{"id":54030,"date":"2026-02-23T20:03:45","date_gmt":"2026-02-23T20:03:45","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/confidential-computing-market-mordor\/"},"modified":"2026-10-02T18:06:13","modified_gmt":"2026-10-02T09:06:13","slug":"confidential-computing-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/confidential-computing-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uae30\ubc00 \ucef4\ud4e8\ud305 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026 &#8211; 2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/confidential-computing-market-1751268056076-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\/confidential-computing-market-size-image-1770993666444.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 \uc2dc\uc7a5 \uc815\uc758 \ubc0f \uc5f0\uad6c \uac00\uc815<\/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 \ub370\uc774\ud130 \uc720\ucd9c \ube48\ub3c4 \ubc0f \ube44\uc6a9 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc0ac\uc6a9 \uc911 \uc554\ud638\ud654\ub97c \uc694\uad6c\ud558\ub294 \uba40\ud2f0 \ud074\ub77c\uc6b0\ub4dc \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.3 \uae30\ubc00 AI \uc0ac\uc6a9 \uc0ac\ub840\ub97c \uac00\ub2a5\ud558\uac8c \ud558\ub294 GPU \ub4f1\uae09 TEE<\/li>\n<li class=\"toc-level-3\">4.2.4 \uaddc\uc81c \uc0b0\uc5c5(\uc608: \uae08\uc735)\uc758 \uc5f0\ud569 \ud559\uc2b5 \ubd84\uc11d<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc \uc774\ub2c8\uc154\ud2f0\ube0c(EU, MEA)\uc758 CC \uc758\ubb34\ud654<\/li>\n<li class=\"toc-level-3\">4.2.6 \ubd84\uc0b0\ud615 AI \ubc0f \ube14\ub85d\uccb4\uc778\uc5d0 \ud544\uc694\ud55c \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uc624\ud504\uccb4\uc778 \ucef4\ud4e8\ud305<\/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 \ucd08\uae30 \ud558\ub4dc\uc6e8\uc5b4 \ubc0f \ud1b5\ud569 \ube44\uc6a9<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc131\ub2a5 \uc624\ubc84\ud5e4\ub4dc \/ \uc81c\ud55c\ub41c \uc6cc\ud06c\ub85c\ub4dc \uc801\ud569\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \uad50\ucc28 \uacf5\uae09\uc5c5\uccb4 \uc99d\uba85 \ud45c\uc900 \ubd80\uc7ac<\/li>\n<li class=\"toc-level-3\">4.3.4 \uacf5\uae09\ub9dd \uc2e0\ub8b0 \uaca9\ucc28 \ubc0f \uc0ac\uc774\ub4dc \ucc44\ub110 \uacf5\uac1c<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \/ \uacf5\uae09\ub9dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uc8fc\uc694 \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c \ud3c9\uac00<\/li>\n<li class=\"toc-level-2\">4.6 \uc8fc\uc694 \uc774\ud574\uad00\uacc4\uc790 \uc601\ud5a5 \ud3c9\uac00<\/li>\n<li class=\"toc-level-2\">4.7 \uae30\uc220 \uc804\ub9dd<\/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 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.8.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.9 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc601\ud5a5<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uad6c\uc131 \uc694\uc18c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ud558\ub4dc\uc6e8\uc5b4<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc18c\ud504\ud2b8\uc6e8\uc5b4<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc11c\ube44\uc2a4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ubc30\ud3ec \ubaa8\ub4dc\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ud074\ub77c\uc6b0\ub4dc<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc628\ud504\ub808\ubbf8\uc2a4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 BFSI<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc815\ubd80 \ubc0f \uad6d\ubc29<\/li>\n<li class=\"toc-level-3\">5.3.3 \uc758\ub8cc \ubc0f \uc0dd\uba85 \uacfc\ud559<\/li>\n<li class=\"toc-level-3\">5.3.4 IT \ubc0f \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.3.5 \uc81c\uc870<\/li>\n<li class=\"toc-level-3\">5.3.6 \uc18c\ub9e4 \ubc0f \uc804\uc790\uc0c1\uac70\ub798<\/li>\n<li class=\"toc-level-3\">5.3.7 \uae30\ud0c0 \uc218\uc9c1 \uc2dc\uc7a5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ubcf4\uc548 \uba54\ucee4\ub2c8\uc998\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc2e0\ub8b0 \uc2e4\ud589 \ud658\uacbd (TEE)<\/li>\n<li class=\"toc-level-3\">5.4.2 \uae30\ubc00 \uac00\uc0c1 \uba38\uc2e0<\/li>\n<li class=\"toc-level-3\">5.4.3 \ub3d9\ud615 \uc554\ud638\ud654 \uac00\uc18d\uae30<\/li>\n<li class=\"toc-level-3\">5.4.4 \ubcf4\uc548 \ub2e4\uc790\uac04 \ucef4\ud4e8\ud305 \ud50c\ub7ab\ud3fc<\/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 \ubc0f \ub274\uc9c8\ub79c\ub4dc<\/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, \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 Microsoft Corporation<\/li>\n<li class=\"toc-level-3\">6.4.2 IBM Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Intel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.4 Google LLC (Alphabet Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.5 Advanced Micro Devices, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 Amazon Web Services, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 Alibaba Cloud (Alibaba Group Holding Ltd.)