{"id":11451,"date":"2026-04-23T17:03:13","date_gmt":"2026-04-23T08:03:13","guid":{"rendered":"https:\/\/readtrends.com\/ko\/samsung-hynix-q1-memory-margin\/"},"modified":"2026-04-23T17:03:13","modified_gmt":"2026-04-23T08:03:13","slug":"samsung-hynix-q1-memory-margin","status":"publish","type":"post","link":"https:\/\/readtrends.com\/ko\/samsung-hynix-q1-memory-margin\/","title":{"rendered":"\u2018\uc0bc\uc131 vs. \ud558\uc774\ub2c9\uc2a4\u2019 1\ubd84\uae30 \uba54\ubaa8\ub9ac \uc601\uc5c5\uc774\uc775\ub960 \uc2b9\uc790\uc5d0 \uad00\uc2ec \uc9d1\uc911"},"content":{"rendered":"<article>\n<h2>\ud575\uc2ec \uc694\uc57d<\/h2>\n<p>SK\ud558\uc774\ub2c9\uc2a4\ub294 2026\ub144 1\ubd84\uae30 \uba54\ubaa8\ub9ac \ubd80\ubb38\uc5d0\uc11c \uc5ed\ub300 \ucd5c\ub300 \uc218\uc900\uc778 72%\uc758 \uc601\uc5c5\uc774\uc775\ub960\uc744 \uae30\ub85d\ud588\ub2e4. \uc0bc\uc131\uc804\uc790\ub3c4 \ubc94\uc6a9 D\ub7a8\u00b7\ud50c\ub798\uc2dc \uac00\uaca9 \uae09\ub4f1\uc73c\ub85c \uba54\ubaa8\ub9ac \uc0ac\uc5c5\ubd80\uc758 \uc774\uc775\ub960\uc774 \ud06c\uac8c \uac1c\uc120\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 30\uc77c \uc608\uc815\ub41c \uc0bc\uc131\uc804\uc790 \uc2e4\uc801 \ubc1c\ud45c\ub97c \uc55e\ub450\uace0 \uc99d\uad8c\uc0ac\ub4e4\uc758 \uc804\ub9dd\uce58\uac00 \uc787\ub530\ub974\uace0 \uc788\ub2e4. \uc99d\uad8c\uc0ac\ub4e4\uc740 \uc0bc\uc131\uc758 \uba54\ubaa8\ub9ac \uc601\uc5c5\uc774\uc775\ub960\uc744 71.9%\uc5d0\uc11c 77%\uae4c\uc9c0 \uc81c\uc2dc\ud574 SK\uc640 \ube44\uc2b7\ud558\uac70\ub098 \ub354 \ub192\uc744 \uc218 \uc788\ub2e4\uace0 \ubcf4\uace0 \uc788\ub2e4.<\/p>\n<h2>\ud575\uc2ec \uc0ac\uc2e4<\/h2>\n<ul>\n<li>SK\ud558\uc774\ub2c9\uc2a4 1\ubd84\uae30 \uba54\ubaa8\ub9ac \uc601\uc5c5\uc774\uc775\ub960: 72% (\ud68c\uc0ac \uacf5\uc2dc \uae30\uc900)<\/li>\n<li>\uc99d\uad8c\uc0ac \uc804\ub9dd(\uc0bc\uc131\uc804\uc790 \uba54\ubaa8\ub9ac \uc601\uc5c5\uc774\uc775\ub960): DS\ud22c\uc790\uc99d\uad8c 71.9%, \ud55c\ud654\ud22c\uc790\uc99d\uad8c 73.9%, IBK\ud22c\uc790\uc99d\uad8c 75.2%, \ud0a4\uc6c0\uc99d\uad8c 76%, \ud558\ub098\uc99d\uad8c 77%.<\/li>\n<li>\uc0bc\uc131\uc804\uc790 \uc804\uccb4 DS\ubd80\ubb38(\uba54\ubaa8\ub9ac\u00b7\ube44\uba54\ubaa8\ub9ac \ud569\uc0b0) \uc601\uc5c5\uc774\uc775\ub960 \uc608\uc0c1\uce58: \uc57d 65~68% (\ube44\uba54\ubaa8\ub9ac \uc801\uc790 \ubc18\uc601)<\/li>\n<li>HBM \ucd9c\ud558 \ube44\uc911(\ube44\ud2b8 \uae30\uc900, 2025\ub144 4\ubd84\uae30 \uae30\uc900): SK\ud558\uc774\ub2c9\uc2a4 \uc57d 