{"id":33268,"date":"2026-02-09T14:18:31","date_gmt":"2026-02-09T14:18:31","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/chemical-mechanical-polishing-pad-market-mordor\/"},"modified":"2026-09-11T11:09:24","modified_gmt":"2026-09-11T02:09:24","slug":"chemical-mechanical-polishing-pad-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/chemical-mechanical-polishing-pad-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud654\ud559 \uae30\uacc4\uc801 \uc5f0\ub9c8(CMP) \ud328\ub4dc \uc2dc\uc7a5 \uaddc\ubaa8\u00b7\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\/chemical-mechanical-polishing-pad-market-1757408359255-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\/chemical-mechanical-polishing-pad-market-size-image-1768488789735.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 AI \uae30\ubc18 \uc124\uacc4 \uaddc\uce59 \ucd95\uc18c<\/li>\n<li class=\"toc-level-3\">4.2.2 300mm \ud339\uc758 \uc6e8\uc774\ud37c \uc0dd\uc0b0 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \ub85c\uc9c1 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uae09\uaca9\ud55c \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 EUV \ub808\uc774\uc5b4\ub2f9 \ub354 \ub9ce\uc740 CMP \ub2e8\uacc4<\/li>\n<li class=\"toc-level-3\">4.2.5 \ucd08\uc800\uacb0\ud568 \ud328\ub4dc\uac00 \ud544\uc694\ud55c 3D-DRAM \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.6 CoO\ub97c \ub0ae\ucd94\ub294 \uc11c\ube44\uc2a4\ud615 \uc7ac\ud65c\uc6a9 \ud504\ub85c\uadf8\ub7a8<\/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 \ubc18\ub3c4\uccb4 \uc124\ube44 \ud22c\uc790 \uc8fc\uae30\uc131<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud328\ub4dc \uac80\uc99d \uae30\uac04\uc758 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc11d\uc720 \uae30\ubc18 \ud3f4\ub9ac\uc6b0\ub808\ud0c4 \uacf5\uae09 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc2ac\ub7ec\ub9ac \ud3d0\uae30\ubb3c\uc5d0 \ub300\ud55c \ud658\uacbd \uaddc\uc81c\ub85c \uc778\ud55c \ud328\ub4dc \uc0ac\uc591 \uac15\ud654<\/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 \uae30\uc220 \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 \uaddc\uc81c \ud658\uacbd<\/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 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/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 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/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<\/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 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 300 mm<\/li>\n<li class=\"toc-level-3\">5.1.2 200 mm<\/li>\n<li class=\"toc-level-3\">5.1.3 \uae30\ud0c0 \uc6e8\uc774\ud37c \ud06c\uae30<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ud328\ub4dc \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc5f4\uacbd\ud654\uc131 \ud3f4\ub9ac\uc6b0\ub808\ud0c4<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc5f4\uac00\uc18c\uc131 \ud3f4\ub9ac\uc6b0\ub808\ud0c4<\/li>\n<li class=\"toc-level-3\">5.2.3 \ub2e4\uacf5\uc131 \uace0\ubd84\uc790 \ubcf5\ud569\uc7ac<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ud328\ub4dc \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ud558\ub4dc \ud328\ub4dc<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc18c\ud504\ud2b8 \ud328\ub4dc<\/li>\n<li class=\"toc-level-3\">5.3.3 \uace0\uc815 \uc5f0\ub9c8 \ud328\ub4dc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc7a5\uce58 \uc751\uc6a9 \ubd84\uc57c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ub85c\uc9c1<\/li>\n<li class=\"toc-level-3\">5.4.2 \uba54\ubaa8\ub9ac\n<ul>\n<li class=\"toc-level-4\">5.4.2.1 DRAM<\/li>\n<li class=\"toc-level-4\">5.4.2.2 NAND<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \uae30\ud0c0 \uba54\ubaa8\ub9ac<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc544\ub0a0\ub85c\uadf8<\/li>\n<li class=\"toc-level-3\">5.4.4 \uae30\ud0c0 \uc7a5\uce58 \uc751\uc6a9 \ubd84\uc57c<\/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 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \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 \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 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \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 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ub3d9\ub0a8\uc544\uc2dc\uc544<\/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\n<ul>\n<li class=\"toc-level-5\">5.5.