{"id":2767,"date":"2026-10-15T00:59:01","date_gmt":"2026-10-14T15:59:01","guid":{"rendered":"https:\/\/onepress.co.kr\/?post_type=briefing&p=2767"},"modified":"2026-10-15T01:00:21","modified_gmt":"2026-10-14T16:00:21","slug":"2026-10-15-asml-capacity-ko","status":"publish","type":"briefing","link":"https:\/\/onepress.co.kr\/index.php\/briefing\/2026-10-15-asml-capacity-ko\/","title":{"rendered":"ASML, \ubd84\uae30 \ub9e4\ucd9c 117\uc5b5 \uc720\ub85c\u20262027~2028\ub144 \uc7a5\ube44 \uacf5\uae09 \ubd80\uc871 \uc804\ub9dd"},"content":{"rendered":"

2026-10-15 00:59:01 KST<\/strong><\/p>\n

ASML\uc774 10\uc6d4 14\uc77c 3\ubd84\uae30 \ub9e4\ucd9c \uc57d 117\uc5b5 \uc720\ub85c\ub97c \ubc1c\ud45c\ud558\uace0, \ud604\uc7ac \uacc4\ud68d\ud55c \uc0dd\uc0b0\ub7c9\uc73c\ub85c\ub294 2027\ub144\uacfc 2028\ub144 \uace0\uac1d \uc218\uc694\ub97c \ubaa8\ub450 \ucc44\uc6b0\uae30 \uc5b4\ub835\ub2e4\uace0 \uc804\ub9dd\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub9e4\ucd9c\uc740 \uc9c0\ub09c \ubd84\uae30\uc758 \uc2e4\uc801\uc774\uc9c0\ub9cc \uacf5\uae09 \ubd80\uc871\uc740 \ud68c\uc0ac\uc758 \uc608\uc0c1\uc774\uba70, AI \ud22c\uc790\ub098 \uc8fc\uac00 \uc0c1\uc2b9\uc774 \ubcf4\uc7a5\ub41c\ub2e4\ub294 \ub73b\uc740 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n

117\uc5b5 \uc720\ub85c\ub294 \ubb34\uc5c7\uc744 \ud310 \ub3c8\uc778\uac00<\/h2>\n

ASML\uc740 \ubc18\ub3c4\uccb4\ub97c \uc9c1\uc811 \ud310\ub9e4\ud558\ub294 \ud68c\uc0ac\uac00 \uc544\ub2c8\ub77c \uce69 \ud68c\ub85c\uc758 \ubbf8\uc138\ud55c \ubb34\ub2ac\ub97c \ub9cc\ub4dc\ub294 \uc7a5\ube44\uc640 \uad00\ub828 \uc11c\ube44\uc2a4\ub97c \uacf5\uae09\ud569\ub2c8\ub2e4. \ubc1c\ud45c \ud45c\uc758 \uc815\ud655\ud55c \uc21c\ub9e4\ucd9c\uc740 116\uc5b56200\ub9cc \uc720\ub85c\uc774\uba70, \uc81c\ubaa9\uc758 117\uc5b5\uc740 \ubc18\uc62c\ub9bc\ud55c \uac12\uc785\ub2c8\ub2e4. \uc21c\uc774\uc775\uc740 49\uc5b56000\ub9cc \uc720\ub85c\uc785\ub2c8\ub2e4. \ub9e4\ucd9c\uc5d0\ub294 \uc0c8 \uc7a5\ube44\ub9cc \uc544\ub2c8\ub77c \uc774\ubbf8 \uc124\uce58\ub41c \uc7a5\ube44\uc758 \uc11c\ube44\uc2a4\uc640 \uc131\ub2a5 \ud5a5\uc0c1\ub3c4 \ud3ec\ud568\ub418\ubbc0\ub85c, \ub9e4\ucd9c \uc99d\uac00\ub97c \uc0c8 \uae30\uacc4 \ub300\uc218\uc758 \uc99d\uac00\uc640 \uac19\uc740 \ub73b\uc73c\ub85c \uc77d\uc73c\uba74 \uc548 \ub429\ub2c8\ub2e4.<\/p>\n

\uace0\uac1d\uc758 \uad00\uc2ec\uc774 \uc65c \uc0dd\uc0b0 \uacc4\ud68d\uc744 \ud754\ub4dc\ub098<\/h2>\n

