AI \uc778\ud504\ub77c \uc2dc\uc7a5\uc758 \ucd5c\uadfc \ubc1c\uc804<\/h3>\n\n- 2024\ub144 6\uc6d4, SK\ud558\uc774\ub2c9\uc2a4(\ud55c\uad6d)\ub294 \uc628\ub514\ubc14\uc774\uc2a4 AI\uc5d0 \ucd5c\uc801\ud654\ub41c PC\uc6a9 SSD\uc778 PCB01\uc744 \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc81c\ud488\uc740 \ucd08\ub2f9 14GB \ubc0f 12GB\uc758 \uc21c\ucc28 \uc77d\uae30 \ubc0f \uc4f0\uae30 \uc18d\ub3c4\ub97c \uc81c\uacf5\ud558\uc5ec AI \ud559\uc2b5 \ubc0f \ucd94\ub860\uc744 \uc704\ud55c \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub3784(LLM)\uc744 \uc6b4\uc601\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n
\n- 2024\ub144 6\uc6d4, Advanced Micro Devices, Inc.(\ubbf8\uad6d)\ub294 Microsoft\uc640 \uc81c\ud734\ud558\uc5ec Ryzen AI \uae30\ubc18 CoPilot+ PC\ub97c \uc81c\uacf5\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud30c\ud2b8\ub108\uc2ed\uc740 AI\uc758 \ube60\ub978 \uac00\uc18d\ud654\ub97c \uc9c0\uc6d0\ud558\uc5ec \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ud50c\ub7ab\ud3fc\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n
\n- 2024\ub144 4\uc6d4, \ubbf8\uad6d \ub9c8\uc774\ud06c\ub860 \ud14c\ud06c\ub180\ub85c\uc9c0\uc640 \ubbf8\uad6d \uc2e4\ubc14\ucf54 \uadf8\ub8f9\uc740 \ud30c\ud2b8\ub108\uc2ed\uc744 \ud655\uc7a5\ud558\uc5ec \ud339 \ud14c\ud06c\ub180\ub85c\uc9c0 \ucf54-\uc635\ud2f0\ub9c8\uc774\uc81c\uc774\uc158(FTCO)\uc774\ub77c\ub294 \uc774\ub984\uc758 AI \uae30\ubc18 \uc194\ub8e8\uc158\uc744 \uac1c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc194\ub8e8\uc158\uc744 \ud1b5\ud574 \uace0\uac1d\uc740 \uc81c\uc870 \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\uc5ec \uba38\uc2e0 \ub7ec\ub2dd \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc2dc\ubbac\ub808\uc774\uc158\uc744 \uc218\ud589\ud558\uace0 \uc6e8\uc774\ud37c \uc81c\uc870 \uacf5\uc815\uc744 \uc2dc\ubbac\ub808\uc774\uc158\ud558\ub294 \ucef4\ud4e8\ud130 \ubaa8\ub378\uc744 \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n
\n- 2024\ub144 3\uc6d4, \uc5d4\ube44\ub514\uc544(\ubbf8\uad6d)\ub294 \ucef4\ud4e8\ud305 \ubc0f AI \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc704\ud55c \uc5d4\ube44\ub514\uc544 \ud000\ud140-X800 \uc778\ud53c\ub2c8\ubc34\ub4dc \ubc0f \uc5d4\ube44\ub514\uc544 \uc2a4\ud399\ud2b8\ub7fc-X800 \uc774\ub354\ub137 \ub124\ud2b8\uc6cc\ud0b9 \ud50c\ub7ab\ud3fc\uc744 \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 800Gbps\uc758 \ucc98\ub9ac\ub7c9\uc744 \uc9c0\uc6d0\ud558\uba70 \ub300\uaddc\ubaa8 AI\ub97c \uc704\ud574 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ub2e4\uc591\ud55c \ub370\uc774\ud130\uc13c\ud130\uc6a9\uc73c\ub85c \uc124\uacc4\ub41c \uc774 \ud50c\ub7ab\ud3fc\uc740 AI \ubc0f \ub370\uc774\ud130 \ucc98\ub9ac \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uac00\uc18d\ud654\ud558\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uac16\ucd94\uace0 \uc788\uc73c\uba70, NVIDIA\uc758 \uc0c8\ub85c\uc6b4 \ube14\ub799\uc6f0 \uc544\ud0a4\ud14d\ucc98\uc640 \ud1b5\ud569\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n
\n- 2024\ub144 2\uc6d4, \uc0bc\uc131(\ud55c\uad6d)\uc740 AI \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uc758 \uace0\uc6a9\ub7c9 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 36GB HBM3E 12H DRAM\uc744 \uac1c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc81c\ud488\uc740 AI \ud559\uc2b5 \uc18d\ub3c4\ub97c 34% \ud5a5\uc0c1\uc2dc\ud0a4\uace0 \ub370\uc774\ud130\uc13c\ud130\uc758 \ucd1d\uc18c\uc720\ube44\uc6a9\uc744 \uc808\uac10\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n
<\/p>\n
\uc8fc\uc694 \uc2dc\uc7a5 \ud50c\ub808\uc774\uc5b4<\/h3>\n
AI \uc778\ud504\ub77c \uc2dc\uc7a5 \uc0c1\uc704 \uae30\uc5c5 \ubaa9\ub85d<\/strong><\/b><\/p>\n\n- NVIDIA Corporation (US)<\/li>\n
- Advanced Micro Devices, Inc. (US)<\/li>\n
- SK HYNIX INC. (South Korea)<\/li>\n
- SAMSUNG (South Korea)<\/li>\n
- Micron Technology, Inc. (US)<\/li>\n<\/ul>\n
\n- Intel Corporation (US)<\/li>\n
- Google (US)<\/li>\n
- Amazon Web Services, Inc. (US)<\/li>\n
- Tesla (US)<\/li>\n
- Microsoft (US)<\/li>\n<\/ul>\n
\n- Meta (US)<\/li>\n
- Graphcore (UK)<\/li>\n
- Cerebras (US)<\/li>\n
- Groq, Inc. (US)<\/li>\n
- Shanghai BiRen Technology Co., Ltd. (China)<\/li>\n<\/ul>\n
<\/p>\n
