์‹ฌํ… ๋กœ๊ณ 

์‹ฌํ… (222800) ์ฃผ๊ฐ€ ๋ฐ ์ข…๋ชฉ ์ •๋ณด

์‹ฌํ… ์‹ค์‹œ๊ฐ„ ์ฃผ๊ฐ€

์‹ฌํ… ํ˜„์žฌ๊ฐ€ ์ƒ์„ธ ์ •๋ณด
ํ•ญ๋ชฉ ๊ฐ’
ํ˜„์žฌ๊ฐ€ 124,300 ์›
๋ณ€๋™๋Ÿ‰ โ–ผ 3200.00 ์›
๋ณ€๋™๋ฅ  -2.51%
๊ฑฐ๋ž˜๋Ÿ‰ 930,246
๊ฑฐ๋ž˜๋Œ€๊ธˆ 117,877,315,050 ์›

์‹ฌํ… ์ผ๋ณ„ ์ฃผ๊ฐ€

์‹ฌํ…์˜ ๊ณผ๊ฑฐ ์ผ๋ณ„ ์ฃผ๊ฐ€
๋‚ ์งœ ์‹œ๊ฐ€ ๊ณ ๊ฐ€ ์ €๊ฐ€ ์ข…๊ฐ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ฑฐ๋ž˜๋Œ€๊ธˆ
6/7/2026 91,200 108,400 89,000 100,000 693,105 69,915,400,000
6/8/2026 108,000 117,800 106,200 115,100 935,079 105,496,088,300
6/9/2026 114,800 125,600 106,400 109,500 1,286,578 150,065,279,600
6/10/2026 108,900 138,100 107,900 133,300 2,402,891 310,731,124,150
6/11/2026 142,900 143,300 127,400 130,100 1,835,390 242,796,061,100
6/14/2026 132,000 137,500 129,200 134,100 758,837 101,604,664,700
6/15/2026 137,700 140,000 125,800 126,600 598,098 78,248,390,350
6/16/2026 125,800 130,800 123,500 129,900 539,041 68,913,492,900
6/17/2026 129,000 135,500 124,000 127,500 596,787 77,330,665,250
6/18/2026 131,000 132,600 121,200 124,300 930,246 117,877,315,050

๊ด€๋ จ ํ…Œ๋งˆ

  • ๋ฉ”๋ชจ๋ฆฌ๋ฐ˜๋„์ฒด : ๊ณ ์„ฑ๋Šฅ ๊ทธ๋ž˜ํ”ฝ DRAM์ธ GDDR6์„ ์ƒ์‚ฐํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ฃผ์š” ์ œํ’ˆ์œผ๋กœ๋Š” DRAM ๋“ฑ์˜ ๋ฉ”๋ชจ๋ฆฌ์นฉ์„ ํ™•์žฅ์‹œ์ผœ ์ฃผ๋Š” ๋ชจ๋“ˆ PCB/๊ฐ์ข… ๋ฐ˜๋„์ฒด ์นฉ์„ ์กฐ๋ฆฝํ•  ๋•Œ ์‚ฌ์šฉ๋˜๋Š” ์„œ๋ธŒ์ŠคํŠธ๋ ˆ์ดํŠธ ๊ธฐํŒ, ๋ชจ๋ฐ”์ผ์šฉ ๋นŒ๋“œ์—… ๊ธฐํŒ ๋“ฑ์„ ์ƒ์‚ฐ ๋ฐ ํŒ๋งคํ•˜๊ณ  ์žˆ์Œ
  • D๋žจ : ๊ณ ์„ฑ๋Šฅ ๊ทธ๋ž˜ํ”ฝ DRAM์ธ GDDR6์„ ์ƒ์‚ฐํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ฃผ์š” ์ œํ’ˆ์œผ๋กœ๋Š” DRAM ๋“ฑ์˜ ๋ฉ”๋ชจ๋ฆฌ์นฉ์„ ํ™•์žฅ์‹œ์ผœ ์ฃผ๋Š” ๋ชจ๋“ˆ PCB/๊ฐ์ข… ๋ฐ˜๋„์ฒด ์นฉ์„ ์กฐ๋ฆฝํ•  ๋•Œ ์‚ฌ์šฉ๋˜๋Š” ์„œ๋ธŒ์ŠคํŠธ๋ ˆ์ดํŠธ ๊ธฐํŒ, ๋ชจ๋ฐ”์ผ์šฉ ๋นŒ๋“œ์—… ๊ธฐํŒ ๋“ฑ์„ ์ƒ์‚ฐ ๋ฐ ํŒ๋งคํ•˜๊ณ  ์žˆ์Œ
  • 3D๋‚ธ๋“œ : ๋ฐ˜๋„์ฒด ๋ฐ ํ†ต์‹  ๊ธฐ๊ธฐ์šฉ ์ธ์‡„ ํšŒ๋กœ ๊ธฐํŒ(PCB) ์‚ฌ์—…์„ ์ฃผ์š” ์‚ฌ์—…์œผ๋กœ ์˜์œ„
  • ํšŒ๋กœ๊ธฐํŒ : ์‹ฌํ… ํ™€๋”ฉ์Šค์˜ ์ธ์‡„ ํšŒ๋กœ ๊ธฐํŒ ์ œ์กฐ ์‚ฌ์—… ๋ถ€๋ฌธ์„ ๋ถ„ํ• ํ•˜์—ฌ ์„ค๋ฆฝํ•œ ํšŒ์‚ฌ๋กœ, ์„ ๋„ ๊ธฐ์ˆ ์ธ ํŒจํ„ด ๋งค๋ฆฝํ˜• ๊ธฐํŒ(ETS)์€ 2016๋…„ ์„ธ๊ณ„ ์ผ๋ฅ˜ํ™” ์ƒํ’ˆ์— ์ง€์ •๋œ ๋ฐ” ์žˆ์Œ
  • ์˜จ๋””๋ฐ”์ด์ŠคAI : ๋ฐ˜๋„์ฒด ์ธ์‡„ํšŒ๋กœ๊ธฐํŒ ์—…์ฒด๋กœ ์˜จ๋””๋ฐ”์ด์ŠคAI ์‹œ์žฅ ํ™œ์„ฑํ™”๋กœ ๊ณ ์„ฑ๋Šฅ ํ”„๋ฆฌ๋ฏธ์—„ ๊ธฐํŒ ์ˆ˜์š” ์ฆ๊ฐ€ ์ „๋ง

