{"id":15814,"date":"2026-03-05T14:53:12","date_gmt":"2026-03-05T06:53:12","guid":{"rendered":"https:\/\/www.oscoo.com\/?p=15814"},"modified":"2026-03-06T16:10:47","modified_gmt":"2026-03-06T08:10:47","slug":"z-angle-memory-the-next-generation-stacked-dram-for-ai-and-hpc","status":"publish","type":"post","link":"https:\/\/www.oscoo.com\/kr\/news\/z-angle-memory-the-next-generation-stacked-dram-for-ai-and-hpc\/","title":{"rendered":"Z-\uc575\uae00 \uba54\ubaa8\ub9ac: AI \ubc0f HPC\ub97c \uc704\ud55c \ucc28\uc138\ub300 \uc801\uce35\ud615 DRAM"},"content":{"rendered":"
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\ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378, \uc0dd\uc131\ud615 AI, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC)\uc758 \uae09\uc18d\ud55c \uc131\uc7a5\uc73c\ub85c \uc778\ud574 \uae30\uc874 \uba54\ubaa8\ub9ac \uc544\ud0a4\ud14d\ucc98\ub294 \ubb3c\ub9ac\uc801 \ud55c\uacc4\uc5d0 \ub2e4\ub2e4\ub790\uc2b5\ub2c8\ub2e4. \ub192\uc74c \ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM)<\/a><\/span> \ub294 \uc624\ub7ab\ub3d9\uc548 AI \uac00\uc18d\uae30\uc758 \ud45c\uc900\uc73c\ub85c \uc790\ub9ac \uc7a1\uc558\uc9c0\ub9cc \uc2a4\ud0dd \ub192\uc774\uc640 \ubc00\ub3c4\uac00 \ub192\uc544\uc9d0\uc5d0 \ub530\ub77c \uc6a9\ub7c9, \uc804\ub825 \uc18c\ube44, \uc5f4 \uad00\ub9ac\uc5d0\uc11c \ubcd1\ubaa9 \ud604\uc0c1\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\"\uc778\ud154\uacfc\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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2026\ub144 2\uc6d4 \ucd08, Z-\uc575\uae00 \uba54\ubaa8\ub9ac(ZAM)<\/strong> \uc740 \uc774\ub7ec\ud55c \ubb38\uc81c\ub97c \ud574\uacb0\ud558\uae30 \uc704\ud574 \ud2b9\ubcc4\ud788 \uace0\uc548\ub41c \uc194\ub8e8\uc158\uc73c\ub85c \ub4f1\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uc778\ud154\uacfc \uc18c\ud504\ud2b8\ubc45\ud06c\uc758 \uc804\uc561 \ucd9c\uc790 \uc790\ud68c\uc0ac\uc778 SAIMEMORY\uac00 \uacf5\ub3d9 \uac1c\ubc1c\ud55c ZAM\uc740 \ub370\uc774\ud130 \uc9d1\uc57d\uc801 \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc704\ud55c \uba54\ubaa8\ub9ac \ud655\uc7a5\uc744 \uc7ac\uc815\uc758\ud558\ub3c4\ub85d \uc124\uacc4\ub41c \ucc28\uc138\ub300 \uc2a4\ud0dd\ud615 DRAM \uc544\ud0a4\ud14d\ucc98\uc785\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Z-\uc575\uae00 \uba54\ubaa8\ub9ac\ub780?<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Z-\uc575\uae00 \uba54\ubaa8\ub9ac(ZAM)<\/strong> \uc740 \uae30\uc874 HBM\uc758 \ud655\uc7a5 \ud55c\uacc4\ub97c \uadf9\ubcf5\ud558\uae30 \uc704\ud574 \uad6c\ucd95\ub41c 3D \uc801\uce35\ud615 DRAM \uc544\ud0a4\ud14d\ucc98\uc785\ub2c8\ub2e4. \uc774 \uc544\ud0a4\ud14d\ucc98\uc758 \uc774\ub984\uc740 \ub2e4\uc74c\uacfc \uac19\uc740 \ud601\uc2e0\uc5d0\uc11c \uc720\ub798\ud588\uc2b5\ub2c8\ub2e4. \ub300\uac01\uc120, Z\uc790\ud615 \uc0c1\ud638 \uc5f0\uacb0 \ud1a0\ud3f4\ub85c\uc9c0<\/strong> \ud604\uc7ac \ubaa8\ub4e0 HBM \uc124\uacc4\uc5d0 \uc0ac\uc6a9\ub418\ub294 \uc218\uc9c1 \uad00\ud1b5 \uc2e4\ub9ac\ucf58 \ube44\uc544(TSV)\ub97c \ub300\uccb4\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\uc2e0\ud638\ub97c \uc704\uc544\ub798\ub85c \uc77c\uc9c1\uc120\uc73c\ub85c \ub77c\uc6b0\ud305\ud558\ub294 \uae30\uc874 \uba54\ubaa8\ub9ac \uc2a4\ud0dd\uacfc \ub2ec\ub9ac ZAM\uc740 \uc5c7\uac08\ub9b0 \ub300\uac01\uc120 \ubc30\uc120\uc744 \uc0ac\uc6a9\ud574 \uc2a4\ud0dd\uc744 \ud1b5\ud574 \ub370\uc774\ud130\ub97c \uc774\ub3d9\ud569\ub2c8\ub2e4. \uc774 \uc791\uc9c0\ub9cc \uadfc\ubcf8\uc801\uc778 \ubcc0\ud654\ub294 \uc138 \uac00\uc9c0 \uc911\uc694\ud55c \ubb38\uc81c\uc810\uc744 \ud574\uacb0\ud569\ub2c8\ub2e4: \ub300\uaddc\ubaa8 AI \ubaa8\ub378\uc744 \uc704\ud55c \uc6a9\ub7c9 \ubd80\uc871, \ub370\uc774\ud130\uc13c\ud130\uc758 \uacfc\ub3c4\ud55c \uc804\ub825 \uc18c\ube44, \uace0\ubc00\ub3c4 \ud328\ud0a4\uc9c0\uc758 \uad00\ub9ac\ud558\uae30 \uc5b4\ub824\uc6b4 \uc5f4 \ucd95\uc801 \ub4f1\uc785\ub2c8\ub2e4.<\/strong> ZAM\uc740 \uc810\uc9c4\uc801\uc778 \uc5c5\uadf8\ub808\uc774\ub4dc\uac00 \uc544\ub2d9\ub2c8\ub2e4. 2030\ub144 AI \ub370\uc774\ud130\uc13c\ud130 \ubc0f HPC \uc2dc\uc2a4\ud15c\uc758 \uc0c1\uc6a9 \ubc30\ud3ec\ub97c \ubaa9\ud45c\ub85c \ud558\ub294 \uc2a4\ud0dd \uba54\ubaa8\ub9ac\uc758 \uadfc\ubcf8\uc801\uc778 \uc7ac\uc124\uacc4\uc785\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\ud575\uc2ec \uae30\uc220 \ud601\uc2e0<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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ZAM\uc758 \uc131\ub2a5 \ud5a5\uc0c1\uc740 \ucd5c\uc2e0 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uaddc\uce59 \ub0b4\uc5d0\uc11c \uc791\ub3d9\ud558\ub3c4\ub85d \uc124\uacc4\ub41c 5\uac00\uc9c0\uc758 \uae34\ubc00\ud558\uac8c \ud1b5\ud569\ub41c \uae30\uc220 \ud601\uc2e0\uc5d0\uc11c \ube44\ub86f\ub429\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\ub300\uac01\uc120 \uc0c1\ud638\uc5f0\uacb0 \ud1a0\ud3f4\ub85c\uc9c0. <\/strong>ZAM\uc758 \uae30\ubc18\uc740 \uc218\uc9c1 TSV\uc5d0\uc11c \uc5c7\uac08\ub9b0 \ub300\uac01\uc120 \uc778\ud130\ucee4\ub125\ud2b8\ub85c\uc758 \uc804\ud658\uc785\ub2c8\ub2e4. \uc774 \uad6c\uc870\ub294 \uae30\uacc4\uc801 \uc751\ub825\uacfc \uc5f4\uc774 \uc881\uc740 \uc218\uc9c1 \uae30\ub465\uc744 \ub530\ub77c \uc9d1\uc911\ub418\uc9c0 \uc54a\uace0 \uc2a4\ud0dd \uc804\uccb4\uc5d0 \uace0\ub974\uac8c \ubd84\uc0b0\ub429\ub2c8\ub2e4. \ub610\ud55c \ud3c9\uade0 \uc2e0\ud638 \uacbd\ub85c\ub97c \ub2e8\ucd95\ud558\uc5ec \uc9c0\uc5f0 \uc2dc\uac04\uacfc \uc804\ub825 \uc190\uc2e4\uc744 \uc904\uc785\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\uad6c\ub9ac-\uad6c\ub9ac \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529. <\/strong>ZAM\uc740 \uae30\uc874\uc758 \ub9c8\uc774\ud06c\ub85c\ubc94\ud504\uc640 \ub0a9\ub55c \uc5f0\uacb0\uc744 \uad6c\ub9ac-\uad6c\ub9ac \uc9c1\uc811 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uc73c\ub85c \ub300\uccb4\ud569\ub2c8\ub2e4. \uc774 \uc6d0\uc790 \uc218\uc900\uc758 \uc5f0\uacb0\uc740 \uc800\ud56d\uacfc \uc778\ub355\ud134\uc2a4\ub97c \ub0ae\ucd94\uace0 \uc2e0\ud638 \ubb34\uacb0\uc131\uc744 \uac1c\uc120\ud558\uba70 \uc2a4\ud0dd\uc774 \uc77c\ub828\uc758 \uac1c\ubcc4 \ub2e4\uc774\uac00 \uc544\ub2cc \ub2e8\uc77c \ubaa8\ub180\ub9ac\uc2dd \uc2e4\ub9ac\ucf58 \ube14\ub85d\ucc98\ub7fc \uc791\ub3d9\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\ube44\uc544-\uc778-\uc6d0 \uc81c\uc870. <\/strong>ZAM\uc740 \ub2e8\uc21c\ud654\ub41c \ube44\uc544-\uc778-\uc6d0 \uacf5\uc815\uc744 \uc0ac\uc6a9\ud558\uc5ec \ub2e8\uc77c \uc0dd\uc0b0 \ub2e8\uacc4\ub85c \ub300\uac01\uc120 \uc778\ud130\ucee4\ub125\ud2b8\ub97c \ud615\uc131\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c HBM\uc5d0 \ud544\uc694\ud55c \ub2e4\ub2e8\uacc4 TSV \uacf5\uc815\uc5d0 \ube44\ud574 \uc81c\uc870 \ubcf5\uc7a1\uc131\uc744 \uc904\uc774\uace0 \uc218\uc728\uc744 \uac1c\uc120\ud558\uba70 \uc0dd\uc0b0 \ube44\uc6a9\uc744 \uc808\uac10\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\ucee4\ud328\uc2dc\ud130 \uc5c6\ub294 \uc124\uacc4. <\/strong>ZAM\uc740 \uc628\ub2e4\uc774 \ucee4\ud328\uc2dc\ud130\ub97c \uc644\uc804\ud788 \uc81c\uac70\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c \uba54\ubaa8\ub9ac \uc140\uc744 \uc704\ud55c \uadc0\uc911\ud55c \uc2e4\ub9ac\ucf58 \uba74\uc801\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uc5b4 \ud504\ub85c\uc138\uc2a4 \ub178\ub4dc\ub97c \ucd95\uc18c\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc2a4\ud1a0\ub9ac\uc9c0 \ubc00\ub3c4\ub97c \uc9c1\uc811\uc801\uc73c\ub85c \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uce69 \uc124\uacc4\ub97c \uac04\uc18c\ud654\ud558\uace0 \uc804\uae30 \ud6a8\uc728\uc744 \uac1c\uc120\ud569\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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EMIB \ud1b5\ud569. <\/strong>ZAM\uc740 \uc778\ud154\uc758 \uc784\ubca0\ub514\ub4dc \uba40\ud2f0 \ub2e4\uc774 \uc778\ud130\ucee4\ub125\ud2b8 \ube0c\ub9ac\uc9c0(EMIB)<\/strong> \ud328\ud0a4\uc9d5\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 ZAM \uc2a4\ud0dd\uacfc AI \ud504\ub85c\uc138\uc11c \uac04\uc758 \uace0\uc18d, \uc800\uc9c0\uc5f0 \uc5f0\uacb0\uc774 \uac00\ub2a5\ud574\uc838 \uc751\uc9d1\ub825 \uc788\ub294 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ucef4\ud50c\ub809\uc2a4\ub97c \uad6c\ucd95\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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ZAM \ub300 