{"id":40708,"date":"2026-02-13T03:00:12","date_gmt":"2026-02-13T03:00:12","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-etch-equipment-market-mordor\/"},"modified":"2026-03-27T22:03:31","modified_gmt":"2026-03-27T13:03:31","slug":"semiconductor-etch-equipment-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-etch-equipment-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubc18\ub3c4\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/semiconductor-etch-equipment-market_1658127794618_New_Updated__Template_-_RDs_9.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-etch-equipment-market-size-image-1770826090950.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 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5<\/li>\n<li class=\"toc-level-2\">4.3 \uc0b0\uc5c5 \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.4 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.4.1 3nm \ub178\ub4dc \uc774\ud558 \uc7a5\ube44 \uc18c\ud615\ud654<\/li>\n<li class=\"toc-level-3\">4.4.2 \uc911\uad6d \ud30c\uc6b4\ub4dc\ub9ac\uc758 \uae09\uc18d\ud55c \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300<\/li>\n<li class=\"toc-level-3\">4.4.3 GAA(Gate-All-Around) \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.4.4 \uc804\ub825 \uc18c\uc790\uc5d0\uc11c 300mm\uc5d0\uc11c 200mm\ub85c\uc758 \uac1c\uc870 \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.4.5 \ubbf8\uad6d \ubc0f EU \ud339 \ubcf4\uc870\uae08 \uc9c0\ucd9c (CHIPS \ubc95\uc548)<\/li>\n<li class=\"toc-level-3\">4.4.6 \uc774\uc885 \ud1b5\ud569 \ubc0f \uace0\uae09 \ud328\ud0a4\uc9d5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.5 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.5.1 \uba54\ubaa8\ub9ac \ubd80\ubb38\uc758 \uc8fc\uae30\uc801\uc778 \uc124\ube44 \ud22c\uc790 \ubcc0\ub3d9<\/li>\n<li class=\"toc-level-3\">4.5.2 \ud5ec\ub968 \ubc0f \ud76c\uadc0 \uac00\uc2a4 \uacf5\uae09 \uc911\ub2e8<\/li>\n<li class=\"toc-level-3\">4.5.3 \uc7a5\ube44 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9 \uc0c1\uc2b9 \ub300 ROI<\/li>\n<li class=\"toc-level-3\">4.5.4 \uc99d\uac00\ud558\ub294 \uc218\ucd9c \ud1b5\uc81c \uc900\uc218 \ube44\uc6a9<\/li>\n<\/ul>\n<\/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 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.8.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.2 \uad6c\ub9e4\uc790\/\uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.3 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.4 \ub300\uccb4 \uc81c\ud488\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub85c\uc9c1 \/ MPU<\/li>\n<li class=\"toc-level-3\">5.1.2 \uba54\ubaa8\ub9ac<\/li>\n<li class=\"toc-level-3\">5.1.3 \ud30c\uc6b4\ub4dc\ub9ac \uc11c\ube44\uc2a4<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc804\ub825 \ubc0f \uac1c\ubcc4 \uc18c\uc790<\/li>\n<li class=\"toc-level-3\">5.1.5 MEMS \ubc0f \uc13c\uc11c<\/li>\n<li class=\"toc-level-3\">5.1.6 \uace0\uae09 \ud328\ud0a4\uc9d5 \/ HBM<\/li>\n<li class=\"toc-level-3\">5.1.7 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc7a5\ube44 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01\uae30 (RIE)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc720\ub3c4 \uacb0\ud569 \ud50c\ub77c\uc988\ub9c8 (ICP) \uc2dd\uac01\uae30<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc2ec\uce35 RIE (DRIE)<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc2b5\uc2dd \uc2dd\uac01 \uc2dc\uc2a4\ud15c<\/li>\n<li class=\"toc-level-3\">5.2.5 \uace0\uc885\ud6a1\ube44 \uc2dd\uac01 (HARP)<\/li>\n<li class=\"toc-level-3\">5.2.6 \uc6d0\uc790\uce35 \uc2dd\uac01 (ALE)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc2dd\uac01 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uac74\uc2dd \uc2dd\uac01<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc2b5\uc2dd \uc2dd\uac01<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uacf5\uc815 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 FEOL (Front-End-of-Line) \uc2dd\uac01<\/li>\n<li class=\"toc-level-3\">5.4.2 BEOL (Back-End-of-Line) \uc2dd\uac01<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uba55\uc2dc\ucf54<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.5.