\ub85c\uc774\ud130 \ud1b5\uc2e0\uc774 \ubcf4\ub3c4<\/a>\ud588\uc74c. \uad00\ub828 \uc0ac\uc815\uc5d0 \ubc1d\uc740 \ubcf5\uc218\uc758 \uc18c\uc2dd\ud1b5\uc744 \uc778\uc6a9\ud574, \ub85c\uc774\ud130\ub294 \ub450 \ud68c\uc0ac\uac00 \ubbf8\uad6d\uc758 \ub300\uc911(\u5c0d\u4e2d) \ubc18\ub3c4\uccb4 \uc218\ucd9c\ud1b5\uc81c\uac00 \uc55e\uc73c\ub85c \ub354 \uac15\ud654\ub420 \uac00\ub2a5\uc131\uc5d0 \ub300\ube44\ud574 \uc911\uad6d\uc0b0 \uc7a5\ube44\ub97c \ub300\uc548\uc73c\ub85c \uac80\ud1a0\ud558\uace0 \uc788\ub2e4\uace0 \uc804\ud588\uc74c.<\/p>\n\uc18c\uc2dd\ud1b5\uc5d0 \ub530\ub974\uba74 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc57d 2\ub144 \uc804\ubd80\ud130 AMEC\uc758 \uc2dd\uac01 \uc7a5\ube44\ub97c \uc2dc\ud5d8 \ud3c9\uac00\ud558\uae30 \uc2dc\uc791\ud588\uc74c. \ub2f9\uc2dc\uc5d0\ub294 \ubbf8\uad6d \uc815\ubd80\uac00 \uc55e\uc73c\ub85c\ub3c4 \uc911\uad6d \ub0b4 \uacf5\uc7a5\uc5d0 \ubbf8\uad6d\uc0b0 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc7a5\ube44 \ubc18\uc785\uc744 \uacc4\uc18d \ud5c8\uc6a9\ud560\uc9c0 \ubd88\ud655\uc2e4\uc131\uc774 \ucee4\uc9c0\ub358 \uc2dc\uae30\uc600\uc74c. \uc544\uc9c1 \uc2dc\ud5d8 \ud3c9\uac00\uac00 \uc2e4\uc81c \uc7a5\ube44 \ub3c4\uc785\uc73c\ub85c \uc774\uc5b4\uc9c4 \uac83\uc740 \uc544\ub2c8\uc9c0\ub9cc, \uc138\uacc4 \ucd5c\uace0 \uc218\uc900\uc758 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uae30\uc5c5\ub4e4\uc774 \uc911\uad6d \uc5c5\uccb4 \uc7a5\ube44\ub97c \uac80\uc99d\ud558\uace0 \uc788\ub2e4\ub294 \uc810 \uc790\uccb4\uac00 AMEC\uc5d0\ub294 \uc758\ubbf8 \uc788\ub294 \uc131\uacfc\ub85c \ud3c9\uac00\ub418\uace0 \uc788\uc74c.<\/p>\n
\uc774\ubc88 \uc6c0\uc9c1\uc784\uc740 \ubbf8\uad6d\uc758 \ub300\uc911 \uae30\uc220 \uaddc\uc81c\uac00 \uc608\uc0c1\uacfc \ub2e4\ub978 \uacb0\uacfc\ub97c \ub0b3\uace0 \uc788\ub2e4\ub294 \uc810\ub3c4 \ubcf4\uc5ec\uc8fc\uace0 \uc788\uc74c. \uc911\uad6d\uc758 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \uc131\uc7a5\uc744 \uc5b5\uc81c\ud558\uae30 \uc704\ud574 \ub9c8\ub828\ub41c \uc218\ucd9c\ud1b5\uc81c\uac00 \uc624\ud788\ub824 \uc911\uad6d \uc7a5\ube44\uc5c5\uccb4\ub4e4\uc774 \uc678\uad6d \uae30\uc5c5\uc774 \uc6b4\uc601\ud558\ub294 \uc790\uad6d \ub0b4 \ubc18\ub3c4\uccb4 \uacf5\uc7a5\uc5d0 \uc9c4\ucd9c\ud560 \uae30\ud68c\ub97c \ub113\ud600\uc8fc\ub294 \uacb0\uacfc\ub97c \ub9cc\ub4e4\uace0 \uc788\ub2e4\ub294 \ubd84\uc11d\uc784.<\/p>\n
