{"id":70017,"date":"2026-08-28T04:12:58","date_gmt":"2026-08-27T19:12:58","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=70017"},"modified":"2026-08-28T04:12:58","modified_gmt":"2026-08-27T19:12:58","slug":"sk%ed%95%98%ec%9d%b4%eb%8b%89%ec%8a%a4-%e7%be%8e-%ec%9d%b8%eb%94%94%ec%95%a0%eb%82%98%ec%84%9c-2029%eb%85%84%eb%b6%80%ed%84%b0-%ea%b3%a0%eb%8a%a5%ec%84%b1-hbm4e-%ec%96%91%ec%82%b0","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=70017","title":{"rendered":"SK\ud558\uc774\ub2c9\uc2a4, \u7f8e \uc778\ub514\uc560\ub098\uc11c 2029\ub144\ubd80\ud130 \uace0\ub2a5\uc131 HBM4E \uc591\uc0b0\u2026\u201c\ubc18\ub3c4\uccb4 \uad00\uc138 \ub300\uc751 \uc8fc\ubaa9\u201d"},"content":{"rendered":"

|40\uc5b5 \ub2ec\ub7ec \uc774\uc0c1 \ud22c\uc790\ud574 \ucc28\uc138\ub300 HBM \ud328\ud0a4\uc9d5\u00b7AI \ubc18\ub3c4\uccb4 R&D \uac70\uc810 \uad6c\ucd95
\n|2030\ub144 \uc778\ub514\uc560\ub098 \u7f8e \ud575\uc2ec HBM \uc0dd\uc0b0\uae30\uc9c0\ub85c\u2026\uc5f0\uac04 \uc218\uc2ed\ub9cc\uc7a5 \uc6e8\uc774\ud37c \ucc98\ub9ac<\/h3>\n

 <\/p>\n

<\uac1c\uc694>
\n<\/strong>SK\ud558\uc774\ub2c9\uc2a4\uac00 \ubbf8\uad6d \uc778\ub514\uc560\ub098\uc8fc \uc6e8\uc2a4\ud2b8\ub77c\ud53c\uc5e3 \uacf5\uc7a5\uc5d0\uc11c \ucc28\uc138\ub300 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac HBM4E\ub97c 2029\ub144 3\ubd84\uae30\ubd80\ud130 \uc591\uc0b0\ud560 \uacc4\ud68d\uc774\ub77c\uace0 \ubc1d\ud798. \ud68c\uc0ac\ub294 2030\ub144 \ub9d0\uae4c\uc9c0 \uba54\ubaa8\ub9ac \uacf5\uae09 \ubd80\uc871\uc774 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uba70 \uc778\ub514\uc560\ub098\ub97c \ubbf8\uad6d \ub0b4 \ud575\uc2ec HBM \uc0dd\uc0b0\uae30\uc9c0\ub85c \uc721\uc131\ud560 \ubc29\uce68\uc784. 40\uc5b5 \ub2ec\ub7ec(\uc57d 5\uc870 5000\uc5b5\uc6d0) \uc774\uc0c1\uc774 \ud22c\uc785\ub418\ub294 \uc774\ubc88 \ud504\ub85c\uc81d\ud2b8\uc5d0\ub294 \ucca8\ub2e8 HBM \ud328\ud0a4\uc9d5 \ub77c\uc778\uacfc AI \ubc18\ub3c4\uccb4 \uc5f0\uad6c\uac1c\ubc1c \uc2dc\uc124\uc774 \ub4e4\uc5b4\uc124 \uc608\uc815\uc784.<\/p>\n

