{"id":12305,"date":"2026-06-08T09:02:43","date_gmt":"2026-06-08T00:02:43","guid":{"rendered":"https:\/\/readtrends.com\/ko\/jensen-huang-more-hbm-samsung\/"},"modified":"2026-06-08T09:02:43","modified_gmt":"2026-06-08T00:02:43","slug":"jensen-huang-more-hbm-samsung","status":"publish","type":"post","link":"https:\/\/readtrends.com\/ko\/jensen-huang-more-hbm-samsung\/","title":{"rendered":"\uc820\uc2a8 \ud669 &#8216;HBM, \ub354 \ub9ce\uc740 HBM!&#8217;\u2026\ub0b4\uc77c \uc804\uc601\ud604 \uc0bc\uc131 \ubd80\ud68c\uc7a5 \ud68c\ub3d9 \uc608\uace0"},"content":{"rendered":"<article>\n<p>\ubbf8\uad6d \ubc18\ub3c4\uccb4 \uae30\uc5c5 \uc5d4\ube44\ub514\uc544\uc758 \uc820\uc2a8 \ud669 \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub294 6\uc6d4 7\uc77c \uc800\ub141 \uc11c\uc6b8 \uac15\ub0a8 \uae50\ubd80\uce58\ud0a8 \uc0bc\uc131\uc810\uc5d0\uc11c \uc5f4\ub9b0 SK\uadf8\ub8f9 \uce21 \uc778\uc0ac\ub4e4\uacfc\uc758 \ud68c\ub3d9 \uc911 \uc678\ubd80\ub85c \ub098\uc640 &#8220;HBM, \ub354 \ub9ce\uc740 HBM&#8221;\uc774\ub77c\uace0 \ub9d0\ud558\uba70 HBM(\uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac) \uacf5\uae09 \ud655\ub300 \ud544\uc694\uc131\uc744 \uc7ac\ucc28 \uac15\uc870\ud588\ub2e4. \uadf8\ub294 \uac19\uc740 \uc8fc \ub300\ub9cc \ucef4\ud4e8\ud14d\uc2a4(6\uc6d4 2\uc77c)\uc5d0\uc11c SK\ud558\uc774\ub2c9\uc2a4\uc758 HBM4E \uc6e8\uc774\ud37c\uc5d0 &#8220;Please make more&#8221;\ub97c \ub0a8\uacbc\ub2e4\uace0 \ubc1d\ud78c \ubc14 \uc788\ub2e4. \ud669 CEO\ub294 \uc774\ub0a0 \ubca0\ub77c \ub8e8\ube48(Vera Rubin) AI \uc288\ud37c\ucef4\ud4e8\ud130\uc640 \uc2e0\ud615 CPU\u00b7\uc81c\ud488\uad70 \ucd9c\uc2dc \uc0ac\uc2e4\uc744 \uc5b8\uae09\ud588\uace0, \ub0b4\uc77c(\uae30\uc0ac \uae30\uc900) \uc0bc\uc131\uc804\uc790 \uc804\uc601\ud604 \ubd80\ud68c\uc7a5\uacfc \ud68c\ub3d9\ud560 \uc608\uc815\uc774\ub77c\uace0 \uc804\ud588\ub2e4.<\/p>\n<h2>\ud575\uc2ec \uc0ac\uc2e4<\/h2>\n<ul>\n<li>6\uc6d4 2\uc77c(\ud604\uc9c0\uc2dc\uac04) \ucef4\ud4e8\ud14d\uc2a4\uc5d0\uc11c \uc820\uc2a8 \ud669 CEO\ub294 SK\ud558\uc774\ub2c9\uc2a4 \ubd80\uc2a4\uc758 HBM4E \uc2e4\ubb3c \uc6e8\uc774\ud37c\uc5d0 &#8220;Please make more&#8221; \uba54\uc2dc\uc9c0\ub97c \ub0a8\uacbc\ub2e4.<\/li>\n<li>6\uc6d4 7\uc77c \uc800\ub141 \uc11c\uc6b8 \uac15\ub0a8 \uae50\ubd80\uce58\ud0a8 \uc0bc\uc131\uc810\uc5d0\uc11c \uc5f4\ub9b0 &#8216;\uae50\ubd80\ud68c\ub3d9&#8217; \uc790\ub9ac\uc5d0\uc11c \ud669 CEO\ub294 \ucde8\uc7ac\uc9c4\uacfc \uc2dc\ubbfc\uc744 \ud5a5\ud574 &#8220;HBM, \ub354 \ub9ce\uc740 HBM&#8221;\uc774\ub77c\uace0 \ub9d0\ud588\ub2e4.<\/li>\n<li>\ud669 CEO\ub294 \ucd5c\uadfc AI \uc288\ud37c\ucef4\ud4e8\ud130 &#8216;\ubca0\ub77c \ub8e8\ube48&#8217;\uc744 \ubc1c\ud45c\ud588\uace0, \ubcf8\uaca9 \uc591\uc0b0\uc5d0 \ub4e4\uc5b4\uac14\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/li>\n<li>\uadf8\ub294 \uc2e0\ud615 CPU &#8216;\ubca0\ub77c&#8217;\uac00 SK\ud558\uc774\ub2c9\uc2a4\uc758 DDR5\ub97c \uc0ac\uc6a9\ud560 \uac83\uc774\ub77c\uace0 \uc5b8\uae09\ud588\uc73c\uba70, RTX \uc2a4\ud30c\ud06c\u00b7\ud1a0\ub974(Thor) \ub4f1 \uc2e0\uc81c\ud488\ub3c4 \uc18c\uac1c\ud588\ub2e4.