"ѱ, ? Ʈ ݵü Ǹ" [⿣ Ĵ´]

߾Ϻ2024.12.23 05:01 2024.12.23 08:55

AI

ڵ Դϴ. ü ϱ ؼ ü Ȯϴ ϴ.

AIê м Դϴ.ø ٷּ.



̱-߱ ÷ ݵü . =մ

̱ ߱ ÷ܱ ǿ ݵü ִ. ̵ £ ѱ ݵü , ° ¿ȴ. ̱ HBM AI ݵü ÷ ݵü ϸ鼭, ߱ ޸ ݵü ( Ǹ) 鼭 ѱ ߱ ޸𸮿 ؾ ó. ̿ ̱ ũũ ѱ ̱ ο ߱ ޸ ߾ Ѵٴ 򰡰 Դ.

20 ׷ ٷ ̱ (CSIS) ͵ʹ AI ߾Ϻ ȭ ͺ信 ѱ û ߿ ZSK̴н ޸ ıϷ ߱ ü ѱ üκ ÷ () ޹޵, ѱ ̳ġ ѱ (̱) ü ϴ ϴ١ ߴ.

ٷ ׷鼭 ѱ ζ, (翡 ̸ ϸ鼭) ߱ ޸𸮸 Ȱ ÷ ̶͡ ߴ. ֱ ̱ δ ̱ Ե ѱ 뿪޸(HBM) ÷ ݵü ߱ ߴµ, ѱ ΰ ߱ ޸ ̿ ߾ ߴٴ ̴. CSIS ̱ ǥ ܱȺ ũũ, ٷ ÷ܱ о߸ Ѵ.



, ۾ ǻ
̱ ö̵͸(AMAT) ߱ ݵü ڸ ١ ȭ ݴ߾. ׷ ٷ ̱ 簡 ߱ ݵü ӵ ٴ ġ ´. 2 󹫺δ ÷ ݵü HBM ߱ ϴ ߰ 縦 ǥߴ.

̹ ̱ ߰ ѱ ﱹ Ȳ óߴ. ̱ 񡤱 Ÿ ǰ ϴ ؿǰĢ(FDPR) ѱ HBM ÷ ߱ µ, Ϻ ״ 翡 ܵƴ. ̱ ξ ü () 縦 ̸ ؼ.

Ư, ߱ ִ D âŸ޸(CXMT) ѱ ϴ ߱ 󿡼 . ߱ HBM ѽŽ(XMC) ϴ. ܽ Ϻ ΰ ڱ ϱ ̱ 䱸ߴ١ ߴ. ϷƮ(TEL) Ϻ ֿ ü ߱ 40~45% Ѵ.

迵 ̳


ֱ ̸ ̱ 󹫺 ϴ ߱ ݵü ִٰ , ٷ 信 ޸𸮴 ܵ ɼ ١ ߴ.


ѱ, AIݵü ǰ
״ ѱ ΰ Ʈ ο ñϰ AI ݵü žҴ. ״ ̷ , AI ֵ ̱ ߱ ġϰ ϴµ, ѱ ѱ ؾ Ѵ١ ѱ ̷ ̴ 5⸶ ʴġ ǹ. ѱ () Ѵٴ ̴.

׷.C ٷ ̱ (CSIS) ͵ʹ AI÷ܱ. CSIS


ٷ ѱ ߱ ؾ Ѵٰ ߴ. ״ ̱ ѱ ϴ ޸(YMTC) CXMT Ÿ ֹǷ ѱ ϴ١ Z SK̴н ߱  ѱ ڸ ʴ´١ ߴ. ״ 2018 ׽ ߱ ޸ η ߱ ڵ ü ŷߴ. ʹ Ⱑ丮 ׽ ϰ ߱ ׷ ޸ åڷ Ѵٰ ߴ.


H20, ߱ Ŭ
״ ߱ ÷ AI Ĩ ɷ ġ ʴٰ ô. ״ ߱ 忡 ƿ ϴ ȭ AI ӱ 塯(ASCEND) Ĩ κ ߱ Ŀ帮 SMIC ƴ 븸 TSMC ľϸ, TSMC 7 ߱ ߱⿡ ߵ ̶͡ ߴ.


TSMC 2020 ȭ Ĩ Ź ߴߴ. ׷ 10 ȭ ǰ TSMC Ĩ ߰ߵ, TSMC ȭ̷ Ĩ 귯  ɼ ߱ ÷ Ĩ ŷ ߴߴ. TSMC 带 ʰ, SMIC (ǰ ) ⿡, ߱ AI ӱ 䰡 H20 Ŷ . ̹ HBM ߱ , Z HBM3 ž H20 ϴ.

ɼ shshim@joongang.co.kr

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߾Ϻ / '̽' ģ߰
ãƺ? ãƿ!

߾Ϻ(https://www.joongang.co.kr),
ɼ shshim@joongang.co.kr