{"id":1089,"date":"2026-05-03T17:45:00","date_gmt":"2026-05-03T08:45:00","guid":{"rendered":"https:\/\/seoulcast.com\/?p=1089"},"modified":"2026-05-02T21:31:13","modified_gmt":"2026-05-02T12:31:13","slug":"%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%eb%8f%85%ec%a3%bc-%eb%81%9d%eb%82%ac%eb%8b%a4-5%ec%9b%94-%ea%b3%84%ec%a2%8c%eb%a5%bc-10%eb%b0%b0-%eb%b6%88%eb%a0%a4%ec%a4%84-%ec%a0%9c2%ec%9d%98-amd%ec%99%80","status":"publish","type":"post","link":"https:\/\/seoulcast.com\/?p=1089","title":{"rendered":"\uc5d4\ube44\ub514\uc544 \ub3c5\uc8fc \ub05d\ub0ac\ub2e4? 5\uc6d4 \uacc4\uc88c\ub97c 10\ubc30 \ubd88\ub824\uc904 &#8216;\uc81c2\uc758 AMD&#8217;\uc640 AI \ub300\uc7a5\uc8fc 3\uc778\ubc29!"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udccc \ud575\uc2ec \uc694\uc57d (Key Takeaways)<\/h2>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">\uc624\ub298\uc758 \ud575\uc2ec 3\uc904 \uc694\uc57d \u2014 \ubc14\uc05c \ud22c\uc790\uc790\ub77c\uba74 \uc774\uac83\ub9cc \uae30\uc5b5\ud558\uc138\uc694<\/p>\n<\/blockquote>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AI \uc0b0\uc5c5\uc758 \uc9c4\uc9dc \ubcd1\ubaa9\uc740 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc544\ub2cc \ubb3c\ub9ac\uc801 \uc778\ud504\ub77c\uc5d0 \uc788\uc73c\uba70<\/strong>, \uc2a4\ub9c8\ud2b8 \uba38\ub2c8\ub294 \uc774\ub97c \ud574\uacb0\ud558\ub294 \uae30\uc5c5\uc73c\ub85c \uc870\uc6a9\ud788 \uc774\ub3d9 \uc911\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc5e0\ucf54(AMKR), \ud06c\ub798\ub3c4(CRDO), \uc54c\ub8e8\ub9c8(ALUA), AMD<\/strong>\u00a0\u2014 4\uac1c \uae30\uc5c5\uc774 \uce69 \uc870\ub9bd \u2192 \uc5f0\uacb0 \u2192 \ub0c9\uac01 \u2192 \uc5f0\uc0b0\uc758 \uc804\uccb4 \ubcd1\ubaa9\uc744 \uac01\uac01 \ud574\uacb0\ud558\ub294 \uad6c\uc870\uc801 \ud544\uc5f0\uc131\uc744 \uac16\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>AI \uc2dc\uc7a5\uc774 &#8216;\ud559\uc2b5&#8217; \ub2e8\uacc4\uc5d0\uc11c &#8216;\ucd94\ub860&#8217; \ub2e8\uacc4\ub85c \uc804\ud658\ub420\uc218\ub85d GPU\ubfd0\ub9cc \uc544\ub2c8\ub77c CPU\ub97c \ubaa8\ub450 \ubcf4\uc720\ud55c\u00a0<strong>AMD\uc758 \uc774\uc911 \uc218\ud61c<\/strong>\u00a0\uac00\ub2a5\uc131\uc774 \uc8fc\ubaa9\ub429\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\uc11c\ub860 \u2014 AI \ubc84\ube14 \uacf5\ud3ec \uc18d, \uc9c4\uc9dc \uc790\ubcf8\uc740 \uc5b4\ub514\ub85c \uac14\ub294\uac00?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">3\uc6d4 \ub9d0\ubd80\ud130 4\uc6d4 \ucd08, \ubbf8\uad6d \uc99d\uc2dc\ub294 \uc608\uc0c1\uce58 \ubabb\ud55c \ubcc0\ub3d9\uc131 \ud3ed\ud48d\uc744 \ub9de\uc558\uc2b5\ub2c8\ub2e4. \ub098\uc2a4\ub2e5\uacfc S&amp;P500\uc774 \ud754\ub4e4\ub9ac\uace0 &#8220;AI \ubc84\ube14\uc774 \ud130\uc9c0\ub294 \uac83 \uc544\ub2c8\ub0d0&#8221;\ub294 \ubd88\uc548\uac10\uc774 \uc2dc\uc7a5\uc744 \ub4a4\ub36e\uc5c8\uc8e0. \uc720\ud29c\ube0c\uc640 SNS\uc5d0\uc11c\ub294 \uacf5\ud3ec \uc9c0\uc218(VIX) \uc0c1\uc2b9\uc744 \ub450\uace0 \uc628\uac16 \ubd84\uc11d\uc774 \uc3df\uc544\uc84c\uace0, \uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc740 \ubcf4\uc720 \ud3ec\uc9c0\uc158\uc744 \uc5b4\ub5bb\uac8c \ud574\uc57c \ud560\uc9c0 \ubc24\uc7a0\uc744 \uc124\ucce4\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7f0\ub370 \ubc14\ub85c \uadf8 \ud63c\ub3c8\uc758 \uc2dc\uac04 \ub3d9\uc548, \uc9c4\uc9dc \ub611\ub611\ud55c \uc790\ubcf8\uc740 \ud45c\uba74\uc801\uc778 \ud5e4\ub4dc\ub77c\uc778 \ub274\uc2a4\ub97c \ub5a0\ub098 \uc804\ud600 \ub2e4\ub978 \uacf3\uc744 \ud5a5\ud558\uace0 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624 \ud300\uc774 \ub370\uc774\ud130 \ud750\ub984\uc744 \ucad3\uc544\uac00 \ubcf4\ub2c8 \uc2a4\ub9c8\ud2b8 \uba38\ub2c8\ub294&nbsp;<strong>AI\uc758 \ubb3c\ub9ac\uc801 \ud55c\uacc4\ub97c \uc9c1\uc811 \ud574\uacb0\ud558\ub294 \uc778\ud504\ub77c \uae30\uc5c5\ub4e4<\/strong>\uc5d0 \uc870\uc6a9\ud788, \ud558\uc9c0\ub9cc \uac15\ub825\ud558\uac8c \ubca0\ud305\ud558\uace0 \uc788\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub77c\ub294 \ub2e8\uc5b4\ub97c \ub4e4\uc73c\uba74 ChatGPT \uac19\uc740 \ub9c8\ubc95 \uac19\uc740 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub098 \ucd5c\ucca8\ub2e8 \uce69 \ud558\ub098\ub9cc \ub5a0\uc62c\ub9ac\uae30 \uc27d\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uadf8 \ud601\uc2e0\uc801\uc778 \uc5f0\uc0b0\uc774 \uc6b0\ub9ac \ub208\uc55e\uc758 \ubaa8\ub2c8\ud130\uc5d0 \ub3c4\ub2ec\ud558\uae30\uae4c\uc9c0 \ubb3c\ub9ac\uc801\uc778 \uc138\uacc4\uc5d0\uc11c\ub294 \uc815\ub9d0 \uc5c4\uccad\ub09c \uc804\uc7c1\uc774 \ubc8c\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce69\uc744 \uc5b4\ub5bb\uac8c \uc870\ub9bd\ud560 \uac83\uc778\uac00, \uc218\ucc9c \uac1c\uc758 \uce69\uc744 \uc5b4\ub5bb\uac8c \uc5f0\uacb0\ud560 \uac83\uc778\uac00, \uadf8\ub9ac\uace0 \uac70\uae30\uc11c \ubfdc\uc5b4\uc838 \ub098\uc624\ub294 \uc6a9\uad11\ub85c \uac19\uc740 \uc5f4\uc744 \uc5b4\ub5bb\uac8c \uc2dd\ud790 \uac83\uc778\uac00. \uc9c0\uae08 \uc2dc\uc7a5\uc758 \uc790\ubcf8\uc740 \ubc14\ub85c \uc774 \uac70\ub300\ud55c \ubb3c\ub9ac\uc801 \ubcd1\ubaa9 \ud604\uc0c1\uc744 \ub6ab\uc5b4\ub0b4\ub294 \uae30\uc5c5\ub4e4\uc5d0\uac8c \uac15\ub825\ud558\uac8c \ubca0\ud305\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ub298 \uc2ec\uce35 \ubd84\uc11d\uc758 \ucd9c\ubc1c\uc810\uc740 \ub180\ub78d\uac8c\ub3c4 \ucee4\ud53c \ud30c\ub294 \uc2a4\ud0c0\ubc85\uc2a4\uc785\ub2c8\ub2e4. \uc5b4\ub5bb\uac8c \uc2a4\ud0c0\ubc85\uc2a4\uac00 AI \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790\uc758 \uc5f4\uc1e0\uac00 \ub418\ub294\uc9c0, \uadf8\ub9ac\uace0 \uc774 \uc6d0\ub9ac\uac00 \uc5e0\ucf54(AMKR), \ud06c\ub798\ub3c4(CRDO), \uc54c\ub8e8\ub9c8(ALUA), AMD\ub85c \uc5b4\ub5bb\uac8c \uc5f0\uacb0\ub418\ub294\uc9c0 \uc9c0\uae08\ubd80\ud130 \ub0b1\ub0b1\uc774 \ud30c\ud5e4\uccd0 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190415.630-1-1024x576.png\" alt=\"\" class=\"wp-image-1119\" srcset=\"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190415.630-1-1024x576.png 1024w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190415.630-1-300x169.png 300w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190415.630-1-768x432.png 768w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190415.630-1.