{"id":48373,"date":"2026-02-20T04:32:12","date_gmt":"2026-02-20T04:32:12","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/global-transistor-market-mordor\/"},"modified":"2026-09-25T04:44:13","modified_gmt":"2026-09-24T19:44:13","slug":"global-transistor-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/global-transistor-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \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\/global-transistor-market_1651840609881_Picture2.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\/global-transistor-market-size-image-1770997139980.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 \uc804\ub825 \ud6a8\uc728\uc801\uc778 \ubaa8\ubc14\uc77c SoC\uc5d0 \ub300\ud55c \uc218\uc694 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc6b4\uc1a1 \ubc0f \ucda9\uc804 \uc778\ud504\ub77c\uc758 \uae09\uc18d\ud55c \uc804\ub3d9\ud654<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc5e3\uc9c0\uc5d0\uc11c\uc758 AI\/ML \ucd94\ub860\uc774 \uac1c\ubcc4 \uc804\ub825 \uc7a5\uce58 \uc8fc\ub3c4<\/li>\n<li class=\"toc-level-3\">4.2.4 5G\uc5d0\uc11c 6G\ub85c\uc758 RF \ud504\ub860\ud2b8\uc5d4\ub4dc \uc5c5\uadf8\ub808\uc774\ub4dc<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d \ud339(SiC, GaN)\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c<\/li>\n<li class=\"toc-level-3\">4.2.6 \ucca8\ub2e8 \ud328\ud0a4\uc9d5(\uce69\ub81b, 3D \uc2a4\ud0dc\ud0b9) \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 3nm \ub178\ub4dc \uc774\ud558\uc758 \uc591\uc790 \ud130\ub110\ub9c1 \ud55c\uacc4<\/li>\n<li class=\"toc-level-3\">4.3.2 \ub300\ub9cc \ubc0f \uc911\uad6d \ub0a8\ubd80\uc758 \uacf5\uae09\ub9dd \uc9d1\uc911<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc778\ub825 \ubd80\uc871 \uc18d \ud339 \uac74\uc124 CAPEX \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc790\ub3d9\ucc28 \ub4f1\uae09 \uc7a5\uce58\uc5d0 \ub300\ud55c \ub192\uc740 \uc778\uc99d \ube44\uc6a9<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uacf5\uae09\ub9dd \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\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/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 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc591\uadf9\uc131 \uc811\ud569 \ud2b8\ub79c\uc9c0\uc2a4\ud130 (BJT)<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc804\uacc4 \ud6a8\uacfc \ud2b8\ub79c\uc9c0\uc2a4\ud130 (FET)<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc808\uc5f0 \uac8c\uc774\ud2b8 \uc591\uadf9\uc131 \ud2b8\ub79c\uc9c0\uc2a4\ud130 (IGBT)<\/li>\n<li class=\"toc-level-3\">5.1.4 \uc774\uc885\uc811\ud569 \uc591\uadf9\uc131 \ud2b8\ub79c\uc9c0\uc2a4\ud130 (HBT)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc7ac\ub8cc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc2e4\ub9ac\ucf58 (Si)<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud0c4\ud654\uaddc\uc18c (SiC)<\/li>\n<li class=\"toc-level-3\">5.2.3 \uc9c8\ud654\uac08\ub968 (GaN)<\/li>\n<li class=\"toc-level-3\">5.2.4 \uac8c\ub974\ub9c8\ub284 (Ge)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uae30\uc220 \ub178\ub4dc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 65 nm \uc774\uc0c1<\/li>\n<li class=\"toc-level-3\">5.3.2 45 &#8211; 28 nm<\/li>\n<li class=\"toc-level-3\">5.3.3 22 &#8211; 16 nm<\/li>\n<li class=\"toc-level-3\">5.3.4 14 &#8211; 10 nm<\/li>\n<li class=\"toc-level-3\">5.3.5 10 nm \ubbf8\ub9cc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ud328\ud0a4\uc9d5 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc2a4\ub8e8\ud640<\/li>\n<li class=\"toc-level-3\">5.4.2 \ud45c\uba74 \uc2e4\uc7a5<\/li>\n<li class=\"toc-level-3\">5.4.3 \uce69 \uc2a4\ucf00\uc77c \ud328\ud0a4\uc9c0 (CSP)<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9c0 (WLP)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc815\ubcf4\ud1b5\uc2e0\uae30\uc220<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc0b0\uc5c5 \uc81c\uc870<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825<\/li>\n<li class=\"toc-level-3\">5.5.6 \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704<\/li>\n<li class=\"toc-level-3\">5.5.7 \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc758\ub8cc\uae30\uae30<\/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<\/li>\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<li class=\"toc-level-3\">5.6.2 \ub0a8\ubbf8<\/li>\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 \ucf5c\ub86c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.6.2.4 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc720\ub7fd<\/li>\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<li class=\"toc-level-3\">5.6.