{"id":7003,"date":"2026-01-20T09:08:35","date_gmt":"2026-01-20T00:08:35","guid":{"rendered":"https:\/\/readtrends.com\/ko\/sandisk-ai-storage\/"},"modified":"2026-01-20T09:08:35","modified_gmt":"2026-01-20T00:08:35","slug":"sandisk-ai-storage","status":"publish","type":"post","link":"https:\/\/readtrends.com\/ko\/sandisk-ai-storage\/","title":{"rendered":"\u201c\uc774\uc81c \uc2a4\ud1a0\ub9ac\uc9c0 \ucc28\ub840\u201d\u2026 AI \ucd94\ub860 \uc8fc\ub3c4\ud558\ub294 \uc0cc\ub514\uc2a4\ud06c"},"content":{"rendered":"<article>\n<h2>\ud575\uc2ec \uc694\uc57d<\/h2>\n<p>\uc5d4\ube44\ub514\uc544 \uc820\uc2a8 \ud669 CEO\uac00 1\uc6d4 5\uc77c \ubc1c\ud45c\ud55c \u2018\ucd94\ub860 \ubb38\ub9e5 \uae30\uc5b5 \uc2a4\ud1a0\ub9ac\uc9c0 \ud50c\ub7ab\ud3fc\u2019\uc740 AI \ucd94\ub860 \uc2dc\ub300\uc5d0 \uc2a4\ud1a0\ub9ac\uc9c0\uac00 \ud575\uc2ec \uc778\ud504\ub77c\uac00 \ub420 \uac83\uc774\ub77c\uace0 \uc120\uc5b8\ud588\ub2e4. \ubc1c\ud45c \uc9c1\ud6c4(\ub2e4\uc74c \uac70\ub798\uc77c) \uc0cc\ub514\uc2a4\ud06c \uc8fc\uac00\ub294 27.56% \uae09\ub4f1\ud588\uace0, \uc6e8\uc2a4\ud134\ub514\uc9c0\ud138\uacfc \uc2dc\uac8c\uc774\ud2b8\ub3c4 \uac01\uac01 16.77%, 14% \uc0c1\uc2b9\ud588\ub2e4. \uc804 \uc138\uacc4 \ub370\uc774\ud130 \uc0dd\uc131\ub7c9\uc740 2024\ub144 \uc57d 149ZB\uc5d0\uc11c 2026\ub144 221ZB\ub97c \ub118\uae38 \uac83\uc73c\ub85c \uc608\uce21\ub418\uba70, SSD\ub97c \uad6c\uc131\ud558\ub294 \ub0b8\ub4dc\ud50c\ub798\uc2dc \uc218\uc694\uc640 \uac00\uaca9 \uae09\ub4f1\uc774 \uc608\uc0c1\ub41c\ub2e4. \uae30\uc5c5 \uc2e4\uc801\uacfc \ucd9c\ud558\ub7c9 \uc9c0\ud45c\ub3c4 \ub0b8\ub4dc\uac00\uaca9 \uc0c1\uc2b9 \ud750\ub984\uc744 \ubc18\uc601\ud574 \uc0c1\ud5a5 \uc870\uc815\ub418\ub294 \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n<h2>\ud575\uc2ec \uc0ac\uc2e4<\/h2>\n<ul>\n<li>\ubc1c\uc5b8 \uc2dc\uc810: \uc820\uc2a8 \ud669 \uc5d4\ube44\ub514\uc544 CEO\uac00 2026\ub144 1\uc6d4 5\uc77c \ud50c\ub7ab\ud3fc\uc744 \uc18c\uac1c\ud558\uba70 \uc2a4\ud1a0\ub9ac\uc9c0\ub97c \ucc28\uc138\ub300 \uc2dc\uc7a5\uc73c\ub85c \uc9c0\ubaa9\ud588\ub2e4.<\/li>\n<li>\uc8fc\uac00 \ubc18\uc751: 1\uc6d4 6\uc77c(\ud604\uc9c0 \uae30\uc900) \uc0cc\ub514\uc2a4\ud06c \uc8fc\uac00\ub294 27.56% \uae09\ub4f1\ud588\uc73c\uba70, \uc6e8\uc2a4\ud134\ub514\uc9c0\ud138 16.77%, \uc2dc\uac8c\uc774\ud2b8 14%\uc758 \uc0c1\uc2b9\ub960\uc744 \uae30\ub85d\ud588\ub2e4.<\/li>\n<li>\ub370\uc774\ud130 \uc99d\uac00: \uae00\ub85c\ubc8c \ub370\uc774\ud130 \uc0dd\uc131\ub7c9\uc740 2024\ub144 \uc57d 149ZB\uc5d0\uc11c 2026\ub144 221ZB\ub97c \ucd08\uacfc\ud560 \uc804\ub9dd(Statista \uae30\uc900).<\/li>\n<li>\uc81c\ud488\u00b7\uae30\uc220: \uc5d4\ube44\ub514\uc544 \ud50c\ub7ab\ud3fc\uc740 \uae30\uc874 \ub300\ube44 \ucd08\ub2f9 \ud1a0\ud070 \ucc98\ub9ac\ub7c9\uc744 5\ubc30\uac00\ub7c9 \ub192\uc774\ub294 \uad6c\uc870\ub85c \uc18c\uac1c\ub410\uace0, SSD \uae30\ubc18 \uc800\uc7a5\uc7a5\uce58\ub97c \ud65c\uc6a9\ud55c\ub2e4.