{"id":37815,"date":"2026-02-11T19:21:33","date_gmt":"2026-02-11T19:21:33","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/photomask-market-mordor\/"},"modified":"2026-09-11T13:33:05","modified_gmt":"2026-09-11T04:33:05","slug":"photomask-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/photomask-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud3ec\ud1a0\ub9c8\uc2a4\ud06c \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\/photomask-market-1733907057079-logo-2.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\/photomask-market-size-image-1768492229152.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \uc5f0\uad6c \ubc94\uc704<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \uc2dc\uc7a5 \ud604\ud669<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 \ub300\ub9cc \ubc0f \ud55c\uad6d\uc758 High-NA EUV \ub9ac\uc18c\uadf8\ub798\ud53c \ucc44\ud0dd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \ubbf8\uad6d\/EU CHIPS \ubc95\uc548\uc774 \uc0c1\uc5c5\uc6a9 \ub9c8\uc2a4\ud06c \uc544\uc6c3\uc18c\uc2f1\uc744 \ucd09\uc9c4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 AMOLED Gen 8+ \ud339\uc774 30\uce35 \ub514\uc2a4\ud50c\ub808\uc774 \ub9c8\uc2a4\ud06c\ub97c \uc8fc\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 ADAS \ubc0f 28nm \ubbf8\ub9cc \uc804\ub825 \ubc18\ub3c4\uccb4\uc6a9 \ub300\uba74\uc801 \ub808\ud2f0\ud074 \uc218\uc694<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \uce69\ub81b RDL \ubc0f \uc778\ud130\ud3ec\uc800 \ud3ec\ud1a0\ub9c8\uc2a4\ud06c \uae09\uc99d<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 AI \uae30\ubc18 \uacb0\ud568 \uac80\uc0ac\uac00 \uc790\uccb4 \uc0dd\uc0b0 \uacf5\uc7a5\uc758 TAT \ub2e8\ucd95<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \uc2dc\uc7a5 \uc81c\uc57d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 5\uac1c \uacb0\ud568\/cm\u00b2 \uc774\uc0c1\uc758 EUV \ub9c8\uc2a4\ud06c \ube14\ub7ad\ud06c \uacb0\ud568\uc73c\ub85c \uc778\ud55c \uc2a4\ud06c\ub7a9 \uc99d\uac00<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \uc77c\ubcf8 \uc11d\uc601 \uae30\ud310 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \ub2e4\uc911 \ube54 \ub77c\uc774\ud130\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c\ub85c \uc911\uad6d \uc81c\ud55c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \ud55c\uad6d\uacfc \ub300\ub9cc\uc758 \uc804\uae30 \uc694\uae08 \uc778\uc0c1<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \uc0b0\uc5c5 \uc0dd\ud0dc\uacc4 \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \uae30\uc220 \uc804\ub9dd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.6.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.6.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.6.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.6.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.6.5 \uacbd\uc7c1 \uac15\ub3c4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \uc81c\ud488 \uc720\ud615\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \ub808\ud2f0\ud074 (4\ubc30\/5\ubc30)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \ub9c8\uc2a4\ud130 \ub9c8\uc2a4\ud06c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \ubcf5\uc0ac\/\uc790 \ub9c8\uc2a4\ud06c<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \ub9c8\uc2a4\ud06c \uc720\ud615\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \ubc14\uc774\ub108\ub9ac \ud06c\ub86c \ub9c8\uc2a4\ud06c (BCM)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \uac10\uc1e0 \uc704\uc0c1 \ud3b8\uc774 \ub9c8\uc2a4\ud06c (Att-PSM)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 \uad50\ubc88 \uc704\uc0c1 \ud3b8\uc774 \ub9c8\uc2a4\ud06c (Alt-PSM)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 \ud06c\ub86c\ub9ac\uc2a4 \uc704\uc0c1 \ub9ac\uc18c\uadf8\ub798\ud53c \ub9c8\uc2a4\ud06c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.5 EUV \ud3ec\ud1a0\ub9c8\uc2a4\ud06c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.6 \ub098\ub178\uc784\ud504\ub9b0\ud2b8 \ud15c\ud50c\ub9bf<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \ubc18\ub3c4\uccb4 \ubc0f IC \uc81c\uc870<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.1 65 nm \uc774\uc0c1<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.2 45-28 nm<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.3 22-14 nm<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.4 10-7 nm<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.5 5 nm<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.1.6 3 nm \uc774\ud558<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \ud3c9\ud310 \ub514\uc2a4\ud50c\ub808\uc774<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.1 LCD<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.2 AMOLED<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.3.2.3 OLED \ub9c8\uc774\ud06c\ub85c \ub514\uc2a4\ud50c\ub808\uc774<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 MEMS \uc13c\uc11c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 \uace0\uae09 \ud328\ud0a4\uc9d5 (RDL\/\uc778\ud130\ud3ec\uc800)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.5 \ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.6 \uae30\ud0c0<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \ud30c\uc6b4\ub4dc\ub9ac \ubc0f IDM<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \ud339\ub9ac\uc2a4 \uc124\uacc4 \ud68c\uc0ac<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \ub514\uc2a4\ud50c\ub808\uc774 \ud328\ub110 \uc81c\uc870\uc5c5\uccb4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 OSAT\/\uace0\uae09 \ud328\ud0a4\uc9d5 \uacf5\uae09\uc5c5\uccb4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 \uc5f0\uad6c \ubc0f \ud559\uacc4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.6 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.7 \ud1b5\uc2e0 OEM<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \uc9c0\uc5ed\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \ubd81\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.1 \ubbf8\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.2 \uce90\ub098\ub2e4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.3 \uba55\uc2dc\ucf54<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.1 \ub3c5\uc77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.2 \uc601\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.3 \ud504\ub791\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.4 \ubd81\uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.5 \uae30\ud0c0 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.1 \ube0c\ub77c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.2 \uae30\ud0c0 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.1 \uc911\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.2 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.3 \uc778\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.4 \ub3d9\ub0a8\uc544\uc2dc\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.5 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.1 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.1 \uac78\ud504 \ud611\ub825 \ud68c\uc758 \uad6d\uac00<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.2 \ud130\ud0a4<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.3 \uae30\ud0c0 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.2 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.2 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \uc804\ub7b5\uc801 \ud589\ubcf4<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.4 \uae30\uc5c5 \ud504\ub85c\ud544 {(\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ud3ec\ud568)}<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 Tekscend Photomask Inc. (Toppan)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 Dai Nippon