{"id":47311,"date":"2026-02-19T17:37:02","date_gmt":"2026-02-19T17:37:02","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/plasma-etching-equipment-market-mordor\/"},"modified":"2026-09-25T13:04:38","modified_gmt":"2026-09-25T04:04:38","slug":"plasma-etching-equipment-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/plasma-etching-equipment-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01 \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\/plasma-etching-equipment-market_plasma_pp.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\/plasma-etching-equipment-market-size-image-1767008215541.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 EUV \ub9ac\uc18c\uadf8\ub798\ud53c \ud655\uc7a5\uc73c\ub85c \uc778\ud55c \uace0\uc885\ud6a1\ube44 \uc2dd\uac01 \uc694\uad6c\uc0ac\ud56d \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 3D NAND \ubc0f DRAM \ub178\ub4dc \ucd95\uc18c \ud655\uc0b0<\/li>\n<li class=\"toc-level-3\">4.2.3 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc804\ub825 \uc18c\uc790\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc815\ubd80 \uc9c0\uc6d0 \uce69 \uc8fc\uad8c \ud504\ub85c\uadf8\ub7a8 (\ubbf8\uad6d CHIPS \ubc95, EU \uce69\uc2a4 \ubc95)<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc774\uc885 \ud1b5\ud569 \ubc0f \uace0\uae09 \ud328\ud0a4\uc9d5\uc73c\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc591\uc790 \ucef4\ud4e8\ud305 \uc7a5\uce58 \uc81c\uc870\uc5d0\uc11c\uc758 \uc0c8\ub85c\uc6b4 \ud65c\uc6a9<\/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 5nm \uc774\ud558 \uad6c\uc870\uc5d0\uc11c\uc758 \ud50c\ub77c\uc988\ub9c8 \uc720\ub3c4 \uc190\uc0c1<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud074\ub9b0\ub8f8 \uac74\uc124 \ubc0f \uc720\ud2f8\ub9ac\ud2f0 \ube44\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.3 \uace0\uc21c\ub3c4 \ud2b9\uc218 \uac00\uc2a4 \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc911\uad6d\uc73c\ub85c\uc758 \uc7a5\ube44 \uc218\ucd9c\uc744 \uc81c\ud55c\ud558\ub294 IP \uaddc\uc81c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \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 \uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.8 \uac70\uc2dc \uacbd\uc81c \uc694\uc778 \uc601\ud5a5 \ud3c9\uac00<\/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\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01 (RIE)<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc720\ub3c4 \uacb0\ud569 \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01 (ICP)<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc2ec\uce35 \ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01 (DRIE)<\/li>\n<li class=\"toc-level-3\">5.1.4 \uace0\ubc00\ub3c4 \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01 (HDPE)<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae30\ud0c0 \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 150mm \ubbf8\ub9cc<\/li>\n<li class=\"toc-level-3\">5.2.2 200mm<\/li>\n<li class=\"toc-level-3\">5.2.3 300mm<\/li>\n<li class=\"toc-level-3\">5.2.4 450mm \ucd08\uacfc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc2e4\ub9ac\ucf58<\/li>\n<li class=\"toc-level-3\">5.3.2 \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc720\ub9ac \ubc0f \ud3f4\ub9ac\uba38<\/li>\n<li class=\"toc-level-3\">5.3.4 \uae30\ud0c0 \uc7ac\ub8cc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc0b0\uc5c5\uc6a9<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc758\ub8cc \uae30\uae30<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc790\ub3d9\ucc28 \uc804\uc790\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.5 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.4.6 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ud30c\uc6b4\ub4dc\ub9ac<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5 (IDM)<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc5f0\uad6c \ubc0f \ud559\uc220 \uae30\uad00<\/li>\n<li class=\"toc-level-3\">5.5.4 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ubd81\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.6.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.6.1.3 \uba55\uc2dc\ucf54<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.6.2 \ub0a8\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.6.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.6.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc720\ub7fd\n<ul>\n<li class=\"toc-level-4\">5.6.3.1 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.6.3.6 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.6.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.6.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \ud638\uc8fc \ubc0f \ub274\uc9c8\ub79c\ub4dc<\/li>\n<li class=\"toc-level-4\">5.6.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-4\">5.6.5.1 \uc911\ub3d9\n<ul>\n<li class=\"toc-level-5\">5.6.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.6.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.6.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.6.5.1.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-5\">5.6.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.6.5.2.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-5\">5.6.5.2.