{"id":50500,"date":"2026-06-30T02:22:19","date_gmt":"2026-06-30T02:22:19","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/%eb%a7%88%ec%9d%b4%ed%81%ac%eb%a1%a0-%ec%86%8c%ec%86%a1%c2%b7%ed%95%9c%ea%b5%ad-%ec%a6%9d%ec%84%a4-%ea%b3%84%ed%9a%8d%ec%97%90-%eb%a9%94%eb%aa%a8%eb%a6%ac-%ec%82%ac%ec%9d%b4%ed%81%b4-%ec%a0%84\/"},"modified":"2026-06-30T02:22:19","modified_gmt":"2026-06-30T02:22:19","slug":"%eb%a7%88%ec%9d%b4%ed%81%ac%eb%a1%a0-%ec%86%8c%ec%86%a1%c2%b7%ed%95%9c%ea%b5%ad-%ec%a6%9d%ec%84%a4-%ea%b3%84%ed%9a%8d%ec%97%90-%eb%a9%94%eb%aa%a8%eb%a6%ac-%ec%82%ac%ec%9d%b4%ed%81%b4-%ec%a0%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%a7%88%ec%9d%b4%ed%81%ac%eb%a1%a0-%ec%86%8c%ec%86%a1%c2%b7%ed%95%9c%ea%b5%ad-%ec%a6%9d%ec%84%a4-%ea%b3%84%ed%9a%8d%ec%97%90-%eb%a9%94%eb%aa%a8%eb%a6%ac-%ec%82%ac%ec%9d%b4%ed%81%b4-%ec%a0%84\/","title":{"rendered":"\ub9c8\uc774\ud06c\ub860, \uc18c\uc1a1\u00b7\ud55c\uad6d \uc99d\uc124 \uacc4\ud68d\uc5d0 \uba54\ubaa8\ub9ac \uc0ac\uc774\ud074 \uc804\ub9dd \ud754\ub4e4\ub9ac\uba70 \uc7a5 \ucd08\ubc18 \uae09\ub77d\ud3ed \ucd95\uc18c"},"content":{"rendered":"<p>\ub9c8\uc774\ud06c\ub860\ud14c\ud06c\ub180\ub85c\uc9c0(MU)\ub294 \uc6d4\uc694\uc77c \uc7a5 \ucd08\ubc18 \uae09\ub77d\uc744 \ub9cc\ud68c\ud558\uba70 \ubc18\ub4f1\ud588\ub2e4. \uac1c\uc7a5 \ud6c4 \uccab 1\uc2dc\uac04 \ub3d9\uc548 \ud55c\ub54c 9.6%\uae4c\uc9c0 \ubc00\ub838\uc73c\ub098, \uacb0\uad6d 0.9% \uc624\ub978 1,142\ub2ec\ub7ec\uc5d0 \ub9c8\uac10\ud588\ub2e4. \ub098\uc2a4\ub2e5\uc885\ud569\uc9c0\uc218\uac00 2% \uc774\uc0c1 \uc0c1\uc2b9\ud55c \uac83\uc774 \ubc18\ub3c4\uccb4 \uc5c5\uc885 \uc804\ubc18\uc744 \ub04c\uc5b4\uc62c\ub9ac\uba70, \uc774\ub978\ubc14 \u2018\ub9e4\uadf8\ub2c8\ud53c\uc13c\ud2b8 7\u2019 \uc57d\uc138\uc640 \uc5f0\ub3d9\ub41c \ubc18\ub3c4\uccb4\uc8fc \uc870\uc815 \uc774\ud6c4 \ud22c\uc790\uc2ec\ub9ac \ud68c\ubcf5\uc5d0 \ud798\uc744 \ubcf4\ud0f0\ub2e4. \uc55e\uc11c \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc2e0\uaddc \uc99d\uc124 \ubc1c\ud45c\uac00 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud55c \ub370 \uc774\uc5b4, \ub9c8\uc774\ud06c\ub860\u00b7\uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4\uac00 DRAM \uac00\uaca9 \ub2f4\ud569\uc5d0 \uad00\uc5ec\ud588\ub2e4\ub294 \uc9d1\ub2e8\uc18c\uc1a1\uc774 \ubd80\uc0c1\ud558\uba70 \ubcc0\ub3d9\uc131\uc744 \ud0a4\uc6e0\ub2e4.