{"id":40872,"date":"2026-07-17T11:20:29","date_gmt":"2026-07-17T02:20:29","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=40872"},"modified":"2026-07-17T11:20:29","modified_gmt":"2026-07-17T02:20:29","slug":"%ec%98%81%ec%83%81%ed%8a%b8%eb%9f%bc%ed%94%84-%ea%b5%b0%ed%95%a8-10%ec%b2%99-%ec%a7%80%ec%96%b4%eb%8b%ac%eb%9d%bck-%ec%a1%b0%ec%84%a0-%e7%be%8e-%ed%95%b4%ea%b5%b0-%ed%92%88","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=40872","title":{"rendered":"\uc601\uc0c1\ud2b8\ub7fc\ud504 \u201c\uad70\ud568 10\ucc99 \uc9c0\uc5b4\ub2ec\ub77c\u201d\u2026K-\uc870\uc120, \u7f8e \ud574\uad70 \ud488\ub098"},"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 \ub9c8\uc2a4\uac00 \ucd9c\ud56d: \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc774 \ud55c\uad6d \uc870\uc120 \uc5c5\uccb4\uc640\uc758 \ud611\ub825 \ubc0f \uc678\uad6d\uc5d0\uc11c\uc758 \uad70\ud568 \uac74\uc870 \ud5c8\uc6a9 \uac00\ub2a5\uc131\uc744 \uacf5\uac1c\uc801\uc73c\ub85c \uc2dc\uc0ac\ud558\uba74\uc11c 1500\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud55c\ubbf8 \uc870\uc120 \ud611\ub825 \ud504\ub85c\uc81d\ud2b8 \ub9c8\uc2a4\uac00(MASGA\u00b7\ubbf8\uad6d \uc870\uc120\uc5c5\uc744 \ub2e4\uc2dc \uc704\ub300\ud558\uac8c)\uac00 \ud0c4\ub825\uc744 \ubc1b\uace0 \uc788\ub2e4. \ubbf8\uad6d \uad6d\ubc29\ubd80\uc640 \ud574\uad70\uc774 \ub9c8\uc2a4\uac00 \uc120\uc5b8 \uc774\ud6c4 \ucc98\uc74c\uc73c\ub85c HD\ud604\ub300\uc911\uacf5\uc5c5(329180) \u00b7\ud55c\ud654\uc624\uc158(042660) \u00b7\uc0bc\uc131\uc911\uacf5\uc5c5(010140) \ub4f1 \uc870\uc120 3\uc0ac\uc5d0 \uc804\ud22c\ud568 \ubc0f \uae09\uc720\ud568 \uad00\ub828 \uc815\ubcf4\uc81c\uacf5\uc694\uccad\uc11c(RFI)\ub97c \ubc1c\uc1a1\ud558\uba74\uc11c \uc2e4\uc9c8\uc801 \ud611\ub825 \ub17c\uc758\uac00 \uc218\uba74 \uc704\ub85c \ubd80\uc0c1\ud55c \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n

\u25a0 ASML\u00b7TSMC \uac08\ub4f1: \ubc18\ub3c4\uccb4 \ub178\uad11\uc7a5\ube44 \uc2dc\uc7a5\uc744 \ub3c5\uc810\ud558\ub294 \ub124\ub35c\ub780\ub4dc ASML\uc774 \uadf9\uc790\uc678\uc120(EUV)\uacfc \uc2ec\uc790\uc678\uc120(DUV) \ub9ac\uc18c\uadf8\ub798\ud53c(\ubc18\ub3c4\uccb4 \ud68c\ub85c\ub97c \uc6e8\uc774\ud37c\uc5d0 \uc0c8\uae30\ub294 \ub178\uad11\uc7a5\ube44) \uac00\uaca9 \uc778\uc0c1\uc744 \uc608\uace0\ud558\uba74\uc11c \uc138\uacc4 \ucd5c\ub300 \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1 \uc0dd\uc0b0) TSMC\uc640\uc758 \uac08\ub4f1\uc774 \uaca9\ud654\ub418\uace0 \uc788\ub2e4. ASML\uc740 \uc911\uad6d \ubc18\ub3c4\uccb4\uc0ac\uc5d0 DUV \uac00\uaca9\uc744 10% \uc62c\ub9ac\uaca0\ub2e4\uace0 \uc774\ubbf8 \ud1b5\ubcf4\ud55c \ub370 \uc774\uc5b4 \uc778\ud154\uc758 \uac00\uaca9 \uc218\uc6a9 \uc0ac\ub840\ub97c \uac70\ub860\ud558\uba70 TSMC\ub97c \uc555\ubc15\ud558\ub294 \uc0c1\ud669\uc774\ub2e4.<\/p>\n

\u25a0 TSMC \uc2e4\uc801 \ud3ed\uc99d: \uc138\uacc4 \ucd5c\ub300 \ud30c\uc6b4\ub4dc\ub9ac TSMC\uac00 AI \ubc18\ub3c4\uccb4 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 2\ubd84\uae30 \uc21c\uc774\uc775\uc774 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 77% \uae09\uc99d\ud558\uba70 9\ubd84\uae30 \uc5f0\uc18d \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\uc744 \uc774\uc5b4\uac14\ub2e4. \uc6e8\uc774\uc800\uc790 TSMC \ud68c\uc7a5\uc740 \ubbf8\uad6d \uc560\ub9ac\uc870\ub098 \ucd94\uac00 \ud22c\uc790 1000\uc5b5 \ub2ec\ub7ec(\uc57d 147\uc870 8000\uc5b5 \uc6d0)\ub97c \uc120\uc5b8\ud574 \ucd1d \ubbf8\uad6d \ud22c\uc790 \uaddc\ubaa8\uac00 2650\uc5b5 \ub2ec\ub7ec\ub85c \ubd88\uc5b4\ub09c \uc0c1\ud669\uc774\ub2e4.<\/p>\n

[\uae30\uc5c5 CEO \uad00\uc2ec \ub274\uc2a4]<\/p>\n

1. \ub9c8\uc2a4\uac00 \ubcf8\uaca9 \ucd9c\ud56d\u2026\u7f8e \uad70\ud568, \uc6b8\uc0b0\u00b7\uac70\uc81c\uc11c \uac74\uc870 \uae30\ub300\uac10<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc774 \uc8fc\uc694 7\uac1c\uad6d(G7) \uc815\uc0c1\ud68c\uc758\uc5d0\uc11c \uc774\uc7ac\uba85 \ub300\ud1b5\ub839\uc5d0\uac8c \u201c\ubbf8\uad6d \uad70\ud568 10\ucc99\uc744 \ube60\ub974\uac8c \uac74\uc870\ud574\uc904 \uc218 \uc788\ub290\ub0d0\u201d\uace0 \uc9c1\uc811 \ubb3b\ub294 \ub4f1 \ud55c\uad6d \uc870\uc120 \uc5c5\uccb4\uc640\uc758 \ud611\ub825 \uc758\uc9c0\ub97c \uacf5\uac1c\uc801\uc73c\ub85c \ub4dc\ub7ec\ub0c8\uc73c\uba70 \ubbf8\uad6d \uad6d\ubc29\ubd80\uc640 \ud574\uad70\uc740 HD\ud604\ub300\uc911\uacf5\uc5c5\u00b7\ud55c\ud654\uc624\uc158\u00b7\uc0bc\uc131\uc911\uacf5\uc5c5 \ub4f1 \uc870\uc120 3\uc0ac\uc5d0 \uc804\ud22c\ud568 \ubc0f \uae09\uc720\ud568 \uad00\ub828 \uc815\ubcf4\uc81c\uacf5\uc694\uccad\uc11c(RFI)\ub97c \ucc98\uc74c\uc73c\ub85c \ubc1c\uc1a1\ud588\ub2e4. \ud55c\ud654\uc624\uc158\uc740 2024\ub144 \ubbf8 \ud574\uad70 \uad70\uc218\uc9c0\uc6d0\ud568 \uc720\uc9c0\u00b7\uc218\ub9ac\u00b7\uc6b4\uc601(MRO) \uc0ac\uc5c5\uc744 \ucc98\uc74c \uc218\uc8fc\ud55c \ub370 \uc774\uc5b4 \uad70\ud568 \uac74\uc870 \ub77c\uc774\uc120\uc2a4 \ud68d\ub4dd \uc808\ucc28\ub97c \ubc1f\uace0 \uc788\uc73c\uba70 HD\ud604\ub300\uc911\uacf5\uc5c5 \uc6b8\uc0b0\uc870\uc120\uc18c\ub294 \ud2b9\uc218\uc120 \ub3c4\ud06c 6\uac1c\uc640 \uc2ed \ub9ac\ud504\ud2b8 \ub4f1\uc744 \ud65c\uc6a9\ud574 \ucd5c\ub300 7\ucc99\uc758 \uad70\ud568 \uac74\uc870\uac00 \uac00\ub2a5\ud55c \uc778\ud504\ub77c\ub97c \uac16\ucd94\uace0 \uc788\ub2e4. \ud55c\ud654\uc624\uc158\uc774 1\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc785\ud574 \uc778\uc218\ud55c \ubbf8\uad6d \ud544\ub9ac\uc870\uc120\uc18c\ub294 50\uc5b5 \ub2ec\ub7ec \ud22c\uc790\ub97c \ud1b5\ud574 \ub3c4\ud06c 2\uacf3\uacfc \uc548\ubcbd 3\uacf3\uc744 \ucd94\uac00\ud558\uace0 \uc5f0\uac04 \ucd5c\ub300 20\ucc99\uc758 \uc120\ubc15 \uc0dd\uc0b0\ub2a5\ub825\uc744 \ud655\ubcf4\ud560 \uc608\uc815\uc774\ub2e4. \ud55c\ud3b8 \uc774\ub2ec 23\uc77c \uc6cc\uc2f1\ud134DC\uc5d0 \ud55c\ubbf8 \uc870\uc120\ud611\ub825\uc13c\ud130\uac00 \ubb38\uc744 \uc5f4 \uc608\uc815\uc774\uba70 \uae40\uc815\uad00 \uc0b0\uc5c5\ud1b5\uc0c1\uc790\uc6d0\ubd80 \uc7a5\uad00\uacfc \ud558\uc6cc\ub4dc \ub7ec\ud2b8\ub2c9 \ubbf8\uad6d \uc0c1\ubb34\ubd80 \uc7a5\uad00\uc774 \ucc38\uc11d\ud558\ub294 \ubc29\uc548\uc774 \uc870\uc728\ub418\ub294 \uc0c1\ud669\uc774\ub2e4.<\/p>\n

2. ASML \uac00\uaca9 \uc778\uc0c1 \uc608\uace0\u2026\ucd5c\ub300 \uace0\uac1d\uc0ac TSMC\uc640 \uac08\ub4f1 \uace0\uc870<\/p>\n

– \ud575\uc2ec \uc694\uc57d: AI \uce69 \uacf5\uae09\ub09c \uc5ec\ud30c\ub85c \ubc18\ub3c4\uccb4 \ub178\uad11\uc7a5\ube44 \uc2dc\uc7a5\uc744 \ub3c5\uc810\ud558\ub294 \ub124\ub35c\ub780\ub4dc ASML\uc774 \uadf9\uc790\uc678\uc120(EUV)\uacfc \uc2ec\uc790\uc678\uc120(DUV) \ub9ac\uc18c\uadf8\ub798\ud53c \uac00\uaca9 \uc778\uc0c1\uc744 \ucd94\uc9c4\ud558\uba74\uc11c \uc138\uacc4 \ucd5c\ub300 \ud30c\uc6b4\ub4dc\ub9ac TSMC\uc640\uc758 \ub9c8\ucc30\uc774 \uc2ec\ud654\ub418\ub294 \uc591\uc0c1\uc774\ub2e4. \ub85c\uc800 \ub2e4\uc120 ASML \ucd5c\uace0\uc7ac\ubb34\ucc45\uc784\uc790(CFO)\ub294 \u201c\uac00\uaca9 \uc778\uc0c1\uc744 \uc704\ud55c \uc5ec\uc9c0\uac00 \uc0c1\ub2f9\ud558\ub2e4\u201d\uace0 \ubc1d\ud614\uc73c\uba70 \uc911\uad6d \ubc18\ub3c4\uccb4\uc0ac\uc5d0\ub294 \uc774\ubbf8 DUV \uac00\uaca9\uc744 10% \uc62c\ub9ac\uaca0\ub2e4\uace0 \ud1b5\ubcf4\ud55c \uc0c1\ud0dc\ub85c, \ubbf8\uad6d\uc758 \uc218\ucd9c \uc81c\ud55c\uc73c\ub85c