{"id":8157,"date":"2026-02-08T20:05:24","date_gmt":"2026-02-08T11:05:24","guid":{"rendered":"https:\/\/readtrends.com\/ko\/china-hbm3-gap-narrowed\/"},"modified":"2026-02-08T20:05:24","modified_gmt":"2026-02-08T11:05:24","slug":"china-hbm3-gap-narrowed","status":"publish","type":"post","link":"https:\/\/readtrends.com\/ko\/china-hbm3-gap-narrowed\/","title":{"rendered":"\uace7 \uc911\uad6d\uc0b0 HBM3 \uc591\uc0b0\u2026\ud55c\uc911\uaca9\ucc28 4\ub144\uc11c 3\ub144\uc73c\ub85c \uc881\ud600\uc84c\ub2e4 &#8211; \ub9e4\uc77c\uacbd\uc81c"},"content":{"rendered":"<article>\n<h2>\ud575\uc2ec \uc694\uc57d<\/h2>\n<p>\uc911\uad6d 1\uc704 D\ub7a8\uc5c5\uccb4 \ucc3d\uc2e0\uba54\ubaa8\ub9ac(CXMT)\uac00 2026\ub144 HBM3 \ub300\uaddc\ubaa8 \uc591\uc0b0\uc744 \uc2dc\uc791\ud558\uba74\uc11c \ud55c\u00b7\uc911 HBM \uae30\uc220 \uaca9\ucc28\uac00 \uae30\uc874 4\ub144\uc5d0\uc11c 3\ub144\uc73c\ub85c \uc904\uc5b4\ub4e4\uc5c8\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc774\ub2ec \uc911 HBM4\ub97c \uc138\uacc4 \ucd5c\ucd08\ub85c \uc5d4\ube44\ub514\uc544\uc5d0 \ucd9c\ud558\ud560 \uc608\uc815\uc774\uba70, SK\ud558\uc774\ub2c9\uc2a4\ub3c4 1\ubd84\uae30 \ub0b4 \uc591\uc0b0 \uacf5\uae09\uc5d0 \ub4e4\uc5b4\uac08 \uacc4\ud68d\uc774\ub2e4. \uba54\ubaa8\ub9ac \uacf5\uae09 \ubd80\uc871\uc744 \uacaa\ub294 \uae00\ub85c\ubc8c PC\u00b7\uc11c\ubc84 \uc5c5\uccb4\ub4e4\uc740 \uc911\uad6d\uc0b0 D\ub7a8 \ucc44\ud0dd\uc744 \uac80\ud1a0\ud558\uace0 \uc788\uc5b4 \uc0b0\uc5c5\u00b7\uacf5\uae09\ub9dd \ub9ac\uc2a4\ud06c\uac00 \ud655\ub300\ub420 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/p>\n<h2>\ud575\uc2ec \uc0ac\uc2e4<\/h2>\n<ul>\n<li>\ucc3d\uc2e0\uba54\ubaa8\ub9ac(CXMT)\ub294 \uc6d4\uac04 \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub2a5\ub825\uc744 30\ub9cc\uc7a5(300,000\uc7a5)\uc73c\ub85c \ud655\uc7a5\ud560 \uacc4\ud68d\uc774\uba70, \uc774 \uac00\uc6b4\ub370 \uc57d 20%(\uc57d 6\ub9cc\uc7a5)\ub97c HBM3 \uc0dd\uc0b0\uc5d0 \ud22c\uc785\ud55c\ub2e4.<\/li>\n<li>\ud55c\uad6d \uae30\uc5c5\ub4e4\uc740 2023\ub144 HBM3 \uacc4\uc5f4 \uc591\uc0b0\uc744 \uc2dc\uc791\ud588\uc73c\uba70, \uc774\ubc88 \uc6c0\uc9c1\uc784\uc73c\ub85c \ud55c\u00b7\uc911 \uac04 HBM \uc138\ub300\ubcc4 \uaca9\ucc28\uac00 4\ub144\uc5d0\uc11c 3\ub144\uc73c\ub85c \uc881\ud600\uc84c\ub2e4.<\/li>\n<li>\uc0bc\uc131\uc804\uc790\ub294 \uc5d4\ube44\ub514\uc544 \uc6a9 HBM4\ub97c \uc138\uacc4 \ucd5c\ucd08\ub85c \uc591\uc0b0\ud574 \ucd9c\ud558\ud560 \uc608\uc815\uc774\uba70, \ud488\uc9c8 \ud14c\uc2a4\ud2b8\ub97c \ud1b5\uacfc\ud574 \uad6c\ub9e4\uc8fc\ubb38(PO)\uc744 \ud655\ubcf4\ud588\uace0 \uc591\uc0b0 \ucd9c\ud558 \uc2dc\uae30\ub294 \uc774\ub2ec \uc14b\uc9f8\uc8fc \ub610\ub294 \uc774\ub2ec \ub9d0\ub85c \uc54c\ub824\uc84c\ub2e4.