{"id":22210,"date":"2025-04-03T14:34:13","date_gmt":"2025-04-03T05:34:13","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=22210"},"modified":"2025-04-08T10:39:09","modified_gmt":"2025-04-08T01:39:09","slug":"%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90-%eb%b0%98%eb%8f%84%ec%b2%b4%c2%b7%ec%8a%a4%eb%a7%88%ed%8a%b8%ed%8f%b0%c2%b7tv-1%ec%9c%84-%ec%9c%a0%ec%a7%80-%eb%b9%a8%ea%b0%84%eb%b6%88","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=22210","title":{"rendered":"\uc0bc\uc131\uc804\uc790, \ubc18\ub3c4\uccb4\u00b7\uc2a4\ub9c8\ud2b8\ud3f0\u00b7TV &#8216;1\uc704 \uc720\uc9c0 \ube68\uac04\ubd88&#8217;"},"content":{"rendered":"<h3>|\u2461\ub2e4\ubc29\uba74\uc5d0\uc11c \uc911\uad6d \ucd94\uaca9 \uc9c4\ud589, \uc8fc\ub825\uc0ac\uc5c5 \uacbd\uc7c1\ub825 \uc800\ud558 \uc6b0\ub824<\/h3>\n<p>\uc0bc\uc131\uc804\uc790\ub97c \ud5a5\ud55c &#8216;\ub808\ub4dc\ud14c\ud06c&#8217;\uc758 \uc704\ud611\uc774 \uc2ec\uc0c1\uce58 \uc54a\ub2e4. \uc804\ub840 \uc5c6\ub294 \uc704\uae30\ub97c \ub9de\uc774\ud55c \uc0bc\uc131\uc804\uc790\uc758 \uc790\uccb4 \uacbd\uc7c1\ub825\uc774 \ud558\ub77d\ud55c \uac74 \uc0ac\uc2e4\uc774\ub098 \uc911\uad6d \uc5c5\uccb4\uc758 \uc131\uc7a5\uc138\ub3c4 \uc77c\uc870\ud588\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4. \ubbf8\uad6d\uc758 \uac15\ub825\ud55c \uc81c\uc7ac\ub97c \ubc00\uc5b4\ub0b4\uace0 \uae00\ub85c\ubc8c \ubb34\ub300\uc5d0\uc11c \uc874\uc7ac\uac10\uc744 \ub4dc\ub7ec\ub0b8 \ub9cc\ud07c \ubab8\uc9d1\uc774 \ucee4\uc9c4 \uac83\uc774\ub2e4.<\/p>\n<p>\uacbd\uae30\uce68\uccb4 \uc7a5\uae30\ud654\ub85c \uac00\ub729\uc774\ub098 \uc0c1\ud669\uc774 \uc88b\uc9c0 \uc54a\ub358 \uc0bc\uc131\uc804\uc790\uc5d0 \uc911\uad6d\uc758 \ubc1c\uc804\uc740 \uc704\uae30\uac10\uc744 \uace0\uc870\uc2dc\ud0a4\ub294 \uc694\uc18c\ub85c \uc791\uc6a9\ud55c\ub2e4. \uc911\uc800\uac00(\ub808\uac70\uc2dc) \uc2dc\uc7a5\uc5d0\uc11c \uc911\uad6d \uce68\ud22c\uac00 \ud65c\ubc1c\ud574 \uc0bc\uc131\uc804\uc790\ub294 \uace0\ubd80\uac00(\ud50c\ub798\uadf8\uc2ed) \uc81c\ud488 \uacf5\ub7b5\uc5d0 \uc9d1\uc911\ud560 \ubc29\uce68\uc774\ub2e4. \ub2e4\ub9cc \uc774\ub9c8\uc800\ub3c4 \uae30\uc874 \ud50c\ub808\uc774\uc5b4\uc640\uc758 \uacbd\uc7c1 \uc2ec\ud654\ub85c \ub179\ub85d\uc9c0 \uc54a\uc740 \ubd84\uc704\uae30\ub2e4.