\ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0(Marvell Technology, Inc.)\ub294 \ub098\uc2a4\ub2e5\uc5d0\uc11c MRVL\ub85c \uac70\ub798\ub418\uba70, \ubbf8\uad6d \ubc0f \ud574\uc678 \uc2dc\uc7a5\uc5d0\uc11c \ub370\uc774\ud130\uc13c\ud130 \ucf54\uc5b4\ubd80\ud130 \ub124\ud2b8\uc6cc\ud06c \uc5e3\uc9c0\uae4c\uc9c0 \ub370\uc774\ud130 \uc778\ud504\ub77c \ubc18\ub3c4\uccb4 \uc194\ub8e8\uc158\uc744 \uacf5\uae09\ud55c\ub2e4. \uc774\ubc88 \ubd84\uc11d\uc740 \uc8fc\uac00\uac00 2026\ub144 6\uc6d4 9\uc77c \uc800\uc810\uc5d0\uc11c \uc0c1\uc2b9 \ud750\ub984\uc744 \uc774\uc5b4\uac00\uace0 \uc788\ub2e4\uace0 \ubcf4\uba70, \uc5d8\ub9ac\uc5b4\ud2b8 \ud30c\ub3d9 \uad6c\uc870\uac00 2025\ub144 4\uc6d4 \ub7a0\ub9ac \uc2dc\ud000\uc2a4\uc758 \uc5f0\uc18d\uc744 \uac00\ub9ac\ud0a8\ub2e4\ub294 \uc810\uc5d0\uc11c \ubaa9\ud45c \uad6c\uac04\uc744 362.7~400.09\ub2ec\ub7ec\ub85c \uc81c\uc2dc\ud55c\ub2e4.<\/p>\n
\uc5d8\ub9ac\uc5b4\ud2b8 \ud30c\ub3d9 \uce74\uc6b4\ud2b8\uc5d0\uc11c I\ud30c\ub294 2025\ub144 1\uc6d4 127.48\ub2ec\ub7ec, II\ud30c\ub294 2025\ub144 4\uc6d4 47.09\ub2ec\ub7ec\ub85c \uc124\uc815\ub410\uc73c\uba70, III\ud30c\ub294 362.7\ub2ec\ub7ec \uc774\uc0c1\uc73c\ub85c\uc758 \ud655\uc7a5\uc774 \uc608\uc0c1\ub41c\ub2e4. \ud558\uc704 \ud30c\ub3d9\uc740 ((1)) 102.77\ub2ec\ub7ec, ((2)) 70.69\ub2ec\ub7ec, ((3)) 339.6\ub2ec\ub7ec, ((4)) 242\ub2ec\ub7ec\ub85c \ub9e4\ud551\ub410\uace0, ((5))\ub294 \ub2e4\uc74c \uc0c1\uc2b9 \uad6c\uac04\uc73c\ub85c \uc81c\uc2dc\ub41c\ub2e4. \ub0b4\ubd80 \ub808\ubca8\ub85c\ub294 ((1)) \ub0b4 (1) 85.27\ub2ec\ub7ec, (2) 61.44\ub2ec\ub7ec, (3) 94.66\ub2ec\ub7ec, (4) 73.62\ub2ec\ub7ec, (5) 102.77\ub2ec\ub7ec\uac00 \uc81c\uc2dc\ub410\uc73c\uba70, ((3)) \ub0b4 (1) 83.78\ub2ec\ub7ec, (2) 75.24\ub2ec\ub7ec, (3) 218.26\ub2ec\ub7ec, (4) 194.7\ub2ec\ub7ec, (5) 339.6\ub2ec\ub7ec\uac00 \ud3ec\ud568\ub41c\ub2e4. 2\uc2dc\uac04\ubd09 \uad00\uc810\uc5d0\uc11c\ub294 (1)\ud30c\uc758 3\ud30c \uad6c\uac04 \uc0c1\uc2b9 \uc774\ud6c4 (2)\ud30c \uc870\uc815\uc774 \uc804\uac1c\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, 2026\ub144 6\uc6d4 9\uc77c \uc800\uc810 \uc704\uc5d0\uc11c \uc9c0\uc9c0\uac00 \uc720\uc9c0\ub418\ub294\uc9c0\ub97c \ud575\uc2ec\uc73c\ub85c \ubcf8\ub2e4. \ub610\ud55c \uc870\uc815 \uc2a4\uc719\uc740 3\u00b77\u00b711\ud68c \uc6c0\uc9c1\uc784\uc73c\ub85c \ub098\ud0c0\ub0a0 \uc218 \uc788\ub2e4\uace0 \uc124\uba85\ud55c\ub2e4.<\/p>\n
\ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0\ub294 2026\ub144 6\uc6d4 9\uc77c\uc5d0 \ud615\uc131\ub41c \uc800\uc810\uc744 \uae30\uc900\uc73c\ub85c \uac15\ud55c \uc0c1\uc2b9 \ucd94\uc138\uc5d0 \uc788\uc73c\uba70, \uc774\ub294 \ucd94\uac00 \uc0c1\uc2b9\uc73c\ub85c \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\uace0 \ubcf8\ub2e4. \ub2e8\uae30 \uc57d\uc138\ub294 \ub9e4\ub3c4 \uc2e0\ud638\uac00 \uc544\ub2c8\ub77c \uc9c4\uc785 \uae30\ud68c\ub85c \ud574\uc11d\ud574\uc57c \ud55c\ub2e4. \uc0c1\uc2b9 \ubaa8\uba58\ud140\uc740 \ud5a5\ud6c4 \uc218\uac1c\uc6d4 \ub0b4 362.7~400.09\ub2ec\ub7ec \uac00\uaca9\ub300\uae4c\uc9c0\uc758 \uc811\uadfc\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4.<\/p>\n
