{"id":11517,"date":"2026-04-27T05:02:22","date_gmt":"2026-04-26T20:02:22","guid":{"rendered":"https:\/\/readtrends.com\/ko\/samsung-foundry-production-drop\/"},"modified":"2026-04-27T05:02:22","modified_gmt":"2026-04-26T20:02:22","slug":"samsung-foundry-production-drop","status":"publish","type":"post","link":"https:\/\/readtrends.com\/ko\/samsung-foundry-production-drop\/","title":{"rendered":"\uc0bc\uc131\uc804\uc790, \ub178\uc870 \uc9d1\ud68c\uc5d0 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 58.1% \uae09\ub77d\u202618\uc77c \ud30c\uc5c5 \uc608\uace0\uc5d0 \uacf5\uae09 \uc6b0\ub824"},"content":{"rendered":"<article>\n<h2>\ud575\uc2ec \uc694\uc57d<\/h2>\n<p>\uc0bc\uc131\uc804\uc790 \ub178\ub3d9\uc870\ud569\uc740 4\uc6d4 23\uc77c \ud3c9\ud0dd\ucea0\ud37c\uc2a4 \uc778\uadfc \uc9d1\ud68c \ub4a4 \uc57c\uac04 \uae30\uc900 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0\uc774 58.1% \uae09\uac10\ud588\uace0, \uba54\ubaa8\ub9ac \uc0dd\uc0b0\uc740 18.4% \uac10\uc18c\ud588\ub2e4\uace0 \ubc1c\ud45c\ud588\ub2e4. \ub178\uc870\ub294 5\uc6d4 21\uc77c\ubd80\ud130 6\uc6d4 7\uc77c\uae4c\uc9c0 18\uc77c\uac04 \ucd1d\ud30c\uc5c5\uc744 \uc608\uace0\ud574 \ubc18\ub3c4\uccb4 \uacf5\uae09 \ucc28\uc9c8 \uc6b0\ub824\uac00 \ucee4\uc9c0\uace0 \uc788\ub2e4. \uc99d\uad8c\uc0ac \ubd84\uc11d\uc740 \ud30c\uc5c5\uc774 \ud604\uc2e4\ud654\ub418\uba74 D\ub7a8 \uacf5\uae09\uc774 \uc57d 3~4%, \ub0b8\ub4dc\uac00 2~3% \uc218\uc900\uc73c\ub85c \ucd95\uc18c\ub420 \uc218 \uc788\ub2e4\uace0 \uc804\ub9dd\ud55c\ub2e4. \uc0b0\uc5c5\uacc4\uc640 \uace0\uac1d\uc0ac\ub4e4\uc740 \uc0bc\uc131\uc758 \uc0dd\uc0b0\u00b7\ub0a9\ud488 \uc2e0\ub8b0\uc131 \ud6fc\uc190 \uac00\ub2a5\uc131\uc5d0 \uc8fc\ubaa9\ud558\uace0 \uc788\ub2e4.<\/p>\n<h2>\ud575\uc2ec \uc0ac\uc2e4<\/h2>\n<ul>\n<li>\ub178\uc870 \uc9d1\ud68c: 2026\ub144 4\uc6d4 23\uc77c \uacbd\uae30 \ud3c9\ud0dd\ucea0\ud37c\uc2a4 \uc778\uadfc\uc5d0\uc11c \ub300\uaddc\ubaa8 \uc9d1\ud68c\uac00 \uc5f4\ub838\uc73c\uba70, \ub178\uc870 \uce21\uc740 \uc870\ud569\uc6d0 \uc57d 4\ub9cc \uba85\uc774 \ucc38\uc5ec\ud588\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/li>\n<li>\uc989\uc2dc \uc0dd\uc0b0 \uc601\ud5a5: \uc9d1\ud68c \ub2f9\uc77c \uc57c\uac04 \uae30\uc900 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0\uc774 58.1% \uae09\ub77d\ud588\uace0, \uba54\ubaa8\ub9ac(\uae30\uc900 \ud569\uc0b0) \uc0dd\uc0b0\uc740 18.4% \uac10\uc18c\ud588\ub2e4\uace0 \ub178\uc870\uac00 \ubc1c\ud45c\ud588\ub2e4.<\/li>\n<li>\ud30c\uc5c5 \uc608\uace0 \uae30\uac04: \ub178\uc870\ub294 2026\ub144 5\uc6d4 21\uc77c\ubd80\ud130 6\uc6d4 7\uc77c\uae4c\uc9c0 \ucd1d 18\uc77c\uac04 \ud30c\uc5c5\uc744 \uc608\uace0\ud588\ub2e4.