{"id":33260,"date":"2025-07-08T16:40:26","date_gmt":"2025-07-08T07:40:26","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=33260"},"modified":"2025-07-09T10:58:46","modified_gmt":"2025-07-09T01:58:46","slug":"%eb%af%b8%ea%b5%ad-%eb%b0%98%eb%8f%84%ec%b2%b4-%ec%84%b8%ec%95%a1%ea%b3%b5%ec%a0%9c-%ed%99%95%eb%8c%80-%ec%82%bc%ec%84%b1%c2%b7sk-%ea%b8%b0%eb%8c%80-%eb%b0%98-%ea%b1%b1%ec%a0%95-%eb%b0%98","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=33260","title":{"rendered":"\ubbf8\uad6d \ubc18\ub3c4\uccb4 \uc138\uc561\uacf5\uc81c \ud655\ub300, \uc0bc\uc131\u00b7SK ‘\uae30\ub300 \ubc18 \uac71\uc815 \ubc18’"},"content":{"rendered":"

|25%\u219235% \uc0c1\ud5a5 \uc870\uc815, \ud604\uc9c0 \ud22c\uc790\uc555\ubc15 \uac70\uc138\uc9c8 \ub4ef<\/h3>\n

\ubbf8\uad6d \ubc18\ub3c4\uccb4 \uc138\uc561\uacf5\uc81c \uaddc\ubaa8\uac00 \uc608\uc0c1\uacfc \ub2ec\ub9ac \ucee4\uc9c4\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \ub4f1\uc740 \uae30\uc874\ub300\ub85c \ud22c\uc790 \uacc4\ud68d\uc744 \uc774\ud589\ud560 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \ucd95\uc18c\ub97c \ub118\uc5b4 \ud3d0\uc9c0\uae4c\uc9c0 \uac70\ub860\ub410\uc74c\uc744 \uace0\ub824\ud558\uba74 \ud55c\uc228 \ub3cc\ub838\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4.<\/p>\n

\ub2e4\ub9cc \uc6b0\ub824\uc758 \ubaa9\uc18c\ub9ac\ub3c4 \uacf5\uc874\ud55c\ub2e4. \uc911\uc7a5\uae30\uc801\uc73c\ub85c \ubbf8\uad6d \ub0b4 \ud22c\uc790\ub97c \uc885\uc6a9\ud558\ub294 \uc6c0\uc9c1\uc784\uc774 \ub4a4\ub530\ub97c \uac83\uc73c\ub85c \uad00\uce21\ub418\uba74\uc11c\ub2e4. \ubc14\uc774\ub4e0 \ud589\uc815\ubd80\uc5d0 \uc774\uc5b4 \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80 \uc5ed\uc2dc \uc790\uad6d \ubc18\ub3c4\uccb4 \uc0dd\ud0dc\uacc4 \uac15\ud654\ub97c \ucd94\uc9c4\ud558\uace0 \uc788\uc5b4 \ucd94\ud6c4 \uc815\uad8c\uad50\uccb4 \uc5ec\ubd80\uc640 \ubcc4\uac1c\ub85c \uc774\uac19\uc740 \uae30\uc870\ub294 \uacc4\uc18d \uc720\uc9c0\ub420 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n

\u25c7’\uce69\uc2a4\ubc95’ \ud3d0\uc9c0 \uc8fc\uc7a5\ud55c \ud2b8\ub7fc\ud504, \ud6c4\uc18d \uc870\uce58\ub294<\/strong><\/p>\n

