{"id":46369,"date":"2026-05-07T03:25:06","date_gmt":"2026-05-07T03:25:06","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/amd-%ec%a3%bc%ec%8b%9d-ai-%ec%84%b1%ec%9e%a5-%eb%b0%b8%eb%a5%98%ec%97%90%ec%9d%b4%ec%85%98-%ec%8b%9c%ed%97%98%eb%8c%80%ec%97%90-%ec%98%a4%eb%a5%b4%eb%8b%a4\/"},"modified":"2026-05-07T03:25:06","modified_gmt":"2026-05-07T03:25:06","slug":"amd-%ec%a3%bc%ec%8b%9d-ai-%ec%84%b1%ec%9e%a5-%eb%b0%b8%eb%a5%98%ec%97%90%ec%9d%b4%ec%85%98-%ec%8b%9c%ed%97%98%eb%8c%80%ec%97%90-%ec%98%a4%eb%a5%b4%eb%8b%a4","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/opinion\/amd-%ec%a3%bc%ec%8b%9d-ai-%ec%84%b1%ec%9e%a5-%eb%b0%b8%eb%a5%98%ec%97%90%ec%9d%b4%ec%85%98-%ec%8b%9c%ed%97%98%eb%8c%80%ec%97%90-%ec%98%a4%eb%a5%b4%eb%8b%a4\/","title":{"rendered":"AMD \uc8fc\uc2dd: AI \uc131\uc7a5, \ubc38\ub958\uc5d0\uc774\uc158 \uc2dc\ud5d8\ub300\uc5d0 \uc624\ub974\ub2e4"},"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\/2_image-1024x573.webp\" alt=\"\" class=\"wp-image-49684\"\/><\/figure>\n\n\n\n<p><strong>\ud575\uc2ec \ud3ec\uc778\ud2b8<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AMD \uc8fc\uac00\ub294 2026\ub144 1\ubd84\uae30 \uc2e4\uc801\uc774 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uace0 2\ubd84\uae30 \uc2e4\uc801 \uc804\ub9dd(\uac00\uc774\ub358\uc2a4)\uc774 \uac1c\uc120\ub418\uba74\uc11c \ub2e4\uc2dc \ud0c4\ub825\uc744 \ubc1b\uc558\ub2e4. (\uac00\uc774\ub358\uc2a4: \uae30\uc5c5\uc774 \ud5a5\ud6c4 \ub9e4\ucd9c\u00b7\uc774\uc775 \uc804\ub9dd\uce58\ub97c \uc81c\uc2dc\ud558\ub294 \uac83)<\/li>\n\n\n\n<li>\ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc774 \ud575\uc2ec \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \uc790\ub9ac \uc7a1\uc558\uc73c\uba70, EPYC \uc11c\ubc84\uc6a9 CPU(\uc911\uc559\ucc98\ub9ac\uc7a5\uce58)\uc640 AMD Instinct GPU(\uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58) \uc218\uc694\uac00 \uc774\ub97c \ub4b7\ubc1b\uce68\ud588\ub2e4.<\/li>\n\n\n\n<li>OpenAI, \uba54\ud0c0\uc640\uc758 AI \ud611\ub825\uc740 AMD\uac00 AI \uc778\ud504\ub77c(\uc11c\ubc84\u00b7\uce69\u00b7\uc18c\ud504\ud2b8\uc6e8\uc5b4 \ub4f1 \uae30\ubc18 \uc124\ube44) \uacf5\uae09\uc0ac\ub85c\uc11c \uc785\uc9c0\ub97c \uac15\ud654\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub41c\ub2e4.<\/li>\n\n\n\n<li>\ub2e4\uc74c \uad00\uac74\uc740 \ubc38\ub958\uc5d0\uc774\uc158(\uc8fc\uac00\uac00 \uc2e4\uc801 \ub300\ube44 \ube44\uc2fc\uc9c0\/\uc2fc\uc9c0), \uc218\uc775\uc131(\ub9c8\uc9c4) \uc720\uc9c0, \uadf8\ub9ac\uace0 \uc5d4\ube44\ub514\uc544\uc640\uc758 \uaca9\ucc28\ub97c \uacc4\uc18d \uc881\ud790 \uc218 \uc788\ub294\uc9c0 \uc5ec\ubd80\ub2e4.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">AI \uc218\uc694\uac00 \uc2e4\uc801\uc5d0 \ubc18\uc601\ub418\uba70 AMD \uc8fc\uac00 \uc0c1\uc2b9<\/h2>\n\n\n\n<p>AMD\ub294 \uc2dc\uc7a5\uc774 \uc694\uad6c\ud574 \uc628 \uacfc\uc81c\ub97c \uc0c1\ub2f9 \ubd80\ubd84 \ud574\ub0c8\ub2e4. \uc2e4\uc801 \uc11c\ud504\ub77c\uc774\uc988(\uc608\uc0c1\uce58 \uc0c1\ud68c), \ub370\uc774\ud130\uc13c\ud130 \uc131\uc7a5 \uac00\uc18d, OpenAI\u00b7\uba54\ud0c0\uc640\uc758 \uacc4\uc57d\uc740 2\ub144 \uc804 \uac15\uc138\ub860\uc790\ub4e4\uc774 \uae30\ub300\ud588\ub358 \ud575\uc2ec \uc7ac\ub8cc\uc600\uace0, AMD\ub294 \uc774\ub97c \ubcf4\uc5ec\uc92c\ub2e4. \uc8fc\uac00\ub3c4 \uc774\uc5d0 \ubc18\uc751\ud588\ub2e4.<\/p>\n\n\n\n<p>\uc774\uc81c \ub354 \uc5b4\ub824\uc6b4 \ub2e8\uacc4\uac00 \uc2dc\uc791\ub41c\ub2e4. AI \ub9e4\ucd9c\uc774 \ub298\uba74\uc11c\ub3c4 \ub9c8\uc9c4(\uc218\uc775\uc131)\uc744 \uc9c0\ud0ac \uc218 \uc788\ub294\uc9c0, \ub300\ud615 \ud30c\ud2b8\ub108\uc2ed\uc774 \uc77c\ud68c\uc131 \ubc1c\ud45c\uac00 \uc544\ub2c8\ub77c \ubc18\ubcf5 \uc8fc\ubb38\uc73c\ub85c \uc774\uc5b4\uc9c0\ub294\uc9c0, \uc804\ub144 \ub300\ube44 57% \uc131\uc7a5\ud55c \ub370\uc774\ud130\uc13c\ud130 \uc0ac\uc5c5\uc774 \ubc38\ub958\uc5d0\uc774\uc158 \ud504\ub9ac\ubbf8\uc5c4(\ub192\uc740 \ud3c9\uac00)\uc744 \uc720\uc9c0\ud55c \ucc44 \uc131\uc7a5\uc744 \uc774\uc5b4\uac08 \uc218 \uc788\ub294\uc9c0\uac00 \uad00\uac74\uc774\ub2e4. \uc774\ub294 \ub2e8\uae30\uac04\uc5d0 \ud310\ub2e8\ud558\uae30 \uc5b4\ub835\ub2e4.<\/p>\n\n\n\n<p>\ud604\uc7ac AMD \uc8fc\uac00\ub294 \uc774 \u2018\uac80\uc99d \uad6c\uac04\u2019\uc5d0 \uc788\ub2e4. \ub2e8\uc21c\ud55c \ub7a0\ub9ac \ud750\ub984\ubcf4\ub2e4 \ub354 \ubcf5\uc7a1\ud55c \uad6d\uba74\uc774\ub2e4.