![\"\"](\"https:\/\/www.globalresearchdata.kr\/wp-content\/uploads\/2025\/02\/1-528.png\")
<\/p>\n
<\/p>\n
\uc18c\uac1c<\/b><\/p>\n
18<\/b><\/p>\n
\uc5f0\uad6c \ubc29\ubc95\ub860<\/b><\/p>\n
20<\/b><\/p>\n
\uc784\uc6d0 \uc694\uc57d<\/b><\/p>\n
22<\/b><\/p>\n
\ud504\ub9ac\ubbf8\uc5c4 \uc778\uc0ac\uc774\ud2b8<\/b><\/p>\n
24<\/b><\/p>\n
\uc2dc\uc7a5 \uac1c\uc694<\/b><\/p>\n
40<\/b><\/p>\n\n- 5.1 \uc18c\uac1c<\/b><\/li>\n
- 5.2 \uc2dc\uc7a5 \uc5ed\ud559<\/b><\/li>\n
- 5.3 \uace0\uac1d\uc758 \ube44\uc988\ub2c8\uc2a4\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \ud2b8\ub80c\ub4dc \/ \uc911\ub2e8<\/b><\/li>\n
- 5.4 \uac00\uaca9 \ubd84\uc11d \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4\uc758 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9 \ucd94\uc138, \uc9c0\uc5ed\ubcc4 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9 \ucd94\uc138 \uacc4\uc0b0<\/b><\/li>\n
- 5.5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/b><\/li>\n
- 5.6 \uc0dd\ud0dc\uacc4 \ubd84\uc11d<\/b><\/li>\n
- 5.7 \ud22c\uc790 \ubc0f \uc790\uae08 \uc870\ub2ec \uc2dc\ub098\ub9ac\uc624<\/b><\/li>\n
- 5.8 \uae30\uc220 \ubd84\uc11d \ud575\uc2ec \uae30\uc220- \uc0dd\uc131 AI- \ub300\ud654 \ud615 AI-AI \ucd5c\uc801\ud654 \ud074\ub77c\uc6b0\ub4dc \ud50c\ub7ab\ud3fc \ubcf4\uc644 \uae30\uc220- \ube14\ub85d \uccb4\uc778- \uc5d0\uc9c0 \ucef4\ud4e8\ud305- \uc0ac\uc774\ubc84 \ubcf4\uc548 \uc778\uc811 \uae30\uc220- \ube45 \ub370\uc774\ud130- \uc608\uce21 \ubd84\uc11d<\/b><\/li>\n
- 5.<\/b> 9 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ubcc4 \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95 \ud604\ud669 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uc758 CAPEX \ud504\ub85c\uc138\uc11c \ubca4\uce58\ub9c8\ud0b9- GPU \ubca4\uce58\ub9c8\ud0b9- CPU \ubca4\uce58\ub9c8\ud0b9 \ud2b9\ud5c8 \ubd84\uc11d \ubb34\uc5ed \ubd84\uc11d- \uc218\uc785 \uc2dc\ub098\ub9ac\uc624- \uc218\ucd9c \uc2dc\ub098\ub9ac\uc624 \uc8fc\uc694 \ucee8\ud37c\ub7f0\uc2a4 \ubc0f \uc774\ubca4\ud2b8 (2024-2025) \uc0ac\ub840 \uc5f0\uad6c \ubd84\uc11d \uaddc\uc81c \ud658\uacbd- \uaddc\uc81c \uae30\uad00,<\/b> \uc815\ubd80 \uae30\uad00 \ubc0f \uae30\ud0c0 \uc870\uc9c1- \uaddc\uc81c \uae30\uc900 \ud3ec\ud130\uc758 \ub2e4\uc12f \uac00\uc9c0 \ud798 \ubd84\uc11d- \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611- \ub300\uccb4\uc7ac\uc758 \uc704\ud611- \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825- \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825- \uacbd\uc7c1 \uacbd\uc7c1\uc758 \uac15\ub3c4 \uc8fc\uc694 \uc774\ud574\uad00\uacc4\uc790 \ubc0f \uad6c\ub9e4 \uae30\uc900- \uad6c\ub9e4 \uacfc\uc815\uc758 \uc8fc\uc694 \uc774\ud574\uad00\uacc4\uc790- \uad6c\ub9e4 \uae30\uc900<\/b><\/li>\n
- <\/li>\n<\/ul>\n
AI \uc11c\ubc84 \uc0b0\uc5c5 \ud658\uacbd<\/b><\/p>\n
80<\/b><\/p>\n\n- 6.1 \uc18c\uac1c<\/b><\/li>\n
- 6.2 AI \uc11c\ubc84\uc758 \ud604\uc7ac \ubcf4\uae09\ub960 \ubc0f \uc131\uc7a5 \uc608\uce21<\/b><\/li>\n
- 6.3 \ud504\ub85c\uc138\uc11c \uc720\ud615\ubcc4 AI \uc11c\ubc84 \uc2dc\uc7a5 GPU \uae30\ubc18 \uc11c\ubc84 FPGA \uae30\ubc18 \uc11c\ubc84 ASIC \uae30\ubc18 \uc11c\ubc84<\/b><\/li>\n
- 6.4 \uae30\ub2a5 \ud6c8\ub828 \ucd94\ub860 \ubcc4 AI \uc11c\ubc84 \uc2dc\uc7a5<\/b><\/li>\n
- 6.5 AI \uc11c\ubc84 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d, 2023 \ub144<\/b><\/li>\n
- <\/li>\n<\/ul>\n
AI \uc778\ud504\ub77c \uc2dc\uc7a5, \uc81c\uacf5 \ubcc4<\/b><\/p>\n
100<\/b><\/p>\n\n- 7.1 \uc18c\uac1c<\/b><\/li>\n
- 7.2 \ucef4\ud4e8\ud2b8 GPU CPU FPGA TPU \ub3c4\uc870 & FSD \ud2b8\ub808\uc774\ub2dd & \uc778\ud37c\ub80c\uc2dc\uc544 \uc544\ud14c\ub098 T-\ud5e4\ub4dc MTIA- LPU- \uae30\ud0c0 ASIC<\/b><\/li>\n
- 7.3 \uba54\ubaa8\ub9ac DDR HBM<\/b><\/li>\n
- 7.4 \ub124\ud2b8\uc6cc\ud06c NIC\/\ub124\ud2b8\uc6cc\ud06c \uc5b4\ub311\ud130- \uc778\ud53c\ub2c8\ubc34\ub4dc- \uc774\ub354\ub137 \uc778\ud130\ucee4\ub125\ud2b8<\/b><\/li>\n
- 7.5 \uc2a4\ud1a0\ub9ac\uc9c0<\/b><\/li>\n
- 7.6 \uc11c\ubc84 \uc18c\ud504\ud2b8\uc6e8\uc5b4<\/b><\/li>\n
- <\/li>\n<\/ul>\n
\uae30\ub2a5\ubcc4 AI \uc778\ud504\ub77c\uc2a4\ud2b8\ub7ed\ucc98 \uc2dc\uc7a5<\/b><\/p>\n
120<\/b><\/p>\n\n- 8.1 \uc18c\uac1c<\/b><\/li>\n
- 8.2 \ud2b8\ub808\uc774\ub2dd<\/b><\/li>\n
- 8.3 \ucd94\ub860<\/b><\/li>\n
- <\/li>\n<\/ul>\n