<\/p>\n<p><strong>\u25c7\uc815\ubd80 \uc9c0\uc6d0 \ud798\uc785\uc5b4 \uba54\ubaa8\ub9ac\u00b7\ud30c\uc6b4\ub4dc\ub9ac \uc131\uc7a5 \uac00\uc18d\ud654<\/strong><\/p>\n<p>\ubbf8\uad6d\ubc18\ub3c4\uccb4\uc0b0\uc5c5\ud611\ud68c(SIA)\uc5d0 \ub530\ub974\uba74 \uc911\uad6d \ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0(\ud30c\uc6b4\ub4dc\ub9ac) \uae30\uc5c5 SMIC\ub294 \ucd5c\uadfc 3\ub144\uac04 \ub9e4\ucd9c \ub300\ubd80\ubd84\uc744 \uc2dc\uc124\ud22c\uc790\uc5d0 \ud65c\uc6a9\ud588\ub2e4. \uc9c0\ub09c\ud574 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uac00 \ub9e4\ucd9c \ub300\ube44 40%, 30% \ub0b4\uc678\ub97c \ud22c\uc790\uae08\uc73c\ub85c \uc4f4 \uac83\uacfc \ub300\ube44\ub41c\ub2e4.<\/p>\n<p>SMIC \uc678\uc5d0\ub3c4 \ud654\ud64d \ub4f1\ub3c4 \ub3d9\uc77c\ud55c \uae30\uc870\ub97c \uc774\uc5b4\uac00\uace0 \uc788\ub2e4. \uc77c\ubd80\ub294 \ubc88 \uac83\ubcf4\ub2e4 \ub354 \ub9ce\uc740 \ub3c8\uc744 \uc0ac\uc6a9\ud55c \uac83\uc73c\ub85c \ud30c\uc545\ub41c\ub2e4. \uc774\uac19\uc740 \uacf5\uaca9\uc801 \ud589\ubcf4\uac00 \uac00\ub2a5\ud55c \uac74 \uc911\uad6d \uc815\ubd80\uc758 \ub9c9\ub300\ud55c \uc9c0\uc6d0 \ub355\ubd84\uc774\ub2e4. \ud22c\uc790\ub97c \uc7a5\ub824\ud558\uba74\uc11c \ubcf4\uc870\uae08\uc744 \uc950\uc5ec\uc8fc\uace0 \uc778\uc13c\ud2f0\ube0c \ub4f1\uc744 \uc81c\uacf5\ud558\ub294 \uac83\uc73c\ub85c \uc804\ud574\uc9c4\ub2e4.<\/p>\n<p>\ub354\ubd88\uc5b4 \uc790\uad6d \uc18c\uc7ac, \uc7a5\ube44 \ub4f1\uc744 \uad6c\ub9e4\ud558\uba74 \uc774\uc5d0 \ub300\ud55c \uc138\uc561\uacf5\uc81c \ub4f1 \ud61c\ud0dd\ub3c4 \uc8fc\uc5b4\uc9c4\ub2e4. \uc774\uc724\uc744 \ub0a8\uae30\uc9c0 \uc54a\ub354\ub77c\ub3c4 \uc5f0\uad6c\uac1c\ubc1c(R&amp;D)\uacfc \uc99d\uc124\uc744 \uc774\uc5b4\uac08 \uc218 \uc788\ub294 \ubc30\uacbd\uc774\ub2e4.<\/p>\n<figure id=\"attachment_22211\" aria-describedby=\"caption-attachment-22211\" style=\"width: 550px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-22211\" src=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/04\/20250403141806416.jpg\" alt=\"\" width=\"550\" height=\"366\" srcset=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/04\/20250403141806416.jpg 550w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/04\/20250403141806416-300x200.jpg 300w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/04\/20250403141806416-150x100.jpg 150w\" sizes=\"auto, (max-width: 550px) 100vw, 550px\" \/><figcaption id=\"caption-attachment-22211\" class=\"wp-caption-text\">*\uc911\uad6d SMIC \uc0ac\uc5c5\uc7a5<\/figcaption><\/figure>\n<p>\uc2dc\uc7a5\uc870\uc0ac\uae30\uad00 \ud2b8\ub80c\ub4dc\ud3ec\uc2a4\ub294 2024\ub144 4\ubd84\uae30 \uc0bc\uc131\uc804\uc790\uc640 SMIC\uc758 \uae00\ub85c\ubc8c \ud30c\uc6b4\ub4dc\ub9ac \uc2dc\uc7a5\uc810\uc720\uc728\uc744 \uac01\uac01 8.1%, 5.5%\ub85c \uc9d1\uacc4\ud588\ub2e4. \ub300\ub9cc TSMC\uc758 \uc720\uc77c\ud55c \ub300\ud56d\ub9c8\ub85c \uc5ec\uaca8\uc9c4 \uc0bc\uc131\uc804\uc790\uac00 \uc774\uc81c\ub294 SMIC\uc758 \ucd94\uaca9\uc744 \uac71\uc815\ud574\uc57c \ud558\ub294 \ucc98\uc9c0\uac00 \ub41c \uc148\uc774\ub2e4.