{"id":299,"date":"2026-05-16T18:48:52","date_gmt":"2026-05-16T09:48:52","guid":{"rendered":"https:\/\/sosoceo.kr\/?p=299"},"modified":"2026-05-16T18:48:58","modified_gmt":"2026-05-16T09:48:58","slug":"%eb%8c%80%ed%95%9c%eb%af%bc%ea%b5%ad-%eb%b0%98%eb%8f%84%ec%b2%b4-%ec%b4%88%ea%b2%a9%ec%b0%a8-%ec%9c%84%ea%b8%b0%ec%99%80-%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90-%eb%85%b8%ec%a1%b0-%ed%8c%8c%ec%97%85","status":"publish","type":"post","link":"https:\/\/sosoceo.kr\/?p=299","title":{"rendered":"\ub300\ud55c\ubbfc\uad6d \ubc18\ub3c4\uccb4 \ucd08\uaca9\ucc28 \uc704\uae30\uc640 \uc0bc\uc131\uc804\uc790 \ub178\uc870 \ud30c\uc5c5"},"content":{"rendered":"\n<p id=\"SE-2e458c58-bcaa-4133-a58e-b411d2ab7e12\"><strong>\ub300\ud55c\ubbfc\uad6d \ubc18\ub3c4\uccb4 \ucd08\uaca9\ucc28 \uc704\uae30\uc640 \uc0bc\uc131\uc804\uc790 \ub178\uc870 \ud30c\uc5c5\uc758 \ube44\ud569\ub9ac\uc131<\/strong><\/p>\n\n\n\n<p id=\"SE-076de0fe-e3f6-47c8-833f-83c732a35e3c\">\ub300\ud55c\ubbfc\uad6d \uacbd\uc81c\uc758 \uc911\ucd94\uc774\uc790 \uae00\ub85c\ubc8c \uae30\uc220 \ud328\uad8c \uacbd\uc7c1\uc758 \ucd5c\uc804\uc120\uc5d0 \uc11c \uc788\ub294 \uc0bc\uc131\uc804\uc790\uac00 \uc804\ub840 \uc5c6\ub294 \ub0b4\uc6b0\uc678\ud658\uc5d0 \uc9c1\uba74\ud574 \uc788\ub2e4. \uc678\ubd80\uc801\uc73c\ub85c\ub294 \uc778\uacf5\uc9c0\ub2a5(AI) \ud601\uba85\uc5d0 \ub530\ub978 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \ubc0f \ud30c\uc6b4\ub4dc\ub9ac \uc2dc\uc7a5\uc5d0\uc11c\uc758 \uc8fc\ub3c4\uad8c \uc7c1\ud0c8\uc804\uc774 \uce58\uc5f4\ud558\uace0, \ub0b4\ubd80\uc801\uc73c\ub85c\ub294 \ub178\ub3d9\uc870\ud569\uc758 \ucc3d\uc0ac \uc774\ub798 \uccab \ucd1d\ud30c\uc5c5\uc774\ub77c\ub294 \uac70\ub300\ud55c \ud30c\uace0\uac00 \ub36e\ucce4\ub2e4. \uc774\ubc88 \ud30c\uc5c5 \uc0ac\ud0dc\ub294 \ub2e8\uc21c\ud55c \ub178\uc0ac \uac04\uc758 \uc784\uae08 \ud611\uc0c1\uc744 \ub118\uc5b4, \uae30\uc5c5\uc758 \uc874\ub9bd \uae30\ubc18\uacfc \uad6d\uac00 \uc0b0\uc5c5 \uacbd\uc7c1\ub825\uc744 \ub4a4\ud754\ub4dc\ub294 \uc911\ub300\ud55c \ubcc0\uace1\uc810\uc73c\ub85c \ubd80\uc0c1\ud558\uc600\ub2e4. \ud2b9\ud788 \ud559\uacc4, \uacbd\uc81c\uacc4, \uadf8\ub9ac\uace0 \uc77c\ubc18 \ub300\uc911 \uc0ac\uc774\uc5d0\uc11c \uc774\ubc88 \ud30c\uc5c5\uc774 &#8216;\ub204\uc6cc\uc11c \uce68 \ubc49\uae30&#8217;\uc2dd\uc758 \uc790\ud574\uc801 \ud589\uc704\uc774\uac70\ub098 \ud639\uc740 \uacbd\uc81c\uc801 \ud569\ub9ac\uc131\uc744 \uc644\uc804\ud788 \uc0c1\uc2e4\ud588\ub2e4\ub294 \ube44\ud310\uc774 \uc81c\uae30\ub418\ub294 \ubc30\uacbd\uc5d0\ub294 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \ud2b9\uc218\uc131\uacfc \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc758 \ub0c9\ud639\ud55c \ud604\uc2e4\uc774 \uc790\ub9ac \uc7a1\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-981888c8-8de0-4565-9208-991e71f1f0d2\"><strong>\ubc18\ub3c4\uccb4 \uacf5\uc815\uc758 \ube44\uac00\uc5ed\uc801 \ud2b9\uc131\uacfc \uc167\ub2e4\uc6b4\uc758 \uacbd\uc81c\uc801 \ud30c\uad34\ub825<\/strong><\/p>\n\n\n\n<p id=\"SE-4ea67116-9d12-4d9e-8d1e-979cf9b7c053\">\uc0bc\uc131\uc804\uc790 \ub178\uc870\uc758 \ud30c\uc5c5\uc774 &#8216;\ub204\uc6cc\uc11c \uce68 \ubc49\uae30&#8217;\ub77c\uace0 \ud3c9\uac00\ubc1b\ub294 \uac00\uc7a5 \uac15\ub825\ud55c \uac1d\uad00\uc801 \uadfc\uac70\ub294 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uacf5\uc815\uc758 \uae30\uc220\uc801 \ud2b9\uc218\uc131\uc5d0 \uae30\uc778\ud55c\ub2e4. \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc740 \ub2e4\ub978 \uc77c\ubc18 \uc81c\uc870\uc5c5\uacfc\ub294 \ub2ec\ub9ac \uacf5\uc815\uc758 \uc5f0\uc18d\uc131\uc774 \uc0dd\uba85\uc774\uba70, \ub2e8 \ud55c \uc21c\uac04\uc758 \uba48\ucda4\ub3c4 \ud5c8\uc6a9\ub418\uc9c0 \uc54a\ub294 24\uc2dc\uac04 \uac00\ub3d9 \uccb4\uc81c\ub97c \uc804\uc81c\ub85c \uc124\uacc4\ub418\uc5b4 \uc788\ub2e4. \uc774\ub7ec\ud55c \uc2dc\uc2a4\ud15c \ud558\uc5d0\uc11c\uc758 \ud30c\uc5c5\uc740 \ub2e8\uc21c\ud788 \uc0dd\uc0b0 \ubb3c\ub7c9\uc774 \uc904\uc5b4\ub4dc\ub294 \uc218\uc900\uc744 \ub118\uc5b4, \uc0dd\uc0b0 \uc124\ube44 \uc790\uccb4\uc758 \uae30\ub2a5\uc801 \uc190\uc2e4\uacfc \uacf5\uc815 \uc911\uc778 \uc790\uc0b0\uc758 \uc18c\uba78\ub85c \uc774\uc5b4\uc9c4\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-9a4b42cf-ea87-4c94-92f9-185f384e84be\"><strong>\uc5f0\uc18d \uac00\ub3d9 \uc2dc\uc2a4\ud15c\uc758 \ubd95\uad34\uc640 \uc790\uc0b0 \ud3d0\uae30 \ub9ac\uc2a4\ud06c<\/strong><\/p>\n\n\n\n<p id=\"SE-6a2896df-944e-459e-a3d9-f53eb8288f3f\">\ubc18\ub3c4\uccb4 \ub77c\uc778\uc740 \ucd08\ubbf8\uc138 \uacf5\uc815\uc744 \ub2e4\ub8e8\ub294 \ud074\ub9b0\ub8f8 \ub0b4\uc5d0\uc11c \uc218\ucc9c \ub2e8\uacc4\uc758 \ud654\ud559\uc801, \ubb3c\ub9ac\uc801 \ucc98\ub9ac\uac00 \ubcf5\ud569\uc801\uc73c\ub85c \uc774\ub8e8\uc5b4\uc9c0\ub294 \uacf5\uac04\uc774\ub2e4. \uc804\ubb38\uac00\ub4e4\uc740 \ubc18\ub3c4\uccb4 \ub77c\uc778\uc774 \uc77c\uc2dc\uc801\uc73c\ub85c\ub77c\ub3c4 \uac00\ub3d9\uc744 \uba48\ucd9c \uacbd\uc6b0, \ub77c\uc778 \ub0b4\ubd80\uc5d0\uc11c \uac00\uacf5 \uc911\uc774\ub358 \uc6e8\uc774\ud37c($Wafer$)\ub294 \uc989\uc2dc \uc804\ub7c9 \ud3d0\uae30 \ucc98\ub9ac\uac00 \ubd88\uac00\ud53c\ud558\ub2e4\uace0 \uc9c0\uc801\ud55c\ub2e4. \uc774\ub294 \ubc18\ub3c4\uccb4 \uacf5\uc815\uc774 \uace0\uc628, \uace0\uc555, \uc9c4\uacf5 \uc0c1\ud0dc \ubc0f \uc815\ubc00\ud55c \ud654\ud559\uc801 \uade0\ud615\uc744 \uc720\uc9c0\ud574\uc57c \ud558\uae30 \ub54c\ubb38\uc774\uba70, \uc124\ube44\ub97c \ub2e4\uc2dc \uac00\ub3d9\ud558\ub354\ub77c\ub3c4 \uc774\uc804\uc758 \uc815\uc0c1 \uc218\uc728($Yield$)\uc744 \ud68c\ubcf5\ud558\ub294 \ub370\uc5d0\ub294 \uc9e7\uac8c\ub294 \uc218\uc8fc\uc5d0\uc11c \uae38\uac8c\ub294 \uc218\uac1c\uc6d4\uc758 \uc2dc\uac04\uc774 \uc18c\uc694\ub41c\ub2e4.<\/p>\n\n\n\n<p id=\"SE-2469028e-00d0-4a29-af62-a45181c88db7\">\uc774\ud76c\ubc94 \uc804 \uc0b0\uc5c5\uc790\uc6d0\ubd80 \uc7a5\uad00\uc744 \ube44\ub86f\ud55c \uc0b0\uc5c5 \uc804\ubb38\uac00\ub4e4\uc740 \uc911\uac04\uc5d0 \uc124\ube44\ub97c \uc138\uc6b0\uace0 \ub2e4\uc2dc \uac00\ub3d9\ud558\ub294 \uacfc\uc815\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uc190\uc2e4\uc774 \uae30\ud558\uae09\uc218\uc801\uc73c\ub85c \ub298\uc5b4\ub09c\ub2e4\uace0 \uacbd\uace0\ud55c\ub2e4. \uc774\ub294 \ub178\uc870\uac00 \uc790\uc2e0\ub4e4\uc758 \uad8c\uc775 \uc99d\uc9c4\uc744 \uba85\ubd84\uc73c\ub85c \ub0b4\uc138\uc6b4 \ud30c\uc5c5\uc774 \uacb0\uacfc\uc801\uc73c\ub85c \uadf8\ub4e4\uc774 \uc77c\ud558\ub294 \ud130\uc804\uc778 \uc0dd\uc0b0 \ub77c\uc778\uc758 \ud575\uc2ec \uac00\uce58\ub97c \uc2a4\uc2a4\ub85c \ud30c\uad34\ud558\ub294 \ud589\uc704\uc784\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc989, \uc218\uc775\uc744 \ub098\ub204\uc790\uace0 \uc8fc\uc7a5\ud558\uba74\uc11c \uc815\uc791 \uc218\uc775\uc744 \ub9cc\ub4e4\uc5b4\ub0b4\ub294 \uae30\uacc4\ub97c \uace0\uc7a5 \ub0b4\ub294 \ubaa8\uc21c\uc801 \uc0c1\ud669\uc774 \ubc1c\uc0dd\ud558\ub294 \uac83\uc774\ub2e4.\ufeff<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-9-16 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"\uc0ac\ub78c\uc740 \ubcc0\uc218, \ub85c\ubd07\uc744 \ubbff\ub294 \uc0bc\uc131 #\uc0bc\uc131 #\ub85c\ubd07 #\uc790\ub3d9\ud654 #\uc778\uacf5\uc9c0\ub2a5 #\uc77c\uc790\ub9ac\" width=\"422\" height=\"750\" src=\"https:\/\/www.youtube.com\/embed\/5EFN52tt7f4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-c626fcca-ae14-4545-bd6c-74bef530322c\"><strong>\uc77c\uc77c \uc190\uc2e4 \uaddc\ubaa8\uc640 \uac70\uc2dc\uacbd\uc81c\uc801 \ud30c\uae09 \ud6a8\uacfc<\/strong><\/p>\n\n\n\n<p id=\"SE-c83a6216-f435-4694-a0ca-37be0c23016d\">\uc0bc\uc131\uc804\uc790 \ub178\uc870\uac00 \uc608\uace0\ud55c 18\uc77c\uac04\uc758 \ucd1d\ud30c\uc5c5\uc774 \ud604\uc2e4\ud654\ub420 \uacbd\uc6b0, \uae30\uc5c5\uc774 \uc785\uac8c \ub420 \uacbd\uc81c\uc801 \ud0c0\uaca9\uc740 \uc0c1\uc0c1\uc744 \ucd08\uc6d4\ud55c\ub2e4. \uc0b0\uc5c5\uacc4\uc640 \uc99d\uad8c\uac00\uc758 \ubd84\uc11d\uc744 \uc885\ud569\ud558\uba74, \ud30c\uc5c5\uc73c\ub85c \uc778\ud55c \uc0dd\uc0b0 \ucc28\uc9c8\uc774 \ubc1c\uc0dd\ud560 \uacbd\uc6b0 \uc0bc\uc131\uc804\uc790\uc758 \uc77c\uc77c \uc190\uc2e4\uc561\uc740 \uc57d 8,200\uc5b5 \uc6d0\uc5d0\uc11c \ucd5c\ub300 1\uc870 \uc6d0\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \ucd94\uc0b0\ub41c\ub2e4. \uc774\ub97c \uc804\uccb4 \ud30c\uc5c5 \uae30\uac04\uc73c\ub85c \ud655\ub300\ud558\uba74 \uc601\uc5c5\uc774\uc775 \uac10\uc18c\ubd84\uc740 \uc57d 30\uc870 \uc6d0\uc5d0\uc11c 43\uc870 \uc6d0\uc5d0 \ub2ec\ud560 \uc218 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774 \uc81c\uae30\ub41c\ub2e4.