{"id":3116,"date":"2025-12-31T00:28:22","date_gmt":"2025-12-31T00:28:22","guid":{"rendered":"https:\/\/ihavenomoney.co.kr\/?p=3116"},"modified":"2025-12-31T00:28:22","modified_gmt":"2025-12-31T00:28:22","slug":"tsmc%eb%8a%94-%eb%a9%94%eb%aa%a8%eb%a6%ac%eb%8f%84-%eb%a7%8c%eb%93%a4-%ec%88%98-%ec%9e%88%eb%82%98","status":"publish","type":"post","link":"https:\/\/ihavenomoney.co.kr\/?p=3116","title":{"rendered":"TSMC\ub294 \uba54\ubaa8\ub9ac\ub3c4 \ub9cc\ub4e4 \uc218 \uc788\ub098?"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">\ud83d\udd39 TSMC\ub294 \uba54\ubaa8\ub9ac\ub3c4 \ub9cc\ub4e4 \uc218 \uc788\ub098?<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u2705 <strong>\uae30\uc220\uc801\uc73c\ub85c\ub294 \uac00\ub2a5<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>TSMC\ub294 <strong>\uc138\uacc4 \ucd5c\uace0 \uc218\uc900\uc758 \ubc18\ub3c4\uccb4 \ud30c\uc6b4\ub4dc\ub9ac<\/strong>\ub85c<br>\ub85c\uc9c1 \ubc18\ub3c4\uccb4(CPU, GPU, AI \uce69) \uacf5\uc815 \uae30\uc220\uc740 \uba54\ubaa8\ub9ac\ubcf4\ub2e4 <strong>\ub354 \ubcf5\uc7a1<\/strong>\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uacfc\uac70\uc5d0 <strong>SRAM<\/strong>, <strong>\uc784\ubca0\ub514\ub4dc DRAM(eDRAM)<\/strong>, <strong>eFlash<\/strong> \uac19\uc740<br>\ud83d\udc49 <em>\ub85c\uc9c1 \uce69 \ub0b4\ubd80\uc5d0 \ub4e4\uc5b4\uac00\ub294 \uba54\ubaa8\ub9ac<\/em>\ub294 \uc2e4\uc81c\ub85c \uc0dd\uc0b0\ud574 \uc654\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p>\uc989,<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>**\u201c\ubabb \ub9cc\ub4dc\ub294 \ud68c\uc0ac\u201d\uac00 \uc544\ub2c8\ub77c \u201c\uc548 \ub9cc\ub4dc\ub294 \ud68c\uc0ac\u201d**\uc785\ub2c8\ub2e4.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u274c <strong>\ud558\uc9c0\ub9cc DRAM \/ NAND \uac19\uc740 \u2018\uba54\uc778 \uba54\ubaa8\ub9ac\u2019\ub294 \uc548 \ud568<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\uc774\uc720 1\ufe0f\u20e3 \uc0ac\uc5c5 \ubaa8\ub378 \ucc28\uc774<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\uad6c\ubd84<\/th><th>TSMC<\/th><th>\uc0bc\uc131 \/ SK\ud558\uc774\ub2c9\uc2a4<\/th><\/tr><\/thead><tbody><tr><td>\ud575\uc2ec<\/td><td>\ud30c\uc6b4\ub4dc\ub9ac(\uc704\ud0c1\uc0dd\uc0b0)<\/td><td>IDM(\uc124\uacc4+\uc0dd\uc0b0)<\/td><\/tr><tr><td>\uc8fc\ub825<\/td><td>CPU\u00b7GPU\u00b7AI\u00b7AP<\/td><td>DRAM\u00b7NAND<\/td><\/tr><tr><td>\uacbd\uc7c1\ub825<\/td><td>\ucd08\ubbf8\uc138 \uacf5\uc815<\/td><td>\ub300\ub7c9\uc0dd\uc0b0\u00b7\uc6d0\uac00<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uba54\ubaa8\ub9ac\ub294 <strong>\uaddc\ubaa8\uc758 \uacbd\uc81c + \uc6d0\uac00 \uc2f8\uc6c0<\/strong><\/li>\n\n\n\n<li>TSMC\ub294 <strong>\uace0\ub9c8\uc9c4 \ub85c\uc9c1 \uce69<\/strong>\uc5d0 \ud2b9\ud654<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">\uc774\uc720 2\ufe0f\u20e3 \uace0\uac1d\uacfc\uc758 \ucda9\ub3cc<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>TSMC \uace0\uac1d\uc5d0\ub294:\n<ul class=\"wp-block-list\">\n<li><strong>Apple<\/strong><\/li>\n\n\n\n<li><strong>NVIDIA<\/strong><\/li>\n\n\n\n<li><strong>AMD<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>\ubc18\uba74 \uba54\ubaa8\ub9ac \uace0\uac1d\uc740:\n<ul class=\"wp-block-list\">\n<li><strong>Samsung Electronics<\/strong><\/li>\n\n\n\n<li><strong>SK hynix<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc49 TSMC\uac00 \uba54\ubaa8\ub9ac\uc5d0 \ub6f0\uc5b4\ub4e4\uba74<br><strong>\uace0\uac1d\uacfc \uacbd\uc7c1\ud558\ub294 \uad6c\uc870<\/strong>\uac00 \ub418\uc5b4 \ud30c\uc6b4\ub4dc\ub9ac \uc2e0\ub8b0\uac00 \uae68\uc9d0<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">\uc774\uc720 3\ufe0f\u20e3 \uc218\uc775\uc131 \ubb38\uc81c<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>DRAM \/ NAND\ub294 <strong>\uac00\uaca9 \ubcc0\ub3d9\uc131 \uc2ec\ud568<\/strong><\/li>\n\n\n\n<li>TSMC\ub294:\n<ul class=\"wp-block-list\">\n<li>3nm \/ 2nm \uac19\uc740 <strong>\ucd08\uace0\uac00 \uacf5\uc815<\/strong><\/li>\n\n\n\n<li><strong>\uc548\uc815\uc801 \uc7a5\uae30 \uacc4\uc57d<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>\uad73\uc774 \ub9ac\uc2a4\ud06c \ud070 \uba54\ubaa8\ub9ac\uc5d0 \ub4e4\uc5b4\uac08 \uc774\uc720 \u274c<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udd39 \ud604\uc7ac TSMC\uac00 \ub9cc\ub4dc\ub294 \u201c\uba54\ubaa8\ub9ac \uad00\ub828 \uac83\u201d<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u2705 <strong>SRAM<\/strong> (CPU\u00b7GPU \uce90\uc2dc)<\/li>\n\n\n\n<li>\u2705 <strong>eDRAM \/ eFlash<\/strong> (MCU\u00b7SoC \ub0b4\ubd80)<\/li>\n\n\n\n<li>\u274c <strong>DRAM \/ NAND (\uba54\uc778 \uba54\ubaa8\ub9ac)<\/strong><\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\ud55c \uc904 \uc694\uc57d \u270d\ufe0f<\/h2>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>TSMC\ub294 \uba54\ubaa8\ub9ac\ub97c \u201c\ub9cc\ub4e4 \uc218\ub294 \uc788\uc9c0\ub9cc\u201d,<br>\uc804\ub7b5\uc801\uc73c\ub85c DRAM\u00b7NAND \uc0ac\uc5c5\uc740 \ud558\uc9c0 \uc54a\ub294\ub2e4.<\/strong><\/p>\n<\/blockquote>\n\n\n\n<p>\uc6d0\ud558\uc2dc\uba74<br>\ud83d\udc49 <strong>\uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4\uc640 TSMC\uc758 \uacf5\uc815\u00b7\uc218\uc775 \uad6c\uc870 \ube44\uad50<\/strong><br>\ud83d\udc49 <strong>AI \uc2dc\ub300\uc5d0 \uba54\ubaa8\ub9ac vs \ud30c\uc6b4\ub4dc\ub9ac \ub204\uac00 \ub354 \uc720\ub9ac\ud55c\uac00<\/strong><br>\uac19\uc740 \uc8fc\uc81c\ub85c\ub3c4 \uc124\uba85\ud574 \ub4dc\ub9b4\uac8c\uc694.