<\/li>\n<li>\uacf5\uae09\u00b7\uac00\uaca9 \uc804\ub9dd: \uc0cc\ub514\uc2a4\ud06c CEO\ub294 \uc81c\ud488 \uc218\uc694\uac00 \uacf5\uae09\uc744 \ucd08\uacfc\ud558\ub294 \ud604\uc0c1\uc774 2026\ub144 \ub9d0 \uc774\ud6c4\uc5d0\ub3c4 \uc9c0\uc18d\ub420 \uac83\uc774\ub77c \ubc1d\ud614\uace0, CLSA\ub294 \ub0b8\ub4dc\ud50c\ub798\uc2dc \uac00\uaca9 \uc0c1\uc2b9\uc774 2027\ub144 \uc0c1\ubc18\uae30\uae4c\uc9c0 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \ubd84\uc11d\ud588\ub2e4.<\/li>\n<li>\uae30\uc5c5 \uc2e4\uc801: \uc0cc\ub514\uc2a4\ud06c(\uc7ac\uc0c1\uc7a5 \uc774\ud6c4) \uc8fc\uac00\ub294 2025\ub144 2\uc6d4 14\uc77c \uc7ac\uc0c1\uc7a5 \uc774\ud6c4 2026\ub144 1\uc6d4 13\uc77c\uae4c\uc9c0 \uc57d 963.6% \uc0c1\uc2b9\ud588\ub2e4.<\/li>\n<li>\uc7ac\ubb34 \uc9c0\ud45c: \uc0cc\ub514\uc2a4\ud06c\uc758 \ucd5c\uadfc \ubd84\uae30 \ub9e4\ucd9c\uc740 23\uc5b51000\ub9cc \ub2ec\ub7ec\ub85c \uc2dc\uc7a5 \uae30\ub300\uce58(21\uc5b55000\ub9cc \ub2ec\ub7ec)\ub97c \uc0c1\ud68c\ud588\uc73c\uba70, 4\ubd84\uae30 \uac00\uc774\ub358\uc2a4\ub294 25\uc5b55000\ub9cc~26\uc5b55000\ub9cc \ub2ec\ub7ec\ub85c \uc81c\uc2dc\ub410\ub2e4.<\/li>\n<li>\uad6d\ub0b4 \uc601\ud5a5: \uc0bc\uc131\uc804\uc790 \ub0b8\ub4dc \ub9e4\ucd9c\uc740 \ubd84\uae30\ubcc4\ub85c Q2 52\uc5b5 \ub2ec\ub7ec\u2192Q3 60\uc5b5 \ub2ec\ub7ec\u2192Q4 67\uc5b5 \ub2ec\ub7ec\ub85c \uc99d\uac00\ud588\uace0, SK\ud558\uc774\ub2c9\uc2a4\uc758 \ub0b8\ub4dc \uc601\uc5c5\uc774\uc775 \uc804\ub9dd\uce58\ub294 3\uc8705000\uc5b5 \uc6d0\uc5d0\uc11c 13\uc870 \uc6d0\uc73c\ub85c \ub300\ud3ed \uc0c1\ud5a5\ub410\ub2e4.<\/li>\n<\/ul>\n<h2>\uc0ac\uac74 \ubc30\uacbd<\/h2>\n<p>AI\uac00 \u2018\ud559\uc2b5(Training)\u2019 \ub2e8\uacc4\uc5d0\uc11c \u2018\ucd94\ub860(Inference)\u2019 \ub2e8\uacc4\ub85c \ubb34\uac8c\uc911\uc2ec\uc744 \uc62e\uae30\uba74\uc11c \uc2e4\uc2dc\uac04 \uc751\ub2f5 \uc131\ub2a5\uc5d0 \ud544\uc694\ud55c \uba54\ubaa8\ub9ac\u00b7\uc2a4\ud1a0\ub9ac\uc9c0 \uc694\uad6c\uac00 \uae09\uc99d\ud558\uace0 \uc788\ub2e4. \ud559\uc2b5 \ubaa8\ub378\uc740 \ub300\uaddc\ubaa8 \uc5f0\uc0b0\uc744 \uc704\ud574 HBM \ub4f1 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\ub97c \uc0ac\uc6a9\ud558\uc9c0\ub9cc, \ucd94\ub860 \uc2dc\uc5d0\ub294 \ub354 \ud070 \uc6a9\ub7c9\uc744 \uc800\ub834\ud558\uac8c \ubcf4\uad00\ud558\uba74\uc11c\ub3c4 \ube60\ub978 \uc811\uadfc\uc131\uc774 \ud544\uc694\ud55c \uc2a4\ud1a0\ub9ac\uc9c0\uac00 \uc911\uc694\ud574\uc84c\ub2e4. \uc774 \uacfc\uc815\uc5d0\uc11c SSD\uc640 \ub0b8\ub4dc\ud50c\ub798\uc2dc\uac00 \uc8fc\ubaa9\ubc1b\uac8c \ub41c \ubc30\uacbd\uc740 \uc6a9\ub7c9 \ub300\ube44 \uc18d\ub3c4\u00b7\ub0b4\uad6c\uc131\u00b7\uc804\ub825 \ud6a8\uc728 \uce21\uba74\uc5d0\uc11c HDD\ubcf4\ub2e4 \uc720\ub9ac\ud558\uae30 \ub54c\ubb38\uc774\ub2e4. \ub3d9\uc2dc\uc5d0 \uc804 \uc138\uacc4 \ub370\uc774\ud130 \uc0dd\uc131\ub7c9\uc758 \ud3ed\uc99d\uc740 \uc800\uc7a5 \ub9e4\uccb4\uc758 \ucd1d \uc218\uc694\ub97c \ub04c\uc5b4\uc62c\ub9ac\uace0, \ub0b8\ub4dc\ud50c\ub798\uc2dc \uacf5\uae09 \uc81c\uc57d\uc740 \uac00\uaca9 \uc778\uc0c1\uc73c\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4.