{"id":55430,"date":"2026-04-28T10:07:36","date_gmt":"2026-04-28T02:07:36","guid":{"rendered":"https:\/\/ljdevice.com.tw\/?p=55430"},"modified":"2026-04-28T10:07:36","modified_gmt":"2026-04-28T02:07:36","slug":"%ed%85%8c%ec%8a%ac%eb%9d%bc-ai-%ed%95%98%eb%93%9c%ec%9b%a8%ec%96%b4-%ea%b8%b0%ec%97%85-%eb%b9%84%eb%b0%80-%ec%9d%b8%ec%88%98%ec%86%8c%ed%94%84%ed%8a%b8%ec%9b%a8%ec%96%b4-%eb%98%90-%ec%b4%88","status":"publish","type":"post","link":"https:\/\/ljdevice.com.tw\/ko\/%ed%85%8c%ec%8a%ac%eb%9d%bc-ai-%ed%95%98%eb%93%9c%ec%9b%a8%ec%96%b4-%ea%b8%b0%ec%97%85-%eb%b9%84%eb%b0%80-%ec%9d%b8%ec%88%98%ec%86%8c%ed%94%84%ed%8a%b8%ec%9b%a8%ec%96%b4-%eb%98%90-%ec%b4%88\/","title":{"rendered":"\ud14c\uc2ac\ub77c, AI \ud558\ub4dc\uc6e8\uc5b4 \uae30\uc5c5 \ube44\ubc00 \uc778\uc218\u2026\uc18c\ud504\ud2b8\uc6e8\uc5b4 \ub610 \ucd08\ud1a0\ud654 [\ube48\ub09c\uc0c8\uc758 \uac1c\uc7a5\uc804\uc694\uac83\ub9cc]"},"content":{"rendered":"<p>2026.04.24<!--more--><\/p>\n<figure class=\"article-figure\">\n<div class=\"figure-img\"><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/img.hankyung.com\/photo\/202604\/ZA.43988561.1.jpg\" alt=\"\uc0ac\uc9c4=AFP\" width=\"570\" height=\"380\" \/><\/div><figcaption class=\"figure-caption\">\uc0ac\uc9c4=AFP<\/figcaption><\/figure>\n<div id=\"floatingVideo\" class=\"article-video\">\n<div class=\"floatingVideo-inner\">\n<div class=\"iframe-youtube\"><strong>\u2460 \uc694\uc6d0\ud55c \ud638\ub974\ubb34\uc988 \ud574\ud611 \uc815\uc0c1\ud654\u2026\ud2b8\ub7fc\ud504 &#8220;\uae30\ub8b0 \uc81c\uac70 \uc911&#8221;<\/strong><br \/>\n\ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 23\uc77c(\ud604\uc9c0\uc2dc\uac04) \ubbf8\uad6d\uc99d\uc2dc \uac1c\uc7a5 \uc804 &#8220;\ud638\ub974\ubb34\uc988 \ud574\ud611\uc5d0 \uae30\ub8b0\ub97c \uc124\uce58\ud558\ub294 \ubaa8\ub4e0 \uc120\ubc15\uc740 \uc989\uc2dc \uaca9\uce68\ud558\uace0, \uae30\ub8b0 \uc81c\uac70 \ud568\uc815 \uaddc\ubaa8\ub97c \uc138 \ubc30\ub85c \ud655\ub300\ud558\ub77c\uace0 \ubbf8\uad6d \ud574\uad70\uc5d0 \uba85\ub839\ud588\ub2e4&#8221;\uace0 \ud2b8\ub8e8\uc2a4\uc18c\uc15c\uc744 \ud1b5\ud574 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. \uc774\ub0a0 \ubbf8 \uad6d\ubc29\ubd80\uac00 \uc758\ud68c\uc5d0 &#8220;\uae30\ub8b0\ub97c \uc644\uc804 \uc81c\uac70\ud558\ub824\uba74 \ucd5c\uc18c 6\uac1c\uc6d4\uc774 \uac78\ub9b4 \uac83&#8221;\uc774\ub77c\uace0 \ubcf4\uace0\ud588\ub2e4\ub294 \uc6cc\uc2f1\ud134\ud3ec\uc2a4\ud2b8\uc758 \ubcf4\ub3c4 \uc774\ud6c4 \ub2e4\uc2dc \ubd88\uac70\uc9c4 \uc2dc\uc7a5\uc758 \uc6b0\ub824\ub97c \uc7a0\uc7ac\uc6b0\ub824\ub358 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uc57c\ub370\ub2c8\ub9ac\uc11c\uce58\ub294 &#8220;\uc774\ub978 \uc2dc\uc77c \ub0b4 \uc0c1\ud669\uc774 \uc885\ub8cc\ub420 \uac83\uc73c\ub85c \ubcf4\uae34 \uc5b4\ub835\ub2e4&#8221;\uba70 \uc99d\uc2dc\uac00 \uc5ec\ub984\uae4c\uc9c0 \ud6a1\ubcf4\ud560 \uc218 \uc788\ub2e4\uace0 \uc804\ub9dd\ud588\uc2b5\ub2c8\ub2e4.