{"id":50246,"date":"2026-06-25T10:26:02","date_gmt":"2026-06-25T10:26:02","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/ai-%ec%88%98%ec%9a%94-%ed%99%95%eb%8c%80%c2%b7%ea%b3%b5%ea%b8%89-%ed%83%80%ec%9d%b4%ed%8a%b8%ec%97%90-%ec%8b%a4%ec%a0%81-%ec%a0%84%eb%a7%9d-%ec%83%81%ed%96%a5%eb%a7%88%ec%9d%b4%ed%81%ac\/"},"modified":"2026-06-25T10:26:02","modified_gmt":"2026-06-25T10:26:02","slug":"ai-%ec%88%98%ec%9a%94-%ed%99%95%eb%8c%80%c2%b7%ea%b3%b5%ea%b8%89-%ed%83%80%ec%9d%b4%ed%8a%b8%ec%97%90-%ec%8b%a4%ec%a0%81-%ec%a0%84%eb%a7%9d-%ec%83%81%ed%96%a5%eb%a7%88%ec%9d%b4%ed%81%ac","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/ai-%ec%88%98%ec%9a%94-%ed%99%95%eb%8c%80%c2%b7%ea%b3%b5%ea%b8%89-%ed%83%80%ec%9d%b4%ed%8a%b8%ec%97%90-%ec%8b%a4%ec%a0%81-%ec%a0%84%eb%a7%9d-%ec%83%81%ed%96%a5%eb%a7%88%ec%9d%b4%ed%81%ac\/","title":{"rendered":"AI \uc218\uc694 \ud655\ub300\u00b7\uacf5\uae09 \ud0c0\uc774\ud2b8\uc5d0 \uc2e4\uc801 \uc804\ub9dd \uc0c1\ud5a5\u2026\ub9c8\uc774\ud06c\ub860 \uc8fc\uac00 3\ubd84\uae30 \u2018\uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988\u2019\uc5d0 \uae09\ub4f1"},"content":{"rendered":"

\ub9c8\uc774\ud06c\ub860\ud14c\ud06c\ub180\ub85c\uc9c0 \uc8fc\uac00\ub294 5\uc6d4\uc5d0 \uc885\ub8cc\ub41c \ud68c\uacc4\uc5f0\ub3c4 3\ubd84\uae30 \uc2e4\uc801\uc774 \uc6d4\uac00 \uc608\uc0c1\uce58\ub97c \ud06c\uac8c \uc6c3\ub3cc\uba74\uc11c \uc7a5 \ub9c8\uac10 \ud6c4 \uac70\ub798\uc5d0\uc11c \uc57d 15% \uc0c1\uc2b9\ud588\ub2e4. \uc815\uaddc\uc7a5\uc5d0\uc11c \uc8fc\uac00\ub294 1.3% \ud558\ub77d\ud55c 1,037.86\ub2ec\ub7ec\ub85c \ub9c8\uac10\ud588\uc9c0\ub9cc, \uc2dc\uac04\uc678\uc5d0\uc11c\ub294 1,217\ub2ec\ub7ec\ub97c \uc0c1\ud68c\ud588\ub2e4. \uc870\uc815 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS)\uc740 25.11\ub2ec\ub7ec\ub85c \ucee8\uc13c\uc11c\uc2a4\ub97c 4.83\ub2ec\ub7ec \uc0c1\ud68c\ud588\uace0, \ub9e4\ucd9c\uc740 414\uc5b56,000\ub9cc \ub2ec\ub7ec\ub85c \uc804\ub9dd\uce58\ub97c 62\uc5b51,000\ub9cc \ub2ec\ub7ec \uc6c3\ub3cc\uc558\ub2e4. \uacf5\uae09 \ud0c0\uc774\ud2b8\uc640 AI \ub370\uc774\ud130\uc13c\ud130 \uc218\uc694\uac00 \uba54\ubaa8\ub9ac \uac00\uaca9\uc744 \ub04c\uc5b4\uc62c\ub9ac\uba74\uc11c \ub9e4\ucd9c\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 346% \uae09\uc99d\ud588\ub2e4.<\/p>\n\n

