{"id":2880,"date":"2025-07-29T17:15:04","date_gmt":"2025-07-29T09:15:04","guid":{"rendered":"https:\/\/www.siproin-ic.com\/?p=2880"},"modified":"2025-07-29T17:22:59","modified_gmt":"2025-07-29T09:22:59","slug":"%e3%80%90monthly-semiconductor-industry-news%e3%80%91-july-2025-2","status":"publish","type":"post","link":"https:\/\/www.siproin-ic.com\/ko\/%e3%80%90monthly-semiconductor-industry-news%e3%80%91-july-2025-2\/","title":{"rendered":"\uc6d4\uac04 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \ub274\uc2a4] 7\uc6d4 2025"},"content":{"rendered":"<h4><span style=\"color: #000000;\"><strong>1.\uc0c1\ubc18\uae30 \uc911\uad6d\uc758 \uc9d1\uc801 \ud68c\ub85c \uc218\ucd9c\uc740 6,526\uc5b5 \uc704\uc548\uc73c\ub85c \uc804\ub144 \ub3d9\uae30 \ub300\ube44 20.31% \uc99d\uac00\ud55c 20.3%\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/strong><\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc911\uad6d \ud574\uad00\ucd1d\uc11c\uc5d0 \ub530\ub974\uba74 2025\ub144 \uc0c1\ubc18\uae30 \uc6b0\ub9ac\ub098\ub77c\uc758 \uc218\ucd9c\uc785 \uc0c1\ud488 \ubb34\uc5ed\uc561\uc740 21\uc870 7,900\uc5b5 \uc704\uc548\uc73c\ub85c \uc804\ub144 \ub3d9\uae30 \ub300\ube44 2.91% \uc99d\uac00\ud55c 2\uc870 3,000\uc5b5 \uc704\uc548\uc774 \ub420 \uac83\uc774\ub77c\uace0 \ud569\ub2c8\ub2e4. \uc774 \uc911 \uc218\ucd9c\uc740 13\uc870 \uc704\uc548\uc73c\ub85c 7.21\uc870 \uc704\uc548 \uc99d\uac00, \uc218\uc785\uc740 8\uc870 7,900\uc5b5 \uc704\uc548\uc73c\ub85c 2.71\uc870 \uc704\uc548 \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. 2025 \ub144 \uc0c1\ubc18\uae30 \uc6b0\ub9ac\ub098\ub77c\uc758 \uc218\ucd9c\uc785 \uaddc\ubaa8\ub294 20 \uc870 \uc704\uc548\uc73c\ub85c \uac19\uc740 \uae30\uac04 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d \ud560 \uac83\uc785\ub2c8\ub2e4. \ubd84\uae30\ubcc4 \ucd94\uc138\ub85c \ubcf4\uba74 2\ubd84\uae30 \uc218\ucd9c\uc785\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 4.51\uc870 3\ucc9c\uc5b5 \uc704\uc548 \uc99d\uac00\ud574 1\ubd84\uae30\ubcf4\ub2e4 3.2% \ud3ec\uc778\ud2b8 \uc99d\uac00\ud588\uc73c\uba70, 7\ubd84\uae30 \uc5f0\uc18d \uc804\ub144 \ub3d9\uae30 \ub300\ube44 \uc131\uc7a5\uc138\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2025 \ub144 \uc0c1\ubc18\uae30\uc5d0 \uc6b0\ub9ac\ub098\ub77c\ub294 7.8 \uc870 \uc704\uc548\uc758 \uae30\uacc4 \ubc0f \uc804\uae30 \uc81c\ud488\uc744 \uc218\ucd9c\ud558\uc5ec 9.51 TP3T\uac00 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uadf8 \uc911 \uc790\ub3d9 \ub370\uc774\ud130 \ucc98\ub9ac \uc7a5\ube44 \ubc0f \uadf8 \ubd80\ud488\uc740 7027\uc5b5 9000\ub9cc \uc704\uc548\uc73c\ub85c 3.0% \uc99d\uac00, \uc9d1\uc801 \ud68c\ub85c \uc218\ucd9c\uc561\uc740 1677\uc5b5 7000\ub9cc \uc704\uc548\uc73c\ub85c 20.6% \uc99d\uac00, \uc218\ucd9c\uc561\uc740 6502\uc5b5 6000\ub9cc \uc704\uc548\uc73c\ub85c 20.3% \uc99d\uac00, \uc790\ub3d9\ucc28\ub294 4287\uc5b5 2000\ub9cc \uc704\uc548\uc73c\ub85c 9.4% \uc99d\uac00, \ud734\ub300\uc804\ud654\ub294 3573\uc5b5 5000\ub9cc \uc704\uc548\uc73c\ub85c 7.4% \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2025 \ub144 \uc0c1\ubc18\uae30\uc5d0 \uc6b0\ub9ac\ub098\ub77c\ub294 3.4 \uc870 \uc704\uc548\uc758 \uae30\uacc4 \ubc0f \uc804\uae30 \uc81c\ud488\uc744 \uc218\uc785\ud558\uc5ec 6.31 TP3T\uac00 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc911 \uc9d1\uc801 \ud68c\ub85c\uc758 \uc218\ub294 8.9% \uc99d\uac00\ud55c 281.88\uc5b5 \uac1c, \uae08\uc561\uc740 8.3% \uc99d\uac00\ud55c 1\uc870 3,800\uc5b5 \uc704\uc548, \uc790\ub3d9\ucc28\ub294 32.4% \uac10\uc18c\ud55c 224,000\ub300, \uae08\uc561\uc740 37.1% \uac10\uc18c\ud55c 83.18\uc5b5 \uc704\uc548\uc73c\ub85c \uc9d1\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2024\ub144 \uc9d1\uc801\ud68c\ub85c \uc81c\ud488 \uc0dd\uc0b0\ub7c9\uc740 \uc804\ub144 \ub300\ube44 22.21% \uc99d\uac00\ud55c 4514\uc5b5 \uac1c, \ud0dc\uc591\uc804\uc9c0\uc640 \uc0b0\uc5c5\uc6a9 \ub85c\ubd07 \uc0dd\uc0b0\ub7c9\uc740 \uc804\ub144 \ub300\ube44 \uac01\uac01 15.71%, 14.21% \uc99d\uac00\ud574 \uc804\uccb4 \uc0b0\uc5c5 \uc131\uc7a5\ub960\uc744 \uacac\uc778\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">IC \uc124\uacc4\ub294 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc5d0\uc11c \uce69 \uac00\uce58 \uc0ac\uc2ac\uc5d0\uc11c \uac00\uc7a5 \uc911\uc694\ud55c \uc5f0\uacb0 \uace0\ub9ac\uc774\uba70, \uc774 \uc5f0\uacb0 \uace0\ub9ac\uc758 \uc218\uc775\ub3c4 \uc8fc\ubaa9\ud560 \uac00\uce58\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uc55e\uc11c \uacf5\uc5c5\uc815\ubcf4\ud654\ubd80\uac00 \ubc1c\ud45c\ud55c \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 2024\ub144 \uc911\uad6d \uc9d1\uc801\ud68c\ub85c \uc124\uacc4 \uc0b0\uc5c5\uc758 \ub9e4\ucd9c\uc740 \uc804\ub144 \ub300\ube44 16.41% \uc99d\uac00\ud55c 3,644\uc5b5 \uc704\uc548\uc774 \ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubc18\uba74 2023\ub144 \uc911\uad6d\uc758 \uc9d1\uc801 \ud68c\ub85c \uc124\uacc4 \ub9e4\ucd9c\uc740 3069\uc5b5 \uc704\uc548\uc73c\ub85c \uc804\ub144 \ub300\ube44 6.4% \uc99d\uac00\ud574 2024\ub144 \uad6d\ub0b4 \uc9d1\uc801 \ud68c\ub85c \uc124\uacc4 \uc0b0\uc5c5\uc758 \uc131\uc7a5 \uc18d\ub3c4\uac00 \ube68\ub77c\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #000000;\"><strong>2. \uc778\ud154 2nm \uce69 \ud14c\uc774\ud504\uc544\uc6c3 TSMC \ud30c\uc6b4\ub4dc\ub9ac!