{"id":49975,"date":"2026-06-06T02:21:23","date_gmt":"2026-06-06T02:21:23","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%94%94%ec%8a%a4%ed%94%8c%eb%a0%88%ec%9d%b4-%ec%97%85%ec%b2%b4%eb%93%a4-ai-%ec%b1%97%ec%97%90-%eb%9b%b0%ec%96%b4%eb%93%a4%eb%8b%a4\/"},"modified":"2026-06-06T02:21:23","modified_gmt":"2026-06-06T02:21:23","slug":"%eb%94%94%ec%8a%a4%ed%94%8c%eb%a0%88%ec%9d%b4-%ec%97%85%ec%b2%b4%eb%93%a4-ai-%ec%b1%97%ec%97%90-%eb%9b%b0%ec%96%b4%eb%93%a4%eb%8b%a4","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/opinion\/%eb%94%94%ec%8a%a4%ed%94%8c%eb%a0%88%ec%9d%b4-%ec%97%85%ec%b2%b4%eb%93%a4-ai-%ec%b1%97%ec%97%90-%eb%9b%b0%ec%96%b4%eb%93%a4%eb%8b%a4\/","title":{"rendered":"\ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uccb4\ub4e4, AI \ucc57\uc5d0 \ub6f0\uc5b4\ub4e4\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\/06\/LCDisplays_AI-1024x573.webp\" alt=\"Colorful 3D abstract shapes forming square screens and chat icons, symbolizing artificial intelligence (AI).\" class=\"wp-image-51811\"\/><figcaption>\ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uccb4\ub4e4\uc740 \ubc94\uc6a9 \ud558\ub4dc\uc6e8\uc5b4 \uc911\uc2ec\uc5d0\uc11c AI \uae30\ubc18 \uace0\ubd80\uac00\uac00\uce58 \uc0dd\ud0dc\uacc4\ub85c \ucd95\uc744 \uc62e\uae30\uace0 \uc788\ub2e4.<\/figcaption><\/figure>\n\n\n\n<p>\ub514\uc2a4\ud50c\ub808\uc774 \uc0b0\uc5c5\uc740 \ud55c\ub54c \uc138\uacc4 \ucd5c\uace0 \uc218\uc900\uc758 \uc81c\uc870 \uc778\ud504\ub77c\ub97c \uad6c\ucd95\ud588\ub2e4. \ub300\ud615 \ud074\ub9b0\ub8f8(\uba3c\uc9c0\uc640 \uc785\uc790\ub97c \ud1b5\uc81c\ud558\ub294 \ucd08\uccad\uc815 \uc791\uc5c5 \uacf5\uac04), \uc815\ubc00 \ub9ac\uc18c\uadf8\ub798\ud53c(\ud68c\ub85c \ud328\ud134\uc744 \ubbf8\uc138\ud558\uac8c \uc0c8\uae30\ub294 \uacf5\uc815) \ub77c\uc778, \uc720\ub9ac \uae30\ud310(\ud328\ub110\uc758 \ubc14\ud0d5\uc774 \ub418\ub294 \uc720\ub9ac\ud310) \ucde8\uae09 \uc2dc\uc2a4\ud15c\uc744 \ubc14\ud0d5\uc73c\ub85c \uc2a4\ub9c8\ud2b8\ud3f0\u00b7TV\u00b7\ub178\ud2b8\ubd81\u00b7\uc625\uc678 \uc804\uad11\ud310\uc6a9 \ud654\uba74\uc744 \ub300\ub7c9 \uc0dd\uc0b0\ud588\ub2e4. \ud558\uc9c0\ub9cc \uc2dc\uac04\uc774 \uc9c0\ub098\uba70 \uc81c\ud488\uc774 \ud45c\uc900\ud654\ub418\uba74\uc11c(\uc0c1\ud488\ud654) \ub9c8\uc9c4(\uc774\uc775\ub960)\uc740 \uc587\uc544\uc9c0\uace0 \uac00\uaca9 \uacbd\uc7c1\uc740 \uaca9\ud654\ub410\ub2e4.<\/p>\n\n\n\n<p>\uc774\uc81c AI(\uc778\uacf5\uc9c0\ub2a5)\uac00 \uc774 \uc778\ud504\ub77c\uc5d0 \u2018\ub450 \ubc88\uc9f8 \uc0dd\uba85\u2019\uc744 \ubd80\uc5ec\ud558\uace0 \uc788\ub2e4. AI\uac00 \uacf5\uc7a5 \uc6b4\uc601\uc744 \uc9c0\ub2a5\ud654\ud558\uace0, AI \uce69 \uc0dd\uc0b0\uc5d0 \ud544\uc694\ud55c \ucca8\ub2e8 \ud328\ud0a4\uc9d5(\uce69\uc744 \uae30\ud310\uc5d0 \uc5f0\uacb0\u00b7\uc801\uce35\ud574 \uc131\ub2a5\uc744 \ub192\uc774\ub294 \ud6c4\uacf5\uc815)\uc744 \ub4b7\ubc1b\uce68\ud558\uba70, \uc77c\ubd80 \ud328\ub110 \uacf5\uc7a5\uc740 \ub370\uc774\ud130\uc13c\ud130(\uc11c\ubc84\uac00 \ubaa8\uc5ec \uc5f0\uc0b0\u00b7\uc800\uc7a5\uc744 \uc218\ud589\ud558\ub294 \uc2dc\uc124)\ub85c \uc804\ud658\ub418\uace0 \uc788\ub2e4. \u2018\ucd5c\uc800\uac00 \uacbd\uc7c1\u2019\uc758 \uc0b0\uc5c5\uc774 \u2018\ucd5c\uace0 \ud6a8\uc728\u00b7\ucd5c\uace0 \uae30\uc220\u2019 \uacbd\uc7c1\uc73c\ub85c \uc7ac\ud3b8\ub418\ub294 \ud750\ub984\uc774\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\uacf5\uc7a5 \ud604\uc7a5\uc758 \uc8fc\ub3c4\uad8c\uc774 \ubc14\ub00c\uace0 \uc788\ub2e4<\/h2>\n\n\n\n<p>2026\ub144 \ub85c\uc2a4\uc564\uc824\ub808\uc2a4\uc5d0\uc11c \uc5f4\ub9b0 <a href=\"https:\/\/www.displayweek.org\/\">SID \ub514\uc2a4\ud50c\ub808\uc774 \uc704\ud06c<\/a>\uc5d0\uc11c <a href=\"https:\/\/www.prnewswire.com\/news-releases\/boe-presents-cutting-edge-products-at-sid-display-week-2026-co-creating-an-ai-powered-future-of-display-302764044.