{"id":48913,"date":"2026-10-22T08:12:25","date_gmt":"2026-10-21T23:12:25","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=48913"},"modified":"2026-10-22T08:12:25","modified_gmt":"2026-10-21T23:12:25","slug":"%ec%98%81%ec%83%81%eb%a8%b8%ec%8a%a4%ed%81%ac%ec%9d%98-%eb%b0%98%eb%8f%84%ec%b2%b4-%ec%8a%b9%eb%b6%80%ec%88%98%ec%82%bc%ec%84%b1%ec%97%94-%ec%9c%84%ed%98%91-%ec%86%8c%eb%b6%80%ec%9e%a5","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=48913","title":{"rendered":"\uc601\uc0c1\uba38\uc2a4\ud06c\uc758 \ubc18\ub3c4\uccb4 \uc2b9\ubd80\uc218\u2026\uc0bc\uc131\uc5d4 \uc704\ud611, \uc18c\ubd80\uc7a5\uc5d4 \uae30\ud68c"},"content":{"rendered":"

\uc77c\ub860 \uba38\uc2a4\ud06c\uac00 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc18\ub3c4\uccb4\ub97c \uc9c1\uc811 \uc0dd\uc0b0\ud558\uae30 \uc704\ud55c \u2018\ud14c\ub77c\ud339(Terafab)\u2019 \uac74\uc124\uc5d0 \uc18d\ub3c4\ub97c \ub0b4\uba74\uc11c \uc0bc\uc131\uc804\uc790(005930) \uc640 SK\ud558\uc774\ub2c9\uc2a4(000660) \uc758 \uc774\ud574\ub4dd\uc2e4 \uacc4\uc0b0\uc774 \ubcf5\uc7a1\ud574\uc9c0\uace0 \uc788\ub2e4. \uc5f0\uc0b0\uc744 \ub2f4\ub2f9\ud558\ub294 \ub85c\uc9c1 \ubc18\ub3c4\uccb4\uc640 \uba54\ubaa8\ub9ac\ub97c \ud568\uaed8 \uc0dd\uc0b0\ud558\uaca0\ub2e4\ub294 \uad6c\uc0c1\uc774 \ud604\uc2e4\ud654\ud558\uba74 \ud55c\uad6d \uae30\uc5c5\uc758 \ub300\ud615 \uace0\uac1d\uc774 \uacbd\uc7c1\uc790\ub85c \ubc14\ub014 \uc218 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4. \ubc18\uba74 \ud14c\ub77c\ud339 \uac00\ub3d9 \ucd08\uae30\uc5d0\ub294 \uba54\ubaa8\ub9ac \uacf5\uae09\uacfc \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc218\ucd9c\uc744 \ud655\ub300\ud560 \uae30\ud68c\uac00 \ub420 \uc218 \uc788\ub2e4\ub294 \ubd84\uc11d\ub3c4 \ub098\uc628\ub2e4.<\/p>\n

22\uc77c \uc5c5\uacc4\uc5d0 \ub530\ub974\uba74 \uba38\uc2a4\ud06c\ub294 20\uc77c(\ud604\uc9c0 \uc2dc\uac04) \uc2a4\ud398\uc774\uc2a4X \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c \u201cASML\uacfc \ubaa8\ub4e0 \ud611\ub825\uc5c5\uccb4\uac00 \uc7a5\ube44 \ub0a9\uae30\ub97c \uc55e\ub2f9\uaca8\uc900 \ub370 \uac10\uc0ac\ud55c\ub2e4\u201d\uba70 \u201c2028\ub144 3~4\ubd84\uae30 \ubcf8\uaca9 \uc591\uc0b0\uc744 \ubaa9\ud45c\ub85c \ud55c\ub2e4\u201d\uace0 \ubc1d\ud614\ub2e4. \ub0b4\ub144 5~6\uc6d4\uc5d0\ub294 \ubbf8\uad6d \ud14d\uc0ac\uc2a4\uc8fc \uc624\uc2a4\ud2f4\uc758 \uc5f0\uad6c\uc2dc\uc124\uc5d0\uc11c \uc2dc\ud5d8\uc6a9 \ubc18\ub3c4\uccb4\ub97c \uc0dd\uc0b0\ud560 \uacc4\ud68d\uc774\ub2e4. \ub2e4\ub9cc \uba38\uc2a4\ud06c\ub294 \uc77c\uc815\uc774 \ub9e4\uc6b0 \uacf5\uaca9\uc801\uc774\ub77c\uba70 \ubaa9\ud45c \ub2ec\uc131\uc5d0 \ubd88\ud655\uc2e4\uc131\uc774 \uc788\ub2e4\uace0 \uc778\uc815\ud588\ub2e4. \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc5d0 \ud544\uc218\uc801\uc778 ASML\uc758 \uadf9\uc790\uc678\uc120(EUV) \ub178\uad11\uc7a5\ube44 \ubc1c\uc8fc \uc5ec\ubd80\ub3c4 \uad6c\uccb4\uc801\uc73c\ub85c \ubc1d\ud788\uc9c0 \uc54a\uc558\ub2e4.<\/p>\n