์‹ฌํ… ํšŒ์‚ฌ ์ •๋ณด

์‹œ์žฅ ์‹œ๊ฐ€์ด์•ก ๊ธฐ์—…์ˆœ์œ„ ์ฃผ์‹์ˆ˜ ์™ธ๊ตญ์ธ ๋น„์ค‘ ์‚ฐ์—…๊ตฐ ์„ธ๋ถ€ ์‚ฐ์—…๊ตฐ 52์ฃผ ์ตœ๊ณ  52์ฃผ ์ตœ์ €
kosdaq 46,567์–ต 19์œ„ 37,463,931 14.92% ํ•˜๋“œ์›จ์–ด/IT์žฅ๋น„ ์ „์ž์žฅ๋น„/๊ธฐ๊ธฐ 143,300 21,400

์‹ฌํ… ๊ธฐ์—… ๊ฐœ์š”

์‹ฌํ…์€ 2015๋…„ 7์›” (์ฃผ)์‹ฌํ…ํ™€๋”ฉ์Šค์—์„œ ๋ถ„ํ•  ์„ค๋ฆฝ๋œ ๊ธฐ์—…์œผ๋กœ ๋ฐ˜๋„์ฒด ๋ฐ ํ†ต์‹ ๊ธฐ๊ธฐ์šฉ ์ธ์‡„ํšŒ๋กœ๊ธฐํŒ ์ œ์กฐ์‚ฌ์—…์„ ์˜์œ„ํ•˜๊ณ  ์žˆ๋‹ค. ์ฃผ์š” ์ข…์†๊ธฐ์—…์€ (์ฃผ)๊ธ€๋กœ๋ฒŒ์‹ฌํ…, ์‹ ํƒœ์ „์ž(์„œ์•ˆ)์œ ํ•œ๊ณต์‚ฌ ๋“ฑ์ด ์žˆ๋‹ค. ์ฃผ์š” ๋งค์ถœ์€ ์ธ์‡„ํšŒ๋กœ๊ธฐํŒ ํŒ๋งค์—์„œ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ๋‹ค. ๋‹น์‚ฌ๋Š” 30์—ฌ๋…„๋™์•ˆ ๋ฐ˜๋„์ฒด์šฉ PCB์˜ ๊ฐœ๋ฐœ ๋ฐ ์–‘์‚ฐ์— ๋งค์ง„ํ•ด ํ•ด๋‹น ์ œํ’ˆ ๊ด€๋ จํ•˜์—ฌ ์ฐจ๋ณ„ํ™”๋œ ์–‘์‚ฐ ๊ธฐ์ˆ ๋ ฅ์„ ๋ณด์œ ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ, FC-CSP, MCP, SiP๋ชจ๋“ˆ, BOC ๋“ฑ ํ–ฅํ›„ ์„ฑ์žฅ์„ฑ์ด ๋†’์€ Package Substrate๋ถ„์•ผ๋กœ์˜ ๊ณ ๊ฐ ํ™•๋ณด ๋ฐ ๋งค์ถœ ํ™•๋Œ€๋ฅผ ์ถ”์ง„ํ•˜๊ณ  ์žˆ๋‹ค.

