{"id":45650,"date":"2026-02-18T23:23:20","date_gmt":"2026-02-18T23:23:20","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/server-microprocessor-market-mordor\/"},"modified":"2026-09-25T00:40:17","modified_gmt":"2026-09-24T15:40:17","slug":"server-microprocessor-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/server-microprocessor-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc11c\ubc84 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \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\/server-microprocessor-market-1768675328056-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\/server-microprocessor-market-size-image-1768796031810.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 \uace0\uc131\ub2a5, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 CPU\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc804 \uc138\uacc4 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \ud655\uc7a5<\/li>\n<li class=\"toc-level-3\">4.2.3 \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 AI\/ML \uc6cc\ud06c\ub85c\ub4dc \ud655\uc0b0<\/li>\n<li class=\"toc-level-3\">4.2.4 5G \uae30\ubc18 \uc5e3\uc9c0 \ucef4\ud4e8\ud305 \ub3c4\uc785<\/li>\n<li class=\"toc-level-3\">4.2.5 \uce69\ub81b \uae30\ubc18 \ubaa8\ub4c8\ud615 \uc124\uacc4 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc8fc\uad8c \ud504\ub85c\uadf8\ub7a8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.3.1 \uc628\ud504\ub808\ubbf8\uc2a4 \uae30\uc5c5 \uc11c\ubc84 \uc608\uc0b0 \uac10\uc18c<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc9c0\uc18d\uc801\uc778 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \uc911\ub2e8<\/li>\n<li class=\"toc-level-3\">4.3.3 \ub3c5\uc810 ISA\uc758 \ub77c\uc774\uc120\uc2a4 \ube44\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc5c4\uaca9\ud55c \ub370\uc774\ud130\uc13c\ud130 \uc9c0\uc18d \uac00\ub2a5\uc131 \uaddc\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<\/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 \ud504\ub85c\uc138\uc11c \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 APU<\/li>\n<li class=\"toc-level-3\">5.1.2 CPU<\/li>\n<li class=\"toc-level-3\">5.1.3 GPU<\/li>\n<li class=\"toc-level-3\">5.1.4 FPGA<\/li>\n<li class=\"toc-level-3\">5.1.5 ASIC \uac00\uc18d\uae30<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uba85\ub839\uc5b4 \uc138\ud2b8 \uc544\ud0a4\ud14d\ucc98\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 x86<\/li>\n<li class=\"toc-level-3\">5.2.2 ARM<\/li>\n<li class=\"toc-level-3\">5.2.3 RISC-V<\/li>\n<li class=\"toc-level-3\">5.2.4 Power<\/li>\n<li class=\"toc-level-3\">5.2.5 SPARC \ubc0f \uae30\ud0c0<\/li>\n<li class=\"toc-level-3\">5.2.6 \uac00\uc804\uc81c\ud488<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucf54\uc5b4 \uc218 \ubc94\uc704\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 8\ucf54\uc5b4 \uc774\ud558<\/li>\n<li class=\"toc-level-3\">5.3.2 9-32 \ucf54\uc5b4<\/li>\n<li class=\"toc-level-3\">5.3.3 33-64 \ucf54\uc5b4<\/li>\n<li class=\"toc-level-3\">5.3.4 64\ucf54\uc5b4 \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc81c\uc870 \uacf5\uc815 \ub178\ub4dc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 7nm \uc774\ud558<\/li>\n<li class=\"toc-level-3\">5.4.2 8-14 nm<\/li>\n<li class=\"toc-level-3\">5.4.3 15-28 nm<\/li>\n<li class=\"toc-level-3\">5.4.4 28nm \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.5.2 \uae30\uc5c5 \ub370\uc774\ud130 \uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.5.3 \ud1b5\uc2e0\/\uc5e3\uc9c0 \uc6b4\uc601\uc5c5\uccb4<\/li>\n<li class=\"toc-level-3\">5.5.4 HPC \ubc0f \uc288\ud37c\ucef4\ud4e8\ud305<\/li>\n<li class=\"toc-level-3\">5.5.5 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.6.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.6.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.6.3.6 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.6.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \uc544\uc138\uc548<\/li>\n<li class=\"toc-level-4\">5.6.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.6.5.3 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.6 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.6.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.6.6.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/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 (\ud3ec\ud568: \uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \ud604\ud669(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \ub3d9\ud5a5)\n<ul>\n<li class=\"toc-level-3\">6.4.1 \uc778\ud154 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.2 \uc5b4\ub4dc\ubc34\uc2a4\ub4dc \ub9c8\uc774\ud06c\ub85c \ub514\ubc14\uc774\uc2dc\uc2a4(Advanced Micro Devices), Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 \uc5d4\ube44\ub514\uc544 \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.4 \uc554(Arm) Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.5 \ube0c\ub85c\ub4dc\ucef4(Broadcom) Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0(Marvell Technology), Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 \uc554\ud398\uc5b4 \ucef4\ud4e8\ud305(Ampere Computing) LLC<\/li>\n<li class=\"toc-level-3\">6.4.8 \uc778\ud130\ub0b4\uc154\ub110 \ube44\uc988\ub2c8\uc2a4 \uba38\uc2e0\uc988(International Business Machines) \ucf54\ud37c\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">6.4.9 \ud654\uc6e8\uc774 \ud14c\ud06c\ub180\ub85c\uc9c0\uc2a4(Huawei Technologies) Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 \ud6c4\uc9c0\ucbd4(Fujitsu) \ub9ac\ubbf8\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.11 \uc0bc\uc131\uc804\uc790 Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 \ud0c0\uc774\uc644 \uc138\ubbf8\ucee8\ub355\ud130 \ub9e4\ub274\ud329\ucc98\ub9c1 \ucef4\ud37c\ub2c8(Taiwan Semiconductor Manufacturing Company) \ub9ac\ubbf8\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.13 \ud14d\uc0ac\uc2a4 \uc778\uc2a4\ud2b8\ub8e8\uba3c\uce20(Texas Instruments) \uc778\ucf54\ud37c\ub808\uc774\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.14 \ubbf8\ub514\uc5b4\ud14d(MediaTek) Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 \uc54c\ub9ac\ubc14\ubc14 \uadf8\ub8f9 \ud640\ub529(Alibaba Group Holding) Ltd. (T-\ud5e4\ub4dc)<\/li>\n<li class=\"toc-level-3\">6.4.16 \uc0ac\uc774\ud30c\uc774\ube0c(SiFive), Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 \uadf8\ub798\ud504\ucf54\uc5b4(Graphcore) \ub9ac\ubbf8\ud2f0\ub4dc<\/li>\n<li class=\"toc-level-3\">6.4.18 \uc18c\uc2dc\uc624\ub125\uc2a4\ud2b8(Socionext) Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 \ud150\uc2a4\ud1a0\ub80c\ud2b8(Tenstorrent) Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 \ubca4\ud0c0\ub098 \ub9c8\uc774\ud06c\ub85c \uc2dc\uc2a4\ud15c\uc988(Ventana Micro Systems) Inc.