<\/li>\n<li>SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc5d4\ube44\ub514\uc544\uc5d0 \uc720\uc0c1 \uc0d8\ud50c\uc744 \uacf5\uae09 \uc911\uc774\uba70 1\ubd84\uae30 \ub0b4 \uc591\uc0b0 \uacf5\uae09\uc744 \uc2dc\uc791\ud560 \uacc4\ud68d\uc774\ub2e4.<\/li>\n<li>\uc5c5\uacc4 \ucd94\uc815\uc73c\ub85c \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc758 HBM\uc6a9 D\ub7a8 \uc6e8\uc774\ud37c \ud22c\uc785\ub7c9\uc740 \uac01\uac01 \uc57d 15\ub9cc\uc7a5 \ub0b4\uc678\ub85c \ud30c\uc545\ub41c\ub2e4.<\/li>\n<li>HP\u00b7\ub378\u00b7\uc5d0\uc774\uc11c\u00b7\uc5d0\uc774\uc218\uc2a4 \ub4f1 \uc8fc\uc694 PC \uc81c\uc870\uc0ac\ub4e4\uc774 \uacf5\uae09\ub09c\uc744 \uc774\uc720\ub85c CXMT \ub4f1 \uc911\uad6d\uc0b0 D\ub7a8 \uc0ac\uc6a9\uc744 \uac80\ud1a0\ud558\uace0 \uc788\ub294 \uac83\uc73c\ub85c \ubcf4\ub3c4\ub418\uc5c8\ub2e4.<\/li>\n<li>HBM\uc740 AI \uac00\uc18d\uae30 \uc131\ub2a5\uacfc \uc804\ub825 \ud6a8\uc728\uc5d0 \uc9c1\uacb0\ub418\ub294 \ud575\uc2ec \ubd80\ud488\uc73c\ub85c, \ub0b8\ub4dc(\uae30\uc220 \uaca9\ucc28 \uc57d 1\ub144)\u00b7D\ub7a8(\uc57d 2\ub144)\ubcf4\ub2e4 \uc911\uad6d\uacfc\uc758 \uaca9\ucc28\uac00 \uc0c1\ub300\uc801\uc73c\ub85c \ucef8\ub2e4.<\/li>\n<\/ul>\n<h2>\uc0ac\uac74 \ubc30\uacbd<\/h2>\n<p>\uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\ub294 AI \ud559\uc2b5\u00b7\ucd94\ub860\uc6a9 \uac00\uc18d\uae30\uc5d0\uc11c \ub300\uc5ed\ud3ed\uacfc \uc804\ub825 \ud6a8\uc728\uc744 \ub3d9\uc2dc\uc5d0 \ud655\ubcf4\ud558\ub294 \ud544\uc218 \ubd80\ud488\uc774\ub2e4. \uc11c\ubc84\uc6a9 \uba54\ubaa8\ub9ac \uc218\uc694\uac00 AI \ud655\uc0b0\uc73c\ub85c \ud3ed\ubc1c\uc801\uc73c\ub85c \ub298\uc5b4\ub098\uba74\uc11c HBM\uc758 \uc804\ub7b5\uc801 \uac00\uce58\uac00 \ubd80\uac01\ub410\ub2e4. \uacfc\uac70\uc5d0\ub294 HBM \ubd84\uc57c\uc5d0\uc11c \ud55c\uad6d \uae30\uc5c5\ub4e4\uc774 \uae30\uc220\uc801 \uc6b0\uc704\ub97c \ubcf4\uc600\uc73c\ub098, \uc911\uad6d\uc740 \uad6d\uac00\uc801 \ucc28\uc6d0\uc5d0\uc11c \ubc18\ub3c4\uccb4 \uc790\ub9bd\uc744 \ubaa9\ud45c\ub85c \ub300\uaddc\ubaa8 \ud22c\uc790\uc640 \uae30\uc5c5 \ud611\uc5c5\uc744 \ucd94\uc9c4\ud574\uc654\ub2e4.<\/p>\n<p>\ud2b9\ud788 \ud654\uc6e8\uc774 \ub4f1 \uc911\uad6d \ub300\ud615 IT\uae30\uc5c5\uc774 \uc124\uacc4\u00b7\uc218\uc694 \uce21\uba74\uc5d0\uc11c \ucc38\uc5ec\ud558\uba74\uc11c \uc911\uad6d \ub0b4 \uad00\ub828 \uc0dd\ud0dc\uacc4\uac00 \ube60\ub974\uac8c \uc131\uc7a5\ud588\ub2e4. \uc0dd\uc0b0 \ucd08\uae30\uc758 \ub0ae\uc740 \uc218\uc728\uc744 \uac10\uc218\ud558\uace0\uc11c\ub77c\ub3c4 \uc591\uc0b0 \uacbd\ud5d8\uc744 \uc313\ub294 \uc804\ub7b5\uc744 \ud0dd\ud55c \uc810\ub3c4 \ud2b9\uc9d5\uc774\ub2e4. \uae00\ub85c\ubc8c \uacf5\uae09 \ubcd1\ubaa9\uacfc \uac00\uaca9 \uc555\ubc15\uc740 \uc218\uc694\ucc98\uc758 \uc870\ub2ec \ub2e4\ubcc0\ud654 \uc555\ub825\uc744 \ud0a4\uc6b0\uba70 \uc2dc\uc7a5 \ud310\ub3c4\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\ub2e4.