{"id":15684,"date":"2025-07-25T08:03:44","date_gmt":"2025-07-25T08:03:44","guid":{"rendered":"https:\/\/www.epicmicron.com\/?p=15684"},"modified":"2025-07-25T08:03:47","modified_gmt":"2025-07-25T08:03:47","slug":"critical-shortage-of-semiconductor-materials","status":"publish","type":"post","link":"https:\/\/www.epicmicron.com\/ko\/critical-shortage-of-semiconductor-materials\/","title":{"rendered":"\ubc18\ub3c4\uccb4 \uc18c\uc7ac\uc758 \uc2ec\uac01\ud55c \ubd80\uc871"},"content":{"rendered":"<p>Recently, a major news emerged from the semiconductor industry. Japanese CMP (Chemical Mechanical Polishing) slurry giant AGC (formerly Asahi Glass Co., Ltd.) has announced a supply halt. It has been reported that its Fab1 DSTI slurry (Material Number: M2701505, AGC-TW) has been suspended. This sudden development has drawn the attention of industry insiders.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"750\" height=\"499\" src=\"https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC.webp\" alt=\"\" class=\"wp-image-15685\" style=\"width:752px;height:auto\" srcset=\"https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC.webp 750w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC-300x200.webp 300w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC-18x12.webp 18w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/AGC-600x399.webp 600w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/><figcaption class=\"wp-element-caption\"><em>AGC\uc758 \uc2ac\ub7ec\ub9ac<\/em><\/figcaption><\/figure>\n\n\n\n<p>\ubd84\uc11d\uac00\ub4e4\uc740 \uacf5\uae09 \ucc28\uc9c8\uc758 \uc9c1\uc811\uc801\uc778 \uc6d0\uc778\uc774 \ub300\ub9cc\uc758 \uc8fc\uc694 \ubc18\ub3c4\uccb4 \ud654\ud559\ubb3c\uc9c8\uc5d0 \ub300\ud55c \uc0c8\ub85c\uc6b4 \uc218\ucd9c \uac80\ud1a0 \uc815\ucc45\uc774\ub77c\uace0 \uc9c0\uc801\ud569\ub2c8\ub2e4. \uc774 \uc815\ucc45\uc740 \ud2b9\uc815 \uace0\uae09 \uc18c\uc7ac\uc758 \uc218\ucd9c\uc5d0 \ub300\ud55c \ub354\uc6b1 \uc5c4\uaca9\ud55c \ud1b5\uc81c\ub97c \uac15\ud654\ud569\ub2c8\ub2e4. \uc774\ub294 \ucca8\ub2e8 \uc81c\uc870 \uacf5\uc815\uc5d0 \ud544\uc694\ud55c \uc5ec\ub7ec \uc81c\ud488 \ubaa8\ub378\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n\n\n\n<p>AGC\ub294 \ub300\ub9cc\uc5d0 \uc0dd\uc0b0 \uae30\uc9c0\ub97c \ub450\uace0 \uc788\uc73c\uba70, \uc8fc\ub85c \uc544\uc2dc\uc544 \uc2dc\uc7a5\uc5d0 \uacf5\uae09\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uc911\uad6d \ubcf8\ud1a0\uc758 \uc5ec\ub7ec \ub2e4\uc6b4\uc2a4\ud2b8\ub9bc \uc6e8\uc774\ud37c \ud339\uc740 \uae34\uae09\ud558\uac8c \ub300\uc548\uc744 \ubaa8\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubd80 \ud339\uc740 \ub2e4\ub978 \ud574\uc678 \uacf5\uae09\uc5c5\uccb4 \ubc0f \uad6d\ub0b4 \ube0c\ub79c\ub4dc\ub85c\ubd80\ud130 \uc870\ub2ec\uc744 \ub298\ub9ac\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uacf5\uae09 \ubd80\uc871 \ud604\uc0c1\uc774 \uc9c0\uc18d\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">CMP: \uc6e8\uc774\ud37c\ub97c \uc704\ud55c \ucd08\ud3c9\ud0c4 \uc2a4\ud14c\uc774\uc9c0<\/h2>\n\n\n\n<p>\uc9d1\uc801 \ud68c\ub85c \uae30\uc220\uc758 \ubc1c\uc804, \ud2b9\ud788 \uc11c\ube0c\ub9c8\uc774\ud06c\ub860 \uc2dc\ub300\uc758 \ub3c4\ub798\uc640 \ud568\uaed8, \ud53c\ucc98 \ud06c\uae30 \uac10\uc18c\uc640 \uc18c\uc790 \ubc00\ub3c4 \ud5a5\uc0c1\uc5d0 \ub300\ud55c \uc694\uad6c\uac00 \uc99d\uac00\ud568\uc5d0 \ub530\ub77c \uce35\uac04 \ud3c9\ud0c4\ub3c4\uc758 \uc911\uc694\uc131\uc774 \ub354\uc6b1 \ucee4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c \ubc18\ub3c4\uccb4 \uae30\ud310\uc758 \ucd08\uc815\ubc00 \ud45c\uba74 \ucc98\ub9ac \ubc0f \uace0\ud488\uc9c8 \ud45c\uba74 \ud488\uc9c8\uc5d0 \ub300\ud55c \uc694\uad6c\uac00 \uc9c0\uc18d\uc801\uc73c\ub85c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ud604\uc7ac, \ud654\ud559 \uae30\uacc4\uc801 \uc5f0\ub9c8(Chemical Mechanical Polishing)<a href=\"https:\/\/en.wikipedia.org\/wiki\/Chemical-mechanical_polishing\">\uc528\uc5e0\ud53c<\/a>)\ub294 \uae00\ub85c\ubc8c \ud3c9\ud0c4\ud654\ub97c \ub2ec\uc131\ud560 \uc218 \uc788\ub294 \uc720\uc77c\ud55c \ud575\uc2ec \uae30\uc220\uc785\ub2c8\ub2e4. \uc9d1\uc801 \ud68c\ub85c \ubd80\ud488\uc758 \ucd5c\uc18c \ud53c\ucc98 \ud06c\uae30\uac00 7nm, \uc2ec\uc9c0\uc5b4 5nm\uae4c\uc9c0 \uc791\uc544\uc9d0\uc5d0 \ub530\ub77c CMP \uae30\uc220\uc740 \ucd5c\uadfc \uc218\uc2ed \ub144 \ub3d9\uc548 \ube60\ub974\uac8c \ubc1c\uc804\ud574 \uc654\uc2b5\ub2c8\ub2e4. CMP \uae30\uc220\uc758 \uc5f0\ub9c8 \uc815\ubc00\ub3c4\ub294 \uc774\uc81c \ub098\ub178\ubbf8\ud130 \uc218\uc900\uc5d0 \ub3c4\ub2ec\ud558\uc5ec \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5d0 \ub110\ub9ac \ucc44\ud0dd\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>CMP\ub294 \ub098\ub178 \uc2a4\ucf00\uc77c \uc9d1\uc801 \ud68c\ub85c \uc0dd\uc0b0\uc758 \ud45c\uc900 \uacf5\uc815\uc73c\ub85c \uc790\ub9ac \uc7a1\uc558\uc73c\uba70, \ubb34\uc5b4\uc758 \ubc95\uce59\uc758 \uc9c0\uc18d\uc801\uc778 \ubc1c\uc804\uc744 \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \uacf5\uc815\uc5d0\uc11c CMP\ub294 \uc6e8\uc774\ud37c \ud45c\uba74\uc744 \ub9e4\uc6b0 \ud3c9\ud0c4\ud558\uac8c \uc720\uc9c0\ud558\uc5ec \ub9ac\uc18c\uadf8\ub798\ud53c \ubc0f \uc5d0\uce6d\uacfc \uac19\uc740 \ud6c4\uc18d \ub2e8\uacc4\ub97c \uc704\ud55c \uacac\uace0\ud55c \uae30\ubc18\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. CMP\ub294 \ucca8\ub2e8 \uce69 \uc81c\uc870\uc5d0 \ud544\uc218\uc801\uc778 \uacf5\uc815\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc2ac\ub7ec\ub9ac \ud575\uc2ec \uc18c\uc7ac \ubd84\uc57c\uc758 \ud68d\uae30\uc801\uc778 \uae30\uc220\uc5d0 \ub300\ud55c \uae34\uae09\ud55c \ud544\uc694\uc131<\/h2>\n\n\n\n<p>CMP\ub294 \uc5f0\ub9c8\uc561\uacfc \ub300\uc0c1 \ubb3c\uc9c8 \uc0ac\uc774\uc758 \ud654\ud559 \ubc18\uc751\uc744 \ud1b5\ud574 \ubb3c\uc9c8\uc744 \uc81c\uac70\ud558\uace0 \ud45c\uba74 \ud3c9\ud0c4\ub3c4\ub97c \ud5a5\uc0c1\uc2dc\ud0b5\ub2c8\ub2e4. \uc2ac\ub7ec\ub9ac \ub0b4 \uc5f0\ub9c8 \uc785\uc790\uc758 \uae30\uacc4\uc801 \uc791\uc6a9\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img decoding=\"async\" width=\"574\" height=\"349\" src=\"https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/\u56fe\u72471_\u526f\u672c.webp\" alt=\"\" class=\"wp-image-15686\" style=\"width:754px;height:auto\" srcset=\"https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/\u56fe\u72471_\u526f\u672c.webp 574w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/\u56fe\u72471_\u526f\u672c-300x182.webp 300w, https:\/\/www.epicmicron.com\/wp-content\/uploads\/2025\/07\/\u56fe\u72471_\u526f\u672c-18x12.webp 18w\" sizes=\"(max-width: 574px) 100vw, 574px\" \/><figcaption class=\"wp-element-caption\"><em>CMP \uacf5\uc815\uc758 \uac1c\ub7b5\ub3c4<\/em><\/figcaption><\/figure>\n\n\n\n<p>\ub530\ub77c\uc11c \uc5f0\ub9c8\uc561\uc740 CMP \uacf5\uc815\uc758 \ud575\uc2ec \uc18c\ubaa8\ud488 \uc911 \ud558\ub098\uc774\uba70, \uadf8 \uc131\ub2a5\uc740 \uc5f0\ub9c8 \ud6a8\uc728\uacfc \uce69 \ud45c\uba74 \ud488\uc9c8\uc5d0 \uc9c1\uc811\uc801\uc778 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ud604\uc7ac \uae00\ub85c\ubc8c CMP \uc2ac\ub7ec\ub9ac \uc2dc\uc7a5\uc740 \uace0\ub3c4\ub85c \uc9d1\uc911\ub418\uc5b4 \uc788\uc73c\uba70, \ubbf8\uad6d\uacfc \uc77c\ubcf8 \uc81c\uc870\uc5c5\uccb4\uac00 \uc2dc\uc7a5\uc758 80% \uc774\uc0c1\uc744 \uc7a5\uc545\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc77c\ubcf8 \uae30\uc5c5\uc740 \uace0\uae09 \ubd80\ubb38\uc744 \uc9c0\ubc30\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc77c\ubd80 \uc911\uad6d \uae30\uc5c5\uc774 \uc800\uac00 \ubc0f \uc911\uac00 \uc81c\ud488\uad70\uc5d0\uc11c \ub300\uccb4\ub97c \ub2ec\uc131\ud588\uc9c0\ub9cc, \uc911\uac00 \ubc0f \uace0\uac00 \uc81c\ud488\uc758 \uc790\uae09\ub960\uc740 \uc5ec\uc804\ud788 20% \ubbf8\ub9cc\uc73c\ub85c, \uad6d\ub0b4 \ub300\uccb4 \uc81c\ud488\uc758 \ud544\uc694\uc131\uc774 \uc2dc\uae09\ud788 \ub300\ub450\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc911\u00b7\uace0\uae09 \uc5f0\ub9c8\uc561\uc758 \uc790\uae09\uc790\uc871\uc774 \uc5b4\ub824\uc6b4 \uc8fc\uc694 \uc6d0\uc778 \uc911 \ud558\ub098\ub294 \ud575\uc2ec \uc6d0\uc790\uc7ac\uc758 \ud604\uc9c0\ud654\uac00 \ubd88\uc644\uc804\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<br>\uc608\ub97c \ub4e4\uc5b4 \uc5f0\ub9c8\uc7ac\ub97c \uc0b4\ud3b4\ubcf4\uaca0\uc2b5\ub2c8\ub2e4. CMP\uc5d0\uc11c \uac00\uc7a5 \uc77c\ubc18\uc801\uc73c\ub85c \uc0ac\uc6a9\ub418\ub294 \uc138 \uac00\uc9c0 \uc5f0\ub9c8\uc7ac\ub294 Al\u2082O\u2083, SiO\u2082, CeO\u2082\uc785\ub2c8\ub2e4. \uc774 \uc5f0\ub9c8\uc7ac\ub4e4\uc740 \uc6e8\uc774\ud37c \ud45c\uba74\uc5d0\uc11c \uc7ac\ub8cc\ub97c \uc81c\uac70\ud558\ub294 \ub370 \ud544\uc694\ud55c \uae30\uacc4\uc801 \ud798\uc744 \uc81c\uacf5\ud558\uba70 CMP \uc2ac\ub7ec\ub9ac\uc758 \ud544\uc218 \uc6d0\ub8cc\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc694\uc57d<\/h2>\n\n\n\n<p>SMIC\uc640 \ud654\ud64d \ubc18\ub3c4\uccb4 \ub4f1 14nm \uc774\ud558 \uc0dd\uc0b0 \ub77c\uc778\uc5d0\uc11c\ub294 \uc6d4 1,000\ud1a4 \uc774\uc0c1\uc758 \uc5f0\ub9c8 \uc2ac\ub7ec\ub9ac\ub97c \uc18c\ube44\ud558\ub294 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\uc2b5\ub2c8\ub2e4. \uacf5\uae09\uc774 \uac10\uc18c\ud558\uba74 \uc0dd\uc0b0 \ub77c\uc778 \uac00\ub3d9\uc774 \uc911\ub2e8\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ud55c \uc8fc\uc694 \uc6e8\uc774\ud37c \uc81c\uc870 \uc5c5\uccb4\ub294 \uc5f0\ub9c8 \uc2ac\ub7ec\ub9ac \uc7ac\uace0\uac00 \uc77c\ubc18\uc801\uc73c\ub85c 1~2\uac1c\uc6d4\ubc16\uc5d0 \uc9c0\uc18d\ub418\uc9c0 \uc54a\ub294\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. \uacf5\uae09 \ucc28\uc9c8\uc774 \uc9c0\uc18d\ub420 \uacbd\uc6b0, 3\ubd84\uae30 \uc0dd\uc0b0 \uc6a9\ub7c9\uc774 10%\uae4c\uc9c0 \uac10\uc18c\ud560 \uc218 \uc788\uc5b4 \uc0c1\ud669\uc774 \ub9e4\uc6b0 \uae34\uae09\ud574\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc774 \uc0ac\uac74\uc740 \uacbd\uace0\uc758 \uc758\ubbf8\ub97c \uac16\uc2b5\ub2c8\ub2e4. \uacf5\uae09\ub9dd \ubcf4\uc548\uc740 \uc7a5\ube44\uc640 \uce69\uc5d0\ub9cc \uad6d\ud55c\ub418\uc9c0 \uc54a\uace0 \uc5f0\ub9c8 \uc2ac\ub7ec\ub9ac\uc640 \uace0\uc21c\ub3c4 \uc54c\ub8e8\ubbf8\ub098\uc640 \uac19\uc740 \uc0c1\ub958 \uc7ac\ub8cc\uc640 \uac19\uc740 \uc911\uc694\ud55c \uc18c\ubaa8\ud488\ub3c4 \ud3ec\ud568\ub418\uba70, \ub450 \uac00\uc9c0 \ubaa8\ub450 \uc5ec\uc804\ud788 \ucde8\uc57d\ud55c \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc911\uad6d \ubc18\ub3c4\uccb4 \uc18c\uc7ac \uc0b0\uc5c5\uc740 \ub300\uc678 \uc758\uc874\ub3c4\ub97c \uc904\uc774\uae30 \uc704\ud55c \ub178\ub825\uc744 \uac00\uc18d\ud654\ud574\uc57c \ud569\ub2c8\ub2e4. \uadf8\ub807\uc9c0 \uc54a\uc73c\uba74 \uc720\uc0ac\ud55c \uc704\uae30\uac00 \uc7ac\ubc1c\ud558\uc5ec \uc911\uad6d \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uc7a5\uae30\uc801\uc778 \ubc1c\uc804\uc744 \uc704\ud611\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc5d0\ud53d \ud30c\uc6b0\ub354<\/h2>\n\n\n\n<p>\uc7ac\ub8cc \uac00\uacf5 \ubd84\uc57c\uc758 \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \ud30c\ud2b8\ub108\ub85c\uc11c <a href=\"https:\/\/www.epicmicron.com\/ko\/products\/\">\uc5d0\ud53d \ud30c\uc6b0\ub354 \uba38\uc2dc\ub108\ub9ac<\/a> \uace0\uc131\ub2a5 \ubd84\uc1c4 \ubc0f \ubd84\uae09 \uc7a5\ube44 \uc0dd\uc0b0\uc744 \uc804\ubb38\uc73c\ub85c \ud569\ub2c8\ub2e4. \ubbf8\ubd84\ub9d0 \uae30\uc220\uc5d0 \ub300\ud55c \uae4a\uc740 \uc804\ubb38\uc131\uc744 \ubc14\ud0d5\uc73c\ub85c \uc54c\ub8e8\ubbf8\ub098, \uc2e4\ub9ac\uce74, \uae30\ud0c0 \uace0\uc21c\ub3c4 \ubd84\ub9d0 \ub4f1 \ud575\uc2ec \uc18c\uc7ac \uc81c\uc870\ub97c \uc704\ud55c \ub9de\ucda4\ud615 \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\uc5ec \ubc18\ub3c4\uccb4 \ubc0f \uc804\uc790 \uc18c\uc7ac \uc0b0\uc5c5\uc744 \uc9c0\uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"PVA \ud30c\uc6b0\ub354 \uc81c\ud2b8 \ubc00 \uae30\uacc4-EPIC\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/V0gQbmLiY7k?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" 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