<\uad6c\uccb4\uc801 \ub0b4\uc6a9>
\n<\/strong>27\uc77c(\ud604\uc9c0\uc2dc\uac01) \ub85c\uc774\ud130<\/a>\uc5d0 \ub530\ub974\uba74 SK\ud558\uc774\ub2c9\uc2a4\ub294 \ubbf8\uad6d \uc778\ub514\uc560\ub098\uc8fc \uc6e8\uc2a4\ud2b8\ub77c\ud53c\uc5e3\uc5d0 \uac74\uc124 \uc911\uc778 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uacf5\uc7a5\uc5d0\uc11c \ucc28\uc138\ub300 AI\uc6a9 \uace0\uc131\ub2a5 \uba54\ubaa8\ub9ac\uc778 HBM4E\ub97c 2029\ub144 3\ubd84\uae30\ubd80\ud130 \ubcf8\uaca9 \uc591\uc0b0\ud560 \uacc4\ud68d\uc784. \uacfd\ub178\uc815 SK\ud558\uc774\ub2c9\uc2a4 \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub294 \uc774\ub0a0 \ucc29\uacf5 \ud589\uc0ac\uc5d0\uc11c \uc778\ub514\uc560\ub098 \uacf5\uc7a5\uc758 \uc0dd\uc0b0\ub2a5\ub825\uc744 \uc7a5\uae30\uc801\uc73c\ub85c \uc5f0\uac04 \uc218\uc2ed\ub9cc\uc7a5 \uaddc\ubaa8\uc758 \uc6e8\uc774\ud37c\ub97c \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 \uc218\uc900\uae4c\uc9c0 \ud655\ub300\ud560 \uacc4\ud68d\uc774\ub77c\uace0 \ubc1d\ud798.<\/p>\n

\uc774\ubc88 \ud504\ub85c\uc81d\ud2b8\uc5d0\ub294 40\uc5b5 \ub2ec\ub7ec(\uc57d 5\uc870 5000\uc5b5\uc6d0) \uc774\uc0c1\uc774 \ud22c\uc785\ub418\uba70 SK\ud558\uc774\ub2c9\uc2a4\uc758 \ubbf8\uad6d \uc0ac\uc5c5\uc744 \ub300\ud3ed \ud655\ub300\ud558\ub294 \uc131\uaca9\uc744 \uac00\uc9d0. AI \ud22c\uc790 \uae09\uc99d\uc73c\ub85c \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM) \uc218\uc694\uac00 \ube60\ub974\uac8c \ub298\uc5b4\ub098\ub294 \uac00\uc6b4\ub370 \uc5d4\ube44\ub514\uc544\uc640 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \uad6c\uae00 \ub4f1 \uc8fc\uc694 \uace0\uac1d\uc0ac\uc640 \uac00\uae4c\uc6b4 \ubbf8\uad6d \ub0b4 \uc0dd\uc0b0\uac70\uc810\uc744 \uad6c\ucd95\ud574 \uacf5\uae09\ub9dd \ub300\uc751\ub825\uc744 \ub192\uc774\ub824\ub294 \uc804\ub7b5\uc784. \ub3d9\uc2dc\uc5d0 \ubbf8\uad6d \uc911\uc2ec\uc73c\ub85c \uc7ac\ud3b8\ub418\ub294 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc5d0 \ub300\uc751\ud558\ub824\ub294 \uc804\ub7b5\uc73c\ub85c \ubcf4\uc784. \ubbf8\uad6d\uc774 \ud604\uc9c0 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \ud22c\uc790\uc640 \uad00\uc138 \uac10\uba74\uc744 \uc5f0\uacc4\ud558\ub294 \ubc29\uc548\uae4c\uc9c0 \uac80\ud1a0\ud558\uba74\uc11c SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc778\ub514\uc560\ub098 \ud22c\uc790\ub294 \ud5a5\ud6c4 \ub300\ubbf8 \uad00\uc138 \ubd80\ub2f4\uc744 \ub0ae\ucd94\ub294 \ub370\ub3c4 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc74c.<\/p>\n

\uc778\ub514\uc560\ub098 \uacf5\uc7a5\uc740 \ud37c\ub4c0\ub300 \uc5f0\uad6c\ub2e8\uc9c0(Purdue Research Park)\uc5d0 \ub4e4\uc5b4\uc11c\uba70 2028\ub144 \ud558\ubc18\uae30\ubd80\ud130 \ud074\ub9b0\ub8f8 \uac00\ub3d9\uc744 \uc2dc\uc791\ud560 \uc608\uc815\uc784. \ud074\ub9b0\ub8f8\uc740 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0 \uacfc\uc815\uc5d0\uc11c \uba3c\uc9c0\uc640 \ubbf8\uc138 \uc624\uc5fc\ubb3c\uc9c8\uc744 \ucc28\ub2e8\ud558\ub3c4\ub85d \uc5c4\uaca9\ud558\uac8c \uad00\ub9ac\ub418\ub294 \uc81c\uc870 \uacf5\uac04\uc784. \uacf5\uc7a5\uc5d0\ub294 \ucc28\uc138\ub300 HBM \ud328\ud0a4\uc9d5 \ub77c\uc778\uacfc AI \ubc18\ub3c4\uccb4 \uc5f0\uad6c\uac1c\ubc1c \uc2dc\uc124\uc774 \ud568\uaed8 \uad6c\ucd95\ub428.<\/p>\n

