{"id":36684,"date":"2026-05-27T00:08:58","date_gmt":"2026-05-26T15:08:58","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=36684"},"modified":"2026-05-27T00:08:58","modified_gmt":"2026-05-26T15:08:58","slug":"%ec%98%81%ec%83%81%ed%99%94%ec%9b%a8%ec%9d%b4-euv-%ec%97%86%ec%9d%b4-1-4%eb%82%98%eb%85%b8%ea%b8%89-%ec%b9%a9-%ec%96%91%ec%82%b0-%eb%aa%a9%ed%91%9c2031%eb%85%84-%ec%a0%9c%ec%8b%9c","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=36684","title":{"rendered":"\uc601\uc0c1\ud654\uc6e8\uc774, EUV \uc5c6\uc774 1.4\ub098\ub178\uae09 \uce69 \uc591\uc0b0 \ubaa9\ud45c\u20262031\ub144 \uc81c\uc2dc"},"content":{"rendered":"

\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551<\/p>\n

* \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report & Insight Summarizing Media)\uc740 \ud55c\uad6d\uc5b8\ub860\uc9c4\ud765\uc7ac\ub2e8\uc758 \uc9c0\uc6d0\uc744 \ubc1b\uc544 \uac1c\ubc1c\ud55c \u2018\uc778\uacf5\uc9c0\ub2a5(AI) \uae30\ubc18 \ub9de\ucda4\ud615 \ub274\uc2a4 \ucd94\ucc9c \ubc0f \uc694\uc57d \uc11c\ube44\uc2a4\u2019\uc785\ub2c8\ub2e4. \ub3c5\uc790 \uc720\ud615\ubcc4 \ub9de\ucda4 \ub274\uc2a4 6\uac1c\ub97c \uc120\ubcc4\ud574 \uc81c\uacf5\ud569\ub2c8\ub2e4<\/p>\n

[\uc8fc\uc694 \uc774\uc288 \ube0c\ub9ac\ud551]<\/p>\n

\u25a0 \ud654\uc6e8\uc774 \ubc18\ub3c4\uccb4 \uc790\ub9bd: \ud654\uc6e8\uc774\uac00 EUV \ub178\uad11\uc7a5\ube44 \uc5c6\uc774 \u2018\ud0c0\uc6b0 \uc2a4\ucf00\uc77c\ub9c1 \ubc95\uce59\u2019 \uae30\ubc18 \ub85c\uc9c1 \ud3f4\ub529 \uc544\ud0a4\ud14d\ucc98\ub97c \uc801\uc6a9\ud574 2031\ub144\uae4c\uc9c0 1.4\ub098\ub178\uae09 \uce69 \uc591\uc0b0\uc5d0 \ub098\uc11c\uba70 TSMC\u00b7\uc0bc\uc131\uc804\uc790(005930) \uc640\uc758 \uae30\uc220 \uaca9\ucc28\ub97c 2~3\ub144\uc73c\ub85c \uc881\ud788\uaca0\ub2e4\uace0 \uc120\uc5b8\ud588\ub2e4. \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uad6d\uc0b0\ud654\uc728\uc774 \uc62c\ud574 \ucd08 \uae30\uc900 35%\uae4c\uc9c0 \ub192\uc544\uc9c0\uace0 \ud575\uc2ec \uc18c\uc7ac \uc790\uae09\ud654\ub3c4 \uc18d\ub3c4\ub97c \ub0b4\ub294 \uac00\uc6b4\ub370, \uc820\uc2a8 \ud669 \uc5d4\ube44\ub514\uc544 CEO\uac00 \u201c\uc911\uad6d AI \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 \ud654\uc6e8\uc774\uc5d0 \ub0b4\uc92c\ub2e4\u201d\uace0 \uc790\uc778\ud55c \uc810\uc740 \ubbf8\u00b7\uc911 \ubc18\ub3c4\uccb4 \ud328\uad8c \uacbd\uc7c1\uc758 \ubb34\uac8c\uc911\uc2ec \uc774\ub3d9\uc744 \ubcf4\uc5ec\uc900\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n