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\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 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \uc911\ub3d9<\/li>\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 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.6.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.6.5.2.2 \uc774\uc9d1\ud2b8<\/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<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(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 onsemi Corporation<\/li>\n<li class=\"toc-level-3\">6.4.2 Infineon Technologies AG<\/li>\n<li class=\"toc-level-3\">6.4.3 STMicroelectronics N.V.<\/li>\n<li class=\"toc-level-3\">6.4.4 Texas Instruments Incorporated<\/li>\n<li class=\"toc-level-3\">6.4.5 Vishay Intertechnology, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 Diodes Incorporated<\/li>\n<li class=\"toc-level-3\">6.4.7 NXP Semiconductors N.V.<\/li>\n<li class=\"toc-level-3\">6.4.8 Renesas Electronics Corporation<\/li>\n<li class=\"toc-level-3\">6.4.9 Linear Integrated Systems, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 ROHM Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.11 Toshiba Electronic Devices and Storage Corporation<\/li>\n<li class=\"toc-level-3\">6.4.12 Microchip Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Broadcom Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 Samsung Electronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Fuji Electric Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Mitsubishi Electric Corporation<\/li>\n<li class=\"toc-level-3\">6.4.17 Alpha and Omega Semiconductor Limited<\/li>\n<li class=\"toc-level-3\">6.4.18 Qorvo, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 Wolfspeed, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.20 Analog Devices, Inc.<\/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>\ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc2dc\uc7a5 \uac1c\uc694 \uc0c1\uc138 \uc694\uc57d (2026-2031\ub144 \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>\ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc2dc\uc7a5\uc740 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc720\ud615, \uc7ac\ub8cc, \uae30\uc220 \ub178\ub4dc, \ud328\ud0a4\uc9d5 \uc720\ud615, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \uc788\uc73c\uba70, \uc2dc\uc7a5 \uc608\uce21\uc740 \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc218\uce58:<br \/>\n*   \uc5f0\uad6c \uae30\uac04: 2020\ub144 &#8211; 2031\ub144<br \/>\n*   2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 200\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   2031\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 286\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026\ub144 &#8211; 2031\ub144): \uc5f0\ud3c9\uade0 7.46% (CAGR)<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<br \/>\n*   \uc8fc\uc694 \uae30\uc5c5: Diodes Incorporated, Infineon Technologies AG, ROHM Co., Ltd., NXP Semiconductors N.V., Vishay Intertechnology, Inc. (\uc21c\uc11c \ubb34\uad00)<\/p>\n<p># 2. \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \uc2dc\uc0ac\uc810<\/p>\n<p>\ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc2dc\uc7a5\uc740 2026\ub144 200\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2025\ub144 186\uc5b5 3\ucc9c\ub9cc \ub2ec\ub7ec \ub300\ube44 \uc131\uc7a5\ud558\uc5ec 2031\ub144\uc5d0\ub294 286\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 