\uacfd CEO\ub294 \u201c\ubbf8\uad6d\uc5d0\uc11c \ucca8\ub2e8 \uba54\ubaa8\ub9ac \uacf5\uae09\ub9dd\uc744 \uad6c\ucd95\ud558\ub294 \uac83\uc774 \ubaa9\ud45c\u201d\ub77c\uace0 \ubc1d\ud798. \ub610 \ud604\uc7ac \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc5d0\uc11c \ub69c\ub837\ud55c \ud558\uac15 \uc2e0\ud638\ub294 \ubcf4\uc774\uc9c0 \uc54a\ub294\ub2e4\uba70, \ud5a5\ud6c4 \uc2dc\uc7a5\uc774 \ub454\ud654\ud558\ub354\ub77c\ub3c4 \uc218\uc694\uac00 \uae09\uaca9\ud788 \uac10\uc18c\ud558\uae30\ubcf4\ub2e4\ub294 \uc99d\uac00\uc138\uac00 \uc644\ub9cc\ud574\uc9c0\ub294 \ud615\ud0dc\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ud568. \ud2b9\ud788 \uba54\ubaa8\ub9ac \uacf5\uae09 \ubd80\uc871\uc774 2030\ub144 \ub9d0\uae4c\uc9c0 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba74\uc11c 2030\ub144 \uc774\ud6c4 \uc804\ub9dd\uc5d0 \ub300\ud574\uc11c\ub3c4 \ud06c\uac8c \uc6b0\ub824\ud558\uc9c0 \uc54a\ub294\ub2e4\uace0 \uc124\uba85\ud568.<\/p>\n

HBM\uc740 \uc5ec\ub7ec \uac1c\uc758 \uba54\ubaa8\ub9ac \uce69\uc744 \uc218\uc9c1\uc73c\ub85c \uc313\uc544 \ub370\uc774\ud130 \ucc98\ub9ac \uc18d\ub3c4\ub97c \ub192\uc774\uace0 \uc804\ub825 \uc18c\ube44\ub97c \uc904\uc774\ub294 \uace0\uc131\ub2a5 \uba54\ubaa8\ub9ac\uc784. AI \ubaa8\ub378 \ud559\uc2b5\uacfc \ucd94\ub860\uc5d0 \ud544\uc694\ud55c \ub300\uaddc\ubaa8 \uc5f0\uc0b0\uc744 \ud6a8\uc728\uc801\uc73c\ub85c \ucc98\ub9ac\ud560 \uc218 \uc788\uc5b4 \uc5d4\ube44\ub514\uc544 \ub4f1 AI \uac00\uc18d\uae30 \uc5c5\uccb4\uc758 \ud575\uc2ec \ubd80\ud488\uc73c\ub85c \uc0ac\uc6a9\ub428. \uc77c\ubc18 \uba54\ubaa8\ub9ac\ubcf4\ub2e4 AI \ud504\ub85c\uc138\uc11c\uc640\uc758 \uacb0\ud569 \ub09c\ub3c4\uac00 \ub192\uc544 \uae30\uc220 \uc9c4\uc785\uc7a5\ubcbd\uc774 \ud06c\uace0 \uacf5\uae09\uc5c5\uccb4\uc758 \uac00\uaca9 \uacb0\uc815\ub825\ub3c4 \uc0c1\ub300\uc801\uc73c\ub85c \ub192\uc740 \uac83\uc73c\ub85c \ud3c9\uac00\ub428.<\/p>\n