EUV\ub97c \ud655\ubcf4\ud558\uc9c0 \ubabb\ud558\ub294 \uc911\uad6d \uc785\uc7a5\uc5d0\uc11c\ub294 \uc77c\ubd80 \uc778\uc0c1\ub41c \uac00\uaca9\uc744 \uc218\uc6a9\ud558\uae30\ub85c \ud569\uc758\ud55c \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac \uc2dc\uc7a5\uc758 73%\ub97c \uc810\uc720\ud55c TSMC\ub294 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220\uc778 \uce69 \uc6e8\uc774\ud37c \uc628 \uc11c\ube0c\uc2a4\ud2b8\ub808\uc774\ud2b8(CoWoS)\uc5d0 DUV\ub97c \ud3ed\ub113\uac8c \ud65c\uc6a9\ud558\ub294 \uad6c\uc870\uc0c1 \uac00\uaca9 \uc778\uc0c1\uc744 \ubc1b\uc544\ub4e4\uc774\uae30 \uc5b4\ub835\ub2e4\uba70 \ubc18\ubc1c\ud558\uace0 \uc788\ub2e4. \uc774\uc5d0 \ub300\ud574 ASML\uc740 1\ub300\ub2f9 4\uc5b5 \ub2ec\ub7ec(\uc57d 5940\uc5b5 \uc6d0)\ub97c \uc6c3\ub3c4\ub294 \uace0\uac1c\uad6c\uc728(High NA) EUV \uc7a5\ube44 \uac00\uaca9\uc744 \uc778\ud154\uc774 \uc218\uc6a9\ud55c \uc0ac\ub840\ub97c \ubd80\uac01\uc2dc\ud0a4\uba70 TSMC\ub97c \uc555\ubc15\ud558\ub294 \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n

3. \uc21c\uc775 77% \ub6f4 TSMC \u201c\u7f8e\uc5d0 1000\uc5b5\u5f17 \ub354 \ud22c\uc790\u201d<\/p>\n

– \ud575\uc2ec \uc694\uc57d: TSMC\uac00 2\ubd84\uae30 \ub9e4\ucd9c \uc57d 59\uc870 \uc6d0, \uc21c\uc774\uc775 \uc57d 33\uc870 \uc6d0\uc744 \uae30\ub85d\ud558\uba70 \uc2dc\uc7a5 \uc804\ub9dd\uce58\ub97c \uc6c3\ub3c4\ub294 \uc2e4\uc801\uc744 \ub2ec\uc131\ud588\uc73c\uba70 \uc21c\uc774\uc775\uc740 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 77% \uae09\uc99d\ud574 9\ubd84\uae30 \uc5f0\uc18d \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\uc138\ub97c \uc774\uc5b4\uac14\ub2e4. 7\ub098\ub178(\u339a\u00b710\uc5b5\ubd84\uc758 1m) \uc774\ud558 \ucca8\ub2e8 \uacf5\uc815\uc774 \uc804\uccb4 \uc6e8\uc774\ud37c \ub9e4\ucd9c\uc758 77%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70 AI \ubc18\ub3c4\uccb4\uac00 \ud3ec\ud568\ub41c \uace0\uc131\ub2a5\ucef4\ud4e8\ud305(HPC) \ubd80\ubb38 \ub9e4\ucd9c \ube44\uc911\uc740 66%\ub85c \uc804 \ubd84\uae30 \ub300\ube44 20% \ub298\uc5c8\ub2e4. \uc6e8\uc774\uc800\uc790 TSMC \ud68c\uc7a5\uc740 \ubbf8\uad6d \uc560\ub9ac\uc870\ub098\uc5d0 1000\uc5b5 \ub2ec\ub7ec(\uc57d 147\uc870 8000\uc5b5 \uc6d0)\ub97c \ucd94\uac00 \ud22c\uc785\ud558\uaca0\ub2e4\uace0 \uc120\uc5b8\ud574 \ucd1d \ubbf8\uad6d \ud22c\uc790 \uaddc\ubaa8\uac00 \uae30\uc874 