{"id":17120,"date":"2025-03-06T14:55:18","date_gmt":"2025-03-06T05:55:18","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=17120"},"modified":"2025-03-07T10:53:11","modified_gmt":"2025-03-07T01:53:11","slug":"sk%ed%95%98%ec%9d%b4%eb%8b%89%ec%8a%a4-%ec%86%94%eb%a6%ac%eb%8b%a4%ec%9e%84-%eb%b0%98%ec%a0%84-%ec%a4%91%ea%b5%ad-%eb%8b%a4%eb%a1%84%ea%b3%b5%ec%9e%a5-%ed%95%b4%ea%b2%b0%ec%b1%85-%ec%95%84","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=17120","title":{"rendered":"SK\ud558\uc774\ub2c9\uc2a4, \uc194\ub9ac\ub2e4\uc784 \ubc18\uc804? \uc911\uad6d \ub2e4\ub844\uacf5\uc7a5 \ud574\uacb0\ucc45 ‘\uc544\uc9c1’"},"content":{"rendered":"

|\ud604\uc9c0 \uacbd\uc7c1\ub2f9\uad6d \uaddc\uc81c\uc5d0 \ud2b8\ub7fc\ud504 \uac15\uacf5, eSSD \uc131\uc7a5\uc138 \ub454\ud654 \ubd80\ub2f4<\/h3>\n

SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc9c0\ub09c\ud574 \ub9d0 \ubcf8\uc0ac \ud604\uae08\uc131\uc790\uc0b0\uc774 \ud06c\uac8c \uc99d\uac00\ud558\uba74\uc11c \uc194\ub9ac\ub2e4\uc784(\uc61b \uc778\ud154 \ub0b8\ub4dc\uc0ac\uc5c5\ubd80) \uc778\uc218 \uc794\uae08 \ub0a9\ubd80 \uace0\ubbfc\uc744 \ub35c\uc5c8\ub2e4. \uc791\ub144 4\ubd84\uae30\uc5d0 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\uc640 \uae30\uc5c5\uc6a9\uc194\ub9ac\ub4dc\uc2a4\ud14c\uc774\ud2b8\ub4dc\ub77c\uc774\ube0c(eSSD) \ub4f1\uc758 \ud638\uc870 \ub355\ubd84\uc774\ub2e4.<\/p>\n

\ub2e4\ub9cc \uc778\ud154 \ub0b8\ub4dc\uc0ac\uc5c5\ubd80 \uc778\uc218\ud569\ubcd1(M&A)\uc73c\ub85c \uc778\ud55c \ubaa8\ub4e0 \uace0\ubbfc\uc774 \ud574\uc18c\ub41c \uc0c1\ud669\uc740 \uc544\ub2c8\ub2e4. \ub2f9\uc2dc \uc778\uc218\ud55c \uc911\uad6d \ub2e4\ub844\uacf5\uc7a5\uc758 \uacbd\uc6b0 \uc148\ubc95\uc774 \uc5ec\uc804\ud788 \ubcf5\uc7a1\ud558\ub2e4. \ubbf8\uc911 \uac08\ub4f1\uc73c\ub85c \uc81c\ub300\ub85c \ub41c \uacf5\uc7a5 \uc6b4\uc601\uc774 \uc5b4\ub824\uc6cc\uc9c4 \uc0c1\ud0dc\uc5d0\uc11c \ubbf8\uad6d\uc758 \uaddc\uc81c\uac00 \uac08\uc218\ub85d \uac15\ud654\ub418\uace0 \uc788\ub2e4. \uc5ec\uae30\uc5d0 \ub0b8\ub4dc \uc2dc\uc7a5\uc774 \ub2e4\uc2dc \uaebe\uc77c \uc870\uc9d0\ub3c4 \ubcf4\uc778\ub2e4.<\/p>\n

\u25c7\ubbf8\uad6d \uaddc\uc81c \ud0c0\uaca9? eSSD \ub0b4\uc138\uc6cc ‘\uc911\uad6d \ub9e4\ucd9c \uc99d\uac00’<\/strong><\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 2020\ub144 10\uc6d4 \uc778\ud154 \ub0b8\ub4dc\uc0ac\uc5c5\ubd80\ub97c \uc778\uc218\ud55c\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc778\uc218 \ub300\uc0c1\uc740 SSD\uc0ac\uc5c5 \ubd80\ubb38, \ub0b8\ub4dc\ud50c\ub798\uc2dc\uba54\ubaa8\ub9ac \ub2e8\ud488 \ubc0f \uc6e8\uc774\ud37c \ube44\uc988\ub2c8\uc2a4, \uc911\uad6d \ub2e4\ub844 \uc0dd\uc0b0 \uc2dc\uc124 \ub4f1\uc774\ub2e4.<\/p>\n