\uce74\uc6b4\ud130\ud3ec\uc778\ud2b8\ub9ac\uc11c\uce58\uc5d0 \ub530\ub974\uba74 SK\ud558\uc774\ub2c9\uc2a4\ub294 2026\ub144 1\ubd84\uae30 \ub9e4\ucd9c \uae30\uc900 \uae00\ub85c\ubc8c HBM \uc2dc\uc7a5\uc5d0\uc11c 58%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud568. \uc0bc\uc131\uc804\uc790\uc640 \ub9c8\uc774\ud06c\ub860\uc740 \uac01\uac01 21%\ub97c \uae30\ub85d\ud568. \uc8fc\uc694 \uace0\uac1d\uc778 \uc5d4\ube44\ub514\uc544\ub3c4 \uc804\ub0a0 \ub2e4\uc74c \ud68c\uacc4\uc5f0\ub3c4 \ub9e4\ucd9c\uc774 70% \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uba74\uc11c AI \ucef4\ud4e8\ud305 \uc218\uc694\uac00 \ub2f9\ubd84\uac04 \uac15\ud558\uac8c \uc720\uc9c0\ub420 \uac00\ub2a5\uc131\uc744 \uc2dc\uc0ac\ud568.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc774\ubc88 \uc778\ub514\uc560\ub098 \uacf5\uc7a5\uacfc \uad00\ub828 \uacf5\uae09\ub9dd \ud22c\uc790\ub97c \ud1b5\ud574 \ud604\uc9c0\uc5d0\uc11c \uc9c1\u00b7\uac04\uc811\uc801\uc73c\ub85c \uc57d 7000\uac1c\uc758 \uc77c\uc790\ub9ac\uac00 \ucc3d\ucd9c\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ud568. \ubbf8\uad6d \uc815\ubd80\ub294 2024\ub144 12\uc6d4 \ubc18\ub3c4\uccb4\uc9c0\uc6d0\ubc95(CHIPS Act)\uc5d0 \ub530\ub77c SK\ud558\uc774\ub2c9\uc2a4\uc5d0 4\uc5b55800\ub9cc \ub2ec\ub7ec(\uc57d 6331\uc5b5\uc6d0)\uc758 \ubcf4\uc870\uae08\uacfc \ucd5c\ub300 5\uc5b5 \ub2ec\ub7ec(\uc57d 7000\uc5b5\uc6d0)\uc758 \ub300\ucd9c \uc9c0\uc6d0\uc744 \ud655\uc815\ud55c \ubc14 \uc788\uc74c.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 \ubbf8\uad6d \ud22c\uc790\uc640 \ub3d9\uc2dc\uc5d0 \ud55c\uad6d \ub0b4 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub3c4 \ubcd1\ud589\ud558\uace0 \uc788\uc74c. \ud68c\uc0ac \uc774\uc0ac\ud68c\ub294 \uc774\ub2ec \ucd08 2031\ub144\uae4c\uc9c0 \uc57d 54\uc870 3000\uc5b5\uc6d0\uc744 \ud22c\uc790\ud558\ub294 \uacc4\ud68d\uc744 \uc2b9\uc778\ud588\uc73c\uba70, \uc774 \uac00\uc6b4\ub370 35\uc870 2000\uc5b5\uc6d0\uc740 \uc6a9\uc778\u00b7\uccad\uc8fc \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc2dc\uc124 \uad6c\ucd95\uc5d0 \ud22c\uc785\ub420 \uc608\uc815\uc784.<\/p>\n