HBM<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\uc544\ub798 \ud45c\ub294 \uacf5\uac1c\uc801\uc73c\ub85c \uacf5\uac1c\ub41c \ud504\ub85c\ud1a0\ud0c0\uc785 \ubc0f \uc124\uacc4 \ubaa9\ud45c\ub97c \uc0ac\uc6a9\ud558\uc5ec ZAM\uc744 \ub110\ub9ac \ubc30\ud3ec\ub41c HBM3e \ubc0f \uace7 \ucd9c\uc2dc\ub420 HBM4 \uc194\ub8e8\uc158\uacfc \ube44\uad50\ud55c \uacb0\uacfc\uc785\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Metric<\/th>\nZAM<\/th>\nHBM3e (\ud604\uc7ac)<\/th>\nHBM4 (\ucd9c\uc2dc \uc608\uc815)<\/th>\n<\/tr>\n<\/thead>\n
\uc2a4\ud0dd\ub2f9 \uc6a9\ub7c9<\/strong><\/td>\n\ucd5c\ub300 512GB<\/td>\n24-36GB<\/td>\n24-48GB<\/td>\n<\/tr>\n
\ucd5c\ub300 \uc2a4\ud0dd \ub808\uc774\uc5b4<\/strong><\/td>\n50\uac1c \uc774\uc0c1\uc758 \ub808\uc774\uc5b4<\/td>\n12-16 \ub808\uc774\uc5b4<\/td>\n16~20\uac1c \ub808\uc774\uc5b4<\/td>\n<\/tr>\n
\uc804\ub825 \uc18c\ube44\ub7c9<\/strong><\/td>\nHBM3e\ubcf4\ub2e4 \ub0ae\uc740 40-50%<\/td>\n\uae30\uc900\uc120<\/td>\nHBM3e\ubcf4\ub2e4 \ub0ae\uc740 ~20%<\/td>\n<\/tr>\n
\uc0c1\ud638 \uc5f0\uacb0 \uc720\ud615<\/strong><\/td>\n\ub300\uac01\uc120 Z-\uac01 \uad6c\ub9ac<\/td>\n\uc218\uc9c1 TSV<\/td>\n\uc218\uc9c1 TSV<\/td>\n<\/tr>\n
\uc5f4 \uc131\ub2a5<\/strong><\/td>\n\uc911\uc559 \uc5f4 \uae30\ub465, \ub0ae\uc740 \ud56b\uc2a4\ud31f<\/td>\n\ub192\uc740 \uacc4\uce35\uc758 \ub192\uc740 \ud56b\uc2a4\ud31f<\/td>\n\uc911\uac04 \uc815\ub3c4\uc758 \uac1c\uc120<\/td>\n<\/tr>\n
\ud0c0\uac9f \uc0ac\uc6a9 \uc0ac\ub840<\/strong><\/td>\n\ub300\uaddc\ubaa8 AI \ud559\uc2b5, HPC<\/td>\n\ud074\ub77c\uc6b0\ub4dc AI \ucd94\ub860<\/td>\n\uc911\ub300\ud615 AI \uc6cc\ud06c\ub85c\ub4dc<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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ZAM\uc758 \uc8fc\uc694 \uc774\uc810<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\ud0c1\uc6d4\ud55c \uba54\ubaa8\ub9ac \uc6a9\ub7c9. <\/strong>ZAM\uc740 \ub2e4\uc74c\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc6a9\ub7c9\uc758 2~3\ubc30<\/strong> \uc2a4\ud0dd\ub2f9 512GB\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \ub354 \uc801\uc740 \uc218\uc758 \uac00\uc18d\uae30\ub85c \ub354 \ud070 \uae30\ubc18 \ubaa8\ub378\uc744 \uc2e4\ud589\ud560 \uc218 \uc788\uc73c\ubbc0\ub85c \uc2dc\uc2a4\ud15c \uc124\uacc4\uac00 \uac04\uc18c\ud654\ub418\uace0 \ucd1d \uc18c\uc720 \ube44\uc6a9\uc774 \uc808\uac10\ub429\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\ud68d\uae30\uc801\uc778 \uc804\ub825 \ud6a8\uc728\uc131. <\/strong>\uc804\ub825 \uc0ac\uc6a9\ub7c9\uc774 \ub2e4\uc74c\uacfc \uac19\uc774 \uac10\uc18c\ud569\ub2c8\ub2e4. 