{"id":45683,"date":"2026-02-18T23:42:43","date_gmt":"2026-02-18T23:42:43","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/global-semiconductor-front-end-equipment-market-mordor\/"},"modified":"2026-09-25T08:14:11","modified_gmt":"2026-09-24T23:14:11","slug":"global-semiconductor-front-end-equipment-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/global-semiconductor-front-end-equipment-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubc18\ub3c4\uccb4 \uc804\uacf5\uc815 \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\/global-semiconductor-front-end-equipment-market_1709904702574_Semiconductor_Front-End_Equipment_Market_ML.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\/global-semiconductor-front-end-equipment-market-size-image-1771144602494.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 AI \uac00\uc18d\ud654\ub41c 3nm \uc774\ud558 \ub178\ub4dc \ub9c8\uc774\uadf8\ub808\uc774\uc158<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc911\uad6d\uc758 \ub300\uaddc\ubaa8 \uad6d\uac00 \uc9c0\uc6d0 \ud339 \uac74\uc124<\/li>\n<li class=\"toc-level-3\">4.2.3 5G \ubc0f IoT \uae30\uae30 \ud68c\ubcf5\uc73c\ub85c \uc778\ud55c \uc131\uc219 \ub178\ub4dc \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 HBM \uae30\ubc18 TSV \ubc0f \ub525 \uc2e4\ub9ac\ucf58 \uc2dd\uac01 \uac15\ub3c4 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.5 High-NA EUV \ub3c4\uc785\uc73c\ub85c \uc778\ud55c \uc561\ud2f0\ub2c9 \uacc4\uce21 \uc218\uc694 \ubc1c\uc0dd<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc778\ub3c4\uc758 \uc2e0\uaddc 300mm \ud339 (CHIPS \uc5f0\uacc4) 2026-29<\/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 \uc815\ubc00 \uad11\ud559 \ubd80\ud488 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc778\ud55c \ub9ac\ub4dc \ud0c0\uc784 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.2 \ucca8\ub2e8 \ub9ac\uc18c\uadf8\ub798\ud53c\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \uac15\ud654<\/li>\n<li class=\"toc-level-3\">4.3.3 \ud6c4\uba74 \uc804\ub825 \uacf5\uae09 \uacb0\ud568 \ubb38\uc81c\ub85c \uc778\ud55c \uc7a5\ube44 \uc9c0\uc5f0<\/li>\n<li class=\"toc-level-3\">4.3.4 \ub137\uc81c\ub85c \ud339 \uc758\ubb34\ud654\ub85c \uc778\ud55c \uc2b5\uc2dd \ubca4\uce58 TCO \uc0c1\uc2b9<\/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 \uad6c\ub9e4\uc790\uc758 \ud611\uc0c1\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uacf5\uae09\uc5c5\uccb4\uc758 \ud611\uc0c1\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 \uc7a5\ube44 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ub9ac\uc18c\uadf8\ub798\ud53c \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc2dd\uac01 \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc99d\ucc29 \ubc0f \ubc15\ub9c9 \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc774\uc628 \uc8fc\uc785 \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.1.5 CMP \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.1.6 \uc138\uc815 \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.1.7 \uac80\uc0ac \ubc0f \uce21\uc815<\/li>\n<li class=\"toc-level-3\">5.1.8 \ud2b8\ub799, \ucf54\ud130 \ubc0f \ud604\uc0c1\uae30<\/li>\n<li class=\"toc-level-3\">5.1.9 \uc5f4\ucc98\ub9ac<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ud30c\uc6b4\ub4dc\ub9ac \ubc0f \ub85c\uc9c1<\/li>\n<li class=\"toc-level-3\">5.2.2 IDM, \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5<\/li>\n<li class=\"toc-level-3\">5.2.3 \uba54\ubaa8\ub9ac, DRAM \ubc0f NAND<\/li>\n<li class=\"toc-level-3\">5.2.4 \ud2b9\uc218 \uc544\ub0a0\ub85c\uadf8 \ubc0f \uc804\ub825<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 300 mm<\/li>\n<li class=\"toc-level-3\">5.3.2 200 mm<\/li>\n<li class=\"toc-level-3\">5.3.3 150 mm \ubc0f = 100 mm<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uacf5\uc815 \ub178\ub4dc \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 = 5 nm<\/li>\n<li class=\"toc-level-3\">5.4.2 6-16 nm<\/li>\n<li class=\"toc-level-3\">5.4.3 28-65 nm<\/li>\n<li class=\"toc-level-3\">5.4.4 &gt; 65 nm (\uc131\uc219)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \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 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \ub274\uc9c8\ub79c\ub4dc<\/li>\n<li class=\"toc-level-4\">5.5.4.7 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.5.5.1.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.5.5.1.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \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 \ucf00\ub0d0<\/li>\n<li class=\"toc-level-5\">5.5.5.2.4 \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 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \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 KLA Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 ASML Holding N.V.<\/li>\n<li class=\"toc-level-3\">6.4.4 Lam Research Corporation<\/li>\n<li class=\"toc-level-3\">6.4.5 Tokyo Electron Limited<\/li>\n<li class=\"toc-level-3\">6.4.6 Nikon Corporation<\/li>\n<li class=\"toc-level-3\">6.4.7 Canon Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 SCREEN Holdings Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 ASM International N.V.<\/li>\n<li class=\"toc-level-3\">6.4.10 Advantest Corporation<\/li>\n<li class=\"toc-level-3\">6.4.11 Disco Corporation<\/li>\n<li class=\"toc-level-3\">6.4.12 Lasertec Corporation<\/li>\n<li class=\"toc-level-3\">6.4.13 Axcelis Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 Onto Innovation Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 Veeco Instruments Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 AMETEK Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Plasma-Therm LLC<\/li>\n<li class=\"toc-level-3\">6.4.18 NAURA Technology Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.19 Advanced Micro-Fab Equipment (AMEC) Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 Shanghai Micro Electronics Equipment (SMEE) Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.21 Ebara Corporation<\/li>\n<li class=\"toc-level-3\">6.4.22 TEL Semes Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.23 ULVAC Inc.