{"id":23671,"date":"2025-04-16T10:20:27","date_gmt":"2025-04-16T01:20:27","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=23671"},"modified":"2025-04-17T10:02:22","modified_gmt":"2025-04-17T01:02:22","slug":"%ed%8a%b8%eb%9f%bc%ed%94%84-%ea%b0%95%ea%b3%b5-h20-%ec%88%98%ec%b6%9c%ea%b7%9c%ec%a0%9c-%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90-%eb%8f%8c%ed%8c%8c%ea%b5%ac-%ec%a0%88%ec%8b%a4","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=23671","title":{"rendered":"‘\ud2b8\ub7fc\ud504 \uac15\uacf5’ H20 \uc218\ucd9c\uaddc\uc81c, \uc0bc\uc131\uc804\uc790 \ub3cc\ud30c\uad6c ‘\uc808\uc2e4’"},"content":{"rendered":"

|\uc5d4\ube44\ub514\uc544, \uc774\ub2ec 9\u00b714\uc77c \uc787\ub2ec\uc544 \ud1b5\ubcf4\ubc1b\uc544\u2026\uc0bc\uc131 DS\ubd80\ubb38, \ud65c\ub85c \uac1c\ucc99 \uc0ac\ud65c<\/h3>\n

\uae00\ub85c\ubc8c \uc778\uacf5\uc9c0\ub2a5(AI) \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\ub294 \uc5d4\ube44\ub514\uc544\uac00 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc758 \uac15\uacf5\uc5d0 \ud0c0\uaca9\uc744 \ubc1b\uace0 \uc788\ub2e4. \ubbf8\uad6d \uc815\ubd80\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\uac00 \uc911\ud654\uad8c\uc5d0 \uc218\ucd9c\ud558\ub294 \uc800\uc0ac\uc591 AI\uce69\uc778 H20\uc5d0 \ub300\ud55c \uc218\ucd9c \uaddc\uc81c\ub97c \ubb34\uae30\ud55c \uc9c4\ud589\ud558\uae30\ub85c \ud1b5\ubcf4\ud558\uba74\uc11c \ud55c\ud654\ub85c 8\uc870\uc6d0\uc5d0 \uc721\ubc15\ud558\ub294 \uc190\uc2e4\uc744 \ubc18\uc601\ud558\uac8c \ub410\ub2e4.<\/p>\n

\uc774\ubc88 \uc218\ucd9c \uaddc\uc81c \uacbd\uc6b0 \uc5d4\ube44\ub514\uc544\uac00 \ubbf8\uad6d\uc5d0 \ub300\uaddc\ubaa8 \ud22c\uc790 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud558\uae30 \uc804\uc5d0 \uc774\ub904\uc84c\ub2e4\ub294 \uc810\uc774 \uc8fc\ubaa9\ub41c\ub2e4. \uc5d4\ube44\ub514\uc544\ub85c\uc11c\ub294 \ubbf8 \uc815\ubd80\uc758 \uaddc\uc81c \uc0ac\uc2e4\uc744 \uc774\ubbf8 \uc778\uc9c0\ud558\uace0\ub3c4 \ud604\uc9c0\uc5d0 \ub300\uaddc\ubaa8 \uc0dd\uc0b0 \uac70\uc810\uc744 \uac16\ucd94\uaca0\ub2e4\uace0 \ubc1c\ud45c\ud55c \uc148\uc774\ub2e4. \ud2b8\ub7fc\ud504 \uc815\ubd80\uac00 \uc911\uad6d\uc5d0 \ub300\ud55c \uacac\uc81c\ub294 \ubb3c\ub860 \uc790\uad6d \uc81c\uc870\uc5c5 \uc5ed\ub7c9\ub3c4 \uac15\ud654\ud558\ub294 \ubaa8\ub4e0 \uac78 \uc5bb\uc5b4\ub0b8 \ubaa8\uc591\uc0c8\ub2e4.<\/p>\n

