{"id":15612,"date":"2025-02-25T16:26:17","date_gmt":"2025-02-25T07:26:17","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=15612"},"modified":"2025-02-25T16:26:17","modified_gmt":"2025-02-25T07:26:17","slug":"%e7%be%8e-%ec%a0%9c%ec%9e%ac-%ec%86%8d-%ed%99%94%ec%9b%a8%ec%9d%b4-ai-%ec%b9%a9-%ec%a0%9c%ec%a1%b0-%ea%b8%b0%ec%88%a0-%ea%b0%9c%ec%84%a0-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84%ec%99%80","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=15612","title":{"rendered":"\u7f8e \uc81c\uc7ac \uc18d \ud654\uc6e8\uc774, AI \uce69 \uc81c\uc870 \uae30\uc220 \uac1c\uc120\u2026 \uc5d4\ube44\ub514\uc544\uc640 \uacbd\uc7c1 \ubcf8\uaca9\ud654"},"content":{"rendered":"<h3>| \ud654\uc6e8\uc774, AI \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \uc218\uc728 20%\uc5d0\uc11c 40%\ub85c \ud5a5\uc0c1\u2026&#8221;\uc0c1\uc6a9\ud654 \uac00\ub2a5\uc131 \ub192\uc544&#8221;<br \/>\n| AI \uce69 \uc0dd\uc0b0\ub7c9 \uc99d\uac00\u2026 \uc62c\ud574 910C 10\ub9cc\uac1c \uc0dd\uc0b0 \uacc4\ud68d<\/h3>\n<p><strong>&lt;\uac1c\uc694&gt;<\/strong><br \/>\n\ud654\uc6e8\uc774\uac00 \ucd5c\uc2e0 AI \ubc18\ub3c4\uccb4 \uce69\uc758 \uc0dd\uc0b0 \uc218\uc728\uc744 20%\uc5d0\uc11c 40%\ub85c \ub192\uc600\uace0, \uc0dd\uc0b0\ub7c9\ub3c4 \ud655\ub300\ud560 \uacc4\ud68d\uc784. \ud30c\uc774\ub0b8\uc15c\ud0c0\uc784\uc2a4(FT)\ub294 25\uc77c(\ud604\uc9c0\uc2dc\uac01) <a href=\"https:\/\/www.ft.com\/content\/f46b7f6d-62ed-4b64-8ad7-2417e5ab34f6\">\ubcf4\ub3c4<\/a>\ub97c \ud1b5\ud574 \ud654\uc6e8\uc774\uac00 AI \uce69 \uc0dd\uc0b0 \ud6a8\uc728\uc744 \uac1c\uc120\ud588\uace0, \uc5d4\ube44\ub514\uc544\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc77c\ubd80 \uac00\uc838\uc624\uae30 \uc704\ud55c \ub178\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\ub2e4\uace0 \uc804\ud588\uc74c. \uc911\uad6d \ub0b4 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 AI \ubc18\ub3c4\uccb4 \uac1c\ubc1c\uc744 \uc704\ud55c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ub192\uc774\uace0 \uc788\uace0, \ud654\uc6e8\uc774\ub3c4 \uc911\uad6d\ubc18\ub3c4\uccb4\uc81c\uc870\uad6d(Semiconductor Manufacturing International Corporation, SMIC)\uacfc \ud611\ub825\ud574 \uc81c\uc870\ub97c \uc9c4\ud589\ud558\uace0 \uc788\uc74c.<\/p>\n<p><strong>&lt;\uc138\ubd80\ub0b4\uc5ed&gt;<\/strong><br \/>\nFT\uc5d0 \ub530\ub974\uba74 \ud654\uc6e8\uc774\ub294 \ucd5c\uc2e0 AI \ubc18\ub3c4\uccb4 \uc5b4\uc13c\ub4dc 910C(Ascend 910C) \ud504\ub85c\uc138\uc11c\uc758 \uc0dd\uc0b0 \uc218\uc728\uc744 40%\uae4c\uc9c0 \ub04c\uc5b4\uc62c\ub838\uc74c. \uc774\ub294 \uc791\ub144 20% \uc218\uc900\uc5d0\uc11c \ub450 \ubc30 \uc99d\uac00\ud55c \uc218\uce58\ub85c, \uc0c1\uc6a9\ud654\uac00 \uac00\ub2a5\ud55c \ub2e8\uacc4\uc5d0 \uc811\uc5b4\ub4e4\uc5c8\ub2e4\ub294 \ud3c9\uac00\ub97c \ubc1b\uace0 \uc788\uc74c. \uc5c5\uacc4\uc5d0\uc11c\ub294 \ud5a5\ud6c4 \uc218\uc728\uc744 60%\uae4c\uc9c0 \ub192\uc774\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \uc0bc\uace0 \uc788\ub2e4\uace0 \ubd84\uc11d\ud588\uc74c.