์‹ฌํ… AI์˜ˆ์ธก

AI์˜ˆ์ธก๊ธฐ๋Š” ์‹ฌํ…์„ ๊ฐ•๋ ฅ๋งค๋„ ยท ๋งค๋„ ยท ์ค‘๋ฆฝ ยท ๋งค์ˆ˜ ยท ๊ฐ•๋ ฅ๋งค์ˆ˜ ๋กœ ์˜ˆ์ธกํ–ˆ์–ด์š”.

๋ฉค๋ฒ„์‹ญ ํ”Œ๋žœ์„ ๊ตฌ๋…ํ•˜๋ฉด ์˜ˆ์ƒ ์ฃผ๊ฐ€ ์‹œ๋‚˜๋ฆฌ์˜ค์™€ AI์˜ ํˆฌ์ž์˜๊ฒฌ, ๋ชฉํ‘œยท์†์ ˆ๊ฐ€, AI๊ฐ€ ์ฐธ๊ณ ํ•œ ์ฐจํŠธ ํŒจํ„ด๋“ค์„ ํ™•์ธํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์‹ฌํ… ์ง€ํ‘œ๋ถ„์„

์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์€ ์‹ฌํ…์„ ๋งค์ˆ˜ ยท ๋งค๋„ ยท ๋ณด์œ  ยท ๊ด€๋ง ์ค‘์ด์—์š”.

๋ฉค๋ฒ„์‹ญ ํ”Œ๋žœ์„ ๊ตฌ๋…ํ•˜๋ฉด ์ˆ˜์ต๋ฅ  1์œ„ ๋งค๋งค์ „๋žต์˜ ๋งค๋งค ์‹œ์ ์„ ํ™•์ธํ•˜๊ณ  ๋‹ค์Œ ์‹ ํ˜ธ๋ฅผ ์•Œ๋ฆผ์œผ๋กœ ๋ฐ›์•„๋ณผ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ตœ์‹  ์‹ฌํ… ๊ด€๋ จ ๋‰ด์Šค

์ตœ๊ทผ ๋ถˆ๊ณผ ์ˆ˜์ผ์—์„œ ์ˆ˜์ฃผ์ผ ์‚ฌ์ด์— ๋ชฉํ‘œ์ฃผ๊ฐ€๊ฐ€ ๋‘ ๋ฐฐ ๊ฐ€๊นŒ์ด ๋ฒŒ์–ด์ง€๋Š” ํ˜„์ƒ์ด ๋‚˜ํƒ€๋‚˜๊ณ  ์žˆ๋‹ค. ๋™์ผํ•œ ์ข…๋ชฉ์„ ๋ถ„์„ํ•˜๋ฉด์„œ๋„ ํ–ฅํ›„ ์—…ํ™ฉ๊ณผ ์‹ค์  ์ „๋ง์— ๋Œ€ํ•œ ์ฆ๊ถŒ์‚ฌ๋“ค์˜ ์‹œ๊ฐ ์ฐจ์ด๊ฐ€ ๊ทน๋ช…ํ•˜๊ฒŒ ๊ฐˆ๋ฆฐ ๊ฒฐ๊ณผ๋‹ค. 17์ผ ๊ธˆ์œต์ •๋ณด์—…์ฒด ์—ํ”„์•ค๊ฐ€์ด๋“œ์— ๋”ฐ๋ฅด๋ฉด ์ตœ๊ทผ ํ•œ ๋‹ฌ๊ฐ„(์ง€๋‚œ๋‹ฌ 15์ผ~์ด๋‹ฌ 15์ผ) ๋ฐœ๊ฐ„๋œ ์ฝ”์Šคํ”ผยท์ฝ”์Šค๋‹ฅ ์‹œ๊ฐ€์ด์•ก ์ƒ์œ„ 20๊ฐœ ์ข…๋ชฉ ๋ฆฌํฌํŠธ๋ฅผ ์ง‘๊ณ„ํ•œ ๊ฒฐ๊ณผ ์ฆ๊ถŒ์‚ฌ ๊ฐ„ ๋ชฉํ‘œ์ฃผ๊ฐ€ ํŽธ์ฐจ๊ฐ€ ๊ฐ€์žฅ ํฐ ์ข…๋ชฉ์€ ์ฝ”์Šคํ”ผ ์‹œ์žฅ์˜ ์‚ผ์„ฑ์ „๊ธฐ(114

