ػ罺 53 Ը Ȱ
[̵ϸ = Ȳȿ ] ̱ ̵ ΰ Z ̱ ݵü 69000 Ȯߴ. ̹ Ȯ 4 ŷ(PMT) ߴ 64 ( 92000) 26% پ Ը.
̱ δ 20(ð) ŷ ü ó ǻ縦 ݵü ǰ Zڿ ߴٰ .
δ " Zڰ Ⱓ 370 ( 53) ̻ ػ罺 ߺο ġ ݵü ü ÷ ݵü ϴ "̶ ߴ. ̾ " ػ罺 Ϸ 2 ÷ հ (R&D) , ƾ ü Ȯ Եȴ" "Z Ʈ Ͻ ڱ й ȹ"̶ ٿ.
"Zڿ ̹ ڷ ̱ 5 ÷ ݵü ü ƴ"鼭 "̴ ΰ(AI) Ⱥ ʼ ÷ ݵü ϴ ÿ ڸ âŰ ȸ ȭų "̶ ߴ.
Z (786500) TSMC(66), ũ(616500)ٵ ڱ ̴. Z ڱ 12.7%, ̱ ũ(12.3%)̳ (8.7%) . 19 ̱ SK̴н ڱ 11.8%, 븸 TSMC 10.3%. Z 濡 δ "Z Ը 4 ǥ Ը , ̴ ȹ ݿ Ȳ ȸ Ը ߴ" ߴ.
Z DSι ǥ̻ ȸ ̹ "ݵü ̱ ο Zڰ ̱ ÷ ݵü °踦 ϰ ڸ ϴ ϳ ǥ "̶ "AI ߽ ô ȭϴ 並 ϱ ̱ Ʈʻ ֱ⸦ Ѵ" .
ݱ ̱ δ 20 ذ(PMT) ü Ȯ ִ.
δ SK̴н 45800 ( 6600) ݰ ִ 5 ( 7250) ߴ. SK̴н ̹ εֳ ΰ(AI) 뿪(HBM) ݵü Ű¡ HBM ȭѴٴ ħ̴. 11 TSMC 66 (92400) Ը ó Ȯѵ ̾ 786000 (11400), ۷ιĿ帮 15 (21000), ũ 616500 (86310) üƴ.
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