\ub2f9\uc7a5 \uad6d\ub0b4 \uae30\uc5c5\uc5d0\ub3c4 \uc601\ud5a5\uc774 \ubd88\uac00\ud53c\ud558\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc544\uc9c1 \uc5d4\ube44\ub514\uc544\uc5d0 \ucd5c\uc2e0 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)3E\ub97c \uacf5\uae09\ud558\uc9c0\ub294 \ubabb\ud588\uc9c0\ub9cc H20\uc5d0 \ud0d1\uc7ac\ub418\ub294 \uc800\uc0ac\uc591 HBM\uc744 \uacf5\uae09\ud558\ub294 \uac83\uc73c\ub85c \uc54c\ub824\uc838\uc788\ub2e4. H20 \uc0dd\uc0b0\ub7c9\uc774 \uc904\uac8c \ub418\uba74\uc11c \uc2e4\uc801\uc5d0 \uc9c1\uc811\uc801\uc778 \ud30c\uc7a5\uc744 \ubc1b\ub294 \ub3d9\uc2dc\uc5d0 \ud5a5\ud6c4 \ubbf8 \uc815\ubd80\uc640 \ud611\uc0c1\uc5d0 \uc5b4\ub824\uc6c0\uc774 \uac00\uc911\ub420 \uacf5\uc0b0\uc774 \ucee4\uc9c0\uac8c \ub410\ub2e4.<\/p>\n

\u25c7\uc5d4\ube44\ub514\uc544, \ubbf8 \ub300\uaddc\ubaa8 \ud22c\uc790 \ubd88\uad6c H20 \uaddc\uc81c\u2026’\ub9cc\ub9cc\ucc2e\uc740’ \ud2b8\ub7fc\ud504 \ud611\uc0c1 \uc7ac\ud655\uc778<\/strong><\/p>\n

\uc5d4\ube44\ub514\uc544\ub294 15\uc77c(\ud604\uc9c0\uc2dc\uac04) \ubbf8\uad6d \uc804\uc790\uacf5\uc2dc\uc2dc\uc2a4\ud15c\uc744 \ud1b5\ud574 \uc815\ubd80\uc5d0\uc11c \uc800\uc0ac\uc591 AI\uce69\uc778 H20\uc5d0 \ub300\ud55c \uc218\ucd9c \uaddc\uc81c\ub97c \ud588\ub2e4\uace0 \uacf5\uc2dc\ud588\ub2e4.<\/p>\n

\uc5d4\ube44\ub514\uc544\ub294 “\ubbf8 \uc815\ubd80\ub294 4\uc6d4 9\uc77c \uc5d4\ube44\ub514\uc544\uc5d0 \uc911\uad6d(\ud64d\ucf69 \ubc0f \ub9c8\uce74\uc624 \ud3ec\ud568) \ubc0f D:5 \uad6d\uac00\ub4e4, \ud639\uc740 \uadf8 \uc9c0\uc5ed\uc5d0 \ubcf8\uc0ac\ub97c \ub450\uac70\ub098 \ucd5c\uc885 \ubaa8\ud68c\uc0ac(ultimate parent)\uac00 \uc788\ub294 \uae30\uc5c5\uc5d0 \ub300\ud574 H20 \ud1b5\ud569 \ud68c\ub85c \ubc0f H20\uc758 \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed, \uc778\ud130\ucee4\ub125\ud2b8 \ub300\uc5ed\ud3ed, \uadf8 \uc870\ud569\uacfc \ub3d9\ub4f1\ud55c \uc131\ub2a5\uc744 \uac00\uc9c4 \uae30\ud0c0 \ud68c\ub85c\ub97c \uc218\ucd9c\ud560 \ub54c \ub77c\uc774\uc120\uc2a4\uac00 \ud544\uc694\ud558\ub2e4\uace0 \ud1b5\ubcf4\ud588\ub2e4”\ub77c\uace0 \ubc1d\ud614\ub2e4.<\/p>\n

