산업 비활성

AI 팩토리 공급망 병목

AI Factory Supply-Chain Bottleneck

industries/AiFactoryBottleneck

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ULID: 01KTAPN5ZRKW69YA2GVZ2MCZ4C
슬러그: ai-factory-bottleneck

LTM 매출: —; financial snapshot
영업이익률: —; LTM operating margin
매출 YoY: —; latest comparable

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섹션 (19)

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클러스터 (1)

ai-factory-bottleneck AI 팩토리 공급망 병목 (컴퓨텍스 2026)

360도 관계 맵

이 노드를 중심으로 1촌 내 공급망(Value Chain) 및 협력/경쟁 관계망을 입증하는 대화형 D3 3D 토폴로지 맵입니다. 노드를 드래그하거나 더블클릭하여 해당 항목으로 넘어갈 수 있습니다.

관계 맵 불러오는 중…

연결 관계 (29)

클러스터 YAML( graph/clusters/<id>.yaml )에 정의된 관계. 의미 유사도만으로는 드러나지 않는 인접 엔티티로 이동할 때 활용합니다.

→ 나가는 연결 (21)

key-player SK하이닉스 ai-factory-bottleneck HBM ~70% 공급, "Please Make More" 직접 대상, Top pick 1위
key-player BE 세미컨덕터 (BESI) ai-factory-bottleneck 하이브리드본딩 80% 독점, 패키징 병목 차세대 winner
key-player 버티브 ai-factory-bottleneck DC 전력+냉각 통합
optical-transport Corning ai-factory-bottleneck AI optical transport physical layer; Meta/NVIDIA hyperscaler LTAs and US optical capacity expansion
optical-transport 시에나 ai-factory-bottleneck coherent transport and DCI systems; Q2 FY2026 revenue +39.5% and Optical Networking 70% mix
optical-transport-option 루멘 테크놀로지스 ai-factory-bottleneck Private Connectivity Fabric and fiber-mile scarcity option; PCF revenue/RPO conversion still key guardrail
powered-capacity Digital Realty ai-factory-bottleneck powered shell·interconnection·land bank scarcity. Q1 2026 new leases 312.8MW at 100% share
powered-capacity 콘스텔레이션 에너지 ai-factory-bottleneck Freestone/CyrusOne 380MW agreement + 380MW Phase 2 option; firm power and site infrastructure
hbm-ai-test-core 어드반테스트 ai-factory-bottleneck FY2025 OP +118.8% and FY2026 OP guide +25.7%; SoC and high-performance DRAM/HBM ATE quality core
hbm-ai-test-core 테라다인 ai-factory-bottleneck Q1 2026 revenue about 70% AI-related; compute, memory, CPO and server-board test confirmation
hbm-ai-test-beta 폼팩터 ai-factory-bottleneck HBM probe-card record and Smart Matrix at-speed HBM4 stack test exposure
hbm-ai-metrology-beta 캠텍 ai-factory-bottleneck Q1 2026 revenue USD 121.7M, Q2 guide USD 129-131M and HBM/AI order follow-through into 2027
hbm-ai-metrology 온투 이노베이션 ai-factory-bottleneck Dragonfly G5 qualification at leading 2.5D logic and HBM customers
hbm-ai-thermal-test 코후 ai-factory-bottleneck AI xPU active thermal handler SAM plus HBM inspection exposure
hbm-ai-probe-card-quality 테크노프로브 ai-factory-bottleneck Q1 2026 revenue EUR 187.0M +19%, Q2 guide EUR 266M and Logic/HBM production-unit capacity expansion
reliability-test-watchlist Aehr ai-factory-bottleneck Wafer-level burn-in optionality; weaker current XBRL visibility, watchlist only
ai-water-loop-core 에코랩 ai-factory-bottleneck CoolIT acquisition closed 2026-07-02; direct liquid cooling plus circular water, UPW and power-water chemistry
ai-water-loop-core 베올리아 ai-factory-bottleneck data center and microelectronics water-tech revenue target around EUR 1B by 2030
ai-water-loop-quality 자일럼 ai-factory-bottleneck industrial reuse/process-water stack with SEC RPO visibility; lower AI purity than ECL/VIE
ai-water-loop-quality 베랄토 ai-factory-bottleneck Hach water-quality analytics and ChemTreat water chemistry; Water Quality growth and RPO visibility
ai-water-loop-semiconductor 쿠리타 ai-factory-bottleneck semiconductor UPW and water reuse exposure; direct data-center cooling disclosure is thinner

← 들어오는 연결 (8)

beneficiary 버티브 ai-factory-bottleneck 온수냉각 전환(칠러→CDU) winner, HVAC주 대비 net 수혜
beneficiary 파월 인더스트리즈 dc-power-infra AI factory 착공 병목이 switchgear/e-house/electrical room으로 내려온 grid-to-chip execution 후보
sub-industry silicon-wafer silicon-wafer 컴퓨텍스 2026 AI 팩토리 병목의 웨이퍼 도메인 순수 산업 분리
adjacent water-infrastructure water-infrastructure AI factory deployment gate — WUE, circular water, coolant health, UPW and power-plant cooling water
ai-water-loop-core 에코랩 water-infrastructure CoolIT closed 2026-07-02; ECL is the public listed exposure for the former private DLC pure play
ai-water-loop-core 베올리아 water-infrastructure data center and microelectronics water-tech target around EUR 1B annual revenue by 2030
ai-water-loop-quality 자일럼 water-infrastructure process water/reuse and large RPO visibility, but lower direct AI purity
ai-water-loop-quality 베랄토 water-infrastructure water analytics and chemistry picks-and-shovels exposure to DC cooling water and industrial water

보고서

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