{"id":46907,"date":"2026-05-18T08:56:20","date_gmt":"2026-05-18T08:56:20","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-1%eb%b6%84%ea%b8%b0-%ec%8b%a4%ec%a0%81-ai-%ec%88%98%ec%9a%94-%ec%8b%9c%ed%97%98%eb%8c%80%eb%86%92%ec%9d%80-%ea%b0%80%ec%9d%b4%eb%8d%98%ec%8a%a4-%ea%b8%b0\/"},"modified":"2026-05-18T08:56:20","modified_gmt":"2026-05-18T08:56:20","slug":"%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-1%eb%b6%84%ea%b8%b0-%ec%8b%a4%ec%a0%81-ai-%ec%88%98%ec%9a%94-%ec%8b%9c%ed%97%98%eb%8c%80%eb%86%92%ec%9d%80-%ea%b0%80%ec%9d%b4%eb%8d%98%ec%8a%a4-%ea%b8%b0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-1%eb%b6%84%ea%b8%b0-%ec%8b%a4%ec%a0%81-ai-%ec%88%98%ec%9a%94-%ec%8b%9c%ed%97%98%eb%8c%80%eb%86%92%ec%9d%80-%ea%b0%80%ec%9d%b4%eb%8d%98%ec%8a%a4-%ea%b8%b0\/","title":{"rendered":"\uc5d4\ube44\ub514\uc544 1\ubd84\uae30 \uc2e4\uc801, AI \uc218\uc694 \uc2dc\ud5d8\ub300\u2026\ub192\uc740 \uac00\uc774\ub358\uc2a4 \uae30\ub300 \uc18d \uc635\uc158, \ud070 \ud3ed \ubcc0\ub3d9\uc131 \ubc18\uc601"},"content":{"rendered":"<p>\uc5d4\ube44\ub514\uc544\ub294 2026\ub144 4\uc6d4 26\uc77c\ub85c \ub05d\ub09c 2027\ud68c\uacc4\uc5f0\ub3c4 1\ubd84\uae30(\ud68c\uacc4\uc0c1 2026\ub144 2~4\uc6d4) \uc2e4\uc801\uc744 2026\ub144 5\uc6d4 20\uc77c \ubc1c\ud45c\ud560 \uc608\uc815\uc774\ub2e4. \uae30\uc220\uc8fc\uc640 \ubc18\ub3c4\uccb4\uc8fc\uac00 \ud070 \ud3ed\uc73c\ub85c \uc624\ub978 \ub4a4\uc778 \ub9cc\ud07c, \uc774\ubc88 \ubc1c\ud45c\ub294 \uc778\uacf5\uc9c0\ub2a5(AI) \uc778\ud504\ub77c \uc218\uc694\uac00 \uacc4\uc18d \uac15\ud55c\uc9c0 \ud655\uc778\ud558\ub294 \uc2dc\ud5d8\ub300\uac00 \ub420 \uc804\ub9dd\uc774\ub2e4.<\/p>\n<p>\ube14\ub8f8\ubc84\uadf8 \ucee8\uc13c\uc11c\uc2a4(\uc2dc\uc7a5 \ud3c9\uade0 \uc804\ub9dd\uce58)\uc5d0 \ub530\ub974\uba74 \uc870\uc815 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS\u00b7\uc77c\ud68c\uc131 \ube44\uc6a9 \ub4f1\uc744 \ube7c \uc2e4\uc81c \uc601\uc5c5 \ud750\ub984\uc744 \ubcf4\ub824\ub294 \uc9c0\ud45c)\uc740 1.77\ub2ec\ub7ec, \ub9e4\ucd9c\uc740 789\uc5b5\ub2ec\ub7ec\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc774\ub294 \ub9e4\ucd9c\uc774 \uc804\ub144 \ub300\ube44 \uc57d 79% \ub298\uc5b4\ub098\ub294 \uc218\uc900\uc774\ub2e4. \ub370\uc774\ud130\uc13c\ud130(\uc11c\ubc84\uc6a9 AI \uce69 \ub4f1) \ub9e4\ucd9c\uc740 733\uc5b5\ub2ec\ub7ec\ub85c \uc804\ub144 \ub300\ube44 \uc57d 87% \uc99d\uac00\uac00 \uc804\ub9dd\ub418\uba70, \ube14\ub799\uc6f0(\ucc28\uc138\ub300 AI \uce69 \ud50c\ub7ab\ud3fc) \uacf5\uae09 \uc18d\ub3c4\uc640 \ub8e8\ube48(\ucc28\uae30 \ud50c\ub7ab\ud3fc) \ucd08\uae30 \ucd9c\uc2dc \uc2dc\uc810\uc774 \ud575\uc2ec \uad00\uc804 \ud3ec\uc778\ud2b8\ub85c \uaf3d\ud78c\ub2e4.