\ub2e4\ub9cc \uc0bc\uc131\uc804\uc790\ub294 \ub85c\uc774\ud130 \ud1b5\uc2e0\uc5d0 “\uc911\uad6d \uacf5\uc7a5\uc5d0\uc11c \uc0ac\uc6a9\ud560 \ubaa9\uc801\uc73c\ub85c AMEC \uc7a5\ube44\ub97c \uc2dc\ud5d8\ud55c \uc801\ub3c4 \uc5c6\uace0, \uc774\ub97c \uac80\ud1a0\ud55c \uc0ac\uc2e4\ub3c4 \uc5c6\ub2e4”\ub294 \uacf5\uc2dd \uc785\uc7a5\uc744 \ubc1d\ud614\uc74c. \ubc18\uba74 SK\ud558\uc774\ub2c9\uc2a4\ub294 \uad00\ub828 \uc9c8\ubb38\uc5d0 \ub2f5\ubcc0\ud558\uc9c0 \uc54a\uc558\uace0, AMEC\uc640 \ubbf8\uad6d \uc0c1\ubb34\ubd80 \uc0b0\uc5c5\uc548\ubcf4\uad6d(BIS)\ub3c4 \ubcc4\ub3c4\uc758 \uc785\uc7a5\uc744 \ub0b4\ub193\uc9c0 \uc54a\uc558\uc74c.<\/p>\n
\uc55e\uc11c \ubbf8\uad6d\uc740 2023\ub144 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc911\uad6d \uacf5\uc7a5\uc744 ‘\uac80\uc99d\ub41c \ucd5c\uc885\uc0ac\uc6a9\uc790(VEU\u00b7Validated End User)’\ub85c \uc9c0\uc815\ud574 \uc77c\ubd80 \ud1b5\uc81c \ub300\uc0c1 \uc7a5\ube44\ub97c \uac1c\ubcc4 \ud5c8\uac00 \uc5c6\uc774 \ubc18\uc785\ud560 \uc218 \uc788\ub3c4\ub85d \ud5c8\uc6a9\ud588\uc74c. \uadf8\ub7ec\ub098 \uc9c0\ub09c\ud574(2025\ub144) \uc774 \uc9c0\uc704\ub97c \ucca0\ud68c\ud588\uace0, \uc774\ud6c4 \uc62c \ud55c \ud574 \ub3d9\uc548 \uc0ac\uc6a9\ud560 \uc218 \uc788\ub294 \uc5f0\uac04 \ud5c8\uac00 \ubc29\uc2dd\uc73c\ub85c \ubcc0\uacbd\ud588\uc74c. \uc774\uc5d0 \ub530\ub77c \ub450 \ud68c\uc0ac\ub294 \ud604\uc7ac\ub3c4 \uc911\uad6d \uacf5\uc7a5\uc5d0 \ud544\uc694\ud55c \uc7a5\ube44\ub97c \ubc18\uc785\ud560 \uc218\ub294 \uc788\uc9c0\ub9cc, \ud5c8\uac00 \uc81c\ub3c4\uac00 \uc5b8\uc81c\ub4e0 \ub2e4\uc2dc \ubcc0\uacbd\ub420 \uc218 \uc788\ub2e4\ub294 \ubd88\ud655\uc2e4\uc131\uc744 \uc548\uace0 \uc788\uc74c.<\/p>\n
\ud2b9\ud788 \ub450 \ud68c\uc0ac\uac00 \uc6b0\ub824\ud558\ub294 \ubd80\ubd84\uc740 \uc55e\uc73c\ub85c \ubbf8\uad6d \uaddc\uc81c\uac00 \uc2e0\uaddc \uc7a5\ube44 \uc218\ucd9c\uc744 \ub118\uc5b4 \uc774\ubbf8 \uc124\uce58\ub41c \ubbf8\uad6d\u00b7\uc720\ub7fd\uc0b0 \uc7a5\ube44\uc758 \uc720\uc9c0\ubcf4\uc218, \ubd80\ud488 \uad50\uccb4, \uc218\ub9ac\uae4c\uc9c0 \uc81c\ud55c\ud558\ub294 \ubc29\ud5a5\uc73c\ub85c \ud655\ub300\ub420 \uac00\ub2a5\uc131\uc784. \ub9cc\uc57d \uc774\ub7f0 \uaddc\uc81c\uac00 \ud604\uc2e4\ud654\ub420 \uacbd\uc6b0 \uc911\uad6d \uacf5\uc7a5\uc758 \uc0dd\uc0b0 \uc548\uc815\uc131\uc774 \uc601\ud5a5\uc744 \ubc1b\uc744 \uc218 \uc788\uae30 \ub54c\ubb38\uc784.<\/p>\n