\ubc30\ud3ec\ubcc4 AI \uc778\ud504\ub77c \uc2dc\uc7a5<\/b><\/p>\n
150<\/b><\/p>\n\n- 9.1 \uc18c\uac1c<\/b><\/li>\n
- 9.2 \uc628\ud504\ub808\ubbf8\uc2a4<\/b><\/li>\n
- 9.3 \ud074\ub77c\uc6b0\ub4dc<\/b><\/li>\n
- 9.4 \ud558\uc774\ube0c\ub9ac\ub4dc \uc18c\uac1c \uc81c\ub108\ub808\uc774\ud2f0\ube0c AI- \uaddc\uce59 \uae30\ubc18 \ubaa8\ub378- \ud1b5\uacc4 \ubaa8\ub378- \ub525\ub7ec\ub2dd- \uc0dd\uc131\uc801 \uc801\ub300 \uc2e0\uacbd\ub9dd(GAN)- \uc790\ub3d9 \uc778\ucf54\ub354- \ucee8\ubcfc\ub8e8\uc158 \uc2e0\uacbd\ub9dd(CNN)- \ud2b8\ub79c\uc2a4\ud3ec\uba38 \ubaa8\ub378 \uae30\uacc4 \ud559\uc2b5 \uc790\uc5f0\uc5b4 \ucc98\ub9ac \ucef4\ud4e8\ud130 \ube44\uc804 \ucef4\ud4e8\ud130 \ube44\uc804<\/b><\/li>\n
- <\/li>\n<\/ul>\n
\ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4 AI \uc778\ud504\ub77c \uc2dc\uc7a5<\/b><\/p>\n
190<\/b><\/p>\n
\uc18c\uac1c<\/p>\n
\ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4(CSP)<\/p>\n
\uc5d4\ud130\ud504\ub77c\uc774\uc988<\/p>\n
– \ud5ec\uc2a4\ucf00\uc5b4<\/p>\n
– BFSI<\/p>\n
– \uc790\ub3d9\ucc28<\/p>\n
– \uc18c\ub9e4 \ubc0f \uc774\ucee4\uba38\uc2a4<\/p>\n
– \ubbf8\ub514\uc5b4 & \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8<\/p>\n
– \uae30\ud0c0<\/p>\n
\uc815\ubd80 \uae30\uad00<\/p>\n
\uc9c0\uc5ed\ubcc4 AI \uc778\ud504\ub77c \uc2dc\uc7a5<\/b><\/p>\n
240<\/b><\/p>\n
\uc18c\uac1c<\/p>\n
\ubd81\ubbf8<\/p>\n
– \uac70\uc2dc \uacbd\uc81c \uc804\ub9dd<\/p>\n
– \ubbf8\uad6d<\/p>\n
– \uce90\ub098\ub2e4<\/p>\n
– \uba55\uc2dc\ucf54<\/p>\n
\uc720\ub7fd<\/p>\n
– \uac70\uc2dc \uacbd\uc81c \uc804\ub9dd<\/p>\n
– \uc601\uad6d<\/p>\n
– \ub3c5\uc77c<\/p>\n
– \ud504\ub791\uc2a4<\/p>\n
– \uc774\ud0c8\ub9ac\uc544<\/p>\n
– \uc2a4\ud398\uc778<\/p>\n
– \uae30\ud0c0 \uc720\ub7fd<\/p>\n
\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n
– \uac70\uc2dc \uacbd\uc81c \uc804\ub9dd<\/p>\n
– \uc911\uad6d<\/p>\n
– \uc77c\ubcf8<\/p>\n
– \ub300\ud55c\ubbfc\uad6d<\/p>\n
– \uc778\ub3c4<\/p>\n
– \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed<\/p>\n
ROW<\/p>\n
– \uac70\uc2dc \uacbd\uc81c \uc804\ub9dd<\/p>\n
– \uc911\ub3d9<\/p>\n
– \uc544\ud504\ub9ac\uce74<\/p>\n
– \ub0a8\ubbf8<\/p>\n
AI \uc778\ud504\ub77c \uc2dc\uc7a5, \uacbd\uc7c1 \ud658\uacbd<\/b><\/p>\n
260<\/b><\/p>\n
\uc18c\uac1c<\/p>\n
\uc8fc\uc694 \ud50c\ub808\uc774\uc5b4 \uc804\ub7b5\/\uc6b0\uc704 \ud655\ubcf4<\/p>\n
\uc218\uc775 \ubd84\uc11d<\/p>\n
\uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/p>\n
\uae30\uc5c5 \uac00\uce58 \ud3c9\uac00 \ubc0f \uc7ac\ubb34 \uc9c0\ud45c<\/p>\n
\uc81c\ud488\/\ube0c\ub79c\ub4dc \ube44\uad50<\/p>\n
\uae30\uc5c5 \ud3c9\uac00 \ub9e4\ud2b8\ub9ad\uc2a4: \uc8fc\uc694 \uae30\uc5c5, 2023\ub144<\/p>\n
– Stars<\/p>\n
– \uc2e0\ud765 \ub9ac\ub354<\/p>\n
– \ud37c\ubca0\uc774\uc2dc\ube0c \ud50c\ub808\uc774\uc5b4<\/p>\n
– \ucc38\uc5ec \uae30\uc5c5<\/p>\n
– \uae30\uc5c5 \ubc1c\uc790\uad6d: \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4, 2023<\/p>\n
\uae30\uc5c5 \ud3c9\uac00 \ub9e4\ud2b8\ub9ad\uc2a4: \uc2a4\ud0c0\ud2b8\uc5c5\/SME, 2023\ub144<\/p>\n
– \uc9c4\ubcf4\uc801 \uae30\uc5c5<\/p>\n
– \ubc18\uc751\ud615 \uae30\uc5c5<\/p>\n
– \uc5ed\ub3d9\uc801\uc778 \uae30\uc5c5<\/p>\n
– \uc2dc\uc791 \ube14\ub85d<\/p>\n
– \uacbd\uc7c1\uc0ac \ubca4\uce58\ub9c8\ud0b9: \uc2a4\ud0c0\ud2b8\uc5c5\/\uc911\uc18c\uae30\uc5c5, 2023\ub144<\/p>\n
\uacbd\uc7c1 \uc2dc\ub098\ub9ac\uc624 \ubc0f \ud2b8\ub80c\ub4dc<\/p>\n
– \uc81c\ud488 \ucd9c\uc2dc<\/p>\n
– \uac70\ub798<\/p>\n
AI \uc778\ud504\ub77c \uc2dc\uc7a5, \uae30\uc5c5 \ud504\ub85c\ud544<\/b><\/p>\n
290<\/b><\/p>\n
\uc8fc\uc694 \ud50c\ub808\uc774\uc5b4<\/p>\n
– \uc5d4\ube44\ub514\uc544 \uc8fc\uc2dd\ud68c\uc0ac<\/p>\n
– \uc5b4\ub4dc\ubc34\uc2a4\ub4dc \ub9c8\uc774\ud06c\ub85c \ub514\ubc14\uc774\uc2a4, Inc.<\/p>\n
– SK Hynix INC.<\/p>\n
– Samsung<\/p>\n
– \ub9c8\uc774\ud06c\ub860 \ud14c\ud06c\ub180\ub85c\uc9c0, Inc.<\/p>\n
– \uc778\ud154 \uc8fc\uc2dd\ud68c\uc0ac<\/p>\n
– Google<\/p>\n
– \uc544\ub9c8\uc874 \uc6f9 \uc11c\ube44\uc2a4, Inc.<\/p>\n
– Tesla<\/p>\n
– Microsoft<\/p>\n
– Meta<\/p>\n
– Graphcore<\/p>\n
– Cerebras<\/p>\n
\ub2e4\ub978 \ud50c\ub808\uc774\uc5b4<\/p>\n
– Kioxia<\/p>\n
– \uc6e8\uc2a4\ud134 \ub514\uc9c0\ud138 \ucf54\ud37c\ub808\uc774\uc158<\/p>\n
– Mythic<\/p>\n
– Blaize<\/p>\n
– Groq, Inc.<\/p>\n
