{"id":52381,"date":"2026-08-03T10:53:14","date_gmt":"2026-08-03T10:53:14","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/chinas-ai-memory-ambition-the-global-co-nand-dram\/"},"modified":"2026-08-03T10:53:14","modified_gmt":"2026-08-03T10:53:14","slug":"chinas-ai-memory-ambition-the-global-co-nand-dram","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/opinion\/chinas-ai-memory-ambition-the-global-co-nand-dram\/","title":{"rendered":"\uc911\uad6d\uc758 AI \uba54\ubaa8\ub9ac \uc57c\uc2ec: \uae00\ub85c\ubc8c \u2018Co-NAND-DRAM\u2019"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/08\/AIConandram-1024x573.webp\" alt=\"\" class=\"wp-image-64112\"\/><figcaption class=\"wp-element-caption\">\uad6d\uacbd\uc744 \ub118\uc5b4 \uac00\uc5f4\ub418\ub294 AI \uba54\ubaa8\ub9ac \uacbd\uc7c1<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc62c\ud574 CXMT\uc758 \uae30\uc5c5\uac00\uce58\uac00 \uae09\ub4f1\ud558\uc790 \ud22c\uc790\uc790\ub4e4\uc740 \ub2e8\uc21c\ud788 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \ud68c\uc0ac\ub97c \uc0b0 \uac83\uc774 \uc544\ub2c8\uc5c8\ub2e4. \ub354 \ud070 \uadf8\ub9bc, \uc989 <a href=\"https:\/\/www.abc.net.au\/news\/2026-07-30\/cxmt-stock-market-debut-memory-chips\/106965378\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc911\uad6d\uc774 AI \uc2dc\ub300\uc758 \uba54\ubaa8\ub9ac \uc778\ud504\ub77c(\uba54\ubaa8\ub9ac \uce69 \uc0dd\uc0b0\u00b7\uacf5\uae09 \uccb4\uacc4)\ub97c \uc790\uccb4 \uad6c\ucd95<\/a>\ud574 \uae00\ub85c\ubc8c \uc120\ub3c4 \uae30\uc5c5 \uc758\uc874\ub3c4\ub97c \ub0ae\ucd9c \uc218 \uc788\ub2e4\ub294 \uae30\ub300\uc5d0 \ubca0\ud305\ud55c \uac83\uc774\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub099\uad00\ub860\uc758 \uac15\ub3c4\ub294 \ucef8\ub2e4. CXMT\uc758 <a href=\"https:\/\/www.cnbc.com\/2026\/07\/31\/cxmts-sk-hynix-samsung-micron-memory-chip.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc0c1\uc7a5(\uc2dc\uc7a5 \ub370\ubdd4) \uc9c1\ud6c4 \uc2dc\uc7a5\uc758 \ud3c9\uac00\uac00 \uae09\ubcc0(\ub9ac\ub808\uc774\ud305\u00b7\uc7ac\ud3c9\uac00)<\/a>\ud588\uace0, \ud22c\uc790\uc790\ub4e4\uc740 \ud68c\uc0ac\ub97c \uae30\uc874 \uba54\ubaa8\ub9ac \uc5c5\uccb4\uc5d0 \ub9de\uc124 \u2018\uc911\uad6d \ub0b4 \ub300\ud56d\ub9c8\u2019\ub85c \ubcf4\uae30 \uc2dc\uc791\ud588\ub2e4. \uc0c1\uc7a5 \ud6c4 \uae30\uc5c5\uac00\uce58\ub294 <a href=\"https:\/\/www.cnbc.com\/2026\/07\/27\/cxmt-china-market-debut-chipmaker-ipo.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc57d 86\uc5b5\ub2ec\ub7ec<\/a>\uae4c\uc9c0 \uc62c\ub77c \uc911\uad6d\uc758 \ud575\uc2ec \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc774 \ub420 \uc218 \uc788\ub2e4\ub294 \uae30\ub300\ub97c \ubc18\uc601\ud588\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uacfc\uc815\uc5d0\uc11c <a href=\"https:\/\/www.forbes.com\/sites\/ywang\/2026\/07\/27\/cxmt-chairman-zhu-yiming-amasses-159-billion-fortune-by-growing-memory-chip-maker-into-micron-rival\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc8fc\uc774\ubc0d(\u6731\u4e00\u660e) \ud68c\uc7a5<\/a>\uc5d0 \ub300\ud55c \uad00\uc2ec\ub3c4 \ucee4\uc84c\ub2e4. CXMT\uac00 \uc911\uad6d\uc758 \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc73c\ub85c \uc131\uc7a5\ud560 \uc218 \uc788\ub2e4\ub294 \uae30\ub300\uac00 \ucee4\uc9c0\uba74\uc11c \uadf8\uc758 \uc7ac\uc0b0\ub3c4 \ud568\uaed8 \ub298\uc5c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\ub294 \uc5d4\ube44\ub514\uc544(NVIDIA)\ub9cc\ud07c \uc720\uba85\ud55c \uc774\ub984\uc774 \ub420 \uc218 \uc788\uc744\uae4c. \uacc4\uc18d \uc77d\uc5b4\ubcf4\uc790.