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \ub0a8\ubbf8 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd\n<ul>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uc720\ub7fd \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ub3d9\ub0a8\uc544\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-4\">5.5.5.1 \uc911\ub3d9\n<ul>\n<li class=\"toc-level-5\">5.5.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.5.5.1.4 \uc911\ub3d9 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.2.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 {(\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \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 Applied Materials, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Lam Research Corp.<\/li>\n<li class=\"toc-level-3\">6.4.3 Tokyo Electron Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.4 Hitachi High-Tech Corp.<\/li>\n<li class=\"toc-level-3\">6.4.5 Plasma-Therm LLC<\/li>\n<li class=\"toc-level-3\">6.4.6 ASM International N.V.<\/li>\n<li class=\"toc-level-3\">6.4.7 NAURA Technology Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 Oxford Instruments Plasma Technology Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 SPTS Technologies Ltd. (KLA)<\/li>\n<li class=\"toc-level-3\">6.4.10 ULVAC, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 Veeco Instruments Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 SAMCO Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Advanced Micro-Fabrication Equipment Inc. (AMEC)<\/li>\n<li class=\"toc-level-3\">6.4.14 Mattson Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 GlobalFoundries Inc. (\uc790\uccb4 \uac1c\ubc1c \ub3c4\uad6c)<\/li>\n<li class=\"toc-level-3\">6.4.16 Suzhou Ruidow Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.17 PVA TePla AG<\/li>\n<li class=\"toc-level-3\">6.4.18 CORIAL SAS<\/li>\n<li class=\"toc-level-3\">6.4.19 Trion Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 Tescan Orsay Holding a.s.<\/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 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>1. \uc11c\ub860 \ubc0f \uc2dc\uc7a5 \uac1c\uc694<br \/>\n\ubc18\ub3c4\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc740 2025\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uacac\uace0\ud55c \uc131\uc7a5\uc138\ub97c \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. Mordor Intelligence\uc758 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uc774 \uc2dc\uc7a5\uc740 \ucca8\ub2e8 \uacf5\uc815 \ub178\ub4dc\uc758 \uc9c0\uc18d\uc801\uc778 \ud22c\uc790, GAA(Gate-All-Around) \ud2b8\ub79c\uc9c0\uc2a4\ud130\uc758 \ud655\uc0b0, \uadf8\ub9ac\uace0 \uc774\uc885 \uc9d1\uc801(Heterogeneous Integration) \uae30\uc220\uc758 \uad11\ubc94\uc704\ud55c \ub3c4\uc785\uc5d0 \ud798\uc785\uc5b4 \uc0c1\ub2f9\ud55c \ubc1c\uc804\uc744 \uc774\ub8f0 \uac83\uc785\ub2c8\ub2e4. \uc778\uacf5\uc9c0\ub2a5(AI) \uc6cc\ud06c\ub85c\ub4dc \uc99d\uac00, \uc804\uae30\ucc28 \uc0dd\uc0b0 \ud655\ub300, \uac01\uad6d\uc758 \ubcf4\uc870\uae08 \ud504\ub85c\uadf8\ub7a8 \ub4f1\uc774 \uc7a5\ube44 \uc124\uce58 \uae30\ubc18\uc744 \ud655\ub300\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc73c\uba70, \ud5ec\ub968 \ubd80\uc871 \ubc0f \uc218\ucd9c \ud1b5\uc81c \uaddc\uc815\uc740 \ud22c\uc790 \uc2dc\uae30\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8\ub294 2025\ub144 254\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 273\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 394\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 7.60%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc138\ub97c \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778<br \/>\n\ubc18\ub3c4\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n*   