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Kanal postlari
2025๋…„ 6์›” 11์ผ ๋‰ด์Šค ์‚ผ์„ฑ-Groq, ์„ธ๊ณ„ ์ตœ๊ณ ์† AI ์นฉ ๊ณต๋™ ๊ฐœ๋ฐœโ€ฆํ•˜๋ฐ˜๊ธฐ ์–‘์‚ฐ ์˜ˆ์ • - ์‚ผ์„ฑ์ „์ž๊ฐ€ Groq์™€ ํ˜‘๋ ฅํ•ด 4nm ๊ณต์ • ๊ธฐ๋ฐ˜์˜ ์„ธ๊ณ„ ์ตœ๊ณ ์† AI ์นฉ์„ ๊ณต๋™ ๊ฐœ๋ฐœํ–ˆ๋‹ค. - Groq CEO๋Š” ์ด๋ฒˆ ์นฉ์ด ๊ธ€๋กœ๋ฒŒ ๊ธฐ์ค€์—์„œ๋„ ๋›ฐ์–ด๋‚œ ์„ฑ๋Šฅ์„ ๊ฐ–์ท„๋‹ค๊ณ  ๊ฐ•์กฐํ–ˆ๋‹ค. - ํ•ด๋‹น ์นฉ์€ ์‚ผ์„ฑ ํŒŒ์šด๋“œ๋ฆฌ์˜ ์ฒจ๋‹จ ๊ณต์ • ๊ธฐ์ˆ ์„ ํ™œ์šฉํ•ด ์ œ์ž‘๋๋‹ค. - ์–‘์‚ฌ๋Š” ์ด ์นฉ์„ 2025๋…„ ํ•˜๋ฐ˜๊ธฐ๋ถ€ํ„ฐ ๋ณธ๊ฒฉ ์–‘์‚ฐํ•  ๊ณ„ํš์ด๋‹ค. - ์ด๋ฒˆ ํ˜‘๋ ฅ์€ ์‚ผ์„ฑ์˜ AI ๋ฐ˜๋„์ฒด ์‹œ์žฅ ํ™•๋Œ€ ์ „๋žต์˜ ํ•ต์‹ฌ์œผ๋กœ ํ‰๊ฐ€๋œ๋‹ค. https://www.digitimes.com/news/a20250611PD217/samsung-foundry-groq-ai-chip-4nm-production.html

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์ฝ”์Šค๋‹ฅ ์‹ ์šฉ์ž”๊ณ 
์ฝ”์Šค๋‹ฅ ์‹ ์šฉ์ž”๊ณ 
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์ฝ”์Šคํ”ผ ์‹ ์šฉ์ž”๊ณ 
์ฝ”์Šคํ”ผ ์‹ ์šฉ์ž”๊ณ 
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12์›” 26์ผ ์žฅ ๋งˆ๊ฐ ์ „ ๋‰ด์Šค ์—์ด๋น„์—˜๋ฐ”์ด์˜ค, ๋ฆด๋ฆฌ์„œ ๊ทธ๋žฉ๋ฐ”๋”” ํ”Œ๋žซํผ ๊ธฐ์ˆ ์ด์ „ ๋ฐ ๊ณต๋™ ์—ฐ๊ตฌ๊ฐœ๋ฐœ ๊ณ„์•ฝ์˜ ์„ ๊ธ‰๊ธˆ๊ณผ ์ง€๋ถ„ ํˆฌ์ž๊ธˆ ์ˆ˜๋ น https://www.hankyung.com/article/202512266091P ํ•œ๊ตญํ•ญ๊ณต์šฐ์ฃผ, ํ•„๋ฆฌํ•€ FA-50 ์„ฑ๋Šฅ๊ฐœ๋Ÿ‰ ์‚ฌ์—… ๊ณ„์•ฝ ์ฒด๊ฒฐ https://www.digitaltoday.co.kr/news/articleView.html?idxno=616317 ๋ฏธ๊ตญ, ํ•ด์ƒ ํ’๋ ฅ ๊ณ ์‚ฌ์‹œํ‚ค๊ณ  SMR์— ์˜ฌ์ธ http://www.todayenergy.kr/news/articleView.html?idxno=292511 ์˜ค๋ผํดยท๋ฉ”ํƒ€ ๋“ฑ ๋น…ํ…Œํฌ 4๊ณณ, ์žฅ๋ถ€์— ์ˆจ๊ธด