{"id":47671,"date":"2026-02-19T21:24:28","date_gmt":"2026-02-19T21:24:28","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/static-random-access-memory-market-mordor\/"},"modified":"2026-09-25T02:33:31","modified_gmt":"2026-09-24T17:33:31","slug":"static-random-access-memory-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/static-random-access-memory-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uc2a4\ub7a8 (\uc815\uc801 \ub79c\ub364 \uc561\uc138\uc2a4 \uba54\ubaa8\ub9ac) \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/static-random-access-memory-market_SRAM_1.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\/static-random-access-memory-market-size-image-1770826910243.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 \ub354 \ube60\ub978 \uce90\uc2dc \uba54\ubaa8\ub9ac\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f 5G \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95<\/li>\n<li class=\"toc-level-3\">4.2.3 IoT \ubc0f \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30 \ud655\uc0b0<\/li>\n<li class=\"toc-level-3\">4.2.4 \uce69\ub81b\uc6a9 3D \ud1b5\ud569 SRAM<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc800\uada4\ub3c4 \uc704\uc131\uc6a9 \ubc29\uc0ac\uc120 \uacbd\ud654 SRAM<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc778\uba54\ubaa8\ub9ac AI \uac00\uc18d\uae30 \ucc44\ud0dd<\/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 DRAM\/NAND \ub300\ube44 \ube44\ud2b8\ub2f9 \ub192\uc740 \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.2 5nm \uc774\ud558 \ub178\ub4dc\uc5d0\uc11c \uc804\ub825 \uc18c\ube44 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc2e0\ud765 NVM (MRAM\/ReRAM) \ub300\uccb4<\/li>\n<li class=\"toc-level-3\">4.3.4 \ub9ac\uc18c\uadf8\ub798\ud53c \uac00\ubcc0\uc131\uc73c\ub85c \uc778\ud55c \uc218\uc728 \uc190\uc2e4<\/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 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/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 \uacf5\uae09\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 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.8 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5<\/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 \uae30\ub2a5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ube44\ub3d9\uae30 SRAM<\/li>\n<li class=\"toc-level-3\">5.1.2 \ub3d9\uae30 SRAM<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc81c\ud488 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc720\uc0ac SRAM (PSRAM)<\/li>\n<li class=\"toc-level-3\">5.2.2 \ube44\ud718\ubc1c\uc131 SRAM (nvSRAM)<\/li>\n<li class=\"toc-level-3\">5.2.3 \uae30\ud0c0 \uc81c\ud488 \uc720\ud615<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uba54\ubaa8\ub9ac \ubc00\ub3c4\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \u22648 Mb<\/li>\n<li class=\"toc-level-3\">5.3.2 8 \u2013 64 Mb<\/li>\n<li class=\"toc-level-3\">5.3.3 64 \u2013 256 Mb<\/li>\n<li class=\"toc-level-3\">5.3.4 >256 Mb<\/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 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.4.3 \ud1b5\uc2e0 \uc778\ud504\ub77c<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc790\ub3d9\ucc28 \ubc0f \ud56d\uacf5\uc6b0\uc8fc<\/li>\n<li class=\"toc-level-3\">5.4.5 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790<\/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 \uae30\ud0c0 \ub0a8\ubbf8<\/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 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ub300\ub9cc<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \uae30\ud0c0 \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<li class=\"toc-level-4\">5.5.