{"id":66156,"date":"2026-07-10T04:08:18","date_gmt":"2026-07-09T19:08:18","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=66156"},"modified":"2026-07-10T04:08:18","modified_gmt":"2026-07-09T19:08:18","slug":"%ed%95%98%ec%9d%b4%eb%8b%89%ec%8a%a4-%e7%be%8e%ec%83%81%ec%9e%a5-%ed%95%98%eb%a3%a8-%ec%95%9e%eb%91%90%ea%b3%a0-%eb%a7%88%ec%9d%b4%ed%81%ac%eb%a1%a0-2500%ec%96%b5-%eb%8b%ac%eb%9f%ac-%ed%88%ac","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=66156","title":{"rendered":"\ud558\uc774\ub2c9\uc2a4 \u7f8e\uc0c1\uc7a5 \ud558\ub8e8 \uc55e\ub450\uace0 \ub9c8\uc774\ud06c\ub860, 2500\uc5b5 \ub2ec\ub7ec \ud22c\uc790 \ud655\ub300 \ubc1c\ud45c"},"content":{"rendered":"

|\ud22c\uc790 \uacc4\ud68d \ub610 \uc0c1\ud5a5\u20262035\ub144\uae4c\uc9c0 \ubbf8\uad6d \ub0b4 \uc0dd\uc0b0 \uae30\uc9c0 \ub300\ud3ed \ud655\ub300
\n|\ud2b8\ub7fc\ud504 \ubc18\ub3c4\uccb4 \uc721\uc131 \uc815\ucc45\uacfc \ub9de\ubb3c\ub824 9\ub9cc \uac1c \uc774\uc0c1 \uc77c\uc790\ub9ac \ucc3d\ucd9c \uc804\ub9dd<\/h3>\n

 <\/p>\n

<\uac1c\uc694>
\n<\/strong>\ubbf8\uad6d \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uae30\uc5c5 \ub9c8\uc774\ud06c\ub860(Micron Technology)\uc774 2035\ub144\uae4c\uc9c0 \ubbf8\uad6d\uc5d0 2500\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \ud22c\uc790\ud558\uaca0\ub2e4\uace0 \ubc1c\ud45c\ud588\uc74c. AI \uc2dc\ub300 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc218\uc694 \uc99d\uac00\uc640 \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5 \uc721\uc131 \uc815\ucc45\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud55c \uacb0\uc815\uc73c\ub85c, \ub274\uc695\u00b7\uc544\uc774\ub2e4\ud638\u00b7\ubc84\uc9c0\ub2c8\uc544 \uc0dd\uc0b0\uc2dc\uc124 \ud655\uc7a5\uacfc \uacf5\uae09\ub9dd \ud22c\uc790\ub3c4 \ud568\uaed8 \ucd94\uc9c4\ud560 \uacc4\ud68d\uc784.<\/p>\n

<\uad6c\uccb4\uc801 \ub0b4\uc6a9>
\n<\/strong>9\uc77c(\ud604\uc9c0\uc2dc\uac01) \ub85c\uc774\ud130\ud1b5\uc2e0<\/a>\uc5d0 \ub530\ub974\uba74 \ub9c8\uc774\ud06c\ub860\uc740 \uc624\ub294 2035\ub144\uae4c\uc9c0 \ubbf8\uad6d \ub0b4 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uacfc \uacf5\uae09\ub9dd \uad6c\ucd95\uc5d0 2500\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \ud22c\uc790\ud560 \uacc4\ud68d\uc774\ub77c\uace0 \ubc1c\ud45c\ud588\uc74c. \uc774\ub294 \uc9c0\ub09c\ud574 6\uc6d4 \ubc1c\ud45c\ud588\ub358 2000\uc5b5 \ub2ec\ub7ec \ud22c\uc790 \uacc4\ud68d\ubcf4\ub2e4 500\uc5b5 \ub2ec\ub7ec \ub298\uc5b4\ub09c \uaddc\ubaa8\ub85c, \ub2f9\ucd08 \uacc4\ud68d\uc5d0\uc11c \uc774\ubbf8 300\uc5b5 \ub2ec\ub7ec\ub97c \uc99d\uc561\ud55c \ub370 \uc774\uc5b4 \ub2e4\uc2dc \ud22c\uc790 \uaddc\ubaa8\ub97c \ud655\ub300\ud55c \uac83\uc784. (1\ub2ec\ub7ec=\uc57d 1507\uc6d0)<\/p>\n

