{"id":53190,"date":"2026-02-23T10:57:54","date_gmt":"2026-02-23T10:57:54","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/3d-tsv-devices-market-mordor\/"},"modified":"2026-09-25T20:39:39","modified_gmt":"2026-09-25T11:39:39","slug":"3d-tsv-devices-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/3d-tsv-devices-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 3D TSV \uc7a5\uce58 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/3d-tsv-devices-market-1765182137272-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/3d-tsv-devices-market-size-image-1770802888693.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 \ud604\ud669<\/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 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ubc0f AI \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \ub370\uc774\ud130 \uc13c\ud130 \ud655\uc7a5\uc73c\ub85c \uc778\ud55c \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac \ucc44\ud0dd \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \uac00\uc804\uc81c\ud488\uc758 \uae09\uaca9\ud55c \uc18c\ud615\ud654<\/li>\n<li class=\"toc-level-3\">4.2.4 \uce69\ub81b \uae30\ubc18 \uc774\uc885 \ud1b5\ud569 \uc544\ud0a4\ud14d\ucc98<\/li>\n<li class=\"toc-level-3\">4.2.5 3D \uc778\ud130\ud3ec\uc800 \uc2a4\ud0dc\ud0b9\uc744 \uc704\ud55c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc694\uad6c<\/li>\n<li class=\"toc-level-3\">4.2.6 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ud339\uc5d0 \ub300\ud55c \uc815\ubd80 \ubcf4\uc870\uae08<\/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 3D TSV \ud328\ud0a4\uc9c0\uc758 \ub192\uc740 \ub2e8\uc704 \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc5f4\ub85c \uc778\ud55c \uc2e0\ub8b0\uc131 \ubc0f \uc218\uc728 \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.3 TSV \uc2dd\uac01 \ubc0f \ucda9\uc804 \ub3c4\uad6c\uc758 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1<\/li>\n<li class=\"toc-level-3\">4.3.4 TSV \ud654\ud559 \ubb3c\uc9c8\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5<\/li>\n<li class=\"toc-level-2\">4.8 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.8.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.2 \uc18c\ube44\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.8.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.4 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<li class=\"toc-level-3\">4.8.5 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/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 \uc81c\ud488 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc774\ubbf8\uc9d5 \ubc0f \uad11\uc804\uc790\uacf5\ud559<\/li>\n<li class=\"toc-level-3\">5.1.2 \uba54\ubaa8\ub9ac<\/li>\n<li class=\"toc-level-3\">5.1.3 MEMS \/ \uc13c\uc11c<\/li>\n<li class=\"toc-level-3\">5.1.4 LED<\/li>\n<li class=\"toc-level-3\">5.1.5 \uae30\ud0c0 \uc81c\ud488<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 TSV \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ube44\uc544-\ubbf8\ub4e4 TSV<\/li>\n<li class=\"toc-level-3\">5.2.2 \ube44\uc544-\ub77c\uc2a4\ud2b8 TSV<\/li>\n<li class=\"toc-level-3\">5.2.3 \ube44\uc544-\ud37c\uc2a4\ud2b8 TSV<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \u2264200mm<\/li>\n<li class=\"toc-level-3\">5.3.2 300mm<\/li>\n<li class=\"toc-level-3\">5.3.3 450mm<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\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 \uc790\ub3d9\ucc28<\/li>\n<li class=\"toc-level-3\">5.4.3 IT \ubc0f \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.4.4 \ud5ec\uc2a4\ucf00\uc5b4<\/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 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \ub7ec\uc2dc\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.7 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9 \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 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.5.5.1.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/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 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.2.4 \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 \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 \ub300\ub9cc \ubc18\ub3c4\uccb4 \uc81c\uc870 \ud68c\uc0ac (Taiwan Semiconductor Manufacturing Company Limited)<\/li>\n<li class=\"toc-level-3\">6.4.2 \uc0bc\uc131\uc804\uc790 \uc8fc\uc2dd\ud68c\uc0ac (Samsung Electronics Co., Ltd.)<\/li>\n<li class=\"toc-level-3\">6.4.3 \uc778\ud154 \ucf54\ud37c\ub808\uc774\uc158 (Intel Corporation)<\/li>\n<li class=\"toc-level-3\">6.4.4 \ub9c8\uc774\ud06c\ub860 \ud14c\ud06c\ub180\ub85c\uc9c0 (Micron Technology, Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.5 SK\ud558\uc774\ub2c9\uc2a4 (SK hynix Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.6 \ub3c4\uc2dc\ubc14 \uc804\uc790 \uae30\uae30 \ubc0f \uc2a4\ud1a0\ub9ac\uc9c0 \ucf54\ud37c\ub808\uc774\uc158 (Toshiba Electronic Devices and Storage Corporation)<\/li>\n<li class=\"toc-level-3\">6.4.7 ASE \ud14c\ud06c\ub180\ub85c\uc9c0 \ud640\ub529\uc2a4 (ASE Technology Holding Co., Ltd.)<\/li>\n<li class=\"toc-level-3\">6.4.8 \uc570\ucf54 \ud14c\ud06c\ub180\ub85c\uc9c0 (Amkor Technology, Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.9 \uc720\ub098\uc774\ud2f0\ub4dc \ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 \ucf54\ud37c\ub808\uc774\uc158 (United Microelectronics Corporation)<\/li>\n<li class=\"toc-level-3\">6.4.10 ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 (STMicroelectronics N.V.)