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๋”˜์Šคํ‹ฐ์ปค Dean's Ticker

๋”˜์Šคํ‹ฐ์ปค Dean's Ticker

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์˜จ๊ฐ– ์‹œ์žฅ, ์„นํ„ฐ, ์ข…๋ชฉ์„ ๋‹ค๋ฃน๋‹ˆ๋‹ค โ–ถ๏ธ ๋ฌธ์˜ : deansticker2025@gmail.com โ–ถ๏ธ ๋ธ”๋กœ๊ทธ : blog.naver.com/ddeean โ–ถ๏ธ X : https://x.com/Deansticker โ€ป์ด ์ฑ„๋„์˜ ํ”ผ๋“œ๋Š” ์ฆ์‹œ ๊ด€๋ จ ์†Œ์‹๊ณผ ์˜๊ฒฌ์„ ์ œ์‹œํ•  ๋ฟ ์ง์ ‘์ ์ธ ๋งค์ˆ˜ยท๋งค๋„๋ฅผ ๊ถŒํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

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๐Ÿ“ˆ Analytical overview of Telegram channel ๋”˜์Šคํ‹ฐ์ปค Dean's Ticker

Channel ๋”˜์Šคํ‹ฐ์ปค Dean's Ticker (@d_ticker) in the Korean language segment is an active participant. Currently, the community unites 13 067 subscribers, ranking 9 543 in the Economy & Finance category and 395 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 13 067 subscribers.

According to the latest data from 10 June, 2026, the channel demonstrates stable activity. Although there has been a change in the number of participants by 683 over the last 30 days and by -9 over the last 24 hours, overall reach remains high.

  • Verification status: Not verified
  • Engagement rate (ER): The average audience engagement rate is 89.04%. Within the first 24 hours after publication, content typically collects 92.69% reactions from the total number of subscribers.
  • Post reach: On average, each post receives 11 617 views. Within the first day, a publication typically gains 12 093 views.
  • Reactions and interaction: The audience actively supports content: the average number of reactions per post is 32.

๐Ÿ“ Description and content policy

The author describes the resource as a platform for expressing subjective opinions:
โ€œ์˜จ๊ฐ– ์‹œ์žฅ, ์„นํ„ฐ, ์ข…๋ชฉ์„ ๋‹ค๋ฃน๋‹ˆ๋‹ค โ–ถ๏ธ ๋ฌธ์˜ : deansticker2025@gmail.com โ–ถ๏ธ ๋ธ”๋กœ๊ทธ : blog.naver.com/ddeean โ–ถ๏ธ X : https://x.com/Deansticker โ€ป์ด ์ฑ„๋„์˜ ํ”ผ๋“œ๋Š” ์ฆ์‹œ ๊ด€๋ จ ์†Œ์‹๊ณผ ์˜๊ฒฌ์„ ์ œ์‹œํ•  ๋ฟ ์ง์ ‘์ ์ธ ๋งค์ˆ˜ยท๋งค๋„๋ฅผ ๊ถŒํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.โ€

Thanks to the high frequency of updates (latest data received on 11 June, 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 Economy & Finance category.

13 067
Subscribers
-924 hours
+2467 days
+68330 days
Posts Archive
์ตœ๊ทผ์— ์‚ผ์„ฑ ํŒŒ์šด๋“œ๋ฆฌ๊ฐ€ ๋น„์•ผ๋”” ๋“ฑ ์ค‘๊ตญ ๋Œ€ํ˜• ์ „๊ธฐ์ฐจ ์—…์ฒด์˜ ์ฐจ๋Ÿ‰์šฉ SoC 2ยท4๋‚˜๋…ธ ์ˆ˜์ฃผ๋„ ํ™•๋ณดํ–ˆ๋‹ค๋Š” ๋ณด๋„๊ฐ€ ์žˆ์—ˆ๋Š”๋ฐ์š” ๋ฏธ๊ตญ์˜ ๋Œ€์ค‘ ์ œ์žฌ์— AI ์นฉ ์ˆ˜์ฃผ์—๋Š” ์™„์ „ํ•œ ์ œ์•ฝ์ด ๊ฑธ๋ฆฌ์ง€๋งŒ SoC๋Š” ์™„์ „ํ•œ ๊ทœ์ œ ๋Œ€์ƒ์€ ์•„๋‹Œ ๊ฒƒ์œผ๋กœ ๋ณด์ž…๋‹ˆ๋‹ค. ๋ญ๊ฐ€ ๋๋“  ์ด๋Ÿฐ ๋ ˆํผ๋Ÿฐ์Šค๊ฐ€ ์Œ“์ด๋Š” ๊ฑด ์ค‘์š”ํ•˜์ง€๋งŒ ๊ฒฐ๊ตญ โ€˜3D ICโ€™๋ฅผ ๋ฐ›์•„์˜ค๋Š”์ง€๊ฐ€ ์ œ์ผ ์ค‘์š”ํ•˜๊ธด ํ•ฉ๋‹ˆ๋‹ค. ๊ทธ๋Ÿฌ๊ธฐ ์œ„ํ•ด์„œ๋Š” ์ผ๋‹จ ์ตœ์„ ๋‹จ(2๋‚˜๋…ธ) ์ „๊ณต์ •์˜ ๊ธฐ์ˆ  ์‹ ๋ขฐ์„ฑ์ด ๋’ท๋ฐ›์นจ๋ผ์•ผ ํ•˜๊ณ ์š”. ์ค‘๊ตญ์—์„œ๋„ AI ๊ตฐ๋น„ ๊ฒฝ์Ÿ์— ๋”ฐ๋ฅธ ํŒŒ์šด๋“œ๋ฆฌ ์ˆ˜์ฃผ๊ฐ€ ๋‚˜์˜ค๋ฉด์„œ ์‚ผ์„ฑ์˜ ๊ธฐ์ˆ  ์„ฑ์ˆ™๋„ ํ–ฅ์ƒ์— ๋„์›€์ด ๋˜๋Š” ๋ ˆํผ๋Ÿฐ์Šค๊ฐ€ ๋งŒ๋“ค์–ด์ง€๋Š” ๊ฒƒ์€ ๋ถ„๋ช…ํ•ด ๋ณด์ž…๋‹ˆ๋‹ค https://n.news.naver.com/article/011/0004626686?type=journalists