<\/li>\n<li class=\"toc-level-3\">6.4.21 \uc624\ub77c\ud074(Oracle) \ucf54\ud37c\ub808\uc774\uc158<\/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>\uc11c\ubc84 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \uac1c\uc694: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc11c\ubc84 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5\uc744 \ud504\ub85c\uc138\uc11c \uc720\ud615(APU, CPU, GPU \ub4f1), \uba85\ub839\uc5b4 \uc138\ud2b8 \uc544\ud0a4\ud14d\ucc98(x86, ARM, RISC-V \ub4f1), \ucf54\uc5b4 \uc218(8\ucf54\uc5b4 \uc774\ud558, 9-32\ucf54\uc5b4, \uadf8 \uc774\uc0c1), \uc81c\uc870 \uacf5\uc815 \ub178\ub4dc(7nm \uc774\ud558, 8-14nm, \uadf8 \uc774\uc0c1), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc, \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ub4f1) \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uc608\uce21\uc740 \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>\uc11c\ubc84 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144 206\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \ucd94\uc815\ub418\uba70, 2031\ub144\uc5d0\ub294 297\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uc5ec \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 7.56%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc774\uba70, \ubd81\ubbf8\uac00 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub192\uc740 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc0dd\uc131\ud615 AI, \uc5e3\uc9c0 \ucef4\ud4e8\ud305 \ud655\uc0b0, \uadf8\ub9ac\uace0 \uad6d\uac00 \uc8fc\ub3c4 \uce69 \uc8fc\uad8c \ud504\ub85c\uadf8\ub7a8\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc640\ud2b8\ub2f9 \uc131\ub2a5 \ubc0f \uacf5\uae09\ub9dd \ud22c\uba85\uc131\uc744 \uc911\uc2ec\uc73c\ub85c \uc870\ub2ec \uae30\uc900\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\ud0a4\ud14d\ucc98 \uc774\uc9c8\uc131\uc774 \uac00\uc18d\ud654\ub418\uba74\uc11c, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uad6c\ub9e4\uc790\ub4e4\uc740 \uc5d0\ub108\uc9c0 \uc0ac\uc6a9 \ubc0f \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ub77c\uc774\uc120\uc2a4 \ube44\uc6a9 \uc808\uac10\uc744 \uc704\ud574 \ub2e8\uc77c \ub799 \ub0b4\uc5d0\uc11c \uc2a4\uce7c\ub77c CPU, \ud150\uc11c GPU, \ub9de\ucda4\ud615 ASIC\uc744 \ud63c\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uc131\ub2a5 Arm \uc124\uacc4 \ubc0f \uc0c8\ub85c\uc6b4 RISC-V \uc635\uc158\uc774 \uc0dd\uc0b0 \ub2e8\uacc4\ub85c \uc9c4\uc785\ud558\uace0 \uc788\uc73c\uba70, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uae30\uc5c5\ub4e4\uc740 x86\uc5d0 \ub300\ud55c \ub85c\uc5f4\ud2f0 \uc5c6\ub294 \ub300\uc548\uc744 \ubaa8\uc0c9\ud558\uace0 \ud1b5\uc2e0 \uc0ac\uc5c5\uc790\ub4e4\uc740 \uc218\ucc9c \uac1c\uc758 5G \uc5e3\uc9c0 \ub178\ub4dc\uc5d0 \uc800\uc804\ub825 \ud504\ub85c\uc138\uc11c\ub97c \ubc30\ud3ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac \uc5ed\ud559\uc740 \uc5ec\uc804\ud788 \uc911\uc694\ud558\uba70, 7\ub098\ub178\ubbf8\ud130 \uc774\ud558 \uacf5\uc815\uc758 \ucd9c\ud558\ub7c9\uc740 \uc774\ubbf8 \uc804\uccb4\uc758 \uc808\ubc18\uc744 \ucd08\uacfc\ud588\uc73c\uba70, TSMC, \uc0bc\uc131, \uc778\ud154\uc774 3\ub098\ub178\ubbf8\ud130 \uc0dd\uc0b0 \ud655\ub300\ub97c \uc704\ud574 \uacbd\uc7c1\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 \uc0c8\ub85c\uc6b4 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\uc124\uc744 \uc8fc\ub3c4\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d (2025\ub144 \uae30\uc900 \ubc0f 2031\ub144\uae4c\uc9c0\uc758 CAGR)<\/p>\n<p>*   \ud504\ub85c\uc138\uc11c \uc720\ud615\ubcc4: CPU\uac00 70.53%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, GPU\ub294 2031\ub144\uae4c\uc9c0 8.72%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uba85\ub839\uc5b4 \uc138\ud2b8 \uc544\ud0a4\ud14d\ucc98\ubcc4: x86\uc774 64.91%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc73c\uba70, RISC-V\ub294 2031\ub144\uae4c\uc9c0 7.97%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ucf54\uc5b4 \uc218\ubcc4: 9-32\ucf54\uc5b4 \ud504\ub85c\uc138\uc11c\uac00 45.13%\uc758 \ucd9c\ud558\ub7c9\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, 64\ucf54\uc5b4 \uc774\uc0c1 \uc124\uacc4\ub294 8.22%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc81c\uc870 \uacf5\uc815 \ub178\ub4dc\ubcc4: 7nm \uc774\ud558 \uc7a5\uce58\uac00 52.69%\uc758 \ubb3c\ub7c9\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, 7.83%\uc758 CAGR\ub85c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \ud50c\ub808\uc774\uc5b4\uac00 61.38%\uc758 \uc218\uc694\ub97c \ucc3d\ucd9c\ud588\uc73c\uba70, \ud1b5\uc2e0 \ubc0f \uc5e3\uc9c0 \uc6b4\uc601\uc790\uac00 8.02%\uc758 CAGR\ub85c \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \ubd81\ubbf8\uac00 39.52%\uc758 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud588\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 9.11%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>3. \uae00\ub85c\ubc8c \uc11c\ubc84 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>3.1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \uace0\uc131\ub2a5, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 CPU\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00: \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc790\ub4e4\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc2dc\uc124\uc5d0\uc11c \uc5d0\ub108\uc9c0\uac00 \ucd1d \uc18c\uc720 \ube44\uc6a9\uc758 30% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud568\uc5d0 \ub530\ub77c, \uc640\ud2b8\ub2f9 \uc131\ub2a5 \uc9c0\ud45c\ub97c \uc870\ub2ec\uc758 \ud575\uc2ec \uae30\uc900\uc73c\ub85c \uc0bc\uace0 \uc788\uc2b5\ub2c8\ub2e4. 