\uc5c5\uacc4\uc5d0 \ub530\ub974\uba74 \ubbf8\uad6d \uc0c1\uc6d0\uc5d0 \uc774\uc5b4 \ud558\uc6d0\uc740 \ubc18\ub3c4\uccb4 \uc138\uc561\uacf5\uc81c\ub97c 25%\uc5d0\uc11c 35%\ub85c \ud655\ub300\ud558\ub294 \ub0b4\uc6a9\uc774 \ud3ec\ud568\ub41c \uac10\uc138\ubc95\uc548\uc744 \ud1b5\uacfc\uc2dc\ucf30\ub2e4. \uc774\ub294 2022\ub144 \uc81c\uc815\ub41c ‘\ubc18\ub3c4\uccb4 \ubc0f \uacfc\ud559\ubc95(\uce69\uc2a4\ubc95)’\uc744 \uac15\ud654\ud55c \uac83\uc73c\ub85c ‘\ud558\ub098\uc758 \ud06c\uace0 \uc544\ub984\ub2e4\uc6b4 \ubc95\uc548(OBBBA)’\uc774\ub77c\ub294 \uc774\ub984\uc73c\ub85c \uc218\uc815\ub410\ub2e4.<\/p>\n

OBBBA \ucd08\uc548\uc5d0\uc11c\ub294 \uc138\uc561\uacf5\uc81c \ube44\uc911\uc744 30%\ub85c \ub298\ub9b4 \uc608\uc815\uc774\uc5c8\uc73c\ub098 35%\ub85c \uc7ac\ucc28 \ud655\ub300\ub41c \uac83\uc774\ub2e4. \ub2f9\ucd08 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc774 \uad00\ub828 \ubc95\uc5d0 \ub300\ud574 \ubd80\uc815\uc801 \uc2dc\uac01\uc744 \ub4dc\ub7ec\ub0b8 \uac83\uacfc \uc0c1\ubc18\ub41c \uacb0\uacfc\uac00 \ub098\uc624\uac8c \ub410\ub2e4.<\/p>\n

\ud61c\ud0dd \ub300\uc0c1\uc740 2022\ub144 \ub9d0 \uc774\ud6c4 \uac00\ub3d9\ud558\ub294 \uc2dc\uc124\uacfc 2026\ub144 \ub9d0 \uc774\uc804\uc5d0 \ucc29\uacf5\ud558\ub294 \uc2dc\uc124\uc774\ub2e4. \uad6d\ub0b4\uc5d0\uc11c\ub294 \ud14d\uc0ac\uc2a4\uc8fc\uc5d0 \ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0(\ud30c\uc6b4\ub4dc\ub9ac) \ub77c\uc778\uc744 \uc99d\uc124 \uc911\uc778 \uc0bc\uc131\uc804\uc790, \uc778\ub514\uc560\ub098\uc8fc\uc5d0 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ub77c\uc778\uc744 \ub9c8\ub828\ud560 SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc218\ud61c\ub97c \uc785\uc744 \uc804\ub9dd\uc774\ub2e4.<\/p>\n

\"\"
*\uc0bc\uc131\uc804\uc790 \ubbf8\uad6d \ud14d\uc0ac\uc2a4 \uc0ac\uc5c5\uc7a5<\/figcaption><\/figure>\n

\ub2e8\ud3b8\uc801\uc73c\ub85c\ub294 \uae0d\uc815\uc801\uc774\ub2e4. \uae30\ub300\ubcf4\ub2e4 \ub354 \ub9ce\uc740 \uc138\uc81c \ud61c\ud0dd\uc744 \ubc1b\uac8c \ub41c \ub355\ubd84\uc774\ub2e4. \ubb38\uc81c\ub294 \uacbd\uc7c1\uc0ac\ub4e4\ub3c4 \uac19\uc740 \uc0c1\ud669\uc774\ub77c\ub294 \uc810, \ubbf8\uad6d \uce21\uc758 \ub610 \ub2e4\ub978 \uc694\uad6c\uac00 \uc788\uc744 \ud655\ub960\uc774 \ub192\ub2e4\ub294 \uc810 \ub4f1\uc774\ub2e4.<\/p>\n

TSMC, \uc778\ud154, \ub9c8\uc774\ud06c\ub860, \ud14d\uc0ac\uc2a4\uc778\uc2a4\ud2b8\ub8e8\uba3c\ud2b8(TI) \ub4f1 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\ub3c4 \ubbf8\uad6d \ud22c\uc790\ub97c \uc9c4\ud589 \uc911\uc774\uac70\ub098 \uc608\uace0\ud55c \ub9cc\ud07c \ucd94\uac00\uc801\uc778 \uacf5\uc81c \ud6a8\uacfc\ub97c \ub204\ub9b0\ub2e4. \uc774\ub4e4\uc740 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uacbd\uc7c1\uc774\uae30\ub3c4 \ud558\ub2e4.<\/p>\n