12~14%, \uc0bc\uc131\uc804\uc790 \uc57d 5~6% (LS\uc99d\uad8c \ucd94\uc815)<\/li>\n<li>\uc8fc\uc694 \uc6d0\uc778: AI \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300\uc5d0 \ub530\ub978 \uba54\ubaa8\ub9ac \uc218\uc694 \uae09\uc99d\uc73c\ub85c \ubc94\uc6a9 D\ub7a8\u00b7\ud50c\ub798\uc2dc \uac00\uaca9 \uc0c1\uc2b9 \ubc0f \uacf5\uae09 \ubd80\uc871 \ubc1c\uc0dd<\/li>\n<li>SK\uadf8\ub8f9 \ud68c\uc7a5 \ubc1c\uc5b8: \ucd5c\ud0dc\uc6d0 \ud68c\uc7a5\uc740 AI \uc218\uc694 \ud655\ub300\ub85c \uc77c\ubc18 \uba54\ubaa8\ub9ac \uce69 \ub9c8\uc9c4\uc774 80% \uc218\uc900\uc5d0 \ub2ec\ud560 \uc218 \uc788\ub2e4\uace0 \uc5b8\uae09<\/li>\n<\/ul>\n<h2>\uc0ac\uac74 \ubc30\uacbd<\/h2>\n<p>\uc9c0\ub09c\ud574 SK\ud558\uc774\ub2c9\uc2a4\ub294 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \ud310\ub9e4 \ud638\uc870\uc5d0 \ud798\uc785\uc5b4 \uba54\ubaa8\ub9ac \uc0ac\uc5c5\uc5d0\uc11c \uc6b0\uc704\ub97c \ubcf4\uc600\ub2e4. HBM\uc740 \uace0\uc131\ub2a5 \uc5f0\uc0b0\uc6a9 \uba54\ubaa8\ub9ac\ub85c AI\u00b7\uace0\uc131\ub2a5\ucef4\ud4e8\ud305(HPC) \uc218\uc694\uc5d0 \ud2b9\ud654\ub3fc \uace0\ubd80\uac00\uac00\uce58\ub97c \ucc3d\ucd9c\ud574\uc654\ub2e4. \ubc18\uba74 \uc0bc\uc131\uc804\uc790\ub294 HBM \uc2dc\uc7a5 \uc9c4\uc785 \uc2dc\uc810\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \ub2a6\uc5b4 \ubc94\uc6a9 D\ub7a8 \uc911\uc2ec\uc758 \ucd9c\ud558 \uad6c\uc870\ub97c \uc720\uc9c0\ud574 \uc654\ub2e4.<\/p>\n<p>\uadf8\ub7ec\ub098 2026\ub144 1\ubd84\uae30\uc5d0\ub294 \ubc94\uc6a9 D\ub7a8\uacfc \ub0b8\ub4dc(\ud50c\ub798\uc2dc) \uac00\uaca9\uc774 \ube60\ub974\uac8c \uc624\ub974\uba74\uc11c \uc218\uc775\uc131 \uad6c\ub3c4\uac00 \ub2ec\ub77c\uc84c\ub2e4. AI \uc778\ud504\ub77c\uc640 \uc11c\ubc84 \uc218\uc694\uc758 \uae09\uc99d\uc774 \ubc94\uc6a9 \uba54\ubaa8\ub9ac \uc218\uc694\uae4c\uc9c0 \ud655\uc0b0\ub418\uba70 \uacf5\uae09 \ubd80\uc871 \ud604\uc0c1\uc774 \ubc1c\uc0dd\ud588\uace0, \uacb0\uacfc\uc801\uc73c\ub85c \ubc94\uc6a9 \uc81c\ud488\uc758 \ub9c8\uc9c4\uc774 HBM \ub300\ube44 \uacbd\uc7c1\ub825\uc744 \uac00\uc9c0\uac8c \ub410\ub2e4. \uc774\ub85c \uc778\ud574 \uc0dd\uc0b0\ub2a5\ub825\uc774 \ud070 \uc0bc\uc131\uc804\uc790\uc5d0 \uc720\ub9ac\ud55c \ud658\uacbd\uc774 \uc870\uc131\ub410\ub2e4.