<\/strong><\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubcf4\ub3c4\uc5d0 \ub530\ub974\uba74 \uc778\ud154\uc758 \ucc28\uc138\ub300 \ud074\ub77c\uc774\uc5b8\ud2b8 CPU \ud50c\ub798\uadf8\uc2ed \uc81c\ud488\uc778 \ub178\ubc14 \ub808\uc774\ud06c-S\uac00 \ub300\ub9cc\uc758 TSMC \ud14c\uc774\ud504 \uc544\uc6c3 \ud339\uc5d0\uc11c \ud310\ub9e4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uc804\uc5d0\ub294 \uc778\ud154\uc774 \uc790\uccb4 18A \uacf5\uc815\uc744 \uc0ac\uc6a9\ud558\uace0 TSMC\uc758 2nm \uc591\uc0b0 \uae30\uc220\uc744 \uc0ac\uc6a9\ud560 \uac83\uc774\ub77c\ub294 \ub8e8\uba38\ub97c \ubc14\ud0d5\uc73c\ub85c \ucd94\uce21\ud55c \ubc14 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 SemiAccurate\uc5d0 \ub530\ub974\uba74 \uc778\ud154\uc740 TSMC\uc758 N2 \uacf5\uc815\uc5d0\uc11c \ucef4\ud4e8\ud305 \ubaa8\ub4c8\uc744 \ud14c\uc774\ud504 \uc544\uc6c3\ud588\uc73c\uba70, \uc774\ub294 \ub178\ubc14 \ub808\uc774\ud06c-S\uc758 \ucef4\ud4e8\ud305 \ubaa8\ub4c8\uc774 18A \ubc0f TSMC N2 \uacf5\uc815\uc744 \ubaa8\ub450 \uc0ac\uc6a9\ud560 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uc778\ud154\uc758 \uacb0\uc815\uc5d0 \ub300\ud55c \ud55c \uac00\uc9c0 \uac00\ub2a5\ud55c \uc774\uc720\ub294 18A \uacf5\uc815\uc744 \uacf5\uae09\ud560 \uc218 \uc5c6\uac70\ub098 \uc218\uc694\uac00 \ub108\ubb34 \ub9ce\uc544 \ub0b4\ubd80 \uc6a9\ub7c9\uc744 \ucda9\uc871\ud560 \uc218 \uc5c6\uc744 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \uacbd\uc6b0 \uc548\uc815\uc801\uc778 \ubc31\uc5c5 \uc194\ub8e8\uc158\uc744 \uad6c\ucd95\ud558\uae30 \uc704\ud55c \uac83\uc785\ub2c8\ub2e4. \uc5b4\uca0c\ub4e0 \uace0\uac1d\uc740 2026\ub144 \ud558\ubc18\uae30\uc5d0 \uc81c\ud488\uc774 \uc81c\ub54c \ubc30\uc1a1\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ud560 \uc218 \uc788\uc9c0\ub9cc, \uadf8 \uc774\uba74\uc5d0\ub294 \ud765\ubbf8\ub85c\uc6b4 \uc194\ub8e8\uc158\uc774 \uc788\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uad6c\uccb4\uc801\uc778 \ub0a0\uc9dc\ub294 \ud14c\uc774\ud504 \uc544\uc6c3\uc5d0\uc11c \ucd5c\uc885 \uc81c\ud488 \ubc30\uc1a1\uae4c\uc9c0 \uba87 \uac1c\uc6d4\uc774 \uc18c\uc694\ub420 \uc608\uc815\uc785\ub2c8\ub2e4. \ud604\uc7ac \ud14c\uc774\ud504 \uc544\uc6c3\uc774 \uc644\ub8cc\ub41c \uce69\uc740 \uc778\ud154 \uc5f0\uad6c\uc18c\uc5d0\uc11c \uc804\uc6d0\uc744 \ucf1c\uace0 \ub2e4\uc591\ud55c \ud14c\uc2a4\ud2b8\ub97c \ud1b5\ud574 \uc5ec\ub7ec \uc6a9\ub3c4\uc5d0\uc11c \uce69\uc758 \uc131\ub2a5\uc744 \ud14c\uc2a4\ud2b8\ud558\uace0 \uc62c\ubc14\ub974\uac8c \uc791\ub3d9\ud558\ub294\uc9c0 \ud655\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubc18\uc801\uc73c\ub85c \uc804\uc6d0\uc744 \ucf1c\ub294 \ub370\ub294 \uba87 \uc8fc\uc5d0\uc11c \ud55c \ub2ec \uc815\ub3c4 \uac78\ub9ac\uba70, \ucd5c\uc885 \uc591\uc0b0\uc740 \uba87 \ub2ec \ud6c4\uc5d0 \uc2dc\uc791\ub429\ub2c8\ub2e4. \uadf8 \uc774\ud6c4\uc5d0\ub294 \uc81c\uc870 \ubc0f \ubc30\uc1a1\uc5d0 2~3\uac1c\uc6d4\uc774 \ub354 \uc18c\uc694\ub418\ubbc0\ub85c Nova Lake-S\ub294 2026\ub144 3\ubd84\uae30\uc5d0 \ucd9c\uc2dc\ub420 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4. \uc774 CPU\ub294 \ucd5c\ub300 52\uac1c\uc758 \ucf54\uc5b4(16\uac1c\uc758 P\ucf54\uc5b4, 32\uac1c\uc758 E\ucf54\uc5b4, 4\uac1c\uc758 LPE \ucf54\uc5b4)\uc640 8,800MT\/s \uba54\ubaa8\ub9ac \ucee8\ud2b8\ub864\ub7ec, \uadf8\ub9ac\uace0 \uadf8\ub798\ud53d \ub80c\ub354\ub9c1\uc744 \uc704\ud55c Xe3 \uc140\ub808\uc2a4\ud2f0\uc5bc\uacfc \ubbf8\ub514\uc5b4 \ubc0f \ub514\uc2a4\ud50c\ub808\uc774 \uc791\uc5c5\uc744 \uc704\ud55c Xe4 \ub4dc\ub8e8\uc774\ub4dc\uac00 \ud1b5\ud569\ub41c\ub2e4\ub294 \uc810\uc744 \uc0c1\uae30\ud560 \ud544\uc694\uac00 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud655\uc2e4\ud788 \ub9e4\ub825\uc801\uc778 \uc81c\ud488\uc774\uc9c0\ub9cc \uc774\uae30\uc885 \ubcf5\uc7a1\uc131\uc73c\ub85c \uc778\ud574 \uc81c\uc870\ud558\uae30\uac00 \uc0c1\ub2f9\ud788 \uc5b4\ub835\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #000000;\"><strong><b>3.3D NOR \ud50c\ub798\uc2dc \uba54\ubaa8\ub9ac\uac00 \uc2dc\uc7a5\uc758 \uc0c8\ub85c\uc6b4 \ud50c\ub808\uc774\uc5b4\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/b><\/strong><\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc774\ub7ec\ud55c \ubcc0\ud654\uc758 \uc911\uc694\uc131\uc744 \uc81c\ub300\ub85c \uc774\ud574\ud558\ub824\uba74 \uba3c\uc800 NOR\uacfc NAND \uba54\ubaa8\ub9ac\uc758 \ucc28\uc774\uc810\uc744 \uba85\ud655\ud788 \uc774\ud574\ud560 \ud544\uc694\uac00 \uc788\uc2b5\ub2c8\ub2e4. NOR \ud50c\ub798\uc2dc \uba54\ubaa8\ub9ac\ub294 \ube60\ub978 \ub79c\ub364 \uc77d\uae30 \uc18d\ub3c4, \ub192\uc740 \uc2e0\ub8b0\uc131, \uae4c\ub2e4\ub85c\uc6b4 '\uc81c\uc790\ub9ac\uc5d0\uc11c \uc2e4\ud589' \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \uadf9\ud55c\uc758 \uc628\ub3c4\uc5d0\uc11c\ub3c4 \uc548\uc815\uc801\uc778 \uc131\ub2a5\uc744 \uc81c\uacf5\ud558\ub294 \uac83\uc73c\ub85c \uc798 \uc54c\ub824\uc838 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28, \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305, \uc0b0\uc5c5\uc6a9 \uc2dc\uc2a4\ud15c \ub4f1 \ucf54\ub4dc \uc800\uc7a5 \uc694\uad6c\uc0ac\ud56d\uc774 \ub192\uc740 