{"id":48261,"date":"2026-10-14T23:58:26","date_gmt":"2026-10-14T14:58:26","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=48261"},"modified":"2026-10-14T23:58:26","modified_gmt":"2026-10-14T14:58:26","slug":"%e4%b8%ad-cxmt-%ec%a0%9c%ed%92%88%ec%82%ac%ec%96%91-%ea%b3%b5%ea%b0%9c-%ec%97%86%ec%9d%b4-%ec%b2%ad%ec%82%ac%ec%a7%84%eb%a7%8c%ec%8b%9c%ec%a0%9c%ed%92%88-%eb%82%b4%eb%86%94%eb%8f%84","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=48261","title":{"rendered":"\u4e2d CXMT, \uc81c\ud488\uc0ac\uc591 \uacf5\uac1c \uc5c6\uc774 \uccad\uc0ac\uc9c4\ub9cc\u2026\u201c\uc2dc\uc81c\ud488 \ub0b4\ub194\ub3c4 \uc591\uc0b0\uae4c\uc9c0 \ucd5c\uc18c 2\ub144\u201d"},"content":{"rendered":"

\uc911\uad6d \ucc3d\uc2e0\uba54\ubaa8\ub9ac\ud14c\ud06c\ub180\ub85c\uc9c0(CXMT)\uac00 \uc5f0\ub0b4 \ucd9c\uc2dc\ub97c \uc608\uace0\ud55c \ucc28\uc138\ub300 D\ub7a8 \u20184F\u00b2(4F\uc2a4\ud018\uc5b4)\u2019 \uae30\uc220\uc5d0 \ud55c\uad6d\uacfc \ubbf8\uad6d \uc99d\uc2dc\uac00 \ud06c\uac8c \uc694\ub3d9\ucce4\ub2e4. \ubbf8\uad6d\uc758 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc218\ucd9c\ud1b5\uc81c\uc5d0 \ub9c9\ud78c \uc911\uad6d\uc774 D\ub7a8 \uc140 \uad6c\uc870\ub97c \ubc14\uafb8\ub294 \ubc29\uc2dd\uc73c\ub85c \uc2b9\ubd80\uc218\ub97c \ub744\uc6b0\uba74\uc11c \uc77c\uac01\uc5d0\uc11c\ub294 \ud55c\uad6d\uc758 \uae30\uc220\ub825\uae4c\uc9c0 \ucd94\uc6d4\ud558\ub294 \uac83 \uc544\ub2c8\ub0d0\ub294 \uc704\uae30\uac10\uc774 \ub098\uc628\ub2e4. \ud558\uc9c0\ub9cc \uc81c\ud488 \ucd9c\uc2dc \uc608\uace0\uc640 \uc2e4\uc81c \uc591\uc0b0\uc740 \ubcc4\uac1c\ub77c\ub294 \uc2e0\uc911\ub860\uc774 \uc801\uc9c0 \uc54a\ub2e4. CXMT\uac00 \ub0b4\ub193\uc740 4F\u00b2 \uae30\uc220\uc744 4\ub300 \uc7c1\uc810\ubcc4\ub85c \uc804\ubb38\uac00 \uc758\uacac\uc744 \uad6c\ud574 \uc2ec\uce35 \ud574\ubd80\ud574\ubd24\ub2e4.<\/p>\n

\u2460 4F\u00b2 \uc138\uacc4 \uccab \uc0c1\uc6a9\ud654 \ub9de\ub098<\/p>\n

\uc0d8\ud50c \ub4f1 \ud45c\ud604 \uc5c6\uc774 \uc2dc\uc810 \ud63c\ub3c8 \uc918\u2026\uc591\uc0b0 \uc544\ub2cc \ucd9c\uc2dc \uc608\uace0\ub85c \ud574\uc11d\ud574\uc57c<\/p>\n

