{"id":45525,"date":"2026-04-26T23:51:48","date_gmt":"2026-04-26T23:51:48","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/ai-%eb%b6%90-%ec%86%8d-%eb%a9%94%eb%aa%a8%eb%a6%ac%c2%b7%ec%8a%a4%ed%86%a0%eb%a6%ac%ec%a7%80-%ea%b4%80%eb%a0%a8%ec%a3%bc-%ea%b8%89%eb%93%b1%ec%a3%bc%eb%aa%a9%ed%95%b4%ec%95%bc-%ed%95%a0\/"},"modified":"2026-04-26T23:51:48","modified_gmt":"2026-04-26T23:51:48","slug":"ai-%eb%b6%90-%ec%86%8d-%eb%a9%94%eb%aa%a8%eb%a6%ac%c2%b7%ec%8a%a4%ed%86%a0%eb%a6%ac%ec%a7%80-%ea%b4%80%eb%a0%a8%ec%a3%bc-%ea%b8%89%eb%93%b1%ec%a3%bc%eb%aa%a9%ed%95%b4%ec%95%bc-%ed%95%a0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/ai-%eb%b6%90-%ec%86%8d-%eb%a9%94%eb%aa%a8%eb%a6%ac%c2%b7%ec%8a%a4%ed%86%a0%eb%a6%ac%ec%a7%80-%ea%b4%80%eb%a0%a8%ec%a3%bc-%ea%b8%89%eb%93%b1%ec%a3%bc%eb%aa%a9%ed%95%b4%ec%95%bc-%ed%95%a0\/","title":{"rendered":"AI \ubd90 \uc18d \uba54\ubaa8\ub9ac\u00b7\uc2a4\ud1a0\ub9ac\uc9c0 \uad00\ub828\uc8fc \uae09\ub4f1\u2026\uc8fc\ubaa9\ud574\uc57c \ud560 \uc120\ub450 2\uac1c\uc0ac"},"content":{"rendered":"<p>AI \uc131\uc7a5\uc73c\ub85c \uba54\ubaa8\ub9ac\uc640 \uc800\uc7a5\uc7a5\uce58 \uad00\ub828\uc8fc\uac00 \ub3d9\ubc18 \uac15\uc138\ub97c \ubcf4\uc774\uace0 \uc788\ub2e4. AI \uc2dc\uc2a4\ud15c\uc744 \uad6c\ub3d9\ud558\uace0 \ub300\uaddc\ubaa8 \ub370\uc774\ud130\ub97c \ucc98\ub9ac\ud558\ub824\uba74 \uba54\ubaa8\ub9ac\uc640 \uc800\uc7a5\uc7a5\uce58\uac00 \ubaa8\ub450 \ud544\uc694\ud558\uae30 \ub54c\ubb38\uc774\ub2e4. \uae30\uc0ac\uc5d0\uc11c\ub294 \uc774 \uc218\uc694\uc640 \uc5f0\uad00\ub41c \ub300\ud45c \uae30\uc5c5\uc73c\ub85c \ub9c8\uc774\ud06c\ub860 \ud14c\ud06c\ub180\ub85c\uc9c0\uc640 \uc528\uac8c\uc774\ud2b8 \ud14c\ud06c\ub180\ub85c\uc9c0\ub97c \uc9c0\ubaa9\ud588\ub2e4.<\/p>\n<p>\ub9c8\uc774\ud06c\ub860 \uc8fc\uac00\ub294 \uc5f0\ucd08 \uc774\ud6c4 70% \uc774\uc0c1 \uc0c1\uc2b9\ud588\uc73c\uba70, \uc120\ud589 \uc8fc\uac00\uc218\uc775\ube44\uc728(PER\u00b7\ud5a5\ud6c4 12\uac1c\uc6d4 \uc608\uc0c1 \uc774\uc775 \uae30\uc900 \uc8fc\uac00\uac00 \uc774\uc775\uc758 \uba87 \ubc30\uc778\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\uc740 8.4\ubc30 \uc218\uc900\uc774\ub2e4. \ub9c8\uc774\ud06c\ub860\uc758 HBM3E(\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\uc758 \ud55c \uc885\ub958\ub85c, \uc5ec\ub7ec \uac1c\uc758 \uba54\ubaa8\ub9ac \uce69\uc744 \uc218\uc9c1\uc73c\ub85c \uc313\uc544 \ub370\uc774\ud130 \ucc98\ub9ac \uc18d\ub3c4\ub97c \ub192\uc778 \uc81c\ud488)\ub294 \ucd08\ub2f9 1.2TB(\ud14c\ub77c\ubc14\uc774\ud2b8)\uc758 \ub370\uc774\ud130\ub97c \uc804\uc1a1\ud560 \uc218 \uc788\ub2e4. \ub9c8\uc774\ud06c\ub860\uc740 2024\ub144 \ucd08 24GB(\uae30\uac00\ubc14\uc774\ud2b8) \u20188-High\u2019 HBM3E(\uba54\ubaa8\ub9ac \uce69 8\uac1c\ub97c \uc218\uc9c1 \uc801\uce35\ud55c \ud615\ud0dc) \uc591\uc0b0(\ub300\ub7c9 \uc0dd\uc0b0)\uc744 \uc2dc\uc791\ud588\ub2e4.