{"id":42952,"date":"2025-10-20T07:16:20","date_gmt":"2025-10-19T22:16:20","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=42952"},"modified":"2025-10-20T07:16:20","modified_gmt":"2025-10-19T22:16:20","slug":"%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%ec%b5%9c%ec%8b%a0-ai-%ec%b9%a9-%eb%b8%94%eb%9e%99%ec%9b%b0-%e7%be%8e%ec%84%9c-%ec%b2%ab-%ec%83%9d%ec%82%b0","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=42952","title":{"rendered":"\uc5d4\ube44\ub514\uc544 &#8220;\ucd5c\uc2e0 AI \uce69 \ube14\ub799\uc6f0 \u7f8e\uc11c \uccab \uc0dd\uc0b0&#8221;"},"content":{"rendered":"<h3>| \uc5d4\ube44\ub514\uc544, TSMC \uc560\ub9ac\uc870\ub098 \uacf5\uc7a5\uc11c \ube14\ub799\uc6f0 \uccab \uc6e8\uc774\ud37c \uc0dd\uc0b0<br \/>\n| \uc820\uc2a8 \ud669 &#8220;\u7f8e\uc11c \uc0dd\uc0b0\ub41c \uccab \ube14\ub799\uc6f0, \uc5ed\uc0ac\uc0c1 \uac00\uc7a5 \uc911\uc694\ud55c \uce69&#8221;<br \/>\n| \u7f8e, \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \ubcf8\ud1a0\ud654 \uac00\uc18d\u2026AI \uae30\uc220 \uc8fc\ub3c4\uad8c \uac15\ud654 \uc804\ub9dd<\/h3>\n<p><strong>&lt;\uac1c\uc694&gt;<br \/>\n<\/strong>\uc5d4\ube44\ub514\uc544\uac00 \ucd5c\uc2e0 \uc778\uacf5\uc9c0\ub2a5(AI) \uce69 &#8216;\ube14\ub799\uc6f0&#8217;\uc744 \ubbf8\uad6d \ub0b4\uc5d0\uc11c \ucc98\uc74c\uc73c\ub85c \uc0dd\uc0b0\ud588\ub2e4\uace0 \uacf5\uc2dd \ubc1c\ud45c\ud588\uc74c. \ub300\ub9cc\uc5d0 \uae30\ubc18\uc744 \ub454 \uc138\uacc4 \ucd5c\ub300 \ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0 \uc5c5\uccb4 TSMC\uac00 \ubbf8\uad6d \uc560\ub9ac\uc870\ub098 \uacf5\uc7a5\uc5d0\uc11c \uc0dd\uc0b0\uc744 \uc2dc\uc791\ud558\uba74\uc11c, AI \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc758 \ubcf8\ud1a0\ud654\uac00 \ud604\uc2e4\ud654\ub410\uc74c. \uc774\ubc88 \uc0dd\uc0b0 \uac1c\uc2dc\ub294 \ubbf8\uad6d \uc815\ubd80\uc758 \uc0b0\uc5c5\uc815\ucc45 \uae30\uc870\uc640 \ub9de\ubb3c\ub824 \uc5d4\ube44\ub514\uc544\uc640 TSMC\uc758 \uc804\ub7b5\uc801 \ud611\ub825\uc758 \uc774\uc815\ud45c\ub85c \ud3c9\uac00\ub418\uace0 \uc788\uc74c.<\/p>\n<p><strong>&lt;\uc138\ubd80\ub0b4\uc5ed&gt;<br \/>\n<\/strong>\uc5d4\ube44\ub514\uc544\ub294 \uc9c0\ub09c 17\uc77c(\ud604\uc9c0\uc2dc\uac01) \uc138\uacc4 \ucd5c\ub300 \ud30c\uc6b4\ub4dc\ub9ac \uae30\uc5c5 TSMC\uc758 \ubbf8\uad6d \uc560\ub9ac\uc870\ub098\uc8fc \ubc18\ub3c4\uccb4 \uacf5\uc7a5\uc5d0\uc11c AI \uce69 \ube14\ub799\uc6f0\uc758 \ub300\ub7c9 \uc0dd\uc0b0\uc744 \uc2dc\uc791\ud588\ub2e4\uace0 <a href=\"https:\/\/blogs.nvidia.com\/blog\/tsmc-blackwell-manufacturing\/\">\ubc1c\ud45c<\/a>\ud588\uc74c. \uc820\uc2a8 \ud669 \uc5d4\ube44\ub514\uc544 \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub294 \uc774\ub0a0 \uacf5\uc7a5\uc744 \uc9c1\uc811 \ubc29\ubb38\ud574, TSMC\uc758 \uc6b4\uc601\ub2f4\ub2f9 \ubd80\uc0ac\uc7a5\uacfc \ud568\uaed8 \ubbf8\uad6d\uc5d0\uc11c \uc0dd\uc0b0\ub41c \uccab \ube14\ub799\uc6f0 \uc6e8\uc774\ud37c\uc5d0 \uc11c\uba85\ud588\uc74c.