<\/li>\n<li>\uc190\uc2e4 \ucd94\uc815: \ub178\uc870\ub294 \ud30c\uc5c5\uc5d0 \ub530\ub978 \uac00\ub3d9 \uc911\ub2e8\uacfc \uc124\ube44 \ubcf5\uad6c \ube44\uc6a9\uc744 \ud569\uccd0 30\uc870 \uc6d0 \uc774\uc0c1 \ud53c\ud574\uac00 \ubc1c\uc0dd\ud560 \uac83\uc73c\ub85c \ucd94\uc0b0\ud588\ub2e4.<\/li>\n<li>\uc131\uacfc\uae09 \uc694\uad6c: \ub178\uc870\ub294 \uc601\uc5c5\uc774\uc775\uc758 15%\ub97c \uc131\uacfc\uae09\uc73c\ub85c \uc9c0\uae09\ud560 \uac83\uc744 \uc694\uad6c\ud558\uace0 \uc788\uc73c\uba70, \ud68c\uc0ac\uc758 \uc5f0\uac04 \uc601\uc5c5\uc774\uc775 \uaddc\ubaa8\ub97c \uace0\ub824\ud558\uba74 \uc62c\ud574\ub9cc \ucd5c\ub300 45\uc870 \uc6d0 \uc218\uc900\uc758 \ubc30\ubd84 \uac00\ub2a5\uc131\uc774 \uc5b8\uae09\ub410\ub2e4.<\/li>\n<li>\uc99d\uad8c\uac00 \uc804\ub9dd: KB\uc99d\uad8c \ub4f1\uc740 \ud30c\uc5c5 \uc2dc \uc0dd\uc0b0\uc124\ube44 \uc815\ube44\uc640 \uc218\uc728 \ud68c\ubcf5\uc5d0 \ucd94\uac00\ub85c 2~3\uc8fc\uac00 \uc18c\uc694\ub420 \uc218 \uc788\uace0, \uae00\ub85c\ubc8c \uacf5\uae09 \ucc28\uc9c8\uc740 D\ub7a8 3~4%, \ub0b8\ub4dc 2~3% \uc218\uc900\uc774 \ub420 \uc218 \uc788\ub2e4\uace0 \uc804\ub9dd\ud588\ub2e4.<\/li>\n<li>\uc2dc\uc7a5 \uc810\uc720\uc728: \uc0bc\uc131\uc804\uc790\uc758 \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc810\uc720\uc728\uc740 D\ub7a8 \uc57d 36%, \ub0b8\ub4dc \uc57d 32%\ub85c \uc54c\ub824\uc838 \uc788\uc5b4 \uacf5\uae09 \ucc28\uc9c8\uc774 \uae00\ub85c\ubc8c \uc2dc\uc7a5\uc5d0 \uc601\ud5a5\uc744 \uc904 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/li>\n<li>\uace0\uac1d\uc0ac \ubb38\uc758: \uc9d1\ud68c \uc9c1\ud6c4 \ub2e4\uc218\uc758 \uae00\ub85c\ubc8c \ube45\ud14c\ud06c\ub4e4\uc774 \uc0bc\uc131\uc804\uc790 \uce21\uc5d0 \ubc18\ub3c4\uccb4 \uacf5\uae09 \uac00\ub2a5\uc131\uc744 \ubb38\uc758\ud55c \uc815\ud669\uc774 \ubcf4\uace0\ub410\ub2e4.<\/li>\n<\/ul>\n<h2>\uc0ac\uac74 \ubc30\uacbd<\/h2>\n<p>\ud55c\uad6d \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc5d0\uc11c \uc0bc\uc131\uc804\uc790\ub294 D\ub7a8\u00b7\ub0b8\ub4dc\u00b7\ud30c\uc6b4\ub4dc\ub9ac \ubd84\uc57c\uc758 \ud575\uc2ec \uacf5\uae09\uc790\ub2e4. \ud2b9\ud788 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\uc640 \uace0\uc131\ub2a5 D\ub7a8\uc740 AI \ub370\uc774\ud130\uc13c\ud130\uc640 \uace0\uc0ac\uc591 \uc11c\ubc84 \uc218\uc694\uc5d0 \uc9c1\uacb0\ub3fc \uc788\uc5b4 \uc548\uc815\uc801 \uacf5\uae09\uc774 \uace7 \uace0\uac1d \uc2e0\ub8b0\ub85c \uc5f0\uacb0\ub41c\ub2e4. \ub178\uc0ac \uac08\ub4f1\uc740 \uc218\ub144\uac04 \uc9c0\uc18d\ub41c \uc784\uae08\u00b7\uc131\uacfc \ubc30\ubd84 \ubb38\uc81c\uc640 \ub9de\ubb3c\ub824 \uc774\ubc88 \uc9d1\ud68c\ub85c \ud45c\uba74\ud654\ub410\ub2e4. \ub178\uc870\uc758 \uc694\uad6c\ub294 \uc131\uacfc\uae09 \ud655\ub300\ub97c \ud575\uc2ec\uc73c\ub85c \ud558\uba70, \uc0ac\uce21\uc740 \ud22c\uc790 \uc5ec\ub825\uacfc \uc7a5\uae30 \uacbd\uc7c1\ub825 \ud6fc\uc190\uc744 \uc6b0\ub824\ud574 \uc989\uac01\uc801\uc778 \uc218\uc6a9\uc5d0 \ubd80\uc815\uc801\uc774\ub2e4.