[??]韓 ???? ???? ??? 2→5?… ?? ??? ???
... 37.5% ????? ??? ???? 13.0%?? ??? 9.4%? ... ?? TSMC ?? ?????? ???? ??? ??? ??? ???? ????. ?? ?? ???? ??? ??? ...
- 2024-01-22
- ??? ?
- ??? ?
... 37.5% ????? ??? ???? 13.0%?? ??? 9.4%? ... ?? TSMC ?? ?????? ???? ??? ??? ??? ???? ????. ?? ?? ???? ??? ??? ...
... ??? ? ?? HBM2E? HBM3 ???? ??? 1? ??? ??? ??. HBM3? ... ??? ?? ?? ??? ????? ??????(CPU)? ???????(GPU)? ???? ?? ???? ...
... ??·??·???? ???? ????. ????? ?? ... ?? ??? ??? ????? 1? ??? ??? ??. ... SFA???? ??? ??? ?? ?? 1? ????, ??? ...
... TSMC? ??? ?? 2030? ???? ??? ?? ?? 1?? ?????? ... ??? 4?? ?? TSMC? ?? ???? 58.5%?, ????(15.8%)? ???? ??.????? ??? 6? ...
... 0???? ??? 10.9%? ?? ???? ????. ????? ?? ... ?? ?? 10% ????. ???? ??? ?? ?? 5.3% ????? ???? ??? ??. ??? ?? ??? ...
... ???·?????? ?? ??? ???????, ??? AI ... ???? ??????) ?? ???? ???? ????. AI ... ????.????? ?????? ?? ???? ...
... ??? ???? ???, ???? ???? ????.?? AI ... ????, SK????? ??????? ???? ??? HBM? ... ???, ?? ???? ??? ???, AI ??? ...
... “???? ???? ?? ???? ??? ??? ??? ??? ??, ... ?? ???? ?? 1? ?????? ???? ???, ??? D? ????? 64M ????? ?? ...
... ????? ???? ?????? ????? ??? ?? ... ?? ?? ?? ? ??? ???? ??? ??? ??.2014? ?? ?? IT??? ????? ??????, ? ...
... ?? ?? ??? ???? ???? 50%? ?? ??? ... ???? ??? ????? ??? ???? ??? ... ???????. ? ? ??? ?? ??? ??? ??? ...