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc2dc\ub098\ub9ac\uc624\uc5d0\uc11c \ud56d\uc0c1 \ud575\uc2ec \uad6c\uc131 \uc694\uc18c\ub85c \uc0ac\uc6a9\ub418\uc5b4 \uc654\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \ub6f0\uc5b4\ub09c \uc4f0\uae30 \ub0b4\uad6c\uc131\uc73c\ub85c \uc778\ud574 OTA \uc804\uc1a1\uacfc \uac19\uc774 \uc5ec\ub7ec \ubc88\uc758 \uc5c5\ub370\uc774\ud2b8\uac00 \ud544\uc694\ud55c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c\ub3c4 \uc911\uc694\ud55c \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubc18\uba74, NAND \ud50c\ub798\uc2dc \uba54\ubaa8\ub9ac\ub294 \ub370\uc774\ud130 \uc800\uc7a5\uc5d0 \ub354 \uc801\ud569\ud558\uba70 \ube44\ud2b8\ub2f9 \ub354 \ub0ae\uc740 \ube44\uc6a9\uc73c\ub85c \ub354 \ub192\uc740 \uc800\uc7a5 \ubc00\ub3c4\ub97c \uc81c\uacf5\ud558\uc9c0\ub9cc NOR \ud50c\ub798\uc2dc\uc758 \ub2e4\ub978 \uc7a5\uc810\uc740 \uc5c6\uc2b5\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c \uc774 \ub450 \uac00\uc9c0 \uc800\uc7a5 \uc7a5\uce58\ub294 \uac01\uac01 \ud574\ub2f9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uc2dc\uc7a5\uc774 \uc9c1\uba74\ud55c \uace0\uc720\ud55c \uacfc\uc81c\ub97c \ud574\uacb0\ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc778\uacf5\uc9c0\ub2a5(AI), \uc0ac\ubb3c \uc778\ud130\ub137(IoT), \uc5e3\uc9c0 \ucef4\ud4e8\ud305\uc774 \ubd80\uc0c1\ud558\uba74\uc11c 2D NOR \ud50c\ub798\uc2dc \uba54\ubaa8\ub9ac\uc758 \ud55c\uacc4\uac00 \ub354\uc6b1 \ubd84\uba85\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uacfc \uc0ac\uc6a9\uc790\ub294 \ub354 \ub192\uc740 \uc2a4\ud1a0\ub9ac\uc9c0 \ubc00\ub3c4\ub97c \ud544\uc694\ub85c \ud558\ub294 \ub3d9\uc2dc\uc5d0 NOR \ud50c\ub798\uc2dc\uc758 \ub192\uc740 \uc2e0\ub8b0\uc131 \uc774\uc810\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \ub354 \ub192\uc740 \ubc00\ub3c4, \ub354 \ud070 \ud655\uc7a5\uc131, \ud5a5\uc0c1\ub41c \uc548\uc815\uc131\uc744 \uc81c\uacf5\ud558\uc5ec \uc774\ub7ec\ud55c \ubb38\uc81c\ub97c \ud574\uacb0\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub418\ub294 3D NOR \ud50c\ub798\uc2dc \uba54\ubaa8\ub9ac\uc758 \uc774\uc810\uc774 \ubc14\ub85c \uc5ec\uae30\uc5d0\uc11c \ubc1c\ud718\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubc18\uba74, 3D NOR \ud50c\ub798\uc2dc\ub294 \uc2a4\ud1a0\ub9ac\uc9c0 \uc140\uc744 \uc218\uc9c1\uc73c\ub85c \uc313\uc544 2D NOR \uc544\ud0a4\ud14d\ucc98\uc5d0 \ub0b4\uc7ac\ub41c \ud655\uc7a5\uc131 \ubb38\uc81c\ub97c \uadf9\ubcf5\ud569\ub2c8\ub2e4. 2D NOR \ud50c\ub798\uc2dc \uba54\ubaa8\ub9ac\ub294 \ub2e8\uc77c \uce69\uc5d0\uc11c \ucd5c\ub300 512Mb\uc758 \uc2a4\ud1a0\ub9ac\uc9c0 \uc6a9\ub7c9\uc744 \uad6c\ud604\ud560 \uc218 \uc788\uc73c\uba70, \uc9d1\uc801\ub3c4\ub97c \ub354\uc6b1 \ub192\uc774\ub824\uba74 \uba40\ud2f0\uce69 \uc2dc\uc2a4\ud15c \uc778 \ud328\ud0a4\uc9c0(SIP)\ub97c \ud1b5\ud574 \ub2ec\uc131\ud574\uc57c \ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub530\ub77c\uc11c 3D NOR \ud50c\ub798\uc2dc \uba54\ubaa8\ub9ac\ub294 \uacf5\uac04 \uc81c\uc57d\uc774 \uc788\ub294 \ud658\uacbd\uc5d0\uc11c \ub300\uaddc\ubaa8 \ube44\ud718\ubc1c\uc131 \uba54\ubaa8\ub9ac(NVM)\ub97c \ud544\uc694\ub85c \ud558\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \ub9e4\ub825\uc801\uc778 \uc194\ub8e8\uc158\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">3D NOR \ud50c\ub798\uc2dc \uba54\ubaa8\ub9ac\ub294 \ube44\ud718\ubc1c\uc131 \uba54\ubaa8\ub9ac\uc758 \uc131\ub2a5 \ud55c\uacc4\ub97c \ub6f0\uc5b4\ub118\ub294 \ud575\uc2ec \uae30\uc220\uc801 \uc774\uc810\uc744 \ud1b5\ud574 \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc758 '\uac8c\uc784 \uccb4\uc778\uc800'\uac00 \ub420 \uc218 \uc788\ub294 \uc7a0\uc7ac\ub825\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong><b>4. \ubc00\ub3c4\ub294 2D NOR\ubcf4\ub2e4 8\ubc30 \ub192\uc2b5\ub2c8\ub2e4.<\/b><\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">3D NOR \ud50c\ub798\uc2dc \uba54\ubaa8\ub9ac\uc758 \uac00\uc7a5 \ud070 \uc7a5\uc810 \uc911 \ud558\ub098\ub294 2D NOR \ud50c\ub798\uc2dc \uba54\ubaa8\ub9ac\uc758 \ucd5c\ub300 8\ubc30\uc5d0 \ub2ec\ud558\ub294 \uc800\uc7a5 \ubc00\ub3c4\uc785\ub2c8\ub2e4. \uc55e\uc11c \uc5b8\uae09\ud588\ub4ef\uc774 3D \uc544\ud0a4\ud14d\ucc98\ub294 \uc218\uc9c1 \uc801\uce35\uc744 \ud1b5\ud574 \ub2e8\uc77c \uce69 \uc6a9\ub7c9 4Gb\ub97c \ub2ec\uc131\ud558\ub294 \ubc18\uba74, 2D NOR\uc758 \ucd5c\ub300 \uc6a9\ub7c9\uc740 512Mb\uc5d0 \ubd88\uacfc\ud569\ub2c8\ub2e4. \ub3d9\uc77c\ud55c \ubb3c\ub9ac\uc801 \ud06c\uae30 \ub0b4\uc5d0\uc11c \ub354 \ud070 \ub370\uc774\ud130 \uc138\ud2b8\ub97c \uc800\uc7a5\ud560 \uc218 \uc788\ub294 \uc774\ub7ec\ud55c \ud68d\uae30\uc801\uc778 \ubc00\ub3c4 \uc99d\uac00\ub294 \ud604\uc7ac \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \uc2dc\uae09\ud55c \uacfc\uc81c \uc911 \ud558\ub098\ub97c \ud574\uacb0\ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub530\ub77c\uc11c \uc774 3D NOR \uc544\ud0a4\ud14d\ucc98\ub294 \ucd5c\ub300 8Gb\uc758 \uc2a4\ud1a0\ub9ac\uc9c0 \uc6a9\ub7c9\uc744 \uc81c\uacf5\ud558\ubbc0\ub85c \uc18c\ube44\uc790 \uac00\uc804\ubd80\ud130 \ud558\uc774\uc5d4\ub4dc \uc0b0\uc5c5 \uc2dc\uc2a4\ud15c\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ub2e4\uc591\ud55c \uc2a4\ud1a0\ub9ac\uc9c0 \uc694\uad6c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \uc801\ud569\ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #000000;\"><strong><b>5.CCTV \uc778\ud130\ubdf0: Huang Renxun\uc740 30 \ub144 \ub3d9\uc548 \uc911\uad6d\uc5d0 \ubfcc\ub9ac\ub97c\ub450\uace0 \uc788\uc73c\uba70 BAT\ub294 \uce5c\uad6c\uc774\uba70 DeepSeek\ub294 \ub9e4\uc6b0 \ud601\uc2e0\uc801\uc774\uba70 Huawei\ub294 \uc874\uacbd\ubc1b\uc744 \uc790\uaca9\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/b><\/strong><\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">7\uc6d4 16\uc77c, \uc5d4\ube44\ub514\uc544\uc758 \ucc3d\ub9bd\uc790 \uc820\uc2a8 \ud669\uc740 CCTV\uc758 '\ud398\uc774\uc2a4 \ud22c \ud398\uc774\uc2a4'\uc640\uc758 \ub2e8\ub3c5 \uc778\ud130\ubdf0\uc5d0\uc11c \uacf5\uae09\ub9dd, \uc911\uad6d \uc2dc\uc7a5, \uc778\uacf5\uc9c0\ub2a5, \uacbd\uc7c1 \ub4f1 \ud575\uc2ec \uc774\uc288\uc5d0 \ub300\ud574 CCTV \uae30\uc790 \ub3d9\uccb8\uacfc \uc2ec\ub3c4 \uc788\ub294 \ub300\ud654\ub97c \ub098\ub234\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub300\ub2f4\uc5d0\uc11c \ud669\ub80c\uc270\uc740 \uc911\uad6d \uc2dc\uc7a5\uc744 '\ub3c5\ud2b9\ud558\ub2e4'\ub294 \ud45c\ud604\uc73c\ub85c \uc694\uc57d\ud588\ub294\ub370, 30\ub144\uac04\uc758 \uae4a\uc740 \uc721\uc131 \uacfc\uc815\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\ub294 \ub808\ub178\ubc84, \uc54c\ub9ac\ubc14\ubc14, \ud150\uc13c\ud2b8, \ubc14\uc774\ub450, \uc0e4\uc624\ubbf8 \ubc0f \uae30\ud0c0 \uae30\uc5c5\ub4e4\uacfc \uae4a\uc740 \uad00\uacc4\ub97c \ub9fa\uc5b4\uc654\uc73c\uba70 \ud2b9\ud788 AI \ubd84\uc57c\uc5d0\uc11c \uc911\uad6d\uc758 \ud601\uc2e0 \ud65c\ub825\uc744 \ub192\uc774 \ud3c9\uac00\ud558\uba74\uc11c H20\uc774 \ucd5c\uace0\uc758 \uc81c\ud488\uc740 \uc544\ub2c8\uc9c0\ub9cc R1\uc758 \uc2ec\uce35\uc801\uc778 \ud0d0\uc0c9\uacfc \uac19\uc740 \ub3cc\ud30c\uad6c\ub97c \ub0b3\uc544 \"\uc911\uad6d\uc758 \ud601\uc2e0\uc740 \ub9c9\uc744 \uc218 \uc5c6\ub2e4\"\ub294 \uac83\uc744 \ud655\uc778\uc2dc\ucf1c \uc8fc\uc5c8\ub2e4\uace0 \ubbff\uc5c8\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\"DeepSeek\uc758 \ub180\ub77c\uc6b4 \ud601\uc2e0 \ub2a5\ub825\uc5d0 \uac10\ud0c4\ud574\uc57c \ud569\ub2c8\ub2e4. \uadf8\ub4e4\uc774 \uac1c\ubc1c\ud55c R1 \ubaa8\ub378\uc740 \uc9c4\uc815\ud55c \ud601\uc2e0\uc774\uba70, AI \ubaa8\ub378\uc774 \uc791\ub3d9\ud558\ub294 \ubc29\uc2dd\uc744 \ub9ce\uc774 \uc7ac\uc124\uacc4\ud558\uc5ec \ub9e4\uc6b0 \ucc3d\uc758\uc801\uc778 H20 \uc544\ud0a4\ud14d\ucc98\ub97c \ucd5c\ub300\ud55c \ud65c\uc6a9\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.\" \ud669 \ub80c\uc270\uc740 \uc774\ub807\uac8c \ub9d0\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uacbd\uc7c1\uacfc \uad00\ub828\ud558\uc5ec \ud669 \ud68c\uc7a5\uc740 \ud654\uc6e8\uc774\uc640 \uac19\uc740 \uc0c1\ub300\ubc29\uc744 \uc874\uc911\ud558\uace0 '\uacbd\uc7c1\uacfc \ud611\ub825'\uc744 \uc639\ud638\ud558\uba70 \ube44\uc988\ub2c8\uc2a4\ub97c \uc804\uc7c1\uc5d0 \ube44\uc720\ud558\ub294 \uac83\uc5d0 \ubc18\ub300\ud558\uace0 \uacbd\uc7c1\uc740 \uc2dc\uc7a5 \ubc88\uc601\uc758 \ucd08\uc11d\uc774\uba70 \uae30\uc5c5\uacfc \uad6d\uac00 \ubaa8\ub450 \uacbd\uc7c1\uc5d0\uc11c \uacf5\uc874\ud560 \uc218 \uc788\ub294 \ubc29\ubc95\uc744 \ucc3e\uc744 \uc218 \uc788\ub2e4\uace0 \ubbff\ub294 \ub4f1 \ub3c5\ud2b9\ud55c \uad00\uc810\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ud669\uc740 \"\ud654\uc6e8\uc774\ub294 \uc6b0\ub9ac\ubcf4\ub2e4 \ud6e8\uc52c \uaddc\ubaa8\uac00 \ud06c\uace0 \uaddc\ubaa8, \uc778\ub825, \uae30\uc220\ub825 \uba74\uc5d0\uc11c \ub113\uace0 \uae4a\uc774\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ud654\uc6e8\uc774\ub294 \uac15\ub825\ud55c \uce69 \uc124\uacc4 \ub2a5\ub825, \uc2dc\uc2a4\ud15c \uc124\uacc4 \ubc0f \uc2dc\uc2a4\ud15c \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uac16\ucd98 \ud68c\uc0ac\uc774\uba70, \uc6b0\ub9ac\uac00 \uc5ec\uae30\uc5d0 \uc5c6\ub2e4\uba74 \ud654\uc6e8\uc774\ub294 \ubd84\uba85\ud788 \uc790\uccb4 \uc194\ub8e8\uc158\uc744 \ucc3e\uc744 \uac83\uc785\ub2c8\ub2e4. \"<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ud654\uc6e8\uc774\uac00 \uacbd\uc7c1\uc790\uc778\uc9c0 \ud30c\ud2b8\ub108\uc778\uc9c0 \ubb3b\ub294 \uc9c8\ubb38\uc5d0 \ud669\uc740 \uc774\ub807\uac8c \ub2f5\ud588\uc2b5\ub2c8\ub2e4: \"\uadf8\ub4e4\uc758 \uc5c5\uc801\uc740 \uc874\uacbd\ud560 \ub9cc\ud558\uace0, \ud68c\uc0ac\ub294 \uc5ec\uc804\ud788 \ub9e4\uc6b0 \uacbd\uc7c1\ub825\uc774 \uc788\uc73c\uba70, \uc6b0\ub9ac\uc758 \uacbd\uc7c1\uc790\uc774\uae34 \ud558\uc9c0\ub9cc \uc5ec\uc804\ud788 \uacbd\uc7c1\uc0ac\ub97c \uc874\uacbd\ud558\uace0 \uc874\uc911\ud558\uba70 \uc88b\uc740 \uad00\uacc4\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\ub2e4\"\uace0 \ub2f5\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #000000;\"><strong><b>6.\ubc18\ub3c4\uccb4 \uc2b9\uc790\ub3c5\uc2dd, 51\uac1c \uae30\uc5c5\uc774 1\uc8704\ucc9c159\uc5b5 \ub2ec\ub7ec\uc758 \uc218\uc775\uc744 \ub3c5\uc810\ud558\ub294 \ub4f1 51\uac1c \uae30\uc5c5\uc774 \ubaa8\ub4e0 \uac83\uc744 \uac00\uc838\uac11\ub2c8\ub2e4.