{"id":31352,"date":"2026-02-08T18:18:50","date_gmt":"2026-02-08T18:18:50","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/gate-all-around-fet-market-mordor\/"},"modified":"2026-04-03T14:40:33","modified_gmt":"2026-04-03T05:40:33","slug":"gate-all-around-fet-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/gate-all-around-fet-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 GAA FET \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/gate-all-around-fet-market-1761548508897-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\/gate-all-around-fet-market-size-image-1761571085713.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 \ud658\uacbd<\/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 3nm \uc774\ud558 FinFET\uc758 \uc2a4\ucf00\uc77c\ub9c1 \ud55c\uacc4<\/li>\n<li class=\"toc-level-3\">4.2.2 \uace0\uc131\ub2a5 \uc800\uc804\ub825 \uce69\uc5d0 \ub300\ud55c AI\/5G \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.3 GAAFET \uc0dd\uc0b0\uc744 \uc57d\uc18d\ud558\ub294 \ud30c\uc6b4\ub4dc\ub9ac \ub85c\ub4dc\ub9f5<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud6c4\uba74 \uc804\ub825 \uacf5\uae09 \ud638\ud658\uc131 \uc774\uc810<\/li>\n<li class=\"toc-level-3\">4.2.5 \uace0\uc774\ub3d9\ub3c4 \ucc44\ub110 \uc7ac\ub8cc \ud1b5\ud569 (SiGe, SiBCN)<\/li>\n<li class=\"toc-level-3\">4.2.6 \ucca8\ub2e8 \ub178\ub4dc \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c (CHIPS, IPCEI-ME)<\/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 \ubbf8\uc131\uc219\ud55c \ub300\ub7c9 \uc0dd\uc0b0 \uc218\uc728<\/li>\n<li class=\"toc-level-3\">4.3.2 \ub192\uc740 \uc7ac\uc124\ube44 \ubc0f \uc790\ubcf8 \uc9c0\ucd9c \uc694\uad6c \uc0ac\ud56d<\/li>\n<li class=\"toc-level-3\">4.3.3 GAAFET(Gate-All-Around FET)\uc744 \uc704\ud55c \ucd08\uae30 EDA\/IP \uc0dd\ud0dc\uacc4<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc2a4\ud0dd\ud615 \ub098\ub178\uc2dc\ud2b8\uc758 \uc790\uccb4 \ubc1c\uc5f4<\/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 \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/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 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc544\ud0a4\ud14d\ucc98\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub098\ub178\uc2dc\ud2b8 GAAFET<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub098\ub178\uc640\uc774\uc5b4 GAAFET<\/li>\n<li class=\"toc-level-3\">5.1.3 \ud3ec\ud06c\uc2dc\ud2b8 FET<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 300 mm<\/li>\n<li class=\"toc-level-3\">5.2.2 200 mm<\/li>\n<li class=\"toc-level-3\">5.2.3 150 mm \ubbf8\ub9cc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \ubaa8\ubc14\uc77c \uae30\uae30<\/li>\n<li class=\"toc-level-3\">5.3.2 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ubc0f \ub370\uc774\ud130 \uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc790\ub3d9\ucc28 \uc804\uc7a5 (ADAS, EV)<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc0ac\ubb3c \uc778\ud130\ub137 \ubc0f \uc5e3\uc9c0 \uae30\uae30<\/li>\n<li class=\"toc-level-3\">5.3.5 RF \ubc0f \uc544\ub0a0\ub85c\uadf8<\/li>\n<li class=\"toc-level-3\">5.3.6 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ud30c\uc6b4\ub4dc\ub9ac<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5 (IDM)<\/li>\n<li class=\"toc-level-3\">5.4.3 \ud339\ub9ac\uc2a4 IC \uc124\uacc4 \uae30\uc5c5<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc5f0\uad6c \ubc0f \ud559\uacc4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uba55\uc2dc\ucf54<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.5.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd\n<ul>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \ub300\ub9cc<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-4\">5.5.