{"id":5338,"date":"2025-12-24T08:06:03","date_gmt":"2025-12-23T23:06:03","guid":{"rendered":"https:\/\/readtrends.com\/ko\/samsung-hbm-target-160k\/"},"modified":"2025-12-24T08:06:03","modified_gmt":"2025-12-23T23:06:03","slug":"samsung-hbm-target-160k","status":"publish","type":"post","link":"https:\/\/readtrends.com\/ko\/samsung-hbm-target-160k\/","title":{"rendered":"\uc0bc\uc131\uc804\uc790 \uc544\uc9c1 \uc2f8\ub2e4, \ubaa9\ud45c\uac00 16\ub9cc\uc6d0\u2026\ub0b4\ub144 HBM \ub9e4\ucd9c 3\ubc30 \ub298 \ub4ef"},"content":{"rendered":"<article>\n<h2>\ud575\uc2ec \uc694\uc57d<\/h2>\n<p>KB\uc99d\uad8c\uc740 23\uc77c \uc0bc\uc131\uc804\uc790\uc5d0 \ub300\ud574 \ud22c\uc790\uc758\uacac &#8216;\ub9e4\uc218&#8217;\uc640 \ubaa9\ud45c\uc8fc\uac00 16\ub9cc\uc6d0\uc744 \uc720\uc9c0\ud558\uba74\uc11c, 2026\ub144 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\uc640 \uc5d4\ube44\ub514\uc544\uc758 \ucc28\uc138\ub300 AI \uc11c\ubc84\uc6a9 \uba54\ubaa8\ub9ac \uacf5\uae09 \ud655\ub300\uc5d0 \ub530\ub978 \uc218\ud61c\ub97c \uc608\uc0c1\ud588\ub2e4. KB\uc99d\uad8c\uc740 \uc0bc\uc131\uc804\uc790\uc758 HBM4\uac00 \uc5d4\ube44\ub514\uc544 SiP \ud14c\uc2a4\ud2b8\uc5d0\uc11c \ucd5c\uc0c1\uc704 \ud3c9\uac00\ub97c \ubc1b\uc558\uace0, 2026\ub144 HBM \ucd9c\ud558\ub7c9\uc774 \uc804\ub144 \ub300\ube44 \uc57d 3\ubc30 \ub298\uc5b4\ub09c 112\uc5b5Gb\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \ucd94\uc815\ud588\ub2e4. \uc774\uc5d0 \ub530\ub77c 2026\ub144 HBM \ub9e4\ucd9c\uc740 \uc57d 26\uc870\uc6d0, \ud68c\uc0ac \uc601\uc5c5\uc774\uc775\uc740 D\ub7a8 \uac00\uaca9 \ud68c\ubcf5\uacfc \ucd9c\ud558 \uc99d\uac00\ub85c 100\uc870\uc6d0\uc5d0 \uadfc\uc811\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4.<\/p>\n<h2>\ud575\uc2ec \uc0ac\uc2e4<\/h2>\n<ul>\n<li>\ubcf4\uace0 \uae30\uad00: KB\uc99d\uad8c(2025\ub144 6\uc6d4 23\uc77c \ubcf4\uace0\uc11c \uae30\uc900). \ud22c\uc790\uc758\uacac\uc740 &#8216;\ub9e4\uc218&#8217;, \ubaa9\ud45c\uc8fc\uac00 160,000\uc6d0 \uc720\uc9c0.<\/li>\n<li>HBM \ucd9c\ud558\ub7c9 \uc804\ub9dd: 2026\ub144 112\uc5b5Gb\ub85c \uc804\ub144 \ub300\ube44 \uc57d 3\ubc30 \uc99d\uac00 \uc608\uc0c1(\ud68c\uc0ac\u00b7\uc2dc\uc7a5 \uc218\uc694 \uae30\ubc18 \ucd94\uc815).<\/li>\n<li>HBM \ub9e4\ucd9c \uc804\ub9dd: 2026\ub144 \uc57d 26\uc870\uc6d0\uc73c\ub85c \uc804\ub144 \ub300\ube44 3\ubc30 \uae09\uc99d \ucd94\uc815.<\/li>\n<li>\uc5d4\ube44\ub514\uc544 \uad00\ub828: \uc0bc\uc131 HBM4\uac00 \uc5d4\ube44\ub514\uc544 SiP(System in Package) \ud14c\uc2a4\ud2b8\uc5d0\uc11c \ucd5c\uace0 \ud3c9\uac00\ub97c \ud68d\ub4dd\ud574 \uacf5\uae09 \ud655\ub300 \uae30\ub300.