{"id":32826,"date":"2026-02-09T09:40:49","date_gmt":"2026-02-09T09:40:49","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/photoresist-market-mordor\/"},"modified":"2026-09-11T23:15:16","modified_gmt":"2026-09-11T14:15:16","slug":"photoresist-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/photoresist-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/photoresist-market-1759209720887-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\/photoresist-market-size-image-1767016431239.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 \ubc18\ub3c4\uccb4 \ubc0f AI \uac00\uc18d\uae30 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 EUV \ub9ac\uc18c\uadf8\ub798\ud53c \ucc44\ud0dd \uac00\uc18d\ud654 \ubc0f High-NA \ub85c\ub4dc\ub9f5<\/li>\n<li class=\"toc-level-3\">4.2.3 5G \/ IoT \uae30\uae30 \ud655\uc0b0\uc73c\ub85c \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc815\ubd80\uc758 \ud339 \uc778\uc13c\ud2f0\ube0c \ud504\ub85c\uadf8\ub7a8 (\ubbf8\uad6d\/EU \ubc18\ub3c4\uccb4\ubc95)<\/li>\n<li class=\"toc-level-3\">4.2.5 \uac74\uc2dd \uc99d\ucc29 \uae08\uc18d \uc0b0\ud654\ubb3c \ub808\uc9c0\uc2a4\ud2b8\ub85c EUV \ucc98\ub9ac\ub7c9 \uc99d\ub300<\/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 \uc6a9\ub9e4 \ubc0f \uad11\uc0b0 \ubc1c\uc0dd\uae30\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c HSE \uaddc\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.2 \uacf5\uae09\ub9dd \uc9d1\uc911 \ubc0f \uc218\ucd9c \ud1b5\uc81c \ub178\ucd9c<\/li>\n<li class=\"toc-level-3\">4.3.3 \ubd88\uc18c\ud654 \uc6a9\ub9e4\ub97c \ub300\uc0c1\uc73c\ub85c \ud558\ub294 EU REACH \ubc0f F-\uac00\uc2a4 \ub2e8\uacc4\uc801 \ud3d0\uc9c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \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 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.6.1 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.6.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.6.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.5 \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 \ub808\uc9c0\uc2a4\ud2b8 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 ArF \uce68\uc9c0<\/li>\n<li class=\"toc-level-3\">5.1.2 ArF \uac74\uc2dd<\/li>\n<li class=\"toc-level-3\">5.1.3 KrF<\/li>\n<li class=\"toc-level-3\">5.1.4 G-\ub77c\uc778<\/li>\n<li class=\"toc-level-3\">5.1.5 I-\ub77c\uc778<\/li>\n<li class=\"toc-level-3\">5.1.6 EUV \uae08\uc18d \uc0b0\ud654\ubb3c \ubc0f \uac74\uc2dd \ub808\uc9c0\uc2a4\ud2b8<\/li>\n<li class=\"toc-level-3\">5.1.7 \uae30\ud0c0 \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ud1a4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ud3ec\uc9c0\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">5.2.2 \ub124\uac70\ud2f0\ube0c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc751\uc6a9 \ubd84\uc57c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ubc18\ub3c4\uccb4 \ubc0f IC<\/li>\n<li class=\"toc-level-3\">5.3.2 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 (\ud32c\uc544\uc6c3 WLP, RDL)<\/li>\n<li class=\"toc-level-3\">5.3.3 \ud3c9\ud310 \ub514\uc2a4\ud50c\ub808\uc774 (LCD\/OLED)<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc778\uc1c4 \ud68c\ub85c \uae30\ud310<\/li>\n<li class=\"toc-level-3\">5.3.5 MEMS \ubc0f \uc13c\uc11c<\/li>\n<li class=\"toc-level-3\">5.3.6 \uae30\ud0c0 \uc751\uc6a9 \ubd84\uc57c<\/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 \uc804\uc790 \ubc0f \uc804\uae30<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc790\ub3d9\ucc28 \ubc0f \ubaa8\ube4c\ub9ac\ud2f0<\/li>\n<li class=\"toc-level-3\">5.4.3 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc18c\ube44\uc7ac (\ud3ec\uc7a5)<\/li>\n<li class=\"toc-level-3\">5.4.5 \uae30\ud0c0 \uc0b0\uc5c5<\/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 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.5.1.