{"id":52610,"date":"2026-08-07T10:49:23","date_gmt":"2026-08-07T10:49:23","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/sandisks-problem-is-not-the-quarter\/"},"modified":"2026-08-07T10:49:23","modified_gmt":"2026-08-07T10:49:23","slug":"sandisks-problem-is-not-the-quarter","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/opinion\/sandisks-problem-is-not-the-quarter\/","title":{"rendered":"\uc0cc\ub514\uc2a4\ud06c\uc758 \ubb38\uc81c\ub294 \ubd84\uae30\uac00 \uc544\ub2c8\ub2e4"},"content":{"rendered":"<figure class=\"wp-block-post-featured-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"700\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/SanDiskQ4AI.webp\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"3D illustration of a SanDisk memory chip hovering over an AI motherboard on a pastel platform, VT logo bottom right.\" style=\"object-fit:cover;\" srcset=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/SanDiskQ4AI.webp 1250w, https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/SanDiskQ4AI-300x168.webp 300w, https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/SanDiskQ4AI-1024x573.webp 1024w, https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/SanDiskQ4AI-768x430.webp 768w, https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/SanDiskQ4AI-500x280.webp 500w, https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/SanDiskQ4AI-400x224.webp 400w, https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/SanDiskQ4AI-350x196.webp 350w, https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/SanDiskQ4AI-200x112.webp 200w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\" \/><\/figure>\n\n\n<p class=\"wp-block-paragraph\">\uc0cc\ub514\uc2a4\ud06c\ub294 \ud68c\uacc4\uc5f0\ub3c4 4\ubd84\uae30 \uc2e4\uc801\uc5d0\uc11c \ud22c\uc790\uc790 \uae30\ub300\uc5d0 \uac00\uae4c\uc6b4 \uacb0\uacfc\ub97c \ub0c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9e4\ucd9c\uc740 \uc57d <a href=\"https:\/\/www.channelnewsasia.com\/business\/sandisk-forecasts-upbeat-quarterly-revenue-ai-driven-demand-6302136\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">89\uc5b57,000\ub9cc \ub2ec\ub7ec\ub85c, \uc2dc\uc7a5 \uc608\uc0c1\uce58(\uc57d 84\uc5b58,000\ub9cc \ub2ec\ub7ec)\ub97c \uc0c1\ud68c<\/a>\ud588\ub2e4. \uc870\uc815 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS\u00b7\uc77c\ud68c\uc131 \uc694\uc778\uc744 \uc81c\uc678\ud574 \ubcf8\uc5c5 \uc218\uc775\uc131\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc9c0\ud45c)\uc740 39.25\ub2ec\ub7ec\ub85c, \uc560\ub110\ub9ac\uc2a4\ud2b8 \uc608\uc0c1\uce58 34.96\ub2ec\ub7ec\ub97c \ud06c\uac8c \uc6c3\ub3cc\uc558\ub2e4. \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\ub3c4 AI(\uc778\uacf5\uc9c0\ub2a5) \uc778\ud504\ub77c \uc218\uc694 \ud655\ub300\ub85c \uc57d 29\uc5b57,000\ub9cc \ub2ec\ub7ec\uae4c\uc9c0 \ub298\uba70 \uc131\uc7a5 \uc18d\ub3c4\uac00 \ube68\ub77c\uc84c\ub2e4. \uc218\uc775\uc131(\ub9c8\uc9c4)\ub3c4 \ub9e4\uc6b0 \uac15\ud588\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubb38\uc81c\ub294 \uc804\ub9dd(\uac00\uc774\ub358\uc2a4)\uc774\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0cc\ub514\uc2a4\ud06c\ub294 <a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/articles\/sandisk-q4-earnings-call-highlights-050355038.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc774\ubc88 \ubd84\uae30 \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4\ub97c 103\uc5b5~108\uc5b5 \ub2ec\ub7ec\ub85c \uc81c\uc2dc<\/a>\ud588\ub2e4. \uc911\uac04\uac12\uc740 \uc77c\ubd80 \ub099\uad00\uc801 \uae30\ub300\uce58\uc5d0 \ube44\ud574 \uc18c\ud3ed \ub0ae\uc558\ub2e4. \uc774 \uc791\uc740 \ucc28\uc774\ub85c \uc2dc\uc7a5\uc740 \u2018\uc131\uacfc\u2019\ubcf4\ub2e4 \u2018\ubd80\uc871\ud55c \uc810\u2019\uc5d0 \uc8fc\ubaa9\ud588\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac15\ud55c \uc5c5\ud669\uc5d0\uc11c \uc790\uc8fc \ub098\ud0c0\ub098\ub294 \u2018\uc2e4\uc801 \uc5ed\uc124\u2019\uc774\ub2e4. \uc8fc\uac00\ub294 \uc2e4\uc801 \uadf8 \uc790\uccb4\uac00 \uc544\ub2c8\ub77c \u2018\uc2e4\uc801\uacfc \uae30\ub300\uc758 \ucc28\uc774\u2019\uc5d0 \ubc18\uc751\ud55c\ub2e4. \uae30\uc5c5\uc774 \uc624\ub7ab\ub3d9\uc548 \uc88b\uc740 \uc131\uacfc\ub97c \ub0b4\uba74 \uc2dc\uc7a5\uc740 \uacf5\uc2dd \ucd94\uc815\uce58\ubcf4\ub2e4 \ub354 \ub192\uc740 \uae30\uc900\uc744 \ub9c8\uc74c\uc18d\uc5d0 \uc124\uc815\ud55c\ub2e4. \uadf8\ub798\uc11c \uc2e4\uc801\uc774 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uc544\ub3c4, \ub354 \ud070 \u2018\uc11c\ud504\ub77c\uc774\uc988\u2019\ub97c \uc774\ubbf8 \uae30\ub300\ud55c \ud22c\uc790\uc790\uc5d0\uac8c\ub294 \uc2e4\ub9dd\uc73c\ub85c \ube44\uce60 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0cc\ub514\uc2a4\ud06c\uc5d0\ub294 \ub610 \ub2e4\ub978 \ubcc0\uc218\uac00 \uc788\ub2e4. \uba54\ubaa8\ub9ac \uc0b0\uc5c5\uc740 \uacbd\uae30 \uc21c\ud658(\uc0ac\uc774\ud074)\uc774 \ub69c\ub837\ud55c \uc5c5\uc885\uc774\ub2e4. \ub9c8\uc9c4\uc774 \uae30\ub85d\uc801\uc73c\ub85c \ub192\ub2e4\ub294 \uac83\uc740 \ubcf4\ud1b5 \uacf5\uae09\uc774 \ube60\ub4ef\ud558\ub2e4\ub294 \uc2e0\ud638\ub2e4. \uc774\ub294 \uae30\ud68c\uc774\uc9c0\ub9cc \ub3d9\uc2dc\uc5d0 \u2018\ub300\uc751\u2019\uc744 \ubd80\ub978\ub2e4. \uac00\uaca9\uc774 \uac15\ud558\uba74 \uc5c5\uccb4\ub4e4\uc774 \ud22c\uc790\ub97c \ub298\ub9ac\uace0, \uc2dc\uac04\uc774 \uc9c0\ub098 \uacf5\uae09\uc774 \ub2e4\uc2dc \uc2dc\uc7a5\uc5d0 \ud480\ub9b4 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.vtmarkets.com\/live-updates\/amid-the-ai-boom-memory-and-storage-shares-soar-with-two-leading-firms-worth-tracking-closely\/\" target=\"_blank\" rel=\"noopener\" title=\"\">\uba54\ubaa8\ub9ac<\/a> \uc5c5\ud669\uc758 \ud638\ud669\uae30\uc5d0\ub294 \ub2e4\uc74c \uce68\uccb4\uc758 \uc528\uc557\uc774 \ud568\uaed8 \ub4e4\uc5b4 \uc788\ub294 \uacbd\uc6b0\uac00 \ub9ce\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\uc0cc\ub514\uc2a4\ud06c \uc2e4\uc801, NAND\ub97c \ub118\uc5b4\uc120 \ubcc0\ud654 \uc2dc\uc0ac<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.vtmarkets.com\/tag\/AI\/?utm_source=Opinion&amp;utm_content=SandiskQ4\">AI<\/a> \ub7a0\ub9ac \ub3d9\uc548 \ud22c\uc790\uc790\ub4e4\uc740 \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc744 \u2018\uacf5\uae09\ub9dd \uc218\ud61c\u2019\ub77c\ub294 \ud070 \ud2c0\ub85c \ubb36\uc5b4 \ubcf4\uace4 \ud588\ub2e4. \ud558\uc9c0\ub9cc <a href=\"https:\/\/www.vtmarkets.com\/opinion\/chinas-ai-memory-ambition-the-global-co-nand-dram\/?utm_source=Opinion&amp;utm_content=SandiskQ4\" target=\"_blank\" rel=\"noopener\" title=\"\">NAND\uc640 DRAM \uc218\uc694\uac00 \ub354 \uad6c\uccb4\uc801\uc73c\ub85c \uac08\ub9ac\uba74\uc11c<\/a> \uc774\ub7f0 \uc811\uadfc\uc740 \uc810\uc810 \uc124\ub4dd\ub825\uc774 \uc57d\ud574\uc9c0\uace0 \uc788\ub2e4. (NAND\ub294 \uc800\uc7a5\uc6a9 \uba54\ubaa8\ub9ac, DRAM\uc740 \uc791\uc5c5\uc6a9 \uba54\ubaa8\ub9ac\ub2e4.)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ucc28\uc774:<\/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\">\ud68c\uc0ac<\/td><td class=\"has-text-align-center\" data-align=\"center\">AI \uad00\ub828 \ub9e4\ucd9c \ub178\ucd9c<\/td><td class=\"has-text-align-center\" data-align=\"center\">\uc0ac\uc5c5 \ud3ec\uc9c0\uc158<\/td><\/tr><tr><td><a href=\"https:\/\/www.vtmarkets.com\/learn\/is-sk-hynix-skhy-the-next-big-ai-semiconductor-trade\/?utm_source=Opinion&amp;utm_content=SandiskQ4\">SK\ud558\uc774\ub2c9\uc2a4<\/a><\/td><td>\ub192\uc74c<\/td><td>HBM(\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\u00b7AI \uac00\uc18d\uae30\/AI \uc5f0\uc0b0\uce69\uc5d0 \ud544\uc694\ud55c \ucd08\uace0\uc18d \uba54\ubaa8\ub9ac) \uc120\ub3c4 \uacf5\uae09\uc0ac<\/td><\/tr><tr><td>\ub9c8\uc774\ud06c\ub860<\/td><td>\ud655\ub300 \uc911<\/td><td>\uba54\ubaa8\ub9ac \uc81c\ud488 \uad6c\uc131\uc744 \ub370\uc774\ud130\uc13c\ud130 \uc218\uc694 \uc911\uc2ec\uc73c\ub85c \uc804\ud658<\/td><\/tr><tr><td>\uc0bc\uc131\uc804\uc790<\/td><td>\uad11\ubc94\uc704<\/td><td>\uba54\ubaa8\ub9ac, \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0), \ub85c\uc9c1(\uc5f0\uc0b0\uc6a9 \ubc18\ub3c4\uccb4), \uc18c\ube44\uc790\uac00\uc804 \uc804\ubc18\uc5d0 \ub178\ucd9c<\/td><\/tr><tr><td>\uc0cc\ub514\uc2a4\ud06c<\/td><td>\ub2e4\ub984<\/td><td>NAND \uc911\uc2ec, DRAM\u00b7HBM \uc9c1\uc811 \ub178\ucd9c\uc740 \uc81c\ud55c\uc801<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0cc\ub514\uc2a4\ud06c\ub294 HBM \uc2dc\uc7a5\uc5d0 \uc9c1\uc811 \ucc38\uc5ec\ud558\uc9c0 \uc54a\ub294\ub2e4\ub294 \uc810\uc5d0\uc11c \uad6c\ubcc4\ub41c\ub2e4. HBM\uc740 AI \uc778\ud504\ub77c \ud655\uc7a5\uc758 \u2018\ud655\uc2e4\ud55c \uc218\ud61c\u2019\ub85c \uaf3d\ud600 \uc654\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ucc28\uc774\ub294 \uc911\uc694\ud558\ub2e4. AI \ud22c\uc790\ub85c \ub298\uc5b4\ub098\ub294 \uba54\ubaa8\ub9ac \uc218\uc694\uac00 \ubaa8\ub4e0 \ubd84\uc57c\uc5d0 \ub611\uac19\uc774 \ubc88\uc9c0\uc9c0\ub294 \uc54a\ub294\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NAND\ub294 \ubc18\ub3c4\uccb4 \uc548\uc5d0\uc11c\ub3c4 \ubcc0\ub3d9\uc131\uc774 \ud070 \ubd84\uc57c\ub85c \uc54c\ub824\uc838 \uc788\ub2e4. \uacfc\uac70\uc5d0\ub3c4 \uacf5\uae09 \uacfc\uc789\uc774 \uc218\uc775\uc131\uc744 \ud6fc\uc190\ud55c \uc0ac\ub840\uac00 \uc788\uc5c8\uace0, \u2018\uacf5\uae09 \uc870\uc808\u2019(\uc5c5\uccb4\ub4e4\uc774 \uc0dd\uc0b0\u00b7\ud22c\uc790\ub97c \uc5bc\ub9c8\ub098 \uc790\uc81c\ud558\ub290\ub0d0)\uc774 \ub9e4 \uc0ac\uc774\ud074\uc758 \uacb0\ub9d0\uc744 \uc88c\uc6b0\ud574 \uc654\ub2e4. AI\uac00 \uc774 \uad6c\uc870 \uc790\uccb4\ub97c \ubc14\uafb8\uc9c0\ub294 \ubabb\ud55c\ub2e4. \ub2e4\ub9cc \uc2dc\uc7a5 \uc77c\ubd80\uc5d0\uc11c \u2018\uc218\uc694\uc758 \uc9c8\u2019\uc744 \ubc14\uafbc\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI\uac00 \ubc14\uafb8\ub294 \u2018\uc800\uc7a5\u2019\uc758 \uc758\ubbf8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub294 \ucef4\ud4e8\ud305(\uc5f0\uc0b0) \uc774\uc57c\uae30\ub85c\ub9cc \ubcf4\uc774\uc9c0\ub9cc, \ub3d9\uc2dc\uc5d0 \ub370\uc774\ud130(\uc815\ubcf4) \uc774\uc57c\uae30\uc774\uae30\ub3c4 \ud558\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\ud615 \ubaa8\ub378\uc744 \ud559\uc2b5(\ud6c8\ub828)\ud558\ub824\uba74 \ubc29\ub300\ud55c \ub370\uc774\ud130\uac00 \ud544\uc694\ud558\ub2e4. \ub300\uaddc\ubaa8 \ucd94\ub860(\ud559\uc2b5\ub41c \ubaa8\ub378\uc744 \uc2e4\uc81c \uc11c\ube44\uc2a4\uc5d0 \uc801\uc6a9\ud574 \ub2f5\uc744 \ub0b4\ub294 \uacfc\uc815)\uc744 \ud558\ub824\uba74 \uc800\uc7a5\ub41c \uc815\ubcf4\ub97c \ube60\ub974\uac8c \uaebc\ub0bc \uc218 \uc788\uc5b4\uc57c \ud55c\ub2e4. AI\ub97c \ub3c4\uc785\ud558\ub294 \uae30\uc5c5\uc740 \ubb38\uc11c, \uc601\uc0c1, \uace0\uac1d \uae30\ub85d, \uc6b4\uc601 \ub85c\uadf8 \ub4f1 \ub0b4\ubd80 \ub370\uc774\ud130\ub3c4 \ub354 \ub9ce\uc774 \ub9cc\ub4e0\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/08\/codeNDk4ZTJlYWE4NmUwNzU1NmMzYmQ3NjM0N2VmZDA0ZjVfRHdjVVhnbk5hSDRhVTVOZTNWMDM2NUdOa0xYdXFEdHFfVG9rZW46SWVOTWI2VVNib3loZnJ4R2lGVGxmaXNXZ0piXzE3ODYwODY3MzE6MTc4NjA5MDMzMV9WNAampadd_watermarktrueampscene_typeCCM.webp\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc218\uc694\ub294 \uc804\ud1b5\uc801\uc778 \uc18c\ube44\uc790\uc6a9 \ud50c\ub798\uc2dc \uc81c\ud488\ubcf4\ub2e4 \u2018\uae30\uc5c5\uc6a9 