<\/div>\n<div><strong>\u2461 &#8216;\uacf5\uaca9 \ud22c\uc790&#8217; \ud14c\uc2ac\ub77c, &#8216;AI \ud558\ub4dc\uc6e8\uc5b4 \uae30\uc5c5&#8217; \ube44\uacf5\uac1c \uc778\uc218<\/strong><br \/>\n\uc2dc\uc7a5 \uc608\uc0c1\uc744 \ub6f0\uc5b4\ub118\ub294 1\ubd84\uae30 \uc2e4\uc801\uc744 \ubc1c\ud45c\ud55c \ud14c\uc2ac\ub77c(TSLA)\uac00 AI \uc778\ud504\ub77c\uc640 \ubc30\ud130\ub9ac \uacf5\uc7a5 \ub4f1\uc5d0 \ub300\ud55c \ud22c\uc790 \ud655\ub300\ub97c \uc704\ud574 \uc62c\ud574 \uc790\ubcf8\uc9c0\ucd9c(CAPEX)\uc744 \uae30\uc874\uc5d0 \uc804\ub9dd\ud55c 200\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 250\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc73c\ub85c \ub300\ud3ed \uc0c1\ud5a5\ud558\uace0, \uc774\uc5d0 \ub530\ub77c \uc789\uc5ec\ud604\uae08\ud750\ub984\uc774 \ub9c8\uc774\ub108\uc2a4\ub85c \ub3cc\uc544\uc124 \uac83\uc774\ub77c\uace0 \ubc1d\ud788\uba74\uc11c \uc8fc\uac00\uac00 \ud558\ub77d \ucd9c\ubc1c\ud588\uc2b5\ub2c8\ub2e4. \uae30\uc874 \ud558\ub4dc\uc6e8\uc5b4(HW3) \ud0d1\uc7ac \ucc28\ub7c9\uc5d0 \ub300\ud55c \ube44\uac10\ub3c5 FSD \uc9c0\uc6d0 \ubd88\uac00, \uc635\ud2f0\uba38\uc2a4 3\uc138\ub300 \uacf5\uac1c \uc5f0\uae30 \ub4f1\ub3c4 \ud22c\uc790\uc790\ub4e4\uc744 \uc2e4\ub9dd\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8 \ud14c\uc2ac\ub77c\ub294 10-Q \ubcf4\uace0\uc11c\uc5d0\uc11c \uc775\uba85\uc758 AI \ud558\ub4dc\uc6e8\uc5b4 \uae30\uc5c5\uc744 \ucd5c\ub300 20\uc5b5 \ub2ec\ub7ec\uc5d0 \uc778\uc218\ud558\uae30\ub85c \ud569\uc758\ud588\ub2e4\uace0 \ubc1d\ud600 \uad81\uae08\uc99d\uc744 \uc790\uc544\ub0c8\uc2b5\ub2c8\ub2e4.<br \/>\n<br class=\"paragraph\" data-index=\"3\" \/><strong>\u2462 \ub610\ub2e4\uc2dc \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc6b8\uace0, \ud558\ub4dc\uc6e8\uc5b4 \uc6c3\uace0<\/strong><br \/>\n\uc2e4\ub9dd\uc2a4\ub7ec\uc6b4 1\ubd84\uae30 \uc774\uc775\uacfc \uc218\uc775\uc131 \uac00\uc774\ub358\uc2a4\ub97c \uc81c\uc2dc\ud55c \uc11c\ube44\uc2a4\ub098\uc6b0(NOW)\uac00 15% \uc548\ud30e \ud3ed\ub77d\ud558\uba74\uc11c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc139\ud130\uc758 \uc804\ubc29\uc704 \uae09\ub77d\uc744 \uc57c\uae30\ud588\uc2b5\ub2c8\ub2e4. AI \uc2dc\ub300 \uae30\uc874 