1650\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 2650\uc5b5 \ub2ec\ub7ec\ub85c \ub300\ud3ed \ud655\ub300\ub410\uc73c\uba70 \uc62c\ud574 \uc124\ube44\ud22c\uc790\uc561\ub9cc \uc57d 560\uc5b5 \ub2ec\ub7ec(\uc57d 82\uc870 9000\uc5b5 \uc6d0)\uc5d0 \ub2ec\ud55c\ub2e4. \ub85c\uc774\ud130\ud1b5\uc2e0\uc740 TSMC \uc2dc\uac00\ucd1d\uc561\uc774 \uc57d 1\uc870 9700\uc5b5 \ub2ec\ub7ec(\uc57d 2921\uc870 \uc6d0)\ub85c \uacbd\uc7c1\uc0ac \uc0bc\uc131\uc804\uc790(005930) \uc758 \uc57d 2\ubc30 \uc218\uc900\uc5d0 \ub2ec\ud588\ub2e4\uace0 \uc804\ud588\ub2e4.<\/p>\n

[\uae30\uc5c5 CEO \ucc38\uace0 \ub274\uc2a4]<\/p>\n

4. 800\uc870 \ud478\ub294 \uc815\ubd80, \ub3c8\uc904 \uc8c4\ub294 \ud55c\uc740\u2026\uc5c7\uac08\ub9b0 \ucc98\ubc29 \uc6b0\ub824\ub3c4<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ud55c\uad6d\uc740\ud589\uc774 3\ub144 6\uac1c\uc6d4 \ub9cc\uc5d0 \uae30\uc900\uae08\ub9ac\ub97c \uc778\uc0c1\ud558\uba74\uc11c \ub0b4\ub144 800\uc870 \uc6d0 \uc774\uc0c1\uc758 \uc288\ud37c \uc608\uc0b0\uc744 \uc608\uace0\ud55c \uc815\ubd80 \uc7ac\uc815\uc815\ucc45\uacfc\uc758 \uc5c7\ubc15\uc790\ub97c \uc6b0\ub824\ud558\ub294 \ubaa9\uc18c\ub9ac\uac00 \ub098\uc628\ub2e4. \uae30\ud68d\uc608\uc0b0\ucc98\ub294 \ub0b4\ub144\ub3c4 \ucd1d\uc9c0\ucd9c\uc744 \uc62c\ud574 \ubcf8\uc608\uc0b0\ubcf4\ub2e4 10% \uc774\uc0c1 \ub298\uc5b4\ub09c \u2018800\uc870 \uc6d0+\u03b1\u2019 \uc218\uc900\uc73c\ub85c \ud3b8\uc131\ud558\uae30\ub85c \ud588\uc73c\uba70 AI\u00b7\ubc18\ub3c4\uccb4 \ud22c\uc790, \uc9c0\uc5ed \uade0\ud615 \uc131\uc7a5, \uc591\uadf9\ud654 \ub300\uc751 \ub4f1\uc744 \uc8fc\uc694 \uba85\ubd84\uc73c\ub85c \ub0b4\uc138\uc6b4\ub2e4. \ubc18\ub3c4\uccb4 \uc218\ucd9c \ud638\uc870\ub85c \uc62c\ud574 \uc131\uc7a5\ub960\uc774 3%\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uc9c0\ub9cc \ub0b4\uc218\uc640 \uac74\uc124 \uacbd\uae30\ub294 \uc5ec\uc804\ud788 \ubd80\uc9c4\ud55c \uac00\uc6b4\ub370 \uae08\ub9ac \uc778\uc0c1\uc774 \uc790\uc601\uc5c5\uc790\uc640 \uc911\uc18c\uae30\uc5c5\uc758 \uc774\uc790 \ubd80\ub2f4\uc744 \ub298\ub824 \ub0b4\uc218 \ud68c\ubcf5\uc744 \ub354\ub514\uac8c \ud560 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\ub3c4 \uc81c\uae30\ub41c\ub2e4. \uc2e0\ud604\uc1a1 \ud55c\uc740 \ucd1d\uc7ac\ub294 \ucde8\uc57d \uacc4\uce35 \ubd80\ub2f4 \uc99d\uac00 \uc9c0\uc801\uc5d0 \u201c\ud1b5\ud654\uc815\ucc45\ubcf4\ub2e4\ub294 \uc120\ubcc4\uc801 \ud6a8\uacfc\ub97c \ub0bc \uc218 \uc788\ub294 \uc7ac\uc815\uc815\ucc45\uc774\ub098 \uae08\uc735\uc815\ucc45\uc774 \uac00\uc7a5 \uc801\ud569\ud558\ub2e4\u201d\uace0 \ubc1d\ud614\ub2e4.<\/p>\n