<\/li>\n<li>\ud669 CEO\ub294 \ucd5c\ud0dc\uc6d0 \ud68c\uc7a5\uc744 \uc774\ubc88 \ubc29\ud55c \uc911 \ub450 \ubc88 \ub9cc\ub098\uace0, \uc9c0\ub09c 7\uac1c\uc6d4\uac04 \ucd1d 7\ubc88 \ub9cc\ub0ac\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/li>\n<li>\ud669 CEO\ub294 \uba54\ubaa8\ub9ac \uacf5\uae09 \ubd80\uc871\uc774 &#8220;\uc55e\uc73c\ub85c \uaf64 \uba87 \ub144\uac04&#8221; \uc9c0\uc18d\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uba70 \uc6e8\uc774\ud37c\uc5d0\uc11c \ud328\ud0a4\uc9d5, \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\u00b7\ucf00\uc774\ube14 \ucee4\ub125\ud130\uae4c\uc9c0 \uacf5\uae09\ub9dd \uc804\ubc18\uc774 \uc601\ud5a5\uc744 \ubc1b\uace0 \uc788\ub2e4\uace0 \uc124\uba85\ud588\ub2e4.<\/li>\n<li>\ub0b4\uc77c(\uae30\uc0ac \uae30\uc900) \ud669 CEO\ub294 \uc0bc\uc131\uc804\uc790 \uc804\uc601\ud604 \ubd80\ud68c\uc7a5\uc744 \ub9cc\ub0a0 \uc608\uc815\uc774\uba70, \uc774\uc7ac\uc6a9 \ud68c\uc7a5\uc740 \ucd9c\uc7a5 \uc911\uc774\ub77c \ubcc4\ub3c4 \uc77c\uc815\uc774 \uc5c6\uc5c8\ub2e4\uace0 \uc804\ud588\ub2e4.<\/li>\n<li>\uc774\ubc88 \ud68c\ub3d9\uc5d0\ub294 \ud669 CEO \uac00\uc871\uacfc \ucd5c\ud0dc\uc6d0 SK\uadf8\ub8f9 \ud68c\uc7a5, \uacfd\ub178\uc815 SK\ud558\uc774\ub2c9\uc2a4 \uc0ac\uc7a5, \uc815\uc7ac\ud604 SK\ud154\ub808\ucf64 \uc0ac\uc7a5 \ub4f1\uc774 \ucc38\uc11d\ud588\ub2e4.<\/li>\n<\/ul>\n<h2>\uc0ac\uac74 \ubc30\uacbd<\/h2>\n<p>\uc778\uacf5\uc9c0\ub2a5(AI) \uc5f0\uc0b0 \uc218\uc694\uc758 \uae09\uc99d\uc740 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\uc5d0 \ub300\ud55c \uc218\uc694 \ud3ed\uc99d\uc73c\ub85c \uc774\uc5b4\uc84c\ub2e4. AI \ubaa8\ub378\uacfc \uc11c\ubc84 \uc124\uacc4\uc5d0\uc11c HBM\uc740 \ucc98\ub9ac \ub300\uc5ed\ud3ed\uacfc \uc804\ub825 \ud6a8\uc728 \uce21\uba74\uc5d0\uc11c \ud575\uc2ec \uc790\uc6d0\uc73c\ub85c \ud3c9\uac00\ub418\uba70, \ucd5c\uadfc \ub300\ud615 AI \uc0ac\uc5c5\uc790\ub4e4\uc758 \ucd94\uaca9 \uacbd\uc7c1\uc774 \uba54\ubaa8\ub9ac \uacf5\uae09\ub9dd\uc744 \uc555\ubc15\ud558\uace0 \uc788\ub2e4. \uc81c\uc870\uc0ac \uce21\uba74\uc5d0\uc11c\ub294 \uc6e8\uc774\ud37c \uc0dd\uc0b0, \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220, \ud14c\uc2a4\ud2b8\u00b7\uac80\uc99d \uc124\ube44 \ud22c\uc790 \ub4f1\uc774 \ub2e8\uae30\uac04\uc5d0 \ud655\ucda9\ub418\uae30 \uc5b4\ub835\ub2e4\ub294 \uc81c\uc57d\uc774 \uc788\ub2e4.