{"id":28364,"date":"2025-05-27T07:22:36","date_gmt":"2025-05-26T22:22:36","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=28364"},"modified":"2025-05-28T11:03:08","modified_gmt":"2025-05-28T02:03:08","slug":"%ea%b4%80%ec%84%b8%ed%8f%ad%ed%83%84-%ec%9e%84%eb%b0%95-%eb%af%b8%ea%b5%ad-%ed%88%ac%ec%9e%90%ec%95%95%eb%b0%95-%ec%bb%a4%ec%a7%84%eb%8b%a4","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=28364","title":{"rendered":"‘\uad00\uc138\ud3ed\ud0c4 \uc784\ubc15’ \ubbf8\uad6d \ud22c\uc790\uc555\ubc15 \ucee4\uc9c4\ub2e4"},"content":{"rendered":"

|\u2460\ud55c\uad6d \uae30\uc5c5 \uc0dd\uc0b0\uae30\uc9c0 \uc774\ub3d9 \uac80\ud1a0, \uac70\uc810\ubcc4 \uc720\uc5f0\ud55c \uc804\ub7b5 \ud544\uc218<\/h3>\n

\ubbf8\uad6d\uc758 \uc0c1\ud638\uad00\uc138 \uc720\uc608 \uae30\uac04\uc774 50\uc77c\ub3c4 \ub0a8\uc9c0 \uc54a\uac8c \ub410\ub2e4. \uac01\uad6d\uc740 \uc5f0\uc774\uc5b4 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc744 \ube44\ub86f\ud55c \uc694\uc8fc\uc758 \uc778\ubb3c\uc744 \ub9cc\ub098 \ud611\uc0c1\uc5d0 \ub098\uc11c\uace0 \uc788\ub2e4. \ubbf8\uad6d\uc740 \ub178\uace8\uc801\uc73c\ub85c \uc601\ub0b4 \ud22c\uc790\ub97c \uc720\ub3c4\ud558\uace0 \uc788\ub2e4. \uc790\uad6d\uc744 \uc81c\uc870\uc5c5 \uc911\uc2ec\uc73c\ub85c \ud0c8\ubc14\uafc8\ud574 \uacbd\uc81c \ubd80\ud765\uc744 \uc77c\uc73c\ud0a4\uaca0\ub2e4\ub294 \uc758\ub3c4\ub2e4.<\/p>\n

\uad6d\ub0b4 \uc0b0\uc5c5\uacc4\ub3c4 \uc601\ud5a5\uad8c\uc774\ub2e4. \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc740 \uc9c1\uac04\uc811\uc801\uc73c\ub85c \uc555\ubc15\uc744 \ubc1b\uace0 \uc788\ub2e4. \uc77c\ubd80\ub294 \uc120\uc81c \ub300\uc751\uc5d0 \ub098\uc120 \uac00\uc6b4\ub370 \ub300\ubd80\ubd84\uc740 \ub2e4\uac01\ub3c4\ub85c \uac80\ud1a0 \uc911\uc774\ub2e4. \uacbd\uae30\uce68\uccb4\uac00 \uacc4\uc18d\ub418\ub294 \uc0c1\ud669\uc5d0\uc11c \ub300\uaddc\ubaa8 \ud22c\uc790\ub294 \ubd80\ub2f4\uc2a4\ub7fd\uc9c0\ub9cc \ubb34\ub300\uc751\uc73c\ub85c\ub9cc \uc77c\uad00\ud560 \uc218 \uc5c6\uc5b4\uc11c\ub2e4.<\/p>\n

\u25c7\ucde8\uc784 100\uc77c \ud589\uc0ac \uac1c\ucd5c, \uae00\ub85c\ubc8c \uae30\uc5c5 \ucd08\uccad<\/strong><\/p>\n

\uc9c0\ub09c\ub2ec \ub9d0 \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\ub294 2\uae30 \uc9d1\uad8c 100\uc77c\uc744 \ub9de\uc544 \ubc31\uc545\uad00\uc5d0\uc11c ‘\ubbf8\uad6d\uc5d0 \ud22c\uc790\ud558\ub77c(Invest in America)’\ub294 \ud589\uc0ac\ub97c \uac1c\ucd5c\ud588\ub2e4.<\/p>\n

