{"id":75999,"date":"2026-11-13T11:35:10","date_gmt":"2026-11-13T02:35:10","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=75999"},"modified":"2026-11-13T11:50:25","modified_gmt":"2026-11-13T02:50:25","slug":"%ec%a0%a0%ec%8a%a8-%ed%99%a9-%eb%b6%88%eb%a5%9c-%ec%83%81%eb%8c%80-%ed%99%94%ec%9b%a8%ec%9d%b4-%ea%b4%80%eb%a0%a8-%eb%8d%b0%ec%9d%b4%ed%84%b0%ec%84%bc%ed%84%b0-%ec%a7%80%eb%b6%84-%ea%b0%84%ec%a0%91","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=75999","title":{"rendered":"\uc820\uc2a8 \ud669 \ubd88\ub95c \uc0c1\ub300, \ud654\uc6e8\uc774 \uad00\ub828 \ub370\uc774\ud130\uc13c\ud130 \uc9c0\ubd84 \uac04\uc811 \ubcf4\uc720 \ud655\uc778\ub3fc"},"content":{"rendered":"

| \uc568\ub9ac\uc2a4 \ud669, \u4e2d \ud22c\uc790\ud68c\uc0ac\u2192\uac1c\ubc1c\uc5c5\uccb4\u2192\ub370\uc774\ud130\uc13c\ud130 \uc21c\uc73c\ub85c \uc9c0\ubd84 \ud655\ubcf4
\n| \ubb38\uc81c \ub370\uc774\ud130\uc13c\ud130\uc5d0 \uc218\ucd9c\ud1b5\uc81c \ub300\uc0c1 \ubc18\ub3c4\uccb4 \uc720\uc785 \uac00\ub2a5\uc131 \uc81c\uae30\ub3fc<\/h3>\n

\uc820\uc2a8 \ud669(Jensen Huang) \uc804 \uc5d4\ube44\ub514\uc544(Nvidia) \ucd5c\uace0\uacbd\uc601\uc790(CEO)\uc640 \ubd80\uc801\uc808\ud55c \uad00\uacc4\ub97c \ub9fa\uc5c8\ub358 \uc568\ub9ac\uc2a4 \ud669(Alice Huang\u00b7\uc911\uad6d\uba85 \ud669\ub7ec)\uc774 \uc911\uad6d \ucd5c\ub300 AI \ubc18\ub3c4\uccb4 \uacbd\uc7c1\uc0ac\uc778 \ud654\uc6e8\uc774(Huawei)\uc5d0 \ucef4\ud4e8\ud305 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ub370\uc774\ud130\uc13c\ud130\ub97c \uac04\uc811 \uc18c\uc720\ud588\ub358 \uac83\uc73c\ub85c \ub4dc\ub7ec\ub0ac\uc74c. \ubbf8\uad6d CNBC \ubc29\uc1a1\uc740 12\uc77c(\ud604\uc9c0\uc2dc\uac01) \ubbfc\uac04 \uc815\ubcf4\ubd84\uc11d\uc5c5\uccb4 \ud14c\uc0ac\ub9ac(Tesari)\uc758 \uc870\uc0ac \uacb0\uacfc\ub97c \uc778\uc6a9\ud574 \uc568\ub9ac\uc2a4\uac00 \uc5d4\ube44\ub514\uc544\uc640 \uc0ac\uc5c5 \uad00\uacc4\ub97c \uc720\uc9c0\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ud654\uc6e8\uc774\uc640 \uc5f0\uacb0\ub41c \uc911\uad6d \uae30\uc5c5\ub4e4\uc5d0\ub3c4 \ud22c\uc790\ud588\ub2e4\uace0 \ubcf4\ub3c4<\/a>\ud588\uc74c.<\/p>\n

\ubbf8\uad6d \uc8fc\uc694 \uc5b8\ub860\uc5d0 \ub530\ub974\uba74 \ubbf8\uad6d \uc815\ubcf4\ub2f9\uad6d\uc740 \ud604\uc7ac \uc568\ub9ac\uc2a4\uac00 \uc911\uad6d \uc815\ubcf4\uae30\uad00\uacfc \uad00\ub828\ub410\ub2e4\uace0 \ud310\ub2e8\ud55c \uc0c1\ud0dc\uc784. CNBC\uc758 \ub17c\ud3c9 \uc694\uccad\uc5d0 \uc5d4\ube44\ub514\uc544\uc640 \ud654\uc6e8\uc774\ub294 \uc751\ub2f5\ud558\uc9c0 \uc54a\uc558\uace0, \uc820\uc2a8 \ud669\uacfc \uc568\ub9ac\uc2a4 \ud669\uc758 \uc785\uc7a5\ub3c4 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\ub2e4\uace0 \ud568.<\/p>\n

