{"id":68848,"date":"2025-12-22T07:30:44","date_gmt":"2025-12-21T22:30:44","guid":{"rendered":"https:\/\/thekoreantoday.com\/ulsangangnam\/2025\/12\/22\/%ec%82%b0%ed%83%80%eb%9e%a0%eb%a6%ac-%ea%b8%b0%eb%8c%80%ec%97%90-%ea%b8%b0%ec%88%a0%ec%a3%bc%c2%b7%eb%b0%98%eb%8f%84%ec%b2%b4%ec%a3%bc-%ea%b8%89%eb%93%b1ai-%eb%b0%98%eb%8f%84%ec%b2%b4\/"},"modified":"2025-12-22T07:42:04","modified_gmt":"2025-12-21T22:42:04","slug":"santa-rally-tech-semiconductors","status":"publish","type":"post","link":"https:\/\/thekoreantoday.com\/ulsangangnam\/2025\/12\/22\/santa-rally-tech-semiconductors\/","title":{"rendered":"\uc0b0\ud0c0\ub7a0\ub9ac \uae30\ub300\uc5d0 \uae30\uc220\uc8fc\u00b7\ubc18\ub3c4\uccb4\uc8fc \uae09\ub4f1\u2026AI \ubc18\ub3c4\uccb4 \ud22c\uc790 \uc2ec\ub9ac ‘\ud65c\ud65c’"},"content":{"rendered":"

\u00a0<\/p>\n

\uc5f0\ub9d0\uc744 \uc55e\ub450\uace0 \ub274\uc695\uc99d\uc2dc\uc640 \ud64d\ucf69\uc99d\uc2dc\ub97c \uc911\uc2ec\uc73c\ub85c ‘\uc0b0\ud0c0\ub7a0\ub9ac \uae30\ub300’\uac00 \ud655\uc0b0\ub418\uba70 \uae30\uc220\uc8fc\uc640 \ubc18\ub3c4\uccb4\uc8fc\uac00 \ub2e4\uc2dc \ud55c \ubc88 \uc8fc\ubaa9\ubc1b\uace0 \uc788\ub2e4. \ud2b9\ud788 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc744 \uc774\ub044\ub294 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc778 \uc5d4\ube44\ub514\uc544, \uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4\uc5d0 \ub300\ud55c \ud22c\uc790 \uc2ec\ub9ac\uac00 \uae09\uaca9\ud788 \ud68c\ubcf5\ub418\ub294 \ud750\ub984\uc774\ub2e4.<\/p>\n

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\u00a0[\ucf54\ub9ac\uc548\ud22c\ub370\uc774] \ubbf8 \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8\uc758 \ub274\uc695\uc99d\uad8c\uac70\ub798\uc18c \uac1d\uc7a5 \ub0b4\ubd80 \ubaa8\uc2b5. \u00a9 \ud604\uc2b9\ubbfc \uae30\uc790<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u00a0<\/p>\n

\ubbf8\uad6d \ub274\uc695\uc99d\uc2dc\uc5d0\uc11c\ub294 \uc624\ub77c\ud074\uc774 \ud2f1\ud1a1\uacfc \ud569\uc791\ud68c\uc0ac\ub97c \uc124\ub9bd\ud55c\ub2e4\ub294 \uc18c\uc2dd\uc774 \ud22c\uc790\uc790 \uc2ec\ub9ac\ub97c \uc790\uadf9\ud558\uba70 \uae30\uc220\uc8fc \uc804\ubc18\uc758 \uac15\uc138\ub97c \uc774\ub04c\uc5c8\ub2e4. \uc774\ub0a0 \ub098\uc2a4\ub2e5\uc9c0\uc218\ub294 1.31% \uc0c1\uc2b9\ud558\uba70 \ub9c8\uac10\ud588\uace0, \uc5d4\ube44\ub514\uc544(3.93%), AMD(6.15%), \ub9c8\uc774\ud06c\ub860(6.99%) \ub4f1\uc774 \uc77c\uc81c\ud788 \uac15\uc138\ub97c \ub098\ud0c0\ub0c8\ub2e4. \uc774\ub294 AI \ubc18\ub3c4\uccb4 \uae30\uc5c5\ub4e4\uc774 \uc800\ud3c9\uac00 \uad6c\uac04\uc5d0 \uc9c4\uc785\ud588\ub2e4\ub294 \ubd84\uc11d \uc18d\uc5d0\uc11c \uc800\uac00 \ub9e4\uc218\uc138\uac00 \uc720\uc785\ub41c \uacb0\uacfc\ub85c \ud480\uc774\ub41c\ub2e4 .<\/p>\n

