\ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 \ucd08\uae30\uc5d0\ub294 GPU(\uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58)\uac00 \uc8fc\ub3c4\ud55c \uc778\uacf5\uc9c0\ub2a5(AI) \uc131\uc7a5\uc5d0\uc11c \ubc97\uc5b4\ub098, \uc778\ud504\ub77c \uc911\uc2ec \uae30\uc5c5\uc778 \uc778\ud154\uacfc AMD \uac19\uc740 \uc885\ubaa9\uc73c\ub85c \ubb34\uac8c\uc911\uc2ec\uc774 \uc774\ub3d9\ud558\ub294 \uac83\uc73c\ub85c \ubb18\uc0ac\ub41c\ub2e4. \ubcf8\ubb38\uc740 **\uc5d8\ub9ac\uc5c7 \ud30c\ub3d9 \ubd84\uc11d**(\uc8fc\uac00\uac00 \ud22c\uc790\uc2ec\ub9ac\ub85c \uc778\ud574 \uc77c\uc815\ud55c \ud30c\ub3d9 \ud328\ud134\uc744 \ubc18\ubcf5\ud55c\ub2e4\ub294 \uae30\uc220\uc801 \ubd84\uc11d)\uc744 \ud1b5\ud574 \uc778\ud154\uc758 \uc8fc\uac00 \ud750\ub984\uacfc \ub7a0\ub9ac \uad6c\uc870\ub97c \uc124\uba85\ud55c\ub2e4.<\/p>\n
\uc778\ud154\uc758 2009\ub144 \uc774\ud6c4 \ub7a0\ub9ac\ub294 2019\ub144 4\uc6d4 **59.59\ub2ec\ub7ec**\uc5d0\uc11c \uc815\uc810\uc744 \ucc0d\uc5c8\ub2e4. \uc774\ud6c4 **\ud655\uc7a5 \ud50c\ub7ab \uc870\uc815**(\uc870\uc815\uc774 A-B-C \ud615\ud0dc\ub85c \uc9c4\ud589\ub418\uba70 \ubcc0\ub3d9\ud3ed\uc774 \ucee4\uc9c0\ub294 \uc720\ud615)\uc73c\ub85c \uc0c1\uc2b9\ubd84\uc758 **76.4%\ub97c \ub118\uac8c \ub418\ub3cc\ub9bc**(\uc0c1\uc2b9\ubd84\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ub418\ub3cc\ub824 \ud558\ub77d\ud558\ub294 \uac83)\ud588\uace0, **2\ud30c(wave II)**\uac00 2025\ub144 4\uc6d4\uc5d0 \uc885\ub8cc\ub41c \uac83\uc73c\ub85c \uc81c\uc2dc\ub418\uba70, \uadf8 \ub4a4 **700% \uc774\uc0c1 \uc0c1\uc2b9**\uc774 \uc774\uc5b4\uc84c\ub2e4\uace0 \uc11c\uc220\ud55c\ub2e4.<\/p>\n
**\ud53c\ubcf4\ub098\uce58 \ud655\uc7a5 261.8%**(\uc774\uc804 \ud30c\ub3d9 \uae38\uc774\ub97c \uae30\uc900\uc73c\ub85c \ub2e4\uc74c \ubaa9\ud45c \uad6c\uac04\uc744 \ube44\uc728\ub85c \uacc4\uc0b0\ud558\ub294 \ubc29\ubc95) \uae30\uc900\uc73c\ub85c, **1\u20132\ud30c \uc6c0\uc9c1\uc784\uc758 261.8% \ud655\uc7a5 \ubaa9\ud45c\uac00**\ub294 **144.07\ub2ec\ub7ec**\ub85c \uc81c\uc2dc\ub418\uba70 \uc774\ub97c **3\ud30c(wave III) \ubaa9\ud45c \uad6c\uac04**\uc73c\ub85c \ubcf8\ub2e4. \uc81c\uc2dc\ub41c \uc77c\uac04 \ud30c\ub3d9 \ub808\ubca8\uc740 \ub2e4\uc74c\uacfc \uac19\ub2e4.