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/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, \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \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 Taiwan Semiconductor Manufacturing Company Limited<\/li>\n<li class=\"toc-level-3\">6.4.2 Samsung Electronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.3 Intel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.4 GlobalFoundries Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 Semiconductor Manufacturing International Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 Powerchip Semiconductor Manufacturing Corporation<\/li>\n<li class=\"toc-level-3\">6.4.7 Hua Hong Semiconductor Limited<\/li>\n<li class=\"toc-level-3\">6.4.8 United Microelectronics Corporation<\/li>\n<li class=\"toc-level-3\">6.4.9 Rapidus Corporation<\/li>\n<li class=\"toc-level-3\">6.4.10 STMicroelectronics N.V.<\/li>\n<li class=\"toc-level-3\">6.4.11 Nexperia B.V.<\/li>\n<li class=\"toc-level-3\">6.4.12 Infineon Technologies AG<\/li>\n<li class=\"toc-level-3\">6.4.13 SK hynix Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 Applied Materials, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 ASML Holding N.V.<\/li>\n<li class=\"toc-level-3\">6.4.16 Lam Research Corporation<\/li>\n<li class=\"toc-level-3\">6.4.17 Tokyo Electron Limited<\/li>\n<li class=\"toc-level-3\">6.4.18 KOKUSAI ELECTRIC CORPORATION<\/li>\n<li class=\"toc-level-3\">6.4.19 Cadence Design Systems, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 Synopsys, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.21 Silvaco, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.22 Imec (Interuniversity Microelectronics Centre)<\/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>Gate-all-Around FET(GAAFET) \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \ub3d9\ud5a5 (2025-2030)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 Gate-all-Around FET(GAAFET) \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2030\ub144\uae4c\uc9c0\uc758 \uc608\uce21\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. GAAFET \uc2dc\uc7a5\uc740 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc544\ud0a4\ud14d\ucc98(\ub098\ub178\uc2dc\ud2b8 GAAFET, \ub098\ub178\uc640\uc774\uc5b4 GAAFET, \ud3ec\ud06c\uc2dc\ud2b8 FET), \uc6e8\uc774\ud37c \ud06c\uae30(300mm, 200mm, 150mm \uc774\ud558), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \ubaa8\ubc14\uc77c \uc7a5\uce58, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\ud30c\uc6b4\ub4dc\ub9ac, IDM, \ud339\ub9ac\uc2a4 IC \uc124\uacc4\uc790 \ub4f1) \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \uc788\uc73c\uba70, \uc2dc\uc7a5 \uc608\uce21\uc740 \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5\ub960<\/p>\n<p>Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, GAAFET \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2025\ub144 718\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2030\ub144 1,178\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2025-2030) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 10.40%\uc5d0 \ub2ec\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 3nm \uc774\ud558 \ub178\ub4dc\uc5d0\uc11c FinFET \uc124\uacc4\uc758 \ud55c\uacc4, \uc778\uacf5\uc9c0\ub2a5(AI) \ubc0f 5G \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ub300\ud55c \uc804\ub825 \uc18c\ube44 \uc5b5\uc81c \uc694\uad6c, \uadf8\ub9ac\uace0 GAAFET \uc544\ud0a4\ud14d\ucc98\uac00 \uc6d0\uc790 \uc218\uc900\uc5d0\uc11c \ub354 \uac15\ub825\ud55c \uc815\uc804\uae30 \uc81c\uc5b4\ub97c \uc81c\uacf5\ud558\ub294 \ub2a5\ub825\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   3nm \uc774\ud558 FinFET\uc758 \uc2a4\ucf00\uc77c\ub9c1 \ud55c\uacc4: FinFET\uc740 5nm \uc774\ud558\uc758 \ucc44\ub110 \ud3ed\uc5d0\uc11c \uadfc\ubcf8\uc801\uc778 \uc815\uc804\uae30\uc801 \ud55c\uacc4\uc5d0 \uc9c1\uba74\ud558\uc5ec \ud5c8\uc6a9\ud560 \uc218 \uc5c6\ub294 \ub204\uc124 \uc804\ub958\uc640 \ubcc0\ub3d9\uc131\uc744 \uc57c\uae30\ud569\ub2c8\ub2e4. GAAFET \uad6c\uc870\ub294 \uac8c\uc774\ud2b8\uac00 \ucc44\ub110\uc744 \uc644\uc804\ud788 \uac10\uc2f8\ub294 \ubc29\uc2dd\uc73c\ub85c \uc81c\uc5b4\ub825\uc744 \ud68c\ubcf5\ud558\uc5ec 3nm \uc784\uacc4\uc810\uc744 \ub118\uc5b4 \ubb34\uc5b4\uc758 \ubc95\uce59\uc744 \uc9c0\uc18d \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \uc8fc\uc694 \ud30c\uc6b4\ub4dc\ub9ac\ub4e4\uc740 \uc774\ub7ec\ud55c \ubd88\uac00\ud53c\ud55c \uc804\ud658\uc744 \ud3ec\ucc29\ud558\uae30 \uc704\ud574 GAAFET \uacf5\uc815 \uac1c\ubc1c\uc5d0 500\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI \ubc0f 5G \uc218\uc694 \uae09\uc99d\uc5d0 \ub530\ub978 \uace0\uc131\ub2a5 \uc800\uc804\ub825 \uce69 \uc694\uad6c: AI \ucd94\ub860 \uc5d4\uc9c4\uacfc 5G \ubb34\uc120 \ud1b5\uc2e0\uc740 \ub354 \ub0ae\uc740 \uc804\uc555\uc5d0\uc11c \ub354 \ube60\ub974\uac8c \uc2a4\uc704\uce6d\ud558\ub294 \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. GAAFET\uc740 \uc218\uc9c1 \uac8c\uc774\ud2b8 \ucee4\ubc84\ub9ac\uc9c0\ub97c \ud1b5\ud574 \ub4dc\ub808\uc778 \uc720\ub3c4 \uc7a5\ubcbd \uc800\ud558(DIBL)\ub97c \ub0ae\ucd94\uace0 \uc11c\ube0c\uc2a4\ub808\uc2dc\ud640\ub4dc \uae30\uc6b8\uae30\ub97c \uac1c\uc120\ud558\uc5ec \uc18d\ub3c4 \uc800\ud558 \uc5c6\uc774 0.7V \uc774\ud558\uc5d0\uc11c \uc791\ub3d9\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4. \uc774\ub294 \uc5e3\uc9c0 AI \uc7a5\uce58 \ubc0f 5G \ub9e4\ud06c\ub85c \uae30\uc9c0\uad6d\uc5d0 \ud544\uc218\uc801\uc774\uba70, GPU \uacf5\uae09\uc5c5\uccb4\ub4e4\ub3c4 \ucc28\uc138\ub300 \ucf54\uc5b4\ub97c GAAFET \ub178\ub4dc\uc5d0\uc11c \uc0dd\uc0b0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud30c\uc6b4\ub4dc\ub9ac \ub85c\ub4dc\ub9f5\uc758 GAAFET \uc0dd\uc0b0 \uc57d\uc18d: TSMC\ub294 2025\ub144 2nm \ub098\ub178\uc2dc\ud2b8 GAAFET \uc704\ud5d8 \uc0dd\uc0b0\uc744 \uc704\ud574 400\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc73c\uba70, \uc0bc\uc131\ub3c4 \uc720\uc0ac\ud55c \ub098\ub178\uc2dc\ud2b8 \ub77c\uc778\uc744 \uad6c\ucd95 \uc911\uc785\ub2c8\ub2e4. \uc778\ud154 \ub610\ud55c GAAFET\uc744 \uc0c8\ub85c\uc6b4 IDM \uc804\ub7b5\uc5d0 \ud1b5\ud569\ud558\uc5ec \uacf5\uc815 \ud328\ub9ac\ud2f0\ub97c \ud68c\ubcf5\ud558\ub824 \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud30c\uc6b4\ub4dc\ub9ac\ub4e4\uc758 \ub3d9\uc2dc\uc801\uc778 \ub85c\ub4dc\ub9f5\uc740 \ud339\ub9ac\uc2a4 \uae30\uc5c5\ub4e4\uc758 \uc870\uae30 \uc124\uacc4 \ucc38\uc5ec\ub97c \uc7a5\ub824\ud558\uace0, \ub300\ub7c9 \uc0dd\uc0b0\uc744 \ud1b5\ud574 \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub2f9 \ube44\uc6a9\uc744 \uc808\uac10\ud569\ub2c8\ub2e4.<br \/>\n*   \ud6c4\uba74 \uc804\ub825 \uacf5\uae09 \ub124\ud2b8\uc6cc\ud06c(BPDN) \ud638\ud658\uc131: GAAFET \uc7a5\uce58\ub294 \uc804\ub825 \ub77c\uc6b0\ud305\uc744 \ud65c\uc131 \ud68c\ub85c \uc544\ub798\ub85c \ubc30\uce58\ud558\ub294 BPDN\uacfc \uc790\uc5f0\uc2a4\ub7fd\uac8c \uacb0\ud569\ub418\uc5b4, \uc2e0\ud638 \ub77c\uc6b0\ud305\uc744 \uc704\ud55c \uc778\ud130\ucee4\ub125\ud2b8 \ub808\uc774\uc5b4\ub97c \ud655\ubcf4\ud558\uace0 IR \ub4dc\ub86d\uc744 \uc904\uc785\ub2c8\ub2e4. \uc2e4\ud5d8 \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 BPDN\uacfc \uacb0\ud569 \uc2dc \uc804\ub825 \uacf5\uae09 \ud6a8\uc728\uc774 30% \ud5a5\uc0c1\ub418\uace0 \uce69 \uba74\uc801\uc774 8% \uac10\uc18c\ud569\ub2c8\ub2e4.