{"id":51098,"date":"2026-01-22T08:27:41","date_gmt":"2026-01-21T23:27:41","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=51098"},"modified":"2026-01-23T10:03:52","modified_gmt":"2026-01-23T01:03:52","slug":"%eb%af%b8-%eb%b0%98%eb%8f%84%ec%b2%b4-%ed%92%88%eb%aa%a9%ea%b4%80%ec%84%b8-%ec%95%95%eb%b0%95-%ea%b3%b5%ea%b8%89-%eb%b6%80%ec%a1%b1-%ec%83%81%ed%99%a9%ec%97%90-%ed%86%b5%ed%95%a0%ea%b9%8c","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=51098","title":{"rendered":"\ubbf8 &#8216;\ubc18\ub3c4\uccb4 \ud488\ubaa9\uad00\uc138&#8217; \uc555\ubc15, \uacf5\uae09 \ubd80\uc871 \uc0c1\ud669\uc5d0 \ud1b5\ud560\uae4c"},"content":{"rendered":"<h3>|\uad00\uc138 \uce7c\ub0a0 \uc55e\uc5d0\uc11c \ubc14\ub010 \ud310\ub3c4, \uacf5\uae09\uc790 \uc6b0\uc704\ub85c \uc2dc\uc7a5 \uc7ac\ud3b8<\/h3>\n<p>\ubbf8\uad6d\uc774 \ub2e4\uc2dc \ubc18\ub3c4\uccb4\uc5d0 \ub300\ud55c \ud488\ubaa9\uad00\uc138 \uce74\ub4dc\ub97c \uaebc\ub0b4 \ub4e4\uc5c8\ub2e4. \uc9c0\ub09c\ud574 \ud55c\ubbf8 \uad00\uc138 \ud611\uc0c1 \ub2f9\uc2dc &#8216;\ucd5c\ud61c\uad6d \ub300\uc6b0&#8217;\ub97c \ubcf4\uc7a5\ubc1b\uc73c\uba74\uc11c \uc77c\ub2e8\ub77d\ub410\ub358 \ubd88\ud655\uc2e4\uc131\uc774 \ub2e4\uc2dc \uace0\uac1c\ub97c \ub4dc\ub294 \ubaa8\uc591\uc0c8\ub2e4. \uc77c\uac01\uc5d0\uc120 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uac00 \uad00\uc138 \ubd80\ub2f4\uc744 \ud53c\ud558\uae30 \uc704\ud574 \ubbf8\uad6d \ub0b4 \ud22c\uc790\ub97c \ub298\ub824\uc57c \ud560 \uac83\uc774\ub77c\ub294 \uad00\uce21\ub3c4 \uc81c\uae30\ub418\uace0 \uc788\ub2e4.<\/p>\n<p>\uc7a6\uc544\ub4e4\uc5c8\ub358 \ubc18\ub3c4\uccb4 \ud488\ubaa9\uad00\uc138 \uc774\uc288\uac00 \ub2e4\uc2dc \ubd80\uac01\ub41c \uac83\uc740 \uc9c0\ub09c 14\uc77c \ubc31\uc545\uad00\uc774 &#8216;\ubc18\ub3c4\uccb4 \ud3ec\uace0\ub839&#8217;\uc744 \ubc1c\ud45c\ud558\uba74\uc11c\ubd80\ud130\ub2e4. 2\ub2e8\uacc4\uc5d0 \uac78\uccd0 \ud2b9\uc815 \ubc18\ub3c4\uccb4 \ud488\ubaa9\uc5d0 \uad00\uc138\ub97c \uc801\uc6a9\ud558\uaca0\ub2e4\ub294 \ub0b4\uc6a9\uc774 \uace8\uc790\ub2e4. 1\ub2e8\uacc4\uc5d0\uc120 25%\uc758 \uad00\uc138\ub97c \ubd80\uacfc\ud558\uae30\ub85c \ud588\ub2e4.