{"id":9017,"date":"2026-02-23T20:09:01","date_gmt":"2026-02-23T11:09:01","guid":{"rendered":"https:\/\/readtrends.com\/ko\/k-hbm-suppliers-130tr\/"},"modified":"2026-02-23T20:09:01","modified_gmt":"2026-02-23T11:09:01","slug":"k-hbm-suppliers-130tr","status":"publish","type":"post","link":"https:\/\/readtrends.com\/ko\/k-hbm-suppliers-130tr\/","title":{"rendered":"&#8216;\ud55c\uad6d\uc774 \ub610 1\uc704?&#8217; \uc804\uc138\uacc4 \uae5c\uc9dd\u2026\ubab8\uac12 \ud3ed\ub4f1\uc5d0 &#8216;130\uc870&#8217; \ub6ab\uc5c8\ub2e4 &#8211; \ud55c\uad6d\uacbd\uc81c"},"content":{"rendered":"<article>\n<p><strong>\ud575\uc2ec \uc694\uc57d<\/strong><\/p>\n<p>23\uc77c \ub300\uccb4 \ub370\uc774\ud130 \ud50c\ub7ab\ud3fc \ud55c\uacbd\uc5d0\uc774\uc140 \uc9d1\uacc4 \uae30\uc900, \uc9c0\ub09c 20\uc77c \uc885\uac00\ub85c \uc0c1\uc704 100\uac1c \ud55c\uad6d \ubc18\ub3c4\uccb4 \uc18c\ubd80\uc7a5(\uc18c\uc7ac\u00b7\ubd80\ud488\u00b7\uc7a5\ube44) \uc0c1\uc7a5\uc0ac\ub4e4\uc758 \uc2dc\uac00\ucd1d\uc561 \ud569\uacc4\uac00 137\uc8705361\uc5b5\uc6d0\uc744 \uae30\ub85d\ud574 1\ub144 \uc804\ubcf4\ub2e4 2.5\ubc30(152%) \uc99d\uac00\ud588\ub2e4. \uc2dc\ucd1d 1\uc870\uc6d0 \uc774\uc0c1 \uae30\uc5c5 \uc218\ub294 \uc9c0\ub09c\ud574 14\uac1c\uc5d0\uc11c \uc62c\ud574 36\uac1c\ub85c \ub298\uc5b4\ub0ac\uace0, \ud55c\ubbf8\ubc18\ub3c4\uccb4 \ub4f1 HBM(\uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac) \uacf5\uae09\ub9dd \uad00\ub828 \uae30\uc5c5\uc758 \ubab8\uac12\uc774 \uae09\ub4f1\ud55c \uac83\uc774 \uc8fc\uc694 \uc6d0\uc778\uc73c\ub85c \uc9c0\ubaa9\ub41c\ub2e4. \uc774 \ubcc0\ud654\ub294 AI \uc778\ud504\ub77c \ud655\uc0b0\uc774 \uba54\ubaa8\ub9ac \ubc0f \uace0\uc131\ub2a5 \uc11c\ubc84\uc6a9 \ubd80\ud488 \uc218\uc694\ub97c \ud3ed\ubc1c\uc801\uc73c\ub85c \ub04c\uc5b4\uc62c\ub9b0 \uacb0\uacfc\ub77c\ub294 \ubd84\uc11d\uc774 \ub098\uc628\ub2e4.<\/p>\n<h2>\ud575\uc2ec \uc0ac\uc2e4<\/h2>\n<ul>\n<li>\uc0c1\uc704 100\uac1c \uc18c\ubd80\uc7a5 \uc0c1\uc7a5\uc0ac \uc2dc\ucd1d \ud569\uacc4\ub294 2\uc6d4 20\uc77c \uae30\uc900 137\uc8705361\uc5b5\uc6d0\uc73c\ub85c, 2025\ub144 1\uc6d4 2\uc77c\uc758 54\uc8703622\uc5b5\uc6d0\uc5d0\uc11c 152% \uc99d\uac00\ud588\ub2e4.<\/li>\n<li>\uc2dc\uac00\ucd1d\uc561 1\uc870\uc6d0 \uc774\uc0c1\uc778 \uc18c\ubd80\uc7a5 \uae30\uc5c5\uc740 \uc9c0\ub09c\ud574 14\uacf3\uc5d0\uc11c \uc62c\ud574 36\uacf3\uc73c\ub85c 2.5\ubc30 \ub298\uc5c8\ub2e4.<\/li>\n<li>\uc138\uacc4 1\uc704 HBM \uc801\uce35 \uc7a5\ube44(TC\ubcf8\ub354) \uc5c5\uccb4 \ud55c\ubbf8\ubc18\ub3c4\uccb4\uc758 \uc2dc\ucd1d\uc740 1\ub144 \ub9cc\uc5d0 \uc57d 8\uc870\uc6d0\ub300\uc5d0\uc11c 19\uc8701100\uc5b5\uc6d0\uc73c\ub85c \uae09\uc99d\ud588\ub2e4.<\/li>\n<li>\uc6d0\uc775IPS\uc758 \uc2dc\ucd1d\uc740 1\uc870847\uc5b5\uc6d0\uc5d0\uc11c 5\uc8708557\uc5b5\uc6d0\uc73c\ub85c, \uc774\uc218\ud398\ud0c0\uc2dc\uc2a4\ub294 \uc57d 1\uc8707000\uc5b5\uc6d0\ub300\uc5d0\uc11c 7\uc8703776\uc5b5\uc6d0\ub300\ub85c \ub6f0\uc5c8\ub2e4.