<\/p>\n<p>\uc2a4\ud1a0\ub9ac\uc9c0 \uc0b0\uc5c5\uc740 \uacfc\uac70\uc5d0\ub3c4 \uc6a9\ub7c9 \ud655\ub300\uc640 \uac00\uaca9 \ubcc0\ub3d9\uc744 \ubc18\ubcf5\ud574 \uc654\ub2e4. HDD\uac00 \ub300\uc6a9\ub7c9 \uc800\ube44\uc6a9 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\ub358 \uc2dc\uae30\uc5d0\uc11c \ub0b8\ub4dc\ud50c\ub798\uc2dc \uae30\ubc18 SSD\uac00 \uc810\ucc28 \uc11c\ubc84\u00b7\ub370\uc774\ud130\uc13c\ud130 \uc601\uc5ed\uc73c\ub85c \uc9c4\uc785\ud574 \uc624\uba74\uc11c \uc5c5\uacc4 \uc7ac\ud3b8\uc774 \uc9c4\ud589\ub418\uace0 \uc788\ub2e4. 2016\ub144 \uc0cc\ub514\uc2a4\ud06c\uac00 \uc6e8\uc2a4\ud134\ub514\uc9c0\ud138(Western Digital)\uc5d0 \uc778\uc218\ub41c \ub4a4 2025\ub144 \uc7ac\ubd84\ub9ac\u00b7\uc7ac\uc0c1\uc7a5\ub41c \uc810\uc740 \uae30\uc5c5 \uac00\uce58 \uc7ac\ud3c9\uac00\uc758 \uacc4\uae30\uac00 \ub410\uace0, \ucd5c\uadfc AI \uc218\uc694 \ud655\ub300\uac00 \uc7ac\uc0c1\uc7a5 \uc774\ud6c4 \uc8fc\uac00 \uc0c1\uc2b9\uc744 \uac00\uc18d\ud55c \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud588\ub2e4.<\/p>\n<h2>\uc8fc\uc694 \uc0ac\uac74<\/h2>\n<p>2026\ub144 1\uc6d4 5\uc77c \uc5d4\ube44\ub514\uc544\ub294 \ucd94\ub860 \uc131\ub2a5\uc744 \ub192\uc774\uae30 \uc704\ud55c \u2018\ucd94\ub860 \ubb38\ub9e5 \uae30\uc5b5 \uc2a4\ud1a0\ub9ac\uc9c0 \ud50c\ub7ab\ud3fc\u2019\uc744 \uacf5\uac1c\ud558\uba70 \uc2a4\ud1a0\ub9ac\uc9c0\uc758 \uc804\ub7b5\uc801 \uc911\uc694\uc131\uc744 \uac15\uc870\ud588\ub2e4. \uc820\uc2a8 \ud669\uc740 \ud50c\ub7ab\ud3fc \ubc1c\ud45c\uc5d0\uc11c \uc2a4\ud1a0\ub9ac\uc9c0\uac00 \uc55e\uc73c\ub85c AI \uc791\uc5c5 \uba54\ubaa8\ub9ac\ub97c \uc800\uc7a5\ud558\ub294 \ucd5c\ub300 \uc2dc\uc7a5\uc774 \ub420 \uac83\uc774\ub77c\uace0 \ubc1c\uc5b8\ud588\uace0, \uc774 \ubc1c\uc5b8\uc740 \ud22c\uc790\uc790\ub4e4\uc758 \uae30\ub300\uc2ec\ub9ac\ub97c \uc790\uadf9\ud588\ub2e4. \ubc1c\ud45c \uc9c1\ud6c4 \ubbf8\uad6d \uc99d\uc2dc\uc5d0\uc11c \uc2a4\ud1a0\ub9ac\uc9c0 \uad00\ub828 \uc885\ubaa9\uc758 \uae09\ub4f1\uc774 \ub098\uc654\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ubc18\uc751\uc740 \uc989\uac01\uc801\uc774\uc5c8\ub2e4. \uc0cc\ub514\uc2a4\ud06c\ub294 SSD \uc911\uc2ec\uc758 \uc81c\ud488 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uac16\ucd94\uace0 \uc788\uc5b4 \ud22c\uc790\uc790\ub4e4\uc758 \uc218\ud61c \uae30\ub300\uac00 \ucef8\uace0, \ub2e4\uc74c \uac70\ub798\uc77c \uc885\uac00\uc5d0\uc11c 27.56% \uc0c1\uc2b9\ud588\ub2e4. \uc6e8\uc2a4\ud134\ub514\uc9c0\ud138\uacfc \uc2dc\uac8c\uc774\ud2b8\ub3c4 \uac01\uac01 16.77%, 14% \uc0c1\uc2b9\ud574 \uc139\ud130 \uc804\ubc18\uc5d0 \uac78\uce5c \ub7a0\ub9ac\uac00 \uc774\uc5b4\uc84c\ub2e4. \uc5c5\uacc4 \uad00\uacc4\uc790\ub4e4\uc740 \uc5d4\ube44\ub514\uc544\uac00 \uc81c\uc2dc\ud55c \ud50c\ub7ab\ud3fc \uc0ac\uc591\uc774 \uae30\uc874 \uc2a4\ud1a0\ub9ac\uc9c0 \ub300\ube44 \ud1a0\ud070 \ucc98\ub9ac\ub7c9\uc744 \ud06c\uac8c \ub04c\uc5b4\uc62c\ub9b4 \uc218 \uc788\ub2e4\uace0 \ud3c9\uac00\ud558\uba74\uc11c SSD \uc218\uc694 \uae09\uc99d\uc744 \uc804\ub9dd\ud588\ub2e4.