<\/p>\n<p>\ubc18\ub3c4\uccb4 \uc0dd\ud0dc\uacc4\uc5d0\uc11c\ub294 \uba54\ubaa8\ub9ac\u00b7\ud328\ud0a4\uc9d5\u00b7\uc778\ud130\ucee4\ub125\ud2b8 \uc804\ubc18\uc758 \ubcd1\ubaa9\uc774 \uac00\uaca9\uacfc \ub0a9\uae30 \ubb38\uc81c\ub85c \uc5f0\uacb0\ub418\uba70 \uc0b0\uc5c5 \uc804\ubc18\uc758 \ud22c\uc790 \ud310\ub2e8\uc5d0 \uc601\ud5a5\uc744 \uc900\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\uc640 \uc0bc\uc131\uc804\uc790\ub294 \uc11c\ubc84\uc6a9 DRAM\u00b7HBM \uacc4\uc5f4 \uc81c\ud488 \uc0dd\uc0b0\ub2a5\ub825 \ud655\ub300\uac00 \uac00\ub2a5\ud55c \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4\ub85c, \uc774\ub4e4 \uae30\uc5c5\uacfc AI \uce69 \uc124\uacc4\uc0ac \uac04 \ud611\uc5c5 \uc5ec\ubd80\uac00 \uacf5\uae09 \ub300\uc751 \uc18d\ub3c4\ub97c \uc88c\uc6b0\ud55c\ub2e4. \ud1b5\uc2e0\uc0ac\u00b7\uc2dc\uc2a4\ud15c\uc5c5\uccb4\ub3c4 AI \uae30\ub2a5\uc744 \ub124\ud2b8\uc6cc\ud06c \ub9d0\ub2e8\uc73c\ub85c \ubc30\uce58\ud558\ub824\ub294 \uc804\ub7b5\uc744 \ucd94\uc9c4\ud558\uba74\uc11c \ucef4\ud4e8\ud2b8 \uc218\uc694\uac00 \ud1b5\uc2e0\ub9dd\uc73c\ub85c \ud655\uc7a5\ub420 \uc870\uc9d0\uc744 \ubcf4\uc774\uace0 \uc788\ub2e4.<\/p>\n<h2>\uc8fc\uc694 \uc0ac\uac74 \uc804\uac1c<\/h2>\n<p>6\uc6d4 2\uc77c \ub300\ub9cc \ucef4\ud4e8\ud14d\uc2a4\uc5d0\uc11c \uc820\uc2a8 \ud669 CEO\ub294 SK\ud558\uc774\ub2c9\uc2a4 \ubd80\uc2a4\uc5d0 \uc804\uc2dc\ub41c HBM4E \uc6e8\uc774\ud37c\ub97c \uc9c1\uc811 \ud655\uc778\ud558\uace0 \ub354 \ub9ce\uc740 \uc0dd\uc0b0\uc744 \uc8fc\ubb38\ud558\ub294 \ucde8\uc9c0\uc758 \uba54\uc2dc\uc9c0\ub97c \ub0a8\uacbc\ub2e4. \uc774 \uc7a5\uba74\uc740 \uc5c5\uacc4\uc5d0 &#8216;\uc218\uc694\uac00 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uc55e\uc11c\uace0 \uc788\ub2e4&#8217;\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub410\ub2e4. \uc774\ud6c4 6\uc6d4 7\uc77c \uadf8\ub294 \uc11c\uc6b8\uc5d0\uc11c SK\uadf8\ub8f9 \uc8fc\uc694 \uc778\uc0ac\ub4e4\uacfc \ube44\uacf5\uc2dd\uc801 \ud68c\ub3d9\uc744 \uac16\uace0 \ub300\uc678\uc801\uc73c\ub85c HBM \uacf5\uae09 \ubb38\uc81c\uc640 \ud5a5\ud6c4 \ud611\ub825 \uac00\ub2a5\uc131\uc744 \uc7ac\ucc28 \ud658\uae30\ud588\ub2e4.<\/p>\n<p>\ud68c\ub3d9 \uc790\ub9ac\uc5d0\uc11c \ud669 CEO\ub294 \ucd5c\uadfc \ubc1c\ud45c\ud55c AI \uc288\ud37c\ucef4\ud4e8\ud130 &#8216;\ubca0\ub77c \ub8e8\ube48&#8217;\uc758 \ubcf8\uaca9 \uc0dd\uc0b0 \uc18c\uc2dd\uacfc, \uc0c8 CPU\uc778 &#8216;\ubca0\ub77c&#8217;\uac00 SK\ud558\uc774\ub2c9\uc2a4\uc758 DDR5\ub97c \ucc44\ud0dd\ud560 \uac83\uc774\ub77c\ub294 \uacc4\ud68d\uc744 \ubc1d\ud614\ub2e4. \ub610\ud55c RTX \uc2a4\ud30c\ud06c\uc640 \ub85c\ubcf4\ud2f1\uc2a4\uc6a9 \ud504\ub85c\uc138\uc11c &#8216;\ud1a0\ub974&#8217; \ub4f1 \uc2e0\uc81c\ud488 \ub77c\uc778\uc5c5\uc744 \uc18c\uac1c\ud558\uba70 \ub2e4\uc591\ud55c \uc0b0\uc5c5\uad70\uacfc\uc758 \ud611\uc5c5\uc744 \uac15\uc870\ud588\ub2e4. \uadf8\ub294 \ub0b4\uc77c \uc788\uc744 \uac00\ub2a5\uc131 \uc788\ub294 \uacf5\uc2dd \ubc1c\ud45c\uc5d0 \ub300\ud574\uc11c\ub294 &#8220;\uc5b4\uca4c\uba74 \ub0b4\uc77c \uba87 \uac00\uc9c0 \ubc1c\ud45c\uac00 \uc788\uc744\uc9c0\ub3c4 \ubaa8\ub978\ub2e4&#8221;\uace0 \ub9d0\ud574 \ucd94\uac00 \ud611\ub825\u00b7\ubc1c\ud45c \uac00\ub2a5\uc131\uc744 \uc5f4\uc5b4\ub480\ub2e4.