{"id":13057,"date":"2025-11-12T17:00:43","date_gmt":"2025-11-12T09:00:43","guid":{"rendered":"https:\/\/www.oscoo.com\/?p=13057"},"modified":"2025-11-19T15:45:12","modified_gmt":"2025-11-19T07:45:12","slug":"hbm-the-high-bandwidth-revolution-reshaping-the-semiconductor-memory-landscape","status":"publish","type":"post","link":"https:\/\/www.oscoo.com\/kr\/news\/hbm-the-high-bandwidth-revolution-reshaping-the-semiconductor-memory-landscape\/","title":{"rendered":"HBM: \ubc18\ub3c4\uccb4 \uba54\ubaa8\ub9ac \ud658\uacbd\uc744 \uc7ac\ud3b8\ud558\ub294 \uace0\ub300\uc5ed\ud3ed \ud601\uba85"},"content":{"rendered":"
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\uc778\uacf5\uc9c0\ub2a5, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305, \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130\uc13c\ud130\uc758 \uae09\uaca9\ud55c \uc99d\uac00\ub85c \uc778\ud574 \uae30\uc874 \uba54\ubaa8\ub9ac \uc2dc\uc2a4\ud15c\uc740 \uc804\ub840 \uc5c6\ub294 \ub3c4\uc804\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \ud504\ub85c\uc138\uc11c \uc131\ub2a5\uc740 \uacc4\uc18d\ud574\uc11c \uae30\ud558\uae09\uc218\uc801\uc73c\ub85c \uc99d\uac00\ud558\uace0 \uc788\uc9c0\ub9cc \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4\ub294 \uc774\ub97c \ub530\ub77c\uc7a1\uc9c0 \ubabb\ud574 \uc804\uccb4 \uc2dc\uc2a4\ud15c \uc131\ub2a5\uc744 \uc81c\ud55c\ud558\ub294 '\ub300\uc5ed\ud3ed \ubcd1\ubaa9\ud604\uc0c1'\uc774 \ubc1c\uc0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub300\uc751\ud558\uc5ec HBM(\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac)<\/strong> \uc774 \ud0c4\uc0dd\ud588\uc2b5\ub2c8\ub2e4. 3D \uc801\uce35 \ud328\ud0a4\uc9d5\uacfc \ucd08\uad11\ud3ed \ubc84\uc2a4 \uc778\ud130\ud398\uc774\uc2a4\ub97c \uc0ac\uc6a9\ud558\ub294 HBM\uc740 \uc804\ub825 \uc640\ud2b8\ub2f9 \ub370\uc774\ud130 \uc804\uc1a1 \ub300\uc5ed\ud3ed\uc744 \ud06c\uac8c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uc774\uc81c \uba54\ubaa8\ub9ac \uc131\ub2a5\uc758 \ud55c\uacc4\ub97c \ub3cc\ud30c\ud560 \uc218 \uc788\ub294 \ud575\uc2ec \uae30\uc220 \uc911 \ud558\ub098\ub85c \uc5ec\uaca8\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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HBM\uc758 \uae30\uc220 \ubc0f \uc544\ud0a4\ud14d\ucc98<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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HBM\uc740 \uae30\uc874 DDR \uba54\ubaa8\ub9ac\uc640 \ub2e4\ub978 \uc810\uc774 \uc788\uc2b5\ub2c8\ub2e4. 