<br \/>\n*   \uace0\uc774\ub3d9\ub3c4 \ucc44\ub110 \uc7ac\ub8cc \ud1b5\ud569 \ubc0f \ucca8\ub2e8 \ub178\ub4dc \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c: \uace0\uc774\ub3d9\ub3c4 \ucc44\ub110 \uc7ac\ub8cc\uc758 \ud1b5\ud569\uc740 GAAFET\uc758 \uc131\ub2a5\uc744 \ub354\uc6b1 \ud5a5\uc0c1\uc2dc\ud0a4\uba70, \ubd81\ubbf8, \uc720\ub7fd \ubc0f \uc77c\ubd80 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed \uc815\ubd80\ub294 \ucca8\ub2e8 \ub178\ub4dc \ud22c\uc790\uc5d0 \ubcf4\uc870\uae08\uc744 \uc9c0\uae09\ud558\uc5ec \uad6d\ub0b4 \uacf5\uae09\ub9dd\uc744 \ud655\ubcf4\ud558\uace0 \ucd08\uae30 \ube44\uc6a9\uc744 \uc0c1\uc1c4\ud569\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \ubbf8\uc131\uc219\ud55c \ub300\ub7c9 \uc0dd\uc0b0 \uc218\uc728: \ucd08\uae30 GAAFET \uc218\uc728\uc740 40~60% \uc218\uc900\uc73c\ub85c, \uc131\uc219\ud55c FinFET \ub77c\uc778\uc758 85% \uc774\uc0c1\uc5d0 \ube44\ud574 \ub0ae\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc6e8\uc774\ud37c \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc0c1\uc5c5\uc801 \ud0c0\ub2f9\uc131\uc744 \ud504\ub9ac\ubbf8\uc5c4 \uce69\uc73c\ub85c \uc81c\ud55c\ud569\ub2c8\ub2e4. \uc218\uc728 \uac1c\uc120\uc744 \uc704\ud574\uc11c\ub294 \uc6d0\uc790 \uc218\uc900\uc758 \uc815\ubc00\ub3c4\ub97c \uc694\uad6c\ud558\ub294 \uc5ec\ub7ec \uacf5\uc815 \ub2e8\uacc4\uc5d0\uc11c \ud1b5\uacc4\uc801 \uacf5\uc815 \uc81c\uc5b4\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<br \/>\n*   \ub192\uc740 \uc7ac\uc124\ube44 \ubc0f \uc790\ubcf8 \uc9c0\ucd9c \uc694\uad6c\uc0ac\ud56d: GAAFET \uc81c\uc870\ub294 \uadf9\uc790\uc678\uc120(EUV) \ub9ac\uc18c\uadf8\ub798\ud53c, \uc6d0\uc790\uce35 \uc99d\ucc29(ALD), \uc120\ud0dd\uc801 \uc5d0\ud53c\ud0dd\uc2dc \ub4f1 \ucca8\ub2e8 \uc7a5\ube44\ub97c \ud544\uc694\ub85c \ud558\uba70, \ud604\ub300\uc801\uc778 300mm \ud339\uc744 \uad6c\ucd95\ud558\ub294 \ub370 \uc57d 200\uc5b5 \ub2ec\ub7ec\uac00 \uc18c\uc694\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub192\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4\ub294 \uae30\uc874 \ub300\ud615 \ud339\uc5d0 \uc720\ub9ac\ud558\uba70, \uc18c\uaddc\ubaa8 IDM\uc758 \uc2dc\uc7a5 \ucc38\uc5ec\ub97c \uc81c\ud55c\ud569\ub2c8\ub2e4.<br \/>\n*   \ucd08\uae30 \ub2e8\uacc4\uc758 GAAFET\uc6a9 EDA \ubc0f IP \uc0dd\ud0dc\uacc4: GAAFET\uc5d0 \ucd5c\uc801\ud654\ub41c EDA(\uc804\uc790 \uc124\uacc4 \uc790\ub3d9\ud654) \ub3c4\uad6c \ubc0f IP(\uc9c0\uc801 \uc7ac\uc0b0) \uc0dd\ud0dc\uacc4\ub294 \uc544\uc9c1 \ucd08\uae30 \ub2e8\uacc4\uc5d0 \uc788\uc5b4 \uc124\uacc4 \uc8fc\uae30\ub97c \ub298\ub9ac\uace0 \ucd08\uae30 \ucc44\ud0dd \uae30\uc5c5\uc758 \uc704\ud5d8\uc744 \uc99d\uac00\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc801\uce35\ud615 \ub098\ub178\uc2dc\ud2b8\uc758 \uc790\uccb4 \ubc1c\uc5f4: \uace0\uc131\ub2a5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \uc801\uce35\ud615 \ub098\ub178\uc2dc\ud2b8 \uad6c\uc870\ub294 \uc790\uccb4 \ubc1c\uc5f4 \ubb38\uc81c\ub97c \uc57c\uae30\ud560 \uc218 \uc788\uc73c\uba70, \uc774\ub294 \uc131\ub2a5\uacfc \uc2e0\ub8b0\uc131\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc544\ud0a4\ud14d\ucc98\ubcc4:<br \/>\n    *   \ub098\ub178\uc2dc\ud2b8(Nanosheet): 2024\ub144 \ub9e4\ucd9c\uc758 46%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub3c4\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. 