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By zg4xxxx Posted: 2024-07-15 15:21:11

¢º ÆÄÀ̳½¼ÈŸÀÓ½º(FT) º¸µµ

¢º ¿£Áö´Ï¾î “ºÐÀ§±â ¾îµÓ´Ù”

 

 

ÆÄÀ̳½¼ÈŸÀÓ½º(FT)°¡ »ï¼ºÀüÀÚ Á÷¿øµé »ç±â°¡ ¶³¾îÁ³°í ¿£Áö´Ï¾îµéÀÌ °æÀï»çÀÎ SKÇÏÀ̴нº·Î ¿Å±æ »ý°¢À» ÇÏ°í ÀÖ´Ù°í º¸µµÇß´Ù. FT´Â 14ÀÏ Çѱ¹¹ß·Î ‘À§±âÀÇ »ï¼º, Àü·Ê ¾ø´Â Á÷¿ø µ¿¿ä·Î AI ¾ß¸Á¿¡ Ÿ°Ý’À̶õ Á¦¸ñÀÇ ±â»ç¸¦ ÅëÇØ ÀÌó·³ ¸»Çß´Ù.

FT´Â »ï¼ºÀüÀÚ°¡ 5¿ù ¹ÝµµÃ¼ »ç¾÷ ¼öÀå ±³Ã¼¸¦ ´ÜÇàÇßÁö¸¸, À͸íÀÇ »ï¼ºÀüÀÚ ¹ÝµµÃ¼ ¿£Áö´Ï¾î´Â “´ëÇ¥ ±³Ã¼ ÈÄ¿¡µµ º¯È­°¡ ¸¹ÀÌ º¸ÀÌÁö ¾Ê´Â´Ù”°í ¸»Çß´Ù°í ÀüÇß´Ù. ÀÌ ¿£Áö´Ï¾î´Â “°í´ë¿ªÆø ¸Þ¸ð¸®(HBM)¿¡¼± SKÇÏÀ̴нº¿¡ ¹Ð¸®°í, ÆÄ¿îµå¸®(foundry·¹ÝµµÃ¼ ¼öŹ»ý»ê)¿¡¼± ´ë¸¸ TSMC¸¦ µû¶óÀâÁö ¸øÇؼ­ ³»ºÎ ºÐÀ§±â°¡ ¾îµÓ´Ù”°í FT¿¡ ¸»Çß´Ù.

±×´Â “»ç¶÷µéÀº SKÇÏÀ̴нº¿¡ ºñÇØ ¾È ÁÁÀº ´ë¿ì¸¦ ¹Þ´Â´Ù°í »ý°¢Çϱ⠶§¹®¿¡ Àü¹ÝÀûÀ¸·Î ±Þ¿©¿¡ ºÒ¸¸Á·ÇÑ´Ù”¸ç “¸¹Àº »ç¶÷ÀÌ È¸»ç¸¦ ¶°³ª °æÀï»çµé·Î °¥ »ý°¢À» ÇÑ´Ù”°í µ¡ºÙ¿´´Ù°í FT´Â ÀüÇß´Ù. FT´Â »ï¼ºÀüÀÚ Á÷¿øµéÀÇ ºÒ¸¸Àº Àü·Ê ¾ø´Â Æľ÷¿¡¼­ µå·¯³µ´Ù°í ¤¾ú´Ù.


½º¸¶Æ®Æù »ç¾÷ºÎÀÇ ÇÑ ÀÍ¸í ¿¬±¸¿øµµ FT¿¡ “±ÝÀüÀû º¸»óÀÌ ÁÙ¾î Á÷¿øµé »ç±â°¡ ¶³¾îÁ³´Ù”¸ç “°æ¿µ¿¡ ¹æÇ⼺ÀÌ ¾ø¾î º¸¿©¼­ ±×µéÀº ¹«·Â°¨À» ´À³¤´Ù”°í ¸»Çß´Ù. ÇÑ °¡Àü ÆǸŠÁ÷¿øÀº “ȸ»ç¿¡ ´Ù´Ï¸ç ¸ÅÃâ ¼ºÀå¿¡ Àͼ÷Çߴµ¥ ¶³¾îÁö´Â °Ç óÀ½ º»´Ù”¶ó¸ç “¿ì¸® ÆÀ »ç¶÷µéÀº À§±â°¨À» ´À³¢°í ÀÖ´Ù”°í ¸»Çß´Ù°í FT°¡ ÀüÇß´Ù.

FT´Â ÀÌ·± °¡¿îµ¥ Àü±¹»ï¼ºÀüÀڳ뵿Á¶ÇÕ(ÀÌÇÏ Àü»ï³ë)ÀÇ ¹«±âÇÑ Æľ÷À¸·Î HBM °æÀï¿¡¼­ SKÇÏÀ̴нº¿ÍÀÇ °ÝÂ÷¸¦ Á¼È÷±â°¡ ´õ Èûµé¾îÁú °ÍÀ̶õ ºÐ¼®ÀÌ ³ª¿Â´Ù°í ÀüÇß´Ù. ÇÑ »ï¼º ÅõÀÚÀÚ¿¡ µû¸£¸é »ï¼º°ú SKÇÏÀ̴нº´Â Á¦ÇÑÀûÀÎ Çѱ¹ ¿£Áö´Ï¾î ÀÎÀç °ø±Þ ¼Ó¿¡¼­ Ä¡¿­ÇÑ °æÀïÀ» ¹úÀÌ°í ÀÖ´Ù°í FT´Â º¸µµÇß´Ù.

¹ÝµµÃ¼ ÄÁ¼³ÆÃȸ»çÀÎ ¼¼¹Ì¾î³¾·¯½Ã½º ¸¶ÀÌ·± ½Ã¿¡ ¿¡³Î¸®½ºÆ®´Â »ï¼ºÀüÀÚ°¡ HBM °³¹ß¿¡¼­ SKÇÏÀ̴нº¿Í ¸¶ÀÌÅ©·Ð¿¡ ¹Ð¸®°í, ¿£ºñµð¾Æ HBM °ø±Þ¾÷ü ÀÚ°Ý Å×½ºÆ®¸¦ ¾ÆÁ÷ Åë°úÇÏÁö ¸øÇÑ °ÍÀ» µÎ°í “¸Å¿ì ¿ì·Á½º·´´Ù”°í Æò°¡Çß´Ù°í ½Å¹®Àº ÀüÇß´Ù.

FT´Â ÁöÁ¤ÇÐÀû À§Çè °íÁ¶·Î ´ëÇü °í°´µéÀÌ TSMC ÀÇÁ¸µµ¸¦ ³·Ãß·Á ÇÑ´Ù´Â ³«°ü·Ð¿¡µµ ºÒ±¸ÇÏ°í, »ï¼ºÀüÀÚ´Â ÆÄ¿îµå¸® »ç¾÷¿¡¼­ TSMC Áö¹è·ÂÀ» ¾àÈ­Å°Áö ¸øÇß´Ù°í ÁöÀûÇß´Ù. ½Ã¿¡ ¾Ö³Î¸®½ºÆ®´Â “°í°´µéÀº ´ë¾ÈÀ» ¿øÇÏÁö¸¸, ±â¼ú Ç°Áú°ú ¾ÈÁ¤Àû °ø±Þ¿ø È®º¸¸¦ ÃÖ¿ì¼±¿¡ µÐ´Ù”¸ç “ÀÌ´Â »ï¼ºÀüÀÚ°¡ Á¦°øÇÏÁö ¸øÇÏ´Â °Í”À̶ó°í FT¿¡ ¸»Çß´Ù.

 

 

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