– \ud558\uc77c\ub85c \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4<\/p>\n
– SiMa Technologies, Inc.<\/p>\n
– Kneron, Inc.<\/p>\n
– \ub808\uc778 \ub274\ub85c\ubaa8\ud53d\uc2a4 Inc.<\/p>\n
– Tenstorrent<\/p>\n
– \uc0bc\ubc14\ub178\ubc14 \uc2dc\uc2a4\ud15c\uc988, Inc.<\/p>\n
– Taalas<\/p>\n
– SAPEON Inc.<\/p>\n
– Rebellions Inc.<\/p>\n
– Rivos Inc.<\/p>\n
– \uc0c1\ud558\uc774 \ube44\ub80c \ud14c\ud06c\ub180\ub85c\uc9c0 \uc8fc\uc2dd\ud68c\uc0ac<\/p>\n
\ubd80\ub85d<\/b><\/p>\n
310<\/b><\/p>\n
\ud1a0\ub860 \uac00\uc774\ub4dc<\/p>\n
\uc9c0\uc2dd \uc800\uc7a5\uc18c: \ub9c8\ucf13\uc564\ub9c8\ucf13\uc758 \uad6c\ub3c5 \ud3ec\ud138<\/p>\n
\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815<\/p>\n
\uad00\ub828 \ubcf4\uace0\uc11c<\/p>\n
\uc791\uc131\uc790 \uc138\ubd80 \uc815\ubcf4<\/p>\n
<\/p>\n
![\"\"](\"https:\/\/www.globalresearchdata.kr\/wp-content\/uploads\/2025\/02\/2-397.png\")
<\/p>\n","protected":false},"excerpt":{"rendered":"
AI \uc778\ud504\ub77c \uc2dc\uc7a5 \uaddc\ubaa8, \uc810\uc720\uc728 \ubc0f \ub3d9\ud5a5<\/p>\n
\uc804 \uc138\uacc4 AI \uc778\ud504\ub77c \uc2dc\uc7a5\uc740 2024\ub144 1,358.1\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 3,944.6\uc5b5 \ub2ec\ub7ec\ub85c 2024~2030\ub144 \uae30\uac04 \ub3d9\uc548 19.4%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.
\nAI \uc778\ud504\ub77c \uc2dc\uc7a5\uc740 \ubcf5\uc7a1\ud55c AI \uc6cc\ud06c\ub85c\ub4dc\ub97c \uad00\ub9ac\ud558\uace0 \ub354 \ube60\ub974\uace0 \ud6a8\uc728\uc801\uc778 \ub370\uc774\ud130 \ucc98\ub9ac\ub97c \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC)\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \uacac\uace0\ud55c \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0dd\uc131 AI(GenAI) \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uacfc \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378(LLM)\uc758 \uae09\uc99d\uc73c\ub85c \uc778\ud574 \uace0\uae09 AI \uc778\ud504\ub77c\uc758 \ud544\uc694\uc131\uc774 \ub354\uc6b1 \uc99d\ud3ed\ub418\uace0 \uc788\ub294\ub370, \uc774\ub7ec\ud55c \ubaa8\ub378\uc740 AI \uc6cc\ud06c\ub85c\ub4dc\uc758 \ud559\uc2b5 \ubc0f \ucd94\ub860\uc744 \uc704\ud574 \ub9c9\ub300\ud55c \uc5f0\uc0b0 \ub2a5\ub825\uc744 \ud544\uc694\ub85c \ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4(CSP)\ub294 \ud655\uc7a5 \uac00\ub2a5\ud558\uace0 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\uae30 \uc704\ud574 AI \uc778\ud504\ub77c\ub97c \uc810\uc810 \ub354 \ub9ce\uc774 \ucc44\ud0dd\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc2dc\uc7a5 \ud655\ub300\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. NVIDIA\uc758 \ucd5c\ucca8\ub2e8 \ube14\ub799\uc6f0 GPU \uc544\ud0a4\ud14d\ucc98\uc640 \uac19\uc740 \uae30\uc220 \ubc1c\uc804\uc740 \ud0c1\uc6d4\ud55c \uc131\ub2a5\uacfc \ud655\uc7a5\uc131\uc744 \uc81c\uacf5\ud568\uc73c\ub85c\uc368 AI \uc778\ud504\ub77c \ub3c4\uc785\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 GenAI \ubc0f LLM \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \uc99d\uac00\ud558\ub294 \uc218\uc694\ub97c \uc9c0\uc6d0\ud558\ub294 \ub370 \uc774\uc0c1\uc801\uc785\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-17196","post","type-post","status-publish","format-standard","hentry","category-market-report"],"_links":{"self":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/17196"}],"collection":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/comments?post=17196"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/17196\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=17196"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=17196"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=17196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- \n
- 2024\ub144 6\uc6d4, Advanced Micro Devices, Inc.(\ubbf8\uad6d)\ub294 Microsoft\uc640 \uc81c\ud734\ud558\uc5ec Ryzen AI \uae30\ubc18 CoPilot+ PC\ub97c \uc81c\uacf5\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud30c\ud2b8\ub108\uc2ed\uc740 AI\uc758 \ube60\ub978 \uac00\uc18d\ud654\ub97c \uc9c0\uc6d0\ud558\uc5ec \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ud50c\ub7ab\ud3fc\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n
- \n
