{"@context":"https://neupai.io/schema/v0.2","@type":"StructuredNewsArticle","identity":{"article_id":"skhynix_20260928_tsmc-oip-conference-2026","canonical_url":"https://news.skhynix.co.kr/tsmc-oip-conference-2026/","ai_url":null,"publisher":{"name":"SK하이닉스 뉴스룸","domain":"news.skhynix.co.kr","type":"online"},"author":"unknown","published_at":"2026-09-28T05:23:28.000Z","updated_at":null,"language":"ko","article_type":"straight_news","originality":"self_produced"},"content":{"headline":"“AI의 급격한 성장 뒤에는 메모리가 있다”… SK하이닉스, ‘TSMC OIP Conference’서 차세대 메모리 포트폴리오 공유","summary":"SK하이닉스가 TSMC OIP Conference에서 차세대 메모리 포트폴리오를 공개하고, TSMC로부터 2년 연속 '올해의 파트너상'을 수상했다. 또한 PCIe 기반 eSSD 시장이 2030년까지 약 3.8배 성장할 것으로 전망했다.","topics":["반도체","AI","메모리","HBM","TSMC"],"geography":["KR","US"],"entities":[{"name":"SK하이닉스","canonical_id":"corp:kr:sk-hynix","type":"company","role_in_article":"primary_subject","metadata":{"ticker":"000660.KS","parent":null}},{"name":"TSMC","canonical_id":"corp:tw:tsmc","type":"company","role_in_article":"mentioned","metadata":{"ticker":"2330.TW","parent":null}},{"name":"엔비디아","canonical_id":"corp:us:nvidia","type":"company","role_in_article":"mentioned","metadata":{"ticker":"NVDA","parent":null}},{"name":"케이던스","canonical_id":"corp:us:cadence","type":"company","role_in_article":"mentioned","metadata":{"ticker":"CDNS","parent":null}},{"name":"박대식","canonical_id":"person:kr:park-dae-sik","type":"person","role_in_article":"quoted","metadata":{"ticker":null,"parent":null}},{"name":"박진우","canonical_id":"person:kr:park-jin-woo","type":"person","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}},{"name":"이재식","canonical_id":"person:kr:lee-jae-sik","type":"person","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}}],"claims":[{"id":"c1","statement":"SK하이닉스가 TSMC로부터 2년 연속 ‘올해의 파트너상(Partner of the Year Award)’을 수상했다","as_of":"2026-09","as_of_explicit":false,"as_of_raw":"지난 23일","source_type":"company_disclosure","comparison":null,"type":"fact","figures":{"value":2,"unit":"years","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c2","statement":"SK하이닉스는 2024년부터 TSMC OIP Conference에 참가해 왔다","as_of":"2024","as_of_explicit":true,"as_of_raw":"2024년부터","source_type":"company_disclosure","comparison":null,"type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c3","statement":"PCIe 기반 eSSD 시장은 2026년 509EB에서 2030년 1,933EB로 약 3.8배 성장할 전망","as_of":"2026","as_of_explicit":true,"as_of_raw":"2026년","source_type":"company_plan","comparison":"previous_year_same_period","type":"estimate","figures":{"value":1933,"unit":"EB","approximate":false,"converted":null},"expiry_hint":"2030-12","insight":{"analyst_name":"박대식","analyst_affiliation":"SK하이닉스","confidence":"medium","forecast_horizon":"2030","sentiment":"bullish","reasoning":"AI 인프라 확대에 따른 수요 증가"}},{"id":"c4","statement":"SK하이닉스는 6세대와 7세대 PCIe에서 칩렛 기반의 차세대 SSD 설루션을 준비 중이다","as_of":"2026","as_of_explicit":false,"as_of_raw":"올해","source_type":"company_plan","comparison":null,"type":"future_plan","figures":null,"expiry_hint":"2027-12","insight":null},{"id":"c5","statement":"SK하이닉스는 TSMC의 CoWoS를 기반으로 HBM5를 검증한 협업 성과를 인정받았다","as_of":"2026","as_of_explicit":false,"as_of_raw":"올해","source_type":"company_disclosure","comparison":null,"type":"fact","figures":null,"expiry_hint":null,"insight":null}],"ai_emotional_context":{"valence":0.4,"arousal":0.3,"primary_emotions":[{"emotion":"optimistic","intensity":0.7}],"secondary_emotions":[{"emotion":"calm","intensity":0.4}],"emotional_triggers":[{"claim_id":"c3","emotion":"optimistic","reason":"major_opportunity"}]},"image":{"url":"https://onjblseywainslkhvkav.supabase.co/storage/v1/object/public/article-images/006dd398-e208-4836-a98e-6919ee8a0d58.jpg","alt":"SK하이닉스가 'TSMC OIP 컨퍼런스'에 마련한 전시 부스로, HBM과 GPU 모형 등 차세대 메모리 제품이 전시되어 있다.","caption":null,"source":"og_image","alt_status":"auto"}},"provenance":{"source_chain":["primary_reporting"],"original_source_url":null,"related_articles":[]},"temporal":{"freshness":"recent","next_update_expected":null},"access":{"license":"neupai_standard","attribution_required":true,"structured_data":"free","full_text_available":false,"full_text_access":null}}