{"id":116,"date":"2024-02-12T09:00:31","date_gmt":"2024-02-12T00:00:31","guid":{"rendered":"https:\/\/personalmatter.xyz\/?p=116"},"modified":"2024-02-12T09:00:31","modified_gmt":"2024-02-12T00:00:31","slug":"%ec%9d%b8%ea%b3%b5%ec%a7%80%eb%8a%a5ai-%ec%b6%9c%ed%98%88%ea%b2%bd%ec%9f%81-%ec%8a%b9%ec%9e%90%ea%b0%80-%eb%90%a0-4%ea%b0%9c%ec%9d%98-%ea%b2%bd%ec%9d%b4%eb%a1%9c%ec%9a%b4-%ea%b8%b0%ec%97%85-asml","status":"publish","type":"post","link":"https:\/\/personalmatter.xyz\/%ec%9d%b8%ea%b3%b5%ec%a7%80%eb%8a%a5ai-%ec%b6%9c%ed%98%88%ea%b2%bd%ec%9f%81-%ec%8a%b9%ec%9e%90%ea%b0%80-%eb%90%a0-4%ea%b0%9c%ec%9d%98-%ea%b2%bd%ec%9d%b4%eb%a1%9c%ec%9a%b4-%ea%b8%b0%ec%97%85-asml\/","title":{"rendered":"\uc778\uacf5\uc9c0\ub2a5(AI) \ucd9c\ud608\uacbd\uc7c1, \uc2b9\uc790\uac00 \ub420 4\uac1c\uc758 \uacbd\uc774\ub85c\uc6b4 \uae30\uc5c5 – ASML, \uc5d4\ube44\ub514\uc544, TSMC, \uc288\ud37c\ub9c8\uc774\ud06c\ub85c\ucef4\ud4e8\ud130"},"content":{"rendered":"

AI \ud22c\uc790\ub294 \ubbff\uc744 \uc218 \uc5c6\uc744 \uc815\ub3c4\ub85c \uad11\ubc94\uc704\ud558\uc9c0\ub9cc, \uba87\uba87 \ud68c\uc0ac\ub4e4\uc774 \ud070 \uc2b9\uc790\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/h2>\n

 <\/p>\n

\ub9ce\uc740 \ud68c\uc0ac\ub4e4\uc774 \uc774 \ucd94\uc138\ub85c\ubd80\ud130 \uc774\uc775\uc744 \ubcf4\uae30 \ub54c\ubb38\uc5d0 \uc778\uacf5\uc9c0\ub2a5(AI)\uc5d0 \ud22c\uc790\ud558\ub294 \uac83\uc740 \uc555\ub3c4\uc801\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\uc5c5\uc744 \uac1c\uc120\ud558\uae30 \uc704\ud574 \uc778\uacf5\uc9c0\ub2a5\uc744 \ubc30\uce58\ud558\ub294 \ud68c\uc0ac\ub4e0 \uc778\uacf5\uc9c0\ub2a5 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ub9cc\ub4dc\ub294 \ud68c\uc0ac\ub4e0 \ub9ce\uc740 \uae30\ud68c\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\ud558\uc9c0\ub9cc AI\uc758 \ud558\ub4dc\uc6e8\uc5b4 \uad6c\uc131 \uc694\uc18c\ub3c4 \uc788\uace0 \uac1c\ubcc4 \uae30\uc5c5\uc5d0 \ubb34\uc2a8 \uc77c\uc774 \uc77c\uc5b4\ub098\ub4e0 \uc774\ub4e4 \uae30\uc5c5 \uc911 \uc0c1\ub2f9\uc218\uac00 \uc2b9\uc790\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4. \uc800\ub294 \uc55e\uc73c\ub85c \uba87 \ub144 \ub3d9\uc548 \uc5c4\uccad\ub09c \uc2b9\uc790\uac00 \ub420 4\uac1c\ub97c \uc9c0\ubaa9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\"ASML<\/p>\n

