en
Feedback
[๋ฉ”๋ฆฌ์ธ  Tech ๊น€์„ ์šฐ, ์–‘์Šน์ˆ˜, ๊น€๋™๊ด€]

[๋ฉ”๋ฆฌ์ธ  Tech ๊น€์„ ์šฐ, ์–‘์Šน์ˆ˜, ๊น€๋™๊ด€]

Open in Telegram

๋ฉ”๋ฆฌ์ธ  Tech ์„นํ„ฐ ์• ๋„๋ฆฌ์ŠคํŠธ ๊น€์„ ์šฐ, ์–‘์Šน์ˆ˜, ๊น€๋™๊ด€์ž…๋‹ˆ๋‹ค. ์•„๋ž˜์™€ ๊ฐ™์€ ๋‚ด์šฉ์ด ๋ณธ ๋ฐฉ์—์„œ ๊ณต์œ ๋ฉ๋‹ˆ๋‹ค. ์–ธ์ œ๋“  ์งˆ๋ฌธ ์žˆ์œผ์‹œ๋ฉด ๋”ฐ๋กœ ์—ฐ๋ฝ ์ฃผ์‹ญ์‹œ์˜ค. 1) ๋งค์ผ ์•„์นจ 7์‹œ๋ฐ˜ - ๊ฐ„๋ฐค์˜ ๋‰ด์Šค๋ฅผ ์ •๋ฆฌํ•œ Overnight Tech News 2) ์ˆ˜์‹œ - ๋ณด๊ณ ์„œ ๋ฐœ๊ฐ„ ์งํ›„ Summary ๋‚ด์šฉ 3) ์ˆ˜์‹œ - ์ฃผ์š” Dart ๊ณต์‹œ ์‚ฌํ•ญ 4) ์ˆ˜์‹œ - ์ผ๊ฐ„ ์˜ฌ๋ผ์˜ค๋Š” ์ฃผ๋ชฉํ•  ๋‰ด์Šค ๊ฐ์‚ฌํ•ฉ๋‹ˆ๋‹ค.

Show more

๐Ÿ“ˆ Analytical overview of Telegram channel [๋ฉ”๋ฆฌ์ธ  Tech ๊น€์„ ์šฐ, ์–‘์Šน์ˆ˜, ๊น€๋™๊ด€]

Channel [๋ฉ”๋ฆฌ์ธ  Tech ๊น€์„ ์šฐ, ์–‘์Šน์ˆ˜, ๊น€๋™๊ด€] (@meritz_tech) in the Korean language segment is an active participant. Currently, the community unites 20 211 subscribers, ranking 6 643 in the Technologies & Applications category and 207 in the Korea region.

๐Ÿ“Š Audience metrics and dynamics

Since its creation on ะฝะตะฒั–ะดะพะผะพ, the project has demonstrated rapid growth, gathering an audience of 20 211 subscribers.

According to the latest data from 30 June, 2026, the channel demonstrates stable activity. Although there has been a change in the number of participants by 1 752 over the last 30 days and by 190 over the last 24 hours, overall reach remains high.

  • Verification status: Not verified
  • Engagement rate (ER): The average audience engagement rate is 31.42%. Within the first 24 hours after publication, content typically collects 24.68% reactions from the total number of subscribers.
  • Post reach: On average, each post receives 6 321 views. Within the first day, a publication typically gains 4 966 views.
  • Reactions and interaction: The audience actively supports content: the average number of reactions per post is 0.

๐Ÿ“ Description and content policy

The author describes the resource as a platform for expressing subjective opinions:
โ€œ๋ฉ”๋ฆฌ์ธ  Tech ์„นํ„ฐ ์• ๋„๋ฆฌ์ŠคํŠธ ๊น€์„ ์šฐ, ์–‘์Šน์ˆ˜, ๊น€๋™๊ด€์ž…๋‹ˆ๋‹ค. ์•„๋ž˜์™€ ๊ฐ™์€ ๋‚ด์šฉ์ด ๋ณธ ๋ฐฉ์—์„œ ๊ณต์œ ๋ฉ๋‹ˆ๋‹ค. ์–ธ์ œ๋“  ์งˆ๋ฌธ ์žˆ์œผ์‹œ๋ฉด ๋”ฐ๋กœ ์—ฐ๋ฝ ์ฃผ์‹ญ์‹œ์˜ค. 1) ๋งค์ผ ์•„์นจ 7์‹œ๋ฐ˜ - ๊ฐ„๋ฐค์˜ ๋‰ด์Šค๋ฅผ ์ •๋ฆฌํ•œ Overnight Tech News 2) ์ˆ˜์‹œ - ๋ณด๊ณ ์„œ ๋ฐœ๊ฐ„ ์งํ›„ Summary ๋‚ด์šฉ 3) ์ˆ˜์‹œ - ์ฃผ์š” Dart ๊ณต์‹œ ์‚ฌํ•ญ 4) ์ˆ˜์‹œ - ์ผ๊ฐ„ ์˜ฌ๋ผ์˜ค๋Š” ์ฃผ๋ชฉํ•  ๋‰ด์Šค ๊ฐ์‚ฌํ•ฉ๋‹ˆ๋‹ค.โ€

Thanks to the high frequency of updates (latest data received on 01 July, 2026), the channel maintains relevance and a high level of publication reach. Analytics show that the audience actively interacts with content, making it an important point of influence in the Technologies & Applications category.

20 211
Subscribers
+19024 hours
+5127 days
+1 75230 days
Attracting Subscribers
July '26
July '26
+66
in 16 channels
June '26
+1 752
in 143 channels
Get PRO
May '26
+1 536
in 142 channels
Get PRO
April '26
+1 231
in 126 channels
Get PRO
March '26
+489
in 119 channels
Get PRO
February '26
+499
in 86 channels
Get PRO
January '26
+560
in 102 channels
Get PRO
December '25
+960
in 130 channels
Get PRO
November '25
+956
in 140 channels
Get PRO
October '25
+374
in 87 channels
Get PRO
September '25
+478
in 102 channels
Get PRO
August '25
+163
in 53 channels
Get PRO
July '25
+239
in 59 channels
Get PRO
June '25
+190
in 47 channels
Get PRO
May '25
+81
in 43 channels
Get PRO
April '25
+109
in 52 channels
Get PRO
March '25
+348
in 102 channels
Get PRO
February '25
+147
in 53 channels
Get PRO
January '25
+244
in 64 channels
Get PRO
December '24
+168
in 49 channels
Get PRO
November '24
+121
in 48 channels
Get PRO
October '24
+318
in 83 channels
Get PRO
September '24
+202
in 49 channels
Get PRO
August '24
+166
in 46 channels
Get PRO
July '24
+347
in 63 channels
Get PRO
June '24
+294
in 66 channels
Get PRO
May '24
+207
in 63 channels
Get PRO
April '24
+217
in 71 channels
Get PRO
March '24
+235
in 50 channels
Get PRO
February '24
+153
in 27 channels
Get PRO
January '24
+241
in 62 channels
Get PRO
December '23
+108
in 21 channels
Get PRO
November '23
+139
in 51 channels
Get PRO
October '23
+99
in 23 channels
Get PRO
September '23
+115
in 0 channels
Get PRO
August '23
+31
in 0 channels
Get PRO
July '23
+36
in 0 channels
Get PRO
June '23
+42
in 0 channels
Get PRO
May '23
+164
in 0 channels
Get PRO
April '23
+51
in 0 channels
Get PRO
March '23
+47
in 0 channels
Get PRO
February '23
+35
in 0 channels
Get PRO
January '23
+27
in 0 channels
Get PRO
December '22
+32
in 0 channels
Get PRO
November '22
+39
in 0 channels
Get PRO
October '22
+83
in 0 channels
Get PRO
September '22
+42
in 0 channels
Get PRO
August '22
+31
in 0 channels
Get PRO
July '22
+40
in 0 channels
Get PRO
June '22
+25
in 0 channels
Get PRO
May '22
+24
in 0 channels
Get PRO
April '22
+53
in 0 channels
Get PRO
March '22
+46
in 0 channels
Get PRO
February '22
+38
in 0 channels
Get PRO
January '22
+54
in 0 channels
Get PRO
December '21
+65
in 0 channels
Get PRO
November '21
+87
in 0 channels
Get PRO
October '21
+59
in 0 channels
Get PRO
September '21
+108
in 0 channels
Get PRO
August '21
+94
in 0 channels
Get PRO
July '21
+113
in 0 channels
Get PRO
June '21
+103
in 0 channels
Get PRO
May '21
+77
in 0 channels
Get PRO
April '21
+123
in 0 channels
Get PRO
March '21
+192
in 0 channels
Get PRO
February '21
+210
in 0 channels
Get PRO
January '21
+540
in 0 channels
Get PRO
December '20
+8 118
in 0 channels
Date
Subscriber Growth
Mentions
Channels
01 July+66
Channel Posts
2
[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/IT๋ถ€ํ’ˆ ์–‘์Šน์ˆ˜] โ–ถ 2026๋…„ 6์›” ์ „๊ธฐ์ „์ž ์ˆ˜์ถœ์ž…ํ†ต๊ณ„ ์ž ์ •์น˜ ๋ฐœํ‘œ (~6.30) 1) ์Šค๋งˆํŠธํฐ - ์ˆ˜์ถœ ๊ธˆ์•ก: 4์–ต 8,487.8๋งŒ ๋‹ฌ๋Ÿฌ (+112.7% YoY, -2.2% MoM) - ์ˆ˜์ถœ ๋‹จ๊ฐ€: 2,160.0๋‹ฌ๋Ÿฌ/kg (+25.3% YoY, +0.7% MoM) 2) ์นด๋ฉ”๋ผ๋ชจ๋“ˆ - ์ˆ˜์ถœ ๊ธˆ์•ก: 6์–ต 954.6๋งŒ ๋‹ฌ๋Ÿฌ (+55.5% YoY, +5.4% MoM) - ์ˆ˜์ถœ ๋‹จ๊ฐ€: 2,959.0๋‹ฌ๋Ÿฌ/kg (+20.7% YoY, -14.3% MoM) 3) MLCC - ์ˆ˜์ถœ ๊ธˆ์•ก: 1์–ต 5,061.0๋งŒ ๋‹ฌ๋Ÿฌ (+30.6% YoY, +16.3% MoM) - ์ˆ˜์ถœ ๋‹จ๊ฐ€: 205.8๋‹ฌ๋Ÿฌ/kg (-6.5% YoY, -4.1% MoM) 4) PIํ•„๋ฆ„ - ์ˆ˜์ถœ ๊ธˆ์•ก: 307.4๋งŒ ๋‹ฌ๋Ÿฌ (+22.5% YoY, +118.2% MoM) - ์ˆ˜์ถœ ๋‹จ๊ฐ€: 40.1๋‹ฌ๋Ÿฌ/kg (-3.4% YoY, +55.9% MoM) 5) ๋ฆฌ๋“œํ”„๋ ˆ์ž„ - ์ˆ˜์ถœ ๊ธˆ์•ก: 4,819.4๋งŒ ๋‹ฌ๋Ÿฌ (+56.6% YoY, +33.3% MoM) - ์ˆ˜์ถœ ๋‹จ๊ฐ€: 141.1๋‹ฌ๋Ÿฌ/kg (+66.5% YoY, +44.6% MoM) 6) PCB - ์ˆ˜์ถœ ๊ธˆ์•ก: 2์–ต 9,254.6๋งŒ ๋‹ฌ๋Ÿฌ (+25.4% YoY, +13.9% MoM) - ์ˆ˜์ถœ ๋‹จ๊ฐ€: 263.3๋‹ฌ๋Ÿฌ/kg (+20.8% YoY, +10.6% MoM) 7) FPCB - ์ˆ˜์ถœ ๊ธˆ์•ก: 1์–ต 6,655.4๋งŒ ๋‹ฌ๋Ÿฌ (+2.0% YoY, +5.0% MoM) - ์ˆ˜์ถœ ๋‹จ๊ฐ€: 564.1๋‹ฌ๋Ÿฌ/kg (-1.5% YoY, -3.1% MoM) 8) ์†”๋”๋ณผ - ์ˆ˜์ถœ ๊ธˆ์•ก: 1,109.6๋งŒ ๋‹ฌ๋Ÿฌ (+149.6% YoY, +21.1% MoM) - ์ˆ˜์ถœ ๋‹จ๊ฐ€: 181.9๋‹ฌ๋Ÿฌ/kg (+61.4% YoY, +4.2% MoM) 9) ์—‘์ถ”์—์ดํ„ฐ - ์ˆ˜์ถœ ๊ธˆ์•ก: 3,290.4๋งŒ ๋‹ฌ๋Ÿฌ (+5.4% YoY, +20.6% MoM) - ์ˆ˜์ถœ ๋‹จ๊ฐ€: 21.9๋‹ฌ๋Ÿฌ/kg (-4.6% YoY, +26.6% MoM) (์ž๋ฃŒ: TRASS) *๋™ ์ž๋ฃŒ๋Š” Compliance ๊ทœ์ •์„ ์ค€์ˆ˜ํ•˜์—ฌ ์‚ฌ์ „ ๊ณตํ‘œ๋œ ์ž๋ฃŒ์ด๋ฉฐ, ๊ณ ๊ฐ์˜ ์ฆ๊ถŒํˆฌ์ž๊ฒฐ๊ณผ์— ๋Œ€ํ•œ ๋ฒ•์  ์ฑ…์ž„์†Œ์žฌ์˜ ์ฆ๋น™์ž๋ฃŒ๋กœ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
2 488
3
CCL ์—ญ๋Œ€ ์ตœ๊ณ  ๊ธˆ์•ก ๋‹ฌ์„ฑํ–ˆ์Šต๋‹ˆ๋‹ค
2 955
4
+4
No text...