\ud14c\ub77c\ud339\uc740 \ud14c\uc2ac\ub77c\uc758 \uc790\uc728\uc8fc\ud589\ucc28\u00b7\ud734\uba38\ub178\uc774\ub4dc \ub85c\ubd07\uacfc \uc2a4\ud398\uc774\uc2a4X\uc758 AI \ub370\uc774\ud130\uc13c\ud130\u00b7\uc6b0\uc8fc \ucef4\ud4e8\ud305\uc6a9 \ubc18\ub3c4\uccb4\ub97c \uc0dd\uc0b0\ud558\ub294 \uc2dc\uc124\uc774\ub2e4. \ubc18\ub3c4\uccb4 \uc124\uacc4\ubd80\ud130 \ub85c\uc9c1\u00b7\uba54\ubaa8\ub9ac \uc6e8\uc774\ud37c \uc81c\uc870, \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uacfc \uac80\uc0ac\uae4c\uc9c0 \ud55c\uacf3\uc5d0\uc11c \ucc98\ub9ac\ud558\ub294 \uac83\uc774 \ubaa9\ud45c\ub2e4. \uc2a4\ud398\uc774\uc2a4X\ub294 \ud14d\uc0ac\uc2a4\uc8fc \uadf8\ub77c\uc784\uc2a4\uce74\uc6b4\ud2f0\uc5d0 1\ub2e8\uacc4 \ud22c\uc790\uae08\uc73c\ub85c 168\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \ud22c\uc785\ud560 \uacc4\ud68d\uc774\ub2e4. \uc7a5\uae30\uc801\uc73c\ub85c\ub294 \uc6d4 100\ub9cc \uc7a5\uc758 \uc6e8\uc774\ud37c\ub97c \ucc98\ub9ac\ud558\ub294 \ucd08\ub300\ud615 \uacf5\uc7a5\uc73c\ub85c \ud0a4\uc6b4\ub2e4\ub294 \uad6c\uc0c1\uc774\ub2e4. \uc5c5\uacc4\uc5d0\uc11c\ub294 2030\ub144 \uc774\uc804\uc5d0 \uc6d4 10\ub9cc \uc7a5 \uaddc\ubaa8\uc758 \ucd08\uae30 \uc0dd\uc0b0\uc2dc\uc124\uc744 \uac16\ucd9c \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uace0 \uc788\ub2e4.<\/p>\n

\uac00\uc7a5 \uba3c\uc800 \uc601\ud5a5\uc744 \ubc1b\uc744 \uacf3\uc740 \uc0bc\uc131\uc804\uc790 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\uc774\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc9c0\ub09c\ud574 \ud14c\uc2ac\ub77c\uc640 165\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ubc18\ub3c4\uccb4 \uc704\ud0c1\uc0dd\uc0b0 \uacc4\uc57d\uc744 \ub9fa\uace0 2033\ub144\uae4c\uc9c0 \ucc28\uc138\ub300 AI6 \uce69\uc744 \uacf5\uae09\ud558\uae30\ub85c \ud588\ub2e4. \uc0dd\uc0b0\uc740 \ubbf8\uad6d \ud14d\uc0ac\uc2a4\uc8fc \ud14c\uc77c\ub7ec \uacf5\uc7a5\uc774 \ub9e1\ub294\ub2e4. \ud14c\uc2ac\ub77c\uac00 \ud14c\ub77c\ud339\uc5d0\uc11c \uc790\uccb4 \uc0dd\uc0b0\uc5d0 \uc131\uacf5\ud558\uba74 AI6 \uc774\ud6c4 \ud6c4\uc18d \uc81c\ud488\uc758 \uc704\ud0c1\uc0dd\uc0b0 \ubb3c\ub7c9\uc774 \uc904\uc5b4\ub4e4 \uc218 \uc788\ub2e4. \ub2e4\ub9cc \uc774\ubbf8 \uccb4\uacb0\ub41c \uacc4\uc57d\uc774 \uace7\ubc14\ub85c \uc601\ud5a5\uc744 \ubc1b\ub294\ub2e4\ub294 \uc758\ubbf8\ub294 \uc544\ub2c8\ub2e4. \ud14c\uc2ac\ub77c\uc758 \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \uc790\uccb4 \uc0dd\uc0b0\ub2a5\ub825\ubcf4\ub2e4 \ube60\ub974\uac8c \ub298\uc5b4\ub098\uba74 \uc678\ubd80 \uc704\ud0c1\uc0dd\uc0b0\uc744 \ubcd1\ud589\ud560 \uac00\ub2a5\uc131\ub3c4 \ud06c\ub2e4.<\/p>\n