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">BOE\ub294 \uc5c5\uacc4 \ucd5c\ucd08 AI+ \ud3ec\ub7fc\uc744 \uc5f4\uace0 \u2018AI \ud50c\ub7ec\uc2a4\u2019 \uc804\ub7b5<\/a>\uc744 \uacf5\uac1c\ud588\ub2e4. \uc81c\uc870\u00b7\uc81c\ud488\u00b7\uc6b4\uc601 \uc804\ubc18\uc5d0 \u2018\ube14\ub8e8\uc6e8\uc77c \ud30c\uc6b4\ub370\uc774\uc158 \ubaa8\ub378(\ub300\uaddc\ubaa8 \ub370\uc774\ud130\ub97c \ud559\uc2b5\ud55c \uae30\ubcf8 AI \ubaa8\ub378)\u2019\uc744 \uc801\uc6a9\ud558\ub294 \uad6c\uc0c1\uc774\ub2e4. \uc804\uc2dc\uc5d0\uc11c\ub294 \u2018\uc138\uacc4 \ucd5c\ucd08\/\uc5c5\uacc4 \ucd5c\ucd08\u2019 \ud601\uc2e0\uc774 30\uac74 \uc774\uc0c1 \uacf5\uac1c\ub410\uace0, \uc774 \uc911 65%\uac00 \uc5c5\uacc4 \uccab \uacf5\uac1c\uc600\ub2e4. \ud575\uc2ec\uc740 \ud328\ub110\uc774 \uc544\ub2c8\ub77c, \ubd88\ub7c9 \ud0d0\uc9c0(\uacb0\ud568 \uc790\ub3d9 \ud310\ubcc4), \uacf5\uae09\ub9dd \ub9ac\uc2a4\ud06c(\ubd80\ud488 \uc218\uae09\u00b7\uac00\uaca9 \ubcc0\ub3d9 \uc704\ud5d8) \uc810\uac80, \ud488\uc9c8 \uad00\ub9ac, \uc5d0\ub108\uc9c0 \ucd5c\uc801\ud654(\uc804\ub825 \uc0ac\uc6a9\uc744 \uc904\uc774\uba74\uc11c \uc0dd\uc0b0\uc131\uc744 \uc720\uc9c0)\uae4c\uc9c0 \uacf5\uc7a5 \ub124\ud2b8\uc6cc\ud06c \uc804\uccb4\ub97c \uad00\ub9ac\ud558\ub294 AI \uae30\ubc18 \uc0dd\uc0b0 \uc2dc\uc2a4\ud15c\uc774\uc5c8\ub2e4.<\/p>\n\n\n\n<p>BOE\ub9cc\uc758 \uc6c0\uc9c1\uc784\uc774 \uc544\ub2c8\ub2e4. SID\ub294 AI\uac00 \uc18c\uc7ac \ubc1c\uad74(\uc2e0\uc18c\uc7ac \ud0d0\uc0c9)\ubd80\ud130 \uc81c\uc870 \uc218\uc728(\uc591\ud488 \ube44\uc728) \uac1c\uc120, \uc2e4\uc2dc\uac04 \uc131\ub2a5 \ucd5c\uc801\ud654\uae4c\uc9c0 \ub514\uc2a4\ud50c\ub808\uc774 \uac1c\ubc1c \uc804 \uacfc\uc815\uc5d0 \uc801\uc6a9\ub418\uace0 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774, LG\ub514\uc2a4\ud50c\ub808\uc774, TCL CSOT, \ube44\uc804\uc625\uc2a4\ub3c4 <a href=\"https:\/\/english.news.cn\/northamerica\/20260506\/3bbb4ad8bf5d491790185e2ad29db053\/c.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">AI \ud1b5\ud569 \uc194\ub8e8\uc158<\/a>\uc744 \uc120\ubcf4\uc600\ub2e4. \uc5c5\uacc4 \uba54\uc2dc\uc9c0\ub294 \uba85\ud655\ud588\ub2e4. \ud328\ub110 \uc5c5\uccb4\ub294 \ub354 \uc774\uc0c1 \u2018\ud654\uba74\ub9cc \ucd9c\ud558\u2019\ud558\ub294 \uae30\uc5c5\uc774 \uc544\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uadf8\ubcf4\ub2e4 \uc55e\uc11c \ub354 \ub69c\ub837\ud55c \uc2e0\ud638\ub3c4 \ub098\uc654\ub2e4. \ub354\uc77c\ub809\uc740 \uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774\uc640 LG\ub514\uc2a4\ud50c\ub808\uc774\uac00 AI \uce69 \uc218\uc694\ub85c <a href=\"https:\/\/www.thelec.net\/news\/articleView.html?idxno=10357\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">2.5D\u00b73D \ud328\ud0a4\uc9d5(\uce69\uc744 2\ucc28\uc6d0+\uc801\uce35 \uad6c\uc870\ub85c \uace0\ubc00\ub3c4 \uc5f0\uacb0\ud558\ub294 \ubc29\uc2dd) \uc0dd\uc0b0 \ub2a5\ub825\uc774 \uc9c0\uc18d\uc801\uc73c\ub85c \ubd80\uc871<\/a>\ud574\uc9c0\uc790, \uc720\ub9ac \uc778\ud130\ud3ec\uc800(\uce69\uacfc \uae30\ud310 \uc0ac\uc774\uc5d0\uc11c \uc2e0\ud638\ub97c \uc5f0\uacb0\ud558\ub294 \uc911\uac04\ud310\uc73c\ub85c, \uc720\ub9ac\ub97c \uc4f0\uba74 \ubbf8\uc138 \ubc30\uc120\uc5d0 \uc720\ub9ac) \uc0ac\uc5c5 \uae30\ud68c\ub97c \uac80\ud1a0\ud558\uace0 \uc788\ub2e4\uace0 \ubcf4\ub3c4\ud588\ub2e4. \ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uccb4\ub4e4\uc774 \uae30\uc874 \uacf5\uc815\uc744 \uc790\ub3d9\ud654\ud558\ub294 \uc218\uc900\uc744 \ub118\uc5b4, \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \uc9c4\uc785\uae4c\uc9c0 \ubaa8\uc0c9\ud558\ub294 \uc148\uc774\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud074\ub9b0\ub8f8\uc5d0\uc11c \uc11c\ubc84 \ub799\uc73c\ub85c<\/h3>\n\n\n\n<p>\ubc30\uacbd\uc744 \ubcf4\uba74 \ubcc0\ud654\uac00 \ub354 \ubd84\uba85\ud574\uc9c4\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc77c\ubcf8\uc774 LCD \uc81c\uc870\ub97c \uc8fc\ub3c4<\/strong>. \uc0e4\ud504\uc758 \uc0ac\uce74\uc774 \uacf5\uc7a5\uc740 2009\ub144 \uac00\ub3d9\ud55c \uc138\uacc4 \ucd5c\ucd08 10\uc138\ub300(\ub300\ud615 \uc720\ub9ac \uc6d0\ud310\uc744 \uc4f0\ub294 \uacf5\uc7a5 \uaddc\uaca9) \ub77c\uc778\uc774\uc5c8\ub2e4. 2010\ub144\ub300 \ucd08 \uc77c\ubcf8 \uc5c5\uccb4\ub4e4\uc740 \uae00\ub85c\ubc8c LCD \uc810\uc720\uc728 40% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud588\ub2e4.<\/li>\n\n\n\n<li><strong>\uc911\uad6d\uc758 \ub300\uaddc\ubaa8 \uc9c4\uc785<\/strong>. BOE\uc640 TCL \ud654\uc2f1\uc774 \ubcf4\uc870\uae08 \uc9c0\uc6d0\uc744 \ubc14\ud0d5\uc73c\ub85c \ucd08\ub300\ud615 \uacf5\uc7a5\uc744 \uc9c0\uc73c\uba70 \uac00\uaca9 \uacbd\uc7c1\uc774 \ucd09\ubc1c\ub410\ub2e4. 2025\ub144\uae4c\uc9c0 \uc911\uad6d\uc774 \uae00\ub85c\ubc8c LCD \uc0dd\uc0b0\uc744 \uc8fc\ub3c4\ud588\uace0, <a href=\"https:\/\/www.lcdonsale.com\/info\/from-lcd-dominance-to-the-new-ai-battlefield-103272340.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc77c\ubcf8 \ud328\ub110 \uc5c5\uccb4\ub294 \uc8fc\ubcc0\ubd80\ub85c \ubc00\ub824\ub0ac\ub2e4<\/a>.