\u25a0 \u97d3\uc99d\uc2dc \uc3e0\ub9bc \uacbd\uace0: \uba54\ubaa8\ub9ac \uad00\ub828 \uc8fc\uc2dd\ub4e4\uc774 \uc62c\ud574 100% \uc774\uc0c1 \uc0c1\uc2b9\ub960\uc744 \uae30\ub85d\ud558\uba70 \ud55c\u00b7\ubbf8 \uc99d\uc2dc \uc0c1\uc2b9\uc744 \uacac\uc778\ud55c \uac00\uc6b4\ub370, \ube14\ub8e8\ubc15\uc2a4\u00b7JM \ud540 \ub4f1 \uc6d4\uac00 \uc790\uc0b0\uc6b4\uc6a9\uc0ac\ub4e4\uc774 \uba54\ubaa8\ub9ac \uc5c5\uc885\uc758 \uc8fc\uae30\uc801 \ud2b9\uc131\uc744 \uac04\uacfc\ud558\ub294 \uac83\uc740 \uc704\ud5d8\ud558\ub2e4\uace0 \uacbd\uace0\ud588\ub2e4. \uc2a4\ud0e0\ub2e4\ub4dc\ucc28\ud0c0\ub4dc\uc758 \uc2a4\ud2f0\ube0c \ube0c\ub77c\uc774\uc2a4 CIO\ub294 \u201c\ud55c\uad6d \uc99d\uc2dc \ub099\uad00\ub860\uc774 \uc815\uc810\uc5d0 \uac00\uae4c\uc6cc\uc84c\ub2e4\u201d\uba70 \ucc28\uc775 \uc2e4\ud604\uacfc \uae00\ub85c\ubc8c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubd84\uc0b0\uc73c\ub85c\uc758 \uc804\ud658\uc744 \uad8c\uace0\ud558\ub294 \uc0c1\ud669\uc774\ub2e4.<\/p>\n

\u25a0 \uc6d0\uc720 \uc218\uae09 \ub2e4\ubcc0\ud654: \ubbf8\u00b7\uc774\ub780 \uc804\uc7c1 \uc7a5\uae30\ud654\ub85c 5~7\uc6d4 \uc218\uc785 \uc608\uc815 \uc6d0\uc720 \uc911 \uc911\ub3d9\uc0b0 \ube44\uc911\uc774 48.5%\ub85c \ub0b4\ub824\uc549\uc544 \uc9c0\ub09c\ud574 69.1%\uc5d0\uc11c 20%\ud3ec\uc778\ud2b8 \uc774\uc0c1 \uae09\uac10\ud558\uba70 \uc774\ub840\uc801\uc778 50% \ud558\ud68c \uad6d\uba74\uc5d0 \uc811\uc5b4\ub4e4\uc5c8\ub2e4. \ubbf8\uc8fc\uc0b0\uc740 35.6%, \uc544\ud504\ub9ac\uce74\uc0b0\uc740 2.2%\uc5d0\uc11c 8.3%\ub85c \uce58\uc19f\ub294 \ub4f1 \uc218\uc785\ucc98 \ub2e4\ubcc0\ud654\uac00 \ubcf8\uaca9\ud654\ud588\uc73c\uba70, \uc815\ubd80\ub294 IEA\uc640 \uacb0\uc758\ud55c 2246\ub9cc \ubc30\ub7f4\uc758 \ube44\ucd95\uc720 \ubc29\ucd9c \uc2dc\ud55c(6\uc6d4 9\uc77c)\uc744 \uc55e\ub450\uace0 \ubc29\ucd9c \ucd5c\uc18c\ud654 \ubc29\uc548\uc744 \ub450\uace0 \uace0\uc2ec\ud558\ub294 \ud615\uad6d\uc774\ub2e4.<\/p>\n