<\/li>\n<li>\uc18c\ucea02(SOCAMM2): \ucc28\uc138\ub300 AI \uc11c\ubc84 \uba54\ubaa8\ub9ac\ub85c, 2\uc138\ub300 \uc18c\ucea0\uc740 \uc804\ub825 \ud6a8\uc728 20% \uac1c\uc120\u00b7\uc6a9\ub7c9 50% \uc774\uc0c1 \ud655\ub300(\uc81c\uc870\uc0ac\u00b7\ubcf4\uace0\uc11c \uc218\uce58).<\/li>\n<li>\uc2dc\uc7a5 \uc810\uc720\uc728 \uc804\ub9dd: KB\uc99d\uad8c\uc740 \uc0bc\uc131\uc758 HBM \uc810\uc720\uc728\uc774 \uc62c\ud574 16%\uc5d0\uc11c \ub0b4\ub144 35%\ub85c \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1.<\/li>\n<li>\uc2e4\uc801 \uc601\ud5a5: KB\uc99d\uad8c\uc740 2026\ub144 \uc0bc\uc131\uc804\uc790\uc758 \uc601\uc5c5\uc774\uc775\uc774 \uc804\ub144 \ub300\ube44 129% \uc99d\uac00\ud574 \uc57d 100\uc870\uc6d0\uc5d0 \uadfc\uc811\ud560 \uac83\uc73c\ub85c \ubd04.<\/li>\n<\/ul>\n<h2>\uc0ac\uac74 \ubc30\uacbd<\/h2>\n<p>AI \uc11c\ubc84\uc640 \ub300\ud615 \uc5b8\uc5b4\ubaa8\ub378(LLM) \ud655\uc0b0\uc740 \uace0\ub300\uc5ed\ud3ed\u00b7\uc800\uc804\ub825 \uba54\ubaa8\ub9ac\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uae09\uaca9\ud788 \ub298\ub838\ub2e4. HBM\uc740 \ubcd1\ub82c \ucc98\ub9ac\uc640 \ub300\uc6a9\ub7c9 \ub370\uc774\ud130 \ucc98\ub9ac\uc5d0 \uc720\ub9ac\ud574 GPU\u00b7AI \uac00\uc18d\uae30\uc5d0\uc11c \ud575\uc2ec \ubd80\ud488\uc73c\ub85c \uc790\ub9ac\uc7a1\uace0 \uc788\uc73c\uba70, \uc5d4\ube44\ub514\uc544\u00b7\uad6c\uae00\u00b7\uc544\ub9c8\uc874 \ub4f1 \ud074\ub77c\uc6b0\ub4dc\u00b7\ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uace0\uac1d\uc758 \uc8fc\ubb38\uc774 \uc99d\uac00\ud558\uace0 \uc788\ub2e4. \uc774\ub7ec\ud55c \uc218\uc694 \uc99d\uac00\uc5d0 \ub530\ub77c \uba54\ubaa8\ub9ac \uacf5\uae09\ub9dd\uc5d0\uc11c\ub294 \uace0\ubc00\ub3c4\u00b7\uace0\ud6a8\uc728 \uc81c\ud488(HBM4, \uc18c\ucea0 \ub4f1)\uc5d0 \ub300\ud55c \uacbd\uc7c1\uc774 \uc2ec\ud654\ub418\uace0 \uc788\ub2e4.<\/p>\n<p>\uacfc\uac70 HBM \uae09\ud33d\ucc3d\uae30(\uc608: HBM3E \uc218\uc694 \uc99d\ub300)\uc5d0\uc11c \uacf5\uae09 \ubd80\uc871\uacfc \uac00\uaca9 \ubcc0\ub3d9\uc774 \uc5c5\uacc4 \uc2e4\uc801\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\ucce4\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 D\ub7a8 \uc0dd\uc0b0 \ub2a5\ub825\uacfc \ud328\ud0a4\uc9d5 \uae30\uc220, \uc124\uacc4 \ud611\ub825\uc5d0\uc11c \uc6b0\uc704\ub97c \uac00\uc9c4 \uae30\uc5c5 \uc911 \ud558\ub098\ub85c \ud3c9\uac00\ubc1b\uc544 \uc654\uace0, \uc774\ubc88 \ud3c9\uac00 \uacb0\uacfc\ub294 \uace0\uac1d\uc0ac(\ud2b9\ud788 \uc5d4\ube44\ub514\uc544)\uc640\uc758 \uae30\uc220 \uc801\ud569\uc131 \uce21\uba74\uc5d0\uc11c \uae0d\uc815\uc801 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4. \uc774\ud574\uad00\uacc4\uc790\ub85c\ub294 \uba54\ubaa8\ub9ac \uc81c\uc870\uc0ac(\uc0bc\uc131\u00b7SK\ud558\uc774\ub2c9\uc2a4), AI \uce69 \uc124\uacc4\uc0ac(\uc5d4\ube44\ub514\uc544 \ub4f1), \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790(\uad6c\uae00\u00b7\uc544\ub9c8\uc874\u00b7MS) \ub4f1\uc774 \uc788\ub2e4.<\/p>\n<h2>\uc8fc\uc694 \uc0ac\uac74<\/h2>\n<p>KB\uc99d\uad8c\uc740 \ucd5c\uadfc \ub0b4\ubd80\u00b7\uc678\ubd80 \ud3c9\uac00 \uc790\ub8cc\ub97c \ud1a0\ub300\ub85c \uc0bc\uc131\uc804\uc790\uc758 HBM4\uac00 \uc5d4\ube44\ub514\uc544 SiP \ud14c\uc2a4\ud2b8\uc5d0\uc11c \ucd5c\uace0 \ub4f1\uae09\uc744 \ubc1b\uc558\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774 \ud3c9\uac00\ub294 \uc5d4\ube44\ub514\uc544\uc758 \uc2dc\uc2a4\ud15c \ud1b5\ud569 \uc694\uac74\uacfc \uc131\ub2a5\u00b7\uc804\ub825 \ud2b9\uc131 \uc801\ud569\uc131\uc744 \uc758\ubbf8\ud558\uba70, \uacf5\uae09\ub9dd \uc9c4\uc785 \uac00\ub2a5\uc131\uc744 \ub192\uc774\ub294 \uc694\uc18c\ub85c \uc791\uc6a9\ud55c\ub2e4. KB\uc99d\uad8c\uc740 \uc774\ub97c \uadfc\uac70\ub85c \uc0bc\uc131\uc758 HBM4 \uacf5\uae09 \ubb3c\ub7c9 \ud655\ub300\uc640 \uc5d4\ube44\ub514\uc544 \ucc28\uc138\ub300 AI \uc11c\ubc84 \uba54\ubaa8\ub9ac \uc18c\ucea02 \uacf5\uae09\uc5d0 \ub300\ud55c \uae30\ub300\ub97c \uc81c\uae30\ud588\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc18c\ucea02(SOCAMM2)\uc758 \uacf5\uae09\ub7c9\uc744 100\uc5b5Gb\ub85c \ucd94\uc815\ud558\uace0, \uc0bc\uc131\uc758 \uc18c\ucea02 \uc810\uc720\uc728\uc774 1\uc704\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uce21\ud588\ub2e4. \uc18c\ucea02\ub294 \ubaa8\ub4c8\ud615 D\ub7a8\uc73c\ub85c \uae30\uc874 \uc628\ubcf4\ub4dc \uc800\uc804\ub825 D\ub7a8 \ub300\ube44 \uc6a9\ub7c9\u00b7\uc804\ub825 \ud6a8\uc728 \uba74\uc5d0\uc11c \uac1c\uc120\uc774 \ud06c\uba70, \uc5c5\uacc4\uc5d0\uc11c\ub294 \uc774\ub97c &#8216;\uc81c2\uc758 HBM&#8217;\uc73c\ub85c \ud3c9\uac00\ud558\ub294 \uc6c0\uc9c1\uc784\uc774 \uc788\ub2e4. KB\uc99d\uad8c\uc740 \uc18c\ucea0(1b D\ub7a8) \ub300\ube44 \uc131\ub2a5\u00b7\uc804\ub825 \uac1c\uc120 \uc218\uce58\ub97c \uadfc\uac70\ub85c \ud55c \uc2dc\uc7a5 \ud655\uc7a5 \uc2dc\ub098\ub9ac\uc624\ub97c \uc81c\uc2dc\ud588\ub2e4.