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">AI\uc5d0\ub294 \uc18d\ub3c4\uc640 \uc800\uc7a5\uacf5\uac04\uc774 \ubaa8\ub450 \ud544\uc694\ud558\ub2e4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc744 \ubcf4\uae30 \uc804\uc5d0, \uc778\uac04\uc758 \ub1cc\uac00 \uae30\uc5b5\uc744 \ucc98\ub9ac\ud558\ub294 \ubc29\uc2dd\uc744 \ub5a0\uc62c\ub9ac\uba74 \uba54\ubaa8\ub9ac \uc5ed\ud560\uc744 \uc774\ud574\ud558\uae30 \uc27d\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6b0\ub9ac\ub294 \ub2e8\uae30 \uae30\uc5b5\uc774 \uc788\ub2e4. \uc804\ud654\ubc88\ud638\ub97c \uc7a0\uae50 \uc678\uc6b0\uac70\ub098 \ub300\ud654\ub97c \ub530\ub77c\uac08 \ub54c \uc4f0\ub294 \uae30\uc5b5\uc774\ub2e4. \ube60\ub978 \uc18d\ub3c4, \uc989\uc2dc \uc811\uadfc, \uacc4\uc18d \uac31\uc2e0\uc774 \ud544\uc694\ud558\ub2e4. \ucef4\ud4e8\ud130\ub85c \uce58\uba74 <strong>DRAM<\/strong>(\ub514\ub7a8: \uc791\uc5c5 \uc911\uc778 \ub370\uc774\ud130\ub97c \ube60\ub974\uac8c \uaebc\ub0b4 \uc4f0\ub294 \ud718\ubc1c\uc131 \uba54\ubaa8\ub9ac)\uacfc \ube44\uc2b7\ud558\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610 \uc7a5\uae30 \uae30\uc5b5\uc774 \uc788\ub2e4. \uc0ac\uc9c4, \uacbd\ud5d8, \uc815\ubcf4\ucc98\ub7fc \uc624\ub798 \uc800\uc7a5\ud558\ub294 \uae30\uc5b5\uc774\ub2e4. \uc989\uac01\uc801\uc778 \uc18d\ub3c4\ubcf4\ub2e4 \uc800\uc7a5 \uc6a9\ub7c9, \uc548\uc815\uc131, \ud6a8\uc728\uc774 \uc911\uc694\ud558\ub2e4. \ucef4\ud4e8\ud130\uc5d0\uc11c\ub294 <strong>NAND \uc800\uc7a5\uc7a5\uce58<\/strong>(\ub0b8\ub4dc: \uc804\uc6d0\uc774 \uaebc\uc838\ub3c4 \ub370\uc774\ud130\uac00 \ub0a8\ub294 \ube44\ud718\ubc1c\uc131 \uc800\uc7a5 \uba54\ubaa8\ub9ac)\uac00 \uc774 \uc5ed\ud560\uc744 \ud55c\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\">\uc778\uac04\uc758 \uae30\uc5b5<\/td><td class=\"has-text-align-center\" data-align=\"center\">\ucef4\ud4e8\ud130 \uba54\ubaa8\ub9ac<\/td><td class=\"has-text-align-center\" data-align=\"center\">\uc911\uad6d \uae30\uc5c5<\/td><\/tr><tr><td>\ub2e8\uae30 \uae30\uc5b5<\/td><td>DRAM<\/td><td>CXMT<\/td><\/tr><tr><td>\uc7a5\uae30 \uae30\uc5b5<\/td><td>NAND<\/td><td>YMTC<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uae00\ub85c\ubc8c \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc740 \uc0bc\uc131\uc804\uc790, <a href=\"https:\/\/www.vtmarkets.com\/learn\/is-sk-hynix-skhy-the-next-big-ai-semiconductor-trade\/\" target=\"_blank\" rel=\"noopener\" title=\"\">SK\ud558\uc774\ub2c9\uc2a4<\/a>, \ub9c8\uc774\ud06c\ub860 3\uc0ac\uac00 \uc0ac\uc2e4\uc0c1 DRAM \uacf5\uae09\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud55c\ub2e4. CXMT\ub294 \uc5f0\uc0b0\uc5d0 \uc4f0\uc774\ub294 DRAM \ubd84\uc57c\uc5d0\uc11c <a href=\"https:\/\/www.forbes.com\/sites\/ywang\/2026\/07\/27\/cxmt-chairman-zhu-yiming-amasses-159-billion-fortune-by-growing-memory-chip-maker-into-micron-rival\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc8fc\uc694 \uc5c5\uccb4<\/a>\uac00 \ub418\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud55c\ub2e4. YMTC\ub294 \ub300\uaddc\ubaa8 \ub370\uc774\ud130\ub97c \ub2f4\uc544\ub450\ub294 NAND\uc5d0 \uc9d1\uc911\ud55c\ub2e4. \uae30\uc220\uc740 \ub2e4\ub974\uc9c0\ub9cc \uc5ed\ud560\uc740 AI \uc2dc\ub300\uc5d0 \ud544\uc694\ud55c \u2018\uc911\uad6d \ub0b4 \ubc18\ub3c4\uccb4 \uc0dd\ud0dc\uacc4(\uc124\uacc4\u00b7\uc81c\uc870\u00b7\uc18c\uc7ac\u00b7\uc7a5\ube44\uae4c\uc9c0 \uc774\uc5b4\uc9c0\ub294 \uc0b0\uc5c5 \uad6c\uc870)\u2019\ub97c \ub354 \uc644\uc131\ud615\uc73c\ub85c \ub9cc\ub4dc\ub294 \ub370 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI \ubd90\uc774 \uba54\ubaa8\ub9ac\ub97c \u2018\ud575\uc2ec \uc790\uc0b0\u2019\uc73c\ub85c \ub9cc\ub4e4\ub2e4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI\uac00 \uba54\ubaa8\ub9ac \uc218\uc694\ub97c \ub9cc\ub4e0 \uac83\uc740 \uc544\ub2c8\uc9c0\ub9cc, \uc218\uc694\ub97c \ud06c\uac8c \ud0a4\uc6e0\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image wp-duotone-ffffff-0693e3-1\"><a href=\"https:\/\/www.fortunebusinessinsights.com\/high-bandwidth-memory-hbm-market-110857\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/08\/codeMjA2OTUxN2MyYzM5NWZiMTZmNGE3ZjFiN2VhMGM3ZmRfVk9CNlpvcTZ1Z3JWbWRRdVhHdEFHZ3JjcVl6a1BHT0hfVG9rZW46TTVGRWJtZ3llb21Ya2J4cjRvZmxmc0ZQZ2piXzE3ODU3NDk0MjE6MTc4NTc1MzAyMV9WNAampadd_watermarktrueampscene_typeCCM.png\" alt=\"\"\/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">AI \uc2dc\uc2a4\ud15c\uc5d0 \uc4f0\uc774\ub294 \uace0\uc131\ub2a5 \uba54\ubaa8\ub9ac\ub294 \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ube60\ub974\uac8c \ucee4\uc9c0\ub294 \ubd84\uc57c \uc911 \ud558\ub098\ub2e4. \uae30\uc5c5\ub4e4\uc774 \ub354 \ud070 AI \ubaa8\ub378\uacfc \ub370\uc774\ud130\uc13c\ud130(\uc11c\ubc84\ub97c \ub300\uaddc\ubaa8\ub85c \ubaa8\uc544 \uc6b4\uc601\ud558\ub294 \uc2dc\uc124)\uc5d0 \ud22c\uc790\ud558\uba74\uc11c HBM \uc218\uc694\ub294 \ube60\ub974\uac8c \ub298 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\ud615 AI \ubaa8\ub378\uc740 \ub9c9\ub300\ud55c \ub370\uc774\ud130\ub97c \ud544\uc694\ub85c \ud55c\ub2e4. \uc77c\ubd80\ub294 \uc800\uc7a5\ub3fc\uc57c \ud558\uace0, \uc77c\ubd80\ub294 \ube60\ub974\uac8c \ubd88\ub7ec\uc640 \ucc98\ub9ac\ub3fc\uc57c \ud55c\ub2e4. NAND\ub294 AI\uac00 \ud559\uc2b5\uc5d0 \uc4f0\ub294 \uc815\ubcf4\ub97c \uc313\uc544\ub450\ub294 \u2018\ucc3d\uace0\u2019 \uc5ed\ud560\uc744 \ud55c\ub2e4. DRAM\uc740 \ud504\ub85c\uc138\uc11c(\uc5f0\uc0b0 \uc7a5\uce58)\uac00 \uc815\ubcf4\ub97c \ud6a8\uc728\uc801\uc73c\ub85c \uaebc\ub0b4 \ucc98\ub9ac\ud558\ub3c4\ub85d \ub3d5\ub294 \u2018\uc791\uc5c5 \uacf5\uac04\u2019\uc774\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\uc5d0\uac8c \uae30\ud68c\ub294 AI \uc218\uc694\uac00 \uac00\uc7a5 \uac15\ud55c \uad6c\uac04\uc5d0 \ub354 \uac00\uae4c\uc774 \ub2e4\uac00\uac00\ub294 \uac83\uc774\ub2e4. \ub2e4\ub9cc \uc774 \uad6c\uac04\uc740 \uae30\uc874 \uc5c5\uccb4\ub4e4\uc774 \uc218\ub144\uac04 \uc81c\uc870 \ub178\ud558\uc6b0, \uace0\uac1d \uad00\uacc4, \uc0dd\uc0b0 \uaddc\ubaa8\ub97c \uc313\uc544\uc628 \uc601\uc5ed\uc774\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">YMTC\uc758 \uae30\ud68c\ub3c4 \ub2e4\ub974\uc9c0\ub9cc \uc911\uc694\ud558\ub2e4. AI \uc2dc\uc2a4\ud15c\uc740 \ud559\uc2b5\uc6a9 \ub370\uc774\ud130\ubd80\ud130 \uae30\uc5c5 \ub370\uc774\ud130\uae4c\uc9c0 \ubc29\ub300\ud55c \uc800\uc7a5 \ub370\uc774\ud130\uc5d0 \uc758\uc874\ud55c\ub2e4. \uc800\uc7a5 \uc6a9\ub7c9\uc774 \ubd80\uc871\ud558\uba74 AI \uc0dd\ud0dc\uacc4\ub294 \ud655\uc7a5\ud558\uae30 \uc5b4\ub835\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.reuters.com\/world\/china\/chinas-memory-chip-makers-ride-ai-boom-new-power-us-scrutiny-2026-07-24\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">CXMT\uc640 YMTC<\/a>\ub294 \uacb0\uad6d \uac19\uc740 \uacfc\uc81c\ub97c \ub450 \uce21\uba74\uc5d0\uc11c \ubcf4\uc5ec\uc900\ub2e4. AI \uc2dc\ub300\uc5d0 \ud544\uc694\ud55c \uba54\ubaa8\ub9ac \uae30\ubc18\uc744 \uad6c\ucd95\ud558\ub294 \uc77c\uc774\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>CXMT\uac00 \u2018\uce69 \ud68c\uc0ac \uc774\uc0c1\u2019\uc73c\ub85c \ud3c9\uac00\ubc1b\ub294 \uc774\uc720<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\uc640 YMTC\uc758 \uc131\uc7a5\uc740 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc744 \ub354 \ud0c4\ud0c4\ud558\uac8c \ub9cc\ub4e4\ub824\ub294 \uc6c0\uc9c1\uc784\uacfc \ub9de\ubb3c\ub824 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc911\uad6d\uc740 \ucca8\ub2e8 \uce69 \uae30\uc220\uc5d0 \ub300\ud55c \uc81c\uc57d\uc744 \uacaa\uc740 \uc774\ud6c4, \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \uc804\ubc18\uc5d0\uc11c \uc790\uad6d \uc5ed\ub7c9\uc744 \ud0a4\uc6b0\ub294 \ub370 \ud798\uc744 \uc2e4\uc5c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ub54c\ubb38\uc5d0 \ub450 \ud68c\uc0ac\ub294 \ub2e8\uc21c \uc81c\uc870\uc0ac\ub97c \ub118\uc5b4, \uc0b0\uc5c5 \uc804\ub7b5\uc5d0\uc11c \uc911\uc694\ud55c \uae30\uc5c5\uc73c\ub85c \uc5ec\uaca8\uc9c4\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc9c0\uc704\ub294 \ub2e4\uc74c\uacfc \uac19\uc740 \uc774\uc810\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc7a5\uae30 \ud22c\uc790 \uc9c0\uc6d0<\/li>\n\n\n\n<li>\uad6d\ub0b4 \uc218\uc694 \uc811\uadfc\uc131<\/li>\n\n\n\n<li>\uae30\uc220 \uacbd\uc7c1 \uad6d\uba74\uc5d0\uc11c\uc758 \uc815\ubd80 \uc9c0\uc6d0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\ub7b5\uc801 \uc911\uc694\uc131\uc740 \ud22c\uc790\uc790 \uae30\ub300\uc5d0\ub3c4 \ubc18\uc601\ub410\ub2e4. CXMT\ub294 \ud604\uc7ac \uc2e4\uc801\ubfd0 \uc544\ub2c8\ub77c, \ud574\uc678 \uba54\ubaa8\ub9ac \uc5c5\uccb4 \uc758\uc874\ub3c4\ub97c \ub0ae\ucd9c \uc218 \uc788\ub294 \uc7a0\uc7ac\uc801 \uc5ed\ud560\ub85c\ub3c4 \ud3c9\uac00\ubc1b\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\ub9cc \uc804\ub7b5\uc801 \uc758\ubbf8\uac00 \uc788\ub2e4\uace0 \ud574\uc11c \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uc5b4\ub824\uc6c0\uc774 \uc0ac\ub77c\uc9c0\ub294 \uac83\uc740 \uc544\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.vtmarkets.com\/opinion\/chinas-ev-industry-a-growing-global-force\/\" target=\"_blank\" rel=\"noopener\" title=\"\">\uc911\uad6d \uc804\uae30\ucc28<\/a>, \ud0dc\uc591\uad11, \ud1b5\uc2e0 \uc0b0\uc5c5\uc740 \uc138\uacc4 \uacbd\uc7c1\ub825\uc744 \uac16\ucd98 \uae30\uc5c5\uc744 \ub9cc\ub4e4\uc5c8\uc9c0\ub9cc, \uacfc\uc5f4 \uacbd\uc7c1, \uacf5\uae09 \uacfc\uc789(\ud544\uc694 \uc774\uc0c1\uc73c\ub85c \uc0dd\uc0b0\ub2a5\ub825\uc774 \ub298\uc5b4\ub098\ub294 \ud604\uc0c1), \uac00\uaca9 \ud558\ub77d \uc555\ub825\ub3c4 \uacaa\uc5c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4\ub3c4 \uacbd\uae30 \uc21c\ud658(\ud638\ud669\uacfc \ubd88\ud669\uc774 \ubc18\ubcf5\ub418\ub294 \ud750\ub984)\uc774 \ub69c\ub837\ud558\ub2e4. \uacf5\uae09\uc774 \uc218\uc694\ubcf4\ub2e4 \ube60\ub974\uac8c \ub298\uba74 \uac00\uaca9\uc774 \uae09\ub77d\ud558\uace0, \uc218\uc775\uc131(\ub9c8\uc9c4)\uc774 \uc57d\ud574\uc9c0\uba70, \uc5c5\uacc4 \uc804\ubc18\uc774 \ud22c\uc790\ub97c \uc870\uc815\ud574\uc57c \ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\uc758 \uc131\ud328\ub294 \uc804\ub7b5 \uc9c0\uc6d0\ubfd0 \uc544\ub2c8\ub77c, \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc758 \uc774\ub7f0 \ubcc0\ub3d9\uc744 \ubc84\ud2f0\uba70 \uacbd\uc7c1\ud560 \uc218 \uc788\ub294\uc9c0\uc5d0 \ub2ec\ub824 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc9c4\uc9dc \u2018Co-NAND-DRAM\u2019<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uac89\uc73c\ub85c\ub294 \uba54\ubaa8\ub9ac \uc0dd\ud0dc\uacc4\ub97c \ub530\ub85c \uad6c\ucd95\ud558\ub294 \uac83\uc774 \u2018\ub3c5\ub9bd\u2019\ucc98\ub7fc \ubcf4\uc774\uc9c0\ub9cc, \ud604\uc2e4\uc740 \ub354 \ubcf5\uc7a1\ud558\uac8c \uc5f0\uacb0\ub3fc \uc788\ub2e4. \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc81c\uc870\ub294 \uc804 \uc138\uacc4 \uc7a5\ube44\u00b7\uc18c\uc7ac\u00b7\uae30\uc220 \uacf5\uae09\ub9dd\uc5d0 \uc758\uc874\ud55c\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\uc758 \ucca8\ub2e8 DRAM \uc0dd\uc0b0\uc740 <a href=\"https:\/\/www.vtmarkets.com\/discover\/what-is-asml-stock\/\" target=\"_blank\" rel=\"noopener\" title=\"\">ASML<\/a>, \uc5b4\ud50c\ub77c\uc774\ub4dc \uba38\ud2f0\uc5b4\ub9ac\uc5bc\uc988, \ub7a8\ub9ac\uc11c\uce58, \ub3c4\ucfc4\uc77c\ub809\ud2b8\ub860 \uac19\uc740 \uae30\uc5c5\uc758 \uc7a5\ube44\uc5d0 \uc758\uc874\ud55c\ub2e4. YMTC \uc5ed\uc2dc \ucca8\ub2e8 NAND \uc0dd\uc0b0\uc5d0\uc11c \ube44\uc2b7\ud55c \uc0dd\ud0dc\uacc4\uc5d0 \uae30\ub300\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">YMTC\ub294 2022\ub144 12\uc6d4 \ubbf8\uad6d \uc0c1\ubb34\ubd80\uc758 \uc5d4\ud2f0\ud2f0 \ub9ac\uc2a4\ud2b8(Entity List\u00b7\uc218\ucd9c \ud1b5\uc81c \ub300\uc0c1 \uba85\ub2e8)\uc5d0 \uc62c\ub77c \uc77c\ubd80 \ubbf8\uad6d \uae30\uc220 \uc811\uadfc\uc774 \uc81c\ud55c\ub418\uba74\uc11c, \uae30\uc220 \uc811\uadfc\uc774 \uc804\ub7b5 \uc774\uc288\ub85c \ubc14\ub014 \uc218 \uc788\uc74c\uc744 \uc774\ubbf8 \uacaa\uc5c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\ub294 \uac19\uc740 \uc218\uc900\uc758 \uacf5\uc2dd \uc870\uce58\ub97c \ubc1b\uc9c0\ub294 \uc54a\uc558\uc9c0\ub9cc, \ub450 \ud68c\uc0ac \ubaa8\ub450 \uac19\uc740 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc0dd\ud0dc\uacc4 \uc548\uc5d0\uc11c \uc6c0\uc9c1\uc778\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uac83\uc774 \ub354 \ud070 \ub51c\ub808\ub9c8\ub2e4. \ubc18\ub3c4\uccb4 \uac1c\ubc1c\uc740 \uc810\uc810 \uad6d\uac00 \uc804\ub7b5\uc774 \ub418\uace0 \uc788\uc9c0\ub9cc, \uc0b0\uc5c5 \uc790\uccb4\ub294 \uc5ec\uc804\ud788 \uae4a\uac8c \uc5f0\uacb0\ub3fc \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc911\uad6d\uc740 \uc790\uad6d \uc5ed\ub7c9 \uac15\ud654\ub97c \uc704\ud574 \ub300\uaddc\ubaa8 \ud22c\uc790\ub97c \uc774\uc5b4\uac04\ub2e4. \ub3d9\uc2dc\uc5d0 \uae00\ub85c\ubc8c <a href=\"https:\/\/www.vtmarkets.com\/opinion\/the-ai-trade-is-entering-its-proof-phase\/\" target=\"_blank\" rel=\"noopener\" title=\"\">\ubc18\ub3c4\uccb4 \uae30\uc5c5<\/a>\ub4e4\ub3c4 \ud574\uc678 \uc2dc\uc7a5, \ud2b9\uc218 \uae30\uc220, \uc81c\uc870 \ub124\ud2b8\uc6cc\ud06c \uc811\uadfc\uc774 \ud544\uc694\ud558\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/08\/codeYjZmYTM5NDAyYTJkYWY4YWRhNDY3NTNiNmFiNzUzNTdfNUpxN3B1dGRLZ2FkVnhZNUxoTjN3S1ZNdnJ6VkhaaXJfVG9rZW46S1ZjNmJ3R3ZNb0JCNDl4MGN3WGxZdUhqZzNiXzE3ODU3NDk0MjE6MTc4NTc1MzAyMV9WNAampadd_watermarktrueampscene_typeCCM.