<\/p>\n<p>\ubb3c\ub860 SMIC\ub294 \uc0bc\uc131\uc804\uc790\ubcf4\ub2e4 \ube44\uad50\uc801 \ub0ae\uc740 \uacf5\uc815\uc744 \uc18c\ud654\ud558\uace0 \uc788\uc9c0\ub9cc \ucca8\ub2e8 \uacf5\uc815\uc5d0\uc11c\ub3c4 \ud574\ubc95\uc744 \ucc3e\uc544\uac00\ub294 \ucd94\uc138\ub2e4. \ud2b9\ud788 \ub808\uac70\uc2dc \ubc18\ub3c4\uccb4 \uac00\uaca9\uc744 \ub300\ud3ed \ub5a8\uc5b4\ub728\ub9ac\ub294 &#8216;\uce58\ud0a8\uac8c\uc784&#8217;\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\ub2e4. \uc0bc\uc131\uc804\uc790\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\uc5d0\uc11c \ud574\ub2f9 \ud488\ubaa9 \ube44\uc911\uc774 \ud06c\uc9c4 \uc54a\uc73c\ub098 \uc218\uc775\uc131 \uc800\ud558\ub294 \ubd88\uac00\ud53c\ud55c \uc0c1\ud0dc\ub2e4.<\/p>\n<p>\ub9c8\ucc2c\uac00\uc9c0\ub85c CXMT, YMTC \ub4f1 \uba54\ubaa8\ub9ac \uc81c\uc870\uc0ac\ub3c4 \ube60\ub974\uac8c \ud655\uc7a5\ud558\uace0 \uc788\ub2e4. \uac01\uac01 D\ub7a8\uacfc \ub0b8\ub4dc\ud50c\ub798\uc2dc \uae30\uc220\ub825\uc774 \ub2e8\uae30\uac04\uc5d0 \ud5a5\uc0c1\ub41c \uc774\ub4e4\uc774\ub2e4. \uc9c0\ub09c\ud574\ubd80\ud130 \uc5c5\uacc4\uc758 \ud30c\uc7a5\uc744 \uc77c\uc73c\ud0ac \uc815\ub3c4\ub85c \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860 \ub4f1\uc744 \uae34\uc7a5\ucf00 \ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uc911\uad6d \uc5c5\uacc4\uc758 \uacf5\uc138\ub294 \uba54\ubaa8\ub9ac \ud310\ub9e4\uac00 \ud558\ub77d\uc73c\ub85c \uc774\uc5b4\uc838 \uad6d\ub0b4 \uae30\uc5c5\uc758 \ub9e4\ucd9c\uc744 \uae4e\uc544 \uba39\ub294 \uc694\uc778\uc774\uae30\ub3c4 \ud558\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc778\uacf5\uc9c0\ub2a5(AI) \uba54\ubaa8\ub9ac\ub85c \uc54c\ub824\uc9c4 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \ubd84\uc57c\uc5d0\uc11c \ub2e4\uc18c \uace0\uc804\ud558\uace0 \uc788\uc5b4 \uc5ec\ud30c\uac00 \ub354 \ud070 \ud3b8\uc774\ub2e4.