{"@context":"https://neupai.io/schema/v0.2","@type":"StructuredNewsArticle","identity":{"article_id":"tech42_20260726_korea-semiconductor-ai-alliance","canonical_url":"https://www.tech42.co.kr/1390%ec%a1%b0%ec%9b%90-ai-%eb%8f%99%eb%a7%b9-%ed%95%9c%ea%b5%ad-%eb%b0%98%eb%8f%84%ec%b2%b4%ea%b0%80-%eb%8c%80%ec%b2%b4%eb%b6%88%ea%b0%80-%ec%b9%b4%eb%93%9c%eb%a5%bc-%ea%ba%bc%eb%82%b4%eb%93%a4/?utm_source=rss&utm_medium=rss&utm_campaign=1390%25ec%25a1%25b0%25ec%259b%2590-ai-%25eb%258f%2599%25eb%25a7%25b9-%25ed%2595%259c%25ea%25b5%25ad-%25eb%25b0%2598%25eb%258f%2584%25ec%25b2%25b4%25ea%25b0%2580-%25eb%258c%2580%25ec%25b2%25b4%25eb%25b6%2588%25ea%25b0%2580-%25ec%25b9%25b4%25eb%2593%259c%25eb%25a5%25bc-%25ea%25ba%25bc%25eb%2582%25b4%25eb%2593%25a4","ai_url":null,"publisher":{"name":"테크42","domain":"www.tech42.co.kr","type":"online"},"author":"김한수 기자","published_at":"2026-07-26T23:42:12.000Z","updated_at":null,"language":"ko","article_type":"analysis","originality":"self_produced"},"content":{"headline":"1390조원 AI 동맹, 한국 반도체가 '대체불가' 카드를 꺼내들었다","summary":"삼성전자와 SK그룹이 미국 빅테크 기업들과 총 9500억달러(약 1390조원) 규모의 AI 인프라 협력안을 체결하며 한국 반도체의 글로벌 공급망 내 '대체불가' 지위를 공고히 했다. HBM4 시장에서의 SK하이닉스 우위와 삼성전자의 2나노 파운드리 기술이 핵심 동력으로 작용하고 있다.","topics":["반도체","AI","HBM","파운드리","데이터센터","수출"],"geography":["KR","US"],"entities":[{"name":"삼성전자","canonical_id":"corp:kr:samsung-electronics","type":"company","role_in_article":"primary_subject","metadata":{"ticker":"005930.KS","parent":null}},{"name":"SK하이닉스","canonical_id":"corp:kr:sk-hynix","type":"company","role_in_article":"primary_subject","metadata":{"ticker":"000660.KS","parent":"corp:kr:sk-group"}},{"name":"SK그룹","canonical_id":"corp:kr:sk-group","type":"company","role_in_article":"primary_subject","metadata":{"ticker":null,"parent":null}},{"name":"SK텔레콤","canonical_id":"corp:kr:sk-telecom","type":"company","role_in_article":"mentioned","metadata":{"ticker":"017660.KS","parent":"corp:kr:sk-group"}},{"name":"엔비디아","canonical_id":"corp:us:nvidia","type":"company","role_in_article":"mentioned","metadata":{"ticker":"NVDA","parent":null}},{"name":"브로드컴","canonical_id":"corp:us:broadcom","type":"company","role_in_article":"mentioned","metadata":{"ticker":"AVGO","parent":null}},{"name":"앤트로픽","canonical_id":"corp:us:anthropic","type":"company","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}},{"name":"오픈AI","canonical_id":"corp:us:openai","type":"company","role_in_article":"mentioned","metadata":{"ticker":null,"parent":null}},{"name":"현대차 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정부","canonical_id":"org:kr:korean-government","type":"organization","role_in_article":"source","metadata":{"ticker":null,"parent":null}}],"claims":[{"id":"c1","statement":"삼성전자와 SK그룹이 미국 빅테크들과 총 9500억달러, 한화로 약 1390조원에 달하는 협력안을 체결했다","as_of":"2026-07","as_of_explicit":false,"as_of_raw":"같은 자리에서","source_type":"company_disclosure","comparison":null,"type":"fact","figures":{"value":950000000000,"unit":"USD","approximate":false,"converted":{"value":1390000000000000,"unit":"KRW"}},"expiry_hint":null,"insight":null},{"id":"c2","statement":"엔비디아가 베라 루빈 플랫폼 등 차세대 AI 칩에 