{"id":43119,"date":"2026-02-14T12:52:46","date_gmt":"2026-02-14T12:52:46","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/artificial-intelligence-chipsets-market-mordor\/"},"modified":"2026-03-27T01:37:51","modified_gmt":"2026-03-26T16:37:51","slug":"artificial-intelligence-chipsets-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/artificial-intelligence-chipsets-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 AI \uce69\uc14b \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\/artificial-intelligence-chipsets-market_1635853983952_Picture2.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\/artificial-intelligence-chipsets-market-size-image-1770814060675.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 \ud1b5\ucc30\ub825<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc0b0\uc5c5 \ub9e4\ub825\ub3c4 &#8211; \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.2.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.2.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.2.3 \uacf5\uae09\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.2.4 \ub300\uccb4 \uc81c\ud488\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.2.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.4 AI \uce69\uc14b \uc2dc\uc7a5\uc5d0 \ub300\ud55c COVID-19 \uc601\ud5a5 \ud3c9\uac00<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uc5ed\ud559<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc790\uc728 \uc8fc\ud589 \uae30\uc220 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">5.1.2 IoT \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc704\ud55c \uc5e3\uc9c0 \ubd84\uc11d \uc131\uc7a5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc124\uacc4 \ubc0f AI \uc778\ud130\ud398\uc774\uc2a4\uc758 \ubcf5\uc7a1\uc131<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uc2dc\uc7a5 \uc138\ubd84\ud654<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uad6c\uc131 \uc694\uc18c\ubcc4\n<ul>\n<li class=\"toc-level-3\">6.1.1 \uc911\uc559 \ucc98\ub9ac \uc7a5\uce58 (CPU)<\/li>\n<li class=\"toc-level-3\">6.1.2 \uadf8\ub798\ud53d \ucc98\ub9ac \uc7a5\uce58 (GPU)<\/li>\n<li class=\"toc-level-3\">6.1.3 \uc2e0\uacbd\ub9dd \ud504\ub85c\uc138\uc11c (NNP)<\/li>\n<li class=\"toc-level-3\">6.1.4 \uae30\ud0c0 \uad6c\uc131 \uc694\uc18c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">6.2 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">6.2.1 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">6.2.2 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">6.2.3 \ud5ec\uc2a4\ucf00\uc5b4<\/li>\n<li class=\"toc-level-3\">6.2.4 \uc790\ub3d9\ud654 \ubc0f \ub85c\ubd07 \uacf5\ud559<\/li>\n<li class=\"toc-level-3\">6.2.5 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">6.3 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">6.3.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-3\">6.3.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">6.3.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">6.3.4 \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74<\/li>\n<li class=\"toc-level-3\">6.3.5 \uc911\ub3d9<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">7.1 \uae30\uc5c5 \ud504\ub85c\ud544\n<ul>\n<li class=\"toc-level-3\">7.1.1 Advanced Micro Devices Inc. (AMD)<\/li>\n<li class=\"toc-level-3\">7.1.2 Xilinx Inc.<\/li>\n<li class=\"toc-level-3\">7.1.3 Graphcore Ltd<\/li>\n<li class=\"toc-level-3\">7.1.4 Huawei Technologies Co. Ltd<\/li>\n<li class=\"toc-level-3\">7.1.5 IBM Corporation<\/li>\n<li class=\"toc-level-3\">7.1.6 Intel Corporation<\/li>\n<li class=\"toc-level-3\">7.1.7 NVIDIA Corporation<\/li>\n<li class=\"toc-level-3\">7.1.8 Micron Technology Inc.<\/li>\n<li class=\"toc-level-3\">7.1.9 \uc0bc\uc131 \ubc18\ub3c4\uccb4 (\uc0bc\uc131\uc804\uc790 \uc8fc\uc2dd\ud68c\uc0ac)<\/li>\n<\/ul>\n<\/li>\n<li><strong>*\ubaa9\ub85d\uc740 \uc644\uc804\ud558\uc9c0 \uc54a\uc74c<\/strong><\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-7\">8. \ud22c\uc790 \ubd84\uc11d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-8\">9. \uc2dc\uc7a5\uc758 \ubbf8\ub798<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AI \uce69\uc14b \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd<\/p>\n<p>AI \uce69\uc14b \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 32.41%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \uae09\uaca9\ud55c \ud655\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, AI \uce69\uc14b \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2025\ub144 530\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 702\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 2,859\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ucef4\ud4e8\ud305 \uc9d1\uc57d\uc801\uc778 \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378(LLM)\uc5d0 \ub300\ud55c \uc804\ub840 \uc5c6\ub294 \uc218\uc694, \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \ucc28\ub7c9(SDV)\uc758 \ucc44\ud0dd \uac00\uc18d\ud654, \uadf8\ub9ac\uace0 \ucd08\uc800\uc804\ub825 \uc5e3\uc9c0 \uc2e4\ub9ac\ucf58\uc758 \ud601\uc2e0\uc774\ub77c\ub294 \uc138 \uac00\uc9c0 \ud575\uc2ec \uad6c\uc870\uc801 \ub3d9\ub825\uc5d0 \uc758\ud574 \uacac\uc778\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc131\ub2a5 \ud5a5\uc0c1\uc740 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubc0f \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM)\uc640 \ubc00\uc811\ud558\uac8c \uc5f0\uad00\ub418\uc5b4 \uc788\uc9c0\ub9cc, 3nm \uc774\ud558 \ub178\ub4dc\uc758 \uacf5\uae09 \uc81c\uc57d\uc740 \ub2e8\uae30\uc801\uc778 \uc0dd\uc0b0\ub7c9\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uc218\ucd9c \ud1b5\uc81c, \uc5d0\ub108\uc9c0 \ud6a8\uc728 \uc758\ubb34, \uc9c0\uc18d \uac00\ub2a5\uc131 \ubaa9\ud45c\ub294 \uc18c\uc2f1 \uacb0\uc815\uc744 \uc7ac\ud3b8\ud558\uace0 \uc640\ud2b8\ub2f9 \ub354 \ub192\uc740 \uc131\ub2a5\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub294 \uc544\ud0a4\ud14d\ucc98\ub97c \uc120\ud638\ud558\uac8c \ub9cc\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc6d0\uc2dc \ucc98\ub9ac\ub7c9\uacfc \uc5f4 \ud6a8\uc728\uc131, \uacf5\uae09\ub9dd \ubcf5\uc6d0\ub825\uc758 \uade0\ud615\uc744 \ub9de\ucd9c \uc218 \uc788\ub294 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc740 \ub370\uc774\ud130\uc13c\ud130, \uc790\ub3d9\ucc28, \uc5e3\uc9c0 \ubc30\ud3ec \uc804\ubc18\uc5d0 \uac78\uccd0 \uc7a5\uae30\uc801\uc778 \uc124\uacc4 \uc2b9\ub9ac\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc5ed\ub3d9\uc131\uc740 AI \uce69\uc14b \uc2dc\uc7a5\uc744 2030\ub144\uae4c\uc9c0 \uc0dd\uc131\ud615 AI, \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc \uc804\ub7b5, \uc628\ub514\ubc14\uc774\uc2a4 \uc778\ud154\ub9ac\uc804\uc2a4\uc758 \uadfc\ubcf8\uc801\uc778 \ub3d9\ub825\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p># 2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p> 2.1. \uc131\uc7a5 \ub3d9\ub825 (Drivers)<\/p>\n<p>*   \ud504\ub860\ud2f0\uc5b4 \ubaa8\ub378 \uac1c\ubc1c\uc790\uc758 \ud3ed\ubc1c\uc801\uc778 \ud6c8\ub828 \ucef4\ud4e8\ud305 \uc218\uc694: \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378\uc758 \uc5f0\uac04 \ucef4\ud4e8\ud305 \uc694\uad6c\ub7c9\uc740 18\uac1c\uc6d4\ub9c8\ub2e4 10\ubc30\uc529 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uba40\ud2f0 \ub2e4\uc774 GPU \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc194\ub8e8\uc158\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \uc8fc\ubb38\uc744 \uc720\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uc758 \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc740 2025\ub144 1\ubd84\uae30 356\uc5b5 \ub2ec\ub7ec\ub97c \uae30\ub85d\ud558\uba70 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uace0\uac1d\ub4e4\uc774 \ubc29\ub300\ud55c AI \uc804\uc6a9 \uc7ac\uace0\ub97c \ucd95\uc801\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. \uba40\ud2f0\ubaa8\ub2ec \ubaa8\ub378 \uac1c\ubc1c\uc790\ub4e4\uc740 \uc218\ucc9c \uac1c\uc758 \uc0c1\ud638 \uc5f0\uacb0\ub41c \uac00\uc18d\uae30\ub97c \ud544\uc694\ub85c \ud558\uba70, \uc774\ub294 CoWoS \uae30\ud310 \ubc0f \ucc28\uc138\ub300 HBM \uc2a4\ud0dd\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c, \uc120\ub3c4\uc801\uc778 AI \uae30\uc5c5\ub4e4\uc740 2027\ub144\uae4c\uc9c0 \uc804 \uc138\uacc4 AI \ucef4\ud4e8\ud305 \uc6a9\ub7c9\uc758 15~20%\ub97c \ud1b5\uc81c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 3nm\uae09 \uc2e4\ub9ac\ucf58\uc758 \uc9c0\uc18d\uc801\uc778 \uc870\ub2ec\uc744 \ubcf4\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc218\uc694 \uc9d1\uc911\uc740 \ub2e8\uae30\uc801\uc778 \ubd80\uc871 \ud604\uc0c1\uc744 \uc2ec\ud654\uc2dc\ud0a4\uc9c0\ub9cc, \ucca8\ub2e8 \ub178\ub4dc\uc5d0\uc11c \uc2e4\ud589 \uac00\ub2a5\ud55c \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c\ub294 \ub2e4\ub144\uac04\uc758 \ub9e4\ucd9c \ud30c\uc774\ud504\ub77c\uc778\uc744 \uad6c\ucd95\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc790\ub3d9\ucc28 &#8220;\uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \ucc28\ub7c9(SDV)&#8221; \uc2e4\ub9ac\ucf58 \uc124\uacc4 \uc2b9\ub9ac: \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc218\ub9ce\uc740 \uc804\uc790 \uc81c\uc5b4 \uc7a5\uce58(ECU)\ub97c \uc911\uc559 \uc9d1\uc911\uc2dd AI \uc9c0\uc6d0 \ucef4\ud4e8\ud305 \ub3c4\uba54\uc778\uc73c\ub85c \ud1b5\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5c5\uacc4 \ubd84\uc11d\uac00\ub4e4\uc740 2035\ub144\uae4c\uc9c0 \uc2e0\ucc28\uc758 80%\uac00 AI \uae30\ub2a5\uc744 \ub0b4\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, \uc774\ub294 \ucd94\ub860\uae09 \uac00\uc18d\uae30\ub97c \uc704\ud55c \ub300\uaddc\ubaa8 \uc124\uce58 \uae30\ubc18\uc744 \ud615\uc131\ud560 \uac83\uc785\ub2c8\ub2e4. NXP\uc758 5nm \uae30\uc220 \uae30\ubc18 S32N \ud504\ub85c\uc138\uc11c\ub294 \uc5c4\uaca9\ud55c ASIL D \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uba74\uc11c 34 TOPS\ub97c \uc81c\uacf5\ud558\uc5ec, \uc790\ub3d9\ucc28 \ub4f1\uae09 \uc548\uc804\uacfc AI \uc131\ub2a5\uc774 \ub2e8\uc77c \uc7a5\uce58\uc5d0\uc11c \uacf5\uc874\ud560 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uac01 \uc124\uacc4 \uc8fc\uae30\uac00 7~10\ub144\uc5d0 \uac78\uccd0 \uc9c4\ud589\ub418\ubbc0\ub85c, \uc624\ub298\ub0a0 \ubaa8\ub378\uc5d0 \uc120\ud0dd\ub41c \uc2e4\ub9ac\ucf58\uc740 \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \uc5f0\uae08\uacfc \uac19\uc740 \ubcfc\ub968\uc744 \ucc3d\ucd9c\ud569\ub2c8\ub2e4. \ub808\ubca8 3 \uc790\uc728 \uc8fc\ud589, \uc13c\uc11c \ud4e8\uc804, \ubb34\uc120(OTA) \uc5c5\uadf8\ub808\uc774\ub4dc \uac00\ub2a5\uc131\uc744 \uc704\ud55c \uc124\uacc4 \uc2b9\ub9ac\ub294 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc218\uc694\ub97c \ub354\uc6b1 \uc99d\uac00\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \ucd08\uc800\uc804\ub825 \uc5e3\uc9c0 AI ASIC\uc758 \ud601\uc2e0: \uc5e3\uc9c0 \ub124\uc774\ud2f0\ube0c \ud504\ub85c\uc138\uc11c\ub294 \ud074\ub77c\uc6b0\ub4dc \uc5f0\uacb0\uc5d0 \uc758\uc874\ud560 \uc218 \uc5c6\ub294 \ubaa8\ubc14\uc77c, IoT \ubc0f \uc0b0\uc5c5 \uc5d4\ub4dc\ud3ec\uc778\ud2b8\uc5d0 \uc2e4\uc2dc\uac04 \ucd94\ub860 \uae30\ub2a5\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. Syntiant\uc758 NDP250\uc740 \ubc00\ub9ac\uc640\ud2b8\uae09 \uc804\ub825 \uc18c\ube44\ub85c 30 GOPS\ub97c \uc81c\uacf5\ud558\uc5ec \uc0c1\uc2dc \uc791\ub3d9 \uc74c\uc131 \ube44\uc11c \ubc0f \ub85c\uceec LLM \uc0c1\ud638 \uc791\uc6a9\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. BrainChip\uc758 \ub274\ub85c\ubaa8\ud53d \ucf54\ud504\ub85c\uc138\uc11c \ub610\ud55c \uc774\ubca4\ud2b8 \uae30\ubc18 \ucc98\ub9ac\ub97c \ud65c\uc6a9\ud558\uc5ec \uc804\ub825 \uc18c\ubaa8\ub97c \ucd5c\uc18c\ud654\ud558\uace0 \ubc30\ud130\ub9ac \uad6c\ub3d9 \uc13c\uc11c \ubc0f \uc6e8\uc5b4\ub7ec\ube14\uc5d0\uc11c AI\ub97c \uad6c\ud604\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud601\uc2e0\uc740 