6 350
5
[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ๋ฐ˜๋„์ฒด/๋””์Šคํ”Œ๋ ˆ์ด ๊น€์„ ์šฐ] โ–ถ 2026๋…„ 6์›” ๋ฐ˜๋„์ฒด ์ˆ˜์ถœ์ž…ํ†ต๊ณ„ ์ž ์ •์น˜ ๋ฐœํ‘œ (~6.30) 1) ๋ฉ”๋ชจ๋ฆฌ - ์ˆ˜์ถœ ๊ธˆ์•ก: 290์–ต 3,879๋งŒ ๋‹ฌ๋Ÿฌ (+252.8% YoY, +16.4% MoM) - ์ˆ˜์ถœ ๋‹จ๊ฐ€: 79,803๋‹ฌ๋Ÿฌ/kg (+267.5% YoY, +4.6% MoM) 2) DRAM - ์ˆ˜์ถœ ๊ธˆ์•ก: 111์–ต 7,562๋งŒ ๋‹ฌ๋Ÿฌ (+387.7% YoY, -2.2% MoM) - ์ˆ˜์ถœ ๋‹จ๊ฐ€: 74,687๋‹ฌ๋Ÿฌ/kg (+514.2% YoY, -3.7% MoM) 3) Flash ๋ฉ”๋ชจ๋ฆฌ - ์ˆ˜์ถœ ๊ธˆ์•ก: 24์–ต 8,616๋งŒ ๋‹ฌ๋Ÿฌ (+300.5% YoY, +44.4% MoM) - ์ˆ˜์ถœ ๋‹จ๊ฐ€: 62,115๋‹ฌ๋Ÿฌ/kg (+451.1% YoY, +9.5% MoM) 4) MCP - ์ˆ˜์ถœ ๊ธˆ์•ก: 126์–ต 8,111๋งŒ ๋‹ฌ๋Ÿฌ (+170.5% YoY, +31.8% MoM) - ์ˆ˜์ถœ ๋‹จ๊ฐ€: 94,132๋‹ฌ๋Ÿฌ/kg (+114.7% YoY, +12.4% MoM) 5) DRAM ๋ชจ๋“ˆ - ์ˆ˜์ถœ ๊ธˆ์•ก: 106์–ต 7,049๋งŒ ๋‹ฌ๋Ÿฌ (+382.4% YoY, +48.5% MoM) - ์ˆ˜์ถœ ๋‹จ๊ฐ€: 49,356๋‹ฌ๋Ÿฌ/kg (+490.8% YoY, +8.3% MoM) (์ž๋ฃŒ: TRASS) *๋™ ์ž๋ฃŒ๋Š” Compliance ๊ทœ์ •์„ ์ค€์ˆ˜ํ•˜์—ฌ ์‚ฌ์ „ ๊ณตํ‘œ๋œ ์ž๋ฃŒ์ด๋ฉฐ, ๊ณ ๊ฐ์˜ ์ฆ๊ถŒํˆฌ์ž๊ฒฐ๊ณผ์— ๋Œ€ํ•œ ๋ฒ•์  ์ฑ…์ž„์†Œ์žฌ์˜ ์ฆ๋น™์ž๋ฃŒ๋กœ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
10 007
6
No text...
3 669
7
+1
No text...
2 321
8
[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/IT๋ถ€ํ’ˆ ์–‘์Šน์ˆ˜] โ–ถ '26๋…„ 6์›” CCL ์ˆ˜์ถœ๊ธˆ์•ก ์ž ์ •์น˜ ๋ฐœํ‘œ - 6์›” ์ˆ˜์ถœ๊ธˆ์•ก: 8,623.5๋งŒ๋‹ฌ๋Ÿฌ(+15.6% MoM, +57.2% YoY) - ์ค‘๋Ÿ‰ ๊ธฐ์ค€ ์ˆ˜์ถœ๋‹จ๊ฐ€: 93.7๋‹ฌ๋Ÿฌ/kg(+0.7% MoM, +12.4% YoY) - ์ˆ˜์ถœ๊ธˆ์•ก, ์ˆ˜์ถœ๋‹จ๊ฐ€ ๋™๋ฐ˜ ์—ญ๋Œ€ ์ตœ๊ณ  ์ˆ˜์ค€ ๊ฒฝ์‹  - 2Q26 ์ˆ˜์ถœ๊ธˆ์•ก: 2์–ต 2,857.9๋งŒ๋‹ฌ๋Ÿฌ(+31.0% YoY) * 2026๋…„ CCL ์ˆ˜์ถœ๊ธˆ์•ก ์ถ”์ด - '26๋…„ 5์›” 7,462.5๋งŒ๋‹ฌ๋Ÿฌ(+10.2% MoM, 13.6% YoY) - '26๋…„ 4์›” 6,771.9๋งŒ๋‹ฌ๋Ÿฌ(+3.8% MoM, +22.2% YoY) - '26๋…„ 3์›” 6,526.7๋งŒ๋‹ฌ๋Ÿฌ(+3.3% MoM, +28.8% YoY) - '26๋…„ 2์›” 6,316.0๋งŒ๋‹ฌ๋Ÿฌ(-11.0% MoM, +59.0% YoY) - '26๋…„ 1์›” 7,092.8๋งŒ๋‹ฌ๋Ÿฌ(+18.5% MoM, +73.3% YoY) (์ถœ์ฒ˜: TRASS) *๋ณธ ๋‚ด์šฉ์€ ๋‹น์‚ฌ์˜ ์ฝ”๋ฉ˜ํŠธ ์—†์ด ๊ตญ๋‚ด์™ธ ์–ธ๋ก ์‚ฌ ๋‰ด์Šค ๋ฐ ์ „์ž๊ณต์‹œ์ž๋ฃŒ ๋“ฑ์„ ์ธ์šฉํ•œ ๊ฒƒ์œผ๋กœ ๋ณ„๋„์˜ ์Šน์ธ ์ ˆ์ฐจ ์—†์ด ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค.
3 851
9
[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/IT๋ถ€ํ’ˆ ์–‘์Šน์ˆ˜] โ–ถ ๅœ‹ๅทจ่ขซๅ‹•ๅ…ƒไปถๆผฒๅƒน ๅˆไธ€ๆณข ๆŽจๅ‡็‡Ÿๆ”ถใ€็ฒๅˆฉ - Yageo๋Š” 7์›” 1์ผ๋ถ€ํ„ฐ MLCC, ์•Œ๋ฃจ๋ฏธ๋Š„ ์ „ํ•ด์ฝ˜๋ด์„œ, ํƒ„ํƒˆ ์ฝ˜๋ด์„œ, ๊ณ ๋ถ„์ž ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฝ˜๋ด์„œ, ํ•„๋ฆ„ ์ฝ˜๋ด์„œ, ์Šˆํผ์ปคํŒจ์‹œํ„ฐ ๋“ฑ ์ „ ์บํŒจ์‹œํ„ฐ ์†”๋ฃจ์…˜ ์ œํ’ˆ๊ตฐ ๊ฐ€๊ฒฉ ์ธ์ƒ์„ ๊ณ ๊ฐ์‚ฌ์— ํ†ต๋ณด - ์ด๋ฒˆ ๊ฐ€๊ฒฉ ์ธ์ƒ์€ Yageo์˜ ์ตœ๊ทผ ๊ฐ€๊ฒฉ ์กฐ์ • ์ค‘ ๊ฐ€์žฅ ๋ฒ”์œ„๊ฐ€ ๋„“์€ ์ˆ˜์ค€์œผ๋กœ, ์บํŒจ์‹œํ„ฐ ์ œํ’ˆ์ด ๋งค์ถœ์˜ ์•ฝ 50%๋ฅผ ์ฐจ์ง€ํ•˜๋Š” ๋งŒํผ ๋งค์ถœ๊ณผ ์ด์ต ๊ฐœ์„ ์— ๊ธฐ์—ฌํ•  ์ „๋ง - ๊ฐ€๊ฒฉ ์ธ์ƒ ๋ฐฐ๊ฒฝ์€ ์ง€์ •ํ•™์  ๋ฆฌ์Šคํฌ ํ™•๋Œ€, ๋†’์€ ์—๋„ˆ์ง€ ๊ฐ€๊ฒฉ, ๊ธˆ์†ยท์„์œ ํ™”ํ•™ ๋“ฑ ํ•ต์‹ฌ ์›์žฌ๋ฃŒ ๊ฐ€๊ฒฉ ๊ณ ๊ณตํ–‰์ง„์— ๋”ฐ๋ฅธ ์ œ์กฐ ์›๊ฐ€ ๋ถ€๋‹ด - ๊ณผ๊ฑฐ ๋น„์šฉ์„ ์ž์ฒด ํก์ˆ˜ํ•˜๊ณ  ๊ณต์ • ์ตœ์ ํ™”, ํšจ์œจ ๊ฐœ์„ , ๊ณต๊ธ‰๋ง ํ†ตํ•ฉ์œผ๋กœ ์˜ํ–ฅ์„ ์ค„์—ฌ์™”์œผ๋‚˜, ์ค‘๋™ ๊ธด์žฅ ์ง€์†๊ณผ ๊ตญ์ œ ์šด์ž„ ๋ณ€๋™์œผ๋กœ ๊ณต๊ธ‰๋ง ๋ถˆํ™•์‹ค์„ฑ์ด ํ™•๋Œ€๋˜๋ฉฐ ๊ฐ€๊ฒฉ ์กฐ์ •์— ๋‚˜์„  ๊ฒƒ์œผ๋กœ ํŒŒ์•… - MLCC๋Š” AI ์„œ๋ฒ„, ์Šค๋งˆํŠธํฐ, PC, ์ „์žฅ, ์‚ฐ์—…์žฅ๋น„์— ์ฃผ๋กœ ์‚ฌ์šฉ๋˜๋ฉฐ, ํƒ„ํƒˆ ์ฝ˜๋ด์„œ๋Š” ๋†’์€ ์‹ ๋ขฐ์„ฑ๊ณผ ์•ˆ์ •์„ฑ์„ ๋ฐ”ํƒ•์œผ๋กœ ์„œ๋ฒ„, ๊ธฐ์ง€๊ตญ, ํ•ญ๊ณต์šฐ์ฃผ ์žฅ๋น„์— ์ ์šฉ - ์•Œ๋ฃจ๋ฏธ๋Š„ ์ „ํ•ด์ฝ˜๋ด์„œ์™€ ๊ณ ๋ถ„์ž ์•Œ๋ฃจ๋ฏธ๋Š„ ์ฝ˜๋ด์„œ๋Š” ์ „์›๊ณต๊ธ‰์žฅ์น˜, AI ์„œ๋ฒ„, ์ „๊ธฐ์ฐจ ๋“ฑ ๊ณ ์ถœ๋ ฅ ์žฅ๋น„์— ์‚ฌ์šฉ๋˜๋ฉฐ, ํ•„๋ฆ„ ์ฝ˜๋ด์„œ๋Š” ์‹ ์žฌ์ƒ์—๋„ˆ์ง€, ์‚ฐ์—…์ œ์–ด, ์ „์žฅ ์‹œ์žฅ ์ค‘์‹ฌ์œผ๋กœ ์ ์šฉ - ํšŒ์‚ฌ๋Š” AI ์‚ฐ์—…์ด ์•„์ง ์ดˆ๊ธฐ ๊ตญ๋ฉด์— ์žˆ์œผ๋ฉฐ, AI ์„œ๋ฒ„์™€ HPC ์ˆ˜์š” ๊ฐ•์„ธ๋กœ ํ•˜๋ฐ˜๊ธฐ ํšŒ์‚ฌ๊ฐ€ ๋งค์šฐ ๋ฐ”๋น ์งˆ ๊ฒƒ์ด๋ผ๊ณ  ์–ธ๊ธ‰ - ์ˆ˜๋™์†Œ์ž, ๋Šฅ๋™์†Œ์ž, ๋ฐ˜๋„์ฒด ํ†ตํ•ฉ์„ ์ถ”์ง„ํ•˜๋ฉฐ ์ „์žฅ๊ณผ ๊ณ ๊ธ‰ ์‹œ์žฅ ์ง„์ถœ์„ ํ™•๋Œ€ ์ค‘์ด๊ณ , ๊ด€๋ จ ์‹œ๋„ˆ์ง€๋„ ๋‚˜ํƒ€๋‚˜๊ธฐ ์‹œ์ž‘ํ–ˆ๋‹ค๊ณ  ์„ค๋ช… - AI ์„œ๋ฒ„, HPC, ์ „๊ธฐ์ฐจ ์ˆ˜์š” ํ™•๋Œ€๋กœ ๊ณ ๊ธ‰ ์ˆ˜๋™์†Œ์ž์˜ ํƒ‘์žฌ๋Ÿ‰๊ณผ ์ŠคํŽ™์ด ๋™๋ฐ˜ ์ƒ์Šน ์ค‘์ด๋ฉฐ, ๊ณ ์šฉ๋Ÿ‰ยท๊ณ ์ „์••ยท๊ณ ์‹ ๋ขฐ์„ฑ ์ œํ’ˆ ์ˆ˜์š” ํ™•๋Œ€๊ฐ€ ์ „์ฒด ์บํŒŒ ์†Œ๋ชจ๋ฅผ ์ถ”๊ฐ€๋กœ ๊ฒฌ์ธ https://buly.kr/2JqVSlp (็ถ“ๆฟŸๆ—ฅๅ ฑ) *๋ณธ ๋‚ด์šฉ์€ ๋‹น์‚ฌ์˜ ์ฝ”๋ฉ˜ํŠธ ์—†์ด ๊ตญ๋‚ด์™ธ ์–ธ๋ก ์‚ฌ ๋‰ด์Šค ๋ฐ ์ „์ž๊ณต์‹œ์ž๋ฃŒ ๋“ฑ์„ ์ธ์šฉํ•œ ๊ฒƒ์œผ๋กœ ๋ณ„๋„์˜ ์Šน์ธ ์ ˆ์ฐจ ์—†์ด ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค.