<\/li>\n<li>PCB \uc5c5\uccb4 \ucf54\ub9ac\uc544\uc368\ud0a4\ud2b8\uc758 \uc2dc\ucd1d \uc99d\uac00\uc728\uc740 550%, \uc774\uc218\ud398\ud0c0\uc2dc\uc2a4\ub294 \uc57d 320% \uc0c1\uc2b9\uc744 \uae30\ub85d\ud588\ub2e4.<\/li>\n<li>\ube0c\uc774\uc5e0(\uc2dd\uac01 \uc7a5\ube44)\uc740 411%, \ud14c\uc2a4(\uc99d\ucc29 \uc7a5\ube44)\ub294 370%\uc758 \uc2dc\ucd1d \uc99d\uac00\uc728\uc744 \ubcf4\uc600\ub2e4.<\/li>\n<li>\ubc18\ub3c4\uccb4 \uac80\uc0ac\u00b7\ud14c\uc2a4\ud2b8 \ubd80\ud488\uc758 \uc138\uacc4 1\uc704 \ub9ac\ub178\uacf5\uc5c5\uc740 \uc2dc\ucd1d\uc774 3\uc870179\uc5b5\uc6d0\uc5d0\uc11c 7\uc8703544\uc5b5\uc6d0\uc73c\ub85c 140% \uc774\uc0c1 \ub298\uc5c8\ub2e4.<\/li>\n<\/ul>\n<h2>\uc0ac\uac74 \ubc30\uacbd<\/h2>\n<p>\uc9c0\ub09c \uc218\ub144\uac04 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uacbd\uc7c1 \ucd95\uc740 \uc9d1\uc801\ub3c4(\ubbf8\uc138\ud654) \uc911\uc2ec\uc5d0\uc11c 3\ucc28\uc6d0 \ud328\ud0a4\uc9d5\uacfc \uc801\uce35 \uad6c\uc870\ub85c \uc774\ub3d9\ud558\uace0 \uc788\ub2e4. HBM\uc740 \uc5ec\ub7ec \uc7a5\uc758 D\ub7a8\uc744 \uc218\uc9c1\uc73c\ub85c \uc801\uce35\ud558\uace0 \uc2e4\ub9ac\ucf58\uad00\ud1b5\uc804\uadf9(TSV) \ub4f1\uc73c\ub85c \uc5f0\uacb0\ud574 \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uc744 \ud06c\uac8c \ub192\uc774\ub294 \uae30\uc220\ub85c, AI \uac00\uc18d\uae30\uc640 \ub370\uc774\ud130\uc13c\ud130 \uc11c\ubc84\uc5d0\uc11c \ud575\uc2ec \ubd80\ud488\uc73c\ub85c \uc790\ub9ac\uc7a1\uc558\ub2e4. \uc774\ub7ec\ud55c \uad6c\uc870\uc801 \ubcc0\ud654\ub294 \ud328\ud0a4\uc9d5\u00b7\uc811\ud569\u00b7\uac80\uc0ac\u00b7\uc99d\ucc29 \ub4f1 \uace0\ub09c\ub3c4 \uacf5\uc815 \uc7a5\ube44\uc640 \uace0\uc21c\ub3c4 \uc18c\uc7ac\uc758 \uc218\uc694\ub97c \uae09\uc99d\uc2dc\ucf30\ub2e4.<\/p>\n<p>\ub3d9\uc2dc\uc5d0 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \ub4f1 \uba54\ubaa8\ub9ac \ub300\ud615\ud22c\uc790\uac00 4\uc138\ub300 HBM \ub4f1 \ucc28\uc138\ub300 \uc81c\ud488 \uc591\uc0b0\u00b7\uc99d\uc124\ub85c \uc774\uc5b4\uc9c0\uba74\uc11c \uad00\ub828 \uacf5\uae09\ub9dd \uae30\uc5c5\uc758 \ub9e4\ucd9c\u00b7\uc218\uc8fc \uae30\ub300\uce58\uac00 \uc0c1\ud5a5 \uc870\uc815\ub410\ub2e4. \uacfc\uac70\uc5d0\ub294 \ub300\uae30\uc5c5\uc758 1\ucc28 \ud611\ub825\uc0ac\ub85c \ubd84\ub958\ub418\ub358 \uc18c\ubd80\uc7a5 \uae30\uc5c5\ub4e4\uc774 \uc790\uccb4 \uae30\uc220\ub85c \uae00\ub85c\ubc8c \uace0\uac1d\uc744 \ud655\ubcf4\ud558\uace0, \ud2b9\uc815 \uacf5\uc815 \uc7a5\ube44 \ubd84\uc57c\uc5d0\uc11c \ub3c5\uacfc\uc810\uc801 \uc9c0\uc704\ub97c \ud655\ubcf4\ud558\ub294 \uc0ac\ub840\uac00 \ub298\uc5b4\ub0ac\ub2e4. \uc774\ub85c \uc778\ud574 \uc2dc\uc7a5\uc5d0\uc11c \uc7ac\ud3c9\uac00\uac00 \uac00\uc18d\ud654\ub410\ub2e4.