<\/li>\n<li class=\"toc-level-3\">6.4.11 \ube0c\ub85c\ub4dc\ucef4 (Broadcom Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.12 \ud14d\uc0ac\uc2a4 \uc778\uc2a4\ud2b8\ub8e8\uba3c\uce20 (Texas Instruments Incorporated)<\/li>\n<li class=\"toc-level-3\">6.4.13 \uae00\ub85c\ubc8c\ud30c\uc6b4\ub4dc\ub9ac (GlobalFoundries Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.14 \uc5b4\ub4dc\ubc34\uc2a4\ud2b8 \ub9c8\uc774\ud06c\ub85c \ub514\ubc14\uc774\uc2dc\uc2a4 (Advanced Micro Devices, Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.15 \ud004\ucef4 (Qualcomm Incorporated)<\/li>\n<li class=\"toc-level-3\">6.4.16 JCET \uadf8\ub8f9 (JCET Group Co., Ltd.)<\/li>\n<li class=\"toc-level-3\">6.4.17 \ud30c\uc6cc\ud14d \ud14c\ud06c\ub180\ub85c\uc9c0 (Powertech Technology Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.18 \uc2e4\ub9ac\ucf58\uc6e8\uc5b4 \ud504\ub9ac\uc2dc\uc804 \uc778\ub354\uc2a4\ud2b8\ub9ac\uc988 (Siliconware Precision Industries Co., Ltd.)<\/li>\n<li class=\"toc-level-3\">6.4.19 \uc790\uc77c\ub9c1\uc2a4 (Xilinx, Inc.) (AMD \uc801\uc751\ud615 \ubc0f \uc784\ubca0\ub514\ub4dc \ucef4\ud4e8\ud305 \uadf8\ub8f9)<\/li>\n<li class=\"toc-level-3\">6.4.20 \ud4e8\uc5b4 \uc2a4\ud1a0\ub9ac\uc9c0 (Pure Storage, 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>3D TSV \uc7a5\uce58 \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 3D TSV(Through-Silicon-Via) \uc7a5\uce58 \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728 \ubc0f \uc0b0\uc5c5 \ubd84\uc11d\uc744 \ub2e4\ub8e8\uba70, \uc81c\ud488 \uc720\ud615(\uc774\ubbf8\uc9d5 \ubc0f \uad11\uc804\uc790, \uba54\ubaa8\ub9ac \ub4f1), TSV \uae30\uc220(Via-Middle, Via-Last, Via-First), \uc6e8\uc774\ud37c \ud06c\uae30(\u2264200mm, 300mm, 450mm), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc18c\ube44\uc790 \uac00\uc804, \uc790\ub3d9\ucc28, IT \ubc0f \ud1b5\uc2e0 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd \ub4f1)\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \uc2dc\uc7a5 \uc608\uce21\uc740 \uac00\uce58(USD) \uae30\uc900\uc73c\ub85c \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \uc2a4\ub0c5\uc0f7<\/p>\n<p>*   \uc5f0\uad6c \uae30\uac04: 2020\ub144 \u2013 2031\ub144<br \/>\n*   2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 77.4\uc5b5 \ub2ec\ub7ec<br \/>\n*   2031\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 103.9\uc5b5 \ub2ec\ub7ec<br \/>\n*   \uc131\uc7a5\ub960 (2026-2031): \uc5f0\ud3c9\uade0 6.06% (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: (\uc21c\uc11c \ubb34\uad00) Taiwan Semiconductor Manufacturing Company Limited, Samsung Electronics Co., Ltd., Intel Corporation, Micron Technology, Inc., SK hynix Inc.<\/p>\n<p># \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \ub3d9\ud5a5<\/p>\n<p>2026\ub144 3D TSV \uc7a5\uce58 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 77.4\uc5b5 \ub2ec\ub7ec\ub85c \ucd94\uc815\ub418\uba70, 2025\ub144 73\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c \uc131\uc7a5\ud558\uc5ec 2031\ub144\uc5d0\ub294 103.9\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 6.06%\uc758 \uc131\uc7a5\ub960\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305, AI \uac00\uc18d\uae30, \ucca8\ub2e8 \uc6b4\uc804\uc790 \uc9c0\uc6d0 \uc2dc\uc2a4\ud15c(ADAS)\uc73c\ub85c\ubd80\ud130\uc758 \uc9c0\uc18d\uc801\uc778 \uc218\uc694\uac00 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ucd5c\ub300\ub85c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \ubbf8\uad6d, \uc720\ub7fd, \ud55c\uad6d \uc815\ubd80\uc758 \ubcf4\uc870\uae08\uc740 \ud339(fab) \ud655\uc7a5\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub85c\uc9c1-\uba54\ubaa8\ub9ac \uacf5\ub3d9 \ud328\ud0a4\uc9d5, \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529, \uce69\ub81b(chiplet) \uae30\ubc18 \uc778\ud130\ud3ec\uc800(interposer) \uc124\uacc4\ub294 \ub300\uc5ed\ud3ed \ubcd1\ubaa9 \ud604\uc0c1\uc744 \ud574\uc18c\ud558\uace0 TSV \ud53c\uce58(pitch)\ub97c 20\ub9c8\uc774\ud06c\ub860 \uc774\ud558\ub85c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubd88\uc18c\ud654 \ud654\ud559\ubb3c\uc9c8\uc5d0 \ub300\ud55c \ud658\uacbd \uaddc\uc81c\uac00 \uac15\ud654\ub418\uc5c8\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \ub525 \ubc18\uc751\uc131 \uc774\uc628 \uc2dd\uac01(deep reactive ion etch) \ubc0f \uad6c\ub9ac \ucda9\uc804(copper fill) \uc7a5\ube44 \uc8fc\ubb38\uc740 \uc5ec\uc804\ud788 \ub192\uc740 \uc218\uc900\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc678\uc8fc \ubc18\ub3c4\uccb4 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8(OSAT) \uae30\uc5c5\ub4e4\uc774 \ud1b5\ud569 \uc7a5\uce58 \uc81c\uc870\uc5c5\uccb4(IDM)\ub4e4\uacfc \uacbd\uc7c1\ud558\uba70 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec(hyperscaler) \ubc0f 1\ucc28 \uc790\ub3d9\ucc28 \uacf5\uae09\uc5c5\uccb4\uc640\uc758 \uc7a5\uae30 \uacc4\uc57d\uc744 \ud655\ubcf4\ud558\ub824 \ud568\uc5d0 \ub530\ub77c \uacbd\uc7c1 \uac15\ub3c4\ub294 \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uacf5\ub3d9 \ud328\ud0a4\uc9d5 \ubc0f \uc774\uc2dd\ud615 \uc758\ub8cc \uc13c\uc11c\uc640 \uac19\uc774 \uc791\uc9c0\ub9cc \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ud2c8\uc0c8 \uc2dc\uc7a5\uc740 \ucd94\uac00\uc801\uc778 \uac00\uce58 \ucc3d\ucd9c \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p># \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uc81c\ud488 \uc720\ud615\ubcc4: 2025\ub144 \uba54\ubaa8\ub9ac \ubd80\ubb38\uc774 3D TSV \uc7a5\uce58 \uc2dc\uc7a5\uc758 45.92%\ub97c \ucc28\uc9c0\ud558\uba70 \uc120\ub450\ub97c \ub2ec\ub838\uc2b5\ub2c8\ub2e4. MEMS \ubc0f \uc13c\uc11c \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 8.57% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   TSV \uae30\uc220\ubcc4: 2025\ub144 Via-Middle \uae30\uc220\uc774 3D TSV \uc7a5\uce58 \uc2dc\uc7a5 \ub9e4\ucd9c\uc758 54.15%\ub97c \uae30\uc5ec\ud588\uc73c\uba70, Via-First \uae30\uc220\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 7.69% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4: 2025\ub144 300mm \uae30\ud310\uc774 3D TSV \uc7a5\uce58 \uc2dc\uc7a5 \uaddc\ubaa8\uc758 58.25%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. 