์ œ๊ฐ€ ์ƒ๊ฐํ•˜๋Š” ํ•œ๊ตญ ๋ฐ˜๋„์ฒด ์ƒํƒœ๊ณ„์˜ ๊ฐ€์žฅ ์ด์ƒ์ ์ธ ์‹œ๋‚˜๋ฆฌ์˜ค๋Š” ๊ฒฐ๊ตญ ๋Œ€๋งŒ์˜ OSAT ์ƒํƒœ๊ณ„์ฒ˜๋Ÿผ ํฌ๋Š” ๋ฐฉํ–ฅ์ธ๋ฐ์š” TSMC ํ’€์บํŒŒ์— ๋”ฐ๋ฅธ ๋น…ํ…Œํฌ ๋ฌผ๋Ÿ‰ ๋‚™์ˆ˜ํšจ๊ณผ ๋ฐœ์ƒ โ†“ ์‚ผ์„ฑ ํŒŒ์šด๋“œ๋ฆฌ๊ฐ€ ์ด ๋ฌผ๋Ÿ‰์„ ๋จน์Œ(ํ…Œ์Šฌ๋ผ AI5ยท6, ์—”๋น„๋””์•„ ๊ทธ๋ก ๋“ฑ) โ†“ ์ฒจ๋‹จ ํŒจํ‚ค์ง• ์บํŒŒ ์ฆ์„ค ํ•„์š” โ†“ ๊ตญ๋‚ด OSAT(์— ์ฝ”, ๋‘์‚ฐํ…Œ์Šค๋‚˜, ๋„คํŒจ์Šค, SFA๋ฐ˜๋„์ฒด ๋“ฑ)์— ๋‚™์ˆ˜ํšจ๊ณผ โ†“ ๋ฐ˜๋„์ฒด ํ›„๊ณต์ • ์žฅ๋น„ ์ƒํƒœ๊ณ„๋„ ๋™๋ฐ˜ ์„ฑ์žฅ ๋ญ ๋Œ€๋žต ์ด๋Ÿฐ ๊ตฌ์กฐ๊ฐ€ ๊ทธ๋ ค์งˆํ…๋ฐ์š”. ๋Œ€๋งŒ์—์„œ TSMC์™€ ASE๊ฐ€ ๋ณด์—ฌ์ค€ ๊ทธ๋ฆผ์ž…๋‹ˆ๋‹ค. ๊ฒฐ๊ตญ ์ด๊ฒŒ ๋˜๋ ค๋ฉด ๋‘ ๋ฒˆ์งธ ๊ณผ์ •์ธ ์‚ผ์„ฑ ํŒŒ์šด๋“œ๋ฆฌ์˜ ์—ญํ• ์ด ์ค‘์š”ํ•ฉ๋‹ˆ๋‹ค. ์ง€๊ธˆ ๋น…ํ…Œํฌ ๋ ˆํผ๋Ÿฐ์Šค์˜ ์ˆ˜์œจ์„ ์žก์Œ์œผ๋กœ์จ ๋ฐ˜๋“œ์‹œ ์‹ ๋ขฐ์„ฑ์„ ์ž…์ฆํ•ด์•ผ ํ• ํ…Œ๊ณ ์š”. ์‚ผ์„ฑ ํŒŒ์šด๋“œ๋ฆฌ๊ฐ€ ์ตœ์„ ๋‹จ ๊ณต์ •์„ HBM ๋ฒ ์ด์Šค๋‹ค์ด์— ๋จผ์ € ์ ์šฉํ•˜๊ณ  ์„ฑ์ˆ™ํ™”ํ•˜๋Š” ๊ตฌ์กฐ๊ฐ€ ๋‚˜์˜ค๊ณ  ์žˆ์–ด, ์ด์ „๋ณด๋‹ค๋Š” ํ™•์‹คํžˆ ์‹ค๋ ฅ์ด ์˜ฌ๋ผ์˜จ ๋А๋‚Œ์ด ์žˆ๊ธด ํ•ฉ๋‹ˆ๋‹ค.

