{"id":37254,"date":"2025-08-13T15:38:46","date_gmt":"2025-08-13T06:38:46","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=37254"},"modified":"2025-08-13T17:58:13","modified_gmt":"2025-08-13T08:58:13","slug":"%ec%82%bc%ec%84%b1%c2%b7sk-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84%eb%b0%9c-%eb%a9%94%eb%aa%a8%eb%a6%ac-%ea%b0%80%ea%b2%a9-%ec%95%95%eb%b0%95-%ec%9a%b0%eb%a0%a4-%ec%b4%89%ea%b0%81","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=37254","title":{"rendered":"\uc0bc\uc131\u00b7SK, \uc5d4\ube44\ub514\uc544\ubc1c \uba54\ubaa8\ub9ac \uac00\uaca9 \uc555\ubc15 \uc6b0\ub824 \ucd09\uac01"},"content":{"rendered":"

|\ucc28\uc138\ub300 HBM \ud611\uc0c1 \ubcc0\uc218, \ubc18\ub3c4\uccb4 \uad00\uc138 \uc601\ud5a5\ub3c4 \uc8fc\ubaa9<\/h3>\n

\ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc744 \ub458\ub7ec\uc2fc \ubd88\ud655\uc2e4\uc131\uc774 \uac08\uc218\ub85d \ucee4\uc9c0\uace0 \uc788\ub2e4. \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80 \uc815\ucc45 \ubc29\ud5a5\uc774 \uc2dc\uc2dc\uac01\uac01 \ubcc0\ud654\ud558\uba74\uc11c \uc5f0\uad00 \uae30\uc5c5\ub4e4\uc740 \uace8\uba38\ub9ac\ub97c \uc553\uace0 \uc788\ub2e4. \uc5d4\ube44\ub514\uc544, AMD \ub4f1 \ubbf8\uad6d \uc5c5\uccb4\ub3c4 \uc608\uc678\ub294 \uc544\ub2c8\ub2e4.<\/p>\n

\ud604\uc9c0 \ube45\ud14c\ud06c\ub97c \uc8fc\uc694 \uace0\uac1d\uc73c\ub85c \uc0bc\uace0 \uc788\ub294 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub3c4 \uc601\ud5a5\uad8c\uc774\ub2e4. \uad81\uadf9\uc801\uc73c\ub85c ‘\uace0\ud1b5 \ubd84\ub2f4’ \ucc28\uc6d0\uc758 \uac00\uaca9 \ud611\uc0c1\uc774 \uc774\ub904\uc9c8 \uac83\uc774\ub780 \ubd84\uc11d\uc774 \ub098\uc628\ub2e4. \ud604\uc2e4\ud654\ud558\uba74 \uba54\ubaa8\ub9ac \uc218\uc775\uc131 \uc800\ud558\uac00 \ubd88\uac00\ud53c\ud558\ub2e4.<\/p>\n

\u25c7’\ud310\ub9e4\uc218\uc775 15%’ \ub0b4\ub77c\ub294 \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80<\/strong><\/p>\n

\ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uac00 \uc62c 4\uc6d4 \uc911\uad6d \ud310\ub9e4\ub97c \uc81c\uc7ac\ud55c \uc5d4\ube44\ub514\uc544\uc758 ‘H20’\uc5d0 \ub300\ud574 \uc218\ucd9c \uc7ac\uac1c\ub97c \ud5c8\uc6a9\ud588\ub2e4. H20\uc740 \uae30\uc874 \uc778\uacf5\uc9c0\ub2a5(AI) \uac00\uc18d\uae30 \ub300\ube44 \uc0ac\uc591\uc744 \ub0ae\ucdb0 \uc911\uad6d\ud5a5\uc73c\ub85c \ub9cc\ub4e0 \uce69\uc774\ub2e4. \ub3d9\ub4f1\ud55c \ub808\ubca8\uc778 AMD\uc758 ‘MI308’\ub3c4 \ud3ec\ud568\ub410\ub2e4.<\/p>\n