\uc790\uccb4 \uc0dd\uc0b0\uc758 \uc131\ud328\ub294 \uacf5\uc815 \uae30\uc220 \ud655\ubcf4\uc5d0 \ub2ec\ub824 \uc788\ub2e4. \ud14c\ub77c\ud339\uc5d0\ub294 \uc778\ud154\uc774 \ucc38\uc5ec\ud558\uace0 \uc788\uc73c\uba70 \uba38\uc2a4\ud06c\ub294 \uc778\ud154\uc758 1.4\ub098\ub178\uae09 \u201814A\u2019 \uae30\uc220\uc744 \ud65c\uc6a9\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc138\uacc4 1\uc704 \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4\uc778 TSMC\uc640\ub3c4 \ud611\uc758\ub97c \uc9c4\ud589\ud588\uc9c0\ub9cc \uacf5\uc7a5 \uc6b4\uc601\uad8c\uc744 \ub193\uace0 \uc785\uc7a5 \ucc28\uc774\uac00 \uc788\ub294 \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. \uba38\uc2a4\ud06c\ub294 \uacf5\uc7a5\uc744 \uc9c1\uc811 \uc6b4\uc601\ud558\uaca0\ub2e4\ub294 \ubc29\uce68\uc778 \ubc18\uba74 TSMC\ub294 \uc790\uc0ac \uae30\uc220\uc744 \uc801\uc6a9\ud55c \uacf5\uc7a5\uc740 \uc9c1\uc811 \uc6b4\uc601\ud574\uc57c \ud55c\ub2e4\ub294 \uc6d0\uce59\uc744 \uace0\uc218\ud558\uace0 \uc788\ub2e4\ub294 \uac83\uc774\ub2e4. \uc591\uc0b0\uc5d0 \ud544\uc694\ud55c \ubbf8\uc138\uacf5\uc815 \uae30\uc220\uacfc \uc548\uc815\uc801\uc778 \uc218\uc728\uc744 \ub2e8\uae30\uac04\uc5d0 \ud655\ubcf4\ud560 \uc218 \uc788\uc744\uc9c0\ub294 \uc5ec\uc804\ud788 \ubbf8\uc9c0\uc218\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uba54\ubaa8\ub9ac \uc0ac\uc5c5\uc5d0\ub294 \uc601\ud5a5\uc774 \ub2e4\uc18c \ub2a6\uac8c \ub098\ud0c0\ub0a0 \uc804\ub9dd\uc774\ub2e4. \ud14c\ub77c\ud339\uc774 \uba54\ubaa8\ub9ac\uae4c\uc9c0 \uc790\uccb4 \uc0dd\uc0b0\ud558\uba74 \uc7a5\uae30\uc801\uc73c\ub85c \uc678\ubd80 \uad6c\ub9e4 \ubb3c\ub7c9\uc774 \uc904\uace0 \uacf5\uae09\uc5c5\uccb4\uc758 \uac00\uaca9 \ud611\uc0c1\ub825\uc774 \uc57d\ud574\uc9c8 \uc218 \uc788\ub2e4. \ud558\uc9c0\ub9cc \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\ub294 D\ub7a8 \uc81c\uc870\ubfd0 \uc544\ub2c8\ub77c \uc5ec\ub7ec \uac1c\uc758 \uce69\uc744 \uc313\uc544 \uc5f0\uacb0\ud558\ub294 \uace0\ub09c\ub3c4 \ud328\ud0a4\uc9d5 \uae30\uc220\ub3c4 \ud544\uc694\ud558\ub2e4. \ud14c\ub77c\ud339\uc774 HBM\uc744 \uc5b8\uc81c\ubd80\ud130 \uc5bc\ub9c8\ub098 \uc0dd\uc0b0\ud560\uc9c0\ub294 \uacf5\uac1c\ub418\uc9c0 \uc54a\uc558\ub2e4. \ub0b4\ub144 \uc2dc\ud5d8 \uc0dd\uc0b0 \ub300\uc0c1\ub3c4 D\ub7a8\uc774 \uc544\ub2cc \uacf5\uc815 \uac80\uc99d\uc6a9 \uc815\uc801\ub7a8(SRAM) \ud68c\ub85c\ub85c \uc54c\ub824\uc84c\ub2e4. \ub85c\uc9c1 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc774 \uba3c\uc800 \ud655\ub300\ub420 \uacbd\uc6b0 \ud544\uc694\ud55c \uba54\ubaa8\ub9ac\ub294 \uc0c1\ub2f9 \uae30\uac04 \uc678\ubd80 \uacf5\uae09\uc5d0 \uc758\uc874\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n

