블로그

• 외신이 본 한국과 주요 뉴스(260607) ref=top-stories SK하이닉스, 2030년까지 DRAM 생산량 월 100만 웨이퍼로 두 배 증산 계획 https://www.trendforce.com/news/2026/06 /05/news-sk-hynix-reportedly-to-double-dram-capacity-to-1m-monthly-wafers-by-2030-speeds-yongin-expansion blog.naver.com · 2026.06.06
• 800G-OSFP224-DR4 RHS 광모듈 NVIDIA/Mellanox MMS4A20-XM800 (980-9IAT0-00XM00/980-SIAY0-00XM00) Compatible 800G DR4 OSFP224 (RHS/Flat Top 4x200G-PAM4) 1310nm SMF 500m DOM MTP/MPO-12 APC InfiniBand XDR Transceiver Module for ConnectX-9 blog.naver.com · 2026.04.23
• OSFP-800G-2FR4 광모듈 NVIDIA InfiniBand MMS4X50-NM Compatible OSFP 800G 2FR4 PAM4 Optical Module (1310nm 2km DOM Dual LC Duplex /UPC NDR SMF Finned Top) ■ Product Features InfiniBand NDR end-to-end system certification achieved - blog.naver.com · 2026.02.04
• OSFP 400G DR4 광모듈 NDR SMF Flat Top) ■ Product Features ・InfiniBand NDR end-to-end system certification achieved ・Maximum power consumption 12W Flat Top OSFP for ConnectX-7 Adapter Supports 800G-to-2 400G links between switches blog.naver.com · 2026.01.20
• OSFP-800G-DR8 광모듈 500m DOM, Dual MPO-12/APC NDR SMF, Finned Top ■ Product Features InfiniBand NDR end-to-end system certification -2 air-cooled switches Supports 800G-to-800G links between switches or 800G-to-2 400G links to ConnectX blog.naver.com · 2026.02.04
• If you invested $1,000 on January 1, 2023, what would you have today? 12배, Bitcoin은 5배, S&P500이면 1.7배 자산이 증가함 즉, 단순한 Tech가 아니라 core state infrastructure에 투자해야 하는 시기 a) Top performers: Palantir: ~$28,967 (≈29×) Rocket Lab / AST SpaceMobile tier: ~$16–17k NVIDIA: ~$12,426 ( blog.naver.com · 2025.12.20