<\uad6c\uccb4\uc801 \ub0b4\uc6a9><\/strong>
\n19\uc77c\uc790 \ube14\ub8f8\ubc84\uadf8 \ud1b5\uc2e0 \ubcf4\ub3c4\uc5d0 \ub530\ub974\uba74 \ud558\uc6cc\ub4dc \ub7ec\ud2b8\ub2c9(Howard Lutnick) \ubbf8\uad6d \uc0c1\ubb34\uc7a5\uad00\uc740 \ucd5c\uadfc \uc5ec\ub7ec \ucc28\ub840\uc5d0 \uac78\uccd0 ASML \uacbd\uc601\uc9c4\uacfc\uc758 \ud68c\uc758\uc5d0\uc11c EUV \ub178\uad11\uc7a5\ube44 \uac00\uc6b4\ub370 \ucd5c\uc18c 1\ub300\uac00 \uc911\uad6d\uc5d0 \ub4e4\uc5b4\uac14\uc744 \uac00\ub2a5\uc131\uc5d0 \ub300\ud55c \uc6b0\ub824\ub97c \uc804\ub2ec\ud588\uc74c. EUV \uc7a5\ube44\ub294 \ud604\uc7ac \uc138\uacc4\uc5d0\uc11c \uac00\uc7a5 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc5d0 \uc0ac\uc6a9\ub418\ub294 \ud575\uc2ec \uc124\ube44\ub85c, \uc0bc\uc131\uc804\uc790, TSMC, \uc5d4\ube44\ub514\uc544, \uc560\ud50c\uc6a9 \ucca8\ub2e8 \uce69 \uc0dd\uc0b0\uc5d0 \ud65c\uc6a9\ub418\uace0 \uc788\uc74c.<\/p>\n\ubbf8\uad6d\uc740 \ud2b8\ub7fc\ud504\u00a01\uae30\u00a0\ud589\uc815\ubd80 \uc2dc\uc808\ubd80\ud130 \uad6d\uac00\uc548\ubcf4\ub97c \uc774\uc720\ub85c ASML\uc758 EUV \uc7a5\ube44 \uc911\uad6d \uc218\ucd9c\uc744 \uc0ac\uc2e4\uc0c1 \uae08\uc9c0\ud574 \uc654\uc74c. \uc774\ud6c4 \ub124\ub35c\ub780\ub4dc \uc815\ubd80\ub3c4 \ubbf8\uad6d\uacfc \ubcf4\uc870\ub97c \ub9de\ucd94\uba74\uc11c EUV \uc218\ucd9c \uc81c\ud55c\uc5d0 \ub3d9\ucc38\ud588\uace0, \ucd5c\uadfc\uc5d0\ub294 \uc77c\ubd80 \uace0\uc131\ub2a5 \uc2ec\uc790\uc678\uc120(DUV\u00b7Deep Ultraviolet) \uc7a5\ube44\uae4c\uc9c0 \uc911\uad6d \uc218\ucd9c\uc744 \uc81c\ud55c\ud558\uace0 \uc788\uc74c.<\/p>\n
\ub7ec\ud2b8\ub2c9 \uc7a5\uad00\uc774 \uc5b4\ub5a4 \uadfc\uac70\ub85c \uc758\ud639\uc744 \uc81c\uae30\ud588\ub294\uc9c0\ub294 \uacf5\uac1c\ub418\uc9c0 \uc54a\uc558\uc74c. \ub2e4\ub9cc \uc775\uba85\uc744 \uc694\uad6c\ud55c \ubbf8\uad6d \uc815\ubd80 \uace0\uc704 \uad00\uacc4\uc790\ub4e4\uc740 ASML\uc774 EUV \uc7a5\ube44 \uc790\uccb4\ub294 \uc544\ub2c8\ub354\ub77c\ub3c4 EUV \uc7a5\ube44 \uc6b4\uc1a1\uc5d0 \uc0ac\uc6a9\ub418\ub294 \ud2b9\uc218 \uc7a5\ube44\ub098 \uad00\ub828 \ubd80\ud488\uc744 \uc911\uad6d\uc73c\ub85c \uc218\ucd9c\ud55c \uc815\ud669\uc744 \ud655\ubcf4\ud588\ub2e4\uace0 \uc8fc\uc7a5\ud588\uc74c. \ub2f9\uad6d\uc740 \ub610\ud55c ASML\uc774 \uc911\uad6d \uc0ac\uc5c5\uc5d0\uc11c \ub2e8\uae30 \uc218\uc775\uc744 \uc9c0\ub098\uce58\uac8c \uc911\uc2dc\ud558\uace0 \uc788\ub2e4\ub294 \uc6b0\ub824\ub3c4 \uc81c\uae30\ud588\ub2e4\uace0 \ube14\ub8f8\ubc84\uadf8\ub294 \uc804\ud588\uc74c.<\/p>\n