\ud68c\uc0ac\ub294 AI \uad00\ub828 \ud22c\uc790\uc5d0 \ub300\ud55c \uace0\uac1d\uc758 \uae30\ub300\uac00 \ub2e8\uae30\u00b7\uc911\uae30 \uc7a5\ube44 \uc218\uc694\ub97c \ub192\uc774\uace0 \uc788\ub2e4\uace0 \uc124\uba85\ud588\uc2b5\ub2c8\ub2e4. \uc77c\ubd80 \uace0\uac1d\uc740 2029\ub144, \uc2ec\uc9c0\uc5b4 2030\ub144 \uc8fc\ubb38\uc5d0\ub3c4 \uad00\uc2ec\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uad00\uc2ec\uacfc \uccb4\uacb0\ub41c \uc8fc\ubb38\uc740 \ub2e4\ub985\ub2c8\ub2e4. Reuters\ub294 \uace0\uac1d\uc0ac\uc758 \uc0dd\uc0b0 \ud655\ub300\uc640 \uae30\uc874 \uc7a5\ube44 \uac1c\uc120\ub3c4 \ud568\uaed8 \uc124\uba85\ud588\uc2b5\ub2c8\ub2e4. \uc0c8 \uacf5\uc7a5\uacfc \ubcf5\uc7a1\ud55c \uc7a5\ube44 \uacf5\uae09\uc740 \uc2dc\uac04\uc774 \uac78\ub9ac\ubbc0\ub85c, \ubbf8\ub798 \uc218\uc694 \uc608\uc0c1\uc774 \ucee4\uc838\ub3c4 \uac19\uc740 \uc2dc\uae30\uc5d0 \uacf5\uae09\ub7c9\uc774 \uc989\uc2dc \ub298\uc9c0\ub294 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n

\"ASML,
\uc8fc\uc81c\ub97c \uc124\uba85\ud558\ub294 AI \uc0dd\uc131 \uc774\ubbf8\uc9c0\uc785\ub2c8\ub2e4. \uc2e4\uc81c \uc0ac\uc9c4\u00b7\uad00\uce21 \uc790\ub8cc\u00b7\uc608\ubcf4 \uc9c0\ub3c4\ub098 \uc7a5\uba74\u00b7\uc218\uce58\u00b7\uc124\uacc4\uc758 \uc815\ud655\ud55c \uc7ac\ud604\uc774 \uc544\ub2d9\ub2c8\ub2e4.<\/figcaption><\/figure>\n

\uc5f0\uac04 \uc804\ub9dd\uc5d0\uc11c \ud655\uc815\ub418\uc9c0 \uc54a\uc740 \ubd80\ubd84<\/h2>\n

\uc62c\ud574 \uc804\uccb4 \ub9e4\ucd9c \uc608\uc0c1\uc740 440\uc5b5~450\uc5b5 \uc720\ub85c\uc774\uace0, 4\ubd84\uae30 \uc608\uc0c1\uc740 142\uc5b5~152\uc5b5 \uc720\ub85c\uc785\ub2c8\ub2e4. \uc774 \ubc94\uc704\ub294 \uc774\ubbf8 \ubc8c\uc5b4\ub4e4\uc778 \ub9e4\ucd9c\uc5d0 \ubbf8\ub798 \ubd84\uae30 \uc608\uc0c1\uae4c\uc9c0 \ub354\ud55c \uc804\ub9dd\uc785\ub2c8\ub2e4. \ud68c\uc0ac\ub294 2028\ub144 \uc0dd\uc0b0\ub2a5\ub825\uc744 \uc774\uc804\uc5d0 \uc124\uba85\ud55c 30% \ud655\ub300\ubcf4\ub2e4 \ub354 \ub298\ub9b4 \ubc29\ubc95\uc744 \uac80\ud1a0\ud55c\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. \uac80\ud1a0\uac00 \ud655\uc815\ub41c \ucd94\uac00 \uc0dd\uc0b0\ub7c9\uc740 \uc544\ub2c8\uba70, \uace0\uac1d \ud22c\uc790\u00b7\ubd80\ud488 \uc870\ub2ec\u00b7\uc218\ucd9c \uc81c\ud55c \ub4f1\uc5d0 \ub530\ub77c \uacb0\uacfc\uac00 \ub2ec\ub77c\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub2e4\uc74c \ubc1c\ud45c\uc5d0\uc11c \ubb34\uc5c7\uc744 \ube44\uad50\ud560\uae4c<\/h2>\n