<\/li>\n<li class=\"toc-level-3\">6.4.24 ACCRETECH Inc. (Tokyo Seimitsu)<\/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 \uc804\uacf5\uc815 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031)<\/p>\n<p>\ubaa8\ub974\ub3c4\ub974 \uc778\ud154\ub9ac\uc804\uc2a4(Mordor Intelligence) \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \ubc18\ub3c4\uccb4 \uc804\uacf5\uc815 \uc7a5\ube44 \uc2dc\uc7a5\uc740 2025\ub144 1,079\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 1,158\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uc5ec 2031\ub144\uc5d0\ub294 1,639\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 7.2%\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc870\uc0ac \uae30\uac04\uc740 2020\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc774\uba70, \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144 1,158\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec, 2031\ub144 1,639\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc740 7.20%\uc774\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 &#8216;\uc911\uac04&#8217; \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \ub3d9\uc778<\/p>\n<p>\uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc778\uacf5\uc9c0\ub2a5(AI) \uac00\uc18d\uae30 \uc218\uc694 \uc99d\uac00, \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM)\uc758 \ube60\ub978 \ucc44\ud0dd, \uc911\uad6d\uc758 \uad6d\uac00 \uc8fc\ub3c4 \ud339 \uac74\uc124 \ub4f1 \uc5ec\ub7ec \uc694\uc778\uc5d0 \uc758\ud574 \uac15\ud654\ub418\ub294 \ub2e4\ub144\uac04\uc758 \uc790\ubcf8 \uc9c0\ucd9c \uc8fc\uae30\uc5d0 \ud798\uc785\uc740 \uac83\uc785\ub2c8\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac \uae30\uc5c5\ub4e4\uc740 2nm \ubc0f 1.4nm \ub178\ub4dc\ub97c \ube60\ub974\uac8c \ub3c4\uc785\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc6e8\uc774\ud37c\ub2f9 \ub354 \ub9ce\uc740 \ub9ac\uc18c\uadf8\ub798\ud53c, \uc2dd\uac01, \uacc4\uce21 \ub2e8\uacc4\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 HBM3E \ubc0f \ud5a5\ud6c4 HBM4 \uc81c\ud488\uc758 \ud655\uc7a5\uc5d0 \ub530\ub77c TSV(Through-Silicon-Via) \ubc0f \uc6e8\uc774\ud37c \ubcf8\ub529 \uc7a5\ube44\uc5d0 \ub300\ud55c \uc608\uc0b0 \ud560\ub2f9\uc744 \ub298\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0, \uc218\ucd9c \ud1b5\uc81c \uc870\uce58\ub85c \uc778\ud574 \uc911\uad6d\uc740 \uc131\uc219 \ub178\ub4dc \uc99d\ucc29 \ubc0f \uc2dd\uac01 \ud50c\ub7ab\ud3fc\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \uc9d1\uc911\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ub808\uac70\uc2dc \uc7a5\ube44 \ubd80\ubb38\uc5d0\uc11c \uac00\uaca9 \uacbd\uc7c1\uc744 \uc2ec\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. EUV \uad11\ud559 \ubc0f \ud6c4\uba74 \uc804\ub825 \uacf5\uae09 \uac80\uc0ac \ubd84\uc57c\uc758 \uacf5\uae09\ub9dd \uc81c\uc57d\uc740 \uc7a5\ube44 \ub9ac\ub4dc \ud0c0\uc784\uc744 \ucd5c\ub300 2\ub144\uae4c\uc9c0 \uc5f0\uc7a5\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc7a5\ube44 \uc720\ud615\ubcc4: \ub9ac\uc18c\uadf8\ub798\ud53c\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 28.94%\ub85c \uc120\ub450\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, High-NA EUV \uc7a5\ube44\ub294 2031\ub144\uae4c\uc9c0 11.72%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: \ud30c\uc6b4\ub4dc\ub9ac \ubc0f \ub85c\uc9c1 \uace0\uac1d\uc774 2025\ub144 \ub9e4\ucd9c\uc758 46.21%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \uba54\ubaa8\ub9ac \uc81c\uc870\uc5c5\uccb4\ub294 2031\ub144\uae4c\uc9c0 10.40%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4: 300mm \ubd80\ubb38\uc774 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 71.49%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2026-2031\ub144 \ub3d9\uc548 8.98%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uacf5\uc815 \ub178\ub4dc \uae30\uc220\ubcc4: 65nm \uc774\uc0c1 \uc131\uc219 \ub178\ub4dc\uac00 2025\ub144 38.62%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc73c\uba70, 5nm \uc774\ud558 \ub178\ub4dc\ub294 2031\ub144\uae4c\uc9c0 9.32%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c\uc758 55.17%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ub300\ub9cc, \ud55c\uad6d, \uc778\ub3c4\uc758 \uc9d1\uc911\uc801\uc778 \uc0dd\uc0b0 \ub2a5\ub825 \uc99d\ub300\uc5d0 \ud798\uc785\uc5b4 8.40%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc804\uacf5\uc815 \uc7a5\ube44 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\uc8fc\uc694 \ub3d9\uc778:<\/p>\n<p>*   AI \uac00\uc18d\ud654 \ub178\ub4dc 3nm \uc774\ud558 \uc804\ud658: \ud30c\uc6b4\ub4dc\ub9ac \uae30\uc5c5\ub4e4\uc740 \ub098\ub178\uc2dc\ud2b8 \uacf5\uc815\uc744 \uae30\uc874 \ub85c\ub4dc\ub9f5\ubcf4\ub2e4 \uc218\ub144 \uc55e\ub2f9\uaca8 \ub3c4\uc785\ud558\uba70 \ub178\ub4dc \uc804\ud658 \uc8fc\uae30\ub97c \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC\uc758 N2, \uc778\ud154\uc758 18A, \uc0bc\uc131\uc758 2nm GAA(Gate-All-Around) \uacf5\uc815\uc740 \uae30\uc874 FinFET \ub300\ube44 \uc57d 30% \ub354 \ub9ce\uc740 \uc2dd\uac01 \ubc0f \uc99d\ucc29 \ub2e8\uacc4\ub97c \uc694\uad6c\ud558\uba70, \uc774\ub294 \uc0dd\uc0b0 \ub77c\uc778\ub2f9 \uc7a5\ube44 \uc218 \uc99d\uac00\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4. ASML\ub9cc\uc774 \uc774\ub7ec\ud55c \ucca8\ub2e8 \ub808\uc774\uc5b4\uc5d0 \ud544\uc694\ud55c EUV \uc2a4\uce90\ub108\ub97c \uacf5\uae09\ud560 \uc218 \uc788\uc73c\uba70, 2026\ub144 \uc0dd\uc0b0 \ub2a5\ub825\uc740 \uc57d 90\ub300\ub85c \uc81c\ud55c\ub418\uc5b4 \ud339 \uac00\ub3d9 \ubc0f \ud655\uc7a5 \ub2a5\ub825\uc5d0 \uc81c\uc57d\uc744 \uac00\ud569\ub2c8\ub2e4.<br \/>\n*   HBM \uae30\ubc18 TSV \ubc0f \ub525 \uc2e4\ub9ac\ucf58 \uc2dd\uac01 \uac15\ub3c4 \uae09\uc99d: HBM3E \ud328\ud0a4\uc9c0\uac00 \ucd5c\ub300 12\uac1c\uc758 \ub2e4\uc774\ub97c \uc801\uce35\ud558\uba74\uc11c \uba54\ubaa8\ub9ac \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ub525 \ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01\uae30 \ubc0f \uad6c\ub9ac \ucda9\uc804 \uc99d\ucc29 \uc7a5\ube44 \uc8fc\ubb38\uc744 \ud06c\uac8c \ub298\ub838\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc6e8\uc774\ud37c\ub2f9 \uc218\ub9cc \uac1c\uc758 \uace0\uc885\ud6a1\ube44 \ube44\uc544\ub97c \ud544\uc694\ub85c \ud558\uba70, Lam Research\uc758 Flex \ud50c\ub7ab\ud3fc\uacfc Applied Materials\uc758 Sym3 Y \ucc54\ubc84\ub294 \uc774 \ubd80\ubb38\uc5d0\uc11c \ub450 \uc790\ub9bf\uc218 \uc8fc\ubb38 \uc99d\uac00\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d\uc758 \ub300\uaddc\ubaa8 \uad6d\uac00 \uc9c0\uc6d0 \ud339 \uac74\uc124: \uc911\uad6d \uc815\ubd80\uc758 3\ucc28 \uc9d1\uc801\ud68c\ub85c \uae30\uae08\uc740 \ub2e4\uc218\uc758 28nm \ubc0f 40nm \uc0dd\uc0b0 \ub77c\uc778 \uac1c\ubc1c\uc744 \uc801\uadf9 \uc9c0\uc6d0\ud558\uba70, 2025\ub144\uae4c\uc9c0 \uc7a5\ube44 \uc9c0\ucd9c\uc774 280\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c\uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc911\uad6d\uc758 \uacf5\uaca9\uc801\uc778 \ud22c\uc790\ub294 \uc804 \uc138\uacc4 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\ub825 \uc911 \ud558\ub098\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \uc804\uacf5\uc815 \uc7a5\ube44 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc804\uacf5\uc815\uc740 \ube14\ub7ad\ud06c \uc6e8\uc774\ud37c\uc5d0\uc11c \uc644\uc131\ub41c \uc6e8\uc774\ud37c\ub97c \uc0dd\uc0b0\ud558\ub294 \uacfc\uc815\uc73c\ub85c, \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c \uc81c\uc791, \ud3ec\ud1a0\ub9ac\uc18c\uadf8\ub798\ud53c, \uc99d\ucc29, \uc2dd\uac01, \uc774\uc628 \uc8fc\uc785 \ubc0f \uae30\uacc4\uc801 \uc5f0\ub9c8 \uc7a5\ube44 \ub4f1\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, \ubc18\ub3c4\uccb4 \uc804\uacf5\uc815 \uc7a5\ube44 \uc2dc\uc7a5\uc740 AI \uc6cc\ud06c\ub85c\ub4dc \uc99d\uac00, HBM(\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac) \uc0dd\uc0b0 \ud655\ub300, \uadf8\ub9ac\uace0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc9c0\uc18d\uc801\uc778 \ud339(Fab) \ud655\uc7a5 \ub4f1\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 1,639\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \ub2e4\uc74c\uacfc \uac19\uc740 \uc694\uc18c\ub4e4\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI \uac00\uc18d\ud654 \ub178\ub4dc \uc804\ud658: 3nm \uc774\ud558\uc758 \ucca8\ub2e8 \ub178\ub4dc\ub85c\uc758 AI \uac00\uc18d\ud654 \uc804\ud658\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d\uc758 \ub300\uaddc\ubaa8 \uad6d\uc601 \ud339 \uac74\uc124: \uc911\uad6d \uc815\ubd80\uc758 \uc9c0\uc6d0\uc744 \ubc1b\ub294 \ub300\uaddc\ubaa8 \ud339 \uac74\uc124\uc774 \uc7a5\ube44 \uc218\uc694\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   5G \ubc0f IoT \uae30\uae30 \ud68c\ubcf5: 5G \ubc0f IoT \uae30\uae30 \uc218\uc694 \ud68c\ubcf5\uc774 \uc131\uc219 \ub178\ub4dc \uc7a5\ube44 \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   HBM \uae30\ubc18 TSV \ubc0f \ub525 \uc2e4\ub9ac\ucf58 \uc2dd\uac01 \uac15\ub3c4 \uc99d\uac00: HBM \uc0dd\uc0b0\uc5d0 \ud544\uc694\ud55c TSV(Through-Silicon Via) \ubc0f \ub525 \uc2e4\ub9ac\ucf58 \uc2dd\uac01 \uacf5\uc815\uc758 \uac15\ub3c4 \uc99d\uac00\uac00 \uad00\ub828 \uc7a5\ube44 \uc218\uc694\ub97c \ub192\uc785\ub2c8\ub2e4.<br \/>\n*   High-NA EUV \ub3c4\uc785: High-NA EUV(\uadf9\uc790\uc678\uc120) \ub9ac\uc18c\uadf8\ub798\ud53c \uc7a5\ube44\uc758 \ub3c4\uc785\uc740 \uc11c\ube0c 2nm \ud328\ud130\ub2dd\uc758 \uc591\uc0b0\ud654\uc640 \ud568\uaed8 \uc561\ud2f0\ub2c9 \uacc4\uce21 \uc7a5\ube44 \uc218\uc694\ub97c \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<br \/>\n*   \uc778\ub3c4\uc758 \uc2e0\uaddc 300mm \ud339 \uac74\uc124: CHIPS \ubc95\uc548\uacfc \uc5f0\uacc4\ub41c \uc778\ub3c4\uc758 \uc2e0\uaddc 300mm \ud339 \uac74\uc124(2026-2029\ub144)\ub3c4 \uc911\uc694\ud55c \ub3d9\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<br \/>\n*   \uc815\ubc00 \uad11\ud559 \ubd80\ud488 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1: \uc815\ubc00 \uad11\ud559 \ubd80\ud488\uc758 \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc778\ud574 \ub9ac\ub4dc \ud0c0\uc784\uc774 \uae38\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \ub9ac\uc18c\uadf8\ub798\ud53c\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \uac15\ud654: \ucca8\ub2e8 \ub9ac\uc18c\uadf8\ub798\ud53c \uc7a5\ube44\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \uac15\ud654\ub294 \uc2dc\uc7a5\uc5d0 \uc81c\uc57d\uc744 \uac00\ud569\ub2c8\ub2e4. \ud2b9\ud788 \uc911\uad6d\uc5d0 \ub300\ud55c \ucca8\ub2e8 \ub9ac\uc18c\uadf8\ub798\ud53c \ud310\ub9e4 \uc81c\ud55c\uc740 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uc81c\ud488 \ub77c\uc778\uc744 \ubd84\ub9ac\ud558\uac8c \ub9cc\ub4e4\uace0 \uc7a5\uae30 \uc131\uc7a5\ub960\uc744 \uc57d 0.5%p \uac10\uc18c\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud6c4\uba74 \uc804\ub825 \uacf5\uae09 \uacb0\ud568 \ubb38\uc81c: \ud6c4\uba74 \uc804\ub825 \uacf5\uae09(Back-Side Power-Delivery) \uad00\ub828 \uacb0\ud568 \ud574\uacb0 \uc9c0\uc5f0\uc774 \uc7a5\ube44 \ub3c4\uc785\uc744 \ub2a6\ucda5\ub2c8\ub2e4.<br \/>\n*   \ub137\uc81c\ub85c \ud339 \uc758\ubb34\ud654: \ub137\uc81c\ub85c(Net-Zero) \ud339 \uc758\ubb34\ud654\ub294 \uc2b5\uc2dd \ubca4\uce58(Wet-Bench)\uc758 \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO)\uc744 \uc0c1\uc2b9\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n<p>\uc7a5\ube44 \uc720\ud615\ubcc4\ub85c\ub294 \uc11c\ube0c 2nm \ud328\ud130\ub2dd\uc758 \uc591\uc0b0\ud654\uac00 \uc9c4\ud589\ub428\uc5d0 \ub530\ub77c High-NA EUV \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc2a4\ud15c\uc774 \uc5f0\ud3c9\uade0 11.72%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub610\ud55c, HBM3E \ubc0f HBM4 \uc2a4\ud0dd \uc0dd\uc0b0\uc744 \uc704\ud55c TSV \uc2dd\uac01, \uad6c\ub9ac \ucda9\uc9c4, \uc6e8\uc774\ud37c \ubcf8\ub529 \uc7a5\ube44 \uc218\uc694 \uc99d\uac00\ub85c \uc778\ud574 \uba54\ubaa8\ub9ac \ubd80\ubb38 \uc7a5\ube44 \uc218\uc694\ub294 \uc5f0\ud3c9\uade0 10.40% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc7a5\ube44 \uc720\ud615(\ub9ac\uc18c\uadf8\ub798\ud53c, \uc2dd\uac01, \uc99d\ucc29, \uc774\uc628 \uc8fc\uc785, CMP, \uc138\uc815, \uac80\uc0ac \ubc0f \uacc4\uce21, \ud2b8\ub799\/\ucf54\ud130\/\ub514\ubca8\ub85c\ud37c, \uc5f4\ucc98\ub9ac), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\ud30c\uc6b4\ub4dc\ub9ac \ubc0f \ub85c\uc9c1, IDM, \uba54\ubaa8\ub9ac, \ud2b9\uc218 \uc544\ub0a0\ub85c\uadf8 \ubc0f \uc804\ub825), \uc6e8\uc774\ud37c \ud06c\uae30(300mm, 200mm, 150mm \ubc0f 100mm \uc774\ud558), \uacf5\uc815 \ub178\ub4dc \uae30\uc220(5nm \uc774\ud558, 6-16nm, 28-65nm, 65nm \ucd08\uacfc), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ub2e4\ub8e8\uba70, Applied Materials, KLA Corporation, ASML Holding, Lam Research, Tokyo Electron \ub4f1 20\uac1c \uc774\uc0c1\uc758 \uc8fc\uc694 \uae00\ub85c\ubc8c \uae30\uc5c5 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \uc804\uacf5\uc815 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \ud604\uc7ac \uc0c1\ud669\uacfc \ubbf8\ub798 \uc804\ub9dd\uc744 \uc774\ud574\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \uc815\ubcf4\ub97c \uc81c\uacf5\ud558\uba70, \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ucda9\uc871 \uc218\uc694\uc5d0 \ub300\ud55c \ud3c9\uac00\ub3c4 \ud3ec\ud568\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-45683","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\/45683"}],"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=45683"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/45683\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=45683"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=45683"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=45683"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}