\uadf8\ub7ec\ub098 \ubbf8\uad6d \uce21\uc740 \ud574\ub2f9 \uc99d\uac70\uac00 \ubbfc\uac10\ud55c \uc815\ubcf4\ub77c\ub294 \uc774\uc720\ub85c \uacf5\uac1c\ub97c \uac70\ubd80\ud588\uc74c. \uc2e4\uc81c\ub85c \uad00\uacc4 \ub2f9\uad6d\uc740 \uc911\uad6d \ub0b4\uc5d0 EUV \uc7a5\ube44\uac00 \uc874\uc7ac\ud558\ub294\uc9c0 \uc5ec\ubd80\uc5d0 \ub300\ud574\uc11c\ub3c4 \uba85\ud655\ud55c \ub2f5\ubcc0\uc744 \ub0b4\ub193\uc9c0 \uc54a\uc558\uc74c.<\/p>\n
\uc774\uc5d0 \ub300\ud574 ASML\uc740 \ubbf8\uad6d \uc815\ubd80\uc758 \uc8fc\uc7a5\uc744 \uac15\ud558\uac8c \ubc18\ubc15\ud558\uace0 \uc788\uc74c. ASML\uc740 \uc911\uad6d\uc5d0 EUV \uc7a5\ube44\ub97c \ub2e8 \ud55c \ub300\ub3c4 \ud310\ub9e4\ud55c \uc801\uc774 \uc5c6\ub2e4\uace0 \uc804\ud558\uba74\uc11c, EUV \uc804\uc6a9 \ubd80\ud488\uc774\ub098 \ubaa8\ub4c8, \uc6b4\uc1a1\uc7a5\ube44 \uc5ed\uc2dc \uc218\ucd9c\ud55c \uc801\uc774 \uc5c6\ub2e4\uace0 \ubc1d\ud614\uc74c. \ud68c\uc0ac \uce21\uc740 \ud604\uc7ac \uc804 \uc138\uacc4\uc5d0\uc11c \uac00\ub3d9 \uc911\uc778 EUV \uc7a5\ube44\uac00 314\ub300\uc774\uace0 \ud3d0\uae30\ub41c \uc7a5\ube44\uac00 26\ub300\uc778\ub370, \uc911\uad6d\uc5d0\ub294 \ub2e8 \ud55c \ub300\ub3c4 \uc874\uc7ac\ud558\uc9c0 \uc54a\ub294\ub2e4\uace0 \uc124\uba85\ud588\uc74c.<\/p>\n
\ub610\ud55c EUV \uc7a5\ube44\ub294 \ud559\uad50 \ubc84\uc2a4 \ud06c\uae30\uc5d0 \ub2ec\ud558\ub294 \ucd08\ub300\ud615 \uc124\ube44\ub85c \uc0dd\uc0b0 \uc218\ub7c9\ub3c4 \uc81c\ud55c\uc801\uc774\uace0, \uc124\uce58\uc640 \uc720\uc9c0\ubcf4\uc218 \uacfc\uc815\uc5d0\uc11c ASML\uc758 \uc9c0\uc18d\uc801\uc778 \uae30\uc220 \uc9c0\uc6d0\uc774 \ud544\uc218\uc801\uc774\ub77c\uace0 \uac15\uc870\ud588\uc74c. \uc7a5\ube44\uc758 \uc5f0\uacb0 \uc0c1\ud0dc\uc640 \uc704\uce58\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \ubaa8\ub2c8\ud130\ub9c1\ud560 \uc218 \uc788\uace0, \uace0\uac1d\uc774 ASML \uac1c\uc785 \uc5c6\uc774 \uc7a5\ube44\ub97c \ud574\uccb4\ud558\uac70\ub098 \ub2e4\ub978 \uad6d\uac00\ub85c \uc774\uc804\ud558\ub294 \uac83\uc740 \uc0ac\uc2e4\uc0c1 \ubd88\uac00\ub2a5\ud558\ub2e4\ub294 \uc785\uc7a5\uc784.<\/p>\n