\uc601\uc5c5\ud604\uae08\ud750\ub984\uc740 253\uc5b59,000\ub9cc \ub2ec\ub7ec\ub85c, \ud68c\uacc4\uc5f0\ub3c4 2\ubd84\uae30(119\uc5b5 \ub2ec\ub7ec)\uc640 \uc804\ub144 \ub3d9\uae30(46\uc5b51,000\ub9cc \ub2ec\ub7ec) \ub300\ube44 \ud06c\uac8c \ub298\uc5c8\ub2e4. DRAM\uacfc HBM(\uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac) \uac00\uaca9 \uac15\uc138\ub85c 3\ubd84\uae30 \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960\uc740 84.6%\uae4c\uc9c0 \uc0c1\uc2b9\ud588\uc73c\uba70, SSD \ub9e4\ucd9c\uc740 \uc804\ubd84\uae30 \ub300\ube44 \ub450 \ubc30\ub85c \uc99d\uac00\ud574 50\uc5b5 \ub2ec\ub7ec\ub97c \uae30\ub85d\ud588\ub2e4. \ud68c\uc0ac\ub294 AI \uad00\ub828 \ub9e4\ucd9c\uc774 \uc5f0 1,000\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \u2018AI \ub7f0\ub808\uc774\ud2b8\u2019\ub85c \uc6b4\uc6a9\ub418\uace0 \uc788\ub2e4\uace0 \ubc1d\ud614\uace0, 8\uc6d4\uc5d0 \uc885\ub8cc\ub418\ub294 \ud68c\uacc4\uc5f0\ub3c4 4\ubd84\uae30 \uac00\uc774\ub358\uc2a4\ub85c \ub9e4\ucd9c \uc57d 500\uc5b5 \ub2ec\ub7ec, \uc870\uc815 EPS 31.00\ub2ec\ub7ec, \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960 86%\ub97c \uc81c\uc2dc\ud588\ub2e4.<\/p>\n\n

\uc2dc\uc7a5 \uc2ec\ub9ac\uc640 \uc635\uc158 \uc2dc\uc0ac\uc810<\/h3>\n\n

\ub300\uaddc\ubaa8 \uc2e4\uc801 \uc11c\ud504\ub77c\uc774\uc988\uc640 \uc2dc\uac04\uc678 15% \uae09\ub4f1\uc744 \uac10\uc548\ud558\uba74, \ub9c8\uc774\ud06c\ub860 \uc8fc\uac00\ub294 \ub2e4\uc74c \uac70\ub798\uc77c \ud070 \ud3ed\uc758 \uac2d \uc0c1\uc2b9\uc744 \ud1b5\ud574 1,200\ub2ec\ub7ec\ub97c \ud06c\uac8c \uc0c1\ud68c\ud558\ub294 \uc218\uc900\uc5d0\uc11c \uac70\ub798\ub420 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4. \uc774\ubc88 \u2018\ube14\ub85c\uc544\uc6c3\u2019 \uc2e4\uc801\uc740 AI \uc778\ud504\ub77c \ud22c\uc790(\ube4c\ub4dc\uc544\uc6c3)\uac00 \uc9c0\uc18d\ub418\ub294 \uac00\uc6b4\ub370 \uba54\ubaa8\ub9ac \uc139\ud130\uc758 \uadf9\ub2e8\uc801\uc778 \uac00\uaca9\uacb0\uc815\ub825\uc774 \ud655\uc778\ub410\ub2e4\ub294 \uc758\ubbf8\ub2e4. \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \ubc18\ub3c4\uccb4 \uc5c5\uc885 \uc804\ubc18\uc5d0 \ub300\ud55c \ud22c\uc790\uc2ec\ub9ac\uac00 \ub9e4\uc6b0 \uac15\ud558\uac8c \uac1c\uc120\ub420 \uc804\ub9dd\uc774\ub2e4.<\/p>\n\n

