{"id":13078,"date":"2026-08-20T19:29:25","date_gmt":"2026-08-20T11:29:25","guid":{"rendered":"https:\/\/www.lxbchip.com\/?p=13078"},"modified":"2026-08-20T19:29:25","modified_gmt":"2026-08-20T11:29:25","slug":"memory-chip-super-cycle-samsung-sk-hynix-boost-capital-expenditure-sharply","status":"publish","type":"post","link":"https:\/\/www.lxbchip.com\/ko\/memory-chip-super-cycle-samsung-sk-hynix-boost-capital-expenditure-sharply\/","title":{"rendered":"\uba54\ubaa8\ub9ac \uce69 \uc288\ud37c \uc0ac\uc774\ud074: \uc0bc\uc131\uacfc SK\ud558\uc774\ub2c9\uc2a4, \uc124\ube44 \ud22c\uc790 \ub300\ud3ed \ud655\ub300"},"content":{"rendered":"<p>2026\ub144 8\uc6d4\uc5d0 \ubc1c\ud45c\ub41c \ucd5c\uc2e0 \uc5c5\uacc4 \ud1b5\uacc4\uc5d0 \ub530\ub974\uba74, \uc0bc\uc131\uacfc SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc62c\ud574 \uc0c1\ubc18\uae30 \ubc18\ub3c4\uccb4 \ud22c\uc790\ub97c \ub300\ud3ed \ud655\ub300\ud588\ub2e4. \ub450 \ud68c\uc0ac\uc758 \ud569\uc0b0 \uc124\ube44\ud22c\uc790\ub294 43.2\uc870 \uc6d0\uc5d0 \ub2ec\ud574 \uc804\ub144 \ub300\ube44 35.1% \uc99d\uac00\ud588\uc73c\uba70, \ub450 \uc5c5\uccb4 \ubaa8\ub450 \uba54\ubaa8\ub9ac \ud339\uc744 \uac00\ub3d9 \uc911\uc774\uba70 \uac00\ub3d9\ub960\uc740 \uac70\uc758 100%\uc5d0 \ub2ec\ud55c\ub2e4.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-13072\" src=\"https:\/\/www.lxbchip.com\/wp-content\/themes\/woodmart\/images\/lazy.svg\" data-src=\"https:\/\/www.lxbchip.com\/wp-content\/uploads\/2026\/08\/02.png\" alt=\"\" width=\"512\" height=\"384\" srcset=\"\" data-srcset=\"https:\/\/www.lxbchip.com\/wp-content\/uploads\/2026\/08\/02.png 512w, https:\/\/www.lxbchip.com\/wp-content\/uploads\/2026\/08\/02-300x225.png 300w, https:\/\/www.lxbchip.com\/wp-content\/uploads\/2026\/08\/02-16x12.png 16w, https:\/\/www.lxbchip.com\/wp-content\/uploads\/2026\/08\/02-150x113.png 150w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/p>\n<p>AI \ucd08\ub300\ud615 \ubaa8\ub378 \uc11c\ubc84\ub97c \uc911\uc2ec\uc73c\ub85c HBM\uacfc \ub300\uc6a9\ub7c9 NAND \ud50c\ub798\uc2dc\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uc218\uc694\uac00 \uc5ec\uc804\ud788 \uac15\uc138\ub97c \ubcf4\uc774\uace0 \uc788\ub2e4. \uba54\ubaa8\ub9ac \uce69\uc740 \uc218\ub7c9\uacfc \uac00\uaca9\uc774 \ub3d9\uc2dc\uc5d0 \uc0c1\uc2b9\ud558\ub294 \u2018\uc288\ud37c \uc0ac\uc774\ud074\u2019\uc5d0 \uc811\uc5b4\ub4e4\uc5c8\ub2e4. \uc2dc\uc7a5 \ubd84\uc11d\uac00\ub4e4\uc740 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4\uac00 \uae30\uc874\uc758 \uacbd\uae30 \ubbfc\uac10\ud615 \uc81c\ud488\uc5d0\uc11c AI \uc778\ud504\ub77c \uad6c\uc131 \uc694\uc18c\ub85c \uc810\ucc28 \ubcc0\ubaa8\ud558\uace0 \uc788\ub2e4\uace0 \uc9c0\uc801\ud55c\ub2e4.<\/p>\n<p>\uacf5\uae09 \uce21\uba74: \ucc28\uc138\ub300 1D DRAM \ubc0f 400\uce35 \uc774\uc0c1 V-NAND \uac1c\ubc1c\uc774 \uc21c\uc870\ub86d\uac8c \uc9c4\ud589\ub418\uace0 \uc788\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 2026\ub144 9\uc6d4\uae4c\uc9c0 \ucc28\uc138\ub300 1D DRAM \uac1c\ubc1c\uc744 \uc644\ub8cc\ud560 \uacc4\ud68d\uc774\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\uc758 375\uce35 4D NAND\ub294 \uc624\ub294 8\uc6d4\ubd80\ud130 \uc8fc\uc694 \ud074\ub77c\uc6b0\ub4dc \uace0\uac1d\uc744 \ub300\uc0c1\uc73c\ub85c \uc2dc\ubc94 \ucd9c\ud558\uac00 \uc2dc\uc791\ub420 \uc608\uc815\uc774\ub2e4. \uad6c\ub9e4 \uae30\uc5c5\ub4e4\uc740 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac \ubd80\ud488\uc758 \ub9ac\ub4dc\ud0c0\uc784 \ubcc0\ud654\ub97c \uc8fc\uc758 \uae4a\uac8c \uc9c0\ucf1c\ubd10\uc57c \ud55c\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"<p>According to latest industry statistics released August 2026, Samsung Electronics and SK Hynix raised semiconductor investment heavily during first half<\/p>","protected":false},"author":1,"featured_media":13072,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[368,364,367,366,365],"class_list":["post-13078","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-ai-server-memory","tag-dram","tag-hbm","tag-memory-market","tag-nand-flash"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/posts\/13078","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/comments?post=13078"}],"version-history":[{"count":0,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/posts\/13078\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/media\/13072"}],"wp:attachment":[{"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/media?parent=13078"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/categories?post=13078"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/tags?post=13078"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}