{"id":70730,"date":"2026-09-04T14:02:48","date_gmt":"2026-09-04T05:02:48","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=70730"},"modified":"2026-09-07T09:50:35","modified_gmt":"2026-09-07T00:50:35","slug":"sk%ed%95%98%ec%9d%b4%eb%8b%89%ec%8a%a4-%eb%af%b8%ea%b5%ad-d%eb%9e%a8-%ec%9d%bc%eb%b3%b8-%eb%82%b8%eb%93%9c-%ea%b8%b0%ec%a7%80-%ea%b5%ac%ec%b6%95-%ea%b0%80%eb%8a%a5%ec%84%b1","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=70730","title":{"rendered":"SK\ud558\uc774\ub2c9\uc2a4 &#8216;\ubbf8\uad6d D\ub7a8, \uc77c\ubcf8 \ub0b8\ub4dc&#8217; \uae30\uc9c0 \uad6c\ucd95 \uac00\ub2a5\uc131"},"content":{"rendered":"<h3>|\uc8fc\uc694\uad6d \ud68c\uc720\uc640 \uc555\ubc15 \uacf5\uc874, \ucd5c\ud0dc\uc6d0\u00b7\uacfd\ub178\uc815 &#8220;\uc870\uac74\ub9cc \ub9de\ub2e4\uba74 \uc5b4\ub514\ub4e0&#8221;<\/h3>\n<p>SK\ud558\uc774\ub2c9\uc2a4\uac00 \uae00\ub85c\ubc8c \uc81c\uc870\uac70\uc810 \uacc4\ud68d\uc744 \uc218\ub9bd \uc911\uc774\ub2e4. \uc774 \uacfc\uc815\uc5d0\uc11c \ub2e4\uc591\ud55c \uc18c\ubb38\uacfc \uc774\ud574\uad00\uacc4\uac00 \ub9de\ubb3c\ub9ac\uba74\uc11c \uc27d\uc0ac\ub9ac \uacb0\ub860\uc774 \ub098\uae30\ub294 \uc5b4\ub824\uc6b8 \uc804\ub9dd\uc774\ub2e4.<\/p>\n<p>\ud604\uc2dc\uc810\uc5d0\uc11c SK\ud558\uc774\ub2c9\uc2a4\uac00 \uae09\ud560 \uc774\uc720\ub294 \uc5c6\ub2e4. \uba54\ubaa8\ub9ac \uc218\uc694\uac00 \uc0c1\ub2f9 \uae30\uac04 \uc720\uc9c0\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba74\uc11c \uc8fc\ub3c4\uad8c\uc740 SK\ud558\uc774\ub2c9\uc2a4\uc5d0 \uc788\ub2e4. \uc774\ubbf8 \ud55c\uad6d \uc548\ud30e\uc5d0\uc11c \ub300\ud615 \ud22c\uc790\uac00 \uc774\ub904\uc9c0\ub294 \uc0c1\ud669\uc774\uae30\ub3c4 \ud558\ub2e4.<\/p>\n<p>\ub2e4\ub9cc \uad81\uadf9\uc801\uc73c\ub85c \ud574\uc678 \ucd94\uac00 \ud22c\uc790\ub294 \ubd88\uac00\ud53c\ud560 \uac83\uc73c\ub85c \uad00\uce21\ub41c\ub2e4. \ucd5c\uadfc \ubbf8\uad6d\uacfc \uc77c\ubcf8\uc774 \uc801\uadf9\uc801\uc73c\ub85c \ud22c\uc790 \uc720\uce58\uc5d0 \ub098\uc11c\uba74\uc11c SK\ud558\uc774\ub2c9\uc2a4\uc5d0 \uacb0\ub2e8\uc744 \ucd09\uad6c\ud558\ub294 \ubd84\uc704\uae30\ub2e4. \ud604\uc2e4\ud654\ud55c\ub2e4\uba74 \uc804\ub7b5\uc801 \uad00\uc810\uc5d0\uc11c \ubbf8\uad6d\uc5d0 D\ub7a8, \uc77c\ubcf8\uc5d0 \ub0b8\ub4dc\ud50c\ub798\uc2dc \uc0dd\uc0b0\ub77c\uc778\uc744 \ub9c8\ub828\ud558\ub294 \ubc29\ud5a5\uc774 \uc608\uc0c1\ub41c\ub2e4.