{"id":360,"date":"2024-11-18T09:48:55","date_gmt":"2024-11-18T00:48:55","guid":{"rendered":"https:\/\/thetibs.co.kr\/?p=360"},"modified":"2024-12-04T10:08:24","modified_gmt":"2024-12-04T01:08:24","slug":"%ec%8b%9c%ec%82%ac%ec%83%81%ec%8b%9d-%eb%b2%bc%eb%9d%bd%ec%b9%98%ea%b8%b0-ai-%ec%8b%9c%eb%8c%80-hbm-%ec%a0%84%ec%9f%81-%eb%b2%8c%ec%9d%b4%eb%8a%94-sk%ed%95%98%ec%9d%b4%eb%8b%89","status":"publish","type":"post","link":"https:\/\/thetibs.co.kr\/?p=360","title":{"rendered":"AI \uc2dc\ub300 \u2018HBM \uc804\uc7c1\u2019 \ubc8c\uc774\ub294 \u2018SK\ud558\uc774\ub2c9\uc2a4 VS \uc0bc\uc131\uc804\uc790\u2019 \uc2b9\uc790 \ub204\uac00 \ub420\uae4c"},"content":{"rendered":"<blockquote><p>\ub274\uc2a4 \uc18d \ub108\ubb34 \uba3c \uc2dc\uc0ac\uc0c1\uc2dd \uc790\uc5f0\uc2a4\ub7fd\uac8c \uc544\ub294 \ucc99 \ud558\uace0 \uc2f6\ub2e4\uba74? &#8216;\uc2dc\uc0ac\uc0c1\uc2dd \ubcbc\ub77d\uce58\uae30&#8217;\uac00 \uc9c0\uae08 \uc81c\uc77c \uc911\uc694\ud55c \uc2dc\uc0ac\uc0c1\uc2dd \ud575\uc2ec\ub9cc \uc27d\uace0 \ube60\ub974\uac8c \uc54c\ub824\ub4dc\ub9bd\ub2c8\ub2e4.<\/p><\/blockquote>\n<figure id=\"attachment_362\" aria-describedby=\"caption-attachment-362\" style=\"width: 996px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-362\" src=\"http:\/\/thetibs.co.kr\/wp-content\/uploads\/2024\/11\/SK\ud558\uc774\ub2c9\uc2a4-\uc138\uacc4-\ucd5c\ucd08-\u201812\ub2e8-\uc801\uce35-HBM3E-\uc591\uc0b0-\ub3cc\uc785_\uc81c\ud488_02_2024-300x169.webp\" alt=\"\" width=\"996\" height=\"561\" srcset=\"https:\/\/thetibs.co.kr\/wp-content\/uploads\/2024\/11\/SK\ud558\uc774\ub2c9\uc2a4-\uc138\uacc4-\ucd5c\ucd08-\u201812\ub2e8-\uc801\uce35-HBM3E-\uc591\uc0b0-\ub3cc\uc785_\uc81c\ud488_02_2024-300x169.webp 300w, https:\/\/thetibs.co.kr\/wp-content\/uploads\/2024\/11\/SK\ud558\uc774\ub2c9\uc2a4-\uc138\uacc4-\ucd5c\ucd08-\u201812\ub2e8-\uc801\uce35-HBM3E-\uc591\uc0b0-\ub3cc\uc785_\uc81c\ud488_02_2024-1024x576.webp 1024w, https:\/\/thetibs.co.kr\/wp-content\/uploads\/2024\/11\/SK\ud558\uc774\ub2c9\uc2a4-\uc138\uacc4-\ucd5c\ucd08-\u201812\ub2e8-\uc801\uce35-HBM3E-\uc591\uc0b0-\ub3cc\uc785_\uc81c\ud488_02_2024-768x432.webp 768w, https:\/\/thetibs.co.kr\/wp-content\/uploads\/2024\/11\/SK\ud558\uc774\ub2c9\uc2a4-\uc138\uacc4-\ucd5c\ucd08-\u201812\ub2e8-\uc801\uce35-HBM3E-\uc591\uc0b0-\ub3cc\uc785_\uc81c\ud488_02_2024-1536x864.webp 1536w, https:\/\/thetibs.co.kr\/wp-content\/uploads\/2024\/11\/SK\ud558\uc774\ub2c9\uc2a4-\uc138\uacc4-\ucd5c\ucd08-\u201812\ub2e8-\uc801\uce35-HBM3E-\uc591\uc0b0-\ub3cc\uc785_\uc81c\ud488_02_2024.webp 1600w\" sizes=\"auto, (max-width: 996px) 100vw, 996px\" \/><figcaption id=\"caption-attachment-362\" class=\"wp-caption-text\">\uc0ac\uc9c4=SK\ud558\uc774\ub2c9\uc2a4<\/figcaption><\/figure>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000\">&#8216;5\ub9cc \uc804\uc790&#8217;, \u201820\ub9cc \ub2c9\uc2a4&#8217;. <\/span>\ud754\ud788 \ud22c\uc790\uc790\ub4e4 \uc0ac\uc774 &#8216;\uc0bc\uc131\uc804\uc790&#8217;\uc640 &#8216;SK\ud558\uc774\ub2c9\uc2a4&#8217; \uc8fc\uc2dd\uc744 \ubd80\ub974\ub294 \ub9d0\uc774\ub2e4. &#8216;5\ub9cc \uc804\uc790&#8217;\ub294 \uc0bc\uc131\uc804\uc790\uc758 \uc8fc\uac00\uac00 5\ub9cc 5,000\uc6d0\ub300 \ubc14\ub2e5\uae4c\uc9c0 \ub5a8\uc5b4\uc9c0\ub294 \uac83\uc744, \u201820\ub9cc \ub2c9\uc2a4&#8217;\ub294 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc8fc\uac00\uac00 20\ub9cc \uc6d0\ub300\ub97c \ud5a5\ud574 \uace0\uacf5 \ud589\uc9c4\ud558\ub294 \ud604\uc0c1\uc744 \ub450\uace0 \uc77c\uceeb\ub294 \ub9d0\uc774\ub2e4. \uad6d\ub0b4 \uc2dc\uac00\ucd1d\uc561 1\uc704\uc640 2\uc704\ub97c \ub2e4\ud22c\ub294 \ub450 \uae30\uc5c5\uc758 \ud76c\ube44\uac00 \uc5c7\uac08\ub9b0 \uc0c1\ud669. \ub300\uccb4 <span style=\"color: #000000\">\ub450 \ud68c\uc0ac\uc5d0 \ubb34\uc2a8 \uc77c\uc774 \uc77c\uc5b4\ub0ac\uc744\uae4c. <\/span>\uadf8 \ubc30\uacbd\uc5d4<span style=\"color: #000000\"> &#8216;HBM \uc804\uc7c1&#8217;\uc774<\/span> \uc788\ub2e4. <em><strong>\u2018<\/strong><\/em><span style=\"color: #000000\"><em><strong>H<\/strong><strong>BM \uc804\uc7c1\u2019<\/strong><strong>\u00a03\ubd84\ub9cc \ud22c\uc790\ud574 \ubcbc\ub77d\uce58\uae30\ub85c \uc54c\uc544\ubcf4\uc790.<\/strong><\/em><\/span><\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000\">\uc778\uacf5\uc9c0\ub2a5(AI) \uc2dc\uc7a5\uc774 \ud06c\uac8c \uc131\uc7a5\ud558\uba74\uc11c \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc778 AI \uae30\uc220\uc744 \uad6c\ud604\ud560 \ud558\ub4dc\uc6e8\uc5b4 \uce69 <\/span><span style=\"color: #000000\">&#8216;AI \ubc18\ub3c4\uccb4&#8217;\uac00 \ud568\uaed8 \ubd80\uc0c1\ud588\ub2e4. <span style=\"color: #ff6600\"><span style=\"color: #000000\">AI\ubfd0\ub9cc \uc544\ub2c8\ub77c 5G, \uc790\uc728\uc8fc\ud589\ucc28, \uba54\ud0c0\ubc84\uc2a4 \ub4f1 \ub2e4\uc591\ud55c \uae30\uc220 \ud601\uc2e0\uc774 \uc774\ub904\uc9c0\ub294 \uc9c0\uae08 <\/span><\/span>AI \ubc18\ub3c4<\/span>\uccb4 \uc218\uc694\ub294 <span style=\"color: #000000\"><span style=\"color: #ff6600\"><span style=\"color: #000000\">\ud3ed\ubc1c\uc801\uc774\ub2e4.<\/span> <\/span><\/span>\uc138\uacc4 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc5c5\uacc4 \ub300\ud45c\uc8fc\uc790 \uc0bc\uc131\uc804<span style=\"color: #000000\">\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub3c4 AI \ubc18\ub3c4\uccb4\ub97c \uc8fc\ub825 \uc0b0\uc5c5\uc73c\ub85c \uc0bc\uace0 \uc788\ub2e4. \ub2e8 \ub450 \uae30\uc5c5\uc758 <\/span><span style=\"color: #000000\">\uc131\uc801\ud45c\uac00 \ub2e4\ub974\ub2e4. \ucd5c\uadfc <\/span>SK\ud558\uc774\ub2c9\uc2a4\ub294 3\ubd84\uae30 \uc601\uc5c5\uc774\uc775\uc73c\ub85c \ubd84\uae30 \uc0ac\uc0c1 \uc5ed\ub300 \ucd5c\ub300 \uc2e4\uc801 