3nm \uc774\ud558 \ub178\ub4dc \uc7a5\ube44 \ubbf8\uc138\ud654 (+2.10% CAGR \uc601\ud5a5): \ub85c\uc9c1 \uae30\ud558\ud559\uc801 \uad6c\uc870\uac00 \ucd95\uc18c\ub428\uc5d0 \ub530\ub77c \uc6d0\uc790 \uc218\uc900\uc758 \uce58\uc218 \uc81c\uc5b4\uc640 \ud50c\ub77c\uc988\ub9c8 \uc720\ub3c4 \uc190\uc0c1 \ucd5c\uc18c\ud654\uac00 \uac00\ub2a5\ud55c \uc2dd\uac01 \uc7a5\ube44\uc758 \ucc44\ud0dd\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc0bc\uc131\uc758 3nm GAA \uc7a5\uce58 \uc591\uc0b0\uacfc TSMC\uc758 N2 \uacf5\uc815 \uc778\uc99d\uc740 \uc6d0\uc790\uce35 \uc2dd\uac01(Atomic Layer Etch, ALE) \ucc54\ubc84\uc5d0 \ub300\ud55c \uc989\uac01\uc801\uc778 \uc218\uc694\ub97c \uc99d\ud3ed\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d \ud30c\uc6b4\ub4dc\ub9ac\uc758 \uae09\uaca9\ud55c \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300 (+1.80% CAGR \uc601\ud5a5): 2024\ub144 \uc911\uad6d \ub85c\uc9c1 \ubc0f \ud2b9\uc218 \ud30c\uc6b4\ub4dc\ub9ac\ub294 \uc804 \uc138\uacc4 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\uc124\uc758 \uc57d 15%\uc5d0 \ud574\ub2f9\ud558\ub294 \uc6d4 20\ub9cc \uc7a5\uc758 \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc815\ubd80\uc758 \ud22c\uc790\uc640 \uc720\ub9ac\ud55c \ud1a0\uc9c0 \uc784\ub300 \uc815\ucc45, \uadf8\ub9ac\uace0 \uc218\ucd9c \ud5c8\uac00 \ubd88\ud655\uc2e4\uc131\uc5d0 \ub300\ud55c \uc120\uc81c\uc801 \ub300\uc751\uc774 \uc774\ub7ec\ud55c \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   GAA(Gate-All-Around) \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub85c\uc758 \uc804\ud658 (+1.60% CAGR \uc601\ud5a5): GAA \uc544\ud0a4\ud14d\ucc98\ub294 \ud540 \uad6c\uc870\ub97c \uc2a4\ud0dd\ud615 \ub098\ub178\uc2dc\ud2b8\ub85c \ub300\uccb4\ud558\uc5ec, \uc7a5\uce58\ub2f9 \uc774\ubc29\uc131 \uc2dd\uac01 \uacf5\uc815 \ud69f\uc218\ub97c \ub450\uc138 \ubc30 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uac01 \ub098\ub178\uc2dc\ud2b8\ub294 \uc778\uc811 \ucc44\ub110\uc744 \uce68\uc2dd\ud558\uc9c0 \uc54a\uc73c\uba74\uc11c \ud76c\uc0dd\uce35\uc744 \uc120\ud0dd\uc801\uc73c\ub85c \uc81c\uac70\ud574\uc57c \ud558\ubbc0\ub85c, \uc11c\ube0c \uc639\uc2a4\ud2b8\ub86c(sub-angstrom) \uc218\uc900\uc758 \uc815\ubc00\ub3c4\uac00 \uc694\uad6c\ub429\ub2c8\ub2e4.<br \/>\n*   \uc804\ub825 \uc7a5\uce58 \ubd84\uc57c\uc758 300mm-200mm \uac1c\uc870 \uc218\uc694 (+1.20% CAGR \uc601\ud5a5): \uc790\ub3d9\ucc28 \uc804\ub3d9\ud654\ub85c \uc778\ud574 \ucc28\ub7c9\ub2f9 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \ubc0f \uac08\ub968 \ub098\uc774\ud2b8\ub77c\uc774\ub4dc(GaN) \ud568\ub7c9\uc774 \ud06c\uac8c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub300\ubd80\ubd84\uc758 SiC \ub77c\uc778\uc774 \uc5ec\uc804\ud788 150mm \ub610\ub294 200mm \uc6e8\uc774\ud37c\ub97c \uc0ac\uc6a9\ud558\ubbc0\ub85c, \ud339\ub4e4\uc740 \uc789\uc5ec 300mm \uc720\ub3c4 \uacb0\ud569 \ud50c\ub77c\uc988\ub9c8(ICP) \uc7a5\ube44\ub97c \uc18c\ud615 \ud50c\ub808\uc774\ud2b8\uc640 \uace0\uc628 \uc804\uadf9 \ub77c\uc774\ub108\ub85c \uac1c\uc870\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubbf8\uad6d \ubc0f EU\uc758 \ud339 \ubcf4\uc870\uae08 \uc9c0\ucd9c (CHIPS Act) (+0.90% CAGR \uc601\ud5a5): CHIPS Act\uc640 \uac19\uc740 \uc815\ubd80 \ubcf4\uc870\uae08\uc740 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \ud339 \ud504\ub85c\uc81d\ud2b8\ub97c \ucd09\uc9c4\ud558\uc5ec \ubc18\ub3c4\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \uc9c0\ub9ac\uc801 \ubd84\ud3ec\ub97c \ub2e4\ubcc0\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc774\uc885 \uc9d1\uc801 \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5 (+0.80% CAGR \uc601\ud5a5): \ub370\uc774\ud130 \uc13c\ud130 \uc6b4\uc601\uc790\ub4e4\uc774 \ub354 \ub192\uc740 \ub300\uc5ed\ud3ed\uacfc \ud5a5\uc0c1\ub41c \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc744 \uc694\uad6c\ud568\uc5d0 \ub530\ub77c, \uc774\uc885 \uc9d1\uc801 \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ub77c\uc778\uc774 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uba54\ubaa8\ub9ac \ubd80\ubb38\uc758 \uc8fc\uae30\uc801\uc778 \uc124\ube44 \ud22c\uc790 \ubcc0\ub3d9 (-1.40% CAGR \uc601\ud5a5): \uba54\ubaa8\ub9ac \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uacfc\uc789 \uc0dd\uc0b0\uc744 \uc870\uc808\ud558\uae30 \uc704\ud574 \uc8fc\uae30\uc801\uc73c\ub85c \uc7a5\ube44 \uc608\uc0b0\uc744 \uc0ad\uac10\ud569\ub2c8\ub2e4. 3D NAND \uc2a4\ud0dd\uc740 200\uac1c \uc774\uc0c1\uc758 \uc2dd\uac01 \uacf5\uc815\uc744 \ud544\uc694\ub85c \ud558\ubbc0\ub85c, \uc774\ub7ec\ud55c \ud22c\uc790 \uc911\ub2e8\uc740 \uc2dd\uac01 \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\uc758 \ub9e4\ucd9c\uc5d0 \ubd88\uade0\ud615\uc801\uc73c\ub85c \ud070 \uc601\ud5a5\uc744 \ubbf8 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   \ud5ec\ub968 \ubc0f \ud76c\uadc0 \uac00\uc2a4 \uacf5\uae09 \ucc28\uc9c8 (-0.80% CAGR \uc601\ud5a5): \uace0\ubc00\ub3c4 \ud50c\ub77c\uc988\ub9c8 \uacf5\uc815\uc5d0\uc11c \uc6e8\uc774\ud37c \ud6c4\uba74 \ub0c9\uac01\uc5d0 \ud544\uc218\uc801\uc778 \ud5ec\ub968 \uacf5\uae09\uc774 \ubd88\uc548\uc815\ud574\uc9c0\uba74\uc11c \uc2dc\uc7a5 \uac00\uaca9\uc774 \uae09\ub4f1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc7a5\ube44 \uc5c5\uadf8\ub808\uc774\ub4dc\ub97c \uc9c0\uc5f0\uc2dc\ud0a4\uace0 \ud310\ub9e4 \uc8fc\uae30\ub97c \ub298\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc7a5\ube44 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9 \uc0c1\uc2b9 \ub300\ube44 ROI \uc800\ud558 (-0.60% CAGR \uc601\ud5a5): \ucca8\ub2e8 \uc2dd\uac01 \uc7a5\ube44\uc758 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9\uc774 \uc0c1\uc2b9\ud558\uba74\uc11c, \ud2b9\ud788 \uc18c\uaddc\ubaa8 \ud30c\uc6b4\ub4dc\ub9ac\uc758 \uacbd\uc6b0 \ud22c\uc790 \uc218\uc775\ub960(ROI)\uc5d0 \ub300\ud55c \ubd80\ub2f4\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc218\ucd9c \ud1b5\uc81c \uaddc\uc815 \uc900\uc218 \ube44\uc6a9 \uc99d\uac00 (-0.50% CAGR \uc601\ud5a5): \uc911\uad6d\uc744 \ub300\uc0c1\uc73c\ub85c \ud558\ub294 \uc218\ucd9c \ud1b5\uc81c \uaddc\uc815\uc740 \uc804 \uc138\uacc4\uc801\uc778 \uaddc\uc815 \uc900\uc218 \ubd80\ub2f4\uc744 \uac00\uc911\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\uc758 \uc6b4\uc601 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>4.1. \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4 \ubd84\uc11d<br \/>\n*   \ub85c\uc9c1 \ubc0f \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c(MPU): 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 36.65%\ub97c \ucc28\uc9c0\ud558\uba70, 3nm \uc774\ud558 \uad6c\uc870\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc804\ud658\ud558\uba74\uc11c \uc2dc\uc7a5\uc758 \uc8fc\ub3c4\uad8c\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc18d\uc801\uc778 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \ub370\uc774\ud130 \uc13c\ud130 \uad50\uccb4 \uc8fc\uae30\uc640 \uc790\ub3d9\ucc28 \uc790\uc728 \uc8fc\ud589\uc6a9 \ud63c\ud569 \uc2e0\ud638 \uce69\uc774 \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubc0f \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM): 2031\ub144\uae4c\uc9c0 8.79%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, AI \uac00\uc18d\uae30\uac00 \ub85c\uc9c1 \ub2e4\uc774\uc640 \uc2a4\ud0dd\ud615 DRAM\uc744 \uacb0\ud569\ud568\uc5d0 \ub530\ub77c \uc218\uc694\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC\ub294 2025\ub144 \ub9d0\uae4c\uc9c0 CoWoS \ud328\ud0a4\uc9d5 \uc0dd\uc0b0\ub7c9\uc744 \uc6d4 65,000\uc7a5\uc73c\ub85c \ud655\ub300\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4.