{"id":47400,"date":"2026-05-26T08:18:06","date_gmt":"2026-05-26T08:18:06","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%95%b4%ed%98%91-%ec%9e%ac%ea%b0%9c-%ed%98%91%ec%83%81-%ec%a7%84%ec%a0%84%ec%97%90-%ec%95%84%ec%8b%9c%ec%95%84-%ec%a6%9d%ec%8b%9c-%ed%98%bc%ec%a1%b0\/"},"modified":"2026-05-26T08:18:06","modified_gmt":"2026-05-26T08:18:06","slug":"%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%95%b4%ed%98%91-%ec%9e%ac%ea%b0%9c-%ed%98%91%ec%83%81-%ec%a7%84%ec%a0%84%ec%97%90-%ec%95%84%ec%8b%9c%ec%95%84-%ec%a6%9d%ec%8b%9c-%ed%98%bc%ec%a1%b0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ed%98%b8%eb%a5%b4%eb%ac%b4%ec%a6%88-%ed%95%b4%ed%98%91-%ec%9e%ac%ea%b0%9c-%ed%98%91%ec%83%81-%ec%a7%84%ec%a0%84%ec%97%90-%ec%95%84%ec%8b%9c%ec%95%84-%ec%a6%9d%ec%8b%9c-%ed%98%bc%ec%a1%b0\/","title":{"rendered":"\ud638\ub974\ubb34\uc988 \ud574\ud611 \uc7ac\uac1c \ud611\uc0c1 \uc9c4\uc804\uc5d0 \uc544\uc2dc\uc544 \uc99d\uc2dc \ud63c\uc870\u2026\ud55c\uad6d\uc740 AI \uce69 \uac15\uc138\uc5d0 \uae09\ub4f1, \uc77c\ubcf8\uc740 \uace0\uc810 \uae30\ub85d \ud6c4 \ud558\ub77d"},"content":{"rendered":"<p>\uc544\uc2dc\uc544 \uc99d\uc2dc\ub294 27\uc77c \ud63c\uc870\uc138\ub97c \ubcf4\uc600\ub2e4. \uc2dc\uc7a5\uc740 \ud638\ub974\ubb34\uc988 \ud574\ud611 \uc7ac\uac1c\ubc29 \ud611\uc0c1 \uc9c4\uc804 \uc2e0\ud638\ub97c \uc8fc\uc2dc\ud588\ub2e4. \uc911\uc7ac\uad6d\ub4e4\uc740 \ud574\ud611 \ud1b5\ud589\uc744 \uc644\uc804\ud788 \ud68c\ubcf5\ud558\ub294 \ud569\uc758\uac00 \uc784\ubc15\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc804\ub0a0 \ubbf8\uad70\uc740 \uc774\ub780 \ub0a8\ubd80\uc5d0\uc11c \u2018\uc790\uc704 \ubaa9\uc801\u2019\uc758 \uacf5\uaca9\uc744 \uc2e4\uc2dc\ud588\uc73c\uba70, \ubbf8 \uc911\ubd80\uc0ac\ub839\ubd80(CENTCOM) \ub300\ubcc0\uc778\uc740 \ubbf8\uc0ac\uc77c \ubc1c\uc0ac \uc9c0\uc810\uacfc \uae30\ub8b0\ub97c \uc124\uce58\ud558\ub824\ub358 \uc774\ub780 \uc120\ubc15\uc744 \ud0c0\uaca9\ud588\ub2e4\uace0 \uc124\uba85\ud588\ub2e4. \ubc31\uc545\uad00\uc740 \ud734\uc804 \uad6d\uba74\uc5d0\uc11c \uc790\uad6d \ubcd1\ub825\uc744 \ubcf4\ud638\ud558\ub418 \uacfc\ub3c4\ud55c \ud655\uc804\uc740 \uc790\uc81c\ud558\uace0 \uc788\ub2e4\ub294 \uc785\uc7a5\uc744 \uc720\uc9c0\ud588\ub2e4. \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\ub3c4 \ubd84\uc7c1 \uc885\uacb0\uacfc \ud56d\ub85c \uc7ac\uac1c\ub97c \uc704\ud55c \ud611\uc0c1\uc774 \uc21c\uc870\ub86d\uac8c \uc9c4\ud589 \uc911\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4.