7\uc870 300\uc5b5 \uc6d0\uc744 \uae30\ub85d\ud558\uba70 \uc0bc\uc131\uc804\uc790\ub97c \ud06c\uac8c \uc55e\uc9c8\ub800\ub2e4. <span style=\"color: #000000\">\uc0bc\uc131\uc804\uc790 DS\ubd80\ubb38 3\ubd84\uae30 \uc601\uc5c5\uc774\uc775\uc740 3\uc870 8,600\uc5b5 \uc6d0\uc73c\ub85c SK\ud558\uc774\ub2c9\uc2a4\uc758 55% \uc218\uc900\uc774\uc5c8\ub2e4. <span data-type=\"ore\" data-lang=\"en\">SK<\/span>\ud558\uc774\ub2c9\uc2a4\uac00 \uc138\uacc4 \uba54\ubaa8\ub9ac \uce69 \uc5c5\uacc4 1\uc704 \uc0bc\uc131 \ubc18\ub3c4\uccb4\ub97c \ucd94\uc6d4\ud558\ub294 \ub180\ub77c\uc6b4 \uc0ac\uac74\uc774 \uc77c\uc5b4\ub0ac\ub2e4. <\/span><\/p>\n<p><span style=\"color: #000000\">SK\ud558\uc774\ub2c9\uc2a4\uc758 \ud638\uc2e4\uc801\uc744 \uacac\uc778\ud55c \ud575\uc2ec\uc740 \ubc14\ub85c &#8216;\uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)&#8217;\ub2e4. HBM\uc740 \ubc29\ub300\ud55c \uc815\ubcf4\ub97c \ud559\uc2b5\ud558\ub294 AI\uac00 \ub370\uc774\ud130\ub97c \ube60\ub974\uac8c \ucc98\ub9ac\ud560 \uc218 \uc788\ub3c4\ub85d \ub3d5\ub294 \uace0\uc131\ub2a5 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4\ub85c, AI \uc131\ub2a5 \uadf9\ub300\ud654\ub97c \uc704\ud55c \ud544\uc218\ud488\uc774\ub2e4. \ud604\uc7ac SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc138\uacc4 HBM \uc2dc\uc7a5\uc758 \uc57d 54%\ub97c, \uc0bc\uc131\uc804\uc790\ub294 \uc57d 41%\ub97c \uc810\uc720\ud558\uace0 \uc788\ub2e4. AI \uc2dc\uc7a5 \uac00\uc7a5 \ud070 \uc190\uc778 &#8216;\uc5d4\ube44\ub514\uc544&#8217;\uc5d0 HBM \ubb3c\ub7c9\uc744 \uc0ac\uc2e4\uc0c1 \ub3c5\uc810 \uacf5\uae09\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\uc810\ud55c SK\ud558\uc774\ub2c9\uc2a4\uc758 \ub4a4\ub97c \uc0bc\uc131\uc804\uc790\uac00 \ubc14\uc058\uac8c \ucd94\uaca9\ud558\ub294 \ubaa8\uc591\uc0c8\ub2e4. \ud604\uc7ac\uae4c\uc9c0 <\/span><span style=\"color: #000000\">HBM \uacbd\uc7c1\uc744 1\ub77c\uc6b4\ub4dc\ub77c\uace0 \ud588\uc744 \ub54c \uadf8 \uc2b9\uc790\ub294 SK\ud558\uc774\ub2c9\uc2a4\ub77c\ub294 \ud3c9\uc774 \uc9c0\ubc30\uc801\uc774\ub2e4. <\/span><span style=\"color: #000000\">\ud504\ub791\uc2a4 IT \uc2dc\uc7a5\uc870\uc0ac\uae30\uad00 \uc69c \uadf8\ub8f9\uc5d0 \ub530\ub974\uba74 2024\ub144 HBM \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc804\ub144 \ub300\ube44 150% \uc131\uc7a5\ud55c 141\uc5b5 \ub2ec\ub7ec(19\uc870 \uc6d0)\ub85c, 2025\ub144\uc740 \uc57d 40% \uc131\uc7a5\ud55c 199\uc5b5 \ub2ec\ub7ec(27\uc870 \uc6d0), 2029\ub144\uc740 377\uc5b5 \ub2ec\ub7ec(50\uc870 \uc6d0)\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\uc640 \uc0bc\uc131\uc804\uc790\uac00 &#8216;HBM \uc804\uc7c1&#8217; 1\ub77c\uc6b4\ub4dc \uacb0\uacfc \uc55e\uc5d0\uc11c \uac78\uc74c\uc744 \uba48\ucd9c \ub9ac \uc5c6\ub2e4. &#8216;\ucc28\uc138\ub300 HBM&#8217;\uc758 \ub4f1\uc7a5\uc774 \uc608\uace0\ub418\ub294 \uac00\uc6b4\ub370, \ub9c9\uc774 \uc624\ub97c &#8216;HBM \uc804\uc7c1&#8217; 2\ub77c\uc6b4\ub4dc \uc2b9\uae30\ub294 \ub204\uac00 \uc7a1\uac8c \ub420\uae4c.