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.4 \ub300\ub9cc<\/li>\n<li class=\"toc-level-4\">5.5.1.5 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.1.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.2 \ubd81\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.5.2.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \uba55\uc2dc\ucf54<\/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 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/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 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \uae30\ud0c0 \uc911\ub3d9 \ubc0f \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 (%)\/\uc21c\uc704 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34, \uc804\ub7b5 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 &amp; \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 ALLRESIST GmbH<\/li>\n<li class=\"toc-level-3\">6.4.2 Asahi Kasei Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Avantor, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 Brewer Science, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 DJ MicroLaminates<\/li>\n<li class=\"toc-level-3\">6.4.6 DONGJIN SEMICHEM CO. LTD<\/li>\n<li class=\"toc-level-3\">6.4.7 DuPont<\/li>\n<li class=\"toc-level-3\">6.4.8 Eternal Materials Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 FUJIFILM Corporation<\/li>\n<li class=\"toc-level-3\">6.4.10 Inpria<\/li>\n<li class=\"toc-level-3\">6.4.11 JSR Corporation<\/li>\n<li class=\"toc-level-3\">6.4.12 SEMI<\/li>\n<li class=\"toc-level-3\">6.4.13 Kolon Industries, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 LG Chem<\/li>\n<li class=\"toc-level-3\">6.4.15 Merck KGaA<\/li>\n<li class=\"toc-level-3\">6.4.16 micro resist technology GmbH<\/li>\n<li class=\"toc-level-3\">6.4.17 Microchemicals GmbH<\/li>\n<li class=\"toc-level-3\">6.4.18 Shin-Etsu Chemical Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Sumitomo Chemical Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.20 TOKYO OHKA KOGYO CO., LTD.<\/li>\n<li class=\"toc-level-3\">6.4.21 Jiangsu Nata Opto-electronic Material Co., Ltd.<\/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>\ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8 \uc2dc\uc7a5 \uac1c\uc694: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5\ub960<\/p>\n<p>\ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8 \uc2dc\uc7a5\uc740 2025\ub144 26\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2026\ub144 28\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 49\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 11.29%\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 10\ub098\ub178\ubbf8\ud130 \uc774\ud558\uc758 \uadf9\uc790\uc678\uc120(EUV) \ub9ac\uc18c\uadf8\ub798\ud53c\uc758 \uad11\ubc94\uc704\ud55c \ub3c4\uc785, \uc778\uacf5\uc9c0\ub2a5(AI) \uac00\uc18d\uae30\uc5d0 \ub300\ud55c \uae09\uc99d\ud558\ub294 \uc218\uc694, \uadf8\ub9ac\uace0 \uc815\ubd80\uc758 \ud339(Fab) \uc778\uc13c\ud2f0\ube0c \ud504\ub85c\uadf8\ub7a8\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<p>1.  \ubc18\ub3c4\uccb4 \ubc0f AI \uac00\uc18d\uae30 \uc218\uc694 \uc99d\uac00: \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378 \ud6c8\ub828 \ubc0f \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\uc6a9 \ud558\ub4dc\uc6e8\uc5b4\ub97c \uc0dd\uc0b0\ud558\ub294 \uce69 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc774\uc81c \uc5ec\ub7ec \uc7ac\ubc30\uc120\uce35(RDL), \uc778\ud130\ud3ec\uc800, TSV(Through-Silicon-Via)\ub97c \ud328\ud130\ub2dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544(NVIDIA)\uc758 H100 \ubc0f \ucc28\uc138\ub300 \ube14\ub799\uc6f0(Blackwell) \uc2dc\ub9ac\uc988\ub294 \uc774\uc804 \ubaa8\ub180\ub9ac\uc2dd GPU\ubcf4\ub2e4 3~5\ubc30 \ub354 \ub9ce\uc740 \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8\ub97c \uc18c\ube44\ud558\ub294 \uce69\ub81b(chiplet) \ub808\uc774\uc544\uc6c3\uc744 \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC\uc758 CoWoS(Chip-on-Wafer-on-Substrate) \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc740 \ucd5c\ub300 50\u00b5m \ub450\uaed8\uc758 \ud6c4\ub9c9 \ub808\uc9c0\uc2a4\ud2b8 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \ucca8\ub2e8 \uad6c\ub9ac \ud544\ub7ec \ub3c4\uae08\uc5d0\ub294 3:1 \uc774\uc0c1\uc758 \uc885\ud6a1\ube44\uc5d0 \ucd5c\uc801\ud654\ub41c \uc74c\uc131 \ub808\uc9c0\uc2a4\ud2b8\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc218\uc694 \uc99d\uac00\ub294 \ub300\ub9cc\uacfc \ud55c\uad6d\uc5d0\uc11c \uba3c\uc800 \ub098\ud0c0\ub098\uace0 \uc788\uc73c\uba70, 2027\ub144\uae4c\uc9c0 \ubbf8\uad6d \ub0b4 \uc2e0\uaddc \ud339\uc73c\ub85c \ud655\uc0b0\ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>2.  EUV \ub9ac\uc18c\uadf8\ub798\ud53c \ucc44\ud0dd \uac00\uc18d\ud654 \ubc0f High-NA \ub85c\ub4dc\ub9f5: ASML\uc758 0.55-NA EUV \uc2a4\uce90\ub108\ub294 8nm \ud53c\uce58\ub85c \ub2e8\uc77c \ub178\uad11 \ud328\ud130\ub2dd\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \ube44\uc6a9\uc774 \ub9ce\uc774 \ub4dc\ub294 \ub2e4\uc911 \ud328\ud130\ub2dd \ub2e8\uacc4\ub97c \uc81c\uac70\ud569\ub2c8\ub2e4. 1.5nm \ubbf8\ub9cc\uc758 \uc5c4\uaca9\ud55c \uc120\ud3ed \uac70\uce60\uae30(line-edge roughness) \ubaa9\ud45c\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574, \ud339\ub4e4\uc740 \uc720\uae30 \ud3ec\ubbac\ub808\uc774\uc158\ubcf4\ub2e4 EUV\ub97c 9\ubc30 \ub354 \ud6a8\uacfc\uc801\uc73c\ub85c \ud761\uc218\ud558\ub294 \ud558\ud504\ub284 \ubc0f \uc9c0\ub974\ucf54\ub284 \ud074\ub7ec\uc2a4\ud130 \uae30\ubc18\uc758 \uae08\uc18d \uc0b0\ud654\ubb3c \ub808\uc9c0\uc2a4\ud2b8\ub97c \uac80\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \ub178\uad11\ub7c9\uc744 40mJ\/cm\u00b2\uc5d0\uc11c 20mJ\/cm\u00b2 \ubbf8\ub9cc\uc73c\ub85c \uc904\uc5ec \ucc98\ub9ac\ub7c9\uc744 \ub298\ub9ac\uace0 \uc6e8\uc774\ud37c\ub2f9 \ube44\uc6a9\uc744 \uc808\uac10\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131 \ud3c9\ud0dd \ub77c\uc778\uc5d0\uc11c 2025\ub144 \uc2dc\ubc94 \uac00\ub3d9\uc744 \ud1b5\ud574 2026\ub144 2nm \ub178\ub4dc\uc5d0\uc11c \uc0c1\uc5c5\uc801 \ucc44\ud0dd\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>3.  5G\/IoT \uae30\uae30 \ud655\uc0b0\uc73c\ub85c \uc778\ud55c \uc6e8\uc774\ud37c \uc0dd\uc0b0 \uc99d\uac00: 2025\ub144 5G \uac00\uc785\uc790\uac00 20\uc5b5 \uba85\uc744 \ub118\uc5b4\uc12c\uc5d0 \ub530\ub77c, \uac08\ub968 \ube44\uc18c \ubc0f \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \uc6e8\uc774\ud37c\uc5d0\uc11c \uc0dd\uc0b0\ub418\ub294 RF \ud504\ub860\ud2b8\uc5d4\ub4dc \ubaa8\ub4c8\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 G-\ub77c\uc778 \ubc0f KrF \ub808\uc9c0\uc2a4\ud2b8\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc804\uc790\uae30\uacc4\uc2dc\uc2a4\ud15c(MEMS)\uc744 \uc0ac\uc6a9\ud558\ub294 \ub9ce\uc740 IoT \uc13c\uc11c\ub294 \uace0\uc885\ud6a1\ube44 \uad6c\uc870\ub97c \uc815\uc758\ud558\uae30 \uc704\ud574 \ud6c4\ub9c9 \uc591\uc131 \ub808\uc9c0\uc2a4\ud2b8\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uc911\uad6d\uc740 2025\ub144\uae4c\uc9c0 \uc131\uc219 \ub178\ub4dc \uae00\ub85c\ubc8c \uc0dd\uc0b0 \ub2a5\ub825\uc758 25%\ub97c \ub2ec\uc131\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\uba70, SMIC\uc640 \ud654\ud64d(Hua Hong)\uc740 \uc790\ub3d9\ucc28 \ubc0f \uc0b0\uc5c5 \uc804\uc790 \ubd80\ubb38\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 28nm \ubc0f 40nm \ub77c\uc778\uc744 \uc99d\uc124\ud558\uc5ec \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8 \uc2dc\uc7a5\uc744 \ub354\uc6b1 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4.  \uc815\ubd80\uc758 \ud339 \uc778\uc13c\ud2f0\ube0c \ud504\ub85c\uadf8\ub7a8 (\ubbf8\uad6d\/EU CHIPS Act): \ubbf8\uad6d CHIPS \ubc0f \uacfc\ud559\ubc95\uc740 527\uc5b5 \ub2ec\ub7ec\uc758 \ubcf4\uc870\uae08 \ubc0f \uc138\uae08 \uc778\uc13c\ud2f0\ube0c\ub97c \ud560\ub2f9\ud558\uc5ec \uc778\ud154\uc758 \uc624\ud558\uc774\uc624 \ud339, TSMC\uc758 \uc560\ub9ac\uc870\ub098 \ucea0\ud37c\uc2a4, \uc0bc\uc131\uc758 \ud14d\uc0ac\uc2a4 \uc2dc\uc124 \uac74\uc124\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. EU\uc758 CHIPS Act\ub294 2030\ub144\uae4c\uc9c0 \uae00\ub85c\ubc8c \uc0dd\uc0b0 \uc810\uc720\uc728 20%\ub97c \ubaa9\ud45c\ub85c \uc778\ud154\uc758 \uc544\uc77c\ub79c\ub4dc \ud655\uc7a5 \ubc0f \ub3c5\uc77c \ub0b4 \uc7a0\uc7ac\uc801 \uacf5\uc7a5\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc758 5\uc870 \uc5d4 \ud504\ub85c\uadf8\ub7a8\uc740 TSMC \uad6c\ub9c8\ubaa8\ud1a0 \uacf5\uc7a5\uc758 \uad6d\ub0b4 \uc0dd\uc0b0\uc744 \uc9c0\uc6d0\ud558\uc5ec \ud604\uc9c0 \ud654\ud559 \uacf5\uae09\uc744 \uac15\ud654\ud558\uace0 \uad6d\uac00\uc801 \uc7ac\ub8cc \uc804\ub7b5\uc744 \ubc1c\uc804\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>1.  \uc6a9\ub9e4 \ubc0f \uad11\uc0b0 \ubc1c\uc0dd\uc81c\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c HSE \uaddc\uc81c: \uc720\ub7fd \uc5f0\ud569\uc758 2024\ub144 \uaddc\uc815(EU) 2024\/573 \uac1c\uc815\uc548\uc740 2045\ub144 \uc774\uc804\uc5d0 \uc218\uc18c\ubd88\ud654\ud0c4\uc18c(HFC) \uc0ac\uc6a9\ub7c9\uc744 90% \uac10\ucd95\ud560 \uac83\uc744 \uaddc\uc815\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9ce\uc740 EUV \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8\ub294 \ud604\uc7ac \ub4f1\ub85d, \ud3c9\uac00 \ubc0f \uc2b9\uc778 \ub300\uc0c1\uc778 \uacfc\ubd88\ud654 \uad11\uc0b0 \ubc1c\uc0dd\uc81c \ubc0f \uc6a9\ub9e4\ub97c \uc0ac\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc815 \uc900\uc218\ub97c \uc704\ud574\uc11c\ub294 1ppb \ubbf8\ub9cc\uc758 \ubd88\uc21c\ubb3c \uc218\uc900\uc5d0 \ub300\ud55c \ubd84\uc11d \uac80\uc99d\uc774 \ud544\uc694\ud558\uba70, \uc774\ub294 \ud488\uc9c8 \uad00\ub9ac \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \ud3ec\ubbac\ub808\uc774\ud130\uac00 \uc131\ub2a5 \uc800\ud558 \uc704\ud5d8\uc774 \uc788\ub294 \ub300\uccb4 \ud654\ud559 \ubb3c\uc9c8\uc744 \ud14c\uc2a4\ud2b8\ud558\ub3c4\ub85d \uac15\uc694\ud569\ub2c8\ub2e4.<\/p>\n<p>2.  \uacf5\uae09\ub9dd \uc9d1\uc911 \ubc0f \uc218\ucd9c \ud1b5\uc81c \ub178\ucd9c: \uc77c\ubcf8 \uacf5\uae09\uc5c5\uccb4\uc778 JSR, \ub3c4\ucfc4\uc624\uce74\uacf5\uc5c5(Tokyo Ohka Kogyo), \uc2e0\uc5d0\uce20\ud654\ud559(Shin-Etsu Chemical)\uc740 \ucca8\ub2e8 EUV \ub4f1\uae09 \ub808\uc9c0\uc2a4\ud2b8\uc758 70% \uc774\uc0c1\uc744 \uacf5\uae09\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2025\ub144 \ubbf8\uad6d \uc218\ucd9c \ud1b5\uc81c \uc5c5\ub370\uc774\ud2b8\ub294 10nm \ubbf8\ub9cc \ud328\ud130\ub2dd\uc5d0 \ud544\uc218\uc801\uc778 \ud2b9\uc218 \uad11\uc0b0 \ubc1c\uc0dd\uc81c\uc5d0 \ub300\ud55c \ub77c\uc774\uc120\uc2a4\ub97c \ud655\ub300\ud558\uc5ec \uc911\uad6d \ud30c\uc6b4\ub4dc\ub9ac\ub97c \uc81c\uc57d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc774 \ubca0\uc774\uc9d5\ucee4\ud654\uc2e0\ud654\ud559(Beijing Kehua New Chemical)\uacfc \uac19\uc740 \uad6d\ub0b4 \uc0dd\uc0b0\uc790\ub97c \uc9c0\uc6d0\ud558\uace0 \uc788\uc9c0\ub9cc, \uae30\uc220 \uaca9\ucc28\ub294 5\ub144 \uc774\uc0c1\uc73c\ub85c \ub0a8\uc544 \uc788\uc5b4 \uc218\uc785 \uc758\uc874\uc801\uc778 \ud339\ub4e4\uc774 \uc7a0\uc7ac\uc801\uc778 \ubd80\uc871 \uc0ac\ud0dc\uc5d0 \ub178\ucd9c\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>1.  \ub808\uc9c0\uc2a4\ud2b8 \uc720\ud615\ubcc4:<br \/>\n    *   ArF \uce68\uc9c0 \ub808\uc9c0\uc2a4\ud2b8: 2025\ub144 \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 31.85%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, TSMC, \uc0bc\uc131, \uc778\ud154\uc758 7nm \ubc0f 5nm \uacf5\uc815 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \uafb8\uc900\ud55c \uc218\uc694\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   EUV \uae08\uc18d \uc0b0\ud654\ubb3c \ubc0f \uac74\uc2dd \ub808\uc9c0\uc2a4\ud2b8: 2nm \ub85c\uc9c1\uc73c\ub85c\uc758 \ud339 \uc804\ud658\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 12.94%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud558\uba70 \uac00\uc7a5 \ud070 \uc99d\ubd84 \uac00\uce58\ub97c \ucc3d\ucd9c\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud558\ud504\ub284 \uae30\ubc18 \ud074\ub7ec\uc2a4\ud130\ub294 \uc720\uae30 \ud3f4\ub9ac\uba38\ubcf4\ub2e4 25\ubc30 \uc774\uc0c1 \ub192\uc740 \uc2dd\uac01 \uc800\ud56d\uc131\uc744 \uc81c\uacf5\ud558\uc5ec \ud558\ub4dc \ub9c8\uc2a4\ud06c \uc5c6\uc774 \uc720\uc804\uccb4 \uce35\uc73c\ub85c \uc9c1\uc811 \uc804\uc0ac\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uacf5\uc815 \ud750\ub984\uc744 \ub2e8\ucd95\ud569\ub2c8\ub2e4. \ub7a8\ub9ac\uc11c\uce58(Lam Research)\uc758 \uac74\uc2dd \uc99d\ucc29 \ub808\uc9c0\uc2a4\ud2b8\ub294 \uc2a4\ud540 \ud3d0\uae30\ubb3c\uc744 \uc5c6\uc560\uace0 \ud654\ud559 \ubb3c\uc9c8 \uc18c\ube44\ub97c \ucd5c\ub300 90%\uae4c\uc9c0 \uc904\uc785\ub2c8\ub2e4.<br \/>\n    *   KrF, G-\ub77c\uc778, I-\ub77c\uc778 \ub808\uc9c0\uc2a4\ud2b8: \uc790\ub3d9\ucc28 \ubc0f \uc0b0\uc5c5\uc6a9 \ub178\ub4dc\uc5d0 \ud544\uc218\uc801\uc774\uba70, \ucca8\ub2e8 \ub178\ub4dc\uac00 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\ub294 \ub3d9\uc548\uc5d0\ub3c4 \uafb8\uc900\ud55c \uae30\ubcf8 \ub9e4\ucd9c\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n<p>2.  \ud1a4\ubcc4:<br \/>\n    *   \uc591\uc131 \ub808\uc9c0\uc2a4\ud2b8: 2025\ub144 \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8 \uc2dc\uc7a5\uc5d0\uc11c 71.45%\uc758 \uc810\uc720\uc728\ub85c \uc9c0\ubc30\uc801\uc774\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc74c\uc131 \ub808\uc9c0\uc2a4\ud2b8: \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc5d0\uc11c \uace0\ub450\uaed8\uce35\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uae09\uc99d\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 11.38%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc74c\uc131 \ub808\uc9c0\uc2a4\ud2b8\ub294 \uad6c\ub9ac \ud544\ub7ec \ub3c4\uae08 \uc911 \ub192\uc740 \uc804\ub958 \ubc00\ub3c4\ub97c \uacac\ub514\uace0 3:1\uc744 \ucd08\uacfc\ud558\ub294 \uc885\ud6a1\ube44\ub97c \ub2ec\uc131\ud558\uc5ec \ubbf8\uc138 \ud53c\uce58 \ubc94\ud504 \ud615\uc131\uc5d0 \uc911\uc694\ud569\ub2c8\ub2e4.<\/p>\n<p>3.  \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4:<br \/>\n    *   \ubc18\ub3c4\uccb4 \ubc0f IC: 2025\ub144 \uc804\uccb4 \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 54.70%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ucca8\ub2e8 \ud328\ud0a4\uc9d5: \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\uac00 \uc5ec\ub7ec \uc7ac\ubc30\uc120\uce35, TSV \ubc0f \uc6e8\uc774\ud37c \ub808\ubca8 \uc5b8\ub354\ud544 \ud328\ud130\ub2dd\uc744 \ud544\uc694\ub85c \ud568\uc5d0 \ub530\ub77c 11.95%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud32c\uc544\uc6c3 \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9d5\uc740 \uace0\ubc00\ub3c4 \ub77c\uc6b0\ud305\uacfc \uc587\uc740 \ud504\ub85c\ud30c\uc77c \uc5b4\uc148\ube14\ub9ac\ub97c \uacb0\ud569\ud558\uc5ec \ucd5c\ub300 50\u00b5m\uae4c\uc9c0 \ub2e8\uc77c \ud328\uc2a4\ub85c \uc2a4\ud540 \ucf54\ud305\ud560 \uc218 \uc788\ub294 \ud6c4\ub9c9 \uc74c\uc131 \ub808\uc9c0\uc2a4\ud2b8\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4.<\/p>\n<p>4.  \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4:<br \/>\n    *   \uc804\uc790 \ubc0f \uc804\uae30: 2025\ub144 \ub9e4\ucd9c\uc758 61.20%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc790\ub3d9\ucc28 \ubc0f \ubaa8\ube4c\ub9ac\ud2f0: \uc804\uae30\ucc28(EV) \ucc44\ud0dd \ubc0f \uc790\uc728 \uc8fc\ud589 \uc13c\uc11c \ud655\uc0b0\uc73c\ub85c \uc778\ud574 11.86%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. EV \uc804\ub825 \ubaa8\ub4c8\uc740 400\u00b0C \uc774\uc0c1\uc5d0\uc11c \ucc98\ub9ac\ub418\ub294 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc7a5\uce58\uc5d0 \uc758\uc874\ud558\ubbc0\ub85c \uace0\uc628 \ub0b4\uc131 \ub808\uc9c0\uc2a4\ud2b8\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>1.  \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \uae00\ub85c\ubc8c \ub9e4\ucd9c\uc758 72.10%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ub300\ub9cc\uacfc \ud55c\uad6d\uc758 \uace0\ubc00\ub3c4 \ub85c\uc9c1 \uc0dd\uc0b0 \ub2a5\ub825\uacfc \uc911\uad6d\uc758 \uc131\uc219 \ub178\ub4dc \ud339 \ud655\uc7a5\uc774 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. TSMC\uc758 2nm \ub7a8\ud504\uc5c5 \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ud328\ud0a4\uc9c0 \ub77c\uc778\uc740 EUV \ubc0f \ud6c4\ub9c9 \uc7ac\ub8cc\uc758 \uc18c\ube44\ub7c9\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc0bc\uc131\uc758 3D NAND \uc0dd\uc0b0 \ub2a5\ub825\uc740 \uace0\uc120\ud0dd\uc131 KrF \ub808\uc9c0\uc2a4\ud2b8 \uc218\uc694\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2.  \ubd81\ubbf8: CHIPS Act\uac00 \uc0c8\ub85c\uc6b4 \uadf8\ub9b0\ud544\ub4dc \ud339 \uac74\uc124\uc744 \ucd09\uc9c4\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 11.49%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc778\ud154\uc758 \uc624\ud558\uc774\uc624 \ucea0\ud37c\uc2a4, TSMC\uc758 \uc560\ub9ac\uc870\ub098 \ubd80\uc9c0, \uc0bc\uc131\uc758 \ud14d\uc0ac\uc2a4 \uc2dc\uc124\uc740 2028\ub144\uae4c\uc9c0 30\ub9cc wpm \uc774\uc0c1\uc758 \ucd5c\ucca8\ub2e8 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd94\uac00\ud558\uc5ec \ud604\uc9c0 \ub808\uc9c0\uc2a4\ud2b8 \ubc0f \ubcf4\uc870 \ud654\ud559 \ubb3c\uc9c8 \uc218\uc694\ub97c \ub4b7\ubc1b\uce68\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>3.  \uc720\ub7fd: \uc5c4\uaca9\ud55c REACH \uaddc\uc815 \uc900\uc218\ub85c \uc778\ud574 \ud3ec\ubbac\ub808\uc774\uc158 \ube44\uc6a9\uc774 \uc99d\uac00\ud558\uc9c0\ub9cc, \uc778\ud154\uc758 \uc544\uc77c\ub79c\ub4dc \ub300\uaddc\ubaa8 \ud22c\uc790\uc640 \ub3c5\uc77c \ub0b4 \uc7a0\uc7ac\uc801 \ud339 \uac74\uc124\ub85c \uc774\uc810\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud604\uc9c0 \uc7ac\ub8cc \uacf5\uae09\uc5c5\uccb4\uc778 \uba38\ud06c(Merck KGaA)\uc640 BASF\ub294 \uaddc\uc81c \uc804\ubb38 \uc9c0\uc2dd\uc744 \ud65c\uc6a9\ud558\uc5ec EUV \ub77c\uc778\uc5d0 \ub300\ud55c \uc790\uaca9\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8 \uc2dc\uc7a5\uc740 \uc9d1\uc911\ub3c4\uac00 \ub192\uc2b5\ub2c8\ub2e4. JSR\uc758 \uc77c\ubcf8 \uc0b0\uc5c5 \ud30c\ud2b8\ub108(Japan Industrial Partners)\uc5d0 \uc758\ud55c 64\uc5b5 \ub2ec\ub7ec \uc778\uc218\ub294 \uc790\uc0b0\uc744 \ud1b5\ud569\ud558\uace0 EUV \uae08\uc18d \uc0b0\ud654\ubb3c R&#038;D\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uc5ec \ub4c0\ud3f0(DuPont)\uc758 \uc74c\uc131 \ud6c4\ub9c9 \ub77c\uc778 \uc9c0\ubc30\ub825\uc5d0 \ub3c4\uc804\ud560 \uc218 \uc788\ub294 \uc704\uce58\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \ub3c4\ucfc4\uc624\uce74\uacf5\uc5c5\uc740 CHIPS Act \uc778\uc13c\ud2f0\ube0c\uc5d0 \ub9de\ucdb0 \ubbf8\uad6d \uc0dd\uc0b0\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc73c\uba70, \uc2e0\uc5d0\uce20\ud654\ud559\uc740 \uc790\uccb4 \ubd88\uc18c \ud654\ud559 \uc5ed\ub7c9\uc744 \ud65c\uc6a9\ud558\uc5ec \uc800\uac00\uc2a4 EUV \ub808\uc9c0\uc2a4\ud2b8\ub97c \uac1c\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud658\uacbd \uaddc\uc81c \uc900\uc218\uac00 \ud575\uc2ec \ucc28\ubcc4\ud654 \uc694\uc18c\uac00 \ub418\uace0 \uc788\uc73c\uba70, \ud6c4\uc9c0\ud544\ub984(FUJIFILM)\uc740 