<\/li>\n<\/ul>\n\n\n\n<p>\uc774\uc5d0 \ub530\ub978 \ub300\uc751\ub3c4 \uae09\uaca9\ud558\ub2e4. \ud55c\ub54c \u2018LCD\uc758 \uc218\ub3c4\u2019\ub85c \ubd88\ub9ac\ub358 \uc0e4\ud504 \uc0ac\uce74\uc774 \ubd80\uc9c0\ub294 AI \ub370\uc774\ud130\uc13c\ud130 \uacf5\uac04\uc73c\ub85c \uc804\ud658\ub418\uace0 \uc788\ub2e4. \ud328\ub110\uc744 \ub9cc\ub4e4\ub358 \ud074\ub9b0\ub8f8 \uc790\ub9ac\uc5d0 \uc11c\ubc84 \ub799(\uc11c\ubc84\ub97c \uaf42\uc544 \ub123\ub294 \uae08\uc18d \ud504\ub808\uc784)\uc774 \ub4e4\uc5b4\uc11c\ub294, \ub9d0 \uadf8\ub300\ub85c\uc758 \uc6a9\ub3c4 \ubcc0\uacbd\uc774\ub2e4.<\/p>\n\n\n\n<p>\uc5c5\uacc4 \uc804\ubc18\uc5d0\uc11c \ube44\uc2b7\ud55c \ud750\ub984\uc774 \ub2e4\ub978 \ud615\ud0dc\ub85c \ub098\ud0c0\ub09c\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\ubcc0\ud654<\/td><td>\ubb34\uc2a8 \uc77c\uc774 \uc77c\uc5b4\ub098\ub098<\/td><td>\ub204\uac00<\/td><\/tr><tr><td>AI \uae30\ubc18 \uc81c\uc870<\/td><td>AI\uac00 \ubd88\ub7c9 \ud0d0\uc9c0, \uc218\uc728 \uac1c\uc120, \uc0dd\uc0b0 \uacc4\ud68d, \uc5d0\ub108\uc9c0 \uad00\ub9ac\uae4c\uc9c0 \ub2f4\ub2f9. \ub3d9\uc2dc\uc5d0 \uc2dc\uc120 \ucd94\uc801(\ub208 \uc6c0\uc9c1\uc784\uc744 \uac10\uc9c0), \uc801\uc751\ud615 \ubc1d\uae30(\ud658\uacbd\uc5d0 \ub9de\ucdb0 \uc790\ub3d9 \uc870\uc808), \ubb34\uc548\uacbd 3D(\uc548\uacbd \uc5c6\uc774 \uc785\uccb4\uac10 \uad6c\ud604) \ub4f1 \u2018\ub611\ub611\ud55c\u2019 \ub514\uc2a4\ud50c\ub808\uc774 \uae30\ub2a5 \uace0\ub3c4\ud654<\/td><td>BOE(\ube14\ub8e8\uc6e8\uc77c \ubaa8\ub378), \uc0bc\uc131(\uc5d4\ube44\ub514\uc544\uc640 \ub514\uc9c0\ud138 \ud2b8\uc708 \ud611\ub825)<\/td><\/tr><tr><td>\ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc9c4\uc785<\/td><td>\uc720\ub9ac\u00b7\uc815\ubc00 \uacf5\uc815 \uacbd\ud5d8\uc744 \ud65c\uc6a9\ud574 AI \uce69 \ud328\ud0a4\uc9d5\uc5d0 \ucc38\uc5ec<\/td><td>\uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774, LG\ub514\uc2a4\ud50c\ub808\uc774(\uc720\ub9ac \uc778\ud130\ud3ec\uc800 \uac80\ud1a0)<\/td><\/tr><tr><td>\ubb3c\ub9ac\uc801 \uc804\ud658<\/td><td>LCD \uacf5\uc7a5\uc744 AI \ub370\uc774\ud130\uc13c\ud130 \uc778\ud504\ub77c\ub85c \uc804\ud658<\/td><td>\uc0e4\ud504(\uc0ac\uce74\uc774 \uacf5\uc7a5)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>\uc218\uc694 \uce21\uba74\uc5d0\uc11c\ub3c4 AI \uae30\uae30\uac00 \ub514\uc2a4\ud50c\ub808\uc774 \uc8fc\ubb38\uc744 \uc0c8\ub85c \ub9cc\ub4e4\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p><a href=\"https:\/\/counterpointresearch.com\/en\/insights\/Global-AR-Smart-Glasses-Shipments-Grow-148-Percent-YoY-in-H2-2025-Waveguide-based-Devices-Surge-Over-600-Percent\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uce74\uc6b4\ud130\ud3ec\uc778\ud2b8\ub9ac\uc11c\uce58<\/a>\ub294 2025\ub144 \uae00\ub85c\ubc8c AR \uc2a4\ub9c8\ud2b8 \uc548\uacbd \ucd9c\ud558\ub7c9\uc774 \uc5f0\uac04 98% \uc99d\uac00\ud588\uace0, \ud558\ubc18\uae30 \ucd9c\ud558\ub7c9\uc740 \uc804\ub144 \ub300\ube44 148% \ub298\uc5c8\ub2e4\uace0 \ubc1d\ud614\ub2e4. <a href=\"https:\/\/my.idc.com\/getdoc.jsp?containerId=prUS53809325\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">IDC<\/a>\ub294 2025\ub144 \uc2a4\ub9c8\ud2b8 \uc548\uacbd \uc2dc\uc7a5\uc774 247.5% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \ubd24\ub294\ub370, \uba54\ud0c0\u00b7\uc0e4\uc624\ubbf8\u00b7\uc911\uad6d \uc2e0\ud765 \ube0c\ub79c\ub4dc\uc758 AI \ud0d1\uc7ac \ubaa8\ub378\uc774 \ub3d9\ub825\uc73c\ub85c \uc9c0\ubaa9\ub410\ub2e4. \uc634\ub514\uc544\ub294 <a href=\"https:\/\/www.businesswire.com\/news\/home\/20251111880508\/en\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">AI \ubc1c\uc804\uc73c\ub85c \ubaa8\ubc14\uc77c PC \uc218\uc694\uac00 \ub298\uba70<\/a> \ub514\uc2a4\ud50c\ub808\uc774 \uba74\uc801 \uc218\uc694\ub3c4 \ucee4\uc9c0\uace0 \uc788\ub2e4\uace0 \ubd84\uc11d\ud588\ub2e4. AI \uae30\uae30\uac00 \ub298\uc218\ub85d \ud654\uba74 \uc218\uc694\ub3c4 \ud568\uaed8 \ub298\uc5b4\ub098\ub294 \u2018\uc2e4\uc218\uc694\u2019\uac00 \ud655\uc778\ub418\ub294 \uad6c\uac04\uc774\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud328\ud0a4\uc9d5 \ubcd1\ubaa9<\/h2>\n\n\n\n<p>\ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc740 \uadf8\ub3d9\uc548 \ud30c\uc6b4\ub4dc\ub9ac(\uc678\ubd80 \uace0\uac1d\uc758 \uce69\uc744 \ub300\uc2e0 \uc0dd\uc0b0\ud558\ub294 \ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0)\uc640 OSAT(\ubc18\ub3c4\uccb4 \uc870\ub9bd\u00b7\uac80\uc0ac \uc804\ubb38\uc5c5\uccb4)\uc778 <a href=\"https:\/\/www.vtmarkets.com\/opinion\/unexpected-competitor-ai-race-from-emerging-sector-tsm-soars-in-q4\/?utm_source=Opinion&amp;rt=DisplayMakersxAI\" target=\"_blank\" rel=\"noopener\" title=\"\">TSMC<\/a>, ASE, \uc570\ucf54 \ub4f1\uc774 \uc8fc\ub3c4\ud574\uc654\ub2e4. \ud558\uc9c0\ub9cc \ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uccb4\ub294 \uc720\ub9ac \uae30\ud310, TFT(\ubc15\ub9c9\ud2b8\ub79c\uc9c0\uc2a4\ud130: \ud53d\uc140\uc744 \uc81c\uc5b4\ud558\ub294 \uc587\uc740 \uc2a4\uc704\uce58 \uc18c\uc790) \ubc30\uc5f4, \ub300\uba74\uc801 \uc815\ubc00 \uacf5\uc815\uc744 \uc624\ub79c \uae30\uac04 \ub2e4\ub904\uc654\ub2e4.