\uc774\uc5d0 \ub530\ub77c \ub450 \uc5c5\uccb4\ub294 \uc911\uad6d \uc7a5\ube44\uc5c5\uccb4\ub97c \uc608\ube44 \uacf5\uae09\ub9dd\uc73c\ub85c \ud655\ubcf4\ud574 \uae30\uc874 \uc0dd\uc0b0\ub77c\uc778\uc744 \uc720\uc9c0\ud558\ub294 \ubc29\uc548\uc744 \uac80\ud1a0\ud558\ub294 \uac83\uc73c\ub85c \uc804\ud574\uc84c\uc74c. \uc774\ub294 \uc911\uad6d \ub0b4 \uc0dd\uc0b0\ub2a5\ub825\uc744 \ud655\ub300\ud558\uae30 \uc704\ud55c \ubaa9\uc801\uc774\ub77c\uae30\ubcf4\ub2e4 \ud604\uc7ac \uc6b4\uc601 \uc911\uc778 \uacf5\uc7a5\uc744 \uc548\uc815\uc801\uc73c\ub85c \uc720\uc9c0\ud558\uae30 \uc704\ud55c \ub300\uc751\ucc45\uc774\ub77c\ub294 \uc124\uba85\uc784.<\/p>\n
\ud604\uc7ac \uc0bc\uc131\uc804\uc790\ub294 \uc911\uad6d \uc2dc\uc548\uc5d0\uc11c \ub0b8\ub4dc\ud50c\ub798\uc2dc \uacf5\uc7a5\uc744 \uc6b4\uc601\ud558\uace0 \uc788\uc73c\uba70, SK\ud558\uc774\ub2c9\uc2a4\ub294 \ub2e4\ub844\uc758 \ub0b8\ub4dc \uacf5\uc7a5\uacfc \uc6b0\uc2dc\uc758 D\ub7a8 \uacf5\uc7a5\uc744 \uac00\ub3d9\ud558\uace0 \uc788\uc74c. \uc774\ub4e4 \uacf5\uc7a5\uc740 \uadf8\ub3d9\uc548 \ubbf8\uad6d\uc758 \uc5b4\ud50c\ub77c\uc774\ub4dc \uba38\ud2f0\uc5b4\ub9ac\uc5bc\uc988(Applied Materials)\uc640 \ub7a8\ub9ac\uc11c\uce58(Lam Research) \ub4f1\uc774 \uacf5\uae09\ud55c \uc2dd\uac01 \uc7a5\ube44\uc5d0 \ud06c\uac8c \uc758\uc874\ud574 \uc654\uc74c.<\/p>\n
AMEC\ub97c \ube44\ub86f\ud55c \uc911\uad6d \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc5c5\uccb4\ub4e4\uc5d0\ub294 \uc774\ubc88 \ud3c9\uac00\uac00 \uc911\uc694\ud55c \uc758\ubbf8\ub97c \uac00\uc9d0. \uc0bc\uc131\uc804\uc790\ub098 SK\ud558\uc774\ub2c9\uc2a4\ub85c\ubd80\ud130 \uae30\uc220\ub825\uc744 \uc778\uc815\ubc1b\uc744 \uacbd\uc6b0 \uc138\uacc4 \uc2dc\uc7a5\uc5d0\uc11c \uc2e0\ub8b0\ub3c4\ub97c \ud06c\uac8c \ub192\uc77c \uc218 \uc788\uae30 \ub54c\ubb38\uc784. \uc911\uad6d \uc5c5\uccb4\ub4e4\uc740 \ucca8\ub2e8 \ub178\uad11\uc7a5\ube44\ub098 \uc77c\ubd80 \uac80\uc0ac\uc7a5\ube44 \ubd84\uc57c\uc5d0\uc11c\ub294 \uc5ec\uc804\ud788 \ud574\uc678 \uc120\ub450\uc5c5\uccb4\uc640 \uaca9\ucc28\uac00 \uc788\uc9c0\ub9cc, \uc2dd\uac01\uacfc \uc99d\ucc29, \uc138\uc815, \ud3c9\ud0c4\ud654 \ub4f1 \uc5ec\ub7ec \uacf5\uc815\uc5d0\uc11c\ub294 \uae30\uc220 \uc218\uc900\uc744 \ube60\ub974\uac8c \ub04c\uc5b4\uc62c\ub838\ub2e4\ub294 \ud3c9\uac00\ub97c \ubc1b\uace0 \uc788\uc74c.<\/p>\n
