{"id":55249,"date":"2026-02-24T10:22:20","date_gmt":"2026-02-24T10:22:20","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/global-25d-and-3d-semiconductor-packaging-market-mordor\/"},"modified":"2026-10-02T00:17:21","modified_gmt":"2026-10-01T15:17:21","slug":"global-25d-and-3d-semiconductor-packaging-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/global-25d-and-3d-semiconductor-packaging-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 2.5D \ubc0f 3D \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2026 &#8211; 2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/global-25d-and-3d-semiconductor-packaging-market-1755005307306-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\/global-25d-and-3d-semiconductor-packaging-market-size-image-1770996379437.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/li>\n<li class=\"toc-level-2\">1.2 \uc5f0\uad6c \ubc94\uc704<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 \ucd08\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\ub97c \uc694\uad6c\ud558\ub294 AI\/ML \uc6cc\ud06c\ub85c\ub4dc<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \uc6e8\uc5b4\ub7ec\ube14 \uc18c\ud615\ud654<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc790\ub3d9\ucc28 ADAS \uc804\ub3d9\ud654 \ucd94\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc591\uc0b0 \uc2dc\ud5d8 \ub2e8\uacc4\uc5d0 \uc9c4\uc785\ud558\ub294 \uae00\ub77c\uc2a4 \ucf54\uc5b4 \uae30\ud310<\/li>\n<li class=\"toc-level-3\">4.2.5 \ubbf8\uad6d \uad6d\ubc29\ubd80\uc758 \uad6d\ub0b4 3D-IC OSAT\uc5d0 \ub300\ud55c \ubcf4\uc548 \uce69 \uc758\ubb34\ud654<\/li>\n<li class=\"toc-level-3\">4.2.6 \uce69\ub81b \uc124\uacc4\uc758 \ube60\ub978 \ucc44\ud0dd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.3.1 TSV\/\uc778\ud130\ud3ec\uc800 \ud339\uc5d0 \ub300\ud55c CapEx \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.3.2 \ud14c\uc2a4\ud2b8\ub97c \uc704\ud55c \uc124\uacc4 \ubcf5\uc7a1\uc131 \ubc0f \uc218\uc728 \uc190\uc2e4<\/li>\n<li class=\"toc-level-3\">4.3.3 \uae00\ub85c\ubc8c \uc778\ud130\ud3ec\uc800 \uc2e4\ub9ac\ucf58 \uc789\uacf3 \ubd80\uc871 \ubb38\uc81c<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc5f4 \uad00\ub9ac \ubc0f \uc2e0\ub8b0\uc131 \ud55c\uacc4<\/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 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<\/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 \ud328\ud0a4\uc9d5 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 2.5D \uc778\ud130\ud3ec\uc800 \/ FO-SoW (CoWoS, EMIB, InFO-SoW, \uae30\ud0c0 \uc778\ud130\ud3ec\uc800\/\ud32c\uc544\uc6c3 \uc628 \uc11c\ube0c\uc2a4\ud2b8\ub808\uc774\ud2b8 \ud3ec\ud568)<\/li>\n<li class=\"toc-level-3\">5.1.2 3D \uc2a4\ud0dd\ud615 (TSV \/ \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub4dc) (SoIC, Foveros, HBM\uacfc \uac19\uc740 \uc2a4\ud0dd\ud615 DRAM \ud3ec\ud568)<\/li>\n<li class=\"toc-level-3\">5.1.3 \uc6e8\uc774\ud37c \ub808\ubca8 CSP<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uac00\uc804\uc81c\ud488<\/li>\n<li class=\"toc-level-3\">5.2.2 \ub370\uc774\ud130 \uc13c\ud130 \ubc0f HPC<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud1b5\uc2e0 \ubc0f \ud154\ub808\ucf64<\/li>\n<li class=\"toc-level-3\">5.2.4 \uc790\ub3d9\ucc28 \ubc0f ADAS<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc758\ub8cc \uae30\uae30<\/li>\n<li class=\"toc-level-3\">5.2.6 \uc0b0\uc5c5 \ubc0f IoT<\/li>\n<li class=\"toc-level-3\">5.2.7 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uace0\uc131\ub2a5 \ub85c\uc9c1(CPU, GPU, AI \uac00\uc18d\uae30, ASIC, FPGA)<\/li>\n<li class=\"toc-level-3\">5.3.2 \uba54\ubaa8\ub9ac (HBM, DRAM \uc2a4\ud0dd, 3D NAND)<\/li>\n<li class=\"toc-level-3\">5.3.3 RF \ubc0f \ud3ec\ud1a0\ub2c9\uc2a4<\/li>\n<li class=\"toc-level-3\">5.3.4 \ud63c\ud569 \uc2e0\ud638 \ubc0f \uc13c\uc11c \ud1b5\ud569 (ADC\/DAC \ud63c\ud569 \uc2e0\ud638 IC, MEMS \uc13c\uc11c, \uc13c\uc11c \ud5c8\ube0c \ud328\ud0a4\uc9c0)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \ubd81\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.4.