{"id":5350,"date":"2026-03-22T10:26:58","date_gmt":"2026-03-22T10:26:58","guid":{"rendered":"https:\/\/routiner7.com\/mil\/?p=5350"},"modified":"2026-04-07T23:57:00","modified_gmt":"2026-04-07T14:57:00","slug":"navitas","status":"publish","type":"post","link":"https:\/\/routiner7.com\/mil\/navitas\/","title":{"rendered":"\ub098\ube44\ud0c0\uc2a4(NVTS), \ub9e4\ucd9c\uc774 \ubc18\ud1a0\ub9c9 \ub0ac\ub294\ub370 \uc8fc\uac00\ub294 \uc65c \uc62c\ub790\uc744\uae4c.."},"content":{"rendered":"<link rel=\"preconnect\" href=\"https:\/\/fonts.googleapis.com\">\n<link href=\"https:\/\/fonts.googleapis.com\/css2?family=Noto+Serif+KR:wght@400;700&#038;family=Noto+Sans+KR:wght@300;400;500;600&#038;family=DM+Serif+Display:ital@0;1&#038;family=Space+Mono:wght@400;700&#038;display=swap\" rel=\"stylesheet\">\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Article\",\"headline\":\"\ub098\ube44\ud0c0\uc2a4 (NVTS) \uc8fc\uac00 \ubd84\uc11d \u2014 GaN\u00b7SiC \uc804\ud658\uc758 \uc9c4\uc9dc \ube44\uc6a9\",\"datePublished\":\"2026-03-22\",\"dateModified\":\"2026-03-22\",\"author\":{\"@type\":\"Person\",\"name\":\"\ud22c\uc790 \uc778\uc0ac\uc774\ud2b8 \ub7a9\"},\"publisher\":{\"@type\":\"Organization\",\"name\":\"\ud22c\uc790 \uc778\uc0ac\uc774\ud2b8 \ub7a9\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https:\/\/routiner7.com\/mil\/wp-content\/uploads\/logo.png\"}},\"image\":{\"@type\":\"ImageObject\",\"url\":\"https:\/\/routiner7.com\/mil\/wp-content\/uploads\/nvts-og.jpg\",\"width\":1200,\"height\":630},\"mainEntityOfPage\":{\"@type\":\"WebPage\",\"@id\":\"https:\/\/routiner7.com\/mil\/nvts\/\"},\"about\":{\"@type\":\"Corporation\",\"name\":\"Navitas Semiconductor Corporation\",\"tickerSymbol\":\"NVTS\",\"exchange\":\"NASDAQ\"}}<\/script><br \/>\n<script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"\ub098\ube44\ud0c0\uc2a4 \ubc18\ub3c4\uccb4(NVTS) \ud604\uc7ac \uc8fc\uac00\ub294?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"2026\ub144 3\uc6d4 \uae30\uc900 NVTS\ub294 \uc57d $8.75~$10.49 \uc0ac\uc774\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\uc73c\uba70, 52\uc8fc \ubc94\uc704\ub294 $1.52~$17.79\uc785\ub2c8\ub2e4.\"}},{\"@type\":\"Question\",\"name\":\"\ub098\ube44\ud0c0\uc2a4 \ubc18\ub3c4\uccb4\uc758 \uc8fc\uc694 \uc0ac\uc5c5\uc740?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"GaN(\uc9c8\ud654\uac08\ub968) \uc804\ub825 IC\uc640 SiC(\ud0c4\ud654\uaddc\uc18c) \uc804\ub825 \ubc18\ub3c4\uccb4\ub97c \uc124\uacc4\u00b7\uac1c\ubc1c\u00b7\ud310\ub9e4\ud558\uba70, AI \ub370\uc774\ud130\uc13c\ud130, \uc0b0\uc5c5\uc6a9 \uc804\ub825, \uc5d0\ub108\uc9c0 \uc778\ud504\ub77c, \uc804\uae30\ucc28 \ub4f1\uc744 \uc8fc\uc694 \uc2dc\uc7a5\uc73c\ub85c \uc0bc\uace0 \uc788\uc2b5\ub2c8\ub2e4.\"}},{\"@type\":\"Question\",\"name\":\"\ub098\ube44\ud0c0\uc2a4 \ubc18\ub3c4\uccb4 \ubaa9\ud45c\uc8fc\uac00\ub294?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"\uc6d4\uac00 \uc560\ub110\ub9ac\uc2a4\ud2b8 11\uba85 \uae30\uc900 \uc911\uac04 \ubaa9\ud45c\uc8fc\uac00\ub294 $8.00\uc774\uba70, \uac00\uc7a5 \ub099\uad00\uc801\uc778 Needham\uc758 Quinn Bolton\uc740 $13\uc744 \uc81c\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c Hold \ucee8\uc13c\uc11c\uc2a4\uc785\ub2c8\ub2e4.\"}}]}<\/script><\/p>\n<div id=\"stock-wrap\" style=\"max-width:1100px;margin:0 auto;background:transparent;color:#1A1917;line-height:1.8;font-size:15px;font-family:'Noto Sans KR',sans-serif;\">\n<p style=\"font-family:'Noto Serif KR',serif;font-size:19px;color:#1A1917;font-weight:400;line-height:1.6;margin:0 0 20px 0;\">\ub9e4\ucd9c\uc774 \ubc18\ud1a0\ub9c9 \ub0ac\ub294\ub370 \uc8fc\uac00\ub294 \uc62c\ub790\ub2e4. \ubb34\uc2a8 \uc774\uc720 \uc77c\uae4c?<\/p>\n<div style=\"width:100%;overflow:hidden;\">\n<div class=\"si-main\" style=\"float:left;width:calc(100% - 322px);min-width:0;box-sizing:border-box;padding-right:32px;\">\n<p><!-- \ubaa9\ucc28 --><\/p>\n<nav style=\"background:rgba(0,0,0,0.03);border:1px solid #E0DED5;border-radius:6px;padding:18px 22px;margin-bottom:48px;\" aria-label=\"\ubaa9\ucc28\">\n  <span style=\"font-family:'Space Mono',monospace;font-size:13.5px;letter-spacing:0.2em;text-transform:uppercase;color:#9E9B94;margin-bottom:12px;display:block;\">\ubaa9\ucc28<\/span><\/p>\n<ol style=\"list-style:none;padding:0;margin:0;\">\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\">\n      <span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">01<\/span><br \/>\n      <a href=\"#s-intro\" style=\"color:#1A1917;text-decoration:none;\">\uc65c \ub9e4\ucd9c\uc774 \uc904\uc5c8\ub294\ub370 \uc8fc\uac00\uac00 \uc62c\ub790\uc744\uae4c<\/a>\n    <\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\">\n      <span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">02<\/span><br \/>\n      <a href=\"#s-tech\" style=\"color:#1A1917;text-decoration:none;\">GaN\u00b7SiC \uae30\uc220 \uc9c0\ud615\ub3c4 \u2014 \ub098\ube44\ud0c0\uc2a4\uc758 \uc2e4\uc81c \uc704\uce58<\/a>\n    <\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\">\n      <span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">03<\/span><br \/>\n      <a href=\"#s-risk\" style=\"color:#1A1917;text-decoration:none;\">\uc9c4\uc9dc \ubd88\ud3b8\ud55c \uc22b\uc790\ub4e4 \u2014 \ub9ac\uc2a4\ud06c \ud574\ubd80<\/a>\n    <\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\">\n      <span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">04<\/span><br \/>\n      <a href=\"#s-valuation\" style=\"color:#1A1917;text-decoration:none;\">\ubc38\ub958\uc5d0\uc774\uc158 \u2014 $8 vs $13, \ubb50\uac00 \ub9de\uc744\uae4c<\/a>\n    <\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\">\n      <span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">05<\/span><br \/>\n      <a href=\"#s-expert\" style=\"color:#1A1917;text-decoration:none;\">\uc804\ubb38\uac00 \ubc1c\uc5b8 \ubaa8\uc74c<\/a>\n    <\/li>\n<li style=\"display:flex;gap:9px;padding:5px 0;font-size:13.5px;color:#1A1917;align-items:baseline;\">\n      <span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#9E9B94;flex-shrink:0;min-width:20px;\">06<\/span><br \/>\n      <a href=\"#s-conclusion\" style=\"color:#1A1917;text-decoration:none;\">\uc9c0\uae08 \uc0ac\ub3c4 \ub420\uae4c, \uc544\ub2c8\uba74 \uae30\ub2e4\ub824\uc57c \ud560\uae4c<\/a>\n    <\/li>\n<\/ol>\n<\/nav>\n<p><!-- \uc139\uc158 01 --><\/p>\n<div id=\"s-intro\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:50%;background:#4C1D95;display:flex;align-items:center;justify-content:center;flex-shrink:0;\">\n      <span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">01<\/span>\n    <\/div>\n<p>    <span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\ub9e4\ucd9c\uc774 \ubc18 \ud1a0\ub9c9 \ub0ac\ub294\ub370<\/span>\n  <\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\"> \uc8fc\uac00\ub294 \uc62c\ub790\ub2e4. <span style=\"color:#4C1D95;\">\ubb34\uc2a8 \uc774\uc720\uc77c\uae4c<\/span><\/h2>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.9;margin:0 0 18px 0;font-family:'Noto Sans KR',sans-serif;\">2025\ub144 \ub098\ube44\ud0c0\uc2a4 \ubc18\ub3c4\uccb4\uc758 \uc5f0\ub9e4\ucd9c\uc740 $45.9M\uc774\uc5c8\ub2e4. \uc804\ub144 $83.3M\uc5d0\uc11c \ubb34\ub824 45%\ub098 \uac10\uc18c\ud55c \uac83\uc778\ub370 \uadf8 \uc0ac\uc774 GAAP \uc21c\uc190\uc2e4\uc740 $117M\uc73c\ub85c \uc624\ud788\ub824 \ubd88\uc5b4\ub0ac\ub2e4. \uadf8\ub7f0\ub370 \uac19\uc740 \uae30\uac04 \uc8fc\uac00\ub294 \uc5b4\ub5bb\uac8c \ub410\ub0d0\uba74 52\uc8fc \uc800\uc810 $1.52\uc5d0\uc11c $17.79\uae4c\uc9c0 \uc62c\ub77c\uac14\ub2e4. \uc22b\uc790\ub9cc \ubcf4\uba74 \uc644\uc804\ud788 \uc55e\ub4a4\uac00 \uc548 \ub9de\ub294\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.9;margin:0 0 18px 0;font-family:'Noto Sans KR',sans-serif;\">\uc774 \uad34\ub9ac\ub97c \uc774\ud574\ud558\uace0 \uc2f6\uc5b4 \ub098\ub984 \uace0\ubbfc\ud574\ubd24\ub2e4. \uacb0\ub860\ubd80\ud130 \ub9d0\ud558\uba74 \ub098\ube44\ud0c0\uc2a4\ub294 \uc758\ub3c4\uc801\uc73c\ub85c \uc800\ub9c8\uc9c4\uc758 \ubaa8\ubc14\uc77c \uc2dc\uc7a5\uc5d0\uc11c \uc190\uc744 \ub5bc\uace0, \uace0\ub9c8\uc9c4\uc758 AI \ub370\uc774\ud130\uc13c\ud130, \uc5d0\ub108\uc9c0 \uc778\ud504\ub77c\ub85c \uc804\ud658\ud558\ub294 \uacfc\uc815\uc744 \uacaa\uace0 \uc788\ub2e4\uace0 \ubcf8\ub2e4. \uc774\uac78 \uc2dc\uc7a5\uc740 &#8220;\uc804\ud658 \uc644\ub8cc \uc784\ubc15&#8221; \uc2e0\ud638\ub85c \uc81c\ub300\ub85c \uc77d\uc740 \uac83\uc774\uace0 \uadf8\uac8c \uc8fc\uac00 \ud3ed\ub4f1\uc758 \ubcf8\uc9c8\uc774\ub77c\uace0 \uc0dd\uac01\ud55c\ub2e4.