{"id":36367,"date":"2026-02-11T03:59:59","date_gmt":"2026-02-11T03:59:59","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/flip-chip-technology-market-mordor\/"},"modified":"2026-04-03T06:11:04","modified_gmt":"2026-04-02T21:11:04","slug":"flip-chip-technology-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/flip-chip-technology-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud50c\ub9bd\uce69 \uae30\uc220 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/flip-chip-technology-market_1595858926851_flip_comp.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\/flip-chip-technology-market-size-image-1767808457197.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 \uc774\uc885 \ud1b5\ud569 \uc218\uc694 \uae09\uc99d (AI\/HPC)<\/li>\n<li class=\"toc-level-3\">4.2.2 \uad6c\ub9ac \uae30\ub465 \ubc0f \ub9c8\uc774\ud06c\ub85c \ubc94\ud504 \uc0c1\ud638 \uc5f0\uacb0 \ucc44\ud0dd \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc6e8\uc5b4\ub7ec\ube14 \ubc0f IoT \uc18c\ud615\ud654 \ucd94\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc790\ub3d9\ucc28 ADAS\/EV \uc2e0\ub8b0\uc131 \uc694\uad6c \uc0ac\ud56d<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc720\ub9ac \ucf54\uc5b4 \uae30\ud310 \uc0c1\uc6a9\ud654 \uc2dc\ud5d8<\/li>\n<li class=\"toc-level-3\">4.2.6 \uce69\ub81b \uc900\ube44 \uad6c\ub9ac-\uad6c\ub9ac \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uc218\uc694<\/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 \ucca8\ub2e8 \ubc94\ud551 \ub77c\uc778\uc758 \ub192\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4<\/li>\n<li class=\"toc-level-3\">4.3.2 \ubb34\uc5f0 \uc2e0\ub8b0\uc131 \ubc0f \ub4a4\ud2c0\ub9bc \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.3 10 \u00b5m \ubbf8\ub9cc \uc815\ub82c \uc218\uc728 \uc190\uc2e4<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc911\uc694 \uae08\uc18d \ud654\ud559 \ubb3c\uc9c8\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \ub178\ucd9c<\/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 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5<\/li>\n<li class=\"toc-level-2\">4.6 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.7 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.8 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.8.1 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.8.2 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.8.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.9 \ud22c\uc790 \ubd84\uc11d<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc6e8\uc774\ud37c \ubc94\ud551 \uacf5\uc815\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uad6c\ub9ac \ud544\ub7ec<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc8fc\uc11d-\ub0a9 \uacf5\uc815 \uc194\ub354<\/li>\n<li class=\"toc-level-3\">5.1.3 \ubb34\uc5f0 \uc194\ub354 (SnAg, SAC \ub4f1)<\/li>\n<li class=\"toc-level-3\">5.1.4 \uace8\ub4dc \uc2a4\ud130\ub4dc \ubc94\ud551<\/li>\n<li class=\"toc-level-3\">5.1.5 Cu-to-Cu \ud558\uc774\ube0c\ub9ac\ub4dc \/ \uc9c1\uc811 \ubcf8\ub529<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ud328\ud0a4\uc9d5 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 FC-BGA (2D\/2.1D\/2.5D\/3D)<\/li>\n<li class=\"toc-level-3\">5.2.2 FCCSP \/ CSP<\/li>\n<li class=\"toc-level-3\">5.2.3 CoWoS \/ InFO \/ EMIB<\/li>\n<li class=\"toc-level-3\">5.2.4 \ud32c\uc544\uc6c3 WLP \/ PLP<\/li>\n<li class=\"toc-level-3\">5.2.5 TSV\ub97c \uc774\uc6a9\ud55c 3D IC<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc81c\ud488\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uba54\ubaa8\ub9ac (DRAM, HBM)<\/li>\n<li