<\/p>\n<h2>\uc8fc\uc694 \uc0ac\uac74<\/h2>\n<p>\uc99d\uad8c\uc0ac\ub4e4\uc740 30\uc77c \uc608\uc815\ub41c \uc0bc\uc131\uc804\uc790 \uc2e4\uc801 \ubc1c\ud45c\ub97c \uc55e\ub450\uace0 \uba54\ubaa8\ub9ac \ubd80\ubb38 \uc601\uc5c5\uc774\uc775\ub960\uc744 \ub300\ud3ed \uc0c1\ud5a5 \uc870\uc815\ud588\ub2e4. DS\ud22c\uc790\uc99d\uad8c\uacfc \ud55c\ud654\ud22c\uc790\uc99d\uad8c\uc740 \uac01\uac01 71.9%\uc640 73.9%\ub97c \uc81c\uc2dc\ud574 SK\ud558\uc774\ub2c9\uc2a4\uc758 72%\uc640 \uc720\uc0ac\ud55c \uc218\uc900\uc744 \uc804\ub9dd\ud588\ub2e4. \uc77c\ubd80 \uc99d\uad8c\uc0ac\ub294 \uc0bc\uc131\uc758 \uc601\uc5c5\uc774\uc775\ub960\uc774 \uc624\ud788\ub824 SK\ub97c \uc6c3\ub3cc \uc218 \uc788\ub2e4\uace0 \ub0b4\ub2e4\ubd24\ub2e4.<\/p>\n<p>\uc774 \uac19\uc740 \uc2dc\uc7a5 \uc804\ub9dd\uc740 \ubc94\uc6a9 D\ub7a8\u00b7\ub0b8\ub4dc \uac00\uaca9 \uae09\ub4f1\uc774 \uc8fc\uc694\uc778\uc73c\ub85c \ud3c9\uac00\ub41c\ub2e4. \uc5c5\uacc4 \uad00\uacc4\uc790\ub4e4\uc740 AI \uc11c\ubc84 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790\uac00 \uc774\uc5b4\uc9c0\uba74\uc11c \uace0\uc6a9\ub7c9\u00b7\uace0\uc18d \uba54\ubaa8\ub9ac \uc218\uc694\ubfd0 \uc544\ub2c8\ub77c \ubc94\uc6a9 \uba54\ubaa8\ub9ac \uc218\uc694\ub3c4 \ub3d9\ubc18 \uc0c1\uc2b9\ud588\ub2e4\uace0 \ubd84\uc11d\ud55c\ub2e4. \uc218\uae09 \ubd88\uade0\ud615\uc774 \uc2ec\ud654\ub418\uba70 \ub9c8\uc9c4\uc774 \ud06c\uac8c \uac1c\uc120\ub41c \uac83\uc774\ub2e4.<\/p>\n<p>\uc0bc\uc131\uc804\uc790\ub294 \ubc94\uc6a9 D\ub7a8 \uc0dd\uc0b0\ub2a5\ub825\uc774 \uc5c5\uacc4 \ucd5c\uc0c1\uc704\uad8c\uc774\uba70, \ucd9c\ud558 \ube44\uc911\ub3c4 \ub192\uc544 \uac00\uaca9 \uc0c1\uc2b9\uc758 \uc218\ud61c\ub97c \ud06c\uac8c \ubcf8\ub2e4. \ubc18\uba74 SK\ud558\uc774\ub2c9\uc2a4\ub294 HBM \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\ub294 \uc804\ub7b5\uc744 \uc9c0\uc18d\ud574\uc654\uace0, HBM\uc758 \uace0\ub9c8\uc9c4 \uae30\uc870\uac00 \uc9c0\ub09c\ud574 \uc131\uacfc\ub85c \uc5f0\uacb0\ub410\ub2e4. \ub450 \ud68c\uc0ac\uc758 \uc81c\ud488 \ubbf9\uc2a4 \ucc28\uc774\uac00 1\ubd84\uae30 \uc2e4\uc801 \uacbd\uc7c1\uc758 \ud575\uc2ec \ubcc0\uc218\ub85c \uc791\uc6a9\ud588\ub2e4.<\/p>\n<h2>\ubd84\uc11d \ubc0f \uc758\ubbf8<\/h2>\n<p>\uccab\uc9f8, \uc774\ubc88 \ubd84\uae30 \uacb0\uacfc\ub294 \uc81c\ud488 \ubbf9\uc2a4\uc640 \uc2dc\uc7a5 \uc218\uae09\uc774 \uc2e4\uc801\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\ub825\uc744 \uc7ac\ud655\uc778\uc2dc\ucf30\ub2e4. HBM \uac19\uc740 \uace0\ubd80\uac00 \uc81c\ud488\uc740 \ud2b9\uc815 \uc218\uc694(\uc608: AI \uc5f0\uc0b0)\uc5d0 \uac15\ud558\uc9c0\ub9cc, \ubc94\uc6a9 \uba54\ubaa8\ub9ac\uc758 \uc2dc\uc7a5 \uaddc\ubaa8\uac00 \ud074 \uacbd\uc6b0 \uc804\uccb4 \uc774\uc775\ub960\uc744 \uc88c\uc6b0\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc774 \ub4dc\ub7ec\ub0ac\ub2e4. \ub300\uaddc\ubaa8 \uc0dd\uc0b0\ub2a5\ub825\uc744 \uac16\ucd98 \uae30\uc5c5\uc774 \uac00\uaca9 \uc0c1\uc2b9\uae30\uc5d0 \ub354 \ud070 \uc774\uc775\uc744 \ucde8\ud560 \uc218 \uc788\ub2e4.