\uc774\uc5b4 “\ubbf8 \uc815\ubd80\ub294 \ud574\ub2f9 \uc81c\ud488\ub4e4\uc774 \uc911\uad6d \ub0b4 \uc288\ud37c\ucef4\ud4e8\ud130\uc5d0 \uc0ac\uc6a9\ub418\uac70\ub098 \uc804\uc6a9\ub420 \uc218 \uc788\ub294 \uc704\ud5d8\uc744 \uace0\ub824\ud574 \uc774 \uac19\uc740 \uc870\uce58\ub97c \ub0b4\ub838\ub2e4\uace0 \uc124\uba85\ud588\ub2e4”\ub77c\uba70 “\ubbf8 \uc815\ubd80\ub294 4\uc6d4 14\uc77c \uc774 \ub77c\uc774\uc120\uc2a4 \uc694\uac74\uc774 \ubb34\uae30\ud55c\uc73c\ub85c \uc801\uc6a9\ub420 \uac83\uc774\ub77c\uace0 \ucd94\uac00\ub85c \ud1b5\uc9c0\ud588\ub2e4”\ub77c\uace0 \ubc1d\ud614\ub2e4.<\/p>\n

\"\"<\/div>\n

H20\uc740 \uc5d4\ube44\ub514\uc544\uac00 \ubbf8\uad6d\uc758 \uc911\uad6d \uc81c\uc7ac\ub97c \ud68c\ud53c\ud574 \uc218\ucd9c\ud558\uae30 \uc704\ud574 \ub9cc\ub4e0 \uc800\uc0ac\uc591 AI\uce69\uc774\ub2e4.
\n\uc8fc\ub825 \uc81c\ud488\uc778 H100\uacfc \ube44\uad50\ud574 \uc5f0\uc0b0 \ub2a5\ub825\uc774 5\ubd84\uc758 1 \uc218\uc900\uc5d0 \ubd88\uacfc\ud558\ub2e4. \uc774 \ub54c\ubb38\uc5d0 \uadf8\uac04 \ubbf8 \uc815\ubd80\uc758 \uc218\ucd9c \ud1b5\uc81c \ub300\uc0c1\uc5d0 \ub4e4\uc5b4\uac00\uc9c0 \uc54a\uc558\ub2e4.<\/p>\n

\uadf8\ub7ec\ub2e4 \uc62c 1\uc6d4 \uc911\uad6d \ub525\uc2dc\ud06c\uac00 AI \uc2dc\uc7a5\uc5d0 \ud30c\ub780\uc744 \uc77c\uc73c\ud0a4\uba74\uc11c \uc0c1\ud669\uc774 \uae09\ubcc0\ud558\uae30 \uc2dc\uc791\ud588\ub2e4. \ub525\uc2dc\ud06c\ub97c \ube44\ub86f\ud55c \uc911\uad6d \ube45\ud14c\ud06c\ub4e4\uc774 H20\uc744 \ucd5c\uadfc\uc5d0\ub3c4 \ub300\ub7c9 \uad6c\ub9e4\ud55c \uac83\uc73c\ub85c \uc54c\ub824\uc9c0\uba74\uc11c \uc704\uae30\uac10\uc774 \uc0dd\uacbc\ub2e4. \uacf5\ud654\ub2f9\uc740 \ubb3c\ub860 \ubbfc\uc8fc\ub2f9 \uc18c\uc18d \uc758\uc6d0\ub4e4\uc870\ucc28 \uc911\uad6d\uc5d0 H20 \ud310\ub9e4\ub97c \uaddc\uc81c\ud574\uc57c \ud55c\ub2e4\ub294 \ubaa9\uc18c\ub9ac\ub97c \ub0c8\ub2e4.<\/p>\n