7.46%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uad11\ub300\uc5ed \uac2d(wide-bandgap) \uc7ac\ub8cc\ub85c\uc758 \uc804\ud658, \uc9c0\uc5ed\ubcc4 \ud339(fab)\uc5d0 \ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c \uc99d\uac00, \uc804\uae30\ucc28 \ubc0f 5G \uc778\ud504\ub77c\uc640 \uac19\uc740 \uc804\ub825 \uc18c\ubaa8\uac00 \ud070 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \uc218\uc694 \uac00\uc18d\ud654\uc5d0 \uae30\uc778\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc7ac\ub8cc \uce21\uba74\uc5d0\uc11c\ub294 \uc2e4\ub9ac\ucf58(Si)\uc774 2024\ub144\uc5d0\ub3c4 \ub300\ubd80\ubd84\uc758 \ubb3c\ub7c9\uc744 \uacf5\uae09\ud558\uc9c0\ub9cc, \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \ubc0f \uac08\ub968 \ub098\uc774\ud2b8\ub77c\uc774\ub4dc(GaN) \uc18c\uc790\uac00 \ub354 \ub192\uc740 \uc804\uc555 \ub0b4\uc131\uacfc \uc6b0\uc218\ud55c \uc5f4\uc804\ub3c4\uc728\uc744 \uc694\uad6c\ud558\ub294 \ubd84\uc57c\ub97c \uc810\uc720\ud558\uba74\uc11c \uadf8 \ube44\uc911\uc774 \uc810\ucc28 \uc904\uc5b4\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2024\ub144 \ub9e4\ucd9c\uc758 56.30%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc774\ub294 \uc911\uad6d\uc758 \ud604\uc9c0\ud654 \ud504\ub85c\uadf8\ub7a8\uacfc \uc778\ub3c4\uc758 \uc778\uc13c\ud2f0\ube0c \uae30\ubc18 \uc81c\uc870 \uae09\uc99d\uc5d0 \ud798\uc785\uc740 \ubc14 \ud07d\ub2c8\ub2e4.<\/p>\n<p>\ubbf8\uad6d\uacfc \uc720\ub7fd \uc815\ubd80\uc758 \ud575\uc2ec \ub178\ub4dc \uad6d\ub0b4 \ubcf5\uadc0 \ub178\ub825\uc740 \uc7a5\ube44 \uc8fc\ubb38\uc744 \ub298\ub9ac\uace0 \ud6c4\uacf5\uc815(back-end) \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uc9c0\uc18d\ud558\uba70 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc2dc\uc7a5\uc758 \uacf5\uae09 \uc635\uc158\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, 14nm \ubbf8\ub9cc \uacf5\uc815 \ubc0f \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM)\ub97c \uc81c\ud55c\ud558\ub294 \uc218\ucd9c \ud1b5\uc81c\ub294 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \uc138\ubd84\ud654\ud558\uc5ec \uad6d\ub0b4 \ud339\uc758 \uc804\ub7b5\uc801 \uac00\uce58\ub97c \uac15\ud654\ud558\uace0 \uc804\uacf5\uc815(front-end) \ubc0f \ud328\ud0a4\uc9d5 \uc790\uc0b0\uc744 \ubaa8\ub450 \ud1b5\uc81c\ud558\ub294 \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc0ac\uc810:<br \/>\n*   \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc720\ud615: \ubc14\uc774\ud3f4\ub77c \uc811\ud569 \ud2b8\ub79c\uc9c0\uc2a4\ud130(BJT)\uac00 2025\ub144 \ub9e4\ucd9c\uc758 48.35%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \uc808\uc5f0 \uac8c\uc774\ud2b8 \uc591\uadf9\uc131 \ud2b8\ub79c\uc9c0\uc2a4\ud130(IGBT)\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 8.66%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc7ac\ub8cc: \uc2e4\ub9ac\ucf58\uc774 2025\ub144 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 68.85%\ub97c \uc720\uc9c0\ud588\uc9c0\ub9cc, \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC)\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 8.86%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220 \ub178\ub4dc: 10nm \ubbf8\ub9cc \uacf5\uc815\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 10.22%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70, \u226565nm \ub178\ub4dc\ub294 2025\ub144 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 34.25%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud328\ud0a4\uc9d5 \uc720\ud615: \ud45c\uba74 \uc2e4\uc7a5(Surface-mount)\uc774 2025\ub144 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 46.05%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9d5(Wafer-level packaging)\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 9.82%\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5: \uac00\uc804\uc81c\ud488\uc774 2025\ub144 \ub9e4\ucd9c\uc758 36.55%\ub97c \ucc28\uc9c0\ud588\uc73c\ub098, \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 9.45%\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c\uc758 55.90%\ub97c \ucc28\uc9c0\ud558\uba70 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 10.62%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># 3. \uae00\ub85c\ubc8c \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>3.1. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \uc804\ub825 \ud6a8\uc728\uc801\uc778 \ubaa8\ubc14\uc77c SoC \uc218\uc694 \uae09\uc99d (+1.80%): \ubaa8\ubc14\uc77c \uc2dc\uc2a4\ud15c \uc628 \uce69(SoC) \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ubc30\ud130\ub9ac \uc18c\ubaa8 \uc5c6\uc774 \uc628\ub514\ubc14\uc774\uc2a4 \ucd94\ub860 \uc791\uc5c5\uc744 \uc218\ud589\ud558\ub294 AI \uac00\uc18d\uae30\ub97c \ud1b5\ud569\ud558\uae30 \uc704\ud574 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc218\ub97c \ub298\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub2e8\uc704 \uac00\uaca9\uc5d0\uc11c \uc904(joules)-\ub2f9-\uc791\ub3d9\uc73c\ub85c \uad6c\ub9e4 \uae30\uc900\uc744 \uc804\ud658\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, TSMC\uc758 3nm \uc0dd\uc0b0 \ub77c\uc778 \uac00\ub3d9\uc740 \ubaa8\ubc14\uc77c \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ub300\ud55c \ub178\ub4dc \uc804\ud658\uc758 \uc911\uc694\uc131\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. \uc774\uae30\uc885 \ud1b5\ud569(heterogeneous integration)\uc740 \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9d5 \ucc44\ud0dd\uc744 \uac15\ud654\ud558\uba70, \uc2a4\ub9c8\ud2b8\ud3f0 \ucd9c\ud558\ub7c9 \uc815\uccb4\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ud578\ub4dc\uc14b\ub2f9 \uc2e4\ub9ac\ucf58 \uc0ac\uc6a9\ub7c9 \uc99d\uac00\ub294 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \uc6b4\uc1a1 \ubc0f \ucda9\uc804 \uc778\ud504\ub77c\uc758 \uae09\uc18d\ud55c \uc804\ub825\ud654 (+2.10%): \uc804\uae30\ucc28\ub294 \ub0b4\uc5f0\uae30\uad00\ucc28\ubcf4\ub2e4 \uc57d 10\ubc30 \ub9ce\uc740 \ubc18\ub3c4\uccb4\ub97c \uc0ac\uc6a9\ud558\uba70, \ub300\ubd80\ubd84\uc740 \ud2b8\ub799\uc158 \uc778\ubc84\ud130, \uc628\ubcf4\ub4dc \ucda9\uc804\uae30, DC-DC \ucee8\ubc84\ud130 \ub4f1\uc744 \ucc98\ub9ac\ud558\ub294 \uace0\uc804\ub958 \ud2b8\ub79c\uc9c0\uc2a4\ud130\uc785\ub2c8\ub2e4. 400V\uc5d0\uc11c 800V \uc2dc\uc2a4\ud15c\uc73c\ub85c\uc758 \uc0b0\uc5c5 \uc804\ud658\uc740 \uc2e4\ub9ac\ucf58 \uc18c\uc790\uc758 \uc548\uc804 \uc791\ub3d9 \uc601\uc5ed\uc744 \ucd08\uacfc\ud558\uc5ec 1,200V \uc815\uaca9\uc758 SiC MOSFET \ubc0f IGBT \ubaa8\ub4c8 \uc218\uc694\ub97c \ucd09\uc9c4\ud569\ub2c8\ub2e4. \uacf5\uacf5 \uace0\uc18d \ucda9\uc804\uae30 \ubcf4\uae09\ub3c4 \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud558\uba70, AEC-Q100 \uc778\uc99d\uc740 \uc124\uacc4 \uc8fc\uae30\ub97c \uc5f0\uc7a5\ud558\uc5ec \uc218\uc694\uc640 \uacf5\uae09 \uac04\uc758 \uaca9\ucc28\ub97c \uc720\uc9c0\ud558\uace0 \uac00\uaca9\uc744 \uc9c0\uc9c0\ud569\ub2c8\ub2e4.<br \/>\n*   \uc5e3\uc9c0 AI\/ML \ucd94\ub860\uc73c\ub85c \uc778\ud55c \uac1c\ubcc4 \uc804\ub825 \uc18c\uc790 \uc218\uc694 \uc99d\uac00 (+1.50%): \uacf5\uc7a5 \uc13c\uc11c, \uc2a4\ub9c8\ud2b8 \uce74\uba54\ub77c \ub4f1 \uc5e3\uc9c0 AI \uae30\uae30\ub294 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \ucd94\ub860\uc744 \uc6b0\uc120\uc2dc\ud558\uba70, \uc800\uc815\ubc00 \uc5f0\uc0b0 \ubc0f \ub3d9\uc801 \uc804\uc555 \uc2a4\ucf00\uc77c\ub9c1\uc774 \uac00\ub2a5\ud55c \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc544\ud0a4\ud14d\ucc98\ub97c \uc120\ud638\ud569\ub2c8\ub2e4. \uac1c\ubcc4 \uc804\ub825 \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub294 \uc800\ub204\uc124 \ubc0f \uc989\uac01\uc801\uc778 \uc6e8\uc774\ud06c\uc5c5 \ud2b9\uc131\uc744 \uc694\uad6c\ud558\uba70, MoS\u2082 \ucc44\ub110 \ud3ed \ucd95\uc18c \uc5f0\uad6c\ub294 \ubbf8\ub798 \uc131\ub2a5 \ud655\uc7a5\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. \uc720\ub7fd AI \ubc95\uc548\uacfc \uac19\uc740 \uce5c\ud658\uacbd AI \uc2dc\uc2a4\ud15c \uaddc\uc81c\ub294 \uace0\ud6a8\uc728 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc218\uc694\ub97c \uac15\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   5G-6G RF \ud504\ub860\ud2b8\uc5d4\ub4dc \uc5c5\uadf8\ub808\uc774\ub4dc (+1.20%): 5G\uc5d0\uc11c 6G\ub85c\uc758 \uc804\ud658\uc740 \ubc00\ub9ac\ubbf8\ud130\ud30c \ubc0f \ud14c\ub77c\ud5e4\ub974\uce20 \uc8fc\ud30c\uc218 \ub300\uc5ed\uc744 \uc0ac\uc6a9\ud558\uac8c \ub418\uba70, GaN \uae30\ubc18 \uc804\ub825 \uc99d\ud3ed\uae30 \ubc0f \uc2a4\uc704\uce58 \ucc44\ud0dd\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. Massive-MIMO \uae30\uc9c0\uad6d \uc548\ud14c\ub098\ub294 RF \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc218\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0, \ube54\ud3ec\ubc0d \uc54c\uace0\ub9ac\uc998\uc740 \uc2e0\ud638 \ubb34\uacb0\uc131\uc744 \uc704\ud574 \ucd08\uc120\ud615 \uc774\ub4dd \ube14\ub85d\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58\uc758 \ud55c\uacc4\ub97c \ub118\uc5b4\uc11c\ub294 \uad11\ub300\uc5ed \uac2d \ub300\uc548\uc758 \ud544\uc694\uc131\uc774 \ubd80\uac01\ub418\uba70, \ud1b5\uc2e0 \uc0ac\uc5c5\uc790\uc758 \ub9e4\ud06c\ub85c \uc0ac\uc774\ud2b8 \uc5c5\uadf8\ub808\uc774\ub4dc\ub294 10\ub144 \ub9d0\uae4c\uc9c0 \ub192\uc740 \ubcfc\ub968\uc758 \uad50\uccb4 \uc8fc\uae30\ub97c \uc720\uc9c0\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uad11\ub300\uc5ed \uac2d \ud339(SiC, GaN)\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c (+0.70%): \ubd81\ubbf8, EU, \uc77c\ubd80 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uad6d\uac00\uc5d0\uc11c SiC \ubc0f GaN \ud339\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\ub294 \uad6d\ub0b4 \ud339\uc758 \ucd08\uae30 \ube44\uc6a9\uc744 \uc644\ud654\ud558\uace0 \ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc744 \ub2e8\ucd95\ud569\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \ud328\ud0a4\uc9d5(\uce69\ub81b, 3D \uc2a4\ud0dc\ud0b9) \ucc44\ud0dd (+0.90%): \uce69\ub81b, 3D \uc2a4\ud0dc\ud0b9\uacfc \uac19\uc740 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220 \ucc44\ud0dd\uc740 \uc131\ub2a5 \ud5a5\uc0c1 \ubc0f \uc804\ub825 \ud6a8\uc728\uc131 \uac1c\uc120\uc5d0 \uae30\uc5ec\ud558\uba70, \ud2b9\ud788 \ucca8\ub2e8 \ud30c\uc6b4\ub4dc\ub9ac\uc5d0\uc11c \uc9d1\uc911\uc801\uc73c\ub85c \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.2. \uc2dc\uc7a5 \uc131\uc7a5 \uc800\ud574 \uc694\uc778<\/p>\n<p>*   3nm \ub178\ub4dc \ubbf8\ub9cc \uc591\uc790 \ud130\ub110\ub9c1 \ud55c\uacc4 (-1.20%): 3nm \ubbf8\ub9cc \uacf5\uc815\uc5d0\uc11c\ub294 \uc591\uc790 \ud130\ub110\ub9c1\uc73c\ub85c \uc778\ud55c \ub204\uc124 \uc804\ub958\uac00 \uc2ec\ud654\ub418\uc5b4 \uc5d0\ub108\uc9c0-\uc9c0\uc5f0 \uc774\uc810\uc774 \uac10\uc18c\ud569\ub2c8\ub2e4. GAA(Gate-all-around) \ub098\ub178\uc2dc\ud2b8 \ud2b8\ub79c\uc9c0\uc2a4\ud130\uac00 \uc815\uc804\uae30 \uc190\uc2e4\uc744 \ubd80\ubd84\uc801\uc73c\ub85c \uc644\ud654\ud558\uc9c0\ub9cc, \ubcf5\uc7a1\ud55c \ud328\ud130\ub2dd\uacfc \uace0\uac00\uc758 EUV \ub2e4\uc911 \ud328\ud130\ub2dd\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac\ub4e4\uc740 \uc21c\uc218\ud55c \ub9ac\uc18c\uadf8\ub798\ud53c \uc2a4\ucf00\uc77c\ub9c1 \ub300\uc2e0 3D \uc2a4\ud0dc\ud0b9 \ubc0f \uce69\ub81b\uacfc \uac19\uc740 \uc2dc\uc2a4\ud15c \ub808\ubca8 \ud601\uc2e0\uc744 \ud1b5\ud574 \uc131\ub2a5 \ub85c\ub4dc\ub9f5\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 3nm \ubbf8\ub9cc \ub9c8\uc2a4\ud06c \uc138\ud2b8 \ube44\uc6a9\uc740 1\ucc9c\ub9cc \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\uc5ec, \ub300\ub7c9 \uc0dd\uc0b0\ub418\ub294 \uc18c\ube44\uc790 \ubc0f \ud074\ub77c\uc6b0\ub4dc \ud504\ub85c\uc138\uc11c\ub9cc\uc774 \uc774 \ube44\uc6a9\uc744 \uac10\ub2f9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub300\ub9cc \ubc0f \uc911\uad6d \ub0a8\ubd80\uc758 \uacf5\uae09\ub9dd \uc9d1\uc911\ub3c4 (-0.80%): \uc804 \uc138\uacc4 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc57d 62%\uac00 \ub300\ub9cc\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc73c\uba70, \uc911\uad6d \ub0a8\ubd80\ub294 \ub300\ubd80\ubd84\uc758 \ud6c4\uacf5\uc815 \uc870\ub9bd \ub77c\uc778\uc744 \ucc28\uc9c0\ud569\ub2c8\ub2e4. \uc790\uc5f0\uc7ac\ud574 \uc704\ud5d8, \uc591\uc548 \uae34\uc7a5 \uace0\uc870, \uc218\ucd9c \ud5c8\uac00 \ubd88\ud655\uc2e4\uc131\uc740 \ub9ac\ub4dc \ud0c0\uc784 \ubcc0\ub3d9\uc131\uc744 \ub192\uc5ec \uc790\ub3d9\ucc28 \ubc0f \ud56d\uacf5\uc6b0\uc8fc \uad6c\ub9e4\uc790\ub4e4\uc758 \uc7ac\uace0 \ud655\ubcf4 \uc804\ub7b5\uc744 \uc720\ub3c4\ud569\ub2c8\ub2e4. \ubbf8\uad6d CHIPS Act \ubc0f EU \uc778\uc13c\ud2f0\ube0c\ub294 \uc560\ub9ac\uc870\ub098, \ud14d\uc0ac\uc2a4, \ub4dc\ub808\uc2a4\ub374\uc5d0 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud339 \ud22c\uc790\ub97c \uc720\uce58\ud558\uace0 \uc788\uc9c0\ub9cc, \uc774\ub4e4 \uc2e0\uaddc \uacf5\uc7a5\uc740 10\ub144 \ub9d0\uae4c\uc9c0\ub294 \uc131\uc219\ud55c \uc218\uc728\uc5d0 \ub3c4\ub2ec\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \uadf8 \uc804\uae4c\uc9c0 \ub300\ub9cc \ud574\uc548 \ud339\uc774\ub098 \uc911\uad6d \ub0a8\ubd80 OSAT\uc758 \uc5b4\ub5a4 \ucc28\uc9c8\ub3c4 \ubd84\uae30\ubcc4 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc2dc\uc7a5 \ucd9c\ud558\ub7c9\uc744 \ub450 \uc790\ub9bf\uc218 \ube44\uc728\ub85c \uac10\uc18c\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc778\ub825 \ubd80\uc871 \uc18d \ud339 \uac74\uc124 CAPEX \uc99d\uac00 (-0.60%): \ucca8\ub2e8 \uc7a5\ube44 \ubc0f EUV \uc7a5\ube44\ub85c \uc778\ud574 \uc2e0\uaddc \ud339 \uac74\uc124 \ube44\uc6a9\uc774 200\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc73c\ub85c \uc99d\uac00\ud558\uba74\uc11c \uc790\ubcf8 \uc9d1\uc57d\ub3c4\uac00 \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2e0\uaddc \uc9c4\uc785\uc790\ub4e4\uc774 \ub514\uc790\uc778 IP, \uc218\uc9c1 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ub178\ud558\uc6b0, \ud30c\uc6b4\ub4dc\ub9ac \uc6a9\ub7c9 \uc120\ud0dd\uc801 \uc608\uc57d\uc5d0 \uc911\uc810\uc744 \ub454 \ud339\ub9ac\uc2a4 \ubaa8\ub378\ub85c \uc804\ud658\ud558\uac8c \ud569\ub2c8\ub2e4.<br \/>\n*   \uc790\ub3d9\ucc28 \ub4f1\uae09 \uc7a5\uce58\uc5d0 \ub300\ud55c \ub192\uc740 \uc778\uc99d \ube44\uc6a9 (-0.40%): ISO 26262\ub294 \uc790\ub3d9\ucc28 \ub4f1\uae09 \uc7a5\uce58\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \uae30\ub2a5 \uc548\uc804 \ud45c\uc900\uc73c\ub85c, \uc778\uc99d \uc808\ucc28\uc5d0 \uc0c1\ub2f9\ud55c \uc2dc\uac04\uacfc \ube44\uc6a9\uc774 \uc18c\uc694\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub192\uc740 \uc778\uc99d \ube44\uc6a9\uc740 \uc2e0\uaddc \uc9c4\uc785 \uc7a5\ubcbd\uc73c\ub85c \uc791\uc6a9\ud558\uba70, \ud2b9\ud788 \uc911\uc18c\uae30\uc5c5\uc758 \uc790\ub3d9\ucc28 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc9c4\ucd9c\uc744 \uc5b4\ub835\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. \uc774\ub294 \uacb0\uad6d \uacf5\uae09\ub9dd\uc758 \ub2e4\uc591\uc131\uc744 \uc800\ud574\ud558\uace0 \ud2b9\uc815 \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \uc2ec\ud654\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc9c0\uc815\ud559\uc801 \uae34\uc7a5 \uace0\uc870 \ubc0f \ubb34\uc5ed \uc7a5\ubcbd (-0.50%): \ubbf8\uad6d\uacfc \uc911\uad6d \uac04\uc758 \uae30\uc220 \ud328\uad8c \uacbd\uc7c1\uc740 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc218\ucd9c \ud1b5\uc81c, \uad00\uc138 \ubd80\uacfc, \ud2b9\uc815 \uae30\uc5c5 \ube14\ub799\ub9ac\uc2a4\ud2b8 \uc9c0\uc815 \ub4f1\uc740 \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc73c\uba70, \uae30\uc5c5\ub4e4\uc740 \uc0dd\uc0b0 \uae30\uc9c0 \ub2e4\ubcc0\ud654 \ubc0f \uacf5\uae09\ub9dd \uc7ac\uad6c\ucd95\uc5d0 \ub9c9\ub300\ud55c \ube44\uc6a9\uc744 \uc9c0\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubd88\ud655\uc2e4\uc131\uc740 \uc7a5\uae30\uc801\uc778 \ud22c\uc790 \uacc4\ud68d\uc744 \uc5b4\ub835\uac8c \ub9cc\ub4e4\uace0, \uc2dc\uc7a5 \uc608\uce21 \uac00\ub2a5\uc131\uc744 \ub5a8\uc5b4\ub728\ub9bd\ub2c8\ub2e4.