<\/p>\n<p>\ub458\uc9f8, \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uba54\ubaa8\ub9ac \uc5c5\uccb4 \uac04 \uacbd\uc7c1 \uad6c\ub3c4\uac00 \ubcf4\ub2e4 \uce58\uc5f4\ud574\uc9c8 \uc804\ub9dd\uc774\ub2e4. \uac00\uaca9 \uc0c1\uc2b9\uc138\uac00 \uc9c0\uc18d\ub418\uba74 \uc124\ube44\ud22c\uc790(CAPEX) \uc7ac\uac1c \uc5ec\ubd80, \uacf5\uae09 \ud655\ub300 \uc18d\ub3c4, \uace0\uac1d\uc0ac \ud655\ubcf4 \uc804\ub7b5 \ub4f1\uc774 \uc2e4\uc801 \ucc28\uc774\ub97c \uc88c\uc6b0\ud560 \uac83\uc774\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc0dd\uc0b0\ub2a5\ub825 \ud22c\uc785 \uc2dc\uc810\uacfc \uc81c\ud488 \ube44\uc911 \uc870\uc815\uc744 \ud1b5\ud574 \uc218\uc775\uc131\uc744 \uadf9\ub300\ud654\ud558\ub824 \ud560 \uac83\uc774\ub2e4.<\/p>\n<p>\uc14b\uc9f8, \uc911\uc7a5\uae30 \uad00\uc810\uc5d0\uc11c \ubcf4\uba74 AI \uc218\uc694 \ud655\ub300\ub294 \uba54\ubaa8\ub9ac\uc758 \uad6c\uc870\uc801 \uc131\uc7a5 \uc694\uc778\uc774\ub2e4. \ub2e4\ub9cc HBM\uacfc \ubc94\uc6a9 D\ub7a8\uc758 \uc218\uc694\u00b7\uacf5\uae09 \ud0c4\ub825\uc131\uc740 \ub2e4\ub974\ubbc0\ub85c \ub450 \uc81c\ud488\uad70 \uac04\uc758 \uc218\uc775\uc131 \uc5ed\uc804 \uac00\ub2a5\uc131\uc740 \uc218\uc2dc\ub85c \ubc1c\uc0dd\ud560 \uc218 \uc788\ub2e4. \uc815\ucc45\u00b7\ud658\uc728\u00b7\uc6d0\uc790\uc7ac \ube44\uc6a9 \ub4f1 \uc678\ubd80 \ubcc0\uc218\ub3c4 \uc218\uc775\uc131\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce5c\ub2e4.<\/p>\n<h2>\ube44\uad50 \ubc0f \ub370\uc774\ud130<\/h2>\n<figure>\n<table>\n<thead>\n<tr>\n<th>\ud56d\ubaa9<\/th>\n<th>\uc218\uce58(%)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>SK\ud558\uc774\ub2c9\uc2a4 1Q \uba54\ubaa8\ub9ac \uc601\uc5c5\uc774\uc775\ub960<\/td>\n<td>72<\/td>\n<\/tr>\n<tr>\n<td>\uc99d\uad8c\uc0ac\ubcc4 \uc0bc\uc131 \uba54\ubaa8\ub9ac \uc601\uc5c5\uc774\uc775\ub960 \uc804\ub9dd<\/td>\n<td>71.9 ~ 77<\/td>\n<\/tr>\n<tr>\n<td>\uc0bc\uc131\uc804\uc790 DS\ubd80\ubb38(\uc804\uccb4) \uc608\uc0c1 \uc601\uc5c5\uc774\uc775\ub960<\/td>\n<td>65 ~ 68<\/td>\n<\/tr>\n<tr>\n<td>D\ub7a8 \ub0b4 HBM \ucd9c\ud558 \ube44\uc911 (\ube44\ud2b8 \uae30\uc900, 2025Q4)<\/td>\n<td>SK: 12~14, \uc0bc\uc131: 5~6<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\uc704 \ud45c\ub294 \uacf5\uac1c\ub41c \ud68c\uc0ac \ubc1c\ud45c\uc640 \uc99d\uad8c\uc0ac \ubcf4\uace0\uc11c, \uc99d\uad8c\uc0ac \uc804\ub9dd\uce58\ub97c \uc885\ud569\ud574 \ub9cc\ub4e0 \ube44\uad50\ud45c\ub2e4. \uc218\uce58\ubcc4 \ucd9c\ucc98\uc640 \uc870\uc0ac \uc2dc\uc810\uc774 \ub2e4\ub97c \uc218 \uc788\uc73c\ubbc0\ub85c \ub2e8\uc21c \ube44\uad50 \uc2dc \uc81c\ud488 \ubbf9\uc2a4\uc640 \uae30\uac04\uc744 \ud568\uaed8 \uace0\ub824\ud574\uc57c \ud55c\ub2e4.<\/p>\n<h2>\ubc18\uc751 \ubc0f \uc778\uc6a9<\/h2>\n<p>\uc99d\uad8c\uc0ac\ub4e4\uc740 \uc2e4\uc801 \ubc1c\ud45c \uc804\ud6c4\ub85c \ud76c\ube44\uac00 \uc5c7\uac08\ub9b4 \uc218 \uc788\ub2e4\ub294 \uc810\uc744 \uacbd\uace0\ud588\ub2e4. \uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc740 \uc218\uc775\uc131 \uac1c\uc120\uc758 \uc9c0\uc18d \uac00\ub2a5\uc131\uacfc \ube44\uba54\ubaa8\ub9ac \ubd80\ubb38 \uc601\ud5a5 \ub4f1\uc744 \uc8fc\ubaa9\ud558\ub77c\ub294 \uc870\uc5b8\uc744 \ub367\ubd99\uc600\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\uc0bc\uc131\uc804\uc790\uc758 \ubc94\uc6a9 D\ub7a8 \ucd9c\ud558 \ube44\uc911\uc774 \ud06c\uace0 \uac00\uaca9 \uc0c1\uc2b9 \ud3ed\ub3c4 \ucee4 \uba54\ubaa8\ub9ac \uc774\uc775\ub960\uc774 SK\uc5d0 \ubc84\uae08\uac08 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4.&#8221;<\/p>\n<p><cite>DS\ud22c\uc790\uc99d\uad8c(\uc99d\uad8c\uc0ac \uc560\ub110\ub9ac\uc2a4\ud2b8 \ubcf4\uace0\uc11c \uc694\uc9c0)<\/cite><\/p><\/blockquote>\n<p>\uae30\uc5c5\u00b7\uc0b0\uc5c5\uacc4\uc5d0\uc11c\ub294 AI \uc218\uc694\uc758 \uad6c\uc870\uc801 \uc99d\uac00\uac00 \uba54\ubaa8\ub9ac \ubc38\ub958\uccb4\uc778 \uc804\ubc18\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc744 \uc8fc\uc2dc\ud558\uace0 \uc788\ub2e4. \uc77c\ubd80 \uacbd\uc601\uc9c4\uc740 \ub2e8\uae30 \ub9c8\uc9c4 \ud655\ubcf4\uc640 \uc7a5\uae30 \uacbd\uc7c1\ub825 \uac15\ud654 \uc0ac\uc774\uc758 \uade0\ud615\uc744 \uace0\ubbfc \uc911\uc774\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;AI \uba54\ubaa8\ub9ac \uc218\uc694 \uae09\uc99d\uc73c\ub85c \uc77c\ubc18 \uba54\ubaa8\ub9ac \uce69\uc758 \ub9c8\uc9c4\uc774 \ub9e4\uc6b0 \ub192\uc544\uc9c4 \uad6c\uac04\uc774 \uad00\ucc30\ub41c\ub2e4.