<\/p>\n<p>\uad6d\ub0b4 \uc0b0\uc5c5\uad6c\uc870\uc5d0\uc11c \ub300\ud615 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc0ac\uc758 \uc0dd\uc0b0 \uc911\ub2e8\uc740 \uc5f0\uc1c4\uc801 \ud30c\uae09\ud6a8\uacfc\ub97c \ub0b3\ub294\ub2e4. \uc2a4\ub9c8\ud2b8\ud3f0\u00b7PC\u00b7\uc790\ub3d9\ucc28\u00b7\ub370\uc774\ud130\uc13c\ud130 \ub4f1 \ub2e4\uc911 \uc0b0\uc5c5\uc774 \ub3d9\uc77c \uacf5\uae09\ub9dd\uc5d0 \uc758\uc874\ud558\uace0 \uc788\uc5b4 \ud55c \ud68c\uc0ac\uc758 \uc0dd\uc0b0 \ucc28\uc9c8\uc774 \uc804\ubc29\uc704\ub85c \ud655\uc0b0\ub420 \uc218 \uc788\ub2e4. \uacfc\uac70\uc5d0\ub3c4 \ubd80\ubd84\uc801 \uc778\ub825 \uacf5\ubc31\uc774\ub098 \uc124\ube44 \uc815\ube44\ub85c \uac00\uaca9 \ubcc0\ub3d9\uacfc \uacf5\uae09 \uc9c0\uc5f0\uc774 \ubc1c\uc0dd\ud55c \uc0ac\ub840\uac00 \uc788\uc5b4 \uc774\ubc88 \uc704\uae30\ub294 \ub2e8\uae30\uac04 \ub0b4 \ubcf5\uad6c\uac00 \uc5b4\ub835\ub2e4\ub294 \uc6b0\ub824\ub97c \ub0b3\ub294\ub2e4.<\/p>\n<h2>\uc8fc\uc694 \uc0ac\uac74 \uc804\uac1c<\/h2>\n<p>4\uc6d4 23\uc77c \uc9d1\ud68c \uc9c1\ud6c4 \ub178\uc870\ub294 \ud604\uc7a5 \uc5ec\ud30c\ub85c \uc57c\uac04 \uc0dd\uc0b0 \uc2e4\uc801\uc774 \uae09\uac10\ud588\ub2e4\uace0 \ubcf4\uace0\ud588\ub2e4. \uc0ac\uce21\uc740 \uc9d1\ud68c \ub2f9\uc77c \uc548\uc804\ubcf4\ud638\uc2dc\uc124 \ub4f1 \ud544\uc218 \uc778\ub825\uc758 \uc815\uc0c1 \uadfc\ubb34\ub97c \uc694\uccad\ud55c \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4. \uc591\uce21\uc740 \uc774\ud6c4 \uc9c1\uc811 \uad50\uc12d\uc5d0\uc11c \uc720\uc758\ubbf8\ud55c \uc811\uc810\uc744 \ucc3e\uc9c0 \ubabb\ud588\uc73c\uba70, \ub178\uc870\ub294 \uc608\uc815\ub41c 5\uc6d4 \ud30c\uc5c5\uc744 \uc7ac\ud655\uc778\ud588\ub2e4.<\/p>\n<p>\uc0b0\uc5c5\uacc4\ub294 \uc989\uc2dc \uace0\uac1d\uc0ac \ubb38\uc758\uc640 \ube44\uc0c1 \uc811\ucd09\uc5d0 \ub098\uc130\ub2e4. \uc9d1\ud68c\uac00 \uc678\uc2e0\uc5d0\ub3c4 \ubcf4\ub3c4\ub418\uba70 \uae00\ub85c\ubc8c \ube45\ud14c\ud06c\uc758 \uc6b0\ub824\uac00 \ud604\uc2e4\ud654\ub410\uace0, \uc77c\ubd80 \uace0\uac1d\uc0ac\ub294 \ub300\uccb4 \uacf5\uae09\uc120 \uac80\ud1a0\ub098 \uc8fc\ubb38 \uc870\uc815 \uac00\ub2a5\uc131\uc744 \ub0b4\ubd80\uc801\uc73c\ub85c \ub17c\uc758\ud558\ub294 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4. \uc99d\uad8c\uc5c5\uacc4\ub294 \uc0dd\uc0b0 \uc7ac\uac1c \ud6c4\uc5d0\ub3c4 \uc218\uc728 \ud68c\ubcf5\uacfc \uc124\ube44 \uc810\uac80\uc5d0 2~3\uc8fc\uac00 \ucd94\uac00\ub85c \ud544\uc694\ud560 \uac83\uc774\ub77c\uace0 \ubd84\uc11d\ud588\ub2e4.