<\/p>\n<p>4.2. \uc7a5\ube44 \uc720\ud615\ubcc4 \ubd84\uc11d<br \/>\n*   \uc720\ub3c4 \uacb0\ud569 \ud50c\ub77c\uc988\ub9c8(ICP) \uc7a5\ube44: 2025\ub144 \ub9e4\ucd9c\uc758 33.25%\ub97c \ucc28\uc9c0\ud558\uba70, \ub2e4\uc591\ud55c \ud654\ud559 \ubb3c\uc9c8\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 \uc720\uc5f0\uc131\uc73c\ub85c \ub300\ub7c9 \uc0dd\uc0b0 \ud339\uc758 \ud575\uc2ec \uc7a5\ube44\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6d0\uc790\uce35 \uc2dd\uac01(ALE) \uc2dc\uc2a4\ud15c: 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 9.01%\uc758 CAGR\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc639\uc2a4\ud2b8\ub86c(angstrom) \uc218\uc900\uc758 \uc815\ubc00 \uc81c\uc5b4\uac00 \uac00\ub2a5\ud558\uc5ec \ucca8\ub2e8 \ub178\ub4dc\uc5d0\uc11c \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<br \/>\n*   \ub525 RIE(Deep RIE): MEMS \ubc0f TSV(Through-Silicon-Via)\uc640 \uac19\uc740 \ud2b9\uc218 \ubd84\uc57c\uc5d0\uc11c \ub192\uc740 \ub9c8\uc9c4\uc744 \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<br \/>\n*   \uc2b5\uc2dd \uc2dd\uac01 \uc2dc\uc2a4\ud15c: \ub4f1\ubc29\uc131 \uc138\ucc99 \ubc0f \uc0ac\uc804 \ubcf8\ub529 \ud45c\uba74 \uc900\ube44\uc5d0 \uc0ac\uc6a9\ub418\uc9c0\ub9cc, \ud50c\ub77c\uc988\ub9c8 \ud654\ud559 \uae30\uc220\uc774 \ubc1c\uc804\ud568\uc5d0 \ub530\ub77c \uc810\uc720\uc728\uc774 \uac10\uc18c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4.3. \uc2dd\uac01 \uae30\uc220\ubcc4 \ubd84\uc11d<br \/>\n*   \uac74\uc2dd \uc2dd\uac01: 2025\ub144 \uc804 \uc138\uacc4 \uc9c0\ucd9c\uc758 67.90%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 10.35%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc815\ubc00\ud558\uace0 \uc218\uc9c1\uc801\uc778 \ud504\ub85c\ud30c\uc77c \uad6c\ud604\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ud384\uc2a4 \ubc14\uc774\uc5b4\uc2a4 \ubc29\uc2dd, \uadf9\uc800\uc628 \uc6e8\uc774\ud37c \uc2a4\ud14c\uc774\uc9c0, \uc2e4\uc2dc\uac04 \uc885\uc810 \uac10\uc9c0\uae30 \ub4f1\uc758 \uae30\uc220 \ubc1c\uc804\uc774 \ub77c\uc778 \uc5d0\uc9c0 \uac70\uce60\uae30\ub97c \uc904\uc774\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2b5\uc2dd \uc2dd\uac01: TSV \ub178\ucd9c \ubc0f \uc6e8\uc774\ud37c \ubc15\ub9c9\ud654\uc640 \uac19\uc774 \uc804\uc5ed\uc801\uc778 \uc7ac\ub8cc \uc81c\uac70\uac00 \ud544\uc694\ud55c \ud2b9\uc815 \uacf5\uc815\uc5d0\uc11c \uc0ac\uc6a9\ub418\uc9c0\ub9cc, \uc0c1\ub300\uc801\uc778 \ube44\uc911\uc740 \uacc4\uc18d \uc904\uc5b4\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4.4. \uacf5\uc815 \uc720\ud615\ubcc4 \ubd84\uc11d<br \/>\n*   FEOL(Front-End-Of-Line) \uc2dd\uac01: 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 62.05%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc131\ub2a5\uc744 \uacb0\uc815\ud558\ub294 \uac8c\uc774\ud2b8 \uc2a4\ud0dd, \uc2a4\ud398\uc774\uc11c, \uc811\uc810 \ud615\uc131 \ub4f1 \uac00\uc7a5 \uc5c4\uaca9\ud55c \uce58\uc218 \uacf5\ucc28\uac00 \uc694\uad6c\ub418\ub294 \uacf5\uc815\uc785\ub2c8\ub2e4. GAA \uacf5\uc815\uc73c\ub85c\uc758 \uc804\ud658\uc740 \uc2dd\uac01 \uacf5\uc815 \ud69f\uc218\ub97c \ub450 \ubc30 \uc774\uc0c1 \uc99d\uac00\uc2dc\ucf1c ALE \uc81c\uc5b4 \ud654\ud559 \ubb3c\uc9c8\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\ud3ed\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   BEOL(Back-End-Of-Line) \uc2dd\uac01: 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 11.42%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc8fc\ub85c \uc0c1\ud638 \uc5f0\uacb0 \uae08\uc18d \ubc0f \uc720\uc804\uccb4 \uc99d\ucc29\uc5d0 \uc911\uc810\uc744 \ub450\uba70, \ucc98\ub9ac\ub7c9\uacfc \ub808\uc774\uc5b4\ub2f9 \ube44\uc6a9 \ud6a8\uc728\uc131\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc740 \uc2e4\ub9ac\ucf58 \uc778\ud130\ud3ec\uc800 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \ub2e4\uc774\uc5d0 FEOL \uc218\uc900\uc758 \uc815\ubc00\ub3c4\ub97c \uc694\uad6c\ud558\uba70 \uacbd\uacc4\ub97c \ubaa8\ud638\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c\uc758 70.85%\ub97c \ucc28\uc9c0\ud558\uba70, \ub300\ub9cc, \ud55c\uad6d, \uc911\uad6d \ubcf8\ud1a0\uc758 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\uc124\uc5d0 \ud798\uc785\uc5b4 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC\uc758 CoWoS \ud655\uc7a5\uacfc \uc0bc\uc131, SK\ud558\uc774\ub2c9\uc2a4\uc758 