\uc774\ubc88\uc5d0 \ud655\uc778\ub41c \uc5f0\uacb0\uace0\ub9ac\ub294 \uc5ec\ub7ec \uae30\uc5c5\uc5d0 \uac78\uce5c \uc9c0\ubd84 \ud22c\uc790\uc640 \uae08\uc735\uac70\ub798\ub85c \ud615\uc131\ub410\uc74c. \ud14c\uc0ac\ub9ac\uac00 \uc911\uad6d \uae30\uc5c5 \ub4f1\ub85d\uc790\ub8cc\uc640 \uc5b8\ub860 \ubcf4\ub3c4\ub97c \ubd84\uc11d\ud55c \uacb0\uacfc, \uc568\ub9ac\uc2a4\ub294 2016\ub144\ubd80\ud130 \uae30\uc220\uae30\uc5c5\uacfc \ub370\uc774\ud130\uc13c\ud130\uc5d0 \ud22c\uc790\ud558\ub294 \uc0c1\ud558\uc774 \ud5c8\uc2dc(Shanghai Hexi)\ub97c \uacf5\ub3d9 \uc18c\uc720\ud588\uc74c. \ud5c8\uc2dc\ub294 \uc568\ub9ac\uc2a4\uc758 \ub0a8\ud3b8 \uce89\uc6e8\uc774(Kang Wei)\uac00 \uc124\ub9bd\ud55c \ud68c\uc0ac\ub85c, \uc568\ub9ac\uc2a4\ub3c4 \uacfc\uac70 \uc784\uc6d0\uc73c\ub85c \uc7ac\uc9c1\ud588\uc74c.<\/p>\n

\ud5c8\uc2dc\ub294 2021\ub144 \ub370\uc774\ud130\uc13c\ud130 \uac1c\ubc1c\uc5c5\uccb4 \uc0c1\ud558\uc774 \uc13c\ucd94\ub9ac \ub8fd\ud145(Shanghai Century Longteng)\uc758 \uc9c0\ubd84 27%\ub97c \uc778\uc218\ud574 2024\ub144\uae4c\uc9c0 \ubcf4\uc720\ud588\uc74c. \ub8fd\ud145\uc740 \uc911\uad6d \uc120\uc804(Shenzhen)\uc5d0 \uc788\ub294 \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc0ac \uc120\uc804 \uc774\ud391 \ud14c\ud06c\ub180\ub85c\uc9c0(Shenzhen Yifeng Technology)\uc758 \uc9c0\ubd84 50.1%\ub97c \uc18c\uc720\ud55c \uae30\uc5c5\uc784. \uc774\ud391\uc758 \ud575\uc2ec \uace0\uac1d\uc0ac\ub294 \ud654\uc6e8\uc774\uc758 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc744 \ub2f4\ub2f9\ud558\ub294 \ud654\uc6e8\uc774 \ud074\ub77c\uc6b0\ub4dc(Huawei Cloud)\uc600\uc74c.<\/p>\n

\uacb0\uad6d \uc568\ub9ac\uc2a4\ub294 \ud5c8\uc2dc\uc640 \ub8fd\ud145\uc744 \uac70\uccd0 \ud654\uc6e8\uc774\uc5d0 \ucef4\ud4e8\ud305 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ub370\uc774\ud130\uc13c\ud130\uc758 \uc9c0\ubd84\uc744 \uac04\uc811 \ubcf4\uc720\ud588\ub358 \uc148\uc784. \ud5c8\uc2dc\ub294 \ud574\ub2f9 \ub370\uc774\ud130\uc13c\ud130\uc758 \uc6b4\uc601\uc790\uae08 \ub9c8\ub828\uc744 \uc704\ud55c \ub300\ucd9c\uc5d0\ub3c4 \uc9c0\uae09\ubcf4\uc99d\uc744 \uc81c\uacf5\ud588\uc74c. \uc774\ub7ec\ud55c \uc0ac\uc5c5 \uad00\uacc4\ub294 \uc568\ub9ac\uc2a4\uc640 \uc820\uc2a8 \ud669\uc774 \uacf5\uac1c\uc11d\uc0c1\uc5d0\uc11c \ud568\uaed8 \ubaa9\uaca9\ub418\uae30 \uc2dc\uc791\ud55c 2023\ub144 12\uc6d4 \ubb34\ub835\uc5d0\ub3c4 \uc774\uc5b4\uc9c0\uace0 \uc788\uc5c8\uc74c. \ub2e4\ub9cc \ub450 \uc0ac\ub78c\uc758 \uc0ac\uc801\uc778 \uad00\uacc4\uac00 \uc815\ud655\ud788 \uc5b8\uc81c \uc2dc\uc791\ub410\ub294\uc9c0\ub294 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\uc74c.<\/p>\n

