{"id":45837,"date":"2026-09-16T08:07:41","date_gmt":"2026-09-15T23:07:41","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=45837"},"modified":"2026-09-16T08:07:41","modified_gmt":"2026-09-15T23:07:41","slug":"%ec%98%81%ec%83%81%ed%85%8c%ec%8a%ac%eb%9d%bc%ea%b0%80-%ea%b9%a8%ec%9a%b4-%ec%82%bc%ec%84%b1-%e7%be%8e-%ed%85%8c%ec%9d%bc%eb%9f%ac-%ea%b3%b5%ec%9e%a5%e4%b8%ad-smic%ea%b3%bc-%ea%b2%a9%ec%b0%a8","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=45837","title":{"rendered":"\uc601\uc0c1\ud14c\uc2ac\ub77c\uac00 \uae68\uc6b4 \uc0bc\uc131 \u7f8e \ud14c\uc77c\ub7ec \uacf5\uc7a5\u2026\u4e2d SMIC\uacfc \uaca9\ucc28 \ubc8c\ub9b0\ub2e4"},"content":{"rendered":"

\uc0bc\uc131\uc804\uc790(005930) \uac00 \ud14c\uc2ac\ub77c\uc758 \uc778\uacf5\uc9c0\ub2a5(AI) \uce69 \uacf5\uae09\uc744 \uc704\ud574 \ubbf8\uad6d \ud14d\uc0ac\uc2a4\uc8fc \ud14c\uc77c\ub7ec \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0) \uacf5\uc7a5\uc5d0\uc11c \uc2dc\uc81c\ud488 \uc0dd\uc0b0\uc5d0 \ub3cc\uc785\ud55c \uac83\uc73c\ub85c \ud655\uc778\ub410\ub2e4. \ub2f9\ucd08 \ud14c\uc77c\ub7ec \ud339\uc740 11\uc6d4\ucbe4 \ubcf8\uaca9 \uac00\ub3d9 \uc608\uc815\uc774\uc5c8\uc73c\ub098 \ube45\ud14c\ud06c\ub4e4\uc758 \uc778\uacf5\uc9c0\ub2a5(AI) \uce69 \uc218\uc694\uac00 \ud06c\uac8c \ub298\uba74\uc11c \uc2dc\uc81c\ud488 \uc0dd\uc0b0\uc744 \uc55e\ub2f9\uaca8 \uc218\uc728 \uac80\uc99d\uc744 \uc2dc\uc791\ud55c \uac83\uc774\ub2e4. \uc5f0\ub9d0\uae4c\uc9c0 \uc591\uc0b0 \uac80\uc99d\uc744 \ub9c8\uce58\uace0 \ub0b4\ub144\ubd80\ud130 \uc81c\ud488\uc744 \ubcf8\uaca9 \uacf5\uae09\ud574 \ud30c\uc6b4\ub4dc\ub9ac \uc2dc\uc7a5\uc5d0\uc11c \uc601\ud5a5\ub825\uc744 \ud655\ub300\ud560 \ubc29\uce68\uc774\ub2e4.<\/p>\n

