{"id":38178,"date":"2026-02-12T00:58:07","date_gmt":"2026-02-12T00:58:07","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/hybrid-memory-cube-market-mordor\/"},"modified":"2026-09-11T07:37:06","modified_gmt":"2026-09-10T22:37:06","slug":"hybrid-memory-cube-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/hybrid-memory-cube-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud558\uc774\ube0c\ub9ac\ub4dc \uba54\ubaa8\ub9ac \ud050\ube0c \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\/hybrid-memory-cube-market-1765288518325-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\/hybrid-memory-cube-market-size-image-1768490423450.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 \uc99d\uac00\ud558\ub294 \uae30\uc5c5 \uc2a4\ud1a0\ub9ac\uc9c0 \ubc0f \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \uc0c8\ub85c\uace0\uce68 \uc8fc\uae30<\/li>\n<li class=\"toc-level-3\">4.2.2 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\ub97c \uc694\uad6c\ud558\ub294 AI\/HPC \uc6cc\ud06c\ub85c\ub4dc\uc758 \ube60\ub978 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.3 5G \ucf54\uc5b4 \ubc0f \uc5e3\uc9c0 \ub124\ud2b8\uc6cc\ud0b9 \uc7a5\ube44 \ubc30\ud3ec \ud655\ub300<\/li>\n<li class=\"toc-level-3\">4.2.4 \ubbf8\uad6d, \uc911\uad6d \ubc0f \uc720\ub7fd\uc758 \uc815\ubd80 \uc9c0\uc6d0 \uc5d1\uc0ac\uc2a4\ucf00\uc77c \ucef4\ud4e8\ud305 \uc774\ub2c8\uc154\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.5 \uce69\ub81b \uae30\ubc18 \uc774\uc885 \ud1b5\ud569 \uc544\ud0a4\ud14d\ucc98\uc758 \ud655\uc0b0<\/li>\n<li class=\"toc-level-3\">4.2.6 \ud074\ub77c\uc6b0\ub4dc \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uad6c\uc131 \uac00\ub2a5 \ubc0f \ubd84\ub9ac\ud615 \uc11c\ubc84 \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658<\/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 \uae30\uc874 DDRx \/ LPDDR DRAM \uae30\uc220\uc758 \uac15\ub825\ud55c \uc9c0\ubc30\ub825<\/li>\n<li class=\"toc-level-3\">4.3.2 \ub192\uc740 \uc81c\uc870 \ube44\uc6a9 \ubc0f TSV \uc218\uc728 \uc81c\uc57d<\/li>\n<li class=\"toc-level-3\">4.3.3 3D \uc2a4\ud0dd \uba54\ubaa8\ub9ac \ud050\ube0c\uc758 \uc5f4 \uad00\ub9ac \ubcf5\uc7a1\uc131<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc81c\ud55c\ub41c \uacf5\uae09\uc5c5\uccb4 \uc0dd\ud0dc\uacc4 \ubc0f IP \ub77c\uc774\uc120\uc2f1 \ub9c8\ucc30<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5<\/li>\n<li class=\"toc-level-2\">4.6 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.7 \uae30\uc220 \uc804\ub9dd<\/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 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.8.2 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.8.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.4 \ub300\uccb4 \uc81c\ud488\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.5 \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 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uae30\uc5c5\uc6a9 \uc2a4\ud1a0\ub9ac\uc9c0<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud1b5\uc2e0 \ubc0f \ub124\ud2b8\uc6cc\ud0b9<\/li>\n<li class=\"toc-level-3\">5.1.3 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc790\ub3d9\ucc28 ADAS<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uba54\ubaa8\ub9ac \uc6a9\ub7c9\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 2 GB\u20138 GB<\/li>\n<li class=\"toc-level-3\">5.2.2 8 GB\u201316 GB<\/li>\n<li class=\"toc-level-3\">5.2.3 16 GB\u201332 GB<\/li>\n<li class=\"toc-level-3\">5.2.4 32 GB \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ud504\ub85c\uc138\uc11c \uce90\uc2dc<\/li>\n<li class=\"toc-level-3\">5.3.2 \ub370\uc774\ud130 \ubc84\ud37c<\/li>\n<li class=\"toc-level-3\">5.3.3 \uadf8\ub798\ud53d \uba54\ubaa8\ub9ac<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc0b0\uc5c5\uc6a9 \/ IoT \uc5e3\uc9c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uae30\uc220 \ub178\ub4dc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 TSV \uae30\ubc18 \ud558\uc774\ube0c\ub9ac\ub4dc \uba54\ubaa8\ub9ac \ud050\ube0c (2\uc138\ub300)<\/li>\n<li class=\"toc-level-3\">5.4.2 \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 HMC<\/li>\n<li class=\"toc-level-3\">5.4.3 \uce69\ub81b \uae30\ubc18 HMC<\/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 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \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 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/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 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uacf5\ud654\uad6d<\/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 \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 \ud68c\uc0ac \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 \ub9c8\uc774\ud06c\ub860 \ud14c\ud06c\ub180\ub85c\uc9c0 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 \uc778\ud154 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.3 \uc0bc\uc131\uc804\uc790 \uc8fc\uc2dd\ud68c\uc0ac<\/li>\n<li class=\"toc-level-3\">6.4.4 SK\ud558\uc774\ub2c9\uc2a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 \uad6d\uc81c \ube44\uc988\ub2c8\uc2a4 \uba38\uc2e0\uc988 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.6 \uc5b4\ub4dc\ubc34\uc2a4\ud2b8 \ub9c8\uc774\ud06c\ub85c \ub514\ubc14\uc774\uc2dc\uc2a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 \uc790\uc77c\ub9c1\uc2a4, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 \ud6c4\uc9c0\ucbd4 Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 \ub7a8\ubc84\uc2a4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 \ube0c\ub85c\ub4dc\ucef4 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 \ucf00\uc774\ub358\uc2a4 \ub514\uc790\uc778 \uc2dc\uc2a4\ud15c\uc988 Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 ASE \ud14c\ud06c\ub180\ub85c\uc9c0 \ud640\ub529 Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 \uc148\ud14d \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.15 \uc624\ud508-\uc2e4\ub9ac\ucf58, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 \uc554 Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.17 \uc54c\ud14c\ub77c \ucf54\ud37c\ub808\uc774\uc158 (\uc778\ud154 PSG)<\/li>\n<li class=\"toc-level-3\">6.4.18 \ub300\ub9cc \ubc18\ub3c4\uccb4 \uc81c\uc870 \ud68c\uc0ac Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 \ud788\ud0c0\uce58 Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.20 \ub974\ub124\uc0ac\uc2a4 \uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<\/ul>\n<\/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>\ud558\uc774\ube0c\ub9ac\ub4dc \uba54\ubaa8\ub9ac \ud050\ube0c(HMC) \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p>Mordor Intelligence \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \ud558\uc774\ube0c\ub9ac\ub4dc \uba54\ubaa8\ub9ac \ud050\ube0c(HMC) \uc2dc\uc7a5\uc740 2025\ub144 22.5\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 26.5\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 17.73%\uc758 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud558\uba70 2031\ub144\uc5d0\ub294 59.9\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uae30\uc5c5 \uc2a4\ud1a0\ub9ac\uc9c0 \uc5c5\uadf8\ub808\uc774\ub4dc, \uce69\ub81b \uae30\ubc18 \uc774\uc885 \ud1b5\ud569, \uc5d1\uc0ac\uc2a4\ucf00\uc77c \uc288\ud37c\ucef4\ud4e8\ud130 \ub3c4\uc785 \ub4f1\uc774 \uc2dc\uc7a5 \uae30\ud68c\ub97c \ud655\ub300\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\uc774\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc81c\uc870 \uc5ed\ub7c9\uc774 \uacf5\uae09\uacfc \uc218\uc694\uc758 \uc911\uc2ec\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc220 \uacbd\uc7c1\uc740 \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 \ud504\ub85c\ud1a0\ud0c0\uc785\uacfc \ubc94\uc6a9 \uce69\ub81b \uc778\ud130\ucee4\ub125\ud2b8 \ud45c\uc900\uc774 \uacf5\uae09\uc5c5\uccb4 \uc885\uc18d\uc131\uc744 \uc904\uc774\uace0 \uc7a0\uc7ac \uace0\uac1d \uae30\ubc18\uc744 \ud655\uc7a5\ud558\uba74\uc11c \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 TSV(Through-Silicon-Via) \uacf5\uc815\uc758 \uc218\uc728 \ubb38\uc81c\uc640 \uc5f4 \uad00\ub9ac \ubcf5\uc7a1\uc131\uc740 \ub2e8\uae30\uc801\uc778 \ub2e8\uc704 \ube44\uc6a9 \uac1c\uc120\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2025\ub144 HMC \uc2dc\uc7a5\uc5d0\uc11c \uae30\uc5c5 \uc2a4\ud1a0\ub9ac\uc9c0\uac00 40.75%\uc758 \uc810\uc720\uc728\ub85c \uc120\ub450\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 ADAS(\ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c)\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 20.42%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uba54\ubaa8\ub9ac \uc6a9\ub7c9\ubcc4: 2025\ub144\uc5d0\ub294 16GB~32GB \uc6a9\ub7c9\ub300\uac00 37.15%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, 32GB \ucd08\uacfc \ubaa8\ub4c8\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 19.62%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: 2025\ub144 \ud504\ub85c\uc138\uc11c \uce90\uc2dc \ubc30\ud3ec\uac00 HMC \uc2dc\uc7a5\uc758 36.25%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc0b0\uc5c5 \ubc0f IoT \uc5e3\uc9c0 \ub178\ub4dc\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 20.15%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220 \ub178\ub4dc\ubcc4: 2025\ub144 TSV \uae30\ubc18 2\uc138\ub300 \uc81c\ud488\uc774 HMC \uc2dc\uc7a5\uc758 47.35%\ub97c \uc810\uc720\ud588\uc73c\ub098, \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8(Optical-Interconnect) \ubc29\uc2dd\uc740 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 19.28%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 HMC \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 41.05%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 19.93%\ub85c \ub2e4\ub978 \ubaa8\ub4e0 \uc9c0\uc5ed\uc744 \ub2a5\uac00\ud558\ub294 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p># \uae00\ub85c\ubc8c \ud558\uc774\ube0c\ub9ac\ub4dc \uba54\ubaa8\ub9ac \ud050\ube0c \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc8fc\uc694 \ub3d9\uc778:<\/p>\n<p>*   AI\/HPC \uc6cc\ud06c\ub85c\ub4dc\uc758 \uae09\uc99d: \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378(LLM) \ud6c8\ub828\uc740 \ucef4\ud4e8\ud305 \uc720\ub2db\uc774 \ud3ec\ud654\ub418\uae30 \uc804\uc5d0 \uc5f0\uc0b0\uc774 \uba48\ucd94\ub294 &#8216;\uba54\ubaa8\ub9ac \ubcd1\ubaa9 \ud604\uc0c1&#8217;\uc744 \ubd80\uac01\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. HMC \ud328\ud0a4\uc9c0\ub294 \ucd5c\ub300 320GB\/s\uc758 \ub300\uc5ed\ud3ed\uc744 \uc81c\uacf5\ud558\uc5ec GPU \ubc0f \ud150\uc11c \ucf54\uc5b4\uc5d0 \ub370\uc774\ud130\ub97c \uc6d0\ud65c\ud558\uac8c \uacf5\uae09\ud569\ub2c8\ub2e4. \uc2e4\uc2dc\uac04 \uc5b8\uc5b4 \ubc88\uc5ed \ubc0f \uc790\uc728 \uc8fc\ud589\uc744 \uc704\ud55c \uc5e3\uc9c0 \ucd94\ub860\uc740 \uc800\uc9c0\uc5f0 DRAM \ub300\uc548\uc744 \uc694\uad6c\ud558\uba70, \uc218\uc9c1 \uc2a4\ud0dd\ud615 \uba54\ubaa8\ub9ac\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ud655\uace0\ud788 \ud569\ub2c8\ub2e4. IEEE \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74 3D \uc778\ud130\ucee4\ub125\ud2b8\ub294 DDR5 \ub300\ube44 \ube44\ud2b8\ub2f9 \uc5d0\ub108\uc9c0 \uc18c\ube44\ub97c 40% \uc808\uac10\ud558\uc5ec \uba54\uac00\uc640\ud2b8\uae09 \ud074\ub7ec\uc2a4\ud130\uc758 \uc6b4\uc601 \ube44\uc6a9\uc744 \uc904\uc785\ub2c8\ub2e4.<br \/>\n*   \uae30\uc5c5 \uc2a4\ud1a0\ub9ac\uc9c0 \ubc0f \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \uad50\uccb4 \uc8fc\uae30 \uac00\uc18d\ud654: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 HDD \uc5b4\ub808\uc774\ub97c \ucef4\ud4e8\ud305 \uc2a4\ud1a0\ub9ac\uc9c0 \ud504\ub85c\uc138\uc11c\uac00 \ud1b5\ud569\ub41c \uc62c\ud50c\ub798\uc2dc \ub178\ub4dc\ub85c \uad50\uccb4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub7ec\ud55c \uce69\uc740 \ubcd1\ub82c NAND \ucc44\ub110\uc744 \ucd5c\uc18c\ud55c\uc758 \ud050 \uae4a\uc774\ub85c \uad00\ub9ac\ud558\uae30 \uc704\ud55c \ub192\uc740 \ub300\uc5ed\ud3ed\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \uc778\ud154\uc740 \ucc28\uc138\ub300 \uc2a4\ud1a0\ub9ac\uc9c0 \ucee8\ud2b8\ub864\ub7ec\uac00 \uc778\ub77c\uc778 \ub370\uc774\ud130 \uc911\ubcf5 \uc81c\uac70, \uc624\ub958 \uc815\uc815 \ucf54\ub4dc, \uc554\ud638\ud654 \uac00\uc18d\uc744 \uc704\ud574 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\uc5d0 \uc758\uc874\ud55c\ub2e4\uace0 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4. HMC\uac00 \uc9c0\uc6d0\ud558\ub294 \ud328\ud0b7 \uae30\ubc18 \uba54\ubaa8\ub9ac \uc778\ud130\ud398\uc774\uc2a4\ub294 \uae30\uc5c5\uc758 \ucef4\ud3ec\uc800\ube14 \uc778\ud504\ub77c \ucc44\ud0dd\uacfc \ud568\uaed8 \uae30\uc5c5 \uad50\uccb4 \uc8fc\uae30\ub97c \ub2e8\ucd95\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   5G \ucf54\uc5b4 \ubc0f \uc5e3\uc9c0 \ub124\ud2b8\uc6cc\ud0b9 \uc7a5\ube44 \ubc30\ud3ec \ud655\ub300: 5G \ucf54\uc5b4 \ubc0f \uc5e3\uc9c0 \ub124\ud2b8\uc6cc\ud0b9 \uc7a5\ube44\uc758 \ud655\uc7a5\uc740 HMC \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\ub294 \uc911\uc694\ud55c \uc694\uc778\uc785\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d, \uc911\uad6d, \uc720\ub7fd\uc758 \uc815\ubd80 \uc9c0\uc6d0 \uc5d1\uc0ac\uc2a4\ucf00\uc77c \ucef4\ud4e8\ud305 \uc774\ub2c8\uc154\ud2f0\ube0c: \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80\uc758 Frontier \ubc0f Aurora \uc2dc\uc2a4\ud15c\uc740 3D \uc2a4\ud0dd\ud615 \uba54\ubaa8\ub9ac\ub97c \ud65c\uc6a9\ud558\uc5ec \uc77c\uad00\ub41c \ub300\uc5ed\ud3ed\uc744 \uc218\ucc9c \uac1c\uc758 \uac00\uc18d\uae30\uc5d0 \uc81c\uacf5\ud568\uc73c\ub85c\uc368 \uc9c0\uc18d\uc801\uc778 \uc5d1\uc0ac\ud50c\ub86d\uc2a4 \uc131\ub2a5\uc744 \ub2ec\uc131\ud569\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc218\uc785 \uc704\ud5d8\uc744 \ud68c\ud53c\ud558\uae30 \uc704\ud574 \uad6d\ub0b4 \uc2a4\ud0dd\ud615 \uba54\ubaa8\ub9ac \uc2dc\uc2a4\ud15c\uc744 \ubc30\uce58\ud558\uace0 \uc788\uc73c\uba70, \uc720\ub7fd\uc758 EuroHPC\ub294 \uace0\ub300\uc5ed\ud3ed \ubaa8\ub4c8\uc5d0 12\uc5b5 \uc720\ub85c\ub97c \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uacf5\uacf5 \ud22c\uc790\ub294 \uc0c1\uc5c5\uc801 \uc81c\ud488 \uac1c\ubc1c\uc744 \ucd09\uc9c4\ud558\uace0 \uacf5\uae09\ub9dd \ucda9\uaca9\uc5d0 \ub300\ud55c \ub300\ube44\ucc45 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<br \/>\n*   \uce69\ub81b \uae30\ubc18 \uc774\uc885 \ud1b5\ud569 \uc544\ud0a4\ud14d\ucc98\uc758 \ud655\uc0b0: \uce69\ub81b \uc124\uacc4\ub294 \ubcf5\uc7a1\ud55c SoC\ub97c \ub354 \uc791\uc740 \ub2e4\uc774\ub85c \ubd84\ud560\ud558\uc5ec \uacbd\uc81c\uc801\uc778 \ub178\ub4dc \ud63c\ud569\uacfc \uc218\uc728 \uac1c\uc120\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. AMD\uc758 EPYC \ub85c\ub4dc\ub9f5\uc740 \uc720\uae30 \uc778\ud130\ud3ec\uc800\ub97c \ud1b5\ud574 \uc5f0\uacb0\ub41c \uc2a4\ud0dd\ud615 \uba54\ubaa8\ub9ac \ub2e4\uc774\ub97c \ud2b9\uc9d5\uc73c\ub85c \ud558\uba70, TSMC\ub294 \uce69-\uc628-\uc6e8\uc774\ud37c(CoW) \uc6a9\ub7c9\uc744 \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4. 2024\ub144 \ud655\uc815\ub41c UCIe(Universal Chiplet Interconnect Express) \ud45c\uc900\uc740 HMC\uc758 \uc9c1\ub82c\ud654-\uc5ed\uc9c1\ub82c\ud654(SerDes)\uac00 \uc774\ubbf8 \ucda9\uc871\ud558\ub294 \uc0ac\uc591\uc744 \uc815\uc758\ud558\uc5ec \ucc44\ud0dd \uc7a5\ubcbd\uc744 \ub0ae\ucda5\ub2c8\ub2e4.<br \/>\n*   \ud074\ub77c\uc6b0\ub4dc \ud50c\ub7ab\ud3fc\uc758 \ucef4\ud3ec\uc800\ube14 \ubc0f \ubd84\uc0b0\ud615 \uc11c\ubc84 \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658: \ud074\ub77c\uc6b0\ub4dc \ud50c\ub7ab\ud3fc\uc5d0\uc11c \ucef4\ud3ec\uc800\ube14 \ubc0f \ubd84\uc0b0\ud615 \uc11c\ubc84 \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658\uc740 HMC\uc758 \ud65c\uc6a9\ub3c4\ub97c \ub192\uc5ec \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc81c\uc57d \uc694\uc778:<\/p>\n<p>*   \uae30\uc874 DDRx\/LPDDR DRAM \uae30\uc220\uc758 \uac15\ub825\ud55c \uc2dc\uc7a5 \uc9c0\ubc30\ub825: 2023\ub144 DDR5 \ubaa8\ub4c8 \ucd9c\ud558\ub7c9\uc740 2\uc5b5 \uac1c\ub97c \ucd08\uacfc\ud558\uba70 \uae30\uac00\ubc14\uc774\ud2b8\ub2f9 \ube44\uc6a9\uc744 3\ub2ec\ub7ec \ubbf8\ub9cc\uc73c\ub85c \ub0ae\ucdb0 \uaddc\ubaa8\uc758 \uacbd\uc81c\ub97c \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4. \uc11c\ubc84 OEM\uc740 \ube44DDR \uc778\ud130\ud398\uc774\uc2a4 \ub3c4\uc785\uc5d0 \uae34 \uac80\uc99d \uae30\uac04\uc774 \ud544\uc694\ud558\uba70, \ub9ce\uc740 \uae30\uc5c5 \uace0\uac1d\uc740 \uc704\ud5d8 \ud68c\ud53c\uc801\uc778 \uad6c\ub9e4 \uc815\ucc45\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. JEDEC\uc758 DDR6 \ubc0f LPDDR6 \ub85c\ub4dc\ub9f5\uc740 2027\ub144\uae4c\uc9c0 \uae30\uc874 \uae30\uc220\uc758 \uada4\uc801\uc744 \uc5f0\uc7a5\ud558\uc5ec \ud601\uc2e0\uc801\uc778 \uba54\ubaa8\ub9ac \ucc44\ud0dd\uc758 \uc2dc\uae09\uc131\uc744 \uc904\uc785\ub2c8\ub2e4.