<\/p>\n\n\n\n<p>AMD\ub294 2026\ub144 1\ubd84\uae30 \ub9e4\ucd9c <strong>103\uc5b5\ub2ec\ub7ec<\/strong>(\uc804\ub144 \ub300\ube44 <strong>38%<\/strong> \uc99d\uac00), \ube44(\u975e)GAAP \uae30\uc900 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS) <strong>1.37\ub2ec\ub7ec<\/strong>\ub97c \uae30\ub85d\ud588\ub2e4. (\ube44GAAP: \ud68c\uacc4\uae30\uc900\uc0c1 \uc77c\ud68c\uc131 \ube44\uc6a9 \ub4f1\uc744 \uc81c\uc678\ud574 \uae30\uc5c5\uc774 \u2018\ud575\uc2ec \uc2e4\uc801\u2019\uc744 \ubcf4\uc5ec\uc8fc\ub824\ub294 \uc9c0\ud45c) \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc740 <strong>58\uc5b5\ub2ec\ub7ec<\/strong>(\uc804\ub144 \ub300\ube44 <strong>57%<\/strong> \uc99d\uac00)\ub85c, EPYC \uc11c\ubc84 \ud504\ub85c\uc138\uc11c(CPU) \uac15\ud55c \uc218\uc694\uc640 AMD Instinct GPU \ucd9c\ud558 \uc99d\uac00(\ucd9c\ud558: \uace0\uac1d\uc0ac\ub85c \uc81c\ud488\uc744 \ubc30\uc1a1\u00b7\uc778\ub3c4\ud558\ub294 \uac83)\uac00 \uc131\uc7a5 \uc694\uc778\uc774\uc5c8\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub294 AMD\uc758 \uc131\uc7a5 \uc5d4\uc9c4\uc774 \ubc14\ub00c\uc5c8\uc74c\uc744 \uc758\ubbf8\ud55c\ub2e4. AMD\ub294 PC(\uac1c\uc778\uc6a9 \ucef4\ud4e8\ud130) \uc218\uc694 \ud68c\ubcf5\uc774\ub098 \uacbd\uae30 \ubbfc\uac10(\uc0ac\uc774\ud074) \ubc18\ub3c4\uccb4\ub85c\ub9cc \ud3c9\uac00\ubc1b\ub294 \uae30\uc5c5\uc774 \uc544\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 AMD\ub97c \ub370\uc774\ud130\uc13c\ud130\u00b7AI \uc778\ud504\ub77c \uae30\uc5c5\uc73c\ub85c \uc7ac\ud3c9\uac00\ud558\uace0 \uc788\uc73c\uba70, \uae30\ud68c\uc640 \ub3d9\uc2dc\uc5d0 \uae30\ub300 \uc218\uc900\ub3c4 \ub192\uc544\uc84c\ub2e4.<\/p>\n\n\n\n<p>AMD\ub294 2\ubd84\uae30 \ub9e4\ucd9c\uc744 <strong>112\uc5b5\ub2ec\ub7ec<\/strong>(\u00b1 <strong>3\uc5b5\ub2ec\ub7ec<\/strong>)\ub85c \uc81c\uc2dc\ud588\ub2e4. \ub85c\uc774\ud130\uc5d0 \ub530\ub974\uba74 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub294 \uc57d <strong>105\uc5b52000\ub9cc\ub2ec\ub7ec<\/strong>\uc600\ub2e4. \uc870\uc815(Adjusted) \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960(\ucd1d\ub9c8\uc9c4: \ub9e4\ucd9c\uc5d0\uc11c \ub9e4\ucd9c\uc6d0\uac00\ub97c \ube80 \uc774\uc775\uc758 \ube44\uc728)\uc740 \uc57d <strong>56%<\/strong>\ub85c, \uc2dc\uc7a5 \uc608\uc0c1\uce58 <strong>55.4%<\/strong>\ub97c \uc6c3\ub3cc \uac83\uc73c\ub85c \ubd24\ub2e4.<\/p>\n\n\n\n<!-- TradingView Widget BEGIN -->\n<div class=\"tradingview-widget-container\" style=\"height:100%;width:100%\">\n  <div class=\"tradingview-widget-container__widget\" style=\"height:calc(100% - 32px);width:100%\"><\/div>\n  <div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/symbols\/NASDAQ-AMD\/\" rel=\"noopener nofollow\" target=\"_blank\"><span class=\"blue-text\">AMD stock chart<\/span><\/a><span class=\"trademark\"> On VT, by TradingView<\/span><\/div>\n  <script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/external-embedding\/embed-widget-advanced-chart.js\" async>\n  {\n  \"allow_symbol_change\": true,\n  \"calendar\": false,\n  \"details\": false,\n  \"hide_side_toolbar\": true,\n  \"hide_top_toolbar\": false,\n  \"hide_legend\": false,\n  \"hide_volume\": false,\n  \"hotlist\": false,\n  \"interval\": \"D\",\n  \"locale\": \"en\",\n  \"save_image\": true,\n  \"style\": \"1\",\n  \"symbol\": \"NASDAQ:AMD\",\n  \"theme\": \"dark\",\n  \"timezone\": \"Etc\/UTC\",\n  \"backgroundColor\": \"#0F0F0F\",\n  \"gridColor\": \"rgba(242, 242, 242, 0.06)\",\n  \"watchlist\": [],\n  \"withdateranges\": false,\n  \"compareSymbols\": [],\n  \"studies\": [],\n  \"autosize\": true\n}\n  <\/script>\n<\/div>\n<!-- TradingView Widget END -->\n\n\n\n<p>\ub9e4\ucd9c\uc774 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uace0, \uc804\ub9dd\uce58\uac00 \uc88b\uc544\uc9c0\uace0, AI \uc218\uc694\uac00 \uc190\uc775\uacc4\uc0b0\uc11c(\ub9e4\ucd9c\u00b7\ube44\uc6a9\u00b7\uc774\uc775\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc7ac\ubb34\uc81c\ud45c)\uc5d0 \ubc18\uc601\ub418\uae30 \uc2dc\uc791\ud588\ub2e4\ub294 \uc810\uc740 \ub2e8\uae30\uc801\uc73c\ub85c \uac15\ud55c \uc11c\uc0ac\ub97c \ub9cc\ub4e0\ub2e4. \ub2e4\ub9cc \uc8fc\uac00\uac00 \uc774\ub7f0 \uc9c4\uc804\uc744 \uc774\ubbf8 \uacfc\ub3c4\ud558\uac8c \ubc18\uc601\ud588\ub294\uc9c0\ub294 \ubcc4\uac1c\uc758 \ubb38\uc81c\ub2e4.