<\/p>\n<p>HBM3E\ub294 \uacbd\uc7c1 \uc81c\ud488 \ub300\ube44 \uc804\ub825 \uc0ac\uc6a9\ub7c9\uc774 30% \uc801\uace0, 2026\ub144 \ubb3c\ub7c9\uc740 \uc774\ubbf8 \uc804\ub7c9 \ud310\ub9e4\ub41c \uc0c1\ud0dc\ub2e4. \ucc28\uc138\ub300 HBM4\ub294 \ucd08\ub2f9 2.8TB \uc774\uc0c1 \uc804\uc1a1\uc744 \ubaa9\ud45c\ub85c \ud558\uba70, HBM3E \ub300\ube44 \uc804\ub825 \ud6a8\uc728(\uac19\uc740 \uc131\ub2a5\uc744 \ub0b4\uba74\uc11c \uc804\uae30\ub97c \ub35c \uc4f0\ub294 \uc815\ub3c4)\uc744 20% \uc774\uc0c1 \uac1c\uc120\ud55c\ub2e4\ub294 \uacc4\ud68d\uc774\ub2e4. HBM4\ub294 2026\ub144 4\uc6d4 \uc591\uc0b0\uc774 \uc2dc\uc791\ub420 \uc608\uc815\uc774\uba70, \uac00\uaca9\uc740 50% \uc774\uc0c1 \uc624\ub97c \uac83\uc73c\ub85c \uc5b8\uae09\ub410\ub2e4.<\/p>\n<p>\uae30\uc0ac\uc5d0 \ub530\ub974\uba74 \ub370\uc774\ud130\uc758 90%\ub294 HDD(\ud558\ub4dc\ub514\uc2a4\ud06c\ub4dc\ub77c\uc774\ube0c\u00b7\uc790\uae30 \ub514\uc2a4\ud06c\uc5d0 \ub370\uc774\ud130\ub97c \uc800\uc7a5\ud558\ub294 \ubc29\uc2dd)\uc5d0 \uc800\uc7a5\ub418\uba70, HDD\ub294 SSD(\uc194\ub9ac\ub4dc\uc2a4\ud14c\uc774\ud2b8\ub4dc\ub77c\uc774\ube0c\u00b7\ubc18\ub3c4\uccb4 \uc800\uc7a5\uc7a5\uce58)\ubcf4\ub2e4 TB\ub2f9 \uac00\uaca9\uc774 \ucd5c\ub300 6\ubc30 \uc800\ub834\ud558\ub2e4. \uc528\uac8c\uc774\ud2b8\ub294 \uc138\uacc4 \ucd5c\ub300 HDD \uc81c\uc870\uc0ac\ub85c, Mozaic \ud50c\ub7ab\ud3fc(\uace0\ubc00\ub3c4 \uae30\ub85d \uae30\uc220\uc744 \ubb36\uc740 \uc528\uac8c\uc774\ud2b8\uc758 \ucc28\uc138\ub300 HDD \uae30\uc220 \uae30\ubc18)\uc740 \ud50c\ub798\ud130(\ub514\uc2a4\ud06c \ud55c \uc7a5)\ub2f9 4TB \uc774\uc0c1\uc744 \uad6c\ud604\ud55c\ub2e4.<\/p>\n<p>\ub610\ud55c \uc528\uac8c\uc774\ud2b8\uc758 \u2018\ub2c8\uc5b4\ub77c\uc778\u2019 \ub4dc\ub77c\uc774\ube0c(\ub370\uc774\ud130\uc13c\ud130\uc5d0\uc11c \ub300\uc6a9\ub7c9 \uc800\uc7a5\uc5d0 \uc8fc\ub85c \uc4f0\ub294 HDD \uc81c\ud488\uad70)\ub294 2026\ub144 \ubb3c\ub7c9\uc774 \ub9e4\uc9c4\ub41c \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. \ub3d9\uc2dc\uc5d0 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec(\uc544\ub9c8\uc874\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\u00b7\uad6c\uae00 \ub4f1 \ucd08\ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790)\uc758 \uc124\ube44\ud22c\uc790(CAPEX\u00b7\ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95 \ub4f1\uc5d0 \uc4f0\ub294 \ud22c\uc790) \uc804\ub9dd\uc774 \ub450 \ud68c\uc0ac\uc758 \uc218\uc694\uc640 \uc2dc\uc7a5 \uac00\uaca9\uc5d0 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\ub2e4\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AI \ubd90\uc5d0 \uba54\ubaa8\ub9ac\u00b7\uc800\uc7a5\uc7a5\uce58 \ub3d9\ubc18 \ub7a0\ub9ac. \ub9c8\uc774\ud06c\ub860 HBM3E \uc591\uc0b0, 2026\ub144 \ubb3c\ub7c9 \uc644\ud310\u00b7HBM4 \uac00\uaca9 50%\u2191 \uc804\ub9dd. \uc528\uac8c\uc774\ud2b8 HDD\ub294 TB\ub2f9 6\ubc30 \uc800\ub834, \ub2c8\uc5b4\ub77c\uc778\ub3c4 2026\ub144 \ub9e4\uc9c4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec CAPEX\uac00 \ubcc0\uc218.<\/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-45525","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\/45525","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=45525"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45525\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45525"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45525"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45525"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}