<\/p>\n<p>\uae30\uc5c5 \uc2e4\uc801 \uce21\uba74\uc5d0\uc11c\ub3c4 \ub0b8\ub4dc \uac00\uaca9 \uc0c1\uc2b9\uacfc \ucd9c\ud558\ub7c9 \ud655\ub300\uac00 \ub9de\ubb3c\ub9ac\uba70 \uc2e4\uc801 \uac1c\uc120 \uc2e0\ud638\uac00 \ub098\uc654\ub2e4. \uc0cc\ub514\uc2a4\ud06c\uc758 \ucd5c\uadfc \ubd84\uae30 \ub9e4\ucd9c(23\uc5b51000\ub9cc \ub2ec\ub7ec)\uc740 \ucee8\uc13c\uc11c\uc2a4\ub97c \uc6c3\ub3cc\uc558\uace0, \ud68c\uc0ac\ub294 \ubd84\uae30 \uac00\uc774\ub358\uc2a4\ub97c \uc0c1\ud5a5 \uc81c\uc2dc\ud588\ub2e4. \ubd84\uc11d\uac00 \ubcf4\uace0\uc11c\uc640 \ud22c\uc790\uc740\ud589\ub4e4\uc740 \ub0b8\ub4dc\ud50c\ub798\uc2dc \uacf5\uae09 \ubd80\uc871\uacfc \uac00\uaca9 \uc0c1\uc2b9\uc774 \uc5f0\ub9d0\uae4c\uc9c0 \uc9c0\uc18d\ub420 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\uace0 \uc9c4\ub2e8\ud558\uace0 \uc788\ub2e4.<\/p>\n<h2>\ubd84\uc11d \ubc0f \uc758\ubbf8<\/h2>\n<p>\uccab\uc9f8, AI \ucd94\ub860 \uc218\uc694\uc758 \ud655\ub300\ub294 \uc2a4\ud1a0\ub9ac\uc9c0\uc758 &#8216;\uc591\uc801&#8217; \uc2dc\uc7a5 \ud655\ub300\ubfd0 \uc544\ub2c8\ub77c &#8216;\uc9c8\uc801&#8217; \ubcc0\ud654\ub97c \ucd09\uc9c4\ud55c\ub2e4. \ub300\uaddc\ubaa8 \ubaa8\ub378\uc774 \uc0ac\uc6a9\uc790 \uc9c8\uc758\uc5d0 \ube60\ub974\uac8c \uc751\ub2f5\ud558\ub824\uba74 \ub2e8\uc21c \uc800\uc7a5 \uc6a9\ub7c9\ubfd0 \uc544\ub2c8\ub77c \uc811\uadfc \uc18d\ub3c4\u00b7\ubcd1\ub82c \ucc98\ub9ac\u00b7\ub0b4\uad6c\uc131 \ub4f1\uc774 \ud575\uc2ec \uacbd\uc7c1 \uc694\uc18c\uac00 \ub41c\ub2e4. SSD\ub294 \uc804\ub825 \ud6a8\uc728\uc131\uacfc \uc785\ucd9c\ub825 \uc131\ub2a5 \uce21\uba74\uc5d0\uc11c \uc774\uc810\uc744 \uc81c\uacf5\ud574 \ub370\uc774\ud130\uc13c\ud130\uc640 \uc5e3\uc9c0(Edge) \ud658\uacbd\uc5d0\uc11c \ubaa8\ub450 \ucc44\ud0dd\uc774 \uc99d\uac00\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n<p>\ub458\uc9f8, \ub0b8\ub4dc\ud50c\ub798\uc2dc \uacf5\uae09 \ubd80\uc871\uacfc \uac00\uaca9 \uc0c1\uc2b9\uc740 \uc7a5\uae30\uc801\uc73c\ub85c \uc7a5\ube44\u00b7\uc11c\ube44\uc2a4 \uac00\uaca9 \uad6c\uc870\ub97c \ubc14\uafc0 \uc218 \uc788\ub2e4. \ub0b8\ub4dc \uac00\uaca9\uc774 \uc624\ub974\uba74 \uc11c\ubc84\u00b7\uc2a4\ud1a0\ub9ac\uc9c0 \uad6c\ucd95 \ube44\uc6a9\uc774 \uc0c1\uc2b9\ud558\uace0, \uc774\ub294 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc790\uc758 \ube44\uc6a9 \uc804\uac00 \ub610\ub294 \uad6c\uc870\uc870\uc815\uc744 \uc57c\uae30\ud560 \uc218 \uc788\ub2e4. \ubc18\ub300\ub85c \ub0b8\ub4dc \uc81c\uc870\uc0ac\uc5d0\uac8c\ub294 \ub9e4\ucd9c\u00b7\uc774\uc775 \uac1c\uc120\uc758 \uae30\ud68c\uac00 \ub418\uba70, \ubc18\ub3c4\uccb4 \ud22c\uc790 \ud655\ub300\ub97c \uc720\ub3c4\ud560 \uc5ec\uc9c0\ub3c4 \ud06c\ub2e4.<\/p>\n<p>\uc14b\uc9f8, \uae08\uc735\uc2dc\uc7a5 \uad00\uc810\uc5d0\uc11c\ub294 \uae30\ub300\uc2ec\ub9ac\uac00 \uc2e4\uc801\uacfc \uba40\uc5b4\uc9c8 \uacbd\uc6b0 \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4. \uc0cc\ub514\uc2a4\ud06c\uc758 \uae09\ub4f1\uc740 \uae30\uc220\uc801 \ud638\uc7ac\uc640 \uc218\uae09 \uc7ac\ud3c9\uac00\uac00 \uacb0\ud569\ub41c \uacb0\uacfc\uc9c0\ub9cc, \uc2e4\uc81c \uacf5\uae09 \ub300\uc751 \uc18d\ub3c4\uc640 \ub0b8\ub4dc \uac00\uaca9\uc758 \ud5a5\ubc29\uc774 \ud5a5\ud6c4 \ubc38\ub958\uc5d0\uc774\uc158\uc744 \uacb0\uc815\ud560 \uac83\uc774\ub2e4. \ub530\ub77c\uc11c \ud22c\uc790\uc790\ub4e4\uc740 \uc218\uc694 \uc131\uc7a5\uc758 \uc9c0\uc18d\uc131, \uacf5\uae09 \uc99d\uc124 \uacc4\ud68d, \uc81c\uc870\uc0ac\ubcc4 \uae30\uc220 \uc6b0\uc704(\ub0b8\ub4dc \uacf5\uc815\u00b7\uc218\uc728 \ub4f1)\ub97c \uba74\ubc00\ud788 \uc810\uac80\ud574\uc57c \ud55c\ub2e4.