<\/p>\n<div style=\"border-left:3px solid #92400E;background:#FFFBEB;padding:16px 20px;margin:24px 0;border-radius:0 4px 4px 0;\">\n    <span style=\"font-family:'Space Mono',monospace;font-size:13px;font-weight:700;color:#92400E;display:block;margin-bottom:8px;\">\ud83d\udca1 GaN\u00b7SiC, \uc774\uac8c \ubb50\ub0d0\uba74..<\/span><\/p>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">\uc9c8\ud654\uac08\ub968(GaN)\uacfc \ud0c4\ud654\uaddc\uc18c(SiC)\ub294 \uae30\uc874 \uc2e4\ub9ac\ucf58 \ubc18\ub3c4\uccb4\ubcf4\ub2e4 \uc804\ub825 \ubcc0\ud658 \ud6a8\uc728\uc774 \ud6e8\uc52c \ub192\uc740 \ucc28\uc138\ub300 \uc18c\uc7ac\ub2e4. \ub354 \ube60\ub974\uac8c \uc2a4\uc704\uce6d\ud558\uace0 \ub354 \ub192\uc740 \uc628\ub3c4\uc5d0\uc11c \uc791\ub3d9\ud558\uba70 \uc5d0\ub108\uc9c0 \uc190\uc2e4\uc774 \uc801\ub2e4. AI \uc11c\ubc84\ub294 \uc5c4\uccad\ub09c \uc804\ub825\uc744 \uc18c\ube44\ud558\uae30 \ub54c\ubb38\uc5d0 \uc774 \ud6a8\uc728 \ucc28\uc774\uac00 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\uc9dc\ub9ac \ubb38\uc81c\uac00 \ub41c\ub2e4. \ub098\ube44\ud0c0\uc2a4\ub294 \uc774 \ub450 \uc18c\uc7ac \ubaa8\ub450\uc5d0\uc11c \ub3c5\uc790 \uae30\uc220\uc744 \ubcf4\uc720\ud55c \uc720\uc77c\ud55c \ud4e8\uc5b4\ud50c\ub808\uc774 \uae30\uc5c5\uc774\ub2e4.<\/p>\n<\/p><\/div>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.9;margin:0 0 18px 0;font-family:'Noto Sans KR',sans-serif;\">\ubb38\uc81c\ub294 &#8220;\uc2dc\uc7a5\uc774 \uae30\ub300\ud558\ub294 \uc804\ud658\uc774 \uc2e4\uc81c\ub85c \uc774 \uc18d\ub3c4\ub85c \uac00\ub2a5\ud55c\uac00&#8221;\uc774\ub2e4. \uc774\uac8c \uc9c0\uae08 \ub098\ube44\ud0c0\uc2a4 \ud22c\uc790\uc5d0\uc11c \uac00\uc7a5 \uc911\uc694\ud55c \uc9c8\ubb38\uc778\ub370 \ud55c\ubc88 \uc54c\uc544\ubcf4\uc790.<\/p>\n<\/div>\n<p><!-- \uc139\uc158 02 --><\/p>\n<div id=\"s-tech\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:50%;background:#4C1D95;display:flex;align-items:center;justify-content:center;flex-shrink:0;\">\n      <span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">02<\/span>\n    <\/div>\n<p>    <span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\uae30\uc220 \uc9c0\ud615\ub3c4<\/span>\n  <\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">GaN\u00b7SiC \ud310\uc5d0\uc11c <span style=\"color:#4C1D95;\">\ub098\ube44\ud0c0\uc2a4\uc758 \uc2e4\uc81c \uc704\uce58<\/span><\/h2>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.9;margin:0 0 20px 0;font-family:'Noto Sans KR',sans-serif;\">\ub098\ube44\ud0c0\uc2a4\ub294 2014\ub144 \ucc3d\uc5c5\ud574\uc11c GaN \uae30\uc220\ub85c \uba3c\uc800 \uc774\ub984\uc744 \uc54c\ub838\ub2e4. \uc2a4\ub9c8\ud2b8\ud3f0 \ucda9\uc804\uae30 \uc2dc\uc7a5\uc5d0\uc11c &#8220;GaN \ucda9\uc804\uae30&#8221;\ub77c\ub294 \uce74\ud14c\uace0\ub9ac \uc790\uccb4\ub97c \ub9cc\ub4e0 \ud68c\uc0ac\ub2e4. \uadf8 \uc131\uacf5\uc774 \uc624\ud788\ub824 \ub3c5\uc774 \ub410\ub294\ub370, \uc800\uac00 \uacbd\uc7c1\uc774 \uce58\uc5f4\ud574\uc9c4 \ubaa8\ubc14\uc77c \ucda9\uc804 \uc2dc\uc7a5\uc5d0 \ub108\ubb34 \ub9ce\uc774 \ub178\ucd9c\ub41c \ucc44\ub85c 2024~2025\ub144 \uc0ac\uc774\ud074 \uce68\uccb4\ub97c \ub9de\uc740\uac83\uc774\ub2e4.<\/p>\n<div style=\"overflow:hidden;margin-bottom:20px;\">\n<div class=\"si-seg\" style=\"float:left;width:calc(50% - 10px);margin-right:20px;margin-bottom:20px;background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;box-sizing:border-box;\">\n      <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;color:#1D4ED8;display:block;background:#EFF6FF;padding:6px 10px;margin:-18px -20px 12px -20px;border-radius:3px 3px 0 0;border-bottom:1px solid #E0DED5;\">\u26a1 GaNFast\u2122 \u2014 \ud575\uc2ec IP<\/span><\/p>\n<p style=\"font-size:13.5px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">GaN \uc804\ub825\u00b7\ub4dc\ub77c\uc774\ube0c\u00b7\ubcf4\ud638 \ud68c\ub85c\ub97c \ub2e8\uc77c \uce69\uc5d0 \ud1b5\ud569\ud55c \ub3c5\uc790 \uae30\uc220. 800V DC AI \ud329\ud1a0\ub9ac\uc5d0\uc11c GPU\uae4c\uc9c0 \uc804\ub825 \uacbd\ub85c \uc804\uccb4\ub97c \ucee4\ubc84\ud55c\ub2e4. (98.5% \ud6a8\uc728 \ub2ec\uc131)<\/p>\n<\/p><\/div>\n<div class=\"si-seg\" style=\"float:left;width:calc(50% - 10px);margin-bottom:20px;background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;box-sizing:border-box;\">\n      <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;color:#166534;display:block;background:#F0FDF4;padding:6px 10px;margin:-18px -20px 12px -20px;border-radius:3px 3px 0 0;border-bottom:1px solid #E0DED5;\">\ud83d\udd37 GeneSiC\u2122 5\uc138\ub300 \u2014 \uc131\uc7a5 \uc5d4\uc9c4<\/span><\/p>\n<p style=\"font-size:13.5px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">1200V\u00b72300V\u00b73300V \uace0\uc804\uc555 SiC MOSFET. TAP(Trench-Assisted Planar) \uc544\ud0a4\ud14d\ucc98\ub85c \uc774\uc804 \uc138\ub300 \ub300\ube44 35% \ud6a8\uc728 \uac1c\uc120. AI \ub370\uc774\ud130\uc13c\ud130\u00b7\uadf8\ub9ac\ub4dc \uc778\ud504\ub77c \ud0c0\uac9f.<\/p>\n<\/p><\/div>\n<div class=\"si-seg\" style=\"float:left;width:calc(50% - 10px);margin-right:20px;margin-bottom:20px;background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;box-sizing:border-box;\">\n      <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;color:#7E22CE;display:block;background:#FDF4FF;padding:6px 10px;margin:-18px -20px 12px -20px;border-radius:3px 3px 0 0;border-bottom:1px solid #E0DED5;\">\ud83e\udd1d NVIDIA \uc0dd\ud0dc\uacc4 \ud3b8\uc785<\/span><\/p>\n<p style=\"font-size:13.5px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">NVIDIA\uc758 \ucc28\uc138\ub300 800V DC &#8220;AI \ud329\ud1a0\ub9ac&#8221; \uc0dd\ud0dc\uacc4\uc758 \uacf5\uc2dd \uc804\ub825 \ud30c\ud2b8\ub108. NVIDIA GTC 2026\uc5d0\uc11c 800V\u21926V DC-DC \ud50c\ub7ab\ud3fc \uc9c1\uc811 \uc804\uc2dc. (\uc8fc\uac00 \uc0c1\uc2b9\uc758 \uc9c4\uc9dc \ud2b8\ub9ac\uac70 \uc778\ub4ef..)<\/p>\n<\/p><\/div>\n<div class=\"si-seg\" style=\"float:left;width:calc(50% - 10px);margin-bottom:20px;background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;box-sizing:border-box;\">\n      <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;color:#C2410C;display:block;background:#FFF7ED;padding:6px 10px;margin:-18px -20px 12px -20px;border-radius:3px 3px 0 0;border-bottom:1px solid #E0DED5;\">\ud83c\udfed GlobalFoundries \ud30c\ud2b8\ub108\uc2ed<\/span><\/p>\n<p style=\"font-size:13.5px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">\ubbf8\uad6d \ub0b4 GaN \uc81c\uc870\ub97c \uc704\ud55c \uc7a5\uae30 \uc804\ub7b5 \ud30c\uc6b4\ub4dc\ub9ac \ud30c\ud2b8\ub108\uc2ed \uccb4\uacb0. CHIPS Act \uc218\ud61c \uac00\ub2a5\uc131\uacfc \uc911\uad6d \uc758\uc874\ub3c4 \ucd95\uc18c\ub77c\ub294 \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c \ud5e4\uc9c0 \ud6a8\uacfc\ub3c4 \uc788\ub2e4.<\/p>\n<\/p><\/div>\n<div style=\"clear:both;\"><\/div>\n<\/p><\/div>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.9;margin:0 0 18px 0;font-family:'Noto Sans KR',sans-serif;\">\uacbd\uc7c1 \uad6c\ub3c4\ub97c \ubcf4\uc790. Infineon, STMicro, ON Semiconductor\ub294 \ub098\ube44\ud0c0\uc2a4\ubcf4\ub2e4 \uaddc\ubaa8\uac00 \uba87 \ubc30\ub098 \ud070\ub370, \ub098\ube44\ud0c0\uc2a4\uac00 \uc774 \uac70\uc778\ub4e4\uacfc \uc9c1\uc811 \ubd99\uc5b4\uc11c \uc774\uae38 \ubb34\uae30\ub294 \ub531 \ud558\ub098, <strong style=\"color:#1A1917;\">GaN+SiC\ub97c \ub3d9\uc2dc\uc5d0 \ubcf4\uc720\ud55c \ud4e8\uc5b4\ud50c\ub808\uc774\ub77c\ub294 \ud3ec\uc9c0\uc158<\/strong>\uc774\ub2e4. \ub300\ud615\uc0ac\ub4e4\uc740 \uc2e4\ub9ac\ucf58 \ub808\uac70\uc2dc \uc0ac\uc5c5\uc774 \ub108\ubb34 \ucee4\uc11c GaN\u00b7SiC \uc804\ud658\uc5d0 \ub290\ub9b4 \uc218 \ubc16\uc5d0 \uc5c6\ub294\ub370 \uadf8 \ud2c8\uc0c8\ub97c \ub098\ube44\ud0c0\uc2a4\uac00 \ub178\ub9ac\ub294 \uad6c\uc870\ub2e4. \ub098\ube44\ud0c0\uc2a4\ub294 2022\ub144\uc5d0 SiC \uce69 \uc120\ub3c4\uae30\uc5c5 &#8216;\uc81c\ub124\uc2dd&#8217;\uc744 \uc778\uc218\ud588\ub294\ub370 \uace0\uc131\uc7a5\uc774 \uc608\uc0c1\ub418\ub294 \ucc28\uc138\ub300 \uc804\ub825\ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc744 \uc120\uc810\ud558\uae30 \uc704\ud55c \ud22c\uc790\uc784\uc774 \uba85\ubc31\ud588\ub2e4.