\uc9c1(\uc5f0\uc0b0\uc6a9 \ubc18\ub3c4\uccb4) \uc6e8\uc774\ud37c \ud339 \uc7a5\ube44 \ub9e4\ucd9c\uc774 \uc99d\uac00<\/a>\ud560 \uac83\uc73c\ub85c \ubd24\ub2e4. \uce69 \uc5c5\uccb4\ub4e4\uc774 AI \uac00\uc18d\uae30(\uc5f0\uc0b0\uc744 \ube60\ub974\uac8c \ud558\ub294 \uc804\uc6a9 \uce69)\uc640 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC\u00b7\ub300\uaddc\ubaa8 \uc5f0\uc0b0)\uc6a9 \uc0dd\uc0b0\ub2a5\ub825\uc744 \ub298\ub9ac\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n\n\n\n<p>TOTO\ub294 \uc804\ud1b5 \uc7a5\ube44 \ub300\uae30\uc5c5\ubcf4\ub2e4 \ub354 \ud2b9\uc218\ud55c \ud615\ud0dc\ub85c \uc0c1\ub958 \uc81c\uc870 \uad6c\uac04\uc5d0 \uc704\uce58\ud55c\ub2e4. AI\uc640\uc758 \uc5f0\uacb0\uace0\ub9ac\ub294 AI \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub098 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4, \uce69 \uc124\uacc4\uac00 \uc544\ub2c8\ub77c, \ubc18\ub3c4\uccb4\ub97c \ub9cc\ub4dc\ub294 \u2018\uc778\ud504\ub77c\u2019\uc5d0 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub294 <a href=\"https:\/\/www.vtmarkets.com\/tag\/nvidia\/?utmsource=Opinion\">\uc5d4\ube44\ub514\uc544<\/a> \uac19\uc740 \uc804\uba74(\ud504\ub7f0\ud2b8\uc5d4\ub4dc) \uc218\ud61c\uc8fc\ubcf4\ub2e4 Applied Materials, KLA, Lam Research, ASML, ASM \ucabd\uc5d0 \uac00\uae5d\ub2e4\ub294 \uc758\ubbf8\ub2e4. \uc5ed\ud560\uc740 \uc791\uace0 \ud2c8\uc0c8(\ub2c8\uce58\u00b7\ud2b9\uc815 \uc601\uc5ed\uc5d0 \ud2b9\ud654)\uc9c0\ub9cc, \uc218\uc694\uac00 \uac15\ud558\uace0 \uc0dd\uc0b0\ub2a5\ub825\uc774 \ube60\ub4ef\ud558\uba70 \ub300\uccb4\uac00 \uc5b4\ub835\ub2e4\uba74 \ud2c8\uc0c8\ub294 \ud070 \uac00\uce58\uac00 \ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p><strong>VT Markets\uc5d0\uc11c <\/strong><strong><a href=\"https:\/\/www.vtmarkets.com\/cfd-shares\/?utm_source=Opinion\">CFD \uc8fc\uc2dd<\/a><\/strong><strong>(\ucc28\uc561\uacb0\uc81c\uac70\ub798\u00b7\uc2e4\ubb3c \uc8fc\uc2dd\uc744 \uc0ac\uc9c0 \uc54a\uace0 \uac00\uaca9 \ubcc0\ub3d9\ubd84\ub9cc \uc815\uc0b0\ud558\ub294 \ud30c\uc0dd\uc0c1\ud488)\uc73c\ub85c \uc774 \uc885\ubaa9\ub4e4\uc744 \uac70\ub798\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. <\/strong><strong><a href=\"http:\/\/www.vtmarkets.com\/trade-now?utm_source=Opinion\">VT Markets<\/a><\/strong><strong>.<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">AI \uacf5\uae09\ub9dd\uc758 \u2018\uc228\uc740\u2019 \uae30\uc5c5\ub4e4<\/h3>\n\n\n\n<p>TOTO\ub9cc\uc774 \uc544\ub2c8\ub2e4. \uc798 \uc54c\ub824\uc9c4 AI \uc218\ud61c\uc8fc \uc544\ub798\uc5d0\uc11c \uc81c\uc870\u00b7\uc18c\uc7ac\u00b7\uc5f0\uacb0 \uacc4\uce35\uc744 \ub9e1\ub294 \uae30\uc5c5\ub4e4\uc774 \uc810\uc810 \ub354 \uc8fc\ubaa9\ubc1b\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ucf54\ub2dd(GLW)\uc740 \ub370\uc774\ud130 \uc5f0\uacb0\uc5d0 \ud574\ub2f9\ud558\ub294 \uc601\uc5ed\uc774\ub2e4. 