\uc774\ub97c \uc704\ud574 \uc820\uc2a8 \ud669 \uc5d4\ube44\ub514\uc544 \ucd5c\uace0\uacbd\uc601\uc790(CEO)\uac00 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \uc9c1\uc811 \ub9cc\ub098 \uc124\ub4dd\ud55c \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4. \ud669 CEO\ub294 “(H20 \ub4f1) \uc218\ucd9c\ud1b5\uc81c\uac00 \uc624\ud788\ub824 \uc911\uad6d \uae30\uc220 \uc790\ub9bd\uc744 \uac00\uc18d\ud654\ud55c\ub2e4”\ub294 \ub17c\ub9ac\ub97c \ub0b4\uc138\uc6e0\ub2e4\ub294 \ud6c4\ubb38\uc774\ub2e4.<\/p>\n

\ucd5c\uadfc\uc5d0\ub294 \uc800\uc131\ub2a5 \ube14\ub799\uc6f0 \uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58(GPU) \uae30\ubc18 AI \uac00\uc18d\uae30 \uc911\uad6d \uc218\ucd9c \uac00\ub2a5\uc131\ub3c4 \uc81c\uae30\ub41c\ub2e4. H20\uc740 \ube14\ub799\uc6f0 \uc804\uc791\uc778 \ud638\ud37c GPU \uae30\ubc18 \uc81c\ud488\uc774\ub2e4. \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 “\uae30\uc874 \ube14\ub799\uc6f0\ubcf4\ub2e4 \uc131\ub2a5\uc744 30~50% \ub0ae\ucd98\ub2e4\uba74 \ud5c8\uc6a9\ud560 \uc218\ub3c4 \uc788\ub2e4”\uace0 \uc5b8\uae09\ud588\ub2e4.<\/p>\n

\"\"<\/div>\n

\uc774\ub4e4 \uc81c\ud488\uacfc \uc5f0\ub3d9\ub418\ub294 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM), \uc800\uc804\ub825 D\ub7a8 \ub4f1\uc744 \ub0a9\ud488\ud558\ub294 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc5d0 \ud638\uc7ac\ub2e4. \uace0\uac1d\ub4e4\uc758 \uc911\uad6d \uc0ac\uc5c5\uc774 \uc81c\ud55c\ub418\uba74\uc11c \uc591\uc0ac\ub3c4 \uc2e4\uc801\uc5d0 \ud0c0\uaca9\uc774 \uc788\uc5c8\ub2e4. \ud2b9\ud788 \ucd5c\uc2e0 HBM \uacf5\uae09\uc774 \uc5b4\ub824\uc6e0\ub358 \uc0bc\uc131\uc804\uc790\ub294 \uc7ac\uace0 \uc790\uc0b0 \ucda9\ub2f9\uae08\uc744 \uc124\uc815\ud560 \uc815\ub3c4\uc600\ub2e4.<\/p>\n

\ubb38\uc81c\ub294 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839 \ud5c8\uac00\uc5d0 \uc870\uac74\uc774 \uc788\ub294 \uc810\uc774\ub2e4. H20\uacfc MI308 \ub9e4\ucd9c\uc758 15%\ub97c \ubbf8\uad6d \uc815\ubd80\uc5d0 \uc9c0\ubd88\ud558\ub294 \uac83\uc774\ub2e4. \uc678\uc2e0\uc5d0\uc11c\ub294 ‘\uc804\ub840 \uc5c6\ub294 \uc77c’\uc774\ub77c\uba70 \uc9d1\uc911 \ubcf4\ub3c4\ud588\ub2e4. \uc774\ub807\uac8c \ub418\uba74 \uc5d4\ube44\ub514\uc544\uc640 AMD\uac00 \ub0b4\uc57c \ud560 \uae08\uc561\uc740 \ucd5c\uc18c 20\uc5b5\ub2ec\ub7ec(\uc57d 2\uc8708000\uc5b5\uc6d0)\uc5d0 \ub2ec\ud560 \uc804\ub9dd\uc774\ub2e4.<\/p>\n

H20 \ud6c4\uc18d\uc791\uc5d0 \ub300\ud574\uc11c\ub3c4 ‘\uc218\ucd9c \ud1b5\ud589\uc138’\uac00 \ubd80\uacfc\ub420 \uc218 \uc788\ub2e4. \uc218\ucd9c \ubc94\uc704\uac00 \ub113\uc5b4\uc9c0\ub294 \uac83\uc740 \uae0d\uc815\uc801\uc774\ub098 \ubd80\ub2f4\ud574\uc57c \ud560 \ube44\uc6a9\ub3c4 \uc801\uc796\uc744 \uac83\uc73c\ub85c \uad00\uce21\ub41c\ub2e4.<\/p>\n