\uc774\ubc88 \ub17c\ub780\uc740 ASML\uc774 \uc911\uad6d \uc0ac\uc5c5\uc5d0\uc11c \ucc28\uc9c0\ud558\ub294 \ube44\uc911\uacfc\ub3c4 \uad00\ub828\uc774 \uc788\uc74c. ASML\uc740 \uc218\ub144\uac04 \ubbf8\uad6d\uc758 \uc555\ubc15 \uc18d\uc5d0\uc11c\ub3c4 \uc911\uad6d \uc2dc\uc7a5\uc744 \uc720\uc9c0\ud574 \uc654\ub294\ub370, \uc62c\ud574 \ub9e4\ucd9c\uc758 \uc57d 20%\uac00 \uc911\uad6d\uc5d0\uc11c \ubc1c\uc0dd\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uace0 \uc788\uc74c. \uc911\uad6d \ub9e4\ucd9c \ube44\uc911\uc740 2024\ub144 \uc0c1\ubc18\uae30 49% \uc218\uc900\uae4c\uc9c0 \uc62c\ub77c\uac14\uc9c0\ub9cc \uc218\ucd9c \uaddc\uc81c \uac15\ud654 \uc774\ud6c4 \uc62c\ud574 1\ubd84\uae30\uc5d0\ub294 19% \uc218\uc900\uc73c\ub85c \ub0ae\uc544\uc84c\uc74c.<\/p>\n
\ubbf8\uad6d \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc5c5\uccb4\uc778 \ub7a8\ub9ac\uc11c\uce58(Lam Research), \ucf00\uc774\uc5d8\uc5d0\uc774(KLA), \uc5b4\ud50c\ub77c\uc774\ub4dc \uba38\ud2f0\ub9ac\uc5bc\uc988(Applied Materials)\ub294 \uadf8\ub3d9\uc548 \ub124\ub35c\ub780\ub4dc\uc640 \uc77c\ubcf8\uc758 \uc218\ucd9c \ud1b5\uc81c\uac00 \ubbf8\uad6d\ubcf4\ub2e4 \uc0c1\ub300\uc801\uc73c\ub85c \ub290\uc2a8\ud574 \uc790\uad6d \uae30\uc5c5\uc774 \uacbd\uc7c1\uc0c1 \ubd88\uc774\uc775\uc744 \ubc1b\uace0 \uc788\ub2e4\uace0 \uc8fc\uc7a5\ud574 \uc654\uc74c. \uc774\uc5d0 \ubbf8\uad6d \uc758\ud68c\uc5d0\uc11c\ub294 ASML\uacfc \ub3c4\ucfc4\uc77c\ub809\ud2b8\ub860(Tokyo Electron) \ub4f1 \uc678\uad6d \uc5c5\uccb4\uc5d0\ub3c4 \ubbf8\uad6d \uae30\uc5c5\uacfc \ub3d9\uc77c\ud55c \uc218\uc900\uc758 \uc911\uad6d \uc218\ucd9c \uc81c\ud55c\uc744 \uc801\uc6a9\ud558\ub294 \ubc95\uc548\uc774 \ucd94\uc9c4\ub418\uace0 \uc788\uc74c.<\/p>\n
\ubbf8\uad6d \uc815\ubd80\ub294 \ub610 ASML\uc774 \uc911\uad6d \uae30\uc5c5\ub4e4\uacfc\uc758 \uae30\uc220 \ud611\ub825 \uacfc\uc815\uc5d0\uc11c \ubbf8\uad6d\uc758 \ub300\uc911 \uc218\ucd9c\ud1b5\uc81c \uc815\ucc45\uc744 \uc6b0\ud68c\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc8fc\uace0 \uc788\ub2e4\ub294 \uc758\ud639\ub3c4 \uc81c\uae30\ud588\uc74c. \ud2b9\ud788 \ubbf8\uad6d\uc758 \uc81c\uc7ac \uba85\ub2e8\uc5d0 \ud3ec\ud568\ub41c \uc911\uad6d \uae30\uc5c5 \uc2a4\uc6e8\uc774\uc288\uc5b4 \ud14c\ud06c\ub180\ub85c\uc9c0(SwaySure Technology)\uc5d0 \ub300\ud55c \uae30\uc220 \uc9c0\uc6d0 \ubb38\uc81c\ub97c \uac70\ub860\ud588\uc9c0\ub9cc, \uc5ed\uc2dc \uad6c\uccb4\uc801\uc778 \uc99d\uac70\ub294 \uacf5\uac1c\ud558\uc9c0 \uc54a\uc558\uc74c.<\/p>\n
