{"id":30215,"date":"2026-02-08T07:01:57","date_gmt":"2026-02-08T07:01:57","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-packaging-market-mordor\/"},"modified":"2026-09-25T02:09:26","modified_gmt":"2026-09-24T17:09:26","slug":"semiconductor-packaging-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-packaging-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026~2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/semiconductor-packaging-market-1768795810533-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/semiconductor-packaging-market-size-image-1770207962615.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/li>\n<li class=\"toc-level-2\">1.2 \uc5f0\uad6c \ubc94\uc704<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud604\ud669<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 2.5D\/3D \uc778\ud130\ud3ec\uc800\ub97c \uc774\ub044\ub294 AI \uac00\uc18d\uae30 \ubd90<\/li>\n<li class=\"toc-level-3\">4.2.2 \ubbf8\uad6d \ubc0f \uc544\uc2dc\uc544\uc758 \uc804\uae30\ucc28 \uc804\ub825 \ud328\ud0a4\uc9c0<\/li>\n<li class=\"toc-level-3\">4.2.3 \ubbf8\uad6d-EU CHIPS \uc778\uc13c\ud2f0\ube0c\ub85c \uc778\ud55c \ud604\uc9c0 \ud6c4\uacf5\uc815 \ud339 \uad6c\ucd95<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc911\uad6d \ubc0f \ud55c\uad6d\uc758 5G RF-SiP \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.5 \ucd08\uc800\uac00 IoT\ub97c \uc704\ud55c \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5<\/li>\n<li class=\"toc-level-3\">4.2.6 \uace0\ubc00\ub3c4 \uc778\ud130\ud3ec\uc800\ub97c \uad6c\ub3d9\ud558\ub294 \uce69\ub81b \uc544\ud0a4\ud14d\ucc98<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.3.1 ABF \uae30\ud310 \uacf5\uae09 \ubd80\uc871 (\ub300\ub9cc\/\uc77c\ubcf8)<\/li>\n<li class=\"toc-level-3\">4.3.2 3D TSV\/\ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uc758 \uc218\uc728 \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc911\uad6d\uc5d0 \ub300\ud55c \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ub3c4\uad6c \uc218\ucd9c \ud1b5\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.4 5nm \uc774\ud558 \ud32c\uc544\uc6c3 WLP\uc758 \uc5f4 \ubc29\ucd9c \ud55c\uacc4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.6 \uac70\uc2dc\uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/li>\n<li class=\"toc-level-2\">4.7 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.8 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.8.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.9 \uc0b0\uc5c5 \uc0dd\uc0b0 \ub2a5\ub825 \ubc0f \ud22c\uc790 \ub3d9\ud5a5 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.10 \uac00\uaca9 \ubd84\uc11d<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \ud328\ud0a4\uc9d5 \ud50c\ub7ab\ud3fc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ucca8\ub2e8 \ud328\ud0a4\uc9d5<\/li>\n<li class=\"toc-level-4\">5.1.1.1 \ud50c\ub9bd\uce69<\/li>\n<li class=\"toc-level-4\">5.1.1.2 \ud32c\uc544\uc6c3 WLP<\/li>\n<li class=\"toc-level-4\">5.1.1.3 \ud32c\uc778 WLP<\/li>\n<li class=\"toc-level-4\">5.1.1.4 2.5D \/ 3D IC<\/li>\n<li class=\"toc-level-4\">5.1.1.5 \uc784\ubca0\ub514\ub4dc \ub2e4\uc774<\/li>\n<li class=\"toc-level-4\">5.1.1.6 SiP \/ PoP<\/li>\n<li class=\"toc-level-4\">5.1.1.7 \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc804\ud1b5 \ud328\ud0a4\uc9d5<\/li>\n<li class=\"toc-level-4\">5.1.2.1 \uc640\uc774\uc5b4 \ubcf8\ub4dc<\/li>\n<li class=\"toc-level-4\">5.1.2.2 \ub9ac\ub4dc\ud504\ub808\uc784<\/li>\n<li class=\"toc-level-4\">5.1.2.3 QFN \/ QFP \/ SOP<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ud328\ud0a4\uc9d5 \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc720\uae30 \uae30\ud310<\/li>\n<li class=\"toc-level-3\">5.2.2 \ub9ac\ub4dc\ud504\ub808\uc784<\/li>\n<li class=\"toc-level-3\">5.2.3 \ubcf8\ub529 \uc640\uc774\uc5b4<\/li>\n<li class=\"toc-level-3\">5.2.4 \ubd09\uc9c0 \uc218\uc9c0<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc138\ub77c\ubbf9 \ud328\ud0a4\uc9c0<\/li>\n<li class=\"toc-level-3\">5.2.6 \uc194\ub354 \ubcfc \ubc0f \ubc94\ud504<\/li>\n<li class=\"toc-level-3\">5.2.7 \ub2e4\uc774 \uc5b4\ud0dc\uce58 \ubc0f TIM<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 200mm \ubbf8\ub9cc<\/li>\n<li class=\"toc-level-3\">5.3.2 300mm<\/li>\n<li class=\"toc-level-3\">5.3.3 450mm \ucd08\uacfc \/ \ud328\ub110<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 OSAT<\/li>\n<li class=\"toc-level-3\">5.4.2 \ud30c\uc6b4\ub4dc\ub9ac \ud6c4\uacf5\uc815<\/li>\n<li class=\"toc-level-3\">5.4.3 IDM \uc790\uccb4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \uc6e8\uc5b4\ub7ec\ube14<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \ucef4\ud4e8\ud305 \/ \ub370\uc774\ud130 \uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc790\ub3d9\ucc28 \ubc0f \ubaa8\ube4c\ub9ac\ud2f0<\/li>\n<li class=\"toc-level-4\">5.5.2.1 ADAS \/ EV \uc804\ub825<\/li>\n<li class=\"toc-level-3\">5.5.3 \ud1b5\uc2e0 \ubc0f \ud154\ub808\ucf64<\/li>\n<li class=\"toc-level-4\">5.5.3.1 5G \uc778\ud504\ub77c<\/li>\n<li class=\"toc-level-3\">5.5.4 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc758\ub8cc \ubc0f \ud5ec\uc2a4\ucf00\uc5b4 \uae30\uae30<\/li>\n<li class=\"toc-level-3\">5.5.6 \uc0b0\uc5c5 \ubc0f \uc5d0\ub108\uc9c0 (LED \/ \uc804\ub825)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.6.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.6.2 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.2.4 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.6.2.5 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.6.3.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.6.4 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.4.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.6.4.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.6.4.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.6.4.1.3 \uae30\ud0c0 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.6.4.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.6.4.2.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-5\">5.6.4.2.3 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-3\">5.6.5 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.5.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 ASE Technology Holding Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.2 Amkor Technology, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 JCET Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.4 Siliconware Precision Industries Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 Powertech Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 Tianshui Huatian Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 UTAC Holdings Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 ChipMOS Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 Chipbond Technology Corp.<\/li>\n<li class=\"toc-level-3\">6.4.10 Intel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.11 Samsung Electronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 Taiwan Semiconductor Manufacturing Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 Micron Technology, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 Texas Instruments Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 Advanced Micro Devices, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 Hana Micron Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Nepes Corporation<\/li>\n<li class=\"toc-level-3\">6.4.18 TongFu Microelectronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Shinko Electric Industries Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.20 Unisem (M) Berhad<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5 \uac1c\uc694 (2026\ub144 ~ 2031\ub144)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2031\ub144\uae4c\uc9c0\uc758 \ubd84\uc11d\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc870\uc0ac \uae30\uac04\uc740 2020\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc774\uba70, \uc2dc\uc7a5\uc740 2026\ub144 549\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 894\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud558\uc5ec \uc5f0\ud3c9\uade0 10.24%\uc758 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc911\ub3d9 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \ub3d9\uc778<\/p>\n<p>\ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc740 \uc778\uacf5\uc9c0\ub2a5(AI) \uac00\uc18d\uae30\uc5d0 \ub300\ud55c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \uc218\uc694 \uc99d\uac00, \uc804\uae30\ucc28(EV)\uc758 \uc804\ub825 \uc694\uad6c\uc0ac\ud56d \uc99d\ub300, \uadf8\ub9ac\uace0 \ubbf8\uad6d CHIPS \ubc0f \uacfc\ud559\ubc95(CHIPS and Science Act)\uacfc EU \ubc18\ub3c4\uccb4\ubc95(EU Chips Act)\uacfc \uac19\uc740 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 2.5D\/3D \uc778\ud130\ud3ec\uc800\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ubd80\uc871\uc740 \ub2e4\ub144\uac04\uc758 \uc608\uc57d \uacc4\uc57d\uc744 \uc774\ub04c\uc5c8\uc73c\uba70, \uc9c0\uc5ed\ubcc4 \ubcf4\uc870\uae08\uc740 \uc804\ud1b5\uc801\uc778 \uc544\uc6c3\uc18c\uc2f1 \uc9c0\ub3c4\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uadf8\ub7ec\ub098 \uae30\ud310 \ubd80\uc871, \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uc758 \uc218\uc728 \ubb38\uc81c, \ud32c\uc544\uc6c3 \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9d5(FOWLP)\uc758 \uc5f4\uc801 \ud55c\uacc4 \ub4f1\uc740 \uc2dc\uc7a5 \ud655\uc7a5\uc5d0 \ub300\ud55c \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1 \uc804\ub7b5\uc740 \ud30c\uc6b4\ub4dc\ub9ac\uc758 \ud6c4\ubc29 \ud1b5\ud569, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \uacf5\ub3d9 \ud22c\uc790, \uadf8\ub9ac\uace0 \ud45c\uc900\ud654\ub41c \ub2e4\uc774-\ud22c-\ub2e4\uc774(die-to-die) \uc778\ud130\ucee4\ub125\ud2b8\uc758 \uac00\uc18d\ud654\ub41c \ucc44\ud0dd\uc744 \uc911\uc2ec\uc73c\ub85c \uc804\uac1c\ub418\uba70, \uc774\ub294 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc758 \uada4\uc801\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d (\uc138\uadf8\uba3c\ud2b8\ubcc4)<\/p>\n<p>*   \ud328\ud0a4\uc9d5 \ud50c\ub7ab\ud3fc: \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc774 2025\ub144 \ub9e4\ucd9c\uc758 65.71%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 10.61% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ud328\ud0a4\uc9d5 \uc7ac\ub8cc: \uc720\uae30 \uae30\ud310\uc774 2025\ub144 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 37.82%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc138\ub77c\ubbf9 \ud328\ud0a4\uc9c0\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 11.67% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \ud06c\uae30: 300mm \uc6e8\uc774\ud37c\uac00 2025\ub144 \ubb3c\ub7c9\uc758 59.17%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud328\ub110 \ub808\ubca8 \uae30\ud310\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 10.89% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc0ac\uc5c5 \ubaa8\ub378: \uc544\uc6c3\uc18c\uc2f1 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8(OSAT) \uc5c5\uccb4\uac00 2025\ub144 \ub9e4\ucd9c\uc758 48.33%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud30c\uc6b4\ub4dc\ub9ac \ud6c4\uacf5\uc815(Back-End) \uc6b4\uc601\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 10.83% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5: \uac00\uc804\uc81c\ud488\uc774 2025\ub144 \uc218\uc694\uc758 43.49%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 \ubc0f \ubaa8\ube4c\ub9ac\ud2f0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 11.43% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 66.89%\uc758 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, \uc911\ub3d9 \uc9c0\uc5ed\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 11.29%\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc131\uc7a5 \ub3d9\uc778:<\/p>\n<p>*   AI \uac00\uc18d\uae30 \uc218\uc694 \uc99d\uac00 \ubc0f 2.5D\/3D \uc778\ud130\ud3ec\uc800: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\ub294 30,000\uac1c \uc774\uc0c1\uc758 GPU \ud074\ub7ec\uc2a4\ud130\ub97c \ubc30\uce58\ud558\uba70, \uac01 GPU\ub294 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac \uc2a4\ud0dd\uacfc \ub85c\uc9c1 \ub2e4\uc774\ub97c \uc5f0\uacb0\ud558\uae30 \uc704\ud574 \uace0\uc218\uc728 \uc778\ud130\ud3ec\uc800\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. TSMC\uc758 CoWoS \uc0dd\uc0b0 \ub2a5\ub825\uc740 95% \uc774\uc0c1 \uac00\ub3d9\ub960\uc744 \ubcf4\uc774\uba70 2027\ub144\uae4c\uc9c0 \uc2ac\ub86f \uc608\uc57d\uc774 \uc644\ub8cc\ub418\uc5c8\uc2b5\ub2c8\ub2e4. 2.5D \uacf5\uc815\uc758 \ud3c9\uade0 \uc218\uc728\uc740 \uc57d 75%\ub85c, \ubd88\ub7c9 \uae30\ud310\uc758 \ub192\uc740 \ud3d0\uae30 \ube44\uc6a9\uc774 \ubc1c\uc0dd\ud569\ub2c8\ub2e4. \uc778\ud154\uc758 Meteor Lake \ud504\ub85c\uc138\uc11c\ub294 10\ub9c8\uc774\ud06c\ub860 \ubc94\ud504 \ud53c\uce58\ub85c \ud328\ud0a4\uc9c0 \uba74\uc801\uc744 40% \uc904\uc600\uc73c\ub098, \uc5f4 \ubc00\ub3c4\ub97c 200W\/cm\u00b2\uae4c\uc9c0 \ub192\uc600\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc804\uae30\ucc28 \uc804\ub825 \ud328\ud0a4\uc9c0 \uc218\uc694 \uc99d\uac00: \uc804\uae30\ucc28 \uc778\ubc84\ud130\ub294 200\u00b0C \uc774\uc0c1\uc758 \uc811\ud569 \uc628\ub3c4\uc640 \ubc18\ubcf5\uc801\uc778 150\u00b0C \uc5f4 \uc0ac\uc774\ud074\uc744 \uacac\ub51c \uc218 \uc788\ub294 \uc804\ub825 \ubaa8\ub4c8\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. Wolfspeed\ub294 2025 \ud68c\uacc4\uc5f0\ub3c4\uc5d0 800\ubcfc\ud2b8 \uc544\ud0a4\ud14d\ucc98\uc6a9 \uc790\ub3d9\ucc28 \uc124\uacc4 \uc218\uc8fc\ub97c \ub450 \ubc30\ub85c \ub298\ub838\uc2b5\ub2c8\ub2e4. Kyocera \ubc0f NGK Spark Plug\uc758 \uc138\ub77c\ubbf9 \uae30\ud310\uc740 