<\/p>\n<h2>\uc8fc\uc694 \uc0ac\uac74<\/h2>\n<p>\ud55c\uacbd\uc5d0\uc774\uc140\uc758 \uc9d1\uacc4\ub97c \ubcf4\uba74 \uc0c1\uc704 100\uac1c \uc18c\ubd80\uc7a5 \uae30\uc5c5\uc758 \uc2dc\ucd1d \ud569\uacc4\uac00 137\uc8705361\uc5b5\uc6d0\uc73c\ub85c \uc9d1\uacc4\ub418\uba70, \uad6d\ub0b4 \uc8fc\uc694 \ub300\uae30\uc5c5 \uc2dc\ucd1d(\uc608: \ud604\ub300\uc790\ub3d9\ucc28 104\uc870\uc6d0, LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158 94\uc870\uc6d0)\uc744 \ub118\uc5b4\uc11c\ub294 \uc218\uc900\uc774 \ub410\ub2e4. \ud2b9\ud788 \uc2dc\ucd1d 1\uc870\uc6d0 \uc774\uc0c1 \uae30\uc5c5 \uc218\uac00 36\uacf3\uc73c\ub85c \ub298\uba74\uc11c \uc2dc\uc7a5 \ub0b4 \uc601\ud5a5\ub825\uc774 \ube60\ub974\uac8c \ud655\ub300\ub410\ub2e4.<\/p>\n<p>\ud55c\ubbf8\ubc18\ub3c4\uccb4\ub294 TC\ubcf8\ub354 \ubd84\uc57c\uc5d0\uc11c \uae00\ub85c\ubc8c \uc810\uc720\uc728 70% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\uba70 \ub300\uaddc\ubaa8 \uc218\uc8fc\ub97c \ud655\ubcf4\ud588\uace0, \uc9c0\ub09c\ud574\uc5d0\ub3c4 40%\uac00 \ub118\ub294 \uc601\uc5c5\uc774\uc775\ub960\uc744 \ubcf4\uc774\uba70 \ud22c\uc790\uc790\uc758 \uad00\uc2ec\uc744 \ub04c\uc5c8\ub2e4. \ud68c\uc0ac\uc758 \uc2dc\ucd1d\uc740 \ud55c \ud574 \uc0ac\uc774 8\uc870\uc6d0\ub300\uc5d0\uc11c 19\uc8701100\uc5b5\uc6d0\uc73c\ub85c \uc99d\uac00\ud574 \uad6d\ub0b4 \uc18c\ubd80\uc7a5 \uae30\uc5c5 \uc911 \ucc98\uc74c\uc73c\ub85c 10\uc870\uc6d0\uc744 \ub118\uc5b4\uc130\ub2e4.<\/p>\n<p>\uc99d\ucc29 \uc7a5\ube44\ub97c \uacf5\uae09\ud558\ub294 \uc6d0\uc775IPS, PCB \uc5c5\uccb4 \uc774\uc218\ud398\ud0c0\uc2dc\uc2a4\uc640 \ucf54\ub9ac\uc544\uc368\ud0a4\ud2b8, \uac80\uc0ac\u00b7\ud14c\uc2a4\ud2b8 \ubd80\ud488\uc758 \ub9ac\ub178\uacf5\uc5c5 \ub4f1\ub3c4 \uae09\uaca9\ud55c \uc2dc\ucd1d \uc99d\uac00\ub97c \ubcf4\uc600\ub2e4. \ubc18\ub3c4\uccb4 \uc218\uc728 \uac1c\uc120\uacfc \uace0\ub2e4\uce35 PCB(MLB) \uc218\uc694 \uc99d\uac00\ub294 \ud2b9\uc815 \uc911\uac04\uc7ac\uc640 \uc7a5\ube44 \uae30\uc5c5\uc758 \uc2e4\uc801 \uc804\ub9dd\uc744 \ubc14\uafb8\uba70 \ud22c\uc790 \ud750\ub984\uc744 \uc7ac\ud3b8\ud588\ub2e4.<\/p>\n<h2>\ubd84\uc11d \ubc0f \uc758\ubbf8<\/h2>\n<p>\uccab\uc9f8, \uc774\ubc88 \uc2dc\ucd1d \uae09\ub4f1\uc740 \uae30\uc220\uc801 \ub09c\uc81c(3D \uc801\uce35\u00b7\uace0\ubc00\ub3c4 PCB\u00b7\uace0\uc815\ubc00 \uac80\uc0ac)\uc758 \ud574\uacb0\uc774 \uc2dc\uc7a5 \ud3c9\uac00\ub85c \uc5f0\uacb0\ub41c \uc0ac\ub840\ub2e4. HBM \uc801\uce35 \ub09c\uc774\ub3c4\uac00 \ub192\uc544\uc9c0\uba74\uc11c TC\ubcf8\ub354\u00b7\uc99d\ucc29\u00b7\uac80\uc0ac \uc7a5\ube44\uc640 \uace0\uc21c\ub3c4 \uc18c\uc7ac\uc758 \uc911\uc694\uc131\uc774 \ubd80\uac01\ub418\uc5c8\uace0, \uc774\ub97c \uc120\uc81c\uc801\uc73c\ub85c \ud655\ubcf4\ud55c \ud55c\uad6d \uae30\uc5c5\ub4e4\uc774 \uc7ac\ud3c9\uac00\ub97c \ubc1b\uc558\ub2e4. \ub2e8\uc21c \uacf5\uae09\uc790\uc5d0\uc11c &#8216;\ud574\uacb0\uc0ac&#8217;\ub85c \uc778\uc2dd\uc774 \uc804\ud658\ub41c \uc810\uc774 \ud575\uc2ec \ub3d9\ub825\uc774\ub2e4.