{"id":46756,"date":"2026-02-19T11:11:03","date_gmt":"2026-02-19T11:11:03","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-equipment-market-mordor\/"},"modified":"2026-09-25T19:55:09","modified_gmt":"2026-09-25T10:55:09","slug":"semiconductor-equipment-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-equipment-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/semiconductor-equipment-market-1750846797368-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\/semiconductor-equipment-market-size-image-1769146355252.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. \uc8fc\uc694 \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 \ucca8\ub2e8 \uac00\uc804\uc81c\ud488 \ubc0f \uc2a4\ub9c8\ud2b8\ud3f0 \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 AI, IoT \ubc0f \uc5e3\uc9c0 \ub514\ubc14\uc774\uc2a4 \ub178\ub4dc \ud22c\uc790 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc815\ubd80 \ubcf4\uc870\uae08 (CHIPS Act, EU Chips Act \ub4f1)\uc73c\ub85c \uc778\ud55c \uc7a5\ube44 CAPEX \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 GAA \ubc0f High-NA EUV\ub85c\uc758 \uc804\ud658\uc73c\ub85c \uc778\ud55c \uc0c8\ub85c\uc6b4 \uc7a5\ube44 \uc138\ud2b8 \ud544\uc694\uc131<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc9c0\uc18d\uac00\ub2a5\uc131 \uc758\ubb34\ub85c \uc778\ud55c &#8220;\uadf8\ub9b0 \ud339&#8221; \uac1c\uc870 \uc7a5\ube44 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.6 3D \uc774\uc885 \ud1b5\ud569 \ud328\ud0a4\uc9d5 \uc218\uc694 \uae09\uc99d<\/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 \uadf9\ub3c4\ub85c \ub192\uc740 CAPEX \ubc0f \uae34 \ud68c\uc218 \uc8fc\uae30<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud2b9\uc218 \uc7ac\ub8cc \uacf5\uae09 \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc778\ud55c \uc7a5\ube44 \ucd9c\ud558 \uc9c0\uc5f0<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc911\uad6d\ud5a5 \uc7a5\ube44\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \uc81c\ud55c<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc219\ub828\ub41c \ud604\uc7a5 \uc11c\ube44\uc2a4 \uc5d4\uc9c0\ub2c8\uc5b4\uc758 \uc2ec\uac01\ud55c \ubd80\uc871<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4 \uc81c\ud488\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 \uc804\uacf5\uc815 \uc7a5\ube44<\/li>\n<li class=\"toc-level-4\">5.1.1.1 \ub9ac\uc18c\uadf8\ub798\ud53c \uc7a5\ube44<\/li>\n<li class=\"toc-level-4\">5.1.1.2 \uc2dd\uac01 \uc7a5\ube44<\/li>\n<li class=\"toc-level-4\">5.1.1.3 \uc99d\ucc29 \uc7a5\ube44<\/li>\n<li class=\"toc-level-4\">5.1.1.4 \uce21\uc815\/\uac80\uc0ac \uc7a5\ube44<\/li>\n<li class=\"toc-level-4\">5.1.1.5 \uc138\uc815 \uc7a5\ube44<\/li>\n<li class=\"toc-level-4\">5.1.1.6 \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8 \ucc98\ub9ac \uc7a5\ube44<\/li>\n<li class=\"toc-level-4\">5.1.1.7 \uae30\ud0c0 \uc7a5\ube44 \uc720\ud615<\/li>\n<li class=\"toc-level-3\">5.1.2 \ud6c4\uacf5\uc815 \uc7a5\ube44<\/li>\n<li class=\"toc-level-4\">5.1.2.1 \ud14c\uc2a4\ud2b8 \uc7a5\ube44<\/li>\n<li class=\"toc-level-4\">5.1.2.2 \uc870\ub9bd \ubc0f \ud328\ud0a4\uc9d5 \uc7a5\ube44<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uacf5\uae09\ub9dd \ucc38\uc5ec\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5 (IDM)<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud30c\uc6b4\ub4dc\ub9ac<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc678\uc8fc \ubc18\ub3c4\uccb4 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8 (OSAT)<\/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 \uc774\ud558<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ucef4\ud4e8\ud305 \ubc0f \ub370\uc774\ud130 \uc13c\ud130<\/li>\n<li class=\"toc-level-3\">5.4.2 \ud1b5\uc2e0 (5G, RF)<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc790\ub3d9\ucc28 \ubc0f \ubaa8\ube4c\ub9ac\ud2f0<\/li>\n<li class=\"toc-level-3\">5.4.4 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc0b0\uc5c5 \ubc0f \uae30\ud0c0<\/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 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \uc544\uc138\uc548<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.6 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.6.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.6.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 &amp; \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 ASML Holding N.V.<\/li>\n<li class=\"toc-level-3\">6.4.3 Tokyo Electron Limited<\/li>\n<li class=\"toc-level-3\">6.4.4 Lam Research Corporation<\/li>\n<li class=\"toc-level-3\">6.4.5 KLA Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 SCREEN Holdings Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 Teradyne, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 Hitachi High-Tech Corporation<\/li>\n<li class=\"toc-level-3\">6.4.9 Veeco Instruments Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 ASM International N.V.<\/li>\n<li class=\"toc-level-3\">6.4.11 Canon Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 Nikon Corporation<\/li>\n<li class=\"toc-level-3\">6.4.13 Onto Innovation Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 Nova Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Advantest Corporation<\/li>\n<li class=\"toc-level-3\">6.4.16 Hanmi Semiconductor Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.17 DISCO Corporation<\/li>\n<li class=\"toc-level-3\">6.4.18 BE Semiconductor Industries N.V.<\/li>\n<li class=\"toc-level-3\">6.4.19 Kulicke &amp; Soffa Industries, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 FormFactor, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.21 Plasma-Therm LLC<\/li>\n<li class=\"toc-level-3\">6.4.22 SUSS MicroTec SE<\/li>\n<li class=\"toc-level-3\">6.4.23 Kokusai Electric Corporation<\/li>\n<li class=\"toc-level-3\">6.4.24 Advanced Micro-Fabrication Equipment Inc. (AMEC)<\/li>\n<li class=\"toc-level-3\">6.4.25 Naura Technology Group 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>\ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p># \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>\ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5\uc740 2026\ub144 1,148\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 1,627\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 7.22%\ub97c \uae30\ub85d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc18c\ube44\uc790 \uc911\uc2ec \uc81c\uc870\uc5d0\uc11c \uc778\ud504\ub77c\uae09 \uc815\ubc00 \uc81c\uc870\ub85c\uc758 \uc804\ud658\uc744 \ubc18\uc601\ud558\uba70, \uac8c\uc774\ud2b8-\uc62c-\uc5b4\ub77c\uc6b4\ub4dc(GAA) \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ubc0f \uace0\uac1c\uad6c\uc218(high-NA) \uadf9\uc790\uc678\uc120(EUV) \ub9ac\uc18c\uadf8\ub798\ud53c\uac00 \uc8fc\uc694 \ud22c\uc790 \uacc4\ud68d\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 0.55-NA EUV \uc7a5\ube44\uc758 \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9, 2nm \ub178\ub4dc\ub97c \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc804\uacf5\uc815 \uc7a5\ube44 \uc5c5\uadf8\ub808\uc774\ub4dc, \uadf8\ub9ac\uace0 \ubcf4\uc870\uae08 \uc9c0\uc6d0\uc744 \ubc1b\ub294 \ud339 \uac74\uc124\uc774 