3D TSV(\uc2e4\ub9ac\ucf58 \uad00\ud1b5\uc804\uadf9)<\/strong> \uc218\uc9c1 \uc0c1\ud638 \uc5f0\uacb0 \uc124\uacc4. \uc5ec\ub7ec \uac1c\uc758 DRAM \ub2e4\uc774\ub97c \uc218\uc9c1\uc73c\ub85c \uc801\uce35\ud558\uace0 \uc2e4\ub9ac\ucf58 \ube44\uc544\ub97c \ud1b5\ud574 \uc5f0\uacb0\ud55c \ub2e4\uc74c \uc2e4\ub9ac\ucf58 \uc778\ud130\ud3ec\uc800\uc5d0 \ub85c\uc9c1 \ub2e4\uc774(\uc77c\ubc18\uc801\uc73c\ub85c GPU \ub610\ub294 AI \uac00\uc18d\uae30)\uc640 \ud568\uaed8 \ud328\ud0a4\uc9d5\ud569\ub2c8\ub2e4. \uc774 \uc124\uacc4\ub294 \uc2e0\ud638 \uacbd\ub85c\ub97c \ud68d\uae30\uc801\uc73c\ub85c \ub2e8\ucd95\ud558\uc5ec \ub0ae\uc740 \uc804\ub825 \uc18c\ube44\ub85c \ud6e8\uc52c \ube60\ub978 \uc804\uc1a1 \uc18d\ub3c4\ub97c \uad6c\ud604\ud569\ub2c8\ub2e4. \ubc18\ub300\ub85c DDR4 \ubc0f DDR5<\/a><\/span> \uc5ec\uc804\ud788 \uae30\uc874\uc758 \ubcd1\ub82c PCB \ubc30\uc120\uc744 \uc0ac\uc6a9\ud558\uba70, \ub300\uc5ed\ud3ed\uc774 \uc99d\uac00\ud558\uba74 \uc804\ub825 \ubc0f \uc2e0\ud638 \ubb34\uacb0\uc131 \ube44\uc6a9\uc774 \uc99d\uac00\ud569\ub2c8\ub2e4.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\uae30\ub2a5<\/th>HBM<\/th>DDR4<\/th>DDR5<\/th><\/tr><\/thead>
\uc5f0\uacb0<\/td>TSV \uc218\uc9c1 \uc801\uce35<\/td>PCB \ubcd1\ub82c \ubc30\uc120<\/td>PCB \ubcd1\ub82c \ubc30\uc120<\/td><\/tr>
\ud328\ud0a4\uc9d5<\/td>\ub85c\uc9c1 \ub2e4\uc774\uc640 \uacf5\ub3d9 \ud328\ud0a4\uc9c0(2.5D)<\/td>\ubcc4\ub3c4\uc758 \ubaa8\ub4c8<\/td>\ubcc4\ub3c4\uc758 \ubaa8\ub4c8<\/td><\/tr>
\ud540\ub2f9 \uc18d\ub3c4<\/td>~2Gbps<\/td>~3.2Gbps<\/td>~6.4Gbps<\/td><\/tr>
\ucd1d \ub300\uc5ed\ud3ed(\uc2a4\ud0dd\ub2f9)<\/td>256GB\/s(HBM2) - 1TB\/s(HBM3E)<\/td>~\ucd5c\ub300 25GB\/s<\/td>~50GB\/s<\/td><\/tr>
\uc804\ub825 \ud6a8\uc728\uc131<\/td>\ub192\uc74c<\/td>Medium<\/td>\uc911\uac04 \ub192\uc74c<\/td><\/tr>
\uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/td>HPC, AI, GPU, \ub124\ud2b8\uc6cc\ud0b9<\/td>PC, \uc11c\ubc84<\/td>PC, \uc11c\ubc84<\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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2025\ub144 \ud604\uc7ac, HBM \uae30\uc220\uc740 \ub2e4\uc74c\uacfc \uac19\uc774 \ubc1c\uc804\ud588\uc2b5\ub2c8\ub2e4. HBM3E<\/strong>\uc2a4\ud0dd\ub2f9 \ucd5c\ub300 24GB\uc640 1.2TB\/s\uc5d0 \uc774\ub974\ub294 \ub300\uc5ed\ud3ed\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ucc28\uc138\ub300, HBM4<\/strong>\ub97c \uc0ac\uc6a9\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uce69\ub81b + \uc561\ud2f0\ube0c \uc778\ud130\ud3ec\uc800<\/em> \uc544\ud0a4\ud14d\ucc98\ub97c \ud1b5\ud574 \ud1b5\ud569\uacfc \uc5f4 \ud6a8\uc728\uc131\uc744 \ub354\uc6b1 \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\uc0b0\uc5c5 \ud658\uacbd: \uacfc\uc810 \ubc0f \uae30\uc220 \uc7a5\ubcbd<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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HBM\uc740 \uc81c\uc870\ud558\uae30\uac00 \ub9e4\uc6b0 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uacfc\uc81c\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4. 3D \uc801\uce35 \uc218\uc728, \ud328\ud0a4\uc9d5 \uc815\ubc00\ub3c4, \ubc29\uc5f4 \ubc0f \uc778\ud130\ud3ec\uc800 \uc81c\uc791. <\/strong>\uadf8 \uacb0\uacfc \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc740 3\ub300 \uba54\ubaa8\ub9ac \uc0dd\uc0b0\uc5c5\uccb4\uac00 \uc8fc\ub3c4\ud558\ub294 \uace0\ub3c4\ub85c \uc9d1\uc911\ub41c \uc2dc\uc7a5\uc785\ub2c8\ub2e4:<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\ud68c\uc0ac<\/th>\uc2dc\uc7a5 \uc810\uc720\uc728(\ub300\ub7b5)<\/th>\ud575\uc2ec \uc81c\ud488<\/th>\uc8fc\uc694 \uace0\uac1d<\/th><\/tr><\/thead>