2Q ์˜์—…์ด์ต 465์–ต์› ์ „๋ง, ์ปจ์„ผ์„œ์Šค ์ƒํšŒ ์†Œ์บ 2 ์ ์œ ์œจ ํ™•๋Œ€์— 3Q๋„ ํ˜ธ์‹ค์  ์˜ˆ์ƒ ๋Œ€์‹ ์ฆ๊ถŒ์ด ๋ฐ˜๋„์ฒด PCB(ํŒจํ‚ค์ง€ ๊ธฐํŒ) ๊ธฐ์—… ์‹ฌํ…์˜ ๋ชฉํ‘œ์ฃผ๊ฐ€๋ฅผ ๋†’์—ฌ ์žก์•˜๋‹ค. ์‹ฌํ…์ด ์—”๋น„๋””์•„์˜ ์†Œ์บ 2 ์–‘์‚ฐ์— ๋”ฐ๋ฅธ ์ตœ๋Œ€ ์ˆ˜ํ˜œ์ž๋กœ ์‹œ์žฅ ์ „๋ง์น˜๋ณด๋‹ค ๋†’์€ ์‹ค์ ์„ ๋‚ผ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒํ–ˆ๋‹ค. ๋ฐ•๊ฐ•ํ˜ธ ๋Œ€์‹ ์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ 16์ผ ๋ฆฌํฌํŠธ์—์„œ "์˜ฌํ•ด 2๋ถ„๊ธฐ ์‹ฌํ… ์˜์—…์ด์ต์€ 465์–ต์›์œผ๋กœ ์ง€๋‚œ ์ถ”์ •์น˜(402์–ต์›) ๋Œ€๋น„ 15.7% ๋†’์•„์งˆ ๊ฒƒ"์ด๋ผ๋ฉฐ '๋งค์ˆ˜' ์˜๊ฒฌ์„ ์œ ์ง€ํ•˜๊ณ  ๋ชฉํ‘œ์ฃผ๊ฐ€๋ฅผ 16๋งŒ์›์œผ๋กœ ์ƒํ–ฅ ์กฐ์ •ํ–ˆ๋‹ค. ์ง€๋‚œ๋‹ฌ ์ œ์‹œํ•œ ๋ชฉํ‘œ์ฃผ๊ฐ€(10๋งŒ5000์›)์™€ ๋น„๊ตํ•˜๋ฉด ์•ฝ 52% ๋†’์•„์ง„ ๊ฒƒ์ด๋‹ค....

