{"id":1367,"date":"2026-05-24T19:32:49","date_gmt":"2026-05-24T10:32:49","guid":{"rendered":"https:\/\/seoulcast.com\/?p=1367"},"modified":"2026-05-24T19:32:51","modified_gmt":"2026-05-24T10:32:51","slug":"%ec%a0%91%ec%8b%9c%eb%a7%8c%ed%95%9c-ai-%ec%b9%a9%ec%9d%b4-%eb%82%98%ec%8a%a4%eb%8b%a5%ec%9d%84-%eb%b0%94%ea%be%bc%eb%8b%a4-%ec%b0%a8%ec%84%b8%eb%8c%80-%eb%b0%98%eb%8f%84%ec%b2%b4-%ed%98%81","status":"publish","type":"post","link":"https:\/\/seoulcast.com\/?p=1367","title":{"rendered":"\uc811\uc2dc\ub9cc\ud55c AI \uce69\uc774 \ub098\uc2a4\ub2e5\uc744 \ubc14\uafbc\ub2e4 \u2014 \ucc28\uc138\ub300 \ubc18\ub3c4\uccb4 \ud601\uba85\uacfc \ud22c\uc790 \uc804\ub7b5\uc758 \ubaa8\ub4e0 \uac83."},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><em>seoulcast.com | \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624 | \ubbf8\uc99d\uc2dc \uc2dc\ud669 \ubd84\uc11d<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8220;\uc811\uc2dc\ub9cc\ud558\ub2e4&#8221;\ub294 \ud45c\ud604\uc774 \uacfc\uc7a5\ucc98\ub7fc \ub4e4\ub9ac\uc2ed\ub2c8\uae4c? \uc2e4\uc81c\ub85c \uadf8\ub807\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. 2023\ub144 \uc138\ub808\ube0c\ub77c\uc2a4 \uc2dc\uc2a4\ud15c\uc988(Cerebras Systems)\uac00 \uacf5\uac1c\ud55c WSE-3(Wafer Scale Engine 3) \uce69\uc740 \uc9c0\ub984 \uc57d 22cm, \ubb34\uac8c\ub294 \uc131\uc778 \uc190\ubc14\ub2e5 \ub450 \uac1c\ub97c \ud569\uce5c \ud06c\uae30\uc758 \ub2e8\uc77c \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c\ub85c \ub9cc\ub4e4\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc218\ub294 \ubb34\ub824 4\uc870 \uac1c. \uc5d4\ube44\ub514\uc544\uc758 \ucd5c\uc2e0 H100 GPU\uac00 \uc57d 800\uc5b5 \uac1c\uc758 \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub97c \ud0d1\uc7ac\ud55c \uac83\uacfc \ube44\uad50\ud558\uba74, \uc57d 50\ubc30\uc5d0 \ub2ec\ud558\ub294 \uc9d1\uc801\ub3c4\uc785\ub2c8\ub2e4. \uc774\uac83\uc774 \ub2e8\uc21c\ud55c \uae30\uc220 \uc790\ub791\uc774 \uc544\ub2cc \uc774\uc720\ub294, \uc774 \uce69 \ud558\ub098\uac00 \uae30\uc874 \uc218\ucc9c \uac1c\uc758 GPU \ud074\ub7ec\uc2a4\ud130\uac00 \ud558\ub358 AI \uc5f0\uc0b0\uc744 \ub300\uccb4\ud560 \uc218 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\ub3c4\uccb4 \uc5c5\uacc4\uc5d0 \uc870\uc6a9\ud558\uc9c0\ub9cc \uac70\ub300\ud55c \uc9c0\uac01\ubcc0\ub3d9\uc774 \uc77c\uc5b4\ub098\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544(NVDA)\uac00 \ub3c5\uc8fc\ud558\ub358 AI \uce69 \uc2dc\uc7a5\uc5d0 \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c(Wafer-Scale), \ucee4\uc2a4\ud140 AI \uac00\uc18d\uae30(Custom ASIC), \uad11\uc790(Photonic) \uce69\uc774\ub77c\ub294 \uc138 \uac00\uc9c0 \ud601\uc2e0 \ud30c\ub3c4\uac00 \ub3d9\uc2dc\uc5d0 \ubab0\ub824\uc624\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub9ac\uace0 \uc774 \ud30c\ub3c4\ub294 \ub098\uc2a4\ub2e5\uc758 \ud310\ub3c4\ub97c, \uadf8\ub9ac\uace0 \uac1c\uc778 \ud22c\uc790\uc790\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc804\ub7b5\uc744 \uadfc\ubcf8\uc801\uc73c\ub85c \ubc14\uafd4\ub193\uc744 \uac83\uc785\ub2c8\ub2e4. \uc624\ub298 \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624\uc5d0\uc11c\ub294 \uc774 \ud601\uba85\uc758 \uc2e4\uccb4\ub97c \ud30c\ud5e4\uce58\uace0, \uc9c0\uae08 \ub2f9\uc7a5 \uc2e4\ucc9c \uac00\ub2a5\ud55c \ud22c\uc790 \uc804\ub7b5\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udccc \ud575\uc2ec \uc694\uc57d (Key Takeaways)<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c\u00b7\uad11\uc790\u00b7\ucee4\uc2a4\ud140 ASIC \uce69<\/strong>\uc774 \uc5d4\ube44\ub514\uc544 \ub3c5\uc8fc \uccb4\uc81c\uc5d0 \uade0\uc5f4\uc744 \ub0b4\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 AI \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \uad6c\uc870 \uc790\uccb4\ub97c \ubc14\uafb8\ub294 \ud328\ub7ec\ub2e4\uc784 \uc804\ud658\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uad6c\uae00, \uba54\ud0c0, \uc544\ub9c8\uc874, \uc560\ud50c<\/strong> \ubaa8\ub450 \uc790\uccb4 AI \uce69\uc744 \uac1c\ubc1c \uc911\uc774\uba70, \uc774 \ucee4\uc2a4\ud140 \uce69 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc740 \ube0c\ub85c\ub4dc\ucef4(AVGO), TSMC \ub4f1 \uc124\uacc4\u00b7\uc81c\uc870 \uc0dd\ud0dc\uacc4 \uc804\ubc18\uc5d0 \uc218\ud61c\ub97c \uc90d\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ub098\uc2a4\ub2e5\uc758 \ub2e4\uc74c \uc8fc\ub3c4\uc8fc\ub294 \uc5d4\ube44\ub514\uc544\uac00 \uc544\ub2cc \uadf8 \ub2e4\uc74c \uc138\ub300 \uce69 \uae30\uc5c5<\/strong>\uc5d0\uc11c \ub098\uc62c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uae08\uc774 \uadf8 \uae30\uc5c5\ub4e4\uc744 \uc120\uc81c\uc801\uc73c\ub85c \ubc1c\uad74\ud560 \uc801\uae30\uc785\ub2c8\ub2e4.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">1. \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \ud601\uba85: \uc65c \uce69\uc774 \uc811\uc2dc\ub9cc\ud574\uc84c\ub294\uac00?