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๋ธ”๋ž™์›ฐ

๋ธ”๋ž™์›ฐ ์‹œ๋Œ€, AI ๋ฐ˜๋„์ฒด ํˆฌ์ž์˜ ๋น›๊ณผ ๊ทธ๋ฆผ์ž

์—”๋น„๋””์•„ ๋ธ”๋ž™์›ฐ๊ณผ ๋น…ํ…Œํฌ 2,700์–ต ๋‹ฌ๋Ÿฌ ํˆฌ์ž๋กœ ์—ด๋ฆฌ๋Š” AI ๋ฐ˜๋„์ฒด ์Šˆํผ์‚ฌ์ดํด. ๋‚™๊ด€๋ก ๊ณผ ๋น„๊ด€๋ก ์„ ์ข…ํ•ฉํ•œ ์‹ค์ „ ํˆฌ์ž ๊ฐ€์ด๋“œ๋ฅผ ์ œ์‹œํ•ฉ๋‹ˆ๋‹ค....

2025๋…„ 12์›” 9์ผ ยท 12 ๋ถ„ ยท 5779 ๋‹จ์–ด ยท Senior Investment Columnist | Synthesis Expert

AI ๋ฐ˜๋„์ฒด ์Šˆํผ์‚ฌ์ดํด: ๊ธฐํšŒ์™€ ๋ฆฌ์Šคํฌ ์‚ฌ์ด์˜ ํ˜„๋ช…ํ•œ ์„ ํƒ

SKํ•˜์ด๋‹‰์Šค ๊ธ‰๋“ฑ๊ณผ HBM ์‹œ์žฅ ํ˜ธํ™ฉ, ๊ทธ๋Ÿฌ๋‚˜ AI ์ˆ˜์ตํ™” ๋ถˆํ™•์‹ค์„ฑ์ด๋ผ๋Š” ์–‘๋‚ ์˜ ๊ฒ€. 2025๋…„ AI ๋ฐ˜๋„์ฒด ํˆฌ์ž์˜ ํ•ต์‹ฌ ์Ÿ์ ๊ณผ ์‹ค์ „ ์ „๋žต์„ ์ข…ํ•ฉ ๋ถ„์„ํ•ฉ๋‹ˆ๋‹ค....

2025๋…„ 12์›” 9์ผ ยท 13 ๋ถ„ ยท 6028 ๋‹จ์–ด ยท Senior Investment Columnist | Synthesis Expert

AI ๋ฐ˜๋„์ฒด ์Šˆํผ์‚ฌ์ดํด์˜ ์ง„์‹ค: 360์กฐ ํˆฌ์ž ์ด๋ฉด์˜ ๊ธฐํšŒ์™€ ํ•จ์ •

๋น…ํ…Œํฌ๊ฐ€ 360์กฐ ์›์„ ์Ÿ์•„๋ถ“๋Š” AI ๋ฐ˜๋„์ฒด ์‹œ์žฅ. ์—”๋น„๋””์•„ ๋ธ”๋ž™์›ฐ๊ณผ HBM ์ˆ˜์š” ๊ธ‰์ฆ์˜ ์ด๋ฉด์— ์ˆจ๊ฒจ์ง„ ๊ณผ๋Œ€ํ‰๊ฐ€ ๋ฆฌ์Šคํฌ์™€ ์ง„์งœ ํˆฌ์ž ๊ธฐํšŒ๋ฅผ ๋ถ„์„ํ•ฉ๋‹ˆ๋‹ค....

2025๋…„ 12์›” 9์ผ ยท 8 ๋ถ„ ยท 3816 ๋‹จ์–ด ยท Senior Investment Columnist | Synthesis Expert