{"id":7376,"date":"2024-11-29T17:06:08","date_gmt":"2024-11-29T08:06:08","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=7376"},"modified":"2024-12-09T17:10:05","modified_gmt":"2024-12-09T08:10:05","slug":"%eb%af%b8%ea%b5%ad-%ea%b3%b5%ec%84%b8-%ec%86%8d-%ea%b0%95%ed%95%b4%ec%a7%84-%eb%a0%88%eb%93%9c-%ec%8b%a4%eb%a6%ac%ec%bd%98-%ec%82%bc%ec%84%b1%c2%b7sk%ea%b9%8c%ec%a7%80-%ec%9c%84%ed%98%91","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=7376","title":{"rendered":"\ubbf8\uad6d \uacf5\uc138 \uc18d \uac15\ud574\uc9c4 &#8216;\ub808\ub4dc \uc2e4\ub9ac\ucf58&#8217;, \uc0bc\uc131\u00b7SK\uae4c\uc9c0 \uc704\ud611"},"content":{"rendered":"<h2>| \u2463\ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \ub0b4\uc7ac\ud654 \uac00\uc18d\ud398\ub2ec, \ubbf8 \uc815\uad8c\uad50\uccb4 \ubcc0\uc218<\/h2>\n<p>\ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc5d0\ub3c4 &#8216;\uc911\uad6d\ubc1c \ub3cc\ud48d&#8217;\uc774 \ubd88\uc5b4\ub2e5\uce58\uace0 \uc788\ub2e4. \uc911\uad6d \uc131\uc7a5\uc138\uac00 \uac00\ud30c\ub978 \ub514\uc2a4\ud50c\ub808\uc774\uc640 \ub2ec\ub9ac \uc548\uc804\uc9c0\ub300\ub85c \uc5ec\uaca8\uc84c\uc73c\ub098 \ucd5c\uadfc\uc5d0\ub294 \uc548\uc2ec\ud560 \uc218 \uc5c6\ub294 \uc9c0\uacbd\uc5d0 \uc774\ub974\ub800\ub2e4. \uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4\ub294 \ub0b4\ub85c\ub77c\ud558\ub294 \uae30\uc5c5\ubd80\ud130 \uc18c\uc7ac\u00b7\ubd80\ud488\u00b7\uc7a5\ube44(\uc18c\ubd80\uc7a5) \uc5c5\uccb4\uae4c\uc9c0 \uc804\uc6d0 \ube44\uc0c1\uc774\ub2e4.<\/p>\n<p>\ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc640 \ubc14\uc774\ub4e0 \ud589\uc815\ubd80\uc758 \uc5f0\uc774\uc740 \uc81c\uc7ac\ub85c \uc911\uad6d \ubc18\ub3c4\uccb4 \uad74\uae30\uc5d0 \uc81c\ub3d9\uc774 \uc608\uc0c1\ub410\uace0 \uc2e4\uc81c\ub85c \ucc28\uc9c8\uc744 \ube5a\uae30\ub3c4 \ud588\ub2e4. \ud558\uc9c0\ub9cc \uc911\uad6d\uc740 \uacb0\uacfc\uc801\uc73c\ub85c \uc774\ub97c \ub6ab\uc5b4\ub0b4\ub294 \ubaa8\uc591\uc0c8\ub2e4. \uc790\uccb4 \uc0dd\ud0dc\uacc4 \uad6c\ucd95\uc774 \ud0c4\ub825\uc744 \ubc1b\uc73c\uba74\uc11c \uc2dc\uc7a5 \uad50\ub780\uacfc \ubd84\uc5f4\uc744 \uc77c\uc73c\ud0a4\uace0 \uc788\ub2e4. \ubc18\ub3c4\uccb4 \uc758\uc874\ub3c4\uac00 \ub192\uc740 \ud55c\uad6d\uc5d0 \uae0d\uc815\uc801\uc778 \ud750\ub984\uc774 \uc544\ub2c8\ub2e4.