<\/p>\n<p>\ub178\uc870\ub294 \ud30c\uc5c5\uc774 \uc7a5\uae30\ud654\ud560 \uacbd\uc6b0 \ubc1c\uc0dd\ud560 \uacbd\uc81c\uc801 \uc190\uc2e4(\ub178\uc870 \ucd94\uc0b0 30\uc870 \uc6d0 \uc774\uc0c1)\uc744 \uadfc\uac70\ub85c \uc0ac\uce21 \uc555\ubc15\uc744 \uac15\ud654\ud558\uace0 \uc788\ub2e4. \uc0ac\uce21\uc740 \uc131\uacfc\uae09 \uc694\uad6c\uac00 \uc911\uc7a5\uae30 \ud22c\uc790 \uc5ec\ub825\uacfc \uae00\ub85c\ubc8c \uacbd\uc7c1\ub825\uc5d0 \ubbf8\uce60 \uc601\ud5a5\uc744 \ubb38\uc81c \uc0bc\uc73c\uba70, \uc989\uac01 \uc218\uc6a9 \ubd88\uac00 \uc785\uc7a5\uc744 \uc720\uc9c0\ud558\uace0 \uc788\ub2e4.<\/p>\n<h2>\ubd84\uc11d \ubc0f \uc758\ubbf8<\/h2>\n<p>\ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uc0dd\uc0b0 \ucc28\uc9c8\uc774 \uba54\ubaa8\ub9ac\uc640 \ud30c\uc6b4\ub4dc\ub9ac\uc758 \uae00\ub85c\ubc8c \uacf5\uae09\ub7c9\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \uc904 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \uc0bc\uc131\uc758 D\ub7a8 \uc810\uc720\uc728\uc774 \uc57d 36%\uc778 \uc810\uc744 \uace0\ub824\ud558\uba74 \ud30c\uc5c5\uc774 \ud604\uc2e4\ud654\ub420 \uacbd\uc6b0 \uc804 \uc138\uacc4 D\ub7a8 \uac00\uc6a9\ub7c9\uc740 \uc218\ud37c\uc0ac\uc774\ud074 \uc0c1\ud669\uc5d0\uc11c \ubd88\uc548 \uc694\uc18c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4. \uc774\ub294 \ubc18\ub3c4\uccb4 \uac00\uaca9 \uc0c1\uc2b9\uacfc \uace0\uac1d\uc0ac\uc758 \ube44\uc6a9 \uc99d\uac00\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n<p>\uc911\uc7a5\uae30\uc801\uc73c\ub85c\ub294 &#8216;\uc801\uae30 \uacf5\uae09&#8217;\uc5d0 \uae30\ubc18\ud55c \uc0bc\uc131\uc758 \uc2e0\ub8b0 \uc790\ubcf8\uc774 \ud6fc\uc190\ub420 \uc704\ud5d8\uc774 \uc788\ub2e4. \uacf5\uae09 \ubd88\ud655\uc2e4\uc131\uc774 \ubc18\ubcf5\ub418\uba74 \uace0\uac1d\uc0ac\ub294 \ub2e4\ubcc0\ud654 \uc804\ub7b5\uc744 \uac00\uc18d\ud654\ud558\uace0, \uacc4\uc57d \uad6c\uc870\ub97c \uc7ac\uac80\ud1a0\ud560 \uc218 \uc788\uc73c\uba70 \uc774\ub294 \uc0bc\uc131\uc758 \uc2dc\uc7a5\uc810\uc720\uc728\uacfc \ud611\uc0c1\ub825 \uc57d\ud654\ub85c \uc5f0\uacb0\ub420 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \ud559\uacc4 \uc804\ubb38\uac00\ub4e4\uc740 \uc774\ub7ec\ud55c \uc2e0\ub8b0 \ud6fc\uc190\uc774 \uad6d\uac00 \ucc28\uc6d0\uc758 \uc0b0\uc5c5 \uacbd\uc7c1\ub825 \uc800\ud558\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4\uace0 \uc9c0\uc801\ud55c\ub2e4.<\/p>\n<p>\uc7ac\ubb34\uc801 \uce21\uba74\uc5d0\uc11c \ub178\uc870 \uc694\uad6c(\uc601\uc5c5\uc774\uc775\uc758 15% \uc131\uacfc\uae09)\ub294 \ub2e8\uae30 \ud604\uae08 \uc720\ucd9c\uc744 \ub73b\ud558\uc9c0\ub9cc, \ub354 \ud070 \ubb38\uc81c\ub294 \ud22c\uc790 \uc7ac\uc6d0 \uac10\uc18c\ub2e4. \ucca8\ub2e8 \uacf5\uc815\uacfc HBM \ub4f1 \uace0\ubd80\uac00 \ubd84\uc57c\ub294 \uc801\uae30 \ud22c\uc790\uac00 \uc911\uc694\ud574, \ud22c\uc790 \uc5ec\ub825 \uc57d\ud654\ub294 \uae30\uc220\uaca9\ucc28 \ud655\ub300\ub97c \ucd08\ub798\ud560 \uc218 \uc788\ub2e4. \uacb0\uacfc\uc801\uc73c\ub85c \ub2e8\uae30\uc801 \ud654\ud574\uac00 \uc7a5\uae30\uc801 \uacbd\uc7c1\ub825 \ubcf4\uc804\ubcf4\ub2e4 \uc6b0\uc120\uc2dc\ub418\uc5b4\uc57c \ud558\ub294\uc9c0\uc5d0 \ub300\ud55c \uc815\ucc45\u00b7\uacbd\uc601\uc801 \ud310\ub2e8\uc774 \uc694\uad6c\ub41c\ub2e4.<\/p>\n<h2>\ube44\uad50 \ubc0f \ub370\uc774\ud130<\/h2>\n<figure>\n<table>\n<thead>\n<tr>\n<th>\ud56d\ubaa9<\/th>\n<th>\uc9d1\ud68c \ub2f9\uc77c \uc601\ud5a5(\uc57c\uac04 \uae30\uc900)<\/th>\n<th>\uc2dc\uc7a5 \uc810\uc720\uc728(\uae00\ub85c\ubc8c)<\/th>\n<th>\uc99d\uad8c\uac00 \uc608\uc0c1 \uacf5\uae09 \uac10\uc18c<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ud30c\uc6b4\ub4dc\ub9ac<\/td>\n<td>\uc0dd\uc0b0 58.1% \uac10\uc18c<\/td>\n<td>\u2014<\/td>\n<td>\u2014<\/td>\n<\/tr>\n<tr>\n<td>\uba54\ubaa8\ub9ac(\uc885\ud569)<\/td>\n<td>\uc0dd\uc0b0 18.4% \uac10\uc18c<\/td>\n<td>D\ub7a8 36%, \ub0b8\ub4dc 32%<\/td>\n<td>D\ub7a8 3~4%, \ub0b8\ub4dc 2~3%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\uc704 \ud45c\ub294 \uc9d1\ud68c \uc9c1\ud6c4 \ub178\uc870\uac00 \ubc1c\ud45c\ud55c \uc0dd\uc0b0 \ud558\ub77d \uc218\uce58\uc640 \uc2dc\uc7a5\uc810\uc720\uc728, \uc99d\uad8c\uac00\uc758 \ud30c\uc5c5 \uc2dc \uacf5\uae09 \uac10\uc18c \uc608\uc0c1\uce58\ub97c \uc815\ub9ac\ud55c \uac83\uc774\ub2e4. \ud30c\uc6b4\ub4dc\ub9ac\uc758 \uc989\uc2dc \uc0dd\uc0b0 \uae09\uac10\uc740 \uc9d1\ud68c\uc640 \uc778\ub825 \uac00\ub3d9 \uc0c1\ud669\uc774 \uc0dd\uc0b0\uc5d0 \uc9c1\uc811 \uc601\ud5a5\uc744 \ubbf8\ucce4\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uba54\ubaa8\ub9ac \ubd84\uc57c\uc758 \uc0c1\ub300\uc801 \uc644\uae09 \uc870\uc808\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uae00\ub85c\ubc8c \uc810\uc720\uc728\uc774 \ub192\uc740 \ub9cc\ud07c \uc18c\ud3ed\uc758 \uacf5\uae09 \uac10\uc18c\ub3c4 \uc2dc\uc7a5\uc5d0 \uc720\uc758\ubbf8\ud55c \ud30c\uae09\uc744 \ub0b3\uc744 \uc218 \uc788\ub2e4.<\/p>\n<h2>\ubc18\uc751 \ubc0f \uc778\uc6a9<\/h2>\n<blockquote>\n<p>\uc0ac\uce21\uc740 \uc9d1\ud68c \ub2f9\uc77c \uc77c\ubd80 \ud544\uc218 \uc778\ub825\uc758 \uc815\uc0c1 \uadfc\ubb34\ub97c \uc694\uccad\ud558\uba70 \uc0dd\uc0b0 \uc548\uc815\ud654\ub97c \uac15\uc870\ud588\ub2e4.