{"id":21822,"date":"2025-04-03T10:20:25","date_gmt":"2025-04-03T01:20:25","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=21822"},"modified":"2025-04-04T12:38:10","modified_gmt":"2025-04-04T03:38:10","slug":"%ed%95%9c%ec%88%a8%eb%8f%8c%eb%a6%b0-%ec%82%bc%ec%84%b1%c2%b7sk-%ec%a4%91%ea%b5%ad%c2%b7%eb%8c%80%eb%a7%8c-%ec%97%ac%ed%8c%8c%ec%97%90-%eb%b3%b4%ec%a1%b0%ea%b8%88-%ed%98%91%ec%83%81-%ea%b3%a0","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=21822","title":{"rendered":"\ud55c\uc228\ub3cc\ub9b0 \uc0bc\uc131\u00b7SK? \uc911\uad6d\u00b7\ub300\ub9cc \uc5ec\ud30c\uc5d0 \ubcf4\uc870\uae08 \ud611\uc0c1 ‘\uace0\uc2ec’"},"content":{"rendered":"

|\ubbf8\uad6d \uc9c1\uc218\ucd9c \ubb3c\ub7c9 \ube44\uc911 \uc81c\ud55c\uc801, \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839 \ud604\uc9c0 \ud22c\uc790 \uc555\ubc15 ‘\ubd80\ub2f4’<\/h3>\n

\ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc774 2\uc77c(\ud604\uc9c0\uc2dc\uac04) \uc0c1\ud638\uad00\uc138 \ubd80\uacfc\ub97c \ubc1c\ud45c\ud588\ub2e4. \uc6b0\ub9ac\ub098\ub77c \ucd5c\ub300 \ud6a8\uc790 \uc218\ucd9c \uc0c1\ud488\uc778 \ubc18\ub3c4\uccb4\ub294 \uc0c1\ud638\uad00\uc138 \ubd80\uacfc \ud488\ubaa9\uc5d0\uc11c \uc77c\ub2e8 \uc81c\uc678\ub418\uba74\uc11c \ud55c\uc228\uc744 \ub3cc\ub9ac\uac8c \ub410\ub2e4.<\/p>\n

\ub2e4\ub9cc \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc544\uc9c1 \uae34\uc7a5\uc758 \ub048\uc744 \ub193\uce58 \uc54a\uace0 \uc0c1\ud669\uc744 \uc608\uc758\uc8fc\uc2dc\ud558\uace0 \ud558\uace0 \uc788\ub2e4. \ubbf8\uad6d\uc5d0 \uc9c1\uc218\ucd9c\ud558\ub294 \ubb3c\ub7c9\uc740 \ub9ce\uc9c0 \uc54a\uc9c0\ub9cc \ucd5c\ub300 \uc218\ucd9c\uc774 \uc99d\uac00\ud55c \ub300\ub9cc\uc5d0 \ub300\ud55c \uad00\uc138\uac00 30%\ub97c \uc6c3\ub3cc\uc544 \uac04\uc811\uc801\uc778 \uc5ec\ud30c\uac00 \ubd88\uac00\ud53c\ud560 \uc804\ub9dd\uc774\ub2e4. \uc720\ubd88\ub9ac\ub97c \uc911\uc810\uc73c\ub85c \ud55c \uc804\ub7b5 \ubcc0\ud654\uac00 \ud544\uc694\ud574\uc84c\ub2e4.<\/p>\n

\uc5ec\uae30\uc5d0 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \ubcf4\uc870\uae08 \uc9c0\uae09\uc744 \ucca0\ud68c\ud558\uaca0\ub2e4\uace0 \uc9c0\uc18d\uc801\uc73c\ub85c \uc5b8\uae09\ud558\ub294 \uc810\ub3c4 \ub09c\uac10\ud55c \ub300\ubaa9\uc774\ub2e4. \ubc18\ub3c4\uccb4\ub97c \uc0c1\ud638\uad00\uc138 \ud488\ubaa9\uc5d0\uc11c \uc81c\uc678\ud558\uba74\uc11c \ubcf4\uc870\uae08 \ucca0\ud68c \ubc29\uce68\uc744 \uc2e4\ud589\ud558\uace0 \ucd94\uac00 \ud22c\uc790 \ud611\uc0c1 \uce74\ub4dc\ub85c \ub0b4\ubc00 \uac00\ub2a5\uc131\uc774 \ub354 \ucee4\uc84c\ub2e4.<\/p>\n