๊ฒฐ๊ตญ ์‚ผ์„ฑ์ด ์ฒจ๋‹จ ํŒจํ‚ค์ง• ์—ญ๋Ÿ‰์„ ๋นจ๋ฆฌ ์˜ฌ๋ ค์•ผ TPU๋‚˜ GPU ๊ฐ™์€ 3D IC์˜ ํŒŒ์šด๋“œ๋ฆฌ ์ˆ˜์ฃผ๊ฐ€ ๊ฐ€๋Šฅํ•˜์ง€ ์•Š์„๊นŒ ์‹ถ์Šต๋‹ˆ๋‹ค ์‚ผ์„ฑ์˜ ์ฒจ๋‹จ ํŒจํ‚ค์ง• ๊ธฐ์ˆ ์€ Cube๋ผ ๋ถ€๋ฅด๋Š”๋ฐ ํ˜„์žฌ 3D Cube๊นŒ์ง€ ๋ฐœ์ „ํ•œ ์ƒํƒœ์ด๋ฉฐ, ์‹ค๋ฆฌ์ฝ˜ ์ธํ„ฐํฌ์ €๋ฅผ
๊ฒฐ๊ตญ ์‚ผ์„ฑ์ด ์ฒจ๋‹จ ํŒจํ‚ค์ง• ์—ญ๋Ÿ‰์„ ๋นจ๋ฆฌ ์˜ฌ๋ ค์•ผ TPU๋‚˜ GPU ๊ฐ™์€ 3D IC์˜ ํŒŒ์šด๋“œ๋ฆฌ ์ˆ˜์ฃผ๊ฐ€ ๊ฐ€๋Šฅํ•˜์ง€ ์•Š์„๊นŒ ์‹ถ์Šต๋‹ˆ๋‹ค ์‚ผ์„ฑ์˜ ์ฒจ๋‹จ ํŒจํ‚ค์ง• ๊ธฐ์ˆ ์€ Cube๋ผ ๋ถ€๋ฅด๋Š”๋ฐ ํ˜„์žฌ 3D Cube๊นŒ์ง€ ๋ฐœ์ „ํ•œ ์ƒํƒœ์ด๋ฉฐ, ์‹ค๋ฆฌ์ฝ˜ ์ธํ„ฐํฌ์ €๋ฅผ ํ™œ์šฉํ•˜๋Š” ๊ฒƒ์œผ๋กœ TSMC์˜ CoWoS ๊ณต๋ฒ•๊ณผ ๋™์ผํ•œ ๊ธฐ์ˆ ๋กœ ์•Œ๋ ค์ ธ ์žˆ์Šต๋‹ˆ๋‹ค https://semiconductor.samsung.com/kr/news-events/tech-blog/advanced-packaging-and-the-shift-to-system-level-semiconductor-innovation/

TPU ํ˜„ํ–‰์ด 8์„ธ๋Œ€์ธ๋ฐ ์ด๋ณด๋‹ค ๋‘ ์„ธ๋Œ€ ์ดํ›„์ธ 10์„ธ๋Œ€ ์„ค๊ณ„์— ์žˆ์–ด ์‚ผ์„ฑ ํŒŒ์šด๋“œ๋ฆฌ 2N๋ฅผ ์‚ฌ์šฉํ•œ๋‹ค๋Š” ๋‚ด์šฉ์ž…๋‹ˆ๋‹ค. ๊ทธ๋Ÿฐ๋ฐ ์ด๊ฒŒ ์—ฐ์‚ฐ ์ฝ”์–ด๊ฐ€ ์•„๋‹ˆ๋ผ ๋ฉ”๋ชจ๋ฆฌ I/O๋ผ๊ณ  ํ•ฉ๋‹ˆ๋‹ค... ํ˜ธ๋“ค๊ฐ‘ ๋–จ ๋‚ด์šฉ์€ ์•„๋‹Œ ๋“ฏ์š”

