{"id":46316,"date":"2026-02-19T06:27:04","date_gmt":"2026-02-19T06:27:04","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/extreme-ultraviolet-lithography-market-mordor\/"},"modified":"2026-09-25T18:40:04","modified_gmt":"2026-09-25T09:40:04","slug":"extreme-ultraviolet-lithography-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/extreme-ultraviolet-lithography-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uadf9\uc790\uc678\uc120 \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/extreme-ultraviolet-lithography-market-1750846530818-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\/extreme-ultraviolet-lithography-market-size-image-1770200797832.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \uc5f0\uad6c \ubc94\uc704<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 5nm \ubbf8\ub9cc \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac \ub178\ub4dc \uc218\uc694<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \uac00\uc18d\ud654\ub41c AI\/5G\/HPC \uc6a9\ub7c9 \uad6c\ucd95<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \uc815\ubd80 \ubc18\ub3c4\uccb4 \ubcf4\uc870\uae08 \ud504\ub85c\uadf8\ub7a8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 High-NA (0.55 NA) EUV \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 \uc804\ud658<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \ud3a0\ub9ac\ud074 \uba64\ube0c\ub808\uc778 \ud601\uc2e0\uc73c\ub85c \uc778\ud55c \uc0dd\uc0b0\uc131 \ub3c4\uc57d<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 ERL \uae30\ubc18 \uc18c\ud615 EUV \uad11\uc6d0 R&#038;D \ubaa8\uba58\ud140<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \uc2dc\uc7a5 \uc81c\uc57d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 1\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uc774\uc0c1\uc758 \uc2dc\uc2a4\ud15c \ube44\uc6a9 \ubc0f \ud339 \uac1c\uc870 \ubcf5\uc7a1\uc131<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \ub2e8\uc77c \uacf5\uae09\uc5c5\uccb4 \uc758\uc874\uc131 \ubc0f \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 EUV \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8\uc758 \ud655\ub960\uc801 \uacb0\ud568<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 EUV \uad50\uc721\uc744 \ubc1b\uc740 \ud604\uc7a5 \uc11c\ube44\uc2a4 \uc5d4\uc9c0\ub2c8\uc5b4 \ubd80\uc871<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \uaddc\uc81c \ud658\uacbd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \uae30\uc220 \uc804\ub9dd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5 \ud3c9\uac00<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \uc81c\ud488 \uc720\ud615\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \uad11\uc6d0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \ubbf8\ub7ec\/\uad11\ud559<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \ub9c8\uc2a4\ud06c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.4 \ud3a0\ub9ac\ud074<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.5 \ub9c8\uc2a4\ud06c \ube14\ub7ad\ud06c<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc720\ud615\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \ud30c\uc6b4\ub4dc\ub9ac<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5 (IDM)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \uae30\uc220 \ub178\ub4dc\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 7 nm \uc774\uc0c1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 5 nm<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 3 nm<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 2 nm \uc774\ud558<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \uad11\uc6d0 \uae30\uc220\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \ub808\uc774\uc800 \uc0dd\uc131 \ud50c\ub77c\uc988\ub9c8 (LPP)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \uac00\uc2a4 \ubc29\uc804 \ud50c\ub77c\uc988\ub9c8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \uc9c4\uacf5 \uc2a4\ud30c\ud06c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 ERL-EUV<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \uc9c0\uc5ed\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \ubd81\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.1 \ubbf8\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.2 \uce90\ub098\ub2e4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.1 \ube0c\ub77c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.2 \uae30\ud0c0 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.1 \ub3c5\uc77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.2 \ub124\ub35c\ub780\ub4dc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.3 \uc601\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.4 \ud504\ub791\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.5 \uc774\ud0c8\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.6 \ub7ec\uc2dc\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.7 \uae30\ud0c0 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.1 \ub300\ub9cc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.2 \ub300\ud55c\ubbfc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.3 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.4 \uc911\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.5 \uc2f1\uac00\ud3ec\ub974<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.1 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.1 GCC<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.2 \ud280\ub974\ud0a4\uc608<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.3 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.1.4 \uae30\ud0c0 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.2 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.5.2.2 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 ASML \ud640\ub529 N.V.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 \uce90\ub17c Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 \ub2c8\ucf58 \ucf54\ud37c\ub808\uc774\uc158<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 ZEISS SMT<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 \uc6b0\uc2dc\uc624 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 \uae30\uac00\ud3ec\ud1a4 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 \uc0ac\uc774\uba38 LLC<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 \ud1b1\ud310 \ud3ec\ud1a0\ub9c8\uc2a4\ud06c Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 \ud638\uc57c \ucf54\ud37c\ub808\uc774\uc158<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 AGC Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 \uc2e0\uc5d0\uce20 \ud654\ud559 Co.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 JSR Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 \ub3c4\ucfc4 \uc624\uce74 \ucf54\uad50 (TOK)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 \ub4c0\ud3f0 \ub4dc \ub290\ubb34\ub974 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 \uce7c \uc790\uc774\uc2a4 \ud558\uc774-NA \uc2dc\uc2a4\ud15c\uc988<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 \uc728\ub9ac\ud0c0 AG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 \ud558\uc774\ub378\ubca0\ub974\ud06c \uc778\uc2a4\ud2b8\ub8e8\uba3c\uce20 \ub9c8\uc774\ud06c\ub85c\ud14c\ud06c\ub2c9 GmbH<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 KLA \ucf54\ud37c\ub808\uc774\uc158<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 \uc5b4\ud50c\ub77c\uc774\ub4dc \uba38\ud2f0\ub9ac\uc5bc\uc988 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 \ub7a8 \ub9ac\uc11c\uce58 Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.21 \ud788\ud0c0\uce58 \ud558\uc774\ud14c\ud06c Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.22 \uc778\ud504\ub9ac\uc544 \ucf54\ud37c\ub808\uc774\uc158<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.23 JEOL Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.24 \ube44\ucf54 \uc778\uc2a4\ud2b8\ub8e8\uba3c\uce20 Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.25 \uc628\ud1a0 \uc774\ub178\ubca0\uc774\uc158 Inc.