{"id":65196,"date":"2026-06-30T05:31:30","date_gmt":"2026-06-29T20:31:30","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=65196"},"modified":"2026-06-30T19:41:46","modified_gmt":"2026-06-30T10:41:46","slug":"%ec%82%bc%ec%84%b1%c2%b7sk%ed%95%98%ec%9d%b4%eb%8b%89%ec%8a%a4%c2%b7%eb%a7%88%ec%9d%b4%ed%81%ac%eb%a1%a0-%e7%be%8e%ec%84%9c-%eb%a9%94%eb%aa%a8%eb%a6%ac-%ea%b0%80%ea%b2%a9-%eb%8b%b4%ed%95%a9-%ec%a7%91","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=65196","title":{"rendered":"\uc0bc\uc131\u00b7SK\ud558\uc774\ub2c9\uc2a4\u00b7\ub9c8\uc774\ud06c\ub860, \u7f8e\uc11c \uba54\ubaa8\ub9ac \uac00\uaca9 \ub2f4\ud569 \uc9d1\ub2e8\uc18c\uc1a1 \uc9c1\uba74"},"content":{"rendered":"<h3>|HBM \uc804\ud658 \uacfc\uc815\uc11c \ubc94\uc6a9 D\ub7a8 \uacf5\uae09 \ucd95\uc18c \uc758\ud639<br \/>\n|\uc6d0\uace0 \uce21 &#8220;\ucd5c\uadfc 4\ub144\uac04 D\ub7a8 \uac00\uaca9 700% \uae09\ub4f1&#8221;<\/h3>\n<p>&nbsp;<\/p>\n<p><strong>&lt;\uac1c\uc694&gt;<\/strong><br \/>\n\uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860\uc774 \ubbf8\uad6d\uc5d0\uc11c \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uac00\uaca9 \ub2f4\ud569 \ud610\uc758\ub85c \uc9d1\ub2e8\uc18c\uc1a1\uc744 \ub2f9\ud588\uc74c. \uc6d0\uace0 \uce21\uc740 \uc138 \ud68c\uc0ac\uac00 AI\uc6a9 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uc0dd\uc0b0 \ud655\ub300\ub97c \uba85\ubd84\uc73c\ub85c DDR3\u00b7DDR4 \ub4f1 \ubc94\uc6a9 D\ub7a8 \uc0dd\uc0b0\uc744 \uc758\ub3c4\uc801\uc73c\ub85c \uc904\uc5ec \uac00\uaca9\uc744 \ub04c\uc5b4\uc62c\ub838\ub2e4\uace0 \uc8fc\uc7a5\ud588\uc74c. \ub2e4\ub9cc \uc774\ubc88 \uc18c\uc1a1\uc740 \ubbfc\uc0ac\uc18c\uc1a1 \ub2e8\uacc4\ub85c, \ub2f4\ud569 \uc5ec\ubd80\uac00 \ud655\uc778\ub418\uac70\ub098 \uaddc\uc81c\ub2f9\uad6d\uc774 \uc704\ubc95\uc131\uc744 \uc778\uc815\ud55c \uac83\uc740 \uc544\ub2d8.<\/p>\n<p><strong>&lt;\uad6c\uccb4\uc801 \ub0b4\uc6a9&gt;<\/strong><br \/>\n28\uc77c(\ud604\uc9c0\uc2dc\uac01) \ubbf8\uad6d IT \uc804\ubb38\ub9e4\uccb4 <a href=\"https:\/\/wccftech.com\/samsung-sk-hynix-and-micron-now-face-a-us-federal-class-action-lawsuit-for-colluding-to-bring-about-a-rampocalypse\/\">Wccftech<\/a>\uc5d0 \ub530\ub974\uba74 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860\uc740 \uc9c0\ub09c 25\uc77c \ubbf8\uad6d \uce98\ub9ac\ud3ec\ub2c8\uc544 \uc5f0\ubc29\ubc95\uc6d0\uc5d0 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uac00\uaca9 \ub2f4\ud569 \ud610\uc758\ub85c \ubc18\ub3c5\uc810(Antitrust) \uc9d1\ub2e8\uc18c\uc1a1\uc744 \ub2f9\ud588\uc74c.