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" HBM ǸŴܰ 510% ¡ü D 30% ̻ "
Ʈ " HBM 200% "
24
2024.05.07 07:01 Է
< ۱ © 24. - >
ΰ(AI) Ȯ 뿪 (HBM) 䰡 ϴ HBM ü D 30% ̻ ̶ Դ.
AI Ȯ꿡 ZSK, HBM (CG) [մTV ]
7 븸 ü Ʈ ü D Ʈ(bit) 뷮 HBM ϴ 2023 2% 5% ϰ, 2025 10% Ѿ ȴ.
Ʈ HBM ġ() 鿡 2023 ü D 8% 21% þ, 2025 30% Ѿ ߴ. HBM Ǹ ܰ 2025 510% ô.
Ʈ "HBM Ǹ ܰ D , DDR5 5迡 Ѵ" "̷ å ̽ HBM 뷮 Ű AI Ĩ D 忡 뷮 ġ HBM ũ "̶ ߴ.
HBM 200% ϸ 2 ̴.
Ʈ "2025 HBM ̹ 2б ۵ƴ" "D ü ɷ ѵ ־ ü ̸ 510% λ ̴ HBM2E, HBM3, HBM3E ƴ" ߴ.
̴ HBM ڵ AI ŷڵ ϰ ְ λ Ƶ ִ , HBM3E Ǹܰ(TSV) 4060% Ұ ֱ ̶ ô.
ֿ ü HBM3E ƴ ŭ ڴ ̰ ǰ Ȯϱ ϰ ƴٰ Ʈ мߴ.
Ʈ " Gb(ⰡƮ) D ü ŷڼ ɷ¿ , ̴ ǸŴܰ(ASP) ұ ʷ ͼ ĥ ִ" .
㿣ƿ AMD AI Ĩ ŸӶΰ HBM [Ʈ . Ǹ DB ]
SK̴н Zڴ HBM ֵ Ȯϱ HBM ɷ ø ϰ ִ.
ռ SK̴н ְ濵(CEO) 2 ڰȸ "HBM ̹ 'ֵƿ'()̰, κ ֵƿƴ" ߴ. ֱ HBM3E 8 ǰ ƴ϶ 3б غ HBM3E 12 ǰ Ե ˷.
Z ý(λ) 30 1б ۷ݿ " HBM Ը Ʈ 3 ̻ ÷ ְ, ش ̹ Ǹ Ϸߴ" "2025 ּ 2 ̻ ȹϰ Ǹ Ȱϰ "̶ ִ.
ڰȸ SK̴н ǥ̻ [SK̴н . Ǹ DB ]
Zڴ HBM3E 12 ǰ 2б ̶ , SK̴н Ϸ HBM3E 12 ǰ 3б մ ϵ غ ̴.
HBM3E ǰ ư Ϲݱ B100 GB200 AMD MI350, MI375 AI Ĩ ž ̴.
Ʈ "2025 ֿ AI ַ ü HBM 䱸 HBM3E ũ ȯǰ 12 ǰ "̶ "̷ ȭ Ĩ HBM 뷮 ų "̶ ٺô.
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