OEM\uc774 \ud3fc \ud329\ud130\ub098 \ubc30\ud130\ub9ac \uc218\uba85\uc744 \uc190\uc0c1\uc2dc\ud0a4\uc9c0 \uc54a\uace0 \uc778\ud154\ub9ac\uc804\uc2a4\ub97c \ub0b4\uc7a5\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uc5ec \ud5ec\uc2a4\ucf00\uc5b4 \uc9c4\ub2e8, \uc608\uce21 \uc720\uc9c0 \ubcf4\uc218 \ubc0f \uc778\uac04-\uae30\uacc4 \uc778\ud130\ud398\uc774\uc2a4 \ubd84\uc57c\uc5d0\uc11c \uc124\uacc4 \uc2b9\ub9ac\ub97c \uac00\uc18d\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uad6d\uac00 AI \uc778\ud504\ub77c \ubd80\uc591 \ud504\ub85c\uadf8\ub7a8: \uac01\uad6d\uc758 \uc8fc\uad8c AI \uc758\uc81c\ub294 \ubc18\ub3c4\uccb4 \uc218\uc694 \uace1\uc120\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d\uc758 CHIPS \ubc0f \uacfc\ud559\ubc95\uc740 \ubbf8\uad6d \ud30c\uc6b4\ub4dc\ub9ac \uc5ed\ub7c9 \ubc0f R&#038;D\uc5d0 500\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \ud560\ub2f9\ud588\uc73c\uba70, \uc911\uad6d\uc740 AI \uc790\ub9bd\uc5d0 1,430\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4. UAE\uc758 2,000\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 AI \uc778\ud504\ub77c \ub9c8\uc2a4\ud130 \ud50c\ub79c(\uc5d4\ube44\ub514\uc544 \uce69\uc774 \ud575\uc2ec)\uc740 \uc911\ub3d9 \uc9c0\uc5ed\uc5d0 \uc0c8\ub85c\uc6b4 \uc218\uc694\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc7ac\uc815 \ud504\ub85c\uadf8\ub7a8\uc740 \ud339, \ub370\uc774\ud130\uc13c\ud130 \ubc0f \ud328\ud0a4\uc9d5 \uc2dc\uc124\uc5d0 \ubcf4\uc870\uae08\uc744 \uc9c0\uae09\ud558\uc5ec \uae00\ub85c\ubc8c \uac70\uc2dc \uacbd\uc81c \uc8fc\uae30\uc5d0 \ub35c \ubbfc\uac10\ud55c \ud604\uc9c0 \uc218\uc694\ub97c \uace0\uc815\uc2dc\ud0b5\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c AI \uac00\uc18d\uae30, \ud2b9\uc218 \uba54\ubaa8\ub9ac \ubc0f \uc0c1\ud638 \uc5f0\uacb0 \uc2e4\ub9ac\ucf58\uc758 \uc870\ub2ec\uc740 \uc0dd\ud0dc\uacc4 \ud50c\ub808\uc774\uc5b4\uc758 \uac00\uc6a9 \ubcfc\ub968\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc2dc\uc7a5\uc758 \ub450 \uc790\ub9bf\uc218 \ud655\uc7a5\uc744 \uc911\uae30\uc801\uc73c\ub85c \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \uae30\uc220 \ubc1c\uc804: HBM \uae30\uc220\uc758 \uc9c0\uc18d\uc801\uc778 \ubc1c\uc804\uc740 AI \uce69\uc14b\uc758 \uc131\ub2a5 \ud5a5\uc0c1\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ub354 \ub192\uc740 \ub300\uc5ed\ud3ed\uacfc \uc6a9\ub7c9\uc744 \uc81c\uacf5\ud558\ub294 HBM\uc740 \ub300\uaddc\ubaa8 AI \ubaa8\ub378\uc758 \ub370\uc774\ud130 \ucc98\ub9ac \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uba70, \uc774\ub294 AI \uce69\uc14b \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud558\ub294 \uc911\uc694\ud55c \uc694\uc18c\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uc624\ud508\uc18c\uc2a4 \uc2e4\ub9ac\ucf58(RISC-V) \uac00\uc18d \ud504\ub808\uc784\uc6cc\ud06c: RISC-V\uc640 \uac19\uc740 \uc624\ud508\uc18c\uc2a4 \uc2e4\ub9ac\ucf58 \uc544\ud0a4\ud14d\ucc98\uc758 \ubc1c\uc804\uc740 AI \uce69\uc14b \uc124\uacc4\uc758 \uc720\uc5f0\uc131\uacfc \ud601\uc2e0\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. \uc774\ub294 \ud2b9\ud788 \uc911\uad6d, \uc778\ub3c4, \uc720\ub7fd \ub4f1\uc9c0\uc5d0\uc11c \uc0c8\ub85c\uc6b4 AI \uce69\uc14b \uac1c\ubc1c \ubc0f \ucc44\ud0dd\uc744 \uc7a5\ub824\ud558\uba70 \uc7a5\uae30\uc801\uc778 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p> 2.2. \uc131\uc7a5 \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>*   3nm \uc774\ud558 \ub9ac\uc18c\uadf8\ub798\ud53c \ubcd1\ubaa9 \ud604\uc0c1: 2nm \uc0dd\uc0b0\uc5d0 \ud544\uc218\uc801\uc778 High-NA EUV \uc7a5\ube44\ub294 \ub300\ub2f9 3\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc774\uba70 \uc218\ub7c9\uc774 \uc81c\ud55c\uc801\uc785\ub2c8\ub2e4. TSMC\uc758 \uccab 2nm \ud30c\uc77c\ub7ff \ub77c\uc778\uc740 2025\ub144 \ud558\ubc18\uae30\uc5d0 \uc591\uc0b0\uc5d0 \ub4e4\uc5b4\uac00\uc9c0\ub9cc, \ud50c\ub798\uadf8\uc2ed \uace0\uac1d\ub4e4\uc758 \uc0ac\uc804 \ud560\ub2f9\uc774 \ub9ce\uc2b5\ub2c8\ub2e4. \uc6a9\ub7c9 \ubd80\uc871\uc740 \uc6e8\uc774\ud37c \uac00\uaca9 \uc0c1\uc2b9\uacfc \ud574\ub2f9 \ub178\ub4dc\uc5d0\uc11c \uc81c\uc870\ub418\ub294 AI \uac00\uc18d\uae30\uc758 \ub0a9\uae30 \uc9c0\uc5f0\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4. \uc911\uad6d\uc774 High-NA \ub9ac\uc18c\uadf8\ub798\ud53c\uc5d0\uc11c \uc81c\uc678\ub418\uba74\uc11c \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd\uc774 \ub354\uc6b1 \ud30c\ud3b8\ud654\ub418\uc5b4 \uc774\uc911 \uae30\uc220 \ud45c\uc900\uc758 \uac00\ub2a5\uc131\uc774 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc21c \ud6a8\uacfc\ub294 2027\ub144 \uc774\ud6c4 \ucd94\uac00 \ud339\uc774 \uac00\ub3d9\ub420 \ub54c\uae4c\uc9c0 \ub2e8\uae30\uc801\uc778 \ub2e8\uc704 \uac00\uc6a9\uc131\uc744 \ub0ae\ucd94\uace0 AI \uce69\uc14b \uc2dc\uc7a5 \uc131\uc7a5\ub960\uc744 \uc5b5\uc81c\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>*   AI \ubaa8\ub378 \uc555\ucd95\uc73c\ub85c \uc778\ud55c \uc2e4\ub9ac\ucf58 \uc694\uad6c\ub7c9 \uac10\uc18c: \uac00\uc9c0\uce58\uae30(pruning), \uc591\uc790\ud654(quantization), \uc9c0\uc2dd \uc99d\ub958(knowledge distillation) \uae30\uc220\uc740 \ucd94\ub860 \ucef4\ud4e8\ud305 \uc218\uc694\ub97c \ucd5c\ub300 70%\uae4c\uc9c0 \uc904\uc5ec \ub354 \uc791\uc740 \ubaa8\ub378\uc774 \uc6d0\ub798 \uc815\ud655\ub3c4\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubc29\ubc95\uc774 \uad11\ubc94\uc704\ud558\uac8c \ucc44\ud0dd\ub418\uba74 \ud2b9\uc815 \uc6cc\ud06c\ub85c\ub4dc\uc5d0\uc11c \uace0\uc131\ub2a5 \uce69\uc758 \ud544\uc694\uc131\uc774 \uc904\uc5b4\ub4e4\uace0 \uc804\uccb4 \uc2e4\ub9ac\ucf58 \ubcfc\ub968 \uc131\uc7a5\uc774 \uc644\ud654\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c, \uc555\ucd95 \ud601\uc2e0\uc740 AI \ubc30\ud3ec\ub97c \ud655\ub300\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc2dc\uc7a5\uc5d0 \uad6c\uc870\uc801\uc778 \uc5ed\ud48d\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \ucca8\ub2e8 