<\/p>\n<p>\ud574\ub2f9 \uc18c\uc1a1\uc740 6\uc6d4 25\uc77c(\ubaa9) \ubbf8\uad6d \uce98\ub9ac\ud3ec\ub2c8\uc544 \uc5f0\ubc29\ubc95\uc6d0\uc5d0 \uc81c\uae30\ub410\ub2e4. \uc18c\uc7a5\uc5d0\uc11c \uc6d0\uace0 \uce21\uc740 AI \ubd90 \uad6d\uba74\uc5d0\uc11c 3\uc0ac\uac00 DRAM \uacf5\uae09\uc744 \uc81c\ud55c\ud588\uc73c\uba70, 4\ub144\uac04 \uac00\uaca9\uc774 500%~700% \uc0c1\uc2b9\ud588\ub2e4\uace0 \uc8fc\uc7a5\ud588\ub2e4. \ubcc4\ub3c4\ub85c \ud55c\uad6d\uc740 5,180\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ubbfc\uad00 \ud569\ub3d9 \ubc18\ub3c4\uccb4 \ud655\uc7a5 \uacc4\ud68d\uc744 \uc81c\uc2dc\ud588\uc73c\uba70, \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub294 \uac01\uac01 \uad6d\ub0b4 \ub0a8\uc11c\ubd80 \uc9c0\uc5ed\uc5d0 2\uac1c\uc758 \ud339\uc744 \uac74\uc124\ud560 \uacc4\ud68d\uc774\ub2e4. \uc81c\ud504\ub9ac\uc2a4(Jefferies)\ub294 \uba54\ubaa8\ub9ac \uac00\uaca9\uc774 \ub2e4\uc74c \ubd84\uae30\uc5d0 40%~50% \uc0c1\uc2b9\ud55c \ub4a4, \uadf8 \ub2e4\uc74c \ubd84\uae30\uc5d0\ub3c4 30%~40% \uc624\ub97c \uc218 \uc788\ub2e4\uace0 \uc804\ub9dd\ud588\ub2e4. \ub9c8\uc774\ud06c\ub860\uc740 \uc7a5\uc911 1,023\ub2ec\ub7ec\uae4c\uc9c0 \ub0b4\ub824\uac00\uba70 \uc2dc\uac00\ucd1d\uc561 \uae30\uc900 10% \uc774\uc0c1 \uae09\ubcc0\ud558\ub294 \ud750\ub984\uc744 \ubcf4\uc600\uace0, \uc2dc\uc7a5\uc5d0\uc11c \uac70\ub860\ub41c \uae30\uc220\uc801 \uad6c\uac04\uc73c\ub85c\ub294 960~1,000\ub2ec\ub7ec, 818\ub2ec\ub7ec, \uadf8\ub9ac\uace0 1,400\ub2ec\ub7ec \uc0c1\ud5a5 \ub3cc\ud30c \uac00\ub2a5\uc131\uc774 \uc81c\uc2dc\ub410\ub2e4. \ucc38\uace0 \uc2dc\uc810\uc73c\ub85c\ub294 5\uc6d4 1\uc77c, 5\uc6d4 19\uc77c, 6\uc6d4 9\uc77c, 6\uc6d4 24\uc77c\uc774 \uc5b8\uae09\ub410\ub2e4.<\/p>\n<h3>\uae30\uc220\uc801 \uc2e0\ud638\uc640 \uc635\uc158\uc2dc\uc7a5 \ub3d9\ud5a5<\/h3>\n<p>\uc804\uc77c \ub9c8\uc774\ud06c\ub860\uc5d0\uc11c \ub098\ud0c0\ub09c \uc7a5\uc911 10%\uc5d0 \ub2ec\ud558\ub294 \ub300\uaddc\ubaa8 \ubc18\uc804\uc740 \uc911\uc694\ud55c \uae30\uc220\uc801 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4. \uc8fc\uac00\ub294 5\uc6d4 \uc774\ud6c4 \uc5ec\ub7ec \ucc28\ub840\uc640 \ub9c8\ucc2c\uac00\uc9c0\ub85c \ud558\ub2e8 \ucd94\uc138\uc120\uc5d0\uc11c \uac15\ud55c \uc9c0\uc9c0\ub97c \ud655\uc778\ud588\ub2e4. \uc774\ub294 \uc800\uac00\ub9e4\uc218\uc138\uac00 \uc5ec\uc804\ud788 \ud65c\ubc1c\ud558\uba70, \ub2e8\uae30 \uc0c1\uc2b9 \ucd94\uc138\uac00 \uc720\uc9c0\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc5d0\uc11c\ub294 \ud070 \ud3ed\uc758 \ubcc0\ub3d9\uc744 \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc635\uc158 \ud2b8\ub808\uc774\ub354\uc5d0\uac8c \uc720\ub9ac\ud55c \ud658\uacbd\uc774\ub2e4. \ub9c8\uc774\ud06c\ub860 \uc635\uc158\uc758 30\uc77c \ub0b4\uc7ac\ubcc0\ub3d9\uc131(IV)\uc740 65%\ub97c \uc6c3\ub3cc\uba70, \uc9c0\ub09c\ub2ec \ud3c9\uade0 40% \uc218\uc900\uc5d0\uc11c \uae09\ub4f1\ud588\ub2e4. \uc774\ub294 \ubc29\ud5a5\uc131 \ubca0\ud305\ubcf4\ub2e4 \uc608\uc0c1\ub418\ub294 \uac00\uaca9 \uc9c4\ud3ed\uc744 \uac70\ub798\ud560 \uae30\ud68c\ub85c \ubcf8\ub2e4\ub294 \ud574\uc11d\uc774 \uac00\ub2a5\ud558\ub2e4.<\/p>\n<p>\ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc758 \uadf9\uc2ec\ud55c \uacf5\uae09 \ud0c0\uc774\ud2b8(\uacf5\uae09 \ubd80\uc871)\ub85c \uc778\ud574 \uc8fc\uac00\uc758 \uc6b0\uc0c1\ud5a5 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\uace0 \ud310\ub2e8\ud55c\ub2e4. TrendForce\uc758 \ucd5c\uadfc \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 AI \uc11c\ubc84\uc5d0 \ud575\uc2ec\uc778 HBM \uce69 \uc218\uc694\ub294 \uc804\ub144 \ub300\ube44 150% \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc774\ub294 \ub2e8\uae30 \uba54\ubaa8\ub9ac \uac00\uaca9\uc774 40% \uc774\uc0c1 \uc0c1\uc2b9\ud560 \uc218 \uc788\ub2e4\ub294 \uc804\ub9dd\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud5a5\ud6c4 3~6\uac1c\uc6d4 \ub9cc\uae30\uc758 \ucf5c\uc635\uc158 \ub9e4\uc218\ub294 1,400\ub2ec\ub7ec \ubaa9\ud45c\uac00\ub97c \ud5a5\ud55c \ub7a0\ub9ac\ub97c \ud3ec\ucc29\ud558\ub294 \uc804\ub7b5\uc73c\ub85c \ub9e4\ub825\uc801\uc77c \uc218 \uc788\ub2e4.<\/p>\n<h3>\uacf5\uae09 \uc0ac\uc774\ud074 \ubcc0\ud654\uc640 \uc7a5\uae30 \ub9ac\uc2a4\ud06c<\/h3>\n<p>\ub2e4\ub9cc \uc0ac\uc774\ud074 \uc804\ud658 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \ud55c\uad6d\uc5d0\uc11c 4\uac1c\uc758 \uc2e0\uaddc \ud339\uc774 \ucd94\uc9c4\ub41c\ub2e4\ub294 \ubc1c\ud45c\ub294 \uc218\ub144 \ub0b4 \ub300\uaddc\ubaa8 \uacf5\uae09 \uc99d\uac00\uac00 \ud604\uc2e4\ud654\ub420 \uc218 \uc788\uc74c\uc744 \uacbd\uace0\ud55c\ub2e4. 