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000\"><strong>\u25c7 \uba54\ubaa8\ub9ac \uce69 &#8216;\ub9cc\ub144 2\ub4f1&#8217; SK\ud558\uc774\ub2c9\uc2a4 \uc5b4\ub5bb\uac8c HBM \uc655\uc88c \uc62c\ub790\ub098<\/strong><\/span><\/p>\n<p>2013\ub144 SK\ud558\uc774\ub2c9\uc2a4\ub294 1\uc138\ub300 HBM\uc744 \uc138\uacc4 \ucd5c\ucd08\ub85c \uac1c\ubc1c\ud558\uba70 <span style=\"color: #000000\">\uc77c\ucc0c\uac10\uce58 \uc2dc\uc7a5\uc5d0 \uc790\ub9ac \uc7a1\uc558\ub2e4. \uc0bc\uc131\uc804\uc790\ub3c4 2015\ub144 1\uc138\ub300 HBM\uc744 \uc0c1\uc6a9<\/span>\ud654\ud55c HBM 2\uc138\ub300(HBM2)\ub97c \ub0b4\ub193\uc73c\uba70 \uc2dc\uc7a5\uc5d0 \ud568\uaed8 \uc9c4\uc785\ud588\ub2e4. \uc774\ub54c\uae4c\uc9c0\ub9cc \ud574\ub3c4 HBM 3\uc138\ub300(HBM2E)\ub97c \uba3c\uc800 \uac1c\ubc1c\ud558\uace0 \uc591\uc0b0\ud55c \uc0bc\uc131\uc804\uc790\uac00 \uc55e\uc11c\ub294 \ub4ef\ud588\ub2e4. \ud558\uc9c0\ub9cc \uc0bc\uc131\uc804\uc790\ub294 2019\ub144 \ub9d0 \ub3cc\uc5f0 HBM \uc804\ub2f4 \uc5f0\uad6c\uac1c\ubc1c\ud300\uc744 \uc0ac\uc2e4\uc0c1 \ud574\uccb4 \uc2dc\ud0a4\uace0 \uc0ac\uc5c5 \ucd95\uc18c\uc5d0 \ub4e4\uc5b4\uac14\ub2e4. HBM\uc740 \uac1c\ubc1c \ube44\uc6a9\uc774 \ub192\uace0 \uc0dd\uc0b0 \uacf5\uc815\uc774 \ubcf5\uc7a1\ud560 \ubfd0\ub9cc \uc544\ub2c8\ub77c, \uace0\uac00\uc758 \ube44\uc8fc\ub958 \uba54\ubaa8\ub9ac \uce69\uc73c\ub85c \uace0\uac1d\uad70\uc774 \uadf9\ud788 \ud55c\uc815\ub418\uc5b4 \uc788\uc5b4 \uc218\uc775\uc131\uc774 \ub5a8\uc5b4\uc9c4\ub2e4\ub294 \uc774\uc720\uc600\ub2e4. \uc774\ud6c4 \ub300\ub7c9 \uc0dd\uc0b0\uc73c\ub85c \ub2e8\uae30\uc801 \uc2e4\uc801 \uac1c\uc120\uc744 \uc774\ub8f0 \uc218 \uc788\uace0 \uc218\uc775\uc131\uc774 \ubcf4\uc7a5\ub41c \ubc94\uc6a9 \uba54\ubaa8\ub9ac \ucabd\uc73c\ub85c \ubc1c\uae38\uc744 \ub3cc\ub838\ub2e4. \ubc18\uba74 SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc0bc\uc131\uc804\uc790\uac00 \ud55c\ubc1c \ubb3c\ub7ec\ub09c HBM \ud310\uc5d0 \ub0a8\uc544 \uc790\ub9ac\ub97c \uc9c0\ucf30\ub2e4. \ubaa8\ub450\uac00 HBM\uc758 \uc2dc\uc7a5\uc131\uc744 \uc758\uc2ec\ud560 \ub54c, \ucd5c\ud0dc\uc6d0 \ud68c\uc7a5\uc744 \ube44\ub86f\ud55c \uacbd\uc601\uc9c4\uacfc \uc5d4\uc9c0\ub2c8\uc5b4\ub4e4\uc740 \ucef4\ud4e8\ud130 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4\uc758 \uc131\ub2a5\uc774 \uc911\uc694\ud574\uc9c8 \uac83\uc774\ub77c\uba70 \uacfc\uac10\ud788 \ubca0\ud305\ud588\ub2e4. \uadf8\ub807\uac8c \uac1c\ubc1c\uacfc \ud22c\uc790\ub97c \uc774\uc5b4 \ub098\uac04 \uacb0\uacfc 2021\ub144 10\uc6d4, \ub9c8\uce68\ub0b4 HBM 4\uc138\ub300(HBM3) 8\ub2e8\uc744 \uc138\uacc4 \ucd5c\ucd08\ub85c \uac1c\ubc1c\ud55c\ub2e4. \ud5a5\ud6c4 \uc774 HBM 4\uc138\ub300 8\ub2e8\uc740 \uc0dd\uc131\ud615 \uc778\uacf5\uc9c0\ub2a5 &#8216;\ucc57GPT&#8217; \uac1c\ud654 \uc2dc\uae30\uc640 \ub9de\ubb3c\ub824 \uc5d4\ube44\ub514\uc544\uc758 AI \uac00\uc18d\uae30 &#8216;H100&#8217;\uc5d0 \ud0d1\uc7ac\ub410\uace0, SK\ud558\uc774\ub2c9\uc2a4\uac00 HBM \uc2dc\uc7a5 \uc8fc\ub3c4\uad8c\uc744 \uc950\uac8c \ub41c \uacb0\uc815\uc801 \uacc4\uae30\uac00 \ub410\ub2e4.