class=\"toc-level-3\">5.3.2 CMOS \uc774\ubbf8\uc9c0 \uc13c\uc11c<\/li>\n<li class=\"toc-level-3\">5.3.3 LED \ubc0f \ubbf8\ub2c8\/\ub9c8\uc774\ud06c\ub85c-LED<\/li>\n<li class=\"toc-level-3\">5.3.4 SoC \/ \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ud504\ub85c\uc138\uc11c<\/li>\n<li class=\"toc-level-3\">5.3.5 GPU \/ AI \uac00\uc18d\uae30<\/li>\n<li class=\"toc-level-3\">5.3.6 CPU \/ \uc11c\ubc84 \ud504\ub85c\uc138\uc11c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uac00\uc804\uc81c\ud488 \ubc0f \uc6e8\uc5b4\ub7ec\ube14<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc0b0\uc5c5 \ubc0f \ub85c\ubd07<\/li>\n<li class=\"toc-level-3\">5.4.4 \ud1b5\uc2e0 \ubc0f 5G \uc778\ud504\ub77c<\/li>\n<li class=\"toc-level-3\">5.4.5 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc<\/li>\n<li class=\"toc-level-3\">5.4.6 \uad70\uc0ac \ubc0f \ud56d\uacf5\uc6b0\uc8fc<\/li>\n<li class=\"toc-level-3\">5.4.7 \uc758\ub8cc \ubc0f \ud5ec\uc2a4\ucf00\uc5b4 \uae30\uae30<\/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<\/li>\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<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8<\/li>\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<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\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 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\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 \ub9d0\ub808\uc774\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \uc2f1\uac00\ud3ec\ub974<\/li>\n<li class=\"toc-level-4\">5.5.4.7 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.5.5.1.1 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/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 (M&amp;A, JV, \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5)<\/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, \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 \uc570\ucf54 \ud14c\ud06c\ub180\ub85c\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.2 ASE \ud14c\ud06c\ub180\ub85c\uc9c0 \ud640\ub529<\/li>\n<li class=\"toc-level-3\">6.4.3 \ub300\ub9cc \ubc18\ub3c4\uccb4 \uc81c\uc870 \ud68c\uc0ac<\/li>\n<li class=\"toc-level-3\">6.4.4 \uc7a5\uc464 \ucc3d\uc7a5 \uc804\uc790 \uae30\uc220<\/li>\n<li class=\"toc-level-3\">6.4.5 \ud30c\uc6cc\ud14d \ud14c\ud06c\ub180\ub85c\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.6 \uce69\ubcf8\ub4dc \ud14c\ud06c\ub180\ub85c\uc9c0 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.7 \uc720\ud0dd \ud640\ub529\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.8 TF-AMD \ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 Sdn. Bhd.<\/li>\n<li class=\"toc-level-3\">6.4.9 \uc2e0\ucf54 \uc804\uae30 \uacf5\uc5c5<\/li>\n<li class=\"toc-level-3\">6.4.10 \uc720\ub2c8\uc148 (M) \ubca0\ub974\ud558\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.11 \ud558\ub098\ub9c8\uc774\ud06c\ub860<\/li>\n<li class=\"toc-level-3\">6.4.12 \ub124\ud328\uc2a4 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.13 \uce74\uc148 (M) Sdn. Bhd.<\/li>\n<li class=\"toc-level-3\">6.4.14 \uc2dc\uad6c\ub974\ub4dc \ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.15 AT&amp;S \uc624\uc2a4\ud2b8\ub9ac\uc544 \ud14c\ud06c\ub180\ub85c\uc9c0 &amp; \uc2dc\uc2a4\ud15c\ud14c\ud06c\ub2c9 AG<\/li>\n<li class=\"toc-level-3\">6.4.16 \uc778\ud154 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.17 \uc0bc\uc131\uc804\uc790<\/li>\n<li class=\"toc-level-3\">6.4.18 \uc5b4\ub4dc\ubc34\uc2a4\ub4dc \ub9c8\uc774\ud06c\ub85c \ub514\ubc14\uc774\uc2dc\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.19 \ud14d\uc0ac\uc2a4 \uc778\uc2a4\ud2b8\ub8e8\uba3c\uce20<\/li>\n<li class=\"toc-level-3\">6.4.20 \uc720\ub098\uc774\ud2f0\ub4dc \ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.21 \uc2a4\ud0ef\uce20 \uce69\ud329 Pte. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.22 SFA \ubc18\ub3c4\uccb4<\/li>\n<li class=\"toc-level-3\">6.4.23 \ud1b5\ud478 \ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4<\/li>\n<li class=\"toc-level-3\">6.4.24 \ud654\ud188 \ud14c\ud06c\ub180\ub85c\uc9c0<\/li>\n<li class=\"toc-level-3\">6.4.25 \ub9c1\uc13c \uc815\ubc00 \uc0b0\uc5c5<\/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>\ud50c\ub9bd\uce69 \uae30\uc220 \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\ud50c\ub9bd\uce69 \uae30\uc220 \uc2dc\uc7a5\uc740 2025\ub144 355.1\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 381.4\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud55c \ud6c4, 2031\ub144\uc5d0\ub294 544.8\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 7.40%\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc774 \uce69\ub81b(chiplet) \uae30\ubc18 \uc544\ud0a4\ud14d\ucc98\ub85c \uc804\ud658\ud558\uace0 \uace0\ubc00\ub3c4 \ubc0f \uc5f4 \ud6a8\uc728\uc801\uc778 \uc778\ud130\ucee4\ub125\ud2b8 \uc218\uc694\uac00 \uc99d\uac00\ud558\ub294 \ucd94\uc138\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \ud2b9\ud788 AI \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95\uc774 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \ud328\ud0a4\uc9d5 \uc218\uc694\ub97c \uacac\uc778\ud558\uace0 \uc788\uc73c\uba70, \uad6c\ub9ac \ud544\ub7ec(copper-pillar) \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529(hybrid bonding) \uae30\uc220\uc774 \ubbf8\uc138 \ud53c\uce58(fine-pitch) \uc694\uad6c\uc0ac\ud56d\uc744 \ucda9\uc871\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac(foundry) \uae30\uc5c5\ub4e4\uc774 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc5d0 \uc9c4\uc785\ud558\uba70 \uc218\uc9c1 \ud1b5\ud569\uc744 \uac00\uc18d\ud654\ud558\uace0 \uacbd\uc7c1\uc744 \uc2ec\ud654\uc2dc\ud0a4\ub294 \ud55c\ud3b8, \ubd81\ubbf8\uc640 \uc720\ub7fd\uc758 \uacf5\uae09\ub9dd \uc704\ud5d8 \ubd84\uc0b0 \ub178\ub825\uc73c\ub85c \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc2dc\uc124\uc5d0 \ub300\ud55c \ub300\uaddc\ubaa8 \ud22c\uc790\uac00 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc2dc\uc7a5 \uaddc\ubaa8\uc640 \uc131\uc7a5\ub960 \uba74\uc5d0\uc11c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>2. \ud575\uc2ec \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>2.1. \uc8fc\uc694 \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \uc774\uc885 \ud1b5\ud569(Heterogeneous Integration) \uc218\uc694 \uae09\uc99d (AI\/HPC): \uce69 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 2D \uc2a4\ucf00\uc77c\ub9c1\uc5d0\uc11c \ubc97\uc5b4\ub098 \uc5ec\ub7ec \uce69\ub81b\uc744 \ub2e8\uc77c \ud328\ud0a4\uc9c0\ub85c \uacb0\ud569\ud558\ub294 \uc774\uc885 \ud1b5\ud569\uc73c\ub85c \uc804\ud658\ud558\uba74\uc11c \ubbf8\uc138 \ud53c\uce58 Cu-to-Cu \uc778\ud130\ucee4\ub125\ud2b8 \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC\uc758 CoWoS \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300 \uacc4\ud68d\uc740 \uc5d4\ube44\ub514\uc544(Nvidia)\uc640 \uac19\uc740 GPU \uacf5\uae09\uc5c5\uccb4\uac00 AI \uac00\uc18d\uae30\uc758 \uc131\ub2a5 \ub85c\ub4dc\ub9f5\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \ud50c\ub9bd\uce69 \uae30\uc220\uc744 \ud65c\uc6a9\ud558\ub294 \ubc29\uc2dd\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \uad6c\ub9ac \ud544\ub7ec \ubc0f \ub9c8\uc774\ud06c\ub85c \ubc94\ud504 \uc778\ud130\ucee4\ub125\ud2b8 \ucc44\ud0dd \uc99d\uac00: \uad6c\ub9ac \ud544\ub7ec \ubc94\ud504\ub294 \uc6b0\uc218\ud55c \uc804\uae30 \uc800\ud56d\uacfc \uc2e0\ub8b0\uc131\uc744 \uc81c\uacf5\ud558\uba70, 2024\ub144 \ub9e4\ucd9c\uc758 46.3%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ub4c0\ud3f0(DuPont)\uc758 \uace0\uc18d \ub3c4\uae08 \ud654\ud559 \ubb3c\uc9c8\uc740 40 \u00b5m \ubbf8\ub9cc \ud53c\uce58\uc5d0 \ud544\uc218\uc801\uc778 \uade0\uc77c\ud55c \ub450\uaed8 \uc81c\uc5b4\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uc5ec 3D \ud1b5\ud569\uc758 \uae30\ubc18\uc744 \ub9c8\ub828\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc5b4\ub7ec\ube14 \ubc0f IoT \uc18c\ud615\ud654 \ucd94\uc9c4: \uc2a4\ub9c8\ud2b8\uc6cc\uce58 \ubc0f \ud5ec\uc2a4 \ud2b8\ub798\ucee4\uc640 \uac19\uc740 \uae30\uae30\ub4e4\uc740 \ubc30\ud130\ub9ac \uc218\uba85 \uc800\ud558 \uc5c6\uc774 \uc2ac\ub9bc\ud55c \ud504\ub85c\ud30c\uc77c\uc744 \uc694\uad6c\ud558\uba70, \uc2dc\uc2a4\ud15c \uc778 \ud328\ud0a4\uc9c0(SiP) \ubc0f \uc6e8\uc774\ud37c \ub808\ubca8 \uce69 \uc2a4\ucf00\uc77c \ud328\ud0a4\uc9c0(WLCSP) \ubc29\uc2dd\uc758 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 ADAS\/EV \uc2e0\ub8b0\uc131 \uc694\uad6c\uc0ac\ud56d: \uc790\uc728 \uc8fc\ud589 \ubc0f \uc804\uae30\ucc28(EV) \ud30c\uc6cc\ud2b8\ub808\uc778\uc740 200\u00b0C \uc774\uc0c1\uc758 \uace0\uc628\uc744 \uacac\ub51c \uc218 \uc788\ub294 \ud328\ud0a4\uc9c0\ub97c \uc694\uad6c\ud558\uba70, \uc790\ub3d9\ucc28 \ub4f1\uae09 \ud50c\ub9bd\uce69 \ub77c\uc778\uc740 AEC-Q100 Grade 0\uc5d0 \uc801\ud569\ud55c \uace0\uc628 \uc5b8\ub354\ud544(underfill) \ubc0f \uad6c\ub9ac \ud544\ub7ec \uc811\ud569\ubd80\ub97c \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub9ac \ucf54\uc5b4 \uae30\ud310(Glass-core substrate) \uc0c1\uc6a9\ud654 \uc2dc\ub3c4 \ubc0f \uce69\ub81b(chiplet) \uc900\ube44\ub41c Cu-to-Cu \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uc218\uc694 \uc99d\uac00 \ub610\ud55c \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2.2. \uc8fc\uc694 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \ucca8\ub2e8 \ubc94\ud551 \ub77c\uc778\uc758 \ub192\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4: 10 \u00b5m \ubbf8\ub9cc \ud53c\uce58\ub85c \uc2a4\ucf00\uc77c\ub9c1\ud558\ub824\uba74 \ub9ac\uc18c\uadf8\ub798\ud53c \uc2a4\ud14c\ud37c, \ucca8\ub2e8 \uc2a4\ud37c\ud130 \ub3c4\uad6c \ub4f1\uc774 \ud544\uc694\ud558\uba70, \ubaa8\ub4c8\ub2f9 \ub77c\uc778 \ube44\uc6a9\uc774 2\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud569\ub2c8\ub2e4. TSMC\uc758 \ub300\uaddc\ubaa8 \ud328\ud0a4\uc9d5 \uacf5\uc7a5 \ud22c\uc790\ub294 \uc774\ub7ec\ud55c \ub192\uc740 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \ubb34\uc5f0(Lead-free) \uc2e0\ub8b0\uc131 \ubc0f \ub4a4\ud2c0\ub9bc(Warpage) \ubb38\uc81c: RoHS \uaddc\uc81c\ub294 \ubb34\uc5f0 \uc194\ub354 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud588\uc9c0\ub9cc, \ucc28\ub4f1 \uc5f4\ud33d\ucc3d(differential thermal expansion)\uc73c\ub85c \uc778\ud55c \ub4a4\ud2c0\ub9bc \ubc0f \uc194\ub354 \ud53c\ub85c(solder fatigue)\ub294 \uc5ec\uc804\ud788 \ud574\uacb0\ud574\uc57c \ud560 \uacfc\uc81c\uc785\ub2c8\ub2e4.