<\/p>\n\n\n\n<p id=\"SE-38f959e7-007d-4fde-9b14-1a46a8c26b7a\">\uc774\ub7ec\ud55c \uc190\uc2e4\uc740 \ub2e8\uc21c\ud788 \uc0bc\uc131\uc804\uc790\ub77c\ub294 \uac1c\ubcc4 \uae30\uc5c5\uc758 \uc7ac\ubb34\uc81c\ud45c \uc545\ud654\uc5d0 \uadf8\uce58\uc9c0 \uc54a\ub294\ub2e4. \uc0bc\uc131\uc804\uc790\uc758 1\ucc28 \ud611\ub825\uc0ac\ub294 1,061\uac1c, 2\u00b73\ucc28 \ud611\ub825\uc0ac\ub294 693\uac1c\uc5d0 \ub2ec\ud558\uba70, \uc774\ub4e4 \uc0dd\ud0dc\uacc4 \uc804\uccb4\uac00 \uc0bc\uc131\uc804\uc790\uc758 \uac00\ub3d9 \uc5ec\ubd80\uc5d0 \uc0dd\uc874\uc744 \uc758\uc874\ud558\uace0 \uc788\ub2e4. \ub77c\uc778\uc774 \uba48\ucd94\uba74 \ud2b9\uc218\uac00\uc2a4, \uc6e8\uc774\ud37c, \uc138\uc815\uc561, \uc7a5\ube44 \uc720\uc9c0\ubcf4\uc218\ub97c \ub2f4\ub2f9\ud558\ub294 \uc218\ub9ce\uc740 \uc911\uc18c\uae30\uc5c5\ub4e4\uc774 \uc5f0\uc1c4\uc801\uc73c\ub85c \uac00\ub3d9\uc744 \uc911\ub2e8\ud574\uc57c \ud558\uba70, \uc774\ub294 \ub300\ud55c\ubbfc\uad6d \uc0b0\uc5c5 \uad6c\uc870 \uc804\ubc18\uc5d0 \uce58\uba85\uc801\uc778 &#8216;\uad6c\uc870\uc801 \ud0c0\uaca9&#8217;\uc744 \uc785\ud788\uac8c \ub41c\ub2e4.\ufeff<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\ucd94\uc815 \uae30\uad00 \ubc0f \uad6c\ubd84<\/td><td>\uc8fc\uc694 \uc608\uc0c1 \uc190\uc2e4 \ubc0f \uc601\ud5a5<\/td><td>\uad00\ub828 \uadfc\uac70 \ubc0f \ube44\uace0<\/td><\/tr><tr><td>JP\ubaa8\uac74 (JP Morgan)<\/td><td>\uc5f0\uac04 \uc601\uc5c5\uc774\uc775 \uc57d 40\uc870 \uc6d0 ~ 43\uc870 \uc6d0 \uac10\uc18c<\/td><td>\ud30c\uc5c5 \uc7a5\uae30\ud654 \uc2dc \uc2dc\ub098\ub9ac\uc624<\/td><\/tr><tr><td>\uc790\uc720\uae30\uc5c5\uc6d0<\/td><td>\uc77c\uc77c \uc190\uc2e4 \uc57d 1\uc870 \uc6d0, \ucd1d \uc7a0\uc7ac \uc190\uc2e4 30\uc870 \uc6d0<\/td><td>\uc0dd\uc0b0 \uc911\ub2e8 \uc2dc \uc9c1\uc811 \ud53c\ud574<\/td><\/tr><tr><td>\uc0b0\uc5c5\uacc4 \uc804\ubb38\uac00 \uadf8\ub8f9<\/td><td>\ubc18\ub3c4\uccb4 \ub77c\uc778 \uc167\ub2e4\uc6b4 \uc2dc \uc6e8\uc774\ud37c \uc804\ub7c9 \ud3d0\uae30<\/td><td>\uacf5\uc815\uc758 \ube44\uac00\uc5ed\uc801 \ud2b9\uc131<\/td><\/tr><tr><td>\uacf5\uae09\ub9dd \uc0dd\ud0dc\uacc4<\/td><td>1,754\uac1c \uc774\uc0c1\uc758 \ud611\ub825\uc0ac \uc5f0\uc1c4 \uac00\ub3d9 \uc911\ub2e8<\/td><td>1, 2, 3\ucc28 \ud611\ub825\uc0ac \ud3ec\ud568<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-81fab6d8-6c68-4013-ac8f-ec2f04fbf814\"><strong>\ubcf4\uc0c1 \uc694\uad6c\uc758 \ube44\ud569\ub9ac\uc131\uacfc \uc790\uc6d0 \ubc30\ubd84\uc758 \uc65c\uace1<\/strong><\/p>\n\n\n\n<p id=\"SE-4f091982-83d2-43fe-aa32-462019a95e22\">\ub178\uc870\uac00 \uc81c\uc2dc\ud55c \uc784\uae08 \ubc0f \uc131\uacfc\uae09 \uc694\uad6c\uc548\uc740 \uadf8 \uaddc\ubaa8\uc640 \uc131\uaca9 \uba74\uc5d0\uc11c \uc0ac\ud68c\uc801 \ud1b5\ub150\uacfc \uae30\uc5c5\uc758 \uc7a5\uae30\uc801 \uc9c0\uc18d \uac00\ub2a5\uc131\uc744 \uc2ec\uac01\ud558\uac8c \ubc97\uc5b4\ub0ac\ub2e4\ub294 \ube44\ud310\uc744 \ubc1b\ub294\ub2e4. \ud2b9\ud788 \uc601\uc5c5\uc774\uc775\uc758 15%\ub97c \uc131\uacfc\uae09 \uc7ac\uc6d0\uc73c\ub85c \uace0\uc815\ud558\uace0 \uc0c1\ud55c\uc120\uc744 \ud3d0\uc9c0\ud558\ub77c\ub294 \uc694\uad6c\ub294 \uae30\uc5c5\uc758 \ubbf8\ub798 \uacbd\uc7c1\ub825\uc744 \ub2f4\ubcf4\ub85c \ud604\uc7ac\uc758 \uc774\uc775\uc744 \ub3c5\uc810\ud558\uaca0\ub2e4\ub294 \uadf9\ub2e8\uc801 \uc774\uae30\uc8fc\uc758\uc758 \uc0b0\ubb3c\uc774\ub77c\ub294 \uc9c0\uc801\uc774\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-b3c8d3d6-9fbd-4a2a-9e7c-0ffcb6f1325a\"><strong>\uc5f0\uad6c\uac1c\ubc1c(R&amp;D) \ud22c\uc790 \uc5ed\uc804 \ud604\uc0c1\uacfc \uae30\uc220 \uacbd\uc7c1\ub825 \uc57d\ud654<\/strong><\/p>\n\n\n\n<p id=\"SE-40640866-ed2f-4850-9518-897449d13c84\">\uc0bc\uc131\uc804\uc790 \ub178\uc870\uac00 \uc694\uad6c\ud558\ub294 &#8216;\uc601\uc5c5\uc774\uc775\uc758 15%&#8217;\ub97c \ud604\uc7ac \uc2dc\uc7a5\uc758 \uc2e4\uc801 \uc804\ub9dd\uce58\uc5d0 \ub300\uc785\ud560 \uacbd\uc6b0, \uc131\uacfc\uae09 \uaddc\ubaa8\ub294 \uc57d 45\uc870 \uc6d0\uc5d0 \ub2ec\ud558\uac8c \ub41c\ub2e4. \uc774\ub294 \uc0bc\uc131\uc804\uc790\uac00 2023\ub144 \ud55c \ud574 \ub3d9\uc548 \uc3df\uc544\ubd80\uc740 \uc5ed\ub300 \ucd5c\ub300 \uaddc\ubaa8\uc758 \uc5f0\uad6c\uac1c\ubc1c(R&amp;D) \ube44\uc6a9\uc778 37\uc870 7,000\uc5b5 \uc6d0\uc744 \ud6cc\uca4d \ub6f0\uc5b4\ub118\ub294 \uc218\uce58\uc774\ub2e4.