{"id":13151,"date":"2026-09-18T02:26:46","date_gmt":"2026-09-17T18:26:46","guid":{"rendered":"https:\/\/www.lxbchip.com\/?p=13151"},"modified":"2026-09-19T02:28:33","modified_gmt":"2026-09-18T18:28:33","slug":"hbm-supply-tightness-continues-in-2026-memory-chip-vendors-accelerate-capacity-expansion","status":"publish","type":"post","link":"https:\/\/www.lxbchip.com\/ko\/hbm-supply-tightness-continues-in-2026-memory-chip-vendors-accelerate-capacity-expansion\/","title":{"rendered":"2026\ub144\uc5d0\ub3c4 HBM \uacf5\uae09 \ubd80\uc871 \ud604\uc0c1 \uc9c0\uc18d, \uba54\ubaa8\ub9ac \uce69 \uc5c5\uccb4\ub4e4 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ucda9 \uac00\uc18d\ud654"},"content":{"rendered":"

\uc804 \uc138\uacc4\uc801\uc778 AI \ucef4\ud4e8\ud305 \ubd90\uc73c\ub85c \uc778\ud574 2026\ub144\uc5d0\ub3c4 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM)\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uacc4\uc18d\ud574\uc11c \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud558\uace0 \uc788\ub2e4. \uc5c5\uacc4 \ubd84\uc11d\uac00\ub4e4\uc740 \uc8fc\uc694 \uba54\ubaa8\ub9ac \uc81c\uc870\uc0ac\ub4e4\uc774 \uc0dd\uc0b0 \ub77c\uc778\uc744 \ud655\ub300\ud558\uace0 \uc788\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, HBM \uacf5\uae09 \ubd80\uc871 \ud604\uc0c1\uc774 2026\ub144 \ub9d0\uae4c\uc9c0 \uc9c0\uc18d\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uace0 \uc788\ub2e4. \ub9c8\uc774\ud06c\ub860\uc740 \uc0bc\uc131\uacfc SK\ud558\uc774\ub2c9\uc2a4\uc640 \uacbd\uc7c1\ud558\uae30 \uc704\ud574 \uc62c\ud574 \ub9d0\uae4c\uc9c0 HBM \uc6d4\uac04 \uc0dd\uc0b0\ub7c9\uc744 \ub450 \ubc30\ub85c \ub298\ub9ac\uace0, \uc804\uccb4 HBM \ucd9c\ud558\ub7c9 \uc911 HBM4 \uc81c\ud488\uc758 \ube44\uc911\uc744 50%\ub85c \ub192\uc77c \uacc4\ud68d\uc774\ub77c\uace0 \ubc1c\ud45c\ud588\ub2e4.<\/p>\n

\"\"<\/p>\n

HBM \uce69\uc740 \ud45c\uc900 DDR5 \uba54\ubaa8\ub9ac\ubcf4\ub2e4 \ud6e8\uc52c \ub354 \ub9ce\uc740 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uba74\uc801\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. HBM\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uae09\uc99d\ud558\uba74\uc11c \uc804 \uc138\uacc4 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uacf5\uae09 \ubd80\uc871 \ud604\uc0c1\uc774 \ub354\uc6b1 \uc2ec\ud654\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc5c5\uacc4 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \ubd80\uc871 \uaddc\ubaa8\ub294 2026\ub144 \ub9d0 8%\uc5d0\uc11c 2027\ub144 15%, 2028\ub144 24%\ub85c \ud655\ub300\ub420 \uac83\uc73c\ub85c \ucd94\uc815\ub41c\ub2e4. \uc774\ub85c \uc778\ud574 \uba54\ubaa8\ub9ac IC, GPU, FPGA \ubc0f \uae30\ud0c0 \uace0\uc131\ub2a5 \uce69 \ub4f1 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \uc804\ubc18\uc5d0 \uc5f0\uc1c4\uc801\uc778 \uc601\ud5a5\uc774 \ubc1c\uc0dd\ud558\uba70, \uc774 \ubaa8\ub4e0 \uc81c\ud488\ub4e4\uc774 \ub9ac\ub4dc \ud0c0\uc784 \uc5f0\uc7a5 \ubc0f \uac00\uaca9 \ubcc0\ub3d9\uc774\ub77c\ub294 \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud558\uac8c \ub429\ub2c8\ub2e4.<\/p>\n