\ud2b9\ud788 \uc778\ud154\uacfc \ub9c8\uc774\ud06c\ub860, TI \ub4f1\uc740 \ubbf8\uad6d \ud68c\uc0ac\ub2e4. \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uac00 \uc790\uad6d \uae30\uc5c5\uc5d0 \ud798\uc744 \uc2e4\uc5b4\uc904 \uac00\ub2a5\uc131\uc774 \ub18d\ud6c4\ud558\ub2e4. \uc9c1\uac04\uc811\uc801\uc73c\ub85c \ud55c\uad6d \uc5c5\uccb4\ubcf4\ub2e4 \ub354 \ub9ce\uc740 \uc120\ubb3c\uc774 \uc8fc\uc5b4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n

\ud604\uc9c0 \ud22c\uc790\uc758 \uc8fc\ub41c \ubaa9\uc801\uc740 \ubbf8\uad6d \ube45\ud14c\ud06c\uc640\uc758 \uc811\uc810 \ud655\ub300\ub2e4. \uc911\uad6d\ucc98\ub7fc \ub178\uace8\uc801\uc73c\ub85c \ud1a0\uc885 \uae30\uc5c5\uc744 \ubc00\uc5b4\uc8fc\ub294 \ud615\ud0dc\uac00 \ub418\uc9c0 \uc54a\uaca0\uc73c\ub098 \uc554\ubb35\uc801\uc73c\ub85c \uac19\uc740 \uad6d\uc801 \ud611\ub825\uc0ac\ub97c \uc6b0\uc120\uc2dc\ud558\ub294 \ubc29\ud5a5\uc774 \uc124\uc815\ub420 \uc218 \uc788\ub2e4.<\/p>\n

\ub354\ubd88\uc5b4 \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\ub294 \uc784\uae30 \ub0b4 \ub354 \ud070 \uc131\uacfc\ub97c \uac70\ub450\uae30 \uc704\ud574 \ud22c\uc790 \uc720\uce58\ub97c \uc9c0\uc18d\ud560 \ubc29\uce68\uc774\ub2e4. \uc774 \uacfc\uc815\uc5d0\uc11c \ubc18\ub3c4\uccb4 \uc138\uc561\uacf5\uc81c\uac00 \ub298\uc5b4\ub09c \ubd80\ubd84\uc740 \uba85\ubd84\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4.<\/p>\n

\ubc18\ub3c4\uccb4 \uc5c5\uacc4 \uad00\uacc4\uc790\ub294 “\ub2f9\uc7a5 \uc138\uc561\uacf5\uc81c\uac00 \ub298\uc5b4\ub098\ub294 \uac74 \uc88b\uc544 \ubcf4\uc77c \uc218 \uc788\ub294\ub370 \uc790\uad6d \uc6b0\uc120\uc8fc\uc758, \uc2e4\ub9ac\uc8fc\uc758 \ub4f1\uc744 \ucd94\uad6c\ud558\ub294 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 \uc2a4\ud0c0\uc77c\uc744 \uac10\uc548\ud558\uba74 \ucd5c\uc18c \uadf8\uc5d0 \uc900\ud558\ub294 \ud589\ubcf4\ub97c \uc6d0\ud560 \uac83”\uc774\ub77c\uace0 \uc124\uba85\ud588\ub2e4.<\/p>\n