[\uae00\ub85c\ubc8c \ud22c\uc790\uc790 \uad00\uc2ec \ub274\uc2a4]<\/p>\n

1. \u201c\ud0c0\uc6b0\uc758 \ubc95\uce59\uc73c\ub85c 1.4\ub098\ub178 \uc218\uc900 \uce69 \uc591\uc0b0\u201d\u2026\u7f8e \uaddc\uc81c\uc5d0 \uc2b9\ubd80\uc218 \ub358\uc9c4 \ud654\uc6e8\uc774<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ud654\uc6e8\uc774 \uc0b0\ud558 \ud558\uc774\uc2e4\ub9ac\ucf58\uc774 \uc0c1\ud558\uc774 ISCAS 2026\uc5d0\uc11c EUV \uc5c6\uc774 \u2018\ub85c\uc9c1 \ud3f4\ub529\u2019 \uae30\uc220\ub85c 2031\ub144\uae4c\uc9c0 1.4\ub098\ub178\uae09 \uce69 \uc591\uc0b0\uc744 \uc120\uc5b8\ud558\uba70 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd \uc7ac\ud3b8 \ub17c\uc758\ub97c \uc7ac\uc810\ud654\ud588\ub2e4. \ud0c0\uc6b0 \uc2a4\ucf00\uc77c\ub9c1 \ubc95\uce59\uc740 \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ubbf8\uc138\ud654 \ub300\uc2e0 \ud68c\ub85c \uc2e0\ud638 \uc804\ub2ec \uc2dc\uac04\uc744 \ub2e8\ucd95\ud558\uace0 3\ucc28\uc6d0 \uc801\uce35\uc744 \ucd5c\uc801\ud654\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c, \uae30\uc874 \ubb34\uc5b4\uc758 \ubc95\uce59 \ub85c\ub4dc\ub9f5\uacfc \ucc28\ubcc4\ud654\ud55c \uc811\uadfc\uc774\ub2e4. \ud654\uc6e8\uc774\ub294 \uc62c \ud558\ubc18\uae30 \uc2a4\ub9c8\ud2b8\ud3f0 \uae30\ub9b0 \uce69\uc5d0 \ub85c\uc9c1 \ud3f4\ub529\uc744 \uccab \uc801\uc6a9\ud558\uace0 2030\ub144 AI \uac00\uc18d\uae30 \uc5b4\uc13c\ub4dc 990\uc73c\ub85c \ud655\ub300\ud560 \uad6c\uc0c1\uc774\uba70, \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uad6d\uc0b0\ud654\uc728\uc740 35%\uae4c\uc9c0 \uc0c1\uc2b9\ud558\uace0 \ud3ec\ud1a0\ub808\uc9c0\uc2a4\ud2b8 \uacf5\uc7a5\ub3c4 3\uc6d4 \uc591\uc0b0\uc5d0 \ub3cc\uc785\ud588\ub2e4. ASML CEO\ub294 \u201c\ubd09\uc1c4\ub97c \ub354 \uc870\uc774\uba74 \uc624\ud788\ub824 \uc911\uad6d\uc758 \uc790\uad6d\uc0b0 \uc7a5\ube44 \uac1c\ubc1c\uc774 \uac00\uc18d\ud654\ud560 \uac83\u201d\uc774\ub77c\uace0 \uacbd\uace0\ud588\uc73c\uba70, \uc218\uc728\u00b7\ubc1c\uc5f4\u00b7\ube44\uc6a9 \ubb38\uc81c \ud574\uacb0 \uc5ec\ubd80\uc5d0 \ub530\ub77c \uc0c1\uc6a9\ud654 \uac00\ub2a5\uc131\uc774 \ud310\uac00\ub984\ub0a0 \uac83\uc774\ub77c\ub294 \uac8c \uc5c5\uacc4\uc758 \uacf5\ud1b5\ub41c \ud3c9\uac00\ub2e4.<\/p>\n

HBM 3\uc0ac \ub3c5\uc810 \uae68\uc84c\ub2e4? \uc911\uad6d \uba54\ubaa8\ub9ac \uc790\ub9bd\uc774 \ubd88\ub7ec\uc62c \uac70\ub300\ud55c \ud3ed\ud48d <\/p>\n