- 2024\ub144 4\uc6d4, \ubbf8\uad6d \ub9c8\uc774\ud06c\ub860 \ud14c\ud06c\ub180\ub85c\uc9c0\uc640 \ubbf8\uad6d \uc2e4\ubc14\ucf54 \uadf8\ub8f9\uc740 \ud30c\ud2b8\ub108\uc2ed\uc744 \ud655\uc7a5\ud558\uc5ec \ud339 \ud14c\ud06c\ub180\ub85c\uc9c0 \ucf54-\uc635\ud2f0\ub9c8\uc774\uc81c\uc774\uc158(FTCO)\uc774\ub77c\ub294 \uc774\ub984\uc758 AI \uae30\ubc18 \uc194\ub8e8\uc158\uc744 \uac1c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc194\ub8e8\uc158\uc744 \ud1b5\ud574 \uace0\uac1d\uc740 \uc81c\uc870 \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\uc5ec \uba38\uc2e0 \ub7ec\ub2dd \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc2dc\ubbac\ub808\uc774\uc158\uc744 \uc218\ud589\ud558\uace0 \uc6e8\uc774\ud37c \uc81c\uc870 \uacf5\uc815\uc744 \uc2dc\ubbac\ub808\uc774\uc158\ud558\ub294 \ucef4\ud4e8\ud130 \ubaa8\ub378\uc744 \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n
- \n
- 2024\ub144 3\uc6d4, \uc5d4\ube44\ub514\uc544(\ubbf8\uad6d)\ub294 \ucef4\ud4e8\ud305 \ubc0f AI \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc704\ud55c \uc5d4\ube44\ub514\uc544 \ud000\ud140-X800 \uc778\ud53c\ub2c8\ubc34\ub4dc \ubc0f \uc5d4\ube44\ub514\uc544 \uc2a4\ud399\ud2b8\ub7fc-X800 \uc774\ub354\ub137 \ub124\ud2b8\uc6cc\ud0b9 \ud50c\ub7ab\ud3fc\uc744 \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 800Gbps\uc758 \ucc98\ub9ac\ub7c9\uc744 \uc9c0\uc6d0\ud558\uba70 \ub300\uaddc\ubaa8 AI\ub97c \uc704\ud574 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ub2e4\uc591\ud55c \ub370\uc774\ud130\uc13c\ud130\uc6a9\uc73c\ub85c \uc124\uacc4\ub41c \uc774 \ud50c\ub7ab\ud3fc\uc740 AI \ubc0f \ub370\uc774\ud130 \ucc98\ub9ac \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uac00\uc18d\ud654\ud558\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uac16\ucd94\uace0 \uc788\uc73c\uba70, NVIDIA\uc758 \uc0c8\ub85c\uc6b4 \ube14\ub799\uc6f0 \uc544\ud0a4\ud14d\ucc98\uc640 \ud1b5\ud569\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n
- \n
- 2024\ub144 2\uc6d4, \uc0bc\uc131(\ud55c\uad6d)\uc740 AI \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uc758 \uace0\uc6a9\ub7c9 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 36GB HBM3E 12H DRAM\uc744 \uac1c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc81c\ud488\uc740 AI \ud559\uc2b5 \uc18d\ub3c4\ub97c 34% \ud5a5\uc0c1\uc2dc\ud0a4\uace0 \ub370\uc774\ud130\uc13c\ud130\uc758 \ucd1d\uc18c\uc720\ube44\uc6a9\uc744 \uc808\uac10\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n
<\/p>\n
\uc8fc\uc694 \uc2dc\uc7a5 \ud50c\ub808\uc774\uc5b4<\/h3>\n
AI \uc778\ud504\ub77c \uc2dc\uc7a5 \uc0c1\uc704 \uae30\uc5c5 \ubaa9\ub85d<\/strong><\/b><\/p>\n
- \n
- NVIDIA Corporation (US)<\/li>\n
- Advanced Micro Devices, Inc. (US)<\/li>\n
- SK HYNIX INC. (South Korea)<\/li>\n
- SAMSUNG (South Korea)<\/li>\n
- Micron Technology, Inc. (US)<\/li>\n<\/ul>\n
- \n
- Intel Corporation (US)<\/li>\n
- Google (US)<\/li>\n
- Amazon Web Services, Inc. (US)<\/li>\n
- Tesla (US)<\/li>\n
- Microsoft (US)<\/li>\n<\/ul>\n
- \n
- Meta (US)<\/li>\n
- Graphcore (UK)<\/li>\n
- Cerebras (US)<\/li>\n
- Groq, Inc. (US)<\/li>\n
- Shanghai BiRen Technology Co., Ltd. (China)<\/li>\n<\/ul>\n
<\/p>\n
<\/p>\n<\/p>\n
\uc18c\uac1c<\/b><\/p>\n
18<\/b><\/p>\n
\uc5f0\uad6c \ubc29\ubc95\ub860<\/b><\/p>\n
20<\/b><\/p>\n
\uc784\uc6d0 \uc694\uc57d<\/b><\/p>\n
22<\/b><\/p>\n
\ud504\ub9ac\ubbf8\uc5c4 \uc778\uc0ac\uc774\ud2b8<\/b><\/p>\n
24<\/b><\/p>\n
\uc2dc\uc7a5 \uac1c\uc694<\/b><\/p>\n
40<\/b><\/p>\n
- \n
- 5.1 \uc18c\uac1c<\/b><\/li>\n
- 5.2 \uc2dc\uc7a5 \uc5ed\ud559<\/b><\/li>\n
- 5.3 \uace0\uac1d\uc758 \ube44\uc988\ub2c8\uc2a4\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \ud2b8\ub80c\ub4dc \/ \uc911\ub2e8<\/b><\/li>\n
- 5.4 \uac00\uaca9 \ubd84\uc11d \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4\uc758 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9 \ucd94\uc138, \uc9c0\uc5ed\ubcc4 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9 \ucd94\uc138 \uacc4\uc0b0<\/b><\/li>\n
- 5.5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/b><\/li>\n
- 5.6 \uc0dd\ud0dc\uacc4 \ubd84\uc11d<\/b><\/li>\n
- 5.7 \ud22c\uc790 \ubc0f \uc790\uae08 \uc870\ub2ec \uc2dc\ub098\ub9ac\uc624<\/b><\/li>\n