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \ub9c8\uc9c4 \ubc29\uc5b4\ub825\uc5d0 \ub300\ud55c \uc6b0\ub824\uac00 \ub2e4\uc2dc \uace0\uac1c\ub97c \ub4e4\uc5c8\uc2b5\ub2c8\ub2e4. \ubc18\uba74 AI \uc778\ud504\ub77c\uc640 \ud558\ub4dc\uc6e8\uc5b4 \uc139\ud130\ub294 \uac15\uc138\ub97c \uc774\uc5b4\uac14\uc2b5\ub2c8\ub2e4. \uc544\ub0a0\ub85c\uadf8 \ubc18\ub3c4\uccb4 \ub300\uc7a5\uc8fc \ud14d\uc0ac\uc2a4\uc778\uc2a4\ud2b8\ub8e8\uba3c\ud2b8(TXN)\uc640 ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4(STM)\uac00 \ub370\uc774\ud130\uc13c\ud130, \uc800\uada4\ub3c4(LEO) \uc704\uc131 \ub4f1\uc758 \ub9e4\ucd9c \uae09\uc99d\uc744 \uc2dc\ud604\ud558\uba70 AI \uc778\ud504\ub77c \uc218\ud61c\uc8fc\ub85c \uc790\ub9ac\ub9e4\uae40\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n<br class=\"paragraph\" data-index=\"4\" \/><strong>\u2463 \uc18c\ud504\ud2b8\ubc45\ud06c, \uc624\ud508AI \uc9c0\ubd84 \ub2f4\ubcf4\ub85c \ub300\ucd9c \uac80\ud1a0<\/strong><br \/>\n&#8216;AI \uc62c\uc778&#8217; \uc804\ub7b5\uc744 \uac00\uc18d\ud654 \uc911\uc778 \uc18c\ud504\ud2b8\ubc45\ud06c\uac00 AI \ud22c\uc790 \uc790\uae08 \ud655\ubcf4\ub97c \uc704\ud574 \ubcf4\uc720 \uc911\uc778 \uc624\ud508AI \ube44\uc0c1\uc7a5 \uc9c0\ubd84\uc744 \ub2f4\ubcf4\ub85c \uc57d 100\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ub300\ucd9c\uc744 \uac80\ud1a0\ud558\uace0 \uc788\ub294 \uac83\uc73c\ub85c \uc804\ud574\uc84c\uc2b5\ub2c8\ub2e4. \ube44\uc0c1\uc7a5 \uc9c0\ubd84\uc744 \ub2f4\ubcf4 \uc790\uc0b0\uc73c\ub85c \ud65c\uc6a9\ud558\ub294 \uac83\uc774 AI\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \uc2e0\ub8b0\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uac83\uc774\ub77c\ub294 \ud574\uc11d\uacfc &#8216;AI \ubd80\ucc44 \ubc84\ube14&#8217;\uc744 \ub354 \ud0a4\uc6b0\ub294 \ub9ac\uc2a4\ud06c\ub77c\ub294 \uc6b0\ub824\uac00 \ub3d9\uc2dc\uc5d0 \ub098\uc635\ub2c8\ub2e4.<br \/>\n\ub2e8, \ud604\uc7ac\ub85c\uc120 AI \ud22c\uc790 \uc0ac\uc774\ud074\uc774 \uc815\uc810\uc744 \ucc0d\uc5c8\ub2e4\ub294 \uc9d5\ud6c4\ub294 \ucc3e\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \uad6c\uae00(GOOGL)\uc740 \uc2a4\uc704\uc2a4\uc640 \uc624\uc2a4\ud2b8\ub9ac\uc544\uc5d0 \ub370\uc774\ud130\uc13c\ud130 \ucc29\uacf5\uc744 \ubc1c\ud45c\ud588\uace0, \uc5b4\ud50c\ub77c\uc774\ub4dc\ub514\uc9c0\ud138(APLD)\uc740 \uc774\ub0a0 \uc138 \ubc88\uc9f8 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \uace0\uac1d\uc0ac\ub85c\ubd80\ud130 75\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uacc4\uc57d\uc744 \uc218\uc8fc\ud588\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.