  {"id":76011,"date":"2026-11-16T01:00:23","date_gmt":"2026-11-15T16:00:23","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=76011"},"modified":"2026-11-13T17:55:33","modified_gmt":"2026-11-13T08:55:33","slug":"%ec%95%a8%eb%a6%ac%ec%8a%a4-%ed%99%a9%ec%9d%98-%e7%be%8e-ai-%eb%b0%98%eb%8f%84%ec%b2%b4-%ec%88%98%ec%b6%9c%ed%86%b5%ec%a0%9c-%ec%9a%b0%ed%9a%8c-%eb%84%a4%ed%8a%b8%ec%9b%8c%ed%81%ac-%ec%b6%94%ec%a0%81","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=76011","title":{"rendered":"\uc568\ub9ac\uc2a4 \ud669\uc758 \u7f8e AI \ubc18\ub3c4\uccb4 \uc218\ucd9c\ud1b5\uc81c \uc6b0\ud68c \ub124\ud2b8\uc6cc\ud06c \ucd94\uc801\ud574 \ubcf4\ub2c8&#8230;"},"content":{"rendered":"<h3>| \uacf5\uae09\ub9dd \ubd84\uc11d\uc5c5\uccb4 \uce74\ub860, &#8216;\u4e2d \uac04\ucca9 \uc758\ud639&#8217; \uc568\ub9ac\uc2a4 \ud669 \ub124\ud2b8\uc6cc\ud06c \ucd94\uc801<br \/>\n| \uc568\ub9ac\uc2a4 \uae30\uc5c5\ub9dd, \u4e2d \uae30\uc5c5\uc5d0 \ud574\uc678 \ub370\uc774\ud130\uc13c\ud130 \ucef4\ud4e8\ud305 \uc790\uc6d0 \uc784\ub300 \uc815\ud669<br \/>\n| \uc775\uba85 \uac70\ub798\ucc98 \ubd84\uc11d \uacb0\uacfc \ud150\uc13c\ud2b8\u00b7\uc568\ub9ac\uc2a4 \ud669 \uc5ec\ub3d9\uc0dd \uad00\ub828 \uae30\uc5c5\uacfc \uc5f0\uacc4 \ud655\uc778<\/h3>\n<p><strong>&lt;\uac1c\uc694&gt;<\/strong><br \/>\n\uae00\ub85c\ubc8c \uc81c\uc7ac\u00b7\uacf5\uae09\ub9dd \ub9ac\uc2a4\ud06c \ubd84\uc11d\uc5c5\uccb4 \uce74\ub860(Kharon)\uc740 12\uc77c(\ud604\uc9c0\uc2dc\uac01) \uc911\uad6d\uc758 \uc2a4\ud30c\uc774 \ud65c\ub3d9 \uc758\ud639\uc744 \ubc1b\ub294 \uae30\uc5c5\uc778 \uc568\ub9ac\uc2a4 \ud669(Alice Huang)\uc774 \ud574\uc678 \ubc95\uc778\ub9dd\uc744 \ud65c\uc6a9\ud574 \ubbf8\uad6d\uc758 \ucca8\ub2e8 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc18\ub3c4\uccb4 \uc218\ucd9c\ud1b5\uc81c\ub97c \uc6b0\ud68c\ud55c <a href=\"https:\/\/www.kharon.com\/brief\/alice-huang-nvidia-china-megaspeed\">\uc815\ud669\uc744 \uacf5\uac1c<\/a>\ud588\uc74c. \ud669\uc758 \uae30\uc5c5\ub9dd\uc740 \uc5d4\ube44\ub514\uc544(Nvidia) \ubc18\ub3c4\uccb4\ub97c \uac70\ub798\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ud574\uc678 \ub370\uc774\ud130\uc13c\ud130\uc758 \ucef4\ud4e8\ud305 \uc790\uc6d0\uc744 \uc911\uad6d \uae30\uc5c5\uc5d0 \uc784\ub300\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \uc6b4\uc601\ub41c \uac83\uc73c\ub85c \ud30c\uc545\ub410\uc74c. \ubbf8\uad6d \uc0c1\ubb34\ubd80\ub294 \uc774\ub7ec\ud55c \uc6d0\uaca9 \uc774\uc6a9\uc758 \uaddc\uc81c \uacf5\ubc31\uc744 \ub9c9\uae30 \uc704\ud574 \uc218\ucd9c\ud1b5\uc81c \ub300\uc0c1 \uad6d\uac00 \ud655\ub300\ub97c \ucd94\uc9c4\ud558\ub294 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\uc74c.<\/p>\n<p><strong>&lt;\uad6c\uccb4\uc801 \ub0b4\uc6a9&gt;<\/strong><br \/>\n\uae00\ub85c\ubc8c \uc81c\uc7ac\u00b7\uacf5\uae09\ub9dd \ub9ac\uc2a4\ud06c \ubd84\uc11d\uc5c5\uccb4 \uce74\ub860(Kharon)\uc740 \ubb34\uc5ed\u00b7\uae30\uc5c5 \uc790\ub8cc\ub97c \ubd84\uc11d\ud574 \uc568\ub9ac\uc2a4 \ud669(Alice Huang)\uacfc \uadf8\uc758 \uc5ec\ub3d9\uc0dd \ud669\uc704(Huang Yu)\uac00 \uad00\uc5ec\ud55c \uc544\uc2dc\uc544 \ubc0f \uc601\uad6d\ub839 \ubc84\uc9c4\uc544\uc77c\ub79c\ub4dc(British Virgin Islands) \uae30\uc5c5\ub9dd\uc744 \ucd94\uc801\ud588\uc74c. \uc568\ub9ac\uc2a4 \ud669\uc740 \ud669\ub7ec(Huang Le)\ub77c\ub294 \uc774\ub984\uc73c\ub85c\ub3c4 \uc54c\ub824\uc838 \uc788\ub294\ub370, \ubbf8\uad6d\uc0b0 AI \ubc18\ub3c4\uccb4\uc758 \ub300\uc911 \uc720\ucd9c \uc758\ud639\uc744 \ubc1b\ub294 \uba54\uac00\uc2a4\ud53c\ub4dc(Megaspeed)\uc758 \ud575\uc2ec \uc778\ubb3c\uc784.<\/p>\n<p>\ubbf8\uad6d \ub2f9\uad6d\uc740 \uc568\ub9ac\uc2a4\uac00 \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc758 \uce21\uadfc\uc778 \uc820\uc2a8 \ud669 \uc804 \uc5d4\ube44\ub514\uc544 \ucd5c\uace0\uacbd\uc601\uc790\uc640\uc758 \uc0ac\uc801\uc778 \uad00\uacc4\ub97c \uc774\uc6a9\ud574 \uad6d\uac00 \ub610\ub294 \uae30\uc5c5 \uae30\ubc00\uc744 \ud655\ubcf4\ud588\ub294\uc9c0\ub3c4 \uc870\uc0ac \uc911\uc778 \uac83\uc73c\ub85c \uc804\ud574\uc84c\uc74c. \uc820\uc2a8 \ud669\uc740 \ubd88\ub95c \uc758\ud639\uc774 \uc99d\ud3ed\ub418\uc790 \uc9c0\ub09c 12\uc77c \ucd5c\uace0\uacbd\uc601\uc790\uc9c1\uc5d0\uc11c \uc0ac\uc784\ud588\uc74c.