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.5.5.1.1 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc774\uc2a4\ub77c\uc5d8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 GCC \uad6d\uac00<\/li>\n<li class=\"toc-level-5\">5.5.5.1.4 \uae30\ud0c0 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.2.3 \uae30\ud0c0 \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 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \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 GSI Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Cypress Semiconductor Corp. (Infineon)<\/li>\n<li class=\"toc-level-3\">6.4.3 Renesas Electronics Corp.<\/li>\n<li class=\"toc-level-3\">6.4.4 Integrated Silicon Solution Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 Alliance Memory Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 Everspin Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 Samsung Electronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 Toshiba Electronic Devices &amp; Storage Corp.<\/li>\n<li class=\"toc-level-3\">6.4.9 STMicroelectronics N.V.<\/li>\n<li class=\"toc-level-3\">6.4.10 SK hynix Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 Micron Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.12 Nanya Technology Corp.<\/li>\n<li class=\"toc-level-3\">6.4.13 Winbond Electronics Corp.<\/li>\n<li class=\"toc-level-3\">6.4.14 Elite Semiconductor Memory Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 Chiplus Semiconductor Corp.<\/li>\n<li class=\"toc-level-3\">6.4.16 Powerchip Semiconductor Mfg. Corp.<\/li>\n<li class=\"toc-level-3\">6.4.17 Puya Semiconductor Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Lyontek Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 ON Semiconductor Corporation<\/li>\n<li class=\"toc-level-3\">6.4.20 Texas Instruments Incorporated<\/li>\n<li class=\"toc-level-3\">6.4.21 Integrated Device Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.22 NXP Semiconductors N.V.<\/li>\n<li class=\"toc-level-3\">6.4.23 Etron Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.24 Espressif Systems (Shanghai) Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.25 SKYHigh Memory 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>\uc815\uc801 \ub79c\ub364 \uc561\uc138\uc2a4 \uba54\ubaa8\ub9ac(SRAM) \uc2dc\uc7a5 \uac1c\uc694 \uc694\uc57d (2026-2031)<\/p>\n<p>\uc815\uc801 \ub79c\ub364 \uc561\uc138\uc2a4 \uba54\ubaa8\ub9ac(SRAM) \uc2dc\uc7a5\uc740 2025\ub144 17\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 18\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud558\uc5ec 2031\ub144\uc5d0\ub294 23\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04(2026-2031) \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 5.56%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 AI \uc911\uc2ec \ucef4\ud4e8\ud305, 5G \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95, \uc2e4\uc2dc\uac04 \uc5e3\uc9c0 \ud504\ub85c\uc138\uc2f1\uc73c\ub85c\uc758 \uc804\ud658\uc5d0 \ud798\uc785\uc740 \uac83\uc73c\ub85c, \uc774\ub4e4 \ubaa8\ub450 \uce90\uc2dc \uacc4\uce35\uc744 \uc704\ud55c SRAM\uc758 \ucd08\uc800\uc9c0\uc5f0 \ud2b9\uc131\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21<\/p>\n<p>*   \uc5f0\uad6c \uae30\uac04: 2020\ub144 &#8211; 2031\ub144<br \/>\n*   2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 18\uc5b5 1\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   