{"id":33406,"date":"2026-02-09T15:41:29","date_gmt":"2026-02-09T15:41:29","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/ai-computing-hardware-market-mordor\/"},"modified":"2026-03-27T06:50:21","modified_gmt":"2026-03-26T21:50:21","slug":"ai-computing-hardware-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/ai-computing-hardware-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 AI \ucef4\ud4e8\ud305 \ud558\ub4dc\uc6e8\uc5b4 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/ai-computing-hardware-market-1768233503489-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-computing-hardware-market-size-image-1768551981664.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\ub7ec AI \uc778\ud504\ub77c \uc790\ubcf8 \uc9c0\ucd9c \ud655\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.2 \ud6c8\ub828\uc5d0\uc11c \ucd94\ub860\uc73c\ub85c\uc758 \uc804\ud658\uc73c\ub85c \ucef4\ud4e8\ud305 \ubcfc\ub968 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \ud558\uc774\uc5d4\ub4dc AI GPU \ubc0f \ub799 \uc2a4\ucf00\uc77c \uc2dc\uc2a4\ud15c\uc758 \ube60\ub978 \uc81c\ud488 \uc8fc\uae30<\/li>\n<li class=\"toc-level-3\">4.2.4 \uac00\uc18d \uc11c\ubc84\uac00 AI \uc778\ud504\ub77c \uc9c0\ucd9c\uc744 \uc9c0\ubc30<\/li>\n<li class=\"toc-level-3\">4.2.5 \uace0\ub300\uc5ed\ud3ed \uc0c1\ud638 \uc5f0\uacb0\uc744 \uc704\ud55c \ucf54\ud328\ud0a4\uc9c0\ub4dc \uad11\ud559 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc561\uccb4 \ub0c9\uac01 \ubcf4\uae09\uc73c\ub85c \ub354 \ub192\uc740 TDP AI \uc2dc\uc2a4\ud15c \uad6c\ud604<\/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 AI \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc804\ub825 \ubc0f \uadf8\ub9ac\ub4dc \uc81c\uc57d<\/li>\n<li class=\"toc-level-3\">4.3.2 HBM \ubc0f \uace0\uae09 \ud328\ud0a4\uc9d5\uc758 \uacf5\uae09 \uc81c\uc57d<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc218\ucd9c \ud1b5\uc81c \ubc0f \uae30\uc220 \ubd84\uc5f4<\/li>\n<li class=\"toc-level-3\">4.3.4 \uace0\uae09 \ub0c9\uac01\uc744 \uc704\ud55c \uc11c\ube44\uc2a4 \uc6a9\uc774\uc131 \ubc0f \uc0dd\ud0dc\uacc4 \ubcf5\uc7a1\uc131<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \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 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/li>\n<li class=\"toc-level-2\">4.8 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.8.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.5 \uc0b0\uc5c5 \ub0b4 \uacbd\uc7c1<\/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 \ubc0f \ubb3c\ub7c9)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ucef4\ud4e8\ud305 \uc2e4\ub9ac\ucf58 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 GPU \uac00\uc18d\uae30<\/li>\n<li class=\"toc-level-3\">5.1.2 AI ASIC<\/li>\n<li class=\"toc-level-3\">5.1.3 FPGA<\/li>\n<li class=\"toc-level-3\">5.1.4 CPU<\/li>\n<li class=\"toc-level-3\">5.1.5 NPU (\uc5e3\uc9c0)<\/li>\n<li class=\"toc-level-3\">5.1.6 \uae30\ud0c0 \ucef4\ud4e8\ud305 \uc2e4\ub9ac\ucf58 \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc2dc\uc2a4\ud15c \ud3fc \ud329\ud130\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 AI \uc11c\ubc84<\/li>\n<li class=\"toc-level-3\">5.2.2 \uac00\uc18d\uae30 \uce74\ub4dc \ubc0f \ubaa8\ub4c8 (PCIe, OAM, SXM)<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud1b5\ud569 \uc2dc\uc2a4\ud15c \ubc0f \uc5b4\ud50c\ub77c\uc774\uc5b8\uc2a4<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc5e3\uc9c0 \uc7a5\uce58 \ubc0f \uac8c\uc774\ud2b8\uc6e8\uc774<\/li>\n<li class=\"toc-level-3\">5.2.5 \uae30\ud0c0 \uc2dc\uc2a4\ud15c \ud3fc \ud329\ud130<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ubc30\ud3ec \uc704\uce58\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130 \uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.3.2 \uae30\uc5c5 \ubc0f \uc628\ud504\ub808\ubbf8\uc2a4 \ub370\uc774\ud130 \uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc5e3\uc9c0 \ubc0f \uc5d4\ub4dc\ud3ec\uc778\ud2b8<\/li>\n<li class=\"toc-level-3\">5.3.4 \uae30\ud0c0 \ubc30\ud3ec \uc704\uce58<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc6cc\ud06c\ub85c\ub4dc \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ud6c8\ub828<\/li>\n<li class=\"toc-level-3\">5.4.2 \ucd94\ub860<\/li>\n<li class=\"toc-level-3\">5.4.3 \uae30\ud0c0 \uc6cc\ud06c\ub85c\ub4dc \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.5.2 \uae30\uc220 \ubc0f \uc778\ud130\ub137 \uae30\uc5c5<\/li>\n<li class=\"toc-level-3\">5.5.3 \uae08\uc735 \uc11c\ube44\uc2a4<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc758\ub8cc \ubc0f \uc0dd\uba85 \uacfc\ud559<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc790\ub3d9\ucc28 \ubc0f \uc81c\uc870<\/li>\n<li class=\"toc-level-3\">5.5.6 \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.5.7 \uc18c\ub9e4 \ubc0f \uc18c\ube44\uc790<\/li>\n<li class=\"toc-level-3\">5.5.8 \uacf5\uacf5 \ubd80\ubb38<\/li>\n<li class=\"toc-level-3\">5.5.9 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.6.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.6.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \uce60\ub808<\/li>\n<li class=\"toc-level-4\">5.6.2.4 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.6.3.6 \ub124\ub35c\ub780\ub4dc<\/li>\n<li class=\"toc-level-4\">5.6.3.7 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.6.3.8 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.6.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.6.4.6 \uc2f1\uac00\ud3ec\ub974<\/li>\n<li class=\"toc-level-4\">5.6.4.7 \ub300\ub9cc<\/li>\n<li class=\"toc-level-4\">5.6.4.8 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.6.5.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.6.5.4 \uc774\uc2a4\ub77c\uc5d8<\/li>\n<li class=\"toc-level-4\">5.6.5.5 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.6 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.6.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.6.6.3 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.6.6.4 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/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.<\/li>\n<li class=\"toc-level-3\">6.4.3 \uc778\ud154 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.4 \ud654\uc6e8\uc774 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4 Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 \uc778\ud130\ub0b4\uc154\ub110 \ube44\uc988\ub2c8\uc2a4 \uba38\uc2e0\uc988 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.6 \ub378 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 \ud734\ub81b \ud329\ucee4\ub4dc \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ucef4\ud37c\ub2c8<\/li>\n<li class=\"toc-level-3\">6.4.8 \uc288\ud37c \ub9c8\uc774\ud06c\ub85c \ucef4\ud4e8\ud130, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 \ub808\ub178\ubc84 \uadf8\ub8f9 \ub9ac\ubbf8\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.10 \uc778\uc2a4\ud37c \uc804\uc790 \uc815\ubcf4 \uc0b0\uc5c5 Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 \uc544\ub9c8\uc874\ub2f7\ucef4, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 \uad6c\uae00 LLC<\/li>\n<li class=\"toc-level-3\">6.4.13 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.14 \ubc14\uc774\ub450, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 \uc54c\ub9ac\ubc14\ubc14 \uadf8\ub8f9 \ud640\ub529 \ub9ac\ubbf8\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.16 \ud150\uc13c\ud2b8 \ud640\ub529\uc2a4 \ub9ac\ubbf8\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.17 \uc138\ub808\ube0c\ub77c\uc2a4 \uc2dc\uc2a4\ud15c\uc988 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 \uadf8\ub798\ud504\ucf54\uc5b4 \ub9ac\ubbf8\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.19 \ud150\uc2a4\ud1a0\ub80c\ud2b8, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 \uadf8\ub85d, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.21 \uc0bc\ubc14\ub178\ubc14 \uc2dc\uc2a4\ud15c\uc988, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.22 \ud004\ucef4 \uc778\ucf54\ud37c\ub808\uc774\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.23 \uc554 \ud640\ub529\uc2a4 plc<\/li>\n<li class=\"toc-level-3\">6.4.24 \uc554\ud398\uc5b4 \ucef4\ud4e8\ud305 LLC<\/li>\n<\/ul>\n<\/li>\n<li><strong>*\ubaa9\ub85d\uc740 \uc804\ubd80\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 \ucef4\ud4e8\ud305 \ud558\ub4dc\uc6e8\uc5b4 \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>AI \ucef4\ud4e8\ud305 \ud558\ub4dc\uc6e8\uc5b4 \uc2dc\uc7a5\uc740 2026\ub144 474\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 775\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 10.33%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c \uc2dc\uc2a4\ud15c \uc124\uacc4\uc758 \ubcc0\ud654, \ud2b9\ud788 \ucd94\ub860(Inference) \uc6cc\ud06c\ub85c\ub4dc\uac00 \ud504\ub85c\ub355\uc158 \ubc30\ud3ec\ub97c \uc9c0\ubc30\ud558\uba74\uc11c \uc6a9\ub7c9 \uacc4\ud68d, \uc778\ud504\ub77c \uc124\uacc4 \ubc0f \uac00\uc18d\uae30 \uc120\ud0dd\uc744 \uc7ac\ud3b8\ud558\ub294 \ub370 \uae30\uc778\ud569\ub2c8\ub2e4. \ubd81\ubbf8\uac00 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc138\ub97c \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub0ae\uc740 \ud3b8\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \ub3d9\ud5a5<\/p>\n<p>AI \ucef4\ud4e8\ud305 \ud558\ub4dc\uc6e8\uc5b4 \uc2dc\uc7a5\uc740 \ud655\uc7a5 \uac00\ub2a5\ud558\uace0 \ud504\ub85c\ub355\uc158 \ub4f1\uae09\uc758 \ucd94\ub860\uc744 \ubc18\ubcf5\uc801\uc778 \uc9c0\ucd9c\uc758 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c \uc7ac\uc870\uc815\ud558\uace0 \uc788\uc73c\uba70, \uc2e4\uc2dc\uac04 \uc11c\ube44\uc2a4\uc5d0 \ub300\ud55c \uc774\ub7ec\ud55c \uac15\uc870\ub294 \uc6b4\uc601\uc790 \uc804\ubc18\uc758 \uc5f4, \ub124\ud2b8\uc6cc\ud0b9 \ubc0f \uba54\ubaa8\ub9ac \uc124\uacc4 \uc120\ud0dd\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub799 \ub808\ubca8 \ud1b5\ud569 \ubc0f \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4(Co-packaged Optics)\ub294 \uc6b4\uc601\uc790\ub4e4\uc774 \ube44\ud2b8\ub2f9 \uc804\ub825\uc744 \uc904\uc774\uace0 \ub300\uaddc\ubaa8 \ud6c8\ub828 \ubc0f \ucd94\ub860 \ud328\ube0c\ub9ad\uc5d0\uc11c \ud074\ub7ec\uc2a4\ud130 \ubcf5\uc6d0\ub825\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\uae30 \uc704\ud574 \ub178\ub825\ud568\uc5d0 \ub530\ub77c \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ub825 \uac00\uc6a9\uc131, \uba54\ubaa8\ub9ac \uacf5\uae09 \ubc0f \uc218\ucd9c \uc815\ucc45\uc740 \uc8fc\uc694 \ub9c8\ucc30 \uc9c0\uc810\uc73c\ub85c \ub0a8\uc544 \uc788\uc9c0\ub9cc, \uc7a5\uae30 \uacc4\uc57d \ubc0f \uc0ac\uc804 \uc57d\uc815\ub41c \uc804\ub825 \uc804\ub7b5\uc740 AI \ucef4\ud4e8\ud305 \ud558\ub4dc\uc6e8\uc5b4 \uc2dc\uc7a5\uc758 \ud22c\uc790 \uacb0\uc815\uc744 \uc548\uc815\ud654\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \ucef4\ud4e8\ud305 \uc2e4\ub9ac\ucf58 \uc720\ud615: GPU \uac00\uc18d\uae30\uac00 2025\ub144 \ub9e4\ucd9c\uc758 64%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \uc720\uc9c0\ud588\uc73c\ub098, AI ASIC\uc740 2031\ub144\uae4c\uc9c0 10.6%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc2dc\uc2a4\ud15c \ud3fc \ud329\ud130: AI \uc11c\ubc84\uac00 2025\ub144 78%\uc758 \uc810\uc720\uc728\ub85c \uc9c0\ubc30\uc801\uc774\uc5c8\uc73c\uba70, \ud1b5\ud569 \ub799 \uc2a4\ucf00\uc77c \ud50c\ub7ab\ud3fc\uc740 2031\ub144\uae4c\uc9c0 10.7%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud3ec \uc704\uce58: \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130 \uc13c\ud130\uac00 