๊ฐ€๊ฒฉ 60% ์˜ฌ๋ ค๋„ D๋žจ 'ํ’ˆ์ ˆ'โ€ฆ๋น…ํ…Œํฌ๋“ค "2027๋…„ ๋ฌผ๋Ÿ‰ ๋‹ฌ๋ผ" ์ž…๋„์„ ๋งค ๋‚˜์„œ


https://n.news.naver.com/mnews/article/011/0004557023?rc=N&ntype=RANKING&sid=101

๊ฐ€๊ฒฉ 60% ์˜ฌ๋ ค๋„ D๋žจ 'ํ’ˆ์ ˆ'โ€ฆ๋น…ํ…Œํฌ๋“ค์ „ ์„ธ๊ณ„์ ์ธ ์ธ๊ณต์ง€๋Šฅ(AI) ํˆฌ์ž ํ™•๋Œ€๋กœ ๋ฐ˜๋„์ฒด D๋žจ ํ’ˆ๊ท€ ํ˜„์ƒ์ด ์‹ฌํ™”ํ•˜์ž ์›”ยท๋ถ„๊ธฐ ๋‹จ์œ„๋กœ ์ฒด๊ฒฐ๋˜๋˜ ๊ณต๊ธ‰๊ณ„์•ฝ์ด 6๊ฐœ์›” ์ด์ƒ ๋ฌผ๋Ÿ‰์„ ํ™•๋ณดํ•˜๋Š” ์žฅ๊ธฐ ๊ณ„์•ฝ ์‹œ์žฅ์œผ๋กœ ์ „ํ™˜ํ•˜๊ณ  ์žˆ๋‹ค. ๊ธ€๋กœ๋ฒŒ ๋น…ํ…Œํฌ(Big Tech)๋“ค์€ ๋ฒŒ์จn.news.naver.com




https://www.trendforce.com/news/2025/11/17/news-memory-crunch-ripples-across-chip-supply-chain-smic-nvidia-device-makers-feel-the-hit/

[News] Memory Crunch Ripples Across Chip Supply Chain: SMIC, NVIDIA, Device Makers Feel the HitAs the global AI data-center race drains memory supply, major chipmakers are moving fast โ€” and the shockwaves are spreading. Notably, Reuters reported...www.trendforce.com






ํŒ๋‹จ์€ ๊ฐ์ž๊ฐ€ ์•Œ์•„์„œ ๋ถ€ํƒ๋“œ๋ฆฝ๋‹ˆ๋‹ค.