\uc774 \uc790\ub9ac\uc5d0\ub294 \uc5d4\ube44\ub514\uc544, \uc874\uc2a8\uc564\ub4dc\uc874\uc2a8, \uc77c\ub77c\uc774\ub9b4\ub9ac, \uc81c\ub108\ub7f4\uc77c\ub809\ud2b8\ub9ad(GE), \uc18c\ud504\ud2b8\ubc45\ud06c, \ub3c4\uc694\ud0c0 \ub4f1 \uc720\uc218\uc758 \uae30\uc5c5 \ucd5c\uace0\uacbd\uc601\uc790(CEO) 20\uc5ec\uba85\uc774 \ucc38\uc11d\ud588\ub2e4. \uc6b0\ub9ac\ub098\ub77c\uc5d0\uc11c\ub294 \ud604\ub300\uc790\ub3d9\ucc28\uac00 \ub3d9\ucc38\ud588\ub2e4.<\/p>\n

\"\"<\/div>\n

\uc774\ub0a0 \uce90\ub864\ub77c\uc778 \ub808\ube57 \ubc31\uc545\uad00 \ub300\ubcc0\uc778\uc740 “\ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 100\uc77c \ub9cc\uc5d0 \uc870 \ubc14\uc774\ub4e0 \ub300\ud1b5\ub839 4\ub144 \uc784\uae30\ubcf4\ub2e4 \ub354 \ub9ce\uc740 \ubbf8\uad6d \ub0b4 \ud22c\uc790\ub97c \uc774\ub04c\uc5b4\ub0c8\ub2e4”\uace0 \uac15\uc870\ud588\ub2e4.<\/p>\n

\uc774\ub294 \uad00\uc138\ud3ed\ud0c4 \ub4f1 \ubbf8\uad6d\uc758 \uc555\ub825\uc131 \uc815\ucc45\uc774 \uc801\uc796\uc740 \uc601\ud5a5\uc744 \ubbf8\uce5c \uac83\uc73c\ub85c \ud480\uc774\ub41c\ub2e4. \ubc18\ub3c4\uccb4 \ubcf4\uc870\uae08 \ucd95\uc18c, \uc778\ud50c\ub808\uc774\uc158 \uac10\ucd95\ubc95(IRA) \ubb34\ud6a8\ud654 \ub4f1\uc744 \uc2dc\uc0ac\ud558\uae30\ub3c4 \ud588\ub2e4. \uae30\uc874 \ud22c\uc790 \uacc4\ud68d\uc744 \uc804\uba74 \uc218\uc815\ud574\uc57c \ud560 \uc218 \uc788\ub294 \uc0ac\uc548\ub4e4\uc774\ub2e4.<\/p>\n

\uac19\uc740 \ub9e5\ub77d\uc5d0\uc11c \ucd5c\uadfc \ubbf8\uad6d \ud558\uc6d0\uc774 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 \uac10\uc138 \ubc95\uc548 ‘\ud558\ub098\uc758 \ud06c\uace0 \uc544\ub984\ub2e4\uc6b4 \ubc95\uc548’\uc744 \ud1b5\uacfc\uc2dc\ucf30\ub2e4. \uc0dd\uc0b0\uc138\uc561\uacf5\uc81c(PTC), \ud22c\uc790\uc138\uc561\uacf5\uc81c(ITC) \ub4f1 \ud3d0\uc9c0\uac00 \uace8\uc790\ub2e4. \uc0c1\uc6d0\uc73c\ub85c \ub118\uc5b4\uac04 \ud574\ub2f9 \ubc95\uc548\uc740 7\uc6d4 \ucd5c\uc885 \uacb0\uc815\ub420 \uc608\uc815\uc774\ub2e4.<\/p>\n

\ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \uad6d\uac00\uc6d0\uc218\ub294 \ubb3c\ub860 \ube45\ud14c\ud06c CEO \ub4f1\uacfc \uc9c1\uc811 \ub300\uba74\ud558\uba74\uc11c \uc5ec\ub7ec \ud611\uc0c1\uc744 \ud3bc\uce58\uace0 \uc788\ub2e4. \uc0c1\ud638\uad00\uc138\ub97c \uc608\uace0\ud55c \ub4a4 90\uc77c\uc758 \uc720\uc608\uae30\uac04\uc744 \ub454 \uac83\uc774 \ud55c \uc608\ub2e4. \uc774 \uae30\uac04 \ub0b4 \uc774\ub807\ub2e4 \ud560 \uc81c\uc548\uc774 \uc5c6\ub2e4\uba74 \uc0ac\uc804\uc5d0 \uc124\uc815\ud55c \uad00\uc138\uc728\uc744 \uc774\ud589\ud558\uaca0\ub2e4\ub294 \ub73b\uc774 \ub0b4\ud3ec\ub3fc \uc788\ub2e4.<\/p>\n