2025\ub144 44%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uc5e3\uc9c0 \ubc0f \uc5d4\ub4dc\ud3ec\uc778\ud2b8 \uc0ac\uc774\ud2b8\ub294 2025\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 10.9%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6cc\ud06c\ub85c\ub4dc \uc720\ud615: \ucd94\ub860\uc774 2025\ub144 35%\uc758 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 11.2%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \ubc1c\uc804\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uac00 2025\ub144 \uc9c0\ucd9c\uc758 57.4%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc0dd\uba85 \uacfc\ud559 \ubd84\uc57c\ub294 2031\ub144\uae4c\uc9c0 10.9%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed: \ubd81\ubbf8\uac00 2025\ub144 35.7%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2031\ub144\uae4c\uc9c0 11.0%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \uc601\ud5a5<\/p>\n<p>*   \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec AI \uc778\ud504\ub77c \uc790\ubcf8 \uc9c0\ucd9c \ud655\ub300 (+3.2% CAGR \uc601\ud5a5): \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 AI \uc778\ud504\ub77c \ud22c\uc790\ub294 \uc11c\ubc84, \uac00\uc18d\uae30, \uace0\uc18d \ub124\ud2b8\uc6cc\ud0b9 \ud328\ube0c\ub9ad \ubc0f \uc561\uccb4 \ub0c9\uac01 \ub799 \uc124\uacc4\uc5d0 \uc9d1\uc911\ub418\uba70, \ub300\uaddc\ubaa8 \ubc30\ud3ec\ub294 \uc6b4\uc601\uc790 \uc218\uc694\uc758 \uaddc\ubaa8\uc640 \uc9c0\uc18d\uc131\uc744 \uc785\uc99d\ud569\ub2c8\ub2e4.<br \/>\n*   \ud6c8\ub828\uc5d0\uc11c \ucd94\ub860\uc73c\ub85c\uc758 \uc804\ud658\uc73c\ub85c \ucef4\ud4e8\ud305 \ubcfc\ub968 \uc99d\uac00 (+2.8% CAGR \uc601\ud5a5): \ucef4\ud4e8\ud305 \uc0ac\uc774\ud074\uc758 \uade0\ud615\uc774 \ucd94\ub860\uc73c\ub85c \uc774\ub3d9\ud558\uba74\uc11c, \ud1a0\ud070\ub2f9 \ube44\uc6a9, \ub0ae\uc740 \uc9c0\uc5f0 \uc2dc\uac04 \ubc0f \ud6a8\uc728\uc801\uc778 \uba54\ubaa8\ub9ac \uacc4\uce35\uc5d0 \ucd5c\uc801\ud654\ub41c \uac00\uc18d\uae30 \ubc0f \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud558\uc774\uc5d4\ub4dc AI GPU \ubc0f \ub799 \uc2a4\ucf00\uc77c \uc2dc\uc2a4\ud15c\uc758 \ube60\ub978 \uc81c\ud488 \uc8fc\uae30 (+1.7% CAGR \uc601\ud5a5): \uc120\ub3c4\uc801\uc778 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uac00\uc18d\ud654\ub41c \uc5c5\ub370\uc774\ud2b8 \uc8fc\uae30\ub85c \uc6b4\uc601\ud558\uba70, \ub799 \uc2a4\ucf00\uc77c \ud50c\ub7ab\ud3fc\uc740 \ucef4\ud4e8\ud305, \uace0\ub300\uc5ed\ud3ed \ub124\ud2b8\uc6cc\ud0b9 \ubc0f \uc561\uccb4 \ub0c9\uac01\uc744 \ud1b5\ud569\ud558\uc5ec \ube60\ub978 \uc2dc\uc6b4\uc804\uacfc \uc77c\uad00\ub41c \uc131\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \uac00\uc18d \uc11c\ubc84\uac00 AI \uc778\ud504\ub77c \uc9c0\ucd9c \uc9c0\ubc30 (+2.1% CAGR \uc601\ud5a5): GPU \ubc0f \ub9de\ucda4\ud615 \uac00\uc18d\uae30\ub97c \ub0b4\uc7a5\ud55c \uc11c\ubc84\uac00 AI \uc778\ud504\ub77c \uc9c0\ucd9c\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\uba70, \ub300\uaddc\ubaa8 \ud2b8\ub79c\uc2a4\ud3ec\uba38 \ubaa8\ub378 \ubc0f \uc2a4\ucf00\uc77c\uc544\uc6c3 \ud6c8\ub828\uc5d0\ub294 \uc218\ucc9c \uac1c\uc758 \uae34\ubc00\ud558\uac8c \uc5f0\uacb0\ub41c \uac00\uc18d\uae30\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<br \/>\n*   \uace0\ub300\uc5ed\ud3ed \uc0c1\ud638 \uc5f0\uacb0\uc744 \uc704\ud55c \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4 \ucc44\ud0dd (+0.8% CAGR \uc601\ud5a5): \ub370\uc774\ud130 \uc13c\ud130 \ud328\ube0c\ub9ad\uc5d0\uc11c \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4\uac00 \ubd80\uc0c1\ud558\uc5ec \ube44\ud2b8\ub2f9 \uc804\ub825\uc744 \uc904\uc774\uace0 \uc2dc\uc2a4\ud15c \ubcf5\uc6d0\ub825\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \uc561\uccb4 \ub0c9\uac01 \uce68\ud22c\ub85c \uace0-TDP AI \uc2dc\uc2a4\ud15c \uad6c\ud604 (+1.5% CAGR \uc601\ud5a5): \uc561\uccb4 \ub0c9\uac01\uc758 \uad11\ubc94\uc704\ud55c \ucc44\ud0dd\uc740 \uace0\ubc00\ub3c4 \ubc0f \uc9c0\uc18d\uc801\uc778 \ubd80\ud558 \ud504\ub85c\ud30c\uc77c\uc744 \uad00\ub9ac\ud558\ub294 \ub370 \ud544\uc218\uc801\uc774\uba70, \uace0-TDP \uac00\uc18d\uae30 \ub85c\ub4dc\ub9f5\uacfc \uc77c\uce58\ud558\ub294 \ubaa8\ub4c8\uc2dd \uc804\ub825 \uc544\ud0a4\ud14d\ucc98\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \ubc0f \uc601\ud5a5<\/p>\n<p>*   AI \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc804\ub825 \ubc0f \uadf8\ub9ac\ub4dc \uc81c\uc57d (-2.3% CAGR \uc601\ud5a5): \uc8fc\uc694 \ub300\ub3c4\uc2dc \uc9c0\uc5ed\uc758 \uc804\ub825 \uac00\uc6a9\uc131 \ubc0f \uc0c1\ud638 \uc5f0\uacb0 \uc77c\uc815 \uc81c\uc57d\uc740 \ub300\uaddc\ubaa8 \ucea0\ud37c\uc2a4\uc758 \uc2dc\uc6b4\uc804 \uc77c\uc815\uc744 \uc5f0\uc7a5\uc2dc\ud0a4\uba70, \uc561\uccb4 \ub0c9\uac01 \ubc0f \ubaa8\ub4c8\uc2dd \uc804\ub825 \uc544\ud0a4\ud14d\ucc98 \ucc44\ud0dd\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   HBM \ubc0f \uace0\uae09 \ud328\ud0a4\uc9d5 \uacf5\uae09 \uc81c\uc57d (-1.9% CAGR \uc601\ud5a5): \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \ubc0f \uace0\uae09 \ud328\ud0a4\uc9d5\uc740 \uac00\uc18d\uae30 \ucd9c\ud558\ub7c9\uc758 \uc81c\ud55c \uc694\uc18c\ub85c \ub0a8\uc544 \uc788\uc73c\uba70, \uc218\uc694 \uc99d\uac00\ub294 \ub2e8\uae30\uc801\uc73c\ub85c \uac00\uc6a9 \uc6a9\ub7c9\uc5d0 \uc555\ub825\uc744 \uac00\ud569\ub2c8\ub2e4.<br \/>\n*   \uc218\ucd9c \ud1b5\uc81c \ubc0f \uae30\uc220 \ubd84\uc5f4 (-0.7% CAGR \uc601\ud5a5): \ubbf8\uad6d-\uc911\uad6d \uae30\uc220 \ud68c\ub791\uc744 \ub530\ub77c \ubc1c\uc0dd\ud558\ub294 \uc218\ucd9c \ud1b5\uc81c\ub294 \uad6d\uacbd \uac04 \uc6a9\ub7c9 \ud560\ub2f9 \ubc0f \uce69 \uac00\uc6a9\uc131\uc5d0 \ub300\ud55c \uacc4\ud68d \ubcf5\uc7a1\uc131\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \uace0\uae09 \ub0c9\uac01\uc758 \uc11c\ube44\uc2a4 \uc6a9\uc774\uc131 \ubc0f \uc0dd\ud0dc\uacc4 \ubcf5\uc7a1\uc131 (-0.4% CAGR \uc601\ud5a5): \ud2b9\ud788 \uae30\uc874 \uc2dc\uc124\uc758 \uac1c\uc870 \uc2dc\ub098\ub9ac\uc624\uc5d0\uc11c \uace0\uae09 \ub0c9\uac01 \uc194\ub8e8\uc158\uc758 \uc11c\ube44\uc2a4 \uc6a9\uc774\uc131 \ubc0f \ubcf5\uc7a1\uc131\uc740 \uc81c\uc57d\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \ucef4\ud4e8\ud305 \uc2e4\ub9ac\ucf58 \uc720\ud615: GPU \uac00\uc18d\uae30\ub294 \uc131\uc219\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc2a4\ud0dd\uacfc \uc219\ub828\ub41c \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uc778\ub825\uc73c\ub85c \uc778\ud574 \ub192\uc740 \uc804\ud658 \ube44\uc6a9\uc744 \uc720\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub300\uaddc\ubaa8 \uc6b4\uc601\uc790\ub4e4\uc774 \ud504\ub85c\ub355\uc158 \ucd94\ub860\uc744 \uc704\ud55c \ud1a0\ud070\ub2f9 \ud6a8\uc728\uc131\uacfc \uc6cc\ud06c\ub85c\ub4dc \uc815\ub82c\uc744 \uc6b0\uc120\uc2dc\ud568\uc5d0 \ub530\ub77c AI ASIC\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2dc\uc2a4\ud15c \ud3fc \ud329\ud130: AI \uc11c\ubc84\uac00 \uc9c0\ubc30\uc801\uc778 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\ub294 \uac00\uc6b4\ub370, \uc804\ub825 \ubc00\ub3c4\uc640 \uc561\uccb4 \ub0c9\uac01 \ud658\uacbd\uc5d0\uc11c\uc758 \uc608\uce21 \uac00\ub2a5\ud55c \uc131\ub2a5 \ubc0f \ub2e8\uc21c\ud654\ub41c \uc2dc\uc6b4\uc804\uc744 \uc81c\uacf5\ud558\ub294 \ud1b5\ud569 \ub799 \uc2a4\ucf00\uc77c \uc194\ub8e8\uc158\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud3ec \uc704\uce58: \ud6c8\ub828 \ubc0f \ub300\uaddc\ubaa8 \ucd94\ub860 \ud074\ub7ec\uc2a4\ud130\ub294 \uace0\uc804\ub825 \ubc00\ub3c4\uc640 \uace0\uae09 \ub124\ud2b8\uc6cc\ud0b9\uc744 \uac16\ucd98 \uc804\uc6a9 \uc0ac\uc774\ud2b8\ub97c \uc120\ud638\ud558\uc5ec \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130 \uc13c\ud130\uac00 