<\/p>\n<p>*   \ud658\uacbd \uaddc\uc81c \uac15\ud654 \ubc0f \uc9c0\uc18d \uac00\ub2a5\uc131 \uc555\ub825 (-0.30%): \ubc18\ub3c4\uccb4 \uc81c\uc870 \uacf5\uc815\uc740 \ub9c9\ub300\ud55c \uc591\uc758 \ubb3c\uacfc \uc5d0\ub108\uc9c0\ub97c \uc18c\ube44\ud558\uba70, \ud2b9\uc815 \ud654\ud559 \ubb3c\uc9c8\uc744 \ubc30\ucd9c\ud569\ub2c8\ub2e4. \uc804 \uc138\uacc4\uc801\uc73c\ub85c \ud658\uacbd \uaddc\uc81c\uac00 \uac15\ud654\ub418\uace0 ESG(\ud658\uacbd, \uc0ac\ud68c, \uc9c0\ubc30\uad6c\uc870) \uacbd\uc601\uc5d0 \ub300\ud55c \uc694\uad6c\uac00 \ub192\uc544\uc9c0\uba74\uc11c, \uae30\uc5c5\ub4e4\uc740 \uce5c\ud658\uacbd \uacf5\uc815 \ub3c4\uc785, \ud3d0\uc218 \ucc98\ub9ac \uc2dc\uc124 \uac1c\uc120, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc0ac\uc6a9 \ud655\ub300 \ub4f1\uc5d0 \ud22c\uc790\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774\ub294 \uc6b4\uc601 \ube44\uc6a9 \uc99d\uac00\ub85c \uc774\uc5b4\uc9c0\uba70, \ud2b9\ud788 \ub178\ud6c4\ud654\ub41c \ud339\uc744 \uc6b4\uc601\ud558\ub294 \uae30\uc5c5\uc5d0\uac8c\ub294 \ucd94\uac00\uc801\uc778 \ubd80\ub2f4\uc774 \ub429\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \ubcf5\ud569\uc801\uc778 \uc694\uc778\ub4e4\uc740 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uc131\uc7a5\ub960\uc744 \ub454\ud654\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uae30\uc5c5\ub4e4\uc740 \ube44\uc6a9 \uc808\uac10, \ud6a8\uc728\uc131 \uc99d\ub300, \uacf5\uae09\ub9dd \ud0c4\ub825\uc131 \ud655\ubcf4\ub97c \uc704\ud55c \uc0c8\ub85c\uc6b4 \uc804\ub7b5\uc744 \ubaa8\uc0c9\ud574\uc57c \ud558\ub294 \uc0c1\ud669\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, \uae30\uc220 \ud601\uc2e0\uacfc \uc2dc\uc7a5 \uc218\uc694 \ubcc0\ud654\uc5d0 \ubc1c\ub9de\ucdb0 \uc9c0\uc18d\uc801\uc778 \ud22c\uc790\ub97c \uc720\uc9c0\ud558\uba74\uc11c\ub3c4, \uc678\ubd80 \ud658\uacbd \ubcc0\ud654\uc5d0 \uc720\uc5f0\ud558\uac8c \ub300\uc751\ud560 \uc218 \uc788\ub294 \ub2a5\ub825\uc774 \uc911\uc694\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uae00\ub85c\ubc8c \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub294 \uc804\ub958 \ub610\ub294 \uc804\uc555 \ud750\ub984\uc744 \uc870\uc808\ud558\uace0 \uc804\uc790 \uc2e0\ud638\uc758 \uc2a4\uc704\uce58 \ub610\ub294 \uac8c\uc774\ud2b8 \uc5ed\ud560\uc744 \ud558\ub294 \ubc18\ub3c4\uccb4 \uc18c\uc790\ub85c, \uac1c\ubcc4\uc801\uc73c\ub85c \ud328\ud0a4\uc9d5\ub418\uac70\ub098 \uc9d1\uc801 \ud68c\ub85c\uc5d0 \ub0b4\uc7a5\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc758 \uc815\uc758, \uc5f0\uad6c \ubc29\ubc95\ub860, \uc8fc\uc694 \uc694\uc57d, \uc2dc\uc7a5 \ud658\uacbd, \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \ud658\uacbd, \uadf8\ub9ac\uace0 \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd:<br \/>\n\uae00\ub85c\ubc8c \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 286\uc5b5 6\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc(SiC) \uc18c\uc7ac\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 8.86%\uc758 \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc808\uc5f0 \uac8c\uc774\ud2b8 \uc591\uadf9\uc131 \ud2b8\ub79c\uc9c0\uc2a4\ud130(IGBT)\ub294 MOSFET\uc758 \uc2a4\uc704\uce6d \uc18d\ub3c4\uc640 \uc591\uadf9\uc131 \uc804\ub3c4 \ud6a8\uc728\uc744 \uacb0\ud569\ud558\uc5ec 800V \uc804\uae30\ucc28 \uad6c\ub3d9\uacc4\uc5d0 \uc774\uc0c1\uc801\uc774\uba70, \uc774\ub85c \uc778\ud574 \uc2dc\uc7a5\uc5d0\uc11c \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud328\ud0a4\uc9d5 \uae30\uc220 \uc911\uc5d0\uc11c\ub294 \uce69\ub81b \ubc0f 3D \uc2a4\ud0dc\ud0b9 \uae30\uc220 \ucc44\ud0dd\uc5d0 \ud798\uc785\uc5b4 \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9d5(WLP)\uc774 \uc5f0\ud3c9\uade0 9.82%\ub85c \uac00\uc7a5 \uac15\ub825\ud55c \uc131\uc7a5\uc138\ub97c \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \uc804\ub825 \ud6a8\uc728\uc801\uc778 \ubaa8\ubc14\uc77c SoC(System-on-Chip)\uc5d0 \ub300\ud55c \uc218\uc694 \uae09\uc99d, \uc6b4\uc1a1 \ubc0f \ucda9\uc804 \uc778\ud504\ub77c\uc758 \uae09\uc18d\ud55c \uc804\ub3d9\ud654, \uc5e3\uc9c0\uc5d0\uc11c\uc758 AI\/ML \ucd94\ub860\uc744 \uc704\ud55c \uac1c\ubcc4 \uc804\ub825 \uc7a5\uce58 \uc218\uc694 \uc99d\uac00, 5G\uc5d0\uc11c 6G\ub85c\uc758 RF \ud504\ub7f0\ud2b8\uc5d4\ub4dc \uc5c5\uadf8\ub808\uc774\ub4dc, SiC \ubc0f GaN\uacfc \uac19\uc740 \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d(WBG) \ud339\uc5d0 \ub300\ud55c \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c, \uadf8\ub9ac\uace0 \uce69\ub81b \ubc0f 3D \uc2a4\ud0dc\ud0b9\uacfc \uac19\uc740 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220\uc758 \ucc44\ud0dd\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d:<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\ub4e4\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4. 