{"id":156,"date":"2026-07-22T15:32:00","date_gmt":"2026-07-22T15:32:00","guid":{"rendered":"https:\/\/hom2box.com\/wordpress\/amd-hbm4-samsung-hynix-beneficiary-stocks-2026\/"},"modified":"2026-07-22T15:32:00","modified_gmt":"2026-07-22T15:32:00","slug":"amd-hbm4-samsung-hynix-beneficiary-stocks-2026","status":"publish","type":"post","link":"https:\/\/hom2box.com\/wordpress\/amd-hbm4-samsung-hynix-beneficiary-stocks-2026\/","title":{"rendered":"AMD HBM4 \uc0bc\uc131 \ud558\uc774\ub2c9\uc2a4 \uc218\ud61c \uc8fc\uc2dd \uc815\ub9ac 2026 \ud575\uc2ec \ubd84\uc11d"},"content":{"rendered":"
\n

AMD HBM4 \uc0bc\uc131 \ud558\uc774\ub2c9\uc2a4 \uc218\ud61c \uc8fc\uc2dd \uc815\ub9ac\ub97c \ucc3e\uace0 \uc788\ub2e4\uba74, \uc774 \uae00\uc774 \uadf8 \ucd9c\ubc1c\uc810\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

AI \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc5d0 \uc0c8 \ubcc0\uc218\uac00 \ubd99\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc5d4\ube44\ub514\uc544 \ub3c5\uc8fc \uc18d\uc5d0\uc11c AMD\uac00 HBM4 \uc218\uc694\ub97c \ubcf8\uaca9\ud654\ud588\uace0, \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uac00 \ub3d9\uc2dc\uc5d0 \uacf5\uae09\ub9dd \uc548\uc73c\ub85c \ub4e4\uc5b4\uc624\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub2e8\uc21c\ud55c \ub0a9\ud488 \ud655\ub300 \uc18c\uc2dd\uc774\ub0d0\uace0\uc694.<\/p>\n

\uc218\uce58\ub97c \ub300\uc785\ud574 \ubcf4\uba74 \uad6c\uc870\uac00 \ub2ec\ub9ac \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n

\"AMD
HBM4 \uacf5\uae09\ub9dd \uc218\ud61c \uad6c\uc870, \uc22b\uc790\ub85c \ud655\uc778\ud574\uc57c \ud569\ub2c8\ub2e4<\/figcaption>
AI \uc0dd\uc131 \uc774\ubbf8\uc9c0\uc785\ub2c8\ub2e4.<\/figcaption><\/figure>\n

AMD HBM4 \uc218\uc694\uac00 \uc9c0\uae08 \uc8fc\ubaa9\ubc1b\ub294 \uc774\uc720<\/h2>\n

HBM4(\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac 7\uc138\ub300)\ub294 HBM3E \ub300\ube44 \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uc774 \uc57d 2\ubc30 \uc218\uc900\uc73c\ub85c \ub298\uc5b4\ub098\ub294 \ucc28\uc138\ub300 \uc81c\ud488\uc785\ub2c8\ub2e4.<\/p>\n

AMD\ub294 \ucc28\uc138\ub300 AI \uac00\uc18d\uae30 MI350\u00b7MI400 \uc2dc\ub9ac\uc988\uc5d0 HBM4\ub97c \ud0d1\uc7ac\ud569\ub2c8\ub2e4.<\/p>\n

\uc5d4\ube44\ub514\uc544 \ub8e8\ube48 \uc6b8\ud2b8\ub77c\uac00 HBM4E 16\uac1c \ud328\ud0a4\uc9c0\ub85c \ub2e8\uc77c GPU\ub2f9 1,024GB\ub97c \uad6c\ud604\ud558\ub294 \uac83\ucc98\ub7fc, AMD\ub3c4 \uac19\uc740 \ubc29\ud5a5\uc73c\ub85c \uc124\uacc4\ub97c \ubc00\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

HBM4\ub97c \uc591\uc0b0\ud560 \uc218 \uc788\ub294 \ud68c\uc0ac\ub294 \uc0ac\uc2e4\uc0c1 3\uacf3\ubfd0\uc785\ub2c8\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4, \uc0bc\uc131\uc804\uc790, \ub9c8\uc774\ud06c\ub860.<\/p>\n

\uc774 3\uc0ac\uc758 \uacf5\uae09 \ub2a5\ub825\uc774 AMD \ub85c\ub4dc\ub9f5\uc758 \uc18d\ub3c4\ub97c \uacb0\uc815\ud569\ub2c8\ub2e4.<\/p>\n

AMD \ub9ac\uc0ac \uc218 CEO\uac00 2026\ub144 3\uc6d4 \uc9c1\uc811 \ubc29\ud55c\ud574 \uc0bc\uc131\uc804\uc790\u00b7\ub124\uc774\ubc84 \uc784\uc6d0\uacfc \ud68c\ub3d9\ud55c \uc7a5\uba74\uc774 \uc2dc\uc7a5\uc5d0\uc11c \ud06c\uac8c \uc77d\ud78c \uc774\uc720\uc785\ub2c8\ub2e4.<\/p>\n