\uc774\ubc88 \ud22c\uc790 \ud655\ub300\ub294 \uc0dd\uc131\ud615 AI \ud655\uc0b0\uc73c\ub85c \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \uae09\uc99d\ud558\ub294 \uac00\uc6b4\ub370 \ubbf8\uad6d \ub0b4 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac15\ud654\ud558\uae30 \uc704\ud55c \uc804\ub7b5\uc73c\ub85c \ud480\uc774\ub428. \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80 \uc5ed\uc2dc \ubc18\ub3c4\uccb4\uc758 \ud574\uc678 \uc0dd\uc0b0 \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\uace0 \ubbf8\uad6d \uc81c\uc870\uc5c5 \uacbd\uc7c1\ub825\uc744 \ub192\uc774\uae30 \uc704\ud574 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ud655\ub300\ub97c \ud575\uc2ec \uc0b0\uc5c5 \uc815\ucc45\uc73c\ub85c \ucd94\uc9c4\ud558\uace0 \uc788\uc74c.<\/p>\n

\uc774\ubc88 \ud22c\uc790\uc758 \uc911\uc2ec\uc5d0\ub294 \ub274\uc695\uc8fc\uc5d0 \uac74\uc124 \uc911\uc778 \ub300\uaddc\ubaa8 \ubc18\ub3c4\uccb4 \ucea0\ud37c\uc2a4\uac00 \uc788\uc74c. \ub9c8\uc774\ud06c\ub860\uc740 \ud574\ub2f9 \ud504\ub85c\uc81d\ud2b8\uac00 \uae30\uc874 \uacc4\ud68d\ubcf4\ub2e4 25% \uc774\uc0c1 \ube60\ub978 \uc77c\uc815\uc73c\ub85c \uc9c4\ud589\ub418\uace0 \uc788\ub2e4\uace0 \ubc1d\ud614\uc74c. \ub610\ud55c \ub274\uc695 \uacf5\uc7a5\uacfc \ud568\uaed8 \uc544\uc774\ub2e4\ud638 \ubc0f \ubc84\uc9c0\ub2c8\uc544\uc8fc \uc0ac\uc5c5\uc7a5 \ud655\uc7a5\uc744 \ud1b5\ud574 \ubbf8\uad6d \ub0b4\uc5d0\uc11c 9\ub9cc \uac1c \uc774\uc0c1\uc758 \uc77c\uc790\ub9ac\ub97c \ucc3d\ucd9c\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\uc74c.<\/p>\n

\uacf5\uae09\ub9dd \ud22c\uc790\ub3c4 \ud3ec\ud568\ub410\uc74c. \ub9c8\uc774\ud06c\ub860\uc740 \ucd1d 30\uc5b5 \ub2ec\ub7ec\ub97c \ubbf8\uad6d \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \uac15\ud654\uc5d0 \ud22c\uc785\ud560 \uc608\uc815\uc774\uba70, \uc774 \uac00\uc6b4\ub370 5\uc5b5 \ub2ec\ub7ec\ub294 \uae00\ub85c\ubc8c\uc6e8\uc774\ud37c\uc2a4(GlobalWafers)\uc758 \ud14d\uc0ac\uc2a4\uc8fc \uc154\uba3c(Sherman) \uc18c\uc7ac 300mm \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc0dd\uc0b0\uc2dc\uc124 \uae30\uc220 \uace0\ub3c4\ud654\uc5d0 \ud22c\uc790\ud560 \uacc4\ud68d\uc784. \uc591\uc0ac\ub294 \ub3d9\uc2dc\uc5d0 10\ub144\uac04 \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud574 \ub9c8\uc774\ud06c\ub860\uc758 \uc7a5\uae30 \uc0dd\uc0b0 \uacc4\ud68d\uc5d0 \ud544\uc694\ud55c \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c\ub97c \uc548\uc815\uc801\uc73c\ub85c \uacf5\uae09\ud558\uae30\ub85c \ud588\uc74c.<\/p>\n

\ub9c8\uc774\ud06c\ub860\uc740 \uc5d4\ube44\ub514\uc544(Nvidia)\uc758 AI \uce69\uc14b\uc5d0 \uc0ac\uc6a9\ub418\ub294 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \ub4f1 \ud575\uc2ec \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4\ub97c \uacf5\uae09\ud558\ub294 \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c \uaf3d\ud798. AI \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790 \ud655\ub300\uc5d0 \ud798\uc785\uc5b4 \uba54\ubaa8\ub9ac \uc218\uc694\uac00 \uae09\uc99d\ud558\uba74\uc11c \uc2e4\uc801\ub3c4 \ube60\ub974\uac8c \uac1c\uc120\ub418\uace0 \uc788\uc74c. \ud68c\uc0ac\ub294 \uc9c0\ub09c\ub2ec \ub370\uc774\ud130\uc13c\ud130, \uc18c\ube44\uc790, \uc790\ub3d9\ucc28 \ubd84\uc57c \uace0\uac1d\ub4e4\ub85c\ubd80\ud130 220\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uacf5\uae09 \uacc4\uc57d\uc744 \ud655\ubcf4\ud588\ub2e4\uace0 \ubc1d\ud78c \ubc14 \uc788\uc74c.<\/p>\n