40-50%<\/strong> HBM3e\uc5d0 \ube44\ud574 \ub300\uaddc\ubaa8 AI \ud074\ub7ec\uc2a4\ud130\uc758 \uacbd\uc6b0 \uc5d0\ub108\uc9c0 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0 \ub0c9\uac01 \uc218\uc694\ub97c \uc904\uc774\uba70 \uc9c0\uc18d \uac00\ub2a5\uc131 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\ud0c1\uc6d4\ud55c \uc5f4 \uad00\ub9ac. <\/strong>\uae30\uc874 HBM\uc740 \uc5f4 \ubcd1\ubaa9\ud604\uc0c1\uc73c\ub85c \uc778\ud574 \uc57d 16~20\uac1c\uc758 \ub808\uc774\uc5b4\ub85c \uc81c\ud55c\ub429\ub2c8\ub2e4. ZAM\uc758 \ub300\uac01\uc120 \ub77c\uc6b0\ud305\uc740 \uc804\uccb4 \uc2a4\ud0dd\uc5d0 \uc5f4\uc744 \ubd84\uc0b0\ud558\ub294 \uc911\uc559 \uc5f4 \uae30\ub465\uc744 \uc0dd\uc131\ud558\uc5ec \ub2e4\uc74c\uc744 \uc548\uc815\uc801\uc73c\ub85c \uc801\uce35\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. 50\uac1c \uc774\uc0c1\uc758 \ub808\uc774\uc5b4<\/strong> \uc704\ud5d8\ud55c \ud56b\uc2a4\ud31f \uc5c6\uc774.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\ud5a5\uc0c1\ub41c \uae30\uacc4\uc801 \uc548\uc815\uc131. <\/strong>\ub300\uac01\uc120 \uc778\ud130\ucee4\ub125\ud2b8\ub294 \ub2e4\uc774 \uc804\uccb4\uc5d0 \uc751\ub825\uc744 \uace0\ub974\uac8c \ubd84\uc0b0\uc2dc\ucf1c \ub192\uc740 \uc2a4\ud0dd\uc5d0\uc11c \ub4a4\ud2c0\ub9bc\uacfc \uace0\uc7a5 \uc704\ud5d8\uc744 \uc904\uc5ec\uc90d\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ubc0f \ub370\uc774\ud130 \uc13c\ud130 \ud658\uacbd\uc5d0\uc11c \uc7a5\uae30\uc801\uc778 \uc548\uc815\uc131\uc774 \ud5a5\uc0c1\ub429\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\uac04\uc18c\ud654\ub41c \uc81c\uc870. <\/strong>\ube44\uc544-\uc778-\uc6d0 \uacf5\uc815\uacfc \ucee4\ud328\uc2dc\ud130 \uc5c6\ub294 \uc124\uacc4\ub85c \uc0dd\uc0b0\uc774 \uac04\uc18c\ud654\ub429\ub2c8\ub2e4. \ucd08\uae30 \ucd94\uc815\uce58\uc5d0 \ub530\ub974\uba74 ZAM\uc740 \ubcf5\uc7a1\ud55c HBM \uc2a4\ud0dd\ubcf4\ub2e4 \ud6e8\uc52c \ub354 \ub192\uc740 \uc6a9\ub7c9\uc744 \uc81c\uacf5\ud558\uba74\uc11c \ub354 \ub0ae\uc740 \ube44\uc6a9\uc73c\ub85c \uc81c\uc870\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\uac1c\ubc1c \ubc30\uacbd \ubc0f \uc5c5\uacc4 \ud30c\ud2b8\ub108\uc2ed<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\uc774 \uae30\uc220\uc740 \uc778\ud154\uc758 \ucc28\uc138\ub300 DRAM \ubcf8\ub529(NGDB)<\/strong> \ubbf8\uad6d \uc5d0\ub108\uc9c0\ubd80\uc758 \ucca8\ub2e8 \uba54\ubaa8\ub9ac \uae30\uc220(AMT) \ud504\ub85c\uc81d\ud2b8\uc640 \uc0cc\ub514\uc544 \uad6d\ub9bd\uc5f0\uad6c\uc18c\uc758 \uc9c0\uc6d0\uc73c\ub85c \uac1c\ubc1c\ub41c \ud504\ub85c\uadf8\ub7a8\uc785\ub2c8\ub2e4. \uc774 \uc5f0\uad6c\ub294 \uae30\uc874 DRAM\uc744 \uc81c\ud55c\ud558\ub294 \uc804\ub825-\uc6a9\ub7c9-\ub300\uc5ed\ud3ed\uc758 \ud2b8\ub808\uc774\ub4dc\uc624\ud504\ub97c \uadf9\ubcf5\ud558\ub294 \ub370 \ucd08\uc810\uc744 \ub9de\ucdc4\uc2b5\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\uc0ac\uc774\uba54\ubaa8\ub9ac\ub294 2024\ub144 12\uc6d4, AI\ub97c \uc704\ud55c \ucc28\uc138\ub300 \uba54\ubaa8\ub9ac \uac1c\ubc1c\uc774\ub77c\ub294 \ub2e8\uc77c \uc0ac\uba85\uc744 \uac00\uc9c4 \uc18c\ud504\ud2b8\ubc45\ud06c \uc790\ud68c\uc0ac\ub85c \uc124\ub9bd\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uacf5\uc2dd\uc801\uc778 \uc778\ud154-\uc0ac\uc774\uba54\ubaa8\ub9ac \ud30c\ud2b8\ub108\uc2ed\uc740 \ub2e4\uc74c \ub0a0\uc9dc\uc5d0 \ubc1c\ud45c\ub418\uc5c8\uc2b5\ub2c8\ub2e4. 