{"id":66352,"date":"2026-07-15T00:17:54","date_gmt":"2026-07-14T15:17:54","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=66352"},"modified":"2026-07-13T19:50:03","modified_gmt":"2026-07-13T10:50:03","slug":"ai-%eb%8d%b0%ec%9d%b4%ed%84%b0%ec%84%bc%ed%84%b0%c2%b7%ed%95%ad%ea%b3%b5%ec%97%85%ea%b3%84-%eb%8d%ae%ec%b9%9c-%ed%84%b0%eb%b9%88-%ec%a0%84%ec%9f%81-%ec%83%9d%ec%82%b0%ec%97%85%ec%b2%b4","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=66352","title":{"rendered":"AI \ub370\uc774\ud130\uc13c\ud130\u00b7\ud56d\uacf5\uc5c5\uacc4 \ub36e\uce5c &#8216;\ud130\ube48 \uc804\uc7c1&#8217;\u2026 \uc0dd\uc0b0\uc5c5\uccb4\ub4e4\uc740 &#8216;\ud638\ud669&#8217;"},"content":{"rendered":"<h3>| \ud56d\uacf5\uae30\u00b7AI \ub370\uc774\ud130\uc13c\ud130 \uc99d\uac00\ub85c \ud130\ube48 \ud575\uc2ec \ubd80\ud488 \uc218\uc694 \uae09\uc99d<br \/>\n| \uacf5\uae09\ub09c\uc5d0 \ubd80\ud488 \uad50\uccb4 \uc2dc\uc7a5\ub3c4 \uc131\uc7a5<br \/>\n| \ub192\uc740 \uae30\uc220 \uc7a5\ubcbd\uc5d0 \uacf5\uae09\uc740 \uc81c\ud55c\u2026 \uc2dc\uc7a5 \uc8fc\ub3c4\ud558\ub294 \uc18c\uc218 \uae30\uc5c5\uc740 \ub9e4\ucd9c\uc774 \uae09\uc99d<\/h3>\n<p class=\"\" data-start=\"0\" data-end=\"406\">\ud56d\uacf5\uae30\uc640 \uc778\uacf5\uc9c0\ub2a5(AI) \ub370\uc774\ud130\uc13c\ud130 \uc0b0\uc5c5\uc774 \ub3d9\uc2dc\uc5d0 \uae09\uc131\uc7a5\ud558\uba74\uc11c \uac00\uc2a4\ud130\ube48 \ud575\uc2ec \ubd80\ud488\uc778 \ud130\ube48 \ube14\ub808\uc774\ub4dc(\ub0a0\uac1c)\uc640 \ubca0\uc778(\uc720\ub3c4\ub0a0\uac1c) \uc218\uc694\uac00 \ud3ed\ubc1c\uc801\uc73c\ub85c \ub298\uace0 \uc788\ub2e4\uace0 10\uc77c(\ud604\uc9c0\uc2dc\uac01) \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8\uc800\ub110\uc774 <a href=\"https:\/\/www.wsj.com\/business\/airlines-and-hyperscalers-clamor-for-turbines-only-a-few-companies-make-the-parts-4426ba4d?mod=Searchresults&amp;pos=1&amp;page=1\">\ubcf4\ub3c4<\/a>\ud588\uc74c. \uc774\ub294 \ud56d\uacf5\uae30\uc5d0\ub294 \uc81c\ud2b8\uc5d4\uc9c4\uc744, \ub370\uc774\ud130\uc13c\ud130\uc5d0\ub294 \ubc1c\uc804\uc6a9 \uac00\uc2a4\ud130\ube48\uc744 \uac00\ub3d9\ud574\uc57c \ud558\uae30 \ub54c\ubb38\uc784.<\/p>\n<p class=\"\" data-start=\"0\" data-end=\"406\">\uadf8\ub7ec\ub098 \uc774\ub4e4 \ubd80\ud488\uc740 \uc81c\uc870 \ub09c\ub3c4\uac00 \ub9e4\uc6b0 \ub192\uc544 \uc804 \uc138\uacc4 \uc11c\ubc29\uad8c\uc5d0\uc11c\ub294 \uc0ac\uc2e4\uc0c1 \ud558\uc6b0\uba67 \uc5d0\uc5b4\ub85c\uc2a4\ud398\uc774\uc2a4(Howmet Aerospace), \ud504\ub9ac\uc2dc\uc804 \uce90\uc2a4\ud2b8\ud30c\uce20(Precision