{"id":46343,"date":"2026-02-19T06:43:06","date_gmt":"2026-02-19T06:43:06","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/dielectric-etchers-market-mordor\/"},"modified":"2026-09-25T01:24:50","modified_gmt":"2026-09-24T16:24:50","slug":"dielectric-etchers-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/dielectric-etchers-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc720\uc804\uccb4 \uc2dd\uac01\uae30 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/dielectric-etchers-market_1662134618633_Dielectric_Etch_CPs.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\/dielectric-etchers-market-size-image-1770817054285.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/li>\n<li class=\"toc-level-2\">1.2 \uc5f0\uad6c \ubc94\uc704<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 7nm \uc774\ud558 \ub85c\uc9c1 \ub178\ub4dc\uc758 \ud655\uc0b0<\/li>\n<li class=\"toc-level-3\">4.2.2 3D NAND \ub808\uc774\uc5b4 \uc218 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc5d0 \uc800\uc720\uc804\uc728 \uc720\uc804\uccb4 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.4 5G\/AI \uce69 \uc0dd\uc0b0\ub7c9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc6d0\uc790\uce35 \uc2dd\uac01(ALE)\uc73c\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc815\ubd80 \uc9c0\uc6d0 \ud339 \ud604\uc9c0\ud654 (CHIPS Act, EU Chips \ub4f1)<\/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 \uc2dd\uac01 \uc7a5\ube44\uc758 \ub192\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4<\/li>\n<li class=\"toc-level-3\">4.3.2 \ubc18\ub3c4\uccb4 CAPEX\uc758 \uc8fc\uae30\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc2e0\uc18c\uc7ac \uc0ac\uc6a9\uc5d0 \ub530\ub978 \uacf5\uc815 \ubcf5\uc7a1\uc131<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc5c4\uaca9\ud55c F-\uac00\uc2a4 \ud658\uacbd \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 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/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 \uc0b0\uc5c5 \ub0b4 \uacbd\uc7c1<\/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 \uc720\uc804\uccb4 \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc774\uc0b0\ud654\uaddc\uc18c (SiO\u2082)<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc9c8\ud654\uaddc\uc18c (Si\u2083N\u2084)<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc800\uc720\uc804\uc728 \uc720\uc804\uccb4<\/li>\n<li class=\"toc-level-3\">5.1.4 \uace0\uc720\uc804\uc728 \uc720\uc804\uccb4<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae30\ud0c0 \uc7ac\ub8cc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01 (RIE)<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc720\ub3c4 \uacb0\ud569 \ud50c\ub77c\uc988\ub9c8 (ICP)<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc6d0\uc790\uce35 \uc2dd\uac01 (ALE)<\/li>\n<li class=\"toc-level-3\">5.2.4 \ub9c8\uc774\ud06c\ub85c\ud30c \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01<\/li>\n<li class=\"toc-level-3\">5.2.5 \uae30\ud0c0 \uae30\uc220<\/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 150mm \uc774\ud558<\/li>\n<li class=\"toc-level-3\">5.3.2 200mm<\/li>\n<li class=\"toc-level-3\">5.3.3 300mm<\/li>\n<li class=\"toc-level-3\">5.3.4 450mm \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ud30c\uc6b4\ub4dc\ub9ac \uc804\ubb38 \uae30\uc5c5<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5 (IDM)<\/li>\n<li class=\"toc-level-3\">5.4.3 MEMS \ubc0f \uc13c\uc11c \ud339<\/li>\n<li class=\"toc-level-3\">5.4.4 R&amp;D \ubc0f \ud30c\uc77c\ub7ff \ub77c\uc778<\/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-3\">5.5.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \ud589\ubcf4<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 {(\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ud3ec\ud568)}\n<ul>\n<li class=\"toc-level-3\">6.4.1 Applied Materials, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Lam Research Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Tokyo Electron Limited<\/li>\n<li class=\"toc-level-3\">6.4.4 Hitachi High-Tech Corporation<\/li>\n<li class=\"toc-level-3\">6.4.5 ASM International N.V.