CXMT\uac00 \uc9c0\ub09c 10\uc77c \ubc1d\ud78c \uacc4\ud68d\uc740 4F\u00b2 \uad6c\uc870\uc640 \ud558\uc774\ube0c\ub9ac\ub4dc \ubcf8\ub529 \uae30\uc220\uc744 \uacb0\ud569\ud55c \uc11c\ubc84\uc6a9 DDR5 \uba54\ubaa8\ub9ac \ubaa8\ub4c8(RDIMM)\uc744 \uc5f0\ub0b4 \uc120\ubcf4\uc774\uaca0\ub2e4\ub294 \uac83\uc774\ub2e4. \uc81c\ud488\uc758 \uc6a9\ub7c9\uacfc \uc131\ub2a5, \uad6c\uccb4\uc801\uc778 \ucd9c\uc2dc\uc77c\uc774\ub098 \uc591\uc0b0 \uc77c\uc815\uc740 \uacf5\uac1c\ud558\uc9c0 \uc54a\uc558\ub2e4.<\/p>\n

\uad8c\uc11d\uc900 \uc131\uade0\uad00\ub300 \ud654\ud559\uacf5\ud559\ubd80 \uad50\uc218\uac00 \ucd5c\uadfc \uc18c\uc15c\ub124\ud2b8\uc6cc\ud06c\uc11c\ube44\uc2a4(SNS)\uc5d0 \uc62c\ub9b0 \uae00\uc5d0 \ub530\ub974\uba74 CXMT \ubc1c\ud45c\uc5d0\ub294 \u2018\uc591\uc0b0\u2019\uc774\ub098 \u2018\uc0d8\ud50c\u2019\uc774\ub77c\ub294 \ud45c\ud604 \uc790\uccb4\uac00 \uc5c6\ub2e4. \uad8c \uad50\uc218\ub294 \uc774\ub97c \ubcf8\uaca9\uc801\uc778 \uc591\uc0b0\uc774 \uc544\ub2cc \u2018\ucd9c\uc2dc \uc608\uace0\u2019\ub85c \ud574\uc11d\ud574\uc57c \ud55c\ub2e4\uace0 \uc124\uba85\ud588\ub2e4. \uc758\ubbf8 \uc788\ub294 \uc591\uc0b0 \ubb3c\ub7c9\uc740 \ube68\ub77c\ub3c4 2027\ub144 \ub9d0, \ud604\uc2e4\uc801\uc73c\ub85c\ub294 2028\ub144 \uc0c1\ubc18\uae30\uc5d0 \uac00\ub2a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud588\ub2e4. \uc2dc\uc81c\ud488 \uc81c\uc791\uacfc \ub2ec\ub9ac \uc11c\ubc84\uc6a9 D\ub7a8 \uc591\uc0b0\uc5d0\ub294 \uc218\uc728 \ud655\ubcf4\uc640 \uace0\uac1d\uc0ac \uc778\uc99d\uc774\ub77c\ub294 \uad00\ubb38\uc774 \ub0a8\uc544 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4.<\/p>\n

\u2461 \u97d3\uae30\uc220\ubcf4\ub2e4 2\ub144 \uc55e\uc130\ub2e4\ub294\ub370<\/p>\n

\uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4, \uc774\ubbf8 \uc2dc\uc81c\ud488\u00b7\uc5f0\uad6c \ubc1c\ud45c\u2026\uc9d1\uc801\ub3c4\ub294 \u20186F\u2019\uc640 \uc720\uc0ac\ud55c \uc218\uc900<\/p>\n