6 380
10
[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/IT๋ถ€ํ’ˆ ์–‘์Šน์ˆ˜] ์‚ผ์„ฑ์ „๊ธฐ(009150): ์ƒˆ๋กœ์šด MLCC ์—ญ์‚ฌ์˜ ์‹œ์ž‘ โ–ถ AI๊ฐ€ ๋ฐ”๊พธ๋Š” MLCC ์ฒด์งˆ, ๋ฉ”๋ชจ๋ฆฌ ์‚ฌ์ดํด์„ ๋‹ฎ์•„๊ฐ„๋‹ค - ์‚ผ์„ฑ์ „๊ธฐ๋Š” 6์›” 30์ผ ์•ฝ 4,500์–ต์› ๊ทœ๋ชจ์˜ MLCC ๋‹จ์ผ ํŒ๋งคยท๊ณต๊ธ‰๊ณ„์•ฝ์„ ๊ณต์‹œ - ํ•ด๋‹น ๊ณ„์•ฝ์€ ๋ฏธ๊ตญ CSP ๋‹จ์ผ ๊ณ ๊ฐํ–ฅ์œผ๋กœ, โ€˜27๋…„ 1๋…„๊ฐ„ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ์šฉ ์ดˆ์†Œํ˜•ยท๊ณ ์šฉ๋Ÿ‰ MLCC๋ฅผ ๊ณต๊ธ‰ํ•˜๋Š” ๋‚ด์šฉ์œผ๋กœ ํŒŒ์•… - ๋‹น์‚ฌ๋Š” ์ด๋ฒˆ ๊ณ„์•ฝ์ด ์„ธ ๊ฐ€์ง€ ์ธก๋ฉด์—์„œ ์ค‘์š”ํ•œ ์‹œ์‚ฌ์ ์„ ๊ฐ€์ง„๋‹ค๊ณ  ํŒ๋‹จ โ–ถ AI์„œ๋ฒ„ํ–ฅ ์ดˆ์†Œํ˜•ยท๊ณ ์šฉ๋Ÿ‰ MLCC, ์‡ผํ‹ฐ์ง€์— ๋Œ€๋น„ํ•œ ๋ฌผ๋Ÿ‰ ์„ ์  ๊ฒฝ์Ÿ ๋ณธ๊ฒฉํ™” - AI ์„œ๋ฒ„ํ–ฅ ์ดˆ์†Œํ˜•ยท๊ณ ์šฉ๋Ÿ‰ MLCC ์‡ผํ‹ฐ์ง€์— ๋Œ€ํ•œ ๋ฐธ๋ฅ˜์ฒด์ธ ์ „๋ฐ˜์˜ ๊ณต๊ฐ๋Œ€๊ฐ€ ํฌ๊ฒŒ ํ™•๋Œ€ - ์ด๋Š” AIํ–ฅ ์ˆ˜์š”๊ฐ€ ๋น ๋ฅด๊ฒŒ ํ™•๋Œ€๋˜๊ณ  ์žˆ์Œ์—๋„ ์ด๋ฅผ ์•ˆ์ •์ ์œผ๋กœ ๊ณต๊ธ‰ํ•  ์ˆ˜ ์žˆ๋Š” ์—…์ฒด๊ฐ€ ์—ฌ์ „ํžˆ ์ œํ•œ์ ์ด๊ธฐ ๋•Œ๋ฌธ - ํŠนํžˆ ์ดˆ์†Œํ˜•ยท๊ณ ์šฉ๋Ÿ‰ MLCC๋Š” ์ ์ธต ์ˆ˜ ํ™•๋Œ€์™€ ๊ณ ์‹ ๋ขฐ์„ฑ ํ™•๋ณด๋ฅผ ์œ„ํ•ด Side-Gap์„ ์ถ•์†Œํ•˜๋Š” ํŠน์ˆ˜๊ณต๋ฒ•์ด ์š”๊ตฌ - ํ•ด๋‹น ๊ณต๋ฒ•์€ ํ˜„์žฌ ์‚ผ์„ฑ์ „๊ธฐ์™€ Murata๋งŒ์ด MLCC ์ œ์กฐ์— ์ ์šฉ ์ค‘์ธ ๊ฒƒ์œผ๋กœ ํŒŒ์•…๋˜๋ฉฐ, ๋†’์€ ๊ธฐ์ˆ ์  ๋‚œ์ด๋„๋กœ ์ธํ•ด ํ›„๋ฐœ ์—…์ฒด๋“ค์˜ ์ง„์ž…์€ ์ œํ•œ์ ์ผ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ - ์ฆ‰ ์ด๋ฒˆ ๋™์‚ฌ์˜ ์ˆ˜์ฃผ๋Š” AI ์„œ๋ฒ„ํ–ฅ ์ดˆ์†Œํ˜•ยท๊ณ ์šฉ๋Ÿ‰ MLCC์˜ ๊ตฌ์กฐ์  ์‡ผํ‹ฐ์ง€ ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์•„์ง€๋Š” ๊ฐ€์šด๋ฐ, ๊ณ ๊ฐ์‚ฌ ๊ฐ„ ๋ฌผ๋Ÿ‰ ์„ ์  ๊ฒฝ์Ÿ์ด ๋ณธ๊ฒฉํ™”๋˜๊ณ  ์žˆ์Œ์„ ์‹œ์‚ฌ - ์ด๋Š” ํ–ฅํ›„ AIํ–ฅ MLCC ๊ฐ€๊ฒฉ์˜ ํ•˜๋ฐฉ์„ ์ œํ•œํ•˜๊ณ  ์ƒ๋ฐฉ์„ ์—ฌ๋Š” ์š”์ธ์œผ๋กœ ์ž‘์šฉํ•  ์ „๋ง โ–ถ ์˜ˆ์ƒ๋ณด๋‹ค ๊ฐ€ํŒŒ๋ฅธ AI ๋งค์ถœ ๋น„์ค‘ ํ™•๋Œ€ - ๊ธฐ์กด ๋™์‚ฌ MLCC ๋งค์ถœ์—์„œ ๋‹จ์ผ ๊ณ ๊ฐ์‚ฌ๊ฐ€ ์ฐจ์ง€ํ•˜๋Š” ๋น„์ค‘์€ 10% ๋ฏธ๋งŒ์œผ๋กœ ์ถ”์ •๋˜๋‚˜, ์ด๋ฒˆ ๊ณ„์•ฝ ๊ทœ๋ชจ๋Š” ๋‹จ์ผ ๊ธฐ์ข…๋งŒ์œผ๋กœ ๊ธฐ์กด MLCC ๋งค์ถœ์˜ 10% ์ „ํ›„์— ํ•ด๋‹น - ์ด๋Š” AIํ–ฅ MLCC ์ˆ˜์š”๊ฐ€ ๊ธฐ์กด ITยท์ „์žฅ ์ค‘์‹ฌ์˜ ์ˆ˜์š” ๊ตฌ์กฐ์™€๋Š” ๋‹ค๋ฅธ ์†๋„์™€ ๊ฐ•๋„๋กœ ํ™•๋Œ€๋˜๊ณ  ์žˆ์Œ์„ ์˜๋ฏธ - ํ•ด๋‹น ๊ธฐ์ข…์€ ๋‹ค๋ฅธ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๊ณ ๊ฐ์‚ฌ๋“ค์˜ ์ž ์žฌ์ ์ธ ์ˆ˜์š”๋„ ๋†’์•„, ๋™์‚ฌ์˜ AIํ–ฅ MLCC ๋งค์ถœ ๋น„์ค‘์€ ์‹œ์žฅ ์˜ˆ์ƒ์„ ์ƒํšŒํ•˜๋Š” ์†๋„๋กœ ํ™•๋Œ€๋  ์ „๋ง - ๋‹น์‚ฌ๋Š” โ€˜28๋…„ ์„œ๋ฒ„ยทํŒŒ์›Œยท๋„คํŠธ์›Œํฌํ–ฅ MLCC ๋งค์ถœ์•ก์ด ITํ–ฅ์„ ์ƒํšŒํ•˜๊ณ , AI ์ค‘์‹ฌ ๋ฏน์Šค ๊ฐœ์„ ์œผ๋กœ ์˜ˆ์ƒ๋ณด๋‹ค ๊ฐ€ํŒŒ๋ฅธ MLCC ์‚ฌ์—…๋ถ€์˜ ์ˆ˜์ต์„ฑ ๊ฐœ์„ ์„ ์ „๋ง - ์ด๋Š” ๋‹จ์ˆœํ•œ ๊ณต๊ธ‰๋ง ์ง„์ž…์„ ๋„˜์–ด NV์‚ฌ ๋‚ด ์ „๋žต์  ์œ„์ƒ ๊ฐ•ํ™”๋กœ ์ด์–ด์ง„๋‹ค๋Š” ์ ์—์„œ ์œ ์˜๋ฏธ - NV์‚ฌ์˜ Pod ๊ตฌ์กฐ ๋‚ด LPX๋ž™ 10๊ฐœ ๊ธฐ์ค€, ๋ž™๋‹น LPU Tray 32๊ฐœยทTray๋‹น LPU 8๊ฐœ๊ฐ€ ์ ์šฉ๋˜๋ฉฐ ์ด 2,560๊ฐœ์˜ LPU์šฉ ABF๊ธฐํŒ ์ˆ˜์š”๊ฐ€ ๋ฐœ์ƒํ•˜๋ฉฐ Pod ๊ตฌ์กฐ ๋‚ด GPU์šฉ (NVL72 ๊ธฐ์ค€ 1,152๊ฐœ) ABF ๊ธฐํŒ ๋Œ€๋น„ ๋‘ ๋ฐฐ ์ด์ƒ ํ™•๋Œ€๋œ ์ˆ˜์ค€์ด๊ธฐ ๋•Œ๋ฌธ - ์ค‘์žฅ๊ธฐ์ ์œผ๋กœ๋Š” DPU, Spectrum-X ๊ธฐ๋ฐ˜ CPO ๋“ฑ์œผ๋กœ ๊ณต๊ธ‰ ๋ฒ”์œ„๊ฐ€ ํ™•์žฅ๋˜๋ฉฐ, NV์‚ฌ ๋‚ด ๋™์‚ฌ์˜ ์ „๋žต์  ์œ„์ƒ์€ ์ง€์†์ ์œผ๋กœ ๊ฐ•ํ™”๋  ์ „๋ง โ–ถ ์žฅ๊ธฐํ™”๋  MLCC ๊ฐ€๊ฒฉ ์ธ์ƒ ์‚ฌ์ดํด - AI์„œ๋ฒ„ํ–ฅ ์ดˆ์†Œํ˜•ยท๊ณ ์šฉ๋Ÿ‰ MLCC๋Š” ๋‚ฎ์€ ์ˆ˜์œจ๊ณผ ์ ์ธต ์ˆ˜ ์ฆ๊ฐ€๋กœ ์ธํ•ด Capa Loss๊ฐ€ ํฌ๊ฒŒ ๋ฐœ์ƒํ•˜๋Š” ์ œํ’ˆ - ๋™์‹œ์— ์„ ๋‘๊ถŒ ์—…์ฒด๋“ค์ด ๊ธฐ์กด ๋ผ์ธ์„ AIํ–ฅ ์ œํ’ˆ์œผ๋กœ ์ „ํ™˜ํ•˜๋ฉด์„œ IT์šฉ์„ ํฌํ•จํ•œ ๋ฒ”์šฉ MLCC์˜ ๊ณต๊ธ‰ ์—ฌ๋ ฅ์ด ํฌ๊ฒŒ ์ถ•์†Œ - ์ค‘์žฅ๊ธฐ์ ์œผ๋กœ AIํ–ฅ ์ˆ˜์š” ์ฆ๊ฐ€์™€ ์„ ๋‘๊ถŒ ์—…์ฒด๋“ค์˜ ๋ผ์ธ ์ „ํ™˜์ด ๋งž๋ฌผ๋ฆฌ๋ฉฐ ๋ฒ”์šฉ ์ œํ’ˆ์˜ ์ˆ˜๊ธ‰ ๋ถˆ๊ท ํ˜•์€ ์ง€์†๋  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ - ๋‹น์‚ฌ๋Š” ๋ฉ”๋ชจ๋ฆฌ ์—…ํ™ฉ๊ณผ ์œ ์‚ฌํ•˜๊ฒŒ AIํ–ฅ ์ˆ˜์š” ์ฆ๊ฐ€๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ํ•œ ์‹ค์งˆ ์ƒ์‚ฐ Capa ์ถ•์†Œ๋กœ, MLCC ์—…๊ณ„ ์ „๋ฐ˜์˜ ๊ฐ€๊ฒฉ ์ธ์ƒ ์‚ฌ์ดํด์ด ์žฅ๊ธฐํ™”๋  ๊ฒƒ์œผ๋กœ ์ „๋ง โ–ถ ํˆฌ์ž์˜๊ฒฌ Buy ์œ ์ง€, ์ ์ •์ฃผ๊ฐ€ 300๋งŒ์›์œผ๋กœ ์ƒํ–ฅ ์ œ์‹œ - ์ ์ •์ฃผ๊ฐ€๋ฅผ 300๋งŒ์›์œผ๋กœ ์žฌ์ฐจ ์ƒํ–ฅ - AIํ–ฅ ๋งค์ถœ ๋น„์ค‘ ํ™•๋Œ€๋ฅผ ๋ฐ˜์˜ํ•ด โ€˜27๋…„ MLCC ASP ์ƒ์Šน๋ฅ  ๊ฐ€์ •์„ 37.0%๊นŒ์ง€ ์ƒํ–ฅ ์กฐ์ •ํ–ˆ์œผ๋ฉฐ, ์ด์— ๋”ฐ๋ผ โ€˜27๋…„ ์˜์—…์ด์ต ์ถ”์ •์น˜๋ฅผ 6.8% ์ƒํ–ฅ ์กฐ์ •ํ•œ ์ ์„ ๋ฐ˜์˜ - ๋‹น์‚ฌ๋Š” ๋™์‚ฌ์˜ ๋†’์€ ๋ฐธ๋ฅ˜์—์ด์…˜์ด Si-CAP ์‚ฌ์—… ํ™•๋Œ€์™€ ABF ๊ธฐํŒ ๋Œ€๊ทœ๋ชจ ์ฆ์„ค์„ ํ†ตํ•ด ์ง€์†์ ์œผ๋กœ ์ •๋‹นํ™”๋  ์ˆ˜ ์žˆ๋‹ค๊ณ  ํŒ๋‹จ - ํŠนํžˆ Si-CAP์€ ๊ธฐ์กด ๊ณต์‹œ ์™ธ ์ถ”๊ฐ€ AI ๊ณ ๊ฐ์‚ฌ๋ฅผ ํ™•๋ณดํ•œ ๊ฒƒ์œผ๋กœ ํŒŒ์•… - ์—ฌ๊ธฐ์— MLCC๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ํ•œ ์ด์ต ์ถ”์ •์น˜์˜ ์ถ”๊ฐ€ ์ƒํ–ฅ ๊ฐ€๋Šฅ์„ฑ๋„ ์—ฌ์ „ํžˆ ์—ด๋ ค ์žˆ์–ด, ํ˜„ ์ฃผ๊ฐ€์—์„œ๋„ ์ถ”๊ฐ€์ ์ธ ์ฃผ๊ฐ€ ์ƒ์Šน ๊ฐ€๋Šฅ์„ฑ ์œ ํšจ https://buly.kr/2UlGQrl (๋งํฌ) *๋™ ์ž๋ฃŒ๋Š” Compliance ๊ทœ์ •์„ ์ค€์ˆ˜ํ•˜์—ฌ ์‚ฌ์ „ ๊ณตํ‘œ๋œ ์ž๋ฃŒ์ด๋ฉฐ, ๊ณ ๊ฐ์˜ ์ฆ๊ถŒํˆฌ์ž๊ฒฐ๊ณผ์— ๋Œ€ํ•œ ๋ฒ•์  ์ฑ…์ž„์†Œ์žฌ์˜ ์ฆ๋น™์ž๋ฃŒ๋กœ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
