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Why Changshin Memory is still cheap even if it increases by 500%

๐Ÿ‘ค ์•ผ๋ฆฌํƒ€
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24b0d121e09c28a8699fe8b115ef046543abf83e


์ด ๊ฐœ๊ฑฐํ’ˆ ๊ธฐ์—…์ด 1300์กฐ์ž„ ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹




24b0d121e09c28a8699fe8b115ef0468eaa8edbe67



700์กฐ๋ฉด ์•„์ง๋„ ์ €๋ ดํ•˜์ง˜ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹์ป„ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹

๐Ÿ”ฅ ์‹ค์‹œ๊ฐ„ ๋„คํ‹ฐ์ฆŒ ๋ฒ ์ŠคํŠธ ๋ฐ˜์‘

  • ใ…‡ใ…‡2์ฐฝ์‹ ์€ ํ•˜๋‹‰ ํผํฌ๋จผ์Šค ๋ฐ˜๋ฐ–์— ๋ชปํ•˜์ž๋„ˆ
  • ใ…‡ใ…‡3์–˜๋„จ ์˜์—…์ด์ต ์–ผ๋งˆ๋ƒ?
  • Tauon์ด๊ฑด ์ง„์งœ ๋ญ” ๋ฉ์ฒญ์ด์ด์ง€
  • ใ…‡ใ…‡6๊ฐœ์ถ” ์กฐ์ž‘ํ•˜๋Š”๊ฑฐ๋ด๋ผ
  • ใ…‡ใ…‡์—ฐ๋ด‰ 20์–ต ๋…ธ์กฐ๊ฐ€ ์—†์Œ
  • ใ…‡ใ…‡9์ฐฝ์‹ ๋ง˜๋“ค ์˜ค๋Š˜ ๋Œ€๋ฆผ๋™ ํ› ๊ถˆ์ง‘์—์„œ ํ•œ์ž” ํ•˜๊ฒ ๋„ค ์ฐฝ์‹ ๋ฉ”๋ชจ๋ฆฌ ใ…Šใ…‹ใ…Šใ…‹ ๋‹ค ๋จน๊ตฌ 2์ฐจ๋กœ ์ดฌ๋Œ„ ๊ฐ€์•ผ์ง€
  • ใ…‡ใ…‡๋Šฅ์ง€๋ณด๋ฉด ์ˆ˜์œจ ๊ฐœX๋„ ์•ˆ๋‚˜์˜ค๋Š”๊ฑด ์ดํ•ด๋„ ๋ชปํ• ๊ฑฐ๊ณ  ์งฑ๊นจ์ฃผ์‹์€ ๊ฐœ์กฐ์„  ๊ด€์น˜๊ธˆ์œต์˜ ๋งค์šด๋ง›์ธ๋ฐ ๋งŽ์ด์‚ฌ๋ผ ใ…‡ใ…‡
  • ใ…‡ใ…‡10AI๋ถ์œผ๋กœ ์ผ๋ณธ ๋ฐ˜๋„์ฒด ๊ธฐ์—… ํ‚ค์˜ฅ์‹œ์•„๊ฐ€, ๋„์š”ํƒ€ ์ œ์น˜๊ณ  ์‹œ์ด 1์œ„ ์งฑ ๋ฐ˜๋„์ฒด ์ฐฝ์‹ ์ด ์‹œ์ด 1์œ„ ํ•œ๋‹ค๊ณ  ํ•ด๋„ ์ด์ƒํ• ๊ฒŒ ์—†์ง€
  • ใ…‡ใ…‡11๋ฟ”๋‚œ ๋žจํ˜์ˆ˜๋“ค ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ ์ฐฝ์‹ ์€ ํ•˜๋ฒ„์ง€ํ•œํ…Œ ์จ‰๋„ ์•ˆ ๋œ๋‹ค ์ž…๊ฐค ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹ - dc App
  • ์ด์‘120์กฐ๊ณต๋ชจ์—ฟ๋‹ค๋Š”๋ฐ 700์กฐ๋˜๋ถ€๋ ท๋…ธ - dc App
  • ใ…‡ใ…‡12์–˜๋„ ๊ฑฐํ’ˆ์ธ๋ฐ?
  • ใ…‡ใ…‡13์ฐฝ์‹ ์€ ํ•˜์ด๋‹‰์Šค ์‹œ์ด์˜ ๋ฐ˜ ์ •๋„์ผ๋งŒ ํ•˜์ง€ ์ฐฝ์‹ ์˜ ๋น…ํ…Œํฌ์šฉ HBM ๊ธฐ์ˆ ๋ ฅ์€ HBM2 ์ˆ˜์ค€์œผ๋กœ ์‚ผํ•˜๋งˆ์— ๋น„ํ•ด 5๋…„์ด์ƒ ๋’ค์ณ์ ธ ์žˆ์–ด์„œ HBM ์ƒ์‚ฐ๋„ ๋ชปํ•˜๊ณ  DDR5์˜ ์ˆ˜์œจ๋„ ์‚ผํ•˜๋งˆ์— ์ณ๋ฐœ๋ฆฌ๋Š”๋ฐ, ๊ฐ€๊ฒฉ์ฐจ์ด๋„ ์‚ผํ•˜๋งˆ์™€ ์ฐจ์ด๋„ ์—†๊ณ  ๊ทธ๋‚˜๋งˆ ์žฅ์ ์€ ๊ตญ์˜๊ธฐ์—… ๋ฐ€์–ด์ฃผ๊ธฐ๋กœ ์ค‘๊ตญ๋‚ด์ˆ˜๊ณต๊ธ‰ ํ•˜๋Š” ๊ฒƒ + ์ƒ์žฅ ์˜คํ”ˆ๋นจ + ์• ํ”Œ์ด ์‚ผํ•˜๋งˆ์™€ ๊ฐ€๊ฒฉํ˜‘์ƒ ํ•˜๊ธฐ์œ„ํ•ด ์ฐฝ์‹ ์„ ์–ธ๊ธ‰ํ•ด์ฃผ๋Š” ์–ธํ”Œ๋นจ
  • ใ…‡ใ…‡14์กดX ๊ฐœ์”น ๊ฑฐํ’ˆ์ด๋…ธ ๊ฑฐํ’ˆ์ด๋ผ๊ณ  ๊นŒ์ด๋Š” ์ƒŒ๋””๊ฐ€ 210B์ธ๋ฐ ์ƒŒ๋””๋ž‘ ์—„๋Œ€์—„ ํ•˜๋Š” ๋†ˆ์ด ์‹œ์ด์ด X๋ฐœ ใ…‹ใ…‹
  • ์˜ค๋ฌด์˜ค๋ฌดโฑฏNIH๊“›
  • ใ…‡ใ…‡ํ•œ๊ตญ์€ ๊ฐœ๋ฉ์ฒญ์ด ๊ณ ์กธ๋”ฐ๋ฆฌ์ž์‹๋“ค์ด ๊ธ‰์—ฌ๋งŒ๋†’์•„์„œ ์˜์—…์ด์ต์ฐจ์ด X๋ ๋“ฏ
  • ใ…‡ใ…‡15์—ฌ๊ธฐ ์ค‘๊ตญ์ธ ๋„ˆ๋ฌด ๋งŽ์•„์„œ ์‹ซ์–ด
  • Astellunaํƒœ~์›

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