\n– ((1))\ud30c: **43.28\ub2ec\ub7ec**
\n– ((2))\ud30c: **34.95\ub2ec\ub7ec**
\n– ((3))\uc758 (1)\ud30c: **54.60\ub2ec\ub7ec**
\n– ((3))\uc758 (2)\ud30c: **40.63\ub2ec\ub7ec**
\n– ((3))\uc758 (3)\ud30c: **132.75\ub2ec\ub7ec**<\/p>\n
2026\ub144 \uc5f0\ucd08 \uc774\ud6c4(YTD) \uc131\uacfc \uae30\uc900\uc73c\ub85c \uc778\ud154\uc740 **240% \uc0c1\uc2b9**\ud574 **2\uc704**\ub85c \ud45c\uc2dc\ub41c\ub2e4. \ub9c8\uc774\ud06c\ub860\uc740 **750% \uc0c1\uc2b9**, NVDA(\uc5d4\ube44\ub514\uc544)\ub294 **15% \uc0c1\uc2b9**\uc73c\ub85c \uc81c\uc2dc\ub41c\ub2e4.<\/p>\n
2026\ub144 5\uc6d4 19\uc77c \ud604\uc7ac \uc2dc\uc7a5 \ud658\uacbd\uc744 \uace0\ub824\ud558\uba74, \ucd08\uae30 AI 1\ucc28 \uc218\ud61c\uc8fc\uc5d0\uc11c \ubc97\uc5b4\ub098 \ubc18\ub3c4\uccb4 \uae30\ubc18(\uae30\ucd08 \uc778\ud504\ub77c) \uc885\ubaa9\uc73c\ub85c\uc758 \uc21c\ud658\uc774 \ub69c\ub837\ud558\ub2e4\ub294 \ud574\uc11d\uc774\ub2e4. \uc5d4\ube44\ub514\uc544\uc758 \uacbd\uc6b0 2026\ub144 1\ubd84\uae30 \uc2e4\uc801\uc5d0\uc11c \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c \uc99d\uac00\uc728\uc774 \uc804\ub144 \ub300\ube44 **25%**\ub85c \ub454\ud654\ub418\uba70, 2024~2025\ub144\uc5d0 \ub098\ud0c0\ub0ac\ub358 **\uc138 \uc790\ub9bf\uc218 \uc131\uc7a5**\uacfc \ub300\ube44\ub41c\ub2e4\uace0 \uc124\uba85\ud55c\ub2e4. \uc5ec\uae30\uc5d0 \uc911\uad6d\ud5a5 \ud310\ub9e4 \uc81c\ud55c\uc774 \uacc4\uc18d\ub418\ub294 \uc810\uc774 \uacb9\uce58\uba74\uc11c, \uc5f0\ucd08 \uc774\ud6c4 **15% \uc0c1\uc2b9**\uc5d0 \uadf8\uce5c \ud750\ub984\uc774 \uc815\ub2f9\ud654\ub418\uba70, \ud22c\uc790\uc790\ub4e4\uc740 \ub099\uad00\ub860\uc744 \ub0ae\ucd9c \ud544\uc694\uac00 \uc788\ub2e4\ub294 \uc8fc\uc7a5\uc774\ub2e4.<\/p>\n
\uc778\ud154\uc5d0 \ub300\ud574\uc11c\ub294, \ud070 \uc0c1\uc2b9 \ucd94\uc138 \uc18d\uc5d0\uc11c **\uc77c\uc2dc\uc801 \uc870\uc815(\ub20c\ub9bc\ubaa9)**\uc774 \uc9c4\ud589 \uc911\uc774\ub77c\ub294 \ubd84\uc11d\uc774\ub2e4. **4\ud30c(wave (4)) \ud558\ub77d**\uc740 \ub2e4\uc74c \uc0c1\uc2b9 \uad6c\uac04\uc5d0 \uc55e\uc120 **\ub9e4\uc218 \uc9c4\uc785 \uad6c\uac04**\uc73c\ub85c \ubcfc \uc218 \uc788\ub2e4\ub294 \uad00\uc810\uc774\ub2e4. 2025\ub144 4\uc6d4 \uc800\uc810 \uc774\ud6c4 700% \ub7a0\ub9ac\ub294 2025\ub144 \ub9d0 \uc778\ud154 \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0) \uc0ac\uc5c5\ubd80\uac00 \ud655\ubcf4\ud55c **500\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \ud074\ub77c\uc6b0\ub4dc \uacc4\uc57d** \uac19\uc740 \ud380\ub354\uba58\ud138 \uc131\uacfc\ub85c \ub4b7\ubc1b\uce68\ub41c\ub2e4\uace0 \ub367\ubd99\uc778\ub2e4.<\/p>\n