2. \u201c\u97d3\uc99d\uc2dc \ub099\uad00\ub860 \uc815\uc810 \uadfc\uc811\u201d\u2026\uc6d4\uac00, \ubc18\ub3c4\uccb4 \uc3e0\ub9bc\uc5d0 \uacbd\uace0<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ube14\ub8e8\ubc15\uc2a4\uc758 \uc70c\ub9ac\uc5c4 \ub4dc \uac8c\uc77c\uc740 \uba54\ubaa8\ub9ac \uc0b0\uc5c5\uc744 \u201c\ub9c9\ub300\ud55c \ub4f1\ub77d\uc744 \uacaa\ub294 \uacbd\ud5a5\uc774 \uc788\ub294 \uc7a5\uae30\uc801\uc73c\ub85c \uc0c1\ub2f9\ud788 \ub054\ucc0d\ud55c \uc0b0\uc5c5\u201d\uc774\ub77c\uace0 \uc9c4\ub2e8\ud558\uba70, \u2018\uba54\ubaa8\ub9ac \uc0ac\uc774\ud074 \uc18c\uba78\ub860\u2019\uc774 \ubd80\uc0c1\ud560 \ub54c\ub9c8\ub2e4 \uacb0\uad6d \uc5c5\ud669\uc774 \uae09\uaca9\ud788 \uaebe\uc5ec\uc654\ub2e4\uace0 \uacbd\uace0\ud588\ub2e4. JM \ud540\uc758 \uc874 \ucee8\ub9ac\ud504 \ud22c\uc790\ubd80\ubb38\uc7a5 \uc5ed\uc2dc \ud604\uc7ac \uc8fc\uac00\uac00 \ub192\uc740 \ub9c8\uc9c4\uacfc \uacf5\uae09 \ud1b5\uc81c\uc758 \uc7a5\uae30 \uc9c0\uc18d\uc744 \uac00\uc815\ud55c \uc0c1\ud0dc\uc5d0\uc11c \ubc18\ub3c4\uccb4 \uc3e0\ub9bc \uc2ec\ud654\ub85c \uc870\uc815\uc5d0 \ucde8\uc57d\ud574\uc84c\ub2e4\ub294 \uc9c4\ub2e8\uc744 \ub0b4\ub193\uc558\ub2e4. \ubc18\uba74 \ub178\ubb34\ub77c\uc99d\uad8c\uc740 \ubc94\uc6a9 \uba54\ubaa8\ub9ac\uc640 HBM\uc774 \uc288\ud37c\uc0ac\uc774\ud074 \uad6d\uba74\uc73c\ub85c 2026~2027\ub144 \ucf54\uc2a4\ud53c \uc2e4\uc801 \uc131\uc7a5\uacfc ROE\ub97c \uacac\uc778\ud560 \ud575\uc2ec \ub3d9\ub825\uc774\ub77c\uace0 \ud3c9\uac00\ud574 \uc2dc\uac01\uc774 \uc5c7\uac08\ub9ac\ub294 \uc0c1\ud669\uc774\ub2e4. \uc2a4\ud0e0\ub2e4\ub4dc\ucc28\ud0c0\ub4dc CIO\ub294 \ucc28\uc775 \uc2e4\ud604\uacfc \uae00\ub85c\ubc8c \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubd84\uc0b0\uc73c\ub85c\uc758 \uc804\ud658\uc744 \uad8c\uace0\ud588\uc73c\uba70, \uae00\ub85c\ubc8c \ud22c\uc790\uc790\ub4e4 \uc0ac\uc774\uc5d0\uc11c \ud55c\uad6d \ubc18\ub3c4\uccb4 \ube44\uc911 \uc870\uc815 \uc5ec\ubd80\ub97c \ub458\ub7ec\uc2fc \ub17c\uc7c1\uc774 \uac00\uc5f4\ub418\uace0 \uc788\ub2e4\ub294 \uc810\uc5d0\uc11c \uc8fc\uc2dc\ud574\uc57c \ud560 \uc2dc\uc810\uc774\ub77c\ub294 \ud3c9\uac00\ub2e4.<\/p>\n

3. 5~7\uc6d4 \uc911\ub3d9\uc0b0 \uc6d0\uc720 \ube44\uc911 50% \ubc11\uc73c\ub85c\u2026\ube44\ucd95\uc720 \ubc29\ucd9c \ubc29\uc2dd\uc740 \u2018\uace0\uc2ec\u2019<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ubbf8\u00b7\uc774\ub780 \uc804\uc7c1 \uc7a5\uae30\ud654\ub85c 5~7\uc6d4 \uc218\uc785 \uc608\uc815 \uc6d0\uc720 \uc911 \uc911\ub3d9\uc0b0 \ube44\uc911\uc774 48.5%\ub85c \ub5a8\uc5b4\uc84c\ub294\ub370, \uc9c0\ub09c\ud574 69.1%\uc5d0\uc11c 20%\ud3ec\uc778\ud2b8 \uc774\uc0c1 \ucd95\uc18c\ub41c \uac83\uc73c\ub85c \uc911\ub3d9\uc0b0\uc774 50%\ub97c \ud558\ud68c\ud558\ub294 \uac83\uc740 \uc0c1\ub2f9\ud788 \uc774\ub840\uc801\uc778 \uc77c\uc774\ub77c\ub294 \ud3c9\uac00\uac00 \ub098\uc628\ub2e4. \ubbf8\uc8fc\uc0b0 \ube44\uc911\uc740 \uc9c0\ub09c\ud574 23.1%\uc5d0\uc11c 35.6%\ub85c, \uc544\ud504\ub9ac\uce74\uc0b0\uc740 2.2%\uc5d0\uc11c 8.3%\ub85c \uae09\uc99d\ud588\uc73c\uba70, 5~7\uc6d4 \uc6d0\uc720 \ub3c4\uc785 \ubb3c\ub7c9\uc740 \uc608\ub144 \ub300\ube44 85% \ub0b4\uc678 \uc218\uc900\uc73c\ub85c \ubbfc\uac04 \ube44\ucd95\ub7c9\uc740 9000\ub9cc \ubc30\ub7f4\uc744 \ub118\uc5b4\uc120 \uc0c1\ud669\uc774\ub2e4. \ud638\ub974\ubb34\uc988 \ud574\ud611 \ud56d\ud589 \uc911\ub2e8\uc774\ub77c\ub294 \uc804\ub840 \uc5c6\ub294 \uc704\uae30\uc5d0\ub3c4 \uc6d0\uc720 \uc2a4\uc640\ud504 \uc81c\ub3c4\uac00 \uc218\uae09 \uc548\uc815\uc5d0 \uae30\uc5ec\ud574 4~5\uc6d4 \uc815\uc720\uc0ac \uc2e0\uccad \uc2a4\uc640\ud504 \ubb3c\ub7c9\uc740 \uc57d 3100\ub9cc \ubc30\ub7f4\uc5d0 \ub2ec\ud55c\ub2e4. \uc815\ubd80\ub294 IEA\uc640 \uacb0\uc758\ud55c 2246\ub9cc \ubc30\ub7f4\uc758 \ube44\ucd95\uc720 \ubc29\ucd9c(6\uc6d4 9\uc77c \uc2dc\ud55c)\uc744 \ucd5c\uc18c\ud654\ud558\ub294 \ubc29\uc548\uc744 \uac80\ud1a0 \uc911\uc73c\ub85c, 8\uc6d4 \uc774\ud6c4 \uc0c1\ud669 \uc545\ud654 \uac00\ub2a5\uc131\uae4c\uc9c0 \uac10\uc548\ud55c \uc2e0\uc911\ud55c \ud310\ub2e8\uc774 \uc694\uad6c\ub418\ub294 \uad6d\uba74\uc774\ub2e4.<\/p>\n

