{"id":69064,"date":"2026-08-18T07:18:45","date_gmt":"2026-08-17T22:18:45","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=69064"},"modified":"2026-08-18T22:45:41","modified_gmt":"2026-08-18T13:45:41","slug":"%e4%b8%ad-%ed%97%a4%ec%a7%80%ed%8e%80%eb%93%9c-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84%c2%b7%e7%be%8e-%eb%b9%85%ed%85%8c%ed%81%ac-%ec%a4%84%ec%9d%b4%ea%b3%a0-%eb%a9%94%eb%aa%a8%eb%a6%ac%eb%a1%9c","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=69064","title":{"rendered":"\u4e2d \ud5e4\uc9c0\ud380\ub4dc, \uc5d4\ube44\ub514\uc544\u00b7\u7f8e \ube45\ud14c\ud06c \uc904\uc774\uace0 \uba54\ubaa8\ub9ac\ub85c \uc774\ub3d9\u2026AI \ud22c\uc790 \u20182\ub9c9\u2019 \uc2dc\uc791\ub418\ub098"},"content":{"rendered":"<h3><strong>|\uc5d4\ube44\ub514\uc544\u00b7\uba54\ud0c0\u00b7\uc544\ub9c8\uc874 \ube44\uc911 \ucd95\uc18c\u2026\ub9c8\uc774\ud06c\ub860\u00b7\uc0cc\ub514\uc2a4\ud06c\u00b7ASML\ub85c \ud22c\uc790\ucd95 \uc774\ub3d9<\/strong><\/h3>\n<p>\uc911\uad6d\uc758 \uc8fc\uc694 \ub300\ud615 \ud5e4\uc9c0\ud380\ub4dc\ub4e4\uc774 2026\ub144 2\ubd84\uae30 \ubbf8\uad6d \uc8fc\uc2dd \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0\uc11c \uc5d4\ube44\ub514\uc544(Nvidia)\ub97c \ube44\ub86f\ud55c \ubbf8\uad6d \ub300\ud615 \uae30\uc220\uae30\uc5c5\uc758 \ube44\uc911\uc744 \ub0ae\ucd94\ub294 \ub300\uc2e0 \ub9c8\uc774\ud06c\ub860(Micron Technology), \uc0cc\ub514\uc2a4\ud06c(SanDisk), ASML \ub4f1 \uba54\ubaa8\ub9ac\u00b7\uc2a4\ud1a0\ub9ac\uc9c0 \ubc0f \ubc18\ub3c4\uccb4 \uc81c\uc870\uc7a5\ube44 \uae30\uc5c5\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \ud655\ub300\ud588\uc74c. AI \uc0b0\uc5c5\uc758 \uc131\uc7a5\uc131\uc5d0 \ub300\ud55c \ubca0\ud305\uc744 \uac70\ub46c\ub4e4\uc774\uae30\ubcf4\ub2e4\ub294 \uc774\ubbf8 \ud06c\uac8c \uc624\ub978 GPU\uc640 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc5d0\uc11c \ubc97\uc5b4\ub098 AI \uc778\ud504\ub77c\uc758 \ub2e4\uc74c \uc218\ud61c \uc601\uc5ed\uc73c\ub85c \uc790\uae08\uc744 \uc774\ub3d9\uc2dc\ud0a4\uace0 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774 \ub098\uc634.