\u25c7\ubc18\ub3c4\uccb4 \uc0c1\ud638\uad00\uc138 \ud488\ubaa9 \uc81c\uc678, \ubbf8\uad6d \uc9c1\uc218\ucd9c \ube44\uc911 \ud06c\uc9c0 \uc54a\uc544<\/strong><\/p>\n

\ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \uc774\ub2ec 2\uc77c \uc624\ud6c4(\ud604\uc9c0\uc2dc\uac04) \ubc31\uc545\uad00 \ub85c\uc988\uac00\ub4e0\uc5d0\uc11c \uc0c1\ud638\uad00\uc138 \ubd80\uacfc \ubc29\uce68\uc744 \ubc1c\ud45c\ud588\ub2e4. \uad6d\uac00\ubcc4 \uad00\uc138\uc728\uc744 \uacf5\ud45c\ud55c \uac00\uc6b4\ub370 \ud55c\uad6d\uc740 25%\uc758 \uc0c1\ud638\uad00\uc138\ub97c \ubd80\uacfc\ud55c\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n

\ub2e4\ub9cc \ubc31\uc545\uad00\uc774 \uacf5\uc2dd\uc790\ub8cc\ub85c \ub0b4\ub193\uc740 \ud329\ud2b8\uc2dc\ud2b8(Fact Sheet)\uc5d0 \ub530\ub974\uba74 \ubaa8\ub4e0 \ud488\ubaa9\uc5d0 \ub300\ud574 \ub3d9\uc77c\ud55c \uad00\uc138\uac00 \ub9e4\uaca8\uc9c0\ub294 \uac83\uc740 \uc544\ub2c8\ub2e4. \uc0c1\ud638\uad00\uc138\ub97c \uc801\uc6a9\ubc1b\uc9c0 \uc54a\ub294\ub2e4\uace0 \ubc1d\ud78c \ud488\ubaa9\uc73c\ub85c\ub294 \u25b3\ubb34\uc5ed\ubc95 232\uc870\uc5d0 \ub530\ub77c \uad00\uc138\uac00 \ubd80\uacfc\ub41c \ucca0\uac15\u00b7\uc54c\ub8e8\ubbf8\ub284\uacfc \uc790\ub3d9\ucc28\u00b7\uc790\ub3d9\ucc28 \ubd80\ud488 \u25b3\uad6c\ub9ac, \uc758\uc57d\ud488, \ubc18\ub3c4\uccb4, \ubaa9\uc7ac \u25b3\uc55e\uc73c\ub85c \ubb34\uc5ed\ubc95 232\uc870\uc5d0 \ub530\ub77c \uc801\uc6a9\uc744 \ubc1b\uc744 \uc218 \uc788\ub294 \ubaa8\ub4e0 \ud488\ubaa9 \u25b3\uadc0\uae08\uc18d(\uae08\uad34) \u25b3\ubbf8\uad6d\uc5d0\uc11c \ud655\ubcf4\ud560 \uc218 \uc5c6\ub294 \uc5d0\ub108\uc9c0\uc640 \ud2b9\uc815 \uad11\ubb3c \uc790\uc6d0 \ub4f1\uc774 \uc788\ub2e4.<\/p>\n

\"\"<\/div>\n

\uc77c\ub2e8 \ubc18\ub3c4\uccb4\uac00 \uc81c\uc678\ub418\uba74\uc11c \uad6d\ub0b4 \uad00\ub828 \uae30\uc5c5\ub4e4\uc740 \uc548\ub3c4\uc758 \ud55c\uc228\uc744 \uc26c\uac8c \ub410\ub2e4. \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uac00 \ubbf8\uad6d\uc73c\ub85c \uc9c1\uc218\ucd9c\ud558\ub294 \ubb3c\ub7c9\uc774 \uad00\uc138 \ubd80\uacfc\uc758 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubc1b\ub294\ub2e4. \uc9c0\ub09c\ud574 \ubbf8\uad6d \uc9c1\uc218\ucd9c \ubb3c\ub7c9\uc774 \uc99d\uac00\ud558\uae30\ub294 \ud588\uc9c0\ub9cc \uae00\ub85c\ubc8c \uc804\uccb4\ub85c \ubd24\uc744 \ub54c \ube44\uc911\uc774 \uac00\uc7a5 \ud06c\uc9c0\ub294 \uc54a\ub2e4.<\/p>\n