\uc0b0\uc5c5, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \uc5e3\uc9c0 AI \uc2dc\uc2a4\ud15c \uac1c\ubc1c\uc790\ub4e4\uc5d0\uac8c \uc788\uc5b4 \uc548\uc815\uc801\uc778 \ubd80\ud488 \uc870\ub2ec\uc740 \ub354\uc6b1 \ud070 \uacfc\uc81c\uac00 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9ce\uc740 \ud558\ub4dc\uc6e8\uc5b4 \uc124\uacc4 \ud300\ub4e4\uc774 \uc8fc\ub958 \uace0\uc218\uc694 \uce69\uc5d0\ub9cc \uc804\uc801\uc73c\ub85c \uc758\uc874\ud558\uae30\ubcf4\ub2e4\ub294 \uc7ac\uace0 \uc548\uc815\uc131\uc774 \ub192\uace0 \ub9ac\ub4dc \ud0c0\uc784\uc774 \uc9e7\uc740 \ub300\uccb4 FPGA \ubc0f \uba54\ubaa8\ub9ac \uc194\ub8e8\uc158\uc744 \uc120\ud0dd\ud558\uba70 BOM \uc804\ub7b5\uc744 \uc870\uc815\ud558\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc774\ub7ec\ud55c \uacf5\uae09\ub9dd\uc758 \ubcc0\ud654\ub294 \uacf5\uc778 \ubc18\ub3c4\uccb4 \uc720\ud1b5\uc5c5\uccb4\ub4e4\uc5d0\uac8c\ub3c4 \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4. \uc815\ud488 \uace0\uc131\ub2a5 FPGA \ubc0f \uba54\ubaa8\ub9ac \uc7ac\uace0\ub97c \ubbf8\ub9ac \ud655\ubcf4\ud574 \ub454 \uc720\ud1b5\uc5c5\uccb4\ub4e4\uc740 \uace0\uac1d\uc774 \uae34\uae09\ud55c \uc2dc\uc81c\ud488 \uac1c\ubc1c \ubc0f \uc591\uc0b0 \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uae34 \uacf5\uc7a5 \ub9ac\ub4dc \ud0c0\uc784\uc744 \uc6b0\ud68c\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc810\uc810 \ub354 \ub9ce\uc740 \uc2dc\uc2a4\ud15c \ud1b5\ud569 \uc5c5\uccb4\ub4e4\uc774 \ucd94\uc801 \uac00\ub2a5\ud55c \uc815\ud488 \uce69\uacfc \ucca0\uc800\ud55c \ucd9c\ud558 \uc804 \ud14c\uc2a4\ud2b8 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub294 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uacf5\uae09\uc5c5\uccb4\uc640 \uc7a5\uae30\uc801\uc778 \ud611\ub825 \uad00\uacc4\ub97c \uad6c\ucd95\ud558\ub294 \uac83\uc744 \uc120\ud638\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300 \uacc4\ud68d\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, HBM \uc0dd\uc0b0\uc740 \uc5ec\ub7ec \uac00\uc9c0 \uae30\uc220\uc801 \ubcd1\ubaa9 \ud604\uc0c1\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. HBM \ub2e4\uc774\uc758 \uc801\uce35, \ubcf8\ub529 \ubc0f \uc5f4 \uad00\ub9ac\ub294 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uc218\uc728 \uac1c\uc120\uc5d0\ub294 \uc2dc\uac04\uc774 \uac78\ub9ac\uae30 \ub54c\ubb38\uc5d0 \uc2dc\uc7a5\uc740 \ub2f9\uc7a5 \uacf5\uae09 \uacfc\uc789\uc774 \ubc1c\uc0dd\ud560 \uac83\uc73c\ub85c \uae30\ub300\ud560 \uc218 \uc5c6\ub2e4. \ub9ce\uc740 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f AI \ud558\ub4dc\uc6e8\uc5b4 \uae30\uc5c5\ub4e4\uc740 \ucd08\uace0\uc18d HBM \ub300\uc5ed\ud3ed\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \uc904\uc774\uae30 \uc704\ud574 \ucef4\ud4e8\ud305 \uc544\ud0a4\ud14d\ucc98\ub97c \uc7ac\uc124\uacc4\ud558\uace0 \uc788\uc73c\uba70, FPGA \uac00\uc18d\uacfc \ub85c\uceec \uc2a4\ud1a0\ub9ac\uc9c0\ub97c \uacb0\ud569\ud55c \uc774\uc885 \ucef4\ud4e8\ud305 \ubc29\uc2dd\uc744 \ucc44\ud0dd\ud558\uace0 \uc788\ub2e4.<\/p>\n

\uc0b0\uc5c5 \uc81c\uc5b4, \ud1b5\uc2e0 \ubc0f \ud56d\uacf5\uc6b0\uc8fc \ubd84\uc57c\uc758 \uad6c\ub9e4 \ub2f4\ub2f9\uc790\ub4e4\uc740 \ubd80\ud488 \uc7ac\uace0\ub97c \ubbf8\ub9ac \ud655\ubcf4\ud574 \ub450\ub294 \uac83\uc774 \ub9e4\uc6b0 \uc911\uc694\ud569\ub2c8\ub2e4. \uae34 \ub9ac\ub4dc \ud0c0\uc784\uacfc \uac00\uaca9 \ubcc0\ub3d9\uc131\uc740 \ud504\ub85c\uc81d\ud2b8 \uc704\ud5d8\uc744 \uac00\uc911\uc2dc\ud0b5\ub2c8\ub2e4. \uc5d4\uc9c0\ub2c8\uc5b4\ub4e4\uc740 \uc124\uacc4 \ucd08\uae30 \ub2e8\uacc4\uc5d0\uc11c \ub300\uccb4 \uce69 \uc635\uc158\uc744 \uac80\ud1a0\ud558\uace0, \uacf5\uae09\ub9dd \ucc28\uc9c8\uc744 \ucd5c\uc18c\ud654\ud558\uae30 \uc704\ud574 \uc720\uc5f0\ud55c BOM\uc744 \uc720\uc9c0\ud560 \uac83\uc744 \uad8c\uc7a5\ud569\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"

The global AI computing boom keeps pushing demand for high-bandwidth memory (HBM) to new highs in 2026. Industry analysts forecast<\/p>","protected":false},"author":1,"featured_media":13152,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-13151","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/posts\/13151","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=13151"}],"version-history":[{"count":0,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/posts\/13151\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/media\/13152"}],"wp:attachment":[{"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/media?parent=13151"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/categories?post=13151"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/tags?post=13151"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}