<\/p>\n<p>\ud64d\ucf69 \uc0ac\uc6b0\uc2a4\ucc28\uc774\ub098\ubaa8\ub2dd\ud3ec\uc2a4\ud2b8(SCMP)\uc758 <a href=\"https:\/\/www.scmp.com\/business\/china-business\/article\/3364229\/chinese-hedge-funds-rotate-out-nvidia-and-us-hyperscalers-evolving-ai-trade\">\ubcf4\ub3c4<\/a>\uc5d0 \ub530\ub974\uba74, \uc911\uad6d\uc758 \ub300\ud45c\uc801\uc778 \uc790\uc0b0\uc6b4\uc6a9\uc0ac\uc778 \uac00\uc624\uc774\uc790\uc0b0(Perseverance Asset Management International), \uc9d5\ub9b0\uc790\uc0b0(Greenwoods Asset Management), \ub465\ud321\uac15\uc644\ud22c\uc790(Oriental Harbor Investment) \ub4f1\uc774 4~6\uc6d4 \ubbf8\uad6d \uc99d\uc2dc\uc5d0\uc11c \uc774 \uac19\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc870\uc815\uc744 \ub2e8\ud589\ud588\uc74c.<\/p>\n<p>SCMP\ub294 \uc774\ub7ec\ud55c \ubcc0\ud654\uac00 \uc911\uad6d \ucd5c\uc0c1\uc704\uad8c \ud5e4\uc9c0\ud380\ub4dc \ub9e4\ub2c8\uc800\ub4e4\uc774 \uae09\ubcc0\ud558\ub294 \uae00\ub85c\ubc8c AI \ud22c\uc790 \ud750\ub984\uc5d0 \ub9de\ucdb0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4\uba70, \uc774\uc804\ubcf4\ub2e4 \ub354\uc6b1 \uc120\ubcc4\uc801\uc73c\ub85c \uc8fc\uc2dd\uc744 \ub9e4\uc218\ud558\uace0 \uc885\ubaa9 \uc120\uc815\uc5d0\ub3c4 \uae4c\ub2e4\ub85c\uc6b4 \uae30\uc900\uc744 \uc801\uc6a9\ud558\uace0 \uc788\ub2e4\uace0 \ud3c9\uac00\ud588\uc74c.<\/p>\n<h4><strong>\uac00\uc624\uc774\uc790\uc0b0, \uc5d4\ube44\ub514\uc544 72% \ub9e4\ub3c4\u2026\ub9c8\uc774\ud06c\ub860\uc740 4\ubc30\ub85c \ud655\ub300<\/strong><\/h4>\n<p>\uac00\uc7a5 \ub208\uc5d0 \ub744\ub294 \ubcc0\ud654\ub97c \ubcf4\uc778 \uacf3\uc740 \uac00\uc624\uc774\uc790\uc0b0\uc784. \ubbf8\uad6d \uc99d\uad8c\uac70\ub798\uc704\uc6d0\ud68c(SEC)\uc5d0 \uc81c\ucd9c\ub41c \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uac00\uc624\uc774\uc790\uc0b0\uc740 2\ubd84\uae30\uc5d0 \ubcf4\uc720\ud558\uace0 \uc788\ub358 \uc5d4\ube44\ub514\uc544 \uc8fc\uc2dd \uc57d 29\ub9cc \uc8fc \uac00\uc6b4\ub370 \uc57d 21\ub9cc \uc8fc\ub97c \ub9e4\uac01\ud588\uc74c. \uc804\uccb4 \ubcf4\uc720\ub7c9\uc758 72.4%\ub97c \ucc98\ubd84\ud55c \uac83\uc784.\u00a0\ubc18\uba74 \ubbf8\uad6d \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc5c5\uccb4 \ub9c8\uc774\ud06c\ub860 \uc8fc\uc2dd\uc740 2\ub9cc5442\uc8fc\ub97c \ucd94\uac00 \ub9e4\uc785\ud574 \ubcf4\uc720\ub7c9\uc744 1\ubd84\uae30 \ub300\ube44 \uc57d 4\ubc30\ub85c \ub298\ub838\uc74c. \uc0cc\ub514\uc2a4\ud06c \uc5ed\uc2dc 1\ub9cc521\uc8fc\ub97c \ucd94\uac00\ub85c \uc0ac\ub4e4\uc5ec \ubcf4\uc720\ub7c9\uc744 192% \ud655\ub300\ud588\uc74c.\u00a01\ubd84\uae30 \ub9d0 \uac00\uc624\uc774\uc790\uc0b0\uc740 \ub9c8\uc774\ud06c\ub860 8975\uc8fc\uc640 \uc0cc\ub514\uc2a4\ud06c 5479\uc8fc\ub97c \ubcf4\uc720\ud558\uace0 \uc788\uc5c8\ub294\ub370 \ub2f9\uc2dc \ud3c9\uac00\uc561\uc740 \uac01\uac01 \uc57d 300\ub9cc \ub2ec\ub7ec(\uc57d 42\uc5b5 5000\ub9cc\uc6d0)\uc640 350\ub9cc \ub2ec\ub7ec(49\uc5b5 6000\ub9cc\uc6d0)\uc600\uc74c.