{"id":55992,"date":"2026-02-25T01:07:47","date_gmt":"2026-02-25T01:07:47","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-wafer-polishing-and-grinding-equipment-market-mordor\/"},"modified":"2026-10-02T07:53:32","modified_gmt":"2026-10-01T22:53:32","slug":"semiconductor-wafer-polishing-and-grinding-equipment-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-wafer-polishing-and-grinding-equipment-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \uc5f0\ub9c8 \ubc0f \uc5f0\uc0ad \uc7a5\ube44 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d \u2014 \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026\ub144 &#8211; 2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/semiconductor-wafer-polishing-and-grinding-equipment-market-1750080825002-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\/semiconductor-wafer-polishing-and-grinding-equipment-market-size-image-1770826103310.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 \uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 \ucca8\ub2e8 \ub178\ub4dc \uce69\uc744 \ud0d1\uc7ac\ud55c \uac00\uc804\uc81c\ud488 \uc18c\ube44 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc18c\ud615\ud654 \ucd94\uc9c4\uc73c\ub85c 300mm \ubc0f 450mm CMP \uc7a5\ube44 \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.3 CHIPS \ubc95\uc5d0 \ub530\ub978 \ubbf8\uad6d \ubc0f \uc720\ub7fd\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \ud22c\uc790<\/li>\n<li class=\"toc-level-3\">4.2.4 \ucd08\uc815\ubc00 \uc5f0\uc0ad\uc774 \ud544\uc694\ud55c SiC\/GaN \uc804\ub825 \uc7a5\uce58\ub85c\uc758 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.5 3D-IC \ubc0f \uc774\uc885 \ud1b5\ud569\uc744 \uc704\ud55c \uc218\uc728 \ud5a5\uc0c1 \ud544\uc694\uc131<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc2ac\ub7ec\ub9ac \uc5c6\ub294 \uc5f0\ub9c8 \uae30\uc220\uc744 \ubc1c\uc804\uc2dc\ud0a4\ub294 \uc9c0\uc18d \uac00\ub2a5\uc131 \uc758\ubb34<\/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 300mm \uc7a5\ube44\uc758 \ub192\uc740 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9 \ubc0f \uae34 ROI \uc8fc\uae30<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc18c\ubaa8\ud488 \ube44\uc6a9 \uc778\ud50c\ub808\uc774\uc158 (\ud328\ub4dc, \uc2ac\ub7ec\ub9ac, \ub2e4\uc774\uc544\ubaac\ub4dc \ud720)<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc911\uad6d\uc73c\ub85c\uc758 \uc120\uc801\uc744 \uc81c\ud55c\ud558\ub294 \uc218\ucd9c \ud1b5\uc81c \ubc0f IP \uc7a5\ubcbd<\/li>\n<li class=\"toc-level-3\">4.3.4 \uacf5\uc815 \uc124\uc815 \ubc0f \uc720\uc9c0\ubcf4\uc218\ub97c \uc704\ud55c \uc219\ub828\ub41c \uae30\uc220\uc790 \ubd80\uc871<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ub610\ub294 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.6 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778\n<ul>\n<li class=\"toc-level-3\">4.6.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.3 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.6.4 \ub300\uccb4 \uc81c\ud488\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.6.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.7 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.8 \ubcf4\uc870 \uc7a5\ube44 \uc2dc\uc7a5 \uc5ed\ud559<\/li>\n<li class=\"toc-level-2\">4.9 \ud22c\uc790 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.10 \uac70\uc2dc \uacbd\uc81c \uc601\ud5a5 \ud3c9\uac00<\/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 \uc7a5\ube44 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc6e8\uc774\ud37c \uc5f0\uc0ad\uae30<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc6e8\uc774\ud37c \uc5f0\ub9c8(CMP) \uc7a5\ube44<\/li>\n<li class=\"toc-level-3\">5.1.3 \ud1b5\ud569 \uc5f0\uc0ad-\uc5f0\ub9c8 \ub3c4\uad6c<\/li>\n<li class=\"toc-level-3\">5.1.4 \uae30\ud0c0 (\ub798\ud551, \uc2ac\ub77c\uc774\uc2f1 \uc2dc\ub108)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc6e8\uc774\ud37c \ud06c\uae30\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \u2264150 mm<\/li>\n<li class=\"toc-level-3\">5.2.2 200 mm<\/li>\n<li class=\"toc-level-3\">5.2.3 300 mm<\/li>\n<li class=\"toc-level-3\">5.2.4 450 mm \uc774\uc0c1<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uae30\uc220\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ubc31\uadf8\ub77c\uc778\ub529<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc591\uba74 \uc5f0\uc0ad<\/li>\n<li class=\"toc-level-3\">5.3.3 \ud654\ud559 \uae30\uacc4\uc801 \uc5f0\ub9c8 (CMP)<\/li>\n<li class=\"toc-level-3\">5.3.4 \uc5d0\uc9c0 \uc5f0\uc0ad \/ \ubca0\ubca8 \uc5f0\ub9c8<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ubc18\ub3c4\uccb4 \uc720\ud615\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uba54\ubaa8\ub9ac (DRAM, NAND)<\/li>\n<li class=\"toc-level-3\">5.4.2 \ub85c\uc9c1 \ubc0f SoC<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc804\ub825 \ubc0f \uc544\ub0a0\ub85c\uadf8 (Si, SiC, GaN)<\/li>\n<li class=\"toc-level-3\">5.4.4 MEMS \ubc0f \uc13c\uc11c<\/li>\n<li class=\"toc-level-3\">5.4.5 CMOS \uc774\ubbf8\uc9c0 \uc13c\uc11c<\/li>\n<li class=\"toc-level-3\">5.4.6 LED \ubc0f \uad11\uc804\uc790\uacf5\ud559<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ud30c\uc6b4\ub4dc\ub9ac<\/li>\n<li class=\"toc-level-3\">5.5.2 \uc885\ud569 \ubc18\ub3c4\uccb4 \uae30\uc5c5 (IDM)<\/li>\n<li class=\"toc-level-3\">5.5.3 OSAT \/ \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc2dc\uc124<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc5f0\uad6c \uac1c\ubc1c \uae30\uad00 \ubc0f \ud30c\uc77c\ub7ff \ub77c\uc778<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.6 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.6.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-3\">5.6.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.6.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.6.2.2 \uae30\ud0c0 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-3\">5.6.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.6.3.1 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.6.3.2 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.6.3.4 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.6.3.5 \uae30\ud0c0 \uc720\ub7fd<\/li>\n<li class=\"toc-level-3\">5.6.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.6.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.2 \ub300\ub9cc<\/li>\n<li class=\"toc-level-4\">5.6.4.3 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.6.4.4 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.6.4.5 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.6.4.6 \uae30\ud0c0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-3\">5.6.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.6.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.6.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.6.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.6.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.6.5.1.4 \uae30\ud0c0 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.6.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.6.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.6.5.2.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-5\">5.6.5.2.3 \uae30\ud0c0 \uc544\ud504\ub9ac\uce74<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uac1c\uc694, \uc2dc\uc7a5 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34, \uc804\ub7b5 \uc815\ubcf4, \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 Applied Materials Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Ebara Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 DISCO Corporation<\/li>\n<li class=\"toc-level-3\">6.4.4 Tokyo Seimitsu Co. Ltd (ACCRETECH)<\/li>\n<li class=\"toc-level-3\">6.4.5 Revasum Inc.