<\/p>\n<p>\ub458\uc9f8, AI \uc778\ud504\ub77c\uc758 \ud655\uc7a5\uc740 \uc218\uc694 \uce21\uba74\uc5d0\uc11c \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uacfc \ud14c\uc2a4\ud2b8\u00b7\uac80\uc0ac \uc7a5\ube44\uc758 \ub3d9\uc2dc \uc218\uc694 \uc99d\uac00\ub97c \uc720\ubc1c\ud55c\ub2e4. GPU \uc131\ub2a5 \ud5a5\uc0c1\uacfc \ub300\uaddc\ubaa8 \ub370\uc774\ud130\uc13c\ud130 \uc99d\uc124\uc740 HBM \uc218\uc694\ub97c \ud3ed\uc99d\uc2dc\ud0a4\uba70, \uc774\uc5d0 \ub530\ub77c \ubc94\uc6a9 D\ub7a8 \uac00\uaca9\uacfc \uba54\ubaa8\ub9ac \uacf5\uae09\ub9dd \uae30\uc5c5\uc758 \uc2e4\uc801 \uc804\ub9dd\uc774 \ub3d9\ubc18 \uac1c\uc120\ub418\ub294 \uad6c\uc870\uac00 \ub098\ud0c0\ub098\uace0 \uc788\ub2e4.<\/p>\n<p>\uc14b\uc9f8, \ubc38\ub958\uc5d0\uc774\uc158 \uc7ac\ud3b8\uc740 \ud22c\uc790\u00b7\uc815\ucc45 \uad00\uc810\uc5d0\uc11c \ud30c\uae09\ub825\uc774 \uc788\ub2e4. \uc18c\ubd80\uc7a5 \uae30\uc5c5\uc758 \uc790\ubcf8\uc870\ub2ec \uc5ec\uac74 \uac1c\uc120, R&#038;D \ud22c\uc790 \ud655\ub300, \ud574\uc678 \uc601\uc5c5\ub825 \uac15\ud654\ub85c \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \ub2e4\ub9cc \ud2b9\uc815 \uae30\uc5c5\uc5d0 \ub300\ud55c \uacfc\ub3c4\ud55c \ubca0\ud305\uc740 \uae30\uc220 \ub9ac\uc2a4\ud06c\u00b7\uc218\uc8fc \ubcc0\ub3d9\uc131\uc5d0 \ucde8\uc57d\ud558\ubbc0\ub85c \ud22c\uc790\uc790\uc640 \uc815\ucc45 \ub2f9\uad6d\uc740 \ub9ac\uc2a4\ud06c \uad00\ub9ac\uc640 \uc0b0\uc5c5 \uc0dd\ud0dc\uacc4 \uac15\ud654\uc5d0 \uc8fc\ubaa9\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(\ub300\ud45c \ubd84\uc57c)<\/th>\n<th>1\ub144 \uc804 \uc2dc\ucd1d<\/th>\n<th>\ucd5c\uadfc \uc2dc\ucd1d(2\uc6d4 20\uc77c \uae30\uc900)<\/th>\n<th>\uc99d\uac00\uc728(\uc57d)<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ud55c\ubbf8\ubc18\ub3c4\uccb4 (TC\ubcf8\ub354)<\/td>\n<td>8\uc870\uc6d0\ub300<\/td>\n<td>19\uc8701100\uc5b5\uc6d0<\/td>\n<td>\uc57d 127%<\/td>\n<\/tr>\n<tr>\n<td>\uc6d0\uc775IPS (\uc99d\ucc29 \uc7a5\ube44)<\/td>\n<td>1\uc870847\uc5b5\uc6d0<\/td>\n<td>5\uc8708557\uc5b5\uc6d0<\/td>\n<td>\uc57d 4\ubc30<\/td>\n<\/tr>\n<tr>\n<td>\uc774\uc218\ud398\ud0c0\uc2dc\uc2a4 (PCB)<\/td>\n<td>\uc57d 1\uc8707000\uc5b5\uc6d0\ub300<\/td>\n<td>7\uc8703776\uc5b5\uc6d0<\/td>\n<td>\uc57d 320%<\/td>\n<\/tr>\n<tr>\n<td>\ub9ac\ub178\uacf5\uc5c5 (\ud14c\uc2a4\ud2b8\ud540)<\/td>\n<td>3\uc870179\uc5b5\uc6d0<\/td>\n<td>7\uc8703544\uc5b5\uc6d0<\/td>\n<td>\uc57d 140%<\/td>\n<\/tr>\n<tr>\n<td>\ucf54\ub9ac\uc544\uc368\ud0a4\ud2b8 (PCB)<\/td>\n<td>\u2014<\/td>\n<td>\uc99d\uac00\uc728 \uc57d 550%<\/td>\n<td>\uc57d 550%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\uc704 \ud45c\ub294 \uae30\uc0ac\uc5d0 \uc778\uc6a9\ub41c \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uac00\ucd1d\uc561 \ubcc0\ud654\uc640 \ub300\ud45c \ubd84\uc57c\ub97c \ube44\uad50\ud55c \uac83\uc774\ub2e4. \uc22b\uc790\ub294 2\uc6d4 20\uc77c \uc885\uac00 \uae30\uc900 \ud55c\uacbd\uc5d0\uc774\uc140 \uc9d1\uacc4\uc640 \uae30\uc0ac \ubcf4\ub3c4 \ub0b4\uc6a9\uc744 \ubc14\ud0d5\uc73c\ub85c \uc7ac\uad6c\uc131\ud588\ub2e4. \ud45c\uc758 \uc99d\uac10\ub960\uc740 \uae30\uc0ac\uc5d0\uc11c \uc81c\uc2dc\ub41c \ub300\ub7b5\uc801 \ube44\uc728\uc744 \ud45c\uae30\ud588\uc73c\uba70, \uc138\ubd80 \uc218\uce58\ub294 \uac01 \uae30\uc5c5\uc758 \uacf5\uc2dc\u00b7\uc2dc\uc138\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n<h2>\ubc18\uc751 \ubc0f \uc778\uc6a9<\/h2>\n<p>\ud55c\uacbd\uc5d0\uc774\uc140\uc758 \ub370\uc774\ud130 \uc9d1\uacc4\ub294 \uc2dc\uc7a5\uc758 \uc7ac\ud3c9\uac00 \ubd84\uc704\uae30\ub97c \uc218\uce58\ub85c \ud655\uc778\uc2dc\ucf30\ub2e4. \uc9d1\uacc4 \ub2f4\ub2f9\uc790\ub294 \uc9d1\uacc4 \ubc29\uc2dd\uacfc \ud3ec\ud568 \uae30\uc900\uc744 \uc124\uba85\ud558\uba70 \uc0c1\uc704 100\uac1c \uc885\ubaa9\uc758 \ud569\uacc4\ub97c \uacf5\uac1c\ud588\ub2e4. \ud574\ub2f9 \ub370\uc774\ud130\ub294 \uc2dc\uac00\ucd1d\uc561 \uc0b0\ucd9c \uc2dc\uc810(2\uc6d4 20\uc77c \uc885\uac00)\uc744 \uae30\uc900\uc73c\ub85c \uc9d1\uacc4\ub418\uc5c8\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\uc0c1\uc704 100\uac1c \uc18c\ubd80\uc7a5 \uc0c1\uc7a5\uc0ac\uc758 \uc2dc\uac00\ucd1d\uc561 \ud569\uacc4\ub294 2\uc6d4 20\uc77c \uc885\uac00 \uae30\uc900 137\uc8705361\uc5b5\uc6d0\uc5d0 \ub2ec\ud569\ub2c8\ub2e4.&#8221;<\/p>\n<p><cite>\ud55c\uacbd\uc5d0\uc774\uc140(\ub370\uc774\ud130 \ud50c\ub7ab\ud3fc, \uc9d1\uacc4\uc790\ub8cc)<\/cite><\/p><\/blockquote>\n<p>\ub370\uc774\ud130 \uacf5\uac1c \ud6c4 \uc2dc\uc7a5\uc5d0\uc11c\ub294 HBM \uad00\ub828 \uacf5\uae09\ub9dd\uc758 \uc7ac\ud3c9\uac00\ub97c \ud655\uc778\ud558\ub294 \ubaa9\uc18c\ub9ac\uac00 \ub098\uc654\ub2e4. \ud1b5\uacc4\ub294 \uacfc\uac70 \ube44\uad50\uc640 \uc131\uc7a5 \uc18d\ub3c4\ub97c \uac1d\uad00\uc801\uc73c\ub85c \ubcf4\uc5ec\uc8fc\uc9c0\ub9cc, \uac1c\ubcc4 \uae30\uc5c5\uc758 \uc2e4\uc801\u00b7\uc218\uc8fc\ub0b4\uc5ed\uc744 \ucd94\uac00 \ud655\uc778\ud574\uc57c \uc815\ud655\ud55c \ud22c\uc790 \ud310\ub2e8\uc744 \ub0b4\ub9b4 \uc218 \uc788\ub2e4.<\/p>\n<p>\ud559\uacc4\uc5d0\uc11c\ub294 \uc18c\ubd80\uc7a5 \uae30\uc5c5\ub4e4\uc758 \uae30\uc220\uc790\ub9bd\uacfc \uae00\ub85c\ubc8c \uace0\uac1d \ud655\ubcf4\ub97c \uae0d\uc815\uc801\uc73c\ub85c \ud3c9\uac00\ud588\ub2e4. \uc774\ud604\uad8c \uae08\uc624\uacf5\ub300 \uad50\uc218\ub294 \uae30\uc220\ub825\uc744 \uadfc\uac70\ub85c K\uc18c\ubd80\uc7a5 \uae30\uc5c5\ub4e4\uc758 \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc744 \ub192\uac8c \ubd24\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\ub300\uae30\uc5c5 \ud611\ub825\uc0ac\ub85c \uba38\ubb3c\ub358 \uc18c\ubd80\uc7a5 \uae30\uc5c5\ub4e4\uc774 \ub3c5\uc790 \uae30\uc220\ub85c \uae00\ub85c\ubc8c \uace0\uac1d\uc744 \ud655\ubcf4\ud558\uba70 \uc2dc\uc7a5\uc758 \uc911\uc2ec\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\ub2e4. AI \uc2dc\ub300\uac00 \uace0\ub3c4\ud654\ud560\uc218\ub85d \uc131\uc7a5 \uac00\ub2a5\uc131\uc740 \ub354 \ucee4\uc9c8 \uac83\uc774\ub2e4.