<\/p>\n<p>\ud604\uc7a5\uc5d0\uc11c\ub294 \ud669 CEO\uac00 \uc2dc\ubbfc\ub4e4\uc5d0\uac8c \uce58\ud0a8\uacfc \uacfc\uc790\ub97c \ub098\ub204\ub294 \ubaa8\uc2b5\ub3c4 \ud3ec\ucc29\ub410\uace0, \ucd5c\ud0dc\uc6d0 \ud68c\uc7a5 \ub4f1 \ucc38\uc11d\uc790\ub4e4\uacfc\uc758 \uce5c\ubd84 \uad00\uacc4\uac00 \ub450\ub4dc\ub7ec\uc84c\ub2e4. \ud669 CEO\ub294 \uac19\uc740 \uae30\uac04 \ucd5c \ud68c\uc7a5\uc744 \uc774\ubc88 \ubc29\ud55c \uc911 \ub450 \ubc88 \ub9cc\ub098\uace0 \uc9c0\ub09c 7\uac1c\uc6d4\uac04 7\ucc28\ub840 \uad50\ub958\ud588\ub2e4\uace0 \ubc1d\ud788\uba70 \uc591\uce21\uc758 \ube48\ubc88\ud55c \uc18c\ud1b5\uc774 \uc9c0\uc18d\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud588\ub2e4.<\/p>\n<h2>\ubd84\uc11d \ubc0f \uc758\ubbf8<\/h2>\n<p>\uccab\uc9f8, \uc820\uc2a8 \ud669\uc758 \uc5f0\uc774\uc740 \uacf5\uac1c\uc801 \uc694\uccad\uc740 \uc5d4\ube44\ub514\uc544 \uce21\uc774 HBM \uacf5\uae09\uc744 \ub2e8\uae30\uac04 \ub0b4\uc5d0 \ud574\uacb0\ud558\uae30\ubcf4\ub2e4 \uc911\uc7a5\uae30\uc801 \ud611\ub825\uc744 \ud1b5\ud574 \uc99d\uc0b0\uc744 \uc720\ub3c4\ud558\ub824\ub294 \uc804\ub7b5\uc73c\ub85c \uc77d\ud78c\ub2e4. \uc5d4\ube44\ub514\uc544 \uac19\uc740 \ub300\ud615 AI \uce69 \uc124\uacc4\uc0ac\ub294 \uc218\uc694\ub97c \ub04c\uc5b4\uc624\ub294 \uc8fc\uccb4\uc774\uc790, \uacf5\uae09\uc0ac\uc5d0 \ub300\ud574 \uc7a5\uae30 \uad6c\ub9e4 \uacc4\uc57d\u00b7\ud22c\uc790 \uc720\uc778\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\uc5b4 \uba54\ubaa8\ub9ac \uc81c\uc870\uc0ac\ub4e4\uc758 \uc124\ube44 \ud22c\uc790 \uacb0\uc815\uc5d0 \uc601\ud5a5\uc744 \uc900\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\uc640 \uc0bc\uc131\uc804\uc790\ub294 \uc774\ub7ec\ud55c \uc218\uc694 \uc2e0\ud638\ub97c \uadfc\uac70\ub85c \uc0dd\uc0b0\ub2a5\ub825\u00b7\ud22c\uc790 \uc6b0\uc120\uc21c\uc704\ub97c \uc7ac\uac80\ud1a0\ud560 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/p>\n<p>\ub458\uc9f8, \ud669 CEO\uc758 \ubc1c\uc5b8\uc740 HBM\ubfd0 \uc544\ub2c8\ub77c \uc6e8\uc774\ud37c\u00b7\ucca8\ub2e8 \ud328\ud0a4\uc9d5\u00b7\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ub4f1 \uacf5\uae09\ub9dd \uc804\ubc18\uc5d0 \ud22c\uc790 \ud544\uc694\uc131\uc744 \ud658\uae30\ud55c\ub2e4. \ub2e8\uc21c\ud788 \uba54\ubaa8\ub9ac \uce69 \uc218\ub7c9\uc744 \ub298\ub9ac\ub294 \ubb38\uc81c\ub97c \ub118\uc5b4 \ud328\ud0a4\uc9d5 \ub77c\uc778\uacfc \uc778\ud130\ucee4\ub125\ud2b8, \ucf00\uc774\ube14\u00b7\ucee8\ub125\ud130\uc758 \ub300\uc751 \ub2a5\ub825\uae4c\uc9c0 \ud568\uaed8 \uac15\ud654\ud574\uc57c \ud55c\ub2e4\ub294 \uc810\uc774 \uc5c5\uacc4\uc758 \uacf5\ud1b5\ub41c \uacfc\uc81c\ub2e4. \uc774\ub7ec\ud55c \ud22c\uc790\uc5d0\ub294 \uc218\uac1c\uc6d4\uc5d0\uc11c \uc218\ub144\uc758 \ub9ac\ub4dc\ud0c0\uc784\uc774 \uc18c\uc694\ub418\ubbc0\ub85c \ub2e8\uae30 \uac00\uaca9 \uc0c1\uc2b9\uacfc \uacf5\uae09 \ubd88\uade0\ud615\uc774 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/p>\n<p>\uc14b\uc9f8, \ud1b5\uc2e0\ub9dd \uc0ac\uc5c5\uc790\uc640\uc758 \ud611\uc5c5 \uac00\ub2a5\uc131\uc740 AI \ucef4\ud4e8\ud305\uc774 \ub370\uc774\ud130\uc13c\ud130\ub97c \ub118\uc5b4 \ub124\ud2b8\uc6cc\ud06c \uc5e3\uc9c0\uae4c\uc9c0 \ud655\uc7a5\ub418\ub294 \ubc29\ud5a5\uc744 \uc758\ubbf8\ud55c\ub2e4. \ud669 CEO\ub294 \ud1b5\uc2e0\ub9dd\uc774 \ub2e8\uc21c\ud55c \ube44\ud2b8 \uc804\ub2ec\uc744 \ub118\uc5b4 AI \uc5f0\uc0b0\uc744 \uc218\uc6a9\ud558\uac8c \ub420 \uac83\uc774\ub77c\uace0 \uc804\ub9dd\ud588\ub294\ub370, \uc774\ub294 \ud1b5\uc2e0\uc0ac\u00b7\ud074\ub77c\uc6b0\ub4dc\u00b7\uce69 \uc124\uacc4\uc0ac \uac04 \uc0c8\ub85c\uc6b4 \ud611\ub825 \ubaa8\ub378\uacfc \uc778\ud504\ub77c \ud22c\uc790 \uc218\uc694\ub97c \ucd09\ubc1c\ud560 \uc218 \uc788\ub2e4. \ud55c\uad6d \uae30\uc5c5\ub4e4\uc774 \uc774\ub7ec\ud55c \ubcc0\ud654\uc5d0 \uc120\uc81c\uc801\uc73c\ub85c \ub300\uc751\ud55c\ub2e4\uba74 \uad00\ub828 \uc0dd\ud0dc\uacc4\uc5d0\uc11c \uc774\uc810\uc744 \ud655\ubcf4\ud560 \uae30\ud68c\uac00 \ub41c\ub2e4.<\/p>\n<h2>\ube44\uad50 \ubc0f \ub370\uc774\ud130<\/h2>\n<figure>\n<table>\n<thead>\n<tr>\n<th>\ub0a0\uc9dc<\/th>\n<th>\uc0ac\uac74<\/th>\n<th>\ud575\uc2ec \uc694\uc9c0<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>6\uc6d4 2\uc77c(\ud604\uc9c0\uc2dc\uac04)<\/td>\n<td>\ucef4\ud4e8\ud14d\uc2a4 SK\ud558\uc774\ub2c9\uc2a4 \ubd80\uc2a4 \ubc29\ubb38<\/td>\n<td>HBM4E \uc6e8\uc774\ud37c\uc5d0 &#8220;Please make more&#8221; \uba54\uc2dc\uc9c0 \ub0a8\uae40<\/td>\n<\/tr>\n<tr>\n<td>6\uc6d4 7\uc77c \uc800\ub141<\/td>\n<td>\uc11c\uc6b8 \uae50\ubd80\uce58\ud0a8 &#8216;\uae50\ubd80\ud68c\ub3d9&#8217;<\/td>\n<td>&#8220;HBM, \ub354 \ub9ce\uc740 HBM&#8221; \ubc1c\uc5b8 \ubc0f \ubca0\ub77c \ub8e8\ube48\u00b7\uc2e0\uc81c\ud488 \uc5b8\uae09<\/td>\n<\/tr>\n<tr>\n<td>\ub0b4\uc77c(\uae30\uc0ac \uae30\uc900)<\/td>\n<td>\uc804\uc601\ud604 \uc0bc\uc131\uc804\uc790 \ubd80\ud68c\uc7a5 \ud68c\ub3d9 \uc608\uc815<\/td>\n<td>\ucd94\uac00 \ud611\ub825\u00b7\ubc1c\ud45c \uac00\ub2a5\uc131 \uc2dc\uc0ac<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\uc704 \ud45c\ub294 \uc820\uc2a8 \ud669 CEO\uc758 \ucd5c\uadfc \uacf5\uac1c \ud589\ubcf4\uc640 \ubc1c\uc5b8 \uc77c\uc815\uc744 \uc815\ub9ac\ud55c \uac83\uc774\ub2e4. \ud575\uc2ec\uc740 \ucef4\ud4e8\ud14d\uc2a4\uc5d0\uc11c\uc758 \uacf5\uac1c\uc801 \uc694\uccad\uc774 \uc11c\uc6b8 \ub0b4 \ud68c\ub3d9\uacfc \uc5f0\uacc4\ub3fc \uc2e4\uc81c \ud611\ub825\uacfc \ud22c\uc790 \ub17c\uc758\ub85c \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\ub294 \uc810\uc774\ub2e4. \ub2e8, \ud45c\uc5d0 \uae30\uc7ac\ub41c &#8220;\ub0b4\uc77c&#8221; \uc77c\uc815\uc758 \uad6c\uccb4\uc801 \ubc1c\ud45c \ub0b4\uc6a9\uacfc \uc2dc\uac04\uc740 \uacf5\uc2dd \ud655\uc778\uc774 \ud544\uc694\ud558\ub2e4.