1. ASML<\/h2>\n

\ub9c8\uc774\ud06c\ub85c \uce69\uc740 \uc778\uacf5\uc9c0\ub2a5 \ubaa8\ub378\uc744 \ub9cc\ub4dc\ub294 \ub370 \uc0ac\uc6a9\ub418\ub294 \ubaa8\ub4e0 \ucef4\ud4e8\ud130\uc758 \ud575\uc2ec\uc785\ub2c8\ub2e4. \uc774 \ubd80\ud488\ub4e4\uc740 \uadf8\uac83\ub4e4\uc744 \ub9cc\ub4e4\uae30 \uc704\ud574 \uace0\ub3c4\ub85c \uc804\ubb38\ud654\ub41c \uae30\uacc4\ub97c \ud544\uc694\ub85c \ud558\uba70, \uc774 \ubd84\uc57c\uc758 \uc8fc\uc694 \uacf5\uae09\uc5c5\uccb4 \uc911 \ud558\ub098\ub294 ASML (ASML 2.89%)\uc785\ub2c8\ub2e4. \uadf8 \ud68c\uc0ac\ub294 \uce69\uc5d0 \uc804\ub3c4\uc131 \ud754\uc801\uc744 \ub9cc\ub4dc\ub294 \ub9ac\uc18c\uadf8\ub798\ud53c \uae30\uacc4\ub97c \ub9cc\ub4ed\ub2c8\ub2e4.<\/p>\n

\ubc18\ub3c4\uccb4\ub294 \uc774 \ud754\uc801\ub4e4 \uc0ac\uc774\uc758 \uac70\ub9ac\uac00 3 \ub098\ub178\ubbf8\ud130 \uc815\ub3c4\ub85c \uc791\uc740 \uc9c0\uc810\uc5d0 \ub3c4\ub2ec\ud588\uc2b5\ub2c8\ub2e4. \ucc38\uace0\ub85c, \uc0ac\ub78c\uc758 \uba38\ub9ac\uce74\ub77d\uc740 \uc57d 80,000\uc5d0\uc11c 100,000 \ub098\ub178\ubbf8\ud130 \ub108\ube44\uc785\ub2c8\ub2e4. \ud754\uc801\ub4e4 \uc0ac\uc774\uc758 \uac70\ub9ac\uac00 \ub354 \uc791\uae30 \ub54c\ubb38\uc5d0, \uc774 \uce69\ub4e4\uc740 \ub354 \uac15\ub825\ud558\uace0 \ud6a8\uc728\uc801\uc774 \ub429\ub2c8\ub2e4 – \uc774\uac83\uc740 \uc5b4\ub5a4 \uae30\uae30\uc5d0\uc11c\ub4e0 \ud575\uc2ec\uc801\uc778 \ud544\uc694\uc785\ub2c8\ub2e4.<\/p>\n

 <\/p>\n

\"ASML<\/p>\n

\ub2e4\ub978 \uc5b4\ub5a4 \ud68c\uc0ac\ub3c4 EUV(\uadf9\uc790\uc678\uc120) \ub9ac\uc18c\uadf8\ub798\ud53c \uae30\uacc4\ub97c \ub9cc\ub4e4\uc9c0 \uc54a\uae30 \ub54c\ubb38\uc5d0 ASML\uc740 \ud604\uc7ac \uc774 \ubd84\uc57c\uc5d0\uc11c \uae30\uc220 \ub3c5\uc810\uad8c\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9cc\uc57d \uc5ec\ub7ec\ubd84\uc774 \ucd5c\ucca8\ub2e8 \uce69\uc744 \ub9cc\ub4e4\uace0 \uc788\ub2e4\uba74, ASML\uacfc \ud568\uaed8 \uc77c\ud574\uc57c \ud569\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c ASML\uc740 \uc774 \ubd84\uc57c\uc5d0\uc11c \ud070 \uc2b9\uc790\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

<\/h2>\n

2. Taiwan Semiconductor<\/h2>\n

\ub300\ub9cc \ubc18\ub3c4\uccb4 (TSM -0.46%)\ub294 \uc774 \uae30\uacc4\ub4e4\uc758 \uac70\ub300\ud55c \uc0ac\uc6a9\uc790\uc785\ub2c8\ub2e4. \uc774 \ud68c\uc0ac\ub294 \uc138\uacc4\uc5d0\uc11c \uac00\uc7a5 \ud070 \uacc4\uc57d \uce69 \uc81c\uc870\uc5c5\uccb4\uc774\uba70, \uc774\uac83\uc740 \ub2e4\ub978 \uace0\uac1d\ub4e4\uc744 \uc704\ud55c \uce69\uc744 \ub9cc\ub4e0\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n