2030\ub144\uae4c\uc9c0 10.1%\uc758 CAGR\ub85c 542\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc8fc\uc694 \ud30c\uc6b4\ub4dc\ub9ac\ub4e4\uc774 3nm \ubc0f 2nm \uacf5\uc815\uc5d0\uc11c \uc774 \ud1a0\ud3f4\ub85c\uc9c0\ub97c \ud45c\uc900\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ud3ec\ud06c\uc2dc\ud2b8(Forksheet): 2030\ub144\uae4c\uc9c0 11.34%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub098\ub178\uc2dc\ud2b8 \uc774\uc0c1\uc758 \ubc00\ub3c4 \ud5a5\uc0c1\uc744 \ucd94\uad6c\ud558\ub294 \uce69 \uc124\uacc4\uc790\ub4e4\uc758 \uad00\uc2ec\uc744 \ubc1b\uace0 \uc788\uc73c\uba70, \uc140 \ub192\uc774\ub97c \uc904\uc5ec \ub2e4\uc774\ub2f9 \ucf54\uc5b4 \uc218\ub97c \ub298\ub9b4 \uc218 \uc788\ub294 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4:<br \/>\n    *   300mm: 2024\ub144 \ub9e4\ucd9c\uc758 63.62%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc5f0\uac04 11.78%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ub2e4\uc774\ub2f9 \ube44\uc6a9\uc774 \ub0ae\uace0 \uade0\uc77c\uc131 \uc81c\uc5b4\uac00 \uc6a9\uc774\ud558\uba70, \ubaa8\ub4e0 \uc2e0\uaddc \ub300\ud615 \ud339\uc774 300mm \uc6e8\uc774\ud37c\ub97c \uc0ac\uc6a9\ud558\ub3c4\ub85d \uc124\uacc4\ub418\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<br \/>\n    *   200mm \ubc0f 150mm \uc774\ud558: \uc8fc\ub85c R&#038;D \ubc0f \uc800\uc6a9\ub7c9 \ud2b9\uc218 \ub85c\uc9c1 \ubd84\uc57c\uc5d0\uc11c \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4:<br \/>\n    *   \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \ubaa8\ubc14\uc77c \uc7a5\uce58: 2024\ub144 \ub9e4\ucd9c\uc758 31.73%\ub97c \ucc28\uc9c0\ud558\uba70, 3nm \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ud504\ub85c\uc138\uc11c\uc5d0 GAAFET \ub85c\uc9c1\uc744 \ucd5c\ucd08\ub85c \uc0c1\uc6a9\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc790\ub3d9\ucc28 \uc804\uc790\uc81c\ud488: 2030\ub144\uae4c\uc9c0 10.99%\uc758 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. ADAS, \uc874 \ucee8\ud2b8\ub864\ub7ec, \ud30c\uc6cc\ud2b8\ub808\uc778 \uc778\ubc84\ud130 \ub4f1 \uc5c4\uaca9\ud55c \uc5f4 \ud504\ub85c\ud30c\uc77c\uc744 \uac00\uc9c4 \uace0\ubc00\ub3c4 \ucef4\ud4e8\ud305\uc744 \uc694\uad6c\ud558\ub294 \ubd84\uc57c\uc5d0\uc11c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ubc0f \ub370\uc774\ud130\uc13c\ud130: AI \ubc0f 5G \uc6cc\ud06c\ub85c\ub4dc\uc758 \uc99d\uac00\ub85c \uc778\ud574 GAAFET \ucc44\ud0dd\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4:<br \/>\n    *   \ud30c\uc6b4\ub4dc\ub9ac(Foundries): 2024\ub144 \ub9e4\ucd9c\uc758 54.83%\ub97c \ucc28\uc9c0\ud558\uba70, \uc81c\uc870 \ubc0f \uae30\uc220 \uad6c\ud604\uc5d0\uc11c \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<br \/>\n    *   \ud339\ub9ac\uc2a4 IC \uc124\uacc4\uc790(Fabless IC Designers): \uc5f0\uac04 11.55%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ubcf8 \uc9c0\ucd9c \uc5c6\uc774 2nm \ubc0f \ud3ec\ud06c\uc2dc\ud2b8 \ub178\ub4dc\uc5d0 \uc870\uae30\uc5d0 \uc811\uadfc\ud558\uae30 \uc704\ud574 \ud30c\uc6b4\ub4dc\ub9ac \ubaa8\ub378\uc744 \ud65c\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2024\ub144 \ub9e4\ucd9c\uc758 56.73%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2030\ub144\uae4c\uc9c0 11.66%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub300\ub9cc\uc758 \uc9c0\ubc30\uc801\uc778 \ud30c\uc6b4\ub4dc\ub9ac \uc785\uc9c0, \ud55c\uad6d\uc758 \uacf5\uc815 \ud601\uc2e0, \uc911\uad6d \uc815\ubd80\uc758 \ub9c9\ub300\ud55c \uc790\uae08 \uc9c0\uc6d0\uc774 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \ud65c\uae30\ucc2c \ud339\ub9ac\uc2a4 \ud5c8\ube0c\uc640 CHIPS \ubc0f \uacfc\ud559\ubc95\uc5d0 \ub530\ub978 \uc5f0\ubc29 \uc778\uc13c\ud2f0\ube0c(\uad6d\ub0b4 \uc81c\uc870\uc5d0 520\uc5b5 \ub2ec\ub7ec \ud560\ub2f9)\uc5d0 \ud798\uc785\uc5b4 \uc0c1\ub2f9\ud55c \ub9e4\ucd9c\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc758 \uc560\ub9ac\uc870\ub098 \ubc0f \uc624\ud558\uc774\uc624 \ud22c\uc790\ub3c4 2nm GAAFET \uc0dd\uc0b0\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc720\ub7fd \uce69\uc2a4\ubc95\uc744 \ud1b5\ud574 \ud30c\uc77c\ub7ff \ub77c\uc778 \ubc0f \uc0dd\ud0dc\uacc4 \uad6c\ucd95\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uba70 \uae30\uc220 \uc8fc\uad8c\uc744 \ucd94\uad6c\ud569\ub2c8\ub2e4. \ub3c5\uc77c\uc758 \uc790\ub3d9\ucc28 \uacf5\uae09\ub9dd\uc740 \uae30\ub2a5 \uc548\uc804 \ud504\ub85c\ud1a0\ucf5c\uc744 \ucda9\uc871\ud558\ub294 GAAFET \uce69\uc5d0 \ub300\ud55c \uc7a5\uae30\uc801\uc778 \ud604\uc9c0 \uc811\uadfc\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \ud604\uc7ac \uc18c\ube44\uc790 \uac00\uc804 \ubc0f \ub370\uc774\ud130\uc13c\ud130\uc758 \uc2e0\ud765 \uc218\uc694 \uc2dc\uc7a5 \uc5ed\ud560\uc744 \ud558\uc9c0\ub9cc, \uc758\ubbf8 \uc788\ub294 \uc81c\uc870 \uc5ed\ub7c9\uc740 \ubd80\uc871\ud569\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>GAAFET \uc2dc\uc7a5 \uacbd\uc7c1\uc740 \uc120\ub2e8 \uacf5\uc815 \ub178\ub4dc\ub97c \uc81c\uc5b4\ud558\uace0 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\uc758 \uc790\ubcf8 \uc9c0\ucd9c\uc744 \uac10\ub2f9\ud560 \uc218 \uc788\ub294 \uc18c\uc218\uc758 \ud50c\ub808\uc774\uc5b4\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. TSMC, \uc0bc\uc131, \uc778\ud154\uc774 \ub300\ubd80\ubd84\uc758 2nm \ub85c\ub4dc\ub9f5\uc744 \uc18c\uc720\ud558\uace0 \uc788\uc73c\uba70, \ucd08\uae30 \uace0\uac1d \ud14c\uc774\ud504\uc544\uc6c3 \uc57d\uc18d\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud55c \uc0bc\uc790 \uacbd\uc7c1\uc744 \ubc8c\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc5c5\uc740 \uc218\uc728 \uac1c\uc120 \ud504\ub85c\uadf8\ub7a8, \uc7ac\ub8cc \ud601\uc2e0, \uc7a5\ube44 \ud30c\ud2b8\ub108\uc2ed\uc5d0 \uc801\uadf9\uc801\uc73c\ub85c \ud22c\uc790\ud558\uc5ec \uc131\uc219\ud55c FinFET \ub178\ub4dc\uc640\uc758 \ube44\uc6a9 \ud328\ub9ac\ud2f0 \ub2ec\uc131 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. ASML, Applied Materials, Lam Research\uc640 \uac19\uc740 \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \uc77c\uc815\uc5d0 \ub9de\ucdb0 \uacf5\ub3d9 \uac1c\ubc1c \ud504\ub85c\uc81d\ud2b8\uc5d0 \ucc38\uc5ec\ud569\ub2c8\ub2e4. Cadence \ubc0f Synopsys\uc640 \uac19\uc740 EDA \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 GAAFET\uc5d0 \ucd5c\uc801\ud654\ub41c \ub77c\uc774\ube0c\ub7ec\ub9ac \ubc0f \uc124\uacc4 \uaddc\uce59 \ud0a4\ud2b8\ub97c \ucd9c\uc2dc\ud558\uc5ec \uc124\uacc4 \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 3\uc6d4: TSMC\ub294 2026\ub144 \ub300\ub7c9 \uc0dd\uc0b0\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \ub300\ub9cc\uc5d0 120\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec 2nm GAAFET \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: \uc0bc\uc131\uc740 GAAFET \uc2a4\ucf00\uc77c\ub9c1 \ubc0f \uc218\uc728 \ucd5c\uc801\ud654 \ud504\ub85c\uadf8\ub7a8\uc744 \uc704\ud574 \ud55c\uad6d \uc815\ubd80\ub85c\ubd80\ud130 85\uc5b5 \ub2ec\ub7ec\uc758 \uc778\uc13c\ud2f0\ube0c\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: \uc778\ud154\uc740 HPC \ud504\ub85c\uc138\uc11c\uc758 GAAFET \ud1b5\ud569\uc744 \uac00\uc18d\ud654\ud558\uae30 \uc704\ud574 \uc720\ub7fd \uc7a5\ube44 \ud68c\uc0ac\ub85c\ubd80\ud130 23\uc5b5 \ub2ec\ub7ec\uc5d0 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220\uc744 \uc778\uc218\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 12\uc6d4: Applied Materials\ub294 \ub098\ub178\uc2dc\ud2b8 \ucc44\ub110 \ud615\uc131\uc5d0 \ud2b9\ud654\ub41c \uc120\ud0dd\uc801 \uc99d\ucc29 \uc2dc\uc2a4\ud15c\uc744 \uacf5\uac1c\ud558\uc5ec \uc8fc\uc694 \uc218\uc728 \uc81c\ud55c \uc694\uc18c\ub97c \ud574\uacb0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc2dc\uc7a5 \ub3d9\ud5a5\uacfc \uacbd\uc7c1 \uad6c\ub3c4\ub97c \ubc14\ud0d5\uc73c\ub85c GAAFET \uc2dc\uc7a5\uc740 \ud5a5\ud6c4 \uba87 \ub144\uac04 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uac8c\uc774\ud2b8-\uc62c-\uc5b4\ub77c\uc6b4\ub4dc FET(GAAFET) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, \uc2dc\uc7a5 \uc815\uc758, \uc5f0\uad6c \ubc94\uc704 \ubc0f \ubc29\ubc95\ub860\uc744 \uae30\ubc18\uc73c\ub85c GAAFET \uae30\uc220\uc758 \ud604\uc7ac \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \ub3d9\uc778<br \/>\nGAAFET \uc2dc\uc7a5\uc740 2030\ub144\uae4c\uc9c0 1,178.6\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2024\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 10.40%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc5ec\ub7ec \ud575\uc2ec \ub3d9\uc778\uc5d0 \uc758\ud574 \ucd94\uc9c4\ub429\ub2c8\ub2e4. \uccab\uc9f8, 3nm \uc774\ud558 \uacf5\uc815\uc5d0\uc11c \ud540\ud3ab(FinFET)\uc758 \uc2a4\ucf00\uc77c\ub9c1 \ud55c\uacc4\uc5d0 \ub3c4\ub2ec\ud568\uc5d0 \ub530\ub77c \uc0c8\ub85c\uc6b4 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uad6c\uc870\uc758 \ud544\uc694\uc131\uc774 \uc99d\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub458\uc9f8, \uace0\uc131\ub2a5 \uc800\uc804\ub825 \uce69\uc5d0 \ub300\ud55c AI \ubc0f 5G \uae30\uc220 \uc218\uc694\uac00 \uae09\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc14b\uc9f8, \uc8fc\uc694 \ud30c\uc6b4\ub4dc\ub9ac \uae30\uc5c5\ub4e4\uc774 GAAFET \uc0dd\uc0b0 \ub85c\ub4dc\ub9f5\uc744 \uc801\uadf9\uc801\uc73c\ub85c \uc81c\uc2dc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub137\uc9f8, \ud6c4\uba74 \uc804\ub825 \uacf5\uae09(Backside Power Delivery)\uacfc\uc758 \ud638\ud658\uc131 \uc774\uc810\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\uc12f\uc9f8, SiGe, SiBCN \ub4f1 \uace0\uc774\ub3d9\ub3c4 \ucc44\ub110 \uc18c\uc7ac\uc758 \ud1b5\ud569\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, CHIPS Act \ubc0f IPCEI-ME\uc640 \uac19\uc740 \ucca8\ub2e8 \ub178\ub4dc \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\uac00 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc9c0\uc6d0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\ubc18\uba74, GAAFET \uc2dc\uc7a5\uc740 \uba87 \uac00\uc9c0 \uc81c\uc57d \uc694\uc778\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \ucd08\uae30 \ub2e8\uacc4\uc758 \ubbf8\uc131\uc219\ud55c \uc591\uc0b0 \uc218\uc728, \ub192\uc740 \uc7ac\uc124\ube44 \ubc0f \uc790\ubcf8 \uc9c0\ucd9c(Cap-Ex) \uc694\uad6c \uc0ac\ud56d, GAAFET\uc744 \uc704\ud55c \ubbf8\ud761\ud55c EDA\/IP \uc0dd\ud0dc\uacc4, \uadf8\ub9ac\uace0 \uc2a4\ud0dd\ud615 \ub098\ub178\uc2dc\ud2b8(Stacked Nanosheets)\uc5d0\uc11c\uc758 \uc790\uccb4 \ubc1c\uc5f4 \ubb38\uc81c \ub4f1\uc774 \uc8fc\uc694 \ub3c4\uc804 \uacfc\uc81c\ub85c \uaf3d\ud799\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uc608\uce21<br \/>\n*   \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc544\ud0a4\ud14d\ucc98\ubcc4: \ub098\ub178\uc2dc\ud2b8 GAAFET, \ub098\ub178\uc640\uc774\uc5b4 GAAFET, \ud3ec\ud06c\uc2dc\ud2b8 FET\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \ub098\ub178\uc2dc\ud2b8 \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub294 \uae30\uc874 \ud540\ud3ab \uacf5\uc815 \ud750\ub984\uacfc\uc758 \uc815\ud569\uc131 \ub355\ubd84\uc5d0 \ube60\ub978 \uc218\uc728 \ud655\ubcf4\uc640 \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \ub2ec\uc131\ud558\uc5ec 2024\ub144 \ub9e4\ucd9c\uc758 46%\ub97c \ucc28\uc9c0\ud558\uba70 \ud604\uc7ac \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud3ec\ud06c\uc2dc\ud2b8 \uae30\uc220\uc740 \ub354 \ub192\uc740 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ubc00\ub3c4\ub97c \ubc14\ud0d5\uc73c\ub85c 2030\ub144\uae4c\uc9c0 11.34%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4: 300mm, 200mm, 150mm \ubbf8\ub9cc\uc73c\ub85c \ubd84\ub958\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \ubaa8\ubc14\uc77c \uae30\uae30, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \ubc0f \ub370\uc774\ud130 \uc13c\ud130, \uc790\ub3d9\ucc28 \uc804\uc7a5(ADAS, EV), \uc0ac\ubb3c \uc778\ud130\ub137(IoT) \ubc0f \uc5e3\uc9c0 \uae30\uae30, RF \ubc0f \uc544\ub0a0\ub85c\uadf8, \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc73c\ub85c \ub098\ub269\ub2c8\ub2e4. \ud2b9\ud788 \uc790\ub3d9\ucc28 \uc804\uc7a5 \ubd84\uc57c\ub294 ADAS \ubc0f \uc804\uae30 \uad6c\ub3d9 \uc2dc\uc2a4\ud15c\uc5d0 \ud544\uc694\ud55c \uc804\ub825 \ud6a8\uc728\uc801\uc778 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \uce69 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 10.99%\uc758 CAGR\ub85c \uc131\uc7a5\uc774 \uac00\uc18d\ud654\ub420 \uc804\ub9dd\uc785\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \ud30c\uc6b4\ub4dc\ub9ac, \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5(IDM), \ud339\ub9ac\uc2a4 IC \uc124\uacc4 \uae30\uc5c5, \uc5f0\uad6c \ubc0f \ud559\uc220 \uae30\uad00\uc73c\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub85c \ub098\ub269\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \ub300\ub9cc\uacfc \ud55c\uad6d\uc758 \uac15\ub825\ud55c \ud30c\uc6b4\ub4dc\ub9ac \uc785\uc9c0\ub85c \uc778\ud574 2024\ub144 \ub9e4\ucd9c\uc758 56.73%\ub97c \ucc28\uc9c0\ud558\uba70 \ucca8\ub2e8 GAAFET \uc81c\uc870 \uc5ed\ub7c9\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubc0f \uacbd\uc7c1 \ud658\uacbd<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \uadf8\ub9ac\uace0 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d(\uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611, \uacf5\uae09\uc5c5\uccb4 \ubc0f \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825, \ub300\uccb4\uc7ac\uc758 \uc704\ud611, \uacbd\uc7c1 \uac15\ub3c4)\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \ud2b9\uc131\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4. \uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ub2e4\ub8e8\uba70, TSMC, \uc0bc\uc131\uc804\uc790, Intel, GlobalFoundries, SMIC, SK hynix\uc640 \uac19\uc740 \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc0ac\ubfd0\ub9cc \uc544\ub2c8\ub77c Applied Materials, ASML, Lam Research, Tokyo Electron\uacfc \uac19\uc740 \uc7a5\ube44 \uae30\uc5c5, Cadence Design Systems, Synopsys\uc640 \uac19\uc740 EDA\/IP \uae30\uc5c5, Imec\uacfc \uac19\uc740 \uc5f0\uad6c \uae30\uad00\uc744 \ud3ec\ud568\ud55c 20\uac1c \uc774\uc0c1\uc758 \uc8fc\uc694 \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \uc0c1\uc138\ud788 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>5. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<br \/>\n\ubcf4\uace0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5(White-space) \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694(Unmet-Need) \ud3c9\uac00\ub97c \ud1b5\ud574 GAAFET \uc2dc\uc7a5\uc758 \uc7a0\uc7ac\uc801 \uae30\ud68c\uc640 \ubbf8\ub798 \ubc29\ud5a5\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4. \uc774 \ubcf4\uace0\uc11c\ub294 GAAFET \uae30\uc220\uc758 \ubc1c\uc804\uacfc \uc2dc\uc7a5 \uc5ed\ud559\uc744 \uc774\ud574\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \uc815\ubcf4\ub97c \uc81c\uacf5\ud558\uba70, \uad00\ub828 \uc0b0\uc5c5 \ucc38\uc5ec\uc790\ub4e4\uc5d0\uac8c \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc744 \uc704\ud55c \uc911\uc694\ud55c \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\ud560 \uac83\uc785\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-31352","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\/31352"}],"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=31352"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/31352\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=31352"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=31352"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=31352"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}