<\/p>\n<h2>\ubc18\uc751 \ubc0f \uc778\uc6a9<\/h2>\n<blockquote>\n<p>&#8220;HBM, \ub354 \ub9ce\uc740 HBM.&#8221;<\/p>\n<p><cite>\uc820\uc2a8 \ud669, \uc5d4\ube44\ub514\uc544 CEO<\/cite><\/p><\/blockquote>\n<p>\ud669 CEO\ub294 \ud604\uc7a5 \ubc1c\uc5b8\uc744 \ud1b5\ud574 HBM \uacf5\uae09 \ud655\ub300\uac00 AI \uc0dd\ud0dc\uacc4\uc758 \uc2dc\uae09\ud55c \uacfc\uc81c\uc784\uc744 \uac15\uc870\ud588\ub2e4. \uc774\ub294 \ucef4\ud4e8\ud305 \uc218\uc694 \uc99d\uac00\ub97c \uace0\ub824\ud55c \uc804\ub7b5\uc801 \uc694\uccad\uc73c\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\uc55e\uc73c\ub85c \uaf64 \uba87 \ub144\uac04(\uba54\ubaa8\ub9ac \ubd80\uc871\uc774) \uc9c0\uc18d\ub420 \uac83\uc774\ub77c\uace0 \uc0dd\uac01\ud55c\ub2e4.&#8221;<\/p>\n<p><cite>\uc820\uc2a8 \ud669, \uc5d4\ube44\ub514\uc544 CEO<\/cite><\/p><\/blockquote>\n<p>\ud669 CEO\ub294 \uacf5\uae09\ub9dd \uc804\ubc18\uc758 \ubcd1\ubaa9\uc744 \uc9c0\uc801\ud558\uba70 \ub2e8\uae30\uc801 \ud574\uacb0\uc774 \uc27d\uc9c0 \uc54a\uc74c\uc744 \uc7ac\ucc28 \ubc1d\ud614\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;HBM \uacf5\uae09 \ubd80\uc871\uc740 \uc6e8\uc774\ud37c\u00b7\ud328\ud0a4\uc9d5\u00b7\uc778\ud130\ucee4\ub125\ud2b8 \ub4f1 \uc804\ubc29\uc704\uc801 \ud22c\uc790\ub97c \uc694\uad6c\ud55c\ub2e4.&#8221;<\/p>\n<p><cite>\uc5c5\uacc4 \ubd84\uc11d\uac00(\uc775\uba85)<\/cite><\/p><\/blockquote>\n<p>\ubcf5\uc218\uc758 \uc5c5\uacc4 \ubd84\uc11d\uac00\ub294 HBM \ubb38\uc81c\ub97c \uba54\ubaa8\ub9ac \uce69 \uc0dd\uc0b0\ub9cc\uc758 \ubb38\uc81c\uac00 \uc544\ub2c8\ub77c \uc2dc\uc2a4\ud15c\uc801 \ud22c\uc790 \ubb38\uc81c\ub85c \ubcf4\ub294 \uad00\uc810\uc774 \uc77c\ubc18\uc801\uc774\ub77c\uace0 \ud3c9\uac00\ud588\ub2e4.<\/p>\n<aside>\n<details>\n<summary>\uc6a9\uc5b4\/\ubc29\ubc95\ub860<\/summary>\n<p>HBM(High Bandwidth Memory)\uc740 \uace0\ub300\uc5ed\ud3ed\uc744 \ud2b9\uc9d5\uc73c\ub85c \ud558\ub294 \uba54\ubaa8\ub9ac \uae30\uc220\ub85c, \ub300\ud615 AI \ubaa8\ub378\uacfc \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305\uc5d0\uc11c \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uacfc \uc804\ub825 \ud6a8\uc728\uc774 \uc911\uc694\ud55c \uc6a9\ub3c4\uc5d0 \uc4f0\uc778\ub2e4. DDR5\ub294 \ubc94\uc6a9 \uba54\ubaa8\ub9ac \uaddc\uaca9\uc73c\ub85c PC\u00b7\uc11c\ubc84\uc5d0\uc11c \ub110\ub9ac \uc0ac\uc6a9\ub418\uba70, HBM\uc740 \ud328\ud0a4\uc9c0 \ud615\ud0dc\uc640 \uc778\ud130\ucee4\ub125\ud2b8 \ubc29\uc2dd\uc774 \ub2ec\ub77c \uc81c\uc870\u00b7\ud328\ud0a4\uc9d5 \ub09c\uc774\ub3c4\uac00 \ub192\ub2e4. &#8216;\uc6e8\uc774\ud37c&#8217;\ub294 \ubc18\ub3c4\uccb4\uc758 \uae30\ucd08 \uc6d0\ud310\uc774\uba70, \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc740 \uce69 \uac04 \uc5f0\uacb0\uacfc \uc5f4 \uad00\ub9ac\uc5d0\uc11c \uc911\uc694\ud558\ub2e4. \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\ub294 \uad11\ud1b5\uc2e0 \uc18c\uc790\ub97c \ubc18\ub3c4\uccb4 \uacf5\uc815\uc5d0 \ud1b5\ud569\ud558\ub294 \uae30\uc220\ub85c \ub370\uc774\ud130\uc13c\ud130\uc758 \uc804\uc1a1 \ubcd1\ubaa9\uc744 \uc644\ud654\ud560 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c4\ub2e4.