14 263
11
Meritz Overnight Tech 2026. 7. 1 (์ˆ˜) [๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ๋ฐ˜๋„์ฒด/๋””์Šคํ”Œ๋ ˆ์ด ๊น€์„ ์šฐ] โ˜… ๋ฉ”๋ชจ๋ฆฌ ์ŠคํŒŸ๊ฐ€๊ฒฉ DRAM(DDR4 8Gb: 1D +0.86%, 1W +0.86%, 1M +9.12%) (DDR5 16Gb: 1D +0.21%, 1W +0.72%, 1M +12.40%) NAND(MLC 64Gb: 1D 0.00%, 1W +3.14%, 1M +34.07%) โ˜… ๋ฐ˜๋„์ฒด/๋””์Šคํ”Œ๋ ˆ์ด ์ฃผ์š” ๋‰ด์Šค ํ”Œ๋กœ์šฐ ์—”๋น„๋””์•„-ํŒ”๋ž€ํ‹ฐ์–ด, ็พŽ ์ •๋ถ€์šฉ ๋ณด์•ˆ AI ๊ตฌ์ถ•โ€ฆ'๋„ค๋ชจํŠธ๋ก ' ์ ์šฉ (์ง€๋””๋„ท) https://buly.kr/4xZs8lX ๋งˆ์ดํฌ๋ก ยท์ธํ…”ยทAMD, ๋ฐ˜๋„์ฒด ๋ž ๋ฆฌ์— 2๋ถ„๊ธฐ ์‹œ๊ฐ€์ด์•ก 2์กฐ๋‹ฌ๋Ÿฌ ์ฆ๊ฐ€ (CNBC) https://buly.kr/8piXjQw ๋ฐ”์ดํŠธ๋Œ„์Šค, ์ฐจ์„ธ๋Œ€ ์ž์ฒด CPU ๊ฐœ๋ฐœ ์ถ”์ง„โ€ฆ 2027๋…„ ํ•˜๋ฐ˜๊ธฐ ์–‘์‚ฐ ๋ชฉํ‘œยทํ€„์ปด ํ˜‘๋ ฅ ๊ฐ€๋Šฅ์„ฑ (Trendforce) https://buly.kr/1GLxXhZ TSMC ๋…์ฃผ ์† โ€˜ํ‹ˆ์ƒˆโ€™ ์—ด๋ ธ๋‹คโ€ฆ์‚ผ์„ฑยท์ธํ…”์— ๋ถ€๋Š” ํŒŒ์šด๋“œ๋ฆฌ 2.0 ํ›ˆํ’ (IT์กฐ์„ ) https://buly.kr/1wegQe AWS, AI ์—”์ง€๋‹ˆ์–ด ์ „๋‹ด ์กฐ์ง ์‹ ์„ค์— 10์–ต๋‹ฌ๋Ÿฌ ํˆฌ์ž (Reuters) https://buly.kr/1GLxYHv ์•ค์Šค๋กœํ”ฝ, ์•„๋งˆ์กด AI ์‚ฌ์šฉ ์š”๊ธˆ ์˜ฌ๋ฆฐ๋‹ค...๊ณ ์„ฑ๋Šฅ AI ๊ธฐ์—…์— ๋น…ํ…Œํฌ๋งˆ์ € ์ข…์† ์šฐ๋ ค (์กฐ์„ ์ผ๋ณด) https://buly.kr/7x8kpLl ์‚ผ์„ฑ๋””์Šคํ”Œ๋ ˆ์ด, ์•„์‚ฐ 6์„ธ๋Œ€ OLED ๋ผ์ธ ์ฆ์„คํ•œ๋‹ค (๋””์ผ๋ ‰) https://buly.kr/1cBTVCc ไธญ BOE, ์‚ผ์„ฑ ๊ฐค๋Ÿญ์‹œS27 OLED ๊ณต๊ธ‰ ๋ถˆ๋ฐœ (์ „์ž์‹ ๋ฌธ) https://buly.kr/D3gjGGp โ˜… ์ „์ผ ๊ด€๋ จ์—…์ฒด ์ฃผ์š” ์ฃผ๊ฐ€๋“ฑ๋ฝ (2%p ์ด์ƒ) ์‚ผ์„ฑ์ „์ž(+3.4%), Western Digital(-2%), Apple(+2.7%), LG์ „์ž(+3.2%), HPQ(-3.1%), Lenovo(+8.2%), ZTE(+2.8%), Intel(+6%), Qualcomm(-2.1%), TI(+4.4%), Nvidia(+2.6%), Marvell(+7.3%), AMD(+7.7%), Mediatek(+8.6%), Magnachip(+2.4%), SMIC(+5.4%), BOE(+9.2%), LG๋””์Šคํ”Œ๋ ˆ์ด(-3.9%), AUO(+6.9%), Sharp(+2.9%), ์›์ต IPS(+5.7%), AP์‹œ์Šคํ…œ(+2.8%), ํ…Œ์Šค(+15.7%), ASML(+6.8%), AMAT(+4.1%), KLA(+8.4%), LAM Research(+5.5%), Tokyo Electron(+3.3%), ์†”๋ธŒ๋ ˆ์ธ(+6.7%), Air Product(+8%), Kanto Denka(-2.1%), ์ด๋…น์Šค์ฒจ๋‹จ์†Œ์žฌ(-3.3%), ์‚ผ์„ฑ์ „๊ธฐ(+7.2%), Murata(+6.1%), Yageo(+9.6%), ์‚ผ์„ฑSDI(-4.9%), LG์—๋„ˆ์ง€์†”๋ฃจ์…˜(-9.6%), Panasonic(+2.5%) (์ž๋ฃŒ: Bloomberg, DRAMeXchange, ์–ธ๋ก ์ž๋ฃŒ) *๋™ ์ž๋ฃŒ๋Š” Compliance ๊ทœ์ •์„ ์ค€์ˆ˜ํ•˜์—ฌ ์‚ฌ์ „ ๊ณตํ‘œ๋œ ์ž๋ฃŒ์ด๋ฉฐ, ๊ณ ๊ฐ์˜ ์ฆ๊ถŒํˆฌ์ž๊ฒฐ๊ณผ์— ๋Œ€ํ•œ ๋ฒ•์  ์ฑ…์ž„์†Œ์žฌ์˜ ์ฆ๋น™์ž๋ฃŒ๋กœ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
2 170
12
[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/IT๋ถ€ํ’ˆ ์–‘์Šน์ˆ˜] โ–ถ Fulltech Fiber Glass to lift cloth prices as much as 30% from July - Fulltech Fiber Glass๋Š” ์›์žฌ๋ฃŒ, ์—๋„ˆ์ง€, ์šด์†ก, ์ œ์กฐ๋น„์šฉ ์ƒ์Šน์— ๋”ฐ๋ฅธ ๋งˆ์ง„ ์••๋ฐ•์œผ๋กœ ์œ ๋ฆฌ์„ฌ์œ  ์ง๋ฌผ ์ œํ’ˆ ๊ฐ€๊ฒฉ ์ธ์ƒ์„ ๋ฐœํ‘œ - ๊ฐ€๊ฒฉ ์ธ์ƒ์€ 2026๋…„ 7์›” 1์ผ๋ถ€ํ„ฐ ์ ์šฉ๋˜๋ฉฐ, E-glass์™€ FLD2 ์œ ๋ฆฌ์„ฌ์œ  ์ง๋ฌผ ์ œํ’ˆ๊ตฐ์˜ ์‹ ๊ทœ ์ฃผ๋ฌธ์— ๋ฐ˜์˜๋  ์˜ˆ์ • - E-glass ์œ ๋ฆฌ์„ฌ์œ  ์ง๋ฌผ ๊ฐ€๊ฒฉ์€ 30%, ๊ณ ๊ธ‰ Low DK2 ์ œํ’ˆ์ธ FLD2 ๊ฐ€๊ฒฉ์€ 15% ์ธ์ƒ - ํšŒ์‚ฌ๋Š” ์œ ๋ฆฌ์„ฌ์œ  ์›์žฌ๋ฃŒ, ์—๋„ˆ์ง€, ์šด์†ก๋น„, ์ œ์กฐ ๊ด€๋ จ ๋น„์šฉ ์ƒ์Šน์„ ๊ณต์ • ์ตœ์ ํ™”์™€ ๋‚ด๋ถ€ ๋น„์šฉ ํ†ต์ œ๋กœ ์ผ๋ถ€ ํก์ˆ˜ํ•ด์™”์œผ๋‚˜, ์›๊ฐ€ ๋ถ€๋‹ด์„ ์™„์ „ํžˆ ์ƒ์‡„ํ•˜๊ธฐ ์–ด๋ ค์› ๋‹ค๊ณ  ์„ค๋ช… - ์ฐจ์„ธ๋Œ€ AI ์„œ๋ฒ„์™€ ๊ณ ์† ์Šค์œ„์น˜ ์ˆ˜์š”๊ฐ€ ์—…์ŠคํŠธ๋ฆผ PCB ์†Œ์žฌ ์ŠคํŽ™ ์—…๊ทธ๋ ˆ์ด๋“œ๋ฅผ ๊ฒฌ์ธํ•˜๋ฉฐ Low DKยทLow DK2 ์ œํ’ˆ ์ถœํ•˜๊ฐ€ ์ ์ง„์ ์œผ๋กœ ์ฆ๊ฐ€ - FLD2 ์ถœํ•˜๋Š” 2H26 ํ™•๋Œ€๋  ์ „๋ง์ด๋ฉฐ, Low CTE ์ œํ’ˆ ์นจํˆฌ์œจ๋„ ์ƒ์Šน ์ค‘ - ์ €๊ถค๋„ ์œ„์„ฑ์šฉ M6 CCL ์ˆ˜์š” ์ฆ๊ฐ€๋กœ E-glass ์œ ๋ฆฌ์„ฌ์œ  ์ง๋ฌผ ๊ณต๊ธ‰๋„ ๋ถ€์กฑํ•œ ์ƒํ™ฉ, ์ถœํ•˜๋Ÿ‰๊ณผ ASP ์ƒ์Šน์ด 2026๋…„ ๋งค์ถœ ๋ฐ ์ด์ต ๊ฐœ์„ ์„ ๋’ท๋ฐ›์นจํ•  ๊ฒƒ์œผ๋กœ ๊ธฐ๋Œ€ - Fulltech Fiber Glass๋Š” 2026๋…„ CAPEX๋ฅผ ํ™•๋Œ€ํ•˜๊ณ  Low DK, Low DK2, Low CTE ๋“ฑ 3๊ฐœ ์„ ์ง„๊ณต์ • ์ œํ’ˆ ๋น„์ค‘์„ 70%๊นŒ์ง€ ๋†’์ผ ๊ณ„ํš - ์ค‘๊ตญ ๋‘ฅ๊ด€ ๊ณต์žฅ์€ ์ œํ’ˆ ๋ฏน์Šค ๊ฐœ์„ ๊ณผ ํ˜„์ง€ E-glass ์ง๋ฌผ ๊ฐ€๊ฒฉ ์ƒ์Šน์— ํž˜์ž…์–ด 1Q26 ํ‘์ž ์ „ํ™˜, ํ•˜๋ฐ˜๊ธฐ Low DK ์ง๋ฌผ ์ƒ์‚ฐ์„ ์ถ”๊ฐ€ํ•  ์˜ˆ์ • - ํƒœ๊ตญ ์‹ ๊ณต์žฅ์€ 2H27 ์ถœํ•˜๋ฅผ ์‹œ์ž‘ํ•  ์˜ˆ์ •์ด๋ฉฐ, ์ €๊ถค๋„ ์œ„์„ฑ๊ณผ AI ์„œ๋ฒ„์šฉ ๊ณ ๊ธ‰ ์บํŒŒ ๊ฑฐ์ ์œผ๋กœ ํ™œ์šฉ๋  ์ „๋ง https://buly.kr/3jAZHGg (Digitimes Asia) *๋ณธ ๋‚ด์šฉ์€ ๋‹น์‚ฌ์˜ ์ฝ”๋ฉ˜ํŠธ ์—†์ด ๊ตญ๋‚ด์™ธ ์–ธ๋ก ์‚ฌ ๋‰ด์Šค ๋ฐ ์ „์ž๊ณต์‹œ์ž๋ฃŒ ๋“ฑ์„ ์ธ์šฉํ•œ ๊ฒƒ์œผ๋กœ ๋ณ„๋„์˜ ์Šน์ธ ์ ˆ์ฐจ ์—†์ด ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค.