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.2.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/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 \uac1c\uc694, \uc2dc\uc7a5 \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 3M Company<\/li>\n<li class=\"toc-level-3\">6.4.2 DuPont de Nemours Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Entegris Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 Cabot Microelectronics Corporation (CMC Materials)<\/li>\n<li class=\"toc-level-3\">6.4.5 Fujibo Holdings Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 Hubei Dinglong Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 Pureon AG<\/li>\n<li class=\"toc-level-3\">6.4.8 SK enpulse Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 Thomas West Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 Beijing Grish Hi-Tech Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 Shin-Etsu Chemical Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 Saint-Gobain Performance Plastics<\/li>\n<li class=\"toc-level-3\">6.4.13 3S Korea Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 Wafer-Tek Corp.<\/li>\n<li class=\"toc-level-3\">6.4.15 JSR Corporation<\/li>\n<li class=\"toc-level-3\">6.4.16 VersaPad LLC<\/li>\n<li class=\"toc-level-3\">6.4.17 LG Chem CMP Materials Business<\/li>\n<li class=\"toc-level-3\">6.4.18 Dow Inc. (CMP Pads Division)<\/li>\n<li class=\"toc-level-3\">6.4.19 Sumitomo Bakelite Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.20 Kumho-Polychem Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.21 U-Pad Technology Corp.<\/li>\n<li class=\"toc-level-3\">6.4.22 Advanced MP Technology<\/li>\n<li class=\"toc-level-3\">6.4.23 NexPlanar Corporation<\/li>\n<li class=\"toc-level-3\">6.4.24 ASAHI-Diamond Industrial 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>\ud654\ud559 \uae30\uacc4\uc801 \uc5f0\ub9c8(CMP) \ud328\ub4dc \uc2dc\uc7a5 \uac1c\uc694 \ubc0f 2031\ub144 \uc804\ub9dd<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>\ud654\ud559 \uae30\uacc4\uc801 \uc5f0\ub9c8(CMP) \ud328\ub4dc \uc2dc\uc7a5\uc740 2025\ub144 43\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 46\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 7.55%\ub97c \uae30\ub85d\ud558\uba70 2031\ub144\uc5d0\ub294 66\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ubcf8 \uc2dc\uc7a5\uc740 \uc6e8\uc774\ud37c \ud06c\uae30(300mm, 200mm \ub4f1), \ud328\ub4dc \uc18c\uc7ac(\uc5f4\uacbd\ud654\uc131 \ud3f4\ub9ac\uc6b0\ub808\ud0c4, \uc5f4\uac00\uc18c\uc131 \ud3f4\ub9ac\uc6b0\ub808\ud0c4 \ub4f1), \ud328\ub4dc \uc720\ud615(\ud558\ub4dc \ud328\ub4dc, \uc18c\ud504\ud2b8 \ud328\ub4dc, \uace0\uc815 \uc5f0\ub9c8 \ud328\ub4dc), \uc7a5\uce58 \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ub85c\uc9c1, \uba54\ubaa8\ub9ac \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ub4f1)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc790 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \uc608\uce21\ub418\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>CMP \ud328\ub4dc \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   AI \uae30\ubc18 \uc124\uacc4 \uaddc\uce59 \ucd95\uc18c: \uacf5\uaca9\uc801\uc778 \ub85c\uc9c1 \ub85c\ub4dc\ub9f5\uc774 2nm \uc591\uc0b0\uc744 \ubaa9\ud45c\ub85c \ud568\uc5d0 \ub530\ub77c, \uc774\uc804 7nm \uacf5\uc815 \ub300\ube44 \ucd5c\ub300 15\ub2e8\uacc4\uc758 CMP \uacf5\uc815\uc774 \ucd94\uac00\ub429\ub2c8\ub2e4. \uc774\ub294 \ub098\ub178\ubbf8\ud130\uae09 \ud45c\uba74 \uc81c\uc5b4\ub97c \uc694\uad6c\ud558\uba70, \ucc28\uc138\ub300 \ub2e4\uacf5\uc131 \ubcf5\ud569\uc7ac\uc640 \uac19\uc740 \uc18c\uc7ac\uac00 10nm \ubbf8\ub9cc\uc758 \uacb0\ud568\ub960\uacfc \uc548\uc815\uc801\uc778 \uc81c\uac70\uc728\uc744 \uc81c\uacf5\ud558\uba70 \uc911\uc694\uc131\uc774 \ubd80\uac01\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, AI \uc81c\uc5b4 \ub8e8\ud504\ub97c \ud1b5\ud55c \uc2e4\uc2dc\uac04 \uacf5\uc815 \ud29c\ub2dd\uc740 \ud328\ub4dc\uc758 \ub3d9\uc801 \uc131\ub2a5 \uc720\uc9c0\uc5d0 \ub300\ud55c \uae30\ub300\ub97c \ub192\uc5ec, \ucca8\ub2e8 \ub85c\uc9c1 \ub77c\uc778\uc5d0\uc11c \uace0\uc131\ub2a5 CMP \ud328\ub4dc\uc758 \uc804\ub7b5\uc801 \uac00\uce58\ub97c \uc99d\ub300\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   300mm \ud339\uc758 \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9 \uc99d\uac00: 2025\ub144\ubd80\ud130 2027\ub144 \uc0ac\uc774\uc5d0 12\uac1c \uc774\uc0c1\uc758 \uc2e0\uaddc 300mm \uc2dc\uc124\uc774 \uac00\ub3d9\ub420 \uc608\uc815\uc785\ub2c8\ub2e4. 300mm \uc6e8\uc774\ud37c\ub294 200mm \uc6e8\uc774\ud37c\ubcf4\ub2e4 \uc57d 40% \ub354 \ub113\uc740 \ud45c\uba74\uc801\uc744 \uac00\uc9c0\uba70, \uc77c\ubc18\uc801\uc73c\ub85c \ub354 \ub9ce\uc740 CMP \ub2e8\uacc4\ub97c \uac70\uce58\ubbc0\ub85c \uc7a5\uce58\ub2f9 \ud328\ub4dc \uc18c\ube44\ub7c9\uc774 \uc99d\uac00\ud569\ub2c8\ub2e4. \ub192\uc740 \uae30\ud310 \uac00\uce58\ub294 \uacb0\ud568 \uc704\ud5d8\uc744 \ucd5c\uc18c\ud654\ud558\ub294 \ud504\ub9ac\ubbf8\uc5c4 \uc18c\uc7ac\ub97c \uc120\ud638\ud558\uac8c \ud558\uba70, \uad6c\ub9ac, \ud145\uc2a4\ud150, \uc800\uc720\uc804\uc728(low-k) \uc2a4\ud0dd \uc804\ubc18\uc5d0 \uac78\uccd0 \uc77c\uad00\ub41c \uc18c\uc7ac \ubc18\uc751\uc744 \ubcf4\uc7a5\ud558\ub294 \uacf5\uae09\uc5c5\uccb4\uac00 \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud569\ub2c8\ub2e4.<br \/>\n*   \ub85c\uc9c1 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5: \uc9c0\uc815\ud559\uc801 \ubc0f \uacf5\uae09\ub9dd \ubcf5\uc6d0\ub825 \ubaa9\ud45c\uc5d0 \ub530\ub77c \ubbf8\uad6d, \ub3c5\uc77c, \uc77c\ubcf8 \ub4f1\uc9c0\uc5d0\uc11c \ucca8\ub2e8 \ub85c\uc9c1 \ud339 \uac74\uc124\uc774 \ud65c\ubc1c\ud558\uba70, \uc774\ub294 \ub300\ub9cc\uacfc \ud55c\uad6d\uc758 \uae30\uc874 \ud074\ub7ec\uc2a4\ud130\ub97c \ubcf4\uc644\ud569\ub2c8\ub2e4. \uac01 \uc2e0\uaddc \uc0ac\uc774\ud2b8\ub294 \ud604\uc9c0 \uae30\uc220 \uc9c0\uc6d0 \uc778\ud504\ub77c\ub97c \ud544\uc694\ub85c \ud558\uba70, \ud328\ub4dc \uae30\uc5c5\ub4e4\uc740 \uae00\ub85c\ubc8c \uc81c\ud488 \uade0\uc77c\uc131\uc744 \uc720\uc9c0\ud558\uba74\uc11c \uc11c\ube44\uc2a4 \ubc94\uc704\ub97c \ud655\uc7a5\ud574\uc57c \ud569\ub2c8\ub2e4. 3nm \uc774\ud558\uc758 \uac8c\uc774\ud2b8-\uc62c-\uc5b4\ub77c\uc6b4\ub4dc(GAA) \uc544\ud0a4\ud14d\ucc98\ub294 \uc644\uc804\ud788 \uc0c8\ub85c\uc6b4 \uae30\uacc4\uc801 \uc801\ud569\uc131 \ubc94\uc704\ub97c \uc694\uad6c\ud558\uba70, \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4 \ud328\ub4dc \ud654\ud559\uc758 \ud544\uc694\uc131\uc744 \uac00\uc18d\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   EUV \ub808\uc774\uc5b4\ub2f9 CMP \ub2e8\uacc4 \uc99d\uac00: \uadf9\uc790\uc678\uc120(EUV) \ud328\ud130\ub2dd\uc740 \ub2e4\uc911 \ud328\ud130\ub2dd DUV \ubc29\uc2dd\uc744 \ub300\uccb4\ud558\uc9c0\ub9cc, \ub808\uc9c0\uc2a4\ud2b8 \uc794\ub958\ubb3c \uc81c\uac70 \ubc0f \ud3a0\ub9ac\ud074 \uc778\ud130\ud398\uc774\uc2a4 \uc81c\uc5b4\ub85c \uc778\ud574 \uc5ed\uc124\uc801\uc73c\ub85c CMP \ud69f\uc218\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \ud339\uc5d0\uc11c\ub294 \ub2e8\uc77c \ub85c\uc9c1 \uc7a5\uce58 \ub808\uc774\uc5b4\uc5d0 \ucd5c\ub300 25\uac1c\uc758 CMP \ud328\uc2a4\ub97c \ubcf4\uace0\ud558\uba70, \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9 \uc99d\uac00\ub97c \ud6e8\uc52c \ub6f0\uc5b4\ub118\ub294 \ud328\ub4dc \ucc98\ub9ac\ub7c9 \uc694\uad6c \uc0ac\ud56d\uc744 \uac15\ud654\ud569\ub2c8\ub2e4. 