DRAM \ubc0f NAND \uc0dd\uc0b0\uc740 \ub9c9\ub300\ud55c \uc2dd\uac01 \uc7a5\ube44 \uc218\uc694\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4. NAURA\uc640 \uac19\uc740 \uc911\uad6d \uad6d\ub0b4 \uacf5\uae09\uc5c5\uccb4\ub4e4\ub3c4 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: CHIPS Act \uc778\uc13c\ud2f0\ube0c(500\uc5b5 \ub2ec\ub7ec \uc774\uc0c1)\uc5d0 \ud798\uc785\uc5b4 \uc778\ud154\uc758 \uc624\ud558\uc774\uc624 \uacf5\uc7a5 \uac74\uc124 \ubc0f TSMC\uc758 \uc560\ub9ac\uc870\ub098 \uacf5\uc7a5 \ud504\ub85c\uc81d\ud2b8\uac00 \ub300\uaddc\ubaa8 \ub2e4\uc911 \ucc54\ubc84 \uc2dd\uac01 \uc7a5\ube44 \uc8fc\ubb38\uc744 \uc720\uce58\ud558\uba70 \uc544\uc2dc\uc544 \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc720\ub7fd CHIPS Act \uc790\uae08 \uc9c0\uc6d0\uc73c\ub85c \ub3c5\uc77c, \ud504\ub791\uc2a4, \uc544\uc77c\ub79c\ub4dc\uc5d0\uc11c \ud504\ub85c\uc81d\ud2b8\uac00 \uc9c4\ud589\ub418\uc5b4 \uc7a5\ube44 \ucd9c\ud558\ub7c9 \uc99d\uac00\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: 2031\ub144\uae4c\uc9c0 10.74%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 NEOM \ucea0\ud37c\uc2a4 \ubc0f \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8\uc758 \ud074\ub9b0\ub8f8 \ud504\ub85c\uadf8\ub7a8 \ub4f1 \uc815\ubd80\uc758 \uc804\ub7b5\uc801 \uc790\uc728\uc131 \ud655\ubcf4 \ub178\ub825\uc774 \ud134\ud0a4 \uc2dd\uac01 \ubaa8\ub4c8 \uc218\uc785\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<br \/>\n\ubc18\ub3c4\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc740 Applied Materials, Lam Research, Tokyo Electron\uc774 2024\ub144 \ub9e4\ucd9c\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\uba70 \ub192\uc740 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc5c5\uc740 AI \uc8fc\ub3c4 \uc218\uc694\uc640 \uc7a5\ube44 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9 \uc0c1\uc2b9\uc5d0 \ud798\uc785\uc5b4 \uacac\uace0\ud55c \uc2e4\uc801\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub4e4\uc758 \uaddc\ubaa8\ub294 \uc18c\uaddc\ubaa8 \uacbd\uc7c1\uc5c5\uccb4\uac00 \ub530\ub77c\uc7a1\uae30 \uc5b4\ub824\uc6b4 \ub2e4\uc911 \uc0ac\uc774\ud2b8 \ubd80\ud488 \ucc3d\uace0 \ubc0f \ucc54\ubc84 \ub0b4 \uc13c\uc11c R&#038;D\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc218\ucd9c \ud1b5\uc81c \uaddc\uc815\uc740 \uc2dc\uc7a5\uc5d0 \ubcf5\uc7a1\uc131\uc744 \ub354\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \uaddc\uc815\uc740 \ud2b9\uc815 \uc911\uad6d \ud339\uc5d0 \ub300\ud55c \ucca8\ub2e8 \uc7a5\ube44 \uc120\uc801\uc744 \uc81c\ud55c\ud558\uc5ec, \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uaddc\uc81c \uc900\uc218 \ubc84\uc804\uc744 \uac1c\ubc1c\ud558\uac8c \ub9cc\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ud0a4\uc9c0\ub9cc, \ub3d9\uc2dc\uc5d0 \uc0c8\ub85c\uc6b4 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \uad6c\ucd95\ud558\ub294 \ud6a8\uacfc\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. NAURA \ubc0f Advanced Micro-Fabrication Equipment\uc640 \uac19\uc740 \uc911\uad6d \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc815\ubd80 \ubcf4\uc870\uae08\uacfc \ud604\uc9c0\ud654\ub41c \uc11c\ube44\uc2a4 \ub124\ud2b8\uc6cc\ud06c\ub97c \ud65c\uc6a9\ud558\uc5ec 28nm \uc774\uc0c1 \uacf5\uc815 \uc7a5\ube44 \uc2dc\uc7a5\uc5d0\uc11c \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc774\ub4e4 \uae30\uc5c5\uc740 \uc5ec\uc804\ud788 \ucca8\ub2e8 \uae30\uc220 \ub178\ub4dc\uc5d0\uc11c\ub294 \uc120\ub450 \uae30\uc5c5\ub4e4\uacfc \uc0c1\ub2f9\ud55c \uae30\uc220 \uaca9\ucc28\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uc911\uad6d \uc815\ubd80\uc758 \uac15\ub825\ud55c \uc9c0\uc6d0\uacfc \uad6d\ub0b4 \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4, \uc774\ub4e4 \uae30\uc5c5\uc740 \uc911\uc7a5\uae30\uc801\uc73c\ub85c \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0\uc11c \ub354\uc6b1 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788, \uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc774 \uace0\uc870\ub418\uba74\uc11c \uac01\uad6d \uc815\ubd80\ub294 \uc790\uad6d \ub0b4 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \uac15\ud654\ub97c \ucd94\uc9c4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ud604\uc9c0 \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc5d0\uac8c \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \uc2dc\uc7a5 \uc804\ub9dd<br \/>\n\ubc18\ub3c4\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc740 AI, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC), 5G \uae30\uc220\uc758 \ubc1c\uc804\uc73c\ub85c \uc778\ud574 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788, AI \uce69 \uc0dd\uc0b0\uc744 \uc704\ud55c \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubc0f 3D NAND \uae30\uc220\uc758 \uc218\uc694 \uc99d\uac00\ub294 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud560 \uc8fc\uc694 \uc694\uc778\uc785\ub2c8\ub2e4. \ub610\ud55c, \uc6e8\uc774\ud37c \ud06c\uae30 \uc99d\uac00\uc640 \ubbf8\uc138 \uacf5\uc815 \uc804\ud658\uc740 \ub354\uc6b1 \uc815\uad50\ud558\uace0 \ud6a8\uc728\uc801\uc778 \uc2dd\uac01 \uc194\ub8e8\uc158\uc5d0 \ub300\ud55c \ud544\uc694\uc131\uc744 \uc99d\ub300\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc815\ud559\uc801 \uc694\uc778\uacfc \uacf5\uae09\ub9dd \uc7ac\ud3b8 \ub178\ub825\uc740 \uc2dc\uc7a5\uc5d0 \ubcf5\ud569\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac83\uc785\ub2c8\ub2e4. \uac01\uad6d \uc815\ubd80\ub294 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uc790\uad6d \ub0b4 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac15\ud654\ud558\uae30 \uc704\ud574 \ub9c9\ub300\ud55c \ud22c\uc790\ub97c \uc9c4\ud589\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc0c8\ub85c\uc6b4 \ud339 \uac74\uc124 \ubc0f \uae30\uc874 \ud339 \ud655\uc7a5\uc744 \ucd09\uc9c4\ud558\uc5ec \uc7a5\ube44 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0, \uc218\ucd9c \ud1b5\uc81c \ubc0f \ubb34\uc5ed \uc7a5\ubcbd\uc740 \ud2b9\uc815 \uc9c0\uc5ed\uc5d0\uc11c\uc758 \uc2dc\uc7a5 \uc811\uadfc\uc131\uc744 \uc81c\ud55c\ud558\uace0, \ud604\uc9c0 \uacf5\uae09\uc5c5\uccb4\uc758 \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc7a5\uae30\uc801\uc73c\ub85c\ub294 \uae30\uc220 \ud601\uc2e0\uc774 \uc2dc\uc7a5\uc758 \ud575\uc2ec \ub3d9\ub825\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4. \uac74\uc2dd \uc2dd\uac01 \uae30\uc220\uc758 \ubc1c\uc804, \ud2b9\ud788 \uc6d0\uc790\uce35 \uc2dd\uac01(ALE) \ubc0f \uc6d0\uc790\uce35 \uc99d\ucc29(ALD) \uae30\uc220\uc758 \ud1b5\ud569\uc740 \ucc28\uc138\ub300 \ubc18\ub3c4\uccb4 \uc18c\uc790 \uc81c\uc870\uc5d0 \ud544\uc218\uc801\uc778 \uc694\uc18c\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220\uc740 \ub354\uc6b1 \ubbf8\uc138\ud558\uace0 \ubcf5\uc7a1\ud55c \uad6c\uc870\ub97c \uc815\ubc00\ud558\uac8c \uad6c\ud604\ud560 \uc218 \uc788\uac8c \ud558\uc5ec, \ubc18\ub3c4\uccb4 \uc131\ub2a5 \ud5a5\uc0c1\uc5d0 \uae30\uc5ec\ud560 \uac83\uc785\ub2c8\ub2e4. \ub610\ud55c, \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc0dd\uc0b0\uc131 \ud5a5\uc0c1, \ube44\uc6a9 \uc808\uac10, \uadf8\ub9ac\uace0 \ud658\uacbd \uce5c\ud654\uc801\uc778 \uc194\ub8e8\uc158 \uac1c\ubc1c\uc5d0 \uc9c0\uc18d\uc801\uc73c\ub85c \ud22c\uc790\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uae30\ud310\uc758 \ud2b9\uc815 \uc7ac\ub8cc\ub97c \uc120\ud0dd\uc801\uc73c\ub85c \uc81c\uac70\ud558\uc5ec \ud328\ud134\uc744 \ud615\uc131\ud558\ub294 \ubc18\ub3c4\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc744 \ud3ec\uad04\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uc815\uc758, \uc5f0\uad6c \ubc29\ubc95\ub860, \uc8fc\uc694 \uac00\uc815 \ubc0f \ubc94\uc704\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ud658\uacbd \ubd84\uc11d\uc740 \uac70\uc2dc \uacbd\uc81c \uc694\uc778, \uc0b0\uc5c5 \uacf5\uae09\ub9dd, \uaddc\uc81c \ubc0f \uae30\uc220 \uc804\ub9dd\uc744 \ud3ec\ud568\ud55c \uc8fc\uc694 \ub3d9\uc778\uacfc \uc81c\uc57d \uc694\uc778\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4. \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c\ub294 3nm \uc774\ud558 \ub178\ub4dc \uc7a5\ube44 \uc18c\ud615\ud654, \uc911\uad6d \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300, GAA(Gate-All-Around) \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc804\ud658, \uc804\ub825 \uc18c\uc790 300mm-200mm \uac1c\uc870 \uc218\uc694, \ubbf8\uad6d \ubc0f EU \ubc18\ub3c4\uccb4 \ubcf4\uc870\uae08(CHIPS Act), \uc774\uc885 \ud1b5\ud569 \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220 \ubc1c\uc804\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \uba54\ubaa8\ub9ac \ubd80\ubb38 \uc8fc\uae30\uc801 \uc124\ube44 \ud22c\uc790 \ubcc0\ub3d9, \ud5ec\ub968 \ubc0f \ud76c\uadc0 \uac00\uc2a4 \uacf5\uae09 \ucc28\uc9c8, \uc7a5\ube44 ASP(\ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9) \uc0c1\uc2b9 \ub300\ube44 ROI(\ud22c\uc790 \uc218\uc775\ub960) \ud558\ub77d, \uc218\ucd9c \ud1b5\uc81c \uaddc\uc815 \uc900\uc218 \ube44\uc6a9 \uc99d\uac00 \ub4f1\uc774 \uc9c0\ubaa9\ub429\ub2c8\ub2e4. \ud2b9\ud788, \uba54\ubaa8\ub9ac \ubd80\ubb38 \uc9c0\ucd9c \uac10\uc18c\ub294 \ub2e8\uae30\uc801\uc73c\ub85c \uc2dd\uac01 \uc7a5\ube44 \uc8fc\ubb38\uc744 20% \uc774\uc0c1 \uac10\uc18c\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc740 \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ub85c\uc9c1\/MPU, \uba54\ubaa8\ub9ac, \ud30c\uc6b4\ub4dc\ub9ac \uc11c\ube44\uc2a4, \uc804\ub825 \ubc0f \uac1c\ubcc4 \uc18c\uc790, MEMS \ubc0f \uc13c\uc11c, \ucca8\ub2e8 \ud328\ud0a4\uc9d5\/HBM \ub4f1), \uc7a5\ube44 \uc720\ud615(RIE, ICP, DRIE, \uc2b5\uc2dd, HARP, ALE \ub4f1), \uc2dd\uac01 \uae30\uc220(\uac74\uc2dd, \uc2b5\uc2dd), \uacf5\uc815 \uc720\ud615(FEOL, BEOL), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \ub4f1) \ub4f1 \ub2e4\uc591\ud55c \uae30\uc900\uc73c\ub85c \uc138\ubd84\ud654 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \uc804 \uc138\uacc4 \ubc18\ub3c4\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 394\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub3c4\ub2ec\ud558\uba70, 2026\ub144\ubd80\ud130 \uc5f0\ud3c9\uade0 7.60% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2025\ub144\uc5d0\ub294 \ub85c\uc9c1\/MPU \ud339\uc774 \uc2dd\uac01 \uc7a5\ube44 \uc9c0\ucd9c\uc744 \uc8fc\ub3c4\ud558\uc5ec \uc804\uccb4 \ub9e4\ucd9c\uc758 36.65%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, 3nm \uc774\ud558 \ub178\ub4dc\uc5d0 \ud544\uc694\ud55c \uc6d0\uc790 \ub2e8\uc704 \uc815\ubc00\ub3c4\ub97c \uc81c\uacf5\ud558\ub294 \uc6d0\uc790\uce35 \uc2dd\uac01(ALE) \uc2dc\uc2a4\ud15c\uc740 2031\ub144\uae4c\uc9c0 9.01%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544-\ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \ub300\ub9cc, \ud55c\uad6d, \uc911\uad6d\uc5d0 \ubc00\uc9d1\ub41c \ud339 \uc0dd\uc0b0 \ub2a5\ub825 \ub355\ubd84\uc5d0 2025\ub144 \ub9e4\ucd9c\uc758 70.85%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5 \uc218\uc694\ub97c \uc555\ub3c4\uc801\uc73c\ub85c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5 \uc804\ub7b5 \ubc0f \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ub2e4\ub8f9\ub2c8\ub2e4. Applied Materials, Lam Research, Tokyo Electron \uc138 \ud68c\uc0ac\uac00 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 \uc57d 75%\ub97c \uc810\uc720\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uba70, Hitachi High-Tech, Plasma-Therm, ASM International \ub4f1 \ub2e4\uc218\uc758 \uae30\uc5c5\uc774 \uacbd\uc7c1\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-40708","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\/40708"}],"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=40708"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/40708\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=40708"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=40708"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=40708"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}