{"id":40800,"date":"2026-07-16T11:22:30","date_gmt":"2026-07-16T02:22:30","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=40800"},"modified":"2026-07-16T11:22:30","modified_gmt":"2026-07-16T02:22:30","slug":"asml-%ea%b0%80%ea%b2%a9-%ec%9d%b8%ec%83%81-%ec%98%88%ea%b3%a0-%ec%b5%9c%eb%8c%80-%ea%b3%a0%ea%b0%9d%ec%82%ac-tsmc%ec%99%80-%ea%b0%88%eb%93%b1-%ea%b3%a0%ec%a1%b0","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=40800","title":{"rendered":"ASML \uac00\uaca9 \uc778\uc0c1 \uc608\uace0&#8230;\ucd5c\ub300 \uace0\uac1d\uc0ac TSMC\uc640 \uac08\ub4f1 \uace0\uc870"},"content":{"rendered":"<p>\uc778\uacf5\uc9c0\ub2a5(AI) \uce69 \uacf5\uae09\ub09c\uc758 \uc5ec\ud30c\ub85c \ubc18\ub3c4\uccb4 \uc81c\uc870 \ud575\uc2ec \uc7a5\ube44\uc778 \ub9ac\uc18c\uadf8\ub798\ud53c \uac00\uaca9\uc774 \ub300\ud3ed \uc778\uc0c1\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5\uc744 \uc88c\uc9c0\uc6b0\uc9c0\ud558\ub294 ASML\uacfc \uc138\uacc4 1\uc704 \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1 \uc0dd\uc0b0) \uae30\uc5c5\uc774\uc790 ASML\uc758 \ucd5c\ub300 \uace0\uac1d\uc778 \ub300\ub9cc TSMC \uac04 \uac08\ub4f1\uc774 \uace0\uc870\ub418\uace0 \uc788\ub2e4. <\/p>\n<p>\ub514\uc778\ud3ec\uba54\uc774\uc158\uc740 15\uc77c(\ud604\uc9c0 \uc2dc\uac04) \uc18c\uc2dd\ud1b5\uc744 \uc778\uc6a9\ud574 \ub124\ub35c\ub780\ub4dc \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc81c\uc870\uc0ac\uc778 ASML\uc774 \uadf9\uc790\uc678\uc120(EUV)\uacfc  \uc2ec\uc790\uc678\uc120(DUV) \ub9ac\uc18c\uadf8\ub798\ud53c \uac00\uaca9\uc744 \uc62c\ub9ac\ub824 \ud558\uc790 TSMC\uac00 \ubc18\ubc1c\ud558\uace0 \uc788\ub2e4\uace0 \ubcf4\ub3c4\ud588\ub2e4.  \ub85c\uc800 \ub2e4\uc120 ASML \ucd5c\uace0\uc7ac\ubb34\ucc45\uc784\uc790(CFO)\ub294 \uc774\ub0a0 \ucf58\ud37c\ub7f0\uc2a4\ucf5c\uc5d0\uc11c \u201c\uac00\uaca9 \uc778\uc0c1\uc744 \uc704\ud55c \uc5ec\uc9c0\uac00 \uc0c1\ub2f9\ud558\ub2e4\u201d\uace0 \ubc1d\ud614\ub2e4. <\/p>\n<p>\ub9ac\uc18c\uadf8\ub798\ud53c\ub294 \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \uc704\uc5d0 \ube5b\uc744 \uc3d8\uc544 \ud68c\ub85c\ub97c \uadf8\ub824\ub123\ub294 \ub178\uad11\uc7a5\ube44\ub85c AI \ud504\ub85c\uc138\uc11c\ub294 \ubb3c\ub860 \uba54\ubaa8\ub9ac \uc81c\uc870 \uacf5\uc815\uc5d0\uc11c \ud544\uc218\uc801\uc774\ub2e4.  \uace0\ub3c4\uc758 \uae30\uc220\ub825\uc774 \uc694\uad6c\ub418\ub294 \ub370\ub2e4 1\ub300\ub2f9 \uc218\ucc9c\uc5b5 \uc6d0\uc5d0 \ub2ec\ud560 \ub9cc\ud07c \uc9c4\uc785\uc7a5\ubcbd\uc774 \ub192\uc544 \uc0ac\uc2e4\uc0c1  ASML\uc774  \ub3c5\uc810\ud558\uace0 \uc788\ub2e4. <\/p>\n<p>EUV\uc640 DUV \ubaa8\ub450 \ube5b\uc758 \ud30c\uc7a5\uc744 \uc774\uc6a9\ud558\uc9c0\ub9cc EUV \ud30c\uc7a5\uc774 \ub354 \uc9e7\uae30 \ub54c\ubb38\uc5d0 \ucd5c\ucca8\ub2e8 \ubbf8\uc138\uacf5\uc815\uc744 \uad6c\ud604\ud560 \uc218 \uc788\ub2e4. \uc774\ub7ec\ud55c \uc774\uc720\uc5d0\uc11c EUV\uac00 DUV\ubcf4\ub2e4 \ube44\uc2f8\ub2e4. 5 \u339a(\ub098\ub178\ubbf8\ud130 \u00b710\uc5b5\ubd84\uc758 1m) \uacf5\uc815\uc5d0\uc11c\ub294 EUV\uac00, \uc774\ubcf4\ub2e4 \ub113\uc740 \ud68c\ub85c \uc120\ud3ed\uc774\ub098 \uc790\ub3d9\ucc28 \ubc0f \uac00\uc804\uc6a9 \ubc18\ub3c4\uccb4\uc5d0\ub294 \ubc94\uc6a9\uc801\uc778 DUV\uac00 \uc4f0\uc778\ub2e4. <\/p>\n<p>\ub514\uc778\ud3ec\uba54\uc774\uc158\uc740 ASML\uc774 \uc911\uad6d \ubc18\ub3c4\uccb4\uc0ac\uc5d0 DUV \ub9ac\uc18c\uadf8\ub798\ud53c \uac00\uaca9\uc744 10% \uc62c\ub9ac\uaca0\ub2e4\uace0 \ud1b5\ubcf4\ud588\uc73c\uba70 \uc77c\ubd80 \uace0\uac1d\uc740 \uc778\uc0c1\ub41c \uac00\uaca9\uc744 \uc9c0\ubd88\ud558\uae30\ub85c \ud569\uc758\ud588\ub2e4\uace0 \uc804\ud588\ub2e4. \ubbf8\uad6d\uc758 \uc218\ucd9c\uc81c\ud55c \ub54c\ubb38\uc5d0 EUV\ub97c \ub4e4\uc77c \uc218 \uc5c6\ub294 \uc911\uad6d \uc785\uc7a5\uc5d0\uc11c\ub294 DUV \ub9ac\uc18c\uadf8\ub798\ud53c\ub9c8\uc800 \ud655\ubcf4\ud558\uc9c0 \ubabb\ud558\uba74 \ubc18\ub3c4\uccb4 \uacf5\uc815\uc774 \uba48\ucd94\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n<p>\ubc18\uba74 TSMC\ub294 \uac00\uaca9 \uc778\uc0c1\uc5d0 \uc800\ud56d\ud558\uace0 \uc788\ub2e4. \uc5d4\ube44\ub514\uc544\uc640 \uc560\ud50c \ub4f1 \uc8fc\uc694 \ube45\ud14c\ud06c\uc758 \uce69 \uc0dd\uc0b0\uc744 \ucc45\uc784\uc9c0\ub294 TSMC\ub294 \ud30c\uc6b4\ub4dc\ub9ac \uc2dc\uc7a5\uc758 73%\ub97c \ucc28\uc9c0\ud574 \ud0c0\uaca9\uc774 \ud074 \uc218\ubc16\uc5d0 \uc5c6\ub2e4. \ud504\ub85c\uc138\uc11c\uc640 \uba54\ubaa8\ub9ac\ub97c \uc5f0\uacb0\ud558\ub294 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220\uc778 \u2018\uce69 \uc6e8\uc774\ud37c \uc628 \uc11c\ube0c\uc2a4\ud2b8\ub808\uc774\ud2b8(CoWoS)\u2019\uc5d0\uc11c DUV\uac00 \uc911\uc694\ud558\uae30 \ub54c\ubb38\uc5d0 EUV\ubfd0\ub9cc \uc544\ub2c8\ub77c DUV \uac00\uaca9 \uc778\uc0c1\ub3c4 TSMC\ub85c\uc11c\ub294 \uc218\uc6a9\ud558\uae30 \ud798\ub4e4\ub2e4. <\/p>\n<p>ASML\uc740 TSMC\uc640 \uc0bc\uc131\uc804\uc790(005930)  \ud30c\uc6b4\ub4dc\ub9ac\ub97c \ucd94\uaca9 \uc911\uc778 \uc778\ud154\uc744 \uc5b8\uae09\ud558\uba70 TSMC\ub97c \uc555\ubc15\ud558\uace0 \uc788\ub2e4. ASML\uc740 \uc774\ub0a0 \uc778\ud154\uc774 \ucd5c\uc2e0 \uace0\uac1c\uad6c\uc728(High NA) EUV\ub85c 1.8\ub098\ub178\uae09 \uacf5\uc815\uc5d0\uc11c \uce69\uc744 \uc0dd\uc0b0\ud560 \uc608\uc815\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4. \uc778\ud154\uc740 1\ub300\ub2f9 4\uc5b5 \ub2ec\ub7ec(\uc57d  5940\uc5b5 \uc6d0)\ub97c \ud6cc\uca4d \ub118\ub294 \uc774 \uc7a5\ube44\uac00 \ud45c\uc900 EUV \uac00\uaca9\uc758 2\ubc30\ub77c\uba70 \ubc18\ubc1c\ud558\uc9c0\ub9cc \uac00\uaca9 \uc778\uc0c1\uc744 \ubc1b\uc544\ub4e4\uc600\ub2e4\ub294 \uc810\uc744 \uac15\uc870\ud55c \uac83\uc774\ub2e4. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc778\uacf5\uc9c0\ub2a5(AI) \uce69 \uacf5\uae09\ub09c\uc758 \uc5ec\ud30c\ub85c \ubc18\ub3c4\uccb4 \uc81c\uc870 \ud575\uc2ec \uc7a5\ube44\uc778 \ub9ac\uc18c\uadf8\ub798\ud53c \uac00\uaca9\uc774 \ub300\ud3ed \uc778\uc0c1\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5\uc744 \uc88c\uc9c0\uc6b0\uc9c0\ud558\ub294 ASML\uacfc<\/p>\n","protected":false},"author":1,"featured_media":40799,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-40800","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bussines"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/07\/news_img_20260716112237_46242-1.jpeg",1200,840,false]},"post_excerpt_stackable":"<p>\uc778\uacf5\uc9c0\ub2a5(AI) \uce69 \uacf5\uae09\ub09c\uc758 \uc5ec\ud30c\ub85c \ubc18\ub3c4\uccb4 \uc81c\uc870 \ud575\uc2ec \uc7a5\ube44\uc778 \ub9ac\uc18c\uadf8\ub798\ud53c \uac00\uaca9\uc774 \ub300\ud3ed \uc778\uc0c1\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. \ub9ac\uc18c\uadf8\ub798\ud53c \uc2dc\uc7a5\uc744 \uc88c\uc9c0\uc6b0\uc9c0\ud558\ub294 ASML\uacfc \uc138\uacc4 1\uc704 \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1 \uc0dd\uc0b0) \uae30\uc5c5\uc774\uc790 ASML\uc758 \ucd5c\ub300 \uace0\uac1d\uc778 \ub300\ub9cc TSMC \uac04 \uac08\ub4f1\uc774 \uace0\uc870\ub418\uace0 \uc788\ub2e4. \ub514\uc778\ud3ec\uba54\uc774\uc158\uc740 15\uc77c(\ud604\uc9c0 \uc2dc\uac04) \uc18c\uc2dd\ud1b5\uc744 \uc778\uc6a9\ud574 \ub124\ub35c\ub780\ub4dc \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc81c\uc870\uc0ac\uc778 ASML\uc774 \uadf9\uc790\uc678\uc120(EUV)\uacfc \uc2ec\uc790\uc678\uc120(DUV) \ub9ac\uc18c\uadf8\ub798\ud53c \uac00\uaca9\uc744 \uc62c\ub9ac\ub824 \ud558\uc790 TSMC\uac00 \ubc18\ubc1c\ud558\uace0 \uc788\ub2e4\uace0 \ubcf4\ub3c4\ud588\ub2e4. \ub85c\uc800 \ub2e4\uc120 ASML \ucd5c\uace0\uc7ac\ubb34\ucc45\uc784\uc790(CFO)\ub294 \uc774\ub0a0 \ucf58\ud37c\ub7f0\uc2a4\ucf5c\uc5d0\uc11c \u201c\uac00\uaca9 \uc778\uc0c1\uc744 \uc704\ud55c \uc5ec\uc9c0\uac00 \uc0c1\ub2f9\ud558\ub2e4\u201d\uace0 \ubc1d\ud614\ub2e4. \ub9ac\uc18c\uadf8\ub798\ud53c\ub294 \ubc18\ub3c4\uccb4 \uc6e8\uc774\ud37c \uc704\uc5d0 \ube5b\uc744 \uc3d8\uc544 \ud68c\ub85c\ub97c \uadf8\ub824\ub123\ub294 \ub178\uad11\uc7a5\ube44\ub85c AI \ud504\ub85c\uc138\uc11c\ub294 \ubb3c\ub860 \uba54\ubaa8\ub9ac \uc81c\uc870 \uacf5\uc815\uc5d0\uc11c \ud544\uc218\uc801\uc774\ub2e4. \uace0\ub3c4\uc758 \uae30\uc220\ub825\uc774 \uc694\uad6c\ub418\ub294 \ub370\ub2e4 1\ub300\ub2f9 \uc218\ucc9c\uc5b5 \uc6d0\uc5d0 \ub2ec\ud560 \ub9cc\ud07c \uc9c4\uc785\uc7a5\ubcbd\uc774 \ub192\uc544 \uc0ac\uc2e4\uc0c1 ASML\uc774 \ub3c5\uc810\ud558\uace0 \uc788\ub2e4. EUV\uc640 DUV \ubaa8\ub450 \ube5b\uc758&hellip;<\/p>\n","category_list":"<a href=\"https:\/\/cryptoseoul.news\/?cat=31\" rel=\"category\">\ube44\uc988\ub2c8\uc2a4 \ub274\uc2a4<\/a>","author_info":{"name":"admin","url":"https:\/\/cryptoseoul.news\/?author=1"},"comments_num":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>ASML \uac00\uaca9 \uc778\uc0c1 \uc608\uace0...\ucd5c\ub300 \uace0\uac1d\uc0ac TSMC\uc640 \uac08\ub4f1 \uace0\uc870 - Crypto Seoul<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cryptoseoul.news\/?p=40800\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"ASML \uac00\uaca9 \uc778\uc0c1 \uc608\uace0...\ucd5c\ub300 \uace0\uac1d\uc0ac TSMC\uc640 \uac08\ub4f1 \uace0\uc870 - 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