&#8221;<\/p>\n<p><cite>\ucd5c\ud0dc\uc6d0 SK\uadf8\ub8f9 \ud68c\uc7a5(\uacf5\uc2dd \ubc1c\uc5b8 \uc778\uc6a9)<\/cite><\/p><\/blockquote>\n<p>\uc2dc\uc7a5 \ubc18\uc751\uc740 \uc989\uac01\uc801\uc774\uc5c8\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \ub450 \uae30\uc5c5\uc758 \uc2e4\uc801 \ubc1c\ud45c\uc640 2\ubd84\uae30 \uc218\uc694 \uc804\ub9dd\uc744 \uadfc\uac70\ub85c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc870\uc815\ud558\ub294 \uc6c0\uc9c1\uc784\uc744 \ubcf4\uc600\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\ube44\uba54\ubaa8\ub9ac \uc801\uc790\uac00 \ubc18\uc601\ub41c DS \uc804\uccb4 \uc601\uc5c5\uc774\uc775\ub960\uc740 \uba54\ubaa8\ub9ac \ub2e8\ub3c5 \uc218\uce58\ubcf4\ub2e4 \ub0ae\uac8c \ub098\ud0c0\ub0a0 \uc218 \uc788\ub2e4.&#8221;<\/p>\n<p><cite>\uae08\uc735\uad8c \uc2dc\uc7a5\ucc38\uace0 (\uc885\ud569 \uc804\ub9dd)<\/cite><\/p><\/blockquote>\n<h2>\n<aside>\n<details>\n<summary>\uc6a9\uc5b4\/\ubc29\ubc95\ub860<\/summary>\n<p>HBM(High Bandwidth Memory)\uc740 \uace0\ub300\uc5ed\ud3ed\uc744 \uc81c\uacf5\ud558\ub294 \uace0\uc131\ub2a5 \uba54\ubaa8\ub9ac\ub85c AI\u00b7GPU \uae30\ubc18 \uc5f0\uc0b0\uc5d0 \ucd5c\uc801\ud654\ub418\uc5b4 \uc788\ub2e4. \ubc94\uc6a9 D\ub7a8\uc740 \uc11c\ubc84\u00b7PC\u00b7\ubaa8\ubc14\uc77c \ub4f1 \uad11\ubc94\uc704\ud55c \uc6a9\ub3c4\ub85c \uc0ac\uc6a9\ub418\ub294 \uba54\ubaa8\ub9ac\ub85c \uc2dc\uc7a5 \uaddc\ubaa8\uac00 \ud06c\ub2e4. \uc601\uc5c5\uc774\uc775\ub960\uc740 \ub9e4\ucd9c \ub300\ube44 \uc601\uc5c5\uc774\uc775 \ube44\uc728\ub85c, \uc81c\ud488 \ubbf9\uc2a4\uc640 \uc6d0\uac00\uad6c\uc870, \ud310\ub9e4 \uac00\uaca9 \ubcc0\ub3d9\uc5d0 \ubbfc\uac10\ud558\uac8c \ubc18\uc751\ud55c\ub2e4. \uc99d\uad8c\uc0ac \uc804\ub9dd\uce58\ub294 \uc790\uccb4 \ubaa8\ub378\uacfc \uc2dc\uc7a5\uac00\uc815(\uac00\uaca9, \ucd9c\ud558\ub7c9 \ub4f1)\uc744 \ubc18\uc601\ud55c \ucd94\uc815\uce58\uc774\uba70 \ubc1c\ud45c \uc2dc\uc810\uc5d0 \ub530\ub77c \ucc28\uc774\uac00 \ub0a0 \uc218 \uc788\ub2e4.<\/p>\n<\/details>\n<\/aside>\n<\/h2>\n<h2>\ubd88\ud655\uc2e4\ud55c \ubd80\ubd84<\/h2>\n<ul>\n<li>\uc99d\uad8c\uc0ac \uc804\ub9dd\uce58\ub294 \uac00\uc815(\uac00\uaca9\u00b7\ucd9c\ud558\ub7c9\u00b7\ube44\uc6a9 \uad6c\uc870)\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc73c\uba70, \uc2e4\uc81c \ubc1c\ud45c\uce58\ub294 \ubcc0\ub3d9 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/li>\n<li>HBM\uacfc \ubc94\uc6a9 D\ub7a8\uc758 \ud5a5\ud6c4 \uac00\uaca9 \ubcc0\ub3d9 \ud3ed\uacfc \uc9c0\uc18d\uc131\uc740 \ub2e8\uae30 \uc218\uae09 \uc0c1\ud669\uc5d0 \ud06c\uac8c \uc88c\uc6b0\ub3fc \uc608\uce21\uc758 \ubd88\ud655\uc2e4\uc131\uc774 \uc874\uc7ac\ud55c\ub2e4.<\/li>\n<li>\uc0bc\uc131\uc804\uc790 \ub0b4\ubd80\uc758 \uc81c\ud488 \ubbf9\uc2a4 \uc138\ubd80(\ubd84\uae30\ubcc4 HBM\u00b7\ubc94\uc6a9 D\ub7a8 \ucd9c\ud558 \ube44\uc911)\ub294 \uacf5\uac1c \uc790\ub8cc\uc640 \uc99d\uad8c\uc0ac \ucd94\uc815\uce58\uac00 \ub2e4\ub97c \uc218 \uc788\ub2e4.