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/03\/navitas-300x162.jpg\" alt=\"\ub098\ube44\ud0c0\uc2a4\" width=\"300\" height=\"162\" class=\"alignnone size-medium wp-image-5351\" style=\"display: block; margin: 0 auto;\" srcset=\"https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/03\/navitas-300x162.jpg 300w, https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/03\/navitas-768x415.jpg 768w, https:\/\/routiner7.com\/mil\/wp-content\/uploads\/2026\/03\/navitas.jpg 855w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.9;margin:0 0 18px 0;font-family:'Noto Sans KR',sans-serif;\">\ud55c \uac00\uc9c0 \ud765\ubbf8\ub85c\uc6b4 \uc810\uc740 \uacbd\uc7c1\uc0ac Wolfspeed\uc758 \ud30c\uc0b0\uc774\ub2e4. 2025\ub144 \ucc55\ud130 11\uc744 \uac70\uccd0 \ubd80\ucc44\ub97c 70% \uc904\uc774\uace0 \uc7ac\uae30\ud558\uae34 \ud588\uc9c0\ub9cc, \uadf8 \ud63c\ub780 \uae30\uac04\uc5d0 \ub098\ube44\ud0c0\uc2a4\ub294 \uace0\uc804\uc555 SiC \uace0\uac1d \ud655\ubcf4\uc5d0 \uacf5\uaca9\uc801\uc73c\ub85c \ub098\uc130\ub2e4. \uacbd\uc7c1\uc0ac\uc758 \ubd88\uc6b4\uc774 \ub098\ube44\ud0c0\uc2a4\uc5d0\ub294 \uae30\ud68c\uc600\ub358 \uc148\uc778\ub370, \uc774\uac8c \uc2e4\uc81c \ub514\uc790\uc778 \uc708(Design Win)\uc73c\ub85c \uc5bc\ub9c8\ub098 \uc5f0\uacb0\ub410\ub294\uc9c0\ub294 \uc544\uc9c1 \uc22b\uc790\ub85c \ud655\uc778\uc774 \uc548 \ub41c\ub2e4\ub294 \uac8c \uc880 \uac78\ub9b0\ub2e4..<\/p>\n<div style=\"border-left:3px solid #4C1D95;padding:12px 20px;background:#FAFAF8;margin:24px 0;border-radius:0 4px 4px 0;\">\n<p style=\"font-size:14.5px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Serif KR',serif;font-style:normal;\">&#8220;2030\ub144\uae4c\uc9c0 AI \ub370\uc774\ud130\uc13c\ud130 TAM\uc774 $1\uc870\uc5d0 \ub2ec\ud560 \uc218 \uc788\uace0, GaN\u00b7SiC \uae30\uc220\uc740 \uc11c\ubc84 \ub799\ub2f9 \uc804\ub825 \uc6a9\ub7c9\uc744 100\ubc30\uae4c\uc9c0 \ud0a4\uc6b8 \uc218 \uc788\ub2e4.&#8221; \u2014 Gene Sheridan, \u524d CEO (Q2 2025 IR)<\/p>\n<\/p><\/div>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.9;margin:0 0 18px 0;font-family:'Noto Sans KR',sans-serif;\">\uc774 \uc2dc\uc7a5 \uaddc\ubaa8 \uc22b\uc790\uac00 \uc8fc\uac00 \uc0c1\uc0c1\ub825\uc758 \uc6d0\ucc9c\uc774\ub2e4. \uadfc\ub370 TAM\uc774 $3.5B(2030\ub144 SAM \uae30\uc900)\uc774\ub4e0 $1\uc870\ub4e0, \ub098\ube44\ud0c0\uc2a4\uac00 \uac70\uae30\uc11c \uac00\uc838\uac00\ub294 \uc810\uc720\uc728\uc774 \uc5bc\ub9c8\ub0d0\uc758 \ubb38\uc81c\ub85c \uadc0\uacb0\ub41c\ub2e4. \uc9c0\uae08 \uc5f0\ub9e4\ucd9c $46M\uc9dc\ub9ac \ud68c\uc0ac\uac00 \uadf8 \ud070 \ucf00\uc774\ud06c\uc5d0\uc11c \uba87 \uc870\uac01\uc744 \uac00\uc838\uac08 \uc218 \uc788\ub294\uc9c0, \uadf8\uac8c \uc9c0\uae08 \uc8fc\uac00\uc5d0 \uc5bc\ub9c8\ub098 \uc774\ubbf8 \ubc18\uc601 \ub410\ub294\uc9c0\ub97c \ub4a4\uc5d0\uc11c \uacc4\uc0b0\ud574\ubcf4\uc790<\/p>\n<\/div>\n<p><!-- \uc139\uc158 03 --><\/p>\n<div id=\"s-risk\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:50%;background:#4C1D95;display:flex;align-items:center;justify-content:center;flex-shrink:0;\">\n      <span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">03<\/span>\n    <\/div>\n<p>    <span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\uc9c4\uc9dc \ubd88\ud3b8\ud55c \uc22b\uc790\ub4e4<\/span>\n  <\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">\ub9ac\uc2a4\ud06c\ub97c <span style=\"color:#4C1D95;\">\uc54c\uc544\ubcf4\uc790<\/span><\/h2>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.9;margin:0 0 24px 0;font-family:'Noto Sans KR',sans-serif;\">\uc5ec\ub7ec \ub9ac\uc2a4\ud06c \uc911 \ub0b4\uac00 \uac00\uc7a5 \uacbd\uacc4\ud558\ub294 \uac74 \uccab \ubc88\uc9f8\ub2e4. \ub098\uba38\uc9c0\ub294 \uad00\ub9ac \uac00\ub2a5\ud55c \ubc94\uc704\uc9c0\ub9cc, \uc774\uac74 \ud68c\uc0ac\uc758 \uc874\uc7ac \uc774\uc720\ub97c \ud754\ub4dc\ub294 \ubb38\uc81c\ub85c \ubcf4\uc774\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n<p>  <!-- \ub9ac\uc2a4\ud06c 1 --><\/p>\n<div style=\"background:#FEF2F2;border-radius:5px;padding:18px 20px;margin-bottom:14px;border:1px solid #FECACA;\">\n<div style=\"display:flex;align-items:center;gap:10px;margin-bottom:10px;\">\n      <span style=\"background:#B91C1C;color:#FFFFFF;font-family:'Space Mono',monospace;font-size:11px;font-weight:700;padding:3px 8px;border-radius:3px;\">\ub192\uc74c<\/span><br \/>\n      <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:14px;font-weight:600;color:#1A1917;\">\ud604\uae08 \uc18c\uc9c4 \uc18d\ub3c4 vs. \ub9e4\ucd9c \ubc18\ub4f1 \ud0c0\uc774\ubc0d<\/span>\n    <\/div>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">Q4 2025 \ub9d0 \ud604\uae08 $236.9M, \ubd80\ucc44 \uac70\uc758 \uc5c6\uc74c. \uc5b8\ub73b \ud2bc\ud2bc\ud574 \ubcf4\uc774\uc9c0\ub9cc \uacc4\uc0b0\ud574\ubcf4\uba74 \ubd88\uc548\ud574\uc9c4\ub2e4. 2025\ub144 GAAP \uc21c\uc190\uc2e4\uc774 $117M\uc774\uc5c8\uace0, Q1 2026 \uac00\uc774\ub358\uc2a4\ub3c4 $8.0~8.5M \ub9e4\ucd9c\uc5d0 \uc6b4\uc601\ube44 $15M\ub85c \ubcf4\uba74 \ub9e4 \ubd84\uae30 $12M\uc529 \uc801\uc790\uac00 \ub098\uace0 \uc788\ub2e4\ub294 \uc598\uae30\ub2e4. \uc774\ub7f0 \ud604\uae08 \uc720\ucd9c\uc774\uba74 $237M \ud604\uae08\uc73c\ub85c 5\ub144\uc9dc\ub9ac \ub7f0\uc6e8\uc774\ucc98\ub7fc \ubcf4\uc774\uc9c0\ub9cc, AI \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc774 \ub300\uaddc\ubaa8\ub85c \ucc0d\ud788\ub294 \uc2dc\uc810\uc774 2027\ub144\ubd80\ud130\ub77c\ub294 \uac78 \uac10\uc548\ud558\uba74 \uc2e4\uc81c \uc5ec\uc720\ub294 \uc0dd\uac01\ubcf4\ub2e4 \ucd09\ubc15\ud558\ub2e4. EBITDA \ud751\uc790 \ub3c4\ub2ec\uc774 \ub2a6\uc5b4\uc9c0\uba74 \ub610 \ub2e4\ub978 \uc720\uc0c1\uc99d\uc790\uac00 \uc62c \uc218 \uc788\ub2e4. 2025\ub144 \uac00\uc744\uc5d0 \uc774\ubbf8 $100M\uc744 \uc870\ub2ec\ud558\uba74\uc11c \uc8fc\uc2dd\uc744 \uc57d 1,480\ub9cc\uc8fc \ud76c\uc11d\ud55c \uc804\ub840\ub3c4 \uc788\ub2e4.<\/p>\n<\/p><\/div>\n<p>  <!-- \ub9ac\uc2a4\ud06c 2 --><\/p>\n<div style=\"background:#FEF2F2;border-radius:5px;padding:18px 20px;margin-bottom:14px;border:1px solid #FECACA;\">\n<div style=\"display:flex;align-items:center;gap:10px;margin-bottom:10px;\">\n      <span style=\"background:#B91C1C;color:#FFFFFF;font-family:'Space Mono',monospace;font-size:11px;font-weight:700;padding:3px 8px;border-radius:3px;\">\ub192\uc74c<\/span><br \/>\n      <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:14px;font-weight:600;color:#1A1917;\">\ub2e8\uae30 \uacf5\ub9e4\ub3c4 \uc555\ub825 \u2014 \uc720\ub3d9 \uc8fc\uc2dd\uc758 23%\uac00 \uacf5\ub9e4\ub3c4 \ud3ec\uc9c0\uc158<\/span>\n    <\/div>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">229M \ubc1c\ud589 \uc8fc\uc2dd \uc911 43.9M\uc8fc\uac00 \uacf5\ub9e4\ub3c4 \ud3ec\uc9c0\uc158\uc774\ub2e4. \uc774 \ube44\uc728(25.3%)\uc774 \ub192\ub2e4\ub294 \uac74 \ub450 \uac00\uc9c0\ub97c \uc758\ubbf8\ud55c\ub2e4. \uae30\ub300\uc5d0 \ubbf8\uce58\uc9c0 \ubabb\ud558\ub294 \uc2e4\uc801\uc774 \ub098\uc624\uba74 \uae09\ub77d \uc555\ub825\uc774 \ud06c\ub2e4. \ubc18\ub300\ub85c \uae5c\uc9dd \ud638\uc2e4\uc801\uc774 \ub098\uc624\uba74 \uc20f\uc2a4\ud034\uc988\ub85c \uae09\ub4f1\ud560 \uc218 \uc788\ub2e4. \ubca0\ud0c0 3.13\uc774\ub77c\ub294 \uc22b\uc790\uac00 \uc774 \ubcc0\ub3d9\uc131\uc744 \uc798 \uc124\uba85\ud55c\ub2e4. \uc8fc\uac00\uac00 S&#038;P500\ubcf4\ub2e4 3\ubc30 \ub118\uac8c \ud754\ub4e4\ub9b0\ub2e4\ub294 \ub73b\uc774\ub2e4.<\/p>\n<\/p><\/div>\n<p>  <!-- \ub9ac\uc2a4\ud06c 3 --><\/p>\n<div style=\"background:#FFFBEB;border-radius:5px;padding:18px 20px;margin-bottom:14px;border:1px solid #FDE68A;\">\n<div style=\"display:flex;align-items:center;gap:10px;margin-bottom:10px;\">\n      <span style=\"background:#92400E;color:#FFFFFF;font-family:'Space Mono',monospace;font-size:11px;font-weight:700;padding:3px 8px;border-radius:3px;\">\uc911\uac04<\/span><br \/>\n      <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:14px;font-weight:600;color:#1A1917;\">AI \ub370\uc774\ud130\uc13c\ud130 \uc218\uc775\ud654 \ud0c0\uc774\ubc0d \u2014 \uc544\uc9c1 2027\ub144\uc774 \uae30\uc900<\/span>\n    <\/div>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">\uacbd\uc601\uc9c4\uc740 &#8220;2026\uc740 \ud2b8\ub79c\uc9c0\uc158 \uc5f0\ub3c4&#8221;\ub77c\uace0 \uc194\uc9c1\ud558\uac8c \ub9d0\ud588\ub2e4. AI \ub370\uc774\ud130\uc13c\ud130\uc758 \uc758\ubbf8 \uc788\ub294 \ub9e4\ucd9c\uc740 2027\ub144\ubd80\ud130\ub77c\ub294 \ub73b\uc774\ub2e4. \uc9c0\uae08 \uc8fc\uac00\ub294 2027\ub144 \uc774\ud6c4\ub97c \uc120\ubc18\uc601\ud558\uace0 \uc788\ub294 \uc148\uc778\ub370, \uadf8 \uc0ac\uc774 \uac70\uc2dc \ud658\uacbd\uc774 \ud754\ub4e4\ub9ac\uac70\ub098 AI \uc124\ube44 \ud22c\uc790 \uc0ac\uc774\ud074\uc774 \uaebe\uc774\uba74 \ud0c0\uaca9\uc774 \ud06c\ub2e4.