\ubc29\ud55c \uc9c1\ud6c4 \uc0bc\uc131\uc804\uc790\uc758 HBM4 \uc6b0\uc120 \uacf5\uae09 \ud611\uc758 \uc18c\uc2dd\uc774 \uc774\uc5b4\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc774\uc7ac\uc6a9 \uc0bc\uc131\uc804\uc790 \ud68c\uc7a5\uacfc \ub9ac\uc0ac \uc218 CEO\uc758 AI \ub3d9\ub9f9 \ud68c\ub3d9\uc774 \uc2b9\uc9c0\uc6d0\uc5d0\uc11c \uc131\uc0ac\ub410\ub2e4\ub294 \ubcf4\ub3c4\ub3c4 \ub098\uc654\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc5d4\ube44\ub514\uc544\ub9cc \uccd0\ub2e4\ubcf4\ub358 HBM \uacf5\uae09\ub9dd\uc5d0 AMD\ub77c\ub294 \uc218\uc694\ucc98 \ud558\ub098\uac00 \ub354 \ubd99\uc740 \uc148\uc785\ub2c8\ub2e4.<\/p>\n

\n

\uc0bc\uc131\uc804\uc790 vs SK\ud558\uc774\ub2c9\uc2a4: HBM4 \uc810\uc720\uc728\uacfc \uc2e4\uc801 \ube44\uad50<\/h2>\n

\uc544\ub798 \ud45c\ub294 2026\ub144 HBM4 \uc810\uc720\uc728 \uc804\ub9dd\uce58\uc640 \uc591\uc0ac \uc2e4\uc801\uc744 \ud55c\ub208\uc5d0 \uc815\ub9ac\ud55c \uac83\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n\n\n\n
\uad6c\ubd84<\/th>\nSK\ud558\uc774\ub2c9\uc2a4<\/th>\n\uc0bc\uc131\uc804\uc790<\/th>\n<\/tr>\n<\/thead>\n
2026\ub144 HBM4 \uc810\uc720\uc728 \uc804\ub9dd(\ucd94\uc815)<\/td>\n54~55%<\/td>\n28~29%<\/td>\n<\/tr>\n
2025\ub144 HBM \uc804\uccb4 \uc810\uc720\uc728<\/td>\n61%<\/td>\n18%<\/td>\n<\/tr>\n
2026\ub144 1\ubd84\uae30 \ub9e4\ucd9c<\/td>\n52\uc870 5,763\uc5b5 \uc6d0<\/td>\n133\uc870 9,000\uc5b5 \uc6d0(\uc804\uc0ac)<\/td>\n<\/tr>\n
2026\ub144 1\ubd84\uae30 \uc601\uc5c5\uc774\uc775<\/td>\n37\uc870 6,103\uc5b5 \uc6d0<\/td>\n57\uc870 2,000\uc5b5 \uc6d0(\uc804\uc0ac)<\/td>\n<\/tr>\n
2026\ub144 1\ubd84\uae30 \uc601\uc5c5\uc774\uc775\ub960<\/td>\n72%<\/td>\n42.8%(\uc804\uc0ac) \/ DS\ubd80\ubb38 66%<\/td>\n<\/tr>\n
\uc804\ub144 \ub3d9\uae30 \ub300\ube44 \uc601\uc5c5\uc774\uc775 \uc99d\uac00\uc728<\/td>\n+405%<\/td>\n+755%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\uc22b\uc790\uac00 \ub9d0\ud574\uc90d\ub2c8\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 \ud55c \ubd84\uae30 \uc601\uc5c5\uc774\uc775 37\uc870 \uc6d0\uc744 \ub118\uacbc\uc2b5\ub2c8\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\uc758 2024\ub144 \uc5f0\uac04 \uc601\uc5c5\uc774\uc775\uc744 \ub2e8 \ud55c \ubd84\uae30\uc5d0 \ub3cc\ud30c\ud55c \uc218\uce58\uc785\ub2c8\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790 \ubc18\ub3c4\uccb4(DS) \ubd80\ubb38\ub9cc \ub530\ub85c \ubcf4\uba74 \uc601\uc5c5\uc774\uc775\ub960 66%\ub85c, \uc5d4\ube44\ub514\uc544\uc758 \ubd84\uae30 \uc601\uc5c5\uc774\uc775\ub960\uacfc \uc5b4\uae68\ub97c \ub098\ub780\ud788 \ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc810\uc720\uc728 \uad6c\ub3c4\ub294 SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc5ec\uc804\ud788 \uc555\ub3c4\uc801\uc785\ub2c8\ub2e4.<\/p>\n

HBM4\uc5d0\uc11c\ub294 \uc0bc\uc131\uc804\uc790 \ube44\uc911\uc774 18%\uc5d0\uc11c 28~29%\ub85c \uc62c\ub77c\uc624\ub294 \ud750\ub984\uc774 \ud3ec\ucc29\ub429\ub2c8\ub2e4.<\/p>\n

AMD \uacf5\uae09\ub9dd \ud3b8\uc785\uc774 \uc0bc\uc131\uc804\uc790 \uc810\uc720\uc728 \ud68c\ubcf5\uc758 \ucd09\ub9e4\uac00 \ub420 \uc218 \uc788\ub2e4\ub294 \uae30\ub300\uac00 \uc774 \uc22b\uc790\uc5d0 \ubc18\uc601\ub3fc \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\n

AMD \uc0dd\ud0dc\uacc4\uc5d0\uc11c \uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4 \uc218\ud61c \uad6c\uc870\uac00 \uac08\ub9ac\ub294 \uc774\uc720<\/h2>\n