\uc0b0\uc5c5\ud1b5\uc0c1\uc790\uc6d0\ubd80\uc640 \ud55c\uad6d\ubb34\uc5ed\ud611\ud68c\uc5d0 \ub530\ub974\uba74 2024\ub144 \ubc18\ub3c4\uccb4 \uc218\ucd9c\uc561\uc740 1419\uc5b5\ub2ec\ub7ec(208\uc8706781\uc5b5\uc6d0)\uc774\ub2e4. \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uac00 \uac00\uc7a5 \ub9ce\uc740 \uc218\ucd9c\uc744 \ud558\ub294 \uad6d\uac00\ub294 \uc911\uad6d\uc774\ub2e4. \uc911\uad6d\uacfc \ud64d\ucf69\uc744 \ub354\ud558\uba74 50% \ucd08\ubc18\ub300 \uc218\uc900\uc744 \ub098\ud0c0\ub0c8\ub2e4. \ubbf8\uad6d \uc218\ucd9c\uc774 \ucc28\uc9c0\ud558\ub294 \ube44\uc911\uc740 7.2%\ub2e4. 2020\ub144\uc758 7.5%\uc640 \ud070 \ucc28\uc774\uac00 \uc5c6\ub2e4.<\/p>\n

\ucd5c\uadfc \uae09\uaca9\ud788 \uc218\ucd9c\ub7c9\uc774 \ub298\uc5b4\ub09c \uad6d\uac00\ub294 \ub300\ub9cc\uc774\ub2e4. \uc774\ub294 SK\ud558\uc774\ub2c9\uc2a4\uac00 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\uc5d0 \ubcf4\ub0b4\uba74 TSMC\uc5d0\uc11c \ud328\ud0a4\uc9d5\ud574 \ubbf8\uad6d \uc5d4\ube44\ub514\uc544\ub85c \uc218\ucd9c\ud558\ub294 \uad6c\uc870\uc774\uae30 \ub54c\ubb38\uc774\ub2e4. \uc0bc\uc131\uc804\uc790 \uc5ed\uc2dc \ub9c8\ucc2c\uac00\uc9c0\ub2e4. \ub300\ub9cc \uc218\ucd9c\uc740 \uc791\ub144 15% \uc218\uc900\uc744 \ub098\ud0c0\ub0b4\uba70 2020\ub144\ubcf4\ub2e4 2\ubc30 \uc774\uc0c1 \ube44\uc911\uc774 \uc62c\ub77c\uac14\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc0ac\uc5c5\ubcf4\uace0\uc11c\uc5d0\ub294 \ubbf8\uad6d\uc5d0\uc11c \uac70\ub450\ub294 \ub9e4\ucd9c\uc774 \uc0c1\ub2f9\ud55c \uc218\uc900\uc73c\ub85c \ub098\uc628\ub2e4. \ud2b9\ud788 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc791\ub144 \uc5f0\uacb0 \uac10\uc0ac\ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 \ubbf8\uad6d \ub9e4\ucd9c\uc740 41\uc8709611\uc5b5\uc6d0\uc73c\ub85c \uc804\ub144(15\uc8703902\uc5b5\uc6d0)\ubcf4\ub2e4 2\ubc30 \uc774\uc0c1 \ub298\uc5c8\ub2e4.<\/p>\n

\ub2e4\ub9cc \uc0ac\uce21\uc5d0 \ubc1d\uc740 \uad00\uacc4\uc790\uc5d0 \ub530\ub974\uba74 \uc774\ub7f0 \uc2e4\uc801\uc740 \uc2e4\uc81c \uc218\ucd9c \uad6c\uc870\uc640\ub294 \ucc28\uc774\uac00 \uc788\ub2e4. \ud574\ub2f9 \uc2e4\uc801\uc740 \ucd5c\uc885\uc801\uc73c\ub85c \uacc4\uc57d\uc774 \uc774\ub904\uc9c0\uace0 \ub9e4\ucd9c\uc774 \uc77c\uc5b4\ub098\ub294 \uacf3\uc744 \ubc18\uc601\ud55c\ub2e4.<\/p>\n