<\/p>\n<p>KB\uc99d\uad8c\uc758 \uc218\uce58 \uae30\ubc18 \uc2dc\ub098\ub9ac\uc624\uc5d0\uc11c\ub294 2026\ub144 \uc0bc\uc131\uc758 HBM \ucd9c\ud558\ub7c9\uc774 112\uc5b5Gb, HBM4 \ube44\uc911\uc774 \uc804\uccb4 HBM \ucd9c\ud558\ub7c9\uc758 \uc57d \uc808\ubc18\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. \uc774\uc640 \ud568\uaed8 D\ub7a8 \uac00\uaca9 \ud68c\ubcf5\uc774 \ub9de\ubb3c\ub9ac\uba74 HBM \ub9e4\ucd9c\uacfc \uc804\uccb4 \uc601\uc5c5\uc774\uc775\uc774 \uae09\uc99d\ud574 2026\ub144 \uc2e4\uc801 \uac1c\uc120\uc744 \uc774\ub04c \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4\uace0 \ubd84\uc11d\ud588\ub2e4.<\/p>\n<h2>\ubd84\uc11d \ubc0f \uc758\ubbf8<\/h2>\n<p>\uccab\uc9f8, \uae30\uc220 \uc801\ud569\uc131 \ud655\ubcf4\ub294 \uacf5\uae09\ub9dd \ud655\ubcf4\ub85c \uc9c1\uacb0\ub41c\ub2e4. \uc5d4\ube44\ub514\uc544\uc758 SiP \ud14c\uc2a4\ud2b8\uc5d0\uc11c \ub192\uc740 \ud3c9\uac00\ub97c \ubc1b\uc558\ub2e4\ub294 \uc810\uc740 \uc0bc\uc131 \uc81c\ud488\uc774 \uace0\uac1d\uc0ac \uaddc\uaca9\uacfc \uc131\ub2a5 \uc694\uad6c\ub97c \ucda9\uc871\ud588\uc74c\uc744 \uc758\ubbf8\ud558\uba70, \uc774\ub294 \ud5a5\ud6c4 \ub300\ub7c9 \uacf5\uae09 \uacc4\uc57d \uccb4\uacb0 \uac00\ub2a5\uc131\uc744 \ub192\uc778\ub2e4. \ub2e4\ub9cc \ucd5c\uc885 \uacf5\uae09 \ube44\uc911\uc740 \ub0a9\ud488 \uacc4\uc57d, \uac00\uaca9 \ud611\uc0c1, \uc0dd\uc0b0 \ub2a5\ub825 \ubc30\ubd84 \ub4f1 \ubcf5\ud569 \uc694\uc778\uc5d0 \ub2ec\ub824 \uc788\ub2e4.<\/p>\n<p>\ub458\uc9f8, HBM \ubd84\uc57c\uc5d0\uc11c \uc810\uc720\uc728 \ud655\ub300\ub294 \ub9e4\ucd9c \uad6c\uc870\uc758 \uace0\ub3c4\ud654\ub97c \uac00\uc838\uc628\ub2e4. HBM\uacfc \uc18c\ucea0 \ub4f1 \uace0\ubd80\uac00 \uba54\ubaa8\ub9ac\uc758 \ube44\uc911\uc774 \ucee4\uc9c0\uba74 \uc81c\ud488 \ubbf9\uc2a4 \uac1c\uc120\uc73c\ub85c \ud3c9\uade0 \ud310\ub9e4\uac00\uaca9(ASP)\uacfc \ub9c8\uc9c4\uc774 \uc0c1\uc2b9\ud560 \uc218 \uc788\ub2e4. KB\uc99d\uad8c\uc758 \uc804\ub9dd\ub300\ub85c\ub77c\uba74 \uba54\ubaa8\ub9ac \ubd80\ubb38 \uc774\uc775 \uae30\uc5ec\ub3c4\uac00 \ub300\ud3ed \uc0c1\uc2b9\ud574 \ud68c\uc0ac \uc804\uccb4 \uc601\uc5c5\uc774\uc775 \uac1c\uc120\uc73c\ub85c \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n<p>\uc14b\uc9f8, \ub300\uc678 \ub9ac\uc2a4\ud06c(\uc218\uc694 \ub454\ud654\u00b7\uac00\uaca9 \ud558\ub77d\u00b7\uacbd\uc7c1 \uc2ec\ud654)\ub97c \uace0\ub824\ud574\uc57c \ud55c\ub2e4. \uc5d4\ube44\ub514\uc544\u00b7\ud074\ub77c\uc6b0\ub4dc \uc5c5\uccb4\uc758 \uc218\uc694\uac00 \uacc4\ud68d\ub300\ub85c \uc720\uc785\ub418\uc9c0 \uc54a\uac70\ub098 \uacbd\uc7c1\uc0ac\uc758 \uae30\uc220\u00b7\uac00\uaca9 \uacf5\uc138\uac00 \uc788\uc744 \uacbd\uc6b0, \uc810\uc720\uc728\u00b7\uc774\uc775 \uc804\ub9dd\uc740 \ud558\ud5a5 \uc870\uc815\ub420 \uc218 \uc788\ub2e4. \ud2b9\ud788 \uba54\ubaa8\ub9ac \uac00\uaca9\uc758 \uc0ac\uc774\ud074\uc131\uc740 \ub2e8\uae30\uac04 \uc2e4\uc801 \ubcc0\ub3d9\uc131\uc744 \ud0a4\uc6b0\ub294 \uc694\uc778\uc774\ub2e4.