\uc6d4\uc2a4\ud2b8\ub9ac\ud2b8\uc800\ub110\uc774 \ubcf4\ub3c4<\/a>\ud588\uc74c. \ud2b9\ud788 \ucd5c\uadfc\uc5d0\ub294 \ud5a5\ud6c4 \uc2a4\ud398\uc774\uc2a4X(SpaceX)\uc640 \ud14c\uc2ac\ub77c\uc758 \ud569\ubcd1 \uac00\ub2a5\uc131\uae4c\uc9c0 \uc5fc\ub450\uc5d0 \ub450\uace0 \uc911\uad6d \uc0ac\uc5c5\uc744 \ubd84\ub9ac\ud558\ub294 \ubc29\uc548\ub3c4 \uac80\ud1a0 \uc911\uc778 \uac83\uc73c\ub85c \uc804\ud574\uc84c\uc74c.<\/p>\n\ubcf5\uc218\uc758 \uad00\uacc4\uc790\uc5d0 \ub530\ub974\uba74 \uba38\uc2a4\ud06c\ub294 \ucd5c\uadfc \uba87 \ub144 \ub3d9\uc548 \uacbd\uc601\uc9c4\uc5d0\uac8c \ubbf8\uad6d\uacfc \uc911\uad6d \uc0ac\uc5c5 \uc0ac\uc774\uc5d0 ‘\ub808\uc774\uc800 \uac19\uc740 \ubd84\ub9ac\uc120’\uc744 \ub450\ub77c\ub294 \uc9c0\uc2dc\ub97c \ub0b4\ub838\uc74c. \uc774\ub294 \uc911\uad6d\uacfc \ubbf8\uad6d \uc0ac\uc774\uc5d0\uc11c \uad70\uc0ac\uc801 \ucda9\ub3cc\uc774\ub098 \uc2ec\uac01\ud55c \uc9c0\uc815\ud559\uc801 \uc704\uae30\uac00 \ubc1c\uc0dd\ud558\ub354\ub77c\ub3c4 \ucd5c\uc18c\ud55c \ubbf8\uad6d \uc0ac\uc5c5\uc740 \uc815\uc0c1\uc801\uc73c\ub85c \uc720\uc9c0\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uae30 \uc704\ud55c \ubaa9\uc801\uc774\uc5c8\uc74c. \ud2b9\ud788 \uc911\uad6d\uc758 \ub300\ub9cc \uce68\uacf5 \uac00\ub2a5\uc131\uc744 \uac00\uc7a5 \ud070 \uc704\ud5d8 \uc694\uc778\uc73c\ub85c \ud310\ub2e8\ud588\ub294\ub370, 2026~2027\ub144\uc744 \ub300\ube44 \uc2dc\uc810\uc73c\ub85c \uc0bc\uc544 \uc900\ube44\ub97c \uc9c4\ud589\ud55c \uac83\uc73c\ub85c \uc54c\ub824\uc84c\uc74c.<\/p>\n
\ucd5c\uadfc\uc5d0\ub294 \uc77c\ubd80 \ud14c\uc2ac\ub77c \uc784\uc6d0\ub4e4\uc774 \uc2a4\ud398\uc774\uc2a4X\uc640\uc758 \ud569\ubcd1 \uac00\ub2a5\uc131\uc5d0 \uc55e\uc11c \uc911\uad6d \uc0ac\uc5c5\uc744 \ubd84\ub9ac\ud558\ub294 \ubc29\uc548\uc744 \uac80\ud1a0\ud558\ub77c\ub294 \uc9c0\uc2dc\ub97c \ubc1b\uc740 \uac83\uc73c\ub85c \uc804\ud574\uc84c\uc74c. \ub0b4\ubd80\uc5d0\uc11c\ub294 \uc911\uad6d \uc0ac\uc5c5\uc744 \ubcc4\ub3c4 \ud68c\uc0ac\ub85c \ubd84\uc0ac\ud558\uac70\ub098 \ub9e4\uac01\ud558\ub294 \ubc29\uc548, \uc2ec\uc9c0\uc5b4 \uc0ac\uc5c5\uc744 \uc885\ub8cc\ud558\ub294 \ubc29\uc548\uae4c\uc9c0 \ub2e4\uc591\ud55c \uc2dc\ub098\ub9ac\uc624\uac00 \ub17c\uc758\ub418\uace0 \uc788\ub294 \uac83\uc73c\ub85c \uc804\ud574\uc84c\uc74c. \ub2e4\ub9cc \uc2e4\uc81c \uc2e4\ud589 \uc2dc\uae30\ub098 \ucd5c\uc885 \uacb0\uc815\uc740 \uc544\uc9c1 \ud655\uc815\ub418\uc9c0 \uc54a\uc558\uc74c.<\/p>\n