450mm \ubd80\ubb38\uc740 \uc5f0\ud3c9\uade0 7.88% \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2025\ub144 IT \ubc0f \ud1b5\uc2e0 \ubd80\ubb38\uc774 3D TSV \uc7a5\uce58 \uc2dc\uc7a5\uc758 37.54%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 \ubd80\ubb38\uc774 \uc5f0\ud3c9\uade0 9.08%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \uc804 \uc138\uacc4 \ub9e4\ucd9c\uc758 42.70%\ub97c \ucc28\uc9c0\ud558\uba70 3D TSV \uc7a5\uce58 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 8.56% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubd81\ubbf8 \uc9c0\uc5ed\uc774 \uadf8 \ub4a4\ub97c \uc774\uc5c8\uc73c\uba70, CHIPS Act \uc790\uae08 61.65\uc5b5 \ub2ec\ub7ec\uc758 \uc9c0\uc6d0\uc744 \ubc1b\uc544 TSV \ud328\ud0a4\uc9d5\uc758 \uad6d\ub0b4 \uc0dd\uc0b0\uc744 \ucd09\uc9c4\ud560 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825 (\uc131\uc7a5 \ub3d9\uc778)<\/p>\n<p>*   \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ubc0f AI \uc6cc\ud06c\ub85c\ub4dc \uc218\uc694 \uc99d\uac00: \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378 \ud6c8\ub828\uc774 1\uc870 \uac1c \uc774\uc0c1\uc758 \ub9e4\uac1c\ubcc0\uc218\ub97c \ucd08\uacfc\ud568\uc5d0 \ub530\ub77c \uba54\ubaa8\ub9ac \uacc4\uce35\uc740 GDDR6\ub97c \ub118\uc5b4\uc124 \uc218\ubc16\uc5d0 \uc5c6\uc2b5\ub2c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\uc758 12\ub2e8 HBM4 \uc0d8\ud50c\uc740 HBM3E \ub300\ube44 64% \uc99d\uac00\ud55c 2.1 Tbit\/s\uc758 \ub300\uc5ed\ud3ed\uc744 \uc81c\uacf5\ud558\uc5ec GPU \ud074\ub7ec\uc2a4\ud130\uc5d0 \ub9e4\ud2b8\ub9ad\uc2a4 \uacf1\uc148 \ud53c\ud06c\ub97c \uc704\ud55c \uc5ec\uc720 \uacf5\uac04\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. 2024\ub144 \ube44\uc900\ub41c JEDEC\uc758 HBM4 \ud45c\uc900\uc740 2048\ube44\ud2b8 \uc778\ud130\ud398\uc774\uc2a4\ub97c \uace0\uc815\ud558\uba70, \uc774\ub294 TSV \uc544\ud0a4\ud14d\ucc98\ub9cc\uc774 \uc9c0\uc6d0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub860\uc758 2024 \ud68c\uacc4\uc5f0\ub3c4 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 HBM \ub9e4\ucd9c\uc774 \ub450 \ubc30 \uc774\uc0c1 \uc99d\uac00\ud588\uc73c\uba70, 2026\ub144 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ub300\ub97c \uc704\ud574 15\uc5b5 \ub2ec\ub7ec\ub97c \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uc758 \uad6c\ub9ac-\uad6c\ub9ac \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uc804\ud658\uc740 \ube44\uc544 \uc800\ud56d\uc744 40% \uac10\uc18c\uc2dc\ucf1c \uba40\ud2f0-GHz \uc2e0\ud638 \ubb34\uacb0\uc131\uc744 \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uc778\ud154\uc758 Gaudi 3 \uac00\uc18d\uae30\ub294 \uc2e4\ub9ac\ucf58 \uc778\ud130\ud3ec\uc800\uc5d0 8\uac1c\uc758 HBM3E \uc2a4\ud0dd\uc744 \ud1b5\ud569\ud558\uba70, CHIPS Act \uacf5\ub3d9 \uc790\uae08 \uc9c0\uc6d0\uc744 \ubc1b\uc544 \uc560\ub9ac\uc870\ub098\uc640 \ub274\uba55\uc2dc\ucf54\uc5d0 35\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud328\ud0a4\uc9d5 \uc2dc\uc124\uc744 \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130 \uc13c\ud130 \ud655\uc7a5\uc774 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \ucc44\ud0dd \ucd09\uc9c4: \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 \uc5d4\ube44\ub514\uc544 H200 \ubc0f AMD MI300X \uc18c\ucf13\uc774 \uac01\uac01 80GB \uc774\uc0c1\uc758 HBM3\ub97c \uc18c\ube44\ud558\ub294 AI \uc11c\ubc84\ub97c \uae30\ub85d\uc801\uc778 \uc18d\ub3c4\ub85c \ubc30\ud3ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC\uc758 CoWoS \ub77c\uc778\uc740 2024\ub144 \ub0b4\ub0b4 100% \uc774\uc0c1\uc758 \uac00\ub3d9\ub960\uc744 \uae30\ub85d\ud588\uc73c\uba70, \ub300\ub9cc\uc5d0 28\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec \uc6d4 6\ub9cc \uc7a5\uc758 \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825\uc73c\ub85c \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub860\uc758 2024\ub144 5\uc6d4 \ud22c\uc790\uc790 \uc790\ub8cc\uc5d0 \ub530\ub974\uba74 HBM \uacf5\uae09\uc740 2025\ub144\uae4c\uc9c0 \uc644\uc804\ud788 \uc608\uc57d\ub418\uc5b4 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9\uc774 30% \uc0c1\uc2b9\ud560 \uac00\ub2a5\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ube0c\ub85c\ub4dc\ucef4\uc740 TSV \uae30\ubc18 HBM\uc744 \ud1b5\ud569\ud558\uace0 \ud328\ud0a4\uc9c0\ub2f9 3 Tbit\/s \uc774\uc0c1\uc758 \ub300\uc5ed\ud3ed\uc744 \uc81c\uacf5\ud558\ub294 \ub9de\ucda4\ud615 AI ASIC\uc744 \ucd9c\ud558\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc5ed\ud559\uc740 3D TSV \uc7a5\uce58 \uc2dc\uc7a5\uc758 \ub2e8\uae30\uc801\uc778 \uac00\uaca9 \uacb0\uc815\ub825\uc744 \uac15\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \uc18c\ube44\uc790 \uac00\uc804\uc758 \uae09\uc18d\ud55c \uc18c\ud615\ud654: \ud504\ub9ac\ubbf8\uc5c4 \uc2a4\ub9c8\ud2b8\ud3f0\uc740 \uc774\uc81c 8mm \ubbf8\ub9cc\uc758 \ub450\uaed8\ub97c \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. 