\uc2dc\uc7a5\ub3c4 \uae0d\uc815\uc801\uc73c\ub85c \ubc18\uc751\ud588\uc74c. \uc774\ub0a0 \ub274\uc695 \uc99d\uc2dc\uc5d0\uc11c \ub9c8\uc774\ud06c\ub860 \uc8fc\uac00\ub294 \uc7a5 \ucd08\ubc18 \uc57d 8% \uc0c1\uc2b9\ud588\uc73c\uba70, \uc62c\ud574 \ub4e4\uc5b4 \ub204\uc801 \uc0c1\uc2b9\ub960\uc740 200% \uc774\uc0c1\uc744 \uae30\ub85d\ud588\uc74c. \ud22c\uc790\uc790\ub4e4\uc740 AI \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc131\uc7a5\uacfc \ubbf8\uad6d \ub0b4 \uc0dd\uc0b0 \ud655\ub300\uac00 \uc7a5\uae30\uc801\uc778 \uc2e4\uc801 \uac1c\uc120\uc73c\ub85c \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uae30\ub300\ud558\uace0 \uc788\uc74c. \uc774\ub0a0 \ubc1c\ud45c\ub294 SK\ud558\uc774\ub2c9\uc2a4\uc758 \ubbf8\uad6d \uc8fc\uc2dd\uc608\ud0c1\uc99d\uc11c(ADR) \uc0c1\uc7a5\uc744 \ud558\ub8e8 \uc55e\ub450\uace0 \uc774\ub904\uc838 \uba54\ubaa8\ub9ac \ubd84\uc57c \uacbd\uc7c1 \uae30\uc5c5\uc5d0 \ub300\ud55c \uacac\uc81c \uc758\ubbf8\ub3c4 \uc788\ub294 \uac83\uc73c\ub85c \ud574\uc11d\ub428.<\/p>\n

<\uc2dc\uc0ac\uc810>
\n<\/strong>\uc774\ubc88 \ud22c\uc790 \ud655\ub300\ub294 AI \uc2dc\ub300 \ud575\uc2ec \ubd80\ud488\uc778 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \uae30\uc9c0\ub97c \ubbf8\uad6d\uc73c\ub85c \uc9d1\uc911\uc2dc\ud0a4\ub824\ub294 \uc6c0\uc9c1\uc784\uc744 \ubcf4\uc5ec\uc90c. \ud2b9\ud788 \ubbf8\uad6d \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc790\ub9bd \uc815\ucc45\uacfc AI \uc0b0\uc5c5 \uc721\uc131\uc774 \ub9de\ubb3c\ub9ac\uba74\uc11c \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc774 \ubbf8\uad6d \uc911\uc2ec\uc73c\ub85c \uc7ac\ud3b8\ub420 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\uc74c. \ud5a5\ud6c4 \uba54\ubaa8\ub9ac \uc2dc\uc7a5 \uacbd\uc7c1\uc740 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ubcf4\ubfd0 \uc544\ub2c8\ub77c \uc548\uc815\uc801\uc778 \uc6d0\uc7ac\ub8cc \uacf5\uae09\ub9dd \uad6c\ucd95\uc774 \ud575\uc2ec \uacbd\uc7c1\ub825\uc73c\ub85c \ubd80\uc0c1\ud560 \uc804\ub9dd\uc784.<\/p>\n","protected":false},"excerpt":{"rendered":"

|\ud22c\uc790 \uacc4\ud68d \ub610 \uc0c1\ud5a5\u20262035\ub144\uae4c\uc9c0 \ubbf8\uad6d \ub0b4 \uc0dd\uc0b0 \uae30\uc9c0 \ub300\ud3ed \ud655\ub300 |\ud2b8\ub7fc\ud504 \ubc18\ub3c4\uccb4 \uc721\uc131 \uc815\ucc45\uacfc \ub9de\ubb3c\ub824 9\ub9cc \uac1c \uc774\uc0c1 \uc77c\uc790\ub9ac \ucc3d\ucd9c \uc804\ub9dd   <\uac1c\uc694> \ubbf8\uad6d \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uae30\uc5c5 \ub9c8\uc774\ud06c\ub860(Micron Technology)\uc774 2035\ub144\uae4c\uc9c0 \ubbf8\uad6d\uc5d0 2500\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \ud22c\uc790\ud558\uaca0\ub2e4\uace0 \ubc1c\ud45c\ud588\uc74c. 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