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ν•΄λ‹Ή μ±„λ„μ˜ κ²Œμ‹œλ¬Όμ€ λ‹¨μˆœ 의견 및 κΈ°λ‘μš©λ„μ΄κ³  맀수-맀도 λ“± 투자ꢌ유λ₯Ό μ˜λ―Έν•˜μ§€ μ•ŠμŠ΅λ‹ˆλ‹€. ν•΄λ‹Ή κ²Œμ‹œλ¬Όμ˜ λ‚΄μš©μ€ λΆ€μ •ν™•ν•  수 있으며 맀맀에 λ”°λ₯Έ 손싀은 거래 λ‹Ήμ‚¬μžμ˜ μ±…μž„μž…λ‹ˆλ‹€. ν•΄λ‹Ή κ²Œμ‹œλ¬Όμ˜ λ‚΄μš©μ€ μ–΄λ–€ κ²½μš°μ—λ„ 법적 근거둜 μ‚¬μš©λ  수 μ—†μŠ΅λ‹ˆλ‹€. + μ–ΈκΈ‰λœ λͺ¨λ“  기업은 보유 쀑일 μˆ˜λ„ 있으며 맀수 λ§€λ„λŠ” μ–΄λ–€ μ΄μœ μ—μ„œλ“  μ–Έμ œλ“ μ§€ λ°œμƒν•  수 μžˆμŠ΅λ‹ˆλ‹€.

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λ‹€μŒμ£Ό CPI λ°œν‘œμΌμ€ 911
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μ˜€ν”ˆAI, μœ„ν—˜λ“±κΈ‰ AI 'μ•„μŠ€νŠΈλΌ' κ³΅κ°œβ€¦"AGIμ‹œλŒ€ 온 것 ν™˜μ˜" | μ—°ν•©λ‰΄μŠ€ https://www.yna.co.kr/view/AKR20260904018500091
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https://www.morganstanley.com/insights/articles/ai-infrastructure-stocks-opportunity
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https://www.ycombinator.com/companies/aside
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https://aside.com/ 졜근 λ°˜μ‘μ΄ μ’‹λ‹€κ³  ν•˜λŠ” Asideκ°€ μ›λ„μš° 버전 Whitelist 진행 쀑에 μžˆμŠ΅λ‹ˆλ‹€ (ν˜„μž¬λŠ” λ§₯만 μ‚¬μš©κ°€λŠ₯) κ΄€μ‹¬μžˆμœΌμ‹  뢄듀은 γ„±γ„±γ„± μ°½μ—…μžλΆ„λ“€μ€ 3λͺ…μ˜ ν•œκ΅­λΆ„λ“€μž…λ‹ˆλ‹€
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Global DRAM and HBM Market Share: Quarterly https://counterpointresearch.com/en/insights/global-dram-and-hbm-market-share
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κΈ€λ‘œλ²Œ HBM μ‹œμž₯ 점유율 (2025λ…„ 2λΆ„κΈ° β†’ 2026λ…„ 2λΆ„κΈ°) ν•˜μ΄λ‹‰μŠ€: 64% β†’ 56% β†’ 57% β†’ 58% β†’ 50% μ‚Όμ„±μ „μž: 15% β†’ 23% β†’ 22%β†’ 21% β†’ 33% 마이크둠: 21% β†’ 21% β†’ 21%β†’ 21% β†’ 18% κΈ€λ‘œλ²Œ DRAM μ‹œμž₯ 점유율 (2025λ…„ 2λΆ„κΈ° β†’ 2026λ…„ 2λΆ„κΈ°) μ‚Όμ„±μ „μž: 33% β†’ 33% β†’ 36% β†’ 38% β†’ 38% ν•˜μ΄λ‹‰μŠ€: 39% β†’ 33% β†’ 32% β†’ 29% β†’ 25% 마이크둠: 22% β†’ 26% β†’ 22% β†’ 22% β†’ 24% CXMT: 4% β†’ 5% β†’ 8% β†’ 8% β†’ 10%
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κΈ€λ‘œλ²Œ HBM μ‹œμž₯ 점유율 (2025λ…„ 2λΆ„κΈ° β†’ 2026λ…„ 2λΆ„κΈ°) ν•˜μ΄λ‹‰μŠ€: 64% β†’ 56% β†’ 57% β†’ 58% β†’ 50% μ‚Όμ„±μ „μž: 15% β†’ 23% β†’ 22%β†’ 21% β†’ 33% 마이크둠: 21% β†’ 21% β†’ 21%β†’ 21% β†’ 18% κΈ€λ‘œλ²Œ DRAM μ‹œμž₯ 점유율 (2025λ…„ 2λΆ„κΈ° β†’ 2026λ…„ 2λΆ„κΈ°) μ‚Όμ„±μ „μž: 33% β†’ 33% β†’ 36% β†’ 38% β†’ 38% ν•˜μ΄λ‹‰μŠ€: 39% β†’ 33% β†’ 32% β†’ 29% β†’ 25% 마이크둠: 22% β†’ 26% β†’ 22% β†’ 22% β†’ 24% CXMT: 4% β†’ 5% β†’ 8% β†’ 8% β†’ 10%
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