๋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

๋ฐธ๋ฅ˜์—… ํ”„๋กœ๊ทธ๋žจ๊ณผ ๋ฐ˜๋„์ฒด ์Šˆํผ์‚ฌ์ดํด: 2025๋…„ ํ•œ๊ตญ ์ฆ์‹œ ์žฌํ‰๊ฐ€์˜ ์กฐ๊ฑด

SKํ•˜์ด๋‹‰์Šค 6.25% ๊ธ‰๋“ฑ๊ณผ ๋ฐธ๋ฅ˜์—… ํ”„๋กœ๊ทธ๋žจ์˜ ๊ต์ฐจ์ . ์ฝ”์Šคํ”ผ 4,000 ์ „๋ง์˜ ์ด๋ฉด์— ์ˆจ๊ฒจ์ง„ ๊ตฌ์กฐ์  ํ•œ๊ณ„์™€ ํˆฌ์ž ๊ธฐํšŒ๋ฅผ ๊ท ํ˜• ์žˆ๊ฒŒ ๋ถ„์„ํ•ฉ๋‹ˆ๋‹ค....

2025๋…„ 12์›” 9์ผ ยท 12 ๋ถ„ ยท 6007 ๋‹จ์–ด ยท Senior Investment Columnist | Synthesis Expert

SKํ•˜์ด๋‹‰์Šค 57๋งŒ์› ๋ณต๊ท€์˜ ์ง„์‹ค: HBM ์Šˆํผ์‚ฌ์ดํด, ๊ธฐํšŒ์ธ๊ฐ€ ํ•จ์ •์ธ๊ฐ€

SKํ•˜์ด๋‹‰์Šค๊ฐ€ 12๊ฑฐ๋ž˜์ผ๋งŒ์— 57๋งŒ์›์„ ํšŒ๋ณตํ–ˆ๋‹ค. HBM ์Šˆํผ์‚ฌ์ดํด์˜ ์‹ค์ฒด์™€ ํˆฌ์ž ๋ฆฌ์Šคํฌ๋ฅผ ๊ท ํ˜•์žˆ๊ฒŒ ๋ถ„์„ํ•˜๊ณ , ์‹œ๋‚˜๋ฆฌ์˜ค๋ณ„ ์‹ค์ „ ํˆฌ์ž ์ „๋žต์„ ์ œ์‹œํ•œ๋‹ค....

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HBM ์Šˆํผ์‚ฌ์ดํด: SKํ•˜์ด๋‹‰์Šค 57๋งŒ์› ๋ŒํŒŒ์˜ ์ง„์‹ค๊ณผ 2026๋…„ ์‹œ๋‚˜๋ฆฌ์˜ค

SKํ•˜์ด๋‹‰์Šค 57๋งŒ์› ๋ณต๊ท€์˜ ํŽ€๋”๋ฉ˜ํ„ธ์„ ํ•ด๋ถ€ํ•˜๊ณ , HBM ์Šˆํผ์‚ฌ์ดํด์˜ ๊ธฐํšŒ์™€ ๋ฆฌ์Šคํฌ๋ฅผ ๊ท ํ˜•์žˆ๊ฒŒ ๋ถ„์„ํ•ฉ๋‹ˆ๋‹ค. 2026๋…„ ์‹œ๋‚˜๋ฆฌ์˜ค์™€ ํˆฌ์ž ์„ฑํ–ฅ๋ณ„ ์‹ค์ „ ์ „๋žต์„ ์ œ์‹œํ•ฉ๋‹ˆ๋‹ค....

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HBM ์Šˆํผ์‚ฌ์ดํด์˜ ๋‘ ์–ผ๊ตด: ๊ธฐํšŒ์™€ ํƒ€์ด๋ฐ์˜ ํˆฌ์ž ์ „๋žต

SKํ•˜์ด๋‹‰์Šค 6% ๊ธ‰๋“ฑ๊ณผ HBM ์Šˆํผ์‚ฌ์ดํด, 57๋งŒ์› ๋ŒํŒŒ ์ดํ›„ ํˆฌ์ž์ž๊ฐ€ ์•Œ์•„์•ผ ํ•  ๊ธฐํšŒ์™€ ๋ฆฌ์Šคํฌ๋ฅผ ์‹ฌ์ธต ๋ถ„์„ํ•ฉ๋‹ˆ๋‹ค. 2025๋…„ ๋ฐ˜๋„์ฒด ํˆฌ์ž ์™„์ „ ๊ฐ€์ด๋“œ...

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SKํ•˜์ด๋‹‰์Šค 57๋งŒ์› ํšŒ๋ณต, HBM ํˆฌ์ž์˜ ๋‘ ์–ผ๊ตด

SKํ•˜์ด๋‹‰์Šค๊ฐ€ 57๋งŒ์›์„ ํšŒ๋ณตํ–ˆ๋‹ค. HBM ์Šˆํผ์‚ฌ์ดํด ๋‚™๊ด€๋ก ๊ณผ ๊ณต๊ธ‰ ๊ณผ์ž‰ ๊ฒฝ๊ณ , ๋‘ ์‹œ๊ฐ์„ ์ข…ํ•ฉ ๋ถ„์„ํ•˜๊ณ  ํˆฌ์ž์ž๋ฅผ ์œ„ํ•œ ์‹ค์ „ ์ „๋žต์„ ์ œ์‹œํ•œ๋‹ค....

2025๋…„ 12์›” 8์ผ ยท 7 ๋ถ„ ยท 3230 ๋‹จ์–ด ยท Senior Investment Columnist | Synthesis Expert

๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด ์Šˆํผ์‚ฌ์ดํด: 2026๋…„ ํ™ฉ๊ธˆ๊ธฐ์ธ๊ฐ€, ์ •์ ์˜ ์‹ ํ˜ธ์ธ๊ฐ€

2026๋…„ ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด ์Šˆํผ์‚ฌ์ดํด ์ „๋ง, ์‚ผ์„ฑ์ „์ž์™€ SKํ•˜์ด๋‹‰์Šค์˜ ์‹ค์  ํญ๋ฐœ ์˜ˆ๊ณ . ๊ทธ๋Ÿฌ๋‚˜ ํˆฌ์ž์ž๊ฐ€ ๋ฐ˜๋“œ์‹œ ์•Œ์•„์•ผ ํ•  ๋ฆฌ์Šคํฌ์™€ ์ถœ๊ตฌ ์ „๋žต๊นŒ์ง€ ์ข…ํ•ฉ ๋ถ„์„ํ•ฉ๋‹ˆ๋‹ค....

2025๋…„ 12์›” 8์ผ ยท 14 ๋ถ„ ยท 6668 ๋‹จ์–ด ยท Senior Investment Columnist | Synthesis Expert