<\/p>\n<p><strong>\u25c7\uc778\ub514\uc560\ub098\ud339 \ucc29\uacf5, TSMC \uc874\uc7ac\ub3c4 \uc601\ud5a5<\/strong><\/p>\n<p>SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc9c0\ub09c\ub2ec \ub9d0 \ubbf8\uad6d \uc778\ub514\uc560\ub098\uc8fc \uc6e8\uc2a4\ud2b8\ub77c\ud53c\uc5e3\uc5d0\uc11c AI \uba54\ubaa8\ub9ac\uc6a9 \uc5b4\ub4dc\ubc34\uc2a4\ub4dc \ud328\ud0a4\uc9d5 \uc2dc\uc124 \uae30\uacf5\uc2dd\uc744 \uc5f4\uc5c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\uc758 \ubbf8\uad6d \ub0b4 \uccab \uc0dd\uc0b0\uae30\uc9c0\ub2e4.<\/p>\n<p>\uc774\uacf3\uc5d0\uc11c\ub294 \ud328\ud0a4\uc9d5, \ud14c\uc2a4\ud2b8 \ub4f1 \ud6c4\uacf5\uc815\uc774 \uc9c4\ud589\ub41c\ub2e4. \uc6e8\uc774\ud37c \uc704\uc5d0 \ub178\uad11\u00b7\uc2dd\uac01\u00b7\uc99d\ucc29 \ub4f1 \ub2e8\uacc4\ub97c \uac70\uccd0 \ud68c\ub85c\ub97c \uc0c8\uae30\ub294 \uc804\uacf5\uc815 \ub2e4\uc74c \uc21c\uc11c\ub2e4. \ub530\ub77c\uc11c \ud55c\uad6d\uc5d0\uc11c \uc804\uacf5\uc815\uc744 \ub9c8\uce5c \uc6e8\uc774\ud37c\ub97c \ubbf8\uad6d\uc73c\ub85c \uac00\uc838\uc640 \ucd5c\uc885 \ub9c8\ubb34\ub9ac\ud558\ub294 \uad6c\uc870\ub2e4.<\/p>\n<p>\uc774\ub294 \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uac00 \ucd94\uc9c4 \uc911\uc778 &#8216;\uba54\uc774\ub4dc \uc778 USA&#8217; \uc815\ucc45\uc5d0 100% \ubd80\ud569\ud558\uc9c0\ub294 \uc54a\ub294\ub2e4. \ubbf8\uad6d \uc815\ubd80\uac00 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc9c4\ucd9c\uc744 \ubc18\uae30\uba74\uc11c\ub3c4 \ub610 \ub2e4\ub978 \ud22c\uc790\ub97c \uc6d0\ud558\ub294 \ubc30\uacbd\uc774\ub2e4.<\/p>\n<p>\uc774\ub2ec \ub4e4\uc5b4 \ud558\uc6cc\ub4dc \ub7ec\ud2b8\ub2c9 \ubbf8\uad6d \uc0c1\ubb34\uc7a5\uad00\uc740 \ubc18\ub3c4\uccb4\uc5d0 \ub300\ud574 &#8220;\ud45c\uc801\ud654\ub418\uace0 \uc2e0\uc911\ud558\uac8c \uc124\uacc4\ub41c \uad00\uc138 \uc815\ucc45\uc744 \ub3c4\uc785\ud560 \uac83&#8221;\uc774\ub77c\uace0 \ubc1d\ud78c \ubc14 \uc788\ub2e4. 2\uae30 \ucd9c\ubc94 \ucd08\ubc18 \ud655\uc0b0\ud588\ub358 \uad00\uc138 \uc6b0\ub824\uac00 \uc7ac\ubc1c\ud558\ub824\ub294 \ubaa8\uc591\uc0c8\ub2e4.<\/p>\n<p>\uc77c\ub2e8 SK\ud558\uc774\ub2c9\uc2a4\uac00 \ud574\ub2f9 \uacf5\uc0ac\uc5d0 \ucc29\uc218\ud55c \ub9cc\ud07c \ub2f9\uc7a5\uc758 \uc81c\uc7ac\ub294 \uc5c6\uaca0\uc9c0\ub9cc \ucd94\ud6c4 \uae30\uc900 \uc124\uc815\uc744 \uc5b4\ub5bb\uac8c \ud558\ub290\ub0d0\uc5d0 \ub530\ub77c \uc804\uacf5\uc815 \ud22c\uc790\uae4c\uc9c0 \uc11c\ub458\ub7ec\uc57c \ud560 \uc218 \uc788\ub2e4.