&#8221;<\/p>\n<p><cite>\uc774\ud604\uad8c \uae08\uc624\uacf5\ub300 \uc2e0\uc18c\uc7ac\uacf5\ud559\uacfc \uad50\uc218(\ud559\uacc4)<\/cite><\/p><\/blockquote>\n<p>\uc0b0\uc5c5 \ud604\uc7a5\uc5d0\uc11c\ub294 \uacf5\uc815 \ubcf5\uc7a1\uc131 \uc99d\uac00\ub85c \uc2e0\uaddc \ubcd1\ubaa9\uc774 \uc0dd\uae30\uace0, \uc774\ub97c \ud574\uacb0\ud558\ub294 \uc18c\ubd80\uc7a5 \uae30\uc5c5\ub4e4\uc774 \uc8fc\ubaa9\ubc1b\ub294\ub2e4\ub294 \uc124\uba85\uc774 \ub098\uc654\ub2e4. \ud55c \uc7a5\ube44\uc5c5\uccb4 \ub300\ud45c\ub294 \uae30\uc220 \ub09c\uc81c \ud574\uacb0\uc758 \uc911\uc694\uc131\uc744 \uac15\uc870\ud558\uba70 \uc2dc\uc7a5 \uad00\uc2ec \ud655\ub300\uac00 \uc790\uc5f0\uc2a4\ub7ec\uc6b4 \ud750\ub984\uc774\ub77c\uace0 \ub367\ubd99\uc600\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;3D \ud328\ud0a4\uc9d5\uacfc \uc801\uce35 \uad6c\uc870\ub85c \uacf5\uc815\uc774 \uc804\ud658\ub418\uba74\uc11c \uc5ec\ub7ec \uc0c8\ub85c\uc6b4 \ubcd1\ubaa9\uc774 \uc0dd\uacbc\uace0, \uc774\ub97c \ud480\uc5b4\uc8fc\ub294 \uae30\uc5c5\ub4e4\uc774 \uc2dc\uc7a5\uc758 \uc8fc\ubaa9\uc744 \ubc1b\uace0 \uc788\ub2e4.&#8221;<\/p>\n<p><cite>\ud55c \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc5c5\uccb4 \ub300\ud45c(\uc5c5\uacc4)<\/cite><\/p><\/blockquote>\n<p>\uc5c5\uacc4 \ubc18\uc751\uc740 \uae0d\uc815\uc801\uc774\ub098, \uc218\uc8fc \uc720\uc9c0 \uc5ec\ubd80\uc640 \uae00\ub85c\ubc8c \uc218\uc694 \ubcc0\ub3d9\uc131\uc5d0 \ub530\ub77c \ud3c9\uac00\uac00 \ub2ec\ub77c\uc9c8 \uc218 \uc788\ub2e4\ub294 \uacbd\uacc4\ub3c4 \ub3d9\uc2dc\uc5d0 \uc81c\uae30\ub410\ub2e4.<\/p>\n<aside>\n<details>\n<summary>\uc6a9\uc5b4\/\ubc29\ubc95\ub860<\/summary>\n<p>HBM(\uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac): \uc5ec\ub7ec \uc7a5\uc758 D\ub7a8\uc744 \uc218\uc9c1 \uc801\uce35\ud574 \ub370\uc774\ud130 \uc804\uc1a1 \ud3ed\uc744 \ud06c\uac8c \ub298\ub9b0 \uba54\ubaa8\ub9ac. AI \uac00\uc18d\uae30\uc640 \ub370\uc774\ud130\uc13c\ud130 \uc11c\ubc84\uc758 \ub300\uc5ed\ud3ed \uc694\uad6c\ub97c \ucda9\uc871\uc2dc\ud0a4\ub294 \ud575\uc2ec \uc18c\uc790\ub2e4. TC\ubcf8\ub354(\uc5f4\uc555\ucc29 \ubcf8\ub354): \uc801\uce35\ub41c D\ub7a8\uc744 \uc811\ucc29\u00b7\uc815\ub82c\u00b7\uc555\ucc29\ud558\ub294 \uc7a5\ube44\ub85c, HBM \uc81c\uc870\uc758 \ud575\uc2ec \uacf5\uc815 \uc7a5\ube44\ub2e4. \uc2dc\uac00\ucd1d\uc561 \uc9d1\uacc4\ub294 \uac01 \uc0c1\uc7a5\uc0ac \uc885\uac00\uc5d0 \ubc1c\ud589\uc8fc\uc2dd\uc744 \uacf1\ud55c \uac12\uc758 \ud569\uacc4\ub97c \uc758\ubbf8\ud558\uba70, \ubcc0\ub3d9\uc131\uc5d0 \ubbfc\uac10\ud574 \uc2dc\uc810\uc5d0 \ub530\ub77c \ud070 \ucc28\uc774\uac00 \ub0a0 \uc218 \uc788\ub2e4.<\/p>\n<\/details>\n<\/aside>\n<h2>\ubd88\ud655\uc2e4\ud55c \ubd80\ubd84<\/h2>\n<ul>\n<li>\uc77c\ubd80 \uae30\uc5c5\uc758 \ud5a5\ud6c4 \uacc4\uc57d\u00b7\uc218\uc8fc \uc720\uc9c0 \uc5ec\ubd80\ub294 \ubd88\ud655\uc2e4\ud558\uba70, \ud604\uc7ac\uc758 \uc2dc\ucd1d\uc774 \uc9c0\uc18d\ub420\uc9c0\ub294 \ud655\uc778\uc774 \ud544\uc694\ud558\ub2e4.