\ub099\uc218\ud6a8\uacfc\uc5d0\ub294 \ube44\uc6a9 \uc804\uac00\uac00 \ub530\ub77c\uc628\ub2e4. \uc5c5\uacc4\uc5d0\uc11c\ub294 \uc5d4\ube44\ub514\uc544\uc640 AMD\uac00 \uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4 \ub4f1\uc5d0 \ub2e8\uac00 \uc778\ud558 \uc555\ubc15\uc218\uc704\ub97c \ub192\uc77c \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\ub2e4. \ubc18\ub3c4\uccb4 \uad00\uc138 \uc774\uc288\uac00 \ub098\uc62c \ub54c\ubd80\ud130 \uc6b0\ub824\ub41c \uc0ac\uc548\uc774\uc5c8\ub2e4.<\/p>\n

\ud604\uc7ac \ucc28\uc138\ub300 HBM \uac00\uaca9 \ud611\uc0c1\uc774 \ud55c\ucc3d \uc9c4\ud589\ub418\uace0 \uc788\ub294 \uac00\uc6b4\ub370 \ub610 \ub2e4\ub978 \ubcc0\uc218\uac00 \uc0dd\uae34 \uc148\uc774\ub2e4. 6\uc138\ub300 HBM(HBM4)\ubd80\ud130\ub294 \ubca0\uc774\uc2a4 \ub2e4\uc774 \uc678\uc8fc \uc81c\uc791, \ucf54\uc5b4 \ub2e4\uc774 \uba74\uc801 \ud655\ub300 \ub4f1\uc73c\ub85c \uc0dd\uc0b0 \ub2e8\uac00\uac00 \ud06c\uac8c \uc624\ub97c \uac83\uc73c\ub85c \ucd94\uc815\ub41c\ub2e4. \uc774\uc5d0 \ub530\ub77c SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc804\uc791 \ub300\ube44 30% \ub0b4\uc678 \ub192\uc740 \uac00\uaca9\uc744 \uc81c\uc548\ud55c \uac83\uc73c\ub85c \ud30c\uc545\ub41c\ub2e4.<\/p>\n

\uc5d4\ube44\ub514\uc544\ub294 \uc785\uc7a5\uc774 \ub2e4\ub974\ub2e4. \ub9c8\uc774\ud06c\ub860, \uc0bc\uc131\uc804\uc790 \ub4f1 \uc874\uc7ac\ub97c \ubd80\uac01\ud558\uba74\uc11c \uad6c\ub9e4\uac00\ub97c \ucd5c\uc18c\ud654\ud558\uace0\uc790 \ud55c\ub2e4. \uc5ec\uae30\uc5d0 \uc218\ucd9c \ud1b5\ud589\uc138, \ubc18\ub3c4\uccb4 \uad00\uc138 \ub4f1 \uc694\uc18c\uae4c\uc9c0 \uc5bd\ud78c\ub2e4\uba74 \ud611\uc0c1 \uacfc\uc815\uc774 \ub354\uc6b1 \uc5b4\ub824\uc6cc\uc9c8 \uc218 \uc788\ub2e4. HBM \ud6c4\ubc1c\uc8fc\uc790\uac00 \ub41c \uc0bc\uc131\uc804\uc790\ub294 \uacbd\uc7c1\uc0ac \ub300\ube44 \ub0ae\uc740 \uac00\uaca9\uc744 \uc81c\uc2dc\ud558\ub294 \uc2dd\uc73c\ub85c \ube48\ud2c8 \uacf5\ub7b5\uc5d0 \ub098\uc11c\ub294 \ubc29\uc548\uc744 \uac80\ud1a0 \uc911\uc774\ub2e4.<\/p>\n

\u25c7\uc911\uad6d, H20 \uc0ac\uc6a9 \uc81c\ud55c ‘\ub9de\ubd88\uc791\uc804’ \ub3cc\uc785\ud558\ub098<\/strong><\/p>\n