<\/p>\n<\/p><\/div>\n<p>  <!-- \ub9ac\uc2a4\ud06c 4 --><\/p>\n<div style=\"background:#FFFBEB;border-radius:5px;padding:18px 20px;margin-bottom:14px;border:1px solid #FDE68A;\">\n<div style=\"display:flex;align-items:center;gap:10px;margin-bottom:10px;\">\n      <span style=\"background:#92400E;color:#FFFFFF;font-family:'Space Mono',monospace;font-size:11px;font-weight:700;padding:3px 8px;border-radius:3px;\">\uc911\uac04<\/span><br \/>\n      <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:14px;font-weight:600;color:#1A1917;\">\ub9ac\ub354\uc2ed \uad50\uccb4\uc758 \ubd88\ud655\uc2e4\uc131<\/span>\n    <\/div>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">2025\ub144 9\uc6d4 Chris Allexandre\uac00 \uc0c8 CEO\ub85c \ucde8\uc784\ud588\uace0, 2026\ub144 3\uc6d4\uc5d0\ub294 Tonya Stevens\uac00 CFO\ub85c \ud569\ub958\ud588\ub2e4. Lattice Semiconductor \ucd9c\uc2e0\uc758 Stevens\ub294 \ubd84\uba85 \uac15\uc810\uc774 \uc788\uc9c0\ub9cc, \uc804\ud658\uae30\uc5d0 \ud575\uc2ec \ub9ac\ub354\uc2ed\uc774 \ub3d9\uc2dc\uc5d0 \uad50\uccb4\ub410\ub2e4\ub294 \uac74 \uc2e4\ud589 \ub9ac\uc2a4\ud06c\ub97c \ub192\uc77c\uc218\ub3c4 \uc788\uae30\uc5d0 \uc88b\uc740 \uac83\ub9cc\uc740 \uc544\ub2d0\uc218\ub3c4 \uc788\ub2e4. \uacf5\ub3d9\ucc3d\uc5c5\uc790 Gene Sheridan\uc774 \uc65c \ubb3c\ub7ec\ub0ac\ub294\uc9c0\uc5d0 \ub300\ud55c \uacf5\uc2dd \uc124\uba85\ub3c4 \ucda9\ubd84\ud558\uc9c0 \uc54a\ub2e4.<\/p>\n<\/p><\/div>\n<p>  <!-- \ub9ac\uc2a4\ud06c 5 --><\/p>\n<div style=\"background:#F0FDF4;border-radius:5px;padding:18px 20px;margin-bottom:14px;border:1px solid #BBF7D0;\">\n<div style=\"display:flex;align-items:center;gap:10px;margin-bottom:10px;\">\n      <span style=\"background:#166534;color:#FFFFFF;font-family:'Space Mono',monospace;font-size:11px;font-weight:700;padding:3px 8px;border-radius:3px;\">\ub0ae\uc74c<\/span><br \/>\n      <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:14px;font-weight:600;color:#1A1917;\">\uc911\uad6d \ub9e4\ucd9c \uc758\uc874\ub3c4 \uac10\uc18c \uc911 \u2014 \uc9c0\uc815\ud559 \ub9ac\uc2a4\ud06c\ub294 \uc904\uace0 \uc788\ub2e4<\/span>\n    <\/div>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">\uacfc\uac70 \ubaa8\ubc14\uc77c \uc0ac\uc5c5\uc5d0\uc11c \uc911\uad6d \uc758\uc874\ub3c4\uac00 \ub192\uc558\uc9c0\ub9cc, Navitas 2.0 \ud53c\ubc97 \uc774\ud6c4 \uc911\uad6d \ub178\ucd9c\uc744 \uc758\ub3c4\uc801\uc73c\ub85c \ub0ae\ucd94\ub294 \uc911. GlobalFoundries \ud30c\ud2b8\ub108\uc2ed\uc73c\ub85c \ubbf8\uad6d \ub0b4 \uc81c\uc870 \uae30\ubc18\ub3c4 \uac15\ud654\ub418\uace0 \uc788\ub2e4. \uad00\uc138\u00b7\uc218\ucd9c \uaddc\uc81c \ub9ac\uc2a4\ud06c\uac00 \uc0c1\ub300\uc801\uc73c\ub85c \uc904\uc5b4\ub4dc\ub294 \ubc29\ud5a5\uc774\ub2e4.<\/p>\n<\/p><\/div>\n<\/div>\n<p><!-- \uc139\uc158 04 --><\/p>\n<div id=\"s-valuation\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:50%;background:#4C1D95;display:flex;align-items:center;justify-content:center;flex-shrink:0;\">\n      <span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">04<\/span>\n    <\/div>\n<p>    <span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\ubc38\ub958\uc5d0\uc774\uc158<\/span>\n  <\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">$8 vs $13, <span style=\"color:#4C1D95;\">\ubb50\uac00 \ub9de\uc744\uae4c<\/span><\/h2>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.9;margin:0 0 20px 0;font-family:'Noto Sans KR',sans-serif;\">\uba3c\uc800 \uc9c1\uc811 \uacc4\uc0b0\ubd80\ud130 \ud574\ubcf4\uc790. \ubaa9\ud45c\uc8fc\uac00 $13(Needham)\uc774 \uc2e4\ud604\ub418\ub824\uba74 \uc5b4\ub5a4 \uc22b\uc790\uac00 \ud544\uc694\ud55c\uac00?<\/p>\n<div style=\"background:#F8FAFC;border:1px solid #E0DED5;border-radius:5px;padding:20px 24px;margin-bottom:24px;\">\n<p style=\"font-family:'Space Mono',monospace;font-size:13px;color:#4C1D95;font-weight:700;margin:0 0 12px 0;\">$13 \ub2ec\uc131\uc744 \uc704\ud574 \ud544\uc694\ud55c \ub9e4\ucd9c\uc740?<\/p>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.9;margin:0 0 10px 0;font-family:'Noto Sans KR',sans-serif;\">\ud604\uc7ac \uc2dc\ucd1d \uc57d $2.0B, \ud604\uc7ac TTM \ub9e4\ucd9c $45.9M \u2192 P\/S \u2248 43x. \uc774 \ubc30\uc218\uac00 \uc720\uc9c0\ub41c\ub2e4\ub294 \uac00\uc815 \ud558\uc5d0 $13 \uc8fc\uac00(\uc2dc\ucd1d \u2248 $2.98B)\ub97c \uc815\ub2f9\ud654\ud558\ub824\uba74 TTM \ub9e4\ucd9c\uc774 \uc57d $85M\uc774 \ub418\uc5b4\uc57c \ud55c\ub2e4. \uc989 \uc9c0\uae08\uc758 \uc57d 1.5\ubc30.<\/p>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.9;margin:0 0 10px 0;font-family:'Noto Sans KR',sans-serif;\">AI \ub370\uc774\ud130\uc13c\ud130\ud5a5 \ub9e4\ucd9c\uc774 2026~2027\ub144\uc5d0 \ubcf8\uaca9\ud654\ub41c\ub2e4\uace0 \uac00\uc815\ud558\uba74, $85M\uc740 \ubd88\uac00\ub2a5\ud55c \uc22b\uc790\uac00 \uc544\ub2c8\ub2e4. 2024\ub144\uc5d0 \uc774\ubbf8 $83M\uc744 \ucc0d\uc5c8\uc73c\ub2c8. \ubb38\uc81c\ub294 \uadf8 \ub54c \ub9e4\ucd9c \uad6c\uc131\uc774 \uc800\ub9c8\uc9c4 \ubaa8\ubc14\uc77c \uc911\uc2ec\uc774\uc5c8\uace0, \uc9c0\uae08\uc740 \uace0\ub9c8\uc9c4 \uc804\ud658 \uc911\uc774\ub77c\ub294 \uc810. \ub9e4\ucd9c\uc774 \uac19\uc544\ub3c4 \uc774\uc775\ub960\uc774 \ub2e4\ub974\ub2e4.<\/p>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.9;margin:0;font-family:'Noto Sans KR',sans-serif;\">\ubc18\uba74 \uc8fc\uac00 \ubc30\uc218\uac00 35x\uc5d0\uc11c 15x\ub85c \uc815\uc0c1\ud654(\uc131\uc219 \uc131\uc7a5\uc8fc \uc218\uc900)\ub41c\ub2e4\uba74, \uac19\uc740 $85M \ub9e4\ucd9c\uc5d0\ub3c4 \uc801\uc815 \uc2dc\ucd1d\uc740 $1.27B \u2192 \uc8fc\uac00 $5.5 \uadfc\ubc29\uc774 \ub41c\ub2e4. \uc774\uac8c Bear \ucf00\uc774\uc2a4\uc758 \ud575\uc2ec \ub17c\ub9ac\ub2e4.<\/p>\n<\/p><\/div>\n<p>  <!-- \uc2dc\ub098\ub9ac\uc624 \uce74\ub4dc 3\uac1c --><\/p>\n<div style=\"overflow:hidden;margin-bottom:28px;\">\n<div class=\"si-val\" style=\"float:left;width:calc(33.33% - 8px);margin-right:12px;box-sizing:border-box;background:#FEF2F2;border:1px solid #FECACA;border-radius:5px;padding:18px 16px;\">\n<p style=\"font-family:'Space Mono',monospace;font-size:11px;font-weight:700;color:#B91C1C;margin:0 0 8px 0;letter-spacing:0.1em;\">BEAR<\/p>\n<p style=\"font-family:'DM Serif Display',serif;font-size:22px;color:#1A1917;margin:0 0 12px 0;font-weight:400;\">$4.20<\/p>\n<p style=\"font-size:13px;color:#3C3A35;line-height:1.7;margin:0;font-family:'Noto Sans KR',sans-serif;\">AI \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c \uc9c0\uc5f0, \uc720\uc0c1\uc99d\uc790 \uc7ac\ubc1c, \ubc38\ub958\uc5d0\uc774\uc158 \uba40\ud2f0\ud50c \uc555\ucd95. \ud604\uae08 \uc18c\uc9c4 \uac00\uc18d\ud654 \uc2dc\ub098\ub9ac\uc624.<\/p>\n<\/p><\/div>\n<div class=\"si-val\" style=\"float:left;width:calc(33.33% - 8px);margin-right:12px;box-sizing:border-box;background:#FEFCE8;border:1px solid #FDE68A;border-radius:5px;padding:18px 16px;\">\n<p style=\"font-family:'Space Mono',monospace;font-size:11px;font-weight:700;color:#92400E;margin:0 0 8px 0;letter-spacing:0.1em;\">BASE<\/p>\n<p style=\"font-family:'DM Serif Display',serif;font-size:22px;color:#1A1917;margin:0 0 12px 0;font-weight:400;\">$8.00<\/p>\n<p style=\"font-size:13px;color:#3C3A35;line-height:1.7;margin:0;font-family:'Noto Sans KR',sans-serif;\">2026\ub144 \uc810\uc9c4\uc801 \ub9e4\ucd9c \ud68c\ubcf5, 2027\ub144 AI \ub370\uc774\ud130\uc13c\ud130 \ubcf8\uaca9\ud654. \ud604\uc7ac \ucee8\uc13c\uc11c\uc2a4 \uc218\uc900. P\/S 20~25x \uc218\ub834.<\/p>\n<\/p><\/div>\n<div class=\"si-val\" style=\"float:left;width:calc(33.33% - 8px);box-sizing:border-box;background:#F0FDF4;border:1px solid #BBF7D0;border-radius:5px;padding:18px 16px;\">\n<p style=\"font-family:'Space Mono',monospace;font-size:11px;font-weight:700;color:#166534;margin:0 0 8px 0;letter-spacing:0.1em;\">BULL<\/p>\n<p style=\"font-family:'DM Serif Display',serif;font-size:22px;color:#1A1917;margin:0 0 12px 0;font-weight:400;\">$13.00<\/p>\n<p style=\"font-size:13px;color:#3C3A35;line-height:1.7;margin:0;font-family:'Noto Sans KR',sans-serif;\">NVIDIA \uc0dd\ud0dc\uacc4 \ud655\ub300, \uae00\ub85c\ubc8c AI \uc778\ud504\ub77c \ud22c\uc790 \uac00\uc18d, M&#038;A \ud504\ub9ac\ubbf8\uc5c4. 2026 \ud558\ubc18\uae30 EBITDA \ud751\uc790 \uc804\ud658.