<\/p>\n\n\n\n<p id=\"SE-6639a73b-e308-463e-84b9-c99046603962\">\ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc740 \uae30\uc220 \uaca9\ucc28\ub97c \uc720\uc9c0\ud558\uae30 \uc704\ud574 \ub9e4\ub144 \uc218\uc2ed\uc870 \uc6d0\uc758 \ucc9c\ubb38\ud559\uc801\uc778 \uc790\uae08\uc744 R&amp;D\uc640 \uc124\ube44 \ud22c\uc790\uc5d0 \ud22c\uc785\ud574\uc57c \ud558\ub294 \uc790\ubcf8 \uc9d1\uc57d\uc801 \uc0b0\uc5c5\uc774\ub2e4. \ub178\uc870\uc758 \uc694\uad6c\ub300\ub85c \ubbf8\ub798\ub97c \uc704\ud55c \ud22c\uc790\uae08\ubcf4\ub2e4 \ub354 \ub9ce\uc740 \uae08\uc561\uc744 \ud604\uc7ac\uc758 \uc131\uacfc\uae09\uc73c\ub85c \uc18c\uc9c4\ud560 \uacbd\uc6b0, \uc0bc\uc131\uc804\uc790\ub294 \uae00\ub85c\ubc8c AI \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \uc8fc\ub3c4\uad8c\uc744 \uc601\uc601 \uc0c1\uc2e4\ud560 \uc218 \uc788\ub2e4. \uc2e4\uc81c\ub85c 45\uc870 \uc6d0\uc740 \uc5d4\ube44\ub514\uc544\uac00 ARM\uc744 \uc778\uc218\ud558\ub824 \ud588\uc744 \ub54c \uc81c\uc548\ud588\ub358 \uae08\uc561(\uc57d 48\uc870 \uc6d0)\uacfc \ub9de\uba39\uc73c\uba70, \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ub77c\uc778(Fab) 1.5\uae30\ub97c \uc0c8\ub85c \uac74\uc124\ud560 \uc218 \uc788\ub294 \ub3c8\uc774\ub2e4. \ubbf8\ub798\uc758 \uc0dd\uc874 \uc804\ub7b5 \ub300\uc2e0 \ud604\uc7ac\uc758 \uc794\uce58\ub97c \uc120\ud0dd\ud558\ub77c\ub294 \ub178\uc870\uc758 \uc694\uad6c\uac00 \ube44\ud569\ub9ac\uc801\uc774\ub77c\uace0 \ud3c9\uac00\ubc1b\ub294 \ud575\uc2ec \uc774\uc720\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-9592a4d2-8ad5-4229-864d-560265778768\"><strong>\uc8fc\uc8fc \uac00\uce58 \uce68\ud574 \ubc0f \uc0ac\ud68c\uc801 \ud615\ud3c9\uc131 \ub17c\ub780<\/strong><\/p>\n\n\n\n<p id=\"SE-73b4453a-5a2a-438b-b136-edd065f4e7fb\">\ub178\uc870\uc758 45\uc870 \uc6d0 \uc131\uacfc\uae09 \uc694\uad6c\ub294 \uc8fc\uc8fc \ubc30\ub2f9\uacfc\uc758 \ud615\ud3c9\uc131 \uce21\uba74\uc5d0\uc11c\ub3c4 \uc2ec\uac01\ud55c \ubb38\uc81c\ub97c \uc57c\uae30\ud55c\ub2e4. 2025\ub144 \uae30\uc900 \uc0bc\uc131\uc804\uc790\uac00 \uc57d 400\ub9cc \uba85\uc758 \uac1c\uc778\ud22c\uc790\uc790\ub4e4\uc5d0\uac8c \uc9c0\uae09\ud55c \ubc30\ub2f9\uae08 \ucd1d\uc561\uc740 \uc57d 11\uc870 1,000\uc5b5 \uc6d0\uc778\ub370, \ub178\uc870\uc758 \uc694\uad6c\uc548\uc740 \uc774\uc758 4\ubc30\uc5d0 \ub2ec\ud55c\ub2e4. \uae30\uc5c5\uc758 \ub9ac\uc2a4\ud06c\ub97c \ud568\uaed8 \uc9ca\uc5b4\uc9c4 \uc8fc\uc8fc\ub4e4\ubcf4\ub2e4 \uc9c1\uc6d0\uc774 4\ubc30 \uc774\uc0c1\uc758 \uc774\uc775\uc744 \uac00\uc838\uac00\uc57c \ud55c\ub2e4\ub294 \ub17c\ub9ac\ub294 \uc790\ubcf8\uc8fc\uc758 \uc2dc\uc7a5 \uacbd\uc81c\uc5d0\uc11c \uc218\uc6a9\ub418\uae30 \uc5b4\ub824\uc6b4 \uad6c\uc870\ub2e4.<\/p>\n\n\n\n<p id=\"SE-d6121995-706f-4a5b-8c4b-65264acc73ee\">\ub610\ud55c, \uc0bc\uc131\uc804\uc790 \uc9c1\uc6d0\uc758 \ud3c9\uade0 \uc5f0\ubd09\uc774 \uc774\ubbf8 1\uc5b5 5,800\ub9cc \uc6d0\uc5d0 \ub2ec\ud558\ub294 \uace0\uc784\uae08 \uad6c\uc870\ub77c\ub294 \uc810\uc744 \uac10\uc548\ud560 \ub54c, 1\uc778\ub2f9 \ud3c9\uade0 6\uc5b5 \uc6d0\uc5d0\uc11c 7\uc5b5 \uc6d0\uc5d0 \ub2ec\ud558\ub294 \uc77c\uc2dc \uc131\uacfc\uae09\uc744 \uc694\uad6c\ud558\ub294 \uac83\uc740 \uc77c\ubc18 \ub300\uc911\uc758 \uc815\uc11c\uc640\ub3c4 \ub3d9\ub5a8\uc5b4\uc838 \uc788\ub2e4. \uc774\ub294 \uc911\uc18c\uae30\uc5c5 \ub178\ub3d9\uc790 \ud3c9\uade0 \uc5f0\ubd09\uc758 10\ub144 \uce58\ub97c \ud55c \ubc88\uc5d0 \ub2ec\ub77c\ub294 \uac83\uacfc \ub2e4\ub984\uc5c6\uc73c\uba70, \uc774\ub7ec\ud55c \uacfc\ub3c4\ud55c \uc694\uad6c\uac00 \uc0ac\ud68c\uc801 \uc5f0\ub300 \uc758\uc2dd\uc744 \uc800\ud574\ud558\uace0 \ub300\uae30\uc5c5\uacfc \uc911\uc18c\uae30\uc5c5 \uac04\uc758 \uc591\uadf9\ud654\ub97c \ub354\uc6b1 \uc2ec\ud654\uc2dc\ud0a8\ub2e4\ub294 \ube44\ud310\uc774 \ube44\ub4f1\ud558\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\ud56d\ubaa9<\/td><td>\ube44\uad50 \uc218\uce58 (\ucd94\uc815\uce58)<\/td><td>\ube44\uace0<\/td><\/tr><tr><td>\ub178\uc870 \uc694\uad6c \uc131\uacfc\uae09 \ucd1d\uc561<\/td><td>\uc57d 45\uc870 \uc6d0<\/td><td>\uc601\uc5c5\uc774\uc775 15% \uac00\uc815 \uc2dc<\/td><\/tr><tr><td>2023\ub144 R&amp;D \ud22c\uc790\uc561<\/td><td>37\uc870 7,000\uc5b5 \uc6d0<\/td><td>\uc5ed\ub300 \ucd5c\ub300 \ud22c\uc790 \uaddc\ubaa8<\/td><\/tr><tr><td>2025\ub144 \uc8fc\uc8fc \ubc30\ub2f9\uae08 \ucd1d\uc561<\/td><td>11\uc870 1,000\uc5b5 \uc6d0<\/td><td>\uac1c\uc778\ud22c\uc790\uc790 400\ub9cc \uba85 \ub300\uc0c1<\/td><\/tr><tr><td>\ubc18\ub3c4\uccb4 \ud339(Fab) 1\uae30 \uac74\uc124\ube44<\/td><td>\uc57d 