<\uc2dc\uc0ac\uc810>
\n<\/strong>SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc778\ub514\uc560\ub098 HBM4E \uc591\uc0b0 \uacc4\ud68d\uc740 AI \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc774 \ud55c\uad6d \uc911\uc2ec \uc0dd\uc0b0\uc5d0\uc11c \ubbf8\uad6d \ud604\uc9c0 \uc0dd\uc0b0\uae4c\uc9c0 \ud655\ub300\ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90c. \ubbf8\uad6d\uc758 CHIPS Act \uc9c0\uc6d0\uacfc \uc5d4\ube44\ub514\uc544 \ub4f1 \ud604\uc9c0 \uace0\uac1d\uc0ac \uc218\uc694\uac00 \uacb0\ud569\ub418\uba74\uc11c \ubbf8\uad6d \ub0b4 \ucca8\ub2e8 \uba54\ubaa8\ub9ac \uacf5\uae09\ub9dd \uad6c\ucd95\uc774 \ubcf8\uaca9\ud654\ub418\ub294 \ubaa8\uc2b5\uc784. \ub3d9\uc2dc\uc5d0 SK\ud558\uc774\ub2c9\uc2a4\uac00 \ud55c\uad6d \ub0b4 \ub300\uaddc\ubaa8 \ud22c\uc790\ub3c4 \ubcd1\ud589\ud558\ub294 \ub9cc\ud07c \ud5a5\ud6c4 \ud55c\ubbf8 \uc591\uad6d\uc774 AI \uba54\ubaa8\ub9ac \uc0dd\uc0b0\uc758 \ud575\uc2ec \uac70\uc810\uc73c\ub85c \ub3d9\uc2dc\uc5d0 \uac15\ud654\ub420 \uac00\ub2a5\uc131\uc774 \uc788\uc74c.<\/p>\n","protected":false},"excerpt":{"rendered":"

|40\uc5b5 \ub2ec\ub7ec \uc774\uc0c1 \ud22c\uc790\ud574 \ucc28\uc138\ub300 HBM \ud328\ud0a4\uc9d5\u00b7AI \ubc18\ub3c4\uccb4 R&D \uac70\uc810 \uad6c\ucd95 |2030\ub144 \uc778\ub514\uc560\ub098 \u7f8e \ud575\uc2ec HBM \uc0dd\uc0b0\uae30\uc9c0\ub85c\u2026\uc5f0\uac04 \uc218\uc2ed\ub9cc\uc7a5 \uc6e8\uc774\ud37c \ucc98\ub9ac   <\uac1c\uc694> SK\ud558\uc774\ub2c9\uc2a4\uac00 \ubbf8\uad6d \uc778\ub514\uc560\ub098\uc8fc \uc6e8\uc2a4\ud2b8\ub77c\ud53c\uc5e3 \uacf5\uc7a5\uc5d0\uc11c \ucc28\uc138\ub300 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac HBM4E\ub97c 2029\ub144 3\ubd84\uae30\ubd80\ud130 \uc591\uc0b0\ud560 \uacc4\ud68d\uc774\ub77c\uace0 \ubc1d\ud798. \ud68c\uc0ac\ub294 2030\ub144 \ub9d0\uae4c\uc9c0 \uba54\ubaa8\ub9ac \uacf5\uae09 \ubd80\uc871\uc774 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uba70 \uc778\ub514\uc560\ub098\ub97c \ubbf8\uad6d \ub0b4 \ud575\uc2ec HBM \uc0dd\uc0b0\uae30\uc9c0\ub85c \uc721\uc131\ud560 \ubc29\uce68\uc784. 40\uc5b5 \ub2ec\ub7ec(\uc57d 5\uc870 […]<\/p>\n","protected":false},"author":817,"featured_media":32719,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,612],"tags":[2328,12971,880,12970,960,810,12162,8053],"class_list":{"0":"post-70017","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-sanction","8":"category-usa","9":"tag-ai-","10":"tag-chips-act","11":"tag-hbm","12":"tag-hbm4e","13":"tag-sk","14":"tag-810","15":"tag-12162","16":"tag-8053"},"yoast_head":"\nSK\ud558\uc774\ub2c9\uc2a4, \u7f8e \uc778\ub514\uc560\ub098\uc11c 2029\ub144\ubd80\ud130 \uace0\ub2a5\uc131 HBM4E \uc591\uc0b0\u2026\u201c\ubc18\ub3c4\uccb4 \uad00\uc138 \ub300\uc751 \uc8fc\ubaa9\u201d SanctionLab<\/title>\n<meta name=\"description\" content=\"SK\ud558\uc774\ub2c9\uc2a4\uac00 \ubbf8\uad6d \uc778\ub514\uc560\ub098\uc5d0\uc11c 2029\ub144 3\ubd84\uae30\ubd80\ud130 \ucc28\uc138\ub300 HBM4E \uc591\uc0b0\uc744 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