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">\uc139\uc158 1: \uc2a4\ud0c0\ubc85\uc2a4\uc5d0\uc11c \ubc30\uc6b0\ub294 \ucc98\ub9ac\ub7c9(Throughput)\uc758 \uacbd\uc81c\ud559<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\uc8fc\ubb38 \ud2b8\ub798\ud53d\uc744 \ub370\uc774\ud130 \ud328\ud0b7\uc73c\ub85c \ubcf4\ub2e4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\uadfc \uc2a4\ud0c0\ubc85\uc2a4 \uc8fc\uac00\uac00 V\uc790 \ubc18\ub4f1\uc744 \ubcf4\uc774\uba70 \uc2dc\uc7a5\uc744 \ub180\ub77c\uac8c \ud588\uc2b5\ub2c8\ub2e4. \uadf8 \uc911\uc2ec\uc5d0\ub294 \uce58\ud3f4\ub808(Chipotle)\ub97c \uc138\uacc4\uc801 \ud6a8\uc728\uc131\uc758 \uc544\uc774\ucf58\uc73c\ub85c \ub9cc\ub4e0 \ube0c\ub77c\uc774\uc5b8 \ub2c8\ucf08(Brian Niccol) CEO \uc601\uc785\uc774 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub978\ubc14 &#8216;\ub2c8\ucf08 \ud6a8\uacfc&#8217;\uc8e0. \uadf8\ub7f0\ub370 \uadf8\uac00 \uc2a4\ud0c0\ubc85\uc2a4\uc5d0 \uc640\uc11c \ud55c \uc77c\uc774 \ub2e8\uc21c\ud55c \uba54\ub274 \ucd95\uc18c\ub098 \uc778\ub825 \ucda9\uc6d0\uc774 \uc544\ub2c8\uc5c8\ub2e4\ub294 \ub370 \uc8fc\ubaa9\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2c8\ucf08 CEO\ub294 \uace0\uac1d \uc8fc\ubb38\uc744 \ub370\uc774\ud130 \ud328\ud0b7(Data Packet)\ucc98\ub7fc \ucde8\uae09\ud588\uc2b5\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8\ud3f0 \uc571 &#8216;\uc0ac\uc774\ub80c \uc624\ub354&#8217;, \ub9e4\uc7a5 \ub0b4 \uc6cc\ud0b9 \uc8fc\ubb38, \ub4dc\ub77c\uc774\ube0c\uc2a4\ub8e8 \ucc28\ub7c9 \uc8fc\ubb38 \u2014 \uc774 \uc138 \uac00\uc9c0 \uc11c\ub85c \ub2e4\ub978 \uc18d\ub3c4\uc640 \ud2b9\uc131\uc758 \ud2b8\ub798\ud53d\uc774 \uae30\uc874\uc5d0\ub294 \ubc14\ub9ac\uc2a4\ud0c0\ub77c\ub294 \ub2e8\uc77c CPU\uc5d0 \ubb34\uc9c8\uc11c\ud558\uac8c \uc3df\uc544\uc9c0\uba74\uc11c \uac70\ub300\ud55c \ubcd1\ubaa9\uc744 \ub9cc\ub4e4\uc5b4 \ub0c8\uc2b5\ub2c8\ub2e4. \ucd9c\uadfc \uc2dc\uac04\ub300\uc5d0 \ucee4\ud53c \ud55c \uc794 \ubc1b\uc73c\ub824\uace0 20\ubd84\uc529 \uae30\ub2e4\ub9ac\ub294 \ubc14\ub85c \uadf8 \ud604\uc0c1\uc774\uc8e0.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2c8\ucf08\uc740 \uc774 \ud2b8\ub798\ud53d\ub4e4\uc744 \uace0\ub3c4\ud654\ub41c \uc54c\uace0\ub9ac\uc998\uc73c\ub85c \ubd84\ub9ac\ud558\uace0 \uc74c\ub8cc \uc81c\uc870 \uc21c\uc11c\uc640 \ud0c0\uc774\ubc0d\uc744 \uae30\uacc4\uc801\uc73c\ub85c \ucd5c\uc801\ud654\ud588\uc2b5\ub2c8\ub2e4. \uc9c1\uc6d0\ub4e4\uc774 \uc74c\ub8cc\ub97c \ub9cc\ub4dc\ub294 \uc21c\uc11c\uc640 \uc2dc\uac04\uc744 \uc815\ubc00\ud558\uac8c \ud1b5\uc81c\ud574\uc11c \uac00\uc7a5 \uc9e7\uc740 \uc2dc\uac04\uc5d0 \uac00\uc7a5 \ub9ce\uc740 \uc74c\ub8cc\uac00 \uace0\uac1d \uc190\uc5d0 \uc950\uc5b4\uc9c0\ub3c4\ub85d \ub9cc\ub4e0 \uac83\uc774\uc8e0. \uacb0\uacfc\ub294 \uadf9\uc801\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uac19\uc740 \uc7ac\ub8cc, \uac19\uc740 \uc0ac\ub78c, \uac19\uc740 \uacf5\uac04\uc5d0\uc11c&nbsp;<strong>\ub2e8\uc704 \uc2dc\uac04\ub2f9 \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 \uc8fc\ubb38\ub7c9(\ucc98\ub9ac\ub7c9, Throughput)\uc744 \ud3ed\ubc1c\uc801\uc73c\ub85c \ub04c\uc5b4\uc62c\ub9b0 \uac83<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacb0\uad6d \uc624\ud504\ub77c\uc778 \ub9e4\uc7a5\uc5d0\uc11c \uc544\ub0a0\ub85c\uadf8\uc801\uc778 \ucee4\ud53c\ub97c \ud30c\ub294 \uae30\uc5c5\uc870\ucc28\ub3c4 \ub208\uc5d0 \ubcf4\uc774\uc9c0 \uc54a\ub294 \uc54c\uace0\ub9ac\uc998\uacfc \ud2b8\ub798\ud53d \ubd84\uc0b0 \uae30\uc220\uc774 \uc5c6\uc73c\uba74 \uc0b4\uc544\ub0a8\uc744 \uc218 \uc5c6\ub294 \uc2dc\ub300\uac00 \ub410\uc2b5\ub2c8\ub2e4. \ud6a8\uc728\uc131\uc758 \ud55c\uacc4\ub97c \ub3cc\ud30c\ud574\uc57c\ub9cc \uc218\uc775\uc774 \ub098\ub294 \uad6c\uc870\uac00 \ub41c \uac83\uc785\ub2c8\ub2e4. \uc774 \uc6d0\ub9ac\uac00 \ubc14\ub85c \uc624\ub298 \uc0b4\ud3b4\ubcfc AI \ub370\uc774\ud130\uc13c\ud130 \uc778\ud504\ub77c \uae30\uc5c5\ub4e4\uc774 \ud574\uacb0\ud558\ub824\ub294 \ubb38\uc81c\uc758 \ud575\uc2ec\uacfc \uc815\ud655\ud788 \uc77c\uce58\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190456.640-2-1024x576.png\" alt=\"\" class=\"wp-image-1120\" srcset=\"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190456.640-2-1024x576.png 1024w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190456.640-2-300x169.png 300w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190456.640-2-768x432.png 768w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190456.640-2.