\ud2b8\ub7fc\ud504 \uc815\ubd80 \ucd9c\ubc94 \ud6c4 \uc5d4\ube44\ub514\uc544\uc5d0 \ub300\ud55c \uc6b0\ub824\uac00 \ub098\uc654\uc9c0\ub9cc \uc774\ub2ec 14\uc77c(\ud604\uc9c0\uc2dc\uac04)\uc5d0\ub294 \uc0c1\ud669\uc774 \ud638\uc804\ub420 \uac83\uc774\ub780 \uae30\ub300\uac10\uc774 \ucee4\uc84c\ub2e4. \uc5d4\ube44\ub514\uc544\uac00 4\ub144 \ub0b4 TSMC, \ud3ed\uc2a4\ucf58, \uc704\uc2a4\ud2b8\ub860, \uc570\ucf54, SPIL\uacfc\uc758 \ud30c\ud2b8\ub108\uc2ed\uc744 \ud1b5\ud574 5000\uc5b5 \ub2ec\ub7ec(\uc57d 712\uc870\uc6d0) \uaddc\ubaa8\uc758 AI \uc778\ud504\ub77c\ub97c \ubbf8\uad6d \ub0b4\uc5d0 \uad6c\ucd95\ud560 \uacc4\ud68d\uc774\ub77c\uace0 \ubc1c\ud45c\ud588\ub2e4. \uc774\uc5d0 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \ud654\ub2f5\ud558\uba74\uc11c \uae0d\uc815\uc801\uc778 \ubd84\uc704\uae30\uac00 \ud615\uc131\ub410\ub2e4.<\/p>\n

\ud558\uc9c0\ub9cc \uc5d4\ube44\ub514\uc544\uc758 15\uc77c(\ud604\uc9c0\uc2dc\uac04) \uacf5\uc2dc\ub85c \ub2e4\uc2dc \uc0c1\ud669\uc774 \uae09\uaca9\ud788 \ubcc0\ud588\ub2e4. \ud604\uc9c0 \uc720\ub825 \uc5b8\ub860 \ub4f1\uc5d0\uc11c\ub3c4 \uc5d4\ube44\ub514\uc544\uc758 14\uc77c \ub300\uaddc\ubaa8 \ud22c\uc790 \ubc1c\ud45c\ub85c \uc911\uad6d \uc218\ucd9c \uc644\ud654 \uac00\ub2a5\uc131\uc744 \uc5b8\uae09\ud588\uc9c0\ub9cc \uc2e4\uc81c\ub85c\ub294 \uc815\ubc18\ub300\uc600\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n

\ubbf8 \uc815\ubd80\uc5d0\uc11c \uba3c\uc800 \uaddc\uc81c\ub97c \ud1b5\ubcf4\ud55c \ub4a4 \uc5d4\ube44\ub514\uc544\ub294 \ud22c\uc790\ub97c \ubc1c\ud45c\ud588\uc9c0\ub9cc 14\uc77c\uc5d0 \uc218\ucd9c \uaddc\uc81c\uac00 \ubb34\uae30\ud55c \uc801\uc6a9\ub420 \uac83\uc774\ub77c\ub294 \ud1b5\uc9c0\ub97c \ub610 \ubc1b\uc558\ub2e4. \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \uc5d4\ube44\ub514\uc544\uc5d0 \ub300\ud55c \uaddc\uc81c\ub294 \ud558\uba74\uc11c\ub3c4 \ub300\uaddc\ubaa8 \ud22c\uc790\uae4c\uc9c0 \uc5bb\uc5b4\ub0b8 \uc148\uc774\ub2e4.<\/p>\n