<br \/>\n*   \ub192\uc740 \uc81c\uc870 \ube44\uc6a9 \ubc0f TSV \uc218\uc728 \uc81c\uc57d: TSV\ub97c \uc704\ud55c \ub525 \ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01(DRIE)\uc740 \ud3c9\uba74 DRAM\uc5d0\ub294 \uc5c6\ub294 \uacb0\ud568 \uba54\ucee4\ub2c8\uc998\uc744 \ub3c4\uc785\ud558\uc5ec \uae30\uac00\ubc14\uc774\ud2b8\ub2f9 \ube44\uc6a9\uc744 DDR5 \ub300\ube44 \ucd5c\ub300 60% \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. 85% \ubbf8\ub9cc\uc758 \uc218\uc728\uc740 \uc911\ubcf5 \uc624\ubc84\ud5e4\ub4dc\ub97c \ubc1c\uc0dd\uc2dc\ud0a4\uace0 \ub2e4\uc774 \uba74\uc801\uc744 \ub298\ub824 \ucd1d \ub9c8\uc9c4\uc744 \uac10\uc18c\uc2dc\ud0b5\ub2c8\ub2e4. \uac01 TSV \uc9c0\uc6d0 \ud074\ub9b0\ub8f8 \uac1c\uc870\uc5d0\ub294 \ucd5c\uc18c 5\uc5b5 \ub2ec\ub7ec\uc640 \uc57d 2\ub144\uc758 \uc790\uaca9 \uae30\uac04\uc774 \uc18c\uc694\ub418\uc5b4 \ube60\ub978 \uc6a9\ub7c9 \ud655\uc7a5\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4.<br \/>\n*   3D \uc2a4\ud0dd\ud615 \uba54\ubaa8\ub9ac \ud050\ube0c\uc758 \uc5f4 \uad00\ub9ac \ubcf5\uc7a1\uc131: 3D \uc2a4\ud0dd\ud615 \uad6c\uc870\ub294 \uc5f4 \ubc00\ub3c4\ub97c \ub192\uc5ec \ud6a8\uacfc\uc801\uc778 \uc5f4 \uad00\ub9ac\ub97c \ud544\uc218\uc801\uc73c\ub85c \ub9cc\ub4ed\ub2c8\ub2e4. \uc774\ub294 \ud2b9\ud788 \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc790\uc5d0\uac8c \uc911\uc694\ud55c \uacfc\uc81c\uc785\ub2c8\ub2e4.<br \/>\n*   \uc81c\ud55c\uc801\uc778 \uacf5\uae09\uc5c5\uccb4 \uc0dd\ud0dc\uacc4 \ubc0f IP \ub77c\uc774\uc120\uc2f1 \ub9c8\ucc30: HMC \uc2dc\uc7a5\uc740 \uc18c\uc218\uc758 \uc8fc\uc694 \uc5c5\uccb4\uc5d0 \uc758\ud574 \uc9c0\ubc30\ub418\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc2e0\uaddc \uc9c4\uc785\uc790\uc5d0\uac8c \uc7a5\ubcbd\uc73c\ub85c \uc791\uc6a9\ud558\uace0 IP \ub77c\uc774\uc120\uc2f1 \uad00\ub828 \ub9c8\ucc30\uc744 \uc57c\uae30\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uae30\uc5c5 \uc2a4\ud1a0\ub9ac\uc9c0\ub294 2025\ub144 \ub9e4\ucd9c\uc758 40.75%\ub97c \ucc28\uc9c0\ud558\uba70, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc790\ub4e4\uc774 \uba54\ubaa8\ub9ac \uc2dc\ub9e8\ud2f1 \uc2a4\ud1a0\ub9ac\uc9c0 \ucee8\ud2b8\ub864\ub7ec\ub97c \ud1b5\ud574 \uc62c\ud50c\ub798\uc2dc \uc5b4\ub808\uc774\ub97c \uc0c8\ub85c \uace0\uce58\ub294 \ub370 \uae30\uc5ec\ud588\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 ADAS \uc6cc\ud06c\ub85c\ub4dc\ub294 \ub808\ubca8 3 \ubc0f \ub808\ubca8 4 \uc790\uc728 \uc8fc\ud589\uc5d0 \uc911\uc810\uc744 \ub450\uba70, \uc13c\uc11c \uc735\ud569 \ubc0f \ucc28\ub7c9 \ub0b4 AI\uac00 \uc8fc\ub958\uac00 \ub428\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 20.42%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud1b5\uc2e0, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305, \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubd84\uc57c\ub3c4 \uae30\uc874 DRAM\uc744 \ub2a5\uac00\ud558\ub294 \uacb0\uc815\ub860\uc801 \uc9c0\uc5f0 \uc2dc\uac04 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 HMC\ub97c \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uba54\ubaa8\ub9ac \uc6a9\ub7c9\ubcc4: 16GB~32GB \ubc94\uc704\uc758 \ubaa8\ub4c8\uc740 2025\ub144 \ubc30\ud3ec\ub7c9\uc758 37.15%\ub97c \ucc28\uc9c0\ud558\uba70, \ub4c0\uc5bc \uc18c\ucf13 \uc11c\ubc84\uc5d0 \ucd5c\uc801\uc758 \ube44\uc6a9-\uc131\ub2a5 \uade0\ud615\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. 32GB \ucd08\uacfc \uc6a9\ub7c9\uc758 HMC \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378 \ucd94\ub860 \ub178\ub4dc \ubc0f NUMA \uc2dc\uc2a4\ud15c\uc774 \uba40\ud2f0 \ud14c\ub77c\ubc14\uc774\ud2b8 \ud480\uc744 \ubc30\ud3ec\ud568\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 19.62%\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 8GB~16GB \uc6a9\ub7c9\ub300\ub294 \uc804\ub825 \uc81c\uc57d\uc774 \uc788\ub294 \uc5e3\uc9c0 \uc11c\ubc84\ub97c \uc9c0\uc6d0\ud558\uba70, 8GB \ubbf8\ub9cc \uc7a5\uce58\ub294 \ubc29\uc0ac\uc120 \ub0b4\uc131 \ubc0f \ud655\uc7a5\ub41c \uc628\ub3c4 \ub4f1\uae09\uc774 \uc6a9\ub7c9\ubcf4\ub2e4 \uc6b0\uc120\uc2dc\ub418\ub294 \uc784\ubca0\ub514\ub4dc \uc0b0\uc5c5 \uc81c\uc5b4\uc5d0 \uc8fc\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ud504\ub85c\uc138\uc11c \uce90\uc2dc \uc0ac\uc6a9\uc740 2025\ub144 \ubc30\ud3ec\ub7c9\uc758 36.25%\ub97c \ucc28\uc9c0\ud558\uba70, \uba40\ud2f0\uce69 \uc11c\ubc84 \ud504\ub85c\uc138\uc11c\uc5d0 \uadfc\uc811 \uba54\ubaa8\ub9ac \uac00\uc18d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc0b0\uc5c5 \ubc0f IoT \uc5e3\uc9c0 \ucc44\ud0dd\uc740 \uacf5\uc7a5 \uc790\ub3d9\ud654 \ubc0f \uc2a4\ub9c8\ud2b8 \uadf8\ub9ac\ub4dc \ub178\ub4dc\uc758 \uacb0\uc815\ub860\uc801 \uc2e4\uc2dc\uac04 \uc6cc\ud06c\ub85c\ub4dc\uac00 \uac00\ud639\ud55c \uc870\uac74\uc5d0\uc11c \ub9c8\uc774\ud06c\ub85c\ucd08 \uc751\ub2f5\uc744 \uc694\uad6c\ud568\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 20.15%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub370\uc774\ud130 \ubc84\ud37c \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\uc2a4\ud1a0\ub9ac\uc9c0 \ucee8\ud2b8\ub864\ub7ec, \ub124\ud2b8\uc6cc\ud06c \uc778\ud130\ud398\uc774\uc2a4 \uce74\ub4dc)\uc740 \ud050 \uae4a\uc774 \uac10\uc18c\ub97c \uc704\ud574 HMC\ub97c \uc120\ud0dd\ud558\uba70, \uc804\ubb38 \uc2dc\uac01\ud654\uc758 \uadf8\ub798\ud53d \uae30\ubc18 \uc2dc\uc2a4\ud15c\uc740 \uc0c1\uc138 \ub80c\ub354\ub9c1\uc744 \uc704\ud574 HMC\uc758 \ub300\uc5ed\ud3ed\uc744 \ud65c\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220 \ub178\ub4dc\ubcc4: TSV \uae30\ubc18 2\uc138\ub300 \uc124\uacc4\ub294 \uc0bc\uc131, SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860\uc758 \uacf5\uae09 \uc131\uc219\ub3c4\uc5d0 \ud798\uc785\uc5b4 2025\ub144 47.35%\uc758 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 \ubc29\uc2dd\uc740 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uac00 \ub354\uc6b1 \ud6a8\uc728\uc801\uc73c\ub85c \ud1b5\ud569\ub418\uace0 \ub799 \uc2a4\ucf00\uc77c \ubd84\uc0b0\ud615 \uc124\uacc4\uc5d0\uc11c \ub204\ud654\ub97c \uc904\uc784\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 19.28%\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce69\ub81b \uc9c0\ud5a5 HMC \uc7a5\uce58\ub294 \uc804\uccb4 TSV \ucc98\ub9ac\ub7c9\uc774 \ud544\uc694\ud558\uc9c0 \uc54a\uc740 \uc911\uac04 \ub300\uc5ed\ud3ed \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \ub300\uc548\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p># \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 HMC \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 41.05%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc0bc\uc131\uacfc SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc9d1\uc911\ub41c \uc81c\uc870 \uc5ed\ub7c9, \uadf8\ub9ac\uace0 \uc911\uad6d, \uc77c\ubcf8, \ud55c\uad6d, \uc778\ub3c4\uc758 \ubc18\ub3c4\uccb4 \uc721\uc131 \uc815\ucc45\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 19.93%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d \uc815\ubd80\ub294 2024\ub144\uc5d0 150\uc5b5 \uc704\uc548\uc744 \uad6d\ub0b4 \uc2a4\ud0dd\ud615 \uba54\ubaa8\ub9ac \ud601\uc2e0\uc5d0 \ud22c\uc790\ud588\uc73c\uba70, \uc77c\ubcf8\uc740 2nm \ub178\ub4dc\ub97c \ud1b5\ud55c \uce69\ub81b \ud328\ud0a4\uc9d5\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \ub300\ub9cc\uc758 \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9d5 \ud655\uc7a5\ub3c4 \uc774 \uc9c0\uc5ed\uc744 \uc774\uc885 \ud1b5\ud569 \uc11c\ube44\uc2a4\uc758 \ud5c8\ube0c\ub85c \ub9cc\ub4ed\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: 2025\ub144 \ub9e4\ucd9c\uc758 28.35%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uad50\uccb4 \uc8fc\uae30\uc640 \uc5d0\ub108\uc9c0\ubd80\uc758 \uc5d1\uc0ac\uc2a4\ucf00\uc77c \ud504\ub85c\uadf8\ub7a8\uc774 \uc8fc\uc694 \ub3d9\uc778\uc785\ub2c8\ub2e4. \uc778\ud154\uc758 200\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc624\ud558\uc774\uc624 \ud655\uc7a5 \ud504\ub85c\uc81d\ud2b8\ub294 HMC \ub2e4\uc774\ub97c Xeon \ubc0f GPU \uc5b4\uc148\ube14\ub9ac\uc5d0 \uc9c1\uc811 \ub0b4\uc7a5\ud558\ub294 \uace0\uae09 \ud328\ud0a4\uc9d5 \ub77c\uc778\uc744 \uad6c\ucd95\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. AWS, Microsoft Azure, Google Cloud\ub294 \ubaa8\ub450 \ub799 \uc804\ubc18\uc5d0 \uac78\uccd0 \uace0\ub300\uc5ed\ud3ed \uacc4\uce35\uc744 \ud480\ub9c1\ud558\ub294 \ubd84\uc0b0\ud615 \uba54\ubaa8\ub9ac \ud328\ube0c\ub9ad\uc744 \uc2dc\ubc94 \uc6b4\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: 