‘??? 3?’ ???? 2?? ?? ??…???? “???”

??? ??? 3?? ?? ????? ?? ???? ???? ?? ??(3~5?)? ????? ???? ???? ??? ???.

?? ???? ???, ??? ?? ? ??? ??? ???. ?? ???? ?? ??? 3???? ??? ??? ???.

29? ??? ??? ????(005930)? ?? ? 7? 2??(4~6?) ????? ????.

?? ???? ?? ??. ??????? ??????? ??? ????? 2?? ???? ????(??? ??? ??)? 2088??? ????. ??? ?? ???? 98.52% ??? ???. 14??? ??? ????? ?? 1??(6402??) ?????? ???? ???.

?? ????? ??? ??? ??? ????? ???? ?? ??? ??? ??. ????? 3~5? ?? 37?5000???(? 4?9376??), ??? 18?9600? ??(? 2?4964??)? ????. ??? ??? ?? ???? 50.7% ????, ?? ???(36?9000? ??)? ????.

??? ??. ????? 6~8? ??? ?? 41? ??? ?? ??? ????. ??? ????? ???? ?????(CEO)? “??? ??? ??? ???? ??? ???”? “?? ???? ???? ?? ??? ??? ?”??? ????.

?? ????? ??? 1?? ????? 2? SK????(000660) ?? ??? ?????? ?? ? ??? ????.

?? KB??? ????? 2?? ???? ???? 9012???? ????. ??? KB?? ???? “2?? D? ???? ? ?? ?? 20% ??? ??? ??? ????? ?? 2?? ??? ????? ?? ??? ?”??? ????.

?? ???? ????. ??? ??? ???? 1000??? ??? ??? ???? ??? ??? ??.

??? 3?? ??? ???? ??? ??. 2?? ??? ?? 3?? ??? ???? ??? ??. ??????? 3?? ???? ????? 3?7225????, ??? ??? ??? ??? ???.

?GPT ? ??? ????(AI) ??? ?? ???????(HBM)? ??? DDR5 ??? ????, ????? ??? ??? ???? ?? ??? ????? ????.

??? BNK???? ???? “?? ??? ??? ??? ??? ???”? “?? ??? ?? ????? ???(Restocking) ?? ??? ???? ???, AI ?? ??? ?? ??? D? ??? ???? ??”? ????.

?? ????? 1??? ?? 2???? ?????? LG??? ???? ??? ??? ??? ???. ??????? ??? LG??? 2?? ???? ????? 9599????, ???? 3?6089????.

(??=??1)