<\/p>\n<p>\ud654\uc6e8\uc774\ub294 2020\ub144 \ubbf8\uad6d\uc758 \uc81c\uc7ac\ub85c \uc778\ud574 \ub300\ub9cc TSMC\ub85c\ubd80\ud130 \ucca8\ub2e8 \uce69 \uc81c\uc870 \uc9c0\uc6d0\uc744 \ubc1b\uc744 \uc218 \uc5c6\uac8c \ub410\uc74c. \uc774\uc5d0 \ub530\ub77c \uc911\uad6d \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5\uccb4 SMIC\uc640 \ud611\ub825\ud574 AI \uce69 \uc0dd\uc0b0\uc744 \uc774\uc5b4\uac00\uace0 \uc788\uc74c. <a href=\"https:\/\/www.sanctionlab.com\/?p=13985\">SMIC<\/a>\ub294 \ud604\uc7ac N+2 \uacf5\uc815\uc744 \ud65c\uc6a9\ud558\uace0 \uc788\uace0, \uc774\ub294 \uae30\uc874 7\ub098\ub178\ubbf8\ud130(\u339a) \uacf5\uc815\uacfc \uc720\uc0ac\ud55c \uc218\uc900\uc758 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uae30\uc220\ub85c \ud3c9\uac00\ub418\uace0 \uc788\uc74c. N+2 \uacf5\uc815\uc740 \uadf9\uc790\uc678\uc120(EUV) \ub178\uad11 \uc7a5\ube44 \uc5c6\uc774\ub3c4 \ubbf8\uc138\ud55c \ud68c\ub85c\ub97c \uad6c\ud604\ud558\ub294 \uae30\uc220\ub85c, \uae30\uc874\uc758 \uc2ec\uc790\uc678\uc120(DUV, Deep Ultraviolet) \uc7a5\ube44\ub97c \ud65c\uc6a9\ud558\uace0 \uc788\uc74c. \uadf8\ub7ec\ub098 EUV \uae30\uc220\uc744 \uc0ac\uc6a9\ud55c TSMC, \uc0bc\uc131\uc804\uc790\uc758 5\ub098\ub178\ubbf8\ud130(\u339a) \uc774\ud558 \uacf5\uc815\uc5d0 \ube44\ud558\uba74 \uc218\uc728\uacfc \uc131\ub2a5 \uba74\uc5d0\uc11c \ud55c\uacc4\uac00 \uc788\uc74c.<\/p>\n<p>\ubbf8\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c\ub85c \uc778\ud574 \ub124\ub35c\ub780\ub4dc \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc5c5\uccb4 ASML\uc758 \ucd5c\uc2e0 EUV(Extreme Ultraviolet) \uc7a5\ube44\ub97c \ub3c4\uc785\ud560 \uc218 \uc5c6\ub294 \uc0c1\ud669\uc5d0\uc11c\ub3c4, \ud654\uc6e8\uc774\ub294 DUV \uae30\ubc18 \uc81c\uc870 \uacf5\uc815\uc744 \ucd5c\uc801\ud654\ud574 AI \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc744 \ud655\ub300\ud558\uace0 \uc788\uc74c. \ud654\uc6e8\uc774\ub294 \uc62c\ud574 910C \ud504\ub85c\uc138\uc11c 10\ub9cc\uac1c, 910B \uce69 30\ub9cc\uac1c\ub97c \uc0dd\uc0b0\ud560 \uacc4\ud68d\uc744 \uc138\uc6e0\uace0, \uc774\ub294 \uc9c0\ub09c\ud574 910B 20\ub9cc\uac1c \uc0dd\uc0b0 \ub300\ube44 2\ubc30\ub85c \uc99d\uac00\ud55c \uc218\uce58\uc784.<\/p>\n<p>\ud654\uc6e8\uc774\uc758 \uc0dd\uc0b0 \uc218\uc728 \uac1c\uc120\uacfc AI \uce69 \uc0dd\uc0b0 \ud655\ub300\ub294 \uc911\uad6d \ub0b4\uc5d0\uc11c\ub3c4 \uc911\uc694\ud55c \uae30\uc220 \ubc1c\uc804\uc73c\ub85c \ud3c9\uac00\ub418\uace0 \uc788\uc74c. \uc2dc\uc9c4\ud551 \uc911\uad6d \uad6d\uac00\uc8fc\uc11d\uc740 \uc9c0\ub09c\uc8fc \ud654\uc6e8\uc774 \ucc3d\ub9bd\uc790 \ub7f0\uc815\ud398\uc774\uc640 \ub9cc\ub09c \uc790\ub9ac\uc5d0\uc11c &#8220;\uc911\uad6d\uc758 \ubc18\ub3c4\uccb4 \uae30\uc220\uc774 \ubc1c\uc804\ud558\uace0 \uc788\uace0, \ud575\uc2ec \uae30\uc220 \ubd84\uc57c\uc5d0\uc11c\ub3c4 \uc810\uc810 \ub354 \uacbd\uc7c1\ub825\uc744 \uac16\ucdb0\uac00\uace0 \uc788\ub2e4&#8221;\uace0 \ud3c9\uac00\ud588\uace0, \uc774\ub97c \ub450\uace0 \uc911\uad6d \ub0b4\uc5d0\uc11c\ub294 \ubc18\ub3c4\uccb4 \ubd84\uc57c\uc5d0\uc11c \uae30\uc220 \uc790\ub9bd\uc744 \ud5a5\ud55c \uc758\ubbf8 \uc788\ub294 \uc9c4\uc804\uc774\ub77c\ub294 \ubd84\uc11d\uc774 \ub098\uc624\uace0 \uc788\uc74c. \uc911\uad6d \uc815\ubd80\ub3c4 \uae30\uc5c5\ub4e4\uc774 \uc5d4\ube44\ub514\uc544 \uc81c\ud488 \ub300\uc2e0 \ud654\uc6e8\uc774\uc758 \uce69\uc744 \ub354 \ub9ce\uc774 \uc0ac\uc6a9\ud560 \uac83\uc744 \uc7a5\ub824\ud558\uace0 \uc788\uc74c.<\/p>\n<p>\uadf8\ub7ec\ub098 \uc5d4\ube44\ub514\uc544\ub294 \uc5ec\uc804\ud788 \uc911\uad6d AI \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc5d0\uc11c \uc911\uc694\ud55c \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc74c. \ucee8\uc124\ud305\uc5c5\uccb4 \uc138\ubbf8\uc560\ub110\ub9ac\uc2dc\uc2a4(SemiAnalysis)\uc5d0 \ub530\ub974\uba74, \uc5d4\ube44\ub514\uc544\ub294 \uc791\ub144 \uc911\uad6d\uc5d0\uc11c 100\ub9cc\uac1c \uc774\uc0c1\uc758 H20 \uce69\uc744 \ud310\ub9e4\ud558\uba70 120\uc5b5\ub2ec\ub7ec(\uc57d 17\uc870\uc6d0)\uc758 \ub9e4\ucd9c\uc744 \uae30\ub85d\ud55c \uac83\uc73c\ub85c \ucd94\uc815\ub428. \ud654\uc6e8\uc774\uac00 \uc5d4\ube44\ub514\uc544\uc758 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4\ub97c \ub300\uccb4\ud560 \uc218 \uc788\ub294 \uc194\ub8e8\uc158\uc744 \uac1c\ubc1c\ud558\ub294 \uac83\uc774 \uc911\uc694\ud55c \uacfc\uc81c\ub85c \ub0a8\uc544 \uc788\uc74c.<\/p>\n<p><strong>&lt;\uc2dc\uc0ac\uc810&gt;<\/strong><br \/>\n\ud654\uc6e8\uc774\uc758 AI \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ud6a8\uc728\uc774 \ub192\uc544\uc9c0\uba74\uc11c \ubc18\ub3c4\uccb4 \uc5c5\uacc4\uc758 \uacbd\uc7c1\uc774 \ub354 \uce58\uc5f4\ud574\uc9c8 \uac83\uc73c\ub85c \ubcf4\uc784. \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc0dd\uc0b0 \uae30\uc220\uc744 \uac1c\uc120\ud558\uace0 \uc788\uc73c\uba70, AI \uce69 \uc2dc\uc7a5\uc5d0\uc11c\ub3c4 \uacbd\uc7c1\uc774 \uc2ec\ud654\ub418\uace0 \uc788\uc74c. \ud2b9\ud788, \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4 \uad6c\ucd95\uc774 \uc911\uc694\ud55c \uacfc\uc81c\ub85c \ub0a8\uc544 \uc788\uc73c\uba70, \ud654\uc6e8\uc774\uac00 \uc5d4\ube44\ub514\uc544\uc758 \uae30\uc220\uc744 \ub530\ub77c\uc7a1\uc744 \uc218 \uc788\uc744\uc9c0\uac00 \ud575\uc2ec \uad00\uac74\uc784. \ud55c\ud3b8, \ubbf8\uad6d\uc758 \uc218\ucd9c \uaddc\uc81c\uac00 \uacc4\uc18d\ub418\uba74\uc11c \ubc18\ub3c4\uccb4 \uae30\uc220 \uacbd\uc7c1\uc740 \ub354\uc6b1 \uaca9\ud654\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub428.