5. \uc2e0\ud604\uc1a1 \u201c\ubb3c\uac00\uc0c1\uc2b9\ub960 2% \ud655\uc2e0 \ub4e4 \ub54c\uae4c\uc9c0 \uc778\uc0c1\u201d\u2026\uc5f0\ub9d0 \uae08\ub9ac 3% \ucc0d\uc744 \ub4ef<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ud55c\uad6d\uc740\ud589\uc774 3\ub144 \ubc18 \ub9cc\uc5d0 \uae30\uc900\uae08\ub9ac \uc778\uc0c1\uc5d0 \ub098\uc120 \ubc30\uacbd\uc5d0\ub294 \ubb3c\uac00\u00b7\ud658\uc728\u00b7\uc9d1\uac12\u00b7\uac00\uacc4\ubd80\ucc44 \ub4f1 \uc8fc\uc694 \uac70\uc2dc \uc9c0\ud45c\uc758 \ubd88\uc548\uc815\ud55c \ud750\ub984\uc774 \uc790\ub9ac\ud55c\ub2e4. \uc2e0\ud604\uc1a1 \ud55c\uc740 \ucd1d\uc7ac\ub294 \uae30\uc790\uac04\ub2f4\ud68c\uc5d0\uc11c \u201c\uc218\uc694 \uce21 \ubb3c\uac00 \uc555\ub825\uc744 \uac04\uacfc\ud558\uc9c0 \ub9d0\uc544\uc57c \ud55c\ub2e4\u201d\uba70 3% \ucd08\uc911\ubc18\uae4c\uc9c0 \uce58\uc19f\uc740 \ubb3c\uac00 \uc0c1\uc2b9\ub960\uc774 \ubaa9\ud45c\uce58\uc778 2%\uc5d0 \uc218\ub834\ud560 \ub54c\uae4c\uc9c0 \ucd94\uac00 \uae08\ub9ac \uc778\uc0c1\uc73c\ub85c \ub300\uc751\ud558\uaca0\ub2e4\ub294 \uc758\uc9c0\ub97c \uacf5\uc2dd\ud654\ud588\ub2e4. \ud55c\uc740\uc740 \ubc18\ub3c4\uccb4 \uc288\ud37c\uc0ac\uc774\ud074 \uc9c0\uc18d\uc5d0 \ub530\ub978 \uc218\ucd9c \ud638\uc870\ub85c 5\uc6d4 \uc81c\uc2dc\ud55c 2.6% \uc131\uc7a5\ub960 \uc804\ub9dd\uce58\uac00 \uc0c1\ub2f9 \ud3ed \uc0c1\ud5a5\ub420 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\uc73c\uba70 \uc2dc\uc7a5 \uc804\ubb38\uac00 \ub300\ub2e4\uc218\ub294 10\uc6d4 \ud55c \ucc28\ub840 \ucd94\uac00 \uc778\uc0c1\uc73c\ub85c \uc5f0\ub9d0 \uae30\uc900\uae08\ub9ac\uac00 3%\uc5d0 \ub3c4\ub2ec\ud558\uace0 \ub0b4\ub144 \uc0c1\ubc18\uae30 \ucd5c\uc885 \uae08\ub9ac\uac00 3.25% \uc218\uc900\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ud55c\ub2e4. \uae00\ub85c\ubc8c \uc2e0\uc6a9\ud3c9\uac00\uc0ac \ubb34\ub514\uc2a4\ub3c4 4\ubd84\uae30 \ud55c \ucc28\ub840 \uc778\uc0c1\uc744 \uc608\uce21\ud55c \uac00\uc6b4\ub370 \ub2e4\uc74c \uc8fc \ubc1c\ud45c\ub418\ub294 2\ubd84\uae30 \uad6d\ub0b4\ucd1d\uc0dd\uc0b0(GDP) \uc131\uc7a5\ub960\uacfc 7\uc6d4 \uc18c\ube44\uc790\ubb3c\uac00\uac00 \ud5a5\ud6c4 \ud1b5\ud654\uc815\ucc45\uc758 \ud575\uc2ec \uac00\ub2a0\uc790\uac00 \ub420 \uc804\ub9dd\uc774\ub2e4.<\/p>\n