\uc5d4\ube44\ub514\uc544\uc640 AMD\ub294 \uac19\uc740 HBM\uc744 \uc4f0\uc9c0\ub9cc, \ud55c\uad6d \uae30\uc5c5\ub4e4\uc774 \uac00\uc838\uac00\ub294 \uc218\ud61c \uacbd\ub85c\uac00 \ub2e4\ub985\ub2c8\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 HBM3E\u00b7HBM4 \uc591\uc0b0 \ub2a5\ub825\uc744 \uc55e\uc138\uc6cc \uc5d4\ube44\ub514\uc544 \ub8e8\ube48\u00b7\ub8e8\ube48 \uc6b8\ud2b8\ub77c \ud50c\ub7ab\ud3fc\uc758 \ud575\uc2ec \uba54\ubaa8\ub9ac \uacf5\uae09\uc6d0\uc73c\ub85c \uc790\ub9ac\uc7a1\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 AMD LP30 \uce69\uc758 4nm \ud30c\uc6b4\ub4dc\ub9ac \uc704\ud0c1 \uc0dd\uc0b0\uc744 \ub9e1\uc73c\uba70 HBM4 \uacf5\uae09\uacfc \ud30c\uc6b4\ub4dc\ub9ac \uc218\ud61c\ub97c \ub3d9\uc2dc\uc5d0 \ub178\ub9bd\ub2c8\ub2e4.<\/p>\n

\ub450 \ud68c\uc0ac \ubaa8\ub450 AMD \uc0dd\ud0dc\uacc4\uc5d0 \ub4e4\uc5b4\uac00 \uc788\uc9c0\ub9cc, \uc218\ud61c \uacbd\ub85c\uac00 \ub2e4\ub985\ub2c8\ub2e4.<\/strong><\/p>\n\n\n\n\n\n\n\n\n
\ud68c\uc0ac<\/th>\nAMD \uc218\ud61c \uacbd\ub85c<\/th>\n\ud655\uc2e4\uc131 \ub4f1\uae09<\/th>\n<\/tr>\n<\/thead>\n
SK\ud558\uc774\ub2c9\uc2a4<\/td>\nHBM4\u00b7HBM4E \uba54\ubaa8\ub9ac \uacf5\uae09<\/td>\n\uacf5\uc2dd \ud655\uc815<\/td>\n<\/tr>\n
\uc0bc\uc131\uc804\uc790<\/td>\nHBM4 \uacf5\uae09 + AMD 4nm \ud30c\uc6b4\ub4dc\ub9ac<\/td>\n\ud611\uc758 \ubcf4\ub3c4(\uacf5\uc2dd \ubbf8\ud655\uc815)<\/td>\n<\/tr>\n
\ud55c\ubbf8\ubc18\ub3c4\uccb4<\/td>\nTC \ubcf8\ub354 \uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4 \uc591\uc0ac \uacf5\uae09<\/td>\n\uc2dc\uc7a5 \ucd94\uc815<\/td>\n<\/tr>\n
TSMC<\/td>\nAMD \uce69 \uc704\ud0c1 \uc0dd\uc0b0(\uc5d4\ube44\ub514\uc544 \uc0dd\ud0dc\uacc4 \uc5f0\uacc4)<\/td>\n\uacf5\uc2dd \ud655\uc815<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\ud55c\ubbf8\ubc18\ub3c4\uccb4\ub294 \ub450 \ud68c\uc0ac\ub97c \ub3d9\uc2dc\uc5d0 \uace0\uac1d\uc73c\ub85c \ub454\ub2e4\ub294 \uc810\uc5d0\uc11c \ub3c5\ud2b9\ud569\ub2c8\ub2e4.<\/p>\n

HBM \uc81c\uc870 \uacf5\uc815\uc5d0 \ud544\uc218\uc801\uc778 TC(\uc5f4\uc555\ucc29) \ubcf8\ub354 \uc138\uacc4 1\uc704 \uae30\uc5c5\uc73c\ub85c, \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \uc591\uc0ac \ubaa8\ub450\uc5d0 \uacf5\uae09\ud569\ub2c8\ub2e4.<\/p>\n

AMD \uc218\uc694\uac00 \ucee4\uc9c0\uba74 \uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4 \uc591\uc0ac\uc758 HBM \uc99d\uc124\uc774 \ub530\ub77c\uc624\uace0, \uadf8 \uc124\ube44 \ud22c\uc790\uc758 \uc5f4\ub9e4\ub97c \uc7a5\ube44 \uacf5\uae09\uc0ac\uac00 \uac00\uc838\uac00\ub294 \uad6c\uc870\uc778 \uc148\uc785\ub2c8\ub2e4.<\/p>\n

\uc820\uc2a8 \ud669\uc774 \ucef4\ud4e8\ud14d\uc2a4 2026\uc5d0\uc11c SK\ud558\uc774\ub2c9\uc2a4 HBM4E \uc6e8\uc774\ud37c\uc5d0 "Please Make More"\ub77c\uace0 \uc4f4 \uc7a5\uba74\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uadf8 \ubb38\uc7a5 \ud558\ub098\uac00 \uc7a5\ube44\uc8fc \uc218\ud61c \uad6c\uc870\ub97c \uc555\ucd95\ud569\ub2c8\ub2e4.<\/p>\n

"\ub354 \ub9cc\ub4e4\uc5b4 \ub2ec\ub77c"\ub294 \ub9d0\uc740 \uace7 "\uc7a5\ube44\ub3c4 \ub354 \uc0ac\ub77c"\ub294 \ub9d0\uc774\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n