\uad6d\ub0b4 \ubc18\ub3c4\uccb4 \uc18c\uc7ac\u00b7\ubd80\ud488\u00b7\uc7a5\ube44 \uc5c5\uccb4\uc5d0\ub294 \uc0c8\ub85c\uc6b4 \uc0ac\uc5c5 \uae30\ud68c\uac00 \uc5f4\ub9b4 \uc218 \uc788\ub2e4. \ud14c\uc2ac\ub77c\uc640 \uc2a4\ud398\uc774\uc2a4X\ub294 \uc774\ub2ec \ubbf8\uad6d\uc5d0\uc11c \uc5f4\ub9b0 \ubc18\ub3c4\uccb4 \uc804\uc2dc\ud68c\uc5d0\uc11c \uad6d\ub0b4 \uc5c5\uccb4 \ub2e4\uc218\uc640 \uc811\ucd09\ud55c \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. \ub2e4\ub9cc \ub300\ubd80\ubd84 \ud3c9\uac00 \ub610\ub294 \ucd08\uae30 \ud611\uc758 \ub2e8\uacc4\ub85c, \uc591\uc0b0\uc2dc\uc124 \uad00\ub828 \uc218\uc8fc\uac00 \ud655\uc815\ub41c \uac83\uc740 \uc544\ub2c8\ub2e4.<\/p>\n

\uad00\uac74\uc740 \ud14c\ub77c\ud339\uc758 \uc2e4\uc81c \uc591\uc0b0 \uc2dc\uc810\uacfc \uc218\uc728\uc774\ub2e4. \uacf5\uc7a5\uc744 \uac74\uc124\ud558\ub294 \uac83\uacfc \ucca8\ub2e8 \ub85c\uc9c1\u00b7\uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4\ub97c \uacbd\uc7c1\ub825 \uc788\ub294 \uac00\uaca9\uc5d0 \ub300\ub7c9 \uc0dd\uc0b0\ud558\ub294 \uac83\uc740 \ubcc4\uac1c\uc758 \ubb38\uc81c\uc774\uae30 \ub54c\ubb38\uc774\ub2e4. \uc77c\uac01\uc5d0\uc11c\ub294 \uc774\ub978\ubc14 \u2018\uc77c\ub860 \ud0c0\uc784(Elon Time)\u2019\uc744 \uace0\ub824\ud560 \ub54c \ud14c\ub77c\ud339\uc758 \ubcf8\uaca9 \uc591\uc0b0\uae4c\uc9c0 \uba38\uc2a4\ud06c\uac00 \uc81c\uc2dc\ud55c 2\ub144\ubcf4\ub2e4 \ud6e8\uc52c \uc624\ub79c \uc2dc\uac04\uc774 \uac78\ub9b4 \uc218 \uc788\ub2e4\ub294 \uad00\uce21\ub3c4 \ub098\uc628\ub2e4. \uc77c\ub860 \ud0c0\uc784\uc740 \uba38\uc2a4\ud06c \ud2b9\uc720\uc758 \uc9c0\ub098\uce58\uac8c \ub099\uad00\uc801\uc778 \uc77c\uc815 \uc81c\uc2dc\ub97c \ud48d\uc790\ud558\ub294 \ud45c\ud604\uc774\ub2e4. \uba38\uc2a4\ud06c\uac00 \ud14c\uc2ac\ub77c\uc640 \uc2a4\ud398\uc774\uc2a4X\uc758 \uc2e0\uc81c\ud488 \ucd9c\uc2dc, \uc790\uc728\uc8fc\ud589 \uae30\uc220 \uc644\uc131, \ud654\uc131 \uc774\uc8fc \ub4f1\uc758 \ubaa9\ud45c\ub97c \uc81c\uc2dc\ud560 \ub54c\ub9c8\ub2e4 \uc2e4\uc81c \uc77c\uc815\uc774 \ub2f9\ucd08 \ubc1c\ud45c\ubcf4\ub2e4 \uc218\uac1c\uc6d4\uc5d0\uc11c \uc218\ub144\uc529 \ub2a6\uc5b4\uc9c0\ub294 \uc77c\uc774 \ubc18\ubcf5\ub418\uba74\uc11c \uc0dd\uaca8\ub0ac\ub2e4.<\/p>\n

