{"id":3159,"date":"2025-01-13T16:26:40","date_gmt":"2025-01-13T07:26:40","guid":{"rendered":"https:\/\/trendynote.net\/?p=3159"},"modified":"2025-01-13T16:26:41","modified_gmt":"2025-01-13T07:26:41","slug":"%ed%95%9c%eb%af%b8%eb%b0%98%eb%8f%84%ec%b2%b4-%ec%a3%bc%ea%b0%80-%ed%88%ac%ec%9e%90%ec%9e%90%ec%9d%98-%ea%b4%80%ec%a0%90","status":"publish","type":"post","link":"https:\/\/trendynote.net\/%ed%95%9c%eb%af%b8%eb%b0%98%eb%8f%84%ec%b2%b4-%ec%a3%bc%ea%b0%80-%ed%88%ac%ec%9e%90%ec%9e%90%ec%9d%98-%ea%b4%80%ec%a0%90\/","title":{"rendered":"2025\ub144 \ud55c\ubbf8\ubc18\ub3c4\uccb4 \uc8fc\uac00, \uc8fc\uc2dd\uc744 \ubcf4\uc720\ud558\uace0 \uc788\ub294 \ud22c\uc790\uc790\uc758 \uad00\uc810\uc5d0"},"content":{"rendered":"\n
\ud55c\ubbf8\ubc18\ub3c4\uccb4 \uc8fc\uac00 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5d0 \ud544\uc218\uc801\uc778 \uc7a5\ube44\ub97c \ub9cc\ub4dc\ub294 \ud68c\uc0ac\uc785\ub2c8\ub2e4. \ud2b9\ud788, \uace0\uc18d \uba54\ubaa8\ub9ac HBM(High Bandwidth Memory) \uc81c\uc870\uc5d0 \ud544\uc694\ud55c \ud575\uc2ec \uc7a5\ube44\ub97c \uacf5\uae09\ud558\uba70 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ubc88 \uae00\uc5d0\uc11c\ub294 2025\ub144 \ud55c\ubbf8\ubc18\ub3c4\uccb4 \uc8fc\uac00\uc640 \uad00\ub828\ub41c \uc8fc\uc694 \ub0b4\uc6a9\uc744 \uc27d\uac8c \uc124\uba85\ud558\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n
<\/p>\n\n\n\n <\/p>\n\n\n\n \ud55c\ubbf8\ubc18\ub3c4\uccb4\ub294 HBM\uc744 \uc0dd\uc0b0\ud560 \ub54c \uc0ac\uc6a9\ud558\ub294 TC \ubcf8\ub354(Thermal Compression Bonder)\ub97c \ub3c5\uc810 \uacf5\uae09\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. HBM\uc740 AI(\uc778\uacf5\uc9c0\ub2a5)\uc640 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud130\uc5d0\uc11c \ub370\uc774\ud130\ub97c \ube60\ub974\uac8c \ucc98\ub9ac\ud558\ub294 \ub370 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uc774 \ud68c\uc0ac\ub294 HBM \uad00\ub828 \uc7a5\ube44 \uc2dc\uc7a5\uc5d0\uc11c \ub3c5\ubcf4\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n \ud55c\ubbf8\ubc18\ub3c4\uccb4\ub294 \uc9c0\uc18d\uc801\uc73c\ub85c \uae30\uc220\uc744 \ubc1c\uc804\uc2dc\ud0a4\uba70, \uace0\uac1d\uc0ac\ub4e4\uacfc\uc758 \uc2e0\ub8b0\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc\uc5d0\ub294 \ucc28\uc138\ub300 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uac1c\ubc1c\uc5d0\ub3c4 \ub9ce\uc740 \ud22c\uc790\ub97c \ud558\uace0 \uc788\uc5b4, \ubbf8\ub798 \uc131\uc7a5 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n 2025\ub144 \ud55c\ubbf8\ubc18\ub3c4\uccb4\uc758 \uc8fc\uac00\ub294 \uc99d\uad8c\uc0ac\uc5d0 \ub530\ub77c \ucd5c\ub300 150,000\uc6d0\uae4c\uc9c0 \uc624\ub97c \uc218 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774 \ub098\uc654\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud604\uc7ac \uc8fc\uac00 \ub300\ube44 \uc57d 30% \uc0c1\uc2b9 \uac00\ub2a5\uc131\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. \uc804\ubb38\uac00\ub4e4\uc740 \ud2b9\ud788 HBM \uc7a5\ube44 \ub3c5\uc810 \uacf5\uae09\uc774 \uc8fc\uac00 \uc0c1\uc2b9\uc758 \uc8fc\uc694 \uc694\uc778\uc774\ub77c\uace0 \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n HBM \uc2dc\uc7a5\uc740 \ub9e4\ub144 30% \uc774\uc0c1\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud55c\ubbf8\ubc18\ub3c4\uccb4\ub294 \uc774\ub7ec\ud55c \uc2dc\uc7a5 \uc131\uc7a5\uc758 \uac00\uc7a5 \ud070 \uc218\ud61c\uc8fc\ub85c \ud3c9\uac00\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n \ud55c\ubbf8\ubc18\ub3c4\uccb4\uc758 TC \ubcf8\ub354\ub294 \uc138\uacc4\uc801\uc73c\ub85c \ub3c5\ubcf4\uc801\uc778 \uae30\uc220\ub825\uc744 \uc790\ub791\ud569\ub2c8\ub2e4. \uc774\ub294 \uacbd\uc7c1\uc0ac\ub4e4\uc774 \uc9c4\uc785\ud558\uae30 \uc5b4\ub824\uc6b4 \ub192\uc740 \uc7a5\ubcbd\uc744 \ud615\uc131\ud558\uba70, \ud68c\uc0ac\uc758 \uacbd\uc7c1\ub825\uc744 \ub354\uc6b1 \uac15\ud654\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n HBM \uc7a5\ube44 \uc678\uc5d0\ub3c4 \ub2e4\uc591\ud55c \ubc18\ub3c4\uccb4 \uc81c\uc870 \uc7a5\ube44\ub97c \uc0dd\uc0b0\ud558\uc5ec \ud2b9\uc815 \uc2dc\uc7a5 \uc758\uc874\ub3c4\ub97c \uc904\uc774\uace0, \uc548\uc815\uc801\uc778 \uc218\uc775 \uad6c\uc870\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc740 \uae30\uc220 \ubcc0\ud654\uc640 \uc218\uc694 \ubcc0\ub3d9\uc5d0 \ub9e4\uc6b0 \ubbfc\uac10\ud569\ub2c8\ub2e4. AI \uc2dc\uc7a5\uc758 \uc131\uc7a5 \uc18d\ub3c4\uac00 \ub454\ud654\ub418\uac70\ub098 HBM \uc218\uc694\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ub0ae\uc544\uc9c8 \uacbd\uc6b0 \ud55c\ubbf8\ubc18\ub3c4\uccb4 \uc8fc\uac00\uc5d0 \uc601\ud5a5\uc744 \uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n \ud604\uc7ac \ud55c\ubbf8\ubc18\ub3c4\uccb4\uac00 \ub3c5\uc810\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc9c0\ub9cc, \uacbd\uc7c1\uc0ac\ub4e4\uc774 \ub4f1\uc7a5\ud560 \uac00\ub2a5\uc131\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2dc\uc7a5 \uc810\uc720\uc728 \uac10\uc18c\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n \uc2dc\uc7a5 \uc0c1\ud669\uc5d0 \ub530\ub77c \uc77c\ubd80 \uc99d\uad8c\uc0ac\ub4e4\uc774 \ubaa9\ud45c \uc8fc\uac00\ub97c \ud558\ud5a5 \uc870\uc815\ud560 \uc218 \uc788\uc73c\ub2c8, \ucd5c\uc2e0 \ubd84\uc11d \uc790\ub8cc\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \ud655\uc778\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n \ud55c\ubbf8\ubc18\ub3c4\uccb4\ub294 HBM \uc7a5\ube44\ub97c \ub3c5\uc810\uc801\uc73c\ub85c \uacf5\uae09\ud558\uba70, AI\uc640 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud130 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uacfc \ud568\uaed8 \ub192\uc740 \uc131\uc7a5 \uac00\ub2a5\uc131\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uae30\uc5c5\uc785\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \ud2b9\uc131\uc0c1 \ubcc0\ub3d9\uc131\uc774 \ud06c\uae30 \ub54c\ubb38\uc5d0 \ud22c\uc790 \uc2dc \uc2e0\uc911\ud55c \ud310\ub2e8\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n \uc774 \uae00\uc774 \ud55c\ubbf8\ubc18\ub3c4\uccb4\uc640 \uad00\ub828\ub41c \uc774\ud574\ub97c \ub3d5\uace0, \ud22c\uc790\uc5d0 \ucc38\uace0\uac00 \ub418\uae38 \ubc14\ub78d\ub2c8\ub2e4. \uc8fc\uc2dd \uc2dc\uc7a5\uc740 \ud56d\uc0c1 \ubcc0\ud654\ud558\ub2c8, \ucd5c\uc2e0 \uc815\ubcf4\ub97c \uafb8\uc900\ud788 \ud655\uc778\ud558\uba70 \ud604\uba85\ud55c \uacb0\uc815\uc744 \ub0b4\ub9ac\uc138\uc694!<\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n <\/p>\n\n\n\n \uc5c4\ub9c8\ucc2c\uc2a4\ub85c \ub9e4\uc77c \ub9d0\uc544\uba39\uae30\ub9cc \ud558\ub294 \uc815\uc6a9\uc9c4 \ud68c\uc7a5\uc758 \uc2e4\ud328\uc640 \ub3c4\uc804 \uadf8\ub9ac\uace0 \ubbf8\ub798<\/strong><\/a><\/p>\n\n\n\n \ub9ac\ub098 \ucf54\uc774\ucf00, \uc77c\ubcf8\uc758 \ub2e4\uc7ac\ub2e4\ub2a5\ud55c \ubc30\uc6b0\uc640 \ubaa8\ub378<\/strong><\/a><\/p>\n\n\n\n \uc8fc\uc8fc\uac00 \ub9d0\ud558\ub294 2025\ub144 \ud55c\ud654\uc624\uc158 \uc8fc\uac00 \uc804\ub9dd\uacfc \ubd84\uc11d<\/strong><\/a><\/p>\n\n\n\n<\/figure>\n\n\n\n
1. HBM \uc7a5\ube44 \ub3c5\uc810 \uacf5\uae09<\/strong><\/h4>\n\n\n\n
2. \uae30\uc220 \uac1c\ubc1c\ub85c \uc2e0\ub8b0 \uad6c\ucd95<\/strong><\/h4>\n\n\n\n
\n\n\n\n2025\ub144 \ud55c\ubbf8\ubc18\ub3c4\uccb4 \uc8fc\uac00 \uc5b4\ub5bb\uac8c \ub420\uae4c\uc694?<\/h3>\n\n\n\n
<\/figure>\n\n\n\n
1. \uc804\ubb38\uac00\ub4e4\uc758 \uc608\uc0c1<\/strong><\/h4>\n\n\n\n
2. \uc8fc\uac00 \uc0c1\uc2b9\uc758 \uc8fc\uc694 \uc774\uc720<\/strong><\/h4>\n\n\n\n
\n
\n\n\n\n\ud55c\ubbf8\ubc18\ub3c4\uccb4 \uc8fc\uac00 \uac15\uc810<\/h3>\n\n\n\n
<\/figure>\n\n\n\n
1. HBM \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc5d0 \ub530\ub978 \uc774\uc775<\/strong><\/h4>\n\n\n\n
2. \uacbd\uc7c1\ub825 \uc788\ub294 \uae30\uc220\ub825<\/strong><\/h4>\n\n\n\n
3. \ub2e4\uc591\ud55c \uc81c\ud488 \ud3ec\ud2b8\ud3f4\ub9ac\uc624<\/strong><\/h4>\n\n\n\n
\n\n\n\n\ud22c\uc790 \uc2dc \uc8fc\uc758\ud560 \uc810<\/h3>\n\n\n\n
<\/figure>\n\n\n\n
1. \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \ubcc0\ub3d9\uc131<\/strong><\/h4>\n\n\n\n
2. \uacbd\uc7c1\uc0ac\uc758 \ub4f1\uc7a5 \uac00\ub2a5\uc131<\/strong><\/h4>\n\n\n\n
3. \ubaa9\ud45c \uc8fc\uac00 \ubcc0\ub3d9<\/strong><\/h4>\n\n\n\n
\n\n\n\n\uacb0\ub860<\/h3>\n\n\n\n