๋””์ธํฌ๋ฉ”์ด์…˜์—์„œ ์‚ผ์„ฑ ์–˜๊ธฐ๊ฐ€ ๋‚˜์™€์„œ ์œ ๋ฃŒ ๊ธฐ์‚ฌ ๋‚ด์šฉ ๊ณต์œ ๋“œ๋ฆฝ๋‹ˆ๋‹ค <๊ตฌ๊ธ€, ์ฐจ์„ธ๋Œ€ AI ์นฉ ๊ฐœ๋ฐœ ์‚ผ์„ฑ์— ์˜์ง€ํ•œ๋‹ค> ๊ตฌ๊ธ€์ด ์บํŒŒ ๋ถ€์กฑ ์‚ฌํƒœ๋กœ TSMC ์ด์™ธ ๊ณต๊ธ‰์ฒ˜ ๋ชจ์ƒ‰ํ•˜๊ฒŒ ๋๋‹ค. ์ด์— ์ฐจ์„ธ๋Œ€ AI ์นฉ ์ค‘ ํ•˜๋‚˜์˜ ๋ถ€ํ’ˆ ์ œ์กฐ์— ์žˆ์–ด ์‚ผ์„ฑ์ „์ž์— ํ•ต์‹ฌ ์—ญํ•  ๋งก๊ธฐ๋Š” ๋ฐฉ์•ˆ์„ ๊ฒ€ํ†  ์ค‘์ด๋‹ค. ๋‘ ๋ช…์˜ ๊ด€๊ณ„์ž์— ๋”ฐ๋ฅด๋ฉด ๊ตฌ๊ธ€์€ 10์„ธ๋Œ€ TPU(์ฝ”๋“œ๋ช… : ์•„์ด์Šคํ”ผ์‰ฌ)๋ฅผ ์‚ผ์„ฑ์˜ 2N ๊ธฐ์ˆ ๋กœ ์ œ์กฐํ•˜๊ธฐ ์œ„ํ•ด ์‚ผ์„ฑ๊ณผ ํ˜‘์ƒ์„ ์ง„ํ–‰ ์ค‘์ด๋‹ค. ๊ตฌ๊ธ€์€ ์•„์ด์Šคํ”ผ์‰ฌ์˜ ํ•ต์‹ฌ ๋ถ€ํ’ˆ์ธ ์—ฐ์‚ฐ ์—”์ง„์€ TSMC 1.4๋‚˜๋…ธ์—์„œ ์ƒ์‚ฐํ•˜๊ณ , ์‚ผ์„ฑ์€ ๋ฉ”์ธ ํ”„๋กœ์„ธ์„œ์™€ ๋ฉ”๋ชจ๋ฆฌ๋ฅผ ์—ฐ๊ฒฐํ•˜๋Š” ๋ณ„๋„์˜ ์‹ค๋ฆฌ์ฝ˜ ์นฉ์ธ ๋ฉ”๋ชจ๋ฆฌ I/O ๋‹ค์ด๋ฅผ ์ƒ์‚ฐํ•  ๊ฐ€๋Šฅ์„ฑ์ด ์žˆ๋‹ค๊ณ  ํ•œ๋‹ค. ์•„์ด์Šคํ”ผ์‰ฌ๋Š” ๋น ๋ฅด๋ฉด 2028๋…„์— ์–‘์‚ฐ์— ๋“ค์–ด๊ฐˆ ์ˆ˜ ์žˆ์ง€๋งŒ ์•„์ง ์„ค๊ณ„ ๋‹จ๊ณ„์— ์žˆ์–ด ๊ณ„ํš์€ ๋ณ€๊ฒฝ๋  ์ˆ˜ ์žˆ๋‹ค. ๊ตฌ๊ธ€์€ ๋ฏธ๋””์–ดํ…๊ณผ ํ˜‘์—…ํ•ด 10์„ธ๋Œ€ TPU ์„ค๊ณ„๋ฅผ ์ง„ํ–‰ ์ค‘์ด๋‹ค.

[๋‹จ๋…] LG, 4000์–ต ๋“ค์—ฌ ๊ตญ๋‚ด ์ฒซ โ€˜๋กœ๋ด‡ ํ›ˆ๋ จ์†Œโ€™ ์ง“๋Š”๋‹ค 11์ผ ํ…Œํฌ ์—…๊ณ„์— ๋”ฐ๋ฅด๋ฉด, LG์ „์ž๋Š” ์ง€๋‚œ๋‹ฌ๋ถ€ํ„ฐ ์„œ์šธ ์„œ์ดˆ๊ตฌ ์–‘์žฌR&D์บ ํผ์Šค๋ฅผ ๋กœ๋ด‡ ๋ฐ์ดํ„ฐ ํŒฉํ† ๋ฆฌ๋กœ ์ „ํ™˜ํ•˜๊ธฐ ์œ„ํ•œ ์ „๋ ฅ ์ธํ”„๋ผ ๊ตฌ์ถ•๊ณผ ๊ณต์‚ฌ๋ฅผ ์ง„ํ–‰ํ•˜๊ณ  ์žˆ๋‹ค. ์ง€ํ•˜ 1์ธต๋ถ€ํ„ฐ ์ง€์ƒ 3์ธต๊นŒ์ง€ ์ด 4๊ฐœ ์ธต, ์—ฐ๋ฉด์  1๋งŒํ‰ ๊ทœ๋ชจ๋‹ค. LG์ „์ž๋Š” ์ด๋ฅด๋ฉด ๋‚ด๋‹ฌ ํด๋กœ์ด๋“œ 100๋Œ€๋ฅผ ํˆฌ์ž…ํ•ด ๋ฐ์ดํ„ฐ ํŒฉํ† ๋ฆฌ ์šด์˜์„ ์‹œ์ž‘ํ•˜๊ณ , ์—ฐ๋‚ด ๋กœ๋ด‡ ๋Œ€์ˆ˜๋ฅผ 300๋Œ€๊นŒ์ง€ ํ™•๋Œ€ํ•  ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์กŒ๋‹ค. http://n.news.naver.com/mnews/article/023/0003981507