2026\ub144 2\uc6d4 2\uc77c<\/strong>\uc5d0\uc11c, \uadf8\ub9ac\uace0 \ud558\ub8e8 \ub4a4\uc5d0\ub294 \uae00\ub85c\ubc8c \ud504\ub85c\ud1a0\ud0c0\uc785\uc774 \uc778\ud154 \ucee4\ub125\uc158 \uc7ac\ud32c 2026<\/strong>. \uc774 \ud611\ub825\uc5d0 \ub530\ub77c \uc778\ud154\uc740 \uace0\uae09 \ud328\ud0a4\uc9d5 \ubc0f \ubcf8\ub529 \uc804\ubb38 \uc9c0\uc2dd\uc744 \uc81c\uacf5\ud558\uace0, SAIMEMORY\ub294 \uc544\ud0a4\ud14d\ucc98 \uac1c\ubc1c \ubc0f \uc0c1\uc6a9\ud654\ub97c \uc8fc\ub3c4\ud569\ub2c8\ub2e4.<\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\uc2e4\uc81c \uc0ac\uc6a9 \uc0ac\ub840<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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ZAM\uc740 \ucd5c\uc2e0 \ucef4\ud4e8\ud305\uc5d0\uc11c \uac00\uc7a5 \uae4c\ub2e4\ub85c\uc6b4 \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ub9de\uac8c \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4:<\/div>
  • \ub300\uaddc\ubaa8 AI \ubaa8\ub378 \ud559\uc2b5. <\/strong>\uc2a4\ud0dd\ub2f9 \ub300\uc6a9\ub7c9\uc73c\ub85c \uc218\uc870 \uac1c\uc758 \ub9e4\uac1c\ubcc0\uc218 \uae30\ubc18 \ubaa8\ub378\uc758 \uba54\ubaa8\ub9ac \ubcd1\ubaa9 \ud604\uc0c1\uc744 \uc81c\uac70\ud558\uc5ec \ub354 \ube60\ub978 \ud559\uc2b5\uacfc \ub354 \uac04\ub2e8\ud55c \ud074\ub7ec\uc2a4\ud130 \uc124\uacc4\uac00 \uac00\ub2a5\ud569\ub2c8\ub2e4.<\/li>
  • \uaddc\ubaa8\uc5d0 \ub9de\ub294 \ud074\ub77c\uc6b0\ub4dc AI \ucd94\ub860. <\/strong>\uc804\ub825 \uc18c\ube44\uac00 \ub0ae\uc73c\uba74 \uc9c0\uc18d\uc801\uc778 \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc2e4\ud589\ud558\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\uc758 \uc6b4\uc601 \ube44\uc6a9\uc774 \uc808\uac10\ub429\ub2c8\ub2e4.<\/li>
  • \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305. <\/strong>\uacfc\ud559 \uc2dc\ubbac\ub808\uc774\uc158, \uae30\uc0c1 \ubaa8\ub378\ub9c1, \uc7ac\ubb34 \ubaa8\ub378\ub9c1\uc740 \uace0\uc6a9\ub7c9\uacfc \uc548\uc815\uc801\uc774\uace0 \uc9c0\uc5f0 \uc2dc\uac04\uc774 \uc9e7\uc740 \uba54\ubaa8\ub9ac \uc561\uc138\uc2a4\uc758 \uc774\uc810\uc744 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/li>
  • CXL \uba54\ubaa8\ub9ac \ud480\ub9c1. <\/strong>ZAM\uc758 \ud6a8\uc728\uc801\uc778 \uc2a4\ud0dc\ud0b9\uacfc \ub192\uc740 \ub300\uc5ed\ud3ed\uc740 \ucef4\ud4e8\ud305 \uc775\uc2a4\ud504\ub808\uc2a4 \ub9c1\ud06c(CXL) \uba54\ubaa8\ub9ac \ud480\ub9c1\uc5d0 \uc801\ud569\ud558\uba70, \ucd5c\uc2e0 \ub370\uc774\ud130 \uc13c\ud130\uc5d0\uc11c \uc720\uc5f0\ud55c \uacf5\uc720 \uba54\ubaa8\ub9ac \ub9ac\uc18c\uc2a4\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/li>
