{"id":47623,"date":"2026-07-12T21:22:39","date_gmt":"2026-07-13T01:22:39","guid":{"rendered":"https:\/\/koreatimesphila.com\/?p=47623"},"modified":"2026-07-12T21:23:11","modified_gmt":"2026-07-13T01:23:11","slug":"%eb%a8%bc%ec%a0%80-%ec%a7%80%ec%96%b4%ec%95%bc-%ec%9d%b4%ea%b8%b4%eb%8b%a4-sk-%ec%83%81%ec%9e%a5%ec%97%90-%eb%9c%a8%ea%b1%b0%ec%9b%8c%ec%a7%84-5%ea%b0%9c%ea%b5%ad-%eb%b0%98%eb%8f%84%ec%b2%b4","status":"publish","type":"post","link":"https:\/\/koreatimesphila.com\/en\/%eb%a8%bc%ec%a0%80-%ec%a7%80%ec%96%b4%ec%95%bc-%ec%9d%b4%ea%b8%b4%eb%8b%a4-sk-%ec%83%81%ec%9e%a5%ec%97%90-%eb%9c%a8%ea%b1%b0%ec%9b%8c%ec%a7%84-5%ea%b0%9c%ea%b5%ad-%eb%b0%98%eb%8f%84%ec%b2%b4\/","title":{"rendered":"\uba3c\uc800 \uc9c0\uc5b4\uc57c \uc774\uae34\ub2e4\u2026 SK \uc0c1\uc7a5\uc5d0 \ub728\uac70\uc6cc\uc9c4 5\uac1c\uad6d \ubc18\ub3c4\uccb4 &#8216;\ud328\uad8c \uc804\uc7c1&#8217;"},"content":{"rendered":"<p class=\"wp-block-paragraph\">\uae40\uc9c4\uc6b1 \uae30\uc790<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud22c\uc790 \uacbd\uc7c1\uc5d0 \uae30\ub984 \ubd80\uc740 \ud558\ub2c9 \u7f8e \uc0c1\uc7a5<br>\ud574\uc678 \ud22c\uc790 \uc608\uace0\ub85c \ucc38\uc804 \uc758\uc9c0 \ubc1d\ud78c SK<br>\ud558\ub2c9 \uc758\uc2dd\ud55c \ub9c8\uc774\ud06c\ub860, \uc0c8 \ud22c\uc790 \ubc1c\ud45c<br>\ub098\ub780\ud788 \uc99d\uc124 \uac00\uc18d\ub3c4 TSMC, CXMT<br>\ub77c\ud53c\ub354\uc2a4, \uc0ac\uc2e4\uc0c1 &#8216;\uac00\uaca9 \uacbd\uc7c1&#8217; \uc120\ud3ec\ub3c4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/newsimg.hankookilbo.com\/cms\/articlerelease\/2026\/07\/12\/1e095c6a-be33-43f5-a8bd-cde532487eb0.jpg?w=640&#038;ssl=1\" alt=\"\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc774\ud06c\ub860\uc774 \ubbf8\uad6d \ub274\uc695\uc8fc \ud074\ub808\uc774\ud0c0\uc6b4\uc5d0 \uc9d3\ub294 \ubc18\ub3c4\uccb4 \uacf5\uc7a5 \uc870\uac10\ub3c4. \ub9c8\uc774\ud06c\ub860 \uc81c\uacf5<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc778\uacf5\uc9c0\ub2a5(AI) \uc2dc\ub300 &#8216;\uc804\ub7b5\ubb3c\uc790&#8217;\ub85c \ub5a0\uc624\ub978 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uc8fc\ub3c4\uad8c\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud55c \ud328\uad8c \uc804\uc7c1\uc774 \uc0c8\ub86d\uac8c \ubd88\ubd99\uc5c8\ub2e4. \uc120\ub450 \uae30\uc5c5 SK\ud558\uc774\ub2c9\uc2a4\uac00 \ubbf8\uad6d \ub098\uc2a4\ub2e5 \uc0c1\uc7a5 \ud765\ud589\uc5d0 \uc131\uacf5\ud558\uba70 40\uc870 \uc6d0\uc758 &#8216;\uc2e4\ud0c4&#8217;\uc744 \ud655\ubcf4\ud558\uc790 &#8216;\uc804\uc7c1\ud130&#8217;\uc5d4 \uae34\uc7a5\uac10\uc774 \uce58\uc19f\uace0 \uc788\ub2e4. \ubd88\uacfc \uba70\uce60 \uc804\uae4c\uc9c0 \uc2dc\uc7a5\uc744 \ub4a4\ud754\ub4e4\ub358 &#8216;\ubc18\ub3c4\uccb4 \uace0\uc810\ub860&#8217;\ub3c4 \uac01\uad6d\uc774 \ub3c8\uacfc \uc18d\ub3c4\ub97c \ubb34\uae30\ub85c \ud22c\uc790\uc640 \uc99d\uc124\uc744 \uacbd\uc7c1\uc801\uc73c\ub85c \ubc1c\ud45c\ud558\uba74\uc11c \ub354 \ud798\uc744 \ubc1b\uc9c0 \ubabb\ud558\ub294 \ud615\uad6d\uc774\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">12\uc77c \ud14c\ud06c\uc5c5\uacc4\uc5d0 \ub530\ub974\uba74 SK\ud558\uc774\ub2c9\uc2a4\uc640 \uc0bc\uc131\uc804\uc790, \ub9c8\uc774\ud06c\ub860, \ucc3d\uc2e0\uba54\ubaa8\ub9ac\ud14c\ud06c\ub180\ub85c\uc9c0(CXMT), TSMC, \ub77c\ud53c\ub354\uc2a4 \uac19\uc740 \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uae30\uc5c5\ub4e4\uc774 \ucc9c\ubb38\ud559\uc801 \uaddc\ubaa8\uc758 \ud22c\uc790 \uacbd\uc7c1\uc5d0 \ub4e4\uc5b4\uac14\ub2e4. \uc5c5\uacc4 \ud55c\ud3b8\uc5d0\uc120 \uc62c\ud574 \uc608\uc815\ub41c \ud22c\uc790 \uaddc\ubaa8\ub9cc \ucd1d 200\uc870 \uc6d0\uc5d0 \uc774\ub97c \uac70\ub780 \uc804\ub9dd\ub3c4 \ub098\uc628\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">&#8220;\uacbd\uc7c1\uc790\ub4e4 \uc9c8\ud22c\uc2ec \ub290\uaef4 \ub530\ub77c\uc62c \uc218\ubc16\uc5d0&#8221;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uacbd\uc7c1\uc5d0 \uae30\ub984\uc744 \ubd80\uc740 \uac74 SK\ub2e4. \uc0bc\uc131\uc804\uc790\uc640 \ud568\uaed8 \uc11c\ub0a8\uad8c \uc0dd\uc0b0\uc2dc\uc124(\ud339) \uc2e0\uc124\uc744 \uacf5\uc2dd\ud654\ud55c \uc9c0 \uc5f4\ud758\uc5ec \ub9cc\uc5d0 SK\ud558\uc774\ub2c9\uc2a4\ub97c \ub098\uc2a4\ub2e5\uc5d0 \uc0c1\uc7a5\ud55c \ucd5c\ud0dc\uc6d0 SK\uadf8\ub8f9 \ud68c\uc7a5\uc740 10\uc77c(\ud604\uc9c0\uc2dc\uac04) \ubbf8\uad6d CNBC\uc5d0 \ucd9c\uc5f0\ud574 &#8220;\uba54\ubaa8\ub9ac \uc218\uc694\uac00 \uae30\ud558\uae09\uc218\uc801\uc73c\ub85c \uc99d\uac00\ud560 \uac83&#8221;\uc774\ub77c\uba70 &#8220;\ubbf8\uad6d\ubfd0 \uc544\ub2c8\ub77c \uc138\uacc4 \uc5ec\ub7ec \uc9c0\uc5ed\uc744 (\uc0c8 \ud339 \uc785\uc9c0\ub85c) \uac80\ud1a0\ud558\uace0 \uc788\ub2e4&#8221;\uace0 \ub9d0\ud588\ub2e4. \ucd94\uac00 \ud22c\uc790\ub97c \uc608\uace0\ud558\uba70 \uc77c\uac01\uc758 \ubc18\ub3c4\uccb4 &#8216;\ud53c\ud06c\uc544\uc6c3&#8217; \uac00\ub2a5\uc131\uc5d0 \uc120\uc744 \uae0b\uace0 \ud328\uad8c \uacbd\uc7c1\uc5d0 \ucc38\uc804\ud558\uaca0\ub2e4\ub294 \uc758\uc9c0\ub97c \ubd84\uba85\ud788 \ud55c \uac83\uc774\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SK\uc758 \ud589\ubcf4\ub97c \uc758\uc2dd\ud55c \ub4ef \ub9c8\uc774\ud06c\ub860\uc740 SK\ud558\uc774\ub2c9\uc2a4 \ub098\uc2a4\ub2e5 \uc0c1\uc7a5 \ud558\ub8e8 \uc804\uc778 9\uc77c, 2035\ub144\uae4c\uc9c0 \ubbf8\uad6d \ub0b4\uc5d0 2,500\uc5b5 \ub2ec\ub7ec(\uc57d 376\uc870 \uc6d0)\ub97c \ud22c\uc790\ud558\uaca0\ub2e4\uace0 \ubc1c\ud45c\ud588\ub2e4. \ub274\uc695\uc8fc \ud074\ub808\uc774\ud0c0\uc6b4\uc5d0\uc11c \uc5f4\ub9b0 \ub9c8\uc774\ud06c\ub860\uc758 \ud339 \ucf58\ud06c\ub9ac\ud2b8 \ud0c0\uc124 \uae30\ub150\uc2dd\uc5d0\ub294 \ud558\uc6cc\ub4dc \ub7ec\ud2b8\ub2c9 \ubbf8\uad6d \uc0c1\ubb34\uc7a5\uad00\uae4c\uc9c0 \uc9c1\uc811 \ucc38\uc11d\ud574 &#8220;\ub9c8\uc774\ud06c\ub860\uc774 \uc55e\uc7a5\uc11c\uace0 \uc788\uc73c\ub2c8 \uacbd\uc7c1\uc790\ub4e4\uc740 \uc9c8\ud22c\uc2ec\uc744 \ub290\ub084 \uac83\uc774\uace0 \uacb0\uad6d \ub530\ub77c\uc62c \uc218\ubc16\uc5d0 \uc5c6\ub2e4&#8221;\ub294 \ub3c4\ubc1c\uc801 \ubc1c\uc5b8\uc73c\ub85c \uc0c8 \ud328\uad8c \uc804\uc7c1\uc758 \ud3ec\ubb38\uc744 \uc5f4\uc5c8\ub2e4. \ub9c8\uc774\ud06c\ub860\uc740 \uc62c\ud574 \uc124\ube44\ud22c\uc790\uc5d0 \uc804\ub144 \ub300\ube44 120% \uae09\uc99d\ud55c 17\uc870 \uc6d0\uc744 \ud22c\uc785\ud558\uae30\ub85c \ud588\ub2e4. \uc77c\ubcf8 \ud788\ub85c\uc2dc\ub9c8\uc5d0\ub3c4 14\uc870 \uc6d0\uc744 \ud22c\uc785\ud574 \ucc28\uc138\ub300 HBM \ud339\uc744 \uad6c\ucd95\ud55c\ub2e4\ub294 \uacc4\ud68d\uc774\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc911\uad6d \ubc18\ub3c4\uccb4 \uad74\uae30\uc758 \uc120\ubd09\uc5d0 \uc120 CXMT\ub294 \uc774\ub2ec \uc911 \uc0c1\ud558\uc774 \uc99d\uc2dc\uc5d0 295\uc5b5 \uc704\uc548(6\uc8705,195\uc5b5 \uc6d0) \uaddc\ubaa8\uc758 \uae30\uc5c5\uacf5\uac1c(IPO)\ub85c \uc790\uae08 \ub9c8\ub828\uc5d0 \ub098\uc120\ub2e4. \uc774\ub807\uac8c \ud655\ubcf4\ud55c \ub3c8\uc740 \ud5c8\ud398\uc774\uc640 \ubca0\uc774\uc9d5\uc5d0 \uc788\ub294 \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub77c\uc778 \ud655\uc7a5\uc5d0 \ud22c\uc785\ub420 \uc608\uc815\uc778\ub370, \uc5c5\uacc4\uc5d0\uc120 \uc790\uae08 \ub300\ubd80\ubd84\uc774 \ubc94\uc6a9 D\ub7a8 \uc0dd\uc0b0\ub77c\uc778 \uace0\ub3c4\ud654\uc5d0 \uc4f0\uc77c \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/newsimg.hankookilbo.com\/cms\/articlerelease\/2026\/07\/13\/05adb922-fc1d-4d7a-9324-e2d27234737a.png?w=640&#038;ssl=1\" alt=\"\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub798\ud53d=\uc774\uc9c0\uc6d0 \uae30\uc790<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud310 \ucee4\uc9c4 \uc774\uc720&#8230; &#8216;\ubc18\ub3c4\uccb4\ub294 \uad6d\uac00 \uc548\ubcf4&#8217; \uc778\uc2dd<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">TSMC\uc758 \uc6c0\uc9c1\uc784\ub3c4 \uc2ec\uc0c1\uce58 \uc54a\ub2e4. \ub300\ub9cc \ubcf8\ud1a0 \uc0dd\uc0b0\ub77c\uc778 \uc99d\uc124 \uc678\uc5d0 \ubbf8\uad6d \ub0b4 \ud22c\uc790 \uaddc\ubaa8\ub97c \ucd5c\ub300 362\uc870 \uc6d0\uae4c\uc9c0 \ud655\ub300\ud560 \uac00\ub2a5\uc131\uc774 \ucd5c\uadfc \uc81c\uae30\ub410\ub2e4. \uc774\ubbf8 \uc560\ub9ac\uc870\ub098\uc8fc\uc5d0 \uc6e8\uc774\ud37c \uacf5\uc7a5\uacfc \ud328\ud0a4\uc9d5 \uacf5\uc7a5, \uc5f0\uad6c\uac1c\ubc1c \uc13c\ud130\ub97c \uc9d3\uace0 \uc788\ub294\ub370, \ub300\ub9cc \uc5b8\ub860\uc5d0 \ub530\ub974\uba74 \uc138\ubd80 \uc7a5\ube44\ub098 \uc18c\uc7ac \uac19\uc740 \uacf5\uae09\ub9dd \uae30\uc5c5\ub4e4\uae4c\uc9c0 \ud568\uaed8 \ubbf8\uad6d \uc9c4\ucd9c\uc744 \ud655\ub300\ud558\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">9\uc77c \uace0\uc774\ucf00 \uc544\uc4f0\uc694\uc2dc \ub77c\ud53c\ub354\uc2a4 \uc0ac\uc7a5\uc740 2\ub098\ub178\ubbf8\ud130(nm)\uae09 \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \uac00\uaca9\uc744 TSMC\ubcf4\ub2e4 \ub192\uac8c \ucc45\uc815\ud558\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4. \uc0ac\uc2e4\uc0c1 &#8216;\uac00\uaca9 \uc804\uc7c1&#8217; \uc120\ud3ec\ub2e4. 2027\ub144\uae4c\uc9c0 2\ub098\ub178 \uacf5\uc815 \uc591\uc0b0\uc5d0 \uc131\uacf5\ud574 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc744 \ubd80\ud65c\uc2dc\ud0a4\uaca0\ub2e4\ub294 \ub77c\ud53c\ub354\uc2a4\uc758 \ubaa9\ud45c\uc5d0 \uc77c\ubcf8 \uacbd\uc81c\uc0b0\uc5c5\uc131\uc740 5\uc8708,477\uc5b5 \uc6d0\uc744 \ucd94\uac00 \uc9c0\uc6d0\ud558\uae30\ub85c \ud588\uc73c\uba70, \ub204\uc801 \uc9c0\uc6d0\uc561\uc740 21\uc8707,610\uc5b5 \uc6d0\uc5d0 \ub2ec\ud558\ub294 \uac83\uc73c\ub85c \uc804\ud574\uc84c\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0bc\uc131\uc804\uc790\ub294 \uacbd\uae30 \uc6a9\uc778\uc2dc \uad6d\uac00\uc0b0\uc5c5\ub2e8\uc9c0\uc5d0 \ucd94\uc9c4 \uc911\uc778 \ud339 6\uae30 \uc911 1\ud638\uae30 \uc644\uacf5 \uc2dc\uc810\uc744 \ub2f9\ucd08 \ubaa9\ud45c\ubcf4\ub2e4 1~2\ub144 \uc55e\ub2f9\uaca8 2029\ub144\uc73c\ub85c \ub2e4\uc2dc \uc7a1\uc558\ub2e4. \uc5c5\uacc4\uc5d0\uc11c\ub294 \ubc18\ub3c4\uccb4 \uacf5\uc7a5 \uac74\uc124\uc774 \ud1b5\uc0c1 2\ub144\uac00\ub7c9 \uac78\ub9ac\ub294 \uc810\uc744 \uac10\uc548\ud558\uba74 \ub0b4\ub144\uc5d0\ub294 \ubcf8\uaca9\uc801\uc778 \uac74\uc124\uc774 \uc774\ub904\uc838\uc57c \ud55c\ub2e4\uace0 \ubcf4\uace0 \uc788\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc9c0\ub09c\ub2ec \ub9d0 \uc815\ubd80\uc758 \uba54\uac00\ud504\ub85c\uc81d\ud2b8\uc5d0 \ub530\ub77c \ud3c9\ud0dd\u00b7\uc6a9\uc778 \ubc18\ub3c4\uccb4 \ud074\ub7ec\uc2a4\ud130\uc5d0 1,650\uc870 \uc6d0, \ud638\ub0a8\uad8c\uc5d0 400\uc870 \uc6d0\uc744 \ud22c\uc790\ud560 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc138\uacc4 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \ud22c\uc790 \uc804\uc7c1\uc740 \ube45\ud14c\ud06c\ub4e4\uc758 \ud589\ubcf4\uc640 \ub9de\ubb3c\ub824 \uc788\ub2e4. \uad6c\uae00\uacfc \uc544\ub9c8\uc874, \uba54\ud0c0, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \uac19\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec(\ub300\ud615 \uae30\uc220\uae30\uc5c5)\ub4e4\uc774 \ub370\uc774\ud130\uc13c\ud130 \uac19\uc740 AI \uc778\ud504\ub77c\ub97c \ub298\ub9ac\uace0 \uc790\uccb4 AI \ubaa8\ub378\uc744 \uace0\ub3c4\ud654\ud558\ub294 \uacfc\uc815\uc5d0\uc11c \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \uae09\uc99d\ud55c \uac83\uc774\ub2e4. \uadf8\uc5d0 \ub530\ub978 \uacf5\uae09 \ubd80\uc871\uc774 \uad6d\uac00 \uc548\ubcf4 \ubb38\uc81c\ub85c \uac15\ud558\uac8c \uc778\uc2dd\ub3fc \uc218\ucd9c \ud1b5\uc81c \uac19\uc740 \uac08\ub4f1 \uc694\uc18c\uae4c\uc9c0 \ub354\ud574\uc9c0\uba74\uc11c \uac01\uad6d \uc815\ubd80\uac00 \uc801\uadf9\uc801\uc73c\ub85c \uac1c\uc785\ud558\uace0 \uacbd\uc7c1\uc758 \ud310\uc774 \uc810\uc810 \ucee4\uc84c\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">SK &#8220;\uba54\ubaa8\ub9ac \uc678 \uc218\ubc31\uc5b5 \ub2ec\ub7ec \ud22c\uc790 \ucc3e\ub294\ub2e4&#8221;<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/newsimg.hankookilbo.com\/cms\/articlerelease\/2026\/07\/12\/202ff756-31ee-40d1-9845-77a285527674.jpg?w=640&#038;ssl=1\" alt=\"\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd5c\ud0dc\uc6d0(\uc55e\uc904 \uc67c\ucabd \ub124 \ubc88\uc9f8) SK \ud68c\uc7a5\uacfc \uacfd\ub178\uc815(\uc138 \ubc88\uc9f8) SK\ud558\uc774\ub2c9\uc2a4 \ub300\ud45c\ub97c \ube44\ub86f\ud55c \uad00\uacc4\uc790\ub4e4\uc774 10\uc77c(\ud604\uc9c0\uc2dc\uac04) \ubbf8\uad6d \ub274\uc695 \ud0c0\uc784\uc2a4\uc2a4\ud018\uc5b4 \ub098\uc2a4\ub2e5 \ub9c8\ucf13\uc0ac\uc774\ud2b8\uc5d0\uc11c \uc5f4\ub9b0 SK\ud558\uc774\ub2c9\uc2a4 \ubbf8\uad6d \uc8fc\uc2dd\uc608\ud0c1\uc99d\uc11c(ADR) \uc0c1\uc7a5 \uae30\ub150 &#8216;\uc624\ud504\ub2dd \ubca8&#8217; 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