<\/p>\n\n\n\n<p>TSMC\ub294 <a href=\"https:\/\/markets.financialcontent.com\/stocks\/article\/tokenring-2026-2-5-tsmc-to-quadruple-advanced-packaging-capacity-reaching-130000-cowos-wafers-monthly-by-late-2026\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">CoWoS(\uce69-\uc6e8\uc774\ud37c-\uae30\ud310\uc744 \uce35\uce35\uc774 \uc5f0\uacb0\ud558\ub294 \uace0\uc131\ub2a5 \ud328\ud0a4\uc9d5 \ubc29\uc2dd) \uc6d4 \uc0dd\uc0b0\ub2a5\ub825\uc744 2024\ub144 \ub9d0 \uc57d 3\ub9cc5000\uc7a5(\uc6e8\uc774\ud37c)\uc5d0\uc11c 2026\ub144 \ub9d0 13\ub9cc\uc7a5\uc73c\ub85c \ud655\ub300<\/a>\ud574 \uc0dd\uc0b0\uc744 \uac70\uc758 4\ubc30\ub85c \ub298\ub9b4 \uacc4\ud68d\uc774\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \uc5d4\ube44\ub514\uc544\uac00 2025~2026\ub144 \uc804\uccb4 CoWoS \ubb3c\ub7c9\uc758 60% \uc774\uc0c1\uc744 \ud655\ubcf4\ud55c \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. \ub098\uba38\uc9c0 \uae30\uc5c5\ub4e4\uc740 \ub0a8\uc740 \ubb3c\ub7c9\uc744 \ub193\uace0 \uacbd\uc7c1\ud574\uc57c \ud55c\ub2e4. \uc804 \uc138\uacc4 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc218\uc694\ub294 \uc6d4 14\ub9cc6000\uc7a5(300mm \uc6e8\uc774\ud37c \ud658\uc0b0 \uae30\uc900) \uc218\uc900\uc73c\ub85c \ucd94\uc815\ub418\uba70, <a href=\"https:\/\/www.itiger.com\/news\/1190847982\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uacf5\uae09 \ubd80\uc871\ub960\uc740 \uc57d 23%<\/a> \uc218\uc900, \uc77c\ubd80 \uc8fc\ubb38\uc740 \ub0a9\uae30(\ub9ac\ub4dc\ud0c0\uc784)\uac00 1\ub144\uc744 \ub118\uae34\ub2e4.<\/p>\n\n\n\n<p>\uc774 \ubcd1\ubaa9\uc774 \uc788\ub294 \uc2dc\uc7a5\uc740 \ube60\ub974\uac8c \ucee4\uc9c0\uace0 \uc788\ub2e4. \ube14\ub8f8\ubc84\uadf8 \uc778\ud154\ub9ac\uc804\uc2a4\ub294 <a href=\"https:\/\/www.bloomberg.com\/company\/press\/advanced-semiconductor-packaging-market-could-reach-80-billion-by-2033-as-ai-chips-spread-to-consumer-devices-according-to-bloomberg-intelligence\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">2.5D\u00b73D \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc774 2033\ub144 805\uc5b5\ub2ec\ub7ec\uae4c\uc9c0 8\ubc30 \uc131\uc7a5<\/a>\ud560 \uc218 \uc788\ub2e4\uace0 \ubd24\ub2e4. \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR\u00b7\ubcf5\ud569\uc5f0\ud3c9\uade0\uc131\uc7a5\ub960)\uc740 26%\ub85c, \ubc18\ub3c4\uccb4 \uc804\uccb4 \uc2dc\uc7a5 \uc131\uc7a5\ub960 \uc804\ub9dd\uce58(10%)\ub97c \ud06c\uac8c \uc6c3\ub3c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.trendforce.com\/presscenter\/news\/20260430-13028.html\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/06\/codeN2Q4MjIyYTM1MWNiM2I4NDhkNjRkZTU3ZDdlNGI5ZjlfTXROc2hRY2VBWVZpZWt4dEV0MEk5ZmtCODlJTkM2WFhfVG9rZW46VkhBY2JrdUh6b2FyWHF4b0s4VGxNazRjZ3FlXzE3ODA2NTAwNzY6MTc4MDY1MzY3Nl9WNA.png\" alt=\"\"\/><\/a><\/figure>\n\n\n\n<p>\uc774 \uaca9\ucc28\uac00 \ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uccb4\ub97c \ub04c\uc5b4\ub4e4\uc774\ub294 \ud798\uc774\ub2e4.<\/p>\n\n\n\n<p>\uc720\ub9ac \uae30\ud310 \ucde8\uae09, TFT \ubc30\uc5f4, \uc815\ubc00 \ub178\uad11(\ub9ac\uc18c\uadf8\ub798\ud53c) \uacbd\ud5d8\uc740 FOPLP(\ud328\ub110 \ub2e8\uc704\ub85c \uc5ec\ub7ec \uce69\uc744 \ud55c \ubc88\uc5d0 \ud3ec\uc7a5\ud558\ub294 \ubc29\uc2dd)\uc640 \uc720\ub9ac \uc778\ud130\ud3ec\uc800\uc5d0 \ud544\uc694\ud55c \uc5ed\ub7c9\uacfc \uacb9\uce5c\ub2e4. \uc720\ub9ac \uae30\ubc18 \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc758 \uccab \uc0c1\uc6a9 \uc801\uc6a9\uc740 2027\ub144 \ub9d0\ub85c \uc608\uc0c1\ub418\uba70, \uc2dc\uc7a5 \uc9c4\uc785\uc758 \uc2dc\uacc4\ub3c4 \uc810\uc810 \uc120\uba85\ud574\uc9c0\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uc5c5\uacc4 \uc6c0\uc9c1\uc784\uc740 \ub2e4\uc74c \uc0ac\ub840\ub85c \ud655\uc778\ub41c\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong><a href=\"https:\/\/tech-insider.org\/samsung-73-billion-semiconductor-investment-2026\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc0bc\uc131\ub514\uc2a4\ud50c\ub808\uc774<\/a><\/strong>\ub294 \ub450 \uc0b0\uc5c5\uc744 \uc787\ub294 \ucd95\uc5d0 \uc11c \uc788\ub2e4.