[\uae00\ub85c\ubc8c \ud22c\uc790\uc790 \ucc38\uace0 \ub274\uc2a4]<\/p>\n

4. \uc8fc\uac00 \ub6f0\ub294\ub370 \uc774\ub840\uc801 \uace0\ud658\uc728\u2026\u201c\uc7a0\uc7ac\uc131\uc7a5\ub960 \u7f8e\ubcf4\ub2e4 \ub0ae\uc544 \ucc44\uad8c \uc678\uba74\u201d<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ucf54\uc2a4\ud53c 8000 \ub3cc\ud30c\uc640 \ubd84\uae30 \uae30\uc900 \uc0ac\uc0c1 \ucd5c\ub300 \uacbd\uc0c1\uc218\uc9c0 \ud751\uc790(850\uc5b5 \ub2ec\ub7ec)\uc5d0\ub3c4 \uc6d0\u00b7\ub2ec\ub7ec \ud658\uc728\uc774 7\uac70\ub798\uc77c \uc5f0\uc18d 1500\uc6d0\uc744 \uc6c3\ub3cc\uc558\uace0, BIS \uae30\uc900 \uc6d0\ud654 \uc2e4\uc9c8\uc2e4\ud6a8\ud658\uc728 \uc9c0\uc218\ub294 85.06(2020=100)\uc73c\ub85c 2009\ub144 3\uc6d4 \uc774\ud6c4 \ucd5c\uc800\uce58\ub85c \ub5a8\uc5b4\uc9c4 \uc0c1\ud669\uc774\ub2e4. 1\ubd84\uae30 \uacbd\uc0c1\uc218\uc9c0 \ud751\uc790\ub9cc\ud07c \uae08\uc735\uacc4\uc815 \uc21c\uc790\uc0b0 \uc720\ucd9c(654\uc5b5 \ub2ec\ub7ec)\uc774 \ub9de\uba39\ub294 \uaddc\ubaa8\ub85c \uc313\uc774\uace0 \uc788\uc73c\uba70, \uc218\ucd9c\uae30\uc5c5\ub4e4\uc758 \ub2ec\ub7ec \ubcf4\uc720 \uc120\ud638 \uacbd\ud5a5\uae4c\uc9c0 \uac00\uc138\ud574 \uace0\ud658\uc728 \uad6c\uc870\uac00 \uace0\ucc29\ud654\ud558\ub294 \ubaa8\uc591\uc0c8\ub2e4. \ucd5c\uc7ac\uc6d0 \uc11c\uc6b8\ub300 \uad50\uc218\ub294 \u201c\ucc44\uad8c\uc2dc\uc7a5\uc5d0\uc11c\uc758 \uc790\uae08 \ubbf8\uc720\uc785 \uc601\ud5a5\uc774 \ud6e8\uc52c \ud06c\ub2e4\u201d\uace0 \uc9c0\uc801\ud588\uace0, \uc774\ub0a8\uac15 \ud55c\uad6d\ud22c\uc790\uae08\uc735\uc9c0\uc8fc \uc774\ucf54\ub178\ubbf8\uc2a4\ud2b8\ub294 \ud55c\uad6d \uc7a0\uc7ac\uc131\uc7a5\ub960\uc774 2023\ub144\ubd80\ud130 \ubbf8\uad6d\uc5d0 \uc5ed\uc804\ub3fc \ub2ec\ub7ec \uc720\ucd9c\uc774 \uad6c\uc870\ud654\ub410\ub2e4\uace0 \ubd84\uc11d\ud588\ub2e4. \uc804\ubb38\uac00\ub4e4\uc740 \uc784\uc2dc\ubc29\ud3b8\uc801 \uc678\ud658\uc2dc\uc7a5 \uac1c\uc785\ubcf4\ub2e4 \uc790\ubcf8\uc2dc\uc7a5 \uccb4\uc9c8 \uac1c\uc120\uacfc \uc7a0\uc7ac\uc131\uc7a5\ub960 \ud68c\ubcf5\uc774 \uadfc\ubcf8 \ud574\uacb0\ucc45\uc774\ub77c\ub294 \uc785\uc7a5\uc73c\ub85c, \uac74\uc804 \uc7ac\uc815 \uae30\uc870 \uc720\uc9c0\uac00 \ub300\uc678 \uc2e0\uc778\ub3c4\uc640 \uc6d0\ud654 \uac00\uce58 \ud68c\ubcf5\uc758 \uae30\ucd08\uac00 \ub41c\ub2e4\ub294 \uacac\ud574\ub2e4.<\/p>\n