<\/p>\n<p>\uc6d0\uace0 \uce21\uc740 \uae00\ub85c\ubc8c D\ub7a8 \uc2dc\uc7a5\uc744 \uc0ac\uc2e4\uc0c1 \uc8fc\ub3c4\ud558\ub294 \uc138 \ud68c\uc0ac\uac00 AI\uc6a9 HBM \uc0dd\uc0b0 \uacfc\uc815\uc5d0\uc11c DDR3\uc640 DDR4 \ub4f1 \ubc94\uc6a9 D\ub7a8 \uc0dd\uc0b0\ub7c9\uc744 \uc758\ub3c4\uc801\uc73c\ub85c \ucd95\uc18c\ud588\ub2e4\uace0 \uc8fc\uc7a5\ud588\uc74c.<\/p>\n<p>\uc18c\uc7a5\uc5d0 \ub530\ub974\uba74 \uc138 \uc5c5\uccb4\ub294 HBM \ud22c\uc790 \ud655\ub300\ub97c \uc774\uc720\ub85c \uae30\uc874 D\ub7a8 \uacf5\uae09\uc744 \uc904\uc600\uace0, \uc774\ub85c \uc778\ud574 \ubc94\uc6a9 D\ub7a8 \uacf5\uae09 \ubd80\uc871\uc774 \ubc1c\uc0dd\ud558\uba74\uc11c \ucd5c\uadfc 4\ub144 \ub3d9\uc548 \uac00\uaca9\uc774 \uc57d 700% \uc0c1\uc2b9\ud588\ub2e4\uace0 \uc8fc\uc7a5\ud588\uc74c. \uc6d0\uace0 \uce21\uc740 \uc774\ub7ec\ud55c \ud604\uc0c1\uc744 &#8216;\ub7a8\ud3ec\uce7c\ub9bd\uc2a4(RAMpocalypse)&#8217;\ub77c\uace0 \ud45c\ud604\ud588\uc74c.<\/p>\n<p>\uc6d0\uace0 \uce21\uc740 \uc774\ubc88 \uc18c\uc1a1\uc774 \ucd5c\uadfc \uc560\ud50c\uc774 \uc544\uc774\ud328\ub4dc\uc640 \ub9e5 \uc81c\ud488 \uac00\uaca9\uc744 \uc778\uc0c1\ud55c \ubc30\uacbd\uacfc\ub3c4 \uad00\ub828\uc774 \uc788\ub2e4\uace0 \uc8fc\uc7a5\ud588\uc73c\uba70, \uac00\uaca9 \uae09\ub4f1\uc73c\ub85c \ud53c\ud574\ub97c \ubcf8 \uc18c\ube44\uc790\uc640 \uae30\uc5c5\uc744 \ub300\ud45c\ud574 \uc190\ud574\ubc30\uc0c1\uc744 \uccad\uad6c\ud558\uace0 \uc788\uc74c.<\/p>\n<p>\ub610 \uc18c\uc7a5\uc5d0\uc11c \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uac00 2000\ub144\ub300 \ubbf8\uad6d \ubc95\ubb34\ubd80(DOJ)\uc758 D\ub7a8 \uac00\uaca9 \ub2f4\ud569 \uc0ac\uac74\uc5d0\uc11c \uc720\uc8c4\ub97c \uc778\uc815\ud558\uace0 \ubc8c\uae08\uc744 \ub0a9\ubd80\ud55c \uc804\ub840\ub3c4 \uc5b8\uae09\ud558\uba70 \ubc18\ubcf5\uc801\uc778 \ub2f4\ud569 \uac00\ub2a5\uc131\uc744 \uc81c\uae30\ud588\uc74c.<\/p>\n<p>\ud55c\ud3b8 \uba54\ubaa8\ub9ac \uac00\uaca9 \uc0c1\uc2b9\uc740 \uc5c5\uacc4\uc5d0\uc11c\ub3c4 \uc9c0\uc18d\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uace0 \uc788\uc74c. \ud22c\uc790\uc740\ud589 \uc81c\ud504\ub9ac\uc2a4(Jefferies)\ub294 \uc62c\ud574 3\ubd84\uae30 \uba54\ubaa8\ub9ac \uac00\uaca9\uc774 \uc804 \ubd84\uae30 \ub300\ube44 40~50%, 4\ubd84\uae30\uc5d0\ub294 \ucd94\uac00\ub85c 30~40% \uc0c1\uc2b9\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\uc73c\uba70, 2027\ub144\uc5d0\ub3c4 \uc804\ub144 \ub300\ube44 40~45% \ucd94\uac00 \uc0c1\uc2b9\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud588\uc74c.