<\/p>\n<p>\uce74\ub860\uc740 \ubbf8\uad6d\uc0b0 \ucca8\ub2e8 \ubc18\ub3c4\uccb4\ub97c \uc911\uad6d\uc73c\ub85c \uc9c1\uc811 \uc218\ucd9c\ud558\uc9c0 \uc54a\uace0 \ud574\uc678\uc5d0\uc11c \ucef4\ud4e8\ud305 \uc790\uc6d0\uc744 \ube4c\ub824\uc8fc\ub294 \ubc29\uc2dd\uc744 \ud655\uc778\ud588\uc74c. \ubbf8\uad6d\uc758 \uc218\ucd9c\ud1b5\uc81c \ub300\uc0c1\uc778 \ucca8\ub2e8 AI \ubc18\ub3c4\uccb4\uac00 \uc124\uce58\ub41c \ud574\uc678 \ub370\uc774\ud130\uc13c\ud130\uc5d0\uc11c \uc5f0\uc0b0 \ub2a5\ub825\uc744 \uc784\ub300\ud558\uba74, \uc911\uad6d \uae30\uc5c5\uc740 \uc7a5\ube44\ub97c \uc9c1\uc811 \uc18c\uc720\ud558\uc9c0 \uc54a\uace0\ub3c4 AI \ubaa8\ub378\uc744 \ud559\uc2b5\uc2dc\ud0ac \uc218 \uc788\uc74c. \uce74\ub860\uc740 \ud669\uc758 \uae30\uc5c5\ub9dd\uc774 \uc774\ub7ec\ud55c \uaddc\uc81c \uacf5\ubc31\uc744 \uc774\uc6a9\ud574 \uc911\uad6d \uae30\uc5c5\uc5d0 \ucef4\ud4e8\ud305 \uc790\uc6d0\uc744 \uacf5\uae09\ud558\uac70\ub098 \uc7ac\uc784\ub300\ud588\ub2e4\uace0 \ubd84\uc11d\ud588\uc74c.<\/p>\n<p>\ub300\ud45c\uc801\uc778 \uc5f0\uacb0\uace0\ub9ac\ub294 \uc2f1\uac00\ud3ec\ub974\uc758 \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305 \uc7ac\ud310\ub9e4\uc5c5\uccb4 \ub808\ud0dd\ud2b8 \ud074\ub77c\uc6b0\ub4dc(Letact Cloud)\uc784. \uc774 \ud68c\uc0ac\ub294 \uc911\uad6d \uc0c1\uc7a5\uae30\uc5c5 \uc7a5\uc464 \ub808\ud0c8 \uc77c\ub809\ud2b8\ub85c\ub2c9(\u6c5f\u8607\u96f7\u7279\u96fb\u5b50, Jiangsu Lettall Electronic Co., Ltd.)\uc758 \uc790\ud68c\uc0ac\uc784. \ub808\ud0c8\uc758 \ub610 \ub2e4\ub978 \uc790\ud68c\uc0ac \uc0c1\ud558\uc774 \uc13c\ucd94\ub9ac \ub9ac\ud241(Shanghai Century Litong)\uc740 2023\ub144 \uc5d4\ube44\ub514\uc544\uc758 \ucef4\ud4e8\ud305 \uc790\uc6d0\uc5d0 \uc6b0\uc120 \uc811\uadfc\ud560 \uc218 \uc788\ub294 \ud2b9\ubcc4 \uc9c0\uc704\ub97c \ud655\ubcf4\ud55c \uac83\uc73c\ub85c \ubcf4\ub3c4\ub41c \ubc14 \uc788\uc74c.<\/p>\n<p>\uce74\ub860\uc740 \ub808\ud0c8\uc774 2025\ub144 7\uc6d4 \uacf5\uac1c\ud55c \uc99d\uad8c \uacf5\uc2dc\uc5d0\uc11c \ucef4\ud4e8\ud305 \uc790\uc6d0 \uc784\ub300 \uad00\uacc4\ub97c \ud655\uc778\ud588\uc74c. \uacf5\uc2dc\uc5d0 \ub4f1\uc7a5\ud558\ub294 \uc775\uba85\uc758 &#8216;\ud68c\uc0ac 7&#8217;\uc740 \uc124\ub9bd\uc77c\uacfc \ub4f1\ub85d\uc790\ubcf8\uae08\uc774 \uc2f1\uac00\ud3ec\ub974 \uba54\uac00\uc2a4\ud53c\ub4dc\uc640 \uc815\ud655\ud788 \uc77c\uce58\ud588\uc74c. \uba54\uac00\uc2a4\ud53c\ub4dc\uc5d0\uc11c \ub808\ud0dd\ud2b8 \ud074\ub77c\uc6b0\ub4dc\ub85c \ucef4\ud4e8\ud305 \uc790\uc6d0\uc774 \uacf5\uae09\ub410\uc744 \uac00\ub2a5\uc131\uc744 \ubcf4\uc5ec\uc8fc\ub294 \ub300\ubaa9\uc784.