\ud2b8\ub808\uc774\ub354\ub294 \ud604\uc7ac\uc758 \uac15\uc138\ub97c \ucd94\uaca9\ud558\uae30\ubcf4\ub2e4, \uc18c\ud3ed \uc870\uc815\uc744 \uae30\ub2e4\ub838\ub2e4\uac00 \ub871 \ud3ec\uc9c0\uc158\uc744 \uad6c\ucd95\ud558\ub294 \uc804\ub7b5\uc774 \ubc14\ub78c\uc9c1\ud558\ub2e4. \uc608\uc0c1\ub418\ub294 \uc870\uc815\uc740 \uad50\uc815\ud30c\uc778 (2)\ud30c\uc77c \uac00\ub2a5\uc131\uc774 \ub192\uc73c\uba70, \uc774 \uacbd\uc6b0 \ub354 \uc720\ub9ac\ud55c \uc190\uc775\ube44\ub85c \uc9c4\uc785\ud560 \uc218 \uc788\ub2e4. \uc2e0\uaddc \ud2b8\ub808\uc774\ub4dc\uc758 \ud575\uc2ec \uc9c0\uc9c0\uc120\uc740 2026\ub144 6\uc6d4 9\uc77c \uc800\uc810\uc73c\ub85c \uc124\uc815\ud55c\ub2e4.<\/p>\n
\uc774 \uac19\uc740 \uac15\uc138 \uae30\uc220\uc801 \uc804\ub9dd\uc740 \ub370\uc774\ud130 \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \uacac\uc870\ud55c \ud380\ub354\uba58\ud138 \uc218\uc694\ub85c \ub4b7\ubc1b\uce68\ub41c\ub2e4. \ubc18\ub3c4\uccb4\uc0b0\uc5c5\ud611\ud68c(SIA)\ub294 \uc9c0\ub09c\uc8fc 2026\ub144 5\uc6d4 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \ub9e4\ucd9c\uc774 \uc804\ub144 \ub300\ube44 22% \uc99d\uac00\ud588\uc73c\uba70, \ub9de\ucda4\ud615 AI \uc2e4\ub9ac\ucf58 \uc8fc\ubb38\uc774 \uc8fc\uc694 \ub3d9\ub825\uc774\uc5c8\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774\ub294 \ub9c8\ubca8\uc758 \ud575\uc2ec \uc0ac\uc5c5\uc5d0 \uc9c1\uc811\uc801\uc778 \uc218\ud61c\ub85c \uc791\uc6a9\ud558\uba70, \uc758\ubbf8 \uc788\ub294 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \uc815\ub2f9\ud654\ud55c\ub2e4.<\/p>\n
\ub610\ud55c \ub9c8\ubca8\uc740 AI \ubc31\uc5d4\ub4dc \ub124\ud2b8\uc6cc\ud06c\uc6a9 \ucc28\uc138\ub300 \uad11(Optical) \uc194\ub8e8\uc158\uacfc \uad00\ub828\ud574 \ucd5c\uc0c1\uc704 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790\uc640 \ub300\ud615 \ub514\uc790\uc778 \uc708(design win)\uc744 \ud655\ubcf4\ud588\ub2e4. \ucd9c\ud558\ub294 4\ubd84\uae30 \uc2dc\uc791\uc774 \uc608\uc0c1\ub3fc \ud5a5\ud6c4 \uc2e4\uc801\uc5d0 \ub300\ud55c \uba85\ud655\ud55c \ucd09\ub9e4\ub85c \uc791\uc6a9\ud560 \uc804\ub9dd\uc774\ub2e4. \uc774\ub85c \uc778\ud574 \uc81c\uc2dc\ub41c \ubaa9\ud45c\uac00\ub294 \uac00\ub2a5\uc131\uc744 \ub118\uc5b4 \ud604\uc2e4\ud654\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4\ub294 \ud3c9\uac00\ub2e4.<\/p>\n
\uc774\uc5d0 \ub530\ub77c \uc870\uc815 \uc2dc \ucf5c\uc635\uc158 \ub9e4\uc218 \ub610\ub294 \ubd88 \ucf5c \uc2a4\ud504\ub808\ub4dc(bull call spread) \uad6c\ucd95\uc774 \uc801\uc808\ud55c \uc804\ub7b5\uc774\ub77c\ub294 \ud310\ub2e8\uc774\ub2e4. \ubaa9\ud45c \uc6c0\uc9c1\uc784\uc774 \uc804\uac1c\ub420 \uc2dc\uac04\uc744 \uace0\ub824\ud574 2026\ub144 8~9\uc6d4 \ub9cc\uae30 \uad6c\uac04\uc744 \uac80\ud1a0\ud558\uba70, \ucd08\uae30 \ubaa9\ud45c\uc778 362\ub2ec\ub7ec \ubc29\ud5a5\uc758 \uc0c1\uc2b9\uc744 \ud3ec\ucc29\ud560 \uc218 \uc788\ub294 \ud589\uc0ac\uac00\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98\ub2e4.<\/p>\n