<\/li>\n<li class=\"toc-level-3\">6.4.6 NAURA Technology Group Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 Advanced Micro-Fabrication Equipment Inc. China (AMEC)<\/li>\n<li class=\"toc-level-3\">6.4.8 SPTS Technologies Ltd. (KLA Corporation)<\/li>\n<li class=\"toc-level-3\">6.4.9 Plasma-Therm LLC<\/li>\n<li class=\"toc-level-3\">6.4.10 Oxford Instruments plc (Plasma Technology)<\/li>\n<li class=\"toc-level-3\">6.4.11 Samco Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 ULVAC, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 EBARA Corporation<\/li>\n<li class=\"toc-level-3\">6.4.14 Dongshin Microelectronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Beijing Sevenstar Electronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Mattson Technology, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Veeco Instruments Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 Nordson MARCH (Nordson Corporation)<\/li>\n<li class=\"toc-level-3\">6.4.19 Trion Technology, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 Corial SAS<\/li>\n<li class=\"toc-level-3\">6.4.21 Plasma Etch, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.22 Diener Electronic GmbH and Co. KG<\/li>\n<li class=\"toc-level-3\">6.4.23 PVA TePla AG<\/li>\n<li class=\"toc-level-3\">6.4.24 Tokuda Seimitsu (Accretech)<\/li>\n<li class=\"toc-level-3\">6.4.25 Shenzhen Ideal Energy Equipment Co., Ltd.<\/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>\uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd<\/p>\n<p>\uae00\ub85c\ubc8c \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44(Dielectric Etchers) \uc2dc\uc7a5\uc740 2026\ub144 16\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ucd94\uc815\ub418\uba70, 2025\ub144 15\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c \uc131\uc7a5\ud558\uc5ec 2031\ub144\uc5d0\ub294 20\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 4.39%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c 7\ub098\ub178\ubbf8\ud130(nm) \uc774\ud558 \uacf5\uc815\uc5d0\uc11c\uc758 \uc6d0\uc790\uce35 \uc815\ubc00\ub3c4 \uc694\uad6c \uc99d\uac00, 3D \ub0b8\ub4dc(NAND) \uc801\uce35 \uc218 \uc99d\uac00, \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc5d0\uc11c\uc758 \uc800\uc720\uc804\uc728(low-k) \uc720\uc804\uccb4 \ucc44\ud0dd \ud655\uc0b0\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc21c\uc218 \ud30c\uc6b4\ub4dc\ub9ac(Pure-Play Foundries)\ub294 \uac8c\uc774\ud2b8-\uc62c-\uc5b4\ub77c\uc6b4\ub4dc(GAA) \ub85c\uc9c1 \ubc0f \uc774\uc885 \ud1b5\ud569(heterogeneous integration) \uae30\uc220\uc758 \ubc1c\uc804\uc73c\ub85c \uc7a5\ube44 \uad50\uccb4 \uc8fc\uae30\uac00 \ub2e8\ucd95\ub428\uc5d0 \ub530\ub77c \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc2dc\uc7a5 \uc124\uce58\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\ub098, \ubbf8\uad6d\uc758 CHIPS Act \ubc0f \uc720\ub7fd\uc5f0\ud569(EU)\uc758 EU Chips Act\uc640 \uac19\uc740 \uc815\ubd80 \uc8fc\ub3c4 \uc774\ub2c8\uc154\ud2f0\ube0c\ub85c \uc778\ud574 \ubd81\ubbf8\uc640 \uc720\ub7fd \uc9c0\uc5ed\uc758 \uc870\ub2ec \uc9c0\ud615\uc774 \ubcc0\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\uc911 \uc7ac\ub8cc \uacf5\uc815 \ub178\ud558\uc6b0\uc640 \uad6d\ub0b4 \uacf5\uae09\ub9dd\uc744 \uac16\ucd98 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uc774\ub7ec\ud55c \uc7ac\uc815\ube44 \ubb3c\uacb0\uc744 \ud3ec\ucc29\ud558\ub294 \ub370 \uc720\ub9ac\ud55c \uc704\uce58\uc5d0 \uc788\uc73c\uba70, \uc6d0\uc790\uce35 \uc2dd\uac01(ALE) \ubc0f \uadf9\uc800\uc628 \ud50c\ub77c\uc988\ub9c8 \ubaa8\ub4c8\uacfc \uac19\uc740 \uc815\ubc00\ub3c4 \ud5a5\uc0c1 \uae30\uc220\uc740 \uc0c8\ub85c\uc6b4 \ucc28\ubcc4\ud654 \uae30\ud68c\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 2. \uc2dc\uc7a5 \uc138\ubd84\ud654 \ubd84\uc11d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc720\uc804\uccb4 \uc7ac\ub8cc(\uc774\uc0b0\ud654\uaddc\uc18c, \uc9c8\ud654\uaddc\uc18c \ub4f1), \uae30\uc220(\ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01, \uc720\ub3c4 \uacb0\ud569 \ud50c\ub77c\uc988\ub9c8 \ub4f1), \uc6e8\uc774\ud37c \ud06c\uae30(150mm \ubbf8\ub9cc, 200mm, 300mm, 450mm \uc774\uc0c1), \ucd5c\uc885 \uc0ac\uc6a9\uc790(\uc21c\uc218 \ud30c\uc6b4\ub4dc\ub9ac, IDM, MEMS \ubc0f \uc13c\uc11c \ud339, R&#038;D \ubc0f \ud30c\uc77c\ub7ff \ub77c\uc778), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p> 2.1. \uc720\uc804\uccb4 \uc7ac\ub8cc\ubcc4 \ubd84\uc11d: \uc800\uc720\uc804\uc728 \ud544\ub984\uc774 \ud328\ud0a4\uc9d5 \ud601\uc2e0 \uc8fc\ub3c4<\/p>\n<p>2025\ub144 \uae30\uc900, \uc774\uc0b0\ud654\uaddc\uc18c(Silicon Dioxide)\ub294 \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5 \uc810\uc720\uc728 38.10%\ub97c \ucc28\uc9c0\ud558\uba70, \ube44\uc6a9 \ud6a8\uc728\uc131\uc774 \uc131\ub2a5\ubcf4\ub2e4 \uc6b0\uc120\uc2dc\ub418\ub294 \uc131\uc219\ud55c \ub85c\uc9c1 \ubc0f DRAM \uacf5\uc815\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc800\uc720\uc804\uc728(low-k) \uc7ac\ub8cc \uc2dc\uc7a5\uc740 AI \uac00\uc18d\uae30\uc758 \ucd5c\uc18c \uc815\uc804 \uc6a9\ub7c9 \uae30\ud310 \uc694\uad6c\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 468.12%\uc758 \uacbd\uc774\ub85c\uc6b4 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 \uae09\uaca9\ud788 \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc800\uc720\uc804\uc728 \uc7ac\ub8cc\uc758 \ucc44\ud0dd\uc740 \ud0c4\uc18c \uace0\uac08 \ubc0f \uad6c\ub9ac \ubd80\uc2dd\uc744 \ubc29\uc9c0\ud558\ub294 \ud50c\ub77c\uc988\ub9c8 \ud654\ud559 \uae30\uc220\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 \uae30\uc874 \uacf5\uae09\uc5c5\uccb4\ub9cc\uc774 \uc0c1\uc6a9\ud654\ud560 \uc218 \uc788\ub294 \ub2e4\uc911 \uc8fc\ud30c\uc218 RF \ud601\uc2e0\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0 \uc9c8\ud654\uaddc\uc18c(Silicon Nitride) \ubc0f \uc2e0\ud765 \uc720\ub9ac \uc720\uc804\uccb4\ub294 \ubc30\ub9ac\uc5b4 \ubc0f \ud328\ub110 \ub808\ubca8 \ud328\ud0a4\uc9d5\uc5d0\uc11c \ud2c8\uc0c8 \uc5ed\ud560\uc744 \uc218\ud589\ud558\uba70, \uc774\uc804\uc5d0\ub294 \ubcfc \uc218 \uc5c6\uc5c8\ub358 \uc2dd\uac01 \uc120\ud0dd\ub3c4\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc7ac\ub8cc \ud314\ub808\ud2b8\uc758 \ud655\uc7a5\uc740 \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\ub85c \ud558\uc5ec\uae08 \ud604\uc7a5 \uc885\uc810 \uce21\uc815(in situ endpoint metrology) \ubc0f \ub2e4\uc911 \uc555\ub825 \ucc54\ubc84\ub97c \ud1b5\ud569\ud558\ub3c4\ub85d \uac15\uc81c\ud558\uba70, \uc804\ud658 \ube44\uc6a9\uc744 \uac15\ud654\ud558\uace0 \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc218\uc775 \ub2e4\uc591\uc131\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n<p> 2.2. \uae30\uc220\ubcc4 \ubd84\uc11d: ALE \uc815\ubc00\ub3c4\uac00 RIE \uc9c0\ubc30\ub825\uc5d0 \ub3c4\uc804<\/p>\n<p>\ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01(Reactive-Ion Etching, RIE)\uc740 2025\ub144 \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc758 42.26%\ub97c \ucc28\uc9c0\ud558\uba70 \ube44\uc6a9\uc5d0 \ubbfc\uac10\ud55c \ub808\uc774\uc5b4\uc758 \ud575\uc2ec \uae30\uc220\ub85c \ub0a8\uc544\uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc6d0\uc790\uce35 \uc2dd\uac01(Atomic-Layer Etching, ALE)\uc758 \uc5f0\uac04 5.02% \uc131\uc7a5\uc740 GAA, 3D NAND \ubc0f \uc591\uc790 \ud68c\ub85c\uc5d0 \ub300\ud55c \ubd88\uac00\ud53c\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc218\uc728 \uc99d\uac00\uc640 \ucc98\ub9ac\ub7c9 \uac10\uc18c\ub97c \uc800\uc6b8\uc9c8\ud558\uace0 \uc788\uc73c\uba70, \ud30c\uc77c\ub7ff \ub370\uc774\ud130\ub294 ALE\uac00 \ud540(fin) \uce21\ubcbd\uc758 \ub2e4\ub2e8\uacc4 RIE\ub97c \ub300\uccb4\ud560 \ub54c \uacb0\ud568 \ubc00\ub3c4\uac00 35-45% \uac10\uc18c\ud568\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ub3c4\ucfc4 \uc77c\ub809\ud2b8\ub860(Tokyo Electron)\uc758 \uadf9\uc800\uc628 RIE \ud558\uc774\ube0c\ub9ac\ub4dc \uae30\uc220\uc740 \uacbd\uacc4\ub97c \ubaa8\ud638\ud558\uac8c \ud558\uc5ec, \ud339\uc774 \uc0ac\uc774\ud074 \ud0c0\uc784 \uc608\uc0b0\uc744 \ubcf4\ud638\ud558\uba74\uc11c ALE\ub97c \uc804\uc220\uc801\uc73c\ub85c \ub2e8\uacc4\uc801\uc73c\ub85c \ub3c4\uc785\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud558\uc774\ube0c\ub9ac\ub4dc\ud654\ub294 \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ub41c \uc0c1\ud0dc\ub85c \uc720\uc9c0\ud558\uba70, \uc911\uacac \uacf5\uae09\uc5c5\uccb4\uac00 \ub9c8\uc774\ud06c\ub85c\uc6e8\uc774\ube0c \ud50c\ub77c\uc988\ub9c8 \ub610\ub294 UV \ubcf4\uc870 \uacf5\uc815\uc5d0\uc11c \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uac1c\ucc99\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n<p> 2.3. \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4 \ubd84\uc11d: 450mm \uc900\ube44\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ucc44\ud0dd \uc9c0\uc5f0<\/p>\n<p>2025\ub144 \uae30\uc900, 300mm \ud50c\ub7ab\ud3fc\uc740 \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc758 62.08%\ub97c \ucc28\uc9c0\ud558\uba70, \uc0c1\uac01\ub41c \uc778\ud504\ub77c\uc640 \uad11\ubc94\uc704\ud55c \ub808\uc2dc\ud53c \ub77c\uc774\ube0c\ub7ec\ub9ac\ub97c \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 450mm \uc774\uc0c1 \uc6e8\uc774\ud37c \uc138\uadf8\uba3c\ud2b8\ub294 ROI(\ud22c\uc790 \uc218\uc775\ub960) \ub17c\uc7c1\uc774 \uc9c0\uc18d\ub428\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uae00\ub85c\ubc8c 450mm \ucee8\uc18c\uc2dc\uc5c4\uc758 \uc0ac\uc804 \uad6c\ub9e4\uc5d0 \ud798\uc785\uc5b4 2026-2031\ub144 \ub3d9\uc548 5.15%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub354 \ud070 \uae30\ud310\uc740 \uc789\uacf3 \ud65c\uc6a9\ub960\uc744 5%\uc5d0\uc11c \ub450 \uc790\ub9bf\uc218\ub85c \ub192\uc77c \uc218 \uc788\uc9c0\ub9cc, \uce90\ub9ac\uc5b4, \ub85c\ub4dc\ub77d(load-locks) \ubc0f RF \uade0\uc77c\uc131(uniformity)\uc758 \uc804\uba74\uc801\uc778 \uac1c\ud3b8\uc740 \uc704\ud5d8\uc744 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ub354 \ud070 \uc6e8\uc774\ud37c\ub97c \uc704\ud574 \uc815\uc804\ucc99(electrostatic chucks)\uacfc \ub85c\ubd07\uc744 \uad50\uccb4\ud560 \uc218 \uc788\ub294 \ud655\uc7a5 \uac00\ub2a5\ud55c \ud504\ub808\uc784 \uc124\uacc4\ub97c \ud1b5\ud574 \uc704\ud5d8\uc744 \ubd84\uc0b0\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc7a5\uce58 \uc81c\uc870\uc5c5\uccb4\uac00 \uc2a4\uc704\uce58\ub97c \ucf1c\uba74 \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc774 \uc804\uba74\uc801\uc778 \uc7ac\uc124\uacc4 \uc5c6\uc774 \uc2e0\uc18d\ud558\uac8c \uc804\ud658\ub420 \uc218 \uc788\ub3c4\ub85d \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n<p> 2.4. \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4 \ubd84\uc11d: \ud30c\uc6b4\ub4dc\ub9ac\uac00 \ucca8\ub2e8 \uacf5\uc815 \uac1c\ucc99<\/p>\n<p>\uc21c\uc218 \ud30c\uc6b4\ub4dc\ub9ac\ub294 2025\ub144 \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 53.12%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uacc4\uc57d \ub85c\uc9c1 \uc120\ub450\uc5c5\uccb4\ub4e4\uc774 2nm \uacf5\uc815 \ud14c\uc774\ud504\uc544\uc6c3\uc744 \uc704\ud574 \uacbd\uc7c1\ud568\uc5d0 \ub530\ub77c 5.12%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. IDM(\uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5)\uc740 \uc790\uccb4 \uc2dd\uac01 \uc7a5\ube44\uc640 \ud569\uc791 \ud22c\uc790 \ud339\uc744 \uacb0\ud569\ud558\uc5ec \uc704\ud5d8\uc744 \ubd84\uc0b0\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, MEMS \uc81c\uc870\uc5c5\uccb4\ub294 \uac00\uaca9\uc774 \ud558\ub77d\ud560 \ub54c \uc911\uace0 200mm \uc7a5\ube44\ub97c \ucc3e\uc2b5\ub2c8\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac\uc758 \ub2e4\uc911 \uace0\uac1d \ubaa8\ub378\uc740 \uc720\uc5f0\ud55c \ud234\uc14b\uc744 \uc911\uc694\ud558\uac8c \uc5ec\uae30\ubbc0\ub85c, \uad11\ubc94\uc704\ud55c \ub808\uc2dc\ud53c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc9c0\uc6d0\ud558\ub294 \uacf5\uae09\uc5c5\uccb4\ub294 \uac10\uac00\uc0c1\uac01 \uae30\uac04\uc744 \ud6e8\uc52c \ub118\uc5b4 \uc11c\ube44\uc2a4 \uacc4\uc57d\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c, \ubc18\ubcf5\uc801\uc778 \uc608\ube44 \ubd80\ud488 \ubc0f \uacf5\uc815 \ud655\uc7a5 \uc218\uc775\uc774 \uc99d\uac00\ud558\uc5ec \uc720\uc804\uccb4 \uc2dd\uac01 \uc0b0\uc5c5 \ub0b4\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \uc7a5\ube44 \ud310\ub9e4 \uc704\uc5d0 \uc5f0\uae08\uacfc \uac19\uc740 \uc218\uc775 \uacc4\uce35\uc744 \uad6c\ucd95\ud569\ub2c8\ub2e4.<\/p>\n<p># 3. \uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \uc81c\uc57d<\/p>\n<p> 3.1. \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<p>*   7nm \uc774\ud558 \ub85c\uc9c1 \ub178\ub4dc\uc758 \ud655\uc0b0: 7nm \uc774\ud558 \uc0dd\uc0b0\uc740 \ub9c8\uc2a4\ud06c \uc218\ub97c \ub298\ub9ac\uace0 \uacf5\uc815 \uc708\ub3c4\uc6b0\ub97c \ucd95\uc18c\ud558\uc5ec \uc2dd\uac01 \ub2e8\uacc4 \ucd1d\ub7c9\uc744 10nm \uacf5\uc815\ubcf4\ub2e4 40-60% \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. GAA \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub294 \uace0\uc720\uc804\uc728(high-k) \ub808\uc774\uc5b4\ub97c \uc190\uc0c1\uc2dc\ud0a4\uc9c0 \uc54a\uace0 \ud76c\uc0dd SiGe\ub97c \uc81c\uac70\ud574\uc57c \ud558\ubbc0\ub85c, \ud339\uc740 \uae30\uc874 \ucc54\ubc84\ub97c ALE \uc9c0\uc6d0 \uc7a5\ube44\ub85c \uad50\uccb4\ud574\uc57c \ud569\ub2c8\ub2e4. TSMC\uc758 2025\ub144 380\uc5b5~420\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc790\ubcf8 \uc9c0\ucd9c\uc740 2nm \ud30c\uc77c\ub7ff \ub77c\uc778\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uace0\uc120\ud0dd\uc131 \uc720\uc804\uccb4 \ubaa8\ub4c8\uc5d0 \ub300\ud55c \ub2e4\ub144\uac04\uc758 \uc8fc\ubb38\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub178\ub4dc \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc774 \ud328\ud0a4\uc9d5 \uac1c\ud3b8\uacfc \ub3d9\uc2dc\uc5d0 \uc774\ub8e8\uc5b4\uc9c0\uba74\uc11c \uc7a5\ube44 \uad50\uccb4 \uc8fc\uae30\uac00 5\ub144\uc5d0\uc11c 3\ub144\uc73c\ub85c \ub2e8\ucd95\ub418\uc5b4 \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \uafb8\uc900\ud55c \uc218\uc775\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4.<br \/>\n*   3D NAND \uc801\uce35 \uc218 \uc99d\uac00: 400\uac1c \uc774\uc0c1\uc758 \ub808\uc774\uc5b4 \uc2a4\ud0dd\uc744 \ud1b5\ud574 64\u00b5m \uae4a\uc774\uc758 \ucc44\ub110 \ud640\uc744 \uc2dd\uac01\ud558\ub294 \uac83\uc740 100:1\uc5d0 \uac00\uae4c\uc6b4 \uc885\ud6a1\ube44 \uc81c\uc5b4\ub97c \uc694\uad6c\ud558\uba70, \ud50c\ub77c\uc988\ub9c8 \uade0\uc77c\uc131 \ubc0f \ubd80\uc0b0\ubb3c \ubc30\ucd9c\uc5d0 \uc555\ub825\uc744 \uac00\ud569\ub2c8\ub2e4. \ub3c4\ucfc4 \uc77c\ub809\ud2b8\ub860\uc774 2025\ub144\uc5d0 \ucd9c\uc2dc\ud55c \uadf9\uc800\uc628 \uc2dd\uac01 \uae30\uc220\uc740 \ubcf4\uc789(bowing) \ubc0f \ub4a4\ud2c0\ub9bc\uc744 \uc644\ud654\ud558\uc5ec \ub7a8 \ub9ac\uc11c\uce58(Lam Research)\uc758 \uba54\ubaa8\ub9ac \uc2dd\uac01 \ubd84\uc57c \uc9c0\ubc30\ub825\uc5d0 \ub300\uc751\ud569\ub2c8\ub2e4. 