ϳũ Ǹ鼭 ܱ ڵ Ѹ ް ִ. 26Ϻ 29ϱ 3 600 ֽ ż ߴ. 26 10% ߴ ܱ 29 16.7% 7%p ö. Ǵ ϳũ 1 4,000 50% ȴ.
Z "ϳũ VINA(Ʈ) DRAM Ȯ ȿ ϰ ִ" "SK̴н HBM İ ڸ ϰ ־ İ ӵ ɼ ִ" ߴ. ϳũ 2005 ݵü İ SK̴н Z ݵü Ű¡ ϰ ִ.
ϳũ 27 Z HBM ַ ΰ ְ 10% ߴ. ϳũ 2.5D ÷ Ű¡ ǰ Ѵٰ . 2.5D Ű¡ 2028 105 Ը ǰ ִ.
ġ VƮ м
- 繫, ȯ
- ڷ : ġ
1. : ϳũ 9,680, 579(ͷ 6%) ߴ. 44% ش 230% Ǹ ٴ ٴ .
[1]
2. : '14 100 ȯ ֱ ° ϶ ݺߴ. ֱ ְ ݿ ũ ȸϰ ִ.
[2] ְ,
3. Ա : 4б Ա(ڹä) 9,800, ڻ 56%. ֱ 2Ⱓ Ա ũ þ.
[3] Ա, Ա
4. 帧(FCF) : ݼ ̴. 3,000 ڸ ϸ鼭 帧(帧-ں) -2,244 -135ﺸ 10 ̻ ƴ.
[4] 帧
5. PBR : PBR 4.83 PBR ֻܿ ġѴ.
[5] PBR
ۼǾϴ. ۿ õ ϴٴ ݵ ּ. Ǵܿ å ο ֽϴ.
۱ڨ ġ ã ħ, (itooza.com)
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