\ub300\ub300\uc801\uc73c\ub85c \ub300\ub9bd \uc911\uc778 \uc911\uad6d\uacfc\ub3c4 \uc7a0\uc2dc \ud734\uc804\uc5d0 \ub3cc\uc785\ud588\ub2e4. 100%\ud3ec\uc778\ud2b8 \ub118\ub294 \ubcf4\ubcf5\uad00\uc138\ub97c \ubd80\uacfc\ud558\ub358 \uc591\uad6d\uc740 \uc774\ub2ec \uc911\uc21c \ud569\uc758\ub97c \ud1b5\ud574 \uad00\uc138\uc728\uc744 \ub300\ud3ed \ub0ae\ucdc4\ub2e4. \uc774\ud6c4 \ubbf8\ubb18\ud55c \uc2e0\uacbd\uc804\uc774 \uc774\uc5b4\uc9c0\uace0 \uc788\uc73c\ub098 \ucd08\uae30 \uac08\ub4f1\ubcf4\ub2e4\ub294 \ub204\uadf8\ub7ec\uc9c4 \ubd84\uc704\uae30\ub2e4.<\/p>\n

\uc774\uc640 \ubcc4\uac1c\ub85c \uc5d4\ube44\ub514\uc544, \uc778\ud154, \ub9c8\uc774\ud06c\ub860 \ub4f1 \ubbf8\uad6d \ud68c\uc0ac\ub4e4\uc740 \ud604\uc9c0 \ud22c\uc790\ub97c \ubcf8\uaca9\ud654\ud558\uace0 \uc788\ub2e4. \uc0ac\uc5c5\uc801 \uad00\uc810\ub3c4 \uc788\uaca0\uc73c\ub098 \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc640 \uc88b\uc740 \uad00\uacc4\ub97c \uc720\uc9c0\ud558\ub824\ub294 \ud3ec\uc11d\uc73c\ub85c \uc77d\ud78c\ub2e4.<\/p>\n

\ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0(\ud30c\uc6b4\ub4dc\ub9ac) 1\uc704\uc778 \ub300\ub9cc TSMC\ub3c4 \ucc9c\ubb38\ud559\uc801\uc778 \uae08\uc561\uc744 \ub4e4\uc5ec \ubbf8\uad6d \ub0b4 \uc0dd\uc0b0\ub77c\uc778\uc744 \uad6c\ucd95\ud558\uae30\ub85c \ud588\ub2e4. \uc560\ud50c, AMD \ub4f1 \ubbf8\uad6d \uad6d\uc801\uc758 \ube45\ud14c\ud06c\uc640 \uac70\ub798\ub97c \uc9c0\uc18d\ud558\uae30 \uc704\ud568\uc774\ub2e4.<\/p>\n

\uc774\ub2ec \ubbf8\uad6d\uc740 \uc0ac\uc6b0\ub514\ub85c\ubd80\ud130 \ub300\uaddc\ubaa8 \ud22c\uc790 \uc57d\uc18d\uc744 \uc5bb\uc5b4\ub0b4\uae30\ub3c4 \ud588\ub2e4. \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc758 \uc790\uad6d \uc911\uc2ec \uacbd\uc81c \uc7ac\ud3b8\uc744 \uac00\uc18d\ud654\ud560 \uc218 \uc788\ub294 \uc0ac\ub840\ub2e4.<\/p>\n

\"\"<\/div>\n

\u25c7\ud604\ub300\ucc28 \uc120\ubd09, \uc0bc\uc131\u00b7LG\u00b7SK\u00b7\ud55c\ud654 \ub4f1 \ub2e4\uac01\ub3c4 \uac80\ud1a0<\/strong><\/p>\n