2031\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 23\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026-2031): 5.56% CAGR<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<\/p>\n<p>2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>2.1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \ub354 \ube60\ub978 \uce90\uc2dc \uba54\ubaa8\ub9ac\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00 (+1.2% CAGR \uc601\ud5a5): 2025\ub144 \ucd9c\uc2dc\ub41c \uace0\uae09 CPU \ubc0f GPU\ub294 \ucd94\ub860 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc904\uc774\uae30 \uc704\ud574 \ub354 \ud070 \uc628\uce69 \uce90\uc2dc\ub97c \ud0d1\uc7ac\ud588\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc758 Xeon 6\ub294 \uce90\uc2dc \ucd5c\uc801\ud654\ub97c \ud1b5\ud574 1.4\ubc30\uc758 \uc131\ub2a5 \ud5a5\uc0c1\uc744 \ubcf4\uc600\uc73c\uba70, TSMC\uc758 2nm \ud50c\ub7ab\ud3fc\uc740 \uacbd\uc7c1\uc0ac \ub300\ube44 \ub192\uc740 SRAM \uc140 \ubc00\ub3c4\ub97c \uc81c\uacf5\ud558\uc5ec \uc640\ud2b8\ub2f9 \ub354 \ub9ce\uc740 L3 \uce90\uc2dc\ub97c \uac00\ub2a5\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud601\uc2e0\uc740 AI \uac00\uc18d\uae30\uac00 \ubaa8\ub378 \ud30c\ub77c\ubbf8\ud130\ub97c \ucef4\ud4e8\ud305 \uc720\ub2db\uc5d0 \ub354 \uac00\uae5d\uac8c \uc720\uc9c0\ud558\uc5ec DRAM \ud2b8\ub798\ud53d\uc744 \uc904\uc774\uba74\uc11c \ucc98\ub9ac\ub7c9\uc744 \uc720\uc9c0\ud558\ub3c4\ub85d \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub294 \ub370\uc774\ud130\uc13c\ud130 \ubc0f \uc5e3\uc9c0 \uc2e4\ub9ac\ucf58 \uc804\ubc18\uc5d0 \uac78\uce5c \uc6a9\ub7c9 \uc5c5\uadf8\ub808\uc774\ub4dc\ub85c SRAM \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130\uc13c\ud130 \ubc0f 5G \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95 (+1.0% CAGR \uc601\ud5a5): \ud074\ub77c\uc6b0\ub4dc \uc6b4\uc601\uc790\ub4e4\uc774 AI \uc11c\ubc84\ub97c \uc218\uc6a9\ud558\uae30 \uc704\ud574 \ub799 \ubc00\ub3c4\ub97c \ub450 \ubc30\ub85c \ub298\ub9ac\uba74\uc11c, \ub799 \uc0c1\ub2e8 \uc2a4\uc704\uce58\uc5d0\uc11c SRAM \uae30\ubc18 \ud328\ud0b7 \ubc84\ud37c \uc0ac\uc6a9\uc774 \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub294 \uc11c\ubc84 \ud640\uc5d0\uc11c \ub9c8\uc774\ud06c\ub85c\ucd08 \ub2e8\uc704\uc758 \ubc84\ud37c\ub9c1\uc774 \uace0\uc18d SRAM\uc5d0 \uc758\uc874\ud558\ub294 246-275GHz \ubb34\uc120 \ubc31\ud50c\ub808\uc778\uc744 \ud14c\uc2a4\ud2b8\ud588\uc2b5\ub2c8\ub2e4. \uc2dc\uc2a4\ucf54\uc758 5G \uc804\uc1a1\uc740 \uacb0\uc815\ub860\uc801 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \ucd09\uc9c4\ud558\uba70 \ub77c\uc6b0\ud130\uc5d0 \uae4a\uc740 SRAM \ud050\ub97c \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc778\ud504\ub77c \ud655\uc7a5\uc740 SRAM \uc2dc\uc7a5\uc758 \ub2e8\uae30\uc801\uc778 \ub9e4\ucd9c \uac00\uc2dc\uc131\uc744 \uac15\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   IoT \ubc0f \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30 \ud655\uc0b0 (+0.8% CAGR \uc601\ud5a5): \ud5ec\uc2a4\ucf00\uc5b4 \uc6e8\uc5b4\ub7ec\ube14\uc744 \uad6c\ub3d9\ud558\ub294 \ucd08\uc800\uc804\ub825 \uc5e3\uc9c0 \uce69\uc740 \ub2e8\uc77c \ub9c8\uc774\ud06c\ub85c\uc640\ud2b8 \uc218\uc900\uc5d0\uc11c \ub370\uc774\ud130\ub97c \uc720\uc9c0\ud558\ub294 \ub9de\ucda4\ud615 SRAM \ube14\ub85d\uc744 \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5e3\uc9c02LoRa \uac8c\uc774\ud2b8\uc6e8\uc774\ub294 \uc13c\uc11c \ub370\uc774\ud130\ub97c \uc0ac\uc804 \ucc98\ub9ac\ud558\uc5ec \ubc31\ud640 \ub300\uc5ed\ud3ed\uc744 90% \uc808\uac10\ud558\uae30 \uc704\ud574 \uc801\ub2f9\ud55c SRAM\uc744 \ub0b4\uc7a5\ud569\ub2c8\ub2e4. \ub974\ub124\uc0ac\uc2a4 R-Car\uc640 \uac19\uc740 \uc790\ub3d9\ucc28 MCU\ub294 \ubb34\uc120 \uc5c5\ub370\uc774\ud2b8 \ubc0f ADAS \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc704\ud574 \uacb0\uc815\ub860\uc801 SRAM\uc744 \ud1b5\ud569\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubc30\ud3ec\ub294 \uc5d0\ub108\uc9c0 \uc81c\uc57d\uc5d0 \ub9de\ucdb0\uc9c4 \ube44\ub3d9\uae30\uc2dd \ubc0f \uc720\uc0ac SRAM \uc81c\ud488\uc758 \uace0\uac1d \uae30\ubc18\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc778\uba54\ubaa8\ub9ac AI \uac00\uc18d\uae30 \ucc44\ud0dd (+0.7% CAGR \uc601\ud5a5): \uc5f0\uad6c \ud504\ub85c\ud1a0\ud0c0\uc785\uc740 10GHz \uc774\uc0c1\uc5d0\uc11c \uc2e4\ud589\ub418\uace0 \ube44\ud2b8\ub2f9 13.2fJ\ub97c \uc18c\ube44\ud558\ub294 \uc784\ubca0\ub514\ub4dc XOR \ub85c\uc9c1\uc744 \uac16\ucd98 \ud3ec\ud1a0\ub2c9 SRAM\uc744 \uc2dc\uc5f0\ud558\uc5ec \ubbf8\ub798\uc758 \ucef4\ud4e8\ud305-\uc778-\uba54\ubaa8\ub9ac \uc544\ud0a4\ud14d\ucc98\ub97c \uc81c\uc2dc\ud569\ub2c8\ub2e4. 28nm 36Kb \ucef4\ud4e8\ud305-\uc778-\uba54\ubaa8\ub9ac SRAM\uc740 \uac00\uc911\uce58 \uc5c5\ub370\uc774\ud2b8 \uc5d0\ub108\uc9c0\ub97c \uc904\uc5ec \uc784\ubca0\ub514\ub4dc AI \ucd94\ub860 \uc5d4\uc9c4\uc758 \uae38\uc744 \uc5f4\uc5c8\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubc1c\uc804\uc740 \uc18d\ub3c4\uc640 \ud504\ub85c\uadf8\ub798\ubc0d \uac00\ub2a5\uc131\uc744 \uacb0\ud569\ud55c \ud2b9\uc218 SRAM\uc5d0 \ub300\ud55c \uad00\uc2ec\uc744 \ub192\uc5ec SRAM \uc2dc\uc7a5\uc744 \ub354\uc6b1 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2.2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   DRAM\/NAND \ub300\ube44 \ub192\uc740 \ube44\ud2b8\ub2f9 \ube44\uc6a9 (-0.9% CAGR \uc601\ud5a5): SRAM\uc740 \uc0c1\uc6a9 DRAM\ubcf4\ub2e4 \ube44\ud2b8\ub2f9 \ube44\uc6a9\uc774 \uba87 \ubc30\ub098 \ube44\uc2f8, \ub300\ub7c9 \uc2dc\uc7a5 \uae30\uae30\uc5d0\uc11c \uc0ac\uc6a9\ub7c9\uc744 \uc904\uc774\ub824\ub294 \uc124\uacc4\uc790\ub4e4\uc5d0\uac8c \ubd80\ub2f4\uc744 \uc90d\ub2c8\ub2e4. DDR4 \ubaa8\ub4c8 \uac00\uaca9\uc740 2025\ub144 \uc0c1\ubc18\uae30\uc5d0 \uc57d 50% \uc0c1\uc2b9\ud558\uc5ec \uba54\ubaa8\ub9ac \uc2a4\ud0dd \uc804\ubc18\uc758 \ubcc0\ub3d9\uc131\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc740 \uacf5\uae09 \ubd80\uc871\uc744 \ud65c\uc6a9\ud558\uc5ec LPDDR4 \uac00\uaca9\uc744 \uc778\uc0c1\ud588\uc9c0\ub9cc, \uc774\ub294 OEM\uc774 \uc790\uc7ac \ube44\uc6a9\uc744 \uc904\uc774\uae30 \uc704\ud574 \ud558\uc774\ube0c\ub9ac\ub4dc SRAM-DRAM \uc544\ud0a4\ud14d\ucc98\uc5d0 \ub300\ud55c \uad00\uc2ec\uc744 \uac00\uc18d\ud654\ud560 \uc704\ud5d8\uc774 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   5nm \uc774\ud558 \ub178\ub4dc\uc5d0\uc11c\uc758 \uc804\ub825 \uc18c\ube44 \uc99d\uac00 (-0.7% CAGR \uc601\ud5a5): \uace0\uae09 \uacf5\uc815 \ub178\ub4dc\uc5d0\uc11c SRAM \uc140\uc758 \uc804\ub825 \uc18c\ube44 \uc99d\uac00\ub294 \uc124\uacc4 \ubcf5\uc7a1\uc131\uc744 \uac00\uc911\uc2dc\ud0a4\uace0 \uc5f4 \uad00\ub9ac \ubb38\uc81c\ub97c \uc57c\uae30\ud569\ub2c8\ub2e4. \uc774\ub294 \ud2b9\ud788 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ud658\uacbd\uc5d0\uc11c \uc911\uc694\ud55c \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \uc2e0\ud765 \ube44\ud718\ubc1c\uc131 \uba54\ubaa8\ub9ac(MRAM\/ReRAM)\ub85c\uc758 \ub300\uccb4 (-0.5% CAGR \uc601\ud5a5): \ub2e8\uc77c \ub098\ub178\ubbf8\ud130 CoFeB\/MgO \uc790\uae30 \ud130\ub110 \uc811\ud569\uc740 10ns \ubbf8\ub9cc\uc758 \uc2a4\uc704\uce6d \uc18d\ub3c4\uc640 10\ub144\uc758 \ub370\uc774\ud130 \uc720\uc9c0 \ub2a5\ub825\uc744 \ub2ec\uc131\ud558\uc5ec MRAM\uc774 \uacac\uace0\ud55c \uc2dc\uc2a4\ud15c\uc5d0\uc11c nvSRAM\uc744 \ub300\uccb4\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \uc5d0\ubc84\uc2a4\ud540\uc740 MRAM\uc744 \ubc30\ud130\ub9ac \ubc31\uc5c5 SRAM\uc758 \ud50c\ub7ec\uadf8\uc778 \ub300\uccb4\ud488\uc73c\ub85c \ub9c8\ucf00\ud305\ud558\uba70 \uc678\ubd80 \ucee4\ud328\uc2dc\ud130 \uc5c6\uc774 \ube44\ud718\ubc1c\uc131\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc0dd\uc0b0 \ube44\uc6a9\uc774 \ub354 \ud558\ub77d\ud558\uba74 SRAM \uc2dc\uc7a5\uc758 \uc77c\ubd80\uac00 \uc601\uad6c\uc801\uc778 \ub300\uc548\uc73c\ub85c \uc804\ud658\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uae30\ub2a5\ubcc4:<br \/>\n    *   \ub3d9\uae30\uc2dd SRAM: 2025\ub144 SRAM \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 58.05%\ub97c \ucc28\uc9c0\ud558\uba70, CPU, GPU, \ub124\ud2b8\uc6cc\ud06c ASIC\uc758 \uacb0\uc815\ub860\uc801 \uce90\uc2dc \uc791\ub3d9\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \uc790\ub3d9\ucc28 MCU\ub294 \uc6b4\uc804\uc790 \uc9c0\uc6d0 \uc6cc\ud06c\ub85c\ub4dc\uc758 \uc5c4\uaca9\ud55c \uc2e4\uc2dc\uac04 \uc694\uad6c \uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \ub3d9\uae30\uc2dd \uc5b4\ub808\uc774\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n    *   \ube44\ub3d9\uae30\uc2dd SRAM: 6.21%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud558\uba70, \uc804\ub825 \uc608\uc0b0\uc774 \uc9c0\uc5f0 \uc2dc\uac04 \ubaa9\ud45c\ubcf4\ub2e4 \uc6b0\uc120\uc2dc\ub418\ub294 IoT \uc6e8\uc5b4\ub7ec\ube14 \ubc0f \uc5e3\uc9c0 \uac8c\uc774\ud2b8\uc6e8\uc774\uc5d0\uc11c \uc8fc\ub85c \uc0ac\uc6a9\ub429\ub2c8\ub2e4.<br \/>\n*   \uc81c\ud488 \uc720\ud615\ubcc4:<br \/>\n    *   \uc720\uc0ac SRAM (Pseudo-SRAM): 2025\ub144 \ub9e4\ucd9c \uc810\uc720\uc728 54.02%\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud569\ub2c8\ub2e4. DRAM \uc140\uc744 SRAM \uc2a4\ud0c0\uc77c \uc778\ud130\ud398\uc774\uc2a4 \ub4a4\uc5d0 \ub0b4\uc7a5\ud558\uc5ec \uc2dc\uc2a4\ud15c \uc218\uc900\uc5d0\uc11c \ub9ac\ud504\ub808\uc2dc \uad00\ub9ac \uc5c6\uc774 \ub354 \ub192\uc740 \ubc00\ub3c4\ub97c \ub2ec\uc131\ud569\ub2c8\ub2e4.<br \/>\n    *   \ube44\ud718\ubc1c\uc131 SRAM (Non-Volatile SRAM): 8.42%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\ub85c \uc131\uc7a5\ud558\uba70, \uc815\uc804 \uc2dc \ub370\uc774\ud130 \ubb34\uacb0\uc131\uc744 \uc694\uad6c\ud558\ub294 \uacf5\uc7a5 \ubc0f \ucc28\ub7c9\uc5d0\uc11c \uc218\uc694\uac00 \ub192\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uba54\ubaa8\ub9ac \ubc00\ub3c4\ubcc4:<br \/>\n    *   8-64 Mb \uacc4\uce35: 2025\ub144 SRAM \uc2dc\uc7a5 \uaddc\ubaa8\uc758 42.05%\ub97c \ucc28\uc9c0\ud558\uba70, \uc8fc\ub958 CPU\uc758 \uc77c\ubc18\uc801\uc778 L2\/L3 \uce90\uc2dc \uacf5\uac04\uacfc \uc77c\uce58\ud569\ub2c8\ub2e4.<br \/>\n    *   256 Mb \ucd08\uacfc \uc7a5\uce58: AI \uac00\uc18d\uae30\uac00 DRAM \ud398\uce58\ub97c \ucd5c\uc18c\ud654\ud558\uae30 \uc704\ud574 \ub354 \ud070 \uc628\uce69 \uce90\uc2dc\ub97c \ucd94\uad6c\ud568\uc5d0 \ub530\ub77c 7.26%\uc758 \uacac\uace0\ud55c CAGR\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4:<br \/>\n    *   \uc18c\ube44\uc790 \uac00\uc804: \uc2a4\ub9c8\ud2b8\ud3f0, \ud0dc\ube14\ub9bf, PC\uc758 \ubc29\ub300\ud55c \uaddc\ubaa8 \ub355\ubd84\uc5d0 2025\ub144 \ub9e4\ucd9c\uc758 45.92%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc790\ub3d9\ucc28 \ubc0f \ud56d\uacf5\uc6b0\uc8fc: \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \ucc28\ub7c9\uc774 \uc13c\uc11c \uc735\ud569 \ubc0f \ubb34\uc120 \uc7ac\uad6c\uc131\uc744 \uc704\ud55c \uacb0\uc815\ub860\uc801 \uce90\uc2dc\ub97c \uc694\uad6c\ud568\uc5d0 \ub530\ub77c 8.74%\uc758 CAGR\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 SRAM \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 61.02%\ub97c \ucc28\uc9c0\ud558\uba70, \ub300\ub9cc\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc9c0\ubc30\ub825, \ud55c\uad6d\uc758 \uba54\ubaa8\ub9ac \ud601\uc2e0, \uc911\uad6d\uc758 \uaddc\ubaa8 \ud655\uc7a5 \ub178\ub825\uc5d0 \ud798\uc785\uc5b4 \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 2024\ub144 \ub300\ub9cc \uc9c0\uc9c4\uc740 \uc9d1\uc911 \uc704\ud5d8\uc744 \ub178\ucd9c\uc2dc\ucf30\uace0, \uc77c\ubcf8\uacfc \uc2f1\uac00\ud3ec\ub974\uc5d0 \ube44\uc0c1 \uc0dd\uc0b0 \uc2dc\uc124\uc744 \uad6c\ucd95\ud558\ub294 \uacc4\uae30\uac00 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74: 7.23%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \uae30\ub85d\ud588\uc73c\uba70, \uac78\ud504 \uc9c0\uc5ed\uc744 3\ub300\ub959 \ub370\uc774\ud130 \ud5c8\ube0c\ub85c \ud3ec\uc9c0\uc154\ub2dd\ud558\uae30 \uc704\ud55c \uad6d\ubd80 \ud380\ub4dc \uc9c0\ucd9c\uc5d0 \ud798\uc785\uc5c8\uc2b5\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc758 \ucc3d\uace0 \uc790\ub3d9\ud654\ub294 2025\ub144\uae4c\uc9c0 \uc5f0\uac04 17.5% \uc131\uc7a5\ud558\uc5ec 16\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uc628\ubcf4\ub4dc \uce90\uc2dc\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: AI \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc73c\uba70, \uc720\ub7fd\uc740 430\uc5b5 \uc720\ub85c \uaddc\ubaa8\uc758 \uce69\uc2a4\ubc95(Chips Act)\uc744 \ud1b5\ud574 \uc8fc\uad8c \ud655\ubcf4\uc5d0 \uc8fc\ub825\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>SRAM \uc2dc\uc7a5\uc740 \ud1b5\ud569 \uc7a5\uce58 \uc81c\uc870\uc5c5\uccb4(IDM)\uc640 \ud30c\uc6b4\ub4dc\ub9ac \uc5f0\uacc4 \uacbd\uc7c1\uc5c5\uccb4\ub97c \uc911\uc2ec\uc73c\ub85c \uc911\uac04 \uc815\ub3c4\uc758 \ud1b5\ud569\uc744 \ubcf4\uc785\ub2c8\ub2e4. \uc0bc\uc131, SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860\uc740 HBM \ub85c\ub4dc\ub9f5\uc744 \ud655\uc7a5\ud558\uc5ec \uc785\uc9c0\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc740 HBM4 \uc0ac\uc5c5\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \ud3c9\ud0dd \uc6e8\uc774\ud37c \uacf5\uc7a5\uc744 \uac00\uc18d\ud654\ud588\uc73c\uba70, SK\ud558\uc774\ub2c9\uc2a4\ub294 TSMC\uc640 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ubd84\uc57c\uc5d0\uc11c \ud611\ub825\ud558\uc5ec \ub300\uc5ed\ud3ed \ub9ac\ub354\uc2ed\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>IP \ubc0f \ud2b9\uc218 \uacc4\uce35\uc5d0\uc11c\ub294 GSI Technology\uc640 Cypress\uac00 \uc800\uc9c0\uc5f0 \ub124\ud2b8\uc6cc\ud0b9 \uc7a5\ube44\ub97c \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc73c\uba70, Numem\uacfc \uac19\uc740 \uc2e0\uaddc \uc5c5\uccb4\ub294 2025\ub144\uae4c\uc9c0 HBM\uae09 \ucc98\ub9ac\ub7c9\uc744 \uc57d\uc18d\ud558\ub294 MRAM \uce69\ub81b\uc744 \uacc4\ud68d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Imec, TSMC, \uc0bc\uc131-IBM\uc740 \uac01\uac01 40%\uc758 \uc140 \uba74\uc801 \uac10\uc18c\ub97c \ub2ec\uc131\ud55c CFET SRAM \ud504\ub85c\ud1a0\ud0c0\uc785\uc744 \uc2dc\uc5f0\ud558\uc5ec 3D \uc2a4\ud0dd\ud615 \ub85c\uc9c1-\uba54\ubaa8\ub9ac \ud558\uc774\ube0c\ub9ac\ub4dc\ub97c \uc608\uace0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \uc6b0\uc704\ub294 \ud328\ud0a4\uc9d5 \ud601\uc2e0, \ud2b9\uc218 \uacf5\uc815 \ub178\ud558\uc6b0, \uc9c0\uc801 \uc7ac\uc0b0\uad8c\uc758 \ud3ed\uc5d0 \ub2ec\ub824 \uc788\uc73c\uba70, \uc774 \ubaa8\ub4e0 \uac83\uc774 \ubbf8\ub798 SRAM \uc2dc\uc7a5 \ud3ec\uc9c0\uc154\ub2dd\uc744 \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \ucd5c\uadfc \uc0b0\uc5c5 \ubc1c\uc804<\/p>\n<p>*   2025\ub144 7\uc6d4: \uc0bc\uc131, HBM4 \uc6a9\ub7c9 \ud655\ubcf4\ub97c \uc704\ud574 \ud3c9\ud0dd \uc6e8\uc774\ud37c \uacf5\uc7a5 \uac00\uc18d\ud654.