Printing Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 Photronics, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 Hoya Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 SK-Electronics Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 Nippon Filcon Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 Compugraphics International Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 Taiwan Mask Corporation<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 Mycronic AB<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 LG Innotek Co., Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 Advanced Mask Technology Center GmbH<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 Shenzhen Qingyi Photomask Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 NuFlare Technology Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 Canon Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 IMS Nanofabrication GmbH<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 Applied Materials, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 ASML Holding N.V.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 Fujifilm Holdings Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 Advantest Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 Vistec Electron Beam<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.21 JENOPTIK AG<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ud3ec\ud1a0\ub9c8\uc2a4\ud06c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc804\ub9dd: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\ud3ec\ud1a0\ub9c8\uc2a4\ud06c \uc2dc\uc7a5\uc740 2025\ub144 60\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2026\ub144 63\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uace0, 2031\ub144\uc5d0\ub294 79\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 4.48%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uace0\ud574\uc0c1\ub3c4 \ub808\ud2f0\ud074\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \uc218\uc694, \uc5c4\uaca9\ud55c \uc784\uacc4 \uce58\uc218(critical-dimension) \uc81c\uc5b4, \uadf8\ub9ac\uace0 \ubb34\uacb0\uc810 \ub9c8\uc2a4\ud06c \ube14\ub7ad\ud06c\uc758 \ud544\uc694\uc131\uc5d0 \uc758\ud574 \ub4b7\ubc1b\uce68\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>*   High-NA EUV \ub9ac\uc18c\uadf8\ub798\ud53c \ub3c4\uc785 \uac00\uc18d\ud654: \ub300\ub9cc\uacfc \ud55c\uad6d\uc5d0\uc11c High-NA EUV(\uadf9\uc790\uc678\uc120) \uc7a5\ube44\uc758 \ub3c4\uc785\uc774 \uac00\uc18d\ud654\ub418\uba74\uc11c, \ub354\uc6b1 \uc815\uad50\ud55c \uc704\uc0c1 \ud3b8\uc774(phase-shift) \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \ubc0f \ud761\uc218\uccb4 \uc7ac\ub8cc\uc758 \ud544\uc694\uc131\uc73c\ub85c \uc778\ud574 \ud3ec\ud1a0\ub9c8\uc2a4\ud06c\uc758 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9\uc774 \uc0c1\uc2b9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \ud604\uc9c0\ud654: \ubbf8\uad6d\uacfc \uc720\ub7fd\uc5f0\ud569(EU)\uc758 CHIPS Act\uc640 \uac19\uc740 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \ud604\uc9c0\ud654 \ub178\ub825\uc73c\ub85c \uc0c8\ub85c\uc6b4 \ud339\ub4e4\uc774 \uc790\ubcf8 \ud6a8\uc728\uc131 \ucd5c\uc801\ud654\ub97c \uc704\ud574 \uc790\uccb4 \uc0dd\uc0b0 \ub300\uc2e0 \uc0c1\uc5c5\uc6a9 \ub9c8\uc2a4\ud06c \uc544\uc6c3\uc18c\uc2f1\uc744 \uc120\ud0dd\ud558\ub294 \uacbd\ud5a5\uc774 \uac15\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uce69\ub81b \uae30\ubc18 \uc124\uacc4 \ud655\uc0b0: \uce69\ub81b(chiplet) \uae30\ubc18 \uc124\uacc4\uc758 \ud655\uc0b0\uc740 \uc7ac\ubc30\uc120\uce35(RDL) \ubc0f \uc778\ud130\ud3ec\uc800 \ub9c8\uc2a4\ud06c\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\ub300\uc2dc\ucf1c, \ud3ec\ud1a0\ub9c8\uc2a4\ud06c \uc18c\ube44\uac00 \uc804\uacf5\uc815 \uc6e8\uc774\ud37c \ucc98\ub9ac\ubfd0\ub9cc \uc544\ub2c8\ub77c \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubd84\uc57c\ub85c\ub3c4 \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub514\uc2a4\ud50c\ub808\uc774 \ud328\ub110 \uc81c\uc870\uc5c5\uccb4\uc758 \ud22c\uc790 \ud655\ub300: \ub514\uc2a4\ud50c\ub808\uc774 \ud328\ub110 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 Gen 8+ AMOLED \ub77c\uc778\uc73c\ub85c \uc804\ud658\ud558\uba74\uc11c \uac01 \uc2e0\uaddc \ub77c\uc778\ub2f9 \ucd5c\ub300 30\uac1c\uc758 \uace0\uc720\ud55c \ub514\uc2a4\ud50c\ub808\uc774 \ub9c8\uc2a4\ud06c\uac00 \ud544\uc694\ud574\uc838, \ub808\uc774\uc5b4 \uc218\uc640 \ud339\ub2f9 \uc218\uc775\uc774 \uc99d\uac00\ud558\ub294 \uac83\ub3c4 \uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc785\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc138\ubd84\ud654 \ubd84\uc11d<\/p>\n<p>*   \uc81c\ud488 \uc720\ud615\ubcc4: 2025\ub144 \ub9e4\ucd9c\uc758 65.90%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud55c \uac83\uc740 \ub808\ud2f0\ud074(Reticle)\uc785\ub2c8\ub2e4. \uc774\ub294 10nm \uc774\ud558 \uacf5\uc815\uc5d0\uc11c \uc644\ubcbd\ud55c \uc774\ubbf8\uc9c0 \uc804\uc1a1\uc774 \ud544\uc218\uc801\uc774\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ub9c8\uc2a4\ud130 \ub9c8\uc2a4\ud06c(Master Mask)\ub294 \ub2e4\uc911 \ud328\ud130\ub2dd \uacf5\uc815\uc5d0 \ud544\uc694\ud55c \uace0\uc815\ubc00 \ud15c\ud50c\ub9bf \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 4.99%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ub9c8\uc2a4\ud06c \uc720\ud615\ubcc4: \ubc14\uc774\ub108\ub9ac \ud06c\ub86c \ub9c8\uc2a4\ud06c(Binary Chrome Mask)\ub294 2025\ub144 \ud3ec\ud1a0\ub9c8\uc2a4\ud06c \uc2dc\uc7a5\uc758 43.90%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 65nm \ubc0f \uad6c\ud615 \ub178\ub4dc\uc640 \ub300\ubd80\ubd84\uc758 \ub514\uc2a4\ud50c\ub808\uc774 \ub808\uc774\uc5b4\uc5d0 \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \uc81c\uc870\ub97c \uc81c\uacf5\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ubc18\uba74, EUV \ub9c8\uc2a4\ud06c\ub294 \ud30c\uc6b4\ub4dc\ub9ac \ubc0f IDM(\uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5)\uc758 3nm \uc774\ud558 \uacf5\uc815 \ub3c4\uc785\uc5d0 \ud798\uc785\uc5b4 5.29%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4: \ubc18\ub3c4\uccb4 \ubc0f IC \uc81c\uc870\ub294 2025\ub144 \ub9e4\ucd9c\uc758 70.50%\ub97c \ucc28\uc9c0\ud558\uba70 \ud3ec\ud1a0\ub9c8\uc2a4\ud06c \uc218\uc694\uc758 \ud575\uc2ec \ub3d9\ub825\uc784\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc740 \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\uac00 \uad6c\uc131 \uc694\uc18c\ub2f9 \uc5ec\ub7ec RDL \ubc0f \uc778\ud130\ud3ec\uc800 \ub808\uc774\uc5b4\ub97c \ud544\uc694\ub85c \ud568\uc5d0 \ub530\ub77c 6.08%\uc758 \uac00\uc7a5 \uac15\ub825\ud55c CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \ud30c\uc6b4\ub4dc\ub9ac \ubc0f IDM\uc740 2025\ub144 \uc218\uc694\uc758 58.60%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc774\ub4e4\uc774 \uac00\uc7a5 \ub192\uc740 \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9\uacfc \ucd5c\ucca8\ub2e8 \ub9ac\uc18c\uadf8\ub798\ud53c \ub178\ub4dc\ub97c \uc81c\uc5b4\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ub514\uc2a4\ud50c\ub808\uc774 \ud328\ub110 \uc81c\uc870\uc5c5\uccb4\ub294 \ud55c\uad6d\uacfc \uc911\uad6d\uc5d0\uc11c Gen 8+ AMOLED \uc0dd\uc0b0 \ub2a5\ub825\uc774 \ud655\uc7a5\ub418\uba74\uc11c \ub808\uc774\uc5b4 \uc218\uac00 \uc99d\uac00\ud558\uace0 \uc624\ubc84\ub808\uc774 \uacf5\ucc28(overlay tolerance)\uac00 \uac15\ud654\ub428\uc5d0 \ub530\ub77c 6.39%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4 \ubd84\uc11d: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 71.10%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub300\ub9cc, \ud55c\uad6d, \uc911\uad6d\uc5d0 \ucd5c\ucca8\ub2e8 \ud339\uacfc \uc644\ubcbd\ud55c \ub9c8\uc2a4\ud06c \uc81c\uc870 \uc0dd\ud0dc\uacc4\uac00 \ubc00\uc9d1\ud574 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc720\ub7fd\uc740 \uc720\ub7fd \uce69\uc2a4\ubc95(European Chips Act)\uc5d0 \ub530\ub978 \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc8fc\uad8c \ud504\ub85c\uadf8\ub7a8 \uc790\uae08 \uc9c0\uc6d0\uc5d0 \ud798\uc785\uc5b4 4.55%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8 \uc9c0\uc5ed\uc740 CHIPS Act \uc778\uc13c\ud2f0\ube0c(527\uc5b5 \ub2ec\ub7ec)\uc758 \ud61c\ud0dd\uc744 \ubc1b\uc544 \uc560\ub9ac\uc870\ub098, \uc624\ud558\uc774\uc624, \ub274\uc695 \ub4f1\uc9c0\uc5d0\uc11c \ud339 \ud504\ub85c\uc81d\ud2b8\uac00 \ud65c\ubc1c\ud788 \uc9c4\ud589\ub418\uba74\uc11c \ub9c8\uc2a4\ud06c \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub300\ud55c \uc0c8\ub85c\uc6b4 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \ubc0f \ub3c4\uc804 \uacfc\uc81c<\/p>\n<p>*   EUV \ub9c8\uc2a4\ud06c \ube14\ub7ad\ud06c \uacb0\ud568\ub960: 5 defects\/cm\u00b2\ub97c \ucd08\uacfc\ud558\ub294 EUV \ub9c8\uc2a4\ud06c \ube14\ub7ad\ud06c\uc758 \ub192\uc740 \uacb0\ud568 \ubc00\ub3c4\ub294 \ucd5c\ub300 25%\uc758 \uc2a4\ud06c\ub7a9\uc744 \uc720\ubc1c\ud558\uc5ec \uac1c\ub2f9 5\ub9cc~10\ub9cc \ub2ec\ub7ec\uc758 \ube44\uc6a9 \uc99d\uac00\uc640 \ud14c\uc774\ud504\uc544\uc6c3(tape-out) \uc9c0\uc5f0\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4. \uc81c\ud55c\ub41c \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc5c4\uaca9\ud55c \uc0ac\uc591\uc744 \ucda9\uc871\ud558\uba74\uc11c \uc0dd\uc0b0\ub7c9\uc744 \ub298\ub9ac\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc73c\uba70, 2 defects\/cm\u00b2 \uc774\ud558\ub85c \ub0ae\ucd94\ub294 \uac83\uc740 \uc5ec\uc804\ud788 \ubd88\ud655\uc2e4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc77c\ubcf8 \uc11d\uc601 \uae30\ud310 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1: Shin-Etsu\uc640 Tosoh\uac00 \ucd08\uc800\ud33d\ucc3d \uc11d\uc601 \uae30\ud310 \uc2dc\uc7a5\uc758 80% \uc774\uc0c1\uc744 \uc7a5\uc545\ud558\uace0 \uc788\uc73c\uba70, Shin-Etsu\uc758 \uad70\ub9c8 \ud504\ub85c\uc81d\ud2b8 \uc2e0\uaddc \uc0dd\uc0b0 \ub2a5\ub825\uc740 2026\ub144\uae4c\uc9c0 \ud655\ubcf4\ub418\uc9c0 \uc54a\uc744 \uc608\uc815\uc785\ub2c8\ub2e4. High-NA \ub808\ud2f0\ud074\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ub9c8\uc2a4\ud06c\ub2f9 40~60% \uc99d\uac00\ud558\uba74\uc11c \uacf5\uae09 \uaca9\ucc28\ub294 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d\uc5d0 \ub300\ud55c \uba40\ud2f0\ube54 \ub77c\uc774\ud130 \uc218\ucd9c \ud1b5\uc81c: \uba40\ud2f0\ube54 \ub77c\uc774\ud130\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c\ub294 \uc911\uad6d\uc758 \ucca8\ub2e8 \ub9c8\uc2a4\ud06c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uc81c\ud55c\ud558\uc5ec \uc7a5\uae30\uc801\uc73c\ub85c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud55c\uad6d \ubc0f \ub300\ub9cc\uc758 \uc804\uae30 \uc694\uae08 \uc778\uc0c1: \ud55c\uad6d\uacfc \ub300\ub9cc\uc758 \uc804\uae30 \uc694\uae08 \uc778\uc0c1\uc740 \uc0dd\uc0b0 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ucf1c \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uac00\uaca9 \uc804\uac00 \uc555\ub825\uc744 \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ud3ec\ud1a0\ub9c8\uc2a4\ud06c \uc2dc\uc7a5\uc740 \ub192\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4\uc640 \uae30\uc220\uc801 \ub09c\uc774\ub3c4\ub85c \uc778\ud574 \uc2e0\uaddc \uc9c4\uc785\uc774 \uc5b4\ub824\uc6cc \uc911\uac04 \uc815\ub3c4\uc758 \ud1b5\ud569 \uc0c1\ud0dc\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Toppan(Tekscend\ub97c \ud1b5\ud574), Dai Nippon Printing(DNP), Photronics\uac00 \uc0c1\uc704\uad8c\uc744 \ud615\uc131\ud558\uba70 EUV\uc6a9 \uba40\ud2f0\ube54 \ub77c\uc774\ud130, \uc815\uad50\ud55c \uc704\uc0c1 \ud3b8\uc774 \ub77c\uc774\ube0c\ub7ec\ub9ac, \ud3ec\uad04\uc801\uc778 \uac80\uc0ac \uc2dc\uc2a4\ud15c\uc744 \uc6b4\uc601\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. DNP\uc758 2nm \uc774\ud558 EUV \ub9c8\uc2a4\ud06c \uacf5\uae09\uc740 R&#038;D \uc6b0\uc704\ub97c \uc785\uc99d\ud558\uba70 \ucd5c\ucca8\ub2e8 \uc778\uc99d \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\ub9ac\uc801 \ub2e4\uac01\ud654\ub294 \uc0c8\ub85c\uc6b4 \uacbd\uc7c1\uc758 \uc7a5\uc785\ub2c8\ub2e4. Tekscend\uc758 \ub4dc\ub808\uc2a4\ub374 \uc2dc\uc124, Photronics\uc758 \uc0e4\uba3c \ud655\uc7a5, \uadf8\ub9ac\uace0 \ubbf8\uad6d \uc2dc\uc7a5 \uc9c4\ucd9c \ub178\ub825\uc740 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc73c\ub85c\ubd80\ud130 \uc218\uc775\uc744 \ubcf4\ud638\ud558\uace0 \uace0\uac1d\uc758 \ud604\uc9c0\ud654 \uc694\uad6c\uc5d0 \ubd80\uc751\ud558\uae30 \uc704\ud55c \uc804\ub7b5\uc785\ub2c8\ub2e4. Mycronic\uc758 2025\ub144 7\uc6d4 \ud55c\uad6d Cowin DST \uc778\uc218\ub294 \uc218\ub9ac \uc5ed\ub7c9\uc744 \uac15\ud654\ud558\uace0 \ub514\uc2a4\ud50c\ub808\uc774 \ubc0f \ubc18\ub3c4\uccb4 \uace0\uac1d \uae30\ubc18\uc744 \ud655\ub300\ud558\ub294 \ub370 \uae30\uc5ec\ud588\uc2b5\ub2c8\ub2e4. KLA, ZEISS, DuPont\uacfc \uac19\uc740 \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\ub4e4\ub3c4 \uac80\uc0ac, \ud3a0\ub9ac\ud074(pellicle), \ub808\uc9c0\uc2a4\ud2b8 \uc7ac\ub8cc\ub97c \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \uc9c0\uc5ed \uacf5\uc7a5\uc744 \ud655\uc7a5\ud558\uba70 \uc0dd\ud0dc\uacc4 \uacb0\ud569\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \ub85c\ub4dc\ub9f5\uc740 \uce21\uc815 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \uc7ac\uc791\uc5c5\ub960\uc744 \uc904\uc774\ub294 AI \uae30\ubc18 \uacb0\ud568 \uac10\uc9c0\uc5d0 \uc6b0\uc120\uc21c\uc704\ub97c \ub450\uace0 \uc788\uc2b5\ub2c8\ub2e4. 7nm \uc11c\ube0c \ud06c\ub808\uc13c\ud2b8(sub-crescent) \uae30\ub2a5\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 \uba40\ud2f0\ube54 \ub77c\uc774\ud130\uac00 \uc591\uc0b0\uc5d0 \ub3cc\uc785\ud558\uba70 \uae30\uc874 \uc804\uc790\ube54 \uc7a5\ube44\uc758 \uc0dd\uc0b0\uc131\uc744 \ub6f0\uc5b4\ub118\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub098\ub178 \uc784\ud504\ub9b0\ud2b8 \ub9ac\uc18c\uadf8\ub798\ud53c\uc640 \uac19\uc740 \ub300\uccb4 \ud328\ud130\ub2dd \uae30\uc220\uc740 \ud2b9\uc815 \ubd84\uc57c\uc5d0\uc11c EUV\ub97c \ub300\uccb4\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc9c0\ub9cc, \ud655\uc7a5\uc131\uacfc \ud3a0\ub9ac\ud074 \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c \uacbd\uc7c1\uc740 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ub9c8\uc2a4\ud06c \ubd84\uc57c\uc5d0\uc11c \uc2ec\ud654\ub418\uace0 \uc788\uc73c\uba70, \uc774 \ubd84\uc57c\uc5d0\uc11c\ub294 \ub300\ud615 \ub77c\uc774\ud130\ub098 \uad11\uc2dc\uc57c \uad11\ud559 \uc815\ub82c \uc804\ubb38 \uc9c0\uc2dd\uc744 \uac16\ucd98 \uae30\uc874 \uc5c5\uccb4\uac00 \uac70\uc758 \uc5c6\uc5b4 \ubbfc\ucca9\ud55c \uc804\ubb38 \uae30\uc5c5\ub4e4\uc5d0\uac8c \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790<\/p>\n<p>*   Tekscend Photomask Inc.<br \/>\n*   Dai Nippon Printing Co., Ltd.<br \/>\n*   Photronics, Inc.<br \/>\n*   Hoya Corporation<br \/>\n*   SK-Electronics Co., Ltd.<\/p>\n<p>7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 7\uc6d4: Mycronic AB\uc758 \ud328\ud134 \uc81c\ub108\ub808\uc774\ud130 \uc0ac\uc5c5\ubd80\uac00 \ud55c\uad6d\uc758 \ud3ec\ud1a0\ub9c8\uc2a4\ud06c \uc218\ub9ac \uc804\ubb38\uc5c5\uccb4\uc778 Cowin DST\ub97c \uc778\uc218\ud558\uc5ec 2025\ub144 \uc608\uc0c1 \ub9e4\ucd9c 1\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 7\uc6d4: Cica-Huntek Chemical Technology Taiwan\uc740 3nm \ubc0f 5nm \ud339\uc6a9 \ub514\uc2a4\ud39c\uc2a4 \uc2dc\uc2a4\ud15c\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \ubbf8\uad6d \uc790\ud68c\uc0ac\uc5d0 1\uc5b5 2,300\ub9cc \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: Imec\uacfc ZEISS\ub294 2029\ub144\uae4c\uc9c0 \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed \uacc4\uc57d\uc744 \uc5f0\uc7a5\ud558\uc5ec 2nm \uc774\ud558 R&#038;D \ubc0f NanoIC \ud30c\uc77c\ub7ff \ub77c\uc778\uc744\uad6c\ucd95\ud558\uace0 \ubc1c\uc804\uc2dc\ud0a4\ub294 \ub370 \uc9d1\uc911\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<\/p>\n<p>\ud3ec\ud1a0\ub9c8\uc2a4\ud06c \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ud3ec\ud1a0\ub9c8\uc2a4\ud06c \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, \ud3ec\ud1a0\ub9c8\uc2a4\ud06c\ub294 \ud3ec\ud1a0\ub9ac\uc18c\uadf8\ub798\ud53c \uacf5\uc815\uc744 \ud1b5\ud574 \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c, \ud3c9\ud310 \ub514\uc2a4\ud50c\ub808\uc774, MEMS \uc7a5\uce58\uc5d0 \ud68c\ub85c \ud328\ud134\uc744 \uc804\uc0ac\ud558\ub294 \ub370 \uc0ac\uc6a9\ub418\ub294 \uace0\uc815\ubc00 \ud50c\ub808\uc774\ud2b8 \ub610\ub294 \ud15c\ud50c\ub9bf\uc785\ub2c8\ub2e4. \ucca8\ub2e8 \uce69 \ubc0f \uc804\uc790 \ubd80\ud488 \uc81c\uc870\uc5d0 \ud544\uc218\uc801\uc778 \uc774 \uc2dc\uc7a5\uc740 \ubc18\ub3c4\uccb4 \uae30\uc220 \ubc1c\uc804, \uc124\uacc4 \ubcf5\uc7a1\uc131 \uc99d\uac00, \uadf8\ub9ac\uace0 EUV\uc640 \uac19\uc740 \uc0c8\ub85c\uc6b4 \ub9ac\uc18c\uadf8\ub798\ud53c \uae30\uc220 \ucc44\ud0dd\uc5d0 \ud798\uc785\uc5b4 \uc9c0\uc18d\uc801\uc73c\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uaddc\ubaa8<br \/>\n\ud3ec\ud1a0\ub9c8\uc2a4\ud06c \uc2dc\uc7a5\uc740 2026\ub144 63.5\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uc5d0\ub294 79.2\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 71.10%\ub85c \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ub300\ub9cc\uacfc \ud55c\uad6d\uc758 \ucca8\ub2e8 \ud339(Fab)\uc774 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \ub3d9\uc778 (Market Drivers)<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n*   High-NA EUV \ub9ac\uc18c\uadf8\ub798\ud53c \ucc44\ud0dd: \ub300\ub9cc\uacfc \ud55c\uad6d\uc5d0\uc11c High-NA EUV \ub9ac\uc18c\uadf8\ub798\ud53c \uae30\uc220 \ub3c4\uc785\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   U.S.\/EU CHIPS Act: \ubbf8\uad6d\uacfc \uc720\ub7fd\uc758 CHIPS Act\ub294 \uc0c1\uc5c5\uc6a9 \ub9c8\uc2a4\ud06c \uc544\uc6c3\uc18c\uc2f1\uc744 \ucd09\uc9c4\ud558\uba70, \uc2e0\uaddc \ud339 \uc778\uadfc \uc9c0\uc5ed\uc758 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AMOLED Gen 8+ \ud339: AMOLED Gen 8+ \ud339\uc758 \ud655\uc7a5\uc740 30\uce35 \ub514\uc2a4\ud50c\ub808\uc774 \ub9c8\uc2a4\ud06c \uc218\uc694\ub97c \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   ADAS \ubc0f 28nm \ubbf8\ub9cc \uc804\ub825 \ubc18\ub3c4\uccb4: \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c(ADAS) \ubc0f 28nm \ubbf8\ub9cc \uc804\ub825 \ubc18\ub3c4\uccb4 \uc81c\uc870\ub97c \uc704\ud55c \ub300\uba74\uc801 \ub808\ud2f0\ud074 \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uce69\ub81b RDL \ubc0f \uc778\ud130\ud3ec\uc800 \ud3ec\ud1a0\ub9c8\uc2a4\ud06c: \uce69\ub81b \uae30\ubc18 \uc544\ud0a4\ud14d\ucc98\uc758 \ud655\uc0b0\uc73c\ub85c RDL(\uc7ac\ubc30\uc120\uce35) \ubc0f \uc778\ud130\ud3ec\uc800\uc6a9 \ud3ec\ud1a0\ub9c8\uc2a4\ud06c \uc218\uc694\uac00 \uae09\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI \uae30\ubc18 \uacb0\ud568 \uac80\uc0ac: AI \uae30\ubc18 \uacb0\ud568 \uac80\uc0ac \uae30\uc220\uc740 \uc790\uccb4 \uc0dd\uc0b0 \uc2dc\uc124\uc758 TAT(Turnaround Time)\ub97c \ub2e8\ucd95\ud558\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d (Market Restraints)<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<br \/>\n*   EUV \ub9c8\uc2a4\ud06c \ube14\ub7ad\ud06c \uacb0\ud568\ub960: EUV \ub9c8\uc2a4\ud06c \ube14\ub7ad\ud06c\uc758 \uacb0\ud568\ub960\uc774 5 defects\/cm\u00b2\ub97c \ucd08\uacfc\ud558\uc5ec \uc2a4\ud06c\ub7a9\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc77c\ubcf8 \ucffc\uce20 \uae30\ud310 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1: \uc77c\ubcf8\uc758 \uace0\uc21c\ub3c4 \ucffc\uce20 \uae30\ud310 \uc0dd\uc0b0 \ub2a5\ub825 \ubd80\uc871\uc73c\ub85c High-NA EUV \ud3ec\ud1a0\ub9c8\uc2a4\ud06c\uc758 \ub9ac\ub4dc \ud0c0\uc784\uacfc \ube44\uc6a9\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 2026\ub144 \uc2e0\uaddc \uc0dd\uc0b0 \ub77c\uc778 \uac00\ub3d9 \uc804\uae4c\uc9c0 \uc9c0\uc18d\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uba40\ud2f0\ube54 \ub77c\uc774\ud130 \uc218\ucd9c \ud1b5\uc81c: \uc911\uad6d\uc5d0 \ub300\ud55c \uba40\ud2f0\ube54 \ub77c\uc774\ud130 \uc218\ucd9c \ud1b5\uc81c\ub294 \uc2dc\uc7a5\uc5d0 \uc81c\uc57d\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \uc804\uae30 \uc694\uae08 \uc778\uc0c1: \ud55c\uad6d\uacfc \ub300\ub9cc\uc758 \uc804\uae30 \uc694\uae08 \uc778\uc0c1 \ub610\ud55c \uc2dc\uc7a5\uc5d0 \ubd80\ub2f4\uc744 \uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uc131\uc7a5 \uc804\ub9dd<br \/>\n\uc2dc\uc7a5\uc740 \uc81c\ud488 \uc720\ud615(\ub808\ud2f0\ud074, \ub9c8\uc2a4\ud130 \ub9c8\uc2a4\ud06c, \uce74\ud53c\/\ub3c4\ud130 \ub9c8\uc2a4\ud06c), \ub9c8\uc2a4\ud06c \uc720\ud615(\ubc14\uc774\ub108\ub9ac \ud06c\ub86c \ub9c8\uc2a4\ud06c(BCM), \uac10\uc1e0 \uc704\uc0c1 \uc2dc\ud504\ud2b8 \ub9c8\uc2a4\ud06c(Att-PSM), \uad50\ubc88 \uc704\uc0c1 \uc2dc\ud504\ud2b8 \ub9c8\uc2a4\ud06c(Alt-PSM), \ud06c\ub86c\ub9ac\uc2a4 \uc704\uc0c1 \ub9ac\uc18c\uadf8\ub798\ud53c \ub9c8\uc2a4\ud06c, EUV \ud3ec\ud1a0\ub9c8\uc2a4\ud06c, \ub098\ub178\uc784\ud504\ub9b0\ud2b8 \ud15c\ud50c\ub9bf), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ubc18\ub3c4\uccb4 \ubc0f IC \uc81c\uc870(65nm \ucd08\uacfc\ubd80\ud130 3nm \uc774\ud558\uae4c\uc9c0), \ud3c9\ud310 \ub514\uc2a4\ud50c\ub808\uc774(LCD, AMOLED, OLED \ub9c8\uc774\ud06c\ub85c \ub514\uc2a4\ud50c\ub808\uc774), MEMS \uc13c\uc11c, \ucca8\ub2e8 \ud328\ud0a4\uc9d5(RDL\/\uc778\ud130\ud3ec\uc800), \ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\ud30c\uc6b4\ub4dc\ub9ac \ubc0f IDM, \ud339\ub9ac\uc2a4 \uc124\uacc4 \ud68c\uc0ac, \ub514\uc2a4\ud50c\ub808\uc774 \ud328\ub110 \uc81c\uc870\uc5c5\uccb4, OSAT\/\ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uacf5\uae09\uc5c5\uccb4, \uc5f0\uad6c \ubc0f \ud559\uc220 \uae30\uad00, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \ud1b5\uc2e0 OEM) \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4.<\/p>\n<p>\ud2b9\ud788, 3nm \uc774\ud558 \ub178\ub4dc \uc0dd\uc0b0\uc5d0 \ud544\uc218\uc801\uc778 EUV \ud3ec\ud1a0\ub9c8\uc2a4\ud06c\ub294 5.29%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub85c \uc911\uc694\uc131\uc774 \uc99d\ub300\ub418\uace0 \uc788\uc73c\uba70, \uce69\ub81b \uae30\ubc18 \uc544\ud0a4\ud14d\ucc98\ub85c \uc778\ud574 \ucca8\ub2e8 \ud328\ud0a4\uc9d5(RDL \ubc0f \uc778\ud130\ud3ec\uc800) \ub9c8\uc2a4\ud06c\ub294 6.08%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd<br \/>\n\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uadf8\ub9ac\uace0 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 Tekscend Photomask Inc. (Toppan), Dai Nippon Printing Co., Ltd., Photronics, Inc., Hoya Corporation, SK-Electronics Co., Ltd., Taiwan Mask Corporation, LG Innotek Co., Ltd., Advanced Mask Technology Center GmbH, Shenzhen Qingyi Photomask Ltd. \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<br \/>\n\ubcf4\uace0\uc11c\ub294 \ubbf8\uac1c\ucc99 \ubd84\uc57c(White-space) \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694(Unmet-Need)\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uc7a0\uc7ac\uc801 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc744 \uc81c\uc2dc\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-37815","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\/37815"}],"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=37815"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/37815\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=37815"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=37815"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=37815"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}