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.4.1.3 \uba55\uc2dc\ucf54<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc720\ub7fd\n<ul>\n<li class=\"toc-level-4\">5.4.2.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.4.2.2 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.4.2.3 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.2.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.4.2.5 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591\n<ul>\n<li class=\"toc-level-4\">5.4.3.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.4.3.3 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.3.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.4.3.5 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.4 \ub0a8\ubbf8\n<ul>\n<li class=\"toc-level-4\">5.4.4.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.4.4.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.4.4.3 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc911\ub3d9\n<ul>\n<li class=\"toc-level-4\">5.4.5.1 \uc774\uc2a4\ub77c\uc5d8<\/li>\n<li class=\"toc-level-4\">5.4.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.4.5.3 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.5.4 \uae30\ud0c0 \uc911\ub3d9<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-3\">5.4.6 \uc544\ud504\ub9ac\uce74\n<ul>\n<li class=\"toc-level-4\">5.4.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.4.6.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-4\">5.4.6.3 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uacf5\uae09\uc5c5\uccb4 \ud3ec\uc9c0\uc154\ub2dd \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \ud68c\uc0ac \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 Advanced Semiconductor Engineering Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Amkor Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.3 Taiwan Semiconductor Manufacturing Company Limited<\/li>\n<li class=\"toc-level-3\">6.4.4 \uc0bc\uc131\uc804\uc790 \uc8fc\uc2dd\ud68c\uc0ac<\/li>\n<li class=\"toc-level-3\">6.4.5 Intel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 Siliconware Precision Industries Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 Powertech Technology Inc.<\/li>\n<li class=\"toc-level-3\">6.4.8 Jiangsu Changjiang Electronics Technology Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.9 GlobalFoundries Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 United Microelectronics Corporation<\/li>\n<li class=\"toc-level-3\">6.4.11 Tezzaron Semiconductor Corporation<\/li>\n<li class=\"toc-level-3\">6.4.12 STATS ChipPAC Pte. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 TongFu Microelectronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.14 \ud558\ub098\ub9c8\uc774\ud06c\ub860<\/li>\n<li class=\"toc-level-3\">6.4.15 Kulicke and Soffa Industries 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>2.5D \ubc0f 3D \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc740 \uc778\uacf5\uc9c0\ub2a5(AI) \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130, \uc790\ub3d9\ucc28 \uc13c\uc11c \uc735\ud569 \ud50c\ub7ab\ud3fc, \uacf5\uac04 \uc81c\uc57d\uc774 \uc788\ub294 \ubaa8\ubc14\uc77c \uae30\uae30 \ub4f1\uc758 \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 2025\ub144 111.2\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 127.4\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 251.8\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \uc774\ub294 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 14.6%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ub098\ud0c0\ub0bc \uac83\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc778\ud130\ud3ec\uc800 \uc6a9\ub7c9, \uce69\ub81b \ud45c\uc900, \uc5f4 \ud6a8\uc728\uc801\uc778 \uae30\ud310\uc5d0 \ub300\ud55c \uc0dd\ud0dc\uacc4 \uc804\ubc18\uc758 \ud22c\uc790\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac \uae30\uc5c5\ub4e4\uc740 \ub9c8\uc9c4 \ud655\ubcf4\uc640 \ub85c\ub4dc\ub9f5 \ud1b5\uc81c\ub97c \uc704\ud574 \ud328\ud0a4\uc9d5\uc744 \ub0b4\uc7ac\ud654\ud558\uace0 \uc788\uc73c\uba70, OSAT(Outsourced Semiconductor Assembly and Test) \uae30\uc5c5\ub4e4\uc740 \uc790\ub3d9\ucc28 \ubc0f \ud3ec\ud1a0\ub2c9\uc2a4 \ubd84\uc57c\uc758 \ud2b9\uc218 \uc870\ub9bd\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d, \uc720\ub7fd, \uc544\uc2dc\uc544 \uc815\ubd80\uc758 \ubcf4\uc870\uae08\uc740 \uc9c0\uc5ed \ub2e4\uac01\ud654\ub97c \uc9c0\uc6d0\ud558\uc9c0\ub9cc, \uc2e4\ub9ac\ucf58 \uc778\ud130\ud3ec\uc800 \ubd80\uc871\uacfc \ub0c9\uac01 \ud55c\uacc4\ub294 \ub2e8\uae30\uc801\uc778 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae00\ub798\uc2a4 \ucf54\uc5b4 \uae30\ud310, \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529, \uacf5\ub3d9 \ud328\ud0a4\uc9d5 \uad11\ud559(co-packaged optics)\uc774 \ub300\ub7c9 \ucc44\ud0dd\ub428\uc5d0 \ub530\ub77c, \ud5a5\ud6c4 10\ub144\uac04 \uc2dc\uc2a4\ud15c \uc131\ub2a5\uc740 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ubc00\ub3c4\ubcf4\ub2e4\ub294 \ud328\ud0a4\uc9d5 \ud601\uc2e0\uc5d0 \uc758\ud574 \uc88c\uc6b0\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ubd84\uc11d:<\/p>\n<p>Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ud328\ud0a4\uc9d5 \uae30\uc220\ubcc4: 3D TSV(Through-Silicon Via) \uc2a4\ud0dc\ud0b9\uc740 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 43.72%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 14.85%\ub85c \uc131\uc7a5\ud558\uba70 \uc120\ub450\ub97c \uc720\uc9c0\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \ub370\uc774\ud130 \uc13c\ud130 \ubc0f \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC)\uc774 2025\ub144 \ub9e4\ucd9c\uc758 37.35%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc790\ub3d9\ucc28 \ubc0f ADAS(\ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c) \ubd80\ubb38\uc774 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 15.62%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc751\uc6a9 \ubd84\uc57c\ubcc4: \uace0\uc131\ub2a5 \ub85c\uc9c1\uc774 2025\ub144 \uc2dc\uc7a5\uc758 50.45%\ub97c \uc810\uc720\ud588\uc73c\uba70, RF \ubc0f \ud3ec\ud1a0\ub2c9\uc2a4 \ubd84\uc57c\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 16.75%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \uc2dc\uc7a5\uc758 60.05%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc73c\uba70, \ubd81\ubbf8 \uc9c0\uc5ed\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 15.2%\ub85c \uac00\uc7a5 \uac15\ub825\ud55c \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\ub825:<\/p>\n<p>1.  \ucd08\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\ub97c \uc694\uad6c\ud558\ub294 AI\/ML \uc6cc\ud06c\ub85c\ub4dc: 1\uc870 \uac1c \uc774\uc0c1\uc758 \ud30c\ub77c\ubbf8\ud130\ub97c \uac00\uc9c4 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud6c8\ub828 \ubaa8\ub378\uc740 \uae30\uc874 DDR \uc778\ud130\ud398\uc774\uc2a4\uc758 \ud55c\uacc4\ub97c \ub118\uc5b4 GPU \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 HBM3 \uc2a4\ud0dd\uacfc \ub85c\uc9c1\uc744 \uacf5\ub3d9 \ud328\ud0a4\uc9d5\ud558\uc5ec \uc18c\ucf13\ub2f9 3TB\/s\uc758 \ub300\uc5ed\ud3ed\uc744 \uc81c\uacf5\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSV \uae30\uc220\uc740 \ud2b8\ub808\uc774\uc2a4 \uae38\uc774\ub97c \ub2e8\ucd95\ud558\uace0 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc904\uc5ec \uc2dc\uc2a4\ud15c \uc804\ub825 \uc608\uc0b0\uc744 15% \uc808\uac10\ud558\uba70, CoWoS \ubc0f Foveros \ud50c\ub7ab\ud3fc\uc740 \uba54\ubaa8\ub9ac\uc640 \uac00\uc18d\uae30 \ub2e4\uc774\ub97c \uacf5\uc720 \uc778\ud130\ud3ec\uc800\uc5d0 \ubc30\uce58\ud558\uc5ec \uc5e3\uc9c0 \ucd94\ub860 \uc7a5\uce58\uc5d0\ub3c4 \uc774\uc810\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc0bc\uc131\uacfc SK\ud558\uc774\ub2c9\uc2a4\uc758 PIM(Processing-in-Memory) \ud504\ub85c\ud1a0\ud0c0\uc785\uc740 \ub85c\uc9c1\uacfc \uc2a4\ud1a0\ub9ac\uc9c0\uc758 \uacbd\uacc4\ub97c \ud5c8\ubb3c\uba70, 2.5D \ubc0f 3D \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5\uc774 \uc131\ub2a5 \ubcd1\ubaa9 \ud604\uc0c1\uc744 \ud574\uc18c\ud558\ub294 \ud575\uc2ec \uc5ed\ud560\uc744 \ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n2.  \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc758 \uc18c\ud615\ud654: \ud504\ub9ac\ubbf8\uc5c4 \uc2a4\ub9c8\ud2b8\ud3f0\uc740 SiP(System-in-Package) \ubaa8\ub4c8 \ub0b4\ubd80\uc5d0 50\uac1c \uc774\uc0c1\uc758 \uae30\ub2a5\uc744 \ud1b5\ud569\ud558\uc5ec \ubcf4\ub4dc \uba74\uc801\uc744 40% \ucd95\uc18c\ud558\uace0 \ud32c\uc544\uc6c3 \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9d5(FoWLP)\uc744 \ud1b5\ud574 Z-\ub192\uc774\ub97c 0.5mm \ubbf8\ub9cc\uc73c\ub85c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8\uc6cc\uce58\ub294 100mm\u00b2 \ubbf8\ub9cc\uc758 \ud328\ud0a4\uc9c0\uc5d0 \ub77c\ub514\uc624, \uc13c\uc11c, \uc804\ub825 \uad00\ub9ac \uae30\ub2a5\uc744 \uc774\uc885 \ud1b5\ud569\ud574\uc57c \ud558\ub294 \ub354 \ub192\uc740 \ubc00\ub3c4\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \ucc28\uc138\ub300 \uc6e8\uc5b4\ub7ec\ube14\uc744 \uc704\ud55c \uc2e0\ucd95\uc131 \uc804\uc790\uc81c\ud488\uc740 \uc720\uae30 \uae30\ud310\uc73c\ub85c\ub294 \ucda9\uc871\ud560 \uc218 \uc5c6\ub294 \uae30\uacc4\uc801 \ubcc0\ud615 \uc81c\uc57d\uc744 \ucd94\uac00\ud558\uc5ec, \ub4a4\ud2c0\ub9bc\uc5d0 \uac15\ud55c RDL-first \ud32c\uc544\uc6c3 \uacf5\uc815\uc758 \ucc44\ud0dd\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n3.  \uc790\ub3d9\ucc28 ADAS\uc758 \uc804\ub3d9\ud654 \ucd94\uc9c4: \ub808\ubca8 4 \uc790\uc728\uc8fc\ud589 \uc2a4\ud0dd\uc740 \uacac\uace0\ud55c BGA \ud48b\ud504\ub9b0\ud2b8 \ub0b4\uc5d0 CPU, GPU, LPDDR \uba54\ubaa8\ub9ac\ub97c \uacf5\ub3d9 \ud328\ud0a4\uc9d5\ud558\ub294 125 TOPS \ub3c4\uba54\uc778 \ucee8\ud2b8\ub864\ub7ec\uc5d0\uc11c \ucd08\ub2f9 \ucd5c\ub300 2,300\ud504\ub808\uc784\uc758 \uce74\uba54\ub77c \ub370\uc774\ud130\ub97c \ucc98\ub9ac\ud569\ub2c8\ub2e4. \uc804\uae30 \uad6c\ub3d9\uacc4\ub294 100kHz \uc774\uc0c1\uc73c\ub85c \uc2a4\uc704\uce6d\ud558\ub294 800V SiC \uc804\ub825 \ubaa8\ub4c8\ub85c \uc804\ud658\ub418\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc800\uc778\ub355\ud134\uc2a4 \ub808\uc774\uc544\uc6c3\uc744 \uac00\uc9c4 \ubab0\ub4dc SiC \ud328\ud0a4\uc9c0\ub9cc \uacac\ub51c \uc218 \uc788\ub294 200\u00b0C \uc811\ud569 \uc628\ub3c4\ub97c \uc0dd\uc131\ud569\ub2c8\ub2e4. \uc790\ub3d9\ucc28 \uc778\uc99d\uc740 15\ub144\uc758 \ud544\ub4dc \uc218\uba85\uc744 \uc694\uad6c\ud558\uba70, \uc911\uc559 \uc9d1\uc911\uc2dd \uad6c\uc5ed \ucef4\ud4e8\ud305\uc740 ADAS, \uc778\ud3ec\ud14c\uc778\uba3c\ud2b8 \ubc0f \ubc30\ud130\ub9ac \uad00\ub9ac\uac00 \ud1b5\ud569\ub428\uc5d0 \ub530\ub77c 2.5D \ubc0f 3D \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc73c\ub85c \ub354 \ub9ce\uc740 \ucf58\ud150\uce20\ub97c \uc720\uc785\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n4.  \uae00\ub798\uc2a4 \ucf54\uc5b4 \uae30\ud310\uc758 \uc591\uc0b0 \uc2dc\ud5d8 \uc9c4\uc785: \uae00\ub798\uc2a4 \ucf54\uc5b4\ub294 \uc720\uae30 BT \ub77c\ubbf8\ub124\uc774\ud2b8\uc5d0 \ube44\ud574 \uc720\uc804 \uc190\uc2e4\uc744 \uc808\ubc18\uc73c\ub85c \uc904\uc774\uace0 \uc2e4\ub9ac\ucf58\uc758 \uc5f4\ud33d\ucc3d \uacc4\uc218\uc640 \uc77c\uce58\ud558\uc5ec \ub4a4\ud2c0\ub9bc \uc5c6\uc774 10,000 \ube44\uc544\/mm\u00b2\uc758 \uc0c1\ud638 \uc5f0\uacb0 \ubc00\ub3c4\ub97c \uad6c\ud604\ud569\ub2c8\ub2e4. 2026\ub144 \uc11c\ubc84 \ubc30\uce58\ub97c \uc704\ud574 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0\uc11c \ucd08\uae30 \uc0dd\uc0b0\uc774 \uc9c4\ud589 \uc911\uc774\uba70, \ud1b5\ud569 \uad11 \ub3c4\ud30c\uad00\uc740 \uacf5\ub3d9 \ud328\ud0a4\uc9d5 \uad11\ud559\uc744 \uc9c0\uc6d0\ud558\uc5ec 112G PAM4 \uc774\uc0c1\uc758 \uc628\ubcf4\ub4dc \uad6c\ub9ac \ub3c4\ub2ec \uac70\ub9ac\ub97c \ub2e8\ucd95\ud569\ub2c8\ub2e4. \ub354 \uc587\uc740 Z-\ub450\uaed8\ub294 \uc5f4 \uacbd\ub85c\ub97c \uac1c\uc120\ud558\uc5ec \uc9c1\uc811 \ub2e4\uc774 \uc561\uccb4 \ub0c9\uac01\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<\/p>\n<p>1.  