\n<ul class=\"wp-block-list\">\n<li>2026\ub144 \uba54\ubaa8\ub9ac\u00b7\ud30c\uc6b4\ub4dc\ub9ac\u00b7\ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc5d0 732\uc5b54000\ub9cc\ub2ec\ub7ec \ud22c\uc790.<\/li>\n\n\n\n<li>\uc5d4\ube44\ub514\uc544\uc640 AI \ud329\ud1a0\ub9ac(\uc81c\uc870 \ub370\uc774\ud130\ub97c AI\ub85c \ubd84\uc11d\ud574 \uc0dd\uc0b0\uc131\uc744 \ub192\uc774\ub294 \uacf5\uc7a5) \uac1c\ubc1c \ud611\ub825, \ub514\uc9c0\ud138 \ud2b8\uc708(\uacf5\uc815\uc744 \uac00\uc0c1 \uacf5\uac04\uc5d0 \ubcf5\uc81c\ud574 \ucd5c\uc801\ud654\u00b7\uac80\uc99d\ud558\ub294 \uae30\uc220) \uae30\ubc18 \uc81c\uc870 \uc801\uc6a9.<\/li>\n\n\n\n<li>\ud558\uc774\ube0c\ub9ac\ub4dc \uad6c\ub9ac \ubcf8\ub529(\uc811\ucc29\uce35 \uc5c6\uc774 \uad6c\ub9ac\ub97c \uc9c1\uc811 \uc811\ud569\ud574 \uc5f0\uacb0 \uc190\uc2e4\uacfc \ubc1c\uc5f4\uc744 \uc904\uc774\ub294 \uae30\uc220) \ud328\ud0a4\uc9d5 \ub3c4\uc785. \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ud658\uacbd\uc5d0\uc11c \uc5f4 \uc800\ud56d(\uc5f4\uc744 \uacac\ub514\ub294 \ub2a5\ub825)\uc744 20% \uac1c\uc120.<br><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>LG\ub514\uc2a4\ud50c\ub808\uc774<\/strong>\ub294 \ub354 \ucd08\uae30 \ub2e8\uacc4\uc9c0\ub9cc, <a href=\"https:\/\/www.digitimes.com\/news\/a20251027PD221\/lg-electronics-hbm-glass-substrate-equipment-packaging.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc720\ub9ac \uc778\ud130\ud3ec\uc800 \uae30\ud68c<\/a>\ub97c \ud0d0\uc0c9\ud558\uace0 \uc788\ub2e4. \ucd08\uae30 \uc2e0\ud638\uc9c0\ub9cc \uc0b0\uc5c5 \uad6c\uc870\uc0c1 \uc758\ubbf8\uac00 \ud06c\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p>\ub300\ud615 \ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uccb4 \uc911 \ud55c \uacf3\uc774\ub77c\ub3c4 \ub300\uaddc\ubaa8 \uc591\uc0b0\uc5d0 \uc131\uacf5\ud558\uba74, \ub2e4\ub978 \uae30\uc5c5\ub4e4\uc758 \uc9c4\uc785 \uacbd\ub85c\ub3c4 \uacf5\uc2dd\ucc98\ub7fc \uad73\uc5b4\uc9c4\ub2e4. \uc218\uae09 \uade0\ud615\uc774 2027\ub144 \uc911\ubc18 \uc774\ud6c4\uc5d0\ub098 \ub9de\ucdb0\uc9c8 \uac83\uc73c\ub85c \ubcf4\uc774\ub294 \uc2dc\uc7a5\uc5d0 \uc2e4\uc9c8\uc801\uc778 \uacf5\uae09 \ub2a5\ub825\uc744 \ucd94\uac00\ud560 \uc218 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n\n\n\n<p>\ud22c\uc790 \uad00\uc810\uc5d0\uc11c \ub354 \ud070 \ud575\uc2ec\uc740 \u2018\ub514\uc2a4\ud50c\ub808\uc774 \uacf5\uc7a5\uc758 AI\u2019 \uc790\uccb4\ubcf4\ub2e4, \ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uccb4\uc758 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc9c4\uc785\uc774\ub2e4. \uc720\uc785\uc744 \uc720\ub3c4\ud558\ub294 \uacf5\uae09 \ubd80\uc871 \uaddc\ubaa8\uac00 \ub108\ubb34 \ud06c\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc2dc\uc7a5\uc5d0 \uc775\uc219\ud55c \ud328\ud134<\/h2>\n\n\n\n<p>\ube44\uc2b7\ud55c \uc804\ub840\ub294 <a href=\"https:\/\/www.vtmarkets.com\/opinion\/could-a-consumer-toilet-company-take-the-same-stage-as-a-cloud-giant-toto-and-the-hidden-ai-supply-chain\/?utm_source=Opinion&amp;rt=DisplayMakersxAI\">TOTO \uc0ac\ub840<\/a>\uc5d0\uc11c \ud655\uc778\ub410\ub2e4. \uc62c\ud574 \ucd08 \uc77c\ubcf8 \uc704\uc0dd\ub3c4\uae30 \uc5c5\uccb4 TOTO \uc8fc\uac00\ub294 \uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc774 \uc815\uc804\ucc99(\uc6e8\uc774\ud37c\ub97c \uc815\uc804\uae30\ub85c \uace0\uc815\ud558\ub294 \uc7a5\uce58)\uc774 AI\ubc1c \ubc18\ub3c4\uccb4 \uc218\uc694\uc758 \uc218\ud61c\ub77c\uace0 \uc9c0\ubaa9\ud55c \ub4a4 \uc57d 10% \uae09\ub4f1\ud588\ub2e4.<\/p>\n\n\n\n<p>TOTO\uac00 AI \uae30\uc5c5\uc73c\ub85c \ubcc0\uc2e0\ud55c \uac83\uc740 \uc544\ub2c8\ub2e4. AI\ub85c \uc778\ud574 \uc218\uc694\uac00 \uae09\uc99d\ud55c \u2018\ubcd1\ubaa9 \uacf5\uc815\u2019\uc5d0 \uc790\uc0ac \ubd80\ud488\uc774 \uc704\uce58\ud574 \uc788\uc5c8\uace0, \uc2dc\uc7a5\uc740 \uadf8 \uc9c0\uc810\uc758 \uac00\uce58\uc5d0 \ubc18\uc751\ud588\ub2e4.<\/p>\n\n\n\n<p>\ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uccb4\ub3c4 \uac19\uc740 \uada4\uc801\uc744 \ub530\ub77c\uac00\ub418, <em>\ud310\ub3c8\uc774 \ub354 \ud06c\ub2e4<\/em>.