??? ‘???’? ??… 美中 AI ?? ????
... ????? ?? ???? ?? ??? ??, ??, ???? ... ????(17.4%), TSMC(13.33%), ?????????(11.71%) ??? ... “???? AI? (?? ????) ? ??? ?? ...
- 59? ?
- ??? ?
- ??? ?
??597?
????
??? “AI?? ?? ??? ?? ??”
... AP)? ?? ???, ???? ???? ???? ??? ???? ??? ???. ? ??? “???? ?? ??? AP? ?? 3, 4? ??? ????? ????”? “?? ??? ...
- 2025-01-24
- ??? ?
- ??? ?
????, HBM3E 16? ?? ??…‘HBM4’ ??? ??
... ????. ?? ??? ????? ??? ????? ??? ??? ????.????? HBM3E 16? ??? ????? ?? 16? ??? ?? SK?????? ????? ???? ...
- 2025-01-17
- ??? ?
- ??? ?
‘???’ ????? ??? ???? ?? ?
... ?????????(CES)?? ??? ... 8% ?? ???? ????. ?????????? ?? ?? ? ... ???? ? ??? ??? ??? ‘??? RTX 50 ???’(RTX 50)???. ...
- 2025-01-12
- ??? ?
- ??? ?
???? ?? ? “? GPU? ?? ???? ??”
... ??? ??? ???? ? ????? GDDR7? ????? ??? ... ?????? RTX 50 ???? ????? GDDR7? ????? ???. ?? ?? ????? SK???? ??? ...
- 2025-01-09
- ??? ?
- ??? ?
??5?
????![???? 8.6% ??? ???? ??…???? ?? ??[????]](https://dimg.donga.com/a/284/160/95/2/wps/NEWS/IMAGE/2023/12/22/122739411.1.jpg)
![[??] PCIe 4.0?? ?? 2?, ???? ??? P5 ??? NVMe M.2 SSD](https://dimg.donga.com/a/284/160/95/2/wps/NEWS/IMAGE/2021/08/09/108466059.1.jpg)
![[??] PCIe 4.0?? ?? 2?, ???? ??? P5 ??? NVMe M.2 SSD](https://dimg.donga.com/a/284/160/95/2/wps/NEWS/IMAGE/2021/08/09/108466053.1.jpg)
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????
‘???’ ????? ??? ???? ?? ?
... ?????????(CES)?? ??? ... 8% ?? ???? ????. ?????????? ?? ?? ? ... ???? ? ??? ??? ??? ‘??? RTX 50 ???’(RTX 50)???. ...
- 2025-01-10
![[??] ??? “???? ????? ?? ??, ???? ???”](https://dimg.donga.com/a/284/160/95/2/ugc/CDB/WEEKLY/Article/67/49/16/bb/674916bb0871d2738276.jpg)
[??] ??? “???? ????? ?? ??, ???? ???”
... ?? ????. ?? ???? HBM3E? ???? ???? ... SK???? HBM3E ?? ???? ??? ?? ??? ???. ?? ????? SK????? ???? ?? ?????. ? ...
- 2024-11-29
?? HBM, ???? ?? ???… ?? ? “HBM ?? ?? ?”
... ???? SK???? 53%, ???? 38%, ?? ???? 9%????.??? ??? ??? ??? ?? ???? ?? ???? ??? ?? ?? ??? ?? ????? ????. ? ...
- 2024-11-22
???? ?? ?? ??… ???? ?? ???
... ? ?? ??? ????. ? ?? HBM ??? ?????????? ???? ??? AMD, ???? AI ... ?? ???? ???·PC(??? ???) ?? ??? ??? ???? ?? ...
- 2024-11-22
![[??] “SK????, ?????? ??? 3??? ????? ??”](https://dimg.donga.com/a/284/160/95/2/ugc/CDB/WEEKLY/Article/67/2d/5e/13/672d5e130fbbd2738276.jpg)
[??] “SK????, ?????? ??? 3??? ????? ??”
... ?? ?? ????. ?? MR-MUF? 12? ?? ???? ??? ????? ??? ???? ... ??? ? ??? ??? ????.”??? ????? HBM ?? ??? ??? ??? ...
- 2024-11-08