TSV\/\uc778\ud130\ud3ec\uc800 \ud339\uc758 \uc790\ubcf8 \uc9c0\ucd9c(CapEx) \uc99d\uac00: \uac1c\ubcc4 CoWoS \ub77c\uc778\uc740 \ud45c\uc900 \uc870\ub9bd \uc6a9\ub7c9\uc758 3~4\ubc30\uc5d0 \ub2ec\ud558\uba70, \uc0ac\uc774\ud2b8\ub2f9 \ucd1d \ud22c\uc790\uc561\uc744 100\uc5b5 \ub2ec\ub7ec\uae4c\uc9c0 \ub04c\uc5b4\uc62c\ub9bd\ub2c8\ub2e4. \uac10\uac00\uc0c1\uac01 \uae30\uac04\uc774 10\ub144\uc73c\ub85c \uae38\uc5b4\uc838 OSAT \uae30\uc5c5\ub4e4\uc740 \ub192\uc740 \uace0\uc815 \ube44\uc6a9\uc5d0 \ubb36\uc5ec \uac00\uaca9 \ubbfc\ucca9\uc131\uc774 \uc800\ud574\ub429\ub2c8\ub2e4. \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4 \uacfc\uc810\uc740 \uc7a5\ube44 \ub9ac\ub4dc \ud0c0\uc784\uc744 18\uac1c\uc6d4 \uc774\uc0c1\uc73c\ub85c \ub298\ub824 \uacf5\uae09\ub9dd \uc704\ud5d8\uc744 \ub192\uc774\uba70, \uc18c\uaddc\ubaa8 \uc870\ub9bd\uc5c5\uccb4\ub4e4\uc758 \uc2dc\uc7a5 \uc9c4\uc785\uc744 \uc5b4\ub835\uac8c \ud569\ub2c8\ub2e4.<br \/>\n2.  \ud14c\uc2a4\ud2b8\ub97c \uc704\ud55c \uc124\uacc4(Design-for-Test) \ubcf5\uc7a1\uc131 \ubc0f \uc218\uc728 \uc190\uc2e4: \uc2a4\ud0dd\ud615 SoC\uc758 KGD(Known-Good-Die) \ud14c\uc2a4\ud2b8 \ucee4\ubc84\ub9ac\uc9c0\ub294 90% \ubbf8\ub9cc\uc5d0 \uba38\ubb3c\ub7ec, \ud558\ub098\uc758 \ubd88\ub7c9 \ub808\uc774\uc5b4\uac00 1,000\ub2ec\ub7ec \uc0c1\ub2f9\uc758 \uc5b4\uc148\ube14\ub9ac\ub97c \ud3d0\uae30\uc2dc\ud0ac \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ucd94\uac00\uc801\uc778 TSV \ud504\ub85c\ube0c\ub294 \ub2e4\uc774 \uba74\uc801\uacfc IO \uc218\ub97c \uc99d\uac00\uc2dc\ucf1c \ubc00\ub3c4 \uc774\uc810\uc744 \uc0c1\uc1c4\ud558\uba70, \uce69\ub81b \uacf5\uae09\uc5c5\uccb4 \uac04\uc758 \ub3c5\uc810\uc801\uc778 \ud14c\uc2a4\ud2b8 IP\ub294 \uc0c1\ud638 \uc6b4\uc6a9\uc131\uc744 \ubc29\ud574\ud569\ub2c8\ub2e4.<br \/>\n3.  \uc2e4\ub9ac\ucf58 \uc778\ud130\ud3ec\uc800 \uc789\uacf3 \ubd80\uc871: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uacf5\uae09\ub9dd\uc5d0\uc11c \uc2e4\ub9ac\ucf58 \uc778\ud130\ud3ec\uc800 \uc789\uacf3 \ubd80\uc871\uc740 \ub2e8\uae30\uc801\uc778 \uc81c\uc57d \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n4.  \uc5f4 \uad00\ub9ac \uc2e0\ub8b0\uc131 \ud55c\uacc4: \uace0\uc804\ub825 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0\uc11c \uc5f4 \uad00\ub9ac\uc758 \uc2e0\ub8b0\uc131 \ud55c\uacc4\ub294 \uc7a5\uae30\uc801\uc778 \uacfc\uc81c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \uc2dc\uc7a5 \ubd84\uc11d:<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \ub9e4\ucd9c\uc758 60.05%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc2b5\ub2c8\ub2e4. \ub300\ub9cc\uc758 CoWoS \ub77c\uc778\uacfc \ub9d0\ub808\uc774\uc2dc\uc544\uc758 \uae00\ub85c\ubc8c \ud6c4\uacf5\uc815 \uc0dd\uc0b0\ub7c9 13% \uc810\uc720\uc728\uc5d0 \ud798\uc785\uc740 \ubc14 \ud07d\ub2c8\ub2e4. \ubca0\ud2b8\ub0a8\uacfc \ud0dc\uad6d\uc758 \uc778\uc13c\ud2f0\ube0c\uac00 \uae30\ud310 \ubc0f \ud14c\uc2a4\ud2b8 \uc6a9\ub7c9\uc744 \ucd94\uac00\ud558\uba74\uc11c 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 15.14%\uc758 \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: CHIPS Act \ubcf4\uc870\uae08\uc5d0 \ud798\uc785\uc5b4 \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc758 \uc624\ud558\uc774\uc624 \ub2e8\uc9c0\uc640 \uc570\ucf54(Amkor)\uc758 20\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc560\ub9ac\uc870\ub098 \uacf5\uc7a5\uc740 \ud604\uc9c0 \uc0dd\uc0b0\ub7c9\uc744 20% \uc99d\uac00\uc2dc\ud0ac \uac83\uc785\ub2c8\ub2e4. \uad6d\ubc29 \ud328\ud0a4\uc9d5 \uc758\ubb34\ub294 \ubcf4\uc548 \uc6cc\ud06c\ub85c\ub4dc\ub97c \ubbf8\uad6d \ub0b4\uc5d0 \uc9d1\uc911\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, SK\ud558\uc774\ub2c9\uc2a4\uc758 \uce94\uc790\uc2a4 \uc2dc\uc124 \uacc4\ud68d\uc740 \uc8fc\uc694 \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130 \uc13c\ud130 \uace0\uac1d \uadfc\ucc98\uc5d0\uc11c HBM-\ub85c\uc9c1 \uc870\ub9bd\uc744 \ud655\ub300\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc790\ub3d9\ucc28 \ubc0f \uc0b0\uc5c5 \uc2e0\ub8b0\uc131\uc5d0 \uc911\uc810\uc744 \ub450\uba70, \ub3c5\uc77c\uc758 \uc2e4\ub9ac\ucf58 \uc791\uc13c(Silicon Saxony)\uacfc \ub124\ub35c\ub780\ub4dc\uc758 \ud3ec\ud1a0\ub2c9\uc2a4 \ud074\ub7ec\uc2a4\ud130\uac00 Horizon Europe \uae30\uae08\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc758 \uc810\uc720\uc728\uc740 \uc544\uc2dc\uc544\uc5d0 \ube44\ud574 \ub0ae\uc9c0\ub9cc, \uace0\uc2e0\ub8b0\uc131 \ubd80\ubb38\uc5d0\uc11c EU \ucf58\ud150\uce20\uac00 \uc99d\uac00\ud558\uc5ec \uc9c0\uc5ed 2.5D \ubc0f 3D \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5 \uaddc\ubaa8\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc2e0\ud765 \uc9c0\uc5ed: \ub0a8\ubbf8, \uc911\ub3d9, \uc544\ud504\ub9ac\uce74 \ub4f1 \uc2e0\ud765 \uc9c0\uc5ed\uc740 \uc644\uc81c\ud488 \ud328\ud0a4\uc9d5 \uc7a5\uce58\ub97c \uc218\uc785\ud558\uc9c0\ub9cc, \ucd5c\uc885 \ud14c\uc2a4\ud2b8\ub97c \ud604\uc9c0\ud654\ud558\uae30 \uc704\ud55c \ud22c\uc790\ub97c \uc720\uce58\ud558\uc5ec \uc804 \uc138\uacc4\uc801\uc73c\ub85c \uc9d1\uc911\ub41c \uacf5\uae09\ub9dd\uc758 \uc704\ud5d8\uc744 \uc810\uc9c4\uc801\uc73c\ub85c \ubd84\uc0b0\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<\/p>\n<p>2.5D \ubc0f 3D \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub3c4\ub97c \ubcf4\uc774\uba70, \uc0c1\uc704 5\uac1c \uacf5\uae09\uc5c5\uccb4\uac00 \uc804\uccb4 \ub9e4\ucd9c\uc758 \uc57d 60%\ub97c \ucc28\uc9c0\ud569\ub2c8\ub2e4. TSMC, \uc778\ud154, \uc0bc\uc131\uacfc \uac19\uc740 \ud30c\uc6b4\ub4dc\ub9ac \ud1b5\ud569 \uc5c5\uccb4\ub4e4\uc740 \uc6e8\uc774\ud37c\uc640 \ud328\ud0a4\uc9c0\ub97c \ubb36\uc5b4 AI \uac00\uc18d\uae30 \uc2dc\uc7a5\uc5d0\uc11c \ud504\ub9ac\ubbf8\uc5c4 \uac00\uaca9\uc744 \ucc45\uc815\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. OSAT \uae30\uc5c5\ub4e4\uc740 \ud2c8\uc0c8\uc2dc\uc7a5\uc744 \uacf5\ub7b5\ud558\uc5ec \ub300\uc751\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. ASE\ub294 \uce69\ub81b \uc870\ub9bd \ud750\ub984\uc744, \uc570\ucf54\ub294 \uc790\ub3d9\ucc28 AEC-Q100 \ub77c\uc778\uc744, JCET\ub294 \uc911\uad6d \ub0b4\uc218 \uc2dc\uc7a5\uc744 \uacf5\ub7b5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc790\ubcf8 \uc9d1\uc57d\ub3c4\ub294 \uacfc\uac70\uc758 \ube44\uc6a9 \uc6b0\uc704\ub97c \ud76c\uc11d\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uae30\ud310 \uacf5\uae09\uc5c5\uccb4 \ubc0f \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\uc640\uc758 \ud30c\ud2b8\ub108\uc2ed\uc744 \uac15\uc694\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2c8\uc0c8 \uc2dc\uc7a5 \uc9c4\uc785\uc790\ub4e4\uc740 \ub300\ub7c9 \uc0dd\uc0b0 \ub9ac\ub354\ub4e4\uc774 \ucda9\ubd84\ud788 \uc11c\ube44\uc2a4\ud558\uc9c0 \ubabb\ud558\ub294 \ud3ec\ud1a0\ub2c9\uc2a4, \uc0dd\uccb4 \uc758\ud559 \ubc0f \ubc29\uc0ac\uc120 \uacbd\ud654 \uae30\ud68c\ub97c \ubaa9\ud45c\ub85c \ud569\ub2c8\ub2e4. \uc774\uc81c \uacbd\uc7c1 \uc6b0\uc704\ub294 \ub178\ub3d9 \ube44\uc6a9\ubcf4\ub2e4\ub294 IP \uc911\uc2ec\uc758 \ucc28\ubcc4\ud654\uc5d0 \uc758\ud574 \uc815\uc758\ub418\uba70, \ud328\ud0a4\uc9d5\uc774 \ubc18\ub3c4\uccb4 \uac00\uce58 \uc0ac\uc2ac \uc804\ubc18\uc5d0 \uac78\uccd0 \uc804\ub7b5\uc801 \uc9c0\ub81b\ub300 \uc5ed\ud560\uc744 \ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 ASE Group, Amkor Technology Inc., Intel Corporation, Samsung Electronics Co. Ltd, Siliconware Precision Industries Co. Ltd (SPIL) \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<\/p>\n<p>*   2025\ub144 7\uc6d4: \ud14c\uc2ac\ub77c\ub294 \uc0bc\uc131 \ud30c\uc6b4\ub4dc\ub9ac\uc640 \ucc28\uc138\ub300 \uc790\uc728\uc8fc\ud589 SoC\ub97c \uc704\ud55c 165\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ub2e4\ub144\uac04 \uc6e8\uc774\ud37c \ubc0f \ud328\ud0a4\uc9d5 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 7\uc6d4: \uae00\ub85c\ubc8c\ud30c\uc6b4\ub4dc\ub9ac(GlobalFoundries)\ub294 \ucef4\ud4e8\ud305 IP \ubc0f \ud1b5\ud569 \ud328\ud0a4\uc9d5 \uc194\ub8e8\uc158\uc744 \uac15\ud654\ud558\uae30 \uc704\ud574 MIPS \uc778\uc218\ub97c \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 6\uc6d4: \uc560\ud50c\uc740 \ubcf4\ub4dc \uba74\uc801\uc744 17% \uc904\uc774\ub294 \uc0c8\ub85c\uc6b4 \ud32c\uc544\uc6c3 \uc6e8\uc774\ud37c \ub808\ubca8 \uc2a4\ud0dd \uae30\ubc18\uc758 A20 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ud504\ub85c\uc138\uc11c\ub97c \uacf5\uac1c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 3\uc6d4: TSMC\ub294 \ubbf8\uad6d AI \uace0\uac1d\uc744 \uc704\ud55c CoWoS \uc6a9\ub7c9 \ud655\uc7a5\uc744 \uc704\ud574 \uc560\ub9ac\uc870\ub098\uc5d0 1,000\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ud339 \ub450 \uacf3\uc744 \uac74\uc124\ud558\uaca0\ub2e4\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 2\uc6d4: \uc2a4\uce74\uc774\uc6cc\ud130(SkyWater)\ub294 \uc778\ud53c\ub2c8\uc5b8(Infineon)\uc758 \uc624\uc2a4\ud2f4 \ud339\uc744 \uc778\uc218\ud558\uc5ec \uad6d\ub0b4 \ud50c\ub9bd\uce69 \ubc0f TSV \uc6a9\ub7c9\uc744 \ucd94\uac00\ud558\uae30\ub85c \ud569\uc758\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 2.5D \ubc0f 3D \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. 