SK\ud558\uc774\ub2c9\uc2a4<\/td>50%+<\/td>HBM3 \/ HBM3E<\/td>NVIDIA, AMD, Intel<\/td><\/tr>
\uc0bc\uc131<\/td>35%<\/td>HBM2E \/ HBM3<\/td>AMD, Google, Amazon<\/td><\/tr>
\ub9c8\uc774\ud06c\ub860<\/td>10-15%<\/td>HBM2E \/ HBM3<\/td>NVIDIA, \uba54\ud0c0, \ud14c\uc2ac\ub77c<\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\ud55c\ud3b8, \uc77c\ubcf8\uacfc \ub300\ub9cc\uc758 \uae30\uc5c5\ub4e4(Kioxia, Nanya, Winbond \ub4f1)\uc740 \uc544\uc9c1 R&D \ub2e8\uacc4\uc5d0 \uba38\ubb3c\ub7ec \uc788\uc73c\uba70 \uc0c1\uc6a9\ud654\uc5d0 2~3\uc138\ub300 \ub4a4\ucc98\uc838 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d \ubcf8\ud1a0\uc5d0\uc11c\ub294 CXMT<\/strong> \uadf8\ub9ac\uace0 YMTC<\/strong> \uac00 \ucd08\uae30 HBM \ud504\ub85c\uc81d\ud2b8\ub97c \uc2dc\uc791\ud588\uc9c0\ub9cc, \uc81c\ud55c\ub41c \uace0\uae09 \ud328\ud0a4\uc9d5 \ub2a5\ub825\uacfc \uc218\uc785 \uc7a5\ube44\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub85c \uc778\ud574 \ub300\uaddc\ubaa8 \uc0dd\uc0b0\uc740 \ub2f9\ubd84\uac04 \uae30\ub300\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\uc774\ub7ec\ud55c '\uae30\uc220 \uacfc\uc810'\uc740 \uc18c\uc218\uc758 \uae30\uc5c5\uc5d0\uac8c \ub9c9\ub300\ud55c \uac00\uaca9 \uacb0\uc815\uad8c\uc744 \ubd80\uc5ec\ud569\ub2c8\ub2e4. 2023\ub144\ubd80\ud130 2025\ub144\uae4c\uc9c0 \uc5d4\ube44\ub514\uc544\uc758 H100, H200, \ube14\ub799\uc6f0 GPU\ub294 HBM\uc5d0 \ub300\ud55c \ud3ed\ubc1c\uc801\uc778 \uc218\uc694\ub97c \uacac\uc778\ud558\uc5ec SK\ud558\uc774\ub2c9\uc2a4\uc758 \uae30\ub85d\uc801\uc778 \uc218\uc775\uacfc \ud0c0\uc774\ud2b8\ud55c \uae00\ub85c\ubc8c \uacf5\uae09\uc744 \uac00\uc838\uc654\uc2b5\ub2c8\ub2e4.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\uc2dc\uc7a5 \uc5ed\ud559: AI \ubc0f \ucef4\ud4e8\ud305 \uacbd\uc81c\uc5d0 \ud65c\ub825\uc744 \ubd88\uc5b4\ub123\ub294 HBM<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\uc11c\uc758 AI \uad50\uc721<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\uc0dd\uc131\ud615 AI\uc640 \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378\uc758 \ub4f1\uc7a5\uc73c\ub85c HBM\uc740 GPU\uc758 \ud544\uc218\uc801\uc778 \ub3d9\ubc18\uc790\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4. NVIDIA\uc758 H100\uc740 3.35TB\/s \ub300\uc5ed\ud3ed\uc758 80GB HBM3\ub97c \uc0ac\uc6a9\ud558\ub294 \ubc18\uba74, \uc0c8\ub85c\uc6b4 Blackwell GPU\ub294 \uc6a9\ub7c9\uc774 \ub450 \ubc30\uc774\uace0 \ucd1d \ub300\uc5ed\ud3ed\uc774 \ucd5c\ub300 8TB\/s\uc778 HBM3E\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4. \uc989, AI \ud559\uc2b5\uc5d0 \ud544\uc694\ud55c \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uc774 2020\ub144 \uc774\ud6c4 10\ubc30 \uac00\uae4c\uc774 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc81c HBM \uc131\ub2a5\uc740 GPU \ud6a8\uc728\uc131\uc744 \uc9c1\uc811\uc801\uc73c\ub85c \uacb0\uc815\ud558\uba70, \uce69 \uacbd\uc7c1\ub825\uc758 \ud575\uc2ec \uc694\uc18c\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\uac00\uaca9 \uae09\ub4f1 \ubc0f \uacf5\uae09 \ubd80\uc871<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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AI \uc2dc\uc7a5\uc758 \ud638\ud669\uc73c\ub85c 2024\ub144\uacfc 2025\ub144 \uc0ac\uc774\uc5d0 HBM \uac00\uaca9\uc774 60% \uc774\uc0c1 \uae09\ub4f1\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc218\uc694\ub97c \uac10\ub2f9\ud558\uc9c0 \ubabb\ud574 \ud480\uac00\ub3d9 \uc911\uc778 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. HBM \uc0dd\uc0b0\uc5d0\ub294 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc6a9\ub7c9\uc774 \uc18c\ubaa8\ub418\uae30 \ub54c\ubb38\uc5d0 \uc77c\ubd80 DDR5 \ub77c\uc778\uc774 HBM\uc73c\ub85c \uc804\ud658\ub418\uba74\uc11c \uc77c\ubc18 \uba54\ubaa8\ub9ac \uac00\uaca9\uc774 \uc0c1\uc2b9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\uc2e0\uaddc \uc9c4\uc785\uc790 \ubc0f \uacf5\uae09\ub9dd \ud655\uc7a5<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\ub2e4\uc74c\uacfc \uac19\uc740 \uace0\uae09 \ud328\ud0a4\uc9d5 \ud68c\uc0ac\ub294 TSMC<\/strong>, ASE<\/strong>\ubc0f \uc0bc\uc131<\/strong> \ub294 CoWoS \ubc0f \uc815\ubcf4 \uc0dd\uc0b0 \ub77c\uc778\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. EDA \ubc0f \ud14c\uc2a4\ud2b8 \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4 - \ub2e4\uc74c\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ucf00\uc774\ub358\uc2a4<\/strong>, Synopsys<\/strong>\ubc0f KLA<\/strong> - 3D DRAM\uc6a9 \uac80\uc99d \ubc0f \uac80\uc0ac \ub3c4\uad6c\ub97c \uac1c\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uccb4 \uc5d0\ucf54\uc2dc\uc2a4\ud15c\uc774 \ube60\ub974\uac8c \uc131\uc219\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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HBM\uc774 \uae30\uc874 \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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HBM\uc758 \ubd80\uc0c1\uc740 \uace0\ub9bd\ub41c \uc0ac\uac74\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc804\uccb4 \uba54\ubaa8\ub9ac \uc0dd\ud0dc\uacc4\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc73c\uba70 DDR \ubc0f GDDR \uc2dc\uc7a5\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\ubbf8\ub4dc\ub808\uc778\uc9c0 \ubc0f \uc11c\ubc84 \ubd80\ubb38\uc73c\ub85c \uc774\ub3d9\ud558\ub294 DDR<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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HBM\uc740 \uace0\uc131\ub2a5 \uc2dc\uc2a4\ud15c\uc5d0 \uac00\uc7a5 \uc801\ud569\ud558\uae30 \ub54c\ubb38\uc5d0 \uc77c\ubc18 \uc18c\ube44\uc790\uc6a9 PC\uc640 \uae30\ubcf8 \uc11c\ubc84\ub294 \uacc4\uc18d\ud574\uc11c DDR4\/DDR5\ub97c \uc0ac\uc6a9\ud560 \uac83\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 AI \uc11c\ubc84\uac00 \uc218\uc694 \uc99d\uac00\uc758 \uc8fc\uc694 \uc6d0\ucc9c\uc774 \ub418\uba74\uc11c DDR\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 \uc904\uc5b4\ub4e4 \uac83\uc785\ub2c8\ub2e4. \ud2b8\ub80c\ub4dc\ud3ec\uc2a4\uc5d0 \ub530\ub974\uba74 2026\ub144\uc5d0\ub294 \ub370\uc774\ud130\uc13c\ud130\uc758 HBM \ucc44\ud0dd\uc774 35%\ub97c \ucd08\uacfc\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. DDR4\ub294 \ube60\ub974\uac8c \ub2e8\uc885\ub418\uace0 DDR5\ub294 \uc131\uc219\uae30\uc5d0 \uc811\uc5b4\ub4e4 \uac83\uc785\ub2c8\ub2e4.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4 \uc608\uc0c1 \uc2dc\uc7a5 \uc810\uc720\uc728(2025-2027\ub144)<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/th>2025<\/th>2026<\/th>2027<\/th><\/tr><\/thead>
AI\/HPC<\/td>HBM \u2192 70%<\/td>80%<\/td>85%<\/td><\/tr>
\uc77c\ubc18 \uc11c\ubc84<\/td>DDR5 \u2192 70%<\/td>65%<\/td>60%<\/td><\/tr>
PC \/ \uc18c\ube44\uc790<\/td>DDR4 \u2192 60%<\/td>45%<\/td>30%<\/td><\/tr>
GPU \uba54\ubaa8\ub9ac<\/td>DDR6 \/ HBM \ubbf9\uc2a4<\/td>HBM\uc73c\ub85c \uc804\ud658<\/td>\uba54\uc778\uc2a4\ud2b8\ub9bc HBM<\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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DDR \uc81c\uc870\uc5c5\uccb4, \"\ub450 \ubc88\uc9f8 \ud601\uc2e0\"\uc5d0 \ub3cc\uc785\ud558\ub2e4<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\ub2e4\uc74c\uacfc \uac19\uc740 \uc804\ud1b5\uc801\uc778 \uba54\ubaa8\ub9ac \uc81c\uc870\uc5c5\uccb4 \ub9c8\uc774\ud06c\ub860<\/strong> \uadf8\ub9ac\uace0 \uc0bc\uc131<\/strong> \uc804\ub7b5\uc744 \ubc14\uafb8\uace0 \uc788\uc2b5\ub2c8\ub2e4. HBM \ud22c\uc790\uc640 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc6a9\ub7c9\uc744 \ub298\ub9ac\ub294 \ud55c\ud3b8, \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \uc2dc\uc7a5\uc744 \uc704\ud574 DDR\uc744 \uc911\uc800\uac00 \uc81c\ud488\uc73c\ub85c \uc7ac\ud3ec\uc9c0\uc154\ub2dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c HBM\uc740 \uc0c8\ub85c\uc6b4 \uc131\uc7a5 \ub3d9\ub825\uc774\uc790 \uae30\uc5c5 \uacbd\uc7c1\uc744 \uc7ac\ud3b8\ud558\ub294 \ud798\uc774 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\ud5a5\ud6c4 \uc804\ub9dd: HBM4\uc640 \uce69\ub81b \uc2dc\ub300<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\ud5a5\ud6c4 5\ub144 \ub3d9\uc548 HBM\uc740 \ub2e4\uc74c\uacfc \uc810\uc810 \ub354 \ud1b5\ud569\ub420 \uac83\uc785\ub2c8\ub2e4. \uce69\ub81b \uc544\ud0a4\ud14d\ucc98<\/strong>. HBM4<\/strong>2026~2027\ub144\uacbd\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \uc774 \uae30\uc220\uc740 \uc561\ud2f0\ube0c \uc778\ud130\ud3ec\uc800\ub97c \ud1b5\ud574 2TB\/s \uc774\uc0c1\uc758 \ub300\uc5ed\ud3ed\uc744 \uc81c\uacf5\ud558\uc5ec \uc0c8\ub85c\uc6b4 \uc218\uc900\uc758 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc744 \ub2ec\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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HBM \uae30\uc220 \ub85c\ub4dc\ub9f5<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\uc138\ub300<\/th>\uc5f0\ub3c4<\/th>\uc2a4\ud0dd \ub808\uc774\uc5b4<\/th>\uc6a9\ub7c9(\uc2a4\ud0dd\ub2f9)<\/th>\ub300\uc5ed\ud3ed(GB\/s)<\/th>\uc8fc\uc694 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/th><\/tr><\/thead>
HBM1<\/td>2015<\/td>4<\/td>4GB<\/td>128<\/td>GPU<\/td><\/tr>
HBM2<\/td>2017<\/td>8<\/td>8GB<\/td>256<\/td>HPC<\/td><\/tr>
HBM2E<\/td>2020<\/td>8<\/td>16GB<\/td>460<\/td>AI \/ 5G<\/td><\/tr>
HBM3<\/td>2023<\/td>12<\/td>24GB<\/td>819<\/td>AI \uad50\uc721<\/td><\/tr>
HBM3E<\/td>2025<\/td>16<\/td>24GB<\/td>1200<\/td>LLM, HPC<\/td><\/tr>
HBM4<\/td>2027*<\/td>16+<\/td>32GB \uc774\uc0c1<\/td>2000+<\/td>\uce69\ub81b SoC<\/td><\/tr><\/tbody><\/table>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\ub3d9\uc2dc\uc5d0 \ub2e4\uc74c\uacfc \uac19\uc740 \uce69 \uc81c\uc870\uc5c5\uccb4\ub294 NVIDIA<\/strong>, AMD<\/strong>\ubc0f \uc778\ud154<\/strong> \ub294 \ucef4\ud4e8\ud305\uacfc \uba54\ubaa8\ub9ac\ub97c \ud558\ub098\ub85c \ud1b5\ud569\ud558\uc5ec \ucef4\ud4e8\ud305 \ubaa8\ub4c8\uc5d0 \uc9c1\uc811 HBM\uc744 \ubcf4\ub2e4 \uae34\ubc00\ud558\uac8c \ud1b5\ud569\ud558\ub294 \ubc29\uc548\uc744 \ubaa8\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucd94\uc138\ub294 \uba54\ubaa8\ub9ac, \uce90\uc2dc, \uc2a4\ud1a0\ub9ac\uc9c0 \uac04\uc758 \uacbd\uacc4\ub97c \ud5c8\ubb3c\uace0 \uc788\uc73c\uba70, \ub2e4\uc74c\uacfc \uac19\uc740 \uc0c8\ub85c\uc6b4 \uc544\ud0a4\ud14d\ucc98 \uac1c\ub150\uc73c\ub85c \ub098\uc544\uac00\ub294 \uae38\uc744 \uc5f4\uc5b4\uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4. \"\uba54\ubaa8\ub9ac-as-Compute.\"<\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\uba54\ubaa8\ub9ac \ud601\uba85\uc758 \uc804\ud658\uc810<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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HBM\uc740 \ub2e8\uc21c\ud55c \uc0c8\ub85c\uc6b4 \uba54\ubaa8\ub9ac \uc720\ud615\uc774 \uc544\ub2c8\ub77c \ucc28\uc138\ub300 \ucef4\ud4e8\ud305 \uc2dc\ub300\ub97c \uc774\ub044\ub294 \uc6d0\ub3d9\ub825\uc785\ub2c8\ub2e4. \uc774\ub294 \uc5c5\uacc4\uc758 \ubcc0\ud654\ub97c \uc0c1\uc9d5\ud569\ub2c8\ub2e4. \"\ucef4\ud4e8\ud305 \uc6b0\uc120\"<\/strong> \ub97c \"\ub300\uc5ed\ud3ed \uc6b0\uc120\"<\/strong> \ud328\ub7ec\ub2e4\uc784. AI, \uc790\uc728 \uc8fc\ud589, \uc2dc\ubbac\ub808\uc774\uc158, \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305 \ubd84\uc57c\uc5d0\uc11c HBM\uc740 \uacc4\uc18d\ud574\uc11c \uadf8 \uc601\uc5ed\uc744 \ud655\uc7a5\ud558\uba70 \uc131\ub2a5\uc758 \uc911\uc694\ud55c \uc9c0\ud45c\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub192\uc740 \ube44\uc6a9, \ubcf5\uc7a1\ud55c \uc81c\uc870, \uc9d1\uc911\ub41c \uacf5\uae09\ub9dd\uc73c\ub85c \uc778\ud574 \uc0c8\ub85c\uc6b4 \ub9ac\uc2a4\ud06c\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4. \uc131\ub2a5\uacfc \uacbd\uc81c\uc131 \uc0ac\uc774\uc758 \uade0\ud615\uc744 \ub9de\ucd94\ub294 \uac83\uc740 \uc5ec\uc804\ud788 \uc5c5\uacc4\uc758 \uac00\uc7a5 \ud070 \uacfc\uc81c\uc785\ub2c8\ub2e4. \uc55e\uc73c\ub85c \uba87 \ub144 \ub3d9\uc548 HBM4<\/strong> \uadf8\ub9ac\uace0 HBM5<\/strong> \ub4f1\uc7a5\ud558\uba74, \uc6b0\ub9ac\ub294 \ub2e4\uc74c\uacfc \uac19\uc740 \uc2dc\ub300\uc5d0 \uc811\uc5b4\ub4e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uc790\uccb4\uac00 \ucef4\ud4e8\ud305 \uc131\ub2a5\uc758 \ud575\uc2ec\uc774 \ub429\ub2c8\ub2e4.<\/strong> - \uadf8\ub9ac\uace0 HBM\uc740 \uadf8 \ud601\uba85\uc758 \uc911\uc2ec\uc5d0 \uc11c\uac8c \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"

HBM\uc740 3D TSV(\uc2e4\ub9ac\ucf58 \uad00\ud1b5\uc804\uadf9) \uc218\uc9c1 \uc778\ud130\ucee4\ub125\uc158 \uc124\uacc4\uac00 \uae30\uc874 DDR \uba54\ubaa8\ub9ac\uc640 \ub2e4\ub985\ub2c8\ub2e4. \uc5ec\ub7ec \uac1c\uc758 DRAM \ub2e4\uc774\ub97c \uc218\uc9c1\uc73c\ub85c \uc801\uce35\ud558\uace0 \uc2e4\ub9ac\ucf58 \ube44\uc544\ub97c \ud1b5\ud574 \uc5f0\uacb0\ud55c \ub2e4\uc74c \uc2e4\ub9ac\ucf58 \uc778\ud130\ud3ec\uc800\uc5d0 \ub85c\uc9c1 \ub2e4\uc774(\uc77c\ubc18\uc801\uc73c\ub85c GPU \ub610\ub294 AI \uac00\uc18d\uae30)\uc640 \ud568\uaed8 \ud328\ud0a4\uc9d5\ud569\ub2c8\ub2e4.<\/p>","protected":false},"author":4,"featured_media":13124,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[52],"tags":[],"class_list":["post-13057","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry-news"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/posts\/13057","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/comments?post=13057"}],"version-history":[{"count":83,"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/posts\/13057\/revisions"}],"predecessor-version":[{"id":13382,"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/posts\/13057\/revisions\/13382"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/media\/13124"}],"wp:attachment":[{"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/media?parent=13057"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/categories?post=13057"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/tags?post=13057"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}