<\/p>\n<h2>\uc8fc\uc694 \uc0ac\uac74<\/h2>\n<p>CXMT\uc758 \uc0dd\uc0b0\ub2a5\ub825 \ud655\ub300 \uacc4\ud68d\uc740 \uc6d4\uac04 \uc6e8\uc774\ud37c \uae30\uc900 30\ub9cc\uc7a5\uc73c\ub85c, \uae30\uc874 \uc124\ube44\uc640 \uc99d\uc124\ubd84\uc744 \ud569\uccd0 \uc774\ub8f0 \uac83\uc73c\ub85c \uc804\ud574\uc9c4\ub2e4. \ud68c\uc0ac\ub294 \uadf8 \uc911 \uc57d 6\ub9cc\uc7a5\uc744 HBM3\uc5d0 \ud22c\uc785\ud574 \uc62c\ud574 \ub300\ub7c9 \uc591\uc0b0\uc744 \uc2dc\uc791\ud560 \uc608\uc815\uc774\ub2e4. \uc5c5\uacc4 \uad00\uacc4\uc790\ub294 \ucd08\uae30 \uc218\uc728\uc740 \ub0ae\uaca0\uc9c0\ub9cc \uc591\uc0b0 \uacbd\ud5d8\uc744 \ud1b5\ud574 \uc810\ucc28 \uac1c\uc120\ud560 \uac83\uc774\ub77c\uace0 \uc804\ud588\ub2e4.<\/p>\n<p>\ud55c\uad6d\uc5d0\uc11c\ub294 \uc0bc\uc131\uc804\uc790\uac00 HBM4(\uc804\uc138\ub300 \uae30\uc900\uc73c\ub85c\ub294 6\uc138\ub300 \ud45c\uae30) \uc591\uc0b0\uc744 \uc644\ub8cc\ud558\uace0 \uc5d4\ube44\ub514\uc544\uc5d0 \ub0a9\ud488\uc744 \uc2dc\uc791\ud560 \uc900\ube44\ub97c \ub9c8\ucce4\ub2e4. \ud68c\uc0ac\ub294 \uc5d4\ube44\ub514\uc544\uc758 \ud488\uc9c8 \uac80\uc99d\uc744 \ud1b5\uacfc\ud574 \uad6c\ub9e4\uc8fc\ubb38\uc744 \ubc1b\uc558\uace0 \ucd9c\ud558 \uc2dc\uc810\uc744 \uc774\ub2ec \uc911\uc73c\ub85c \uc7a1\uace0 \uc788\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc720\uc0c1 \uc0d8\ud50c\uc744 \uc774\ubbf8 \uc81c\uacf5\ud588\uc73c\uba70 1\ubd84\uae30 \ub0b4 \uc591\uc0b0 \uacf5\uae09\uc73c\ub85c \uc804\ud658\ud560 \uacc4\ud68d\uc774\ub2e4.<\/p>\n<p>\uc774 \uac19\uc740 \uacf5\uae09 \ud655\ub300 \uc6c0\uc9c1\uc784\uacfc \ubcc4\uac1c\ub85c, HP\u00b7\ub378 \ub4f1 \uc77c\ubd80 \uae00\ub85c\ubc8c \ud14c\ud06c \uae30\uc5c5\ub4e4\uc774 \uba54\ubaa8\ub9ac \ud655\ubcf4 \ucc28\uc6d0\uc5d0\uc11c CXMT \ub4f1 \uc911\uad6d\uc0b0 D\ub7a8 \ucc44\ud0dd\uc744 \uac80\ud1a0 \uc911\uc774\ub77c\ub294 \ubcf4\ub3c4\uac00 \uc787\ub530\ub790\ub2e4. \uacf5\uae09 \ubd80\uc871\uc774 \ud574\uc18c\ub418\uc9c0 \uc54a\uac70\ub098 \uac00\uaca9 \uacbd\uc7c1\ub825\uc774 \ubd80\uac01\ub420 \uacbd\uc6b0 \uc7a5\uae30\uc801 \ucc44\ud0dd\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\uac00 \uc81c\uae30\ub41c\ub2e4.