\u25c7\ud488\ubcf5\ubcc4 \ucd94\uac00 \ubcc0\ud654 \uc5ec\ubd80\u2026\ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839, \ubc18\ub3c4\uccb4 \ubcf4\uc870\uae08 \ucd95\uc18c \uc758\uc9c0 ‘\ubd80\ub2f4’<\/strong><\/p>\n

\uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc644\uc804\ud788 \uae34\uc7a5\uc758 \ub048\uc744 \ub193\uc9c0 \uc54a\ub294 \uc0c1\ud0dc\ub2e4. \uc5c5\uacc4\uc5d0 \ub530\ub974\uba74 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \ubaa8\ub450 \ucd94\uac00 \uc9c4\ud589 \uc0c1\ud669\uc744 \uc608\uc758\uc8fc\uc2dc\ud558\uace0 \uc788\ub2e4.<\/p>\n

\uc6b0\uc120 \uc774\ubc88\uc5d0 \ub2e4\ub978 \uad6d\uac00\uc5d0 \ub9e4\uaca8\uc9c4 \uc0c1\ud638\uad00\uc138\uc758 \uc5ec\ud30c\ub97c \ub530\uc838 \ubd10\uc57c \ud55c\ub2e4. \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 \ubc1c\ud45c\uc5d0 \ub530\ub974\uba74 \uad6d\uac00\ubcc4 \uc0c1\ud638\uad00\uc138\uc728\uc740 \uc911\uad6d\uc774 34%, \ub300\ub9cc\uc774 32%\ub2e4. \uc774\ub294 \ud604\uc9c0 \uc815\ubd80\uc5d0\uc11c \ubbf8\uad6d\uacfc \ud611\uc0c1\uc744 \ud1b5\ud574 \ud574\uacb0\ud574\uc57c \ud560 \ubb38\uc81c\ub85c \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc804\uba74\uc5d0 \ub098\uc124 \uc77c\uc740 \uc544\ub2c8\ub2e4.<\/p>\n

\ub2e4\ub9cc \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc5d0\uc11c \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4\ub97c \ubc1b\ub294 \ud604\uc9c0 \uc5c5\uccb4\ub4e4\uc774 \ubbf8\uad6d \uc218\ucd9c\uc5d0\uc11c \ub192\uc740 \uad00\uc138\ub97c \ub9de\uac8c \ub418\uba74\uc11c \uac70\ub798\ucc98\ub4e4\uc5d0\ub3c4 \uac04\uc811\uc801\uc778 \uc601\ud5a5\uc774 \uc804\ub9dd\ub41c\ub2e4. \uc774 \uacbd\uc6b0 \uc720\ubd88\ub9ac\ub97c \ub530\uc838 \uc2e4\ud589 \uc804\ub7b5\uc758 \ubcc0\ud654 \uc5ec\ubd80\ub97c \uac80\ud1a0\ud558\ub294 \uac8c \ubd88\uac00\ud53c\ud558\ub2e4.<\/p>\n

\ub610 \uc77c\ub2e8 \ubc18\ub3c4\uccb4\uac00 \uad00\uc138 \ubd80\uacfc \uc0ac\uc815\uad8c\uc5d0\uc11c \ubc97\uc5b4\ub098\uae30\ub294 \ud588\uc9c0\ub9cc \ubbf8\uad6d\uc5d0\uc11c \ucd94\uac00\uc801\uc73c\ub85c \uc138\ubd80\uc801\uc778 \ubc1c\ud45c\uac00 \uc774\ub904\uc9c8 \uac00\ub2a5\uc131\ub3c4 \ubc30\uc81c\ud560 \uc218 \uc5c6\uc5b4 \uc0c1\ud669\uc744 \uba74\ubc00\ud788 \uc0b4\ud53c\uace0 \uc788\ub2e4\ub294 \uc804\uc5b8\uc774\ub2e4.<\/p>\n