<\/p>\n<p>(1\ub2ec\ub7ec=1431\uc6d0)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>| \ud654\uc6e8\uc774, AI \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \uc218\uc728 20%\uc5d0\uc11c 40%\ub85c \ud5a5\uc0c1\u2026&#8221;\uc0c1\uc6a9\ud654 \uac00\ub2a5\uc131 \ub192\uc544&#8221; | AI \uce69 \uc0dd\uc0b0\ub7c9 \uc99d\uac00\u2026 \uc62c\ud574 910C 10\ub9cc\uac1c \uc0dd\uc0b0 \uacc4\ud68d &lt;\uac1c\uc694&gt; \ud654\uc6e8\uc774\uac00 \ucd5c\uc2e0 AI \ubc18\ub3c4\uccb4 \uce69\uc758 \uc0dd\uc0b0 \uc218\uc728\uc744 20%\uc5d0\uc11c 40%\ub85c \ub192\uc600\uace0, \uc0dd\uc0b0\ub7c9\ub3c4 \ud655\ub300\ud560 \uacc4\ud68d\uc784. \ud30c\uc774\ub0b8\uc15c\ud0c0\uc784\uc2a4(FT)\ub294 25\uc77c(\ud604\uc9c0\uc2dc\uac01) \ubcf4\ub3c4\ub97c \ud1b5\ud574 \ud654\uc6e8\uc774\uac00 AI \uce69 \uc0dd\uc0b0 \ud6a8\uc728\uc744 \uac1c\uc120\ud588\uace0, \uc5d4\ube44\ub514\uc544\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc77c\ubd80 \uac00\uc838\uc624\uae30 \uc704\ud55c \ub178\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\ub2e4\uace0 \uc804\ud588\uc74c. [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":9052,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[607,4,612,614],"tags":[100,114,261,745],"class_list":{"0":"post-15612","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ai-coin","8":"category-sanction","9":"category-usa","10":"category-china","11":"tag-ai","12":"tag-114","13":"tag-261","14":"tag-745"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u7f8e \uc81c\uc7ac \uc18d \ud654\uc6e8\uc774, AI \uce69 \uc81c\uc870 \uae30\uc220 \uac1c\uc120\u2026 \uc5d4\ube44\ub514\uc544\uc640 \uacbd\uc7c1 \ubcf8\uaca9\ud654 SanctionLab<\/title>\n<meta name=\"description\" content=\"\ud654\uc6e8\uc774\uac00 \ucd5c\uc2e0 AI \ubc18\ub3c4\uccb4 \uce69\uc758 \uc0dd\uc0b0 \uc218\uc728\uc744 20%\uc5d0\uc11c 40%\ub85c \ub192\uc600\uace0, \uc0dd\uc0b0\ub7c9\ub3c4 \ud655\ub300\ud560 \uacc4\ud68d\uc784. \ud30c\uc774\ub0b8\uc15c\ud0c0\uc784\uc2a4(FT)\ub294 25\uc77c(\ud604\uc9c0\uc2dc\uac01) \ubcf4\ub3c4\ub97c \ud1b5\ud574 \ud654\uc6e8\uc774\uac00 AI \uce69 \uc0dd\uc0b0 \ud6a8\uc728\uc744 \uac1c\uc120\ud588\uace0, \uc5d4\ube44\ub514\uc544\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc77c\ubd80 \uac00\uc838\uc624\uae30 \uc704\ud55c \ub178\ub825\uc744 \uac15\ud654\ud558\uace0.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sanctionlab.com\/?p=15612\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u7f8e \uc81c\uc7ac \uc18d \ud654\uc6e8\uc774, AI \uce69 \uc81c\uc870 \uae30\uc220 \uac1c\uc120\u2026 \uc5d4\ube44\ub514\uc544\uc640 \uacbd\uc7c1 \ubcf8\uaca9\ud654 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content=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/01\/Huawei_Beijing_Research_Institute_Building_Q10.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"\ubb38\uc138\ud615 \ucee8\uc124\ud134\ud2b8\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\uae00\uc4f4\uc774\" \/>\n\t<meta name=\"twitter:data1\" content=\"\ubb38\uc138\ud615 \ucee8\uc124\ud134\ud2b8\" \/>\n\t<meta name=\"twitter:label2\" content=\"\uc608\uc0c1 \ub418\ub294 \ud310\ub3c5 \uc2dc\uac04\" \/>\n\t<meta name=\"twitter:data2\" content=\"3\ubd84\" \/>\n<script type=\"application\/ld+json\" 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