250W\/m\u00b7K \uc774\uc0c1\uc758 \uc5f4\uc804\ub3c4\uc728\uc744 \ubcf4\uc774\uc9c0\ub9cc \uc720\uae30 \ub77c\ubbf8\ub124\uc774\ud2b8\ubcf4\ub2e4 \ube44\uc6a9\uc774 \ub192\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \ub0b4\uc218 \ubd80\ud488 \uc778\uc13c\ud2f0\ube0c\ub294 Infineon\uacfc ON Semiconductor\uac00 \ud14d\uc0ac\uc2a4\uc640 \ub274\uc695\uc5d0 20\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud328\ud0a4\uc9d5 \ud22c\uc790\ub97c \ub2e8\ud589\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d \ubc0f EU CHIPS \uc778\uc13c\ud2f0\ube0c: 2025\ub144 12\uc6d4\uae4c\uc9c0 CHIPS \ubc0f \uacfc\ud559\ubc95\uc740 79\uc5b5 \ub2ec\ub7ec\uc758 \ubcf4\uc870\uae08\uacfc 250\uc5b5 \ub2ec\ub7ec\uc758 \ub300\ucd9c \ubcf4\uc99d\uc744 \uc81c\uacf5\ud588\uc73c\uba70, Amkor\ub294 TSMC \ud53c\ub2c9\uc2a4 \uacf5\uc7a5 \uc606\uc5d0 20\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uacf5\uc7a5\uc744 \uac74\uc124\ud558\uae30 \uc704\ud574 4\uc5b5 \ub2ec\ub7ec\ub97c \uc9c0\uc6d0\ubc1b\uc558\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc5d0\uc11c\ub294 33\uc5b5 \uc720\ub85c(35\uc5b5 \ub2ec\ub7ec)\uac00 \ub4dc\ub808\uc2a4\ub374\uc758 Infineon-GlobalFoundries \uacf5\ub3d9 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ud22c\uc785\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ud654\ub294 \uc9c1\uc811 \ub178\ub3d9 \ube44\uc6a9\uc744 \ucd1d \ube44\uc6a9\uc758 15% \ubbf8\ub9cc\uc73c\ub85c \uc904\uc5ec, \uc6e8\uc774\ud37c \ud339 \ubc0f \uace0\uac1d\uacfc\uc758 \uadfc\uc811\uc131\uc774 \uc800\uc784\uae08 \uc9c0\uc5ed\uc758 \ube44\uc6a9 \uc6b0\uc704\ubcf4\ub2e4 \uc911\uc694\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\ub97c \ud1b5\ud55c \uace0\ubc00\ub3c4 \uc778\ud130\ud3ec\uc800: AMD\uc758 MI300 \uac00\uc18d\uae30\ub294 \ub2e8\uc77c \uc778\ud130\ud3ec\uc800\uc5d0 13\uac1c\uc758 \uce69\ub81b\uc744 \ud1b5\ud569\ud558\uc5ec 5.3TB\/s\uc758 \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uc744 \uc81c\uacf5\ud558\uba70, \ubaa8\ub180\ub9ac\uc2dd \ub2e4\uc774 \ube44\uc6a9\uc744 \uc57d 35% \uc808\uac10\ud569\ub2c8\ub2e4. UCIe(Universal Chiplet Interconnect Express) \uc0ac\uc591\uc740 \uc804\uae30, \ud504\ub85c\ud1a0\ucf5c, \uae30\uacc4\uc801 \uc778\ud130\ud398\uc774\uc2a4\ub97c \ud45c\uc900\ud654\ud558\uc9c0\ub9cc, \uc778\ud154, TSMC, \uc0bc\uc131\uc758 \ub3c5\uc810 \ub9c1\ud06c\ub294 \uc5ec\uc804\ud788 \uc9c0\uc5f0 \uc2dc\uac04 \uc6b0\uc704\ub97c \uc720\uc9c0\ud569\ub2c8\ub2e4. \ud328\ud0a4\uc9d5 \ub77c\uc778\uc740 \ub85c\uc9c1\uc6a9 40\u00b5m, \uba54\ubaa8\ub9ac\uc6a9 55\u00b5m, \uc804\ub825\uc6a9 100\u00b5m \ub4f1 \ud63c\ud569\ub41c \ubc94\ud504 \ud53c\uce58\ub97c \uad00\ub9ac\ud574\uc57c \ud558\uba70, \ub77c\uc778\ub2f9 \uc790\ubcf8 \uc694\uad6c \uc0ac\ud56d\uc774 5\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778:<\/p>\n<p>*   ABF \uae30\ud310 \uacf5\uae09 \ubd80\uc871 (\ub300\ub9cc\/\uc77c\ubcf8): Ajinomoto Build-up Film(ABF) \uae30\ud310\uc740 Ibiden \ubc0f Shinko Electric\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc774 2026\ub144 \uc911\ubc18\uae4c\uc9c0 \ub300\ub7c9 \uc0dd\uc0b0\uc5d0 \ub3c4\ub2ec\ud558\uc9c0 \ubabb\ud558\uba74\uc11c 2025\ub144 \ub0b4\ub0b4 \uacf5\uae09 \ubd80\uc871\uc744 \uacaa\uc5c8\uc2b5\ub2c8\ub2e4. 12\uce35 \uae30\ud310\uc758 \ub9ac\ub4dc \ud0c0\uc784\uc740 38\uc8fc\uae4c\uc9c0 \ub298\uc5b4\ub098 \uc7ac\uc124\uacc4 \ub610\ub294 \uc131\ub2a5 \ud0c0\ud611\uc744 \uac15\uc694\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   3D TSV\/\ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uc758 \uc218\uc728 \ubb38\uc81c: TSV(Through-Silicon-Via) \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uacf5\uc815\uc740 \uc5ec\uc804\ud788 \uae30\uc874 \ud50c\ub9bd\uce69 \uc218\uc728\ubcf4\ub2e4 15-25%p \ub0ae\uc740 \uc218\uc728\uc744 \ubcf4\uc785\ub2c8\ub2e4. TSMC\uc758 SoC(System-on-Integrated-Chips)\ub294 \ucd08\uae30 \uc0dd\uc0b0\uc5d0\uc11c 70%\uc758 \uc218\uc728\uc744 \ub2ec\uc131\ud588\uc9c0\ub9cc, \uc131\uc219\ud55c CoWoS \uacf5\uc815\uc740 90%\uc758 \uc218\uc728\uc744 \ubcf4\uc785\ub2c8\ub2e4. \uc2e4\ud328\ud55c \uba40\ud2f0 \ub2e4\uc774 \uc2a4\ud0dd\uc740 2,000~5,000\ub2ec\ub7ec\uc758 \uc2e4\ub9ac\ucf58 \uc190\uc2e4\uc744 \ucd08\ub798\ud558\uba70, \uc7ac\uc791\uc5c5\uc774 \ubd88\uac00\ub2a5\ud55c \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d\uc5d0 \ub300\ud55c \ucca8\ub2e8 \uc7a5\ube44 \uc218\ucd9c \ud1b5\uc81c: 2024\ub144 10\uc6d4\uc5d0 \uc2dc\ud589\ub41c \uc218\ucd9c \ud1b5\uc81c\ub294 \uc911\uad6d \ubcf8\ud1a0\uc758 \ucd5c\ucca8\ub2e8 \uc7a5\ube44 \uc811\uadfc\uc744 \uacc4\uc18d \uc81c\ud55c\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uad6d\ub0b4 \uc5c5\uccb4\ub4e4\uc774 \uc790\uc728\uc131\uc744 \uc704\ud574 \uc218\uc728\uc744 \ud76c\uc0dd\ud558\uba74\uc11c \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uc6b0\ud68c\ucc45\uc744 \ucc44\ud0dd\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   5nm \ubbf8\ub9cc FOWLP\uc758 \uc5f4\uc801 \ud55c\uacc4: \ud32c\uc544\uc6c3 \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9d5(FOWLP)\uc758 \uc5f4\uc801 \ud55c\uacc4\ub294 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ubc0f \ubaa8\ubc14\uc77c \ubd84\uc57c\uc5d0\uc11c 5nm \ubbf8\ub9cc \ub178\ub4dc\uc758 \ubc1c\uc804\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \ud328\ud0a4\uc9d5 \ud50c\ub7ab\ud3fc: \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc740 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 65.71%\ub97c \ucc28\uc9c0\ud558\uba70 2031\ub144\uae4c\uc9c0 10.61% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud50c\ub9bd\uce69\uc740 80\u00b5m\ub85c \uc881\uc544\uc9c0\ub294 \uc194\ub354 \ubc94\ud504 \ud53c\uce58\ub85c \uc778\ud574 \uace0\ud540 \uc218 \uc7a5\uce58\uc5d0 \uc5ec\uc804\ud788 \uc9c0\ubc30\uc801\uc785\ub2c8\ub2e4. FOWLP\ub294 5G RF \ud504\ub860\ud2b8\uc5d4\ub4dc\uc5d0\uc11c BOM(Bill of Materials) \ube44\uc6a9\uc744 20% \uc808\uac10\ud558\uba70, SiP(System-in-Package) \ubc0f PoP(Package-on-Package) \uc544\ud0a4\ud14d\ucc98\ub294 \ubaa8\ubc14\uc77c \ud48b\ud504\ub9b0\ud2b8\ub97c \ucd5c\uc801\ud654\ud569\ub2c8\ub2e4. 2.5D\/3D \uc11c\ube0c\uc138\uadf8\uba3c\ud2b8\ub294 AI \uac00\uc18d\uae30\uc5d0 \uc758\ud574 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5\uc740 2031\ub144\uae4c\uc9c0 10.89% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 \ube44\uc6a9 \ud30c\uad34\uc790\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c1\uc0ac\uac01\ud615 510mm \u00d7 515mm \uae30\ud310\uc740 300mm \uc6e8\uc774\ud37c\ubcf4\ub2e4 2.5\ubc30 \ub9ce\uc740 \ub2e4\uc774\ub97c \uc0dd\uc0b0\ud558\uc5ec \ub2e4\uc774\ub2f9 \ube44\uc6a9\uc744 \ucd5c\ub300 40% \uc808\uac10\ud569\ub2c8\ub2e4.<br \/>\n*   \ud328\ud0a4\uc9d5 \uc7ac\ub8cc: \uc720\uae30 \ub77c\ubbf8\ub124\uc774\ud2b8\ub294 2025\ub144 37.82%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc9c0\ub9cc, ABF\uc758 \uacf5\uae09 \uc81c\uc57d\uc73c\ub85c \uc778\ud574 \uc124\uacc4 \ub2e4\ubcc0\ud654\uac00 \ucd09\uc9c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9ac\ub4dc\ud504\ub808\uc784, \ubcf8\ub529 \uc640\uc774\uc5b4, \ucea1\uc290\ud654 \uc218\uc9c0, \uc194\ub354 \ubcfc\uc740 \uac00\uaca9\uc5d0 \ubbfc\uac10\ud55c \uc7a5\uce58\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uad6c\ub9ac \uc640\uc774\uc5b4 \ucc44\ud0dd\ub960\uc740 2025\ub144\uae4c\uc9c0 80%\ub97c \ub118\uc5b4 \uae08 \ub300\ube44 \ub2e8\uc704\ub2f9 0.02~0.05\ub2ec\ub7ec\ub97c \uc808\uac10\ud588\uc2b5\ub2c8\ub2e4. \uc138\ub77c\ubbf9 \ud328\ud0a4\uc9c0\ub294 200W\/m\u00b7K \uc774\uc0c1\uc758 \uc5f4\uc804\ub3c4\uc728\uc744 \uc694\uad6c\ud558\ub294 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \ubc0f \uac08\ub968 \ub098\uc774\ud2b8\ub77c\uc774\ub4dc(GaN) \uc804\ub825 \ubaa8\ub4c8\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 11.67% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \ud06c\uae30: 300mm \ud3ec\ub9f7\uc740 \uc131\uc219\ud55c \ud234\ub9c1\uacfc \uad11\ubc94\uc704\ud55c \uac00\uc6a9\uc131 \ub355\ubd84\uc5d0 2025\ub144 \ubb3c\ub7c9\uc758 59.17%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. 200mm \ubbf8\ub9cc \ud06c\uae30\ub294 \uae30\ud310 \ube44\uc6a9\uc774 \uc9c1\uacbd\uc744 \uacb0\uc815\ud558\ub294 \uac08\ub968 \ube44\uc18c(GaAs) RF \ubc0f \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \uc804\ub825 \uc7a5\uce58\uc5d0\uc11c \uc9c0\uc18d\ub429\ub2c8\ub2e4. 450mm \uc774\uc0c1\uc73c\ub85c \ubd84\ub958\ub418\ub294 \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5\uc740 Nepes\uc640 ASE\uac00 \ud30c\uc77c\ub7ff \ub77c\uc778\uc744 \uac00\ub3d9\ud558\uba74\uc11c 10.89% \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc0ac\uc5c5 \ubaa8\ub378: \uc544\uc6c3\uc18c\uc2f1 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8(OSAT) \uc5c5\uccb4\ub294 2025\ub144 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc758 48.33%\ub97c \uc810\uc720\ud588\uc9c0\ub9cc, \ud30c\uc6b4\ub4dc\ub9ac \ud6c4\uacf5\uc815 \uc11c\ube44\uc2a4\ub294 \uc5f0\ud3c9\uade0 10.83% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. TSMC, \uc0bc\uc131, \uc778\ud154\uc740 InFO, I-Cube, X-Cube, Foveros \ud50c\ub7ab\ud3fc\uc744 \ud655\uc7a5\ud558\uc5ec \ud134\ud0a4 \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud1b5\ud569 \uc7a5\uce58 \uc81c\uc870\uc5c5\uccb4(IDM)\ub294 \ub3c5\uc810 \uc81c\ud488\uc5d0 \ub300\ud574 \uc790\uccb4 \ud328\ud0a4\uc9d5\uc744 \uc120\ud638\ud558\uc9c0\ub9cc, \uc790\ubcf8 \ubd80\ub2f4 \uc99d\uac00\ub97c \uc778\uc815\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5: \uac00\uc804\uc81c\ud488\uc740 2025\ub144 \uc218\uc694\uc758 43.49%\ub97c \uc720\uc9c0\ud588\uc9c0\ub9cc, \uc2a4\ub9c8\ud2b8\ud3f0 \ucd9c\ud558\ub7c9\uc740 \uc5f0\uac04 \uc57d 12\uc5b5 \ub300 \uc218\uc900\uc5d0\uc11c \uc815\uccb4\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \ubc0f \ubaa8\ube4c\ub9ac\ud2f0 \uc194\ub8e8\uc158\uc740 \uc13c\uc11c \ud4e8\uc804, \ub77c\uc774\ub2e4, \uace0\uc628 \uc804\ub825 \ubaa8\ub4c8\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 11.43% \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4. \ucef4\ud4e8\ud305 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \uc7a5\uce58\ub294 AI \uac00\uc18d\uae30\uac00 \ub2e8\uc704\ub2f9 30,000\ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\ub294 \ub4f1 \uac00\uc7a5 \ub192\uc740 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9\uc744 \uae30\ub85d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc758 66.89%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ub300\ub9cc\uc758 \ud50c\ub9bd\uce69 \ubc0f \ud32c\uc544\uc6c3 \uacf5\uc815 \ub9ac\ub354\uc2ed\uacfc \uc911\uad6d\uc758 \uc8fc\ub958 \uc870\ub9bd \uaddc\ubaa8\uac00 \ud575\uc2ec\uc785\ub2c8\ub2e4. \ud55c\uad6d\uc758 \uc0bc\uc131\uacfc SK\ud558\uc774\ub2c9\uc2a4\ub294 \uba54\ubaa8\ub9ac \ud328\ud0a4\uc9d5\uc744 \uc218\uc9c1 \ud1b5\ud569\ud558\uace0 \uc788\uc73c\uba70, \uc77c\ubcf8\uc758 Shinko Electric\uacfc Ibiden\uc740 \uace0\uce35 \uae30\ud310 \uc81c\uc870\ub97c \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: CHIPS Act \uc778\uc13c\ud2f0\ube0c\uac00 \uc560\ub9ac\uc870\ub098, \ub274\uba55\uc2dc\ucf54, \ud14d\uc0ac\uc2a4, \uc624\ud558\uc774\uc624\uc5d0 \uc0c8\ub85c\uc6b4 \ub77c\uc778\uc744 \uc9c0\uc6d0\ud558\uba74\uc11c \uc810\uc720\uc728\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Amkor\uc758 \uc560\ub9ac\uc870\ub098 20\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uacf5\uc7a5\uacfc \uc778\ud154\uc758 \ud328\ud0a4\uc9d5 \ud655\uc7a5\uc740 \uc774 \uc9c0\uc5ed \ub0b4 \ucca8\ub2e8 \uc5ed\ub7c9\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: EU Chips Act\ub97c \ud1b5\ud574 2030\ub144\uae4c\uc9c0 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ub450 \ubc30\ub85c \ub298\ub9b4 \uc608\uc815\uc774\uba70, \ub3c5\uc77c \ub4dc\ub808\uc2a4\ub374 \ud074\ub7ec\uc2a4\ud130\uac00 \ud22c\uc790\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9: \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544 \uad6d\ubd80\ud380\ub4dc(PIF)\uc640 UAE \ubb34\ubc14\ub2ec\ub77c(Mubadala)\uac00 \uc11d\uc720 \uc218\uc785\uc744 \ubc18\ub3c4\uccb4 \ub2e4\uac01\ud654\uc5d0 \ud22c\uc790\ud558\uba74\uc11c 11.29%\ub85c \uac00\uc7a5 \ube60\ub978 \uc9c0\uc5ed\ubcc4 CAGR\uc744 \ubcf4\uc785\ub2c8\ub2e4. 2027-2028\ub144\uc5d0 \uc608\uc815\ub41c \uc2e0\uaddc \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8 \ub77c\uc778\uc740 \ucca8\ub2e8 \uc778\ud130\ud3ec\uc800\ub85c \ubc1c\uc804\ud558\uae30 \uc804\uc5d0 \uc18c\ube44\uc790 \ubc0f \uc790\ub3d9\ucc28 \ubaa8\ub4c8\uc744 \ubaa9\ud45c\ub85c \ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc0b0\uc5c5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc0c1\uc704 10\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 \uc57d 55%\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. ASE Technology Holding, Amkor Technology, JCET Group\uc740 OSAT \ubd80\ubb38\uc744 \uc8fc\ub3c4\ud558\uba70, TSMC, \uc0bc\uc131, \uc778\ud154\uc740 \uc6e8\uc774\ud37c\ubd80\ud130 \ud328\ud0a4\uc9c0\uae4c\uc9c0 \uc644\uc804 \ud1b5\ud569 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uacbd\uc7c1 \uc804\ub7b5\uc740 \ud30c\uc6b4\ub4dc\ub9ac\uc758 \uacf5\uc815 \uc81c\uc5b4 \ubc0f \uace0\uac1d \ub85d\uc778, OSAT\uc758 \ub2e4\uc9c0\uc5ed \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \uc7a5\uae30 \uc0dd\uc0b0\ub7c9 \ud655\ubcf4\ub97c \uc704\ud55c \uacf5\ub3d9 \ud22c\uc790 \ub4f1\uc73c\ub85c \ub2e4\uc591\ud569\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \ucc28\ubcc4\ud654\ub294 \ubc94\ud504 \ud53c\uce58, \ud728 \uc81c\uc5b4, \uc5f4 \uad00\ub9ac\uc5d0 \ub2ec\ub824 \uc788\uc2b5\ub2c8\ub2e4. 