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uadf9\uc790\uc678\uc120(EUV) \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5 \uaddc\ubaa8, \uc131\uc7a5 \ub3d9\uc778 \ubc0f \uc0b0\uc5c5 \uc804\ub9dd (2031\ub144\uae4c\uc9c0)<\/p>\n<p>\uc11c\ub860<br \/>\n\uadf9\uc790\uc678\uc120(EUV) \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 9.35%\uc758 \uacac\uc870\ud55c \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70, 2031\ub144\uc5d0\ub294 405\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub294 \uc8fc\ub85c 5\ub098\ub178\ubbf8\ud130(nm) \uc774\ud558\uc758 \ucca8\ub2e8 \ub178\ub4dc\ub85c\uc758 \uc804\ud658, \uc778\uacf5\uc9c0\ub2a5(AI), 5G, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \ubd84\uc57c\uc758 \uc218\uc694 \uc99d\uac00, \uadf8\ub9ac\uace0 \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \ubcf4\uc870\uae08 \uc815\ucc45\uc5d0 \ud798\uc785\uc740 \uacb0\uacfc\uc785\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0, High-NA \ub178\uad11 \uc7a5\ube44\ub85c\uc758 \uc804\ud658\uacfc \ud0c4\uc18c \ub098\ub178\ud29c\ube0c \ud3a0\ub9ac\ud074, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \uad11\uc6d0 \ub4f1 \ubd80\ud488 \uae30\uc220\uc758 \ubc1c\uc804\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ub354\uc6b1 \uac00\uc18d\ud654\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694<br \/>\nMordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, EUV \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5\uc740 2025\ub144 237\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 259\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 405\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 9.35%\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uae30\uc900 63.85%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud558\uace0 \uc788\uc73c\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc774 10.9%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub192\uc740 \uc218\uc900\uc744 \ubcf4\uc774\uba70, ASML Holding NV, ZEISS SMT, Gigaphoton Inc., Cymer LLC, Canon Inc. \ub4f1\uc774 \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4\ub85c \ud65c\ub3d9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778<br \/>\n*   5nm \uc774\ud558 \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac \ub178\ub4dc \uc218\uc694 \uc99d\uac00 (CAGR \uc601\ud5a5 +3.8%, \uc911\uae30\uc801): 2025\ub144 \uc591\uc0b0 \uc608\uc815\uc778 2nm \uce69\uacfc \uac19\uc740 \ucd08\ubbf8\uc138 \uc120\ud3ed \uad6c\ud604\uc5d0\ub294 EUV \ub178\uad11 \uae30\uc220\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. EUV\ub294 \uacf5\uc815 \ub2e8\uacc4\ub97c \uc904\uc774\uace0 \uc120\ud3ed \uac70\uce60\uae30(line-edge roughness)\ub97c \uac1c\uc120\ud558\uc5ec \uc0dd\uc0b0 \ud6a8\uc728\uc131\uc744 \ub192\uc785\ub2c8\ub2e4. TSMC\ub294 EUV \uc7a5\ube44\uc5d0 123\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec 3nm \uc124\uacc4 \ub300\ube44 10~15%\uc758 \uc18d\ub3c4 \ud5a5\uc0c1 \ub610\ub294 25~30%\uc758 \uc804\ub825 \uc808\uac10\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI\/5G\/HPC \uc5ed\ub7c9 \uad6c\ucd95 \uac00\uc18d\ud654 (CAGR \uc601\ud5a5 +2.4%, \ub2e8\uae30\uc801): AI \uac00\uc18d\uae30, 5G \uae30\uc9c0\uad6d \uce69, \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac \ub4f1\uc740 \ubaa8\ub450 \ubbf8\uc138 \ud53c\uce58 \uae08\uc18d\ud654(tight pitch metallization)\ub97c \uc694\uad6c\ud558\uba70, \uc774\ub294 EUV \uae30\uc220 \uc218\uc694\ub97c \uacac\uc778\ud569\ub2c8\ub2e4. TSMC\uc758 2024\ub144 4\ubd84\uae30 \ub9e4\ucd9c\uc774 \uc804\ub144 \ub300\ube44 37% \uc99d\uac00\ud55c 268\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \uae30\ub85d\ud55c \uac83\uc740 \uc774\ub7ec\ud55c \uc218\uc694 \uaddc\ubaa8\ub97c \uc798 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \ubcf4\uc870\uae08 \ud504\ub85c\uadf8\ub7a8 (CAGR \uc601\ud5a5 +1.7%, \uc911\uae30\uc801): \ubbf8\uad6d CHIPS Act(520\uc5b5 \ub2ec\ub7ec), \uc720\ub7fd Chips Act(2030\ub144\uae4c\uc9c0 \ubc18\ub3c4\uccb4 \uc810\uc720\uc728 20% \ubaa9\ud45c), \uc77c\ubcf8\uc758 GAAFET \uc5f0\uad6c \ub3d9\ub9f9 \ub4f1 \uac01\uad6d \uc815\ubd80\uc758 \ubcf4\uc870\uae08 \uc815\ucc45\uc740 \uc2e0\uaddc \ud339 \uac74\uc124\uc744 \ucd09\uc9c4\ud558\uace0 EUV \ub178\uad11 \uc7a5\ube44 \ubc0f \uad00\ub828 \ubd80\ud488\uc758 \uc9c0\ub9ac\uc801 \uace0\uac1d \uae30\ubc18\uc744 \ud655\ub300\ud569\ub2c8\ub2e4.<br \/>\n*   High-NA (0.55 NA) EUV \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 \uc804\ud658 (CAGR \uc601\ud5a5 +1.2%, \uc7a5\uae30\uc801): ASML\uc774 2023\ub144 \ub9d0 \uc778\ud154\uc5d0 \uccab 0.55 NA \uc2a4\uce90\ub108\ub97c \ucd9c\ud558\ud558\uba74\uc11c, \uc774 \ud50c\ub7ab\ud3fc\uc740 \uae30\uc874 0.33 NA \uc7a5\ube44 \ub300\ube44 2.9\ubc30 \ub192\uc740 \ubc00\ub3c4\ub97c \uc81c\uacf5\ud558\uc5ec \uc6e8\uc774\ud37c\ub2f9 \ud328\ud130\ub2dd \ub2e8\uacc4\ub97c \uc904\uc785\ub2c8\ub2e4. \ub300\ub2f9 3\uc5b5 8,400\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\uc9c0\ub9cc, \ub9c8\uc2a4\ud06c \uc218 \uac10\uc18c \ubc0f \uc218\uc728 \uac1c\uc120\uc744 \ud1b5\ud574 \uc0dd\uc0b0\uc131 \ud5a5\uc0c1\uc744 \uac00\uc838\uc635\ub2c8\ub2e4.<br \/>\n*   \ud3a0\ub9ac\ud074 \uba64\ube0c\ub808\uc778 \ud601\uc2e0\uc744 \ud1b5\ud55c \uc0dd\uc0b0\uc131 \ud5a5\uc0c1 (CAGR \uc601\ud5a5 +0.8%, \uc911\uae30\uc801): \ud0c4\uc18c \ub098\ub178\ud29c\ube0c(CNT) \ud3a0\ub9ac\ud074\uc740 97~98%\uc758 \ud22c\uacfc\uc728\uacfc 1,000W \ub178\uad11\uc5d0 \uacac\ub514\ub294 \ub0b4\uad6c\uc131\uc744 \uc81c\uacf5\ud558\uba70, 2nm \uacf5\uc815 \ud750\ub984\uc5d0 \uc801\uc6a9\uc774 \uc2b9\uc778\ub418\uc5b4 \ubaa8\ub4e0 \ub9c8\uc2a4\ud06c \ub808\uc774\uc5b4 \ubcf4\ud638\ub97c \uc704\ud55c \uad50\uccb4 \uc8fc\uae30\ub97c \uc5f4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   ERL \uae30\ubc18 \uc18c\ud615 EUV \uad11\uc6d0 R&#038;D \ubaa8\uba58\ud140 (CAGR \uc601\ud5a5 +0.5%, \uc7a5\uae30\uc801): ERL(Energy Recovery Linac) \uae30\ubc18 EUV \uad11\uc6d0 \uc5f0\uad6c\ub294 \uc8fc\uc11d \uc794\ud574 \ubb38\uc81c\ub97c \ud574\uacb0\ud558\uace0 \uc804\ub825 \uc18c\ubaa8\ub97c \uc904\uc5ec, 1.4nm \ub178\ub4dc\uc5d0 \ub9de\ucdb0 \uc0c1\uc6a9\ud654\ub420 \uacbd\uc6b0 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654 \ubc0f \uc6b4\uc601 \ube44\uc6a9 \uc808\uac10\uc5d0 \uae30\uc5ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n*   1\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uc774\uc0c1\uc758 \uc2dc\uc2a4\ud15c \ube44\uc6a9 \ubc0f \ud339 \uac1c\uc870 \ubcf5\uc7a1\uc131 (CAGR \uc601\ud5a5 -3.2%, \uc911\uae30\uc801): EUV \uc2a4\uce90\ub108\uc758 \ub192\uc740 \ucd08\uae30 \ube44\uc6a9\uacfc \ud074\ub9b0\ub8f8 \uacf5\uae30 \ud750\ub984, \uc9c4\ub3d9 \uac10\uc1e0, \uc804\ub825 \ubd84\ubc30 \ub4f1 \ud339 \uac1c\uc870\uc758 \ubcf5\uc7a1\uc131\uc740 \uc18c\uaddc\ubaa8 \ud30c\uc6b4\ub4dc\ub9ac\uc758 \uc9c4\uc785 \uc7a5\ubcbd\uc73c\ub85c \uc791\uc6a9\ud558\uc5ec \uae30\uc220 \uaca9\ucc28\ub97c \uc2ec\ud654\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub2e8\uc77c \uacf5\uae09\uc5c5\uccb4 \uc758\uc874\uc131 \ubc0f \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1 (CAGR \uc601\ud5a5 -2.1%, \ub2e8\uae30\uc801): ASML\uc774 EUV \uc2dc\uc2a4\ud15c \uacf5\uae09\uc758 100%\ub97c \ucc28\uc9c0\ud558\ub294 \ub3c5\uc810\uc801 \uad6c\uc870\uc640 \uc5f0\uac04 \uc57d 50\ub300\ub85c \uc81c\ud55c\ub41c \uc0dd\uc0b0\ub7c9\uc740 \uacf5\uae09\ub9dd \ucde8\uc57d\uc131\uc744 \uc57c\uae30\ud569\ub2c8\ub2e4. \uace0\uc21c\ub3c4 \uc720\ub9ac, \ub2e4\uce35 \ubbf8\ub7ec \ub4f1 \ud575\uc2ec \ubd80\ud488 \ub610\ud55c \ub2e8\uc77c \uacf5\uae09\uc6d0\uc5d0 \uc758\uc874\ud558\ub294 \uacbd\ud5a5\uc774 \uc788\uc5b4, \uacf5\uae09 \ucc28\uc9c8 \ubc1c\uc0dd \uc2dc \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   EUV \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8\uc758 \ud655\ub960\uc801 \uacb0\ud568 (CAGR \uc601\ud5a5 -1.1%, \uc911\uae30\uc801): EUV \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8\ub294 \ubbf8\uc138 \ud328\ud134 \ud615\uc131 \uc2dc \ubb34\uc791\uc704\uc801\uc778 \uacb0\ud568(stochastic defectivity) \ubc1c\uc0dd \uac00\ub2a5\uc131\uc774 \uc788\uc5b4 \uc218\uc728\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   EUV \uad50\uc721\uc744 \ubc1b\uc740 \ud604\uc7a5 \uc11c\ube44\uc2a4 \uc5d4\uc9c0\ub2c8\uc5b4 \ubd80\uc871 (CAGR \uc601\ud5a5 -0.9%, \ub2e8\uae30\uc801): EUV \uc7a5\ube44\uc758 \ubcf5\uc7a1\uc131\uc73c\ub85c \uc778\ud574 \uc804\ubb38 \uad50\uc721\uc744 \ubc1b\uc740 \ud604\uc7a5 \uc11c\ube44\uc2a4 \uc5d4\uc9c0\ub2c8\uc5b4\uc758 \ubd80\uc871\uc740 \uc7a5\ube44 \uc720\uc9c0\ubcf4\uc218 \ubc0f \uac00\ub3d9\ub960\uc5d0 \uc81c\uc57d\uc744 \uc904 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<br \/>\n*   \uc81c\ud488 \uc720\ud615\ubcc4: \uad11\uc6d0(Light Sources)\uc774 \ub9e4\ucd9c \uc8fc\ub3c4, \ud3a0\ub9ac\ud074(Pellicles)\uc774 \uc131\uc7a5 \uac00\uc18d\ud654<br \/>\n    *   \uad11\uc6d0: 2025\ub144 EUV \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5\uc758 45.85%\ub97c \ucc28\uc9c0\ud558\uba70, \uc2a4\uce90\ub108\uc5d0\uc11c \uac00\uc7a5 \uace0\uac00\uc758 \uc11c\ube0c\uc2dc\uc2a4\ud15c\uc785\ub2c8\ub2e4. \ud604\uc7ac\uc758 \ub808\uc774\uc800 \uc0dd\uc131 \ud50c\ub77c\uc988\ub9c8(LPP) \ubaa8\ub4c8\uc740 CO\u2082 \ub808\uc774\uc800 \ud384\uc2a4\uc640 \uc8fc\uc11d \ubc29\uc6b8\uc744 13.5nm \ubcf5\uc0ac\uc120\uc73c\ub85c \ubcc0\ud658\ud558\uc9c0\ub9cc, 5% \ubbf8\ub9cc\uc758 \ub0ae\uc740 \ubcc0\ud658 \ud6a8\uc728\ub85c \uc778\ud574 \uc790\uc720 \uc804\uc790 \ub300\uc548\uc5d0 \ub300\ud55c \uc5f0\uad6c\uac00 \ud65c\ubc1c\ud569\ub2c8\ub2e4.<br \/>\n    *   \ud3a0\ub9ac\ud074: 2031\ub144\uae4c\uc9c0 17.9%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc81c\ud488\uc785\ub2c8\ub2e4. \ud0c4\uc18c \ub098\ub178\ud29c\ube0c(CNT) \uba64\ube0c\ub808\uc778\uc740 97~98%\uc758 \ud22c\uacfc\uc728\uacfc 1,000W \ub178\uad11\uc5d0 \uacac\ub514\ub294 \ub0b4\uad6c\uc131\uc744 \uc81c\uacf5\ud558\uba70, 2nm \uacf5\uc815 \ud750\ub984\uc5d0 \uc801\uc6a9\uc774 \uc2b9\uc778\ub418\uc5b4 \ubaa8\ub4e0 \ub9c8\uc2a4\ud06c \ub808\uc774\uc5b4 \ubcf4\ud638\ub97c \uc704\ud55c \uad50\uccb4 \uc8fc\uae30\ub97c \uc5f4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc720\ud615\ubcc4: IDM\uc774 \ud30c\uc6b4\ub4dc\ub9ac \uc9c0\ubc30\ub825\uc5d0 \ub3c4\uc804<br \/>\n    *   \ud30c\uc6b4\ub4dc\ub9ac: 2025\ub144 EUV \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5\uc758 52.75%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. TSMC\ub294 \uc124\uce58\ub41c EUV \ub178\uad11 \uc6a9\ub7c9\uc758 56%\ub97c \ucc28\uc9c0\ud558\uba70, \ub300\ub9cc \ub0b4 \uc9c0\ub9ac\uc801 \uc9d1\uc801\uc744 \ud1b5\ud574 \uacf5\uae09\ub9dd \ud6a8\uc728\uc131\uacfc \ud559\uc2b5 \uace1\uc120 \ube44\uc6a9 \uc808\uac10\uc744 \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5(IDM): 13.6%\uc758 CAGR\ub85c \ub354 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc758 