{"id":19,"date":"2026-07-07T12:34:39","date_gmt":"2026-07-07T12:34:39","guid":{"rendered":"https:\/\/eco-board.kr\/?p=19"},"modified":"2026-07-07T12:35:11","modified_gmt":"2026-07-07T12:35:11","slug":"19","status":"publish","type":"post","link":"https:\/\/eco-board.kr\/?p=19","title":{"rendered":"AI \ubc84\ube14 vs \ub9c8\uc774\ud06c\ub860, \uc9c0\uae08\uc740 \uae30\ud68c\uc77c\uae4c \uc704\ud5d8\uc77c\uae4c?"},"content":{"rendered":"
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\ucd5c\uadfc \uc2dc\uc7a5\uc5d0\uc11c\ub294 AI \uc5f4\ud48d\uc758 \uc911\uc2ec\uc5d0 \uc788\ub294 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uae30\uc5c5 **Micron Technology<\/span><\/span>**\uc744 \ub458\ub7ec\uc2f8\uace0 \ub728\uac70\uc6b4 \ub17c\uc7c1\uc774 \ubc8c\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 2008\ub144 \uae08\uc735\uc704\uae30\ub97c \uc608\uce21\ud588\ub358 \ud22c\uc790\uc790 **Michael Burry<\/span><\/span>**\uac00 \ub9c8\uc774\ud06c\ub860 \uacf5\ub9e4\ub3c4 \ud3ec\uc9c0\uc158\uc744 \uc7a1\uc73c\uba74\uc11c \uad00\uc2ec\uc774 \ub354\uc6b1 \ucee4\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n

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\uc65c \ub9c8\uc774\ud074 \ubc84\ub9ac\ub294 \ub9c8\uc774\ud06c\ub860\uc744 \uacf5\ub9e4\ub3c4\ud588\uc744\uae4c?<\/h2>\n

\ub9c8\uc774\ud074 \ubc84\ub9ac\ub294 \ub2e8\uc21c\ud788 “AI \ubc84\ube14\uc774 \ud130\uc9c4\ub2e4”\ub294 \uc8fc\uc7a5\uc744 \ud558\ub294 \uac83\uc774 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n

\uadf8\uc758 \ud575\uc2ec \ub17c\ub9ac\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n

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  • \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc740 \ubcf8\uc9c8\uc801\uc73c\ub85c \uc0ac\uc774\ud074 \uc0b0\uc5c5\uc774\ub2e4.<\/li>\n
  • \ud604\uc7ac AI \uc218\uc694\ub85c \uc778\ud574 \uae30\uc5c5\ub4e4\uc774 \uacfc\ub3c4\ud558\uac8c \ub099\uad00\ud558\uace0 \uc788\ub2e4.<\/li>\n
  • \uacfc\uac70\uc5d0\ub3c4 \uc774\ub7f0 \ub099\uad00\ub860\uc740 \uacb0\uad6d \uacf5\uae09 \uacfc\uc789\uc73c\ub85c \uc774\uc5b4\uc84c\ub2e4.<\/li>\n
  • \uc9c0\uae08\uc758 \ub192\uc740 \uc218\uc775\uc131\uc740 \uc601\uc6d0\ud558\uc9c0 \uc54a\uc744 \uc218 \uc788\ub2e4.<\/li>\n<\/ul>\n

    \uc989, \uadf8\ub294 \ud604\uc7ac \uc2dc\uc7a5\uc774 \ubbf8\ub798\ub97c \uc9c0\ub098\uce58\uac8c \uae0d\uc815\uc801\uc73c\ub85c \ubc18\uc601\ud558\uace0 \uc788\ub2e4\uace0 \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

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    BIS\ub3c4 \ube44\uc2b7\ud55c \uacbd\uace0\ub97c \ub0b4\ub193\uc558\ub2e4<\/h2>\n

    \ud765\ubbf8\ub85c\uc6b4 \uc810\uc740 \uad6d\uc81c\uacb0\uc81c\uc740\ud589 Bank for International Settlements<\/span><\/span><\/strong> \uc5ed\uc2dc AI \ud22c\uc790 \uc5f4\ud48d\uc5d0 \ub300\ud55c \uacbd\uace0\ub97c \ub0b4\ub1a8\ub2e4\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

