{"id":143,"date":"2025-10-07T08:25:31","date_gmt":"2025-10-07T08:25:31","guid":{"rendered":"https:\/\/korean-stockmarket.com\/?p=143"},"modified":"2026-03-09T23:40:38","modified_gmt":"2026-03-09T15:40:38","slug":"%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90-%ec%a3%bc%ec%8b%9d-hbm-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%ed%98%b8%ec%9e%ac%eb%b6%80%ed%84%b0-%ec%95%85%ec%9e%ac-%eb%b0%b0%eb%8b%b9%ea%b8%88%ea%b9%8c%ec%a7%80","status":"publish","type":"post","link":"https:\/\/korean-stockmarket.com\/?p=143","title":{"rendered":"\uc0bc\uc131\uc804\uc790 \uc8fc\uc2dd HBM, \uc5d4\ube44\ub514\uc544 \ud638\uc7ac\ubd80\ud130 \uc545\uc7ac, \ubc30\ub2f9\uae08\uae4c\uc9c0 \ucd1d\uc815\ub9ac"},"content":{"rendered":"\n<p>\ucd5c\uadfc \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc5c5\uacc4\uc5d0\uc11c\ub294 \uc0bc\uc131\uc804\uc790 HBM(\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac) \uc0ac\uc5c5\uc774 \uc0c8\ub85c\uc6b4 \ubcc0\uace1\uc810\uc744 \ub9de\uc774\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\ud2b9\ud788 \uc0bc\uc131\uc804\uc790 \uc5d4\ube44\ub514\uc544 \uac04 \ud611\uc5c5 \uac00\ub2a5\uc131\uc774 \uc2dc\uc7a5\uc758 \ud070 \uad00\uc2ec\uc744 \ubc1b\uace0 \uc788\uc73c\uba70, \ub3d9\uc2dc\uc5d0 \uae30\uc220 \uacbd\uc7c1 \uc2ec\ud654\uc640 \uacf5\uae09 \ub9ac\uc2a4\ud06c\ub3c4 \ud568\uaed8 \uc874\uc7ac\ud569\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uc774\ubc88 \uae00\uc5d0\uc11c\ub294 \uc0bc\uc131\uc804\uc790 HBM\uacfc \uad00\ub828\ub41c \ucd5c\uc2e0 \ud638\uc7ac\uc640 \uc545\uc7ac\ub97c \uc815\ub9ac\ud558\uace0, \uc0bc\uc131\uc804\uc790 \uc8fc\uc2dd \ud22c\uc790\uc790 \uc785\uc7a5\uc5d0\uc11c\uc758 \ubc30\ub2f9\uae08 \ud604\ud669\uae4c\uc9c0 \uc885\ud569\uc801\uc73c\ub85c \ubd84\uc11d\ud558\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\uc0bc\uc131\uc804\uc790 \uc5d4\ube44\ub514\uc544 \ud488\uc9c8 \ud14c\uc2a4\ud2b8 \ud1b5\uacfc\uac00 \ub358\uc9c4 \uc2dc\uadf8\ub110<\/strong><\/h2>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"600\" height=\"300\" src=\"https:\/\/korean-stockmarket.com\/wp-content\/uploads\/2025\/10\/image-1-6.jpg\" alt=\"\" class=\"wp-image-145\" style=\"width:840px;height:auto\" srcset=\"https:\/\/korean-stockmarket.com\/wp-content\/uploads\/2025\/10\/image-1-6.jpg 600w, https:\/\/korean-stockmarket.com\/wp-content\/uploads\/2025\/10\/image-1-6-300x150.jpg 300w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<p>(\ucd9c\ucc98:<a href=\"https:\/\/www.businesspost.co.kr\/BP?command=article_view&amp;num=412513\" target=\"_blank\" rel=\"noopener\">\ube44\uc988\ub2c8\uc2a4\ud3ec\uc2a4\ud2b8<\/a>)<\/p>\n\n\n\n<p>\uc0bc\uc131\uc804\uc790\ub294 \ucd5c\uadfc 5\uc138\ub300 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac HBM3E 12\ub2e8 \uc81c\ud488\uc774 \uc5d4\ube44\ub514\uc544\uc758 \ud488\uc9c8 \ud14c\uc2a4\ud2b8\ub97c \ud1b5\uacfc\ud588\ub2e4\ub294 \ubcf4\ub3c4\uac00 \ub098\uc654\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uc774 \uc18c\uc2dd\uc740 \uc0bc\uc131\uc804\uc790 HBM \uc0ac\uc5c5\uc5d0 \uc788\uc5b4 \ud070 \uc804\ud658\uc810\uc73c\ub85c \ud3c9\uac00\ub429\ub2c8\ub2e4. \uadf8 \ub3d9\uc548 \uae30\uc220 \ub09c\uc774\ub3c4\uc640 \ud488\uc9c8 \uae30\uc900 \ub54c\ubb38\uc5d0 \uc5d4\ube44\ub514\uc544 \ub0a9\ud488 \ub8e8\ud2b8 \uc9c4\uc785\uc774 \uc27d\uc9c0 \uc54a\uc558\ub358 \ub9cc\ud07c, \uc774\ubc88 \ud1b5\uacfc\ub294 \uae30\uc220 \uc2e0\ub8b0\uc131\uc744 \ud655\ubcf4\ud588\ub2e4\ub294 \uba54\uc2dc\uc9c0\ub97c \uc2dc\uc7a5\uc5d0 \ub358\uc9c4 \uc148\uc785\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\ud604\uc7ac \ubcf4\ub3c4\uc5d0 \ub530\ub974\uba74 \uc0bc\uc131\uc804\uc790\ub294 \ucd08\uae30 \ubb3c\ub7c9\uc73c\ub85c \uc57d 30K~50K \uc218\uc900\uc758 HBM3E 12\ub2e8 \uc81c\ud488\uc744 \uc5d4\ube44\ub514\uc544\uc5d0 \uc21c\ucc28 \uacf5\uae09\ud560 \uacc4\ud68d\uc774\ub77c\uace0 \ud569\ub2c8\ub2e4.&nbsp;<\/p>\n\n\n\n<p>\uacbd\uc7c1\uc0ac\uc778 SK\ud558\uc774\ub2c9\uc2a4\ub098 \ub9c8\uc774\ud06c\ub860\uc774 \uc774\ubbf8 \uc120\ud589 \uc778\uc99d\uc744 \ud655\ubcf4\ud588\uc744 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4\uace0 \uc99d\uad8c \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc9c0\uc801\ud558\uace0 \uc788\uc5b4, \uc2e4\uc81c \uc2dc\uc7a5 \uc810\uc720\uc728 \ud655\ubcf4 \uc5ec\ubd80\uac00 \uc911\uc694\ud55c \ubcc0\uc218\ub85c \uac70\ub860\ub429\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uc55e\uc73c\ub85c \uc0bc\uc131\uc804\uc790 HBM \uc0ac\uc5c5\uc774 \uc5d4\ube44\ub514\uc544\uc640\uc758 \uc9c0\uc18d\uc801\uc778 \ud611\uc5c5\uc73c\ub85c \uc774\uc5b4\uc9c8\uc9c0, \uc774 \uae30\uc220\ub825\uc774 \ucc28\uc138\ub300 \uba54\ubaa8\ub9ac \uacbd\uc7c1\uc5d0\uc11c \uc5b4\ub5a4 \uc704\uce58\ub97c \ucc28\uc9c0\ud560\uc9c0 \uc9c0\ucf1c\ubcfc \ud544\uc694\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\uc0bc\uc131\uc804\uc790 \ud3c9\ud0dd 5\uacf5\uc7a5 \uc7ac\uac00\ub3d9\uacfc HBM4 \uc591\uc0b0 \uc804\ud658 \uc804\ub7b5<\/strong><\/h2>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"640\" height=\"371\" src=\"https:\/\/korean-stockmarket.com\/wp-content\/uploads\/2025\/10\/image-3-3.jpg\" alt=\"\" class=\"wp-image-147\" style=\"width:840px;height:auto\" srcset=\"https:\/\/korean-stockmarket.com\/wp-content\/uploads\/2025\/10\/image-3-3.jpg 640w, https:\/\/korean-stockmarket.com\/wp-content\/uploads\/2025\/10\/image-3-3-300x174.jpg 300w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/figure>\n\n\n\n<p>(\ucd9c\ucc98:<a href=\"https:\/\/biz.newdaily.co.kr\/site\/data\/html\/2025\/09\/07\/2025090700035.html\" target=\"_blank\" rel=\"noopener\">\ub274\ub370\uc77c\ub9ac\uacbd\uc81c<\/a>)<\/p>\n\n\n\n<p>\uc0bc\uc131\uc804\uc790\ub294 HBM \ub77c\uc778 \ud655\ub300\ub97c \uc704\ud574 \ud3c9\ud0dd 5\uacf5\uc7a5 \uac74\uc124\uc744 \uc7ac\uac1c\ud588\uace0, HBM4 \uc591\uc0b0 \uc900\ube44\uc5d0 \uc18d\ub3c4\ub97c \ub0b4\uace0 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\ud604\uc7ac \uc778\uacf5\uc9c0\ub2a5 \ubc18\ub3c4\uccb4 \uc218\uc694 \uc99d\uac00\uac00 \uc608\uace0\ub418\ub294 \uac00\uc6b4\ub370, HBM4\ub294 \ub354 \ub192\uc740 \ub300\uc5ed\ud3ed\uacfc \uc9d1\uc801\ub3c4\ub97c \ubaa9\ud45c\ub85c \ud558\uba70 AI \uc11c\ubc84\uc6a9 \uba54\ubaa8\ub9ac\uc758 \ud575\uc2ec \uc81c\ud488\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \ub0b4\ub144 \uc911\ubc18\uae4c\uc9c0 \uc0dd\uc0b0 \uc804\ud658\uc744 \ub9c8\uce58\uace0 \uc591\uc0b0 \uccb4\uc81c\uc5d0 \ub3cc\uc785\ud55c\ub2e4\ub294 \uacc4\ud68d\uc744 \uac16\uace0 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\ubfd0\ub9cc \uc544\ub2c8\ub77c, \uc0bc\uc131\uc804\uc790\ub294 HBM4\uc758 \uba54\ubaa8\ub9ac \uae30\ubc18\uc778 D1c D\ub7a8 \uad6c\ucd95\uc5d0\ub3c4 \ubc15\ucc28\ub97c \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>HBM4\uc5d0 \ud544\uc694\ud55c \ucd5c\uc2e0 D\ub7a8\uc744 \ubbf8\ub9ac \ud655\ubcf4\ud568\uc73c\ub85c\uc368, \uae30\uc220 \uc804\ud658\uc758 \ub9ac\uc2a4\ud06c\ub97c \uc904\uc774\ub824\ub294 \uc804\ub7b5\uc785\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uc774\ub7ec\ud55c \ud22c\uc790\ub294 \uc0bc\uc131\uc804\uc790 HBM \uc0ac\uc5c5\uc758 \uae30\uc220 \uc120\ub3c4\ub97c \uc704\ud55c \uae30\ubc18\uc744 \ub2e4\uc9c0\ub294 \uc6c0\uc9c1\uc784\uc73c\ub85c \ubcf4\uc774\uba70, \uc911\uc7a5\uae30\uc801\uc73c\ub85c \uc5d4\ube44\ub514\uc544 \ub4f1 AI \ubc18\ub3c4\uccb4 \ud68c\uc0ac\uc640\uc758 \ud611\uc5c5 \ud655\ub300\uc5d0 \uc720\ub9ac\ud55c \uace0\uc9c0\ub97c \uc810\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\uc0bc\uc131\uc804\uc790 \uacbd\uc7c1\uc0ac\uc758 \uc120\ud589 \uc778\uc99d\uacfc \uae30\uc220 \uc6b0\uc704 \ub9ac\uc2a4\ud06c<\/strong><\/h2>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"640\" height=\"371\" src=\"https:\/\/korean-stockmarket.com\/wp-content\/uploads\/2025\/10\/image.png\" alt=\"\" class=\"wp-image-144\" style=\"width:840px;height:auto\" srcset=\"https:\/\/korean-stockmarket.com\/wp-content\/uploads\/2025\/10\/image.png 640w, https:\/\/korean-stockmarket.com\/wp-content\/uploads\/2025\/10\/image-300x174.png 300w\" sizes=\"(max-width: 640px) 100vw, 640px\" \/><\/figure>\n\n\n\n<p>(\ucd9c\ucc98:<a href=\"https:\/\/www.ajunews.com\/view\/20250914162033239\" target=\"_blank\" rel=\"noopener\">\uc544\uc8fc\uacbd\uc81c<\/a>)<\/p>\n\n\n\n<p>\uc0bc\uc131\uc804\uc790\uac00 \uc5d4\ube44\ub514\uc544 \ub0a9\ud488 \ub8e8\ud2b8\ub97c \ud655\ubcf4\ud588\ub2e4\ub294 \uc18c\uc2dd\uc740 \ud638\uc7ac\uc9c0\ub9cc, \ub3d9\uc2dc\uc5d0 \uc545\uc7ac \uc694\uc778\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4. <\/p>\n\n\n\n<p>SK\ud558\uc774\ub2c9\uc2a4\uc640 \ub9c8\uc774\ud06c\ub860\uc774 HBM4 \uc778\uc99d\uc744 \uba3c\uc800 \ud655\ubcf4\ud588\ub2e4\ub294 \ubd84\uc11d\uc774 \ub098\uc624\uace0 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\ud2b9\ud788 \ubbf8\uc988\ud638\uc99d\uad8c\uc740 \uc0bc\uc131\uc804\uc790\uac00 HBM4 \uacf5\uae09 \uc790\uaca9\uc744 \uc544\uc9c1 \ubabb \ubc1b\uc740 