<\/p>\n<p>CXMT\ub294 HBM\ub3c4 \ud638\uc2dc\ud0d0\ud0d0 \ub178\ub9ac\uace0 \uc788\ub2e4. \uc120\ub3c4\uc5c5\uccb4 \ub300\ube44 2~3\uc138\ub300 \ub2a6\uc9c0\ub9cc \ub0b4\uc218 \uc2dc\uc7a5\uc5d0\uc11c \uacbd\ud5d8\uc744 \uc313\uc544\uac00\uba74\uc11c \uae09\uc18d\ub3c4\ub85c \uc2e4\ub825\uc774 \uc62c\ub77c\uc624\uace0 \uc788\ub2e4\ub294 \ud6c4\ubb38\uc774\ub2e4. \uc544\uc9c1 \ud575\uc2ec \uc7a5\ube44 \ub4f1\uc744 \uc218\uc785\ud558\uace0 \uc788\uc73c\ub098 \uc774 \uc5ed\uc2dc \ub0b4\uc7ac\ud654\ub97c \ucd94\uc9c4 \uc911\uc774\ub2e4.<\/p>\n<p>\ubc18\ub3c4\uccb4 \uc5c5\uacc4 \uad00\uacc4\uc790\ub294 &#8220;\uc911\uad6d \ubc18\ub3c4\uccb4 \uc0dd\ud0dc\uacc4\uac00 \uac08\uc218\ub85d \ud0c4\ud0c4\ud574\uc9c0\uace0 \uc788\ub2e4&#8221;\uba70 &#8220;\ud2b8\ub7fc\ud504 1\uae30\ub9cc \ud574\ub3c4 \ubbf8\uad6d\uc774 \uc18c\ud504\ud2b8\uc6e8\uc5b4, \uc7a5\ube44 \ub4f1\uc744 \ud2c0\uc5b4\ub9c9\uc790 \uc911\uad6d \uc190\ubc1c\uc774 \ubb36\uc778 \ub290\ub08c\uc774\uc5c8\ub294\ub370 \uc694\uc0c8\ub294 \uc54c\uc544\uc11c \ub2e4 \ud558\ub294 \ubd84\uc704\uae30&#8221;\ub77c\uace0 \uc804\ud588\ub2e4.<\/p>\n<p>\uba54\ubaa8\ub9ac\ubfd0\ub9cc \uc544\ub2c8\ub77c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ud504\ub85c\uc138\uc11c(AP), \ub514\uc2a4\ud50c\ub808\uc774 \uad6c\ub3d9\uce69(DDI), \uc774\ubbf8\uc9c0\uc13c\uc11c \ub4f1 \uc81c\ud488\ub4e4\ub3c4 \uc911\uad6d\uc0b0\uc774 \ud655\uc0b0\ub418\uace0 \uc788\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc704\ub85c\ub294 TSMC(\ud30c\uc6b4\ub4dc\ub9ac), \ud004\ucef4(AP), \uc18c\ub2c8(\uc774\ubbf8\uc9c0\uc13c\uc11c) \ub4f1\uc5d0 \ubc00\ub9ac\uace0 \uc544\ub798\ub85c\ub294 \uc911\uad6d\uc774 \uce58\uace0 \uc62c\ub77c\uc624\ub294 \ud615\uad6d \uc18d\uc5d0\uc11c \ud0c8\ucd9c\uad6c \ubaa8\uc0c9\uc774 \uc2dc\uae09\ud55c \uc2dc\uc810\uc774\ub2e4.<\/p>\n<figure id=\"attachment_22211\" aria-describedby=\"caption-attachment-22211\" style=\"width: 550px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-22211\" src=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/04\/20250403141806416.jpg\" alt=\"\" width=\"550\" height=\"366\" srcset=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/04\/20250403141806416.jpg 550w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/04\/20250403141806416-300x200.jpg 300w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/04\/20250403141806416-150x100.jpg 150w\" sizes=\"auto, (max-width: 550px) 100vw, 550px\" \/><figcaption id=\"caption-attachment-22211\" class=\"wp-caption-text\">*\uc911\uad6d SMIC \uc0ac\uc5c5\uc7a5<\/figcaption><\/figure>\n<p><strong>\u25c7&#8217;\uba54\uc774\ub4dc \uc778 \ucc28\uc774\ub098&#8217; \uc0e4\uc624\ubbf8\u00b7TCL \ub4f1 \ud574\uc678 \uacf5\ub7b5 \ubcf8\uaca9\ud654<\/strong><\/p>\n<p>\ubb38\uc81c\ub294 \uc2a4\ub9c8\ud2b8\ud3f0, TV \ub4f1 \uc644\uc81c\ud488 \uc601\uc5ed\uc5d0\uc11c\ub3c4 \uc911\uad6d\uc758 \uc704\uc0c1\uc774 \ub192\uc544\uc9c0\uace0 \uc788\ub294 \ubd80\ubd84\uc774\ub2e4. \ub458 \ub2e4 \uc0bc\uc131\uc804\uc790\uac00 \uc810\uc720\uc728 1\uc704\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\ub294 \uc544\uc774\ud15c\uc774\ub2e4.<\/p>\n<p>\uc2a4\ub9c8\ud2b8\ud3f0\uc5d0\uc11c\ub294 \uc0e4\uc624\ubbf8\uac00 \ub208\uc5d0 \ub748\ub2e4. \uc2dc\uc7a5\uc870\uc0ac\uae30\uad00 \uce74\uc6b4\ud130\ud3ec\uc778\ud2b8\ub9ac\uc11c\uce58\uc5d0 \ub530\ub974\uba74 \uc0e4\uc624\ubbf8\ub294 2024\ub144 \uc778\ub3c4 \uc2a4\ub9c8\ud2b8\ud3f0 \uc2dc\uc7a5\uc810\uc720\uc728 2\uc704\ub97c \ucc28\uc9c0\ud588\ub2e4. 2023\ub144 1\uc704\uc600\ub358 \uc0bc\uc131\uc804\uc790\uac00 3\uc704\ub85c \ub0b4\ub824\uc549\uc740 \uac83\uacfc \ub300\ube44\ub41c\ub2e4. \uc0e4\uc624\ubbf8\ub294 \ubd84\uae30\uc5d0 \ub530\ub77c 1\uc704\ub97c \uae30\ub85d\ud558\uae30\ub3c4 \ud55c\ub2e4.<\/p>\n<p>\uadf8\uac04 \uc911\uad6d \uc2a4\ub9c8\ud2b8\ud3f0 \uc5c5\uacc4\ub294 \uc911\uc800\uac00 \uae30\uae30\ub9cc \ub0b4\uc138\uc6e0\ub2e4\uba74 \ucd5c\uadfc\uc5d0\ub294 \ud50c\ub798\uadf8\uc2ed \ubaa8\ub378\uae4c\uc9c0 \uc801\uadf9 \ucd9c\uc2dc\ud558\uace0 \uc788\ub2e4. \ub300\ud45c\uc801\uc778 \uac8c \uc0e4\uc624\ubbf8\ub2e4. \ud3f4\ub354\ube14\ud3f0\ub3c4 \uc9c0\uc18d \ub0b4\ub193\uace0 \uc788\ub2e4.<\/p>\n<p>\uc0e4\uc624\ubbf8\ub294 \uc911\uad6d\uc744 \ub118\uc5b4 \uc720\ub7fd, \uc544\ud504\ub9ac\uce74, \ub0a8\ubbf8, \ub3d9\ub0a8\uc544 \ub4f1\uc5d0\uc11c \uc785\uc9c0\ub97c \ub2e4\uc838\uac00\uace0 \uc788\ub2e4. \uc911\uc800\uac00 \uc81c\ud488\uc5d0\uc11c\ub294 \uc0bc\uc131\uc804\uc790\ub97c \uc5b4\ub290 \uc815\ub3c4 \ub118\uc5b4\uc11c\uac70\ub098 \uce58\uc5f4\ud558\ub2e4. \uc0bc\uc131\uc804\uc790 \ud143\ubc2d\uc778 \ud504\ub9ac\ubbf8\uc5c4 \uc2dc\uc7a5\uc5d0\uc11c\ub3c4 \uc0e4\uc624\ubbf8\uac00 \uc57c\uae08\uc57c\uae08 \uc810\uc720\uc728\uc744 \uac00\uc838\uac00\uace0 \uc788\ub2e4.<\/p>\n<p>\uc774\uc81c \uc0e4\uc624\ubbf8\ub294 \ud55c\uad6d\uc5d0\ub3c4 \uc815\uc2dd \uc9c4\ucd9c\ud588\ub2e4. \uc911\uad6d\uc5d0\uc11c \ud798\uc744 \ubabb \uc4f0\ub294 \uc0bc\uc131\uc804\uc790\ub85c\uc11c\ub294 \uc0e4\uc624\ubbf8\uac00 \ub208\uc5e3\uac00\uc2dc\ub2e4.<\/p>\n<p>TV\uc640 \uac00\uc804 \ub4f1\ub3c4 \uc0bc\uc131\uc804\uc790\uac00 \uc704\ud611\uc744 \ub290\ub084 \uc9c0\uc810\uc774\ub2e4. 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