<\/b><\/strong><\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uae00\ub85c\ubc8c \ucee8\uc124\ud305 \uae30\uc5c5 \ub9e5\ud0a8\uc9c0\uc564\ucef4\ud37c\ub2c8\uac00 \uc9c0\ub09c 7\uc6d4 20\uc77c \ubc1c\ud45c\ud55c \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 \uc9c0\ub09c\ud574 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc5c5\uacc4\uac00 \ucc3d\ucd9c\ud55c \uacbd\uc81c\uc801 \uc774\uc775\uc758 \uac70\uc758 \ub300\ubd80\ubd84\uc744 \uc5d4\ube44\ub514\uc544, TSMC, SK\ud558\uc774\ub2c9\uc2a4, \ube0c\ub85c\ub4dc\ucef4 \ub4f1 \uc0c1\uc704 51\uac1c \uae30\uc5c5(\uc5f0\ub9e4\ucd9c \uae30\uc900)\uc774 \ub098\ub220\uac00\uc9c4 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 \uc0c1\uc704 51\uac1c \uae30\uc5c5\uc740 \ucd5c\ub300 1\uc870 4\ucc9c 590\uc5b5 \uc6d0\uc758 \uacbd\uc81c\uc801 \uc774\uc775\uc744 \uc5bb\uc740 \ubc18\uba74, \uc911\uac04 901\uac1c \uae30\uc5c5\uc740 \ucd1d \uc774\uc775\uc774 1\uc870 4\ucc9c 50\uc5b5 \uc6d0\uc5d0 \ubd88\uacfc\ud588\uc2b5\ub2c8\ub2e4. \ud558\uc704 51\uac1c \uae30\uc5c5\uc740 1\uc870 4\ucc9c 370\uc5b5 \uc6d0\uc758 \uc190\uc2e4\uc744 \uc785\uc5c8\uc2b5\ub2c8\ub2e4. \uc989, \uc0c1\uc704 \uae30\uc5c5\uc758 \uc774\uc775\uc740 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \uc804\uccb4\uac00 \ucc3d\ucd9c\ud55c \ucd1d \uacbd\uc81c\uc801 \uc774\uc775\uc778 1\uc870 4,470\uc5b5\uc744 \ucd08\uacfc\ud558\ub294 \uc218\uc900\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc774\ub7ec\ud55c \uc2dc\uc7a5 \uad6c\uc870\uc758 \ubcc0\ud654\ub294 \ubd88\uacfc 2~3\ub144 \ub9cc\uc5d0 \uc774\ub8e8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \ud32c\ub370\ubbf9 \uae30\uac04(2021~2022\ub144)\uc5d0\ub3c4 901\uac1c \uc911\uc704\uad8c \uae30\uc5c5\uc740 \uc5ec\uc804\ud788 \uc5f0\uac04 1\uc870 4\ucc9c\uc5b5 \uc6d0 \uc774\uc0c1\uc758 \uacbd\uc81c\uc801 \uc774\uc775\uc744 \uc5bb\uc5c8\uc73c\uba70, \uae30\uc5c5\ub2f9 \uc5f0\ud3c9\uade0 \uc774\uc775\uc740 \uc57d 1\uc5b5 4\ucc9c 3\ubc31\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 2023\ub144 AI \ubc18\ub3c4\uccb4 \ubd90\uc774 \uc77c\uae30 \uc2dc\uc791\ud55c \uc774\ud6c4 \uc774 \uc218\uce58\ub294 1\uc5b5 4\ucc9c 8\ubc31\ub9cc \ub2ec\ub7ec\ub85c \uae09\uac10\ud588\uace0, \uc791\ub144\uc5d0\ub294 1\uc5b5 4\ucc9c 7\ubc31\ub9cc \ub2ec\ub7ec\ub85c 2\ub144 \ub9cc\uc5d0 881\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uac00 \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ub9e5\ud0a8\uc9c0\ub294 AI \uad00\ub828 \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc774 2030\ub144\uae4c\uc9c0 \uc5f0\uac04 181\uc870 3\ucc9c\uc5b5~291\uc870 3\ucc9c\uc5b5\uc758 \uc131\uc7a5\uc744 \uc9c0\uc18d\ud558\ub294 \ubc18\uba74, AI\uc640 \uc9c1\uc811 \uad00\ub828\uc774 \uc5c6\ub294 \uc804\ud1b5\uc801\uc778 \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc740 \uc5f0\uac04 21\uc870 3\ucc9c\uc5b5~31\uc870 3\ucc9c\uc5b5\uc758 \uc131\uc7a5\uc5d0 \uadf8\uce60 \uac83\uc73c\ub85c \uc608\uce21\ud569\ub2c8\ub2e4. \ub9e5\ud0a8\uc9c0\ub294 \uc774\ub807\uac8c \ubd84\uc11d\ud588\uc2b5\ub2c8\ub2e4: \"\uc77c\ubd80 \uae30\uc5c5\uc740 AI \uac00\uce58 \ucc3d\ucd9c\uc758 \ubb3c\uacb0\uc744 \uc774\uc6a9\ud574 \uc804\ub840 \uc5c6\ub294 \uc218\uc775\uc744 \ucc3d\ucd9c\ud558\uace0 \uc788\uc9c0\ub9cc, \ub300\ubd80\ubd84\uc758 \uae30\uc5c5\uc740 \uc644\uc804\ud788 \ub2e4\ub978 \ud604\uc2e4\uc5d0 \uc9c1\uba74\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \"<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">'\uc2b9\uc790\ub3c5\uc2dd' \uc0c1\ud669\uc774 \ubc1c\uc0dd\ud558\ub294 \uc8fc\ub41c \uc774\uc720\ub294 \uc120\ub3c4 \uae30\uc5c5\uc774 \uc0c8\ub85c\uc6b4 \ubc18\ub3c4\uccb4 \uc81c\ud488\uc758 \ud45c\uc900\uc744 \uc815\ud560 \uad8c\ub9ac\ub97c \uac16\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uae30\uc874 \uc81c\ud488\uc758 \ud45c\uc900\uc740 JEDEC(\uad6d\uc81c\ubc18\ub3c4\uccb4\ud45c\uc900\ud611\uc758\uccb4)\uc5d0\uc11c \uc815\ud558\uace0, \uae30\uc5c5\ub4e4\uc740 \uc774 \ud45c\uc900\uc5d0 \ub530\ub77c \uc81c\ud488\uc744 \uac1c\ubc1c\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc81c\ud488 \uc0ac\uc591\uc774 \uc644\uc804\ud788 \ub2e4\ub978 \uacbd\uc6b0 \uc2dc\uc7a5\uc5d0 \uba3c\uc800 \uc9c4\uc785\ud55c \uae30\uc5c5\uc774 \ud45c\uc900 \uc81c\uc815\uc744 \uc8fc\ub3c4\ud560 \uc218 \uc788\ub294 \uad8c\ub9ac\ub97c \uac00\uc9c0\uac8c \ub418\uc5b4 '\ub8f0 \uba54\uc774\ucee4'\uac00 \ub418\uc5b4 \ud6c4\ubc1c \uc8fc\uc790\uc758 \uc9c4\uc785\uc744 \uc81c\ud55c\ud558\uac8c \ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #000000;\"><strong><b>7. \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc758 \uad6d\uc0b0\ud654\ub294 \uc911\uc694\ud55c \uc804\ud658\uc810\uc744 \ub9de\uc774\ud588\uc73c\uba70 \uc591\ucbd4\uac15 \uc800\uc7a5\uc18c\uc758 \uccab \ubc88\uc9f8 \uad6d\uac00 \uc0dd\uc0b0 \ubc0f \ud654\ud559 \uc0dd\uc0b0 \ub77c\uc778\uc740 \uc62c\ud574 \uc2dc\ud5d8 \uc0dd\uc0b0\uc5d0 \ud22c\uc785 \ub420 \uc608\uc815\uc785\ub2c8\ub2e4.<\/b><\/strong><\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc678\uad6d \uc7a5\ube44\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\uae30 \uc704\ud574 \uc591\ucbd4 \uc2a4\ud1a0\ub9ac\uc9c0 \ud14c\ud06c\ub180\ub85c\uc9c0(Yangtze Storage Technology Co., Ltd. (YMTC)\ub294 \"\uad6d\uac00\" \uc81c\uc870 \uc7a5\ube44\ub97c \ud64d\ubcf4\ud558\ub294 \ub370 \ud070 \ub3cc\ud30c\uad6c\ub97c \ub9c8\ub828\ud588\uc73c\uba70, 2025\ub144 \ud558\ubc18\uae30\uc5d0 \uccab \ubc88\uc9f8 \uad6d\uac00 \uc0dd\uc0b0 \uc0dd\uc0b0 \ub77c\uc778\uc774 \uc2dc\ud5d8 \uc0dd\uc0b0\uc5d0 \ub3c4\uc785\ub420 \uc608\uc815\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2016\ub144 \uc591\ucbd4\uac15 \uc2a4\ud1a0\ub9ac\uc9c0\ub294 3D \ub0b8\ub4dc \ud50c\ub798\uc2dc \uba54\ubaa8\ub9ac \uce69\uc758 \uc124\uacc4, \uc81c\uc870 \ubc0f \ud310\ub9e4\uc5d0 \uc8fc\ub825\ud558\ub294 \uc6b0\ud55c \ub3d9\ud638 \uc2e0\uae30\uc220 \uac1c\ubc1c\uad6c\uc5d0 \uacf5\uc2dd\uc801\uc73c\ub85c \ub4f1\ub85d\ub418\uc5c8\uc2b5\ub2c8\ub2e4. 