IDM 2.0 \ubaa8\ub378\uc740 \uc678\ubd80 \uace0\uac1d\uc5d0\uac8c \ud339\uc744 \uac1c\ubc29\ud558\uace0 2025\ub144\uae4c\uc9c0 \uc608\uc57d\ub41c High-NA \uc6a9\ub7c9\uc744 \ucd94\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubcf4\uc870\uae08 \uc9c0\uc6d0\uc740 \ud6a8\uacfc\uc801\uc778 \uc790\ubcf8 \ube44\uc6a9\uc744 \ub0ae\ucdb0 \uc21c\uc218 \ud30c\uc6b4\ub4dc\ub9ac\uc640\uc758 \ub2e8\uc704 \ube44\uc6a9 \uaca9\ucc28\ub97c \uc904\uc785\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220 \ub178\ub4dc\ubcc4: 2nm \uc774\ud558\uac00 \ubbf8\ub798 \uc131\uc7a5 \uc8fc\ub3c4<br \/>\n    *   5nm \ub178\ub4dc: 2025\ub144 EUV \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 33.75%\ub97c \ucc28\uc9c0\ud558\uba70, \ubaa8\ubc14\uc77c \ubc0f \ub370\uc774\ud130\uc13c\ud130 \uce69 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc131\uc219\ud55c \uc218\uc728\uacfc \uad11\ubc94\uc704\ud55c \ud50c\ub7ab\ud3fc \uc9c0\uc6d0\uc758 \ud61c\ud0dd\uc744 \ubc1b\uc558\uc2b5\ub2c8\ub2e4.<br \/>\n    *   2nm \uc774\ud558 \ub178\ub4dc: 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 20.2%\uc758 CAGR\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4. 2nm\uc758 \uac8c\uc774\ud2b8-\uc62c-\uc5b4\ub77c\uc6b4\ub4dc(GAA) \uc544\ud0a4\ud14d\ucc98\ub294 EUV\uc758 \uc6d0\ud328\uc2a4 \uc774\ubbf8\uc9d5(one-pass imaging)\uc744 \ud1b5\ud574 \ub354 \uc5c4\uaca9\ud55c \uc624\ubc84\ub808\uc774 \uc81c\uc5b4 \ubc0f \ub0ae\uc740 \ud655\ub960\uc801 \uacb0\ud568\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<br \/>\n*   \uad11\uc6d0 \uae30\uc220\ubcc4: ERL-EUV\uac00 LPP \uc9c0\ubc30\ub825\uc5d0 \ub3c4\uc804<br \/>\n    *   LPP (Laser-Produced Plasma) \uc720\ub2db: 2025\ub144 \uc804\uccb4 \ucd9c\ud558\ub7c9\uc758 87.95%\ub97c \ucc28\uc9c0\ud558\uba70, CO\u2082 \ub808\uc774\uc800, \ub4dc\ub86d\ub81b \ubc1c\uc0dd\uae30, \uc9d1\uad11 \ubbf8\ub7ec \ub4f1\uc758 \uc778\ud504\ub77c\ub97c \ud45c\uc900\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   ERL-EUV (Energy Recovery Linac-EUV) \ud50c\ub7ab\ud3fc: 26.1%\uc758 CAGR\uc774 \uc608\uc0c1\ub418\uba70, \ucd08\uc804\ub3c4 \uc120\ud615 \uac00\uc18d\uae30(linac)\uc5d0\uc11c \ucf54\ud788\uc5b4\ub7f0\ud2b8 EUV\ub97c \uc0dd\uc131\ud558\uc5ec \uc8fc\uc11d \uc794\ud574\ub97c \uc81c\uac70\ud569\ub2c8\ub2e4. \ub85c\ub80c\uc2a4 \ub9ac\ubc84\ubaa8\uc5b4 \uc5f0\uad6c\uc18c\ub294 0.33 GeV \ube54 \uc5d0\ub108\uc9c0\uc5d0\uc11c 2kW \ucd9c\ub825\uc744 \ub2ec\uc131\ud558\uc5ec \uc804\ub825 \uc18c\ubaa8\ub97c \ud06c\uac8c \uc904\uc77c \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c\uc758 63.85%\ub97c \ucc28\uc9c0\ud558\uba70 EUV \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc2b5\ub2c8\ub2e4. TSMC\ub294 123\uc5b5 \ub2ec\ub7ec\uc758 EUV \uc608\uc0b0\uc73c\ub85c \uc57d 60\ub300\uc758 \uc2a4\uce90\ub108\ub97c \uc124\uce58\ud588\uc73c\uba70, \uc0bc\uc131\uc758 \ud55c\uad6d \ud339\uc740 2025\ub144 1\ubd84\uae30\uc5d0 \uccab High-NA \uc7a5\ube44\ub97c \uac00\ub3d9\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \uc77c\ubcf8\uc758 Hoya\uc640 \uac19\uc740 \uacf5\uae09\uc5c5\uccb4\ub294 EUV \ub9c8\uc2a4\ud06c \ube14\ub7ad\ud06c\uc758 \uc8fc\uc694 \uacf5\uae09\uc6d0\uc73c\ub85c\uc11c \uc9c0\uc5ed\uc801 \uc9d1\uc801\uc744 \ub354\uc6b1 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: CHIPS Act\uc5d0 \ub530\ub77c \uc568\ubc84\ub2c8\uc5d0 8\uc5b5 2,500\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 EUV \uac00\uc18d\uae30\uac00 \uc9c0\uc815\ub418\uc5c8\uc73c\uba70, \uc778\ud154\uc758 High-NA \ub3c4\uc785\uc740 \ucd08\uae30 \uc2a4\uce90\ub108\uc5d0 \ub300\ud55c \uc811\uadfc\uc131\uc744\ud655\ubcf4\ud558\ub294 \ub370 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud22c\uc790\ub294 \ubd81\ubbf8 \uc9c0\uc5ed\uc758 EUV \uae30\uc220 \uac1c\ubc1c \ubc0f \uc0c1\uc6a9\ud654\ub97c \uac00\uc18d\ud654\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: ASML\uc758 \ubcf8\uac70\uc9c0\ub85c\uc11c EUV \ub9ac\uc18c\uadf8\ub798\ud53c \uc7a5\ube44\uc758 \ud575\uc2ec \uacf5\uae09\uc6d0\uc774\uba70, Carl Zeiss\uc640 \uac19\uc740 \uae30\uc5c5\uc740 \uad11\ud559 \ubd80\ud488\uc744 \uacf5\uae09\ud569\ub2c8\ub2e4. \uc720\ub7fd\uc5f0\ud569\uc758 Horizon Europe \ud504\ub85c\uadf8\ub7a8\uc740 EUV \uad00\ub828 \uc5f0\uad6c \uac1c\ubc1c\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uc5ec \uae30\uc220 \ud601\uc2e0\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c \uc694\uc57d: EUV \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5 \ubd84\uc11d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uadf9\uc790\uc678\uc120(EUV) \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. EUV \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5\uc740 7nm \uc774\ud558 \ub178\ub4dc \ud328\ud130\ub2dd\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc2e0\uaddc EUV \uc2a4\uce90\ub108 \ubc0f \ud575\uc2ec \ubd80\ud488(\uad11\uc6d0, \ubbf8\ub7ec\/\uad11\ud559 \uc7a5\uce58, \ub9c8\uc2a4\ud06c, \ud3a0\ub9ac\ud074, \ub9c8\uc2a4\ud06c \ube14\ub7ad\ud06c \ub4f1)\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc744 \uae30\uc900\uc73c\ub85c \uc815\uc758\ub418\uba70, OEM\uc774 \ud30c\uc6b4\ub4dc\ub9ac \ub610\ub294 \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5(IDM)\uc5d0 \ub9e4\ucd9c\uc744 \uc778\uc2dd\ud558\ub294 \uc2dc\uc810\uc5d0 \uc9d1\uacc4\ub429\ub2c8\ub2e4. \uc560\ud504\ud130\uc11c\ube44\uc2a4 \uacc4\uc57d, \ub9ac\ud37c\ube44\uc2dc\ub41c \uc2ec\uc790\uc678\uc120(DUV) \ud50c\ub7ab\ud3fc, \uc790\uccb4 \ud234 \uc804\ud658 \ub4f1\uc740 \uc2dc\uc7a5 \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\nEUV \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5\uc740 2026\ub144 259\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 405\uc5b5 4\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 9.35%\uc5d0 \ub2ec\ud560 \uac83\uc785\ub2c8\ub2e4. \ud2b9\ud788 \ud3a0\ub9ac\ud074 \ubd80\ubb38\uc740 \ud0c4\uc18c \ub098\ub178\ud29c\ube0c \uba64\ube0c\ub808\uc778 \uae30\uc220\uc758 \ubc1c\uc804\uc73c\ub85c 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 17.9%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud558\uba70 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uace0\uac1c\uad6c\uc728(High-NA) \uc2a4\uce90\ub108\ub294 \ub300\ub2f9 \uc57d 3\uc5b5 8,400\ub9cc \ub2ec\ub7ec\ub85c \ud45c\uc900 EUV \uc7a5\ube44\uc758 \ub450 \ubc30 \uc774\uc0c1\uc774\uc9c0\ub9cc, \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ubc00\ub3c4\ub97c 2.9\ubc30 \ud5a5\uc0c1\uc2dc\ucf1c \uba40\ud2f0 \ud328\ud130\ub2dd\uc744 \uc904\uc774\uace0 \uc7a5\uae30\uc801\uc778 \uc6e8\uc774\ud37c \ube44\uc6a9\uc744 \uc808\uac10\ud558\ub294 \ud6a8\uacfc\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\nEUV \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4. 5nm \ubbf8\ub9cc \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac \ub178\ub4dc\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00, AI\/5G\/\uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC) \uc5ed\ub7c9 \uad6c\ucd95 \uac00\uc18d\ud654, \uac01\uad6d \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \ubcf4\uc870\uae08 \ud504\ub85c\uadf8\ub7a8 \ud655\ub300, High-NA(0.55 NA) EUV \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 \uc804\ud658, \ud3a0\ub9ac\ud074 \uba64\ube0c\ub808\uc778 \uae30\uc220 \ud601\uc2e0\uc744 \ud1b5\ud55c \uc0dd\uc0b0\uc131 \ud5a5\uc0c1, \uadf8\ub9ac\uace0 ERL(Energy Recovery Linac) \uae30\ubc18 \uc18c\ud615 EUV \uad11\uc6d0 \uc5f0\uad6c \uac1c\ubc1c \ubaa8\uba58\ud140\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d:<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4. 