2025\ub144 \ub9e4\ucd9c\uc758 \uc57d 17.65%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 ADAS \ucc44\ud0dd\uacfc EuroHPC \uc288\ud37c\ucef4\ud4e8\ud130 \uc124\uce58\uac00 \uc131\uc7a5\uc744 \uacac\uc778\ud588\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uc758 Bosch\uc640 Continental\uc740 \ub808\ubca8 3 \uc778\uc9c0 \ud50c\ub7ab\ud3fc\uc5d0 HMC\ub97c \ud1b5\ud569\ud558\uc5ec \uc5c4\uaca9\ud55c \uc9c0\uc5f0 \uc2dc\uac04 \uc608\uc0b0\uc744 \ucda9\uc871\ud588\uc2b5\ub2c8\ub2e4. EU \uce69\uc2a4\ubc95\uc740 \uc9c0\uc5ed \ubc18\ub3c4\uccb4 \uc810\uc720\uc728\uc744 \ub450 \ubc30\ub85c \ub298\ub9ac\uae30 \uc704\ud574 430\uc5b5 \uc720\ub85c\ub97c \ud22c\uc785\ud558\uba70, \uc774 \uc911 \uc77c\ubd80\ub294 \uc2a4\ud0dd\ud615 \uba54\ubaa8\ub9ac \ub77c\uc778\uc744 \uc704\ud55c \uace0\uae09 \ud328\ud0a4\uc9d5\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc0bc\uc131, SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860 \ub4f1 3\uac1c\uc758 \uc218\uc9c1 \ud1b5\ud569 \uacf5\uae09\uc5c5\uccb4\uac00 HMC \uc0dd\uc0b0 \ub2a5\ub825\uc758 70% \uc774\uc0c1\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc9c0\ub9cc, \uc2e0\uaddc \uc9c4\uc785\uc5c5\uccb4\ub4e4\uc740 \uce69\ub81b \uc124\uacc4\uc640 \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 IP\ub97c \ud65c\uc6a9\ud558\uc5ec \uae30\uc874 \uac15\uc790\ub4e4\uc5d0\uac8c \ub3c4\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc740 \uc2a4\ud0dd\ud615 \ub2e4\uc774\uc5d0 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\ub97c \ub0b4\uc7a5\ud558\uc5ec \uc804\uae30 \ub9c1\ud06c \ub300\ube44 \uc9c0\uc5f0 \uc2dc\uac04\uc744 30% \ub2e8\ucd95\ud558\ub294 \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 \ud504\ub85c\ud1a0\ud0c0\uc785\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub860\uc740 CHIPS Act \ubcf4\uc870\uae08 61\uc5b5 \ub2ec\ub7ec\ub97c \ud655\ubcf4\ud558\uc5ec \ubbf8\uad6d \uc0dd\uc0b0\uc744 \ud655\ub300\ud558\uace0 \uc788\uc73c\uba70, SK\ud558\uc774\ub2c9\uc2a4\ub294 AI \uac00\uc18d\uae30 \uc218\uc694 \uc99d\uac00\uc5d0 \ub300\ud55c \ud655\uc2e0\uc744 \ubc14\ud0d5\uc73c\ub85c TSV \uc6a9\ub7c9 \ud655\uc7a5\uc5d0 40\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc778\ud154\uc758 \ud3ec\ud1a0\ub2c9 IP \uc778\uc218 \ubc0f Falcon Shores GPU \ud1b5\ud569\uc740 \uac00\uc18d\uae30 \uc81c\ud488\uc744 \uc704\ud55c \uc0c8\ub85c\uc6b4 \uba54\ubaa8\ub9ac \uacf5\uae09 \uacbd\ub85c\ub97c \uc81c\uc2dc\ud569\ub2c8\ub2e4. Rambus\ub294 \uace0\uc18d SerDes \ube14\ub85d\uc744 \uce69\ub81b \uc124\uacc4\uc790\uc5d0\uac8c \ub77c\uc774\uc120\uc2a4\ud558\uc5ec \ud339\ub9ac\uc2a4 \uae30\uc5c5\uc774 \uc544\ub0a0\ub85c\uadf8 \uc124\uacc4 \uc624\ubc84\ud5e4\ub4dc \uc5c6\uc774 HMC \uc778\ud130\ud398\uc774\uc2a4\ub97c \ud1b5\ud569\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \ud654\uc774\ud2b8 \uc2a4\ud398\uc774\uc2a4 \uae30\ud68c\ub294 \uae30\ub2a5 \uc548\uc804 \uc778\uc99d\uc774 \ud544\uc694\ud55c \uc790\ub3d9\ucc28 ADAS \ubc0f \uc0b0\uc5c5 IoT \ubd84\uc57c\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220\uc758 \ubc1c\uc804\uc740 \uc774\ub7ec\ud55c \ud654\uc774\ud2b8 \uc2a4\ud398\uc774\uc2a4 \uae30\ud68c\ub97c \ud604\uc2e4\ud654\ud558\ub294 \ub370 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ud2b9\ud788 \uc790\ub3d9\ucc28 ADAS \ubc0f \uc0b0\uc5c5 IoT \ubd84\uc57c\uc5d0\uc11c\ub294 \uc800\uc9c0\uc5f0, \uace0\ub300\uc5ed\ud3ed, \uadf8\ub9ac\uace0 \ub192\uc740 \uc2e0\ub8b0\uc131\uc744 \uc694\uad6c\ud558\ub294 \ud2b9\uc131\uc0c1 HMC \ubc0f \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8 \uae30\uc220\uc758 \uc801\uc6a9\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220\ub4e4\uc740 \ub370\uc774\ud130 \ucc98\ub9ac\uc758 \ubcd1\ubaa9 \ud604\uc0c1\uc744 \ud574\uacb0\ud558\uace0, \uc2dc\uc2a4\ud15c \uc804\ubc18\uc758 \uc131\ub2a5\uacfc \ud6a8\uc728\uc131\uc744 \uadf9\ub300\ud654\ud558\ub294 \ub370 \uae30\uc5ec\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uba54\ubaa8\ub9ac \ud050\ube0c(Hybrid Memory Cube, HMC) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. HMC \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 59\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 \uc5f0\ud3c9\uade0 