<\/p>\n<\/p><\/div>\n<div style=\"clear:both;\"><\/div>\n<\/p><\/div>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.9;margin:0 0 20px 0;font-family:'Noto Sans KR',sans-serif;\">\uacbd\uc7c1\uc0ac \ube44\uad50\ub97c \ubcf4\uba74 \ud604\uc7ac NVTS\uc758 P\/S 35\ubc30\uac00 \uc5bc\ub9c8\ub098 \uacf5\uaca9\uc801\uc778\uc9c0 \uc54c \uc218 \uc788\ub2e4.<\/p>\n<p>  <!-- \ub3d9\uc885 \ube44\uad50 \ud14c\uc774\ube14 --><\/p>\n<div class=\"si-table\" style=\"width:100%;margin:0 0 20px 0;border:1px solid #E0DED5;border-radius:4px;overflow:hidden;\">\n<div class=\"si-dhead\" style=\"display:flex;background:#F0EFE9;border-bottom:2px solid #1A1917;\">\n<div style=\"flex:2;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13.5px;font-weight:700;color:#1A1917;\">\uae30\uc5c5<\/div>\n<div style=\"flex:1.5;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13.5px;font-weight:700;color:#1A1917;text-align:center;\">\uc2dc\ucd1d<\/div>\n<div style=\"flex:1.5;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13.5px;font-weight:700;color:#1A1917;text-align:center;\">P\/S(TTM)<\/div>\n<div style=\"flex:2;padding:10px 12px;font-family:'Space Mono',monospace;font-size:13.5px;font-weight:700;color:#1A1917;text-align:center;\">\ud2b9\uc9d5<\/div>\n<\/p><\/div>\n<div class=\"si-drow\" style=\"display:flex;border-bottom:1px solid #E0DED5;background:#FAFAF8;\">\n<div style=\"flex:2;padding:10px 12px;font-size:14px;color:#4C1D95;font-weight:600;font-family:'Noto Sans KR',sans-serif;\">Navitas (NVTS)<\/div>\n<div style=\"flex:1.5;padding:10px 12px;font-size:14px;color:#1A1917;font-family:'Space Mono',monospace;text-align:center;\">~$2.0B<\/div>\n<div style=\"flex:1.5;padding:10px 12px;font-size:14px;color:#B91C1C;font-weight:700;font-family:'Space Mono',monospace;text-align:center;\">~35x<\/div>\n<div style=\"flex:2;padding:10px 12px;font-size:13.5px;color:#3C3A35;font-family:'Noto Sans KR',sans-serif;text-align:center;\">GaN+SiC \ud4e8\uc5b4\ud50c\ub808\uc774<\/div>\n<\/p><\/div>\n<div class=\"si-drow\" style=\"display:flex;border-bottom:1px solid #E0DED5;background:#FFFFFF;\">\n<div style=\"flex:2;padding:10px 12px;font-size:14px;color:#1A1917;font-family:'Noto Sans KR',sans-serif;\">ON Semiconductor (ON)<\/div>\n<div style=\"flex:1.5;padding:10px 12px;font-size:14px;color:#1A1917;font-family:'Space Mono',monospace;text-align:center;\">~$14B<\/div>\n<div style=\"flex:1.5;padding:10px 12px;font-size:14px;color:#1A1917;font-family:'Space Mono',monospace;text-align:center;\">~2.0x<\/div>\n<div style=\"flex:2;padding:10px 12px;font-size:13.5px;color:#3C3A35;font-family:'Noto Sans KR',sans-serif;text-align:center;\">\ub300\ud615 SiC+\uc885\ud569 \ubc18\ub3c4\uccb4<\/div>\n<\/p><\/div>\n<div class=\"si-drow\" style=\"display:flex;border-bottom:1px solid #E0DED5;background:#FAFAF8;\">\n<div style=\"flex:2;padding:10px 12px;font-size:14px;color:#1A1917;font-family:'Noto Sans KR',sans-serif;\">Wolfspeed (WOLF)<\/div>\n<div style=\"flex:1.5;padding:10px 12px;font-size:14px;color:#1A1917;font-family:'Space Mono',monospace;text-align:center;\">~$1.6B<\/div>\n<div style=\"flex:1.5;padding:10px 12px;font-size:14px;color:#1A1917;font-family:'Space Mono',monospace;text-align:center;\">~3.0x<\/div>\n<div style=\"flex:2;padding:10px 12px;font-size:13.5px;color:#3C3A35;font-family:'Noto Sans KR',sans-serif;text-align:center;\">SiC \uc218\uc9c1\uacc4\uc5f4\ud654, \ud30c\uc0b0 \ud6c4 \uc7ac\uac74<\/div>\n<\/p><\/div>\n<div class=\"si-drow\" style=\"display:flex;background:#FFFFFF;\">\n<div style=\"flex:2;padding:10px 12px;font-size:14px;color:#1A1917;font-family:'Noto Sans KR',sans-serif;\">Infineon (IFX)<\/div>\n<div style=\"flex:1.5;padding:10px 12px;font-size:14px;color:#1A1917;font-family:'Space Mono',monospace;text-align:center;\">~$29B<\/div>\n<div style=\"flex:1.5;padding:10px 12px;font-size:14px;color:#1A1917;font-family:'Space Mono',monospace;text-align:center;\">~2.3x<\/div>\n<div style=\"flex:2;padding:10px 12px;font-size:13.5px;color:#3C3A35;font-family:'Noto Sans KR',sans-serif;text-align:center;\">\uae00\ub85c\ubc8c \uc804\ub825 \ubc18\ub3c4\uccb4 1\uc704<\/div>\n<\/p><\/div>\n<\/p><\/div>\n<p style=\"font-size:14.5px;color:#3C3A35;line-height:1.9;margin:0;font-family:'Noto Sans KR',sans-serif;\">NVTS\ub294 \ub3d9\uc885 \ub300\ud615\uc8fc \ub300\ube44 10~15\ubc30 \ub192\uc740 P\/S\ub97c \ubc1b\uace0 \uc788\ub2e4. \uc21c\uc804\ud788 &#8220;\uc2a4\ud1a0\ub9ac \ud504\ub9ac\ubbf8\uc5c4&#8221;\uacfc &#8220;\ud4e8\uc5b4\ud50c\ub808\uc774 \ud76c\uc18c\uc131&#8221;\uc774\ub2e4. \uc774 \ud504\ub9ac\ubbf8\uc5c4\uc774 \uc720\uc9c0\ub418\ub824\uba74 AI \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc774 \uc608\uc815\ub300\ub85c \uc640\uc918\uc57c \ud55c\ub2e4. \ud55c \ubd84\uae30\ub77c\ub3c4 \uae30\ub300\uc5d0 \ubabb \ubbf8\uce58\uba74 \uba40\ud2f0\ud50c \uc555\ucd95\uc774 \uba3c\uc800 \uc628\ub2e4.<\/p>\n<\/div>\n<p><!-- \uc139\uc158 05 --><\/p>\n<div id=\"s-expert\" style=\"margin-bottom:56px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:50%;background:#4C1D95;display:flex;align-items:center;justify-content:center;flex-shrink:0;\">\n      <span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">05<\/span>\n    <\/div>\n<p>    <span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\uc804\ubb38\uac00 \ucd5c\uadfc \ubc1c\uc5b8<\/span>\n  <\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">\uc2dc\uc7a5\uc774 <span style=\"color:#4C1D95;\">\uc5b4\ub5bb\uac8c \ubcf4\ub294\uc9c0<\/span><\/h2>\n<div style=\"border-left:3px solid #166534;padding:16px 20px;background:#FAFAF8;margin-bottom:16px;border-radius:0 4px 4px 0;\">\n<p style=\"font-family:'Space Mono',monospace;font-size:11px;color:#166534;font-weight:700;margin:0 0 6px 0;\">BUY \/ $13 \u2192 Needham, N. Quinn Bolton<\/p>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">GaN\u00b7SiC \ud53c\ubc97\uacfc AI \ub370\uc774\ud130\uc13c\ud130 \uc131\uc7a5\uc774 \ub9e4\uc218 \uadfc\uac70\ub97c \ub4b7\ubc1b\uce68\ud55c\ub2e4\ub294 \uc785\uc7a5. $13 \ubaa9\ud45c\uc8fc\uac00\ub294 \uc6d4\uac00 \ucd5c\uace0 \uc218\uc900\uc73c\ub85c, Navitas\uac00 NVIDIA 800V AI \ud329\ud1a0\ub9ac \uc0dd\ud0dc\uacc4 \ub0b4 \ud575\uc2ec \ud30c\ud2b8\ub108\ub85c \uc790\ub9ac \uc7a1\ub294 \uc2dc\ub098\ub9ac\uc624\ub97c \ubc18\uc601\ud55c\ub2e4.<\/p>\n<\/p><\/div>\n<div style=\"border-left:3px solid #6B7280;padding:16px 20px;background:#FAFAF8;margin-bottom:16px;border-radius:0 4px 4px 0;\">\n<p style=\"font-family:'Space Mono',monospace;font-size:11px;color:#6B7280;font-weight:700;margin:0 0 6px 0;\">HOLD \u2192 Robert W. Baird, Tristan Gerra<\/p>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">\uc804\ub7b5\uc801 \ubc29\ud5a5\uc740 \uae0d\uc815\uc801\uc774\uc9c0\ub9cc \uc2e4\ud589 \ub9ac\uc2a4\ud06c\uac00 \ub0a8\uc544\uc788\ub2e4\ub294 \ud3c9\uac00. \ub9e4\uc218 \ub4f1\uae09\uc744 \uc720\uc9c0\ud558\uba74\uc11c\ub3c4 \ub2e8\uae30 \ubd88\ud655\uc2e4\uc131\uc744 \uc774\uc720\ub85c \uacf5\uaca9\uc801\uc778 \uc9c4\uc785\uc744 \uad8c\uace0\ud558\uc9c0 \uc54a\ub294 \uc911\ub3c4\uc801 \ud3ec\uc9c0\uc158.<\/p>\n<\/p><\/div>\n<div style=\"border-left:3px solid #6B7280;padding:16px 20px;background:#FAFAF8;margin-bottom:16px;border-radius:0 4px 4px 0;\">\n<p style=\"font-family:'Space Mono',monospace;font-size:11px;color:#6B7280;font-weight:700;margin:0 0 6px 0;\">DOWNGRADE \u2192 CJS Securities (Market Perform\uc73c\ub85c \ud558\ud5a5)<\/p>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">\ucd5c\uadfc CJS Securities\uac00 Outperform\uc5d0\uc11c Market Perform\uc73c\ub85c \ub4f1\uae09 \ud558\ud5a5. \uc8fc\uac00 \uae09\ub4f1 \uc774\ud6c4 \ubc38\ub958\uc5d0\uc774\uc158 \ubd80\ub2f4\uc774 \ucee4\uc84c\ub2e4\ub294 \ud310\ub2e8. \ub2e8\uae30 \ucc28\uc775 \uc2e4\ud604 \uad00\uc810\uc758 \uc2dc\uadf8\ub110\ub85c \uc77d\ud78c\ub2e4.<\/p>\n<\/p><\/div>\n<div style=\"border-left:3px solid #166534;padding:16px 20px;background:#FAFAF8;margin-bottom:16px;border-radius:0 4px 4px 0;\">\n<p style=\"font-family:'Space Mono',monospace;font-size:11px;color:#166534;font-weight:700;margin:0 0 6px 0;\">\uacbd\uc601\uc9c4 \u2014 Chris Allexandre CEO (Q4 2025 \uc2e4\uc801\ubc1c\ud45c, 2026\ub144 2\uc6d4)<\/p>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">\ud558\uc774\ud30c\uc6cc \uc2dc\uc7a5\uc774 \ucc98\uc74c\uc73c\ub85c \ubd84\uae30 \ub9e4\ucd9c\uc758 \uacfc\ubc18\uc744 \ucc28\uc9c0\ud588\ub2e4\uace0 \uac15\uc870. 