<\/p>\n<p>2\ub2e8\uacc4\uc5d0\ub294 &#8216;\ub354 \uad11\ubc94\uc704\ud55c \uad00\uc138\ub97c \uc0c1\ub2f9\ud55c \uc138\uc728\ub85c \ubd80\uacfc\ud55c\ub2e4&#8217;\uace0\ub9cc \uae30\uc7ac\ub3fc \uc788\uc744 \ubfd0 \uad6c\uccb4\uc801\uc778 \uc218\uce58\uac00 \uba85\uc2dc\ub418\uc9c0 \uc54a\uc558\ub2e4. \ud558\uc9c0\ub9cc \uc5c5\uacc4\uc5d0\uc11c\ub294 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839 \ub4f1\uc774 \uc774\uc804\ubd80\ud130 100% \uad00\uc138 \ubd80\uacfc\ub97c \uc5b8\uae09\ud574 \uc628 \ub9cc\ud07c \uc774\uac83\uc774 \ucd5c\ub300\uce58\uac00 \ub420 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\uac00 \ub098\uc624\uace0 \uc788\ub2e4.<\/p>\n<p>\ud3ec\uace0\ub839 \ubc1c\ud45c \uc9c1\ud6c4 \ubbf8\uad6d\uc740 \ub300\ub9cc TSMC\ub85c\ubd80\ud130 2500\uc5b5\ub2ec\ub7ec(\uc57d 368\uc870\uc6d0) \uaddc\ubaa8\uc758 \uc2e0\uaddc \ud22c\uc790\ub97c \uc774\ub04c\uc5b4\ub0c8\ub2e4. TSMC\uac00 \ubbf8\uad6d\uc5d0 \uacf5\uc7a5\uc744 \uac74\uc124\ud558\ub294 \ub3d9\uc548\uc5d0\ub294 \ud5a5\ud6c4 \uc0dd\uc0b0\ub2a5\ub825(\uce90\ud30c) \ub300\ube44 \ucd5c\ub300 2.5\ubc30\uc5d0 \ud574\ub2f9\ud558\ub294 \ubb3c\ub7c9\uae4c\uc9c0 \ud488\ubaa9\ubcc4 \uad00\uc138\ub97c \uba74\uc81c\ud558\uace0 \uc644\uacf5 \uc774\ud6c4\uc5d0\ub294 \uce90\ud30c\uc758 1.5\ubc30 \ubb3c\ub7c9\uae4c\uc9c0 \uad00\uc138\ub97c \uc801\uc6a9\ud558\uc9c0 \uc54a\ub294 \ub0b4\uc6a9 \ub4f1\uc774 \ud3ec\ud568\ub410\ub2e4.<\/p>\n<p>\ud55c\uad6d \uae30\uc5c5\uc5d0 \uc2e4\uc81c\ub85c \uad00\uc138\uac00 \ubd80\uacfc\ub420\uc9c0\ub294 \ubbf8\uc9c0\uc218\ub2e4. \ud558\uc6cc\ub4dc \ub7ec\ud2b8\ub2c9 \ubbf8\uad6d \uc0c1\ubb34\uc7a5\uad00\uc774 16\uc77c(\ud604\uc9c0\uc2dc\uac04) \ub9c8\uc774\ud06c\ub860\uc758 \uc2e0\uaddc \uacf5\uc7a5 \ucc29\uacf5\uc2dd\uc5d0\uc11c &#8220;\uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4\ub97c \ub9cc\ub4e4\uace0 \uc2f6\ub2e4\uba74 100% \uad00\uc138\ub97c \ub0b4\uac70\ub098 \ubbf8\uad6d\uc5d0\uc11c \uc9c1\uc811 \uc0dd\uc0b0\ud558\ub77c&#8221;\uace0 \ubc1c\uc5b8\ud55c \uac83\uc744 \ub450\uace0 \ud55c\uad6d\uc744 \ud5a5\ud55c \uba54\uc2dc\uc9c0\ub77c\ub294 \ubd84\uc11d\uc774 \uc9c0\ubc30\uc801\uc774\ub2e4. \uad6d\ub0b4 \uae30\uc5c5\uacfc \uc815\ubd80\ub3c4 \ud574\ub2f9 \ubc1c\uc5b8 \uc774\ud6c4 \ubbf8\uad6d\uc758 \uc785\uc7a5 \ud30c\uc545\uc5d0 \ub098\uc130\ub2e4.