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/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 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Applied Materials Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 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 KLA &#8211; SPTS Technologies<\/li>\n<li class=\"toc-level-3\">6.4.6 Oxford Instruments plc<\/li>\n<li class=\"toc-level-3\">6.4.7 Advanced Micro-Fabrication Equipment Inc. (AMEC)<\/li>\n<li class=\"toc-level-3\">6.4.8 NAURA Technology Group Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 Plasma-Therm LLC<\/li>\n<li class=\"toc-level-3\">6.4.10 Samco Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 ULVAC Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 Plasma Etch Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Sentech Instruments GmbH<\/li>\n<li class=\"toc-level-3\">6.4.14 GigaLane Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Thierry Corporation<\/li>\n<li class=\"toc-level-3\">6.4.16 Panasonic Factory Solutions Co.<\/li>\n<li class=\"toc-level-3\">6.4.17 TRION Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 Veeco Instruments Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 Mattson Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 CORIAL<\/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>\ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5: \uaddc\ubaa8, \uc810\uc720\uc728 \ubc0f \uc0b0\uc5c5 \ubd84\uc11d (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd<\/p>\n<p>\ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc740 2026\ub144 143.4\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144 204.2\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 7.33%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \uadf9\uc790\uc678\uc120(EUV) \ub9ac\uc18c\uadf8\ub798\ud53c\uac00 3nm \uacf5\uc815\uc73c\ub85c \uc804\ud658\ub418\uace0 3D \uba54\ubaa8\ub9ac \uc544\ud0a4\ud14d\ucc98\uac00 200\uac1c \uc774\uc0c1\uc758 \uc218\uc9c1 \ub808\uc774\uc5b4\ub97c \ucd08\uacfc\ud568\uc5d0 \ub530\ub77c 100:1 \uc774\uc0c1\uc758 \uc885\ud6a1\ube44(aspect-ratio) \uc81c\uc5b4 \uc694\uad6c\uac00 \uc99d\uac00\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ud2b9\ud788, \uc800\uc555 \uace0\ubc00\ub3c4 \ud50c\ub77c\uc988\ub9c8\ub97c \ud1b5\ud574 \ucde8\uc57d\ud55c \uac8c\uc774\ud2b8 \uc720\uc804\uccb4\ub97c \ubcf4\ud638\ud558\uba74\uc11c \uc218\uc9c1 \uce21\ubcbd\uc744 \uc720\uc9c0\ud558\ub294 \uc720\ub3c4 \uacb0\ud569 \ud50c\ub77c\uc988\ub9c8(ICP) \uc7a5\ube44\uac00 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc744 \uc704\ud55c \uc2e4\ub9ac\ucf58 \uad00\ud1b5 \uc804\uadf9(TSV) \ud615\uc131\uc5d0 \ud544\uc218\uc801\uc778 \uc2ec\uce35 \ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01(DRIE) \ud50c\ub7ab\ud3fc\ub3c4 \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uba70, \uc6d0\uc790\uce35 \uc2dd\uac01(ALE) \ubc29\uc2dd\uc740 \uc2dc\ud5d8 \uc0dd\uc0b0\uc5d0\uc11c \uc591\uc0b0\uc73c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d, \uc720\ub7fd\uc5f0\ud569, \uc77c\ubcf8, \ud55c\uad6d \ub4f1 \uac01\uad6d \uc815\ubd80\uc758 \uc778\uc13c\ud2f0\ube0c \uc815\ucc45\uc740 \uc7a5\ube44 \uc8fc\ubb38\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc73c\uba70, \uc804\uae30\ucc28 \ubc0f 5G \uc778\ud504\ub77c\uc5d0\uc11c \ud0c4\ud654\uaddc\uc18c(SiC) \ubc0f \uc9c8\ud654\uac08\ub968(GaN)\uc758 \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uba74\uc11c \ub2e4\uc591\ud55c \uc7ac\ub8cc\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ubc1c\uc0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c, \ub192\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \ud2b8\ub80c\ub4dc<\/p>\n<p>\uac00. EUV \ub9ac\uc18c\uadf8\ub798\ud53c \ud655\uc7a5\uc5d0 \ub530\ub978 \uace0\uc885\ud6a1\ube44 \uc2dd\uac01 \uc694\uad6c \uc99d\ub300:<br \/>\nEUV \ub9ac\uc18c\uadf8\ub798\ud53c\ub294 2025\ub144 3nm \ub178\ub4dc\uc5d0\uc11c \uc591\uc0b0\uc5d0 \ub3cc\uc785\ud588\uc73c\uba70, 2027\ub144\uae4c\uc9c0 2nm \ub178\ub4dc\uc5d0 \uc801\uc6a9\ub420 \uc608\uc815\uc785\ub2c8\ub2e4. \uac01 EUV \uacf5\uc815 \ub2e8\uacc4\ub294 \ucf58\ud0dd\ud2b8 \ud640, \ube44\uc544, \uac8c\uc774\ud2b8 \uc2a4\ud398\uc774\uc11c\uc5d0 120:1 \uc774\uc0c1\uc758 \uc885\ud6a1\ube44\uc640 10nm \ubbf8\ub9cc\uc758 \uc784\uacc4 \uce58\uc218\ub97c \uc694\uad6c\ud558\uba70 \uc2dd\uac01 \uac15\ub3c4\ub97c \ub192\uc785\ub2c8\ub2e4. ASML\uc740 2025\ub144 1\ubd84\uae30\uc5d0 EUV \uc2a4\uce90\ub108 \ucd9c\ud558\ub7c9\uc774 \uc804\ub144 \ub300\ube44 33% \uc99d\uac00\ud55c 20\ub300\ub97c \uae30\ub85d\ud588\uc73c\uba70, \uac01 \uc2a4\uce90\ub108\uc5d0\ub294 \uc5ec\ub7ec ICP \ucc54\ubc84\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. IBM\uc740 \uac8c\uc774\ud2b8 \uc2a4\ud0dd\ub2f9 14\ub2e8\uacc4\uc758 \uc2dd\uac01 \uacf5\uc815\uc774 \ud544\uc694\ud55c \ub098\ub178\uc2dc\ud2b8 \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub97c \uac80\uc99d\ud558\uc5ec \ud540\ud3ab(finFET) \ub178\ub4dc \ub300\ube44 \ubcf5\uc7a1\uc131\uc744 \ub450 \ubc30\ub85c \ub298\ub838\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c 2025\ub144 \uc2dd\uac01 \uc7a5\ube44\uc5d0 \ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c\uc740 \uc804\uccb4 \ud339 \uc9c0\ucd9c\uc758 18-22%\ub85c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ub9c8\uc774\ud06c\ub85c \ud2b8\ub80c\uce6d\uc744 \uc5b5\uc81c\ud558\uae30 \uc704\ud574 \uc2e4\uc2dc\uac04 \uc5d4\ub4dc\ud3ec\uc778\ud2b8 \ubd84\uad11\ubc95\uc744 \ub3c4\uc785\ud558\uace0 \uc788\uc73c\uba70, \ud339\ub4e4\uc740 \uce21\ubcbd \uae30\uc6b8\uae30\ub97c 1\ub3c4 \uc774\ub0b4\ub85c \uc904\uc774\ub294 \ucd08\uc800 \ubc14\uc774\uc5b4\uc2a4 \uacf5\uc815\uc744 \uc2e4\ud589\ud558\uae30 \uc704\ud574 \ub808\uc2dc\ud53c \ub77c\uc774\ube0c\ub7ec\ub9ac\ub97c \uc218\uc815\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub098. 