{"id":32178,"date":"2026-02-09T03:10:52","date_gmt":"2026-02-09T03:10:52","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/ai-accelerators-market-mordor\/"},"modified":"2026-09-11T02:54:11","modified_gmt":"2026-09-10T17:54:11","slug":"ai-accelerators-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/ai-accelerators-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 AI \uac00\uc18d\uae30 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/ai-accelerators-market-1755159707518-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/ai-accelerators-market-size-image-1768930522484.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/li>\n<li class=\"toc-level-2\">1.2 \uc5f0\uad6c \ubc94\uc704<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \uc0dd\uc131\ud615 AI \ucef4\ud4e8\ud305\uc5d0 \ub300\ud55c \ud3ed\ubc1c\uc801\uc778 \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc800\uc804\ub825 \uac00\uc18d\uae30\uac00 \ud544\uc694\ud55c \uc5e3\uc9c0 AI \uc7a5\uce58\uc758 \ud655\uc0b0<\/li>\n<li class=\"toc-level-3\">4.2.3 \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uc744 \ub192\uc774\ub294 \uce69\ub81b \ubc0f \uace0\uae09 \ud328\ud0a4\uc9d5 \ud601\uc2e0<\/li>\n<li class=\"toc-level-3\">4.2.4 \uad6d\ub0b4 AI \uc2e4\ub9ac\ucf58 \ud339\uc5d0 \ub300\ud55c \uc815\ubd80\uc758 CHIPS \uc2a4\ud0c0\uc77c \uc778\uc13c\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.5 HBM3E \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc778\ud574 \uc124\uacc4 \uc218\uc8fc\uac00 \ub300\uccb4 \uacf5\uae09\uc5c5\uccb4\ub85c \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc624\ud508 \uc18c\uc2a4 SDK\uc758 \ubd80\uc0c1\uc73c\ub85c \uae30\uc874 GPU\uc5d0\uc11c \uc804\ud658 \ube44\uc6a9 \uc808\uac10<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.3.1 5nm \uc6e8\uc774\ud37c \ubd80\uc871\uc73c\ub85c \uc778\ud55c \ucd9c\ud558\ub7c9 \uac10\uc18c<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc561\uccb4 \ub0c9\uac01 GPU \ud074\ub7ec\uc2a4\ud130\uc758 \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO) \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc911\uad6d\uc73c\ub85c\uc758 \uace0\uc131\ub2a5 \uac00\uc18d\uae30 \uc218\ucd9c \ud1b5\uc81c \ubd88\ud655\uc2e4\uc131<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc8fc\uc694 \ucf54\ub85c\ucf00\uc774\uc158 \ucea0\ud37c\uc2a4\uc758 \uc804\ub825\ub9dd \uc6a9\ub7c9 \uc81c\ud55c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \/ \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ud504\ub85c\uc138\uc11c \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 GPU<\/li>\n<li class=\"toc-level-3\">5.1.2 ASIC \/ TPU<\/li>\n<li class=\"toc-level-3\">5.1.3 FPGA<\/li>\n<li class=\"toc-level-3\">5.1.4 CPU \/ NPU \/ \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucc98\ub9ac \uc704\uce58\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ud074\ub77c\uc6b0\ub4dc \/ \ub370\uc774\ud130\uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc5e3\uc9c0 \/ \uc628\ub514\ubc14\uc774\uc2a4<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc628\ud504\ub808\ubbf8\uc2a4 HPC<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uae30\ub2a5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ud559\uc2b5<\/li>\n<li class=\"toc-level-3\">5.3.2 \ucd94\ub860<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.4.2 \uae30\uc5c5 &amp; \ucf54\ub85c\ucf00\uc774\uc158 \ub370\uc774\ud130\uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc790\ub3d9\ucc28 OEM &amp; Tier-1<\/li>\n<li class=\"toc-level-3\">5.4.4 \ud5ec\uc2a4\ucf00\uc5b4 &amp; \uc0dd\uba85\uacfc\ud559<\/li>\n<li class=\"toc-level-3\">5.4.5 \uae08\uc735 \uc11c\ube44\uc2a4<\/li>\n<li class=\"toc-level-3\">5.4.6 \ud1b5\uc2e0 &amp; 5G \uc778\ud504\ub77c<\/li>\n<li class=\"toc-level-3\">5.4.7 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 (\uc815\ubd80, \uc0ac\uc774\ubc84 \ubcf4\uc548, \uc81c\uc870 \ub4f1)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uce60\ub808<\/li>\n<li class=\"toc-level-4\">5.5.2.4 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \uc544\uc138\uc548<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \ud638\uc8fc &amp; \ub274\uc9c8\ub79c\ub4dc<\/li>\n<li class=\"toc-level-4\">5.5.4.7 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 &amp; \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.5.