{"id":2859,"date":"2025-05-30T14:56:44","date_gmt":"2025-05-30T06:56:44","guid":{"rendered":"https:\/\/www.siproin-ic.com\/?p=2859"},"modified":"2025-05-30T14:59:32","modified_gmt":"2025-05-30T06:59:32","slug":"%e3%80%90monthly-semiconductor-industry-news%e3%80%91-may-2025","status":"publish","type":"post","link":"https:\/\/www.siproin-ic.com\/ko\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91-may-2025\/","title":{"rendered":"\uc6d4\uac04 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \ub274\uc2a4] 5\uc6d4 2025"},"content":{"rendered":"<h1><span style=\"font-size: 12pt; color: #000000;\"><strong>1<\/strong><strong>. \uce69 \uac70\uc778\ub4e4\uc774 4\ub300 \uc8fc\uc694 \uc2dc\uc7a5\uc744 \uc7a5\uc545\ud558\ub2e4! <\/strong><\/span><\/h1>\n<p><span style=\"color: #000000;\">\ud2b8\ub80c\ub4dc\ud3ec\uc2a4 \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74, \uc138\uacc4 10\ub300 \uce69 \uc124\uacc4\uc5c5\uccb4\uc758 2024\ub144 \ucd1d \ub9e4\ucd9c\uc740 \uc57d 1\uc870 4,498\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc774\uba70, \uc0c1\uc704 5\uac1c \uc5c5\uccb4\uac00 \ucd1d \ub9e4\ucd9c\uc758 901\uc870 3,000\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud604\uc7ac \uc5d4\ube44\ub514\uc544, AMD, \ud004\ucef4, \ubbf8\ub514\uc5b4\ud14d \ub4f1 IC \uc124\uacc4 \ub300\uae30\uc5c5\uc740 \ud734\ub300\ud3f0, AI PC, \uc790\ub3d9\ucc28, \uc11c\ubc84 \ub4f1 4\ub300 \ud575\uc2ec \uc2dc\uc7a5\uc744 \uc911\uc2ec\uc73c\ub85c \ud65c\ubc1c\ud788 \uc804\uac1c\ud558\uace0 \uc788\uc73c\uba70, \ub3d9\uc2dc\uc5d0 AI\uac00 \uc8fc\ub3c4\ud558\ub294 \uace0\uc131\ub2a5 \uce69 \uc218\uc694 \uc99d\uac00\uc640 \uce58\uc5f4\ud55c \uc2dc\uc7a5 \uacbd\uc7c1\uc73c\ub85c \uc778\ud574 \uc0b0\uc5c5 \uccb4\uc778 \ud611\uc5c5\uacfc \ud611\ub825\uc758 \ucd94\uc138\uac00 \ub69c\ub837\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uacbd\uc7c1\uc774 \uc2ec\ud654\ub428\uc5d0 \ub530\ub77c AI \uae30\ubc18 \uce69\uc758 \uc131\ub2a5\uc774 \ud06c\uac8c \ud5a5\uc0c1\ub418\uc5c8\uc73c\uba70 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc5d0\uc11c \ud328\ud0a4\uc9d5, \ud30c\uc6b4\ub4dc\ub9ac \ubc0f \uc124\uacc4\uc758 \uacf5\ub3d9 \uac1c\ubc1c \ucd94\uc138\uac00 \ub69c\ub837\ud558\uc5ec \uce69 \uc544\ud0a4\ud14d\ucc98 \ubc0f \uc131\ub2a5\uc758 \ud55c\uacc4\ub97c \uacc4\uc18d \ud0d0\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ud604\uc7ac \uce69 \uc124\uacc4 \ud68c\uc0ac\uc640 \uc6e8\uc774\ud37c \ud30c\uc6b4\ub4dc\ub9ac \uac04\uc758 \ud611\uc5c5\uc740 \uac00\uc7a5 \uae30\ubcf8\uc801\uc778 \ubaa8\ub378\uc774\uba70, \uc5d4\ube44\ub514\uc544, \ud004\ucef4, AMD, \ubbf8\ub514\uc5b4\ud14d\uacfc \uac19\uc740 \uce69 \uc124\uacc4 \ud68c\uc0ac\ub294 \uce69 \uc81c\ud488\uc744 \uc0dd\uc0b0\ud558\uae30 \uc704\ud574 TSMC, \uc0bc\uc131, GF, UMC \ubc0f \uae30\ud0c0 \uc6e8\uc774\ud37c \ud30c\uc6b4\ub4dc\ub9ac\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uae30\uc220\uc758 \ubc1c\uc804\uacfc \ud568\uaed8 \ubc18\ub3c4\uccb4 \uc5c5\uacc4\uc758 \ud611\ub825\uc740 \ud2b9\ud788 \ucca8\ub2e8 \ub178\ub4dc \ubc0f \ud328\ud0a4\uc9d5 \uae30\uc220\uc5d0\uc11c \ub354\uc6b1 \uae34\ubc00\ud55c \ud611\uc5c5 \ucd5c\uc801\ud654\ub97c \ud5a5\ud574 \ub098\uc544\uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uae30\uc874\uc758 \ubaa8\ub180\ub9ac\uc2dd \uc2dc\uc2a4\ud15c \uc628 \uce69(SoC)\uc740 \ud655\uc7a5 \uce21\uba74\uc5d0\uc11c \ubb3c\ub9ac\uc801 \ud55c\uacc4\uc5d0 \ub2e4\ub2e4\ub974\uace0 \uc788\uc73c\uba70, \uc124\uacc4 \ubc0f \uc81c\uc870 \ube44\uc6a9\uacfc \uc5b4\ub824\uc6c0\uc774 \ud06c\uac8c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc131\ub2a5\uacfc \ud1b5\ud569\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \uac1c\uc120\ud558\uae30 \uc704\ud574 \uc5c5\uacc4\uc5d0\uc11c\ub294 3D \uc9d1\uc801 \ud68c\ub85c(3D-IC), \uce69\ub81b, \uc774\uae30\uc885 \ud1b5\ud569\uacfc \uac19\uc740 \uace0\uae09 \uc194\ub8e8\uc158\uc73c\ub85c \ub208\uc744 \ub3cc\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220\uc5d0\ub294 \uc124\uacc4, \ud504\ub85c\uc138\uc2a4, \ud328\ud0a4\uc9d5, \uc2dc\uc2a4\ud15c \ub4f1 \uc5ec\ub7ec \uc601\uc5ed\uc5d0 \uac78\uce5c \uc804\ubb38 \uc9c0\uc2dd\uc758 \uacf5\ub3d9 \ucd5c\uc801\ud654\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uace0\ubc00\ub3c4 \uc778\ud130\ucee4\ub125\ud2b8\ub97c \ub2ec\uc131\ud558\uace0 \ubcf5\uc7a1\ud55c \uba40\ud2f0\uce69 \uc2dc\uc2a4\ud15c\uc758 \uc5f4 \ud6a8\uacfc\ub97c \uad00\ub9ac\ud558\ub824\uba74 \ub514\uc790\uc778 \ud558\uc6b0\uc2a4, \ud30c\uc6b4\ub4dc\ub9ac, \ud328\ud0a4\uc9d5 \ud339 \uac04\uc758 \uae34\ubc00\ud55c \ud611\ub825\uc774 \ud544\uc694\ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub610\ud55c, AI \ubc0f HPC \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \ud3ed\ubc1c\uc801\uc778 \uc131\uc7a5\uc73c\ub85c \uc778\ud574 \uace0\uc131\ub2a5\uc758 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \uc804\uc6a9 \uce69(GPU, NPU, AI \uac00\uc18d\uae30)\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ub9e4\uc6b0 \ub192\uc544\uc84c\uc2b5\ub2c8\ub2e4. \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \uc2dc\uc2a4\ud15c \uacf5\uae09\uc5c5\uccb4(\uc608: \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4, \uc790\ub3d9\ucc28 \uc81c\uc870\uc5c5\uccb4)\ub294 \ud2b9\uc815 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc704\ud55c \ub9de\ucda4\ud615 \ub610\ub294 \ubc18\ub9de\ucda4\ud615 \uce69 \uc194\ub8e8\uc158\uc744 \uc810\uc810 \ub354 \ub9ce\uc774 \ucc3e\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uce69 \uc124\uacc4 \ud68c\uc0ac, \ud30c\uc6b4\ub4dc\ub9ac, \uc2ec\uc9c0\uc5b4 \ucd5c\uc885 \uace0\uac1d \uac04\uc758 \uae34\ubc00\ud55c \ud611\ub825 \uad00\uacc4\ub97c \uc9c1\uc811\uc801\uc73c\ub85c \uc720\ub3c4\ud558\uba70 \uc2dc\uc2a4\ud15c\uacfc \uae30\uc220\uc758 \uacf5\ub3d9 \ucd5c\uc801\ud654\ub97c \ub2ec\uc131\ud558\ub294 \uac83\uc774 \uc774\ub7ec\ud55c \uc694\uad6c\ub97c \ucda9\uc871\uc2dc\ud0a4\ub294 \uc5f4\uc1e0\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uae00\ub85c\ubc8c \uce69 \uc2dc\uc7a5\uc5d0\ub294 \ub3c4\uc804\uacfc \uae30\ud68c\uac00 \uacf5\uc874\ud558\uace0, \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \uccb4\uc778\uc758 \ud575\uc2ec \uc778 \uce69 \uc124\uacc4\ub294 \uc0c8\ub85c\uc6b4 \uae30\uc220 \ubc0f \uc0dd\ud0dc \ubaa8\ub378 \ubcc0\ud654\ub97c \uc774\ub04c\uace0 \uc788\uc73c\uba70,\uc774 \ud654\uc57d\uc5c6\ub294 \uc804\uc7c1\uc740 \ud734\ub300\ud3f0, AI PC, \uc790\ub3d9\ucc28 \ubc0f \uc11c\ubc84 \ubd84\uc57c\uc5d0\uc11c \ubc8c\uc5b4\uc9c0\uace0 \uc788\uc73c\uba70 \uae30\uc220 \ud601\uc2e0, \uc81c\ud488 \ubc18\ubcf5 \ubc0f \uc0b0\uc5c5 \uccb4\uc778 \ud611\uc5c5\uc740 \uc81c\uc870\uc5c5\uccb4\uc5d0\uac8c \uc911\uc694\ud55c \"\ubb34\uae30\"\uc785\ub2c8\ub2e4. \uac70\uc778\ub4e4\uc758 \uac8c\uc784 \uc18d\uc5d0\uc11c \uce69 \uc124\uacc4\uc640 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \uccb4\uc778\uc5d0 \uc5b4\ub5a4 \uc0c8\ub85c\uc6b4 \ubcc0\ud654\uac00 \uc77c\uc5b4\ub0a0\uae4c\uc694? \ub450\uace0 \ubcfc \uc77c\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>2. 2025\ub144 DRAM \ubc0f \ub0b8\ub4dc \ud50c\ub798\uc2dc \uc2dc\uc7a5 \uc804\ub9dd<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">DRAM \uba54\ubaa8\ub9ac<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc2dc\uc7a5 \uaddc\ubaa8: \uad00\ub828 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 2024\ub144 DRAM \ub9e4\ucd9c\uc740 \uc804\ub144 \ub300\ube44 751% \uc99d\uac00\ud55c 1\uc870 4,907\uc5b5 \ub2ec\ub7ec, 2025\ub144 \ub9e4\ucd9c\uc740 \uc5f0\uac04 \uc57d 511% \uc99d\uac00\ud55c 1\uc870 4,365\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc131\uc7a5 \uc694\uc778: \uccab\uc9f8, AI \uc11c\ubc84\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ud3ed\ubc1c\uc801\uc73c\ub85c \uc99d\uac00\ud558\uace0 \ub370\uc774\ud130\uc13c\ud130\uc758 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \uc218\uc694\uac00 \uae09\uc99d\ud588\uc73c\uba70, AI \uc11c\ubc84\ub294 \ub9ce\uc740 \uc218\uc758 \uace0\uc131\ub2a5 DRAM\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \ub450 \ubc88\uc9f8\ub294 PC\uc640 \ubaa8\ubc14\uc77c \uae30\uae30\uc5d0 \ub300\ud55c \uc218\uc694 \ud68c\ubcf5, \uae00\ub85c\ubc8c \uacbd\uc81c\uc758 \uc810\uc9c4\uc801\uc778 \ud68c\ubcf5, \uc18c\ube44\uc790\uc758 PC \ubc0f \ubaa8\ubc14\uc77c \uae30\uae30 \uad50\uccb4 \uc218\uc694 \uc99d\uac00, \uc81c\uc870\uc5c5\uccb4\uc758 DRAM \uad6c\uc131 \uc99d\uac00\uc785\ub2c8\ub2e4. \uc14b\uc9f8, \uad00\uc138 \uc815\ucc45\uc740 \ubd80\ubd84\uc801\uc778 \uc7ac\uace0 \ubcf4\ucda9 \uc218\uc694\ub97c \ucd09\ubc1c\ud569\ub2c8\ub2e4. \ub137\uc9f8, 2024\ub144 DRAM \ube44\ud2b8 \ucd9c\ud558\ub7c9\uc758 51%, \ub9e4\ucd9c\uc758 201%\ub97c \ucc28\uc9c0\ud560 HBM\uacfc \uac19\uc740 \uace0\ubd80\uac00\uac00\uce58 \uc81c\ud488\uc758 \uc99d\uac00\uc640 DDR5 \ubc0f \uae30\ud0c0 \uc81c\ud488\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\ub3c4 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc2dc\uc7a5 \uad6c\uc870: SK\ud558\uc774\ub2c9\uc2a4\ub294 HBM \ubd84\uc57c\uc5d0\uc11c \uc808\ub300\uc801 \uc6b0\uc704\ub97c \uc810\ud558\uba70 40\ub144 \uc774\uc0c1 \uc9c0\uc18d\ub41c \uc0bc\uc131\uc758 \uc2dc\uc7a5 \uc9c0\ubc30\uc5d0 \uc885\uc9c0\ubd80\ub97c \ucc0d\uace0 2025\ub144 1\ubd84\uae30 \uc138\uacc4 D\ub7a8 \uc2dc\uc7a5 \uc810\uc720\uc728 36.71%\ub97c \uae30\ub85d\ud558\uba70 1\uc704\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub0b8\ub4dc \ud50c\ub798\uc2dc<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc2dc\uc7a5 \uaddc\ubaa8: 2024\ub144 \ub0b8\ub4dc \ud50c\ub798\uc2dc \ub9e4\ucd9c\uc740 \uc804\ub144 \ub300\ube44 771% \uc99d\uac00\ud55c 1\uc870 4,674\uc5b5 \ub2ec\ub7ec, 2025\ub144\uc5d0\ub294 \uc804\ub144 \ub300\ube44 291% \uc99d\uac00\ud55c 1\uc870 4,870\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc131\uc7a5 \uc694\uc778: \uccab\uc9f8, \ubd81\ubbf8\uc758 \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uac00 \ucd94\ub860 AI \uc11c\ubc84\uc5d0 \ub110\ub9ac \ucc44\ud0dd\ud558\uace0 \uc788\ub294 \uace0\uc6a9\ub7c9 QLC \uc5d4\ud130\ud504\ub77c\uc774\uc988\uae09 SSD(\uc194\ub9ac\ub4dc \uc2a4\ud14c\uc774\ud2b8 \ub4dc\ub77c\uc774\ube0c)\uc758 \ubd80\uc0c1\uc785\ub2c8\ub2e4. \ub450 \ubc88\uc9f8\ub294 \uc77c\ubd80 \uc911\uad6d \uc2a4\ub9c8\ud2b8\ud3f0 \uc81c\uc870\uc5c5\uccb4\uac00 2024\ub144 4\ubd84\uae30\uc5d0 \ucc44\ud0dd\ud558\uae30 \uc2dc\uc791\ud560 \uc2a4\ub9c8\ud2b8\ud3f0\uc5d0 QLC UFS\ub97c \uc801\uc6a9\ud558\ub294 \uac83\uc774\uba70, Apple\uc740 2026\ub144\uc5d0 \uc544\uc774\ud3f0\uc5d0 QLC\ub97c \ud1b5\ud569\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc14b\uc9f8, \uc81c\uc870\uc5c5\uccb4\uc758 \uc124\ube44 \ud22c\uc790 \uc81c\uc57d\uc73c\ub85c \uacf5\uae09\uc774 \uc5b5\uc81c\ub418\uace0 \uc11c\ubc84 \uc218\uc694\uac00 \ud68c\ubcf5\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uac00\uaca9 \ub3d9\ud5a5: 2025\ub144 2\ubd84\uae30\uc5d0\ub294 \ub0b8\ub4dc \ud50c\ub798\uc2dc \uac00\uaca9\uc774 \ud558\ub77d\uc138\ub97c \uba48\ucd94\uace0 \ud68c\ubcf5\uc138\ub97c \ubcf4\uc77c \uac83\uc774\uba70, \ud074\ub77c\uc774\uc5b8\ud2b8 SSD \uac00\uaca9\uc740 \uc804\ubd84\uae30 \ub300\ube44 3-81%, \ub0b8\ub4dc \ud50c\ub798\uc2dc \uc6e8\uc774\ud37c\ub294 10-151% \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud558\uc704 \uce74\ud14c\uace0\ub9ac\uc5d0\uc11c\ub294 PC \uc2dc\uc7a5\uc758 \ud68c\ubcf5\uc73c\ub85c \uc778\ud574 \ud074\ub77c\uc774\uc5b8\ud2b8 SSD\uac00 \uc8fc\uc694 \uc131\uc7a5 \ud3ec\uc778\ud2b8\uac00 \ub418\uc5c8\uace0, \uc5d4\ud130\ud504\ub77c\uc774\uc988 SSD\uc758 \uac00\uaca9\uc740 \ubcf4\ud569\uc138\ub97c \ubcf4\uc774\uba70, eMMC\/UFS\uc640 \uac19\uc740 \uc784\ubca0\ub514\ub4dc \uc2a4\ud1a0\ub9ac\uc9c0\uc758 \uac00\uaca9\uc740 \uc548\uc815\uc801\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>3. \uc911\uad6d\uc740 \ubc18\ub4dc\uc2dc \ubc18\uaca9\ud574\uc57c \ud558\uba70, \ubbf8\uad6d\uc774 \ucc28\ub2e8\ud55c \uac83\uc740 \ud654\uc6e8\uc774\uc758 \uc5b4\uc13c\ub4dc \uce69\ub9cc\uc774 \uc544\ub2d9\ub2c8\ub2e4!