\uac00\uaca9 \uacbd\uc7c1\ub825\ub3c4 \uac15\uc810\uc73c\ub85c \uaf3d\ud798. \uc2dc\uc7a5\uc870\uc0ac\uc5c5\uccb4 \ud14c\ud06c\uc778\uc0ac\uc774\uce20(TechInsights)\uc758 \ub304 \ud5c8\uce58\uc2a8(Dan Hutcheson) \ubd80\ud68c\uc7a5\uc5d0 \ub530\ub974\uba74 \uc911\uad6d\uc0b0 \uc7a5\ube44\ub294 \ud574\uc678 \uc8fc\uc694 \uc5c5\uccb4 \uc81c\ud488\ubcf4\ub2e4 \uc57d 20~30% \uc800\ub834\ud55c \uacbd\uc6b0\uac00 \ub9ce\uc74c. \ub610\ud55c AMEC \uc7a5\ube44\ub294 \uc774\ubbf8 \uc911\uad6d \ucd5c\ub300 \ub0b8\ub4dc\ud50c\ub798\uc2dc \uae30\uc5c5\uc778 \uc591\ucbd4\uba54\ubaa8\ub9ac\ud14c\ud06c\ub180\ub85c\uc9c0(YMTC)\uc5d0\uc11c\ub3c4 \uc0ac\uc6a9\ub418\uace0 \uc788\uc5b4 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub3c4 \uc77c\uc815 \uc218\uc900\uc758 \uae30\uc220 \uc131\uc219\ub3c4\ub97c \ud655\uc778\ud55c \ub4a4 \uc2dc\ud5d8 \ud3c9\uac00\ub97c \uc9c4\ud589\ud55c \uac83\uc73c\ub85c \uc54c\ub824\uc84c\uc74c.<\/p>\n
\uc911\uad6d \uc7a5\ube44\uc5c5\uccb4\uc758 \uc131\uc7a5\uc740 \uc7a5\uae30\uc801\uc73c\ub85c \uae00\ub85c\ubc8c \uc7a5\ube44 \uc2dc\uc7a5\uc5d0\ub3c4 \uc601\ud5a5\uc744 \uc904 \uac00\ub2a5\uc131\uc774 \uc788\uc74c. \uc5b4\ud50c\ub77c\uc774\ub4dc \uba38\ud2f0\uc5b4\ub9ac\uc5bc\uc988\uc640 \ub7a8\ub9ac\uc11c\uce58, KLA\ub97c \ube44\ub86f\ud574 \uc77c\ubcf8\uacfc \uc720\ub7fd\uc758 \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc5c5\uccb4\ub4e4\uc740 \uc624\ub7ab\ub3d9\uc548 \uc6e8\uc774\ud37c \uc81c\uc870\uc7a5\ube44 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud574 \uc654\uc9c0\ub9cc, \uc911\uad6d \uc5c5\uccb4\ub4e4\uc774 \uc77c\ubd80 \ubd84\uc57c\uc5d0\uc11c \ube60\ub974\uac8c \uc810\uc720\uc728\uc744 \ub192\uc77c \uac00\ub2a5\uc131\uc774 \uc81c\uae30\ub418\uace0 \uc788\uc74c. \uc2e4\uc81c\ub85c \uc911\uad6d\uc740 \uc774\ub4e4 \uae00\ub85c\ubc8c \uc7a5\ube44\uc5c5\uccb4\uc758 \ud575\uc2ec \uc2dc\uc7a5 \uac00\uc6b4\ub370 \ud558\ub098\ub85c, \uc5b4\ud50c\ub77c\uc774\ub4dc \uba38\ud2f0\uc5b4\ub9ac\uc5bc\uc988\ub294 2025\ud68c\uacc4\uc5f0\ub3c4 \uc911\uad6d \ub9e4\ucd9c\uc774 85\uc5b53000\ub9cc\ub2ec\ub7ec(\uc57d 12\uc870\uc6d0)\ub85c \uc804\uccb4 \ub9e4\ucd9c\uc758 \uc57d 30%\ub97c \ucc28\uc9c0\ud588\ub2e4\uace0 \ubc1d\ud78c \ubc14 \uc788\uc74c.<\/p>\n