3\ub098\ub178\ubbf8\ud130 \uc2e4\ub9ac\ucf58\uc740 \uc804\ub825 \uc18c\ube44\ub97c 1\/3\ub85c \uc904\uc774\uba74\uc11c \ubca1\ud130 \ucc98\ub9ac\ub7c9\uc744 \ub450 \ubc30\ub85c \ub298\ub9bd\ub2c8\ub2e4. AWS Graviton4 \uc778\uc2a4\ud134\uc2a4\ub294 \uc720\uc0ac\ud55c x86 \uac00\uc0c1 \uba38\uc2e0\ubcf4\ub2e4 30% \ub354 \ub098\uc740 \uac00\uaca9 \ub300\ube44 \uc131\ub2a5\uc744 \ubcf4\uc5ec\uc8fc\uba70 Arm \uae30\ubc18 \uc124\uacc4\uc758 \uc8fc\ub958 \ud074\ub77c\uc6b0\ub4dc \uc6cc\ud06c\ub85c\ub4dc\uc5d0\uc11c\uc758 \uc720\ud6a8\uc131\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc758 Xeon 6 Sierra Forest\ub294 \ud6a8\uc728\uc131 \ucf54\uc5b4\ub9cc\uc744 \uc0ac\uc6a9\ud558\uc5ec 205\uc640\ud2b8 TDP \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\uba70, \uc8fc\uc694 \ucf54\ub4dc \uc7ac\uc791\uc131 \uc5c6\uc774\ub3c4 \uc9c0\uc18d \uac00\ub2a5\uc131 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\ub294 \uc11c\ubc84 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5\uc774 \uc21c\uc218\ud55c \ud074\ub7ed \uc18d\ub3c4\ubcf4\ub2e4\ub294 \uc640\ud2b8\uc5d0 \ucd5c\uc801\ud654\ub41c \uc544\ud0a4\ud14d\ucc98\ub85c \uacc4\uc18d \uc804\ud658\ub418\ub3c4\ub85d \ud569\ub2c8\ub2e4.<br \/>\n*   \uc804 \uc138\uacc4 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \ud655\uc7a5: 2024-2025\ub144 \ub3d9\uc548 900\uac1c \uc774\uc0c1\uc758 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc2dc\uc124\uc774 \uac00\ub3d9\ub418\uc5c8\uc73c\uba70, \ub204\uc801 \uc790\ubcf8 \uc9c0\ucd9c\uc740 2\ucc9c\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc5b4\uc130\uc2b5\ub2c8\ub2e4. \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544, \uc778\ub3c4, \ubd81\uc720\ub7fd \ub4f1 \uc800\ube44\uc6a9 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uadf8\ub9ac\ub4dc \uadfc\ucc98\uc5d0 \ucea0\ud37c\uc2a4\ub97c \uad6c\ucd95\ud558\ub294 \uc6b4\uc601\uc790\ub4e4\uc774 \uc774\ub97c \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \ub799 \uc124\uacc4\ub294 CPU, GPU, \ub124\ud2b8\uc6cc\ud06c \uac00\uc18d \ud0c0\uc77c\uc744 \ud558\ub098\uc758 \uc778\ud130\ud3ec\uc800\uc5d0 \ud1b5\ud569\ud558\ub294 \uba40\ud2f0 \uc18c\ucf13 \ubcf4\ub4dc\ub97c \uac15\uc870\ud558\uba70, \uc5f4 \uacb0\ud569\uc744 \uac15\ud654\ud558\uace0 \uace0\uae09 \ud328\ud0a4\uc9d5 \uc804\ubb38 \uc9c0\uc2dd\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. AWS, Google, Meta\ub294 \uac01\uac01 \uc0c8\ub85c\uc6b4 \uc6f9 \uc11c\ube44\uc2a4 \uc6a9\ub7c9\uc758 \ucd5c\uc18c 1\/3\uc744 \ub354 \ub0ae\uc740 \uc2e4\ub9ac\ucf58 BOM(Bill of Materials)\uc744 \uc57d\uc18d\ud558\ub294 Arm \uae30\ubc18 \ud504\ub85c\uc138\uc11c\ub85c \uc804\ud658\ud588\uc2b5\ub2c8\ub2e4. \uc2e0\ud765 \uc2dc\uc7a5\uc5d0\uc11c\ub294 \uac1c\uc778 \uc815\ubcf4 \ubcf4\ud638\ubc95\uc5d0 \ub530\ub77c \ud604\uc9c0 \ub370\uc774\ud130 \uc0c1\uc8fc\ub97c \uc758\ubb34\ud654\ud558\uace0 \uc788\uc5b4, \uc6b4\uc601\uc790\ub4e4\uc740 \uc9c0\uc5ed\uc801\uc73c\ub85c \ucef4\ud4e8\ud305 \ud074\ub7ec\uc2a4\ud130\ub97c \ubcf5\uc81c\ud574\uc57c \ud558\uba70, \uc774\ub294 \uc804\uccb4 \uc18c\ucf13 \uc218\uc694\ub97c \ub354\uc6b1 \ud655\ub300\ud569\ub2c8\ub2e4.<br \/>\n*   \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 AI\/ML \uc6cc\ud06c\ub85c\ub4dc \ud655\uc0b0: 2025\ub144 \uc0dd\uc131\ud615 AI \ucd94\ub860 \ucffc\ub9ac\uac00 4\ubc30 \uc99d\uac00\ud558\uc5ec \uae30\uc874 CPU \uc2dc\uc2a4\ud15c\uc5d0 \uacfc\ubd80\ud558\ub97c \uc8fc\uc5c8\uace0, GPU \ubc0f \ub9de\ucda4\ud615 \uac00\uc18d\uae30 \uad6c\ub9e4\ub97c \uac00\uc18d\ud654\ud588\uc2b5\ub2c8\ub2e4. \ud6c8\ub828 \uc2e4\ud589\uc740 \uc774\uc81c 10^25 \ubd80\ub3d9 \uc18c\uc218\uc810 \uc5f0\uc0b0\uc744 \ucd08\uacfc\ud558\uba70, \uace0\uc18d \ud328\ube0c\ub9ad\uc73c\ub85c \uc5f0\uacb0\ub41c \uc218\ucc9c \uac1c\uc758 \uac00\uc18d\uae30 \ud074\ub7ec\uc2a4\ud130\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc5ed\ud559\uc740 \ubc94\uc6a9 CPU\uac00 \ud2b9\uc815 \uc6cc\ud06c\ub85c\ub4dc\ub97c \ud3ec\uae30\ud558\uac8c \ub9cc\ub4e4\uc9c0\ub9cc, \ub370\uc774\ud130 \uc774\ub3d9 \ubc0f \uc2a4\ud1a0\ub9ac\uc9c0\ub97c \uc5ec\uc804\ud788 \uc870\uc728\ud558\uba70 \uc774\uae30\uc885 \uc2dc\uc2a4\ud15c\uc5d0\uc11c CPU\uc758 \uad00\ub828\uc131\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc778\ud154 Gaudi 3 \ubc0f Google TPU v5\ub294 \ubaa9\uc801\uc5d0 \ub9de\uac8c \uad6c\ucd95\ub41c \uc2e4\ub9ac\ucf58\uc758 \uacbd\uc81c\uc801 \uc778\uc13c\ud2f0\ube0c\ub97c \ubcf4\uc5ec\uc8fc\uc9c0\ub9cc, \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158 \uc624\ubc84\ud5e4\ub4dc\ub294 \uc0c1\ub2f9\ud55c \uc790\ubcf8 \uc608\uc0b0\uc744 \uba40\ud2f0\ucf54\uc5b4 \uc11c\ubc84 CPU\uc5d0 \uc9d1\uc911\ud558\uac8c \ud569\ub2c8\ub2e4.<br \/>\n*   5G \uae30\ubc18 \uc5e3\uc9c0 \ucef4\ud4e8\ud305 \ud655\uc0b0: \ud1b5\uc2e0 \uc0ac\uc5c5\uc790\ub4e4\uc740 \uc790\ub3d9\ucc28 \ubc0f \uc0b0\uc5c5 \uc790\ub3d9\ud654 \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ub300\ud55c 20\ubc00\ub9ac\ucd08 \ubbf8\ub9cc\uc758 \uc9c0\uc5f0 \uc2dc\uac04 \ubaa9\ud45c\ub97c \ucda9\uc871\ud558\uae30 \uc704\ud574 \uc140 \ud0c0\uc6cc \ud604\uc7a5\uc5d0 \uc218\ucc9c \uac1c\uc758 \ub9c8\uc774\ud06c\ub85c \ub370\uc774\ud130\uc13c\ud130\ub97c \uc124\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac01 \uc5e3\uc9c0 \ub178\ub4dc\ub294 3\ud0ac\ub85c\uc640\ud2b8 \uc774\ud558\uc758 \uc804\ub825\uc744 \uc18c\ube44\ud558\ubbc0\ub85c, \uc5f4 \uc608\uc0b0\uc744 \uc81c\ud55c\ud558\uace0 \uc800\uc804\ub825\uc5d0 \ucd5c\uc801\ud654\ub41c Arm \uae30\ubc18 \ub610\ub294 RISC-V \uc124\uacc4\ub97c \uc120\ud638\ud569\ub2c8\ub2e4. \ud1b5\ud569 \uc774\ub354\ub137 \ubc0f AI \ucd94\ub860 \uc5d4\uc9c4\uc744 \uac16\ucd98 \ud504\ub85c\uc138\uc11c\ub294 \ucd94\uac00 \uce74\ub4dc \ud544\uc694\uc131\uc744 \uc5c6\uc560 \ube44\uc6a9\uacfc \ubcf4\ub4dc \uba74\uc801\uc744 \uc904\uc785\ub2c8\ub2e4. \uad6d\uacbd \uac04 \ub370\uc774\ud130 \uc804\uc1a1\uc744 \uc81c\ud55c\ud558\ub294 \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\ub294 \ud604\uc9c0 \ucef4\ud4e8\ud305 \uc218\uc694\ub97c \uc99d\ud3ed\uc2dc\ucf1c \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uac00 \ud575\uc2ec \ub370\uc774\ud130 \uc138\ud2b8\ub97c \uad6d\uac00 \uacbd\uacc4\uc5d0 \uac78\uccd0 \ubbf8\ub7ec\ub9c1\ud558\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n<p>3.2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   \uc628\ud504\ub808\ubbf8\uc2a4 \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc11c\ubc84 \uc608\uc0b0 \uac10\uc18c: \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ub370\uc774\ud130\uc13c\ud130 \uc608\uc0b0\uc740 \uacc4\uc18d\ud574\uc11c \uc18c\ube44 \ubaa8\ub378\ub85c \uc804\ud658\ub418\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc9c1\uc811\uc801\uc778 \uc11c\ubc84 \uc870\ub2ec\uc744 \uc904\uc774\uace0 \uc218\uc775\uc744 \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c\ub85c \uc774\ub3d9\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc18d\uc801\uc778 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \uc911\ub2e8: 2025\ub144 3\ubd84\uae30 TSMC\uc758 3\ub098\ub178\ubbf8\ud130 \ub77c\uc778 \uac00\ub3d9\ub960\uc740 85%\uc600\uc9c0\ub9cc, \uc6e8\uc774\ud37c \uc218\uc694\uac00 \uacf5\uae09\uc744 20% \ucd08\uacfc\ud558\uc5ec \ub9ac\ub4dc \ud0c0\uc784\uc774 16\uc8fc\ub85c \ub298\uc5b4\ub0ac\uc2b5\ub2c8\ub2e4. EUV \uc7a5\ube44\uc5d0 \ub300\ud55c \uc218\ucd9c \uc81c\ud55c\uc740 \uc911\uad6d \ud30c\uc6b4\ub4dc\ub9ac\uac00 \ucd5c\ucca8\ub2e8 \ub178\ub4dc\ub97c \ub530\ub77c\uc7a1\ub294 \uac83\uc744 \ub9c9\uc544 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ubd84\uc5f4\uc2dc\ud0a4\uace0 \ube44\uc0c1 \uc7ac\uace0\uc5d0 \ub300\ud55c \uc704\ud5d8 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc758 GAA(Gate-All-Around) \ub7a8\ud504 \ubc0f \uc778\ud154\uc758 18\uc639\uc2a4\ud2b8\ub86c \uacc4\ud68d\uc740 \uc5ec\uc804\ud788 \uaddc\ubaa8\uac00 \uc791\uc544, \ub2e8 \ud55c \ubc88\uc758 \uc9c0\uc9c4\uc774\ub098 \uc9c0\uc815\ud559\uc801 \ucda9\ub3cc\ub85c \uc804 \uc138\uacc4 \uc11c\ubc84 \uce69 \uc0dd\uc0b0\uc758 \uc808\ubc18 \uc774\uc0c1\uc774 \uc911\ub2e8\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub3c5\uc810 ISA\uc758 \ub77c\uc774\uc120\uc2a4 \ube44\uc6a9 \uc0c1\uc2b9: \uc774\ub294 x86 \ubc0f Arm \ub77c\uc774\uc120\uc2a4 \uc0ac\uc6a9\uc790\uc5d0\uac8c \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, RISC-V\uc640 \uac19\uc740 \ub85c\uc5f4\ud2f0 \uc5c6\ub294 \ub300\uc548\uc5d0 \ub300\ud55c \uad00\uc2ec\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc5c4\uaca9\ud55c \ub370\uc774\ud130\uc13c\ud130 \uc9c0\uc18d \uac00\ub2a5\uc131 \uaddc\uc81c: EU \uc5d0\ub108\uc9c0 \ud6a8\uc728 \uc9c0\uce68\uc740 2027\ub144\uae4c\uc9c0 \ubaa8\ub4e0 \uc0c8\ub85c\uc6b4 \uc720\ub7fd \ub370\uc774\ud130\uc13c\ud130\uac00 PUE(Power Usage Effectiveness)\ub97c 1.3 \ubbf8\ub9cc\uc73c\ub85c \uc720\uc9c0\ud558\uace0 \ud3d0\uc5f4 \ud68c\uc218 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud558\ub3c4\ub85d \uc694\uad6c\ud569\ub2c8\ub2e4. \uce98\ub9ac\ud3ec\ub2c8\uc544\uc758 Title 24\ub294 \ub4c0\uc5bc \uc18c\ucf13 \ubcf4\ub4dc\uc758 \uc11c\ubc84 \uc720\ud734 \uc804\ub825 \uc18c\ube44\ub97c 50\uc640\ud2b8\ub85c \uc81c\ud55c\ud558\uc5ec, \uc624\ub798\ub41c x86 SKU\uac00 \uc8fc \uacc4\uc57d\uc5d0\uc11c \uc0ac\uc2e4\uc0c1 \uc81c\uc678\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uaddc\uce59\uc740 \uc561\uccb4 \ub0c9\uac01\uc73c\ub85c\uc758 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uba70, \ub799 \uc720\ub2db\ub2f9 150-200\ub2ec\ub7ec\uc758 \uc790\ubcf8 \ube44\uc6a9\uc744 \ucd94\uac00\ud569\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>4.1. \ud504\ub85c\uc138\uc11c \uc720\ud615\ubcc4: \uac00\uc18d\uae30\uac00 \uc6cc\ud06c\ub85c\ub4dc \ud560\ub2f9 \uc7ac\ud3b8<\/p>\n<p>GPU \ucd9c\ud558\ub7c9\uc740 2025\ub144\ubd80\ud130 8.72%\uc758 CAGR\ub85c \ud655\uc7a5\ub418\uc5b4 AI \ucd94\ub860\uc774 \ud150\uc11c \uc5d4\uc9c4\uc73c\ub85c \uc774\ub3d9\ud568\uc5d0 \ub530\ub77c CPU\uc758 70.53% \ub9e4\ucd9c \uc120\ub450\ub97c \uc7a0\uc2dd\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub7ec\ud55c \ucd94\uc138\ub294 2031\ub144\uae4c\uc9c0 \uc11c\ubc84 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5\uc758 \uc804\ud658\uc744 \uc774\ub04c \uac83\uc785\ub2c8\ub2e4. NVIDIA Blackwell\uacfc \uac19\uc740 GPU\ub294 \uc774\uc81c Arm \uae30\ubc18 Grace CPU\uc640 NVLink\ub97c \ud1b5\ud574 \uc9dd\uc744 \uc774\ub8e8\uc5b4 20\ud398\ud0c0\ud50c\ub86d\uc2a4 FP4 \uc131\ub2a5\uc744 \uc81c\uacf5\ud558\uba70, 1.3 PUE \ubbf8\ub9cc \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\ub294 \ub799 \uc124\uacc4\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. FPGA\ub294 \ub2e8\uc704 \uce21\uba74\uc5d0\uc11c\ub294 \ud2c8\uc0c8\uc2dc\uc7a5\uc774\uc9c0\ub9cc, \uc554\ud638\ud654 \uc624\ud504\ub85c\ub4dc \ubc0f \uc555\ucd95\uc5d0 \uc911\uc694\ud558\uba70 \ud074\ub77c\uc6b0\ub4dc \uc6b4\uc601\uc790\uc758 CPU \uc0ac\uc774\ud074\uc744 30% \ub2e8\ucd95\ud569\ub2c8\ub2e4. \ud1b5\ud569 APU \uc124\uacc4\ub294 \ud32c\uacfc \uac1c\ubcc4 \uce74\ub4dc\uac00 \ube44\uc2e4\uc6a9\uc801\uc778 \uc5b4\ud50c\ub77c\uc774\uc5b8\uc2a4 \uc2ac\ub86f\uc5d0\uc11c \uacbd\uc7c1 \uc6b0\uc704\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. Google \ubc0f AWS\uc758 ASIC \uac00\uc18d\uae30\ub294 \ud2b9\uc815 \ucd94\ub860 \ud328\ud134\uc5d0 \ub300\ud574 GPU\ubcf4\ub2e4 \uc640\ud2b8\ub2f9 2-3\ubc30 \ub354 \ub098\uc740 \uc131\ub2a5\uc744 \ub2ec\uc131\ud569\ub2c8\ub2e4.