<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">\ubb34\uc5b4\uc758 \ubc95\uce59\uc758 \ud55c\uacc4\uc640 \uc0c8\ub85c\uc6b4 \ub3cc\ud30c\uad6c<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\ub3c4\uccb4 \uc5c5\uacc4\uc758 \uc624\ub79c \uc9c0\uce68\uc774\uc5c8\ub358 \ubb34\uc5b4\uc758 \ubc95\uce59(Moore&#8217;s Law) \u2014 &#8220;\uce69\uc758 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc218\ub294 2\ub144\ub9c8\ub2e4 \ub450 \ubc30\uac00 \ub41c\ub2e4&#8221; \u2014 \uc774 \uc0ac\uc2e4\uc0c1 \ubb3c\ub9ac\uc801 \ud55c\uacc4\uc5d0 \ubd09\ucc29\ud588\uc2b5\ub2c8\ub2e4. \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ud06c\uae30\uac00 \uc6d0\uc790 \uc218\uc900(2~3nm)\uc5d0 \uadfc\uc811\ud558\uba74\uc11c, \ub354 \uc774\uc0c1 \uae30\uc874 \ubc29\uc2dd\uc73c\ub85c \uc131\ub2a5\uc744 \ub192\uc774\uae30\uac00 \uc5b4\ub824\uc6cc\uc84c\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ubc18\ub3c4\uccb4 \uc5c5\uacc4\ub294 \ub450 \uac00\uc9c0 \ubc29\ud5a5\uc73c\ub85c \ub3cc\ud30c\uad6c\ub97c \ucc3e\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. \ud558\ub098\ub294 <strong>\uce69\uc744 \ub354 \uc791\uac8c \ub9cc\ub4dc\ub294 \ub300\uc2e0 \ub354 \ud06c\uac8c \ub9cc\ub4dc\ub294<\/strong> \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uc811\uadfc\ubc95\uc774\uace0, \ub2e4\ub978 \ud558\ub098\ub294 <strong>\ube5b\uc73c\ub85c \ub370\uc774\ud130\ub97c \uc804\uc1a1\ud558\ub294<\/strong> \uad11\uc790(Photonic) \uce69 \uae30\uc220\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uce69\uc758 \ud575\uc2ec \uc544\uc774\ub514\uc5b4\ub294 \ub2e8\uc21c\ud569\ub2c8\ub2e4. \uae30\uc874\uc5d0\ub294 \ud558\ub098\uc758 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c(\uc9c0\ub984 30cm \uc6d0\ud615 \ud310)\uc5d0\uc11c \uc218\ubc31 \uac1c\uc758 \uc791\uc740 \uce69\uc744 \uc798\ub77c\ub0b4 \uc0ac\uc6a9\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 \uc138\ub808\ube0c\ub77c\uc2a4\ub294 \uc774 \uc6e8\uc774\ud37c \uc804\uccb4\ub97c \ud558\ub098\uc758 \uce69\uc73c\ub85c \uc0ac\uc6a9\ud558\uc790\ub294 \ubc1c\uc0c1\uc758 \uc804\ud658\uc744 \ud588\uc2b5\ub2c8\ub2e4. \uce69\uacfc \uce69 \uc0ac\uc774\ub97c \uc5f0\uacb0\ud558\ub294 \ub370 \ub4dc\ub294 \ud1b5\uc2e0 \uc9c0\uc5f0(Latency)\uacfc \uc5d0\ub108\uc9c0 \uc190\uc2e4\uc774 \uc0ac\ub77c\uc9c0\uace0, \ub370\uc774\ud130\uac00 \ub2e8\uc77c \uce69 \ub0b4\uc5d0\uc11c \ucd08\uace0\uc18d\uc73c\ub85c \uc774\ub3d9\ud558\uac8c \ub429\ub2c8\ub2e4. \uadf8 \uacb0\uacfc, AI \ubaa8\ub378 \ud559\uc2b5 \uc18d\ub3c4\uac00 \uae30\uc874 GPU \ud074\ub7ec\uc2a4\ud130 \ub300\ube44 \uc218\uc2ed \ubc30 \ube68\ub77c\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\uc138\ub808\ube0c\ub77c\uc2a4 WSE-3: \uc22b\uc790\ub85c \ubcf4\ub294 \ud601\uba85<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\uc138\ub808\ube0c\ub77c\uc2a4\uc758 WSE-3\ub97c \uc5d4\ube44\ub514\uc544 H100\uacfc \uc9c1\uc811 \ube44\uad50\ud574 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4. \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc218\ub294 WSE-3\uac00 4\uc870 \uac1c \ub300 H100\uc758 800\uc5b5 \uac1c\ub85c \uc57d 50\ubc30 \ucc28\uc774\uc785\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed(Memory Bandwidth)\uc740 WSE-3\uac00 \uc57d 21PB\/s(\ud398\ud0c0\ubc14\uc774\ud2b8\/\ucd08)\ub85c H100(\uc57d 3.35TB\/s) \ub300\ube44 \uc555\ub3c4\uc801\uc785\ub2c8\ub2e4. AI \ubaa8\ub378 \ud559\uc2b5 \uc2dc \ud544\uc694\ud55c \uc778\ud130\uce69(Inter-chip) \ud1b5\uc2e0\uc774 \uc5c6\uae30 \ub54c\ubb38\uc5d0, \ub300\uaddc\ubaa8 \uc5b8\uc5b4\ubaa8\ub378(LLM) \ud559\uc2b5\uc5d0\uc11c \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc774 \uadf9\uc801\uc73c\ub85c \uac1c\uc120\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubb3c\ub860 \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uce69\uc5d0\ub3c4 \ub2e8\uc810\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uce69 \uc81c\uc870 \uc218\uc728(Yield) \ubb38\uc81c\uc785\ub2c8\ub2e4. \uae30\uc874 \ubc29\uc2dd\uc740 \ud558\ub098\uc758 \uc791\uc740 \uce69\uc5d0 \uacb0\ud568\uc774 \uc0dd\uaca8\ub3c4 \ud574\ub2f9 \uce69\ub9cc \ubc84\ub9ac\uba74 \ub429\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc6e8\uc774\ud37c \uc804\uccb4\uac00 \ud558\ub098\uc758 \uce69\uc774\ub77c\uba74, \uc5b4\ub290 \ud55c \ubd80\ubd84\uc5d0 \uacb0\ud568\uc774 \uc0dd\uacbc\uc744 \ub54c \ucc98\ub9ac\ud558\uae30\uac00 \ud6e8\uc52c \ubcf5\uc7a1\ud569\ub2c8\ub2e4. \uc138\ub808\ube0c\ub77c\uc2a4\ub294 \uc774\ub97c <strong>\uc911\ubcf5 \ud68c\ub85c(Redundant Circuit)<\/strong> \uc124\uacc4\ub85c \ud574\uacb0\ud588\uc2b5\ub2c8\ub2e4. \uacb0\ud568\uc774 \uc0dd\uae34 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ube14\ub85d\uc744 \uc6b0\ud68c\ud558\ub294 \ud68c\ub85c\ub97c \ubbf8\ub9ac \uc2ec\uc5b4\ub450\ub294 \ubc29\uc2dd\uc785\ub2c8\ub2e4. \uc774 \uae30\uc220\uc801 \ud601\uc2e0\uc774 \ubc14\ub85c \uc138\ub808\ube0c\ub77c\uc2a4\uc758 \ud575\uc2ec \ud2b9\ud5c8\uc774\uc790 \uc9c4\uc785 \uc7a5\ubcbd\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">2. \uad11\uc790 \uce69: \ube5b\uc73c\ub85c \uc5f0\uc0b0\ud558\ub294 \uc2dc\ub300\uc758 \uac1c\ub9c9<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">\uc804\uc790 \ub300\uc2e0 \uad11\uc790\ub97c \uc4f0\ub294 \uc774\uc720<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\ub3c4\uccb4\uc758 \ub610 \ub2e4\ub978 \ud601\uba85\uc740 <strong>\uad11\uc790(Photon) \uce69<\/strong>\uc5d0\uc11c \uc624\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc874 \ubc18\ub3c4\uccb4\ub294 \uc804\uc790(Electron)\uc758 \ud750\ub984\uc73c\ub85c \ub370\uc774\ud130\ub97c \ucc98\ub9ac\ud569\ub2c8\ub2e4. \uc804\uc790\ub294 \ube60\ub974\uc9c0\ub9cc, \uc774\ub3d9\ud560 \ub54c \uc5f4\uc774 \ubc1c\uc0dd\ud558\uace0 \uc5d0\ub108\uc9c0 \uc190\uc2e4\uc774 \ud06c\uc2b5\ub2c8\ub2e4. \ud604\uc7ac \ub300\ud615 \ub370\uc774\ud130\uc13c\ud130\ub4e4\uc774 \ub0c9\uac01 \ube44\uc6a9\uc73c\ub85c \uc804\uccb4 \uc6b4\uc601\ube44\uc758 30~40%\ub97c \uc4f0\ub294 \uac83\ub3c4 \uc774 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ubc18\uba74 \uad11\uc790, \uc989 \ube5b\uc758 \uc785\uc790\ub294 \uc5f4 \ubc1c\uc0dd\uc774 \uac70\uc758 \uc5c6\uace0 \uc774\ub3d9 \uc18d\ub3c4\uac00 \uc804\uc790\ubcf4\ub2e4 \ud6e8\uc52c \ube60\ub985\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad11\uc790 \uce69 \ubd84\uc57c\uc758 \uc120\ub450 \uae30\uc5c5\uc740 <strong>\ub77c\uc774\ud2b8\ub9e4\ud130(Lightmatter)<\/strong> \uc785\ub2c8\ub2e4. \uc544\uc9c1 \ube44\uc0c1\uc7a5\uc774\uc9c0\ub9cc, \uad6c\uae00\u00b7\uc5d4\ube44\ub514\uc544\u00b7\ud004\ucef4 \ub4f1\uc73c\ub85c\ubd80\ud130 \ub300\uaddc\ubaa8 \ud22c\uc790\ub97c \uc720\uce58\ud558\uba70 \uc2e4\ub9ac\ucf58\ubc38\ub9ac\uc5d0\uc11c \uac00\uc7a5 \uc8fc\ubaa9\ubc1b\ub294 \ub525\ud14c\ud06c \uc2a4\ud0c0\ud2b8\uc5c5 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4. \ub77c\uc774\ud2b8\ub9e4\ud130\uc758 \ud575\uc2ec \uae30\uc220\uc740 AI \uce69\ub4e4 \uc0ac\uc774\uc758 \ub370\uc774\ud130 \uc804\uc1a1\uc744 \uc804\uae30 \uc2e0\ud638 \ub300\uc2e0 \ube5b\uc73c\ub85c \ucc98\ub9ac\ud558\ub294 <strong>\ud3ec\ud1a0\ub2c9 \uc778\ud130\ucee4\ub125\ud2b8(Photonic Interconnect)<\/strong> \uc785\ub2c8\ub2e4. \uce69 \uac04 \ud1b5\uc2e0 \uc18d\ub3c4\uac00 \uc218\uc2ed \ubc30 \ube68\ub77c\uc9c0\uace0, \uc5d0\ub108\uc9c0 \uc18c\ube44\ub294 \uadf9\uc801\uc73c\ub85c \uc904\uc5b4\ub4e4\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c1\uc7a5 \uae30\uc5c5 \uc911\uc5d0\uc11c\ub294 <strong>\uc778\ud154(INTC)<\/strong> \uc774 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4(Silicon Photonics) \uae30\uc220\uc5d0 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uace0 \uc788\uc73c\uba70, <strong>II-VI(\ud604 \ucf54\ud788\ub7f0\ud2b8, COHR)<\/strong> \ub3c4 \uad11\uc790 \ubd80\ud488 \ubd84\uc57c\uc758 \ud575\uc2ec \uae30\uc5c5\uc785\ub2c8\ub2e4. AI \ub370\uc774\ud130\uc13c\ud130\uc758 \uc804\ub825 \uc18c\ube44 \ubb38\uc81c\uac00 \uac08\uc218\ub85d \uc2ec\uac01\ud574\uc9c0\ub294 \uc0c1\ud669\uc5d0\uc11c, \uad11\uc790 \uce69 \uae30\uc220\uc740 \ub2e8\uc21c\ud55c \ubbf8\ub798 \uae30\uc220\uc774 \uc544\ub2c8\ub77c \ub2f9\uc7a5 \ud544\uc694\ud55c \uc194\ub8e8\uc158\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">3. \ucee4\uc2a4\ud140 ASIC \uc804\uc7c1: \ube45\ud14c\ud06c\uac00 \uc5d4\ube44\ub514\uc544\ub97c \ub5a0\ub098\ub824\ub294 \uc774\uc720<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">\uad6c\uae00 TPU, \uc544\ub9c8\uc874 \ud2b8\ub808\uc774\ub2c8\uc6c0, \uc560\ud50c M \uc2dc\ub9ac\uc988\uc758 \uacf5\ud1b5\uc810<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\uc758 GPU\ub294 \ubc94\uc6a9(General Purpose) AI \uce69\uc785\ub2c8\ub2e4. \uc5b4\ub5a4 AI \ubaa8\ub378\uc774\ub4e0 \ub3cc\ub9b4 \uc218 \uc788\ub294 \uc720\uc5f0\uc131\uc774 \uac15\uc810\uc774\uc9c0\ub9cc, \ud2b9\uc815 \uc791\uc5c5\uc5d0 \ucd5c\uc801\ud654\ub418\uc5b4 \uc788\uc9c0\ub294 \uc54a\uc2b5\ub2c8\ub2e4. \ubc18\uba74 \uad6c\uae00\uc758 TPU(Tensor Processing Unit), \uc544\ub9c8\uc874\uc758 \ud2b8\ub808\uc774\ub2c8\uc6c0(Trainium)\u00b7\uc778\ud37c\ub7f0\ud2f0\uc544(Inferentia), \uba54\ud0c0\uc758 MTIA(Meta Training and Inference Accelerator), \uc560\ud50c\uc758 M \uc2dc\ub9ac\uc988 \uce69\uc740 \ubaa8\ub450 \uc790\uc2e0\ub4e4\uc758 \ud2b9\uc815 AI \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ub9de\ucdb0 \uc124\uacc4\ub41c <strong>\ucee4\uc2a4\ud140 ASIC(Application-Specific Integrated Circuit)<\/strong> \uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc65c \ube45\ud14c\ud06c\ub4e4\uc774 \ub9c9\ub300\ud55c \ube44\uc6a9\uc744 \ub4e4\uc5ec \uc790\uccb4 \uce69\uc744 \uac1c\ubc1c\ud558\ub294 \uac78\uae4c\uc694? \uc774\uc720\ub294 \uba85\ud655\ud569\ub2c8\ub2e4. \uccab\uc9f8, <strong>\ube44\uc6a9 \uc808\uac10<\/strong>\uc785\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544 H100 \ud55c \uc7a5\uc758 \uac00\uaca9\uc740 \uc57d 3\ub9cc~4\ub9cc \ub2ec\ub7ec\uc785\ub2c8\ub2e4. \ub300\ud615 AI \ud074\ub7ec\uc2a4\ud130\ub97c \uad6c\uc131\ud558\ub824\uba74 \uc218\ucc9c~\uc218\ub9cc \uc7a5\uc774 \ud544\uc694\ud558\ub2c8, \ucc9c\ubb38\ud559\uc801\uc778 \ube44\uc6a9\uc774 \ub429\ub2c8\ub2e4. \uc790\uccb4 \uce69\uc744 \uc124\uacc4\ud558\uba74 \uc774 \ube44\uc6a9\uc744 \ud06c\uac8c \ub0ae\ucd9c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub458\uc9f8, <strong>\uc131\ub2a5 \ucd5c\uc801\ud654<\/strong>\uc785\ub2c8\ub2e4. \uc790\uc0ac AI \ubaa8\ub378\uc5d0 \ud2b9\ud654\ub41c \uce69\uc740 \ubc94\uc6a9 GPU\ubcf4\ub2e4 \ud574\ub2f9 \uc791\uc5c5\uc5d0\uc11c \ud6e8\uc52c \ub6f0\uc5b4\ub09c \ud6a8\uc728\uc744 \ubc1c\ud718\ud569\ub2c8\ub2e4. \uc14b\uc9f8, <strong>\uacf5\uae09\ub9dd \uc790\ub9bd<\/strong>\uc785\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544 \uce69\uc5d0 \uc804\uc801\uc73c\ub85c \uc758\uc874\ud558\ub294 \uc0c1\ud669\uc740 \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\uc640 \uacf5\uae09 \ubcd1\ubaa9 \ub9ac\uc2a4\ud06c\ub97c \ub0b4\ud3ec\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\ube0c\ub85c\ub4dc\ucef4(AVGO): \ucee4\uc2a4\ud140 \uce69 \uc804\uc7c1\uc758 \ucd5c\ub300 \uc218\ud61c\uc790<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ucee4\uc2a4\ud140 ASIC \uc804\uc7c1\uc5d0\uc11c \uac00\uc7a5 \ud06c\uac8c \uc6c3\ub294 \uae30\uc5c5\uc740 <strong>\ube0c\ub85c\ub4dc\ucef4(AVGO)<\/strong> \uc785\ub2c8\ub2e4. \ube0c\ub85c\ub4dc\ucef4\uc740 \uad6c\uae00\uc758 TPU, \uba54\ud0c0\uc758 MTIA \uc124\uacc4\ub97c \uc704\ud0c1\ubc1b\uc544 \uc81c\uc870\ud558\ub294 \ud575\uc2ec \ud30c\ud2b8\ub108\uc785\ub2c8\ub2e4. \uc790\uccb4\uc801\uc73c\ub85c AI \uce69\uc744 \uc124\uacc4\ud558\uace0 \uc2f6\uc9c0\ub9cc \ubc18\ub3c4\uccb4 \uc804\ubb38 \uc778\ub825\uc774 \ubd80\uc871\ud55c \ube45\ud14c\ud06c\ub4e4\uc774 \ube0c\ub85c\ub4dc\ucef4\uc5d0 \uc124\uacc4\ub97c \ub9e1\uae30\ub294 \uad6c\uc870\uc785\ub2c8\ub2e4. 