\uc774 \uac19\uc740 \uc6c0\uc9c1\uc784\uc740 \uc2a4\ud398\uc774\uc2a4X\uc758 \ud2b9\uc218\ud55c \uc0ac\uc5c5 \uad6c\uc870\uc640\ub3c4 \uad00\ub828\uc774 \uc788\uc74c. \uc2a4\ud398\uc774\uc2a4X\ub294 \ubbf8\uad6d \uc815\ubd80\uc640 \uad6d\ubc29\ubd80\uc758 \uc8fc\uc694 \ubc29\uc0b0 \uacc4\uc57d\uc5c5\uccb4\ub85c, \uad70\uc0ac\uc704\uc131 \ubc1c\uc0ac\uc640 \uc804\uc7c1 \uc9c0\uc5ed \uc704\uc131\uc778\ud130\ub137 \uc11c\ube44\uc2a4 \ub4f1 \uad6d\uac00\uc548\ubcf4\uc640 \uc9c1\uacb0\ub41c \uc0ac\uc5c5\uc744 \uc218\ud589\ud558\uace0 \uc788\uc74c. \uc9c0\ub09c\ud574 \uae30\uc900 \uc804\uccb4 \ub9e4\ucd9c\uc758 \uc57d 20.9%\uac00 \ubbf8\uad6d \uc815\ubd80\uc5d0\uc11c \ubc1c\uc0dd\ud588\uace0, \ud604\uc7ac \uc218\ucd9c\ud1b5\uc81c\uc640 \uae30\ubc00 \uc720\uc9c0 \ub4f1 \ub2f9\uad6d\uc758 \uc5c4\uaca9\ud55c \uaddc\uc81c\ub97c \ubc1b\uace0 \uc788\uc74c.<\/p>\n
\ub9cc\uc57d \uc2a4\ud398\uc774\uc2a4X\uc640 \ud14c\uc2ac\ub77c\uac00 \ud569\ubcd1\ud560 \uacbd\uc6b0 \uc911\uad6d \uc815\ubd80\ub294 \ubbf8\uad6d\uc758 \ud575\uc2ec \ubc29\uc0b0\uae30\uc5c5\uc774 \uc911\uad6d \ub0b4 \ud14c\uc2ac\ub77c \uacf5\uc7a5\uacfc \uc0dd\uc0b0\uae30\uc220, \uacf5\uae09\ub9dd\uc744 \uc0ac\uc2e4\uc0c1 \ud1b5\uc81c\ud558\uac8c \ub41c\ub2e4\ub294 \uc810\uc744 \ubbfc\uac10\ud558\uac8c \ubc1b\uc544\ub4e4\uc77c \uac00\ub2a5\uc131\uc774 \ud07c. \ub610\ud55c \uc911\uad6d \ub0b4 \uc57d 200\ub9cc\uba85\uc758 \ud14c\uc2ac\ub77c \ucc28\ub7c9 \uc774\uc6a9\uc790 \ub370\uc774\ud130\uac00 \ubbf8\uad6d \ubc29\uc0b0\uae30\uc5c5\uc758 \uad00\ub9ac \ubc94\uc704\uc5d0 \ub4e4\uc5b4\uac08 \uc218 \uc788\ub2e4\ub294 \uc810\ub3c4 \uc911\uad6d \uc815\ubd80\uc758 \uc6b0\ub824 \uc694\uc778\uc73c\ub85c \uac70\ub860\ub418\uace0 \uc788\uc74c.<\/p>\n
\uc774\uc5d0 \ub530\ub77c \ud14c\uc2ac\ub77c\ub294 \uc911\uad6d \uc0ac\uc5c5\uacfc \ubbf8\uad6d \ubcf8\uc0ac\ub97c \ub354\uc6b1 \ucca0\uc800\ud788 \ubd84\ub9ac\ud558\ub294 \ubc29\uc548\ub3c4 \uac80\ud1a0 \uc911\uc778 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\uc74c. \uc0c1\ud558\uc774 \uacf5\uc7a5\uc5d0\uc11c \uc0dd\uc0b0\ud55c \ucc28\ub7c9 \uc218\ucd9c\uc744 \uc804\ub2f4\ud558\ub294 \ubcc4\ub3c4 \ud310\ub9e4\ubc95\uc778\uc744 \ub9cc\ub4e4\uace0, \uc911\uad6d \uc9c1\uc6d0\ub4e4\uc758 \ub2e4\ub978 \uad6d\uac00 \uc0ac\uc5c5\ubd80 \uc811\uadfc\uc744 \uc81c\ud55c\ud558\uac70\ub098 \ub3c5\ub9bd\ub41c \uc804\uc0b0 \uc2dc\uc2a4\ud15c\uc744 \uad6c\ucd95\ud558\ub294 \ubc29\uc548 \ub4f1\uc774 \ub17c\uc758\ub418\uace0 \uc788\uc74c. \ud604\uc7ac\ub3c4 \ud14c\uc2ac\ub77c \uc911\uad6d\ubc95\uc778\uc740 \uc0c1\ub2f9\ud55c \uc790\uc728\uc131\uc744 \uac16\uace0 \uc788\uc9c0\ub9cc, \uc911\uad6d \uc0ac\uc5c5\uc744 \ucd1d\uad04\ud558\ub294 \ud1b0 \uc8fc(Tom Zhu)\ub294 \ub3d9\uc2dc\uc5d0 \ud14c\uc2ac\ub77c\uc758 \uae00\ub85c\ubc8c \uc790\ub3d9\ucc28 \uc0ac\uc5c5\ub3c4 \ucd1d\uad04\ud558\uace0 \uc788\uc5b4 \uc870\uc9c1 \uac04 \uc5f0\uacb0\uc774 \uc720\uc9c0\ub418\uace0 \uc788\uc74c.<\/p>\n
\ud14c\uc2ac\ub77c\uc758 \uc911\uad6d \uc0ac\uc5c5\uc740 \ud68c\uc0ac \uc131\uc7a5\uc758 \ud575\uc2ec \ucd95\uc784. \uc0c1\ud558\uc774\uc5d0\ub294 \uc804\uae30\ucc28 \uacf5\uc7a5\uacfc \ubc30\ud130\ub9ac \uacf5\uc7a5\uc774 \uc6b4\uc601\ub418\uace0 \uc788\uace0, \uc911\uad6d\uc740 \ubbf8\uad6d\uc5d0 \uc774\uc5b4 \ub450 \ubc88\uc9f8\ub85c \ud070 \uc2dc\uc7a5\uc73c\ub85c \uc62c\ud574 \uc0c1\ubc18\uae30 \uc804\uccb4 \ub9e4\ucd9c\uc758 \uc57d 18%\ub97c \ucc28\uc9c0\ud588\uc74c. \uc0c1\ud558\uc774 \uacf5\uc7a5\uc5d0\uc11c \uc0dd\uc0b0\ub41c \ucc28\ub7c9\uacfc \ubc30\ud130\ub9ac\ub294 \uc911\uad6d \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc138\uacc4 \uc5ec\ub7ec \ub098\ub77c\ub85c \uc218\ucd9c\ub418\uc9c0\ub9cc \ubbf8\uad6d\uc73c\ub85c\ub294 \uc218\ucd9c\ub418\uc9c0 \uc54a\uace0 \uc788\uc74c. \ub610\ud55c \ub2e4\ub978 \uae00\ub85c\ubc8c \uc790\ub3d9\ucc28 \uc5c5\uccb4\ub4e4\uacfc \ub2ec\ub9ac \ud14c\uc2ac\ub77c\ub294 \uc911\uad6d\uc5d0\uc11c \ud569\uc791\ubc95\uc778\uc774 \uc544\ub2cc \ub3c5\uc790 \ubc95\uc778 \ud615\ud0dc\ub85c \uc0ac\uc5c5\uc744 \uc6b4\uc601\ud558\uace0 \uc788\uc74c.<\/p>\n
\uba38\uc2a4\ud06c\ub294 \uc624\ub798\uc804\ubd80\ud130 \uc911\uad6d \uacf5\uae09\ub9dd \uc758\uc874\ub3c4\ub97c \uc904\uc774\ub294 \uc791\uc5c5\ub3c4 \ucd94\uc9c4\ud574\uc654\uc74c. \ud2b8\ub7fc\ud504 1\uae30 \ud589\uc815\ubd80 \uc2dc\uc808\uc5d0\ub294 \uc911\uad6d \ud611\ub825\uc5c5\uccb4\ub4e4\uc744 \uba55\uc2dc\ucf54\ub85c \uc774\uc804\ud558\ub294 ‘\ud504\ub85c\uc81d\ud2b8 \uce74\ubcf8(Project Carbon)’\uc744 \ucd94\uc9c4\ud588\ub294\ub370, \uc774\ub294 \ub2e8\uc21c\ud788 \ubbf8\uad6d\uc758 \uad00\uc138\ub97c \ud53c\ud558\uae30 \uc704\ud55c \ubaa9\uc801\ub9cc\uc740 \uc544\ub2c8\uc5c8\ub358 \uac83\uc73c\ub85c \uc804\ud574\uc84c\uc74c. \uadf8\ub294 \ud2b9\ud788 \uc911\uad6d\uc0b0 \ub9ac\ud2ac\uc778\uc0b0\ucca0(LFP) \ubc30\ud130\ub9ac\uc640 \ub300\ub9cc TSMC \ubc18\ub3c4\uccb4 \uc758\uc874\ub3c4\ub97c \ud070 \uc704\ud5d8 \uc694\uc18c\ub85c \ud310\ub2e8\ud588\uace0, 2025\ub144\uc5d0\ub294 \ubbf8\uad6d \uacf5\uc7a5\uc5d0\uc11c \uc0ac\uc6a9\ud558\ub294 \uc911\uad6d \uacf5\uae09\ub9dd\uc744 2027\ub144\uae4c\uc9c0 \ub2e8\uacc4\uc801\uc73c\ub85c \uc5c6\uc560\uae30\ub85c \uacb0\uc815\ud55c \ubc14 \uc788\uc74c.<\/p>\n
\ub2e4\ub9cc \uc2a4\ud398\uc774\uc2a4X\uc640 \ud14c\uc2ac\ub77c\uc758 \ud569\ubcd1\uc774 \uc2e4\uc81c \ucd94\uc9c4\ub418\ub354\ub77c\ub3c4 \ubbf8\uad6d\ubfd0 \uc544\ub2c8\ub77c \uc911\uad6d \ub4f1 \uc5ec\ub7ec \uad6d\uac00\uc758 \uaddc\uc81c \uc2ec\uc0ac\ub97c \uac70\uccd0\uc57c \ud568. \uae00\ub85c\ubc8c \uae30\uc5c5 \uac04 \ub300\ud615 \uc778\uc218\u00b7\ud569\ubcd1\uc740 \uacbd\uc7c1\ubc95 \uc2ec\uc0ac \uc678\uc5d0\ub3c4 \uac01\uad6d \uc815\ubd80\uc758 \uc2b9\uc778\uc774 \ud544\uc694\ud55c \uacbd\uc6b0\uac00 \ub9ce\uc740\ub370, \uacfc\uac70 \ud004\ucef4\uc758 NXP\ubc18\ub3c4\uccb4 \uc778\uc218\ub3c4 \uc911\uad6d \uc2b9\uc778\uc744 \ubc1b\uc9c0 \ubabb\ud574 \ubb34\uc0b0\ub41c \uc0ac\ub840\uac00 \uc788\uc74c. \uc774\uc640 \uad00\ub828\ud574 \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8\uc800\ub110\uc740 \ubbf8\u00b7\uc911 \uac08\ub4f1\uc774 \uc7a5\uae30\ud654\ub418\ub294 \uc0c1\ud669\uc5d0\uc11c \ub2e4\uc218\uc758 \ubbf8\uad6d \uae30\uc5c5\ub4e4\uc774 \uc774\ubbf8 \uc911\uad6d \uc0ac\uc5c5\uc744 \ubd84\ub9ac\ud558\uac70\ub098 \ub3c5\ub9bd \ubc95\uc778\uc73c\ub85c \uc6b4\uc601\ud558\ub294 \uc804\ub7b5\uc744 \ucc44\ud0dd\ud558\uace0 \uc788\uace0, \uc2a4\ud0c0\ubc85\uc2a4\uc640 \uc58c\ube0c\ub79c\uc988(Yum Brands)\ub3c4 \uc911\uad6d \uc0ac\uc5c5\uc744 \ubd84\ub9ac\ud558\uac70\ub098 \uc9c0\ubd84\uc744 \ud604\uc9c0 \ud22c\uc790\uc790\uc5d0\uac8c \ub9e4\uac01\ud55c \uc0ac\ub840\uac00 \uc788\ub2e4\uace0 \uc804\ud588\uc74c.<\/p>\n","protected":false},"excerpt":{"rendered":"