<\/p>\n<p>4.2. \uba85\ub839\uc5b4 \uc138\ud2b8 \uc544\ud0a4\ud14d\ucc98\ubcc4: \uac1c\ubc29\ud615 ISA\uac00 \ub85c\uc5f4\ud2f0 \ubaa8\ub378\uc5d0 \ub3c4\uc804<\/p>\n<p>x86\uc740 2025\ub144 64.91%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uba70 \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \ud638\ud658\uc131 \uae30\ubc18\uc73c\ub85c \ub0a8\uc544 \uc788\uc9c0\ub9cc, Arm\uc740 \uc0c8\ub85c\uc6b4 \uc18c\ucf13\uc758 1\/4\uc744 \ucc28\uc9c0\ud588\uc73c\uba70 RISC-V\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uae30\uc5c5\ub4e4\uc5d0\uac8c \ub9e4\ub825\uc801\uc778 \ub85c\uc5f4\ud2f0 \uc5c6\ub294 \ubaa8\ub378\ub85c 7.97% \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \ud004\ucef4\uc758 15\uc5b5 \ub2ec\ub7ec \ubca4\ud0c0\ub098(Ventana) \uc778\uc218\ub294 \uc804\ud1b5\uc801\uc778 \ubaa8\ubc14\uc77c \ub9ac\ub354\ub4e4\uc774 Arm \ub77c\uc774\uc120\uc2a4 \ube44\uc6a9 \uc0c1\uc2b9\uc5d0 \ub300\ube44\ud558\uc5ec \uc11c\ubc84 \uc2dc\uc7a5\uc5d0 \uc9c4\uc785\ud588\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \uc911\uad6d\uc758 \uac1c\ubc29\ud615 \uac70\ubc84\ub10c\uc2a4 \uc120\ud638\ub294 \ubc18\ub3c4\uccb4 \uc8fc\uad8c \ubaa9\ud45c\uc640 \uc77c\uce58\ud558\ubbc0\ub85c, \uad6d\ub0b4 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ud074\ub77c\uc6b0\ub4dc \uad6c\ucd95\uc744 \uc704\ud574 RISC-V\uc5d0 \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1 \uad6c\ub3c4\ub294 \uc774\uc81c \ud504\ub860\ud2b8\uc5d4\ub4dc \uc131\ub2a5\ubcf4\ub2e4\ub294 \uc0dd\ud0dc\uacc4 \ud234\ub9c1 \ubc0f \uc7a5\uae30 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc9c0\uc6d0\uc5d0 \ub2ec\ub824 \uc788\uc73c\uba70, \uc800\ube44\uc6a9 RISC-V \ubcf4\ub4dc\ub97c \ub9c8\uc774\ud06c\ub85c\uc11c\ube44\uc2a4 \ubc0f \uce90\uc2f1 \uacc4\uce35\uc5d0 \uc801\ud569\ud558\uac8c \ud3ec\uc9c0\uc154\ub2dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4.3. \ucf54\uc5b4 \uc218\ubcc4: \ubc00\ub3c4\uac00 \ud074\ub7ed \uc18d\ub3c4\ub97c \ub2a5\uac00<\/p>\n<p>9-32\ucf54\uc5b4 \ud504\ub85c\uc138\uc11c\ub294 2025\ub144 \ucd9c\ud558\ub7c9\uc758 45.13%\ub97c \ucc28\uc9c0\ud558\uba70 \uc8fc\ub958 \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc6cc\ud06c\ub85c\ub4dc\ub97c \ucc98\ub9ac\ud588\uc9c0\ub9cc, \ub9c8\uc774\ud06c\ub85c\uc11c\ube44\uc2a4 \uc544\ud0a4\ud14d\ucc98\uac00 \ucc98\ub9ac\ub7c9 \ud655\uc7a5\uc744 \uc704\ud574 \uc218\ud3c9 \ud655\uc7a5\uc744 \uc0ac\uc6a9\ud568\uc5d0 \ub530\ub77c 64\ucf54\uc5b4 \uc774\uc0c1 \uc138\uadf8\uba3c\ud2b8\ub294 8.22% \uc131\uc7a5\ud560 \uac83\uc785\ub2c8\ub2e4. AmpereOne\uc758 192\ucf54\uc5b4 \uc124\uacc4\ub294 \ub4c0\uc5bc \uc18c\ucf13 x86 \uc2dc\uc2a4\ud15c\ubcf4\ub2e4 \uc640\ud2b8\ub2f9 40% \ub354 \ub098\uc740 \uc131\ub2a5\uc744 \uc81c\uacf5\ud558\uba70, \uc2a4\ucf00\uc77c\uc544\uc6c3 \ucef4\ud4e8\ud305\uc758 \ubca4\uce58\ub9c8\ud06c\uac00 \ub429\ub2c8\ub2e4. \uc911\uac04 \ubc94\uc704\uc758 33-64\ucf54\uc5b4 \uce69\uc740 \ud63c\ud569 \ub370\uc774\ud130\ubca0\uc774\uc2a4 \ubc0f \uac00\uc0c1\ud654\ub97c \uc2e4\ud589\ud558\ub294 \uade0\ud615 \uc7a1\ud78c \uc6cc\ud06c\ub85c\ub4dc\ub97c \ucda9\uc871\ud558\uba70, 8\ucf54\uc5b4 \uc774\ud558 \ubaa8\ub378\uc740 \uc774\uc81c \uc5e3\uc9c0 \uac8c\uc774\ud2b8\uc6e8\uc774 \ubc0f \uc0b0\uc5c5\uc6a9 \ucee8\ud2b8\ub864\ub7ec\uc5d0 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uace0\uc131\ub2a5 Arm \ubc0f RISC-V \uc2e4\ub9ac\ucf58\uc740 \ub354 \uac04\ub2e8\ud55c \ube44\uc21c\ucc28 \ud30c\uc774\ud504\ub77c\uc778\uc744 \uc0ac\uc6a9\ud558\uc5ec \uacf5\uaca9\uc801\uc778 \uc804\ub825 \uac8c\uc774\ud305\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uba70, \uc0c8\ub85c\uc6b4 \uaddc\uc81c\uc5d0 \uc758\ud574 \ubd80\uacfc\ub41c \uc720\ud734 \uc804\ub825 \uc0c1\ud55c\uc744 \ucda9\uc871\ud569\ub2c8\ub2e4.<\/p>\n<p>4.4. \uc81c\uc870 \uacf5\uc815 \ub178\ub4dc\ubcc4: 7\ub098\ub178\ubbf8\ud130 \uc774\ud558\uac00 \ud45c\uc900\ud654<\/p>\n<p>7\ub098\ub178\ubbf8\ud130 \uc774\ud558 \uacf5\uc815\uc73c\ub85c \uc81c\uc870\ub41c \uc7a5\uce58\ub294 2025\ub144 \uc0dd\uc0b0\ub7c9\uc758 52.69%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 7.83%\uc758 CAGR\ub85c \ud655\uc7a5\ub418\uc5b4 \ubbf8\ub798 \uc11c\ubc84 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \uaddc\ubaa8\uc758 \ub300\ubd80\ubd84\uc744 \ub4b7\ubc1b\uce68\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. TSMC\uc758 N3E\ub294 N5 \ub300\ube44 18%\uc758 \uc18d\ub3c4 \ud5a5\uc0c1 \ub610\ub294 32%\uc758 \uc804\ub825 \uc808\uac10\uc744 \uc81c\uacf5\ud558\uba70, AMD\ub294 \uc774\ub97c EPYC 9005 \uc2dc\ub9ac\uc988\uc5d0 \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc758 GAA \ub178\ub4dc\ub294 \uc720\uc0ac\ud55c \uc774\uc810\uc744 \uc57d\uc18d\ud558\uc9c0\ub9cc, \uac80\uc99d \uc9c0\uc5f0\uc5d0 \uc9c1\uba74\ud558\uc5ec \uc11c\ubc84 \uc124\uacc4 \uc218\uc8fc\ub97c \uc81c\ud55c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc740 2026\ub144\uc5d0 18\uc639\uc2a4\ud2b8\ub86c \uc81c\ud488\uc744 \uc0d8\ud50c\ub9c1\ud558\uc5ec, \uc804\uc555 \uac15\ud558\ub97c \uc904\uc774\uace0 \ub3d9\uc77c\ud55c \uc5f4 \ubd09\ud22c \ub0b4\uc5d0\uc11c \ub354 \ub192\uc740 \uc8fc\ud30c\uc218\ub97c \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \ud6c4\uba74 \uc804\ub825 \uacf5\uae09\uc744 \ub3c4\uc785\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4.<\/p>\n<p>4.5. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc5e3\uc9c0 \uc6b4\uc601\uc790\uac00 \ub2e4\uc74c \uc131\uc7a5 \ubb3c\uacb0 \uc8fc\ub3c4<\/p>\n<p>\ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc\uac00 2025\ub144 \uc218\uc694\uc758 61.38%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, 5G \uc2ac\ub77c\uc774\uc2f1 \ubc0f \ucd08\uc800\uc9c0\uc5f0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 \ud655\uc0b0\ub428\uc5d0 \ub530\ub77c \ud1b5\uc2e0 \ubc0f \uc5e3\uc9c0 \ubc30\ud3ec\uac00 8.02%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4. Verizon, AT&#038;T, Deutsche Telekom\uc740 \ub0ae\uc740 \uc804\ub825 \uc18c\ube44\ub7c9 \ub54c\ubb38\uc5d0 Arm \uae30\ubc18 \uc18c\ucf13\uc5d0 \uc758\uc874\ud558\ub294 \ub9c8\uc774\ud06c\ub85c \ub370\uc774\ud130\uc13c\ud130\ub97c \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305\uc740 \uc18c\ucf13 \uc810\uc720\uc728\uc740 \uc791\uc9c0\ub9cc, \uad6d\ub9bd \uc5f0\uad6c\uc18c\ub4e4\uc774 FP64 \ucc98\ub9ac\ub7c9\uc744 \uc6b0\uc120\uc2dc\ud558\uae30 \ub54c\ubb38\uc5d0 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \ud615\uc131\ud569\ub2c8\ub2e4. \uc720\ub7fd 5G \ub124\ud2b8\uc6cc\ud06c\uc5d0\uc11c \uc911\uad6d \uc7a5\ube44\ub97c \uc81c\ud55c\ud558\ub294 \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uac04\uc811\uc801\uc73c\ub85c \uc11c\uad6c \uc2e4\ub9ac\ucf58 \uacf5\uae09\uc5c5\uccb4\ub85c \uc218\uc694\ub97c \uc720\ub3c4\ud558\uc5ec \ub9c8\uc9c4\uc744 \uc644\ucda9\ud569\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \ubd81\ubbf8: 2025\ub144 \ub9e4\ucd9c\uc758 39.52%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, AWS, Azure, Google