{"id":61705,"date":"2026-05-27T05:00:38","date_gmt":"2026-05-26T20:00:38","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=61705"},"modified":"2026-05-26T11:54:50","modified_gmt":"2026-05-26T02:54:50","slug":"%ed%99%94%ec%9b%a8%ec%9d%b4-%e7%be%8e-%ec%a0%9c%ec%9e%ac-%ec%86%8d-%ed%83%80%ec%9a%b0-%ec%8a%a4%ec%bc%80%ec%9d%bc%eb%a7%81-%ea%b3%b5%ea%b0%9c2031%eb%85%84-1-4%eb%82%98","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=61705","title":{"rendered":"\ud654\uc6e8\uc774, \u7f8e \uc81c\uc7ac \uc18d \u2018\ud0c0\uc6b0 \uc2a4\ucf00\uc77c\ub9c1\u2019 \uacf5\uac1c\u20262031\ub144 1.4\ub098\ub178\uae09 \ubc18\ub3c4\uccb4 \ub3c4\uc804"},"content":{"rendered":"

|\ubbf8\uc138\uacf5\uc815 \ud55c\uacc4 \ub118\ub294 \uc0c8 \uc124\uacc4 \uc804\ub7b5 \uc81c\uc2dc
\n|AI \ubc18\ub3c4\uccb4 \uc790\ub9bd \uac00\uc18d\u2026\uc5d4\ube44\ub514\uc544 \ub300\uccb4 \ub178\uc120 \ubd80\uc0c1<\/h3>\n

 <\/p>\n

<\uac1c\uc694><\/strong>
\n\uc911\uad6d \ud654\uc6e8\uc774\uac00 \ubbf8\uad6d\uc758 \ubc18\ub3c4\uccb4 \uc81c\uc7ac \uc18d\uc5d0\uc11c\ub3c4 \ucc28\uc138\ub300 \uce69 \uc124\uacc4 \uc804\ub7b5\uc778 \u2018\ud0c0\uc6b0 \uc2a4\ucf00\uc77c\ub9c1(Tau Scaling)\u2019\uc744 \uacf5\uac1c\ud558\uba70 2031\ub144\uae4c\uc9c0 1.4\ub098\ub178\ubbf8\ud130(\u339a) \uc218\uc900\uc758 \ubc18\ub3c4\uccb4 \uc9d1\uc801\ub3c4\ub97c \uad6c\ud604\ud558\uaca0\ub2e4\ub294 \ubaa9\ud45c\ub97c \uc81c\uc2dc\ud588\uc74c. \uae30\uc874\ucc98\ub7fc \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub97c \ub354 \uc791\uac8c \ub9cc\ub4dc\ub294 \ub300\uc2e0 \ub370\uc774\ud130 \uc774\ub3d9 \ud6a8\uc728\uacfc \uce69 \uc5f0\uacb0 \uad6c\uc870\ub97c \uac1c\uc120\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \uc131\ub2a5\uc744 \ub04c\uc5b4\uc62c\ub9ac\uaca0\ub2e4\ub294 \uc804\ub7b5\uc784. \uc911\uad6d\uc758 \ubc18\ub3c4\uccb4 \uc790\ub9bd\uacfc AI \uc0b0\uc5c5 \uacbd\uc7c1\ub825 \ud655\ubcf4 \uc6c0\uc9c1\uc784\uc774 \ud55c\uce35 \ube68\ub77c\uc9c0\uace0 \uc788\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc634.<\/p>\n

<\uad6c\uccb4\uc801 \ub0b4\uc6a9><\/strong>
\n25\uc77c(\ud604\uc9c0\uc2dc\uac01) \ub85c\uc774\ud130 \ud1b5\uc2e0<\/a>\uc5d0 \ub530\ub974\uba74 \ud654\uc6e8\uc774\ub294 \uc774\ub0a0 \uc0c1\ud558\uc774\uc5d0\uc11c \uc5f4\ub9b0 \ubc18\ub3c4\uccb4 \uc2ec\ud3ec\uc9c0\uc5c4\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \uce69 \uc124\uacc4 \uc6d0\uce59\uc778 \u2018\ud0c0\uc6b0 \uc2a4\ucf00\uc77c\ub9c1\u2019\uc744 \uacf5\uac1c\ud558\uace0, \uc624\ub294 2031\ub144\uae4c\uc9c0 1.4\ub098\ub178 \uacf5\uc815 \uc218\uc900\uc5d0 \ud574\ub2f9\ud558\ub294 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc9d1\uc801\ub3c4\ub97c \uad6c\ud604\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\uc74c. \uc774\ub294 \ud604\uc7ac \uc911\uad6d\uc774 \ud655\ubcf4\ud55c \uac83\uc73c\ub85c \ud3c9\uac00\ubc1b\ub294 7\ub098\ub178 \uc218\uc900\uc744 \ud06c\uac8c \ub6f0\uc5b4\ub118\ub294 \ubaa9\ud45c\ub85c, \uae00\ub85c\ubc8c \ucd5c\ucca8\ub2e8 \uc218\uc900\uc5d0 \uadfc\uc811\ud55c \uc218\uce58\ub85c \ud3c9\uac00\ub428.<\/p>\n

\ub300\ub9cc TSMC\ub294 \ud604\uc7ac 2\ub098\ub178 \uc81c\uc870 \uae30\uc220\uc744 \uc0ac\uc6a9\ud558\uace0 \uc788\uc73c\uba70, 2028\ub144\ubd80\ud130 1.4\ub098\ub178 \uc591\uc0b0 \uacc4\ud68d\uc744 \ucd94\uc9c4\ud558\uace0 \uc788\uc74c. \ub2e4\ub9cc \uc911\uad6d\uc740 \ubbf8\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c\ub85c \ucca8\ub2e8 \ub178\uad11\uc7a5\ube44(EUV)\uc640 \ud575\uc2ec \ubc18\ub3c4\uccb4 \uae30\uc220 \uc811\uadfc\uc774 \uc81c\ud55c\ub41c \uc0c1\ud669\uc774\uc5b4\uc11c \uae30\uc874 \uc81c\uc870 \ubc29\uc2dd\ub9cc\uc73c\ub85c\ub294 \ud574\ub2f9 \uc218\uc900 \ub3c4\ub2ec\uc774 \uc5b4\ub835\ub2e4\ub294 \uad00\uce21\uc774 \uc9c0\ubc30\uc801\uc774\uc5c8\uc74c.<\/p>\n

\ud654\uc6e8\uc774\ub294 \uae30\uc874 \ubb34\uc5b4\uc758 \ubc95\uce59 \uae30\ubc18 \uc811\uadfc\ubc95\uc774 \ud55c\uacc4\uc5d0 \ub3c4\ub2ec\ud588\ub2e4\uace0 \uc9c4\ub2e8\ud588\uc74c. \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ud06c\uae30\uac00 \uc6d0\uc790 \uc218\uc900\uae4c\uc9c0 \ucd95\uc18c\ub418\uba74\uc11c \ub354 \uc774\uc0c1 \ubbf8\uc138\ud654\ub9cc\uc73c\ub85c \uc131\ub2a5 \ud5a5\uc0c1\uc774 \uc5b4\ub824\uc6cc\uc84c\ub2e4\ub294 \uc124\uba85\uc784. \uc774\uc5d0 \ub530\ub77c \ud654\uc6e8\uc774\ub294 \uce69 \ub0b4\ubd80 \ub370\uc774\ud130 \uc774\ub3d9 \uac70\ub9ac\uc640 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc904\uc774\ub294 \ubc29\ud5a5\uc73c\ub85c \uc124\uacc4 \uc804\ub7b5\uc744 \uc804\ud658\ud588\uc74c.<\/p>\n

\ud654\uc6e8\uc774\ub294 \uc790\uc0ac\uc758 \uc0c8\ub85c\uc6b4 \uc544\ud0a4\ud14d\ucc98\uc778 \u2018\ub85c\uc9c1\ud3f4\ub529(LogicFolding)\u2019\uc774 \uce69 \ub0b4\ubd80 \ubc30\uc120\uc744 \ub2e8\ucd95\ud574 \uc131\ub2a5\uc744 \ud06c\uac8c \ud5a5\uc0c1\uc2dc\ud0a8\ub2e4\uace0 \uc124\uba85\ud588\uc74c. \ud574\ub2f9 \uae30\uc220\uc740 \uc62c\ud574 \ucd9c\uc2dc \uc608\uc815\uc778 \uae30\ub9b0(Kirin) \uc2a4\ub9c8\ud2b8\ud3f0 \uce69\uc5d0 \ucc98\uc74c \uc801\uc6a9\ub420 \uc608\uc815\uc774\uba70, 2030\ub144\uae4c\uc9c0 AI \ubc18\ub3c4\uccb4 \u2018\uc5b4\uc13c\ub4dc(Ascend)\u2019 \uc2dc\ub9ac\uc988\uc640 \ub300\uaddc\ubaa8 AI \ub370\uc774\ud130\uc13c\ud130 \ud074\ub7ec\uc2a4\ud130\uc5d0\ub3c4 \ud655\ub300 \uc801\uc6a9\ud560 \uacc4\ud68d\uc784.<\/p>\n

\uc2dc\uc7a5\uc870\uc0ac\uc5c5\uccb4 \uc634\ub514\uc544(Omdia)\uc758 \ud5c8\ud6c4\uc774 \ubc18\ub3c4\uccb4 \uc5f0\uad6c \ucc45\uc784\uc790\ub294 \u201c\ud654\uc6e8\uc774\uac00 \uc81c\uc2dc\ud55c \uac83\uc740 \uc804\ud1b5\uc801\uc778 \uacf5\uc815 \ubbf8\uc138\ud654 \uc911\uc2ec \uc804\ub7b5\uc5d0\uc11c \uc2dc\uc2a4\ud15c \ud6a8\uc728 \uc911\uc2ec \uc804\ub7b5\uc73c\ub85c\uc758 \uc804\ud658\u201d\uc774\ub77c\uba70 \u201c\ucd5c\ucca8\ub2e8 \ub178\uad11\uae30\uc220 \ud655\ubcf4\uac00 \uc81c\ud55c\ub41c \uc0c1\ud669\uc5d0\uc11c \uc131\ub2a5\uc744 \ub04c\uc5b4\uc62c\ub9b4 \uc218 \uc788\ub294 \ud604\uc2e4\uc801\uc778 \uc811\uadfc\u201d\uc774\ub77c\uace0 \ud3c9\uac00\ud588\uc74c.<\/p>\n

\ud654\uc6e8\uc774\uc758 AI \ubc18\ub3c4\uccb4 \uacbd\uc7c1\ub825 \uac15\ud654\ub294 \uc911\uad6d\uc758 \uc0dd\uc131\ud615 AI \uc0b0\uc5c5 \ud655\ub300\uc640\ub3c4 \ub9de\ubb3c\ub9ac\uace0 \uc788\uc74c. \ud654\uc6e8\uc774\uc758 \uc5b4\uc13c\ub4dc \uce69\uc740 \uc911\uad6d AI \ubaa8\ub378\uc778 \ub525\uc2dc\ud06c(DeepSeek)\uc758 \ucd5c\uc2e0 \ud50c\ub798\uadf8\uc2ed \ubaa8\ub378 V4 \uad6c\ub3d9\uc5d0 \ud65c\uc6a9\ub418\uace0 \uc788\uc73c\uba70, \uc911\uad6d \uae30\uc5c5\ub4e4\uc740 \ubbf8\uad6d\uc758 \uc218\ucd9c \uaddc\uc81c\ub85c \uc5d4\ube44\ub514\uc544 \ucd5c\uc2e0 AI \uce69 \ub3c4\uc785\uc774 \uc5b4\ub824\uc6cc\uc9c0\uc790 \ud654\uc6e8\uc774 \uc81c\ud488 \ucc44\ud0dd\uc744 \ud655\ub300\ud558\uace0 \uc788\uc74c.\u00a0\uc5d4\ube44\ub514\uc544\uc758 \uc820\uc2a8 \ud669 CEO \uc5ed\uc2dc \uc774\ub2ec \ucd08 \uc5d4\ube44\ub514\uc544\uac00 \u201c\uc911\uad6d AI \uce69 \uc2dc\uc7a5\uc744 \uc0ac\uc2e4\uc0c1 \ud654\uc6e8\uc774\uc5d0 \ub118\uaca8\uc92c\ub2e4\u201d\uace0 \ub9d0\ud55c \ubc14 \uc788\uc74c. \uc2e4\uc81c\ub85c \ud654\uc6e8\uc774 \ubc1c\ud45c \uc9c1\ud6c4 \uc911\uad6d \ucd5c\ub300 \ud30c\uc6b4\ub4dc\ub9ac \uae30\uc5c5 SMIC \uc8fc\uac00\ub294 7% \uc774\uc0c1 \uc0c1\uc2b9\ud588\uc74c. SMIC \uc5ed\uc2dc \ucd5c\uadfc \uc0c1\ud558\uc774\uc5d0 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc5f0\uad6c\uc18c\ub97c \uc124\ub9bd\ud558\uba70 \u2018\ud3ec\uc2a4\ud2b8 \ubb34\uc5b4 \uc2dc\ub300\u2019 \uae30\uc220 \ud655\ubcf4\uc5d0 \ub098\uc11c\uace0 \uc788\uc74c.<\/p>\n