2017~2018\ub144 \uba54\ubaa8\ub9ac \uc288\ud37c\uc0ac\uc774\ud074 \uc774\ud6c4 \uc774\ub4ec\ud574 DRAM \uac00\uaca9\uc774 \uc57d 80% \uae09\ub77d\ud588\ub358 \uc804\ub840\ub97c \uac10\uc548\ud558\uba74, 2028\ub144 \ub9cc\uae30\uc758 \uc7a5\uae30 \ud48b\uc635\uc158\uc744 \ud5e4\uc9c0 \uc218\ub2e8\uc73c\ub85c \ub9e4\uc218\ud558\ub294 \uc804\ub7b5\uc774 \uac70\ub860\ub420 \uc218 \uc788\ub2e4.<\/p>\n<p>\uac00\uaca9 \ub2f4\ud569 \uad00\ub828 \uc9d1\ub2e8\uc18c\uc1a1 \uc5ed\uc2dc \uc2dc\uc7a5\uc774 \ud604\uc7ac \uacfc\uc18c\ud3c9\uac00\ud558\uace0 \uc788\ub294 \uc911\ub300\ud55c \uc7a5\uae30 \ub9ac\uc2a4\ud06c\ub85c \uc9c0\ubaa9\ub41c\ub2e4. \uc5c5\uacc4\uac00 \uc774 \uac19\uc740 \ud610\uc758\ub97c \ubc1b\uc740 \uac83\uc774 \ucc98\uc74c\uc740 \uc544\ub2c8\uba70, 2000\ub144\ub300 \ucd08\ubc18\uc758 \ub300\ud615 \uc0ac\uac74\uc5d0\uc11c\ub294 \uc8fc\uc694 \uc5c5\uccb4\ub4e4\uc774 7\uc5b53,000\ub9cc \ub2ec\ub7ec\ub97c \ub118\ub294 \ubc8c\uae08\uc744 \ubd80\uacfc\ubc1b\uc740 \ubc14 \uc788\ub2e4. \uc774\ubc88 \uc18c\uc1a1\uc774 \uc2e4\uc9c8\uc801\uc73c\ub85c \uc9c4\uc804\ub418\uace0 \uc788\ub2e4\ub294 \uc2e0\ud638\uac00 \ud3ec\ucc29\ub420 \uacbd\uc6b0, \uc57d\uc138 \ud3ec\uc9c0\uc158\uc744 \ud655\ub300\ud574\uc57c \ud558\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><b>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 \u2014 VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr-asia\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"<p>\u201c\uae09\ub77d\uc7a5\uc11c V\uc790 \ubc18\uc804\u201d \ub9c8\uc774\ud06c\ub860, \ub098\uc2a4\ub2e5 \ub7a0\ub9ac\uc5d0 9.6% \ub099\ud3ed \ub9cc\ud68c. DRAM \ub2f4\ud569\uc18c\uc1a1\u00b7\ud55c\uad6d \uc99d\uc124\ub85c \ubcc0\ub3d9\uc131\u2191, HBM \ud0c0\uc774\ud2b8\uc5d0 IV 65%\u00b7\uac00\uaca9\uc0c1\uc2b9 \uae30\ub300 \uc18d \uc7a5\uae30 \ub9ac\uc2a4\ud06c \ubd80\uac01.<\/p>\n","protected":false},"author":87,"featured_media":50259,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-50500","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.1.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u201c\uae09\ub77d\uc7a5\uc11c V\uc790 \ubc18\uc804\u201d \ub9c8\uc774\ud06c\ub860, \ub098\uc2a4\ub2e5 \ub7a0\ub9ac\uc5d0 9.6% \ub099\ud3ed \ub9cc\ud68c. DRAM \ub2f4\ud569\uc18c\uc1a1\u00b7\ud55c\uad6d \uc99d\uc124\ub85c \ubcc0\ub3d9\uc131\u2191, HBM \ud0c0\uc774\ud2b8\uc5d0 IV 65%\u00b7\uac00\uaca9\uc0c1\uc2b9 \uae30\ub300 \uc18d \uc7a5\uae30 \ub9ac\uc2a4\ud06c \ubd80\uac01.