\"\uc0bc\uc131\uc804\uc790
HBM4 \uc810\uc720\uc728 \uc804\ub9dd\uce58, SK\ud558\uc774\ub2c9\uc2a4 54~55% vs \uc0bc\uc131\uc804\uc790 28~29%<\/figcaption>
AI \uc0dd\uc131 \uc774\ubbf8\uc9c0\uc785\ub2c8\ub2e4.<\/figcaption><\/figure>\n
\n

\uc774\uc775\uc774 \uba3c\uc800 \ud130\uc84c\ub2e4: \uc2e4\uc801\uc73c\ub85c \ud655\uc778\ud558\ub294 \uc218\ud61c \uc2e4\uccb4<\/h2>\n

\uc22b\uc790\ub85c \ud655\uc778\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n

2025\ub144 2\ubd84\uae30\ub9cc \ud574\ub3c4 \uc0bc\uc131\uc804\uc790 \ubd84\uae30 \uc601\uc5c5\uc774\uc775\uc740 4\uc870 7,000\uc5b5 \uc6d0\uc774\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n

2026\ub144 1\ubd84\uae30\uc5d0\ub294 57\uc870 2,000\uc5b5 \uc6d0\uc73c\ub85c \uc62c\ub77c\uc130\uc2b5\ub2c8\ub2e4.<\/p>\n

\ubd88\uacfc 3\ubd84\uae30 \ub9cc\uc5d0 \uc218\uce58\uc758 \uc790\ub9bf\uc218\uac00 \ubc14\ub00c\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub3c4 \ub9c8\ucc2c\uac00\uc9c0\uc785\ub2c8\ub2e4.<\/p>\n

2026\ub144 1\ubd84\uae30 \ub9e4\ucd9c\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 198% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc601\uc5c5\uc774\uc775\uc740 \uac19\uc740 \uae30\uac04 405% \ub298\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n

2026\ub144 6\uc6d4 1\uc77c \ucf54\uc2a4\ud53c\ub294 \uc2dc\uac00\ucd1d\uc561 7,000\uc870 \uc6d0\uc744 \ucc98\uc74c \ub118\uacbc\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790 \uc2dc\uac00\ucd1d\uc561\ub3c4 \ucc98\uc74c\uc73c\ub85c 2,000\uc870 \uc6d0\uc744 \ub3cc\ud30c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc8fc\uac00\uac00 \ubbf8\ub9ac \ub6f4 \uac83\uc774 \uc544\ub2c8\ub77c, \uc774\uc775\uc774 \uba3c\uc800 \ud3ed\ubc1c\ud558\uace0 \uc8fc\uac00\uac00 \ub4a4\ub530\ub77c\uc654\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc774 \uc21c\uc11c\uac00 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n

\n

\uc2dc\ub098\ub9ac\uc624 \uacc4\uc0b0: \uc0bc\uc131\uc804\uc790 HBM4 \uc810\uc720\uc728 \ud68c\ubcf5 \uc2dc \ub9e4\ucd9c \ubcc0\ud654<\/h2>\n

\uc9c1\uc811 \uacc4\uc0b0\ud574 \ubcf4\uba74 \uac10\uc774 \uc7a1\ud799\ub2c8\ub2e4.<\/p>\n

\uac00\uc815:<\/strong> 2026\ub144 HBM4 \uc804\uccb4 \uc2dc\uc7a5\uc774 \uc804\ub144 \ub300\ube44 2\ubc30 \uc131\uc7a5\ud558\uace0, \uc0bc\uc131\uc804\uc790 \uc810\uc720\uc728\uc774 \uae30\uc874 18%\uc5d0\uc11c 28%\ub85c \ud68c\ubcf5\ub41c\ub2e4\uba74.<\/p>\n

\uc0bc\uc131\uc804\uc790\uac00 HBM4\uc5d0\uc11c \ud655\ubcf4\ud558\ub294 \ub9e4\ucd9c \uaddc\ubaa8\ub294 \ub2e8\uc21c \ube44\ub840\ub85c \uc57d 2.5\ubc30(= 2 \u00d7 28\u00f718) \uc774\uc0c1 \ub298\uc5b4\ub098\ub294 \uc148\uc785\ub2c8\ub2e4.<\/p>\n

\ubb3c\ub860 \uc774\uac74 \uc2dc\ub098\ub9ac\uc624\uc785\ub2c8\ub2e4.<\/p>\n

\uc2dc\uc7a5 \uaddc\ubaa8 \uc804\ub9dd\uce58\uc640 \uc810\uc720\uc728 \ubaa8\ub450 \ucd94\uc815\uce58(\ubbf8\ud655\uc815)\uc785\ub2c8\ub2e4.<\/p>\n

\ud558\uc9c0\ub9cc \uc218\uce58\ub97c \ub123\uc5b4\ubcf4\uba74, \uc65c \uc2dc\uc7a5\uc774 \uc0bc\uc131\uc804\uc790 HBM4 \uc218\uc728 \ud68c\ubcf5\uc5d0 \ucd09\uac01\uc744 \uace4\ub450\uc138\uc6b0\ub294\uc9c0 \uad6c\uc870\uac00 \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n

\n

AMD HBM4 \uc218\ud61c\uc8fc \ubd84\ub958\ud45c: \ud55c\ub208\uc5d0 \ubcf4\uae30<\/h2>\n