15\uc77c \ubc18\ub3c4\uccb4 \uc5c5\uacc4\uc5d0 \ub530\ub974\uba74 \uc0bc\uc131\uc804\uc790 \ud14c\uc77c\ub7ec \uacf5\uc7a5\uc740 \ucd5c\uadfc 2\ub098\ub178\ubbf8\ud130(\u339a\u00b710\uc5b5\ubd84\uc758 1m) \uacf5\uc815 \uae30\ubc18 \uc6e8\uc774\ud37c \uc0dd\uc0b0\uc744 \uc2dc\uc791\ud558\uba70 AI5\uce69 \uc2dc\uc81c\ud488 \uc0dd\uc0b0 \ub2e8\uacc4\uc5d0 \ub4e4\uc5b4\uac14\ub2e4. \uc774\ub97c \uc704\ud574 \uacf5\uc7a5\uc758 \uc77c\ubd80 \ub77c\uc778\uc5d0\uc11c \ub0b4\ub144\ubd80\ud130 \ud14c\uc2ac\ub77c\uc5d0 \uacf5\uae09\ud560 AI5\uce69\uc744 \uc0dd\uc0b0\ud558\uba70 \ucd5c\uc885 \uc591\uc0b0 \uac80\uc99d \uc791\uc5c5\uc744 \uc9c4\ud589\ud558\uace0 \uc788\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 \uc9c0\ub09c 4\uc6d4 24\uc77c \ud604\uc9c0\uc5d0\uc11c \ud14c\uc77c\ub7ec \uacf5\uc7a5 \uc7a5\ube44 \ubc18\uc785\uc2dd\uc744 \uac1c\ucd5c\ud55c \ub4a4 \uc0dd\uc0b0\uc124\ube44 \uad6c\ucd95\uc5d0 \uc18d\ub3c4\ub97c \ub0b4\uc654\ub2e4. \uc774\uc5b4 7\uc6d4 13\uc77c\uc5d0\ub294 \ubc18\ub3c4\uccb4 \uc124\uacc4\ub97c \uc2e4\uc81c \uc6e8\uc774\ud37c \uc81c\uc870 \ub2e8\uacc4\ub85c \ub118\uae30\ub294 \u2018\ud14c\uc774\ud504\uc544\uc6c3(Tape-Out)\u2019\uc5d0 \uc9c4\uc785\ud588\ub2e4\uace0 \ubc1d\ud78c \ubc14 \uc788\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 \uae09\uc99d\ud558\ub294 AI \uce69 \uc8fc\ubb38\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \uc2dc\uc81c\ud488 \uc0dd\uc0b0 \uc77c\uc815\uc744 \uc55e\ub2f9\uae34 \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. \uc120\ub2e8 \uacf5\uc815(2~4\ub098\ub178)\uc744 \ub2f4\ub2f9\ud558\ub294 \ud654\uc131\uacfc \ud3c9\ud0dd\ucea0\ud37c\uc2a4\uc758 \ud30c\uc6b4\ub4dc\ub9ac \ub77c\uc778\uc774 \uaf49\ucc28\uba74\uc11c \ud14c\uc77c\ub7ec \uacf5\uc7a5\uc758 \uc81c\ud488 \uc0dd\uc0b0 \uc77c\uc815\uc5d0 \uc18d\ub3c4\ub97c \ub192\uc778 \uac83\uc774\ub2e4.<\/p>\n

\ud14c\uc77c\ub7ec \uacf5\uc7a5\uc758 \uc870\uae30 \uac00\ub3d9\uc744 \uc774\ub048 \ud575\uc2ec \uace0\uac1d\uc0ac\ub294 \uc790\uc728\uc8fc\ud589\ucc28\uc640 AI \ub370\uc774\ud130\uc13c\ud130, \ud734\uba38\ub178\uc774\ub4dc \ub85c\ubd07 \uc0ac\uc5c5\uc744 \ud655\ub300\ud558\uba70 \ub300\uaddc\ubaa8 AI \uce69 \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\ub294 \ud14c\uc2ac\ub77c\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc9c0\ub09c\ud574 \ud14c\uc2ac\ub77c\uc640 165\uc5b5 \ub2ec\ub7ec(\uc57d 22\uc870 \uc6d0) \uaddc\ubaa8\uc758 \ubc18\ub3c4\uccb4 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\ub2e4. \uc0bc\uc131\uc804\uc790\uac00 \ud14c\uc77c\ub7ec \uacf5\uc7a5\uc5d0\uc11c \uc0dd\uc0b0\ud560 \ud575\uc2ec \uc81c\ud488\uc740 \ud14c\uc2ac\ub77c\uc758 \ucc28\uc138\ub300 AI5 \uce69\uc774\ub2e4.<\/p>\n