2.5D \ud328\ud0a4\uc9d5\uc740 \uc2e4\ub9ac\ucf58 \uc778\ud130\ud3ec\uc800 \uc704\uc5d0 \ub2e4\uc218\uc758 \ud65c\uc131 \ubc18\ub3c4\uccb4 \uce69\uc744 \ub098\ub780\ud788 \ubc30\uce58\ud558\uc5ec \ucd08\uace0\ubc00\ub3c4 \ub2e4\uc774-\ud22c-\ub2e4\uc774 \uc0c1\ud638 \uc5f0\uacb0\uc744 \uad6c\ud604\ud558\uba70, 3D \ud328\ud0a4\uc9d5\uc740 \ub2e4\uc774 \uc2a4\ud0dc\ud0b9\uc744 \ud1b5\ud574 \ucd5c\ub2e8 \uc0c1\ud638 \uc5f0\uacb0\uacfc \ucd5c\uc18c \ud328\ud0a4\uc9c0 \ud48b\ud504\ub9b0\ud2b8\ub97c \ub2ec\uc131\ud558\ub294 \uae30\uc220\uc785\ub2c8\ub2e4. \uc774 \ub450 \uae30\uc220\uc740 \ub192\uc740 \ud328\ud0a4\uc9d5 \ubc00\ub3c4\uc640 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131 \uce21\uba74\uc5d0\uc11c \uc774\uc0c1\uc801\uc778 \uce69\uc14b \ud1b5\ud569 \ud50c\ub7ab\ud3fc\uc73c\ub85c \uac01\uad11\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd\uc5d0 \ub530\ub974\uba74, 2.5D \ubc0f 3D \ubc18\ub3c4\uccb4 \ud328\ud0a4\uc9d5 \uc2dc\uc7a5\uc740 2026\ub144 127.4\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2031\ub144 251.8\uc5b5 \ub2ec\ub7ec\ub85c \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 14.6%\ub97c \uae30\ub85d\ud558\uba70 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c AI \uac00\uc18d\uae30, \uc790\ub3d9\ucc28 ADAS(\ucca8\ub2e8 \uc6b4\uc804\uc790 \ubcf4\uc870 \uc2dc\uc2a4\ud15c), \uadf8\ub9ac\uace0 \uc18c\ud615 \uac00\uc804 \uae30\uae30\uc758 \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 AI\/ML \uc6cc\ud06c\ub85c\ub4dc\uc758 \ucd08\uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac \uc218\uc694, \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc758 \uc9c0\uc18d\uc801\uc778 \uc18c\ud615\ud654, \uc790\ub3d9\ucc28 ADAS \ubd84\uc57c\uc758 \uc804\uc7a5\ud654 \uac00\uc18d, \uae00\ub798\uc2a4 \ucf54\uc5b4 \uae30\ud310\uc758 \uc591\uc0b0 \uc2dc\ud5d8 \uc9c4\uc785, \ubbf8\uad6d \uad6d\ubc29\ubd80\uc758 \uc628\uc1fc\uc5b4 3D-IC OSAT \ubcf4\uc548 \uce69 \uc758\ubb34\ud654, \uadf8\ub9ac\uace0 \uce69\ub81b(Chiplet) \uc124\uacc4\uc758 \ube60\ub978 \ucc44\ud0dd \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\uba74, \uc2dc\uc7a5\uc758 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 TSV(Through-Silicon Via) \ubc0f \uc778\ud130\ud3ec\uc800 \ud339 \uad6c\ucd95\uc744 \uc704\ud55c \ub9c9\ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c(CapEx), \uc124\uacc4-\ud14c\uc2a4\ud2b8 \ubcf5\uc7a1\uc131\uc73c\ub85c \uc778\ud55c \uc218\uc728 \uc190\uc2e4, \uae00\ub85c\ubc8c \uc778\ud130\ud3ec\uc800 \uc2e4\ub9ac\ucf58 \uc789\uacf3 \ubd80\uc871 \ubb38\uc81c, \uadf8\ub9ac\uace0 \uc5f4 \uad00\ub9ac \ubc0f \uc2e0\ub8b0\uc131 \ud55c\uacc4 \ub4f1\uc774 \uc9c0\uc801\ub429\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \ub2e4\uc591\ud55c \uae30\uc900\uc73c\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4. \ud328\ud0a4\uc9d5 \uae30\uc220\ubcc4\ub85c\ub294 2.5D \uc778\ud130\ud3ec\uc800\/FO-SoW(CoWoS, EMIB, InFO-SoW \ud3ec\ud568), 3D \uc2a4\ud0dd\ud615(TSV\/\ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub4dc, SoIC, Foveros, HBM \ud3ec\ud568), \uadf8\ub9ac\uace0 \uc6e8\uc774\ud37c \ub808\ubca8 CSP\ub85c \ub098\ub269\ub2c8\ub2e4. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\ub85c\ub294 \uac00\uc804\uc81c\ud488, \ub370\uc774\ud130 \uc13c\ud130 \ubc0f HPC(\uace0\uc131\ub2a5 \ucef4\ud4e8\ud305), \ud1b5\uc2e0 \ubc0f \ud154\ub808\ucf64, \uc790\ub3d9\ucc28 \ubc0f ADAS, \uc758\ub8cc \uae30\uae30, \uc0b0\uc5c5 \ubc0f IoT, \uae30\ud0c0 \uc0b0\uc5c5\uc73c\ub85c \ubd84\ub958\ub429\ub2c8\ub2e4. \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\ub85c\ub294 \uace0\uc131\ub2a5 \ub85c\uc9c1(CPU, GPU, AI \uac00\uc18d\uae30 \ub4f1), \uba54\ubaa8\ub9ac(HBM, 3D NAND \ub4f1), RF \ubc0f \ud3ec\ud1a0\ub2c9\uc2a4, \ud63c\ud569 \uc2e0\ud638 \ubc0f \uc13c\uc11c \ud1b5\ud569(ADC\/DAC \ud63c\ud569 \uc2e0\ud638 IC, MEMS \uc13c\uc11c \ub4f1)\uc73c\ub85c \uad6c\ubd84\ub429\ub2c8\ub2e4. \uc9c0\ub9ac\uc801\uc73c\ub85c\ub294 \ubd81\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ub0a8\ubbf8, \uc911\ub3d9, \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc73c\ub85c \uc0c1\uc138\ud558\uac8c \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>\ud2b9\ud788, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 60.05%\ub85c \uc0dd\uc0b0 \uce21\uba74\uc5d0\uc11c \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ub300\ub9cc\uc758 CoWoS \ub77c\uc778\uacfc \ub9d0\ub808\uc774\uc2dc\uc544\uc758 \ud655\uace0\ud55c \ud6c4\uacf5\uc815 \uc0dd\ud0dc\uacc4\ub97c \ud3ec\ud568\ud55c \ub300\ubd80\ubd84\uc758 \ud30c\uc6b4\ub4dc\ub9ac \ubc0f OSAT(Outsourced Semiconductor Assembly and Test) \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc8fc\uc694 \uace0\uac1d\uce35\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130 \ubc0f HPC \uc6b4\uc601\uc5c5\uccb4\ub85c, 2025\ub144 \uc218\uc694\uc758 37.35%\ub97c \ucc28\uc9c0\ud558\uba70 AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\uc5d0 \ud544\uc694\ud55c \ucd08\ub2f9 \uba40\ud2f0 \ud14c\ub77c\ubc14\uc774\ud2b8 \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uc744 \ucda9\uc871\uc2dc\ud0a4\uae30 \uc704\ud574 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220\uc744 \uc801\uadf9\uc801\uc73c\ub85c \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud5a5\ud6c4 \uc0c1\ud638 \uc5f0\uacb0 \ubc00\ub3c4\uc758 \ube44\uc57d\uc801\uc778 \ubc1c\uc804\uc744 \uc774\ub04c \uae30\uc220\ub85c\ub294 \ub9c8\uc774\ud06c\ub85c \ubc94\ud504\ub97c \uc81c\uac70\ud558\uace0 10 \u00b5m \ubbf8\ub9cc\uc758 \uad6c\ub9ac-\uad6c\ub9ac \uc811\ud569\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529\uc774 \uaf3d\ud788\uba70, \uc774\ub294 \ub2e4\uc774-\ud22c-\ub2e4\uc774 \ub300\uc5ed\ud3ed\uc744 1 TB\/s \uc774\uc0c1\uc73c\ub85c \ud655\uc7a5\ud558\uace0 \uc218\uc728\uc744 \uac1c\uc120\ud560 \uac83\uc73c\ub85c \uae30\ub300\ub429\ub2c8\ub2e4. OSAT \uae30\uc5c5\ub4e4\uc5d0\uac8c \uac00\uc7a5 \ud070 \ube44\uc6a9 \ubb38\uc81c\ub294 TSV \ubc0f \uc778\ud130\ud3ec\uc800 \ud339 \ub77c\uc778 \uad6c\ucd95\uc5d0 \ucd5c\ub300 50\uc5b5 \ub2ec\ub7ec\uac00 \uc18c\uc694\ub418\ub294 \ub9c9\ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c\uc774\uba70, \uc774\ub294 \uc18c\uaddc\ubaa8 \uc870\ub9bd\uc5c5\uccb4\ub4e4\uc774 \uace0\uc131\ub2a5 \ubd80\ubb38\uc5d0\uc11c \ucca0\uc218\ud558\uac70\ub098 \uc704\ud5d8 \ubd84\ub2f4\uc744 \uc704\ud55c \ud569\uc791 \ud22c\uc790\ub97c \ubaa8\uc0c9\ud558\uac8c \ub9cc\ub4ed\ub2c8\ub2e4. \ub610\ud55c, \ubbf8\uad6d CHIPS Act, \uc720\ub7fd Chips Act \ub4f1 \uac01\uad6d \uc815\ubd80\uc758 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \ubcf4\uc870\uae08\uc740 \uc9c0\uc5ed \ub0b4 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \ud339\uc744 \uc7a5\ub824\ud558\uace0 \ub2e8\uc77c \uc9c0\uc5ed \uacf5\uae09 \ud5c8\ube0c\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\ub97c \uc904\uc774\ub294 \ub4f1 \uacf5\uae09\ub9dd \uc9c0\ub9ac\uc5d0 \ud070 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uacf5\uae09\uc5c5\uccb4 \ud3ec\uc9c0\uc154\ub2dd\uc774 \ub2e4\ub8e8\uc5b4\uc9c0\uba70, Advanced Semiconductor Engineering Inc., Amkor Technology Inc., Taiwan Semiconductor Manufacturing Company Limited, Samsung Electronics Co., Ltd., Intel Corporation \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ubbf8\uac1c\ucc99 \uc601\uc5ed \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \uc81c\uc2dc\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-55249","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\/55249"}],"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=55249"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/55249\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=55249"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=55249"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=55249"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}