{"id":6940,"date":"2024-04-19T00:31:13","date_gmt":"2024-04-18T15:31:13","guid":{"rendered":"http:\/\/localhost:8080\/skhynix-tsmc-hbm4-mou\/"},"modified":"2025-02-19T09:17:49","modified_gmt":"2025-02-19T00:17:49","slug":"skhynix-tsmc-hbm4-mou","status":"publish","type":"post","link":"https:\/\/news.skhynix.co.kr\/skhynix-tsmc-hbm4-mou\/","title":{"rendered":"SK\ud558\uc774\ub2c9\uc2a4, TSMC\uc640 \uc190\uc7a1\uace0 HBM \uae30\uc220 \ub9ac\ub354\uc2ed \uac15\ud654"},"content":{"rendered":"<div class=\"post-intro\"><strong>\u00b7 HBM4 \uac1c\ubc1c \ubc0f \ucc28\uc138\ub300 \ud328\ud0a4\uc9d5 \uae30\uc220 \ud611\ub825\uc744 \uc704\ud55c \uc591\ud574\uac01\uc11c \uccb4\uacb0<\/strong><br \/>\n<strong>\u00b7 TSMC \ucd5c\ucca8\ub2e8 \ud30c\uc6b4\ub4dc\ub9ac \uacf5\uc815 \ud65c\uc6a9, HBM4 \uc131\ub2a5 \uace0\ub3c4\ud654<\/strong><br \/>\n<strong>\u00b7 \u201c\uace0\uac1d-\ud30c\uc6b4\ub4dc\ub9ac-\uba54\ubaa8\ub9ac 3\uc790\uac04 \ud611\uc5c5 \ud1b5\ud55c AI \uba54\ubaa8\ub9ac \uc131\ub2a5 \ud55c\uacc4 \ub3cc\ud30c\u201d<\/strong><\/div>\n<p style=\"text-align: justify;\">SK\ud558\uc774\ub2c9\uc2a4\ub294 \ucc28\uc138\ub300 HBM \uc0dd\uc0b0\uacfc \uc5b4\ub4dc\ubc34\uc2a4\ub4dc \ud328\ud0a4\uc9d5 \uae30\uc220 \uc5ed\ub7c9\uc744 \uac15\ud654\ud558\uae30 \uc704\ud574 \ub300\ub9cc TSMC\uc640 \uae34\ubc00\ud788 \ud611\ub825\ud558\uae30\ub85c \ud588\ub2e4\uace0 19\uc77c \ubc1d\ud614\ub2e4.<\/p>\n<p style=\"text-align: justify;\">\uc591\uc0ac\ub294 \ucd5c\uadfc \ub300\ub9cc \ud0c0\uc774\ud398\uc774\uc5d0\uc11c \uae30\uc220 \ud611\ub825\uc744 \uc704\ud55c \uc591\ud574\uac01\uc11c(MOU)\ub97c \uccb4\uacb0\ud588\uace0, SK\ud558\uc774\ub2c9\uc2a4\ub294 TSMC\uc640 \ud611\uc5c5\ud574 2026\ub144 \uc591\uc0b0 \uc608\uc815\uc778 HBM4(6\uc138\ub300 HBM)\ub97c \uac1c\ubc1c\ud55c\ub2e4\ub294 \uacc4\ud68d\uc774\ub2e4.<\/p>\n<p style=\"text-align: justify;\">SK\ud558\uc774\ub2c9\uc2a4\ub294 \u201cAI \uba54\ubaa8\ub9ac \uae00\ub85c\ubc8c \ub9ac\ub354\uc778 \ub2f9\uc0ac\ub294 \ud30c\uc6b4\ub4dc\ub9ac 1\uc704 \uae30\uc5c5 TSMC\uc640 \ud798\uc744 \ud569\uccd0 \ub610 \ud55c \ubc88\uc758 HBM \uae30\uc220 \ud601\uc2e0\uc744 \uc774\ub04c\uc5b4 \ub0b4\uaca0\ub2e4\u201d\uba70 \u201c\uace0\uac1d-\ud30c\uc6b4\ub4dc\ub9ac-\uba54\ubaa8\ub9ac\ub85c \uc774\uc5b4\uc9c0\ub294 3\uc790 \uac04 \uae30\uc220 \ud611\uc5c5\uc744 \ubc14\ud0d5\uc73c\ub85c \uba54\ubaa8\ub9ac \uc131\ub2a5\uc758 \ud55c\uacc4\ub97c \ub3cc\ud30c\ud560 \uac83\u201d\uc774\ub77c\uace0 \uac15\uc870\ud588\ub2e4.<\/p>\n<p style=\"text-align: justify;\">\uc591\uc0ac\ub294 \uc6b0\uc120 HBM \ud328\ud0a4\uc9c0 \ub0b4 \ucd5c\ud558\ub2e8\uc5d0 \ud0d1\uc7ac\ub418\ub294 \ubca0\uc774\uc2a4 \ub2e4\uc774(Base Die)\uc758 \uc131\ub2a5 \uac1c\uc120\uc5d0 \ub098\uc120\ub2e4. HBM\uc740 \ubca0\uc774\uc2a4 \ub2e4\uc774 \uc704\uc5d0 D\ub7a8 \ub2e8\ud488 \uce69\uc778 \ucf54\uc5b4 \ub2e4\uc774(Core Die)\ub97c \uc313\uc544 \uc62c\ub9b0 \ub4a4 \uc774\ub97c TSV<span style=\"color: red;\">*<\/span> \uae30\uc220\ub85c \uc218\uc9c1 \uc5f0\uacb0\ud574 \ub9cc\ub4e4\uc5b4\uc9c4\ub2e4. \ubca0\uc774\uc2a4 \ub2e4\uc774\ub294 GPU\uc640 \uc5f0\uacb0\ub3fc HBM\uc744 \ucee8\ud2b8\ub864\ud558\ub294 \uc5ed\ud560\uc744 \uc218\ud589\ud55c\ub2e4.