<\/p>\n<p><strong>\u25c7CXMT\u00b7YMTC \ub4f1 \ub9f9\ucd94\uaca9, \uba54\ubaa8\ub9ac\u00b7\uc7a5\ube44 \uc5c5\uacc4 \ucd09\uac01<\/strong><\/p>\n<p>29\uc77c \uc5c5\uacc4\uc5d0 \ub530\ub974\uba74 \uc9c0\ub09c\ud574 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc0ac \ud1b110\uc5d0 \uc9c4\uc785\ud55c \uc911\uad6d \ub098\uc6b0\ub77c\ub294 \uc62c\ud574\ub3c4 \uadf8 \uc9c0\uc704\ub97c \uc720\uc9c0\ud558\uace0 \uc788\ub2e4. \ub9e4\ucd9c\uc561 \uae30\uc900\uc73c\ub85c \ub124\ub35c\ub780\ub4dc ASML, \ubbf8\uad6d \uc5b4\ud50c\ub77c\uc774\ub4dc\uba38\ud2f0\uc5b4\ub9ac\uc5bc\uc988\u00b7\ub7a8\ub9ac\uc11c\uce58\u00b7KLA, \uc77c\ubcf8 \ub3c4\ucfc4\uc77c\ub809\ud2b8\ub860(TEL) \ub4f1 \ud1b15\ub97c \ubc14\uc9dd \ub530\ub77c\uc7a1\uace0 \uc788\ub2e4.<\/p>\n<p>\ub098\uc6b0\ub77c\ub294 \ubc18\ub3c4\uccb4 \ud575\uc2ec \uacf5\uc815\uc778 \uc2dd\uac01, \uc99d\ucc29, \uc138\uc815 \ub4f1 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uac16\ucd98 \uacf3\uc774\ub2e4. ASML\uacfc \uc120\ub450\ub97c \ub2e4\ud22c\ub294 \uc5b4\ud50c\ub77c\uc774\ub4dc\uc758 \uc911\uad6d\ud310\uc73c\ub85c \uc5ec\uaca8\uc9c4\ub2e4. \ub098\uc6b0\ub77c\ub294 2020\ub144\ub300 \ub4e4\uc5b4 \uc790\uad6d \uace0\uac1d\ub4e4\ub85c\ubd80\ud130 \ub300\uac70 \uc218\uc8fc\ub97c \ub530\ub0b4\uba74\uc11c \uae09\uc131\uc7a5 \uc911\uc774\ub2e4. \ud604\uc7ac \uc911\uad6d \ubc18\ub3c4\uccb4 \uc2dc\ucd1d 3\uc704\uae4c\uc9c0 \uc62c\ub77c\uc120 \uc0c1\ud0dc\ub2e4. 1\uc704 \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4 SMIC, 2\uc704\ub294 \uc911\uc559\ucc98\ub9ac\uc7a5\uce58(CPU) \uc5c5\uccb4 \ud558\uc774\uad11\uc815\ubcf4\ub2e4.<\/p>\n<figure id=\"attachment_7377\" aria-describedby=\"caption-attachment-7377\" style=\"width: 446px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-7377\" src=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2024\/12\/1-1-300x208.jpg\" alt=\"\" width=\"446\" height=\"309\" srcset=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2024\/12\/1-1-300x208.jpg 300w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2024\/12\/1-1-150x104.jpg 150w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2024\/12\/1-1-218x150.jpg 218w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2024\/12\/1-1.jpg 550w\" sizes=\"auto, (max-width: 446px) 100vw, 446px\" \/><figcaption id=\"caption-attachment-7377\" class=\"wp-caption-text\">*\uc911\uad6d \ub098\uc6b0\ub77c\uc758 \ubc18\ub3c4\uccb4 \uc99d\ucc29\uc7a5\ube44 *\ucd9c\ucc98 : \ub098\uc6b0\ub77c<\/figcaption><\/figure>\n<p>\ub098\uc6b0\ub77c\ub294 \uc815\ubd80 \uc815\ucc45\uc758 \ucd5c\ub300 \uc218\ud61c\uc790\ub85c \uaf3d\ud78c\ub2e4. \ubbf8\uad6d\uc774 \uc790\uad6d \uae30\uc220\uc774 \ud3ec\ud568\ub41c \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc124\ube44\uc5d0 \ub300\ud574 \uc911\uad6d \uc218\ucd9c\uc744 \uc81c\ud55c\uc2dc\ud0a4\uc790 &#8216;\uc790\uae09\uc790\uc871&#8217;\uc5d0 \ub098\uc120 \uac83\uc774\ub2e4. \ub098\uc6b0\ub77c \uc678\uc5d0\ub3c4 AMEC, \ud53c\uc624\ud14d \ub4f1\uc774 \uc7a5\ube44 \uad6d\uc0b0\ud654 \uc120\ubd09\uc5d0 \uc11c\uace0 \uc788\ub2e4.<\/p>\n<p>\uadf8\ub3d9\uc548 \uc8fc\uc694 \uc7a5\ube44\uc0ac\ub4e4\uc758 \uc911\uad6d \ub9e4\ucd9c\uc740 \uc801\uc9c0 \uc54a\uc558\ub2e4. \ubd84\uae30\uc5d0 \ub530\ub77c \uac00\uc7a5 \ub9ce\uc740 \uc9c0\uc5ed\uc774 \ub418\uae30\ub3c4 \ud588\ub2e4. \ud2b9\ud788 \ubbf8\uad6d \uc81c\uc7ac\uac00 \ubcf8\uaca9\ud654\ud558\uc790 \ubb38\uc774 \ub2eb\ud788\uae30 \uc804 \uc0ac\uc7ac\uae30\ub85c \uc911\uad6d \ube44\uc911\uc774 \ubc14\uc9dd \uc624\ub978 \ubc14 \uc788\ub2e4.<\/p>\n<p>\ud558\uc9c0\ub9cc \uc774\uc81c \ub098\uc6b0\ub77c\ub97c \ube44\ub86f\ud55c \ud604\uc9c0 \uc5c5\uccb4\ub4e4\uc774 \uc81c\ud488 \uac1c\ubc1c \ubc0f \uc0dd\uc0b0\uc5d0 \ub3cc\uc785\ud558\uba74\uc11c \uc911\uad6d \ub0b4\uc7ac\ud654 \ube44\uc728\uc774 \uace0\uc18d \uc0c1\uc2b9\ud558\ub294 \ucd94\uc138\ub2e4.<\/p>\n<p>\uc774\ub97c \ud1b5\ud574 \ub808\ud37c\ub7f0\uc2a4\ub97c \uc313\uc73c\uba74\uc11c \uae30\uc220\ub825\uc774 \ub300\ud3ed \ud5a5\uc0c1 \uc911\uc778 \uac83\uc73c\ub85c \ud30c\uc545\ub41c\ub2e4. \ub178\uad11\uc744 \uc81c\uc678\ud558\uba74 \ub300\ub2e4\uc218 \ud488\ubaa9\uc758 \uc644\uc131\ub3c4 \ubc0f \uc131\uc219\ub3c4\uac00 \uc0c1\ub2f9 \uc218\uc900\uc5d0 \ub3c4\ub2ec\ud588\ub2e4\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4. \ub178\uad11\uc5d0\uc11c\ub3c4 \uc0c1\ud558\uc774\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 \ub4f1\uc774 \ubd84\ud22c \uc911\uc774\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc591\uc0c1\uc740 \ubbf8\uad6d, \uc77c\ubcf8, \uc720\ub7fd \ub4f1 \uc6d0\ucc9c\uae30\uc220 \uac15\uad6d\ub9cc\ud07c\uc740 \uc544\ub2c8\ub098 \uad6d\ub0b4 \uc7a5\ube44\uc0ac\uc5d0\ub3c4 \ud0c0\uaca9\uc744 \uc8fc\uace0 \uc788\ub2e4. \uad6d\ub0b4 \uace0\uac1d \ud22c\uc790 \uc9c0\uc5f0 \ub610\ub294 \ucd95\uc18c \ub300\uc548\uc73c\ub85c \uc911\uad6d \uc9c4\ucd9c\uc5d0 \uc5f4\uc744 \uc62c\ub9ac\uace0 \uc788\uc5c8\ub294\ub370, \ub0b4\uc7ac\ud654 \ud2b8\ub80c\ub4dc\ub85c \uae30\ud68c\ub97c \uc783\uc5b4\uac00\uace0 \uc788\uc5b4\uc11c\ub2e4.