{"id":58531,"date":"2026-02-26T10:04:56","date_gmt":"2026-02-26T10:04:56","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-logistics-market-mordor\/"},"modified":"2026-09-11T02:24:39","modified_gmt":"2026-09-10T17:24:39","slug":"semiconductor-logistics-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/semiconductor-logistics-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ubc18\ub3c4\uccb4 \ubb3c\ub958 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \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-logistics-market-1756462037270-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-logistics-market-size-image-1771002639594.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \uc5f0\uad6c \ubc94\uc704<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \uc2dc\uc7a5 \ud604\ud669<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 \ubbf8\uad6d \ubc0f \uc720\ub7fd\uc758 \uac00\uc18d\ud654\ub41c \ud339 \ud655\uc7a5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \uae09\uc99d\ud558\ub294 \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9d5 \uc544\uc6c3\uc18c\uc2f1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \ud30c\uc6b4\ub4dc\ub9ac \uc778\uadfc &#8216;\ubc00\ud06c\ub7f0&#8217; \ubb3c\ub958 \ubaa8\ub378\ub85c\uc758 \uc804\ud658<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 EUV \ud3ec\ud1a0\ub9ac\uc18c\uadf8\ub798\ud53c \ud654\ud559\ubb3c\uc9c8\uc5d0 \ub300\ud55c \ucf5c\ub4dc\uccb4\uc778 \uc900\uc218<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud30c\ud2b8\ub108 \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc815\ubd80 \ubcf4\uc870\uae08<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 AI \uae30\ubc18 \ub3d9\uc801 \uacbd\ub85c \uc124\uc815 \ubc0f ETA \uac00\uc2dc\uc131 \ud50c\ub7ab\ud3fc<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \uc2dc\uc7a5 \uc81c\uc57d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 \ud074\ub798\uc2a4 A \ud074\ub9b0\ub8f8 \ud2b8\ub7ed \ubc0f \ucee8\ud14c\uc774\ub108\uc758 \uc81c\ud55c\ub41c \uc6a9\ub7c9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \uc804\uc138 \ud654\ubb3c\uae30\uc5d0 \ub300\ud55c \ubcc0\ub3d9\uc131 \ub192\uc740 \uc81c\ud2b8 \uc5f0\ub8cc \ud560\uc99d\ub8cc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \uc778\uc99d\ub41c DG\/ESD \uad50\uc721 \uc778\ub825\uc758 \uc9c0\uc18d\uc801\uc778 \ubd80\uc871<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \uc911\uad6d\ud589 \ub3c4\uad6c\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \ud5c8\uac00 \uc9c0\uc5f0<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \uac00\uce58 \/ \uacf5\uae09\ub9dd \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \uaddc\uc81c \ud658\uacbd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \uae30\uc220 \uc804\ub9dd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1\uc694\uc778 \ubd84\uc11d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \uacf5\uae09\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \ub300\uccb4 \uc11c\ube44\uc2a4\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 COVID-19 \ubc0f \uc9c0\uc815\ud559\uc801 \ud63c\ub780\uc758 \uc601\ud5a5<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \uae30\ub2a5\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \uc6b4\uc1a1<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.1 \ub3c4\ub85c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.2 \ucca0\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.3 \ud574\uc0c1 \ubc0f \uc218\ub85c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.1.1.4 \ud56d\uacf5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \ucc3d\uace0 \ubc0f \uc720\ud1b5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \ubd80\uac00 \uac00\uce58 \uc11c\ube44\uc2a4 (\ud3ec\uc7a5, \ud1b5\uad00, \uc911\uac1c, \uae30\ud0c0)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \uc6b4\uc601 \ubc29\uc2dd\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \ucf5c\ub4dc\uccb4\uc778 \ubb3c\ub958<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \ube44\ucf5c\ub4dc\uccb4\uc778 \ubb3c\ub958<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \ubaa9\uc801\uc9c0\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \uad6d\ub0b4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \uad6d\uc81c<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \uc81c\ud488 \uc720\ud615\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \uc6d0\uc790\uc7ac \ubc0f \ud654\ud559\ubb3c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \uc6e8\uc774\ud37c (\ubca0\uc5b4 \ubc0f \uac00\uacf5)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \ud3ec\uc7a5\uc7ac<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 \uc644\uc81c\ud488 \ubc18\ub3c4\uccb4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 \uae30\ud0c0 (\ud3ec\ud1a0\ub9c8\uc2a4\ud06c \ubc0f \ub808\ud2f0\ud074, \ud2b9\uc218 \uc18c\ubaa8\ud488 \ub4f1)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \uc9c0\uc5ed\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \ubd81\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.1 \ubbf8\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.2 \uce90\ub098\ub2e4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.3 \uba55\uc2dc\ucf54<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.1 \ube0c\ub77c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.2 \ud398\ub8e8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.3 \uce60\ub808<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.4 \uc544\ub974\ud5e8\ud2f0\ub098<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.5 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.1 \uc778\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.2 \uc911\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.3 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.4 \ud638\uc8fc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.5 \ub300\ud55c\ubbfc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.6 \ub3d9\ub0a8\uc544\uc2dc\uc544 (\uc2f1\uac00\ud3ec\ub974, \ub9d0\ub808\uc774\uc2dc\uc544, \ud0dc\uad6d, \uc778\ub3c4\ub124\uc2dc\uc544, \ubca0\ud2b8\ub0a8, \ud544\ub9ac\ud540)<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.7 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.1 \uc601\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.2 \ub3c5\uc77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.3 \ud504\ub791\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.4 \uc2a4\ud398\uc778<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.5 \uc774\ud0c8\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.6 \ubca0\ub124\ub8e9\uc2a4 (\ubca8\uae30\uc5d0, \ub124\ub35c\ub780\ub4dc, \ub8e9\uc148\ubd80\ub974\ud06c)<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.7 \ubd81\uc720\ub7fd (\ub374\ub9c8\ud06c, \ud540\ub780\ub4dc, \uc544\uc774\uc2ac\ub780\ub4dc, \ub178\ub974\uc6e8\uc774, \uc2a4\uc6e8\ub374)<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.8 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.3 \ub0a8\uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.4 \ub098\uc774\uc9c0\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.5 \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          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)<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 DHL Supply Chain and Global Forwarding<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 Kuehne + Nagel<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 Nippon