‘???’ ????? ??? ???? ?? ?
... ??? ?? ????? ?? ???? ???? ??? ???? ?? ??? ? ???? ? ??”? ???.?? CEO? ????? ?? ??? ?? ??? ????? ???? ...
- 2025-01-12
- ??? ?
- ??? ?
??89?
????
?? ? “?? HBM ????, ?? ??… SK ???? ?? ?”
... ???? ????? ???? ??? ????. ???? ?? ??? ‘??’ ??? ?? ??? ??? ?? ??? ??? ? ?? ??? ????. ??? ??? ?? ...
- 2025-01-09
- ??? ?
- ??? ?
?? ? “???? AI ??? ??? AI”
... GPU) ??? RTX 50 ???? ????. ?? AI ? ???? ??? GPU?. ? CEO? “?? ?? 3?? ??? ??? ??? ????”? “AI? ???? ????? ?”??? ?? ...
- 2025-01-08
- ??? ?
- ??? ?
?? ? “??? ?GPT ??? ??…?? ???? ‘?? AI’? ??? ??”
... CPU) ‘????(G)’? ???????(GPU) ‘???(B)’? ??? ?? ????. ? CEO? ?????? ??? ???? ???? ????? ??? ??? ?????? ? 5? 3 ...
- 2025-01-07
- ??? ?
- ??? ?
‘?? ?? ???’ ?? ???, AI ?? ??? ?? ?? ??
... ??? ?? ??. GB200? ????? ??? AI ?? ‘???’ ????, ???????? ?? ? ??? ???? AI ?????? ?? ? ??? ????. ???? GB200? ...
- 2025-01-07
- ??? ?
- ??? ?
??6?
????
???30?
????
‘???’ ????? ??? ???? ?? ?
... ??? ?? ????? ?? ???? ???? ??? ???? ?? ??? ? ???? ? ??”? ???.?? CEO? ????? ?? ??? ?? ??? ????? ???? ...
- 2025-01-10
![[??] ??? “???? ????? ?? ??, ???? ???”](https://dimg.donga.com/a/284/160/95/2/ugc/CDB/WEEKLY/Article/67/49/16/bb/674916bb0871d2738276.jpg)
[??] ??? “???? ????? ?? ??, ???? ???”
... ???? ??????? ??? ???? ???. ???? ??? ???? ????? ????. TSMC? ???? ?? ?? ??? ???? 3~8%? ??? ??, ????? ...
- 2024-11-29
???? ?? ?? ??… ???? ?? ???
... ??? ?”??? ????. ????? 4?? ??? ??? ?? ??? 50?~60? ??(? 7?~8?4000? ?)? ??? ???? ?? ??.?????? AI ??? ??? ?? ...
- 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??? ????? ??”
... ???? ??? ??? ? ?? ??? H100? H200, ????? ?? ? ? ???? ???.”????, ???? ?? ?? ?? ??? ?????? ??? ????? ?? ...
- 2024-11-08
?? ?? ?? ?? SK????, AI ??? ?? ???? ??
... HBM3E? ????? ??? ?? ???? ??. ???? ??? ??? ???? HBM3E 12? ?? 9? ?? ??? ??? ?????, 4?? ? ???? ??? ???? ...
- 2024-10-25