<\/p>\n<p>\uc911\uc7a5\uae30\uc801\uc73c\ub85c\ub294 \ubbf8\uad6d\uc5d0\uc11c \ud55c\uad6d \uae30\uc5c5\uc5d0\uac8c\ub3c4 \uc81c\uc7ac \ub3d9\ucc38\uc744 \uad8c\uace0\ud560 \uc218 \uc788\ub2e4\ub294 \uac00\ub2a5\uc131\uc774 \uc81c\uae30\ub41c\ub2e4. \uc911\uad6d \uace0\ub9bd\uc744 \uc2ec\ud654\ud558\uae30 \uc704\ud568\uc778\ub370 \uc774\ub294 \uc6b0\ub9ac\ub098\ub77c\uc5d0 \uc545\uc7ac\ub2e4.<\/p>\n<p>\uc2e4\uc81c\ub85c \ub125\uc2a4\ud2f4, \uc8fc\uc131\uc5d4\uc9c0\ub2c8\uc5b4\ub9c1, \uc624\ub85c\uc2a4\ud14c\ud06c\ub180\ub85c\uc9c0 \ub4f1\uc740 \uc62c\ud574 \uc911\uad6d \uc218\ucd9c\uc774 \ub298\uba74\uc11c \ud638\uc131\uc801\uc744 \uac70\ub450\uace0 \uc788\ub2e4. \ud574\ub2f9 \uc0c1\ud669\uc774 \ud604\uc2e4\ud654\ud558\uba74 \uc2e4\uc801\uc5d0 \ub9c8\uc774\ub108\uc2a4 \uc694\uc18c\ub2e4.<\/p>\n<figure id=\"attachment_7379\" aria-describedby=\"caption-attachment-7379\" style=\"width: 477px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-7379\" src=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2024\/12\/1-2-300x200.jpg\" alt=\"\" width=\"477\" height=\"318\" srcset=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2024\/12\/1-2-300x200.jpg 300w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2024\/12\/1-2-150x100.jpg 150w, https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2024\/12\/1-2.jpg 640w\" sizes=\"auto, (max-width: 477px) 100vw, 477px\" \/><figcaption id=\"caption-attachment-7379\" class=\"wp-caption-text\">*\ucd9c\ucc98 : \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839 \ud2b8\ub8e8\uc2a4\uc18c\uc15c \uacc4\uc815<\/figcaption><\/figure>\n<p><strong>\u25c7\uc2dc\uc9c4\ud551 \uc0c1\ub300\ud558\ub294 \ud2b8\ub7fc\ud504, \ubc18\ub3c4\uccb4 \uc81c\uc7ac \uac15\ud654 \uc608\uace0<\/strong><\/p>\n<p>\uc644\uc81c\ud488 \uc601\uc5ed\uc5d0\uc11c\ub294 \uc911\uad6d \uc874\uc7ac\uac10\uc774 \ub354\uc6b1 \ub450\ub4dc\ub7ec\uc9c4\ub2e4. \ucc3d\uc2e0\uba54\ubaa8\ub9ac(CXMT), \uc591\ucbd4\uba54\ubaa8\ub9ac(YMTC)\ub294 \uac01\uac01 D\ub7a8\uacfc \ub0b8\ub4dc\ud50c\ub798\uc2dc \uc0dd\uc0b0\ub2a5\ub825(\uce90\ud30c)\uc744 \ube60\ub974\uac8c \ub04c\uc5b4\uc62c\ub9ac\uace0 \uc788\ub2e4. \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \ub300\ube44 2~3\ub2e8\uacc4 \uc544\ub798 \uc81c\ud488\uc744 \ub0b4\ub193\uace0 \uc788\uc9c0\ub9cc \uac04\uadf9\uc740 \uc810\uc810 \uc904\uc5b4\ub4e4\uace0 \uc788\ub2e4.