SSD\u2019(\uc11c\ubc84\u00b7\ub370\uc774\ud130\uc13c\ud130\uc5d0 \uc4f0\ub294 \uace0\uc131\ub2a5 \uc800\uc7a5\uc7a5\uce58) \ucabd\uc73c\ub85c \uc774\ub3d9\ud558\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc6a9 \uc800\uc7a5\uc7a5\uce58 \uc2dc\uc7a5\uc758 \ud2b9\uc9d5\uc740 \ub2e4\uc74c\uacfc \uac19\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac80\uc99d(\ud004\ub9ac\ud53c\ucf00\uc774\uc158) \uae30\uac04\uc774 \ub354 \uae38\ub2e4(\ub300\ud615 \uace0\uac1d\uc774 \uc131\ub2a5\u00b7\uc548\uc815\uc131 \ud14c\uc2a4\ud2b8\ub97c \uc624\ub798 \ud55c\ub2e4)<\/li>\n\n\n\n<li>\uace0\uac1d \uaddc\ubaa8\uac00 \ub354 \ud06c\ub2e4<\/li>\n\n\n\n<li>\uad6c\ub9e4 \ud328\ud134\uc774 \ub354 \uc608\uce21 \uac00\ub2a5\ud558\ub2e4<\/li>\n\n\n\n<li>\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec(\ub300\uaddc\ubaa8 \ub370\uc774\ud130\uc13c\ud130\ub97c \uc6b4\uc601\ud558\ub294 \ube45\ud14c\ud06c)\uc640\uc758 \uad00\uacc4\uac00 \ub354 \uc911\uc694\ud558\uace0 \uac15\ud558\ub2e4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\ube44\uc790\uc6a9 \uba54\ubaa8\ub9ac\uce74\ub4dc\ub97c \ud30c\ub294 \uac83\ubcf4\ub2e4 \uc0ac\uc5c5\uc758 \uc9c8\uc774 \ub192\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0cc\ub514\uc2a4\ud06c\ub294 \uc774\ub7f0 \ubcc0\ud654\uc758 \uc218\ud61c\ub97c \ubcf4\uace0 \uc788\uc9c0\ub9cc, \uc804\ud658\uc740 \uc9c4\ud589 \uc911\uc774\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uc5c5\uc6a9 AI \uc800\uc7a5 \uc218\uc694\ub294 NAND \ucc44\uc0b0\uc131(\uc0ac\uc5c5 \uc218\uc775 \uad6c\uc870)\uc744 \uac1c\uc120\ud560 \uc218 \uc788\ub2e4. \ub2e4\ub9cc \uc5c5\uacc4 \ud2b9\uc720\uc758 \uacf5\uae09 \uc0ac\uc774\ud074\uc744 \uc5c6\uc560\uc9c0\ub294 \ubabb\ud55c\ub2e4. \uac19\uc740 \uc0dd\uc0b0\uc124\ube44\uac00 \uba54\ubaa8\ub9ac\ub97c \ub9cc\ub4e4\uace0, \ud55c \ubd84\uc57c\uc758 \uacf5\uae09 \uacfc\uc789\uc740 \uacb0\uad6d \ub2e4\ub978 \ubd84\uc57c\ub85c\ub3c4 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0cc\ub514\uc2a4\ud06c\uc758 <a href=\"https:\/\/www.sandisk.com\/company\/newsroom\/press-releases\/2026\/2026-08-03-Sandisk-and-sk-hynix-advance-global-standardization-of-hbf\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc7a5\uae30 \ud574\ubc95\uc740 \u2018HBF(High Bandwidth Flash)\u2019<\/a>\ub2e4. \uc774\ub294 SK\ud558\uc774\ub2c9\uc2a4\uc640 \ud568\uaed8 \uac1c\ubc1c \uc911\uc778 \u2018\uc801\uce35\ud615(\uc313\uc544 \uc62c\ub9ac\ub294) \ud50c\ub798\uc2dc\u2019 \uad6c\uc870\ub85c, AI \uc2dc\uc2a4\ud15c\uc774 \ub354 \ud2b9\ud654\ub41c \uc800\uc7a5 \uc194\ub8e8\uc158\uc744 \uc694\uad6c\ud560\uc218\ub85d \uae30\ud68c\uac00 \ub420 \uc218 \uc788\ub2e4. \ub2e4\ub9cc \ub2e8\uae30 \uc2e4\uc801\uc744 \uc989\uc2dc \ubc14\uafc0 \uc694\uc778\uc774\ub77c\uae30\ubcf4\ub2e4 \uc7a5\uae30 \uc131\uc7a5 \uc635\uc158\uc5d0 \uac00\uae5d\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>SNDK \uc8fc\uac00, \ub370\uc774\ud130\uc13c\ud130 \uc131\uc7a5\uc5d0 \ub2ec\ub838\ub2e4<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0cc\ub514\uc2a4\ud06c\uc758 \ub2e4\uc74c \uad6d\uba74\uc740 \u2018\ub2e4\uc74c \ubd84\uae30\ub3c4 \ud638\uc2e4\uc801\uc744 \ub0b4\ub290\ub0d0\u2019\ubcf4\ub2e4, \ub9e4\ucd9c \uad6c\uc870\uac00 \ubc14\ub00c\ub290\ub0d0\uc5d0 \ub2ec\ub824 \uc788\ub2e4. \ud604\uc7ac \ud658\uacbd\uc744 \ubcf4\uba74 \ucd94\uac00\ub85c \uc88b\uc740 \ubd84\uae30\ub97c \ub0bc \uac00\ub2a5\uc131\uc740 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud575\uc2ec\uc740 \u2018\uacc4\uc57d \uae30\ubc18 \ub370\uc774\ud130\uc13c\ud130 \uc218\uc694\u2019 \ube44\uc911\uc774 \ucda9\ubd84\ud788 \ube60\ub974\uac8c \ub298\uc5b4, \uc804\ud1b5\uc801\uc778 NAND \uc5c5\uccb4\ubcf4\ub2e4 \uc778\ud504\ub77c \uae30\uc5c5\uc5d0 \uac00\uae4c\uc6b4 \ubc38\ub958\uc5d0\uc774\uc158(\uae30\uc5c5\uac00\uce58 \ud3c9\uac00)\uc744 \uc815\ub2f9\ud654\ud560 \uc218 \uc788\ub290\ub0d0\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\ube44\uc790 \uc0ac\uc5c5\ub3c4 \ubcc0\uc218\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\ube44\uc790 \ubd80\ubb38\uc774 \ub454\ud654\ub418\uace0 \ub370\uc774\ud130\uc13c\ud130 \ubd80\ubb38\uc774 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uae30\uc5c5\uc740 \uc804\ud658\uae30\uc5d0 \uc788\ub2e4. \uc804\ud658\uae30\ub294 \uae30\ud68c\ub97c \ub9cc\ub4e4\uc9c0\ub9cc, \uc0ac\uc5c5\uc774 \uc644\uc804\ud788 \uc790\ub9ac\uc7a1\uae30 \uc804\uc5d0 \ubbf8\ub798\ub97c \uc120\ubc18\uc601\ud558\uae30 \ub54c\ubb38\uc5d0 \ubd88\ud655\uc2e4\uc131\ub3c4 \ucee4\uc9c4\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uc7a5\uc740 \ud604\uc7ac \uc774\uc775\ub9cc \ud3c9\uac00\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub2e4. NAND \uc0ac\uc5c5\uc758 \uc77c\ubd80\uac00 \uad6c\uc870\uc801\uc73c\ub85c \ub354 \ub098\uc740 \uc0ac\uc5c5\uc774 \ub420 \uac00\ub2a5\uc131\uae4c\uc9c0 \uac00\uaca9\uc5d0 \ubc18\uc601\ud55c\ub2e4. \uc8fc\uac00 \ubd80\ub2f4\uc740 \uc774 \uae30\ub300\uc5d0\uc11c \ub098\uc628\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ub2e4\uc74c \uc2e4\uc801\uc5d0\uc11c \ubd10\uc57c \ud560 \uac83<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\uc74c \uc2e4\uc801 \ubc1c\ud45c\uc758 \ucd08\uc810\uc740 \u2018\ucd94\uc815\uce58 \uc0c1\ud68c\u2019\ubcf4\ub2e4 \u2018\uc804\ud658\uc774 \uc774\uc5b4\uc9c0\ub294\uac00\u2019\uac00 \ub420 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uac00\uc774\ub358\uc2a4(\uc2e4\uc801 \uc804\ub9dd)<\/strong>: \ud604\uc7ac\uc758 \uc218\uc694 \uac15\uc138\uac00 \uc774\uc5b4\uc9c0\ub294\uc9c0 \ud655\uc778<\/li>\n\n\n\n<li><strong>\ub370\uc774\ud130\uc13c\ud130 \ube44\uc911<\/strong>: \uc9c8 \uc88b\uc740 \ub9e4\ucd9c\uc774 \uc0ac\uc5c5\uc5d0\uc11c \ub354 \ucee4\uc9c0\ub294\uc9c0 \ud655\uc778<\/li>\n\n\n\n<li><strong>\uc18c\ube44\uc790 \uc218\uc694<\/strong>: \uc57d\ud55c \ubd80\ubb38\uc774 \uc548\uc815\ub418\ub294\uc9c0, \ub354 \ub098\ube60\uc9c0\ub294\uc9c0 \ud655\uc778<\/li>\n\n\n\n<li><strong>\uc5c5\uacc4 \uc124\ube44\ud22c\uc790(capex\u00b7\uacf5\uc7a5\/\uc7a5\ube44 \ud22c\uc790)<\/strong>: \uc5c5\uccb4\ub4e4\uc774 \ub2e4\uc74c \uacf5\uae09 \uc0ac\uc774\ud074\uc744 \uc900\ube44\ud558\ub294\uc9c0 \ud655\uc778<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uc790\uc790\ub294 \uc0cc\ub514\uc2a4\ud06c\ubfd0 \uc544\ub2c8\ub77c \uba54\ubaa8\ub9ac \uc5c5\uc885 \uc804\ubc18\ub3c4 \ud568\uaed8 \ubd10\uc57c \ud55c\ub2e4.<\/p>\n\n\n\n<script type=\"module\" src=\"https:\/\/widgets.tradingview-widget.com\/w\/en\/tv-tickers.js\"><\/script>\n\n<tv-tickers symbols=\"NASDAQ:SNDK,NASDAQ:MU,NASDAQ:SKHY\" hide-chart=\"\" hover-type=\"performance-grid\" show-hover=\"\"><\/tv-tickers><br>\n\n\n\n<p class=\"wp-block-paragraph\">\ub192\uc740 \ub9c8\uc9c4\uc740 \ubaa8\ub4e0 \uc5c5\uccb4\uc758 \ud22c\uc790\ub97c \uc790\uadf9\ud55c\ub2e4. \uc0dd\uc0b0\ub2a5\ub825(\uce90\ud30c)\uc774 \ub108\ubb34 \ube68\ub9ac \ub298\uba74, \uc9c0\uae08\uc758 \uc218\uc775\uc131\uc744 \ub9cc\ub4e0 \uc0ac\uc774\ud074\uc774 \uc624\ud788\ub824 \uc218\uc775\uc131\uc744 \uc555\ubc15\ud560 \uc218 \uc788\ub2e4. \uc2e4\uc801 \ubc1c\ud45c \ub4a4 \uc8fc\uac00 \ud558\ub77d\uc774 \uace7 \uc0ac\uc5c5 \uc57d\ud654\ub97c \ub73b\ud558\uc9c0\ub294 \uc54a\ub294\ub2e4. \ud3ec\uc9c0\uc154\ub2dd(\ud22c\uc790\uc790\ub4e4\uc758 \uc120\ucde8\ub9e4 \uc0c1\ud0dc), \uae30\ub300 \uc218\uc900, \uc774\ubbf8 \uc88b\uc740 \uacb0\uacfc\ub97c \uac00\uaca9\uc5d0 \ubc18\uc601\ud55c \uc2dc\uc7a5 \ud658\uacbd\uc744 \ubc18\uc601\ud560 \ub54c\ub3c4 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ubc88 \ubd84\uae30\ub294 \u2018\uc26c\uc6b4 \ubb38\uc81c\u2019\uc600\ub2e4. \ub354 \uc5b4\ub824\uc6b4 \uacfc\uc81c\ub294 AI \uc778\ud504\ub77c \uc548\uc5d0\uc11c NAND\uac00 \ub354 \uc548\uc815\uc801\uc778(\uc9c0\uc18d \uac00\ub2a5\ud55c) \uc0ac\uc5c5\uc774 \ub420 \uc218 \uc788\uc74c\uc744 \uc99d\uba85\ud558\ub294 \uac83\uc774\ub2e4.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Tap for TL;DR<\/summary>\n<p class=\"wp-block-paragraph\"><strong>\uc2e4\uc801\uc774 \uc88b\uc740\ub370\ub3c4 \uc0cc\ub514\uc2a4\ud06c \uc8fc\uac00\uac00 \ud558\ub77d\ud55c \uc774\uc720\ub294?<\/strong> <br>\uc2e4\uc801\uc740 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uc558\uc9c0\ub9cc, \uc2dc\uc7a5 \uae30\ub300\uac00 \ub192\uc544\uc9c4 \uc0c1\ud669\uc5d0\uc11c \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4\uac00 \uc77c\ubd80 \uae30\ub300\uc5d0 \ubabb \ubbf8\ucce4\ub2e4\ub294 \uc810\uc774 \ubd80\uac01\ub410\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc774\ubc88 \uc2e4\uc801\uc774 \ubcf4\uc5ec\uc900 \uc0cc\ub514\uc2a4\ud06c\uc758 AI \uae30\ud68c\ub294?