2 660
13
[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ๋ฐ˜๋„์ฒด/๋””์Šคํ”Œ๋ ˆ์ด ๊น€์„ ์šฐ] [DRAMeXchange 6์›” ์„œ๋ฒ„ DRAM ๊ณ ์ •๊ฐ€ ๋ฐœํ‘œ] - 6์›” ์„œ๋ฒ„ DRAM ๊ณ ์ •๊ฐ€๋Š” ํ˜‘์ƒ ๊ณผ์ •์—์„œ ์ง€์†์ ์œผ๋กœ ์ƒ์Šน. ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค๊ฐ€ ์ž„์‹œ ๊ฐ€๊ฒฉ์„ ์—ฐ์ด์–ด ์ธ์ƒํ•œ ์ดํ›„ ๊ณต์‹ ๊ฒฌ์  ํ˜‘์ƒ์„ ๋งˆ๋ฌด๋ฆฌํ•˜๋ฉด์„œ, 2Q26 ์„œ๋ฒ„ DRAM ๊ณ ์ •๊ฐ€๋Š” +53~58% QoQ ์ˆ˜์ค€๊นŒ์ง€ ํ™•๋Œ€. ๋™์‹œ์— ์‹œ์žฅ์€ 3Q26 ๊ณ„์•ฝ์— ๋Œ€ํ•œ ์ดˆ๊ธฐ ์˜ํ–ฅ ๋…ผ์˜๋ฅผ ์‹œ์ž‘ - CSP/์„œ๋ฒ„ OEM ๋ชจ๋‘ ๋ฌผ๋Ÿ‰ ํ™•๋ณด ๊ฒฝ์Ÿ์„ ์ง€์†ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, CSP๋“ค์€ ์ƒ๋‹น ์ˆ˜์ค€์˜ ์žฌ๊ณ ๋ฅผ ๋ณด์œ ํ•˜๊ณ  ์žˆ์Œ์—๋„ ๋ถˆ๊ตฌ ์ถ”๊ฐ€ ์žฌ๊ณ  ํ™•๋ณด์— ๋‚˜์„ฌ. ๊ณต๊ธ‰์‚ฌ๋“ค์€ 27๋…„ ์ œํ’ˆ ๊ณต๊ธ‰ ์ „๋žต์„ ๊ณ ๊ฐ์‚ฌ๋“ค์—๊ฒŒ ๊ณต๊ฐœํ•˜๊ธฐ ์‹œ์ž‘ํ–ˆ์œผ๋ฉฐ, ํ–ฅํ›„ ์„œ๋ฒ„ DRAM ๊ณต๊ธ‰ ์ฆ๊ฐ€์œจ์ด ๋‘”ํ™”๋  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋Š” ๋งŒํผ ๊ณต๊ธ‰์‚ฌ๋“ค์˜ ํ˜‘์ƒ๋ ฅ์€ ๋”์šฑ ๊ฐ•ํ™”๋˜๊ณ  ์žˆ์Œ - ็พŽ CSP๋“ค์˜ DRAM ์žฌ๊ณ ๋Š” 2Q26์ดˆ 7~11์ฃผ ์ˆ˜์ค€์—์„œ 2Q26๋ง 9~13์ฃผ๊นŒ์ง€ ์ฆ๊ฐ€. ์ด๋Š” CPU ๊ณต๊ธ‰ ๋ถ€์กฑ์œผ๋กœ ์„œ๋ฒ„ ์กฐ๋ฆฝ ์†๋„๊ฐ€ ์ œํ•œ๋œ ์˜ํ–ฅ. ๋‹ค๋งŒ, 2H26~2027 CPU ๊ณต๊ธ‰์ด ์ ์ง„์ ์œผ๋กœ ์ •์ƒํ™”๋˜๋ฉด ์„œ๋ฒ„ ์กฐ๋ฆฝ ๊ทœ๋ชจ๋Š” ์ถฉ๋ถ„ํžˆ ํ™•๋Œ€ ๊ฐ€๋Šฅ. ๋™์‹œ์— 2027๋…„ ๋ฉ”๋ชจ๋ฆฌ ๊ณต๊ธ‰ ๋ถ€์กฑ ์ „๋ง์ด ์ด๋ฏธ ์‹œ์žฅ์— ๊ณต์œ ๋˜๊ณ  ์žˆ๋Š” ๋งŒํผ CSP๋“ค์€ ์—ฌ์ „ํžˆ ์ถ”๊ฐ€์ ์ธ DRAM ํ™•๋ณด์— ์ ๊ทน์ ์ธ ๋ชจ์Šต - 3Q26 ์•ž๋‘๊ณ  ์ผ๋ถ€ ๊ณต๊ธ‰์‚ฌ๋“ค์€ ๊ณ ์ •๊ฐ€๋ฅผ 15~20% QoQ ์ธ์ƒํ•˜๊ฒ ๋‹ค๋Š” ์˜ํ–ฅ์„ ๋ฐํž˜. ๋‹ค๋งŒ, ์ผ๋ถ€ ็พŽ CSP๋“ค์€ ๊ฐ€๊ฒฉ ์ƒํ•œ์„ ํฌํ•จํ•œ LTA๋ฅผ ์ฒด๊ฒฐํ–ˆ์œผ๋ฉฐ, ์ด๋กœ ์ธํ•ด ํ•ด๋‹น ๊ณ ๊ฐ๊ตฐ์— ๋Œ€ํ•ด์„œ๋Š” ๊ณต๊ธ‰์‚ฌ๋“ค์˜ ๊ฐ€๊ฒฉ ์ธ์ƒ ํญ์ด ์ผ์ • ๋ถ€๋ถ„ ์ œํ•œ. 3Q26 ์„œ๋ฒ„ DRAM ๊ณ ์ •๊ฐ€ ๊ฐ€๊ฒฉ ์ƒ์Šน๋ฅ ์€ 13~18% QoQ ๋‹ฌํ•  ๊ฒƒ์œผ๋กœ ์ „๋ง. ๊ณต๊ธ‰์‚ฌ๋“ค์˜ ๊ฒฌ์ ๊ฐ€๋Š” 7~9์›”๊นŒ์ง€ ์ˆœ์ฐจ์ ์œผ๋กœ ์ธ์ƒ๋  ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์Œ. ์ดํ›„์—๋„ ์ˆ˜๊ธ‰ ๊ฒฉ์ฐจ๋ฅผ ํ™œ์šฉํ•˜์—ฌ ์—ฐ์†์ ์ธ ๊ฐ€๊ฒฉ ์ธ์ƒ์ด ์ด์–ด์งˆ ๊ฒƒ์œผ๋กœ ์ „๋ง - CSP/OEM๋“ค์€ ๋ฉ”๋ชจ๋ฆฌ ์„ค๊ณ„๋ฅผ ์กฐ์ •ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, RDIMM ์ˆ˜์š”๋Š” ๊ธฐ์กด 96/128GB ์ค‘์‹ฌ์—์„œ 32/64GB๋กœ ์ด๋™. ์ด๋Š” ์ฑ„๋„๋‹น 2๊ฐœ์˜ DIMM์„ ์‚ฌ์šฉํ•˜๋Š” ์„œ๋ฒ„ ์„ค๊ณ„๊ฐ€ ํ™•๋Œ€๋˜๊ณ  ์žˆ๊ธฐ ๋•Œ๋ฌธ. ์ด๋Ÿฌํ•œ ์ˆ˜์š” ๋ณ€ํ™”๋Š” 3Q26๋ถ€ํ„ฐ ๊ณต๊ธ‰์‚ฌ๋“ค์˜ ์‹ค์ œ ์ถœํ•˜ ๊ตฌ์„ฑ์—๋„ ์ ์ง„์ ์œผ๋กœ ๋ฐ˜์˜๋  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ. 32GB RDIMM์˜ ๊ณ ์ •๊ฐ€ ์ƒ์Šน๋ฅ ์ด ์ฃผ๋ฅ˜ ์ œํ’ˆ์ธ 64GB๋ณด๋‹ค ๋” ๋†’์•„์งˆ ๊ฐ€๋Šฅ์„ฑ๋„ ์กด์žฌ - ๊ณต๊ธ‰์‚ฌ๋“ค์€ 2Q26๋ง๋ถ€ํ„ฐ ๊ณ ๊ฐ์‚ฌ๋“ค์—๊ฒŒ 2027๋…„ ๊ณต๊ธ‰ ๊ณ„ํš์„ ์ œ์‹œํ•˜๊ธฐ ์‹œ์ž‘. ์ด๋Š” ์‹ค์งˆ์ ์œผ๋กœ ์›จ์ดํผ ๊ณต๊ธ‰ ๋Šฅ๋ ฅ์ด ์ œํ•œ์ ์ธ ์ƒํ™ฉ์ž„์„ ๋‚ดํฌ. SKํ•˜์ด๋‹‰์Šค/๋งˆ์ดํฌ๋ก /CXMT๋Š” RDIMM๊ณผ SOCAMM ์ค‘์‹ฌ์œผ๋กœ ์ƒ์‚ฐ Capa๋ฅผ ๋ฐฐ๋ถ„ํ•˜๊ณ  ์žˆ์œผ๋‚˜, ์‚ผ์„ฑ์ „์ž๋Š” HBM ์ œํ’ˆ๊ตฐ์— ์ƒ์‚ฐ Capa๋ฅผ ์šฐ์„  ํ• ๋‹น - ๊ทธ ๊ฒฐ๊ณผ ๋ฒ”์šฉ DRAM ๊ณต๊ธ‰ ์—ฌ๋ ฅ์€ ๋”์šฑ ์•…ํ™”๋  ๊ฒƒ. ํŠนํžˆ ์‚ผ์„ฑ์ „์ž์˜ HBM ์ค‘์‹ฌ ์ „๋žต์€ ์ผ๋ฐ˜ DRAM ๋‹ค์ด ๊ณต๊ธ‰ ๊ฐ์†Œ๋ฅผ ๋”์šฑ ์‹ฌํ™”์‹œํ‚ค๋Š” ์š”์ธ. RDIMM ๊ณต๊ธ‰ Bit ์ฆ๊ฐ€์œจ์€ 15~20% ์ˆ˜์ค€์— ๋ถˆ๊ณผํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ. SOCAMM ๊ณต๊ธ‰ ์ฆ๊ฐ€๋ถ„์„ ํฌํ•จํ•˜๋”๋ผ๋„ ์„œ๋ฒ„ CPU ์ถœํ•˜ ์ฆ๊ฐ€์œจ ๋Œ€๋น„ 25%p ์ด์ƒ ๋ถ€์กฑํ•œ ์ˆ˜์ค€ - ํŠนํžˆ ์ฒจ๋‹จ ๊ณต์ • ๋น„์ค‘ ํ™•๋Œ€์— ๋”ฐ๋ผ CPU ์ฝ”์–ด ์ˆ˜ ์ฆ๊ฐ€์œจ์ด DRAM ๋‹ค์ด ์ฆ๊ฐ€์œจ๋ณด๋‹ค ๋” ๋†’์•„์งˆ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ. ์ด๋Š” RDIMM๊ณผ SOCAMM์„ ํ•ฉ์นœ ์ „์ฒด ๋ฉ”๋ชจ๋ฆฌ ์ˆ˜์š” Bit ์ฆ๊ฐ€์œจ์€ 35%๋ฅผ ์ƒํšŒํ•  ๊ฐ€๋Šฅ์„ฑ์„ ์•”์‹œ. ์ด๋ฅผ ๋ฐ˜์˜ํ•˜์—ฌ RDIMM ๊ตฌ๋งค์ž๋“ค์€ 2H26 ๋ฌผ๋Ÿ‰์ด ํ™•๋ณด๋œ ์ƒํ™ฉ์—์„œ๋„ 27๋…„ ๊ณต๊ธ‰ ๋ถ€์กฑ์„ ์šฐ๋ คํ•ด ์ง€์†์ ์œผ๋กœ ์žฌ๊ณ  ํ™•๋ณด๋ฅผ ์ถ”์ง„ - ๋งˆ์ดํฌ๋ก ์€ FY3Q26 ์‹ค์  ๋ฐœํ‘œํšŒ์—์„œ LTA์˜ ๊ฐ€๊ฒฉ ์ƒํ•œ์„ ์ด๋ฒˆ ๋ถ„๊ธฐ ๊ณ ์ •๊ฐ€ ์ˆ˜์ค€์œผ๋กœ ์„ค์ •ํ•˜๊ฒ ๋‹ค๊ณ  ๋ฐํž˜. ์ฆ‰, ๋งˆ์ดํฌ๋ก ์€ ๊ฐ€๊ฒฉ ์ƒํ•œ ์„ค์ •์— ๋น„๊ต์  ๋ณด์ˆ˜์ ์ธ ์ž…์žฅ์„ ์ทจํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ด๋Š” ๋‹ค๋…„ ๊ณ„์•ฝ์˜ ๊ตฌ์† ๊ธฐ๊ฐ„์„ 5๋…„ ์ˆ˜์ค€์œผ๋กœ ์—ฐ์žฅํ•˜๋ ค๋Š” ์ „๋žต ๋•Œ๋ฌธ์œผ๋กœ ํ’€์ด. ๋ฐ˜๋ฉด ํƒ€ ๊ณต๊ธ‰์‚ฌ๋“ค์€ LTA ๊ฐ€๊ฒฉ ์ƒํ•œ์„ 2Q26 ๊ณ ์ •๊ฐ€๋ณด๋‹ค ๋†’์€ ์ˆ˜์ค€์œผ๋กœ ์„ค์ •ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ. ๊ณต๊ธ‰์‚ฌ๋“ค์€ 3Q26 ์ดํ›„ ๊ฐ€๊ฒฉ ์ธ์ƒ์˜ ํƒ€๊ฒŸ์„ LTA ๋ฏธ์ฒด๊ฒฐ ๊ณ ๊ฐ์œผ๋กœ ์ด๋™์‹œํ‚ฌ ๊ฒƒ์œผ๋กœ ์ „๋ง. ๋˜ํ•œ ๊ธฐ์กด LTA ๊ณ ๊ฐ๋“ค์—๊ฒŒ๋„ ๊ณ„์•ฝ ์™ธ ์ถ”๊ฐ€ ๋ฌผ๋Ÿ‰์€ Non-LTA ๋ฐฉ์‹์œผ๋กœ ๊ณต๊ธ‰ํ•˜๋ฉด์„œ ๋” ๋†’์€ ๊ฐ€๊ฒฉ์„ ์ ์šฉํ•˜๋ ค ํ•  ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์Œ - 2H26~2H27๊นŒ์ง€ ์„œ๋ฒ„ DRAM ๊ณ ์ •๊ฐ€ ์ƒ์Šนํญ์€ ๋‘”ํ™”๋˜๊ฒ ์œผ๋‚˜, ๋ถ„๊ธฐ๋ณ„ ๊ฐ€๊ฒฉ ์ƒ์Šน ์ถ”์„ธ ์ž์ฒด๋Š” ์ง€์†๋  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ. ๋”ฐ๋ผ์„œ ๊ตฌ๋งค์ž๋“ค์€ ๊ฐ€๊ฒฉ ์ƒ์Šน ๊ตญ๋ฉด์—์„œ๋„ ๋†’์€ ์žฌ๊ณ  ์ˆ˜์ค€์„ ์œ ์ง€ํ•˜๊ณ ์žํ•  ๊ฒƒ์œผ๋กœ ๋ถ„์„ (์ž๋ฃŒ: DRAMeXchange) *๋™ ์ž๋ฃŒ๋Š” Compliance ๊ทœ์ •์„ ์ค€์ˆ˜ํ•˜์—ฌ ์‚ฌ์ „ ๊ณตํ‘œ๋œ ์ž๋ฃŒ์ด๋ฉฐ, ๊ณ ๊ฐ์˜ ์ฆ๊ถŒํˆฌ์ž๊ฒฐ๊ณผ์— ๋Œ€ํ•œ ๋ฒ•์  ์ฑ…์ž„์†Œ์žฌ์˜ ์ฆ๋น™์ž๋ฃŒ๋กœ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