ํˆฌ์ž ๋ถ€์ฑ„ 170์กฐ์›ยทยทยท๊ธˆ์œต๊ถŒ '๋นจ๊ฐ„๋ถˆ' https://www.khan.co.kr/article/202512261258001/ ์‚ผ์„ฑ์ „๊ธฐ, ์• ํ”Œ์— ์นด๋ฉ”๋ผ ๋ถ€ํ’ˆ ์ฒซ ๊ณต๊ธ‰ํ•œ๋‹ค https://www.hankyung.com/article/2025122663605 ๊ตฌ๋ฆฌ๊ฐ’ ๊ธ‰๋“ฑ์— ไธญ ์žฅ์‹œ๊ตฌ๋ฆฌ, 1.7์กฐ์— ่‹ฑ ์†”๊ณจ๋“œ ์ธ์ˆ˜ https://www.theguru.co.kr/news/article.html?no=96126 "็พŽ ์ตœ๋Œ€ ์œ ์ „์ง€๋Œ€๊ฐ€ '์••๋ ฅ์†ฅ'์œผ๋กœ ๋Œ๋ณ€...์†Œ๊ธˆ๋ฌผ ์†Ÿ๊ตฌ์ณ" http://www.newspim.com/news/view/20251226000511 [์ž๋ฃŒ ์ถœ์ฒ˜] https://t.me/TNBfolio
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๊ฐ๊ทค๋ฐ˜๋„์ฒด
๊ฐ๊ทค๋ฐ˜๋„์ฒด
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๊ฐ€์˜จ์นฉ์Šค(399720) ๋‹จ์ผํŒ๋งคใ†๊ณต๊ธ‰๊ณ„์•ฝ์ฒด๊ฒฐ ๐Ÿ“Œ ๊ทœ๋ชจ ๊ธฐ๊ฐ„๋Œ€๋น„ : 18.53 % ๋งค์ถœ๋Œ€๋น„ : 18.53 % ๊ณ„์•ฝ์ด์•ก : 179 ์–ต์› ๐Ÿ“Œ ๋‚ด์šฉ ๊ณ„์•ฝ์ƒ๋Œ€ : ๊ณต๊ฐœ์œ ๋ณด ๊ณ„์•ฝ๋‚ด์šฉ : ์ฃผ๋ฌธํ˜• ๋ฐ˜๋„์ฒด ์„ค๊ณ„ ๊ฐœ๋ฐœ ๊ณ„์•ฝ์กฐ๊ฑด : ๋Œ€๊ธˆ์ง€๊ธ‰ ์กฐ๊ฑด ์ถฉ์กฑ ํ›„ 30์ผ ์ด๋‚ด ๐Ÿ“Œ ์ผ์ • (9 ๊ฐœ์›”) ์‹œ์ž‘์ผ : 2025-12-24 ์ข…๋ฃŒ์ผ : 2026-10-01 ๐Ÿ“Œ ์œ ๋ณด ์œ ๋ณด๊ธฐ๊ฐ„ : 2026-10-01 ์œ ๋ณด์‚ฌ์œ  : ๊ณ„์•ฝ์ƒ๋Œ€๋ฐฉ์˜ ์˜์—…๋น„๋ฐ€ ์š”์ฒญ โ€ป ์‹œ์ด : 6,125 ์–ต์› โ€ป ํ˜„์žฌ๊ฐ€ : 52,800 ์› โ€ป 2025-12-26 14:30:50 ๊ณต์‹œ๋งํฌ
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Google, HBM ๊ณต๊ธ‰ ํ™•๋ณด ์‹คํŒจ๋กœ ์กฐ๋‹ฌ ์ž„์› ํ•ด๊ณ  (by https://t.me/TNBfolio) - Google๋Š” SK hynix์™€ Micron์œผ๋กœ๋ถ€ํ„ฐ ์ถ”๊ฐ€ HBM ๋ฌผ๋Ÿ‰ ํ™•๋ณด๊ฐ€ ๋ถˆ๊ฐ€๋Šฅํ•˜๋‹ค๋Š” ๋‹ต๋ณ€์„ ๋ฐ›์€ ํ›„ ์กฐ๋‹ฌ ๋‹ด๋‹น ์ž„์›์„ ํ•ด๊ณ ํ•œ ๊ฒƒ์œผ๋กœ ์•Œ๋ ค์กŒ๋‹ค. - Microsoft ์ž„์›์€ SK hynix ๋ณธ์‚ฌ๋ฅผ ๋ฐฉ๋ฌธํ•ด ๋ฉ”๋ชจ๋ฆฌ ๊ณต๊ธ‰ ํ˜‘์ƒ์„ ์ง„ํ–‰ํ–ˆ์œผ๋‚˜, ์š”๊ตฌ ์กฐ๊ฑด ์ถฉ์กฑ์ด ์–ด๋ ต๋‹ค๋Š” ๋‹ต๋ณ€์— ํšŒ์˜์žฅ์„ ๋ฐ•์ฐจ๊ณ  ๋‚˜๊ฐ„ ๊ฒƒ์œผ๋กœ ์ „ํ•ด์กŒ๋‹ค. - Samsung๊ณผ SK hynix์˜ HBM ์ƒ์‚ฐ ๋Šฅ๋ ฅ์ด ์ด๋ฏธ ํ’€๊ฐ€๋™ ์ค‘์ด๋ฉฐ, Google, Microsoft, Meta ๋“ฑ์€ ์–ด๋–ค ๊ฐ€๊ฒฉ์—๋„ ๋ฌผ๋Ÿ‰์„ ํ™•๋ณดํ•˜๋ ค ํ•˜๊ณ  ์žˆ๋‹ค. - Google์€ ์ž์ฒด AI ๊ฐ€์†๊ธฐ TPU์— ํ•„์š”ํ•œ HBM์˜ ์•ฝ 60%๋ฅผ Samsung์œผ๋กœ๋ถ€ํ„ฐ ๊ณต๊ธ‰๋ฐ›๊ณ  ์žˆ์œผ๋ฉฐ, ์‚ฌ์ „์— ์žฅ๊ธฐ ๊ณต๊ธ‰ ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ•˜์ง€ ๋ชปํ•œ ์ฑ…์ž„์„ ๋ฌผ์–ด ์ž„์›์„ ํ•ด๊ณ ํ–ˆ๋‹ค. - Apple ์—ญ์‹œ LPDDR5X ์กฐ๋‹ฌ์— 230% ํ”„๋ฆฌ๋ฏธ์—„์„ ์ง€๋ถˆํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, 2026๋…„ 1์›” ์ผ๋ถ€ ์žฅ๊ธฐ ๊ณ„์•ฝ ๋งŒ๋ฃŒ๋กœ ์ถ”๊ฐ€ ๊ฐ€๊ฒฉ ์ธ์ƒ์ด ์˜ˆ์ƒ๋œ๋‹ค. https://www.digitimes.com/news/a20251226PD230/google-hbm-microsoft-sk-hynix-samsung.html
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์ด์ฏค์—์„œ ๋ฉ”๋ชจ๋ฆฌ๋ฅผ ์œ„ํ•œ ๋…ธ๋ž˜ ํ•œ๊ณก ์ถ”์ฒœ https://youtu.be/a5uQMwRMHcs?list=RDa5uQMwRMHcs
์ด์ฏค์—์„œ ๋ฉ”๋ชจ๋ฆฌ๋ฅผ ์œ„ํ•œ ๋…ธ๋ž˜ ํ•œ๊ณก ์ถ”์ฒœ https://youtu.be/a5uQMwRMHcs?list=RDa5uQMwRMHcs
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์—”๋น„๋””์•„์™€ ๊ทธ๋ก์˜ ์ถ”๋ก  ์‹œ์žฅ ์ ์œ ๋ฅผ ์œ„ํ•œ ์ „๋žต์  ๋™ํ–‰ - Sram์‹œ์žฅ์˜ ๊ฐ•์ž๋“ค https://youtu.be/BD-OzIBDD7A?si=A6eWa04472bqZUHg
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2025. 12. 26(๊ธˆ) ์žฅ์ค‘ DRAM ํ˜„๋ฌผ๊ฐ€๊ฒฉ
2025. 12. 26(๊ธˆ) ์žฅ์ค‘ DRAM ํ˜„๋ฌผ๊ฐ€๊ฒฉ