2027\ub144 \uace0NA EUV\uac00 \ud30c\uc77c\ub7ff \ub77c\uc778\uc5d0 \ub3c4\uc785\ub428\uc5d0 \ub530\ub77c, \ucd08\uc810 \uc2ec\ub3c4 \ucd95\uc18c\ub294 \uc9c0\ud615 \uc608\uc0b0\uc744 \ub354\uc6b1 \uc81c\ud55c\ud558\uc5ec \ud328\ub4dc \uc131\ub2a5\uc744 \uc6d0\uc790 \uc218\uc900\uc758 \ud3c9\ud0c4\ud654\ub85c \ub04c\uc5b4\uc62c\ub9b4 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   3D-DRAM \ucc44\ud0dd \ubc0f \uc7ac\ud65c\uc6a9 \uc11c\ube44\uc2a4 \ud504\ub85c\uadf8\ub7a8: 3D-DRAM\uc758 \ud655\uc0b0\uacfc \uc7ac\ud65c\uc6a9 \uc11c\ube44\uc2a4 \ud504\ub85c\uadf8\ub7a8\uc758 \ub3c4\uc785 \ub610\ud55c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc131\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<\/p>\n<p>*   \ubc18\ub3c4\uccb4 \uc124\ube44 \ud22c\uc790 \uc8fc\uae30\uc131: \ub2e4\uc6b4\uc0ac\uc774\ud074\uc740 \uc77c\ubc18\uc801\uc73c\ub85c 12~18\uac1c\uc6d4 \ub3d9\uc548 \uc7a5\ube44 \uc9c0\ucd9c\uc744 \uc5b5\uc81c\ud558\uc5ec \uc18c\ubaa8\ud488 \uc218\uc694\uc758 \uae09\uaca9\ud558\uc9c0\ub9cc \uc77c\uc2dc\uc801\uc778 \uac10\uc18c\ub97c \ucd08\ub798\ud569\ub2c8\ub2e4. \uc131\uc219 \ub178\ub4dc \ud339\uc740 \ub354 \ub9ce\uc740 \uc6e8\uc774\ud37c\ub97c \ucc98\ub9ac\ud558\uac8c \ub418\uc5b4 \ucc28\uc138\ub300 \ud328\ub4dc \uc124\uacc4 \ucc44\ud0dd\uc744 \uc5b5\uc81c\ud558\uace0 \ud310\ub9e4 \uc8fc\uae30\ub97c \uc5f0\uc7a5\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \ud328\ub4dc \uac80\uc99d \uae30\uac04 \uc7a5\uae30\ud654: \ucca8\ub2e8 \ub178\ub4dc \uac80\uc99d\uc740 \uc774\uc81c \uc5ec\ub7ec \ud1b5\ud569 \ubc0f \uc0ac\uc774\ud2b8 \uc804\ubc18\uc5d0 \uac78\uccd0 \uad11\ubc94\uc704\ud55c \ud1b5\uacc4\uc801 \uc2e0\ub8b0\ub3c4\ub97c \uc694\uad6c\ud558\uae30 \ub54c\ubb38\uc5d0 12~18\uac1c\uc6d4\uc774 \uc18c\uc694\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae34 \ub9ac\ub4dc \ud0c0\uc784\uc740 \uacf5\uae09\uc5c5\uccb4\uc758 \ud604\uae08 \ud750\ub984\uc744 \uc555\ubc15\ud558\uace0 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc7a5\ubcbd\uc744 \ub192\uc5ec, \uc7a5\uae30\uc801\uc778 \uac80\uc99d \ud504\ub85c\uadf8\ub7a8\uc744 \uac10\ub2f9\ud560 \uc218 \uc788\ub294 \uc5c5\uccb4\ub4e4\ub85c \uc2dc\uc7a5\uc744 \uc9d1\uc911\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \uc11d\uc720 \uae30\ubc18 \ud3f4\ub9ac\uc6b0\ub808\ud0c4 \uacf5\uae09 \ubd80\uc871 \ubc0f \uc2ac\ub7ec\ub9ac \ud3d0\uae30\ubb3c \ud658\uacbd \uaddc\uc81c: \uc11d\uc720 \uae30\ubc18 \ud3f4\ub9ac\uc6b0\ub808\ud0c4\uc758 \uacf5\uae09 \ubd80\uc871\uacfc \uc2ac\ub7ec\ub9ac \ud3d0\uae30\ubb3c\uc5d0 \ub300\ud55c \ud658\uacbd \uaddc\uc81c \ub610\ud55c \uc2dc\uc7a5\uc5d0 \uc81c\uc57d\uc73c\ub85c \uc791\uc6a9\ud558\uba70, \ub300\uccb4 \uc18c\uc7ac \uac1c\ubc1c \ubc0f \uc9c0\uc18d \uac00\ub2a5\ud55c \uc194\ub8e8\uc158 \ub3c4\uc785\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\ubd84\ud654 \ubd84\uc11d<\/p>\n<p>*   \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4: 300mm \uae30\ud310\uc740 2025\ub144 \ub9e4\ucd9c\uc758 62.05%\ub97c \ucc28\uc9c0\ud558\uba70, \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\uc124\uc758 \ud575\uc2ec\uc785\ub2c8\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac \uc120\ub450 \uae30\uc5c5\ub4e4\uc740 \ub300\ubd80\ubd84\uc758 \uc2e0\uaddc \ud22c\uc790\ub97c \uc774 \uc9c1\uacbd\uc5d0 \ud560\ub2f9\ud558\uc5ec \ucc98\ub9ac\ub7c9 \ubc0f \ub77c\uc778 \uc218\uc728\uc5d0\uc11c \uaddc\ubaa8\uc758 \uc774\uc810\uc744 \uac15\ud654\ud569\ub2c8\ub2e4. \ub9ac\uc18c\uadf8\ub798\ud53c \ub85c\ub4dc\ub9f5\uc774 450mm\ub85c\uc758 \uc758\ubbf8 \uc788\ub294 \uc804\ud658\uc744 2030\ub144 \uc774\ud6c4\ub85c \ubbf8\ub8e8\uba74\uc11c 300mm \ud328\ub4dc \ucd9c\ud558\ub7c9\uc758 \uc131\uc7a5\uc138\ub294 \uc720\uc9c0\ub420 \uac83\uc785\ub2c8\ub2e4. \uc6e8\uc774\ud37c \ub808\ubca8 \uce69 \uc2a4\ucf00\uc77c \ud328\ud0a4\uc9d5(WLCSP)\uacfc \uac19\uc740 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \ud6c4\uacf5\uc815 CMP \ub2e8\uacc4\uc5d0\uc11c 300mm \uc6e8\uc774\ud37c\ub97c \uc0ac\uc6a9\ud558\uba70 \ucd94\uac00\uc801\uc778 \ud328\ub4dc \uc218\uc694\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4. \ubc18\uba74, 200mm \ub77c\uc778\uc740 \ub808\uac70\uc2dc \uc544\ub0a0\ub85c\uadf8 \ubc0f \uc804\ub825 \uc7a5\uce58\uc5d0 \uc0ac\uc6a9\ub418\uba70, \ud328\ub4dc \uc131\ub2a5 \uc784\uacc4\uac12\uc774 \ub0ae\uace0 \uac00\uaca9 \ubbfc\uac10\ub3c4\uac00 \ub192\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud328\ub4dc \uc18c\uc7ac\ubcc4: \uc5f4\uacbd\ud654\uc131 \ud3f4\ub9ac\uc6b0\ub808\ud0c4\uc740 \uc785\uc99d\ub41c \uae30\uacc4\uc801 \uac15\uc131\uacfc \uc2ac\ub7ec\ub9ac \ud638\ud658\uc131 \ub355\ubd84\uc5d0 \ud575\uc2ec\uc801\uc778 \uc911\uc694\uc131\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 3nm \ubbf8\ub9cc\uc758 \uc9c0\ud615 \uc0ac\uc591\uc740 \uc2a4\ud06c\ub798\uce58 \uc5b5\uc81c\uc5d0 \ud55c\uacc4\ub97c \ub4dc\ub7ec\ub0b4\uba70, \ub2e4\uacf5\uc131 \uace0\ubd84\uc790 \ubcf5\ud569\uc7ac\uc758 8.25% CAGR \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ubcf5\ud569\uc7ac\ub294 \uc81c\uc5b4\ub41c \ub2e4\uacf5\uc131\uc744 \ub0b4\uc7a5\ud558\uc5ec \uc2ac\ub7ec\ub9ac\ub97c \uc778\ud130\ud398\uc774\uc2a4\ub85c \uc804\ub2ec\ud558\uba74\uc11c \uc804\ub2e8 \uc751\ub825\uc744 \uc644\ud654\ud558\uc5ec \ubbf8\uc138 \uc2a4\ud06c\ub798\uce58\ub97c \uc904\uc785\ub2c8\ub2e4. \uc5f4\uac00\uc18c\uc131 \ud328\ub4dc\ub294 \uc7ac\ud65c\uc6a9\uc131 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uba70, \uc7a5\uce58 \ub9c8\uc9c4\uc774\ub098 \ud658\uacbd \ud06c\ub808\ub527\uc774 \ucd08\uae30 \ub192\uc740 \ube44\uc6a9\uc744 \uc0c1\uc1c4\ud558\ub294 \uacf3\uc5d0\uc11c \uc778\uae30\ub97c \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud328\ub4dc \uc720\ud615\ubcc4: \ud558\ub4dc \ud328\ub4dc\ub294 \uad6c\ub9ac \ub2e4\ub9c8\uc2e0, \ud145\uc2a4\ud150 \ud50c\ub7ec\uadf8, \ubc8c\ud06c \ud6c4\uba74 \uc5f0\ub9c8\uc5d0 \ud544\uc218\uc801\uc774\uba70, 2025\ub144 \ub9e4\ucd9c\uc758 69.20%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc2ac\ub7ec\ub9ac \uc5c6\ub294 \uace0\uc815 \uc5f0\ub9c8 \ud328\ub4dc\ub294 \uc54c\ub8e8\ubbf8\ub098 \ub610\ub294 \uc138\ub9ac\uc544 \uc785\uc790\ub97c \ub9e4\ud2b8\ub9ad\uc2a4\uc5d0 \uc9c1\uc811 \ud1b5\ud569\ud558\uc5ec \ud654\ud559 \ubb3c\uc9c8 \uc0ac\uc6a9\ub7c9\uc744 \uc904\uc774\uace0 \uc2ac\ub7ec\ub9ac \ud3d0\uae30\ubb3c\uc744 \uc808\uac10\ud569\ub2c8\ub2e4. \uc18c\ud504\ud2b8 \ud328\ub4dc\ub294 \uce69\ub81b \ubc0f \uc6e8\uc774\ud37c-\ud22c-\uc6e8\uc774\ud37c \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uacfc \uac19\uc740 \uc774\uc885 \ud1b5\ud569 \ubc29\uc2dd\uc758 \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc5d0 \ud544\uc218\uc801\uc774\uba70, 2031\ub144\uae4c\uc9c0 9.10%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \ud558\ub4dc \ud328\ub4dc \ubb3c\ub7c9\uc744 \uc7a0\uc2dd\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c \uc0c8\ub85c\uc6b4 \uc218\uc694 \uacbd\ub85c\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4.<br \/>\n*   \uc7a5\uce58 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ub85c\uc9c1 \uc7a5\uce58(CPU \ubc0f AI \uac00\uc18d\uae30)\ub294 2025\ub144 \ud328\ub4dc \ucd9c\ud558\ub7c9\uc758 35.25%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc774\ub294 \ucca8\ub2e8 \uc778\ud130\ucee4\ub125\ud2b8 \ub808\ubca8\uc5d0\uc11c\uc758 \ub192\uc740 CMP \uac15\ub3c4\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. \ub098\ub178\uc2dc\ud2b8 \ud2b8\ub79c\uc9c0\uc2a4\ud130\uac00 \ud30c\uc6b4\ub4dc\ub9ac \uc804\ubc18\uc5d0 \ud655\uc0b0\ub428\uc5d0 \ub530\ub77c \ub85c\uc9c1 \ubd80\ubb38\uc758 CMP \ud328\ub4dc \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2030\ub144\uae4c\uc9c0 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uc560\ud50c\ub9ac\ucf00\uc774\uc158(3D-DRAM \ubc0f \uace0\uce35 NAND)\uc740 8.65%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc218\uc9c1 \uc544\ud0a4\ud14d\ucc98\ub294 \ubd80\ub4dc\ub7fd\uace0 \ub2e4\uacf5\uc131\uc774 \ub192\uc740 \ud328\ub4dc\ub97c \uc120\ud638\ud558\ub294 \ub3c5\ud2b9\ud55c \uacc4\ub2e8\uc2dd \ubc0f \ucc44\ub110 CMP \uacfc\uc81c\ub97c \uc81c\uae30\ud569\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c\uc758 39.85%\ub97c \ucc28\uc9c0\ud558\uba70 CMP \ud328\ub4dc \uc2dc\uc7a5\uc758 \uc911\uc2ec\uc9c0\uc785\ub2c8\ub2e4. \ub300\ub9cc\uacfc \ud55c\uad6d \uc804\ubc18\uc758 \ub2e4\uc218\uc758 300mm \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac \ud655\uc7a5\uc73c\ub85c \uc778\ud574 2031\ub144\uae4c\uc9c0 9.35%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc758 \uad6d\ub0b4 \uba54\ubaa8\ub9ac \ucd94\uc9c4\ub3c4 \ubb3c\ub7c9\uc744 \ucd94\uac00\ud558\uc9c0\ub9cc, \uc218\ucd9c \ud1b5\uc81c \uc5ed\ud48d\uc774 \uc7a5\ube44 \ud750\ub984\uc744 \uc5b5\uc81c\ud569\ub2c8\ub2e4. \uc77c\ubcf8\uc758 \uc2e0\uaddc EUV \ub77c\uc778\uc5d0 \ub300\ud55c \uc804\ub7b5\uc801 \ubcf4\uc870\uae08\uacfc CMP \uc2ac\ub7ec\ub9ac \uc0dd\uc0b0 \ub9ac\ub354\uc2ed\uc740 \ucd94\uac00\uc801\uc778 \uc131\uc7a5 \ub3d9\ub825\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: \ubbf8\uad6d CHIPS Act \uc778\uc13c\ud2f0\ube0c\ub85c \uc560\ub9ac\uc870\ub098, \uc624\ud558\uc774\uc624, \ud14d\uc0ac\uc2a4\uc5d0 \ucca8\ub2e8 \ub178\ub4dc \uc2dc\uc124\uc774 \uac74\uc124\ub418\uba74\uc11c \uc2dc\uc7a5 \uc810\uc720\uc728\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4 \ud339\uc740 \ud604\uc9c0 \ud328\ub4dc \uc81c\uc870 \ubc0f \uc801\uc2dc(just-in-time) \ubb3c\ub958\ub97c \uc694\uad6c\ud558\uba70, \uae30\uc874 \uc5c5\uccb4\uc640 \uc2e0\uc0dd \uae30\uc5c5 \ubaa8\ub450\uc5d0\uac8c \uae30\ud68c\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ub3c5\uc77c\uacfc \uc774\ud0c8\ub9ac\uc544\uc758 \ub85c\uc9c1 \ubc0f \uc804\ub825 \uc7a5\uce58 \ud22c\uc790\ub85c \uc704\uc0c1\uc774 \ub192\uc544\uc9c0\uace0 \uc788\uc73c\uba70, \uc5c4\uaca9\ud55c PFAS \uaddc\uc81c\ub294 \uce5c\ud658\uacbd \uc124\uacc4 \ud45c\uc900\uc744 \ucda9\uc871\ud558\ub294 \ubcf5\ud569 \ud328\ub4dc \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \uae30\ud0c0 \uc9c0\uc5ed: \ub3d9\ub0a8\uc544\uc2dc\uc544\ub294 \ub9d0\ub808\uc774\uc2dc\uc544\uc640 \uc2f1\uac00\ud3ec\ub974\ub97c \uc911\uc2ec\uc73c\ub85c \uc804\uacf5\uc815 \uc81c\uc870\ub85c \uc0c1\ub958 \uc774\ub3d9\ud558\uba70 \ud1b5\ud569 CMP \uc11c\ube44\uc2a4 \uc13c\ud130\ub97c \uc120\ud638\ud569\ub2c8\ub2e4. \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\ub294 \ud0d0\uc0c9 \ub2e8\uacc4\uc5d0 \uc788\uc73c\uba70, \uac78\ud504 \uad6d\uac00\uc758 \uc81c\uc548\ub41c \ud339\uc740 \uc591\uc0b0\uae4c\uc9c0 \uc218\ub144\uc774 \uac78\ub9b4 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>CMP \ud328\ub4dc \uc2dc\uc7a5 \ub9ac\ub354\uc2ed\uc740 \uc218\uc2ed \ub144\uac04\uc758 \ud2b9\ud5c8 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \ubcf4\uc720\ud558\uace0 \uc778\ub77c\uc778 \ucee8\ub514\uc154\ub2dd \ubc0f \uc2ac\ub7ec\ub9ac \uc0ac\uc5c5\uc744 \uc720\uc9c0\ud558\uba70 \ud134\ud0a4 CMP \uc0dd\ud0dc\uacc4\ub97c \uc81c\uacf5\ud558\ub294 \uc18c\uc218\uc758 \uae00\ub85c\ubc8c \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. DuPont\uc758 Ikonic \uc2dc\ub9ac\uc988\ub294 \uc81c\uac70\uc728, \uacb0\ud568\ub960 \ubc0f \ud328\ub4dc \uc218\uba85 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc131\ub2a5 \ud5a5\uc0c1\uc744 \uc81c\uacf5\ud558\ub294 \ud1b5\ud569 \uc544\ud0a4\ud14d\ucc98\uc758 \ub300\ud45c\uc801\uc778 \uc608\uc785\ub2c8\ub2e4. Entegris\ub294 3D-NAND \ubc0f DRAM\uc744 \uc704\ud55c \uc138\uadf8\uba3c\ud2b8\ubcc4 \ub77c\uc778\uc744 \uac15\uc870\ud558\uba70, CMC Materials\ub294 \uc911\uac04 \ub178\ub4dc \ube44\uc6a9 \ucd5c\uc801\ud654\ub97c \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc911\uad6d, \ub300\ub9cc, \ud55c\uad6d\uc758 \uc9c0\uc5ed \uacbd\uc7c1\uc5c5\uccb4\ub4e4\uc740 \uc131\uc219 \ub178\ub4dc\uc5d0\uc11c \uac00\uaca9\uc744 \uc9c4\uc785 \uc218\ub2e8\uc73c\ub85c \ud65c\uc6a9\ud558\uc5ec \uc131\ub2a5 \uaca9\ucc28\ub97c \uc904\uc774\uae30 \uc704\ud574 \ube60\ub978 \ubc18\ubcf5 \uc8fc\uae30\ub97c \ucd94\uad6c\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uae34 \uac80\uc99d \uae30\uac04\uacfc \uc218\uc728 \uc704\ud5d8\uc5d0 \ub300\ud55c \uace0\uac1d\uc758 \uac70\ubd80\uac10\uc740 \ucca8\ub2e8 \ub77c\uc778\uc5d0\uc11c \uae30\uc874 \uc5c5\uccb4\ub97c \uc989\uc2dc \ub300\uccb4\ud558\ub294 \uac83\uc744 \uc81c\ud55c\ud569\ub2c8\ub2e4. \ud328\ub4dc \uacf5\uae09\uc5c5\uccb4\uac00 \ucee8\ub514\uc154\ub108 \ubc0f \uc2ac\ub7ec\ub9ac \uc790\uc0b0\uc744 \uc778\uc218\ud558\uc5ec \uc2dc\ub108\uc9c0 \ud6a8\uacfc\ub97c \ub0b4\ub294 \uc218\uc775\uc744 \ud655\ubcf4\ud558\uace0 \ud339 \uacf5\uae09\uc5c5\uccb4 \ubaa9\ub85d\uc744 \ub2e8\uc21c\ud654\ud568\uc5d0 \ub530\ub77c \uc218\uc9c1 \ud1b5\ud569 \ucd94\uc138\uac00 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870(ESG) \ud544\ud130\ub294 \ub354\uc6b1 \uc5c4\uaca9\ud574\uc838, PFAS-free \ud654\ud559 \ubb3c\uc9c8 \ubc0f \uc21c\ud658 \uacbd\uc81c \ubaa8\ub378\uc744 \ubb38\uc11c\ud654\ud560 \uc218 \uc788\ub294 \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \ubcf4\uc0c1\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc7ac\ud65c\uc6a9 \ud30c\uc77c\ub7ff\uc740 \uc77c\ud68c\uc131 \uc18c\ubaa8\ud488 \ud310\ub9e4\uc5d0\uc11c \uc218\uba85 \uc8fc\uae30 \uc11c\ube44\uc2a4 \uacc4\uc57d\uc73c\ub85c \uac00\uce58 \uc778\uc2dd\uc744 \uc804\ud658\ud558\uc5ec \uc804\ud658 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\uace0 \uace0\uac1d \uc7a0\uae08 \ud6a8\uacfc\ub97c \uc2ec\ud654\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc0b0\uc5c5 \ub9ac\ub354\ub85c\ub294 3M Company, DuPont de Nemours Inc., Entegris Inc., Cabot Microelectronics (CMC Materials), Fujibo Holdings Inc. \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 3\uc6d4: TSMC\ub294 2027\ub144 \uc0dd\uc0b0\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 \ub450 \ubc88\uc9f8 \uad6c\ub9c8\ubaa8\ud1a0 \uacf5\uc7a5 \uac74\uc124\uc744 \uc2dc\uc791\ud588\uc73c\uba70, \ud1b5\ud569\ub41c \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ub77c\uc778\uc5d0\uc11c \ub9de\ucda4\ud615 TSV(Through-Silicon-Via) CMP \ud328\ub4dc\ub97c \uc18c\ube44\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: CXMT\ub294 \uc6d4 20\ub9cc \uac1c\uc758 DRAM \uc6e8\uc774\ud37c\ub97c \uc548\uc815\uc801\uc73c\ub85c \uc0dd\uc0b0\ud558\uba70, \uba54\ubaa8\ub9ac \ucd5c\uc801\ud654\ub41c \ud3c9\ud0c4\ud654 \uc18c\ubaa8\ud488\uc5d0 \ub300\ud55c \uc9c0\uc5ed \uc218\uc694\ub97c \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: \ud6c4\uc9c0\ud544\ub984\uc740 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 AI \ubc18\ub3c4\uccb4 \uc218\uc694\ub97c \uc5b8\uae09\ud558\uba70 \uad6c\ub9c8\ubaa8\ud1a0 CMP \uc2ac\ub7ec\ub9ac \uc2dc\uc124\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc744 30% \uc99d\ub300\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 12\uc6d4: SEMI\ub294 2025\ub144\uc5d0 18\uac1c\uc758 \uc2e0\uaddc \uae00\ub85c\ubc8c \ud339\uc774 \ucc29\uacf5\ub420 \uac83\uc774\uba70, \uc774 \uc911 15\uac1c\uac00 300mm \uaddc\ubaa8\uac00 \ub420 \uac83\uc774\ub77c\uace0 \uc608\uce21\ud558\uc5ec \ub2e4\ub144\uac04\uc758 \ud328\ub4dc \ubb3c\ub7c9 \uac00\uc2dc\uc131\uc744 \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \ud575\uc2ec \uacf5\uc815\uc778 \ud654\ud559 \uae30\uacc4\uc801 \ud3c9\ud0c4\ud654(CMP) \uacf5\uc815\uc5d0 \ud544\uc218\uc801\uc778 CMP \ud328\ub4dc \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. CMP \ud328\ub4dc\ub294 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c\uc758 \ud3c9\ud0c4\ud654 \ubc0f \uc5f0\ub9c8\uc5d0 \uc0ac\uc6a9\ub418\uba70, \uc8fc\ub85c \uacac\uace0\ud558\uace0 \ub2e4\uacf5\uc131\uc778 \ud3f4\ub9ac\uc6b0\ub808\ud0c4 \ud3fc\uc73c\ub85c \uc81c\uc791\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \uc5f0\uad6c\ub294 \ub2e4\uc591\ud55c \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc774 \uc81c\uacf5\ud558\ub294 CMP \ud328\ub4dc \ud310\ub9e4 \uc218\uc775\uc744 \ucd94\uc801\ud558\uace0, \uc81c\ud488 \ud601\uc2e0, \ub2e4\uac01\ud654 \ubc0f \ud655\uc7a5\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \ubd84\uc11d\ud558\uc5ec \uc2dc\uc7a5 \ub3d9\ud5a5\uc744 \ud3c9\uac00\ud569\ub2c8\ub2e4. \ub610\ud55c, COVID-19 \ud32c\ub370\ubbf9 \ubc0f \uae30\ud0c0 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud558\uba70, \ub2e4\uc591\ud55c \uc2dc\uc7a5 \ubd80\ubb38\uc5d0 \ub300\ud55c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>CMP \ud328\ub4dc \uc2dc\uc7a5\uc740 \uc6e8\uc774\ud37c \ud06c\uae30(300mm, 200mm, \uae30\ud0c0), \ud328\ub4dc \uc7ac\ub8cc(\uc5f4\uacbd\ud654\uc131 \ud3f4\ub9ac\uc6b0\ub808\ud0c4, \uc5f4\uac00\uc18c\uc131 \ud3f4\ub9ac\uc6b0\ub808\ud0c4, \ub2e4\uacf5\uc131 \uace0\ubd84\uc790 \ubcf5\ud569\uc7ac), \ud328\ub4dc \uc720\ud615(\ud558\ub4dc \ud328\ub4dc, \uc18c\ud504\ud2b8 \ud328\ub4dc, \uace0\uc815 \uc5f0\ub9c8 \ud328\ub4dc), \uc7a5\uce58 \uc751\uc6a9 \ubd84\uc57c(\ub85c\uc9c1, \uba54\ubaa8\ub9ac(DRAM, NAND, \uae30\ud0c0), \uc544\ub0a0\ub85c\uadf8, \uae30\ud0c0) \ubc0f \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 AI \uae30\ubc18 \uc124\uacc4 \uaddc\uce59 \ucd95\uc18c, 300mm \ud339\uc758 \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9 \uc99d\uac00, \ub85c\uc9c1 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uae09\uaca9\ud55c \ud655\uc7a5, EUV \ub808\uc774\uc5b4\ub2f9 CMP \ub2e8\uacc4 \uc99d\uac00, \ucd08\uc800\uacb0\ud568 \ud328\ub4dc\ub97c \uc694\uad6c\ud558\ub294 3D-DRAM \ucc44\ud0dd, \uadf8\ub9ac\uace0 CoO(\ucd1d \uc18c\uc720 \ube44\uc6a9)\ub97c \ub0ae\ucd94\ub294 \uc7ac\ud65c\uc6a9 \uc11c\ube44\uc2a4 \ud504\ub85c\uadf8\ub7a8 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ubc18\ub3c4\uccb4 \uc124\ube44 \ud22c\uc790(Cap-Ex)\uc758 \uc8fc\uae30\uc131, \ud328\ub4dc \uc778\uc99d \uae30\uac04\uc758 \uc7a5\uae30\ud654, \uc11d\uc720 \uae30\ubc18 \ud3f4\ub9ac\uc6b0\ub808\ud0c4 \uacf5\uae09 \ubd80\uc871, \uadf8\ub9ac\uace0 \uc2ac\ub7ec\ub9ac \ud3d0\uae30\ubb3c\uc5d0 \ub300\ud55c \ud658\uacbd \uaddc\uc81c \uac15\ud654\ub85c \uc778\ud55c \ud328\ub4dc \uc0ac\uc591\uc758 \uc5c4\uaca9\ud654 \ub4f1\uc774 \uc9c0\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, CMP \ud328\ub4dc \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 7.55%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud558\uba70 66\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 300mm \uc6e8\uc774\ud37c\ub294 2025\ub144 \ub9e4\ucd9c\uc758 62.05%\ub97c \ucc28\uc9c0\ud558\uba70 2031\ub144\uae4c\uc9c0 \uc9c0\ubc30\uc801\uc778 \uc9c1\uacbd\uc73c\ub85c \ub0a8\uc744 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud328\ub4dc \uc7ac\ub8cc \uc911\uc5d0\uc11c\ub294 3nm \uc774\ud558 \ub178\ub4dc\uc5d0\uc11c \ub0ae\uc740 \uacb0\ud568\ub960\uc744 \uc694\uad6c\ud568\uc5d0 \ub530\ub77c \ub2e4\uacf5\uc131 \uace0\ubd84\uc790 \ubcf5\ud569\uc7ac\uac00 8.25%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \ud658\uacbd \uaddc\uc81c(PFAS \ubc0f \uc6a9\ub9e4 \uc81c\ud55c)\ub294 \ubd88\uc18c-\ud504\ub9ac \uc7ac\ub8cc \ubc0f \ud328\ub4dc \uc7ac\ud65c\uc6a9 \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\ub85c\uc758 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \ub300\uaddc\ubaa8 \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac \ud655\uc7a5\uc73c\ub85c \uc778\ud574 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2031\ub144\uae4c\uc9c0 9.35%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \ubcf4\uc774\uba70 \ud328\ub4dc \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \uac00\uc7a5 \ud070 \uc131\uc7a5 \uae30\ud68c\ub97c \uc81c\uacf5\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f \uc8fc\uc694 \uae30\uc5c5(3M, DuPont, Entegris, Cabot Microelectronics \ub4f1 20\uac1c \uc774\uc0c1)\uc758 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ub610\ud55c, \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ud2b9\ud788 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \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-33268","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\/33268"}],"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=33268"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/33268\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=33268"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=33268"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=33268"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}