- 5.8 \uae30\uc220 \ubd84\uc11d \ud575\uc2ec \uae30\uc220- \uc0dd\uc131 AI- \ub300\ud654 \ud615 AI-AI \ucd5c\uc801\ud654 \ud074\ub77c\uc6b0\ub4dc \ud50c\ub7ab\ud3fc \ubcf4\uc644 \uae30\uc220- \ube14\ub85d \uccb4\uc778- \uc5d0\uc9c0 \ucef4\ud4e8\ud305- \uc0ac\uc774\ubc84 \ubcf4\uc548 \uc778\uc811 \uae30\uc220- \ube45 \ub370\uc774\ud130- \uc608\uce21 \ubd84\uc11d<\/b><\/li>\n
- 5.<\/b> 9 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ubcc4 \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95 \ud604\ud669 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uc758 CAPEX \ud504\ub85c\uc138\uc11c \ubca4\uce58\ub9c8\ud0b9- GPU \ubca4\uce58\ub9c8\ud0b9- CPU \ubca4\uce58\ub9c8\ud0b9 \ud2b9\ud5c8 \ubd84\uc11d \ubb34\uc5ed \ubd84\uc11d- \uc218\uc785 \uc2dc\ub098\ub9ac\uc624- \uc218\ucd9c \uc2dc\ub098\ub9ac\uc624 \uc8fc\uc694 \ucee8\ud37c\ub7f0\uc2a4 \ubc0f \uc774\ubca4\ud2b8 (2024-2025) \uc0ac\ub840 \uc5f0\uad6c \ubd84\uc11d \uaddc\uc81c \ud658\uacbd- \uaddc\uc81c \uae30\uad00,<\/b> \uc815\ubd80 \uae30\uad00 \ubc0f \uae30\ud0c0 \uc870\uc9c1- \uaddc\uc81c \uae30\uc900 \ud3ec\ud130\uc758 \ub2e4\uc12f \uac00\uc9c0 \ud798 \ubd84\uc11d- \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611- \ub300\uccb4\uc7ac\uc758 \uc704\ud611- \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825- \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825- \uacbd\uc7c1 \uacbd\uc7c1\uc758 \uac15\ub3c4 \uc8fc\uc694 \uc774\ud574\uad00\uacc4\uc790 \ubc0f \uad6c\ub9e4 \uae30\uc900- \uad6c\ub9e4 \uacfc\uc815\uc758 \uc8fc\uc694 \uc774\ud574\uad00\uacc4\uc790- \uad6c\ub9e4 \uae30\uc900<\/b><\/li>\n
- <\/li>\n<\/ul>\n
AI \uc11c\ubc84 \uc0b0\uc5c5 \ud658\uacbd<\/b><\/p>\n
80<\/b><\/p>\n
- \n
- 6.1 \uc18c\uac1c<\/b><\/li>\n
- 6.2 AI \uc11c\ubc84\uc758 \ud604\uc7ac \ubcf4\uae09\ub960 \ubc0f \uc131\uc7a5 \uc608\uce21<\/b><\/li>\n
- 6.3 \ud504\ub85c\uc138\uc11c \uc720\ud615\ubcc4 AI \uc11c\ubc84 \uc2dc\uc7a5 GPU \uae30\ubc18 \uc11c\ubc84 FPGA \uae30\ubc18 \uc11c\ubc84 ASIC \uae30\ubc18 \uc11c\ubc84<\/b><\/li>\n
- 6.4 \uae30\ub2a5 \ud6c8\ub828 \ucd94\ub860 \ubcc4 AI \uc11c\ubc84 \uc2dc\uc7a5<\/b><\/li>\n
- 6.5 AI \uc11c\ubc84 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d, 2023 \ub144<\/b><\/li>\n
- <\/li>\n<\/ul>\n
AI \uc778\ud504\ub77c \uc2dc\uc7a5, \uc81c\uacf5 \ubcc4<\/b><\/p>\n
100<\/b><\/p>\n
- \n
- 7.1 \uc18c\uac1c<\/b><\/li>\n
- 7.2 \ucef4\ud4e8\ud2b8 GPU CPU FPGA TPU \ub3c4\uc870 & FSD \ud2b8\ub808\uc774\ub2dd & \uc778\ud37c\ub80c\uc2dc\uc544 \uc544\ud14c\ub098 T-\ud5e4\ub4dc MTIA- LPU- \uae30\ud0c0 ASIC<\/b><\/li>\n
- 7.3 \uba54\ubaa8\ub9ac DDR HBM<\/b><\/li>\n
- 7.4 \ub124\ud2b8\uc6cc\ud06c NIC\/\ub124\ud2b8\uc6cc\ud06c \uc5b4\ub311\ud130- \uc778\ud53c\ub2c8\ubc34\ub4dc- \uc774\ub354\ub137 \uc778\ud130\ucee4\ub125\ud2b8<\/b><\/li>\n
- 7.5 \uc2a4\ud1a0\ub9ac\uc9c0<\/b><\/li>\n
- 7.6 \uc11c\ubc84 \uc18c\ud504\ud2b8\uc6e8\uc5b4<\/b><\/li>\n
- <\/li>\n<\/ul>\n
\uae30\ub2a5\ubcc4 AI \uc778\ud504\ub77c\uc2a4\ud2b8\ub7ed\ucc98 \uc2dc\uc7a5<\/b><\/p>\n
120<\/b><\/p>\n
- \n
- 8.1 \uc18c\uac1c<\/b><\/li>\n
- 8.2 \ud2b8\ub808\uc774\ub2dd<\/b><\/li>\n
- 8.3 \ucd94\ub860<\/b><\/li>\n
- <\/li>\n<\/ul>\n
\ubc30\ud3ec\ubcc4 AI \uc778\ud504\ub77c \uc2dc\uc7a5<\/b><\/p>\n
150<\/b><\/p>\n
- \n
- 9.1 \uc18c\uac1c<\/b><\/li>\n
- 9.2 \uc628\ud504\ub808\ubbf8\uc2a4<\/b><\/li>\n
- 9.3 \ud074\ub77c\uc6b0\ub4dc<\/b><\/li>\n
- 9.4 \ud558\uc774\ube0c\ub9ac\ub4dc \uc18c\uac1c \uc81c\ub108\ub808\uc774\ud2f0\ube0c AI- \uaddc\uce59 \uae30\ubc18 \ubaa8\ub378- \ud1b5\uacc4 \ubaa8\ub378- \ub525\ub7ec\ub2dd- \uc0dd\uc131\uc801 \uc801\ub300 \uc2e0\uacbd\ub9dd(GAN)- \uc790\ub3d9 \uc778\ucf54\ub354- \ucee8\ubcfc\ub8e8\uc158 \uc2e0\uacbd\ub9dd(CNN)- \ud2b8\ub79c\uc2a4\ud3ec\uba38 \ubaa8\ub378 \uae30\uacc4 \ud559\uc2b5 \uc790\uc5f0\uc5b4 \ucc98\ub9ac \ucef4\ud4e8\ud130 \ube44\uc804 \ucef4\ud4e8\ud130 \ube44\uc804<\/b><\/li>\n
- <\/li>\n<\/ul>\n
\ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4 AI \uc778\ud504\ub77c \uc2dc\uc7a5<\/b><\/p>\n
190<\/b><\/p>\n
\uc18c\uac1c<\/p>\n
\ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4(CSP)<\/p>\n
\uc5d4\ud130\ud504\ub77c\uc774\uc988<\/p>\n
– \ud5ec\uc2a4\ucf00\uc5b4<\/p>\n
– BFSI<\/p>\n
– \uc790\ub3d9\ucc28<\/p>\n
– \uc18c\ub9e4 \ubc0f \uc774\ucee4\uba38\uc2a4<\/p>\n
– \ubbf8\ub514\uc5b4 & \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8<\/p>\n
– \uae30\ud0c0<\/p>\n
\uc815\ubd80 \uae30\uad00<\/p>\n