    BIS\ub294 \ub2e4\uc74c\uacfc \uac19\uc740 \uc704\ud5d8\uc744 \uc9c0\uc801\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

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    • AI \uc778\ud504\ub77c \ud22c\uc790 \uaddc\ubaa8\uac00 \ud604\uae08\ud750\ub984\uc744 \ucd08\uacfc<\/li>\n
    • \ud22c\uc790 \uc790\uae08\uc774 \ubd80\ucc44\uc5d0 \uc758\uc874<\/li>\n
    • \uc77c\ubd80 \uae30\uc5c5\ub4e4\uc740 \ud22c\uc790\ud55c \ub3c8\uc774 \ub2e4\uc2dc \uc790\uc2e0\ub4e4\uc758 \ub9e4\ucd9c\ub85c \ub3cc\uc544\uc624\ub294 \uc21c\ud658 \uad6c\uc870 \ud615\uc131<\/li>\n
    • AI \uacbd\uc7c1\uc774 \uc2ec\ud654\ub420\uc218\ub85d \uc804\uccb4 \uc0b0\uc5c5 \uc218\uc775\uc131\uc774 \uc545\ud654\ub420 \uac00\ub2a5\uc131 \uc874\uc7ac<\/li>\n<\/ul>\n

      \uc989, AI \uc0b0\uc5c5\uc774 \uc9c0\ub098\uce5c \uacbd\uc7c1\uacfc \uacfc\uc789 \ud22c\uc790 \uad6d\uba74\uc73c\ub85c \uc9c4\uc785\ud560 \uc218 \uc788\ub2e4\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

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      \uadf8\ub7f0\ub370\ub3c4 \ub9c8\uc774\ud06c\ub860\uc774 \uac15\ud55c \uc774\uc720<\/h2>\n

      \uc2dc\uc7a5\uc5d0\uc11c\ub294 \ub9c8\uc774\ud06c\ub860\uc744 \uc9c0\ud0f1\ud558\ub294 \uc138 \uac00\uc9c0 \uac15\ub825\ud55c \uc694\uc18c\uac00 \uc788\ub2e4\uace0 \ud3c9\uac00\ud569\ub2c8\ub2e4.<\/p>\n

      1. \uc815\ubd80 \uc9c0\uc6d0<\/h3>\n

      \ubbf8\uad6d, \uc77c\ubcf8, \ud55c\uad6d \uc815\ubd80\ub294 \ubaa8\ub450 \ubc18\ub3c4\uccb4\ub97c \uc804\ub7b5 \uc0b0\uc5c5\uc73c\ub85c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

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      • \ubbf8\uad6d CHIPS \ubc95\uc548<\/li>\n
      • \uc77c\ubcf8 HBM \ud22c\uc790 \uc9c0\uc6d0<\/li>\n
      • \ud55c\uad6d \ubc18\ub3c4\uccb4 \ud074\ub7ec\uc2a4\ud130 \ud655\ub300<\/li>\n<\/ul>\n

        \uad6d\uac00 \ucc28\uc6d0\uc758 \uc9c0\uc6d0\uc774 \uc774\uc5b4\uc9c0\uace0 \uc788\uc5b4 \uacfc\uac70\uc640\ub294 \ud658\uacbd\uc774 \ub2e4\ub974\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc635\ub2c8\ub2e4.<\/p>\n

        2. \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d(SCA)<\/h3>\n

        \ub9c8\uc774\ud06c\ub860\uc740 \uc8fc\uc694 \uace0\uac1d\ub4e4\uacfc \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

        \ud2b9\uc9d5\uc740:<\/p>\n

          \n
        • \ucd5c\uc18c \uad6c\ub9e4 \ubb3c\ub7c9 \ubcf4\uc7a5<\/li>\n
        • \uac00\uaca9 \ud558\ub77d \ubc29\uc5b4<\/li>\n
        • \uacc4\uc57d \uc704\ubc18 \uc2dc \ucc45\uc784 \ubc1c\uc0dd<\/li>\n<\/ul>\n

