SKT, ???社 10?? ???? ??… LGU+, ????? ??? ??? ??
... ???? ?? ??? ???? ???? ??? ?? ????, HCL??, ??? ???? ? ?? ?? ???? ??? ??? ??????? ???? ? ????. ??? ...
- 2024-12-09
- ??? ?
- ??? ?
??180?
????
SKT, ??? ?? ?? ??
... ? ?? ???? ????. ?? ???? SK???? ????, HCL??, ??? ???? ? ?? ?? ???? ?? ? ???? ??? ?????? ???? ???? ? ...
- 2024-12-08
- ??? ?
- ??? ?
?? ?? ?? ??? ?? ‘ISSCC’ ? ? ???··· ‘韓 ??? ?? ????’
... ????, ????AI, ????? ?? ????.????? ?? 51.2TB ?? ??? AI ? ????? ???? ??? ?, ‘????5’, ????? 5nm 2.5?? ??? ?? ??? ...
- 2024-11-28
- ??? ?
- ??? ?
“?? ??, ???? ???”…??????, AI ??? ??? ETF ??
... ???? ??? TSMC? 18.9%? ?? ???. ??? ????(15.6%), ASML(8.6%), AMD(7.0%) ? ??? ????. ? ???? “?? ?? ??? ?? ???? ??? ??? (?? ETF? ...
- 2024-11-22
- ??? ?
- ??? ?
“????·???? ? ????”…???? ???? ?? 11.4? ??
... ???. ??? ??????? 42%, ?? 60%, ???? 155% ???? ????.?? ??????? ????(AI)? ??? ??? ???? ????? ???? ??? ?? ? ...
- 2024-11-21
- ??? ?
- ??? ?
???32?
????
????·???? ???…???? ???? ????
... ??? ???? ??? AI ? XPU? ??·???? ????? ????? ??? 110% ?? ????.17?? ??? ?????????? ???? ?? ?? ????? ??? ...
- 2025-01-10
![[??] “??? AI ??? ?? ???? ????”](https://dimg.donga.com/a/284/160/95/2/ugc/CDB/WEEKLY/Article/67/80/76/5a/6780765a1c34d2738250.jpg)
[??] “??? AI ??? ?? ???? ????”
... ?? ??? ????.”????? ?? ???? ????? ?? ???.“?? 2024? ????? ASIC ??? 122? ??(? 17?8000? ?)?. ?? 38? ??? ? ????, ??? ...
- 2025-01-10
“2025??? ??? ?? ?? ???… ‘????? ??’ ??”
... “????? ???? ??? ??? ?? ? ?? ????, ???, ???????, ???, ???? ?? ??? ???? ??”? ???.“2~5? ? ??? ??”2025? 1? ...
- 2024-12-27
2024? ?? ?? ??? 1?? AI???? ????
... TSMC? ??? ???? 1? ????, ????? ???? GPU ?? ??? ????.“2025?, AI? ???? ????”?? AI ??? ???? 2025??? ??? ????. ?? ...
- 2024-12-27
?? ?? ??? ??? ?? ETF ?? ???
... ?? ?? ???? ???? ??? ???? ????, ????, ??, ??? ?? ?????? ?? ??. ? ‘TIGER ????????TOP10’? ???? ??? ??? ??? ...
- 2024-12-20