1\uc6d4 <a href=\"https:\/\/www.reuters.com\/business\/meta-signs-deal-pay-corning-up-6-billion-fiber-optic-cables-cnbc-reports-2026-01-27\/\">\uba54\ud0c0\uc640 \ucd5c\ub300 60\uc5b5\ub2ec\ub7ec \uaddc\ubaa8\uc758 \uad11\ucf00\uc774\ube14 \uacc4\uc57d\uc744 \uccb4\uacb0<\/a>\ud55c \uac83\uc73c\ub85c \uc804\ud574\uc84c\uace0, \ub370\uc774\ud130\uc13c\ud130 \ubc0f AI \uc778\ud504\ub77c\uc5d0 \ud544\uc694\ud55c \uad11\uc12c\uc720 \uc218\uc694\ub97c \uadfc\uac70\ub85c \ub9e4\ucd9c \uc804\ub9dd\ub3c4 \uac15\ud654\ud588\ub2e4.<br>\uc5d0\uc5b4\ub9ac\ud034\ub4dc\ub3c4 \uc0b0\uc5c5\uc6a9 \ud22c\uc785\uc7ac \uce21\uba74\uc758 \uc0ac\ub840\ub2e4. \ubc18\ub3c4\uccb4\uc6a9 \uac00\uc2a4 \uc218\uc694(\uacf5\uc815\uc5d0 \uc4f0\uc774\ub294 \ud2b9\uc218 \uac00\uc2a4) \uc99d\uac00\uc5d0 \ub300\uc751\ud558\uba70 <a href=\"https:\/\/www.airliquide.com\/group\/press-releases-news\/2026-02-20\/2025-record-performance-and-confident-its-transformation-dynamic-air-liquide-confirms-its-growth\">DIG Airgas \uc778\uc218<\/a>\uc640 <a href=\"https:\/\/www.reuters.com\/business\/energy\/air-liquide-plans-250-mln-plant-supply-gas-chipmaker-micron-2024-06-05\/\">\ubbf8\uad6d \uc544\uc774\ub2e4\ud638\uc5d0 2\uc5b55000\ub9cc\ub2ec\ub7ec\ub97c \ud22c\uc790\ud574 \ub9c8\uc774\ud06c\ub860\uc758<\/a> \ucca8\ub2e8 \uba54\ubaa8\ub9ac \ub77c\uc778\uc744 \uc9c0\uc6d0\ud558\ub294 \uacc4\ud68d\uc744 \uc9c4\ud589 \uc911\uc774\ub2e4.<br>Applied Materials\ub294 \uc2dc\uc7a5\uc774 \uac19\uc740 \uacc4\uce35\uc744 \uc774\ubbf8 \uc798 \uc774\ud574\ud560 \ub54c \uc5b4\ub5a4 \uc77c\uc774 \uc0dd\uae30\ub294\uc9c0 \ubcf4\uc5ec\uc900\ub2e4. <a href=\"https:\/\/www.theglobeandmail.com\/business\/article-applied-materials-second-quarter-revenue-profit-ai-processors\/\">2\ubd84\uae30 \ub9e4\ucd9c\uacfc \uc774\uc775\uc774 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc \uac83<\/a>\uc73c\ub85c \uc804\ub9dd\ud588\ub294\ub370, AI \uce69 \uc218\uc694\uc640 \uba54\ubaa8\ub9ac \uc99d\uc124\uc774 \ub9e4\ucd9c\uc744 \ub04c\uc5b4\uc62c\ub838\ub2e4\ub294 \uc124\uba85\uc774\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub4e4 \uc885\ubaa9\uc744 \ubcfc \ub54c \u2018\uc758\uc678\uc758 AI \uc885\ubaa9\u2019 vs \u2018\uc815\ud1b5 AI \uc885\ubaa9\u2019\uc73c\ub85c \ub098\ub204\uae30\ubcf4\ub2e4, \uc218\uc694\uac00 \ub204\uc801\uc801\uc73c\ub85c \ucee4\uc9c0\uace0(\ubcf5\ub9ac\ucc98\ub7fc \ud655\ub300), \ub0a9\uae30(\ub9ac\ub4dc\ud0c0\uc784\u00b7\uc8fc\ubb38\ubd80\ud130 \uc778\ub3c4\uae4c\uc9c0 \uac78\ub9ac\ub294 \uc2dc\uac04)\uac00 \uc911\uc694\ud558\uba70, \uad50\uccb4\uac00 \uc5b4\ub824\uc6b4 \uc9c0\uc810\uc5d0 \uc788\ub294\uc9c0 \ubcf4\ub294 \ud3b8\uc774 \uc720\uc6a9\ud558\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc810\uac80\ud558\ub294 \uae30\uc900<\/h2>\n\n\n\n<p>\uc8fc\uc758\ub294 \ud544\uc694\ud558\ub2e4. \ub2e4\ub9cc \uc120\ud0dd\uc9c0\uac00 \ub298\uc5b4\ub09c \ub9cc\ud07c \uc120\ubcc4\ub3c4 \ub354 \uc911\uc694\ud574\uc84c\ub2e4.<\/p>\n\n\n\n<p>\ubaa8\ub4e0 \uc228\uc740 \uacf5\uae09\uc0ac\uac00 <a href=\"https:\/\/www.vtmarkets.com\/opinion\/snowflake-beats-report-in-growing-ai-adoption-cycle\/?utmsource=Opinion\">AI \ub3c4\uc785<\/a> \uae30\ub300\ub9cc\uc73c\ub85c \ub611\uac19\uc774 \uc7ac\ud3c9\uac00\ubc1b\uc744 \uc774\uc720\ub294 \uc5c6\ub2e4. \uc5b4\ub5a4 \uae30\uc5c5\uc740 \uc6e8\uc774\ud37c \uc0dd\uc0b0(\ubc18\ub3c4\uccb4 \uc81c\uc870)\uc758 \ud575\uc2ec \uacf5\uc815\uc5d0 \uc9c1\uc811 \uc5f0\uacb0\ub3fc \uc788\uc9c0\ub9cc, \uc5b4\ub5a4 \uacf3\uc740 \uc5f0\uad00\uc131\uc774 \uc57d\ud558\ub2e4. TOTO\uc758 \uc138\ub77c\ubbf9 \ubd80\ubb38\uc740 \uc77c\ubc18 \uc0b0\uc5c5\uc7ac\ubcf4\ub2e4 \uc0dd\uc0b0 \ubcd1\ubaa9\uc5d0 \ub354 \uac00\uae5d\uc9c0\ub9cc, \uadf8\ub807\ub2e4\uace0 \uc21c\uc218 \ubc18\ub3c4\uccb4\uc8fc\ub77c\uace0 \ubcf4\uae34 \uc5b4\ub835\ub2e4.<\/p>\n\n\n\n<p>\uacf5\uae09\ub9dd\uc774 \uc7a5\uae30 \ud655\uc7a5\uc744 \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uae30 \uc2dc\uc791\ud558\uba74, \uc8fc\uac00\ub294 \uc2e4\uc81c \ucd5c\uc885 \uc218\uc694\uac00 \ud761\uc218\ud560 \uc218 \uc788\ub294 \uc218\uc900\ubcf4\ub2e4 \uc55e\uc11c\uac08 \uc218 \uc788\ub2e4. \uba54\ubaa8\ub9ac \uc218\uc694\uac00 \uac15\ud55c \uac00\uc6b4\ub370 AI \ud22c\uc790 \uacfc\uc5f4 \uc6b0\ub824\ub3c4 \ud568\uaed8 \ub098\uc628\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uc8fc\ubaa9\ud560 AI \uacf5\uae09\ub9dd \uc885\ubaa9<\/h3>\n\n\n\n<p>\ub354 \uc911\uc694\ud55c \uad6c\ubd84\uc740 \u2018\uc804\ud1b5\uc801 AI \uc218\ud61c\uc8fc\ucc98\ub7fc \ubcf4\uc774\ub290\ub0d0\u2019\uac00 \uc544\ub2c8\ub2e4. \uc218\uc694\uac00 \ub204\uc801\uc801\uc73c\ub85c \ucee4\uc9c0\uace0, \uc0dd\uc0b0\ub2a5\ub825\uc774 \ube60\ub4ef\ud558\uba70, \ub300\uccb4\uac00 \uc5b4\ub824\uc6b4 \uad6c\uac04\uc5d0 \uc788\ub290\ub0d0\uac00 \ud575\uc2ec\uc774\ub2e4.<\/p>\n\n\n\n<!