\uc5d4\ube44\ub514\uc544\ub294 \uacf5\uc2dc\uc5d0\uc11c 8\uc870\uc6d0\uc5d0 \uc721\ubc15\ud558\ub294 \uc190\uc2e4 \ubc18\uc601\ub3c4 \uc5b8\uae09\ud588\uace0 \uc7a5 \ub9c8\uac10 \ud6c4 \uc8fc\uac00\ub294 6%\ub300 \uae09\ub77d\uc744 \uae30\ub85d\ud588\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 “2026\ub144 \ud68c\uacc4\uc5f0\ub3c4 1\ubd84\uae30\ub294 2025\ub144 4\uc6d4 27\uc77c\uc5d0 \uc885\ub8cc\ub418\uba70 1\ubd84\uae30 \uc2e4\uc801\uc5d0\ub294 H20 \uc81c\ud488\uacfc \uad00\ub828\ub41c \uc7ac\uace0, \uad6c\ub9e4 \uc57d\uc815 \ubc0f \uad00\ub828 \ucda9\ub2f9\uae08\uc5d0 \ub300\ud574 \uc57d 55\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8(\uc57d 7\uc8709000\uc5b5\uc6d0)\uc758 \ube44\uc6a9\uc774 \ud3ec\ud568\ub420 \uc608\uc815”\uc774\ub77c\uace0 \uacf5\uc2dc\ud588\ub2e4.<\/p>\n

\"\"<\/div>\n

\u25c7\uc0bc\uc131\uc804\uc790, H20\uc5d0 \uc800\uc0ac\uc591 HBM \uacf5\uae09\u2026HBM3E \uacf5\uae09 \ube44\ub86f \ud65c\ub85c \uac1c\ucc99 ‘\uc911\uc694\uc131\u2191’<\/strong><\/p>\n

\uc5d4\ube44\ub514\uc544\uc758 H20\uc5d0 \ub300\ud55c \uc218\ucd9c \uaddc\uc81c\ub294 \uad6d\ub0b4 \uae30\uc5c5\uc5d0\ub3c4 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc0ac\uc548\uc774\ub2e4. \ubc18\ub3c4\uccb4\uc5c5\uacc4\uc5d0 \ub530\ub974\uba74 \uc0bc\uc131\uc804\uc790\ub294 H20\uc5d0 \ub4e4\uc5b4\uac00\ub294 HBM\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ucc45\uc784\uc9c0\ub294 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4.<\/p>\n

\uc911\uad6d \uc678 \ub2e4\ub978 \uad6d\uac00\uc5d0\uc11c \uc218\uc694\uac00 \uc99d\uac00\ud558\uc9c0 \uc54a\uace0 H20 \uc0dd\uc0b0\uc774 \uac10\uc18c\ud558\uba74 \uc0bc\uc131\uc804\uc790 \ub514\ubc14\uc774\uc2a4\uc194\ub8e8\uc158(DS)\ubd80\ubb38\uc758 \uc2e4\uc801 \ubd80\uc9c4 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c8 \uc218\ubc16\uc5d0 \uc5c6\ub294 \uad6c\uc870\ub2e4. DS\ubd80\ubb38\uc73c\ub85c\uc11c\ub294 \uc5d4\ube44\ub514\uc544\uc5d0 HBM3E, HBM4\ub97c \uacf5\uae09\ud558\ub294 \uac8c \ub354 \uc911\uc694\ud574\uc84c\ub2e4.<\/p>\n

\ubbf8 \uc815\ubd80\uac00 \uc5d4\ube44\ub514\uc544\uc5d0 \ud1b5\ubcf4\ud558\uba74\uc11c \uc911\uad6d\uacfc D:5\uc744 \ubb36\uc5b4 \uc5b8\uae09\ud558\uba70 \uac15\ud55c \uaddc\uc81c \uc758\uc9c0\ub97c \ub4dc\ub7ec\ub0b8 \uc810\ub3c4 \ubd80\ub2f4\uc774\ub2e4. D:5\ub294 \ubbf8 \uc815\ubd80\uac00 \uc0ac\uc6a9\ud558\ub294 \ud2b9\uc815 \uad6d\uac00\uadf8\ub8f9 \ucf54\ub4dc\ub2e4. \ud1b5\uc0c1 \ubbf8 \ubb34\uae30\uae08\uc218\uad6d\uc73c\ub85c \ubd88\ub9ac\uba70 \uc911\uad6d, \ub7ec\uc2dc\uc544, \ubd81\ud55c, \uc774\ub780, \uc2dc\ub9ac\uc544, \ucfe0\ubc14 \ub4f1 \uc801\ub300\uad6d\uac00\uac00 \ud3ec\ud568\ub41c\ub2e4.<\/p>\n