<\/p>\n<p>\ub137\uc9f8, \uad6d\uc81c \uacf5\uae09\ub9dd\uacfc \uc9c0\uc815\ud559\uc801 \ubcc0\uc218\ub3c4 \uad00\uac74\uc774\ub2e4. HBM\u00b7\uc18c\ucea0 \uc0dd\uc0b0\uc740 \uace0\ub3c4\uc758 \uacf5\uc815\u00b7\ud328\ud0a4\uc9d5 \uc0dd\ud0dc\uacc4\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc5b4 \uc18c\uc7ac\u00b7\uc7a5\ube44 \uc218\uae09\uc774\ub098 \uaddc\uc81c\u00b7\uc218\ucd9c \ud1b5\uc81c \ub4f1 \uc678\uc0dd\uc801 \uc694\uc778\uc774 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uace0\uac1d \ub2e4\ubcc0\ud654\uc640 \uae30\uc220 \uace0\ub3c4\ud654\ub85c \ub9ac\uc2a4\ud06c\ub97c \ubd84\uc0b0\ud558\ub824 \ud560 \uac83\uc774\ub2e4.<\/p>\n<h2>\ube44\uad50 \ubc0f \ub370\uc774\ud130<\/h2>\n<figure>\n<table>\n<thead>\n<tr>\n<th>\uad6c\ubd84<\/th>\n<th>2025(\uc804\ub144)<\/th>\n<th>2026(KB\uc99d\uad8c \uc804\ub9dd)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>HBM \ucd9c\ud558\ub7c9(\uc5b5Gb)<\/td>\n<td>\uc57d 37.3(\ucd94\uc815\uac12)<\/td>\n<td>112<\/td>\n<\/tr>\n<tr>\n<td>HBM \ub9e4\ucd9c(\uc870\uc6d0)<\/td>\n<td>\uc57d 8.7(\ucd94\uc815\uac12)<\/td>\n<td>26<\/td>\n<\/tr>\n<tr>\n<td>\uc0bc\uc131 HBM \uc810\uc720\uc728<\/td>\n<td>16%<\/td>\n<td>35%(\uc608\uc0c1)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\uc704 \ud45c\uc758 2025 \uac12\uc740 KB\uc99d\uad8c\uc758 &#8216;3\ubc30 \uc99d\uac00&#8217; \uc124\uba85\uc744 \ubc14\ud0d5\uc73c\ub85c \uc5ed\uc0b0\ud55c \ucd94\uc815\uce58(112\uc5b5Gb\uc758 1\/3 \ub4f1)\ub85c, \uc6d0\ubb38 \uc218\uce58(112\uc5b5Gb\u00b726\uc870\uc6d0\u00b7\uc810\uc720\uc728 \ubcc0\ud654)\ub294 \ubcf4\uace0\uc11c\uc5d0 \uadfc\uac70\ud55c \ud575\uc2ec \uc0ac\uc2e4\uc774\ub2e4. \ud45c\ub294 \uc131\uc7a5 \uaddc\ubaa8\ub97c \uc9c1\uad00\uc801\uc73c\ub85c \ubcf4\uc5ec\uc8fc\uae30 \uc704\ud55c \ubcf4\uc870 \uc790\ub8cc\uc774\uba70, \uc138\ubd80 \uc218\uce58\ub294 \ubcf4\uace0\uc11c\uc758 \uac00\uc815\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n<h2>\ubc18\uc751 \ubc0f \uc778\uc6a9<\/h2>\n<p>KB\uc99d\uad8c \ubcf4\uace0\uc11c \ubc1c\ud45c \ud6c4 \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc0bc\uc131\uc758 \uba54\ubaa8\ub9ac \uc0ac\uc5c5 \ubaa8\uba58\ud140\uc5d0 \uc8fc\ubaa9\ud558\ub294 \ubc18\uc751\uc774 \ub098\uc654\ub2e4. \uae30\uad00 \ud22c\uc790\uc790\ub4e4\uc740 HBM\u00b7\uc18c\ucea0 \ubb3c\ub7c9 \ud655\ub300\uac00 \uc2e4\uc801 \ub808\ubca8\uc744 \ubc14\uafc0 \uc218 \uc788\ub2e4\ub294 \uc810\uc744 \uc8fc\ubaa9\ud588\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;HBM4\uc758 \uc5d4\ube44\ub514\uc544 SiP \ud14c\uc2a4\ud2b8 \ucd5c\uace0 \ud3c9\uac00\ub294 \ud5a5\ud6c4 \uacf5\uae09 \ud655\ub300\uc758 \ud575\uc2ec \uadfc\uac70\ub2e4.