Express<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 DSV<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 Yusen Logistics<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 UPS Supply Chain Solutions<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 FedEx Logistics<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 CEVA Logistics<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 Omni Logistics<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 Dimerco<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 NNR Global Logistics<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 MOL Logistics<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 AIT Worldwide Logistics<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 Kintetsu World Express, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 Logistics Plus Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 CCS-Express<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 Buske Logistics<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 K Line Logistics<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 Javelin Logistics Company, Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 Three Way Logistics<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ubc18\ub3c4\uccb4 \ubb3c\ub958 \uc2dc\uc7a5 \uac1c\uc694 (2026-2031)<\/p>\n<p>\ubcf4\uace0\uc11c \uac1c\uc694 \ubc0f \uc2dc\uc7a5 \uc804\ub9dd<\/p>\n<p>\ubc18\ub3c4\uccb4 \ubb3c\ub958 \uc2dc\uc7a5\uc740 2025\ub144 793.2\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2026\ub144 865.5\uc5b5 \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \ucd94\uc815\ub418\uba70, 2031\ub144\uc5d0\ub294 1,338.7\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\uc5ec \uc608\uce21 \uae30\uac04(2026-2031\ub144) \ub3d9\uc548 \uc5f0\ud3c9\uade0 9.12%\uc758 \uacac\uace0\ud55c \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc804 \uc138\uacc4\uc801\uc778 \ud339(Fab) \uac74\uc124 \ud65c\ub3d9 \uc99d\uac00, \uac01\uad6d \uc815\ubd80\uc758 \uc778\uc13c\ud2f0\ube0c \ud504\ub85c\uadf8\ub7a8, \uadf8\ub9ac\uace0 \uc778\uacf5\uc9c0\ub2a5(AI) \ud558\ub4dc\uc6e8\uc5b4\uc5d0 \ub300\ud55c \uc218\uc694 \uae09\uc99d\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \ud2b9\ud788, \uc624\uc5fc \uc5c6\ub294 \uc2e0\uc18d\ud55c \uc790\uc7ac \ud750\ub984\uc774 \ud544\uc218\uc801\uc778 AI \ud558\ub4dc\uc6e8\uc5b4\uc758 \ud2b9\uc131\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5\uc740 \uae30\ub2a5(\uc6b4\uc1a1, \ucc3d\uace0 \ubc0f \uc720\ud1b5 \ub4f1), \uc6b4\uc601 \ubc29\uc2dd(\ucf5c\ub4dc\uccb4\uc778 \ubb3c\ub958, \ube44\ucf5c\ub4dc\uccb4\uc778 \ubb3c\ub958), \ubaa9\uc801\uc9c0(\uad6d\ub0b4, \uad6d\uc81c), \uc81c\ud488 \uc720\ud615(\uc6d0\uc790\uc7ac \ubc0f \ud654\ud559\ubb3c\uc9c8 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc720\ub7fd, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc790 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc73c\ub85c \uc608\uce21\ub418\uba70, \uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \ub0ae\uc740 \uc218\uc900\uc744 \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>\ubc18\ub3c4\uccb4 \ubb3c\ub958 \uc2dc\uc7a5\uc740 \uc6b4\uc1a1 \uc11c\ube44\uc2a4\uac00 \uc5ec\uc804\ud788 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud558\uc9c0\ub9cc, \uc804\ubb38 \ud3ec\uc7a5, \uc218\ucd9c \ud1b5\uc81c \ubb38\uc11c\ud654, \uaddc\uc815 \uc900\uc218 \uac10\uc0ac\uc640 \uac19\uc740 \ubd80\uac00\uac00\uce58 \uc11c\ube44\uc2a4\uc758 \uc131\uc7a5\uc774 \ub450\ub4dc\ub7ec\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \ud1b5\ud569\ub41c \uacf5\uae09\ub9dd \ud30c\ud2b8\ub108\ub97c \uc120\ud638\ud568\uc5d0 \ub530\ub77c \uc774\ub7ec\ud55c \uc11c\ube44\uc2a4\uc758 \uc911\uc694\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, Class A \ud074\ub9b0\ub8f8 \ucc28\ub7c9, \uadf9\uc790\uc678\uc120(EUV) \ud654\ud559\ubb3c\uc9c8\uc744 \uc704\ud55c \ucf5c\ub4dc\uccb4\uc778 \ub124\ud2b8\uc6cc\ud06c, AI \uae30\ubc18 \uacbd\ub85c \uc124\uc815 \ud50c\ub7ab\ud3fc\uc5d0 \ub300\ud55c \ud22c\uc790\uac00 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d, \uc720\ub7fd, \uc77c\ubcf8 \ub4f1\uc9c0\uc5d0\uc11c \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud30c\ud2b8\ub108 \uacf5\uae09\ub9dd \uc815\ucc45\uc774 \uac15\ud654\ub418\uba74\uc11c \uc804\ud1b5\uc801\uc778 \uc544\uc2dc\uc544 \uc911\uc2ec\uc758 \ubb34\uc5ed \uacbd\ub85c\uac00 \uc7ac\ud3b8\ub418\uace0 \uc788\uc73c\uba70, \ubb3c\ub958 \uc81c\uacf5\uc5c5\uccb4\ub4e4\uc740 \uc0c8\ub85c\uc6b4 \ud339 \ud074\ub7ec\uc2a4\ud130 \uadfc\ucc98\uc5d0 \uc9c0\uc5ed \ud5c8\ube0c\ub97c \uad6c\ucd95\ud558\uace0 \uad6d\uac00 \uc548\ubcf4 \uc694\uad6c\uc0ac\ud56d\uc5d0 \ubd80\ud569\ud558\ub294 \ub192\uc740 \uc11c\ube44\uc2a4 \ud45c\uc900\uc744 \uc720\uc9c0\ud574\uc57c \ud558\ub294 \uacfc\uc81c\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825<\/p>\n<p>*   \ubbf8\uad6d \ubc0f \uc720\ub7fd\uc758 \ud339 \ud655\uc7a5 \uac00\uc18d\ud654: 2025-2026\ub144 \uc0ac\uc774\uc5d0 \ubbf8\uc8fc, \uc77c\ubcf8, \uc720\ub7fd\uc5d0 18\uac1c\uc758 \uc0c8\ub85c\uc6b4 \ud339 \uac74\uc124\uc774 \uc608\uc815\ub418\uc5b4 \uc788\uc73c\uba70, \uc774\ub294 \uc624\uc5fc \uc5c6\ub294 \uc6b4\uc1a1 \ub124\ud2b8\uc6cc\ud06c\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \uc99d\uac00\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC\uc758 \uc560\ub9ac\uc870\ub098 \ucea0\ud37c\uc2a4\ub098 \uc778\ud154\uc758 \ud655\uc7a5 \ud504\ub85c\uc81d\ud2b8\uc640 \uac19\uc740 \ub300\uaddc\ubaa8 \ud22c\uc790\ub294 \ucd08\uace0\uc21c\ub3c4 \uac00\uc2a4, \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8, \uc6e8\uc774\ud37c \ud3ec\ub4dc \ub4f1\uc758 \uc801\uc2dc \uc6b4\uc1a1\uc744 \uc704\ud55c \uc9c0\uc5ed\ubcc4 &#8216;\ubc00\ud06c\ub7f0(milk-run)&#8217; \ubb3c\ub958 \ubaa8\ub378\uc744 \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9d5 \uc544\uc6c3\uc18c\uc2f1 \uae09\uc99d: \ub9d0\ub808\uc774\uc2dc\uc544, \ubca0\ud2b8\ub0a8, \ud544\ub9ac\ud540 \ub4f1\uc9c0\uc5d0\uc11c \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc544\uc6c3\uc18c\uc2f1\uc774 \ube60\ub974\uac8c \uc99d\uac00\ud558\uba74\uc11c \ud2b9\uc815 \uc9c0\uc810 \uac04 \uc6b4\uc1a1 \uc218\uc694\uac00 \ub298\uace0 \uc788\uc2b5\ub2c8\ub2e4. ASE Technology\uc640 Amkor\uc758 \ub300\uaddc\ubaa8 \ud655\uc7a5 \ud504\ub85c\uc81d\ud2b8\ub294 \uc628\ub3c4\uc5d0 \ubbfc\uac10\ud55c \uae30\ud310, \ub9ac\ub4dc \ud504\ub808\uc784, \ub77c\ubbf8\ub124\uc774\ud2b8 \ub4f1\uc758 \ubb3c\ub3d9\ub7c9\uc744 \ud06c\uac8c \ub298\ub9ac\uace0 \uc788\uc73c\uba70, \ubcf4\uc138 \ud1b5\ud569 \ucc3d\uace0, ISO 14001 \uc900\uc218 \ucc28\ub7c9, 24\uc2dc\uac04 \ud1b5\uad00 \uc11c\ube44\uc2a4\uc5d0 \ub300\ud55c \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI \uae30\ubc18 \ub3d9\uc801 \uacbd\ub85c \uc124\uc815 \ubc0f ETA \uac00\uc2dc\uc131 \ud50c\ub7ab\ud3fc: \ubb3c\ub958 \uad00\ub9ac\uac00 \uc218\ub3d9 \uacc4\ud68d\uc5d0\uc11c AI \uc54c\uace0\ub9ac\uc998 \uae30\ubc18\uc73c\ub85c \uc804\ud658\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. DHL Supply Chain\uc758 \uc0dd\uc131\ud615 AI \ub3c4\uad6c\ub294 \ucd9c\ud558 \ub370\uc774\ud130\ub97c \ubd84\uc11d\ud558\uace0 \ub124\ud2b8\uc6cc\ud06c \uc124\uacc4\ub97c \uba87 \ubd84 \uc548\uc5d0 \uc81c\uc548\ud558\uc5ec \uacc4\ud68d \uc8fc\uae30\ub97c 80% \ub2e8\ucd95\ud569\ub2c8\ub2e4. IoT \ub370\uc774\ud130 \ub85c\uac70\ub97c \ud1b5\ud574 \uc2e4\uc2dc\uac04 \uc628\ub3c4, \uc2b5\ub3c4, \ucda9\uaca9 \uce21\uc815\uac12\uc744 \uc81c\uacf5\ud558\uc5ec EUV \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8\uc640 \ub9c8\uc774\ud06c\ub85c \ub80c\uc988\uc758 \uc704\ud5d8\uc744 \uc904\uc785\ub2c8\ub2e4.