AI5\ub294 \ud14c\uc2ac\ub77c\uc758 \uc804\uae30\ucc28 \ubaa8\ub3783\u00b7\ubaa8\ub378Y\ub97c \ube44\ub86f\ud574 \ub85c\ubcf4\ud0dd\uc2dc \u2018\uc0ac\uc774\ubc84\ucea1\u2019, \ud734\uba38\ub178\uc774\ub4dc \ub85c\ubd07 \u2018\uc635\ud2f0\uba38\uc2a4\u2019, AI \ub370\uc774\ud130\uc13c\ud130 \ub4f1 \ud14c\uc2ac\ub77c\uac00 \ucd94\uc9c4\ud558\ub294 \uc8fc\uc694 AI \uc0ac\uc5c5\uc5d0 \ud3ed\ub113\uac8c \ud65c\uc6a9\ub420 \ud575\uc2ec \ubc18\ub3c4\uccb4\ub85c \uaf3d\ud78c\ub2e4. \ud14c\uc2ac\ub77c\uac00 \uc644\uc804\uc790\uc728\uc8fc\ud589\uacfc \ub85c\ubd07, AI \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790 \ud655\ub300\uc5d0 \uc18d\ub3c4\ub97c \ub0b4\uba74\uc11c \uad00\ub828 \ubc18\ub3c4\uccb4 \uc218\uc694\ub3c4 \uc608\uc0c1\ubcf4\ub2e4 \ube60\ub974\uac8c \ub298\uc5b4\ub09c \uac83\uc73c\ub85c \ubd84\uc11d\ub41c\ub2e4.<\/p>\n

\uc8fc\ud589 \uc911\uc778 \uc0ac\uc774\ubc84\ucea1 \ub0b4\ubd80 \ubaa8\uc2b5. \ucd9c\ucc98=\ud14c\uc2ac\ub77c \uc720\ud29c\ube0c<\/p>\n

\uc774\uc5d0 \uc0bc\uc131\uc804\uc790\ub294 \ub2f9\ucd08 \uc5f0\ub9d0\ub85c \uc608\uc0c1\ub410\ub358 \ud14c\uc77c\ub7ec \uacf5\uc7a5\uc758 \ubcf8\uaca9 \uac00\ub3d9 \uc2dc\uc810\uc744 \uc55e\ub2f9\uae30\uace0 \ud14c\uc2ac\ub77c\uc6a9 2\ub098\ub178 \uc6e8\uc774\ud37c \uacf5\uae09 \uc704\ud55c \uc18d\ub3c4\uc804\uc5d0 \ub3cc\uc785\ud588\ub2e4.<\/p>\n

\uc5c5\uacc4\uc5d0\uc11c\ub294 \uc2dc\uc81c\ud488 \uc0dd\uc0b0\uc744 \uae30\uc810\uc73c\ub85c \ud14c\uc77c\ub7ec \uacf5\uc7a5\uc774 \ube60\ub974\uac8c \uc591\uc0b0 \uccb4\uc81c\ub85c \uc9c4\uc785\ud560 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\ub2e4. \uc5f0\ub9d0\ucbe4\uc5d0\ub294 \uc218\uc728 \uac80\uc99d\uc744 \ub9c8\uce58\uace0 \ud14c\uc2ac\ub77c\uc5d0 AI5\uce69\uc744 \uacf5\uae09\ud560 \uc218 \uc788\ub294 \ucd5c\uc885 \uc591\uc0b0 \ub2e8\uacc4\uc5d0 \ub3cc\uc785\ud560 \uac83\uc774\ub77c\ub294 \uc804\ub9dd\uc774 \ub098\uc628\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 \ud14c\uc77c\ub7ec \uacf5\uc7a5\uc758 \ubcf8\uaca9 \uac00\ub3d9\uacfc \ud568\uaed8 \uc62c \uc5f0\ub9d0 \ucc29\uacf5\uc744 \ubaa9\ud45c\ub85c \ud14c\uc77c\ub7ec 2\uacf5\uc7a5 \uac74\uc124 \uc900\ube44\uc5d0\ub3c4 \ub098\uc130\ub2e4. \uc5c5\uacc4\uc5d0\uc11c\ub294 2030\ub144\uaed8 \uac00\ub3d9\uc774 \uc608\uc0c1\ub418\ub294 2\uacf5\uc7a5\uc5d0 \ucc28\uc138\ub300 1.4\ub098\ub178 \uacf5\uc815\uc774 \ub3c4\uc785\ub420 \uac00\ub2a5\uc131\uc744 \uc810\uce58\uace0 \uc788\ub2e4.<\/p>\n