<\/p>\n\n\n\n<p>\uc88b\uc740 \ud3ec\uc778\ud2b8\ub97c \uc9da\uc73c\uc168\uc5b4\uc694.<br>\uadf8\ub7fc **\u201cAI \uc2dc\ub300\uc5d0 \uba54\ubaa8\ub9ac vs \ud30c\uc6b4\ub4dc\ub9ac, \ub204\uac00 \ub354 \uc720\ub9ac\ud55c\uac00?\u201d**\ub97c <strong>\uad6c\uc870\u00b7\uc218\uc775\u00b7\uae30\uc220\u00b7\ub9ac\uc2a4\ud06c<\/strong> \uad00\uc810\uc5d0\uc11c \uba85\ud655\ud558\uac8c \uc815\ub9ac\ud574\ubcfc\uac8c\uc694.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\ud83d\udd39 \uacb0\ub860 \uba3c\uc800<\/h2>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>\ub2e8\uae30\u00b7\uc911\uae30(\ud604\uc7ac~5\ub144)<\/strong> \u2192 **\ud30c\uc6b4\ub4dc\ub9ac(\ud2b9\ud788 AI \ub85c\uc9c1)**\uac00 \ub354 \uc720\ub9ac<br><strong>\uc911\uc7a5\uae30(5~10\ub144)<\/strong> \u2192 **\uba54\ubaa8\ub9ac(\ud2b9\ud788 HBM)**\uc758 \uc804\ub7b5\uc801 \uac00\uce58\uac00 \uae09\uc0c1\uc2b9<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">1\ufe0f\u20e3 AI \uc2dc\ub300\uc758 \ud575\uc2ec \uad6c\uc870<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/semiwiki.com\/wp-content\/uploads\/2024\/09\/Semiconductor-AI-Supply-Chain-2024-scaled.jpg\" alt=\"https:\/\/semiwiki.com\/wp-content\/uploads\/2024\/09\/Semiconductor-AI-Supply-Chain-2024-scaled.jpg\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/semiengineering.com\/wp-content\/uploads\/Fig01_Rambus_HBMstack.png?fit=1594%2C916&amp;ssl=1\" alt=\"https:\/\/i0.wp.com\/semiengineering.com\/wp-content\/uploads\/Fig01_Rambus_HBMstack.png?fit=1594%2C916&amp;ssl=1\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.nextplatform.com\/wp-content\/uploads\/2022\/10\/ibm-aiu-accelerator-card.jpg\" alt=\"https:\/\/www.nextplatform.com\/wp-content\/uploads\/2022\/10\/ibm-aiu-accelerator-card.jpg\"\/><\/figure>\n\n\n\n<p>AI \uce69\uc740 <strong>\ud63c\uc790\uc11c \uc77c\ud558\uc9c0 \ubabb\ud569\ub2c8\ub2e4<\/strong>.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>&#91; AI \ub85c\uc9c1 \uce69 (GPU\/ASIC) ]  \u2190 \ud30c\uc6b4\ub4dc\ub9ac\n        +\n&#91; \ucd08\uace0\uc18d \uba54\ubaa8\ub9ac (HBM) ]   \u2190 \uba54\ubaa8\ub9ac\n<\/code><\/pre>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5f0\uc0b0\uc740 \ub85c\uc9c1<\/li>\n\n\n\n<li><strong>\uc131\ub2a5 \ubcd1\ubaa9\uc740 \uba54\ubaa8\ub9ac<\/strong><\/li>\n\n\n\n<li>\ub458 \uc911 \ud558\ub098\ub77c\ub3c4 \uc5c6\uc73c\uba74 AI \uc131\ub2a5\uc774 \uc548 \ub098\uc634<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">2\ufe0f\u20e3 \ud30c\uc6b4\ub4dc\ub9ac\uac00 \uc720\ub9ac\ud55c \uc774\uc720 (\ud604\uc7ac \uc2dc\uc810)<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udd25 \uc774\uc720 1: AI \uce69 \ud3ed\uc99d<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI \uc218\uc694 = GPU\/ASIC \uc218\uc694<\/li>\n\n\n\n<li>\ub300\ud45c \uace0\uac1d:\n<ul class=\"wp-block-list\">\n<li><strong>NVIDIA<\/strong><\/li>\n\n\n\n<li><strong>AMD<\/strong><\/li>\n\n\n\n<li><strong>Google (TPU)<\/strong><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>\uc774 \uce69\ub4e4\uc740 \ub300\ubd80\ubd84 **TSMC**\uc5d0\uc11c \uc0dd\uc0b0<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc49 <strong>AI \ubd90 = \ud30c\uc6b4\ub4dc\ub9ac \uac00\ub3d9\ub960 100%<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udcb0 \uc774\uc720 2: \ub9c8\uc9c4 \uad6c\uc870<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\uad6c\ubd84<\/th><th>\ud30c\uc6b4\ub4dc\ub9ac<\/th><th>\uba54\ubaa8\ub9ac<\/th><\/tr><\/thead><tbody><tr><td>\uac00\uaca9 \uacb0\uc815<\/td><td>\uacc4\uc57d \uae30\ubc18<\/td><td>\uc2dc\uc7a5 \uac00\uaca9<\/td><\/tr><tr><td>\ubcc0\ub3d9\uc131<\/td><td>\ub0ae\uc74c<\/td><td>\ub9e4\uc6b0 \ub192\uc74c<\/td><\/tr><tr><td>\ub9c8\uc9c4<\/td><td>\uc548\uc815\uc801 \uace0\ub9c8\uc9c4<\/td><td>\uc0ac\uc774\ud074 \uc2ec\ud568<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>TSMC 3nm\u00b72nm \uacf5\uc815 \u2192 <strong>\u201c\ub300\uccb4 \ubd88\uac00\u201d<\/strong><\/li>\n\n\n\n<li>\uac00\uaca9 \ud611\uc0c1\ub825\uc740 \ud30c\uc6b4\ub4dc\ub9ac \ucabd\uc774 \ud6e8\uc52c \uac15\ud568<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83e\udde0 \uc774\uc720 3: \uae30\uc220 \uc9c4\uc785\uc7a5\ubcbd<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>EUV, GAA, CoWoS \ud328\ud0a4\uc9d5<\/li>\n\n\n\n<li>\uc218\uc728 \ud655\ubcf4\uae4c\uc9c0 <strong>\uc218\ub144<\/strong><\/li>\n\n\n\n<li>\uc2e0\uaddc \uc9c4\uc785 \uc0ac\uc2e4\uc0c1 \ubd88\uac00\ub2a5<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc49 <strong>AI \ub85c\uc9c1 = \ub3c5\uc810\uc801 \uad6c\uc870<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">3\ufe0f\u20e3 \uadf8\ub7fc \uba54\ubaa8\ub9ac\ub294 \uc65c \ub2e4\uc2dc \uc911\uc694\ud574\uc9c0\ub294\uac00?<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/i0.wp.com\/semiengineering.com\/wp-content\/uploads\/Fig01_Rambus_HBMstack.png?fit=1594%2C916&amp;ssl=1\" alt=\"https:\/\/i0.wp.com\/semiengineering.com\/wp-content\/uploads\/Fig01_Rambus_HBMstack.png?fit=1594%2C916&amp;ssl=1\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/tse1.mm.bing.net\/th\/id\/OIP.WAdrg3ZjIYvZ7TRUDpGf1QHaEc?cb=ucfimg2&amp;ucfimg=1&amp;w=474&amp;h=379&amp;c=7&amp;p=0\" alt=\"https:\/\/dmassets.micron.com\/is\/image\/microntechnology\/product-hbm3e-12-stack?dpr=off&amp;ts=1724370835501\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/ayarlabs.com\/wp-content\/uploads\/2024\/05\/Memory_Wall_Chart.svg\" alt=\"https:\/\/ayarlabs.com\/wp-content\/uploads\/2024\/05\/Memory_Wall_Chart.svg\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u26a1 \ud575\uc2ec \ud0a4\uc6cc\ub4dc: <strong>HBM (High Bandwidth Memory)<\/strong><\/h3>\n\n\n\n<p>AI\uc5d0\uc11c \uac00\uc7a5 \ud070 \ubcd1\ubaa9:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\u275d \uc5f0\uc0b0 \uc18d\ub3c4 \u274c \u2192 <strong>\uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed \u2b55<\/strong> \u275e<\/p>\n<\/blockquote>\n\n\n\n<ul class=\"wp-block-list\">\n<li>GPU\uac00 \uc544\ubb34\ub9ac \ube68\ub77c\ub3c4<\/li>\n\n\n\n<li>\uba54\ubaa8\ub9ac\uac00 \ub290\ub9ac\uba74 \uc131\ub2a5 \uae09\ub77d<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udd11 HBM\uc740 \uc644\uc804\ud788 \ub2e4\ub974\ub2e4<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\uc77c\ubc18 DRAM<\/th><th>HBM<\/th><\/tr><\/thead><tbody><tr><td>\ubc94\uc6a9<\/td><td>AI \uc804\uc6a9<\/td><\/tr><tr><td>\uac00\uaca9 \uacbd\uc7c1<\/td><td>\uae30\uc220 \uacbd\uc7c1<\/td><\/tr><tr><td>\uacf5\uae09 \uacfc\uc789<\/td><td><strong>\ud56d\uc0c1 \ubd80\uc871<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>NVIDIA AI GPU = <strong>HBM \uc5c6\uc73c\uba74 \ucd9c\ud558 \ubd88\uac00<\/strong><\/li>\n\n\n\n<li>HBM\uc740 <strong>\uc120\ub2e8 \uacf5\uc815 + \uc801\uce35 \uae30\uc220 + \ud328\ud0a4\uc9d5<\/strong> \uacb0\ud569<\/li>\n<\/ul>\n\n\n\n<p>\ud83d\udc49 <strong>HBM\uc740 \u2018\uba54\ubaa8\ub9ac\uc9c0\ub9cc \ud30c\uc6b4\ub4dc\ub9ac\uae09 \ub09c\uc774\ub3c4\u2019<\/strong><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">4\ufe0f\u20e3 \ub204\uac00 \uac00\uc7a5 \uc720\ub9ac\ud55c \ud3ec\uc9c0\uc158\uc778\uac00?<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83e\udd47 \ucd5c\uac15 \uc870\ud569<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>NVIDIA<\/strong><br>(\uc124\uacc4 + \ud50c\ub7ab\ud3fc \uc9c0\ubc30)<\/li>\n\n\n\n<li><strong>TSMC<\/strong><br>(AI \ub85c\uc9c1 + \ud328\ud0a4\uc9d5)<\/li>\n\n\n\n<li><strong>SK hynix<\/strong><br>(HBM \uae30\uc220 \uc120\ub3c4)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u26a0\ufe0f \uc0c1\ub300\uc801\uc73c\ub85c \uc5b4\ub824\uc6b4 \uacf3<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubc94\uc6a9 DRAM \ube44\uc911\uc774 \ub192\uc740 \uba54\ubaa8\ub9ac \ud68c\uc0ac<\/li>\n\n\n\n<li>AI \uc804\uc6a9 \uba54\ubaa8\ub9ac \ube44\uc911\uc774 \ub0ae\uc73c\uba74 \uc0ac\uc774\ud074 \uc601\ud5a5 \ud07c<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">5\ufe0f\u20e3 \ud22c\uc790\u00b7\uc0b0\uc5c5 \uad00\uc810 \ud55c \uc904 \uc815\ub9ac<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udccc \uc0b0\uc5c5 \ub17c\ub9ac<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AI\ub294 \u2018\uc5f0\uc0b0 + \uba54\ubaa8\ub9ac\u2019\uc758 \ub3d9\uc2dc \ud3ed\ubc1c<\/strong><\/li>\n\n\n\n<li>\uc9c0\uae08\uc740 \ub85c\uc9c1\uc774 \uc8fc\ub3c4<\/li>\n\n\n\n<li>\uace7 <strong>\uba54\ubaa8\ub9ac\uac00 \ubcd1\ubaa9 \u2192 \uac00\uce58 \uc0c1\uc2b9<\/strong><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udccc \ud575\uc2ec \ubb38\uc7a5<\/h3>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p><strong>\u201cAI \uc2dc\ub300\uc758 \uc9c4\uc9dc \uc2b9\uc790\ub294<br>\ud30c\uc6b4\ub4dc\ub9ac\uc640 HBM\uc744 \ub3d9\uc2dc\uc5d0 \uc9c0\ubc30\ud558\ub294 \ucabd\uc774\ub2e4.\u201d<\/strong><\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>\ud83d\udd39 TSMC\ub294 \uba54\ubaa8\ub9ac\ub3c4 \ub9cc\ub4e4 \uc218 \uc788\ub098? \u2705 \uae30\uc220\uc801\uc73c\ub85c\ub294 \uac00\ub2a5 \uc989, **\u201c\ubabb \ub9cc\ub4dc\ub294 \ud68c\uc0ac\u201d\uac00 \uc544\ub2c8\ub77c \u201c\uc548 \ub9cc\ub4dc\ub294 \ud68c\uc0ac\u201d**\uc785\ub2c8\ub2e4. \u274c \ud558\uc9c0\ub9cc DRAM \/ NAND \uac19\uc740 \u2018\uba54\uc778 \uba54\ubaa8\ub9ac\u2019\ub294 \uc548 \ud568 \uc774\uc720 1\ufe0f\u20e3 \uc0ac\uc5c5 \ubaa8\ub378 \ucc28\uc774 \uad6c\ubd84 TSMC \uc0bc\uc131 \/ SK\ud558\uc774\ub2c9\uc2a4 \ud575\uc2ec \ud30c\uc6b4\ub4dc\ub9ac(\uc704\ud0c1\uc0dd\uc0b0) IDM(\uc124\uacc4+\uc0dd\uc0b0) \uc8fc\ub825 CPU\u00b7GPU\u00b7AI\u00b7AP DRAM\u00b7NAND \uacbd\uc7c1\ub825 \ucd08\ubbf8\uc138 \uacf5\uc815 \ub300\ub7c9\uc0dd\uc0b0\u00b7\uc6d0\uac00 \uc774\uc720 2\ufe0f\u20e3 \uace0\uac1d\uacfc\uc758 \ucda9\ub3cc \ud83d\udc49 TSMC\uac00 \uba54\ubaa8\ub9ac\uc5d0 \ub6f0\uc5b4\ub4e4\uba74\uace0\uac1d\uacfc &hellip; <a href=\"https:\/\/ihavenomoney.co.kr\/?p=3116\" class=\"more-link\"><span class=\"screen-reader-text\">TSMC\ub294 \uba54\ubaa8\ub9ac\ub3c4 \ub9cc\ub4e4 \uc218 \uc788\ub098?<\/span> \ub354\ubcf4\uae30 <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[8],"tags":[],"class_list":["post-3116","post","type-post","status-publish","format-standard","hentry","category-stock"],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/3116","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3116"}],"version-history":[{"count":1,"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/3116\/revisions"}],"predecessor-version":[{"id":3117,"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/3116\/revisions\/3117"}],"wp:attachment":[{"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3116"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3116"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ihavenomoney.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3116"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}