<\/p>\n<h4><strong>\uc54c\ub9ac\ubc14\ubc14\ub294 \uc7ac\ub9e4\uc218\u2026\ub2c8\uc624\u00b7\uc0e4\uc624\ud391\uc5d0\uc11c\ub294 \ucca0\uc218<\/strong><\/h4>\n<p>\uac00\uc624\uc774\uc790\uc0b0\uc740 \uc911\uad6d \uae30\uc5c5\uc5d0 \ub300\ud55c \ud22c\uc790\uc5d0\uc11c\ub3c4 \uc625\uc11d \uac00\ub9ac\uae30\uc5d0 \ub098\uc130\uc74c. 2\ubd84\uae30\uc5d0 \uc54c\ub9ac\ubc14\ubc14\uadf8\ub8f9\uc758 \ubbf8\uad6d \uc0c1\uc7a5\uc8fc\uc2dd 3399\uc8fc\ub97c \ub2e4\uc2dc \uc0ac\ub4e4\uc778 \ubc18\uba74 \uc911\uad6d \uc804\uae30\ucc28 \uc5c5\uccb4 \ub2c8\uc624(Nio)\uc640 \uc0e4\uc624\ud391(Xpeng)\uc758 \ubbf8\uad6d \uc0c1\uc7a5\uc8fc\uc2dd\uc740 \ubaa8\ub450 \ucc98\ubd84\ud588\uc74c.\u00a0\uac00\uc624\uc774\uc790\uc0b0\uc740 1\ubd84\uae30 \ub9d0 \uc0e4\uc624\ud391 \uc57d 80\ub9cc \uc8fc\ub97c \ubcf4\uc720\ud558\uace0 \uc788\uc5c8\ub294\ub370, \ub2f9\uc2dc \ud3c9\uac00\uc561\uc740 \uc57d 1370\ub9cc \ub2ec\ub7ec, \ud55c\ud654 \uc57d 194\uc5b51300\ub9cc\uc6d0\uc774\uc5c8\uc74c. \uc774\ub97c \ud55c \ubd84\uae30 \ub9cc\uc5d0 \uc804\ub7c9 \ucc98\ubd84\ud55c \uac83\uc740 \uc911\uad6d \uc804\uae30\ucc28 \uc5c5\uacc4\uc758 \uac00\uaca9 \uacbd\uc7c1\uacfc \uc218\uc775\uc131 \uc545\ud654\uc5d0 \ub300\ud55c \uacbd\uacc4\uac00 \ubc18\uc601\ub41c \uac83\uc73c\ub85c \ud480\uc774\ub428.<\/p>\n<p>\ubc18\uba74 \uc54c\ub9ac\ubc14\ubc14\ub97c \ub2e4\uc2dc \ub9e4\uc218\ud588\ub2e4\ub294 \uac83\uc740 \uc911\uad6d \uae30\uc5c5 \uc804\uccb4\ub97c \ud68c\ud53c\ud558\ub294 \uc804\ub7b5\uc740 \uc544\ub2c8\ub77c\ub294 \uc758\ubbf8\uc784. \uad6d\uac00\ub098 \uc2dc\uc7a5\ubcf4\ub2e4\ub294 \uac1c\ubcc4 \uae30\uc5c5\uc758 \uc218\uc775\uc131\uacfc \uc131\uc7a5 \uac00\ub2a5\uc131\uc5d0 \ub530\ub77c \ud22c\uc790 \ub300\uc0c1\uc744 \ub354\uc6b1 \uc120\ubcc4\ud558\uace0 \uc788\ub294 \uac83\uc73c\ub85c \ubcfc \uc218 \uc788\uc74c.<\/p>\n<h4><strong>\uc9d5\ub9b0\uc790\uc0b0, \uc5d4\ube44\ub514\uc544\u00b7\uba54\ud0c0\u00b7\uc544\ub9c8\uc874 \uc804\ub7c9 \ub9e4\ub3c4\u2026ASML \uc2e0\uaddc \ub9e4\uc218<\/strong><\/h4>\n<p>\uc911\uad6d\uc758 \ub610 \ub2e4\ub978 \ub300\ud615 \ud5e4\uc9c0\ud380\ub4dc\uc778 \uc9d5\ub9b0\uc790\uc0b0\uc740 \ub354\uc6b1 \uacfc\uac10\ud55c \ubcc0\ud654\ub97c \ubcf4\uc600\uc74c. 2\ubd84\uae30\uc5d0 \uc5d4\ube44\ub514\uc544\uc640 \uba54\ud0c0, \uc544\ub9c8\uc874 \ubcf4\uc720\uc8fc\uc2dd\uc744 \ubaa8\ub450 \ucc98\ubd84\ud588\uace0 \uad6c\uae00 \ubaa8\ud68c\uc0ac \uc54c\ud30c\ubcb3 \uc8fc\uc2dd\ub3c4 39% \uc904\uc600\uc74c.