<\/p>\n<p><cite>\ud68c\uc0ac \uad00\uacc4\uc790(\uc0ac\uce21 \uc124\uba85)<\/cite><\/p><\/blockquote>\n<blockquote>\n<p>&#8220;\ud30c\uc5c5\uc774 \ud604\uc2e4\ud654\ud558\uba74 \uc801\uae30 \uacf5\uae09\uc5d0 \uae30\ubc18\ud55c \uace0\uac1d \uc2e0\ub8b0\uac00 \ud6fc\uc190\ub420 \uc218 \uc788\ub2e4.&#8221;<\/p>\n<p><cite>\uc1a1\ud5cc\uc7ac \uad50\uc218(\uc11c\uc6b8\uc2dc\ub9bd\ub300 \uacbd\uc81c\ud559\uacfc)<\/cite><\/p><\/blockquote>\n<blockquote>\n<p>&#8220;\ucca8\ub2e8 \ud22c\uc790 \ud0c0\uc774\ubc0d\uc744 \ub193\uce58\uba74 \uc911\uc7a5\uae30 \uacbd\uc7c1\ub825 \uc57d\ud654\ub85c \uc774\uc5b4\uc9c8 \uc218 \uc788\ub2e4.&#8221;<\/p>\n<p><cite>\uae40\ub300\uc885 \uad50\uc218(\uc138\uc885\ub300 \uacbd\uc601\ud559\ubd80)<\/cite><\/p><\/blockquote>\n<aside>\n<details>\n<summary>\uc6a9\uc5b4\/\ubc29\ubc95\ub860<\/summary>\n<p>\ud30c\uc6b4\ub4dc\ub9ac: \ubc18\ub3c4\uccb4 \uc124\uacc4\uae30\uc5c5\uc758 \uc704\ud0c1\uc0dd\uc0b0\uc744 \ub2f4\ub2f9\ud558\ub294 \uc81c\uc870 \ubd80\ubb38\uc744 \uc758\ubbf8\ud55c\ub2e4. HBM(High Bandwidth Memory): \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac\ub85c AI\u00b7\uace0\uc131\ub2a5 \ucef4\ud4e8\ud305\uc5d0 \ud544\uc218\uc801\uc774\ub2e4. \uc0dd\uc0b0 \uc2e4\uc801 \uac10\uc18c \uc218\uce58(\uc608: 58.1%)\ub294 \ub178\uc870\uac00 \uc9d1\ud68c \ub2f9\uc77c \uc57c\uac04 \uadfc\ubb34 \uc2e4\uc801\uc744 \ube44\uad50\ud574 \uc0b0\ucd9c\ud55c \uac12\uc774\uba70, \uc99d\uad8c\uac00 \uc804\ub9dd\uc740 \uacfc\uac70 \ud68c\ubcf5 \uae30\uac04\uacfc \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ubc14\ud0d5\uc73c\ub85c \ud55c \ucd94\uc815\uc774\ub2e4. \uc190\uc2e4 \ucd94\uc0b0\uc561\uacfc \uc131\uacfc\uae09 \uc218\uce58 \ub4f1\uc740 \ub178\uc0ac \uc591\uce21\uc758 \uacf5\uac1c \uc790\ub8cc\uc640 \uc2dc\uc7a5 \ubd84\uc11d\uc744 \uc885\ud569\ud574 \uc815\ub9ac\ud588\ub2e4.<\/p>\n<\/details>\n<\/aside>\n<h2>\ubd88\ud655\uc2e4\ud55c \ubd80\ubd84 (Unconfirmed)<\/h2>\n<ul>\n<li>\uae00\ub85c\ubc8c \ube45\ud14c\ud06c\ub4e4\uc758 \uac1c\ubcc4\uc801 \ubb38\uc758 \ub0b4\uc6a9\uacfc \uaddc\ubaa8\ub294 \uacf5\uac1c\ub418\uc9c0 \uc54a\uc558\uc73c\uba70, \uc2e4\uc81c \uc8fc\ubb38 \ubcc0\uacbd\uc774\ub098 \ucd95\uc18c\uac00 \ubc1c\uc0dd\ud588\ub294\uc9c0\ub294 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/li>\n<li>\ub178\uc870\uac00 \uc81c\uc2dc\ud55c 30\uc870 \uc6d0 \uc774\uc0c1 \uc190\uc2e4 \ucd94\uc815\uc740 \uc0b0\uc815 \ubc29\uc2dd\uc758 \uc0c1\uc138 \ud56d\ubaa9\uc774 \uacf5\uac1c\ub418\uc9c0 \uc54a\uc544 \uc815\ud655\ud55c \uadfc\uac70 \uac80\uc99d\uc774 \ud544\uc694\ud558\ub2e4.