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \ubc18\uba74, \uc9c0\uc5f0 \uc2dc\uac04\uc5d0 \ubbfc\uac10\ud55c \ucd94\ub860\uc774 \uc0ac\uc6a9\uc790\uc5d0\uac8c \ub354 \uac00\uae4c\uc774 \uc774\ub3d9\ud568\uc5d0 \ub530\ub77c \uc5e3\uc9c0 \ubc0f \uc5d4\ub4dc\ud3ec\uc778\ud2b8 \uc0ac\uc774\ud2b8\uac00 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6cc\ud06c\ub85c\ub4dc \uc720\ud615: \ucd94\ub860\uc740 \ucd08\uae30 \ubaa8\ub378 \ud6c8\ub828 \ud6c4 \uc9c0\uc18d\uc801\uc778 \uc11c\ube44\uc2a4 \uc6cc\ud06c\ub85c\ub4dc\uc758 \ud2b9\uc131\uc744 \ubc18\uc601\ud558\uc5ec \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc785\ub2c8\ub2e4. \uc774\ub294 \ud1a0\ud070\ub2f9 \ube44\uc6a9, \uc640\ud2b8\ub2f9 \ucc98\ub9ac\ub7c9 \ubc0f \uccab \ud1a0\ud070\uae4c\uc9c0\uc758 \uc2dc\uac04\uc744 \uc911\uc694\ud558\uac8c \uc5ec\uae30\ub294 \uc124\uacc4 \uc120\ud0dd\uc744 \uc720\ub3c4\ud569\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uac00 \ud6c8\ub828 \ubc0f \ucd94\ub860\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ud1b5\ud569\ud558\uc5ec \uc9c0\ucd9c\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc0dd\uba85 \uacfc\ud559 \ubd84\uc57c\ub294 \uc9c4\ub2e8 \uc601\uc0c1, \uc784\uc0c1 \uc758\uc0ac \uacb0\uc815 \uc9c0\uc6d0 \ubc0f \uaddc\uc81c \uc900\uc218 \uc694\uad6c \uc0ac\ud56d\uc73c\ub85c \uc778\ud574 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>\ubd81\ubbf8\ub294 \uae00\ub85c\ubc8c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \ubcf8\uc0ac, \ud50c\ub7ab\ud3fc \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ubc0f \uace0\uae09 \uc124\uacc4 \ud30c\ud2b8\ub108\uc2ed\uc774 \uc9d1\uc911\ub418\uc5b4 2025\ub144 \ub9e4\ucd9c\uc758 35.7%\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc \uc774\ub2c8\uc154\ud2f0\ube0c\uc640 \uc9c0\uc5ed \ub514\uc9c0\ud138 \uc11c\ube44\uc2a4\uac00 \ud604\uc9c0 \ucef4\ud4e8\ud305 \ubc1c\uc790\uad6d\uc744 \uc99d\uac00\uc2dc\ud0a4\uba74\uc11c 2031\ub144\uae4c\uc9c0 11.0%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub978 \ud655\uc7a5\uc744 \ubcf4\uc785\ub2c8\ub2e4. \uc720\ub7fd\uc740 \ub370\uc774\ud130 \uc0c1\uc8fc \ubc0f \uc804\ub825 \uac00\uc6a9\uc131\uc758 \uade0\ud615\uc744 \ub9de\ucd94\uace0 \uc788\uc73c\uba70, \uc911\ub3d9\uc740 \uc11c\uad6c \uae30\uc220 \uc2a4\ud0dd\uc744 \ubcf4\uc644\ud558\ub294 \ub300\uaddc\ubaa8 AI \uc778\ud504\ub77c\uc5d0 \uc9c0\uc18d\uc801\uc73c\ub85c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc218\ucd9c \ud1b5\uc81c\ub294 \ubbf8\uad6d-\uc911\uad6d \ud68c\ub791\uc744 \ub530\ub77c \uc18c\uc2f1 \ubc0f \ubc30\ud3ec \uacb0\uc815\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uc774\ub294 \uad6d\uacbd \uac04 \uc6a9\ub7c9 \ud560\ub2f9 \ubc0f \uce69 \uac00\uc6a9\uc131\uc5d0 \ub300\ud55c \uacc4\ud68d \ubcf5\uc7a1\uc131\uc744 \uc57c\uae30\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>AI \ucef4\ud4e8\ud305 \ud558\ub4dc\uc6e8\uc5b4 \uc2dc\uc7a5\uc740 \uc801\ub2f9\ud55c \ud1b5\ud569 \uc218\uc900\uc744 \ubcf4\uc774\uba70, \ud55c \uacf5\uae09\uc5c5\uccb4\uac00 2025\ub144\uae4c\uc9c0 AI \uac00\uc18d\uae30 \uc2dc\uc7a5\uc758 \uac70\uc758 70%\ub97c \uc810\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. NVIDIA\ub294 GPU, \ud328\ube0c\ub9ad \ubc0f \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uacb0\ud569\ud55c \ud480 \uc2a4\ud0dd \uc811\uadfc \ubc29\uc2dd\uc73c\ub85c \uc120\ub450\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. AMD\ub294 \uac1c\ubc29\uc801\uc774\uace0 \uc0c1\ud638 \uc6b4\uc6a9 \uac00\ub2a5\ud55c \uc811\uadfc \ubc29\uc2dd\uc744 \ucd94\uc9c4\ud558\uba70 \uc561\uccb4 \ub0c9\uac01 \ubc0f \ub124\ud2b8\uc6cc\ud0b9\uc744 \ud1b5\ud569\ud55c \ub799 \uc2a4\ucf00\uc77c \ud50c\ub7ab\ud3fc\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. Intel\uacfc NVIDIA\ub294 \ub9de\ucda4\ud615 x86 CPU\uc640 NVIDIA AI \ud50c\ub7ab\ud3fc\uc744 \ud1b5\ud569\ud558\ub294 \uc804\ub7b5\uc801 \ud611\ub825\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc6c0\uc9c1\uc784\uc740 \ud328\ud0a4\uc9c0\ud615 \ub799 \uc194\ub8e8\uc158 \ubc0f \ud1b5\ud569 \ud328\ube0c\ub9ad\uc73c\ub85c\uc758 \uc2dc\uc7a5 \uc804\ud658\uacfc \uc77c\uce58\ud569\ub2c8\ub2e4. \uc561\uccb4 \ub0c9\uac01 \uacf5\uae09\uc5c5\uccb4 \ubc0f \uc804\ub825 \ubd84\ubc30 \uacf5\uae09\uc5c5\uccb4\ub294 \uc2dc\uc2a4\ud15c \uc131\ub2a5, \uc11c\ube44\uc2a4 \uc6a9\uc774\uc131 \ubc0f \uac00\ub3d9 \uc2dc\uac04\uc5d0 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud558\uba70, \ucf54\ud328\ud0a4\uc9c0\ub4dc \uc635\ud2f1\uc2a4 \ucc44\ud0dd\uc740 \ube44\ud2b8\ub2f9 \uc804\ub825\uc744 \uc904\uc774\uace0 \ud328\ube0c\ub9ad \uacac\uace0\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ubc1c\uc804<\/p>\n<p>*   2026\ub144 1\uc6d4: AMD\ub294 CES 2026\uc5d0\uc11c Ryzen AI 400 \uc2dc\ub9ac\uc988 \ud504\ub85c\uc138\uc11c\ub97c \ud655\uc7a5\ud558\uace0 \ub85c\uceec \ub300\uaddc\ubaa8 \ubaa8\ub378 \uac1c\ubc1c \ubc0f \ucd94\ub860\uc744 \uc704\ud55c \ubbf8\ub2c8 PC\uc778 Ryzen AI Halo \uac1c\ubc1c\uc790 \ud50c\ub7ab\ud3fc\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 10\uc6d4: AMD\ub294 OCP 2025 \uc11c\ubc0b\uc5d0\uc11c Open Rack Wide \uc0ac\uc591\uc744 \uae30\ubc18\uc73c\ub85c \ud558\uace0 \ub2e4\uac00\uc624\ub294 Instinct \uac00\uc18d\uae30\ub97c \uc911\uc2ec\uc73c\ub85c \ud558\ub294 Helios \ub799 \uc2a4\ucf00\uc77c AI \ud50c\ub7ab\ud3fc\uc744 \uacf5\uac1c\ud558\uba70 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c AI\ub97c \uc704\ud55c \uac1c\ubc29\ud615 \uc0c1\ud638 \uc6b4\uc6a9\uc131\uc744 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 10\uc6d4: Micron\uc740 AI \ub370\uc774\ud130 \uc13c\ud130\uc6a9 192GB SOCAMM2 LPDDR5X \ubaa8\ub4c8 \uc0d8\ud50c\ub9c1\uc744 \ubc1c\ud45c\ud558\uba70 \uc2e4\uc2dc\uac04 \ucd94\ub860\uc744 \uc704\ud55c \uccab \ud1a0\ud070\uae4c\uc9c0\uc758 \uc2dc\uac04 \ub2e8\ucd95 \ubc0f \uc561\uccb4 \ub0c9\uac01 \uc11c\ubc84\uc758 \uc11c\ube44\uc2a4 \uc6a9\uc774\uc131 \ud5a5\uc0c1\uc744 \uc5b8\uae09\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 9\uc6d4: Intel\uacfc NVIDIA\ub294 NVLink\ub97c \ud1b5\ud574 \ud1b5\ud569\ub41c NVIDIA \ub9de\ucda4\ud615 x86 CPU \ubc0f NVIDIA GPU \uce69\ub81b\uc774 \ud3ec\ud568\ub41c PC SoC\ub97c \ud3ec\ud568\ud558\uc5ec AI \uc778\ud504\ub77c \ubc0f \uac1c\uc778 \ucef4\ud4e8\ud305 \uc81c\ud488\uc744 \uacf5\ub3d9 \uac1c\ubc1c\ud558\uae30 \uc704\ud55c \ud30c\ud2b8\ub108\uc2ed\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 AI \ucef4\ud4e8\ud305 \ud558\ub4dc\uc6e8\uc5b4 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. AI \ucef4\ud4e8\ud305 \ud558\ub4dc\uc6e8\uc5b4\ub294 AI \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \ub354 \ube60\ub978 \ucc98\ub9ac\ub97c \uac00\ub2a5\ud558\uac8c \ud558\ub294 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \ub610\ub294 \ub9c8\uc774\ud06c\ub85c\uce69\uc744 \uc758\ubbf8\ud558\uba70, \ub3c5\ub9bd\ud615 \ube44\uc804 \ud504\ub85c\uc138\uc11c \ubc0f \uc784\ubca0\ub514\ub4dc \uc0ac\uc6b4\ub4dc \ud504\ub85c\uc138\uc11c \ub4f1\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \uc2dc\uc7a5\uc740 2026\ub144 474.3\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144 775.5\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc5f0\ud3c9\uade0 10.3%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 AI \uc778\ud504\ub77c \uc790\ubcf8 \uc9c0\ucd9c \ud655\ub300, AI \uc6cc\ud06c\ub85c\ub4dc\uc758 \ud6c8\ub828(Training)\uc5d0\uc11c \ucd94\ub860(Inference)\uc73c\ub85c\uc758 \uc804\ud658\uc5d0 \ub530\ub978 \ucef4\ud4e8\ud305 \ubcfc\ub968 \uc99d\uac00, \uace0\uc131\ub2a5 AI GPU \ubc0f \ub799 \uc2a4\ucf00\uc77c \uc2dc\uc2a4\ud15c\uc758 \ube60\ub978 \uc81c\ud488 \ucd9c\uc2dc \uc8fc\uae30, AI \uc778\ud504\ub77c \uc9c0\ucd9c\uc5d0\uc11c \uac00\uc18d\ud654 \uc11c\ubc84\uc758 \uc9c0\ubc30\ub825, \uace0\ub300\uc5ed\ud3ed \uc0c1\ud638 \uc5f0\uacb0\uc744 \uc704\ud55c \ucf54\ud328\ud0a4\uc9c0\ub4dc \uad11\ud559(Co-Packaged Optics) \ucc44\ud0dd, \uadf8\ub9ac\uace0 \ub354 \ub192\uc740 TDP(\uc5f4 \uc124\uacc4 \uc804\ub825) AI \uc2dc\uc2a4\ud15c\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc561\uccb4 \ub0c9\uac01(Liquid Cooling) \uae30\uc220\uc758 \ud655\uc0b0\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 AI \ub370\uc774\ud130\uc13c\ud130\uc758 \uc804\ub825 \ubc0f \uc804\ub825\ub9dd \uc81c\uc57d, HBM(\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac) \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubd84\uc57c\uc758 \uacf5\uae09 \uc81c\uc57d, \uc218\ucd9c \ud1b5\uc81c \ubc0f \uae30\uc220 \ubd84\uc5f4, \uadf8\ub9ac\uace0 \ucca8\ub2e8 \ub0c9\uac01 \uc2dc\uc2a4\ud15c\uc758 \uc11c\ube44\uc2a4 \uc6a9\uc774\uc131 \ubc0f \uc0dd\ud0dc\uacc4 \ubcf5\uc7a1\uc131 \ub4f1\uc774 \uc9c0\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ucef4\ud4e8\ud305 \uc2e4\ub9ac\ucf58 \uc720\ud615, \uc2dc\uc2a4\ud15c \ud3fc \ud329\ud130, \ubc30\ud3ec \uc704\uce58, \uc6cc\ud06c\ub85c\ub4dc \uc720\ud615, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \ucef4\ud4e8\ud305 \uc2e4\ub9ac\ucf58 \uc720\ud615\ubcc4: GPU \uac00\uc18d\uae30\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 64%\ub85c \uc120\ub450\ub97c \uc720\uc9c0\ud558\uba70, AI ASIC\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 10.6%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud3ec \uc704\uce58\ubcc4: \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130\uc13c\ud130\uac00 2025\ub144 44%\uc758 \uc810\uc720\uc728\ub85c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uc9c0\ub9cc, \ub300\uae30 \uc2dc\uac04\uc5d0 \ubbfc\uac10\ud55c \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\uac00 \uc0ac\uc6a9\uc790\uc5d0\uac8c \ub354 \uac00\uae4c\uc6cc\uc9c0\uba74\uc11c \uc5e3\uc9c0 \ubc0f \uc5d4\ub4dc\ud3ec\uc778\ud2b8 \ubc30\ud3ec\uac00 \uc5f0\ud3c9\uade0 10.9%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \ud655\uc7a5\ub420 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc6cc\ud06c\ub85c\ub4dc \uc720\ud615\ubcc4: \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\uac00 2025\ub144 35%\uc758 \uc810\uc720\uc728\uacfc \uc5f0\ud3c9\uade0 11.2%\uc758 \uc131\uc7a5\ub960\ub85c \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud558\uba70, \ud1a0\ud070\ub2f9 \ube44\uc6a9, \uba54\ubaa8\ub9ac \uc6a9\ub7c9 \ubc0f \uc804\ub825 \ud6a8\uc728\uc131\uc5d0 \ub300\ud55c \uc124\uacc4 \uc6b0\uc120\uc21c\uc704\ub97c \ubcc0\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uac00 2025\ub144 \uc9c0\ucd9c\uc758 57.4%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc0dd\uba85 \uacfc\ud559 \ubd84\uc57c\uac00 \uc5f0\ud3c9\uade0 10.9%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd80\ubb38\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \ubd81\ubbf8\uac00 2025\ub144 35.7%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 11.0%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\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 NVIDIA, AMD, Intel, Huawei, IBM, Dell, HPE, Super Micro Computer, Lenovo, Inspur \ub4f1 \uc8fc\uc694 \ud558\ub4dc\uc6e8\uc5b4 \uacf5\uae09\uc5c5\uccb4\uc640 Amazon, Google, Microsoft, Baidu, Alibaba, Tencent\uc640 \uac19\uc740 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4 \ubc0f Cerebras Systems, Graphcore, Tenstorrent, Groq, SambaNova Systems \ub4f1 \uc804\ubb38 AI \uce69 \uac1c\ubc1c\uc0ac\ub97c \ud3ec\ud568\ud55c \ub2e4\uc591\ud55c \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ud2b9\ud788 \ubbf8\uac1c\ucc99 \uc601\uc5ed \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c 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