{"id":7218,"date":"2025-10-15T15:52:00","date_gmt":"2025-10-15T06:52:00","guid":{"rendered":"http:\/\/www.bnwinv.com\/?p=7218"},"modified":"2025-10-15T15:52:00","modified_gmt":"2025-10-15T06:52:00","slug":"2000%ec%96%b5-%eb%b2%a0%ed%8c%85-bnw%ec%9d%b8%eb%b2%a0-%ec%bc%80%eb%af%b8%ed%85%8d-%ed%88%ac%ec%9e%90-%ed%95%98%ec%9d%b4%eb%9d%bc%ec%9d%b4%ed%8a%b8%eb%8a%94","status":"publish","type":"post","link":"http:\/\/www.bnwinv.com\/?p=7218","title":{"rendered":"&#8216;2000\uc5b5 \ubca0\ud305&#8217; bnw\uc778\ubca0, \ucf00\ubbf8\ud14d \ud22c\uc790 \ud558\uc774\ub77c\uc774\ud2b8\ub294"},"content":{"rendered":"<p>HBM \ud14c\uc2a4\ud2b8\uc6a9 \ucee4\ub125\ud130 \uacf5\uae09, &#8216;AI \uc218\uc694 \ud655\ub300&#8217; \uad6c\uc870\uc801 \uc131\uc7a5 \uae30\ub300<\/p><p>\ucd5c\uc7ac\ud601 \uae30\uc790 | \uacf5\uac1c 2025-06-16 08:01:11<\/p><p><\/p><p>\uc0ac\ubaa8\ud22c\uc790\ud380\ub4dc(PEF) \uc6b4\uc6a9\uc0ac bnw\uc778\ubca0\uc2a4\ud2b8\uba3c\ud2b8(bnw\uc778\ubca0)\uac00 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \ubc0f DRAM \ud14c\uc2a4\ud2b8\uc6a9 \ucee4\ub125\ud130 \uc81c\uc870\uc0ac\uc778 \ucf00\ubbf8\ud14d\uc5d0 \uc57d 2000\uc5b5\uc6d0\uc744 \ubca0\ud305\ud55c \ubc30\uacbd\uc5d0 \uad00\uc2ec\uc774 \uc3e0\ub9b0\ub2e4. HBM \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \uc131\uc7a5 \uc18d\uc5d0\uc11c \uc778\ud130\ud398\uc774\uc2a4 \ud45c\uc900\ud654\ub97c \uae30\ubc18\uc73c\ub85c \ud14c\uc2a4\ud2b8 \uc7a5\ube44 \uc0dd\ud0dc\uacc4 \ub0b4\uc5d0\uc11c \ucc28\ubcc4\ud654\ub41c \uc785\uc9c0\ub97c \ud655\ubcf4\ud55c \uc810\uc774 \ud575\uc2ec \ud22c\uc790 \ud3ec\uc778\ud2b8\ub85c \uaf3d\ud78c\ub2e4.<\/p><p>11\uc77c \ud22c\uc790\uc740\ud589(IB) \uc5c5\uacc4\uc5d0 \ub530\ub974\uba74 bnw\uc778\ubca0\ub294 \ucf00\ubbf8\ub374 \uc9c0\ubd84 80%\ub97c \uc778\uc218\ud558\ub294 \uac70\ub798\ub97c \ucd94\uc9c4 \uc911\uc774\ub2e4. \ucd5c\ub300\uc8fc\uc8fc\uc778 \ubc15\uc900\uc5b8 \ub300\ud45c \ubc0f \ud2b9\uc218\uad00\uacc4\uc778 \ubcf4\uc720 \uc9c0\ubd84\uc774 \ub9e4\ub9e4 \ub300\uc0c1\uc774\uba70 \uc778\uc218\uac00\uaca9\uc740 2000\uc5b5\uc6d0 \uc218\uc900\uc774\ub2e4. bnw\uc778\ubca0\ub294 \ube14\ub77c\uc778\ub4dc\ud380\ub4dc\uc640 \ubcc4\ub3c4 \ud504\ub85c\uc81d\ud2b8\ud380\ub4dc\ub97c \ud63c\ud569\ud574 \uc7ac\uc6d0\uc744 \ub9c8\ub828\ud558\uace0 \uc77c\ubd80 \uc790\uae08\uc740 \uc778\uc218\uae08\uc735\uc73c\ub85c \uc870\ub2ec\ud560 \uc608\uc815\uc774\ub2e4.<\/p><p>bnw\uc778\ubca0\ub294 AI \uc778\ud504\ub77c \ud655\ub300\uc640 \ud568\uaed8 HBM \ud14c\uc2a4\ud2b8 \uc218\uc694\uac00 \uae09\uc99d\ud558\uace0 \uc788\ub2e4\ub294 \uc810\uc5d0 \uc8fc\ubaa9\ud588\ub2e4. HBM\uc740 \ud2b9\uc131\uc0c1 \uae30\uc874 DRAM \ub300\ube44 \ud14c\uc2a4\ud2b8 \uacf5\uc815\uc774 \ub354 \ubcf5\uc7a1\ud55c\ub370 \uc774 \uacfc\uc815\uc5d0\uc11c \uace0\uc131\ub2a5 \ucee4\ub125\ud130\uc758 \uc218\uc694\uac00 \ud544\uc218\uc801\uc774\ub2e4. \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uace0\uac1d\uc0ac\ub4e4\uc774 \ud14c\uc2a4\ud2b8 \uacf5\uc815\uc758 \uc2e0\ub8b0\uc131\uacfc \ud6a8\uc728\uc131 \uac15\ud654\ub97c \uc704\ud574 \uc778\ud130\ud398\uc774\uc2a4 \uaddc\uaca9\uc744 \ud45c\uc900\ud654\ud558\ub294 \uac00\uc6b4\ub370 \ucf00\ubbf8\ud14d\uc774 \uc8fc\uc694 \uc7a5\ube44\uc0ac \uae30\uc900\uc5d0 \ubd80\ud569\ud558\ub294 \ucee4\ub125\ud130\ub97c \uacf5\uae09 \uc911\uc778 \uc810\uc774 \ud22c\uc790 \ud3ec\uc778\ud2b8\ub85c \uc791\uc6a9\ud588\ub2e4.<\/p><p>2000\ub144 \uc124\ub9bd\ub41c \ucf00\ubbf8\ud14d\uc740 \uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4 \ub4f1 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \ub300\uae30\uc5c5\uc5d0 \ud14c\uc2a4\ud2b8 \uc7a5\ube44\uc6a9 \ucee4\ub125\ud130\ub97c \uacf5\uae09\ud558\uba70 \uc785\uc9c0\ub97c \ub2e4\uc838\uc654\ub2e4. \uc774\ub4e4 \uc5d4\ub4dc \uc720\uc800\uac00 \uc9c0\uc815\ud55c \uc778\ud130\ud398\uc774\uc2a4 \uc0ac\uc591\uc5d0 \ub530\ub77c \uc5b4\ub4dc\ubc18\ud14c\uc2a4\ud2b8, \ud14c\ub77c\ub2e4\uc778 \ub4f1 \uc7a5\ube44\uc0ac\uc5d0 \ud574\ub2f9 \ubd80\ud488\uc744 \uc9c1\uc811 \ub0a9\ud488\ud558\ub294 \uad6c\uc870\ub2e4.<\/p><p>\ucf00\ubbf8\ud14d\uc740 SK\ud558\uc774\ub2c9\uc2a4\uc6a9 \ud14c\uc2a4\ud2b8 \uc7a5\ube44\uc5d0 \uc801\uc6a9\ub418\ub294 TIU\ub97c, \uc0bc\uc131\uc804\uc790\ud5a5\uc73c\ub85c\ub294 ZIF \ud0c0\uc785 \ucee4\ub125\ud130\ub97c \ub0a9\ud488 \uc911\uc774\ub2e4. HBM \ud14c\uc2a4\ud130\uc640 \uac19\uc740 \uace0\ub300\uc5ed \uc7a5\ube44\uc5d0 \uc694\uad6c\ub418\ub294 \uae30\uc220\ub825\uc744 \uac16\ucd98 \ud68c\uc0ac\ub85c \ud3c9\uac00\ub418\uba70 \ud5a5\ud6c4 \ud14c\uc2a4\ud2b8 \uc7a5\ube44\uc758 \uace0\uc0ac\uc591\ud654\uc5d0 \ub530\ub978 \uc218\ud61c\uac00 \uae30\ub300\ub41c\ub2e4.<\/p><p>\uae30\uc220 \ub3c5\uc810\uc131\uacfc \ud568\uaed8 \ub208\uc5d0 \ub744\ub294 \uc810\uc740 \uc0ac\uc5c5 \uad6c\uc870\uc758 \ud6a8\uc728\uc131\uc774\ub2e4. \uc790\uccb4 \uacf5\uc815 \ube44\uc911\uc774 \ub0ae\uc740 &#8216;CAPEX-Light&#8217; \uad6c\uc870\ub97c \uae30\ubc18\uc73c\ub85c \uc81c\uc870 \ube44\uc6a9\uc740 \ucd5c\uc18c\ud654\ud558\uace0 \uace0\ubd80\uac00 \ucee4\ub125\ud130 \uc911\uc2ec\uc758 \uc81c\ud488 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub85c \uc218\uc775\uc131\uc744 \uadf9\ub300\ud654\ud558\uace0 \uc788\ub2e4.<\/p><p>\uc2e4\uc801 \uc131\uc7a5\ub3c4 \uac00\ud30c\ub974\ub2e4. \uc9c0\ub09c\ud574 \ub9e4\ucd9c\uc740 \uc57d 480\uc5b5\uc6d0, \uc0c1\uac01 \uc804 \uc601\uc5c5\uc774\uc775(EBITDA)\uc740 312\uc5b5\uc6d0\uc73c\ub85c \ub9c8\uc9c4\uc728\uc774 65%\uc5d0 \ub2ec\ud55c\ub2e4. \ucd5c\uadfc \uba87 \ub144\uac04 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc758 \ud14c\uc2a4\ud2b8 \uc7a5\ube44 \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \ub9e4\ucd9c\uacfc \uc774\uc775 \ubaa8\ub450 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\ub2e4. \uc62c\ud574\uc5d0\ub294 \ubc18\ub3c4\uccb4 \ud339 \uc99d\uc124 \ud6a8\uacfc\uac00 \ubcf8\uaca9\ud654\ub418\uba74\uc11c 10% \uc774\uc0c1\uc758 \ucd94\uac00 \uc131\uc7a5\uc774 \uae30\ub300\ub41c\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4. \ub610\ud55c \ubd80\ucc44 \uc5c6\uc774 400\uc5b5\uc6d0 \uc774\uc0c1\uc758 \ud604\uae08\uc131 \uc790\uc0b0\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc5b4 \uc7ac\ubb34 \uad6c\uc870\ub3c4 \ub9e4\uc6b0 \uc548\uc815\uc801\uc778 \ud3b8\uc774\ub2e4.