<\/p>\n\n\n\n<p><strong>AMD \uc678\uc5d0\ub3c4 \ubbf8\uad6d \uc8fc\uc2dd \uae30\ud68c\ub97c \ucc3e\uace0 \uc788\ub2e4\uba74? <a href=\"https:\/\/www.vtmarkets.com\/cfd-shares\/?utmsource=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">\uae00\ub85c\ubc8c \uc8fc\uc2dd CFD<\/a>(\ucc28\uc561\uacb0\uc81c\uac70\ub798: \uc8fc\uc2dd\uc744 \uc2e4\uc81c\ub85c \ubcf4\uc720\ud558\uc9c0 \uc54a\uace0 \uac00\uaca9 \ubcc0\ub3d9 \ucc28\uc774\ub85c \uc190\uc775\uc744 \ub0b4\ub294 \ud30c\uc0dd\uc0c1\ud488)\ub97c <a href=\"https:\/\/www.vtmarkets.com\/trade-now\/?utmsource=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">VT Markets<\/a>\uc5d0\uc11c \ud655\uc778\ud558\uace0, \uc2e4\uc801 \uc2dc\uc98c \ub3d9\uc548 \uc77c\uac04 \uc2dc\uc7a5 \uc5c5\ub370\uc774\ud2b8\ub97c \ucc38\uace0\ud560 \uc218 \uc788\ub2e4.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u2018AI \ucd94\uaca9 \ub9e4\ub9e4\u2019 \uc131\uaca9\uc774 \ub354 \uac15\ud574\uc9c4\ub2e4<\/h2>\n\n\n\n<p>AMD \uc8fc\uc2dd\uc740 \uc5d4\ube44\ub514\uc544\uc758 \u2018\ub300\uccb4\uc7ac\u2019\ub77c\uae30\ubcf4\ub2e4 \u2018AI \ucd94\uaca9 \ub9e4\ub9e4(\ud6c4\ubc1c\uc8fc\uac00 \uc120\ub450\uc8fc\ub97c \ub530\ub77c\uc7a1\ub294 \ud750\ub984\uc5d0 \ubca0\ud305\ud558\ub294 \uc804\ub7b5)\u2019\ub85c \ubcf4\ub294 \ud3b8\uc774 \ub354 \uc801\uc808\ud558\ub2e4.<\/p>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544\ub294 \uc5ec\uc804\ud788 AI \uac00\uc18d\uae30 \uc2dc\uc7a5(\ud559\uc2b5\u00b7\ucd94\ub860 \uacc4\uc0b0\uc744 \ube60\ub974\uac8c \ud558\ub294 GPU \ub4f1)\uc758 \uc9c0\ubc30\uc801 \uc5c5\uccb4\uc774\uba70, AMD\uac00 \uc774\ub97c \ub4a4\uc9d1\uc5c8\ub2e4\uace0 \ubcf4\uae34 \uc5b4\ub835\ub2e4. \ub2e4\ub9cc AMD\ub294 \uc5d4\ube44\ub514\uc544\ub97c \uc644\uc804\ud788 \uc774\uae30\uc9c0 \uc54a\uc544\ub3c4 \ub41c\ub2e4. \uc2dc\uc7a5 \uc804\uccb4\uac00 \ucee4\uc9c0\ub294 \uac00\uc6b4\ub370 \uc810\uc720\uc728\uc744 \uc758\ubbf8 \uc788\uac8c \uac00\uc838\uc624\uba74 \ub41c\ub2e4. \ud2b9\ud788 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec(\ub300\uaddc\ubaa8 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790: \uc544\ub9c8\uc874\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\u00b7\uad6c\uae00 \ub4f1)\uac00 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654(\ud55c \uc5c5\uccb4 \uc758\uc874\uc744 \uc904\uc774\ub294 \uc804\ub7b5), \uac00\uaca9 \ud611\uc0c1\ub825, \uc7a5\uae30 \ubb3c\ub7c9 \ud655\ubcf4\ub97c \uc6d0\ud560\uc218\ub85d \ud6c4\ubc1c \uacf5\uae09\uc0ac\uc758 \uae30\ud68c\ub294 \ucee4\uc9c4\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">&quot;We&#39;ve never seen anything like this in the investment world,&quot; Carlyle Group co-founder <a href=\"https:\/\/twitter.com\/DM_Rubenstein?ref_src=twsrc%5Etfw\">@DM_Rubenstein<\/a> says, adding: \u201cI suspect AI will change the world.\u201d <a href=\"https:\/\/t.co\/KKaVj40uy1\">pic.twitter.com\/KKaVj40uy1<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/twitter.com\/YahooFinance\/status\/2051683756558139752?ref_src=twsrc%5Etfw\">May 5, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uc774 \uc9c0\uc810\uc5d0\uc11c AMD\uc758 \ub370\uc774\ud130\uc13c\ud130 \uc2e4\uc801\uc774 \uc911\uc694\ud574\uc9c4\ub2e4. 1\ubd84\uae30 \uc131\uc7a5\uc138\ub294 \ud2b9\uc815 \uc81c\ud488\uc5d0\ub9cc \uc758\uc874\ud558\uc9c0 \uc54a\uc558\ub2e4. \ub370\uc774\ud130\uc13c\ud130\ub294 EPYC \uc11c\ubc84 CPU\uc640 Instinct GPU \ud655\ub300\uac00 \uae30\uc5ec\ud588\uace0, \ud074\ub77c\uc774\uc5b8\ud2b8(PC\uc6a9)\u00b7\uac8c\uc784 \ub9e4\ucd9c\ub3c4 <strong>23%<\/strong> \uc99d\uac00\ud55c <strong>36\uc5b5\ub2ec\ub7ec<\/strong>\uc600\ub2e4. \uc784\ubca0\ub514\ub4dc(\uc0b0\uc5c5\u00b7\ud1b5\uc2e0 \uc7a5\ube44 \ub4f1 \uae30\uae30 \ub0b4\uc7a5\uc6a9 \ubc18\ub3c4\uccb4) \ub9e4\ucd9c\ub3c4 <strong>6%<\/strong> \ub298\uc5b4 <strong>8\uc5b57300\ub9cc\ub2ec\ub7ec<\/strong>\ub97c \uae30\ub85d\ud588\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub294 AMD\uac00 \u2018\ub2e8\uc77c AI \uce69\u2019 \uc2a4\ud1a0\ub9ac\ubcf4\ub2e4 \ub113\uc740 \ud50c\ub7ab\ud3fc\uc744 \uac16\uace0 \uc788\uc74c\uc744 \ub73b\ud55c\ub2e4. CPU\u00b7GPU\u00b7\ub799(\uc11c\ubc84\ub97c \uaf42\ub294 \uc7a5\ube44) \ub2e8\uc704 \uc2dc\uc2a4\ud15c\uacfc \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc9c0\uc6d0\uc774 \ud568\uaed8 AI \uc778\ud504\ub77c\ub85c \uc5f0\uacb0\ub41c\ub2e4. (\ud559\uc2b5: AI \ubaa8\ub378\uc744 \ub9cc\ub4dc\ub294 \ub300\uaddc\ubaa8 \uc5f0\uc0b0, \ucd94\ub860: \ud559\uc2b5\ub41c \ubaa8\ub378\ub85c \uc2e4\uc81c \uc11c\ube44\uc2a4\ub97c \ud558\ub294 \uc5f0\uc0b0) \ud559\uc2b5 \uc218\uc694\uac00 \uc5ec\uc804\ud788 \ud06c\uc9c0\ub9cc, \ucd94\ub860\uacfc \uae30\uc5c5\uc6a9 AI \uc5c5\ubb34\uac00 \ub298\uba74 \ud074\ub77c\uc6b0\ub4dc \ube45\ud14c\ud06c \uc678 \uc218\uc694\ub3c4 \ud655\ub300\ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ud2b8\ub808\uc774\ub354 \uad00\uc810\uc5d0\uc11c AMD\ub294 \ub2e8\uc21c \ubaa8\uba58\ud140(\ub2e8\uae30 \uc0c1\uc2b9 \ud750\ub984) \uc885\ubaa9\uc774 \uc544\ub2c8\ub77c, AI \uc2e0\ub8b0\ub3c4\ub97c \ubc18\ubcf5 \uac00\ub2a5\ud55c \ub9e4\ucd9c \uc131\uc7a5\uacfc \ub9c8\uc9c4 \uac1c\uc120\uc73c\ub85c \ubc14\uafc0 \uc218 \uc788\ub294\uc9c0\uc758 \uc2dc\ud5d8\ub300\ub2e4. \ub610\ud55c \uc8fc\uac00\uc218\uc775\ube44\uc728(PER)\u00b7\uc8fc\uac00\ub9e4\ucd9c\ube44\uc728(PSR) \uac19\uc740 \ubc38\ub958\uc5d0\uc774\uc158 \ubc30\uc218(\uc2e4\uc801 \ub300\ube44 \uc8fc\uac00 \uc218\uc900)\uac00 \uc7a5\uae30\uc801\uc73c\ub85c \uc815\ub2f9\ud654\ub418\ub294\uc9c0 \ud655\uc778\ud558\ub294 \uad6c\uac04\uc774\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">OpenAI\u00b7\uba54\ud0c0 \uacc4\uc57d\uc73c\ub85c \ucee4\uc9c4 AMD\uc758 AI \uc11c\uc0ac<\/h2>\n\n\n\n<p>AMD\uc758 AI \uc11c\uc0ac\ub294 OpenAI\uc640 \uba54\ud0c0\uc640\uc758 \uc804\ub7b5\uc801 \ud611\ub825\uc73c\ub85c \uc2e0\ub8b0\ub3c4\uac00 \ub192\uc544\uc84c\ub2e4.<\/p>\n\n\n\n<p>2025\ub144 10\uc6d4 AMD\uc640 OpenAI\ub294 \ucc28\uc138\ub300 AI \uc778\ud504\ub77c\ub97c \uc5ec\ub7ec \uc138\ub300\uc758 AMD Instinct GPU\ub85c \uad6c\ucd95\ud558\ub294 <strong>6\uae30\uac00\uc640\ud2b8(GW) \uaddc\ubaa8 \uacc4\uc57d<\/strong>\uc744 \ubc1c\ud45c\ud588\ub2e4. (\uae30\uac00\uc640\ud2b8: \uc804\ub825 \uaddc\ubaa8 \ub2e8\uc704\ub85c, \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825\u00b7\uc218\uc6a9 \ub2a5\ub825 \uaddc\ubaa8\ub97c \uac00\ub2a0\ud560 \ub54c \uc0ac\uc6a9) \uccab <strong>1\uae30\uac00\uc640\ud2b8 \ubc30\uce58<\/strong>\ub294 2026\ub144 \ud558\ubc18\uae30 AMD Instinct MI450 GPU\ub85c \uc2dc\uc791\ub420 \uc608\uc815\uc774\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">WATCH: AMD shares surged after the company unveiled a $100 billion annual data-center revenue target and announced plans to expand its presence in the AI market, buoyed by deals with OpenAI and Oracle <a href=\"https:\/\/t.co\/uo8oyNvFBM\">https:\/\/t.co\/uo8oyNvFBM<\/a> <a href=\"https:\/\/t.co\/cSBsU4E5dC\">pic.twitter.com\/cSBsU4E5dC<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/1988792682840486168?ref_src=twsrc%5Etfw\">November 13, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uba54\ud0c0\ub3c4 2026\ub144 2\uc6d4 AMD\uc640\uc758 \ud611\ub825\uc744 \ud655\ub300\ud588\ub2e4. AMD\ub294 \uccab 1\uae30\uac00\uc640\ud2b8 \ubc30\uce58 \ubb3c\ub7c9\uc758 \ucd9c\ud558\uac00 2026\ub144 \ud558\ubc18\uae30 \uc2dc\uc791\ub420 \uac83\uc73c\ub85c \ubd24\ub2e4. \uc774 \ubc30\uce58\ub294 \ub9de\ucda4\ud615 AMD Instinct MI450 \uae30\ubc18 GPU, 6\uc138\ub300 AMD EPYC CPU, ROCm \uc18c\ud504\ud2b8\uc6e8\uc5b4(AMD\uc758 GPU \uc5f0\uc0b0 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ud50c\ub7ab\ud3fc: \uc5d4\ube44\ub514\uc544 CUDA\uc640 \uc720\uc0ac\ud55c \uc5ed\ud560), AMD Helios \ub799 \uc2a4\ucf00\uc77c \uc544\ud0a4\ud14d\ucc98(\ub799 \ub2e8\uc704\ub85c \uc11c\ubc84\u00b7\ub124\ud2b8\uc6cc\ud06c\u00b7\uac00\uc18d\uae30\ub97c \ud1b5\ud569 \uc124\uacc4\ud558\ub294 \ubc29\uc2dd)\ub97c \uae30\ubc18\uc73c\ub85c \ud55c\ub2e4.<\/p>\n\n\n\n<p>\uc774 \uacc4\uc57d\ub4e4\uc774 \uc911\uc694\ud55c \uc774\uc720\ub294 \ub300\ud615 AI \uace0\uac1d\uc774 AMD \uc81c\ud488\uc744 \ub300\uaddc\ubaa8\ub85c \ub3c4\uc785\ud560 \uc758\uc0ac\uac00 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\uae30 \ub54c\ubb38\uc774\ub2e4. \uc5d4\ube44\ub514\uc544\uc758 \uc6b0\uc704\ub97c \uc989\uc2dc \uc5c6\uc560\uc9c4 \ubabb\ud558\uc9c0\ub9cc, \ub354 \ub9ce\uc740 \uc5f0\uc0b0(\ucef4\ud4e8\ud305)\uacfc \ub354 \ub9ce\uc740 \ubb3c\ub7c9\uc774 \ud544\uc694\ud55c AI \uc2dc\uc7a5\uc5d0\uc11c AMD\uac00 \u20182\uc704 \uacf5\uae09\uc0ac\u2019\ub85c \uc790\ub9ac \uc7a1\uc744 \uc218 \uc788\uc74c\uc744 \ud655\uc778\uc2dc\ud0a8\ub2e4.