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc139\uc158 2: \uccab \ubc88\uc9f8 \ubcd1\ubaa9 \u2014 \uce69\uc744 \uc313\ub294 \uadf9\ud55c\uc758 \uae30\uc220, \uc5e0\ucf54(AMKR)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\ud328\ud0a4\uc9d5\uc740 \ub354 \uc774\uc0c1 \ub2e8\uc21c \ud3ec\uc7a5\uc774 \uc544\ub2c8\ub2e4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc544\ubb34\ub9ac \ud6cc\ub96d\ud55c AI \uc54c\uace0\ub9ac\uc998\uc774 \uc788\uc5b4\ub3c4 \uacb0\uad6d \ubb3c\ub9ac\uc801\uc778 \ubc18\ub3c4\uccb4 \uce69 \uc548\uc5d0\uc11c \uc5f0\uc0b0\uc774 \uc774\ub8e8\uc5b4\uc838\uc57c \ud569\ub2c8\ub2e4. \uc5ec\uae30\uc11c AI \uc0b0\uc5c5\uc758 \uccab \ubc88\uc9f8 \uac70\ub300\ud55c \ubb3c\ub9ac\uc801 \ubcd1\ubaa9\uc774 \ubc1c\uc0dd\ud569\ub2c8\ub2e4. \uadf8\ub9ac\uace0 \uc774 \ubcd1\ubaa9\uc744 \ud574\uacb0\ud558\ub294 \uae30\uc5c5\uc774 \ubc14\ub85c \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \ubd84\uc57c\uc758 \uc120\ub450\uc8fc\uc790&nbsp;<strong>\uc5e0\ucf54 \ud14c\ud06c\ub180\ub85c\uc9c0(Amkor Technology, AMKR)<\/strong>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8216;\ud328\ud0a4\uc9d5&#8217;\uc774\ub77c\ub294 \ub2e8\uc5b4\ub97c \ub4e4\uc73c\uba74 \ub9ce\uc740 \ubd84\ub4e4\uc774 \uc644\uc131\ub41c \uce69\uc744 \ud50c\ub77c\uc2a4\ud2f1 \ucf00\uc774\uc2a4\uc5d0 \ub2f4\ub294 \ub2e8\uc21c \uc791\uc5c5\uc744 \ub5a0\uc62c\ub9bd\ub2c8\ub2e4. \uacfc\uac70\uc5d0\ub294 \uc2e4\uc81c\ub85c \uadf8\ub7ac\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc624\ub298\ub0a0\uc740 \uc644\uc804\ud788 \ub2e4\ub985\ub2c8\ub2e4. \uce69\uc758 \ud68c\ub85c\uac00 \ub098\ub178\ubbf8\ud130(nm) \ub2e8\uc704\ub85c \uadf9\ub3c4\ub85c \ubbf8\uc138\ud574\uc9c0\uba74\uc11c \ub354 \uc774\uc0c1 \ub2e8\uc77c \uce69\uc5d0 \ubaa8\ub4e0 \uae30\ub2a5\uc744 \uc9d1\uc57d\ud558\ub294 \uac83\uc774 \ubb3c\ub9ac\uc801\uc73c\ub85c \ubd88\uac00\ub2a5\ud574\uc84c\uc2b5\ub2c8\ub2e4. \uc774\ub978\ubc14 &#8216;\ubb34\uc5b4\uc758 \ubc95\uce59(Moore&#8217;s Law)&#8217;\uc758 \ubb3c\ub9ac\uc801 \ud55c\uacc4\uc5d0 \ubd80\ub52a\ud78c \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ud55c\uacc4\ub97c \ub3cc\ud30c\ud558\uae30 \uc704\ud574 \uc0b0\uc5c5\uc740 \uce69\ub81b(Chiplet) \ubc29\uc2dd\uc744 \ucc44\ud0dd\ud588\uc2b5\ub2c8\ub2e4. \uac01\uae30 \ub2e4\ub978 \uae30\ub2a5\uc744 \ub2f4\ub2f9\ud558\ub294 \uc5ec\ub7ec \uac1c\uc758 \ubbf8\uc138 \uce69\ub4e4\uc744 \ub808\uace0 \ube14\ub85d\ucc98\ub7fc 3\ucc28\uc6d0\uc73c\ub85c \uc704\ub85c \uc313\uace0 \uc606\uc73c\ub85c \uc5f0\uacb0\ud558\ub294 \ubc29\uc2dd\uc785\ub2c8\ub2e4. \uba38\ub9ac\uce74\ub77d \uad75\uae30\uc758 \uc218\ub9cc \ubd84\uc758 1\uc5d0 \ubd88\uacfc\ud55c \uad6c\ub9ac\uc120\ub4e4\uc774 \ub2e8 \ud55c \uce58\uc758 \uc624\ucc28\ub3c4 \uc5c6\uc774 \uc5f0\uacb0\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc120 \ud558\ub098\uac00 \ub04a\uc5b4\uc9c0\uba74? \uc218\ucc9c\ub9cc \uc6d0\uc9dc\ub9ac AI \uce69 \uc804\uccb4\uac00 \uc4f0\ub808\uae30\ud1b5\uc73c\ub85c \uc9c1\ud589\ud569\ub2c8\ub2e4. \uc774\uac83\uc740 \ub2e8\uc21c\ud788 \uaecd\ub370\uae30\ub97c \uc50c\uc6b0\ub294 \uac8c \uc544\ub2c8\ub77c&nbsp;<strong>\ub9c8\uc774\ud06c\ub85c\ubbf8\ud130 \ub2e8\uc704\uc758 \uace0\uc18d\ub3c4\ub85c\ub97c \uc124\uacc4\ud558\uace0 \uac74\uc124\ud558\ub294 \uadf9\ud55c\uc758 \uc815\ubc00 \uacf5\ud559<\/strong>\uc778 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5e0\ucf54\ub294 \ubc14\ub85c \uc774 \ucc28\uc138\ub300 \ud328\ud0a4\uc9d5(Advanced Packaging) \ubd84\uc57c\uc5d0\uc11c \uc5d4\ube44\ub514\uc544(NVIDIA)\uc758 \uc808\ub300\uc801\uc778 \ud30c\ud2b8\ub108\uc785\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uac00 \uc544\ubb34\ub9ac \ub6f0\uc5b4\ub09c \uce69\uc744 \uc124\uacc4\ud574\ub3c4, \uadf8\uac83\uc744 \ubb3c\ub9ac\uc801\uc73c\ub85c \uc870\ub9bd\ud558\ub294 \ud30c\ud2b8\ub108\uac00 \uc5c6\uc73c\uba74 \uc2dc\uc7a5\uc5d0 \ub098\uc62c \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uc758 GPU \uc218\uc694\uac00 \ud3ed\ubc1c\ud560\uc218\ub85d \uc5e0\ucf54\uc758 \uacf5\uc7a5\uc740 24\uc2dc\uac04 \ud480 \uac00\ub3d9\ub420 \uc218\ubc16\uc5d0 \uc5c6\ub294 \uad6c\uc870\uc801 \ud544\uc5f0\uc131\uc774 \uc5ec\uae30\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uc5e0\ucf54 \uc8fc\uac00\ub294 \ucd5c\uadfc \ud55c \ub2ec\uac04 \uc57d 65% \uae09\ub4f1 \ud6c4 15% \uc870\uc815\uc744 \ubc1b\uc558\uc2b5\ub2c8\ub2e4. \ud575\uc2ec \uc9c8\ubb38\uc740 \ub2e8 \ud558\ub098\uc785\ub2c8\ub2e4. &#8220;\uc5d4\ube44\ub514\uc544 \uce69\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uaebe\uc600\ub294\uac00?&#8221; \ub300\ub2f5\uc774 &#8216;\uc544\ub2c8\uc624&#8217;\ub77c\uba74, \uc5e0\ucf54\uc758 \uacf5\uc7a5 \uac00\ub3d9\ub960 \uc5ed\uc2dc \uaebe\uc77c \uc774\uc720\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc139\uc158 3: \ub450 \ubc88\uc9f8 \ubcd1\ubaa9 \u2014 \uce69\uc744 \uc5f0\uacb0\ud558\ub294 \ud608\uad00, \ud06c\ub798\ub3c4(CRDO)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\uc561\ud2f0\ube0c \uc804\uae30 \ucf00\uc774\ube14(AEC)\uc774 \ud601\uba85\uc778 \uc774\uc720<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5e0\ucf54\uac00 \uc218\ucc9c\ub9cc \uc6d0\uc9dc\ub9ac \uce69\ub4e4\uc744 \uc644\ubcbd\ud558\uac8c \uc870\ub9bd\ud574\uc11c \ub370\uc774\ud130\uc13c\ud130\uc5d0 \ub0a9\ud488\ud588\ub2e4\uace0 \uac00\uc815\ud574 \ubd05\uc2dc\ub2e4. \uc774 \uce69\ub4e4\uc740 \uc11c\ubc84 \ub799(Rack) \uc548\uc5d0\uc11c \uc11c\ub85c \ub04a\uc784\uc5c6\uc774 \ub300\ud654\ud574\uc57c \ud569\ub2c8\ub2e4. \ub370\uc774\ud130\ub97c \uc8fc\uace0\ubc1b\uc544\uc57c AI \ud559\uc2b5\ub3c4 \ud558\uace0 \ucd94\ub860\ub3c4 \ud560 \uc218 \uc788\uc73c\ub2c8\uae4c\uc694. \uc5ec\uae30\uc11c \ub450 \ubc88\uc9f8 \ubb3c\ub9ac\uc801 \ubcd1\ubaa9\uc774 \ub4f1\uc7a5\ud569\ub2c8\ub2e4. \ubc14\ub85c \uce69\uacfc \uce69, \uc11c\ubc84\uc640 \uc11c\ubc84\ub97c \uc787\ub294 \uc5f0\uacb0\uc120\uc758 \ubb38\uc81c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \ubd84\ub4e4\uc774 &#8220;\ub2f9\uc5f0\ud788 \uad11\uc12c\uc720(Optical Fiber)\uac00 \ucd5c\uace0 \uc544\ub2cc\uac00\uc694?