<\/p>\n<p>\ud55c\uad6d \ucf54\uc2a4\ud53c\ub294 3.19% \uc624\ub978 8,100\uc120 \ubd80\uadfc\uc5d0\uc11c \uac70\ub798\ub410\ub2e4. \uc7a5\uc911 \uc0ac\uc0c1 \ucd5c\uace0\uce58\uc778 8,131\uc744 \ucc0d\uc740 \ub4a4 \uc0c1\uc2b9\ud3ed\uc740 \ub2e4\uc18c \uc904\uc5c8\ub2e4. \uc778\uacf5\uc9c0\ub2a5(AI) \uad00\ub828 \ubc18\ub3c4\uccb4 \uc885\ubaa9\uc774 \uc2e4\uc801 \uae30\ub300\uc640 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM\u00b7AI\uc6a9 \ucd08\uace0\uc18d \uba54\ubaa8\ub9ac) \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \uac15\uc138\ub97c \ubcf4\uc600\ub2e4. \uc77c\ubcf8 \ub2db\ucf00\uc774225\ub294 \uc57d 64,900\uc120\uc73c\ub85c 0.4% \ud558\ub77d\ud588\uace0, \ud1a0\ud53d\uc2a4\ub294 3,950\uc120 \uc548\ud30e\uc5d0\uc11c 0.11% \uc0c1\uc2b9\ud588\ub2e4. \uc804\ub0a0 65,000\uc120\uc744 \ub3cc\ud30c\ud55c \ub4a4 \uae30\uc220\uc8fc\uac00 \ub418\ub3cc\ub9bc(\uae09\ub4f1 \ud6c4 \ucc28\uc775 \uc2e4\ud604\uc73c\ub85c \uc778\ud55c \ub2e8\uae30 \ud558\ub77d) \ud750\ub984\uc744 \ubcf4\uc600\ub2e4. \ud64d\ucf69 \ud56d\uc14d\uc9c0\uc218\ub294 \uae08\uc735\uc8fc\uc640 IT(\uc804\uc790\uae30\uc220) \uc5c5\uc885\uc5d0 \ud798\uc785\uc5b4 0.45% \uc62c\ub77c 25,700\uc120\uc744 \uc0c1\ud68c\ud588\ub2e4. SMIC(\uc911\uad6d \ubc18\ub3c4\uccb4 \ud30c\uc6b4\ub4dc\ub9ac \uae30\uc5c5)\ub294 9.1% \uae09\ub4f1\ud588\uace0, \ub808\ub178\ubc84\ub294 10.7% \uc0c1\uc2b9\ud588\ub2e4. \ubc18\uba74 \uc0e4\uc624\ubbf8\ub294 \uacf5\ub9e4\ub3c4(\uc8fc\uac00 \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \uac70\ub798) \ube44\uc911\uc774 \uc0ac\uc0c1 \ucd5c\uace0 \uc218\uc900\uc73c\ub85c \ub298\uc5c8\ub2e4\ub294 \uc18c\uc2dd\uc5d0 \ubd80\ub2f4\uc744 \ubc1b\uc558\ub2e4.<\/p>\n<h3>\uc9c0\uc815\ud559 \ubcc0\uc218\uc640 \uc2dc\uc7a5 \ubcc0\ub3d9\uc131<\/h3>\n<p>\ud638\ub974\ubb34\uc988 \ud574\ud611 \uc7ac\uac1c\ubc29\uc744 \uc704\ud55c \uc678\uad50\uc801 \uc9c4\uc804\uc774 \uc774\uc5b4\uc9c0\uba74 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc774 \uc644\ud654\ub3fc \ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548 \uc2dc\uc7a5\uc774 \uc9c4\uc815\ub420 \uc218 \uc788\ub2e4. \uc774\ub294 \u2018\ub0b4\uc7ac \ubcc0\ub3d9\uc131\u2019(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c, \uc2dc\uc7a5\uc774 \uc608\uc0c1\ud558\ub294 \ud5a5\ud6c4 \uac00\uaca9 \ubcc0\ub3d9 \ud3ed)\uc774 \ub0ae\uc544\uc9c8 \uac00\ub2a5\uc131\uc744 \ub73b\ud55c\ub2e4. \uc774\ub7f0 \uad6d\uba74\uc5d0\uc11c\ub294 \uc635\uc158\uc744 \u2018\ub9e4\ub3c4\u2019(\uc635\uc158\uc744 \ud314\uc544 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ubc1b\ub294 \uac70\ub798)\ud558\ub294 \uc804\ub7b5\uc744 \uac80\ud1a0\ud560 \ub9cc\ud558\ub2e4. \uc2dc\uc7a5 \ubd88\uc548\uc774 \uc7a6\uc544\ub4e4\uba74 \uc544\uc2dc\uc544 \uc8fc\uc694 \uc9c0\uc218\ub97c \ub300\uc0c1\uc73c\ub85c \u2018\uc678\uac00\uaca9(OTM) \ud48b \uc2a4\ud504\ub808\ub4dc\u2019\ub97c \ub9e4\ub3c4\ud574 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc5bb\ub294 \ubc29\uc2dd\uc774 \ub300\uc548\uc774 \ub420 \uc218 \uc788\ub2e4. \uc678\uac00\uaca9\uc740 \ud604\uc7ac \uc9c0\uc218 \uc218\uc900\ubcf4\ub2e4 \ubd88\ub9ac\ud55c \ud589\uc0ac\uac00\uaca9(\ud48b\uc758 \uacbd\uc6b0 \ub354 \ub0ae\uc740 \uac00\uaca9)\uc5d0 \uc788\ub294 \uc635\uc158\uc744 \ub9d0\ud55c\ub2e4. \ud48b \uc2a4\ud504\ub808\ub4dc\ub294 \ud48b\uc635\uc158\uc744 \ud55c \uac1c \ud314\uace0 \ub354 \ub0ae\uc740 \ud589\uc0ac\uac00\uc758 \ud48b\uc635\uc158\uc744 \ud568\uaed8 \uc0ac \uc190\uc2e4 \ubc94\uc704\ub97c \uc81c\ud55c\ud558\ub294 \uad6c\uc870\ub2e4.<\/p>\n<p>\ud55c\uad6d \ucf54\uc2a4\ud53c\uc758 \uac15\ud55c \uc0c1\uc2b9\uc740 AI \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \uc8fc\ub3c4\ud558\uace0 \uc788\ub2e4. \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \uac19\uc740 \ubc18\ub3c4\uccb4 \ub300\ud45c\uc8fc\uc5d0\ub294 \ucf5c\uc635\uc158(\uc815\ud574\uc9c4 \uac00\uaca9\uc5d0 \uc0b4 \uad8c\ub9ac) \ub9e4\uc218\ub85c \ucd94\uac00 \uc0c1\uc2b9\uc5d0 \ub300\ube44\ud560 \uc218 \uc788\ub2e4. \uc5c5\uacc4 \uc804\ub9dd\ub3c4 \uc774\ub97c \ub4b7\ubc1b\uce68\ud55c\ub2e4. \uac00\ud2b8\ub108 \ub4f1 \uc870\uc0ac\uae30\uad00\uc740 \uae00\ub85c\ubc8c AI \ubc18\ub3c4\uccb4 \ub9e4\ucd9c\uc774 2028\ub144\uae4c\uc9c0 \uc5f0 15% \uc774\uc0c1 \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud55c\ub2e4. \uc774\ub294 \uc911\uc7a5\uae30 \uc218\uc694\uac00 \uacac\uc870\ud558\ub2e4\ub294 \uc758\ubbf8\ub2e4.<\/p>\n<h3>\uc77c\ubcf8\u00b7\ud64d\ucf69 \uc804\ub7b5<\/h3>\n<p>\uc77c\ubcf8 \ub2db\ucf00\uc774\ub294 \uc0ac\uc0c1 \ucd5c\uace0\uce58 \uacbd\uc2e0 \uc774\ud6c4 \uc0c1\uc2b9 \ud750\ub984\uc774 \uc26c\uc5b4\uac00\ub294 \ubaa8\uc2b5\uc774\ub2e4. \uc774\ub294 \uc804\ud615\uc801\uc778 \ucc28\uc775 \uc2e4\ud604 \uc2e0\ud638\ub85c, \ub2e8\uae30 \uc870\uc815(\uac00\uaca9\uc774 \uc77c\uc815 \ud3ed \ub418\ub3cc\uc544 \ub0b4\ub824\uc624\ub294 \ud750\ub984) \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \uae30\uc874 \uc218\uc775\uc744 \uc9c0\ud0a4\uae30 \uc704\ud574 \ub2db\ucf00\uc774225 \uc9c0\uc218\uc5d0 \ubcf4\ud638\uc6a9 \ud48b\uc635\uc158(\ud558\ub77d \uc2dc \uc190\uc2e4\uc744 \uc904\uc774\uae30 \uc704\ud55c \ud48b) \ub9e4\uc218\ub97c \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \uacfc\uac70\uc5d0\ub3c4 \uc9c0\uc218\uac00 \ud070 \u2018\uc774\uc815\ud45c\u2019(\uc0ac\uc0c1 \ucd5c\uace0\uce58 \ub4f1)\ub97c \ub118\uc740 \ub4a4 3~5% \uc548\ud30e\uc758 \ub2e8\uae30 \uc870\uc815\uc774 \ub098\ud0c0\ub09c \uc0ac\ub840\uac00 \uc801\uc9c0 \uc54a\ub2e4.