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \ud655\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ud2b9\uc218 3D \uc774\uc885 \ud1b5\ud569 \ub77c\uc778\uc740 \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\uc5d0\uc11c \uac00\uce58\ub97c \ucc3d\ucd9c\ud558\uba70, \uc9c0\uc18d\uac00\ub2a5\uc131 \uc9c0\uce68\uc740 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \ucc54\ubc84\uc5d0 \ub300\ud55c \uac1c\uc870 \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1 \uc804\ub7b5\uc740 \ud76c\uadc0 \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8, \ubd88\uc18c \uac00\uc2a4, \ud604\uc7a5 \uc11c\ube44\uc2a4 \uc778\ub825 \ud655\ubcf4\uc5d0 \uc810\uc810 \ub354 \uc758\uc874\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ube44\uc6a9 \uad6c\uc870\uc640 \ucd9c\ud558 \uc2dc\uae30\ub97c \ubaa8\ub450 \uacb0\uc815\ud558\ub294 \uc694\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc774\uc790 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c \ub098\ud0c0\ub0ac\uc73c\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n<p># \ud575\uc2ec \uc694\uc57d<\/p>\n<p>*   \uc7a5\ube44 \uc720\ud615\ubcc4: 2025\ub144 \uc804\uacf5\uc815 \uc7a5\ube44\uac00 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 70.33%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 8.16%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uacf5\uae09\ub9dd \ucc38\uc5ec\uc790\ubcc4: 2025\ub144 \ud30c\uc6b4\ub4dc\ub9ac\uac00 \ub9e4\ucd9c \uc810\uc720\uc728 52.92%\ub97c \uae30\ub85d\ud588\uc73c\uba70, OSAT(Outsourced Semiconductor Assembly and Test) \uacf5\uae09\uc5c5\uccb4\ub294 2031\ub144\uae4c\uc9c0 7.84%\ub85c \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4: 300mm \uae30\ud310\uc774 2025\ub144 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 63.42%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2026\ub144\uc5d0\uc11c 2031\ub144 \uc0ac\uc774\uc5d0 8.02%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5\ubcc4: \ucef4\ud4e8\ud305 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc774 2025\ub144 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 32.12%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 \ubc0f \ubaa8\ube4c\ub9ac\ud2f0 \uc7a5\ube44 \uc218\uc694\ub294 2031\ub144\uae4c\uc9c0 8.44%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 52.97%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ubaa8\ub4e0 \uc9c0\uc5ed \uc911 \uac00\uc7a5 \ube60\ub978 9.07%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30<\/p>\n<p>\uc131\uc7a5 \ub3d9\uc778:<\/p>\n<p>1.  AI, IoT \ubc0f \uc5e3\uc9c0 \ub514\ubc14\uc774\uc2a4 \ub178\ub4dc \ud22c\uc790 \uc99d\uac00: \uc778\uacf5\uc9c0\ub2a5 \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\uc640 \ubd84\uc0b0 \uc5e3\uc9c0 \ucef4\ud4e8\ud305\uc740 5nm \uc774\ud558\uc758 \uacf5\uc815 \ub178\ub4dc\ub97c \uc694\uad6c\ud558\uba70, \uc774\ub294 \uc6e8\uc774\ud37c\ub2f9 \uc7a5\ube44 \uc9d1\uc57d\ub3c4\ub97c \uae09\uaca9\ud788 \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4. OpenAI\ub294 2025\ub144 TSMC\uc758 \ucca8\ub2e8 \ub178\ub4dc \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ubcf4\ub97c \uc704\ud574 5\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uc73c\uba70, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc640 \uc544\ub9c8\uc874 \uc6f9 \uc11c\ube44\uc2a4\ub294 \uac01\uac01 3nm \ub9de\ucda4\ud615 \uc2e4\ub9ac\ucf58\uc5d0 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\ub97c \uc608\uc57d\ud588\uc2b5\ub2c8\ub2e4. ASML\uc740 2025\ub144 \uccab 3\ubd84\uae30 \ub3d9\uc548 EUV \uc7a5\ube44 \ucd9c\ud558\ub7c9\uc774 \uc804\ub144 \ub300\ube44 