[ํŒŒ์ด๋‚ธ์…œ๋‰ด์Šค]ย ์ธ๊ณต์ง€๋Šฅ(AI) ์„œ๋ฒ„์šฉ ์ฐจ์„ธ๋Œ€ ๋ฉ”๋ชจ๋ฆฌ ๋ชจ๋“ˆ์ธ ์†Œ์บ (SOCAMM) ๊ด€๋ จ ์šฐ๋ ค๋กœ ๊ธ‰๋ฝํ•œ ์‹ฌํ…์— ๋Œ€ํ•ด ์ฆ๊ถŒ๊ฐ€๊ฐ€ ์˜คํžˆ๋ ค ๋งค์ˆ˜ ๊ธฐํšŒ๋ผ๋Š” ๋ถ„์„์„ ๋‚ด๋†จ๋‹ค. SOCAMM ํƒ‘์žฌ ์šฉ๋Ÿ‰ ์ถ•์†Œ ๊ฐ€๋Šฅ์„ฑ์ด ์ œ๊ธฐ๋์ง€๋งŒ ์‹ค์ œ ๊ธฐํŒ ์ˆ˜์š”์—๋Š” ํฐ ์˜ํ–ฅ์ด ์—†๊ณ , ๋ฉ”๋ชจ๋ฆฌ ๊ธฐํŒ ์‹œ์žฅ ํ™•๋Œ€์— ๋”ฐ๋ฅธ ์ˆ˜ํ˜œ๊ฐ€ ์ด์–ด์งˆ ๊ฒƒ์ด๋ž€ ์ „๋ง์ด๋‹ค. 8์ผ iM์ฆ๊ถŒ์€ ์‹ฌํ…์— ๋Œ€ํ•ด ํˆฌ์ž์˜๊ฒฌ '๋งค์ˆ˜'์™€ ๋ชฉํ‘œ์ฃผ๊ฐ€ 18๋งŒ5000์›์„ ์œ ์ง€ํ–ˆ๋‹ค. ์‹ฌํ…์˜ ์ฃผ๊ฐ€๋Š” ์ง€๋‚œ 5์›” 26์ผ ๊ณ ์  ๋Œ€๋น„ ์•ฝ 27% ํ•˜๋ฝํ–ˆ๋‹ค. ์ตœ๊ทผ ํˆฌ์ž๊ฒฝ๊ณ  ์ข…๋ชฉ ์ง€์ •์œผ๋กœ ์ˆ˜๊ธ‰ ๋ถ€๋‹ด์ด ์ปค์ง„ ๊ฐ€์šด๋ฐ SOCAMM ์šฉ๋Ÿ‰ ์ถ•์†Œ ์ด์Šˆ๊ฐ€ ๋ถ€๊ฐ๋˜๋ฉฐ ๋‚™ํญ์ด ํ™•๋Œ€๋๋‹ค. ๊ณ ์˜์˜ iM์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ "์ผ๋ถ€ ๋ฉ”๋ชจ๋ฆฌ ์—…์ฒด๊ฐ€ ๋‚ฎ์€ ์ˆ˜์œจ๊ณผ ์ˆ˜์ต์„ฑ์„ ์ด์œ ๋กœ ์—”๋น„๋””์•„๊ฐ€ ์š”๊ตฌํ•˜๋Š” ๋ฌผ๋Ÿ‰์„ ์ถฉ๋ถ„ํžˆ ๊ณต๊ธ‰ํ•˜์ง€ ์•Š์„ ๊ณ„ํš์ธ ๊ฒƒ์€ ์‚ฌ์‹ค๋กœ ํŒŒ์•…๋œ๋‹ค"๋ฉด์„œ๋„ "์ด๋Š” ์ „๋ฐฉ ์ˆ˜์š” ๊ฐ์†Œ๋ฅผ ์˜๋ฏธํ•˜๋Š” ๊ฒƒ

1์ผ SK์ฆ๊ถŒ์€ ํ‹ฐ์—˜๋น„์— ๋Œ€ํ•ด ์„ฑ์žฅ์˜ ๊ทผ๊ฐ„์€ ์ฆ์„ค์ด ์•„๋‹Œ ๊ธฐํŒ ์‚ฐ์—…์˜ ํ˜ธํ™ฉ์ด๋ผ๊ณ  ํ‰๊ฐ€ํ–ˆ๋‹ค. ์ตœ๊ทผ ์ฝ”์Šคํ”ผ ๋Œ€ํ˜•์ฃผ๋“ค๋กœ ์ˆ˜๊ธ‰๊ณผ ...