탑재할 HBM4 물량의 약 3분의 2를 SK하이닉스에 배정한 것으로 확인됐다","as_of":"2026-01","as_of_explicit":true,"as_of_raw":"올해 1월","source_type":"industry_estimate","comparison":null,"type":"fact","figures":{"value":66.6,"unit":"%","approximate":true,"converted":null},"expiry_hint":null,"insight":null},{"id":"c3","statement":"SK하이닉스가 전체 HBM4 물량의 70%에 가까운 비중을 확보한 것으로 알려졌다","as_of":"2026-07","as_of_explicit":false,"as_of_raw":"업계 소식에 따르면","source_type":"unnamed_source","comparison":null,"type":"estimate","figures":{"value":70,"unit":"%","approximate":true,"converted":null},"expiry_hint":null,"insight":null},{"id":"c4","statement":"카운터포인트가 지난해 말 전망한 HBM4 시장 점유율 54%보다 16%포인트 높은 수치다","as_of":"2025-12","as_of_explicit":true,"as_of_raw":"지난해 말","source_type":"industry_estimate","comparison":"previous_forecast","type":"fact","figures":{"value":54,"unit":"%","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c5","statement":"삼성전자가 세계 최초로 HBM4 양산 출하에 성공했다","as_of":"2026-02-12","as_of_explicit":true,"as_of_raw":"지난 2월 12일","source_type":"company_disclosure","comparison":null,"type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c6","statement":"삼성전자가 HBM4E 샘플을 세계 최초로 고객사에 출하했다","as_of":"2026-05-29","as_of_explicit":true,"as_of_raw":"5월 29일","source_type":"company_disclosure","comparison":null,"type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c7","statement":"SK그룹이 엔비디아와 5000억달러, 약 730조원 규모의 AI 인프라 협력 의향서(LOI)를 체결했다","as_of":"2026-07","as_of_explicit":false,"as_of_raw":"이번 협력안","source_type":"company_disclosure","comparison":null,"type":"fact","figures":{"value":500000000000,"unit":"USD","approximate":false,"converted":{"value":730000000000000,"unit":"KRW"}},"expiry_hint":null,"insight":null},{"id":"c8","statement":"SK텔레콤이 국내에 최대 2기가와트 규모의 AI 팩토리를 구축한다","as_of":"2026-07","as_of_explicit":false,"as_of_raw":"구축하고","source_type":"company_plan","comparison":null,"type":"future_plan","figures":{"value":2,"unit":"GW","approximate":false,"converted":null},"expiry_hint":"2030-12","insight":null},{"id":"c9","statement":"삼성전자가 브로드컴과 2000억달러, 약 290조원 규모의 협력을 체결했다","as_of":"2026-07","as_of_explicit":false,"as_of_raw":"이번 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했다","as_of":"2026-05","as_of_explicit":true,"as_of_raw":"5월","source_type":"company_disclosure","comparison":null,"type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c13","statement":"첨단 AI 칩 설계에는 약 5억달러가 소요된다","as_of":"2026-07","as_of_explicit":false,"as_of_raw":"소요되지만","source_type":"industry_estimate","comparison":null,"type":"fact","figures":{"value":500000000,"unit":"USD","approximate":true,"converted":null},"expiry_hint":null,"insight":null},{"id":"c14","statement":"한국 정부가 총 5760억달러 이상을 투자하는 대규모 AI 반도체 전략을 발표했다","as_of":"2026-06","as_of_explicit":true,"as_of_raw":"지난 6월","source_type":"government_official","comparison":null,"type":"fact","figures":{"value":576000000000,"unit":"USD","approximate":false,"converted":null},"expiry_hint":null,"insight":null},{"id":"c15","statement":"SK텔레콤이 울산을 시작으로 영남권에 2기가와트 이상 규모의 AI 데이터센터 클러스터를 조성하고, 2035년까지 최대 15기가와트 규모로 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