Cloud, Meta\uc758 \uc5f0\uac04 800\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc790\ubcf8 \uc9c0\ucd9c\uc5d0 \ud798\uc785\uc5c8\uc2b5\ub2c8\ub2e4. CHIPS Act\uc758 527\uc5b5 \ub2ec\ub7ec \uc778\uc13c\ud2f0\ube0c\ub294 2030\ub144\uae4c\uc9c0 \ucd5c\ucca8\ub2e8 \ub85c\uc9c1\uc758 20%\ub97c \uad6d\ub0b4\ub85c \ud68c\uadc0\uc2dc\ud0a4\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\uc9c0\ub9cc, \uad6d\ub0b4 \uc6e8\uc774\ud37c \ube44\uc6a9\uc740 \uc544\uc2dc\uc544 \ud30c\uc6b4\ub4dc\ub9ac\ubcf4\ub2e4 30-40% \ub354 \ub192\uc544 \ucd1d \ub9c8\uc9c4\uc5d0 \uc555\ub825\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \uc911\uad6d\uc758 \uad6d\ub0b4 Arm \ubc0f RISC-V \uc774\ub2c8\uc154\ud2f0\ube0c, \uc778\ub3c4\uc758 127\uc5b5 \ub2ec\ub7ec AWS \ud22c\uc790, \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \uc911\ub9bd \ucf54\ub85c\ucf00\uc774\uc158 \uc131\uc7a5\uc73c\ub85c 9.11%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc54c\ub9ac\ubc14\ubc14, \ud150\uc13c\ud2b8\uc640 \uac19\uc740 \uc911\uad6d \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uae30\uc5c5\ub4e4\uc740 \uc774\ubbf8 \uc790\uccb4 128\ucf54\uc5b4 Arm \ud504\ub85c\uc138\uc11c\ub97c \ubc30\ud3ec\ud558\uc5ec \uc218\ucd9c \ud1b5\uc81c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uae30\uc220 \ub3d9\ub4f1\uc131\uc744 \uc785\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd, \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: \uc804\uccb4 \uc218\uc694\uc758 1\/4 \ubbf8\ub9cc\uc744 \ucc28\uc9c0\ud558\uc9c0\ub9cc, \ub370\uc774\ud130 \uc8fc\uad8c \ubc95\ub960\uc774 \ubbfc\uac10\ud55c \uc6cc\ud06c\ub85c\ub4dc\uc758 \ud604\uc9c0 \uc800\uc7a5\uc744 \uac15\uc81c\ud568\uc5d0 \ub530\ub77c \ud655\uc7a5\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. EU\uc758 430\uc5b5 \uc720\ub85c \uce69\uc2a4 \ubc95\uc548\uc740 \ub3c5\uc77c\uacfc \uc774\ud0c8\ub9ac\uc544\uc758 \ud30c\uc6b4\ub4dc\ub9ac\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uc9c0\ub9cc, \uc774 \uc9c0\uc5ed\uc740 \ub300\ubd80\ubd84\uc758 \uc11c\ubc84 \ud504\ub85c\uc138\uc11c\uc5d0 \ub300\ud574 \uc5ec\uc804\ud788 \uc544\uc2dc\uc544 \uacc4\uc57d \uc81c\uc870\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc778\ud154, AMD, NVIDIA\ub294 2025\ub144 \uc11c\ubc84 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 \uc57d 75%\ub97c \ucc28\uc9c0\ud558\uba70, \uc911\uac04 \uc815\ub3c4\uc758 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4. AMD\uc758 \uce69\ub81b \uae30\ubc18 EPYC \ub77c\uc778\uc5c5\uc774 \ub2ec\ub7ec\ub2f9 20-30% \ub354 \ub098\uc740 \uc131\ub2a5\uc744 \uc81c\uacf5\ud558\uace0 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uae30\uc5c5\ub4e4\uc774 Arm \ub300\uc548\uc744 \ucc44\ud0dd\ud568\uc5d0 \ub530\ub77c, \uc778\ud154\uc758 x86 \uc18c\ucf13 \uc810\uc720\uc728\uc740 2025\ub144 2\ubd84\uae30\uc5d0 72%\ub85c \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4. NVIDIA\uac00 Hopper \ubc0f Blackwell GPU\uc640 \ud568\uaed8 Grace CPU\ub97c \ucd9c\uc2dc\ud558\uba74\uc11c AI \uc608\uc0b0\uc774 \ud328\ud0a4\uc9c0 \uc218\uc900 \uc194\ub8e8\uc158\uc73c\ub85c \uc774\ub3d9\ud558\uc5ec \uc8fc\uc18c \uc9c0\uc815 \uac00\ub2a5\ud55c CPU \ud480\uc744 \uc555\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>Arm\uc758 \ub85c\uc5f4\ud2f0 \ubaa8\ub378\uc740 \uc0c1\uc5c5\uc6a9 \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc555\ub825\uc744 \uac00\ud558\uc9c0\ub9cc, AWS Graviton4 \ubc0f Microsoft Cobalt 100\uacfc \uac19\uc740 \uc790\uccb4 \uce69\uc744 \uc124\uacc4\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uae30\uc5c5\uc5d0 \uad8c\ud55c\uc744 \ubd80\uc5ec\ud569\ub2c8\ub2e4. SiFive \ubc0f Tenstorrent\uc640 \uac19\uc740 RISC-V \uc2a4\ud0c0\ud2b8\uc5c5\uc740 \ub77c\uc774\uc120\uc2a4 \ube44\uc6a9\uc774 \uc5c6\uace0 UCIe \uce69\ub81b \ud45c\uc900\uc744 \ud65c\uc6a9\ud558\uc5ec \ud2b9\uc218 \uc6cc\ud06c\ub85c\ub4dc\uc5d0\uc11c \uacbd\uc7c1\ud558\uba70, \ud004\ucef4 \ubc0f \uc0bc\uc131\uc73c\ub85c\ubd80\ud130 \ubca4\ucc98 \uce90\ud53c\ud0c8 \ubc0f M&#038;A \uad00\uc2ec\uc744 \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud5c8 \ud65c\ub3d9\uc740 \ud601\uc2e0\uc774 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc2a4\ucf00\uc77c\ub9c1\uc5d0\uc11c \uace0\uae09 \ud328\ud0a4\uc9d5\uc73c\ub85c \uc774\ub3d9\ud558\uace0 \uc788\uc74c\uc744 \ub098\ud0c0\ub0b4\uba70, 2024\ub144\uc5d0\ub9cc 200\uac1c \uc774\uc0c1\uc758 UCIe \ucd9c\uc6d0\uc774 \uc788\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uaddc\uc81c \uc81c\uc57d\uc740 \uc2dc\uc7a5 \ud658\uacbd\uc744 \ubd84\uc5f4\uc2dc\ud0b5\ub2c8\ub2e4. \ubbf8\uad6d\uc758 \ucca8\ub2e8 AI \uac00\uc18d\uae30\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c\ub294 \uc911\uad6d \uae30\uc5c5\ub4e4\uc774 \uad6d\ub0b4 \ub300\uccb4\ud488\uc744 \uac1c\ubc1c\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\ub294 \ubc18\uba74, \uc9c0\uc18d \uac00\ub2a5\uc131 \uc758\ubb34\ub294 \uc804\uccb4 Scope 3 \uac10\uc0ac\ub97c \ubc1c\ud45c\ud558\ub294 \uacf5\uae09\uc5c5\uccb4\ub97c \uc120\ud638\ud569\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c \uc11c\ubc84 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5\uc740 \uc131\ub2a5, \uc5d0\ub108\uc9c0, \uaddc\uc815 \uc900\uc218\uac00 \uacbd\uc7c1 \uc6b0\uc704\ub97c \uacf5\ub3d9\uc73c\ub85c \uc815\uc758\ud558\ub294 \ub2e4\uc911 \uc544\ud0a4\ud14d\ucc98 \uade0\ud615\uc73c\ub85c \uc9c4\ud654\ud560 \uac00\ub2a5\uc131\uc774 \ub192\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ud50c\ub808\uc774\uc5b4: Advanced Micro Devices, Inc., Intel Corporation, NVIDIA Corporation, Arm Ltd., Broadcom Inc.