\u00a0<\/p>\n

\ud64d\ucf69\uc99d\uc2dc\uc5d0\uc11c\ub3c4 ‘\uc0b0\ud0c0\ub7a0\ub9ac \uae30\ub300’\uac00 \ubc18\uc601\ub41c \ud750\ub984\uc774 \uad00\uce21\ub410\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\uc640 \uc0bc\uc131\uc804\uc790\ub97c \uac01\uac01 2\ubc30\ub85c \ucd94\uc885\ud558\ub294 CSOP ETF \uc0c1\ud488\uc5d0 \uc774\ub2ec \ub4e4\uc5b4 \uc57d 150\uc5b5 \uc6d0 \uaddc\ubaa8\uc758 \uc21c\ub9e4\uc218\uac00 \uc720\uc785\ub410\uc73c\uba70, \ud574\ub2f9 \uc0c1\ud488\uc740 \uac01\uac01 \uc21c\ub9e4\uc218 2\uc704\uc640 4\uc704\ub97c \uae30\ub85d\ud588\ub2e4. \uc774\ub294 \ud22c\uc790\uc790\ub4e4\uc774 \uc5f0\ub9d0 \ubc18\ub3c4\uccb4 \ub7a0\ub9ac\uc5d0 \ub300\ud55c \ud655\uc2e0\uc744 \ub4dc\ub7ec\ub0b8 \uacb0\uacfc\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n

\u00a0<\/p>\n

\uc2dc\uc7a5 \uc804\ubb38\uac00\ub4e4\uc740 \uc9c0\uae08\uc758 \uc6c0\uc9c1\uc784\uc774 \ub2e8\uae30 \ubc18\ub4f1\uc774 \uc544\ub2cc, \ubcf8\uaca9\uc801\uc778 \ubc18\ub3c4\uccb4 \ud638\ud669\uc758 \uc2e0\ud638\ub77c\uace0 \uc9c4\ub2e8\ud558\uace0 \uc788\ub2e4. KB\uc99d\uad8c\uc5d0 \ub530\ub974\uba74 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub294 \ucc28\uc138\ub300 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM4) \uc2dc\uc7a5\uc758 90% \uc774\uc0c1\uc744 \uacf5\uae09\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, HBM4\ub294 \uae30\uc874 HBM3E \ub300\ube44 28~58%\uc758 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc774 \uae30\ub300\ub41c\ub2e4. \uc774\uc5d0 \ub530\ub77c 2025\ub144 3\ubd84\uae30 \uc774\ud6c4 HBM4 \uc218\uc694\uac00 \ubcf8\uaca9\uc801\uc73c\ub85c \ud655\ub300\ub420 \uc804\ub9dd\uc774\ub2e4.<\/p>\n

\u00a0<\/p>\n

\uc5ed\uc0ac\uc801\uc73c\ub85c\ub3c4 \uc0b0\ud0c0\ub7a0\ub9ac\ub294 \uac15\ud55c \ud1b5\uacc4\uc801 \uae30\ubc18\uc744 \uac16\ub294\ub2e4. 1928\ub144 \uc774\ud6c4 S&P 500 \uc9c0\uc218\ub294 12\uc6d4 \ub9c8\uc9c0\ub9c9 2\uc8fc \ub3d9\uc548 75% \ud655\ub960\ub85c \uc0c1\uc2b9\ud588\uace0, \ud3c9\uade0 \uc0c1\uc2b9\ud3ed\uc740 1.3%\uc5d0 \ub2ec\ud55c\ub2e4. \uc804\ubb38\uac00\ub4e4\uc740 \ud604\uc7ac\uc758 \uc0c1\uc2b9 \ud750\ub984\uc774 \uc635\uc158 \uc2dc\uc7a5, AI \uae30\uc220\uc8fc, \ubc18\ub3c4\uccb4 \uc885\ubaa9 \ub4f1\uacfc \ub9de\ubb3c\ub9ac\uba70 \uac15\ud55c \ud22c\uc790 \ud750\ub984\uc744 \ud615\uc131\ud558\uace0 \uc788\ub2e4\uace0 \ubd84\uc11d\ud588\ub2e4. \ubbf8\uad6d \uc635\uc158 \uc2dc\uc7a5\uc5d0\uc11c\ub294 \ubc18\ub3c4\uccb4\uc640 \uae30\uc220\uc8fc\uc5d0 \ub300\ud55c \uc0c1\uc2b9 \ubca0\ud305\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \uc77c\ubd80 \uae30\uad00\uc740 \uc5f0\ub9d0\uae4c\uc9c0 ‘\uc0b0\ud0c0\uac00 \ub2e4\ub140\uac08 \uac83’\uc774\ub77c\ub294 \ub099\uad00\ub860\uc744 \uc81c\uc2dc\ud558\uace0 \uc788\ub2e4.<\/p>\n