<\/li>\n<li class=\"toc-level-3\">6.4.6 Komatsu NTC Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.7 Okamoto Machine Tool Works Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.8 Lapmaster Wolters GmbH (Precision Surfacing Solutions)<\/li>\n<li class=\"toc-level-3\">6.4.9 Logitech Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.10 Entrepix Inc. (Amtech Systems)<\/li>\n<li class=\"toc-level-3\">6.4.11 G&amp;N Genauigkeits Maschinenbau N\u00fcrnberg GmbH<\/li>\n<li class=\"toc-level-3\">6.4.12 Hantop Intelligence Tech Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 CMP-Tec Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 Koyo Machinery Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.15 Shanghai ShinEne Technology Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.16 Qingdao Lapping &amp; Polishing Equipment Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.17 Nagase Integrex Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.18 Strausbaugh Inc. (S-Cubed)<\/li>\n<li class=\"toc-level-3\">6.4.19 Pureon AG<\/li>\n<li class=\"toc-level-3\">6.4.20 Vibrantz Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.21 Axus Technology<\/li>\n<li class=\"toc-level-3\">6.4.22 SHANGHAI FAMOUS TRADE CO.,LTD (ZMSH)<\/li>\n<li class=\"toc-level-3\">6.4.23 Huahai Machinery Group<\/li>\n<li class=\"toc-level-3\">6.4.24 Hansung Engineering Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.25 GPMT Co. Ltd.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \uc5f0\ub9c8 \ubc0f \uadf8\ub77c\uc778\ub529 \uc7a5\ube44 \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p># 1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \uc5f0\ub9c8 \ubc0f \uadf8\ub77c\uc778\ub529 \uc7a5\ube44 \uc2dc\uc7a5\uc740 2025\ub144 15\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2026\ub144 16\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud588\uc73c\uba70, 2031\ub144\uc5d0\ub294 22\uc5b5 2\ucc9c\ub9cc \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 \uc131\uc7a5\ub960(CAGR) 5.86%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. Mordor Intelligence\uc758 \ubd84\uc11d\uc5d0 \ub530\ub974\uba74, \uc774 \uc2dc\uc7a5\uc740 2020\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\uad6c\ub418\uc5c8\uc73c\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc744 \ud615\uc131\ud560 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 &#8216;\uc911\uac04&#8217; \uc218\uc900\uc774\uba70, \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 DISCO Corporation, Tokyo Seimitsu Co. Ltd (ACCRETECH), Applied Materials Inc., Ebara Corporation, Revasum Inc. \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p># 2. \uc2dc\uc7a5 \ubd84\uc11d \ubc0f \uc8fc\uc694 \ub3d9\ud5a5<\/p>\n<p>\uc774 \uc2dc\uc7a5\uc740 \ub300\ud615 \uc6e8\uc774\ud37c, \uc640\uc774\ub4dc \ubc34\ub4dc\uac2d(wide-bandgap) \uc7ac\ub8cc, \uc790\ub3d9\ud654 \ub3c4\uad6c\uc5d0 \ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \uc815\ubc00 \uc7ac\ub8cc \uc81c\uac70 \uc2dc\uc2a4\ud15c\uc758 \uc9c0\uc18d\uc801\uc778 \uc8fc\ubb38\ub7c9 \uc99d\uac00\ub97c \uacbd\ud5d8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc6d0\uc790 \uc218\uc900\uc758 \uc815\ubc00\ub3c4\ub97c \uad00\ub9ac\ud558\uae30 \uc704\ud574 \uc2e4\uc2dc\uac04 \uacf5\uc815 \uc81c\uc5b4 \uae30\ub2a5\uc744 \ud655\uc7a5\ud588\uc73c\uba70, AI \uae30\ubc18 \uc9c4\ub2e8\uc740 \uae30\uc220\uc790 \ubd80\uc871 \ubb38\uc81c\ub97c \uc644\ud654\ud558\uace0 \uc218\uc728\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \ub370 \uae30\uc5ec\ud588\uc2b5\ub2c8\ub2e4. \uc218\ucd9c \ud1b5\uc81c \uaddc\uc815\uc740 \uc18c\uc2f1 \uc804\ub7b5\uc744 \uc7ac\ud3b8\ud558\uc5ec \uc544\uc2dc\uc544\uc5d0 \ub300\ud55c \uacfc\ub3c4\ud55c \uc758\uc874\ub3c4\ub97c \uc904\uc774\uace0 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc5d0\uc11c \uc9c0\uc5ed \uc11c\ube44\uc2a4 \uae30\ubc18\uc744 \uac15\ud654\ud558\ub294 \ubcd1\ud589 \ud22c\uc790\ub97c \ucd09\uc9c4\ud588\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc9c0\uc18d \uac00\ub2a5\uc131 \uc758\ubb34\ub294 \uc7a5\ube44 \uc120\ud0dd\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uccd0 \uc2ac\ub7ec\ub9ac \ud504\ub9ac(slurry-free) CMP \ud328\ub4dc \ubc0f \uc800\uc18c\ubaa8\uc131 \uadf8\ub77c\uc778\ub529 \uae30\uc220\ub85c\uc758 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc7a5\ube44 \uc720\ud615: 2025\ub144 \ub9e4\ucd9c\uc758 55.92%\ub97c \ud654\ud559 \uae30\uacc4\uc801 \uc5f0\ub9c8(CMP)\uac00 \ucc28\uc9c0\ud588\uc73c\uba70, \ud1b5\ud569 \uadf8\ub77c\uc778\ub354-\ud3f4\ub9ac\uc154 \ub3c4\uad6c\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 7.55% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6e8\uc774\ud37c \ud06c\uae30: 300mm \uc6e8\uc774\ud37c\uac00 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 61.88%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, 450mm \uc774\uc0c1 \uc138\uadf8\uba3c\ud2b8\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 10.84%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\uc220: CMP \ub3c4\uad6c\uac00 2025\ub144 \ub9e4\ucd9c\uc758 55.92%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc5d0\uc9c0 \uadf8\ub77c\uc778\ub529 \ubc0f \ubca0\ubca8 \ud3f4\ub9ac\uc2f1 \uc194\ub8e8\uc158\uc740 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 8.56% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ubc18\ub3c4\uccb4 \uc720\ud615: \ub85c\uc9c1 \ubc0f SoC(System-on-Chip) \uc7a5\uce58\uac00 2025\ub144 32.95%\uc758 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud588\uc73c\uba70, SiC\/GaN \uc804\ub825 \uc7a5\uce58\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 9.78% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790: \ud30c\uc6b4\ub4dc\ub9ac\uac00 2025\ub144 \uc218\uc694\uc758 49.86%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, OSAT(Outsourced Semiconductor Assembly and Test) \ubc0f \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc2dc\uc124\uc740 \uc5f0\ud3c9\uade0 7.46% \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 2025\ub144 \ub9e4\ucd9c\uc758 67.94%\ub85c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc73c\uba70, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 8.84%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p># 3. \uc2dc\uc7a5 \uc131\uc7a5 \ub3d9\uc778<\/p>\n<p>*   \ucca8\ub2e8 \ub178\ub4dc \uce69\uc744 \uc0ac\uc6a9\ud558\ub294 \uc18c\ube44\uc790 \uac00\uc804\uc81c\ud488 \uc18c\ube44 \uc99d\uac00: \uc911\uad6d, \uc778\ub3c4, \ub3d9\ub0a8\uc544\uc2dc\uc544\uc5d0\uc11c \ud50c\ub798\uadf8\uc2ed \uc2a4\ub9c8\ud2b8\ud3f0 \ubc0f AI \uc9c0\uc6d0 \uc6e8\uc5b4\ub7ec\ube14 \uae30\uae30\uc758 \ube60\ub978 \ubcf4\uae09\uc740 \uc6d0\uc790 \uc218\uc900\uc758 \ub9e4\ub044\ub7ec\uc6b4 \uc6e8\uc774\ud37c \ud45c\uba74\uacfc \uadf9\ub3c4\ub85c \ub0ae\uc740 \uacb0\ud568 \ubc00\ub3c4\ub97c \uc694\uad6c\ud558\ub294 3nm \uc774\ud558 \uc7a5\uce58\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uac00\uc18d\ud654\ud588\uc2b5\ub2c8\ub2e4. \ud604\uc9c0 \ud30c\uc6b4\ub4dc\ub9ac\ub4e4\uc740 \uc218\ucd9c \ud5c8\uac00 \ubd88\ud655\uc2e4\uc131\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 CMP \ubc0f \ubbf8\uc138 \uadf8\ub77c\uc778\ub529 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ud655\uc7a5\ud588\uc73c\uba70, \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc5c4\uaca9\ud55c \ud658\uacbd \uaddc\uc815\uc744 \ucda9\uc871\ud558\ub294 \uc5fc\uc18c \ud504\ub9ac \ud328\ub4dc\ub97c \ub3c4\uc785\ud588\uc2b5\ub2c8\ub2e4. \uba40\ud2f0\ucf54\uc5b4 SoC\uac00 \ud655\uc0b0\ub428\uc5d0 \ub530\ub77c \ub2e4\uc591\ud55c \uc7ac\ub8cc \uc2a4\ud0dd \uc804\ubc18\uc758 \uacf5\uc815 \uade0\uc77c\uc131\uc774 \uc911\uc694\ud574\uc9c0\uba74\uc11c \uc774\uc885 \ub808\uc774\uc5b4\uc5d0 \ub9de\ucda4\ud654\ub41c \uc801\uc751\ud615 \uc81c\uc5b4 CMP \uc2dc\uc2a4\ud15c\uc5d0 \ub300\ud55c \ud22c\uc790\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   300mm \ubc0f 450mm CMP \ub3c4\uad6c \uc218\uc694\ub97c \uacac\uc778\ud558\ub294 \uc18c\ud615\ud654 \ucd94\uc9c4: \ube44\uc6a9 \ud6a8\uc728\uc801\uc778 \ub2e4\uc774 \ubc00\ub3c4 \ucd94\uad6c\ub294 300mm \uc6e8\uc774\ud37c\ub97c \uc8fc\ub958 \ud615\uc2dd\uc73c\ub85c \uc720\uc9c0\uc2dc\ucf30\uc9c0\ub9cc, \ub354 \ud070 \uc6e8\uc774\ud37c\uac00 2.25\ubc30 \ub354 \ub9ce\uc740 \ub2e4\uc774 \uba74\uc801\uc744 \uc81c\uacf5\ud560 \uc218 \uc788\ub2e4\ub294 \uc810\uc5d0\uc11c 450mm \uac1c\ubc1c\uc774 \ub2e4\uc2dc \ubd80\uc0c1\ud588\uc2b5\ub2c8\ub2e4. \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ud50c\ub798\ud2bc\uc744 \uac15\ud654\ud558\uace0, \uc2ac\ub7ec\ub9ac \ubd84\ubc30\ub97c \ucd5c\uc801\ud654\ud558\uba70, \ub354 \ub113\uc740 \ud45c\uba74\uc5d0\uc11c \ub098\ub178\ubbf8\ud130 \uc218\uc900\uc758 \uc81c\uac70 \uade0\uc77c\uc131\uc744 \uc720\uc9c0\ud558\uae30 \uc704\ud574 \uc778\uc2dc\ud29c(in-situ) \uacc4\uce21\uc744 \ub0b4\uc7a5\ud558\uc5ec \uc2a4\ucf00\uc77c\uc5c5 \uacfc\uc81c\ub97c \ud574\uacb0\ud588\uc2b5\ub2c8\ub2e4. TSMC\uc758 \uc2dc\uc81c\ud488 510mm x 515mm \uc9c1\uc0ac\uac01\ud615 \uae30\ud310\uc740 \uae30\uc874 \uc7a5\ube44 \uc544\ud0a4\ud14d\ucc98\ub97c \uc644\uc804\ud788 \uac1c\ud3b8\ud558\uc9c0 \uc54a\uace0\ub3c4 \uc0ac\uc6a9 \uac00\ub2a5\ud55c \uba74\uc801\uc744 3\ubc30 \ub298\ub9b4 \uc218 \uc788\ub294 \ub300\uc548\uc801\uc778 \uacbd\ub85c\ub97c \uc81c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   CHIPS Act\uc5d0 \ub530\ub978 \ubbf8\uad6d \ubc0f \uc720\ub7fd\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \ud22c\uc790: 2024\ub144\uc5d0\uc11c 2025\ub144 \uc0ac\uc774\uc5d0 \ubbf8\uad6d\uc5d0\uc11c\ub294 4,500\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc758 \ubbfc\uac04 \ud504\ub85c\uc81d\ud2b8\uac00 \ubc1c\ud45c\ub418\uc5c8\uace0, \uc720\ub7fd CHIPS Act\ub294 2030\ub144\uae4c\uc9c0 \uc9c0\uc5ed \uc0dd\uc0b0 \uc810\uc720\uc728\uc744 \ub450 \ubc30\ub85c \ub298\ub9ac\uae30 \uc704\ud574 430\uc5b5 \uc720\ub85c\ub97c \ub3d9\uc6d0\ud588\uc2b5\ub2c8\ub2e4. \uc774 \ub450 \ud504\ub85c\uadf8\ub7a8 \ubaa8\ub450 \ub354 \uc5c4\uaca9\ud55c \uc218\ucd9c \ud1b5\uc81c \uaddc\uc815\uc744 \uc900\uc218\ud558\uace0 \uc2e0\uc18d\ud55c \uc11c\ube44\uc2a4 \ub300\uc751\uc744 \uc81c\uacf5\ud558\ub294 \ud604\uc9c0\ud654\ub41c CMP \ubc0f \uadf8\ub77c\uc778\ub529 \uc0dd\ud0dc\uacc4\ub97c \uc694\uad6c\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \ubbf8\uad6d \ub0b4 \uc7ac\uc815\ube44 \uc13c\ud130\uc640 EU \ub370\ubaa8 \ub7a9\uc744 \ud655\uc7a5\ud558\uc5ec \ub9ac\ub4dc \ud0c0\uc784\uc744 \ub2e8\ucd95\ud558\uace0 FDP(Foreign Direct Product) \uaddc\uc815 \uc900\uc218\ub97c \ubcf4\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   SiC\/GaN \uc804\ub825 \uc18c\uc790\ub85c\uc758 \uc804\ud658\uc5d0 \ud544\uc694\ud55c \ucd08\uc815\ubc00 \uadf8\ub77c\uc778\ub529: SiC \ubc0f GaN \uc6e8\uc774\ud37c\ub294SiC \ubc0f GaN \uc6e8\uc774\ud37c\ub294 \uae30\uc874 \uc2e4\ub9ac\ucf58 \uc6e8\uc774\ud37c\uc5d0 \ube44\ud574 \ud6e8\uc52c \ub2e8\ub2e8\ud558\uace0 \ucde8\uc131\uc774 \uac15\ud558\uc5ec \uac00\uacf5\uc774 \ub9e4\uc6b0 \uae4c\ub2e4\ub86d\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud2b9\uc131\uc73c\ub85c \uc778\ud574 \uace0\ud488\uc9c8\uc758 \uc804\ub825 \uc18c\uc790\ub97c \uc0dd\uc0b0\ud558\uae30 \uc704\ud574\uc11c\ub294 \ud45c\uba74 \uc190\uc0c1\uc744 \ucd5c\uc18c\ud654\ud558\uace0 \uadf9\ub3c4\ub85c \uc815\ubc00\ud55c \ub450\uaed8 \uc81c\uc5b4\ub97c \uac00\ub2a5\ud558\uac8c \ud558\ub294 \ucd08\uc815\ubc00 \uadf8\ub77c\uc778\ub529 \uae30\uc220\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ud2b9\ud788, SiC \uc6e8\uc774\ud37c\ub294 \ubaa8\uc2a4 \uacbd\ub3c4 9.5\uc5d0 \ub2ec\ud558\ub294 \ub192\uc740 \uacbd\ub3c4\ub97c \uac00\uc9c0\uace0 \uc788\uc5b4, \uae30\uc874\uc758 \uc5f0\ub9c8 \ubc29\uc2dd\uc73c\ub85c\ub294 \ud6a8\uc728\uc801\uc778 \uac00\uacf5\uc774 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c, \uc6e8\uc774\ud37c\uc758 \ud3c9\ud0c4\ub3c4\uc640 \ud45c\uba74 \uac70\uce60\uae30\ub97c \ucd5c\uc801\ud654\ud558\uba74\uc11c\ub3c4 \uc0dd\uc0b0\uc131\uc744 \ub192\uc77c \uc218 \uc788\ub294 \uc0c8\ub85c\uc6b4 \uadf8\ub77c\uc778\ub529 \uc194\ub8e8\uc158 \uac1c\ubc1c\uc774 \uc911\uc694\ud574\uc84c\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc220 \ubc1c\uc804\uc740 \uc804\uae30\ucc28, 5G \ud1b5\uc2e0, \ub370\uc774\ud130 \uc13c\ud130 \ub4f1 \uace0\ud6a8\uc728 \uc804\ub825 \uad00\ub9ac\uac00 \uc694\uad6c\ub418\ub294 \ucc28\uc138\ub300 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc758 \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>*   \uace0\uae09 \ud328\ud0a4\uc9d5 \ubc0f \uc774\uc885 \ud1b5\ud569\uc744 \uc704\ud55c CMP \ubc0f \uadf8\ub77c\uc778\ub529 \uc194\ub8e8\uc158: \uce69\ub81b(chiplet) \uc544\ud0a4\ud14d\ucc98\uc640 3D \uc2a4\ud0dc\ud0b9 \uae30\uc220\uc758 \ubc1c\uc804\uc740 \uc6e8\uc774\ud37c \ub808\ubca8\uc5d0\uc11c \ub354\uc6b1 \uc815\ubc00\ud55c \ud3c9\ud0c4\ud654\uc640 \ub450\uaed8 \uc81c\uc5b4\ub97c \uc694\uad6c\ud569\ub2c8\ub2e4. \ud2b9\ud788, \uc774\uc885 \ud1b5\ud569(heterogeneous integration)\uc740 \uc11c\ub85c \ub2e4\ub978 \uc7ac\ub8cc\uc640 \ub450\uaed8\ub97c \uac00\uc9c4 \uce69\ub4e4\uc744 \ud558\ub098\uc758 \ud328\ud0a4\uc9c0\ub85c \uacb0\ud569\ud574\uc57c \ud558\ubbc0\ub85c, \uac01 \uce35\uc758 CMP \ubc0f \uadf8\ub77c\uc778\ub529 \uacf5\uc815\uc5d0\uc11c \uadf9\ub3c4\uc758 \uc815\ubc00\ub3c4\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uc774\ub294 \ubbf8\uc138\ud55c \ubc94\ud504(bump)\uc640 \uc778\ud130\ucee4\ub125\ud2b8(interconnect)\uc758 \ud615\uc131\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uc2e0\ud638 \ubb34\uacb0\uc131\uc744 \ubcf4\uc7a5\ud558\uace0 \uc804\ub825 \ud6a8\uc728\uc744 \uadf9\ub300\ud654\ud569\ub2c8\ub2e4. \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc774\ub7ec\ud55c \uc694\uad6c\uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \uc0c8\ub85c\uc6b4 \uc2ac\ub7ec\ub9ac \uc870\uc131, \ud328\ub4dc \uc7ac\ub8cc, \uadf8\ub9ac\uace0 \uc7a5\ube44 \uc81c\uc5b4 \uae30\uc220\uc744 \uac1c\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacb0\ub860<\/p>\n<p>\ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc740 \uc804\ub840 \uc5c6\ub294 \uc131\uc7a5\uacfc \uae30\uc220\uc801 \ub3c4\uc804\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\uc758 \uc911\uc2ec\uc5d0\ub294 CMP \ubc0f \uadf8\ub77c\uc778\ub529 \uae30\uc220\uc758 \uc9c0\uc18d\uc801\uc778 \ud601\uc2e0\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uce69\ub81b \uc544\ud0a4\ud14d\ucc98, SiC\/GaN \uc804\ub825 \uc18c\uc790, \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ud654\ub41c \uacf5\uae09\ub9dd\uc758 \uc694\uad6c\uc0ac\ud56d\uc740 \uc774 \ubd84\uc57c\uc758 \uae30\uc220 \ubc1c\uc804\uc744 \ub354\uc6b1 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc774\ub7ec\ud55c \ubcf5\uc7a1\ud55c \uc694\uad6c\uc0ac\ud56d\uc744 \ucda9\uc871\ud558\uae30 \uc704\ud574 \ub04a\uc784\uc5c6\uc774 \uc5f0\uad6c \uac1c\ubc1c\uc5d0 \ud22c\uc790\ud558\uba70, \ubc18\ub3c4\uccb4 \uc81c\uc870\uc758 \ud575\uc2ec \ub3d9\ub825\uc73c\ub85c\uc11c \uadf8 \uc5ed\ud560\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\ub798\uc758 \ubc18\ub3c4\uccb4 \uae30\uc220\uc740 CMP \ubc0f \uadf8\ub77c\uc778\ub529 \uc194\ub8e8\uc158\uc758 \uc815\ubc00\ub3c4\uc640 \ud6a8\uc728\uc131\uc5d0 \ud06c\uac8c \uc758\uc874\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c \uc694\uc57d: \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \uc5f0\ub9c8 \ubc0f \uc5f0\uc0ad \uc7a5\ube44 \uc2dc\uc7a5<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \uc5f0\ub9c8 \ubc0f \uc5f0\uc0ad \uc7a5\ube44 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c \ubc94\uc704\ub294 100mm\uc5d0\uc11c 450mm\uc5d0 \uc774\ub974\ub294 \uc2e4\ub9ac\ucf58 \ub610\ub294 \ud654\ud569\ubb3c \uc6e8\uc774\ud37c\ub97c \ubc15\ub9c9\ud654, \ud3c9\ud0c4\ud654 \ubc0f \ud3c9\uba74\ud654\ud558\ub294 \ub370 \uc0ac\uc6a9\ub418\ub294 \uc2e0\uaddc \uc7a5\ube44(\ub3c5\ub9bd\ud615 \uc5f0\ub9c8\uae30, \uc5f0\uc0ad\uae30, \ud1b5\ud569 CMP \uc2dc\uc2a4\ud15c)\uc758 \ub9e4\ucd9c\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4. \uc11c\ube44\uc2a4, \uc18c\ubaa8\ud488, \ub9ac\ud37c\ube44\uc2dc \uc7a5\ube44 \ubc0f \uad11\ud559 \uc720\ub9ac \uc804\uc6a9 \uae30\uacc4\ub294 \ubcf8 \uc5f0\uad6c \ubc94\uc704\uc5d0\uc11c \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \ub3d9\uc778<br \/>\n\uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 \ucca8\ub2e8 \ub178\ub4dc \uce69\uc744 \ud0d1\uc7ac\ud55c \uac00\uc804\uc81c\ud488 \uc18c\ube44 \uc99d\uac00, 300mm \ubc0f 450mm CMP(\ud654\ud559 \uae30\uacc4\uc801 \ud3c9\ud0c4\ud654) \uc7a5\ube44 \uc218\uc694\ub97c \uacac\uc778\ud558\ub294 \uc18c\ud615\ud654 \ucd94\uc138\uac00 \uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4. \ub610\ud55c, CHIPS Act\uc5d0 \ub530\ub978 \ubbf8\uad6d \ubc0f \uc720\ub7fd\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 \ub2a5\ub825 \ud22c\uc790, \ucd08\uc815\ubc00 \uc5f0\uc0ad\uc774 \ud544\uc694\ud55c SiC\/GaN \uc804\ub825 \uc18c\uc790\ub85c\uc758 \uc804\ud658, 3D-IC \ubc0f \uc774\uc885 \ud1b5\ud569\uc744 \uc704\ud55c \uc218\uc728 \ud5a5\uc0c1 \uc694\uad6c, \uc2ac\ub7ec\ub9ac \ud504\ub9ac \uc5f0\ub9c8 \uae30\uc220\uc744 \ubc1c\uc804\uc2dc\ud0a4\ub294 \uc9c0\uc18d \uac00\ub2a5\uc131 \uc758\ubb34 \ub4f1\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 300mm \uc7a5\ube44\uc758 \ub192\uc740 \ucd08\uae30 \ud22c\uc790 \ube44\uc6a9\uacfc \uae34 \ud22c\uc790 \ud68c\uc218 \uae30\uac04, \ud328\ub4dc, \uc2ac\ub7ec\ub9ac, \ub2e4\uc774\uc544\ubaac\ub4dc \ud720 \ub4f1 \uc18c\ubaa8\ud488 \ube44\uc6a9 \uc778\ud50c\ub808\uc774\uc158\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub354\ubd88\uc5b4, \uc911\uad6d\uc73c\ub85c\uc758 \uc7a5\ube44 \uc120\uc801\uc744 \uc81c\ud55c\ud558\ub294 \uc218\ucd9c \ud1b5\uc81c \ubc0f \uc9c0\uc801 \uc7ac\uc0b0\uad8c \uc7a5\ubcbd, \uacf5\uc815 \uc124\uc815 \ubc0f \uc720\uc9c0\ubcf4\uc218\ub97c \uc704\ud55c \uc219\ub828\ub41c \uae30\uc220\uc790 \ubd80\uc871\ub3c4 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc9c0\ubaa9\ub429\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc138\ubd84\ud654<br \/>\n\uc2dc\uc7a5\uc740 \uc7a5\ube44 \uc720\ud615(\uc6e8\uc774\ud37c \uc5f0\uc0ad\uae30, \uc6e8\uc774\ud37c \uc5f0\ub9c8(CMP) \uc7a5\ube44, \ud1b5\ud569 \uc5f0\uc0ad-\uc5f0\ub9c8 \ub3c4\uad6c \ub4f1), \uc6e8\uc774\ud37c \ud06c\uae30(\u2264150mm, 200mm, 300mm, 450mm \uc774\uc0c1), \uae30\uc220(\ubc31\uadf8\ub77c\uc778\ub529, \uc591\uba74 \uc5f0\uc0ad, CMP, \uc5e3\uc9c0 \uc5f0\uc0ad\/\ubca0\ubca8 \uc5f0\ub9c8), \ubc18\ub3c4\uccb4 \uc720\ud615(\uba54\ubaa8\ub9ac, \ub85c\uc9c1 \ubc0f SoC, \uc804\ub825 \ubc0f \uc544\ub0a0\ub85c\uadf8, MEMS \ubc0f \uc13c\uc11c, CMOS \uc774\ubbf8\uc9c0 \uc13c\uc11c, LED \ubc0f \uad11\uc804\uc790\uacf5\ud559), \ucd5c\uc885 \uc0ac\uc6a9\uc790(\ud30c\uc6b4\ub4dc\ub9ac, IDM, OSAT\/\ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc2dc\uc124, R&#038;D \uae30\uad00), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>4. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc804\ub9dd<br \/>\n\ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \uc5f0\ub9c8 \ubc0f \uc5f0\uc0ad \uc7a5\ube44 \uc2dc\uc7a5\uc740 2026\ub144 16\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 22\uc5b5 2\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uba70, \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 5.86%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud2b9\ud788, \uc6d0\uc790 \uc218\uc900\uc758 \ud3c9\ud0c4\ud654\ub97c \ub2ec\uc131\ud558\ub294 \ub370 \ud544\uc218\uc801\uc778 CMP \uc7a5\ube44\uac00 2025\ub144 \ub9e4\ucd9c\uc758 55.92%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \ube44\uc911\uc744 \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. 