\ub2e4\uc74c \uc2e4\uc801\uc5d0\uc11c\ub294 \uc7a5\ube44 \uc778\ub3c4\uc640 \uc11c\ube44\uc2a4 \ub9e4\ucd9c, \uace0\uac1d\uc758 \uad00\uc2ec\uc774 \uc2e4\uc81c \uc8fc\ubb38\uc73c\ub85c \uc774\uc5b4\uc84c\ub294\uc9c0, \ucd94\uac00 \uc0dd\uc0b0\ub2a5\ub825 \uacc4\ud68d\uc774 \uad6c\uccb4\ud654\ub410\ub294\uc9c0\ub97c \ub098\ub220 \ubd10\uc57c \ud569\ub2c8\ub2e4. \uc6d0\ubb38\uc740 \ubbf8\ub798 \uc9c4\uc220\uc758 \ubd88\ud655\uc2e4\uc131\ub3c4 \uba85\uc2dc\ud569\ub2c8\ub2e4. \uc774\ubc88 \ud655\uc778\uc5d0\uc11c\ub294 \uacf5\uc2dd \ubc1c\ud45c \ud398\uc774\uc9c0 \uc9c1\uc811 \uc811\uc18d\uc774 403\uc73c\ub85c \uc81c\ud55c\ub3fc \uac80\uc0c9 \ub3c4\uad6c\uac00 \uc81c\uacf5\ud55c \uacf5\uc2dd \ubc1c\ud45c \ubcf8\ubb38\uacfc Reuters \uc6d0\ubb38\uc744 \ub300\uc870\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub97c \uc804\uccb4 \ud22c\uc790 \uc804\ub9dd\uc758 \uac80\uc99d\uc774\ub098 \uace0\uac1d\uc0ac \ubaa8\ub4e0 \uc8fc\ubb38\uc758 \ud655\uc778\uc73c\ub85c \ud655\ub300\ud558\uc9c0 \uc54a\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc6d0\uc790\ub8cc\uc640 \ub3c5\ub9bd \ud655\uc778<\/h2>\n

\uacf5\uc2dd \ubc1c\ud45c: \uc2e4\uc801\ud45c\u00b7\uacf5\uae09 \uc804\ub9dd. \uc9c1\uc811 \uc811\uc18d 403\uc73c\ub85c \uac80\uc0c9 \ub3c4\uad6c\uc758 \uacf5\uc2dd \ubcf8\ubb38\uc744 \ub300\uc870: ASML: Q3 2026 release<\/a><\/p>\n

\ub3c5\ub9bd \ubcf4\ub3c4: \ud68c\uc0ac \uc218\uce58\u00b7\uace0\uac1d \ud22c\uc790\u00b7\ubcc4\ub3c4 \uc778\ud130\ubdf0\uc640 \uc99d\uc124 \uc124\uba85. \uc8fc\uac00 \uc804\ub9dd\uc740 \uc81c\uc678: Reuters \/ Euronext<\/a><\/p>\n

\ub2e4\ub978 \uc5b8\uc5b4\ub85c \uc77d\uae30<\/h2>\n

\ud55c\uad6d\uc5b4<\/a> \u00b7 English<\/a> \u00b7 Espa\u00f1ol<\/a> \u00b7 \u65e5\u672c\u8a9e<\/a> \u00b7 Ti\u1ebfng Vi\u1ec7t<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\uc2e4\uc801\uacfc \ubbf8\ub798 \uc804\ub9dd\uc744 \ub098\ub220 \uc77d\uc5b4\uc57c \ud569\ub2c8\ub2e4. \uc8fc\ubb38 \uad00\uc2ec\uc774 \ud655\uc815 \uacc4\uc57d\uc744 \ub73b\ud558\uc9c0\ub294 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":[],"class_list":["post-2767","briefing","type-briefing","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/briefing\/2767","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/briefing"}],"about":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/types\/briefing"}],"wp:attachment":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/media?parent=2767"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}