\uac19\uc740 \ud574 12\uc6d4 SSD\uc0ac\uc5c5 \ubd80\ubb38\uc740 \ubbf8\uad6d \uc790\ud68c\uc0ac \uc194\ub9ac\ub2e4\uc784\uc73c\ub85c \uc0c8\ub86d\uac8c \ucd9c\ubc94\ud588\ub2e4. \uc194\ub9ac\ub2e4\uc784\uc740 ‘SK hynix NAND Product Solutions Corp’ \ubc95\uc778\uc73c\ub85c SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc791\ub144\ub9d0 \uae30\uc900 \uc9c0\ubd84 98.49%\ub97c \uac16\uace0 \uc788\ub2e4.<\/p>\n

\uc911\uad6d \ub2e4\ub844\uacf5\uc7a5\uc740 SK\ud558\uc774\ub2c9\uc2a4\uac00 \ubcc4\ub3c4\ub85c \uc9c0\ubc30\ud558\ub294 \uad6c\uc870\ub85c \uc778\uc218\ud588\ub2e4. ‘SK hynix Semiconductor Dalian Co., Ltd.’\uc73c\ub85c SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc9c0\ubd84 100%\ub97c \ubcf4\uc720\ud558\uace0 \uc788\ub2e4.<\/p>\n

\uc194\ub9ac\ub2e4\uc784 \ubbf8\uad6d\ubc95\uc778\uacfc \ub9c8\ucc2c\uac00\uc9c0\ub85c \ub2e4\ub844\ubc95\uc778\ub3c4 SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc778\uc218\ud55c \ub4a4 \ubd80\uc9c4\uc744 \uba74\uce58 \ubabb\ud588\ub2e4. \ud2b9\ud788 SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc778\ud154 \ub0b8\ub4dc\uc0ac\uc5c5\ubd80 M&A\ub97c \ud558\ub358 \ub54c\ub294 \uc774\ubbf8 \ubbf8\uc911 \uac08\ub4f1\uc774 \uaca9\ud654\ud558\ub358 \uc2dc\uc810\uc774\ub77c \uc81c\ub300\ub85c\ub41c \uc6b4\uc601\uc774 \uac00\ub2a5\ud560\uc9c0\uc5d0 \ub300\ud55c \uc758\uad6c\uc2ec\uc774 \uafb8\uc900\ud788 \ub098\uc654\ub2e4. \uc9c0\ub09c\ud574\uc5d0\ub3c4 \uc7a5\ube44 \ubc18\uc785 \ub09c\ud56d, \uc778\ub825 \uc774\ud0c8 \ub4f1\uc744 \uacaa\uc740 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4.<\/p>\n

\ub2e4\ub844\ubc95\uc778\uc740 \ubbf8\uad6d\ubc95\uc778\ucc98\ub7fc SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc8fc\uc694 \uc5f0\uacb0 \uc885\uc18d\uc0ac\uac00 \uc544\ub2c8\ub77c \uac10\uc0ac\ubcf4\uace0\uc11c\uc5d0 \uc2e4\uc801\uc744 \uacf5\uac1c\ud558\uc9c0 \uc54a\ub294\ub2e4. \ub2e4\ub9cc \uc0ac\uc5c5\ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 2022\ub144 \ub2f9\uae30\uc21c\uc190\uc2e4\uc740 16\uc5b5\uc6d0, 2023\ub144 \ub2f9\uae30\uc21c\uc190\uc2e4\uc740 4815\uc5b5\uc6d0\uc5d0 \ub2ec\ud588\ub2e4.<\/p>\n

\"\"<\/div>\n

\ub2e4\ub844\ubc95\uc778\uc740 SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc778\uc218\ud55c \ub4a4 \uc904\uace7 \uc5b4\ub824\uc6b4 \uc0c1\ud669\uc774\uc5c8\uc9c0\ub9cc \ubc18\ub3c4\uccb4\uc5c5\uacc4\uc5d0\uc11c\ub294 \uc791\ub144 \ud558\ubc18\uae30\uc5d0\ub294 \uc194\ub9ac\ub2e4\uc784 \ubbf8\uad6d\ubc95\uc778\ucc98\ub7fc \uc77c\ubd80 \ubc18\uc804\uc744 \uc774\ub918\uc744 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\ub2e4. \uc791\ub144 \ud558\ubc18\uae30 AI \uc11c\ubc84\uc5d0 \ub4e4\uc5b4\uac00\ub294 eSSD \uc2dc\uc7a5\uc774 \ud638\ud669\uc744 \ub9de\uc774\ud588\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n