          \uc774\ubbf8 \uc218\uc2ed \uac74\uc758 \uacc4\uc57d\uc774 \uccb4\uacb0\ub418\uc5c8\uc73c\uba70 \ud5a5\ud6c4 \ub9e4\ucd9c \uc548\uc815\uc131\uc744 \ub192\uc5ec\uc8fc\ub294 \uc5ed\ud560\uc744 \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

          3. AI\uc6a9 HBM \uc218\uc694 \ud3ed\ubc1c<\/h3>\n

          AI \uc11c\ubc84\uc5d0\ub294 \uace0\uc131\ub2a5 \uba54\ubaa8\ub9ac(HBM)\uac00 \ud544\uc218\uc785\ub2c8\ub2e4.<\/p>\n

          HBM \uc0dd\uc0b0\uc5d0\ub294 \uae30\uc874 D\ub7a8\ubcf4\ub2e4 \ud6e8\uc52c \ub9ce\uc740 \uc6e8\uc774\ud37c\uac00 \ud544\uc694\ud558\uae30 \ub54c\ubb38\uc5d0 \uacf5\uae09 \uc99d\uac00 \uc18d\ub3c4\uac00 \uc81c\ud55c\ub429\ub2c8\ub2e4.<\/p>\n

          \uacb0\uacfc\uc801\uc73c\ub85c:<\/p>\n

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          • \uacf5\uae09 \ubd80\uc871<\/li>\n
          • \uac00\uaca9 \uc0c1\uc2b9<\/li>\n
          • \ub192\uc740 \uc218\uc775\uc131<\/li>\n<\/ul>\n

            \uc774 \uad6c\uc870\uac00 \ub2f9\ubd84\uac04 \uc9c0\uc18d\ub420 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

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            \uc2dc\uc7a5\uc758 \ud575\uc2ec \uc7c1\uc810<\/h2>\n

            \ud604\uc7ac \ud22c\uc790\uc790\ub4e4\uc758 \uc758\uacac\uc740 \ud06c\uac8c \ub450 \uac00\uc9c0\ub85c \ub098\ub269\ub2c8\ub2e4.<\/p>\n

            \uac15\uc138\ub860<\/h3>\n
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            • AI \uc218\uc694\ub294 \uc7a5\uae30 \uc131\uc7a5<\/li>\n
            • \uc815\ubd80\uac00 \uc801\uadf9 \uc9c0\uc6d0<\/li>\n
            • \uc7a5\uae30 \uacc4\uc57d\uc73c\ub85c \uc2e4\uc801 \uc548\uc815<\/li>\n
            • \uacfc\uac70 \uba54\ubaa8\ub9ac \uc0ac\uc774\ud074\uacfc\ub294 \ub2e4\ub974\ub2e4<\/li>\n<\/ul>\n

              \uc57d\uc138\ub860<\/h3>\n
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              • \uacb0\uad6d \uacf5\uae09\uc740 \ub298\uc5b4\ub09c\ub2e4<\/li>\n
              • \uc2e0\uaddc \uacf5\uc7a5\uc774 2028~2030\ub144\ubd80\ud130 \ubcf8\uaca9 \uac00\ub3d9<\/li>\n
              • \uc7a5\uae30 \uacc4\uc57d \uc885\ub8cc \uc2dc\uc810\uacfc \uacf5\uae09 \ud655\ub300 \uc2dc\uc810\uc774 \uacb9\uce60 \uc218 \uc788\ub2e4<\/li>\n
              • \ud604\uc7ac \ub0ae\uc740 PER\uc740 \uc624\ud788\ub824 \uc0ac\uc774\ud074 \uc815\uc810 \uc2e0\ud638\uc77c \uc218\ub3c4 \uc788\ub2e4<\/li>\n<\/ul>\n
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                \ud55c \uc904 \uacb0\ub860<\/h2>\n

                \ud604\uc7ac \ub9c8\uc774\ud06c\ub860\uacfc AI \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 “AI \ud601\uba85\uc774 \uacfc\uac70 \uba54\ubaa8\ub9ac \uc0ac\uc774\ud074\uc744 \uc774\uae38 \uc218 \uc788\ub294\uac00?”<\/strong>\ub77c\ub294 \uc9c8\ubb38 \uc704\uc5d0 \uc11c \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

