̱, Z ݵü 6.9 Ȯ 26%

ϱ

URL
AIê
AI

ڵ Դϴ.
ü ϱ ؼ ü Ȯϴ ϴ.

AIê м Դϴ. ø ٷּ.
4 92000ﺸ ټ پ
ػ罺 53 Ը Ȱ
̱, Z ݵü  6.9 Ȯ  26%
Z ̱ Ϸ Ŀ帮 . /Z

[̵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.


[HOT NEWS]
ڿ XX ֵ ڸ, ᱹ....
̴ Ű м
۷ S Ÿ
ټ° ӽ Ÿ ҽ ׿
ġ 3

Ȳȿ (woniii@mydaily.co.kr)

ȭ

1/1
ȭ

1/1

  翻译: