<\uad6c\uccb4\uc801 \ub0b4\uc6a9><\/strong>
\n\ubbf8\uad6d\uc758 \uc720\uba85 IT \uacf5\ub8e1 \uc5d4\ube44\ub514\uc544(Nvidia)\uac00 \ud22c\uc790\ud55c \uad11\ubc18\ub3c4\uccb4 \uae30\uc5c5 \ucf54\ud788\ub7f0\ud2b8(Coherent)\ub294 \uc9c0\ub09c 5\uc6d4 \ucd08 \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c \uc778\ub4d0\uc778\ud654\ubb3c \ubd80\uc871\uc744 \uacbd\uace0\ud588\uc74c. \uc774\ud6c4 \uc9d0 \uc564\ub354\uc2a8(Jim Anderson) \ucf54\ud788\ub7f0\ud2b8 \ucd5c\uace0\uacbd\uc601\uc790\ub294 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc758 \uc911\uad6d \ubc29\ubb38\uc5d0 \ub3d9\ud589\ud55c \ubbf8\uad6d \uacbd\uc81c\uc0ac\uc808\ub2e8\uc5d0 \ud569\ub958\ud588\uc74c. \uc18c\uc2dd\ud1b5\ub4e4\uc740 \uadf8\uc758 \ubc29\ubb38 \ubaa9\uc801 \uc911 \ud558\ub098\uac00 \uc911\uad6d\uc758 \uc778\ub4d0\uc778\ud654\ubb3c \uc218\ucd9c \ud5c8\uac00 \uc9c0\uc5f0 \ubb38\uc81c\ub97c \uc81c\uae30\ud558\ub294 \uac83\uc774\uc5c8\ub2e4\uace0 \uc804\ud588\uc74c.<\/p>\n\uc774 \uc0ac\uc548\uc740 5\uc6d4 14~15\uc77c \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uacfc \uc2dc\uc9c4\ud551(Xi Jinping) \uc911\uad6d \uad6d\uac00\uc8fc\uc11d\uc758 \uc815\uc0c1\ud68c\ub2f4\uc744 \uc55e\ub450\uace0 \uc11c\uc6b8\uc5d0\uc11c \uc5f4\ub9b0 \ubbf8\uc911 \uace0\uc704 \ud1b5\uc0c1\ud611\uc0c1\uc5d0\uc11c\ub3c4 \ub17c\uc758\ub410\uc74c. \ubbf8\uad6d\uc774 \uc774 \ubb38\uc81c\ub97c \uc11c\ub458\ub7ec \ud574\uacb0\ud558\ub824\ub294 \uc774\uc720\ub294 \uc778\ub4d0\uc778\ud654\ubb3c\uc774 AI \ub370\uc774\ud130\uc13c\ud130 \ud655\uc0b0\uc5d0 \ud544\uc694\ud55c \ud575\uc2ec \uc18c\uc7ac\ub85c \ub5a0\uc62c\ub790\uae30 \ub54c\ubb38\uc784.<\/p>\n
\uc778\ub4d0\uc778\ud654\ubb3c\uc740 AI \ub370\uc774\ud130\uc13c\ud130\uc758 \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4\uc640 \uc804\ub825 \ud6a8\uc728\uc744 \ub192\uc774\ub294 \uad11\ud1b5\uc2e0 \uce69 \uc81c\uc870\uc5d0 \uc4f0\uc784. \uae30\uc874 \uad6c\ub9ac\uc120 \uae30\ubc18 \uc804\uae30 \uc2e0\ud638 \ub300\uc2e0 \ube5b\uc744 \uc774\uc6a9\ud574 \ub370\uc774\ud130\ub97c \uc8fc\uace0\ubc1b\ub294 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc220\uc5d0 \ud544\uc218\uc801\uc778 \uc18c\uc7ac\uc774\uba70, \ud604\uc7ac \ub300\uccb4\uc7ac\uac00 \uc0ac\uc2e4\uc0c1 \uc5c6\ub2e4\ub294 \ud3c9\uac00\ub97c \ubc1b\uace0 \uc788\uc74c.<\/p>\n
\uc5d4\ube44\ub514\uc544\ub294 \uc9c0\ub09c 3\uc6d4 \ubbf8\uad6d \ud3ec\ud1a0\ub2c9\uc2a4 \uc81c\ud488 \uae30\uc5c5\uc778 \ucf54\ud788\ub7f0\ud2b8\uc640 \ub8e8\uba58\ud140(Lumentum)\uc5d0 \uac01\uac01 20\uc5b5\ub2ec\ub7ec(\uc57d 3\uc870\uc6d0)\ub97c \ud22c\uc790\ud55c\ub2e4\uace0 \ubc1c\ud45c\ud588\uc74c. \ub9de\ucda4\ud615 \ubc18\ub3c4\uccb4 \uae30\uc5c5 \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0(Marvell Technology)\ub3c4 \uc9c0\ub09c\ud574 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc220 \ud655\ubcf4\ub97c \uc704\ud574 \uc140\ub808\uc2a4\ud2f0\uc5bc AI(Celestial AI)\ub97c \uc778\uc218\ud588\uc74c. \uc774\ucc98\ub7fc \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc774 \uad11\ubc18\ub3c4\uccb4 \uae30\uc220\uc5d0 \ub6f0\uc5b4\ub4dc\ub294 \uc0c1\ud669\uc5d0\uc11c \uc911\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c\ub294 \ubbf8\uad6d AI \uc778\ud504\ub77c \uad6c\ucd95\uc5d0 \uc9c1\uc811\uc801\uc778 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc74c.<\/p>\n
\uc911\uad6d\uc740 \ud2b8\ub7fc\ud504 2\uae30 \ud589\uc815\ubd80 \ubc1c\uc871 \uc9c1\ud6c4\uc778 \uc9c0\ub09c\ud574 2\uc6d4\ubd80\ud130 \uc778\ub4d0\uc778\ud654\ubb3c \uc218\ucd9c \uc81c\ud55c\uc744 \uc2dc\ud589\ud588\uc74c. \uc774\uc640 \uad00\ub828\ud574 \uc804\ubb38\uac00\ub4e4\uc740 \uc911\uad6d\uc774 \ud76c\ud1a0\ub958 \uc218\ucd9c \ud1b5\uc81c\uc5d0\uc11c \uc313\uc740 \uacbd\ud5d8\uc744 \ubc14\ud0d5\uc73c\ub85c \ub354 \uc138\ubc00\ud55c \u2018\uc18c\uc7ac \ubcd1\ubaa9\u2019 \uc804\ub7b5\uc744 \uad6c\uc0ac\ud558\uace0 \uc788\ub2e4\uace0 \ubd84\uc11d\ud558\uace0 \uc788\uc74c. \uc989 \uc644\uc81c\ud488\uc744 \ub9c9\uae30\ubcf4\ub2e4 \ud654\ud569\ubb3c, \uae30\ud310, \uae08\uc18d \ub4f1 \uc0c1\ub958 \uc18c\uc7ac\uc758 \uc218\ucd9c\uc744 \ub2a6\ucd94\uac70\ub098 \uc870\uac74\ubd80\ub85c \ud5c8\uac00\ud574 \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd \uc18d\ub3c4\ub97c \uc870\uc808\ud558\ub294 \ubc29\uc2dd\uc784.<\/p>\n
\ubbf8\uad6d \uc9c0\uc9c8\uc870\uc0ac\uad6d(USGS)\uc5d0 \ub530\ub974\uba74 \uc911\uad6d\uc740 2024\ub144 \uae30\uc900 \uc138\uacc4 \uc778\ub4d0 \uc0dd\uc0b0\uc758 70%\ub97c \ucc28\uc9c0\ud558\ub294 \ucd5c\ub300 \uc0dd\uc0b0\uad6d\uc784. \uc778\ub4d0\uc778\ud654\ubb3c \uae30\ud310 \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uc77c\ubcf8 \uc2a4\ubbf8\ud1a0\ubaa8\uc804\uae30\uacf5\uc5c5(Sumitomo Electric Industries)\uacfc \ubbf8\uad6d AXT\uac00 \uc591\ub300 \uc5c5\uccb4\ub85c \uaf3d\ud788\uace0 \uc788\ub294\ub370, \ub450 \ud68c\uc0ac\uac00 \uc804 \uc138\uacc4 \uc0dd\uc0b0\uc758 \uc57d 80%\ub97c \ucc28\uc9c0\ud568. \ub2e4\ub9cc AXT\ub294 \ub300\ubd80\ubd84\uc758 \uc778\ub4d0\uc778\ud654\ubb3c \uae30\ud310\uc744 \uc911\uad6d\uc5d0\uc11c \uc0dd\uc0b0\ud558\uace0 \uc788\uc5b4 \uc911\uad6d\uc758 \uc218\ucd9c \ud5c8\uac00 \uc9c0\uc5f0\uc5d0 \uc9c1\uc811 \uc601\ud5a5\uc744 \ubc1b\uace0 \uc788\uc74c.<\/p>\n
\uc2e4\uc81c\ub85c AXT\ub294 5\uc6d4 \u201c\uc778\ub4d0\uc778\ud654\ubb3c \uc218\ucd9c \ud5c8\uac00\uac00 \ud604\uc7ac \uac00\uc7a5 \ud070 \ub3c4\uc804\u201d\uc774\ub77c\uace0 \ubc1d\ud788\uae30\ub3c4 \ud588\uc74c. AXT\uc758 \uc911\uad6d \uc790\ud68c\uc0ac\uac00 \uccab \uc218\ucd9c \ud5c8\uac00\ub97c \ubc1b\uc740 \uac83\uc740 \uc9c0\ub09c\ud574 6\uc6d4\uc774\uc5c8\uace0, \uc9c0\uae08\ub3c4 \uc0c1\ub2f9\ud55c \uc8fc\ubb38 \uc801\uccb4\uac00 \ub0a8\uc544 \uc788\uc74c. \uc774 \uc5ec\ud30c\ub294 \ucf54\ud788\ub7f0\ud2b8 \ubfd0\ub9cc \uc544\ub2c8\ub77c \ub8e8\uba58\ud140, \ub300\ub9cc\uc758 VPEC\uc640 \ub79c\ub4dc\ub9c8\ud06c \uc635\ud1a0\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4(LandMark Optoelectronics) \ub4f1 \uad11\ubd80\ud488 \uc5c5\uccb4\ub85c\ub3c4 \ubc88\uc9c0\uace0 \uc788\uc74c.<\/p>\n
\uc218\ucd9c \uc81c\ud55c \uc774\ud6c4 6\uc778\uce58 \uc778\ub4d0\uc778\ud654\ubb3c \uc6e8\uc774\ud37c \ud3c9\uade0 \uac00\uaca9\uc740 250% \uae09\ub4f1\ud574 5000\ub2ec\ub7ec(\uc57d 762\ub9cc\uc6d0)\uc5d0 \uc774\ub974\ub800\uc74c. \ucd5c\uc18c 2\uacf3\uc758 \ubbf8\uad6d \uc8fc\uc694 \ud3ec\ud1a0\ub2c9\uc2a4 \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc740 \uc218\ucd9c \ud5c8\uac00 \ubb38\uc81c \ud574\uacb0\uc744 \uc704\ud574 \uc5c5\uacc4 \ub2e8\uccb4\uc5d0 \uc9c0\uc6d0\uc744 \uc694\uccad\ud55c \uac83\uc73c\ub85c \uc804\ud574\uc84c\uc74c.<\/p>\n
\ubbf8\uad6d \uae30\uc5c5\ub4e4\uc740 \uc790\uccb4 \uc0dd\uc0b0 \ud655\ub300\uc640 \ube44\uc911\uad6d \uacf5\uae09\ucc98 \ud655\ubcf4\uc5d0\ub3c4 \ub098\uc11c\uace0 \uc788\uc74c. \ucf54\ud788\ub7f0\ud2b8\ub294 \uc62c\ud574 \ud14d\uc0ac\uc2a4(Texas) \uacf5\uc7a5\uc758 \uc778\ub4d0\uc778\ud654\ubb3c \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub2a5\ub825\uc744 \ub450 \ubc30\ub85c \ub298\ub9ac\uace0, 2027\ub144 \ub9d0\uae4c\uc9c0 \ub2e4\uc2dc \ub450 \ubc30 \uc774\uc0c1 \ud655\ub300\ud560 \uacc4\ud68d\uc784. \ud558\uc9c0\ub9cc \uc0c8 \uacf5\uc7a5\uc774 \uac00\ub3d9\ub418\uae30\uae4c\uc9c0 \ubcf4\ud1b5 2~3\ub144\uc774 \uac78\ub824 \ub2e8\uae30\uac04\uc5d0 \uacf5\uae09 \ubd80\uc871\uc744 \ud574\uc18c\ud558\uae30\ub294 \uc5b4\ub824\uc6b4 \uc0c1\ud669\uc784.<\/p>\n
\uc911\uad6d\uc758 \ud1b5\uc81c\ub294 \ud604\uc9c0 \uc5c5\uccb4\ub4e4\uc5d0\ub294 \uae30\ud68c\uac00 \ub418\uace0 \uc788\uc74c. \uc708\ub09c \uc800\ub9c8\ub284(Yunnan Germanium), \uad11\ub465 \uc174\ub2e4\uc624(Guangdong Xiandao), \uc8fc\ud558\uc774 \ub529\ud0c0\uc774 \uc2e0\uc704\uc548(Zhuhai Dingtai Xinyuan) \ub4f1\uc774 \uc911\uad6d \ub0b4 \uc8fc\uc694 \uc778\ub4d0\uc778\ud654\ubb3c \uae30\ud310 \uc5c5\uccb4\ub85c \uaf3d\ud798. \uc708\ub09c \uc800\ub9c8\ub284\uc740 4\uc6d4 1\uc5b58900\ub9cc\uc704\uc548(\uc57d 425\uc5b5\uc6d0)\uc744 \ud22c\uc790\ud574 \uc5f0\uac04 45\ub9cc\uc7a5 \uaddc\ubaa8\ub85c \uc0dd\uc0b0\ub2a5\ub825\uc744 \ud655\ub300\ud558\uaca0\ub2e4\uace0 \ubc1c\ud45c\ud588\uace0, 2025\ub144\ub3c4 \uc5f0\ub840\ubcf4\uace0\uc11c\uc5d0\uc11c \uc778\ub4d0\uc778\ud654\ubb3c \uc6e8\uc774\ud37c \ucd9c\ud558\ub7c9\uc774 74% \uc99d\uac00\ud588\ub2e4\uace0 \ubc1d\ud614\uc74c.<\/p>\n
\ub2e4\ub9cc \uc911\uad6d \uc5c5\uccb4\ub4e4\uc758 \ud574\uc678 \uacf5\uae09 \ud655\ub300\uac00 \uace7\ubc14\ub85c \uc774\ub904\uc9c8\uc9c0\ub294 \ubd88\ud655\uc2e4\ud55c \uc0c1\ud669\uc784. \ud604\uc7ac \uc77c\ubd80 \uc5c5\uccb4\ub294 \uc911\uad6d \ub2f9\uad6d\uacfc \uc218\ucd9c \uc2b9\uc778 \ubb38\uc81c\ub97c \ub17c\uc758 \uc911\uc774\uc9c0\ub9cc, \uc2b9\uc778\ub418\ub354\ub77c\ub3c4 \ud574\uc678 \ubb3c\ub7c9\uc740 \uc81c\ud55c\uc801\uc77c \uac00\ub2a5\uc131\uc774 \uc81c\uae30\ub428. \ub610\ud55c \ucf54\ud788\ub7f0\ud2b8\uc640 \ub8e8\uba58\ud140 \uac19\uc740 \uc8fc\uc694 \uace0\uac1d\uc0ac\ub294 \uae30\uc874 \uacf5\uae09\ub9dd\uc744 \uc27d\uac8c \ubc14\uafb8\uae30 \uc5b4\ub824\uc6c0. \ubc18\ub3c4\uccb4 \uc18c\uc7ac\ub294 \uc0c8 \uacf5\uae09\uc5c5\uccb4\ub97c \uc4f0\ub824\uba74 \uae34 \uac80\uc99d \uc808\ucc28\uac00 \ud544\uc694\ud558\uae30 \ub54c\ubb38\uc784.<\/p>\n
<\uc2dc\uc0ac\uc810><\/strong>
\n\uc778\ub4d0\uc778\ud654\ubb3c \uc218\ucd9c \ud1b5\uc81c\ub294 \uc911\uad6d\uc774 \ud76c\ud1a0\ub958\ub97c \ub118\uc5b4 AI \ud575\uc2ec \uc18c\uc7ac\uae4c\uc9c0 \uc804\ub7b5 \ubb34\uae30\ub85c \ud65c\uc6a9\ud560 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90c. AI \ub370\uc774\ud130\uc13c\ud130 \uacbd\uc7c1\uc774 \ube68\ub77c\uc9c8\uc218\ub85d \uc18c\uc7ac \uacf5\uae09\ub9dd \ubcd1\ubaa9\uc740 \uae30\uc220 \ud328\uad8c \uacbd\uc7c1\uc758 \ud575\uc2ec \ubcc0\uc218\uac00 \ub420 \uac00\ub2a5\uc131\uc774 \ud07c.<\/p>\n(1\ubbf8\uad6d\ub2ec\ub7ec=1525\uc6d0)
\n(1\uc704\uc548=225\uc6d0)<\/p>\n","protected":false},"excerpt":{"rendered":"
| \u4e2d \uc218\ucd9c \ud5c8\uac00 \uc9c0\uc5f0\uc5d0 \uacf5\uae09 \ucc28\uc9c8 \uc6b0\ub824… \u7f8e\u4e2d \ud611\uc0c1 \uc758\uc81c\uc5d0 \uc62c\ub9ac\uae30\ub3c4 <\uac1c\uc694> \uc911\uad6d\uc758 \uc778\ub4d0\uc778\ud654\ubb3c(Indium Phosphide\u00b7InP) \uc218\ucd9c \ud1b5\uc81c\uac00 \uc778\uacf5\uc9c0\ub2a5(AI) \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95\uc758 \uc0c8\ub85c\uc6b4 \ubcd1\ubaa9\uc73c\ub85c \ub5a0\uc624\ub974\uace0 \uc788\ub2e4\uace0 11\uc77c(\ud604\uc9c0\uc2dc\uac01) \ub85c\uc774\ud130 \ud1b5\uc2e0\uc774 \ubcf4\ub3c4\ud588\uc74c. \uc778\ub4d0\uc778\ud654\ubb3c\uc740 \uc804\uae30 \uc2e0\ud638 \ub300\uc2e0 \uad11\uc12c\uc720\ub85c \ub370\uc774\ud130\ub97c \uc8fc\uace0\ubc1b\ub294 \ud3ec\ud1a0\ub2c9\uc2a4(Photonics) \ubc18\ub3c4\uccb4\uc758 \ud575\uc2ec \uc18c\uc7ac\ub85c, \uace0\uc18d\u00b7\uc800\uc804\ub825 AI \uc778\ud504\ub77c\uc5d0 \ud544\uc218\uc801\uc778 \uc7ac\ub8cc\uc784. \ubbf8\uad6d \uae30\uc5c5\ub4e4\uc740 \uc218\ucd9c \ud5c8\uac00 \uc9c0\uc5f0 \ubb38\uc81c\ub97c \ubbf8\uc911 \uace0\uc704\uae09 \ud611\uc0c1 \uc758\uc81c\ub85c […]<\/p>\n","protected":false},"author":98,"featured_media":63285,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,612,604,614],"tags":[100,29,3819,250,1101,38],"class_list":{"0":"post-63284","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-sanction","8":"category-usa","9":"category-export","10":"category-china","11":"tag-ai","12":"tag-29","13":"tag-3819","14":"tag-250","15":"tag-1101","16":"tag-38"},"yoast_head":"\n
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