<br \/>\n*   10 \u00b5m \ubbf8\ub9cc \uc815\ub82c \uc218\uc728 \uc190\uc2e4 \ubc0f \ud575\uc2ec \uae08\uc18d \ud654\ud559 \ubb3c\uc9c8\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \ub178\ucd9c \ub610\ud55c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uc81c\uc57d\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>3.1. \uc6e8\uc774\ud37c \ubc94\ud551 \uacf5\uc815\ubcc4: \uad6c\ub9ac \uc9c0\ubc30\ub825\uacfc \ud601\uc2e0<\/p>\n<p>\uad6c\ub9ac \ud544\ub7ec \uae30\uc220\uc740 2025\ub144 \ud50c\ub9bd\uce69 \uae30\uc220 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 45.78%\ub97c \ucc28\uc9c0\ud558\uba70, \uc800\ud56d \uac10\uc18c \ubc0f \uc804\ub958 \uc804\ub2ec \ub2a5\ub825 \ud5a5\uc0c1\uc73c\ub85c \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. Cu-to-Cu \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uc2dc\uc7a5\uc740 \uce69\ub81b \ucc44\ud0dd \uc99d\uac00\uc5d0 \ub530\ub77c 9.55% CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uce69 \uac04 \uac04\uaca9\uc744 0.8 \u00b5m\ub85c \uc904\uc5ec \uc194\ub354\uc758 \ubb3c\ub9ac\uc801 \ud55c\uacc4\ub97c \ub6f0\uc5b4\ub118\uc2b5\ub2c8\ub2e4. \uc804\uae30\ub3c4\uae08 \ud654\ud559 \ubb3c\uc9c8\uc758 \ubc1c\uc804\uc740 3D \uc2a4\ud0dd\uc5d0 \ud544\uc218\uc801\uc778 \ud544\ub7ec \ub192\uc774 \uade0\uc77c\uc131\uc744 \uc720\uc9c0\ud558\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.2. \ud328\ud0a4\uc9d5 \uae30\uc220\ubcc4: \ucca8\ub2e8 \uc544\ud0a4\ud14d\ucc98\ub85c \uc2dc\uc7a5 \uc5ed\ud559 \uc7ac\ud3b8<\/p>\n<p>FC-BGA\ub294 \uc11c\ubc84 \ubd84\uc57c\uc5d0\uc11c \uc785\uc99d\ub41c \uc2e0\ub8b0\uc131 \ub355\ubd84\uc5d0 2025\ub144 \ub9e4\ucd9c\uc758 37.62%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud32c\uc544\uc6c3 WLP(Fan-out WLP) \ubc0f \ud328\ub110 \ub808\ubca8 \ud3ec\ub9f7\uc740 \ub300\ud615 \ubc14\ub514 \uc0ac\uc774\uc988\ub97c \uc694\uad6c\ud558\ub294 AI \uac00\uc18d\uae30\uc5d0 \uc758\ud574 \ucd09\uc9c4\ub418\uc5b4 9.88% CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. ASE\ub294 \uc6e8\uc774\ud37c \ub300\ube44 7\ubc30\uc758 \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uba74\uc801\uc744 \uc81c\uacf5\ud558\ub294 \ud328\ub110\uc5d0 \ud22c\uc790\ud558\uc5ec \ube44\uc6a9 \ud601\uc2e0\uc744 \uc774\ub8e8\uace0 \uc788\uc2b5\ub2c8\ub2e4. CoWoS \ubc0f EMIB\uc640 \uac19\uc740 \ud2b9\uc218 \uacf5\uc815\uc740 AI \ud6c8\ub828 \uc7a5\uce58\uc5d0 \ud544\uc218\uc801\uc778 HBM \uc2a4\ud0dc\ud0b9\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uba70, IBM\uacfc \uc778\ud154\uc740 \uc720\ub9ac \uae30\ud310 \ub85c\ub4dc\ub9f5\uc744 \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.3. \uc81c\ud488\ubcc4: \uba54\ubaa8\ub9ac \ubc0f AI \uac00\uc18d\uae30\uac00 \uc131\uc7a5 \uc8fc\ub3c4<\/p>\n<p>HBM \ucc44\ud0dd\uc774 \uae09\uc99d\ud558\uba74\uc11c 2025\ub144 \uba54\ubaa8\ub9ac\uac00 31.85%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. GPU\/AI \uac00\uc18d\uae30\ub294 2031\ub144\uae4c\uc9c0 12.45% CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc778\ud130\ud3ec\uc800\ub97c \ud1b5\ud574 \uc5ec\ub7ec HBM \uc2a4\ud0dd\uc744 \ub85c\uc9c1 \ub178\ub4dc\uc640 \uacb0\ud569\ud558\uc5ec 1kW\ub97c \ucd08\uacfc\ud558\ub294 \ud328\ud0a4\uc9c0 \uc804\ub825 \ubc00\ub3c4\ub97c \uad6c\ud604\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. CMOS \uc774\ubbf8\uc9c0 \uc13c\uc11c\uc640 \ub9c8\uc774\ud06c\ub85c LED \ub2e4\uc774(micro-LED dies) \ub610\ud55c \uad6c\ub9ac \ud544\ub7ec \uae30\uc220\uacfc \uc5f0\uacc4\ub418\uc5b4 \uc131\uc7a5\uc744 \uc9c0\uc18d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.4. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \ub370\uc774\ud130\uc13c\ud130\uac00 \ubcc0\ud654 \uc8fc\ub3c4<\/p>\n<p>\uac00\uc804\uc81c\ud488\uc740 28.96%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc9c0\ub9cc, \ud578\ub4dc\uc14b \ud310\ub9e4\ub7c9 \uc815\uccb4\ub85c \uc131\uc7a5 \ub454\ud654\uac00 \uc608\uc0c1\ub429\ub2c8\ub2e4. AI \ucd94\ub860 \ub178\ub4dc\uac00 \uace0\ub300\uc5ed\ud3ed \uce69\ub81b\uc744 \ub300\ub7c9\uc73c\ub85c \ubc30\ud3ec\ud568\uc5d0 \ub530\ub77c \ub370\uc774\ud130\uc13c\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc218\uc694\ub294 8.86% CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc804\uc790 \uc81c\ud488\uc740 \uace0\uc720\ub9ac\uc804\uc774(high-glass-transition) \uc5b8\ub354\ud544\ub85c \uc131\ud615\ub41c \uad6c\ub9ac \ud544\ub7ec \uc811\ud569\ubd80\ub97c \ud65c\uc6a9\ud558\uc5ec Grade 0 \uc628\ub3c4 \ubcc0\ud654\ub97c \ucda9\uc871\ud558\uace0 \uc788\uc73c\uba70, \uc758\ub8cc\uc6a9 \uc784\ud50c\ub780\ud2b8 \ubc0f \ud1b5\uc2e0 \ubd84\uc57c(5G \ub77c\ub514\uc624)\uc5d0\uc11c\ub3c4 \ud50c\ub9bd\uce69 \uae30\uc220\uc758 \ucc44\ud0dd\uc774 \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \ub9e4\ucd9c\uc758 53.92%\ub97c \ucc28\uc9c0\ud558\uba70, \uc6e8\uc774\ud37c \ud339\uc758 \ub300\ubd80\ubd84\uc774 \uc704\uce58\ud558\uace0 \ube44\uc6a9 \uc6b0\uc704\ub97c \uc720\uc9c0\ud558\uc5ec \ud50c\ub9bd\uce69 \uae30\uc220 \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\uac00 \ucc28\uc138\ub300 \ub178\ub4dc R&#038;D\ub97c \uc9c0\uc6d0\ud558\uc9c0\ub9cc, \uc218\ucd9c \ud1b5\uc81c \uc870\uce58\ub85c \uc778\ud574 \uc120\ub3c4 \uae30\uc5c5\ub4e4\uc774 \ud574\uc678\uc5d0 \ubcd1\ub82c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uad6c\ucd95\ud558\uac8c \ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8\ub294 CHIPS Act\uc5d0 \ub530\ub77c \ud30c\uc6b4\ub4dc\ub9ac \ubc0f \ud328\ud0a4\uc9d5 \uc2a4\ud0c0\ud2b8\uc5c5\uc744 \uac00\uc18d\ud654\ud558\uc5ec \ubcf5\uc6d0\ub825\uc744 \ub192\uc774\uace0 \uc788\uc73c\uba70, \uc720\ub7fd\uc740 \uc720\ub7fd \uce69\uc2a4\ubc95(European Chips Act)\uc744 \ud1b5\ud574 \uae30\uc220 \uc8fc\uad8c\uc744 \ucd94\uad6c\ud558\uba70 \ud328\ub110 \ub808\ubca8 \ubc0f \uc720\ub9ac \ucf54\uc5b4 \uae30\ud310 \ub77c\uc778\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacf5\uae09\ub9dd \ub2e4\uac01\ud654\ub85c \uc778\ud574 \ubbf8\ub798 \ud22c\uc790\uac00 \uc5ec\ub7ec \ub300\ub959\uc5d0 \ubd84\uc0b0\ub418\uace0 \uc788\uc9c0\ub9cc, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 \uc5ec\uc804\ud788 \ud0c0\uc758 \ucd94\uc885\uc744 \ubd88\ud5c8\ud558\ub294 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uae4a\uc774\ub97c \uc790\ub791\ud558\uba70 \ub300\ub7c9 \uc0dd\uc0b0\uc758 \uae30\uc900 \uc13c\ud130\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ud30c\uc6b4\ub4dc\ub9ac \uae30\uc5c5\ub4e4\uc758 \uc218\uc9c1 \ud1b5\ud569\uc740 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC\ub294 \uc6e8\uc774\ud37c \uc0dd\uc0b0\uacfc CoWoS \ubc31\uc5d4\ub4dc \uc11c\ube44\uc2a4\ub97c \uacb0\ud569\ud558\uc5ec \uace0\uac1d \uc0ac\uc774\ud074 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \uc788\uc73c\uba70, ASE\ub294 \ud328\ub110 \ub808\ubca8 \uad6c\ucd95 \ubc0f \uc790\ub3d9\ucc28 \ub4f1\uae09 \uc778\uc99d\uc73c\ub85c \uc774\uc5d0 \ub300\uc751\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. IBM\uc758 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \ud2b9\ud5c8\ub294 \uce69 \uac04 \uac04\uaca9\uc744 0.8 \u00b5m\ub85c \uc904\uc5ec \uadf9\uc801\uc778 \ub300\uc5ed\ud3ed \ud5a5\uc0c1\uc744 \uac00\ub2a5\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4. \ub4c0\ud3f0(DuPont) \ubc0f 3M\uacfc \uac19\uc740 \uc7ac\ub8cc \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud544\ub7ec \ub3c4\uae08 \ubc0f \uc800\ub4a4\ud2c0\ub9bc \uc720\uc804\uccb4 \ud544\ub984(low-warpage dielectric films)\uc744 \uc704\ud55c \ud654\ud559 \ubb3c\uc9c8\uc744 \ubc1c\uc804\uc2dc\ucf1c \uac00\uce58 \uc0ac\uc2ac\uc5d0 \uae4a\uc774 \uad00\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \ub9ac\ub354\ub4e4\uc740 \ucd1d \ubc94\ud504 \uc218\ubcf4\ub2e4\ub294 \ucca8\ub2e8 \ub178\ub4dc \uc900\ube44 \uc0c1\ud0dc\uc5d0 \ub530\ub77c \ucc28\ubcc4\ud654\ub418\ub294 \uacbd\ud5a5\uc744 \ubcf4\uc774\uba70, \uc774\ub294 \uc911\uacac \uae30\uc5c5\ub4e4\uc758 \ud1b5\ud569 \uc555\ub825\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 Amkor Technology Inc., UTAC Holdings Ltd, Taiwan Semiconductor Manufacturing Co. (TSMC), Chipbond Technology Corporation, TF-AMD Microlectronics Sdn Bhd. \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>\ucd5c\uadfc TSMC\ub294 \uc560\ub9ac\uc870\ub098 \ud504\ub85c\uc81d\ud2b8 \uc7ac\ud3b8, 2025\ub144 \ub300\uaddc\ubaa8 \uc790\ubcf8 \uc9c0\ucd9c \ubc1c\ud45c, \uac00\uc624\uc29d(Kaohsiung)\uc5d0 2nm \uc6e8\uc774\ud37c \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc744 \ubc1c\ud45c\ud558\uba70 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubd84\uc57c\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \ud22c\uc790\ub97c \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4. \ub610\ud55c 3M\uc740 US-JOINT \ucee8\uc18c\uc2dc\uc5c4\uc5d0 \ud569\ub958\ud558\uc5ec \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc7ac\ub8cc \uacf5\ub3d9 \uac1c\ubc1c\uc744 \uc704\ud55c \uc2e4\ub9ac\ucf58 \ubc38\ub9ac \uc5f0\uad6c\uc18c\ub97c \uac1c\uc124\ud558\ub294 \ub4f1, \uacf5\uae09\ub9dd \uc804\ubc18\uc5d0 \uac78\uce5c \ud611\ub825\uc774 \ud65c\ubc1c\ud788 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \ud50c\ub9bd\uce69 \uae30\uc220 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud50c\ub9bd\uce69 \uae30\uc220\uc740 30\ub144 \uc804 IBM\uc5d0 \uc758\ud574 \ub3c4\uc785\ub41c \uc774\ub798 \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5\uc758 \ud575\uc2ec \uae30\uc220\ub85c \uc790\ub9ac\ub9e4\uae40\ud588\uc73c\uba70, 2.5D \ubc0f 3D\uc640 \uac19\uc740 \ucca8\ub2e8 \uae30\uc220 \uc694\uad6c\uc0ac\ud56d\uc5d0 \ub9de\ucdb0 \uc9c0\uc18d\uc801\uc73c\ub85c \ubc1c\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2026\ub144 \uae30\uc900 \uae00\ub85c\ubc8c \ud50c\ub9bd\uce69 \uae30\uc220 \uc2dc\uc7a5\uc740 381.4\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ud3c9\uac00\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 7.40%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c\ub294 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \ubd84\uc57c\uc758 \uc774\uc885 \uc9d1\uc801(heterogeneous integration) \uc218\uc694 \uae09\uc99d, \uad6c\ub9ac \ud544\ub7ec \ubc0f \ub9c8\uc774\ud06c\ub85c \ubc94\ud504 \uc778\ud130\ucee4\ub125\ud2b8 \ucc44\ud0dd \uc99d\uac00, \uc6e8\uc5b4\ub7ec\ube14 \ubc0f IoT \uae30\uae30\uc758 \uc18c\ud615\ud654 \ucd94\uc138, \uc790\ub3d9\ucc28 ADAS\/EV\uc758 \uc2e0\ub8b0\uc131 \uc694\uad6c\uc0ac\ud56d \uac15\ud654, \uae00\ub798\uc2a4 \ucf54\uc5b4 \uae30\ud310\uc758 \uc0c1\uc5c5\uc801 \uc2dc\ub3c4, \uadf8\ub9ac\uace0 \uce69\ub81b(chip-let) \uc900\ube44\ub97c \uc704\ud55c Cu-to-Cu \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uc218\uc694 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 AI \uac00\uc18d\uae30\ub294 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac \uc2a4\ud0dd\uacfc \ubbf8\uc138 \ud53c\uce58 \uc778\ud130\ucee4\ub125\ud2b8\ub97c \ud544\uc694\ub85c \ud558\uba70, \uc774\ub294 \ucca8\ub2e8 \ud50c\ub9bd\uce69 \ud328\ud0a4\uc9d5 \uae30\uc220\uc774 \ud544\uc218\uc801\uc778 \uc774\uc720\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5\uc758 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \ucca8\ub2e8 \ubc94\ud551 \ub77c\uc778\uc758 \ub192\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4, \ubb34\uc5f0(lead-free) \uc194\ub354\uc758 \uc2e0\ub8b0\uc131 \ubc0f \ub4a4\ud2c0\ub9bc(warpage) \ubb38\uc81c, 10 \u00b5m \ubbf8\ub9cc \uc815\ub82c\uc5d0\uc11c\uc758 \uc218\uc728 \uc190\uc2e4, \uadf8\ub9ac\uace0 \ud575\uc2ec \uae08\uc18d \ud654\ud559\ubb3c\uc9c8\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \ub178\ucd9c \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \ub2e4\uc591\ud55c \uae30\uc900\uc73c\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc6e8\uc774\ud37c \ubc94\ud551 \uacf5\uc815\ubcc4\ub85c\ub294 \uad6c\ub9ac \ud544\ub7ec\uac00 2025\ub144 \uae30\uc900 45.78%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc6b0\uc218\ud55c \uc804\uae30\uc801 \uc131\ub2a5\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. \uc774 \uc678\uc5d0\ub3c4 \uc8fc\uc11d-\ub0a9 \uacf5\uc815 \uc194\ub354, \ubb34\uc5f0 \uc194\ub354, \uace8\ub4dc \uc2a4\ud130\ub4dc \ubc94\ud551, Cu-to-Cu \ud558\uc774\ube0c\ub9ac\ub4dc\/\uc9c1\uc811 \ubcf8\ub529 \ub4f1\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n<p>\ud328\ud0a4\uc9d5 \uae30\uc220\ubcc4\ub85c\ub294 FC-BGA (2D\/2.1D\/2.5D\/3D), FCCSP\/CSP, CoWoS\/InFO\/EMIB, Fan-Out WLP\/PLP, TSV\ub97c \ud65c\uc6a9\ud55c 3D IC \ub4f1\uc774 \ub2e4\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. \uc81c\ud488\ubcc4\ub85c\ub294 \uba54\ubaa8\ub9ac(DRAM, HBM), CMOS \uc774\ubbf8\uc9c0 \uc13c\uc11c, LED \ubc0f \ubbf8\ub2c8\/\ub9c8\uc774\ud06c\ub85c-LED, SoC\/\uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ud504\ub85c\uc138\uc11c, GPU\/AI \uac00\uc18d\uae30, CPU\/\uc11c\ubc84 \ud504\ub85c\uc138\uc11c \ub4f1\uc774 \uc8fc\uc694 \uc751\uc6a9 \ubd84\uc57c\uc785\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4 \ubd84\uc11d\uc5d0\uc11c\ub294 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 AI \uc6cc\ud06c\ub85c\ub4dc \ud655\uc7a5\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 8.86%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc774 \uc678\uc5d0\ub3c4 \uac00\uc804 \ubc0f \uc6e8\uc5b4\ub7ec\ube14, \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1, \uc0b0\uc5c5 \ubc0f \ub85c\ubd07 \uacf5\ud559, \ud1b5\uc2e0 \ubc0f 5G \uc778\ud504\ub77c, \uad70\uc0ac \ubc0f \ud56d\uacf5\uc6b0\uc8fc, \uc758\ub8cc \ubc0f \ud5ec\uc2a4\ucf00\uc5b4 \uae30\uae30 \ub4f1\uc774 \uc911\uc694\ud55c \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uad11\ubc94\uc704\ud55c \uc6e8\uc774\ud37c \uc81c\uc870 \ubc0f \ud328\ud0a4\uc9d5 \uc5ed\ub7c9\uc744 \ubc14\ud0d5\uc73c\ub85c 2025\ub144 \ub9e4\ucd9c\uc758 53.92%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8, \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed \ub610\ud55c \uc0c1\uc138\ud788 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 Amkor Technology, ASE Technology Holding, TSMC, Samsung Electronics, Intel \ub4f1 \uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc758 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784(M&#038;A, JV, \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5), \uc2dc\uc7a5 \uc810\uc720\uc728 \ubc0f \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860\uc801\uc73c\ub85c, \ud50c\ub9bd\uce69 \uae30\uc220 \uc2dc\uc7a5\uc740 AI, HPC, IoT, \uc790\ub3d9\ucc28 \ub4f1 \ucca8\ub2e8 \uae30\uc220\uc758 \ubc1c\uc804\uacfc \ud568\uaed8 \uacac\uace0\ud55c \uc131\uc7a5\uc138\ub97c \uc774\uc5b4\uac08 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uae30\uc220 \ud601\uc2e0\uacfc \uc804\ub7b5\uc801 \ud22c\uc790\ub97c \ud1b5\ud574 \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \ucc3d\ucd9c\ud560 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