\ub2e4\ub9cc \uc911\uad6d \uc7a5\ube44\uac00 \ubcf8\uaca9\uc801\uc73c\ub85c \ucc44\ud0dd\ub418\uae30\uae4c\uc9c0\ub294 \ub118\uc5b4\uc57c \ud560 \uacfc\uc81c\ub3c4 \uc801\uc9c0 \uc54a\uc74c. \ubc18\ub3c4\uccb4 \uc7a5\ube44\ub294 \uc131\ub2a5 \uac80\uc99d\uc5d0 \uc624\ub79c \uc2dc\uac04\uc774 \uac78\ub9ac\uace0, \uc0ac\ud6c4 \uc11c\ube44\uc2a4\ub9dd\ub3c4 \uc544\uc9c1 \uae00\ub85c\ubc8c \uc5c5\uccb4\ubcf4\ub2e4 \ubd80\uc871\ud55c \ud3b8\uc784. \uc9c0\uc2dd\uc7ac\uc0b0\uad8c \ubb38\uc81c\uc640 \ubbf8\uad6d \uc815\ubd80\uc758 \uc815\uce58\uc801 \uc555\ub825 \uac00\ub2a5\uc131\ub3c4 \ubcc0\uc218\ub85c \uaf3d\ud798. \ub610\ud55c \ubcf4\uc548\uacfc \uae30\uc220 \uc720\ucd9c \uc6b0\ub824 \ub54c\ubb38\uc5d0 \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uac00 \ud55c\uad6d \ub0b4 \uc0dd\uc0b0\uc2dc\uc124\uae4c\uc9c0 \uc911\uad6d \uc7a5\ube44\ub97c \ub3c4\uc785\ud560 \uac00\ub2a5\uc131\uc740 \ud604\uc7ac\ub85c\uc11c\ub294 \ubd88\ud655\uc2e4\ud558\ub2e4\ub294 \ubd84\uc11d\uc784.<\/p>\n
\uadf8\ub7fc\uc5d0\ub3c4 \ubbf8\uad6d\uc758 \uc218\ucd9c\ud1b5\uc81c\uac00 \uc911\uad6d \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc0b0\uc5c5\uc5d0\ub294 \uc131\uc7a5 \uae30\ud68c\uac00 \ub418\uace0 \uc788\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc634. \ub3c4\uc774\uccb4\ubc29\ud06c(Deutsche Bank)\ub294 \uc62c\ud574 \ub178\ub77c \ud14c\ud06c\ub180\ub85c\uc9c0(Naura Technology), AMEC, \ud30c\uc774\uc624\ud14c\ud06c(Piotech), ACM\ub9ac\uc11c\uce58(ACM Research) \ub4f1 \uc8fc\uc694 \uc911\uad6d \uc7a5\ube44\uc5c5\uccb4\ub4e4\uc774 \ubaa8\ub450 \uc5f0\ub9e4\ucd9c 10\uc5b5\ub2ec\ub7ec(\uc57d 1\uc8704200\uc5b5\uc6d0)\ub97c \ub118\uae38 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\uc74c. \ub610\ud55c \uc774\ub4e4 \uae30\uc5c5\uc740 \uc62c\ud574 \uc57d 280\uc5b5\ub2ec\ub7ec(\uc57d 40\uc870\uc6d0) \uaddc\ubaa8\ub85c \uc608\uc0c1\ub418\ub294 \uc911\uad6d \uc6e8\uc774\ud37c \uc81c\uc870\uc7a5\ube44 \uc2dc\uc7a5\uc758 25~30%\ub97c \ucc28\uc9c0\ud558\uace0, \ub178\uad11\uc7a5\ube44\uc640 \uacc4\uce21\uc7a5\ube44\ub97c \uc81c\uc678\ud55c \ubd84\uc57c\uc5d0\uc11c\ub294 \uc810\uc720\uc728\uc774 40%\uc5d0 \uc721\ubc15\ud560 \uac83\uc73c\ub85c \ub0b4\ub2e4\ubd24\uc74c.<\/p>\n
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