<\/p>\n<p>\uc774\ud6c4 SK\ud558\uc774\ub2c9\uc2a4\ub294 2023\ub144 4\uc6d4\uc5d4 \ud55c \ubc88 \ub354 HBM 4\uc138\ub300(HBM3) 12\ub2e8\uc744 \uc138\uacc4 \ucd5c\ucd08\ub85c \uac1c\ubc1c\ud558\uba70 \uc9c8\uc8fc\ub97c \uc774\uc5b4\uac14\ub2e4. \uc9c0\ub09c 3\uc6d4\uc5d0\ub294 \uc5c5\uacc4 \ucd5c\ucd08\ub85c \uc5d4\ube44\ub514\uc544\uc5d0 HBM 5\uc138\ub300(HBM3E) 8\ub2e8\uc744 \ub0a9\ud488\ud588\uace0, \uc9c0\ub09c 9\uc6d4 \uc591\uc0b0\uc744 \uc2dc\uc791\ud55c 12\ub2e8 \uc81c\ud488\uc740 \uc62c\ud574 4\ubd84\uae30 \uc911 \ucd9c\ud558\ub97c \uc55e\ub450\uace0 \uc788\ub2e4. \uc62c\ud574 \ub9d0\ubd80\ud130 \ubcf8\uaca9 \uc591\uc0b0\ub420 \uc5d4\ube44\ub514\uc544\uc758 \ucc28\uc138\ub300 \ubaa8\ub378 &#8216;\ube14\ub799\uc6f0(Blackwell)&#8217;\uc5d0 \ud0d1\uc7ac\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 HBM 5\uc138\ub300 \uc81c\ud488\uc740 \ub0b4\ub144 \uc5d4\ube44\ub514\uc544\uc758 HBM \uc8fc\ubb38\ub7c9 \uc911 \uc57d 85%\ub97c \ub118\uc5b4\uc124 \uc804\ub9dd\uc774\ub2e4. \uc774\ub807\uac8c \uc2b9\uc2b9\uc7a5\uad6c\ud558\ub294 SK\ud558\uc774\ub2c9\uc2a4\uc5d0 \ubc00\ub824 \uc0bc\uc131\uc804\uc790\uc758 \uc704\uce58\ub294 \uc5ec\uc804\ud788 \ub4a4\ud3b8\uc778 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 AMD\uc5d0 HBM 5\uc138\ub300\ub97c \ub0a9\ud488\ud558\uace0 \uc788\uc9c0\ub9cc, \uc544\uc9c1 \ucd5c\ub300 \uace0\uac1d\uc0ac\uc778 \uc5d4\ube44\ub514\uc544\uc758 \ud488\uc9c8 \ud14c\uc2a4\ud2b8\ub294 \ud1b5\uacfc\ud558\uc9c0 \ubabb\ud558\uba70 \uc81c\uc790\ub9ac\uac78\uc74c \uc911\uc774\ub2e4. \ucd5c\uadfc 3\ubd84\uae30 \uc2e4\uc801 \uc124\uba85\ud68c\uc5d0\uc11c &#8220;\uc8fc\uc694 \uace0\uac1d\uc0ac\uc758 \ud488\uc9c8 \ud14c\uc2a4\ud2b8\uc5d0\uc11c \uc720\uc758\ubbf8\ud55c \uc9c4\uc804\uc744 \ud655\ubcf4\ud588\ub2e4&#8221;\ub77c\uace0 \uc5b8\uae09\ud558\uae34 \ud588\uc9c0\ub9cc 4\ubd84\uae30 \uc911 \uc5d4\ube44\ub514\uc544\ud5a5 HBM 5\uc138\ub300 \ud655\ub300 \ud310\ub9e4 \uacc4\ud68d\uc774 \uac00\ub2a5\ud560\uc9c0\ub294 \ubd88\ud22c\uba85\ud558\ub2e4.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u25c7 \u20186\uc138\ub300 HBM\u2019 \uc804\uc7c1\uc5d0\uc11c \ubc18\uc804 \ub178\ub9ac\ub294 \uc0bc\uc131\uc804\uc790<\/strong><\/p>\n<p><span style=\"color: #000000\">\ud558\uc9c0\ub9cc \uc0bc\uc131\uc804\uc790\ub294 \u2018HBM \uc804\uc7c1\u2019 2\ub77c\uc6b4\ub4dc\ub97c \ud1b5\ud574 \uc120\ub450 \ud0c8\ud658\uc744 \ub178\ub9ac\uace0 \uc788\ub2e4. 