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4\ub294 \uc804\ub9dd\uc744 \ub0b4\ub193\uc740 \ubc14 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uc774 \uacbd\uc6b0 \uc5d4\ube44\ub514\uc544\uac00 HBM4 \ud0d1\uc7ac \uc81c\ud488\uc744 \ucd9c\uc2dc\ud560 \ub54c, \uc774\ubbf8 \uc778\uc99d\uc744 \ud655\ubcf4\ud55c \uacbd\uc7c1\uc0ac \uc81c\ud488\uc744 \uc6b0\uc120 \uc120\ud0dd\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uc774\ub294 \uc0bc\uc131\uc804\uc790 \uc5d4\ube44\ub514\uc544 \ud611\uc5c5 \ud655\ub300\uc5d0 \uc81c\uc57d\uc744 \uc904 \uc218 \uc788\ub294 \uc694\uc18c\uc785\ub2c8\ub2e4. \ub610\ud55c \uae30\uc220 \uaca9\ucc28\ub098 \uc2dc\ud5d8 \uae30\uc900 \ud1b5\uacfc\uc758 \ub09c\uc774\ub3c4 \ub4f1\ub3c4 \uc545\uc7ac\ub85c \uac70\ub860\ub429\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uac8c\ub2e4\uac00 \uc911\uad6d \ub4f1 \ubc18\ub3c4\uccb4 \ud6c4\ubc1c \uacbd\uc7c1\uc0ac\ub4e4\uc774 HBM \uae30\uc220\uc744 \ube60\ub974\uac8c \ub530\ub77c\uc624\uace0 \uc788\ub2e4\ub294 \uc810\ub3c4 \uc8fc\uc758\ud560 \ud544\uc694\uac00 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uc911\uad6d \ubc18\ub3c4\uccb4 \uc5c5\uccb4\ub4e4\uc774 HBM3E \ubc0f \ucc28\uc138\ub300 \uae30\uc220 \uac1c\ubc1c\uc744 \uc55e\ub2f9\uae30\uba74\uc11c, \uc2dc\uc7a5 \ub0b4 \uacf5\uae09 \uacfc\uc789\uc774\ub098 \uac00\uaca9 \ud558\ub77d \uc555\ub825\uc774 \ubc1c\uc0dd\ud560 \uac00\ub2a5\uc131\uc774 \uc81c\uae30\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\uc0bc\uc131\uc804\uc790 HBM \uacf5\uae09 \uacfc\uc789 \uac00\ub2a5\uc131\uacfc \uc2dc\uc7a5 \uacbd\uc7c1 \uc555\ubc15<\/strong><\/h2>\n\n\n\n<p><\/p>\n\n\n\n<p>HBM \uc2dc\uc7a5\uc740 \uc218\uc694 \uae09\uc99d\uacfc \ud568\uaed8 \uacfc\uc789 \uacf5\uae09 \uc6b0\ub824\ub3c4 \ub3d9\uc2dc\uc5d0 \uc874\uc7ac\ud569\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\ud2b9\ud788 \uc911\uad6d \uba54\ubaa8\ub9ac \uc5c5\uccb4\ub4e4\uc774 HBM \uae30\uc220\uc744 \ube60\ub974\uac8c \ud655\ubcf4\ud558\uace0 \uc0dd\uc0b0 \uc5ed\ub7c9\uc744 \ud0a4\uc6b0\uace0 \uc788\ub2e4\ub294 \ubcf4\ub3c4\uac00 \uacc4\uc18d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uc2dc\uc7a5 \uc870\uc0ac\uae30\uad00\uc740 2027\ub144 \uacbd \uc911\uad6d\ubc1c \uacfc\uc789 \uacf5\uae09\uc774 \ub098\ud0c0\ub0a0 \uac00\ub2a5\uc131\uc744 \uacbd\uace0\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 HBM \uc218\uc694 \ub300\ube44 \uacf5\uae09 \ucd08\uacfc\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uac00\uaca9 \ud558\ub77d\uc774 \uc218\uc775\uc131\uc5d0 \ubd80\ub2f4\uc744 \uc904 \uac00\ub2a5\uc131\uc774 \uc788\uc73c\uba70, \uc0bc\uc131\uc804\uc790\ub3c4 \ub300\ube44\ud574\uc57c \ud560 \ub9ac\uc2a4\ud06c\uc785\ub2c8\ub2e4. \uc804\ub7b5\uc801 \ud3ec\uc9c0\uc154\ub2dd\uacfc \uae30\uc220 \uc6b0\uc704 \ud655\ubcf4 \uc5ec\ubd80\uac00 \uad00\uac74\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\uc0bc\uc131\uc804\uc790 \uc8fc\uc2dd \ub3d9\ud5a5\uacfc \ud22c\uc790 \uc2ec\ub9ac<\/strong><\/h2>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\nhttps:\/\/www.youtube.com\/watch?v=qDmJOObsGkQ\n<\/div><\/figure>\n\n\n\n<p>(\ucd9c\ucc98:<a href=\"https:\/\/www.youtube.com\/watch?v=qDmJOObsGkQ\" target=\"_blank\" rel=\"noopener\">\uc804\uc778\uad6c\uacbd\uc81c\uc5f0\uad6c\uc18c<\/a>)<\/p>\n\n\n\n<p>\uc774\ub7ec\ud55c \uae30\uc220 \ubcc0\ud654\uc640 \uc2dc\uc7a5 \ud750\ub984 \uc18d\uc5d0\uc11c \uc0bc\uc131\uc804\uc790 \uc8fc\uc2dd\uc740 \ud22c\uc790\uc790 \uc0ac\uc774\uc5d0\uc11c \uae30\ub300\uc640 \uc6b0\ub824\uac00 \ud63c\uc7ac\ub41c \uc6c0\uc9c1\uc784\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544 \ub0a9\ud488 \uae30\ub300\uac10\uc774 \ubd80\uac01\ub418\uba74\uc11c \uc8fc\uac00\uac00 \uc77c\uc2dc\uc801\uc73c\ub85c \uac15\uc138\ub97c \ubcf4\uc600\uace0, \uc678\uad6d\uc778 \uc21c\ub9e4\uc218\uc138 \uc720\uc785\ub3c4 \uad00\uce21\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uadf8\ub7ec\ub098 \uae30\uc220 \ub9ac\uc2a4\ud06c, \uacbd\uc7c1\uc0ac \uc778\uc99d \uc6b0\uc704, \uc2dc\uc7a5 \uacfc\uc789 \uacf5\uae09 \uc6b0\ub824 \ub4f1\uc774 \ubcc0\uc218\ub85c \uc791\uc6a9\ud558\uba74\uc11c \uc8fc\uac00\uac00 \uc548\uc815\uc801\uc778 \uc0c1\uc2b9 \ud750\ub984\uc744 \uc774\uc5b4\uac00\uc9c0 \ubabb\ud558\ub294 \uba74\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uc804\ubb38\uac00\ub4e4\uc740 HBM \uc0ac\uc5c5\uc774 \ubcf8\uaca9\ud654\ub418\ub294 \uc2dc\uc810\uc744 \uc8fc\ubaa9\ud558\ub77c\uba70, \uc911\uc7a5\uae30\uc801\uc73c\ub85c \uc0bc\uc131\uc804\uc790 \uc8fc\uc2dd\uc740 \uae30\uc220 \uae30\ubc18 \uc131\uc7a5\uc8fc\ub85c\uc11c\uc758 \ub9e4\ub825\uc744 \uc9c0\ub2c8\uace0 \uc788\ub2e4\ub294 \ud3c9\uac00\ub97c \ub0b4\ub193\uace0 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\ud22c\uc790\uc790\ub77c\uba74 \ub2e8\uae30 \ub274\uc2a4\uc5d0 \ud729\uc4f8\ub9ac\uae30\ubcf4\ub2e4\ub294, \uc5d4\ube44\ub514\uc544 \ud611\uc5c5 \uaddc\ubaa8, HBM4 \uc591\uc0b0 \uc548\uc815\uc131, \ubc30\ub2f9 \uc815\ucc45 \ubcc0\ub3d9 \ub4f1\uc744 \uc885\ud569\uc801\uc73c\ub85c \uace0\ub824\ud574 \ub300\uc751\ud558\ub294 \uac83\uc774 \uc88b\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\uc0bc\uc131\uc804\uc790 \ubc30\ub2f9\uae08 \uad6c\uc870\uc640 \uc8fc\uc8fc\ud658\uc6d0 \uc815\ucc45<\/strong><\/h2>\n\n\n\n<p><\/p>\n\n\n\n<p>\uc0bc\uc131\uc804\uc790 \ubc30\ub2f9\uae08\uc740 \uc815\uae30\uc801\uc73c\ub85c \ubc1c\ud45c\ub418\ub294 \uc911\uc694\ud55c \ud22c\uc790 \uc694\uc18c\uc785\ub2c8\ub2e4. <\/p>\n\n\n\n<p>2025\ub144 \uae30\uc900 \ubc30\ub2f9\uae08\uc740 \ubcf4\ud1b5\uc8fc 1\uc8fc\ub2f9 365\uc6d0\uc73c\ub85c \ubc1c\ud45c\ub41c \ubc14 \uc788\uc73c\uba70, \uadf8 \uc678 \ubd84\uae30 \ubc30\ub2f9\ub3c4 \uc2dc\ud589 \uc911\uc785\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\ub610\ud55c \ubc30\ub2f9\ub77d\uc77c\uc740 2025\ub144 9\uc6d4 28\uc77c\ub85c \uc608\uc815\ub418\uc5b4 \uc788\uc73c\uba70, \uc8fc\uc8fc\ub4e4\uc740 \ud574\ub2f9 \ub0a0\uc9dc \uc774\uc804\uc5d0 \uc8fc\uc2dd\uc744 \ubcf4\uc720\ud574\uc57c \ubc30\ub2f9 \uc218\ub839\uc774 \uac00\ub2a5\ud569\ub2c8\ub2e4.