{"id":406,"date":"2025-01-24T09:31:58","date_gmt":"2025-01-24T00:31:58","guid":{"rendered":"https:\/\/welnews.kr\/?p=406"},"modified":"2025-01-24T09:31:59","modified_gmt":"2025-01-24T00:31:59","slug":"sk%ed%95%98%ec%9d%b4%eb%8b%89%ec%8a%a4-24%eb%85%84-%eb%a7%a4%ec%b6%9c-%ec%98%81%ec%97%85%ec%9d%b4%ec%9d%b5-%ec%82%ac%ec%83%81%ec%b5%9c%ea%b3%a0%ec%b9%98-%eb%8b%ac%ec%84%b1","status":"publish","type":"post","link":"https:\/\/welnews.kr\/?p=406","title":{"rendered":"SK\ud558\uc774\ub2c9\uc2a4 24\ub144 \ub9e4\ucd9c \uc601\uc5c5\uc774\uc775 \uc0ac\uc0c1\ucd5c\uace0\uce58 \ub2ec\uc131"},"content":{"rendered":"<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"558\" height=\"241\" src=\"https:\/\/welnews.kr\/wp-content\/uploads\/2025\/01\/image-1.png\" alt=\"\" class=\"wp-image-407\" srcset=\"https:\/\/welnews.kr\/wp-content\/uploads\/2025\/01\/image-1.png 558w, https:\/\/welnews.kr\/wp-content\/uploads\/2025\/01\/image-1-300x130.png 300w\" sizes=\"(max-width: 558px) 100vw, 558px\" \/><\/figure><\/div>\n\n\n<p>SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc744 \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4. \ub9e4\ucd9c\uc740 2022\ub144 \ucd5c\uace0\uce58\ub97c \ub118\uc5b4 20\uc870 \uc6d0 \uc774\uc0c1 \uc99d\uac00\ud588\uc73c\uba70, \uc601\uc5c5\uc774\uc775\uc740 &#8216;\ubc18\ub3c4\uccb4 \uc288\ud37c \ud638\ud669\uae30&#8217;\ub85c \ubd88\ub9b0 2018\ub144\uc744 \ucd08\uacfc\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ud68c\uc0ac \uad00\uacc4\uc790\ub294 \uc9c0\ub09c \ud55c \ud574 \ub3d9\uc548 \ub9e4\ucd9c 66\uc870 1930\uc5b5 \uc6d0\uc744 \uae30\ub85d\ud588\ub2e4\uace0 23\uc77c \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc804\ub144 \ub300\ube44 102% \uc99d\uac00\ud55c \uc218\uce58\uc785\ub2c8\ub2e4. \uac19\uc740 \uae30\uac04 \ub3d9\uc548 \uc601\uc5c5\uc774\uc775\uc740 23\uc870 4673\uc5b5 \uc6d0\uc73c\ub85c \ud751\uc790\uc804\ud658\uc5d0 \uc131\uacf5\ud588\uc73c\uba70, \uc774\ub294 \uc99d\uad8c\uac00 \uc804\ub9dd\uce58\ub97c \uc6c3\ub3c4\ub294 \uacb0\uacfc\uc600\uc2b5\ub2c8\ub2e4. \uae08\uc735\uc815\ubcf4\uc5c5\uccb4 \uc5d0\ud504\uc564\uac00\uc774\ub4dc\uac00 \uc9d1\uacc4\ud55c \uc791\ub144 \uc5f0\uac04 \uc2e4\uc801 \ucee8\uc13c\uc11c\uc2a4\ub294 \ub9e4\ucd9c 66\uc870 1075\uc5b5 \uc6d0, \uc601\uc5c5\uc774\uc775 23\uc870 3917\uc5b5 \uc6d0\uc774\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ud2b9\ud788, \uc791\ub144 4\ubd84\uae30 \ub9e4\ucd9c\uc740 \uc9c1\uc804 \ubd84\uae30 \ub300\ube44 74.8% \uc99d\uac00\ud55c 19\uc870 7670\uc5b5 \uc6d0\uc744 \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc804\ub144\ub3c4 \uac19\uc740 \uae30\uac04 \ub300\ube44 74.8% \uc99d\uac00\ud55c \uc218\uce58\uc785\ub2c8\ub2e4. \uc601\uc5c5\uc774\uc775\uc740 \uc774 \uae30\uac04 \ub3d9\uc548 2236% \uc99d\uac00\ud55c 8\uc870 828\uc5b5 \uc6d0\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. \uc9c1\uc804 \ubd84\uae30\uc640 \ube44\uad50\ud588\uc744 \ub54c\ub294 \uac01\uac01 12.5%, 15%\uc529 \uc99d\uac00\ud55c \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc774\ubc88 \ucd5c\ub300 \uc2e4\uc801\uc5d0\ub294 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM)\uac00 \ud06c\uac8c \uae30\uc5ec\ud588\uc2b5\ub2c8\ub2e4. \uc778\uacf5\uc9c0\ub2a5(AI) \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \uc9c0\uc18d\ub418\uba74\uc11c