<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2025\ub144 5\uc6d4 13\uc77c(\ud604\uc9c0 \uc2dc\uac04), \ubbf8\uad6d \uc0c1\ubb34\ubd80\ub294 \uacf5\uc2dd\uc801\uc73c\ub85c \ubc14\uc774\ub4e0 \ud589\uc815\ubd80\uc758 AI \ud655\uc0b0 \uaddc\uce59\uc744 \ud3d0\uc9c0\ud558\ub294 \ubb38\uc11c\ub97c \ubc1c\ud45c\ud558\ub294 \ub3d9\uc2dc\uc5d0 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc218\ucd9c \ud1b5\uc81c\ub97c \uac15\ud654\ud558\uace0 \uc804 \uc138\uacc4 \uc5b4\ub514\uc5d0\uc11c\ub4e0 \ud654\uc6e8\uc774\uc758 \uc5b4\uc13c\ub4dc \uce69\uc744 \uc0ac\uc6a9\ud558\ub294 \uac83\uc740 \ubbf8\uad6d \uc218\ucd9c \ud1b5\uc81c \uaddc\uc815\uc744 \uc704\ubc18\ud558\ub294 \uac83\uc774\ub77c\uace0 \uaddc\uc815\ud558\ub294 \uc138 \uac00\uc9c0 \ucd94\uac00 \uc815\ucc45 \uc870\uce58\ub97c \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub2e4\uc74c\uc740 \uc138 \uac00\uc9c0 \uc815\ucc45 \uc870\uce58\uc758 \uc77c\ubc18\uc801\uc778 \ub0b4\uc6a9\uc785\ub2c8\ub2e4:<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">1). Huawei Ascend \uce69\uc740 \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uae08\uc9c0\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc815\ucc45 \ub0b4\uc6a9: \ubbf8\uad6d \uc0c1\ubb34\ubd80\ub294 \uc804 \uc138\uacc4 \uc5b4\ub514\uc5d0\uc11c\ub098 \ud654\uc6e8\uc774\uc758 Ascend \uce69(Ascend 910B, Ascend 910C \ubc0f Ascend 910D \ud3ec\ud568)\uc744 \uc0ac\uc6a9\ud558\ub294 \uac83\uc744 \uae08\uc9c0\ud558\ub294 \uc9c0\uce68\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uce69\uc758 \ud310\ub9e4, \uc591\ub3c4, \uc218\ucd9c, \uc7ac\uc218\ucd9c, \uc790\uae08 \uc870\ub2ec, \uc8fc\ubb38, \uad6c\ub9e4, \uc740\ub2c9, \ubcf4\uad00, \uc0ac\uc6a9, \ub300\uc5ec, \ud3d0\uae30, \uc6b4\uc1a1, \ud658\uc801, \uc124\uce58, \uc720\uc9c0, \ubcf4\uc218, \uc218\uc815, \uc124\uacc4, \uac1c\ubc1c \ub4f1\uacfc \uad00\ub828\ub41c \ubaa8\ub4e0 \ud589\uc704\ub294 \ubbf8\uad6d \uc218\ucd9c \ud1b5\uc81c \uc704\ubc18\uc73c\ub85c \uac04\uc8fc\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc601\ud5a5: \uc774 \uc870\uce58\ub294 \uc778\uacf5 \uc9c0\ub2a5 \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ubd84\uc57c\uc5d0\uc11c \uc911\uad6d\uc758 \ubc1c\uc804\uc744 \uc81c\ud55c\ud558\uace0 \uc911\uad6d \ucca8\ub2e8 \uae30\uc220 \uae30\uc5c5\uc5d0 \ub300\ud55c \uae30\uc220 \ubd09\uc1c4\ub97c \ub354\uc6b1 \uac15\ud654\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2). \uc911\uad6d AI \ubaa8\ub378\uc5d0 \ubbf8\uad6d \uce69 \uc0ac\uc6a9 \uc81c\ud55c<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc815\ucc45 \ub0b4\uc6a9: \ubbf8\uad6d\uc740 \uc911\uad6d \uc778\uacf5 \uc9c0\ub2a5 \ubaa8\ub378\uc744 \ud6c8\ub828\ud558\uace0 \ucd94\ub860\ud558\ub294 \ub370 \ubbf8\uad6d \uc778\uacf5 \uc9c0\ub2a5 \uce69\uc744 \uc0ac\uc6a9\ud558\ub3c4\ub85d \ud5c8\uc6a9\ud560 \uacbd\uc6b0 \ubc1c\uc0dd\ud560 \uc218 \uc788\ub294 \uacb0\uacfc\uc5d0 \ub300\ud574 \uacbd\uace0\ud558\ub294 \uc9c0\uce68\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d AI \uce69\uc774 \uc911\uad6d AI \ubaa8\ub378\uc744 \ud6c8\ub828\ud558\uac70\ub098 \ubc29\ud574\ud558\ub294 \ub370 \uc0ac\uc6a9\ub420 \uacbd\uc6b0 \ud574\ub2f9 \uae30\uc5c5\uc740 \uc5c4\uc911\ud55c \ucc98\ubc8c\uc744 \ubc1b\uac8c \ub429\ub2c8\ub2e4. \uc774\ub294 \uba85\ubc31\ud788 \uc911\uad6d\uc758 \ub525\uc11c\uce58 \ub300\ud615 \ubaa8\ub378\uc744 \uc5b5\uc81c\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc601\ud5a5: \uc601\ud5a5: \uc774 \uc870\uce58\ub294 \uc778\uacf5\uc9c0\ub2a5 \ubd84\uc57c\uc5d0\uc11c \ubbf8\uc911 \uae30\uc220 \uad50\ub958\uc640 \ud611\ub825\uc744 \ub354\uc6b1 \uc81c\ud55c\ud558\uace0, \uc911\uad6d\uc774 \ubbf8\uad6d \uae30\uc220\uc744 \uc0ac\uc6a9\ud558\uc5ec \uc790\uccb4 \uc778\uacf5\uc9c0\ub2a5 \uc5ed\ub7c9\uc744 \uac1c\ubc1c\ud558\ub294 \uac83\uc744 \ub9c9\uc73c\ub824\ub294 \uc2dc\ub3c4\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">3). \uacf5\uae09\ub9dd \uc870\uc0ac \uac15\ud654<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc815\ucc45 \ub0b4\uc6a9: \ubbf8\uad6d\uc740 \uc790\uad6d \uae30\uc5c5\ub4e4\uc5d0\uac8c \ud658\uc801 \uc804\ub7b5\uc73c\ub85c\ubd80\ud130 \uacf5\uae09\ub9dd\uc744 \ubcf4\ud638\ud558\ub294 \ubc29\ubc95\uc5d0 \ub300\ud55c \uc9c0\uce68\uc744 \ubc1c\ud45c\ud569\ub2c8\ub2e4. \ubbf8\uad6d \uae30\uc5c5\ub4e4\uc740 \uae30\uc220 \uc774\uc804 \uc704\ud5d8\uc744 \ubc29\uc9c0\ud558\uae30 \uc704\ud574 \ud30c\ud2b8\ub108\ub97c \uc7ac\ud3c9\uac00\ud574\uc57c \ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc601\ud5a5: \uc774 \uc870\uce58\ub294 \uc911\uad6d \uae30\uc5c5\uc774 \uacf5\uae09\ub9dd\uc744 \ud1b5\ud574 \ubbf8\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c\ub97c \uc6b0\ud68c\ud558\ub294 \uac83\uc744 \ubc29\uc9c0\ud558\uace0 \uc911\uad6d\uc5d0 \ub300\ud55c \uae30\uc220 \ubd09\uc1c4\ub97c \ub354\uc6b1 \uac15\ud654\ud558\uae30 \uc704\ud574 \uace0\uc548\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubbf8\uad6d\uc758 \uc6c0\uc9c1\uc784\uc5d0\ub294 \uc138 \uac00\uc9c0 \uae4a\uc740 \uc758\ubbf8\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ud558\ub098\ub294 \uc911\uad6d \uc778\uacf5 \uc9c0\ub2a5\uc744 \"\ucc38\uc218\"\ud558\uace0 \"\ud654\uc6e8\uc774 \uce69\uc744 \ub179\uc544\uc6c3\"\ud558\uace0 \uc8fc\uc804\uc790 \ubc14\ub2e5\uc5d0\uc11c \uae09\uc5ec\ub97c \ubf51\ub294 \uac83\uc774\uace0, \ub2e4\ub978 \ud558\ub098\ub294 \ubbf8\uad6d \uce69 \ud310\ub9e4\uc758 \uae38\uc744 \uc5ec\ub294 \uac83\uc785\ub2c8\ub2e4. \ud6c4\uc18d \ucd94\uc815\uce58\ub294 \uac70\uc138 \ub41c \ubc84\uc804\uc758 \uc5d4\ube44\ub514\uc544 \uce69\uc744 \uc911\uad6d\uc5d0 \ud310\ub9e4 \ud560 \uc218 \uc788\ub3c4\ub85d\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uc774\ub294 \ubbf8\uad6d\uc774 \ud654\uc6e8\uc774 5G \uce69\uc744 \ucc28\ub2e8 \ud55c \ub2e4\uc74c \ud654\uc6e8\uc774 \ud734\ub300\ud3f0\uc5d0 4G \ud004\ucef4 \uce69\uc744 \ud310\ub9e4\ud558\ub294 \uc77c\uc0c1\uc801\uc778 \uc77c\uc785\ub2c8\ub2e4! \uc138 \ubc88\uc9f8\ub294 \ubbf8\uad6d\uc758 \ud328\uad8c\uc744 \uacc4\uc18d \uc720\uc9c0\ud558\uae30 \uc704\ud574 \uc804 \uc138\uacc4\uac00 \ubbf8\uad6d\uc758 AI\ub97c \uc0ac\uc6a9\ud560 \uc218 \uc788\ub3c4\ub85d \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \uc0ac\uc7a5\uc758 \uc804\ub7b5\uc744 \uacc4\uc18d \uc2e4\ud589\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \ub137\uc9f8, \ubbf8\uad6d\uc758 \uc7a5\uac70\ub9ac \uad00\ud560\uad8c \uc5f0\uc7a5\uc5d0 \ub300\ud55c \uc911\uad6d\uc758 \ub300\uc751\uc744 \ud14c\uc2a4\ud2b8\ud558\uace0 \uc911\uad6d\uc758 \uc2e4\ub9ac\ub97c \uacc4\uc18d \uc2dc\ud5d8\ud560 \uac83\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubbf8\uad6d BIS\uc758\uc774 \uaddc\uc815\uc740 \uc911\uad6d\uc758 \ucef4\ud4e8\ud305 \uce69\uc744 \ucc28\ub2e8\ud558\uae30\uc704\ud55c \uc0c8\ub85c\uc6b4 \uaddc\uc81c \uc77c\ubfd0\ub9cc \uc544\ub2c8\ub77c \uc911\uad6d\uc758 \uc8fc\uad8c\uc744 \ubb34\uc790\ube44\ud558\uac8c \uc9d3\ubc1f\ub294 \uac83\uc774\uae30\ub3c4\ud569\ub2c8\ub2e4! \uc774\uc640 \uad00\ub828\ud558\uc5ec \uc911\uad6d\uc740 \ubc18\ub4dc\uc2dc \ubc18\uaca9\ud574\uc57c\ud569\ub2c8\ub2e4!<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>4. Jensen Huang: \ub2e4\uc74c \ubb3c\uacb0\uc740 \ubb3c\ub9ac\uc801 \uc778\uacf5 \uc9c0\ub2a5\uc785\ub2c8\ub2e4.<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">5\uc6d4 19\uc77c, \uc911\uad6d \ub300\ub9cc\uc5d0\uc11c \uc5f4\ub9b0 \ud0c0\uc774\ud398\uc774 \uad6d\uc81c \ucef4\ud4e8\ud130 \uc804\uc2dc\ud68c(\ucef4\ud4e8\ud14d\uc2a4 2025)\uc5d0 \uc820\uc2a8 \ud669 \uc5d4\ube44\ub514\uc544 CEO\uac00 \ucc38\uc11d\ud558\uc5ec \uae30\uc870 \uc5f0\uc124\uc744 \ud55c \uac83\uc73c\ub85c \uc54c\ub824\uc84c\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ud669\uc740 \uc5f0\uc124\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\uac00 \uce69 \uc81c\uc870\uc5c5\uccb4\uc5d0\uc11c AI \uc778\ud504\ub77c \ubd84\uc57c\uc758 \ub9ac\ub354\ub85c \ubcc0\ubaa8\ud558\uace0 \uc788\uc74c\uc744 \uac15\uc870\ud558\ub294 \uac83\uc73c\ub85c \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub294 AI\uc640 \uac00\uc18d \ucef4\ud4e8\ud305\uc774 \ucef4\ud4e8\ud130 \uc0b0\uc5c5\uc744 \uc7ac\ud3b8\ud558\uace0 \"4\ucc28 \uc0b0\uc5c5\ud601\uba85\"\uc744 \uc8fc\ub3c4\ud558\uba70 \ud074\ub77c\uc6b0\ub4dc\uc5d0\uc11c \uc5e3\uc9c0 \ucef4\ud4e8\ud305\uc73c\ub85c \ud655\uc7a5\ub418\uc5b4 \ub370\uc774\ud130\uc13c\ud130, \ub85c\ubd07 \uacf5\ud559, \uc790\uc728 \uc8fc\ud589\uacfc \uac19\uc740 \ubd84\uc57c\ub97c \ubcc0\ud654\uc2dc\ud0a4\uace0 \uc788\ub2e4\uace0 \uc5b8\uae09\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ud669\uc740 \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95, \ub2e4\uc591\ud55c \uc601\uc5ed\uc5d0\uc11c\uc758 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud558\uae30 \uc704\ud55c \uc804\ubb38 \ub77c\uc774\ube0c\ub7ec\ub9ac(\uc608: cuQuantum, cuDSS \ub4f1) \uac1c\ubc1c, \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \ud1b5\uc2e0\uc758 \ubc1c\uc804 \ub4f1 AI \uc778\ud504\ub77c\uc5d0 \ub300\ud55c NVIDIA\uc758 \uc9c4\uc804\uc744 \uc790\uc138\ud788 \uc124\uba85\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub294 \ub610\ud55c GeForce RTX 50 \uc2dc\ub9ac\uc988 \uadf8\ub798\ud53d \uce74\ub4dc\ub97c \uc704\ud55c AI \uae30\ubc18 \ub808\uc774 \ud2b8\ub808\uc774\uc2f1\uc744 \uc120\ubcf4\uc774\uba70 \uac00\uc18d \ucef4\ud4e8\ud305\uc5d0\uc11c CUDA \ubc0f \uad00\ub828 \ub77c\uc774\ube0c\ub7ec\ub9ac\uc758 \uc911\uc694\uc131\uc744 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub610\ud55c \ud669\uc740 \ucd94\ub860 AI, \ubb3c\ub9ac\uc801 AI, \uc5d0\uc774\uc804\ud2b8 \uae30\ubc18 AI\uc758 \uac1c\ubc1c\uacfc \uadf8\ub808\uc774\uc2a4 \ube14\ub799\uc6f0 \uc2dc\uc2a4\ud15c\uc744 \ud1b5\ud574 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305\uc744 \uad6c\ud604\ud558\ub294 \ubc29\ubc95 \ub4f1 AI \ucd94\ub860 \ubc0f \uc0dd\uc131 AI \ubd84\uc57c\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\uc758 \ud68d\uae30\uc801\uc778 \uc131\uacfc\uc5d0 \ub300\ud574 \uc18c\uac1c\ud588\uc2b5\ub2c8\ub2e4. \"\uc9c0\ub2a5\uc740 \ub9ce\uc740 \ub370\uc774\ud130\uc5d0\uc11c \ud559\uc2b5\ud558\ub294 \uac83 \uc774\uc0c1\uc758 \uc758\ubbf8\ub97c \uac00\uc9c0\uba70, \uc5d0\uc774\uc804\ud2b8 \uae30\ubc18 AI\ub294 \uae30\ubcf8\uc801\uc73c\ub85c \uc774\ud574\ud558\uace0 \uc0ac\uace0\ud558\uace0 \ud589\ub3d9\ud558\ub294 \ub514\uc9c0\ud138 \ud615\ud0dc\uc758 \ub85c\ubd07\uc785\ub2c8\ub2e4.\"\ub77c\uace0 \uadf8\ub294 \ub9d0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc55e\uc73c\ub85c \uba87 \ub144 \uc548\uc5d0 \ub9e4\uc6b0 \uc911\uc694\ud574\uc9c8 \uac83\uc785\ub2c8\ub2e4. \uadf8\ub294 \ub610\ud55c \ud3ed\uc2a4\ucf58 \ubc0f TSMC\uc640 \ud611\ub825\ud558\uc5ec \uac70\ub300\ud55c AI \uc288\ud37c\ucef4\ud4e8\ud130\ub97c \uad6c\ucd95\ud560 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud558\uace0 \uc138\ubbf8\ucee4\uc2a4\ud140 AI \uc778\ud504\ub77c \uad6c\ucd95\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 NV\ub9c1\ud06c \ud4e8\uc804 \uae30\uc220\uc744 \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub610\ud55c \ud669\uc740 \uac1c\ubc1c\uc790\uc640 \uae30\uc5c5\uc5d0 \uac15\ub825\ud55c AI \ucef4\ud4e8\ud305 \uae30\ub2a5\uc744 \uc81c\uacf5\ud558\ub3c4\ub85d \uc124\uacc4\ub41c DGX \uc2a4\ud30c\ud06c\uc640 DGX \uc6cc\ud06c\uc2a4\ud14c\uc774\uc158\uc744 \ube44\ub86f\ud55c \uc5ec\ub7ec \uc2e0\uc81c\ud488\uc744 \uc120\ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ub610\ud55c RTX \ud504\ub85c \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc11c\ubc84\uc640 \uc634\ub2c8\ubc84\uc2a4 \ud50c\ub7ab\ud3fc\uc744 \uc18c\uac1c\ud558\uba70 \uc5d4\ud130\ud504\ub77c\uc774\uc988 IT\uc5d0\uc11c AI\uc758 \uc7a0\uc7ac\ub825\uacfc \ub514\uc9c0\ud138 \ud2b8\uc708\uc774 \uc0b0\uc5c5 \uc790\ub3d9\ud654 \ubc0f \ub85c\ubd07 \uacf5\ud559\uc744 \uc5b4\ub5bb\uac8c \ubc1c\uc804\uc2dc\ud0ac \uc218 \uc788\ub294\uc9c0\ub97c \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>5.SEMI \ubcf4\uace0\uc11c: 2025\ub144 1\ubd84\uae30 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uacc4\uc808\uc801 \uc694\uc778\uc774 \uc788\uc9c0\ub9cc, \uad00\uc138 \ubc0f \uae30\ud0c0 \uc601\ud5a5\uc73c\ub85c \uc778\ud574 \ube44\uc815\ud615\uc801\uc778 \ubcc0\ud654\uac00 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubb34\uc5ed \uc815\ucc45 \ub9ac\uc2a4\ud06c\uac00 \ub192\uc544\uc84c\uc9c0\ub9cc, 2025\ub144 1\ubd84\uae30\uc758 \ud604\uc7ac \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \uc804\uc790\uc81c\ud488\uacfc \uc9d1\uc801\ud68c\ub85c(IC) \ub9e4\ucd9c\uc740 \uc0c8\ub85c\uc6b4 \uad00\uc138\uc758 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubc1b\uc9c0 \uc54a\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. 