3D \ub0b8\ub4dc \ubc0f D\ub7a8 \ub178\ub4dc \ubbf8\uc138\ud654 \ud655\uc0b0:<br \/>\n\uc0bc\uc131\uc740 2024\ub144 286\ub2e8 \uc218\uc9c1 \ub0b8\ub4dc \uc81c\ud488\uc744 \uacf5\uac1c\ud558\uba70 15\u00b5m \uc774\uc0c1\uc758 \uc2dd\uac01 \uae4a\uc774\uc640 2\ub3c4 \ubbf8\ub9cc\uc758 \ud14c\uc774\ud37c\ub97c \uc694\uad6c\ud558\uc5ec, \uc885\ud6a1\ube44 \uc758\uc874\uc131 \uc9c0\uc5f0\uc744 \uc644\ud654\ud558\ub3c4\ub85d \ubcf4\uc815\ub41c \uc2ec\uce35 \ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01(DRIE) \uc7a5\ube44 \uc218\uc694\ub97c \uc99d\ub300\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub294 2025\ub144 \ucd9c\uc2dc\ub41c 1-\uc54c\ud30c-nm D\ub7a8\uc5d0\uc11c \uace0\uc720\uc804\uc728 \uc720\uc804\uccb4\ub97c \ubcf4\ud638\ud558\uae30 \uc704\ud574 \uc6d0\uc790\uce35 \uc2dd\uac01(ALE)\uc744 \ucc44\ud0dd\ud588\uc2b5\ub2c8\ub2e4. \ud55c\ud3b8, \uc2e4\ub9ac\ucf58 \uc0b0\ud654\ubb3c\uacfc \uc9c8\ud654\ubb3c \uac04\uc758 \uc120\ud0dd\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\uae30 \uc704\ud574 0\u00b0C \uc774\ud558\ub85c \ub0c9\uac01\ub418\ub294 \uadf9\uc800\uc628 \uacf5\uc815\uc774 \uac80\uc99d\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. SEMI\ub294 2025\ub144 \uba54\ubaa8\ub9ac \uae30\uc5c5\ub4e4\uc774 \uc790\ubcf8 \uc7a5\ube44\uc5d0 450\uc5b5 \ub2ec\ub7ec\ub97c \uc9c0\ucd9c\ud588\uc73c\uba70, \uc774 \uc911 20%\uac00 \uc2dd\uac01 \ud50c\ub7ab\ud3fc\uc5d0 \ud560\ub2f9\ub418\uc5c8\ub2e4\uace0 \ucd94\uc815\ud588\uc2b5\ub2c8\ub2e4. 3D \ub0b8\ub4dc\uc758 \ub192\uc740 \ub808\uc774\uc5b4 \uc218\uc640 D\ub7a8\uc758 \ucd95\uc18c\ub418\ub294 \uce90\ud328\uc2dc\ud130 \ud53c\uce58\ub294 2031\ub144\uae4c\uc9c0 \ub9e4\ub144 \uc2dd\uac01 \uacf5\uc815 \ub2e8\uacc4\ub97c \uc99d\uac00\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ub2e4. \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc804\ub825 \uc18c\uc790 \uc218\uc694 \uc99d\uac00:<br \/>\n\ud0c4\ud654\uaddc\uc18c(SiC) \ubc0f \uc9c8\ud654\uac08\ub968(GaN) \uc804\ub825 \uc18c\uc790\ub294 2025\ub144 200mm \ubc0f 300mm \uc6e8\uc774\ud37c\ub85c \uc804\ud658\ub418\uc5b4, 400\u00b0C \uc774\uc0c1\uc758 \uc628\ub3c4\uc5d0\uc11c \ud654\ud559\uc801\uc73c\ub85c \ubd88\ud65c\uc131\uc778 \uae30\ud310\uc744 \ucc98\ub9ac\ud560 \uc218 \uc788\ub294 \uc0c8\ub85c\uc6b4 \uc7a5\ube44 \uc218\uc694\ub97c \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8\uc740 2027\ub144\uae4c\uc9c0 \uc554\ud398\uc5b4\ub2f9 \ube44\uc6a9\uc744 \uc808\ubc18\uc73c\ub85c \uc904\uc774\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ub9d0\ub808\uc774\uc2dc\uc544\uc5d0\uc11c 300mm SiC \ub77c\uc778\uc744 \uac00\ub3d9\ud588\uc2b5\ub2c8\ub2e4. \uc628\uc138\ubbf8\ub294 2026\ub144 \ub9d0 \uccb4\ucf54\uc5d0\uc11c 300mm SiC \ud339\uc744 \uc591\uc0b0\ud560 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud558\uc5ec \uace0\uc628 \ud50c\ub77c\uc988\ub9c8 \ucc54\ubc84\uc758 \uace0\uac1d \uae30\ubc18\uc744 \ub354\uc6b1 \ud655\ub300\ud588\uc2b5\ub2c8\ub2e4. \uc804\uae30\ucc28\ub294 2030\ub144\uae4c\uc9c0 \ub300\ub2f9 1,200\ub2ec\ub7ec \uc0c1\ub2f9\uc758 \ubc18\ub3c4\uccb4 \ucf58\ud150\uce20\ub97c \ud3ec\ud568\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774 \uc911 \uc804\ub825 \uc18c\uc790\uac00 \uc57d 30%\ub97c \ucc28\uc9c0\ud558\uc5ec \ud654\ud569\ubb3c \uae30\ud310\uc774 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub77c. \uc815\ubd80 \uc9c0\uc6d0 \uce69 \uc8fc\uad8c \ud504\ub85c\uadf8\ub7a8:<br \/>\n\ubbf8\uad6d\uc758 CHIPS \ubc0f \uacfc\ud559\ubc95, EU \uce69\uc2a4\ubc95, \uc77c\ubcf8 \ubc0f \ud55c\uad6d\uc758 \uc720\uc0ac \uc778\uc13c\ud2f0\ube0c\ub294 \ucd1d 1,000\uc5b5 \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\uba70 \ud339 \uac74\uc124 \uc77c\uc815\uc744 \ub2e8\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc758 \uc624\ud558\uc774\uc624 \uacf5\uc7a5\uc740 85\uc5b5 \ub2ec\ub7ec\uc758 \ubbf8\uad6d \ubcf4\uc870\uae08\uc744 \ubc1b\uc544 2024\ub144 9\uc6d4 \ucc29\uacf5\ud588\uc73c\uba70, \uc2dd\uac01 \uc7a5\ube44 \ubc18\uc785\uc740 2026\ub144 \ud558\ubc18\uae30\ub85c \uc608\uc815\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. TSMC\uc758 \uc560\ub9ac\uc870\ub098 \ud504\ub85c\uc81d\ud2b8\ub294 66\uc5b5 \ub2ec\ub7ec\uc758 \uc9c1\uc811 \uc790\uae08\uc744 \ud655\ubcf4\ud558\uace0 \ub450 \ubc88\uc9f8 \ud339 \ucc29\uacf5\uc77c\uc744 2027\ub144\uc73c\ub85c \uc55e\ub2f9\uacbc\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc5f0\ud569\uc740 2030\ub144\uae4c\uc9c0 \uc5ed\ub0b4 \uce69 \uc0dd\uc0b0\ub7c9\uc744 \ub450 \ubc30\ub85c \ub298\ub9ac\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c 430\uc5b5 \uc720\ub85c(467\uc5b5 \ub2ec\ub7ec)\ub97c \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc778\uc13c\ud2f0\ube0c\ub294 \ub2e8\uae30\uc801\uc778 \uc7a5\ube44 \uc8fc\ubb38\uc744 \ubcf4\uc7a5\ud558\uace0 \uad6d\ub0b4 \uc11c\ube44\uc2a4 \ud5c8\ube0c\ub97c \uc694\uad6c\ud558\uc5ec Applied Materials \ubc0f Lam Research\uac00 \uc560\ub9ac\uc870\ub098 \ubc0f \uc791\uc13c\uc5d0 \uc608\ube44 \ubd80\ud488 \ucc3d\uace0\ub97c \ud655\uc7a5\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 3. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>\uac00. 5nm \uc774\ud558 \uad6c\uc870\uc5d0\uc11c\uc758 \ud50c\ub77c\uc988\ub9c8 \uc720\ubc1c \uc190\uc0c1:<br \/>\n\uc2dd\uac01 \uacf5\uc815 \uc911 \uc774\uc628 \ucda9\uaca9\uc73c\ub85c \uc778\ud55c \uaca9\uc790 \uacb0\ud568, \uc804\ud558 \ucd95\uc801, \uacc4\uba74 \uac70\uce60\uae30\ub294 \uac8c\uc774\ud2b8 \uc0b0\ud654\ub9c9 \ub450\uaed8\uac00 1nm\uc5d0 \uac00\uae4c\uc6cc\uc9c8 \ub54c \uad6c\ub3d9 \uc804\ub958\ub97c \uac10\uc18c\uc2dc\ud0a4\uace0 \ubb38\ud131 \uc804\uc555\uc744 \uc774\ub3d9\uc2dc\ud0b5\ub2c8\ub2e4. \uc6d0\uc790\uce35 \uc2dd\uac01(ALE)\uc740 \uc190\uc0c1\uc744 \uc904\uc774\uc9c0\ub9cc \uc0ac\uc774\ud074 \uc2dc\uac04\uc744 3\ubc30 \uc99d\uac00\uc2dc\ucf1c \uc6e8\uc774\ud37c\ub2f9 \ube44\uc6a9\uc744 \ub192\uc785\ub2c8\ub2e4. \ub3c4\ucfc4 \uc77c\ub809\ud2b8\ub860\uc758 \ucd5c\uc2e0 ALE \ud50c\ub7ab\ud3fc\uc740 \uc0ac\uc774\ud074\ub2f9 0.5nm\ub97c \uc81c\uac70\ud558\uc9c0\ub9cc 10nm \ud2b8\ub80c\uce58\ub97c \uc2dd\uac01\ud558\ub294 \ub370 \uc57d 200\uc0ac\uc774\ud074\uc774 \ud544\uc694\ud558\uba70, \uc774\ub294 \uc5f0\uc18d \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01\uc758 30\ucd08\uc640 \ube44\uad50\ub429\ub2c8\ub2e4. \ub530\ub77c\uc11c \ud339\ub4e4\uc740 \uac00\uc7a5 \ubbfc\uac10\ud55c \ub808\uc774\uc5b4\uc5d0 ALE \ubc29\uc2dd\uc744 \uc81c\ud55c\ud558\uace0 \ub35c \uc911\uc694\ud55c \uc601\uc5ed\uc5d0\uc11c\ub294 \uc81c\uc5b4\ub41c \uc190\uc0c1\uc744 \ud5c8\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub098. \ud074\ub9b0\ub8f8 \uac74\uc124 \ubc0f \uc720\ud2f8\ub9ac\ud2f0 \ube44\uc6a9 \uc0c1\uc2b9:<br \/>\n\ubbf8\uad6d\uacfc \uc720\ub7fd\uc758 \ucca8\ub2e8 \ud339\uc740 \ub178\ub3d9\ub825 \ubd80\uc871, \ud658\uacbd \ud5c8\uac00, \ub192\uc740 \uc5d0\ub108\uc9c0 \uc694\uae08\uc73c\ub85c \uc778\ud574 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \ub450 \ubc30\uc5d0 \ub2ec\ud558\ub294 200\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \ube44\uc6a9\uc774 \uc18c\uc694\ub429\ub2c8\ub2e4. \uc778\ud154\uc758 \uc624\ud558\uc774\uc624 \ud22c\uc790 \ucd94\uc815\uce58\ub294 2025\ub144 \uc911\ubc18\uae4c\uc9c0 \ucca0\uac15 \ubc0f \ud2b9\uc218 \ud074\ub9b0\ub8f8 \uc7ac\ub8cc \uac00\uaca9 \uc0c1\uc2b9\uc73c\ub85c 200\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 280\uc5b5 \ub2ec\ub7ec\ub85c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \uc804\uae30 \uc694\uae08\uacfc \uac19\uc740 \uc720\ud2f8\ub9ac\ud2f0 \ube44\uc6a9\uc740 \ub300\ub9cc\uc774\ub098 \ud55c\uad6d\ubcf4\ub2e4 40-60% \ub192\uc544 \ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc774 5\ub144\uc5d0\uc11c 7\ub144\uc73c\ub85c \uc5f0\uc7a5\ub418\uc5b4 \uc77c\ubd80 \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5(IDM)\uc758 \ud655\uc7a5 \uc77c\uc815\uc744 \ub2a6\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub2e4. \uace0\uc21c\ub3c4 \ud2b9\uc218 \uac00\uc2a4 \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131:<br \/>\n\uace0\uc21c\ub3c4 \ud2b9\uc218 \uac00\uc2a4\uc5d0 \ub300\ud55c \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131\uc740 \uc804 \uc138\uacc4\uc801\uc73c\ub85c, \ud2b9\ud788 \uad6d\ub0b4 \uac00\uc2a4 \uc0dd\uc0b0\uc774 \uc81c\ud55c\uc801\uc778 \uc9c0\uc5ed\uc5d0\uc11c \uc2ec\uac01\ud55c \uc601\ud5a5\uc744 \ubbf8 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub77c. \uc911\uad6d\uc73c\ub85c\uc758 \uc7a5\ube44 \uc218\ucd9c \uc81c\ud55c:<br \/>\n\uc9c0\uc801 \uc7ac\uc0b0\uad8c(IP) \uc81c\ud55c\uc73c\ub85c \uc778\ud55c \uc911\uad6d\uc73c\ub85c\uc758 \uc7a5\ube44 \uc218\ucd9c \uc81c\ud55c\uc740 \uc911\uad6d \uc2dc\uc7a5\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uba70, \uc804 \uc138\uacc4 \uc7a5\ube44 \ud65c\uc6a9\ub3c4\uc5d0\ub3c4 \uac04\uc811\uc801\uc778 \uc601\ud5a5\uc744 \uc90d\ub2c8\ub2e4.<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>\uac00. \uc720\ud615\ubcc4:<br \/>\n\uc720\ub3c4 \uacb0\ud569 \ud50c\ub77c\uc988\ub9c8(ICP) \ud50c\ub7ab\ud3fc\uc740 2025\ub144 \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 46.83%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uae30\uc5ec\ub97c \ud588\uc2b5\ub2c8\ub2e4. \uc774\ub4e4\uc740 \uc774\uc628 \uc5d0\ub108\uc9c0\uc640 \ud50c\ub77c\uc988\ub9c8 \ubc00\ub3c4\ub97c \ubd84\ub9ac\ud558\uc5ec \ud339\uc774 \uc774\ubc29\uc131\uc744 \ubbf8\uc138 \uc870\uc815\ud558\uace0 \ucde8\uc57d\ud55c \ud540 \ubc0f \ub098\ub178\uc2dc\ud2b8\ub97c \ubcf4\ud638\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4. \uc2ec\uce35 \ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01(DRIE) \uc7a5\ube44\ub294 2031\ub144\uae4c\uc9c0 7.99%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 50-100\u00b5m \uae4a\uc774\uc640 20:1 \uc774\uc0c1\uc758 \uc885\ud6a1\ube44\ub97c \uc694\uad6c\ud558\ub294 \uc2e4\ub9ac\ucf58 \uad00\ud1b5 \uc804\uadf9(TSV) \ubc0f \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9d5\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uae30\uc874 \ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01(RIE) \uc7a5\ube44\ub294 \uc131\uc219 \ub178\ub4dc\uc5d0\uc11c \uc5ec\uc804\ud788 \uc218\uc694\uac00 \uc788\uc9c0\ub9cc, \uc810\ucc28 \ub808\uac70\uc2dc \ud30c\uc6b4\ub4dc\ub9ac \ub77c\uc778\uc73c\ub85c \uc774\ub3d9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Lam Research\uc758 Sense.i \ud50c\ub7ab\ud3fc\uc740 \uba38\uc2e0\ub7ec\ub2dd\uc744 \ud65c\uc6a9\ud55c \uc2e4\uc2dc\uac04 \ubc14\uc774\uc5b4\uc2a4 \uc870\uc815\uc744 \ud1b5\ud574 2025\ub144 \uc774\ud6c4 \ucf58\ud0dd\ud2b8 \ud640 \uc2dd\uac01 \uc218\uc728\uc744 \uc57d 3%p \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. Applied Materials\ub294 2nm \uac8c\uc774\ud2b8 \uc62c \uc5b4\ub77c\uc6b4\ub4dc(GAA) \ud2b8\ub79c\uc9c0\uc2a4\ud130\uc5d0 \ud544\uc218\uc801\uc778 \ucc54\ubc84 \uac04 \ubcc0\ub3d9\uc744 0.3nm \ubbf8\ub9cc\uc73c\ub85c \uc904\uc774\uae30 \uc704\ud574 Centris Sym3\uc5d0 \uc778\uc2dc\ud29c(in-situ) \uacc4\uce21 \uae30\ub2a5\uc744 \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub098. \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4:<br \/>\n300mm \uc6e8\uc774\ud37c\ub294 TSMC, \uc0bc\uc131, \uc778\ud154\uc774 50\uac1c \uc774\uc0c1\uc758 \ud339\uc5d0\uc11c \uc774 \uc9c1\uacbd\uc744 \uc0ac\uc6a9\ud568\uc5d0 \ub530\ub77c 2025\ub144 \uc218\uc694\uc758 51.73%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc758 \ud575\uc2ec\uc744 \uc774\ub8e8\uc5c8\uc2b5\ub2c8\ub2e4. 450mm \uc774\uc0c1 \uc6e8\uc774\ud37c\uc5d0 \ub300\ud55c \uc2dc\ud5d8 \uc791\uc5c5\uc774 \ud65c\ubc1c\ud574\uc9c0\uace0 \uc788\uc73c\uba70, \ube44\uc6a9 \ud6a8\uc728\uc131 \uc99d\ub300 \uace0\ub824\uac00 \uc2ec\ud654\ub428\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 8.33% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc778\ud154\uc740 2024\ub144 450mm \uc6e8\uc774\ud37c \uc5f0\uad6c\ub97c \uc7ac\uac1c\ud558\uc5ec, \uc608\uc0c1\ub418\ub294 150\uc5b5 \ub2ec\ub7ec\uc758 \uac1c\uc870 \ube44\uc6a9\uc744 \uc815\ub2f9\ud654\ud558\uae30 \uc704\ud574 \uc6e8\uc774\ud37c\ub2f9 \ub2e4\uc774 \uc218 40% \uc99d\uac00\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 SiC \ubc0f GaN \uc18c\uc790\uc758 \ub2e4\uc774\ub2f9 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uae30 \uc704\ud574 150mm \ubc0f 200mm\uc5d0\uc11c 300mm \ub77c\uc778\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub2e4. \uc7ac\ub8cc\ubcc4:<br \/>\n\uc2e4\ub9ac\ucf58 \uae30\ud310\uc740 \ub85c\uc9c1 \ubc0f \uba54\ubaa8\ub9ac\uc758 \ud575\uc2ec \uc7ac\ub8cc\ub85c\uc11c 2025\ub144 \ub9e4\ucd9c\uc758 64.63%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud654\ud569\ubb3c \uc7ac\ub8cc\ub294 SiC \uc804\ub825 \uc18c\uc790 \ubc0f GaN \ubb34\uc120 \uc8fc\ud30c\uc218 \uc99d\ud3ed\uae30 \uc0ac\uc6a9 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \uc5f0\uac04 8.56% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. SiC\ub294 \uc2e4\ub9ac\ucf58\ubcf4\ub2e4 \uc5f4\uc804\ub3c4\uc728\uc774 3\ubc30 \ub192\uc544 \ud2b8\ub799\uc158 \uc778\ubc84\ud130\uc5d0\uc11c 200\u00b0C \uc774\uc0c1\uc758 \uc811\ud569 \uc628\ub3c4\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uba70, GaN\uc740 \uc804\uc790 \uc774\ub3d9\ub3c4\uac00 10\ubc30 \ub192\uc544 \ubc00\ub9ac\ubbf8\ud130\ud30c \uc8fc\ud30c\uc218\uc5d0\uc11c mm\ub2f9 10W \uc774\uc0c1\uc758 \uc99d\ud3ed\uae30 \uc804\ub825 \ubc00\ub3c4\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. Wolfspeed\ub294 \ub178\uc2a4\uce90\ub864\ub77c\uc774\ub098 \ud339\uc5d0\uc11c 200mm SiC \uae30\ud310 \uc804\ubc18\uc5d0 \uac78\uccd0 3% \ubbf8\ub9cc\uc758 \uc6e8\uc774\ud37c \ub0b4 \uc2dd\uac01 \ubcc0\ub3d9\uc744 \uc2dc\uc5f0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub77c. \uc751\uc6a9 \ubd84\uc57c\ubcc4:<br \/>\n\uac00\uc804\uc81c\ud488\uc740 \uc2a4\ub9c8\ud2b8\ud3f0 \uc2dc\uc7a5 \ud3ec\ud654\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 2025\ub144 \uc218\uc694\uc758 38.61%\ub97c \ucc28\uc9c0\ud558\uba70 \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc5d0\uc11c \uc120\ub450\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc804\uc790\uc81c\ud488\uc740 \uc804\uae30\ucc28 \ubcf4\uae09 \ud655\ub300\uc640 \ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c(ADAS) \ucc44\ud0dd \uc99d\uac00\ub85c \uc778\ud574 7.88%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uac01 \ubc30\ud130\ub9ac \uc804\uae30\ucc28\ub294 \ub0b4\uc5f0\uae30\uad00 \ubaa8\ub378\ubcf4\ub2e4 2~3\ubc30 \ub9ce\uc740 \ubc18\ub3c4\uccb4\ub97c \ud3ec\ud568\ud558\uba70, \uc804\ub825 \uc18c\uc790\uc640 \uc774\ubbf8\uc9c0 \uc13c\uc11c\uac00 \ucd94\uac00 \ucf58\ud150\uce20\ub97c \uc8fc\ub3c4\ud569\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\ub294 \ucc28\ub7c9 \ub77c\uc778\uc5c5 \uc804\ubc18\uc5d0 SiC \uc18c\uc790\ub97c \uc218\uc9c1 \ud1b5\ud569\ud558\uc5ec \uc778\ubc84\ud130 \ube44\uc6a9\uc744 20% \uc808\uac10\ud588\uc73c\uba70, \uc774\ub294 General Motors \ub4f1 \ub2e4\ub978 \uae30\uc5c5\ub4e4\uc774 \ud654\ud569\ubb3c \uc6e8\uc774\ud37c \uacf5\uae09\uc5c5\uccb4\uc640 \uc7a5\uae30 \uacc4\uc57d\uc744 \uccb4\uacb0\ud558\ub3c4\ub85d \uc720\ub3c4\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub9c8. \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4:<br \/>\n\ud30c\uc6b4\ub4dc\ub9ac\ub294 2025\ub144 \uc9c0\ucd9c\uc758 57.94%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, NVIDIA, AMD, Qualcomm\uacfc \uac19\uc740 \ud339\ub9ac\uc2a4 \uc124\uacc4 \ud68c\uc0ac\ub4e4\uc774 \uc544\uc6c3\uc18c\uc2f1\uc744 \ud655\ub300\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 8.51%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. TSMC\ub294 2025\ub144 320\uc5b5 \ub2ec\ub7ec\uc758 \uc790\ubcf8 \uc9c0\ucd9c \uacc4\ud68d \uc911 \uc57d 58\uc5b5 \ub2ec\ub7ec\ub97c \uc2dd\uac01 \uc7a5\ube44\uc5d0 \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc740 \ud654\uc131 \uacf5\uc7a5\uc5d0 \uc57d 120\uac1c\uc758 \uc0c8\ub85c\uc6b4 \ucc54\ubc84\ub97c \uc124\uce58\ud558\uc5ec GAA \uc0dd\uc0b0\uc744 \uac00\ub2a5\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4. \uc778\ud154, \ub9c8\uc774\ud06c\ub860, SK\ud558\uc774\ub2c9\uc2a4\uc640 \uac19\uc740 \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5(IDM)\uc740 \ub0b4\ubd80 \ubc0f \uc678\ubd80 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uade0\ud615 \uc788\uac8c \uc720\uc9c0\ud558\uba70, \ub300\ud559 \ud074\ub9b0\ub8f8\uc740 \uc2e0\uc18c\uc7ac\uc5d0 \ub300\ud55c ALE \uc5f0\uad6c\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>\uac00. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591:<br \/>\n\uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \ub9e4\ucd9c\uc758 55.72%\ub97c \ucc3d\ucd9c\ud588\uc73c\uba70, 8.66%\uc758 CAGR\uc744 \ub2ec\uc131\ud558\uc5ec \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc744 \uacc4\uc18d \uc9c0\ubc30\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub300\ub9cc\uc740 2025\ub144 1,600\uc5b5 \ub2ec\ub7ec\uc758 \uc0dd\uc0b0\ub7c9\uc744 \uae30\ub85d\ud558\uba70 \uc804 \uc138\uacc4 \ud30c\uc6b4\ub4dc\ub9ac \ub9e4\ucd9c\uc758 65%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ud55c\uad6d\uc740 \uac19\uc740 \ud574 D\ub7a8\uc758 70%\uc640 \ub0b8\ub4dc\uc758 45%\ub97c \uc0dd\uc0b0\ud558\uba70 \uba54\ubaa8\ub9ac \ud5c8\ube0c\ub85c\uc11c\uc758 \uc785\uc9c0\ub97c \uad73\ud614\uc2b5\ub2c8\ub2e4. \uc218\ucd9c \ud1b5\uc81c\ub85c \uc778\ud574 \uc81c\uc57d\uc744 \ubc1b\ub294 \uc911\uad6d\uc740 \uad6d\ub0b4 \uc7a5\ube44 \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud558\uc5ec SMIC\uc640 Hua Hong Semiconductor\uac00 14nm \ubc0f 28nm \uacf5\uc815\uc5d0 NAURA \ubc0f Advanced Micro-Fabrication Equipment \uc2dc\uc2a4\ud15c\uc744 \uac80\uc99d\ud588\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc740 2\uc870 \uc5d4(135\uc5b5 \ub2ec\ub7ec)\uc744 \ud560\ub2f9\ud558\uc5ec \uad6d\ub0b4 \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \uc7ac\uc810\ud654\ud558\uba70 TSMC, \ub9c8\uc774\ud06c\ub860, Western Digital\uc744 \uc720\uce58\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub098. \ubd81\ubbf8:<br \/>\n\ubd81\ubbf8\ub294 2025\ub144 \uc218\uc694\uc758 \uc57d 25%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, CHIPS Act \uc790\uae08\uc774 \uc560\ub9ac\uc870\ub098, \uc624\ud558\uc774\uc624, \ub274\uc695, \ud14d\uc0ac\uc2a4\uc758 \ud339 \uac74\uc124\uc744 \uc9c0\uc6d0\ud568\uc5d0 \ub530\ub77c 7.8% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc778\ud154\uc758 \uc624\ud558\uc774\uc624 \ucea0\ud37c\uc2a4\ub9cc \ud574\ub3c4 2028\ub144\uae4c\uc9c0 200\uac1c \uc774\uc0c1\uc758 \uc2dd\uac01 \ucc54\ubc84\uac00 \ud544\uc694\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. TSMC\uc758 \uc560\ub9ac\uc870\ub098 \ub2e8\uc9c0\ub294 2030\ub144\uae4c\uc9c0 \uc5f0\uac04 60\ub9cc \uc7a5\uc758 \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uac16\ucd98 3\uac1c\uc758 \ud339\uc744 \uc6b4\uc601\ud560 \uc608\uc815\uc774\uba70, \ubaa8\ub450 \ucd5c\ucca8\ub2e8 \ud50c\ub77c\uc988\ub9c8 \uc7a5\ube44\ub97c \uac16\ucd9c \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ub2e4. \uc720\ub7fd:<br \/>\n\uc720\ub7fd\uc740 2025\ub144 \uc57d 10%\uc758 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc9c0\ub9cc, 430\uc5b5 \uc720\ub85c\uc758 EU \uce69\uc2a4\ubc95 \ud560\ub2f9\uc5d0 \ub530\ub77c 2030\ub144\uae4c\uc9c0 \uc804 \uc138\uacc4 \uce69 \uc0dd\uc0b0\ub7c9\uc758 20%\ub97c \ucc28\uc9c0\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc758 \ub9c8\uadf8\ub370\ubd80\ub974\ud06c \ud504\ub85c\uc81d\ud2b8, STMicroelectronics-GlobalFoundries\uc758 \ud504\ub791\uc2a4 \ud569\uc791 \uc2dc\uc124, \uc778\ud53c\ub2c8\uc5b8\uc758 \ub4dc\ub808\uc2a4\ub374 \ud655\uc7a5 \ub4f1\uc740 800\uc5b5 \uc720\ub85c(870\uc5b5 \ub2ec\ub7ec) \uc774\uc0c1\uc758 \ud22c\uc790 \uacc4\ud68d\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4.