4F\u00b2\ub294 \uba54\ubaa8\ub9ac \uc140 \ud558\ub098\uac00 \ucc28\uc9c0\ud558\ub294 \uba74\uc801\uc744 \ub098\ud0c0\ub0b8\ub2e4. F\ub294 \ud68c\ub85c\ub97c \uac00\uacf5\ud560 \ub54c \uae30\uc900\uc774 \ub418\ub294 \ucd5c\uc18c \uc120\ud3ed\uc774\ub2e4. \ud604\ud589 \uc8fc\ub958\uc778 6F\u00b2(\uac00\ub85c 3F\u00b7\uc138\ub85c 2F) \uad6c\uc870\uc640 \ub2ec\ub9ac 4F\u00b2\ub294 \uac00\ub85c\uc640 \uc138\ub85c\uac00 \uac01\uac01 2F\ub2e4. \ub3d9\uc77c\ud55c \uc120\ud3ed\uc744 \uc804\uc81c\ub85c \uc140 \uba74\uc801\uc774 3\ubd84\uc758 1 \uc904\uace0 \uc774\ub860\uc801\uc778 \uc9d1\uc801\ub3c4\ub294 50% \ub192\uc544\uc9c4\ub2e4. \ud575\uc2ec\uc740 \uae30\uc874 \uc218\ud3c9 \ucc44\ub110 \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub97c \uc218\uc9c1 \uad6c\uc870\ub85c \ubc14\uafd4 \uacf5\uac04\uc744 \uc808\uc57d\ud558\ub294 \uac83\uc774\ub2e4.<\/p>\n

\uadf8\ub807\ub2e4\uace0 \uc2e4\uc81c \uc9d1\uc801\ub3c4\uae4c\uc9c0 \uc55e\uc130\ub2e4\uace0 \ub2e8\uc815\ud558\uae30\ub294 \uc5b4\ub835\ub2e4. \uad8c \uad50\uc218\ub294 \uc120\ud3ed\uc774 \uc911\uad6d CXMT\ub294 15\u339a(\ub098\ub178\ubbf8\ud130\u00b710\uc5b5\ubd84\uc758 1m)\uc778 4F\u00b2 \uc140\uc744, \uad6d\ub0b4 \uba54\ubaa8\ub9ac \uc5c5\uacc4\ub294 12.2\ub098\ub178\uc778 6F\u00b2 \uc140\ub85c \ub458\uc758 \uba74\uc801\uc774 \ube44\uc2b7\ud558\ub2e4\uace0 \uc124\uba85\ud588\ub2e4. \uc911\uad6d\uc758 \uccab 4F\u00b2 \uc81c\ud488\uc740 \ud55c\uad6d\uc758 \ud604\ud589 6F\u00b2\uc640 \uc9d1\uc801\ub3c4 \uba74\uc5d0\uc11c \uc720\uc0ac\ud560 \uc218 \uc788\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n

\ud2b9\ud788 \uc0bc\uc131\uc804\uc790(005930) \ub3c4 4F\u00b2 \uae30\uc220\uc744 \uac1c\ubc1c\ud558\uace0 \uc788\ub2e4. \uc1a1\uc7ac\ud601 \uc0bc\uc131\uc804\uc790 \ucd5c\uace0\uae30\uc220\ucc45\uc784\uc790(CTO) \uc0ac\uc7a5\uc740 14\uc77c \ubc18\ub3c4\uccb4\ub300\uc804\uc5d0 \ucc38\uc11d\ud574 \ucde8\uc7ac\uc9c4\uc758 4F\u00b2 \uae30\uc220 \uac1c\ubc1c \uc5ec\ubd80 \uc9c8\ubb38\uc5d0 \u201c\uadf8\ub807\ub2e4\u201d\uace0 \ub2f5\ud588\ub2e4. \uc9c4\ucc99 \uc0c1\ud669\uc5d0 \ub300\ud574\uc11c\ub294 \u201c\uc5f4\uc2ec\ud788 \ud55c\ub2e4\u201d\uace0\ub9cc \ud588\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc62c\ud574 \uad6d\uc81c\uace0\uccb4\ud68c\ub85c\ud559\ud68c(ISSCC)\uc5d0\uc11c 4F\u00b2 \uad6c\uc870\uc758 16Gb(\uae30\uac00\ube44\ud2b8) D\ub7a8 \uc791\ub3d9 \uc2dc\uc81c\ud488\uc744 \ubc1c\ud45c\ud588\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4(000660) \ub3c4 \uad00\ub828 \uc5f0\uad6c \uc131\uacfc\ub97c \uacf5\uac1c\ud588\ub2e4. \uad8c \uad50\uc218\ub294 CXMT\uc758 \uc5f0\ub0b4 \ucd9c\uc2dc \uacc4\ud68d\uacfc \uc0bc\uc131\uc758 2028\ub144\uaed8 \uc591\uc0b0 \uc804\ub9dd\uc744 \ube44\uad50\ud558\uba70 \uc911\uad6d\uc774 2\ub144 \uc55e\uc130\ub2e4\uace0 \ud574\uc11d\ud558\ub294 \uac83\uc740 \ubb34\ub9ac\ub77c\uace0 \ubd24\ub2e4.<\/p>\n

