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Openai/69514045-5cb0-8007-ad81-f95bb4ecc583
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=== ν΅μ¬ κ°λ ν μ€λΆν°: === : ==== ### ==== μν : AI μΈνλΌμ μ νΉμ§: λ³λμ± β, ꡬ쑰μ μμ β * μΌμ±μ μ * SKνμ΄λμ€ π ν¬μΈνΈ * βHBM μ μ μ¨βλ³΄λ€ π HBM μΈλ(HBM4) λμ μλ * DRAM μ¬μ΄ν΄ νλ½κΈ°μλ λ°©μ΄λ ₯ β‘οΈ ν¬νΈν΄λ¦¬μ€μ μ€μ¬μΆ (λ² ν μν ) ===== μν : AI λ³λͺ© ν΄κ²°μ ===== νΉμ§: μμ΅ λ λ²λ¦¬μ§ κ°μ₯ νΌ κ΅¬μ±: * ν¨ν€μ§ μ₯λΉ (λ³Έλ©, TSV, μ λ ¬) * κ³ μ ν μ€νΈ * μ΄κ΄λ¦¬ ν¨ν€μ§ π ν¬μΈνΈ * βHBM 맀μΆβ β * HBM4 λΌμΈμ μ€μ λ€μ΄κ°λκ° β * CAPEX μ ν μ¬λΆ β‘οΈ μ¬μ΄ν΄ μ΄μ μμ κ°μ₯ λ¨Όμ μμ§μ΄λ κ΅¬κ° ===== μν : μ‘°μ©ν λ μ ===== νΉμ§: λ³λμ± β, μ§μμ± β ꡬμ±: * μΈλν * λͺ°λ© μ»΄νμ΄λ * λ°©μ΄ μμ¬ * κ³ μ λ’° μ ν© μμ¬ π ν¬μΈνΈ * κ³ κ° μΈμ¦ κΈ°κ° * μΈλ λ³κ²½ μ κ΅μ²΄λλμ§ μλμ§ β‘οΈ βμ νλ€λ¦¬λ μνβ ===== μν : AIμ 물리μ κΈ°λ° ===== νΉμ§: μ μ± + ꡬ쑰 μ±μ₯ ꡬμ±: * μμ /SMR * μ΄κ³ μ μ‘μ * ESS * V2G π ν¬μΈνΈ * AI λ°μ΄ν°μΌν° μ§μ * μ λ ₯ μ¬μ©λ μ¦κ° μλ β‘οΈ HBM μ΄ν μμ΅μ λ€μ λͺ©μ μ§ ==== ### ==== * Layer 2, 3 μ ν * λ΄μ€: βλΌμΈ μ¦μ€β, βμ₯λΉ λ°μ£Όβ π μμ§ μ€μ μ μ λμλ μ£Όκ°κ° λ¨Όμ λ°μ ===== - Layer 1 μ¬νκ° ===== * HBM4 본격 κ³΅κΈ π κ°μ₯ λ§μ μ¬λμ΄ λ€μ΄μ€λ κ΅¬κ° ===== - Layer 4 λΆκ° ===== * AI = κ΅κ° μΈνλΌ π μ μ± + μ₯κΈ° μκΈ μ μ ==== β AI λ²λΈμ΄ μλ ==== β ν곡μ Β·μ λ ₯μ λ¨λλ€ β κΈ°μ λ³νκ° μλ β λ³λͺ©μ ννλ§ λ°λ λΏ μ¬λΌμ§μ§ μλλ€ β νκ΅ μμ₯ νΉν β μΌμ±Β·SKλΌλ βμ€μ ν μ€νΈλ² λβ 보μ ==== β GPUλ§ μΆκ²© ==== β βHBM ν λ§β λ¨κΈ° μ κ·Ό β μννΈμ¨μ΄ λ°Έλ₯λ§ λ―ΏκΈ° π λ³λͺ©μ λ³΄μ§ μκ³ βνμ βλ§ λ³΄λ ν¬μ
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