&nbsp;<\/p>\n\n\n\n<p>\ubc30\ub2f9\uae08 \uc678\uc5d0\ub3c4 \uc0bc\uc131\uc804\uc790\ub294 \uc8fc\uc8fc\ud658\uc6d0 \uc815\ucc45\uc744 \uac15\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc911\uac04 \ubc30\ub2f9 \uaddc\ubaa8 \ud655\ub300\ub098 \ud2b9\ubcc4 \ubc30\ub2f9 \uac00\ub2a5\uc131\ub3c4 \uc2dc\uc7a5\uc5d0\uc11c \uc870\uc2ec\uc2a4\ub7fd\uac8c \uc5b8\uae09\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\ud22c\uc790\uc790 \uc785\uc7a5\uc5d0\uc11c\ub294 \uc0bc\uc131\uc804\uc790 \uc8fc\uc2dd\uc758 \ubc30\ub2f9 \uc548\uc815\uc131\uc774 \uae0d\uc815\uc801 \uc694\uc18c\uc774\uc9c0\ub9cc, \ubc30\ub2f9\uae08\ub9cc\uc73c\ub85c \uc218\uc775\uc744 \uae30\ub300\ud558\uae30\ubcf4\ub2e4\ub294 \uae30\uc220 \uc131\uc7a5\uc131\uacfc \uc0ac\uc5c5 \uad6c\uc870 \ubcc0\ud654\ub97c \ud568\uaed8 \uace0\ub824\ud558\ub294 \uc804\ub7b5\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>HBM \uc2dc\uc7a5 \uc810\uc720\uc728 \ubcc0\ud654\uc640 \uacbd\uc7c1 \ud310\ub3c4<\/strong><\/h2>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/korean-stockmarket.com\/wp-content\/uploads\/2025\/10\/image-2-5.jpg\" alt=\"\" class=\"wp-image-146\" style=\"width:840px;height:auto\" srcset=\"https:\/\/korean-stockmarket.com\/wp-content\/uploads\/2025\/10\/image-2-5.jpg 600w, https:\/\/korean-stockmarket.com\/wp-content\/uploads\/2025\/10\/image-2-5-300x200.jpg 300w\" sizes=\"(max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<p>(\ucd9c\ucc98:<a href=\"https:\/\/www.mediapen.com\/news\/view\/942852\" target=\"_blank\" rel=\"noopener\">\ubbf8\ub514\uc5b4\ud39c<\/a>)<\/p>\n\n\n\n<p>2025\ub144 1\ubd84\uae30 \uae30\uc900\uc73c\ub85c, HBM \uc2dc\uc7a5\uc5d0\uc11c SK\ud558\uc774\ub2c9\uc2a4\uac00 36% \uc810\uc720\uc728\uc744 \uae30\ub85d\ud55c \ubc18\uba74, \uc0bc\uc131\uc804\uc790\ub294 \uc57d 33.7%\ub85c 2\uc704 \uc218\uc900\uc785\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uc774 \uc218\uce58\ub294 \uc0bc\uc131\uc804\uc790\uac00 HBM \uc2dc\uc7a5\uc5d0\uc11c \uacbd\uc7c1\ub825\uc744 \ud655\ubcf4\ud558\uba74\uc11c\ub3c4 \uc544\uc9c1 \uc808\ub300 \uc6b0\uc704\uc5d0 \uc62c\ub77c\uc788\uc9c0 \uc54a\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\ub530\ub77c\uc11c \uc0bc\uc131\uc804\uc790 HBM \uc0ac\uc5c5\uc740 \uae30\uc220\uc801 \uc131\uacfc\ubfd0 \uc544\ub2c8\ub77c \uc810\uc720\uc728 \ud655\ub300 \uc804\ub7b5\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\ub0a9\ud488\ucc98 \ud655\ubcf4, \uac00\uaca9 \uacbd\uc7c1\ub825 \ud655\ubcf4, \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5 \ub4f1\uc774 \ud568\uaed8 \uc774\ub8e8\uc5b4\uc838\uc57c \uacbd\uc7c1\uc0ac\uc640\uc758 \uaca9\ucc28\ub97c \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\ub610\ud55c \uc624\ud508AI\uc758 \uc2a4\ud0c0\uac8c\uc774\ud2b8 \ud504\ub85c\uc81d\ud2b8 \ucc38\uc5ec \uc18c\uc2dd\ub3c4 \uc8fc\ubaa9\ud560\ub9cc\ud569\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub294 AI \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95 \ud504\ub85c\uc81d\ud2b8\uc5d0 HBM\uc744 \uacf5\uae09\ud558\ub294 \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\ub85c \ucc38\uc5ec\ud558\uba70, \uc2dc\uc7a5 \uc601\ud5a5\ub825\uc744 \ud0a4\uc6b0\uace0 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uc774\ub7f0 \ud611\ub825 \uad6c\uc870\uac00 \ubcf8\uaca9\ud654\ub418\uba74, \uc0bc\uc131\uc804\uc790 HBM \uc0ac\uc5c5\uc740 \ub2e8\uc21c \ubc18\ub3c4\uccb4 \ubd80\ubb38\uc744 \ub118\uc5b4 AI \uc778\ud504\ub77c \uc0dd\ud0dc\uacc4\uc758 \ud575\uc2ec \ucd95\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>HBM \uc2dc\uc7a5 \uc131\uc7a5\uacfc \ud568\uaed8 AI \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\uc758 \uc601\ud5a5\ub825\ub3c4 \ub354\uc6b1 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uad00\ub828 \ubd84\uc11d\uc740 <strong><a href=\"https:\/\/nvidiajukka.com\/?page_id=50\" data-type=\"link\" data-id=\"https:\/\/nvidiajukka.com\/?page_id=50\" target=\"_blank\" rel=\"noopener\">NVIDIA \uc8fc\uac00 \uc804\ub9dd<\/a><\/strong>\uc5d0\uc11c\ub3c4 \ud655\uc778\ud574\ubcf4\uc138\uc694.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\ub9c8\ubb34\ub9ac<\/strong><\/h2>\n\n\n\n<p><\/p>\n\n\n\n<p>\uc815\ub9ac\ud558\uc790\uba74, \uc0bc\uc131\uc804\uc790 HBM \uc0ac\uc5c5\uc740 \uc9c0\uae08\uc774 \ub9e4\uc6b0 \uc911\uc694\ud55c \uc804\ud658\uc810\uc785\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544 \uc778\uc99d \ud1b5\uacfc\ub77c\ub294 \ud638\uc7ac\uc640 \uacbd\uc7c1\uc0ac \uae30\uc220 \uaca9\ucc28\ub77c\ub294 \uc545\uc7ac\uac00 \ub3d9\uc2dc\uc5d0 \uc874\uc7ac\ud558\uba70, \uc774\uc5d0 \ub530\ub77c \uc0bc\uc131\uc804\uc790 \uc8fc\uc2dd\uc758 \ubcc0\ub3d9\uc131\ub3c4 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\uadf8\ub7ec\ub098 \uc7a5\uae30\uc801\uc73c\ub85c\ub294 AI \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc131\uc7a5\uc138\uc640 \ud3c9\ud0dd 5\uacf5\uc7a5 HBM4 \uc591\uc0b0\uc774 \uac00\uc2dc\ud654\ub418\uba74\uc11c \uc2e4\uc801 \ubc18\ub4f1 \uac00\ub2a5\uc131\uc774 \ud07d\ub2c8\ub2e4. <\/p>\n\n\n\n<p>\ub610\ud55c \uc0bc\uc131\uc804\uc790 \ubc30\ub2f9\uae08\uc740 \uc548\uc815\uc801\uc778 \ud604\uae08 \ud750\ub984\uc744 \uc81c\uacf5\ud558\uba70, \uae30\uc220 \uacbd\uc7c1\ub825 \uac15\ud654\uc640 \ubcd1\ud589\ub420 \uacbd\uc6b0 \ud22c\uc790 \ub9e4\ub825\uc740 \ub354\uc6b1 \ub192\uc544\uc9c8 \uac83\uc785\ub2c8\ub2e4.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-amp wp-block-embed-amp\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"cjeBwA54FK\"><a href=\"https:\/\/korean-stockmarket.com\/?p=104\">\ud604\ub300\ucc28 \uc5ed\uc0ac \ucd1d\uc815\ub9ac &#8211; \uc815\uc8fc\uc601 \ud68c\uc7a5\uc758 \uc131\uacf5\uc2a4\ud1a0\ub9ac, \uba85\uc5b8\ubd80\ud130 \uac00\uacc4\ub3c4\uae4c\uc9c0<\/a><\/blockquote><iframe class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;\ud604\ub300\ucc28 \uc5ed\uc0ac \ucd1d\uc815\ub9ac &#8211; \uc815\uc8fc\uc601 \ud68c\uc7a5\uc758 \uc131\uacf5\uc2a4\ud1a0\ub9ac, \uba85\uc5b8\ubd80\ud130 \uac00\uacc4\ub3c4\uae4c\uc9c0&#8221; &#8212; \ucf54\ub9ac\uc548 \uc2a4\ud1a1 \ub9c8\ucf13 | \uacbd\uc81c \ubd84\uc11d &amp; \ubd80\uc790 \ube44\ubc95\" src=\"https:\/\/korean-stockmarket.com\/?p=104&#038;embed=true#?secret=N5I4JROf2R#?secret=cjeBwA54FK\" data-secret=\"cjeBwA54FK\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"\ucd5c\uadfc \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc5c5\uacc4\uc5d0\uc11c\ub294 \uc0bc\uc131\uc804\uc790 HBM(\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac) \uc0ac\uc5c5\uc774 \uc0c8\ub85c\uc6b4 \ubcc0\uace1\uc810\uc744 \ub9de\uc774\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc0bc\uc131\uc804\uc790 \uc5d4\ube44\ub514\uc544 \uac04 \ud611\uc5c5 \uac00\ub2a5\uc131\uc774 \uc2dc\uc7a5\uc758 \ud070 \uad00\uc2ec\uc744 \ubc1b\uace0 \uc788\uc73c\uba70, \ub3d9\uc2dc\uc5d0 \uae30\uc220 \uacbd\uc7c1 \uc2ec\ud654\uc640 \uacf5\uae09 \ub9ac\uc2a4\ud06c\ub3c4 \ud568\uaed8 \uc874\uc7ac\ud569\ub2c8\ub2e4. \uc774\ubc88 \uae00\uc5d0\uc11c\ub294 \uc0bc\uc131\uc804\uc790 HBM\uacfc \uad00\ub828\ub41c \ucd5c\uc2e0 \ud638\uc7ac\uc640 \uc545\uc7ac\ub97c \uc815\ub9ac\ud558\uace0, \uc0bc\uc131\uc804\uc790 \uc8fc\uc2dd \ud22c\uc790\uc790 \uc785\uc7a5\uc5d0\uc11c\uc758 \ubc30\ub2f9\uae08 \ud604\ud669\uae4c\uc9c0 \uc885\ud569\uc801\uc73c\ub85c \ubd84\uc11d\ud558\uaca0\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790 \uc5d4\ube44\ub514\uc544 \ud488\uc9c8 \ud14c\uc2a4\ud2b8 \ud1b5\uacfc\uac00 \ub358\uc9c4 \uc2dc\uadf8\ub110 [&hellip;]","protected":false},"author":1,"featured_media":151,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-143","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-3"],"_links":{"self":[{"href":"https:\/\/korean-stockmarket.com\/index.php?rest_route=\/wp\/v2\/posts\/143","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/korean-stockmarket.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/korean-stockmarket.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/korean-stockmarket.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/korean-stockmarket.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=143"}],"version-history":[{"count":4,"href":"https:\/\/korean-stockmarket.com\/index.php?rest_route=\/wp\/v2\/posts\/143\/revisions"}],"predecessor-version":[{"id":635,"href":"https:\/\/korean-stockmarket.com\/index.php?rest_route=\/wp\/v2\/posts\/143\/revisions\/635"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/korean-stockmarket.com\/index.php?rest_route=\/wp\/v2\/media\/151"}],"wp:attachment":[{"href":"https:\/\/korean-stockmarket.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=143"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/korean-stockmarket.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=143"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/korean-stockmarket.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=143"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}