3nm \uc774\ud558 \ub178\ub4dc\uc5d0\uc11c\uc758 \uc591\uc790 \ud130\ub110\ub9c1 \ud55c\uacc4\ub294 \ucd94\uac00\uc801\uc778 \uc804\uc555 \uc2a4\ucf00\uc77c\ub9c1\uc744 \uc81c\ud55c\ud558\uace0 \ub204\uc124 \uc804\ub958\ub97c \uc99d\uac00\uc2dc\ucf1c \ub354 \uc791\uc740 \uae30\ud558\ud559\uc801 \uad6c\uc870\uc758 \uc774\uc810\uc744 \uc57d\ud654\uc2dc\ud0b5\ub2c8\ub2e4. \ub610\ud55c, \ub300\ub9cc\uacfc \uc911\uad6d \ub0a8\ubd80\uc5d0 \uc9d1\uc911\ub41c \uacf5\uae09\ub9dd\uc740 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc744 \ub0b4\ud3ec\ud558\uba70, \uc778\ub825 \ubd80\uc871 \uc18d\uc5d0\uc11c \ud339 \uac74\uc124 CAPEX(\uc790\ubcf8 \uc9c0\ucd9c)\uc758 \uc99d\uac00\ub294 \ube44\uc6a9 \ubd80\ub2f4\uc744 \uac00\uc911\uc2dc\ud0b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \ub4f1\uae09 \uc7a5\uce58\uc5d0 \ub300\ud55c \ub192\uc740 \uc778\uc99d \ube44\uc6a9 \ub610\ud55c \uc2dc\uc7a5\uc758 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc0b0\uc5c5 \uacf5\uae09\ub9dd \ubc0f \uaddc\uc81c \ud658\uacbd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc0b0\uc5c5 \uacf5\uae09\ub9dd \ubd84\uc11d\uacfc \uaddc\uc81c \ud658\uacbd\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uba70, \uae30\uc220\uc801 \uc804\ub9dd\uacfc \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d(\uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611, \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825, \uacf5\uae09\uc790\uc758 \uad50\uc12d\ub825, \ub300\uccb4 \uc81c\ud488\uc758 \uc704\ud611, \uacbd\uc7c1 \uac15\ub3c4)\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \ud2b9\uc131\uc744 \ud3c9\uac00\ud569\ub2c8\ub2e4. \ud2b9\ud788, \ubbf8\uad6d CHIPS Act \ubc0f EU \ud30c\uc77c\ub7ff \ub77c\uc778\uacfc \uac19\uc740 \uc815\ubd80 \uc778\uc13c\ud2f0\ube0c \ud504\ub85c\uadf8\ub7a8\uc740 \ub3d9\uc544\uc2dc\uc544\uc5d0 \uc9d1\uc911\ub41c \uacf5\uae09\ub9dd\uc744 \ub2e4\ubcc0\ud654\ud558\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\ubd80 \uc2dc\uc7a5 \ubd84\uc11d:<br \/>\n\ubcf4\uace0\uc11c\ub294 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc720\ud615(BJT, FET, IGBT, HBT), \uc18c\uc7ac(\uc2e4\ub9ac\ucf58, SiC, GaN, \uac8c\ub974\ub9c8\ub284), \uae30\uc220 \ub178\ub4dc(65nm \uc774\uc0c1, 45-28nm, 22-16nm, 14-10nm, 10nm \ubbf8\ub9cc), \ud328\ud0a4\uc9d5 \uc720\ud615(\uc2a4\ub8e8\ud640, \ud45c\uba74 \uc2e4\uc7a5, CSP, WLP), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc18c\ube44\uc790 \uac00\uc804, \uc815\ubcf4\ud1b5\uc2e0\uae30\uc220, \uc790\ub3d9\ucc28 \ubc0f \uc6b4\uc1a1, \uc0b0\uc5c5 \uc81c\uc870, \uc5d0\ub108\uc9c0 \ubc0f \uc804\ub825, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc758\ub8cc \uae30\uae30), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\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. onsemi, Infineon Technologies, STMicroelectronics, Texas Instruments, Samsung Electronics, Toshiba Electronic Devices and Storage Corporation, Wolfspeed \ub4f1 20\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud558\uc5ec \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d \ub4f1\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5(White-Space) \ubc0f \ubbf8\ucda9\uc871 \uc218\uc694(Unmet-Need) \ud3c9\uac00\ub97c \ud1b5\ud574 \ubbf8\ub798 \uc2dc\uc7a5 \uae30\ud68c\ub97c \uc81c\uc2dc\ud558\uba70, \ud2b8\ub79c\uc9c0\uc2a4\ud130 \uc2dc\uc7a5\uc758 \uc9c0\uc18d\uc801\uc778 \ud601\uc2e0\uacfc \uc131\uc7a5\uc744 \uc704\ud55c \ubc29\ud5a5\uc131\uc744 \ubaa8\uc0c9\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-48373","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\/48373"}],"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=48373"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/48373\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=48373"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=48373"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=48373"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}