\ub2e4\ub9cc \uc5c5\uacc4\uc5d0\uc11c\ub294 \uc5ec\uc804\ud788 \ud55c\uacc4\ub3c4 \uc874\uc7ac\ud55c\ub2e4\uace0 \uc9c0\uc801\ud568. \uce74\uc6b4\ud130\ud3ec\uc778\ud2b8\ub9ac\uc11c\uce58\uc758 \ube0c\ub798\ub514 \uc655 \uc5f0\uad6c\uc6d0\uc740 \u201c\uc804\ub825 \uc18c\ube44\uc640 \ubc1c\uc5f4, \uc2dc\uc2a4\ud15c \ud1b5\ud569 \ubb38\uc81c\uac00 \uc5ec\uc804\ud788 \uc8fc\uc694 \uacfc\uc81c\u201d\ub77c\uba70 \u201c\ub2e8\uae30\uac04 \ub0b4 \uae00\ub85c\ubc8c \uc120\ub3c4\uae30\uc5c5\uacfc \uaca9\ucc28\ub97c \uc881\ud790 \uc218\ub294 \uc788\uc9c0\ub9cc \ucca8\ub2e8 \uacf5\uc815 \ubd84\uc57c\uc758 \uae30\uc220 \uaca9\ucc28\ub294 \uacc4\uc18d \ub0a8\uc744 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4\u201d\uace0 \ub9d0\ud588\uc74c.\u00a0\ud654\uc6e8\uc774 \ubc18\ub3c4\uccb4 \uc0ac\uc5c5 \ucc45\uc784\uc790\uc778 \ud5c8\ud305\ubcf4\ub294 \u201c\ub2e4\uc591\ud55c \uc81c\uc57d \uc18d\uc5d0\uc11c\ub3c4 \uc0c1\ub2f9\ud788 \uc88b\uc740 \ud574\uacb0\ucc45\uc744 \ucc3e\uc558\ub2e4\u201d\uba70 \u201c\ud5a5\ud6c4 10\ub144 \ub0b4 \ubaa8\ubc14\uc77c \ubc0f AI \ucef4\ud4e8\ud305 \ubd84\uc57c\uc5d0\uc11c \uacbd\uc7c1\ub825 \uc788\ub294 \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub2e4\uace0 \uc790\uc2e0\ud55c\ub2e4\u201d\uace0 \ubc1d\ud614\uc74c.<\/p>\n