<\/p>\n<p>\ud64d\ucf69\uc5d0\uc11c\ub294 \uae30\uc220\uc8fc \ub0b4\uc5d0\uc11c\ub3c4 \uac15\uc138 \uc885\ubaa9\uacfc \uc57d\uc138 \uc885\ubaa9 \uac04 \uaca9\ucc28\uac00 \ub69c\ub837\ud558\ub2e4. \uc0e4\uc624\ubbf8\ub294 \uacf5\ub9e4\ub3c4 \ube44\uc911\uc774 \ub192\uc544 \ubd80\ub2f4\uc774 \ucee4\uc9c4 \ubc18\uba74, \ub808\ub178\ubc84\ub294 \uac15\ud55c \ubaa8\uba58\ud140(\uc0c1\uc2b9 \ud750\ub984)\uc774 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. \uc774\ub7f0 \uacbd\uc6b0 \ub808\ub178\ubc84\ub97c \ub9e4\uc218(\ub871)\ud558\uace0 \uc0e4\uc624\ubbf8\uc5d0\ub294 \ud48b\uc635\uc158\uc744 \ud65c\uc6a9\ud574 \ud558\ub77d\uc5d0 \ub300\ube44\ud558\ub294 \u2018\ud398\uc5b4 \ud2b8\ub808\uc774\ub4dc\u2019(\uc0c1\ub300\uc801\uc73c\ub85c \uac15\ud55c \uc790\uc0b0\uc744 \uc0ac\uace0 \uc57d\ud55c \uc790\uc0b0\uc744 \ud30c\ub294 \uc0c1\ub300\uac00\uce58 \uac70\ub798) \uad6c\uc0c1\uc774 \uac00\ub2a5\ud558\ub2e4. \uae08\uc735 \ub370\uc774\ud130 \uc5c5\uccb4\uc5d0 \ub530\ub974\uba74 \uc0e4\uc624\ubbf8 \uacf5\ub9e4\ub3c4 \uc794\uace0\ub294 \uc720\ud1b5 \uc8fc\uc2dd(\uc2dc\uc7a5\uc5d0 \uc2e4\uc81c\ub85c \uac70\ub798 \uac00\ub2a5\ud55c \uc8fc\uc2dd) \ub300\ube44 8%\ub97c \ub118\uc5b4\uc11c\uba70, \uc804\uae30\ucc28(EV) \uc2dc\uc7a5 \uacbd\uc7c1 \uc2ec\ud654\uc5d0 \ub300\ud55c \uc6b0\ub824\ub97c \ubc18\uc601\ud558\uace0 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud638\ub974\ubb34\uc988 \ud574\ud611 \uc7ac\uac1c\ubc29 \ud611\uc0c1\uc5d0 \uc774\ubaa9 \uc3e0\ub9ac\uba70 \uc544\uc2dc\uc544 \uc99d\uc2dc \ud63c\uc870. \ucf54\uc2a4\ud53c\ub294 AI\u00b7HBM \uae30\ub300\uc5d0 3% \uae09\ub4f1, \ub2db\ucf00\uc774\ub294 \ucc28\uc775\uc2e4\ud604 \uc870\uc815, \ud64d\ucf69\uc740 SMIC\u00b7\ub808\ub178\ubc84 \uac15\uc138 \uc18d \uc0e4\uc624\ubbf8 \uacf5\ub9e4\ub3c4 \ubd80\ub2f4.<\/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-47400","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\/47400","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=47400"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/47400\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=47400"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=47400"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=47400"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}