<\/p>\n<p>\uc2e4\uc81c\ub85c SK\uadf8\ub8f9 \ucc28\uc6d0\uc5d0\uc11c \ubbf8\uad6d \ub0b4 \uc5ec\ub7ec \ubd80\uc9c0\ub97c \ud0d0\uc0c9 \uc911\uc778 \uac83\uc73c\ub85c \uc804\ud574\uc9c4\ub2e4. \uc778\ud154 \uc624\ud558\uc774\uc624\ud339 \uc778\uc218 \ub4f1 \ub2e4\uc591\ud55c \uc2dc\ub098\ub9ac\uc624\ub3c4 \uc81c\uae30\ub418\uace0 \uc788\ub2e4. \uc804\uacf5\uc815 \uc0dd\uc0b0\ub77c\uc778\uc744 \uc124\ub9bd\ud558\ub294 \ucabd\uc5d0 \ubb34\uac8c\uac00 \uc2e4\ub9b0\ub2e4.<\/p>\n<p>\uc77c\ub828\uc758 \uacfc\uc815\uc744 \uace0\ub824\ud558\uba74 \ubbf8\uad6d\uc5d0 D\ub7a8 \uacf5\uc7a5\uc774 \uc138\uc6cc\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. D\ub7a8\uc740 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\uc758 \uc6d0\uc7ac\ub8cc \uaca9\uc774\ub2e4. 2029\ub144 \ud558\ubc18\uae30\ubd80\ud130 7\uc138\ub300 HBM(HBM4E) \uc591\uc0b0\uc5d0 \ub3cc\uc785\ud560 \uc778\ub514\uc560\ub098\ud339\uacfc \uc5f0\ub3d9\ud560 \uc218 \uc788\uc5b4\uc11c\ub2e4.<\/p>\n<p>\ud2b9\ud788 HBM \uc218\uc694\ub294 \ube45\ud14c\ud06c\uac00 \uc990\ube44\ud55c \ubbf8\uad6d\uc5d0\uc11c \ub118\uccd0\ub09c\ub2e4. \uc5ec\ub7ec \uc0ac\uc815\uc744 \uac10\uc548\ud558\uba74 D\ub7a8 \uacf5\uc7a5\uc744 \uad6c\ucd95\ud558\ub294 \uac83\uc774 \ud569\ub9ac\uc801\uc774\ub2e4.<\/p>\n<p>SK\ud558\uc774\ub2c9\uc2a4\uc640 \ud611\ub825 \uc911\uc778 \ub300\ub9cc TSMC\ub3c4 \ubbf8\uad6d \ub0b4 \uacf5\uaca9\uc801\uc778 \ud22c\uc790\ub97c \ub2e8\ud589 \uc911\uc774\ub2e4. \uc8fc\uc694 \uace0\uac1d \ub300\ub2e4\uc218\uac00 \ubbf8\uad6d\uc5d0 \uc788\ub294 TSMC\ub294 \ud604\uc9c0 \uc0dd\uc0b0\ub77c\uc778\uc744 \ube60\ub974\uac8c \ub298\ub9ac\uba74\uc11c \ub300\uc751 \uc911\uc774\ub2e4.<\/p>\n<p>TSMC\uc758 \uacbd\uc6b0 SK\ud558\uc774\ub2c9\uc2a4 \ucc28\uc138\ub300 HBM\uc758 \ubca0\uc774\uc2a4\ub2e4\uc774\ub97c \uc591\uc0b0\ud55c\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\uae4c\uc9c0 \ubbf8\uad6d\uc5d0\uc11c \uc804\u00b7\ud6c4\uacf5\uc815\uc744 \ubaa8\ub450 \uc18c\ud654\ud55c\ub2e4\uba74 \uc9c4\uc815\ud55c &#8216;\uba54\uc774\ub4dc \uc778 USA&#8217; HBM\uc774 \ud0c4\uc0dd\ud560 \uc218 \uc788\uac8c \ub41c\ub2e4.<\/p>\n<p>\uacfd\ub178\uc815 SK\ud558\uc774\ub2c9\uc2a4 \ub300\ud45c\ub294 &#8220;(\ubbf8\uad6d \ub0b4 \ud22c\uc790\ub294) \uc6b0\ub9ac\uc758 \uac1c\ubc1c \ud14c\uc2a4\ud2b8 \ud658\uacbd\uc744 \uace0\ub824\ud560 \uc218 \uc788\ub294 \uc785\uc9c0\ub97c \uc6d0\ud558\uace0 \uc804\ub825, \uc6a9\uc218, \ubcf4\uc870\uae08 \ub4f1 \ucda9\ubd84\ud55c \uc778\ud504\ub77c \uc790\uc6d0\uc744 \uc81c\uacf5\ud558\ub294 \uc9c0\uc5ed\uc774 \uc788\ub2e4\uba74 \uc5b4\ub514\ub4e0 \uc5f4\ub824 \uc788\ub2e4&#8221;\uace0 \ubc1d\ud78c \ubc14 \uc788\ub2e4.