25 775
14
[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ๋ฐ˜๋„์ฒด/๋””์Šคํ”Œ๋ ˆ์ด ๊น€์„ ์šฐ] [DRAMeXchange 6์›” PC DRAM ๊ณ ์ •๊ฐ€ ๋ฐœํ‘œ] - ๋ฉ”๋ชจ๋ฆฌ ๊ณต๊ธ‰์‚ฌ์™€ PC OEM ์—…์ฒด๋“ค์˜ 2Q26 ๊ณ ์ •๊ฐ€ ํ˜‘์ƒ์€ 4~5์›” +45~50% QoQ ์ˆ˜์ค€์—์„œ ๋งˆ๋ฌด๋ฆฌ. 6์›”์—๋Š” ์ฃผ๋กœ 2H26 ๋ฐ 2027๋…„ ์กฐ๋‹ฌ ๋ฌผ๋Ÿ‰ ๊ทœ๋ชจ๋ฅผ ํ˜‘์˜ํ•˜๋Š”๋ฐ ์ดˆ์ ์ด ๋งž์ถฐ์กŒ์œผ๋ฉฐ, ์‹ค์ œ ๊ฑฐ๋ž˜๋Š” ์ œํ•œ์ ์œผ๋กœ ๋ฐœ์ƒ. ๊ทธ ๊ฒฐ๊ณผ PC DRAM ๊ณ ์ •๊ฐ€๋Š” 5์›” ์ˆ˜์ค€์„ ์œ ์ง€ - PC OEM๋“ค์€ ์—ฌ์ „ํžˆ ์‹œ์žฅ์ ์œ ์œจ ํ™•๋Œ€๋ฅผ ์ตœ์šฐ์„  ๊ณผ์ œ๋กœ ์ธ์‹. CPU์™€ ๋ฉ”๋ชจ๋ฆฌ ์กฐ๋‹ฌ ๋น„์šฉ์ด ์ง€์†์ ์œผ๋กœ ์ƒ์Šนํ•˜๊ณ  ์žˆ์Œ์—๋„ ๋…ธํŠธ๋ถ ์œ ํ†ต์ฑ„๋„ ๊ฐ€๊ฒฉ์—๋Š” ์•„์ง ์›๊ฐ€ ์ƒ์Šน๋ถ„์ด ์™„์ „ํžˆ ๋ฐ˜์˜๋˜์ง€ ์•Š์•„, PC ์ถœํ•˜๋Ÿ‰ ๊ฐ์†Œ ํญ์€ ๋‹น์ดˆ ์˜ˆ์ƒํ–ˆ๋˜ ๊ฒƒ๋ณด๋‹ค ์ œํ•œ์ ์ธ ์ˆ˜์ค€. ์ด๋Ÿฌํ•œ ์ƒํ™ฉ์€ OEM๋“ค์˜ ๊ธฐ์กด DRAM ์žฌ๊ณ  ์†Œ์ง„์„ ๋”์šฑ ๊ฐ€์†ํ™”ํ–ˆ์œผ๋ฉฐ, 2Q26 ๊ธฐ์ค€ DRAM ์žฌ๊ณ ๋Š” 4~8์ฃผ ์ˆ˜์ค€๊นŒ์ง€ ๊ฐ์†Œ - (์ˆ˜์š”) ํ•œํŽธ, ๋ฉ”๋ชจ๋ฆฌ ๊ฐ€๊ฒฉ ์ƒ์Šน, MacBook Neo์˜ ๊ฒฌ์กฐํ•œ ํŒ๋งค, MSFT ํ”„๋กœ๋ชจ์…˜์— ํž˜์ž…์–ด PC OEM๋“ค์€ ๊ฐ€๊ฒฉ์ด ๋‚ฎ์€ 8GB ๋…ธํŠธ๋ถ ๋ชจ๋ธ์„ ์ ๊ทน ์ถœ์‹œ. ๋™์‹œ์— ๊ฐ€๊ฒฉ ๋ฏผ๊ฐ๋„๊ฐ€ ์ƒ๋Œ€์ ์œผ๋กœ ๋‚ฎ์€ ์ƒ์—…์šฉ ๋…ธํŠธ๋ถ์„ ํ•ต์‹ฌ ํŒ๋งค ๋™๋ ฅ์œผ๋กœ ํ™œ์šฉ - (๊ณต๊ธ‰) ๋ฉ”๋ชจ๋ฆฌ ๊ณต๊ธ‰์‚ฌ๋“ค์€ ์„œ๋ฒ„์šฉ ๋ฉ”๋ชจ๋ฆฌ ์ˆ˜์š” ๋Œ€์‘์„ ์œ„ํ•ด 2027๋…„ PC DRAM ๊ณต๊ธ‰์„ ์ถ•์†Œํ•˜๋Š” ๋ฐฉ์•ˆ์„ ์ž ์ •์ ์œผ๋กœ ๊ณ„ํš. 27๋…„์—๋„ DRAM ๊ณต๊ธ‰ ๋ถ€์กฑ ์ „๋ง์ด ์šฐ์„ธํ•œ ๋งŒํผ, OEM๋“ค์€ ํ–ฅํ›„ ์›ํ™œํ•œ ์ƒ์‚ฐ๊ณผ ํŒ๋งค๋ฅผ ๋ณด์žฅํ•˜๊ธฐ ์œ„ํ•ด ๊ณต๊ฒฉ์ ์ธ ์žฌ๊ณ  ํ™•๋ณด ์ „๋žต์„ ๊ตฌ์‚ฌํ•  ๊ฒƒ์œผ๋กœ ์ „๋ง - 6์›”๋ง ์ผ๋ถ€ ๋ฉ”๋ชจ๋ฆฌ ๊ณต๊ธ‰์‚ฌ๋“ค์€ ํ–ฅํ›„ ์ถ”๊ฐ€ ๊ฐ€๊ฒฉ ์ธ์ƒ์„ ๊ฐ€๋Šฅํ•˜๊ฒŒ ํ•˜๋Š” ์กฐํ•ญ์„ ํฌํ•จํ•œ ๊ฒฌ์ ์„œ๋ฅผ ์ œ์‹œ. 7~8์›” ๊ณต๊ธ‰์‚ฌ๋“ค์ด ๋ฒˆ๊ฐˆ์•„ ๊ฐ€๊ฒฉ ์ธ์ƒ์„ ๋‹จํ–‰ํ•˜๊ณ  ์„œ๋กœ์˜ ์ธ์ƒ๋ถ„์„ ๋”ฐ๋ผ๊ฐ€๋Š” ํ˜•ํƒœ์˜ ๊ฐ€๊ฒฉ ์ •์ฑ…์„ ํŽผ์น  ๊ฒƒ์œผ๋กœ ์ „๋ง - ๋‹ค๋งŒ, PC OEM๋“ค์€ ์ „๋ฐ˜์ ์œผ๋กœ ์ˆ˜์ต์„ฑ ์••๋ฐ•์— ์ง๋ฉดํ•ด ์žˆ๊ธฐ ๋•Œ๋ฌธ์—, ๊ฐ ์ œํ’ˆ๊ตฐ๋ณ„ ์›๊ฐ€ ๋ถ€๋‹ด ๋Šฅ๋ ฅ๊ณผ ํŒ๋งค ์ „๋žต์„ ๋ฉด๋ฐ€ํžˆ ๊ฒ€ํ† ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ. ์ด์— ๋”ฐ๋ผ, ๋ฉ”๋ชจ๋ฆฌ ๊ตฌ๋งค์ž๋“ค์€ ๊ฐ€๊ฒฉ ์ธ์ƒ ํญ์„ ์ตœ์†Œํ™”ํ•˜๊ธฐ ์œ„ํ•ด ๊ฐ€๊ฒฉ ์„ธ๋ถ€ ์กฐ๊ฑด๊ณผ ๋ฉ”๋ชจ๋ฆฌ ์‚ฌ์–‘์— ๋Œ€ํ•œ ํ˜‘์ƒ์„ ์žฅ๊ธฐ๊ฐ„ ์ด์–ด๊ฐˆ ๊ฒƒ์œผ๋กœ ์ „๋ง - 3Q26 PC DRAM ๊ณ ์ •๊ฐ€๋Š” ๊ธฐ์กด 8~13% QoQ ์ƒ์Šน์—์„œ 15~20%๋กœ ์ƒํ–ฅ ์กฐ์ •. ๋˜ํ•œ, 4Q26 ์—ญ์‹œ ๊ธฐ์กด 0~5%์—์„œ 3~8%๋กœ ์ƒํ–ฅ ์กฐ์ • - ํ•œํŽธ, 6์›” DRAM ํ˜„๋ฌผ ์‹œ์žฅ์—์„œ๋Š” D5/D4 ๋ชจ๋‘ ์ƒ์Šน์„ธ๋ฅผ ์ง€์†. ์ด๋Š” ๋ฉ”๋ชจ๋ฆฌ ๊ณต๊ธ‰์‚ฌ๋“ค์˜ ๊ณต๊ธ‰์—ฌ๋ ฅ์ด ์ง€์†์ ์œผ๋กœ ํƒ€์ดํŠธํ•ด์ง€๊ณ  ์žˆ์Œ์„ ๋ฐ˜์˜ํ•˜๋Š” ๊ฒƒ์œผ๋กœ, ๊ฒฌ์กฐํ•œ ์‹ค์ˆ˜์š”๋งŒ์œผ๋กœ๋„ ์ถฉ๋ถ„ํ•œ ์กฐ๋‹ฌ ์ˆ˜์š”๋ฅผ ์œ ์ง€ํ•  ์ˆ˜ ์žˆ๋Š” ์ƒํ™ฉ์ด ์ด์–ด์ง€๊ณ  ์žˆ์Œ์„ ์‹œ์‚ฌ. ์•„์šธ๋Ÿฌ, 8Gb D4 ์นฉ์˜ ๊ณ ์ •๊ฐ€ ์—ญ์‹œ 3~8% ์ถ”๊ฐ€ ์ƒ์Šน. ์ด๋Š” ์ฃผ์š” ๊ณต๊ธ‰์‚ฌ๋“ค์ด 27๋…„ D4 ์ œํ’ˆ์˜ ์ƒ์‚ฐ์ข…๋ฃŒ ์ ˆ์ฐจ๋ฅผ ๊ฐœ์‹œํ•  ๊ฒƒ์ž„์„ ๋‚ดํฌํ•˜๊ณ  ์žˆ๊ธฐ ๋•Œ๋ฌธ. ์ฆ‰, ๊ณต๊ธ‰์‚ฌ๋“ค์€ ํ–ฅํ›„์—๋„ D4์˜ ๊ฐ€๊ฒฉ์„ ์ง€์†์ ์œผ๋กœ ์ธ์ƒํ•˜๋ ค๋Š” ์ „๋žต์„ ์œ ์ง€ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ (์ž๋ฃŒ: DRAMeXchange) *๋™ ์ž๋ฃŒ๋Š” Compliance ๊ทœ์ •์„ ์ค€์ˆ˜ํ•˜์—ฌ ์‚ฌ์ „ ๊ณตํ‘œ๋œ ์ž๋ฃŒ์ด๋ฉฐ, ๊ณ ๊ฐ์˜ ์ฆ๊ถŒํˆฌ์ž๊ฒฐ๊ณผ์— ๋Œ€ํ•œ ๋ฒ•์  ์ฑ…์ž„์†Œ์žฌ์˜ ์ฆ๋น™์ž๋ฃŒ๋กœ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
4 071
15
[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ๋ฐ˜๋„์ฒด/๋””์Šคํ”Œ๋ ˆ์ด ๊น€์„ ์šฐ] [DRAMeXchange 6์›” NAND ๊ณ ์ •๊ฐ€ ๋ฐœํ‘œ] - 6์›” NAND Flash ์‹œ์žฅ์€ ์ง€๋‚œ๋‹ฌ๋ถ€ํ„ฐ ์ด์–ด์ง„ ์žฌ๊ณ  ์ถ•์  ์—ดํ’์ด ์ง€์†. AI ์—ฃ์ง€ ์ปดํ“จํŒ…, ์ฐจ์„ธ๋Œ€ ADAS, ํ•˜์ด์—”๋“œ ํ†ต์‹  ๋„คํŠธ์›Œํฌ ์žฅ๋น„์˜ ์ง€์†์ ์ธ ์ถœํ•˜์™€ ๊ฐ๊ตญ์˜ ํ†ต์‹  ๋„คํŠธ์›Œํฌ ์ธํ”„๋ผ ๋ฐ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๊ตฌ์ถ•์ด ๋ณธ๊ถค๋„ ์˜ค๋ฅด๋ฉฐ, ๋†’์€ ์•ˆ์ •์„ฑ์„ ์š”๊ตฌํ•˜๋Š” SLC NAND ์ˆ˜์š” ๊ฐ•์„ธ๊ฐ€ ์ง€์†. ์•„์šธ๋Ÿฌ, ๊ณต๊ธ‰์‚ฌ๋“ค์˜ ๊ณต์ • ์—…๊ทธ๋ ˆ์ด๋“œ์— ๋”ฐ๋ฅธ ์„ฑ์ˆ™ ๊ณต์ •์˜ ์›จ์ดํผ ์ถ•์†Œ ์—ฌํŒŒ๋กœ SLC์˜ ์ „ ์ œํ’ˆ ๊ฐ€๊ฒฉ์€ ์ „๋ฐ˜์ ์œผ๋กœ ์ƒ์Šนํ–ˆ์œผ๋ฉฐ, ๊ฐ€๊ฒฉ ์ „๋ง์น˜๋ฅผ ์ƒํ–ฅํ•˜๊ฒŒ ํ•˜๋Š” ํ•ต์‹ฌ ์š”์ธ์œผ๋กœ ๋ถ€๊ฐ - ํƒ€์ดํŠธํ•œ ์ˆ˜๊ธ‰ ์ƒํ™ฉ์ด ์ง€์†๋˜๋ฉฐ ๋ชจ๋“  ์ œํ’ˆ๊ตฐ์—์„œ ์™„๊ณ ํ•œ ๊ฐ€๊ฒฉ ์ƒ์Šน์„ธ๊ฐ€ ์œ ์ง€. SLC๋Š” ๊ทน๋„๋กœ ๋‚ฎ์•„์ง„ ์žฌ๊ณ  ์ˆ˜์ค€๊ณผ ๊ฒฌ์กฐํ•œ ์‹œ์žฅ ์ˆ˜์š”์— ํž˜์ž…์–ด 28~31% MoM ๊ฐ€๊ฒฉ ์ƒ์Šน์„ ๊ธฐ๋ก. ๋ฐ˜๋ฉด MLC๋Š” ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ ์ดํ›„ ๊ตฌ๋งค์ž๋“ค์ด ๋น„์šฉ ๋ถ€๋‹ด์„ ์ ์ง„์ ์œผ๋กœ ์†Œํ™”ํ•˜๊ธฐ ์‹œ์ž‘ํ•˜๋ฉฐ, ์•ฝ 8~12% MoM ์ƒ์Šน๋ฅ  ๊ธฐ๋กํ•˜๋ฉฐ ์•ˆ์ •ํ™”. SLC/MLC์˜ ๊ณ ์ •๊ฐ€๋Š” ์—ฌ์ „ํžˆ ์‚ฌ์ƒ ์ตœ๊ณ  ์ˆ˜์ค€์„ ํ–ฅํ•ด ์ƒ์Šน ์ค‘ - SLC๋Š” ์žฌ๊ณ  ํ™•๋ณด ์›€์ง์ž„์„ ๋ฐ˜์˜ํ•˜์—ฌ ๋ชจ๋“  ์ œํ’ˆ๊ตฐ์—์„œ ๊ฐ€๊ฒฉ์ด 30%๋Œ€ MoM ๊ธ‰๋“ฑ. ์ด๋ฒˆ ๊ฐ€๊ฒฉ ์ƒ์Šน์˜ ์ฃผ์š” ์›์ธ์€ IoT, ํ†ต์‹  ์ธํ”„๋ผ์šฉ ๋ชจ๋“ˆ ๋“ฑ ์ „ํ†ต์ ์ธ ์ œํ’ˆ๊ตฐ์—์„œ ์žฌ๊ณ  ๋ณด์ถฉ ์ˆ˜์š”๊ฐ€ ๊ฐ•ํ•˜๊ฒŒ ๋ฐœ์ƒํ–ˆ๊ธฐ ๋•Œ๋ฌธ์œผ๋กœ ๋ถ„์„. ๊ณต๊ธ‰์‚ฌ๋“ค์˜ ์„ฑ์ˆ™๊ณต์ • ์ƒ์‚ฐ๋Ÿ‰์ด ์ •์ฒด ์ƒํƒœ์— ๊ฐ€๊นŒ์›Œ์ง€๋ฉฐ ์ˆ˜๊ธ‰ ๊ฒฉ์ฐจ๊ฐ€ ๊ธ‰๊ฒฉํžˆ ์•…ํ™” - MLC๋Š” ์ „์›” ํ‰๊ท  ์•ฝ 10%์˜ ์ƒ์Šน์„ธ๋ฅผ ๊ธฐ๋กํ–ˆ๋˜ ๊ฒƒ๊ณผ ๋น„๊ตํ•ด 6์›” 8.7~11.5% ์ˆ˜์ค€์œผ๋กœ ์•ˆ์ •์„ธ ์ง„์ž…. ์ด๋Š” ์ „์ฒด MLC ๊ฐ€๊ฒฉ์ด ์ด๋ฏธ ์‚ฌ์ƒ ์ตœ๊ณ  ์ˆ˜์ค€์— ๋„๋‹ฌํ•˜๋ฉด์„œ ์ผ๋ถ€ ๋‹ค์šด์ŠคํŠธ๋ฆผ ๊ณ ๊ฐ๋“ค์ด ๋น„์šฉ ๋ถ€๋‹ด์„ ์ด์œ ๋กœ ์ฃผ๋ฌธ ํ™•๋Œ€์— ์‹ ์ค‘ํ•œ ํƒœ๋„๋ฅผ ๊ฒธ๋น„ํ–ˆ๊ธฐ ๋•Œ๋ฌธ์œผ๋กœ ํ’€์ด. ๊ทธ๋Ÿฌ๋‚˜ ์ธ์ฆ ๋ฐ ๊ทœ๊ฒฉ ์กฐ๊ฑด์ด ์ค‘์š”ํ•œ ์‚ฐ์—…์šฉ ์žฅ๋น„ ๋ฐ ์ „์žฅ์šฉ ์• ํ”Œ๋ฆฌ์ผ€์ด์…˜์—์„œ๋Š” ์ €์žฅ์žฅ์น˜ ๋ชจ๋“ˆ์— ๋Œ€ํ•œ ๊ฒฌ์กฐํ•œ ์ˆ˜์š”๊ฐ€ ์ง€์†๋˜๊ณ  ์žˆ์œผ๋ฉฐ, ์‹œ์žฅ ๋‚ด ๊ฐ€์šฉ ์ œํ’ˆ ์—ญ์‹œ ๊ณ„์† ๊ฐ์†Œ์„ธ๋ฅผ ๋ณด์ด๊ณ  ์žˆ์–ด ์žฌ๊ณ  ํ™•๋ณด ํ•„์š”์„ฑ์€ ์—ฌ์ „ํžˆ ์œ ์ง€ - SLC NAND Flash์˜ 1/2/4Gb ๊ฐ€๊ฒฉ์€ 2.72๋‹ฌ๋Ÿฌ/3.03๋‹ฌ๋Ÿฌ/5.25๋‹ฌ๋Ÿฌ๋กœ ๊ฐ•ํ•œ ์ƒ์Šน์„ธ๋ฅผ ๊ธฐ๋ก, 32/64/128Gb MLC NAND Flash๋Š” 17.08๋‹ฌ๋Ÿฌ/21.37๋‹ฌ๋Ÿฌ/28.82๋‹ฌ๋Ÿฌ๋กœ ์ƒ์Šน์„ธ ์ง€์† - 3Q26 ์—ฌ๋Ÿฌ ์• ํ”Œ๋ฆฌ์ผ€์ด์…˜์˜ ์„ฑ์ˆ˜๊ธฐ๋ฅผ ์•ž๋‘๊ณ  ํ™œ๋ฐœํ•œ ์žฌ๊ณ  ํ™•๋ณด ์›€์ง์ž„์ด ํฌ์ฐฉ๋  ๊ฒƒ์œผ๋กœ ์ „๋ง. ๊ทธ๋Ÿฌ๋‚˜ ๊ณต๊ธ‰์‚ฌ๋“ค์€ 2H26 ์ˆ˜์ต์„ฑ์ด ๋†’์€ ์ฒจ๋‹จ ๊ณต์ • ์ œํ’ˆ์— Capa๋ฅผ ์šฐ์„  ํ• ๋‹นํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋ฉฐ, ์„ฑ์ˆ™ ๊ณต์ • ์ œํ’ˆ์˜ ์ˆ˜๊ธ‰ ๊ฒฉ์ฐจ๋Š” ๋”์šฑ ์‹ฌํ™”๋  ๊ฒƒ์œผ๋กœ ์ „๋ง - ์„ฑ์ˆ˜๊ธฐ ์ˆ˜์š” ์ฆ๊ฐ€์™€ ๊ณต๊ธ‰ ๋ถ€์กฑ์ด ์ดˆ๋ž˜ํ•˜๋Š” ๊ทน์‹ฌํ•œ ์ˆ˜๊ธ‰ ๋ถˆ๊ท ํ˜•์€ 3Q26 SLC ์ œํ’ˆ ๊ฐ€๊ฒฉ์„ +60~70% QoQ ํญ๋ฐœ์ ์ธ ์ˆ˜์ค€์œผ๋กœ ์ด๋Œ ๊ฐ€๋Šฅ์„ฑ์ด ๋†’์Œ. ๋ฐ˜๋ฉด, MLC ์ œํ’ˆ์€ ์ „๋ถ€ํ„ฐ ์ด์–ด์ ธ์˜จ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ์œผ๋กœ ์ผ๋ถ€ ๊ณ ๊ฐ์‚ฌ๋“ค์˜ ๋น„์šฉ ๋ถ€๋‹ด ํ•œ๊ณ„ ์ˆ˜์ค€์— ๋„๋‹ฌํ•œ ๋งŒํผ, 3Q26 ๊ฐ€๊ฒฉ ์ƒ์Šน ๋ชจ๋ฉ˜ํ…€์ด ๋‹ค์†Œ ์•ฝํ™”๋  ๊ฐ€๋Šฅ์„ฑ ์กด์žฌ. ๋‹ค๋งŒ ์ „๋ฐ˜์ ์ธ ๊ฐ€๊ฒฉ์€ ์—ฌ์ „ํžˆ ๋†’์€ ์ˆ˜์ค€์—์„œ ํšก๋ณดํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ (์ž๋ฃŒ: DRAMeXchange) *๋™ ์ž๋ฃŒ๋Š” Compliance ๊ทœ์ •์„ ์ค€์ˆ˜ํ•˜์—ฌ ์‚ฌ์ „ ๊ณตํ‘œ๋œ ์ž๋ฃŒ์ด๋ฉฐ, ๊ณ ๊ฐ์˜ ์ฆ๊ถŒํˆฌ์ž๊ฒฐ๊ณผ์— ๋Œ€ํ•œ ๋ฒ•์  ์ฑ…์ž„์†Œ์žฌ์˜ ์ฆ๋น™์ž๋ฃŒ๋กœ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
2 689
16
[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/IT๋ถ€ํ’ˆ ์–‘์Šน์ˆ˜] - ๋Œ€๋งŒ ์œ ๋ฆฌ์„ฌ์œ  ์—…์ฒด Fulltech Fiber Glass, 2026๋…„ 7์›” 1์ผ๋ถ€ํ„ฐ ์œ ๋ฆฌ์„ฌ์œ  ๊ฐ€๊ฒฉ ์ธ์ƒ ๊ณต์ง€ - ๊ฐ€๊ฒฉ ์ธ์ƒ ๋ฐฐ๊ฒฝ์€ ์œ ๋ฆฌ์„ฌ์œ  ์›์‚ฌ ๊ฐ€๊ฒฉ ์ƒ์Šน, ์—๋„ˆ์ง€ ๋น„์šฉ ์ฆ๊ฐ€, ์šด์†ก
[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/IT๋ถ€ํ’ˆ ์–‘์Šน์ˆ˜] - ๋Œ€๋งŒ ์œ ๋ฆฌ์„ฌ์œ  ์—…์ฒด Fulltech Fiber Glass, 2026๋…„ 7์›” 1์ผ๋ถ€ํ„ฐ ์œ ๋ฆฌ์„ฌ์œ  ๊ฐ€๊ฒฉ ์ธ์ƒ ๊ณต์ง€ - ๊ฐ€๊ฒฉ ์ธ์ƒ ๋ฐฐ๊ฒฝ์€ ์œ ๋ฆฌ์„ฌ์œ  ์›์‚ฌ ๊ฐ€๊ฒฉ ์ƒ์Šน, ์—๋„ˆ์ง€ ๋น„์šฉ ์ฆ๊ฐ€, ์šด์†ก๋น„ ๋ณ€๋™, ์ œ์กฐ ๊ด€๋ จ ๋น„์šฉ ์ƒ์Šน ๋“ฑ์— ๋”ฐ๋ฅธ ์ƒ์‚ฐ์›๊ฐ€ ๋ถ€๋‹ด ํ™•๋Œ€ - ํšŒ์‚ฌ๋Š” ๊ณต์ • ์ตœ์ ํ™”์™€ ๋‚ด๋ถ€ ๋น„์šฉ ์ ˆ๊ฐ์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ์›๊ฐ€ ์ƒ์Šน๋ถ„์„ ์ž์ฒด ํก์ˆ˜ํ•˜๊ธฐ ์–ด๋ ต๋‹ค๊ณ  ์„ค๋ช… - ๋Œ€์ƒ ์ œํ’ˆ์€ E-glass ๋ฐ FLD2 ์œ ๋ฆฌ์„ฌ์œ ํฌ ์ „ ์ œํ’ˆ - ์ธ์ƒ ํญ์€ E-glass 30%, FLD2 15%์ด๋ฉฐ, 7์›” 1์ผ ์‹ ๊ทœ ์ฃผ๋ฌธ๋ถ„๋ถ€ํ„ฐ ์ธ์ƒ ๊ฐ€๊ฒฉ์ด ์ ์šฉ๋  ์˜ˆ์ • * ๋ณธ ๋‚ด์šฉ์€ ๋‹น์‚ฌ์˜ ์ฝ”๋ฉ˜ํŠธ ์—†์ด ๊ตญ๋‚ด์™ธ ์–ธ๋ก ์‚ฌ ๋‰ด์Šค ๋ฐ ์ „์ž๊ณต์‹œ์ž๋ฃŒ ๋“ฑ์„ ์ธ์šฉํ•œ ๊ฒƒ์œผ๋กœ ๋ณ„๋„์˜ ์Šน์ธ ์ ˆ์ฐจ ์—†์ด ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค
6 858
17
์‚ผ์„ฑ์ „๊ธฐ์˜ MLCC ๋Œ€ํ˜• ์ˆ˜์ฃผ๊ฐ€ ๊ณต์‹œ๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ์•ž์„œ ์ €ํฌ๊ฐ€ ๋ฆฌํฌํŠธ๋ฅผ ํ†ตํ•ด ์–ธ๊ธ‰ํ•œ AI์šฉ 47uf ์ดˆ์†Œํ˜• ๊ณ ์šฉ๋Ÿ‰ MLCC๋กœ ํŒŒ์•…๋ฉ๋‹ˆ๋‹ค ์ €ํฌ๊ฐ€ ๊ธฐ์กด์— ์ž‘์„ฑํ–ˆ๋˜ ๊ด€๋ จ ๋ฆฌํฌํŠธ ์žฌ๊ณต์œ ๋“œ๋ฆฝ๋‹ˆ๋‹ค
35 930
18
[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/IT๋ถ€ํ’ˆ ์–‘์Šน์ˆ˜] โ–ถ ์‚ผ์„ฑ์ „๊ธฐ, ๋‹จ์ผํŒ๋งคใ†๊ณต๊ธ‰๊ณ„์•ฝ์ฒด๊ฒฐ - ๊ณ„์•ฝ์ƒ๋Œ€: ๊ธ€๋กœ๋ฒŒ ๋Œ€ํ˜•๊ธฐ์—… - ๊ณ„์•ฝ๋‚ด์šฉ: MLCC(Multilayer Ceramic Capacitor) ๊ณต๊ธ‰๊ณ„์•ฝ - ๊ณต๊ธ‰์ง€์—ญ: - - ๊ณ„์•ฝ๊ธˆ์•ก: 4,540์–ต - ๊ณ„์•ฝ๊ธฐ๊ฐ„: 2027๋…„ 1์›” 1์ผ ~ 2027๋…„ 12์›” 31์ผ (1๋…„) https://buly.kr/H6k9VF1 (Dart) * ๋ณธ ๋‚ด์šฉ์€ ๋‹น์‚ฌ์˜ ์ฝ”๋ฉ˜ํŠธ ์—†์ด ๊ตญ๋‚ด์™ธ ์–ธ๋ก ์‚ฌ ๋‰ด์Šค ๋ฐ ์ „์ž๊ณต์‹œ์ž๋ฃŒ ๋“ฑ์„ ์ธ์šฉํ•œ ๊ฒƒ์œผ๋กœ ๋ณ„๋„์˜ ์Šน์ธ ์ ˆ์ฐจ ์—†์ด ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค.