\"TSMC<\/p>\n

TSMC\ub294 3nm \uce69\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc9c0\ub9cc 2025\ub144 \ucd9c\uc2dc \uc608\uc815\uc778 2nm \uce69\ub3c4 \uac1c\ubc1c\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc5d0 \uc774 \ubd84\uc57c\uc758 \uc120\ub450\uc8fc\uc790\uc785\ub2c8\ub2e4. \ub300\ub9cc \ubc18\ub3c4\uccb4\uc758 \ud601\uc2e0 \ubb38\ud654\ub294 \ud56d\uc0c1 \ub2e4\uc74c\uacfc \uac19\uc740 \uc791\uc5c5\uc744 \ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc774 \uc2e0\uc81c\ud488\ub4e4\uc774 \ucd9c\uc2dc\ub418\uba74 \uc9c0\uc18d\uc801\uc778 \uc218\uc775 \uc99d\ub300\ub97c \uac00\uc838\uc62c \uac83\uc785\ub2c8\ub2e4.<\/p>\n

\ub300\ub9cc\ubc18\ub3c4\uccb4\uc758 \uace0\uac1d\uc0ac \uc911\uc5d0\ub294 AI \ubc38\ub958\uccb4\uc778\uc5d0\uc11c \ub610 \ub2e4\ub978 \ud575\uc2ec \ubd80\ud488\uc744 \uc81c\uacf5\ud558\ub294 \uc5d4\ube44\ub514\uc544(NVDA 3.58%)\uc640 AMD\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

<\/h2>\n

3. Nvidia<\/h2>\n

\uc5d4\ube44\ub514\uc544\ub294 \uc544\ub9c8\ub3c4 \uc774 \uadf8\ub8f9\uc5d0\uc11c \uac00\uc7a5 \ud070 \uad00\uc2ec\uc744 \ubc1b\uc558\uc744 \uac83\uc778\ub370, \uc774\ub294 \ub3d9\uae09 \ucd5c\uace0 \uc218\uc900\uc758 GPU(\uadf8\ub798\ud53d \ucc98\ub9ac \uc7a5\uce58)\uac00 AI\uc5d0\uc11c \ub9e4\uc6b0 \uc911\uc694\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. GPU\ub294 \ubc29\ub300\ud55c \ub370\uc774\ud130\ub97c \ucc98\ub9ac\ud558\uace0 AI \ubaa8\ub378\uc744 \ud6c8\ub828\ud558\ub294 \ub370 \uc0ac\uc6a9\ub418\ubbc0\ub85c \ud558\ub4dc\uc6e8\uc5b4\ub294 \ud544\uc218\uc785\ub2c8\ub2e4.<\/p>\n

\uae30\uc5c5\uc774 \uc774\ub7ec\ud55c \ubaa8\ub378\uc744 \ud6c8\ub828\ud558\uae30 \uc704\ud574 \ucef4\ud4e8\ud130\ub97c \ucc29\uc6a9\ud560 \ub54c GPU\ub97c \ud55c\ub450 \uac1c\ub9cc \uad6c\uc785\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc218\ucc9c \uac1c\ub97c \uad6c\uc785\ud569\ub2c8\ub2e4. \uc774\ub85c \uc778\ud574 \uc5d4\ube44\ub514\uc544\uc758 GPU \uc218\uc694\ub294 \uc804\ub840 \uc5c6\uc774 2023\ub144\uc5d0 \ub354 \ub192\uc740 \ub9e4\ucd9c\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\"NVDA<\/p>\n

Nvidia\uc758 \uac15\uc810\uc740 AI\uac00 \uac70\ub300\ud55c \ucd94\uc138\uc778 \ud55c \uacc4\uc18d\ub420 \uac83\uc774\uba70, \uc774\ub294 \uc0c1\ub2f9\ud55c \ucef4\ud4e8\ud305 \uc778\ud504\ub77c \uad6c\ucd95\uc744 \ud544\uc694\ub85c \ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n

