{"id":71761,"date":"2025-08-11T23:15:22","date_gmt":"2025-08-11T14:15:22","guid":{"rendered":"https:\/\/hibulls.com\/?p=71761"},"modified":"2025-08-11T23:15:24","modified_gmt":"2025-08-11T14:15:24","slug":"08-12-%ed%88%ac%eb%bf%941-%ec%b6%94%ec%b2%9c%ec%a3%bc-%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90-%ed%88%ac%ec%9e%90-%ec%82%ac%ec%9d%b4%ed%81%b4%ec%9d%b4-%ec%9e%ac%ea%b0%9c%eb%90%9c%eb%8b%a4","status":"publish","type":"post","link":"https:\/\/hibulls.com\/?p=71761","title":{"rendered":"[08.12] \ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc : \uc0bc\uc131\uc804\uc790 \ud22c\uc790 \uc0ac\uc774\ud074\uc774 \uc7ac\uac1c\ub41c\ub2e4! \uc8fc\ubaa9\ud574\uc57c \ud560 \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc8fc"},"content":{"rendered":"\n

(\uc774\ubbf8\uc9c0 \ub0b4 \uae00\uc790\uac00 \uc798 \ubcf4\uc774\uc9c0 \uc54a\uc73c\uba74 \uc6f9\ube0c\ub77c\uc6b0\uc800, \ud734\ub300\ud3f0 \ud654\uba74\uc744 ‘\uac00\ub85c\ud654\uba74’\uc73c\ub85c \ubcf4\uc2dc\uac70\ub098, \uc774\ubbf8\uc9c0\ub97c \ud074\ub9ad\ud558\uba74 \ud655\ub300\ud574\uc11c \ubcf4\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.)<\/em><\/p>\n\n\n\n

(\ucd94\ucc9c\uc8fc\ub294 \uc81c\uc2dc\ud574\ub4dc\ub9b0 \ucd94\ucc9c\uac00 \uc774\ud558 \uad6c\uac04\uc5d0\uc11c \ubd84\ud560 \ub9e4\uc218\ub97c \uad8c\uc7a5 \ub4dc\ub9bd\ub2c8\ub2e4. \ub9e4\uc218 \ube44\uc911\uc740 \uac1c\uac1c\uc778\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc0c1\ud669\uc5d0 \ub530\ub77c \uacb0\uc815\ud558\uc2dc\uba74 \ub418\ub294\ub370, 1\uac1c \uc885\ubaa9\uc5d0 \ube44\uc911\uc744 70% \uc774\uc0c1 \uac00\uc838\uac00\ub294 \uac83\uc740 \ucd94\ucc9c \ub4dc\ub9ac\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.)<\/em><\/p>\n\n\n\n

\u2605\uc720\uc9c4\ud14c\ud06c(084370)<\/p>\n\n\n\n

-\uc131\uaca9 : \uc2a4\uc719~\uc911\uae30
-\ucd94\ucc9c\uac00 : 46,250\uc6d0
-\ubaa9\ud45c\uac00 : 52,000\uc6d0
-\uc190\uc808\uac00 : 38,500\uc6d0<\/p>\n\n\n\n

-\uae30\uc5c5 \uac1c\uc694<\/p>\n\n\n\n

\uc8fc\ub825 \uc81c\ud488\uc740 \ubc18\ub3c4\uccb4 \uc804\uacf5\uc815 \ubc15\ub9c9\uc99d\ucc29\uc5d0 \uc0ac\uc6a9\ub418\ub294 Single type LPCVD(Low Pressure Chemical Vapor Deposition) \uc7a5\ube44\ub85c, LPCVD \uc7a5\ube44\ub294 \uc800\uc555 \uace0\uc628 \uacf5\uc815\uc5d0\uc11c \ubc15\ub9c9 \uc99d\ucc29\uc774 \uc774\ub904\uc9c0\uba70, Step Coverage(\ub2e8\ucc28 \uade0\uc77c\uc131)\uac00 \uc6b0\uc218\ud568. \ud2b9\ud788 \ub3d9\uc0ac\uc758 Single Type LPCVD \uc7a5\ube44\ub294 DRAM \uc120\ub2e8\uacf5\uc815\uc5d0\uc11c Epitaxial(Si\uc6e8\uc774\ud37c \uc704\uc5d0 \uace0\uc21c\ub3c4\uc758 \uc800\uacb0\ud568 \ubc15\ub9c9\uc744 \uc313\ub294 \uac83) Growth\uac00 \uac00\ub2a5\ud568. \uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4, \ub9c8\uc774\ud06c\ub860(MU) \ub4f1 \uae00\ub85c\ubc8c \uc8fc\uc694 DRAM \uc5c5\uccb4\ub4e4\uc5d0 LPCVD \uc7a5\ube44\ub97c \ub0a9\ud488 \uc911\uc784. 5G, \uc790\uc728\uc8fc\ud589, IoT, AI \ubc1c\ub2ec\ub85c \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \ud655\uc0b0\ub418\uace0 \ubaa8\ubc14\uc77c\u00b7PC \uad50\uccb4\uc218\uc694 \uc99d\uac00\ub85c \uc124\ube44\ud22c\uc790 \ud655\ub300\uac00 \uc608\uc0c1\ub428.<\/p>\n\n\n\n

