{"id":1371,"date":"2026-05-24T19:52:32","date_gmt":"2026-05-24T10:52:32","guid":{"rendered":"https:\/\/seoulcast.com\/?p=1371"},"modified":"2026-05-24T19:52:33","modified_gmt":"2026-05-24T10:52:33","slug":"%ec%9d%b4%eb%9e%98%eb%8f%84-%ea%b1%b0%ed%92%88%ec%9e%85%eb%8b%88%ea%b9%8c-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%eb%b8%94%eb%9e%99%ec%9b%b0%c2%b7%eb%a3%a8%eb%b9%88-%eb%8f%85%ec%a0%90","status":"publish","type":"post","link":"https:\/\/seoulcast.com\/?p=1371","title":{"rendered":"&#8220;\uc774\ub798\ub3c4 \uac70\ud488\uc785\ub2c8\uae4c?&#8221; \u2014 \uc5d4\ube44\ub514\uc544 \ube14\ub799\uc6f0\u00b7\ub8e8\ube48 \ub3c5\uc810 \uc120\uc5b8\uc5d0 \uacbd\uc7c1\uc0ac\ub4e4\uc774 \ucd08\ud1a0\ud654\ub41c \uc774\uc720."},"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;\uc5d4\ube44\ub514\uc544\ub294 \uac70\ud488\uc774\ub2e4.&#8221; 2023\ub144\ubd80\ud130 \uc9c0\uae08\uae4c\uc9c0 \uc218\ub3c4 \uc5c6\uc774 \ubc18\ubcf5\ub41c \uc774 \ub9d0\uc744 \uae30\uc5b5\ud558\uc2ed\ub2c8\uae4c? \uc8fc\uac00\uac00 10\ubc30 \uc624\ub97c \ub54c\ub3c4, 20\ubc30 \uc624\ub97c \ub54c\ub3c4 \ub204\uad70\uac00\ub294 \ud56d\uc0c1 \uac70\ud488\uc744 \uc678\ucce4\uc2b5\ub2c8\ub2e4. \uadf8\ub7f0\ub370 2025\ub144, \uc5d4\ube44\ub514\uc544\ub294 \uc804\uccb4 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc810\uc720\uc728 15.8%\ub85c 1\uc704\uc5d0 \uc624\ub974\uba70 \ucc98\uc74c\uc73c\ub85c \uc5f0\uac04 \ub9e4\ucd9c 1,000\uc5b5 \ub2ec\ub7ec\ub97c \ub3cc\ud30c\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub9ac\uace0 \uc9c0\uae08 \uc774 \uc21c\uac04\uc5d0\ub3c4 \ube14\ub799\uc6f0(Blackwell)\uc740 \ud314\ub9ac\uace0 \uc788\uace0, \ub8e8\ube48(Rubin)\uc740 \ucd9c\ud558\ub97c \uc55e\ub450\uace0 \uc788\uc73c\uba70, \uc218\uc8fc \uc794\uace0\ub9cc 5,000\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud569\ub2c8\ub2e4. \uc774\ub798\ub3c4 \uac70\ud488\uc774\ub77c\uace0 \ud558\uc2dc\uaca0\uc2b5\ub2c8\uae4c? <a href=\"https:\/\/www.thelec.kr\/news\/articleView.html?idxno=50838\" target=\"_blank\" rel=\"noreferrer noopener\">Thelec<\/a><a href=\"https:\/\/www.g-enews.com\/article\/Securities\/2025\/12\/202512191436418878e250e8e188_1\" target=\"_blank\" rel=\"noreferrer noopener\">G-News<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ub298 \uc0dd\uc0dd \ubbf8\uad6d \uc8fc\uc2dd \ub77c\ub514\uc624\uc5d0\uc11c\ub294 \uc5d4\ube44\ub514\uc544\uac00 \uc65c \uacbd\uc7c1\uc0ac\ub4e4\uc744 \uc644\uc804\ud788 \ucd08\ud1a0\ud654\uc2dc\ud0a4\uace0 \uc788\ub294\uc9c0, \ube14\ub799\uc6f0\uacfc \ub8e8\ube48\uc774\ub77c\ub294 \ub450 \uac1c\uc758 \ud575\ud3ed\ud0c4\uc774 AI \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc5d0 \uc5b4\ub5a4 \uc9c0\uac01\ubcc0\ub3d9\uc744 \uc77c\uc73c\ud0a4\uace0 \uc788\ub294\uc9c0\ub97c \ub370\uc774\ud130\uc640 \ud568\uaed8 \ub0b1\ub0b1\uc774 \ubd84\uc11d\ud569\ub2c8\ub2e4. \uadf8\ub9ac\uace0 \uc9c0\uae08 \uc774 \uc2dc\uc810\uc5d0\uc11c \uac1c\uc778 \ud22c\uc790\uc790\uac00 \ucde8\ud574\uc57c \ud560 \uad6c\uccb4\uc801\uc778 \ud589\ub3d9 \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>\uc5d4\ube44\ub514\uc544\ub294 AI \uac00\uc18d\uae30 \uc2dc\uc7a5\uc5d0\uc11c 92%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc73c\uba70, \ube14\ub799\uc6f0\u00b7\ub8e8\ube48 \uc218\uc8fc \uc794\uace0\ub9cc 5,000\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud569\ub2c8\ub2e4. \uc774\ub294 \ud5a5\ud6c4 2~3\ub144\uce58 \ub9e4\ucd9c\uc774 \uc774\ubbf8 \ud655\ubcf4\ub418\uc5b4 \uc788\uc74c\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. <a href=\"https:\/\/www.g-enews.com\/article\/Securities\/2025\/12\/202512191436418878e250e8e188_1\" target=\"_blank\" rel=\"noreferrer noopener\">G-News<\/a><\/li>\n\n\n\n<li><strong>\ube14\ub799\uc6f0\uc740 \ud604\uc7ac, \ub8e8\ube48\uc740 \ubbf8\ub798\uc785\ub2c8\ub2e4.