32\uac1c \ub808\uc774\uc5b4\uc529 \uc99d\uac00\ud560 \ub54c\ub9c8\ub2e4 \ucc54\ubc84 \uc7ac\uc124\uacc4\uac00 \ud544\uc694\ud558\uba70, \uc0bc\uc131 \ubc0f \uae30\ud0c0 NAND \uc120\ub450\uc5c5\uccb4\uc5d0\uc11c 18-24\uac1c\uc6d4\uc758 \uad50\uccb4 \uc8fc\uae30\ub97c \uc720\ubc1c\ud569\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc740 \ub85c\uc9c1 \uce68\uccb4\uae30\uc5d0\ub3c4 \uba54\ubaa8\ub9ac \uc9c0\ucd9c\ub85c\ubd80\ud130 \uc774\uc775\uc744 \uc5bb\uc5b4 \uc218\uc775 \ubcc0\ub3d9\uc131\uc744 \uc644\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc5d0\uc11c\uc758 \uc800\uc720\uc804\uc728 \uc720\uc804\uccb4 \ucc44\ud0dd: \ucd08\uc800\uc720\uc804\uc728(ultra-low-k) \uc7ac\ub8cc\ub294 AI \uac00\uc18d\uae30\uc5d0\uc11c \uc2e0\ud638 \uc9c0\uc5f0 \ubc0f \uc5f4 \ucd95\uc801\uc744 \uc904\uc774\uc9c0\ub9cc, \ud50c\ub77c\uc988\ub9c8 \uc190\uc0c1\uc5d0 \uc27d\uac8c \ucde8\uc57d\ud569\ub2c8\ub2e4. Absolics\uc758 CHIPS Act \uc790\uae08 \uc9c0\uc6d0\uc744 \ubc1b\ub294 \uc720\ub9ac \uae30\ud310\uc740 \uad6c\ub9ac \uce68\uc2dd \uc5c6\uc774 1\u00b5m \ubbf8\ub9cc\uc758 \ube44\uc544(via) \ud328\ud134\uc744 \uc2dd\uac01\ud574\uc57c \ud569\ub2c8\ub2e4. \ub2e4\uce35 \uc800\uc720\uc804\uc728 \uc2a4\ud0dd\uc740 \ub610\ud55c \ucc28\ub4f1 \uc2dd\uac01 \uc18d\ub3c4 \ubb38\uc81c\ub97c \uc57c\uae30\ud558\uc5ec, \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \uad11\ud559 \ubc29\ucd9c \ubd84\uad11\ubc95(optical emission spectroscopy)\uc744 \ub118\uc5b4\uc120 \uc885\uc810 \uac10\uc9c0 \uae30\uc220\uc744 \uac1c\ubc1c\ud558\ub3c4\ub85d \uc720\ub3c4\ud569\ub2c8\ub2e4. 2030\ub144\uae4c\uc9c0 \uc800\uc720\uc804\uc728 \ubb3c\ub7c9\uc758 498% \uae09\uc99d\uc740 \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5 \ub0b4\uc5d0\uc11c \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc218\uc775\uc6d0\uc744 \ub4b7\ubc1b\uce68\ud558\uba70, \ud2b9\ud788 \uac00\ub3d9 \uc911\ub2e8 \uc5c6\uc774 \ud654\ud559 \ubb3c\uc9c8\uc744 \uc804\ud658\ud560 \uc218 \uc788\ub294 \uc7a5\ube44\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ub192\uc2b5\ub2c8\ub2e4.<br \/>\n*   5G\/AI \uce69 \ubb3c\ub7c9 \uc99d\uac00: 2024\ub144 SEMI\ub294 AI \uac00\uc18d\uae30\uac00 \ub85c\uc9c1 \ubc0f HBM(\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac) \ud655\uc7a5\uc744 \ub3d9\uc2dc\uc5d0 \uc8fc\ub3c4\ud568\uc5d0 \ub530\ub77c 1,170\uc5b5 \ub2ec\ub7ec\uc758 \uc7a5\ube44 \ub9e4\ucd9c\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc885 \ud1b5\ud569\uc740 \uc6e8\uc774\ud37c \ubc0f \ud328\ub110 \uae30\ud310 \ubaa8\ub450\uc5d0\uc11c TSV(Through-Silicon Via) \ubc0f RDL(\uc7ac\ubc30\uc120\uce35) \uc2dd\uac01\uc744 \ud544\uc694\ub85c \ud558\ubbc0\ub85c, \ud339\uc740 \uc0b0\ud654\ubb3c, \uc9c8\ud654\ubb3c \ubc0f \uc800\uc720\uc804\uc728\uc744 \ud558\ub098\uc758 \ud074\ub7ec\uc2a4\ud130\uc5d0\uc11c \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 \uc720\uc5f0\ud55c \ud50c\ub7ab\ud3fc\uc744 \uc120\ud638\ud569\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \ubc0f \ub85c\uc9c1 \uc804\ubc18\uc5d0 \uac78\uce5c \uafb8\uc900\ud55c \ud65c\uc6a9\uc740 \uc720\uc804\uccb4 \uc2dd\uac01 \uc0b0\uc5c5\uc744 10\ub144 \uc804\uacfc \uac19\uc740 \ud638\ud669-\ubd88\ud669 \uc8fc\uae30\ub85c\ubd80\ud130 \ubcf4\ud638\ud569\ub2c8\ub2e4.<br \/>\n*   \uc6d0\uc790\uce35 \uc2dd\uac01(ALE)\uc73c\ub85c\uc758 \uc804\ud658: \uc815\ubc00\ub3c4 \ud5a5\uc0c1.<br \/>\n*   \uc815\ubd80 \uc790\uae08 \uc9c0\uc6d0 \ud339 \ud604\uc9c0\ud654: \ubd81\ubbf8, EU, \uc778\ub3c4 \uc774\ub2c8\uc154\ud2f0\ube0c.<\/p>\n<p> 3.2. \uc2dc\uc7a5 \uc81c\uc57d<\/p>\n<p>*   \uc2dd\uac01 \uc7a5\ube44\uc758 \ub192\uc740 \uc790\ubcf8 \uc9d1\uc57d\ub3c4: \ucd5c\ucca8\ub2e8 \uc720\uc804\uccb4 \ucc54\ubc84\ub294 500\ub9cc~800\ub9cc \ub2ec\ub7ec, ALE \ud074\ub7ec\uc2a4\ud130\ub294 \uc124\uce58 \uc2dc 1,200\ub9cc~1,500\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uc0ac\ud68c \uc2b9\uc778 \ubc0f \uc7a5\uae30 \ub9ac\uc2a4 \uac80\ud1a0\ub294 \ud2b9\ud788 \uc18c\uaddc\ubaa8 IDM \ubc0f \ud2b9\uc218 \ud339\uc5d0\uc11c \uc124\uce58\ub97c 6-12\uac1c\uc6d4 \uc9c0\uc5f0\uc2dc\ud0b5\ub2c8\ub2e4. \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 RF, \uc9c4\uacf5 \ubc0f \uc6e8\uc774\ud37c \ucc98\ub9ac \uc11c\ube0c\uc2dc\uc2a4\ud15c\uc744 \uacf5\uc720\ud558\uc5ec \uacf5\uc815 \ub178\ub4dc \uc804\ubc18\uc5d0 \uac78\uccd0 \ube44\uc6a9\uc744 \ubd84\uc0b0\uc2dc\ud0a4\ub294 \ubaa8\ub4c8\ud615 \ud50c\ub7ab\ud3fc\uc73c\ub85c \ub300\uc751\ud558\uc9c0\ub9cc, \uc608\uc0b0 \uc0c1\ud55c\uc120\uc740 \ub2e8\uae30 \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5 \ud655\uc7a5\ub960\uc744 70bp(\ubca0\uc774\uc2dc\uc2a4 \ud3ec\uc778\ud2b8) \uac10\uc18c\uc2dc\ud0b5\ub2c8\ub2e4.