\uad6d\ub0b4 \ub300\uae30\uc5c5\ub3c4 \ubd84\uc8fc\ud558\uac8c \uc6c0\uc9c1\uc774\uace0 \uc788\ub2e4. \uc62c 3\uc6d4 \uc815\uc758\uc120 \ud604\ub300\ucc28\uadf8\ub8f9 \ud68c\uc7a5\uc774 \ubbf8\uad6d \ubc31\uc545\uad00\uc5d0 30\uc870\uc6d0 \uc774\uc0c1 \ub300\ud615 \ud22c\uc790\ub97c \ubc1c\ud45c\ud55c \uac83\uc774 \ub300\ud45c\uc801\uc774\ub2e4. \uc774\uc5d0 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 “\ud604\ub300\ucc28\ub294 \uad00\uc138\ub97c \ub0bc \ud544\uc694\uac00 \uc5c6\ub2e4”\uace0 \ud654\ub2f5\ud558\ub294 \ub4f1 \uae0d\uc815\uc801\uc778 \ubc18\uc751\uc744 \uc774\ub04c\uc5b4\ub0c8\ub2e4.<\/p>\n

\uad6c\uccb4\uc801\uc73c\ub85c \ud604\ub300\ucc28\uadf8\ub8f9\uc740 270\ub9cc\ud1a4 \uaddc\ubaa8 \uc81c\ucca0\uc18c, 120\ub9cc\ub300 \uc774\uc0c1 \uc0dd\uc0b0\ub2a5\ub825(\uce90\ud30c)\uc744 \uac16\ucd98 \uc804\uae30 \uacf5\uc7a5 \ub4f1\uc744 \ub8e8\uc774\uc9c0\uc560\ub098\uc8fc\uc640 \uc870\uc9c0\uc544\uc8fc \ub4f1\uc9c0\uc5d0 \uc138\uc6b8 \uacc4\ud68d\uc774\ub2e4. \ud2b8\ub7fc\ud504\ubc1c \uad00\uc138\uc815\ucc45\uc744 \uc815\uba74 \ub3cc\ud30c\ud558\uaca0\ub2e4\ub294 \uc758\uc9c0\uac00 \uc5ff\ubcf4\uc774\ub294 \ub300\ubaa9\uc774\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 \ud14d\uc0ac\uc2a4\uc8fc\uc5d0 \ud30c\uc6b4\ub4dc\ub9ac \uacf5\uc7a5\uc744 \uad6c\ucd95 \uc911\uc774\ub2e4. \ub2e4\ub9cc \uc774\ub294 \ubc14\uc774\ub4e0 \ud589\uc815\ubd80 \uc2dc\uc808 \uc774\ub904\uc9c4 \uacb0\uc815\uc774\ub2e4. \ucd94\ud6c4 \ubc18\ub3c4\uccb4 \ucd94\uac00 \ud22c\uc790, \uac00\uc804\uacf5\uc7a5 \uc99d\uc124 \ub4f1\uc774 \ub2e8\ud589\ub420 \uac00\ub2a5\uc131\uc774 \uc81c\uae30\ub41c\ub2e4.<\/p>\n

LG\uc804\uc790\ub294 \uac00\uc804 \uc0dd\uc0b0\uae30\uc9c0 \uc870\uc815\uc5d0 \ub098\uc11c\uace0 \uc788\ub2e4. \ubbf8\uad6d\ud589\uc740 ‘\ub9c8\uc9c0\ub9c9 \uc218\ub2e8’\uc774\ub77c\ub294 \uc785\uc7a5\uc774\ub098 \uc911\uc7a5\uae30 \uad00\uc810\uc5d0\uc11c \ud604\uc9c0 \uc2dc\uc124 \ud22c\uc790\uc5d0 \ubb34\uac8c\uac00 \uc2e4\ub9b0\ub2e4. \uc774\ubbf8 \uc0ac\uc804\uc791\uc5c5\uc774 \uc9c4\ud589 \uc911\uc778 \uac83\uc73c\ub85c \ud30c\uc545\ub41c\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc778\ub514\uc560\ub098\uc8fc \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uacf5\uc7a5 \uc124\ub9bd\uc744 \uc55e\ub450\uace0 \uc788\ub2e4. SK\uc2e4\ud2b8\ub860\uc740 \ubbf8\uc2dc\uac04\uc8fc\uc5d0\uc11c \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uad00\ub828 \ub77c\uc778\uc744 \uc6b4\uc601\ud558\uac8c \ub41c\ub2e4.<\/p>\n