6. \uae30\uc5c5\ubcf4\ud5d8 \uc0ac\uac01\uc9c0\ub300\u2026\uc6b4\uc601 \uc911\ub2e8 \ubcf4\uc7a5 \uac00\uc785\ub960 18% \uc800\uc870<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc11c\uc6b8\ub300\ud559\uad50 \uae30\ud6c4\ud14c\ud06c\uc13c\ud130\uc640 \uc0bc\uc131\ud654\uc7ac(000810) \uac00 2020~2024\ub144 \uc9d1\uc911\ud638\uc6b0\ub97c \ub300\uc0c1\uc73c\ub85c \ubd84\uc11d\ud55c \uacb0\uacfc \uad6d\ub0b4 \uc9d1\uc911\ud638\uc6b0\ub85c \ubc1c\uc0dd\ud55c \uacbd\uc81c\uc801 \uc190\uc2e4 \uc911 \ubcf4\ud5d8\uc73c\ub85c \ubcf4\uc804\ub418\uc9c0 \ubabb\ud55c \ube44\uc728\uc778 \ubcf4\uc7a5\uaca9\ucc28(Protection Gap)\uac00 \ud3c9\uade0 82%\uc5d0 \ub2ec\ud574 \ub3c5\uc77c(72%) \ub4f1 \uc120\uc9c4\uad6d\ubcf4\ub2e4 \ub192\uc740 \uc218\uc900\uc73c\ub85c \uc9d1\uacc4\ub410\ub2e4. \uc0bc\uc131\ud654\uc7ac\uc758 \ucd5c\uadfc 5\ub144 \uae30\uc5c5\uc885\ud569\ubcf4\ud5d8 \uacc4\uc57d \ubd84\uc11d\uc5d0\uc11c\ub294 \uacf5\uc7a5 \uac00\ub3d9 \uc911\ub2e8 \uc2dc \ub9e4\ucd9c \uac10\uc18c\uc640 \uace0\uc815\ube44 \ubd80\ub2f4 \ub4f1 \uc601\uc5c5\uc190\uc2e4\uc744 \ubcf4\uc7a5\ud558\ub294 \uae30\uc5c5\ud734\uc9c0(BI) \ub2f4\ubcf4 \uac00\uc785\ub960\uc774 18%\uc5d0 \uadf8\uce5c \uac83\uc73c\ub85c \ub098\ud0c0\ub0ac\uc73c\uba70 \ucca8\ub2e8\u00b7\uc911\ud654\ud559 \ub4f1 \uace0\ubd80\uac00\uac00\uce58 \uc0b0\uc5c5\uc744 \uc911\uc2ec\uc73c\ub85c \ubcf4\ud5d8 \uc0ac\uac01\uc9c0\ub300\uac00 \ub450\ub4dc\ub7ec\uc9c0\ub294 \uc0c1\ud669\uc774\ub2e4. \uc5f0\uad6c\uc9c4\uc740 \ud604\uc7ac\uc640 \uac19\uc740 \ubcf4\ud5d8 \uac00\uc785 \uad6c\uc870\uac00 \uc774\uc5b4\uc9c8 \uacbd\uc6b0 \ubcf4\ud5d8\uc73c\ub85c \uba54\uc6b0\uc9c0 \ubabb\ud558\ub294 \uc190\uc2e4\uc774 2020~2024\ub144 \uc5f0\ud3c9\uade0 4992\uc5b5 \uc6d0\uc5d0\uc11c 2045\ub144 2\uc870 5827\uc5b5 \uc6d0\uc73c\ub85c 5\ubc30 \uc774\uc0c1 \uae09\uc99d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4. \uac15\ubbfc\uc9c0 \uc0bc\uc131\ud654\uc7ac \uc5f0\uad6c\uc6d0\uc740 \u201c\uc7ac\uc0b0 \ud53c\ud574 \uc911\uc2ec\uc758 \ubcf4\ud5d8\ub9cc\uc73c\ub85c\ub294 \uae30\ud6c4\uc7ac\ub09c \uc704\ud5d8\uc744 \ucda9\ubd84\ud788 \ud761\uc218\ud558\uae30 \uc5b4\ub835\ub2e4\u201d\uba70 \uc0b0\uc5c5\ubcc4 \ud2b9\uc131\uc744 \ubc18\uc601\ud55c \ub9de\ucda4\ud615 \ubcf4\uc7a5 \uccb4\uacc4\uc758 \ud544\uc694\uc131\uc744 \uac15\uc870\ud588\ub2e4.<\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc8fc\ub2f4\ub300 \uae08\ub9ac 8% \u2018\ub208\uc55e\u2019\uc778\ub370\u2026\uac00\uacc4 \uc774\uc790 \ubd80\ub2f4\ub9cc \u5e74 3.3\uc870 \uae09\uc99d <\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: 800\uc870 \ud478\ub294 \uc815\ubd80, \ub3c8\uc904 \uc8c4\ub294 \ud55c\uc740\u2026\uc5c7\uac08\ub9b0 \ucc98\ubc29 \uc6b0\ub824\ub3c4 <\/p>\n