<\/p>\n<figure id=\"attachment_70732\" aria-describedby=\"caption-attachment-70732\" style=\"width: 550px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-70732\" src=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2026\/09\/20260904133624736.jpg\" alt=\"\" width=\"550\" height=\"310\" srcset=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2026\/09\/20260904133624736.jpg 550w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2026\/09\/20260904133624736-300x169.jpg 300w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2026\/09\/20260904133624736-150x85.jpg 150w\" sizes=\"auto, (max-width: 550px) 100vw, 550px\" \/><figcaption id=\"caption-attachment-70732\" class=\"wp-caption-text\">*\ucc57GPT\ub97c \ud65c\uc6a9\ud55c \uc774\ubbf8\uc9c0<\/figcaption><\/figure>\n<p><strong>\u25c7\ud0a4\uc625\uc2dc\uc544 \ud569\uc791 \uc0dd\uc0b0 \uac70\ub860, \uc194\ub9ac\ub2e4\uc784 \uc5f0\uacc4\ub3c4 \uace0\ub824<\/strong><\/p>\n<p>\uc77c\ubcf8\ub3c4 \uae09\ubd80\uc0c1\ud558\ub294 \uc9c0\uc5ed\uc774\ub2e4. \ucd5c\ud0dc\uc6d0 SK\uadf8\ub8f9 \ud68c\uc7a5\uc774 \ud604\uc9c0 \uc5b8\ub860\uacfc\uc758 \uc18c\ud1b5\ud558\ub294 \uacfc\uc815\uc5d0\uc11c \ub098\uc628 \ubc1c\uc5b8\ub4e4\uc774 \ud37c\uc9c4 \uc601\ud5a5\uc774\ub2e4.<\/p>\n<p>\ucd5c \ud68c\uc7a5\uc740 \uc9c0\ub09c\ub2ec \ub9d0 \uc77c\ubcf8 \ud22c\uc790\uacc4\ud68d\uc5d0 \ub300\ud574 &#8220;\ud604\uc7ac \uac80\ud1a0\ud558\ub294 \ub2e8\uacc4\ub85c \ub05d\ub098\ub294 \ub300\ub85c \uc54c\ub824\ub4dc\ub9b4 \uac83&#8221;\uc774\ub77c\uace0 \ub2f5\ud588\ub2e4. \uc774\ud6c4 \ub610 \ub2e4\ub978 \uc778\ud130\ubdf0\uc5d0\uc11c\ub294 &#8220;\ud0a4\uc625\uc2dc\uc544\ub294 \ub9ce\uc740 \uac15\uc810\uc744 \uac00\uc9c4 \ud68c\uc0ac&#8221;\ub77c\uba74\uc11c &#8220;(\uacf5\ub3d9 \uc0dd\uc0b0\uc740) \ud558\ub098\uc758 \uc120\ud0dd\uc9c0&#8221;\ub77c\uace0 \uc774\uc57c\uae30\ud588\ub2e4.<\/p>\n<p>\uc885\ud569\ud558\uba74 \ucd5c \ud68c\uc7a5\uc740 \ud0a4\uc625\uc2dc\uc544\uc758 \ubbf8\ub798 \uc804\ub7b5\uc5d0 SK\ud558\uc774\ub2c9\uc2a4\uac00 \ud3ec\ud568\ub41c\ub2e4\uba74 \uc5b8\uc81c\ub4e0 \ud30c\ud2b8\ub108\uac00 \ub420 \uc218 \uc788\ub2e4\ub294 \ucde8\uc9c0\ub85c \uc5b8\uae09\ud588\ub2e4\ub294 \ud6c4\ubb38\uc774\ub2e4.