3\uac1c \uadf8\ub8f9\uc758 \ubc30\ud130\ub9ac \uc81c\uc870\uc0ac \uc0bc\uc131SDI, LG\uc5d0\ub108\uc9c0\uc194\ub8e8\uc158, SK\uc628 \ub4f1\uc740 \uc804\uae30\ucc28 \uc0b0\uc5c5 \uc131\uc7a5 \ub454\ud654\uc5d0\ub3c4 \ubbf8\uad6d \ud22c\uc790\ub97c \uc9c0\uc18d\ud558\uace0 \uc788\ub2e4. \uc5ec\ub7ec \ubcc0\uc218 \uc18d\uc5d0\uc11c \ud569\uc791\ubc95\uc778(JV) \ub85c\ub4dc\ub9f5 \ubcc0\uacbd \ub4f1\uc774 \ubcd1\ud589\ub418\uace0 \uc788\uc73c\ub098 3\ub300 \uc804\uae30\ucc28 \uc2dc\uc7a5\uc73c\ub85c \uaf3d\ud788\ub294 \ubbf8\uad6d\uc744 \ub193\uce60 \uc218 \uc5c6\ub2e4\ub294 \uc2ec\uc0b0\uc774\ub2e4.<\/p>\n

\ud55c\ud654\ud050\uc140\uc740 \uc870\uc9c0\uc544\uc8fc\uc5d0\uc11c \ud0dc\uc591\uad11 \ubaa8\ub4c8\uc744 \uc0dd\uc0b0 \uc911\uc774\ub2e4. \ud5a5\ud6c4 IRA \ubc95\uc548 \ubcc0\uacbd\uc5d0 \ub530\ub978 \ub300\uc751\uc774 \ubd88\uac00\ud53c\ud558\ub2e4. \ucd5c\uadfc\uc5d0\ub294 \ud55c\ud654\uadf8\ub8f9\uc774 \uc778\uc218\ud55c \ubbf8\uad6d \ud544\ub9ac\uc870\uc120\uc18c\uc5d0\uc11c \uc561\ud654\ucc9c\uc5f0\uac00\uc2a4(LNG) \uc6b4\ubc18\uc120\uc744 \ub9cc\ub4e0\ub2e4\ub294 \uc18c\uc2dd\ub3c4 \uc804\ud574\uc9c4\ub2e4.<\/p>\n

\/ \uae40\ub3c4\ud604 \ub354\ubca8 \uae30\uc790<\/p>\n","protected":false},"excerpt":{"rendered":"

|\u2460\ud55c\uad6d \uae30\uc5c5 \uc0dd\uc0b0\uae30\uc9c0 \uc774\ub3d9 \uac80\ud1a0, \uac70\uc810\ubcc4 \uc720\uc5f0\ud55c \uc804\ub7b5 \ud544\uc218 \ubbf8\uad6d\uc758 \uc0c1\ud638\uad00\uc138 \uc720\uc608 \uae30\uac04\uc774 50\uc77c\ub3c4 \ub0a8\uc9c0 \uc54a\uac8c \ub410\ub2e4. \uac01\uad6d\uc740 \uc5f0\uc774\uc5b4 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc744 \ube44\ub86f\ud55c \uc694\uc8fc\uc758 \uc778\ubb3c\uc744 \ub9cc\ub098 \ud611\uc0c1\uc5d0 \ub098\uc11c\uace0 \uc788\ub2e4. \ubbf8\uad6d\uc740 \ub178\uace8\uc801\uc73c\ub85c \uc601\ub0b4 \ud22c\uc790\ub97c \uc720\ub3c4\ud558\uace0 \uc788\ub2e4. \uc790\uad6d\uc744 \uc81c\uc870\uc5c5 \uc911\uc2ec\uc73c\ub85c \ud0c8\ubc14\uafc8\ud574 \uacbd\uc81c \ubd80\ud765\uc744 \uc77c\uc73c\ud0a4\uaca0\ub2e4\ub294 \uc758\ub3c4\ub2e4. \uad6d\ub0b4 \uc0b0\uc5c5\uacc4\ub3c4 \uc601\ud5a5\uad8c\uc774\ub2e4. \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc740 \uc9c1\uac04\uc811\uc801\uc73c\ub85c \uc555\ubc15\uc744 \ubc1b\uace0 \uc788\ub2e4. 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