<\/p>\n<h2>\ubd84\uc11d \ubc0f \uc758\ubbf8<\/h2>\n<p>\uccab\uc9f8, \uae30\uc220\uaca9\ucc28 \ucd95\uc18c\ub294 \ub2e8\uc21c\ud55c \uc81c\ud488 \uacbd\uc7c1\uc744 \ub118\uc5b4 \uacf5\uae09\ub9dd \uc7ac\ud3b8\uacfc \uc815\ucc45\u00b7\uc548\ubcf4 \ubb38\uc81c\ub97c \ub3d9\ubc18\ud55c\ub2e4. HBM\uc740 \ub370\uc774\ud130\uc13c\ud130\u00b7AI \uae30\uc5c5\uc758 \uc131\ub2a5 \uacbd\uc7c1\uacfc \uc9c1\uacb0\ub418\uc5b4 \uc788\uc5b4 \uc911\uad6d\uc758 \ub300\ub7c9 \uc591\uc0b0\uc740 \uae00\ub85c\ubc8c \uc218\uae09\uc5d0 \ubcc0\uc218\uac00 \ub420 \uc218 \uc788\ub2e4. \ud2b9\ud788 \ucd08\uae30 \uc218\uc728\uacfc \ud488\uc9c8 \uc548\uc815\uc131 \uc5ec\ubd80\uac00 \uad00\uac74\uc774\uc9c0\ub9cc, \uacbd\ud5d8 \ucd95\uc801\uc73c\ub85c \uac1c\uc120 \uc18d\ub3c4\ub294 \ube60\ub97c \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/p>\n<p>\ub458\uc9f8, \ud55c\uad6d \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \ub300\uc751\uc774 \uad00\uac74\uc774\ub2e4. \uc0bc\uc131\uacfc SK\ub294 \uace0\uc0ac\uc591 HBM4 \uc591\uc0b0\uc73c\ub85c \uace0\ubd80\uac00\uac00\uce58 \uc2dc\uc7a5\uc744 \uc120\uc810\ud558\ub824\ub294 \ubc18\uba74, \uc911\uad6d\uc758 \ub300\ub7c9 \uc800\uac00 \uacf5\uc138\uac00 \uac00\uaca9\u00b7\ubb3c\ub7c9 \uce21\uba74\uc5d0\uc11c \uc555\ubc15\uc744 \uac00\ud560 \uc218 \uc788\ub2e4. \uc774\uc5d0 \ub530\ub77c \ud55c\uad6d \uc5c5\uccb4\ub4e4\uc740 \uc5f0\uad6c\uac1c\ubc1c(R&#038;D) \ud22c\uc790, \uc0dd\uc0b0 \uacf5\uc815 \uac1c\uc120, \uace0\uac1d \ub9de\ucda4\ud615 \ud488\uc9c8 \ubcf4\uc99d \uac15\ud654\ub85c \uacbd\uc7c1\ub825\uc744 \ubc29\uc5b4\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n<p>\uc14b\uc9f8, \uae00\ub85c\ubc8c IT\uae30\uc5c5\uc758 \uc870\ub2ec \ub2e4\ubcc0\ud654\ub294 \ub2e8\uae30\uc801 \ubb3c\ub7c9 \ud655\ubcf4\ub85c\ub294 \ud574\uc18c\ub420 \uc218 \uc788\uc73c\ub098, \uc911\uc7a5\uae30\uc801\uc73c\ub85c\ub294 \ubcf4\uc548\u00b7\uc2e0\ub8b0\uc131\u00b7\uc815\ucc45 \ub9ac\uc2a4\ud06c\ub97c \uc218\ubc18\ud55c\ub2e4. \ubbf8\uad6d \ub4f1 \uc8fc\uc694\uad6d\uc758 \uc218\ucd9c\ud1b5\uc81c\u00b7\uc0b0\uc5c5 \uc815\ucc45 \ubcc0\ud654\uac00 \uacf5\uae09\ub9dd \uc120\ud0dd\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac00\ub2a5\uc131\uc774 \ucee4\uc84c\ub2e4. \ub530\ub77c\uc11c \uae30\uc5c5\ub4e4\uc740 \uae30\uc220\u00b7\uc815\ucc45 \ub9ac\uc2a4\ud06c\ub97c \ub3d9\uc2dc\uc5d0 \uad00\ub9ac\ud574\uc57c \ud55c\ub2e4.<\/p>\n<h2>\ube44\uad50 \ubc0f \ub370\uc774\ud130<\/h2>\n<figure>\n<table>\n<thead>\n<tr>\n<th>\uae30\uc5c5(\ucd94\uc815)<\/th>\n<th>\uc6d4\uac04 \uc6e8\uc774\ud37c \ud22c\uc785\ub7c9<\/th>\n<th>HBM\uc6a9 \ud22c\uc785(\ucd94\uc815)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ucc3d\uc2e0\uba54\ubaa8\ub9ac(CXMT)<\/td>\n<td>30\ub9cc\uc7a5<\/td>\n<td>6\ub9cc\uc7a5(\uc57d 20%)<\/td>\n<\/tr>\n<tr>\n<td>\uc0bc\uc131\uc804\uc790<\/td>\n<td>\uc57d 15\ub9cc\uc7a5<\/td>\n<td>HBM\uc6a9 \uc77c\ubd80 \ud22c\uc785(\ucd94\uc815)<\/td>\n<\/tr>\n<tr>\n<td>SK\ud558\uc774\ub2c9\uc2a4<\/td>\n<td>\uc57d 15\ub9cc\uc7a5<\/td>\n<td>HBM\uc6a9 \uc77c\ubd80 \ud22c\uc785(\ucd94\uc815)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\uc704 \ud45c\ub294 \uc5c5\uacc4 \uacf5\uac1c\u00b7\ucd94\uc815\uce58\ub97c \uc885\ud569\ud55c \uac83\uc774\uba70, \uae30\uc5c5\ubcc4 \uc138\ubd80 \ud22c\uc785 \ube44\uc728\uc740 \uacf5\uac1c\ub418\uc9c0 \uc54a\uc558\ub2e4. \ud2b9\ud788 HBM \uc804\uc6a9 \uc6e8\uc774\ud37c \ube44\uc728\uc740 \uace0\uac1d\uc0ac \uc8fc\ubb38, \uc81c\ud488\uad70\ubcc4 \uc218\uc728 \ub4f1\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n<h2>\ubc18\uc751 \ubc0f \uc778\uc6a9<\/h2>\n<p>\uc5c5\uacc4 \ub0b4\ubd80\uc5d0\uc11c\ub294 \uc911\uad6d \uae30\uc5c5\uc758 \uc591\uc0b0 \ub3cc\uc785\uc744 \uc8fc\ubaa9\ud558\uba74\uc11c\ub3c4 \ud488\uc9c8\u00b7\uc218\uc728 \ubd88\ud655\uc2e4\uc131\uc744 \ub3d9\uc2dc\uc5d0 \uc9c0\uc801\ud55c\ub2e4. \ub2e4\uc74c\uc740 \uc5c5\uacc4 \ubc1c\uc5b8\uacfc \uae30\uc5c5 \uc124\uba85\uc774\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\ud654\uc6e8\uc774\uc640 \ucc3d\uc2e0\uba54\ubaa8\ub9ac\uac00 \ud611\ub825\ud574 HBM \uac1c\ubc1c\uc744 \uc9c4\ud589\ud558\uace0 \uc788\uc73c\uba70 \ucd08\uae30\uc5d0\ub3c4 \uc591\uc0b0\uc744 \uac15\ud589\ud560 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.&#8221;<\/p>\n<p><cite>\uc5c5\uacc4 \uad00\uacc4\uc790<\/cite><\/p><\/blockquote>\n<p>\uc774 \ubc1c\uc5b8\uc740 \uc911\uad6d \ub0b4 \ub300\ud615 \uc124\uacc4 \uc5c5\uccb4\uc758 \ucc38\uc5ec\ub85c \ucd08\uae30 \uc591\uc0b0 \uacb0\ub2e8\uc774 \uac00\ub2a5\ud574\uc84c\ub2e4\ub294 \ub9e5\ub77d\uc744 \uc124\uba85\ud55c\ub2e4. \ub2e4\ub9cc \uc774 \uad00\uacc4\uc790\ub294 \uc218\uc728 \uac1c\uc120\uc774 \ub2e8\uae30\uac04 \ub0b4 \ud574\uacb0\ub420\uc9c0 \uc5ec\ubd80\ub294 \ubbf8\uc9c0\uc218\ub77c\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\uc5d4\ube44\ub514\uc544\uc758 \ud488\uc9c8 \ud14c\uc2a4\ud2b8\ub97c \ud1b5\uacfc\ud588\uace0 \uad6c\ub9e4\uc8fc\ubb38\uc744 \ud655\ubcf4\ud574 \uc774\ub2ec \uc911 HBM4 \ucd9c\ud558\ub97c \uc2dc\uc791\ud560 \uacc4\ud68d\uc774\ub2e4.&#8221;<\/p>\n<p><cite>\uc0bc\uc131\uc804\uc790(\uacf5\uc2dd \ubc1c\ud45c)<\/cite><\/p><\/blockquote>\n<p>\uc0bc\uc131\uc758 \uacf5\uc2dd \uc124\uba85\uc740 \uace0\uc0ac\uc591 HBM4\ub85c \uc2dc\uc7a5\uc744 \uc120\uc810\ud558\uaca0\ub2e4\ub294 \uc758\uc9c0\ub97c \ub2f4\uace0 \uc788\ub2e4. \ud68c\uc0ac\ub294 \uace0\uac1d\uc0ac \uac80\uc99d\uc744 \uae30\ubc18\uc73c\ub85c \uc591\uc0b0 \uc804\ud658\uc744 \uc11c\ub450\ub974\uace0 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\uc911\uad6d\uc758 \uc591\uc0b0\uc740 \uc7a5\uae30\uc801\uc73c\ub85c \uac00\uaca9\u00b7\uacf5\uae09 \uce21\uba74\uc5d0\uc11c \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\ub2e4. \ub2e4\ub9cc \ud488\uc9c8 \uc2e0\ub8b0\uc131 \ud655\ubcf4 \uc5ec\ubd80\uac00 \ud575\uc2ec \ubcc0\uc218\uac00 \ub420 \uac83&#8221;<\/p>\n<p><cite>\ubc18\ub3c4\uccb4 \uc5f0\uad6c\uc6d0(\uc804\ubb38\uac00)<\/cite><\/p><\/blockquote>\n<p>\uc804\ubb38\uac00\ub294 \uacf5\uae09\ub9dd \ub9ac\uc2a4\ud06c\uc640 \uae30\uc220 \uaca9\ucc28 \ucd95\uc18c\uac00 \ub3d9\uc2dc\ub2e4\ubc1c\uc801\uc73c\ub85c \uc791\uc6a9\ud560 \ub54c \uae30\uc5c5\u00b7\uad6d\uac00 \uc815\ucc45 \ub300\uc751\uc774 \uc911\uc694\ud558\ub2e4\uace0 \uc9c0\uc801\ud588\ub2e4. \uadf8\ub294 \ub2e8\uae30 \ubb3c\ub7c9 \ud655\ubcf4\uc640 \uc911\uc7a5\uae30 \uae30\uc220 \uacbd\uc7c1\ub825 \ud655\ubcf4\ub97c \ubcd1\ud589\ud574\uc57c \ud55c\ub2e4\uace0 \uac15\uc870\ud588\ub2e4.<\/p>\n<aside>\n<details>\n<summary>\uc6a9\uc5b4\/\ubc29\ubc95\ub860<\/summary>\n<p>HBM(High Bandwidth Memory)\uc740 \ud328\ud0a4\uc9c0 \uc124\uacc4\uc640 \uc778\ud130\ud3ec\uc800 \uae30\uc220\uc744 \ud65c\uc6a9\ud574 \uce69 \uac04 \ub370\uc774\ud130 \uc804\uc1a1 \ub300\uc5ed\ud3ed\uc744 \ud06c\uac8c \ub192\uc778 \uba54\ubaa8\ub9ac \uae30\uc220\uc774\ub2e4. AI \uac00\uc18d\uae30\uc5d0\uc11c \ub300\uc6a9\ub7c9 \ub370\uc774\ud130\ub97c \uace0\uc18d\uc73c\ub85c \uc8fc\uace0\ubc1b\uc744 \uc218 \uc788\uc5b4 \uc5f0\uc0b0 \uc131\ub2a5\uacfc \uc804\ub825 \ud6a8\uc728\uc5d0 \uc911\uc694\ud55c \uc694\uc18c\ub2e4. HBM \uc138\ub300\uac00 \uc62c\ub77c\uac08\uc218\ub85d \uc778\ud130\ud398\uc774\uc2a4 \uc18d\ub3c4\uc640 TSV(\uad00\ud1b5\uc804\uadf9) \uc124\uacc4, \ud328\ud0a4\uc9d5 \ub09c\uc774\ub3c4\uac00 \uc0c1\uc2b9\ud574 \uc81c\uc870 \ub09c\uc774\ub3c4\uac00 \ub192\uc544\uc9c4\ub2e4. \uc218\uc728 \ud655\ubcf4\uc5d0\ub294 \ubbf8\uc138\uacf5\uc815\u00b7\ud328\ud0a4\uc9d5 \uc5ed\ub7c9\uacfc \uc591\uc0b0 \uacbd\ud5d8\uc774 \ud544\uc218\uc801\uc774\ub2e4.<\/p>\n<\/details>\n<\/aside>\n<h2>\ubd88\ud655\uc2e4\ud55c \ubd80\ubd84<\/h2>\n<ul>\n<li>CXMT\uc758 \ucd08\uae30 HBM3 \uc218\uc728 \uc218\uc900\uacfc \ud488\uc9c8 \uc548\uc815\ud654 \uc2dc\uc810\uc740 \uacf5\uac1c\ub418\uc9c0 \uc54a\uc544 \ubd88\ud655\uc2e4\ud558\ub2e4.<\/li>\n<li>HP\u00b7\ub378 \ub4f1 \uae00\ub85c\ubc8c \uc5c5\uccb4\uc758 \uc911\uad6d\uc0b0 \uba54\ubaa8\ub9ac \ucc44\ud0dd\uc774 \uc77c\uc2dc\uc801 \ubb3c\ub7c9 \ub300\uc751\uc778\uc9c0 \uc7a5\uae30\uc801 \uc804\ud658\uc778\uc9c0\ub294 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/li>\n<li>\ubbf8\u00b7\uc911 \uc218\ucd9c\ud1b5\uc81c\uc640 \uad00\ub828\ud55c \uc815\ucc45 \ubcc0\ud654\uac00 \uc2e4\uc81c \uacf5\uae09\ub9dd \uc120\ud0dd\uc5d0 \ubbf8\uce60 \uad6c\uccb4\uc801 \uc601\ud5a5\uc740 \uc608\uce21\ud558\uae30 \uc5b4\ub835\ub2e4.