                \uac15\uc138\ub860\uc740 “\uc774\ubc88\uc5d4 \ub2e4\ub974\ub2e4”\uace0 \ub9d0\ud558\uace0, \ub9c8\uc774\ud074 \ubc84\ub9ac\ub294 “\uacb0\uad6d \uc0ac\uc774\ud074\uc740 \ubc18\ubcf5\ub41c\ub2e4”\uace0 \uc8fc\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n

                \ud22c\uc790\uc790\ub77c\uba74 \ub2e8\uc21c\ud788 AI \uc5f4\ud48d\ub9cc \ubcfc \uac83\uc774 \uc544\ub2c8\ub77c \u25b2\uc7a5\uae30 \uacf5\uae09\uacc4\uc57d(SCA) \ud655\ub300 \uc5ec\ubd80 \u25b2HBM \uacf5\uae09 \uc99d\uac00 \uc18d\ub3c4 \u25b2\uc815\ubd80 \uc9c0\uc6d0 \uc9c0\uc18d\uc131 \u25b2AI \uae30\uc5c5\ub4e4\uc758 \uc2e4\uc81c \uc218\uc775\uc131\uc744 \uafb8\uc900\ud788 \ud655\uc778\ud560 \ud544\uc694\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uacb0\uad6d \uc55e\uc73c\ub85c \uba87 \ub144\uc774 AI \uc0b0\uc5c5\uc758 \uc9c4\uc9dc \uac00\uce58\ub97c \uc99d\uba85\ud558\ub294 \uc2dc\uac04\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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                \ucd5c\uadfc \uc2dc\uc7a5\uc5d0\uc11c\ub294 AI \uc5f4\ud48d\uc758 \uc911\uc2ec\uc5d0 \uc788\ub294 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uae30\uc5c5 **Micron Technology**\uc744 \ub458\ub7ec\uc2f8\uace0 \ub728\uac70\uc6b4 \ub17c\uc7c1\uc774 \ubc8c\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 2008\ub144 \uae08\uc735\uc704\uae30\ub97c \uc608\uce21\ud588\ub358 \ud22c\uc790\uc790 **Michael Burry**\uac00 \ub9c8\uc774\ud06c\ub860 \uacf5\ub9e4\ub3c4 \ud3ec\uc9c0\uc158\uc744 \uc7a1\uc73c\uba74\uc11c \uad00\uc2ec\uc774 \ub354\uc6b1 \ucee4\uc84c\uc2b5\ub2c8\ub2e4. \uc65c \ub9c8\uc774\ud074 \ubc84\ub9ac\ub294 \ub9c8\uc774\ud06c\ub860\uc744 \uacf5\ub9e4\ub3c4\ud588\uc744\uae4c? \ub9c8\uc774\ud074 \ubc84\ub9ac\ub294 \ub2e8\uc21c\ud788 “AI \ubc84\ube14\uc774 \ud130\uc9c4\ub2e4”\ub294 \uc8fc\uc7a5\uc744 \ud558\ub294 \uac83\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uadf8\uc758 \ud575\uc2ec \ub17c\ub9ac\ub294 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc740 \ubcf8\uc9c8\uc801\uc73c\ub85c \uc0ac\uc774\ud074 […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[4],"class_list":["post-19","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-i"],"_links":{"self":[{"href":"https:\/\/eco-board.kr\/index.php?rest_route=\/wp\/v2\/posts\/19","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/eco-board.kr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/eco-board.kr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/eco-board.kr\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/eco-board.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=19"}],"version-history":[{"count":2,"href":"https:\/\/eco-board.kr\/index.php?rest_route=\/wp\/v2\/posts\/19\/revisions"}],"predecessor-version":[{"id":22,"href":"https:\/\/eco-board.kr\/index.php?rest_route=\/wp\/v2\/posts\/19\/revisions\/22"}],"wp:attachment":[{"href":"https:\/\/eco-board.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=19"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/eco-board.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=19"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/eco-board.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=19"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}