<\/li>\n<li class=\"toc-level-3\">6.4.8 Fortanix Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 Swisscom AG<\/li>\n<li class=\"toc-level-3\">6.4.10 American Megatrends International LLC (AMI)<\/li>\n<li class=\"toc-level-3\">6.4.11 Arm Holdings plc<\/li>\n<li class=\"toc-level-3\">6.4.12 NVIDIA Corporation<\/li>\n<li class=\"toc-level-3\">6.4.13 Oracle Corporation<\/li>\n<li class=\"toc-level-3\">6.4.14 Red Hat, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 VMware LLC (Broadcom Inc.)<\/li>\n<li class=\"toc-level-3\">6.4.16 Thales Group<\/li>\n<li class=\"toc-level-3\">6.4.17 Edgeless Systems GmbH<\/li>\n<li class=\"toc-level-3\">6.4.18 Anjuna Security, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 Cosmian SA<\/li>\n<li class=\"toc-level-3\">6.4.20 R3 LLC<\/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 \ub3d9\ud5a5<\/p>\n<ul>\n<li class=\"toc-level-2\">7.1 \ud654\uc774\ud2b8 \uc2a4\ud398\uc774\uc2a4 \ubc0f \ubbf8\ucda9\uc871 \uc694\uad6c \ud3c9\uac00<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\uae30\ubc00 \ucef4\ud4e8\ud305 \uc2dc\uc7a5 \uac1c\uc694: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\uae30\ubc00 \ucef4\ud4e8\ud305(Confidential Computing) \uc2dc\uc7a5\uc740 2020\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0\uc758 \uc5f0\uad6c \uae30\uac04 \ub3d9\uc548 \uae09\uaca9\ud55c \uc131\uc7a5\uc744 \ubcf4\uc774\uba70, 2025\ub144 93.1\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 151.5\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud55c \ud6c4, 2031\ub144\uc5d0\ub294 1,729.5\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 62.74%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc0ac\uc774\ubc84 \uacf5\uaca9\uc758 \uc815\uad50\ud654, \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc(sovereign-cloud) \uc758\ubb34\ud654 \ud655\uc0b0, \uadf8\ub9ac\uace0 \ud504\ub85c\ub355\uc158 \ud658\uacbd\uc5d0\uc11c \uc554\ud638\ud654\ub41c \uc6cc\ud06c\ub85c\ub4dc \uc2e4\ud589 \uc2dc \uc131\ub2a5 \uc624\ubc84\ud5e4\ub4dc \uac10\uc18c\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc5c5\ub4e4\uc740 \uc774\ubbf8 \uc800\uc7a5 \ubc0f \uc804\uc1a1 \uc911\uc778 \ub370\uc774\ud130\uc5d0 \ub300\ud55c \uc554\ud638\ud654\ub97c \ub118\uc5b4, \ud558\ub4dc\uc6e8\uc5b4 \uae30\ubc18\uc758 \uc2e0\ub8b0 \uc2e4\ud589 \ud658\uacbd(Trusted Execution Environments, TEE), \ub3d9\ud615 \uc554\ud638\ud654 \uac00\uc18d\uae30(homomorphic encryption accelerators), \ubcf4\uc548 \ub2e4\uc790\uac04 \uacc4\uc0b0(secure multiparty computation) \ub4f1\uc744 \ud1b5\ud574 &#8216;\uc0ac\uc6a9 \uc911\uc778 \ub370\uc774\ud130(data-in-use)&#8217; \ubcf4\ud638\ub85c \ud655\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\ub4e4\uc740 \uc774\ub7ec\ud55c \uae30\ub2a5\uc744 \uc8fc\ub958 \uc778\uc2a4\ud134\uc2a4 \uc81c\ud488\uad70\uc5d0 \ud1b5\ud569\ud558\uc5ec \uae30\ubc00 \ucef4\ud4e8\ud305\uc744 \uc804\ubb38\uc801\uc778 \ucd94\uac00 \uae30\ub2a5\uc774 \uc544\ub2cc \uae30\ubcf8 \uc635\uc158\uc73c\ub85c \ub9cc\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc81c \ub2f9\uad6d\uc774 \ub370\uc774\ud130 \uce68\ud574 \ud1b5\ubcf4 \uae30\uac04\uc744 \ub2e8\ucd95\ud558\uace0 \ub354 \uc5c4\uaca9\ud55c \ubc8c\uae08\uc744 \ubd80\uacfc\ud568\uc5d0 \ub530\ub77c, \uae30\ubc00 \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc740 \uc740\ud589, \ud5ec\uc2a4\ucf00\uc5b4, \uacf5\uacf5 \ubd80\ubb38 \uc6cc\ud06c\ub85c\ub4dc\uc5d0\uc11c \ucd08\uae30 \ud30c\uc77c\ub7ff \ub2e8\uacc4\ub97c \ub118\uc5b4 \ub300\uaddc\ubaa8 \ubc30\ud3ec\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc740 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774\uba70, \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc740 \ubd81\ubbf8 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc73c\ub85c \ud3c9\uac00\ub418\uba70, \uc8fc\uc694 \ud50c\ub808\uc774\uc5b4\ub85c\ub294 Microsoft Corporation, IBM Corporation, Intel Corporation, Amazon Web Services, Inc., Google LLC (Alphabet Inc.) \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 2. \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778 (Drivers)<\/p>\n<p>\uae30\ubc00 \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \ub3d9\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ub370\uc774\ud130 \uce68\ud574 \ube48\ub3c4 \ubc0f \ube44\uc6a9 \uae09\uc99d (+12.5% \uc601\ud5a5): Oracle Cloud Infrastructure \uce68\ud574 \uc0ac\ub840\uc5d0\uc11c \ubcf4\ub4ef\uc774, \uc798 \uad00\ub9ac\ub418\ub294 \ud074\ub77c\uc6b0\ub4dc\uc5d0\uc11c\ub3c4 \uacbd\uacc4 \ubc29\uc5b4\uac00 \uc6b0\ud68c\ub420 \uc218 \uc788\uc74c\uc774 \uc785\uc99d\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uae30\ubc00 \ucef4\ud4e8\ud305\uc740 \ub370\uc774\ud130 \ucc98\ub9ac \uc911\uc5d0\ub3c4 \uc554\ud638\ud654\ub97c \uc720\uc9c0\ud558\uc5ec, \uacf5\uaca9\uc790\uac00 \ub8e8\ud2b8 \uc561\uc138\uc2a4\ub97c \ud68d\ub4dd\ud558\ub354\ub77c\ub3c4 \uc720\uc6a9\ud55c \uc815\ubcf4\ub97c \uc5bb\uc9c0 \ubabb\ud558\uac8c \ud558\ub294 \ucd5c\uc885 \ubc29\uc5b4\ub9c9\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. AI \uae30\ubc18 \uacf5\uaca9 \uc790\ub3d9\ud654\ub294 \uc704\ud611\uc744 \uc99d\ud3ed\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uae08\uc735 \uae30\uad00 \ubc0f \ud5ec\uc2a4\ucf00\uc5b4 \uc81c\uacf5\uc5c5\uccb4\ub4e4\uc740 \ud604\uc7ac \ubc0f \uc591\uc790 \ud6c4(post-quantum) \uacf5\uaca9\uc5d0 \ubaa8\ub450 \uc800\ud56d\ud558\ub294 \ud558\ub4dc\uc6e8\uc5b4 \uae30\ubc18 