AMD HBM4 \uc0bc\uc131 \ud558\uc774\ub2c9\uc2a4 \uc218\ud61c \uc8fc\uc2dd \uc815\ub9ac\ub97c \ud575\uc2ec\ub9cc \ubf51\uc544 \ud45c\ub85c \ubcf4\uba74 \uc544\ub798\uc640 \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n\n\n\n\n\n
\ubd84\ub958<\/th>\n\ub300\ud45c \uae30\uc5c5<\/th>\n\uc218\ud61c \uacbd\ub85c<\/th>\n\ud655\uc2e4\uc131<\/th>\n<\/tr>\n<\/thead>\n
HBM \uba54\ubaa8\ub9ac \uc9c1\uc811 \uacf5\uae09(1\uc704)<\/td>\nSK\ud558\uc774\ub2c9\uc2a4<\/td>\nHBM4\u00b7HBM4E \uacf5\uae09, \uc810\uc720\uc728 54~55%<\/td>\n\uacf5\uc2dd \ud655\uc815<\/td>\n<\/tr>\n
HBM + \ud30c\uc6b4\ub4dc\ub9ac \ubcf5\ud569<\/td>\n\uc0bc\uc131\uc804\uc790<\/td>\nHBM4 \uacf5\uae09(28~29%) + AMD 4nm \ud30c\uc6b4\ub4dc\ub9ac<\/td>\n\ud611\uc758 \ubcf4\ub3c4(\ubbf8\ud655\uc815)<\/td>\n<\/tr>\n
\uc7a5\ube44 \ud6c4\ubc29 \uc218\ud61c<\/td>\n\ud55c\ubbf8\ubc18\ub3c4\uccb4<\/td>\nTC \ubcf8\ub354 \uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4 \uc591\uc0ac \uacf5\uae09<\/td>\n\uc2dc\uc7a5 \ucd94\uc815<\/td>\n<\/tr>\n
\uc0dd\ud0dc\uacc4 \uc5f0\uacc4<\/td>\nTSMC<\/td>\nAMD \uce69 \uc704\ud0c1 \uc0dd\uc0b0<\/td>\n\uacf5\uc2dd \ud655\uc815<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\ud655\uc2e4\uc131 \ub4f1\uae09\uc744 \uad6c\ubd84\ud574 \ub450\ub294 \uc774\uc720\ub294 \ud55c \uac00\uc9c0\uc785\ub2c8\ub2e4.<\/p>\n

\uc2dc\uc7a5\uc774 \uae30\ub300\ub97c \uc120\ubc18\uc601\ud560 \ub54c, \uacf5\uc2dd \ubbf8\ud655\uc815 \uc7ac\ub8cc\ub294 \ud655\uc815 \uc7ac\ub8cc\ubcf4\ub2e4 \ub418\ub3cc\ub9bc \ud3ed\uc774 \ud07d\ub2c8\ub2e4.<\/p>\n

\ud611\uc758 \ubcf4\ub3c4\uc640 \uacf5\uc2dd \uacc4\uc57d \uccb4\uacb0 \uc0ac\uc774\uc758 \uac04\uadf9\uc774 \ub9ac\uc2a4\ud06c\uc785\ub2c8\ub2e4.<\/p>\n

\"AMD
\uc2e0\ud638\uc640 \ud568\uc815\uc744 \uad6c\ubd84\ud558\ub294 \uac83\uc774 \ud22c\uc790 \ud310\ub2e8\uc758 \ucd9c\ubc1c\uc810\uc785\ub2c8\ub2e4<\/figcaption>
AI \uc0dd\uc131 \uc774\ubbf8\uc9c0\uc785\ub2c8\ub2e4.<\/figcaption><\/figure>\n
\n

\ub9ac\uc2a4\ud06c: \uc774 \ub17c\uc99d\uc744 \uae68\ub294 \ubcc0\uc218 \uc138 \uac00\uc9c0<\/h2>\n

\uc218\ud61c \uad6c\uc870\uac00 \ud0c4\ud0c4\ud574 \ubcf4\uc5ec\ub3c4 \ubc18\ub860\uc744 \uc9da\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/p>\n

\ub9ac\uc2a4\ud06c 1 \u2014 AMD\uc758 \uc2dc\uc7a5 \uce68\ud22c\uc728<\/strong><\/p>\n

AMD\uc758 AI \uac00\uc18d\uae30 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 \uc544\uc9c1 \uc5d4\ube44\ub514\uc544\uc640 \uaca9\ucc28\uac00 \ud07d\ub2c8\ub2e4.<\/p>\n

HBM4 \uacf5\uae09 \uacc4\uc57d\uc774 \uc131\uc0ac\ub3fc\ub3c4 \uc2e4\uc81c \ubb3c\ub7c9\uc774 \uc5d4\ube44\ub514\uc544\ubc1c \uc218\uc694\ub97c \ub300\uccb4\ud558\ub294 \uc218\uc900\uc774 \ub418\ub824\uba74 \uc2dc\uac04\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n

\ub9ac\uc2a4\ud06c 2 \u2014 HBM4 \uc218\uc728 \uc548\uc815\ud654<\/strong><\/p>\n

\uc2dc\uc7a5\uc870\uc0ac\uae30\uad00\ub4e4\uc758 2026\ub144 HBM4 \uc810\uc720\uc728 \uc218\uce58\ub294 \ucd94\uc815\uce58\uc785\ub2c8\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 HBM3E\uc5d0\uc11c \uacbd\uc7c1\uc0ac \ub300\ube44 \ub2a6\uc5c8\ub358 \uc804\ub840\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