<\/p>\n<\/details>\n<\/aside>\n<h2>\ubd88\ud655\uc2e4\ud55c \ubd80\ubd84<\/h2>\n<ul>\n<li>\ub0b4\uc77c(\uae30\uc0ac \uae30\uc900) \uc804\uc601\ud604 \uc0bc\uc131\uc804\uc790 \ubd80\ud68c\uc7a5\uacfc\uc758 \ud68c\ub3d9\uc5d0\uc11c \uad6c\uccb4\uc801\uc73c\ub85c \uc5b4\ub5a4 \ud611\ub825\u00b7\ubc1c\ud45c\uac00 \ub098\uc62c\uc9c0\ub294 \ubbf8\ud655\uc778 \uc0c1\ud0dc\uc774\ub2e4.<\/li>\n<li>SK\ud558\uc774\ub2c9\uc2a4\uc640 \uc5d4\ube44\ub514\uc544 \uac04\uc5d0 \uc2e4\uc81c \uc6a9\ub7c9 \ud655\ub300\ub97c \uc704\ud55c \uad6c\uccb4\uc801 \uc218\uc8fc\u00b7\ud22c\uc790 \ud569\uc758\uac00 \uccb4\uacb0\ub418\uc5c8\ub294\uc9c0\ub294 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/li>\n<li>\ud669 CEO\uac00 \uc5b8\uae09\ud55c \uc0dd\uc0b0 \ubcf8\uaca9\ud654(\ubca0\ub77c \ub8e8\ube48 \ub4f1)\uc758 \uad6c\uccb4\uc801 \uc591\uc0b0 \uaddc\ubaa8\uc640 \ub0a9\uae30 \uc77c\uc815\uc740 \uacf5\uac1c\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/li>\n<\/ul>\n<h2>\ucd1d\ud3c9<\/h2>\n<p>\uc820\uc2a8 \ud669\uc758 \uc5f0\uc18d\ub41c \uacf5\uac1c \ubc1c\uc5b8\uc740 HBM\uc744 \ube44\ub86f\ud55c \uba54\ubaa8\ub9ac\u00b7\ud328\ud0a4\uc9d5 \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \uae34\uae09\ud55c \ud22c\uc790 \ud544\uc694\uc131\uc744 \uc2dc\uc7a5\uc5d0 \ub2e4\uc2dc \uc54c\ub9b0 \uc0ac\uac74\uc774\ub2e4. \uc5d4\ube44\ub514\uc544\uc640 \ud55c\uad6d \uba54\ubaa8\ub9ac \uc81c\uc870\uc0ac\ub4e4 \uac04\uc758 \uae34\ubc00\ud55c \uc18c\ud1b5\uc740 \ub2e8\uc21c\ud55c \uae30\uc220 \ud611\ub825 \ucc28\uc6d0\uc744 \ub118\uc5b4 \uc0dd\uc0b0 \ub2a5\ub825\u00b7\uacf5\uae09\ub9dd \uc7ac\ud3b8\uc744 \ucd09\ubc1c\ud560 \uc7a0\uc7ac\ub825\uc774 \uc788\ub2e4.<\/p>\n<p>\ub2e4\ub9cc \uacf5\uae09\ub9dd \ubcd1\ubaa9\uc740 \uc124\ube44 \ud22c\uc790\uc640 \uc778\ud504\ub77c \uac1c\uc120\uc774 \uc218\ubc18\ub3fc\uc57c \ud574 \ub2e8\uae30\uac04 \ud574\uacb0\uc740 \uc5b4\ub835\ub2e4. \ub0b4\uc77c \uc608\uc815\ub41c \uc804\uc601\ud604 \ubd80\ud68c\uc7a5\uacfc\uc758 \ud68c\ub3d9 \uacb0\uacfc\uac00 \uad6c\uccb4\uc801 \ud22c\uc790\u00b7\uacf5\uae09 \ud611\uc57d\uc73c\ub85c \uc774\uc5b4\uc9c8\uc9c0 \uc5ec\ubd80\uac00 \ud5a5\ud6c4 \uc218\uac1c\uc6d4\uac04 \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc0ac\ub2e4.