<\/li>\n<li>\uc2dc\uac00\ucd1d\uc561 \uc0c1\uc2b9\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc774 \uae30\ub300\uac10(\ubc38\ub958\uc5d0\uc774\uc158) \ubc18\uc601\uc778 \ub9cc\ud07c \ub2e8\uae30 \uc8fc\uac00 \ubcc0\ub3d9\uc131 \uc704\ud5d8\uc774 \uc874\uc7ac\ud55c\ub2e4.<\/li>\n<li>\uae30\uc0ac\uc5d0\uc11c\ub294 \uc9d1\uacc4 \ubc29\uc2dd\uc774 \ub2e8\uc77c \uc2dc\uc810(2\uc6d4 20\uc77c \uc885\uac00)\uc5d0 \uae30\ubc18\ud568\uc744 \uac10\uc548\ud574\uc57c \ud558\uba70, \ub2e4\ub978 \uc2dc\uc810 \uae30\uc900 \uc218\uce58\ub294 \ub2ec\ub77c\uc9c8 \uc218 \uc788\ub2e4.<\/li>\n<\/ul>\n<h2>\ucd1d\ud3c9<\/h2>\n<p>\uc774\ubc88 \uc2dc\uac00\ucd1d\uc561 \uae09\ub4f1\uc740 AI \uc778\ud504\ub77c \ud655\uc0b0\uc5d0 \ub530\ub978 \uc218\uc694 \uad6c\uc870 \ubcc0\ud654\uac00 \ud55c\uad6d \uc18c\ubd80\uc7a5 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uac00\uce58\ub97c \ube60\ub974\uac8c \ub04c\uc5b4\uc62c\ub9b0 \uc0ac\ub840\ub2e4. \ud2b9\ud788 HBM \uc801\uce35 \uacf5\uc815 \uad00\ub828 \uc7a5\ube44\u00b7\uac80\uc0ac\u00b7PCB\u00b7\ud2b9\uc218 \uc18c\uc7ac \ubd84\uc57c\uc5d0\uc11c \uae30\uc220 \uc6b0\uc704\ub97c \ud655\ubcf4\ud55c \uae30\uc5c5\ub4e4\uc774 \uc7ac\ud3c9\uac00\uc758 \ud575\uc2ec \ub300\uc0c1\uc774 \ub418\uc5c8\ub2e4. \uadf8\ub7ec\ub098 \ud604\uc7ac\uc758 \ubc38\ub958\uc5d0\uc774\uc158\uc740 \uae30\ub300\uac00 \ub9ce\uc774 \ubc18\uc601\ub41c \uce21\uba74\uc774 \uc788\uc5b4, \uc218\uc8fc \uc2e4\ud604 \uc5ec\ubd80\uc640 \uae00\ub85c\ubc8c \uc218\uc694 \ud750\ub984\uc744 \uba74\ubc00\ud788 \uad00\ucc30\ud574\uc57c \ud55c\ub2e4.<\/p>\n<p>\uc815\ucc45\uc801\uc73c\ub85c\ub294 \uc18c\ubd80\uc7a5 \uae30\uc5c5\uc758 \uae30\uc220 \uace0\ub3c4\ud654\uc640 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654, \uc911\uc18c\u00b7\uc911\uacac\uae30\uc5c5\uc758 \uc124\ube44 \ud22c\uc790 \uc9c0\uc6d0\uc774 \uc911\uc694\ud558\ub2e4. \ud22c\uc790\uc790 \uad00\uc810\uc5d0\uc11c\ub294 \uac1c\ubcc4 \uae30\uc5c5\uc758 \ud380\ub354\uba58\ud138\uacfc \uc218\uc8fc \ud30c\uc774\ud504\ub77c\uc778\uc744 \ud655\uc778\ud558\ub294 \uac83\uc774 \ud544\uc218\uba70, \uc0b0\uc5c5 \uc804\uccb4\uc758 \uad6c\uc870\uc801 \uc218\uc694 \ud655\ub300 \uac00\ub2a5\uc131\uc740 \uae0d\uc815\uc801 \uc2e0\ud638\ub85c \ud3c9\uac00\ub41c\ub2e4.<\/p>\n<h2>\ucd9c\ucc98<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.hankyung.com\/article\/2026022391801\" target=\"_blank\" rel=\"noopener\">\ud55c\uad6d\uacbd\uc81c(\uc5b8\ub860) \u2014 \uad00\ub828 \ubcf4\ub3c4 \ubc0f \ud55c\uacbd\uc5d0\uc774\uc140 \ub370\uc774\ud130 \uc778\uc6a9<\/a><\/li>\n<\/ul>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>\ud575\uc2ec \uc694\uc57d 23\uc77c \ub300\uccb4 \ub370\uc774\ud130 \ud50c\ub7ab\ud3fc \ud55c\uacbd\uc5d0\uc774\uc140 \uc9d1\uacc4 \uae30\uc900, \uc9c0\ub09c 20\uc77c \uc885\uac00\ub85c \uc0c1\uc704 100\uac1c \ud55c\uad6d \ubc18\ub3c4\uccb4 \uc18c\ubd80\uc7a5(\uc18c\uc7ac\u00b7\ubd80\ud488\u00b7\uc7a5\ube44) \uc0c1\uc7a5\uc0ac\ub4e4\uc758 \uc2dc\uac00\ucd1d\uc561 \ud569\uacc4\uac00 137\uc8705361\uc5b5\uc6d0\uc744 \uae30\ub85d\ud574 1\ub144 \uc804\ubcf4\ub2e4 2.5\ubc30(152%) \uc99d\uac00\ud588\ub2e4. \uc2dc\ucd1d 1\uc870\uc6d0 \uc774\uc0c1 \uae30\uc5c5 \uc218\ub294 \uc9c0\ub09c\ud574 14\uac1c\uc5d0\uc11c \uc62c\ud574 36\uac1c\ub85c \ub298\uc5b4\ub0ac\uace0, \ud55c\ubbf8\ubc18\ub3c4\uccb4 \ub4f1 HBM(\uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac) \uacf5\uae09\ub9dd \uad00\ub828 \uae30\uc5c5\uc758 \ubab8\uac12\uc774 \uae09\ub4f1\ud55c \uac83\uc774 \uc8fc\uc694 \uc6d0\uc778\uc73c\ub85c \uc9c0\ubaa9\ub41c\ub2e4. \uc774 \ubcc0\ud654\ub294 AI \uc778\ud504\ub77c \ud655\uc0b0\uc774 \uba54\ubaa8\ub9ac \ubc0f &#8230; <a title=\"&#8216;\ud55c\uad6d\uc774 \ub610 1\uc704?&#8217; \uc804\uc138\uacc4 \uae5c\uc9dd\u2026\ubab8\uac12 \ud3ed\ub4f1\uc5d0 &#8216;130\uc870&#8217; \ub6ab\uc5c8\ub2e4 &#8211; \ud55c\uad6d\uacbd\uc81c\" class=\"read-more\" href=\"https:\/\/readtrends.com\/ko\/k-hbm-suppliers-130tr\/\" aria-label=\"&#8216;\ud55c\uad6d\uc774 \ub610 1\uc704?&#8217; \uc804\uc138\uacc4 \uae5c\uc9dd\u2026\ubab8\uac12 \ud3ed\ub4f1\uc5d0 &#8216;130\uc870&#8217; \ub6ab\uc5c8\ub2e4 &#8211; \ud55c\uad6d\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":9013,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_title":"\ud55c\uad6d\uc774 \ub610 1\uc704? K\uc18c\ubd80\uc7a5 \uc2dc\ucd1d 130\uc870 \ub3cc\ud30c - \ub514\uc9c0\ud138\ub274\uc2a4","rank_math_description":"AI \uc778\ud504\ub77c \uc218\uc694 \ud3ed\uc99d\uc73c\ub85c HBM \uacf5\uae09\ub9dd\uc744 \uc911\uc2ec\uc73c\ub85c \ud55c\uad6d \ubc18\ub3c4\uccb4 \uc18c\ubd80\uc7a5 \uc0c1\uc704 100\uc0ac \uc2dc\ucd1d\uc774 1\ub144 \uc0c8 2.5\ubc30 \ubd88\uc5b4\ub098 137\uc870\uc6d0\uc744 \uae30\ub85d\ud588\ub2e4. \uc8fc\uc694 \uae30\uc5c5\ubcc4 \ubcc0\ud654\uc640 \ud5a5\ud6c4 \uc804\ub9dd\uc744 \uc815\ub9ac\ud55c\ub2e4.","rank_math_focus_keyword":"\uc18c\ubd80\uc7a5,HBM,\uc2dc\uac00\ucd1d\uc561,AI\uc778\ud504\ub77c,\ud55c\ubbf8\ubc18\ub3c4\uccb4","footnotes":""},"categories":[2],"tags":[],"class_list":["post-9017","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\/9017","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=9017"}],"version-history":[{"count":0,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/9017\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media\/9013"}],"wp:attachment":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media?parent=9017"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/categories?post=9017"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/tags?post=9017"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}