40% \uc99d\uac00\ud588\ub2e4\uace0 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4. IoT \uc7a5\uce58\ub294 28nm \ubc0f 40nm \uc131\uc219 \uacf5\uc815\uc5d0 \uba38\ubb3c\uc9c0\ub9cc, \uc0c8\ub85c\uc6b4 \uc5e3\uc9c0 AI \uac00\uc18d\uae30\ub294 22nm\uc758 \ubb34\uc120 \uc8fc\ud30c\uc218 \ub808\uc774\uc5b4\uc640 7nm\uc758 \ub514\uc9c0\ud138 \ub85c\uc9c1\uc744 \uacb0\ud569\ud558\uc5ec, \uc774\uc885 \ub2e4\uc774\ub97c \ud1b5\ud569\ud558\ub294 \uc774\uc885 \ud328\ud0a4\uc9d5 \ub77c\uc778 \uc124\uce58\ub97c \ud339\uc5d0 \uc694\uad6c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uad6d\uc81c \ubc18\ub3c4\uccb4 \uae30\uc220 \ub85c\ub4dc\ub9f5(ITRS)\uc740 2028\ub144\uae4c\uc9c0 \uace0\uc131\ub2a5 \uce69\uc758 \uc808\ubc18 \uc774\uc0c1\uc774 \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\ub97c \ucc44\ud0dd\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, \uc774\ub294 \uc0c8\ub85c\uc6b4 \uc870\ub9bd, \ud14c\uc2a4\ud2b8 \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc7a5\ube44\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4.<br \/>\n2.  \uc815\ubd80 \ubcf4\uc870\uae08 \uc815\ucc45: \ubbf8\uad6d CHIPS \ubc0f \uacfc\ud559\ubc95, EU Chips Act\uc640 \uac19\uc740 \ubc95\uc548\uc740 \uacfc\uac70 2\ub144\uc774 \uac78\ub9ac\ub358 \uc870\ub2ec \uc8fc\uae30\ub97c \ub2e8\ucd95\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc740 \uc624\ud558\uc774\uc624\uc640 \uc560\ub9ac\uc870\ub098\uc758 \uc2e0\uaddc \ud339 \uac74\uc124\uc744 \uc704\ud574 85\uc5b5 \ub2ec\ub7ec\uc758 \ubcf4\uc870\uae08\uacfc 110\uc5b5 \ub2ec\ub7ec\uc758 \ub300\ucd9c \ubcf4\uc99d\uc744 \ud655\ubcf4\ud588\uc73c\uba70, 2028\ub144\uae4c\uc9c0 200\uac1c \uc774\uc0c1\uc758 \ucca8\ub2e8 \uc7a5\ube44\ub97c \uad6c\ub9e4\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub860, \uc0bc\uc131, \ub77c\ud53c\ub354\uc2a4\ub3c4 \uac01\uac01 \ub274\uc695, \ud55c\uad6d, \uc77c\ubcf8\uc5d0\uc11c \uc720\uc0ac\ud55c \uad6d\uac00 \uc9c0\uc6d0\uc744 \ubc1b\uc558\uc2b5\ub2c8\ub2e4. \uc778\ub3c4 \uc804\uc790\uc815\ubcf4\uae30\uc220\ubd80\ub294 \ub9c8\uc774\ud06c\ub860\uc758 \uad6c\uc790\ub77c\ud2b8 \uc870\ub9bd \uc2dc\uc124\uc5d0 27\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \uc2b9\uc778\ud558\uc5ec \ud6c4\uacf5\uc815 \ud50c\ub7ab\ud3fc \uc8fc\ubb38\uc744 \ucd09\uc9c4\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc778\uc13c\ud2f0\ube0c\ub294 2026-2028\ub144 \uae30\uac04 \ub3d9\uc548 \uc218\uc694\ub97c \uc120\ubc18\uc601\ud558\uc5ec \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5\uc744 \ud65c\uc131\ud654\ud558\uc9c0\ub9cc, \ubcf4\uc870\uae08\uc774 \uc904\uc5b4\ub4e4\uba74 \uac00\ub3d9\ub960\uc5d0 \ub300\ud55c \uc758\ubb38\uc744 \uc81c\uae30\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n3.  GAA \ubc0f High-NA EUV \ud234\uc14b\uc73c\ub85c\uc758 \uc804\ud658: 2nm \ub178\ub4dc \uc774\ud558\uc5d0\uc11c\ub294 \ud540\ud3ab(finFET)\uc744 \ub300\uccb4\ud558\ub294 GAA(Gate-All-Around) \uc18c\uc790\uac00 \uc11c\ube0c \uc639\uc2a4\ud2b8\ub86c(sub-angstrom) \uc81c\uc5b4 \uae30\ub2a5\uc744 \uac16\ucd98 \uc6d0\uc790\uce35 \uc99d\ucc29(ALD) \uc7a5\ube44\uc640 \uc778\uc811 \ub098\ub178\uc2dc\ud2b8\ub97c \ubcf4\ud638\ud558\ub294 \uc120\ud0dd\uc801 \uc2dd\uac01 \ud654\ud559 \ubb3c\uc9c8\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. TSMC\uc758 \uccab 2nm \uc0dd\uc0b0 \ub77c\uc778\uc740 2025\ub144 \ub9d0 50\uac1c \uc774\uc0c1\uc758 \uc0c8\ub85c\uc6b4 ALD \ucc54\ubc84\ub97c \ubc30\uce58\ud588\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc740 2nm \ud30c\uc77c\ub7ff \uc6e8\uc774\ud37c\uc5d0\uc11c 95%\uc758 \uc218\uc728\uc744 \ubcf4\uace0\ud588\uc73c\uba70, 2026\ub144 \uc0dd\uc0b0\ub7c9 \uc99d\ub300\ub97c \uc704\ud574 30\uac1c\uc758 \ucd94\uac00 \uc99d\ucc29 \ubc0f \uc2dd\uac01 \uc7a5\ube44\ub97c \uc8fc\ubb38\ud588\uc2b5\ub2c8\ub2e4. 