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AI ์ถ”๋ก  ์„ฑ๋Šฅ๊ณผ ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด์˜ ๊ตฌ์กฐ์  ์ƒ๊ด€๊ด€๊ณ„ https://youtu.be/rRVG8urRtAE?si=FiD6QEZtnndlTzqA
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12์›” 26์ผ ์‹์ „ ๋‰ด์Šค "AI ๋”๋น™์œผ๋กœ ์„ธ๊ณ„๋กœ ๊ฐ„๋‹ค" ์ด์ŠคํŠธ์†Œํ”„ํŠธ, K-์ฝ˜ํ…์ธ  ๊ธ€๋กœ๋ฒŒ ์†ก์ถœ ๋ณธ๊ฒฉํ™” https://www.economytalk.kr/news/articleView.html?idxno=454208 "์ฝ˜์„œํŠธ๋Š” ์‹œ์ž‘์ผ ๋ฟ"โ€ฆK์ฝ˜ํ…์ธ ๊ฐ€ ๋ฐ”๊พผ 'ํ•œ๊ตญ ์—ฌํ–‰' ๊ณต์‹ https://www.edaily.co.kr/news/read?newsId=01364806638997280 ํ•œ์€ "๋‚ด๋…„ ์ค‘์•™์€ํ–‰ ๋””์ง€ํ„ธํ™”ํ ํ…Œ์ŠคํŠธ ์žฌ๊ฐœ" https://www.donga.com/news/Economy/article/all/20251225/133037420/2 ํ•œํ™”์‹œ์Šคํ…œ, ํ•œ๋ฏธ ์—ฐํ•ฉ์ž‘์ „ 'AI ์ง€ํœ˜๊ด€' AKJCCS ์„ฑ๋Šฅ๊ฐœ๋Ÿ‰ ์ˆ˜์ฃผ https://www.mt.co.kr/industry/2025/12/26/2025122608464719469 [์†๋ณด]่ˆ‡ํ•œ์ •์•  "์ž์‚ฌ์ฃผ ์†Œ๊ฐ ์˜๋ฌดํ™”๋ฒ•, ๋‚ด๋…„ 1์›”์ฏค ์ฒ˜๋ฆฌ ์˜ˆ์ƒ" https://www.mt.co.kr/politics/2025/12/26/2025122611002041465 [์ž๋ฃŒ ์ถœ์ฒ˜] https://t.me/TNBfolio
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์ „์ผ ์—”๋น„๋””์•„์˜ ๊ทธ๋ก (์ถ”๋ก  ๋ฐ˜๋„์ฒด ๋Œ€์žฅ) ์ธ์ˆ˜์™€ DRAM ์ค‘์š”์„ฑ.
์ „์ผ ์—”๋น„๋””์•„์˜ ๊ทธ๋ก (์ถ”๋ก  ๋ฐ˜๋„์ฒด ๋Œ€์žฅ) ์ธ์ˆ˜์™€ DRAM ์ค‘์š”์„ฑ.
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AI ํˆฌ์ž์™€ ๋ฏธ๊ตญ ๊ฒฝ์ œ ์„ฑ์žฅ์˜ ๋ช…์•” 1. AI ๊ด€๋ จ ๊ธฐ์—…๋“ค์˜ ์ฑ„๊ถŒ ๋ฐœํ–‰ ๊ทœ๋ชจ 2. ๋น…ํ…Œํฌ 5์‚ฌ(Meta, Google, Microsoft, Amazon, Oracle)์˜ ์ž๋ณธ ์ง€์ถœ(Capex) ์ „๋ง 3. AI ๊ด€๋ จ ํˆฌ์ž์™€ ๋ฏธ๊ตญ GDP ์„ฑ์žฅ 4. AI ๊ด€๋ จ ์ž๋ณธ์ง€์ถœ์ด ๋‹ค๋ฅธ ๋ถ„์•ผ์˜ ์•ฝ์„ธ๋ฅผ ์ƒ์‡„ https://youtu.be/nZytFrjSyus