  • \uc5e3\uc9c0 AI \ubc0f \uc790\uc728 \uc2dc\uc2a4\ud15c. <\/strong>\ud5a5\uc0c1\ub41c \uc804\ub825 \ud6a8\uc728\uc131\uc740 \uc0b0\uc5c5 \uc790\ub3d9\ud654\ubd80\ud130 \uc790\uc728 \uc8fc\ud589 \ucc28\ub7c9\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uc804\ub825 \uc81c\uc57d\uc774 \uc788\ub294 \uc5e3\uc9c0 \ud658\uacbd\uc5d0\uc11c\uc758 AI \ubc30\ud3ec\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/li><\/ul><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    \ud604\uc7ac \uc0c1\ud0dc \ubc0f \ud5a5\ud6c4 \ud0c0\uc784\ub77c\uc778<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    2026\ub144 \ucd08 \ud604\uc7ac, ZAM\uc740 \uba85\ud655\ud55c \uacf5\uac1c \ub85c\ub4dc\ub9f5\uc744 \uac00\uc9c0\uace0 \ud65c\ubc1c\ud558\uac8c \uac1c\ubc1c \uc911\uc785\ub2c8\ub2e4:<\/div>
    • 2026\ub144 2\uc6d4<\/strong>: \uc778\ud154 \ucee4\ub125\uc158 \uc7ac\ud32c\uc5d0\uc11c \uc5f4 \uad00\ub9ac\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd98 \uccab \ubc88\uc9f8 \ud504\ub85c\ud1a0\ud0c0\uc785 \uc2dc\uc5f0.<\/div><\/li>
    • 2027<\/strong>: \ud558\ub4dc\uc6e8\uc5b4 \ud30c\ud2b8\ub108\uc5d0\uac8c \ucd9c\uc2dc\ub420 \uc608\uc815\uc778 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uc0d8\ud50c \ubc0f \ud14c\uc2a4\ud2b8 \uce69.<\/div><\/li>
    • 2030<\/strong>: AI \ub370\uc774\ud130\uc13c\ud130 \ubc0f HPC \uc2dc\uc2a4\ud15c\uc744 \uc704\ud55c \ub300\uaddc\ubaa8 \uc0c1\uc6a9 \ubc30\ud3ec\ub97c \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<\/div><\/li><\/ul>
      \uc774 \ud50c\ub7ab\ud3fc\uc740 \uc544\uc9c1 \uac1c\uc120 \uc911\uc774\uc9c0\ub9cc \ucd08\uae30 \ud504\ub85c\ud1a0\ud0c0\uc785 \uacb0\uacfc\ub294 \uc6a9\ub7c9, \uc804\ub825 \ubc0f \uc5f4 \uc131\ub2a5\uc5d0 \ub300\ud55c \ud575\uc2ec \uc8fc\uc7a5\uc744 \uc785\uc99d\ud569\ub2c8\ub2e4. ZAM\uc740 2030\ub144 \uc774\ud6c4\uc758 AI \uba54\ubaa8\ub9ac \ud658\uacbd\uc5d0\uc11c HBM\uc758 \ub4a4\ub97c \uc774\uc744 \uc720\ub825\ud55c \ud6c4\ubcf4\ub85c \ub110\ub9ac \uc5ec\uaca8\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/div><\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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      Z-\uc575\uae00 \uba54\ubaa8\ub9ac\ub294 \uc801\uce35\ud615 DRAM \uc124\uacc4\uc758 \ud328\ub7ec\ub2e4\uc784 \uc804\ud658\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc218\uc9c1 TSV\ub97c \ub300\uac01\uc120\uc758 Z\uc790\ud615 \uc778\ud130\ucee4\ub125\ud2b8 \ud1a0\ud3f4\ub85c\uc9c0\ub85c \ub300\uccb4\ud568\uc73c\ub85c\uc368 HBM\uc758 \uac00\uc7a5 \uace0\uc9c8\uc801\uc778 \uc81c\uc57d\uc744 \ud574\uacb0\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 