???? ?? ??? ??
SK????? ?? TSMC? ??? ????(AI) ???? ??? ??? ???????(HBM)? ?? ????? ? ?? ??? ???? ?? ?? ???? ??? ??. SK????? ???? HBM? ?? ??????, 6?? ??? HBM4?? TSMC? ?? ??? ?? ???? ? ?? ????.
TSMC? 14? ???? ??????? ?? ‘TSMC ?? ?? ????’ ???? “HBM4? ??? ??(??)? 12??? ??? 5??? ?? ??? ??? ?”??? ???.
HBM? ??? ???? ??? ?? D? ???? ?? ??? ??? ????. ??? D?? ??? ??? SK????? ?? ????, TSMC? ?? ?? ?? ??? ?? ???(??)? ??. ??? HBM4? ?? TSMC? ??? ??? ?? ???? ??? ????.
??? ?? ???? “???? SK????? ????? HBM ??? ??? ??? TSMC? ????? TSMC? ???? ?? ? ??”? ???. ?? ????? HBM4??? ??? ??? D? ????? ?? ?? ????? ????.
?? ??? 19? SK????? TSMC?? ?? ??? ?? ????(MOU)? ???? 2026? ?? ??? HBM4? ?? ????? ?? ? ??.
??? ?? bjk@donga.com
[??★???] ??????? ?? ‘???’???!
??? ??? ??? ??