\uc2e4\uc81c SK\ud558\uc774\ub2c9\uc2a4\ub294 \ubbf8\uad6d\uc758 \uac15\ub825\ud55c \uaddc\uc81c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc911\uad6d\uc5d0\uc11c \uc131\uacfc\ub97c \uac70\ub480\ub2e4. \uac10\uc0ac\ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 \uc6b0\uc2dc\uc5d0 \uc788\ub294 \uc911\uad6d D\ub7a8\u00b7\ud310\ub9e4\ubc95\uc778(SK hynix Wuxi Semiconductor Sales Ltd.)\uc758 \uc791\ub144 \ub9e4\ucd9c\uc740 13\uc870104\uc5b5\uc6d0, \ub2f9\uae30\uc21c\uc774\uc775\uc740 1432\uc5b5\uc6d0\uc73c\ub85c \uac01\uac01 64.3%, 65.4% \uc99d\uac00\ud588\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4 \ub2e4\ub844\ubc95\uc778\uc740 \uc62c 1\uc6d4\ucd08\uaed8 \uc911\uad6d \uc790\ubcf8\uc2dc\uc7a5 \ub2f9\uad6d\uc5d0 \uc790\ubcf8\uae08\uc774 \uae30\uc874 26\uc5b5\ub2ec\ub7ec\uc5d0\uc11c 28\uc5b5\ub2ec\ub7ec\ub77c\uace0 \uc218\uc815\ud574 \uace0\uc2dc\ud588\ub2e4. \ub2f9\uc2dc \uc911\uad6d \ud604\uc9c0\ub9e4\uccb4\ub4e4\uc740 eSSD \uc218\uc694\uac00 \ub298\uba74\uc11c \ub2e4\ub844 \ud339(Fab\u00b7\uacf5\uc7a5)\uc758 \uc790\ubcf8\uc774 \ub298\uc5b4\ub09c \uac83\uc73c\ub85c \ubd84\uc11d\ud588\ub2e4.<\/p>\n

\u25c7\uc911\uad6d \uaddc\uc81c\uc5d0 \ud2b8\ub7fc\ud504 \uc555\ubc15\uae4c\uc9c0, eSSD \uc2dc\uc7a5 ‘\uce90\uc998’ \uc6b0\ub824\ub3c4<\/strong><\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc194\ub9ac\ub2e4\uc784 \uc778\uc218\ub294 \uc544\uc9c1 \uc644\uc804\ud788 \ub05d\ub098\uc9c0 \uc54a\uc558\ub2e4. \uc774\ub2ec \ub0b4\ub85c \uc778\uc218 \uc794\uae08\uc744 \uce58\ub974\ub294 \uc774\uc288\uac00 \ub0a8\uc558\uae30 \ub54c\ubb38\uc774\ub2e4. 22\uc5b53500\ub9cc\ub2ec\ub7ec(\ud55c\ud654 \uc57d 3\uc8702500\uc5b5\uc6d0)\uc5d0 \ub2ec\ud558\ub294 \uae08\uc561\uc744 \uc9c0\uae09\ud574\uc57c \ube44\ub85c\uc18c \uba85\uc2e4\uc0c1\ubd80\ud558\uac8c \uc194\ub9ac\ub2e4\uc784\uc758 \uc8fc\uc778\uc774 \ub41c\ub2e4.<\/p>\n