<\/p>\n<p>\uadf8\ub7ec\ub098 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \uc790\uccb4\uc5d0\uc11c \ucca0\uc218\ud55c \uac83\uc740 \uc544\ub2c8\uc5c8\uc74c. \uc624\ud788\ub824 \ub124\ub35c\ub780\ub4dc\uc758 \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc5c5\uccb4 ASML \uc8fc\uc2dd 7070\uc8fc\ub97c \uc2e0\uaddc \ub9e4\uc785\ud588\uc74c.\u00a0ASML\uc740 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc5d0 \ud544\uc218\uc801\uc778 \uadf9\uc790\uc678\uc120(EUV) \ub178\uad11\uc7a5\ube44 \uc2dc\uc7a5\uc5d0\uc11c \ub3c5\ubcf4\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc74c. \ub530\ub77c\uc11c \uc9d5\ub9b0\uc790\uc0b0\uc758 \uc6c0\uc9c1\uc784\uc740 \uc774\ubbf8 \ub192\uc740 \uc8fc\uac00 \uc0c1\uc2b9\uc744 \uae30\ub85d\ud55c AI \ud50c\ub7ab\ud3fc\u00b7GPU \uae30\uc5c5 \ub300\uc2e0 AI \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\ub2a5\ub825 \ud655\ub300\uc758 \uc218\ud61c\ub97c \ubc1b\uc744 \uc218 \uc788\ub294 \uc81c\uc870 \uc778\ud504\ub77c \uae30\uc5c5\uc73c\ub85c \ud22c\uc790 \ubc94\uc704\ub97c \ub113\ud78c \uac83\uc73c\ub85c \ud574\uc11d\ud560 \uc218 \uc788\uc74c.<\/p>\n<h4><strong>\ub465\ud321\uac15\uc644\ub3c4 \uba54\ud0c0 \uc804\ub7c9 \ub9e4\ub3c4\u2026\ub9c8\uc774\ud06c\ub860\u00b7\uc0cc\ub514\uc2a4\ud06c \ud655\ub300<\/strong><\/h4>\n<p>\ub465\ud321\uac15\uc644\ud22c\uc790 \ud64d\ucf69 \uc9c0\uc0ac\uc5d0\uc11c\ub3c4 \ube44\uc2b7\ud55c \uc6c0\uc9c1\uc784\uc774 \ub098\ud0c0\ub0ac\uc74c. \uc774 \ud68c\uc0ac\ub294 \uba54\ud0c0 \uc8fc\uc2dd\uc744 \uc804\ub7c9 \ub9e4\ub3c4\ud558\uace0 \uc544\ub9c8\uc874\uacfc \uc5d4\ube44\ub514\uc544 \ubcf4\uc720\ub7c9\uc744 \uac01\uac01 67%, 16% \uc904\uc600\uc74c.\u00a0\ubc18\ub300\ub85c \uc0cc\ub514\uc2a4\ud06c \uc8fc\uc2dd 7\ub9cc7276\uc8fc\ub97c \uc2e0\uaddc \ub9e4\uc785\ud558\uace0 \ub9c8\uc774\ud06c\ub860 \ubcf4\uc720\ub7c9\ub3c4 \ub450 \ubc30\ub85c \ud655\ub300\ud588\uc74c. \ub465\ud321\uac15\uc644\uc740 \uc774\ubbf8 1\ubd84\uae30\uc5d0 \ub9c8\uc774\ud06c\ub860 \uc57d 7\ub9cc3000\uc8fc\uc640 TSMC \uc57d 20\ub9cc9700\uc8fc\ub97c \uc2e0\uaddc \ub9e4\uc218\ud55c \ubc14 \uc788\uc5b4 \ubc18\ub3c4\uccb4 \uac00\uce58\uc0ac\uc2ac\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \ub2e8\uacc4\uc801\uc73c\ub85c \ud655\ub300\ud574\uc628 \uac83\uc73c\ub85c \ubcfc \uc218 \uc788\uc74c.