\uc5d4\ube44\ub514\uc544\uac00 \ub300\uaddc\ubaa8 \ud22c\uc790 \uacc4\ud68d\uc744 \ub0b4\ub1a8\uc74c\uc5d0\ub3c4 \uaddc\uc81c\uac00 \uc774\ub904\uc9c4 \uc810\ub3c4 \uc8fc\ubaa9\ud560 \ub300\ubaa9\uc774\ub2e4. \uc774\ub294 \uc0bc\uc131\uc804\uc790\ubfd0 \uc544\ub2c8\ub77c SK\ud558\uc774\ub2c9\uc2a4\uc5d0 \ub300\ud55c \uc6b0\ub824\ub3c4 \ud0a4\uc6b0\ub294 \uc9c0\uc810\uc774\ub2e4. 2\uacf3 \ubaa8\ub450 \uc870 \ubc14\uc774\ub4e0 \ub300\ud1b5\ub839 \uc2dc\uae30 \ubbf8\uad6d\uc5d0 \ubc18\ub3c4\uccb4 \uacf5\uc7a5 \uac74\uc124\uc744 \ubc1c\ud45c\ud588\uace0 \ubcf4\uc870\uae08\uc744 \ubc1b\uae30\ub85c \ud588\ub2e4. \ubcf4\uc870\uae08 \ud611\uc0c1\uc744 \ub099\uad00\ud558\uae30 \uc5b4\ub824\uc6b4 \ud615\uad6d\uc774\ub2e4.<\/p>\n

\uc815\ubd80\uc640 \uc6d0\ud300\uc73c\ub85c \ub300\uc751\ud574 \ud611\uc0c1\ud558\ub294 \uac8c \ub354 \uc911\uc694\ud574\uc9c4 \uc0c1\ud669\uc774\ub2e4. \uc548\ub355\uadfc \uc0b0\uc5c5\ud1b5\uc0c1\uc790\uc6d0\ubd80 \uc7a5\uad00\uc740 \uc774\ub974\uba74 \ub0b4\uc8fc \ubbf8\uad6d\uc744 \ucc3e\uc544 \ud611\uc0c1\uc5d0 \ub098\uc124 \uc608\uc815\uc778 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4. \uc5c5\uacc4\uc5d0\uc11c\ub294 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 \uc911\uc694\ud55c \uc815\ucc45 \uacfc\uc5c5 \ub2ec\uc131\uc5d0 \ud544\uc694\ud55c \uc870\uc120 \ud611\ub825, \uc54c\ub798\uc2a4\uce74 LNG \ud504\ub85c\uc81d\ud2b8 \ucc38\uc5ec \ub4f1\uc744 \uc5f0\uacc4\ud574 ‘\uc6d0\uc2a4\ud1b1 \uc1fc\ud551’ \ubc29\uc2dd \ud611\uc0c1\uc774 \uc774\ub904\uc9c8 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\ub2e4.<\/p>\n

\ubbf8\uad6d \ub0b4 \uacf5\uae09\ub9dd \uac15\ud654 \ub4f1\uc744 \uc704\ud55c \ucca0\uac15 \uc5ed\uc2dc \ud55c\uad6d\uc758 \ud611\uc0c1\ub825\uc744 \ub192\uc77c \uc0b0\uc5c5\uc73c\ub85c \uc9c0\ubaa9\ub410\uc9c0\ub9cc \ud604\ub300\ucc28\uadf8\ub8f9\uc5d0\uc11c \uc774\ubbf8 \uba3c\uc800 \ubbf8\uad6d\uc5d0 \ud22c\uc790 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud55c \uc0c1\ud0dc\ub2e4.<\/p>\n

\/ \uae40\uacbd\ud0dc \ub354\ubca8 \uae30\uc790<\/p>\n","protected":false},"excerpt":{"rendered":"

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