\ud654\uc6e8\uc774\ub294 \uc5d4\ube44\ub514\uc544\uac00 2024\ub144 \uacf5\uc2dd\uc801\uc73c\ub85c \uc8fc\uc694 \uacbd\uc7c1\uc0ac\ub85c \uc9c0\ubaa9\ud55c \uc911\uad6d \uae30\uc5c5\uc73c\ub85c, AI \ubc18\ub3c4\uccb4\uc640 \uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58(GPU), \uc911\uc559\ucc98\ub9ac\uc7a5\uce58(CPU), \ub124\ud2b8\uc6cc\ud06c \ubc18\ub3c4\uccb4 \ubd84\uc57c\uc5d0\uc11c \uacbd\uc7c1\ud558\uace0 \uc788\uc74c. \ubbf8\uad6d \uc815\ubd80\ub294 \uad6d\uac00\uc548\ubcf4 \uc6b0\ub824\ub97c \uc774\uc720\ub85c \ud654\uc6e8\uc774\uc5d0 \ub300\ud55c \ucca8\ub2e8 \uae30\uc220 \uc218\ucd9c\uc744 \uc81c\ud55c\ud574 \uc654\uc74c.<\/p>\n

\ud654\uc6e8\uc774\uc640 \uc5f0\uacb0\ub41c \ub370\uc774\ud130\uc13c\ud130\uac00 \uc5d4\ube44\ub514\uc544\uc758 GPU\ub97c \ud655\ubcf4\ud588\uc744 \uac00\ub2a5\uc131\ub3c4 \uc81c\uae30\ub410\uc74c. \ub8fd\ud145\uc758 \uacf5\ub3d9 \ud22c\uc790\uc790\uc778 \uc800\uc7a5 \uc13c\ucd94\ub9ac \ud654\ud241 \uadf8\ub8f9(Zhejiang Century Huatong Group)\uc774 2023\ub144\ubd80\ud130 \uc5d4\ube44\ub514\uc544 \ubc18\ub3c4\uccb4\ub97c \uad6c\ub9e4\ud55c \uc0ac\uc2e4\uc774 \ud655\uc778\ub410\uae30 \ub54c\ubb38\uc784. \ub2e4\ub9cc \ud574\ub2f9 GPU\uac00 \uc2e4\uc81c \uc774\ud391 \ub370\uc774\ud130\uc13c\ud130\uc5d0 \uacf5\uae09\ub410\ub294\uc9c0, \ud654\uc6e8\uc774\uac00 \uc774\ub97c \uc0ac\uc6a9\ud588\ub294\uc9c0\ub294 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\uc74c. \ub530\ub77c\uc11c \ud604\uc7ac \uc790\ub8cc\ub9cc\uc73c\ub85c \ud654\uc6e8\uc774\uac00 \ubbf8\uad6d\uc758 \uc218\ucd9c\ud1b5\uc81c\ub97c \uc704\ubc18\ud574 \uc5d4\ube44\ub514\uc544 \ubc18\ub3c4\uccb4\ub97c \ud655\ubcf4\ud588\ub2e4\uace0 \ub2e8\uc815\ud560 \uc218\ub294 \uc5c6\uc74c.<\/p>\n