\uc791\ub144 \ud558\ubc18\uae30 \ub0b8\ub4dc \uc5c5\ud669\uc774 \ud638\uc870\ub97c \ubcf4\uc774\uba74\uc11c \ud55c\uc228\uc744 \ub3cc\ub838\uc9c0\ub9cc \uace0\ubbfc\uc774 \uc801\uc796\uc740 \uc0c1\ud669\uc774\ub2e4. \uc6b0\uc120 \ub2e4\ub844\uacf5\uc7a5\uc774 \uc788\ub294 \uc911\uad6d \ub0b4\uc5d0\uc11c\uc758 \uaddc\uc81c\uac00 \uc788\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 2021\ub144 \uc778\ud154 \ub0b8\ub4dc\uc0ac\uc5c5\ubd80 \uc778\uc218 1\ucc28 \uc885\uacb0 \ub54c \uc911\uad6d \uacbd\uc7c1\ub2f9\uad6d(\uad6d\uac00\uc2dc\uc7a5\uac10\ub3c5\uad00\ub9ac\ucd1d\uad6d)\uc758 \uaddc\uc81c\ub97c \ubc1b\uc558\ub2e4. \ub2f9\uc2dc \uc911\uad6d \uacbd\uc7c1\ub2f9\uad6d\uc740 \ud5a5\ud6c4 5\ub144\uac04 \uc911\uad6d eSSD \uc2dc\uc7a5\uc5d0\uc11c \ud569\ub9ac\uc801\uc778 \uac00\uaca9\uc815\ucc45\uc744 \uc720\uc9c0\ud558\uace0 \uc0dd\uc0b0\ub7c9\uc744 \ud655\ub300\ud560 \uc758\ubb34, \uc911\uad6d eSSD \uc2dc\uc7a5\uc5d0\uc11c \uc81c3\uc758 \uacbd\uc7c1\uc0ac\uac00 \uc9c4\uc785\ud558\ub294 \uac83\uc744 \uc9c0\uc6d0\ud574 \uc904 \uc758\ubb34 \ub4f1\uc744 \uc8fc\uc694 \ub0b4\uc6a9\uc73c\ub85c \ud558\ub294 \uc870\uac74\ub4e4\uc744 \ubd80\uacfc\ud588\ub2e4.<\/p>\n

\uc774\ub7f0 \uc870\uac74\ub4e4\uc740 SK\ud558\uc774\ub2c9\uc2a4\uac00 \ud5a5\ud6c4 5\ub144\uac04 \uc900\uc218\ud558\ub3c4\ub85d \ud588\ub2e4. \uadf8 \ud6c4 SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc911\uad6d \uacbd\uc7c1\ub2f9\uad6d\uc5d0 \uc758\ubb34 \uba74\uc81c\ub97c \uc2e0\uccad\ud560 \uc218 \uc788\ub2e4. \ud558\uc9c0\ub9cc \uc774 \uc2e0\uccad\uc744 \uc911\uad6d \uacbd\uc7c1\ub2f9\uad6d\uc774 \ubb34\uc870\uac74 \ubc1b\uc544\ub4e4\uc774\ub294 \uad6c\uc870\uac00 \uc544\ub2c8\ub77c\ub294 \uac8c \uace0\ubbfc\uac70\ub9ac\ub2e4. \uc911\uad6d \uacbd\uc7c1\ub2f9\uad6d\uc740 \uadf8 \uc2dc\uc810\uc5d0 \ud604\uc9c0 eSSD \uc2dc\uc7a5\uc5d0\uc11c\uc758 \uacbd\uc7c1\uc0c1\ud669\uc744 \uace0\ub824\ud574 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc2e0\uccad\uc744 \uc218\uc6a9\ud560 \uc9c0\ub97c \uacb0\uc815\ud558\uac8c \ub41c\ub2e4.<\/p>\n

\"\"
SK\ud558\uc774\ub2c9\uc2a4\uac00 2021\ub144 1\uc6d4 29\uc77c \ub2e4\ub844\uc2dc \uc778\ubbfc\uc815\ubd80 \ubc0f \ub2e4\ub844\uc9c4\ud478\uc2e0\uad6c\uad00\ub9ac\uc704\uc6d0\ud68c\uc640 \ud654\uc0c1\uc744 \ud1b5\ud574 \uc591\ud574\uac01\uc11c(MOU)\ub97c \uccb4\uacb0\ud55c \ubaa8\uc2b5. \uc591\uce21\uc740 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc778\ud154 \ub2e4\ub844 \uacf5\uc7a5 \uc778\uc218 \ubc0f \ub2e4\ub844 \uc2e0\uaddc \ud22c\uc790 \uc0ac\uc5c5\uc744 \ucd94\uc9c4\ud574 \uc911\uad6d \uc815\ubcf4\uae30\uc220\uc0b0\uc5c5 \ubc1c\uc804\uacfc \ub2e4\ub844 \uc9c0\uc5ed\uacbd\uc81c \ubc88\uc601\uc5d0 \ub354\uc6b1 \uae30\uc5ec\ud574 \ub098\uac00\uae30\ub85c \ud588\ub2e4. \uc0ac\uc9c4 \uc18d \uacbd\uc601\uc9c4\uc740 \ub2f9\uc2dc SK\ud558\uc774\ub2c9\uc2a4 \ubd80\uc0ac\uc7a5\uc774\uc5c8\ub358 \ub178\uc885\uc6d0 \uc194\ub9ac\ub2e4\uc784 \uc0ac\uc7a5(\ucd9c\ucc98: SK\ud558\uc774\ub2c9\uc2a4)<\/figcaption><\/figure>\n