<br \/>\n*   \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud30c\ud2b8\ub108 \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc815\ubd80 \ubcf4\uc870\uae08: CHIPS Act\uc640 \uac19\uc740 \uc815\ubd80 \uc815\ucc45\uc740 \uad6d\ub0b4 \ub610\ub294 \ub3d9\ub9f9\uad6d \uacf5\uae09\ub9dd \ucc38\uc5ec\uc5d0 \ub530\ub77c \ud504\ub85c\uc81d\ud2b8 \uc790\uae08\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc774\ub294 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \ud339 \uadfc\ucc98\uc5d0 \uac00\uc2a4 \ub18d\uc7a5, \ud654\ud559\ubb3c\uc9c8 \ud63c\ud569 \uc2a4\ud14c\uc774\uc158 \ub4f1\uc744 \uacf5\ub3d9 \ubc30\uce58\ud558\ub3c4\ub85d \uc720\ub3c4\ud558\uba70, ISO 9001 \uc778\uc99d \ubb3c\ub958 \uc81c\uacf5\uc5c5\uccb4 \ubc0f \uc5d4\ub4dc\ud22c\uc5d4\ub4dc \ucd94\uc801\uc131\uc744 \uc694\uad6c\ud558\uc5ec \ubc18\ub3c4\uccb4 \ubb3c\ub958 \uc2dc\uc7a5\uc758 \uc218\uc694\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<\/p>\n<p>*   Class A \ud074\ub9b0\ub8f8 \ud2b8\ub7ed \ubc0f \ucee8\ud14c\uc774\ub108\uc758 \uc81c\ud55c\ub41c \uc6a9\ub7c9: \ud339 \uac74\uc124 \ubc1c\ud45c \uc18d\ub3c4\uac00 \uc804\ubb38 \ucc28\ub7c9 \uacf5\uae09\uc744 \uc55e\uc9c0\ub974\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud074\ub9b0\ub8f8 \ud2b8\ub808\uc77c\ub7ec \uc81c\uc870\uc5c5\uccb4\ub294 18\uac1c\uc6d4 \uc774\uc0c1\uc758 \uc8fc\ubb38 \uc794\uace0\ub97c \ubcf4\uace0\ud558\uba70, ISO Class 5 \ub77c\uc774\ub108\uc758 \uac00\uaca9 \uc778\uc0c1\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc778\uc99d\ub41c DG\/ESD \uad50\uc721 \uc778\ub825\uc758 \uc9c0\uc18d\uc801\uc778 \ubd80\uc871: \uc704\ud5d8\ubb3c \ubc0f \uc815\uc804\uae30 \ubc29\uc804(ESD) \uc778\uc99d \uc778\ub825\uc758 \uc804 \uc138\uacc4\uc801\uc778 \ubd80\uc871\uc740 \ud339 \ubc0f \ud328\ud0a4\uc9d5 \ud655\uc7a5 \uc18d\ub3c4\ub97c \ub530\ub77c\uac00\uc9c0 \ubabb\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2029\ub144\uae4c\uc9c0 146,000\uba85\uc758 \uc778\ub825 \ubd80\uc871\uc774 \uc608\uc0c1\ub418\uba70, \uc774\ub294 \ubb3c\ub958 \uc81c\uacf5\uc5c5\uccb4\uc758 \uaddc\uc815 \uc900\uc218 \uac10\ub3c5\uc744 \uc5b4\ub835\uac8c \ud558\uace0 \uc778\uac74\ube44 \uc0c1\uc2b9 \uc555\ub825\uc744 \uac00\uc911\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc804\uc138 \ud654\ubb3c\uae30\uc758 \ubd88\uc548\uc815\ud55c \uc81c\ud2b8 \uc5f0\ub8cc \ud560\uc99d\ub8cc: \ud2b9\ud788 \ud0dc\ud3c9\uc591 \ud6a1\ub2e8 \ub178\uc120\uc5d0\uc11c \uc81c\ud2b8 \uc5f0\ub8cc \ud560\uc99d\ub8cc\uc758 \ubcc0\ub3d9\uc131\uc740 \uc6b4\uc1a1 \ube44\uc6a9\uc5d0 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<br \/>\n*   \uc911\uad6d\ud589 \uc7a5\ube44\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \ud5c8\uac00 \uc9c0\uc5f0: \uc911\uad6d \uad00\ub828 \ubb34\uc5ed \uacbd\ub85c\uc5d0\uc11c \uc218\ucd9c \ud1b5\uc81c \ud5c8\uac00 \uc9c0\uc5f0\uc740 \ubb3c\ub958 \ud750\ub984\uc5d0 \uc81c\uc57d\uc744 \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uae30\ub2a5\ubcc4: \uc6b4\uc1a1 \uc11c\ube44\uc2a4\uac00 2025\ub144 \uc2dc\uc7a5\uc758 58.93%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud339, OSAT(\ubc18\ub3c4\uccb4 \uc870\ub9bd \ubc0f \ud14c\uc2a4\ud2b8), OEM(\uc8fc\ubb38\uc790 \uc0c1\ud45c \ubd80\ucc29 \uc0dd\uc0b0)\uc740 \uace0\uac00 \ud654\ubb3c\uc758 \uc801\uc2dc, \ubb34\uc624\uc5fc \uc6b4\uc1a1\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4. \ud55c\ud3b8, \ubd80\uac00\uac00\uce58 \uc11c\ube44\uc2a4\ub294 \uacf5\uae09\ub9dd \ubcf5\uc7a1\uc131 \uc99d\uac00\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 4.08%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc6b4\uc601 \ubc29\uc2dd\ubcc4: \ube44\ucf5c\ub4dc\uccb4\uc778 \uc11c\ube44\uc2a4\uac00 2025\ub144 \uc2dc\uc7a5\uc758 76.70%\ub97c \ucc28\uc9c0\ud558\uba70 \uc644\uc81c\ud488 \uce69, \ud234\ub9c1, \uc77c\ubc18 \uc7ac\ub8cc \uc6b4\uc1a1\uc744 \ub2f4\ub2f9\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 EUV \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8, \ud2b9\uc218 \uac00\uc2a4 \ub4f1 \uc5c4\uaca9\ud55c \uc628\ub3c4 \uad00\ub9ac\uac00 \ud544\uc694\ud55c \ud488\ubaa9\uc758 \uc218\uc694 \uc99d\uac00\ub85c \ucf5c\ub4dc\uccb4\uc778 \ubb3c\ub958\ub294 4.78%\uc758 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \ubaa9\uc801\uc9c0\ubcc4: \uad6d\uc81c \uc6b4\uc1a1\uc774 2025\ub144 \ub9e4\ucd9c\uc758 65.95%\ub97c \ucc28\uc9c0\ud558\uba70 \uc5ec\uc804\ud788 \uc9c0\ubc30\uc801\uc785\ub2c8\ub2e4. \uc124\uacc4, \uc81c\uc870, \uc870\ub9bd\uc774 \uc5ec\ub7ec \ub300\ub959\uc5d0 \uac78\uccd0 \uc774\ub8e8\uc5b4\uc9c0\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ud558\uc9c0\ub9cc CHIPS Act\uc640 \uac19\uc740 \uad6d\ub0b4 \uc778\uc13c\ud2f0\ube0c\ub85c \uc778\ud574 \ubbf8\uad6d, \uc720\ub7fd, \uc77c\ubcf8\uc758 \uad6d\ub0b4 \uc6b4\uc1a1\uc740 3.95%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc81c\ud488 \uc720\ud615\ubcc4: \uc644\uc81c\ud488 \ubc18\ub3c4\uccb4\ub294 2025\ub144 \ub9e4\ucd9c\uc758 40.92%\ub97c \ucc28\uc9c0\ud558\uba70 \ub192\uc740 \ub2e8\uac00\ub85c \uc778\ud574 \ud504\ub9ac\ubbf8\uc5c4 \uc6b4\uc1a1 \uc11c\ube44\uc2a4\ub97c \uc774\uc6a9\ud569\ub2c8\ub2e4. \ubc18\uba74, \uc6d0\uc790\uc7ac \ubc0f \ud654\ud559\ubb3c\uc9c8\uc740 \ucca8\ub2e8 \ub178\ub4dc \uc218\uc694 \uc99d\uac00\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 4.55%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 43.10%\ub85c \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uba70, 2031\ub144\uae4c\uc9c0 4.85%\uc758 \uac00\uc7a5 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. TSMC\uc758 \ub300\ub9cc \ud339 \ub9ac\ub354\uc2ed, \uc0bc\uc131\uacfc SK\ud558\uc774\ub2c9\uc2a4\uc758 \ud55c\uad6d \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4 \uc9c0\ubc30\ub825, \ub9d0\ub808\uc774\uc2dc\uc544\uc640 \ubca0\ud2b8\ub0a8 \ub4f1 \ub3d9\ub0a8\uc544\uc2dc\uc544\uc758 \ud328\ud0a4\uc9d5 \ud22c\uc790 \ud655\ub300\uac00 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4.<br \/>\n*   \ubd81\ubbf8: CHIPS Act\uc5d0 \ub530\ub978 \uc815\ubd80 \ud22c\uc790\uc640 \ub9ac\uc1fc\uc5b4\ub9c1(reshoring) \uc774\ub2c8\uc154\ud2f0\ube0c\uc5d0 \ud798\uc785\uc5b4 \uac15\ub825\ud55c \uc131\uc7a5 \ubaa8\uba58\ud140\uc744 \ubcf4\uc785\ub2c8\ub2e4. TSMC\uc758 \uc560\ub9ac\uc870\ub098 \ud22c\uc790, \uc778\ud154\uc758 \uad6d\ub0b4 \ub300\uaddc\ubaa8 \ud22c\uc790\ub294 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc744 \uc704\ud55c \uc0c8\ub85c\uc6b4 \uad6d\ub0b4 \ubb3c\ub958 \uacbd\ub85c\ub97c \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \uc720\ub7fd \ubc18\ub3c4\uccb4\ubc95(European Chips Act)\uacfc \uac19\uc740 \uc0b0\uc5c5 \uc815\ucc45 \ubc0f \uacf5\uacf5 \ud22c\uc790\ub85c \uc804\ub7b5\uc801 \uc131\uc7a5 \uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uc758 \uc2e4\ub9ac\ucf58 \uc791\uc13c(Silicon Saxony) \uc9c0\uc5ed\uc740 \ud1b5\ud569 \uc0dd\ud0dc\uacc4\uc758 \ubaa8\ub378\uc774\uba70, onsemi\uc758 \uccb4\ucf54 \uc2e4\ub9ac\ucf58 \uce74\ubc14\uc774\ub4dc \uc2dc\uc124 \ud22c\uc790 \ub4f1 \uc8fc\uc694 \ud22c\uc790\uac00 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\ubc18\ub3c4\uccb4 \ubb3c\ub958 \uc2dc\uc7a5\uc740 \uc911\uac04 \uc815\ub3c4\uc758 \ud30c\ud3b8\ud654\ub41c \uad6c\uc870\ub97c \ubcf4\uc774\uba70, \uc5c4\uaca9\ud55c \ud074\ub9b0\ub8f8, \uc628\ub3c4 \uc81c\uc5b4 \ubc0f \ubcf4\uc548 \uc694\uad6c\uc0ac\ud56d\uc744 \ucda9\uc871\ud560 \uc218 \uc788\ub294 \uc804\ubb38 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub97c \uc911\uc2ec\uc73c\ub85c \ud1b5\ud569\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. DHL Supply Chain, Kuehne+Nagel\uacfc \uac19\uc740 \uc21c\uc218 \ubb3c\ub958 \uae30\uc5c5\ub4e4\uc740 \uc804\ubb38 \uc778\ud504\ub77c \ubc0f \uae30\uc220 \ud50c\ub7ab\ud3fc\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \ud1b5\ud574 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uacbd\uc7c1\uc740 AI \uae30\ubc18 \ub3d9\uc801 \uacbd\ub85c \uc124\uc815, IoT \uae30\ubc18 \ud654\ubb3c \ubaa8\ub2c8\ud130\ub9c1, \uc608\uce21 \ubd84\uc11d \ub4f1 \uae30\uc220 \uc5ed\ub7c9\uc744 \uae30\ubc18\uc73c\ub85c \uc2ec\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. ESD \uc778\uc99d \uc6b4\uc1a1, \ud074\ub9b0\ub8f8 \ubaa8\ubc14\uc77c \uc194\ub8e8\uc158, \uc218\ucd9c \ud1b5\uc81c \uaddc\uc815 \uc900\uc218 \uc790\ub3d9\ud654 \ub4f1\uacfc \uac19\uc740 \uc804\ubb38 \ubd84\uc57c\uc5d0\uc11c \uc0c8\ub85c\uc6b4 \uae30\ud68c\uac00 \uc874\uc7ac\ud558\uba70, \ube14\ub85d\uccb4\uc778 \uae30\uc220 \ubc0f \uc790\uc728 \uc2dc\uc2a4\ud15c\uc744 \ud65c\uc6a9\ud558\ub294 \uc2e0\ud765 \uae30\uc5c5\ub4e4\ub3c4 \ub4f1\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 6\uc6d4: DHL Global Forwarding\uc740 \ud504\ub791\ud06c\ud478\ub974\ud2b8 \uacf5\ud56d\uc5d0 24,500m\u00b2 \uaddc\ubaa8\uc758 \ud56d\uacf5 \ud654\ubb3c \ud5c8\ube0c\ub97c \uac1c\uc124\ud558\uc5ec \uc5f0\uac04 300,000\ud1a4\uc758 \ucc98\ub9ac \ub2a5\ub825\uc744 \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 4\uc6d4: DHL Group\uc740 2030\ub144\uae4c\uc9c0 20\uc5b5 \uc720\ub85c(\uc57d 22\uc5b5 \ub2ec\ub7ec)\ub97c \ud5ec\uc2a4\ucf00\uc5b4 \ubb3c\ub958 \ubc0f \ucf5c\ub4dc\uccb4\uc778 \uc778\ud504\ub77c\uc5d0 \ud22c\uc790\ud558\uc5ec EUV \ud654\ud559\ubb3c\uc9c8 \uc6b4\uc1a1 \uc5ed\ub7c9\uc744 \uac15\ud654\ud560 \uac83\uc774\ub77c\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2024\ub144 12\uc6d4: Nippon Express Holdings\ub294 Tive\uc640 \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed\uc744 \uccb4\uacb0\ud558\uc5ec Solo 5G IoT \uc7a5\uce58\ub97c \ud65c\uc6a9, \uc628\ub3c4, \uc2b5\ub3c4, \ucda9\uaca9\uc5d0 \ubbfc\uac10\ud55c \ubc18\ub3c4\uccb4 \ud654\ubb3c\uc5d0 \ub300\ud55c \uc2e4\uc2dc\uac04 \ubaa8\ub2c8\ud130\ub9c1 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ubc18\ub3c4\uccb4 \ubb3c\ub958 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \uc81c\uc870 \uacf5\uc815 \ubc0f \uad00\ub828 \ubb3c\ub958 \ud65c\ub3d9 \uc804\ubc18\uc744 \ub2e4\ub8e8\uba70, \uacbd\uc81c \ud3c9\uac00, \uc2dc\uc7a5 \uac1c\uc694, \uc8fc\uc694 \ubd80\ubb38\ubcc4 \uc2dc\uc7a5 \uaddc\ubaa8 \ucd94\uc815, \uc2e0\ud765 \ud2b8\ub80c\ub4dc, \uc2dc\uc7a5 \uc5ed\ud559, \uc9c0\ub9ac\uc801 \ub3d9\ud5a5 \ubc0f COVID-19\uc758 \uc601\ud5a5\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uaddc\ubaa8:<br \/>\n\ubc18\ub3c4\uccb4 \ubb3c\ub958 \uc2dc\uc7a5\uc740 2026\ub144 \uae30\uc900 865.5\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ud3c9\uac00\ub418\uba70, \ud2b9\ud788 EUV \ud3ec\ud1a0\ub9ac\uc18c\uadf8\ub798\ud53c \ud654\ud559\ubb3c\uc9c8\uc744 \uc704\ud55c \ucf5c\ub4dc\uccb4\uc778 \ubb3c\ub958\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.78%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \ud3ec\uc7a5, \ud1b5\uad00, \uc911\uac1c \ub4f1 \ubd80\uac00\uac00\uce58 \uc11c\ube44\uc2a4 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 4.08%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \ud1b5\ud569 \uc81c\uc870 \uc0dd\ud0dc\uacc4\ub97c \ubc14\ud0d5\uc73c\ub85c \uc804\uccb4 \ubc18\ub3c4\uccb4 \ubb3c\ub958 \ud65c\ub3d9\uc758 43.10%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \ubbf8\uad6d\uacfc \uc720\ub7fd\uc758 \uac00\uc18d\ud654\ub41c \ud339(Fab) \ud655\uc7a5, \ub3d9\ub0a8\uc544\uc2dc\uc544 \uc9c0\uc5ed\uc758 \uc6e8\uc774\ud37c \ub808\ubca8 \ud328\ud0a4\uc9d5 \uc544\uc6c3\uc18c\uc2f1 \uc99d\uac00, \uadfc\uc811 \ud30c\uc6b4\ub4dc\ub9ac &#8216;\ubc00\ud06c\ub7f0(milk-run)&#8217; \ubb3c\ub958 \ubaa8\ub378\ub85c\uc758 \uc804\ud658, EUV \ud3ec\ud1a0\ub9ac\uc18c\uadf8\ub798\ud53c \ud654\ud559\ubb3c\uc9c8\uc5d0 \ub300\ud55c \ucf5c\ub4dc\uccb4\uc778 \uaddc\uc815 \uc900\uc218 \uac15\ud654\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud30c\ud2b8\ub108 \uacf5\uae09\ub9dd\uc5d0 \ub300\ud55c \uc815\ubd80 \ubcf4\uc870\uae08 \uc9c0\uc6d0(\uc608: CHIPS Act)\uacfc AI \uae30\ubc18\uc758 \ub3d9\uc801 \ub77c\uc6b0\ud305 \ubc0f ETA(\ub3c4\ucc29 \uc608\uc815 \uc2dc\uac04) \uac00\uc2dc\uc131 \ud50c\ub7ab\ud3fc \ub3c4\uc785\uc774 \uacf5\uae09\ub9dd \ud0c4\ub825\uc131\uc744 \ub192\uc774\uace0 \uacc4\ud68d \uc8fc\uae30\ub97c \ub2e8\ucd95\ud558\uba70 \uc2e4\uc2dc\uac04 \ud654\ubb3c \ubaa8\ub2c8\ud130\ub9c1\uc744 \uac00\ub2a5\ud558\uac8c \ud558\uc5ec \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 Class A \ud074\ub9b0\ub8f8 \ud2b8\ub7ed \ubc0f \ucee8\ud14c\uc774\ub108\uc758 \uc81c\ud55c\ub41c \uc6a9\ub7c9, \uc804\uc138 \ud654\ubb3c\uae30\uc5d0 \ub300\ud55c \ubcc0\ub3d9\uc131 \ub192\uc740 \uc81c\ud2b8 \uc5f0\ub8cc \ud560\uc99d\ub8cc, \uc704\ud5d8\ubb3c(DG) \ubc0f \uc815\uc804\uae30 \ubc29\uc9c0(ESD) \uad50\uc721\uc744 \ubc1b\uc740 \uc804\ubb38 \uc778\ub825\uc758 \uc9c0\uc18d\uc801\uc778 \ubd80\uc871, \uadf8\ub9ac\uace0 \uc911\uad6d\uc73c\ub85c \ud5a5\ud558\ub294 \uc7a5\ube44\uc5d0 \ub300\ud55c \uc218\ucd9c \ud1b5\uc81c \ub77c\uc774\uc120\uc2a4 \uc9c0\uc5f0 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c \uc138\ubd84\ud654:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \uae30\ub2a5\ubcc4(\uc6b4\uc1a1 &#8211; \ub3c4\ub85c, \ucca0\ub3c4, \ud574\uc0c1, \ud56d\uacf5; \ucc3d\uace0 \ubc0f \uc720\ud1b5; \ubd80\uac00\uac00\uce58 \uc11c\ube44\uc2a4), \uc6b4\uc601 \ubc29\uc2dd\ubcc4(\ucf5c\ub4dc\uccb4\uc778 \ubb3c\ub958, \ube44\ucf5c\ub4dc\uccb4\uc778 \ubb3c\ub958), \ubaa9\uc801\uc9c0\ubcc4(\uad6d\ub0b4, \uad6d\uc81c), \uc81c\ud488 \uc720\ud615\ubcc4(\uc6d0\uc790\uc7ac \ubc0f \ud654\ud559\ubb3c\uc9c8, \uc6e8\uc774\ud37c, \ud3ec\uc7a5\uc7ac, \uc644\uc81c\ud488 \ubc18\ub3c4\uccb4, \uae30\ud0c0), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \ub0a8\ubbf8, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc720\ub7fd, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc5d0\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f DHL Supply Chain, Kuehne + Nagel, Nippon Express \ub4f1 \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \ud504\ub85c\ud544\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \ub610\ud55c, \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ud2b9\ud788 \ubbf8\ucda9\uc871 \uc218\uc694\uc5d0 \ub300\ud55c \ud3c9\uac00\ub3c4 \uc81c\uc2dc\ub429\ub2c8\ub2e4.<\/p>\n<p>COVID-19 \ubc0f \uc9c0\uc815\ud559\uc801 \uc601\ud5a5:<br \/>\n\ubcf4\uace0\uc11c\ub294 COVID-19 \ud32c\ub370\ubbf9\uacfc \uc9c0\uc815\ud559\uc801 \ud63c\ub780\uc774 \ubc18\ub3c4\uccb4 \ubb3c\ub958 \uc2dc\uc7a5\uc5d0 \ubbf8\uce5c \uc601\ud5a5\uc5d0 \ub300\ud574\uc11c\ub3c4 \uc2ec\uce35\uc801\uc73c\ub85c \ub2e4\ub8e8\uace0 \uc788\uc2b5\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-58531","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\/58531"}],"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=58531"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/58531\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=58531"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=58531"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=58531"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}