<\/p>\n<p>\ub808\ud0c8\uc758 \uacf5\uc2dc\uc5d0\ub294 \ucef4\ud4e8\ud305 \uc790\uc6d0\uc744 \ub2e4\uc2dc \uc784\ucc28\ud55c &#8216;\ud68c\uc0ac 2&#8217;\uc640 &#8216;\ud68c\uc0ac 3&#8217;\ub3c4 \ub4f1\uc7a5\ud588\uc74c. \uce74\ub860\uc740 \ub450 \ud68c\uc0ac\uc758 \uc815\ubcf4\uac00 \uac01\uac01 \uc911\uad6d \uc778\ud130\ub137 \uae30\uc5c5 \ud150\uc13c\ud2b8(Tencent)\uc640 \uc6b0\ud6c4 \uc13c\ucd94\ub9ac \ub8fd\ud145 \ub370\uc774\ud130 \uc11c\ube44\uc2a4(Wuhu Century Longteng Data Service Co.)\uc5d0 \ubd80\ud569\ud55c\ub2e4\uace0 \ubd84\uc11d\ud588\uc74c. \uc13c\ucd94\ub9ac \ub8fd\ud145\uc740 \ud2f1\ud1a1(TikTok)\uc758 \ubaa8\ud68c\uc0ac \ubc14\uc774\ud2b8\ub304\uc2a4(ByteDance)\uc758 \ub370\uc774\ud130\uc13c\ud130\uc5d0 \ucef4\ud4e8\ud305 \uc790\uc6d0\uc744 \uc7ac\uc784\ub300\ud55c \uae30\uc5c5\uc784. \uc62c\ud574 1\uc6d4\uae4c\uc9c0 \uc774 \ud68c\uc0ac\uc758 \ucd5c\uc885 \uc9c0\ubc30\uc8fc\uc8fc\ub294 \uc568\ub9ac\uc2a4 \ud669\uc758 \uc5ec\ub3d9\uc0dd \ud669\uc704\uc600\ub358 \uac83\uc73c\ub85c \ud655\uc778\ub410\uc74c.<\/p>\n<p>\ub808\ud0c8\uc740 2025\ub144 7\uc6d4 \uacf5\uc2dc\uc5d0\uc11c \uc911\uad6d \uae30\uc5c5\uc774 \ud574\uc678 \ucef4\ud4e8\ud305 \uc7a5\ube44\ub97c \uc9c1\uc811 \uc18c\uc720\ud558\uae30\ub294 \uc5b4\ub835\uc9c0\ub9cc \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\ub97c \uc784\ub300\ud560 \uc218 \uc788\ub2e4\uace0 \uc124\uba85\ud588\uc74c. \uc2f1\uac00\ud3ec\ub974\uc5d0\uc11c \ucef4\ud4e8\ud305 \uc790\uc6d0\uc744 \uc784\ub300\ud558\ub294 \uc0ac\uc5c5\uc774 \uc911\uad6d \uace0\uac1d\uc758 AI \ubc18\ub3c4\uccb4 \ubd80\uc871 \ubb38\uc81c\ub97c \ud574\uacb0\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub41c\ub2e4\ub294 \ub0b4\uc6a9\ub3c4 \uba85\uc2dc\ud588\uc74c. \uce74\ub860\uc740 \uc774\ub97c \ubbf8\uad6d \ubc18\ub3c4\uccb4 \uc218\ucd9c\ud1b5\uc81c\ub97c \uc6b0\ud68c\ud560 \uc218 \uc788\ub294 \uc0ac\uc5c5 \uad6c\uc870\uac00 \uae30\uc5c5 \uacf5\uc2dc\uc5d0\ub3c4 \ub4dc\ub7ec\ub09c \uc0ac\ub840\ub85c \uc81c\uc2dc\ud588\uc74c.