7์กฐ KDDX ์ˆ˜์ฃผ์ „, ํ•œํ™”์˜ค์…˜์ด ๋”ฐ๋ƒˆ๋‹ค... ํ˜„์ค‘ 0.5์ ์ฐจ๋กœ ๋–จ์–ด์ ธ HDํ˜„๋Œ€์ค‘๊ณต์—…๊ณผ ํ•œํ™”์˜ค์…˜์ด ์น˜์—ดํ•˜๊ฒŒ ์ˆ˜์ฃผ์ „์„ ํŽผ์ณ์˜จ ํ•œ๊ตญํ˜• ์ฐจ๊ธฐ ๊ตฌ์ถ•ํ•จ(KDDX)์˜ ์ƒ์„ธ์„ค๊ณ„ ๋ฐ ์„ ๋„ํ•จ(1๋ฒˆํ•จ) ๊ฑด์กฐ ์‚ฌ์—…์ž๊ฐ€ ํ•œํ™”์˜ค์…˜์œผ๋กœ ์‚ฌ์‹ค์ƒ ๊ฒฐ์ •๋๋‹ค. ๋‹ค๋งŒ ์ตœ์ข… ์ ์ˆ˜ ์ฐจ๊ฐ€ 0.5์ ์— ๊ทธ์นœ ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์ง€๋ฉด์„œ, HDํ˜„๋Œ€์ค‘๊ณต์—…์— ์ ์šฉ๋œ โ€˜1.2์  ๋ณด์•ˆ ๊ฐ์ โ€™์ด ๋‹น๋ฝ์„ ๊ฐˆ๋ž๋‹ค๋Š” ํ‰๊ฐ€๊ฐ€ ๋‚˜์˜จ๋‹ค. https://n.news.naver.com/article/023/0003981471?sid=101

์ตœํƒœ์› ํšŒ์žฅ์ด ๋” ๊ฐ•๋ ฅํ•œ ๋ฉ”๋ชจ๋ฆฌ ์บํŒŒ ์ „๋ง์„ ์ œ์‹œํ–ˆ์Šต๋‹ˆ๋‹ค (์ปดํ“จํ…์Šค 2026 ไธญ) "ํ–ฅํ›„ 5๋…„๊ฐ„ ์บํŒŒ๋Š” 2๋ฐฐ ์ฆ๊ฐ€ํ•  ๊ฒƒ" โ†“ (๋‹›์ผ€์ด ์•„์‹œ์•„ ํฌ๋Ÿผ ไธญ) "์†”์งํžˆ ๋งํ•˜๋ฉด 2034๋…„๊ฒฝ ์บํŒŒ๋Š” 3๋ฐฐ ๋Š˜์–ด๋‚  ๊ฒƒ" ์˜ค๋Š˜ ์•„์นจ ๋‹›์ผ€์ด ์‹ ๋ฌธ๊ณผ์˜ ์ธํ„ฐ๋ทฐ์™€ ๋ณ„๊ฐœ๋กœ ์–ธ๊ธ‰ํ•œ ๋ฐœ์–ธ์ด๋ผ๊ณ  ํ•ฉ๋‹ˆ๋‹ค. https://asia.nikkei.com/editor-s-picks/interview/sk-hynix-to-triple-wafer-capacity-by-2034-chairman-chey2

์†Œํ”„ํŠธ๋ฑ…ํฌ, ์˜คํ”ˆAI ์ฃผ์‹๋‹ด๋ณด๋Œ€์ถœ ์ฐจ์งˆ ์†Œ๋ฑ…์ด ์˜คํ”ˆAI ์ง€๋ถ„์œผ๋กœ ์ตœ๋Œ€ $6B์˜ ์ฃผ์‹๋‹ด๋ณด๋Œ€์ถœ(๋งˆ์ง„ ๋ก )์„ ๋ฐ›์œผ๋ ค๊ณ  ํ–ˆ์œผ๋‚˜ ํ˜‘์ƒ์ด ๊ต์ฐฉ ์ƒํƒœ์— ๋น ์กŒ๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค. ์ด๋ฏธ ์†Œํ”„ํŠธ๋ฑ…ํฌ๋Š” ์ฑ„๊ถŒ๋‹จ๋“ค์ด ๋น„์ƒ์žฅ AI ๊ธฐ์—…์˜ ๋†’์€ ๊ฐ€์น˜ ํ‰๊ฐ€์— ๋‚œ์ƒ‰์„ ํ‘œํ•˜์ž ์กฐ๋‹ฌ ๋ชฉํ‘œ์•ก์„ $6B๋กœ ๋‚ฎ์ถฐ ์žฌํ˜‘์ƒ์„ ์ง„ํ–‰ํ•ด์™”๊ณ  $5B ์ •๋„ ํ™•์•ฝ์„ ๋ฐ›์•„๋ƒˆ์œผ๋‚˜ ์ตœ์ข… ํ•ฉ์˜์— ์ด๋ฅด์ง€ ๋ชปํ–ˆ๋‹ค๊ณ  ํ•ฉ๋‹ˆ๋‹ค. https://www.bloomberg.com/news/articles/2026-06-10/softbank-s-attempt-to-get-6-billion-openai-margin-loan-stalls