<br \/>\n*   \ubc18\ub3c4\uccb4 CAPEX \uc8fc\uae30\uc131: \uc6e8\uc774\ud37c \ud339 \uc7a5\ube44 \uc9c0\ucd9c\uc740 \uc5ed\uc0ac\uc801\uc73c\ub85c \ucd5c\uace0\uc810\uacfc \ucd5c\uc800\uc810 \uc0ac\uc774\uc5d0\uc11c 40-60% \ubcc0\ub3d9\ud569\ub2c8\ub2e4. SEMI\ub294 2025\ub144 1,100\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 1,300\uc5b5 \ub2ec\ub7ec\ub85c \uc9c0\ucd9c\uc774 \ubc18\ub4f1\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uc9c0\ub9cc, ASP(\ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9)\uac00 \ud558\ub77d\ud558\uba74 \uba54\ubaa8\ub9ac \uc81c\uc870\uc5c5\uccb4\ub294 \uc8fc\ubb38\uc744 \uc5f0\uae30\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc218\ucd9c \ud1b5\uc81c \ubc0f \uc9c0\uc815\ud559\uc801 \ud560\ub2f9\uc740 \uc0c8\ub85c\uc6b4 \uc608\uce21 \ubd88\uac00\ub2a5\uc131\uc744 \uc57c\uae30\ud558\uc5ec, \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \ubd88\ud669\uae30\uc5d0\ub294 \uc778\ub825 \uc720\uc9c0\ub97c, \ud638\ud669\uae30\uc5d0\ub294 \uc2e0\uc18d\ud55c \uc99d\uc0b0\uc744 \ubcd1\ud589\ud558\ub3c4\ub85d \uac15\uc81c\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ub3d9\uc740 2025-2030\ub144 \ub3d9\uc548 \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5 CAGR\uc5d0\uc11c \uc57d 50bp\ub97c \uac10\uc18c\uc2dc\ud0ac \uac83\uc73c\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4.<br \/>\n*   \uc2e0\uc18c\uc7ac\ub97c \uc0ac\uc6a9\ud55c \uacf5\uc815 \ubcf5\uc7a1\uc131: \ucca8\ub2e8 \ud339\uc758 \uacfc\uc81c.<br \/>\n*   \uc5c4\uaca9\ud55c F-\uac00\uc2a4 \ud658\uacbd \uaddc\uc81c: \ubd81\ubbf8, EU \ubc0f \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0 \uc601\ud5a5.<\/p>\n<p># 4. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \ud55c\uad6d\uc758 \uba54\ubaa8\ub9ac \ubc0f \ub300\ub9cc\uc758 \ub85c\uc9c1 \ud074\ub7ec\uc2a4\ud130\uc758 \uac15\uc810\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 64.51%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc740 \ub7a8 \ub9ac\uc11c\uce58 \ub9e4\ucd9c\uc758 42%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uc218\ucd9c \ud1b5\uc81c \uc5ed\ud48d\uc73c\ub85c \uc778\ud574 \uc774\uc911 \uc870\ub2ec \ubc0f \ud604\uc9c0 \uc7a5\ube44 \uc81c\uc870\uac00 \uac15\uc81c\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8, \uc778\ub3c4, \uc2f1\uac00\ud3ec\ub974 \ub4f1 \uc544\uc2dc\uc544 \uc804\uc5ed\uc758 \uc815\ubd80\ub294 \ubc31\uc5d4\ub4dc \uc0dd\ud0dc\uacc4\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uc5ec \uae30\uc874 \ud5c8\ube0c\ub97c \ub118\uc5b4 \uc9c0\uc5ed \uc7a5\ube44 \uc218\uc694\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc740 5.45%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubd81\ubbf8 \uc9c0\uc5ed\uc758 CHIPS Act\ub294 21\uac1c \uc8fc\uc5d0 \uac78\uccd0 330\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \ubd84\uc0b0 \ud22c\uc790\ud558\uc5ec, \uac01\uac01 500\uac1c \uc774\uc0c1\uc758 \uc720\uc804\uccb4 \ucc54\ubc84\ub97c \ud544\uc694\ub85c \ud558\ub294 4\uac1c\uc758 \uc2e0\uaddc \ub300\uaddc\ubaa8 \ud339\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uad6d\ub0b4 \uc870\ub2ec \uc870\ud56d\uc740 \ubbf8\uad6d \uc870\ub9bd \ub77c\uc778\uc744 \uac16\ucd98 \uacf5\uae09\uc5c5\uccb4\uc5d0\uac8c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uac1c\ubc29\ud558\uc5ec, \uae00\ub85c\ubc8c \ud560\ub2f9\uc744 \ub2e8\uc77c \uc9c0\uc5ed \uc758\uc874\uc131\uc5d0\uc11c \ubc97\uc5b4\ub098\uac8c \ud569\ub2c8\ub2e4. \uc720\ub7fd\uc740 EU Chips Act\ub97c \ud1b5\ud574 \uc8fc\uad8c\uc744 \ucd94\uad6c\ud558\uba70, \ub3c5\uc77c\uacfc \ud504\ub791\uc2a4\ub294 \uba54\ubaa8\ub9ac \ubc0f \uc544\ub0a0\ub85c\uadf8 \uac70\ub300 \uae30\uc5c5\uc744 \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ube44\ub85d \uc720\ub7fd \ub300\ub959\uc758 \ucd1d \uc810\uc720\uc728\uc740 \uc544\uc2dc\uc544\uc5d0 \ub4a4\ucc98\uc9c0\uc9c0\ub9cc, \uc8fc\uad8c \uc870\ub2ec\uc774 \ucd94\uac00 \uae30\ub2a5\ubcf4\ub2e4\ub294 \ud3ec\uad04\uc801\uc778 \uc7a5\ube44 \uc2a4\uc704\ud2b8\ub97c \ucd94\uc9c4\ud568\uc5d0 \ub530\ub77c \uc131\uc7a5\ub960\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\ub294 \uc9c0\uc5ed \uc815\ucc45 \ucda9\uaca9\uc5d0 \ub300\ud55c \uc9c0\ub9ac\uc801 \uc218\uc775 \ud750\ub984\uc744 \ub2e4\ubcc0\ud654\ud568\uc73c\ub85c\uc368 \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc744 \uc548\uc815\ud654\ud558\ub294 \ub370 \uae30\uc5ec\ud569\ub2c8\ub2e4.<\/p>\n<p># 5. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. \ub7a8 \ub9ac\uc11c\uce58(Lam Research), \uc5b4\ud50c\ub77c\uc774\ub4dc \uba38\ud2f0\uc5b4\ub9ac\uc5bc\uc988(Applied Materials), \ub3c4\ucfc4 \uc77c\ub809\ud2b8\ub860(Tokyo Electron)\uc774 \ud569\uccd0\uc11c \uc57d 70-75%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub7a8 \ub9ac\uc11c\uce58\ub294 \uba54\ubaa8\ub9ac \uc2dd\uac01 \ubd84\uc57c\uc5d0\uc11c\uc758 \uc131\uacf5\uacfc 2025 \ud68c\uacc4\uc5f0\ub3c4 \ub9e4\ucd9c 184\uc5b5 \ub2ec\ub7ec(\uc804\ub144 \ub300\ube44 23.68% \uc99d\uac00)\uc5d0 \ud798\uc785\uc5b4 \uc57d 48-50%\uc758 \uc810\uc720\uc728\ub85c 1\uc704\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. \uc5b4\ud50c\ub77c\uc774\ub4dc \uba38\ud2f0\uc5b4\ub9ac\uc5bc\uc988\ub294 280\uc5b5 8,900\ub9cc \ub2ec\ub7ec\uc758 \ub9e4\ucd9c\uc744 \uae30\ub85d\ud558\uba70 \uad50\ucc28 \uacf5\uc815 \uc2dc\ub108\uc9c0\ub97c \ud65c\uc6a9\ud558\uace0 \uc788\uc73c\uba70, \ub3c4\ucfc4 \uc77c\ub809\ud2b8\ub860\uc740 2025\ub144 \uadf9\uc800\uc628 \uae30\uc220 \ucd9c\uc2dc\ub85c NAND \uc81c\uc870\uc5c5\uccb4\ub4e4\uc744 \uacf5\ub7b5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ubc29\uc5b4\ud558\uae30 \uc704\ud574 \uc120\ub450 \uae30\uc5c5\ub4e4\uc740 \uace0\uac1d \ud339 \uadfc\ucc98\uc5d0 \uacf5\uc815 \uc5f0\uad6c\uc18c\ub97c \uacf5\ub3d9 \ubc30\uce58\ud558\uc5ec \ub808\uc2dc\ud53c \ubc18\ubcf5\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc9c0\uc801 \uc7ac\uc0b0\uad8c \ud574\uc790\ub97c \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 NAURA\uc640 AMEC\uc740 \uad6d\ub0b4 \uc120\ud638\ub3c4\uc640 \uc815\ubd80 \ubcf4\uc870\uae08\uc5d0 \ud798\uc785\uc5b4 \uc810\uc720\uc728\uc744 \ub192\uc774\uace0 \uc788\uc9c0\ub9cc, \uc218\ucd9c \ud5c8\uac00 \uc9c0\uc5f0\uc774 \uace0\uc720\uc804\uc728(high-k) \ubc0f \uc800\uc720\uc804\uc728(low-k) \ud654\ud559 \uae30\uc220\uc5d0 \ubcf5\uc7a1\uc131\uc744 \ub354\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc591\uc790 \ubc0f SiC \uc804\ub825 \uc7a5\uce58 \ubd84\uc57c\uc5d0\ub294 \ud2c8\uc0c8\uc2dc\uc7a5\uc774 \uc874\uc7ac\ud558\uba70, \uc5ec\uae30\uc11c \ud53c\ucc98 \ud06c\uae30\uac00 \uc8fc\ub958 CMOS\uc640 \ub2ec\ub77c \ubbfc\ucca9\ud55c \uc804\ubb38 \uae30\uc5c5\ub4e4\uc5d0\uac8c \uc9c4\uc785 \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc7a5\uae30 \uc11c\ube44\uc2a4 \uacc4\uc57d, \uc18c\ud504\ud2b8\uc6e8\uc5b4-\uc560\uc988-\uc5b4-\ud504\ub85c\uc138\uc2a4-\ub77c\uc774\uc120\uc2a4(software-as-a-process-license), \uc6d0\uaca9 \uc9c4\ub2e8\uc740 \uc804\ud658 \uc7a5\ubcbd\uc744 \ub192\uc5ec \uae30\uc874 \uae30\uc5c5\uc758 \uc9c0\uc704\ub97c \uac15\ud654\ud569\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, ALE\ub85c\uc758 \uc804\ud658\uacfc PFAS \ubc30\ucd9c\ub7c9 \uac10\ucd95\uc744 \uc704\ud55c \uc9c0\uc18d \uac00\ub2a5\uc131 \uc758\ubb34\ub294 \ud2c8\uc0c8 \ud601\uc2e0 \uae30\uc5c5\ub4e4\uc774 \ub354 \uce5c\ud658\uacbd\uc801\uc778 \ud654\ud559 \uae30\uc220\uc744 \uba3c\uc800 \uc0c1\uc6a9\ud654\ud560 \uacbd\uc6b0 2030\ub144 \uc774\ud6c4 \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \uc704\uacc4\uc9c8\uc11c\ub97c \uc7ac\ud3b8\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec \uae30\uc5c5:<br \/>\n*   Applied Materials, Inc.<br \/>\n*   Hitachi High-Technologies Corporation<br \/>\n*   Lam Research Corporation<br \/>\n*   Mattson Technology, Inc.<br \/>\n*   Tokyo Electron Limited<\/p>\n<p># 6. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 1\uc6d4: NIST\ub294 HP\uc758 \uc624\ub9ac\uac74\uc8fc \ucf54\ubc1c\ub9ac\uc2a4 \ud339\uc5d0 \ucd5c\ub300 5,300\ub9cc \ub2ec\ub7ec\ub97c \uc9c0\uc6d0\ud558\uc5ec \ubbf8\uc138\uc720\uccb4 \ubc0f MEMS \uc0dd\uc0b0\uc744 \ud655\ub300\ud558\uace0 \ubbf8\uad6d \ub0b4 \uc5f0\uad6c\uc18c-\ud339 \uc5f0\uacc4\ub97c \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: \uc0c1\ubb34\ubd80\ub294 Coherent Corp.\uc5d0 7,900\ub9cc \ub2ec\ub7ec\ub97c \uc9c0\uc6d0\ud558\uc5ec \ud39c\uc2e4\ubca0\uc774\ub2c8\uc544\uc8fc\uc5d0\uc11c 150mm \ubc0f 200mm SiC \uae30\ud310 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud558\uace0 \uc5f0\uac04 \uc0dd\uc0b0\ub7c9\uc744 75\ub9cc \uc6e8\uc774\ud37c \uc99d\uac00\uc2dc\ucf30\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: Edwards Vacuum\uc740 \ub274\uc695\uc5d0 3\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uac74\uc2dd \ud38c\ud504 \uc2dc\uc124\uc744 \uac74\uc124\ud558\uae30 \uc704\ud574 1,800\ub9cc \ub2ec\ub7ec\ub97c \ud655\ubcf4\ud558\uc5ec, CHIPS Act \uc790\uae08 \uc9c0\uc6d0\uc744 \ubc1b\ub294 \uc2e0\uaddc \ud339\uc5d0 \ub300\ud55c \uad6d\ub0b4 \uacf5\uae09\uc744 \ubcf4\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 12\uc6d4: Bosch\ub294 \uce98\ub9ac\ud3ec\ub2c8\uc544 \ucea0\ud37c\uc2a4\ub97c SiC \uc804\ub825 \uc7a5\uce58 \uc0dd\uc0b0\uc73c\ub85c \uc804\ud658\ud558\uae30 \uc704\ud574 2\uc5b5 2,500\ub9cc \ub2ec\ub7ec\uc640 3\uc5b5 5,000\ub9cc \ub2ec\ub7ec\uc758 \ub300\ucd9c\uc744 \ubc1b\uc544 1,700\uac1c\uc758 \uc77c\uc790\ub9ac\ub97c \ucc3d\ucd9c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \uc720\uc804\uccb4 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \uc138\ubd84\ud654, \uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \ud3ec\uad04\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8\ub294 2026\ub144 16.3\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 20.2\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788, \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \uc800\uc720\uc804\uc728(Low-k) \uc720\uc804\uccb4 \uacf5\uc815 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 468.12%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 7nm \uc774\ud558 \ub85c\uc9c1 \ub178\ub4dc\uc758 \ud655\uc0b0, 3D \ub0b8\ub4dc(NAND) \uc801\uce35 \uc218 \uc99d\uac00, \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc5d0\uc11c\uc758 \uc800\uc720\uc804\uc728 \uc720\uc804\uccb4 \ucc44\ud0dd, 5G\/AI \uce69 \uc0dd\uc0b0\ub7c9 \uc99d\uac00, \uc6d0\uc790\uce35 \uc2dd\uac01(ALE)\uc73c\ub85c\uc758 \uc804\ud658, \uadf8\ub9ac\uace0 CHIPS Act \ubc0f EU Chips\uc640 \uac19\uc740 \uc815\ubd80 \uc8fc\ub3c4 \ud339(Fab) \ud604\uc9c0\ud654 \uc815\ucc45 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc6d0\uc790\uce35 \uc2dd\uac01(ALE) \uae30\uc220\uc758 \ub4f1\uc7a5\uc740 \ud68c\ub85c \uc120\ud3ed \ubbf8\uc138\ud654 \uc694\uad6c\ub97c \ucda9\uc871\uc2dc\ud0a4\ub294 \ub370 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \ub192\uc740 \uc7a5\ube44 \ud22c\uc790 \ube44\uc6a9, \ubc18\ub3c4\uccb4 CAPEX\uc758 \uc8fc\uae30\uc131, \uc2e0\uc18c\uc7ac \uc801\uc6a9\uc5d0 \ub530\ub978 \uacf5\uc815 \ubcf5\uc7a1\uc131, \uadf8\ub9ac\uace0 \uc5c4\uaca9\ud55c F-\uac00\uc2a4 \ud658\uacbd \uaddc\uc81c \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \uc720\uc804\uccb4 \uc7ac\ub8cc(\uc774\uc0b0\ud654\uaddc\uc18c, \uc9c8\ud654\uaddc\uc18c, \uc800\uc720\uc804\uc728, \uace0\uc720\uc804\uc728 \ub4f1), \uae30\uc220(\ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01(RIE), \uc720\ub3c4 \uacb0\ud569 \ud50c\ub77c\uc988\ub9c8(ICP), \uc6d0\uc790\uce35 \uc2dd\uac01(ALE), \ub9c8\uc774\ud06c\ub85c\uc6e8\uc774\ube0c \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01 \ub4f1), \uc6e8\uc774\ud37c \ud06c\uae30(150mm \uc774\ud558, 200mm, 300mm, 450mm \uc774\uc0c1), \ucd5c\uc885 \uc0ac\uc6a9\uc790(\ud30c\uc6b4\ub4dc\ub9ac, \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5(IDM), MEMS \ubc0f \uc13c\uc11c \ud339, R&#038;D \ubc0f \ud30c\uc77c\ub7ff \ub77c\uc778 \ub4f1), \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 \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c\uc758 64.51%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc5f0\ud3c9\uade0 5.45%\uc758 \uc131\uc7a5\ub960\ub85c \uc9c0\uc18d\uc801\uc778 \ub9ac\ub354\uc2ed\uc744 \uc720\uc9c0\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 Lam Research, Applied Materials, Tokyo Electron\uc774 \uae00\ub85c\ubc8c \ub9e4\ucd9c\uc758 \uc57d 70-75%\ub97c \ucc28\uc9c0\ud558\ub294 \uc8fc\uc694 \uacf5\uae09\uc5c5\uccb4\ub85c \uc5b8\uae09\ub429\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \uc774\ub4e4 \uae30\uc5c5\uc744 \ud3ec\ud568\ud55c \ucd1d 25\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ub4f1\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\ub610\ud55c, CHIPS Act\uc640 \uac19\uc740 \ubbf8\uad6d \uc815\ubd80\uc758 330\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \uc778\uc13c\ud2f0\ube0c\ub294 \uc2e0\uaddc \ud339 \uac74\uc124\uc744 \uc9c0\uc6d0\ud558\uba70, \uad6d\ub0b4 \uc81c\uc870 \uc5ed\ub7c9\uc744 \uac16\ucd98 \uacf5\uae09\uc5c5\uccb4\ub85c\uc758 \uc7a5\ube44 \uc870\ub2ec\uc744 \uc720\ub3c4\ud560 \uac83\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc758 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ud3c9\uac00\ub97c \uc81c\uacf5\ud558\uc5ec \uc774\ud574\uad00\uacc4\uc790\ub4e4\uc774 \uc804\ub7b5\uc801 \uc758\uc0ac\uacb0\uc815\uc744 \ub0b4\ub9b4 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\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-46343","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\/46343"}],"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=46343"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/46343\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=46343"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=46343"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=46343"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}