\ubc18\ub300\ub85c \uc911\uad6d \uce21\uc5d0\uc11c \uc6c3\ub3c8\uc744 \ub354\ud574 H20, MI308 \ub4f1\uc744 \ud655\ubcf4\ud558\ub294 \uc2dc\ub098\ub9ac\uc624\ub3c4 \uac70\ub860\ub41c\ub2e4. \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uac00 \uc5b8\uc81c \ub610 \uc815\ucc45\uc744 \ubc14\uafd4 \uc81c\uc7ac\ub97c \uc7ac\uac1c\ud560\uc9c0 \uc608\uce21 \ubd88\uac00\ub2a5\ud574\uc11c\ub2e4.<\/p>\n

\ud558\uc9c0\ub9cc \uc911\uad6d\ub3c4 \uadf8\ub300\ub85c \ub2f9\ud558\ub294 \ud750\ub984\uc774 \uc544\ub2c8\ub2e4. \uc911\uad6d \ub2f9\uad6d\uc5d0\uc11c H20 \uc0ac\uc6a9\uc744 \uc81c\ud55c\ud558\ub77c\ub294 \uc9c0\uce68\uc744 \ub0b4\ub838\ub2e4\ub294 \uc18c\uc2dd\uc774 \uc804\ud574\uc84c\ub2e4.<\/p>\n

\uc911\uad6d \uad00\uc601\ub9e4\uccb4\ub4e4\uc740 “H20\uc5d0 \uc6d0\uaca9\uc73c\ub85c \uce69\uc744 \ube44\ud65c\uc131\ud654\ud558\ub294 ‘\ud0ac \uc2a4\uc704\uce58’\ub098 \ub370\uc774\ud130\ub97c \ud0c8\ucde8\ud560 \uc218 \uc788\ub294 ‘\ubc31\ub3c4\uc5b4’\uac00 \uc124\uce58\ub410\uc744 \uc218 \uc788\ub2e4”\ub294 \ub0b4\uc6a9\uc758 \ubcf4\ub3c4\ub97c \uc774\uc5b4\uac00\uace0 \uc788\ub2e4. \uc55e\uc11c \uc911\uad6d \uad6d\uac00\uc778\ud130\ub137\uc815\ubcf4\ud310\uacf5\uc2e4(CAC)\uc774 \uc5d4\ube44\ub514\uc544 \uad00\uacc4\uc790\ub97c \ubd88\ub7ec \ubcf4\uc548 \uc704\ud5d8 \uad00\ub828 \uc124\uba85\uc744 \uc694\uad6c\ud588\ub2e4\ub294 \ud6c4\ubb38\uc774\ub2e4.<\/p>\n

\ub354\ubd88\uc5b4 \uc911\uad6d \ub0b4\uc5d0\uc11c\ub294 \uc800\uc0ac\uc591 \uce69\ub9cc \uc218\uc785\uc774 \uc774\ub904\uc9c0\ub294 \uac83\uc5d0 \ub300\ud55c \ubd80\uc815\uc801\uc778 \uc758\uacac\uc774 \uc801\uc796\ub2e4. \uc790\uccb4 \uce69 \uac1c\ubc1c\uc5d0 \uc9d1\uc911\ud574\uc57c \ud55c\ub2e4\ub294 \ubaa9\uc18c\ub9ac\uac00 \uac15\ud574\uc9c0\ub294 \ubc30\uacbd\uc774\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub294 \ubbf8\u00b7\uc911 \uc0ac\uc774\uc5d0\uc11c \uc774\ub7ec\uc9c0\ub3c4 \uc800\ub7ec\uc9c0\ub3c4 \ubabb\ud558\ub294 \uc0c1\ud669\uc774\ub2e4. \ub450 \ud68c\uc0ac\uc5d0 \uc911\uad6d\uc740 \ubbf8\uad6d\ub9cc\ud07c\uc774\ub098 \uc911\uc694\ud55c \uc2dc\uc7a5\uc774\ub2e4. \uc911\uad6d\uc5d0\uc11c \ubc18\ub3c4\uccb4 \uacf5\uc7a5\uc744 \uc6b4\uc601\ud558\uace0 \uc788\uae30\ub3c4 \ud558\ub2e4.<\/p>\n

