{"id":2753,"date":"2025-02-28T16:49:31","date_gmt":"2025-02-28T08:49:31","guid":{"rendered":"https:\/\/www.siproin-ic.com\/?p=2753"},"modified":"2025-04-30T16:46:31","modified_gmt":"2025-04-30T08:46:31","slug":"%e3%80%90monthly-semiconductor-industry-news%e3%80%91-feb-2025","status":"publish","type":"post","link":"https:\/\/www.siproin-ic.com\/ko\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91-feb-2025\/","title":{"rendered":"\uc6d4\uac04 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \ub274\uc2a4] 2\uc6d4 2025"},"content":{"rendered":"<p><span style=\"font-size: 14pt; color: #000000;\">1.<strong><b>TSMC\ub294 \uacf5\uae09\uc744 \uc911\ub2e8\ud588\uc2b5\ub2c8\ub2e4,<\/b><\/strong><strong><b>16 \ubc0f 14nm \uc774\ud558\u00a0 <\/b><\/strong><strong><b>\ud504\ub85c\uc138\uc2a4\ub294 \uc5c4\uaca9\ud558\uac8c \uc81c\ud55c\ub429\ub2c8\ub2e4.<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">TSMC\ub294 \ucd5c\uadfc \uc911\uad6d \ubcf8\ud1a0\uc758 \uc9d1\uc801 \ud68c\ub85c(IC) \uc124\uacc4 \ud68c\uc0ac, \ud2b9\ud788 16\/14nm \uacf5\uc815 \uc81c\ud488\uc5d0 \ub300\ud574 \uc77c\ub828\uc758 \uc5c4\uaca9\ud55c \uacf5\uae09 \uc81c\ud55c \uc870\uce58\ub97c \uc2dc\ud589\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc774\ubc88 \uacb0\uc815\uc740 \ubbf8\uad6d \uc0c1\ubb34\ubd80 \uc0b0\uc5c5\uc548\ubcf4\uad6d(BIS)\uc5d0\uc11c \ubc1c\ud45c\ud55c \ucd5c\uc2e0 \uc218\ucd9c \ud1b5\uc81c \uaddc\uc815\uacfc \ubc00\uc811\ud55c \uad00\ub828\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc0c8\ub85c\uc6b4 \uaddc\uc815\uc5d0 \ub530\ub974\uba74 2025\ub144 1\uc6d4 31\uc77c\ubd80\ud130 16\/14nm \uc774\ud558 \uacf5\uc815\uc758 \uad00\ub828 \uc81c\ud488\uc774 BIS \ud654\uc774\ud2b8\ub9ac\uc2a4\ud2b8\uc758 '\uc2b9\uc778\ub41c OSAT'\uc5d0 \ub530\ub77c \ud328\ud0a4\uc9d5\ub418\uc9c0 \uc54a\uace0 TSMC\uac00 \ud328\ud0a4\uc9d5 \uacf5\uc7a5\uc758 \uc778\uc99d\ub41c \uc11c\uba85 \uc0ac\ubcf8\uc744 \ubc1b\uc9c0 \ubabb\ud558\uba74 \ud574\ub2f9 \uc81c\ud488\uc758 \ucd9c\ud558\uac00 \uc911\ub2e8\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">TSMC\ub294 \uc774\ubbf8 BIS \ud654\uc774\ud2b8\ub9ac\uc2a4\ud2b8\uc5d0 \uc788\ub294 \uce69 \uc124\uacc4\uc790\ub97c \uc704\ud574 \uc81c\uc870\ud569\ub2c8\ub2e4. BIS \ud654\uc774\ud2b8\ub9ac\uc2a4\ud2b8\uc5d0 \ud3ec\ud568\ub418\uc9c0 \uc54a\uc740 \uce69 \uc124\uacc4\uc790(\ubcf8\ud1a0 \ubc0f \uc678\uad6d \uae30\uc5c5 \ud3ec\ud568)\uc758 \uacbd\uc6b0 \ubbf8\uad6d \uc0c1\ubb34\ubd80\uc5d0 \uc2e0\uccad\uc11c\ub97c \uc81c\ucd9c\ud558\uac70\ub098 \ucd5c\uc885 \ud328\ud0a4\uc9c0\ub97c \uc2b9\uc778\ub41c OSAT \ubaa9\ub85d\uc5d0 \uc804\ub2ec\ud558\uc5ec \ubd09\uc778 \ud14c\uc2a4\ud2b8\ub97c \ubc1b\uc544\uc57c \ud569\ub2c8\ub2e4. \ucd5c\uc885 \ubd09\uc778\ub41c OSAT\uac00 \ud654\uc774\ud2b8\ub9ac\uc2a4\ud2b8\uc5d0 \ud3ec\ud568\ub418\uc9c0 \uc54a\uc740 \uacbd\uc6b0 TSMC\ub294 \ubc30\uc1a1\uc744 \uc911\ub2e8\ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ucd5c\uc2e0 BIS \ubaa9\ub85d\uc5d0 \ub530\ub974\uba74 33\uac1c\uc758 IC \uc124\uacc4 \ud68c\uc0ac\uac00 \uc2b9\uc778\uc744 \ubc1b\uc558\uc73c\uba70, \uc774 \ud68c\uc0ac\ub4e4\uc740 \uc11c\uad6c\uc758 \uc720\uba85 \ubc18\ub3c4\uccb4 \ud68c\uc0ac \ucd9c\uc2e0\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc9c0\ubc29 \ucee8\uc124\ud305\uc758 \ucd5c\uc2e0 \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74, \ub525\uc2dc\ud06c\uac00 \ub525\uc2dc\ud06c-V3 \ubc0f \ub525\uc2dc\ud06c-R1\uacfc \uac19\uc740 \ud6a8\uc728\uc801\uc778 