์—…๊ณ„์—์„œ๋Š” ์‚ผ์„ฑ์ „์ž์™€ ์ดํƒˆ๋ฆฌ์•„๊ณ„ ๋ฐ˜๋„์ฒด ๊ธฐ์—… ST๋งˆ์ดํฌ๋กœ์ผ๋ ‰ํŠธ๋กœ๋‹‰์Šค ๊ฐ„ ํ˜‘์—… ํ™•๋Œ€ ๊ฐ€๋Šฅ์„ฑ์— ์ฃผ๋ชฉํ•˜๊ณ  ์žˆ๋‹ค. ST๋งˆ์ดํฌ๋กœ๋Š” ํ˜„์žฌ ์‚ผ์„ฑ์ „์ž ํŒŒ์šด๋“œ๋ฆฌ์˜ 18๋‚˜๋…ธ๋ฏธํ„ฐ(ใŽšยท10์–ต ๋ถ„์˜ 1m) ๊ณต์ •์„ ํ™œ์šฉํ•ด ์ฐจ๋Ÿ‰์šฉ ๋งˆ์ดํฌ๋กœ์ปจํŠธ๋กค๋Ÿฌ์œ ๋‹›(MCU)์„ ์ƒ์‚ฐํ•˜๊ณ  ์žˆ๋‹ค. ์ด์— ๋”ฐ๋ผ ์–‘์‚ฌ๊ฐ€ ์ฐจ๋Ÿ‰์šฉ ๋ฐ˜๋„์ฒด์— ์ด์–ด ์ตœ๊ทผ AI ๋ฐ์ดํ„ฐ์„ผํ„ฐ์˜ ํ•ต์‹ฌ ๋ถ€ํ’ˆ์œผ๋กœ ๋– ์˜ค๋ฅธ ์ „๋ ฅ๋ฐ˜๋„์ฒด ๋ถ„์•ผ์—์„œ๋„ ์ถ”๊ฐ€ ํ˜‘๋ ฅ ๋ฐฉ์•ˆ์„ ๋…ผ์˜ํ•  ์ˆ˜ ์žˆ๋‹ค๋Š” ๊ด€์ธก์ด ๋‚˜์˜จ๋‹ค. https://n.news.naver.com/article/011/0004629711?sid=101

์•„์‹์Šค, '์˜ค๋‹ˆ์ธ ์นด ํƒ€์ด๊ฑฐ' ๋ถ„์‚ฌ 7936.JP ์•„์‹์Šค ์ด์‚ฌํšŒ๋Š” 2026๋…„ 6์›” 10์ผ ์ผ๋ณธ ์‹ ๋ฐœ ๋ธŒ๋žœ๋“œ โ€˜์˜ค๋‹ˆ์ธ ์นด ํƒ€์ด๊ฑฐโ€™ ์‚ฌ์—… ๋ถ€๋ฌธ์„ 100% ์žํšŒ์‚ฌ์ธ 'OT GROUP'์— ์Šน๊ณ„ํ•˜๋Š” ๊ฐ„์ด ํก์ˆ˜ ๋ถ„ํ•  ๋ฐ ์žฌํŽธ ๋ฐฉ์นจ์„ ๊ฒฐ์˜
์•„์‹์Šค, '์˜ค๋‹ˆ์ธ ์นด ํƒ€์ด๊ฑฐ' ๋ถ„์‚ฌ 7936.JP ์•„์‹์Šค ์ด์‚ฌํšŒ๋Š” 2026๋…„ 6์›” 10์ผ ์ผ๋ณธ ์‹ ๋ฐœ ๋ธŒ๋žœ๋“œ โ€˜์˜ค๋‹ˆ์ธ ์นด ํƒ€์ด๊ฑฐโ€™ ์‚ฌ์—… ๋ถ€๋ฌธ์„ 100% ์žํšŒ์‚ฌ์ธ 'OT GROUP'์— ์Šน๊ณ„ํ•˜๋Š” ๊ฐ„์ด ํก์ˆ˜ ๋ถ„ํ•  ๋ฐ ์žฌํŽธ ๋ฐฉ์นจ์„ ๊ฒฐ์˜ ๋ถ„ํ•  ์ผ์ •์€ 2026๋…„ 10์›” 1์ผ ๊ณ„์•ฝ ์ฒด๊ฒฐ(์˜ˆ์ •), 2026๋…„ 11์›” 16์ผ OT GROUP ์ฃผ์ฃผ์ดํšŒ ์Šน์ธ(์˜ˆ์ •)์„ ๊ฑฐ์ณ 2027๋…„ 1์›” 1์ผ ํšจ๋ ฅ ๋ฐœ์ƒ ์˜ˆ์ • โ€˜์˜ค๋‹ˆ์ธ ์นด ํƒ€์ด๊ฑฐโ€™ 2025๋…„ ๋งค์ถœ์€ ยฅ136.5B(Mix : 16.8%), YoY 43% ์„ฑ์žฅ๋ฅ , ์•„์‹์Šค 5๊ฐœ ๋ถ€๋ฌธ์—์„œ ๊ฐ€์žฅ ๋†’์€ ์˜์—…์ด์ต๋ฅ ์ธ 37.7%
ํ•ด๋‹น ์†Œ์‹ ์ดํ›„ ์ฒซ ๊ฑฐ๋ž˜์ผ์ธ ์˜ค๋Š˜ 4.9% ์ƒ์Šนํ–ˆ๋‹ค๊ฐ€ 0.7% ํ•˜๋ฝ ๋งˆ๊ฐ