<\/p>\n<p>7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 10\uc6d4: \uc778\ud154\uc740 2027\ub144 \uc591\uc0b0 \ubaa9\ud45c\ub97c \ud5a5\ud55c \uc774\uc815\ud45c\ub85c 18\uc639\uc2a4\ud2b8\ub86c RibbonFET \ud14c\uc2a4\ud2b8 \uce69\uc744 \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc5d0\uac8c \uc0d8\ud50c\ub9c1\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 6\uc6d4: \ud004\ucef4\uc740 RISC-V \uc11c\ubc84 IP \ubc0f 300\uba85\uc758 \uc5d4\uc9c0\ub2c8\uc5b4 \ud300\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 15\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ubca4\ud0c0\ub098(Ventana) \uc778\uc218\ub97c \uc644\ub8cc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: \uc5d4\ube44\ub514\uc544\ub294 \ucc28\uc138\ub300 \ub370\uc774\ud130\uc13c\ud130 GPU \uc544\ud0a4\ud14d\ucc98\uc778 &#8220;\ube14\ub799\uc6f0(Blackwell)&#8221; \uae30\ubc18\uc758 \uc0c8\ub85c\uc6b4 AI \uac00\uc18d\uae30 \ub77c\uc778\uc5c5\uc744 \ubc1c\ud45c\ud558\uba70, AI \ud6c8\ub828 \ubc0f \ucd94\ub860 \uc2dc\uc7a5\uc5d0\uc11c\uc758 \ub9ac\ub354\uc2ed\uc744 \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 12\uc6d4: AMD\ub294 \ud074\ub77c\uc6b0\ub4dc \ubc0f \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc2dc\uc7a5\uc744 \uaca8\ub0e5\ud55c 5\uc138\ub300 EPYC \ud504\ub85c\uc138\uc11c(\ucf54\ub4dc\uba85 &#8220;\ud130\uc2a4\uce7c(Turriscal)&#8221;)\uc758 \uc0d8\ud50c\ub9c1\uc744 \uc2dc\uc791\ud588\ub2e4\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 9\uc6d4: Arm\uc740 \ub370\uc774\ud130\uc13c\ud130 \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ucd5c\uc801\ud654\ub41c \uc0c8\ub85c\uc6b4 Neoverse \ucef4\ud4e8\ud305 \ud50c\ub7ab\ud3fc\uc744 \uacf5\uac1c\ud558\uba70, \ud30c\ud2b8\ub108\uc0ac\ub4e4\uc774 Arm \uae30\ubc18 \uc11c\ubc84 \uc194\ub8e8\uc158\uc744 \ub354\uc6b1 \uc27d\uac8c \uac1c\ubc1c\ud560 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>8. \uc2dc\uc7a5 \uc804\ub9dd<\/p>\n<p>\uc11c\ubc84 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5\uc740 \ud5a5\ud6c4 5\ub144\uac04 \uc0c1\ub2f9\ud55c \uc131\uc7a5\uc744 \uacbd\ud5d8\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305\uc758 \uc9c0\uc18d\uc801\uc778 \ud655\uc7a5, \uc778\uacf5\uc9c0\ub2a5(AI) \ubc0f \uba38\uc2e0\ub7ec\ub2dd(ML) \uc6cc\ud06c\ub85c\ub4dc\uc758 \uc99d\uac00, \uadf8\ub9ac\uace0 \uc5e3\uc9c0 \ucef4\ud4e8\ud305\uc758 \ubd80\uc0c1\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub420 \uac83\uc785\ub2c8\ub2e4. \ub370\uc774\ud130\uc13c\ud130\ub294 \ub354\uc6b1 \uac15\ub825\ud558\uace0 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \ud504\ub85c\uc138\uc11c\ub97c \uc694\uad6c\ud558\uac8c \ub420 \uac83\uc774\uba70, \uc774\ub294 \uae30\uc220 \ud601\uc2e0\uacfc \uacbd\uc7c1\uc744 \ucd09\uc9c4\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305: \ud37c\ube14\ub9ad \ubc0f \ud504\ub77c\uc774\ube57 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\uc758 \uc218\uc694 \uc99d\uac00\ub294 \uc11c\ubc84 \uc778\ud504\ub77c \ud655\uc7a5\uc744 \uc774\ub04c\uace0, \uc774\ub294 \uace7 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \uc218\uc694 \uc99d\uac00\ub85c \uc774\uc5b4\uc9c8 \uac83\uc785\ub2c8\ub2e4. \ud2b9\ud788, \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub4e4\uc740 \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ucd5c\uc801\ud654\ub41c \ub9de\ucda4\ud615 \ud504\ub85c\uc138\uc11c \uac1c\ubc1c\uc5d0 \ub354\uc6b1 \uc801\uadf9\uc801\uc73c\ub85c \ucc38\uc5ec\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<br \/>\n*   \uc778\uacf5\uc9c0\ub2a5 \ubc0f \uba38\uc2e0\ub7ec\ub2dd: AI \ubaa8\ub378\uc758 \ubcf5\uc7a1\uc131\uc774 \uc99d\uac00\ud558\uace0 AI \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 \uad11\ubc94\uc704\ud558\uac8c \ubc30\ud3ec\ub428\uc5d0 \ub530\ub77c, AI \ud6c8\ub828 \ubc0f \ucd94\ub860\uc744 \uc704\ud55c \uace0\uc131\ub2a5 \uac00\uc18d\uae30 \ubc0f \ud504\ub85c\uc138\uc11c\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uae09\uc99d\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub294 \uc5d4\ube44\ub514\uc544\uc758 GPU\uc640 \uac19\uc740 \uc804\ubb38 \ud504\ub85c\uc138\uc11c\ubfd0\ub9cc \uc544\ub2c8\ub77c, AI \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ucd5c\uc801\ud654\ub41c CPU \uc544\ud0a4\ud14d\ucc98\uc758 \ubc1c\uc804\ub3c4 \ucd09\uc9c4\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc5e3\uc9c0 \ucef4\ud4e8\ud305: 5G \ub124\ud2b8\uc6cc\ud06c\uc758 \ud655\uc0b0\uacfc IoT \uae30\uae30\uc758 \uc99d\uac00\ub294 \ub370\uc774\ud130\uac00 \uc0dd\uc131\ub418\ub294 \uc9c0\uc810\uacfc \uac00\uae4c\uc6b4 \uacf3\uc5d0\uc11c \ub370\uc774\ud130\ub97c \ucc98\ub9ac\ud558\ub294 \uc5e3\uc9c0 \ucef4\ud4e8\ud305\uc758 \uc911\uc694\uc131\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5e3\uc9c0 \uc11c\ubc84\ub294 \uc800\uc804\ub825, \uace0\uc131\ub2a5, \uc18c\ud615 \ud3fc\ud329\ud130\uc758 \ud504\ub85c\uc138\uc11c\ub97c \uc694\uad6c\ud558\uba70, \uc774\ub294 \uc0c8\ub85c\uc6b4 \uc2dc\uc7a5 \uae30\ud68c\ub97c \ucc3d\ucd9c\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc18d \uac00\ub2a5\uc131 \ubc0f \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131: \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ub370\uc774\ud130\uc13c\ud130\uc758 \uc5d0\ub108\uc9c0 \uc18c\ube44\uc5d0 \ub300\ud55c \uc6b0\ub824\uac00 \ucee4\uc9c0\uba74\uc11c, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \ud504\ub85c\uc138\uc11c\uc5d0 \ub300\ud55c \uc694\uad6c\uac00 \ub354\uc6b1 \uac15\ud574\uc9c8 \uac83\uc785\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc804\ub825 \uc18c\ube44\ub97c \uc904\uc774\uace0 \ud0c4\uc18c \ubc1c\uc790\uad6d\uc744 \ucd5c\uc18c\ud654\ud558\uae30 \uc704\ud574 \uc800\uc804\ub825 \uc544\ud0a4\ud14d\ucc98\uc640 \uace0\uae09 \uc804\ub825 \uad00\ub9ac \uae30\uc220\uc744 \ucc44\ud0dd\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc544\ud0a4\ud14d\ucc98 \ub2e4\uc591\ud654: RISC-V\uc640 Arm \uc544\ud0a4\ud14d\ucc98\ub294 x86 \uc544\ud0a4\ud14d\ucc98\uc640 \ud568\uaed8 \uc11c\ubc84 \uc2dc\uc7a5\uc5d0\uc11c \uc810\uc720\uc728\uc744 \ud655\ub300\ud558\uba70 \uacbd\uc7c1\uc744 \uc2ec\ud654\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4. \uc774\ub294 \ud2b9\uc815 \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ucd5c\uc801\ud654\ub41c \ub2e4\uc591\ud55c \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\uc5ec \uc2dc\uc7a5\uc758 \ud601\uc2e0\uc744 \uac00\uc18d\ud654\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc804\ubc18\uc801\uc73c\ub85c, \uc11c\ubc84 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5\uc740 \uae30\uc220 \ubc1c\uc804\uacfc \ub2e4\uc591\ud55c \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ud798\uc785\uc5b4 \uc5ed\ub3d9\uc801\uc774\uace0 \ube60\ub974\uac8c \ubcc0\ud654\ud558\ub294 \ud658\uacbd\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \uc11c\ubc84 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. 