\u2462 EUV \uc81c\uc7ac \uadf9\ubcf5\ud588\ub098<\/p>\n

\uc140 \uad6c\uc870 \uc804\ud658\uc73c\ub85c \uc6b0\ud68c \ud604\uc2e4\ud654\u2026\u7f8e \uc218\ucd9c\ud1b5\uc81c\ub85c \ubb36\uc740 \uc2dc\uac04 \uc904\uc5b4<\/p>\n

CXMT\uac00 4F\u00b2\uc5d0 \uc2b9\ubd80\ub97c \uac74 \ubc30\uacbd\uc5d0\ub294 \ubbf8\uad6d\uc758 \uadf9\uc790\uc678\uc120(EUV) \ub178\uad11\uc7a5\ube44 \uc218\ucd9c\ud1b5\uc81c\uac00 \uc788\ub2e4. \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\ub294 EUV\ub97c \ud65c\uc6a9\ud574 \ud68c\ub85c\ub97c \ubbf8\uc138\ud654\ud558\uc9c0\ub9cc CXMT\ub294 \uc2ec\uc790\uc678\uc120(DUV) \uc7a5\ube44\ub85c \uc5ec\ub7ec \ucc28\ub840 \ud68c\ub85c\ub97c \uc0c8\uae30\ub294 \ub2e4\uc911 \ud328\ud130\ub2dd\uc5d0 \uc758\uc874\ud55c\ub2e4. 6F\u00b2 \ub300\uc2e0 \uba74\uc801\uc774 \uc791\uc740 4F\u00b2 \uad6c\uc870\ub97c \uc801\uc6a9\ud558\uba74 \uc0c1\ub300\uc801\uc73c\ub85c \ud070 \uc120\ud3ed\uc73c\ub85c\ub3c4 \ube44\uc2b7\ud55c \uc9d1\uc801\ub3c4\ub97c \uad6c\ud604\ud560 \uc5ec\uc9c0\uac00 \uc0dd\uae34\ub2e4.<\/p>\n

CXMT\ub294 \uc9c0\ub09c\ub2ec EUV \uc5c6\uc774 \uc790\uae30\uc815\ub82c 4\uc911 \ud328\ud130\ub2dd(SAQP)\uc744 \ud65c\uc6a9\ud55c 5\uc138\ub300(G5) D\ub7a8 \uc591\uc0b0\uc744 \ubc1c\ud45c\ud588\ub2e4. \ub2e4\ub9cc \uc774\ub294 4F\u00b2 \uc81c\ud488 \uc591\uc0b0\uacfc\ub294 \ubcc4\uac1c\uc758 \uc131\uacfc\ub2e4. \uc138\uacc4\uc801\uc778 \ubc18\ub3c4\uccb4 \uc11d\ud559\uc778 \ud669\ucca0\uc131 \uc11c\uc6b8\ub300 \uc7ac\ub8cc\uacf5\ud559\ubd80 \uc11d\uc88c\uad50\uc218\ub294 \u201cEUV\ub97c \ud655\ubcf4\ud558\uae30 \uc5b4\ub824\uc6b4 \uc911\uad6d\uc5d0\ub294 \uc140 \uad6c\uc870 \uc804\ud658\uc774 \ud604\uc2e4\uc801 \ub300\uc548\uc77c \uc218 \uc788\ub2e4\u201d\uace0 \ubd84\uc11d\ud588\ub2e4. \uad8c \uad50\uc218 \uc5ed\uc2dc \u201c\uc774\ubc88 \ubc1c\ud45c\uc758 \uc704\ud611\uc740 \ud55c\uad6d\uc758 \uae30\uc220\uc744 \ub2f9\uc7a5 \ucd94\uc6d4\ud588\ub2e4\ub294 \uac83\ubcf4\ub2e4 \ubbf8\uad6d\uc758 \uc7a5\ube44 \uc218\ucd9c\ud1b5\uc81c\ub85c \ubc8c\uc5b4 \ub454 \uc2dc\uac04\uc774 \uc904\uc5b4\ub4e4\uace0 \uc788\ub2e4\ub294 \ub370 \uc788\ub2e4\u201d\uace0 \ud3c9\ud588\ub2e4.<\/p>\n

