SK????, D? ??? 30% ??…?? ???

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?? 2023? 9? 4? 03? 00?

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HBM ??? 2?? ?? 49% ??
??? ?? 6.3%P? 10?? ??

???? ???(HBM) ??? ??? SK????? 2??(4～6?) D? ??? 31.9%? ????.

3? ?????? ???? ??? ? 2?? ??? D? ??? ? 107?9000? ??(? 14?2589? ?)? ??? 2?? ?? 57%?? ????. ?? 1??(1～3?)??? ??? 15% ????.

2?? ????? D? ??? 41?2000? ??(? 5?4445? ?), ??? 38.2%? 1?? ????? ? ?? ?? ??? 3% ???? ? ???. ?? SK????? D? ??? 34?4400? ??(? 4?5512? ?)? ? ?? ?? 49% ????. ????? SK????? D? ??? ??? 6.3%???? ?? 10? ? ?? ???. 1?? ?? ????? ???? D? ??? 2? ??? ? ?? ?? ????.

SK????? ??? ??? ????(AI) ?? ???. AI? ?? ??? ???????(GPU)? ???? HBM ??? ??? ????. SK????? ??? 1? GPU ?? ????? HBM? ???? ??. ??? ? 4??(10～12?) ????? ????? HBM? ??? ??? ???? ?? ???·??? D? ?? ??? ???? ??? ???.

#sk????#d? ??? 30% ??#?? ???

??? ?? will@donga.com