\ud55c\ud3b8, \uc774\ubc88 \ub17c\ub780\uc740 \uc911\uad6d \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uae30\uc220 \ubc1c\uc804\uacfc\ub3c4 \ub9de\ubb3c\ub824 \uc788\uc5b4 \ub208\uae38\uc744 \ub04c\uace0 \uc788\uc74c. \uc911\uad6d\uc740 EUV \uc7a5\ube44 \uc811\uadfc\uc774 \ucc28\ub2e8\ub41c \uc0c1\ud669\uc5d0\uc11c\ub3c4 \uc790\uccb4 \uae30\uc220 \uac1c\ubc1c\uc5d0 \uc18d\ub3c4\ub97c \ub0b4\uace0 \uc788\uc74c. \ud654\uc6e8\uc774(Huawei)\ub294 \ucd5c\uadfc EUV \uc5c6\uc774\ub3c4 \ucca8\ub2e8 \ubc18\ub3c4\uccb4\ub97c \uc0dd\uc0b0\ud560 \uc218 \uc788\ub294 \uc0c8\ub85c\uc6b4 \uae30\uc220 \uac1c\ub150\uc744 \uc81c\uc2dc\ud588\uace0, \ub3c5\uc790\uc801\uc778 \ucc28\uc138\ub300 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uae30\uc220 \uac1c\ubc1c \uacc4\ud68d\ub3c4 \uacf5\uac1c\ud588\uc74c.<\/p>\n
\uc774\uc640 \uad00\ub828\ud574 \ub85c\uc774\ud130 \ud1b5\uc2e0\uc740 \uc9c0\ub09c\ud574 ASML \ucd9c\uc2e0 \uc5d4\uc9c0\ub2c8\uc5b4\ub4e4\uc774 \uc911\uad6d\uc5d0\uc11c EUV \uc7a5\ube44\ub97c \uc5ed\uc124\uacc4\ud574 \uc2dc\uc81c\ud488\uc744 \uac1c\ubc1c \uc911\uc778\ub370, \uc774\ub974\uba74 2028\ub144 \uc591\uc0b0 \ud65c\uc6a9\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\ub2e4\uace0 \ubcf4\ub3c4\ud55c \ubc14 \uc788\uc74c. \ub610\ud55c \ud654\uc6e8\uc774\uc640 \uc5d0\uc2a4\uc5e0\uc544\uc774\uc528(SMIC)\uac00 \ub808\uc774\uc800 \uc720\ub3c4 \ubc29\uc804 \ud50c\ub77c\uc988\ub9c8(LDP) \uae30\uc220 \uae30\ubc18\uc758 \uc790\uccb4 EUV \uac1c\ubc1c\ub3c4 \ucd94\uc9c4\ud558\ub294 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\uc74c.<\/p>\n
\uc774\uc5d0 \ub530\ub77c \uc2dc\uc7a5 \uc77c\uac01\uc5d0\uc11c\ub294 \uc911\uad6d\uc774 \uc2e4\uc81c\ub85c EUV \uc5c6\uc774 \ucca8\ub2e8 \uce69 \uc0dd\uc0b0\uc5d0 \uc131\uacf5\ud560 \uacbd\uc6b0 \ubbf8\uad6d\uc774 \uc8fc\ub3c4\ud574 \uc628 \ub300\uc911 \ubc18\ub3c4\uccb4 \uc218\ucd9c \ud1b5\uc81c \uc804\ub7b5 \uc790\uccb4\uac00 \uc0c1\ub2f9\ud55c \ub3c4\uc804\uc5d0 \uc9c1\uba74\ud560 \uc218 \uc788\ub2e4\ub294 \ubd84\uc11d\ub3c4 \ub098\uc624\uace0 \uc788\uc74c.<\/p>\n
<\uc2dc\uc0ac\uc810><\/strong>