<\/p>\n<p>\ud669\uc758 \uae30\uc5c5\ub9dd\uc740 \uc601\uad6d\ub839 \ubc84\uc9c4\uc544\uc77c\ub79c\ub4dc\ub85c\ub3c4 \uc774\uc5b4\uc84c\uc74c. \uce74\ub860\uc5d0 \ub530\ub974\uba74 \ud669\uc774 \uc18c\uc720\ud588\ub358 \ud64d\ucf69 \ubc95\uc778 \ud30c\uc778 \ubca0\uc77c(Pine Vale (HK) Limited)\uc740 2025\ub144 8\uc6d4 \ud604\uc7ac\uc758 \uc774\ub984\uc73c\ub85c \ubcc0\uacbd\ub410\uc73c\uba70, \uac19\uc740 \ud574 10\uc6d4 \uc9c0\ubd84 100%\uac00 \uc601\uad6d\ub839 \ubc84\uc9c4\uc544\uc77c\ub79c\ub4dc \ubc95\uc778 \ub9b0\ub4e0 \ubca0\uc77c(Linden Vale Limited)\ub85c \uc774\uc804\ub410\uc74c. \ub9b0\ub4e0 \ubca0\uc77c\uc758 \uc2e4\uc18c\uc720\uc8fc\ub294 \uacf5\uac1c\ub418\uc9c0 \uc54a\uc558\uc74c. \ud669\uc740 \uac19\uc740 \uc9c0\uc5ed\uc758 \uba54\uc774\ud50c \ubca0\uc77c(Maple Vale Limited)\ub3c4 \uc18c\uc720\ud588\uc73c\uba70, \uc774 \ud68c\uc0ac\uc758 \uacfc\uac70 \uc790\ud68c\uc0ac \ub450 \uacf3\uc740 2019\ub144 \uba54\uac00\uc2a4\ud53c\ub4dc \uae30\uc5c5\ub9dd\uc73c\ub85c \uc774\uc804\ub410\uc74c.<\/p>\n<p>\ubbf8\uad6d \ube44\uc601\ub9ac \uc870\uc0ac\uae30\uad00 C4ADS\ub294 \ud30c\uc778 \ubca0\uc77c\uc758 \uc61b \ubc95\uc778\uba85\uc778 VFO \uc778\ud130\ub0b4\uc154\ub110(VFO International)\uc774 2024\ub144 11\uc6d4\uae4c\uc9c0 \uba54\uac00\uc2a4\ud53c\ub4dc \uc778\ub3c4\ub124\uc2dc\uc544 \uc9c0\uc0ac\ub85c\ubd80\ud130 AI \ub370\uc774\ud130\uc13c\ud130\uc6a9 \uace0\uc131\ub2a5 \ubd80\ud488\uc744 \uacf5\uae09\ubc1b\uc558\ub2e4\uace0 \ubcf4\uace0\ud588\uc74c. \uce74\ub860\uc740 \ud30c\uc778 \ubca0\uc77c\uc774 2024\ub144 8\uc6d4 \uc911\uad6d \uc11c\ubc84\u00b7\ub370\uc774\ud130 \uae30\uc5c5 \uc778\uc2a4\ud37c\uadf8\ub8f9(Inspur Group)\uc774 \ucd5c\uc885\uc801\uc73c\ub85c \uc9c0\ubc30\ud558\ub294 \uc0b0\ub465\uc131(Shandong) \uc18c\uc7ac \uae30\uc5c5\uc758 \uc7a5\ube44\u00b7\uc18c\ud504\ud2b8\uc6e8\uc5b4 \uacf5\uae09 \uacc4\uc57d\uc744 \uc218\uc8fc\ud55c \uc0ac\uc2e4\ub3c4 \ud655\uc778\ud588\uc74c.