10\ub9c8\uc774\ud06c\ub860 \ubbf8\ub9cc \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \ubd84\uc57c\uc758 \uc120\ub450 \uc8fc\uc790\ub4e4\uc740 80%\uc758 \uc218\uc728\uc744 \ub2ec\uc131\ud560 \uc218 \uc788\uc9c0\ub9cc, \ud6c4\ubc1c \uc8fc\uc790\ub4e4\uc740 \uc774\ub97c \ub2ec\uc131\ud558\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc801 \uc7ac\uc0b0\uad8c(IP) \uac15\ub3c4\uac00 \ub192\uc544\uc9c0\uace0 \uc788\uc73c\uba70, 2024\ub144 \ubbf8\uad6d \ud2b9\ud5c8\uccad(USPTO)\uc5d0 \uc811\uc218\ub41c \ud328\ud0a4\uc9d5 \uad00\ub828 \ud2b9\ud5c8 \ucd9c\uc6d0\uc740 \uc804\ub144 \ub300\ube44 35% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\ud310 \ubd80\uc871\uacfc \uc5f4\uc801 \uc81c\uc57d\uc740 \uac00\uce58 \uc0ac\uc2ac \uc804\ubc18\uc5d0 \uac78\uce5c \ud611\ub825\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\ub294 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1\uc744 \uc644\ud654\ud558\uae30 \uc704\ud574 ABF \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uace0, \uae30\ud310 \uacf5\uae09\uc5c5\uccb4\ub294 \uc9c0\ub9ac\uc801 \ub178\ucd9c\uc744 \ub2e4\uac01\ud654\ud558\uae30 \uc704\ud574 \ud569\uc791 \ud22c\uc790\ub97c \ud615\uc131\ud569\ub2c8\ub2e4. 2025\ub144 \ub9d0\uae4c\uc9c0 120\uac1c \ud68c\uc6d0\uc0ac\ub85c \uc131\uc7a5\ud55c UCIe(Universal Chiplet Interconnect Express) \ucee8\uc18c\uc2dc\uc5c4\uc758 \ud45c\uc900\ud654\ub294 \uc7a5\uae30\uc801\uc778 \uacbd\uc7c1 \uc6b0\uc704\uac00 \ub3c5\uc810\uc801\uc778 \uc778\ud130\ucee4\ub125\ud2b8\uc5d0\uc11c \uc0dd\ud0dc\uacc4 \ud1b5\ud569\uc73c\ub85c \uc804\ud658\ub420 \uac83\uc784\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790:<\/p>\n<p>*   Intel Corporation<br \/>\n*   Samsung Electronics Co., Ltd.<br \/>\n*   Taiwan Semiconductor Manufacturing Co. Ltd.<br \/>\n*   Micron Technology, Inc.<br \/>\n*   Texas Instruments Inc.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<\/p>\n<p>*   2025\ub144 12\uc6d4: TSMC\ub294 \ub300\ub9cc\uc5d0 50\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 CoWoS \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc744 \ubc1c\ud45c\ud558\uc5ec 2027\ub144 \uc911\ubc18\uae4c\uc9c0 \uc0dd\uc0b0\ub7c9\uc744 50% \ub298\ub9b4 \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   2025\ub144 11\uc6d4: \uc0bc\uc131\uc804\uc790\ub294 \ud3c9\ud0dd\uc5d0\uc11c X-Cube 3D \ud328\ud0a4\uc9d5 \uc591\uc0b0\uc744 \uc2dc\uc791\ud558\uc5ec 10\ub9c8\uc774\ud06c\ub860 \ubbf8\ub9cc \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \ud53c\uce58\ub97c \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 10\uc6d4: Amkor Technology\uc640 TSMC\ub294 Amkor\uc758 \uc560\ub9ac\uc870\ub098 \uc2dc\uc124\uc744 \ud3ec\ud568\ud558\ub294 10\ub144 \uc0dd\uc0b0 \ub2a5\ub825 \uc608\uc57d \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 9\uc6d4: ASE Technology Holding\uc740 IoT \uc7a5\uce58\ub97c \ubaa9\ud45c\ub85c \ub300\ub9cc\uc5d0 5\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec \ud328\ub110 \ub808\ubca8 \ud32c\uc544\uc6c3 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c \ubc94\uc704\ub294 \uc644\uc81c\ud488 \ud328\ud0a4\uc9c0 \ud310\ub9e4 \uc218\uc775\uc744 \ud3ec\ud568\ud558\uba70, \uc774\ub294 \uae30\uc874\uc758 \ub9ac\ub4dc\ud504\ub808\uc784 \ud615\uc2dd\ubfd0\ub9cc \uc544\ub2c8\ub77c \ud50c\ub9bd\uce69, \ud32c\uc544\uc6c3\/\ud32c\uc778 WLP, 2.5D\/3D IC, \uc784\ubca0\ub514\ub4dc \ub2e4\uc774, SiP\/PoP, \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5\uacfc \uac19\uc740 \ucca8\ub2e8 \uc194\ub8e8\uc158\uc744 \uc544\uc6b0\ub985\ub2c8\ub2e4. \ub2e8, \ud328\ud0a4\uc9d5 \uc7a5\ube44, \uc7ac\ub8cc \ubc0f \uc544\uc6c3\uc18c\uc2f1 \ud14c\uc2a4\ud2b8 \uc11c\ube44\uc2a4(\ud328\ud0a4\uc9c0 \uac00\uce58\uc5d0 \uc9c1\uc811 \ud3ec\ud568\ub418\ub294 \uacbd\uc6b0 \uc81c\uc678)\ub294 \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860\uc740 OSAT \uc784\uc6d0, \ud30c\uc6b4\ub4dc\ub9ac \ubc31\uc5d4\ub4dc \uad00\ub9ac\uc790, \uae30\ud310 \uacf5\uae09\uc5c5\uccb4 \ub4f1\uacfc\uc758 \uc2ec\uce35 \uc778\ud130\ubdf0\ub97c \ud1b5\ud55c 1\ucc28 \uc5f0\uad6c\uc640 SEMI, WSTS, \uae30\uc5c5 \ubcf4\uace0\uc11c, \ud2b9\ud5c8 \ub4f1\ub85d \ub4f1 \uacf5\uac1c \ubc0f \uc720\ub8cc \uc790\ub8cc\ub97c \ud65c\uc6a9\ud55c 2\ucc28 \uc5f0\uad6c\ub97c \uacb0\ud569\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \uc0b0\uc815 \ubc0f \uc608\uce21\uc740 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \ud310\ub9e4 \ub370\uc774\ud130\ub97c \uae30\ubc18\uc73c\ub85c \ud55c \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uacfc OSAT \uc218\uc775 \ubc0f ASP \uacc4\uc0b0\uc744 \ud1b5\ud55c \uc0c1\ud5a5\uc2dd \uac80\uc99d\uc744 \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc9c0\uba70, \ub9e4\ub144 \uc5c5\ub370\uc774\ud2b8\ub418\ub294 \ubcc0\uc218\uc640 \uc774\uc911 \uac80\uc99d \uc808\ucc28\ub97c \uac70\uccd0 \uc2e0\ub8b0\uc131\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 AI \uac00\uc18d\uae30 \uc218\uc694 \uc99d\uac00\uc5d0 \ub530\ub978 2.5D\/3D \uc778\ud130\ud3ec\uc800\uc758 \ubd80\uc0c1, \ubbf8\uad6d \ubc0f \uc544\uc2dc\uc544\uc758 \uc804\uae30\ucc28 \uc804\ub825 \ud328\ud0a4\uc9c0, \ubbf8\uad6d-EU CHIPS \uc778\uc13c\ud2f0\ube0c\ub85c \uc778\ud55c \ud604\uc9c0 \ud6c4\uacf5\uc815 \ud339 \uad6c\ucd95, \uc911\uad6d \ubc0f \ud55c\uad6d\uc758 5G RF-SiP \uc218\uc694, \ucd08\uc800\uac00 IoT\ub97c \uc704\ud55c \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5, \uace0\ubc00\ub3c4 \uc778\ud130\ud3ec\uc800\ub97c \uad6c\ub3d9\ud558\ub294 \uce69\ub81b \uc544\ud0a4\ud14d\ucc98 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, ABF \uae30\ud310 \uacf5\uae09 \ubd80\uc871, 3D TSV\/\ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uc758 \uc218\uc728 \ubb38\uc81c, \uc911\uad6d\uc5d0 \ub300\ud55c \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ub3c4\uad6c \uc218\ucd9c \ud1b5\uc81c, 5nm \uc774\ud558 \ud32c\uc544\uc6c3 WLP\uc758 \uc5f4 \ubc29\ucd9c \ud55c\uacc4 \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \ud328\ud0a4\uc9d5 \ud50c\ub7ab\ud3fc(\ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubc0f \uae30\uc874 \ud328\ud0a4\uc9d5), \ud328\ud0a4\uc9d5 \uc7ac\ub8cc, \uc6e8\uc774\ud37c \ud06c\uae30, \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378(OSAT, \ud30c\uc6b4\ub4dc\ub9ac \ubc31\uc5d4\ub4dc, IDM \uc790\uccb4), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc18c\ube44\uc790 \uac00\uc804, \uc790\ub3d9\ucc28, \ud1b5\uc2e0, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \uc758\ub8cc, \uc0b0\uc5c5 \ubc0f \uc5d0\ub108\uc9c0), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74, \ub0a8\ubbf8)\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 894.4\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub418\uba70, \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc740 10.24%\uc5d0 \ub2ec\ud569\ub2c8\ub2e4. \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc774 2025\ub144 65.71%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uba70 \uc9c0\uc18d\uc801\uc73c\ub85c \ube60\ub974\uac8c \ud655\uc7a5\ub420 \uac83\uc785\ub2c8\ub2e4. \ud2b9\ud788 \uc804\uae30\ucc28 \uc778\ubc84\ud130\uc640 \uac19\uc740 \uace0\uc628 \ubaa8\ub4c8\uc5d0 \ud544\uc694\ud55c \ub192\uc740 \uc5f4\uc804\ub3c4\uc728\ub85c \uc778\ud574 \uc138\ub77c\ubbf9 \ud328\ud0a4\uc9c0\uc758 \uc810\uc720\uc728\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. CHIPS Act \uc790\uae08 \uc9c0\uc6d0\uc740 2028\ub144\uae4c\uc9c0 \ubd81\ubbf8 \uc9c0\uc5ed\uc758 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc0dd\uc0b0 \ub2a5\ub825\uc744 20% \uc774\uc0c1 \uc99d\ub300\uc2dc\ud0ac \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ube44\uc6d0\ud615 \ud328\ub110\uc5d0 \ud544\uc694\ud55c \uc0c8\ub85c\uc6b4 \ub9ac\uc18c\uadf8\ub798\ud53c \ubc0f \uac80\uc0ac \ub3c4\uad6c, \uae34 \uc218\uc728 \ud559\uc2b5 \uace1\uc120\uc740 \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5\uc758 \ube60\ub978 \ub3c4\uc785\uc744 \uc81c\ud55c\ud558\ub294 \uc694\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f ASE Technology Holding, Amkor Technology, JCET Group, Samsung Electronics, TSMC, Intel \ub4f1 \uc8fc\uc694 20\uac1c \uae30\uc5c5\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \uba85\ud655\ud558\uac8c \uc815\uc758\ub41c \ubc94\uc704, \ub9e4\ub144 \uac31\uc2e0\ub418\ub294 \ubcc0\uc218, \uc774\uc911 \uac80\uc99d \ub2e8\uacc4\ub97c \ud1b5\ud574 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uc2dc\uc7a5 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, \uc758\uc0ac \uacb0\uc815\uc790\ub4e4\uc774 \ud655\uc2e0\uc744 \uac00\uc9c0\uace0 \ud65c\uc6a9\ud560 \uc218 \uc788\ub294 \uae30\ubc18\uc744 \ub9c8\ub828\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-30215","post","type-post","status-publish","format-standard","hentry","category-market-reports"],"_links":{"self":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/30215"}],"collection":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/comments?post=30215"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/30215\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=30215"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=30215"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=30215"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}