<\/p>\n<p>\ud669 CEO\ub294 \ud604\uc7a5\uc5d0\uc11c &#8220;\uc5ed\uc0ac\uc0c1 \uac00\uc7a5 \uc911\uc694\ud55c \ub2e8\uc77c \uce69\uc774 \ubbf8\uad6d \ub0b4 \uac00\uc7a5 \ucca8\ub2e8\uc758 TSMC \ud339\uc5d0\uc11c \ub9cc\ub4e4\uc5b4\uc9c0\ub294 \uac83\uc740 \uc774\ubc88\uc774 \ucc98\uc74c&#8221;\uc774\ub77c\uba70 &#8220;\uc774\ub294 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 \uc0b0\uc5c5 \uc7ac\ud3b8 \ube44\uc804\uc774 \uc2e4\ud604\ub418\ub294 \uc7a5\uba74&#8221;\uc774\ub77c\uace0 \ud3c9\uac00\ud588\uc74c.<\/p>\n<p>\ube14\ub799\uc6f0 \uce69\uc740 \uc774\uc804 \uc138\ub300\uc778 &#8216;\ud638\ud37c&#8217; \ub300\ube44 \uc5f0\uc0b0 \ud6a8\uc728\uc774 \ub300\ud3ed \ud5a5\uc0c1\ub3fc \ub300\uaddc\ubaa8 \uc5b8\uc5b4\ubaa8\ub378(LLM) \ud559\uc2b5 \ubc0f \ucd94\ub860\uc5d0 \ucd5c\uc801\ud654\ub41c \uc81c\ud488\uc784. \uc774\ubc88\uc5d0 \uc0ac\uc6a9\ub41c \uc0dd\uc0b0 \uacf5\uc815\uc740 5\ub098\ub178\ubbf8\ud130(nm)\uae09 &#8216;N5&#8217;\ub97c \uac1c\uc120\ud55c &#8216;N4P&#8217;\ub85c, TSMC\uac00 \ubcf4\uc720\ud55c \ucd5c\ucca8\ub2e8 \uae30\uc220 \uc911 \ud558\ub098\uc784. \uc5d4\ube44\ub514\uc544\ub294 \ube14\ub799\uc6f0\uc744 \ud1b5\ud574 AI \uae30\uc220 \uc2a4\ud0dd\uc758 \uc804 \uacfc\uc815\uc744 \ubbf8\uad6d \ub0b4\uc5d0\uc11c \uad6c\ud604\ud560 \uae30\ubc18\uc744 \ub9c8\ub828\ud558\uac8c \ub410\ub2e4\uace0 \ubc1d\ud614\uc74c.<\/p>\n<p>TSMC \uc560\ub9ac\uc870\ub098 \uacf5\uc7a5\uc740 \ubbf8\uad6d \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \ubd80\ud65c \uc804\ub7b5\uc5d0 \ub530\ub77c \uc870 \ubc14\uc774\ub4e0 \ud589\uc815\ubd80 \uc2dc\uc808 \ubcf8\uaca9 \ucd94\uc9c4\ub41c \ud504\ub85c\uc81d\ud2b8\ub85c, \ubbf8\uad6d \uc815\ubd80\ub294 66\uc5b5\ub2ec\ub7ec(\uc57d 9\uc8704000\uc5b5\uc6d0) \uaddc\ubaa8\uc758 \ubcf4\uc870\uae08\uc744 \uc9c0\uae09\ud588\uace0, TSMC\ub294 \uc774\uc5d0 \ub354\ud574 \ucd1d 650\uc5b5\ub2ec\ub7ec(\uc57d 92\uc8705700\uc5b5\uc6d0)\ub97c \ud22c\uc790\ud574 \uacf5\uc7a5\uc744 \uac74\uc124\ud588\uc74c. \uc774 \uacf5\uc7a5\uc740 \uc9c0\ub09c\ud574 \ub9d0\ubd80\ud130 \ubcf8\uaca9\uc801\uc778 \uc0dd\uc0b0\uc5d0 \ub3cc\uc785\ud588\uace0, \ud5a5\ud6c4 4\ub098\ub178 \uc774\ud558 \ucca8\ub2e8 \uacf5\uc815\uc73c\ub85c \uace0\uc131\ub2a5 \ubc18\ub3c4\uccb4\ub97c \uc0dd\uc0b0\ud560 \uc608\uc815\uc774\ub77c\uace0 TSMC\ub294 \uc124\uba85\ud588\uc74c.<\/p>\n<p>\uc5d4\ube44\ub514\uc544\ub294 \uc774\ubc88 \ube14\ub799\uc6f0 \uc0dd\uc0b0\uc774 &#8220;\ubbf8\uad6d \ub0b4 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc744 \uac15\ud654\ud558\uace0, \ub370\uc774\ud130\ub97c \uc9c0\ub2a5\uc73c\ub85c \uc804\ud658\ud558\ub294 AI \uae30\uc220\uc758 \ubcf8\ud1a0\ud654(onshore)\ub97c \uc2e4\ud604\ud568\uc73c\ub85c\uc368 AI \uc2dc\ub300\uc5d0 \ubbf8\uad6d\uc758 \uae00\ub85c\ubc8c \ub9ac\ub354\uc2ed\uc744 \uacf5\uace0\ud788 \ud558\ub294 \ub370 \uae30\uc5ec\ud560 \uac83&#8221;\uc774\ub77c\uace0 \uac15\uc870\ud588\uc74c.