\uc778\ud154\uc740 \ub9bd\ubd80 \ud0c4 \ucd5c\uace0\uacbd\uc601\uc790(CEO) \uccb4\uc81c\uc5d0\uc11c \u2018\ud134\uc5b4\ub77c\uc6b4\ub4dc(\uc2e4\uc801\u00b7\uc0ac\uc5c5 \uc7ac\uac74)\u2019\ub97c \ucd94\uc9c4\ud558\uace0 \uc788\ub2e4. \ud575\uc2ec\uc740 18A \uacf5\uc815(\ucd08\ubbf8\uc138 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uacf5\uc815) \uc9c4\uc804\uacfc \uc778\uacf5\uc9c0\ub2a5(AI) \uc778\ud504\ub77c, \uadf8\ub9ac\uace0 \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0)\u00b7\uc81c\uc870 \uc11c\ube44\uc2a4 \uac15\ud654\ub2e4. \uc2dc\uc7a5\uc774 \uc778\ud154\uc744 \u2018\uae30\uc874(\ub808\uac70\uc2dc) \uce69 \uc81c\uc870\uc0ac\u2019\ub85c\ub9cc \ubcf4\uc9c0 \uc54a\uac8c \ub418\uba74\uc11c \uc8fc\uac00\ub3c4 \uc7ac\ud3c9\uac00\ub97c \ubc1b\uace0 \uc788\ub2e4.<\/p>\n
\ub2e8\uae30 \ub3d9\ub825\uc73c\ub85c\ub294 18A \uae30\ubc18 \u2018\ud32c\uc11c \ub808\uc774\ud06c(Panther Lake)\u2019 PC\uc6a9 \uce69\uc774 \ucd9c\ud558\ub97c \uc2dc\uc791\ud588\ub2e4. \ub610 AI \uc5c5\ubb34(\uc6cc\ud06c\ub85c\ub4dc: \uc11c\ubc84\uc5d0\uc11c \ucc98\ub9ac\ud558\ub294 AI \uc5f0\uc0b0 \uc791\uc5c5)\uac00 \ub298\uba74\uc11c \uc11c\ubc84\uc6a9 \uc911\uc559\ucc98\ub9ac\uc7a5\uce58(CPU) \uc218\uc694\uac00 \uac1c\uc120\ub418\uace0 \uc788\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4. \uc77c\ubd80 \uc560\ub110\ub9ac\uc2a4\ud2b8\ub294 \uc778\ud154\uc774 2026\ub144 \uc11c\ubc84 CPU \ubb3c\ub7c9\uc774 \uac70\uc758 \ub9e4\uc9c4\uc5d0 \uac00\uae5d\ub2e4\uace0 \ubcf8\ub2e4.<\/p>\n
\uc778\ud154\uc740 \uc8fc\uc694 \ud611\ub825\ub3c4 \uacf5\uac1c\ud588\ub2e4. \uc5d4\ube44\ub514\uc544\uc758 50\uc5b5\ub2ec\ub7ec \ud22c\uc790, \uad6c\uae00\uc758 \uc81c\uc628(Xeon) CPU \ubc0f \ub9de\ucda4\ud615 IPU(\uc778\ud154\uc774 \uc124\uacc4\ud558\ub294 AI\u00b7\ub370\uc774\ud130 \ucc98\ub9ac\uc6a9 \ud2b9\ud654 \uce69) \uad00\ub828 \ub2e4\ub144\uac04 \ud655\uc7a5, \ud14c\ub77c\ud339(Terafab)\uc758 AI \uce69 \ucd94\uc9c4 \uacc4\ud68d \ucc38\uc5ec \ub4f1\uc774 \ud3ec\ud568\ub41c\ub2e4. \uc778\ud154\uc740 \uc544\ud3f4\ub85c(Apollo)\uac00 \ubcf4\uc720\ud55c \uc544\uc77c\ub79c\ub4dc \uacf5\uc7a5(\ud339) \uc9c0\ubd84\uc744 \ub418\uc0ac\uc624\ub294 \uc808\ucc28\ub3c4 \uc9c4\ud589 \uc911\uc774\ub2e4.<\/p>\n