\"\"
\ucd9c\ucc98: \ubc31\uc545\uad00 X \uacf5\uc2dd \uacc4\uc815<\/figcaption><\/figure>\n

\ubb34\uc5c7\ubcf4\ub2e4 \ubc18\ub3c4\uccb4 \ubcf4\uc870\uae08 \uc7ac\ud611\uc0c1 \uc5ec\ubd80\uac00 \ubd80\ub2f4\uc774\ub2e4. \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \ucde8\uc784 \uc804\ubd80\ud130 \ubbf8\uad6d\uc5d0 \ud22c\uc790\ud558\ub294 \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc5d0 \ub300\ud55c \ubcf4\uc870\uae08 \uc815\ucc45\uc744 \uac15\ud558\uac8c \ube44\ud310\ud588\ub2e4.<\/p>\n

\uc62c 3\uc6d4 7\uc77c(\ud604\uc9c0\uc2dc\uac04)\uc5d0\ub294 \uc6cc\uc2f1\ud134DC \ubc31\uc545\uad00 \uc9d1\ubb34\uc2e4(\uc624\ubc8c\uc624\ud53c\uc2a4)\uc5d0\uc11c \uae30\uc790\ub4e4\uacfc \ub9cc\ub098 \ubc18\ub3c4\uccb4\ubc95(CHIPS and Science Act)\uc5d0 \ub300\ud574 “\uc5c4\uccad\ub09c \ub3c8 \ub0ad\ube44”\ub77c\uba70 \ud3d0\uae30\ud558\uaca0\ub2e4\ub294 \ub73b\uc744 \ub2e4\uc2dc \ud55c\ubc88 \ubc1d\ud614\ub2e4. \uadf8\ub294 “\uc800\ub294 \uc138\uacc4\uc5d0\uc11c \uac00\uc7a5 \ud070 \uce69 \ud68c\uc0ac \uc911 \ud558\ub098(TSMC)\uc5d0 10\uc13c\ud2b8\ub3c4 \uc8fc\uc9c0 \uc54a\uc558\ub2e4”\ub77c\uba74\uc11c “\uadf8\ub4e4\uc740 \uad00\uc138 \ub54c\ubb38\uc5d0 \uc774\uacf3\uc5d0 \uc654\ub2e4”\ub77c\uace0 \ub9d0\ud588\ub2e4.<\/p>\n

\ubbf8\uad6d\uc774 \uc774\ubc88\uc5d0 \uc0c1\ud638\uad00\uc138 \ud488\ubaa9\uc5d0\uc11c \ubc18\ub3c4\uccb4\ub97c \uc81c\uc678\ud558\uba74\uc11c \ubcf4\uc870\uae08 \uc9c0\uae09 \ud611\uc0c1\uc5d0\uc11c \uae08\uc561 \ucd95\uc18c\ub098 \uc644\uc804 \ucca0\ud68c\ub97c \uc694\uad6c\ud560 \uac00\ub2a5\uc131\uc774 \ub354 \ucee4\uc9c0\uac8c \ub41c \ud615\uad6d\uc774\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub3c4 \uc870 \ubc14\uc774\ub4e0 \uc804 \ub300\ud1b5\ub839 \uc2dc\uae30 \ubbf8\uad6d \uc815\ubd80\ub85c\ubd80\ud130 \uac01\uac01 47\uc5b54500\ub9cc\ub2ec\ub7ec(\uc57d 6\uc8708800\uc5b5\uc6d0), 4\uc5b56000\ub9cc\ub2ec\ub7ec(\uc57d 6670\uc5b5\uc6d0)\uc758 \uc9c0\uc6d0\uc744 \uc57d\uc18d\ubc1b\uc558\ub2e4. \ubcf4\uc870\uae08\uc740 \uc0ac\uc5c5 \uc9c4\ud589\uc5d0 \ub530\ub77c \uc9c0\uae09\ub41c\ub2e4. \uc774 \ub54c\ubb38\uc5d0 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \ub4f1 \ud55c\uad6d \uae30\uc5c5\ub4e4\ub3c4 \uc544\uc9c1 \uc57d\uc18d\ub41c \ubcf4\uc870\uae08 \uc804\ubd80\ub97c \ubc1b\uc9c0\ub294 \ubabb\ud588\ub2e4.<\/p>\n

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