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[25๋…„ ๏ปฟ12์›” 24์ผ~25์ผ ํ•ด์™ธ ๋‰ด์Šค] 1. google ์ง€์› ์ฐจ๋Ÿ‰ ์ถ”์  ๊ธฐ์—… motive, ipo ๊ณต๊ฐœ ์‹ ์ฒญ 2. ์ค‘๊ตญ ์ธํ”„๋ผ ์ฑ„๊ถŒ ๋ฐœํ–‰ ๊ฐ์†Œ๋กœ ํˆฌ์ž ์œ„์ถ• 3. ์ค‘๊ตญ, ์–‘์ž ๊ธฐ์ˆ ์„ ๋ฏธ๋ž˜ ์ „์Ÿ์˜ ํ•ต์‹ฌ์œผ๋กœ ๊ฐ„์ฃผ 4. ast spacemobile, spacex์™€ ๊ฒฝ์Ÿ ์œ„ํ•ด ์ตœ๋Œ€ ์œ„์„ฑ ๋ฐœ์‚ฌ 5. ๋Ÿฌ์‹œ์•„, 10๋…„ ๋‚ด ๋‹ฌ์— ์›์ž๋ ฅ ๋ฐœ์ „์†Œ ๊ฑด์„ค ๊ณ„ํš 6. ๊ตฌ๋ฆฌ, 12์›” ๊ธ‰๋“ฑ์œผ๋กœ 2009๋…„ ์ดํ›„ ์ตœ๊ณ  ์—ฐ๊ฐ„ ์‹ค์  ์ „๋ง 7. ์ผ๋ณธ, ์ดˆ์žฅ๊ธฐ ๊ตญ์ฑ„ ๋ฐœํ–‰์„ 17๋…„ ๋งŒ์— ์ตœ์ €๋กœ ๊ฐ์ถ• ์˜ˆ์ • 8. ๋ฏธ fda, omeros์˜ ์ด์‹ ํ•ฉ๋ณ‘์ฆ ์น˜๋ฃŒ์ œ ์Šน์ธ 9. tesla, ์œ ๋Ÿฝ์—์„œ ev ํŒ๋งค 40% ๊ธ‰๋ฝ 10. microsoft ceo satya nadella, ai ์ œํ’ˆ copilot ๊ฐœ๋ฐœ์— ๊นŠ์ด ๊ด€์—ฌ 11. nvidia, ai ์นฉ ์Šคํƒ€ํŠธ์—… groq์˜ ์ž์‚ฐ์„ ์•ฝ 200์–ต ๋‹ฌ๋Ÿฌ์— ์ธ์ˆ˜ 12. catl, ์ค‘๊ตญ ev ์„ฑ์žฅ ๋‘”ํ™” ์† ๊ธ€๋กœ๋ฒŒ ํ™•์žฅ ์ถ”์ง„ 13. openai, chatgpt์— ๊ด‘๊ณ  ๊ฒŒ์žฌ ๊ฒ€ํ†  ์ค‘ 14. sanofi, ๋ฐฑ์‹  ์ œ์กฐ์—…์ฒด dynavax๋ฅผ 22์–ต ๋‹ฌ๋Ÿฌ์— ์ธ์ˆ˜ 15. ์–ต๋งŒ์žฅ์ž stanley druckenmiller, nvidia์™€ palantir ๋งค๋„ ํ›„ ์ œ์•ฝ์ฃผ์— ์ง‘์ค‘ ํˆฌ์ž 16. ddr4 ๋ฉ”๋ชจ๋ฆฌ ๋‹จ์ข… ์—ฐ๊ธฐ, ์ œ์กฐ์‚ฌ๋“ค ๊ณต๊ธ‰ ๋ถ€์กฑ ํ‹ˆํƒ€ ์ˆ˜์ต ๊ทน๋Œ€ํ™” ๋…ธ๋ ฅ 17. ford, ev ๊ณ„ํš ์ถ•์†Œํ•˜๊ณ  ์ค‘๊ตญ ๋ฐฐํ„ฐ๋ฆฌ ๊ธฐ์ˆ ๋กœ ์—๋„ˆ์ง€ ์ €์žฅ ์‚ฌ์—… ์ „ํ™˜ 18. ๋””์ง€ํ„ธ ํŠธ์œˆ ์ธํ”„๋ผ ์‹œ์žฅ ๊ธ‰์„ฑ์žฅ, siemens์™€ ibm ๋“ฑ ์ฃผ์š” ๊ธฐ์—… ์ฃผ๋„ 19. richtech robotics, ces 2026์—์„œ ๋ชจ๋ฐ”์ผ ํœด๋จธ๋…ธ์ด๋“œ ๋กœ๋ด‡ dex ๊ณต๊ฐœ 20. ์ผ๋ณธ, ํƒˆํƒ„์†Œ ์ „๋ ฅ ์‚ฌ์šฉ ๊ธฐ์—…์— 13์–ต ๋‹ฌ๋Ÿฌ ๋ณด์กฐ๊ธˆ ์ง€์› 21. ์„ธ๊ณ„ ์ตœ๋Œ€ ์›์ „ kashiwazaki-kariwa ์žฌ๊ฐ€๋™, ์žฌ์ƒ์—๋„ˆ์ง€๋Š” ๋‚œ๊ด€ ์ง๋ฉด 22. catl, ์„ธ๊ณ„ ์ตœ์ดˆ๋กœ ํœด๋จธ๋…ธ์ด๋“œ ๋กœ๋ด‡ ๋ฐฐํ„ฐ๋ฆฌ ์ƒ์‚ฐ ๋ผ์ธ ๊ฐ€๋™ 23. nvidia, 4์กฐ ๋‹ฌ๋Ÿฌ ๋ŒํŒŒ ์ด๋ฉด์— ์กฐ์šฉํ•œ ๊ฒฝ๊ณ  ์‹ ํ˜ธ ๋‚˜ํƒ€๋‚˜ 24. ubtech, ์‚ฐ์—…์šฉ ํœด๋จธ๋…ธ์ด๋“œ ๋กœ๋ด‡ ์ฃผ๋ฌธ 1์–ต 9180๋งŒ ๋‹ฌ๋Ÿฌ ๋‹ฌ์„ฑ 25. google, ๊ฐ€์žฅ ๊ฐ•๋ ฅํ•œ ai ์นฉ ironwood ๊ณต๊ฐœ๋กœ nvidia์™€ ์ •๋ฉด ๋Œ€๊ฒฐ 26. ํœด๋จธ๋…ธ์ด๋“œ ๋กœ๋ด‡, ์•„์ง์€ ์‹ ๊ธฐํ•œ ๋ณผ๊ฑฐ๋ฆฌ์ง€๋งŒ ํˆฌ์ž๋Š” ๊ธ‰์ฆ ์ค‘ 27. toyota, 11์›” ํŒ๋งค ๊ฐ์†Œ, ์ค‘๊ตญ ํ•˜๋ฝ์ด ์ฃผ์š” ์›์ธ 28. ํƒœ๊ตญ, ๋ฌด์—ญ ์ ์ž ํ™•๋Œ€, ์ˆ˜์ž… ๊ธ‰์ฆ์œผ๋กœ ๋ฐ”ํŠธํ™” ๊ฐ•์„ธ ์† ๊ฒฝ์ œ ์œ„ํ—˜ ๋ถ€๊ฐ 29. bitcoin, binance usd1 ๊ฑฐ๋ž˜์Œ์—์„œ 24,000๋‹ฌ๋Ÿฌ๋กœ ๊ธ‰๋ฝ ํ›„ ์ฆ‰์‹œ ๋ฐ˜๋“ฑ 30. ๋ฏธ๊ตญ ํฌํ† ๋ฅ˜ ๊ตฌ๋งค์ž๋“ค, trump ํ•ฉ์˜์—๋„ ๋ถˆ๊ตฌํ•˜๊ณ  ์ค‘๊ตญ ์ œํ•œ ์—ฌ์ „ํžˆ ๋Š๊ปด 31. pc ๋Œ€๊ธฐ์—…๋“ค, ๋ฉ”๋ชจ๋ฆฌ ๊ฐ€๊ฒฉ ๊ธ‰๋“ฑ ์† ๊ณต๊ธ‰ ํ™•๋ณด ๊ฒฝ์Ÿ 32. samsung๊ณผ sk hynix, 2026๋…„ hbm3e ๊ฐ€๊ฒฉ 20% ์ธ์ƒ 33. ๋Œ€๋งŒ ์ผ€์ด๋ธ” ์ œ์กฐ์—…์ฒด, 37์–ต ๋‹ฌ๋Ÿฌ ์ „๋ ฅ๋ง ๊ฐœํŽธ์œผ๋กœ 2028๋…„๊นŒ์ง€ ์ฃผ๋ฌธ ํ™•๋ณด 34. ์ค‘๊ตญ ๋ฐฐํ„ฐ๋ฆฌ ๋ฐ ์—๋„ˆ์ง€ ์ €์žฅ ๊ธฐ์—…๋“ค, ai ์ „๋ ฅ ์ˆ˜์š” ๊ธ‰์ฆ์œผ๋กœ ์„ ๋‘ ์œ ์ง€ 35. samsung, tesla์™€ xai 2026๋…„ ๋ชฉํ‘œ ๋‹ฌ์„ฑ ์œ„ํ•ด ํ…์‚ฌ์Šค ์ธ๋ ฅ ํ™•์ถฉ 36. ๋Œ€๋งŒ, ai ์‹œ๋Œ€๋ฅผ ์œ„ํ•œ dram ๋„˜์–ด์„  ์ฐจ์„ธ๋Œ€ ๋ฉ”๋ชจ๋ฆฌ ์—ฐ๊ตฌ๊ฐœ๋ฐœ ์ถ”์ง„ https://naver.me/5L7stx6Y (์ž์„ธํ•œ ๋‚ด์šฉ์€ ๋งํฌ ์ฐธ์กฐ)
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