<\/p>\n\n\n\n<p>TOTO\uc758 \uc138\ub77c\ubbf9 \uc0ac\uc5c5\uc740 \ud2b9\uc815 \ubd80\ud488 \uacf5\uae09\uc5d0 \uac00\uae5d\ub2e4. \ubc18\uba74 \ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uccb4\ub294 \ub300\uaddc\ubaa8 \uacf5\uc7a5 \ub2e8\uc9c0, \uc218\uc2ed \ub144\uc758 \uc815\ubc00 \uacf5\uc815 \uc5ed\ub7c9, \uc720\ub9ac \uae30\ud310 \uae30\uc220\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uace0, \uc774\ub294 \ud604\uc7ac \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc0b0\uc5c5\uc774 \ud544\uc694\ub85c \ud558\ub294 \uc790\uc6d0\uc774\ub2e4. \uae30\uc5c5\uac00\uce58 \uc7ac\ud3c9\uac00(\ub9ac\ub808\uc774\ud305) \uc5ec\uc9c0\ub294 \ud06c\uc9c0\ub9cc, \uc2e4\ud589 \uc704\ud5d8\ub3c4 \ucee4\uc9c4\ub2e4.<\/p>\n\n\n\n<p>\uc815\uc804\ucc99\uc740 \uc774\ubbf8 \uac80\uc99d\ub41c \uc0ac\uc5c5\uc774\ub2e4. \ubc18\uba74 <a href=\"https:\/\/www.vtmarkets.com\/opinion\/unexpected-competitor-ai-race-from-emerging-sector-tsm-soars-in-q4\/?utm_source=Opinion&amp;rt=DisplayMakersxAI\" target=\"_blank\" rel=\"noopener\" title=\"\">TSMC<\/a>\uc640 ASE \uac19\uc740 \uac15\uc790\uc5d0 \ub9de\uc11c \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc5d0 \uc9c4\uc785\ud558\ub294 \uac83\uc740 \uc218\ub144 \ub2e8\uc704\uc758 \ub300\uaddc\ubaa8 \uc124\ube44\ud22c\uc790(\uc790\ubcf8\uc9d1\uc57d)\uc774\uba70, \uc544\uc9c1 \ud655\uc815 \uace0\uac1d\ub3c4 \uc5c6\ub2e4.<\/p>\n\n\n\n<p>TOTO\uc5d0 \uc801\uc6a9\ub410\ub358 \uad6c\ubd84\uc740 \uc5ec\uae30\uc5d0\ub3c4 \uadf8\ub300\ub85c \uc801\uc6a9\ub41c\ub2e4. \uac00\uce58\ub294 \u2018AI\u2019\ub97c \uc678\uce58\ub294 \uae30\uc5c5\uc774 \uc544\ub2c8\ub77c, <strong>\uc218\uc694\uac00 \ub204\uc801\uc801\uc73c\ub85c \ub298\uace0(\ubcf5\ub9ac\ucc98\ub7fc \uc99d\uac00), \uacf5\uae09 \ub2a5\ub825\uc740 \ubd80\uc871\ud558\uba70, \ub300\uccb4\uac00 \uc5b4\ub824\uc6b4<\/strong> \ubcd1\ubaa9 \uc9c0\uc810\uc5d0 \uc788\ub294 \uae30\uc5c5\uc5d0 \uc313\uc778\ub2e4.<\/p>\n\n\n\n<p>\ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uc885\uc5d0\uc11c\ub294 \uc804\ud658\uc744 \ub4b7\ubc1b\uce68\ud558\ub294 \uc7a5\ube44\u00b7\ubd80\ud488 \uacf5\uae09\uc0ac\uac00 \uba3c\uc800, \uc774\ud6c4\uc5d0\ub294 \ud328\ud0a4\uc9d5\uc73c\ub85c \ub118\uc5b4\uac00\ub294 \ub370 \uc131\uacf5\ud558\ub294 \ud328\ub110 \uc5c5\uccb4\uac00 \ud575\uc2ec\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud2b8\ub808\uc774\ub354\uac00 \ud3ec\uc9c0\uc158\uc744 \uc7a1\uc744 \uad6c\uac04<\/h2>\n\n\n\n<p>\uc811\uadfc\uc131\uc744 \ub113\uac8c \ubcf4\uba74, \uac70\ub798 \uac00\ub2a5\ud55c \ub178\ucd9c\uc740 \uacf5\uae09\ub9dd\uc5d0 \uc788\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AMAT<\/strong>(\uc5b4\ud50c\ub77c\uc774\ub4dc \uba38\ud2f0\ub9ac\uc5bc\uc988)\uc740 \ub514\uc2a4\ud50c\ub808\uc774 \ud328\ub110 \uacf5\uc815\uacfc \ubc18\ub3c4\uccb4 \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc758 \uad50\ucc28\uc810\uc5d0 \uc788\ub2e4. AI\ub97c \ubc18\uc601\ud55c \uacf5\uc815 \uc99d\uc124\uc740 \uc7a5\ube44 \ud22c\uc790\ub97c \uc218\ubc18\ud55c\ub2e4.<\/li>\n\n\n\n<li><strong>TSMC<\/strong>\uc640 <strong>UMC<\/strong>\ub294 AI \uae30\ub2a5\uc774 \ub4e4\uc5b4\uac04 \ud328\ub110\uc5d0 \ud544\uc694\ud55c \ub514\uc2a4\ud50c\ub808\uc774 \uad6c\ub3d9\uce69(\ud654\uba74\uc744 \uc81c\uc5b4\ud558\ub294 \ubc18\ub3c4\uccb4)\uc758 \ubcf5\uc7a1\ub3c4\uac00 \ub192\uc544\uc9c0\uba74\uc11c \uc5ed\ud560\uc774 \ucee4\uc9c4\ub2e4.<\/li>\n\n\n\n<li><strong>NVDA<\/strong>(\uc5d4\ube44\ub514\uc544)\ub294 AI \ud329\ud1a0\ub9ac\uc640 \ub514\uc9c0\ud138 \ud2b8\uc708 \uc791\uc5c5\uc5d0 \ud544\uc694\ud55c \uc5f0\uc0b0 \uc778\ud504\ub77c(\ucef4\ud4e8\ud305 \uc790\uc6d0)\ub97c \uacf5\uae09\ud55c\ub2e4.<\/li>\n\n\n\n<li><strong>LPL<\/strong>(LG\ub514\uc2a4\ud50c\ub808\uc774)\uc740 OLED(\uc2a4\uc2a4\ub85c \ube5b\uc744 \ub0b4\ub294 \uc720\uae30\ubc1c\uad11\uc18c\uc790 \ub514\uc2a4\ud50c\ub808\uc774)\uc640 AI \uacb0\ud569 \uae30\ub2a5\uc5d0 \uc9c1\uc811 \ub178\ucd9c\ub418\uc9c0\ub9cc, AI \uc81c\uc870\uac00 \ubcf4\ud3b8\ud654\ub418\uba74 \ub9c8\uc9c4 \uc555\ubc15 \uc704\ud5d8\uc774 \uc788\ub2e4.<\/li>\n\n\n\n<li><strong>AAPL<\/strong>(\uc560\ud50c)\uacfc <strong>HPQ<\/strong>(HP)\ub294 \ud328\ub110 \ud488\uc9c8\u00b7\ud6a8\uc728 \uac1c\uc120\uc758 \uac04\uc811 \uc218\ud61c\uac00 \uac00\ub2a5\ud558\ub2e4.<\/li>\n<\/ul>\n\n\n\n<!