2024\ub144 \ube0c\ub85c\ub4dc\ucef4\uc758 AI \uad00\ub828 \ub9e4\ucd9c\uc740 \uc804\ub144 \ub300\ube44 \uc57d 220% \uc131\uc7a5\ud558\uba70 \ud3ed\ubc1c\uc801\uc778 \uc2e4\uc801\uc744 \uae30\ub85d\ud588\uc73c\uba70, 2025\ub144\uc5d0\ub3c4 \ub450 \uc790\ub9bf\uc218 \uc774\uc0c1\uc758 AI \ub9e4\ucd9c \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube0c\ub85c\ub4dc\ucef4\uc758 \ub610 \ub2e4\ub978 \uac15\uc810\uc740 <strong>\ub124\ud2b8\uc6cc\ud0b9 \uce69<\/strong>\uc785\ub2c8\ub2e4. AI \ud074\ub7ec\uc2a4\ud130 \uc548\uc5d0\uc11c \uc218\ucc9c \uac1c\uc758 \uce69\uc774 \uc11c\ub85c \ud1b5\uc2e0\ud558\ub824\uba74 \ucd08\uace0\uc18d \ub124\ud2b8\uc6cc\ud0b9 \uc778\ud504\ub77c\uac00 \ud544\uc218\uc785\ub2c8\ub2e4. \ube0c\ub85c\ub4dc\ucef4\uc758 \uc774\ub354\ub137 \uc2a4\uc704\uce6d \uce69\uacfc PCIe \uc2a4\uc704\uce58\ub294 \uc774 \uc601\uc5ed\uc758 \uc0ac\uc2e4\uc0c1 \ud45c\uc900\uc73c\ub85c, \uc5d4\ube44\ub514\uc544 \uce69\uc744 \uc0ac\uc6a9\ud558\ub4e0 \ucee4\uc2a4\ud140 ASIC\uc744 \uc0ac\uc6a9\ud558\ub4e0 \ube0c\ub85c\ub4dc\ucef4\uc758 \ub124\ud2b8\uc6cc\ud0b9 \uce69\uc740 \ubc18\ub4dc\uc2dc \ud544\uc694\ud569\ub2c8\ub2e4. \uc774\uac83\uc774 \ube0c\ub85c\ub4dc\ucef4\uc774 &#8220;AI \uce69 \uc804\uc7c1\uc758 \uc9c4\uc815\ud55c \uc2b9\uc790&#8221;\ub85c \ubd88\ub9ac\ub294 \uc774\uc720\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">4. TSMC: \ubaa8\ub4e0 \ud601\uba85\uc758 \uacf5\uc7a5, \ub2e8 \ud558\ub098\uc758 \ud30c\uc6b4\ub4dc\ub9ac<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">\uc65c TSMC \uc5c6\uc774\ub294 \uc544\ubb34\uac83\ub3c4 \uc548 \ub418\ub294\uac00<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c\uc774\ub4e0, \uad11\uc790 \uce69\uc774\ub4e0, \ucee4\uc2a4\ud140 ASIC\uc774\ub4e0 \u2014 \ubaa8\ub4e0 \ucca8\ub2e8 \ubc18\ub3c4\uccb4\ub294 \uacb0\uad6d <strong>TSMC(TSM)<\/strong> \uc758 \uacf5\uc7a5\uc5d0\uc11c \ub9cc\ub4e4\uc5b4\uc9d1\ub2c8\ub2e4. TSMC\ub294 \uc138\uacc4\uc5d0\uc11c \uc720\uc77c\ud558\uac8c 3nm \uc774\ud558\uc758 \ucd08\ubbf8\uc138 \uacf5\uc815\uc744 \uc591\uc0b0\ud560 \uc218 \uc788\ub294 \ud30c\uc6b4\ub4dc\ub9ac(\uc704\ud0c1 \uc0dd\uc0b0) \uae30\uc5c5\uc785\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544, AMD, \uc560\ud50c, \uad6c\uae00, \ube0c\ub85c\ub4dc\ucef4, \ud004\ucef4 \u2014 \ubaa8\ub4e0 \ud339\ub9ac\uc2a4(Fabless, \uacf5\uc7a5 \uc5c6\ub294 \ubc18\ub3c4\uccb4 \uc124\uacc4 \uae30\uc5c5) \uae30\uc5c5\uc758 \ucd5c\ucca8\ub2e8 \uce69\uc774 TSMC\uc5d0\uc11c \uc0dd\uc0b0\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">TSMC\uc758 \uacbd\uc81c\uc801 \ud574\uc790\ub294 \uc0c1\uc0c1\uc744 \ucd08\uc6d4\ud569\ub2c8\ub2e4. \ucd5c\ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uacf5\uc7a5(Fab) \ud558\ub098\ub97c \uc9d3\ub294 \ub370 \ub4dc\ub294 \ube44\uc6a9\uc740 \uc57d 200\uc5b5~300\uc5b5 \ub2ec\ub7ec\uc785\ub2c8\ub2e4. \uadf8\ub9ac\uace0 \uc774 \uacf5\uc7a5\uc744 \uac00\ub3d9\ud558\uace0 \uc218\uc728\uc744 \ucd5c\uc801\ud654\ud558\ub294 \ub370 \uc218\ub144\uc774 \uac78\ub9bd\ub2c8\ub2e4. \uc778\ud154\uc774 \uc218\uc2ed\uc870 \uc6d0\uc744 \ud22c\uc790\ud574 \uc790\uccb4 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\uc744 \uc7ac\uac74\ud558\ub824 \ud558\uace0 \uc788\uc9c0\ub9cc, TSMC\uc640\uc758 \uae30\uc220 \uaca9\ucc28\ub97c \uc881\ud788\ub294 \uac83\uc774 \uc27d\uc9c0 \uc54a\ub2e4\ub294 \uac83\uc774 \uc2dc\uc7a5\uc758 \ud3c9\uac00\uc785\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790 \uc5ed\uc2dc \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\uc744 \ud0a4\uc6b0\uace0 \uc788\uc9c0\ub9cc, \ucd08\ubbf8\uc138 \uacf5\uc815\uc5d0\uc11c\uc758 \uc218\uc728 \ubb38\uc81c\ub85c \uc560\ub97c \uba39\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">TSMC\uc758 2\ub098\ub178(2nm) \uacf5\uc815\uc740 2025\ub144 \uc591\uc0b0\uc5d0 \ub4e4\uc5b4\uac14\uc73c\uba70, 1.6nm(A16) \uacf5\uc815\ub3c4 \uac1c\ubc1c \uc911\uc785\ub2c8\ub2e4. AI \uce69 \uc218\uc694\uac00 \ud3ed\uc99d\ud558\ub294 \ud604\uc7ac, TSMC\uc758 \uc120\ub2e8 \uacf5\uc815 \uc0dd\uc0b0 \ub2a5\ub825\uc740 \uadf8\uc57c\ub9d0\ub85c &#8216;\ud669\uae08\uc54c\uc744 \ub0b3\ub294 \uac70\uc704&#8217;\uc785\ub2c8\ub2e4. \ubbf8\uad6d, \uc77c\ubcf8, \uc720\ub7fd\uc5d0 \uacf5\uc7a5\uc744 \uac74\uc124\ud558\uba70 \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\ub97c \ubd84\uc0b0\ud558\uace0 \uc788\uc9c0\ub9cc, \ud575\uc2ec \uae30\uc220 \uc778\ub825\uacfc \uc7a5\ube44 \uc0dd\ud0dc\uacc4\ub294 \uc5ec\uc804\ud788 \ub300\ub9cc\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc5b4 \ud22c\uc790 \ub9ac\uc2a4\ud06c \uc694\uc778\uc73c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">5. \ub098\uc2a4\ub2e5 \ud310\ub3c4 \ubcc0\ud654: \ub2e4\uc74c 10\ub144\uc758 \ubc18\ub3c4\uccb4 \uc2b9\uc790\ub294 \ub204\uad6c\uc778\uac00?