Castparts), \ucf58\uc194\ub9ac\ub370\uc774\ud2f0\ub4dc \ud504\ub9ac\uc2dc\uc804 \ud504\ub85c\ub355\uce20(Consolidated Precision Products), \ub3c8\uce90\uc2a4\ud130\uc2a4 \uadf8\ub8f9(Doncasters Group) \ub4f1 4\uac1c \uae30\uc5c5\uc774 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc74c. \uc774 \uac00\uc6b4\ub370 \ud558\uc6b0\uba67\uacfc \ud504\ub9ac\uc2dc\uc804 \uce90\uc2a4\ud2b8\ud30c\uce20\uc758 \uc810\uc720\uc728\uc774 \uac00\uc7a5 \ub192\uc740 \uac83\uc73c\ub85c \ud3c9\uac00\ub428.<\/p>\n<p data-start=\"408\" data-end=\"586\">\ud130\ube48 \ube14\ub808\uc774\ub4dc\uc640 \ubca0\uc778\uc740 \uc0b0\uc5c5\uacc4\uc5d0\uc11c \uac00\uc7a5 \ub9cc\ub4e4\uae30 \uc5b4\ub824\uc6b4 \ubd80\ud488 \uac00\uc6b4\ub370 \ud558\ub098\ub85c \uaf3d\ud798. \uc12d\uc528 1600\ub3c4 \uc548\ud30e\uc5d0 \ub2ec\ud558\ub294 \ucd08\uace0\uc628\uacfc \uac15\ud55c \uc555\ub825, \ucd08\uace0\uc18d \ud68c\uc804\uc744 \uacac\ub38c\uc57c \ud558\uace0, \uc81c\uc791 \uacfc\uc815\uc5d0\uc11c\ub3c4 \ub9e4\ubc88 \uc0c8\ub85c\uc6b4 \uc641\uc2a4 \uc8fc\ud615\uc744 \ub9cc\ub4e4\uc5b4 \uc815\ubc00\ud558\uac8c \uc8fc\uc870\ud574\uc57c \ud568. \uc774\ub7ec\ud55c \ub192\uc740 \uae30\uc220 \uc7a5\ubcbd \ub54c\ubb38\uc5d0 \uc0c8\ub85c\uc6b4 \uacbd\uc7c1\uc5c5\uccb4\uac00 \uc27d\uac8c \uc2dc\uc7a5\uc5d0 \uc9c4\uc785\ud558\uae30 \uc5b4\ub824\uc6b4 \uad6c\uc870\uc784.<\/p>\n<p data-start=\"588\" data-end=\"773\">\uc774\ub4e4 \uc5c5\uccb4\ub294 \ubcf4\uc789\uacfc \uc5d0\uc5b4\ubc84\uc2a4 \uac19\uc740 \ud56d\uacf5\uae30 \uc81c\uc870\uc0ac \ubfd0\ub9cc \uc544\ub2c8\ub77c GE \uc5d0\uc5b4\ub85c\uc2a4\ud398\uc774\uc2a4, \ub864\uc2a4\ub85c\uc774\uc2a4, \ud504\ub7ab\uc564\ub4dc\ud718\ud2b8\ub2c8, GE \ubc84\ub178\ubc14, \uc9c0\uba58\uc2a4 \uc5d0\ub108\uc9c0, \ubbf8\uc4f0\ube44\uc2dc\uc911\uacf5\uc5c5, \uce90\ud130\ud544\ub7ec \ub4f1\uc5d0 \ubd80\ud488\uc744 \uacf5\uae09\ud558\uace0 \uc788\uc74c. \ub610\ud55c F-35 \uc804\ud22c\uae30 \ub4f1 \uad70\uc6a9 \ud56d\uacf5\uae30\uc5d0\ub3c4 \ud575\uc2ec \ubd80\ud488\uc744 \ub0a9\ud488\ud558\uace0 \uc788\uc5b4 \ubbfc\uac04 \ud56d\uacf5 \ubfd0\ub9cc \uc544\ub2c8\ub77c \ubc29\uc704\uc0b0\uc5c5\uacfc \ubc1c\uc804\uc124\ube44 \uc2dc\uc7a5\uae4c\uc9c0 \uace0\uac1d\uce35\uc774 \ub113\uc5b4\uc9c0\uace0 \uc788\uc74c.<\/p>\n<p data-start=\"775\" data-end=\"1043\">\ucd5c\uadfc\uc5d0\ub294 \ud56d\uacf5\uc5c5\uacc4\uc640 \ubc1c\uc804\uc5c5\uacc4 \ubaa8\ub450 \uacf5\uae09 \ubd80\uc871\uc774 \uc2ec\ud654\ub418\uace0 \uc788\uc74c. \uc0c1\uc5c5\uc6a9 \ud56d\uacf5\uae30 \uc778\ub3c4 \ub300\uae30 \uae30\uac04\uc740 10\ub144 \uc774\uc0c1\uc73c\ub85c \uae38\uc5b4\uc84c\uace0, \ub300\ud615 \ubc1c\uc804\uc6a9 \uac00\uc2a4\ud130\ube48\ub3c4 \ucd5c\ub300 8\ub144\uc744 \uae30\ub2e4\ub824\uc57c \ud558\ub294 \uc0c1\ud669\uc784.