&#8221;\ub77c\uace0 \uc0dd\uac01\ud569\ub2c8\ub2e4. \ub3c4\uc2dc\uc640 \ub3c4\uc2dc, \ub370\uc774\ud130\uc13c\ud130 \uac74\ubb3c \uac04\uc758 \uc7a5\uac70\ub9ac \uc804\uc1a1\uc5d0\uc11c\ub294 \ub9de\ub294 \ub9d0\uc785\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc6b0\ub9ac\uac00 \uc9c0\uae08 \uc774\uc57c\uae30\ud558\ub294 \uac74 \uc11c\ubc84 \ub799 \uc548\uc5d0\uc11c \uce69\uacfc \uce69\uc774 \ud1b5\uc2e0\ud558\ub294 5m~15m \uc774\ub0b4\uc758 \ucd08\ub2e8\uac70\ub9ac\uc785\ub2c8\ub2e4. \uc774 \uc9e7\uc740 \uac70\ub9ac\uc5d0\uc11c \uc218\ub9cc \uac00\ub2e5\uc758 \uad11\uc12c\uc720\ub97c \uc5f0\uacb0\ud558\uba74 \ube44\uc6a9\uc774 \ud3ed\ubc1c\ud569\ub2c8\ub2e4. \uad11\uc12c\uc720\ub294 \ub05d\ub2e8\ub9c8\ub2e4 \ube5b\uc744 \uc804\uae30\uc2e0\ud638\ub85c \ubc14\uafd4\uc8fc\ub294 \uace0\uac00\uc758 \uad11\ud559 \uc7a5\ube44\ub97c \ub2ec\uc544\uc57c \ud558\uace0, \uad6c\ubd80\ub7ec\uc9c0\uba74 \ud30c\uc190\ub418\uae30\ub3c4 \uc27d\uc2b5\ub2c8\ub2e4. \ubc18\ub300\ub85c \uae30\uc874 \uad6c\ub9ac\uc120\uc740 \uc800\ub834\ud558\uc9c0\ub9cc, \ucd08\uace0\uc18d\uc73c\ub85c \ub370\uc774\ud130\ub97c \ubc00\uc5b4 \ub123\uc73c\uba74 \uc2e0\ud638\uac00 \uc911\uac04\uc5d0 \ud769\uc5b4\uc838 \ubc84\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud06c\ub798\ub3c4 \ud14c\ud06c\ub180\ub85c\uc9c0(Credo Technology, CRDO)<\/strong>\ub294 \uc774 \ub51c\ub808\ub9c8\ub97c \uae30\ub9c9\ud78c \ubc29\ubc95\uc73c\ub85c \ud574\uacb0\ud588\uc2b5\ub2c8\ub2e4. \uad6c\ub9ac\uc120 \uc591\ub05d\uc5d0 \ub9c8\uc774\ud06c\ub85c \ubc18\ub3c4\uccb4 \uce69\uc744 \ub0b4\uc7a5\ud574\uc11c, \ub370\uc774\ud130\uac00 \uc774\ub3d9\ud558\uba70 \uc57d\ud574\uc9c0\ub294 \uc2e0\ud638\ub97c \uc2e4\uc2dc\uac04\uc73c\ub85c \uc99d\ud3ed\uc2dc\ud0a4\ub294 &#8216;\uc561\ud2f0\ube0c \uc804\uae30 \ucf00\uc774\ube14(Active Electrical Cable, AEC)&#8217;\uc744 \uac1c\ubc1c\ud55c \uac83\uc785\ub2c8\ub2e4. \ucf00\uc774\ube14 \uc790\uccb4\uc5d0 \uc9c0\ub2a5\uc744 \ubd80\uc5ec\ud55c \uc148\uc785\ub2c8\ub2e4. \uad11\uc12c\uc720\ub9cc\ud07c \ube44\uc2f8\uc9c0 \uc54a\uc73c\uba74\uc11c\ub3c4 \ucd08\ub2e8\uac70\ub9ac\uc5d0\uc11c\ub294 \uad11\uc12c\uc720\uc5d0 \ud544\uc801\ud558\ub294 \uc18d\ub3c4\ub97c \ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud06c\ub798\ub3c4\ub294 \ucd5c\uadfc \ud55c \ub2ec\uac04 \uc57d 90% \uc218\uc9c1 \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. IP(\uc9c0\uc801\uc7ac\uc0b0\uad8c) \ubd84\uc7c1\uc774 \uc720\ub9ac\ud558\uac8c \ub9c8\ubb34\ub9ac\ub418\uba70 \ubd88\ud655\uc2e4\uc131\uc774 \uac77\ud78c \ub355\ubd84\uc785\ub2c8\ub2e4. \uc911\uc694\ud55c \uac83\uc740 \uc774 \uae09\ub4f1 \uc774\ud6c4\uc5d0\ub3c4 \uc2dc\uc7a5 \uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc758 \ud3c9\uade0 \ubaa9\ud45c\uac00 \uc0c1\ub2e8\uae4c\uc9c0&nbsp;<strong>\uc57d 30%\uc758 \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\ub825\uc774 \ub0a8\uc544\uc788\ub2e4<\/strong>\ub294 \uc810\uc785\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 \uc774\uc81c\uc57c \uc804 \uc138\uacc4\uc5d0 \uac74\uc124\ub420 AI \ub370\uc774\ud130\uc13c\ud130\uc5d0 \uae54\ub9b4 \uc218\ubc31\ub9cc \uac00\ub2e5\uc758 \ucf00\uc774\ube14 \uc218\uc694\ub97c \uc8fc\uac00\uc5d0 \ubcf8\uaca9 \ubc18\uc601\ud558\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190545.544-1-1024x576.png\" alt=\"\" class=\"wp-image-1121\" srcset=\"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190545.544-1-1024x576.png 1024w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190545.544-1-300x169.png 300w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190545.544-1-768x432.png 768w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190545.544-1.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc139\uc158 4: \uc138 \ubc88\uc9f8 \ubcd1\ubaa9 \u2014 AI\uc758 \uc5f4\ubcd1\uc744 \ub044\ub2e4, \uc54c\ub8e8\ub9c8(ALUA)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\uc804\uc790 \ub300\uc2e0 \ube5b\uc73c\ub85c \u2014 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ud601\uba85<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9d1\uc5d0\uc11c \uace0\uc0ac\uc591 \uac8c\uc774\ubc0d PC \ud558\ub098\ub9cc \ub3cc\ub824\ub3c4 \ubc29\uc774 \ud6c8\ud6c8\ud574\uc9d1\ub2c8\ub2e4. \uc218\ub9cc \uac1c\uc758 \ucd08\uace0\uc131\ub2a5 \uce69\uc774 24\uc2dc\uac04 \uc5f0\uc0b0\uc744 \uc3df\uc544\ub0b4\ub294 AI \ub370\uc774\ud130\uc13c\ud130\uc758 \uc5f4\uae30\ub294 \uc5b4\ub290 \uc815\ub3c4\uc77c\uae4c\uc694? \uc2e4\uc81c\ub85c \ud604\uc7ac \ub9ce\uc740 \ub300\ud615 \ub370\uc774\ud130\uc13c\ud130\uc5d0\uc11c \uc804\uae30 \uc18c\ube44\ub7c9\uc758 \uc808\ubc18 \uc774\uc0c1\uc774 \ub0c9\uac01 \uc7a5\uce58\ub97c \ub3cc\ub9ac\ub294 \ub370 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uc5f0\uc0b0\uc5d0 \uc4f0\ub294 \uc804\uae30\ubcf4\ub2e4 \uc5d0\uc5b4\ucee8\uc5d0 \uc4f0\ub294 \uc804\uae30\uac00 \ub354 \ub9ce\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc65c \uc774\ub807\uac8c \uc5f4\uc774 \ub9ce\uc774 \ub0a0\uae4c\uc694? \uad6c\ub9ac\uc120\uc744 \ud1b5\ud574 \uc804\uc790\uac00 \uc774\ub3d9\ud560 \ub54c \uae08\uc18d \uc6d0\uc790\ub4e4\uacfc \ucda9\ub3cc\ud558\uba70 \ub9c8\ucc30\uc5f4\uc774 \ubc1c\uc0dd\ud569\ub2c8\ub2e4. \uc18d\ub3c4\ub97c \ub192\uc774\ub824\uace0 \ub370\uc774\ud130\ub97c \ub354 \ub9ce\uc774 \ubc00\uc5b4 \ub123\uc744\uc218\ub85d \uc774 \ub9c8\ucc30\uc5f4\uc740 \uae30\ud558\uae09\uc218\uc801\uc73c\ub85c \ub298\uc5b4\ub0a9\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c \ub370\uc774\ud130\uc13c\ud130 \uc804\uae30\uc758 \uc808\ubc18 \uc774\uc0c1\uc774 \ub0c9\uac01\uc7a5\uce58 \ub3cc\ub9ac\ub294 \ub370 \uc4f0\uc774\ub294 \uae30\ud604\uc0c1\uc774 \ubc8c\uc5b4\uc9c0\uace0 \uc788\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc54c\ub8e8\ub9c8(Aluma, ALUA)<\/strong>\ub294 \uc774 \ub9c8\ucc30 \uc790\uccb4\ub97c \uc6d0\ucc9c\uc801\uc73c\ub85c \uc5c6\uc560\ubc84\ub9ac\ub294 \uc811\uadfc\ubc95\uc744 \ud0dd\ud588\uc2b5\ub2c8\ub2e4. \uae30\uc874 \uc2e4\ub9ac\ucf58 \uae30\ud310 \uc704\uc5d0 \ud000\ud140\ub2ec \ub808\uc774\uc800(Quantum-dot Laser) \uae30\uc220\uc744 \ud1b5\ud569\ud574\uc11c, \uc804\uae30\uc2e0\ud638 \ub300\uc2e0 \ube5b(\uad11\uc790, Photon)\uc73c\ub85c \ub370\uc774\ud130\ub97c \uc804\uc1a1\ud558\ub294 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4(Silicon Photonics) \uae30\uc220\uc744 \uac1c\ubc1c\ud55c \uac83\uc785\ub2c8\ub2e4. \ube5b\uc740 \uae08\uc18d \uc6d0\uc790\uc640 \ucda9\ub3cc\ud558\uc9c0 \uc54a\uc73c\ub2c8 \ub9c8\ucc30\uc774 \uc5c6\uace0, \uc5f4 \ubc1c\uc0dd\uc774 \ud68d\uae30\uc801\uc73c\ub85c \uc904\uc5b4\ub4ed\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uc804\uc1a1 \uc18d\ub3c4\ub294 \uc804\uc790 \ubc29\uc2dd\uc744 \uc555\ub3c4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc54c\ub8e8\ub9c8\ub294 \ucd5c\uadfc NASA\ub97c \ube44\ub86f\ud55c \uc8fc\uc694 \uc815\ubd80 \uae30\uad00\ub4e4\uacfc \uae30\uc220 \uc0c1\uc6a9\ud654 \uacc4\uc57d\uc744 \ub9fa\uc5c8\uc2b5\ub2c8\ub2e4. \uc62c\ud574 \uc5f0\ub9d0\uae4c\uc9c0 \uc0c1\uc5c5\uc6a9 \ub300\ub7c9 \uc0dd\uc0b0 \ub3cc\uc785\uc774 \uc608\uc815\ub418\uc5b4 \uc788\uc73c\uba70, \uc774 \uae30\ub300\uac10\uc774 \ucd5c\uadfc \ud55c \ub2ec\uac04 \uc8fc\uac00\ub97c \uc57d 60% \ub04c\uc5b4\uc62c\ub9b0 \uc6d0\ub3d9\ub825\uc785\ub2c8\ub2e4. \ub354 \uc7a5\uae30\uc801\uc73c\ub85c\ub294 2~3\ub144 \ud6c4 \uae30\uc874 \ub370\uc774\ud130\uc13c\ud130\ub4e4\uc774 \uc804\ub825\uacfc \uc5f4 \ud6a8\uc728\uc758 \ud55c\uacc4\uc5d0 \ubd80\ub52a\ud788\ub294 \ub808\ud2b8\ub85c\ud54f(Retrofit) \uc0ac\uc774\ud074\uc774 \ub3c4\ub798\ud558\uba74, \uc54c\ub8e8\ub9c8\uc758 \ud3ec\ud1a0\ub2c9\uc2a4 \uc194\ub8e8\uc158\uc740 \uc120\ud0dd\uc774 \uc544\ub2cc \ud544\uc218\uac00 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc139\uc158 5: \ud559\uc2b5\uacfc \ucd94\ub860\uc744 \ubaa8\ub450 \uc7a1\ub294 \uc774\uc911 \uc218\ud61c \u2014 AMD<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">CUDA \ucca0\uc639\uc131\uc744 \ub118\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \ubc18\ub780<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub4dc\ub514\uc5b4 \ubb34\ub300\uc758 \uc8fc\uc778\uacf5, AI \uc5f0\uc0b0\uc758 \ub450\ub1cc\ub97c \ub2f4\ub2f9\ud558\ub294 AMD\uc785\ub2c8\ub2e4. \ud604\uc7ac AI \uc2dc\uc7a5\uc5d0\uc11c NVIDIA\ub294 CUDA\ub77c\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4\ub85c \ucca0\uc639\uc131 \uac19\uc740 \ud574\uc790\ub97c \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804 \uc138\uacc4 AI \uac1c\ubc1c\uc790\ub4e4\uc774 CUDA\ub85c \ucd5c\uc801\ud654\ub41c \ucf54\ub4dc\ub97c \uc0ac\uc6a9\ud558\uace0 \uc788\uc5b4, \uc544\ubb34\ub9ac \uc88b\uc740 \ud558\ub4dc\uc6e8\uc5b4\ub97c \ub9cc\ub4e4\uc5b4\ub3c4 \uc774 \uc0dd\ud0dc\uacc4\uc758 \ubcbd\uc744 \ub118\uae30\uac00 \uc27d\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\ub098 \uc5ec\uae30\uc11c \ud575\uc2ec\uc740 \ub300\ud615 \uace0\uac1d\uc758 \uc804\ub7b5\uc801 \uc2ec\ub9ac\uc785\ub2c8\ub2e4. \uc544\ub9c8\uc874, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \uad6c\uae00 \uac19\uc740&nbsp;<strong>\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 \ub2e8\uc77c \ubca4\ub354\uac00 \uc2dc\uc7a5\uc744 \ub3c5\uc810\ud574\uc11c \uc790\uc2e0\ub4e4\uc758 \ubaa9\uc904\uc744 \uc950\uace0 \ud754\ub4dc\ub294 \uc0c1\ud669\uc744 \uadf9\ub3c4\ub85c \ud610\uc624\ud569\ub2c8\ub2e4.<\/strong>&nbsp;\uc774\ub4e4\uc740 \ud604\uc7ac NVIDIA\uc5d0 \uc758\uc874\ud558\ub294 \uc0c1\ud669 \uc790\uccb4\uc5d0\uc11c \ubc97\uc5b4\ub098\uae30 \uc704\ud574, \ucc9c\ubb38\ud559\uc801\uc778 \uc790\uae08\uc744 \ud22c\uc785\ud574\uc11c\ub77c\ub3c4 AMD\uc758 \uc0dd\ud0dc\uacc4\ub97c \ubc00\uc5b4\uc8fc\uace0 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ud638\ud658\uc131 \ubb38\uc81c\ub97c \uc9c1\uc811 \ud574\uacb0\ud558\ub824 \ub098\uc11c\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">AI \ucd94\ub860 \uc2dc\ub300 \u2014 CPU\uc758 \uadc0\ud658\uacfc AMD\uc758 \uc774\uc911 \uc218\ud61c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub294 \ud06c\uac8c \ub450 \ub2e8\uacc4\ub85c \ub098\ub269\ub2c8\ub2e4. \ubc29\ub300\ud55c \ub370\uc774\ud130\ub85c \ubaa8\ub378\uc744 \ud6c8\ub828\uc2dc\ud0a4\ub294&nbsp;<strong>\ud559\uc2b5(Training) \ub2e8\uacc4<\/strong>\uc5d0\uc11c\ub294 \uc218\ucc9c \uac1c\uc758 \uc791\uc5c5\uc744 \ub3d9\uc2dc\uc5d0 \ubcd1\ub82c \ucc98\ub9ac\ud574\uc57c \ud558\ubbc0\ub85c GPU\uc758 \ub2a5\ub825\uc774 \uc808\ub300\uc801\uc785\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ud559\uc2b5\ub41c \ubaa8\ub378\uc774 \uc2e4\uc2dc\uac04\uc73c\ub85c \uc9c8\ubb38\uc5d0 \ub2f5\uc744 \ub0b4\ub193\ub294&nbsp;<strong>\ucd94\ub860(Inference) \ub2e8\uacc4<\/strong>\ub85c \ub118\uc5b4\uac00\uba74 \uc774\uc57c\uae30\uac00 \uc644\uc804\ud788 \ub2ec\ub77c\uc9d1\ub2c8\ub2e4. \ub9c8\uce58 \ub3c4\uc11c\uad00\uc758 \ubaa8\ub4e0 \ucc45\uc744 \uc77d\ub294 \ub2e8\uacc4\uac00 \ub05d\ub098\uace0, \uc774\uc81c \ud544\uc694\ud55c \uc815\ubcf4\ub9cc \ube60\ub974\uac8c \uaebc\ub0b4\uc624\ub294 \ub2e8\uacc4\ub85c \ub118\uc5b4\uac00\ub294 \uac83\uacfc \uac19\uc2b5\ub2c8\ub2e4. \uc774 \ub2e8\uacc4\uc5d0\uc11c\ub294 \uc21c\ucc28\uc801\uc778 \ub17c\ub9ac\ub97c \ucd08\uace0\uc18d\uc73c\ub85c \ucc98\ub9ac\ud574\uc57c \ud558\uae30 \ub54c\ubb38\uc5d0 \uace0\uc131\ub2a5 CPU\uc758 \uc5ed\ud560\uc774 \ube44\uc57d\uc801\uc73c\ub85c \uc911\uc694\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AMD\ub294 \uace0\uc131\ub2a5 GPU \uc81c\uc870\uc0ac\uc774\uba74\uc11c \ub3d9\uc2dc\uc5d0 \uc778\ud154\uacfc \uc591\ub300 \uc0b0\ub9e5\uc744 \uc774\ub8e8\ub294 \ucd5c\uace0 \uc218\uc900\uc758 CPU \uc81c\uc870\uc0ac\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4. AI \uc2dc\uc7a5\uc774 \ud559\uc2b5 \ub2e8\uacc4\uc5d0\uc11c \ucd94\ub860 \ub2e8\uacc4\ub85c \ud3ed\ubc1c\uc801\uc73c\ub85c \ud655\uc7a5\ub418\ub294 \uc2dc\uc810\uc5d0\uc11c, AMD\ub294 GPU\uc640 CPU \uc591\ucabd\uc5d0\uc11c \ub3d9\uc2dc\uc5d0 \uc218\uc694\ub97c \ud761\uc218\ud560 \uc218 \uc788\ub294 \uc720\uc77c\ud55c \uae30\uc5c5\uc785\ub2c8\ub2e4. \ud604\uc7ac NVIDIA\uc758 \ubc38\ub958\uc5d0\uc774\uc158\uc740 AMD\ubcf4\ub2e4 \uc57d&nbsp;<strong>6\ubc30<\/strong>&nbsp;\ub192\uac8c \ud615\uc131\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \ud5a5\ud6c4 1~2\ub144 \uc0ac\uc774 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 \ub300\uc548 \ucc3e\uae30\uc640 AI \ucd94\ub860 \uc2dc\uc7a5\uc758 \ud3ed\ubc1c\uc801 \ud655\uc7a5\uc774 \ub9de\ubb3c\ub9b0\ub2e4\uba74, AMD\uac00 \uc774 \ubc38\ub958\uc5d0\uc774\uc158 \uac2d\uc744 \ube60\ub974\uac8c \uba54\uc6cc\ub098\uac08 \uc5ec\ub825\uc774 \ucda9\ubd84\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190631.466-2-1024x576.png\" alt=\"\" class=\"wp-image-1122\" srcset=\"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190631.466-2-1024x576.png 1024w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190631.466-2-300x169.png 300w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190631.466-2-768x432.png 768w, https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T190631.466-2.png 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc139\uc158 6: \ud22c\uc790\uc790\ub97c \uc704\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc804\ub7b5<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\ubbf8\uad6d \uac70\uc8fc\uc790 \uc804\ub7b5 (401k \u00b7 IRA \ud65c\uc6a9)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbf8\uad6d\uc5d0 \uac70\uc8fc\ud558\uc2dc\ub294 \ubd84\ub4e4\uc774\ub77c\uba74 401(k)\ub098 IRA \uacc4\uc88c\ub97c \ud1b5\ud55c \uc7a5\uae30 \ubcf4\uc720 \uc804\ub7b5\uc774 \uc720\ud6a8\ud569\ub2c8\ub2e4. \uc5e0\ucf54, AMD \uac19\uc740 \uc885\ubaa9\uc740 AI \uc778\ud504\ub77c \uc218\ud61c\uc8fc\ub85c\uc11c \uc7a5\uae30 \uc131\uc7a5 \uc2a4\ud1a0\ub9ac\uac00 \ub69c\ub837\ud569\ub2c8\ub2e4. \uc9c1\uc811 \ud22c\uc790 \uc2dc \ubd84\ud560 \ub9e4\uc218\ub97c \uc6d0\uce59\uc73c\ub85c \ud558\ub418, \uac01 \uc885\ubaa9\uc758 \uc2e4\uc801 \ubc1c\ud45c\uc77c\uacfc \uac00\uc774\ub358\uc2a4 \uc5c5\ub370\uc774\ud2b8\ub97c \ubc18\ub4dc\uc2dc \uce98\ub9b0\ub354\uc5d0 \ub123\uc5b4\ub450\uc138\uc694.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud55c\uad6d \uac70\uc8fc\uc790 \uc804\ub7b5 (\ud658\uc728\u00b7\uc808\uc138 \uace0\ub824)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c\uad6d\uc5d0\uc11c \ubbf8\uad6d \uc8fc\uc2dd\uc5d0 \ud22c\uc790\ud558\uc2dc\ub294 \ubd84\ub4e4\uc740 \ub450 \uac00\uc9c0\ub97c \ubc18\ub4dc\uc2dc \ucc59\uae30\uc154\uc57c \ud569\ub2c8\ub2e4. \uccab\uc9f8, \ud658\uc728 \ub9ac\uc2a4\ud06c \u2014 \ubd84\ud560 \ub9e4\uc218\ub85c \ud658\uc728 \ud3c9\uade0\ud654 \uc804\ub7b5\uc744 \ud65c\uc6a9\ud558\uc138\uc694. \ub458\uc9f8, \uc591\ub3c4\uc18c\ub4dd\uc138 \u2014 \ud55c\uad6d \uc138\ubc95\uc0c1 \ubbf8\uad6d \uc8fc\uc2dd \ub9e4\ub9e4\ucc28\uc775 250\ub9cc \uc6d0 \ucd08\uacfc\ubd84\uc5d0 22% \uc591\ub3c4\uc18c\ub4dd\uc138\uac00 \ubd80\uacfc\ub429\ub2c8\ub2e4. \uc5f0\ub9d0 \uc804\uc5d0 \uc190\uc2e4 \uc885\ubaa9\uc744 \uc815\ub9ac\ud574\uc11c \uc138\uae08 \ubd80\ub2f4\uc744 \uc904\uc774\ub294 \uc190\uc775\ud1b5\uc0b0 \uc804\ub7b5\uc744 \ubbf8\ub9ac \uacc4\ud68d\ud558\uc138\uc694. \ud55c\uad6d \uc2dc\uac04\ub300\ub85c \ubbf8\uc7a5\uc774 \uc5f4\ub9ac\ub294 \ubc24 \uc2dc\uac04\uc5d0\ub294 \uc608\uc57d \ub9e4\ub9e4\ub97c \uc801\uadf9 \ud65c\uc6a9\ud558\uc2dc\uae30 \ubc14\ub78d\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u2705 \uc624\ub298 \ubc24 \ub2f9\uc7a5 \uc2e4\ucc9c\ud558\ub294 \ud22c\uc790 \uc804\ub7b5 3\ub2e8\uacc4 \uccb4\ud06c\ub9ac\uc2a4\ud2b8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Step 1 \u2014 \ubcd1\ubaa9 \uc9c0\ub3c4 \uadf8\ub9ac\uae30<\/strong><br>AMKR(\ud328\ud0a4\uc9d5) \u2192 CRDO(\uc5f0\uacb0) \u2192 ALUA(\ub0c9\uac01) \u2192 AMD(\uc5f0\uc0b0)\uc758 4\ub2e8\uacc4 AI \uc778\ud504\ub77c \uccb4\uc778\uc744 \uc774\ud574\ud558\uace0, \ubcf8\uc778 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0\uc11c \uac01 \ub2e8\uacc4\uc758 \ub178\ucd9c \ube44\uc911\uc744 \ud655\uc778\ud558\uc138\uc694. \ud654\ub824\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 AI \uc8fc\uc2dd\uc5d0\ub9cc \uc9d1\uc911\ub418\uc5b4 \uc788\ub2e4\uba74 \uc778\ud504\ub77c \ube44\uc911\uc744 \uc7ac\uac80\ud1a0\ud560 \uc2dc\uc810\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Step 2 \u2014 \ubd84\ud560 \ub9e4\uc218 \uacc4\ud68d \uc218\ub9bd<\/strong><br>\uc704 4\uac1c \uc885\ubaa9 \uc911 \uad00\uc2ec \uc885\ubaa9\uc744 1~2\uac1c \uc120\uc815\ud574, \ucd5c\uc18c 3\ud68c \uc774\uc0c1 \ubd84\ud560 \ub9e4\uc218 \uacc4\ud68d\uc744 \uc138\uc6b0\uc138\uc694. \ub2e8\uae30 \ubcc0\ub3d9\uc131\uc5d0 \ud754\ub4e4\ub9ac\uc9c0 \uc54a\uc73c\ub824\uba74 &#8216;\ub0b4\uac00 \uc774 \uc885\ubaa9\uc744 \uc0ac\ub294 \uc774\uc720&#8217;\ub97c \ud55c \ubb38\uc7a5\uc73c\ub85c \uc801\uc5b4\ub450\ub294 \uac83\uc774 \uc88b\uc2b5\ub2c8\ub2e4. (\uc608: &#8220;\uc5d4\ube44\ub514\uc544 \uce69 \uc218\uc694\uac00 \uaebe\uc774\uc9c0 \uc54a\ub294 \ud55c, AMKR\uc758 \uacf5\uc7a5\uc740 \ub3cc\uc544\uac04\ub2e4.