\u2463 \uc218\uc728\u00b7\uc548\uc815\uc131 \ud655\ubcf4\ud588\ub098<\/p>\n

\ucd08\uae30 \uc218\uc728 10%\uc5d0 \ubabb\ubbf8\uce60 \uc218\ub3c4\u2026\uc131\uacf5\ub550 \u20183D D\ub7a8\u2019 \uacbd\uc7c1\uc11c \uc720\ub9ac<\/p>\n

4F\u00b2 \uae30\uc220\uc740 \uc218\uc9c1 \ucc44\ub110 \ud2b8\ub79c\uc9c0\uc2a4\ud130\ub97c \uade0\uc77c\ud558\uac8c \ub9cc\ub4e4\uae30 \uc5b4\ub835\uace0 \uc804\ub958 \ub204\uc124, \ud2b8\ub79c\uc9c0\uc2a4\ud130 \ub0b4\ubd80 \uc804\uc704\uac00 \ubd88\uc548\uc815\ud574\uc9c0\ub294 \u2018\ud50c\ub85c\ud305 \ubcf4\ub514\u2019 \ud604\uc0c1, \uc6e8\uc774\ud37c \uc811\ud569 \ub4f1\uc774 \ub09c\uc81c\ub85c \uaf3d\ud78c\ub2e4. CXMT\uac00 \uc5f0\ub0b4 \ucd9c\uc2dc\ub97c \ud55c\ub2e4\uace0 \ud574\ub3c4 \ucd08\uae30 \uc218\uc728\uc774 10%\uc5d0\ub3c4 \ubabb \ubbf8\uce60 \uc218 \uc788\ub2e4\ub294 \uc804\ubb38\uac00\uc758 \uae30\uc220\uc801 \ucd94\uc815\ub3c4 \uc788\ub2e4. EUV\ub97c \uc4f8 \uc218 \uc788\ub294 \ud55c\uad6d \uc5c5\uccb4\ub4e4\uc774 \ubbf8\uc138\ud654\uc640 \uacf5\uc815 \ud6a8\uc728\uc5d0\uc11c \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4\ub294 \ud3c9\uac00\ub2e4.<\/p>\n

\ub2e4\ub9cc \ud669 \uad50\uc218\ub294 \u201c\uc774\ub7ec\ud55c \ub09c\uc81c\ub97c \uba3c\uc800 \uacbd\ud5d8\ud558\uace0 \ud574\uacb0\ud558\uba74 \ud5a5\ud6c4 3\ucc28\uc6d0(3D) D\ub7a8 \uacbd\uc7c1\uc5d0\uc11c \uc720\ub9ac\ud560 \uc218 \uc788\ub2e4\u201d\uace0 \uc9c0\uc801\ud588\ub2e4. \uae40\uc6a9\uc11d \uac00\ucc9c\ub300 \ubc18\ub3c4\uccb4\ub300\ud559 \uc11d\uc88c\uad50\uc218\ub3c4 \u201c\uc544\uc9c1 \uaca9\ucc28\ub294 \ubd84\uba85 \uc874\uc7ac\ud558\uace0 \uc788\uae30\ub294 \ud558\uc9c0\ub9cc \uc904\uc5b4\ub4e4\uace0 \uc788\ub2e4\u201d\uace0 \ub9d0\ud588\ub2e4.<\/p>\n