<\/li>\n<li>\uc131\uacfc\uae09 \uc694\uad6c\uac00 \uc2e4\uc81c \uc9c0\uae09\ub420 \uacbd\uc6b0 \ud68c\uc0ac\uc758 \uc911\uc7a5\uae30 \ud22c\uc790 \ucd95\uc18c \uaddc\ubaa8(\uc608: \uad6c\uccb4\uc801 \ud504\ub85c\uc81d\ud2b8\ubcc4 \uc601\ud5a5)\ub294 \uc544\uc9c1 \ubd88\uba85\ud655\ud558\ub2e4.<\/li>\n<\/ul>\n<h2>\ucd1d\ud3c9<\/h2>\n<p>\uc774\ubc88 \ub178\uc0ac \uac08\ub4f1\uc740 \ub2e8\uc21c\ud55c \uc784\uae08 \ud611\uc0c1 \ucc28\uc6d0\uc744 \ub118\uc5b4 \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd \uc548\uc815\uc131\uacfc \uae30\uc5c5\uc758 \uc2e0\ub8b0\uc790\ubcf8\uc744 \uc2dc\ud5d8\ud558\ub294 \uc0ac\uac74\uc73c\ub85c \ubcf4\uc778\ub2e4. \uc9d1\ud68c \uc9c1\ud6c4 \uad00\uce21\ub41c \uc0dd\uc0b0 \uae09\uac10\uc740 \uc989\uc2dc\uc801 \ub9ac\uc2a4\ud06c\ub97c \ub4dc\ub7ec\ub0c8\uace0, \ud30c\uc5c5 \uc608\uace0\uac00 \ud604\uc2e4\ud654\ub420 \uacbd\uc6b0 \uc2dc\uc7a5 \uc804\ubc18\uc5d0 \ud30c\uae09\ud6a8\uacfc\uac00 \uc608\uc0c1\ub41c\ub2e4.<\/p>\n<p>\uc911\uc7ac\uc640 \ub300\ud654\ub85c \ub2e8\uae30\uc801 \ucda9\ub3cc\uc744 \ubd09\ud569\ud558\ub354\ub77c\ub3c4, \uc7a5\uae30\uc801\uc73c\ub85c\ub294 \ub178\uc0ac \uad00\uacc4\uc758 \uc81c\ub3c4\uc801 \uac1c\uc120\uacfc \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654, \uc815\ubd80\uc640 \uc5c5\uacc4\uc758 \ud611\ub825 \ubc29\uc548 \ubaa8\uc0c9\uc774 \ud544\uc694\ud558\ub2e4. \ub3c5\uc790\ub294 \ud5a5\ud6c4 \uad50\uc12d \uc9c4\ud589 \uc0c1\ud669\uacfc \uace0\uac1d\uc0ac \uc7ac\uace0\u00b7\ubc1c\uc8fc \ub3d9\ud5a5\uc744 \uc8fc\uc2dc\ud560 \ud544\uc694\uac00 \uc788\ub2e4.<\/p>\n<h2>\ucd9c\ucc98<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.donga.com\/news\/Economy\/article\/all\/20260427\/133815568\/2\" target=\"_blank\" rel=\"noopener\">\ub3d9\uc544\uc77c\ubcf4: \uad00\ub828 \ubcf4\ub3c4(\uc5b8\ub860)<\/a><\/li>\n<li><a href=\"https:\/\/www.reuters.com\" target=\"_blank\" rel=\"noopener\">Reuters(\uc5b8\ub860, \uad00\ub828 \uad6d\uc81c \ubcf4\ub3c4 \uac80\uc0c9)<\/a><\/li>\n<li><a href=\"https:\/\/www.kbsec.com\" target=\"_blank\" rel=\"noopener\">KB\uc99d\uad8c(\uc99d\uad8c\uc0ac\u00b7\ub9ac\uc11c\uce58)<\/a><\/li>\n<\/ul>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>\ud575\uc2ec \uc694\uc57d \uc0bc\uc131\uc804\uc790 \ub178\ub3d9\uc870\ud569\uc740 4\uc6d4 23\uc77c \ud3c9\ud0dd\ucea0\ud37c\uc2a4 \uc778\uadfc \uc9d1\ud68c \ub4a4 \uc57c\uac04 \uae30\uc900 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0\uc774 58.1% \uae09\uac10\ud588\uace0, \uba54\ubaa8\ub9ac \uc0dd\uc0b0\uc740 18.4% \uac10\uc18c\ud588\ub2e4\uace0 \ubc1c\ud45c\ud588\ub2e4. \ub178\uc870\ub294 5\uc6d4 21\uc77c\ubd80\ud130 6\uc6d4 7\uc77c\uae4c\uc9c0 18\uc77c\uac04 \ucd1d\ud30c\uc5c5\uc744 \uc608\uace0\ud574 \ubc18\ub3c4\uccb4 \uacf5\uae09 \ucc28\uc9c8 \uc6b0\ub824\uac00 \ucee4\uc9c0\uace0 \uc788\ub2e4. \uc99d\uad8c\uc0ac \ubd84\uc11d\uc740 \ud30c\uc5c5\uc774 \ud604\uc2e4\ud654\ub418\uba74 D\ub7a8 \uacf5\uae09\uc774 \uc57d 3~4%, \ub0b8\ub4dc\uac00 2~3% \uc218\uc900\uc73c\ub85c \ucd95\uc18c\ub420 \uc218 \uc788\ub2e4\uace0 \uc804\ub9dd\ud55c\ub2e4. \uc0b0\uc5c5\uacc4\uc640 \uace0\uac1d\uc0ac\ub4e4\uc740 \uc0bc\uc131\uc758 \uc0dd\uc0b0\u00b7\ub0a9\ud488 \uc2e0\ub8b0\uc131 &#8230; <a title=\"\uc0bc\uc131\uc804\uc790, \ub178\uc870 \uc9d1\ud68c\uc5d0 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 58.1% \uae09\ub77d\u202618\uc77c \ud30c\uc5c5 \uc608\uace0\uc5d0 \uacf5\uae09 \uc6b0\ub824\" class=\"read-more\" href=\"https:\/\/readtrends.com\/ko\/samsung-foundry-production-drop\/\" aria-label=\"\uc0bc\uc131\uc804\uc790, \ub178\uc870 \uc9d1\ud68c\uc5d0 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 58.1% \uae09\ub77d\u202618\uc77c \ud30c\uc5c5 \uc608\uace0\uc5d0 \uacf5\uae09 \uc6b0\ub824\uc5d0 \ub300\ud574 \ub354 \uc790\uc138\ud788 \uc54c\uc544\ubcf4\uc138\uc694\">\ub354 \uc77d\uae30<\/a><\/p>\n","protected":false},"author":1,"featured_media":11516,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_title":"\uc0bc\uc131\uc804\uc790 \ud30c\uc6b4\ub4dc\ub9ac \uc0dd\uc0b0 58.1% \uae09\ub77d\u2026\ud30c\uc5c5 \uc6b0\ub824 \ud655\uc0b0 - \ub274\uc2a4\uc778\uc0ac\uc774\ud2b8","rank_math_description":"\uc0bc\uc131\uc804\uc790 \ub178\uc870 \uc9d1\ud68c\ub85c \ud30c\uc6b4\ub4dc\ub9ac \uc57c\uac04 \uc0dd\uc0b0\uc774 58.1% \uae09\uac10\ud558\uace0 \uba54\ubaa8\ub9ac\ub3c4 18.4% \uac10\uc18c\ud588\ub2e4. 5\uc6d4 \uc608\uc815 18\uc77c \ud30c\uc5c5 \uc608\uace0\ub85c \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd\uacfc \uace0\uac1d \uc2e0\ub8b0\uac00 \uc704\ud611\ubc1b\uace0 \uc788\ub2e4.","rank_math_focus_keyword":"\uc0bc\uc131\uc804\uc790,\ud30c\uc6b4\ub4dc\ub9ac,\ud30c\uc5c5,\uc0dd\uc0b0\uac10\uc18c,D\ub7a8,\uacf5\uae09\ub9dd","footnotes":""},"categories":[2],"tags":[],"class_list":["post-11517","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-top-stories"],"_links":{"self":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/11517","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/comments?post=11517"}],"version-history":[{"count":0,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/11517\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media\/11516"}],"wp:attachment":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media?parent=11517"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/categories?post=11517"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/tags?post=11517"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}