\uc62c \ub4e4\uc5b4 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \ucde8\uc784\ud558\uba74\uc11c \uc911\uad6d\uc5d0 \ub300\ud55c \uacf5\uc138\ub97c \ub354\uc6b1 \uac15\ud654\ud558\uace0 \uc788\ub2e4\ub294 \uc810\ub3c4 \ub2e4\ub844\uacf5\uc7a5\uc5d0 \ud0c0\uaca9\uc744 \uc785\ud790 \uc218 \uc788\ub2e4. \uc911\uad6d \ubc18\ub3c4\uccb4 \ud1b5\uc81c\ub97c \uac15\ud654\ud558\uba74 \ub2e4\ub844\uacf5\uc7a5\uc758 \uc7a5\ube44 \ubc18\uc785, \uc720\uc9c0\u00b7\ubcf4\uc218 \ub4f1\uc5d0 \uc545\uc601\ud5a5\uc744 \ubbf8\uccd0 \uc0dd\uc0b0 \ucc28\uc9c8\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4.<\/span><\/p>\n

\ub610 \ub2f9\uc7a5 \ub2e4\ub844\uacf5\uc7a5\uc5d0\uc11c \ub9cc\ub4e4\uc5b4\uc9c0\ub294 \ubc18\ub3c4\uccb4 \ud310\ub9e4\ub3c4 \uc601\ud5a5\uc744 \ubc1b\ub294\ub2e4. \ubc18\ub3c4\uccb4\uc5c5\uacc4\uc5d0 \ub530\ub974\uba74 \ub2e4\ub844\uacf5\uc7a5\uc740 SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc0dd\uc0b0\ud558\ub294 \ub0b8\ub4dc\uc758 \uc57d 20%\ub97c \ucc45\uc784\uc9c4\ub2e4. \uc8fc\ub85c \uc911\uad6d \ud604\uc9c0\uc5d0 \uacf5\uae09\ud558\uace0 \uc77c\ubd80 \ubb3c\ub7c9\uc740 \ubbf8\uad6d \ub4f1\uc73c\ub85c \uc218\ucd9c\ud558\ub294 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4.<\/p>\n

\uadf8\ub7f0\ub370 \uc791\ub144 \ud558\ubc18\uae30 \ud6a8\uc790 \ub178\ub987\uc744 \ud588\ub358 eSSD \ub9c8\uc800 \ubd88\uc548\ud55c \uae30\uc6b4\uc774 \uac10\uc9c0\ub418\uace0 \uc788\ub2e4. \ub300\ub9cc \uc720\ub825 \uc2dc\uc7a5\uc870\uc0ac\uc5c5\uccb4 \ud2b8\ub80c\ub4dc\ud3ec\uc2a4\ub294 \ub0b8\ub4dc \uac00\uaca9\uc774 \uc9c0\ub09c\ud574 4\ubd84\uae30\uc5d0 3~8% \ud558\ub77d\ud588\ub294\ub370 \uc62c 1\ubd84\uae30 10~15% \ub5a8\uc5b4\uc9c8 \uac83\uc774\ub780 \ubd84\uc11d\uc744 \ub0b4\ub1a8\ub2e4. \ud2b9\ud788 eSSD\uc758 \uacbd\uc6b0 \uc131\uc7a5\uc138\uac00 \ub454\ud654\ud558\uba74\uc11c \uc62c 1\ubd84\uae30 \uac00\uaca9\uc774 \uc804\ubd84\uae30\ubcf4\ub2e4 5~10% \ud558\ub77d\ud560 \uac83\uc73c\ub85c \uad00\uce21\ud588\ub2e4.<\/p>\n

\uc774 \ub54c\ubb38\uc5d0 SK\ud558\uc774\ub2c9\uc2a4\uc640 \uc0bc\uc131\uc804\uc790 \ubaa8\uad6c \ubc94\uc6a9(\ub808\uac70\uc2dc) \ub0b8\ub4dc \uc0dd\uc0b0\ub77c\uc778\uc744 \uc120\ub2e8 \uc81c\ud488 \ub77c\uc778\uc73c\ub85c \uc804\ud658\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \uac10\uc0b0\uc744 \uc9c4\ud589 \uc911\uc778 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4.<\/p>\n

\/ \uae40\uacbd\ud0dc \ub354\ubca8 \uae30\uc790<\/p>\n","protected":false},"excerpt":{"rendered":"

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