450mm \uc6e8\uc774\ud37c\ub294 300mm \uc6e8\uc774\ud37c\ubcf4\ub2e4 2.25\ubc30 \ub354 \ub113\uc740 \ub2e4\uc774 \uba74\uc801\uc744 \uc81c\uacf5\ud558\uc5ec \uce69\ub2f9 \ube44\uc6a9 \uc808\uac10 \uac00\ub2a5\uc131\uc73c\ub85c \uc778\ud574 \ub2e4\uc2dc\uae08 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\uae30\ucc28 \ubc0f \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uc2dc\uc2a4\ud15c\uc5d0\uc11c \uad11\ub300\uc5ed \uac2d(wide-bandgap) \uc18c\uc790\uc758 \uc120\ud638\ub3c4\uac00 \ub192\uc544\uc9c0\uba74\uc11c SiC\/GaN \uc804\ub825 \uc18c\uc790 \uc5f0\ub9c8 \uc7a5\ube44 \uc2dc\uc7a5\uc740 \ucd08\uacbd\uc9c8 \uc7ac\ub8cc \ucc98\ub9ac \ubc0f \ucd5c\uc18c\ud55c\uc758 \ud45c\uba74 \uc190\uc0c1 \ubcf4\uc7a5\uc744 \uc704\ud55c \ud2b9\uc218 \uc5f0\uc0ad\uae30 \uc218\uc694 \uc99d\uac00\ub85c \uc778\ud574 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uacbd\uc7c1 \ud658\uacbd \ubc0f \uc8fc\uc694 \uae30\uc5c5<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ub2e4\ub8e8\uba70, Applied Materials Inc., Ebara Corporation, DISCO Corporation, Tokyo Seimitsu Co. Ltd. (ACCRETECH) \ub4f1 \uc8fc\uc694 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>6. \uc5f0\uad6c \ubc29\ubc95\ub860 \ubc0f \uc2e0\ub8b0\uc131<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub300\ub9cc, \ud14d\uc0ac\uc2a4, \ub4dc\ub808\uc2a4\ub374\uc758 \uacf5\uc815 \uc5d4\uc9c0\ub2c8\uc5b4 \ubc0f \uc8fc\uc694 OSAT \uae30\uc5c5\uc758 \uc870\ub2ec \ucc45\uc784\uc790\uc640\uc758 \uc804\ud654 \ubc0f \ud654\uc0c1 \uc778\ud130\ubdf0\ub97c \ud1b5\ud55c 1\ucc28 \uc5f0\uad6c\uc640 SEMI, SIA, JEITA, UN Comtrade \ub4f1\uc758 \uacf5\uac1c \ub370\uc774\ud130 \ubc0f \uae30\uc5c5 \uc7ac\ubb34 \ubcf4\uace0\uc11c\ub97c \ud65c\uc6a9\ud55c 2\ucc28 \uc5f0\uad6c\ub97c \uacb0\ud569\ud558\uc5ec \ub370\uc774\ud130\ub97c \uc218\uc9d1\ud558\uace0 \uac80\uc99d\ud588\uc2b5\ub2c8\ub2e4. \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \ud1b5\ud574 \uc2dc\uc7a5 \uaddc\ubaa8\ub97c \ucd94\uc815\ud558\uace0, \ubd84\uae30\ubcc4 \ucd9c\ud558\ub7c9, \uc804\ubb38\uac00 \uac80\ud1a0, \uc790\ub3d9\ud654\ub41c \ud1b5\ud654 \uc7ac\uc2e4\ud589 \ub4f1\uc744 \ud1b5\ud574 \ub370\uc774\ud130\uc758 \uc2e0\ub8b0\uc131\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. \uc18c\ubaa8\ud488 \ud3ec\ud568 \uc5ec\ubd80, \uc9c0\uc5ed\ubcc4 \uac00\uaca9 \ubcf4\uc815, \uacf5\uaca9\uc801\uc778 \uc0dd\uc0b0 \ub2a5\ub825 \uac00\uc815 \ub4f1 \ub2e4\ub978 \ubcf4\uace0\uc11c\uc640\uc758 \ucc28\uc774\uc810\uc744 \uba85\ud655\ud788 \uc81c\uc2dc\ud558\uc5ec, \ubcf8 \ubcf4\uace0\uc11c\uc758 \uae30\uc900\uc120\uc774 \uacc4\ud68d \uc218\ub9bd\uc5d0 \uc2e4\uc6a9\uc801\uc774\uace0 \uc2e0\ub8b0\ud560 \uc218 \uc788\uc74c\uc744 \uac15\uc870\ud569\ub2c8\ub2e4.<\/p>\n<p>7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<br \/>\n\ubcf4\uace0\uc11c\ub294 \ubbf8\uac1c\ucc99 \uc2dc\uc7a5 \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \ud1b5\ud574 \ud5a5\ud6c4 \uc2dc\uc7a5 \uae30\ud68c\ub97c \uc81c\uc2dc\ud569\ub2c8\ub2e4. \ud2b9\ud788, \ubbf8\uad6d, \ub124\ub35c\ub780\ub4dc, \uc77c\ubcf8\uc758 \uc5c4\uaca9\ud55c \uc218\ucd9c \ud1b5\uc81c \uaddc\uc81c\uac00 2025\ub144 \uc911\uad6d\uc73c\ub85c\uc758 \ucd9c\ud558\ub7c9\uc744 \ucd5c\ub300 30% \uac10\uc18c\uc2dc\ucf1c, \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \ubbf8\uad6d \ubc0f \uc720\ub7fd \ub0b4 \uacf5\uae09\ub9dd \ud604\uc9c0\ud654\ub97c \ucd94\uc9c4\ud558\uac8c \ub9cc\ub4dc\ub294 \ub4f1 \uc9c0\uc815\ud559\uc801 \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5\ub3c4 \ubd84\uc11d\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-55992","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\/55992"}],"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=55992"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/55992\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=55992"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=55992"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=55992"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}