-- TradingView Widget BEGIN -->\n<div class=\"tradingview-widget-container\">\n  <div class=\"tradingview-widget-container__widget\"><\/div>\n  <div class=\"tradingview-widget-copyright\"><a href=\"www.vtmarkets.com\/trade-now\/?utm_source=Opinion&#038;rt=DisplayMakersxAI\" rel=\"noopener nofollow\" target=\"_blank\"><span class=\"blue-text\">Tradable Assets Available on VT, <\/span><\/a><span class=\"trademark\"> by TradingView<\/span><\/div>\n  <script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/external-embedding\/embed-widget-market-overview.js\" async>\n  {\n  \"colorTheme\": 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\"d\": \"ASML Holding\",\n          \"logoid\": \"asml\",\n          \"currency-logoid\": \"country\/US\"\n        },\n        {\n          \"s\": \"NASDAQ:LITE\",\n          \"d\": \"Lumentum Holdings\",\n          \"logoid\": \"lumentum-hldgs\",\n          \"currency-logoid\": \"country\/US\"\n        }\n      ],\n      \"originalTitle\": \"Indices\"\n    },\n    {\n      \"title\": \"Chips to AI Compute\",\n      \"symbols\": [\n        {\n          \"s\": \"BCBA:TSMC\",\n          \"d\": \"Taiwan Semiconductor Manufacturing Company\",\n          \"logoid\": \"taiwan-semiconductor\",\n          \"currency-logoid\": \"country\/US\"\n        },\n        {\n          \"s\": \"NYSE:UMC\",\n          \"d\": \"United Microelectronics\",\n          \"logoid\": \"united-micro-electronics\",\n          \"currency-logoid\": \"country\/US\"\n        },\n        {\n          \"s\": \"NASDAQ:NVDA\",\n          \"d\": \"Nvidia Corporations\",\n          \"logoid\": \"nvidia\",\n          \"currency-logoid\": \"country\/US\"\n        }\n      ],\n      \"originalTitle\": \"Futures\"\n    },\n    {\n      \"title\": \"Computing and Gadgets\",\n      \"symbols\": [\n        {\n          \"s\": \"NYSE:LPL\",\n          \"d\": \"LG Display\",\n          \"logoid\": \"lg-display\",\n          \"currency-logoid\": \"country\/US\"\n        },\n        {\n          \"s\": \"NASDAQ:AAPL\",\n          \"d\": \"Apple\",\n          \"logoid\": \"apple\",\n          \"currency-logoid\": \"country\/US\"\n        },\n        {\n          \"s\": \"NYSE:HPQ\",\n          \"d\": \"HP Inc.\",\n          \"logoid\": \"hp\",\n          \"currency-logoid\": \"country\/US\"\n        }\n      ],\n      \"originalTitle\": \"Forex\"\n    }\n  ],\n  \"support_host\": \"https:\/\/www.tradingview.com\",\n  \"backgroundColor\": \"#0f0f0f\",\n  \"width\": \"400\",\n  \"height\": \"550\",\n  \"showSymbolLogo\": true,\n  \"showChart\": true\n}\n  <\/script>\n<\/div>\n<!-- TradingView Widget END --><br>\n\n\n\n<p>\uc911\uad6d \ub0b4 \uc815\ucc45\ub3c4 BOE\uc5d0\ub294 \uc6b0\ud638\uc801\uc774\ub2e4. \ubca0\uc774\uc9d5\uc740 \u2018\ud558\ub4dc\ud14c\ud06c\u2019(\ubc18\ub3c4\uccb4\u00b7\ucca8\ub2e8 \uc81c\uc870 \uac19\uc740 \uc2e4\ubb3c \uae30\uc220 \uae30\ubc18 \uc0b0\uc5c5)\uc5d0 \uc790\uae08\uc744 \uacc4\uc18d \ud22c\uc785\ud558\uace0 \uc788\uace0, BOE\uc758 AI \uc804\ub7b5\uc740 \uad6d\uac00 \uc6b0\uc120\uc21c\uc704\uc640 \ub9de\ubb3c\ub9b0\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\uc544\uc9c1 \uc99d\uba85\uc774 \ud544\uc694\ud55c \uac83<\/h3>\n\n\n\n<p>\ub099\uad00\ub860\uc740 \uc774\ub807\ub2e4. AI \uc218\uc694\uac00 \uae30\uc874 \ubc18\ub3c4\uccb4 \uacf5\uae09\uc744 \uc55e\uc9c0\ub974\uba74\uc11c, \ub514\uc2a4\ud50c\ub808\uc774 \uc0b0\uc5c5\uc758 \uae30\uc874 \uc124\ube44\u00b7\uacf5\uc815 \uc9c0\uc2dd\uc774 \uc0c8\ub85c\uc6b4 \uc218\uc775\uc6d0\uc73c\ub85c \uc7ac\ud0c4\uc0dd\ud558\uace0 \uc788\ub2e4\ub294 \ud574\uc11d\uc774\ub2e4.<\/p>\n\n\n\n<p>\uc2e0\uc911\ub860\uc740 \uc774\ub807\ub2e4. AI\ub294 \uc0dd\uc874 \uc804\ub7b5\uc744 \ud3ec\uc7a5\ud558\ub294 \uc5b8\uc5b4\uc77c \uc218 \uc788\ub2e4. \uc720\ub9ac \uc778\ud130\ud3ec\uc800 \u2018\uac80\ud1a0\u2019\uac00 \uc2e4\uc81c \ub9e4\ucd9c\ub85c \uc5f0\uacb0\ub418\uae30\uae4c\uc9c0\ub294 \uc218\ub144\uacfc \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud22c\uc790 \ubd80\ub2f4\uc774 \ub530\ub978\ub2e4.<\/p>\n\n\n\n<p><strong>\uccb4\ud06c\ud560 \uc2e0\ud638:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AMAT\u00b7ASML \uc2e4\uc801 \uac00\uc774\ub358\uc2a4(\uc804\ub9dd\uce58)<\/strong>: \ubd84\uae30 \uc2e4\uc801\uc5d0\uc11c \ub514\uc2a4\ud50c\ub808\uc774 \uad00\ub828 AI \ud22c\uc790\ub97c \uc77c\ubc18 \ubc18\ub3c4\uccb4 \uc124\ube44\ud22c\uc790(Capex\u00b7\uc790\ubcf8\uc9c0\ucd9c)\uc640 \ubd84\ub9ac\ud574 \uc5b8\uae09\ud558\uae30 \uc2dc\uc791\ud558\uba74, \uc804\uc2dc\ud68c \u2018\uad6c\ud638\u2019\uac00 \uc544\ub2c8\ub77c \uac70\ub798 \uac00\ub2a5\ud55c \uc7ac\ub8cc\uac00 \ub41c\ub2e4.<\/li>\n\n\n\n<li><strong>\uad6c\uccb4\uc801 \ud328\ud0a4\uc9d5 \ud22c\uc790 \ud655\uc815<\/strong>: 2027\ub144 \ub9d0(\uc720\ub9ac \uae30\ubc18 \ud328\ud0a4\uc9d5 \uccab \uc0c1\uc6a9 \uc2dc\uc810\uc73c\ub85c \uac70\ub860) \uc774\uc804\uc5d0 \uace0\uac1d \uacc4\uc57d\uc744 \ub3d9\ubc18\ud55c \ud328\ud0a4\uc9d5 \uc0dd\uc0b0\ub2a5\ub825 \ubc1c\ud45c\uac00 \ub098\uc624\uba74 \uc2dc\uc7a5 \uc2e0\ud638\uac00 \ucee4\uc9c4\ub2e4.