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 UAE<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.5.5.1.4 \uc774\uc2a4\ub77c\uc5d8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.5 \uae30\ud0c0 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.2.3 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.2.4 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544\n<ul>\n<li class=\"toc-level-3\">6.4.1 \uc5d4\ube44\ub514\uc544 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.2 \uc5b4\ub4dc\ubc34\uc2a4\ub4dc \ub9c8\uc774\ud06c\ub85c \ub514\ubc14\uc774\uc2dc\uc2a4, Inc. (AMD) (\uc790\uc77c\ub9c1\uc2a4, Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.3 \uc778\ud154 \ucf54\ud37c\ub808\uc774\uc158 (\ud558\ubc14\ub098 \ub7a9\uc2a4 Ltd.)<\/li>\n<li class=\"toc-level-3\">6.4.4 \uad6c\uae00 LLC (TPU)<\/li>\n<li class=\"toc-level-3\">6.4.5 \uc544\ub9c8\uc874 \uc6f9 \uc11c\ube44\uc2a4, Inc. (\ud2b8\ub808\uc774\ub2c8\uc6c0\/\uc778\ud37c\ub80c\uc2dc\uc544)<\/li>\n<li class=\"toc-level-3\">6.4.6 \ud004\ucef4 \uc778\ucf54\ud37c\ub808\uc774\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.7 \uc138\ub808\ube0c\ub77c\uc2a4 \uc2dc\uc2a4\ud15c\uc988 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 \uadf8\ub798\ud504\ucf54\uc5b4 \ub9ac\ubbf8\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.9 \uc0bc\ubc14\ub178\ubc14 \uc2dc\uc2a4\ud15c\uc988, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 \uadf8\ub85d, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 \ud150\uc2a4\ud1a0\ub80c\ud2b8 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 \ubbf8\uc2dd, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 \uc0ac\uc774\ud30c\uc774\ube0c, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 \ube14\ub808\uc774\uc988 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 \uc5d0\uc2a4\ud398\ub780\ud1a0 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 \ud558\uc77c\ub85c \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4 Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.17 \ub274\ub7f4 \ub9e4\uc9c1, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 \uc5e3\uc9c0\ucf54\ud2f1\uc2a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 T-\ud5e4\ub4dc \ubc18\ub3c4\uccb4 Co., Ltd. (\uc54c\ub9ac\ubc14\ubc14 \uadf8\ub8f9\uc758 \uc790\ud68c\uc0ac)<\/li>\n<li class=\"toc-level-3\">6.4.20 \ud654\uc6e8\uc774 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4 Co., Ltd. (\uc5b4\uc13c\ub4dc)<\/li>\n<li class=\"toc-level-3\">6.4.21 \ube44\ub80c \ud14c\ud06c\ub180\ub85c\uc9c0 Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.22 \ub9ac\ubca8\ub9ac\uc628\uc988 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.23 \uc138\ub808\ube0c\ub7fcX \ub7a9\uc2a4 Inc.<\/li>\n<\/ul>\n<\/li>\n<li><strong>*\ubaa9\ub85d\uc740 \uc804\uccb4\uac00 \uc544\ub2d8<\/strong><\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AI \uac00\uc18d\uae30 \uc2dc\uc7a5\uc740 2025\ub144 1,405.5\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 1,746.9\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 5,181.2\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 24.30%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \uc774 \uc2dc\uc7a5\uc758 \ud3ed\ubc1c\uc801\uc778 \uc131\uc7a5\uc740 \uc8fc\ub85c \uc0dd\uc131\ud615 AI \ucef4\ud4e8\ud305\uc5d0 \ub300\ud55c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc218\uc694, \uacf5\uaca9\uc801\uc778 \ubc18\ub3c4\uccb4 \uc790\ubcf8 \uc9c0\ucd9c, \uadf8\ub9ac\uace0 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc744 \uc120\ud638\ud558\ub294 \uc544\ud0a4\ud14d\ucc98 \ubcc0\ud654\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \ubd81\ubbf8\uac00 \ud074\ub77c\uc6b0\ub4dc \ubc30\ud3ec \uc9d1\uc911\uc73c\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc911\uad6d \uc804\uae30\ucc28(EV) \uc81c\uc870\uc5c5\uccb4\uc640 \ud55c\uad6d \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc758 \uc790\uccb4 \uc2e4\ub9ac\ucf58 \uac1c\ubc1c \ub178\ub825\uc5d0 \ud798\uc785\uc5b4 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9de\ucda4\ud615 \uc8fc\ubb38\ud615 \ubc18\ub3c4\uccb4(ASIC)\uac00 \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO) \uc808\uac10 \ub178\ub825\uc73c\ub85c \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc9c0\ub9cc, \uadf8\ub798\ud53d \ucc98\ub9ac \uc7a5\uce58(GPU)\ub294 \ub2e4\uc7ac\ub2e4\ub2a5\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4 \ub355\ubd84\uc5d0 \ucd08\uae30 \ub2e8\uacc4 \ud6c8\ub828\uc5d0\uc11c \uc5ec\uc804\ud788 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubc0f \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac \uacf5\uae09\ub9dd \uc81c\uc57d\uacfc \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \ubc00\ub3c4 \uc99d\uac00\ub294 \uc2dc\uc124 \uc124\uacc4 \ubc0f \uc9c0\uc5ed \ud22c\uc790 \uc6b0\uc120\uc21c\uc704\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud575\uc2ec \ubcf4\uace0\uc11c \uc694\uc57d:<br \/>\n*   \ucc98\ub9ac \uc704\uce58\ubcc4: 2024\ub144 \ud074\ub77c\uc6b0\ub4dc\/\ub370\uc774\ud130\uc13c\ud130 \ubc30\ud3ec\uac00 AI \uac00\uc18d\uae30 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 75%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc5e3\uc9c0\/\uc628\ub514\ubc14\uc774\uc2a4 \uc194\ub8e8\uc158\uc740 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 27% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ud504\ub85c\uc138\uc11c \uc720\ud615\ubcc4: 2024\ub144 GPU\uac00 \ub9e4\ucd9c \uc810\uc720\uc728 60%\ub85c \uc120\ub450\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, ASIC\uc740 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 28% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\ub2a5\ubcc4: 2024\ub144 \ud6c8\ub828(Training) \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 AI \uac00\uc18d\uae30 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 58%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ucd94\ub860(Inference)\uc740 \uac19\uc740 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 27% \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2024\ub144 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uac00 AI \uac00\uc18d\uae30 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 53%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 OEM \ubc0f Tier-1 \uacf5\uae09\uc5c5\uccb4\ub294 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 26% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2024\ub144 \ubd81\ubbf8\uac00 44%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 28%\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uc694 \uae30\uc5c5: NVIDIA, AMD, Google, Amazon\uc774 2024\ub144 \ud6c8\ub828(Training) \ub9e4\ucd9c\uc758 \uc57d 80%\ub97c \ucc28\uc9c0\ud558\uba70 \uacf5\uae09\uc5c5\uccb4 \uc9d1\uc911 \ud604\uc0c1\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c AI \uac00\uc18d\uae30 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825:<\/p>\n<p>\uc8fc\uc694 \ub3d9\uc778:<br \/>\n1.  \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \uc0dd\uc131\ud615 AI \ucef4\ud4e8\ud305 \uc218\uc694 \ud3ed\uc99d: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc740 \ubaa8\ub378 \ud6c8\ub828 \ubc0f 24\uc2dc\uac04 \ucd94\ub860 \uc9c0\uc6d0\uc744 \uc704\ud574 \ucea0\ud37c\uc2a4\ub2f9 \uc218\uc2ed\ub9cc \uac1c\uc758 \uace0\uc131\ub2a5 GPU\ub97c \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144\uae4c\uc9c0 \uc5f0\uac04 \uc124\uce58 \uae30\ubc18\uc774 650\ub9cc~700\ub9cc \ub300\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc804\ub825 \uc694\uad6c\ub7c9\uc744 84GW\uae4c\uc9c0 \ub04c\uc5b4\uc62c\ub9b4 \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\uc18d\uc801\uc778 \uc218\uc694\ub294 NVIDIA\uc758 \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc744 2024\ub144 1,100\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2025\ub144 1,730\uc5b5 \ub2ec\ub7ec\ub85c \ub04c\uc5b4\uc62c\ub838\uc73c\uba70, \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc5ed\ub7c9\uc5d0 \ub300\ud55c \uc804\ub840 \uc5c6\ub294 \ud22c\uc790\ub97c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n2.  \uc800\uc804\ub825 \uac00\uc18d\uae30\ub97c \ud544\uc694\ub85c \ud558\ub294 \uc5e3\uc9c0 AI \uae30\uae30 \ud655\uc0b0: \uc790\ub3d9\ucc28 \ubc0f \ud5ec\uc2a4\ucf00\uc5b4 \ud50c\ub7ab\ud3fc\uc5d0\uc11c 20\ubc00\ub9ac\ucd08 \ubbf8\ub9cc\uc758 \ub0ae\uc740 \uc9c0\uc5f0 \uc2dc\uac04\uacfc \uc5c4\uaca9\ud55c \ub370\uc774\ud130 \uc8fc\uad8c \uc900\uc218 \uc694\uad6c\uc0ac\ud56d\uc73c\ub85c \uc778\ud574 \uc628\ub514\ubc14\uc774\uc2a4 \ucd94\ub860\uc73c\ub85c\uc758 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 AI \uce69\uc14b \uc2dc\uc7a5\uc740 2034\ub144\uae4c\uc9c0 146.8\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc5f0\uac04 20% \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n3.  \uce69\ub81b \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220 \ubc1c\uc804\uc73c\ub85c \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed \uc99d\ub300: \uc774\uc885 \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\ub294 AI \ucc98\ub9ac\ub7c9\uc758 \ud55c\uacc4\ub97c \uadf9\ubcf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. UCIe(Universal Chiplet Interconnect Express)\ub294 \ub2e4\uc911 \uacf5\uae09\uc5c5\uccb4 \ub2e4\uc774-\ud22c-\ub2e4\uc774(die-to-die) \uc5f0\uacb0\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uba70, 3.5D \uc5b4\uc148\ube14\ub9ac\ub294 \ud558\ub098\uc758 \ud328\ud0a4\uc9c0\uc5d0 6,000mm\u00b2 \uc774\uc0c1\uc758 \uc2e4\ub9ac\ucf58\uc744 \ud1b5\ud569\ud569\ub2c8\ub2e4. \uc774\ub294 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\uc640 \uacb0\ud569\ub418\uc5b4 \uae30\uc874 \ubaa8\ub180\ub9ac\uc2dd \uc2a4\ucf00\uc77c\ub9c1\uc758 \uada4\uc801\uc744 \ud6e8\uc52c \ub6f0\uc5b4\ub118\ub294 \ub300\uc5ed\ud3ed \ubc00\ub3c4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n4.  \uad6d\ub0b4 AI \uc2e4\ub9ac\ucf58 \uc81c\uc870\ub97c \uc704\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c: \ubbf8\uad6d CHIPS \ubc0f \uacfc\ud559\ubc95\uc740 527\uc5b5 \ub2ec\ub7ec\uc758 \uc9c1\uc811 \uc9c0\uc6d0\uc744 \ud560\ub2f9\ud558\uc5ec 5,400\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \ubbfc\uac04 \ubd80\ubb38 \ud504\ub85c\uc81d\ud2b8\ub97c \uc720\ubc1c\ud558\uace0 \ucca8\ub2e8 \uc81c\uc870\uc5d0 \ub300\ud55c 25% \ud22c\uc790 \uc138\uc561 \uacf5\uc81c\ub97c \ud655\ub9bd\ud588\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8, \uc720\ub7fd, \uc778\ub3c4 \ub4f1 \uc720\uc0ac\ud55c \ud504\ub85c\uadf8\ub7a8\ub4e4\uc740 \uc9c0\uc5ed \uc5ed\ub7c9 \uad6c\ucd95\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc81c\uc57d \uc694\uc778:<br \/>\n1.  5nm \ubbf8\ub9cc \uc6e8\uc774\ud37c \ubd80\uc871\uc73c\ub85c \ucd9c\ud558\ub7c9 \uc81c\ud55c: \uacf5\uc815 \uc0dd\uc0b0\ub7c9 \uc99d\ub300\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uc120\ub2e8 \uacf5\uc815 \uc6e8\uc774\ud37c \uc218\uc694\uac00 \uacf5\uae09\uc744 \ucd08\uacfc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC\uc758 \uc6d4\uac04 3nm \uc0dd\uc0b0\ub7c9\uc740 2025\ub144 \ud558\ubc18\uae30\uc5d0 125,000\uac1c \uc6e8\uc774\ud37c\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uc9c0\ub9cc, \uc18c\ube44\uc790 \uac00\uc804 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \uae30\uc5c5\uc758 \uacbd\uc7c1 \uc8fc\ubb38\uc73c\ub85c \uc778\ud574 \uc6e8\uc774\ud37c \uac00\uaca9\uc740 21,000\ub2ec\ub7ec\uc5d0 \uc721\ubc15\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc81c\ud55c\ub41c \ub300\uccb4 \uc0dd\uc0b0 \ub2a5\ub825\uc740 \ub0a9\uae30 \uc9c0\uc5f0\uc744 \uc7a5\uae30\ud654\ud558\uace0 \uc2e0\uaddc AI \uc124\uacc4\uc758 \uc790\ubcf8 \uc9d1\uc57d\ub3c4\ub97c \ub192\uc785\ub2c8\ub2e4.<br \/>\n2.  \uc561\uccb4 \ub0c9\uac01 GPU \ud074\ub7ec\uc2a4\ud130\uc758 \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO) \uc99d\uac00: \ucc28\uc138\ub300 \uac00\uc18d\uae30\ub294 \uc7a5\uce58\ub2f9 1,000W\ub97c \ucd08\uacfc\ud558\uc5ec \ub799 \ubc00\ub3c4\ub97c 140kW \uc774\uc0c1\uc73c\ub85c \ub192\uc774\uba70, \uc561\uccb4 \ub0c9\uac01\uc744 \ud544\uc218\uc801\uc73c\ub85c \ub9cc\ub4ed\ub2c8\ub2e4. 2024\ub144 \ub9d0\uae4c\uc9c0 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub799\uc758 10%\uac00 \uc561\uccb4 \ub0c9\uac01\uc744 \ucc44\ud0dd\ud588\uc73c\uba70, \uae30\uc874 \uae30\uacc4-\uc804\uae30 \uc778\ud504\ub77c\uac00 \uc5f4\uc744 \ud6a8\uc728\uc801\uc73c\ub85c \ubd84\uc0b0\ud558\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uc73c\uba74\uc11c \uacc4\uc18d \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc6b4\uc601\uc5c5\uccb4\ub294 \ub0c9\uac01\uc218 \ubd84\ubc30, \ub204\ucd9c \uac10\uc9c0 \ubc0f \uc804\ubb38 \uc720\uc9c0\ubcf4\uc218\uc5d0 \ub300\ud55c \ucd94\uac00 \ube44\uc6a9\uc5d0 \uc9c1\uba74\ud558\uba70, \uc774\ub294 \uc804\ub825 \uc81c\uc57d\uc774 \uc788\ub294 \uc9c0\uc5ed\uc5d0\uc11c \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95 \uc18d\ub3c4\ub97c \ub2a6\ucda5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d:<\/p>\n<p>*   \ud504\ub85c\uc138\uc11c \uc720\ud615\ubcc4: GPU\ub294 \uc120\ub450\ub97c \uc720\uc9c0\ud558\uace0 ASIC\uc740 \uac00\uc18d\ud654:<br \/>\n    GPU\ub294 2025\ub144 AI \uac00\uc18d\uae30 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 59.20%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. CUDA\ub85c \ub300\ud45c\ub418\ub294 \uad11\ubc94\uc704\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4\ub294 \uc5f0\uad6c \ubc0f \ucd08\uae30 \ub2e8\uacc4 \uac1c\ubc1c\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. ASIC \uc2dc\uc7a5 \uaddc\ubaa8\ub294 27.15%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc548\uc815\uc801\uc778 \ucd94\ub860 \ub2e8\uacc4\uc5d0\uc11c \uc5d0\ub108\uc9c0 \ubc0f \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \ucd94\uad6c\ud558\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \ub9de\ucda4\ud615 \uc124\uacc4\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. FPGA\ub294 \uc7ac\uad6c\uc131 \uac00\ub2a5\uc131\uc774 \ub0ae\uc740 \ud53c\ud06c \ucc98\ub9ac\ub7c9\uc744 \uc0c1\uc1c4\ud558\ub294 \uacbd\uc6b0, \ud2b9\ud788 \uc9c4\ud654\ud558\ub294 \uc5e3\uc9c0 \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ub9e4\ub825\uc801\uc785\ub2c8\ub2e4. CPU\/NPU \ud558\uc774\ube0c\ub9ac\ub4dc\ub294 \ud638\uc2a4\ud2b8 \ucc98\ub9ac, \ubcf4\uc548 \uc5d4\uc9c4 \ubc0f \uc2e0\uacbd \ucf54\uc5b4\uc758 \uae34\ubc00\ud55c \ud1b5\ud569\uc744 \ud1b5\ud574 \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \uc18c\ube44\uc790 \uc7a5\uce58\ub97c \ub300\uc0c1\uc73c\ub85c \ud569\ub2c8\ub2e4. ASIC\uc73c\ub85c\uc758 \uc804\ud658\uc740 \uc790\ubcf8 \ubc30\ubd84\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc73c\uba70, Broadcom\uc740 2027\ub144\uae4c\uc9c0 600\uc5b5~900\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 ASIC \uae30\ud68c\ub97c \uc608\uc0c1\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \ucc98\ub9ac \uc704\uce58\ubcc4: \ud074\ub77c\uc6b0\ub4dc\uac00 \uc9c0\ubc30\uc801\uc774\uc9c0\ub9cc \uc5e3\uc9c0\uac00 \uc18d\ub3c4\ub97c \uc5bb\uc74c:<br \/>\n    \ud074\ub77c\uc6b0\ub4dc \ubc0f \ucf54\ub85c\ucf00\uc774\uc158 \uc2dc\uc124\uc740 \uaddc\ubaa8\uc758 \uacbd\uc81c\uc640 5nm \ubbf8\ub9cc \uc6e8\uc774\ud37c\uc5d0 \ub300\ud55c \ub354 \ub098\uc740 \uc811\uadfc\uc131\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \uc9c0\ucd9c\uc758 74.30%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uc790\ub3d9\ucc28 \uc790\uc728\uc131, \ud604\uc7a5 \uc9c4\ub8cc \uac74\uac15 \uc9c4\ub2e8 \ubc0f \uac1c\uc778 \uc815\ubcf4 \ubcf4\ud638 \uaddc\uc815\uc73c\ub85c \uc778\ud574 \ub85c\uceec \ucd94\ub860\uc774 \ud544\uc694\ud574\uc9c0\uba74\uc11c \uc5e3\uc9c0 \ubc30\ud3ec\ub294 26.20%\uc758 CAGR\ub85c \uae09\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. AI \uac00\uc18d\uae30 \uc2dc\uc7a5\uc740 \uc774\uc81c \uc911\uc559 \uc9d1\uc911\uc2dd \ud6c8\ub828\uc774 \ubd84\uc0b0 \ucd94\ub860\uc73c\ub85c \ubcf4\uc644\ub418\ub294 2\ub2e8\uacc4 \ubaa8\ub378\uc744 \uc9c0\uc6d0\ud558\uc5ec \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uac1c\ubc1c\uc790\uac00 \ub300\uae30 \uc2dc\uac04\uc744 \ucd5c\uc18c\ud654\ud558\uace0 \ub300\uc5ed\ud3ed \uc2a4\ud2b8\ub808\uc2a4\ub97c \uc644\ud654\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc628\ud504\ub808\ubbf8\uc2a4 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \ud074\ub7ec\uc2a4\ud130\ub294 \ub370\uc774\ud130\ub97c \uc81c\uc5b4\ud558\uace0 \uacb0\uc815\ub860\uc801 \ub300\uae30 \uc2dc\uac04\uc744 \ubcf4\uc7a5\ud574\uc57c \ud558\ub294 \uae08\uc735 \uc11c\ube44\uc2a4 \uae30\uc5c5 \ubc0f \uad6d\ub9bd \uc5f0\uad6c\uc18c\uc5d0 \uc911\uc694\uc131\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uae30\ub2a5\ubcc4: \ud6c8\ub828\uc774 \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \ucd94\ub860\uc774 \uae09\uc99d:<br \/>\n    \ud6c8\ub828\uc740 2025\ub144 \ub9e4\ucd9c\uc758 57.30%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc774\ub294 \ucd5c\ucca8\ub2e8 \ubaa8\ub378 \uc0dd\uc131\uc758 \ub192\uc740 \uacc4\uc0b0 \ube44\uc6a9\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubaa8\ub378\uc774 \uc0c1\uc6a9\ud654\ub428\uc5d0 \ub530\ub77c \ucd94\ub860 \uad00\ub828 \uc9c0\ucd9c\uc740 \ub354 \ube60\ub974\uac8c \uc99d\uac00\ud558\uc5ec 2031\ub144\uae4c\uc9c0 26.10%\uc758 CAGR\uc744 \ub2ec\uc131\ud560 \uac83\uc785\ub2c8\ub2e4. \ucd94\ub860\uc5d0 \ud560\ub2f9\ub41c AI \uac00\uc18d\uae30 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc804\ub825 \ud6a8\uc728\uc131\uc744 \uc704\ud574 \uc218\uce58 \uc815\ubc00\ub3c4\ub97c \ud76c\uc0dd\ud558\ub294 ASIC \uc124\uacc4\uc758 \uc774\uc810\uc744 \uc5bb\uc2b5\ub2c8\ub2e4. \uc2e4\uc81c\ub85c \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\ub294 \uc9c0\uc18d\uc801\uc774\uc9c0\ub9cc \ub0ae\uc740 \ub300\uae30 \uc2dc\uac04\uc758 \ucef4\ud4e8\ud305\uc744 \ud544\uc694\ub85c \ud558\uba70, \uc774\ub294 \uc6d0\uc2dc \ubd80\ub3d9 \uc18c\uc218\uc810 \ubc00\ub3c4\ubcf4\ub2e4 \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uc744 \uac15\uc870\ud558\ub294 \uac00\uc18d\uae30 \uc544\ud0a4\ud14d\ucc98\uc640 \uc77c\uce58\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uac00 \uc218\uc694\ub97c \uacac\uc778\ud558\uace0 \uc790\ub3d9\ucc28\uac00 \uac00\uc18d\ud654:<br \/>\n    \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\ub294 \ub300\uaddc\ubaa8 \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\uc640 \ub0b4\ubd80 \uc81c\ud488 \ud30c\uc774\ud504\ub77c\uc778\uc73c\ub85c \uc778\ud574 2025\ub144 \uc9c0\ucd9c\uc758 52.40%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uac80\uc0c9\ubd80\ud130 \uc0ac\ubb34 \uc0dd\uc0b0\uc131\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uc0c8\ub85c\uc6b4 \uc0dd\uc131\ud615 AI \uae30\ub2a5 \ucd9c\uc2dc\ub294 \ub2e8\uc77c \uc790\ub9bf\uc218 \ubc00\ub9ac\ucd08 \uc751\ub2f5 \uc2dc\uac04\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 \uc11c\ube44\uc2a4 \uc218\uc900 \uacc4\uc57d\uc5d0 \ucd94\uac00 \uac00\uc18d\uae30 \uc6a9\ub7c9\uc744 \ud22c\uc785\ud569\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc \uacf5\uae09\uc5c5\uccb4\ub294 \uc0c1\uc6a9 \uc7a5\uce58\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \uc904\uc774\uace0 \uc6b4\uc601 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uae30 \uc704\ud574 \uc790\uccb4 \uce69\uc5d0 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub294 25.30%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uad6c\ub9e4\uc790 \uadf8\ub8f9\uc785\ub2c8\ub2e4. \uc774 \ubd80\ubb38\uc758 Valley-\uc2a4\ud0c0\uc77c \uc81c\ud488 \uc5c5\ub370\uc774\ud2b8 \uc8fc\uae30\ub294 \ub808\ubca8 2+ \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c\ubd80\ud130 \uc644\uc804 \uc790\uc728 \uc8fc\ud589\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uc9c0\uc18d\uc801\uc778 \ud558\ub4dc\uc6e8\uc5b4 \uc218\uc694\ub97c \uc720\ubc1c\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d:<\/p>\n<p>*   \ubd81\ubbf8: 2025\ub144 AI \uac00\uc18d\uae30 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 43.50%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \ubcf8\uc0ac, \ubca4\ucc98 \uc790\uae08 \uc870\ub2ec \uae4a\uc774 \ubc0f CHIPS Act \uc778\uc13c\ud2f0\ube0c\uc758 \uc9d1\uc911\uc740 \uc218\uc694\uc640 \uc81c\uc870 \uc5ed\ub7c9\uc744 \uc774 \uc9c0\uc5ed\uc73c\ub85c \uacc4\uc18d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 27.00%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d EV \uae30\uc5c5\ub4e4\uc740 \uc790\uccb4 \uc790\ub3d9\ucc28 \uc2e4\ub9ac\ucf58\uc744 \ube60\ub974\uac8c \ubc18\ubcf5\ud558\uace0 \uc788\uc73c\uba70, \ud55c\uad6d\uc758 Rebellions-Sapeon \ud569\ubcd1\uacfc \uac19\uc740 \ud1b5\ud569\uc740 \ub9ac\uc18c\uadf8\ub798\ud53c \ubc0f \ud328\ud0a4\uc9d5 \uc5ed\ub7c9\uc744 \ud611\uc0c1\ud560 \uc218 \uc788\ub294 \uad6d\uac00 \ucc54\ud53c\uc5b8\uc744 \ud0c4\uc0dd\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc5c4\uaca9\ud55c \uaddc\uc81c \uccb4\uc81c\uc640 \uacac\uace0\ud55c \uc790\ub3d9\ucc28 \uc81c\uc870 \uae30\ubc18\uc744 \ubc14\ud0d5\uc73c\ub85c \uc601\ud5a5\ub825 \uc788\ub294 \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\uac00\uc624\ub294 AI Act\uc640 \uc9c0\uc18d \uac00\ub2a5\uc131 \uc758\ubb34\ub294 \uac00\uc18d\uae30 \uc124\uacc4\ub97c \ud22c\uba85\uc131, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \ubc0f \uc218\uba85 \uc8fc\uae30 \ucc45\uc784\uc73c\ub85c \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uac00\uc6a9\uc131\uc744 \uae30\ubc18\uc73c\ub85c \ud55c \uc2e0\uaddc \ub370\uc774\ud130\uc13c\ud130 \uac74\uc124\ub85c \ubbf8\ub798 \uc131\uc7a5\uc758 \uae30\ubc18\uc744 \ub2e4\uc9c0\uace0 \uc788\uc73c\uba70, \uc815\ucc45, \uae30\uc220 \ubc0f \uc5f0\uacb0\uc131\uc774 \uc131\uc219\ub418\uba74 \ud5a5\ud6c4 \uc9c0\uc5ed \uc131\uc7a5\uc744 \uc704\ud55c \uae30\ubc18\uc744 \ub9c8\ub828\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<\/p>\n<p>AI \uac00\uc18d\uae30 \uc2dc\uc7a5\uc740 \ub192\uc740 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. NVIDIA\ub294 CUDA \ub85d\uc778, \ud1b5\ud569 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ub77c\uc774\ube0c\ub7ec\ub9ac \ubc0f \uc131\uc219\ud55c \ud30c\ud2b8\ub108 \uc0dd\ud0dc\uacc4 \ub355\ubd84\uc5d0 2024\ub144 \uc804 \uc138\uacc4 \ud6c8\ub828 \ub9e4\ucd9c\uc758 \uc57d 80%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. AMD\ub294 ZT Systems \ubc0f Silo AI \uc778\uc218\ub97c \ud1b5\ud574 \uc2dc\uc2a4\ud15c \ud1b5\ud569 \uc804\ubb38\uc131\uacfc \ubaa8\ub378 \ucd5c\uc801\ud654 \uc5ed\ub7c9\uc744 \uac15\ud654\ud558\uc5ec NVIDIA\uc758 \uc5d4\ub4dc-\ud22c-\uc5d4\ub4dc \uc2a4\ud0dd\uacfc\uc758 \uaca9\ucc28\ub97c \uc904\uc774\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. Google, Amazon, Microsoft\ub294 \uac01\uac01 \uc790\uccb4 \uac1c\ubc1c\ud55c TPU, Trainium, Maia \uc7a5\uce58\ub97c \ub0b4\ubd80 \uc6cc\ud06c\ub85c\ub4dc \ubc0f \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc \ud14c\ub10c\ud2b8\uc5d0 \ubc30\ud3ec\ud558\uba70 \uc0c1\uc6a9 GPU\uc758 \uc9c0\ubc30\ub825\uc744 \ubbf8\ubb18\ud558\uac8c \uc57d\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>Groq, Cerebras, Graphcore\uc640 \uac19\uc740 \uc804\ubb38 \uae30\uc5c5\ub4e4\uc740 \ud2b8\ub79c\uc2a4\ud3ec\uba38 \ucd94\ub860, \uc6e8\uc774\ud37c \uc2a4\ucf00\uc77c \ud6c8\ub828 \ub610\ub294 \ud76c\uc18c \ud150\uc11c \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ub9de\ucdb0\uc9c4 \ud2c8\uc0c8 \uc544\ud0a4\ud14d\ucc98\uc5d0 \uc9d1\uc911\ud569\ub2c8\ub2e4. Hailo, DeepX, Axelera\uc640 \uac19\uc740 \uc5e3\uc9c0 \uc911\uc2ec \uae30\uc5c5\ub4e4\uc740 TOPS\ub2f9 1\ub2ec\ub7ec \ubbf8\ub9cc\uc758 \ucd08\uc800\uc804\ub825 \uc124\uacc4\ub97c \ucd94\uad6c\ud558\uba70 \uc784\ubca0\ub514\ub4dc \uc7a5\uce58\uc758 \uae34 \uaf2c\ub9ac \uc218\uc694\ub97c \ud574\uacb0\ud569\ub2c8\ub2e4. \uacbd\uc7c1 \uc555\ub825\uc740 \ud558\ub4dc\uc6e8\uc5b4, \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc0f \uc11c\ube44\uc2a4 \ub808\uc774\uc5b4\ub97c \ud1b5\ud569\ud558\ub294 \uc804\uccb4\ub860\uc801 \uc194\ub8e8\uc158\uc73c\ub85c \uc774\ub3d9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. NVIDIA\uc758 Run:ai \uc778\uc218\ub294 \uc774\ub7ec\ud55c \ubcc0\ud654\ub97c \ubcf4\uc5ec\uc8fc\uba70, \uc2e4\ub9ac\ucf58 \uac00\uce58 \uc81c\uc548\uc5d0 \uc2a4\ucf00\uc904\ub9c1 \uc778\ud154\ub9ac\uc804\uc2a4\ub97c \uae4a\uc774 \ub0b4\uc7a5\ud558\uc5ec \uacbd\uc7c1\uc5c5\uccb4\uac00 \uac00\uaca9\uc774\ub098 \uc131\ub2a5\ub9cc\uc73c\ub85c \uc810\uc720\uc728\uc744 \ud655\ubcf4\ud558\uae30 \uc5b4\ub835\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc0b0\uc5c5 \ubc1c\uc804:<br \/>\n*   2024\ub144 8\uc6d4: AMD\ub294 ZT Systems\ub97c 49\uc5b5 \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec \ub370\uc774\ud130\uc13c\ud130 \uc2dc\uc2a4\ud15c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ud655\uc7a5\ud558\uace0 \ud1b5\ud569 AI \uc11c\ubc84 \uc81c\uacf5\uc744 \uac00\uc18d\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 8\uc6d4: AMD\ub294 Silo AI\ub97c 6\uc5b5 6,500\ub9cc \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uc5ec \ub2e4\uad6d\uc5b4 \ubaa8\ub378 \uac1c\ubc1c \uc5ed\ub7c9\uc744 \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 8\uc6d4: Rebellions\uc640 Sapeon\uc740 \uc815\ubd80 \ud6c4\uc6d0 \ud558\uc5d0 \ud569\ubcd1\ud558\uc5ec \ub354 \ud070 \ud55c\uad6d AI \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc744 \ud615\uc131\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: Telechips\ub294 200 TOPS NPU \uc131\ub2a5\uc744 \uac16\ucd98 A2X \uc790\ub3d9\ucc28 \uac00\uc18d\uae30\ub97c \ucd9c\uc2dc\ud558\uc5ec \uae00\ub85c\ubc8c OEM \ud504\ub85c\uadf8\ub7a8\uc744 \ubaa9\ud45c\ub85c \ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: Meta\ub294 650\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ub2e4\ub144\uac04 \ud558\ub4dc\uc6e8\uc5b4 \ud22c\uc790 \uacc4\ud68d\uc758 \uc77c\ud658\uc73c\ub85c FuriosaAI \uc778\uc218\ub97c \uc704\ud55c \ud611\uc0c1\uc5d0 \ub4e4\uc5b4\uac14\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: Axelera AI\ub294 RISC-V \uae30\ubc18 Metis \uc5e3\uc9c0 \ucd94\ub860 \ud50c\ub7ab\ud3fc \ud655\uc7a5\uc744 \uc704\ud574 6,800\ub9cc \ub2ec\ub7ec\ub97c \uc720\uce58\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c AI \uac00\uc18d\uae30 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5\uc758 \uc815\uc758\uc640 \uac00\uc815\uc744 \uba85\ud655\ud788 \ud558\uace0, \uc0c1\uc138\ud55c \uc5f0\uad6c \ubc29\ubc95\ub860\uc744 \ubc14\ud0d5\uc73c\ub85c \uc2dc\uc7a5 \ub3d9\ud5a5, \uc131\uc7a5 \ub3d9\ub825, \uc81c\uc57d \uc694\uc778, \uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21:<br \/>\nAI \uac00\uc18d\uae30 \uc2dc\uc7a5\uc740 2026\ub144 1,746.9\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144 5,181.2\uc5b5 \ub2ec\ub7ec\ub85c \uae09\uaca9\ud788 \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 24.30%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ub825:<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \ud575\uc2ec \uc694\uc778\uc73c\ub85c\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \ub0b4 \uc0dd\uc131\ud615 AI \ucef4\ud4e8\ud305 \uc218\uc694\uc758 \ud3ed\ubc1c\uc801 \uc99d\uac00, \uc800\uc804\ub825 \uac00\uc18d\uae30\ub97c \ud544\uc694\ub85c \ud558\ub294 \uc5e3\uc9c0 AI \uae30\uae30\uc758 \ud655\uc0b0, \uce69\ub81b \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220 \ubc1c\uc804\uc73c\ub85c \uc778\ud55c \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed \ud5a5\uc0c1, \uad6d\ub0b4 AI \uc2e4\ub9ac\ucf58 \ud339\uc5d0 \ub300\ud55c \uc815\ubd80\uc758 CHIPS \uc2a4\ud0c0\uc77c \uc778\uc13c\ud2f0\ube0c \uc81c\uacf5, HBM3E \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc778\ud55c \ub300\uccb4 \ubca4\ub354\ub85c\uc758 \uc124\uacc4 \uc804\ud658, \uadf8\ub9ac\uace0 \uae30\uc874 GPU\ub85c\ubd80\ud130\uc758 \uc804\ud658 \ube44\uc6a9\uc744 \ub0ae\ucd94\ub294 \uc624\ud508\uc18c\uc2a4 SDK\uc758 \ubd80\uc0c1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 5nm \uc6e8\uc774\ud37c \ubd80\uc871\uc73c\ub85c \uc778\ud55c \ucd9c\ud558\ub7c9 \uc81c\ud55c, \uc561\uccb4 \ub0c9\uac01 GPU \ud074\ub7ec\uc2a4\ud130\uc758 \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO) \uc0c1\uc2b9, \uace0\uc131\ub2a5 \uac00\uc18d\uae30\uc758 \ub300\uc911\uad6d \uc218\ucd9c \ud1b5\uc81c \ubd88\ud655\uc2e4\uc131, \uc8fc\uc694 \ucf54\ub85c\ucf00\uc774\uc158 \ucea0\ud37c\uc2a4\uc758 \uc804\ub825\ub9dd \uc6a9\ub7c9 \uc81c\ud55c \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uc8fc\uc694 \ud1b5\ucc30:<br \/>\n*   \ud504\ub85c\uc138\uc11c \uc720\ud615\ubcc4: 2025\ub144 \uae30\uc900 GPU\uac00 \uc131\uc219\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4\uc640 \ub2e4\uc591\ud55c \uc6cc\ud06c\ub85c\ub4dc \ucc98\ub9ac \ub2a5\ub825 \ub355\ubd84\uc5d0 \uc804\uccb4 \ub9e4\ucd9c\uc758 59.20%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub9de\ucda4\ud615 ASIC \uae30\ubc18 \uac00\uc18d\uae30\ub294 \ucd94\ub860 \ubd84\uc57c\uc5d0\uc11c GPU \ub300\ube44 \ub192\uc740 \uc804\ub825 \ud6a8\uc728\uc131\uacfc \ub0ae\uc740 \ub2e8\uc704 \ube44\uc6a9\uc744 \uc81c\uacf5\ud558\uba70 \uc778\uae30\ub97c \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucc98\ub9ac \uc704\uce58\ubcc4: \ud074\ub77c\uc6b0\ub4dc\/\ub370\uc774\ud130\uc13c\ud130, \uc5e3\uc9c0\/\uc628\ub514\ubc14\uc774\uc2a4, \uc628\ud504\ub808\ubbf8\uc2a4 HPC \ud658\uacbd\uc5d0\uc11c AI \uac00\uc18d\uae30\uac00 \ud65c\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\ub2a5\ubcc4: \uc8fc\ub85c AI \ubaa8\ub378 \ud6c8\ub828(Training)\uacfc \ucd94\ub860(Inference) \ub450 \uac00\uc9c0 \uae30\ub2a5\uc73c\ub85c \ub098\ub269\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4, \uae30\uc5c5 \ubc0f \ucf54\ub85c\ucf00\uc774\uc158 \ub370\uc774\ud130\uc13c\ud130, \uc790\ub3d9\ucc28 OEM \ubc0f Tier-1 \uae30\uc5c5, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc0dd\uba85 \uacfc\ud559, \uae08\uc735 \uc11c\ube44\uc2a4, \ud1b5\uc2e0 \ubc0f 5G \uc778\ud504\ub77c \ub4f1 \uad11\ubc94\uc704\ud55c \uc0b0\uc5c5\uc5d0\uc11c AI \uac00\uc18d\uae30\uac00 \ub3c4\uc785\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc911\uad6d \uc804\uae30\ucc28 \uc81c\uc870\uc5c5\uccb4\uc640 \ud55c\uad6d \ud339\ub9ac\uc2a4 \uae30\uc5c5\ub4e4\uc758 \ub3c5\uc790\uc801\uc778 AI \uc2e4\ub9ac\ucf58 \ud655\uc7a5\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 27.00%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\nNVIDIA, AMD, Intel, Google, Amazon Web Services(AWS) \ub4f1 \uc8fc\uc694 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc774 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, Cerebras Systems, Graphcore, SambaNova Systems, Groq, Tenstorrent, Mythic, SiFive, Blaize, Hailo Technologies, T-Head Semiconductor, Huawei Technologies, Biren Technology, Rebellions \ub4f1 \ub2e4\uc218\uc758 \ud601\uc2e0\uc801\uc778 \uae30\uc5c5\ub4e4\uc774 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f \uc0c1\uc138 \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc6b4\uc601 \uacfc\uc81c:<br \/>\n\ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc790\ub4e4\uc774 \uc9c1\uba74\ud55c \uac00\uc7a5 \ud070 \uc6b4\uc601 \uacfc\uc81c\ub294 \ub799\ub2f9 140kW\ub97c \ucd08\uacfc\ud558\ub294 \uc804\ub825 \ubc00\ub3c4 \uc99d\uac00\uc785\ub2c8\ub2e4. \uc774\ub294 \uc561\uccb4 \ub0c9\uac01 \uc2dc\uc2a4\ud15c\uc758 \uc758\ubb34\uc801\uc778 \ub3c4\uc785\uc744 \ucd09\uc9c4\ud558\uba70, \uc2dc\uc124 \uc124\uacc4\uc5d0 \ucd94\uac00 \ube44\uc6a9\uacfc \ubcf5\uc7a1\uc131\uc744 \uc57c\uae30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc774\ub7ec\ud55c \uc2dc\uc7a5\uc758 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \uadf8\ub9ac\uace0 \uc544\uc9c1 \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud3ec\ud568\ud558\uc5ec AI \uac00\uc18d\uae30 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \uc774\ud574\ub97c \ub3d5\uc2b5\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-32178","post","type-post","status-publish","format-standard","hentry","category-market-reports"],"_links":{"self":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/32178"}],"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=32178"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/32178\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=32178"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=32178"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=32178"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}