<\/p>\n\n\n\n<p>OpenAI\u00b7\uba54\ud0c0 \uacc4\uc57d\uc740 AMD\uc5d0 \ub354 \uae34 \uc131\uc7a5 \uacbd\ub85c\ub3c4 \uc81c\uacf5\ud55c\ub2e4. \ubc30\uce58\uac00 \uacc4\ud68d\ub300\ub85c \ud655\ub300\ub418\uba74, \uc2dc\uc7a5\uc740 AMD\ub97c \ub2e8\uae30 \ubd84\uae30 \uc2e4\uc801\ubfd0 \uc544\ub2c8\ub77c \ud5a5\ud6c4 AI \uc778\ud504\ub77c \uc218\uc694\ub97c \uae30\uc900\uc73c\ub85c \ud3c9\uac00\ud560 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c4\ub2e4.<\/p>\n\n\n\n<p>\ub2e4\ub9cc \uc2e4\ud589 \uae30\uc900\uc740 \ub192\ub2e4. \ub300\ud615 \ud30c\ud2b8\ub108\uc2ed\uc740 \ud5e4\ub4dc\ub77c\uc778\uc73c\ub85c\ub294 \uac15\ud558\uc9c0\ub9cc, \uacb0\uad6d \ucd9c\ud558 \uc2dc\uc810, \ub9e4\ucd9c \uae30\uc5ec, \ucd1d\ub9c8\uc9c4, \uace0\uac1d \ud655\ub300 \uc5ec\ubd80\ub85c \ud3c9\uac00\ubc1b\ub294\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc774\uc81c\ub294 \ubc38\ub958\uc5d0\uc774\uc158\uc774 \ub354 \uc5b4\ub824\uc6b4 \ubb38\uc81c<\/h2>\n\n\n\n<p>AMD\uc758 \ub9ac\uc2a4\ud06c\ub294 AI \uc11c\uc0ac\uac00 \uc57d\ud558\ub2e4\ub294 \ub370 \uc788\uc9c0 \uc54a\ub2e4. \ub9ac\uc2a4\ud06c\ub294 \uc8fc\uac00\uac00 \uc774\ubbf8 \ubbf8\ub798 \uc131\uacfc\ub97c \uc0c1\ub2f9 \ubd80\ubd84 \uc120\ubc18\uc601\ud588\uc744 \uc218 \uc788\ub2e4\ub294 \uc810\uc774\ub2e4.<\/p>\n\n\n\n<p>\uae09\ub4f1 \uc774\ud6c4 AMD\ub294 \u2018\uc800\ud3c9\uac00 \ud6c4\ubc1c\uc8fc\u2019\ubcf4\ub2e4\ub294 \u2018\uace0\uc131\uc7a5 AI \uc778\ud504\ub77c \ub9ac\ub354\u2019\ucc98\ub7fc \uac70\ub798\ub418\uace0 \uc788\ub2e4. \uc2e4\uc801\uc774 \uc88b\uc73c\uba74 \uc0c1\uc2b9 \ud750\ub984\uc744 \uc9c0\uc9c0\ud560 \uc218 \uc788\uc9c0\ub9cc, AI GPU \ucc44\ud0dd(\ub3c4\uc785) \uc9c0\uc5f0, \ub9c8\uc9c4 \uc804\ub9dd \uc545\ud654, \ub370\uc774\ud130\uc13c\ud130 \uc131\uc7a5 \ub454\ud654\uac00 \ub098\uc624\uba74 \uc870\uc815 \ud3ed\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uc5ec\uae30\uc11c \ubc38\ub958\uc5d0\uc774\uc158 \uac80\uc99d\uc774 \ud575\uc2ec\uc774 \ub41c\ub2e4. <a href=\"https:\/\/www.amd.com\/en\/newsroom\/press-releases\/2026-5-5-amd-reports-first-quarter-2026-financial-results.html\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">AMD\uc758 1\ubd84\uae30 \ube44GAAP \ucd1d\ub9c8\uc9c4\uc740 55%<\/a>\ub85c, 1\ub144 \uc804 <strong>54%<\/strong>\uc5d0\uc11c \uac1c\uc120\ub410\uc9c0\ub9cc 2025\ub144 4\ubd84\uae30 <strong>57%<\/strong>\ubcf4\ub2e4\ub294 \ub0ae\uc558\ub2e4. \ube44GAAP \uc601\uc5c5\ube44\uc6a9(\uc5f0\uad6c\uac1c\ubc1c\ube44\u00b7\ud310\ub9e4\uad00\ub9ac\ube44 \ub4f1)\uc740 \uc804\ub144 \ub300\ube44 <strong>42%<\/strong> \ub298\uc5b4 <strong>31\uc5b5\ub2ec\ub7ec<\/strong>\uc600\uace0, \ube44GAAP \uc601\uc5c5\uc774\uc775\uc740 <strong>43%<\/strong> \uc99d\uac00\ud55c <strong>25\uc5b5\ub2ec\ub7ec<\/strong>\uc600\ub2e4. (\uc601\uc5c5\uc774\uc775: \ubcf8\uc5c5\uc73c\ub85c \ubc88 \uc774\uc775)<\/p>\n\n\n\n<p>\ub9c8\uc9c4\uc774 \ub098\uc058\ub2e4\uace0 \ubcf4\uae34 \uc5b4\ub835\uc9c0\ub9cc, \uc774\uc81c\ub294 \ub9e4\ucd9c \uc131\uc7a5\ub9cc\uc73c\ub85c \ucda9\ubd84\ud558\uc9c0 \uc54a\ub2e4. AI \uc131\uc7a5\uc138\uac00 \uc218\uc775\uc131 \uac1c\uc120\uc73c\ub85c\ub3c4 \uc774\uc5b4\uc9c0\ub294\uc9c0 \ud655\uc778\uc774 \ud544\uc694\ud558\ub2e4. AMD\ub294 \uc81c\ud488 \uac1c\ubc1c, \uc18c\ud504\ud2b8\uc6e8\uc5b4, \ub300\ud615 \uace0\uac1d \ubc30\uce58\uc5d0 \ud070 \ud22c\uc790\ub97c \ud558\uace0 \uc788\uc5b4 \ube44\uc6a9 \ubd80\ub2f4\ub3c4 \ud568\uaed8 \ucee4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc774 \uac00\uc18d\ud654\ub418\ub294 \ub3d9\uc2dc\uc5d0 \ucd1d\ub9c8\uc9c4\uc774 \uac1c\uc120\ub418\uba74, AMD\ub294 \ub192\uc740 \ubc38\ub958\uc5d0\uc774\uc158\uc744 \ubc29\uc5b4\ud560 \uc5ec\uc9c0\uac00 \uc788\ub2e4. \ubc18\ub300\ub85c \ub9e4\ucd9c\uc740 \ub298\uc9c0\ub9cc \ub9c8\uc9c4\uc774 \uae30\ub300\uc5d0 \ubabb \ubbf8\uce58\uba74 \uc2dc\uc7a5\uc740 \ub354 \uae4c\ub2e4\ub86d\uac8c \ud3c9\uac00\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AMD vs \uc5d4\ube44\ub514\uc544: \ube44\uad50\uc758 \ud575\uc2ec<\/h2>\n\n\n\n<p>AMD\uc640 <a href=\"https:\/\/www.vtmarkets.com\/tag\/nvidia\/?utmsource=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">\uc5d4\ube44\ub514\uc544<\/a> \ube44\uad50\ub294 \uc720\ud6a8\ud558\uc9c0\ub9cc, \uad00\uc810\uc744 \uc815\ud655\ud788 \uc7a1\uc544\uc57c \ud55c\ub2e4.