&#8221;)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Step 3 \u2014 \ud2b8\ub9ac\uac70 \uc774\ubca4\ud2b8 \uce98\ub9b0\ub354 \uc124\uc815<\/strong><br>\uac01 \uae30\uc5c5\uc758 \uc2e4\uc801 \ubc1c\ud45c\uc77c, \uc8fc\uc694 \uac00\uc774\ub358\uc2a4 \uc5c5\ub370\uc774\ud2b8, \ud30c\ud2b8\ub108\uc2ed \uacf5\uc2dc \uc77c\uc815\uc744 \ub2ec\ub825\uc5d0 \ub123\uc5b4\ub450\uc138\uc694. \ud2b9\ud788 ALUA\uc758 \uc0c1\uc5c5\uc6a9 \ub300\ub7c9 \uc0dd\uc0b0 \ucc29\uc218 \ubc1c\ud45c\uc640 AMD\uc758 MI450 \uc218\uc8fc \uacf5\uc2dc\ub294 \ud575\uc2ec \ud2b8\ub9ac\uac70\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38 (FAQ)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Q1. \ud06c\ub798\ub3c4(CRDO)\ub294 \uc774\ubbf8 90%\ub098 \uc62c\ub790\ub294\ub370, \uc9c0\uae08 \uc9c4\uc785\ud558\uba74 \ub108\ubb34 \ub2a6\uc740 \uac74 \uc544\ub2cc\uac00\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A. \ub2e8\uae30 \uae09\ub4f1 \uc790\uccb4\uac00 \ub108\ubb34 \ub2a6\uc5c8\ub2e4\ub294 \uc2e0\ud638\ub294 \uc544\ub2d9\ub2c8\ub2e4. \ud06c\ub798\ub3c4\ub294 IP \ubd84\uc7c1 \ud574\uc18c\ub77c\ub294 \uad6c\uc870\uc801 \uc7ac\ud3c9\uac00 \uc774\ud6c4\uc5d0\ub3c4 \uc2dc\uc7a5 \uc560\ub110\ub9ac\uc2a4\ud2b8 \ud3c9\uade0 \ubaa9\ud45c\uac00 \uc0c1\ub2e8\uae4c\uc9c0 \uc57d 30%\uc758 \ucd94\uac00 \uc5ec\ub825\uc774 \ub0a8\uc544\uc788\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc, \ub2e8\uae30 \uae09\ub4f1 \uc774\ud6c4 \uc870\uc815\uc774 \uc62c \uc218 \uc788\uc73c\ubbc0\ub85c \uc77c\uad04 \ub9e4\uc218\ubcf4\ub2e4\ub294 \ubd84\ud560 \ub9e4\uc218\ub85c \uc811\uadfc\ud558\ub294 \uac83\uc774 \ub9ac\uc2a4\ud06c \uad00\ub9ac \uce21\uba74\uc5d0\uc11c \uc720\ud6a8\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Q2. AMD\uac00 NVIDIA\uc758 CUDA \uc0dd\ud0dc\uacc4\ub97c \ub118\uc744 \uc218 \uc788\ub2e4\uace0 \ubcf4\uc2dc\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A. CUDA \uc0dd\ud0dc\uacc4 \uc790\uccb4\ub97c &#8216;\ub118\ub294\ub2e4&#8217;\uae30\ubcf4\ub2e4\ub294 &#8216;\uacf5\uc874\ud558\ub294 \ub300\uc548&#8217;\uc73c\ub85c \uc790\ub9ac\uc7a1\ub294 \uac83\uc774 \ud604\uc2e4\uc801\uc778 \uc2dc\ub098\ub9ac\uc624\uc785\ub2c8\ub2e4. \uc544\ub9c8\uc874, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \uad6c\uae00 \uac19\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 \ub2e8\uc77c \ubca4\ub354 \uc758\uc874\uc744 \uc904\uc774\uae30 \uc704\ud574 AMD \uc0dd\ud0dc\uacc4\uc5d0 \ub300\uaddc\ubaa8 \ud22c\uc790\ub97c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c AI \ucd94\ub860 \ub2e8\uacc4\uc5d0\uc11c\ub294 CPU\uac00 \uc911\uc694\ud574\uc9c0\ub294\ub370, \uc774 \uc601\uc5ed\uc5d0\uc11c AMD\ub294 NVIDIA\ubcf4\ub2e4 \ud6e8\uc52c \uac15\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Q3. \uc54c\ub8e8\ub9c8(ALUA)\ub294 \uc544\uc9c1 \uc0c1\uc6a9\ud654 \uc804 \ub2e8\uacc4 \uae30\uc5c5\uc778\ub370, \uc704\ud5d8\ud558\uc9c0 \uc54a\ub098\uc694?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A. \ub9de\uc2b5\ub2c8\ub2e4. \uc54c\ub8e8\ub9c8\ub294 NASA \ub4f1 \uc815\ubd80 \uae30\uad00\uacfc\uc758 \uacc4\uc57d\uc73c\ub85c \uae30\uc220\ub825\uc744 \uac80\uc99d\ubc1b\uc558\uc9c0\ub9cc, \uc0c1\uc5c5\uc801 \ub9e4\ucd9c \ubcf8\uaca9\ud654\uae4c\uc9c0 \ubd88\ud655\uc2e4\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0\uc11c \uc791\uc740 \ube44\uc911\uc758 \uc704\uc131 \ud3ec\uc9c0\uc158(Satellite Position)\uc73c\ub85c \uc811\uadfc\ud558\ub294 \uac83\uc774 \uc801\ud569\ud569\ub2c8\ub2e4. \ubc18\uba74 AMKR\uacfc AMD\ub294 \uc774\ubbf8 \ud0c4\ud0c4\ud55c \uc218\uc775 \uae30\ubc18\uc774 \uc788\uc5b4 \ud575\uc2ec \ud3ec\uc9c0\uc158\uc73c\ub85c \uace0\ub824\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e8\uae30 \ub4f1\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \uc2a4\uce98\ud37c\uac00 \uc544\ub2cc, 3~5\ub144 \ud638\ud761\uc758 \uc7a5\uae30 \ud22c\uc790\uc790\ub77c\uba74 AI \uc778\ud504\ub77c\uc758 \ubb3c\ub9ac\uc801 \ubcd1\ubaa9\uc744 \ud574\uacb0\ud558\ub294 \uc774 4\uac1c \uae30\uc5c5\uc758 \uad6c\uc870\uc801 \uc131\uc7a5 \uc2a4\ud1a0\ub9ac\ub294 \ucda9\ubd84\ud788 \uc124\ub4dd\ub825 \uc788\ub294 \uc2dc\ub098\ub9ac\uc624\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udcfb \ub354 \uc0dd\uc0dd\ud55c \ubd84\uc11d\uc774 \ud544\uc694\ud558\ub2e4\uba74<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub354 \uc0dd\uc0dd\ud55c \uc2dc\ud669 \ubd84\uc11d\uacfc \uc2e4\uc2dc\uac04 \ud22c\uc790 \uc804\ub7b5\uc740&nbsp;<strong>&#8216;\uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624&#8217;<\/strong>&nbsp;\ud31f\uce90\uc2a4\ud2b8\uc640 \uc720\ud29c\ube0c \ucc44\ub110\uc5d0\uc11c \ud655\uc778\ud558\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub9e4\uc8fc \uc5c5\ub370\uc774\ud2b8\ub418\ub294 \uc2ec\uce35 \uae30\uc5c5 \ubd84\uc11d, \uac70\uc2dc\uacbd\uc81c \uc9c0\ud45c \ud574\uc124, \uadf8\ub9ac\uace0 \uc2e4\uc804 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc804\ub7b5\uc744 \ub193\uce58\uc9c0 \ub9c8\uc2ed\uc2dc\uc624.