28~29% \ub2ec\uc131\uc740 \uc218\uc728 \uc548\uc815\ud654\uac00 \uc120\ud589\ub418\uc5b4\uc57c \ud604\uc2e4\ud654\ub429\ub2c8\ub2e4.<\/p>\n

\ub9ac\uc2a4\ud06c 3 \u2014 \uc9c0\uc815\ud559\u00b7\uc218\ucd9c \uaddc\uc81c<\/strong><\/p>\n

\ubbf8\uad6d\uc758 \ub300\uc911\uad6d \ubc18\ub3c4\uccb4 \uc218\ucd9c \uaddc\uc81c\ub294 HBM \uacf5\uae09\ub9dd\uc5d0\ub3c4 \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n

\uaddc\uc81c \ubc94\uc704 \ud655\ub300 \uc5ec\ubd80\uc5d0 \ub530\ub77c \uc218\ud61c \uae30\uc5c5\uc758 \uc2e4\uc9c8 \uc218\uc775\uc774 \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\n

\ud22c\uc790 \uc2dc\uc0ac\uc810: \ubb34\uc5c7\uc774 \uc2e0\ud638\uc774\uace0, \ubb34\uc5c7\uc774 \ud568\uc815\uc778\uac00<\/h2>\n

\uc138 \uac00\uc9c0 \uc2e0\ud638\ub97c \uc8fc\ubaa9\ud560 \ub9cc\ud569\ub2c8\ub2e4.<\/p>\n

\uc2e0\ud638 1 \u2014 HBM4 \uace0\uac1d\uc0ac \uc778\uc99d \uacf5\uc2dc<\/strong><\/p>\n

\uc0bc\uc131\uc804\uc790\uac00 AMD\ud5a5 HBM4 \uace0\uac1d\uc0ac \uc778\uc99d \ud1b5\uacfc\ub97c \uacf5\uc2dd \ubc1c\ud45c\ud558\ub294 \uc2dc\uc810\uc774 \uc810\uc720\uc728 \ud68c\ubcf5\uc758 \ucd9c\ubc1c\uc120\uc785\ub2c8\ub2e4.<\/p>\n

\uc778\uc99d \ud1b5\uacfc \uc804\ud6c4\ub85c \uc2dc\uc7a5 \uae30\ub300\uac00 \ud06c\uac8c \ubc14\ub010 \uc804\ub840\uac00 \uc788\uc73c\ubbc0\ub85c \uacf5\uc2dd \ubc1c\ud45c\ub97c \uc9c1\uc811 \ud655\uc778\ud558\ub294 \uac8c \ub9de\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc2e0\ud638 2 \u2014 AMD \ub370\uc774\ud130\uc13c\ud130 \ubd84\uae30 \ub9e4\ucd9c \uc131\uc7a5\ub960<\/strong><\/p>\n

AMD\uac00 \ubd84\uae30 \uc2e4\uc801\uc5d0\uc11c \ub370\uc774\ud130\uc13c\ud130 \ubd80\ubb38 \ub9e4\ucd9c \uc131\uc7a5\ub960\uc744 \uacf5\uac1c\ud560 \ub54c HBM \uc218\uc694\uc758 \uc2e4\uccb4\uac00 \ub4dc\ub7ec\ub0a9\ub2c8\ub2e4.<\/p>\n

AMD \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c \uc99d\uac00\uc728\uc774 \uc62c\ub77c\uac00\uba74 \uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4 HBM \uc2e4\uc801 \uc804\ub9dd\uce58\uac00 \ub3d9\ubc18 \uc0c1\ud5a5\ub420 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc2e0\ud638 3 \u2014 \uc7a5\ube44\uc8fc \uc2e0\uaddc \uc218\uc8fc \uacf5\uc2dc<\/strong><\/p>\n

\ud55c\ubbf8\ubc18\ub3c4\uccb4 \uac19\uc740 HBM \uc99d\uc124 \uc9c1\uacb0 \uc7a5\ube44 \uae30\uc5c5\uc758 \uc2e0\uaddc \uc218\uc8fc \uacf5\uc2dc\ub294 \ud6c4\ud589\uc774 \uc544\ub2c8\ub77c \uc120\ud589 \uc9c0\ud45c\ub85c \uc77d\ud790 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4\uac00 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ub298\ub9ac\uae30\ub85c \uacb0\uc815\ud558\uba74 \uc7a5\ube44 \ubc1c\uc8fc\uac00 \uba3c\uc800 \ub098\uc624\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n

\uc138 \uc2e0\ud638 \uc911 \ud558\ub098\ub77c\ub3c4 \uc6c0\uc9c1\uc774\uae30 \uc2dc\uc791\ud558\uba74 \ub098\uba38\uc9c0 \ub458\uc774 \ub4a4\ub530\ub974\ub294 \uad6c\uc870\uc785\ub2c8\ub2e4.<\/p>\n

2026\ub144 \ubc18\ub3c4\uccb4 \ud22c\uc790 \ud750\ub984\uc5d0 \ub300\ud55c \ub354 \ub113\uc740 \ub9e5\ub77d\uc774 \uad81\uae08\ud558\ub2e4\uba74 PPI \ubc1c\ud45c\uc640 \uc8fc\uc2dd \uc2dc\uc7a5 \uc601\ud5a5\uc744 \ubcf4\ub294 \ubc95 2026 \uc644\uc804 \uc815\ub9ac<\/a>\ub3c4 \ucc38\uace0\ud560 \ub9cc\ud569\ub2c8\ub2e4.<\/p>\n

