2025? ??? ??? 10%? ?? ??··· ‘?? ??? ??? ???’
... ?? ?? ?? ????? ???? 2024??? ?? ?? ? 13 ... ?? ????? ?? 576?? GPU? 240TB? ???? ???? GB ... ??? ???? ?? ?? ??? ?? HBM3 ? ...
- 2025-01-02
- ??? ?
- ??? ?
??95?
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AI ??? ?? ???? ??-??? 株… ?? ?? ETF? ??
... ???? ?? ??? ?? ??? ?? ??? ?? ?? ? ... ?? ??, 4? ? 2? ?? ?? ?? ???? AI ?? ??? ???? ???????(GPU)? ???????(HBM ...
- 2024-11-28
- ??? ?
- ??? ?
![[??] 2?? 3D V-??? ??? ??? ‘??? 7 9800X3D‘](https://dimg.donga.com/a/284/160/95/2/wps/NEWS/IMAGE/2024/11/06/130378432.1.jpg)
[??] 2?? 3D V-??? ??? ??? ‘??? 7 9800X3D‘
... ?????-E? 2?? ▲GPU-VR ?? ▲??? ?? ▲?? ... ?? ??? ?? 2? ????. ??? ??? ??? ... ??? ????? ?? ?? ??? ?? ??? ??, AMD? ...
- 2024-11-06
- ??? ?
- ??? ?
?? ???? ??? GPU, ??? NPU?? ???
... 2022? 267? ??? ? 44% ????. ?? ????? ??? ?????? GPU? 376? ?? ?? ??? ??? ???. AMD? 1? ? ???? MI300 ???? ???, ??? ?? ? ...
- 2024-10-25
- ??? ?
- ??? ?
AMD, ???? MI325X·5?? ?? ?? ??··· ‘AI ????? ???’
... ????, RDNA 3.5 ??? 16? GPU ??? 2?? XDNA NPU? ??? ... ?????? “AI?? ?? ??? ??? ?? ?? ???? ... ?? ?? ?? 9%, 19%? ????. ??? ...
- 2024-10-11
- ??? ?
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2024? ?? ?? ??? 1?? AI???? ????
... ? ???? ?? ??? ??? ???, 2024? 3?? ... 493? ??·? 7880? ?)? 187% ????. ????? ???? ... ??? ??? ???? GPU ???(?? ??? 120%). ...
- 2024-12-27
“??? ?? ETF? T.R.U.M.P” ??? ?????? ETF??? ???
... ????. ? ?? ??? ?? ?? 10? ? 8?? ?? ?? ... ??? ???? ????(GPU, ????, ??, ????? ... ???? ‘????&????’ ??? ????? ...
- 2024-12-01
![[??] “美 ?? 2027? 6??? ??… AI ?? M7 ?? ??”](https://dimg.donga.com/a/284/160/95/2/ugc/CDB/WEEKLY/Article/67/3f/c3/c4/673fc3c40fa2d2738276.jpg)
[??] “美 ?? 2027? 6??? ??… AI ?? M7 ?? ??”
... S&P500 ??? EPS(?????) ???? ?? ?? 9.7%?? ??? ... ? ASIC(??? ???), FPGA(GPU? ASIC? ?? ?? ??), 3? ... ??? ???? ??? ?? ??? ??? ...
- 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??? ????? ??”
... ?? ??. ??? AI ??? GPU, HBM ??? ??? ???? ... ??? ??(??? ?? ??)? ????? ??? ? ... ?)? ?? ?? ?? 62%?? ????. ?? ?????? ...
- 2024-11-08
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... ??. SK????? AI ??? ?? ??? ??? ?? HBM ... 2000?? ???? GPU? AI ?? ??? ??? ? ?????? ??? ?????? ??? ???? CPU ??? ??? ...
- 2024-10-11