-- TradingView Widget BEGIN --><div class=\"tradingview-widget-container\">  <div class=\"tradingview-widget-container__widget\"><\/div>  <div class=\"tradingview-widget-copyright\"><a href=\"www.vtmarkets.com\/trade-now?utm_source=Opinion\" rel=\"noopener nofollow\" target=\"_blank\"><span class=\"blue-text\">World markets<\/span><\/a><span class=\"trademark\"> on VT, by TradingView<\/span><\/div>  <script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/external-embedding\/embed-widget-market-overview.js\" async>  {  \"colorTheme\": \"dark\",  \"dateRange\": \"12M\",  \"locale\": \"en\",  \"largeChartUrl\": \"\",  \"isTransparent\": false,  \"showFloatingTooltip\": false,  \"plotLineColorGrowing\": \"rgba(41, 98, 255, 1)\",  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400,  \"height\": 380,  \"showSymbolLogo\": true,  \"showChart\": true}  <\/script><\/div><!-- TradingView Widget END -->\n\n\n\n\n<p><strong>AI \uacf5\uae09\ub9dd\uc5d0 \uad00\uc2ec\uc774 \uc788\ub098\uc694? <\/strong><br><strong><a href=\"https:\/\/www.vtmarkets.com\/vt-markets-app\/?utm_source=Opinion\">VT Markets APP<\/a>\uc5d0\uc11c \uc774\ub4e4 \uc885\ubaa9\uc758 CFD \uac00\uaca9 \ud750\ub984\uc744 \uc2e4\uc2dc\uac04\uc73c\ub85c \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc0c1\ub958 \ubc18\ub3c4\uccb4 \uc81c\uc870\uac00 \uc65c \uc911\uc694\ud55c\uac00<\/h2>\n\n\n\n<p>AI \uc218\uc694\ub294 \uc5ec\uc804\ud788 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc5d0 \ub2ec\ub824 \uc788\ub2e4. \uadf8 \uacb0\uacfc \ud339 \uc7a5\ube44, \uacf5\uc815 \uc2dc\uc2a4\ud15c, \ud2b9\uc218 \uc18c\uc7ac, \ubd80\ud488 \uad50\uccb4 \uc8fc\uae30\ub294 \uc5ec\uc804\ud788 \uc911\uc694\ud55c \ud22c\uc790 \ubcc0\uc218\ub2e4. AI \ud655\uc7a5\uc774 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub098 \ud074\ub77c\uc6b0\ub4dc \uc9c0\ucd9c\ubfd0 \uc544\ub2c8\ub77c \uacf5\uae09\ub9dd\uc758 \u2018\ubb3c\ub9ac\uc801 \uacc4\uce35\u2019\uc5d0\ub3c4 \uc555\ub825\uc744 \ub9cc\ub4e4\uace0 \uc788\uc5b4, \ub35c \uc54c\ub824\uc9c4 \uc885\ubaa9\uc5d0 \ub300\ud55c \ud22c\uc790 \ub17c\ub9ac\uac00 \ud798\uc744 \uc5bb\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AI \ud22c\uc790\ub294 \uc5ec\uc804\ud788 \uc0dd\uc0b0 \ubcd1\ubaa9\uc73c\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4.<\/strong> \uc218\uc694\uac00 \ubc18\ub3c4\uccb4 \uc81c\uc870\ub85c \ud758\ub7ec \ub4e4\uc5b4\uac00\uba74\uc11c \uc0dd\uc0b0\ub2a5\ub825, \uacf5\uc815 \uad00\ub9ac, \uc7a5\ube44 \ud655\ubcf4\uac00 \uc911\uc694\ud574\uc9c0\uace0 \uc788\ub2e4. <a href=\"https:\/\/www.deloitte.com\/us\/en\/insights\/industry\/technology\/technology-media-telecom-outlooks\/semiconductor-industry-outlook.html\">\ub51c\ub85c\uc774\ud2b8\ub294 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \uc5f0\ub9e4\ucd9c\uc774 2026\ub144 9750\uc5b5\ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83<\/a>\uc73c\ub85c \uc804\ub9dd\ud588\ub294\ub370, AI \uc778\ud504\ub77c \ubd90\uc774 \ubc30\uacbd\uc73c\ub85c \uc81c\uc2dc\ub410\ub2e4.