-\ud22c\uc790 \ud3ec\uc778\ud2b8<\/p>\n\n\n\n

\u25a0\uc720\uc9c4\ud14c\ud06c\uc758 2\ubd84\uae30 \uc608\uc0c1 \uc2e4\uc801\uc740 \ub9e4\ucd9c\uc561 1000\uc5b5\uc6d0(YoY +28.7%), \uc601\uc5c5\uc774\uc775 141\uc5b5\uc6d0(YoY +41.9%)\uc73c\ub85c, 1\ubd84\uae30\ub97c \uc800\uc810\uc73c\ub85c \ud655\uc5f0\ud55c \uc2e4\uc801 \ud134\uc5b4\ub77c\uc6b4\ub4dc\ub97c \ubcf4\uc5ec\uc904 \uac83\uc73c\ub85c \uc608\uc0c1\ub428<\/p>\n\n\n\n

\u25a02\ubd84\uae30 \ud638\uc2e4\uc801\uc758 \uc6d0\uc778\uc740 \uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4 \ub4f1 \uae00\ub85c\ubc8c DRAM \uace0\uac1d\uc0ac\ub4e4\uc758 \uc2e0\uaddc \uacf5\uc815 \uc99d\uc124\ud5a5 LPCVD \uc704\uc8fc \uc7a5\ube44 \uacf5\uae09\uc774 \ud06c\uac8c \uc99d\uac00\ud558\ub294\ub370 \ub530\ub974\uba70, \ud2b9\ud788 \uc8fc \uace0\uac1d\uc0ac\uc778 \uc0bc\uc131\uc804\uc790\uc758 \ud3c9\ud0dd P4 1cnm \uce90\ud30c \uc99d\uc124\uc774 \uc2e4\uc801 \uc99d\uac00\uc5d0 \uc77c\uc870\ud588\uc744 \uac83\uc73c\ub85c \uc608\uc0c1 \uc911<\/p>\n\n\n\n

\u25a0\uc0bc\uc131\uc804\uc790\ub294 2026\ub144 HBM4 \ubc0f LPDDR5 \uc218\uc694\uc5d0 \ub300\ube44\ud574 \ucda9\ubd84\ud55c CAPA\ub97c \ud655\ubcf4\ud558\uae30 \uc704\ud574 \ud3c9\ud0dd P4, P5 \ud22c\uc790 \uc18d\ub3c4\ub97c \uc55e\ub2f9\uaca8 \uc2e4\ud589\ud560 \uc900\ube44\ub97c \ud558\uace0 \uc788\uace0, \ud2b9\ud788 P4 \uc911\uc2ec\uc758 \uacfc\uac10\ud55c \ud22c\uc790 \uc9d1\ud589\uc774 \uc608\uc0c1\ub428<\/p>\n\n\n\n

\u25a0\uc62c\ud574 \ud558\ubc18\uae30 \uc0bc\uc131\uc804\uc790\uc758 P4 DRAM CAPA \uad6c\ucd95\uc744 \uc704\ud55c \uc7a5\ube44 \ubc1c\uc8fc \uc0ac\uc774\ud074\uc740 \ub0b4\ub144\uae4c\uc9c0 \uc774\uc5b4\uc9c8 \uac83\uc73c\ub85c \uc804\ub9dd \uc911<\/p>\n\n\n\n

\u25a0\uc720\uc9c4\ud14c\ud06c\ub294 \ub450\uaed8 \ubc0f \uade0\uc77c\ub3c4 \uc81c\uc5b4\uac00 \uac00\ub2a5\ud55c LPCVD \uc2dc\uc7a5\uc5d0\uc11c \uc555\ub3c4\uc801\uc778 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud558\uace0 \uc788\uc5b4, \uc0bc\uc131\uc804\uc790\uc758 1-c DRAM CAPEX \uc9d1\ud589\uc5d0 \uc9c1\uc811\uc801\uc778 \uc218\ud61c\ub97c \ub204\ub9b4 \uac83<\/p>\n\n\n\n

\u25a0\uc0bc\uc131\uc804\uc790, SK\ud558\uc774\ub2c9\uc2a4, Micron \ub4f1 \uc8fc\uc694 DRAM \uacf5\uae09\uc0ac\ub4e4\uc740 1cnm \uc704\uc8fc Tech migration \ud22c\uc790\ub97c \uc9c4\ud589 \uc911<\/p>\n\n\n\n