<\/p>\n<p>\ub2e4\ub9cc \ud604\uc7ac\uae4c\uc9c0\ub294 \uc6d0\uace0 \uce21\uc758 \uc8fc\uc7a5\ub9cc \uc81c\uae30\ub41c \uc0c1\ud0dc\uc774\uba70 \ubc95\uc6d0\uc774 \ub2f4\ud569 \uc0ac\uc2e4\uc744 \uc778\uc815\ud558\uac70\ub098 \ubbf8\uad6d \uaddc\uc81c\ub2f9\uad6d\uc774 \ubcc4\ub3c4\uc758 \uc870\uc0ac \uacb0\uacfc\ub97c \ubc1c\ud45c\ud55c \uac83\uc740 \uc544\ub2d8.<\/p>\n<p><strong>&lt;\uc2dc\uc0ac\uc810&gt;<\/strong><br \/>\n\uc774\ubc88 \uc18c\uc1a1\uc740 AI\uc6a9 HBM \ud22c\uc790 \ud655\ub300\uac00 \ubc94\uc6a9 \uba54\ubaa8\ub9ac \uacf5\uae09 \uac10\uc18c\uc640 \uac00\uaca9 \uc0c1\uc2b9\uc73c\ub85c \uc774\uc5b4\uc84c\ub294\uc9c0\ub97c \ub458\ub7ec\uc2fc \uccab \ub300\uaddc\ubaa8 \ubc95\uc801 \ubd84\uc7c1\uc774\ub77c\ub294 \uc758\ubbf8\uac00 \uc788\uc74c. \ud5a5\ud6c4 \ubc95\uc6d0 \ud310\ub2e8\uc774\ub098 \ubbf8\uad6d \uacbd\uc7c1\ub2f9\uad6d\uc758 \uc870\uc0ac \uc5ec\ubd80\uc5d0 \ub530\ub77c \uae00\ub85c\ubc8c \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uacfc \ubc18\ub3c4\uccb4 \uc5c5\uacc4\uc5d0 \uc0c1\ub2f9\ud55c \uc601\ud5a5\uc744 \ubbf8\uce60 \uac00\ub2a5\uc131\uc774 \uc788\uc74c.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>|HBM \uc804\ud658 \uacfc\uc815\uc11c \ubc94\uc6a9 D\ub7a8 \uacf5\uae09 \ucd95\uc18c \uc758\ud639 |\uc6d0\uace0 \uce21 &#8220;\ucd5c\uadfc 4\ub144\uac04 D\ub7a8 \uac00\uaca9 700% \uae09\ub4f1&#8221; &nbsp; &lt;\uac1c\uc694&gt; \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860\uc774 \ubbf8\uad6d\uc5d0\uc11c \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uac00\uaca9 \ub2f4\ud569 \ud610\uc758\ub85c \uc9d1\ub2e8\uc18c\uc1a1\uc744 \ub2f9\ud588\uc74c. \uc6d0\uace0 \uce21\uc740 \uc138 \ud68c\uc0ac\uac00 AI\uc6a9 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uc0dd\uc0b0 \ud655\ub300\ub97c \uba85\ubd84\uc73c\ub85c DDR3\u00b7DDR4 \ub4f1 \ubc94\uc6a9 D\ub7a8 \uc0dd\uc0b0\uc744 \uc758\ub3c4\uc801\uc73c\ub85c \uc904\uc5ec \uac00\uaca9\uc744 \ub04c\uc5b4\uc62c\ub838\ub2e4\uace0 \uc8fc\uc7a5\ud588\uc74c. \ub2e4\ub9cc \uc774\ubc88 \uc18c\uc1a1\uc740 \ubbfc\uc0ac\uc18c\uc1a1 \ub2e8\uacc4\ub85c, \ub2f4\ud569 \uc5ec\ubd80\uac00 [&hellip;]<\/p>\n","protected":false},"author":817,"featured_media":49732,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[607,612,604],"tags":[974,880,960,975,11992,243,881,8422],"class_list":["post-65196","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ai-coin","category-usa","category-export","tag-d","tag-hbm","tag-sk","tag-975","tag-11992","tag-243","tag-881","tag-8422"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\uc0bc\uc131\u00b7SK\ud558\uc774\ub2c9\uc2a4\u00b7\ub9c8\uc774\ud06c\ub860, \u7f8e\uc11c \uba54\ubaa8\ub9ac \uac00\uaca9 \ub2f4\ud569 \uc9d1\ub2e8\uc18c\uc1a1 \uc9c1\uba74 SanctionLab<\/title>\n<meta name=\"description\" content=\"\uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860\uc774 \ubbf8\uad6d\uc5d0\uc11c \uba54\ubaa8\ub9ac \uac00\uaca9 \ub2f4\ud569 \ud610\uc758\ub85c \uc9d1\ub2e8\uc18c\uc1a1\uc744 \ub2f9\ud588\uc74c. \uc6d0\uace0\ub294 HBM \uc0dd\uc0b0 \ud655\ub300 \uacfc\uc815\uc5d0\uc11c \ubc94\uc6a9 D\ub7a8 \uacf5\uae09\uc744 \uc904\uc5ec \uac00\uaca9\uc744 \ub04c\uc5b4\uc62c\ub838\ub2e4\uace0 \uc8fc\uc7a5\ud588\uc9c0\ub9cc, \ud604\uc7ac\ub294 \ubbfc\uc0ac\uc18c\uc1a1 \ub2e8\uacc4\ub85c \ub2f4\ud569\uc774 \uc778\uc815\ub41c \uac83\uc740 \uc544\ub2d8.\" \/>\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=65196\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\uc0bc\uc131\u00b7SK\ud558\uc774\ub2c9\uc2a4\u00b7\ub9c8\uc774\ud06c\ub860, \u7f8e\uc11c \uba54\ubaa8\ub9ac \uac00\uaca9 \ub2f4\ud569 \uc9d1\ub2e8\uc18c\uc1a1 \uc9c1\uba74 SanctionLab\" \/>\n<meta property=\"og:description\" content=\"\uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860\uc774 \ubbf8\uad6d\uc5d0\uc11c \uba54\ubaa8\ub9ac \uac00\uaca9 \ub2f4\ud569 \ud610\uc758\ub85c \uc9d1\ub2e8\uc18c\uc1a1\uc744 \ub2f9\ud588\uc74c. \uc6d0\uace0\ub294 HBM \uc0dd\uc0b0 \ud655\ub300 \uacfc\uc815\uc5d0\uc11c \ubc94\uc6a9 D\ub7a8 \uacf5\uae09\uc744 \uc904\uc5ec \uac00\uaca9\uc744 \ub04c\uc5b4\uc62c\ub838\ub2e4\uace0 \uc8fc\uc7a5\ud588\uc9c0\ub9cc, \ud604\uc7ac\ub294 \ubbfc\uc0ac\uc18c\uc1a1 \ub2e8\uacc4\ub85c \ub2f4\ud569\uc774 \uc778\uc815\ub41c \uac83\uc740 \uc544\ub2d8.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sanctionlab.com\/?p=65196\" \/>\n<meta property=\"og:site_name\" content=\"SanctionLab\" \/>\n<meta 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