KB 13 Z Ϲݱ ݵü ū Ǵϸ ǥְ 85000 95000 11.8% . ǰ ż ߴ. ŷ 71000̴.
2б D(DRAM) Ϸ б 20% Ұ ۵ǰ, 4б D, (NAND) ȯ 2021 3б 2 ݻ ̶ .
赿 KB 4б HBM3 ø ΰ(AI) 2023~2024 ġ ߴ١鼭 ̿ 11 4.7% ø, ͵ 41 20.1% ߴ١ ߴ.
̾ 5Ⱓ AI 25% ̴µ ̴ 5% ũ ȸϴ ̶͡鼭 AI žǴ HBM 5~6谡 ݵü ι ͼ ̶͡ ߴ.
鼭 Z ְ 28% SK̴н ְ ·(53%) ؿ ƴ١ 9 HBM3 뷮 AI Ŀ帮 ġ ϸ Z ְ ̶͡ .
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