<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">\uc5d4\ube44\ub514\uc544 \uc774\ud6c4\ub97c \uc900\ube44\ud558\ub294 \ud22c\uc790\uc790\uc758 \uc2dc\uac01<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\ub294 \ud604\uc7ac AI \uce69 \uc2dc\uc7a5\uc758 \uc808\ub300 \uac15\uc790\uc785\ub2c8\ub2e4. \ub370\uc774\ud130\uc13c\ud130 AI \uac00\uc18d\uae30 \uc2dc\uc7a5\uc5d0\uc11c \uc57d 70~80%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc5ed\uc0ac\ub294 \ub3c5\uc810\uc774 \uc601\uc6d0\ud558\uc9c0 \uc54a\uc74c\uc744 \ubc18\ubcf5\uc801\uc73c\ub85c \uc99d\uba85\ud574\uc654\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc774 PC \uc2dc\ub300\ub97c \uc9c0\ubc30\ud588\uc9c0\ub9cc \ubaa8\ubc14\uc77c\u00b7AI \uc804\ud658\uc5d0 \ub4a4\ucc98\uc84c\uace0, IBM\uc774 \uba54\uc778\ud504\ub808\uc784\uc744 \uc9c0\ubc30\ud588\uc9c0\ub9cc PC \ud601\uba85\uc5d0 \uc790\ub9ac\ub97c \ub0b4\uc92c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucee4\uc2a4\ud140 ASIC\uc758 \ubd80\uc0c1, \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uae30\uc220\uc758 \uc131\uc219, \uad11\uc790 \uce69\uc758 \uc0c1\uc6a9\ud654 \u2014 \uc774 \uc138 \uac00\uc9c0 \ud2b8\ub80c\ub4dc\uac00 \ub3d9\uc2dc\uc5d0 \uac00\uc18d\ud654\ub418\uba74, \uc5d4\ube44\ub514\uc544\uc758 \uc2dc\uc7a5 \uc9c0\ubc30\ub825\uc740 \uc11c\uc11c\ud788 \uc7a0\uc2dd\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubb3c\ub860 \ub2e8\uae30 1~2\ub144 \ub0b4\uc758 \uc774\uc57c\uae30\uac00 \uc544\ub2d9\ub2c8\ub2e4. \uadf8\ub7ec\ub098 5~10\ub144\uc758 \uc7a5\uae30 \ud22c\uc790 \uad00\uc810\uc5d0\uc11c \ubc18\ub3c4\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uad6c\uc131\ud55c\ub2e4\uba74, \uc9c0\uae08\uc774 \ucc28\uc138\ub300 \uc2b9\uc790\ub4e4\uc744 \ubc1c\uad74\ud560 \uc801\uae30\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\uc8fc\ubaa9\ud574\uc57c \ud560 \uc885\ubaa9\uacfc ETF<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc9c1\uc811 \ud22c\uc790 \uc885\ubaa9:<\/strong> \uc5d4\ube44\ub514\uc544(NVDA)\ub294 \uc5ec\uc804\ud788 \ucf54\uc5b4 \ubcf4\uc720 \uc885\ubaa9\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ube0c\ub85c\ub4dc\ucef4(AVGO)\uc744 AI \uce69 \uc124\uacc4 \uc218\ud61c\uc8fc\ub85c, TSMC(TSM)\ub97c \ud30c\uc6b4\ub4dc\ub9ac \ub3c5\uc810 \uc218\ud61c\uc8fc\ub85c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ud568\uaed8 \ub2f4\ub294 \uac83\uc774 \uade0\ud615 \uc7a1\ud78c \ubc18\ub3c4\uccb4 \uc804\ub7b5\uc785\ub2c8\ub2e4. AMD(AMD)\ub294 \uc778\ud37c\ub7f0\uc2a4(Inference) \uce69 \uc2dc\uc7a5\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\uc758 \ub300\uc548\uc73c\ub85c \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc73c\uba70, MI300X \uc2dc\ub9ac\uc988\uc758 \uc218\uc694\uac00 \ube60\ub974\uac8c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>ETF \ud22c\uc790:<\/strong> \uac1c\ubcc4 \uc885\ubaa9 \ub9ac\uc2a4\ud06c\uac00 \ubd80\ub2f4\uc2a4\ub7fd\ub2e4\uba74, <strong>SMH(VanEck Semiconductor ETF)<\/strong> \uc640 <strong>SOXX(iShares Semiconductor ETF)<\/strong> \uac00 \ub300\ud45c\uc801\uc778 \ubc18\ub3c4\uccb4 \uc139\ud130 ETF\uc785\ub2c8\ub2e4. SMH\ub294 TSMC\uc640 \uc5d4\ube44\ub514\uc544, ASML\uc758 \ube44\uc911\uc774 \ub192\uc544 AI \ubc18\ub3c4\uccb4 \ud61c\ud0dd\uc744 \uace0\ub8e8 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubcf4\ub2e4 \uacf5\uaca9\uc801\uc778 \ud22c\uc790\ub97c \uc6d0\ud55c\ub2e4\uba74 <strong>SOXQ(Invesco PHLX Semiconductor ETF)<\/strong> \ub3c4 \uace0\ub824\ud574\ubcfc \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>ASML: \uce69\uc744 \ub9cc\ub4dc\ub294 \uae30\uacc4\ub97c \ub9cc\ub4dc\ub294 \ub3c5\uc810 \uae30\uc5c5<\/strong> \ub9c8\uc9c0\ub9c9\uc73c\ub85c \ube7c\ub193\uc744 \uc218 \uc5c6\ub294 \uc885\ubaa9\uc774 <strong>ASML(ASML)<\/strong> \uc785\ub2c8\ub2e4. \ucd5c\ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5d0 \ud544\uc218\uc801\uc778 EUV(\uadf9\uc790\uc678\uc120) \ub178\uad11 \uc7a5\ube44\ub97c \uc804 \uc138\uacc4\uc5d0\uc11c \uc720\uc77c\ud558\uac8c \uc0dd\uc0b0\ud569\ub2c8\ub2e4. TSMC\ub3c4, \uc0bc\uc131\ub3c4, \uc778\ud154\ub3c4 ASML \uc7a5\ube44 \uc5c6\uc774\ub294 \ucd5c\ucca8\ub2e8 \uce69\uc744 \ub9cc\ub4e4 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. AI \uce69 \ud601\uba85\uc774 \uac00\uc18d\ud654\ub420\uc218\ub85d ASML\uc758 \uc7a5\ube44 \uc218\uc694\ub294 \uad6c\uc870\uc801\uc73c\ub85c \uc99d\uac00\ud560 \uc218\ubc16\uc5d0 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">\u2705 \uc624\ub298 \ubc24 \ubc14\ub85c \uc2e4\ucc9c\ud560 3\ub2e8\uacc4 \uccb4\ud06c\ub9ac\uc2a4\ud2b8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1\ub2e8\uacc4: \ubc18\ub3c4\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc7ac\uc810\uac80<\/strong> \ud604\uc7ac \ubcf4\uc720 \uc911\uc778 \ubc18\ub3c4\uccb4 \uad00\ub828 \uc885\ubaa9\uc774 \uc5d4\ube44\ub514\uc544 \ud55c \uc885\ubaa9\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\ub2e4\uba74, \ube0c\ub85c\ub4dc\ucef4(AVGO), TSMC(TSM), ASML(ASML)\ub85c \ubd84\uc0b0\ud558\ub294 \uacc4\ud68d\uc744 \uc138\uc6b0\uc138\uc694. \ucc28\uc138\ub300 AI \uce69 \ud601\uba85\uc758 \uc218\ud61c\ub97c \uace0\ub8e8 \ubc1b\ub294 \uad6c\uc870\ub97c \ub9cc\ub4dc\ub294 \uac83\uc774 \ubaa9\ud45c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2\ub2e8\uacc4: SMH \ub610\ub294 SOXX \ube44\uc911 \uc124\uc815<\/strong> \uac1c\ubcc4 \uc885\ubaa9 \uc120\ud0dd\uc774 \uc5b4\ub835\ub2e4\uba74, SMH \ub610\ub294 SOXX\ub97c \ubc18\ub3c4\uccb4 \uc139\ud130 \ucf54\uc5b4 \uc790\uc0b0\uc73c\ub85c \uc804\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 10~15% \ube44\uc911\uc73c\ub85c \uc124\uc815\ud558\uc138\uc694. \uc774\uac83\ub9cc\uc73c\ub85c\ub3c4 AI \ubc18\ub3c4\uccb4 \ud601\uba85\uc758 \uacfc\uc2e4\uc744 \ucda9\ubd84\ud788 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3\ub2e8\uacc4: \uc138\ub808\ube0c\ub77c\uc2a4 \ubc0f \ub77c\uc774\ud2b8\ub9e4\ud130 IPO \uc54c\ub9bc \uc124\uc815<\/strong> \uad6c\uae00 \uc54c\ub9ac\ubbf8\uc5d0\uc11c &#8220;Cerebras IPO&#8221;, &#8220;Lightmatter IPO&#8221; \ud0a4\uc6cc\ub4dc\ub85c \ub274\uc2a4 \uc54c\ub9bc\uc744 \uc124\uc815\ud574\ub450\uc138\uc694. \uc774 \ub450 \uae30\uc5c5\uc774 \uc0c1\uc7a5\ud558\ub294 \uc21c\uac04\uc740 AI \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \ud310\ub3c4 \ubcc0\ud654\ub97c \uc54c\ub9ac\ub294 \uc2e0\ud638\ud0c4\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\ude4b \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38 (FAQ)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q1. \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uce69\uc774 \uc5d4\ube44\ub514\uc544\ub97c \uc644\uc804\ud788 \ub300\uccb4\ud560 \uc218 \uc788\ub098\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A. \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uc758 CUDA \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4\ub294 \uc218\uc2ed\ub9cc \uba85\uc758 \uac1c\ubc1c\uc790\uc640 \uc218\ucc9c \uac1c\uc758 AI \ub77c\uc774\ube0c\ub7ec\ub9ac\ub85c \uad6c\uc131\ub41c \uac15\ub825\ud55c \ud574\uc790\uc785\ub2c8\ub2e4. \ud558\ub4dc\uc6e8\uc5b4\uac00 \uc544\ubb34\ub9ac \ub6f0\uc5b4\ub098\ub3c4 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4\uac00 \ub530\ub77c\uc624\uc9c0 \uc54a\uc73c\uba74 \uc2dc\uc7a5 \uce68\ud22c\uac00 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc 5~10\ub144 \uc7a5\uae30 \uad00\uc810\uc5d0\uc11c\ub294 \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uce69\uc774 \ud2b9\uc815 \uace0\uc131\ub2a5 \uc5f0\uc0b0 \ubd84\uc57c\uc5d0\uc11c \uc758\ubbf8 \uc788\ub294 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uac00\uc838\uac08 \uac00\ub2a5\uc131\uc774 \ucda9\ubd84\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q2. TSMC \uc8fc\uc2dd\uc744 \uc0b4 \ub54c \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\ub294 \uc5b4\ub5bb\uac8c \ubd10\uc57c \ud558\ub098\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A. \ub300\ub9cc \ub9ac\uc2a4\ud06c\ub294 TSMC \ud22c\uc790\uc758 \uac00\uc7a5 \ud070 \ubd88\ud655\uc2e4\uc131\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 TSMC\uac00 \ubbf8\uad6d \uc560\ub9ac\uc870\ub098, \uc77c\ubcf8 \uad6c\ub9c8\ubaa8\ud1a0, \ub3c5\uc77c\uc5d0 \uacf5\uc7a5\uc744 \uac74\uc124\ud558\uba70 \uc9c0\ub9ac\uc801 \ubd84\uc0b0\uc744 \uc9c4\ud589 \uc911\uc774\ub77c\ub294 \uc810\uc740 \uae0d\uc815\uc801\uc785\ub2c8\ub2e4. \uc7a5\uae30 \ud22c\uc790\uc790\ub77c\uba74 TSMC\ub97c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 \uc77c\ubd80\ub85c \uc720\uc9c0\ud558\ub418, \ube44\uc911\uc744 \uc804\uccb4\uc758 5~8% \uc774\ub0b4\ub85c \uc81c\ud55c\ud558\uace0 ASML, \ube0c\ub85c\ub4dc\ucef4 \ub4f1\uc73c\ub85c \ubd84\uc0b0\ud558\ub294 \uac83\uc774 \ub9ac\uc2a4\ud06c \uad00\ub9ac\uc758 \ud575\uc2ec\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q3. \ud55c\uad6d \ud22c\uc790\uc790\uac00 ASML\uc744 \uc0b4 \ub54c \uc8fc\uc758\ud560 \uc810\uc740 \ubb34\uc5c7\uc778\uac00\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A. ASML\uc740 \ub124\ub35c\ub780\ub4dc \uc0c1\uc7a5 \uae30\uc5c5\uc73c\ub85c, \ubbf8\uad6d \ub098\uc2a4\ub2e5\uc5d0\ub3c4 ADR(\ubbf8\uad6d\uc608\ud0c1\uc99d\uad8c) \ud615\ud0dc\ub85c \uc0c1\uc7a5\ub418\uc5b4 \uc788\uc5b4 \uad6d\ub0b4 \uc99d\uad8c\uc0ac\ub97c \ud1b5\ud574 \ube44\uad50\uc801 \uc27d\uac8c \ub9e4\uc218\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc \uc720\ub7fd \uae30\uc5c5\uc774\ub77c \ubc30\ub2f9\uc5d0 \ub124\ub35c\ub780\ub4dc \uc6d0\ucc9c\uc9d5\uc218\uc138(15%)\uac00 \ubd80\uacfc\ub418\uba70, \ud658\uc728 \ubcc0\uc218\ub3c4 \ub2ec\ub7ec\u00b7\uc720\ub85c \ub450 \uac00\uc9c0\ub97c \ud568\uaed8 \uace0\ub824\ud574\uc57c \ud569\ub2c8\ub2e4. \ubbf8\uad6d \ub098\uc2a4\ub2e5 \uc0c1\uc7a5 ASML ADR\uc744 \ub9e4\uc218\ud558\uba74 \ub2ec\ub7ec \uae30\uc900\uc73c\ub85c \ub2e8\uc21c\ud558\uac8c \uc811\uadfc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">\ub9c8\uce58\uba70: \uc811\uc2dc\ub9cc\ud55c \uce69\uc774 \ubc14\uafc0 \uc138\uc0c1, \ub2f9\uc2e0\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub294 \uc900\ube44\ub410\ub294\uac00?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\ub3c4\uccb4 \ud601\uba85\uc740 \ub05d\ub098\uc9c0 \uc54a\uc558\uc2b5\ub2c8\ub2e4. \uc624\ud788\ub824 \uc774\uc81c \ub9c9 2\ub9c9\uc774 \uc5f4\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uac00 1\ub9c9\uc758 \uc8fc\uc778\uacf5\uc774\uc5c8\ub2e4\uba74, \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uce69, \uad11\uc790 \uce69, \ucee4\uc2a4\ud140 ASIC\uc740 2\ub9c9\uc758 \ud575\uc2ec \ud0a4\uc6cc\ub4dc\uc785\ub2c8\ub2e4. \uadf8\ub9ac\uace0 \uc774 \ubaa8\ub4e0 \ud601\uba85\uc758 \uae30\ubc18\uc5d0\ub294 TSMC\uc640 ASML\uc774\ub77c\ub294 \ub450 \uac1c\uc758 \ub3c5\uc810 \uc778\ud504\ub77c \uae30\uc5c5\uc774 \ubc84\ud2f0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc811\uc2dc\ub9cc\ud55c AI \uce69 \ud558\ub098\uac00 \uc218\ucc9c \uac1c\uc758 GPU\ub97c \ub300\uccb4\ud558\ub294 \uc138\uc0c1. \ube5b\uc73c\ub85c \uc5f0\uc0b0\ud558\uace0, \uc6b0\uc8fc\uc5d0\uc11c \ub370\uc774\ud130\ub97c \ub0b4\ub824\ubc1b\uc73c\uba70, \ub9de\ucda4\ud615 AI \uce69\uc774 \uac01 \uae30\uc5c5\uc758 \uacbd\uc7c1\ub825\uc744 \uc88c\uc6b0\ud558\ub294 \uc138\uc0c1. \uadf8 \uc138\uc0c1\uc740 SF \uc601\ud654 \uc18d \uc774\uc57c\uae30\uac00 \uc544\ub2c8\ub77c, \uc9c0\uae08 \uc774 \uc21c\uac04 \ub098\uc2a4\ub2e5\uc5d0\uc11c \uc870\uc6a9\ud788 \uac00\uaca9\uc5d0 \ubc18\uc601\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud750\ub984\uc744 \uba3c\uc800 \uc774\ud574\ud558\uace0 \ud3ec\uc9c0\uc158\uc744 \uc7a1\ub294 \ud22c\uc790\uc790\uac00, \ub2e4\uc74c 10\ub144\uc758 \uc9c4\uc9dc \uc2b9\uc790\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83d\udcfb <strong>\ub354 \uc0dd\uc0dd\ud55c \uc2dc\ud669 \ubd84\uc11d\uacfc \uc2e4\uc2dc\uac04 \ud22c\uc790 \uc804\ub7b5\uc740 [\uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624] \ud31f\uce90\uc2a4\ud2b8\uc640 \uc720\ud29c\ube0c\uc5d0\uc11c \ud655\uc778\ud558\uc138\uc694!