{"id":67007,"date":"2026-07-22T03:30:41","date_gmt":"2026-07-21T18:30:41","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=67007"},"modified":"2026-07-21T20:02:17","modified_gmt":"2026-07-21T11:02:17","slug":"ai-%ec%97%b4%ed%92%8d-%eb%96%a0%eb%b0%9b%ec%b9%98%eb%8a%94-%ec%9e%a5%ea%b8%b0-%ea%b3%84%ec%95%bd-%ec%88%98%ec%9a%94-%ea%ba%be%ec%9d%b4%eb%a9%b4-%ec%98%a4%ed%9e%88%eb%a0%a4-%eb%8f%85","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=67007","title":{"rendered":"AI \uc5f4\ud48d \ub5a0\ubc1b\uce58\ub294 &#8216;\uc7a5\uae30 \uacc4\uc57d&#8217;\u2026 \uc218\uc694 \uaebe\uc774\uba74 \uc624\ud788\ub824 \ub3c5 \ub420 \uc218\ub3c4"},"content":{"rendered":"<h3 data-start=\"0\" data-end=\"187\">| &#8216;\ubbf8\ub798 \ub9e4\ucd9c&#8217; \ud655\ubcf4 \uc704\ud55c IT \uc5c5\uacc4 \uacbd\uc7c1\uc5d0 BIS &#8220;\uacfc\uc789\ud22c\uc790 \uc704\ud5d8&#8221; \uacbd\uace0<br \/>\n| \uc7a5\uae30 \uacc4\uc57d \ub9fa\ub294 \ubc18\ub3c4\uccb4\u00b7\ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5, \uc2dc\uc7a5 \uce68\uccb4 \ub550 \ubd88\ud655\uc2e4\uc131 \ud655\ub300<\/h3>\n<p data-start=\"0\" data-end=\"187\">\uc778\uacf5\uc9c0\ub2a5(AI) \uc2dc\uc7a5\uc774 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uba74\uc11c AI \uac1c\ubc1c\uc5d0 \ud544\uc694\ud55c \ucef4\ud4e8\ud305 \uc790\uc6d0\uacfc \ubc18\ub3c4\uccb4\ub97c \uacf5\uae09\ud558\ub294 \uae30\uc5c5\ub4e4\uc774 \uc218\ub144\uc9dc\ub9ac \uc7a5\uae30 \uacc4\uc57d\uc744 \uc787\ub2ec\uc544 \uccb4\uacb0\ud558\uace0 \uc788\uc74c. \uc774\ub4e4 \uacc4\uc57d\uc740 \uc55e\uc73c\ub85c \uc548\uc815\uc801\uc778 \ub9e4\ucd9c\uc744 \ubcf4\uc7a5\ud558\ub294 \uadfc\uac70\ub85c \ud65c\uc6a9\ub418\uba74\uc11c \ud22c\uc790\uc790\ub4e4\uc758 \uae30\ub300\ub97c \ud0a4\uc6b0\uace0 \uc788\uc9c0\ub9cc, AI \uc5f4\ud48d\uc774 \uaebe\uc77c \uacbd\uc6b0 \uc5b8\uc81c\ub4e0 \uacc4\uc57d \ub0b4\uc6a9\uc774 \ubcc0\uacbd\ub418\uac70\ub098 \ubb34\ub825\ud654\ub420 \uc218 \uc788\ub2e4\ub294 \uacbd\uace0\ub3c4 \ub098\uc624\uace0 \uc788\uc74c.<\/p>\n<p data-start=\"189\" data-end=\"530\">\ub300\ud45c\uc801\uc778 \uc0ac\ub840\uac00 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc784. AI \ubaa8\ub378\uacfc \uc790\uc728\ud615 AI \uc5d0\uc774\uc804\ud2b8\ub294 \ub300\uc6a9\ub7c9 \ub370\uc774\ud130\ub97c \ube60\ub974\uac8c \ucc98\ub9ac\ud574\uc57c \ud558\uae30 \ub54c\ubb38\uc5d0 \uace0\uc131\ub2a5 \uba54\ubaa8\ub9ac \uc218\uc694\uac00 \uae09\uc99d\ud558\uace0 \uc788\uc74c.