<\/li>\n<\/ul>\n<h2>\ucd1d\ud3c9<\/h2>\n<p>\uc774\ubc88 \ubcc0\ud654\ub294 \ub2e8\uc21c\ud55c \uc81c\ud488 \uacbd\uc7c1\uc744 \ub118\uc5b4 \uacf5\uae09\ub9dd\uacfc \uc815\ucc45 \ub9ac\uc2a4\ud06c\ub97c \ub3d9\uc2dc\uc5d0 \uc790\uadf9\ud558\ub294 \uc0ac\uac74\uc774\ub2e4. \uc911\uad6d\uc758 HBM3 \uc591\uc0b0\uc740 \uae30\uc220 \uaca9\ucc28\ub97c \ube60\ub974\uac8c \uc904\uc774\ub294 \uc2e0\ud638\uc774\uba70, \ucd08\uae30\uc5d0\ub294 \ud488\uc9c8\uacfc \uc218\uc728 \ubd88\uc548\uc815\uc774 \ubc1c\ubaa9\uc744 \uc7a1\uc744 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uadf8\ub7ec\ub098 \uacbd\ud5d8 \ucd95\uc801\uacfc \uc124\ube44 \uc99d\uc124\uc774 \uc774\uc5b4\uc9c0\uba74 \uac00\uaca9\u00b7\ubb3c\ub7c9 \uba74\uc5d0\uc11c \uc601\ud5a5\ub825\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n<p>\ud55c\uad6d \uae30\uc5c5\ub4e4\uc740 HBM4 \ub4f1 \uc0c1\uc704 \uc138\ub300\uc5d0\uc11c \uae30\uc220\uc801 \uc6b0\uc704\ub97c \uc720\uc9c0\ud574 \uace0\ubd80\uac00\uac00\uce58 \uc2dc\uc7a5\uc744 \ubc29\uc5b4\ud574\uc57c \ud55c\ub2e4. \ub3d9\uc2dc\uc5d0 \uc815\ubd80\uc640 \uc5c5\uacc4\ub294 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654, \uae30\uc220 \ubcf4\ud638, \uad6d\uc81c \ud611\ub825 \ub4f1 \ub2e4\uce35\uc801 \ub300\uc751 \uc804\ub7b5\uc744 \ub9c8\ub828\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \ub3c5\uc790\ub294 \ud5a5\ud6c4 \uc218\uc728 \ucd94\uc774\uc640 \uae00\ub85c\ubc8c \uc218\uc694\ucc98\uc758 \ucc44\ud0dd \uc5ec\ubd80, \uac01\uad6d\uc758 \uc815\ucc45 \ubcc0\ud654\ub97c \uc8fc\uc758 \uae4a\uac8c \uad00\ucc30\ud574\uc57c \ud55c\ub2e4.<\/p>\n<h2>\ucd9c\ucc98<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.mk.co.kr\/news\/business\/11957166\" target=\"_blank\" rel=\"noopener\">\ub9e4\uc77c\uacbd\uc81c \uae30\uc0ac<\/a> (\uc5b8\ub860)<\/li>\n<li><a href=\"https:\/\/asia.nikkei.com\" target=\"_blank\" rel=\"noopener\">Nikkei Asia<\/a> (\uc5b8\ub860)<\/li>\n<li><a href=\"https:\/\/www.yna.co.kr\" target=\"_blank\" rel=\"noopener\">\uc5f0\ud569\ub274\uc2a4<\/a> (\uc5b8\ub860)<\/li>\n<\/ul>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>\ud575\uc2ec \uc694\uc57d \uc911\uad6d 1\uc704 D\ub7a8\uc5c5\uccb4 \ucc3d\uc2e0\uba54\ubaa8\ub9ac(CXMT)\uac00 2026\ub144 HBM3 \ub300\uaddc\ubaa8 \uc591\uc0b0\uc744 \uc2dc\uc791\ud558\uba74\uc11c \ud55c\u00b7\uc911 HBM \uae30\uc220 \uaca9\ucc28\uac00 \uae30\uc874 4\ub144\uc5d0\uc11c 3\ub144\uc73c\ub85c \uc904\uc5b4\ub4e4\uc5c8\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc774\ub2ec \uc911 HBM4\ub97c \uc138\uacc4 \ucd5c\ucd08\ub85c \uc5d4\ube44\ub514\uc544\uc5d0 \ucd9c\ud558\ud560 \uc608\uc815\uc774\uba70, SK\ud558\uc774\ub2c9\uc2a4\ub3c4 1\ubd84\uae30 \ub0b4 \uc591\uc0b0 \uacf5\uae09\uc5d0 \ub4e4\uc5b4\uac08 \uacc4\ud68d\uc774\ub2e4. \uba54\ubaa8\ub9ac \uacf5\uae09 \ubd80\uc871\uc744 \uacaa\ub294 \uae00\ub85c\ubc8c PC\u00b7\uc11c\ubc84 \uc5c5\uccb4\ub4e4\uc740 \uc911\uad6d\uc0b0 D\ub7a8 \ucc44\ud0dd\uc744 \uac80\ud1a0\ud558\uace0 \uc788\uc5b4 \uc0b0\uc5c5\u00b7\uacf5\uae09\ub9dd \ub9ac\uc2a4\ud06c\uac00 \ud655\ub300\ub420 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \ud575\uc2ec \uc0ac\uc2e4 \ucc3d\uc2e0\uba54\ubaa8\ub9ac(CXMT)\ub294 &#8230; <a title=\"\uace7 \uc911\uad6d\uc0b0 HBM3 \uc591\uc0b0\u2026\ud55c\uc911\uaca9\ucc28 4\ub144\uc11c 3\ub144\uc73c\ub85c \uc881\ud600\uc84c\ub2e4 &#8211; \ub9e4\uc77c\uacbd\uc81c\" class=\"read-more\" href=\"https:\/\/readtrends.com\/ko\/china-hbm3-gap-narrowed\/\" aria-label=\"\uace7 \uc911\uad6d\uc0b0 HBM3 \uc591\uc0b0\u2026\ud55c\uc911\uaca9\ucc28 4\ub144\uc11c 3\ub144\uc73c\ub85c \uc881\ud600\uc84c\ub2e4 &#8211; \ub9e4\uc77c\uacbd\uc81c\uc5d0 \ub300\ud574 \ub354 \uc790\uc138\ud788 \uc54c\uc544\ubcf4\uc138\uc694\">\ub354 \uc77d\uae30<\/a><\/p>\n","protected":false},"author":1,"featured_media":8150,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_title":"\uc911\uad6d HBM3 \ub300\ub7c9 \uc591\uc0b0 \uac1c\uc2dc\u2026\ud55c\uc911 \uae30\uc220\uaca9\ucc28 4\ub144\u21923\ub144 \ucd95\uc18c - \ub9e4\uc77c\uacbd\uc81c","rank_math_description":"\uc911\uad6d \ucc3d\uc2e0\uba54\ubaa8\ub9ac\uac00 2026\ub144 HBM3 \ub300\uaddc\ubaa8 \uc591\uc0b0\uc5d0 \ub4e4\uc5b4\uac00\uba70 \ud55c\u00b7\uc911 HBM \uaca9\ucc28\uac00 4\ub144\uc5d0\uc11c 3\ub144\uc73c\ub85c \uc904\uc5c8\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\u00b7SK\uc758 HBM4 \ub300\uc751\uacfc \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd \uc601\ud5a5, \ud5a5\ud6c4 \uc804\ub9dd\uc744 \ubd84\uc11d\ud569\ub2c8\ub2e4.","rank_math_focus_keyword":"HBM3,\uc911\uad6d,\uc0bc\uc131\uc804\uc790,SK\ud558\uc774\ub2c9\uc2a4,\uba54\ubaa8\ub9ac,\uae30\uc220\uaca9\ucc28","footnotes":""},"categories":[2],"tags":[],"class_list":["post-8157","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\/8157","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=8157"}],"version-history":[{"count":0,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/8157\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media\/8150"}],"wp:attachment":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media?parent=8157"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/categories?post=8157"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/tags?post=8157"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}