\u00a0<\/p>\n

‘\uc0b0\ud0c0\ub7a0\ub9ac \uae30\ub300’\uac00 \ub2e8\uc21c\ud55c \uc2dc\uc98c\uc131 \uae30\ub300\ub97c \ub118\uc5b4, AI \ubc0f \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \uc2e4\uc801 \uae30\ubc18 \uc131\uc7a5 \uae30\ub300\uc640 \ub9de\ubb3c\ub9ac\uba70 \uae00\ub85c\ubc8c \ud22c\uc790\uc2ec\ub9ac\ub97c \uacac\uc778\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\ub2e4. \uc5f0\ub9d0\uc744 \uc55e\ub454 \uc9c0\uae08, \uc2dc\uc7a5\uc740 \ub2e8\uae30 \ubc18\ub4f1\uc774 \uc544\ub2cc \uad6c\uc870\uc801 \uc0c1\uc2b9 \uc804\ud658\uc758 \uae30\ub85c\uc5d0 \ub193\uc5ec \uc788\ub2e4\ub294 \ud3c9\uac00\uac00 \uc9c0\ubc30\uc801\uc774\ub2e4.<\/p>\n

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[ \ud604\uc2b9\ubbfc \uae30\uc790: ulsangangnam@thekoreantoday.com<\/a>\u00a0<\/a>https:\/\/wiago.link\/rickymoney<\/a>\u00a0]<\/p>\n

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\ud83d\udcf0 \uae30\uc0ac \uc6d0\ubb38 \ubcf4\uae30<\/a><\/p>\n

<\uc800\uc791\uad8c\uc790 \u24d2 \ucf54\ub9ac\uc548\ud22c\ub370\uc774(The Korean Today) \ubb34\ub2e8\uc804\uc7ac \ubc0f \uc7ac\ubc30\ud3ec \uae08\uc9c0><\/p>\n","protected":false},"excerpt":{"rendered":"

\u00a0 \uc5f0\ub9d0\uc744 \uc55e\ub450\uace0 \ub274\uc695\uc99d\uc2dc\uc640 \ud64d\ucf69\uc99d\uc2dc\ub97c \uc911\uc2ec\uc73c\ub85c ‘\uc0b0\ud0c0\ub7a0\ub9ac \uae30\ub300’\uac00 \ud655\uc0b0\ub418\uba70 \uae30\uc220\uc8fc\uc640 \ubc18\ub3c4\uccb4\uc8fc\uac00 \ub2e4\uc2dc \ud55c \ubc88 \uc8fc\ubaa9\ubc1b\uace0 \uc788\ub2e4. \ud2b9\ud788 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc744 \uc774\ub044\ub294 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc778 \uc5d4\ube44\ub514\uc544, \uc0bc\uc131\uc804\uc790, … <\/p>\n

Read more<\/a><\/p>\n","protected":false},"author":195,"featured_media":-999999,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/www.thekorean.today\/imgdata\/smilestory_kr\/202512\/202512221303994.png","fifu_image_alt":"\uc0b0\ud0c0\ub7a0\ub9ac \uae30\ub300","footnotes":""},"categories":[21,52],"tags":[1031,1034,1029,1032,1030,1035,1033,534],"class_list":["post-68848","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economy","category-ulsan-gangnam-news","tag-ai-","tag-hbm4","tag-1029","tag-1032","tag-1030","tag-1035","tag-1033","tag-534","resize-featured-image"],"yoast_head":"\n\uc0b0\ud0c0\ub7a0\ub9ac \uae30\ub300\uc5d0 \uae30\uc220\uc8fc\u00b7\ubc18\ub3c4\uccb4\uc8fc \uae09\ub4f1\u2026AI \ubc18\ub3c4\uccb4 \ud22c\uc790 \uc2ec\ub9ac '\ud65c\ud65c' - \ucf54\ub9ac\uc548\ud22c\ub370\uc774 \uc6b8\uc0b0\uac15\ub0a8<\/title>\n<meta name=\"description\" content=\"\uc0b0\ud0c0\ub7a0\ub9ac \uae30\ub300\uc5d0 \uae30\uc220\uc8fc\u00b7\ubc18\ub3c4\uccb4\uc8fc \uae09\ub4f1\u2026AI \ubc18\ub3c4\uccb4 \ud22c\uc790 \uc2ec\ub9ac '\ud65c\ud65c' \ucf54\ub9ac\uc548\ud22c\ub370\uc774 \uc6b8\uc0b0\uac15\ub0a8 \uacbd\uc81c - \uc0b0\ud0c0\ub7a0\ub9ac \uae30\ub300\uac00 \ucee4\uc9c0\uba70 \uae30\uc220\uc8fc\uc640 \ubc18\ub3c4\uccb4\uc8fc\uc5d0 \ub300\ud55c \ud22c\uc790 \uc2ec\ub9ac\uac00 \uc0b4\uc544\ub098\uace0 \uc788\ub2e4. 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