<\/div>\n<div><strong>\u2464 \ub8f0\ub8e8\ub808\ubaac \uc0c8 CEO \ubc1c\ud45c\uc5d0 \uc2dc\uc7a5 &#8216;\ub0c9\ub2f4&#8217;<\/strong><br \/>\n\ub8f0\ub8e8\ub808\ubaac(LULU)\uc774 \ub098\uc774\ud0a4 \ucd9c\uc2e0\uc758 \ud558\uc774\ub514 \uc624\ub2d0\uc744 \uc0c8 \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub85c \uc120\uc784\ud588\ub2e4\uace0 \ubc1c\ud45c\ud55c \uc774\ud6c4 \uc8fc\uac00\uac00 \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. \ub098\uc774\ud0a4\uc5d0\uc11c \uc18c\ube44\uc790 \uc804\ub7b5\uacfc \uc81c\ud488, \ube0c\ub79c\ub4dc \uc804\ubc18\uc744 \ucd1d\uad04\ud588\ub358 \uc624\ub2d0\uc740 \ub098\uc774\ud0a4\uc5d0 \ubd80\uc9c4\uc744 \uc548\uacbc\ub358 \uc9c1\uc811 \ud310\ub9e4(D2C) \uc804\ub7b5\ub3c4 \ucd94\uc9c4\ud588\ub358 \uc778\ubb3c\ub85c \uc54c\ub824\uc84c\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8 \uc624\ud074\ub85c(OKLO)\ub294 \uc5d4\ube44\ub514\uc544, \ub85c\uc2a4\uc54c\ub77c\ubaa8\uc2a4 \uad6d\ub9bd\uc5f0\uad6c\uc18c\uc640 \uc6d0\uc790\ub825 \uc6d0\ub8cc \uc5f0\uad6c\uc5d0 \ud611\ub825\ud558\uae30\ub85c \ud588\uc2b5\ub2c8\ub2e4. HSBC\ub294 \uc624\ud074\ub85c\uc5d0 \ub300\ud55c \ud22c\uc790\uc758\uacac\uc744 &#8216;\ub9e4\uc218&#8217;\ub85c \uc0c1\ud5a5\ud588\uc2b5\ub2c8\ub2e4.<\/div>\n<\/div>\n<\/div>\n<div><\/div>\n<div>\ucd9c\ucc98:<a href=\"https:\/\/www.hankyung.com\/article\/202604233100i\">\ud14c\uc2ac\ub77c, AI \ud558\ub4dc\uc6e8\uc5b4 \uae30\uc5c5 \ube44\ubc00 \uc778\uc218\u2026\uc18c\ud504\ud2b8\uc6e8\uc5b4 \ub610 \ucd08\ud1a0\ud654 | \ud55c\uad6d\uacbd\uc81c<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>2026.04.24<\/p>\n","protected":false},"author":7,"featured_media":54427,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[182],"tags":[],"class_list":["post-55430","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-182"],"_links":{"self":[{"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/posts\/55430","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/comments?post=55430"}],"version-history":[{"count":1,"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/posts\/55430\/revisions"}],"predecessor-version":[{"id":55431,"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/posts\/55430\/revisions\/55431"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/media\/54427"}],"wp:attachment":[{"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/media?parent=55430"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/categories?post=55430"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/tags?post=55430"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}