<\/p>\n<p data-start=\"189\" data-end=\"530\">\uc774\uc5d0 \ub530\ub77c \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860(Micron) \ub4f1 \uc8fc\uc694 \uba54\ubaa8\ub9ac \uc5c5\uccb4\ub4e4\uc740 \uacfc\uac70\ubcf4\ub2e4 \ud6e8\uc52c \uae34 \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uace0 \uc788\uace0, \uc774\ub4e4 \uae30\uc5c5\uc740 \uba54\ubaa8\ub9ac \ubd80\uc871 \ud604\uc0c1\uc774 2028\ub144\uae4c\uc9c0 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uace0 \uc788\uc74c. \ud2b9\ud788 \ub9c8\uc774\ud06c\ub860\uc740 \uace0\uac1d\uc774 \uc2e4\uc81c \uc81c\ud488\uc744 \ubc1b\uc9c0 \uc54a\ub354\ub77c\ub3c4 \uacc4\uc57d\ud55c \ubb3c\ub7c9\uc740 \ubc18\ub4dc\uc2dc \uad6c\ub9e4\ud574\uc57c \ud558\ub294 &#8216;\ud14c\uc774\ud06c \uc624\uc5b4 \ud398\uc774(Take or Pay)&#8217; \uacc4\uc57d\uc744 \ud655\ub300\ud558\uace0 \uc788\uc73c\uba70, \uc55e\uc73c\ub85c \ud68c\uc0ac \ub9e4\ucd9c\uc758 \uc808\ubc18 \uc774\uc0c1\uc774 \uc774\ub7ec\ud55c \uc7a5\uae30 \uacc4\uc57d\uc5d0\uc11c \ubc1c\uc0dd\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uace0 \uc788\uc74c.<\/p>\n<p data-start=\"532\" data-end=\"633\">\uc774 \uac19\uc740 \uacc4\uc57d\uc740 \ud22c\uc790\uc790\ub4e4\uc5d0\uac8c\ub294 \uc548\uc815\uc801\uc778 \ubbf8\ub798 \ub9e4\ucd9c\uc744 \ubcf4\uc7a5\ud558\ub294 \uac83\ucc98\ub7fc \ubcf4\uc784. \uc2e4\uc81c\ub85c \uc62c\ud574 \ub9c8\uc774\ud06c\ub860\uacfc SK\ud558\uc774\ub2c9\uc2a4 \uc8fc\uac00\ub294 \uc57d 3\ubc30 \uac00\uae4c\uc774 \uc0c1\uc2b9\ud588\uace0, \uc0bc\uc131\uc804\uc790\ub3c4 \ud070 \ud3ed\uc758 \uc0c1\uc2b9\uc138\ub97c \ubcf4\uc600\uc74c.<\/p>\n<p data-start=\"635\" data-end=\"919\">\ud558\uc9c0\ub9cc \uc7a5\uae30 \uacc4\uc57d\uc774 \uacbd\uae30 \uce68\uccb4\uae4c\uc9c0 \ub9c9\uc544\uc8fc\ub294 \uac83\uc740 \uc544\ub2c8\ub77c\ub294 \uc9c0\uc801\ub3c4 \ub098\uc624\uace0 \uc788\ub2e4\uace0 20\uc77c(\ud604\uc9c0\uc2dc\uac01) <a href=\"https:\/\/www.wsj.com\/finance\/the-massive-supply-deals-feeding-the-ai-frenzy-are-no-sure-thing-3a89ec09?mod=Searchresults&amp;pos=1&amp;page=1\">\uc6d4\uc2a4\ud2b8\ub9ac\ud2b8\uc800\ub110\uc774 \ubcf4\ub3c4<\/a>\ud588\uc74c. \ub9cc\uc57d AI \ud22c\uc790 \uc5f4\uae30\uac00 \uc2dd\uc5b4 \uba54\ubaa8\ub9ac \uc218\uc694\uac00 \uc904\uc5b4\ub4e4\uba74 \uace0\uac1d\ub4e4\uc740 \uacc4\uc57d \ubcc0\uacbd\uc774\ub098 \ub0a9\uae30 \uc5f0\uae30\ub97c \uc694\uad6c\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\uae30 \ub54c\ubb38\uc784.