<\/p>\n<p>\ub2f9\uc2dc \ub465\ud321\uac15\uc644\uc758 \uc804\uccb4 \uc2e0\uace0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ud3c9\uac00\uc561\uc740 \uc57d 11\uc5b53309\ub9cc \ub2ec\ub7ec(\uc57d 1\uc8706055\uc5b5\uc6d0) \uaddc\ubaa8\uc784.<\/p>\n<h4><strong>&#8216;AI\ub97c \ud310 \uac83&#8217; \uc544\ub2c8\ub77c &#8216;AI \uc548\uc5d0\uc11c \uc774\ub3d9&#8217;\u2026GPU\uc5d0\uc11c \uba54\ubaa8\ub9ac\u00b7\uc2a4\ud1a0\ub9ac\uc9c0\ub85c<\/strong><\/h4>\n<p>\uc774\ubc88 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcc0\ud654\uc758 \ud575\uc2ec\uc740 \uc911\uad6d \ud5e4\uc9c0\ud380\ub4dc\ub4e4\uc774 AI \uc0b0\uc5c5 \uc790\uccb4\uc5d0 \ub300\ud574 \ube44\uad00\uc801\uc73c\ub85c \ub3cc\uc544\uc130\ub2e4\uace0 \ubcf4\uae30 \uc5b4\ub835\ub2e4\ub294 \uc810\uc784. \uc624\ud788\ub824 AI\ub77c\ub294 \uac70\ub300\ud55c \ud22c\uc790 \ud14c\ub9c8 \uc548\uc5d0\uc11c \uc790\uae08\uc758 \uc704\uce58\uac00 \uc774\ub3d9\ud558\uace0 \uc788\ub294 \uac83\uc5d0 \uac00\uae4c\uc6c0.\u00a0AI \ud22c\uc790 \ubd90 \ucd08\uae30\uc5d0\ub294 \uc5d4\ube44\ub514\uc544\uac00 \uac00\uc7a5 \uc9c1\uc811\uc801\uc778 \uc218\ud61c\uc8fc\uc600\uc74c. \uc0dd\uc131\ud615 AI \ubaa8\ub378\uc758 \ud559\uc2b5\uacfc \ucd94\ub860\uc5d0 \ub300\uaddc\ubaa8 GPU\uac00 \ud544\uc694\ud574\uc9c0\uba74\uc11c \uc5d4\ube44\ub514\uc544\uc758 AI \uac00\uc18d\uae30\uac00 \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790\uc758 \uc911\uc2ec\uc5d0 \uc130\uace0, \uc544\ub9c8\uc874\u00b7\uc54c\ud30c\ubcb3\u00b7\uba54\ud0c0 \ub4f1 \ub300\uaddc\ubaa8 \ub370\uc774\ud130\uc13c\ud130\ub97c \uc6b4\uc601\ud558\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub3c4 \ub300\ud45c\uc801\uc778 AI \uc218\ud61c\uc8fc\ub85c \ud3c9\uac00\ubc1b\uc558\uc74c.<\/p>\n<p>\uadf8\ub7ec\ub098 AI \ub370\uc774\ud130\uc13c\ud130 \uac74\uc124\uc774 \ubcf8\uaca9\ud654\ub418\uba74\uc11c \ud22c\uc790\uc790\ub4e4\uc758 \uad00\uc2ec\uc774 GPU \uc774\uc678\uc758 \uc601\uc5ed\uc73c\ub85c \ud655\ub300\ub418\uace0 \uc788\uc74c. \ub300\uaddc\ubaa8 AI \uc2dc\uc2a4\ud15c\uc5d0\ub294 GPU\ubfd0 \uc544\ub2c8\ub77c DRAM\uacfc \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM), NAND\uc640 SSD \ub4f1 \ub9c9\ub300\ud55c \uba54\ubaa8\ub9ac\u00b7\uc2a4\ud1a0\ub9ac\uc9c0, \ub124\ud2b8\uc6cc\ud06c\uc640 \uc804\ub825 \uc778\ud504\ub77c, \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc7a5\ube44\uac00 \ud544\uc694\ud558\uae30 \ub54c\ubb38\uc784.