2024\ub144 \ucd9c\ud558\ub41c \ud50c\ub798\uadf8\uc2ed \uce74\uba54\ub77c \ubaa8\ub4c8\uc758 50% \uc774\uc0c1\uc744 \ucc28\uc9c0\ud558\ub294 \uc18c\ub2c8\uc758 \uc2a4\ud0dd\ud615 CMOS \uc774\ubbf8\uc9c0 \uc13c\uc11c\ub294 Via-Last TSV\ub97c \uc0ac\uc6a9\ud558\uc5ec \ud53d\uc140 \uc601\uc5ed\uc744 \ud76c\uc0dd\ud558\uc9c0 \uc54a\uace0 \ub85c\uc9c1\uc744 \ubd80\ucc29\ud558\uc5ec \uc800\uc870\ub3c4 \uac10\ub3c4\ub97c 40% \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uc560\ud50c\uc758 A18 Pro\ub294 Via-First TSV\ub97c \uc0ac\uc6a9\ud558\ub294 InFO-PoP\ub97c \ud65c\uc6a9\ud558\uc5ec Z-\ub192\uc774\ub97c 0.4mm \uc904\uc5ec \ub354 \ud070 \ubc30\ud130\ub9ac \uacf5\uac04\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4. \ud004\ucef4\uc758 \uc2a4\ub0c5\ub4dc\ub798\uace4 8 Gen 4\ub294 3nm \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ud504\ub85c\uc138\uc11c\uc640 LPDDR5T\ub97c \ub9c8\uc774\ud06c\ub85c-TSV\ub97c \ud1b5\ud574 \uc5f0\uacb0\ud558\uc5ec \uc628\ub514\ubc14\uc774\uc2a4 \uc0dd\uc131\ud615 AI\ub97c \uc704\ud574 \ucd5c\ub300 9.6 GT\/s\uc758 \ub370\uc774\ud130 \uc804\uc1a1 \uc18d\ub3c4\ub97c \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\ub3c4 \uc774\ub7ec\ud55c \ucd94\uc138\ub97c \ubc18\uc601\ud558\uc5ec TDK InvenSense\uc758 IIM-20670 IMU\ub294 TSV\ub85c \ub450 \uac1c\uc758 \ub2e4\uc774\ub97c \uc2a4\ud0dd\ud558\uc5ec 5mm \uc774\uc5b4\ubc84\ub4dc \ub0b4\ubd80\uc5d0 \uc7a5\ucc29\ub429\ub2c8\ub2e4.<br \/>\n*   \uce69\ub81b \uae30\ubc18 \uc774\uc885 \ud1b5\ud569 \uc544\ud0a4\ud14d\ucc98: \ub85c\uc9c1 \ub178\ub4dc\uac00 \uc2a4\ucf00\uc77c\ub9c1 \ud55c\uacc4\uc5d0 \ub3c4\ub2ec\ud568\uc5d0 \ub530\ub77c, \ubd84\ub9ac(disaggregation)\ub97c \ud1b5\ud574 \uac01 \ud0c0\uc77c\uc774 \ucd5c\uc801\uc758 \ud504\ub85c\uc138\uc2a4\ub97c \ud65c\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. AMD\uc758 Zen 5 CPU\ub294 Via-Middle TSV\ub97c \ud1b5\ud574 \uc2a4\ud0dd\ub41c 3D V-Cache\ub97c \ud65c\uc6a9\ud558\uc5ec \uc9c0\uc5f0 \uc2dc\uac04\uc744 15ns \uc904\uc774\uace0 \uac8c\uc784 \ud504\ub808\uc784 \uc18d\ub3c4\ub97c 25% \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uc778\ud154\uc758 Meteor Lake\ub294 36\u00b5m TSV \ud53c\uce58\ub97c \uac00\uc9c4 Foveros \ubca0\uc774\uc2a4 \ub2e4\uc774\ub97c \ud65c\uc6a9\ud558\uc5ec \ucef4\ud4e8\ud305, \uadf8\ub798\ud53d \ubc0f I\/O \ud0c0\uc77c \uac04\uc5d0 2 Tbit\/s\uc758 \ub370\uc774\ud130 \uc804\uc1a1\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. 2024\ub144 \ubc1c\ud45c\ub41c UCIe 1.1 \uc0ac\uc591\uc740 100 pJ\/bit \ubbf8\ub9cc\uc758 TSV \uc0c1\ud638 \uc5f0\uacb0\uc5d0 \uc758\uc874\ud558\ub294 \ub2e4\uc774-\ud22c-\ub2e4\uc774 \ub9c1\ud06c\ub97c \ud45c\uc900\ud654\ud569\ub2c8\ub2e4. \ube0c\ub85c\ub4dc\ucef4\uc758 Tomahawk 5 \uc774\ub354\ub137 \uc2a4\uc704\uce58\ub294 TSV \uc9c0\uc6d0 \uc778\ud130\ud3ec\uc800\uc5d0 \ud328\ud0b7 \ud504\ub85c\uc138\uc11c\ub97c \ub458\ub7ec\uc2fc 51.2 Tbit\/s SerDes \ud0c0\uc77c\uc744 \ud2b9\uc9d5\uc73c\ub85c \ud558\uba70, 3D TSV \uc7a5\uce58 \uc2dc\uc7a5\uc774 \uce69\ub81b \uc2dc\ub300\uc640 \ubd88\uac00\ubd84\uc758 \uad00\uacc4\uc784\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uc758 3D \uc778\ud130\ud3ec\uc800 \uc2a4\ud0dc\ud0b9 \ud544\uc694\uc131: \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc220\uc740 3D \uc778\ud130\ud3ec\uc800 \uc2a4\ud0dc\ud0b9\uc744 \ud1b5\ud574 \uc131\ub2a5 \ud5a5\uc0c1\uc744 \ucd94\uad6c\ud569\ub2c8\ub2e4.<br \/>\n*   \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ud339\uc5d0 \ub300\ud55c \uc815\ubd80 \ubcf4\uc870\uae08: \ubd81\ubbf8, \uc720\ub7fd \ubc0f \uc77c\ubd80 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc2dc\uc7a5\uc5d0\uc11c \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ud339\uc5d0 \ub300\ud55c \uc815\ubd80 \ubcf4\uc870\uae08\uc740 \ub2e8\uae30\uc801\uc73c\ub85c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae0d\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n<p># \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825 (\uc81c\uc57d \uc694\uc778)<\/p>\n<p>*   3D TSV \ud328\ud0a4\uc9c0\uc758 \ub192\uc740 \ub2e8\uc704 \ube44\uc6a9: TSV \uc870\ub9bd\uc740 \uac01 \uc7a5\uce58\uc5d0 15~40\ub2ec\ub7ec\ub97c \ucd94\uac00\ud558\uc5ec \uc911\uae09 \ud734\ub300\ud3f0 \ubc0f IoT \uc7a5\uce58\uc758 \ub9c8\uc9c4\uc744 \uc555\ubc15\ud569\ub2c8\ub2e4. \uc2dd\uac01 \uc7a5\ube44\ub294 \ucc54\ubc84\ub2f9 1,500\ub9cc \ub2ec\ub7ec\ub97c \ucd08\uacfc\ud558\uba70, \uc804\uae30\ub3c4\uae08 \uc2dc\uc2a4\ud15c\uc740 800\ub9cc \ub2ec\ub7ec\uac00 \ub354 \ub4ed\ub2c8\ub2e4. \uc570\ucf54(Amkor)\uc758 2024 \ud68c\uacc4\uc5f0\ub3c4 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc758 \ucd1d \ub9c8\uc9c4\uc740 28%\ub85c, \uc640\uc774\uc5b4 \ubcf8\ub529 \uc218\uc900\ubcf4\ub2e4 500bps \ub0ae\uc2b5\ub2c8\ub2e4. \uc778\uc99d \uc8fc\uae30\uac00 \uae38\uc5b4 ASE\uc758 \uac00\uc624\uc29d \ud655\uc7a5 \uc0ac\ub840\uc5d0\uc11c \uc790\ub3d9\ucc28 \ub4f1\uae09 TSV \ud328\ud0a4\uc9c0\ub294 1,000\uc2dc\uac04 HTOL \ud14c\uc2a4\ud2b8\uac00 \ud544\uc694\ud558\uba70, \uc774\ub294 \uc2dc\uc7a5 \ucd9c\uc2dc \uc2dc\uac04\uc744 \ucd5c\ub300 16\uc8fc\uae4c\uc9c0 \ub298\ub9b4 \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc5f4 \uc720\ub3c4 \uc2e0\ub8b0\uc131 \ubc0f \uc218\uc728 \ubb38\uc81c: SK\ud558\uc774\ub2c9\uc2a4\uac00 IEEE ECTC\uc5d0\uc11c \ubc1c\ud45c\ud55c \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 HBM4 \uc2a4\ud0dd\uc740 5x7mm \uba74\uc801\uc5d0\uc11c 15W \uc774\uc0c1\uc744 \uc18c\uc0b0\ud558\uc5ec 85\u00b0C\uc5d0\uc11c 80\u00b5m\uc758 \ub4a4\ud2c0\ub9bc\uc744 \uc720\ubc1c\ud569\ub2c8\ub2e4. \uc0bc\uc131\uc758 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \ud30c\uc77c\ub7ff\uc740 2nm RMS \ubbf8\ub9cc\uc758 \uad6c\ub9ac \ud3c9\ud0c4\ub3c4 \uc0ac\uc591\uc73c\ub85c \uc778\ud574 75%\uc758 \uc218\uc728\uc744 \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc758 Foveros Direct\ub294 \ubcf4\uc774\ub4dc(void) \ud615\uc131\uc774 \uc8fc\uc694 \uacb0\ud568\uc73c\ub85c 82%\uc758 \uc591\ud488 \ub2e4\uc774(known-good-die) \uc218\uc728\uc744 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub860\uc758 \uc9c0\uc18d\uac00\ub2a5\uc131 \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 TSV \uae30\ubc18 DRAM\uc740 60% \ub354 \uae34 \ud14c\uc2a4\ud2b8 \uc2dc\uac04\uc774 \ud544\uc694\ud558\uc5ec \ub2e8\uc704\ub2f9 3\ub2ec\ub7ec\uc758 \ucd94\uac00 \ube44\uc6a9\uc774 \ubc1c\uc0dd\ud569\ub2c8\ub2e4. TSMC\uc758 \ub2e4\uc774\uc544\ubaac\ub4dc \uc720\uc0ac \ud0c4\uc18c(diamond-like carbon) \ubc29\uc5f4\ud310 \uc778\uc99d\uc740 \ud56b\uc2a4\ud31f \uc644\ud654\ub97c 30% \uac1c\uc120\ud588\uc9c0\ub9cc, \uc7ac\ub8cc \ud750\ub984\uc744 \ubcf5\uc7a1\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<br \/>\n*   TSV \uc2dd\uac01 \ubc0f \ucda9\uc804 \uc7a5\ube44\uc758 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ubc0f \ubd81\ubbf8 \uc9c0\uc5ed\uc5d0\uc11c TSV \uc2dd\uac01 \ubc0f \ucda9\uc804 \uc7a5\ube44\uc758 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1\uc774 \ubc1c\uc0dd\ud558\uba70, \uc774\ub294 \uc720\ub7fd\uc5d0\ub3c4 \uac04\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   TSV \ud654\ud559\ubb3c\uc9c8\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c: \uc720\ub7fd\uacfc \ubd81\ubbf8\uc5d0\uc11c TSV \ud654\ud559\ubb3c\uc9c8\uc5d0 \ub300\ud55c \ud658\uacbd \uaddc\uc81c\uac00 \uac15\ud654\ub418\uace0 \uc788\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0\uc11c\ub3c4 \uc810\uc9c4\uc801\uc73c\ub85c \ucc44\ud0dd\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uc81c\ud488 \uc720\ud615\ubcc4: \uba54\ubaa8\ub9ac \uc9c0\ubc30\ub825\uc73c\ub85c \ub9e4\ucd9c \uae30\ubc18 \ud655\ubcf4<br \/>\n    *   \uba54\ubaa8\ub9ac \uc7a5\uce58\ub294 2025\ub144 3D TSV \uc7a5\uce58 \uc2dc\uc7a5\uc758 45.92%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, HBM\uc774 AI \uac00\uc18d\uae30\uc758 \uc0ac\uc2e4\uc0c1 \uace0\ub300\uc5ed\ud3ed \uc194\ub8e8\uc158\uc774 \ub418\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n    *   MEMS \ubc0f \uc13c\uc11c \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc790\ub3d9\ucc28 \ub808\uc774\ub354 \ubc0f \uad00\uc131 \uc7a5\uce58 \ucc44\ud0dd\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 8.57% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n    *   \uc774\ubbf8\uc9d5 \ubc0f \uad11\uc804\uc790 \ubd80\ubb38\uc740 Via-Last TSV\uc758 \uc774\uc810\uc744 \ud65c\uc6a9\ud558\uc5ec \uc18c\ub2c8\uc758 \ud6c4\uba74 \uc870\uba85 \uc13c\uc11c\uac00 \uadfc\uc801\uc678\uc120\uc5d0\uc11c 90%\uc758 \uc591\uc790 \ud6a8\uc728\uc744 \ub2ec\uc131\ud558\ub3c4\ub85d \ud569\ub2c8\ub2e4.<br \/>\n    *   LED \uacf5\uae09\uc5c5\uccb4\ub294 Via-First TSV\ub97c \uc0ac\uc6a9\ud558\uc5ec \ub9c8\uc774\ud06c\ub85c-LED \ub514\uc2a4\ud50c\ub808\uc774\uc5d0 \uc804\ub825\uc744 \uacf5\uae09\ud558\uace0 \uc788\uc9c0\ub9cc, 60% \ubbf8\ub9cc\uc758 \uc218\uc728\ub85c \uc778\ud574 \ub300\ub7c9 \ubc30\ud3ec\uac00 \uc9c0\uc5f0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc804\ub825 \uad00\ub9ac IC \ubc0f RF \ud504\ub7f0\ud2b8 \uc5d4\ub4dc\uc640 \uac19\uc740 \uae30\ud0c0 \uc81c\ud488\uc740 TSV\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc778\ub355\ud134\uc2a4\ub97c \ucd5c\uc18c\ud654\ud569\ub2c8\ub2e4. \ud004\ucef4\uc758 QTM565 mmWave \ubaa8\ub4c8\uc740 1cm\u00b3 \ud328\ud0a4\uc9c0\uc5d0\uc11c 10Gb\/s\ub97c \ub2ec\uc131\ud558\uba70, \ubcf4\uc26c\uc758 BMA580 \uac00\uc18d\ub3c4\uacc4\ub294 MEMS \ubc0f ASIC \ub2e4\uc774\ub97c \uc2a4\ud0dd\ud558\uc5ec 1\u00b5A\uc758 \ub300\uae30 \uc804\ub958\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc0ac\ub840\ub294 HBM\uc774 \ub9e4\ucd9c \uae30\ubc18\uc744 \ud655\uace0\ud788 \ud558\ub294 \ub3d9\uc548\uc5d0\ub3c4 3D TSV \uc7a5\uce58 \uc0b0\uc5c5\uc774 \uba54\ubaa8\ub9ac \uc678 \ubd84\uc57c\ub85c \ud655\uc7a5\ub418\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   TSV \uae30\uc220\ubcc4: \uce69\ub81b \uc124\uacc4\uc5d0\uc11c Via-First \uae30\uc220\uc758 \ubd80\uc0c1<br \/>\n    *   Via-Middle \uae30\uc220\uc740 DRAM \ubc0f CIS\uc758 \uc131\uc219\ub3c4\ub85c \uc778\ud574 2025\ub144 \ub9e4\ucd9c\uc758 54.15%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uce69\ub81b \uae30\ubc18 \ub2e4\uc774\uac00 1\u00b5m \ubbf8\ub9cc\uc758 \uc624\ubc84\ub808\uc774 \uc815\ud655\ub3c4\ub97c \uc694\uad6c\ud568\uc5d0 \ub530\ub77c Via-First \uae30\uc220\uc740 \uc5f0\ud3c9\uade0 7.69% \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc758 Foveros \ub77c\uc778\uc740 \ud604\uc7ac 36\u00b5m \ud53c\uce58\ub97c \ub2ec\uc131\ud558\uace0 \uc788\uc73c\uba70 2026\ub144\uae4c\uc9c0 10\u00b5m\ub97c \ubaa9\ud45c\ub85c \ud558\uc5ec 1 Tbit\/s\/mm\u00b2 \uc774\uc0c1\uc758 \uc218\uc9c1 \ub300\uc5ed\ud3ed\uc744 \ud655\ubcf4\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n    *   Via-Last \uae30\uc220\uc740 \uc13c\uc11c\uc5d0 \uc5ec\uc804\ud788 \uc911\uc694\ud558\uba70, \ud53d\uc140 \ucc44\uc6b0\uae30\uc728\uc744 95% \uc774\uc0c1\uc73c\ub85c \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc138 \uac00\uc9c0 \uc811\uadfc \ubc29\uc2dd \ubaa8\ub450\uc5d0\uc11c \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uc740 \uc0c1\ud638 \uc5f0\uacb0 \ubc00\ub3c4\ub97c \ub450 \ubc30\ub85c \ub298\ub9ac\uba70 2026\ub144 \uc774\ud6c4 \uc9c0\ubc30\uc801\uc778 \uae30\uc220\uc774 \ub418\uc5b4 3D TSV \uc7a5\uce58 \uc2dc\uc7a5\uc758 \uc911\ucd94\ub85c\uc11c TSV\uc758 \uc5ed\ud560\uc744 \ud655\uace0\ud788 \ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4: 300mm \uae30\ud310\uc774 \ub300\ub7c9 \uc0dd\uc0b0\uc758 \uae30\ubc18<br \/>\n    *   300mm \uc6e8\uc774\ud37c\ub294 \uc804 \uc138\uacc4\uc801\uc73c\ub85c 120\uac1c \uc774\uc0c1\uc758 \uc778\uc99d\ub41c \ud339\uc5d0 \uc758\ud574 \uc9c0\uc6d0\ub418\uc5b4 2025\ub144 \uc0dd\uc0b0\ub7c9\uc758 