<\/strong> \ub8e8\ube48\uc740 \ube14\ub799\uc6f0 \ub300\ube44 \ucd94\ub860\uc5d0\uc11c \uc640\ud2b8\ub2f9 \ucc98\ub9ac\ub7c9 10\ubc30, \ud1a0\ud070\ub2f9 \ube44\uc6a9 10\ubd84\uc758 1 \uc218\uc900\uc73c\ub85c \ub0ae\ucd9c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. <a href=\"https:\/\/www.aitimes.com\/news\/articleView.html?idxno=205467\" target=\"_blank\" rel=\"noreferrer noopener\">AI\ud0c0\uc784\uc2a4<\/a><\/li>\n\n\n\n<li><strong>AMD, \uc778\ud154, \uad6c\uae00 TPU \ubaa8\ub450 \ub3c4\uc804\uc7a5\uc744 \ub0b4\ubc00\uc5c8\uc9c0\ub9cc<\/strong>, \uc5d4\ube44\ub514\uc544\uc758 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4(CUDA)\ub77c\ub294 \ud574\uc790\ub294 \ud558\ub4dc\uc6e8\uc5b4\ub9cc\uc73c\ub85c\ub294 \ubb34\ub108\ub728\ub9b4 \uc218 \uc5c6\ub294 \uad6c\uc870\uc801 \uc7a5\ubcbd\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. \ube14\ub799\uc6f0: \uc774\ubbf8 \uc2dc\uc7a5\uc744 \ud3c9\uc815\ud55c \ud575\ud3ed\ud0c4<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">\uc22b\uc790\ub85c \ubcf4\ub294 \ube14\ub799\uc6f0\uc758 \uc704\ub825<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\ube14\ub799\uc6f0\uc740 \ub2e8\uc21c\ud55c \uc2e0\uc81c\ud488\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uac00 \uc804\uc784 \uc81c\ud488\uc778 \ud638\ud37c(Hopper, H100\u00b7H200) \uc2dc\ub300\ub97c \uc644\uc804\ud788 \ub9c8\uac10\ud558\uace0 \uc0c8\ub85c\uc6b4 AI \ubc18\ub3c4\uccb4 \ud328\ub7ec\ub2e4\uc784\uc744 \uc120\uc5b8\ud55c \uc544\ud0a4\ud14d\ucc98\uc785\ub2c8\ub2e4. \uc2dc\uc7a5 \uc870\uc0ac\uc5d0 \ub530\ub974\uba74 \uc5d4\ube44\ub514\uc544\uc758 2025\ub144 \ud558\uc774\uc5d4\ub4dc \ucd9c\ud558 \ube44\uc911\uc740 \ube14\ub799\uc6f0\uc774 80% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\uba70, GB200\u00b7HGX B200 \ud50c\ub7ab\ud3fc\uc774 2025\ub144 \ub0b4\ub0b4 \uc591\uc0b0\u00b7\ud655\ub300\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. <a href=\"https:\/\/www.ilemonde.com\/news\/articleView.html?idxno=21398\" target=\"_blank\" rel=\"noreferrer noopener\">Ilemonde<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube14\ub799\uc6f0\uc758 \ud575\uc2ec \uc2a4\ud399\uc744 \uc0b4\ud3b4\ubcf4\uba74 \uadf8 \uc704\ub825\uc774 \uba85\ud655\ud574\uc9d1\ub2c8\ub2e4. \uc804\uc784 H100 \ub300\ube44 AI \ud559\uc2b5 \uc131\ub2a5\uc740 \uc57d 4\ubc30, \ucd94\ub860 \uc131\ub2a5\uc740 \uc57d 30\ubc30 \ud5a5\uc0c1\ub410\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ub300\uaddc\ubaa8 \uc5b8\uc5b4\ubaa8\ub378(LLM) \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\uc5d0\uc11c\uc758 \uc131\ub2a5 \ub3c4\uc57d\uc740 \uc804\ub840\uac00 \uc5c6\ub294 \uc218\uc900\uc785\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \uad6c\uae00, \uc544\ub9c8\uc874, \uba54\ud0c0 \u2014 \uc804 \uc138\uacc4 \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc774 \ube14\ub799\uc6f0\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\uc758 \uc120\uc8fc\ubb38\uc744 \uc3df\uc544\ubd80\uc740 \uac83\uc740 \uc774 \uc131\ub2a5 \ub3c4\uc57d\uc774 \ub2e8\uc21c\ud55c \ub9c8\ucf00\ud305\uc774 \uc544\ub2d8\uc744 \uc99d\uba85\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\ube14\ub799\uc6f0 \uc6b8\ud2b8\ub77c: \ub8e8\ube48 \uc804 \ub9c8\uc9c0\ub9c9 \uc5c5\uadf8\ub808\uc774\ub4dc<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\uc758 \ub85c\ub4dc\ub9f5\uc5d0 \ub530\ub974\uba74, 2025\ub144 \ud558\ubc18\uae30\uc5d0\ub294 \ube14\ub799\uc6f0 \uc544\ud0a4\ud14d\ucc98\uc758 &#8216;B300&#8217; \uce69\uc744 \uc7a5\ucc29\ud55c \ube14\ub799\uc6f0 \uc6b8\ud2b8\ub77c(GB300 NVL72)\ub97c \ucd9c\uc2dc\ud588\uc73c\uba70, GPU 72\uc7a5\uc774 \ud3ec\ud568\ub41c \ub799 \ub2e8\uc704 \uc11c\ubc84\ub85c \uad6c\uc131\ub429\ub2c8\ub2e4. \ube14\ub799\uc6f0 \uc6b8\ud2b8\ub77c\ub294 \uae30\uc874 \ube14\ub799\uc6f0 \ub300\ube44 HBM3E \uba54\ubaa8\ub9ac\ub97c \ucd5c\ub300\ud55c \ud65c\uc6a9\ud574 \ucd94\ub860 \uc131\ub2a5\uc744 \ud55c \ub2e8\uacc4 \ub354 \ub04c\uc5b4\uc62c\ub838\uc2b5\ub2c8\ub2e4. \uc774\ubbf8 \ube14\ub799\uc6f0\uc744 \ub3c4\uc785\ud55c \uae30\uc5c5\ub4e4\ub3c4 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc5c5\ub370\uc774\ud2b8\ub9cc\uc73c\ub85c \uc989\uac01\uc801\uc778 \uc131\ub2a5 \uac1c\uc120 \ud6a8\uacfc\ub97c \ubcfc \uc218 \uc788\ub3c4\ub85d \uc124\uacc4\ub41c \uc810\uc774 \uc5d4\ube44\ub514\uc544 \ud50c\ub7ab\ud3fc\uc758 \uac15\uc810\uc785\ub2c8\ub2e4. <a href=\"https:\/\/www.aitimes.com\/news\/articleView.html?idxno=201950\" target=\"_blank\" rel=\"noreferrer noopener\">AI\ud0c0\uc784\uc2a4<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\ubb38\uac00\ub4e4\uc740 2026\ub144 \uc0c1\ubc18\uae30\uae4c\uc9c0 \uc2e0\uaddc AI \uc778\ud504\ub77c\ub97c \uad6c\ucd95\ud558\ub294 \uae30\uc5c5\uc774\ub77c\uba74 \ube14\ub799\uc6f0\uc744 \uc120\ud0dd\ud558\ub294 \uac83\uc774 \ud569\ub9ac\uc801\uc774\uba70, 2026\ub144 \ud558\ubc18\uae30 \uc774\ud6c4 \ub300\uaddc\ubaa8 \uc778\ud504\ub77c \ud655\uc7a5\uc744 \uacc4\ud68d\ud558\ub294 \uae30\uc5c5\uc774\ub77c\uba74 \ubca0\ub77c \ub8e8\ube48\uc758 \ud68d\uae30\uc801\uc778 \uc804\ub825 \ud6a8\uc728\uacfc \ube44\uc6a9 \uad6c\uc870\ub97c \ub85c\ub4dc\ub9f5\uc5d0 \ubc18\uc601\ud560 \ud544\uc694\uac00 \uc788\ub2e4\uace0 \uc870\uc5b8\ud569\ub2c8\ub2e4. \uc774\ub294 \uc5d4\ube44\ub514\uc544\uac00 \ube14\ub799\uc6f0\uacfc \ub8e8\ube48\uc774\ub77c\ub294 \ub450 \uac1c\uc758 \ubb34\uae30\ub85c \ub2e8\uae30\u00b7\uc7a5\uae30 \uc218\uc694\ub97c \ubaa8\ub450 \uc7a0\uadfc \uc644\ubcbd\ud55c \ud3ec\uc9c4\uc784\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. <a href=\"https:\/\/www.aitimes.com\/news\/articleView.html?idxno=205467\" target=\"_blank\" rel=\"noreferrer noopener\">AI\ud0c0\uc784\uc2a4<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">2. \ub8e8\ube48: \uacbd\uc7c1\uc0ac\ub4e4\uc774 \ucd08\ud1a0\ud654\ub41c \uc9c4\uc9dc \uc774\uc720<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">\ube14\ub799\uc6f0 5\ubc30 \uc131\ub2a5, \ube44\uc6a9\uc740 10\ubd84\uc758 1<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\ub8e8\ube48\uc740 \ub300\uaddc\ubaa8 MoE(\uc804\ubb38\uac00 \ud63c\ud569) \ubaa8\ub378\uc758 \ud559\uc2b5\uc5d0 \ud544\uc694\ud55c GPU \uc218\ub97c 4\ubd84\uc758 1\ub85c \uc904\uc774\uace0, \ucd94\ub860\uc5d0\uc11c\ub294 \uc640\ud2b8\ub2f9 \ucc98\ub9ac\ub7c9\uc744 10\ubc30, \ud1a0\ud070\ub2f9 \ube44\uc6a9\uc744 10\ubd84\uc758 1 \uc218\uc900\uc73c\ub85c \ub0ae\ucd9c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774 \uc22b\uc790\uac00 \uc5bc\ub9c8\ub098 \ucda9\uaca9\uc801\uc778\uc9c0 \uc2e4\uac10\ud558\uae30 \uc704\ud574\uc11c\ub294 \ub9e5\ub77d\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \ud604\uc7ac \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc774 AI \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc5d0 \uc3df\uc544\ubd93\ub294 \ube44\uc6a9 \uc911 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\ub294 \uac83\uc774 \uc804\ub825 \ube44\uc6a9\uacfc \uce69 \ube44\uc6a9\uc785\ub2c8\ub2e4. \ub8e8\ube48\uc774 \uc774 \ub450 \uac00\uc9c0\ub97c \ub3d9\uc2dc\uc5d0 10\ubd84\uc758 1\ub85c \ub0ae\ucdb0\uc900\ub2e4\uba74, \uae30\uc5c5\ub4e4\uc758 AI \uc11c\ube44\uc2a4 \uc6d0\uac00 \uad6c\uc870\uac00 \uadfc\ubcf8\uc801\uc73c\ub85c \ubc14\ub01d\ub2c8\ub2e4. <a href=\"https:\/\/www.aitimes.com\/news\/articleView.html?idxno=205467\" target=\"_blank\" rel=\"noreferrer noopener\">AI\ud0c0\uc784\uc2a4<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc820\uc2a8 \ud669 CEO\ub294 \ub8e8\ube48 GPU\uc5d0 6\uc138\ub300 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\uc778 HBM4\uac00 \ucc44\ud0dd\ub420 \uac83\uc774\ub77c\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. HBM4\ub294 \ud604\uc7ac SK\ud558\uc774\ub2c9\uc2a4\uc640 \uc0bc\uc131\uc804\uc790\uac00 \uce58\uc5f4\ud558\uac8c \uac1c\ubc1c \uacbd\uc7c1\uc744 \ubc8c\uc774\uace0 \uc788\ub294 \ucc28\uc138\ub300 \uba54\ubaa8\ub9ac\uc785\ub2c8\ub2e4. \ub300\uc2e0\uc99d\uad8c\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74 2026\ub144 HBM4 \uc2dc\uc7a5\uc5d0\uc11c SK\ud558\uc774\ub2c9\uc2a4\uac00 55%, \uc0bc\uc131\uc804\uc790\uac00 28%, \ub9c8\uc774\ud06c\ub860\uc774 17%\uc758 \uc810\uc720\uc728\uc744 \uac00\uc9c8 \uac83\uc73c\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4. \ub8e8\ube48\uc758 HBM4 \ucc44\ud0dd\uc740 \uc774 \uba54\ubaa8\ub9ac \uacf5\uae09\ub9dd \uc804\uccb4\uc5d0 \uad6c\uc870\uc801 \uc218\ud61c\ub97c \uc548\uaca8\uc8fc\ub294 \uacb0\uc815\uc785\ub2c8\ub2e4. <a href=\"https:\/\/www.newstheai.com\/news\/articleView.html?idxno=5600\" target=\"_blank\" rel=\"noreferrer noopener\">THE AI<\/a><a href=\"https:\/\/biz.newdaily.co.kr\/site\/data\/html\/2026\/03\/30\/2026033000155.html\" target=\"_blank\" rel=\"noreferrer noopener\">Newdaily<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\ub8e8\ube48 CPX: \ucd94\ub860 \uc2dc\uc7a5\uae4c\uc9c0 \ub3c5\uc2dd \uc120\uc5b8<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\ub294 AI \ucd94\ub860 \uc791\uc5c5\uc5d0 \ud2b9\ud654\ub41c \uc2e0\ud615 GPU &#8216;\ub8e8\ube48 CPX&#8217;\ub97c 2026\ub144 \ub9d0 \ucd9c\uc2dc\ud560 \uacc4\ud68d\uc774\ub77c\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. \uc774 \uce69\uc740 \uc601\uc0c1 \uc0dd\uc131, \uac80\uc0c9, \ub300\uaddc\ubaa8 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uac1c\ubc1c, \ucf54\ub4dc \uc0dd\uc131 \ub4f1\uc5d0 \ucd5c\uc801\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uac83\uc774 \uacbd\uc7c1\uc0ac\ub4e4\uc5d0\uac8c \uce58\uba85\uc801\uc778 \uc774\uc720\ub294 \ubc14\ub85c \ud0c0\uc774\ubc0d \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc9c0\uae08\uae4c\uc9c0 AI \uce69 \uc2dc\uc7a5\uc758 \uacbd\uc7c1 \uad6c\ub3c4\ub294 &#8220;\ud559\uc2b5(Training)\uc740 \uc5d4\ube44\ub514\uc544, \ucd94\ub860(Inference)\uc740 \ud2c8\uc0c8 \uae30\uc5c5\ub4e4\uc774 \uce58\uace0 \ub4e4\uc5b4\uc62c \uc218 \uc788\ub2e4&#8221;\ub294 \ub17c\ub9ac\ub85c \ud758\ub7ec\uc654\uc2b5\ub2c8\ub2e4. \uad6c\uae00\uc758 TPU, \uc544\ub9c8\uc874\uc758 \uc778\ud37c\ub7f0\ud2f0\uc544, \uadf8\ub85c\ud06c(Groq), \uc138\ub808\ube0c\ub77c\uc2a4 \ubaa8\ub450 \ucd94\ub860 \uc2dc\uc7a5\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\ub97c \uc0c1\ub300\ub85c \uae30\ud68c\ub97c \ub178\ub824\uc654\uc2b5\ub2c8\ub2e4. <a href=\"https:\/\/www.aitimes.com\/news\/articleView.html?idxno=202291\" target=\"_blank\" rel=\"noreferrer noopener\">AI\ud0c0\uc784\uc2a4<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7f0\ub370 \ub8e8\ube48 CPX\uc758 \ucd9c\uc2dc\ub294 \uad6c\uae00\uacfc \uc544\ub9c8\uc874, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \uadf8\ub85c\ud06c, \uc138\ub808\ube0c\ub77c\uc2a4 \ub4f1 \ucd94\ub860 \uc804\uc6a9 \uce69 \uc2dc\uc7a5\uc5d0\uc11c \uae30\ud68c\ub97c \ub178\ub824\uc628 \uacbd\uc7c1\uc0ac\ub4e4\uc5d0\uac8c \uc2ec\uac01\ud55c \ud0c0\uaca9\uc774 \ub420 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uac00 \ud559\uc2b5 \uc2dc\uc7a5\uc5d0 \uc774\uc5b4 \ucd94\ub860 \uc2dc\uc7a5\uae4c\uc9c0 \uc790\uc0ac \uc81c\ud488\uc73c\ub85c \uc644\uc804\ud788 \uc7a0\uadf8\uaca0\ub2e4\ub294 \uc120\uc5b8\uc785\ub2c8\ub2e4. \uc774\uac83\uc774 &#8220;\ub3c5\uc810 \uc120\uc5b8&#8221;\uc774\ub77c\uace0 \ubd80\ub97c \uc218 \uc788\ub294 \uc774\uc720\uc785\ub2c8\ub2e4. <a href=\"https:\/\/www.aitimes.com\/news\/articleView.html?idxno=202291\" target=\"_blank\" rel=\"noreferrer noopener\">AI\ud0c0\uc784\uc2a4<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">3. CUDA \uc0dd\ud0dc\uacc4: \ud558\ub4dc\uc6e8\uc5b4\ubcf4\ub2e4 \uac15\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ud574\uc790<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">\uc65c \uacbd\uc7c1\uc0ac\ub4e4\uc774 \ud558\ub4dc\uc6e8\uc5b4\ub85c \uc774\uae38 \uc218 \uc5c6\ub294\uac00<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ce\uc740 \ubd84\ub4e4\uc774 &#8220;AMD\uc758 MI300X\uac00 \uc131\ub2a5\uc73c\ub85c\ub294 H100\uc744 \uc774\uae34\ub2e4\uace0 \ud558\ub358\ub370, \uc65c \uc2dc\uc7a5\uc740 \uc5d4\ube44\ub514\uc544\ub9cc \uc0ac\ub098\uc694?&#8221;\ub77c\uace0 \ubb3b\uc2b5\ub2c8\ub2e4. \uc815\ub2f5\uc740 \ud558\ub4dc\uc6e8\uc5b4\uac00 \uc544\ub2cc \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \ubc14\ub85c <strong>CUDA(Compute Unified Device Architecture)<\/strong> \uc0dd\ud0dc\uacc4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CUDA\ub294 \uc5d4\ube44\ub514\uc544\uac00 2006\ub144\ubd80\ud130 \uad6c\ucd95\ud574\uc628 GPU \ubcd1\ub82c \ucef4\ud4e8\ud305 \ud50c\ub7ab\ud3fc\uc785\ub2c8\ub2e4. \uc9c0\ub09c \uc57d 20\ub144\uac04 \uc804 \uc138\uacc4 \uc218\uc2ed\ub9cc \uba85\uc758 AI \uc5f0\uad6c\uc790, \ub370\uc774\ud130 \uacfc\ud559\uc790, \uc5d4\uc9c0\ub2c8\uc5b4\ub4e4\uc774 CUDA \uae30\ubc18\uc73c\ub85c \ucf54\ub4dc\ub97c \uc791\uc131\ud558\uace0, \ub77c\uc774\ube0c\ub7ec\ub9ac\ub97c \uac1c\ubc1c\ud558\uace0, \ubaa8\ub378\uc744 \ud6c8\ub828\uc2dc\ucf1c\uc654\uc2b5\ub2c8\ub2e4. \ud30c\uc774\ud1a0\uce58(PyTorch), \ud150\uc11c\ud50c\ub85c\uc6b0(TensorFlow) \ub4f1 \uc8fc\uc694 AI \ud504\ub808\uc784\uc6cc\ud06c \ubaa8\ub450 CUDA\uc5d0 \ucd5c\uc801\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc804 \uc138\uacc4 AI \uac1c\ubc1c \uc0dd\ud0dc\uacc4\uac00 CUDA\ub77c\ub294 \uc5b8\uc5b4\ub85c \uc4f0\uc5ec \uc788\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AMD\uc758 ROCm, \uc778\ud154\uc758 oneAPI \ub4f1 \ub300\uc548 \ud50c\ub7ab\ud3fc\ub4e4\uc774 \uc874\uc7ac\ud558\uc9c0\ub9cc, CUDA\uc640\uc758 \ud638\ud658\uc131\u00b7\uc131\uc219\ub3c4\u00b7\ucee4\ubba4\ub2c8\ud2f0 \uaddc\ubaa8\uc5d0\uc11c \ud604\uaca9\ud55c \uaca9\ucc28\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc774 AMD \uce69\uc744 \uc120\ud0dd\ud558\ub824\uba74 \uae30\uc874 CUDA \uae30\ubc18 \ucf54\ub4dc\ub97c ROCm\uc73c\ub85c \uc804\ud658\ud558\ub294 \ub9c9\ub300\ud55c \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ube44\uc6a9\uc744 \uac10\uc218\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774 \uc804\ud658 \ube44\uc6a9\uc774 \ubc14\ub85c \uc5d4\ube44\ub514\uc544\ub97c \uc9c0\ud0a4\ub294 \uac00\uc7a5 \uac15\ub825\ud55c \ud574\uc790\uc785\ub2c8\ub2e4. \ud558\ub4dc\uc6e8\uc5b4 \uc131\ub2a5\uc774 