A
투어를 위해 이동하고 있다. /사진=이가영 기자
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데일리콜걸광주콜걸대전콜걸대구콜걸부산콜걸울산콜걸서울콜걸인천콜걸세종콜걸김포콜걸안양콜걸안성콜걸부천콜걸남앙주콜걸포천콜걸수원콜걸성남콜걸안산콜걸용인콜걸가평콜걸이천콜걸일산콜걸파주콜걸평택콜걸화성콜걸의정부콜걸양평콜걸광명콜걸동두천콜걸고양콜걸과천콜걸구리콜걸오산콜걸시흥콜걸군포콜걸의왕콜걸하남콜걸양주콜걸여주콜걸연천콜걸동해콜걸삼척콜걸속초콜걸원주콜걸강릉콜걸춘천콜걸태백콜걸평창콜걸영월콜걸정선콜걸고성콜걸김해콜걸밀양콜걸사천콜걸양산콜걸진주콜걸창원콜걸통영콜걸거제콜걸김천콜걸문경콜걸상주콜걸안동콜걸영천콜걸영주콜걸포항콜걸영덕콜걸경산콜걸구미콜걸경주콜걸울진콜걸광양콜걸나주콜걸목포콜걸순천콜걸함평콜걸보성콜걸여수콜걸익산콜걸정읍콜걸남원콜걸군산콜걸전주콜걸김제콜걸공주콜걸논산콜걸계룡콜걸보령콜걸서산콜걸아산콜걸천안콜걸예산콜걸청양콜걸당진콜걸충주콜걸제천콜걸청주콜걸제주콜걸서귀포콜걸
"메모리 병목현상 2030년까지…AI PC도 기회"
2일(현지시간) 최 회장은 대만 타이베이에서 열린 '컴퓨텍스 2026' SK하이닉스 부스 투어 이후 기자들과 만나 "향후 5년 내에 전체 생산능력을 두 배로 늘릴 것"이라고 말했다. 생산능력 확대가 D램과 낸드, HBM 등 특정 제품에 국한되는지를 묻는 질문에는 "제가 말하는 생산능력은 웨이퍼를 의미한다"며 "웨이퍼 생산능력을 두 배로 늘릴 것"이라고 설명했다.
웨이퍼는 반도체 칩을 만드는 원판이다. 웨이퍼 생산능력을 늘린다는 것은 특정 제품의 단기 증산이 아니라 메모리 반도체를 만들 수 있는 전체 제조 기반을 확대한다는 뜻이다. SK하이닉스가 HBM 시장에서 주도권을 이어가려면 첨단 제품 개발뿐 아니라 고객사의 장기 수요에 맞춰 실제 공급 가능한 물량을 확보해야 한다. 최 회장의 발언은 AI 메모리 경쟁이 기술력과 함께 중장기 생산능력 확보 경쟁으로 옮겨가고 있음을 보여준다.