2026\ub144 1\ubd84\uae30\ubd80\ud130 \uc804 \ubd84\uae30 \ub300\ube44 \ub9e4\ucd9c \uc131\uc7a5\uc774 \uc7ac\uac1c\ub420 \uac83\uc774\ub77c\uace0 \uc804\ub9dd\ud558\uba70, GlobalFoundries\uc640\uc758 \ubbf8\uad6d \ub0b4 \uc81c\uc870 \ud30c\ud2b8\ub108\uc2ed\uc744 \ud575\uc2ec \uc131\uacfc\ub85c \uaf3d\uc558\ub2e4.<\/p>\n<\/p><\/div>\n<div style=\"border-left:3px solid #92400E;padding:16px 20px;background:#FAFAF8;margin-bottom:16px;border-radius:0 4px 4px 0;\">\n<p style=\"font-family:'Space Mono',monospace;font-size:11px;color:#92400E;font-weight:700;margin:0 0 6px 0;\">\uc5b8\ub860 \/ Motley Fool (2026\ub144 2\uc6d4)<\/p>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">\uacbd\uc7c1\uc0ac Wolfspeed\uc640 \ube44\uad50\ud558\uba74 NVTS\ub294 \ubd80\ucc44\uac00 \uc5c6\uace0 \ubc38\ub7f0\uc2a4\uc2dc\ud2b8\uac00 \uae68\ub057\ud558\uc9c0\ub9cc, Wolfspeed\uc758 \ube60\ub978 \ub9e4\ucd9c \ud68c\ubcf5\uc138\uc640 \uc218\uc9c1\uacc4\uc5f4\ud654\ub41c \uc81c\uc870 \uc5ed\ub7c9\uc774 \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \ub354 \ub9e4\ub825\uc801\uc77c \uc218 \uc788\ub2e4\ub294 \ubd84\uc11d. &#8220;NVTS\ub294 \uc2a4\ud1a0\ub9ac\ub294 \uac15\ud558\uc9c0\ub9cc \uc8fc\uac00\uac00 \ub108\ubb34 \ub2ec\uad88\uc84c\ub2e4&#8221;\ub294 \uc2dc\uac01.<\/p>\n<\/p><\/div>\n<\/div>\n<p><!-- \uc139\uc158 06 --><\/p>\n<div id=\"s-conclusion\" style=\"margin-bottom:40px;\">\n<div style=\"display:flex;align-items:center;gap:14px;margin-bottom:16px;\">\n<div style=\"width:48px;height:48px;border-radius:50%;background:#4C1D95;display:flex;align-items:center;justify-content:center;flex-shrink:0;\">\n      <span style=\"font-family:'Space Mono',monospace;font-size:18px;font-weight:700;color:#FFFFFF;line-height:1;\">06<\/span>\n    <\/div>\n<p>    <span style=\"font-family:'DM Serif Display',serif;font-size:22px;font-weight:400;letter-spacing:0.02em;color:#3C3A35;\">\uae00\uc744 \ub9c8\uce58\uba70..<\/span>\n  <\/div>\n<h2 style=\"font-family:'DM Serif Display',serif;font-size:30px;font-weight:400;line-height:1.2;color:#1A1917;margin:0 0 22px 0;letter-spacing:-0.01em;\">\uc9c0\uae08 \uc0ac\ub3c4 \ub420\uae4c, <span style=\"color:#4C1D95;\">\uc544\ub2c8\uba74 \uae30\ub2e4\ub824\uc57c \ud560\uae4c..<\/span><\/h2>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.9;margin:0 0 18px 0;font-family:'Noto Sans KR',sans-serif;\">\ub098\ube44\ud0c0\uc2a4\ub97c \ud55c \uc904\ub85c \uc815\uc758\ud558\uba74 \uc774\ub807\ub2e4. <strong style=\"color:#1A1917;\">&#8220;\uae30\uc220\ub825\uc740 1\ub4f1, \ub9e4\ucd9c \uc2e4\ud604\uc740 \uc544\uc9c1 2027\ub144 \uac8c\uc784.&#8221;<\/strong> \uc9c0\uae08 \uc8fc\uac00\ub294 2027\ub144 \uc774\ud6c4 \uc2dc\ub098\ub9ac\uc624\ub97c 35x P\/S\ub85c \uc120\ubc18\uc601\ud55c \uc0c1\ud0dc\ub2e4. \uc774 \ubc30\uc218\uac00 \uc720\uc9c0\ub418\ub824\uba74 \ubd84\uae30\ub9c8\ub2e4 \uc2e4\ud589\uc774 \ub4b7\ubc1b\uce68\ub3fc\uc57c \ud55c\ub2e4.<\/p>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.9;margin:0 0 18px 0;font-family:'Noto Sans KR',sans-serif;\">\uac00\uc7a5 \ud575\uc2ec\uc801\uc778 \uccb4\ud06c\ud3ec\uc778\ud2b8\ub97c \uc9da\uc5b4\ubcf4\uc790. 2026\ub144 \uc911\ubc18\uc5d0 EBITDA \ud751\uc790 \uc804\ud658\uc774 \uac00\ub2a5\ud55c\uc9c0 \uc5ec\ubd80\uc778\ub370, \uc774\uac8c \ub2ec\uc131\ub418\uba74 \ud68c\uc0ac\uac00 &#8220;\ud22c\uae30\uc801 \uc131\uc7a5\uc8fc&#8221;\uc5d0\uc11c &#8220;\ud380\ub354\uba58\ud138 \uc131\uc7a5\uc8fc&#8221;\ub85c \uc7ac\ubd84\ub958\ub420 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \uadf8 \uc21c\uac04\uc774 \uc9c4\uc9dc \uc9c4\uc785 \ud0c0\uc774\ubc0d\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n<div style=\"background:#F5F3FF;border:1px solid #DDD6FE;border-radius:5px;padding:22px 24px;margin:24px 0;\">\n    <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;color:#4C1D95;display:block;padding-bottom:11px;margin-bottom:16px;border-bottom:2px solid #4C1D95;\">\uacb0\ub860<\/span><\/p>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0 0 14px 0;font-family:'Noto Sans KR',sans-serif;font-weight:600;\">\u2460 \uc774\ubbf8 ON Semiconductor\u00b7Infineon \ub4f1 \uc804\ub825 \ubc18\ub3c4\uccb4\ub97c \ubcf4\uc720 \uc911\uc778 \ud22c\uc790\uc790\ub77c\uba74<\/p>\n<p style=\"font-size:14px;color:#3C3A35;line-height:1.8;margin:0 0 20px 0;font-family:'Noto Sans KR',sans-serif;\">NVTS\ub97c \ucd94\uac00\ud558\ub294 \uac74 \uac19\uc740 \uc0ac\uc774\ud074\uc5d0 \uc911\ubcf5 \ubca0\ud305\uc774 \ub41c\ub2e4. \ub300\ud615\uc8fc\ub4e4\uc774 \uc774\ubbf8 GaN\u00b7SiC \uc5c5\uc0ac\uc774\ub4dc\ub97c \uc0c1\ub2f9 \ubd80\ubd84 \ubc18\uc601\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4. \uc9c0\uae08 NVTS\ub97c \ub354\ud55c\ub2e4\uba74 \ub9ac\uc2a4\ud06c\ub9cc \ub192\uc774\ub294 \uc148\uc774\ub2e4. \ubcf4\ub958\ub97c \uad8c\ud55c\ub2e4.<\/p>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0 0 14px 0;font-family:'Noto Sans KR',sans-serif;font-weight:600;\">\u2461 AI \uc804\ub825 \uc778\ud504\ub77c \ud14c\ub9c8\ub97c \ucc98\uc74c \uc811\ud558\ub294 \ud22c\uc790\uc790\ub77c\uba74<\/p>\n<p style=\"font-size:14px;color:#3C3A35;line-height:1.8;margin:0 0 20px 0;font-family:'Noto Sans KR',sans-serif;\">NVTS\ubcf4\ub2e4 \uba3c\uc800 ON Semiconductor\ub098 Infineon \uac19\uc740 \ub300\ud615\uc8fc\ub85c \uc139\ud130\uc5d0 \uc785\ubb38\ud558\ub294 \uac8c \ub0ab\ub2e4. NVTS\ub294 \uadf8 \ub2e4\uc74c \ub2e8\uacc4\uc758 \uace0\ubca0\ud0c0 \ud50c\ub808\uc774\ub2e4. \uc21c\uc11c\uac00 \uc788\ub2e4.<\/p>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0 0 14px 0;font-family:'Noto Sans KR',sans-serif;font-weight:600;\">\u2462 \ub2e8\uae30 \ud2b8\ub808\uc774\ub529 \uad00\uc810\uc774\ub77c\uba74<\/p>\n<p style=\"font-size:14px;color:#3C3A35;line-height:1.8;margin:0 0 20px 0;font-family:'Noto Sans KR',sans-serif;\">\ubca0\ud0c0 3.13\uc5d0 \uacf5\ub9e4\ub3c4 \ube44\uc728 23%\uc9dc\ub9ac \uc8fc\uc2dd\uc774\ub2e4. Q1 2026 \uc2e4\uc801\uc774 \uac00\uc774\ub358\uc2a4($8.0~8.5M)\ub97c \uc6c3\ub3cc\uba74 \uc20f\uc2a4\ud034\uc988\uac00 \uc62c \uc218 \uc788\ub2e4. \ud558\uc9c0\ub9cc \ubabb \ubbf8\uce58\uba74 20%+ \uae09\ub77d\ub3c4 \ud604\uc2e4\uc774\ub2e4. \uc2e4\uc801\ubc1c\ud45c(2026\ub144 5\uc6d4 \uc608\uc0c1) \uc804\ud6c4 \ub2e8\uae30 \ud3ec\uc9c0\uc158\uc5d0\ub294 \ub9e4\ub825\uc801\uc778 \ubcc0\ub3d9\uc131\uc774\uc9c0\ub9cc, \uc190\uc808 \uae30\uc900\uc744 \uba85\ud655\ud788 \uc124\uc815\ud574\uc57c \ud55c\ub2e4.<\/p>\n<p style=\"font-size:14px;color:#1A1917;line-height:1.8;margin:0 0 14px 0;font-family:'Noto Sans KR',sans-serif;font-weight:600;\">\u2463 \uc7a5\uae30 \ubcf4\uc720 \uad00\uc810\uc774\ub77c\uba74<\/p>\n<p style=\"font-size:14px;color:#3C3A35;line-height:1.8;margin:0;font-family:'Noto Sans KR',sans-serif;\">\uc9c0\uae08 \ub2f9\uc7a5 \uc804\uc561 \uc9c4\uc785\ubcf4\ub2e4 2026\ub144 EBITDA \ud751\uc790 \uc804\ud658 \uc5ec\ubd80\ub97c \ud655\uc778\ud558\uace0 \ub4e4\uc5b4\uac00\ub294 \uac8c \ub9de\ub2e4. \uadf8 \uc774\ubca4\ud2b8\uac00 \uc5c6\uc73c\uba74 P\/S 35x\ub294 \uacf5\uc911\uc5d0 \ub72c \uc22b\uc790\ub2e4. \ubd84\ud560\ub9e4\uc218\ub97c \ud55c\ub2e4\uba74 Q1 \uc2e4\uc801 \ud655\uc778 \ud6c4 \uccab \ubc88\uc9f8 \ud3ec\uc9c0\uc158, Q2 \uc2e4\uc801 \ud6c4 \ucd94\uac00 \uc5ec\ubd80 \uacb0\uc815\ud558\ub294 2\ub2e8\uacc4 \uc811\uadfc\uc744 \ucd94\ucc9c\ud55c\ub2e4.<\/p>\n<\/p><\/div>\n<p style=\"font-size:15px;color:#1A1917;line-height:1.9;margin:0;font-family:'Noto Sans KR',sans-serif;\">\ub098\ube44\ud0c0\uc2a4\uac00 2027\ub144\uc5d0 AI \ub370\uc774\ud130\uc13c\ud130 \ub300\ud615 \uacc4\uc57d\uc744 \ucc0d\ub294 \uadf8\ub9bc\uc740 \ucda9\ubd84\ud788 \uac00\ub2a5\ud558\ub2e4. \uadf8\uac8c \uc2e4\ud604\ub420 \ub54c\uae4c\uc9c0 \ud604\uae08 $237M\uc73c\ub85c \ubc84\ud2f8 \uc218 \uc788\ub294 \uccb4\ub825\ub3c4 \ub41c\ub2e4. \ud558\uc9c0\ub9cc \uadf8 \uc0ac\uc774 \uc2a4\ud1a0\ub9ac\uc5d0 \uade0\uc5f4\uc774 \uc0dd\uae30\uba74, \uc9c0\uae08 \uc8fc\uac00\ub294 \ubd80\ub2f4\uc2a4\ub7fd\ub2e4. \ud655\uc778\ud558\uace0 \ub4e4\uc5b4\uac00\ub294 \uac83\uc774 \ucda9\ubd84\ud788 \ud569\ub9ac\uc801\uc778 \uc804\ub7b5\uc774\ub2e4.<\/p>\n<\/div>\n<\/div>\n<p><!-- end si-main --><\/p>\n<p><!-- \uc0ac\uc774\ub4dc\ubc14 --><\/p>\n<aside aria-label=\"\uc885\ubaa9 \uc694\uc57d \uc815\ubcf4\" style=\"float:right;width:290px;padding-top:0;\">\n<div class=\"si-side\" style=\"width:290px;min-width:0;box-sizing:border-box;\">\n<p><!