&#8221;<\/p>\n<p><cite>KB\uc99d\uad8c \uae40\ub3d9\uc6d0 \uc5f0\uad6c\uc6d0<\/cite><\/p><\/blockquote>\n<p>\ub610 \ub2e4\ub978 \uc5c5\uacc4 \uad00\uce21\uc740 \uc18c\ucea0\uc774 \ubaa8\ub4c8\ud615 D\ub7a8\uc758 \uc0c8\ub85c\uc6b4 \ud45c\uc900\uc774 \ub420 \uac00\ub2a5\uc131\uc744 \uc81c\uae30\ud588\ub2e4. \ub2e4\ub9cc \uc2e4\uc81c \ucc44\uc6a9 \uc18d\ub3c4\ub294 \uace0\uac1d\uc758 \uc124\uacc4 \uc804\ud658\uacfc \uac80\uc99d \uc808\ucc28\uc5d0 \uc88c\uc6b0\ub41c\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\uc18c\ucea0\uc740 \uace0\uc131\ub2a5\u00b7\uace0\ud6a8\uc728 \ud2b9\uc131\uc73c\ub85c AI \uba54\ubaa8\ub9ac\uc758 \uc0c8 \uae30\uc900\uc774 \ub420 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.&#8221;<\/p>\n<p><cite>\uc5c5\uacc4 \uc5f0\uad6c\uc6d0(\uc775\uba85)<\/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 D\ub7a8 \ud328\ud0a4\uc9c0\ub85c, GPU\u00b7AI \uac00\uc18d\uae30\uc5d0\uc11c \ubcd1\ub82c \ub370\uc774\ud130 \ucc98\ub9ac \uc131\ub2a5\uc744 \ub192\uc774\ub294 \ub370 \uc0ac\uc6a9\ub41c\ub2e4. SiP(System in Package)\ub294 \uc5ec\ub7ec \uce69\uacfc \ud328\uc2dc\ube0c \uc18c\uc790\ub97c \ud558\ub098\uc758 \ud328\ud0a4\uc9c0\uc5d0 \ud1b5\ud569\ud574 \uc131\ub2a5\uacfc \uc804\ub825 \ud6a8\uc728\uc744 \uac1c\uc120\ud558\ub294 \uc124\uacc4 \ubc29\uc2dd\uc774\ub2e4. SOCAMM(SOC-Attached Memory Module)\uc740 \ubaa8\ub4c8\ud615 D\ub7a8\uc73c\ub85c, \uc628\ubcf4\ub4dc \uc9d1\uc801 \ubc29\uc2dd\uacfc \ub2ec\ub9ac \ubaa8\ub4c8 \uad50\uccb4\uac00 \uac00\ub2a5\ud574 \ud655\uc7a5\uc131\uacfc \uc720\uc9c0\ubcf4\uc218 \uce21\uba74\uc5d0\uc11c \uc7a5\uc810\uc774 \uc788\ub2e4.<\/p>\n<\/details>\n<\/aside>\n<\/h2>\n<h2>\ubd88\ud655\uc2e4\ud55c \ubd80\ubd84<\/h2>\n<ul>\n<li>KB\uc99d\uad8c\uc758 \uc810\uc720\uc728\u00b7\ubb3c\ub7c9 \ucd94\uc815\uc740 \ubd84\uc11d\uac00\uc758 \uac00\uc815 \uae30\ubc18\uc774\uba70 \uc2e4\uc81c \uacc4\uc57d\u00b7\ub0a9\ud488 \uc0c1\ud669\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c8 \uc218 \uc788\ub2e4.<\/li>\n<li>\uc18c\ucea02\uc758 \ub300\uaddc\ubaa8 \ucc44\ud0dd \uc2dc\uc810\uacfc \ubc94\uc704\ub294 \uc5d4\ube44\ub514\uc544\u00b7\ud074\ub77c\uc6b0\ub4dc \uace0\uac1d\uc758 \uc124\uacc4 \ubc18\uc601 \uc18d\ub3c4\uc5d0 \ub530\ub77c \ubd88\ud655\uc2e4\ud558\ub2e4.