5. \uc678\ubd80 AI \ube57\uc7a5 \ud47c \uc0bc\uc131\uc804\uc790\u2026\ud734\uba38\ub178\uc774\ub4dc\ub3c4 \ub2e8\uacc4\uc801 \ub3c4\uc785 \ucc44\ube44<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc0bc\uc131\uc804\uc790 DX\ubd80\ubb38\uc774 6\uc6d4 \uc911 \ucc57GPT\u00b7\uad6c\uae00 \uc81c\ubbf8\ub098\uc774\u00b7\uc564\uc2a4\ub85c\ud53d \ud074\ub85c\ub4dc \ub4f1 \uc678\ubd80 \uc0dd\uc131\ud615 AI\ub97c \uacf5\uc2dd \ub3c4\uc785\ud558\ub294 \ud22c\ud2b8\ub799 \uc804\ub7b5\uc744 \uac00\ub3d9\ud558\uba70 \uc0ac\ubb34 \ud604\uc7a5\uc758 AI \uc804\ud658\uc5d0 \uc18d\ub3c4\ub97c \ubd99\uc778\ub2e4. 4~5\uc6d4 \ub450 \ub2ec\uac04 \uc784\uc9c1\uc6d0 2500\uba85 \ub300\uc0c1\uc758 \ud604\uc7a5 \uac80\uc99d(PoC)\uc744 \uac70\uccd0 \ubcf4\uc548 \uad50\uc721 \uc774\uc218\uc790\uc5d0 \ud55c\ud574 \uc811\uadfc \uad8c\ud55c\uc744 \ubd80\uc5ec\ud558\ub294 \ud1b5\uc81c \uc2dc\uc2a4\ud15c\uc744 \uad6c\ucd95\ud588\ub2e4. 2030\ub144\uae4c\uc9c0 \uc804 \uc138\uacc4 \ubaa8\ub4e0 \uc0dd\uc0b0 \uae30\uc9c0\ub97c AI \uc790\uc728\uacf5\uc7a5\uc73c\ub85c \uc804\ud658\ud558\ub294 \ud504\ub85c\uc81d\ud2b8\ub3c4 \ubcd1\ud589\ub418\uba70, \uc624\ud37c\ub808\uc774\ud305\ubd07\u00b7\ubb3c\ub958\ubd07\u00b7\uc870\ub9bd\ubd07\uc774 \uc720\uae30\uc801\uc73c\ub85c \uc5f0\ub3d9\ub418\ub294 \ud734\uba38\ub178\uc774\ub4dc\ud615 \uc81c\uc870 \ub85c\ubd07\uc758 \ub2e8\uacc4\uc801 \ud22c\uc785\ub3c4 \uc900\ube44 \ub2e8\uacc4\ub2e4. \uc5c5\uacc4\uc5d0\uc11c\ub294 \ud558\ub4dc\uc6e8\uc5b4 \uc2a4\ud399 \uacbd\uc7c1\uc774 \ud55c\uacc4\uc5d0 \ub2e4\ub2e4\ub978 \uc2dc\uc810\uc5d0\uc11c \uc784\uc9c1\uc6d0 \uc5c5\ubb34 \ud6a8\uc728 \uadf9\ub300\ud654\ub85c \uc18c\ud504\ud2b8\uc6e8\uc5b4\u00b7\uc11c\ube44\uc2a4 \uae30\ud68d \uc5ed\ub7c9\uc744 \uc9d1\uc911\ud558\ub824\ub294 \ud3ec\uc11d\uc774\ub77c\ub294 \ubd84\uc11d\uc774 \ub098\uc628\ub2e4.<\/p>\n