17.73%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc2a4\ud1a0\ub9ac\uc9c0 \ubc0f \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \uad50\uccb4 \uc8fc\uae30 \uc99d\uac00, \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\ub97c \uc694\uad6c\ud558\ub294 AI\/HPC(\uace0\uc131\ub2a5 \ucef4\ud4e8\ud305) \uc6cc\ud06c\ub85c\ub4dc\uc758 \ube60\ub978 \ud655\uc0b0, 5G \ucf54\uc5b4 \ubc0f \uc5e3\uc9c0 \ub124\ud2b8\uc6cc\ud0b9 \uc7a5\ube44 \ubc30\ud3ec \ud655\ub300, \ubbf8\uad6d, \uc911\uad6d, \uc720\ub7fd \ub4f1 \uc815\ubd80 \uc8fc\ub3c4\uc758 \uc5d1\uc0ac\uc2a4\ucf00\uc77c \ucef4\ud4e8\ud305 \uc774\ub2c8\uc154\ud2f0\ube0c, \uce69\ub81b \uae30\ubc18 \uc774\uc885 \ud1b5\ud569 \uc544\ud0a4\ud14d\ucc98\uc758 \ubd80\uc0c1, \uadf8\ub9ac\uace0 \ud074\ub77c\uc6b0\ub4dc \ud50c\ub7ab\ud3fc\uc5d0\uc11c \ucef4\ud3ec\uc800\ube14 \ubc0f \ubd84\uc0b0\ud615 \uc11c\ubc84 \uc544\ud0a4\ud14d\ucc98\ub85c\uc758 \uc804\ud658 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 UCIe(Universal Chiplet Interconnect Express) \uae30\ubc18 \uce69\ub81b \ud45c\uc900\uc740 \ub9de\ucda4\ud615 \uc778\ud130\ud398\uc774\uc2a4 \uc5c6\uc774 HMC\ub97c \uba40\ud2f0 \ub2e4\uc774 \ud328\ud0a4\uc9c0\uc5d0 \ud1b5\ud569\ud560 \uc218 \uc788\uac8c \ud558\uc5ec \uc2dc\uc7a5 \ucd9c\uc2dc \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uae30\uc874 DDRx\/LPDDR DRAM \uae30\uc220\uc758 \uac15\ub825\ud55c \uc2dc\uc7a5 \uc9c0\ubc30\ub825, \ub192\uc740 \uc81c\uc870 \ube44\uc6a9 \ubc0f TSV(Through-Silicon Via) \uc218\uc728 \uc81c\uc57d, 3D \uc2a4\ud0dd \uba54\ubaa8\ub9ac \ud050\ube0c\uc758 \ubcf5\uc7a1\ud55c \uc5f4 \uad00\ub9ac \ubb38\uc81c, \uc81c\ud55c\uc801\uc778 \uacf5\uae09\uc5c5\uccb4 \uc0dd\ud0dc\uacc4 \ubc0f IP \ub77c\uc774\uc120\uc2f1 \ub9c8\ucc30 \ub4f1\uc774 \uc5b8\uae09\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 TSV \uc218\uc728\uc774 85% \ubbf8\ub9cc\uc5d0 \uba38\ubb3c\ub7ec DDR5 \ubaa8\ub4c8 \ub300\ube44 \uae30\uac00\ubc14\uc774\ud2b8\ub2f9 \ube44\uc6a9\uc774 \ucd5c\ub300 60%\uae4c\uc9c0 \uc0c1\uc2b9\ud558\ub294 \uac83\uc774 \ub2e8\uae30\uc801\uc778 \ube44\uc6a9 \uc808\uac10\uc744 \uc81c\ud55c\ud558\ub294 \uc8fc\uc694 \uc81c\uc870 \uacfc\uc81c\ub85c \uc9c0\uc801\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5, \uba54\ubaa8\ub9ac \uc6a9\ub7c9, \uc560\ud50c\ub9ac\ucf00\uc774\uc158, \uae30\uc220 \ub178\ub4dc \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\ub85c\ub294 \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc2a4\ud1a0\ub9ac\uc9c0\uac00 2025\ub144 \ub9e4\ucd9c\uc758 40.75%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 \uc62c\ud50c\ub798\uc2dc \uc5b4\ub808\uc774(all-flash arrays) \uad50\uccb4\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubd80\ubb38\uc5d0\uc11c\ub294 \uc0b0\uc5c5\uc6a9 \ubc0f IoT \uc5e3\uc9c0 \ub178\ub4dc\uac00 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 20.15%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc9d1\uc911\ub41c \uc81c\uc870 \uc5ed\ub7c9, \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c, \uac15\ub825\ud55c \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c \uad6c\ucd95\uc5d0 \ud798\uc785\uc5b4 19.93%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\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 \ubc0f Micron Technology, Intel Corporation, Samsung Electronics, SK hynix \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 HMC \uae30\uc220\uc774 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ubc0f \ub370\uc774\ud130 \uc9d1\uc57d\uc801 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \ud575\uc2ec \uc694\uc18c\ub85c \uc790\ub9ac\ub9e4\uae40\ud560 \ubbf8\ub798 \uc2dc\uc7a5 \uae30\ud68c\uc640 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud569\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-38178","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\/38178"}],"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=38178"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/38178\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=38178"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=38178"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=38178"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}