<\/p>\n<h2>\ube44\uad50 \ubc0f \ub370\uc774\ud130<\/h2>\n<figure>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\ud45c<\/th>\n<th>\uc218\uce58\u00b7\uae30\uac04<\/th>\n<th>\ube44\uace0<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\uae00\ub85c\ubc8c \ub370\uc774\ud130 \uc0dd\uc131\ub7c9<\/td>\n<td>2024\ub144 149ZB \u2192 2026\ub144 221ZB(\uc608\uce21)<\/td>\n<td>Statista \uc804\ub9dd<\/td>\n<\/tr>\n<tr>\n<td>\uc8fc\uac00 \ubcc0\ub3d9(\ubc1c\uc5b8 \ub2e4\uc74c \uac70\ub798\uc77c)<\/td>\n<td>\uc0cc\ub514\uc2a4\ud06c +27.56%, \uc6e8\uc2a4\ud134\ub514\uc9c0\ud138 +16.77%, \uc2dc\uac8c\uc774\ud2b8 +14%<\/td>\n<td>\ubbf8\uad6d \uc99d\uc2dc<\/td>\n<\/tr>\n<tr>\n<td>\uc0cc\ub514\uc2a4\ud06c \ubd84\uae30 \ub9e4\ucd9c(\ucd5c\uadfc)<\/td>\n<td>23.11\uc5b5 \ub2ec\ub7ec(3\ubd84\uae30)<\/td>\n<td>\uc2dc\uc7a5 \uae30\ub300\uce58 21.5\uc5b5 \ub2ec\ub7ec \ub300\ube44 \uc0c1\ud68c<\/td>\n<\/tr>\n<tr>\n<td>\uc0bc\uc131\uc804\uc790 \ub0b8\ub4dc \ub9e4\ucd9c<\/td>\n<td>Q2 52\uc5b5 \u2192 Q3 60\uc5b5 \u2192 Q4 67\uc5b5 \ub2ec\ub7ec<\/td>\n<td>\ubd84\uae30\ubcc4 \uc99d\uac00 \ud750\ub984<\/td>\n<\/tr>\n<tr>\n<td>SK\ud558\uc774\ub2c9\uc2a4 \ub0b8\ub4dc \uc601\uc5c5\uc774\uc775 \uc804\ub9dd<\/td>\n<td>\uae30\uc874 3.5\uc870 \u2192 \uc0c1\ud5a5 13\uc870 \uc6d0<\/td>\n<td>\ubcf4\uace0\uc11c \uae30\ubc18 \uc0c1\ud5a5\uce58<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\uc704 \ud45c\ub294 \ubc1c\ud45c\u00b7\ubcf4\uace0\uc11c\ub97c \uc885\ud569\ud55c \ud575\uc2ec \uc218\uce58\ub4e4\ub85c, \ub370\uc774\ud130 \uc0dd\uc131\ub7c9 \uc99d\uac00\uc640 \uc2a4\ud1a0\ub9ac\uc9c0 \uc218\uc694 \ud655\ub300\uac00 \ub9e4\ucd9c\u00b7\uac00\uaca9 \uc9c0\ud45c\uc5d0 \uc5b4\ub5bb\uac8c \ubc18\uc601\ub418\ub294\uc9c0 \ubcf4\uc5ec\uc900\ub2e4. \ud2b9\ud788 \ub0b8\ub4dc \uad00\ub828 \ub9e4\ucd9c\uacfc \uc601\uc5c5\uc774\uc775 \uc0c1\ud5a5\uc740 \uc5c5\uacc4 \uc804\ubc18\uc758 \uc218\uc775\uc131 \uac1c\uc120 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n<h2>\ubc18\uc751 \ubc0f \uc778\uc6a9<\/h2>\n<p>\uc5d4\ube44\ub514\uc544\uc758 \ud50c\ub7ab\ud3fc \ubc1c\ud45c\ub294 \uae30\uc220\uc801 \ubc29\ud5a5\uc131\uc744 \uc81c\uc2dc\ud588\ub2e4. \ud68c\uc0ac \uce21\uc740 \uc2a4\ud1a0\ub9ac\uc9c0\ub97c \ud1b5\ud574 \ucd94\ub860 \uc131\ub2a5\uc744 \ud06c\uac8c \ub04c\uc5b4\uc62c\ub9b4 \uc218 \uc788\ub2e4\uace0 \uc124\uba85\ud588\ub2e4.<\/p>\n<blockquote>\n<p>\uc2a4\ud1a0\ub9ac\uc9c0\ub294 \uc55e\uc73c\ub85c \uc138\uacc4 \ucd5c\ub300\uc758 AI \uc791\uc5c5 \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p><cite>\uc820\uc2a8 \ud669, \uc5d4\ube44\ub514\uc544 CEO<\/cite><\/p><\/blockquote>\n<p>\uc0cc\ub514\uc2a4\ud06c \uacbd\uc601\uc9c4\uc740 \uc218\uc694\u00b7\uacf5\uae09 \ubd88\uade0\ud615\uc774 \ub2f9\ubd84\uac04 \uc9c0\uc18d\ub420 \uac83\uc73c\ub85c \ubcf4\uba70 \uc0dd\uc0b0\u00b7\ucd9c\ud558 \uc804\ub7b5\uc744 \uc870\uc815 \uc911\uc774\ub2e4.