\ud1f4\uc9c1\uc5f0\uae08 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubd84\uc0b0 \uad00\uc810\uc774 \uad81\uae08\ud558\ub2e4\uba74 \ud1f4\uc9c1\uc5f0\uae08 \uad6d\ucc44 \ud22c\uc790 9\uc6d4 \ubcc0\uacbd \ubc29\ubc95 2026 \uc644\uc804 \uc815\ub9ac\ub97c \ud568\uaed8 \uc77d\uc5b4\ubcf4\uc2dc\uba74 \ub429\ub2c8\ub2e4.<\/p>\n

\ucd9c\ucc98: \uc2dc\ube45\ub274\uc2a4\u00b7\ub514\uc9c0\ud138\ud22c\ub370\uc774\u00b7IT\ub3d9\uc544\u00b7\ub274\uc2a4\uba54\uc774\ucee4 \ubcf4\ub3c4, \uac01\uc0ac \uacf5\uc2dc \ubc0f IR \uc790\ub8cc \ucc38\uace0<\/p>\n

\n

\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38(FAQ)<\/h2>\n

AMD HBM4 \uc218\ud61c\ub97c \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \uc911 \uc5b4\ub290 \ucabd\uc774 \ub354 \ud06c\uac8c \ubc1b\ub098\uc694?<\/h3>\n

2026\ub144 HBM4 \uc2dc\uc7a5 \uc810\uc720\uc728 \uc804\ub9dd \uae30\uc900\uc73c\ub85c\ub294 SK\ud558\uc774\ub2c9\uc2a4\uac00 54~55%\ub85c \uc5ec\uc804\ud788 \uc6b0\uc704\uc785\ub2c8\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 28~29%\ub85c HBM3E \uc2dc\uc808(18%) \ub300\ube44 \uc0c1\uc2b9\uc774 \uae30\ub300\ub418\uc9c0\ub9cc, AMD HBM4 \uc6b0\uc120 \uacf5\uae09 \uacc4\uc57d\uc740 \uc544\uc9c1 \uacf5\uc2dd \ud655\uc815 \ub2e8\uacc4\uac00 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 HBM4 \uacf5\uae09\uc5d0 \ub354\ud574 AMD \uce69 4nm \ud30c\uc6b4\ub4dc\ub9ac \uc218\ud61c\uae4c\uc9c0 \ub178\ub9b4 \uc218 \uc788\ub2e4\ub294 \uc810\uc774 \ucc28\ubcc4\uc810\uc785\ub2c8\ub2e4.<\/p>\n

HBM4\ub294 HBM3E\uc640 \uc5b4\ub5bb\uac8c \ub2e4\ub978\uac00\uc694?<\/h3>\n

HBM4\ub294 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(High Bandwidth Memory) 7\uc138\ub300 \uc81c\ud488\uc73c\ub85c, HBM3E \ub300\ube44 \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uc774 \uc57d 2\ubc30 \uc218\uc900\uc73c\ub85c \ud5a5\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n

\uc5d4\ube44\ub514\uc544 \ub8e8\ube48 \uc6b8\ud2b8\ub77c\uc5d0\uc11c\ub294 GPU\ub2f9 1,024GB\uae4c\uc9c0 \ud655\uc7a5\ub418\uba70, AMD \ucc28\uc138\ub300 AI \uac00\uc18d\uae30 MI350\u00b7MI400 \uc2dc\ub9ac\uc988\ub3c4 HBM4\ub97c \ud0d1\uc7ac\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<\/p>\n

\uc218\uc694\ucc98\uac00 \uc5d4\ube44\ub514\uc544 \ub2e8\uc77c\uc5d0\uc11c AMD\uae4c\uc9c0 \ud655\ub300\ub418\ub294 \uad6c\uc870\uc785\ub2c8\ub2e4.<\/p>\n

\ud55c\ubbf8\ubc18\ub3c4\uccb4\uac00 HBM4 \uc218\ud61c\uc8fc\ub85c \uaf3d\ud788\ub294 \uadfc\uac70\ub294 \ubb34\uc5c7\uc778\uac00\uc694?<\/h3>\n

\ud55c\ubbf8\ubc18\ub3c4\uccb4\ub294 HBM \uc81c\uc870\uc5d0 \ud544\uc218\uc801\uc778 TC(\uc5f4\uc555\ucc29) \ubcf8\ub354 \ubd84\uc57c \uc138\uacc4 1\uc704 \uae30\uc5c5\uc785\ub2c8\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \ubaa8\ub450\uc5d0 \uc7a5\ube44\ub97c \uacf5\uae09\ud558\uae30 \ub54c\ubb38\uc5d0, \uc5b4\ub290 \ucabd\uc774 HBM \uc99d\uc124\uc744 \ub298\ub824\ub3c4 \uc218\ud61c\ub97c \ubc1b\ub294 \uad6c\uc870\uc785\ub2c8\ub2e4.<\/p>\n