-- \u2460 \uc694\uc57d \uc815\ub9ac --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n  <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\udccb \ud575\uc2ec \ud22c\uc790 \ud3ec\uc778\ud2b8<\/span><\/p>\n<ul style=\"list-style:none;padding:0;margin:0;\">\n<li style=\"display:flex;gap:8px;padding:8px 0;font-size:13.5px;color:#1A1917;border-bottom:1px solid #E0DED5;line-height:1.5;align-items:flex-start;font-family:'Noto Sans KR',sans-serif;\">\n      <span style=\"color:#4C1D95;flex-shrink:0;\">\u2192<\/span>GaN+SiC \ub3d9\uc2dc \ubcf4\uc720 \uc720\uc77c\ud55c \ud4e8\uc5b4\ud50c\ub808\uc774\n    <\/li>\n<li style=\"display:flex;gap:8px;padding:8px 0;font-size:13.5px;color:#1A1917;border-bottom:1px solid #E0DED5;line-height:1.5;align-items:flex-start;font-family:'Noto Sans KR',sans-serif;\">\n      <span style=\"color:#4C1D95;flex-shrink:0;\">\u2192<\/span>NVIDIA 800V AI \ud329\ud1a0\ub9ac \uacf5\uc2dd \ud30c\uc6cc \ud30c\ud2b8\ub108\n    <\/li>\n<li style=\"display:flex;gap:8px;padding:8px 0;font-size:13.5px;color:#1A1917;border-bottom:1px solid #E0DED5;line-height:1.5;align-items:flex-start;font-family:'Noto Sans KR',sans-serif;\">\n      <span style=\"color:#4C1D95;flex-shrink:0;\">\u2192<\/span>\ud604\uae08 $237M, \ubb34\ubd80\ucc44 \u2014 \ub7f0\uc6e8\uc774\ub294 \ucda9\ubd84\n    <\/li>\n<li style=\"display:flex;gap:8px;padding:8px 0;font-size:13.5px;color:#1A1917;line-height:1.5;align-items:flex-start;font-family:'Noto Sans KR',sans-serif;\">\n      <span style=\"color:#4C1D95;flex-shrink:0;\">\u2192<\/span>AI \uc218\uc775\ud654\ub294 2027\ub144 \u2014 \uc9c0\uae08\uc740 \uc804\ud658\uae30 \uc801\uc790 \uc911\n    <\/li>\n<\/ul>\n<\/div>\n<p><!-- \u2461 \ub9e4\ucd9c \ube44\uc911 --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n  <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\udcca \uc0ac\uc5c5\ubd80\ubb38 \ub9e4\ucd9c \ube44\uc911 (2025 \ud558\ubc18\uae30 \uae30\uc900)<\/span><\/p>\n<div style=\"margin-bottom:10px;\">\n<div style=\"display:flex;justify-content:space-between;font-size:13px;font-family:'Noto Sans KR',sans-serif;color:#3C3A35;margin-bottom:4px;\"><span>\ud558\uc774\ud30c\uc6cc (AI\u00b7\uc0b0\uc5c5\u00b7\uc5d0\ub108\uc9c0)<\/span><span style=\"font-family:'Space Mono',monospace;\">55%<\/span><\/div>\n<div style=\"background:#F0EFE9;border-radius:2px;height:6px;\">\n<div style=\"background:#4C1D95;height:6px;border-radius:2px;width:55%;\"><\/div>\n<\/div><\/div>\n<div style=\"margin-bottom:10px;\">\n<div style=\"display:flex;justify-content:space-between;font-size:13px;font-family:'Noto Sans KR',sans-serif;color:#3C3A35;margin-bottom:4px;\"><span>\ubaa8\ubc14\uc77c\u00b7\uc18c\ube44\uc790<\/span><span style=\"font-family:'Space Mono',monospace;\">25%<\/span><\/div>\n<div style=\"background:#F0EFE9;border-radius:2px;height:6px;\">\n<div style=\"background:#92400E;height:6px;border-radius:2px;width:25%;\"><\/div>\n<\/div><\/div>\n<div style=\"margin-bottom:10px;\">\n<div style=\"display:flex;justify-content:space-between;font-size:13px;font-family:'Noto Sans KR',sans-serif;color:#3C3A35;margin-bottom:4px;\"><span>\uc790\ub3d9\ucc28\u00b7\uae30\ud0c0<\/span><span style=\"font-family:'Space Mono',monospace;\">20%<\/span><\/div>\n<div style=\"background:#F0EFE9;border-radius:2px;height:6px;\">\n<div style=\"background:#6B7280;height:6px;border-radius:2px;width:20%;\"><\/div>\n<\/div><\/div>\n<p style=\"font-size:12px;color:#9E9B94;font-family:'Noto Sans KR',sans-serif;margin:8px 0 0 0;line-height:1.5;\">\ud558\uc774\ud30c\uc6cc\uac00 \ucc98\uc74c\uc73c\ub85c \uacfc\ubc18 \ub2ec\uc131 (Q4 2025)<\/p>\n<\/div>\n<p><!-- \u2462 \ub3d9\uc885 \ube44\uad50 --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n  <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\u2696\ufe0f \ub3d9\uc885 P\/S \ube44\uad50<\/span><\/p>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;border-bottom:1px solid #E0DED5;font-size:13.5px;font-family:'Noto Sans KR',sans-serif;\">\n    <span style=\"color:#4C1D95;font-weight:600;\">NVTS (\ub098\ube44\ud0c0\uc2a4)<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#B91C1C;font-weight:700;\">~35x<\/span>\n  <\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;border-bottom:1px solid #E0DED5;font-size:13.5px;font-family:'Noto Sans KR',sans-serif;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n    <span style=\"color:#1A1917;\">WOLF (Wolfspeed)<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#3C3A35;font-weight:700;\">~3.0x<\/span>\n  <\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;border-bottom:1px solid #E0DED5;font-size:13.5px;font-family:'Noto Sans KR',sans-serif;\">\n    <span style=\"color:#1A1917;\">ON (ON Semi)<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#3C3A35;font-weight:700;\">~2.0x<\/span>\n  <\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:8px 0;font-size:13.5px;font-family:'Noto Sans KR',sans-serif;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n    <span style=\"color:#1A1917;\">IFNNY (Infineon)<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13.5px;color:#3C3A35;font-weight:700;\">~2.3x<\/span>\n  <\/div>\n<\/div>\n<p><!-- \u2463 \ud575\uc2ec \uc7ac\ubb34 \uc694\uc57d --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n  <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\udcb0 \ud575\uc2ec \uc7ac\ubb34 \uc694\uc57d<\/span><\/p>\n<div style=\"background:#FFFFFF;display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;\">\n    <span style=\"font-size:13px;color:#6B6860;font-family:'Noto Sans KR',sans-serif;\">\ud604\uc7ac\uc8fc\uac00<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1A1917;font-weight:700;\">$8.75~$10.49<\/span>\n  <\/div>\n<div style=\"background:#FAFAF8;display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;\">\n    <span style=\"font-size:13px;color:#6B6860;font-family:'Noto Sans KR',sans-serif;\">\uc2dc\uac00\ucd1d\uc561<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1A1917;font-weight:700;\">~$2.0B<\/span>\n  <\/div>\n<div style=\"background:#FFFFFF;display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;\">\n    <span style=\"font-size:13px;color:#6B6860;font-family:'Noto Sans KR',sans-serif;\">\uc5f0\uac04\ub9e4\ucd9c (2025)<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#B91C1C;font-weight:700;\">$45.9M<\/span>\n  <\/div>\n<div style=\"background:#FAFAF8;display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;\">\n    <span style=\"font-size:13px;color:#6B6860;font-family:'Noto Sans KR',sans-serif;\">GAAP \uc21c\uc190\uc2e4<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#B91C1C;font-weight:700;\">-$117M<\/span>\n  <\/div>\n<div style=\"background:#FFFFFF;display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;\">\n    <span style=\"font-size:13px;color:#6B6860;font-family:'Noto Sans KR',sans-serif;\">\ud604\uae08\u00b7\ud604\uae08\uc131\uc790\uc0b0<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#166534;font-weight:700;\">$236.9M<\/span>\n  <\/div>\n<div style=\"background:#FAFAF8;display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;\">\n    <span style=\"font-size:13px;color:#6B6860;font-family:'Noto Sans KR',sans-serif;\">\ubd80\ucc44\ube44\uc728<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#166534;font-weight:700;\">0.02<\/span>\n  <\/div>\n<div style=\"background:#FFFFFF;display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;\">\n    <span style=\"font-size:13px;color:#6B6860;font-family:'Noto Sans KR',sans-serif;\">P\/S (TTM)<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#B91C1C;font-weight:700;\">~35x<\/span>\n  <\/div>\n<div style=\"background:#FAFAF8;display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;\">\n    <span style=\"font-size:13px;color:#6B6860;font-family:'Noto Sans KR',sans-serif;\">52\uc8fc \ubc94\uc704<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#1A1917;font-weight:700;\">$1.52~$17.79<\/span>\n  <\/div>\n<div style=\"background:#FFFFFF;display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;\">\n    <span style=\"font-size:13px;color:#6B6860;font-family:'Noto Sans KR',sans-serif;\">\ubca0\ud0c0<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#B91C1C;font-weight:700;\">3.13<\/span>\n  <\/div>\n<div style=\"background:#FAFAF8;display:flex;justify-content:space-between;padding:7px 0;border-bottom:1px solid #E0DED5;\">\n    <span style=\"font-size:13px;color:#6B6860;font-family:'Noto Sans KR',sans-serif;\">\uacf5\ub9e4\ub3c4 \ube44\uc728<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#B91C1C;font-weight:700;\">22.9%<\/span>\n  <\/div>\n<div style=\"background:#FFFFFF;display:flex;justify-content:space-between;padding:7px 0;\">\n    <span style=\"font-size:13px;color:#6B6860;font-family:'Noto Sans KR',sans-serif;\">Q1 2026 \uac00\uc774\ub358\uc2a4<\/span><br \/>\n    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#166534;font-weight:700;\">$8.0~$8.5M<\/span>\n  <\/div>\n<p style=\"font-size:11.5px;color:#9E9B94;font-family:'Noto Sans KR',sans-serif;margin:8px 0 0 0;line-height:1.5;\">2026-03 Yahoo Finance\u00b7SEC \uacf5\uc2dc \uae30\uc900<\/p>\n<\/div>\n<p><!