๊ณ ์ ๋งค๋„ ํ•˜์…จ๋‹ต๋‹ˆ๋‹ค https://n.news.naver.com/article/011/0004629639?type=main

์‚ผ์„ฑ ํŒŒ์šด๋“œ๋ฆฌ, ็พŽ ์•„ํ‚ค์•„๋‚˜ 4๋‚˜๋…ธ CPU ์ˆ˜์ฃผ https://n.news.naver.com/article/018/0006302119?sid=101

์ฝ”์Šคํ”ผ ์ง€์ˆ˜๋Š” ํ˜„ ์ถ”์„ธ ๋ ˆ๋ฒจ์„ ์ง€ํ‚ฌ ์ˆ˜ ์žˆ์„์ง€๊ฐ€ ๊ด€๊ฑด์ด๋„ค์š”
์ฝ”์Šคํ”ผ ์ง€์ˆ˜๋Š” ํ˜„ ์ถ”์„ธ ๋ ˆ๋ฒจ์„ ์ง€ํ‚ฌ ์ˆ˜ ์žˆ์„์ง€๊ฐ€ ๊ด€๊ฑด์ด๋„ค์š”

์ตœํƒœ์› โ€œ์ƒˆ ๋ฐ˜๋„์ฒด ๊ณต์žฅ ์ž…์ง€, ์ข…ํ•ฉ์  ๊ณ ๋ คํ•ด ๊ฒฐ์ •โ€ฆํ•œ๊ตญ ์•„๋‹์ˆ˜๋„โ€ ์ตœ ํšŒ์žฅ์€ 9์ผ ๋„์ฟ„ ์ œ๊ตญํ˜ธํ…”์—์„œ ์—ด๋ฆฐ ๋‹›์ผ€์ดํฌ๋Ÿผ ์ฐธ์„ ๋’ค ๊ธฐ์ž๋“ค๊ณผ ๋งŒ๋‚˜ ์šฉ์ธํด๋Ÿฌ์Šคํ„ฐ ๋ฐ˜๋„์ฒด ๊ณต์žฅ 4๊ธฐ ์™„๊ณต ๋’ค ์ฐจ๊ธฐ ๊ณต์žฅ์ž…์ง€์— ๊ด€ํ•œ ์งˆ๋ฌธ์— โ€œ์ง€๊ธˆ ๋ฐ˜๋„์ฒด ์ˆ˜์š”๊ฐ€ ์—„์ฒญ๋‚˜๊ฒŒ ๋Š˜์—ˆ๊ธฐ ๋•Œ๋ฌธ์— (๊ฑด์„ค) ๊ณ„ํš์ด ์ข€ ๋นจ๋ผ์ง€๊ธฐ๋Š” ํ–ˆ๋‹คโ€๊ณ  ์„ค๋ช…ํ–ˆ๋‹ค. ๊ทธ๋Ÿฌ๋ฉด์„œ โ€œ์šฐ๋ฆฌ๋‚˜๋ผ์—์„œ (๋ฐ˜๋„์ฒด ๊ณต์žฅ ๊ฑด์„ค์ด) ์•ˆ ๋˜๋ฉด ํ•ด์™ธ๋ผ๋„ ๊ฐ€์•ผํ•˜๋Š” ์ƒํ™ฉโ€์ด๋ผ๋ฉด์„œ โ€œ์–ด๋””์„œ ์–ด๋–ป๊ฒŒ ์ง“๋Š” ๊ฒŒ ์šฐ๋ฆฌ(SK)์—๊ฒŒ ๋” ์œ ์ตํ•œ๊ฐ€. ๊ทธ๋Ÿฐ๋ฐ โ€˜๋ฌด์กฐ๊ฑด ํ•œ๊ตญ์—๋งŒ ์ง“๊ฒ ๋‹คโ€™ ์ด๊ฒƒ์ด ์•„๋‹ ์ˆ˜๋„ ์žˆ๋‹คโ€๊ณ  ํ–ˆ๋‹ค. https://www.donga.com/news/Inter/article/all/20260610/134084004/1

[๋‹จ๋…] ์‚ผ์„ฑ์ „์ž, ๊ด‘์ฃผ์— ์ฒจ๋‹จ ํŒจํ‚ค์ง• ๊ณต์žฅ ์ง“๋Š”๋‹ค ์ง„์งœ๋„ค? https://www.hankyung.com/article/202606096126i

์ด๊ฑด ์ข€... ์–ด๋–ค ๊ณ ๊ธ‰ ์ธ์žฌ๋“ค์ด ์ด ๊ณณ์— ๊ฐ€๋ ค ํ• ๊นŒ์š” https://www.hani.co.kr/arti/economy/marketing/1262548.html