<\/p>\n<p class=\"footnote\"><span style=\"color: red;\">* <\/span> TSV(Through Silicon Via): D<span style=\"color: #7f7f7f;\">\ub7a8 \uce69\uc5d0 \uc218\ucc9c \uac1c\uc758 \ubbf8\uc138\ud55c \uad6c\uba4d\uc744 \ub6ab\uc5b4 \uc0c1\uce35\uacfc \ud558\uce35 \uce69\uc758 \uad6c\uba4d\uc744 \uc218\uc9c1\uc73c\ub85c \uad00\ud1b5\ud558\ub294 \uc804\uadf9\uc73c\ub85c \uc5f0\uacb0\ud558\ub294 \uc0c1\ud638\uc5f0\uacb0 \uae30\uc220<\/span><\/p>\n<p style=\"text-align: justify;\">SK\ud558\uc774\ub2c9\uc2a4\ub294 5\uc138\ub300\uc778 HBM3E\uae4c\uc9c0\ub294 \uc790\uccb4 \uacf5\uc815\uc73c\ub85c \ubca0\uc774\uc2a4 \ub2e4\uc774\ub97c \ub9cc\ub4e4\uc5c8\uc73c\ub098, HBM4\ubd80\ud130\ub294 \ub85c\uc9c1(Logic) \uc120\ub2e8 \uacf5\uc815\uc744 \ud65c\uc6a9\ud560 \uacc4\ud68d\uc774\ub2e4. \uc774 \ub2e4\uc774\ub97c \uc0dd\uc0b0\ud558\ub294 \ub370 \ucd08\ubbf8\uc138 \uacf5\uc815\uc744 \uc801\uc6a9\ud558\uba74 \ub2e4\uc591\ud55c \uae30\ub2a5\uc744 \ucd94\uac00\ud560 \uc218 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4. \ud68c\uc0ac\ub294 \uc774\ub97c \ud1b5\ud574 \uc131\ub2a5\uacfc \uc804\ub825 \ud6a8\uc728 \ub4f1 \uace0\uac1d\ub4e4\uc758 \ud3ed\ub113\uc740 \uc694\uad6c\uc5d0 \ubd80\ud569\ud558\ub294 \ub9de\ucda4\ud615(Customized) HBM\uc744 \uc0dd\uc0b0\ud55c\ub2e4\ub294 \uacc4\ud68d\uc774\ub2e4.<\/p>\n<p style=\"text-align: justify;\">\uc774\uc640 \ud568\uaed8, \uc591\uc0ac\ub294 SK\ud558\uc774\ub2c9\uc2a4\uc758 HBM\uacfc TSMC\uc758 CoWoS\u00ae<span style=\"color: red;\">* <\/span> \uae30\uc220 \uacb0\ud569\uc744 \ucd5c\uc801\ud654\ud558\uae30 \uc704\ud574 \ud611\ub825\ud558\uace0, HBM \uad00\ub828 \uace0\uac1d \uc694\uccad\uc5d0 \uacf5\ub3d9 \ub300\uc751\ud558\uae30\ub85c \ud588\ub2e4.<\/p>\n<p class=\"footnote\"><span style=\"color: red;\">* <\/span> CoWoS(Chip on Wafer on Substrate): TSMC\uac00 \ud2b9\ud5c8\uad8c\uc744 \uac16\uace0 \uc788\ub294 \uace0\uc720\uc758 \uacf5\uc815\uc73c\ub85c, \uc778\ud130\ud3ec\uc800(Interposer)\ub77c\ub294 \ud2b9\uc218 \uae30\ud310 \uc704\uc5d0 \ub85c\uc9c1 \uce69\uc778 GPU\/xPU\uc640 HBM\uc744 \uc62c\ub824 \uc5f0\uacb0\ud558\ub294 \ud328\ud0a4\uc9d5 \ubc29\uc2dd. \uc218\ud3c9(2D) \uae30\ud310 \uc704\uc5d0\uc11c \ub85c\uc9c1 \uce69\uacfc \uc218\uc9c1 \uc801\uce35(3D)\ub41c HBM\uc774 \ud558\ub098\ub85c \uacb0\ud569\ud558\ub294 \ud615\ud0dc\ub77c 2.5D \ud328\ud0a4\uc9d5\uc73c\ub85c\ub3c4 \ubd88\ub9bc<\/p>\n<p style=\"text-align: justify;\">SK\ud558\uc774\ub2c9\uc2a4 \uae40\uc8fc\uc120 \uc0ac\uc7a5(AI Infra\ub2f4\ub2f9)\uc740 \u201cTSMC\uc640\uc758 \ud611\uc5c5\uc744 \ud1b5\ud574 \ucd5c\uace0 \uc131\ub2a5\uc758 HBM4\ub97c \uac1c\ubc1c\ud558\ub294 \uac83\uc740 \ubb3c\ub860, \uae00\ub85c\ubc8c \uace0\uac1d\ub4e4\uacfc\uc758 \uac1c\ubc29\ud615 \ud611\uc5c5(Open collaboration)\uc5d0\ub3c4 \uc18d\ub3c4\ub97c \ub0bc \uac83\u201d\uc774\ub77c\uba70, \u201c\uc55e\uc73c\ub85c \ub2f9\uc0ac\ub294 \uace0\uac1d \ub9de\ucda4\ud615 \uba54\ubaa8\ub9ac \ud50c\ub7ab\ud3fc(Custom Memory Platform) \uacbd\uc7c1\ub825\uc744 \ub192\uc5ec \u2018\ud1a0\ud138(Total) AI \uba54\ubaa8\ub9ac \ud504\ub85c\ubc14\uc774\ub354(Provider)\u2019\uc758 \uc704\uc0c1\uc744 \ud655\uace0\ud788 \ud558\uaca0\ub2e4\u201d\uace0 \ub9d0\ud588\ub2e4.<\/p>\n<p style=\"text-align: justify;\">TSMC \ucf00\ube48 \uc7a5(Kevin Zhang, \u5f20\u6653\u5f3a) \uc218\uc11d\ubd80\uc0ac\uc7a5(Business Development and Overseas Operations Office\ub2f4\ub2f9, \uacf5\ub3d9 \ubd80\ucd5c\uace0\uc6b4\uc601\ucc45\uc784\uc790(Deputy Co-COO))\uc740 \u201cTSMC\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc218\ub144\uac04 \uacac\uace0\ud55c \ud30c\ud2b8\ub108\uc2ed\uc744 \uc720\uc9c0\ud558\uba70 \ucd5c\uc120\ub2e8 \ub85c\uc9c1 \uce69\uacfc HBM\uc744 \uacb0\ud569\ud55c \uc138\uacc4 \ucd5c\uace0\uc758 AI \uc194\ub8e8\uc158\uc744 \uc2dc\uc7a5\uc5d0 \uacf5\uae09\ud574 \uc654\ub2e4\u201d\uba70 \u201cHBM4\uc5d0\uc11c\ub3c4 \uc591\uc0ac\ub294 \uae34\ubc00\ud558\uac8c \ud611\ub825\ud574 \uace0\uac1d\uc758 AI \uae30\ubc18 \ud601\uc2e0\uc5d0 \ud0a4(Key)\uac00 \ub420 \ucd5c\uace0\uc758 \ud1b5\ud569 \uc81c\ud488\uc744 \uc81c\uacf5\ud560 \uac83\u201d\uc774\ub77c\uace0 \ub9d0\ud588\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>SK\ud558\uc774\ub2c9\uc2a4\ub294 \ucc28\uc138\ub300 HBM \uc0dd\uc0b0\uacfc \uc5b4\ub4dc\ubc34\uc2a4\ub4dc \ud328\ud0a4\uc9d5 \uae30\uc220 \uc5ed\ub7c9\uc744 \uac15\ud654\ud558\uae30 \uc704\ud574 \ub300\ub9cc TSMC\uc640 \uae34\ubc00\ud788 \ud611\ub825\ud558\uae30\ub85c \ud588\ub2e4\uace0 19\uc77c \ubc1d\ud614\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":27502,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[92],"tags":[6],"class_list":["post-6940","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-press","tag-6","series-global-ai-company-hbm"],"acf":[],"_links":{"self":[{"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/posts\/6940","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/comments?post=6940"}],"version-history":[{"count":5,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/posts\/6940\/revisions"}],"predecessor-version":[{"id":45032,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/posts\/6940\/revisions\/45032"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/media\/27502"}],"wp:attachment":[{"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/media?parent=6940"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/categories?post=6940"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news.skhynix.co.kr\/wp-json\/wp\/v2\/tags?post=6940"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}