<\/p>\n<p>SK\ud558\uc774\ub2c9\uc2a4\ub294 \uacfc\uac70 \ubca0\uc778\uce90\ud53c\ud138\uc774 \uc6b4\uc601\ud558\ub294 \ud2b9\uc218\ubaa9\uc801\ud68c\uc0ac(SPC)\ub97c \ud1b5\ud574 \ud0a4\uc625\uc2dc\uc544 \uc9c0\ubd84\uc744 \ud655\ubcf4\ud55c \ubc14 \uc788\ub2e4. \uc8fc\uc694 \uc8fc\uc8fc\ub4e4\uc758 \uc787\ub530\ub978 \uc9c0\ubd84 \uc815\ub9ac\ub85c SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc0ac\uc2e4\uc0c1 \ucd5c\ub300\uc8fc\uc8fc\ub85c \ub4f1\uadf9\ud588\ub2e4. \ubcf4\uc720 \uc911\uc778 \uc804\ud658\uc0ac\ucc44(CB)\ub97c \uc758\uacb0\uad8c\uc73c\ub85c \uc804\ud658\ud55c\ub2e4\uba74 \uacbd\uc601\uc5d0 \uac1c\uc785\ud560 \uc218 \uc788\ub2e4\ub294 \uc758\ubbf8\ub2e4.<\/p>\n<p>\ub2e4\ub9cc \uc55e\uc120 \ud569\uc758\uc5d0 \ub530\ub77c 2028\ub144\uae4c\uc9c0 \ud0a4\uc625\uc2dc\uc544 \ub3d9\uc758 \uc5c6\uc774 \uc9c1\uc811 \ub610\ub294 \uac04\uc811 \uc758\uacb0\uad8c 15% \uc774\uc0c1\uc744 \ubcf4\uc720\ud560 \uc218 \uc5c6\ub2e4. \uc790\uad6d \uae30\uc5c5\uc744 \uc9c0\ud0a4\ub824\ub294 \uc77c\ubcf8 \uc815\ubd80\uc758 \uc555\ubc15\ub3c4 \uac10\ub2f9\ud574\uc57c \ud55c\ub2e4.<\/p>\n<p>SK\ud558\uc774\ub2c9\uc2a4\ub3c4 \ud0a4\uc625\uc2dc\uc544 \uc9c0\ubd84 \ubc29\uc548\uc744 \ub2e4\uac01\ub3c4\ub85c \ub17c\uc758 \uc911\uc774\ub2e4. \uc774\uc640 \uad00\ub828 \ucd5c \ud68c\uc7a5\uc740 \ub2e8\uc21c \ud22c\uc790\uac00 \uc544\ub2cc \ud611\ub825 \uad00\uacc4\ub97c \uad6c\uc0c1 \uc911\uc774\ub2e4. \uc774\ub97c \uad6c\ucd95\ud558\uc9c0 \ubabb\ud558\uba74 \ud22c\uc790\ub97c \uc885\ub8cc\ud558\uaca0\ub2e4\ub294 \uc785\uc7a5\uc774\ub2e4.<\/p>\n<p>\uac19\uc740 \ub9e5\ub77d\uc5d0\uc11c \uacf5\ub3d9 \uc0dd\uc0b0 \uc2dc\ub098\ub9ac\uc624\uac00 \ub4f1\uc7a5\ud55c \uac83\uc73c\ub85c \ud480\uc774\ub41c\ub2e4. \uc774\ubbf8 \ud0a4\uc625\uc2dc\uc544\ub294 \uc6e8\uc2a4\ud134\ub514\uc9c0\ud138\uacfc \ud569\uc791 \uacf5\uc7a5\uc744 \uc6b4\uc601\ud55c \uacbd\ud5d8\uc774 \uc788\ub2e4. \ud604\uc7ac\ub3c4 \uc0cc\ub514\uc2a4\ud06c\uc640 \ud611\uc5c5\ud558\uace0 \uc788\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\uc640\ub3c4 \uc190\uc744 \uc7a1\uc744 \uc218 \uc788\ub294 \uc148\uc774\ub2e4.<\/p>\n<p>\ud0a4\uc625\uc2dc\uc544\ub294 \ub0b8\ub4dc\uc5d0 \ud2b9\ud654\ub41c \uacf3\uc774\ub2e4. \uc591\uc0ac\uac00 \ud798\uc744 \ud569\uce5c\ub2e4\uba74 \ub0b8\ub4dc\uc5d0 \uad6d\ud55c\ub420 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc77c\ubcf8 \ub0b4 \uc0dd\uc0b0\uac70\uc810\uc744 \uc138\uc6b4\ub2e4\uba74 \uc790\uc5f0\uc2a4\ub7fd\uac8c \ub0b8\ub4dc \uacf5\uc7a5\uc774 \ub420 \uc804\ub9dd\uc774\ub2e4.<\/p>\n<p>SK\ud558\uc774\ub2c9\uc2a4\uc758 \ub0b8\ub4dc \uc790\ud68c\uc0ac \uc194\ub9ac\ub2e4\uc784\uc774 \uc911\uad6d \ub2e4\ub844\uc5d0\uc11c \uacf5\uc7a5\uc744 \uc6b4\uc601 \uc911\uc778 \uc810\ub3c4 \uc5f0\uacb0\uace0\ub9ac\ub2e4. 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