2022\ub144 \ub9d0, \uc591\ucbd4\uac15 \uc2a4\ud1a0\ub9ac\uc9c0\ub294 \ubbf8\uad6d \uc0c1\ubb34\ubd80\uc758 \uae30\uc5c5 \ubaa9\ub85d\uc5d0 \ud3ec\ud568\ub418\uc5c8\uc73c\uba70, \ubbf8\uad6d\uc758 \ucca8\ub2e8 \uc6e8\uc774\ud37c \uc81c\uc870 \uc7a5\ube44\uc5d0 \uc811\uadfc\ud560 \uc218 \uc5c6\ub294 \uc0c1\ud669\uc5d0\uc11c\ub3c4 \uae30\uc874 \ub3c4\uad6c\uc5d0 \uc758\uc874\ud558\uc5ec \ucca8\ub2e8 NAND \ud50c\ub798\uc2dc \uc81c\ud488 \ub77c\uc778\uc758 \uac1c\ubc1c \ubc0f \uc81c\uc870\ub97c \uc720\uc9c0\ud558\uba74\uc11c \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5 \uacc4\ud68d\uc744 \uc801\uadf9\uc801\uc73c\ub85c \ucd94\uc9c4\ud588\uc2b5\ub2c8\ub2e4. \ud604\uc7ac \uc591\ucbd4 \uc2a4\ud1a0\ub9ac\uc9c0\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc740 \uc6d4 13\ub9cc \uc7a5\uc5d0 \uc721\ubc15\ud558\uc5ec \uc804 \uc138\uacc4 \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc57d 8%\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, 2025\ub144\uc5d0\ub294 \uc6d4 \uc0dd\uc0b0 \ub2a5\ub825 \uc57d 15\ub9cc \uc7a5(WSPM)\uc744 \ub2ec\uc131\ud558\uace0 2026\ub144 \ub9d0\uae4c\uc9c0 \uc804 \uc138\uacc4 \ub0b8\ub4dc \ud50c\ub798\uc2dc \uacf5\uae09\uc758 15%\ub97c \ucc28\uc9c0\ud558\uae30 \uc704\ud574 \ub178\ub825\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uae30\uc220\uc801\uc778 \uce21\uba74\uc5d0\uc11c\ub3c4 \uc591\ucbd4\uac15 \uc2a4\ud1a0\ub9ac\uc9c0\ub294 \uc0c1\ub2f9\ud55c \uc9c4\uc804\uc744 \uc774\ub8e8\uc5c8\uc2b5\ub2c8\ub2e4. 232\ub808\uc774\uc5b4 TLC(3\uc911 \ub808\uc774\uc5b4 \uc140) \uce69\uc778 X4-9070\uc740 \uc774\uc911 \ub808\uc774\uc5b4 \uc2a4\ud0dd\uc744 \ud1b5\ud574 294\ub808\uc774\uc5b4 \ub4f1\uac00 \ubc00\ub3c4\ub97c \ub2ec\uc131\ud588\uc73c\uba70 \uc778\ud130\ud398\uc774\uc2a4 \uc18d\ub3c4\ub294 3600MT\/s\uc785\ub2c8\ub2e4. 2025\ub144\uc5d0\ub294 294\ub2e8 \uc801\uce35\uc744 \uc774\uc5b4\uac08 3D QLC X4-6080\uc774 \ucd9c\uc2dc\ub420 \uc608\uc815\uc774\uba70, 2026\ub144\uc5d0\ub294 4800MT\/s\uc758 \uace0\uc18d \uc778\ud130\ud398\uc774\uc2a4\ub97c \uc9c0\uc6d0\ud558\ub294 2TB 3D TLC X5-9080\uacfc 3D QLC X5-6080\uc744 \uc591\uc0b0\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4. \ucc28\uc138\ub300 \uc544\ud0a4\ud14d\ucc98\ub294 300\ub808\uc774\uc5b4 \uc2a4\ud0dd\uc744 \ucd08\uacfc\ud558\uc5ec \uc6e8\uc774\ud37c\ub2f9 \ube44\ud2b8 \ucd9c\ub825\uc744 \ub192\uc774\uace0 \uacf5\uc815 \uc2dc\uac04\uc774 \uc99d\uac00\ud558\uace0 \uc6d4\uac04 \uc6e8\uc774\ud37c \uc218\uc728\uc774 \uac10\uc18c\ud558\ub354\ub77c\ub3c4 \ucd1d \uc0dd\uc0b0\ub7c9 \uc99d\uac00\ub97c \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uad6d\ub0b4 \uc0dd\uc0b0 \ub77c\uc778\uc758 \uc2dc\ud5d8 \uc0dd\uc0b0\uc774 \uc131\uacf5\ud558\uba74 \ube44\ud2b8 \uc0dd\uc0b0\ub7c9\uc744 \ub450 \ubc30\ub85c \ub298\ub9ac\uace0 \uc591\ucbd4\uac15 \uc2a4\ud1a0\ub9ac\uc9c0\uac00 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uae00\ub85c\ubc8c \uba54\ubaa8\ub9ac \uc0dd\uc0b0\ub2a5\ub825 \uc0c1\uc704 3\uac1c\uc0ac\ub294 \uc0bc\uc131, SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860\uc774\uba70, 2025\ub144 3\uac1c\uc0ac\uc758 \uc0dd\uc0b0\ub2a5\ub825 \uc804\ub9dd\uce58\ub294 \uac01\uac01 66\ub9cc \uac1c, 50\ub9cc \uac1c, 30\ub9cc \uac1c\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud14c\uc2a4\ud2b8 \ub77c\uc778\uc5d0\uc11c \ub300\uaddc\ubaa8 \uc591\uc0b0\uae4c\uc9c0 \ud558\ub8e8\uc544\uce68\uc5d0 \uc774\ub904\uc9c0\ub294 \uac83\uc774 \uc544\ub2c8\uba70, \uad6d\uc0b0 \uc7a5\ube44\uc758 \uc7a5\uae30\uc801\uc778 \uc548\uc815\uc131, \uc7a5\ube44 \uac04 \uacf5\uc815 \ud638\ud658\uc131, \uc6d0\uac00 \uad00\ub9ac \ub2a5\ub825 \ub4f1 \uc218\uc728 \uc548\uc815\uc131\ubd80\ud130 \uc6d0\uac00 \ucd5c\uc801\ud654, \uc81c\ud488 \ubc18\ubcf5\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \ucd5c\uc18c 3~5\ub144\uc758 \uc5f0\uc0ad \uc0ac\uc774\ud074\uc774 \ud544\uc694\ud55c \ub4f1 \ud574\uacb0\ud574\uc57c \ud560 \ud575\uc2ec \uacfc\uc81c\uac00 \ub9ce\ub2e4\ub294 \uc810\uc744 \ubd84\uba85\ud788 \uc778\uc2dd\ud574\uc57c \ud569\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubaa8\uac74 \uc2a4\ud0e0\ub9ac\uac00 \ucd94\uc0b0\ud55c 45%\uc758 \uad6d\ub0b4 \uc7a5\ube44 \ucc44\ud0dd\ub960\uc740 \uc911\uad6d \ud3c9\uade0\uacfc \ub2e4\ub978 \uc8fc\uc694 \uad6d\ub0b4 \ud339(\uc911\uad6d \ucd5c\ub300 \ud339\uc778 SMIC\ub294 \ubca0\uc774\uc9d5 \ud339\uc5d0\uc11c 22%, \ub9c1\uac15 \ud339\uc5d0\uc11c 18%\uc758 \uad6d\uc0b0\ud654\uc728\uc744 \ub2ec\uc131\ud588\ub2e4)\uc744 \ud6e8\uc52c \uc6c3\ub3c4\ub294 \uc218\uce58\uc774\uc9c0\ub9cc, 45% \uad6d\uc0b0\ud654\uc728\uc740 \uc5ec\uc804\ud788 100%\uc5d0 \ud6e8\uc52c \ubabb \ubbf8\uce58\ub294 \uc218\uc900\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc591\ucbd4\uac15 \uc2a4\ud1a0\ub9ac\uc9c0\uc758 \uad6d\uac00 \uc0dd\uc0b0 \ub77c\uc778 \uc2dc\ud5d8 \uc0dd\uc0b0\uc740 \uae00\ub85c\ubc8c \uacbd\uc7c1\uc5d0\uc11c \uc911\uad6d \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 '\ud328\ub7ec\ub2e4\uc784 \ud601\uc2e0'\uc785\ub2c8\ub2e4. \uc774\ub294 \ud6c4\uc9c4\uc801\uc778 \ub2e8\uc77c \uc9c0\uc810 \uae30\uc220\uc758 \uacbd\uc6b0\uc5d0\ub3c4 \uc7a5\ube44, \ud504\ub85c\uc138\uc2a4 \ubc0f \uc544\ud0a4\ud14d\ucc98\uc758 \uc2dc\uc2a4\ud15c \ud611\uc5c5\uc744 \ud1b5\ud574 \uc0b0\uc5c5 \uccb4\uc778\uc758 \uc804\ubc18\uc801\uc778 \ud601\uc2e0\uc744 \ub2ec\uc131\ud560 \uc218 \uc788\uc74c\uc744 \uc99d\uba85\ud569\ub2c8\ub2e4. \uc9d1\uc801 \ud68c\ub85c \uc0dd\uc0b0\uc740 9 \uac00\uc9c0 \ubc94\uc8fc\uc758 \ud575\uc2ec \uc7a5\ube44 \ubc0f \uae30\ud0c0 \ubcf4\uc870 \ubaa8\ub4c8\uc744 \ud3ec\ud568\ud558\ub294 \uccb4\uacc4\uc801\uc778 \ud504\ub85c\uc81d\ud2b8\uc774\uba70, \uad6d\uac00 \uc0dd\uc0b0 \ub77c\uc778\uc758 \ud480 \uc2a4\ub8e8\ub294 \ub2e8\uc77c \ub9c1\ud06c\uc758 \ub3cc\ud30c\uad6c\uac00 \uc544\ub2c8\ub77c \ubaa8\ub4e0 \ub9c1\ud06c\uc758 \ub3cc\ud30c\uad6c\ub77c\ub294 \uc810\uc5d0\uc11c \ud070 \uc758\ubbf8\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc6b0\ub9ac\ub098\ub77c\ub294 2024\ub144 \uc811\ucc29\uc81c \uc81c\uac70 \uc7a5\ube44, CMP \uc7a5\ube44, \uc138\uc815 \uc7a5\ube44, \uc2dd\uac01 \uc7a5\ube44, \uc5f4\ucc98\ub9ac \uc7a5\ube44\uc758 \uad6d\uc0b0\ud654\uc728\uc774 30%\ub97c \ucd08\uacfc\ud558\uace0, PVD\/CVD\/ALD, \uc811\ucc29\uc81c \uac1c\ubc1c, \uc774\uc628 \uc8fc\uc785, \uc218\ub7c9 \uac80\ucd9c \ubc0f \ub9ac\uc18c\uadf8\ub798\ud53c\uc758 \uad6d\uc0b0\ud654\uc728\uc740 \uac01\uac01 5~20%, 5~10%, 10~20%, 1~10% \ubc0f 0~1%\ub85c \uc5ec\uc804\ud788 20% \ubbf8\ub9cc\uc774 \ub420 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ud2b9\ud788 \ud14c\ud06c\uc778\uc0ac\uc774\ud2b8\uc758 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 \uc591\ucbd4 \uc2a4\ud1a0\ub9ac\uc9c0\uc758 \ucd5c\uc2e0 '\uc5d1\uc2a4\ud0dc\ud0b9 4.0' \uce69\uc740 \uc131\ub2a5 \uba74\uc5d0\uc11c \uc2dc\uc7a5 \uc120\ub3c4\uc5c5\uccb4\uc640 \ub3d9\ub4f1\ud558\uc9c0\ub9cc \uadf9\uc790\uc678\uc120 \ub178\uad11(EUV) \ub4f1 \uc8fc\uc694 \ubd84\uc57c\uc5d0\uc11c \uc911\uad6d\uacfc \uc678\uad6d\uc758 \uaca9\ucc28\uac00 \uc788\uae30 \ub54c\ubb38\uc5d0 \uc7a5\ube44 \uc6a9\ub7c9\uacfc \uc0dd\uc0b0\ub7c9 \uac04\uc758 \uaca9\ucc28\ub97c \uc904\uc774\ub294 \ub2a5\ub825\uc5d0 \ub530\ub77c \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc774 \uc88c\uc6b0\ub420 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span style=\"color: #000000;\"><strong><b>8.SEMI\ub294 2025\ub144 \uc804 \uc138\uacc4 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \ub9e4\ucd9c \ucd1d\uc561\uc774 \uc0ac\uc0c1 \ucd5c\uace0\uce58\uc778 1\uc8704\ucc9c125\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\uc2b5\ub2c8\ub2e4.<\/b><\/strong><\/span><\/h4>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2025\ub144 7\uc6d4 22\uc77c, SEMI\ub294 \uc911\uae30 \ucd1d \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc804\ub9dd - OEM \uc804\ub9dd\uc5d0\uc11c 2025\ub144 \uae00\ub85c\ubc8c \uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0\uc5c5\uccb4(OEM)\uc758 \uae00\ub85c\ubc8c \ucd1d \ubc18\ub3c4\uccb4 \uc81c\uc870 \uc7a5\ube44 \ub9e4\ucd9c\uc774 \uc804\ub144 \ub300\ube44 7.41% \uc99d\uac00\ud55c 1\uc8704\ucc9c255\uc5b5 \ub2ec\ub7ec\ub85c \uc2e0\uae30\ub85d\uc744 \ub2ec\uc131\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud588\uc2b5\ub2c8\ub2e4. \ucca8\ub2e8 \ub85c\uc9c1, \uba54\ubaa8\ub9ac \ubc0f \uae30\uc220\uc758 \uc9c0\uc18d\uc801\uc778 \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc5d0 \ud798\uc785\uc5b4 \uc7a5\ube44 \ub9e4\ucd9c\uc740 2026\ub144 1\uc870 4,381\uc5b5 \ub2ec\ub7ec\ub85c \ub354\uc6b1 \uc99d\uac00\ud558\uc5ec 3\ub144 \uc5f0\uc18d \uc131\uc7a5\uc744 \ub2ec\uc131\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>\ubc18\ub3c4\uccb4 \uc7a5\ube44 \ubd80\ubb38\ubcc4 \ub9e4\ucd9c<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\uc6e8\uc774\ud37c \uacf5\uc815, \ud339 \uc2dc\uc124, \ub9c8\uc2a4\ud06c\/\ub9c8\uc2a4\ud06c \uc7a5\ube44\ub97c \ud3ec\ud568\ud558\ub294 \uc6e8\uc774\ud37c \ud339 \uc7a5\ube44(WFE) \ubd80\ubb38\uc740 2024\ub144 1\uc870 4,043\uc5b5 \ub2ec\ub7ec\uc758 \ub9e4\ucd9c\uc744 \uae30\ub85d\ud55c \ud6c4 2025\ub144\uc5d0\ub294 6.21% \uc131\uc7a5\ud55c 1\uc870 4,108\uc5b5 \ub2ec\ub7ec\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774 \uc218\uce58\ub294 \ud30c\uc6b4\ub4dc\ub9ac \ubc0f \uba54\ubaa8\ub9ac \uc751\uc6a9 \uc7a5\uce58\uc758 \ub9e4\ucd9c \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 2024\ub144 \ub9d0 SEMI\uc758 \uc804\ub9dd\uce58\uc778 1\uc870 4,076\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c \uc0c1\ud5a5 \uc870\uc815\ub41c \uac83\uc785\ub2c8\ub2e4. 