ํ‚ค์›€์ฆ๊ถŒ์€ ๊ตญ๋‚ด ์ „๊ธฐ์ „์ž ์—…์ข…์˜ ์ƒ์Šน์„ธ๊ฐ€ ์ง€์†๋  ๊ฒƒ์œผ๋กœ ์ „๋งํ–ˆ๋‹ค. ์—”๋น„๋””์•„ ์‹ค์  ๋ฐœํ‘œ ์ดํ›„ ์„ธ๊ณ„์ ์œผ๋กœ ์ „๊ธฐ์ „์ž ๋ฐธ๋ฅ˜์ฒด์ธ ์ „๋ฐ˜์˜ ์ฃผ๊ฐ€ ๊ฐ•์„ธ๊ฐ€ ์ด์–ด์ง€๊ณ  ์žˆ๋‹ค๋Š” ๋ถ„์„์ด๋‹ค. ํŠนํžˆ ๊ทธ๋ž˜ํ”ฝ ์ฒ˜๋ฆฌ ์žฅ์น˜(GPU)์™€ ๋ฉ”๋ชจ๋ฆฌ ์ค‘์‹ฌ์ด๋˜ ์ธ๊ณต์ง€๋Šฅ(AI) ์ˆ˜ํ˜œ ๊ตฌ์กฐ๊ฐ€ ๊ธฐํŒ, ์ ์ธต์„ธ๋ผ๋ฏน์ฝ˜๋ด์„œ(MLCC), ์ „๋ ฅ๋ฐ˜๋„์ฒด ๋“ฑ ๋ถ€ํ’ˆ ์—…์ฒด ์ „๋ฐ˜์œผ๋กœ ํ™•์‚ฐ๋˜๊ณ  ์žˆ๋‹ค๊ณ  ๋ถ„์„ํ–ˆ๋‹ค. ๊ถŒ๋ฏผ๊ทœ ํ‚ค์›€์ฆ๊ถŒ ์—ฐ๊ตฌ์›์€ 27์ผ ๋ณด๊ณ ์„œ๋ฅผ ํ†ตํ•ด โ€œAI ์„œ๋ฒ„ ๋‚ด ๋น„(้ž) GPU ๋ถ€ํ’ˆ๊ตฐ์˜ ํ‰๊ท ํŒ๋งค๋‹จ๊ฐ€ ์ƒ์Šน ์ „๋ง์ด ๋ฐ˜์˜๋˜๋ฉด์„œ ๊ธ€๋กœ๋ฒŒ ์ „๊ธฐ์ „์ž ๋ฐธ๋ฅ˜์ฒด์ธ ์ฃผ๊ฐ€๊ฐ€ ๊ฐ•์„ธ๋ฅผ ๋ณด์ด๊ณ  ์žˆ๋‹คโ€๋ฉฐ โ€œ๋ถ€ํ’ˆ ์ฃผ์š” ๊ธฐ์—…์„ ๋ณด์œ ํ•œ ํ•œ๊ตญยท๋Œ€๋งŒยท์ผ๋ณธ ์—…์ฒด๋“ค์˜ ํ‰๊ท  ์ฃผ๊ฐ€ ์ƒ์Šน๋ฅ ์ด 20%๋ฅผ ์›ƒ๋Œ๊ณ  ์žˆ๋‹คโ€๊ณ  ๋ฐํ˜”๋‹ค.๋˜ ์—์ด์ „ํ‹ฑ AI(Agentic AI) ํ™•์‚ฐ์— ๋”ฐ๋ผ ์ค‘์•™์ฒ˜๋ฆฌ์žฅ์น˜(CPU)์™€ ๋ฉ”๋ชจ๋ฆฌ ์ˆ˜์š”๋„ ํ•จ๊ป˜ ์ฆ๊ฐ€ํ•  ๊ฒƒ์œผ๋กœ ์ „๋งํ–ˆ๋‹ค. ๊ถŒ ์—ฐ๊ตฌ์›์€ โ€œํ˜„์žฌ GPU์™€ CPU ๋น„์œจ์ด 1๋Œ€4 ์ˆ˜์ค€์ด์ง€๋งŒ ํ–ฅํ›„ 1๋Œ€1 ์ˆ˜์ค€๊นŒ์ง€ CPU ์ˆ˜์š”๊ฐ€ ํ™•๋Œ€๋  ์ˆ˜ ์žˆ๋‹คโ€๋ฉฐ ์„œ๋ฒ„์šฉ CPU ์ฆ๊ฐ€์— ๋”ฐ๋ฅธ ํ”Œ๋ฆฝ์นฉ๋ณผ๊ทธ๋ฆฌ๋“œ์–ด๋ ˆ์ด(FC-BGA) ๊ธฐํŒ ์ ์šฉ์ฒ˜ ํ™•๋Œ€ ๊ฐ€๋Šฅ์„ฑ์„ ์ œ์‹œํ–ˆ๋‹ค.์ „๋ ฅ ๊ด€๋ จ ๋ถ€ํ’ˆ๊ตฐ์˜ ์ˆ˜๊ธ‰ ๊ฐœ์„ ๋„ ์ฃผ์š” ํˆฌ์ž ํฌ์ธํŠธ๋กœ ๊ผฝํ˜”๋‹ค. AI ์„œ๋ฒ„ ์ „๋ ฅ

์‹ฌํ… ๋งค์ถœ ์ •๋ณด

์‹ฌํ… ์—ฐ๊ฐ„ ๋งค์ถœ ์ •๋ณด

๋‚ ์งœ ๋งค์ถœ์•ก ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ ์˜์—…์ด์ต ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ ์ˆœ์ด์ต ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2025.4Q 1,410,559,919,451 14.55% 11,868,602,919 125.27% -164,580,357,473 -430.14%
2024.4Q 1,231,421,381,070 18.19% -46,969,220,820 46.70% -31,044,704,373 73.04%
2023.4Q 1,041,895,724,977 -38.62% -88,124,119,458 -125.01% -115,143,871,777 -146.79%
2022.4Q 1,697,452,400,000 24.28% 352,354,240,000 102.13% 246,101,020,000 108.04%