<\/p>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544\ub294 \ub354 \uac15\ud55c AI \uc0dd\ud0dc\uacc4(\ud558\ub4dc\uc6e8\uc5b4\u00b7\uc18c\ud504\ud2b8\uc6e8\uc5b4\u00b7\uac1c\ubc1c\uc790 \ub3c4\uad6c\uc758 \uacb0\ud569), \ub354 \ud070 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc6b0\uc704, \ub354 \ub113\uc740 \uc124\uce58 \uae30\ubc18(\uc774\ubbf8 \uae54\ub9b0 \uc81c\ud488\u00b7\uace0\uac1d \uae30\ubc18)\uc744 \uac16\uace0 \uc788\ub2e4. AMD\ub294 \uc544\uc9c1 \uc2e0\ub8b0\ub97c \uc313\ub294 \ub2e8\uacc4\ub2e4. \uadf8\ub7ec\ub098 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub294 AMD\uac00 \uc5d4\ube44\ub514\uc544\ub97c \ub300\uccb4\ud558\uae38 \uc6d0\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, \ub300\uaddc\ubaa8\uc5d0\uc11c \uc791\ub3d9\ud558\ub294 \u2018\ud655\uc2e4\ud55c 2\ubc88\uc9f8 \uacf5\uae09\uc6d0(\uc138\ucee8\ub4dc \uc18c\uc2a4)\u2019\uc774 \ub418\uae38 \uc6d0\ud55c\ub2e4.<\/p>\n\n\n\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\/image-8-1024x881.jpg\" alt=\"\" class=\"wp-image-49683\"\/><\/figure>\n\n\n\n<p><em>\ucd9c\ucc98: <a href=\"http:\/\/www.carbonfinance.io\">CarbonFinance<\/a><\/em><\/p>\n\n\n\n<p>\uc774 \ucc28\uc774\ub294 \ud22c\uc790 \ub17c\ub9ac\ub97c \ubc14\uafbc\ub2e4. \uc804\uccb4 \uc218\uc694\uac00 \ucee4\uc9c0\ub294 \uc2dc\uc7a5\uc5d0\uc11c AMD\uac00 \uc810\uc720\uc728\uc744 \ub298\ub9ac\uba74 \uc8fc\uac00\ub294 \uc624\ub97c \uc218 \uc788\ub2e4. \uc2dc\uc7a5 \uc804\uccb4\ub97c \ub3c5\uc2dd\ud560 \ud544\uc694\ub294 \uc5c6\ub2e4.<\/p>\n\n\n\n<p>\uadf8\ub798\uc11c \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654\uac00 \uc911\uc694\ud558\ub2e4. \ub300\ud615 AI \uace0\uac1d\uc740 \uc5f0\uc0b0 \uc218\uc694\uac00 \ub298\uc218\ub85d \uc120\ud0dd\uc9c0\ub97c \uc6d0\ud55c\ub2e4. AMD\uac00 \uacbd\uc7c1\ub825 \uc788\ub294 \uc131\ub2a5, \ub354 \ub098\uc740 \uacf5\uae09 \uac00\ub2a5\uc131(\ubb3c\ub7c9 \ud655\ubcf4), \ub354 \uc88b\uc740 \ube44\uc6a9 \ud6a8\uc728(\uac19\uc740 \uc131\ub2a5 \ub300\ube44 \ube44\uc6a9)\uc744 \uc81c\uc2dc\ud558\uba74, \uc5d4\ube44\ub514\uc544\uac00 1\uc704\uc778 \uc2dc\uc7a5\uc5d0\uc11c\ub3c4 \uc758\ubbf8 \uc788\ub294 \uc218\uc694\ub97c \ud655\ubcf4\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ud575\uc2ec \uc9c8\ubb38\uc740 AMD\uac00 \uc131\ub2a5, \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc644\uc131\ub3c4, \ubc30\uce58 \uc18d\ub3c4\uc5d0\uc11c \uaca9\ucc28\ub97c \uacc4\uc18d \uc904\uc77c \uc218 \uc788\ub290\ub0d0\ub2e4. \ud30c\ud2b8\ub108\uc2ed\uacfc \ub9e4\ucd9c \uac00\uc18d\uc740 \uae0d\uc815\uc801\uc774\uc9c0\ub9cc, \uc774\ub97c \uc9c0\uc18d\uc801\uc778 \uc810\uc720\uc728 \ud655\ub300(\uc77c\uc2dc\uc801\uc774 \uc544\ub2cc \uad6c\uc870\uc801 \ud655\ub300)\ub85c \ubc14\uafbc\ub2e4\ub294 \uc99d\uac70\uac00 \ub354 \ud544\uc694\ud558\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AMD \uc8fc\uac00\uc758 \ub2e4\uc74c \ubcc0\uace1\uc810 \uc694\uc778<\/h2>\n\n\n\n<p>AMD \uc8fc\uac00\uc758 \ub2e4\uc74c \ubc29\ud5a5\uc740 \ub370\uc774\ud130\uc13c\ud130 \uc131\uc7a5, \ucd1d\ub9c8\uc9c4, AI \ucd9c\ud558 \uac00\uc2dc\uc131(\uc2e4\uc81c \ub9e4\ucd9c\ub85c \uc7a1\ud790\uc9c0\uc758 \uba85\ud655\uc131) 3\uac00\uc9c0\uc5d0 \uc88c\uc6b0\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n\n\n\n<p>\ub370\uc774\ud130\uc13c\ud130 \uc131\uc7a5\uc740 \uac00\uc7a5 \uba85\ud655\ud55c \uc2e0\ud638\ub2e4. EPYC CPU\uc640 Instinct GPU\uc5d0\uc11c \ub9e4\ucd9c\uc774 \uacc4\uc18d \uac15\ud558\uac8c \ub098\uc624\uba74, \ubc38\ub958\uc5d0\uc774\uc158 \ubd80\ub2f4\uc774 \uc788\uc5b4\ub3c4 \uc2dc\uc7a5\uc740 \uc8fc\uac00\ub97c \uc9c0\uc9c0\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ub450 \ubc88\uc9f8\ub294 \ucd1d\ub9c8\uc9c4\uc774\ub2e4. 2\ubd84\uae30 \ucd1d\ub9c8\uc9c4 \uac00\uc774\ub358\uc2a4 <strong>56%<\/strong>\ub294 \uc2dc\uc7a5\uc774 \uc9d1\uc911\uc801\uc73c\ub85c \ucd94\uc801\ud560 \uc9c0\ud45c\ub2e4. \ub9c8\uc9c4\uc774 \ub354 \uac15\ud574\uc9c0\uba74 AI \uc218\uc694\uac00 \ub9e4\ucd9c\ubfd0 \uc544\ub2c8\ub77c \uc774\uc775\uc758 \uc9c8(\uc218\uc775\uc131)\ub3c4 \uac1c\uc120\ud55c\ub2e4\ub294 \uc758\ubbf8\uac00 \ub41c\ub2e4.