<\/strong> \ub9e4\uc8fc \ubbf8\uad6d \uc99d\uc2dc\uc758 \ud575\uc2ec \ud750\ub984\uacfc \uac1c\uc778 \ud22c\uc790\uc790\ub97c \uc704\ud55c \uc2e4\uc804 \uc804\ub7b5\uc744 \uc804\ub2ec\ud574 \ub4dc\ub9bd\ub2c8\ub2e4. \uc9c0\uae08 \ubc14\ub85c \uad6c\ub3c5\ud558\uace0 \uc54c\ub9bc\uc744 \uc124\uc815\ud558\uc138\uc694. \ud83d\udc49 <strong>[\uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624 \uc720\ud29c\ube0c \ucc44\ub110 \ubc14\ub85c\uac00\uae30]<\/strong> | <strong>[\ud31f\uce90\uc2a4\ud2b8 \uad6c\ub3c5\ud558\uae30]<\/strong><\/p>\n\n\n\n<iframe loading=\"lazy\" width=\"768\" height=\"432\" src=\"https:\/\/www.youtube.com\/embed\/vvSRFEkElEM\" title=\"\uc5d4\ube44\ub514\uc544 \ud3ed\ubc1c \uc804\uc57c! \ubd84\uc11d\uac00\ub4e4\uc774 \ubc24\uc0c8\uba70 \ucc3e\uc544\ub0b8 \uc5ed\ub300\uae09 \ub9e4\uc218 \ud0c0\uc810\uc740?\" 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<script type=\"application\/ld+json\">\n[\n  {\n    \"@context\": \"https:\/\/schema.org\",\n    \"@type\": \"Article\",\n    \"headline\": \"\uc811\uc2dc\ub9cc\ud55c AI \uce69\uc774 \ub098\uc2a4\ub2e5\uc744 \ubc14\uafbc\ub2e4 \u2014 \ucc28\uc138\ub300 \ubc18\ub3c4\uccb4 \ud601\uba85\uacfc \ud22c\uc790 \uc804\ub7b5\uc758 \ubaa8\ub4e0 \uac83\",\n    \"alternativeHeadline\": \"Wafer-Scale AI Chips: How the Next Semiconductor Revolution Is Reshaping Nasdaq\",\n    \"description\": \"\uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uce69, \uad11\uc790 \uce69, \ucee4\uc2a4\ud140 ASIC\uc774 \uc5d4\ube44\ub514\uc544 \ub3c5\uc8fc \uccb4\uc81c\uc5d0 \ub3c4\uc804\ud558\ub294 \ucc28\uc138\ub300 AI \ubc18\ub3c4\uccb4 \ud601\uba85 \uc644\uc804 \ubd84\uc11d. \ube0c\ub85c\ub4dc\ucef4, TSMC, ASML, AMD \ud22c\uc790 \uc804\ub7b5\uacfc \ud55c\uad6d\u00b7\ubbf8\uad6d \uac70\uc8fc\uc790\ub97c \uc704\ud55c \uc2e4\uc804 \uac00\uc774\ub4dc.\",\n    \"author\": {\n      \"@type\": \"Organization\",\n      \"name\": \"seoulcast.com\",\n      \"url\": \"https:\/\/seoulcast.com\"\n    },\n    \"publisher\": {\n      \"@type\": \"Organization\",\n      \"name\": \"seoulcast.com\",\n      \"logo\": {\n        \"@type\": \"ImageObject\",\n        \"url\": \"https:\/\/seoulcast.com\/logo.png\"\n      }\n    },\n    \"datePublished\": \"2025-05-24\",\n    \"dateModified\": \"2025-05-24\",\n    \"mainEntityOfPage\": {\n      \"@type\": \"WebPage\",\n      \"@id\": \"https:\/\/seoulcast.com\/wafer-scale-ai-chip-nasdaq-revolution\"\n    },\n    \"keywords\": \"\uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uce69, AI \ubc18\ub3c4\uccb4, \ub098\uc2a4\ub2e5, \uc5d4\ube44\ub514\uc544, \ube0c\ub85c\ub4dc\ucef4, TSMC, ASML, \uad11\uc790 \uce69, \ucee4\uc2a4\ud140 ASIC, \ubbf8\uad6d \uc8fc\uc2dd, \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624, \ubc18\ub3c4\uccb4 ETF, SMH, SOXX\"\n  },\n  {\n    \"@context\": \"https:\/\/schema.org\",\n    \"@type\": \"FAQPage\",\n    \"mainEntity\": [\n      {\n        \"@type\": \"Question\",\n        \"name\": \"\uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uce69\uc774 \uc5d4\ube44\ub514\uc544\ub97c \uc644\uc804\ud788 \ub300\uccb4\ud560 \uc218 \uc788\ub098\uc694?\",\n        \"acceptedAnswer\": {\n          \"@type\": \"Answer\",\n          \"text\": \"\ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uc758 CUDA \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4\ub294 \uc218\uc2ed\ub9cc \uba85\uc758 \uac1c\ubc1c\uc790\uc640 \uc218\ucc9c \uac1c\uc758 AI \ub77c\uc774\ube0c\ub7ec\ub9ac\ub85c \uad6c\uc131\ub41c \uac15\ub825\ud55c \ud574\uc790\uc785\ub2c8\ub2e4. \ub2e4\ub9cc 5~10\ub144 \uc7a5\uae30 \uad00\uc810\uc5d0\uc11c\ub294 \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \uce69\uc774 \ud2b9\uc815 \uace0\uc131\ub2a5 \uc5f0\uc0b0 \ubd84\uc57c\uc5d0\uc11c \uc758\ubbf8 \uc788\ub294 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uac00\uc838\uac08 \uac00\ub2a5\uc131\uc774 \ucda9\ubd84\ud569\ub2c8\ub2e4.\"\n        }\n      },\n      {\n        \"@type\": \"Question\",\n        \"name\": \"TSMC \uc8fc\uc2dd\uc744 \uc0b4 \ub54c \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\ub294 \uc5b4\ub5bb\uac8c \ubd10\uc57c \ud558\ub098\uc694?\",\n        \"acceptedAnswer\": {\n          \"@type\": \"Answer\",\n          \"text\": \"\ub300\ub9cc \ub9ac\uc2a4\ud06c\ub294 TSMC \ud22c\uc790\uc758 \uac00\uc7a5 \ud070 \ubd88\ud655\uc2e4\uc131\uc785\ub2c8\ub2e4. TSMC\uac00 \ubbf8\uad6d \uc560\ub9ac\uc870\ub098, \uc77c\ubcf8 \uad6c\ub9c8\ubaa8\ud1a0, \ub3c5\uc77c\uc5d0 \uacf5\uc7a5\uc744 \uac74\uc124\ud558\uba70 \uc9c0\ub9ac\uc801 \ubd84\uc0b0\uc744 \uc9c4\ud589 \uc911\uc774\ub77c\ub294 \uc810\uc740 \uae0d\uc815\uc801\uc785\ub2c8\ub2e4. \ube44\uc911\uc744 \uc804\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 5~8% \uc774\ub0b4\ub85c \uc81c\ud55c\ud558\uace0 ASML, \ube0c\ub85c\ub4dc\ucef4 \ub4f1\uc73c\ub85c \ubd84\uc0b0\ud558\ub294 \uac83\uc774 \ub9ac\uc2a4\ud06c \uad00\ub9ac\uc758 \ud575\uc2ec\uc785\ub2c8\ub2e4.