<\/p>\n<h2>\ucd9c\ucc98<\/h2>\n<ul>\n<li><a href=\"https:\/\/zdnet.co.kr\/view\/?no=20260607195353\" target=\"_blank\" rel=\"noopener\">\uc9c0\ub514\ub137\ucf54\ub9ac\uc544<\/a> (\uc5b8\ub860)<\/li>\n<\/ul>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>\ubbf8\uad6d \ubc18\ub3c4\uccb4 \uae30\uc5c5 \uc5d4\ube44\ub514\uc544\uc758 \uc820\uc2a8 \ud669 \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub294 6\uc6d4 7\uc77c \uc800\ub141 \uc11c\uc6b8 \uac15\ub0a8 \uae50\ubd80\uce58\ud0a8 \uc0bc\uc131\uc810\uc5d0\uc11c \uc5f4\ub9b0 SK\uadf8\ub8f9 \uce21 \uc778\uc0ac\ub4e4\uacfc\uc758 \ud68c\ub3d9 \uc911 \uc678\ubd80\ub85c \ub098\uc640 &#8220;HBM, \ub354 \ub9ce\uc740 HBM&#8221;\uc774\ub77c\uace0 \ub9d0\ud558\uba70 HBM(\uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac) \uacf5\uae09 \ud655\ub300 \ud544\uc694\uc131\uc744 \uc7ac\ucc28 \uac15\uc870\ud588\ub2e4. \uadf8\ub294 \uac19\uc740 \uc8fc \ub300\ub9cc \ucef4\ud4e8\ud14d\uc2a4(6\uc6d4 2\uc77c)\uc5d0\uc11c SK\ud558\uc774\ub2c9\uc2a4\uc758 HBM4E \uc6e8\uc774\ud37c\uc5d0 &#8220;Please make more&#8221;\ub97c \ub0a8\uacbc\ub2e4\uace0 \ubc1d\ud78c \ubc14 \uc788\ub2e4. \ud669 CEO\ub294 \uc774\ub0a0 \ubca0\ub77c \ub8e8\ube48(Vera Rubin) &#8230; <a title=\"\uc820\uc2a8 \ud669 &#8216;HBM, \ub354 \ub9ce\uc740 HBM!&#8217;\u2026\ub0b4\uc77c \uc804\uc601\ud604 \uc0bc\uc131 \ubd80\ud68c\uc7a5 \ud68c\ub3d9 \uc608\uace0\" class=\"read-more\" href=\"https:\/\/readtrends.com\/ko\/jensen-huang-more-hbm-samsung\/\" aria-label=\"\uc820\uc2a8 \ud669 &#8216;HBM, \ub354 \ub9ce\uc740 HBM!&#8217;\u2026\ub0b4\uc77c \uc804\uc601\ud604 \uc0bc\uc131 \ubd80\ud68c\uc7a5 \ud68c\ub3d9 \uc608\uace0\uc5d0 \ub300\ud574 \ub354 \uc790\uc138\ud788 \uc54c\uc544\ubcf4\uc138\uc694\">\ub354 \uc77d\uae30<\/a><\/p>\n","protected":false},"author":1,"featured_media":12304,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_title":"\uc820\uc2a8 \ud669 'HBM, \ub354 \ub9ce\uc740 HBM!'\u2026\uc804\uc601\ud604 \ubd80\ud68c\uc7a5 \ud68c\ub3d9 \uc608\uace0 | \ub525\uc778\uc0ac\uc774\ud2b8","rank_math_description":"\uc820\uc2a8 \ud669 \uc5d4\ube44\ub514\uc544 CEO\uac00 6\uc6d4 7\uc77c \uc11c\uc6b8 \ud68c\ub3d9\uc5d0\uc11c HBM \uacf5\uae09 \ud655\ub300\ub97c \uc7ac\ucc28 \ucd09\uad6c\ud588\ub2e4. \ubca0\ub77c \ub8e8\ube48 AI \uc288\ud37c\ucef4\ud4e8\ud130\u00b7\uc2e0\uc81c\ud488 \uc18c\uc2dd\uacfc \ud568\uaed8 \ub0b4\uc77c \uc804\uc601\ud604 \ubd80\ud68c\uc7a5\uacfc\uc758 \ud68c\ub3d9 \uac00\ub2a5\uc131\uc774 \uc81c\uae30\ub410\ub2e4.","rank_math_focus_keyword":"\uc820\uc2a8\ud669, HBM, \uc804\uc601\ud604, SK\ud558\uc774\ub2c9\uc2a4, AI\uc288\ud37c\ucef4\ud4e8\ud130","footnotes":""},"categories":[2],"tags":[],"class_list":["post-12305","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\/12305","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=12305"}],"version-history":[{"count":0,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/12305\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media\/12304"}],"wp:attachment":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media?parent=12305"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/categories?post=12305"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/tags?post=12305"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}