\ud14c\uc77c\ub7ec \uacf5\uc7a5\uc758 \uc0dd\uc0b0\ub2a5\ub825 \ud655\ub300\ub294 \uc0bc\uc131\uc804\uc790\uc758 \uae00\ub85c\ubc8c \ud30c\uc6b4\ub4dc\ub9ac \ubc18\uaca9 \uc804\ub7b5\uacfc\ub3c4 \ub9de\ub2ff\uc544 \uc788\ub2e4. \uae00\ub85c\ubc8c \ud30c\uc6b4\ub4dc\ub9ac 1\uc704\uc778 \ub300\ub9cc TSMC\ub294 AI \ubc18\ub3c4\uccb4 \uc8fc\ubb38\uc774 \ubab0\ub9ac\uba74\uc11c \ucca8\ub2e8\uacf5\uc815 \uc0dd\uc0b0\ub2a5\ub825 \uc0c1\ub2f9 \ubd80\ubd84\uc774 \uc18c\uc9c4\ub41c \uc0c1\ud669\uc774\ub2e4. \uace0\uac1d\uc0ac\uac00 \uc6d0\ud558\ub294 \ubb3c\ub7c9\uc744 \uc6d0\ud558\ub294 \uc2dc\uae30\uc5d0 \ubaa8\ub450 \uc0dd\uc0b0\ud558\uae30 \uc5b4\ub824\uc6cc\uc9c0\uba74\uc11c \uc0bc\uc131\uc804\uc790\uac00 \uc2e0\uaddc \uace0\uac1d\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\ub294 \uacf5\uac04\uc774 \ucee4\uc9c0\uace0 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 \uc774 \ud2c8\uc744 \ud65c\uc6a9\ud574 \ud14c\uc2ac\ub77c\ub97c \ube44\ub86f\ud55c \ub300\ud615 \uace0\uac1d\uc0ac\uc758 \ubb3c\ub7c9\uc744 \uc548\uc815\uc801\uc73c\ub85c \uc18c\ud654\ud558\ub294 \ub3d9\uc2dc\uc5d0 \ucd94\uac00 \uace0\uac1d\uc0ac \ud655\ubcf4\uc5d0 \ub098\uc120\ub2e4\ub294 \uc804\ub7b5\uc774\ub2e4. \ud2b9\ud788 \ud14c\uc77c\ub7ec \uacf5\uc7a5\uc744 \ubbf8\uad6d \ub0b4 \ucca8\ub2e8 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0\uc758 \ud575\uc2ec \uac70\uc810\uc73c\ub85c \ud0a4\uc6cc 2\ub098\ub178 \uc774\ud558 \ucd08\ubbf8\uc138\uacf5\uc815 \uc2dc\uc7a5\uc5d0\uc11c TSMC\uc640\uc758 \uaca9\ucc28\ub97c \uc881\ud788\uaca0\ub2e4\ub294 \uad6c\uc0c1\uc774\ub2e4.<\/p>\n