<\/p>\n<p>\uc774\ub7f0 \uc810\uc5d0\uc11c \uac00\uc624\uc774\uc790\uc0b0\uacfc \ub465\ud321\uac15\uc644\uc774 \uacf5\ud1b5\uc801\uc73c\ub85c \uc5d4\ube44\ub514\uc544 \ub4f1 \uae30\uc874 AI \ub300\ud45c\uc8fc\uc758 \ube44\uc911\uc744 \uc904\uc774\uba74\uc11c \ub9c8\uc774\ud06c\ub860\uacfc \uc0cc\ub514\uc2a4\ud06c\ub97c \ud655\ub300\ud588\ub2e4\ub294 \uc810\uc774 \ud2b9\ud788 \uc8fc\ubaa9\ub428.<\/p>\n<h4><strong>AI\uc758 \ub2e4\uc74c \ubcd1\ubaa9\uc740 &#8216;\ub370\uc774\ud130&#8217;\u2026\uba54\ubaa8\ub9ac\u00b7\uc2a4\ud1a0\ub9ac\uc9c0 \ubd80\uc0c1<\/strong><\/h4>\n<p>\ub9c8\uc774\ud06c\ub860\uacfc \uc0cc\ub514\uc2a4\ud06c\uc5d0 \ub300\ud55c \ud22c\uc790\uac00 \ub3d9\uc2dc\uc5d0 \uc99d\uac00\ud588\ub2e4\ub294 \uac83\uc740 AI \ud22c\uc790\uc2dc\uc7a5\uc758 \uad00\uc2ec\uc774 \uc5f0\uc0b0\ub2a5\ub825\uc5d0\uc11c \ub370\uc774\ud130 \ucc98\ub9ac\uc640 \uc800\uc7a5\uc73c\ub85c \ud655\ub300\ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ud560 \uc218 \uc788\uc74c.\u00a0AI \ubaa8\ub378\uc758 \uaddc\ubaa8\uc640 \uae30\uc5c5\ub4e4\uc758 AI \ud65c\uc6a9\uc774 \ud655\ub300\ub420\uc218\ub85d \uc0dd\uc131\u00b7\ucc98\ub9ac\ub418\ub294 \ub370\uc774\ud130\ub3c4 \uae09\uc99d\ud568. \uc774\uc5d0 \ub530\ub77c GPU\uc758 \uc5f0\uc0b0\uc131\ub2a5\ubfd0 \uc544\ub2c8\ub77c \ubc29\ub300\ud55c \ub370\uc774\ud130\ub97c \ube60\ub974\uac8c \ucc98\ub9ac\ud558\uace0 \uc800\uc7a5\ud558\ub294 \uba54\ubaa8\ub9ac\uc640 \uc2a4\ud1a0\ub9ac\uc9c0\uc758 \uc911\uc694\uc131\uc774 \ucee4\uc9c8 \uc218\ubc16\uc5d0 \uc5c6\uc74c.<\/p>\n<p>\ub9c8\uc774\ud06c\ub860\uc740 DRAM\uacfc NAND\ub97c \uc0dd\uc0b0\ud558\ub294 \ubbf8\uad6d\uc758 \ub300\ud45c\uc801\uc778 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc5c5\uccb4\ub85c AI \uc11c\ubc84 \ud655\ub300\uc5d0 \ub530\ub978 \uace0\uc131\ub2a5 \uba54\ubaa8\ub9ac \uc218\uc694\uc758 \uc9c1\uc811\uc801\uc778 \uc218\ud61c\ub97c \uae30\ub300\ud560 \uc218 \uc788\uc74c. \uc0cc\ub514\uc2a4\ud06c \uc5ed\uc2dc NAND \uae30\ubc18 \ub370\uc774\ud130 \uc800\uc7a5\uc7a5\uce58\uc640 \uc2a4\ud1a0\ub9ac\uc9c0 \uc2dc\uc7a5\uc5d0 \ub178\ucd9c\ub3fc \uc788\uc74c.<\/p>\n<p>\uacb0\uad6d AI \uc778\ud504\ub77c\uc758 \ubcd1\ubaa9\uc774 GPU\uc5d0\uc11c \uba54\ubaa8\ub9ac\uc640 \uc2a4\ud1a0\ub9ac\uc9c0, \ub124\ud2b8\uc6cc\ud06c, \uc804\ub825 \ub4f1\uc73c\ub85c \ud655\uc0b0\ub420 \uacbd\uc6b0 \uc774\ub4e4 \uae30\uc5c5\uc758 \uc2e4\uc801 \uac1c\uc120 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c8 \uc218 \uc788\ub2e4\ub294 \ud310\ub2e8\uc774 \uc911\uad6d \ud5e4\uc9c0\ud380\ub4dc\ub4e4\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ubc18\uc601\ub410\uc744 \uac00\ub2a5\uc131\uc774 \uc788\uc74c.