TEE \ucc44\ud0dd\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc81c \ub2f9\uad6d\uc740 \uc774\uc81c \ubcf5\uad6c \ube44\uc6a9\ubcf4\ub2e4 \uaddc\uc815 \uc900\uc218 \uc2e4\ud328\uc5d0 \ub354 \ub9ce\uc740 \ubc8c\uae08\uc744 \ubd80\uacfc\ud558\ubbc0\ub85c, \uc0ac\uc6a9 \uc911 \uc554\ud638\ud654 \ubcf4\ud638\ub294 \uaddc\uc81c\uac00 \uc5c4\uaca9\ud55c \uc0b0\uc5c5\uc5d0\uc11c \ud544\uc218\uc801\uc778 \uc694\uc18c\uac00 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. (\uc601\ud5a5 \uae30\uac04: \ub2e8\uae30, \uc9c0\uc5ed: \uc804 \uc138\uacc4, \ud2b9\ud788 \ubd81\ubbf8 \ubc0f EU)<\/p>\n<p>*   \uc0ac\uc6a9 \uc911 \uc554\ud638\ud654\ub97c \uc694\uad6c\ud558\ub294 \uba40\ud2f0 \ud074\ub77c\uc6b0\ub4dc \ucc44\ud0dd (+11.2% \uc601\ud5a5): \uc5ec\ub7ec \ud074\ub77c\uc6b0\ub4dc\uc5d0 \uc6cc\ud06c\ub85c\ub4dc\ub97c \ubd84\uc0b0\ud558\ub294 \uae30\uc5c5\ub4e4\uc740 \uc77c\uad00\ub41c \ub370\uc774\ud130 \uc8fc\uad8c \uc81c\uc5b4\ub97c \uc720\uc9c0\ud558\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uc2b5\ub2c8\ub2e4. NVIDIA H100 GPU\uac00 \uc7a5\ucc29\ub41c Azure Confidential Compute \ub178\ub4dc\ub294 \uae30\uc5c5\uc774 \ub370\uc774\ud130\ub97c \uc554\ud638\ud654 \ud574\uc81c\ud558\uc9c0 \uc54a\uace0\ub3c4 \ubbfc\uac10\ud55c AI \uc791\uc5c5\uc744 \uc9c0\uc5ed \uac04\uc5d0 \uc774\ub3d9\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. Google Cloud\ub294 C3D, C3, N2D \uc81c\ud488\uad70\uc73c\ub85c \uae30\ubc00 \ucef4\ud4e8\ud305 \uc11c\ube44\uc2a4\ub97c \ud655\uc7a5\ud558\uc5ec, \uc0ac\uc6a9 \uc911 \uc554\ud638\ud654\ub97c \ud2b9\uc218 \uae30\ub2a5\uc774 \uc544\ub2cc \ud544\uc218 \uae30\ub2a5\uc73c\ub85c \ub9cc\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4. Confidential GKE \ub178\ub4dc\uc640 \ud568\uaed8 \uc0ac\uc6a9\ud558\uba74, \uae30\uc5c5\uc740 \uc5d4\ud074\ub808\uc774\ube0c \uc218\uc900\uc758 \ubcf4\uc7a5\uc744 \uc720\uc9c0\ud558\uba74\uc11c Kubernetes \ud074\ub7ec\uc2a4\ud130\ub97c \ub9ac\ud504\ud2b8 \uc564 \uc2dc\ud504\ud2b8(lift-and-shift)\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. (\uc601\ud5a5 \uae30\uac04: \uc911\uae30, \uc9c0\uc5ed: \uc804 \uc138\uacc4, \ud2b9\ud788 \ubd81\ubbf8 \ubc0f \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591)<\/p>\n<p>*   &#8220;\uae30\ubc00 AI&#8221; \uc0ac\uc6a9 \uc0ac\ub840\ub97c \uc5ec\ub294 GPU\uae09 TEE (+15.8% \uc601\ud5a5): NVIDIA\uc758 H100 Tensor Core GPU\uc5d0 \ub300\ud55c \uae30\ubc00 \ucef4\ud4e8\ud305 \uc77c\ubc18 \ucd9c\uc2dc\ub85c, \uac1c\uc778 \ub370\uc774\ud130\uc14b\uc5d0 \ub300\ud55c LLM(\ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378) \ud6c8\ub828\uc774 7% \ubbf8\ub9cc\uc758 \uc624\ubc84\ud5e4\ub4dc\ub85c \uac00\ub2a5\ud574\uc838 \uc804\ud1b5\uc801\uc778 \uc131\ub2a5 \ud2b8\ub808\uc774\ub4dc\uc624\ud504\uac00 \uc0ac\ub77c\uc84c\uc2b5\ub2c8\ub2e4. Apple\uc758 Private Cloud Compute\ub294 Secure Enclaves\ub97c \uc0ac\uc6a9\ud558\uc5ec \uc7a5\uce58-\ud074\ub77c\uc6b0\ub4dc AI \uac1c\uc778 \uc815\ubcf4 \ubcf4\ud638\ub97c \uad6c\ud604\ud558\uba70, \uc18c\ube44\uc790 \uaddc\ubaa8\uc758 \uc7a0\uc7ac\ub825\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \ubcf4\uc548 GPU \uc5d4\ud074\ub808\uc774\ube0c\ub294 \uc774\uc81c \uae30\ubc00 \uc5f0\ud569 \ud559\uc2b5(confidential federated learning)\uc758 \uae30\ubc18\uc774 \ub418\uc5b4, \ubcd1\uc6d0\ub4e4\uc774 \ud658\uc790 \uc2dd\ubcc4 \uc815\ubcf4\ub97c \ub178\ucd9c\ud558\uc9c0 \uc54a\uace0 \uad6d\uacbd\uc744 \ub118\uc5b4 \ubc29\uc0ac\uc120 \uc774\ubbf8\uc9c0\ub97c \ubcd1\ud569\ud558\uc5ec \uc9c8\ubcd1 \ubd84\ub958 \uc815\ud655\ub3c4\ub97c \ub192\uc774\ub294 \ub3d9\uc2dc\uc5d0 \uaddc\uc815 \uc900\uc218\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. (\uc601\ud5a5 \uae30\uac04: \uc911\uae30, \uc9c0\uc5ed: \ubd81\ubbf8 \ubc0f \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ud575\uc2ec, EU\ub85c \ud655\uc0b0)<\/p>\n<p>*   \uaddc\uc81c \uc0b0\uc5c5\uc758 \uc5f0\ud569 \ubd84\uc11d (+8.7% \uc601\ud5a5): Swift\uc640 Google Cloud\ub294 \uac01 \uc740\ud589\uc758 \uac70\ub798 \uc2a4\ud2b8\ub9bc\uc744 \uc554\ud638\ud654\ub41c \uc0c1\ud0dc\ub85c \uc720\uc9c0\ud558\ub294 \uc5f0\ud569 \uc0ac\uae30 \ud0d0\uc9c0 \ubaa8\ub378\uc744 \uc6b4\uc601\ud558\uc5ec, \ub370\uc774\ud130 \uacf5\uc720 \uc81c\ud55c\uc744 \uc900\uc218\ud558\uba74\uc11c \uc774\uc0c1 \ud0d0\uc9c0 \uc18d\ub3c4\ub97c 29% \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \ud5ec\uc2a4\ucf00\uc5b4 \ucee8\uc18c\uc2dc\uc5c4\uc740 TEE\ub97c \ub2e4\uc911 \uc13c\ud130 \uc720\uc804\uccb4 \ud30c\uc774\ud504\ub77c\uc778\uc5d0 \ud65c\uc6a9\ud558\uc5ec, \uc6d0\uc2dc \ud658\uc790 \ud30c\uc77c\uc744 \uc774\ub3d9\ud558\uc9c0 \uc54a\uace0\ub3c4 \ud1b5\uacc4\uc801 \uc720\uc758\uc131\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uc18c\uaddc\ubaa8 \ud76c\uadc0 \uc9c8\ud658 \ucf54\ud638\ud2b8\ub97c \ud1b5\ud569\ud569\ub2c8\ub2e4. EU\uc640 \uc77c\ubcf8\uc758 \ucd08\uae30 \uc815\ucc45 \ucd08\uc548\uc740 \ubbfc\uac10\ud55c \uad6d\uacbd \uac04 \uc5f0\uad6c\ub97c \uc704\ud55c \ubaa8\ubc94 \uc0ac\ub840\ub85c \uc5f0\ud569 \ubd84\uc11d\uc744 \uc5b8\uae09\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. (\uc601\ud5a5 \uae30\uac04: \uc7a5\uae30, \uc9c0\uc5ed: \uc804 \uc138\uacc4, \ubd81\ubbf8 \ubc0f EU\uc5d0\uc11c \ucd08\uae30 \uc131\uacfc)<\/p>\n<p>*   