\ud2b9\ud788 \ud14c\uc77c\ub7ec \uacf5\uc7a5 \ud655\uc7a5\uc740 \uae00\ub85c\ubc8c \ud30c\uc6b4\ub4dc\ub9ac 2\uc704\uc778 \uc0bc\uc131\uc804\uc790\ub97c \ube60\ub974\uac8c \ucd94\uaca9\ud558\uace0 \uc788\ub294 \uc911\uad6d SMIC\uc640\uc758 \uaca9\ucc28\ub97c \ub2e4\uc2dc \ubc8c\ub9ac\uae30 \uc704\ud55c \uc804\ub7b5\uc774\uae30\ub3c4 \ud558\ub2e4. SMIC\ub294 \uc911\uad6d \ub0b4 \ubc18\ub3c4\uccb4 \uc218\uc694\ub97c \uae30\ubc18\uc73c\ub85c \uc0dd\uc0b0\ub7c9\uc744 \ube60\ub974\uac8c \ud655\ub300\ud558\uba70 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ub192\uc774\ub294 \uc0c1\ud669\uc774\ub2e4. \uc2dc\uc7a5\uc870\uc0ac\uc5c5\uccb4 \ud2b8\ub80c\ub4dc\ud3ec\uc2a4\uc5d0 \ub530\ub974\uba74 \uc62c\ud574 2\ubd84\uae30 \uae30\uc900 \uae00\ub85c\ubc8c \ud30c\uc6b4\ub4dc\ub9ac \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 \uc0bc\uc131\uc804\uc790\uac00 5.9%, SMIC\uac00 5.4%\ub85c \uc591\uc0ac\uc758 \uaca9\ucc28\ub294 0.5%\ud3ec\uc778\ud2b8\uae4c\uc9c0 \uc881\ud600\uc84c\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790 \uc785\uc7a5\uc5d0\uc11c\ub294 TSMC\uc640\uc758 \uaca9\ucc28\ub97c \uc881\ud788\ub294 \ub3d9\uc2dc\uc5d0 SMIC\uc758 \ucd94\uaca9\uae4c\uc9c0 \ub530\ub3cc\ub824\uc57c \ud55c\ub2e4. \uc774\ub97c \uc704\ud574 \uc0bc\uc131\uc804\uc790\ub294 \ud654\uc131\ucea0\ud37c\uc2a4 S3\u00b7V1 \ub77c\uc778\uc744 \uc911\uc2ec\uc73c\ub85c \uadf9\uc790\uc678\uc120(EUV) \uae30\ubc18 \ucd08\ubbf8\uc138 \ud30c\uc6b4\ub4dc\ub9ac \uacf5\uc815\uc744 \uac15\ud654\ud558\ub294 \ud55c\ud3b8 \ubbf8\uad6d \ud14c\uc77c\ub7ec \uacf5\uc7a5\ub3c4 2\ub098\ub178 \uc774\ud558 \uacf5\uc815\uc758 \ud575\uc2ec \uc804\uc9c4\uae30\uc9c0\ub85c \uc721\uc131\ud560 \ubc29\uce68\uc774\ub2e4. \ud14c\uc77c\ub7ec \uacf5\uc7a5\uc774 \ud14c\uc2ac\ub77c\uc758 \ub300\uaddc\ubaa8 \uc8fc\ubb38\uc744 \ud655\ubcf4\ud55c \ub9cc\ud07c \uac00\ub3d9\ub960\uc774 \uc608\uc0c1\ubcf4\ub2e4 \ube60\ub974\uac8c \uc0c1\uc2b9\ud560 \uacbd\uc6b0 \uc0bc\uc131\uc804\uc790 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\ubd80\uc758 \ud751\uc790\uc804\ud658 \uc2dc\uc810\ub3c4 \uc55e\ub2f9\uaca8\uc9c8 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/p>\n

\ubc18\ub3c4\uccb4 \uc5c5\uacc4 \uad00\uacc4\uc790\ub294 \u201c\ud604\uc7ac \uc0bc\uc131\uc804\uc790 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\uc5d0\ub294 \uc2dc\uac04\uc744 \ucd5c\ub300\ud55c \ub2e8\ucd95\ud558\ub294 \uac83\uc774 \ubb34\uc5c7\ubcf4\ub2e4 \uc911\uc694\ud558\ub2e4\u201d\uba70 \u201c\ud655\ubcf4\ud55c \ub300\ud615 \uace0\uac1d\uc0ac\ub97c \uacc4\uc18d \ubd99\uc7a1\uc544 \ub450\ub824\uba74 \ud14c\uc77c\ub7ec \uacf5\uc7a5\uc744 \ube60\ub974\uac8c \ud480\uce90\ud30c \uc218\uc900\uc73c\ub85c \ub04c\uc5b4\uc62c\ub9ac\ub294 \ub3d9\uc2dc\uc5d0 \ud6c4\uc18d \uc99d\uc124\uc5d0\ub3c4 \uc18d\ub3c4\ub97c \ub0b4\uc57c \ud55c\ub2e4\u201d\uace0 \ub9d0\ud588\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\uc0bc\uc131\uc804\uc790(005930) \uac00 \ud14c\uc2ac\ub77c\uc758 \uc778\uacf5\uc9c0\ub2a5(AI) \uce69 \uacf5\uae09\uc744 \uc704\ud574 \ubbf8\uad6d \ud14d\uc0ac\uc2a4\uc8fc \ud14c\uc77c\ub7ec \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0) \uacf5\uc7a5\uc5d0\uc11c \uc2dc\uc81c\ud488 \uc0dd\uc0b0\uc5d0 \ub3cc\uc785\ud55c \uac83\uc73c\ub85c \ud655\uc778\ub410\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":45836,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","footnotes":""},"categories":[31],"tags":[],"class_list":["post-45837","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bussines"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/09\/news_img_20260915230741_74064-1.jpeg",580,386,false]},"post_excerpt_stackable":"

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