| \ud14c\uc2ac\ub77c, \ubbf8\u00b7\uc911 \ucda9\ub3cc \uac00\ub2a5\uc131 \ub300\ube44\ud574 ‘\ud575\uc2ec \uc2dc\uc7a5’ \u4e2d \uc0ac\uc5c5\ubd80 \ubd84\ub9ac \uc900\ube44 | \ubd84\uc0ac\u00b7\ub9e4\uac01\u00b7\ud3d0\uc1c4 \ub4f1 \ub2e4\uc591\ud55c \uc2dc\ub098\ub9ac\uc624 \uac80\ud1a0… \uacf5\uae09\ub9dd \ub9ac\uc2a4\ud06c \ucd95\uc18c \ucd94\uc9c4 \uc911 \uc77c\ub860 \uba38\uc2a4\ud06c \ud14c\uc2ac\ub77c \ucd5c\uace0\uacbd\uc601\uc790(CEO)\uac00 \ubbf8\u00b7\uc911 \uac08\ub4f1\uc774 \uc2ec\ud654\ub420 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574 \uc624\ub798\uc804\ubd80\ud130 \ud14c\uc2ac\ub77c\uc758 \ubbf8\uad6d \uc0ac\uc5c5\uacfc \uc911\uad6d \uc0ac\uc5c5\uc744 \uc0ac\uc2e4\uc0c1 \ub3c5\ub9bd\uc801\uc73c\ub85c \uc6b4\uc601\ud560 \uc218 \uc788\ub294 \uad6c\uc870\ub97c \uc900\ube44\ud574 \uc654\ub2e4\uace0 30\uc77c(\ud604\uc9c0\uc2dc\uac01) \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8\uc800\ub110\uc774 \ubcf4\ub3c4\ud588\uc74c. \ud2b9\ud788 \ucd5c\uadfc\uc5d0\ub294 \ud5a5\ud6c4 \uc2a4\ud398\uc774\uc2a4X(SpaceX)\uc640 \ud14c\uc2ac\ub77c\uc758 \ud569\ubcd1 […]<\/p>\n","protected":false},"author":98,"featured_media":18307,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,612,614],"tags":[1217,917,1126,58,2106,38,419,1576],"class_list":{"0":"post-67970","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-sanction","8":"category-usa","9":"category-china","10":"tag-1217","11":"tag-917","12":"tag-1126","13":"tag-58","14":"tag-2106","15":"tag-38","16":"tag-419","17":"tag-1576"},"yoast_head":"\n
\uba38\uc2a4\ud06c, \ud14c\uc2ac\ub77c \u4e2d \uc0ac\uc5c5 \ubd84\ub9ac \uac80\ud1a0\u2026 \uc2a4\ud398\uc774\uc2a4X \ud569\ubcd1 \ub300\ube44\ud558\ub098 SanctionLab<\/title>\n<meta name=\"description\" content=\"\uc77c\ub860 \uba38\uc2a4\ud06c \ud14c\uc2ac\ub77c \ucd5c\uace0\uacbd\uc601\uc790(CEO)\uac00 \ubbf8\u00b7\uc911 \uac08\ub4f1\uc774 \uc2ec\ud654\ub420 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574 \uc624\ub798\uc804\ubd80\ud130 \ud14c\uc2ac\ub77c\uc758 \ubbf8\uad6d \uc0ac\uc5c5\uacfc \uc911\uad6d \uc0ac\uc5c5\uc744 \uc0ac\uc2e4\uc0c1 \ub3c5\ub9bd\uc801\uc73c\ub85c \uc6b4\uc601\ud560 \uc218 \uc788\ub294 \uad6c\uc870\ub97c \uc900\ube44\ud574 \uc654\ub2e4\uace0 30\uc77c(\ud604\uc9c0\uc2dc\uac01) \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8\uc800\ub110\uc774 \ubcf4\ub3c4\ud588\uc74c.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sanctionlab.com\/?p=67970\" \/>\n<meta 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