\ud30c\uc0dd\uc0c1\ud488(\uc635\uc158 \ub4f1) \ud22c\uc790\uc790\ub294 \uc774\ubc88 \uc870\uc815\uc744 \ud65c\uc6a9\ud574 \uc778\ud154 **\uc2e0\uaddc \ub9e4\uc218(\ub871) \ud3ec\uc9c0\uc158**\uc744 \uad6c\uc131\ud558\ub294 \ubc29\uc548\uc744 \uac80\ud1a0\ud560 \uc218 \uc788\ub2e4\uace0 \ud55c\ub2e4. \uc870\uc815\uc774 \uc548\uc815\ub418\uba70 \ubc14\ub2e5\uc744 \ub9cc\ub4e4 \uac00\ub2a5\uc131\uc744 \uad00\ucc30\ud558\uace0, \uc774\ud6c4 **144\ub2ec\ub7ec \ubaa9\ud45c**\ub97c \ud5a5\ud55c \ub2e4\uc74c \ub7a0\ub9ac \ucd9c\ubc1c\uc744 \uae30\ub300\ud55c\ub2e4\ub294 \ub0b4\uc6a9\uc774\ub2e4. **\ucf5c\uc635\uc158 \ub9e4\uc218**(\uc0c1\uc2b9\uc5d0 \ubca0\ud305\ud558\ub294 \uc635\uc158) \ub610\ub294 **\ubd88 \ucf5c \uc2a4\ud504\ub808\ub4dc**(\ucf5c\uc635\uc158\uc744 \ub3d9\uc2dc\uc5d0 \uc0ac\uace0 \ud314\uc544 \ube44\uc6a9\uc744 \uc904\uc774\ub294 \uc0c1\uc2b9 \uc804\ub7b5)\ub97c \ud65c\uc6a9\ud558\ub418, **2026\ub144 3\ubd84\uae30 \ub9cc\uae30**\ub85c \uc2dc\uac04\uc744 \ud655\ubcf4\ud558\uba74 \uc608\uc0c1 \uc0c1\uc2b9 \uad6c\uac04\uc744 \ub2f4\uc744 \uc218 \uc788\ub2e4\uace0 \uc81c\uc2dc\ud55c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"
AI \ubc18\ub3c4\uccb4 \u2018\uc8fc\ub3c4\uc8fc \uad50\uccb4\u2019 \uc2e0\ud638? \uc5d8\ub9ac\uc5c7\ud30c\ub3d9\uc73c\ub85c \ubcf8 \uc778\ud154, 2025\ub144 \uc800\uc810 \ud6c4 700% \ub7a0\ub9ac\u00b7YTD 240%\u2026\ub20c\ub9bc\ubaa9\uc740 \ub9e4\uc218 \uae30\ud68c, 144\ub2ec\ub7ec \ubaa9\ud45c \ubd80\uac01.<\/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-47039","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\/47039","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=47039"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/47039\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=47039"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=47039"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=47039"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}