AI \ubaa8\ub378\uc744 \ucd9c\uc2dc\ud568\uc5d0 \ub530\ub77c \ucd5c\uc885 \uace0\uac1d\uc740 AI \uc778\ud504\ub77c\uc758 \ud569\ub9ac\uc131\uc5d0 \ub354\uc6b1 \uc9d1\uc911\ud558\uace0 \ud6a8\uc728\uc801\uc778 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ucef4\ud4e8\ud305 \ubaa8\ub378\uc744 \uc120\ud638\ud558\uc5ec Gpus\uc640 \uac19\uc740 \ud558\ub4dc\uc6e8\uc5b4\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \ub0ae\ucd9c \uac83\uc785\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 CSPS\ub294 \ube44\uc6a9 \uc808\uac10\uc744 \uc704\ud574 \uc790\uccb4 ASIC \uc778\ud504\ub77c \uc0ac\uc6a9\uc744 \ud655\ub300\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. 2025\ub144 \uc774\ud6c4\uc5d0\ub294 AI \uc0b0\uc5c5\uc5d0\uc11c GPU \uce69\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ubcc0\ud654\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc911\uad6d AI \uc2dc\uc7a5\uc740 \uad6d\uc81c \uc815\uc138 \ubcc0\ud654\uc5d0 \uc801\uc751\ud558\uace0 \uad6d\ub0b4 \ub370\uc774\ud130 \uc13c\ud130 \uac74\uc124\uc758 \uc694\uad6c\ub97c \ucda9\uc871\ud558\uba70 AI \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \ub2e4\uc591\ud654 \ubc0f \uc0c1\uc6a9\ud654\ub97c \ucd09\uc9c4\ud558\uae30 \uc704\ud574 \ub3c5\ub9bd\uc801\uc778 AI \uce69 \uac1c\ubc1c\uacfc \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ucd5c\uc801\ud654\uc5d0 \uc8fc\ub825\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2.<strong><b>Reuters: OpenAI, \uccab \ubc88\uc9f8\u00a0<\/b><\/strong><strong><b>\uc62c\ud574 \uc591\uc0b0\uc6a9 \uc790\uccb4 \uac1c\ubc1c AI \uce69 \uac1c\ubc1c\u00a0<\/b><\/strong><strong><b>\ub0b4\ub144<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc18c\uc2dd\ud1b5\uc5d0 \ub530\ub974\uba74 ChatGPT \uac1c\ubc1c\uc790\ub294 \uc55e\uc73c\ub85c \uba87 \ub2ec \uc548\uc5d0 \uccab \ubc88\uc9f8 \uc790\uccb4 \uce69\uc758 \uc124\uacc4\ub97c \ub9c8\ubb34\ub9ac\ud558\uace0 \uc81c\uc870\ub97c \uc704\ud574 TSMC\uc5d0 \ubcf4\ub0bc \uacc4\ud68d\uc774\ub77c\uace0 \ub85c\uc774\ud130 \ud1b5\uc2e0\uc5d0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. \uccab \ubc88\uc9f8 \uc124\uacc4\ub97c \uc81c\uc870\ub97c \uc704\ud574 \uc6e8\uc774\ud37c \ud30c\uc6b4\ub4dc\ub9ac\ub85c \ubcf4\ub0b4\ub294 \uacfc\uc815\uc744 \"\ud50c\ub85c\uc6b0 \uc2dc\ud2b8\"\ub77c\uace0 \ud569\ub2c8\ub2e4. OpenAI\uc640 TSMC\ub294 \ub17c\ud3c9\uc744 \uac70\ubd80\ud588\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc \uc18c\uc2dd\uc5d0 \ub530\ub974\uba74 OpenAI\ub294 2026\ub144\uae4c\uc9c0 TSMC\uc5d0\uc11c \ub300\ub7c9 \uc0dd\uc0b0\ud55c\ub2e4\ub294 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\uae30 \uc704\ud574 \uc21c\uc870\ub86d\uac8c \uc9c4\ud589\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc778 \ud50c\ub85c\uc6b0 \uc2dc\ud2b8\ub294 \uc218\ucc9c\ub9cc \ub2ec\ub7ec\uc758 \ube44\uc6a9\uc774 \ub4e4\uba70, OpenAI\uac00 \uc81c\uc870 \uc18d\ub3c4\ub97c \ub192\uc774\uae30 \uc704\ud574 \ub354 \ub9ce\uc740 \ube44\uc6a9\uc744 \uc9c0\ubd88\ud558\uc9c0 \uc54a\ub294 \ud55c \uc644\uc131\ub41c \uce69\uc744 \uc0dd\uc0b0\ud558\ub294 \ub370 \uc57d 6\uac1c\uc6d4\uc774 \uac78\ub9bd\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubbf8\uad6d\uc758 OpenAI\ub294 \uc790\uccb4 \uac1c\ubc1c\ud55c AI \uce69\uc5d0 \ub300\ud574 \ub2e4\uc74c\uacfc \uac19\uc740 \ud611\ub825 \uad00\uacc4\ub97c \ub9fa\uace0 \uc788\uc2b5\ub2c8\ub2e4:<\/span><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li><span style=\"color: #000000;\">Broadcom\uacfc\uc758 \ud611\ub825: \uc120\ub3c4\uc801\uc778 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc778 Broadcom\uc740 \uce69 \uc124\uacc4\uc5d0 \ub300\ud55c \ud48d\ubd80\ud55c \uacbd\ud5d8\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. OpenAI\ub294 \uc218\uac1c\uc6d4 \ub3d9\uc548 Broadcom\uacfc \ud611\ub825\ud558\uc5ec \ucd94\ub860 \uce69 \uac1c\ubc1c\uc5d0 \uc9d1\uc911\ud574 \uc654\uc2b5\ub2c8\ub2e4. Broadcom\uc740 OpenAI\uac00 \uce69 \uc124\uacc4\ub97c \uc81c\uc870 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub9de\uac8c \uc870\uc815\ud558\uace0 \uce69\uacfc \uc2dc\uc2a4\ud15c \uac04\uc5d0 \uc815\ubcf4\ub97c \ub354 \ube60\ub974\uac8c \uc804\uc1a1\ud558\ub3c4\ub85d \uce69\uc758 \uc124\uacc4 \uc694\uc18c\ub97c \ucd5c\uc801\ud654\ud558\ub294 \ub370 \ub3c4\uc6c0\uc744 \uc8fc\uc5c8\uc73c\uba70, \uc774\ub294 \ub300\uaddc\ubaa8 AI \uc2dc\uc2a4\ud15c\uc5d0\uc11c \ub9ce\uc740 \uce69\uc774 \ud568\uaed8 \uc791\ub3d9\ud558\ub294 \ub370 \uc911\uc694\ud55c \uc694\uc18c\uc785\ub2c8\ub2e4.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><span style=\"color: #000000;\">TSMC\uc640\uc758 \ud611\ub825: \uc138\uacc4 \ucd5c\ub300\uc758 \ubc18\ub3c4\uccb4 \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4\uc778 TSMC\ub294 OpenAI\uc758 \uce69 \uc81c\uc870\ub97c \uc704\ud55c \ud575\uc2ec \ud30c\ud2b8\ub108\uc785\ub2c8\ub2e4. OpenAI\uc758 \uccab \ubc88\uc9f8 \uc790\uccb4 \uac1c\ubc1c \uce69\uc740 \uc18c\ub77c \ube44\ub514\uc624 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc704\ud574 \ud2b9\ubcc4\ud788 \uc81c\uc791\ub41c AI \uce69\uc744 \uc81c\uc870\ud558\uae30 \uc704\ud574 TSMC\uc758 A16 \uacf5\uc815\uc73c\ub85c \uc0ac\uc804 \uc8fc\ubb38\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ube0c\ub85c\ub4dc\ucef4\uc744 \ud1b5\ud574 TSMC\uc640 \uc81c\uc870 \uc5ed\ub7c9\uc744 \ud655\uc778\ud55c OpenAI\ub294 2026\ub144\uc5d0 \uccab \ubc88\uc9f8 \ub9de\ucda4\ud615 \uce69\uc744 \uc81c\uc791\ud560 \uacc4\ud68d\uc774\uc9c0\ub9cc \uc77c\uc815\uc740 \ubcc0\uacbd\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<ul>\n<li><span style=\"color: #000000;\">AMD\uc640\uc758 \ud30c\ud2b8\ub108\uc2ed: OpenAI\ub294 Microsoft\uc758 Azure \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\ub97c \ud1b5\ud574 AMD \uce69\uc744 \uc0ac\uc6a9\ud558\uace0, AMD\uc758 \uc0c8\ub85c\uc6b4 MI300X \uce69\uc73c\ub85c \ud6c8\ub828 \ubc0f \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\ub97c \ub2e4\uc591\ud654\ud558\uc5ec \uc5d4\ube44\ub514\uc544\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \ub354\uc6b1 \ub0ae\ucd9c \uacc4\ud68d\uc785\ub2c8\ub2e4.<\/span><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">3. <strong><b>2025\ub144\uae4c\uc9c0 \ud30c\uc6b4\ub4dc\ub9ac \uc131\uc7a5\ub960, AI\uc640 \ucca8\ub2e8 \uacf5\uc815\uc774 \ud575\uc2ec \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uba70 20%\ub85c \ub454\ud654\ub420 \uc804\ub9dd<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uce74\uc6b4\ud130\ud3ec\uc778\ud2b8 \ub9ac\uc11c\uce58\uc758 \uc608\uce21\uc5d0 \ub530\ub974\uba74, 2025\ub144 \uce69 \ud30c\uc6b4\ub4dc\ub9ac\uc758 \uc131\uc7a5\ub960\uc740 20%\uc5d0 \ub2ec\ud560 \uac83\uc774\uba70, \uc8fc\ub85c TSMC\uc640 AI \ubb3c\uacb0\uc744 \ud0c0\uace0 \uc788\ub294 \uc18c\uaddc\ubaa8 \uacbd\uc7c1\uc5c5\uccb4\ub4e4\uc774 \uc8fc\ub3c4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774 \uc608\uce21\uc740 \uc791\ub144\ubcf4\ub2e4 \uc131\uc7a5\uc138\uac00 \uc57d\uac04 \ub454\ud654\ub420 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uce69 \uc0b0\uc5c5\uc758 \ud30c\uc6b4\ub4dc\ub9ac \ubd80\ubb38\uc740 2024\ub144\uc5d0 22% \uc131\uc7a5\ud588\uc73c\uba70, \uc8fc\ub85c 2023\ub144\uc758 \uce68\uccb4\uc5d0\uc11c \ubc18\ub4f1\ud55c \ub355\uc744 \ubd24\ub2e4\uace0 \ubd84\uc11d\uac00\ub4e4\uc740 \ub9d0\ud588\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uce74\uc6b4\ud130\ud3ec\uc778\ud2b8\uc758 \uc560\ub110\ub9ac\uc2a4\ud2b8 \uc544\ub2f4 \ucc3d\uc740 EBusiness\uc758 \uc790\ub9e4 \ud50c\ub7ab\ud3fc\uc778 EE Times\uc640\uc758 \uc778\ud130\ubdf0\uc5d0\uc11c \uc774\ub807\uac8c \ub9d0\ud588\uc2b5\ub2c8\ub2e4: \"2025\ub144\uc5d0\ub294 \uc804\uccb4 \ud30c\uc6b4\ub4dc\ub9ac \uac00\ub3d9\ub960\uc774 \uc57d 80%\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uace0\uae09 \ub178\ub4dc\uc758 \uac00\ub3d9\ub960\uc774 \uc131\uc219 \ub178\ub4dc\ubcf4\ub2e4 \ub192\uc744 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uc911\uad6d\uc758 \ud604\uc9c0\ud654 \ub178\ub825\uc5d0 \ud798\uc785\uc5b4 \uc911\uad6d \ub0b4 \uc131\uc219\ud55c \ub178\ub4dc \ud30c\uc6b4\ub4dc\ub9ac\uc758 \uc218\uc694\ub294 \uc911\uad6d \uc678 \uc9c0\uc5ed\ubcf4\ub2e4 \ub354 \uac15\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.\"<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub610\ud55c \uc7a5\uc740 \ud558\uc774\uc5d4\ub4dc \uc2a4\ub9c8\ud2b8\ud3f0 \uc218\uc694\uc640 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uae30\uc5c5\uc758 AI \uad00\ub828 \uc8fc\ubb38\uc774 \uae09\uc99d\ud558\uba74\uc11c TSMC\uc758 \uace0\uae09 \ub178\ub4dc(5\/4nm \ubc0f 3nm)\uc758 \uc5c5\uacc4 \uac00\ub3d9\ub960\uc774 90% \uc774\uc0c1\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud588\uc2b5\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\uc774\ub780 \uad11\ubc94\uc704\ud55c \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305 \ubc0f \ub370\uc774\ud130 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 Amazon, Microsoft, Google\uacfc \uac19\uc740 \uae30\uc5c5\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uce74\uc6b4\ud130\ud3ec\uc778\ud2b8\uc758 \uc608\uce21\uc5d0 \ub530\ub974\uba74 2025\ub144 \uc774\ud6c4 \ud30c\uc6b4\ub4dc\ub9ac \uc0b0\uc5c5\uc740 \uafb8\uc900\ud55c \uc131\uc7a5\uc138\ub97c \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2025\ub144\ubd80\ud130 2028\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc740 13%-15%\ub85c \ub454\ud654\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc774\ub7ec\ud55c \uc7a5\uae30\uc801\uc778 \uc131\uc7a5\uc740 \uc8fc\ub85c 3\ub098\ub178, 2\ub098\ub178 \uc774\ud558\uc758 \ucca8\ub2e8 \ub178\ub4dc \uae30\uc220 \uac1c\ubc1c\uacfc CoWoS \ubc0f 3D \ud1b5\ud569\uacfc \uac19\uc740 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220\uc758 \ucc44\ud0dd\uc774 \uac00\uc18d\ud654\ub418\uc5c8\uae30 \ub54c\ubb38\uc774\ub77c\uace0 \ubcf4\uace0\uc11c\ub294 \uc124\uba85\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220 \ubc1c\uc804\uc740 \uc8fc\ub85c \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ubc0f \uc778\uacf5 \uc9c0\ub2a5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \ud5a5\ud6c4 3~5\ub144 \ub3d9\uc548 \uc5c5\uacc4 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4. \uce74\uc6b4\ud130\ud3ec\uc778\ud2b8\ub294 TSMC\uac00 \uae30\uc220\uc801 \uac15\uc810\uc744 \ubc14\ud0d5\uc73c\ub85c \uc5c5\uacc4 \ud2b8\ub80c\ub4dc\ub97c \ud615\uc131\ud558\uba74\uc11c \uacc4\uc18d\ud574\uc11c \uc5c5\uacc4\ub97c \uc120\ub3c4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">TSMC\ub294 \uc804 \uc138\uacc4 \uc704\ud0c1 \uc81c\uc870 \uc2dc\uc7a5\uc758 60% \uc774\uc0c1\uc744 \uc810\uc720\ud558\uace0 \uc788\uc73c\uba70, \uc0bc\uc131\uacfc \uc778\ud154\uc774 \uadf8 \ub4a4\ub97c \uc787\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC\ub294 2025\ub144 \uc790\ubcf8 \uc9c0\ucd9c\uc5d0 \uc791\ub144\uc758 1\uc870 4,298\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c \uc99d\uac00\ud55c 1\uc870 4,380\uc5b5~1\uc870 4,200\uc5b5 \ub2ec\ub7ec\ub97c \uc9c0\ucd9c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc5c5\uacc4 \uadf8\ub8f9\uc778 SEMI\uc758 \uc608\uce21\uc5d0 \ub530\ub974\uba74 \uce69 \ud30c\uc6b4\ub4dc\ub9ac\ub294 \uacc4\uc18d\ud574\uc11c \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uad6c\ub9e4\ub97c \uc8fc\ub3c4\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774 \uadf8\ub8f9\uc5d0 \ub530\ub974\uba74 \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uacc4\ub294 \uc62c\ud574 \uc5f0\uac04 10.9%\uc758 \ube44\uc728\ub85c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd94\uac00\ud558\uc5ec 2024\ub144 \uc6d4 1,130\ub9cc \uac1c\uc758 \uc6e8\uc774\ud37c\uc5d0\uc11c 2025\ub144\uc5d0\ub294 1,260\ub9cc \uac1c\uc758 \uc6e8\uc774\ud37c\ub97c \uc0dd\uc0b0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">4. <strong><b>Smic\uc758 2024\ub144 \ub9e4\ucd9c\uc740 301\uc870 3,000\uc5b5 \ub2ec\ub7ec\ub85c \ucc98\uc74c\uc73c\ub85c 1\uc870 4,000\uc5b5 \ub2ec\ub7ec\ub97c \ub3cc\ud30c\ud588\uc73c\uba70, 2025\ub144 \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4\ub294 \ub3d9\uc885 \uc5c5\uccb4\ub97c \ub2a5\uac00\ud558\ub294 \uc2e4\uc801\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">Smic\uc740 2\uc6d4 11\uc77c \uc7a5 \ub9c8\uac10 \ud6c4 2024\ub144 4\ubd84\uae30 \ubbf8\uac10\uc0ac \uc2e4\uc801\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubc1c\ud45c\uc5d0 \ub530\ub974\uba74 2024\ub144 4\ubd84\uae30 SMIC\uc758 \ud310\ub9e4 \uc218\uc775\uc740 \uc57d 159\uc5b5 1,700\ub9cc \uc704\uc548\uc73c\ub85c \uc804\ub144 \ub300\ube44 31%, \uc804\ubd84\uae30 \ub300\ube44 1.7% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. 2024\ub144 \uc5f0\uac04 SMIC\uc758 \ud310\ub9e4 \uc218\uc775\uc740 2023\ub144 \ub300\ube44 27.7% \uc99d\uac00\ud55c 577\uc5b5 9,600\ub9cc \uc704\uc548(1\uc870 4,803\uc5b5 \uc6d0)\uc73c\ub85c, SMIC\uc758 \uc5f0\uac04 \uc218\uc775\uc774 1\uc870 4,803\uc5b5 \uc6d0\uc744 \ub3cc\ud30c\ud55c \uac83\uc740 \uc774\ubc88\uc774 \ucc98\uc74c\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2024\ub144 SMIC\uc758 \ud3c9\uade0 \uc6a9\ub7c9 \uac00\ub3d9\ub960\uc740 85.6%\uc600\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 SMIC\uc758 \uacf5\ub3d9 CEO\uc778 \uc790\uc624\ud558\uc774\uc954\uc774 \uc774\uc804\uc5d0 \uc608\uc0c1\ud588\ub358 \ub300\ub85c 2024\ub144 4\ubd84\uae30\uc5d0 \uc2e0\uaddc \uc6a9\ub7c9\uc774 \ucd94\uac00\ub418\uace0 \ud574\ub2f9 \uc6a9\ub7c9\uc744 \uac80\uc99d\ud558\ub294 \ub370 \uc2dc\uac04\uc774 \ud544\uc694\ud588\uae30 \ub54c\ubb38\uc5d0 \ud574\ub2f9 \ubd84\uae30\uc5d0\ub294 \uc6a9\ub7c9 \uac00\ub3d9\ub960\uacfc \ucd9c\ud558\ub7c9\uc5d0 \uc601\ud5a5\uc744 \ubbf8\ucce4\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubc1c\ud45c\uc5d0 \ub530\ub974\uba74 2024\ub144 3\ubd84\uae30 \ub9d0 884,200\uac1c(8\uc778\uce58 \ud45c\uc900 \ub85c\uc9c1 \uae30\uc900)\uc600\ub358 \uc6d4 \uc0dd\uc0b0\ub7c9\uc740 2024\ub144 4\ubd84\uae30 \ub9d0 947,600\uac1c\ub85c \ub354\uc6b1 \ub298\uc5b4\ub0a0 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">3\ubd84\uae30 90.4%\uc5d0\uc11c 4\ubd84\uae30 85.5%\ub85c \uc6a9\ub7c9 \uac00\ub3d9\ub960\uc774 \uac10\uc18c\ud588\uc73c\uba70, 4\ubd84\uae30\uc5d0\ub294 8\uc778\uce58 \ud45c\uc900 \ub85c\uc9c1\uc5d0 \ud574\ub2f9\ud558\ub294 \uc6e8\uc774\ud37c\ub97c \uc804 \ubd84\uae30 \ub300\ube44 \uc57d 6.1% \uac10\uc18c\ud55c 199\ub9cc \uc7a5 \ud310\ub9e4\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc2e0\uaddc \uacf5\uc7a5 \uac00\ub3d9\uc73c\ub85c \uc778\ud574 2024\ub144 4\ubd84\uae30\uc5d0 SMIC\uc758 \uc790\ubcf8 \uc9c0\ucd9c\uc740 3\ubd84\uae30\ubcf4\ub2e4 \uc57d 10\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec \uc99d\uac00\ud55c 16\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc9d1\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. 2024\ub144 \ud55c \ud574 \ub3d9\uc548 SMIC\uc758 \uc790\ubcf8 \uc9c0\ucd9c\uc740 \uc57d 10\uc870 4\ucc9c 7\ubc31 3\uc2ed\uc5b5 \ub2ec\ub7ec\uc600\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc774\uc5d0 \uc0c1\uc751\ud558\ub294 \uc790\ubcf8 \uac10\uac00\uc0c1\uac01 \ubc0f \uc0c1\uac01\ub3c4 \uc99d\uac00\ud558\uc5ec 2024\ub144 4\ubd84\uae30 \uac10\uac00\uc0c1\uac01 \ubc0f \uc0c1\uac01\uc561\uc740 \uc804\ubd84\uae30 \ub300\ube44 2.2% \uc99d\uac00\ud55c 10\uc5b5 4,849\ub9cc \ub2ec\ub7ec\uc600\uc2b5\ub2c8\ub2e4. 2024\ub144 \uc804\uccb4 \uac10\uac00\uc0c1\uac01 \ubc0f \uc0c1\uac01\uc561\uc740 \uc804\ub144 \ub300\ube44 21.3% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub9e4\ucd9c \uce21\uba74\uc5d0\uc11c\ub294 \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc911\uad6d \uc2dc\uc7a5\uc758 \uc911\uc694\uc131\uc774 \ub354\uc6b1 \ucee4\uc84c\uc2b5\ub2c8\ub2e4. 2024\ub144 4\ubd84\uae30 \uc911\uad6d\uc758 \ub9e4\ucd9c \ube44\uc911\uc740 3\ubd84\uae30 86.41%\uc5d0\uc11c 89.11%\ub85c \ub354\uc6b1 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \ubbf8\uad6d\uacfc \uc720\ub77c\uc2dc\uc544\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">22\/28nm, 40nm \uacf5\uc815\uc740 \uc601\ud5a5\uc744 \ub35c \ubc1b\uc9c0\ub9cc 55nm \uc774\uc0c1 \uacf5\uc815\uc740 \uc0c1\ub300\uc801\uc73c\ub85c \ud070 \uc601\ud5a5\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. \uacf5\uc815 \uc131\uc219\ub3c4, \uc6a9\ub7c9 \uacf5\uae09 \uc548\uc815\uc131 \ub4f1\uc5d0 \ub300\ud55c \uce69 \uc124\uacc4 \uc5c5\uacc4\uc758 \uc694\uad6c \uc0ac\ud56d\uc73c\ub85c \uc778\ud574 \ub300\ud615 \ud339\uc740 \uc8fc\ubb38 \ud655\ubcf4\uc5d0 \uc788\uc5b4 \uc0c1\ub2f9\ud55c \uc774\uc810\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc774 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74 2025\ub144\uc5d0\ub294 AI\uac00 \uc6e8\uc774\ud37c \ud30c\uc6b4\ub4dc\ub9ac \uc218\uc694\uc758 \uc911\uc694\ud55c \uacac\uc778 \uc694\uc778\uc774 \ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">5. <b><\/b><strong><b>\ub525\uc2dc\ud06c\uac00 \uc2a4\ud06c\ub9b0\uc744 \uac15\ud0c0\ud55c \uc911\uad6d \ub300\ud615 \ubaa8\ub378, \ud574\uc678 AI \ud638\uc218\ub97c \ub4a4\ud754\ub4e4\ub2e4<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uacf5\uac1c\ub41c \uc815\ubcf4\uc5d0 \ub530\ub974\uba74 \uc911\uad6d\uc758 AI \uc2a4\ud0c0\ud2b8\uc5c5\uc778 \ub525\uc2dc\ud06c\ub294 2023\ub144 5\uc6d4\uc5d0 \uc124\ub9bd\ub418\uc5c8\uc73c\uba70, \ub300\ud615 \ubaa8\ub378 \uc2a4\ud0c0\ud2b8\uc5c5\uc785\ub2c8\ub2e4. \ucc3d\ub9bd \ubc18\ub144 \ub9cc\uc5d0 \ub525\uc2dc\ud06c\ub294 \ubb34\ub8cc \uc0c1\uc6a9 \uc624\ud508\uc18c\uc2a4 \ub300\ud615 \ucf54\ub4dc \ubaa8\ub378\uc778 \ub525\uc2dc\ud06c \ucf54\ub354\ub97c \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4. 