GPU\uc5d0 \ub300\ud55c \uc9c0\uc815\ud559\uc801 \uc218\ucd9c \ud1b5\uc81c: \uc911\uad6d, \ub7ec\uc2dc\uc544 \ub4f1 \ud2b9\uc815 \uad6d\uac00\uc5d0 \ub300\ud55c \ucca8\ub2e8 GPU \uc218\ucd9c \ud1b5\uc81c\ub294 \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\ud55c\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \uc774\ub294 \ud2b9\uc815 \uc9c0\uc5ed\uc758 AI \uac1c\ubc1c \uc18d\ub3c4\ub97c \ub2a6\ucd94\uace0 \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc758 \ubd88\ud655\uc2e4\uc131\uc744 \uc99d\uac00\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc628\ub514\ubc14\uc774\uc2a4 \uc5f4 \uc124\uacc4 \ud55c\uacc4 \uc2ec\ud654: \ub370\uc774\ud130\uc13c\ud130 \ubc0f \ubaa8\ubc14\uc77c \uc7a5\uce58\uc5d0\uc11c \uc628\ub514\ubc14\uc774\uc2a4 AI \uce69\uc14b\uc758 \uc5f4 \uc124\uacc4 \ud55c\uacc4\uac00 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uc131\ub2a5 AI \uce69\uc14b\uc740 \uc0c1\ub2f9\ud55c \uc5f4\uc744 \ubc1c\uc0dd\uc2dc\ud0a4\ubbc0\ub85c, \uc774\ub97c \ud6a8\uacfc\uc801\uc73c\ub85c \uad00\ub9ac\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc5f4 \ubb38\uc81c\ub294 \uce69\uc14b\uc758 \uc131\ub2a5\uacfc \ud06c\uae30\uc5d0 \uc81c\uc57d\uc744 \uac00\ud558\uba70, \uc7a5\uae30\uc801\uc73c\ub85c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 3. \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p> 3.1. \ucef4\ud3ec\ub10c\ud2b8\ubcc4: \uba54\ubaa8\ub9ac \ud1b5\ud569\uc774 \uc2e4\ub9ac\ucf58 \uc9c4\ud654\ub97c \uc8fc\ub3c4<\/p>\n<p>2025\ub144 AI \uce69\uc14b \uc2dc\uc7a5\uc5d0\uc11c GPU\ub294 51.40%\uc758 \uc810\uc720\uc728\ub85c \ud6c8\ub828\uc744 \uc704\ud55c \ud0c1\uc6d4\ud55c \ubcd1\ub82c \ucc98\ub9ac \ub2a5\ub825\uc744 \uc81c\uacf5\ud558\uba70 \uc120\ub450\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ubc18\uba74, NPU(\uc2e0\uacbd\ub9dd \ucc98\ub9ac \uc7a5\uce58)\uc640 ASIC(\uc8fc\ubb38\ud615 \ubc18\ub3c4\uccb4)\ub294 2031\ub144\uae4c\uc9c0 44.2%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud504\ub860\ud2f0\uc5b4 \ubaa8\ub378\uc758 \ucef4\ud4e8\ud305 \uc608\uc0b0\uc774 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c GPU \ucd9c\ud558\ub7c9\uc740 \uc808\ub300\uc801\uc778 \uce21\uba74\uc5d0\uc11c \uacc4\uc18d \uc99d\uac00\ud558\uaca0\uc9c0\ub9cc, \ub3c4\uba54\uc778\ubcc4 \uc2e4\ub9ac\ucf58\uc73c\ub85c\uc758 \uc810\uc720\uc728 \uc804\ud658\uc740 \ubd84\uba85\ud569\ub2c8\ub2e4.<\/p>\n<p>\uba54\ubaa8\ub9ac \ubc0f \uc2a4\ud1a0\ub9ac\uc9c0 \uacf5\uae09\uc5c5\uccb4\ub294 \uc5c4\uccad\ub09c \uc21c\ud48d\uc744 \ub9de\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc758 HBM3E \uc2a4\ud0dd\uc740 \ub2e4\uc774\ub2f9 36GB\uc5d0 \ub3c4\ub2ec\ud558\uc5ec \ub354 \ud070 \ucee8\ud14d\uc2a4\ud2b8 \ucc3d \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144 \uc774\ud6c4 HBM \uac00\uaca9\uc774 500% \uc0c1\uc2b9\ud55c \uac83\uc740 \uc6d0\uc2dc \uc8fc\ud30c\uc218\ubcf4\ub2e4 \ub300\uc5ed\ud3ed\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \uc695\uad6c\ub97c \ud655\uc778\uc2dc\ucf1c \uc90d\ub2c8\ub2e4. \uce69\ub81b \uae30\ubc18\uc758 \uc774\uae30\uc885 \uc124\uacc4\ub294 CPU, NPU \ubc0f HBM\uc744 \uacf5\ud1b5 \uc778\ud130\ud3ec\uc800\uc5d0 \ud1b5\ud569\ud558\uc5ec \uc5e3\uc9c0 \ucd94\ub860\uc744 \uc704\ud55c \uc804\ub825 \uc18c\ubaa8\ub97c \ucd5c\uc801\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucca8\ub2e8 2.5D \ud328\ud0a4\uc9d5, \ub2e4\uc774-\ud22c-\ub2e4\uc774 \uc778\ud130\ucee4\ub125\ud2b8 \ubc0f \uba54\ubaa8\ub9ac \uacf5\ub3d9 \ubc30\uce58 \uae30\uc220\uc744 \ub9c8\uc2a4\ud130\ud55c \uacf5\uae09\uc5c5\uccb4\ub294 \uc9c4\ud654\ud558\ub294 AI \uce69\uc14b \uc2dc\uc7a5\uc5d0\uc11c \ud504\ub9ac\ubbf8\uc5c4 \ub9c8\uc9c4\uc744 \ud655\ubcf4\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>CPU \ubd80\ubb38\uc740 \uc628\ub2e4\uc774 AI \uac00\uc18d\uae30 \ubc0f \uc0c8\ub85c\uc6b4 \uba85\ub839\uc5b4 \uc138\ud2b8\ub97c \ud1b5\ud574 \uc81c\uc5b4 \ub85c\uc9c1\uacfc \ucd94\ub860\uc774 \ud63c\ud569\ub41c \uc804\ud1b5\uc801\uc778 \uc6cc\ud06c\ub85c\ub4dc\uc5d0\uc11c \uad00\ub828\uc131\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. FPGA\ub294 \uc0b0\uc5c5\uc6a9 \ub85c\ubd07 \ubc0f \ud1b5\uc2e0 \uac8c\uc774\ud2b8\uc6e8\uc774 \ub0b4\ubd80\uc5d0\uc11c \uc808\ub300\uc801\uc778 \ucc98\ub9ac\ub7c9\ubcf4\ub2e4 \uacb0\uc815\ub860\uc801 \uc9c0\uc5f0 \uc2dc\uac04 \ub610\ub294 \ud604\uc7a5 \uc5c5\uadf8\ub808\uc774\ub4dc \uac00\ub2a5\uc131\uc774 \ub354 \uc911\uc694\ud55c \uacbd\uc6b0 \ub2e4\uc2dc \ubaa8\uba58\ud140\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\ud0a4\ud14d\ucc98 \ub2e4\uc591\uc131\uc740 \uad81\uadf9\uc801\uc73c\ub85c \uac01 \uc6cc\ud06c\ub85c\ub4dc\uac00 \uac00\uc7a5 \ud6a8\uc728\uc801\uc778 \uc2e4\ub9ac\ucf58 \ube14\ub85d\uc5d0 \ub9e4\ud551\ub418\uae30 \ub54c\ubb38\uc5d0 \uc804\uccb4 \uac00\uc6a9 \uc2dc\uc7a5\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc5c5\uccb4\uac00 \uac1c\ubcc4 \ubd80\ud488\uc774 \uc544\ub2cc \ud134\ud0a4 \uc11c\ube0c\uc2dc\uc2a4\ud15c\uc744 \uc694\uad6c\ud568\uc5d0 \ub530\ub77c \uba40\ud2f0 \uce69\ub81b \uc194\ub8e8\uc158\uc744 \uc870\uc728\ud560 \uc218 \uc788\ub294 \uacf5\uae09\uc5c5\uccb4\ub294 \uc0c1\ub2f9\ud55c \uc810\uc720\uc728 \uc99d\uac00\ub97c \uae30\ub300\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p> 3.2. \ucc98\ub9ac \uc720\ud615\ubcc4: \ucd94\ub860 \uac00\uc18d\ud654\uac00 \uc2e4\ub9ac\ucf58 \uc6b0\uc120\uc21c\uc704\ub97c \uc7ac\ud3b8<\/p>\n<p>2025\ub144 AI \uce69\uc14b \uc2dc\uc7a5\uc5d0\uc11c \ud6c8\ub828(Training)\uc740 \ub799\ub2f9 \uc218\ubc31 \ud398\ud0c0\ud50c\ub86d\uc2a4\ub97c \uc2e4\ud589\ud558\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \ud074\ub7ec\uc2a4\ud130\uc5d0 \ud798\uc785\uc5b4 60.30%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uba40\ud2f0\ubaa8\ub2ec \ubaa8\ub378\uc758 \ud30c\ub77c\ubbf8\ud130 \uc218\uac00 \uae30\ud558\uae09\uc218\uc801\uc73c\ub85c \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \ud6c8\ub828\uacfc \uad00\ub828\ub41c \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uacc4\uc18d \uc131\uc7a5\ud560 \uac83\uc774\uba70, 2030\ub144\uae4c\uc9c0 1\uc5b5 \uac1c\uc758 H100\uae09 GPU\uac00 \ud544\uc694\ud560 \uac83\uc774\ub77c\ub294 \uc2dc\ub098\ub9ac\uc624\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uae30\uc5c5\ub4e4\uc774 \ub2e4\uc591\ud55c \uc0b0\uc5c5 \ubd84\uc57c\uc5d0 \uac78\uccd0 \uc0dd\uc131\ud615 AI \uc11c\ube44\uc2a4\ub97c \ucd9c\uc2dc\ud558\uace0 \ub124\ud2b8\uc6cc\ud06c \uc5e3\uc9c0\uc5d0 \ub354 \uc791\uc740 \ubaa8\ub378\uc744 \ub0b4\uc7a5\ud568\uc5d0 \ub530\ub77c \ucd94\ub860(Inference) \ucd9c\ud558\ub7c9\uc740 36.9%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc99d\uac00\ud560 \uac83\uc785\ub2c8\ub2e4. Cerebras Systems\uc640 Qualcomm\uc740 \uae30\uc874 \uc194\ub8e8\uc158 \ub300\ube44 10\ubc30\uc758 \uac00\uaca9 \ub300\ube44 \uc131\ub2a5 \ud5a5\uc0c1\uc744 \uacf5\ub3d9\uc73c\ub85c \uc2dc\uc5f0\ud558\uba70, \uc0c8\ub85c\uc6b4 \uc544\ud0a4\ud14d\ucc98\uac00 \uae30\uc874 \ube44\uc6a9 \uace1\uc120\uc744 \ud30c\uad34\ud560 \uc218 \uc788\uc74c\uc744 \ud655\uc778\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc5e3\uc9c0 \ucd94\ub860 \uac00\uc18d\uae30\ub294 FLOPS\ubcf4\ub2e4 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131\uc744 \uc6b0\uc120\uc2dc\ud558\uba70, \uce69 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uc5b4\ud150\uc158(attention) \ub610\ub294 \ucee8\ubcfc\ub8e8\uc158(convolution)\uacfc \uac19\uc740 \ucee4\ub110\uc744 \uc704\ud574 \uc800\uc804\uc555 SRAM, \ub2c8\uc5b4-\uba54\ubaa8\ub9ac \ucef4\ud4e8\ud305 \ubc0f \uc544\ub0a0\ub85c\uadf8 \ucc98\ub9ac\ub97c \ucc44\ud0dd\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc774\ubd84\ubc95\uc740 \ud6c8\ub828\uc744 \uc704\ud55c \ucd08\uace0\ubc00\ub3c4 \uc561\uccb4 \ub0c9\uac01 \ub2e4\uc774\uc640 \ucd94\ub860\uc744 \uc704\ud55c \uc2ac\ub9bc\ud55c \ubc00\ub9ac\uc640\ud2b8\uae09 ASIC\uc774\ub77c\ub294 \ub450 \uac00\uc9c0 \ubcd1\ub82c \uc81c\ud488 \ub85c\ub4dc\ub9f5\uc744 \ub9cc\ub4ed\ub2c8\ub2e4. \ub450 \uac00\uc9c0 \ubc94\uc8fc\ub97c \ubaa8\ub450 \uc544\uc6b0\ub974\ub294 \uacf5\uae09\uc5c5\uccb4\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ud234\uccb4\uc778\uc744 \uad50\ucc28 \ud310\ub9e4\ud560 \uc218 \uc788\uc73c\uba70, \uc804\ubb38\uac00\ub294 \uc9c0\uc5f0 \uc2dc\uac04, \ubcf4\uc548 \ub610\ub294 \uac00\uaca9\uc5d0 \ubbfc\uac10\ud55c \uc5d4\ub4dc\ud3ec\uc778\ud2b8\ub97c \uc911\uc2ec\uc73c\ub85c \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uacf5\ub7b5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uacbd\uc7c1\uc801 \uae34\uc7a5\uc740 AI \uce69\uc14b \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \uac78\uccd0 \ud601\uc2e0\uc744 \uc9c0\uc18d\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p> 3.3. \ubc30\ud3ec \uc704\uce58\ubcc4: \uc5e3\uc9c0 \ucef4\ud4e8\ud305\uc774 \uc544\ud0a4\ud14d\ucc98 \ud601\uc2e0\uc744 \uc8fc\ub3c4<\/p>\n<p>2025\ub144 AI \uce69\uc14b \uc2dc\uc7a5\uc5d0\uc11c \ud074\ub77c\uc6b0\ub4dc \uc2dc\uc124\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc774 \uc0c8\ub85c\uc6b4 \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95\uc5d0 5\ucc9c\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uba74\uc11c 63.10%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc9c0\ubc30\ub825\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uc5e3\uc9c0 \ubc30\ud3ec\ub294 \uc2e4\uc2dc\uac04 \ubd84\uc11d, \ubc31\ud640 \ube44\uc6a9 \uc808\uac10 \ubc0f \ub370\uc774\ud130 \uc8fc\uad8c \uc900\uc218\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ubc18\uc601\ud558\uc5ec 39.2%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \ub610\ud55c \uc5d4\ube44\ub514\uc544 H100\ubcf4\ub2e4 \ub0ae\uc740 \ube44\uc6a9\uc73c\ub85c 50% \ub354 \ub192\uc740 \ucd94\ub860 \ucc98\ub9ac\ub7c9\uc744 \uc81c\uacf5\ud558\ub294 \uc778\ud154\uc758 Gaudi 3 \uac00\uc18d\uae30\ub97c \uc7a5\ucc29\ud55c \uc628\ud504\ub808\ubbf8\uc2a4 \ud074\ub7ec\uc2a4\ud130\ub85c \uc77c\ubd80 AI \uc6cc\ud06c\ub85c\ub4dc\ub97c \ud68c\uadc0\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucd94\uc138\ub294 \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc, \ud504\ub77c\uc774\ube57 \ud074\ub77c\uc6b0\ub4dc, \ud558\uc774\ube0c\ub9ac\ub4dc \ubc0f \ud30c \uc5e3\uc9c0(far-edge) \ub4f1 \ub2e4\uc591\ud55c \ubc30\ud3ec \ubaa8\ub378\uc744 \uc0dd\uc131\ud558\uc5ec \uc2e4\ub9ac\ucf58 \uacf5\uae09\uc5c5\uccb4\uc758 \uc218\uc775 \ud750\ub984\uc744 \ub2e4\uac01\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p>\ucc28\ub7c9, \ub4dc\ub860 \ubc0f \uc0b0\uc5c5\uc6a9 \ucee8\ud2b8\ub864\ub7ec\uc758 \uc628\ub514\ubc14\uc774\uc2a4 \ucd94\ub860\uc740 \ubc94\uc6a9 \ub85c\uc9c1 \uc606\uc5d0 \ub3c4\uba54\uc778\ubcc4 \ucf54\uc5b4\ub97c \ud1b5\ud569\ud558\ub294 \uce69\ub81b\uc744 \uc120\ud638\ud569\ub2c8\ub2e4. \uc5f4 \ubd09\ud22c \ubc0f \uacac\uace0\ud654 \uc694\uad6c \uc0ac\ud56d\uc740 \ud0c4\ud654\uaddc\uc18c \uae30\ud310, \uc0c1\ubcc0\ud654 \uc7ac\ub8cc \ubc0f \uc9c1\uc811 \ud761\uc785 \uc561\uccb4 \ub0c9\uac01\uae30\uc640 \uac19\uc740 \ud601\uc2e0\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c \uc2dc\uc7a5\uc740 \ud3fc \ud329\ud130 \ud558\uc704 \uc138\uadf8\uba3c\ud2b8\ub85c \ubd84\ud560\ub420 \uac83\uc774\uba70, \uac01 \uc138\uadf8\uba3c\ud2b8\ub294 \uc720\uc0ac\ud55c \ud658\uacbd \ubc0f \uc804\ub825 \uc81c\uc57d\uc5d0 \ucd5c\uc801\ud654\ub418\uc9c0\ub9cc \uacf5\ud1b5 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ub7f0\ud0c0\uc784\uc73c\ub85c \ud1b5\ud569\ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p> 3.4. \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \uc790\ub3d9\ucc28 \ud601\uc2e0\uc774 \uc2e4\ub9ac\ucf58 \uc218\uc694\ub97c \uac00\uc18d\ud654<\/p>\n<p>2025\ub144 AI \uce69\uc14b \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc804\uc81c\ud488\uc740 \uc628\ub514\ubc14\uc774\uc2a4 \uc0dd\uc131\ud615 AI\ub97c \ud1b5\ud569\ud558\ub294 