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This may be the reason why Taewon Choi is spinning off Solidigm and doing an IPO.

๐Ÿ‘ค K_Shit
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7ced8171bc826ff73eed838a4788766cbcee8cf39a3ee8625c4e6fc834203b019ed40751d3d373f324e816c1ae4e54b03e2ed0f25980e2b35fbcfad0089479d93c841a2ffa4e73b2f5d133



๊ณ„์—ด์‚ฌ ์ตœํƒœ์› ์ง€๋ถ„


1. SK - 17.90% = 6.6์กฐ์›

2. SK์ด๋…ธ๋ฒ ์ด์…˜ - SK ์ง€๋ถ„ 52.09% 

3. SKํ…”๋ ˆ์ฝค - SK ์ง€๋ถ„ 30.57%


4. SKํ•˜์ด๋‹‰์Šค - ํŒ”์•˜๋Š”์ง€ ๋ง์•˜๋Š”์ง€ ์•Œ์ˆ˜๋„ ์—†๋Š” 48์–ต์›์ด ์ „๋ถ€



๊ทธ๋ƒฅ ํ•˜์ด๋‹‰์Šค๋กœ ๋ฐฐ๋‹น๊ธˆ ๋ฝ‘์•„๋จน์„๊ฒŒ ์—†์œผ๋‹ˆ๊นŒ ์ €๋ ‡๊ฒŒ ๋ถ„ํ•  ์ƒ์žฅ์‹œ์ผœ์„œ ํ•˜์ด๋‹‰์Šค ๊ป๋ฐ๊ธฐ๋งŒ ๋‚จ๊ฒจ๋†“๊ณ 


๋‚˜์ค‘์— ๊ฐ€์นญ AI์ปดํผ๋‹ˆ์— ๊ณ„์—ด์‚ฌ์ง€๋ถ„ ๋…น์ธ ๋ชซ์œผ๋กœ ๋ฐฐ๋‹น๊ธˆ ๋‹ค ๋นผ๋จน๋Š”๊ฑฐ ๊ฐ€๋Šฅ



+ ํ•˜์ด๋‹‰์Šค๊ฐ€ ๊ป๋ฐ๊ธฐ๋งŒ ๋‚จ์œผ๋ฉด ์˜์—…์ด์ต์ด ๋ฐ•์‚ด๋‚ ํ…Œ๋‹ˆ ๋…ธ์กฐ๋“คํ•œํ…Œ 10% ๋–ผ์–ด์ค„ ํ•„์š”๋„ ์—†์–ด์ง



๊ฐœ๋…๊ธ€์—์„œ ๋‚ธ๋“œ๊ฐ€ ์‚ฌ์–‘์‚ฐ์—…์ด๋ผ HBM์ด๋ž‘ ๋”ฐ๋กœ ๋–ผ์–ด๋†“์„๊ฑฐ๋‹ค ๋ง๊ฑฐ๋‹ค ์‹ธ์šฐ๊ณ ์žˆ๋˜๋ฐ ์•„๋ฌด์˜๋ฏธ์—†๋‹ค๋‹ˆ๊นŒ?


์ˆœ์ˆ˜ํ•˜๊ฒŒ SKํ•˜์ด๋‹‰์Šค ์ง€๋ถ„์ด ์—†๋Š” ์ตœํƒœ์›์ด ์ง์ ‘์ ์œผ๋กœ ์˜ํ–ฅ๋ ฅ์„ ํ–‰์‚ฌํ•˜๊ธฐ ์œ„ํ•ด์„œ ๋‹ค๋ฆฌ ๋†“๋Š”๊ฑฐ๋ผ๊ณ  ํ•ด์„ํ•˜๋Š”๊ฒŒ ๋” ๋งž์Œ


์ง€๊ธˆ ํ•˜์ด๋‹‰์Šค ์—ญํ• ์„ ์†”๋ฆฌ๋‹ค์ž„์œผ๋กœ ํƒ๊ฐˆ์ดํ•˜๊ณ  SK ์ง€์ฃผ์‚ฌ ์ง€๋ถ„์œผ๋กœ ์ง์ ‘์ ์œผ๋กœ ๋…น์—ฌ๋‚ผ ์ˆ˜ ์žˆ์Œ



๊ทธ๋Ÿฌ๋‹ˆ๊นŒ ์”จ๋ฐœ ๋Œ€์žฌ์šฉ์ด 22์กฐ์›์น˜ ์ง์ ‘ ๊ฐ–๊ณ ์žˆ๋Š” ์‚ผ์„ฑ์ „์ž ์‚ฌ๋ผ๊ณ  


์ด์žฌ์šฉ ๋ฐฐ๋‹น๊ธˆ๋•Œ๋ฌธ์—๋ผ๋„ ์‚ผ์„ฑ์ „์ž๋Š” ๋ฐฐ๋‹น ํ›„ํ•˜๊ฒŒ ํ•ด์ฃผ๋‹ˆ๊นŒ ๋ณ‘์‹ ๋“ค์•„


ํ•˜์ด๋‹‰์Šค๋Š” ์ตœํƒœ์› ์ž…์žฅ์—์„  ๋ฐฐ๋‹น์„ ํ•ด์ค„ ์ด์œ ๊ฐ€ ์—†์Œ. ์ง€๊ฐ€ ์ง€๋ถ„์ด ํ•˜๋‚˜๋„ ์—†์œผ๋‹ˆ๊นŒ ใ…‹ใ…‹ใ…‹ใ…‹ใ…‹

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

  • ์ด๊ฑฐ๋Š”์บฌ ์กฐ์„ ์‹ ์ž๋ณธ์ฃผ์˜ ใ…‹ใ…‹
  • ์Šฌ๋ ˆ์ด๋“œ๋ฆฝใ…ใ…Š - dc App
  • ๊ฐœ์ž‘๋‘๊ทธ๋Ÿฌ๋‹ˆ๊นŒ ํ•˜๋‹‰ ํˆฌ์žํ•œ ๊ฐœ๋ฏธ๋“ค์€ ใ…‚ใ……์ธ์ฆ์ด๋„ค ์™€
  • ใ…‡ใ…‡์—ญ์‹œ๋‚˜ 50์–ต์€ ๊ฐœ๋ฏธ ์žก์ด ๋–ก๋ฐฅ์ด์˜€๋„ค
  • ํฌํฌํŠธ๋ ˆ์ด๋”์ด๊ฒŒ ๋งž์Œ
  • ใ…‡ใ…‡ํ•˜๋‹‰ ํ„ธ๊ณ ๋‚˜์˜ค๊ธธ ์ž˜ํ–ˆ๋‹ค ์—์ด..
  • ์–ด๋จธ๋‹ˆ์ž˜๊ณ„์‹œ๋‹ˆ๋ฉ๋ฉ์ด๋„์•„๋‹ˆ๊ณ  ์–ด์šฐ ใ…‹ใ…‹
  • ๋‚˜๋ฅผ๋ฏฟ์ง€๋ง๊ฒƒ๊ฐœ์ถ” ๋ฒ…๋ฒ…ใ…‹ใ…‹ใ…‹

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