<\/p>\n<p><strong>&lt;\uc2dc\uc0ac\uc810&gt;<br \/>\n<\/strong>\uc5d4\ube44\ub514\uc544\uc640 TSMC\uc758 \ud611\ub825\uc73c\ub85c \ubbf8\uad6d\uc5d0\uc11c \ucd5c\ucd08\ub85c AI \uce69 \ube14\ub799\uc6f0\uc774 \uc0dd\uc0b0\ub428\uc5d0 \ub530\ub77c, \ubbf8\uad6d\uc740 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc758 \ubcf8\ud1a0\ud654\ub97c \uc2e4\uc9c8\uc801\uc73c\ub85c \ucd94\uc9c4\ud558\uace0 \uc788\uc74c. \uc774\ub294 \ubbf8\uc911 \uae30\uc220\ud328\uad8c \uacbd\uc7c1\uc774 \uc2ec\ud654\ub418\ub294 \uac00\uc6b4\ub370 AI\uc640 \ubc18\ub3c4\uccb4 \ubd84\uc57c\uc5d0\uc11c \ubbf8\uad6d\uc774 \uae30\uc220 \uc8fc\ub3c4\uad8c\uc744 \ud655\ubcf4\ud558\ub824\ub294 \uc804\ub7b5\uc758 \uc77c\ud658\uc73c\ub85c \ubcfc \uc218 \uc788\uace0, \ub9c9\ub300\ud55c \ubcf4\uc870\uae08 \uc815\ucc45\uacfc \uae30\uc5c5 \uac04 \ud611\ub825\uc774 \ub9de\ubb3c\ub9b0 \uacf5\uae09\ub9dd \uc7ac\ud3b8\uc758 \ubcf8\ubcf4\uae30\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc74c.<\/p>\n<p>(1\ub2ec\ub7ec=1424\uc6d0)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>| \uc5d4\ube44\ub514\uc544, TSMC \uc560\ub9ac\uc870\ub098 \uacf5\uc7a5\uc11c \ube14\ub799\uc6f0 \uccab \uc6e8\uc774\ud37c \uc0dd\uc0b0 | \uc820\uc2a8 \ud669 &#8220;\u7f8e\uc11c \uc0dd\uc0b0\ub41c \uccab \ube14\ub799\uc6f0, \uc5ed\uc0ac\uc0c1 \uac00\uc7a5 \uc911\uc694\ud55c \uce69&#8221; | \u7f8e, \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \ubcf8\ud1a0\ud654 \uac00\uc18d\u2026AI \uae30\uc220 \uc8fc\ub3c4\uad8c \uac15\ud654 \uc804\ub9dd &lt;\uac1c\uc694&gt; \uc5d4\ube44\ub514\uc544\uac00 \ucd5c\uc2e0 \uc778\uacf5\uc9c0\ub2a5(AI) \uce69 &#8216;\ube14\ub799\uc6f0&#8217;\uc744 \ubbf8\uad6d \ub0b4\uc5d0\uc11c \ucc98\uc74c\uc73c\ub85c \uc0dd\uc0b0\ud588\ub2e4\uace0 \uacf5\uc2dd \ubc1c\ud45c\ud588\uc74c. \ub300\ub9cc\uc5d0 \uae30\ubc18\uc744 \ub454 \uc138\uacc4 \ucd5c\ub300 \ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0 \uc5c5\uccb4 TSMC\uac00 \ubbf8\uad6d \uc560\ub9ac\uc870\ub098 \uacf5\uc7a5\uc5d0\uc11c \uc0dd\uc0b0\uc744 [&hellip;]<\/p>\n","protected":false},"author":17,"featured_media":42953,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[607,612],"tags":[100,763,7728,6335],"class_list":{"0":"post-42952","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ai-coin","8":"category-usa","9":"tag-ai","10":"tag-tsmc","11":"tag-7728","12":"tag-6335"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\uc5d4\ube44\ub514\uc544 &quot;\ucd5c\uc2e0 AI \uce69 \ube14\ub799\uc6f0 \u7f8e\uc11c \uccab \uc0dd\uc0b0&quot; SanctionLab<\/title>\n<meta name=\"description\" content=\"\uc5d4\ube44\ub514\uc544\uac00 \ucd5c\uc2e0 \uc778\uacf5\uc9c0\ub2a5(AI) \uce69 &#039;\ube14\ub799\uc6f0&#039;\uc744 \ubbf8\uad6d \ub0b4\uc5d0\uc11c \ucc98\uc74c\uc73c\ub85c \uc0dd\uc0b0\ud588\ub2e4\uace0 \uacf5\uc2dd 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