์‹ฌํ… ๋ถ„๊ธฐ ๋งค์ถœ ์ •๋ณด

๋‚ ์งœ ๋งค์ถœ์•ก ๋งค์ถœ์•ก ์ฆ๊ฐ€์œจ ์˜์—…์ด์ต ์˜์—…์ด์ต ์ฆ๊ฐ€์œจ ์ˆœ์ด์ต ์ˆœ์ด์ต ์ฆ๊ฐ€์œจ
2026.1Q 422,371,419,830 7.38% 13,711,017,335 33.64% 14,445,267,611 112.37%
2025.4Q 393,356,345,738 5.50% 10,259,774,286 -17.18% -116,763,170,536 -1842.25%
2025.3Q 372,838,724,895 9.41% 12,388,778,971 123.48% 6,701,865,566 135.80%
2025.2Q 340,767,377,716 12.24% 5,543,628,386 133.96% -18,719,413,835 47.71%

์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: 28,557

๊ธฐ๊ด€: -45,950

์™ธ์ธ: -41,104

๋ˆ„์  ์ˆœ๋งค์ˆ˜๋Ÿ‰

๊ฐœ์ธ: -3,239,327

๊ธฐ๊ด€: 2,983,785

์™ธ์ธ: 196,066

์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-06-19 28,557 -45,950 -41,104
2026-06-18 13,706 -20,178 6,902
2026-06-17 -21,370 39,279 -14,541
2026-06-16 -16,890 -26,627 41,441
2026-06-15 -69,156 156,955 -90,235
2026-06-12 110,455 49,070 -157,467
2026-06-11 -220,398 431,235 -219,518
2026-06-10 94,071 238,000 -334,319
2026-06-09 -107,659 214,414 -110,517
2026-06-08 -73,223 -21,894 99,461
2026-06-05 253,287 -51,112 -216,561
2026-06-04 -21,473 -14,376 28,087
2026-06-02 44,631 -54,845 9,318
2026-06-01 93,401 -184,504 95,387
2026-05-29 23,135 -112,521 94,600
2026-05-28 -84,307 -89,559 177,519
2026-05-27 116,292 -70,762 -44,525
2026-05-26 -7,784 -38,544 35,509
2026-05-22 -122,373 44,083 75,940
2026-05-21 -184,384 267,808 -83,610
2026-05-20 39,801 106,685 -149,662

๋ˆ„์  ์ˆœ๋งค์ˆ˜

๋‚ ์งœ ๊ฐœ์ธ ๊ธฐ๊ด€ ์™ธ์ธ
2026-06-19 -111,681 816,657 -797,895
2026-06-18 -140,238 862,607 -756,791
2026-06-17 -153,944 882,785 -763,693
2026-06-16 -132,574 843,506 -749,152
2026-06-15 -115,684 870,133 -790,593
2026-06-12 -46,528 713,178 -700,358
2026-06-11 -156,983 664,108 -542,891
2026-06-10 63,415 232,873 -323,373
2026-06-09 -30,656 -5,127 10,946
2026-06-08 77,003 -219,541 121,463
2026-06-05 150,226 -197,647 22,002
2026-06-04 -103,061 -146,535 238,563
2026-06-02 -81,588 -132,159 210,476
2026-06-01 -126,219 -77,314 201,158
2026-05-29 -219,620 107,190 105,771
2026-05-28 -242,755 219,711 11,171
2026-05-27 -158,448 309,270 -166,348
2026-05-26 -274,740 380,032 -121,823
2026-05-22 -266,956 418,576 -157,332
2026-05-21 -144,583 374,493 -233,272
2026-05-20 39,801 106,685 -149,662

์‹ฌํ… ์ž์‚ฐ ๋น„์œจ

์ž์‚ฐ์ด๊ณ„ ๋ถ€์ฑ„๋น„์œจ ์ž๋ณธ๋น„์œจ
1,683,519,554,614 64.53% 35.47%

์‹ฌํ… ๋งค์ถœ ๊ตฌ์„ฑ

๊ตฌ์„ฑ ์š”์†Œ ๋น„์œจ
Package Substrate 76.6%
Module PCB 23.4%

์‹ฌํ… ๊ณต๋งค๋„ ํ˜„ํ™ฉ

์ตœ๊ทผ ๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰: 73,616 (5.76%)