<\/p>\n<p>\ubc94\uc6a9 \uba54\ubaa8\ub9ac\uc5d0\uc11c\ub294 \uc911\uad6d \uae30\uc5c5 \uc810\uc720\uc728\uc774 \uafb8\uc900\ud558\uac8c \uc0c1\uc2b9\ud558\uace0 \uc788\ub2e4. CXMT\uac00 2026\ub144\uacbd &#8216;\ube453&#8217; \uc911 \ud558\ub098\uc778 \ub9c8\uc774\ud06c\ub860\uc744 \uc81c\uce58\uace0 D\ub7a8 3\uc704\uc5d0 \ub4f1\uadf9\ud560 \uac83\uc774\ub77c\ub294 \uad00\uce21\ub3c4 \uc788\ub2e4. YMTC\ub294 200\ub2e8\uc744 \ub118\uc5b4 300\ub2e8\ub300 \ub0b8\ub4dc\ub97c \uc900\ube44 \uc911\uc774\ub2e4. 300\ub2e8\ub300\ub294 \ucd5c\uadfc\uc5d0\uc11c\uc57c SK\ud558\uc774\ub2c9\uc2a4\uac00 \uc138\uacc4 \ucd5c\ucd08\ub85c \uc591\uc0b0 \ub3cc\uc785\ud55c \ubc14 \uc788\ub2e4.<\/p>\n<p>CXMT\uc640 YMTC\ub294 \ub098\uc6b0\ub77c \ub4f1\uacfc \ubc00\uc811\ud558\uac8c \ud611\ub825\ud558\uba74\uc11c \uc911\uad6d \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc744 \ub354\uc6b1 \ud0c4\ud0c4\ud558\uac8c \ub9cc\ub4e4\uc5b4\uac00\uace0 \uc788\ub2e4. \uacfc\uac70\ubd80\ud130 \ud55c\uad6d, \ub300\ub9cc \ub4f1 \uc778\ub825\uacfc \uc124\uacc4\ub3c4\uba74\uc744 \uce68\ud0c8\ud574\uc628 \uc601\ud5a5\uc73c\ub85c \uc774\uc81c\ub294 \uc5b4\uc9c0\uac04\ud55c \uae30\uc220\ub85c\ub294 \uac70\ub4e4\ub5a0\ub3c4 \ubcf4\uc9c0 \uc54a\ub294\ub2e4\ub294 \ud6c4\ubb38\uc774\ub2e4.<\/p>\n<p>\ubc14\uc774\ub4e0 \ud589\uc815\ubd80\uac00 \uc800\ubb3c\uc5b4\uac00\ub294 \uac00\uc6b4\ub370 \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80 2\uae30\ub97c \uc55e\ub450\uba74\uc11c \ubbf8\uad6d\uacfc \uc911\uad6d \uac04 \uac08\ub4f1\uc774 \uc774\uc804\ubcf4\ub2e4 \uaca9\ud654\ud560 \uac83\uc774\ub77c\ub294 \ubd84\uc11d\uc774 \ub300\ub2e4\uc218\ub2e4.<\/p>\n<p>\uc774\ub97c \ub450\uace0 \uc911\uad6d\uc5d0\uc11c\ub294 &#8216;\uc624\ud788\ub824 \uc88b\ub2e4&#8217;\ub294 \ubc18\uc751\uc774 \ub098\uc628\ub2e4\ub294 \uc804\uc5b8\uc774\ub2e4. \uc911\uad6d\uc758 \uc790\uccb4 \uc0dd\ud0dc\uacc4 \uc870\uc131 \uc804\ub7b5\uc5d0 \ub354 \ubc15\ucc28\ub97c \uac00\ud560 \uc218 \uc788\ub2e4\ub294 \ud310\ub2e8\uc5d0\uc11c\ub2e4. \uc774\uc5d0 \ub530\ub77c \ubbf8\uad6d\uc740 \ub354\uc6b1 \uac15\ub825\ud55c \uacf5\uaca9\uc73c\ub85c \uc911\uad6d\uc758 \uc228\ud1b5\uc744 \ub04a\uaca0\ub2e4\ub294 \uc758\uc9c0\ub97c \ub4dc\ub7ec\ub0b4\uace0 \uc788\ub2e4.<\/p>\n<p>\/\uae40\ub3c4\ud604 \ub354\ubca8\uae30\uc790<\/p>\n","protected":false},"excerpt":{"rendered":"<p>| \u2463\ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \ub0b4\uc7ac\ud654 \uac00\uc18d\ud398\ub2ec, 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