\/ \uae40\ub3c4\ud604 \ub354\ubca8 \uae30\uc790<\/p>\n","protected":false},"excerpt":{"rendered":"

|\ucc28\uc138\ub300 HBM \ud611\uc0c1 \ubcc0\uc218, \ubc18\ub3c4\uccb4 \uad00\uc138 \uc601\ud5a5\ub3c4 \uc8fc\ubaa9 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc744 \ub458\ub7ec\uc2fc \ubd88\ud655\uc2e4\uc131\uc774 \uac08\uc218\ub85d \ucee4\uc9c0\uace0 \uc788\ub2e4. \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80 \uc815\ucc45 \ubc29\ud5a5\uc774 \uc2dc\uc2dc\uac01\uac01 \ubcc0\ud654\ud558\uba74\uc11c \uc5f0\uad00 \uae30\uc5c5\ub4e4\uc740 \uace8\uba38\ub9ac\ub97c \uc553\uace0 \uc788\ub2e4. \uc5d4\ube44\ub514\uc544, AMD \ub4f1 \ubbf8\uad6d \uc5c5\uccb4\ub3c4 \uc608\uc678\ub294 \uc544\ub2c8\ub2e4. \ud604\uc9c0 \ube45\ud14c\ud06c\ub97c \uc8fc\uc694 \uace0\uac1d\uc73c\ub85c \uc0bc\uace0 \uc788\ub294 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub3c4 \uc601\ud5a5\uad8c\uc774\ub2e4. \uad81\uadf9\uc801\uc73c\ub85c ‘\uace0\ud1b5 \ubd84\ub2f4’ \ucc28\uc6d0\uc758 \uac00\uaca9 \ud611\uc0c1\uc774 \uc774\ub904\uc9c8 \uac83\uc774\ub780 \ubd84\uc11d\uc774 \ub098\uc628\ub2e4. \ud604\uc2e4\ud654\ud558\uba74 \uba54\ubaa8\ub9ac \uc218\uc775\uc131 […]<\/p>\n","protected":false},"author":44,"featured_media":37256,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,922,612,611],"tags":[4189,960,3885,881,261],"class_list":{"0":"post-37254","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-sanction","8":"category-thebell","9":"category-usa","10":"category-korea","11":"tag-amd","12":"tag-sk","13":"tag-3885","14":"tag-881","15":"tag-261"},"yoast_head":"\n\uc0bc\uc131\u00b7SK, \uc5d4\ube44\ub514\uc544\ubc1c \uba54\ubaa8\ub9ac \uac00\uaca9 \uc555\ubc15 \uc6b0\ub824 \ucd09\uac01 SanctionLab<\/title>\n<meta name=\"description\" content=\"\ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc744 \ub458\ub7ec\uc2fc \ubd88\ud655\uc2e4\uc131\uc774 \uac08\uc218\ub85d \ucee4\uc9c0\uace0 \uc788\ub2e4. \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80 \uc815\ucc45 \ubc29\ud5a5\uc774 \uc2dc\uc2dc\uac01\uac01 \ubcc0\ud654\ud558\uba74\uc11c \uc5f0\uad00 \uae30\uc5c5\ub4e4\uc740 \uace8\uba38\ub9ac\ub97c \uc553\uace0 \uc788\ub2e4. \uc5d4\ube44\ub514\uc544, AMD \ub4f1 \ubbf8\uad6d \uc5c5\uccb4\ub3c4 \uc608\uc678\ub294 \uc544\ub2c8\ub2e4. \ud604\uc9c0 \ube45\ud14c\ud06c\ub97c \uc8fc\uc694 \uace0\uac1d\uc73c\ub85c \uc0bc\uace0 \uc788\ub294 \uc0bc\uc131\uc804\uc790\uc640...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sanctionlab.com\/?p=37254\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\uc0bc\uc131\u00b7SK, \uc5d4\ube44\ub514\uc544\ubc1c \uba54\ubaa8\ub9ac \uac00\uaca9 \uc555\ubc15 \uc6b0\ub824 \ucd09\uac01 SanctionLab\" \/>\n<meta property=\"og:description\" content=\"\ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc744 \ub458\ub7ec\uc2fc 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