\uc9c0\uc5ed\ubcc4 AI \uc778\ud504\ub77c \uc2dc\uc7a5<\/b><\/p>\n
240<\/b><\/p>\n
\uc18c\uac1c<\/p>\n
\ubd81\ubbf8<\/p>\n
– \uac70\uc2dc \uacbd\uc81c \uc804\ub9dd<\/p>\n
– \ubbf8\uad6d<\/p>\n
– \uce90\ub098\ub2e4<\/p>\n
– \uba55\uc2dc\ucf54<\/p>\n
\uc720\ub7fd<\/p>\n
– \uac70\uc2dc \uacbd\uc81c \uc804\ub9dd<\/p>\n
– \uc601\uad6d<\/p>\n
– \ub3c5\uc77c<\/p>\n
– \ud504\ub791\uc2a4<\/p>\n
– \uc774\ud0c8\ub9ac\uc544<\/p>\n
– \uc2a4\ud398\uc778<\/p>\n
– \uae30\ud0c0 \uc720\ub7fd<\/p>\n
\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n
– \uac70\uc2dc \uacbd\uc81c \uc804\ub9dd<\/p>\n
– \uc911\uad6d<\/p>\n
– \uc77c\ubcf8<\/p>\n
– \ub300\ud55c\ubbfc\uad6d<\/p>\n
– \uc778\ub3c4<\/p>\n
– \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed<\/p>\n
ROW<\/p>\n
– \uac70\uc2dc \uacbd\uc81c \uc804\ub9dd<\/p>\n
– \uc911\ub3d9<\/p>\n
– \uc544\ud504\ub9ac\uce74<\/p>\n
– \ub0a8\ubbf8<\/p>\n
AI \uc778\ud504\ub77c \uc2dc\uc7a5, \uacbd\uc7c1 \ud658\uacbd<\/b><\/p>\n
260<\/b><\/p>\n
\uc18c\uac1c<\/p>\n
\uc8fc\uc694 \ud50c\ub808\uc774\uc5b4 \uc804\ub7b5\/\uc6b0\uc704 \ud655\ubcf4<\/p>\n
\uc218\uc775 \ubd84\uc11d<\/p>\n
\uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/p>\n
\uae30\uc5c5 \uac00\uce58 \ud3c9\uac00 \ubc0f \uc7ac\ubb34 \uc9c0\ud45c<\/p>\n
\uc81c\ud488\/\ube0c\ub79c\ub4dc \ube44\uad50<\/p>\n
\uae30\uc5c5 \ud3c9\uac00 \ub9e4\ud2b8\ub9ad\uc2a4: \uc8fc\uc694 \uae30\uc5c5, 2023\ub144<\/p>\n
– Stars<\/p>\n
– \uc2e0\ud765 \ub9ac\ub354<\/p>\n
– \ud37c\ubca0\uc774\uc2dc\ube0c \ud50c\ub808\uc774\uc5b4<\/p>\n
– \ucc38\uc5ec \uae30\uc5c5<\/p>\n
– \uae30\uc5c5 \ubc1c\uc790\uad6d: \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4, 2023<\/p>\n
\uae30\uc5c5 \ud3c9\uac00 \ub9e4\ud2b8\ub9ad\uc2a4: \uc2a4\ud0c0\ud2b8\uc5c5\/SME, 2023\ub144<\/p>\n
– \uc9c4\ubcf4\uc801 \uae30\uc5c5<\/p>\n
– \ubc18\uc751\ud615 \uae30\uc5c5<\/p>\n
– \uc5ed\ub3d9\uc801\uc778 \uae30\uc5c5<\/p>\n
– \uc2dc\uc791 \ube14\ub85d<\/p>\n
– \uacbd\uc7c1\uc0ac \ubca4\uce58\ub9c8\ud0b9: \uc2a4\ud0c0\ud2b8\uc5c5\/\uc911\uc18c\uae30\uc5c5, 2023\ub144<\/p>\n
\uacbd\uc7c1 \uc2dc\ub098\ub9ac\uc624 \ubc0f \ud2b8\ub80c\ub4dc<\/p>\n
– \uc81c\ud488 \ucd9c\uc2dc<\/p>\n
– \uac70\ub798<\/p>\n
AI \uc778\ud504\ub77c \uc2dc\uc7a5, \uae30\uc5c5 \ud504\ub85c\ud544<\/b><\/p>\n
290<\/b><\/p>\n
\uc8fc\uc694 \ud50c\ub808\uc774\uc5b4<\/p>\n
– \uc5d4\ube44\ub514\uc544 \uc8fc\uc2dd\ud68c\uc0ac<\/p>\n
– \uc5b4\ub4dc\ubc34\uc2a4\ub4dc \ub9c8\uc774\ud06c\ub85c \ub514\ubc14\uc774\uc2a4, Inc.<\/p>\n
– SK Hynix INC.<\/p>\n
– Samsung<\/p>\n
– \ub9c8\uc774\ud06c\ub860 \ud14c\ud06c\ub180\ub85c\uc9c0, Inc.<\/p>\n
– \uc778\ud154 \uc8fc\uc2dd\ud68c\uc0ac<\/p>\n
– Google<\/p>\n
– \uc544\ub9c8\uc874 \uc6f9 \uc11c\ube44\uc2a4, Inc.<\/p>\n
– Tesla<\/p>\n
– Microsoft<\/p>\n
– Meta<\/p>\n
– Graphcore<\/p>\n
– Cerebras<\/p>\n
\ub2e4\ub978 \ud50c\ub808\uc774\uc5b4<\/p>\n
– Kioxia<\/p>\n
– \uc6e8\uc2a4\ud134 \ub514\uc9c0\ud138 \ucf54\ud37c\ub808\uc774\uc158<\/p>\n
– Mythic<\/p>\n
– Blaize<\/p>\n
– Groq, Inc.<\/p>\n
– \ud558\uc77c\ub85c \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4<\/p>\n
– SiMa Technologies, Inc.<\/p>\n
– Kneron, Inc.<\/p>\n
– \ub808\uc778 \ub274\ub85c\ubaa8\ud53d\uc2a4 Inc.<\/p>\n
– Tenstorrent<\/p>\n
– \uc0bc\ubc14\ub178\ubc14 \uc2dc\uc2a4\ud15c\uc988, Inc.<\/p>\n
– Taalas<\/p>\n
– SAPEON Inc.<\/p>\n
– Rebellions Inc.<\/p>\n
– Rivos Inc.<\/p>\n
– \uc0c1\ud558\uc774 \ube44\ub80c \ud14c\ud06c\ub180\ub85c\uc9c0 \uc8fc\uc2dd\ud68c\uc0ac<\/p>\n
\ubd80\ub85d<\/b><\/p>\n
310<\/b><\/p>\n
\ud1a0\ub860 \uac00\uc774\ub4dc<\/p>\n
\uc9c0\uc2dd \uc800\uc7a5\uc18c: \ub9c8\ucf13\uc564\ub9c8\ucf13\uc758 \uad6c\ub3c5 \ud3ec\ud138<\/p>\n
\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc0ac\uc6a9\uc790 \uc9c0\uc815<\/p>\n
\uad00\ub828 \ubcf4\uace0\uc11c<\/p>\n
\uc791\uc131\uc790 \uc138\ubd80 \uc815\ubcf4<\/p>\n
<\/p>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"AI \uc778\ud504\ub77c \uc2dc\uc7a5 \uaddc\ubaa8, \uc810\uc720\uc728 \ubc0f \ub3d9\ud5a5<\/p>\n
\uc804 \uc138\uacc4 AI \uc778\ud504\ub77c \uc2dc\uc7a5\uc740 2024\ub144 1,358.1\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 3,944.6\uc5b5 \ub2ec\ub7ec\ub85c 2024~2030\ub144 \uae30\uac04 \ub3d9\uc548 19.4%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.