\"\n        }\n      },\n      {\n        \"@type\": \"Question\",\n        \"name\": \"\ud55c\uad6d \ud22c\uc790\uc790\uac00 ASML\uc744 \uc0b4 \ub54c \uc8fc\uc758\ud560 \uc810\uc740 \ubb34\uc5c7\uc778\uac00\uc694?\",\n        \"acceptedAnswer\": {\n          \"@type\": \"Answer\",\n          \"text\": \"ASML\uc740 \ub124\ub35c\ub780\ub4dc \uae30\uc5c5\uc73c\ub85c \ubbf8\uad6d \ub098\uc2a4\ub2e5\uc5d0\ub3c4 ADR \ud615\ud0dc\ub85c \uc0c1\uc7a5\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \ubc30\ub2f9\uc5d0 \ub124\ub35c\ub780\ub4dc \uc6d0\ucc9c\uc9d5\uc218\uc138(15%)\uac00 \ubd80\uacfc\ub418\uba70, \ub2ec\ub7ec\u00b7\uc720\ub85c \ub450 \uac00\uc9c0 \ud658\uc728 \ubcc0\uc218\ub97c \uace0\ub824\ud574\uc57c \ud569\ub2c8\ub2e4. \ubbf8\uad6d \ub098\uc2a4\ub2e5 \uc0c1\uc7a5 ASML ADR\uc744 \ub9e4\uc218\ud558\uba74 \ub2ec\ub7ec \uae30\uc900\uc73c\ub85c \ub2e8\uc21c\ud558\uac8c \uc811\uadfc\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\"\n        }\n      }\n    ]\n  }\n]\n<\/script>\n","protected":false},"excerpt":{"rendered":"<p>seoulcast.com | \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624 | \ubbf8\uc99d\uc2dc \uc2dc\ud669 \ubd84\uc11d &#8220;\uc811\uc2dc\ub9cc\ud558\ub2e4&#8221;\ub294 \ud45c\ud604\uc774 \uacfc\uc7a5\ucc98\ub7fc \ub4e4\ub9ac\uc2ed\ub2c8\uae4c? \uc2e4\uc81c\ub85c \uadf8\ub807\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. 2023\ub144 \uc138\ub808\ube0c\ub77c\uc2a4 \uc2dc\uc2a4\ud15c\uc988(Cerebras Systems)\uac00 \uacf5\uac1c\ud55c WSE-3(Wafer Scale Engine 3) \uce69\uc740 \uc9c0\ub984 \uc57d 22cm, \ubb34\uac8c\ub294 \uc131\uc778 \uc190\ubc14\ub2e5 \ub450 \uac1c\ub97c \ud569\uce5c \ud06c\uae30\uc758 \ub2e8\uc77c \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c\ub85c \ub9cc\ub4e4\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc218\ub294 \ubb34\ub824 4\uc870 \uac1c. \uc5d4\ube44\ub514\uc544\uc758 \ucd5c\uc2e0 H100 GPU\uac00 \uc57d 800\uc5b5 \uac1c\uc758 \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub97c \ud0d1\uc7ac\ud55c [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"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],"tags":[],"series":[],"class_list":["post-1367","post","type-post","status-publish","format-standard","hentry","category-1"],"episode_featured_image":false,"episode_player_image":"https:\/\/seoulcast.com\/wp-content\/plugins\/seriously-simple-podcasting\/assets\/images\/no-album-art.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=\"ve01BmBglx\"><a href=\"https:\/\/seoulcast.com\/?p=1367\">\uc811\uc2dc\ub9cc\ud55c AI \uce69\uc774 \ub098\uc2a4\ub2e5\uc744 \ubc14\uafbc\ub2e4 \u2014 \ucc28\uc138\ub300 \ubc18\ub3c4\uccb4 \ud601\uba85\uacfc \ud22c\uc790 \uc804\ub7b5\uc758 \ubaa8\ub4e0 \uac83.<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/seoulcast.com\/?p=1367&#038;embed=true#?secret=ve01BmBglx\" width=\"500\" height=\"350\" title=\"&#8220;\uc811\uc2dc\ub9cc\ud55c AI \uce69\uc774 \ub098\uc2a4\ub2e5\uc744 \ubc14\uafbc\ub2e4 \u2014 \ucc28\uc138\ub300 \ubc18\ub3c4\uccb4 \ud601\uba85\uacfc \ud22c\uc790 \uc804\ub7b5\uc758 \ubaa8\ub4e0 \uac83.&#8221; &#8212; seoulcast\" data-secret=\"ve01BmBglx\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script>\n\/*! This file is auto-generated *\/\n!function(d,l){\"use strict\";l.querySelector&&d.addEventListener&&\"undefined\"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),o=l.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),c=new RegExp(\"^https?:$\",\"i\"),i=0;i<o.length;i++)o[i].style.display=\"none\";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute(\"style\"),\"height\"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):\"link\"===t.message&&(r=new URL(s.getAttribute(\"src\")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener(\"message\",d.wp.receiveEmbedMessage,!1),l.addEventListener(\"DOMContentLoaded\",function(){for(var e,t,s=l.querySelectorAll(\"iframe.wp-embedded-content\"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute(\"data-secret\"))||(t=Math.random().toString(36).substring(2,12),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t)),e.contentWindow.postMessage({message:\"ready\",secret:t},\"*\")},!1)))}(window,document);\n\/\/# sourceURL=https:\/\/seoulcast.com\/wp-includes\/js\/wp-embed.min.js\n<\/script>\n"},"_links":{"self":[{"href":"https:\/\/seoulcast.com\/index.php?rest_route=\/wp\/v2\/posts\/1367","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/seoulcast.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/seoulcast.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/seoulcast.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/seoulcast.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1367"}],"version-history":[{"count":1,"href":"https:\/\/seoulcast.com\/index.php?rest_route=\/wp\/v2\/posts\/1367\/revisions"}],"predecessor-version":[{"id":1368,"href":"https:\/\/seoulcast.com\/index.php?rest_route=\/wp\/v2\/posts\/1367\/revisions\/1368"}],"wp:attachment":[{"href":"https:\/\/seoulcast.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1367"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/seoulcast.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1367"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/seoulcast.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1367"},{"taxonomy":"series","embeddable":true,"href":"https:\/\/seoulcast.com\/index.php?rest_route=%2Fwp%2Fv2%2Fseries&post=1367"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}