<\/p><p>\uc778\uc218 \uc808\ucc28\ub294 \ub0b4\ub2ec \ub9d0\ucbe4 \ub9c8\ubb34\ub9ac\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. bnw\uc778\ubca0\ub294 \uc774\ud6c4 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uae30\uc5c5 \uc704\uc8fc \uc2e0\uaddc \uace0\uac1d \ud655\ubcf4, \uc81c\ud488 \ub77c\uc778\uc5c5 \ud655\uc7a5 \ub4f1 \uc778\uc218 \ud6c4 \ud1b5\ud569(PMI) \uc808\ucc28\uc640 \ubc38\ub958\uc5c5 \uc804\ub7b5\uc744 \ucd94\uc9c4\ud560 \ubc29\uce68\uc774\ub2e4.<\/p><p><a href=\"https:\/\/www.thebell.co.kr\/free\/content\/ArticleView.asp?key=202506111404384160102469\">&#8216;2000\uc5b5 \ubca0\ud305&#8217; bnw\uc778\ubca0, \ucf00\ubbf8\ud14d \ud22c\uc790 \ud558\uc774\ub77c\uc774\ud2b8\ub294<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>HBM \ud14c\uc2a4\ud2b8\uc6a9 \ucee4\ub125\ud130 \uacf5\uae09, &#8216;AI \uc218\uc694 \ud655\ub300&#8217; \uad6c\uc870\uc801 \uc131\uc7a5 \uae30\ub300 \ucd5c\uc7ac\ud601 \uae30\uc790 | \uacf5\uac1c 2025-06-16 08:01:11 \uc0ac\ubaa8\ud22c\uc790\ud380\ub4dc(PEF) \uc6b4\uc6a9\uc0ac bnw\uc778\ubca0\uc2a4\ud2b8\uba3c\ud2b8(bnw\uc778\ubca0)\uac00 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \ubc0f DRAM \ud14c\uc2a4\ud2b8\uc6a9 \ucee4\ub125\ud130 \uc81c\uc870\uc0ac\uc778 \ucf00\ubbf8\ud14d\uc5d0 \uc57d 2000\uc5b5\uc6d0\uc744 \ubca0\ud305\ud55c \ubc30\uacbd\uc5d0 \uad00\uc2ec\uc774 \uc3e0\ub9b0\ub2e4. HBM \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \uc131\uc7a5 \uc18d\uc5d0\uc11c \uc778\ud130\ud398\uc774\uc2a4 \ud45c\uc900\ud654\ub97c \uae30\ubc18\uc73c\ub85c \ud14c\uc2a4\ud2b8 \uc7a5\ube44 \uc0dd\ud0dc\uacc4 \ub0b4\uc5d0\uc11c \ucc28\ubcc4\ud654\ub41c \uc785\uc9c0\ub97c \ud655\ubcf4\ud55c \uc810\uc774 \ud575\uc2ec \ud22c\uc790 \ud3ec\uc778\ud2b8\ub85c \uaf3d\ud78c\ub2e4. 11\uc77c \ud22c\uc790\uc740\ud589(IB) [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"_links":{"self":[{"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=\/wp\/v2\/posts\/7218"}],"collection":[{"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7218"}],"version-history":[{"count":1,"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=\/wp\/v2\/posts\/7218\/revisions"}],"predecessor-version":[{"id":7219,"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=\/wp\/v2\/posts\/7218\/revisions\/7219"}],"wp:attachment":[{"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7218"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7218"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7218"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}