<\/p>\n<p data-start=\"635\" data-end=\"919\">\ubc18\ub3c4\uccb4 \uc5c5\uccb4\ub4e4\ub3c4 \uc0ac\uc6a9\ud558\uc9c0 \uc54a\uc744 \uc81c\ud488\uc744 \uace0\uac1d\uc5d0\uac8c \uc5b5\uc9c0\ub85c \uacf5\uae09\ud558\uae30\ubcf4\ub2e4\ub294 \uacc4\uc57d\uc744 \uc7ac\uc870\uc815\ud558\ub294 \ud3b8\uc744 \uc120\ud0dd\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc74c. \ud544\uc694 \uc5c6\ub294 \uc81c\ud488\uc744 \uacf5\uae09\ud558\uba74 \uc7ac\uace0\ub9cc \uc313\uc774\uace0, \uc774\ud6c4 \uace0\uac1d\ub4e4\uc774 \uae30\uc874 \uc7ac\uace0\ub97c \uba3c\uc800 \uc18c\uc9c4\ud558\uba74\uc11c \uc2e0\uaddc \uc8fc\ubb38\ub3c4 \ub2a6\uc5b4\uc9c8 \uc218 \uc788\uae30 \ub54c\ubb38\uc784. \uc7a5\uae30 \uace0\uac1d\uacfc\uc758 \uad00\uacc4\ub97c \uc720\uc9c0\ud558\ub294 \uce21\uba74\uc5d0\uc11c\ub3c4 \uacc4\uc57d\uc744 \uc720\uc5f0\ud558\uac8c \uc6b4\uc601\ud558\ub294 \uac83\uc774 \uc720\ub9ac\ud558\ub2e4\ub294 \ud310\ub2e8\uc784.<\/p>\n<p data-start=\"921\" data-end=\"1164\">\uc2e4\uc81c\ub85c \ube44\uc2b7\ud55c \uc0ac\ub840\ub294 \ucf54\ub85c\ub09819 \ub2f9\uc2dc \ubc18\ub3c4\uccb4 \uacf5\uae09\ub09c \uc774\ud6c4\uc5d0\ub3c4 \ub098\ud0c0\ub0ac\uc74c. \ub2f9\uc2dc \ubc18\ub3c4\uccb4 \ubd80\uc871 \uc0ac\ud0dc \uc18d\uc5d0\uc11c \ub9ce\uc740 \uae30\uc5c5\ub4e4\uc774 \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc9c0\ub9cc, \uc774\ud6c4 \uacf5\uae09 \uacfc\uc789\uc73c\ub85c \uc2dc\uc7a5 \uc0c1\ud669\uc774 \ubc14\ub00c\uc790 \uacc4\uc57d\uc740 \ub300\ubd80\ubd84 \uc218\uc815\ub418\uac70\ub098 \uc5f0\uc7a5\ub410\uc74c. \uc790\ub3d9\ucc28\uc6a9 \ubc18\ub3c4\uccb4 \uc5c5\uccb4 \ub9c8\uc774\ud06c\ub85c\uce69 \ud14c\ud06c\ub180\ub85c\uc9c0(Microchip Technology)\ub3c4 \uace0\uac1d \uc6b0\uc120 \uacf5\uae09 \ud504\ub85c\uadf8\ub7a8\uc744 \uc6b4\uc601\ud588\uc9c0\ub9cc, \uacf5\uae09\ub09c\uc774 \ud574\uc18c\ub41c \ub4a4\uc5d0\ub294 \uace0\uac1d\ub4e4\uc758 \uacc4\uc57d \uc758\ubb34\ub97c \uc644\ud654\ud558\uace0 \ud544\uc694 \uc774\uc0c1\uc758 \uad6c\ub9e4\ub97c \uc694\uad6c\ud558\uc9c0 \uc54a\uc558\uc74c.