10% \ub354 \uc88b\ub2e4\uace0 \ud574\uc11c \uc218\ub144\uac04 \uad6c\ucd95\ud574\uc628 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc2a4\ud0dd\uc744 \uac08\uc544\uc5ce\uc744 \uae30\uc5c5\uc740 \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\">4. \uacbd\uc7c1\uc0ac\ub4e4\uc758 \ud604\uc2e4: \ucd08\ud1a0\ud654\uc758 \uc99d\uac70<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">AMD: \uc120\uc804\ud558\uc9c0\ub9cc \uc5ed\ubd80\uc871<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">AMD\uc758 MI350 \ub77c\uc778\uc5c5 \uc0c1\uc6a9\ud654\uc640 \ub300\ud615 CSP(\ud074\ub77c\uc6b0\ub4dc) \uacc4\uc57d\uc774 \uac00\uc2dc\ud654\ub418\uba70 \uc911\uc7a5\uae30 \uacbd\uc7c1 \uad6c\ub3c4\uac00 \uc7ac\uc815\ub82c\ub418\ub294 \uc591\uc0c1\uc774\uc9c0\ub9cc, \uc2dc\uc7a5 \uc810\uc720\uc728\uc5d0\uc11c\uc758 \uaca9\ucc28\ub294 \uc881\ud600\uc9c0\uc9c0 \uc54a\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 \ubc18\ub3c4\uccb4 \ub9e4\ucd9c \uae30\uc900 AMD\ub294 325\uc5b5 \ub2ec\ub7ec(\uc810\uc720\uc728 4.1%)\ub85c \uc5d4\ube44\ub514\uc544\uc758 1,257\uc5b5 \ub2ec\ub7ec(\uc810\uc720\uc728 15.8%)\uc640 \ube44\uad50\ud574 4\ubd84\uc758 1 \uc218\uc900\uc5d0 \ubd88\uacfc\ud569\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uc758 \ub9e4\ucd9c \uc131\uc7a5\ub960\uc774 63.9%\uc778 \ubc18\uba74 AMD\ub294 34.6%\ub85c \uaca9\ucc28\uac00 \uc624\ud788\ub824 \ubc8c\uc5b4\uc9c0\ub294 \uc591\uc0c1\uc785\ub2c8\ub2e4. <a href=\"https:\/\/www.ilemonde.com\/news\/articleView.html?idxno=21398\" target=\"_blank\" rel=\"noreferrer noopener\">Ilemonde<\/a><a href=\"https:\/\/www.thelec.kr\/news\/articleView.html?idxno=50838\" target=\"_blank\" rel=\"noreferrer noopener\">Thelec<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AMD\uc758 \uc804\ub7b5\uc740 &#8220;\uc5d4\ube44\ub514\uc544 \uc804\uccb4\ub97c \uc774\uae30\ub294 \uac83&#8221;\uc774 \uc544\ub2c8\ub77c &#8220;\uac00\uaca9 \ub300\ube44 \uc131\ub2a5\uc5d0\uc11c \ud569\ub9ac\uc801\uc778 \ub300\uc548\uc744 \uc6d0\ud558\ub294 \uae30\uc5c5\ub4e4\uc744 \uacf5\ub7b5\ud558\ub294 \uac83&#8221;\uc73c\ub85c \uc218\uc815\ub41c \uc0c1\ud669\uc785\ub2c8\ub2e4. \uc774\ub294 \ud604\uc2e4\uc801\uc778 \uc804\ub7b5\uc774\uc9c0\ub9cc, AI \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \uc808\ub300\uc801\uc778 \ud328\uad8c\uc790 \uc790\ub9ac\uc640\ub294 \uac70\ub9ac\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\uc778\ud154: \uc704\uae30\uc758 \uc5f0\uc18d<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\ud154\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 6%\ub85c \ud558\ub77d\ud588\uc73c\uba70, \uc774\ub294 2021\ub144\uc758 \uc808\ubc18 \uc218\uc900\uc785\ub2c8\ub2e4. 2025\ub144 \ubc18\ub3c4\uccb4 \ub9e4\ucd9c\ub3c4 \uc804\ub144 \ub300\ube44 3.9% \uac10\uc18c\ud558\uba70 \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uae30\uc5c5 \uc911 \uc720\uc77c\ud558\uac8c \uc5ed\uc131\uc7a5\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. AI \uac00\uc18d\uae30 \uc2dc\uc7a5\uc5d0\uc11c \uc778\ud154\uc758 \uac00\uc6b0\ub514(Gaudi) \uc2dc\ub9ac\uc988\ub294 \uc2dc\uc7a5\uc5d0\uc11c \uc758\ubbf8 \uc788\ub294 \uc810\uc720\uc728\uc744 \ud655\ubcf4\ud558\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5 \uc7ac\uac74\uc744 \uc704\ud55c \ub9c9\ub300\ud55c \ud22c\uc790\uac00 \ub2e8\uae30 \uc2e4\uc801\uc5d0 \uc555\ubc15\uc744 \uc8fc\ub294 \uc0c1\ud669\uc5d0\uc11c, \uc5d4\ube44\ub514\uc544\uc640\uc758 AI \uce69 \uacbd\uc7c1\uae4c\uc9c0 \ubc8c\uc774\uae30\uc5d0\ub294 \uc790\uc6d0\uc774 \ubd84\uc0b0\ub41c \uc0c1\ud0dc\uc785\ub2c8\ub2e4. <a href=\"https:\/\/www.thelec.kr\/news\/articleView.html?idxno=50838\" target=\"_blank\" rel=\"noreferrer noopener\">Thelec<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\uad6c\uae00 TPU: \ub0b4\ubd80\uc6a9 \ucd5c\uac15, \uc678\ubd80 \uc2dc\uc7a5\uc740 \ubbf8\uc9c0\uc218<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uae00\uc740 \uc790\uccb4 TPU \uce69\uc73c\ub85c \ub3c5\ub9bd \uc120\uc5b8\uc744 \ud558\uba70 \uc678\ubd80 \ud310\ub9e4 \uac80\ud1a0\ub97c \ud1b5\ud574 \uc5d4\ube44\ub514\uc544 \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\ub824 \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\uc81c\ub85c \uad6c\uae00\uc758 TPU\ub294 \uc790\uc0ac AI \uc11c\ube44\uc2a4 \uc6b4\uc601\uc5d0\uc11c \uc5d4\ube44\ub514\uc544 GPU \ub300\ube44 \ub6f0\uc5b4\ub09c \uac00\uc131\ube44\ub97c \ubcf4\uc5ec\uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc678\ubd80 \uae30\uc5c5\ub4e4\uc5d0\uac8c TPU\ub97c \ud310\ub9e4\ud558\ub824\uba74 CUDA\uc5d0 \ubc84\uae08\uac00\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4\ub97c \uad6c\ucd95\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\uac83\uc774 \uad6c\uae00\uc758 \ucd5c\ub300 \uacfc\uc81c\uc774\uc790, \uc5d4\ube44\ub514\uc544\uac00 \uc5ec\uc720\ub97c \uac00\uc9c8 \uc218 \uc788\ub294 \uc774\uc720\uc785\ub2c8\ub2e4. <a href=\"https:\/\/www.g-enews.com\/article\/Securities\/2025\/12\/202512191436418878e250e8e188_1\" target=\"_blank\" rel=\"noreferrer noopener\">G-News<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">5. \ud22c\uc790\uc790 \uad00\uc810: \uac70\ud488\uc778\uac00, \uad6c\uc870\uc801 \uc131\uc7a5\uc778\uac00?<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">\ubc38\ub958\uc5d0\uc774\uc158 \ub17c\uc7c1\uc758 \ud575\uc2ec<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544 \uc8fc\uac00\uac00 \uac70\ud488\uc778\uc9c0 \uc544\ub2cc\uc9c0\ub97c \ud310\ub2e8\ud560 \ub54c, \uc808\ub300\uc801\uc778 \uc8fc\uac00 \uc218\uc900\uc774\ub098 \uc2dc\uac00\ucd1d\uc561\uc774 \uc544\ub2cc <strong>PEG \ube44\uc728(\uc8fc\uac00\uc218\uc775\ube44\uc728\uc744 EPS \uc131\uc7a5\ub960\ub85c \ub098\ub208 \uac12)<\/strong> \ub85c \uc811\uadfc\ud574\uc57c \ud569\ub2c8\ub2e4. \ud604\uc7ac \uc5d4\ube44\ub514\uc544\uc758 \uc120\ud589 P\/E\ub294 \uc57d 28~33\ubc30 \uc218\uc900\uc785\ub2c8\ub2e4. \ub192\uc544 \ubcf4\uc774\uc9c0\ub9cc, \uc5d4\ube44\ub514\uc544\uc758 \ub9e4\ucd9c \uc131\uc7a5\ub960\uc774 63.9%\uc5d0 \ub2ec\ud558\ub294 \uc810\uc744 \uac10\uc548\ud558\uba74 PEG\ub294 0.5 \uc774\ud558\ub85c \ub5a8\uc5b4\uc9d1\ub2c8\ub2e4. PEG\uac00 1.0 \uc774\ud558\uba74 \uc131\uc7a5 \ub300\ube44 \uc800\ud3c9\uac00\ub77c\ub294 \uac83\uc774 \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8\uc758 \uc77c\ubc18\uc801\uc778 \ud574\uc11d\uc785\ub2c8\ub2e4. \uc989, \ub2e8\uc21c\ud788 &#8220;\ube44\uc2f8\ub2e4&#8221;\uace0 \ub290\ub07c\ub294 \uac83\uacfc \uc2e4\uc81c\ub85c \ubc38\ub958\uc5d0\uc774\uc158\uc774 \uacfc\ub3c4\ud55c \uac83\uc740 \uc804\ud600 \ub2e4\ub978 \uc774\uc57c\uae30\uc785\ub2c8\ub2e4. <a href=\"https:\/\/www.thelec.kr\/news\/articleView.html?idxno=50838\" target=\"_blank\" rel=\"noreferrer noopener\">Thelec<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144 AI \uc778\ud504\ub77c \uc9c0\ucd9c\uc774 1\uc870 3,000\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uace0, AI \ubc18\ub3c4\uccb4\ub294 2029\ub144\uae4c\uc9c0 \uc804\uccb4 \ubc18\ub3c4\uccb4 \ub9e4\ucd9c\uc758 50% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774 \uc2dc\uc7a5\uc5d0\uc11c 92%\uc758 \uc810\uc720\uc728\uc744 \uac00\uc9c4 \uae30\uc5c5\uc758 \ubbf8\ub798 \uc774\uc775 \uc131\uc7a5\ub960\uc744 \uacfc\uc18c\ud3c9\uac00\ud558\ub294 \uac83\uc774\uc57c\ub9d0\ub85c \ub354 \uc704\ud5d8\ud55c \ud310\ub2e8\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. <a href=\"https:\/\/www.thelec.kr\/news\/articleView.html?idxno=50838\" target=\"_blank\" rel=\"noreferrer noopener\">Thelec<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\ud55c\uad6d \uac70\uc8fc \ud22c\uc790\uc790\ub97c \uc704\ud55c \uc2e4\uc804 \uc804\ub7b5<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c\uad6d\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\uc5d0 \ud22c\uc790\ud560 \ub54c\ub294 \ud658\uc728\uacfc \uc138\uae08\uc774\ub77c\ub294 \ub450 \uac00\uc9c0 \ucd94\uac00 \ubcc0\uc218\ub97c \ubc18\ub4dc\uc2dc \uace0\ub824\ud574\uc57c \ud569\ub2c8\ub2e4. \ud604\uc7ac \uc6d0\/\ub2ec\ub7ec \ud658\uc728(1,370~1,420\uc6d0 \uad6c\uac04)\uc5d0\uc11c \ud658\ub178\ucd9c\ub85c \uc5d4\ube44\ub514\uc544\ub97c \ubcf4\uc720\ud558\uba74, \ud5a5\ud6c4 \uc6d0\ud654 \uac15\uc138 \uad6d\uba74\uc5d0\uc11c \ud658\ucc28\uc190\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 3\ub144 \uc774\uc0c1\uc758 \uc7a5\uae30 \ubcf4\uc720 \uad00\uc810\uc5d0\uc11c \ubcf4\uba74, \uc5d4\ube44\ub514\uc544\uc758 \uc8fc\uac00 \uc0c1\uc2b9\ub960\uc774 \ud658\uc728 \ubcc0\ub3d9\uc744 \uc555\ub3c4\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4. \uc2e4\uc81c\ub85c 2020\ub144\ubd80\ud130 2025\ub144\uae4c\uc9c0 \uc5d4\ube44\ub514\uc544\ub97c \ubcf4\uc720\ud55c \ud55c\uad6d \ud22c\uc790\uc790\ub4e4\uc740 \uc8fc\uac00 \uc0c1\uc2b9\ub960 \uc55e\uc5d0\uc11c \ud658\uc728 \uc190\uc775\uc774 \uc0ac\uc2e4\uc0c1 \ubb34\uc758\ubbf8\ud55c \uc218\uc900\uc774\uc5c8\uc74c\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc138\uae08 \uce21\uba74\uc5d0\uc11c\ub294 \uc5d4\ube44\ub514\uc544\uc758 \ube60\ub978 \uc8fc\uac00 \uc0c1\uc2b9\uc73c\ub85c \uc778\ud574 \uc5f0\uac04 \uc591\ub3c4\ucc28\uc775\uc774 250\ub9cc \uc6d0 \uacf5\uc81c \ud55c\ub3c4\ub97c \uc27d\uac8c \ucd08\uacfc\ud569\ub2c8\ub2e4. Tax Loss Harvesting \uc804\ub7b5\uc744 \uc801\uadf9 \ud65c\uc6a9\ud558\uac70\ub098, ISA \uacc4\uc88c \ub610\ub294 \uc5f0\uae08\uc800\ucd95 \uacc4\uc88c\ub97c \ud1b5\ud55c \uc808\uc138 \uad6c\uc870\ub97c \ubbf8\ub9ac \uc124\uacc4\ud574\ub450\ub294 \uac83\uc774 \uc911\uc694\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\">\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: \uc5d4\ube44\ub514\uc544 \ube44\uc911 \uc7ac\uc810\uac80<\/strong> \ud604\uc7ac \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0\uc11c \uc5d4\ube44\ub514\uc544(NVDA) \ube44\uc911\uc774 \uc804\uccb4\uc758 10~20% \uc218\uc900\uc778\uc9c0 \ud655\uc778\ud558\uc138\uc694. \ube44\uc911\uc774 \ub108\ubb34 \ub0ae\ub2e4\uba74 \ub8e8\ube48 \ucd9c\ud558 \uc804 \ubd84\ud560 \ub9e4\uc218 \uae30\ud68c\ub97c \uac80\ud1a0\ud558\uace0, \ube44\uc911\uc774 30%\ub97c \ucd08\uacfc\ud55c\ub2e4\uba74 \ub9ac\uc2a4\ud06c \ubd84\uc0b0 \ucc28\uc6d0\uc5d0\uc11c \ube0c\ub85c\ub4dc\ucef4(AVGO), TSMC(TSM)\ub85c \uc77c\ubd80 \ub9ac\ubc38\ub7f0\uc2f1\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2\ub2e8\uacc4: \ub8e8\ube48 \ucd9c\ud558 \uc77c\uc815 \uce98\ub9b0\ub354 \ub4f1\ub85d<\/strong> \ub8e8\ube48 \uc544\ud0a4\ud14d\ucc98 GPU\ub294 2026\ub144 \ud558\ubc18\uae30 \ucd9c\ud558 \uc608\uc815\uc774\uba70, \ub8e8\ube48 \uc6b8\ud2b8\ub77c\ub294 2027\ub144\uc73c\ub85c \uc608\uc815\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc77c\uc815\uc744 \uce98\ub9b0\ub354\uc5d0 \ub4f1\ub85d\ud558\uace0, \ucd9c\ud558 \ubc1c\ud45c \uc804\ud6c4 \uc8fc\uac00 \ud750\ub984\uc744 \ubaa8\ub2c8\ud130\ub9c1\ud558\uc138\uc694. \uc2e0\uc81c\ud488 \ucd9c\ud558 \ubc1c\ud45c \uc9c1\uc804\uc740 \uc5ed\uc0ac\uc801\uc73c\ub85c \uc5d4\ube44\ub514\uc544 \uc8fc\uac00\uc758 \ub2e8\uae30 \ubaa8\uba58\ud140\uc774 \uac15\ud574\uc9c0\ub294 \uad6c\uac04\uc785\ub2c8\ub2e4. <a href=\"https:\/\/www.aitimes.com\/news\/articleView.html?idxno=201950\" target=\"_blank\" rel=\"noreferrer noopener\">AI\ud0c0\uc784\uc2a4<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3\ub2e8\uacc4: HBM4 \uc218\ud61c\uc8fc \uad00\uc2ec \uc885\ubaa9 \ub4f1\ub85d<\/strong> \ub8e8\ube48 \uce69\uc5d0 HBM4\uac00 \ud0d1\uc7ac\ub41c\ub2e4\ub294 \uc0ac\uc2e4\uc740 SK\ud558\uc774\ub2c9\uc2a4(000660.KS)\uc640 \ub9c8\uc774\ud06c\ub860(MU)\uc5d0 \uc9c1\uc811\uc801\uc778 \uc218\ud61c\uc785\ub2c8\ub2e4. \ubbf8\uad6d \uc8fc\uc2dd\uc73c\ub85c\ub294 \ub9c8\uc774\ud06c\ub860(MU)\uc744 \uad00\uc2ec \uc885\ubaa9\uc5d0 \ucd94\uac00\ud558\uace0, \uad6d\ub0b4 \uc8fc\uc2dd\uc73c\ub85c\ub294 SK\ud558\uc774\ub2c9\uc2a4\uc758 HBM4 \uacf5\uae09 \uacc4\uc57d \uad00\ub828 \ub274\uc2a4\ub97c \ubaa8\ub2c8\ud130\ub9c1\ud558\uc138\uc694.<\/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. \uc5d4\ube44\ub514\uc544 \uc8fc\uac00\uac00 \uc774\ubbf8 \ub108\ubb34 \uc62c\ub790\ub294\ub370 \uc9c0\uae08 \uc0ac\ub3c4 \ub420\uae4c\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A. &#8220;\uc774\ubbf8 \ub9ce\uc774 \uc62c\ub790\ub2e4&#8221;\ub294 \uc2ec\ub9ac\ub294 \uac00\uc7a5 \ud754\ud55c \ud22c\uc790 \uc2e4\uc218 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4. \uc911\uc694\ud55c \uac83\uc740 \uc808\ub300 \uc8fc\uac00\uac00 \uc544\ub2c8\ub77c \ubbf8\ub798 \uc774\uc775 \uc131\uc7a5 \ub300\ube44 \ud604\uc7ac \ubc38\ub958\uc5d0\uc774\uc158\uc785\ub2c8\ub2e4. \ube14\ub799\uc6f0\u00b7\ub8e8\ube48 \uc218\uc8fc \uc794\uace0 5,000\uc5b5 \ub2ec\ub7ec\ub294 \ud5a5\ud6c4 2~3\ub144 \ub9e4\ucd9c\uc774 \uc774\ubbf8 \ud655\ubcf4\ub418\uc5b4 \uc788\uc74c\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc804\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 10~15% \uc774\ub0b4\uc5d0\uc11c \ubd84\ud560 \ub9e4\uc218 \uc804\ub7b5\uc73c\ub85c \uc811\uadfc\ud558\ub294 \uac83\uc744 \uad8c\uc7a5\ud569\ub2c8\ub2e4. <a href=\"https:\/\/www.g-enews.com\/article\/Securities\/2025\/12\/202512191436418878e250e8e188_1\" target=\"_blank\" rel=\"noreferrer noopener\">G-News<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q2. AMD\uac00 \uc131\ub2a5\uc73c\ub85c\ub294 \uc55e\uc120\ub2e4\ub294\ub370 \uc65c \uc2dc\uc7a5\uc740 \uc5d4\ube44\ub514\uc544\ub9cc \uc120\ud0dd\ud558\ub098\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A. \ud575\uc2ec\uc740 \ud558\ub4dc\uc6e8\uc5b4\uac00 \uc544\ub2cc \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4\uc785\ub2c8\ub2e4. 