<\/p>\n\n\n\n<p>\uc138 \ubc88\uc9f8\ub294 \ucd9c\ud558 \uac00\uc2dc\uc131\uc774\ub2e4. OpenAI\u00b7\uba54\ud0c0 \ubc30\uce58\ub294 2026\ub144 \ud558\ubc18\uae30\ubd80\ud130 \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub3fc, \ubc1c\ud45c\uac00 \uc2e4\uc81c \ucd9c\ud558\uc640 \ub9e4\ucd9c\ub85c \uc774\uc5b4\uc9c0\ub294 \uc2e0\ud638\uac00 \ud544\uc694\ud558\ub2e4.<\/p>\n\n\n\n<p>\uc8fc\uac00\ub294 AI \uc139\ud130 \uc804\ubc18\uc758 \ud22c\uc790\uc2ec\ub9ac\uc5d0\ub3c4 \ubc18\uc751\ud560 \uc218 \uc788\ub2e4. AI \uc778\ud504\ub77c \ud22c\uc790\uc5d0 \ub300\ud55c \uc2e0\ub8b0\uac00 \uc720\uc9c0\ub418\uba74 \ud558\ub77d \uc2dc \ub9e4\uc218\uc138(\ub525 \ub9e4\uc218)\uac00 \uc720\uc785\ub420 \uc218 \uc788\ub2e4. \ubc18\ub300\ub85c AI \uc124\ube44\ud22c\uc790(CAPEX: \uacf5\uc7a5\u00b7\uc11c\ubc84 \ub4f1 \uc7a5\uae30 \uc790\uc0b0\uc5d0 \uc4f0\ub294 \ud22c\uc790)\ub098 \ud074\ub77c\uc6b0\ub4dc \uc218\uc775\uc131\uc774 \uc758\uc2ec\ubc1b\uae30 \uc2dc\uc791\ud558\uba74, \ubc38\ub958\uc5d0\uc774\uc158\uc774 \ub192\uc740 \ubc18\ub3c4\uccb4 \uc885\ubaa9 \uc804\ubc18\uc774 \ud568\uaed8 \uc555\ubc15\uc744 \ubc1b\uc744 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AMD \uc8fc\uac00 \uc804\ub9dd: \ud750\ub984\uc740 \uae0d\uc815\uc801, \ubd80\ub2f4\ub3c4 \ud655\ub300<\/h2>\n\n\n\n<p>\ub2e8\uae30\uc801\uc73c\ub85c\ub294 \ub370\uc774\ud130\uc13c\ud130 \uc131\uc7a5\uc774 \uacac\uc870\ud558\uace0 \uac00\uc774\ub358\uc2a4\uac00 \uc2dc\uc7a5 \uae30\ub300\ub97c \uc6c3\ub3c4\ub294 \ud55c, AMD \uc8fc\uac00 \ud750\ub984\uc740 \uae0d\uc815\uc801\uc774\ub2e4. AI \uc218\uc694\ub294 \ub354 \uc774\uc0c1 \u2018\ubbf8\ub798\uc758 \uc57d\uc18d\u2019\uc774 \uc544\ub2c8\ub77c \uc774\ubbf8 \ub9e4\ucd9c\uacfc \uc774\uc775, \ud22c\uc790\uc2ec\ub9ac\uc5d0 \uc601\ud5a5\uc744 \uc8fc\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uae30\ubcf8 \uc2dc\ub098\ub9ac\uc624\ub294 AMD\uac00 \u2018AI \ucd94\uaca9 \ub9e4\ub9e4\u2019\uc758 \ud575\uc2ec \uc885\ubaa9\uc73c\ub85c \ub0a8\ub294 \uac83\uc774\ub2e4. \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc774 \ud22c\uc790\uc2ec\ub9ac\ub97c \uc9c0\uc9c0\ud558\uace0, OpenAI\u00b7\uba54\ud0c0 \ud30c\ud2b8\ub108\uc2ed\uc774 \uc7a5\uae30 \uc131\uc7a5 \uc11c\uc0ac\ub97c \uac15\ud654\ud55c\ub2e4. \ucd1d\ub9c8\uc9c4\uc774 \uac1c\uc120\ub418\uace0 AI \ubc30\uce58\uac00 \uc77c\uc815\ub300\ub85c \ud655\ub300\ub418\uba74, \uc8fc\uac00\ub294 \ud504\ub9ac\ubbf8\uc5c4 \ubc38\ub958\uc5d0\uc774\uc158\uc744 \uc720\uc9c0\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ubcf4\uc218\uc801 \uc2dc\ub098\ub9ac\uc624\ub294 \uae30\ub300\uac00 \uc774\ubbf8 \ub192\ub2e4\ub294 \uc810\uc774\ub2e4. \ub370\uc774\ud130\uc13c\ud130 \uc131\uc7a5 \ub454\ud654, 2\ubd84\uae30 \uc804\ub9dd \ucd94\uac00 \uc0c1\ud5a5 \uc2e4\ud328, \ucd1d\ub9c8\uc9c4 \uc2e4\ub9dd, \ud639\uc740 \ubc38\ub958\uc5d0\uc774\uc158\uc774 \uc2e4\uc801\uc744 \uc55e\uc11c\uac14\ub2e4\uace0 \ud310\ub2e8\ud558\ub294 \ud22c\uc790\uc790 \uc99d\uac00 \uc2dc \uc8fc\uac00\uac00 \uc815\uccb4\ub418\uac70\ub098 \uc870\uc815\uc744 \ubc1b\uc744 \uc218 \uc788\ub2e4. \uc5d4\ube44\ub514\uc544\uc640\uc758 \uacbd\uc7c1\ub3c4 \uc5ec\uc804\ud788 \ud575\uc2ec \ub9ac\uc2a4\ud06c\ub2e4.<\/p>\n\n\n\n<p>\uac15\uc138 \uc2dc\ub098\ub9ac\uc624\uc758 \ud575\uc2ec\uc740 \u2018AI \uc218\uc694\uac00 \uc9c4\uc9dc\ub0d0\u2019\uac00 \uc544\ub2c8\ub2e4. \uc774\uc81c\ub294 \ub9c8\uc9c4 \uad00\ub9ac(\uc6d0\uac00\u00b7\uac00\uaca9\u00b7\uc81c\ud488 \ubbf9\uc2a4 \ud1b5\uc81c), \ubc30\uce58 \uc77c\uc815 \uc900\uc218, \uadf8\ub9ac\uace0 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uac00 AMD\ub97c \ub2e8\uc21c \ud611\uc0c1 \uce74\ub4dc\uac00 \uc544\ub2c8\ub77c \uc9c0\uc18d \uac00\ub2a5\ud55c 2\ubc88\uc9f8 \uacf5\uae09\uc6d0\uc73c\ub85c \uc6d0\ud558\ub290\ub0d0\uc5d0 \ub2ec\ub838\ub2e4. \uc774\ub294 \ud55c \ubc88\uc758 \uc2e4\uc801 \ubc1c\ud45c\ub85c \uacb0\ub860 \ub098\uae30 \uc5b4\ub835\ub2e4.<\/p>\n\n\n\n<p>AMD\ub294 \uc0c1\uc2b9\uc744 \ub9cc\ub4e4\uc5c8\ub2e4. \ubc29\uc5b4\ub294 \ub610 \ub2e4\ub978 \uacfc\uc81c\ub2e4.