<\/p>\n<p data-start=\"1166\" data-end=\"1422\">\uc774 \uac19\uc740 \uc704\ud5d8\uc740 \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc5d0\ub9cc \uad6d\ud55c\ub418\uc9c0 \uc54a\uc74c. \ud604\uc7ac AI \uc0b0\uc5c5 \uc804\ubc18\uc740 \uc7a5\uae30 \uacc4\uc57d\uc73c\ub85c \ucd18\ucd18\ud788 \uc5f0\uacb0\ub3fc \uc788\uc74c. \uc624\ud508AI(OpenAI)\ub294 \uc624\ub77c\ud074(Oracle)\uacfc \ub300\uaddc\ubaa8 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uacc4\uc57d\uc744 \ub9fa\uace0 \uc788\uace0, \uc624\ub77c\ud074\uacfc \ucf54\uc5b4\uc704\ube0c(CoreWeave)\ub294 \ub2e4\uc2dc AI \uc11c\ubc84\uc640 \ubc18\ub3c4\uccb4\ub97c \uad6c\ub9e4\ud558\ub294 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\uace0 \uc788\uc74c. \uc5d4\ube44\ub514\uc544(NVIDIA) \ub4f1 AI \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc740 \uc138\uacc4 \ucd5c\ub300 \ud30c\uc6b4\ub4dc\ub9ac\uc778 TSMC\uc5d0 \uc0dd\uc0b0\uc744 \ub9e1\uae30\uace0, TSMC\ub294 \ub2e4\uc2dc ASML \ub4f1 \uc7a5\ube44\uc5c5\uccb4\uc640 \uc7a5\uae30 \uacc4\uc57d\uc744 \ub9fa\ub294 \uad6c\uc870\uc784.<\/p>\n<p data-start=\"1424\" data-end=\"1559\">\uacc4\uc57d \uaddc\ubaa8\ub3c4 \ub9e4\uc6b0 \ucee4\uc9c0\uace0 \uc788\uc74c. \uc624\ub77c\ud074\uc740 \uc544\uc9c1 \uc774\ud589\ud558\uc9c0 \uc54a\uc740 \uacc4\uc57d \uaddc\ubaa8\uac00 \ucd5c\uadfc \uae30\uc900 6380\uc5b5\ub2ec\ub7ec(\uc57d 940\uc870\uc6d0)\uc5d0 \ub2ec\ud55c\ub2e4\uace0 \ubc1d\ud614\uace0, \uad6c\uae00\uacfc \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \uc544\ub9c8\uc874, \uc624\ub77c\ud074 \ub4f1 4\uac1c \ube45\ud14c\ud06c \uae30\uc5c5\uc758 \uc218\uc8fc \uc794\uc561\ub3c4 \uc9c0\ub09c\ud574 \uc911\ubc18 \uc774\ud6c4 1\uc870\ub2ec\ub7ec(\uc57d 1473\uc870\uc6d0) \uc774\uc0c1 \uc99d\uac00\ud588\uc74c.<\/p>\n<p data-start=\"1561\" data-end=\"1740\" data-is-last-node=\"\" data-is-only-node=\"\">\ub2e4\ub9cc \uad6d\uc81c\uacb0\uc81c\uc740\ud589(BIS)\uc740 \ucd5c\uadfc \ubcf4\uace0\uc11c\uc5d0\uc11c \uae30\uc5c5\ub4e4\uc774 \ubbf8\ub798 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uc120\uc810\ud558\uae30 \uc704\ud574 \uc7a5\uae30 \uacc4\uc57d\uc744 \uacfc\ub3c4\ud558\uac8c \ub298\ub9ac\uba74\uc11c \uc624\ud788\ub824 \uacfc\uc789\ud22c\uc790\uac00 \ud655\ub300\ub420 \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud588\uc74c. \uc774\uc5d0 \ub530\ub77c AI \uc218\uc694\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ud06c\uac8c \ub454\ud654\ub420 \uacbd\uc6b0 \uc7a5\uae30 \uacc4\uc57d\uc744 \ubbff\uace0 \ud22c\uc790\ud558\uac70\ub098 \uc790\uae08\uc744 \ube4c\ub824\uc900 \uae08\uc735\uae30\uad00\uacfc \ud22c\uc790\uc790\ub4e4\uc774 \uc608\uc0c1\ubcf4\ub2e4 \ud070 \uc190\uc2e4\uc744 \uc785\uc744 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774 \ub098\uc624\uace0 \uc788\uc74c.