"SK̴н, ڸ εֳ ÷ ݵü 5.3 "

ϱ

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AIê
AI

ڵ Դϴ.
ü ϱ ؼ ü Ȯϴ ϴ.

AIê м Դϴ. ø ٷּ.
WSJ "2028 ǥ"

SK̴н ̱ εֳ Ʈ ĿƮ 40޷( 53700) ÷ ݵü Ű¡ Ǽ .


"SK̴н, ڸ εֳ ÷ ݵü  5.3 "

26(ð) ƮƮ(WSJ) ҽ ο SK̴н 2028 ǥ Ǽ ȹ̸ ̻ȸ ̶ ߴ.


SK̴н پ ް ȴ. εֳ SK̴н Ǽ 800~1000 ڸ â ̴.


 εֳ Ʈ ĿƮ ̱ ִ ݵü ũ ڰ α׷ ϴ ۵ ִ. SK̴н 븸 ݵü TSMC  ֵָ , ۵븦 ݵü η Ȯϱ εֳָ ߴ. ռ ٸ ܽ SK̴н ݵü Ű¡ εֳָ ߴٰ ִ.


SK̴н ΰ(AI) ʼ 뿪޸(HBM) ݵü ϰ ִ. ü ֳθý SK̴н 忡 73% ϰ ְ ڸ ̾ Z(22%), ũ(5%) ̴. SK̴н AI ݵü 90% ƿ HBM ϰ ִ.


ٸ SK̴н ̱ Ű¡ ü Ǽϴ ϴ ѱ 30~35% ߻ȴ. ̱ ݵü(CSA) Ǽ ߰ Ϻ ̴.


ֳθƽ ֳθƮ "SK̴н ̱ Ը HBM Ű¡ ù ° ֿ ü "̶ ߴ.


HBM D ó ӵ ø ޸𸮴. ͸ żϰ Ӿ óؾ ϴ AI Ϸ HBM ޸𸮰 ݵ ʿϴ. SK̴н HBM 4 HBM3 忡 90% ϰ ִ. HBM 5 HBM3E ̴ AI ݵü ƿ Ѵ.



=ؿ ƯĿ roguehy@asiae.co.kr

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