CC\ub97c \uc758\ubb34\ud654\ud558\ub294 \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc \uc774\ub2c8\uc154\ud2f0\ube0c (+10.3% \uc601\ud5a5): (\uc601\ud5a5 \uae30\uac04: \uc911\uae30, \uc9c0\uc5ed: EU \ubc0f \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \ud575\uc2ec, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \ubd80\uc0c1)<\/p>\n<p>*   \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uc624\ud504\uccb4\uc778 \ucef4\ud4e8\ud305\uc744 \ud544\uc694\ub85c \ud558\ub294 \ubd84\uc0b0\ud615 AI \ubc0f \ube14\ub85d\uccb4\uc778 (+6.9% \uc601\ud5a5): (\uc601\ud5a5 \uae30\uac04: \uc7a5\uae30, \uc9c0\uc5ed: \uc804 \uc138\uacc4, \ubd81\ubbf8 \ubc0f \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9d1\uc911)<\/p>\n<p># 3. \uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778 (Restraints)<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ucd08\uae30 \ud558\ub4dc\uc6e8\uc5b4 \ubc0f \ud1b5\ud569 \ube44\uc6a9 (-8.4% \uc601\ud5a5): 1,250\ub9cc \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\ub294 \uc591\uc790 \ubcf4\uc548 \uc11c\ubc84\ub294 \ub300\ubd80\ubd84\uc758 \uc911\uc18c\uae30\uc5c5\uc5d0\uac8c\ub294 \uc5ec\uc804\ud788 \ubd80\ub2f4\uc2a4\ub7ec\uc6b4 \uac00\uaca9\uc73c\ub85c, \uc628\ud504\ub808\ubbf8\uc2a4 \uc5c5\ub370\uc774\ud2b8 \uacc4\ud68d\uc744 \uc9c0\uc5f0\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. Intel\uc758 \ub370\uc774\ud130\uc13c\ud130 \ubd80\ubb38\uc740 2024\ub144 4\ubd84\uae30\uc5d0 \uacbd\uc81c \ubd88\uc548\uc815\uc73c\ub85c \uc778\ud574 \uad6c\ub9e4\uc790\ub4e4\uc774 \uae30\ubc00 \ucef4\ud4e8\ud305 \uc5c5\uadf8\ub808\uc774\ub4dc\ub97c \uc5f0\uae30\ud558\uba74\uc11c \ub9e4\ucd9c\uc774 3% \uac10\uc18c\ud588\uc2b5\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 &#8220;\uc11c\ube44\uc2a4\ud615 \uae30\ubc00(confidential-as-a-service)&#8221; \uc11c\ube44\uc2a4\ub294 \uc0ac\uc6a9\ub7c9 \uae30\ubc18 \uacfc\uae08 \ubc29\uc2dd\uc744 \ud1b5\ud574 \ucd08\uae30 \uc790\ubcf8 \uc9c0\ucd9c(CapEx) \uc7a5\ubcbd\uc744 \ub0ae\ucdb0, \uc2e4\ub9ac\ucf58 \uc18c\uc720 \uc5c6\uc774\ub3c4 \ud30c\uc77c\ub7ff \ud504\ub85c\uc81d\ud2b8\ub97c \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. (\uc601\ud5a5 \uae30\uac04: \ub2e8\uae30, \uc9c0\uc5ed: \uc804 \uc138\uacc4, \ud2b9\ud788 \uc2e0\ud765 \uc2dc\uc7a5 \uc911\uc18c\uae30\uc5c5)<\/p>\n<p>*   \uc131\ub2a5 \uc624\ubc84\ud5e4\ub4dc \/ \uc81c\ud55c\ub41c \uc6cc\ud06c\ub85c\ub4dc \uc801\ud569\uc131 (-6.2% \uc601\ud5a5): \uace0\ube48\ub3c4 \uac70\ub798 \ub370\uc2a4\ud06c\ub098 \uc2e4\uc2dc\uac04 \uc0b0\uc5c5 \uc81c\uc5b4 \uc2dc\uc2a4\ud15c\uc740 PCIe \uc804\uc1a1 \uc911 \uc554\ud638\ud654\ub85c \uc778\ud574 \ubc1c\uc0dd\ud558\ub294 \ub2e8\uc77c \uc790\ub9bf\uc218 \uc9c0\uc5f0 \uc2dc\uac04 \uae09\uc99d\uc870\ucc28 \ud5c8\uc6a9\ud560 \uc218 \uc5c6\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc810\uc810 \ub354 \uace0\ub3c4\ub85c \ubbfc\uac10\ud55c \uae30\ub2a5\ub9cc \uc5d4\ud074\ub808\uc774\ube0c\ub97c \ud1b5\ud574 \ub77c\uc6b0\ud305\ud558\uace0, \ubc00\ub9ac\ucd08 \ub2e8\uc704\uc758 \uc9c0\uc5f0 \uc2dc\uac04\uc774 \uc911\uc694\ud55c \ucf54\ub4dc\ub294 \ud45c\uc900 \ub178\ub4dc\uc5d0 \uc720\uc9c0\ud558\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uc2a4\ud0dd\uc744 \ubc30\ud3ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. RISC Zero\uc640 \uac19\uc740 \uc2a4\ud0c0\ud2b8\uc5c5\uc740 \uc601\uc9c0\uc2dd(zero-knowledge) VM\uc5d0\uc11c 4\ubc30\uc758 \uc18d\ub3c4 \ud5a5\uc0c1\uc744 \ubcf4\uace0\ud558\uba70, \ud604\uc7ac\uc758 \uc81c\uc57d\uc774 2027\ub144 \uc774\uc804\uc5d0 \uc644\ud654\ub420 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4. (\uc601\ud5a5 \uae30\uac04: \uc911\uae30, \uc9c0\uc5ed: \uc804 \uc138\uacc4, \ud2b9\ud788 \uc9c0\uc5f0 \uc2dc\uac04 \ubbfc\uac10 \uc560\ud50c\ub9ac\ucf00\uc774\uc158)<\/p>\n<p>*   \uad50\ucc28 \uacf5\uae09\uc5c5\uccb4 \uc99d\uba85 \ud45c\uc900 \ubd80\uc7ac (-4.1% \uc601\ud5a5): (\uc601\ud5a5 \uae30\uac04: \uc7a5\uae30, \uc9c0\uc5ed: \uc804 \uc138\uacc4, \ud2b9\ud788 \uba40\ud2f0 \ud074\ub77c\uc6b0\ub4dc \ud658\uacbd)<\/p>\n<p>*   \uacf5\uae09\ub9dd \uc2e0\ub8b0 \uaca9\ucc28 \ubc0f \uc0ac\uc774\ub4dc \ucc44\ub110 \uacf5\uac1c (-3.7% \uc601\ud5a5): (\uc601\ud5a5 \uae30\uac04: \uc911\uae30, \uc9c0\uc5ed: \uc804 \uc138\uacc4, \ud2b9\ud788 \uc815\ubd80 \ubc0f \uad6d\ubc29 \ubd80\ubb38)<\/p>\n<p># 4. \uc138\uadf8\uba3c\ud2b8\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \uad6c\uc131 \uc694\uc18c\ubcc4 (By Component):<br \/>\n    *   \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 2025\ub144 \uae30\ubc00 \ucef4\ud4e8\ud305 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 43.90%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc774\ub294 \uae30\uc874 \ud558\uc774\ud37c\ubc14\uc774\uc800 \ubc0f \ucee8\ud14c\uc774\ub108 \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\ud130 \uc704\uc5d0 \uc5d4\ud074\ub808\uc774\ube0c \uae30\ub2a5\uc744 \uc27d\uac8c \uc624\ubc84\ub808\uc774\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4. \uc774 \uacc4\uce35\uc740 \uae30\uc5c5\uc774 \ub300\uaddc\ubaa8 \uc5c5\uadf8\ub808\uc774\ub4dc \uc5c6\uc774 \uc810\uc9c4\uc801\uc778 \ubcf4\ud638 \uae30\ub2a5\uc744 \ubc30\ud3ec\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<br \/>\n    *   \uadf8\ub7ec\ub098 \ud558\ub4dc\uc6e8\uc5b4 \ub9e4\ucd9c\uc740 Intel, AMD, NVIDIA\uac00 TEE\ub97c CPU \ubc0f GPU\uc5d0 \uc9c1\uc811 \ub0b4\uc7a5\ud558\uc5ec \uc554\ud638\ud654 \uc624\ubc84\ud5e4\ub4dc\ub97c \uc904\uc774\uace0 \uc0ac\uc774\ub4dc \ucc44\ub110 \uaca9\ucc28\ub97c \ud574\uc18c\ud568\uc5d0 \ub530\ub77c 64.90%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70 \ud655\uc7a5\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\ub4dc\uc6e8\uc5b4 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc774\uc81c \ud38c\uc6e8\uc5b4 \uc218\uc900\uc758 \uc99d\uba85 \ubc0f \uc554\ud638\ud654\ub41c PCIe \ub9c1\ud06c\ub97c \ubc88\ub4e4\ub85c \uc81c\uacf5\ud558\uc5ec, 2030\ub144\uae4c\uc9c0 \uc9c0\ucd9c \ube44\uc911\uc744 \uc2e4\ub9ac\ucf58 \ucabd\uc73c\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc11c\ube44\uc2a4\ub294 \ud1b5\ud569, \uad00\ub9ac\ud615 \uc99d\uba85 \ubc0f \uac10\uc0ac \ud655\uc7a5\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ud558\ub4dc\uc6e8\uc5b4 \uc2dc\uc7a5 \uaddc\ubaa8\uac00 \ud655\ub300\ub428\uc5d0 \ub530\ub77c \uce69 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ucf5c\ub4dc \ubd80\ud2b8 \uacf5\uaca9\uc5d0 \ub300\ud55c \uac00\uc18d\uae30 \uac15\ud654\ub97c \uc704\ud574 \uc804\uc6a9 MACsec \ub808\uc778\uacfc \uc628\ub2e4\uc774(on-die) \ud0a4 \uad00\ub9ac\uc790\ub97c \ud328\ud0a4\uc9d5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ubc30\ud3ec \ubaa8\ub4dc\ubcc4 (By Deployment Mode):<br \/>\n    *   \uc628\ud504\ub808\ubbf8\uc2a4 \uc124\uce58\ub294 \uad6d\ubc29, \uc815\ubcf4 \uae30\uad00 \ubc0f \uc911\uc694 \uc778\ud504\ub77c \uc6b4\uc601\uc790\ub4e4\uc774 \uc554\ud638\ud654 \ud0a4\uc758 \ub85c\uceec \ubcf4\uad00\uc744 \uace0\uc218\ud568\uc5d0 \ub530\ub77c 2025\ub144 \uae30\ubc00 \ucef4\ud4e8\ud305 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 54.30%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uadf8\ub7ec\ub098 \ud074\ub77c\uc6b0\ub4dc\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uac00 \uc9c0\uc5ed \ub370\uc774\ud130 \uc0c1\uc8fc\ub97c \ubcf4\uc7a5\ud558\uace0, \uc885\ub7c9\uc81c \uc5d4\ud074\ub808\uc774\ube0c\ub97c \uc81c\uacf5\ud558\uba70, \uc6d0\uc7a5 \uae30\ubc18 \uc99d\uba85 \ub85c\uadf8\ub97c \ud1b5\ud569\ud568\uc5d0 \ub530\ub77c 66.50%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Broadcom\uc758 2025\ub144 \uc124\ubb38\uc870\uc0ac\uc5d0 \ub530\ub974\uba74 CIO\uc758 69%\uac00 \uc77c\ubd80 \uc6cc\ud06c\ub85c\ub4dc\ub97c \ud68c\uc218\ud560 \uacc4\ud68d\uc774\uba70, \uc774\ub294 \uc0ac\uc124 \ubc0f \uacf5\uc6a9 \ud074\ub77c\uc6b0\ub4dc \uc804\ubc18\uc5d0 \uac78\uccd0 \uc5d4\ud074\ub808\uc774\ube0c \ud0a4\ub97c \uc5f0\uacb0\ud558\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \uccad\uc0ac\uc9c4\uc744 \ucd94\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\uc758 \uae30\ubc00 \ucef4\ud4e8\ud305 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uc81c\uacf5\uc5c5\uccb4\ub4e4\uc774 BIOS \uc124\uc815 \ub300\uc2e0 \uc815\ucc45 \uc5d4\uc9c4\uc744 \ud1b5\ud574 \uc81c\uc5b4\ub418\ub294 \uc790\ub3d9 \ud655\uc7a5 \uc554\ud638\ud654 \ud074\ub7ec\uc2a4\ud130\ub97c \ucd9c\uc2dc\ud568\uc5d0 \ub530\ub77c 2028\ub144\uae4c\uc9c0 \uc628\ud504\ub808\ubbf8\uc2a4 \uc9c0\ucd9c\uc744 \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4 (By End-User Industry):<br \/>\n    *   BFSI(\uc740\ud589, \uae08\uc735 \uc11c\ube44\uc2a4 \ubc0f \ubcf4\ud5d8)\ub294 \ucd08\uae30 \ucc44\ud0dd\uc790\ub4e4\uc774 \uc54c\uace0\ub9ac\uc998 \uac70\ub798 \ubc0f \ubcf4\uc548 \uaddc\uc81c \ubcf4\uace0\uc5d0 \uc5d4\ud074\ub808\uc774\ube0c\ub97c \uc0ac\uc6a9\ud55c \ud6c4 2025\ub144 \ub9e4\ucd9c\uc758 46.20%\ub97c \uae30\uc5ec\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc2b5\ub2c8\ub2e4. PCI DSS 4.0 \ubc0f Basel III\uc640 \uac19\uc740 \uc5c4\uaca9\ud55c \uaddc\uc815 \uc900\uc218 \ud504\ub808\uc784\uc6cc\ud06c\ub294 \uae00\ub85c\ubc8c \uc740\ud589\ub4e4 \uc0ac\uc774\uc5d0\uc11c \uc0ac\uc6a9 \uc911 \ub370\uc774\ud130 \uc554\ud638\ud654\ub97c \uc774\uc0ac\ud68c \uc218\uc900\uc758 \uc758\ubb34 \uc0ac\ud56d\uc73c\ub85c \ub9cc\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \uc18c\ub9e4 \ubc0f \uc804\uc790\uc0c1\uac70\ub798\uc758 64.60% \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc740 \ud310\ub9e4\uc790\uac00 \uc6d0\uc2dc \uad6c\ub9e4 \uae30\ub85d\uc744 \ub178\ucd9c\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc1fc\ud551\uac1d\uc744 \ubd84\ub958\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\ub294 \uac1c\uc778 \uc815\ubcf4 \ubcf4\ud638 \ubd84\uc11d\uc5d0\uc11c \ube44\ub86f\ub429\ub2c8\ub2e4. \ubb34\uc778 POS(Point-of-Sale) \uc7a5\uce58\ub294 \uc774\uc81c \ud1b5\ud569 \ubcf4\uc548 \uc5d4\ud074\ub808\uc774\ube0c\uc640 \ud568\uaed8 \ucd9c\ud558\ub418\uc5b4 \ud1a0\ud070\ud654\ub41c \uce74\ub4dc \ub370\uc774\ud130\ub97c \uc5e3\uc9c0 \uacf5\uaca9\uc790\ub85c\ubd80\ud130 \ubcf4\ud638\ud569\ub2c8\ub2e4. \uae30\ubc00 \ucef4\ud4e8\ud305 \uc0b0\uc5c5\uc740 TEE\uac00 \uc554\ud638\ud654\ub41c \uc774\ubbf8\uc9c0\uc5d0 \ub300\ud55c AI \uc9c0\uc6d0 \uc9c4\ub2e8\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \ud5ec\uc2a4\ucf00\uc5b4 \ubd84\uc57c\uc5d0\uc11c\ub3c4 \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ubcf4\uc548 \uba54\ucee4\ub2c8\uc998\ubcc4 (By Security Mechanism):<br \/>\n    *   TEE(\uc2e0\ub8b0 \uc2e4\ud589 \ud658\uacbd)\ub294 \ucd5c\uc18c\ud55c\uc758 \ucf54\ub4dc \ubcc0\uacbd\uc744 \uc694\uad6c\ud558\ub294 Intel SGX, AMD SEV, ARM TrustZone \uad6c\ud604\uc758 \uc131\uc219\ub3c4 \ub355\ubd84\uc5d0 2025\ub144 50.10%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub4e4\uc740 \ud0a4 \uad00\ub9ac \uc11c\ube44\uc2a4\uc640 \uac19\uc740 \ub0ae\uc740 \uc9c0\uc5f0 \uc2dc\uac04 \uc791\uc5c5\uc5d0 \uacc4\uc18d \uc120\ud638\ub429\ub2c8\ub2e4.