AI \uba54\ubaa8\ub9ac\uc758 \uacbd\uc7c1 \ud658\uacbd\uc740 \uc5ed\ub3d9\uc801\uc785\ub2c8\ub2e4. \uc0bc\uc131\uc774 \ucd5c\uadfc \ubc1c\ud45c\ud55c zHBM\uacfc \uac19\uc740 \uacbd\uc7c1 \uae30\uc220\ub3c4 \uacf5\uaca9\uc801\uc778 \uc131\ub2a5\uc744 \ub0b4\uc138\uc6b0\uba70 HBM4 \uc774\ud6c4\uc758 \uc2dc\ub300\ub97c \ub178\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uc0c8\ub85c\uc6b4 \uba54\ubaa8\ub9ac \uc544\ud0a4\ud14d\ucc98\uc758 \uc131\uacf5\uc801\uc778 \uc0c1\uc6a9\ud654\ub294 \ub192\uc740 \uc81c\uc870 \uc218\uc728\uacfc \uacbd\uc7c1\ub825 \uc788\ub294 \ube44\uc6a9 \uad6c\uc870\ub97c \ub2ec\uc131\ud558\uace0 \uc8fc\uc694 AI \uac00\uc18d\uae30 \ubc0f \uc2dc\uc2a4\ud15c \uacf5\uae09\uc5c5\uccb4\uc758 \ucc44\ud0dd\uc744 \uc774\ub04c\uc5b4\ub0b4\ub294 \ub370 \ub2ec\ub824 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c ZAM\uc740 \ub9e4\ub825\uc801\uc778 \uccad\uc0ac\uc9c4\uc744 \uc81c\uc2dc\ud558\uc9c0\ub9cc, \ud504\ub85c\ud1a0\ud0c0\uc785\uc5d0\uc11c \uc5c5\uacc4 \ud45c\uc900\uc73c\ub85c \ub098\uc544\uac00\ub294 \uc5ec\uc815\uc740 \uc774\ub7ec\ud55c \ud604\uc2e4\uc801\uc778 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ubc0f \uc5d0\ucf54\uc2dc\uc2a4\ud15c \uacfc\uc81c\ub97c \uadf9\ubcf5\ud558\ub294 \ub370 \ub2ec\ub824 \uc788\uc2b5\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":"

      Z-\uc575\uae00 \uba54\ubaa8\ub9ac(ZAM)\ub294 \uae30\uc874 HBM\uc758 \uc2a4\ucf00\uc77c\ub9c1 \ud55c\uacc4\ub97c \uadf9\ubcf5\ud558\uae30 \uc704\ud574 \uad6c\ucd95\ub41c 3D \uc801\uce35\ud615 DRAM \uc544\ud0a4\ud14d\ucc98\uc785\ub2c8\ub2e4. \uc774 \uc544\ud0a4\ud14d\ucc98\uc758 \uc774\ub984\uc740 \uc218\uc9c1 \uad00\ud1b5 \uc2e4\ub9ac\ucf58 \ube44\uc544(TSV)\ub97c \ub300\uccb4\ud558\ub294 \ub300\uac01\uc120 Z\uc790\ud615 \uc0c1\ud638 \uc5f0\uacb0 \ud1a0\ud3f4\ub85c\uc9c0\ub77c\ub294 \ud601\uc2e0\uc5d0\uc11c \uc720\ub798\ud588\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"author":4,"featured_media":15873,"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-15814","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\/15814","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=15814"}],"version-history":[{"count":73,"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/posts\/15814\/revisions"}],"predecessor-version":[{"id":15923,"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/posts\/15814\/revisions\/15923"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/media\/15873"}],"wp:attachment":[{"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/media?parent=15814"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/categories?post=15814"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.oscoo.com\/kr\/wp-json\/wp\/v2\/tags?post=15814"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}