\ub354 \ub192\uc740 \uc704\ud5d8 \uac10\ub0b4\uac00 \uac00\ub2a5\ud558\uac70\ub098 \ub354 \ub0ae\uc740 \uac00\uaca9\uc5d0\uc11c \uc8fc\uc2dd \ud655\ubcf4\ub97c \uc6d0\ud558\ub294 \ud22c\uc790\uc790\uc5d0\uac8c\ub294 \ud604\uae08\ub2f4\ubcf4 \ud48b(cash-secured put) \ub9e4\ub3c4\uac00 \ub9e4\ub825\uc801\uc778 \ub300\uc548\uc774 \ub420 \uc218 \uc788\ub2e4. \ud589\uc0ac\uac00 \uc120\ud0dd\uc740 \ud604 \uc2dc\uc138 \ub300\ube44 \ub0ae\ub418, \ud575\uc2ec \uc9c0\uc9c0\uc120\uc778 242\ub2ec\ub7ec\ub294 \ucda9\ubd84\ud788 \uc0c1\ud68c\ud558\ub294 \uad6c\uac04\uc744 \uace0\ub824\ud55c\ub2e4. \uc774\ub294 \ub192\uc740 \ub0b4\uc7ac\ubcc0\ub3d9\uc131\uc744 \ud65c\uc6a9\ud558\uba74\uc11c\ub3c4 \uac15\uc138 \ubc29\ud5a5\uc131 \uc804\ub9dd\uacfc \uc815\ub82c\ub418\ub294 \uc811\uadfc\uc774\ub2e4.<\/p>\n
\uc5ed\uc0ac\uc801\uc73c\ub85c \uac15\ud55c \uc784\ud384\uc2a4(\ucda9\uaca9) \ud30c\ub3d9 \uc774\ud6c4 \ub2e8\uae30 \uc870\uc815\uc740 \uae09\uaca9\ud558\uc9c0\ub9cc \uc9e7\uac8c \ub05d\ub098\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc558\ub2e4. 2025\ub144 \uc774\ud6c4 MRVL\uc740 \uad6d\uc9c0\uc801 \uace0\uc810 \ub300\ube44 10~15% \uc870\uc815 \uad6c\uac04\uc5d0\uc11c \ub9e4\uc218\ud588\uc744 \ub54c, \uc774\ud6c4 \ubd84\uae30 \ub0b4 \uc77c\uad00\ub418\uac8c \ud50c\ub7ec\uc2a4 \uc218\uc775\ub960\uc744 \uae30\ub85d\ud574\uc654\ub2e4. \uc774\ubc88\uc5d0\ub3c4 \uc720\uc0ac\ud55c \ud328\ud134\uc774 \uc7ac\ud604\ub418\uba70 \ube44\uad50\uc801 \uc608\uce21 \uac00\ub2a5\ud55c \uc9c4\uc785 \uad6c\uac04\uc774 \uc81c\uacf5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"
MRVL, 6\uc6d49\uc77c \uc800\uc810 \uc774\ud6c4 \uac15\uc138 \uc9c0\uc18d\u2026\uc5d8\ub9ac\uc5b4\ud2b8\ud30c\ub3d9\uc0c1 III\ud30c \ud655\uc7a5\uc73c\ub85c 362.7~400\ub2ec\ub7ec \ubaa9\ud45c \uc81c\uc2dc. \ub2e8\uae30 \uc870\uc815\uc740 (2)\ud30c \ub9e4\uc218\uae30\ud68c, \uc635\uc158\uc740 \ucf5c\u00b7\ubd88\ucf5c\u00b7\ud604\uae08\ub2f4\ubcf4\ud48b \uc804\ub7b5 \uc720\ud6a8, AI\u00b7\uad11\uc194\ub8e8\uc158 \uc218\uc694\uac00 \ucd09\ub9e4.<\/p>\n","protected":false},"author":87,"featured_media":47782,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-48881","post","type-post","status-publish","format-standard","has-post-thumbnail","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\/48881","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=48881"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/48881\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/47782"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=48881"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=48881"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=48881"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}