2026\ub144\uc744 \ub0b4\ub2e4\ubcf4\uba74, WFE \ubd80\ubb38\uc740 \uc8fc\uc694 \uc2dc\uc7a5 \ubd80\ubb38\uc5d0\uc11c AI \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uacfc \uacf5\uc815 \uae30\uc220 \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud55c \ucca8\ub2e8 \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac \uc6a9\ub7c9 \ud655\uc7a5\uc5d0 \ud798\uc785\uc5b4 10.21% \uc99d\uac00\ud55c $1,221\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">\ubc31\uc5d4\ub4dc \uc7a5\ube44 \ubd80\ubb38\uc740 2024\ub144\uc5d0 \uc2dc\uc791\ub41c \uac15\ub825\ud55c \ud68c\ubcf5\uc138\uc5d0 \ud798\uc785\uc5b4 \uacc4\uc18d \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \ud14c\uc2a4\ud2b8 \uc7a5\ube44 \ub9e4\ucd9c\uc740 2024\ub144 \uc804\ub144 \ub300\ube44 20.31% \uc99d\uac00\ud55c \ub370 \uc774\uc5b4 2025\ub144\uc5d0\ub294 23.21% \ucd94\uac00 \uc131\uc7a5\ud558\uc5ec \uae30\ub85d\uc801\uc778 1\uc870 4\ucc9c 930\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud3ec\uc7a5 \uc7a5\ube44 \ub9e4\ucd9c\uc740 2024\ub144\uc5d0 25.41\uc870 3,000\uc5b5 \ub2ec\ub7ec\ub85c \uc99d\uac00\ud588\uc73c\uba70 2025\ub144\uc5d0\ub294 7.71\uc870 3,000\uc5b5 \ub2ec\ub7ec\uac00 \ub354 \uc99d\uac00\ud558\uc5ec 1\uc870 4,54\uc5b5 \ub2ec\ub7ec\uac00 \ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 2026\ub144\uc5d0\ub294 \ubc31\uc5d4\ub4dc \uc7a5\ube44 \ubd84\uc57c\uc758 \ud655\uc7a5 \ubaa8\uba58\ud140\uc774 \uc9c0\uc18d\ub418\uc5b4 \ud14c\uc2a4\ud2b8 \uc7a5\ube44 \ub9e4\ucd9c\uc774 5.0%, \ud328\ud0a4\uc9d5 \uc7a5\ube44 \ub9e4\ucd9c\uc774 15.0% \uc99d\uac00\ud558\uc5ec 3\ub144 \uc5f0\uc18d \uc131\uc7a5\uc744 \ub2ec\uc131\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c \ub514\ubc14\uc774\uc2a4 \uc544\ud0a4\ud14d\ucc98\uc758 \ubcf5\uc7a1\uc131\uc774 \ud06c\uac8c \uc99d\uac00\ud558\uace0 \uc778\uacf5\uc9c0\ub2a5\uacfc \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \ubc18\ub3c4\uccb4\uc758 \uace0\uc131\ub2a5\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uac15\uc138\ub97c \ubcf4\uc778 \ub370 \ub530\ub978 \uac83\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc790\ub3d9\ucc28, \uc0b0\uc5c5 \ubc0f \uc18c\ube44\uc790 \ucd5c\uc885 \uc2dc\uc7a5\uc758 \uc9c0\uc18d\uc801\uc778 \uc57d\uc138\ub294 \uc774 \ubd80\ubb38\uc758 \uc131\uc7a5\uc5d0 \uc5b4\ub290 \uc815\ub3c4 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac83\uc785\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\"><strong>\uc9c0\uc5ed\ubcc4 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \ud310\ub9e4\ub7c9<\/strong><\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">2026\ub144\uae4c\uc9c0 \uc911\uad6d \ubcf8\ud1a0, \ub300\ub9cc, \ud55c\uad6d\uc774 \uc7a5\ube44 \uc9c0\ucd9c\uc5d0\uc11c \uc0c1\uc704 3\uc704\ub97c \uacc4\uc18d \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d \ubcf8\ud1a0\ub294 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uacc4\uc18d\ud574\uc11c \ubaa8\ub4e0 \uc9c0\uc5ed\uc744 \uc120\ub3c4\ud560 \uac83\uc774\uc9c0\ub9cc, 2024\ub144\uc5d0 \uae30\ub85d\ud55c 1\uc870 4,945\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c \ub9e4\ucd9c\uc774 \uac10\uc18c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc720\ub7fd\uc744 \uc81c\uc678\ud55c \ubaa8\ub4e0 \uc9c0\uc5ed\uc740 2025\ub144\ubd80\ud130 \uc7a5\ube44 \uc9c0\ucd9c\uc774 \ud06c\uac8c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ubb34\uc5ed \uc815\ucc45 \ub9ac\uc2a4\ud06c\uc758 \uc99d\uac00\ub294 \uc5ec\ub7ec \uc9c0\uc5ed\uc758 \uc131\uc7a5 \uc18d\ub3c4\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>\uc911\uad6d \ud574\uad00\ucd1d\uc11c\uc5d0 \ub530\ub974\uba74 2025\ub144 \uc0c1\ubc18\uae30 \uc6b0\ub9ac\ub098\ub77c\uc758 \uc218\ucd9c\uc785 \uc0c1\ud488 \ubb34\uc5ed\uc561\uc740 21\uc870 7,900\uc5b5 \uc704\uc548\uc73c\ub85c \uc804\ub144 \ub3d9\uae30 \ub300\ube44 2.91% \uc99d\uac00\ud55c 2\uc870 3,000\uc5b5 \uc704\uc548\uc774 \ub420 \uac83\uc774\ub77c\uace0 \ud569\ub2c8\ub2e4. \uc774 \uc911 \uc218\ucd9c\uc740 13\uc870 \uc704\uc548\uc73c\ub85c 7.21\uc870 \uc704\uc548 \uc99d\uac00, \uc218\uc785\uc740 8\uc870 7,900\uc5b5 \uc704\uc548\uc73c\ub85c 2.71\uc870 \uc704\uc548 \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. 2025 \ub144 \uc0c1\ubc18\uae30 \uc6b0\ub9ac\ub098\ub77c\uc758 \uc218\ucd9c\uc785 \uaddc\ubaa8\ub294 20 \uc870 \uc704\uc548\uc73c\ub85c \uac19\uc740 \uae30\uac04 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d \ud560 \uac83\uc785\ub2c8\ub2e4. \ubd84\uae30\ubcc4 \ucd94\uc138\ub85c \ubcf4\uba74 2\ubd84\uae30 \uc218\ucd9c\uc785\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 4.51\uc870 3\ucc9c\uc5b5 \uc704\uc548 \uc99d\uac00\ud574 1\ubd84\uae30\ubcf4\ub2e4 3.2% \ud3ec\uc778\ud2b8 \uc99d\uac00\ud588\uc73c\uba70, 7\ubd84\uae30 \uc5f0\uc18d \uc804\ub144 \ub3d9\uae30 \ub300\ube44 \uc131\uc7a5\uc138\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"author":8,"featured_media":2881,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[36],"tags":[298,307,286,282],"acf":[],"_links":{"self":[{"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/posts\/2880"}],"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=2880"}],"version-history":[{"count":0,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/posts\/2880\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/media\/2881"}],"wp:attachment":[{"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/media?parent=2880"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/categories?post=2880"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.siproin-ic.com\/ko\/wp-json\/wp\/v2\/tags?post=2880"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}