<\/p>\n<blockquote>\n<p>\uc81c\ud488 \uc218\uc694\uac00 \uacf5\uae09\uc744 \ub6f0\uc5b4\ub118\ub294 \ucd94\uc138\ub294 2026\ub144 \ub9d0 \uc774\ud6c4\uc5d0\ub3c4 \uc9c0\uc18d\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p><cite>\ub370\uc774\ube44\ub4dc \uac8c\ud074\ub7ec, \uc0cc\ub514\uc2a4\ud06c CEO(\uc2e4\uc801 \ubc1c\ud45c \ucf58\ud37c\ub7f0\uc2a4)<\/cite><\/p><\/blockquote>\n<p>\ud22c\uc790\uc740\ud589\uc740 \ub0b8\ub4dc \uac00\uaca9 \uc804\ub9dd\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uc911\uae30 \ubc29\ud5a5\uc744 \uc81c\uc2dc\ud588\ub2e4.<\/p>\n<blockquote>\n<p>\ub0b8\ub4dc\ud50c\ub798\uc2dc \uac00\uaca9 \uc0c1\uc2b9\uc740 2027\ub144 \uc0c1\ubc18\uae30\uae4c\uc9c0 \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud07d\ub2c8\ub2e4.<\/p>\n<p><cite>CLSA(\ud64d\ucf69\uacc4 \ud22c\uc790\uc740\ud589 \ubd84\uc11d)<\/cite><\/p><\/blockquote>\n<h2>\n<aside>\n<details>\n<summary>\uc6a9\uc5b4\/\ubc29\ubc95\ub860<\/summary>\n<p>\ud1a0\ud070: AI \ubaa8\ub378\uc774 \ud14d\uc2a4\ud2b8\ub97c \ucc98\ub9ac\ud558\ub294 \ub2e8\uc704\ub85c, \ud55c \ub2e8\uc5b4 \uc804\uccb4 \ub610\ub294 \ub2e8\uc5b4\uc758 \uc77c\ubd80\ub97c \ud3ec\ud568\ud560 \uc218 \uc788\ub2e4. HBM(\uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac): GPU\uc5d0 \ube60\ub974\uac8c \ub370\uc774\ud130\ub97c \uacf5\uae09\ud558\uae30 \uc704\ud574 D\ub7a8\uc744 \uc801\uce35\ud55c \uba54\ubaa8\ub9ac \uae30\uc220\uc774\ub2e4. SSD(\uc194\ub9ac\ub4dc\uc2a4\ud14c\uc774\ud2b8\ub4dc\ub77c\uc774\ube0c): \ub0b8\ub4dc\ud50c\ub798\uc2dc\ub97c \uae30\ubc18\uc73c\ub85c \ud558\uc5ec HDD\ubcf4\ub2e4 \ube60\ub978 \uc785\ucd9c\ub825\uacfc \ub0ae\uc740 \uc804\ub825 \uc18c\ubaa8\ub97c \uc81c\uacf5\ud55c\ub2e4. \ub0b8\ub4dc\ud50c\ub798\uc2dc: SSD\uc758 \ud575\uc2ec \uba54\ubaa8\ub9ac \uc18c\uc790\ub85c, \uacf5\uae09\u00b7\uac00\uaca9 \ubcc0\ub3d9\uc774 \uc2a4\ud1a0\ub9ac\uc9c0 \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \uc9c1\uc811\uc801 \uc601\ud5a5\uc744 \ubbf8\uce5c\ub2e4. \ubcf8 \uae30\uc0ac\uc5d0\uc11c \uc0ac\uc6a9\ud55c \ub370\uc774\ud130\ub294 \uae30\uc5c5 \uc2e4\uc801 \ubc1c\ud45c, \uc2dc\uc7a5\uc870\uc0ac\uae30\uad00 \uc804\ub9dd, \ud22c\uc790\uc740\ud589 \ubcf4\uace0\uc11c \ub4f1\uc744 \uad50\ucc28 \ud655\uc778\ud574 \uc694\uc57d\ud588\ub2e4.<\/p>\n<\/details>\n<\/aside>\n<\/h2>\n<h2>\ubd88\ud655\uc2e4\ud55c \ubd80\ubd84<\/h2>\n<ul>\n<li>\uc5d4\ube44\ub514\uc544 \ud50c\ub7ab\ud3fc\uc774 \uc2e4\uc81c \uc6b4\uc601 \ud658\uacbd\uc5d0\uc11c \u2018\uae30\ub300\ub41c \uc218\uc900\uc758 \ud1a0\ud070 \ucc98\ub9ac\ub7c9 \ud5a5\uc0c1(5\ubc30)\u2019\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \ubcf4\uc7a5\ud560\uc9c0\ub294 \ucd94\uac00 \uac80\uc99d\uc774 \ud544\uc694\ud558\ub2e4.