<\/p>\n<figure id=\"attachment_51100\" aria-describedby=\"caption-attachment-51100\" style=\"width: 640px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-51100\" src=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2026\/01\/20260121155535616.jpg\" alt=\"\" width=\"640\" height=\"355\" srcset=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2026\/01\/20260121155535616.jpg 640w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2026\/01\/20260121155535616-300x166.jpg 300w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2026\/01\/20260121155535616-150x83.jpg 150w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><figcaption id=\"caption-attachment-51100\" class=\"wp-caption-text\">\uc0bc\uc131\uc804\uc790\uac00 2025\ub144 10\uc6d4 \uac1c\ucd5c\ub41c \u2018\uc81c27\ud68c \ubc18\ub3c4\uccb4\ub300\uc804(SEDEX 2025)\u2019\uc5d0\uc11c \uc804\uc2dc\ud55c HBM3E\uc640 HBM4(\ucd9c\ucc98: \uc0bc\uc131\uc804\uc790)<\/figcaption><\/figure>\n<p>\ub2e4\ub9cc \uc5c5\uacc4\uc5d0\uc11c\ub294 \ubbf8\uad6d\uc758 \ubc18\ub3c4\uccb4 \uad00\uc138 \uc120\uc5b8\uc774 \uc2e4\uc81c \uc774\ud589\ub418\uae30\ub294 \uc27d\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\ub294 \uc2dc\uac01\ub3c4 \ub9ce\ub2e4. \ucd5c\uadfc \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc774 \uacf5\uae09\uc790 \uc6b0\uc704\ub85c \uc7ac\ud3b8\ub410\uae30 \ub54c\ubb38\uc774\ub2e4. \uc778\uacf5\uc9c0\ub2a5(AI) \uc5f4\ud48d\uc774 \uc774\uc5b4\uc9c0\uba74\uc11c \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\ub294 \ubb3c\ub860 \ubc94\uc6a9 D\ub7a8 \ubb3c\ub7c9\uae4c\uc9c0 \ubc14\ub2e5\ub09c \uc0c1\ud0dc\ub2e4.<\/p>\n<p>\uc5c5\uacc4\uc5d0 \ub530\ub974\uba74 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc62c\ud574 \uba54\ubaa8\ub9ac \uc0dd\uc0b0\ubd84 \ub300\ubd80\ubd84\uc758 \ud310\ub9e4\uac00 \ud655\uc815\ub410\ub2e4. \uc0dd\uc0b0 \uc804 \uad6c\ub9e4\ub97c \uc608\uc57d\ud558\ub294 \uc785\ub3c4\uc120\ub9e4 \ud604\uc0c1\uc774 \ubc1c\uc0dd\ud55c \uc0c1\ud669\uc774\ub2e4. \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860 \ub4f1 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\ub294 \uba54\ubaa8\ub9ac \uacf5\uae09\uc0ac 3\uc0ac\uac00 \ub9e4\ud574 \uc218\uc2ed\uc870\uc6d0\uc529 \uc2dc\uc124\ud22c\uc790\ub97c \ud558\uace0 \uc788\uc9c0\ub9cc \uc218\uc694\ub97c \uc628\uc804\ud788 \ub530\ub77c\uac00\uc9c0 \ubabb\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uad00\uc138 \ubd80\uacfc\ub85c \ud53c\ud574\ub97c \uc785\ub294 \uac83\uc774 \ubbf8\uad6d \uae30\uc5c5\uc774\ub77c\ub294 \uc810\ub3c4 \uad00\uc138 \uc774\ud589 \uac00\ub2a5\uc131\uc744 \ub0ae\ucd94\ub294 \uc694\uc18c\ub2e4. \uba54\ubaa8\ub9ac \ud488\uadc0 \ud604\uc0c1\uc744 \uc57c\uae30\ud55c \uac83\uc740 \ubbf8\uad6d \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc774\ub2e4. \uc6c3\ub3c8\uc744 \uc5b9\uc5b4\uc11c\ub77c\ub3c4 \ubb3c\ub7c9 \ud655\ubcf4\uc5d0 \ub098\uc11c\uace0 \uc788\ub294\ub370 \ub9cc\uc57d \uad00\uc138\uac00 \ud604\uc2e4\ud654\ub418\uba74 \uc774\ub4e4 \uae30\uc5c5\uc758 \ube44\uc6a9 \ubd80\ub2f4\uc774 \ucee4\uc9c8 \uc218\ubc16\uc5d0 \uc5c6\ub2e4. \uc774 \ub54c\ubb38\uc5d0 \uad00\uc138\ub97c \uc555\ubc15 \uce74\ub4dc\ub85c \ud65c\uc6a9\ud558\ub354\ub77c\ub3c4 \ud611\uc0c1 \uacfc\uc815\uc5d0\uc11c \uc77c\uc815 \uc218\uc900\uc758 \uc608\uc678\u00b7\uc720\uc608 \uc870\ud56d\uc744 \ubcd1\ud589\ud560 \uac83\uc774\ub77c\ub294 \uc804\ub9dd\ub3c4 \ub098\uc628\ub2e4.<\/p>\n<p>\uc9c0\ub09c\ud574 \ud55c\ubbf8 \ubb34\uc5ed \ud569\uc758\uc5d0\uc11c \ubc1b\uc544\ub0b8 \ubc18\ub3c4\uccb4 \ucd5c\ud61c\uad6d \ub300\uc6b0 \uc870\ud56d\uc774 \ud5a5\ud6c4 \ud611\uc0c1\uc5d0 \uae0d\uc815\uc801\uc73c\ub85c \uc791\uc6a9\ud560 \uac83\uc774\ub780 \uae30\ub300\ub3c4 \ub098\uc628\ub2e4. \uc774\uc7ac\uba85 \ub300\ud1b5\ub839\uc740 21\uc77c \uc2e0\ub144 \uae30\uc790\ud68c\uacac\uc5d0\uc11c &#8220;\ub300\ub9cc\ubcf4\ub2e4 \ubd88\ub9ac\ud558\uc9c0 \uc54a\uac8c \ud558\uaca0\ub2e4\ub294 \ud569\uc758\ub97c \ubbf8\ub9ac \ud574\ub1a8\ub2e4&#8221;\uba74\uc11c &#8220;\ud5d8\ub09c\ud55c \ud30c\ub3c4\uac00 \uc624\uae34 \ud588\ub294\ub370 \ubc30\uac00 \ud30c\uc190\ub418\uac70\ub098 \uc190\uc0c1\ub420 \uc815\ub3c4\uc758 \uc704\ud5d8\uc740 \uc544\ub2c8\ub77c \uc798 \ub118\uc5b4\uac00\uba74 \ub420 \uac83&#8221;\uc774\ub77c\uace0 \ubd80\uc5f0\ud588\ub2e4.<\/p>\n<p>\ub2e4\ub9cc TSMC\uac00 2500\uc5b5\ub2ec\ub7ec\uc758 \ud22c\uc790\ub97c \uc57d\uc18d\ud55c \ub9cc\ud07c \ud55c\uad6d \uc5ed\uc2dc \uadf8\uc5d0 \uc900\ud558\ub294 \uc218\uc900\uc758 \ud22c\uc790\uac00 \ud544\uc694\ud560 \uac83\uc774\ub77c\ub294 \ubaa9\uc18c\ub9ac\ub3c4 \ub098\uc628\ub2e4. \ub178\ubb34\ub77c\uc99d\uad8c\uc740 19\uc77c\uc790 \ubcf4\uace0\uc11c\uc5d0\uc11c &#8220;\ubbf8\uad6d\uc774 \ub300\ub9cc\uacfc \ud569\uc758\ud55c \ubc18\ub3c4\uccb4 \uad00\uc138 \uba74\uc81c \uc870\uac74\uc774 \ud55c\uad6d\uc5d0\ub3c4 \ube44\uc2b7\ud558\uac8c \uc801\uc6a9\ub420 \uac83&#8221;\uc774\ub77c\uba70 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uac00 2027~2030\ub144\uae4c\uc9c0 100\uc870~120\uc870\uc6d0 \uaddc\ubaa8\uc758 \ud604\uc9c0 \ud22c\uc790\ub97c \ud574\uc57c \ud560 \uac83\uc774\ub77c\uace0 \uc608\uc0c1\ud588\ub2e4.<\/p>\n<p>\/ \uc774\uc885\ud604 \ub354\ubca8 \uae30\uc790<\/p>\n","protected":false},"excerpt":{"rendered":"<p>|\uad00\uc138 \uce7c\ub0a0 \uc55e\uc5d0\uc11c \ubc14\ub010 \ud310\ub3c4, \uacf5\uae09\uc790 \uc6b0\uc704\ub85c \uc2dc\uc7a5 \uc7ac\ud3b8 \ubbf8\uad6d\uc774 \ub2e4\uc2dc \ubc18\ub3c4\uccb4\uc5d0 \ub300\ud55c \ud488\ubaa9\uad00\uc138 \uce74\ub4dc\ub97c \uaebc\ub0b4 \ub4e4\uc5c8\ub2e4. \uc9c0\ub09c\ud574 \ud55c\ubbf8 \uad00\uc138 \ud611\uc0c1 \ub2f9\uc2dc &#8216;\ucd5c\ud61c\uad6d \ub300\uc6b0&#8217;\ub97c \ubcf4\uc7a5\ubc1b\uc73c\uba74\uc11c \uc77c\ub2e8\ub77d\ub410\ub358 \ubd88\ud655\uc2e4\uc131\uc774 \ub2e4\uc2dc \uace0\uac1c\ub97c \ub4dc\ub294 \ubaa8\uc591\uc0c8\ub2e4. \uc77c\uac01\uc5d0\uc120 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uac00 \uad00\uc138 \ubd80\ub2f4\uc744 \ud53c\ud558\uae30 \uc704\ud574 \ubbf8\uad6d \ub0b4 \ud22c\uc790\ub97c \ub298\ub824\uc57c \ud560 \uac83\uc774\ub77c\ub294 \uad00\uce21\ub3c4 \uc81c\uae30\ub418\uace0 \uc788\ub2e4. \uc7a6\uc544\ub4e4\uc5c8\ub358 \ubc18\ub3c4\uccb4 \ud488\ubaa9\uad00\uc138 \uc774\uc288\uac00 \ub2e4\uc2dc \ubd80\uac01\ub41c \uac83\uc740 \uc9c0\ub09c [&hellip;]<\/p>\n","protected":false},"author":44,"featured_media":51100,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,922,612,611],"tags":[960,810,961,114,881],"class_list":{"0":"post-51098","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-810","13":"tag-961","14":"tag-114","15":"tag-881"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\ubbf8 &#039;\ubc18\ub3c4\uccb4 \ud488\ubaa9\uad00\uc138&#039; \uc555\ubc15, \uacf5\uae09 \ubd80\uc871 \uc0c1\ud669\uc5d0 \ud1b5\ud560\uae4c SanctionLab<\/title>\n<meta name=\"description\" content=\"\ubbf8\uad6d\uc774 \ub2e4\uc2dc \ubc18\ub3c4\uccb4\uc5d0 \ub300\ud55c \ud488\ubaa9\uad00\uc138 \uce74\ub4dc\ub97c 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