์ตœ๊ทผ ๊ณต๋งค๋„ ์ž”๊ณ : 141,694 (0.38%)

๊ณต๋งค๋„ ๊ฑฐ๋ž˜๋Ÿ‰

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„๋Ÿ‰ ๊ณต๋งค๋„๋น„์ค‘
2026-06-19 124,300 73,616 5.76%
2026-06-18 127,500 88,778 10.35%
2026-06-17 129,900 58,760 7.75%
2026-06-16 126,600 37,929 3.90%
2026-06-15 134,100 65,074 5.76%
2026-06-12 130,100 214,244 8.38%
2026-06-11 133,300 88,188 2.45%
2026-06-10 109,500 82,441 4.93%
2026-06-09 115,100 49,731 5.32%
2026-06-08 100,000 31,058 4.48%
2026-06-05 103,000 15,367 1.43%
2026-06-04 113,400 34,430 3.48%
2026-06-02 104,400 21,780 1.77%
2026-06-01 100,200 61,253 4.29%
2026-05-29 118,100 94,537 10.77%
2026-05-28 116,200 54,882 5.44%
2026-05-27 122,000 137,826 14.74%
2026-05-26 132,800 50,695 3.87%
2026-05-22 131,800 27,562 2.17%
2026-05-21 125,500 26,841 1.09%
2026-05-20 103,600 29,618 2.28%

๊ณต๋งค๋„ ์ž”๊ณ 

๋‚ ์งœ ์ข…๊ฐ€ ๊ณต๋งค๋„ ์ž”๊ณ  ๊ณต๋งค๋„ ๋น„์ค‘
2026-06-17 129,900 141,694 0.38%
2026-06-16 126,600 131,660 0.35%
2026-06-15 134,100 130,938 0.35%
2026-06-12 130,100 131,766 0.35%
2026-06-11 133,300 109,528 0.29%
2026-06-10 109,500 113,541 0.30%
2026-06-09 115,100 109,528 0.29%
2026-06-08 100,000 108,166 0.29%
2026-06-05 103,000 108,166 0.29%
2026-06-04 113,400 107,534 0.29%
2026-06-02 104,400 107,534 0.29%
2026-06-01 100,200 107,152 0.29%
2026-05-29 118,100 107,152 0.29%
2026-05-28 116,200 107,152 0.29%
2026-05-27 122,000 107,152 0.29%
2026-05-26 132,800 111,060 0.30%
2026-05-22 131,800 106,048 0.28%
2026-05-21 125,500 107,713 0.29%
2026-05-20 103,600 117,110 0.31%
2026-05-19 98,700 118,283 0.32%
2026-05-18 100,400 117,864 0.31%

์‹ฌํ… ์—…์ข… ๋‚ด ๋น„๊ต

์ „์ž์žฅ๋น„/๊ธฐ๊ธฐ ์—…์ข…(97๊ฐœ) ์—ฐ๊ฐ„ ๊ธฐ์ค€

ํ•ญ๋ชฉ ์‹ฌํ… ์—…์ข… ํ‰๊ท  ์—…์ข… ๋‚ด ์ˆœ์œ„
์‹œ๊ฐ€์ด์•ก 47,766.512 26,663.38 6์œ„
PER(์ตœ๊ทผ4๋ถ„๊ธฐ) -38.261 18.94 88์œ„
PBR 7.98 2.5 12์œ„
ROE(์ตœ๊ทผ4๋ถ„๊ธฐ) -32.099 -10.38 83์œ„
๋ฐฐ๋‹น์ˆ˜์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.078 1.7 41์œ„
์˜์—…์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) 0.841 -11.72 52์œ„
์ˆœ์ด์ต๋ฅ (์ตœ๊ทผ์—ฐ๋„) -11.668 -11.98 70์œ„
๋ถ€์ฑ„๋น„์œจ(์ตœ๊ทผ์—ฐ๋„) 181.129 108.36 14์œ„
๋งค์ถœ์•ก(์ตœ๊ทผ์—ฐ๋„) 14,105.599 6,220.59 8์œ„
์˜์—…์ด์ต(์ตœ๊ทผ์—ฐ๋„) 118.686 204.07 24์œ„
๋‹น๊ธฐ์ˆœ์ด์ต(์ตœ๊ทผ์—ฐ๋„) -1,645.804 65.23 95์œ„