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udc49&nbsp;<strong>\uc9c0\uae08 \ubc14\ub85c \uad6c\ub3c5\ud558\uace0, \uc624\ub298 \ubc24 \ubbf8\uad6d \uc7a5 \uc2dc\uc791 \uc804\uc5d0 \ub354 \ub0a0\uce74\ub85c\uc6b4 \uc778\uc0ac\uc774\ud2b8\ub97c \ucc59\uaca8\uac00\uc138\uc694.<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udccc&nbsp;<em>seoulcast.com\uc5d0\uc11c \ub354 \ub9ce\uc740 \ubbf8\uad6d \uc8fc\uc2dd \uc2ec\uce35 \ubd84\uc11d\uc744 \ub9cc\ub098\ubcf4\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/em><\/p>\n\n\n\n<iframe loading=\"lazy\" width=\"768\" height=\"432\" src=\"https:\/\/www.youtube.com\/embed\/l-THtks1jfE\" title=\"\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2>\ud83d\udcda \ubbf8\uad6d \uc8fc\uc2dd, \uc81c\ub300\ub85c \uacf5\ubd80\ud558\uace0 \uc2f6\ub2e4\uba74?<\/h2>\n<p>\ub0c9\ucca0\ud55c \ub208\uc73c\ub85c \uc885\ubaa9\uc744 \ubd84\uc11d\ud558\ub294 \ub208\uc744 \ud0a4\uc6cc\ubcf4\uc138\uc694.<\/p>\n<ul>\n<li>\u2705 \ubbf8\uad6d \uc8fc\uc2dd \ubd84\uc57c \ucd5c\uc7a5\uc218 \ubca0\uc2a4\ud2b8\uc140\ub7ec<\/li>\n<li>\u2705 \uc0dd\ucd08\ubcf4\ub3c4 \uc774\ud574\ud558\ub294 \uc2e4\uc804 \ud22c\uc790 \uac00\uc774\ub4dc<\/li>\n<li>\u2705 \uacc4\uc88c \uac1c\uc124\ubd80\ud130 \uc885\ubaa9 \ubd84\uc11d\uae4c\uc9c0 A to Z<\/li>\n<\/ul>\n<p>\ud83d\udc49 <a href=\"https:\/\/amzn.to\/4d6NCtI\" rel=\"nofollow sponsored noopener\" target=\"_blank\">\uc544\ub9c8\uc874\uc5d0\uc11c \ubcf4\uae30<\/a><\/p>\n<p>\u203b \uc774 \ub9c1\ud06c\ub294 \uc544\ub9c8\uc874 \ud30c\ud2b8\ub108\uc2a4 \uc81c\ud734 \ub9c1\ud06c\ub85c \uad6c\ub9e4 \uc2dc \uc18c\uc815\uc758 \uc218\uc218\ub8cc\ub97c \ubc1b\uc2b5\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud83d\udccc \ud575\uc2ec \uc694\uc57d (Key Takeaways) \uc624\ub298\uc758 \ud575\uc2ec 3\uc904 \uc694\uc57d \u2014 \ubc14\uc05c \ud22c\uc790\uc790\ub77c\uba74 \uc774\uac83\ub9cc \uae30\uc5b5\ud558\uc138\uc694 \uc11c\ub860 \u2014 AI \ubc84\ube14 \uacf5\ud3ec \uc18d, \uc9c4\uc9dc \uc790\ubcf8\uc740 \uc5b4\ub514\ub85c \uac14\ub294\uac00? 3\uc6d4 \ub9d0\ubd80\ud130 4\uc6d4 \ucd08, \ubbf8\uad6d \uc99d\uc2dc\ub294 \uc608\uc0c1\uce58 \ubabb\ud55c \ubcc0\ub3d9\uc131 \ud3ed\ud48d\uc744 \ub9de\uc558\uc2b5\ub2c8\ub2e4. \ub098\uc2a4\ub2e5\uacfc S&amp;P500\uc774 \ud754\ub4e4\ub9ac\uace0 &#8220;AI \ubc84\ube14\uc774 \ud130\uc9c0\ub294 \uac83 \uc544\ub2c8\ub0d0&#8221;\ub294 \ubd88\uc548\uac10\uc774 \uc2dc\uc7a5\uc744 \ub4a4\ub36e\uc5c8\uc8e0. \uc720\ud29c\ube0c\uc640 SNS\uc5d0\uc11c\ub294 \uacf5\ud3ec \uc9c0\uc218(VIX) \uc0c1\uc2b9\uc744 \ub450\uace0 \uc628\uac16 \ubd84\uc11d\uc774 \uc3df\uc544\uc84c\uace0, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1090,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"episode_type":"audio","audio_file":"","podmotor_file_id":"","podmotor_episode_id":"","cover_image":"","cover_image_id":"","duration":"","filesize":"","filesize_raw":"","date_recorded":"","explicit":"","block":"","itunes_episode_number":"","itunes_title":"","itunes_season_number":"","itunes_episode_type":"","footnotes":""},"categories":[1,1892],"tags":[947,1927,2764,2760,997,2293,2311,283,499,2766,912,2538,1487,2668,2664,2762,2768,1818,2765,2761,872,2769,2763,2759,2767],"series":[3],"class_list":["post-1089","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1","category-us-stock-story","tag-ai-","tag-alua","tag-amd","tag-amkr","tag-crdo","tag-sp500","tag-499","tag-2766","tag-912","tag-2538","tag-1487","tag-2668","tag-2664","tag-2762","tag-2768","tag-1818","tag-2765","tag-2761","tag-872","tag-2769","tag-2763","tag-2759","tag-2767","series-seoulcast"],"episode_featured_image":"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T171324.935.png","episode_player_image":"https:\/\/seoulcast.com\/wp-content\/uploads\/2026\/05\/Untitled-design-2026-05-01T171324.935.png","download_link":"","player_link":"","audio_player":false,"episode_data":{"playerMode":"dark","subscribeUrls":{"apple_podcasts":{"key":"apple_podcasts","url":"","label":"Apple Podcasts","class":"apple_podcasts","icon":"apple-podcasts.png"},"stitcher":{"key":"stitcher","url":"","label":"Stitcher","class":"stitcher","icon":"stitcher.png"},"google_podcasts":{"key":"google_podcasts","url":"","label":"Google Podcasts","class":"google_podcasts","icon":"google-podcasts.png"},"spotify":{"key":"spotify","url":"","label":"Spotify","class":"spotify","icon":"spotify.png"}},"rssFeedUrl":"https:\/\/seoulcast.com\/?feed=podcast&podcast_series=seoulcast","embedCode":"<blockquote class=\"wp-embedded-content\" data-secret=\"tuGL73G3Jh\"><a href=\"https:\/\/seoulcast.com\/?p=1089\">\uc5d4\ube44\ub514\uc544 \ub3c5\uc8fc \ub05d\ub0ac\ub2e4? 5\uc6d4 \uacc4\uc88c\ub97c 10\ubc30 \ubd88\ub824\uc904 &#8216;\uc81c2\uc758 AMD&#8217;\uc640 AI \ub300\uc7a5\uc8fc 3\uc778\ubc29!<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/seoulcast.com\/?p=1089&#038;embed=true#?secret=tuGL73G3Jh\" width=\"500\" height=\"350\" title=\"&#8220;\uc5d4\ube44\ub514\uc544 \ub3c5\uc8fc \ub05d\ub0ac\ub2e4? 5\uc6d4 \uacc4\uc88c\ub97c 10\ubc30 \ubd88\ub824\uc904 &#8216;\uc81c2\uc758 AMD&#8217;\uc640 AI \ub300\uc7a5\uc8fc 3\uc778\ubc29!&#8221; 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