<\/li>\n<li>\ub0b8\ub4dc\ud50c\ub798\uc2dc \uac00\uaca9 \uc0c1\uc2b9\uc758 \uc815\ud655\ud55c \uc9c0\uc18d \uae30\uac04(\uc2dc\uc810\ubcc4 \uc0c1\u00b7\ud558\ud55c)\uacfc \uacf5\uae09 \ub2a5\ub825 \uac1c\uc120 \uc2dc\uc810\uc740 \uc81c\uc870\uc0ac \ud22c\uc790\u00b7\uc99d\uc124 \uc18d\ub3c4\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c8 \uc218 \uc788\ub2e4.<\/li>\n<li>\uc0cc\ub514\uc2a4\ud06c \uc8fc\uac00\uc758 \ub2e8\uae30 \uae09\ub4f1\uc774 \uc2e4\uc801 \uae30\ubc18\uc758 \ubcf8\uc9c8\uc801 \uc0c1\uc2b9\uc778\uc9c0, \ud639\uc740 \uae30\uc220 \uc139\ud130 \uc804\ubc18\uc758 \ub2e8\uae30\uc801 \uacfc\uc5f4\uc778\uc9c0 \uc5ec\ubd80\ub294 \ucd94\uac00 \ubd84\uae30 \uc2e4\uc801\uacfc \uc218\uae09 \ubcc0\ud654\ub97c \ud1b5\ud574 \ud655\uc778\ud574\uc57c \ud55c\ub2e4.<\/li>\n<\/ul>\n<h2>\ucd1d\ud3c9<\/h2>\n<p>\uc5d4\ube44\ub514\uc544\uc758 \ud50c\ub7ab\ud3fc \ubc1c\ud45c\ub294 AI \uc778\ud504\ub77c\uc5d0\uc11c \uc2a4\ud1a0\ub9ac\uc9c0\uc758 \uc804\ub7b5\uc801 \uc911\uc694\uc131\uc744 \uc7ac\ubd80\uac01\uc2dc\ucf30\ub2e4. SSD\uc640 \ub0b8\ub4dc\ud50c\ub798\uc2dc \uc911\uc2ec\uc758 \uc218\uc694 \uc99d\uac00\ub294 \uad00\ub828 \uc81c\uc870\uc0ac\uc758 \uc2e4\uc801 \uac1c\uc120\uc73c\ub85c \uc9c1\uacb0\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\uba70, \uc774\ubbf8 \uc77c\ubd80 \uae30\uc5c5\uc758 \ubd84\uae30 \uc2e4\uc801\uacfc \uc601\uc5c5\uc774\uc775 \uc804\ub9dd\uce58 \uc0c1\ud5a5\uc73c\ub85c \ubc18\uc601\ub418\uace0 \uc788\ub2e4. \ub2e4\ub9cc \uacf5\uae09 \uce21\uc758 \uc99d\uc124 \uc18d\ub3c4, \ub0b8\ub4dc \uac00\uaca9\uc758 \ubcc0\ub3d9\uc131, \ud50c\ub7ab\ud3fc\uc758 \uc2e4\uc81c \uc131\ub2a5 \uac80\uc99d \uc5ec\ubd80\uc5d0 \ub530\ub77c \uc2dc\uc7a5 \uae30\ub300\uac00 \uc870\uc815\ub420 \uc218 \uc788\ub2e4.<\/p>\n<p>\ub3c5\uc790\ub294 \ud5a5\ud6c4 \ubd84\uae30\ubcc4 \ucd9c\ud558\ub7c9\u00b7\uac00\uaca9(\ub0b8\ub4dc), \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790 \uacc4\ud68d, \uc8fc\uc694 \uae30\uc5c5\uc758 CAPEX(\uc124\ube44\ud22c\uc790) \ubc1c\ud45c\ub97c \uc8fc\uc2dc\ud574\uc57c \ud55c\ub2e4. \ud22c\uc790 \uad00\uc810\uc5d0\uc11c\ub294 \ub2e8\uae30 \ubaa8\uba58\ud140\uacfc \uc911\uc7a5\uae30 \uc218\uc694 \uad6c\uc870\ub97c \ubd84\ub9ac\ud574 \ub9ac\uc2a4\ud06c\ub97c \uad00\ub9ac\ud558\ub294 \uc811\uadfc\uc774 \uc694\uad6c\ub41c\ub2e4.<\/p>\n<h2>\ucd9c\ucc98<\/h2>\n<ul>\n<li><a href=\"https:\/\/weekly.donga.com\/economy\/article\/all\/11\/6065401\/1\" target=\"_blank\" rel=\"noopener\">\ub9e4\uac70\uc9c4\ub3d9\uc544(\uc5b8\ub860)<\/a> \u2014 \uc6d0\ubb38 \uae30\uc0ac \ubc0f \ubcf4\ub3c4 \uc885\ud569<\/li>\n<li><a href=\"https:\/\/www.statista.com\/\" target=\"_blank\" rel=\"noopener\">Statista(\uc2dc\uc7a5\uc870\uc0ac\uae30\uad00)<\/a> \u2014 \uae00\ub85c\ubc8c \ub370\uc774\ud130 \uc0dd\uc131\ub7c9 \uc804\ub9dd<\/li>\n<li><a href=\"https:\/\/www.nvidia.com\/\" target=\"_blank\" rel=\"noopener\">NVIDIA(\uacf5\uc2dd \ubc1c\ud45c)<\/a> \u2014 \uc81c\ud488\u00b7\ud50c\ub7ab\ud3fc \uacf5\uac1c \uad00\ub828 \ubcf4\ub3c4\uc790\ub8cc\u00b7\ud589\uc0ac \uc790\ub8cc<\/li>\n<li><a href=\"https:\/\/www.clsa.com\/\" target=\"_blank\" rel=\"noopener\">CLSA(\ud22c\uc790\uc740\ud589)<\/a> \u2014 \ub0b8\ub4dc \uac00\uaca9 \uc804\ub9dd \ubd84\uc11d<\/li>\n<\/ul>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>\ud575\uc2ec \uc694\uc57d \uc5d4\ube44\ub514\uc544 \uc820\uc2a8 \ud669 CEO\uac00 1\uc6d4 5\uc77c \ubc1c\ud45c\ud55c \u2018\ucd94\ub860 \ubb38\ub9e5 \uae30\uc5b5 \uc2a4\ud1a0\ub9ac\uc9c0 \ud50c\ub7ab\ud3fc\u2019\uc740 AI \ucd94\ub860 \uc2dc\ub300\uc5d0 \uc2a4\ud1a0\ub9ac\uc9c0\uac00 \ud575\uc2ec \uc778\ud504\ub77c\uac00 \ub420 \uac83\uc774\ub77c\uace0 \uc120\uc5b8\ud588\ub2e4. \ubc1c\ud45c \uc9c1\ud6c4(\ub2e4\uc74c \uac70\ub798\uc77c) \uc0cc\ub514\uc2a4\ud06c \uc8fc\uac00\ub294 27.56% \uae09\ub4f1\ud588\uace0, \uc6e8\uc2a4\ud134\ub514\uc9c0\ud138\uacfc \uc2dc\uac8c\uc774\ud2b8\ub3c4 \uac01\uac01 16.77%, 14% \uc0c1\uc2b9\ud588\ub2e4. \uc804 \uc138\uacc4 \ub370\uc774\ud130 \uc0dd\uc131\ub7c9\uc740 2024\ub144 \uc57d 149ZB\uc5d0\uc11c 2026\ub144 221ZB\ub97c \ub118\uae38 \uac83\uc73c\ub85c \uc608\uce21\ub418\uba70, SSD\ub97c \uad6c\uc131\ud558\ub294 \ub0b8\ub4dc\ud50c\ub798\uc2dc \uc218\uc694\uc640 \uac00\uaca9 \uae09\ub4f1\uc774 \uc608\uc0c1\ub41c\ub2e4. &#8230; <a title=\"\u201c\uc774\uc81c \uc2a4\ud1a0\ub9ac\uc9c0 \ucc28\ub840\u201d\u2026 AI \ucd94\ub860 \uc8fc\ub3c4\ud558\ub294 \uc0cc\ub514\uc2a4\ud06c\" class=\"read-more\" href=\"https:\/\/readtrends.com\/ko\/sandisk-ai-storage\/\" aria-label=\"\u201c\uc774\uc81c \uc2a4\ud1a0\ub9ac\uc9c0 \ucc28\ub840\u201d\u2026 AI \ucd94\ub860 \uc8fc\ub3c4\ud558\ub294 \uc0cc\ub514\uc2a4\ud06c\uc5d0 \ub300\ud574 \ub354 \uc790\uc138\ud788 \uc54c\uc544\ubcf4\uc138\uc694\">\ub354 \uc77d\uae30<\/a><\/p>\n","protected":false},"author":1,"featured_media":6997,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_title":"\u201c\uc774\uc81c \uc2a4\ud1a0\ub9ac\uc9c0 \ucc28\ub840\u201d\u2026 AI \ucd94\ub860 \uc8fc\ub3c4\ud558\ub294 \uc0cc\ub514\uc2a4\ud06c | \ud14c\ud06c \uc778\uc0ac\uc774\ud2b8","rank_math_description":"\uc5d4\ube44\ub514\uc544\uc758 \ud50c\ub7ab\ud3fc \ubc1c\ud45c \uc774\ud6c4 \uc0cc\ub514\uc2a4\ud06c \uc8fc\uac00\uac00 \uae09\ub4f1\ud558\uace0 \ub0b8\ub4dc\ud50c\ub798\uc2dc \uc218\uc694\u00b7\uac00\uaca9\uc774 \uc0c1\uc2b9\ud558\uace0 \uc788\ub2e4. AI \ucd94\ub860 \uc2dc\ub300\uac00 \uc2a4\ud1a0\ub9ac\uc9c0 \uc2dc\uc7a5\uc744 \uc5b4\ub5bb\uac8c \ubc14\uafb8\ub294\uc9c0 \ubd84\uc11d\ud569\ub2c8\ub2e4.","rank_math_focus_keyword":"\uc0cc\ub514\uc2a4\ud06c,SSD,\ub0b8\ub4dc\ud50c\ub798\uc2dc,AI\ucd94\ub860,\uc2a4\ud1a0\ub9ac\uc9c0","footnotes":""},"categories":[2],"tags":[],"class_list":["post-7003","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\/7003","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=7003"}],"version-history":[{"count":0,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/7003\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media\/6997"}],"wp:attachment":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media?parent=7003"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/categories?post=7003"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/tags?post=7003"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}