29 482
19
[๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ์ „๊ธฐ์ „์ž/IT๋ถ€ํ’ˆ ์–‘์Šน์ˆ˜] LG์ด๋…ธํ… (011070): ์ˆซ์ž๋กœ ๋ฐฉ์–ดํ•˜๊ณ , ๊ธฐ์šธ๊ธฐ๋กœ ์žฌํ‰๊ฐ€๋œ๋‹ค โ–ถ 2Q26 Preview: ํ•œ๋ฒˆ ๋” ์‹ค์  ์„œํ”„๋ผ์ด์ฆˆ - 2Q26 ์—ฐ๊ฒฐ ๋งค์ถœ์•ก๊ณผ ์˜์—…์ด์ต์€ ๊ฐ๊ฐ 4์กฐ 9,697์–ต์›(+26.3% YoY), 2,039์–ต์›(+1,690.1% YoY)์œผ๋กœ ๊ธฐ์กด ์ถ”์ •์น˜ ๋Œ€๋น„ ๊ฐ๊ฐ 1.1%, 13.1% ์ƒํ–ฅ ์กฐ์ • - ์˜์—…์ด์ต ๊ธฐ์ค€ ์‹œ์žฅ ์ปจ์„ผ์„œ์Šค(1,526์–ต์›)์„ 33.7% ์ƒํšŒํ•  ์ „๋ง - ์šฐํ˜ธ์ ์ธ ํ™˜์œจ ํšจ๊ณผ์™€ ๊ฒฌ์กฐํ•œ iPhone ๋ฌผ๋™๋Ÿ‰์ด ๋งž๋ฌผ๋ฆฌ๋ฉฐ ๊ด‘ํ•™์†”๋ฃจ์…˜ ์‚ฌ์—…๋ถ€์˜ ์ˆ˜์ต์„ฑ์ด ์‹œ์žฅ ๊ธฐ๋Œ€์น˜๋ฅผ ์žฌ์ฐจ ์ƒํšŒํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ - ํŒจํ‚ค์ง€์†”๋ฃจ์…˜ ์‚ฌ์—…๋ถ€ ๋˜ํ•œ iPhone ์ถœํ•˜ ํ™•๋Œ€์— ๋”ฐ๋ฅธ RF-SiP ์„ฑ์žฅ์œผ๋กœ ํ’€๊ฐ€๋™ ๊ธฐ์กฐ๊ฐ€ ์ง€์†๋˜๋Š” ๊ฐ€์šด๋ฐ, ์ „๋ฐฉ์œ„์ ์ธ ํŒ๊ฐ€ ์ „๊ฐ€๊ฐ€ ๋ณธ๊ฒฉํ™”๋˜๋ฉฐ ์ˆ˜์ต์„ฑ ๊ฐœ์„  ํญ์ด ํ™•๋Œ€๋  ์ „๋ง โ–ถ ์ค‘์š”ํ•œ ๊ฑด ABF ๊ธฐํŒ ์„ฑ์žฅ์˜ ๊ธฐ์šธ๊ธฐ - ABF ๊ธฐํŒ ์‹œ์žฅ์—์„œ LG์ด๋…ธํ…์€ ์—„์—ฐํ•œ ํ›„๋ฐœ์ฃผ์ž์ด๋‚˜ ๋‹น์‚ฌ๋Š” ํ–ฅํ›„ ์„ฑ์žฅ์˜ ๊ธฐ์šธ๊ธฐ ์ธก๋ฉด์—์„œ ๋™์‚ฌ์˜ ์ž ์žฌ๋ ฅ์— ์ฃผ๋ชฉ - ํŠนํžˆ ์—…๊ณ„ ์ „๋ฐ˜์˜ ์‡ผํ‹ฐ์ง€๋กœ ์„ ๋‘๊ถŒ ์—…์ฒด๋“ค์˜ Capa๊ฐ€ ์ด๋ฏธ ์ƒ๋‹น ๋ถ€๋ถ„ ์„ ์ ๋˜์–ด ์žˆ๋‹ค๋Š” ์ ์€ ๋™์‚ฌ์˜ ์‹ ๊ทœ ์ง„์ž… ๊ธฐํšŒ๋ฅผ ํ™•๋Œ€ํ•˜๋Š” ์š”์ธ์œผ๋กœ ์ž‘์šฉํ•  ์ „๋ง - ๋™์‚ฌ๋Š” RF-SiP ์‚ฌ์—…์„ ํ†ตํ•ด ์ถ•์ ํ•œ ๋ ˆํผ๋Ÿฐ์Šค๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ๋‹ค์ˆ˜์˜ ๊ณ ๊ฐ์‚ฌ์™€ ์‹ ๊ทœ ABF ๊ธฐํŒ ๊ณต๊ธ‰์„ ๋…ผ์˜ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ผ๋ถ€ ๊ณ ๊ฐ์‚ฌ์™€๋Š” LTA ์ฒด๊ฒฐ ๊ฐ€๋Šฅ์„ฑ๋„ ๋†’์€ ๊ฒƒ์œผ๋กœ ํŒŒ์•… - ๋˜ํ•œ ๊ณ ๊ฐ์‚ฌ ์š”์ฒญ์— ๋”ฐ๋ฅธ ์‹ ๊ทœ ์ฆ์„ค๋„ ์ถ”์ง„ ์ค‘. ๋‹น์‚ฌ๊ฐ€ ์ถ”์ •ํ•˜๋Š” ABF ๊ธฐํŒ ๊ด€๋ จ ๋™์‚ฌ์˜ Capex ๊ทœ๋ชจ๋Š” ์•ฝ 2์กฐ์› ์•ˆํŒŽ์œผ๋กœ, ์ด์ „ ์—…์‚ฌ์ดํด ๋‹น์‹œ ํˆฌ์ž ๊ทœ๋ชจ์ธ 4,000์–ต์›์„ ํฌ๊ฒŒ ์ƒํšŒํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ - ์ œํ’ˆ ๋ฏน์Šค ์ธก๋ฉด์—์„œ๋„ ์˜ฌํ•ด๋Š” PC์šฉ CPU ๋ฐ AIํ–ฅ ์ œํ’ˆ ๋‚ด 50body, 10L ์ค‘๋ฐ˜์˜ ์ƒ๋Œ€์ ์œผ๋กœ ์ง„์ž… ๋‚œ์ด๋„๊ฐ€ ๋‚ฎ์€ ์ œํ’ˆ์ด ์ฃผ๋ ฅ์ด๋‚˜, ๋‚ด๋…„ ๋ง๋ถ€ํ„ฐ๋Š” ASIC ๋ฐ ๋„คํŠธ์›Œํฌ ์ œํ’ˆ ์ค‘์‹ฌ 80body ์ด์ƒ, 20L ์ด์ƒ์˜ ๊ณ ๋ถ€๊ฐ€ ์ œํ’ˆ์œผ๋กœ ๊ณต๊ธ‰ ๋ฒ”์œ„๊ฐ€ ํ™•๋Œ€๋  ์ „๋ง โ–ถ ํˆฌ์ž์˜๊ฒฌ Buy, ์ ์ •์ฃผ๊ฐ€ 140๋งŒ์› ์œ ์ง€ - ์ตœ๊ทผ ์Šค๋งˆํŠธํฐ ๊ณ ๊ฐ์‚ฌ์˜ ํŒ๊ฐ€ ์ƒ์Šน์— ๋”ฐ๋ฅธ ์ˆ˜์š” ๋‘”ํ™”์™€ CR ํ™•๋Œ€ ์šฐ๋ ค๋กœ ๋™์‚ฌ ์ฃผ๊ฐ€๊ฐ€ ํฌ๊ฒŒ ์กฐ์ • - ๊ทธ๋Ÿฌ๋‚˜ ๋™์‚ฌ๋Š” ๋‹ค๋ฅธ ๋ฐธ๋ฅ˜์ฒด์ธ๊ณผ ๋‹ฌ๋ฆฌ ๊ฐ€๋ณ€์กฐ๋ฆฌ๊ฐœ๋ผ๋Š” ๋ช…ํ™•ํ•œ ํŒ๊ฐ€ ์ธ์ƒ ์š”์ธ์„ ํ™•๋ณดํ•˜๊ณ  ์žˆ์–ด, ๊ณ ๊ฐ์‚ฌ์˜ ์›๊ฐ€ ์ ˆ๊ฐ ์••๋ ฅ ์†์—์„œ๋„ ์ƒ๋Œ€์ ์œผ๋กœ ์ฐจ๋ณ„ํ™”๋œ ์ˆ˜์ต์„ฑ ๋ฐฉ์–ด๊ฐ€ ๊ฐ€๋Šฅํ•  ์ „๋ง - ๋˜ํ•œ ์˜ฌํ•ด ์ ์œ ์œจ์ด ์ผ๋ถ€ ์ƒ์Šนํ•œ ๊ฒƒ์œผ๋กœ ํŒŒ์•…๋˜๋Š” ๋งŒํผ, ์ˆ˜์š” ๋‘”ํ™”์— ๋”ฐ๋ฅธ ๋ฌผ๋Ÿ‰ ๊ฐ์†Œ ์˜ํ–ฅ์„ ์ผ๋ถ€ ์ƒ์‡„ํ•  ์ˆ˜ ์žˆ์„ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ - ๋˜ํ•œ ์•ž์„œ ์–ธ๊ธ‰ํ–ˆ๋“ฏ LG์ด๋…ธํ…์ด ABF ๊ธฐํŒ ์‹œ์žฅ์˜ ํ›„๋ฐœ์ฃผ์ž์ž„์€ ๋ถ„๋ช…ํ•˜๋‚˜ ์ฃผ๊ฐ€ ์ธก๋ฉด์—์„œ๋Š” ์‹ ๊ทœ ๊ณ ๊ฐ ํ™•๋ณด, ๋Œ€๊ทœ๋ชจ ์ฆ์„ค, ์ œํ’ˆ ๊ณ ๋„ํ™”๊ฐ€ ๋™์‹œ์— ์ง„ํ–‰๋˜๋Š” ABF ๊ธฐํŒ ์‚ฌ์—…์˜ ์„ฑ์žฅ ๊ธฐ์šธ๊ธฐ์— ์ฃผ๋ชฉํ•  ํ•„์š”๊ฐ€ ์žˆ๋‹ค๋Š” ํŒ๋‹จ - ํ–ฅํ›„ ๊ณ ๊ฐ์‚ฌ ํ™•๋Œ€, LTA ์ฒด๊ฒฐ, ์ฆ์„ค ๊ณ„ํš ๋ฐœํ‘œ ๋ฐ ๊ณ ๋ถ€๊ฐ€ ์ œํ’ˆ ๊ณต๊ธ‰ ์„ฑ๊ณผ๊ฐ€ ํ™•์ธ๋  ๊ฒฝ์šฐ, Tier1 ์—…์ฒด๋“ค๊ณผ์˜ ๋ฐธ๋ฅ˜์—์ด์…˜ ๊ฒฉ์ฐจ ์ถ•์†Œ๋ฅผ ๊ธฐ๋Œ€ - ํˆฌ์ž์˜๊ฒฌ Buy์™€ ์ ์ •์ฃผ๊ฐ€ 140๋งŒ์›(โ€˜27๋…„ EPS 48,365์›* Target PER 28.1๋ฐฐ, ๋Œ€๋งŒ ABF Peer 3์‚ฌ ํ‰๊ท  20% ํ• ์ธ)์„ ์œ ์ง€ https://buly.kr/C0CB1rn (๋งํฌ) *๋™ ์ž๋ฃŒ๋Š” Compliance ๊ทœ์ •์„ ์ค€์ˆ˜ํ•˜์—ฌ ์‚ฌ์ „ ๊ณตํ‘œ๋œ ์ž๋ฃŒ์ด๋ฉฐ, ๊ณ ๊ฐ์˜ ์ฆ๊ถŒํˆฌ์ž๊ฒฐ๊ณผ์— ๋Œ€ํ•œ ๋ฒ•์  ์ฑ…์ž„์†Œ์žฌ์˜ ์ฆ๋น™์ž๋ฃŒ๋กœ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
6 593
20
Meritz Overnight Tech 2026. 6. 30 (ํ™”) [๋ฉ”๋ฆฌ์ธ ์ฆ๊ถŒ ๋ฐ˜๋„์ฒด/๋””์Šคํ”Œ๋ ˆ์ด ๊น€์„ ์šฐ] โ˜… ๋ฉ”๋ชจ๋ฆฌ ์ŠคํŒŸ๊ฐ€๊ฒฉ DRAM(DDR4 8Gb: 1D 0.00%, 1W 0.00%, 1M +8.19%) (DDR5 16Gb: 1D 0.00%, 1W +1.23%, 1M +12.16%) NAND(MLC 64Gb: 1D +3.14%, 1W +3.14%, 1M +34.07%) โ˜… ๋ฐ˜๋„์ฒด/๋””์Šคํ”Œ๋ ˆ์ด ์ฃผ์š” ๋‰ด์Šค ํ”Œ๋กœ์šฐ ์‚ผ์„ฑ, ๋ฏธ๋ž˜ ์„ฑ์žฅ ์œ„ํ•ด 2,655์กฐ์› ํˆฌ์ž...๋ฐ˜๋„์ฒด ํด๋Ÿฌ์Šคํ„ฐ ์œก์„ฑ(ํ‰ํƒ/์šฉ์ธ) ๋“ฑ์— 2,030์กฐ์› (์‚ผ์„ฑ์ „์ž ๋‰ด์Šค๋ฃธ) https://buly.kr/2UlG3mK SK, ์ „๊ตญ AI ์ธํ”„๋ผ ๊ตฌ์ถ• ๋ณธ๊ฒฉํ™”โ€ฆ โ€œAI ์†Œ๋น„๊ตญ์„œ ์ˆ˜์ถœ๊ตญ์œผ๋กœโ€...15GW ๊ทœ๋ชจ AI DC์™€ ๋ฐ˜๋„์ฒด ์ƒ์‚ฐ๋ฒจํŠธ ๋‹จ๊ณ„์  ๊ตฌ์ถ• (SKํ•˜์ด๋‹‰์Šค ๋‰ด์Šค๋ฃธ) https://buly.kr/E7BGneC ไธญ CXMT, ํ…์„ผํŠธ์™€ 30์–ต๋‹ฌ๋Ÿฌ ๊ทœ๋ชจ ๋ฉ”๋ชจ๋ฆฌ ๊ณต๊ธ‰ ๊ณ„์•ฝ ์ฒด๊ฒฐ (Reuters) https://buly.kr/APxMCRe ๆ—ฅ ๊ต์„ธ๋ผ, ๋ฐ˜๋„์ฒด ์žฅ๋น„ยท๋ฐ์ดํ„ฐ์„ผํ„ฐ ๋ถ€ํ’ˆ์— 6,500์–ต์—” ํˆฌ์ž (Digitimes asia) https://buly.kr/5UK8jqK ็พŽ ์†Œ๋น„์ž๋“ค, ์‚ผ์„ฑ์ „์žยทSKํ•˜์ด๋‹‰์Šคยท๋งˆ์ดํฌ๋ก  โ€˜D๋žจ ๊ฐ€๊ฒฉ๋‹ดํ•ฉโ€™ ์ฃผ์žฅโ€ฆ ์†Œ์†ก ์ œ๊ธฐ (์กฐ์„ ๋น„์ฆˆ) https://buly.kr/7bJEVPn ๋ฐ”์ด๋‘, AI ์นฉ ์žํšŒ์‚ฌ Kunlunxin 500์–ต๋‹ฌ๋Ÿฌ ๊ธฐ์—…๊ฐ€์น˜๋กœ ํ™์ฝฉ IPO ์ถ”์ง„ (CNBC) https://buly.kr/Awhd8kA ไธญ ๋””์Šคํ”Œ๋ ˆ์ด ์—…์ฒด HKC, ์„ธ ๋ฒˆ์งธ ๋„์ „ ๋ ์ƒ์žฅโ€ฆ้Ÿ“ ์žฅ๋น„์‚ฌ ์ˆ˜ํ˜œ ๊ธฐ๋Œ€ (TheElec) https://buly.kr/H6k9TZA โ˜… ์ „์ผ ํ•ด์™ธ ๊ด€๋ จ์—…์ฒด ์ฃผ์š” ์ฃผ๊ฐ€๋“ฑ๋ฝ (2%p ์ด์ƒ) ์‚ผ์„ฑ์ „์ž(-4.9%), Western Digital(+11.2%), Sony(+3.1%), Lenovo(-9.2%), Intel(+2.6%), Marvell(+4.1%), AMD(+3.4%), DBํ•˜์ดํ…(-9.3%), SMIC(+6%), BOE(+2.1%), LG๋””์Šคํ”Œ๋ ˆ์ด(+5.5%), AUO(+9.5%), Sharp(+4.5%), ์›์ต IPS(-2.9%), ์—์Šค์—ํ”„์—์ด(+7.5%), AP์‹œ์Šคํ…œ(+7%), ํ…Œ์Šค(-2%), ASML(+2.1%), AMAT(+10.8%), KLA(+12%), LAM Research(+8.4%), Tokyo Electron(+2.4%), ์›์ต๋จธํŠธ๋ฆฌ์–ผ์ฆˆ(+9.7%), ์†”๋ธŒ๋ ˆ์ธ(+2.9%), Air Product(-2.3%), ๋•์‚ฐ๋„ค์˜ค๋ฃฉ์Šค(+8.4%), ์ด๋…น์Šค์ฒจ๋‹จ์†Œ์žฌ(+11.5%), ์‚ผ์„ฑ์ „๊ธฐ(+2.3%), Yageo(+2.5%), ์‚ผ์„ฑSDI(+12.5%), LG์—๋„ˆ์ง€์†”๋ฃจ์…˜(+20.8%), CATL(+3%), Panasonic(-3.2%) (์ž๋ฃŒ: Bloomberg, DRAMeXchange, ์–ธ๋ก ์ž๋ฃŒ) *๋™ ์ž๋ฃŒ๋Š” Compliance ๊ทœ์ •์„ ์ค€์ˆ˜ํ•˜์—ฌ ์‚ฌ์ „ ๊ณตํ‘œ๋œ ์ž๋ฃŒ์ด๋ฉฐ, ๊ณ ๊ฐ์˜ ์ฆ๊ถŒํˆฌ์ž๊ฒฐ๊ณผ์— ๋Œ€ํ•œ ๋ฒ•์  ์ฑ…์ž„์†Œ์žฌ์˜ ์ฆ๋น™์ž๋ฃŒ๋กœ ์‚ฌ์šฉ๋  ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
2 825
[๋ฉ”๋ฆฌ์ธ  Tech ๊น€์„ ์šฐ, ์–‘์Šน์ˆ˜, ๊น€๋™๊ด€] - Statistics & analytics of Telegram channel @meritz_tech