<br \/>\n*   2025\ub144 6\uc6d4: \ub9c8\ubca8, 6Gb \uc6a9\ub7c9\uacfc 66% \ub0ae\uc740 \uc804\ub825\uc744 \uc81c\uacf5\ud558\ub294 2nm \ub9de\ucda4\ud615 SRAM \ucd9c\uc2dc.<br \/>\n*   2025\ub144 6\uc6d4: SK\ud558\uc774\ub2c9\uc2a4, HBM \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 9\uc870 \uc6d0\uc758 \uc774\uc775 \uae09\uc99d \uae30\ub85d.<br \/>\n*   2025\ub144 5\uc6d4: \uc0bc\uc131\uacfc SK\ud558\uc774\ub2c9\uc2a4, \ucc28\uc138\ub300 HBM\uc744 \uc704\ud55c \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uae30\uc220 \ubc1c\uc804.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\uc758 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc608\uce21 \uc218\uce58\ub294 Mordor Intelligence\uc758 \ub3c5\uc810\uc801\uc778 \ucd94\uc815 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc0dd\uc131\ub418\uc5c8\uc73c\uba70, 2026\ub144 1\uc6d4 \ud604\uc7ac \uc0ac\uc6a9 \uac00\ub2a5\ud55c \ucd5c\uc2e0 \ub370\uc774\ud130 \ubc0f \ud1b5\ucc30\ub825\uc73c\ub85c \uc5c5\ub370\uc774\ud2b8\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 Static Random Access Memory (SRAM) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. SRAM\uc740 \uc804\uc6d0\uc774 \uacf5\uae09\ub418\ub294 \ub3d9\uc548 \ub370\uc774\ud130\ub97c \uc720\uc9c0\ud558\uba70, Dynamic RAM (DRAM)\uacfc \ub2ec\ub9ac \uc8fc\uae30\uc801\uc778 \ub9ac\ud504\ub808\uc2dc\uac00 \ud544\uc694 \uc5c6\ub294 \uba54\ubaa8\ub9ac\uc785\ub2c8\ub2e4. DRAM\ubcf4\ub2e4 \ube60\ub978 \ub370\uc774\ud130 \uc811\uadfc \uc18d\ub3c4\ub97c \uc81c\uacf5\ud558\uc9c0\ub9cc, \ube44\uc6a9\uc774 \ub354 \ub192\ub2e4\ub294 \ud2b9\uc9d5\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74, SRAM \uc2dc\uc7a5\uc740 2026\ub144 18.1\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 23.7\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uace0\uc18d \uce90\uc2dc \uba54\ubaa8\ub9ac\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00, \ub370\uc774\ud130 \uc13c\ud130 \ubc0f 5G \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95 \ud655\ub300, IoT \ubc0f \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc758 \ud655\uc0b0, \uce69\ub81b(chiplet)\uc6a9 3D \ud1b5\ud569 SRAM\uc758 \ubc1c\uc804, \uc800\uada4\ub3c4 \uc704\uc131\uc6a9 \ubc29\uc0ac\uc120 \uacbd\ud654 SRAM\uc758 \ud544\uc694\uc131, \uadf8\ub9ac\uace0 \uc778\uba54\ubaa8\ub9ac AI \uac00\uc18d\uae30 \ucc44\ud0dd \uc99d\uac00 \ub4f1 \ub2e4\uc591\ud55c \uc694\uc778\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 DRAM \ubc0f NAND \ub300\ube44 \ub192\uc740 \ube44\ud2b8\ub2f9 \ube44\uc6a9, 5nm \uc774\ud558 \ub178\ub4dc\uc5d0\uc11c \uc99d\uac00\ud558\ub294 \uc804\ub825 \uc18c\ube44, MRAM \ubc0f ReRAM\uacfc \uac19\uc740 \uc2e0\ud765 \ube44\ud718\ubc1c\uc131 \uba54\ubaa8\ub9ac(NVM)\uc758 \uc7a0\uc7ac\uc801 \ub300\uccb4 \uc704\ud611, \uadf8\ub9ac\uace0 \ub9ac\uc18c\uadf8\ub798\ud53c \uac00\ubcc0\uc131\uc73c\ub85c \uc778\ud55c \uc218\uc728 \uc190\uc2e4 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 MRAM\uc740 \ube44\ud718\ubc1c\uc131 \ubc0f \ub0ae\uc740 \ub300\uae30 \uc804\ub825 \ud2b9\uc131\uc73c\ub85c \ubc30\ud130\ub9ac \ubc31\uc5c5 \ubc0f \uacac\uace0\ud55c \uc2dc\uc2a4\ud15c \ubd84\uc57c\uc5d0\uc11c SRAM\uc5d0 \ub3c4\uc804\ud558\uba70 \uc7a5\uae30\uc801\uc73c\ub85c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc804\ud658\uc2dc\ud0ac \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubd84\uc11d\uc5d0\uc11c\ub294 \uae30\ub2a5\ubcc4\ub85c \ube44\ub3d9\uae30\uc2dd SRAM\uacfc \ub3d9\uae30\uc2dd SRAM\uc744 \ub2e4\ub8e8\uba70, 2025\ub144 \uae30\uc900 \ub3d9\uae30\uc2dd SRAM\uc774 58.05%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uba70 \uace0\uc131\ub2a5 CPU, GPU \ubc0f \ub124\ud2b8\uc6cc\ud0b9 ASIC\uc5d0 \ud544\uc218\uc801\uc778 \uc5ed\ud560\uc744 \ud558\uace0 \uc788\uc74c\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \uc81c\ud488 \uc720\ud615\ubcc4\ub85c\ub294 Pseudo SRAM (PSRAM), Non-Volatile SRAM (nvSRAM) \ub4f1\uc774 \ubd84\uc11d\ub429\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \ubc00\ub3c4\ubcc4\ub85c\ub294 8-64Mb \ubc94\uc704\uac00 2025\ub144 \uc804\uccb4 \ud310\ub9e4\ub7c9\uc758 42.05%\ub97c \ucc28\uc9c0\ud558\uba70 \uc8fc\ub958 \ud504\ub85c\uc138\uc11c \uce90\uc2dc \ud06c\uae30\uc5d0 \ubd80\ud569\ud558\ub294 \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\ub85c\ub294 \uac00\uc804, \uc0b0\uc5c5, \ud1b5\uc2e0 \uc778\ud504\ub77c, \uc790\ub3d9\ucc28 \ubc0f \ud56d\uacf5\uc6b0\uc8fc \ubd84\uc57c \ub4f1\uc774 \ud3ec\ud568\ub418\uba70, \ud2b9\ud788 \uc790\ub3d9\ucc28 \ubc0f \ud56d\uacf5\uc6b0\uc8fc \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \uc544\ud0a4\ud14d\ucc98\uc758 \ub3c4\uc785\uc73c\ub85c \uc800\uc9c0\uc5f0 \uce90\uc2dc \uc218\uc694\uac00 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c 8.74%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd80\ubb38\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \ubd84\uc11d\uc5d0\uc11c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 61.02%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ub300\ub9cc\uacfc \ud55c\uad6d\uc758 \uac15\ub825\ud55c \uc81c\uc870 \uc0dd\ud0dc\uacc4\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc5d0 \ub300\ud55c \uc0c1\uc138\ud55c \ubd84\uc11d\ub3c4 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \uc139\uc158\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860 \ud14c\ud06c\ub180\ub85c\uc9c0, \ub974\ub124\uc0ac\uc2a4 \uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4, \uc778\ud53c\ub2c8\uc5b8(\uc0ac\uc774\ud504\ub808\uc2a4), \ub3c4\uc2dc\ubc14 \uc77c\ub809\ud2b8\ub85c\ub2c9 \ub514\ubc14\uc774\uc2a4 &#038; \uc2a4\ud1a0\ub9ac\uc9c0, ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4, GSI \ud14c\ud06c\ub180\ub85c\uc9c0 \ub4f1 25\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758, \uc5f0\uad6c \ubc29\ubc95\ub860, \uc2dc\uc7a5 \uac1c\uc694, \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd, \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d, \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd \ub4f1 SRAM \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uad11\ubc94\uc704\ud558\uace0 \uc2ec\uce35\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-47671","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\/47671"}],"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=47671"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/47671\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=47671"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=47671"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=47671"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}