2\ub77c\uc6b4\ub4dc <\/span><span style=\"color: #000000\">\ucd5c\ub300 \uaca9\uc804\uc9c0\ub85c \uc608\uc0c1\ub418\ub294 &#8216;HBM 6\uc138\ub300(HBM4)&#8217;\ub97c \uaca8\ub0e5\ud558\uaca0\ub2e4\ub294 \uacc4\ud68d\uc774\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 2026\ub144 \ucc28\uc138\ub300 AI \uac00\uc18d\uae30 \u2018\ub8e8\ube48(Rubin)\u2019\uacfc 2027\ub144 \u2018\ub8e8\ube48 \uc6b8\ud2b8\ub77c(Rubin Ultra)\u2019\ub97c \ucd9c\uc2dc\ud558\ub294\ub370, \uc5ec\uae30\uc5d0\ub294 \uac01 8\uac1c, 12\uac1c\uc758 HBM 6\uc138\ub300\uac00 \ud0d1\uc7ac\ub420 \uc804\ub9dd\uc774\ub2e4. \ubc18\ub3c4\uccb4 \uae30\uc5c5\ub4e4\uc740 \uc5d4\ube44\ub514\uc544\uc5d0 HBM 6\uc138\ub300\ub97c \uba3c\uc800 \uacf5\uae09\ud558\uae30 \uc704\ud574 \uacf5\uc744 \ub4e4\uc77c \uc218\ubc16\uc5d0 \uc5c6\ub2e4. \ucc28\uc138\ub300 HBM \uc2dc\uc7a5\uc744 \uc7a1\uc744 \uc218 \uc788\ub294 &#8216;\ud070 \uc7a5&#8217;\uc774 \uc5f4\ub9b0 \uc9c0\uae08, \uc0bc\uc131\uc804\uc790\uc5d0\ub294 SK\ud558\uc774\ub2c9\uc2a4\uc5d0 \ubc00\ub9b0 \uc2e4\uc801\uc744 \ub9cc\ud68c\ud560 \uae30\ud68c\uac00 \ucc3e\uc544\uc628 \uac83\uc774\ub2e4. \uc774\ubbf8 \uacbd\uc7c1\ub825\uc744 \uc783\uc740 HBM 5\uc138\ub300\uc5d0 \ubaa9\uba54\uae30\ubcf4\ub2e4 \uc544\uc9c1 \ub204\uad6c\ub3c4 \uac00\ubcf4\uc9c0 \uc54a\uc740 \uc601\uc5ed, HBM 6\uc138\ub300\uc5d0 \uc0ac\ud65c\uc744 \uac70\ub294 \uac83\uc774 \ub098\uc744 \uc218 \uc788\ub2e4. \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc560\ucd08 \uacc4\ud68d\ubcf4\ub2e4 \ub354 \uc11c\ub458\ub7ec \ub0b4\ub144 \ud558\ubc18\uae30\uc5d0 HBM 6\uc138\ub300\ub97c \ub0b4\ub193\ub294\ub2e4\ub294 \uacc4\ud68d\uc774\ub2e4.\u00a0<\/span><\/p>\n<p>\uc0bc\uc131\uc804\uc790\ub294 HBM 6\uc138\ub300 \uc2dc\uc7a5\ub9cc\ud07c\uc740 \uc0ac\uc218\ud558\uae30 \uc704\ud574 \ub77c\uc774\ubc8c\uacfc\uc758 \ud611\ub825\ub3c4 \ubd88\uc0ac\ud560 \uc791\uc815\uc774\ub2e4. \ud611\ub825\uc0ac\ub85c \uc720\ub825\ud558\uac8c \uac70\ub860\ub418\uace0 \uc788\ub294 \uacf3\uc740 \uc138\uacc4 \ucd5c\ub300 \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0) \uae30\uc5c5 &#8216;TSMC&#8217;\ub2e4. \uc804 \ubc18\ub3c4\uccb4 \uacf5\uc815\uc744 \uc544\uc6b0\ub974\ub294 \uc885\ud569\ubc18\ub3c4\uccb4\uae30\uc5c5 \uc0bc\uc131\uc804\uc790\uac00 \uc790\uccb4 \ud30c\uc6b4\ub4dc\ub9ac\uac00 \uc544\ub2cc \uacbd\uc7c1\uc0ac \ud30c\uc6b4\ub4dc\ub9ac\uc5d0 \uc81c\uc791\uc744 \ub9e1\uae34\ub2e4\ub294 \uac83\uc740 \uc774\ub840\uc801\uc778 \uc77c\uc774\ub2e4. HBM 6\uc138\ub300\ubd80\ud130\ub294 HBM\uc758 \ud575\uc2ec \ubd80\ud488 &#8216;\ub85c\uc9c1\ub2e4\uc774&#8217;\uc5d0 \ubcf5\uc7a1\ud55c \ud30c\uc6b4\ub4dc\ub9ac \uacf5\uc815\uc774 \uc694\uad6c\ub418\uae30\uc5d0 \uc790\uc874\uc2ec\uc744 \uad6c\uae38\uc9c0\uc5b8\uc815 \uc2e4\ub9ac\ub97c \ucd94\uad6c\ud55c\ub2e4\ub294 \uac83\uc774\ub2e4. \uc55e\uc11c SK\ud558\uc774\ub2c9\uc2a4\ub294 HBM 6\uc138\ub300 \uc0dd\uc0b0\uc744 \uc704\ud574 TSMC\uc640 \uc774\ubbf8 \uc804\ub7b5\uc801 \ub3d9\ubc18\uc790 \uad00\uacc4\ub97c \ub9fa\uc5c8\ub2e4. \uc0bc\uc131\uc804\uc790\ub85c\uc11c\ub294 TSMC \ud328\ud0a4\uc9d5 \uae30\uc220\uc744 SK\ud558\uc774\ub2c9\uc2a4\uc640 \uac19\uc774 \uc4f4\ub2e4\uba74 \uc131\ub2a5 \uaca9\ucc28 \ud06c\uac8c \uc904\uc77c \uc218 \uc788\ub2e4\ub294 \uc774\uc810\uc774 \uc788\ub2e4. \uc5ec\uae30\uc5d0 HBM 6\uc138\ub300\ubd80\ud130 \ubcf8\uaca9 \uc801\uc6a9\ub418\ub294 \uc0c8\ub85c\uc6b4 \uacf5\uc815\uc778 &#8216;\ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529&#8217;\uc758 \uc644\uc131\ub3c4\ub3c4 \uc7c1\uc810\uc774\ub2e4. \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uae30\uc220\uc740 HBM\uc758 D\ub7a8 \uce69\uc744 \ub354 \uc587\uace0 \ub192\uac8c \uc313\uc744 \uc218 \uc788\ub3c4\ub85d \ud558\ub294 \uc0c8\ub85c\uc6b4 \uc81c\uc870 \ubc29\uc2dd\uc774\ub2e4. \uba3c\uc800 \uc548\uc815\uc801\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uae30\uc220\uc744 \uad6c\ud604\ud558\ub294 \ud68c\uc0ac\uac00 HBM 2\ucc28 \ub300\uc804\uc5d0\uc11c \uc2b9\ub9ac\ud560 \ud655\ub960\uc774 \ub192\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 HBM 6\uc138\ub300\ubd80\ud130 \ubc14\ub85c \uae30\uc220\uc744 \uc801\uc6a9\ud558\uace0, SK\ud558\uc774\ub2c9\uc2a4\ub294 HBM 7\uc138\ub300(HBM4E)\ubd80\ud130 \uc801\uc6a9\ud55c\ub2e4\ub294 \uacc4\ud68d\uc774\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 HBM 6\uc138\ub300\uc758 \uc131\uacf5\uc801\uc778 \uac1c\ubc1c\uacfc \ud310\ub9e4\ub85c \ubc18\ub3c4\uccb4 \uc81c\uc655\uc758 \uc790\ub9ac\ub97c \ud0c8\ud658\ud558\uaca0\ub2e4\ub294 \uc57c\uc2ec\uc744 \ubd88\ud0dc\uc6b0\uace0 \uc788\ub2e4.<\/p>\n<p>\u2018\uc5d4\ube44\ub514\uc544(\uace0\uac1d\uc0ac)-SK\ud558\uc774\ub2c9\uc2a4(\uc124\uacc4 \ubd80\ubb38)-TSMC(\uc0dd\uc0b0 \ubd80\ubb38)\u2019\ub85c \ubb36\uc778 AI \ubc18\ub3c4\uccb4 3\uc790 \ub3d9\ub9f9\uc774 \uacf5\uace0 \ud574\uc9c0\ub294 \uc774 \uc2dc\uc810\uc5d0, \uc0bc\uc131\uc804\uc790\ub294 \uc55e\uc73c\ub85c \ud310\uc138\ub97c \ub4a4\uc9d1\uc744 \uc218 \uc788\uc744\uae4c? \uc0bc\uc131\uc804\uc790\uac00 HBM \uc0dd\ud0dc\uacc4\ub97c \uc774\ub044\ub294 SK\ud558\uc774\ub2c9\uc2a4\ub97c \ub530\ub77c\uc7a1\uc744 \uc218 \uc788\uc744 \uc9c0 \uadc0\ucd94\uac00 \uc8fc\ubaa9\ub41c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ub274\uc2a4 \uc18d \ub108\ubb34 \uba3c \uc2dc\uc0ac\uc0c1\uc2dd \uc790\uc5f0\uc2a4\ub7fd\uac8c \uc544\ub294 \ucc99 \ud558\uace0 \uc2f6\ub2e4\uba74? &#8216;\uc2dc\uc0ac\uc0c1\uc2dd \ubcbc\ub77d\uce58\uae30&#8217;\uac00 \uc9c0\uae08 \uc81c\uc77c \uc911\uc694\ud55c \uc2dc\uc0ac\uc0c1\uc2dd \ud575\uc2ec\ub9cc \uc27d\uace0 \ube60\ub974\uac8c \uc54c\ub824\ub4dc\ub9bd\ub2c8\ub2e4. &nbsp; &#8216;5\ub9cc \uc804\uc790&#8217;, \u201820\ub9cc \ub2c9\uc2a4&#8217;. \ud754\ud788 \ud22c\uc790\uc790\ub4e4 \uc0ac\uc774 &#8216;\uc0bc\uc131\uc804\uc790&#8217;\uc640 &#8216;SK\ud558\uc774\ub2c9\uc2a4&#8217; \uc8fc\uc2dd\uc744 \ubd80\ub974\ub294 \ub9d0\uc774\ub2e4. &#8216;5\ub9cc \uc804\uc790&#8217;\ub294 \uc0bc\uc131\uc804\uc790\uc758 \uc8fc\uac00\uac00 5\ub9cc 5,000\uc6d0\ub300 \ubc14\ub2e5\uae4c\uc9c0 \ub5a8\uc5b4\uc9c0\ub294 \uac83\uc744, \u201820\ub9cc \ub2c9\uc2a4&#8217;\ub294 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc8fc\uac00\uac00 20\ub9cc \uc6d0\ub300\ub97c \ud5a5\ud574 \uace0\uacf5 \ud589\uc9c4\ud558\ub294 \ud604\uc0c1\uc744 \ub450\uace0 \uc77c\uceeb\ub294 \ub9d0\uc774\ub2e4.&hellip;&nbsp;<a href=\"https:\/\/thetibs.co.kr\/?p=360\" class=\"\" rel=\"bookmark\">\ub354 \ubcf4\uae30 &raquo;<span class=\"screen-reader-text\">[\uc2dc\uc0ac\uc0c1\uc2dd \ubcbc\ub77d\uce58\uae30] AI \uc2dc\ub300 \u2018HBM \uc804\uc7c1\u2019 \ubc8c\uc774\ub294 \u2018SK\ud558\uc774\ub2c9\uc2a4 VS \uc0bc\uc131\uc804\uc790\u2019 \uc2b9\uc790 \ub204\uac00 \ub420\uae4c<\/span><\/a><\/p>\n","protected":false},"author":9,"featured_media":362,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"","_seopress_titles_title":"","_seopress_titles_desc":"","_seopress_robots_index":"","neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"off","neve_meta_content_width":70,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","footnotes":""},"categories":[19,7,22,21,12],"tags":[135,139,138,136,137],"class_list":["post-360","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-main","category-industry","category-peoplenow","category-topic","category-issue","tag-hbm","tag-hbm3e","tag-hbm4","tag-sk","tag-137"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","_links":{"self":[{"href":"https:\/\/thetibs.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/360","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thetibs.co.kr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thetibs.co.kr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thetibs.co.kr\/index.php?rest_route=\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/thetibs.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=360"}],"version-history":[{"count":21,"href":"https:\/\/thetibs.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/360\/revisions"}],"predecessor-version":[{"id":754,"href":"https:\/\/thetibs.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/360\/revisions\/754"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/thetibs.co.kr\/index.php?rest_route=\/wp\/v2\/media\/362"}],"wp:attachment":[{"href":"https:\/\/thetibs.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=360"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thetibs.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=360"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thetibs.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}