\ub9c8\uc774\ud06c\ub860 \uc635\uc158\uc758 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(IV)\uc740 \uac1c\uc7a5 \uc774\ud6c4 \uae09\ub77d\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc73c\uba70, \uc774\ub978\ubc14 \u2018IV \ud06c\ub7ec\uc2dc(\ubcc0\ub3d9\uc131 \ubd95\uad34)\u2019\uac00 \ub098\ud0c0\ub0a0 \uc218 \uc788\ub2e4. \ub530\ub77c\uc11c \ud604 \uc2dc\uc810\uc5d0\uc11c \ud48b\uc774\ub098 \ucf5c\uc744 \ub2e8\uc21c \ub9e4\uc218\ud558\ub294 \uc804\ub7b5\uc740 \ube44\uc6a9\uc774 \ube44\uc2f8\uace0 \ube44\ud6a8\uc728\uc801\uc77c \uc218 \uc788\ub2e4. \uc0c8\ub85c\uc6b4 \uac00\uaca9 \ub808\ubca8\uc774 \uc720\uc9c0\ub420 \uac83\uc73c\ub85c \ubcf4\ub294 \ud22c\uc790\uc790\ub77c\uba74, \uc8fc\uac00\uc758 \uc678\uac00\uaca9 \ud48b\uc744 \ub9e4\ub3c4\ud558\ub294 \ub4f1 \ud504\ub9ac\ubbf8\uc5c4 \ub9e4\ub3c4 \uc804\ub7b5\uc774 \ub354 \ub098\uc740 \uc704\ud5d8\ub300\ube44\uc218\uc775(\ub9ac\uc2a4\ud06c-\ub9ac\uc6cc\ub4dc)\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n

\uc139\ud130 \ud2b8\ub80c\ub4dc, \uc804\ub7b5, \uc804\ub9dd<\/h3>\n\n

\uc774\ubc88 \uac15\uc138\ub294 \ub9c8\uc774\ud06c\ub860\ub9cc\uc758 \ud604\uc0c1\uc774 \uc544\ub2c8\ub2e4. 2026\ub144 \ub4e4\uc5b4 SOX(\ud544\ub77c\ub378\ud53c\uc544 \ubc18\ub3c4\uccb4) \uc9c0\uc218\ub294 \uc5f0\ucd08 \ub300\ube44 \uc774\ubbf8 35% \uc0c1\uc2b9\ud588\ub2e4. \ubc18\ub3c4\uccb4\uc0b0\uc5c5\ud611\ud68c(SIA)\uc758 \ucd5c\uadfc \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 5\uc6d4 \uba54\ubaa8\ub9ac\uce69 \uc8fc\ubb38\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 45% \uc99d\uac00\ud588\uc73c\uba70, \uc774\ub294 \ub9c8\uc774\ud06c\ub860\uc774 \uc5b8\uae09\ud55c \uac15\ud55c \uc218\uc694\ub97c \ub4b7\ubc1b\uce68\ud55c\ub2e4. \uc774\ub294 \uae30\uc5c5 \uac1c\ubcc4 \uc774\ubca4\ud2b8\ub77c\uae30\ubcf4\ub2e4 \uc139\ud130 \uc804\ubc18\uc758 \uc21c\ud48d(\ud14c\uc77c\uc708\ub4dc)\uc73c\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n\n

\ub9c8\uc774\ud06c\ub860\uc774 \uacf5\uae09 \ud0c0\uc774\ud2b8\uac00 2027\ub144 \uc774\ud6c4\uae4c\uc9c0 \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4\uace0 \uc804\ub9dd\ud55c \uc810\uc744 \uac10\uc548\ud558\uba74, \uc774\ubc88 \ud750\ub984\uc774 \ub2e8\uae30 \u2018\ubc18\uc9dd\u2019\uc5d0 \uadf8\uce58\uc9c0 \uc54a\uc744 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \ub2e4\ub978 AI \ud558\ub4dc\uc6e8\uc5b4 \uacf5\uae09\uc5c5\uccb4\uc5d0\uc11c\ub3c4 \ucd08\uae30 \ud3ed\ubc1c\uc801 \uc2e4\uc801 \ubc1c\ud45c \uc774\ud6c4 \uc5ec\ub7ec \ubd84\uae30\uc5d0 \uac78\uccd0 \uac15\ud55c \uc0c1\uc2b9 \ucd94\uc138\uac00 \uc9c0\uc18d\ub418\ub294 \ud328\ud134\uc774 \uad00\ucc30\ub3fc \uc654\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud5a5\ud6c4 \uc218\uc8fc \ub0b4 \uc57d\uc138\uac00 \ub098\ud0c0\ub098\ub354\ub77c\ub3c4 \ud380\ub354\uba58\ud138 \ud6fc\uc190\uc774 \uc544\ub2cc \uae30\uc220\uc801 \uc870\uc815\uc73c\ub85c \ubcf4\ub294 \uc2dc\uac01\uc774 \uc720\ud6a8\ud558\ub2e4.<\/p>\n\n

\ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548\uc740 \uc0c8\ub85c\uc6b4 \uc608\uc0c1 \uac70\ub798 \ubc94\uc704 \ud558\ub2e8 \uc544\ub798(\uc608: 1,100~1,150\ub2ec\ub7ec \uad6c\uac04) \ud589\uc0ac\uac00\ub85c \ud48b \ud06c\ub808\ub527 \uc2a4\ud504\ub808\ub4dc(\ud48b \ub9e4\ub3c4 \uc2a4\ud504\ub808\ub4dc)\ub97c \uc124\uc815\ud574 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc218\ucde8\ud558\ub294 \uc804\ub7b5\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \ud574\ub2f9 \uc804\ub7b5\uc740 \uc2dc\uac04\uac00\uce58 \uac10\uc18c(\uc138\ud0c0)\uc640 \ubcc0\ub3d9\uc131 \ud558\ub77d\uc758 \uc218\ud61c\ub97c \ub3d9\uc2dc\uc5d0 \ub178\ub9ac\uba74\uc11c, \ub9ac\uc2a4\ud06c\ub97c \uc81c\ud55c\ud55c \ucc44 \uc8fc\uac00 \ubc29\ud5a5\uc131\uc5d0 \ub300\ud574 \u2018\uac15\uc138~\uc911\ub9bd\u2019 \ud3ec\uc9c0\uc158\uc744 \uc720\uc9c0\ud558\ub3c4\ub85d \uc124\uacc4\ub41c\ub2e4.<\/p>\n\n

\ub2e4\ub9cc \uc774\ucc98\ub7fc \uae09\uaca9\ud55c \uc8fc\uac00 \uc0c1\uc2b9 \uc774\ud6c4 \uba70\uce60\uac04 \ucc28\uc775\uc2e4\ud604 \ub9e4\ubb3c\uc774 \ucd9c\ud68c\ub420 \uac00\ub2a5\uc131\uc740 \uacbd\uacc4\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 8\uc6d4 \ubd84\uae30\uc5d0 \ub300\ud55c \ud68c\uc0ac\uc758 \ub9e4\uc6b0 \uac15\ud55c \uac00\uc774\ub358\uc2a4\ub294 \uc870\uc815 \uc2dc \uc2dc\uc7a5\uc774 \uc774\ub97c \ub9e4\uc218 \uae30\ud68c\ub85c \ubc1b\uc544\ub4e4\uc77c \uac00\ub2a5\uc131\uc744 \ub192\uc778\ub2e4. \uc0c1\uc2b9 \ubaa8\uba58\ud140\uc758 \uc9c0\uc18d \ud655\ub960\uc774 \ub192\uc740 \ub9cc\ud07c, \uc8fc\uac00\uac00 \uc548\uc815\uc801\uc774\uac70\ub098 \uc0c1\uc2b9\ud560 \ub54c \uc218\uc775\uc774 \ub098\ub294 \uc804\ub7b5\ub4e4\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \uc720\ub9ac\ud574 \ubcf4\uc778\ub2e4.<\/p>\n\n\n\n

\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 \u2014 VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 \uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"

\u201cAI \uba54\ubaa8\ub9ac \uc288\ud37c\uc0ac\uc774\ud074 \uc7ac\uc810\ud654?\u201d \ub9c8\uc774\ud06c\ub860 3\ubd84\uae30 EPS\u00b7\ub9e4\ucd9c \uc5b4\ub2dd\uc11c\ud504\ub77c\uc774\uc988\uc5d0 \uc2dc\uac04\uc678 15% \uae09\ub4f1. \uacf5\uae09 \ud0c0\uc774\ud2b8\u00b7HBM \uac15\uc138\ub85c \ub9c8\uc9c4 \uae09\ub4f1, 4\ubd84\uae30 500\uc5b5\ub2ec\ub7ec \uac00\uc774\ub358\uc2a4. IV \ud06c\ub7ec\uc2dc\ub85c \ud504\ub9ac\ubbf8\uc5c4 \ub9e4\ub3c4 \uc720\ub9ac.<\/p>\n","protected":false},"author":87,"featured_media":50245,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50246","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\/50246","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=50246"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/50246\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/50245"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=50246"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=50246"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=50246"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}