์ „์˜ํ˜„ ์‚ผ์„ฑ์ „์ž ๋ถ€ํšŒ์žฅ โ€œ์—”๋น„๋‹ค์•„์™€ ๊ทธ๋ก 4์„ธ๋Œ€ ๋…ผ์˜โ€... TSMC ์ˆ˜์ฃผ์„ค ์ผ์ถ• ์ „ ๋ถ€ํšŒ์žฅ์€ ํŒŒ์šด๋“œ๋ฆฌ ํ˜‘๋ ฅ ํ™•๋Œ€์— ๋Œ€ํ•ด์„œ๋„ ์—”๋น„๋””์•„์™€ ๊นŠ์€ ๊ด€๊ณ„๋ฅผ ํ˜•์„ฑํ•˜๊ณ  ์žˆ๋‹ค๊ณ  ํ–ˆ๋‹ค. ๊ทธ๋Š” โ€œ4๋‚˜๋…ธ(ใŽšยท10์–ต ๋ถ„์˜ 1m)์™€ 8๋‚˜๋…ธ ๊ณต์ •์œผ๋กœ ์—”๋น„๋””์•„ ์ž์œจ์ฃผํ–‰ ์นฉ ์ƒ์‚ฐ์„ ๋…ผ์˜ํ•˜๊ณ  ์žˆ๋‹คโ€๋ฉด์„œ โ€œ์—”๋น„๋””์•„์˜ ๋˜๋‹ค๋ฅธ ๊ฐ€์†๊ธฐ์ธ ๊ทธ๋ก๋„ (์‚ผ์„ฑ ํŒŒ์šด๋“œ๋ฆฌ์™€) ํ˜‘๋ ฅ ์ค‘์ด๋ฉฐ ๊ทธ ๋‹ค์Œ ์„ธ๋Œ€์˜ ํ˜‘๋ ฅ๋„ ๋…ผ์˜ ์ค‘โ€์ด๋ผ๊ณ  ๋ฐํ˜”๋‹ค. https://n.news.naver.com/article/011/0004628948?sid=101

ํ•œ๋ฏธ๋ฐ˜๋„์ฒด, HBM4์šฉ TC๋ณธ๋” ๊ณต๊ธ‰ ์ˆ˜์ฃผ -442์–ต์›(์ „์ฒด ๋งค์ถœ์˜ 7.7%) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260608800436

์  ์Šจ ํ™ฉ โ€œLG์˜ ๋ƒ‰๊ฐยท์ „๋ ฅ ๊ธฐ์ˆ  ํ™˜์ƒ์ โ€... ๊ตฌ๊ด‘๋ชจ ํšŒ์žฅ๊ณผ ็พŽ์„œ ์žฌํšŒ๋™ ์˜ˆ๊ณ  ํ™ฉ CEO๋Š” 8์ผ ์„œ์šธ ์—ฌ์˜๋„ ํŠธ์œˆํƒ€์›Œ 1์ธต ๋กœ๋น„์—์„œ ๊ตฌ ํšŒ์žฅ๊ณผ ๋ฏธํŒ…์„ ๊ฐ–๊ณ  ๋‚œ ์ดํ›„ ์ทจ์žฌ์ง„์—๊ฒŒ โ€œLG๋Š” ๋ฏธ๋ž˜๋ฅผ ์œ„ํ•œ ์ˆ˜๋งŽ์€ ์ฃผ์š” ๊ธฐ์ˆ ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ๊ณ  ์ด๋“ค ๊ธฐ์ˆ ์€ ์„ธ๊ณ„์ ์ธ ์ˆ˜์ค€โ€์ด๋ผ๋ฉฐ โ€œLG์™€ ํœด๋จธ๋…ธ์ด๋“œ ๋กœ๋ด‡ ๊ณตํ•™์˜ ๋ฏธ๋ž˜๋ฅผ ํ•จ๊ป˜ ๋งŒ๋“ค์–ด ๋‚˜๊ฐˆ ๊ฒƒโ€์ด๋ผ๊ณ  ๋ฐํ˜”๋‹ค. ์—”๋น„๋””์•„๋Š” ํŠนํžˆ LG์™€ ๊ธฐ๊ฐ€์™€ํŠธ(GW)๊ธ‰ ๋ฐ์ดํ„ฐ์„ผํ„ฐ๋ฅผ ์œ„ํ•œ LG์˜ ๋ƒ‰๊ฐ์ด ํ•„์ˆ˜์ ์ด๋ผ๊ณ  ํ–ˆ๋‹ค. ๋˜ ํ™ฉ CEO๋Š” โ€œ์ „๋ ฅ๊ณต๊ธ‰๊ณผ (์ „๋ ฅ๊ณ„ํ†ต) ์„ค๊ณ„ยท๊ตฌ์ถ•์— ์žˆ์–ด LG๋Š” ํ™˜์ƒ์ โ€์•„๋ผ๋ฉด์„œ โ€œ์–‘์‚ฌ๋Š” ๋ฏธ๋ž˜์˜ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์•„ํ‚คํ…์ฒ˜(AI ํŒฉํ† ๋ฆฌ)๋ฅผ ์œ„ํ•ด ํ•จ๊ป˜ ํ˜‘๋ ฅํ•˜๊ณ  ์žˆ๋‹คโ€๊ณ  ๋งํ–ˆ๋‹ค. https://n.news.naver.com/article/011/0004628723?sid=101

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