\uc55e\uc11c \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\ub294 \ubc18\ub3c4\uccb4 \ubcf4\uc870\uae08 \uc7ac\ud611\uc0c1\uc744 \uc2dc\uc0ac\ud558\uae30\ub3c4 \ud588\ub2e4. \uc774\ubc88 \uc138\uc561\uacf5\uc81c \ubcc0\ub3d9\uacfc \ubcc4\uac1c\ub85c \ucc44\uc6a9\uaddc\ubaa8 \uc99d\ub300, \uc9c0\uc5ed\uc0ac\ud68c \uacf5\ud5cc \ub4f1\uc744 \ud0a4\uc6b0\ub294 \ubc29\uc548\uc744 \ucd09\uad6c\ud560 \uac83\uc73c\ub85c \uad00\uce21\ub41c\ub2e4. \uad81\uadf9\uc801\uc73c\ub85c \ud61c\ud0dd\uc5d0 \ub530\ub978 \ub300\uac00\uac00 \ubd88\uac00\ud53c\ud558\ub2e4\ub294 \uc758\ubbf8\ub2e4.<\/p>\n

\u25c7\uc0c1\ud638\uad00\uc138 \uc720\uc608\uae30\uac04 \uc885\ub8cc \uc784\ubc15 ‘\ubcc0\uc218’<\/strong><\/p>\n

\uc774\uc678 \ubcc0\uc218\ub85c\ub294 \uc0c1\ud638\uad00\uc138\uac00 \uaf3d\ud78c\ub2e4. \uc55e\uc11c \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\ub294 \uac01\uad6d\uc5d0 \ub300\ud55c \uc0c1\ud638\uad00\uc138 \ubd80\uacfc \uc720\uc608 \uae30\uac04\uc744 8\uc77c(\ud604\uc9c0\uc2dc\uac01)\ub85c \uc124\uc815\ud55c \ubc14 \uc788\ub2e4.<\/p>\n

\uba87\uba87 \ub098\ub77c\uac00 \uc774\uc804\uc5d0 \ud611\uc0c1\uc744 \ub9c8\ubb34\ub9ac\ud558\ub294 \ubd84\uc704\uae30\uc9c0\ub9cc \ub300\ub2e4\uc218\uac00 \uc544\uc9c1\uc774\ub2e4. \uad00\ub828 \ud14c\uc774\ube14\uc870\ucc28 \uafb8\ub9ac\uc9c0 \ubabb\ud55c \uad6d\uac00\ub3c4 \uc788\ub2e4.<\/p>\n

\uc6b0\ub9ac\ub098\ub77c\uc758 \uacbd\uc6b0 \uc2e4\ubb34\uc9c4 \ub4f1\uc774 \ub17c\uc758\ub97c \uc774\uc5b4\uac00\uace0 \uc788\uc9c0\ub9cc \uc870\uc728\uc774 \uc27d\uc9c0 \uc54a\uc740 \uac83\uc73c\ub85c \uc804\ud574\uc9c4\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c \uc720\uc608 \uae30\uac04\uc740 \ub0b4\ub2ec 1\uc77c\ub85c \uc7ac\ucc28 \ubbf8\ub904\uc84c\ub2e4.<\/p>\n

\ub2e4\ub9cc 25% \uad00\uc138 \ubd80\uacfc\ub294 \uc720\uc9c0\ub410\ub2e4. \ud488\ubaa9 \uad00\uc138\ub294 \ubcc4\uac1c\ub2e4. \ubc18\ub3c4\uccb4 \ub4f1 \uad00\uc138\uac00 \ucd94\uac00\ub85c \ubd99\uc744 \uc218 \uc788\ub2e4\ub294 \ub73b\uc774\ub2e4.<\/p>\n

\ud604\uc7ac \uc0b0\uc5c5\ud1b5\uc0c1\uc790\uc6d0\ubd80\uac00 \ubc29\ubbf8 \uc77c\uc815\uc744 \uc18c\ud654\ud558\uace0 \uc788\ub294 \uac00\uc6b4\ub370 \uc704\uc131\ub77d \ub300\ud1b5\ub839 \uad6d\uac00\uc548\ubcf4\uc2e4\uc7a5\uae4c\uc9c0 \uc6cc\uc2f1\ud134\uc73c\ub85c \ud5a5\ud588\ub2e4. \uc704 \uc2e4\uc7a5 \ub4f1\uc740 \ucd5c\ub300\ud55c \uad00\uc138 \uaddc\ubaa8\ub97c \uc904\uc774\ub294 \uc2dd\uc73c\ub85c \uc720\ub3c4\ud560 \ubc29\uce68\uc774\ub2e4.<\/p>\n