2025\ub144 1\ubd84\uae30 \uc804\uc790\uc81c\ud488 \ub9e4\ucd9c\uc740 \uc804\ud1b5\uc801\uc778 \uacc4\uc808\uc801 \ud328\ud134\uc5d0 \ub530\ub77c \uc804\ubd84\uae30 \ub300\ube44 161\uc870 3,000\uc5b5 \ub2ec\ub7ec \uac10\uc18c\ud588\uc73c\uba70 \uc804\ub144 \ub3d9\uae30 \ub300\ube44\ub85c\ub294 \ubcf4\ud569\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4. IC \ub9e4\ucd9c\uc740 \uc778\uacf5\uc9c0\ub2a5\uacfc \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \ud22c\uc790\ub97c \ubc18\uc601\ud574 \uc804\ubd84\uae30 \ub300\ube44 21\uc8703\ucc9c\uc5b5 \ub2ec\ub7ec \uac10\uc18c\ud588\uc9c0\ub9cc \uc804\ub144 \ub3d9\uae30 \ub300\ube44\ub85c\ub294 231\uc8703\ucc9c\uc5b5 \ub2ec\ub7ec\ub85c \ud06c\uac8c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \"2025\ub144 1\ubd84\uae30 \uc804\uc790\uc81c\ud488\uacfc IC \ub9e4\ucd9c\uc740 \uc0c8\ub85c\uc6b4 \uad00\uc138\uc758 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubc1b\uc9c0 \uc54a\uc558\uc9c0\ub9cc, \uae00\ub85c\ubc8c \ubb34\uc5ed \uc815\ucc45\uc5d0 \ub300\ud55c \ubd88\ud655\uc2e4\uc131\uc73c\ub85c \uc778\ud574 \uc77c\ubd80 \uae30\uc5c5\uc740 \ucd9c\ud558 \uc18d\ub3c4\ub97c \ub192\uc774\uace0 \ub2e4\ub978 \uae30\uc5c5\uc740 \ud22c\uc790\ub97c \uc911\ub2e8\ud588\uc73c\uba70, \uc774\ub7ec\ud55c \ubc00\uace0 \ub2f9\uae30\ub294 \uc5ed\ud559 \uad00\uacc4\ub294 \uc5c5\uacc4\uac00 \ubcc0\ud654\ud558\ub294 \uacf5\uae09\ub9dd\uacfc \uad00\uc138 \ud328\ud134\uc5d0 \uc801\uc751\ud558\uba74\uc11c \uc62c\ud574 \ub0a8\uc740 \uae30\uac04 \ub3d9\uc548 \uc5c5\uacc4\uc5d0 \ube44\uc815\ud615\uc801\uc778 \uacc4\uc808\uc131\uc744 \ucd08\ub798\ud560 \uc218 \uc788\ub2e4\"\uace0 SEMI\uc758 \uc2dc\uc7a5 \ubd84\uc11d \uc218\uc11d \uc774\uc0ac Clark Tseng\uc740 \ub9d0\ud588\ub2e4. \"\ubc18\ub3c4\uccb4 \uc790\ubcf8 \uc9c0\ucd9c(CapEx)\uc740 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 AI \uae30\ubc18 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \ucca8\ub2e8 \ub85c\uc9c1, \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM), \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc5d0 \uc9d1\uc911\uc801\uc73c\ub85c \ud22c\uc790\ud558\uba74\uc11c \uc804\ubd84\uae30 \ub300\ube44 71\uc8703000\uc5b5 \ub2ec\ub7ec \uac10\uc18c\ud588\uc9c0\ub9cc \uc804\ub144 \ub3d9\uae30 \ub300\ube44\ub85c\ub294 271\uc8703000\uc5b5 \ub2ec\ub7ec \uc99d\uac00\ud588\ub2e4. 2025\ub144 1\ubd84\uae30 \uba54\ubaa8\ub9ac \uad00\ub828 \uc790\ubcf8 \uc9c0\ucd9c\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 571\uc8703\ucc9c\uc5b5 \ub2ec\ub7ec \uae09\uc99d\ud55c \ubc18\uba74, \ube44\uba54\ubaa8\ub9ac \uad00\ub828 \uc790\ubcf8 \uc9c0\ucd9c\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 151\uc8703\ucc9c\uc5b5 \ub2ec\ub7ec \uc99d\uac00\ud558\uc5ec \ud601\uc2e0\uacfc \ud68c\ubcf5\ub825\uc5d0 \ub300\ud55c \uc5c5\uacc4\uc758 \uc9d1\uc911\uc744 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ud339 \uc7a5\ube44(WFE) \uc9c0\ucd9c\uc740 2025\ub144 1\ubd84\uae30\uc5d0 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 191\uc8703\ucc9c\uc5b5 \ub2ec\ub7ec \uc99d\uac00\ud588\uc73c\uba70, AI \ubc18\ub3c4\uccb4\uc758 \ube60\ub978 \ub3c4\uc785\uc744 \uc9c0\uc6d0\ud558\ub294 \ucca8\ub2e8 \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac \uc0dd\uc0b0\uc5d0 \ub300\ud55c \uac15\ub825\ud55c \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 2\ubd84\uae30\uc5d0\ub294 121\uc8703\ucc9c\uc5b5 \ub2ec\ub7ec\uac00 \ub354 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud14c\uc2a4\ud2b8 \uc7a5\ube44 \uc8fc\ubb38\uc740 1\ubd84\uae30\uc5d0 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 56% \uc99d\uac00\ud588\uc73c\uba70 2\ubd84\uae30\uc5d0\ub294 AI \ubc0f HBM \uce69 \ud14c\uc2a4\ud2b8\uc758 \ubcf5\uc7a1\uc131\uacfc \uc5c4\uaca9\ud55c \uc131\ub2a5 \uc694\uad6c\uc0ac\ud56d\uc774 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c 53% \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ud328\ud0a4\uc9d5 \ubc0f \ud14c\uc2a4\ud2b8 \uc7a5\ube44\ub3c4 \uace0\ubc00\ub3c4 \ud1b5\ud569 \ubc0f \uace0\uae09 \ud328\ud0a4\uc9d5 \uc194\ub8e8\uc158\uc5d0 \ub300\ud55c \uc5c5\uacc4\uc758 \ucd94\uc9c4\uc5d0 \ud798\uc785\uc5b4 \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ud14c\ud06c \uc778\uc0ac\uc774\ud2b8\uc758 \uc2dc\uc7a5 \ubd84\uc11d \ub2f4\ub2f9 \uc774\uc0ac\uc778 \ubcf4\ub9ac\uc2a4 \uba54\ud1a0\ub514\uc608\ud504\ub294 \ub2e4\uc74c\uacfc \uac19\uc774 \ub9d0\ud588\uc2b5\ub2c8\ub2e4: \"WFE \uc2dc\uc7a5\uc740 \uc815\ubd80\uc758 \ud22c\uc790\uc640 \ubc18\ub3c4\uccb4, \ud2b9\ud788 \uc778\uacf5\uc9c0\ub2a5\uacfc \uc2e0\ud765 \uae30\uc220 \ubd84\uc57c\uc758 \ubc1c\uc804\uc5d0 \ud798\uc785\uc5b4 \uafb8\uc900\ud788 \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc218\ucd9c \uc81c\ud55c\uacfc \uc7a0\uc7ac\uc801 \uad00\uc138 \ub4f1 \uc9c0\uc815\ud559\uc801 \ubd88\ud655\uc2e4\uc131\uc774 \uc774\ub7ec\ud55c \uae0d\uc815\uc801\uc778 \uada4\ub3c4\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \"\uc790\ubcf8 \uc7a5\ube44 \ud22c\uc790 \uc99d\uac00\uc5d0 \ub530\ub77c \uc804 \uc138\uacc4 \ud339 \uc6a9\ub7c9\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, 2025\ub144 1\ubd84\uae30\uc5d0\ub294 \ubd84\uae30\ub2f9 4,250\ub9cc \uc6e8\uc774\ud37c(300mm \uc6e8\uc774\ud37c \ud658\uc0b0 \uae30\uc900)\ub97c \ub3cc\ud30c\ud558\uc5ec \uc804\ubd84\uae30 \ub300\ube44 2%, \uc804\ub144 \ub3d9\uae30 \ub300\ube44 7% \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d \ubcf8\ud1a0\uac00 \uacc4\uc18d\ud574\uc11c \ubaa8\ub4e0 \uc9c0\uc5ed\uc758 \uc0dd\uc0b0\ub7c9 \ud655\ub300\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc9c0\ub9cc, \ud5a5\ud6c4 \ubd84\uae30\uc5d0\ub294 \uc131\uc7a5\uc138\uac00 \ub454\ud654\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc77c\ubcf8\uacfc \ub300\ub9cc\uc740 \uc77c\ubcf8\uc758 \uc804\ub825 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5d0 \ub300\ud55c \uc0c1\ub2f9\ud55c \ud22c\uc790\uc640 \ub300\ub9cc\uc758 \uc8fc\uc694 \ud30c\uc6b4\ub4dc\ub9ac\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \uac00\uc7a5 \uac15\ub825\ud55c \ubd84\uae30\ubcc4 \uc0dd\uc0b0 \ub2a5\ub825 \uc131\uc7a5\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc55e\uc73c\ub85c SEMI\uc640 \ud14c\ud06c \uc778\uc0ac\uc774\ud2b8\ub294 \uae30\uc5c5\ub4e4\uc774 \ubb34\uc5ed \uc815\ucc45\uc758 \ubd88\ud655\uc2e4\uc131\uacfc \uacf5\uae09\ub9dd \uc801\uc751\uc774\ub77c\ub294 \ub450 \uac00\uc9c0 \uacfc\uc81c\ub97c \ud574\uacb0\ud574 \ub098\uac00\uba74\uc11c 2025\ub144 \uc5c5\uacc4\uc5d0 \ube44\uc815\ud615\uc801\uc778 \uacc4\uc808\uc801 \ud328\ud134\uc774 \ub098\ud0c0\ub0a0 \uac83\uc73c\ub85c \uc608\uc0c1\ud569\ub2c8\ub2e4. AI \ubc0f \ub370\uc774\ud130\uc13c\ud130 \uae30\uc220\uc5d0 \ub300\ud55c \uc218\uc694\ub294 \uc5ec\uc804\ud788 \ubc1d\uc740 \ubc18\uba74, \ub2e4\ub978 \ubd84\uc57c\uc5d0\uc11c\ub294 \uc9c4\ud654\ud558\ub294 \uad00\uc138\uc640 \uc9c0\uc815\ud559\uc801 \ubd88\ud655\uc2e4\uc131\uc5d0 \ub300\ud55c \uc2dc\uc7a5\uc758 \ub300\uc751\uc73c\ub85c \uc778\ud574 \ud22c\uc790\uac00 \uc9c0\uc5f0\ub418\uac70\ub098 \uc218\uc694\uac00 \uc774\ub3d9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>1. Chip giants game four key markets!<br \/>\nAccording to TrendForce data, the world&#8217;s top 10 chip designers will have a total revenue of approximately US$249.8 billion in 2024, with the top five vendors contributing more than 90% of their total revenue.<\/p>","protected":false},"author":8,"featured_media":2860,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[36],"tags":[298,314,308,286],"acf":[],"_links":{"self":[{"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/posts\/2859"}],"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\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/comments?post=2859"}],"version-history":[{"count":0,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/posts\/2859\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/media\/2860"}],"wp:attachment":[{"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/media?parent=2859"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/categories?post=2859"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/tags?post=2859"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}