EUV \ub808\uc9c0\uc2a4\ud2b8\uc640 \ud638\ud658\ub418\ub294 \ubd88\uc18c \ud504\ub9ac \ud604\uc0c1\uc561\uc744 \ucd9c\uc2dc\ud588\uace0, \uba38\ud06c(Merck KGaA)\ub294 \ubc14\uc774\uc624 \uae30\ubc18 \uc6a9\ub9e4\ub97c \uc2dc\ubc94 \uc6b4\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ub7b5\uc801 \ube44\ucd95 \ubc0f \uc774\uc911 \uacf5\uae09 \uacc4\uc57d\uc740 \uc9c0\uc815\ud559\uc801\uc73c\ub85c \ubbfc\uac10\ud55c \uc9c0\uc5ed\uc5d0\uc11c \uc6b4\uc601\ub418\ub294 \ud339\uc758 \uc218\ucd9c \ud1b5\uc81c \ucda9\uaca9\uc5d0 \ub300\ud55c \ud5e4\uc9c0 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5: \ub4c0\ud3f0(DuPont), JSR Corporation, \ub3c4\ucfc4\uc624\uce74\uacf5\uc5c5(TOKYO OHKA KOGYO CO., LTD.), \uc2e0\uc5d0\uce20\ud654\ud559(Shin-Etsu Chemical Co., Ltd.), \ud6c4\uc9c0\ud544\ub984(FUJIFILM Corporation).<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 5\uc6d4: \uc544\uc0ac\ud788\uce74\uc138\uc774(Asahi Kasei Corporation)\ub294 AI \uc11c\ubc84\uc640 \uac19\uc740 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9c0\uc5d0 \ub300\ud55c \uae09\uc99d\ud558\ub294 \uc218\uc694\uc5d0 \ub300\uc751\ud558\uc5ec \uc120\ud3ec\ud2b8(Sunfort) \ub4dc\ub77c\uc774 \ud544\ub984 \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8\uc758 TA \uc2dc\ub9ac\uc988\ub97c \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: \uc2a4\ubbf8\ud1a0\ubaa8\ud654\ud559(Sumitomo Chemical Co., Ltd.)\uc740 \uc77c\ubcf8 \uc624\uc0ac\uce74 \uacf5\uc7a5\uc758 \uc804\uacf5\uc815 \ubc0f \ud6c4\uacf5\uc815 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uacf5\uc815\uc744 \uc704\ud55c \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8 \uac1c\ubc1c \ubc0f \ud488\uc9c8 \ud3c9\uac00 \uc2dc\uc124\uc744 \ud655\uc7a5\ud560 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8 \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud3ec\ud1a0\ub9ac\uc18c\uadf8\ub798\ud53c \uacf5\uc815\uc5d0\uc11c \uc774\ubbf8\uc9c0 \uc804\uc0ac\ub97c \uc704\ud55c \ub9c8\uc2a4\ud0b9 \uc7ac\ub8cc\ub85c \ud65c\uc6a9\ub418\ub294 \uac10\uad11\uc131 \uace0\ubd84\uc790 \uc218\uc9c0\uc778 \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubc18\ub3c4\uccb4, \uc804\uc790 \ubc0f \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc758 \uc218\uc694 \uc99d\uac00\uac00 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \ud575\uc2ec \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc758 \uc815\uc758, \uc5f0\uad6c \ubc29\ubc95\ub860, \uc8fc\uc694 \uc694\uc57d, \uc2dc\uc7a5 \ud658\uacbd, \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \uad6c\ub3c4, \uadf8\ub9ac\uace0 \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \ud3ec\uad04\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n2026\ub144 \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 28\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud588\uc73c\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 11.29%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \ubc18\ub3c4\uccb4 \ubc0f AI \uac00\uc18d\uae30 \ubd84\uc57c\uc758 \uc218\uc694 \uc99d\uac00, EUV \ub9ac\uc18c\uadf8\ub798\ud53c \ucc44\ud0dd \uac00\uc18d\ud654 \ubc0f High-NA \ub85c\ub4dc\ub9f5\uc758 \ubc1c\uc804, 5G \ubc0f IoT \uae30\uae30 \ud655\uc0b0\uc5d0 \ub530\ub978 \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9 \uc99d\ub300, \ubbf8\uad6d \ubc0f \uc720\ub7fd\uc758 CHIPS Act\uc640 \uac19\uc740 \uc815\ubd80\uc758 \ud339(Fab) \uc778\uc13c\ud2f0\ube0c \ud504\ub85c\uadf8\ub7a8, \uadf8\ub9ac\uace0 EUV \ucc98\ub9ac\ub7c9\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \uac74\uc2dd \uc99d\ucc29 \uae08\uc18d \uc0b0\ud654\ubb3c \ub808\uc9c0\uc2a4\ud2b8 \uae30\uc220\uc758 \ubc1c\uc804\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d:<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uc6a9\ub9e4 \ubc0f \uad11\uc0b0 \ubc1c\uc0dd\uc81c\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c HSE(\ubcf4\uac74, \uc548\uc804, \ud658\uacbd) \uaddc\uc81c, \uacf5\uae09\ub9dd \uc9d1\uc911 \ubc0f \uc218\ucd9c \ud1b5\uc81c \ub178\ucd9c \uc704\ud5d8, \uadf8\ub9ac\uace0 EU REACH \ubc0f F-\uac00\uc2a4 \uaddc\uc81c\uc5d0 \ub530\ub978 \ubd88\uc18c\ud654 \uc6a9\ub9e4\uc758 \ub2e8\uacc4\uc801 \ud1f4\ucd9c \ub4f1\uc774 \uc9c0\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uc8fc\uc694 \uc131\uc7a5 \ubd84\uc57c:<br \/>\n\uc2dc\uc7a5\uc740 \ub808\uc9c0\uc2a4\ud2b8 \uc720\ud615, \ud1a4, \uc560\ud50c\ub9ac\ucf00\uc774\uc158, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<br \/>\n*   \ub808\uc9c0\uc2a4\ud2b8 \uc720\ud615\ubcc4: ArF \uc561\uce68, ArF \uac74\uc2dd, KrF, G-\ub77c\uc778, I-\ub77c\uc778, EUV \uae08\uc18d \uc0b0\ud654\ubb3c \ubc0f \uac74\uc2dd \ub808\uc9c0\uc2a4\ud2b8 \ub4f1\uc73c\ub85c \uad6c\ubd84\ub418\uba70, \ud2b9\ud788 EUV \uae08\uc18d \uc0b0\ud654\ubb3c \ubc0f \uac74\uc2dd \ub808\uc9c0\uc2a4\ud2b8\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 12.94%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ubc18\ub3c4\uccb4 \ubc0f IC, \ucca8\ub2e8 \ud328\ud0a4\uc9d5(Fan-Out WLP, RDL), \ud3c9\ud310 \ub514\uc2a4\ud50c\ub808\uc774(LCD\/OLED), \uc778\uc1c4 \ud68c\ub85c \uae30\ud310, MEMS \ubc0f \uc13c\uc11c \ub4f1\uc73c\ub85c \ub098\ub269\ub2c8\ub2e4. \uce69\ub81b \ubc0f \ud32c\uc544\uc6c3 \uc6e8\uc774\ud37c \ub808\ubca8 \uc124\uacc4\uc5d0 \ud544\uc694\ud55c \ub2e4\uc911 \ud6c4\ub9c9 \ub9ac\uc18c\uadf8\ub798\ud53c \uacf5\uc815\uc73c\ub85c \uc778\ud574 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubd84\uc57c\uac00 \uc5f0\ud3c9\uade0 11.95%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc804\uc790 \ubc0f \uc804\uae30, \uc790\ub3d9\ucc28 \ubc0f \ubaa8\ube4c\ub9ac\ud2f0, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \uc18c\ube44\uc7ac(\ud328\ud0a4\uc9d5) \ub4f1\uc73c\ub85c \ubd84\ub958\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(\uc911\uad6d, \uc77c\ubcf8, \ud55c\uad6d, \ub300\ub9cc, \uc778\ub3c4 \ub4f1), \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54), \uc720\ub7fd(\ub3c5\uc77c, \uc601\uad6d, \ud504\ub791\uc2a4, \uc774\ud0c8\ub9ac\uc544, \ub7ec\uc2dc\uc544 \ub4f1), \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub85c \uad6c\uc131\ub429\ub2c8\ub2e4. \ubbf8\uad6d\uc758 CHIPS Act \uc9c0\uc6d0 \ud339\uc5d0 \ud798\uc785\uc5b4 \ubd81\ubbf8 \uc9c0\uc5ed\uc774 \uc5f0\ud3c9\uade0 11.49%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uc21c\uc704\uac00 \ub2e4\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. ALLRESIST, Asahi Kasei, Avantor, Brewer Science, DJ MicroLaminates, \ub3d9\uc9c4\uc384\ubbf8\ucf10, DuPont, Eternal Materials, FUJIFILM, Inpria, JSR, SEMI, \ucf54\uc624\ub871\uc778\ub354\uc2a4\ud2b8\ub9ac, LG\ud654\ud559, Merck KGaA, micro resist technology, Microchemicals, \uc2e0\uc5d0\uce20\ud654\ud559, \uc2a4\ubbf8\ud1a0\ubaa8\ud654\ud559, \ub3c4\ucfc4\uc624\uce74\uacf5\uc5c5, Jiangsu Nata Opto-electronic Material \ub4f1 21\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \ubbf8\uac1c\ucc99 \uc2dc\uc7a5(White-space) \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d(Unmet-Need)\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud3ec\ud568\ud558\uc5ec \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\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-32826","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\/32826"}],"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=32826"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/32826\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=32826"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=32826"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=32826"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}