{"id":40153,"date":"2026-02-12T21:33:25","date_gmt":"2026-02-12T21:33:25","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-metrology-and-inspection-equipment-market-mordor\/"},"modified":"2026-09-18T07:44:47","modified_gmt":"2026-09-17T22:44:47","slug":"semiconductor-metrology-and-inspection-equipment-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-metrology-and-inspection-equipment-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubc18\ub3c4\uccb4 \uacc4\uce21 \ubc0f \uac80\uc0ac \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/semiconductor-metrology-and-inspection-equipment-market-1764927308210-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\/semiconductor-metrology-and-inspection-equipment-market-size-image-1764929292339.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 7nm \uc774\ud558 \ub178\ub4dc \uc815\ud655\ub3c4\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 3D NAND \ubc0f \ucca8\ub2e8 \uba54\ubaa8\ub9ac \uc0dd\uc0b0 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uacc4\uce21 \uae30\uc220 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.5 \ud604\uc7a5 AI \ubd84\uc11d\uc744 \ud1b5\ud55c \uc7a5\ube44 \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04 \ub2e8\ucd95<\/li>\n<li class=\"toc-level-3\">4.2.6 \ub0ae\uc740 \ubd88\ub7c9\ub960\uc744 \uc720\ub3c4\ud558\ub294 \uc9c0\uc18d \uac00\ub2a5\uc131 \uc758\ubb34<\/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 E-\ube54 \ubc0f EUV \uc7a5\ube44\uc758 \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc219\ub828\ub41c \uacc4\uce21 \uc5d4\uc9c0\ub2c8\uc5b4 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.3 \ud5ec\ub968 \ubc0f \ud2b9\uc218 \uac00\uc2a4 \uacf5\uae09\ub9dd \uc704\ud5d8<\/li>\n<li class=\"toc-level-3\">4.3.4 \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \uac80\uc0ac\uc5d0\uc11c\uc758 \ub370\uc774\ud130 \ubcf4\uc548 \ubb38\uc81c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.8 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/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 \uce21\uc815 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub9ac\uc18c\uadf8\ub798\ud53c \uacc4\uce21<\/li>\n<li class=\"toc-level-4\">5.1.1.1 \uc624\ubc84\ub808\uc774<\/li>\n<li class=\"toc-level-4\">5.1.1.2 \uce58\uc218 \uc7a5\ube44<\/li>\n<li class=\"toc-level-4\">5.1.1.3 \ub9c8\uc2a4\ud06c \uac80\uc0ac \ubc0f \uacc4\uce21<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc6e8\uc774\ud37c \uac80\uc0ac<\/li>\n<li class=\"toc-level-3\">5.1.3 \ubc15\ub9c9 \uacc4\uce21<\/li>\n<li class=\"toc-level-3\">5.1.4 \uae30\ud0c0 \uacf5\uc815 \uc81c\uc5b4 \uc2dc\uc2a4\ud15c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uae30\uc220 \ub178\ub4dc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 3 nm \ubbf8\ub9cc<\/li>\n<li class=\"toc-level-3\">5.2.2 3 nm<\/li>\n<li class=\"toc-level-3\">5.2.3 5 nm<\/li>\n<li class=\"toc-level-3\">5.2.4 7 nm<\/li>\n<li class=\"toc-level-3\">5.2.5 14\/16 nm<\/li>\n<li class=\"toc-level-3\">5.2.6 28 nm<\/li>\n<li class=\"toc-level-3\">5.2.7 28 nm \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ubc18\ub3c4\uccb4 \uc18c\uc790 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ub85c\uc9c1 IC<\/li>\n<li class=\"toc-level-3\">5.3.2 \uba54\ubaa8\ub9ac IC<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc544\ub0a0\ub85c\uadf8 \ubc0f \ud63c\ud569 \uc2e0\ud638 IC<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc804\ub825 \uc18c\uc790<\/li>\n<li class=\"toc-level-3\">5.3.5 \uad11\uc804\uc790\uacf5\ud559<\/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<\/li>\n<li class=\"toc-level-3\">5.4.2 \ucef4\ud4e8\ud305 \ubc0f \ub370\uc774\ud130 \uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc758\ub8cc \ubc0f \uc0dd\uba85 \uacfc\ud559<\/li>\n<li class=\"toc-level-3\">5.4.6 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.4.7 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \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 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.2.5 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.4 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<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 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.5.5.1.4 \uae30\ud0c0 \uc911\ub3d9<\/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 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \ucf00\ub0d0<\/li>\n<li class=\"toc-level-5\">5.5.5.2.3 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.2.4 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/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 \uacf5\uae09\uc5c5\uccb4 \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, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 ASML Holding N.V.<\/li>\n<li class=\"toc-level-3\">6.4.2 KLA Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Applied Materials, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.4 Onto Innovation Inc<\/li>\n<li class=\"toc-level-3\">6.4.5 Hitachi High-Tech Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 Thermo Fisher Scientific Inc<\/li>\n<li class=\"toc-level-3\">6.4.7 Hamamatsu Photonics K.K.<\/li>\n<li class=\"toc-level-3\">6.4.8 Nova Measuring Instruments Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 Lasertec Corporation<\/li>\n<li class=\"toc-level-3\">6.4.10 Camtek Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 JEOL Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 Nikon Corporation<\/li>\n<li class=\"toc-level-3\">6.4.13 Tokyo Electron Limited<\/li>\n<li class=\"toc-level-3\">6.4.14 SCREEN Semiconductor Solutions Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Advantest Corporation<\/li>\n<li class=\"toc-level-3\">6.4.16 Carl Zeiss AG<\/li>\n<li class=\"toc-level-3\">6.4.17 Merck KGaA<\/li>\n<li class=\"toc-level-3\">6.4.18 Toray Engineering Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Microtronic, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 Bruker Corporation<\/li>\n<li class=\"toc-level-3\">6.4.21 Nordson Corporation<\/li>\n<li class=\"toc-level-3\">6.4.22 Confovis GmbH<\/li>\n<li class=\"toc-level-3\">6.4.23 Comet Yxlon GmbH (Comet Holding AG)<\/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>\ubc18\ub3c4\uccb4 \uacc4\uce21 \ubc0f \uac80\uc0ac \uc7a5\ube44 \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>Mordor Intelligence \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \ubc18\ub3c4\uccb4 \uacc4\uce21 \ubc0f \uac80\uc0ac \uc7a5\ube44 \uc2dc\uc7a5\uc740 2025\ub144\ubd80\ud130 2030\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 5.40%\uc758 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud558\uba70 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2025\ub144 130\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144\uc5d0\ub294 169\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \ud604\ud669 \ubc0f \uc804\ub9dd<\/p>\n<p>\uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \ud328\ub7ec\ub2e4\uc784\uc774 \uc0dd\uc0b0\ub7c9 \uc911\uc2ec\uc758 \ud655\uc7a5(capacity-driven expansion)\uc5d0\uc11c \uc815\ubc00\ub3c4 \uc911\uc2ec\uc758 \ud22c\uc790(precision-centric investment)\ub85c \uc804\ud658\ub418\uace0 \uc788\uc74c\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \uc774\uc81c \ud575\uc2ec \uac00\uce58 \ub3d9\uc778\uc740 \ucc98\ub9ac\ub7c9(throughput)\uc774 \uc544\ub2cc \uc11c\ube0c \ub098\ub178\ubbf8\ud130(sub-nanometer) \uc218\uc900\uc758 \uc815\ud655\uc131\uc785\ub2c8\ub2e4. \uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc740 7nm \uc774\ud558 \ub178\ub4dc\uc5d0\uc11c\uc758 \uc784\uacc4 \uce58\uc218(critical dimensions) \uc81c\uc5b4 \ud544\uc694\uc131, 200\ub2e8 \uc774\uc0c1\uc73c\ub85c \uc218\uc9c1 \ud655\uc7a5\ub418\ub294 3D \ub0b8\ub4dc(NAND) \uba54\ubaa8\ub9ac, \uadf8\ub9ac\uace0 \uc9c0\ub9ac\uc801 \uc0dd\uc0b0 \ub2e4\ubcc0\ud654\ub97c \uc704\ud55c \uad6d\uac00\ubcc4 \uc81c\uc870 \ud504\ub85c\uadf8\ub7a8(sovereign manufacturing programs)\uc758 \ud655\uc0b0\uc785\ub2c8\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac(Foundry) \uc5c5\uccb4\ub4e4\uc740 \ud604\uc7ac \uc790\ubcf8 \uc9c0\ucd9c\uc758 15~20%\ub97c \uacf5\uc815 \uc81c\uc5b4 \uc7a5\ube44\uc5d0 \ud560\ub2f9\ud558\uba70, \uc218\uc728 \ucd5c\uc801\ud654(yield optimization)\ub97c \uc0c8\ub85c\uc6b4 \uc804\ub7b5\uc801 \ud544\uc218 \uc694\uc18c\ub85c \uac15\uc870\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1 \uc6b0\uc704\ub294 AI \uae30\ubc18 \ubd84\uc11d(AI-enhanced analytics)\uc5d0 \ub2ec\ub824 \uc788\uc73c\uba70, \uba38\uc2e0\ub7ec\ub2dd \uc54c\uace0\ub9ac\uc998\uc740 \uac80\uc0ac \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \uc2e4\uc2dc\uac04 \uacf5\uc815 \uc870\uc815\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \ud5ec\ub968 \ubc0f \ud2b9\uc218 \uac00\uc2a4 \uacf5\uae09\ub9dd \uc555\ub825\uacfc \uc219\ub828\ub41c \uacc4\uce21 \uc5d4\uc9c0\ub2c8\uc5b4 \ubd80\uc871\uc774 \uc2dc\uc7a5 \ud655\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc774\uc9c0\ub9cc, \uc774\ub294 \uc18c\ubaa8\ud488 \ubc0f \uad50\uc721 \uc11c\ube44\uc2a4\ub97c \ud1b5\ud569\ud558\ub294 \uc194\ub8e8\uc158 \uac1c\ubc1c\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<p>*   7nm \uc774\ud558 \ub178\ub4dc \uc815\ud655\uc131 \uc694\uad6c \uc99d\uac00: \uac8c\uc774\ud2b8-\uc62c-\uc5b4\ub77c\uc6b4\ub4dc(Gate-All-Around) \ud2b8\ub79c\uc9c0\uc2a4\ud130\uc640 \uac19\uc740 7nm \uc774\ud558 \uae30\uc220\uc740 \uc784\uacc4 \uce58\uc218\uc5d0 \ub300\ud574 0.5nm\uc758 \uce21\uc815 \uc815\ubc00\ub3c4\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \uad11\ud559 \ubc29\uc2dd\uc758 \ubb3c\ub9ac\uc801 \ud55c\uacc4\ub85c \uc778\ud574 \ud558\uc774\ube0c\ub9ac\ub4dc \uc804\uc790\ube54(e-beam) \ubc0f X\uc120 \uac80\uc0ac \ud50c\ub7ab\ud3fc \uac1c\ubc1c\uc774 \ucd09\uc9c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud154(Intel)\uc774 2024\ub144 \uace0\ud574\uc0c1\ub3c4 EUV \uc2a4\uce90\ub108 \uc804\ub7c9\uc744 \uad6c\ub9e4\ud55c \uac83\uc740 \uacf5\uc815 \ub9ac\ub354\uc2ed\uc744 \uc704\ud55c \ucca8\ub2e8 \uacc4\uce21\uc758 \uc911\uc694\uc131\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc624\ubc84\ub808\uc774(overlay) \uc815\ud655\ub3c4\ub294 \uc11c\ube0c \ub098\ub178\ubbf8\ud130 \uc218\uc900\uc73c\ub85c \uac15\ud654\ub418\uc5b4, \ub2e4\uc911 \ud328\ud130\ub2dd(multi-patterned) \ub808\uc774\uc5b4 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc804\uae30\uc801 \uc131\ub2a5\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \ud1b5\ud569 \uc815\ub82c \uacc4\uce21\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<br \/>\n*   3D NAND \ubc0f \ucca8\ub2e8 \uba54\ubaa8\ub9ac \uc0dd\uc0b0 \uc99d\uac00: \uc218\uc9c1\ud615 \ud50c\ub798\uc2dc(flash) \uc7a5\uce58\uac00 200\ub2e8 \uc774\uc0c1\uc73c\ub85c \uc99d\uac00\ud558\uba74\uc11c, \ubc15\ub9c9 \uacc4\uce21(thin-film metrology) \uc7a5\ube44\ub294 300mm \uc6e8\uc774\ud37c\uc5d0\uc11c 0.1% \ubbf8\ub9cc\uc758 \ubc18\ubcf5\uc131\uc744 \uc720\uc9c0\ud558\uba74\uc11c 10nm\ubcf4\ub2e4 \uc587\uc740 \uac1c\ubcc4 \ub808\uc774\uc5b4\ub97c \uce21\uc815\ud574\uc57c \ud569\ub2c8\ub2e4. \uc0bc\uc131(Samsung)\uc758 300\ub2e8 \uc2a4\ud0dd \ub85c\ub4dc\ub9f5\uc740 \uc2dd\uac01 \uae4a\uc774(etch depth) \ubc0f \uc2a4\ud0dd \ub192\uc774 \uade0\uc77c\uc131(stack height uniformity)\uc758 \uc778\ub77c\uc778 \uc81c\uc5b4 \ud544\uc694\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM)\ub294 \uc2e4\ub9ac\ucf58 \uad00\ud1b5 \uc804\uadf9(TSV) \uc815\ub82c \uac80\uc0ac \ubc0f \uc5f4 \uc778\ud130\ud398\uc774\uc2a4 \uade0\uc77c\uc131 \uac80\uc0ac\ub97c \uc77c\uc0c1\uc801\uc778 \uac80\uc0ac\uc5d0 \ud1b5\ud569\ud558\uc5ec \uba54\ubaa8\ub9ac \ud339(fab) \ub0b4 \uacc4\uce21 \uc9c0\ucd9c \ubc94\uc704\ub97c \ub113\ud788\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5: \ub300\ub9cc, \ud55c\uad6d, \uc911\uad6d\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\uc124\uc774 \uc5ec\uc804\ud788 \uc911\uc694\ud558\uc9c0\ub9cc, UAE\uc640 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 \uad6d\uac00 \uc8fc\ub3c4 \ud504\ub85c\uc81d\ud2b8\ub294 \ubc18\ub3c4\uccb4 \uacc4\uce21 \ubc0f \uac80\uc0ac \uc2dc\uc2a4\ud15c \uc2dc\uc7a5\uc5d0 \uc0c8\ub85c\uc6b4 \uc131\uc7a5\uc744 \uac00\uc838\uc624\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubd84\uc0b0\ud615 \ubaa8\ub378\uc740 \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\uac00 \uc9c0\uc5ed\ubcc4 \uc11c\ube44\uc2a4 \uc778\ud504\ub77c\ub97c \uad6c\ucd95\ud558\uace0, \ub2e4\uc591\ud55c \uc81c\uc870 \ud658\uacbd\uc5d0\uc11c \uc77c\uad00\uc131\uc744 \ubcf4\uc7a5\ud558\ub3c4\ub85d \uc694\uad6c\ud569\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc6d0\uaca9 \uc9c4\ub2e8 \ubc0f \ub2e4\uad6d\uc5b4 \uad50\uc721 \ubaa8\ub4c8\uc744 \uc7a5\ube44\uc640 \ud568\uaed8 \uc81c\uacf5\ud558\uc5ec \uc2e0\uaddc \ud339\uc758 \uac00\ub3d9 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529(Hybrid Bonding) \uacc4\uce21 \ub3c4\uc785: \uce69\ub81b(chiplet) \uc544\ud0a4\ud14d\ucc98 \ubc0f \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\uc5d0 \ud544\uc218\uc801\uc778 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uc740 10nm \uc774\ub0b4\uc758 \ud45c\uba74 \ud3c9\ud0c4\ub3c4(surface planarity)\uc640 50nm\ubcf4\ub2e4 \uc815\ubc00\ud55c \uad6c\ub9ac \ud328\ub4dc \ub192\uc774 \uade0\uc77c\uc131\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \uc7a5\ube44\ub4e4\uc740 \uad11\ud559 \uac04\uc12d\uacc4(optical interferometry), \ubc31\uc0c9\uad11 \ud504\ub85c\ud30c\uc77c\ub85c\ubbf8\ud130(white-light profilometry), X\uc120 \ub2e8\uce35 \ucd2c\uc601(X-ray tomography)\uc744 \uacb0\ud569\ud558\uc5ec \uc2a4\ud0dd \uc804 \ubcf8\ub529 \ud488\uc9c8\uc744 \uac80\uc99d\ud569\ub2c8\ub2e4. Veeco\uc640 IBM\uc758 \uc2b5\uc2dd \uacf5\uc815 \ub2e8\uacc4 \ud611\ub825\uc740 \uc7a5\ube44 \uae30\uc5c5\ub4e4\uc774 \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uc804\uacf5\uc815 \ubc0f \ud328\ud0a4\uc9d5 \uacc4\uce21 \uc804\ubb38 \uc9c0\uc2dd\uc744 \ud1b5\ud569\ud558\ub294 \ubc29\uc2dd\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \uc778\uacf5\uc9c0\ub2a5(AI) \uae30\ubc18 \ubd84\uc11d\uc744 \ud1b5\ud55c \uc7a5\ube44 \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04 \uac10\uc18c: AI \uae30\ubc18 \ubd84\uc11d\uc740 \uc7a5\ube44 \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04\uc744 \uc904\uc774\ub294 \ub370 \uae30\uc5ec\ud558\uba70, \uc120\ub3c4\uc801\uc778 \ud339\uc5d0\uc11c \uc870\uae30 \ub3c4\uc785\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \uc804\uc790\ube54(e-beam) \ubc0f EUV \uc7a5\ube44\uc758 \ub192\uc740 \uc790\ubcf8 \uc9c0\ucd9c: \ucca8\ub2e8 \uc804\uc790\ube54 \uc2dc\uc2a4\ud15c\uc740 \uc57d 1,500\ub9cc \ub2ec\ub7ec, EUV \uc9c0\uc6d0 \uacc4\uce21 \uc7a5\ube44\ub294 \uc57d 2,500\ub9cc \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\ub294 \ub2e8\uac00\ub97c \uac00\uc9d1\ub2c8\ub2e4. \uc18c\uaddc\ubaa8 \ud30c\uc6b4\ub4dc\ub9ac\ub4e4\uc740 \uae30\uc220\uc801 \ud544\uc694\uc131\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud22c\uc790\ub97c \uc8fc\uc800\ud558\uc5ec \ub3c4\uc785\uc774 \uc9c0\uc5f0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\ub4dc\uc6e8\uc5b4, \uc18c\ud504\ud2b8\uc6e8\uc5b4, \uc11c\ube44\uc2a4 \ubc0f \ud5ec\ub968 \uacf5\uae09 \uacc4\uc57d\uc744 \ubb36\ub294 \uae08\uc735 \ud328\ud0a4\uc9c0\uac00 \uc811\uadfc\uc131\uc744 \ud655\ub300\ud558\uae30 \uc704\ud55c \uc704\ud5d8 \uacf5\uc720 \ubaa8\ub378\ub85c \ub4f1\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc219\ub828\ub41c \uacc4\uce21 \uc5d4\uc9c0\ub2c8\uc5b4 \ubd80\uc871: AI \uae30\ubc18 \uac80\uc0ac \ud50c\ub7ab\ud3fc\uc740 \uad11\ud559, \uc7ac\ub8cc \uacfc\ud559 \ubc0f \uba38\uc2e0\ub7ec\ub2dd\uc744 \uc735\ud569\ud55c \uc804\ubb38 \uc9c0\uc2dd\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \ub300\ud559\uc774 \uc804\ubb38\uac00 \uc591\uc131\uc5d0 \ub4a4\ucc98\uc9c0\uba74\uc11c \ud339\uc740 \uc7a5\ube44 \uac80\uc99d\uc5d0 \uc624\ub79c \ucc44\uc6a9 \uae30\uac04\uc744 \uacaa\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0b0\uc5c5 \ucee8\uc18c\uc2dc\uc5c4\uc740 \uac00\uc18d \uc778\uc99d \ud504\ub85c\uadf8\ub7a8\uc744 \uc9c0\uc6d0\ud558\uc9c0\ub9cc, \uaca9\ucc28\ub294 \uc5ec\uc804\ud558\uc5ec \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc6d0\uaca9 \uc9c0\uc6d0\uc774 \ub0b4\uc7a5\ub41c \ud134\ud0a4 \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud5ec\ub968 \ubc0f \ud2b9\uc218 \uac00\uc2a4 \uacf5\uae09\ub9dd \uc704\ud5d8: \ud5ec\ub968 \ubc0f \ud2b9\uc218 \uac00\uc2a4 \uacf5\uae09\ub9dd\uc758 \uc704\ud5d8\uc740 \uc2dc\uc7a5 \ud655\uc7a5\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \uac80\uc0ac\uc758 \ub370\uc774\ud130 \ubcf4\uc548 \ubb38\uc81c: \uaddc\uc81c \uc0b0\uc5c5 \ubc0f \ubc29\uc704 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \uac80\uc0ac\uc5d0 \ub300\ud55c \ub370\uc774\ud130 \ubcf4\uc548 \uc6b0\ub824\uac00 \uc874\uc7ac\ud569\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uce21\uc815 \uc720\ud615\ubcc4: \ubc15\ub9c9 \uacc4\uce21(Thin-film metrology)\uc740 2025\ub144 \uc2dc\uc7a5\uc758 \uc57d 20%\ub97c \ucc28\uc9c0\ud558\uba70 2030\ub144\uae4c\uc9c0 6.2%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 3D NAND\uc758 \uc2a4\ud0dd \ub192\uc774 \uc81c\uc5b4 \ubc0f \uc6d0\uc790\uce35 \uc99d\ucc29(ALD) \ud544\ub984\uc758 \uade0\uc77c\uc131 \uac80\uc0ac\uac00 \uc8fc\uc694 \uc218\uc694\ucc98\uc785\ub2c8\ub2e4. \ub9ac\uc18c\uadf8\ub798\ud53c \uacc4\uce21(Lithography metrology)\uc740 \ubaa8\ub4e0 \ub9ac\uc18c\uadf8\ub798\ud53c \uc140\uc5d0 \ub0b4\uc7a5\ub41c \uc624\ubc84\ub808\uc774 \ubc0f \uc784\uacc4 \uce58\uc218 \ubaa8\ub4c8 \ub355\ubd84\uc5d0 \uc5ec\uc804\ud788 \ub9e4\ucd9c\uc744 \uc8fc\ub3c4\ud569\ub2c8\ub2e4. \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uc73c\ub85c\uc758 \uc804\ud658\uc740 \uace0\ud574\uc0c1\ub3c4 \ud45c\uba74 \ud504\ub85c\ud30c\uc77c\ub9c1 \uc7a5\ube44 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. AI \ubd84\ub958\ub294 \ub808\uc2dc\ud53c \uc124\uc815 \uc2dc\uac04\uc744 20% \ub2e8\ucd95\ud558\uc5ec \ud339 \ucc98\ub9ac\ub7c9\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uc6e8\uc774\ud37c \uac80\uc0ac \ud50c\ub7ab\ud3fc\uc740 \ub2e4\uc911 \uc2a4\ud399\ud2b8\ub7fc \uc870\uba85 \ubc0f \uc804\uc790\ube54 \ubaa8\ub4c8\uc744 \uacf5\uc720 \uc2a4\ud14c\uc774\uc9c0\uc5d0 \ud1b5\ud569\ud558\uc5ec \ub300\uae30 \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \uad50\ucc28 \ubaa8\ub2ec\ub9ac\ud2f0(cross-modality) \uc0c1\uad00 \uad00\uacc4\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. Cognex\uc758 