<br><\/li>\n\n\n\n<li><strong>\uba54\ubaa8\ub9ac\uc640 \ud339 \uc0dd\uc0b0\ub2a5\ub825\uc774 \uc870\uc774\uba74 \uc0c1\ub958 \uacf5\uae09\uc0ac\uc758 \uac00\uce58\uac00 \uc62c\ub77c\uac04\ub2e4.<\/strong> \uce69 \uc5c5\uccb4\ub4e4\uc774 AI \uac00\uc18d\uae30\uc640 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305\uc6a9 \uc0dd\uc0b0\ub2a5\ub825\uc744 \ub298\ub9b4\uc218\ub85d, \uc7a5\ube44\u00b7\uad50\uccb4 \uc8fc\uae30\u00b7\uc6e8\uc774\ud37c \uc0dd\uc0b0\uc5d0 \uc4f0\uc774\ub294 \ud2b9\uc218 \ubd80\ud488\uc758 \uc911\uc694\uc131\ub3c4 \ucee4\uc9c4\ub2e4.<br><\/li>\n\n\n\n<li><strong>\uc18c\uaddc\ubaa8 \uac15\uc18c\uae30\uc5c5\uc758 \uc2e4\uc801\uc5d0\ub3c4 \ubcc0\ud654\uac00 \ub098\ud0c0\ub098\uace0 \uc788\ub2e4.<\/strong> TOTO\uc758 \ucca8\ub2e8 \uc138\ub77c\ubbf9\uc740 \uadf8\ub8f9\uc758 \uc8fc\ud0dd \uad00\ub828 \uc0ac\uc5c5\ubcf4\ub2e4 \ud6e8\uc52c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0, \ub9e4\ucd9c \ube44\uc911\uc740 \uc791\uc544\ub3c4 \uc218\uc775\uc131(\uc774\uc775\ub960)\uc740 \ub192\ub2e4.<br><\/li>\n\n\n\n<li><strong>\uc0b0\uc5c5\uc815\ucc45\ub3c4 \uc81c\uc870 \ud658\uacbd\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4.<\/strong> <a href=\"https:\/\/www.techinasia.com\/news\/japan-aims-for-253b-domestic-chip-sales-by-2040\">\uc77c\ubcf8\uc740 2040\ub144\uae4c\uc9c0 \uc790\uad6d\uc0b0 \ubc18\ub3c4\uccb4 \ub9e4\ucd9c\uc744 \uc57d 8\uc870\uc5d4\uc5d0\uc11c 40\uc870\uc5d4\uc73c\ub85c \ub298\ub9ac\ub294 \ubaa9\ud45c<\/a>\ub97c \ub450\uace0 \uc788\ub2e4\uace0 3\uc6d4 \ubcf4\ub3c4\ub410\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p>\uc885\ud569\ud558\uba74, \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc740 AI \uc218\uc694\ub97c \u2018\uc704\ucabd(\uc751\uc6a9\u00b7\uc11c\ube44\uc2a4)\u2019\uc5d0\uc11c\ub9cc \ubcf4\ub358 \uc2dc\uac01\uc5d0\uc11c, \uc544\ub798\ucabd\uc758 \uacf5\uae09 \uc81c\uc57d\uacfc \ud2b9\uc218 \uc81c\uc870 \uad6c\uac04\uc73c\ub85c \uc774\ub3d9\ud558\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI \uac70\ub798\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uc2ec\ub9ac<\/h2>\n\n\n\n<p>TOTO \uae09\ub4f1\uc740 \uc2dc\uc7a5\uc774 AI \uc0ac\uc2ac\uc5d0\uc11c \u2018\ud76c\uc18c\uc131(\ubd80\uc871\ud574\uc11c \uac12\uc774 \uc624\ub974\ub294 \ud2b9\uc131)\u2019\uacfc \ud2b9\uc218 \uc0b0\uc5c5 \uc5ed\ud560\uc744 \ubcf4\uc0c1\ud558\uae30 \uc2dc\uc791\ud588\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \ucd5c\uc0c1\ub2e8\uc758 \uc720\uba85 \uc885\ubaa9\ubfd0 \uc544\ub2c8\ub77c, \uc0dd\uc0b0\ub2a5\ub825 \uc81c\uc57d, \ud2b9\uc218 \uc7a5\ube44, \ub300\uccb4\uac00 \uc5b4\ub824\uc6b4 \ubd80\ud488\uc774 \uc911\uc694\ud55c \uc0c1\ub958 \uad6c\uac04\uc744 \ub354 \ub4e4\uc5ec\ub2e4\ubcf4\ub294 \ud750\ub984\uc774\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub294 AI \uac70\ub798\uc758 \ub2e4\uc74c \uad6d\uba74\uc774 \u2018\ub208\uc5d0 \ub744\ub294 AI \ub178\ucd9c\u2019\ubcf4\ub2e4 \uacf5\uae09\ub9dd\uc5d0\uc11c \ud76c\uc18c\uc131\uc774 \uc5b4\ub514\uc5d0 \uc788\ub294\uc9c0\uc5d0 \ub354 \uc88c\uc6b0\ub420 \uc218 \uc788\ub2e4\ub294 \uc810\uc5d0\uc11c \uc758\ubbf8\uac00 \uc788\ub2e4. TOTO\uc758 \uad00\uac74\uc740 \ucca8\ub2e8 \uc138\ub77c\ubbf9\uc774 \ub2e4\ub978 \uc0ac\uc5c5\ubcf4\ub2e4 \ube60\ub974\uac8c \uc131\uc7a5\uc138\ub97c \uc774\uc5b4\uac08 \uc218 \uc788\ub294\uc9c0, \uadf8\ub9ac\uace0 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5d0\uc11c\uc758 \ud2c8\uc0c8 \uc5ed\ud560\uc774 \uc774\uc775 \uc99d\uac00\ub85c \uacc4\uc18d \uc774\uc5b4\uc9c0\ub294\uc9c0\ub2e4.<\/p>\n\n<p>\n\n<p><strong>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 &#8211; VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694 <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>AI \ub7a0\ub9ac, \u2018\ubcc0\uae30\uc8fc\u2019\uac00 \uc8fc\ub3c4? TOTO\uac00 \ubc18\ub3c4\uccb4 \uc0c1\ub958 \uc815\uc804\ucc99 \uc218\uc694\ub85c \uae09\ub4f1\ud588\ub2e4. \ub370\uc774\ud130\uc13c\ud130\ubc1c \uba54\ubaa8\ub9ac \ud0c0\uc774\ud2b8\ub2dd\uc774 \ucca8\ub2e8 \uc138\ub77c\ubbf9 \ub9e4\ucd9c\u00b7\uc774\uc775 \uae09\uc99d, \uc228\uc740 \uacf5\uae09\ub9dd \uc7ac\ud3c9\uac00 \ud655\uc0b0.<\/p>\n","protected":false},"author":87,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49],"tags":[],"class_list":["post-41776","post","type-post","status-publish","format-standard","hentry","category-opinion"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41776","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\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=41776"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/41776\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=41776"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=41776"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=41776"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}