6. \u201c\uc8fc\ub3c4\uc8fc \uc2e4\uc801\uc774 \uae08\ub9ac\uc0c1\uc2b9 \ubd80\ub2f4 \uc0c1\uc1c4\u20261\ub9cc\ud53c \uae30\ub300\uac10 \ucee4\uc9c4\ub2e4\u201d<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ud0a4\uc6c0\u00b7\ub300\uc2e0\u00b7\uc720\uc548\ud0c0\u00b7LS(006260) \u00b7\ud1a0\uc2a4\uc99d\uad8c \ub9ac\uc11c\uce58\uc13c\ud130\uc7a5 5\uc778\uc740 \ubc18\ub3c4\uccb4 \uc911\uc2ec \uae30\uc5c5 \ud380\ub354\uba58\ud138\uc744 \uac10\uc548\ud560 \ub54c \ucf54\uc2a4\ud53c 8000\uc774 \uac70\ud488\uc774 \uc544\ub2c8\uba70 \uc870\uac74\ubd80 1\ub9cc \ud3ec\uc778\ud2b8 \ub2ec\uc131\uc774 \uac00\ub2a5\ud558\ub2e4\ub294 \uc9c4\ub2e8\uc744 \ub0b4\ub193\uc558\ub2e4. \uc720\uc548\ud0c0\uc99d\uad8c(003470) \uc740 \uc804\uc7c1 \ub9ac\uc2a4\ud06c \uc644\ud654\uc640 \uc5f0\uc900 \ube44\ub458\uae30 \ud589\ubcf4 \ud604\uc2e4\ud654 \uc2dc \ucd5c\ub300 1\ub9cc 1600\ud3ec\uc778\ud2b8\uae4c\uc9c0 \uc0c1\ub2e8\uc744 \uc5f4\uc5b4\ub454 \ubc18\uba74, LS\uc99d\uad8c\uc740 \uc5f0\uc900 \uae08\ub9ac \uc778\ud558 \uac00\uc2dc\ud654\ub97c \uc804\uc81c\ub85c \ucf54\uc2a4\ud53c \uc0c1\ub2e8\uc744 1\ub9cc \ud3ec\uc778\ud2b8\ub85c \uc0c1\ud5a5 \uc870\uc815\ud588\ub2e4. \ub2e4\ub9cc \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4(000660) \uc758 \uc774\uc775 \ucd94\uc815\uce58 \uc9c0\uc18d \uc0c1\ud5a5\uacfc \ube44\ubc18\ub3c4\uccb4 \uc5c5\uc885\uc73c\ub85c\uc758 \uc628\uae30 \ud655\uc0b0\uc774 \uc804\uc81c \uc870\uac74\uc73c\ub85c \uc81c\uc2dc\ub410\uc73c\uba70, 6\uc6d4 \uc608\uc815\ub41c \uc2a4\ud398\uc774\uc2a4X\uc758 1\uc870 7500\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 IPO\uac00 \uc99d\uc2dc \uc218\uae09 \ube14\ub799\ud640\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4\ub294 \uacbd\uace0\ub3c4 \ub098\uc654\ub2e4. \uc678\uad6d\uc778\uc758 \ub9e4\ub3c4\uc138\ub294 \uc9c0\uc218 \uc0c1\uc2b9\uc5d0 \ub530\ub978 \uae30\uacc4\uc801 \ub9ac\ubc38\ub7f0\uc2f1 \uc131\uaca9\uc774 \uc9d9\ub2e4\ub294 \ud3c9\uac00\uc640 \ud568\uaed8, \uc5ed\uc0ac\uc801 \uace0\uc810 \uad6c\uac04\uc5d0\uc11c\ub294 \uc8fc\ub3c4\uc8fc \uc555\ucd95\uacfc \ud604\uae08 \ube44\uc911 \ud655\ubcf4 \ubcd1\ud589\uc774 \uc720\ud6a8\ud558\ub2e4\ub294 \uc870\uc5b8\uc774 \uc774\uc5b4\uc84c\ub2e4.<\/p>\n