2024\ub144 AI \uae30\ubc18 3D \ube44\uc804 \ucd9c\uc2dc\ub294 \uba38\uc2e0 \ube44\uc804 \uacf5\uae09\uc5c5\uccb4\uac00 \uc804\uacf5\uc815 \ud339\uc73c\ub85c \uc9c4\ucd9c\ud558\uc5ec \uacbd\uc7c1 \uacbd\uacc4\ub97c \ud655\uc7a5\ud588\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uac80\uc0ac, \ud654\ud559\uc801 \uae30\uacc4\uc801 \uc5f0\ub9c8(CMP) \ud6c4 \uacc4\uce21, \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uce21\uc815 \ub4f1 \uae30\ud0c0 \uacf5\uc815 \uc81c\uc5b4 \uc2dc\uc2a4\ud15c\uc740 SiC \ubc0f GaN \uc804\ub825 \uc7a5\uce58\ub97c \ud0d0\uc0c9\ud558\ub294 \ud339\uc744 \ub300\uc0c1\uc73c\ub85c \ud558\ub294 \uace0\uc131\uc7a5 \uc18c\uaddc\ubaa8 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \ud615\uc131\ud569\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220 \ub178\ub4dc\ubcc4: 3nm \ubbf8\ub9cc(sub-3 nm) \uce74\ud14c\uace0\ub9ac\ub294 \uac8c\uc774\ud2b8-\uc62c-\uc5b4\ub77c\uc6b4\ub4dc \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ubc0f \ud6c4\uba74 \uc804\ub825 \uacf5\uae09(backside power delivery)\uc73c\ub85c \uc778\ud574 3\ucc28\uc6d0 \uce21\uc815\uc758 \ubcf5\uc7a1\uc131\uc774 \uc99d\ub300\ub418\uba74\uc11c \ubc18\ub3c4\uccb4 \uacc4\uce21 \ubc0f \uac80\uc0ac \uc2dc\uc2a4\ud15c \uc2dc\uc7a5\uc5d0\uc11c 9.25%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 10-7nm \ub300\uc5ed\uc740 \ubaa8\ubc14\uc77c SoC \ub77c\uc778\uc5d0\uc11c \uc0c1\ub2f9\ud55c \uc8fc\ubb38\uc744 \ud761\uc218\ud558\uba70\uc774\ub294 \ud574\ub2f9 \ub178\ub4dc\uc758 \uc548\uc815\uc801\uc778 \uc218\uc694\uc640 \uc911\uc694\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. 28nm \uc774\uc0c1(28nm and above)\uc758 \uc131\uc219 \ub178\ub4dc\ub294 \uc790\ub3d9\ucc28 \ubc0f \uc0b0\uc5c5\uc6a9 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \uafb8\uc900\ud55c \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 \uc548\uc815\uc801\uc778 \uc131\uc7a5\uc744 \uc9c0\uc18d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c, \ubc18\ub3c4\uccb4 \uacc4\uce21 \ubc0f \uac80\uc0ac \uc2dc\uc7a5\uc740 \uae30\uc220 \ub178\ub4dc\uc758 \ubbf8\uc138\ud654\uc640 \ubcf5\uc7a1\uc131 \uc99d\uac00\uc5d0 \ub530\ub77c \ub354\uc6b1 \uc815\uad50\ud558\uace0 \ud1b5\ud569\ub41c \uc194\ub8e8\uc158\uc744 \uc694\uad6c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: \ud30c\uc6b4\ub4dc\ub9ac\ub294 \ubc18\ub3c4\uccb4 \uacc4\uce21 \ubc0f \uac80\uc0ac \uc2dc\uc2a4\ud15c \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ud070 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \ubd80\ubb38\uc73c\ub85c, 2023\ub144 40% \uc774\uc0c1\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud30c\uc6b4\ub4dc\ub9ac\uac00 \ub2e4\uc591\ud55c \uace0\uac1d\uc744 \uc704\ud574 \ucd5c\ucca8\ub2e8 \uce69\uc744 \uc0dd\uc0b0\ud558\uace0, \uc5c4\uaca9\ud55c \ud488\uc9c8 \uad00\ub9ac \ubc0f \uc218\uc728 \ucd5c\uc801\ud654 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \uad11\ubc94\uc704\ud55c \uacc4\uce21 \ubc0f \uac80\uc0ac \uc7a5\ube44\ub97c \ud544\uc694\ub85c \ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. IDM(\uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5)\uc740 \uc790\uccb4 \uc124\uacc4 \ubc0f \uc81c\uc870 \uacf5\uc815\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc5b4, \ub0b4\ubd80\uc801\uc73c\ub85c \uacc4\uce21 \ubc0f \uac80\uc0ac \uc2dc\uc2a4\ud15c\uc744 \ud65c\uc6a9\ud558\uc5ec \uc0dd\uc0b0 \ud6a8\uc728\uc131\uacfc \uc81c\ud488 \ud488\uc9c8\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4. OSAT(\uc678\uc8fc \ubc18\ub3c4\uccb4 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8) \uae30\uc5c5\uc740 \ud328\ud0a4\uc9d5 \ubc0f \ucd5c\uc885 \ud14c\uc2a4\ud2b8 \ub2e8\uacc4\uc5d0\uc11c \uc815\ubc00\ud55c \uac80\uc0ac \uc194\ub8e8\uc158\uc744 \ud544\uc694\ub85c \ud558\uba70, \uc774\ub294 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud558\ub294 \ub610 \ub2e4\ub978 \uc911\uc694\ud55c \ubd80\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc138\uacc4 \ucd5c\ub300\uc758 \ubc18\ub3c4\uccb4 \uc81c\uc870 \ud5c8\ube0c\ub85c\uc11c \ubc18\ub3c4\uccb4 \uacc4\uce21 \ubc0f \uac80\uc0ac \uc2dc\uc2a4\ud15c \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ud070 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ud55c\uad6d, \ub300\ub9cc, \uc911\uad6d\uc740 \ub300\uaddc\ubaa8 \ud339 \ud22c\uc790\uc640 \ucca8\ub2e8 \uae30\uc220 \uac1c\ubc1c\ub85c \uc778\ud574 \uc774 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd81\ubbf8 \uc9c0\uc5ed\uc740 \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\uc640 \uc5f0\uad6c \uac1c\ubc1c \uc13c\ud130\uac00 \uc9d1\uc911\ub418\uc5b4 \uc788\uc5b4 \ud601\uc2e0\uc801\uc778 \uacc4\uce21 \ubc0f \uac80\uc0ac \uae30\uc220 \uac1c\ubc1c\uc5d0 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uc720\ub7fd\uc740 \uc790\ub3d9\ucc28 \ubc0f \uc0b0\uc5c5\uc6a9 \ubc18\ub3c4\uccb4 \ubd84\uc57c\uc758 \uac15\uc810\uc744 \ubc14\ud0d5\uc73c\ub85c \ud2b9\uc815 \ud2c8\uc0c8\uc2dc\uc7a5\uc5d0\uc11c \uafb8\uc900\ud55c \uc218\uc694\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\ub3c4\uccb4 \uacc4\uce21 \ubc0f \uac80\uc0ac \uc2dc\uc2a4\ud15c \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uacf5\uc815 \uad00\ub9ac\uc758 \ud575\uc2ec \uc694\uc18c\uc778 \ubc18\ub3c4\uccb4 \uacc4\uce21 \ubc0f \uac80\uc0ac \uc2dc\uc2a4\ud15c \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc218\ubc31 \ub2e8\uacc4\uc5d0 \uc774\ub974\ub294 \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \uc81c\uc870 \uacf5\uc815\uc5d0\uc11c \ud2b9\uc815 \uc218\uc728\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \uacc4\uce21 \ubc0f \uac80\uc0ac \uacf5\uc815\uc740 \ud544\uc218\uc801\uc774\uba70, 0.5nm\uc758 \ubbf8\uc138\ud55c \ud3b8\ucc28\ub3c4 \ucca8\ub2e8 \ud2b8\ub79c\uc9c0\uc2a4\ud130\uc758 \uc131\ub2a5\uc744 \uc800\ud574\ud560 \uc218 \uc788\uc5b4 \uc815\ubc00\ud55c \uacc4\uce21\uc740 \uc218\uc728\uacfc \uc7a5\uce58 \uc2e0\ub8b0\uc131\uc744 \uc9c1\uc811\uc801\uc73c\ub85c \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<br \/>\n\ubc18\ub3c4\uccb4 \uacc4\uce21 \ubc0f \uac80\uc0ac \uc2dc\uc2a4\ud15c \uc2dc\uc7a5\uc740 2025\ub144 130\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144\uae4c\uc9c0 169\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 5.4%\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825<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*   7nm \uc774\ud558 \ub178\ub4dc \uc815\ud655\ub3c4\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00<br \/>\n*   3D NAND \ubc0f \ucca8\ub2e8 \uba54\ubaa8\ub9ac \uc0dd\uc0b0 \ud655\ub300<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5<br \/>\n*   \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uacc4\uce21 \uae30\uc220 \ucc44\ud0dd<br \/>\n*   \uc778\uacf5\uc9c0\ub2a5(AI) \uae30\ubc18 \uc778\ub77c\uc778 \ubd84\uc11d\uc744 \ud1b5\ud55c \uc7a5\ube44 \uac00\ub3d9 \uc911\ub2e8 \uc2dc\uac04 \uac10\uc18c<br \/>\n*   \uc800\uacb0\ud568 \uc218\uc728\uc744 \uc704\ud55c \uc9c0\uc18d \uac00\ub2a5\uc131 \uc758\ubb34 \uac15\ud654<\/p>\n<p>3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<br \/>\n*   E-\ube54 \ubc0f EUV \uc7a5\ube44\uc758 \ub192\uc740 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9<br \/>\n*   \uc219\ub828\ub41c \uacc4\uce21 \uc5d4\uc9c0\ub2c8\uc5b4 \ubd80\uc871<br \/>\n*   \ud5ec\ub968 \ubc0f \ud2b9\uc218 \uac00\uc2a4 \uacf5\uae09\ub9dd \uc704\ud5d8<br \/>\n*   \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \uac80\uc0ac \uc2dc\uc2a4\ud15c\uc758 \ub370\uc774\ud130 \ubcf4\uc548 \ubb38\uc81c<\/p>\n<p>4. \uc2dc\uc7a5 \uc138\ubd84\ud654<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \ub2e4\uc591\ud55c \uae30\uc900\uc73c\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<br \/>\n*   \uce21\uc815 \uc720\ud615\ubcc4: \ub9ac\uc18c\uadf8\ub798\ud53c \uacc4\uce21(\uc624\ubc84\ub808\uc774, \uce58\uc218 \uc7a5\ube44, \ub9c8\uc2a4\ud06c \uac80\uc0ac \ubc0f \uacc4\uce21), \uc6e8\uc774\ud37c \uac80\uc0ac, \ubc15\ub9c9 \uacc4\uce21, \uae30\ud0c0 \uacf5\uc815 \uc81c\uc5b4 \uc2dc\uc2a4\ud15c.<br \/>\n*   \uae30\uc220 \ub178\ub4dc\ubcc4: 3nm \ubbf8\ub9cc, 3nm, 5nm, 7nm, 14\/16nm, 28nm, 28nm \ucd08\uacfc.<br \/>\n*   \ubc18\ub3c4\uccb4 \uc7a5\uce58 \uc720\ud615\ubcc4: \ub85c\uc9c1 IC, \uba54\ubaa8\ub9ac IC, \uc544\ub0a0\ub85c\uadf8 \ubc0f \ud63c\ud569 \uc2e0\ud638 IC, \uc804\ub825 \uc7a5\uce58, \uad11\uc804\uc790 \uc7a5\uce58.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uac00\uc804\uc81c\ud488, \ucef4\ud4e8\ud305 \ubc0f \ub370\uc774\ud130 \uc13c\ud130, \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1, \uc0b0\uc5c5, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc0dd\uba85 \uacfc\ud559, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74.<\/p>\n<p>5. \uc8fc\uc694 \uc131\uc7a5 \uc138\uadf8\uba3c\ud2b8 \ubc0f \uc9c0\uc5ed\ubcc4 \uc804\ub9dd<br \/>\n*   \uac00\uc7a5 \ube60\ub978 \ub9e4\ucd9c \uc131\uc7a5\uc744 \ubcf4\uc774\ub294 \uc138\uadf8\uba3c\ud2b8\ub294 \ubc15\ub9c9 \uacc4\uce21(CAGR 6.2%), 3nm \ubbf8\ub9cc \uae30\uc220 \ub178\ub4dc(CAGR 9.25%), \uba54\ubaa8\ub9ac IC \ub77c\uc778(CAGR 8.5%), \ucef4\ud4e8\ud305 \uc13c\ud130 \ucd5c\uc885 \uc0ac\uc6a9(CAGR 7.1%)\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 7.65%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc911\uad6d \ubc0f \uc544\uc138\uc548(ASEAN) \uc9c0\uc5ed\uc758 \uc81c\uc870 \uc774\ub2c8\uc154\ud2f0\ube0c\uc5d0 \ub530\ub978 \ud3ec\uad04\uc801\uc778 \uacc4\uce21 \uc778\ud504\ub77c \uc218\uc694 \uc99d\uac00\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<br \/>\n\uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\ub294 \uc8fc\uc694 \uacf5\uae09\uc5c5\uccb4\ub85c\ub294 KLA Corporation, Applied Materials, ASML Holding N.V. \ub4f1\uc774 \uc788\uc73c\uba70, \uc774\ub4e4\uc740 \ud1b5\ud569 \ud558\ub4dc\uc6e8\uc5b4 \ubc0f AI \uae30\ubc18 \ubd84\uc11d\uc744 \ud1b5\ud574 \ub192\uc740 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Onto Innovation Inc, Thermo Fisher Scientific Inc, Nova Measuring Instruments Ltd. \ub4f1\uc740 \uc804\ubb38\ud654\ub41c \ud50c\ub7ab\ud3fc\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \uc678\uc5d0\ub3c4 Hitachi High-Tech Corporation, Hamamatsu Photonics K.K., Lasertec Corporation \ub4f1 \ub2e4\uc218\uc758 \uae30\uc5c5\ub4e4\uc774 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \uae30\ud0c0 \ubd84\uc11d \ub0b4\uc6a9<br \/>\n\ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, Porter\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d, \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694 \ud3c9\uac00 \ub4f1 \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \ud3ec\ud568\ud558\uace0 \uc788\uc2b5\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-40153","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\/40153"}],"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=40153"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/40153\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=40153"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=40153"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=40153"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}