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

|25%\u219235% \uc0c1\ud5a5 \uc870\uc815, \ud604\uc9c0 \ud22c\uc790\uc555\ubc15 \uac70\uc138\uc9c8 \ub4ef \ubbf8\uad6d \ubc18\ub3c4\uccb4 \uc138\uc561\uacf5\uc81c \uaddc\ubaa8\uac00 \uc608\uc0c1\uacfc \ub2ec\ub9ac \ucee4\uc9c4\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \ub4f1\uc740 \uae30\uc874\ub300\ub85c \ud22c\uc790 \uacc4\ud68d\uc744 \uc774\ud589\ud560 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \ucd95\uc18c\ub97c \ub118\uc5b4 \ud3d0\uc9c0\uae4c\uc9c0 \uac70\ub860\ub410\uc74c\uc744 \uace0\ub824\ud558\uba74 \ud55c\uc228 \ub3cc\ub838\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4. \ub2e4\ub9cc \uc6b0\ub824\uc758 \ubaa9\uc18c\ub9ac\ub3c4 \uacf5\uc874\ud55c\ub2e4. \uc911\uc7a5\uae30\uc801\uc73c\ub85c \ubbf8\uad6d \ub0b4 \ud22c\uc790\ub97c \uc885\uc6a9\ud558\ub294 \uc6c0\uc9c1\uc784\uc774 \ub4a4\ub530\ub97c \uac83\uc73c\ub85c \uad00\uce21\ub418\uba74\uc11c\ub2e4. \ubc14\uc774\ub4e0 \ud589\uc815\ubd80\uc5d0 \uc774\uc5b4 \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80 \uc5ed\uc2dc \uc790\uad6d \ubc18\ub3c4\uccb4 […]<\/p>\n","protected":false},"author":44,"featured_media":33261,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,922,612,611],"tags":[960,6022,881,2286],"class_list":{"0":"post-33260","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-sanction","8":"category-thebell","9":"category-usa","10":"category-korea","11":"tag-sk","12":"tag-6022","13":"tag-881","14":"tag-2286"},"yoast_head":"\n\ubbf8\uad6d \ubc18\ub3c4\uccb4 \uc138\uc561\uacf5\uc81c \ud655\ub300, \uc0bc\uc131\u00b7SK '\uae30\ub300 \ubc18 \uac71\uc815 \ubc18' SanctionLab<\/title>\n<meta name=\"description\" content=\"\ubbf8\uad6d \ubc18\ub3c4\uccb4 \uc138\uc561\uacf5\uc81c \uaddc\ubaa8\uac00 \uc608\uc0c1\uacfc \ub2ec\ub9ac \ucee4\uc9c4\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \ub4f1\uc740 \uae30\uc874\ub300\ub85c \ud22c\uc790 \uacc4\ud68d\uc744 \uc774\ud589\ud560 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \ucd95\uc18c\ub97c \ub118\uc5b4 \ud3d0\uc9c0\uae4c\uc9c0 \uac70\ub860\ub410\uc74c\uc744 \uace0\ub824\ud558\uba74 \ud55c\uc228 \ub3cc\ub838\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4.\" \/>\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=33260\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\ubbf8\uad6d \ubc18\ub3c4\uccb4 \uc138\uc561\uacf5\uc81c \ud655\ub300, \uc0bc\uc131\u00b7SK '\uae30\ub300 \ubc18 \uac71\uc815 \ubc18' SanctionLab\" \/>\n<meta property=\"og:description\" content=\"\ubbf8\uad6d \ubc18\ub3c4\uccb4 \uc138\uc561\uacf5\uc81c \uaddc\ubaa8\uac00 \uc608\uc0c1\uacfc \ub2ec\ub9ac \ucee4\uc9c4\ub2e4. \uc774\uc5d0 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