<\uc2dc\uc0ac\uc810><\/strong>
\n\ud654\uc6e8\uc774\uc758 \uc774\ubc88 \ubc1c\ud45c\ub294 \ubbf8\uad6d\uc758 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc81c\uc7ac\uc5d0\ub3c4 \uc911\uad6d\uc774 \ub3c5\uc790 \uae30\uc220 \uccb4\uacc4 \uad6c\ucd95\uc744 \ubcf8\uaca9\ud654\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc0ac\ub840\ub85c \ud3c9\uac00\ub428. \ud2b9\ud788 \ubbf8\uc138\uacf5\uc815 \uacbd\uc7c1\uc5d0\uc11c \ubc97\uc5b4\ub098 \uc124\uacc4\u00b7\ud328\ud0a4\uc9d5\u00b7\ub370\uc774\ud130 \ud6a8\uc728 \uc911\uc2ec\uc73c\ub85c \uae30\uc220 \ud328\ub7ec\ub2e4\uc784\uc774 \uc774\ub3d9\ud560 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud568. AI \uc0b0\uc5c5 \ud655\ub300\uc640 \ub9de\ubb3c\ub824 \uc911\uad6d \ubc18\ub3c4\uccb4 \uc790\ub9bd \uc804\ub7b5\uc774 \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd\uacfc \uae30\uc220 \uacbd\uc7c1 \uad6c\ub3c4\uc5d0 \uc0c1\ub2f9\ud55c \uc601\ud5a5\uc744 \ubbf8\uce60 \uc804\ub9dd\uc784.<\/p>\n","protected":false},"excerpt":{"rendered":"

|\ubbf8\uc138\uacf5\uc815 \ud55c\uacc4 \ub118\ub294 \uc0c8 \uc124\uacc4 \uc804\ub7b5 \uc81c\uc2dc |AI \ubc18\ub3c4\uccb4 \uc790\ub9bd \uac00\uc18d\u2026\uc5d4\ube44\ub514\uc544 \ub300\uccb4 \ub178\uc120 \ubd80\uc0c1   <\uac1c\uc694> \uc911\uad6d \ud654\uc6e8\uc774\uac00 \ubbf8\uad6d\uc758 \ubc18\ub3c4\uccb4 \uc81c\uc7ac \uc18d\uc5d0\uc11c\ub3c4 \ucc28\uc138\ub300 \uce69 \uc124\uacc4 \uc804\ub7b5\uc778 \u2018\ud0c0\uc6b0 \uc2a4\ucf00\uc77c\ub9c1(Tau Scaling)\u2019\uc744 \uacf5\uac1c\ud558\uba70 2031\ub144\uae4c\uc9c0 1.4\ub098\ub178\ubbf8\ud130(\u339a) \uc218\uc900\uc758 \ubc18\ub3c4\uccb4 \uc9d1\uc801\ub3c4\ub97c \uad6c\ud604\ud558\uaca0\ub2e4\ub294 \ubaa9\ud45c\ub97c \uc81c\uc2dc\ud588\uc74c. \uae30\uc874\ucc98\ub7fc \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub97c \ub354 \uc791\uac8c \ub9cc\ub4dc\ub294 \ub300\uc2e0 \ub370\uc774\ud130 \uc774\ub3d9 \ud6a8\uc728\uacfc \uce69 \uc5f0\uacb0 \uad6c\uc870\ub97c \uac1c\uc120\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \uc131\ub2a5\uc744 \ub04c\uc5b4\uc62c\ub9ac\uaca0\ub2e4\ub294 \uc804\ub7b5\uc784. […]<\/p>\n","protected":false},"author":662,"featured_media":29629,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[607,612,604,614],"tags":[2328,760,763,171,8720,114,261,20,6335,38,11378,745],"class_list":{"0":"post-61705","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ai-coin","8":"category-usa","9":"category-export","10":"category-china","11":"tag-ai-","12":"tag-smic","13":"tag-tsmc","14":"tag-171","15":"tag-8720","16":"tag-114","17":"tag-261","18":"tag-20","19":"tag-6335","20":"tag-38","21":"tag-11378","22":"tag-745"},"yoast_head":"\n\ud654\uc6e8\uc774, \u7f8e \uc81c\uc7ac \uc18d \u2018\ud0c0\uc6b0 \uc2a4\ucf00\uc77c\ub9c1\u2019 \uacf5\uac1c\u20262031\ub144 1.4\ub098\ub178\uae09 \ubc18\ub3c4\uccb4 \ub3c4\uc804 SanctionLab<\/title>\n<meta name=\"description\" content=\"\ud654\uc6e8\uc774\uac00 \ubbf8\uad6d \uc81c\uc7ac 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