\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc21c\uc775 77% \ub6f4 TSMC \u201c\u7f8e\uc5d0 1000\uc5b5\u5f17 \ub354 \ud22c\uc790\u201d <\/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":40871,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[30],"tags":[],"class_list":["post-40872","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/07\/news_img_20260717112037_17091-1.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 \ub9c8\uc2a4\uac00 \ucd9c\ud56d: \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ubbf8\uad6d \ub300\ud1b5\ub839\uc774 \ud55c\uad6d \uc870\uc120 \uc5c5\uccb4\uc640\uc758 \ud611\ub825 \ubc0f \uc678\uad6d\uc5d0\uc11c\uc758 \uad70\ud568 \uac74\uc870 \ud5c8\uc6a9 \uac00\ub2a5\uc131\uc744 \uacf5\uac1c\uc801\uc73c\ub85c \uc2dc\uc0ac\ud558\uba74\uc11c 1500\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ud55c\ubbf8 \uc870\uc120 \ud611\ub825 \ud504\ub85c\uc81d\ud2b8 \ub9c8\uc2a4\uac00(MASGA\u00b7\ubbf8\uad6d \uc870\uc120\uc5c5\uc744 \ub2e4\uc2dc \uc704\ub300\ud558\uac8c)\uac00 \ud0c4\ub825\uc744 \ubc1b\uace0 \uc788\ub2e4. \ubbf8\uad6d \uad6d\ubc29\ubd80\uc640 \ud574\uad70\uc774 \ub9c8\uc2a4\uac00 \uc120\uc5b8 \uc774\ud6c4 \ucc98\uc74c\uc73c\ub85c HD\ud604\ub300\uc911\uacf5\uc5c5(329180) \u00b7\ud55c\ud654\uc624\uc158(042660) \u00b7\uc0bc\uc131\uc911\uacf5\uc5c5(010140) \ub4f1 \uc870\uc120 3\uc0ac\uc5d0 \uc804\ud22c\ud568 \ubc0f \uae09\uc720\ud568 \uad00\ub828 \uc815\ubcf4\uc81c\uacf5\uc694\uccad\uc11c(RFI)\ub97c \ubc1c\uc1a1\ud558\uba74\uc11c \uc2e4\uc9c8\uc801 \ud611\ub825 \ub17c\uc758\uac00 \uc218\uba74 \uc704\ub85c \ubd80\uc0c1\ud55c \ubaa8\uc2b5\uc774\ub2e4. \u25a0 ASML\u00b7TSMC \uac08\ub4f1:…<\/p>\n","category_list":"\uae08\uc735<\/a>","author_info":{"name":"admin","url":"https:\/\/cryptoseoul.news\/?author=1"},"comments_num":"0 comments","yoast_head":"\n\uc601\uc0c1\ud2b8\ub7fc\ud504 \u201c\uad70\ud568 10\ucc99 \uc9c0\uc5b4\ub2ec\ub77c\u201d\u2026K-\uc870\uc120, \u7f8e \ud574\uad70 \ud488\ub098 - 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