-- \u2464 ETF --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n  <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\uddc2\ufe0f \uc8fc\uc694 \ud3b8\uc785 ETF <span style=\"font-size:11px;font-weight:400;color:#9E9B94;\">(\ud22c\uc790\uc2dc\uc810 \ube44\uc911 \uc7ac\ud655\uc778 \ud544\uc694)<\/span><\/span><\/p>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;border-bottom:1px solid #E0DED5;background:#FFFFFF;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">ARKK (\ubbf8\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">ARK Innovation ETF<\/div>\n<\/p><\/div>\n<p>    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#4C1D95;font-weight:700;\">~3%<\/span>\n  <\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;border-bottom:1px solid #E0DED5;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">FTEC (\ubbf8\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">Fidelity MSCI IT ETF<\/div>\n<\/p><\/div>\n<p>    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#4C1D95;font-weight:700;\">\uc18c\ub7c9<\/span>\n  <\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;border-bottom:1px solid #E0DED5;background:#FFFFFF;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">SMHX (\ubbf8\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">VanEck Semiconductor ex-Mega ETF<\/div>\n<\/p><\/div>\n<p>    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#4C1D95;font-weight:700;\">\uc18c\ub7c9<\/span>\n  <\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;border-bottom:1px solid #E0DED5;background:#FAFAF8;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">TIGER \ubbf8\uad6d\ub098\uc2a4\ub2e5100 (\ud55c\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">\ubbf8\ub798\uc5d0\uc14b TIGER<\/div>\n<\/p><\/div>\n<p>    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#4C1D95;font-weight:700;\">\ubbf8\ud3ec\ud568<\/span>\n  <\/div>\n<div style=\"display:flex;justify-content:space-between;align-items:center;padding:7px 0;background:#FFFFFF;margin:0 -20px;padding-left:20px;padding-right:20px;\">\n<div>\n<div style=\"font-family:'Space Mono',monospace;font-size:12px;font-weight:700;color:#1A1917;\">KODEX \ubbf8\uad6d\ubc18\ub3c4\uccb4MV (\ud55c\uad6d)<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:12px;color:#6B6860;margin-top:1px;\">\uc0bc\uc131 KODEX<\/div>\n<\/p><\/div>\n<p>    <span style=\"font-family:'Space Mono',monospace;font-size:13px;color:#4C1D95;font-weight:700;\">\ubbf8\ud3ec\ud568<\/span>\n  <\/div>\n<p style=\"font-size:11.5px;color:#9E9B94;font-family:'Noto Sans KR',sans-serif;margin:8px 0 0 0;line-height:1.5;\">\uc18c\ud615\uc8fc \ud2b9\uc131\uc0c1 \uad6d\ub0b4 ETF \ud3b8\uc785 \uac70\uc758 \uc5c6\uc74c<\/p>\n<\/div>\n<p><!-- \u2465 \uc8fc\uc694 \uc774\ubca4\ud2b8 --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n  <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\udcc5 \uc8fc\uc694 \uc774\ubca4\ud2b8<\/span><\/p>\n<div style=\"display:flex;gap:10px;align-items:flex-start;margin-bottom:12px;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#C8001A;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">2026 Q1<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">\uc2e4\uc801\ubc1c\ud45c \uc608\uc815 (5\uc6d4). $8.0~8.5M \uac00\uc774\ub358\uc2a4 \ucda9\uc871 \uc5ec\ubd80\uac00 \ud575\uc2ec \ubd84\uae30\uc810<\/div>\n<\/p><\/div>\n<div style=\"display:flex;gap:10px;align-items:flex-start;margin-bottom:12px;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#92400E;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">\uc0c1\ubc18\uae30<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">EBITDA \ud751\uc790 \uc804\ud658 \ubaa9\ud45c \u2014 \ub2ec\uc131 \uc2dc \uc8fc\uac00 \uc7ac\ub4f1\uae09 \ucd09\ub9e4<\/div>\n<\/p><\/div>\n<div style=\"display:flex;gap:10px;align-items:flex-start;margin-bottom:12px;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#1D4ED8;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">\uc9c4\ud589\uc911<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">GlobalFoundries \ubbf8\uad6d \ub0b4 GaN \uc81c\uc870 \ud30c\ud2b8\ub108\uc2ed \uac00\ub3d9 \uc900\ube44<\/div>\n<\/p><\/div>\n<div style=\"display:flex;gap:10px;align-items:flex-start;margin-bottom:12px;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#166534;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">2027<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">AI \ub370\uc774\ud130\uc13c\ud130 \ub300\uaddc\ubaa8 \ub9e4\ucd9c \ubcf8\uaca9\ud654 \uc608\uc0c1 \u2014 \uacbd\uc601\uc9c4 \uacf5\uc2dd \ubaa9\ud45c<\/div>\n<\/p><\/div>\n<div style=\"display:flex;gap:10px;align-items:flex-start;\">\n<div style=\"flex-shrink:0;font-family:'Space Mono',monospace;font-size:11px;color:#FFFFFF;background:#92400E;padding:3px 7px;border-radius:3px;white-space:nowrap;margin-top:2px;\">\ubaa8\ub2c8\ud130<\/div>\n<div style=\"font-family:'Noto Sans KR',sans-serif;font-size:13.5px;color:#1A1917;line-height:1.5;\">Tonya Stevens CFO \uccb4\uc81c\uc5d0\uc11c OpEx \uac10\ucd95 \uc18d\ub3c4\u00b7\uc2e0\uaddc \ub514\uc790\uc778\uc708 \ubc1c\ud45c<\/div>\n<\/p><\/div>\n<\/div>\n<p><!-- \u2466 \uc8fc\uac00 \ucc28\ud2b8 --><\/p>\n<div style=\"background:#FFFFFF;border:1px solid #E0DED5;border-radius:5px;padding:18px 20px;margin-bottom:18px;\">\n  <span style=\"font-family:'Noto Sans KR',sans-serif;font-size:13px;font-weight:700;letter-spacing:0.04em;color:#3C3A35;padding-bottom:11px;margin-bottom:14px;border-bottom:2px solid #1A1917;display:block;\">\ud83d\udcc8 NVTS \uc8fc\uac00 \ucc28\ud2b8<\/span><\/p>\n<div style=\"border-radius:4px;overflow:hidden;border:1px solid #E0DED5;\">\n    <iframe src=\"https:\/\/www.tradingview.com\/widgetembed\/?frameElementId=tradingview_NVTS&#038;symbol=NASDAQ%3ANVTS&#038;interval=D&#038;range=3M&#038;hide_top_toolbar=0&#038;hide_legend=0&#038;save_image=0&#038;style=1&#038;theme=light&#038;timezone=Asia%2FSeoul&#038;studies=[]&#038;show_popup_button=0&#038;withdateranges=1&#038;hideideas=1&#038;hide_side_toolbar=1&#038;locale=kr\"\n      style=\"width:100%;height:280px;border:none;display:block;\"\n      allowtransparency=\"true\" frameborder=\"0\" scrolling=\"no\"><br \/>\n    <\/iframe>\n  <\/div>\n<\/div>\n<\/div>\n<p><!-- end si-side --><br \/>\n<\/aside>\n<div style=\"clear:both;\"><\/div>\n<\/div>\n<p><!-- end layout --><\/p>\n<footer style=\"margin-top:40px;padding:20px 0;border-top:1px solid #E0DED5;\">\n<p style=\"font-size:13.5px;color:#9E9B94;line-height:1.8;font-family:'Noto Sans KR',sans-serif;margin:0;\">\u203b \uc774 \uc815\ubcf4\ub294 <strong style=\"color:#3C3A35;\">2026\ub144 3\uc6d4 22\uc77c \uae30\uc900 \ub370\uc774\ud130<\/strong>\ub97c \ubc18\uc601\ud558\uc5ec \uc791\uc131\ud558\uc600\uc73c\uba70, \uc774\ud6c4 \uc2dc\uc7a5 \uc0c1\ud669\u00b7\uc2e4\uc801 \ubc1c\ud45c\u00b7\ud658\uc728 \ubcc0\ub3d9 \ub4f1\uc5d0 \ub530\ub77c \uc218\uce58\uac00 \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uae00\uc740 \ud22c\uc790 \uad8c\uc720\uac00 \uc544\ub2c8\uba70, \ubaa8\ub4e0 \uc218\uce58\ub294 Yahoo Finance\u00b7SEC \uacf5\uc2dc\u00b7\uac01 \uc5b8\ub860 \ubcf4\ub3c4 \uae30\uc900\uc785\ub2c8\ub2e4. \ucd5c\uc885 \ud22c\uc790 \ud310\ub2e8\uc740 \ud56d\uc0c1 \ubcf8\uc778\uc758 \ubaab\uc785\ub2c8\ub2e4.<\/p>\n<\/footer>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\ub9e4\ucd9c\uc774 \ubc18\ud1a0\ub9c9 \ub0ac\ub294\ub370 \uc8fc\uac00\ub294 \uc62c\ub790\ub2e4. \ubb34\uc2a8 \uc774\uc720 \uc77c\uae4c? \ubaa9\ucc28 01 \uc65c \ub9e4\ucd9c\uc774 \uc904\uc5c8\ub294\ub370 \uc8fc\uac00\uac00 \uc62c\ub790\uc744\uae4c 02 GaN\u00b7SiC \uae30\uc220 \uc9c0\ud615\ub3c4 \u2014 \ub098\ube44\ud0c0\uc2a4\uc758 \uc2e4\uc81c \uc704\uce58 03 \uc9c4\uc9dc<span class=\"more-link theme-more-link\"><a 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