30\uc870 \uc6d0<\/td><td>\ucca8\ub2e8 \uacf5\uc815 \uae30\uc900<\/td><\/tr><tr><td>\uc0bc\uc131\uc804\uc790 \ud3c9\uade0 \uc5f0\ubd09<\/td><td>1\uc5b5 5,800\ub9cc \uc6d0<\/td><td>2023\ub144 \uae30\uc900<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-814ed19a-c6c5-4caf-bd50-73c16123b59b\"><strong>\uc870\uc9c1 \ub0b4\ubd80\uc758 \uade0\uc5f4\uacfc \ub3c4\ub355\uc801 \ud574\uc774\uc5d0 \uad00\ud55c \uace0\ucc30<\/strong><\/p>\n\n\n\n<p id=\"SE-da4b01c8-64db-4110-82fc-664c7fba7e2f\">\uc0bc\uc131\uc804\uc790 \ub178\uc870\uc758 \ud30c\uc5c5 \ucd94\uc9c4 \uacfc\uc815\uc5d0\uc11c \ub098\ud0c0\ub09c \ud589\ud0dc\ub4e4\uc740 \ub178\uc870 \ub0b4\ubd80\uc5d0\uc11c\ub3c4 \uc2ec\uac01\ud55c \uac08\ub4f1\uc744 \uc720\ubc1c\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc870\uc9c1 \uc804\uccb4\uc758 \uacbd\uc7c1\ub825\uc744 \uac09\uc544\uba39\ub294 &#8216;\ub0b4\ubd80\uc801 \uc790\uba78&#8217;\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. \ud2b9\ud788 \ud2b9\uc815 \uc0ac\uc5c5\ubd80 \uc911\uc2ec\uc758 \uc694\uad6c\uc640 \ube44\ubbfc\uc8fc\uc801\uc778 \uc6b4\uc601 \ubc29\uc2dd\uc740 MZ\uc138\ub300\ub97c \ud3ec\ud568\ud55c \ub2e4\uc218 \uc9c1\uc6d0\ub4e4\uc758 \ubc18\ubc1c\uc744 \uc0ac\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-db985add-95df-43f8-8189-2296e16ddb50\"><strong>\uc0ac\uc5c5\ubd80 \uac04 \ubd88\ud3c9\ub4f1\uacfc &#8216;\ub178\ub178(\u52de\u52de) \uac08\ub4f1&#8217;\uc758 \uc2ec\ud654<\/strong><\/p>\n\n\n\n<p id=\"SE-74ba2456-27db-4cc2-a7c8-e6119da12737\">\ub178\uc870\uc758 \uc694\uad6c\uc548\uc774 \ubc18\ub3c4\uccb4(DS) \ubd80\ubb38\uc758 \uc774\uc775\uc5d0 \ud3b8\uc911\ub418\uc5b4 \uc788\ub2e4\ub294 \ube44\ud310\uc774 \uc81c\uae30\ub418\uba74\uc11c, \uac00\uc804 \ubc0f \uc2a4\ub9c8\ud2b8\ud3f0(DX) \ubd80\ubb38 \uc9c1\uc6d0\ub4e4 \uc0ac\uc774\uc5d0\uc11c \uc18c\uc678\uac10\uacfc \ubd88\ub9cc\uc774 \ud655\uc0b0\ub418\uace0 \uc788\ub2e4. \uc2e4\uc81c\ub85c DX \ubd80\ubb38 \uc9c1\uc6d0\uc774 \uc57d 70%\ub97c \ucc28\uc9c0\ud558\ub294 \ud2b9\uc815 \ub178\uc870\ub294 &#8220;\uc131\uacfc\uc8fc\uc758 \uc6d0\uce59\uc5d0 \uc5b4\uae0b\ub09c\ub2e4&#8221;\uba70 \uacf5\ub3d9\ud22c\uc7c1 \ub300\uc5f4\uc5d0\uc11c \uc774\ud0c8\ud558\uc600\uace0, \ucd08\uae30\uc5c5\ub178\uc870 \ud648\ud398\uc774\uc9c0\uc5d0\ub294 \ud558\ub8e8 1,000\uac74 \uc774\uc0c1\uc758 \ud0c8\ud1f4 \uc694\uccad\uc774 \uc811\uc218\ub418\ub294 \ub4f1 \ub178\uc870\uc758 \ub300\ud45c\uc131\uc774 \ud754\ub4e4\ub9ac\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p id=\"SE-0a9cd1ad-ebdb-4f82-aa4b-055dc50d5a96\">\uc801\uc790\ub97c \ub0b4\uace0 \uc788\ub294 \uc0ac\uc5c5\ubd80\uc784\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uacbd\uc7c1\uc0ac\ubcf4\ub2e4 \ub192\uc740 \uc218\uc900\uc758 \uc131\uacfc\uae09\uc744 \ubcf4\uc7a5\ud558\ub77c\ub294 \uc694\uad6c\ub294 \uacbd\uc601\ud559\uc801\uc73c\ub85c &#8216;\ub3c4\ub355\uc801 \ud574\uc774&#8217;\uc5d0 \ud574\ub2f9\ud55c\ub2e4\ub294 \uc9c0\uc801\uc774\ub2e4. \ub178\uc870\uac00 \uc804\uccb4 \uc784\uc9c1\uc6d0\uc758 \ubcf4\ud3b8\uc801 \uc774\uc775\uc774 \uc544\ub2cc \ud2b9\uc815 \uc138\ub825\uc758 \ubaa9\uc18c\ub9ac\ub9cc\uc744 \ub300\ubcc0\ud558\uba74\uc11c \uc870\uc9c1 \ub0b4 \uc704\ud654\uac10\uc744 \uc870\uc131\ud558\uace0, \uacb0\uacfc\uc801\uc73c\ub85c &#8216;\uc6d0 \uc0bc\uc131(One Samsung)&#8217;\uc774\ub77c\ub294 \uc6d0\uce59\uc744 \uc2a4\uc2a4\ub85c \ubb34\ub108\ub728\ub9ac\uace0 \uc788\ub2e4\ub294 \ud3c9\uac00\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-c0de3e0d-0173-4e25-a186-a306cd5f51f8\"><strong>\ubc18\ubbfc\uc8fc\uc801 \uc7c1\uc758 \ud589\uc704\uc640 \uc724\ub9ac\uc801 \ube44\ub09c<\/strong><\/p>\n\n\n\n<p id=\"SE-41bac76c-b7e9-45e6-9476-e0d4e0c41332\">\ud30c\uc5c5 \ucc38\uc5ec\ub97c \uac15\uc81c\ud558\uae30 \uc704\ud574 \ub178\uc870 \uc9d1\ud589\ubd80\uac00 \ub0b4\ub193\uc740 \ubc1c\uc5b8\uacfc \uc870\uce58\ub4e4\uc740 \ub178\ub3d9\uc6b4\ub3d9\uc758 \uc815\ub2f9\uc131\uc744 \uc2a4\uc2a4\ub85c \ud6fc\uc190\ud558\uace0 \uc788\ub2e4. \ub178\uc870\ub294 \uc785\uc7a5\ubb38\uc744 \ud1b5\ud574 &#8220;\ucd1d\ud30c\uc5c5\uc5d0\uc11c \ub3d9\ub8cc\ub4e4\uc758 \ud5cc\uc2e0\uc744 \ubc29\ud574\ud55c\ub2e4\uba74 \ub354 \uc774\uc0c1 \ub3d9\ub8cc\ub85c \ubcf4\uae30 \uc5b4\ub835\ub2e4&#8221;\uba70 \ub3d9\ub8cc\ub4e4\uc744 \uc704\ud611\ud558\uac70\ub098, \ud30c\uc5c5 \ubd88\ucc38\uc790 \uba85\ub2e8(\ube14\ub799\ub9ac\uc2a4\ud2b8)\uc744 \uad00\ub9ac\ud558\uc5ec \uc778\uc0ac\uc0c1 \ubd88\uc774\uc775\uc744 \uc8fc\uaca0\ub2e4\ub294 \uc758\uc0ac\ub97c \ube44\uce5c \uac83\uc73c\ub85c \uc54c\ub824\uc838 \ud070 \ud30c\uc7a5\uc744 \uc77c\uc73c\ucf30\ub2e4. \uc774\ub294 \ub178\ub3d9\uc870\ud569\ubc95 \uc81c38\uc870\ub97c \uc815\uba74\uc73c\ub85c \uc704\ubc18\ud558\ub294 \ud589\uc704\uc77c \ubfd0\ub9cc \uc544\ub2c8\ub77c, \ud5cc\ubc95\uc0c1 \ubcf4\uc7a5\ub41c \ub178\ub3d9\uc790\uc758 &#8216;\ud30c\uc5c5\ud558\uc9c0 \uc54a\uc744 \uad8c\ub9ac&#8217;\uc640 &#8216;\uc591\uc2ec\uc758 \uc790\uc720&#8217;\ub97c \uce68\ud574\ud558\ub294 \ub3c5\uc7ac\uc801 \ud589\ud0dc\ub77c\ub294 \ube44\ud310\uc774\ub2e4.<\/p>\n\n\n\n<p id=\"SE-c4b4397c-8990-42c0-bca2-c757030bb5ef\">\ub354\uc6b1\uc774 \ub178\uc870 \uc77c\uac01\uc5d0\uc11c \uc0ac\uce21\uacfc \ud568\uaed8 \uc9c4\ud589\ud574 \uc624\ub358 \ud76c\uadc0\uc9c8\ud658 \uc544\ub3d9 \uae30\ubd80 \uc57d\uc815\uc744 \uc911\ub2e8\ud558\uace0 \uadf8 \uc7ac\uc6d0\uc744 \ub178\uc870\ube44\ub85c \ucda9\ub2f9\ud558\uc790\ub294 \uc6c0\uc9c1\uc784\uc774 \ud3ec\ucc29\ub41c \uac83\uc740 \ub178\uc870\uc758 \uc724\ub9ac\uc801 \uc218\uc900\uc5d0 \ub300\ud55c \uc2ec\uac01\ud55c \uc758\ubb38\uc744 \uc81c\uae30\ud558\uac8c \ub9cc\ub4e4\uc5c8\ub2e4. \uc774\ub7ec\ud55c \ud589\ud0dc\ub294 \uc0ac\ud68c\uc801 \ucc45\uc784\uc744 \ub2e4\ud574\uc57c \ud560 \uac70\ub300 \uae30\uc5c5 \ub178\uc870\uac00 \uc624\uc9c1 \uc790\uc2e0\ub4e4\uc758 \uae08\uc804\uc801 \uc774\ub4dd\uc744 \uc704\ud574 \ucd5c\uc18c\ud55c\uc758 \uc778\ub958\uc560\ub9c8\uc800 \uc800\ubc84\ub838\ub2e4\ub294 \ube44\ub09c\uc744 \ud53c\ud558\uae30 \uc5b4\ub835\uac8c \ud55c\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-bd4e9d7b-b49b-4141-bcdd-2cd08338d111\"><strong>\uae00\ub85c\ubc8c \ud328\uad8c \uacbd\uc7c1 \uc18d\uc5d0\uc11c\uc758 \uc804\ub7b5\uc801 \uc2e4\ucc45<\/strong><\/p>\n\n\n\n<p id=\"SE-1c719c9e-abdd-4112-9ae9-74d0832886f6\">\ud604\uc7ac \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 \uc778\uacf5\uc9c0\ub2a5(AI) \uae30\uc220\uc758 \ud3ed\ubc1c\uc801 \uc131\uc7a5\uc73c\ub85c \uc778\ud574 HBM\uacfc \ud30c\uc6b4\ub4dc\ub9ac \ubd84\uc57c\uc5d0\uc11c &#8216;\uc0dd\uc874\uc744 \uac74 \uc18d\ub3c4\uc804&#8217;\uc774 \ubc8c\uc5b4\uc9c0\uace0 \uc788\ub2e4. \uc774\ub7ec\ud55c \uc5c4\uc911\ud55c \uc2dc\uae30\uc5d0 \ub2e8\ud589\ub418\ub294 \ud30c\uc5c5\uc740 \uc0bc\uc131\uc804\uc790\uc758 \ubc1c\ubaa9\uc744 \uc7a1\ub294 \uac83\uc744 \ub118\uc5b4, \uacbd\uc7c1\uad6d\uacfc \uacbd\uc7c1 \uae30\uc5c5\uc5d0 \uc2b9\ub9ac\uc758 \uc5f4\uc1e0\ub97c \ub118\uaca8\uc8fc\ub294 \ud589\uc704\uc640 \ub2e4\ub984\uc5c6\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-80696448-9304-49c2-bf1d-56013830b3f9\"><strong>\uacbd\uc7c1\uc0ac(\ub9c8\uc774\ud06c\ub860, SK\ud558\uc774\ub2c9\uc2a4, TSMC)\uc758 \ubc18\uc0ac\uc774\uc775<\/strong><\/p>\n\n\n\n<p id=\"SE-096a5b67-c4e9-4480-a7ba-cb059aff5618\">\uc0bc\uc131\uc804\uc790\uac00 \ub178\uc0ac \uac08\ub4f1\uc774\ub77c\ub294 \ub0b4\ubd80 \uc9c4\ud1b5\uc5d0 \ube60\uc9c4 \uc0ac\uc774, \ubbf8\uad6d\uc758 \ub9c8\uc774\ud06c\ub860\uacfc \ud55c\uad6d\uc758 SK\ud558\uc774\ub2c9\uc2a4\ub294 HBM3e \ub4f1 \ucc28\uc138\ub300 \uc81c\ud488\uad70\uc5d0\uc11c \uc0bc\uc131\uc804\uc790\ub97c \uc55e\uc11c\ub098\uac00\uba70 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\ub2e4. \ud2b9\ud788 \ub9c8\uc774\ud06c\ub860\uc740 \uc0bc\uc131\uc804\uc790\uc758 \ud30c\uc5c5 \ub9ac\uc2a4\ud06c\uac00 \ubcf4\ub3c4\ub420 \ub54c\ub9c8\ub2e4 \uc8fc\uac00\uac00 \uae09\ub4f1\ud558\uba70 \uc2dc\uc7a5\uc758 \uae30\ub300\uac10\uc744 \ubc18\uc601\ud558\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p id=\"SE-24a4d583-aba1-4aab-bff8-15673b1b39a0\">\uae00\ub85c\ubc8c \ubd84\uc11d\uae30\uad00\uc778 \uc81c\ud504\ub9ac\uc2a4\uc640 JP\ubaa8\uac74\uc740 \uc0bc\uc131\uc804\uc790\uc758 \ud30c\uc5c5\uc774 \ud604\uc2e4\ud654\ub420 \uacbd\uc6b0 \uae00\ub85c\ubc8c \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc804\uccb4 \ucd9c\ud558\ub7c9\uc758 \uc57d 3%\uac00 \uc601\ud5a5\uc744 \ubc1b\uc744 \uac83\uc73c\ub85c \ubd84\uc11d\ud558\uba70, \uc774 \ubb3c\ub7c9\uc740 \uc989\uac01 \uacbd\uc7c1\uc0ac\ub4e4\ub85c \uc774\ub3d9\ud560 \uac83\uc774\ub77c\uace0 \uacbd\uace0\ud588\ub2e4. \ud55c \ubc88 \ube7c\uc557\uae34 \uc2dc\uc7a5 \uc810\uc720\uc728\uacfc \uace0\uac1d\uc0ac\uc758 \uc8fc\ubb38\uc744 \ub418\ucc3e\uc544\uc624\uae30 \uc704\ud574\uc11c\ub294 \uc218\uc2ed\uc870 \uc6d0\uc758 \ube44\uc6a9\uacfc \uc218\ub144\uc758 \uc2dc\uac04\uc774 \ud544\uc694\ud558\ub2e4\ub294 \uc810\uc5d0\uc11c, \uc774\ubc88 \ud30c\uc5c5\uc740 \uacbd\uc7c1\uc0ac\ub4e4\uc5d0\uac8c &#8216;\uc804\ub7b5\uc801 \uc120\ubb3c&#8217;\uc744 \uc548\uaca8\uc8fc\ub294 \ud589\uc704\uac00 \ub418\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-51283b94-fad3-4abd-89ba-b74bf529d8e0\"><strong>\uace0\uac1d\uc0ac \uc2e0\ub8b0\ub3c4 \ud558\ub77d\uacfc \uacf5\uae09\ub9dd \ub9ac\uc2a4\ud06c<\/strong><\/p>\n\n\n\n<p id=\"SE-d35ea8d3-5bda-4d43-85e9-d5f321b2749a\">\ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc5d0\uc11c \uac00\uc7a5 \uc911\uc694\ud55c \uac00\uce58\ub294 &#8216;\uc801\uc2dc \uacf5\uae09(Just-in-time delivery)&#8217;\uacfc &#8216;\uacf5\uae09\uc758 \uc548\uc815\uc131&#8217;\uc774\ub2e4. \uc5d4\ube44\ub514\uc544, AMD, \uc560\ud50c \ub4f1 \uae00\ub85c\ubc8c \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc740 \ud30c\uc5c5 \ub9ac\uc2a4\ud06c\uac00 \uc788\ub294 \uacf5\uae09\ucc98\ub97c \uae30\ud53c\ud558\ub294 \uacbd\ud5a5\uc774 \ub69c\ub837\ud558\ub2e4. \uc8fc\ud55c\ubbf8\uad6d\uc0c1\uacf5\ud68c\uc758\uc18c(AMCHAM)\ub294 \uc0bc\uc131\uc804\uc790\uc758 \uc0dd\uc0b0 \ucc28\uc9c8\uc774 \uae00\ub85c\ubc8c IT \uacf5\uae09\ub9dd\uc5d0 \uc7ac\uc559\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\ub2e4\uace0 \uc6b0\ub824\ud558\uba70, \uc774\ub294 \ud55c\uad6d\uc758 \uc7a5\uae30\uc801\uc778 \ud22c\uc790 \ub9e4\ub825\ub3c4\ub97c \ub5a8\uc5b4\ub728\ub824 \uc544\uc2dc\uc544 \uac70\uc810 \uc120\ud638\ub3c4 \uc21c\uc704\ub97c \ud558\ub77d\uc2dc\ud0ac \uac83\uc774\ub77c\uace0 \uacbd\uace0\ud588\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>\uacbd\uc7c1\uc0ac \ubc0f \uc2dc\uc7a5<\/td><td>\uc0bc\uc131\uc804\uc790 \ud30c\uc5c5\uc5d0 \ub530\ub978 \uc601\ud5a5 \ubc0f \ubc18\uc0ac\uc774\uc775 \ub0b4\uc6a9<\/td><td>\uad00\ub828 \ub370\uc774\ud130\/\ucd9c\ucc98<\/td><\/tr><tr><td>\ub9c8\uc774\ud06c\ub860 (Micron)<\/td><td>HBM \uc2dc\uc7a5 \uc810\uc720\uc728 \ud655\ub300 \ubc0f \uc8fc\uac00 \uae09\ub4f1 \uc218\ud61c<\/td><td>\uc8fc\uac00 \uc77c\uac04 6.5%, \uc6d4\uac04 75% \uc0c1\uc2b9<\/td><\/tr><tr><td>SK\ud558\uc774\ub2c9\uc2a4<\/td><td>HBM \ubd84\uc57c \uc8fc\ub3c4\uad8c \uac15\ud654 \ubc0f \uace0\uac1d\uc0ac \ubb3c\ub7c9 \ud655\ubcf4 \uc6b0\uc704<\/td><td>\uc2dc\uc7a5 \uc810\uc720\uc728 \uc57d 50% \uc810\uc720 \uc911<\/td><\/tr><tr><td>TSMC<\/td><td>\ud30c\uc6b4\ub4dc\ub9ac \uace0\uac1d\uc0ac\ub4e4\uc758 \uc548\uc815\uc801 \uacf5\uae09\ub9dd \uc120\ud638 \ud604\uc0c1 \uac15\ud654<\/td><td>\uae00\ub85c\ubc8c \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654 \ucd09\ubc1c<\/td><\/tr><tr><td>\uae00\ub85c\ubc8c \ube45\ud14c\ud06c<\/td><td>\ub0a9\uae30 \uc9c0\uc5f0\uc5d0 \ub530\ub978 \uc704\uc57d\uae08 \uccad\uad6c \ubc0f \uacf5\uae09\uc120 \uad50\uccb4 \uac80\ud1a0<\/td><td>\uc5d4\ube44\ub514\uc544, \uba54\ud0c0, \uad6c\uae00 \ub4f1<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-2f76ff9c-14b1-4716-8bd8-0d703492f186\"><strong>\uc0ac\ud68c\uc801 \uacf5\uac10\ub300 \uacb0\uc5ec\uc640 \uac01\uacc4\uc758 \ube44\ud310\uc801 \uc5ec\ub860<\/strong><\/p>\n\n\n\n<p id=\"SE-932c3437-4ee1-4609-bdad-3016c22b6ef7\">\uc0bc\uc131\uc804\uc790 \ub178\uc870\uc758 \ud30c\uc5c5\uc740 \uadf8 \uc815\ub2f9\uc131\uacfc \ud569\ub9ac\uc131 \uce21\uba74\uc5d0\uc11c \uc6b0\ub9ac \uc0ac\ud68c\uc758 \uad11\ubc94\uc704\ud55c \uc9c0\uc9c0\ub97c \uc5bb\uc9c0 \ubabb\ud558\uace0 \uc788\ub2e4. \uc624\ud788\ub824 &#8220;\ubc30\ubd80\ub978 \uc790\ub4e4\uc758 \ud22c\uc815&#8221;\uc774\ub77c\ub294 \ub0a0 \uc120 \ube44\ud310\uacfc \ud568\uaed8 \uad6d\uac00 \uacbd\uc81c\ub97c \ubcfc\ubaa8\ub85c \ud55c \ubb34\ucc45\uc784\ud55c \ud589\ubcf4\ub77c\ub294 \uc778\uc2dd\uc774 \uc9c0\ubc30\uc801\uc774\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-415bc243-a317-4a14-b05b-76c80b6cb8df\"><strong>\uad6d\ubbfc\uc801 \ub0c9\uc18c\uc640 \uc5ec\ub860\uc870\uc0ac \uacb0\uacfc<\/strong><\/p>\n\n\n\n<p id=\"SE-8310690a-7fcd-419c-baf5-3011faca9b15\">\ub9ac\uc5bc\ubbf8\ud130\uc640 \uc5d8\ub9bc\ub137 \ub098\uc6b0\uc564\uc11c\ubca0\uc774\uac00 \uc2e4\uc2dc\ud55c \uc5ec\ub860\uc870\uc0ac\uc5d0 \ub530\ub974\uba74, \uc6b0\ub9ac \uad6d\ubbfc 10\uba85 \uc911 \uc57d 7\uba85(69.3%)\uc740 \uc0bc\uc131\uc804\uc790 \ub178\uc870\uc758 \ud30c\uc5c5\uc774 \ubd80\uc801\uc808\ud558\ub2e4\uace0 \uc751\ub2f5\ud588\ub2e4. \ud2b9\ud788 \uc751\ub2f5\uc790\uc758 74.7%\ub294 \uc774\ubbf8 \uc0bc\uc131\uc804\uc790 \uc784\uc9c1\uc6d0\ub4e4\uc774 \ubc1b\ub294 \ubcf4\uc0c1 \uc218\uc900\uc774 \ub9e4\uc6b0 \ub192\ub2e4\uace0 \uc778\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \ubb34\ub9ac\ud55c \uc694\uad6c\uac00 \uad6d\uac00 \uc0b0\uc5c5 \uacbd\uc7c1\ub825\uc744 \uc57d\ud654\uc2dc\ud0ac \uac83\uc744 \uc6b0\ub824\ud558\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p id=\"SE-958df2d6-cd8e-4969-8c60-23b27c96b9c2\">\uc0ac\ud68c\uc801 \uc591\uadf9\ud654\uac00 \uc2ec\ud654\ub418\uace0 \ub300\ub2e4\uc218 \ub178\ub3d9\uc790\ub4e4\uc774 \uace0\ubb3c\uac00\uc640 \uacbd\uae30 \uce68\uccb4\ub85c \uace0\ud1b5\ubc1b\ub294 \uc2dc\uae30\uc5d0, \ucd5c\uace0 \uc218\uc900\uc758 \uc5f0\ubd09\uc744 \ubc1b\ub294 \uc774\ub4e4\uc774 \uc218\uc5b5 \uc6d0\uc758 \uc131\uacfc\uae09\uc744 \uc704\ud574 \ud30c\uc5c5\uc744 \uc120\ud0dd\ud55c \uac83\uc5d0 \ub300\ud574 \uc77c\ubc18 \ub300\uc911\uc740 \uac15\ud55c \uac70\ubd80\uac10\uc744 \ubcf4\uc774\uace0 \uc788\ub2e4. \uc778\ud130\ub137 \uae30\uc0ac \ub313\uae00 \ub4f1\uc5d0\uc11c &#8220;\uc774\uae30\uc8fc\uc758\uc790&#8221;, &#8220;\uc9d5\uae00\uc9d5\uae00\ud558\ub2e4&#8221;\ub294 \ud45c\ud604\uc774 \uc8fc\ub97c \uc774\ub8e8\ub294 \uac83\uc740 \uc774\ub7ec\ud55c \ubbfc\uc2ec\uc758 \ubc18\uc601\uc774\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-a97bf539-0391-4207-ae82-497aac5bbf84\"><strong>\uc815\ubd80 \ubc0f \uacbd\uc81c \uc804\ubb38\uac00\uc758 \uacbd\uace0<\/strong><\/p>\n\n\n\n<p id=\"SE-e7bd48e3-13f3-4880-984d-96766ef698f3\">\uace0\uc6a9\ub178\ub3d9\ubd80 \uc7a5\uad00\uc740 \uc0bc\uc131\uc804\uc790 \ub178\uc0ac\ub97c \ud5a5\ud574 &#8220;\uad6d\ubbfc\ub4e4\uc758 \uac71\uc815 \uc5b4\ub9b0 \uc2dc\uc120\uc744 \uc778\uc2dd\ud574\uc57c \ud55c\ub2e4&#8221;\uba70 \uc774\ub840\uc801\uc73c\ub85c \uac15\ub3c4 \ub192\uc740 \uc4f4\uc18c\ub9ac\ub97c \ub0c8\ub2e4. \uc815\ubd80\ub294 \uc0bc\uc131\uc804\uc790\uc758 \uc131\uc7a5\uc774 \ub2e8\uc21c\ud788 \uae30\uc5c5\ub9cc\uc758 \ub178\ub825\uc774 \uc544\ub2c8\ub77c \uad6d\ubbfc\ub4e4\uc758 \uc138\uae08\uc73c\ub85c \uc9c0\uc6d0\ub41c \uc778\ud504\ub77c, \uc815\ubd80\uc758 \uc815\ucc45\uc801 \uc9c0\uc6d0, \uc5f0\uad6c\uac1c\ubc1c \ud22c\uc790, \uc9c0\uc5ed \uc8fc\ubbfc\ub4e4\uc758 \ud611\uc870\uac00 \uc788\uc5c8\uae30\uc5d0 \uac00\ub2a5\ud588\ub2e4\ub294 \uc810\uc744 \uac15\uc870\ud558\uba70 \ub178\uc870\uc758 \uc0ac\ud68c\uc801 \ucc45\uc784\uc744 \ucd09\uad6c\ud588\ub2e4.<\/p>\n\n\n\n<p id=\"SE-44b59f67-217e-40fb-b074-d465610f38d1\">\uacbd\uc81c \uc804\ubb38\uac00\ub4e4\uc740 \ud604\uc7ac\uc758 \uc131\uacfc\uae09 \uac08\ub4f1\uc774 &#8216;\ubd84\ubc30&#8217;\uc5d0\ub9cc \ud568\ubab0\ub418\uc5b4 &#8216;\uc0dd\uc874 \uc804\ub7b5&#8217;\uc744 \ub193\uce58\uace0 \uc788\ub2e4\uace0 \uc9c4\ub2e8\ud55c\ub2e4. \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc740 \ud638\ud669\uc740 \uc9e7\uace0 \ubd88\ud669\uc740 \uae38\uba70, \ud55c \ubc88 \ub4a4\ucc98\uc9c0\uba74 \ud68c\ubcf5\uc774 \ubd88\uac00\ub2a5\ud55c \uad6c\uc870\uc778\ub370 \ub178\uc870\uac00 \uc9c0\uae08\uc758 \uc774\uc775\uc744 \ubaa8\ub450 \uc18c\uc9c4\ud558\ub824 \ub4dc\ub294 \uac83\uc740 &#8216;\ud669\uae08\uc54c\uc744 \ub0b3\ub294 \uac70\uc704\uc758 \ubc30\ub97c \uac00\ub974\ub294 \ud589\uc704&#8217;\uc640 \ub2e4\ub984\uc5c6\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4. \uc774\uc885\ud6c8 \uba85\uc9c0\ub300 \uba85\uc608\uad50\uc218\ub294 \ud55c \uae30\uc5c5\uc758 \ub2e8\uae30\uc801\uc774\uace0 \uacfc\ub3c4\ud55c \ubcf4\uc0c1\uc774 \uacbd\uc81c \uc804\uccb4\uc758 \uade0\ud615\uc744 \ubb34\ub108\ub728\ub9b4 \uc218 \uc788\uc74c\uc744 \uacbd\uace0\ud558\uba70, \ub178\uc0ac \uc790\uc728 \ud574\uacb0\uc774 \ubd88\uac00\ub2a5\ud560 \uacbd\uc6b0 \uae34\uae09\uc870\uc815\uad8c \ubc1c\ub3d9 \ub4f1\uc758 \uad6d\uac00\uc801 \uac1c\uc785\uc774 \ubd88\uac00\ud53c\ud560 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud588\ub2e4.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p id=\"SE-abf1f164-32de-43b3-a915-542c429c1012\"><strong>\uc9c0\uc18d \uac00\ub2a5\ud55c \ubbf8\ub798\ub97c \uc704\ud55c 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