\" \/>\n\t<meta name=\"robots\" content=\"max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%a7%88%ec%9d%b4%ed%81%ac%eb%a1%a0-%ec%86%8c%ec%86%a1%c2%b7%ed%95%9c%ea%b5%ad-%ec%a6%9d%ec%84%a4-%ea%b3%84%ed%9a%8d%ec%97%90-%eb%a9%94%eb%aa%a8%eb%a6%ac-%ec%82%ac%ec%9d%b4%ed%81%b4-%ec%a0%84\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO Pro (AIOSEO) 5.0.1.1\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"VT Markets\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"\ub9c8\uc774\ud06c\ub860, \uc18c\uc1a1\u00b7\ud55c\uad6d \uc99d\uc124 \uacc4\ud68d\uc5d0 \uba54\ubaa8\ub9ac \uc0ac\uc774\ud074 \uc804\ub9dd \ud754\ub4e4\ub9ac\uba70 \uc7a5 \ucd08\ubc18 \uae09\ub77d\ud3ed \ucd95\uc18c - VT Markets\" \/>\n\t\t<meta property=\"og:description\" content=\"\u201c\uae09\ub77d\uc7a5\uc11c V\uc790 \ubc18\uc804\u201d \ub9c8\uc774\ud06c\ub860, \ub098\uc2a4\ub2e5 \ub7a0\ub9ac\uc5d0 9.6% \ub099\ud3ed \ub9cc\ud68c. DRAM \ub2f4\ud569\uc18c\uc1a1\u00b7\ud55c\uad6d \uc99d\uc124\ub85c \ubcc0\ub3d9\uc131\u2191, HBM \ud0c0\uc774\ud2b8\uc5d0 IV 65%\u00b7\uac00\uaca9\uc0c1\uc2b9 \uae30\ub300 \uc18d \uc7a5\uae30 \ub9ac\uc2a4\ud06c \ubd80\uac01.\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%a7%88%ec%9d%b4%ed%81%ac%eb%a1%a0-%ec%86%8c%ec%86%a1%c2%b7%ed%95%9c%ea%b5%ad-%ec%a6%9d%ec%84%a4-%ea%b3%84%ed%9a%8d%ec%97%90-%eb%a9%94%eb%aa%a8%eb%a6%ac-%ec%82%ac%ec%9d%b4%ed%81%b4-%ec%a0%84\/\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2026-06-30T02:22:19+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2026-06-30T02:22:19+00:00\" \/>\n\t\t<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/vtmarketsglobal\/\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n\t\t<meta name=\"twitter:site\" content=\"@vtmarketsglobal\" \/>\n\t\t<meta name=\"twitter:title\" content=\"\ub9c8\uc774\ud06c\ub860, \uc18c\uc1a1\u00b7\ud55c\uad6d \uc99d\uc124 \uacc4\ud68d\uc5d0 \uba54\ubaa8\ub9ac \uc0ac\uc774\ud074 \uc804\ub9dd \ud754\ub4e4\ub9ac\uba70 \uc7a5 \ucd08\ubc18 \uae09\ub77d\ud3ed \ucd95\uc18c - VT Markets\" \/>\n\t\t<meta name=\"twitter:description\" content=\"\u201c\uae09\ub77d\uc7a5\uc11c V\uc790 \ubc18\uc804\u201d \ub9c8\uc774\ud06c\ub860, \ub098\uc2a4\ub2e5 \ub7a0\ub9ac\uc5d0 9.6% \ub099\ud3ed \ub9cc\ud68c. 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