\uc568\ub9ac\uc2a4\uc640 \uc5d4\ube44\ub514\uc544\uc758 \uc0ac\uc5c5 \uad00\uacc4\ub3c4 \ubcf5\uc7a1\ud558\uac8c \uc5bd\ud600 \uc788\uc74c. \uc568\ub9ac\uc2a4\ub294 2019\ub144 \uc790\uc2e0\uc774 \uc18c\uc720\ud558\ub358 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5 \uc624\uc2a4\ub9cc\ud22c\uc2a4(Osmanthus)\ub97c \uc911\uad6d \uac8c\uc784\uc5c5\uccb4 \uc138\ube10\ub85c\ub4dc(7Road)\uc5d0 \ub9e4\uac01\ud588\uc74c. \uc774\ud6c4 \uc138\ube10\ub85c\ub4dc\uc758 \uc2f1\uac00\ud3ec\ub974 \uc790\ud68c\uc0ac\uac00 2023\ub144 \uba54\uac00\uc2a4\ud53c\ub4dc(Megaspeed)\ub85c \ubd84\ub9ac\ub410\ub294\ub370, \uba54\uac00\uc2a4\ud53c\ub4dc\ub294 \uc5d4\ube44\ub514\uc544\uc758 \uc8fc\uc694 \uace0\uac1d\uc0ac\ub85c \uc131\uc7a5\ud588\uc74c. IT \uc804\ubb38\ub9e4\uccb4 \ub354 \uc778\ud3ec\uba54\uc774\uc158(The Information)\uc5d0 \ub530\ub974\uba74 \uba54\uac00\uc2a4\ud53c\ub4dc\ub294 \uc911\uad6d \uae30\uc5c5\ub4e4\uc5d0 \ub300\ud55c \ucd5c\uc18c 75\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc5d4\ube44\ub514\uc544 \ubc18\ub3c4\uccb4 \uacf5\uae09\uc744 \uc9c0\uc6d0\ud55c \uac83\uc73c\ub85c \uc54c\ub824\uc84c\uc74c.<\/p>\n

\uba54\uac00\uc2a4\ud53c\ub4dc\ub294 \ubbf8\uad6d\uc758 \uc218\ucd9c\ud1b5\uc81c \ub300\uc0c1 \ubc18\ub3c4\uccb4\uac00 \uc911\uad6d\uc5d0 \uc720\uc785\ub418\ub3c4\ub85d \ub3c4\uc654\ub2e4\ub294 \uc758\ud639\ub3c4 \ubc1b\uace0 \uc788\uc74c. \uc774\ubc88 \uc870\uc0ac\uc5d0\uc11c\ub294 \uc568\ub9ac\uc2a4\uac00 \uc5d4\ube44\ub514\uc544 \ubc18\ub3c4\uccb4 \uc720\ud1b5\ub9dd\uacfc \ud654\uc6e8\uc774 \uad00\ub828 \ub370\uc774\ud130\uc13c\ud130\uc5d0 \ubaa8\ub450 \uc0ac\uc5c5\uc0c1 \uc5f0\uacb0\ub3fc \uc788\uc5c8\ub2e4\ub294 \uc0ac\uc2e4\uc774 \ucd94\uac00\ub85c \ub4dc\ub7ec\ub09c \uac83\uc784.<\/p>\n

\ud5c8\uc2dc\ub294 2024\ub144 \ub8fd\ud145 \uc9c0\ubd84\uc744 \ucc98\ubd84\ud588\uc9c0\ub9cc \uc778\uc801 \uad00\uacc4\ub294 \ub0a8\uc544 \uc788\uc74c. \uc568\ub9ac\uc2a4\uc758 \ub0a8\ud3b8 \uce89\uc6e8\uc774\ub294 2022\ub144 \ub8fd\ud145 \uc784\uc6d0\uc5d0 \uc62c\ub790\uc73c\uba70, \ud574\ub2f9 \uae30\uc5c5\uc774 \ud654\uc6e8\uc774\uc640 \uc0ac\uc5c5\ud611\uc57d\uc744 \uccb4\uacb0\ud558\ub294 \uc790\ub9ac\uc5d0\ub3c4 \ucc38\uc11d\ud588\uc74c.<\/p>\n