20\ub144\uac04 \uad6c\ucd95\ub41c CUDA \uc0dd\ud0dc\uacc4\ub97c ROCm\uc73c\ub85c \uc804\ud658\ud558\ub294 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ube44\uc6a9\uacfc \ub9ac\uc2a4\ud06c\uac00 \ub108\ubb34 \ud06c\uae30 \ub54c\ubb38\uc5d0, \uae30\uc5c5\ub4e4\uc740 \ud558\ub4dc\uc6e8\uc5b4 \uc131\ub2a5\uc774 \ub2e4\uc18c \ub0ae\ub354\ub77c\ub3c4 \uc5d4\ube44\ub514\uc544\ub97c \uc120\ud0dd\ud569\ub2c8\ub2e4. \uc774 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ud574\uc790\uac00 \ub2e8\uae30\uac04\uc5d0 \ubb34\ub108\uc9c8 \uac00\ub2a5\uc131\uc740 \ub9e4\uc6b0 \ub0ae\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q3. \ub8e8\ube48 \ucd9c\uc2dc \uc774\ud6c4 \ube14\ub799\uc6f0 \ud22c\uc790 \uac00\uce58\ub294 \uc0ac\ub77c\uc9c0\ub098\uc694?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A. \ube14\ub799\uc6f0\uacfc \ub8e8\ube48\uc740 \ub3d9\uc77c\ud55c \ubaa8\ub378\uc744 \uad6c\ub3d9\ud560 \uc218 \uc788\uc9c0\ub9cc, \uc131\ub2a5\u00b7\ud6a8\uc728\u00b7\ud1a0\ud070 \ube44\uc6a9\uc5d0\uc11c \ucc28\uc774\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ub8e8\ube48\uc774 \ucd9c\uc2dc\ub41c\ub2e4\uace0 \ud574\uc11c \ube14\ub799\uc6f0\uc758 \uac00\uce58\uac00 \uc989\uc2dc \uc0ac\ub77c\uc9c0\uc9c0\ub294 \uc54a\uc2b5\ub2c8\ub2e4. \uc774\ubbf8 \ube14\ub799\uc6f0 \uc778\ud504\ub77c\ub97c \uad6c\ucd95\ud55c \uae30\uc5c5\ub4e4\uc740 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc5c5\ub370\uc774\ud2b8\ub9cc\uc73c\ub85c \uc9c0\uc18d\uc801\uc778 \uc131\ub2a5 \uac1c\uc120\uc774 \uac00\ub2a5\ud558\uba70, \ub8e8\ube48\uc73c\ub85c\uc758 \uc804\ud658\uc740 \uc218\ub144\uc5d0 \uac78\uccd0 \uc810\uc9c4\uc801\uc73c\ub85c \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544 \uc8fc\uac00 \uad00\uc810\uc5d0\uc11c\ub294 \ube14\ub799\uc6f0 \ud638\ud669 + \ub8e8\ube48 \uae30\ub300\uac10\uc774 \ub3d9\uc2dc\uc5d0 \uc791\uc6a9\ud558\ub294 \ud669\uae08\uae30\uac00 \ud604\uc7ac\uc785\ub2c8\ub2e4. <a href=\"https:\/\/www.aitimes.com\/news\/articleView.html?idxno=205467\" target=\"_blank\" rel=\"noreferrer noopener\">AI\ud0c0\uc784\uc2a4<\/a><\/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: \uac70\ud488\uc744 \uc678\uce58\ub294 \ub3d9\uc548 \uc138\uc0c1\uc740 \ubc14\ub00c\uc5c8\ub2e4<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uac70\ud488\uc744 \uc678\uce58\ub294 \ubaa9\uc18c\ub9ac\ub294 \uc5b8\uc81c\ub098 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc5d4\ube44\ub514\uc544\uac00 \ucc98\uc74c\uc73c\ub85c \uc5f0\uac04 \ub9e4\ucd9c 1,000\uc5b5 \ub2ec\ub7ec\ub97c \ub3cc\ud30c\ud558\uace0, \uc804\uccb4 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc810\uc720\uc728 1\uc704\uc5d0 \uc624\ub978 \uc9c0\uae08, \uadf8 \ubaa9\uc18c\ub9ac\ub294 \ub370\uc774\ud130 \uc55e\uc5d0\uc11c \ud798\uc744 \uc783\uc5b4\uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ube14\ub799\uc6f0\uc740 \ud314\ub9ac\uace0 \uc788\uace0, \ub8e8\ube48\uc740 \ucd9c\ud558\ub97c \uc55e\ub450\uace0 \uc788\uc73c\uba70, CUDA \uc0dd\ud0dc\uacc4\ub294 \uacbd\uc7c1\uc0ac\ub4e4\uc774 \ub118\ubcfc \uc218 \uc5c6\ub294 \uc7a5\ubcbd\uc73c\ub85c \uad73\uac74\ud569\ub2c8\ub2e4. <a href=\"https:\/\/www.thelec.kr\/news\/articleView.html?idxno=50838\" target=\"_blank\" rel=\"noreferrer noopener\">Thelec<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubb3c\ub860 \ub9ac\uc2a4\ud06c\ub294 \uc874\uc7ac\ud569\ub2c8\ub2e4. \ubbf8\uc911 \ubc18\ub3c4\uccb4 \uc218\ucd9c \uaddc\uc81c, \ucee4\uc2a4\ud140 ASIC\uc758 \uc7a5\uae30\uc801 \uc7a0\uc2dd, \ub525\uc2dc\ud06c(DeepSeek) \ub958\uc758 \uacbd\ub7c9\ud654 AI \ubaa8\ub378 \ud655\uc0b0 \ub4f1\uc740 \uc5d4\ube44\ub514\uc544\uc758 \uc7a5\uae30 \uc131\uc7a5\uc131\uc5d0 \ubcc0\uc218\uac00 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc774 \ubaa8\ub4e0 \ub9ac\uc2a4\ud06c\ub97c \uac10\uc548\ud558\ub354\ub77c\ub3c4, 5,000\uc5b5 \ub2ec\ub7ec\uc758 \uc218\uc8fc \uc794\uace0\uc640 92%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728, \uadf8\ub9ac\uace0 20\ub144\uac04 \uc313\uc544\uc628 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc81c\uad6d\uc740 \ub2e8\uae30\uac04\uc5d0 \ubb34\ub108\uc9c8 \uad6c\uc870\uac00 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub798\ub3c4 \uac70\ud488\uc774\ub77c\uace0 \ud558\uc2dc\uaca0\uc2b5\ub2c8\uae4c?<\/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> 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