<\/p>\n<h4><strong>\uc5d4\ube44\ub514\uc544 \ub9e4\ub3c4\ub9cc\uc73c\ub85c AI \ube44\uad00\ub860 \ud310\ub2e8\uc740 \uc5b4\ub824\uc6cc<\/strong><\/h4>\n<p>\ub2e4\ub9cc \uc911\uad6d \ud5e4\uc9c0\ud380\ub4dc\uc758 \uc5d4\ube44\ub514\uc544 \ub9e4\ub3c4\ub97c \uace7\ubc14\ub85c \uc5d4\ube44\ub514\uc544\uc758 \uc131\uc7a5\uc131\uc774\ub098 \ubbf8\uad6d AI \uc0b0\uc5c5\uc5d0 \ub300\ud55c \ubd80\uc815\uc801 \uc804\ub9dd\uc73c\ub85c \ud574\uc11d\ud558\ub294 \uac83\uc740 \uc8fc\uc758\ud574\uc57c \ud568.\u00a0\uc790\ub8cc\uc0c1\uc73c\ub85c\ub294 \uae30\uad00\ud22c\uc790\uc790\uac00 \ubd84\uae30 \ub9d0 \ud604\uc7ac \ubcf4\uc720\ud55c \ubbf8\uad6d \uc0c1\uc7a5\uc99d\uad8c\uc744 \ubcf4\uc5ec\uc904 \ubfd0 \uac1c\ubcc4 \uc885\ubaa9\uc744 \uc0ac\uace0\ud310 \uc774\uc720\uae4c\uc9c0 \uc124\uba85\ud558\uc9c0 \uc54a\uc74c. \ub530\ub77c\uc11c \uc5d4\ube44\ub514\uc544 \uc8fc\uac00 \uc0c1\uc2b9\uc5d0 \ub530\ub978 \ucc28\uc775\uc2e4\ud604\uc77c \uc218\ub3c4 \uc788\uace0 \ud2b9\uc815 \uc885\ubaa9\uc5d0 \uc9d1\uc911\ub41c \uc704\ud5d8\uc744 \ub0ae\ucd94\uae30 \uc704\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc870\uc815\uc77c \uc218\ub3c4 \uc788\uc74c.<\/p>\n<p>AI \uc0b0\uc5c5\uc758 \uc131\uc7a5 \uc804\ub9dd\uc740 \uadf8\ub300\ub85c \uc720\uc9c0\ud558\uba74\uc11c \uc55e\uc73c\ub85c \uae30\ub300\uc218\uc775\ub960\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \ub192\ub2e4\uace0 \ud310\ub2e8\ub418\ub294 \uba54\ubaa8\ub9ac\uc640 \uc2a4\ud1a0\ub9ac\uc9c0, \ubc18\ub3c4\uccb4 \uc7a5\ube44 \ubd84\uc57c\ub85c \uc790\uae08\uc744 \uc62e\uacbc\uc744 \uac00\ub2a5\uc131\ub3c4 \uc788\uc74c. \ud2b9\ud788 \uc5d4\ube44\ub514\uc544\ub97c \uc904\uc778 \ub3d9\uc2dc\uc5d0 \ub9c8\uc774\ud06c\ub860\u00b7\uc0cc\ub514\uc2a4\ud06c\u00b7ASML\uc744 \ud655\ub300\ud588\ub2e4\ub294 \uc810\uc740 \ub2e8\uc21c\ud55c \u2018AI \ub9e4\ub3c4\u2019\ub77c\ub294 \ud574\uc11d\uacfc\ub294 \uac70\ub9ac\uac00 \uc788\uc74c.