<\/li>\n<li>\uba54\ubaa8\ub9ac \uac00\uaca9 \ud68c\ubcf5 \ud3ed\uacfc \uc9c0\uc18d\uc131\uc740 \uae00\ub85c\ubc8c \uc218\uc694\u00b7\uacf5\uae09 \uc5ec\uac74\uc5d0 \uc758\ud574 \ud06c\uac8c \ubcc0\ub3d9\ud560 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/li>\n<\/ul>\n<h2>\ucd1d\ud3c9<\/h2>\n<p>KB\uc99d\uad8c\uc758 \ubd84\uc11d\uc740 \uae30\uc220 \uc801\ud569\uc131(\uc5d4\ube44\ub514\uc544 SiP \ud3c9\uac00)\uacfc \uc218\uc694 \uc804\ub9dd\uc744 \uae30\ubc18\uc73c\ub85c \uc0bc\uc131\uc804\uc790\uc758 HBM\u00b7\uc18c\ucea0 \uad00\ub828 \ub9e4\ucd9c\u00b7\uc774\uc775 \uac1c\uc120\uc744 \ub099\uad00\uc801\uc73c\ub85c \uc81c\uc2dc\ud588\ub2e4. \ud575\uc2ec \uc22b\uc790(112\uc5b5Gb, 26\uc870\uc6d0, \uc601\uc5c5\uc774\uc775 \uc57d 100\uc870\uc6d0)\ub294 \ubcf4\uace0\uc11c\uc758 \uc2dc\ub098\ub9ac\uc624 \uacb0\uacfc\ub85c, \uc2e4\ud604 \uc5ec\ubd80\ub294 \uacc4\uc57d \uccb4\uacb0\uacfc \uc0dd\uc0b0\ub2a5\ub825 \ubc30\ubd84\uc5d0 \ub2ec\ub824 \uc788\ub2e4.<\/p>\n<p>\ud22c\uc790\uc790\ub294 \uae0d\uc815\uc801 \uc2dc\ub098\ub9ac\uc624\uc640 \ud568\uaed8 \uc218\uc694 \ubd88\ud655\uc2e4\uc131\u00b7\uacbd\uc7c1\u00b7\uac00\uaca9 \uc0ac\uc774\ud074 \ub9ac\uc2a4\ud06c\ub97c \ud568\uaed8 \uace0\ub824\ud574\uc57c \ud55c\ub2e4. \ub2e8\uae30 \uc8fc\uac00 \ubc18\uc751\uc740 \uae30\ub300\uac10\uc5d0 \uc758\uc874\ud560 \uc218 \uc788\uc73c\ub098, \uc911\uc7a5\uae30 \uc218\uc775\uc131 \uac1c\uc120\uc740 \uace0\ubd80\uac00 \uba54\ubaa8\ub9ac \ube44\uc911 \ud655\ub300\uc640 \uac00\uaca9 \ud68c\ubcf5\uc758 \uc9c0\uc18d\uc131\uc5d0 \ub2ec\ub824 \uc788\ub2e4.<\/p>\n<h2>\ucd9c\ucc98<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.mk.co.kr\/news\/stock\/11504687\" target=\"_blank\" rel=\"noopener\">\ub9e4\uc77c\uacbd\uc81c(\uc5b8\ub860 \ubcf4\ub3c4)<\/a> \u2014 \uc6d0\ubb38 \uae30\uc0ac \ub9c1\ud06c<\/li>\n<li><a href=\"https:\/\/www.yna.co.kr\" target=\"_blank\" rel=\"noopener\">\uc5f0\ud569\ub274\uc2a4(\ud1b5\uc2e0 \ubcf4\ub3c4)<\/a> \u2014 \uad00\ub828 \ud1b5\uc2e0 \ubcf4\ub3c4 \ucc38\uc870<\/li>\n<li><a href=\"https:\/\/research.kbsec.com\" target=\"_blank\" rel=\"noopener\">KB\uc99d\uad8c \ub9ac\uc11c\uce58(\uc99d\uad8c\uc0ac \ubcf4\uace0\uc11c)<\/a> \u2014 \ubcf4\uace0\uc11c \ubc0f \uc560\ub110\ub9ac\uc2a4\ud2b8 \uc758\uacac<\/li>\n<\/ul>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>\ud575\uc2ec \uc694\uc57d KB\uc99d\uad8c\uc740 23\uc77c \uc0bc\uc131\uc804\uc790\uc5d0 \ub300\ud574 \ud22c\uc790\uc758\uacac &#8216;\ub9e4\uc218&#8217;\uc640 \ubaa9\ud45c\uc8fc\uac00 16\ub9cc\uc6d0\uc744 \uc720\uc9c0\ud558\uba74\uc11c, 2026\ub144 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\uc640 \uc5d4\ube44\ub514\uc544\uc758 \ucc28\uc138\ub300 AI \uc11c\ubc84\uc6a9 \uba54\ubaa8\ub9ac \uacf5\uae09 \ud655\ub300\uc5d0 \ub530\ub978 \uc218\ud61c\ub97c \uc608\uc0c1\ud588\ub2e4. KB\uc99d\uad8c\uc740 \uc0bc\uc131\uc804\uc790\uc758 HBM4\uac00 \uc5d4\ube44\ub514\uc544 SiP \ud14c\uc2a4\ud2b8\uc5d0\uc11c \ucd5c\uc0c1\uc704 \ud3c9\uac00\ub97c \ubc1b\uc558\uace0, 2026\ub144 HBM \ucd9c\ud558\ub7c9\uc774 \uc804\ub144 \ub300\ube44 \uc57d 3\ubc30 \ub298\uc5b4\ub09c 112\uc5b5Gb\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \ucd94\uc815\ud588\ub2e4. \uc774\uc5d0 \ub530\ub77c 2026\ub144 HBM \ub9e4\ucd9c\uc740 \uc57d 26\uc870\uc6d0, \ud68c\uc0ac \uc601\uc5c5\uc774\uc775\uc740 D\ub7a8 \uac00\uaca9 &#8230; <a title=\"\uc0bc\uc131\uc804\uc790 \uc544\uc9c1 \uc2f8\ub2e4, \ubaa9\ud45c\uac00 16\ub9cc\uc6d0\u2026\ub0b4\ub144 HBM \ub9e4\ucd9c 3\ubc30 \ub298 \ub4ef\" class=\"read-more\" href=\"https:\/\/readtrends.com\/ko\/samsung-hbm-target-160k\/\" aria-label=\"\uc0bc\uc131\uc804\uc790 \uc544\uc9c1 \uc2f8\ub2e4, \ubaa9\ud45c\uac00 16\ub9cc\uc6d0\u2026\ub0b4\ub144 HBM \ub9e4\ucd9c 3\ubc30 \ub298 \ub4ef\uc5d0 \ub300\ud574 \ub354 \uc790\uc138\ud788 \uc54c\uc544\ubcf4\uc138\uc694\">\ub354 \uc77d\uae30<\/a><\/p>\n","protected":false},"author":1,"featured_media":5331,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_title":"\uc0bc\uc131\uc804\uc790 \uc544\uc9c1 \uc2f8\ub2e4, \ubaa9\ud45c\uac00 16\ub9cc\uc6d0\u2026\ub0b4\ub144 HBM \ub9e4\ucd9c 3\ubc30 \uc804\ub9dd | \ub514\uc9c0\ud138\ub274\uc2a4","rank_math_description":"KB\uc99d\uad8c\uc740 \uc0bc\uc131\uc804\uc790\uc5d0 \ub300\ud574 \ubaa9\ud45c\uc8fc\uac00 16\ub9cc\uc6d0\uc744 \uc720\uc9c0\ud558\uba70, HBM4\u00b7\uc18c\ucea02 \uacf5\uae09 \ud655\ub300\uc5d0 \ub530\ub77c 2026\ub144 HBM \ucd9c\ud558 112\uc5b5Gb\u00b7\ub9e4\ucd9c 26\uc870\uc6d0\uc73c\ub85c 3\ubc30 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\uc2b5\ub2c8\ub2e4.","rank_math_focus_keyword":"\uc0bc\uc131\uc804\uc790,HBM4,\ubaa9\ud45c\uc8fc\uac00,KB\uc99d\uad8c,\uc18c\ucea02,\uc5d4\ube44\ub514\uc544","footnotes":""},"categories":[2],"tags":[],"class_list":["post-5338","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\/5338","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=5338"}],"version-history":[{"count":0,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/5338\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media\/5331"}],"wp:attachment":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media?parent=5338"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/categories?post=5338"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/tags?post=5338"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}