<\/p>\n<p>\uc870\uc815 \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960(\ub9e4\ucd9c\uc5d0\uc11c \uc6d0\uac00\ub97c \ube80 \ube44\uc728\ub85c \uc218\uc775\uc131\uc758 \uae30\ubcf8 \uc9c0\ud45c)\uc740 \uc57d 75%\uac00 \uc608\uc0c1\ub41c\ub2e4. \ud328\ud0a4\uc9d5(\uce69\uc744 \uae30\ud310\u00b7\ucf00\uc774\uc2a4\uc5d0 \uc2e4\uc7a5\ud558\ub294 \uacf5\uc815), HBM(\uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac\u00b7AI \uce69 \uc606\uc5d0 \ubd99\uc5ec \uc4f0\ub294 \ucd08\uace0\uc18d \uba54\ubaa8\ub9ac), \uc11c\ubc84, \ub124\ud2b8\uc6cc\ud0b9(\uc2a4\uc704\uce58\u00b7\uc778\ud130\ucee4\ub125\ud2b8 \ub4f1 \ub370\uc774\ud130\uc13c\ud130 \uc5f0\uacb0 \uc7a5\ube44) \ub4f1 \uacf5\uae09 \uc81c\uc57d\uc774 \ucd9c\ud558(\ub0a9\ud488 \ubb3c\ub7c9)\ub098 \ube44\uc6a9\uc5d0 \uc601\ud5a5\uc744 \uc8fc\ub294\uc9c0 \uc5ec\ubd80\uac00 \uc774\uc288\uac00 \ub420 \uc218 \uc788\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc5d0\uc11c\ub294 2027\ud68c\uacc4\uc5f0\ub3c4(FY2027) \ub9e4\ucd9c 3700\uc5b5\ub2ec\ub7ec, \uc870\uc815 EPS 8.43\ub2ec\ub7ec\ub97c \uae30\ub300\ud558\uace0 \uc788\ub2e4. \uc774\ub294 2026\ud68c\uacc4\uc5f0\ub3c4(FY2026) \ub9e4\ucd9c \uc57d 2160\uc5b5\ub2ec\ub7ec, \uc870\uc815 EPS 4.77\ub2ec\ub7ec\uc640 \ube44\uad50\ud574 \ub9e4\ucd9c\uc740 \uc57d 71%, EPS\ub294 \uc57d 77% \uc131\uc7a5\ud55c\ub2e4\ub294 \uac00\uc815\uc774\ub2e4.<\/p>\n<p>\ucd5c\uadfc \ubd84\uae30 \ud3c9\uade0 \u2018\uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988\u2019(\uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3c4\ub294 \uc2e4\uc801 \ud3ed)\uac00 \uc57d 15%\uc600\ub2e4\ub294 \uc810\uacfc, \uc8fc\uac00\uac00 \u2018\ud6c4\ud589 PER 48\ubc30\u2019 \uc218\uc900\uc774\ub77c\ub294 \ud3c9\uac00\ub3c4 \uc5b8\uae09\ub41c\ub2e4. \ud6c4\ud589 PER\uc740 \uc9c0\ub09c 12\uac1c\uc6d4 \uc2e4\uc801 \uae30\uc900\uc73c\ub85c \uc8fc\uac00\uac00 \uc774\uc775\uc758 \uba87 \ubc30\uc778\uc9c0 \ubcf4\ub294 \uac12\uc73c\ub85c, \ub192\uc744\uc218\ub85d \uc2dc\uc7a5 \uae30\ub300\uac00 \ud06c\ub2e4\ub294 \ub73b\uc774\ub2e4. \ub9ac\uc2a4\ud06c\ub85c\ub294 \uc2dc\uc7a5 \uae30\ub300\ub97c \ub118\uc9c0 \ubabb\ud558\ub294 \uac00\uc774\ub358\uc2a4(\ud68c\uc0ac\uac00 \uc81c\uc2dc\ud558\ub294 \ud5a5\ud6c4 \uc2e4\uc801 \uc804\ub9dd), \ub9c8\uc9c4(\uc774\uc775\ub960) \uc555\ubc15, \uc911\uad6d 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\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-46907","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\/46907","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=46907"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/46907\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=46907"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=46907"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=46907"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}