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc5f0\uacb0\uc740 \uce69 \uc0dd\uc0b0\uc5d0\ub9cc \uadf8\uce58\uc9c0 \uc54a\ub294\ub2e4. \uae00\ub85c\ubc8c \uae30\uc220 \uae30\uc5c5\ub4e4\ub3c4 \uad6d\uacbd\uc744 \ub118\ub294 \uacf5\uae09\ub9dd\uc5d0 \uc758\uc874\ud558\uba70, \uacf5\uae09\ucc98 \ub2e4\ubcc0\ud654\uc640 \ud575\uc2ec \uc0dd\uc0b0 \uac70\uc810\u00b7\uc2dc\uc7a5 \uc811\uadfc \uc0ac\uc774\uc5d0\uc11c \uade0\ud615\uc744 \ub9de\ucd98\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\uc758 \uc8fc\uac00 \uae09\ub4f1\uc740 DRAM \uaca9\ucc28\ub97c \uacc4\uc18d \uc904\uc77c \uc218 \uc788\ub2e4\ub294 \uc2e0\ub8b0\ub97c \ubc18\uc601\ud55c\ub2e4. \ub354 \uc5b4\ub824\uc6b4 \uacfc\uc81c\ub294 \uad6d\ub0b4 \uc131\uacfc\ub97c \ub118\uc5b4, \ucd5c\ucca8\ub2e8 AI \uba54\ubaa8\ub9ac \ubd84\uc57c\uc5d0\uc11c \uacbd\uc7c1\ud558\ub294 \uac83\uc774\ub2e4. \uc774 \uc601\uc5ed\uc5d0\uc11c\ub294 \uc81c\uc870 \uc218\uc728(\uc0dd\uc0b0\ud488 \uc911 \uc591\ud488 \ube44\uc728), \uae30\uc220 \uac1c\ubc1c \uc18d\ub3c4, \uace0\uac1d \uc778\uc99d(\uace0\uac1d\uc0ac \ud488\uc9c8\u00b7\uc131\ub2a5 \uae30\uc900\uc744 \ud1b5\uacfc\ud558\ub294 \uacfc\uc815)\uc774 \ubaa9\ud45c\ub9cc\ud07c \uc911\uc694\ud558\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\ub300\ub85c \uc9c0\uc815\ud559\uc801 \uacbd\uc7c1\uc774 \uacfc\uac70 \uae00\ub85c\ubc8c \ud611\ub825 \uc704\uc5d0 \ub9cc\ub4e4\uc5b4\uc9c4 \uc2dc\uc2a4\ud15c\uc744 \uac01\uad6d\u00b7\uac01\uc0ac\uac00 \uc77c\ubd80\uc529 \ubcf5\uc81c\ud558\ub3c4\ub85d \uc555\ubc15\ud560 \uc218 \uc788\ub2e4. \uadf8 \uacb0\uacfc \ube44\uc6a9\uc774 \ub298\uace0 \uc0b0\uc5c5\uc774 \ub354 \ucabc\uac1c\uc9c8 \uc218 \uc788\ub294\ub370, \uc774\ub294 \uc218\ub144\uac04 \uc774\uc5b4\uc9c4 <a href=\"https:\/\/www.vtmarkets.online\/latest-on-trump-news\/?utm_source=Opinion&amp;utm_content=Conandram\" target=\"_blank\" rel=\"noopener\" title=\"\">\ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc758 \ubb34\uc5ed \uc81c\ud55c \uc870\uce58<\/a>\uc5d0\uc11c \uc554\uc2dc\ub41c \ubc29\ud5a5\uc774\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc774\uc81c \uad00\uac74\uc740 \uc2e4\ud589\ub825<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uba54\ubaa8\ub9ac\ub294 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc5d0\uc11c\ub3c4 \uacbd\uae30 \uc21c\ud658\uc774 \ud2b9\ud788 \ub69c\ub837\ud55c \ubd84\uc57c\uc774\uba70, \uc9c0\uc815\ud559\uc774 \uc774\ub7f0 \ud750\ub984\uc744 \uc5c6\uc560\uc9c0\ub294 \ubabb\ud55c\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ubc88 \uc0ac\uc774\ud074\uc740 AI \uc218\uc694\uac00 \uba54\ubaa8\ub9ac \uacf5\uae09, \ud2b9\ud788 \ucca8\ub2e8 \uc6a9\ub3c4\uc5d0 \ub300\ud55c \uad00\uc2ec\uc744 \ud0a4\uc6b4 \uc810\uc5d0\uc11c \ub2e4\ub974\ub2e4. \uadf8\ub7ec\ub098 \uc0dd\uc0b0\ub2a5\ub825\uc774 \uc218\uc694\ubcf4\ub2e4 \ube60\ub974\uac8c \ub298\uba74 \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc740 \uc5ec\uc804\ud788 \uae09\ubcc0\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacf5\uae09\uc774 \uc218\uc694\ub97c \uc55e\uc9c0\ub974\uba74 \uac00\uaca9\uc740 \ub0b4\ub824\uac00\uace0, \uc218\uc775\uc131\uc740 \uc545\ud654\ud558\uba70, \uae30\uc5c5\ub4e4\uc740 \ud22c\uc790\ub97c \uc904\uc77c \uc218 \uc788\ub2e4. \uc774 \uc0ac\uc774\ud074\uc740 \uaddc\ubaa8\ub098 \uc804\ub7b5\uc801 \uc704\uc0c1\uacfc \ubb34\uad00\ud558\uac8c \uc8fc\uc694 \uc5c5\uccb4 \ubaa8\ub450\uc5d0 \uc601\ud5a5\uc744 \uc900\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud2b8\ub808\uc774\ub354(\ub2e8\uae30 \ub9e4\ub9e4\uc790) \uad00\uc810\uc5d0\uc11c\ub294 \uc57c\uc2ec\ubcf4\ub2e4 \uc2e4\ud589\uc774 \uc911\uc694\ud574\uc9c4\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc55e\uc73c\ub85c \uccb4\ud06c\ud560 \ud3ec\uc778\ud2b8\ub294 \ub2e4\uc74c\uacfc \uac19\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CXMT\uac00 \uc0dd\uc0b0\ub2a5\ub825, \uc81c\uc870 \uc218\uc728, \uae30\uc220 \uac1c\ubc1c\uc5d0\uc11c \uafb8\uc900\ud55c \uc9c4\uc804\uc744 \ubcf4\uc5ec\uc8fc\ub294\uc9c0<\/li>\n\n\n\n<li>\uc218\ucd9c \ud1b5\uc81c \uc815\ucc45\uc774 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc811\uadfc\uc744 \uacc4\uc18d \ubc14\uafb8\ub294\uc9c0<\/li>\n\n\n\n<li>\uc0dd\uc0b0\ub2a5\ub825\uc774 \ub298\uc5b4\ub098\ub294 \uac00\uc6b4\ub370 \uba54\ubaa8\ub9ac \uc5c5\ud669(\uc0ac\uc774\ud074)\uc774 \uc6b0\ud638\uc801\uc73c\ub85c \uc720\uc9c0\ub418\ub294\uc9c0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT\uc758 \uae30\uc5c5\uac00\uce58\ub294 \uc911\uad6d\uc774 DRAM \uaca9\ucc28\ub97c \ub354 \uc904\uc77c \uc218 \uc788\ub2e4\ub294 \uae30\ub300\ub97c \ub2f4\uace0 \uc788\ub2e4. YMTC\uc758 \uc0ac\ub840\ub294 \uc678\ubd80 \ubcc0\uc218\ub85c \ubc18\ub3c4\uccb4 \uac1c\ubc1c \uc18d\ub3c4\uac00 \uc5bc\ub9c8\ub098 \ube68\ub9ac \ubc14\ub014 \uc218 \uc788\ub294\uc9c0 \ubcf4\uc5ec\uc900\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><em>&#8216;Co-NAND-DRAM&#8217;<\/em>\uc740 \ub2e8\uae30 \uae30\uc5b5\uacfc \uc7a5\uae30 \uae30\uc5b5\uc758 \ub300\ube44\ub9cc\uc744 \ub73b\ud558\uc9c0 \uc54a\ub294\ub2e4. \uc218\uc2ed \ub144\uac04\uc758 \uae00\ub85c\ubc8c \ud611\ub825\uc73c\ub85c \ub9cc\ub4e4\uc5b4\uc9c4 \uc0b0\uc5c5\uc5d0\uc11c \uac01\uad6d\uc774 \ubc18\ub3c4\uccb4 \uc790\ub9bd\ub3c4\ub97c \uc5bc\ub9c8\ub098 \ub192\uc77c \uc218 \uc788\ub294\uc9c0, \uadf8\ub9ac\uace0 \uadf8 \uacfc\uc815\uc5d0\uc11c \uc138\uacc4\uac00 \uc5bc\ub9c8\ub098 \ub9ce\uc740 \u2018\uc911\ubcf5 \ud22c\uc790(\uac19\uc740 \uae30\ub2a5\uc744 \uc5ec\ub7ec \uacf3\uc5d0\uc11c \ub2e4\uc2dc \ub9cc\ub4dc\ub294 \ud22c\uc790)\u2019\ub97c \uac10\uc218\ud560\uc9c0\uc5d0 \ub300\ud55c \ubb38\uc81c\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CXMT \uae09\ub4f1\uc740 \uc2dc\uc7a5\uc774 <a href=\"https:\/\/www.vtmarkets.com\/opinion\/the-new-tech-order-hedging-against-the-decline-of-legacy-software\/?utm_source=Opinion&amp;utm_content=Conandram\" target=\"_blank\" rel=\"noopener\" title=\"\">AI \uae30\uc5c5\uacf5\uac1c(IPO\u00b7\uae30\uc5c5\uc774 \ucc98\uc74c \uc8fc\uc2dd\uc744 \uc2dc\uc7a5\uc5d0 \ud30c\ub294 \uac83)<\/a> \ud750\ub984\uc5d0\uc11c \ub2e4\uc74c \uc218\ud61c\uc8fc\ub97c \ucc3e\ub358 \uc2dc\uae30\uc640 \ub9de\ubb3c\ub838\ub2e4. \uc5d4\ube44\ub514\uc544\uac00 AI \u2018\uc5f0\uc0b0 \ub2a5\ub825\u2019\uc744 \uc0c1\uc9d5\ud588\ub2e4\uba74, CXMT\ub294 AI\uac00 \uc791\ub3d9\ud558\ub3c4\ub85d \ub3d5\ub294 \u2018\uba54\ubaa8\ub9ac \uacc4\uce35(\uc800\uc7a5\u00b7\uc791\uc5c5 \uba54\ubaa8\ub9ac \uc601\uc5ed)\u2019\uc744 \ub300\ud45c\ud588\ub2e4. CXMT\uc758 IPO\ub294 \uc911\uad6d\uc758 \ubc18\ub3c4\uccb4 \uc0dd\ud0dc\uacc4 \ub3c5\ub9bd \ucd94\uc9c4\uc5d0 \ub300\ud55c \ud22c\uc790 \uc5f4\uae30\ub97c \uc0c1\uc9d5\ud558\ub294 \uc0ac\uac74\uc774 \ub410\ub2e4.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>\ud2b8\ub808\uc774\ub354 FAQ<\/summary>\n<p class=\"wp-block-paragraph\"><strong>CXMT\uac00 AI \ubc18\ub3c4\uccb4 \uacbd\uc7c1\uc5d0\uc11c \uc8fc\ubaa9\ubc1b\ub294 \uc774\uc720\ub294?<\/strong> <br>CXMT\ub294 \uc911\uad6d\uc758 \ub300\ud45c DRAM \ub3c4\uc804\uc790\ub85c \ud3c9\uac00\ubc1b\ub294\ub2e4. \uc2dc\uc7a5\uc740 CXMT\uac00 AI\uc6a9 \uba54\ubaa8\ub9ac \uc5ed\ub7c9\uc744 \uacbd\uc7c1\ub825 \uc788\uac8c \uad6c\ucd95\ud560 \uc218 \uc788\ub294\uc9c0 \uc8fc\uc2dc\ud558\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CXMT\uc640 YMTC\uc758 \ucc28\uc774\ub294?