\n\uc774\ubc88 \ub17c\ub780\uc740 \ub2e8\uc21c\ud55c \uc218\ucd9c\ud1b5\uc81c \uc704\ubc18 \uc758\ud639\uc744 \ub118\uc5b4 \ubbf8\uad6d\uacfc \uc911\uad6d\uc758 \uae30\uc220 \ud328\uad8c \uacbd\uc7c1, \uadf8\ub9ac\uace0 \ubbf8\uad6d\uacfc \uc720\ub7fd \uac04 \uc0b0\uc5c5\u00b7\uc548\ubcf4 \uc774\ud574\uad00\uacc4 \ucda9\ub3cc\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc0ac\ub840\uc784. \ud2b9\ud788 \uc911\uad6d\uc774 EUV \uc5c6\uc774\ub3c4 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uac1c\ubc1c \uc5ed\ub7c9\uc744 \ub192\uc774\uace0 \uc788\ub2e4\uba74 \ubbf8\uad6d\uc758 \ud1b5\uc81c \uc804\ub7b5\uc740 \uc0c8\ub85c\uc6b4 \uc2dc\ud5d8\ub300\uc5d0 \uc624\ub97c \uc218 \uc788\uc73c\uba70, \ud5a5\ud6c4 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uacfc \ub300\uc911\uad6d \uc218\ucd9c\uaddc\uc81c \uc815\ucc45\uc5d0\ub3c4 \uc801\uc9c0 \uc54a\uc740 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac00\ub2a5\uc131\uc774 \uc788\uc74c.<\/p>\n","protected":false},"excerpt":{"rendered":"| \ub7ec\ud2b8\ub2c9, ASML \uad00\uacc4\uc790\ub4e4\uc5d0\uac8c EUV \uad00\ub828 \ubd80\ud488\u00b7\uc7a5\ube44 \u4e2d \ubc00\uc218\ucd9c \uc758\ud639 \uc81c\uae30 | ASML, \uc7a5\ube44 \uc804\uc218 314\ub300 \uc804\uc218 \ucd94\uc801 \ud604\ud669 \uc81c\uc2dc… “EUV \uc218\ucd9c\ud1b5\uc81c \uc5c4\uaca9\ud788 \uc9d1\ud589” \ubc18\ub860 <\uac1c\uc694> \ubbf8\uad6d \uc815\ubd80\uac00 \ub124\ub35c\ub780\ub4dc \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc5c5\uccb4 \uc5d0\uc774\uc5d0\uc2a4\uc5e0\uc5d8(ASML)\uc758 \ucd5c\ucca8\ub2e8 \uadf9\uc790\uc678\uc120(EUV\u00b7Extreme Ultraviolet) \ub178\uad11\uc7a5\ube44 \ub610\ub294 \uad00\ub828 \ubd80\ud488\uc774 \ub300\uc911 \uc218\ucd9c \ud1b5\uc81c\ub97c \uc6b0\ud68c\ud574 \uc911\uad6d\uc5d0 \uc720\uc785\ub410\uc744 \uac00\ub2a5\uc131\uc744 \uc81c\uae30\ud588\ub2e4\uace0 19\uc77c(\ud604\uc9c0\uc2dc\uac01) \ube14\ub8f8\ubc84\uadf8 \ud1b5\uc2e0\uc774 \ubcf4\ub3c4\ud588\uc74c. \uc774\uc640 \uad00\ub828\ud574 \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\ub294 […]<\/p>\n","protected":false},"author":98,"featured_media":7074,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[612,613,604,614],"tags":[236,110,2123,58,114,3819,163,38],"class_list":{"0":"post-64314","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-usa","8":"category-europe","9":"category-export","10":"category-china","11":"tag-asml","12":"tag-110","13":"tag-2123","14":"tag-58","15":"tag-114","16":"tag-3819","17":"tag-163","18":"tag-38"},"yoast_head":"\n
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