HBM \uae30\uc220\ub825\uacfc \uc218\uc775\uc131 \uc911\uc2ec \uacbd\uc601\uc774 \uacb0\ud569\ud574 \ucd5c\uc0c1\uc758 \uc131\uacfc\ub97c \uc774\ub04c\uc5b4\ub0c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ud68c\uc0ac\ub294 &#8220;4\ubd84\uae30\uc5d0\ub3c4 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc778 HBM\uc774 \uc804\uccb4 D\ub7a8 \ub9e4\ucd9c\uc758 40% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uae30\uc5c5\uc6a9 \uc194\ub9ac\ub4dc\uc2a4\ud14c\uc774\ud2b8\ub4dc\ub77c\uc774\ube0c(eSSD) \ud310\ub9e4\ub3c4 \uc9c0\uc18d\uc801\uc73c\ub85c \ud655\ub300\ud588\ub2e4&#8221;\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. \ub610\ud55c, &#8220;\ucc28\ubcc4\ud654\ub41c \uc81c\ud488 \uacbd\uc7c1\ub825\uc744 \ubc14\ud0d5\uc73c\ub85c \ud55c \uc218\uc775\uc131 \uc911\uc2ec \uacbd\uc601\uc73c\ub85c \uc548\uc815\uc801\uc778 \uc7ac\ubb34 \uc0c1\ud669\uc744 \uad6c\ucd95\ud588\uace0, \uc774\ub97c \uae30\ubc18\uc73c\ub85c \uc2e4\uc801 \uac1c\uc120\uc138\uac00 \uc774\uc5b4\uc84c\ub2e4&#8221;\uace0 \uc124\uba85\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>SK\ud558\uc774\ub2c9\uc2a4\ub294 AI \uba54\ubaa8\ub9ac \uc218\uc694 \uc99d\uac00\ub85c \uace0\uc131\ub2a5, \uace0\ud488\uc9c8 \uc911\uc2ec\uc758 \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc73c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc74c\uc744 \uc5b8\uae09\ud588\uc2b5\ub2c8\ub2e4. &#8220;\uc774\ubc88 \uc2e4\uc801\uc740 \uace0\uac1d \uc694\uad6c\uc5d0 \ub9de\ucdb0 \uc81c\ud488\uc744 \uc801\uc2dc\uc5d0 \uacf5\uae09\ud560 \uc218 \uc788\ub294 \uacbd\uc7c1\ub825\uc744 \uac16\ucd94\uba74 \uc548\uc815\uc801\uc778 \uc774\uc775 \ucc3d\ucd9c\uc774 \uac00\ub2a5\ud558\ub2e4\ub294 \uc810\uc5d0\uc11c \uc758\ubbf8\uac00 \uc788\ub2e4&#8221;\uace0 \ud68c\uc0ac\ub294 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ub610\ud55c, \ud68c\uc0ac\ub294 2023\ub144 \ub9d0 \uae30\uc900 \ud604\uae08\uc131 \uc790\uc0b0\uc774 \uc57d 14\uc870 2000\uc5b5 \uc6d0\uc73c\ub85c \uc804\ub144 \ub300\ube44 5\uc870 2000\uc5b5 \uc6d0 \uc99d\uac00\ud588\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. \ucc28\uc785\uae08\uc740 22\uc870 7000\uc5b5 \uc6d0\uc73c\ub85c \uac19\uc740 \uae30\uac04 \ub3d9\uc548 6\uc870 8000\uc5b5 \uc6d0 \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub85c \uc778\ud574 \ucc28\uc785\uae08 \ubc0f \uc21c\ucc28\uc785\uae08 \ube44\uc728\uc774 \uac01\uac01 31%, 12%\ub85c \uac1c\uc120\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>SK\ud558\uc774\ub2c9\uc2a4\ub294 \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc758 AI \uc11c\ubc84 \ud22c\uc790\uac00 \ud655\ub300\ub428\uc5d0 \ub530\ub77c \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305\uc5d0 \ud544\uc218\uc801\uc778 HBM\uacfc \uace0\uc6a9\ub7c9 \uc11c\ubc84 D\ub7a8 \uc218\uc694\uac00 \uacc4\uc18d \uc99d\uac00\ud560 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubd80 \uc7ac\uace0 \uc870\uc815\uc774 \uc608\uc0c1\ub418\ub294 \uc18c\ube44\uc790\uc6a9 \uc81c\ud488 \uc2dc\uc7a5\uc5d0\uc11c\ub3c4 AI \uae30\ub2a5\uc774 \ud0d1\uc7ac\ub41c PC\uc640 \uc2a4\ub9c8\ud2b8\ud3f0 \ud310\ub9e4\uac00 \ud655\ub300\ub418\uba74\uc11c \ud558\ubc18\uae30\ub85c \uac08\uc218\ub85d \uc2dc\uc7a5 \uc0c1\ud669\uc774 \uac1c\uc120\ub420 \uac83\uc774\ub77c\uace0 \uad00\uce21\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc55e\uc73c\ub85c, SK\ud558\uc774\ub2c9\uc2a4\ub294 5\uc138\ub300 HBM\uc778 HBM3E \uacf5\uae09\uc744 \ud655\ub300\ud558\uace0 HBM4\ub3c4 \uc801\uae30\uc5d0 \uac1c\ubc1c\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4. \ub610\ud55c, \uc548\uc815\uc801\uc778 \uc218\uc694\uc5d0 \ub9de\ucdb0 \uacbd\uc7c1\ub825\uc744 \uac16\ucd98 DDR5\uc640 LPDDR5 \uc0dd\uc0b0\uc744 \uc704\ud574 \uc120\ub2e8 \uacf5\uc815 \uc804\ud658\uc744 \ucd94\uc9c4\ud560 \uac83\uc785\ub2c8\ub2e4. \ub0b8\ub4dc \ud50c\ub798\uc2dc\ub294 \uc218\uc775\uc131 \uc911\uc2ec \uc6b4\uc601\uacfc \uc218\uc694 \uc0c1\ud669\uc744 \uace0\ub824\ud55c \ud310\ub9e4 \uc804\ub7b5\uc744 \ud1b5\ud574 \ub300\uc751\ud560 \ubc29\uce68\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc5f0\uac04 \uace0\uc815\ubc30\ub2f9\uae08\uc744 \uae30\uc874 1200\uc6d0\uc5d0\uc11c 1500\uc6d0\uc73c\ub85c 25% \uc0c1\ud5a5\ud588\uc2b5\ub2c8\ub2e4. \ucd1d \ud604\uae08 \ubc30\ub2f9\uc561\uc740 \uc5f0\uac04 1\uc870 \uc6d0 \uaddc\ubaa8\ub85c \ud655\ub300\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ud5a5\ud6c4 \ubc30\ub2f9 \uc2dc \uace0\uc815\ubc30\ub2f9\uae08\ub9cc \uc9c0\uae09\ud558\uace0, \uae30\uc874 \ubc30\ub2f9\uc815\ucc45\uc5d0 \ud3ec\ud568\ub41c \uc5f0\uac04 \uc789\uc5ec\ud604\uae08\ud750\ub984(FCF)\uc758 5%\ub294 \uc7ac\ubb34\uac74\uc804\uc131 \uac15\ud654\ub97c \uc704\ud574 \uc6b0\uc120 \ud65c\uc6a9\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uae40\uc6b0\ud604 SK\ud558\uc774\ub2c9\uc2a4 \ubd80\uc0ac\uc7a5(CFO)\uc740 &#8220;\uace0\ubd80\uac00\uac00\uce58 \uc81c\ud488 \ub9e4\ucd9c \ube44\uc911\uc744 \ud06c\uac8c \ub298\ub9ac\uba74\uc11c \uc2dc\ud669 \uc870\uc815\uae30\uc5d0\ub3c4 \uc548\uc815\uc801\uc778 \ub9e4\ucd9c\uacfc \uc774\uc775\uc744 \ub2ec\uc131\ud560 \uc218 \uc788\ub294 \uc0ac\uc5c5 \uad6c\uc870\ub97c \uac16\ucdc4\ub2e4&#8221;\uba70 &#8220;\uc218\uc775\uc131\uc774 \ub192\uc544\uc9c4 \uc81c\ud488 \uc704\uc8fc\uc758 \ud22c\uc790\ub97c \uacc4\uc18d\ud558\uba74\uc11c, \uc2dc\uc7a5 \uc0c1\ud669 \ubcc0\ud654\uc5d0 \ub9de\ucdb0 \uc720\uc5f0\ud558\uac8c \ud22c\uc790\ub97c \uacb0\uc815\ud558\uaca0\ub2e4&#8221;\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>-\uc5fc\ubbf8\uc815 \uae30\uc790 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801\uc744 \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4. \ub9e4\ucd9c\uc740 2022\ub144 \ucd5c\uace0\uce58\ub97c \ub118\uc5b4 20\uc870 \uc6d0 \uc774\uc0c1 \uc99d\uac00\ud588\uc73c\uba70, \uc601\uc5c5\uc774\uc775\uc740 &#8216;\ubc18\ub3c4\uccb4 \uc288\ud37c \ud638\ud669\uae30&#8217;\ub85c \ubd88\ub9b0 2018\ub144\uc744 \ucd08\uacfc\ud588\uc2b5\ub2c8\ub2e4. \ud68c\uc0ac \uad00\uacc4\uc790\ub294 \uc9c0\ub09c \ud55c \ud574 \ub3d9\uc548 \ub9e4\ucd9c 66\uc870 1930\uc5b5 \uc6d0\uc744 \uae30\ub85d\ud588\ub2e4\uace0 23\uc77c \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc804\ub144&#8230;<\/p>\n","protected":false},"author":1,"featured_media":407,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","footnotes":""},"categories":[4],"tags":[112,113,114],"class_list":["post-406","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-biz","tag-sk","tag-113","tag-114"],"yoast_head":"<!-- This site is optimized with the Yoast SEO 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