AMD \uc218\uc694 \ud655\ub300 \u2192 \uc591\uc0ac HBM \uc0dd\uc0b0 \ud655\ub300 \u2192 \uc7a5\ube44 \ubc1c\uc8fc \uc99d\uac00\ub77c\ub294 \uc778\uacfc \uccb4\uc778\uc5d0\uc11c \ud6c4\ubc29 \uc218\ud61c\uc8fc \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4 ADR \uc0c1\uc7a5 \uac80\ud1a0 \uc18c\uc2dd\uc774 \uc8fc\uac00\uc5d0 \uc5b4\ub5a4 \uc758\ubbf8\uc778\uac00\uc694?<\/h3>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 \ubbf8\uad6d \uc99d\uc2dc ADR(\ubbf8\uad6d\uc8fc\uc2dd\uc608\ud0c1\uc99d\uc11c) \uc0c1\uc7a5\uc744 \uac80\ud1a0 \uc911\uc774\ub77c\ub294 \uc18c\uc2dd\uc774 \ubcf4\ub3c4\ub410\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc0c1\uc7a5\uc774 \uc2e4\ud604\ub420 \uacbd\uc6b0 \uae00\ub85c\ubc8c \uae30\uad00 \ud22c\uc790\uc790\uc758 \uc811\uadfc\uc131\uc774 \ub192\uc544\uc9c0\uace0, \uc720\ub3d9\uc131 \ud504\ub9ac\ubbf8\uc5c4\uc774 \ubd99\uc744 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub2e8, \uac80\ud1a0 \ub2e8\uacc4\uc774\ubbc0\ub85c \uacf5\uc2dd \ud655\uc815 \uc5ec\ubd80\ub294 SK\ud558\uc774\ub2c9\uc2a4 \uacf5\uc2dd \uacf5\uc2dc\ub97c \ud1b5\ud574 \uc9c1\uc811 \ud655\uc778\ud558\ub294 \uac83\uc774 \ub9de\uc2b5\ub2c8\ub2e4.<\/p>\n

HBM4 \uc810\uc720\uc728 \uc804\ub9dd\uce58\ub294 \uc5b4\ub514\uc11c \ub098\uc628 \uc218\uce58\uc778\uac00\uc694?<\/h3>\n

\uc2dc\uc7a5\uc870\uc0ac\uae30\uad00\ub4e4\uc758 \ucd94\uc815\uce58\ub85c, \ud655\uc815\uac12\uc774 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n

\ubcf4\ub3c4\ub41c \uc218\uce58\ub294 SK\ud558\uc774\ub2c9\uc2a4 5455%, \uc0bc\uc131\uc804\uc790 28<\/del>29%, \ub9c8\uc774\ud06c\ub860 17~18%\uc774\uba70, \uc2e4\uc81c \uc218\uc728\uacfc \uc591\uc0b0 \uc18d\ub3c4\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\ud2b9\ud788 \uc0bc\uc131\uc804\uc790 28~29%\ub294 HBM4 \uc218\uc728 \uc548\uc815\ud654\uac00 \uc120\ud589\ub418\uc5b4\uc57c \ud604\uc2e4\ud654\ub429\ub2c8\ub2e4.<\/p>\n

AMD\uac00 HBM4\ub97c \ud0d1\uc7ac\ud558\ub294 AI \uac00\uc18d\uae30\ub294 \uc5b4\ub5a4 \uc81c\ud488\uc778\uac00\uc694?<\/h3>\n

AMD MI350\u00b7MI400 \uc2dc\ub9ac\uc988\uac00 HBM4 \ud0d1\uc7ac \ub300\uc0c1\uc73c\ub85c \uac70\ub860\ub429\ub2c8\ub2e4.<\/p>\n

\uc815\ud655\ud55c \ucd9c\uc2dc \uc77c\uc815\uacfc \ud0d1\uc7ac \uc0ac\uc591\uc740 AMD \uacf5\uc2dd \ubc1c\ud45c\ub97c \ud1b5\ud574 \ud655\uc778\ud558\ub294 \uac83\uc774 \ub9de\uc2b5\ub2c8\ub2e4.<\/p>\n

\n

\ub9c8\ubb34\ub9ac<\/h2>\n

AMD HBM4 \uc0bc\uc131 \ud558\uc774\ub2c9\uc2a4 \uc218\ud61c \uc8fc\uc2dd \uc815\ub9ac\uc758 \ud575\uc2ec\uc740 '\ub204\uac00 \ub0a9\ud488\ud558\ub290\ub0d0'\ubcf4\ub2e4 \ud55c \ub2e8\uacc4 \uae4a\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc774\uc775\uc758 \uc790\ub9bf\uc218\uac00 \uc774\ubbf8 \ubc14\ub00c\uc5c8\uace0, AMD\ub77c\ub294 \uc0c8 \uc218\uc694\ucc98\uac00 \uacf5\uae09\ub9dd \uacbd\uc7c1\uc744 \ub2e4\uc2dc \ubd99\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uacf5\uc2dd \uacc4\uc57d \ud655\uc815 \ud0c0\uc774\ubc0d, HBM4 \uc218\uc728, AMD \uc2dc\uc7a5 \uce68\ud22c\uc728 \u2014 \uc774 \uc138 \ubcc0\uc218\uac00 \uc2e4\uc81c \uc218\ud61c \uaddc\ubaa8\ub97c \uacb0\uc815\ud569\ub2c8\ub2e4.<\/p>\n

\uc2dc\uc7a5 \uae30\ub300\uc640 \ud655\uc815 \uc0ac\uc2e4\uc758 \uacbd\uacc4\ub97c \uad6c\ubd84\ud558\ub294 \uac83, \uadf8\uac8c \uc9c0\uae08 \uc774 \uad6d\uba74\uc5d0\uc11c \ud22c\uc790 \ud310\ub2e8\uc758 \ucd9c\ubc1c\uc810\uc778 \uc148\uc785\ub2c8\ub2e4.<\/p>\n

\ucc38\uace0\uc790\ub8cc<\/h2>\n