58.25%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   450mm 3D TSV \uc7a5\uce58 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc5ec\uc804\ud788 \uc791\uc9c0\ub9cc, TSMC\uc640 \uc0bc\uc131\uc774 \ud30c\uc77c\ub7ff \ub77c\uc778\uc744 \uac80\uc99d\ud568\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 7.88% \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc778\ud154\uc740 450mm \uc608\uc0b0\uc744 \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc73c\ub85c \uc804\ud658\ud558\uc5ec TSV\uc640 \uce69\ub81b\uc774 \ub354 \ub098\uc740 \ud22c\uc790 \uc218\uc775\ub960(ROIC)\uc744 \uc81c\uacf5\ud55c\ub2e4\ub294 \uc5c5\uacc4\uc758 \ud569\uc758\ub97c \ud655\uc778\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   200mm \ubbf8\ub9cc \ub77c\uc778\uc740 GaN \ubc0f SiC \uc804\ub825 \uc7a5\uce58\uc5d0 \ub0a8\uc544 \uc788\uc73c\uba70, \uc5ec\uae30\uc11c TSV\ub294 \uc218\uc9c1 \uc804\ub3c4\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \uc790\ub3d9\ucc28 \ubd80\ubb38\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5<br \/>\n    *   IT \ubc0f \ud1b5\uc2e0 \ubd80\ubb38\uc740 2025\ub144 37.54%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 \ubd80\ubb38\uc740 ADAS, \uc778\ud3ec\ud14c\uc778\uba3c\ud2b8 \ubc0f \ubc30\ud130\ub9ac \uad00\ub9ac\ub97c \ud1b5\ud569\ud558\ub294 EV \ub3c4\uba54\uc778 \ucee8\ud2b8\ub864\ub7ec\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 9.08%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc18c\ube44\uc790 \uac00\uc804\uc740 \uc2a4\ud0dd\ud615 CIS \ubc0f LPDDR\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \ud5ec\uc2a4\ucf00\uc5b4 \ubd80\ubb38\uc740 FDA \uc2b9\uc778 \uacbd\ub85c\uc5d0 \ub530\ub77c TSV \uc9c0\uc6d0 \uc784\ud50c\ub780\ud2b8\ub97c \ucd94\uad6c\ud569\ub2c8\ub2e4.<br \/>\n    *   \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \uc0b0\uc5c5\uc740 100krad \uc774\uc0c1\uc758 \ucd1d \uc120\ub7c9 \ub0b4\uc131\uc744 \uc704\ud55c \ubc29\uc0ac\uc120 \uacbd\ud654 TSV \uba54\ubaa8\ub9ac\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc218\uc9c1 \uc2dc\uc7a5\ub4e4\uc740 3D TSV \uc7a5\uce58 \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc218\uc775 \ud750\ub984\uc744 \ub2e4\uac01\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p># \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c\uc758 42.70%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, TSMC\uc758 CoWoS \uc0dd\uc0b0 \ub2a5\ub825 70% \uc774\uc0c1 \uc810\uc720, \uc0bc\uc131\uc758 HBM 45% \uc810\uc720, SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc774\ucc9c\uc5d0\uc11c\uc758 \uc5d4\ub4dc-\ud22c-\uc5d4\ub4dc \ud1b5\ud569\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 8.56% \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8\uc758 9,200\uc5b5 \uc5d4 \ubcf4\uc870\uae08\uc740 2026\ub144\uae4c\uc9c0 \uad6c\ub9c8\ubaa8\ud1a0\uc5d0 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc2dc\uc124\uc744 \uc720\uce58\ud558\uc5ec \uc18c\ub2c8\uc640 \ub374\uc18c\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc911\uad6d\uc758 YMTC\ub294 3D NAND \ucee8\ud2b8\ub864\ub7ec \uc2a4\ud0dc\ud0b9\uc744 \uc704\ud574 TSV\ub97c \uc8fc\uc2dc\ud558\uace0 \uc788\uc9c0\ub9cc, \uc218\ucd9c \uaddc\uc81c\ub85c \uc778\ud574 \ud655\uc7a5\uc774 \ub454\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud55c\uad6d\uc758 26\uc870 \uc6d0 \uc138\uae08 \uc778\uc13c\ud2f0\ube0c\ub294 SK\ud558\uc774\ub2c9\uc2a4\uc758 50\uac1c \uc2e0\uaddc TSV \uc2dd\uac01 \ucc54\ubc84\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc778\ub3c4\ub294 \ub9c8\uc774\ud06c\ub860\uc73c\ub85c\ubd80\ud130 27.5\uc5b5 \ub2ec\ub7ec\ub97c \uc720\uce58\ud558\uc5ec 2026\ub144\ubd80\ud130 \uad6c\uc790\ub77c\ud2b8\uc5d0 OSAT \uc2dc\uc124\uc744 \uac74\uc124\ud560 \uc608\uc815\uc774\uba70, \uc774\ub294 \uc544\uc2dc\uc544\ub97c 3D TSV \uc7a5\uce58 \uc2dc\uc7a5\uc758 \uc911\uc2ec\uc9c0\ub85c \ud655\uace0\ud788 \ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: 2025\ub144 \uc57d 34.40%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub860\uc740 CHIPS Act\uc5d0 \ub530\ub77c \ub274\uc695\uacfc \uc544\uc774\ub2e4\ud638\uc5d0 HBM \ud339\uc744 \uac74\uc124\ud558\uae30 \uc704\ud574 61.65\uc5b5 \ub2ec\ub7ec\ub97c \uc9c0\uc6d0\ubc1b\uc558\uc2b5\ub2c8\ub2e4. \uc570\ucf54\uc758 20\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc560\ub9ac\uc870\ub098 \uacf5\uc7a5\uc740 2027\ub144 \uac1c\uc7a5 \uc608\uc815\uc73c\ub85c, \uc790\ub3d9\ucc28 \ubc0f \ubc29\uc704 \uc0b0\uc5c5\uc744 \uc704\ud55c 300mm TSV \ud328\ud0a4\uc9c0\ub97c \ucc98\ub9ac\ud560 \uac83\uc785\ub2c8\ub2e4. \uc778\ud154\uc758 \ub274\uba55\uc2dc\ucf54 \ubc0f \uc560\ub9ac\uc870\ub098 \ud655\uc7a5\uc740 2026\ub144\uae4c\uc9c0 Foveros \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uc138 \ubc30\ub85c \ub298\ub9b4 \uac83\uc774\uba70, \uce90\ub098\ub2e4\ub294 \uc624\ud0c0\uc640\uc758 \uacf5\ub3d9 \ud328\ud0a4\uc9d5 \uad11\ud559 \ud30c\uc77c\ub7ff \ub77c\uc778\uc5d0 2.4\uc5b5 \uce90\ub098\ub2e4 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud569\ub2c8\ub2e4. \ub2c8\uc5b4\uc1fc\uc5b4\ub9c1(near-shoring)\uc73c\ub85c \uc778\ud574 \ud14d\uc0ac\uc2a4 \uc778\uc2a4\ud2b8\ub8e8\uba3c\ud2b8(Texas Instruments)\uc640 NXP\ub294 \ud32c\uc544\uc6c3(fan-out) \uc870\ub9bd\uc744 \uba55\uc2dc\ucf54\ub85c \uc774\uc804\ud558\uace0 \uc788\uc9c0\ub9cc, \uc774 \uc9c0\uc5ed\uc5d0\uc11c\ub294 TSV \uc7a5\ube44\uac00 \uc5ec\uc804\ud788 \ubd80\uc871\ud569\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: 2025\ub144 \uc57d 18.55%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. ST\ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4(STMicroelectronics)\ub294 \ud504\ub791\uc2a4\uc5d0 300mm TSV \ub77c\uc778\uc744 \ud655\uc7a5\ud558\uae30 \uc704\ud574 29\uc5b5 \uc720\ub85c\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uc778\ud53c\ub2c8\uc5b8(Infineon)\uc740 \ub4dc\ub808\uc2a4\ub374\uc5d0\uc11c GaN \uc804\ub825 \uc7a5\uce58\uc6a9 Via-Middle TSV\ub97c \uc778\uc99d\ud558\uc5ec \uc628-\uc800\ud56d\uc744 35% \uac10\uc18c\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ud504\ub77c\uc6b4\ud638\ud37c IZM(Fraunhofer IZM)\uc740 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \ud30c\uc77c\ub7ff\uc744 \ud1b5\ud574 0\u00b5m \ud53c\uce58\ub97c \ub2ec\uc131\ud588\uc73c\uba70, \uc601\uad6d\uc740 \uace0\uc628 EV \uc778\ubc84\ud130\uc6a9 GaN TSV \ub77c\uc778\uc5d0 5\ucc9c\ub9cc \ud30c\uc6b4\ub4dc\ub97c \ud22c\uc790\ud588\uc2b5\ub2c8\ub2e4. \ub0a8\ubbf8\uc640 MEA\ub294 \ud569\uccd0\uc11c 4.35%\ub97c \ucc28\uc9c0\ud558\uc9c0\ub9cc, \ube0c\ub77c\uc9c8\uacfc UAE\ub294 2027\ub144 \uc774\ud6c4 \uc0dd\uc0b0 \ub2a5\ub825 \ucd94\uac00\ub97c \uc608\uace0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04\uc5d0\uc11c \ub192\uc740 \uc218\uc900\uc774\uba70, \uc0c1\uc704 5\uac1c \uae30\uc5c5\uc774 \uac00\uce58\uc758 \uc57d 75%\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. TSMC\ub294 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305\uc744 \uc704\ud55c \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc758 70% \uc774\uc0c1\uc744 \uc810\uc720\ud558\uba70 \uc5d4\ube44\ub514\uc544, AMD, \ube0c\ub85c\ub4dc\ucef4\uc73c\ub85c\ubd80\ud130 \uc218\uc8fc\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0bc\uc131\uacfc SK\ud558\uc774\ub2c9\uc2a4\ub294 HBM\uc758 85%\ub97c \uacf5\ub3d9\uc73c\ub85c \uacf5\uae09\ud558\uba70, \uc218\uc9c1 \uc2a4\ud0dd\uc744 \ud65c\uc6a9\ud558\uc5ec \uace0\uac1d\uc744 \ub2e4\ub144 \uacc4\uc57d\uc73c\ub85c \ubb36\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub9c8\uc774\ud06c\ub860\uc740 CHIPS Act \uc790\uae08 \uc9c0\uc6d0\uc744 \ubc1b\uc740 2027\ub144 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud1b5\ud574 \uaca9\ucc28\ub97c \uc881\ud788\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>OSAT \uc8fc\uc694 \uae30\uc5c5\uc778 ASE, \uc570\ucf54, JCET\ub294 \ud339\ub9ac\uc2a4 \uce69\ub81b \uc124\uacc4\uc790\ub97c \uc720\uce58\ud558\uae30 \uc704\ud574 300mm \ud32c\uc544\uc6c3 \ubc0f TSV \ub77c\uc778\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. ASE\uc758 ISO 26262 \uc778\uc99d \uac00\uc624\uc29d \ucea0\ud37c\uc2a4\ub294 \uc774\uc81c \uc790\ub3d9\ucc28 AI SoC\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc570\ucf54\ub294 \uad6d\ubc29 \uacc4\uc57d\uc744 \uc704\ud55c \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uacf5\uae09 \uc2dc\uc124\uc744 \uc560\ub9ac\uc870\ub098\uc5d0 \ucc29\uacf5\ud588\uc2b5\ub2c8\ub2e4. JCET\uc640 \uc2e4\ub9ac\ucf58\uc6e8\uc5b4 \ud504\ub9ac\uc2dc\uc804 \uc778\ub354\uc2a4\ud2b8\ub9ac(Siliconware Precision Industries)\ub294 \ub9c8\uc774\ud06c\ub85c \ubc94\ud504 \ube44\uc6a9\uc744 \uc808\uac10\ud558\uae30 \uc704\ud574 \uc801\uc751\ud615 \ud328\ud130\ub2dd(adaptive patterning)\uc744 \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uacf5\ub3d9 \ud328\ud0a4\uc9d5\uc5d0\uc11c \ud2c8\uc0c8 \uc2dc\uc7a5 \uae30\ud68c\uac00 \ub098\ud0c0\ub098\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2dc\uc2a4\ucf54\uc640 \uc778\ud154\uc740 1.6 Tb\/s \uc774\ub354\ub137\uc744 \uc704\ud55c TSV \uc778\ud130\ud3ec\uc800\uac00 \ud544\uc694\ud558\uba70, \uc774\ub294 \ube0c\ub85c\ub4dc\ucef4\uc758 Tomahawk 5\uac00 \uc774\ubbf8 \ud65c\uc6a9\ud558\uace0 \uc788\ub294 \uaca9\ucc28\uc785\ub2c8\ub2e4. Adeia\uc640 \uac19\uc740 \uc2a4\ud0c0\ud2b8\uc5c5\uc740 \uc9c1\uc811 \ubcf8\ub4dc \uc778\ud130\ucee4\ub125\ud2b8(direct bond interconnect) IP\ub97c \uc0bc\uc131\uacfc TSMC\uc5d0 \ub77c\uc774\uc120\uc2a4\ud558\uc5ec \ube44\uc544 \ud53c\uce58\ub97c 10\u00b5m\ub85c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ubcf8 \uc9d1\uc57d\ub3c4\uc640 TSV \ud654\ud559\ubb3c\uc9c8 \ud2b9\ud5c8\ub294 \uc5ec\uc804\ud788 \uc9c4\uc785 \uc7a5\ubcbd\uc73c\ub85c \uc791\uc6a9\ud558\uc5ec 3D TSV \uc7a5\uce58 \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \uac78\uccd0 \uae30\uc874 \uae30\uc5c5\uc758 \uac00\uaca9 \uacb0\uc815\ub825\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4.<\/p>\n<p># \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 4\uc6d4: SK\ud558\uc774\ub2c9\uc2a4\ub294 2 Tbit\/s \uc774\uc0c1\uc758 \ub300\uc5ed\ud3ed\uc744 \uc81c\uacf5\ud558\ub294 12\ub2e8 HBM4 \uc0d8\ud50c\uc744 \uacf5\uac1c\ud588\uc73c\uba70, 2026\ub144 \ub9d0 \uc591\uc0b0\uc5d0 \ub4e4\uc5b4\uac08 \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: \uc570\ucf54\ub294 4.07\uc5b5 \ub2ec\ub7ec\uc758 CHIPS Act \uc790\uae08\uc744 \uc9c0\uc6d0\ubc1b\uc544 20\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc560\ub9ac\uc870\ub098 TSV \uacf5\uc7a5 \uac74\uc124\uc744 \uc2dc\uc791\ud588\uc73c\uba70, 2027\ub144 \uac1c\uc7a5 \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: \uc0bc\uc131\uc740 \ud3c9\ud0dd\uc5d0 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 HBM4 \ub77c\uc778\uc744 \uc704\ud574 3\uc870 \uc6d0\uc744 \ud560\ub2f9\ud588\uc73c\uba70, 2025\ub144 \ub9d0 \ud30c\uc77c\ub7ff \uac00\ub3d9\uc744 \uc2dc\uc791\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: \uc778\ud154\uc740 \ub274\uba55\uc2dc\ucf54\uc640 \uc560\ub9ac\uc870\ub098\uc5d0 35\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec 2026\ub144\uae4c\uc9c0 Foveros Direct \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uc138 \ubc30\ub85c \ub298\ub9b4 \uac83\uc774\ub77c\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 12\uc6d4: TSMC\ub294 28\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec 2025\ub144 \ub9d0\uae4c\uc9c0 CoWoS \uc0dd\uc0b0 \ub2a5\ub825\uc744 \uc6d4 6\ub9cc \uc7a5\uc758 \uc6e8\uc774\ud37c\ub85c \ud655\uc7a5\ud560 \uac83\uc774\ub77c\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 3D TSV(Through-Silicon Via) \uc7a5\uce58 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5\uc758 \uc815\uc758, \ubc94\uc704 \ubc0f \ubc29\ubc95\ub860\uc744 \ub2e4\ub8e8\uba70, \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778, \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd \ubc0f \uac70\uc2dc \uacbd\uc81c\uc801 \uc694\uc778\uc758 \uc601\ud5a5\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ubd84\uc11d\ud569\ub2c8\ub2e4. \ub610\ud55c \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \ud3c9\uac00\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ubc0f AI \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00, \ub370\uc774\ud130 \uc13c\ud130 \ud655\uc7a5\uc5d0 \ub530\ub978 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \ucc44\ud0dd \uc99d\ub300, \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \uac00\uc804\uc81c\ud488\uc758 \uae09\uaca9\ud55c \uc18c\ud615\ud654, \uce69\ub81b \uae30\ubc18 \uc774\uc885 \ud1b5\ud569 \uc544\ud0a4\ud14d\ucc98\uc758 \ubc1c\uc804, \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uc758 3D \uc778\ud130\ud3ec\uc800 \uc2a4\ud0dc\ud0b9 \ud544\uc694\uc131, \uadf8\ub9ac\uace0 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ud339\uc5d0 \ub300\ud55c \uc815\ubd80 \ubcf4\uc870\uae08 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, 3D TSV \ud328\ud0a4\uc9c0\uc758 \ub192\uc740 \ub2e8\uc704 \ube44\uc6a9, \uc5f4\ub85c \uc778\ud55c \uc2e0\ub8b0\uc131 \ubc0f \uc218\uc728 \ubb38\uc81c, TSV \uc2dd\uac01 \ubc0f \ucda9\uc804 \ub3c4\uad6c\uc758 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1, TSV \ud654\ud559 \ubb3c\uc9c8\uc5d0 \ub300\ud55c \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc81c \ub4f1\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc81c\ud488 \uc720\ud615(\uc774\ubbf8\uc9d5 \ubc0f \uad11\uc804\uc790\uacf5\ud559, \uba54\ubaa8\ub9ac, MEMS\/\uc13c\uc11c, LED \ub4f1), TSV \uae30\uc220(Via-Middle, Via-Last, Via-First), \uc6e8\uc774\ud37c \ud06c\uae30(200mm \uc774\ud558, 300mm, 450mm), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(\uc18c\ube44\uc790 \uac00\uc804, \uc790\ub3d9\ucc28, IT \ubc0f \ud1b5\uc2e0, \ud5ec\uc2a4\ucf00\uc5b4, \ud56d\uacf5\uc6b0\uc8fc \ubc0f \ubc29\uc704 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc2dc\uc7a5 \uaddc\ubaa8\uc640 \uc131\uc7a5 \uc608\uce21(\uac00\uce58 \uae30\uc900)\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud2b9\ud788, \ubcf4\uace0\uc11c\uc5d0 \ub530\ub974\uba74 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \ub9e4\ucd9c\uc740 2024\ub144\uc5d0 \ub450 \ubc30\ub85c \uc99d\uac00\ud588\uc73c\uba70, \uc774\ub294 2031\ub144\uae4c\uc9c0 \uc804\uccb4 3D TSV \uc2dc\uc7a5\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 6.06%\ub97c \uacac\uc778\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uce69\ub81b \uc124\uacc4\uc5d0\uc11c Via-First TSV \uae30\uc220\uc740 \ubca0\uc774\uc2a4 \ub2e4\uc774\uc758 1\u00b5m \ubbf8\ub9cc \uc624\ubc84\ub808\uc774 \uc815\ud655\ub3c4 \uc694\uad6c\uc0ac\ud56d\uc73c\ub85c \uc778\ud574 7.69%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70 \uac00\uc7a5 \ud070 \uc8fc\ubaa9\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc0b0\uc5c5\uc740 \uc804\uae30\ucc28 \ub3c4\uba54\uc778 \ucee8\ud2b8\ub864\ub7ec\uac00 \uc2a4\ud0dd\ud615 \uc13c\uc11c \uc735\ud569 \ud504\ub85c\uc138\uc11c\ub97c \ud544\uc694\ub85c \ud568\uc5d0 \ub530\ub77c 9.08%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\uc73c\ub85c \ud3c9\uac00\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc815\ubd80 \uc778\uc13c\ud2f0\ube0c\ub294 \uc0dd\uc0b0 \ub2a5\ub825 \ud655\uc7a5\uc5d0 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \ubbf8\uad6d\uc758 CHIPS Act\uc640 \uc720\ub7fd \ubc0f \uc544\uc2dc\uc544\uc758 \uc720\uc0ac \ud504\ub85c\uadf8\ub7a8\ub4e4\uc740 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 TSV \ud339 \uac74\uc124\uc744 \uc9c0\uc6d0\ud558\uc5ec \uad6d\ub0b4 \uacf5\uae09\ub9dd\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacf5\uae09\uc5c5\uccb4 \uc9d1\uc911\ub3c4\ub294 \ub192\uc740 \ud3b8\uc73c\ub85c, \uc0c1\uc704 5\uac1c \uc5c5\uccb4\uac00 \uc804\uccb4 \ub9e4\ucd9c\uc758 \uc57d 75%\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 450mm TSV \uc0dd\uc0b0\uc740 \ud604\uc7ac \ud30c\uc77c\ub7ff \ub77c\uc778\uc774 \uc874\uc7ac\ud558\uc9c0\ub9cc, \ud234\ub9c1 \uc0dd\ud0dc\uacc4\uac00 \uc131\uc219\ud574\uc9c0\ub294 2028\ub144 \uc774\uc804\uc5d0\ub294 \uc8fc\ub958 \ucc44\ud0dd\uc774 \uc5b4\ub824\uc6b8 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. Taiwan Semiconductor Manufacturing Company Limited(TSMC), Samsung Electronics Co., Ltd., Intel Corporation, Micron Technology, Inc., SK hynix Inc. \ub4f1 20\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \ud504\ub85c\ud544\uc774 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c, \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ud2b9\ud788 \ubbf8\uac1c\ucc99 \uc601\uc5ed \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\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-53190","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\/53190"}],"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=53190"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/53190\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=53190"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=53190"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=53190"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}