0.55 \uac1c\uad6c\uc218(numerical aperture)\ub85c \uc791\ub3d9\ud558\ub294 High-NA EUV\ub294 2025\ub144 12\uc6d4 \uc778\ud154\uc5d0 \uccab \uc2dc\uc2a4\ud15c\uc774 \ucd9c\ud558\ub418\uc5c8\uc73c\uba70, 4\uc5b5 \ub2ec\ub7ec\uc758 \uac00\uaca9\ud45c\uc640 \uc9c4\ub3d9 \ubc0f \uc5f4 \uc548\uc815\uc131\uc744 \uc704\ud55c \uc2dc\uc124 \uac1c\uc870\uac00 \ud544\uc694\ud588\uc2b5\ub2c8\ub2e4. GAA\ub294 \ud540\ud3ab\ubcf4\ub2e4 \uc57d 30% \ub354 \ub9ce\uc740 \uc99d\ucc29 \ubc0f \uc2dd\uac01 \ub2e8\uacc4\ub97c \ucd94\uac00\ud558\uc5ec, 2031\ub144\uae4c\uc9c0 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5\uc744 \uc9c0\uc6d0\ud558\ub294 \uc9c0\uc18d\uc801\uc778 \uad50\uccb4 \uc8fc\uae30\ub97c \uc0dd\uc131\ud569\ub2c8\ub2e4.<br \/>\n4.  3D \uc774\uc885 \ud1b5\ud569 \ud328\ud0a4\uc9d5 \uc218\uc694 \uae09\uc99d: \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\ub294 \ubaa8\ub180\ub9ac\uc2dd \ub2e4\uc774 \ucd95\uc18c\uc5d0\uc11c \ud6c4\uacf5\uc815 \ud328\ud0a4\uc9d5\uc73c\ub85c \uc131\ub2a5 \uc2a4\ucf00\uc77c\ub9c1\uc744 \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC\ub294 2025\ub144 \uc6e8\uc774\ud37c \uc628 \uc11c\ube0c\uc2a4\ud2b8\ub808\uc774\ud2b8(CoWoS) \uc6a9\ub7c9\uc744 \ub450 \ubc30\ub85c \ub298\ub824 Besi\uc640 EVG\uc758 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uc7a5\ube44 40\uac1c \uc774\uc0c1\uc744 \uc124\uce58\ud588\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc758 Foveros Direct \uae30\uc220\uc740 25\u00b5m \ubc94\ud504 \ud53c\uce58\uc5d0\uc11c \ucef4\ud4e8\ud305 \ud0c0\uc77c\uc744 \uc785\ucd9c\ub825 \ub2e4\uc774 \uc704\uc5d0 \uc313\uc544 \uc62c\ub9ac\uba70, Kulicke and Soffa \ubc0f ASM Pacific Technology\uc758 \uc815\ubc00 \uc5bc\ub77c\uc774\ub108\uc640 \uc5f4 \uc555\ucd95 \ubcf8\ub354\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. 2025\ub144 8\uc6d4 \ube44\uc900\ub41c Universal Chiplet Interconnect Express(UCIe) \ud45c\uc900\uc740 \ub2e4\uc911 \uacf5\uae09\uc5c5\uccb4 \uc0dd\ud0dc\uacc4\ub97c \uac00\uc18d\ud654\ud558\uace0 OSAT\uc758 \uc790\ubcf8 \uc9d1\uc57d\ub3c4\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc81c\uc57d \uc694\uc778:<\/p>\n<p>1.  \uc911\uad6d\ud5a5 \uc7a5\ube44\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \uc81c\ud55c: 2022\ub144 10\uc6d4 \ubbf8\uad6d \uc0c1\ubb34\ubd80 \uc0b0\uc5c5\uc548\ubcf4\uad6d(BIS)\uc774 \ubc1c\ud45c\ud55c \uc218\ucd9c \ud1b5\uc81c \uaddc\uc815\uc740 \uc911\uad6d\uc758 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uc5ed\ub7c9 \ubc1c\uc804\uc744 \uc5b5\uc81c\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc81c\ud55c\uc740 ASML, Applied Materials, Lam Research\uc640 \uac19\uc740 \uc8fc\uc694 \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uccd0, \uc911\uad6d \uc2dc\uc7a5\uc5d0\uc11c\uc758 \ub9e4\ucd9c \uac10\uc18c\uc640 \ud22c\uc790 \ubd88\ud655\uc2e4\uc131\uc744 \uc57c\uae30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc804 \uc138\uacc4 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \ub454\ud654\uc2dc\ud0a4\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>2.  \uae00\ub85c\ubc8c \uacbd\uc81c \ubd88\ud655\uc2e4\uc131 \ubc0f \uc778\ud50c\ub808\uc774\uc158 \uc555\ub825: \uace0\uae08\ub9ac, \uc5d0\ub108\uc9c0 \uac00\uaca9 \uc0c1\uc2b9, \uacf5\uae09\ub9dd \ubd88\uc548\uc815 \ub4f1 \uae00\ub85c\ubc8c \uacbd\uc81c\uc758 \ubd88\ud655\uc2e4\uc131\uc740 \uae30\uc5c5\uc758 \ud22c\uc790 \uc2ec\ub9ac\ub97c \uc704\ucd95\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud50c\ub808\uc774\uc158 \uc555\ub825\uc740 \uc6d0\uc790\uc7ac \ubc0f \ubd80\ud488 \ube44\uc6a9\uc744 \uc99d\uac00\uc2dc\ucf1c \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\uc758 \ub9c8\uc9c4\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2e0\uaddc \ud339 \uac74\uc124 \ubc0f \uc7a5\ube44 \uc5c5\uadf8\ub808\uc774\ub4dc \uacc4\ud68d\uc744 \uc9c0\uc5f0\uc2dc\ud0a4\uac70\ub098 \ucd95\uc18c\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.  \uae30\uc220 \ubcf5\uc7a1\uc131 \uc99d\uac00 \ubc0f R&#038;D \ube44\uc6a9 \uc0c1\uc2b9: \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc81c\uc870 \uacf5\uc815\uc758 \ubcf5\uc7a1\uc131\uc774 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c, \uc0c8\ub85c\uc6b4 \uc7a5\ube44 \uac1c\ubc1c\uc5d0 \ud544\uc694\ud55c \uc5f0\uad6c \uac1c\ubc1c(R&#038;D) \ube44\uc6a9\uc774 \uae09\uc99d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf9\uc790\uc678\uc120(EUV) \ub9ac\uc18c\uadf8\ub798\ud53c\uc640 \uac19\uc740 \ucd5c\ucca8\ub2e8 \uae30\uc220\uc740 \ub9c9\ub300\ud55c \ucd08\uae30 \ud22c\uc790\uc640 \uc9c0\uc18d\uc801\uc778 \uae30\uc220 \ud601\uc2e0\uc744 \uc694\uad6c\ud558\uba70, \uc774\ub294 \uc911\uc18c\uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub192\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4.  \uc219\ub828\ub41c \uc778\ub825 \ubd80\uc871: \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uae09\uaca9\ud55c \uc131\uc7a5\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \uc7a5\ube44 \uc124\uacc4, \uc81c\uc870, \uc720\uc9c0\ubcf4\uc218 \ubd84\uc57c\uc758 \uc219\ub828\ub41c \uc5d4\uc9c0\ub2c8\uc5b4 \ubc0f \uae30\uc220\uc790 \ubd80\uc871\uc740 \uc2ec\uac01\ud55c \ubb38\uc81c\uc785\ub2c8\ub2e4. \uc774\ub294 \uc0dd\uc0b0 \uc9c0\uc5f0, \ud488\uc9c8 \ubb38\uc81c, \uadf8\ub9ac\uace0 \ud601\uc2e0 \uc18d\ub3c4 \uc800\ud558\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\uc73c\uba70, \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\uc758 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud558\uba70, \uc2dc\uc7a5\uc758 \uc815\uc758, \ubc94\uc704, \uc8fc\uc694 \ub3d9\uc778 \ubc0f \uc81c\uc57d \uc694\uc778, \uc131\uc7a5 \uc804\ub9dd, \uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uae30\ud68c\ub97c \ub2e4\ub8f9\ub2c8\ub2e4. \uc5f0\uad6c \ubc94\uc704\ub294 IDM(\uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5), \ud30c\uc6b4\ub4dc\ub9ac, OSAT(\uc678\uc8fc \ubc18\ub3c4\uccb4 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8) \uae30\uc5c5\uc5d0 \ud310\ub9e4\ub418\ub294 \uc2e0\uaddc \ud504\ub860\ud2b8\uc5d4\ub4dc \uc7a5\ube44(\ub9ac\uc18c\uadf8\ub798\ud53c, \uc2dd\uac01, \uc99d\ucc29, \uc138\uc815, \uacc4\uce21\/\uac80\uc0ac) \ubc0f \ubc31\uc5d4\ub4dc \uc2dc\uc2a4\ud15c(\uc870\ub9bd, \ud328\ud0a4\uc9d5, \uc804\uae30 \ud14c\uc2a4\ud2b8)\uc744 \ud3ec\ud568\ud558\uba70, \uc7ac\uc0dd \uc7a5\ube44, \uc608\ube44 \ubd80\ud488, \uc18c\ubaa8\ud488\uc740 \uc81c\uc678\ub429\ub2c8\ub2e4. \uc2dc\uc7a5 \uac00\uce58\ub294 \ud310\ub9e4 \uc2dc\uc810 \uae30\uc900 \ubbf8\ud654 \uc2ed\uc5b5 \ub2ec\ub7ec\ub85c \uc0b0\uc815\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ud604\ud669 \ubc0f \uc8fc\uc694 \ub3d9\uc778<br \/>\n\ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5\uc740 \uc5ec\ub7ec \uac15\ub825\ud55c \ub3d9\uc778\uc5d0 \uc758\ud574 \uc131\uc7a5\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uccab\uc9f8, \ucca8\ub2e8 \uac00\uc804\uc81c\ud488 \ubc0f \uc2a4\ub9c8\ud2b8\ud3f0\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uae09\uc99d\ud558\uace0 \uc788\uc73c\uba70, AI, IoT, \uc5e3\uc9c0 \ub514\ubc14\uc774\uc2a4 \ub178\ub4dc\uc5d0 \ub300\ud55c \ud22c\uc790\uac00 \ube60\ub974\uac8c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub458\uc9f8, CHIPS Act \ubc0f EU Chips Act\uc640 \uac19\uc740 \uc815\ubd80 \ubcf4\uc870\uae08 \uc815\ucc45\uc774 \uc124\ube44 \ud22c\uc790(Capex)\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc14b\uc9f8, GAA(Gate-All-Around) \ubc0f High-NA EUV(\uace0\uac1c\uad6c\uc728 \uadf9\uc790\uc678\uc120) \uae30\uc220\ub85c\uc758 \uc804\ud658\uc740 \uc0c8\ub85c\uc6b4 \uc7a5\ube44 \uc138\ud2b8\uc758 \ud544\uc694\uc131\uc744 \uc57c\uae30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub137\uc9f8, \uc9c0\uc18d\uac00\ub2a5\uc131 \uc694\uad6c\uac00 &#8220;\uadf8\ub9b0 \ud339&#8221; \uac1c\uc870 \uc7a5\ube44 \uc218\uc694\ub97c \uacac\uc778\ud558\uace0 \uc788\uc73c\uba70, \ub9c8\uc9c0\ub9c9\uc73c\ub85c 3D \uc774\uc885 \uc9d1\uc801(Heterogeneous-Integration) \ud328\ud0a4\uc9d5 \uc218\uc694\uc758 \uae09\uc99d\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc774\ub04c\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\uc774\ub7ec\ud55c \uc131\uc7a5 \ub3d9\uc778\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc2dc\uc7a5\uc740 \uba87 \uac00\uc9c0 \uc81c\uc57d\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uc7a5\ube44 \ud22c\uc790\ub97c \uc704\ud55c \ub9c9\ub300\ud55c CAPEX\uc640 \uae34 \ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc740 \uc8fc\uc694 \ubd80\ub2f4 \uc694\uc778\uc785\ub2c8\ub2e4. \ub610\ud55c, \ud2b9\uc218 \uc18c\uc7ac \uacf5\uae09\ub9dd\uc758 \ubcd1\ubaa9 \ud604\uc0c1\uc774 \uc7a5\ube44 \ucd9c\ud558\ub97c \uc9c0\uc5f0\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc911\uad6d\ud5a5 \ucca8\ub2e8 \uc7a5\ube44\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \uc81c\ud55c\uc740 \uc2dc\uc7a5 \uc5ed\ud559\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc219\ub828\ub41c \ud604\uc7a5 \uc11c\ube44\uc2a4 \uc5d4\uc9c0\ub2c8\uc5b4\uc758 \uc2ec\uac01\ud55c \ubd80\uc871 \ub610\ud55c \uc911\uc694\ud55c \uacfc\uc81c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<br \/>\n\ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc2dc\uc7a5\uc774 2031\ub144\uae4c\uc9c0 1,627\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uce21\ud558\uba70, \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc740 7.22%\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ud569\ub2c8\ub2e4.<br \/>\n\uc2dc\uc7a5\uc740 \uc7a5\ube44 \uc720\ud615, \uacf5\uae09\ub9dd \ucc38\uc5ec\uc790, \uc6e8\uc774\ud37c \ud06c\uae30, \ucd5c\uc885 \uc0ac\uc6a9 \uc0b0\uc5c5, \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4. \ud2b9\ud788, \ud504\ub860\ud2b8\uc5d4\ub4dc \uc7a5\ube44\ub294 2025\ub144 \ub9e4\ucd9c\uc758 70.33%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \ub9ac\uc18c\uadf8\ub798\ud53c, \uc99d\ucc29, \uc2dd\uac01 \uc7a5\ube44 \uc218\uc694\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\ub85c\ub294 300mm \uc6e8\uc774\ud37c\uac00 2nm \ub178\ub4dc\uc5d0\uc11c \ub2e4\uc774 \ube44\uc6a9\uc744 35% \uc808\uac10\ud558\uace0 \ubaa8\ub4e0 EUV \ubc0f GAA \ud22c\uc790\ub97c \uc9d1\uc911\uc2dc\ud0a4\uba70 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 63.42%\ub97c \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uae30\ud68c \ubc0f \uacbd\uc7c1 \ud658\uacbd<br \/>\n\uc774\uc885 \uc9d1\uc801 \ud328\ud0a4\uc9d5\uc740 \uce69\ub81b \uc544\ud0a4\ud14d\ucc98\ub97c \ucd09\uc9c4\ud558\uc5ec \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529, TSV(Through-Silicon-Via), \uc6e8\uc774\ud37c \ub808\ubca8 \ud32c\uc544\uc6c3 \uc7a5\ube44\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \uc720\ubc1c\ud558\uace0, \ubc31\uc5d4\ub4dc \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\uc744 \uc81c\uacf5\ud558\ub294 \uc911\uc694\ud55c \uae30\ud68c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, \uc218\ucd9c \ud1b5\uc81c\ub294 \uc911\uad6d\uc758 \ucca8\ub2e8 \uc7a5\ube44 \uc811\uadfc\uc744 \uc81c\ud55c\ud558\uc5ec \uace0\uc131\ub2a5 \uc7a5\ube44 \uc218\uc694\ub97c \ub3d9\ub9f9\uad6d \uc9c0\uc5ed\uc73c\ub85c \uc804\ud658\uc2dc\ud0a4\uace0, \uc911\uad6d \ub0b4\uc5d0\uc11c\ub294 2~3\uc138\ub300 \ub4a4\ucc98\uc9c4 \uad6d\ub0b4 \ub300\uc548 \ucc44\ud0dd\uc744 \uc7a5\ub824\ud558\ub294 \uacb0\uacfc\ub97c \ub0b3\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\ub294 Applied Materials, ASML, Tokyo Electron, Lam Research, KLA \ub4f1 \uc8fc\uc694 25\uac1c \uae00\ub85c\ubc8c \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uacfc \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\uc758 \uc5f0\uad6c\ub294 1\ucc28 \ubc0f 2\ucc28 \uc5f0\uad6c\ub97c \uacb0\ud569\ud55c \uacac\uace0\ud55c \ubc29\ubc95\ub860\uc744 \uae30\ubc18\uc73c\ub85c \ud569\ub2c8\ub2e4. 1\ucc28 \uc5f0\uad6c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \ud339 \uacf5\uc815 \uc5d4\uc9c0\ub2c8\uc5b4, \ubd81\ubbf8 \uc9c0\uc5ed\uc758 \uc790\ubcf8 \uc7a5\ube44 \uc870\ub2ec \ucc45\uc784\uc790, \uc720\ub7fd \uc9c0\uc5ed\uc758 \ud328\ud0a4\uc9d5 \ub77c\uc778 \uad00\ub9ac\uc790\uc640\uc758 \uc778\ud130\ubdf0\ub97c \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. 2\ucc28 \uc5f0\uad6c\ub294 SEMI, SIA, WSTS\uc640 \uac19\uc740 \uc8fc\uc694 \uacf5\uacf5 \uc815\ubcf4\uc6d0 \ubc0f \uae30\uc5c5 \uacf5\uc2dc \uc790\ub8cc\ub97c \ud65c\uc6a9\ud588\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \uc0b0\uc815 \ubc0f \uc608\uce21\uc740 \uae00\ub85c\ubc8c \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825, \uc7a5\ube44\ub2f9 \ud3c9\uade0 \uc0dd\uc0b0\ub7c9, \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9(ASP) \ubca4\uce58\ub9c8\ud06c\ub97c \uc5f0\uacb0\ud558\ub294 \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uacfc \uacf5\uae09\uc5c5\uccb4 \ub864\uc5c5 \ubc0f \ucc44\ub110 ASP \u00d7 \ub2e8\uc704 \ud750\ub984\uc744 \ud1b5\ud55c \uc0c1\ud5a5\uc2dd \uac80\uc99d\uc744 \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. \ubd84\uae30\ubcc4 \ud339 CAPEX, 300mm \ud655\uc7a5 \uc18d\ub3c4, EUV \uc2a4\uce90\ub108 \ubcf4\uae09\ub960 \ub4f1 \ud575\uc2ec \ubcc0\uc218\ub4e4\uc774 \uace0\ub824\ub418\uc5c8\uc73c\uba70, \ub2e4\ubcc0\ub7c9 \ud68c\uadc0 \ubd84\uc11d\uc744 \ud1b5\ud574 2030\ub144\uae4c\uc9c0\uc758 \uc218\uc694\ub97c \uc608\uce21\ud588\uc2b5\ub2c8\ub2e4. Mordor Intelligence\ub294 \uc0dd\uc0b0 \ud575\uc2ec \ud504\ub860\ud2b8\uc5d4\ub4dc \ubc0f \ubc31\uc5d4\ub4dc \uc7a5\ube44\ub9cc\uc744 \ubc94\uc704\ub85c \ud558\uace0, \uac10\uc0ac\ub41c \ud658\uc728\uc744 \uc801\uc6a9\ud558\uba70, \ub9e4\ub144 \ubaa8\ub378\uc744 \uc5c5\ub370\uc774\ud2b8\ud558\uc5ec \ud22c\uba85\ud558\uace0 \uade0\ud615 \uc7a1\ud78c \uc2dc\uc7a5 \ubd84\uc11d\uc744 \uc81c\uacf5\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-46756","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\/46756"}],"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=46756"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/46756\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=46756"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=46756"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=46756"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}