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>FAQs<\/strong><\/summary>\n<p><strong>AMD \uc8fc\uac00\uac00 \uc624\ub974\ub294 \uc774\uc720\ub294?<\/strong><\/p>\n\n\n\n<p>AMD\ub294 2026\ub144 1\ubd84\uae30 \uc2e4\uc801\uc774 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uc558\uace0, \ub370\uc774\ud130\uc13c\ud130 \uc131\uc7a5 \uc18d\ub3c4\uac00 \ube68\ub77c\uc84c\uc73c\uba70, 2\ubd84\uae30 \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4\uac00 \uc2dc\uc7a5 \uc608\uc0c1\ubcf4\ub2e4 \ub192\uc558\ub2e4. AI \uc218\uc694\uac00 \ub9e4\ucd9c\uc5d0 \ub354 \ub69c\ub837\ud558\uac8c \ubc18\uc601\ub418\uae30 \uc2dc\uc791\ud588\ub2e4\ub294 \uc810\uc774 \ud22c\uc790 \uae30\ub300\ub97c \ub04c\uc5b4\uc62c\ub838\ub2e4.<\/p>\n\n\n\n<p><strong>AMD\ub294 AI \uad00\ub828 \uc885\ubaa9\uc778\uac00?<\/strong><\/p>\n\n\n\n<p>\uadf8\ub807\ub2e4. AMD\ub294 \ub370\uc774\ud130\uc13c\ud130 CPU, Instinct GPU, \ub799 \ub2e8\uc704 \uc2dc\uc2a4\ud15c, \uadf8\ub9ac\uace0 OpenAI\u00b7\uba54\ud0c0\uc640\uc758 \ud611\ub825\uc73c\ub85c AI \uc778\ud504\ub77c \uc885\ubaa9\uc73c\ub85c \ud3c9\uac00 \ube44\uc911\uc774 \ucee4\uc9c0\uace0 \uc788\ub2e4. PC\u00b7\uac8c\uc784 \uc0ac\uc5c5\ub3c4 \uc758\ubbf8\uac00 \uc788\uc9c0\ub9cc, \ud604\uc7ac \ud22c\uc790 \uc11c\uc0ac\uc758 \uc911\uc2ec\uc740 \ub370\uc774\ud130\uc13c\ud130 \uc131\uc7a5\uc774\ub2e4.<\/p>\n\n\n\n<p><strong>AMD\ub294 \uc5d4\ube44\ub514\uc544\uc640 \uacbd\uc7c1\ud560 \uc218 \uc788\ub098?<\/strong><\/p>\n\n\n\n<p>\uacbd\uc7c1\uc740 \uac00\ub2a5\ud558\uc9c0\ub9cc, AMD\uac00 \uc5d4\ube44\ub514\uc544\ub97c \ucd94\uc6d4\ud560 \ud544\uc694\ub294 \uc5c6\ub2e4. \ud575\uc2ec\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uac00 \ud544\uc694\ub85c \ud558\ub294 AI \uce69 \ubb3c\ub7c9\uc744 \uc548\uc815\uc801\uc73c\ub85c \uacf5\uae09\ud560 \uc218 \uc788\ub294 \u2018\ub300\uaddc\ubaa8 2\ubc88\uc9f8 \uacf5\uae09\uc0ac\u2019\ub85c \uc790\ub9ac \uc7a1\ub294 \uac83\uc774\ub2e4.<\/p>\n\n\n\n<p><strong>AMD \uc8fc\uc2dd\uc758 \uac00\uc7a5 \ud070 \ub9ac\uc2a4\ud06c\ub294?<\/strong><\/p>\n\n\n\n<p>\uac00\uc7a5 \ud070 \ub9ac\uc2a4\ud06c\ub294 \ubc38\ub958\uc5d0\uc774\uc158\uc774\ub2e4. \uc131\uc7a5\uc138\ub294 \uac15\ud558\uc9c0\ub9cc \uc8fc\uac00\uac00 \ub192\uc740 \uae30\ub300\ub97c \ubc18\uc601\ud558\uace0 \uc788\ub2e4. \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c \ub454\ud654, \ub9c8\uc9c4 \uc57d\ud654, AI GPU \ubc30\uce58 \uc9c0\uc5f0\uc774 \ub098\ud0c0\ub098\uba74 \uc8fc\uac00\uc5d0 \ubd80\ub2f4\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p><strong>AMD \uc2e4\uc801\uc5d0\uc11c \ubb34\uc5c7\uc744 \ubd10\uc57c \ud558\ub098?<\/strong><\/p>\n\n\n\n<p>\ud22c\uc790\uc790\ub294 \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c, \ucd1d\ub9c8\uc9c4, 2\ubd84\uae30 \ubc0f \uc5f0\uac04 \uac00\uc774\ub358\uc2a4, Instinct GPU \ucd9c\ud558, EPYC CPU \uc218\uc694, OpenAI\u00b7\uba54\ud0c0 \ubc30\uce58 \uc9c4\ud589 \uc0c1\ud669\uc744 \ubd10\uc57c \ud55c\ub2e4. \uc774\ub97c \ud1b5\ud574 AMD\uc758 AI \uc804\ub7b5\uc774 \ub2e8\uae30 \uae30\ub300\uac10\uc778\uc9c0, \uc9c0\uc18d \uac00\ub2a5\ud55c \uc131\uc7a5\uc778\uc9c0 \uac00\ub2a0\ud560 \uc218 \uc788\ub2e4.<\/p>\n<\/details>\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>\u201c\uc2e4\uc801+\uac00\uc774\ub358\uc2a4\u201d\uc5d0 AI\uac00 \ubd99\uc790 AMD \uc8fc\uac00 \uc7ac\uc810\ud654. \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c 57% \uae09\uc99d, EPYC\u00b7Instinct \uacac\uc778. OpenAI\u00b7\uba54\ud0c0 \uacc4\uc57d\uc774 \uc11c\uc0ac \uac15\ud654. \uad00\uac74\uc740 \ubc38\ub958\uc5d0\uc774\uc158\u00b7\ub9c8\uc9c4\u00b7\uc5d4\ube44\ub514\uc544 \uaca9\ucc28.<\/p>\n","protected":false},"author":87,"featured_media":46368,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49],"tags":[],"class_list":["post-46369","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/46369","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=46369"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46369\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/46368"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46369"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46369"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46369"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}