\uc704\ud5d8 \uc694\uc778\uc73c\ub85c\ub294 \ubc38\ub958\uc5d0\uc774\uc158(\uc8fc\uac00\uac00 \uc774\uc775 \ub300\ube44 \uc5bc\ub9c8\ub098 \ube44\uc2fc\uc9c0) \ubd80\ub2f4\uacfc \uc2e4\uc801 \ubc1c\ud45c\uac00 \uaf3d\ud78c\ub2e4. \uc778\ud154\uc740 2027\ub144 \uc608\uc0c1 \uc774\uc775 \uae30\uc900 \uc8fc\uac00\uc218\uc775\ube44\uc728(P\/E: \uc8fc\uac00 \u00f7 \uc8fc\ub2f9\uc21c\uc774\uc775) \uc57d 63\ubc30\uc5d0 \uac70\ub798\ub418\uace0 \uc788\ub294\ub370, \uc774\ub294 \uc5d4\ube44\ub514\uc544\uc758 \ud5a5\ud6c4(\ud3ec\uc6cc\ub4dc) P\/E\uc758 \uc57d 3\ubc30 \uc218\uc900\uc774\ub2e4. \uc778\ud154\uc740 4\uc6d4 23\uc77c 2026\ub144 1\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud558\uba70, \uac00\uc774\ub358\uc2a4(\ud68c\uc0ac \uce21 \uc2e4\uc801 \uc804\ub9dd)\ub294 \ub9e4\ucd9c \uc57d 122\uc5b5\ub2ec\ub7ec\uc640 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS: \uc8fc\ub2f9 \uc774\uc775) \uc190\uc775\ubd84\uae30\uc810(\uac70\uc758 0\uc6d0 \uc218\uc900)\uc744 \uc81c\uc2dc\ud588\ub2e4.<\/p>\n
\uc778\ud154 \ud30c\uc6b4\ub4dc\ub9ac\ub294 \ub300\uaddc\ubaa8 \uc591\uc0b0(\uc2a4\ucf00\uc77c)\uc5d0\uc11c \uc544\uc9c1 \uc131\uacfc\uac00 \uc785\uc99d\ub418\uc9c0 \uc54a\uc558\ub2e4. AMD, \uc5d4\ube44\ub514\uc544, TSMC(\ub300\ub9cc \ud30c\uc6b4\ub4dc\ub9ac 1\uc704)\uc640\uc758 \uacbd\uc7c1 \uc18d\uc5d0\uc11c \uc9c0\uc5f0\uc744 \ud5c8\uc6a9\ud560 \uc5ec\uc9c0\uac00 \ud06c\uc9c0 \uc54a\ub2e4\ub294 \uc810\ub3c4 \ubd80\ub2f4\uc774\ub2e4. \uc778\ud154 \uc8fc\uac00\ub294 9\uac70\ub798\uc77c \ub3d9\uc548 50% \uc774\uc0c1 \uc62c\ub790\ub294\ub370, \uc774\ub294 \uc0ac\uc0c1 \uac00\uc7a5 \ube60\ub978 \uc0c1\uc2b9 \ud750\ub984\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4. \uae30\uc220\uc801 \uc9c0\ud45c\uc778 RSI(\uc0c1\ub300\uac15\ub3c4\uc9c0\uc218: \ub2e8\uae30 \uacfc\uc5f4 \uc5ec\ubd80\ub97c \ubcf4\ub294 \uc9c0\ud45c)\ub294 \uacfc\uc5f4(\uc624\ubc84\ubcf4\ud2b8) \uc2e0\ud638\ub97c \ub098\ud0c0\ub0b8\ub2e4.<\/p>\n
4\uc6d4 23\uc77c \uc2e4\uc801 \ubc1c\ud45c\uac00 9\uc77c \uc55e\uc73c\ub85c \ub2e4\uac00\uc624\uba74\uc11c, \uc774\ubc88 \uad6c\ub3c4\ub294 \uc0c1\uc2b9\u00b7\ud558\ub77d\uc774 \ud06c\uac8c \uac08\ub9b4 \uc218 \uc788\ub294 \u2018\uc591\uc790\ud0dd\uc77c(\ubc14\uc774\ub108\ub9ac)\u2019 \uc131\uaca9\uc774 \uac15\ud574\uc84c\ub2e4. \uc8fc\uac00\uac00 \uc9e7\uc740 \uae30\uac04\uc5d0 50% \ub118\uac8c \uae09\ub4f1\ud574 \uc2e4\uc801 \uc218\uce58\uc758 \uc911\uc694\uc131\uc774 \ucee4\uc84c\ub2e4. \ub354 \uc774\uc0c1 \ub290\ub9ac\uac8c \uc6c0\uc9c1\uc774\ub294 \uac00\uce58\uc8fc\uac00 \uc544\ub2c8\ub77c, \uc0c1\uc2b9 \ud750\ub984(\ubaa8\uba58\ud140) \uc790\uccb4\uac00 \uc2e4\uc801\uc774\ub77c\ub294 \uccab \uc2dc\ud5d8\ub300\uc5d0 \uc624\ub978 \uc0c1\ud669\uc774\ub2e4.<\/p>\n
\uc635\uc158\uc2dc\uc7a5(\ubbf8\ub9ac \uc815\ud55c \uac00\uaca9\uc5d0 \uc8fc\uc2dd\uc744 \uc0b4\u00b7\ud314 \uc218 \uc788\ub294 \uad8c\ub9ac \uac70\ub798)\ub3c4 \uae34\uc7a5\uc744 \ubc18\uc601\ud55c\ub2e4. \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \ud5a5\ud6c4 \ubcc0\ub3d9 \uc608\uc0c1\uce58)\uc740 \uc2e4\uc801 \ubc1c\ud45c \ud6c4 \uc8fc\uac00\uac00 \uc704\uc544\ub798\ub85c 10% \uc774\uc0c1 \uc6c0\uc9c1\uc77c \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774 \ub54c\ubb38\uc5d0 \uc635\uc158\uc744 \ub2e8\uc21c \ub9e4\uc218\ud558\ub294 \uc804\ub7b5\uc740 \ube44\uc6a9\uc774 \ud06c\uc9c0\ub9cc, \ub3d9\uc2dc\uc5d0 \uc2dc\uc7a5\uc774 \uc2e4\uc801\uacfc \uac00\uc774\ub358\uc2a4\uc5d0 \ud070 \ubc18\uc751\uc744 \uc608\uc0c1\ud55c\ub2e4\ub294 \uc758\ubbf8\uc774\uae30\ub3c4 \ud558\ub2e4. \ud575\uc2ec\uc740 \ubc29\ud5a5\uc131 \ud55c\ucabd \ubca0\ud305\ubcf4\ub2e4 \u2018\ud070 \ubcc0\ub3d9\u2019 \uc790\uccb4\uc5d0 \ub300\ube44\ud558\ub294 \ud3ec\uc9c0\uc158 \uad6c\uc131\uc774\ub2e4.<\/p>\n
\uc0c1\uc2b9 \ucabd\uc5d0 \ubb34\uac8c\ub97c \ub450\ub294 \ud22c\uc790\uc790\ub77c\uba74, 5\uc6d4 \ub9cc\uae30\uc5d0\uc11c \uc678\uac00\uaca9(out-of-the-money\u00b7\ud604\uc7ac \uc8fc\uac00\ubcf4\ub2e4 \ub354 \ube44\uc2fc \ud589\uc0ac\uac00\uc758 \ucf5c) \ucf5c\uc635\uc158 \ub9e4\uc218 \ub610\ub294 \ucf5c \uc2a4\ud504\ub808\ub4dc(\ucf5c \ub9e4\uc218\uc640 \ucf5c \ub9e4\ub3c4\ub97c \ud568\uaed8 \ud574 \ube44\uc6a9\uc744 \ub0ae\ucd94\ub294 \ubc29\uc2dd)\uac00 \u2018\uc2e4\uc801 \ud638\uc870+\uc804\ub9dd \uc0c1\ud5a5(\ube44\ud2b8 \uc564\ub4dc \ub808\uc774\uc988)\u2019\uc744 \ub178\ub9ac\ub294 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\ub2e4. \uac15\uc138 \ub17c\ub9ac\ub294 \uacbd\uc601\uc9c4\uc774 \uc11c\ubc84 CPU \uc218\uc694 \uac15\uc138\ub97c \ud655\uc778\ud558\uace0, \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\uc758 \uad6c\uccb4\uc801 \ub9e4\ucd9c \uc774\uc815\ud45c\ub97c \uc81c\uc2dc\ud560 \uc218 \uc788\ub290\ub0d0\uc5d0 \ub2ec\ub824 \uc788\ub2e4. \uc5ec\uae30\uc11c \uae0d\uc815\uc801 \uc11c\ud504\ub77c\uc774\uc988(\uc608\uc0c1\ubcf4\ub2e4 \uc88b\uc740 \uacb0\uacfc)\uac00 \ub098\uc624\uba74, \uc0c1\uc2b9\uc744 \ub193\uce5c \ud22c\uc790\uc790\uac00 \ub4a4\ub2a6\uac8c \ucd94\uaca9 \ub9e4\uc218\uc5d0 \ub098\uc124 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/p>\n
\ubc18\ub300\ub85c \u2018\ub274\uc2a4\uc5d0 \ud314\uae30(sell the news: \ubc1c\ud45c \uc804 \uae30\ub300\uac10\uc73c\ub85c \uc624\ub978 \ub4a4 \ubc1c\ud45c \ud6c4 \ucc28\uc775\uc2e4\ud604 \ub9e4\ubb3c\ub85c \ud558\ub77d)\u2019 \uc704\ud5d8\ub3c4 \ud06c\ub2e4. \ud2b9\ud788 \uc8fc\uac00\uac00 \ud3ec\uc6cc\ub4dc P\/E \uc57d 63\ubc30\uae4c\uc9c0 \uc62c\ub77c\uc628 \uc810\uc744 \uac10\uc548\ud558\uba74 \ub354 \uadf8\ub807\ub2e4. 2025\ub144 3\ubd84\uae30\uc5d0\ub3c4 \ube44\uc2b7\ud558\uac8c, \uc2e4\uc801 \ubc1c\ud45c \uc804 \uac15\ud55c \ub7a0\ub9ac \ub4a4 \uacb0\uacfc\uac00 \ub098\uc058\uc9c0 \uc54a\uc558\uc74c\uc5d0\ub3c4 \u2018\uc5c4\uccad\ub098\uac8c \uc88b\uc9c0\ub294 \uc54a\uc740\u2019 \uc218\uc900\uc774\ub77c\ub294 \uc774\uc720\ub85c 10% \uc870\uc815\uc774 \ub098\uc628 \uc0ac\ub840\uac00 \uc788\ub2e4. \ube44\uc2b7\ud55c \uc0c1\ud669\uc744 \uc6b0\ub824\ud558\ub294 \ud22c\uc790\uc790\ub294 \ud48b\uc635\uc158(\ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \uad8c\ub9ac) \ub9e4\uc218\ub098 \ud48b \uc2a4\ud504\ub808\ub4dc(\ud48b \ub9e4\uc218\u00b7\ud48b \ub9e4\ub3c4 \uc870\ud569)\ub85c \uac00\uc774\ub358\uc2a4 \uc2e4\ub9dd \uc2dc \uac00\uce58\ud3c9\uac00(\ubc38\ub958\uc5d0\uc774\uc158) \ud558\ud5a5 \uc870\uc815(\ub514\ub808\uc774\ud305: \ub192\uc740 P\/E\uac00 \ub0ae\uc544\uc9c0\ub294 \uacfc\uc815)\uc5d0 \ub300\ube44\ud560 \uc218 \uc788\ub2e4.<\/p>\n
\uc635\uc158 \ube44\uc6a9\uc774 \ub192\uc740 \uc810\uc744 \uace0\ub824\ud558\uba74, \u2018\ubcc0\ub3d9\uc131 \uc911\uc2ec\u2019 \uc804\ub7b5\uc778 \ub871 \uc2a4\ud2b8\ub798\ub4e4\/\uc2a4\ud2b8\ub7ad\uae00(\ucf5c\uacfc \ud48b\uc744 \ud568\uaed8 \ub9e4\uc218\ud574 \ubc29\ud5a5\uacfc \ubb34\uad00\ud558\uac8c \ud070 \uc6c0\uc9c1\uc784\uc744 \ub178\ub9ac\ub294 \uc804\ub7b5)\uc774 \uc911\ub9bd\uc801 \ub300\uc548\uc774 \ub420 \uc218 \uc788\ub2e4. \uc5b4\ub290 \ucabd\uc73c\ub85c\ub4e0 \ud06c\uac8c \uc6c0\uc9c1\uc774\uba74 \uc774\uc775\uc774 \ub0a0 \uc218 \uc788\uc73c\uba70, \uc2dc\uc7a5\uc774 \uac00\uaca9\uc5d0 \ubc18\uc601\ud55c \u2018\u00b110% \ubcc0\ub3d9\u2019\uc774 \uc2e4\uc81c\ub85c\ub294 \ub354 \ucee4\uc9c8 \uc218 \uc788\ub2e4\uace0 \ubcf4\ub294 \ubca0\ud305\uc774\ub2e4. \uc774\ub294 4\uc6d4 23\uc77c \uc2e4\uc801\uc774 \ud134\uc5b4\ub77c\uc6b4\ub4dc \uc11c\uc0ac\uc5d0 \uc0ac\uc2e4\uc0c1 \uc2b9\ubd80\ucc98\ub77c\ub294 \uc2dc\uac01\uacfc \ub9de\ub2ff\uc544 \uc788\ub2e4.<\/p>\n
\ucd5c\uadfc \ub7a0\ub9ac\ub85c \uc774\ubbf8 \uc8fc\uc2dd\uc744 \ubcf4\uc720\ud574 \uc218\uc775\uc774 \ub09c \ud22c\uc790\uc790\ub77c\uba74, \uc9c0\uae08\uc740 \ud5e4\uc9c0(\uc190\uc2e4 \ubc29\uc5b4) \uc5ec\ubd80\ub97c \uac80\ud1a0\ud560 \uc2dc\uc810\uc774\ub2e4. \ubcf4\ud638\uc6a9 \ud48b\uc635\uc158\uc744 \uc0ac\uba74 \ucd5c\uadfc \uc218\uc775\uc744 \uc77c\ubd80 \uc9c0\ud0a4\uba74\uc11c \uc2e4\uc801 \ubc1c\ud45c \uad6c\uac04\uc758 \ud558\ub77d \uc704\ud5d8\uc744 \uc81c\ud55c\ud560 \uc218 \uc788\ub2e4. \uc774\ub807\uac8c \ud558\uba74 \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\uc9c0\ub97c \uc5f4\uc5b4\ub450\ub294 \ub3d9\uc2dc\uc5d0, \uc2e4\uc801\uc774 \uc8fc\uac00 \uae09\ub4f1\uc744 \uc815\ub2f9\ud654\ud558\uc9c0 \ubabb\ud560 \uacbd\uc6b0 \uc190\uc2e4 \u2018\ubc14\ub2e5\u2019\uc744 \uc124\uc815\ud560 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"
\uc778\ud154, 18A\u00b7AI\u00b7\ud30c\uc6b4\ub4dc\ub9ac\ub85c \u2018\ud134\uc5b4\ub77c\uc6b4\ub4dc\u2019 \uac00\uc18d\u2026\ud32c\uc11c\ub808\uc774\ud06c \ucd9c\ud558\u00b7\uc11c\ubc84 CPU \uc218\uc694 \uac1c\uc120\uc5d0 \uc7ac\ud3c9\uac00. \ub2e4\ub9cc P\/E 63\ubc30 \uacfc\uc5f4 \uc18d 4\uc6d423\uc77c \uc2e4\uc801 \u2018\ubc14\uc774\ub108\ub9ac\u2019 \uc2b9\ubd80, \uc635\uc158 \ubcc0\ub3d9\uc131 \u00b110% \uacbd\uace0.<\/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":[71],"tags":[],"class_list":["post-44591","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\/44591","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=44591"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44591\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44591"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44591"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44591"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}