\ud14c\uc0ac\ub9ac\uc758 \ube0c\ub77c\uc774\uc5b8 \uc564\ub354\uc2a8(Brian Andersen) \ubd80\uc0ac\uc7a5\uc740 \uae30\uc5c5 \uac04 \uad00\uacc4\uac00 \uc9c0\ub098\uce58\uac8c \ubcf5\uc7a1\ud558\uac8c \uc5bd\ud600 \uc788\uc5b4 \uc2e4\uc81c \uc5f0\uacb0\uace0\ub9ac\ub97c \uc758\ub3c4\uc801\uc73c\ub85c \uac10\ucd94\ub824 \ud588\uc744 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4\uace0 \ud3c9\uac00\ud588\uc74c. \uadf8\ub294 \ubbf8\uad6d \uc0c1\ubb34\ubd80 \uc0b0\uc5c5\uc548\ubcf4\uad6d(BIS)\uacfc \uad6d\ud1a0\uc548\ubcf4\uc218\uc0ac\uad6d(HSI)\uc774 \uad6d\uac00\uc548\ubcf4 \ubc0f \ucca8\ub2e8 \uae30\uc220 \uc720\ucd9c \ubc29\uc9c0 \ucc28\uc6d0\uc5d0\uc11c \uc870\uc0ac\ud560 \ud544\uc694\uac00 \uc788\ub2e4\uace0 \uc8fc\uc7a5\ud588\uc74c. \uc870\uc0ac \uacb0\uacfc \ud5c8\uac00 \uc5c6\uc774 \ud1b5\uc81c \ub300\uc0c1 \uc7a5\ube44\ub97c \ud654\uc6e8\uc774\uc5d0 \uc774\uc804\ud55c \uc0ac\uc2e4\uc774 \ud655\uc778\ub41c\ub2e4\uba74 \uc218\ucd9c\ud1b5\uc81c \uc704\ubc18\uacfc \uacf5\ubaa8, \ubc00\uc218 \ub4f1\uc758 \ud610\uc758\uac00 \uc801\uc6a9\ub420 \uc218 \uc788\ub2e4\ub294 \uac83\uc784.<\/p>\n","protected":false},"excerpt":{"rendered":"

| \uc568\ub9ac\uc2a4 \ud669, \u4e2d \ud22c\uc790\ud68c\uc0ac\u2192\uac1c\ubc1c\uc5c5\uccb4\u2192\ub370\uc774\ud130\uc13c\ud130 \uc21c\uc73c\ub85c \uc9c0\ubd84 \ud655\ubcf4 | \ubb38\uc81c \ub370\uc774\ud130\uc13c\ud130\uc5d0 \uc218\ucd9c\ud1b5\uc81c \ub300\uc0c1 \ubc18\ub3c4\uccb4 \uc720\uc785 \uac00\ub2a5\uc131 \uc81c\uae30\ub3fc \uc820\uc2a8 \ud669(Jensen Huang) \uc804 \uc5d4\ube44\ub514\uc544(Nvidia) \ucd5c\uace0\uacbd\uc601\uc790(CEO)\uc640 \ubd80\uc801\uc808\ud55c \uad00\uacc4\ub97c \ub9fa\uc5c8\ub358 \uc568\ub9ac\uc2a4 \ud669(Alice Huang\u00b7\uc911\uad6d\uba85 \ud669\ub7ec)\uc774 \uc911\uad6d \ucd5c\ub300 AI \ubc18\ub3c4\uccb4 \uacbd\uc7c1\uc0ac\uc778 \ud654\uc6e8\uc774(Huawei)\uc5d0 \ucef4\ud4e8\ud305 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \ub370\uc774\ud130\uc13c\ud130\ub97c \uac04\uc811 \uc18c\uc720\ud588\ub358 \uac83\uc73c\ub85c \ub4dc\ub7ec\ub0ac\uc74c. \ubbf8\uad6d CNBC \ubc29\uc1a1\uc740 12\uc77c(\ud604\uc9c0\uc2dc\uac01) \ubbfc\uac04 \uc815\ubcf4\ubd84\uc11d\uc5c5\uccb4 \ud14c\uc0ac\ub9ac(Tesari)\uc758 \uc870\uc0ac \uacb0\uacfc\ub97c \uc778\uc6a9\ud574 \uc568\ub9ac\uc2a4\uac00 […]<\/p>\n","protected":false},"author":98,"featured_media":29629,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[612,604,614],"tags":[100,3855,58,163,14133,261,250,6335,745],"class_list":["post-75999","post","type-post","status-publish","format-standard","has-post-thumbnail","category-usa","category-export","category-china","tag-ai","tag-3855","tag-58","tag-163","tag-14133","tag-261","tag-250","tag-6335","tag-745"],"yoast_head":"\n\uc820\uc2a8 \ud669 \ubd88\ub95c \uc0c1\ub300, \ud654\uc6e8\uc774 \uad00\ub828 \ub370\uc774\ud130\uc13c\ud130 \uc9c0\ubd84 \uac04\uc811 \ubcf4\uc720 \ud655\uc778\ub3fc SanctionLab<\/title>\n<meta name=\"description\" content=\"\uc820\uc2a8 \ud669(Jensen Huang) \uc804 \uc5d4\ube44\ub514\uc544(Nvidia) 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