<\/strong> <br>CXMT\ub294 DRAM(\uc5f0\uc0b0 \uc911 \ube60\ub974\uac8c \uc4f0\ub294 \uc791\uc5c5 \uba54\ubaa8\ub9ac)\uc5d0 \uc9d1\uc911\ud55c\ub2e4. YMTC\ub294 NAND(\ub300\uaddc\ubaa8 \ub370\uc774\ud130\ub97c \uc624\ub798 \uc800\uc7a5\ud558\ub294 \uc800\uc7a5 \uba54\ubaa8\ub9ac)\uc5d0 \uc9d1\uc911\ud574 AI \uc2dc\uc2a4\ud15c\uacfc \ub2e4\uc591\ud55c \uc11c\ube44\uc2a4\uc758 \ub370\uc774\ud130 \uc800\uc7a5\uc744 \ub2f4\ub2f9\ud55c\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>AI\uc5d0 \uba54\ubaa8\ub9ac \uce69\uc774 \uc911\uc694\ud55c \uc774\uc720\ub294?<\/strong> <br>AI\ub294 \ube60\ub978 \uc811\uadfc \uba54\ubaa8\ub9ac\uc640 \ud070 \uc800\uc7a5\uacf5\uac04\uc774 \ubaa8\ub450 \ud544\uc694\ud558\ub2e4. DRAM\uc740 \uc2e4\uc2dc\uac04 \ucc98\ub9ac\uc5d0 \uc4f0\uc774\uace0, NAND\ub294 AI \ubaa8\ub378\uc774 \uc758\uc874\ud558\ub294 \ubc29\ub300\ud55c \ub370\uc774\ud130\ub97c \uc800\uc7a5\ud55c\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc911\uad6d\uc774 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc744 \ub3c5\ub9bd\uc801\uc73c\ub85c \ub9cc\ub4e4 \uc218 \uc788\ub098?<\/strong> <br>\uc911\uad6d\uc740 \uc790\uad6d \uce69 \uc5ed\ub7c9\uc744 \ud0a4\uc6cc\uc654\uc9c0\ub9cc, \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc740 \uc5ec\uc804\ud788 \uc804 \uc138\uacc4 \uc7a5\ube44\u00b7\uae30\uc220\u00b7\uacf5\uae09\uc0ac \ub124\ud2b8\uc6cc\ud06c\uc5d0 \uc758\uc874\ud55c\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CXMT\uc640 \uba54\ubaa8\ub9ac \uc5c5\uc885\uc5d0\uc11c \ud22c\uc790\uc790\uac00 \ubcfc \uac83\uc740?<\/strong> <br>\uc0dd\uc0b0 \ud655\ub300 \uc18d\ub3c4, \uae30\uc220 \uac1c\ubc1c, \uc218\ucd9c \ud1b5\uc81c \uc815\ucc45, \uadf8\ub9ac\uace0 \uba54\ubaa8\ub9ac \uc5c5\ud669(\uc0ac\uc774\ud074)\uc774 \uc6b0\ud638\uc801\uc778\uc9c0 \uc5ec\ubd80\uac00 \ud575\uc2ec\uc774\ub2e4.<\/p>\n<\/details>\n\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>AI \uba54\ubaa8\ub9ac \u2018\uc911\uad6d \ub300\ud56d\ub9c8\u2019 CXMT IPO \ud6c4 86\uc5b5\ub2ec\ub7ec\ub85c \ub9ac\ub808\uc774\ud305. DRAM\u00b7NAND \uc790\ub9bd \uae30\ub300 vs HBM \uacbd\uc7c1, \uc7a5\ube44 \uc81c\uc57d\u00b7\uc218\ucd9c\ud1b5\uc81c\u00b7\uc5c5\ud669 \uc0ac\uc774\ud074\u2026\uacb0\uad6d \uad00\uac74\uc740 \uc218\uc728\u00b7\uae30\uc220\u00b7\uace0\uac1d\uc778\uc99d \uc2e4\ud589\ub825.<\/p>\n","protected":false},"author":87,"featured_media":52380,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49],"tags":[],"class_list":["post-52381","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-opinion"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"AI \uba54\ubaa8\ub9ac \u2018\uc911\uad6d \ub300\ud56d\ub9c8\u2019 CXMT IPO \ud6c4 86\uc5b5\ub2ec\ub7ec\ub85c \ub9ac\ub808\uc774\ud305. DRAM\u00b7NAND \uc790\ub9bd \uae30\ub300 vs HBM \uacbd\uc7c1, \uc7a5\ube44 \uc81c\uc57d\u00b7\uc218\ucd9c\ud1b5\uc81c\u00b7\uc5c5\ud669 \uc0ac\uc774\ud074\u2026\uacb0\uad6d \uad00\uac74\uc740 \uc218\uc728\u00b7\uae30\uc220\u00b7\uace0\uac1d\uc778\uc99d \uc2e4\ud589\ub825.\" \/>\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\/opinion\/chinas-ai-memory-ambition-the-global-co-nand-dram\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO Pro (AIOSEO) 4.9.10\" \/>\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=\"\uc911\uad6d\uc758 AI \uba54\ubaa8\ub9ac \uc57c\uc2ec: \uae00\ub85c\ubc8c \u2018Co-NAND-DRAM\u2019 - VT Markets\" \/>\n\t\t<meta property=\"og:description\" content=\"AI \uba54\ubaa8\ub9ac \u2018\uc911\uad6d \ub300\ud56d\ub9c8\u2019 CXMT IPO \ud6c4 86\uc5b5\ub2ec\ub7ec\ub85c \ub9ac\ub808\uc774\ud305. 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