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f PC \uad50\uccb4 \uc8fc\uae30\uc5d0 \ud798\uc785\uc5b4 26.40%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 42.6%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uc131\uc7a5\ud558\uc5ec 10\ub144 \ub9d0\uae4c\uc9c0 \uac00\uc804\uc81c\ud488\uc744 \ucd94\uc6d4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. Qualcomm\uc740 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \ucc28\ub7c9\uc774 2030\ub144\uae4c\uc9c0 \uc5f0\uac04 6,500\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ubc18\ub3c4\uccb4 \uae30\ud68c\ub97c \ucc3d\ucd9c\ud560 \uc218 \uc788\ub2e4\uace0 \ucd94\uc815\ud569\ub2c8\ub2e4. Renesas\uc758 R-Car V4H SoC\ub294 16 TOPS\/W\uc5d0\uc11c 34 TOPS\ub97c \uc81c\uacf5\ud558\uc5ec \uace0\ud488\uc9c8 \uae30\ub2a5 \uc548\uc804\uacfc AI \uc131\ub2a5\uc774 \ub2e8\uc77c \ub2e4\uc774 \ub0b4\uc5d0\uc11c \uc218\ub834\ub420 \uc218 \uc788\uc74c\uc744 \uc785\uc99d\ud558\uba70, OEM\uc758 \ube44\uc6a9 \ud55c\ub3c4\ub97c \ucda9\uc871\ud558\uace0 \ucef4\ud4e8\ud305 \uc5ec\uc720 \uacf5\uac04\uc744 \ubbf8\ub798\uc5d0 \ub300\ube44\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n<p>\ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc0dd\uba85 \uacfc\ud559 \ubd84\uc57c\ub294 \uc774\ubbf8\uc9d5 \ubc0f \uc720\uc804\uccb4\ud559\uc5d0 \uace0\ucc98\ub9ac\ub7c9 AI \uce69\uc14b\uc744 \uc801\uc6a9\ud558\uace0 \uc788\uc73c\uba70, \uc0b0\uc5c5 \ubc0f \ub85c\ubd07 \uacf5\ud559 \ubd80\ubb38\uc740 \uacb0\uc815\ub860\uc801 \uc9c0\uc5f0 \uc2dc\uac04\uacfc \ud655\uc7a5\ub41c \uc791\ub3d9 \ubc94\uc704\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \uae30\uc5c5 IT \ubc0f BFSI(\uc740\ud589, \uae08\uc735 \uc11c\ube44\uc2a4 \ubc0f \ubcf4\ud5d8) \ub3c4\uba54\uc778\uc740 \uc0ac\uae30 \ubd84\uc11d \ubc0f \ub300\ud654\ud615 \uc5d0\uc774\uc804\ud2b8\ub97c \uc704\ud55c \uc11c\ubc84\uc5d0 \uac00\uc18d\uae30\ub97c \ud1b5\ud569\ud569\ub2c8\ub2e4. \uac01 \uc0b0\uc5c5 \ubd84\uc57c\uc758 \uace0\uc720\ud55c \uc9c0\uc5f0 \uc2dc\uac04, \uc804\ub825 \ubc0f \ud45c\uc900 \ud504\ub85c\ud544\uc740 \uacf5\uae09\uc5c5\uccb4\uac00 \uc2e4\ub9ac\ucf58 \ube14\ub85d, \ub300\ud654\ud615 \ucef4\ud30c\uc77c\ub7ec \ubc0f \ubcf4\uc548 \ubaa8\ub4c8\uc744 \ub9de\ucda4\ud654\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc774\uc9c8\uc131\uc740 AI \uce69\uc14b \uc2dc\uc7a5\uc744 \ub4b7\ubc1b\uce68\ud558\ub294 \ub2e4\uac01\uc801\uc778 \uc218\uc694 \ud750\ub984\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n<p> 3.5. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 AI \uce69\uc14b \uc2dc\uc7a5\uc5d0\uc11c 41.10%\uc758 \uc810\uc720\uc728\ub85c \uc120\ub450\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 1,430\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 AI \uc790\ub9bd \ud504\ub85c\uadf8\ub7a8, \ub300\ub9cc\uc758 \ucca8\ub2e8 AI \uc81c\uc870 \ubd84\uc57c 90% \uc774\uc0c1 \uc810\uc720\uc728, \ud55c\uad6d\uc758 HBM \uc8fc\ub3c4\uad8c\uc774 \uc774 \uc9c0\uc5ed\uc758 \uac15\uc810\uc744 \uac15\ud654\ud569\ub2c8\ub2e4. \uc77c\ubcf8\uc758 \ud6c4\uac00\ucfe0 \uc288\ud37c\ucef4\ud4e8\ud130 \uc5c5\uadf8\ub808\uc774\ub4dc\ub294 \ud6c8\ub828\uae09 \uac00\uc18d\uae30\uc5d0 \ub300\ud55c \ud604\uc9c0 \uc218\uc694\ub97c \ub354\uc6b1 \uacf5\uace0\ud788 \ud569\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c, \ub2e8\uae30\uc801\uc778 \uc218\ucd9c \ud1b5\uc81c \ub9c8\ucc30\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uacfc \uad00\ub828\ub41c \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uafb8\uc900\ud788 \ud655\uc7a5\ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \ubd81\ubbf8: \uc2ec\uce35\uc801\uc778 R&#038;D \uc0dd\ud0dc\uacc4, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc790\ubcf8 \uc9c0\ucd9c, CHIPS \ubc0f \uacfc\ud559\ubc95\uc5d0 \ub530\ub978 \uc815\ubd80 \ubcf4\uc870\uae08\uc758 \ud61c\ud0dd\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uc758 \ud50c\ub7ab\ud3fc \uc9c0\ubc30\ub825\uacfc \uc778\ud154\uc758 \ud30c\uc6b4\ub4dc\ub9ac \ub9ac\uc1fc\uc5b4\ub9c1 \uc804\ub7b5\uc740 \uc9c0\uc5ed \uacf5\uae09\ub9dd \ud1b5\uc81c\ub97c \uac15\ud654\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ucd5c\ucca8\ub2e8 \uc6a9\ub7c9\uc5d0 \ub300\ud55c \uc811\uadfc\uc131\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc694\uc778\ub4e4\uc740 \ubd81\ubbf8\ub97c \ud2b9\ud788 \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc \uacf5\uae09\uc5c5\uccb4\ub97c \uc704\ud55c \ub9de\ucda4\ud615 \uac00\uc18d\uae30 \ubd84\uc57c\uc5d0\uc11c \ub450 \ubc88\uc9f8\ub85c \ud070 \uc18c\ube44 \uae30\ubc18\uc73c\ub85c \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \uc808\ub300\uc801\uc778 \uaddc\ubaa8\ub294 \uc791\uc9c0\ub9cc, 34.1%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 AI \uce69\uc14b \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544 GPU\ub97c \uc911\uc2ec\uc73c\ub85c \ud55c UAE\uc758 Stargate \ucea0\ud37c\uc2a4\uc640 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 \ube44\uc804 2030 400\uc5b5 \ub2ec\ub7ec AI \uae30\uae08\uc740 \uc11c\uad6c \uae30\uc220 \uae30\uc5c5\uc73c\ub85c\ubd80\ud130 \uc9c1\uc811 \ud22c\uc790\ub97c \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\ub9c9 \uae30\ud6c4 \uc5f4 \uad00\ub9ac \ubc0f \uc544\ub78d\uc5b4 LLM\uc5d0 \ub300\ud55c \ub9de\ucda4\ud654\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc2a4\ud399\ud2b8\ub7fc\uc744 \ub113\ud788\uba70, \ud604\uc9c0 \uc870\uac74\uc774 \ub9de\ucda4\ud615 \uc2e4\ub9ac\ucf58 \uc194\ub8e8\uc158\uc744 \uc5b4\ub5bb\uac8c \ucd09\ubc1c\ud560 \uc218 \uc788\ub294\uc9c0\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>*   \uc720\ub7fd: \ub370\uc774\ud130 \uc8fc\uad8c \ubc0f \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131\uc5d0 \uc911\uc810\uc744 \ub450\uace0 \uc788\uc73c\uba70, \uc800\uc804\ub825 AI \uce69\uc14b\uc5d0 \ub300\ud55c \uc0ac\uc591 \uc120\ud0dd\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 GAIA-X \ud074\ub77c\uc6b0\ub4dc \ud45c\uc900\uc744 \uc639\ud638\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ub0a8\ubbf8: \ub18d\uc5c5 \ubc0f \ucc9c\uc5f0\uc790\uc6d0 \ubaa8\ub2c8\ud130\ub9c1\uc744 \uc704\ud55c \uc5e3\uc9c0 AI\ub97c \ud65c\uc6a9\ud558\ub294 \uc2e0\ud765 \ucc44\ud0dd \uc9c0\uc5ed\uc774\uc9c0\ub9cc, \ucca8\ub2e8 \ub178\ub4dc \uc811\uadfc\uc131\uc5d0\uc11c\ub294 \uc5ec\uc804\ud788 \ub4a4\ucc98\uc838 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 4. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>AI \uce69\uc14b \uc2dc\uc7a5\uc740 \ub192\uc740 \uc9d1\uc911\ub3c4\ub97c \ud2b9\uc9d5\uc73c\ub85c \ud569\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 \ud3ec\uad04\uc801\uc778 CUDA \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc2a4\ud0dd\uacfc \ubd84\uae30\ubcc4 110\uc5b5 \ub2ec\ub7ec\uc758 \ub9e4\ucd9c\uc744 \uae30\ub85d\ud55c Blackwell \uc138\ub300 \ud558\ub4dc\uc6e8\uc5b4\uc5d0 \ud798\uc785\uc5b4 \ud6c8\ub828 \uac00\uc18d\uae30 \ub9e4\ucd9c\uc758 \uc57d 80%\ub97c \uc7a5\uc545\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. AMD\uc758 MI300 \uc2dc\ub9ac\uc988\ub294 \ubd84\uae30\ubcc4 \ub9e4\ucd9c 10\uc5b5 \ub2ec\ub7ec\ub97c \ub3cc\ud30c\ud558\uba70 \uaca9\ucc28\ub97c \uc881\ud788\uace0 \uacf5\uae09 \ub2e4\uc591\uc131\uc744 \uac1c\uc120\ud588\uc2b5\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 \ucd1d \uc18c\uc720 \ube44\uc6a9\uc744 \ub0ae\ucd94\uace0 \uacf5\uae09\uc5c5\uccb4 \uc758\uc874\ub3c4\ub97c \uc904\uc774\uae30 \uc704\ud574 \uad6c\uae00\uc758 TPU v5e \ubc0f \uc544\ub9c8\uc874\uc758 Graviton4\uc640 \uac19\uc740 \ub9de\ucda4\ud615 \uc2e4\ub9ac\ucf58\uc744 \uc124\uacc4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc810\uc9c4\uc801\uc778 \uc218\uc9c1 \ud1b5\ud569 \uc804\ud658\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc778\ud154\uc740 Gaudi 3 \uac00\uc18d\uae30\ub97c \ud1b5\ud574 \uc7ac\uae30\ub97c \ub178\ub9ac\uace0 \uc788\uc73c\uba70, \uacbd\uc7c1 GPU\ubcf4\ub2e4 50% \ub354 \ub192\uc740 \ucd94\ub860 \ucc98\ub9ac\ub7c9\uc744 \uc8fc\uc7a5\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uc790\uc0ac \ud30c\uc6b4\ub4dc\ub9ac\ub97c \uac1c\ubc29\ud615 \uc81c\uc870\uc11c\ube44\uc2a4\ub85c \uc81c\uacf5\ud558\uc5ec \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\ub824 \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc804\ub7b5\uc740 AI \uce69\uc14b \uc2dc\uc7a5\uc758 \uacbd\uc7c1\uc744 \ub354\uc6b1 \uc2ec\ud654\uc2dc\ud0ac \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># 5. \uc8fc\uc694 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd<\/p>\n<p>AI \uce69\uc14b \uc2dc\uc7a5\uc740 \uba87 \uac00\uc9c0 \uc8fc\uc694 \ub3d9\ud5a5\uc5d0 \uc758\ud574 \ud615\uc131\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ub9de\ucda4\ud615 \uc2e4\ub9ac\ucf58\uc758 \ubd80\uc0c1: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 \ube44\uc6a9 \uc808\uac10\uacfc \uc131\ub2a5 \ucd5c\uc801\ud654\ub97c \uc704\ud574 \uc790\uccb4 AI \uce69\uc744 \uac1c\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc7a5\uae30\uc801\uc73c\ub85c \uc5d4\ube44\ub514\uc544\uc640 \uac19\uc740 \uae30\uc874 \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \uc904\uc77c \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc5e3\uc9c0 AI\uc758 \uc131\uc7a5: IoT \uae30\uae30, \uc790\uc728\uc8fc\ud589\ucc28, \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ub4f1 \ub2e4\uc591\ud55c \uc5e3\uc9c0 \ub514\ubc14\uc774\uc2a4\uc5d0\uc11c AI \ucc98\ub9ac \uc218\uc694\uac00 \uc99d\uac00\ud558\uba74\uc11c \uc800\uc804\ub825, \uace0\ud6a8\uc728 \uc5e3\uc9c0 AI \uce69\uc14b \uc2dc\uc7a5\uc774 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uac1c\ubc29\ud615 \ud45c\uc900 \ubc0f \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc2a4\ud0dd\uc758 \uc911\uc694\uc131: CUDA\uc640 \uac19\uc740 \ub3c5\uc810\uc801\uc778 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc2a4\ud0dd\uc740 \uc5d4\ube44\ub514\uc544\uc758 \uac15\ub825\ud55c \ud574\uc790 \uc5ed\ud560\uc744 \ud558\uc9c0\ub9cc, AMD\uc758 ROCm \ubc0f \uc778\ud154\uc758 oneAPI\uc640 \uac19\uc740 \uac1c\ubc29\ud615 \ub300\uc548\uc774 \uc810\ucc28 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uac1c\ubc1c\uc790 \uc0dd\ud0dc\uacc4\ub97c \ud655\uc7a5\ud558\uace0 \uacf5\uae09\uc5c5\uccb4 \uac04 \uacbd\uc7c1\uc744 \ucd09\uc9c4\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uace0\uae09 \ud328\ud0a4\uc9d5 \uae30\uc220\uc758 \ubc1c\uc804: HBM(\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac) \ubc0f \uce69\ub81b(Chiplet) \uc544\ud0a4\ud14d\ucc98\uc640 \uac19\uc740 \uace0\uae09 \ud328\ud0a4\uc9d5 \uae30\uc220\uc740 AI \uce69\uc14b\uc758 \uc131\ub2a5\uacfc \ud6a8\uc728\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc815\ud559\uc801 \uc694\uc778: \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc758 \uc9c0\uc815\ud559\uc801 \uc911\uc694\uc131\uc774 \ucee4\uc9c0\uba74\uc11c \uac01\uad6d \uc815\ubd80\ub294 \uc790\uad6d \ub0b4 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ub2a5\ub825 \uac15\ud654\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc2dc\uc7a5 \uc5ed\ud559\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\ub9dd: AI \uce69\uc14b \uc2dc\uc7a5\uc740 \ud5a5\ud6c4 \uba87 \ub144\uac04 \ud3ed\ubc1c\uc801\uc778 \uc131\uc7a5\uc744 \uc9c0\uc18d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc0dd\uc131\ud615 AI\uc758 \ud655\uc0b0\uacfc \uc5e3\uc9c0 AI \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \uc99d\uac00\ub294 \uc774\ub7ec\ud55c \uc131\uc7a5\uc744 \ub354\uc6b1 \uac00\uc18d\ud654\ud560 \uac83\uc785\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 \uc5ec\uc804\ud788 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uaca0\uc9c0\ub9cc, AMD, \uc778\ud154, \uadf8\ub9ac\uace0 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 \ub9de\ucda4\ud615 \uce69 \uac1c\ubc1c \ub178\ub825\uc73c\ub85c \uacbd\uc7c1\uc740 \ub354\uc6b1 \uce58\uc5f4\ud574\uc9c8 \uac83\uc785\ub2c8\ub2e4. \uae30\uc220 \ud601\uc2e0\uacfc \ud568\uaed8 \uacf5\uae09\ub9dd \uc548\uc815\uc131, \uac1c\ubc29\ud615 \uc0dd\ud0dc\uacc4 \uad6c\ucd95\uc774 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uacf5 \uc694\uc778\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c AI \uce69\uc14b \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc885\ud569\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. AI \uce69\uc740 \uc778\uacf5\uc9c0\ub2a5 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc544\ud0a4\ud14d\ucc98\uc778 \uc2e0\uacbd\ub9dd\uc744 \ud6c8\ub828\ud558\uace0 \uc2e4\ud589\ud558\ub294 \ub370 \ud2b9\ud654\ub41c \uc9d1\uc801 \ud68c\ub85c\ub85c \uc815\uc758\ub418\uba70, \uc8fc\ub85c \ub525\ub7ec\ub2dd\uacfc \uac19\uc740 \uc0c1\uc5c5\uc801 \uc778\uacf5 \uc2e0\uacbd\ub9dd(ANN) \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \ud65c\uc6a9\ub429\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \uae30\ud68c \ubc0f \ub3c4\uc804 \uacfc\uc81c\ub97c \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8e8\uace0 \uc788\uc73c\uba70, \uad6c\uc131 \uc694\uc18c, \uc560\ud50c\ub9ac\ucf00\uc774\uc158, \uc9c0\uc5ed\ubcc4 \uc2dc\uc7a5 \uc138\ubd84\ud654 \uc815\ubcf4\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>AI \uce69\uc14b \uc2dc\uc7a5\uc740 2026\ub144 702\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 2,859\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc774\ub294 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc138\ub97c \ub098\ud0c0\ub0c5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc790\uc728\uc8fc\ud589 \uae30\uc220 \uc218\uc694 \uc99d\uac00\uc640 IoT \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc704\ud55c \uc5e3\uc9c0 \ubd84\uc11d\uc758 \ud655\uc0b0\uc5d0 \uc758\ud574 \uc8fc\ub85c \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \uad6c\uc131 \uc694\uc18c\ubcc4\ub85c \uc911\uc559 \ucc98\ub9ac \uc7a5\uce58(CPU), \uadf8\ub798\ud53d \ucc98\ub9ac \uc7a5\uce58(GPU), \uc2e0\uacbd\ub9dd \ud504\ub85c\uc138\uc11c(NNP) \ubc0f \uae30\ud0c0 \uad6c\uc131 \uc694\uc18c\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4. \ud2b9\ud788 GPU\ub294 \ubcd1\ub82c \ucc98\ub9ac \uac15\uc810\uacfc \ud655\uace0\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4 \ub355\ubd84\uc5d0 51.40%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uce21\uba74\uc5d0\uc11c\ub294 \uac00\uc804\uc81c\ud488, \uc790\ub3d9\ucc28, \ud5ec\uc2a4\ucf00\uc5b4, \uc790\ub3d9\ud654 \ubc0f \ub85c\ubd07 \uacf5\ud559 \ub4f1\uc774 \uc8fc\uc694 \ubd84\uc57c\uc774\uba70, \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \ucc28\ub7c9\uc774 \uc911\uc559 \uc9d1\uc911\uc2dd AI \ucef4\ud4e8\ud305 \ub3c4\uba54\uc778\uc73c\ub85c \uc804\ud658\ub428\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 42.6%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74, \uc911\ub3d9\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uad6d\uac00 AI \uc778\ud504\ub77c \uacc4\ud68d\uc5d0 \ud798\uc785\uc5b4 34.1%\uc758 \uac00\uc7a5 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \ub610\ud55c, AI GPU \ud074\ub7ec\uc2a4\ud130 \uc218\uc694\uac00 \uacf5\uae09\uc744 \ucd08\uacfc\ud558\uba74\uc11c \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \uac00\uaca9\uc774 500% \uc0c1\uc2b9\ud558\uace0 2025\ub144\uae4c\uc9c0 \uc0dd\uc0b0 \ub2a5\ub825\uc774 \ub9e4\uc9c4\ub418\ub294 \ub4f1 \uc8fc\uc694 \ubd80\ud488\uc758 \uac00\uaca9 \uc0c1\uc2b9\uc774 \uad00\ucc30\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc5d0\ub294 \uba87 \uac00\uc9c0 \uc81c\uc57d \uc694\uc778\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4. AI \uce69\uc14b \uc124\uacc4\uc758 \ubcf5\uc7a1\uc131\uacfc AI \uc778\ud130\ud398\uc774\uc2a4\uc758 \uc5b4\ub824\uc6c0\uc774 \uc8fc\uc694 \uc81c\uc57d\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \ub2e8\uae30\uc801\uc778 AI \uce69\uc14b \uacf5\uae09 \uce21\uba74\uc5d0\uc11c\ub294 3nm \uc774\ud558 \ub178\ub4dc\uc758 \uc81c\ud55c\uc801\uc778 \ub9ac\uc18c\uadf8\ub798\ud53c(lithography) \uc0dd\uc0b0 \ub2a5\ub825\uc774 \uc0dd\uc0b0\ub7c9\uc744 \uc81c\uc57d\ud558\uc5ec \ub9ac\ub4dc \ud0c0\uc784\uc744 \uae38\uac8c \ud558\uace0 \uac00\uaca9 \uc0c1\uc2b9 \uc555\ub825\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 Advanced Micro Devices Inc. (AMD), Xilinx Inc., Graphcore Ltd, Huawei Technologies Co. Ltd, IBM Corporation, Intel Corporation, NVIDIA Corporation, Micron Technology Inc., Samsung Semiconductor \ub4f1 \uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc758 \uacbd\uc7c1 \ud658\uacbd\uc744 \ubd84\uc11d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc0b0\uc5c5 \ub9e4\ub825\ub3c4\ub97c \ud3c9\uac00\ud558\uace0, \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d \ubc0f COVID-19\uac00 AI \uce69\uc14b \uc2dc\uc7a5\uc5d0 \ubbf8\uce5c \uc601\ud5a5\uc5d0 \ub300\ud55c \ud3c9\uac00\ub3c4 \ud3ec\ud568\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc885\ud569\uc801\uc73c\ub85c, AI \uce69\uc14b \uc2dc\uc7a5\uc740 \uae30\uc220 \ubc1c\uc804\uacfc \ub2e4\uc591\ud55c \uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c\uc758 AI \ub3c4\uc785 \uac00\uc18d\ud654\uc5d0 \ud798\uc785\uc5b4 \uac15\ub825\ud55c \uc131\uc7a5 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc73c\ub098, \uc124\uacc4 \ubcf5\uc7a1\uc131 \ubc0f \uacf5\uae09\ub9dd \uc81c\uc57d\uacfc \uac19\uc740 \ub3c4\uc804 \uacfc\uc81c \ub610\ud55c \uc548\uace0 \uc788\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-43119","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\/43119"}],"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=43119"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/43119\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=43119"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=43119"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=43119"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}