<\/strong> <br>\ub370\uc774\ud130\uc13c\ud130 \uc218\uc694\uac00 \ucee4\uc9c0\uace0 \uc788\uc9c0\ub9cc, NAND\uac00 AI \uc778\ud504\ub77c\uc5d0\uc11c \ub354 \u2018\uc9c8 \uc88b\uc740\u2019 \uc0ac\uc5c5\uc73c\ub85c \uc790\ub9ac\uc7a1\uc744\uc9c0\ub294 \uc2dc\uc7a5\uc774 \uacc4\uc18d \ud655\uc778\ud558\ub294 \uad6c\uac04\uc774\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc0cc\ub514\uc2a4\ud06c\ub294 \ub2e4\ub978 AI \uba54\ubaa8\ub9ac \uc885\ubaa9\uacfc \ubb34\uc5c7\uc774 \ub2e4\ub978\uac00?<\/strong> <br>SK\ud558\uc774\ub2c9\uc2a4\u00b7\ub9c8\uc774\ud06c\ub860\uacfc \ub2ec\ub9ac \uc0cc\ub514\uc2a4\ud06c\ub294 HBM \uc218\uc694\uc758 \uc9c1\uc811 \uc218\ud61c\uac00 \uc81c\ud55c\uc801\uc774\uc5b4\uc11c, \uae30\uc5c5\uc6a9 \uc800\uc7a5\uc7a5\uce58 \uc911\uc2ec\uc73c\ub85c AI \ub178\ucd9c\uc774 \ud615\uc131\ub41c\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc2e4\uc801 \uc774\ud6c4 \ud22c\uc790\uc790\uac00 \ubd10\uc57c \ud560 \uc9c0\ud45c\ub294?<\/strong> <br>\ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c \ube44\uc911, \uc18c\ube44\uc790 \uc218\uc694 \ud750\ub984, \uc5c5\uacc4 \uc804\ubc18\uc758 \uc124\ube44\ud22c\uc790 \uaddc\ubaa8\uac00 \ub2e4\uc74c \ubc29\ud5a5\uc744 \uac00\ub2a0\ud558\ub294 \ud575\uc2ec\uc774\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc0cc\ub514\uc2a4\ud06c\uac00 \ub354 \ub192\uc740 \ubc38\ub958\uc5d0\uc774\uc158\uc744 \uc815\ub2f9\ud654\ud560 \uc218 \uc788\ub098?<\/strong> <br>\uc2dc\uc7a5\uc740 \ub2e8\uae30 \uc774\uc775\ubcf4\ub2e4, \uacc4\uc57d \uae30\ubc18 \ub370\uc774\ud130\uc13c\ud130 \uc218\uc694\ub85c\uc758 \uc804\ud658\uc774 \uc131\uacf5\ud558\ub294\uc9c0\uc5d0 \ub354 \ud070 \uac00\uce58\ub97c \ub450\uace0 \uc788\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>\uc0cc\ub514\uc2a4\ud06c, \ub9e4\ucd9c\u00b7EPS \u2018\uc11c\ud504\ub77c\uc774\uc988\u2019\uc5d0\ub3c4 \uc8fc\uac00 \ud558\ub77d\u2014\uac00\uc774\ub358\uc2a4\uac00 \ub192\uc544\uc9c4 \uae30\ub300\uc5d0 \ubabb \ubbf8\ucce4\ub2e4. AI \ub370\uc774\ud130\uc13c\ud130 \uc218\uc694\ub85c \uae30\uc5c5\uc6a9 SSD \uc804\ud658 \uac00\uc18d, \ub2e4\ub9cc NAND \uc0ac\uc774\ud074\u00b7\uc99d\uc124 \ub9ac\uc2a4\ud06c\uac00 \ubcc0\uc218.<\/p>\n","protected":false},"author":87,"featured_media":52609,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49],"tags":[],"class_list":["post-52610","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=\"\uc0cc\ub514\uc2a4\ud06c, \ub9e4\ucd9c\u00b7EPS \u2018\uc11c\ud504\ub77c\uc774\uc988\u2019\uc5d0\ub3c4 \uc8fc\uac00 \ud558\ub77d\u2014\uac00\uc774\ub358\uc2a4\uac00 \ub192\uc544\uc9c4 \uae30\ub300\uc5d0 \ubabb \ubbf8\ucce4\ub2e4. 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