{"@context":"https://neupai.io/schema/v0.2","@type":"StructuredNewsArticle","identity":{"article_id":"tech42_20260731_apple-memory-crisis","canonical_url":"https://www.tech42.co.kr/100%eb%85%84-%eb%a7%8c%ec%9d%98-%eb%8c%80%ed%99%8d%ec%88%98-%ec%95%a0%ed%94%8c-%eb%a9%94%eb%aa%a8%eb%a6%ac-%ed%8f%ad%eb%93%b1%ec%97%90-%ec%b0%bd%ea%b3%a0-%ea%bd%89%ea%bd%89-%eb%b9%84/?utm_source=rss&utm_medium=rss&utm_campaign=100%25eb%2585%2584-%25eb%25a7%258c%25ec%259d%2598-%25eb%258c%2580%25ed%2599%258d%25ec%2588%2598-%25ec%2595%25a0%25ed%2594%258c-%25eb%25a9%2594%25eb%25aa%25a8%25eb%25a6%25ac-%25ed%258f%25ad%25eb%2593%25b1%25ec%2597%2590-%25ec%25b0%25bd%25ea%25b3%25a0-%25ea%25bd%2589%25ea%25bd%2589-%25eb%25b9%2584","ai_url":null,"publisher":{"name":"테크42","domain":"www.tech42.co.kr","type":"online"},"author":"앨리스","published_at":"2026-07-31T00:07:30.000Z","updated_at":null,"language":"ko","article_type":"straight_news","originality":"self_produced"},"content":{"headline":"\"100년 만의 대홍수\"… 애플, 메모리 폭등에 '창고 꽉꽉' 비상사태","summary":"생성형 AI 열풍으로 인한 메모리 공급난과 가격 급등에 애플이 재고 확보에 나서고 있다. 팀 쿡 CEO는 상황을 '100년 만의 대홍수'로 비유했으며, 애플은 제품 가격 인상과 매출 전망 하향 조정으로 주가 급락이라는 여파를 겪고 있다.","topics":["반도체","메모리","공급망","애플","주가"],"geography":["US","KR"],"entities":[{"name":"애플","canonical_id":"corp:us:apple","type":"company","role_in_article":"primary_subject","metadata":{"ticker":"AAPL","parent":null}},{"name":"팀 쿡","canonical_id":"person:us:tim-cook","type":"person","role_in_article":"quoted","metadata":{"ticker":null,"parent":"corp:us:apple"}}],"claims":[{"id":"c1","statement":"팀 쿡 애플 CEO가 최근 실적 발표에서 메모리 가격 상승세를 \"100년 만의 대홍수\"에 비유하며 심각한 공급 제약에 직면해 있다고 밝혔다","as_of":"2026-07","as_of_explicit":false,"as_of_raw":"최근","source_type":"company_disclosure","comparison":null,"type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c2","statement":"애플의 보유 재고액이 지난 9월 57억 달러에서 최근 111억 달러(약 15조 원)로 약 두 배 가까이 급증했다","as_of":"2026-07","as_of_explicit":false,"as_of_raw":"최근","source_type":"company_disclosure","comparison":"previous_period","type":"fact","figures":{"value":11100000000,"unit":"USD","approximate":true,"converted":{"value":15000000000000,"unit":"KRW"}},"expiry_hint":null,"insight":null},{"id":"c3","statement":"애플이 최근 맥과 아이패드 가격을 기습 인상했다","as_of":"2026-07","as_of_explicit":false,"as_of_raw":"최근","source_type":"company_disclosure","comparison":null,"type":"fact","figures":null,"expiry_hint":null,"insight":null},{"id":"c4","statement":"애플이 다음 분기 매출 성장률 전망치를 기존 16%대에서 9~11% 수준으로 낮춰 잡았다","as_of":"2026-07","as_of_explicit":false,"as_of_raw":"최근","source_type":"company_disclosure","comparison":"previous_estimate","type":"fact","figures":{"value":10,"unit":"%","approximate":true,"converted":null},"expiry_hint":"2026-Q4","insight":null},{"id":"c5","statement":"애플 주가가 시간 외 거래에서 6% 급락했다","as_of":"2026-07-31","as_of_explicit":false,"as_of_raw":"최근","source_type":"financial_filing","comparison":null,"type":"fact","figures":{"value":6,"unit":"%","approximate":false,"converted":null},"expiry_hint":null,"insight":null}],"ai_emotional_context":{"valence":-0.4,"arousal":0.6,"primary_emotions":[{"emotion":"concerned","intensity":0.7},{"emotion":"urgent","intensity":0.5}],"secondary_emotions":[{"emotion":"anxious","intensity":0.4}],"emotional_triggers":[{"claim_id":"c1","emotion":"concerned","reason":"significant_negative_metric"},{"claim_id":"c5","emotion":"urgent","reason":"significant_negative_metric"}]},"image":{"url":"https://onjblseywainslkhvkav.supabase.co/storage/v1/object/public/article-images/8f4b2c9a-8844-4558-beee-69c1e0820d20.png","alt":"주황색 배경에 흰색 tech42 로고와 'Tech Journalism by AI' 문구가 표시된 이미지","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}}