\ucf54\uc2a4\ud53c 8000\uc2dc\ub300 \uc628\ub2e4? \u2018\uc288\ud37c\ub9ac\uce58\u2019\ub4e4\uc758 \ud22c\uc790 \uc804\ub7b5 <\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uce58\uc19f\ub294 \ud658\uc728\uc5d0\u2026\uc740\ud589 \ub300\ucd9c \uc5ec\ub825 \ucabc\uadf8\ub77c\ub4e0\ub2e4<\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc8fc\uac00 \ub6f0\ub294\ub370 \uc774\ub840\uc801 \uace0\ud658\uc728\u2026\u201c\uc7a0\uc7ac\uc131\uc7a5\ub960 \u7f8e\ubcf4\ub2e4 \ub0ae\uc544 \ucc44\uad8c \uc678\uba74\u201d<\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc99d\uc2dc \ub7a0\ub9ac \uc18c\uc678\ub41c \uc740\ud589\u682a\u2026\uae08\ub9ac\u00b7\uc2e4\uc801 \uc5c5\uace0 \ubc18\ub4f1\ud558\ub098<\/p>\n","protected":false},"excerpt":{"rendered":"

\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551 * \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report & Insight Summarizing Media)\uc740 \ud55c\uad6d\uc5b8\ub860\uc9c4\ud765\uc7ac\ub2e8\uc758 \uc9c0\uc6d0\uc744<\/p>\n","protected":false},"author":1,"featured_media":36683,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[29],"tags":[],"class_list":["post-36684","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economy"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/05\/news_img_20260527000901_73203-1.png",640,360,false]},"post_excerpt_stackable":"

\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551 * \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report & Insight Summarizing Media)\uc740 \ud55c\uad6d\uc5b8\ub860\uc9c4\ud765\uc7ac\ub2e8\uc758 \uc9c0\uc6d0\uc744 \ubc1b\uc544 \uac1c\ubc1c\ud55c \u2018\uc778\uacf5\uc9c0\ub2a5(AI) \uae30\ubc18 \ub9de\ucda4\ud615 \ub274\uc2a4 \ucd94\ucc9c \ubc0f \uc694\uc57d \uc11c\ube44\uc2a4\u2019\uc785\ub2c8\ub2e4. \ub3c5\uc790 \uc720\ud615\ubcc4 \ub9de\ucda4 \ub274\uc2a4 6\uac1c\ub97c \uc120\ubcc4\ud574 \uc81c\uacf5\ud569\ub2c8\ub2e4 [\uc8fc\uc694 \uc774\uc288 \ube0c\ub9ac\ud551] \u25a0 \ud654\uc6e8\uc774 \ubc18\ub3c4\uccb4 \uc790\ub9bd: \ud654\uc6e8\uc774\uac00 EUV \ub178\uad11\uc7a5\ube44 \uc5c6\uc774 \u2018\ud0c0\uc6b0 \uc2a4\ucf00\uc77c\ub9c1 \ubc95\uce59\u2019 \uae30\ubc18 \ub85c\uc9c1 \ud3f4\ub529 \uc544\ud0a4\ud14d\ucc98\ub97c \uc801\uc6a9\ud574 2031\ub144\uae4c\uc9c0 1.4\ub098\ub178\uae09 \uce69 \uc591\uc0b0\uc5d0 \ub098\uc11c\uba70 TSMC\u00b7\uc0bc\uc131\uc804\uc790(005930) \uc640\uc758 \uae30\uc220 \uaca9\ucc28\ub97c 2~3\ub144\uc73c\ub85c \uc881\ud788\uaca0\ub2e4\uace0 \uc120\uc5b8\ud588\ub2e4. \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uad6d\uc0b0\ud654\uc728\uc774 \uc62c\ud574 \ucd08 \uae30\uc900 35%\uae4c\uc9c0 \ub192\uc544\uc9c0\uace0 \ud575\uc2ec \uc18c\uc7ac \uc790\uae09\ud654\ub3c4 \uc18d\ub3c4\ub97c \ub0b4\ub294 \uac00\uc6b4\ub370, \uc820\uc2a8 \ud669 \uc5d4\ube44\ub514\uc544 CEO\uac00 \u201c\uc911\uad6d AI \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc740 \ud654\uc6e8\uc774\uc5d0 \ub0b4\uc92c\ub2e4\u201d\uace0 \uc790\uc778\ud55c \uc810\uc740 \ubbf8\u00b7\uc911 \ubc18\ub3c4\uccb4 \ud328\uad8c \uacbd\uc7c1\uc758 \ubb34\uac8c\uc911\uc2ec \uc774\ub3d9\uc744 \ubcf4\uc5ec\uc900\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.…<\/p>\n","category_list":"\uacbd\uc81c \ub274\uc2a4<\/a>","author_info":{"name":"admin","url":"https:\/\/cryptoseoul.news\/?author=1"},"comments_num":"0 comments","yoast_head":"\n\uc601\uc0c1\ud654\uc6e8\uc774, EUV \uc5c6\uc774 1.4\ub098\ub178\uae09 \uce69 \uc591\uc0b0 \ubaa9\ud45c\u20262031\ub144 \uc81c\uc2dc - 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