<\/p>\n<p data-start=\"1561\" data-end=\"1740\" data-is-last-node=\"\" data-is-only-node=\"\">(1\ubbf8\uad6d\ub2ec\ub7ec=1473\uc6d0)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>| &#8216;\ubbf8\ub798 \ub9e4\ucd9c&#8217; \ud655\ubcf4 \uc704\ud55c IT \uc5c5\uacc4 \uacbd\uc7c1\uc5d0 BIS &#8220;\uacfc\uc789\ud22c\uc790 \uc704\ud5d8&#8221; \uacbd\uace0 | \uc7a5\uae30 \uacc4\uc57d \ub9fa\ub294 \ubc18\ub3c4\uccb4\u00b7\ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5, \uc2dc\uc7a5 \uce68\uccb4 \ub550 \ubd88\ud655\uc2e4\uc131 \ud655\ub300 \uc778\uacf5\uc9c0\ub2a5(AI) \uc2dc\uc7a5\uc774 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uba74\uc11c AI \uac1c\ubc1c\uc5d0 \ud544\uc694\ud55c \ucef4\ud4e8\ud305 \uc790\uc6d0\uacfc \ubc18\ub3c4\uccb4\ub97c \uacf5\uae09\ud558\ub294 \uae30\uc5c5\ub4e4\uc774 \uc218\ub144\uc9dc\ub9ac \uc7a5\uae30 \uacc4\uc57d\uc744 \uc787\ub2ec\uc544 \uccb4\uacb0\ud558\uace0 \uc788\uc74c. \uc774\ub4e4 \uacc4\uc57d\uc740 \uc55e\uc73c\ub85c \uc548\uc815\uc801\uc778 \ub9e4\ucd9c\uc744 \ubcf4\uc7a5\ud558\ub294 \uadfc\uac70\ub85c \ud65c\uc6a9\ub418\uba74\uc11c \ud22c\uc790\uc790\ub4e4\uc758 \uae30\ub300\ub97c \ud0a4\uc6b0\uace0 \uc788\uc9c0\ub9cc, AI \uc5f4\ud48d\uc774 [&hellip;]<\/p>\n","protected":false},"author":98,"featured_media":49732,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,612,611],"tags":[100,1375,960,1217,58,114,3819,950,881,5657,339],"class_list":{"0":"post-67007","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-sanction","8":"category-usa","9":"category-korea","10":"tag-ai","11":"tag-sk","13":"tag-1217","14":"tag-58","15":"tag-114","16":"tag-3819","17":"tag-950","18":"tag-881","19":"tag-5657","20":"tag-339"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>AI \uc5f4\ud48d \ub5a0\ubc1b\uce58\ub294 &#039;\uc7a5\uae30 \uacc4\uc57d&#039;\u2026 \uc218\uc694 \uaebe\uc774\uba74 \uc624\ud788\ub824 \ub3c5 \ub420 \uc218\ub3c4 SanctionLab<\/title>\n<meta name=\"description\" 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