2024\ub144 5\uc6d4\uc5d0\ub294 \ucd94\ub860 \ube44\uc6a9\uc744 \uac70\uc758 100\ubc30\ub098 \uc808\uac10\ud55c \uc624\ud508 \uc18c\uc2a4 \ubaa8\ub378\uc778 DeepSeek V2\ub97c \ucd9c\uc2dc\ud558\uba70 \uc774\ub984\uc744 \uc54c\ub838\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2024\ub144 12\uc6d4 27\uc77c, \ub525\uc2dc\ud06c\ub294 \uc624\ud508 \uc18c\uc2a4 \ubaa8\ub378\uc778 \ub525\uc2dc\ud06c V3\ub97c \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub2f9\uc2dc \ub525\uc2dc\ud050\uc5b4-V3\ub294 \ud574\uc678 \ub300\ud615 \ubaa8\ub378 \ub7ad\ud0b9 \uc544\ub808\ub098\uc5d0\uc11c \uc804\uccb4 \ubaa8\ub378 \uc911 7\uc704, \uc624\ud508\uc18c\uc2a4 \ubaa8\ub378 \uc911 1\uc704\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ub610\ud55c, DeepSeek-V3\ub294 \uae00\ub85c\ubc8c \uc0c1\uc704 10\uac1c \ubaa8\ub378 \uc911 \uac00\uc7a5 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \ubaa8\ub378\uc774\uc5c8\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2025\ub144 1\uc6d4 20\uc77c, DeepSeek\ub294 R1 \ucd94\ub860 \ubaa8\ub378\uc744 \uacf5\uc2dd\uc801\uc73c\ub85c \uc624\ud508 \uc18c\uc2a4\ud654\ud588\uc2b5\ub2c8\ub2e4. \uc131\ub2a5 \uc815\ub82c DeepSeek-R1\uc758 \uacf5\uc2dd \ubc84\uc804\uc778 OpenAI-o1\uc740 \ud559\uc2b5 \ud6c4 \ub2e8\uacc4\uc5d0\uc11c \ub300\uaddc\ubaa8\ub85c \uac15\ud654 \ud559\uc2b5 \uae30\uc220\uc744 \uc0ac\uc6a9\ud558\uc5ec \ub808\uc774\ube14\uc774 \uac70\uc758 \uc5c6\ub294 \ub370\uc774\ud130\uc758 \uacbd\uc6b0 \ubaa8\ub378\uc758 \ucd94\ub860 \ub2a5\ub825\uc744 \ud06c\uac8c \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uc218\ud559, \ucf54\ub4dc, \uc790\uc5f0\uc5b4 \ucd94\ub860 \ubc0f \uae30\ud0c0 \uc791\uc5c5\uc5d0\uc11c OpenAI o1\uacfc \ube44\uc2b7\ud55c \uc131\ub2a5\uc744 \ubc1c\ud718\ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc54c\ud30c\uace0\uac00 \uac15\ud654 \ud559\uc2b5\uc744 \uc774\uc6a9\ud574 \uc218\ub9ce\uc740 \ubc14\ub451 \ub300\uad6d\uc744 \uce58\ub974\uba70 \uc2b9\ub9ac\ub97c \uc704\ud55c \uc804\ub7b5\uc744 \ucd5c\uc801\ud654\ud55c \uac83\ucc98\ub7fc, \ub525\uc2dc\ud06c\ub294 \uc9c0\uae08\uae4c\uc9c0 \uc0b0\uc5c5 \uc5f0\uad6c\uc758 \uc911\uc694\ud55c \uc601\uc5ed\uc774\uc5c8\uc9c0\ub9cc \uc911\uc694\ud55c \ub17c\ubb38\uc774 \uc5c6\uc5c8\ub358 \ucd94\ub860 \ubaa8\ub378\ub9c1 \uc5f0\uad6c\uc5d0 \uc911\uc694\ud55c \uc804\ud658\uc810\uc744 \ub9c8\ub828\ud55c \uac83\uc73c\ub85c \ud3c9\uac00\ubc1b\uace0 \uc788\uc73c\uba70, 2025\ub144\uc774 \uac15\ud654 \ud559\uc2b5\uc758 \uc6d0\ub144\uc774 \ub420 \uc218 \uc788\ub3c4\ub85d \ub525\uc2dc\ud06c\ub294 \ub3d9\uc77c\ud55c \uc811\uadfc \ubc29\uc2dd\uc744 \uc0ac\uc6a9\ud574 \uc5ed\ub7c9\uc744 \uac15\ud654\ud560 \uac83\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">1\uc6d4 24\uc77c, \ub525\uc11c\uce58 R1 \ubca4\uce58\ub9c8\ud06c\ub294 Arena\uc758 \ub300\ud615 \ubaa8\ub378 \uc804\uccb4 \uce74\ud14c\uace0\ub9ac\uc5d0\uc11c 3\uc704\uc5d0 \uc62c\ub790\uc73c\uba70, \uc2a4\ud0c0\uc77c\ucee8\ud2b8\ub864 \uce74\ud14c\uace0\ub9ac\uc5d0\uc11c\ub294 OpenAI o1\uacfc \uacf5\ub3d9 1\uc704\uc5d0 \uc62c\ub790\uc2b5\ub2c8\ub2e4. Arena \uc810\uc218\ub294 1357\uc810\uc73c\ub85c OpenAI o1\uc758 1352\uc810\uc744 \uc57d\uac04 \uc55e\uc130\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">DeepSeek-V3\ub294 \ub2e4\ub978 \uc0c1\uc704 \ubaa8\ub378\uc758 \ud559\uc2b5 \ube44\uc6a9\ubcf4\ub2e4 \ud6e8\uc52c \uc801\uc740 $5.576\ub9cc \ub2ec\ub7ec\uc758 \ube44\uc6a9\uc73c\ub85c 2,048\uac1c\uc758 H800 Gpus\ub9cc\uc744 \uc0ac\uc6a9\ud558\uc5ec 671\uc5b5 \uac1c\uc758 \ub9e4\uac1c\ubcc0\uc218 \ubaa8\ub378 \ud559\uc2b5\uc744 \uc644\ub8cc\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ucc38\uace0\ub85c \uc2a4\ud0e0\ud3ec\ub4dc \ub300\ud559\uad50\uc640 \uc5d0\ud3ec\ud06c AI\uc758 \uc5f0\uad6c\uc6d0\ub4e4\uc740 \uc791\ub144 \uc911\ubc18\uc5d0 2027\ub144\uae4c\uc9c0 \uac00\uc7a5 \ud070 \ubaa8\ub378\uc744 \ud6c8\ub828\ud558\ub294 \ub370 1\uc870 4\ucc9c\uc5b5 \ub2ec\ub7ec\uac00 \ub118\ub294 \ube44\uc6a9\uc774 \ub4e4 \uac83\uc774\ub77c\ub294 \uc5f0\uad6c \uacb0\uacfc\ub97c \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \ub610\ud55c \uc81c3\uc790 \ub9ac\uc11c\uce58 \uae30\uad00\uc778 \uac00\ud2b8\ub108\ub294 \uad6c\uae00, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, AWS\uc640 \uac19\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uae30\uc5c5\ub4e4\uc774 2028\ub144\uae4c\uc9c0 AI \uc11c\ubc84\uc5d0\ub9cc 1\uc870 4,500\uc5b5 \ub2ec\ub7ec\ub97c \uc9c0\ucd9c\ud560 \uac83\uc73c\ub85c \uc608\uce21\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub530\ub77c\uc11c \ub9ce\uc740 \uae30\uc5c5\ub4e4\uc740 \ub525\uc2dc\ud06c\uc758 \uc800\ub834\ud55c \ube44\uc6a9\uc73c\ub85c \uc778\ud574 \ub300\ud615 \ubaa8\ub378\uc5d0 \ub300\ud55c \ucef4\ud4e8\ud305 \ud30c\uc6cc \ud22c\uc790 \uc218\uc694\uac00 \uce21\uba74 \ucd94\ub860 \ud6c8\ub828, \uc989 \ucd94\ub860 \ucef4\ud4e8\ud305 \ud30c\uc6cc\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ud5a5\ud6c4 \uc8fc\uc694 \uc6d0\ub3d9\ub825\uc774 \ub420 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uc640 \uac19\uc740 \ud558\ub4dc\uc6e8\uc5b4 \uacf5\uae09\uc5c5\uccb4\uc758 \uc804\ud1b5\uc801\uc778 \uc7a5\uc810\uc740 \ud6c8\ub828 \uce21\uba74\uc5d0 \ub354 \uc9d1\uc911\ub418\uc5b4 \uc788\uc73c\uba70, \uc774\ub294 \uc2dc\uc7a5 \uc9c0\uc704\uc640 \uc804\ub7b5\uc801 \ubc30\uce58\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uba54\ud0c0\uc758 \uc218\uc11d AI \uacfc\ud559\uc790\uc778 \uc580 \ub808\ucfe4\uc740 \ub525\uc11c\uce58-R1\uc758 \ucd9c\uc2dc\ub294 \uc911\uad6d \uae30\uc5c5\uc774 AI \ubd84\uc57c\uc5d0\uc11c \ubbf8\uad6d \uae30\uc5c5\uc744 \ub2a5\uac00\ud55c\ub2e4\ub294 \uc758\ubbf8\uac00 \uc544\ub2c8\ub77c \uc624\ud508\uc18c\uc2a4 \ub300\ud615 \ubaa8\ub378\uc774 \ud3d0\uc1c4\ud615 \uc18c\uc2a4\ub97c \ub2a5\uac00\ud558\uace0 \uc788\ub2e4\ub294 \uc758\ubbf8\ub77c\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>TSMC \uacf5\uae09 \uc911\ub2e8, 16 \ubc0f 14nm \uc774\ud558 \uacf5\uc815\uc740 \uc5c4\uaca9\ud558\uac8c \uc81c\ud55c\ub429\ub2c8\ub2e4.<\/p>","protected":false},"author":4,"featured_media":2754,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[36],"tags":[298,307,286],"acf":[],"_links":{"self":[{"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/posts\/2753"}],"collection":[{"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/comments?post=2753"}],"version-history":[{"count":0,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/posts\/2753\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/media\/2754"}],"wp:attachment":[{"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/media?parent=2753"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/categories?post=2753"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/tags?post=2753"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}