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>\ud328\ud134\uc740 \ubd84\uba85\ud558\ub2e4. AI \uc218\uc694\uac00 \uae30\uc874 \uc0dd\uc0b0\ub2a5\ub825\uc744 \ub118\uc5b4\uc124 \ub54c, \uc2dc\uc7a5\uc740 \uadf8 \uaca9\ucc28\ub97c \uba54\uc6b8 \ubb3c\ub9ac\uc801 \uc124\ube44\uc640 \uacf5\uc815 \uc5ed\ub7c9\uc744 \uac00\uc9c4 \u2018\ub2e4\ub978 \uc8fc\uccb4\u2019\ub97c \ucc3e\ub294\ub2e4. \ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uccb4\ub4e4\uc740 \uadf8 \ub450 \uac00\uc9c0\ub97c \ubaa8\ub450 \uac16\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub97c \uc2e4\uc81c \uc774\uc775\uc73c\ub85c \ubc14\uafc0 \uc218 \uc788\ub294\uc9c0\uac00 \uad00\uc804 \ud3ec\uc778\ud2b8\ub2e4.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Tap for Quick Refresher!<\/summary>\n<p><br><strong>AI\ub294 \ub514\uc2a4\ud50c\ub808\uc774 \uc81c\uc870\ub97c \uc5b4\ub5bb\uac8c \ubc14\uafb8\ub098?<\/strong> <br>AI\uac00 \uacf5\uc7a5 \uc6b4\uc601\uc744 \uc9c0\ub2a5\ud654\ud574 \uc0dd\uc0b0 \ud6a8\uc728\uc744 \ub192\uc774\uace0, \ubd88\ub7c9 \ud0d0\uc9c0\u00b7\uc218\uc728 \uac1c\uc120 \uac19\uc740 \uc758\uc0ac\uacb0\uc815\uc744 \uc790\ub3d9\ud654\ud55c\ub2e4. \uc77c\ubd80\ub294 \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc73c\ub85c \ud655\uc7a5\ub418\uace0, \uacf5\uc7a5 \uacf5\uac04\uc774 \ub370\uc774\ud130\uc13c\ud130\ub85c \uc804\ud658\ub418\uae30\ub3c4 \ud55c\ub2e4.<\/p>\n\n\n\n<p><strong>\ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uccb4\ub294 \uc65c \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5\uc5d0 \ub4e4\uc5b4\uac00\ub098?<\/strong> <br>AI \uce69 \uc218\uc694\ub85c 2.5D\u00b73D \ud328\ud0a4\uc9d5 \uacf5\uae09\uc774 \ubd80\uc871\ud574 \u2018\ubcd1\ubaa9\u2019\uc774 \uc0dd\uacbc\uae30 \ub54c\ubb38\uc774\ub2e4. \ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uccb4\uc758 \uc720\ub9ac \uae30\ud310\u00b7\uc815\ubc00 \uacf5\uc815 \uacbd\ud5d8\uc774 \ud328\ud0a4\uc9d5 \uc694\uad6c\uc640 \uacb9\uce5c\ub2e4.<\/p>\n\n\n\n<p><strong>\uc774 \uc0dd\ud0dc\uacc4\uc758 \uc8fc\uc694 \uae30\uc5c5\uc740?<\/strong> <br>\uc0dd\uc0b0\u00b7\uc7a5\ube44: AMAT, ASML, \ub8e8\uba58\ud140(LITE). \uce69: TSMC, UMC. AI \uc5f0\uc0b0: \uc5d4\ube44\ub514\uc544(NVDA). \uc644\uc81c\ud488\/\ud328\ub110: LG\ub514\uc2a4\ud50c\ub808\uc774(LPL), \uc560\ud50c(AAPL), HP(HPQ).<\/p>\n\n\n\n<p><strong>\uc0c1\uc6a9\ud654 \uc77c\uc815\uc740?<\/strong> <br>\uc720\ub9ac \uae30\ubc18 \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc758 \uccab \uc0c1\uc6a9 \uc801\uc6a9\uc740 <strong>2027\ub144 \ub9d0<\/strong>\uc774 \uac70\ub860\ub41c\ub2e4. \ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uccb4\uc5d0 \uc911\uae30(\uba87 \ub144) \uae30\ud68c\ub85c \ud3c9\uac00\ub41c\ub2e4.<\/p>\n\n\n\n<p><strong>\uc911\uad6d \uc815\ucc45\uc740 BOE\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \uc8fc\ub098?<\/strong> <br>\uc911\uad6d\uc758 \ud558\ub4dc\ud14c\ud06c \ud22c\uc790 \ud655\ub300\ub294 BOE\uc758 AI \uc804\ub7b5\uc5d0 \uc21c\ud48d\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4. \uad6d\uac00 \uc0b0\uc5c5 \uc6b0\uc120\uc21c\uc704\uc640 \uae30\uc5c5 \uc804\ub7b5\uc774 \ub9de\uc544\ub5a8\uc5b4\uc9c4\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>\u2018\ud328\ub110\u682a\u2019\uc758 \ub450 \ubc88\uc9f8 \uc778\uc0dd? \ub514\uc2a4\ud50c\ub808\uc774 \uc5c5\uacc4\uac00 AI\ub85c \uacf5\uc7a5 \uc9c0\ub2a5\ud654\u00b7\ub370\uc774\ud130\uc13c\ud130 \uc804\ud658, \uc720\ub9ac \uc778\ud130\ud3ec\uc800 \ub4f1 2.5D\u00b73D \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubcd1\ubaa9\uc5d0 \uc9c4\uc785\ud558\uba70 \ub9ac\ub808\uc774\ud305 \uae30\ub300 \ucee4\uc9c4\ub2e4. \ud22c\uc790\u00b7\uace0\uac1d \ud655\uc815\uc774 \uad00\uac74.<\/p>\n","protected":false},"author":87,"featured_media":49976,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49],"tags":[],"class_list":["post-49975","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\/49975","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=49975"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/49975\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/49976"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=49975"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=49975"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=49975"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}