\u25a0\uc774\ub7ec\ud55c DRAM \uc804\ud658\ud22c\uc790 \ud750\ub984 \uc18d \uc720\uc9c4\ud14c\ud06c\ub294 \ub2e4\uc218 \uacf5\uc815\uc744 \ub2e8\uc77c \uc7a5\ube44\ub85c \uc218\ud589 \uac00\ub2a5\ud55c \ud074\ub7ec\uc2a4\ud130 \uc7a5\ube44 \uacf5\uae09\uc744 \ud655\ub300\ud558\uace0 Batch \ud0c0\uc785 Epitaxy(Epi) \uc7a5\ube44 \uacf5\uae09\uc744 \uc810\ucc28 \ud655\ub300\ud560 \uc804\ub9dd<\/p>\n\n\n\n

\u25a0\uba54\ubaa8\ub9ac \uc5c5\ud669 \ubcc0\ub3d9\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 DRAM \uacf5\uae09\uc0ac\ub4e4\uc758 \uc120\ub2e8 \uacf5\uc815 \ud22c\uc790\ub294 \uc9c0\uc18d\ub420 \uc804\ub9dd\uc774\uba70, \uace0\uac1d\uc0ac\ub4e4\uc758 \uc120\ub2e8 \uacf5\uc815 \ud22c\uc790\uc5d0 \ubc1c\ub9de\ucdb0 \uc720\uc9c4\ud14c\ud06c\uc758 Batch \ud0c0\uc785 Epi \uc7a5\ube44 \ub4f1 \uc81c\ud488\uad70 \ub2e4\ubcc0\ud654\uc5d0 \uc8fc\ubaa9\ud574\uc57c \ud568<\/p>\n\n\n\n

\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n<\/figure>\n","protected":false},"excerpt":{"rendered":"

(\uc774\ubbf8\uc9c0 \ub0b4 \uae00\uc790\uac00 \uc798 \ubcf4\uc774\uc9c0 \uc54a\uc73c\uba74 \uc6f9\ube0c\ub77c\uc6b0\uc800, \ud734\ub300\ud3f0 \ud654\uba74\uc744 ‘\uac00\ub85c\ud654\uba74’\uc73c\ub85c \ubcf4\uc2dc\uac70\ub098, \uc774\ubbf8\uc9c0\ub97c \ud074\ub9ad\ud558\uba74 \ud655\ub300\ud574\uc11c \ubcf4\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.) (\ucd94\ucc9c\uc8fc\ub294 \uc81c\uc2dc\ud574\ub4dc\ub9b0 \ucd94\ucc9c\uac00 \uc774\ud558 \uad6c\uac04\uc5d0\uc11c \ubd84\ud560 \ub9e4\uc218\ub97c \uad8c\uc7a5 \ub4dc\ub9bd\ub2c8\ub2e4. \ub9e4\uc218 \ube44\uc911\uc740 \uac1c\uac1c\uc778\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uc0c1\ud669\uc5d0 \ub530\ub77c \uacb0\uc815\ud558\uc2dc\uba74 \ub418\ub294\ub370, 1\uac1c \uc885\ubaa9\uc5d0 \ube44\uc911\uc744 70% \uc774\uc0c1 \uac00\uc838\uac00\ub294 \uac83\uc740 \ucd94\ucc9c \ub4dc\ub9ac\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.) \u2605\uc720\uc9c4\ud14c\ud06c(084370) -\uc131\uaca9 : \uc2a4\uc719~\uc911\uae30-\ucd94\ucc9c\uac00 : 46,250\uc6d0-\ubaa9\ud45c\uac00 : 52,000\uc6d0-\uc190\uc808\uac00 : 38,500\uc6d0 -\uae30\uc5c5 […]<\/p>\n","protected":false},"author":1,"featured_media":71762,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"acf":[],"yoast_head":"\n[08.12] \ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc : \uc0bc\uc131\uc804\uc790 \ud22c\uc790 \uc0ac\uc774\ud074\uc774 \uc7ac\uac1c\ub41c\ub2e4! \uc8fc\ubaa9\ud574\uc57c \ud560 \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc8fc - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hibulls.com\/?p=71761\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"[08.12] \ud22c\ubfd4(1++) \ucd94\ucc9c\uc8fc : \uc0bc\uc131\uc804\uc790 \ud22c\uc790 \uc0ac\uc774\ud074\uc774 \uc7ac\uac1c\ub41c\ub2e4! \uc8fc\ubaa9\ud574\uc57c \ud560 \ubc18\ub3c4\uccb4 \uc7a5\ube44\uc8fc - \ud558\uc774\ubd88\uc2a4(Hi,Bulls)\" \/>\n<meta property=\"og:description\" content=\"(\uc774\ubbf8\uc9c0 \ub0b4 \uae00\uc790\uac00 \uc798 \ubcf4\uc774\uc9c0 \uc54a\uc73c\uba74 \uc6f9\ube0c\ub77c\uc6b0\uc800, \ud734\ub300\ud3f0 \ud654\uba74\uc744 ‘\uac00\ub85c\ud654\uba74’\uc73c\ub85c \ubcf4\uc2dc\uac70\ub098, \uc774\ubbf8\uc9c0\ub97c \ud074\ub9ad\ud558\uba74 \ud655\ub300\ud574\uc11c \ubcf4\uc2e4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.) 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