<\/p>\n<h4><strong>\u2018AI\uba74 \ub2e4 \uc0b0\ub2e4\u2019\uc5d0\uc11c \u2018\ub204\uac00 \uc2e4\uc81c \ub3c8\uc744 \ubc84\ub290\ub0d0\u2019\ub85c<\/strong><\/h4>\n<p>\uc774\ubc88 \uc6c0\uc9c1\uc784\uc740 \uc911\uad6d \ucd5c\uc0c1\uc704\uad8c \ud5e4\uc9c0\ud380\ub4dc\ub4e4\uc758 \uc911\uc694\ud55c \uc804\ub7b5 \ubcc0\ud654\ub85c \ud3c9\uac00\ud560 \uc218 \uc788\uc74c. AI \ud22c\uc790 \ucd08\uae30\uc5d0\ub294 \uc5d4\ube44\ub514\uc544, \uba54\ud0c0, \uc544\ub9c8\uc874, \uc54c\ud30c\ubcb3 \ub4f1 \ub300\ud45c\uc801\uc778 AI \uad00\ub828\uc8fc\ub97c \ubcf4\uc720\ud558\ub294 \uac83 \uc790\uccb4\uac00 \uc911\uc694\ud55c \ud22c\uc790\uc804\ub7b5\uc774\uc5c8\uc9c0\ub9cc, AI \ud22c\uc790\uac00 \uc7a5\uae30\ud654\ud558\uba74\uc11c \ud22c\uc790\uc790\ub4e4\uc740 \uc810\ucc28 AI \uc0b0\uc5c5\uc5d0\uc11c \uc2e4\uc81c \uc774\uc775\uc774 \uc5b4\ub290 \ub2e8\uacc4\uc5d0\uc11c \ubc1c\uc0dd\ud560 \uac83\uc778\uac00\ub97c \ub530\uc9c0\uae30 \uc2dc\uc791\ud558\uace0 \uc788\uc74c.<\/p>\n<p>\uc989 AI \uc2dc\uc7a5\uc774 \uc131\uc7a5\ud55c\ub2e4\ub294 \uc804\ub9dd\ub9cc\uc73c\ub85c \ubaa8\ub4e0 \uad00\ub828 \uc885\ubaa9\uc744 \uc0ac\ub4e4\uc774\ub294 \ub2e8\uacc4\uc5d0\uc11c \ubc97\uc5b4\ub098, \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790 \uacfc\uc815\uc5d0\uc11c \uc5b4\ub5a4 \ubd80\ud488\uc758 \uacf5\uae09\uc774 \ubd80\uc871\ud574\uc9c8 \uac83\uc778\uc9c0, \uc5b4\ub290 \uae30\uc5c5\uc774 \uac00\uaca9\uacb0\uc815\ub825\uc744 \ud655\ubcf4\ud560 \uac83\uc778\uc9c0, \uc774\ubbf8 \uc131\uc7a5 \uae30\ub300\uac00 \uc8fc\uac00\uc5d0 \ucda9\ubd84\ud788 \ubc18\uc601\ub41c \uae30\uc5c5\uacfc \uc55e\uc73c\ub85c \uc2e4\uc801\uc774 \uac1c\uc120\ub420 \uae30\uc5c5\uc744 \uad6c\ubcc4\ud558\ub294 \ub2e8\uacc4\ub85c \ub118\uc5b4\uac00\uace0 \uc788\ub2e4\ub294 \uc758\ubbf8\ub85c \ubcfc \uc218 \uc788\uaca0\uc74c.<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>|\uc5d4\ube44\ub514\uc544\u00b7\uba54\ud0c0\u00b7\uc544\ub9c8\uc874 \ube44\uc911 \ucd95\uc18c\u2026\ub9c8\uc774\ud06c\ub860\u00b7\uc0cc\ub514\uc2a4\ud06c\u00b7ASML\ub85c \ud22c\uc790\ucd95 \uc774\ub3d9 \uc911\uad6d\uc758 \uc8fc\uc694 \ub300\ud615 \ud5e4\uc9c0\ud380\ub4dc\ub4e4\uc774 2026\ub144 2\ubd84\uae30 \ubbf8\uad6d \uc8fc\uc2dd \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0\uc11c \uc5d4\ube44\ub514\uc544(Nvidia)\ub97c \ube44\ub86f\ud55c \ubbf8\uad6d \ub300\ud615 \uae30\uc220\uae30\uc5c5\uc758 \ube44\uc911\uc744 \ub0ae\ucd94\ub294 \ub300\uc2e0 \ub9c8\uc774\ud06c\ub860(Micron Technology), \uc0cc\ub514\uc2a4\ud06c(SanDisk), ASML \ub4f1 \uba54\ubaa8\ub9ac\u00b7\uc2a4\ud1a0\ub9ac\uc9c0 \ubc0f \ubc18\ub3c4\uccb4 \uc81c\uc870\uc7a5\ube44 \uae30\uc5c5\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \ud655\ub300\ud588\uc74c. 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