2026\ub144 206\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc600\ub358 \uc11c\ubc84 \ub9c8\uc774\ud06c\ub85c\ud504\ub85c\uc138\uc11c \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 297\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \uace0\uc131\ub2a5 \ubc0f \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 CPU\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00, \uc804 \uc138\uacc4 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \ud655\uc7a5, \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 AI\/ML \uc6cc\ud06c\ub85c\ub4dc\uc758 \ud655\uc0b0, 5G \uae30\ubc18 \uc5e3\uc9c0 \ucef4\ud4e8\ud305\uc758 \ud655\uc0b0, \uce69\ub81b \uae30\ubc18 \ubaa8\ub4c8\ud615 \uc124\uacc4 \ucc44\ud0dd, \uadf8\ub9ac\uace0 \uac01\uad6d \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc8fc\uad8c \ud655\ubcf4 \ud504\ub85c\uadf8\ub7a8 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \uc628\ud504\ub808\ubbf8\uc2a4(on-premise) \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc11c\ubc84 \uc608\uc0b0 \uac10\uc18c, \uc9c0\uc18d\uc801\uc778 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \uc911\ub2e8, \ub3c5\uc810 ISA(Instruction-Set Architecture)\uc758 \ub77c\uc774\uc120\uc2a4 \ube44\uc6a9 \uc0c1\uc2b9, \uadf8\ub9ac\uace0 \ub370\uc774\ud130\uc13c\ud130\uc758 \uc5c4\uaca9\ud55c \uc9c0\uc18d\uac00\ub2a5\uc131 \uaddc\uc81c \ub4f1\uc774 \uc9c0\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \ud504\ub85c\uc138\uc11c \uc720\ud615, \uba85\ub839\uc5b4 \uc138\ud2b8 \uc544\ud0a4\ud14d\ucc98(ISA), \ucf54\uc5b4 \uc218, \uc81c\uc870 \uacf5\uc815 \ub178\ub4dc, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4. \ud504\ub85c\uc138\uc11c \uc720\ud615\ubcc4\ub85c\ub294 AI \uc6cc\ud06c\ub85c\ub4dc\uac00 \ubc94\uc6a9 \ucf54\uc5b4\uc5d0\uc11c \ud2b9\uc218 \uac00\uc18d\uae30\ub85c \uc804\ud658\ub428\uc5d0 \ub530\ub77c GPU\uac00 \uc5f0\ud3c9\uade0 8.72%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uba85\ub839\uc5b4 \uc138\ud2b8 \uc544\ud0a4\ud14d\ucc98\ubcc4\ub85c\ub294 RISC-V \uce69\uc774 \ub85c\uc5f4\ud2f0 \uc5c6\ub294 \ubaa8\ub378\uc744 \ud1b5\ud574 \ud074\ub77c\uc6b0\ub4dc \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \uc801\ud569\ud55c \ub9de\ucda4\ud615 \ud655\uc7a5\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uc5f0\ud3c9\uade0 7.97%\uc758 \uc131\uc7a5\ub960\ub85c \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc911\uad6d\uc758 \uad6d\ub0b4 \uc774\ub2c8\uc154\ud2f0\ube0c\uc640 \uc778\ub3c4\uc758 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 9.11%\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc81c\uc870 \uacf5\uc815 \ub178\ub4dc\uc5d0\uc11c\ub294 7nm \uc774\ud558\uc758 \ucca8\ub2e8 \uacf5\uc815\uc774 \uc911\uc694\ud55c \ube44\uc911\uc744 \ucc28\uc9c0\ud558\uba70, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\uc73c\ub85c\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4, \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ub370\uc774\ud130\uc13c\ud130, \ud1b5\uc2e0\/\uc5e3\uc9c0 \uc6b4\uc601\uc790, HPC \ubc0f \uc288\ud37c\ucef4\ud4e8\ud305 \ub4f1\uc774 \uc8fc\uc694 \ubd80\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220\uc801 \uce21\uba74\uc5d0\uc11c\ub294 \uce69\ub81b \uae30\ubc18 \ubaa8\ub4c8\ud615 \uc124\uacc4\uac00 \uc791\uc740 \ub2e4\uc774(die) \uc7ac\uc0ac\uc6a9\uc744 \ud1b5\ud574 \ub9c8\uc2a4\ud06c \ube44\uc6a9\uc744 \uc808\uac10\ud558\uace0 \ubc18\ubcf5 \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\uba70 \ube44\ubc18\ubcf5 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1(NRE) \ube44\uc6a9\uc744 \uc904\uc774\ub294 \ub370 \uae30\uc5ec\ud558\uba70 \ube44\uc6a9 \uc808\uac10\uacfc \ube60\ub978 \uc81c\ud488 \ubc18\ubcf5\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ub610\ud55c, EU \ubc0f \uce98\ub9ac\ud3ec\ub2c8\uc544\uc640 \uac19\uc740 \uc9c0\uc5ed\uc758 \uc804\ub825 \uc0ac\uc6a9 \ud6a8\uc728(PUE) \uc0c1\ud55c\uc120 \ubc0f \uc720\ud734 \uc804\ub825 \uc18c\ube44 \uc81c\ud55c\uacfc \uac19\uc740 \ub370\uc774\ud130\uc13c\ud130 \uc9c0\uc18d\uac00\ub2a5\uc131 \uaddc\uc81c\ub294 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uc640\ud2b8\ub2f9 \uc131\ub2a5\uc744 \uc6b0\uc120\uc2dc\ud558\uace0 \uc561\uccb4 \ub0c9\uac01 \uc194\ub8e8\uc158\uc744 \ucc44\ud0dd\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud1b5\ud574 \ud3c9\uac00\ub429\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 Intel Corporation, Advanced Micro Devices, Inc. (AMD), NVIDIA Corporation, Arm Ltd., Broadcom Inc., Marvell Technology, Inc., Ampere Computing LLC, International Business Machines Corporation (IBM), Huawei Technologies Co., Ltd., Fujitsu Limited, Samsung Electronics Co., Ltd., Taiwan Semiconductor Manufacturing Company Limited (TSMC), Texas Instruments Incorporated, MediaTek Inc., Alibaba Group Holding Ltd. (T-Head), SiFive, Inc., Graphcore Limited, Socionext Inc., Tenstorrent Inc., Ventana Micro Systems Inc., Oracle Corporation \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc5c5\uc758 \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5\uc801 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ub4f1\uc774 \ud504\ub85c\ud30c\uc77c\ub9c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5\uc758 \ubbf8\uac1c\ucc99 \uc601\uc5ed(white-space)\uacfc \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c(unmet-need)\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \ubbf8\ub798 \uc131\uc7a5 \uae30\ud68c\ub97c \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-45650","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\/45650"}],"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=45650"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/45650\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=45650"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=45650"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=45650"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}