<\/p>\n<p data-start=\"775\" data-end=\"1043\">\uc774\uc5d0 \ub530\ub77c \uae30\uc874 \ud56d\uacf5\uae30\uc640 \ubc1c\uc804\uc124\ube44\ub97c \ub354 \uc624\ub798 \uc0ac\uc6a9\ud574\uc57c \ud558\ub294 \uae30\uc5c5\ub4e4\uc774 \ub298\uba74\uc11c \uad50\uccb4\uc6a9 \ubd80\ud488(\uc560\ud504\ud130\ub9c8\ucf13) \uc218\uc694\ub3c4 \ud06c\uac8c \uc99d\uac00\ud558\uace0 \uc788\uc74c. \ud558\uc6b0\uba67\uc740 \ud130\ube48 \ube14\ub808\uc774\ub4dc\ub97c \uc790\ub3d9\ucc28\uc758 \ube0c\ub808\uc774\ud06c \ud328\ub4dc\ucc98\ub7fc \uac00\uc7a5 \ube68\ub9ac \ub9c8\ubaa8\ub418\ub294 \ubd80\ud488\uc774\ub77c\uace0 \uc124\uba85\ud588\ub294\ub370, \uc2e4\uc81c\ub85c \uad50\uccb4\uc6a9 \ubd80\ud488 \ub9e4\ucd9c \ube44\uc911\uc740 2019\ub144 11%\uc5d0\uc11c \ud604\uc7ac \uc57d 23%\uae4c\uc9c0 \ud655\ub300\ub410\uc74c.<\/p>\n<p data-start=\"1045\" data-end=\"1226\">\uc2e4\uc801\ub3c4 \ube60\ub974\uac8c \uac1c\uc120\ub418\uace0 \uc788\uc74c. \ud558\uc6b0\uba67\uc740 \uc62c\ud574 1\ubd84\uae30 \uc0c1\uc5c5\uc6a9 \ud56d\uacf5 \ubd80\ubb38 \ub9e4\ucd9c\uc774 \uc804\ub144 \ub300\ube44 20%, \ub370\uc774\ud130\uc13c\ud130 \ub4f1\uc5d0 \uc0ac\uc6a9\ub418\ub294 \uac00\uc2a4\ud130\ube48 \ubd80\ubb38\uc740 39% \uc99d\uac00\ud588\uc73c\uba70, \ud5a5\ud6c4 3~5\ub144 \uc548\uc5d0 \uac00\uc2a4\ud130\ube48 \uad00\ub828 \ub9e4\ucd9c\uc774 \ub450 \ubc30\ub85c \ub298\uc5b4\ub0a0 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\uc74c. \ud504\ub9ac\uc2dc\uc804 \uce90\uc2a4\ud2b8\ud30c\uce20\uc640 \ub3c8\uce90\uc2a4\ud130\uc2a4 \uc5ed\uc2dc \ud56d\uacf5\uacfc \uac00\uc2a4\ud130\ube48 \ubd80\ubb38\uc5d0\uc11c \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\uc138\ub97c \uae30\ub85d\ud588\uc74c.<\/p>\n<p data-start=\"1228\" data-end=\"1444\">\uc77c\uac01\uc5d0\uc11c\ub294 AI \ud22c\uc790 \uc5f4\ud48d\uc73c\ub85c \uacfc\uc789\ud22c\uc790\uac00 \ubc1c\uc0dd\ud560 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\ub3c4 \uc81c\uae30\ub428. \uadf8\ub7ec\ub098 \uc5c5\uacc4\ub294 \ub300\uaddc\ubaa8 \uc99d\uc124\uc5d0 \uc2e0\uc911\ud55c \ud0dc\ub3c4\ub97c \ubcf4\uc774\uace0 \uc788\uc74c. \ud130\ube48 \ubd80\ud488 \uc0dd\uc0b0\uc5d0\ub294 \ub9c9\ub300\ud55c \uc790\ubcf8\uc774 \ud544\uc694\ud558\uace0, \ud2b9\uc218 \uc6a9\uad11\ub85c \uc124\uce58\uc640 \uc219\ub828 \uc778\ub825 \uc591\uc131\uc5d0 \uc218\ub144\uc774 \uac78\ub9ac\uba70, \ub2c8\ucf08\u00b7\ud2f0\ud0c0\ub284\u00b7\ucf54\ubc1c\ud2b8\u00b7\ubc14\ub098\ub4d0 \ub4f1 \ud76c\uc18c \uae08\uc18d \uacf5\uae09\ub3c4 \uc81c\ud55c\uc801\uc774\uae30 \ub54c\ubb38\uc784. \ub610\ud55c \uc0c8 \uc0dd\uc0b0\ub77c\uc778\uc740 \uc0c1\ub2f9 \uae30\uac04 \ubd88\ub7c9\ub960\uc774 50%\ub97c \ub118\uc744 \uc218\ub3c4 \uc788\uc5b4 \ubb34\ub9ac\ud55c \uc99d\uc124 \ubd80\ub2f4\uc774 \ub9e4\uc6b0 \ud07c.<\/p>\n<p data-start=\"1446\" data-end=\"1709\" data-is-last-node=\"\" data-is-only-node=\"\">\ud604\uc7ac \uc804\ubb38\uac00\ub4e4\uc740 \ucd5c\uc18c 2030\ub144 \uc804\uae4c\uc9c0\ub294 \uacf5\uae09 \uacfc\uc789 \uac00\ub2a5\uc131\uc774 \ud06c\uc9c0 \uc54a\uc744 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\uc74c. \ud56d\uacf5\uae30\uc640 \ubc1c\uc804\uc124\ube44 \ubaa8\ub450 \uae34 \ub300\uae30 \ubb3c\ub7c9\uc774 \uc313\uc5ec \uc788\uace0, \uace0\uac1d\ub4e4\ub3c4 \uc8fc\ubb38\uc744 \ucde8\uc18c\ud558\uae30\ubcf4\ub2e4 \uae30\ub2e4\ub9ac\ub294 \ud3b8\uc744 \uc120\ud0dd\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc784.<\/p>\n<p data-start=\"1446\" data-end=\"1709\" data-is-last-node=\"\" data-is-only-node=\"\">\uacf5\uae09\uc774 \ubd80\uc871\ud55c \uc0c1\ud669\uc774 \uc774\uc5b4\uc9c0\uba74\uc11c \uc81c\uc870\uc0ac\ub4e4\uc740 \uac00\uaca9 \uc778\uc0c1\ub3c4 \uac00\ub2a5\ud574\uc84c\uace0, \uc2e4\uc81c \ud558\uc6b0\uba67\uc758 \uc601\uc5c5\uc774\uc775\ub960\uc740 2019\ub144 16.6%\uc5d0\uc11c \uc9c0\ub09c\ud574 25.5%\uae4c\uc9c0 \uc0c1\uc2b9\ud588\uc74c. \ub192\uc740 \uc9c4\uc785\uc7a5\ubcbd\uacfc \uc81c\ud55c\uc801\uc778 \uacbd\uc7c1 \uad6c\uc870\uac00 \ub2f9\ubd84\uac04 \uc774\ub4e4 \uae30\uc5c5\uc758 \uc218\uc775\uc131\uacfc \uae30\uc5c5 \uac00\uce58\ub97c \ub4b7\ubc1b\uce68\ud560 \uac83\uc774\ub77c\ub294 \ubd84\uc11d\uc774 \ub098\uc624\uace0 \uc788\uc74c.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>| \ud56d\uacf5\uae30\u00b7AI \ub370\uc774\ud130\uc13c\ud130 \uc99d\uac00\ub85c \ud130\ube48 \ud575\uc2ec \ubd80\ud488 \uc218\uc694 \uae09\uc99d | \uacf5\uae09\ub09c\uc5d0 \ubd80\ud488 \uad50\uccb4 \uc2dc\uc7a5\ub3c4 \uc131\uc7a5 | \ub192\uc740 \uae30\uc220 \uc7a5\ubcbd\uc5d0 \uacf5\uae09\uc740 \uc81c\ud55c\u2026 \uc2dc\uc7a5 \uc8fc\ub3c4\ud558\ub294 \uc18c\uc218 \uae30\uc5c5\uc740 \ub9e4\ucd9c\uc774 \uae09\uc99d \ud56d\uacf5\uae30\uc640 \uc778\uacf5\uc9c0\ub2a5(AI) \ub370\uc774\ud130\uc13c\ud130 \uc0b0\uc5c5\uc774 \ub3d9\uc2dc\uc5d0 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