<\/p>\n<p>\ubbf8\uad6d \uc0c1\ubb34\ubd80 \uc0b0\uc5c5\uc548\ubcf4\uad6d(BIS)\uc740 2023\ub144 \uc778\uc2a4\ud37c\uac00 \uc911\uad6d \uad70\uc0ac \ud604\ub300\ud654\uc5d0 \ud544\uc694\ud55c \ubbf8\uad6d\uc0b0 \ubb3c\ud488\uc744 \ud655\ubcf4\ud558\uac70\ub098 \ud655\ubcf4\ud558\ub824 \ud588\ub2e4\ub294 \uc774\uc720\ub85c \uc218\ucd9c\ud1b5\uc81c \ub300\uc0c1\uc778 \uae30\uc5c5\ubaa9\ub85d(Entity List)\uc5d0 \uc62c\ub838\uc74c. \ud30c\uc778 \ubca0\uc77c\uc758 \uacf5\uae09 \uacc4\uc57d\uc740 \ud669\uc758 \uae30\uc5c5\ub9dd\uc774 \uc778\uc2a4\ud37c\uc640 \uc5f0\uacb0\ub41c \ub610 \ub2e4\ub978 \uacbd\ub85c\ub97c \ubcf4\uc5ec\uc90c. \ud30c\uc778 \ubca0\uc77c\uc740 \ud574\ub2f9 \uacc4\uc57d \uc218\uc8fc \ud55c \ub2ec \ub4a4 \ub808\ud0c8\uc758 \uc790\ud68c\uc0ac\uc640 \ud569\uc791\ud68c\uc0ac\ub3c4 \uc124\ub9bd\ud588\uc74c.<\/p>\n<p>\ubbf8\uad6d \uc0c1\ubb34\ubd80\ub294 \uc774\ub7ec\ud55c \uc6d0\uaca9 \ucef4\ud4e8\ud305 \uc790\uc6d0 \uc811\uadfc\uc744 \uc81c\ud55c\ud558\uae30 \uc704\ud574 \ub9d0\ub808\uc774\uc2dc\uc544\uc640 \uc2f1\uac00\ud3ec\ub974\ub97c \ud3ec\ud568\ud55c 7\uac1c\uad6d\uc744 AI \ubc18\ub3c4\uccb4 \uc218\ucd9c\uc81c\ud55c \ub300\uc0c1\uc5d0 \ucd94\uac00\ud558\ub294 \uaddc\uc815\uc548\uc744 \uc900\ube44 \uc911\uc778 \uac83\uc73c\ub85c \uc804\ud574\uc84c\uc74c. \ub2e4\ub9cc BIS\ub294 \uad00\ub828 \ub17c\ud3c9\uc744 \uac70\ubd80\ud588\uc74c. \ubc31\uc545\uad00 \uad6d\uac00\uc548\ubcf4\u00b7\uacbd\uc81c \ub2f4\ub2f9 \uace0\uc704 \ubcf4\uc88c\uad00\uc744 \uc9c0\ub0b8 \ud53c\ud130 \ud574\ub7f4(Peter Harrell)\uc740 \uc911\uad6d\uacfc\uc758 \ubb34\uc5ed \uac08\ub4f1\uc744 \uc6b0\ub824\ud55c \ubbf8\uad6d \ub2f9\uad6d\uc774 \uaddc\uc81c \ub3c4\uc785\uc744 \ubbf8\ub904 \uc654\ub2e4\uace0 \uc124\uba85\ud588\uc74c.<\/p>\n<p>\ud574\ub7f4\uc740 \uc77c\ubd80 \uad6d\uac00\ub9cc \uc81c\ud55c\ud558\ub294 \uc870\uce58\ub85c\ub294 \ucda9\ubd84\ud558\uc9c0 \uc54a\ub2e4\uace0 \uc9c0\uc801\ud588\uc74c. \uae30\uc5c5\ub4e4\uc774 \uaddc\uc81c \ub300\uc0c1\uc774 \uc544\ub2cc \ub2e4\ub978 \uad6d\uac00\ub85c \ucef4\ud4e8\ud305 \uc790\uc6d0 \uacf5\uae09 \uacbd\ub85c\ub97c \uc27d\uac8c \ubcc0\uacbd\ud560 \uc218 \uc788\uae30 \ub54c\ubb38\uc784. \uadf8\ub294 \uc740\ud589\uc774 \uace0\uac1d\uc758 \uc2e0\uc6d0\uc744 \ud655\uc778\ud558\uace0 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