1\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uc774\uc0c1\uc758 \ub192\uc740 \uc2dc\uc2a4\ud15c \ube44\uc6a9\uacfc \ubcf5\uc7a1\ud55c \ud339 \uac1c\uc870 \uacfc\uc815(\uc608\uce21 CAGR\uc5d0 -3.2% \uc601\ud5a5), \ub2e8\uc77c \uacf5\uae09\uc5c5\uccb4 \uc758\uc874\uc131 \ubc0f \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1(\uc608\uce21 CAGR\uc5d0 -2.1% \uc601\ud5a5), EUV \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8\uc758 \ud655\ub960\uc801 \uacb0\ud568(stochastic defectivity) \ubb38\uc81c, \uadf8\ub9ac\uace0 EUV \uc804\ubb38 \ud604\uc7a5 \uc11c\ube44\uc2a4 \uc5d4\uc9c0\ub2c8\uc5b4 \ubd80\uc871 \ub4f1\uc774 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uaf3d\ud799\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d:<br \/>\n2025\ub144 \ub9e4\ucd9c\uc758 63.85%\ub97c \ucc28\uc9c0\ud558\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc2dc\uc7a5 \uc218\uc694\ub97c \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 \uc0c8\ub85c\uc6b4 \uae30\uc220 \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 10.9%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc870\uc0ac \ubc29\ubc95\ub860:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed \uacf5\uc815 \uc5d4\uc9c0\ub2c8\uc5b4, \uc720\ub7fd IDM \uc870\ub2ec \ucc45\uc784\uc790, \ubd81\ubbf8 \uc7a5\ube44 \uc720\ud1b5\uc5c5\uccb4 \ub4f1\uacfc\uc758 \uc2ec\uce35 \uc778\ud130\ubdf0\ub97c \ud1b5\ud55c 1\ucc28 \uc870\uc0ac\ub97c \uae30\ubc18\uc73c\ub85c \ud569\ub2c8\ub2e4. \ub610\ud55c SEMI \ucd9c\ud558 \ud1b5\uacc4, World Fab Forecast, \ud2b9\ud5c8 \ub370\uc774\ud130, \ud559\uc220 \ub17c\ubb38, \uae30\uc5c5 \uc7ac\ubb34 \ubcf4\uace0\uc11c \ubc0f \uc815\ubd80 \ubcf4\uc870\uae08 \uacf5\uac1c \uc790\ub8cc \ub4f1\uc744 \ud65c\uc6a9\ud55c 2\ucc28 \uc870\uc0ac\ub97c \ubcd1\ud589\ud558\uc5ec \ub370\uc774\ud130\uc758 \uc2e0\ub8b0\uc131\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21\uc740 \uae00\ub85c\ubc8c 300mm \uc0dd\uc0b0 \ub2a5\ub825, \uc2a4\uce90\ub108 \uc8fc\ubb38\ub7c9, \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9 \ub4f1\uc744 \uace0\ub824\ud55c \ud558\ud5a5\uc2dd(top-down) \ubc29\uc2dd\uacfc \uc8fc\uc694 \uacf5\uae09\uc5c5\uccb4 \ubc0f \ucc44\ub110 \uc99d\uac70\ub97c \ud1b5\ud55c \uc0c1\ud5a5\uc2dd(bottom-up) \ubc29\uc2dd\uc744 \uad50\ucc28 \uac80\uc99d\ud558\uc5ec \ub3c4\ucd9c\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ubaa8\ub4e0 \ub370\uc774\ud130\ub294 \uc5f0\uac04 \uc5c5\ub370\uc774\ud2b8\ub418\uba70, \uc8fc\uc694 \uc2dc\uc7a5 \ubcc0\ud654 \ubc1c\uc0dd \uc2dc \uc911\uac04 \uc5c5\ub370\uc774\ud2b8 \ubc0f \ucd5c\uc885 \uac80\uc99d \uacfc\uc815\uc744 \uac70\uce69\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubc0f \uae30\ud68c:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud55c \uacbd\uc7c1 \ud658\uacbd\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4. ASML Holding N.V., Canon Inc., Nikon Corporation, ZEISS SMT \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc774 \uc81c\uc2dc\ub429\ub2c8\ub2e4. \ub610\ud55c, \uc2dc\uc7a5\uc758 \ubbf8\uac1c\ucc99 \uc601\uc5ed(white-space) \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694(unmet-need)\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \ud5a5\ud6c4 \uc2dc\uc7a5 \uae30\ud68c\uc640 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-46316","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\/46316"}],"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=46316"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/46316\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=46316"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=46316"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=46316"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}