<\/li>\n<\/ul>\n<h2>\ucd1d\ud3c9<\/h2>\n<p>2026\ub144 1\ubd84\uae30\ub294 \uba54\ubaa8\ub9ac \uc5c5\uacc4\uc758 \uc218\uc775\uc131 \uc9c0\ud615\uc774 \ube60\ub974\uac8c \uc7ac\ud3b8\ub41c \ubd84\uae30\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 HBM \uc911\uc2ec\uc758 \uc804\ub7b5\uc73c\ub85c \ub192\uc740 \uc774\uc775\ub960\uc744 \uae30\ub85d\ud588\uc9c0\ub9cc, \ubc94\uc6a9 D\ub7a8 \uac00\uaca9 \uc0c1\uc2b9\uc740 \uc0bc\uc131\uc804\uc790\uc5d0\ub3c4 \ud070 \ud638\uc7ac\ub85c \uc791\uc6a9\ud588\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c \ub2e8\uae30 \uc6b0\uc704\ub294 \uc81c\ud488 \ubbf9\uc2a4\u00b7\uc0dd\uc0b0\ub2a5\ub825\u00b7\uc2dc\uc810\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc74c\uc744 \ud655\uc778\ud588\ub2e4.<\/p>\n<p>\uc55e\uc73c\ub85c \ud22c\uc790\uc790\uc640 \uc5c5\uacc4\ub294 2\ubd84\uae30 \uc218\uc694 \ud750\ub984, \uac00\uaca9 \uc9c0\uc18d\uc131, \ub450 \ud68c\uc0ac\uc758 \uc124\ube44 \ud22c\uc785 \uacc4\ud68d\uc744 \uc8fc\uc758 \uae4a\uac8c \ubcfc \ud544\uc694\uac00 \uc788\ub2e4. \ud2b9\ud788 AI \uad00\ub828 \ud22c\uc790 \ud655\ub300\uac00 \uc9c0\uc18d\ub420 \uacbd\uc6b0 \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc758 \uc218\uae09 \uad6c\uc870\uc640 \uae30\uc5c5\ubcc4 \uacbd\uc7c1 \uad6c\ub3c4\ub294 \ucd94\uac00 \ubcc0\ud654\ub97c \ub9de\uc744 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4.<\/p>\n<h2>\ucd9c\ucc98<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.thelec.kr\/news\/articleView.html?idxno=55573\" target=\"_blank\" rel=\"noopener\">\ub514\uc77c\ub809 (\uc5b8\ub860)<\/a><\/li>\n<\/ul>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>\ud575\uc2ec \uc694\uc57d SK\ud558\uc774\ub2c9\uc2a4\ub294 2026\ub144 1\ubd84\uae30 \uba54\ubaa8\ub9ac \ubd80\ubb38\uc5d0\uc11c \uc5ed\ub300 \ucd5c\ub300 \uc218\uc900\uc778 72%\uc758 \uc601\uc5c5\uc774\uc775\ub960\uc744 \uae30\ub85d\ud588\ub2e4. \uc0bc\uc131\uc804\uc790\ub3c4 \ubc94\uc6a9 D\ub7a8\u00b7\ud50c\ub798\uc2dc \uac00\uaca9 \uae09\ub4f1\uc73c\ub85c \uba54\ubaa8\ub9ac \uc0ac\uc5c5\ubd80\uc758 \uc774\uc775\ub960\uc774 \ud06c\uac8c \uac1c\uc120\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 30\uc77c \uc608\uc815\ub41c \uc0bc\uc131\uc804\uc790 \uc2e4\uc801 \ubc1c\ud45c\ub97c \uc55e\ub450\uace0 \uc99d\uad8c\uc0ac\ub4e4\uc758 \uc804\ub9dd\uce58\uac00 \uc787\ub530\ub974\uace0 \uc788\ub2e4. \uc99d\uad8c\uc0ac\ub4e4\uc740 \uc0bc\uc131\uc758 \uba54\ubaa8\ub9ac \uc601\uc5c5\uc774\uc775\ub960\uc744 71.9%\uc5d0\uc11c 77%\uae4c\uc9c0 \uc81c\uc2dc\ud574 SK\uc640 \ube44\uc2b7\ud558\uac70\ub098 \ub354 \ub192\uc744 \uc218 \uc788\ub2e4\uace0 \ubcf4\uace0 \uc788\ub2e4. \ud575\uc2ec \uc0ac\uc2e4 SK\ud558\uc774\ub2c9\uc2a4 1\ubd84\uae30 \uba54\ubaa8\ub9ac &#8230; <a title=\"\u2018\uc0bc\uc131 vs. \ud558\uc774\ub2c9\uc2a4\u2019 1\ubd84\uae30 \uba54\ubaa8\ub9ac \uc601\uc5c5\uc774\uc775\ub960 \uc2b9\uc790\uc5d0 \uad00\uc2ec \uc9d1\uc911\" class=\"read-more\" href=\"https:\/\/readtrends.com\/ko\/samsung-hynix-q1-memory-margin\/\" aria-label=\"\u2018\uc0bc\uc131 vs. \ud558\uc774\ub2c9\uc2a4\u2019 1\ubd84\uae30 \uba54\ubaa8\ub9ac \uc601\uc5c5\uc774\uc775\ub960 \uc2b9\uc790\uc5d0 \uad00\uc2ec \uc9d1\uc911\uc5d0 \ub300\ud574 \ub354 \uc790\uc138\ud788 \uc54c\uc544\ubcf4\uc138\uc694\">\ub354 \uc77d\uae30<\/a><\/p>\n","protected":false},"author":1,"featured_media":11450,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_title":"\u2018\uc0bc\uc131 vs. \ud558\uc774\ub2c9\uc2a4\u2019 1\ubd84\uae30 \uba54\ubaa8\ub9ac \uc601\uc5c5\uc774\uc775\ub960 \uc2b9\uc790 \uc804\ub9dd \u2014 \ub514\uc77c\ub809","rank_math_description":"SK\ud558\uc774\ub2c9\uc2a4 1\ubd84\uae30 \uc601\uc5c5\uc774\uc775\ub960 72% \ubc1c\ud45c \ud6c4 \uc0bc\uc131\uc804\uc790 \uba54\ubaa8\ub9ac \ubd80\ubb38\ub3c4 \ub300\ud3ed \uac1c\uc120 \uc804\ub9dd. \uc99d\uad8c\uc0ac \uc804\ub9dd\uce58\uc640 \ubc30\uacbd, \ud5a5\ud6c4 \uc601\ud5a5\uae4c\uc9c0 \uc815\ubc00 \ubd84\uc11d\ud569\ub2c8\ub2e4.","rank_math_focus_keyword":"\uc0bc\uc131\uc804\uc790,SK\ud558\uc774\ub2c9\uc2a4,\uba54\ubaa8\ub9ac,\uc601\uc5c5\uc774\uc775\ub960,D\ub7a8","footnotes":""},"categories":[2],"tags":[],"class_list":["post-11451","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-top-stories"],"_links":{"self":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/11451","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/comments?post=11451"}],"version-history":[{"count":0,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/11451\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media\/11450"}],"wp:attachment":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media?parent=11451"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/categories?post=11451"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/tags?post=11451"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}