\ucd5c\uadfc \uc2e4\ubb3c\uc774 \uacf5\uac1c\ub41c 2\uc138\ub300 \ud14c\uc2ac\ub77c \ub85c\ub4dc\uc2a4\ud130\uac00 \ub300\ud45c\uc801\uc774\ub2e4. \ub2f9\ucd08 2020\ub144 \ucd9c\uc2dc\ub97c \ubaa9\ud45c\ub85c \ud588\uc9c0\ub9cc \uc77c\uc815\uc774 \uc5ec\ub7ec \ucc28\ub840 \uc5f0\uae30\ub41c \ub05d\uc5d0 6\ub144\uc774 \uc9c0\ub09c \uc774\ub2ec\uc5d0\uc57c \uc2e4\ubb3c\uc774 \uacf5\uac1c\ub410\ub2e4. \uc815\uc2dd \uc591\uc0b0\uacfc \uace0\uac1d \uc778\ub3c4 \ubaa9\ud45c \uc2dc\uc810\uc740 2028\ub144\uc73c\ub85c \uc81c\uc2dc\ub410\ub2e4. \uc77c\uac01\uc5d0\uc11c\ub294 \uc774 \uc77c\uc815\ub9c8\uc800 \u2018\uc77c\ub860 \ud0c0\uc784\u2019\uc5d0 \ub530\ub77c \ub2e4\uc2dc \uc5f0\uae30\ub420 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\uac00 \ub098\uc628\ub2e4.<\/p>\n

15\uc77c(\ud604\uc9c0 \uc2dc\uac04) \ubbf8\uad6d \ud14d\uc0ac\uc2a4\uc8fc\uc5d0\uc11c \uc5f4\ub9b0 \ucd9c\uc2dc \ud589\uc0ac\uc5d0\uc11c \ud14c\uc2ac\ub77c\uc758 \ub0a0\uc544\ub2e4\ub2c8\ub294 \uc2a4\ud3ec\uce20\uce74 \u2018\ub85c\ub4dc\uc2a4\ud130\u2019 \uac00 \uacf5\uc911\uc5d0\uc11c \ub0b4\ub824\uc640 \ucc29\uc9c0\ud558\uace0 \uc788\ub2e4. \ucd9c\ucc98=\ud14c\uc2ac\ub77c X<\/p>\n

\u203b\u2018\uac2d \uc6d4\ub4dc(Gap World)\u2019\ub294 \uc11c\uc885\u2018\uac11 \uae30\uc790\u2019\uc758 \uc2dc\uc120\uc73c\ub85c \uae30\uc220 \ud328\uad8c \uacbd\uc7c1 \uc2dc\ub300 \uc3df\uc544\uc9c0\ub294 \ub274\uc2a4\uc758 \ud2c8(Gap)\uc744 \ud30c\uace0\ub4dc\ub294 \ucf54\ub108\uc785\ub2c8\ub2e4. \ucd5c\ucca8\ub2e8 \uae30\uc220\u00b7\ubc18\ub3c4\uccb4 \uc774\uc288\uc758 \ud575\uc2ec\uacfc \uc804\ub9dd \u2018\uac2d \uc6d4\ub4dc\u2019\uc5d0\uc11c \ud655\uc778\ud558\uc138\uc694. \uac2d \uc6d4\ub4dc \ucf54\ub108\uc640 \uae30\uc790\ud398\uc774\uc9c0\ub97c \uad6c\ub3c5\ud574\uc8fc\uc138\uc694.<\/p>\n

\uc5b4\ub5a4 \ubb38\uc758\ub4e0 \uc5b8\uc81c\ub098 \ud658\uc601\uc785\ub2c8\ub2e4. \uc81c \uba54\uc77c\ub85c \uc5f0\ub77d\uc8fc\uc2dc\uba74 \ud6c4\uc18d \ucde8\uc7ac\ud574 \ub2e4\uc74c \uc2dc\ub9ac\uc988\uc5d0 \ubc18\uc601\ud558\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

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