\nAI \uc778\ud504\ub77c \uc2dc\uc7a5\uc740 \ubcf5\uc7a1\ud55c AI \uc6cc\ud06c\ub85c\ub4dc\ub97c \uad00\ub9ac\ud558\uace0 \ub354 \ube60\ub974\uace0 \ud6a8\uc728\uc801\uc778 \ub370\uc774\ud130 \ucc98\ub9ac\ub97c \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC)\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \uacac\uace0\ud55c \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0dd\uc131 AI(GenAI) \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uacfc \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378(LLM)\uc758 \uae09\uc99d\uc73c\ub85c \uc778\ud574 \uace0\uae09 AI \uc778\ud504\ub77c\uc758 \ud544\uc694\uc131\uc774 \ub354\uc6b1 \uc99d\ud3ed\ub418\uace0 \uc788\ub294\ub370, \uc774\ub7ec\ud55c \ubaa8\ub378\uc740 AI \uc6cc\ud06c\ub85c\ub4dc\uc758 \ud559\uc2b5 \ubc0f \ucd94\ub860\uc744 \uc704\ud574 \ub9c9\ub300\ud55c \uc5f0\uc0b0 \ub2a5\ub825\uc744 \ud544\uc694\ub85c \ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4(CSP)\ub294 \ud655\uc7a5 \uac00\ub2a5\ud558\uace0 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\uae30 \uc704\ud574 AI \uc778\ud504\ub77c\ub97c \uc810\uc810 \ub354 \ub9ce\uc774 \ucc44\ud0dd\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc2dc\uc7a5 \ud655\ub300\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. NVIDIA\uc758 \ucd5c\ucca8\ub2e8 \ube14\ub799\uc6f0 GPU \uc544\ud0a4\ud14d\ucc98\uc640 \uac19\uc740 \uae30\uc220 \ubc1c\uc804\uc740 \ud0c1\uc6d4\ud55c \uc131\ub2a5\uacfc \ud655\uc7a5\uc131\uc744 \uc81c\uacf5\ud568\uc73c\ub85c\uc368 AI \uc778\ud504\ub77c \ub3c4\uc785\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 GenAI \ubc0f LLM \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \uc99d\uac00\ud558\ub294 \uc218\uc694\ub97c \uc9c0\uc6d0\ud558\ub294 \ub370 \uc774\uc0c1\uc801\uc785\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-17196","post","type-post","status-publish","format-standard","hentry","category-market-report"],"_links":{"self":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/17196"}],"collection":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/comments?post=17196"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/17196\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=17196"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=17196"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=17196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}} - 9.2 \uc628\ud504\ub808\ubbf8\uc2a4<\/b><\/li>\n
- 8.2 \ud2b8\ub808\uc774\ub2dd<\/b><\/li>\n
- 7.2 \ucef4\ud4e8\ud2b8 GPU CPU FPGA TPU \ub3c4\uc870 & FSD \ud2b8\ub808\uc774\ub2dd & \uc778\ud37c\ub80c\uc2dc\uc544 \uc544\ud14c\ub098 T-\ud5e4\ub4dc MTIA- LPU- \uae30\ud0c0 ASIC<\/b><\/li>\n
- 6.2 AI \uc11c\ubc84\uc758 \ud604\uc7ac \ubcf4\uae09\ub960 \ubc0f \uc131\uc7a5 \uc608\uce21<\/b><\/li>\n
- 5.2 \uc2dc\uc7a5 \uc5ed\ud559<\/b><\/li>\n
- 5.1 \uc18c\uac1c<\/b><\/li>\n
- 2024\ub144 2\uc6d4, \uc0bc\uc131(\ud55c\uad6d)\uc740 AI \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uc758 \uace0\uc6a9\ub7c9 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 36GB HBM3E 12H DRAM\uc744 \uac1c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc81c\ud488\uc740 AI \ud559\uc2b5 \uc18d\ub3c4\ub97c 34% \ud5a5\uc0c1\uc2dc\ud0a4\uace0 \ub370\uc774\ud130\uc13c\ud130\uc758 \ucd1d\uc18c\uc720\ube44\uc6a9\uc744 \uc808\uac10\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n
- 2024\ub144 3\uc6d4, \uc5d4\ube44\ub514\uc544(\ubbf8\uad6d)\ub294 \ucef4\ud4e8\ud305 \ubc0f AI \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc704\ud55c \uc5d4\ube44\ub514\uc544 \ud000\ud140-X800 \uc778\ud53c\ub2c8\ubc34\ub4dc \ubc0f \uc5d4\ube44\ub514\uc544 \uc2a4\ud399\ud2b8\ub7fc-X800 \uc774\ub354\ub137 \ub124\ud2b8\uc6cc\ud0b9 \ud50c\ub7ab\ud3fc\uc744 \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ud50c\ub7ab\ud3fc\uc740 800Gbps\uc758 \ucc98\ub9ac\ub7c9\uc744 \uc9c0\uc6d0\ud558\uba70 \ub300\uaddc\ubaa8 AI\ub97c \uc704\ud574 \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ub2e4\uc591\ud55c \ub370\uc774\ud130\uc13c\ud130\uc6a9\uc73c\ub85c \uc124\uacc4\ub41c \uc774 \ud50c\ub7ab\ud3fc\uc740 AI \ubc0f \ub370\uc774\ud130 \ucc98\ub9ac \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uac00\uc18d\ud654\ud558\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uac16\ucd94\uace0 \uc788\uc73c\uba70, NVIDIA\uc758 \uc0c8\ub85c\uc6b4 \ube14\ub799\uc6f0 \uc544\ud0a4\ud14d\ucc98\uc640 \ud1b5\ud569\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n
- 2024\ub144 4\uc6d4, \ubbf8\uad6d \ub9c8\uc774\ud06c\ub860 \ud14c\ud06c\ub180\ub85c\uc9c0\uc640 \ubbf8\uad6d \uc2e4\ubc14\ucf54 \uadf8\ub8f9\uc740 \ud30c\ud2b8\ub108\uc2ed\uc744 \ud655\uc7a5\ud558\uc5ec \ud339 \ud14c\ud06c\ub180\ub85c\uc9c0 \ucf54-\uc635\ud2f0\ub9c8\uc774\uc81c\uc774\uc158(FTCO)\uc774\ub77c\ub294 \uc774\ub984\uc758 AI \uae30\ubc18 \uc194\ub8e8\uc158\uc744 \uac1c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc194\ub8e8\uc158\uc744 \ud1b5\ud574 \uace0\uac1d\uc740 \uc81c\uc870 \ub370\uc774\ud130\ub97c \uc0ac\uc6a9\ud558\uc5ec \uba38\uc2e0 \ub7ec\ub2dd \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc2dc\ubbac\ub808\uc774\uc158\uc744 \uc218\ud589\ud558\uace0 \uc6e8\uc774\ud37c \uc81c\uc870 \uacf5\uc815\uc744 \uc2dc\ubbac\ub808\uc774\uc158\ud558\ub294 \ucef4\ud4e8\ud130 \ubaa8\ub378\uc744 \uc0dd\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n