<br \/>\n    *   \uadf8\ub7ec\ub098 \ub3d9\ud615 \uc554\ud638\ud654 \uac00\uc18d\uae30\ub294 \uad11\uc790 \ucf54\ud504\ub85c\uc138\uc11c\uac00 \ud3c9\ubb38 \uc18d\ub3c4\uc5d0 \uadfc\uc811\ud55c \uc18d\ub3c4\ub85c \uc554\ud638\ubb38\uc744 \ucc98\ub9ac\ud568\uc5d0 \ub530\ub77c 66.90%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\ud615 \uc2e4\ub9ac\ucf58\uc5d0 \ud560\ub2f9\ub41c \uae30\ubc00 \ucef4\ud4e8\ud305 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2031\ub144\uae4c\uc9c0 213.5\uc5b5 \ub2ec\ub7ec\ub97c \ub118\uc5b4\uc124 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uaca9\ub9ac\ubcf4\ub2e4 \ub300\uc218\uc801 \uc99d\uba85\uc744 \uc911\uc694\uc2dc\ud558\ub294 \uac1c\uc778 \uc815\ubcf4 \ubcf4\ud638 \ubc95\uaddc\uc5d0 \uc758\ud574 \ucd94\uc9c4\ub429\ub2c8\ub2e4.<br \/>\n    *   \ubcf4\uc548 \ub2e4\uc790\uac04 \uacc4\uc0b0(Secure Multiparty Computation)\uc740 \ub9e4\ucd9c \uba74\uc5d0\uc11c\ub294 \ub4a4\ucc98\uc9c0\uc9c0\ub9cc, \uc790\ubcf8 \uc2dc\uc7a5 \ubc0f \uc0dd\uba85 \uacfc\ud559 \ud611\ub825\uc5d0\uc11c \ubd88\uc2e0\ud558\ub294 \uc0c1\ub300\ubc29 \uac04\uc758 \ucee8\uc18c\uc2dc\uc5c4 \uc2a4\ud0c0\uc77c \uc704\ud5d8 \uc810\uc218\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n<p># 5. \uc9c0\uc5ed\ubcc4 \ubd84\uc11d<\/p>\n<p>*   \ubd81\ubbf8\ub294 2025\ub144 \uae30\ubc00 \ucef4\ud4e8\ud305 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 41.70%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc774\ub294 \ubbf8\uad6d \uad6d\ubc29\ubd80\uac00 IBM\uc5d0 \ubcf4\uc548 \uce69 \ud30c\uc6b4\ub4dc\ub9ac \ud655\uc7a5\uc744 \uc704\ud574 5\uc5b5 7,600\ub9cc \ub2ec\ub7ec\ub97c \uc218\uc5ec\ud558\uace0 NIST\uc758 Provenance Chain Network\uac00 \ub9c8\uc774\ud06c\ub85c\uc77c\ub809\ud2b8\ub85c\ub2c9\uc2a4 \uacf5\uae09\ub9dd\uc744 \uac15\ud654\ud558\ub294 \ub370 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \uc5f0\ubc29 \uad6c\ub9e4\ub825\uc740 \uc7a5\uae30\uc801\uc778 \uc218\uc694\ub97c \ub098\ud0c0\ub0b4\uba70, HP\uc758 \uc591\uc790 \uc800\ud56d PC\uc640 \uac19\uc740 \ubbfc\uac04 \ubd80\ubb38\uc758 \uc6c0\uc9c1\uc784\uc740 \uc591\uc790 \ud6c4 \ub300\ube44\ub97c \uc704\ud55c \uad11\ubc94\uc704\ud55c \uc0dd\ud0dc\uacc4\ub97c \uc870\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc9c0\uc5ed\uc5d0 \ubcf8\uc0ac\ub97c \ub454 \uc8fc\uc694 \ud074\ub77c\uc6b0\ub4dc \ud50c\ub7ab\ud3fc\uc740 \uc5d4\ud074\ub808\uc774\ube0c \uac1c\uc120 \uc0ac\ud56d\uc744 \uacc4\uc18d \ucd9c\uc2dc\ud558\uc5ec \uc804 \uc138\uacc4 \ubc30\ud3ec\uc5d0 \ube60\ub974\uac8c \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\uc740 \uc911\uad6d\uc758 \uad6d\uac00 \uc9c0\uc6d0 \uc591\uc790 \uc774\ub2c8\uc154\ud2f0\ube0c, \uc77c\ubcf8 METI\uc758 \ubc18\ub3c4\uccb4 \ud339 \uc0ac\uc774\ubc84 \ubcf4\uc548 \uaddc\uc815, \ub300\ub9cc\uc758 \uc591\uc790 \ud6c4 \uc554\ud638\ud654 \ub9c8\uc774\uadf8\ub808\uc774\uc158 \uac00\uc774\ub4dc\uc5d0 \ud798\uc785\uc5b4 2031\ub144\uae4c\uc9c0 66.10%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\ub85c \ubc1c\uc804\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ub3c4\uc758 \uae08\uc735 \ubd80\ubb38 \ub514\uc9c0\ud138\ud654\uc640 \ud638\uc8fc\uc758 \uc911\uc694 \uc778\ud504\ub77c \ubc95 \ub610\ud55c \uad6d\uacbd \uac04 \ub370\uc774\ud130 \ud750\ub984\uc744 \uc704\ud55c \uc5d4\ud074\ub808\uc774\ube0c \ucc44\ud0dd\uc744 \uc7a5\ub824\ud569\ub2c8\ub2e4. \uc815\ubd80\ub294 TEE\uc640 \ube14\ub85d\uccb4\uc778 \uc2a4\ud0c0\uc77c \uc6d0\uc7a5\uc744 \uacb0\ud569\ud558\uc5ec \uc218\ucd9c \ud1b5\uc81c \uc124\uacc4 \ud30c\uc77c\uc744 \uc778\uc99d\ud558\ub294 \ud30c\uc77c\ub7ff \ud504\ub85c\uc81d\ud2b8\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc720\ub7fd\uc740 GDPR \uc2dc\ud589\uacfc \uc5ed\ub0b4 \ucef4\ud4e8\ud305 \ubc0f \uc99d\uba85 \uc11c\ube44\uc2a4\ub97c \uc694\uad6c\ud558\ub294 \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc \uc758\ubb34\ud654\ub97c \uacb0\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Microsoft\ub294 2025\ub144 2\uc6d4 EU \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc\ub97c \uc644\ub8cc\ud588\uc73c\uba70, Google\uc740 T-Systems \ubc0f S3NS\uc640 \ud611\ub825\ud558\uc5ec \ud504\ub791\uc2a4 \ub370\uc774\ud130 \uc0c1\uc8fc \uc81c\uc5b4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc81c\uc548\ub41c \ud074\ub77c\uc6b0\ub4dc \ubc0f AI \uac1c\ubc1c\ubc95\uc740 7\ub144 \uc774\ub0b4\uc5d0 \ubcf4\uc548 \ub370\uc774\ud130\uc13c\ud130 \uc6a9\ub7c9\uc744 3\ubc30\ub85c \ub298\ub9ac\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. HSBC\uc640 \uac19\uc740 \uae08\uc735 \uae30\uad00\uc740 \uc774\ubbf8 \uc591\uc790 \ubcf4\uc548 \uba54\ud2b8\ub85c \ub124\ud2b8\uc6cc\ud06c\ub97c \uc6b4\uc601\ud558\uc5ec, \uae30\ubc00 \ucef4\ud4e8\ud305\uc774 \ube44\uc6a9 \uc624\ubc84\ud5e4\ub4dc\uac00 \uc544\ub2cc \uaddc\uc815 \uc900\uc218 \uac00\uc18d\uae30\uc784\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 6. \uacbd\uc7c1 \ud658\uacbd \ubc0f \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>\uae30\ubc00 \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc758 \uc9d1\uc911\ub3c4\ub294 \uc911\uac04 \uc218\uc900\uc785\ub2c8\ub2e4. Intel, AMD, NVIDIA\uac00 \ub300\ubd80\ubd84\uc758 \uc5d4\ud074\ub808\uc774\ube0c \uc9c0\uc6d0 \ud504\ub85c\uc138\uc11c\ub97c \uacf5\uae09\ud558\ub294 \ubc18\uba74, Microsoft Azure, Google Cloud, Amazon Web Services\ub294 \uad00\ub9ac\ud615 \uae30\ubc00 \uc11c\ube44\uc2a4\ub97c \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Intel\uc758 2025\ub144 10-K \ubcf4\uace0\uc11c\ub294 \uae30\ubc00 \ucef4\ud4e8\ud305\uc744 x86 \ub85c\ub4dc\ub9f5\uc758 \uc804\ub7b5\uc801 \ucc28\ubcc4\ud654 \uc694\uc18c\ub85c \uac15\uc870\ud569\ub2c8\ub2e4. AMD\ub294 EPYC\uc758 SEV-SNP\ub85c \ub354 \ub0ae\uc740 \uc131\ub2a5 \uc624\ubc84\ud5e4\ub4dc\ub97c \uc57d\uc18d\ud558\uba70 \ub9de\uc11c\uace0, NVIDIA\ub294 PCIe \ud328\ube0c\ub9ad \uc804\ubc18\uc5d0 \uac78\uccd0 GPU\ub97c \ud3ec\ud568\ud558\ub3c4\ub85d \uc99d\uba85\uc744 \ud655\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n<p>\ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\ub4e4\uc740 \ud1b5\ud569\uc758 \uae4a\uc774\ub97c \ud1b5\ud574 \ucc28\ubcc4\ud654\ud569\ub2c8\ub2e4. Microsoft\ub294 \uc815\ucc45 \uae30\ubc18 \ud0a4 \uac70\ubc84\ub10c\uc2a4\ub97c \ubc88\ub4e4\ub85c \uc81c\uacf5\ud558\uace0, Google\uc740 \ud611\uc5c5 AI\ub97c \uc704\ud55c Confidential Space\ub97c \uc81c\uacf5\ud558\uba70, AWS Nitro Enclaves\ub294 \uacb0\uc81c \ud1a0\ud070\ud654 \uc6cc\ud06c\ub85c\ub4dc\ub97c \ub300\uc0c1\uc73c\ub85c \ud569\ub2c8\ub2e4. \uc774 \uc138 \uae30\uc5c5 \ubaa8\ub450 Confidential Computing Consortium\uc5d0 \uae30\uc5ec\ud558\uba70, \ud45c\uc900\uc5d0 \ub300\ud55c \ud611\ub825\uacfc \uacbd\uc7c1\uc801\uc778 \uae30\ub2a5 \uc18d\ub3c4 \uc0ac\uc774\uc758 \uade0\ud615\uc744 \ub9de\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc804\ubb38 \uae30\uc5c5\ub4e4\uc740 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uacf5\ub7b5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Zama\ub294 \ube14\ub85d\uccb4\uc778 \uaddc\ubaa8\uc5d0\uc11c \uc644\uc804 \ub3d9\ud615 \uc554\ud638\ud654(fully homomorphic encryption)\ub97c \uc0c1\uc6a9\ud654\ud558\uae30 \uc704\ud574 5,700\ub9cc \ub2ec\ub7ec\ub97c \uc720\uce58\ud588\uc73c\uba70, Arcium\uc758 Inpher \uc778\uc218\ub294 \ub2e4\uc790\uac04 \uacc4\uc0b0 IP\ub97c \ubd84\uc0b0\ud615 \ud504\ub85c\ud1a0\ucf5c\ub85c \uac00\uc838\uc635\ub2c8\ub2e4. Optalysys\ub294 \uad11\uc790 \ub3d9\ud615 \uac00\uc18d\uae30\ub97c \uc81c\uacf5\ud558\uae30 \uc704\ud574 \uacbd\uc7c1\ud558\uace0 \uc788\uc73c\uba70, RISC Zero\ub294 \ub864\uc5c5(roll-ups)\uc744 \uc704\ud55c \uc601\uc9c0\uc2dd \uc2dc\uc2a4\ud15c\uc744 \ucd5c\uc801\ud654\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub3c4\uc804\uc790\ub4e4\uc740 \uae30\uc874 \uae30\uc5c5\ub4e4\uc774 \ube60\ub974\uac8c \ud574\uacb0\ud560 \uc218 \uc5c6\ub294 \uad50\ucc28 \uacf5\uae09\uc5c5\uccb4 \uc99d\uba85 \ubc0f \uc6cc\ud06c\ub85c\ub4dc\ubcc4 \ucd5c\uc801\ud654\uc758 \uaca9\ucc28\ub97c \ud65c\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<\/p>\n<p>*   2025\ub144 6\uc6d4: Zama\ub294 \uc2dc\ub9ac\uc988 B \ud380\ub529\uc73c\ub85c 5,700\ub9cc \ub2ec\ub7ec\ub97c \ud655\ubcf4\ud558\uace0, \uc774\ub354\ub9ac\uc6c0\uc5d0\uc11c \uc554\ud638\ud654\ub41c \ubd84\uc0b0\ud615 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uad6c\ucd95\uc744 \uc704\ud55c \uae30\ubc00 \ube14\ub85d\uccb4\uc778 \ud504\ub85c\ud1a0\ucf5c\uacfc \uacf5\uac1c \ud14c\uc2a4\ud2b8\ub137\uc744 \uacf5\uac1c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: HP\ub294 \uc591\uc790 \uc800\ud56d ASIC\uc774 \ud0d1\uc7ac\ub41c \ud504\ub9b0\ud130 \ubc0f PC\ub97c \ucd9c\uc2dc\ud558\uc5ec, 2027\ub144\uae4c\uc9c0 \uc591\uc790 \ud6c4 \ubcf4\uc548 \uc7a5\uce58\uc5d0 \ub300\ud55c \ubbf8\uad6d \uc5f0\ubc29 \uc758\ubb34 \uc0ac\ud56d\uc5d0 \ubd80\ud569\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: Intel\uc740 Xeon 6 \ud504\ub85c\uc138\uc11c\uc5d0 TDX Connect\ub97c \ud65c\uc131\ud654\ud558\uc5ec, \uae30\ubc00 \uac00\uc0c1 \uba38\uc2e0\uacfc PCIe \uc7a5\uce58 \uac04\uc758 \uc554\ud638\ud654\ub41c \ud1b5\uc2e0\uc744 \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 11\uc6d4: Arcium\uc740 Inpher\uc758 \uae30\uc220\uacfc \uc778\ub825\uc744 \uc778\uc218\ud558\uc5ec, \uace0\uae09 \ub2e4\uc790\uac04 \uacc4\uc0b0\uc744 \ud1b5\ud574 \ubd84\uc0b0\ud615 \uae30\ubc00 \ucef4\ud4e8\ud305\uc744 \uac15\ud654\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774\ub7ec\ud55c \uc2dc\uc7a5 \ub3d9\ud5a5\uacfc \uae30\uc220 \ubc1c\uc804\uc740 \uae30\ubc00 \ucef4\ud4e8\ud305\uc774 \ubbf8\ub798 \ub370\uc774\ud130 \ubcf4\uc548 \ubc0f \uac1c\uc778 \uc815\ubcf4 \ubcf4\ud638\uc758 \ud575\uc2ec \uae30\uc220\ub85c \uc790\ub9ac\ub9e4\uae40\ud560 \uac83\uc784\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \uae30\ubc00 \ucef4\ud4e8\ud305(Confidential Computing) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uae30\ubc00 \ucef4\ud4e8\ud305\uc740 \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305 \uae30\uc220\uc758 \uc77c\uc885\uc73c\ub85c, \ub370\uc774\ud130 \ucc98\ub9ac \uacfc\uc815\uc5d0\uc11c \ubcf4\ud638\ub41c \uc911\uc559 \ucc98\ub9ac \uc7a5\uce58(CPU) \ub0b4\uc5d0 \ub370\uc774\ud130\ub97c \uaca9\ub9ac\ud558\uc5ec \ucc98\ub9ac \uc911\uc778 \ub370\uc774\ud130\uc640 \ucc98\ub9ac \ubc29\uc2dd \ubaa8\ub450\ub97c \uc548\uc804\ud558\uac8c \ubcf4\ud638\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ub9e4\uac1c\ubcc0\uc218, \uc131\uc7a5 \ub3d9\uc778, \uc8fc\uc694 \ubca4\ub354\ub97c \ucd94\uc801\ud558\uba70, COVID-19 \ubc0f \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc804\ubc18\uc801\uc778 \uc601\ud5a5\ub3c4 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uae30\ubc00 \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \ub370\uc774\ud130 \uce68\ud574 \ube48\ub3c4 \ubc0f \ube44\uc6a9\uc758 \uae09\uc99d, \uba40\ud2f0 \ud074\ub77c\uc6b0\ub4dc \ud658\uacbd\uc5d0\uc11c \uc0ac\uc6a9 \uc911\uc778 \ub370\uc774\ud130 \uc554\ud638\ud654 \uc694\uad6c \uc99d\ub300, GPU \ub4f1\uae09 TEE(Trusted Execution Environments)\ub97c \ud1b5\ud55c \uae30\ubc00 AI(Confidential AI) \uc0ac\uc6a9 \uc0ac\ub840\uc758 \ud655\uc7a5, \uaddc\uc81c \uc0b0\uc5c5(\uc608: \uae08\uc735)\uc5d0\uc11c\uc758 \uc5f0\ud569 \ubd84\uc11d(Federated Analytics) \uc218\uc694 \uc99d\uac00, EU \ubc0f MEA \uc9c0\uc5ed\uc758 \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc(Sovereign-cloud) \uc774\ub2c8\uc154\ud2f0\ube0c\uc5d0 \ub530\ub978 \uae30\ubc00 \ucef4\ud4e8\ud305 \uc758\ubb34\ud654, \uadf8\ub9ac\uace0 \ubd84\uc0b0\ud615 AI \ubc0f \ube14\ub85d\uccb4\uc778 \ud658\uacbd\uc5d0\uc11c \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uc624\ud504\uccb4\uc778(off-chain) \ucef4\ud4e8\ud305\uc758 \ud544\uc694\uc131\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788, AI \uc6cc\ud06c\ub85c\ub4dc\uc758 \uc131\ub2a5 \uc624\ubc84\ud5e4\ub4dc\uac00 7% \ubbf8\ub9cc\uc73c\ub85c \uac10\uc18c\ud558\ub294 \ud558\ub4dc\uc6e8\uc5b4 \ubc1c\uc804\uc740 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud558\ub294 \ud575\uc2ec \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d:<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 \ucd08\uae30 \ud558\ub4dc\uc6e8\uc5b4 \ubc0f \ud1b5\ud569 \ube44\uc6a9 \ubd80\ub2f4, \uc131\ub2a5 \uc624\ubc84\ud5e4\ub4dc \ubc0f \uc81c\ud55c\uc801\uc778 \uc6cc\ud06c\ub85c\ub4dc \uc801\ud569\uc131, \uad50\ucc28 \uacf5\uae09\uc5c5\uccb4 \uac04 \uc99d\uba85 \ud45c\uc900\uc758 \ubd80\uc7ac, \uadf8\ub9ac\uace0 \uacf5\uae09\ub9dd \uc2e0\ub8b0 \uaca9\ucc28 \ubc0f \uc0ac\uc774\ub4dc \ucc44\ub110(side-channel) \uacf5\uaca9\uc5d0 \ub300\ud55c \uc6b0\ub824\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uc131\uc7a5 \uc608\uce21:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \ub2e4\uc74c\uacfc \uac19\uc740 \ub2e4\uc591\ud55c \uae30\uc900\uc73c\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<br \/>\n*   \uad6c\uc131 \uc694\uc18c\ubcc4: \ud558\ub4dc\uc6e8\uc5b4, \uc18c\ud504\ud2b8\uc6e8\uc5b4, \uc11c\ube44\uc2a4<br \/>\n*   \ubc30\ud3ec \ubaa8\ub4dc\ubcc4: \ud074\ub77c\uc6b0\ub4dc, \uc628\ud504\ub808\ubbf8\uc2a4<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: BFSI, \uc815\ubd80 \ubc0f \uad6d\ubc29, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc0dd\uba85 \uacfc\ud559, IT \ubc0f \ud1b5\uc2e0, \uc81c\uc870, \uc18c\ub9e4 \ubc0f \uc804\uc790\uc0c1\uac70\ub798, \uae30\ud0c0 \uc0b0\uc5c5<br \/>\n*   \ubcf4\uc548 \uba54\ucee4\ub2c8\uc998\ubcc4: \uc2e0\ub8b0 \uc2e4\ud589 \ud658\uacbd(TEE), \uae30\ubc00 \uac00\uc0c1 \uba38\uc2e0(Confidential Virtual Machines), \ub3d9\ud615 \uc554\ud638\ud654 \uac00\uc18d\uae30(Homomorphic Encryption Accelerators), \ubcf4\uc548 \ub2e4\uc790\uac04 \ucef4\ud4e8\ud14c\uc774\uc158 \ud50c\ub7ab\ud3fc(Secure Multiparty Computation Platforms)<br \/>\n*   \uc9c0\uc5ed\ubcc4: \ubd81\ubbf8(\ubbf8\uad6d, \uce90\ub098\ub2e4, \uba55\uc2dc\ucf54), \ub0a8\ubbf8(\ube0c\ub77c\uc9c8, \uc544\ub974\ud5e8\ud2f0\ub098 \ub4f1), \uc720\ub7fd(\ub3c5\uc77c, \uc601\uad6d, \ud504\ub791\uc2a4 \ub4f1), \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591(\uc911\uad6d, \uc77c\ubcf8, \uc778\ub3c4, \ud55c\uad6d \ub4f1), \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc5d0 \ub530\ub974\uba74, \uae30\ubc00 \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 62.74%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubd80\ubb38\uc740 2025\ub144 \uae30\uc900 43.90%\uc758 \uac00\uc7a5 \ub192\uc740 \uc218\uc775 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294\ub370, \uc774\ub294 \uae30\uc874 \uc778\ud504\ub77c\uc5d0 \uc27d\uac8c \uc801\uc6a9 \uac00\ub2a5\ud55c \uac00\uc0c1\ud654 \uacc4\uce35 \ub3c4\uad6c\uc758 \uc774\uc810 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uc591\uc790 \ubcf4\uc548 \uae30\uc220\uc5d0 \ub300\ud55c \ub300\uaddc\ubaa8 \uacf5\uacf5 \uc790\uae08 \uc9c0\uc6d0\uacfc \uc801\uadf9\uc801\uc778 \ub514\uc9c0\ud138 \uc804\ud658 \ud504\ub85c\uadf8\ub7a8\uc5d0 \ud798\uc785\uc5b4 \uc5f0\ud3c9\uade0 66.10%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uc548 \uba54\ucee4\ub2c8\uc998 \ube44\uad50:<br \/>\n\ubcf4\uace0\uc11c\ub294 TEE\uc640 \ub3d9\ud615 \uc554\ud638\ud654 \uac00\uc18d\uae30\uc758 \ucc28\uc774\uc810\ub3c4 \uc124\uba85\ud569\ub2c8\ub2e4. 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