<\/p>\n<p># 6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>Applied Materials, Lam Research, Tokyo Electron\uc740 \ucca8\ub2e8 \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\uba70 \ub192\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc785\ub2c8\ub2e4. Applied Materials\ub294 10,000\uac1c \uc774\uc0c1\uc758 \ucc54\ubc84\uac00 \uc124\uce58\ub41c Centura \uae30\ubc18\uc744 \ud65c\uc6a9\ud558\uc5ec \uace0\uac1d\uc774 \ucd5c\uc18c\ud55c\uc758 \uc7ac\uac80\uc99d\uc73c\ub85c \ub808\uc2dc\ud53c\ub97c \ud3ec\ud305\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. Lam Research\ub294 \uc2dd\uac01 \ubc0f \uc99d\ucc29 \ud1b5\ud569\uc5d0 \uc911\uc810\uc744 \ub450\uc5b4 \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc758 \ub7a8\ud504\uc5c5\uc744 \ub2e8\uc21c\ud654\ud558\ub294 \ubc88\ub4e4 \uacf5\uc815 \ud750\ub984\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. Tokyo Electron\uc740 \ucf54\ud130-\ub514\ubca8\ub85c\ud37c \ubc0f \uc2dd\uac01 \ud074\ub7ec\uc2a4\ud130\ub97c \ub2e8\uc77c \uc2a4\uc704\ud2b8\ub85c \uc81c\uacf5\ud558\uc5ec \ub9ac\uc18c\uadf8\ub798\ud53c \uc778\uc811 \uacf5\uc815\uc758 \uc870\ub2ec\uc744 \uac04\uc18c\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc911\uad6d \uacf5\uae09\uc5c5\uccb4\uc778 Advanced Micro-Fabrication Equipment \ubc0f NAURA Technology Group\uc740 2025\ub144 \uad6d\ub0b4 \uc2dc\uc7a5 \uc810\uc720\uc728 15%\uc5d0 \ub3c4\ub2ec\ud588\uc9c0\ub9cc, 7nm \uc774\ud558 \ub178\ub4dc\uc5d0 \ud544\uc694\ud55c \ud50c\ub77c\uc988\ub9c8 \uade0\uc77c\uc131, \uc5d4\ub4dc\ud3ec\uc778\ud2b8 \uac10\uc9c0 \ubc0f \uc790\ub3d9\ud654 \uae4a\uc774\uac00 \ubd80\uc871\ud569\ub2c8\ub2e4. Oxford Instruments, Plasma-Therm, SPTS\ub294 \uc6d0\uc790\uce35 \ubc0f \uadf9\uc800\uc628 \uc2dd\uac01\uacfc \uac19\uc740 \ud2c8\uc0c8 \uc2dc\uc7a5\uc744 \uacf5\ub7b5\ud569\ub2c8\ub2e4. \uadf9\uc800\uc628 \uacf5\uc815 \ud2b9\ud5c8 \ucd9c\uc6d0\uc740 2024\ub144 \uc804\ub144 \ub300\ube44 40% \uc99d\uac00\ud588\uc73c\uba70, 2025\ub144 4\uc6d4 SEMI\uc758 F47 \uc790\ub3d9\ud654 \ud45c\uc900 \uc5c5\ub370\uc774\ud2b8\ub294 \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \uc608\uce21 \uc720\uc9c0\ubcf4\uc218\ub97c \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uc18c\uaddc\ubaa8 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub0ae\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac8c\uc774\ud2b8 \uc62c \uc5b4\ub77c\uc6b4\ub4dc(GAA) \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ud750\ub984\uc758 \uc120\ud0dd\uc131\uc740 \uc0c8\ub85c\uc6b4 \uaca9\uc804\uc9c0\uc785\ub2c8\ub2e4. Oxford Instruments\ub294 \uc8fc\uae30\uc801\uc778 \ubd88\ud654\uc218\uc18c \ub178\ucd9c\ub85c 150:1\uc758 \uc2e4\ub9ac\ucf58-\uac8c\ub974\ub9c8\ub284 \ub300 \uc2e4\ub9ac\ucf58 \uc120\ud0dd\uc131\uc744 \ub2ec\uc131\ud588\uc73c\uba70, Tokyo Electron\uc740 100:1\uc744 \ucd08\uacfc\ud558\ub294 \ud384\uc2a4 \ud50c\ub77c\uc988\ub9c8 \ud654\ud559\uc744 \uc2dc\ud5d8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 10\uc6d4: Applied Materials\ub294 2nm \uc774\ud558 \uacf5\uc815\uc744 \uc704\ud55c Sculpta Vx \uc720\ub3c4 \uacb0\ud569 \ud50c\ub77c\uc988\ub9c8 \uc7a5\ube44\ub97c \uacf5\uac1c\ud588\uc73c\uba70, \uad11\ud559 \ubc29\ucd9c \ubaa8\ub2c8\ud130\ub9c1\uacfc \uba38\uc2e0\ub7ec\ub2dd \uc81c\uc5b4\ub97c \ud1b5\ud569\ud588\uc2b5\ub2c8\ub2e4. \ub300\ub9cc \ubc0f \ud55c\uad6d \ud30c\uc6b4\ub4dc\ub9ac\ub85c\uc758 \ucd08\uae30 \ucd9c\ud558\ub294 2026\ub144 1\ubd84\uae30\uc5d0 \uc2dc\uc791\ub429\ub2c8\ub2e4.<br \/>\n*   2025\ub144 9\uc6d4: Lam Research\ub294 \uc0bc\uc131\uacfc 2nm \ubc0f 1.4nm \ub178\ub4dc\uc6a9 Sense.i \uc2dd\uac01 \ubc0f \uc99d\ucc29 \uc2dc\uc2a4\ud15c \uacf5\uae09\uc744 \uc704\ud55c 12\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ub2e4\ub144 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 7\uc6d4: Tokyo Electron\uc740 \uc57c\ub9c8\ub098\uc2dc \uae30\uc220 \uc13c\ud130 \ud655\uc7a5\uc5d0 3\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec \uc6d0\uc790\uce35 \ubc0f \uadf9\uc800\uc628 \uc2dd\uac01 R&#038;D\uc5d0 \uc911\uc810\uc744 \ub454 15\uac1c\uc758 \ucc54\ubc84\ub97c \ucd94\uac00\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 6\uc6d4: NAURA Technology Group\uc740 SMIC\ub85c\ubd80\ud130 14nm \ubc0f 28nm \ub77c\uc778\uc744 \uc704\ud55c \uc720\ub3c4 \uacb0\ud569 \ud50c\ub77c\uc988\ub9c8 \uc2dc\uc2a4\ud15c 4\uc5b5 5\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc8fc\ubb38\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc804 \uc138\uacc4 \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5\uc758 \uc815\uc758, \ubc94\uc704, \uc5f0\uad6c \ubc29\ubc95\ub860\uc744 \ud3ec\ud568\ud558\uba70, \uc2dc\uc7a5 \uaddc\ubaa8, \uc131\uc7a5 \uc608\uce21, \uc8fc\uc694 \ub3d9\uc778 \ubc0f \uc81c\uc57d \uc694\uc778, \uacbd\uc7c1 \ud658\uacbd \ub4f1\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21:<br \/>\n\ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc740 2026\ub144 143.4\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uc5d0\ub294 204.2\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 7.33%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \ud575\uc2ec \uc694\uc778\uc73c\ub85c\ub294 \u25b2EUV \ub9ac\uc18c\uadf8\ub798\ud53c\uc758 \ud655\uc7a5\uacfc \uc774\uc5d0 \ub530\ub978 \uace0\uc885\ud6a1\ube44(High Aspect-Ratio) \uc2dd\uac01 \uc694\uad6c \uc99d\ub300 (\ud2b9\ud788 3nm \ubc0f 2nm \ub178\ub4dc), \u25b23D NAND\uc758 200\ub2e8 \uc774\uc0c1 \uc801\uce35 \ubc0f DRAM \ub178\ub4dc \ubbf8\uc138\ud654 \uac00\uc18d\ud654, \u25b2\ud654\ud569\ubb3c \ubc18\ub3c4\uccb4 \uc804\ub825 \uc18c\uc790(\uc608: \uc804\uae30\ucc28\uc6a9 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc) \uc218\uc694 \uc99d\uac00, \u25b2\ubbf8\uad6d CHIPS Act \ubc0f EU Chips Act\uc640 \uac19\uc740 \uc815\ubd80 \uc8fc\ub3c4\uc758 \ubc18\ub3c4\uccb4 \uc8fc\uad8c \ud655\ubcf4 \ud504\ub85c\uadf8\ub7a8, \u25b2\uc774\uc885 \uc9d1\uc801(Heterogeneous Integration) \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc73c\ub85c\uc758 \uc804\ud658, \u25b2\uc591\uc790 \ucef4\ud4e8\ud305 \uc7a5\uce58 \uc81c\uc870\uc5d0\uc11c\uc758 \uc0c8\ub85c\uc6b4 \ud65c\uc6a9 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \u25b25nm \uc774\ud558 \uad6c\uc870\uc5d0\uc11c\uc758 \ud50c\ub77c\uc988\ub9c8 \uc720\ub3c4 \uc190\uc0c1 \ubb38\uc81c, \u25b2\ud074\ub9b0\ub8f8 \uac74\uc124 \ubc0f \uc720\ud2f8\ub9ac\ud2f0 \ube44\uc6a9 \uc0c1\uc2b9, \u25b2\uace0\uc21c\ub3c4 \ud2b9\uc218 \uac00\uc2a4 \uacf5\uae09\ub9dd\uc758 \ubd88\uc548\uc815\uc131, \u25b2\uc911\uad6d\uc73c\ub85c\uc758 \uc7a5\ube44 \uc218\ucd9c\uc744 \uc81c\ud55c\ud558\ub294 \uc9c0\uc801 \uc7ac\uc0b0\uad8c(IP) \uaddc\uc81c \ub4f1\uc774 \uc9c0\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubd84\uc11d:<br \/>\n\ubcf4\uace0\uc11c\ub294 \ub2e4\uc591\ud55c \uae30\uc900\uc5d0 \ub530\ub77c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ud615\ubcc4: \ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01(RIE), \uc720\ub3c4 \uacb0\ud569 \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01(ICP), \uc2ec\uce35 \ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01(DRIE), \uace0\ubc00\ub3c4 \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01(HDPE) \ubc0f \uae30\ud0c0 \uc720\ud615\uc73c\ub85c \ub098\ub269\ub2c8\ub2e4. \ud2b9\ud788 \uc720\ub3c4 \uacb0\ud569 \ud50c\ub77c\uc988\ub9c8(ICP) \ud50c\ub7ab\ud3fc\uc740 \ub85c\uc9c1, \uba54\ubaa8\ub9ac, \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc804\ubc18\uc5d0 \uac78\uce5c \ub2e4\uc6a9\ub3c4\uc131 \ub355\ubd84\uc5d0 2025\ub144 \ub9e4\ucd9c\uc758 46.83%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4: 150mm \ubbf8\ub9cc, 200mm, 300mm, 450mm \uc774\uc0c1\uc73c\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4.<br \/>\n*   \uc7ac\ub8cc\ubcc4: \uc2e4\ub9ac\ucf58, \ud654\ud569\ubb3c \ubc18\ub3c4\uccb4, \uc720\ub9ac \ubc0f \ud3f4\ub9ac\uba38, \uae30\ud0c0 \uc7ac\ub8cc\ub85c \ubd84\ub958\ub429\ub2c8\ub2e4.<br \/>\n*   \uc751\uc6a9 \ubd84\uc57c\ubcc4: \uac00\uc804\uc81c\ud488, \uc0b0\uc5c5, \uc758\ub8cc \uae30\uae30, \uc790\ub3d9\ucc28 \uc804\uc790\uc81c\ud488, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \uae30\ud0c0 \uc751\uc6a9 \ubd84\uc57c\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4: \ud30c\uc6b4\ub4dc\ub9ac, \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5(IDM), \uc5f0\uad6c \ubc0f \ud559\uc220 \uae30\uad00, \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ub85c \uad6c\uc131\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d:<br \/>\n\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 8.66%\uc758 \uac00\uc7a5 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 \ub300\ub9cc, \ud55c\uad6d, \uc77c\ubcf8, \uc911\uad6d \ub4f1 \uc8fc\uc694 \uad6d\uac00\ub4e4\uc758 \uc2e0\uaddc \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 \ub300\ud55c \ub300\uaddc\ubaa8 \ud22c\uc790\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4. \ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed \ub610\ud55c \uc0c1\uc138\ud788 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc774 \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. Applied Materials Inc., Lam Research Corporation, Tokyo Electron Limited\ub294 7nm \uc774\ud558 \ub178\ub4dc\uc5d0\uc11c \uc0ac\uc6a9\ub418\ub294 \uc7a5\ube44\uc758 80% \uc774\uc0c1\uc744 \uacf5\uae09\ud558\ub294 \ud575\uc2ec \uae30\uc5c5\uc73c\ub85c \ud3c9\uac00\ub429\ub2c8\ub2e4. \ubc18\uba74, Advanced Micro-Fabrication Equipment Inc. (AMEC) \ubc0f NAURA Technology Group Co. Ltd.\ub294 \uc911\uad6d \ub0b4 \uc131\uc219 \ub178\ub4dc \uc218\uc694\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \uc774 \uc678\uc5d0\ub3c4 Hitachi High-Tech Corporation, KLA &#8211; SPTS Technologies, Oxford Instruments plc \ub4f1 \ucd1d 20\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc758 \ubbf8\ucda9\uc871 \uc218\uc694(Unmet-Need)\ub97c \ud3c9\uac00\ud558\uace0, \uae30\uc220\uc801 \uc804\ub9dd, \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5 \ub4f1\uc744 \uc885\ud569\uc801\uc73c\ub85c \ubd84\uc11d\ud558\uc5ec \ubbf8\ub798 \uc2dc\uc7a5 \uae30\ud68c\uc640 \uc804\ub9dd\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc804 \uc138\uacc4 \ud50c\ub77c\uc988\ub9c8 \uc2dd\uac01 \uc7a5\ube44 \uc2dc\uc7a5\uc758 \ud604\uc7ac \uc0c1\ud0dc\uc640 \ubbf8\ub798 \ubc29\ud5a5\uc744 \uc774\ud574\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 \uc815\ubcf4\ub97c \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-47311","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\/47311"}],"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=47311"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/47311\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=47311"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=47311"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=47311"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}