\ud55c\uad6d \uc5c5\uccb4\ub4e4\ub3c4 \ubbf8\ub798 \uae30\uc220 \uac1c\ubc1c\uc5d0 \uc18d\ub3c4\ub97c \ub0b4\uace0 \uc788\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 7\uc138\ub300 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\uc778 HBM4E\uc5d0 \uc774\uc5b4 HBM5(8\uc138\ub300) \uac1c\ub150\ubaa8\ud615, \uc778\uacf5\uc9c0\ub2a5(AI) \uac00\uc18d\uae30 \uc704\uc5d0 \uba54\ubaa8\ub9ac\ub97c \uc313\ub294 \u2018zHBM\u2019, \uc5f0\uc0b0 \uae30\ub2a5\uc744 \uacb0\ud569\ud55c \u2018LPDDR5X-PIM\u2019 \ub4f1\uc744 \ucc28\uc138\ub300 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4\ub85c \ubc00\uace0 \uc788\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\ub3c4 HBM4E\uc640 \uace0\ub300\uc5ed\ud3ed\ud50c\ub798\uc2dc(HBF), \ucc28\uc138\ub300 \uc801\uce35 \uae30\uc220\uc744 \uac1c\ubc1c\ud558\uace0 \uc788\ub2e4.<\/p>\n

\ud55c\uad6d\uc740 AI \uba54\ubaa8\ub9ac \uace0\ub3c4\ud654\uc5d0, \uc911\uad6d\uc740 EUV \uc6b0\ud68c \uae30\uc220\uc5d0 \ubb34\uac8c\ub97c \ub450\uba74\uc11c \ubbf8\ub798 \uae30\uc220 \uacbd\uc7c1\uc774 \ud55c\uce35 \uce58\uc5f4\ud574\uc9c8 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4. \uc548\uae30\ud604 \ubc18\ub3c4\uccb4\uc0b0\uc5c5\ud611\ud68c \uc804\ubb34\ub294 \u201c\uc774\uc81c\ub294 (\uc911\uad6d\uc774) \ub4a4\uc5d0\uc11c \ub530\ub77c\uc624\ub294 \uac8c \ubcf4\uc774\ub294 \uc218\uc900\uae4c\uc9c0 \uc62c\ub77c\uc628 \uac83\u201d\uc774\ub77c\uba70 \u201c\uae30\uc220 \uac1c\ubc1c \uc18d\ub3c4\ub97c \ub192\uc5ec\uc57c \ud55c\ub2e4\u201d\uace0 \ub9d0\ud588\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\uc911\uad6d \ucc3d\uc2e0\uba54\ubaa8\ub9ac\ud14c\ud06c\ub180\ub85c\uc9c0(CXMT)\uac00 \uc5f0\ub0b4 \ucd9c\uc2dc\ub97c \uc608\uace0\ud55c \ucc28\uc138\ub300 D\ub7a8 \u20184F\u00b2(4F\uc2a4\ud018\uc5b4)\u2019 \uae30\uc220\uc5d0 \ud55c\uad6d\uacfc \ubbf8\uad6d \uc99d\uc2dc\uac00 \ud06c\uac8c \uc694\ub3d9\ucce4\ub2e4. \ubbf8\uad6d\uc758 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc7a5\ube44<\/p>\n","protected":false},"author":1,"featured_media":48260,"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-48261","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bussines"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/10\/news_img_20261014145830_95594-1.jpeg",500,333,false]},"post_excerpt_stackable":"

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