<\/h2>\n

4. Super Micro Computer<\/h2>\n

\uc0c1\ub2f9\ud55c \ucef4\ud4e8\ud305 \uc778\ud504\ub77c \uad6c\ucd95\uc774 \ud544\uc694\ud558\uae30 \ub54c\ubb38\uc5d0 \uc778\uacf5\uc9c0\ub2a5\uc774 \uac70\ub300\ud55c \ud2b8\ub80c\ub4dc\uc778 \ud55c, \uc5d4\ube44\ub514\uc544\uc758 \uac15\uc138\ub294 \uacc4\uc18d\ub420 \uac83\uc785\ub2c8\ub2e4. \uadf8\ub0e5 \ub098\uac00\uc11c ASML\uc758 \ub9ac\uc18c\uadf8\ub798\ud53c \uba38\uc2e0\uc73c\ub85c \ub9cc\ub4e0 \ub300\ub9cc \ubc18\ub3c4\uccb4 \uce69\uc73c\ub85c \ucc44\uc6cc\uc9c4 \uc218\ucc9c \uac1c\uc758 \uc5d4\ube44\ub514\uc544 GPU\ub97c \uc0ac\uc11c \uc5f0\uacb0\ud558\uace0 \uae0d\uc815\uc801\uc778 \uacb0\uacfc\ub97c \uae30\ub300\ud560 \uc218\ub294 \uc5c6\uc2b5\ub2c8\ub2e4. \ub300\uc2e0 \uc288\ud37c\ucef4\ud4e8\ud130\uc5d0\uc11c \ucd5c\uace0\uc758 \uc131\ub2a5\uc744 \ubc1c\ud718\ud560 \uc218 \uc788\ub3c4\ub85d \ud6a8\uc728\uc131\uc744 \uadf9\ub300\ud654\ud558\uae30 \uc704\ud574 \uc804\ubb38 \uc11c\ubc84\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n

\ubc14\ub85c \uadf8 \ubd80\ubd84\uc774 \ubc14\ub85c \uc288\ud37c\ub9c8\uc774\ud06c\ub85c\ucef4\ud4e8\ud130(SMCI 6.06%)\uc785\ub2c8\ub2e4. \uc288\ud37c\ub9c8\uc774\ud06c\ub85c\ub294 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uc2dc\ubbac\ub808\uc774\uc158, \uc57d\ubb3c \ubc1c\uacac \ub610\ub294 \uc778\uacf5\uc9c0\ub2a5 \ubaa8\ub378 \uad50\uc721\uc5d0 \uc0ac\uc6a9\ub418\ub294\uc9c0 \uc5ec\ubd80\uc5d0 \uad00\uacc4\uc5c6\uc774 \uc11c\ubc84 \uc124\uacc4\uc5d0 \uc804\ubb38\uc801\uc785\ub2c8\ub2e4. \ud68c\uc0ac\uac00 \uc218\ubc31 \uac1c\uc758 GPU \ub610\ub294 \uc218\ucc9c \uac1c\ub97c \uc6d0\ud558\ub294\uc9c0 \uc5ec\ubd80\uc5d0 \uad00\uacc4\uc5c6\uc774 \uc81c\ud488\uc740 \uad6c\uc131 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4.<\/p>\n

\"\uc288\ud37c\ub9c8\uc774\ud06c\ub85c\ucef4\ud4e8\ud130\uc8fc\uac00\"<\/p>\n

AI \ucef4\ud4e8\ud130\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc77c\ubc18 \uc2dc\uc7a5\uc5d0 \ub3c4\ub2ec\ud568\uc5d0 \ub530\ub77c \uc288\ud37c\ub9c8\uc774\ud06c\ub85c\ub294 \uacc4\uc18d\ud574\uc11c \uc6b0\uc218\ud560 \uac83\uc774\uba70, \uc774\ub294 2024\ub144\uc5d0 \uc2dc\uc791\ud558\uae30 \uc704\ud574 \uc8fc\uac00\uac00 \uc57d 140% \uc0c1\uc2b9\ud55c \uc774\uc720 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4.<\/p>\n

AI \uc6b0\uc2b9\uc790 \ubc14\uad6c\ub2c8<\/h2>\n

\uc131\uacf5\uc801\uc778 AI \ud22c\uc790\uc790\uac00 \ub418\uae30 \uc704\ud574 \ub2e8 \ud55c \uba85\uc758 \uc2b9\uc790\ub97c \uc120\ud0dd\ud560 \ud544\uc694\ub294 \uc5c6\uc2b5\ub2c8\ub2e4. \ub300\uc2e0 AI \ubd84\uc57c\uc5d0\uc11c \uc911\uc694\ud55c \uacf5\uae09\uc790\uc774\uace0 \uaf64 \uc798 \ub420 \uac00\ub2a5\uc131\uc774 \uc788\ub294 \ub2e4\uc591\ud55c \uc8fc\uc2dd\uc744 \uc120\ud0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc774 \uadf8\ub8f9\uc740 \ubaa8\ub4e0 AI \ubaa8\ub378\uc5d0 \ud544\uc694\ud55c \uad6c\uc131 \uc694\uc18c\ub97c \uc81c\uacf5\ud558\uae30 \ub54c\ubb38\uc5d0 \uc5b4\ub5a4 \ud68c\uc0ac\uac00 \ucd5c\uace0\uc758 AI \uc81c\ud488\uc744 \uc0dd\uc0b0\ud558\ub4e0 \uc0c1\uad00\uc5c6\uc774 \uc131\uacf5\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

 <\/p>\n

\uc5d4\ube44\ub514\uc544 \uc8fc\uc2dd \uc5bc\ub9c8\ub098 \ube68\ub9ac 1,000\ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud560\uc218 \uc788\uc744\uae4c\uc694?<\/a><\/p>\n

\uc778\uacf5\uc9c0\ub2a5(AI) \uac15\uc138\uc7a5\uc758 \uad7f\ub274\uc2a4 ASML<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

AI \ud22c\uc790\ub294 \ubbff\uc744 \uc218 \uc5c6\uc744 \uc815\ub3c4\ub85c \uad11\ubc94\uc704\ud558\uc9c0\ub9cc, \uba87\uba87 \ud68c\uc0ac\ub4e4\uc774 \ud070 \uc2b9\uc790\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.   \ub9ce\uc740 \ud68c\uc0ac\ub4e4\uc774 \uc774 \ucd94\uc138\ub85c\ubd80\ud130 \uc774\uc775\uc744 \ubcf4\uae30 \ub54c\ubb38\uc5d0 \uc778\uacf5\uc9c0\ub2a5(AI)\uc5d0 \ud22c\uc790\ud558\ub294 \uac83\uc740 \uc555\ub3c4\uc801\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\uc5c5\uc744 \uac1c\uc120\ud558\uae30 \uc704\ud574 \uc778\uacf5\uc9c0\ub2a5\uc744 \ubc30\uce58\ud558\ub294 \ud68c\uc0ac\ub4e0 \uc778\uacf5\uc9c0\ub2a5 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ub9cc\ub4dc\ub294 \ud68c\uc0ac\ub4e0 \ub9ce\uc740 \uae30\ud68c\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc AI\uc758 \ud558\ub4dc\uc6e8\uc5b4 \uad6c\uc131 \uc694\uc18c\ub3c4 \uc788\uace0 \uac1c\ubcc4 \uae30\uc5c5\uc5d0 \ubb34\uc2a8 \uc77c\uc774 \uc77c\uc5b4\ub098\ub4e0 \uc774\ub4e4 \uae30\uc5c5 \uc911 \uc0c1\ub2f9\uc218\uac00 … Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":125,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.infostockdaily.co.kr\/news\/photo\/202211\/184732_161514_2634.jpg?w=483&resize=483,177","_links":{"self":[{"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/posts\/116"}],"collection":[{"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/comments?post=116"}],"version-history":[{"count":2,"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/posts\/116\/revisions"}],"predecessor-version":[{"id":124,"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/posts\/116\/revisions\/124"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/media\/125"}],"wp:attachment":[{"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/media?parent=116"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/categories?post=116"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/tags?post=116"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}