{"id":12794,"date":"2026-07-03T15:47:47","date_gmt":"2026-07-03T07:47:47","guid":{"rendered":"https:\/\/www.lxbchip.com\/?p=12794"},"modified":"2026-07-03T15:47:47","modified_gmt":"2026-07-03T07:47:47","slug":"global-ai-server-power-ic-demand-explodes-8-inch-wafer-capacity-fully-occupied-industrial-control-chip-lead-times-keep-extending-in-q3-2026","status":"publish","type":"post","link":"https:\/\/www.lxbchip.com\/ko\/global-ai-server-power-ic-demand-explodes-8-inch-wafer-capacity-fully-occupied-industrial-control-chip-lead-times-keep-extending-in-q3-2026\/","title":{"rendered":"\uc804 \uc138\uacc4 AI \uc11c\ubc84\uc6a9 \ud30c\uc6cc IC \uc218\uc694 \uae09\uc99d, 8\uc778\uce58 \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825 \uc644\uc804 \uac00\ub3d9\u2026 2026\ub144 3\ubd84\uae30 \uc0b0\uc5c5\uc6a9 \uc81c\uc5b4 \uce69 \ub0a9\uae30 \uae30\uac04 \uacc4\uc18d \uc5f0\uc7a5"},"content":{"rendered":"
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\uc18c\uac1c<\/p>\n
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2026\ub144 3\ubd84\uae30, AI \uc11c\ubc84 \ub9c8\ub354\ubcf4\ub4dc, GPU \ubcf4\uc870 \uc804\uc6d0 \ubaa8\ub4c8 \ubc0f \uace0\uc804\ub958 PMIC\uc5d0 \ub300\ud55c \uc804 \uc138\uacc4 \uc218\uc694\uac00 \uacc4\uc18d\ud574\uc11c \uc2e0\uae30\ub85d\uc744 \uacbd\uc2e0\ud558\uace0 \uc788\ub2e4. \uc8fc\uc694 \uc6e8\uc774\ud37c \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4\ub4e4\uc740 AI \uc804\ub825 \ubc18\ub3c4\uccb4\uc5d0 8\uc778\uce58 \uc131\uc219 \uacf5\uc815 \uc0dd\uc0b0 \ub2a5\ub825 40% \uc774\uc0c1\uc744 \ubc30\uc815\ud568\uc5d0 \ub530\ub77c, \uc6d0\ub798 \uc0b0\uc5c5\uc6a9 PLC, \uc11c\ubcf4 \ub4dc\ub77c\uc774\ube0c, \uc13c\uc11c \uc2e0\ud638 \uc218\uc9d1 \uce69\uc5d0 \uc0ac\uc6a9\ub418\ub358 \uc81c\uc870 \uc790\uc6d0\uc774 \uae09\uaca9\ud788 \ubd80\uc871\ud574\uc9c0\uace0 \uc788\ub2e4. ON Semiconductor, TI, ADI\ub97c \ube44\ub86f\ud55c \ub2e4\uc218\uc758 \uc544\ub0a0\ub85c\uadf8 \ubc0f \ud30c\uc6cc IC \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uace0\uac1d\ub4e4\uc5d0\uac8c 7\uc6d4\ubd80\ud130 \uc0b0\uc5c5\uc6a9 \uc81c\ud488\uc758 \ub0a9\uae30 \uae30\uac04\uc774 6~12\uc8fc \ub354 \uc5f0\uc7a5\ub420 \uac83\uc774\ub77c\uace0 \ud1b5\ubcf4\ud588\ub2e4. \ub9ce\uc740 \uc790\ub3d9\ud654 \uc7a5\ube44 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc790\uc7ac \ubd80\uc871 \uc704\ud5d8\uc5d0 \uc9c1\uba74\ud55c \ubc18\uba74, LXBCHIP\uc740 \uc790\ub3d9\ud654 \uace0\uac1d\uc0ac\uc758 \uc0dd\uc0b0 \ucc28\uc9c8\uc744 \ubc29\uc9c0\ud558\uae30 \uc704\ud574 \ub300\ub7c9\uc758 \uc0b0\uc5c5\uc6a9 \uce69\uc744 \ud604\ubb3c \uc2dc\uc7a5\uc73c\ub85c \ud655\ubcf4\ud574 \ub450\uace0 \uc788\ub2e4.<\/p><\/div>\n

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    \n
  1. AI \ud30c\uc6cc \uce69 \uc6a9\ub7c9 \ubc0f \uc810\uc720 \ud604\ud669 \uc138\ubd80 \uc815\ubcf4\n
    <\/div>\n

    \ud074\ub77c\uc6b0\ub4dc \uac70\ub300 \uae30\uc5c5\ub4e4\uc740 AI \ub370\uc774\ud130\uc13c\ud130 \uac74\uc124\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \ud655\ub300\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub85c \uc778\ud574 \ub2e4\ub2e8\uacc4 \ubc85 PMIC, \uace0\uc804\ub958 \uac8c\uc774\ud2b8 \ub4dc\ub77c\uc774\ubc84 \ubc0f \uace0\uc804\uc555 MOSFET\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \ud3ed\ubc1c\uc801\uc73c\ub85c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TSMC, SMIC, UMC\uc640 \uac19\uc740 \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4\ub4e4\uc740 AI \uc804\ub825\uc6a9 \uc6e8\uc774\ud37c \uc8fc\ubb38\uc744 \ucd5c\uc6b0\uc120\uc73c\ub85c \ucc98\ub9ac\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc815\ubc00 \uc5f0\uc0b0 \uc99d\ud3ed\uae30(op-amp), \uc808\uc5f0\ud615 ADC, \ubaa8\ud130 \uc81c\uc5b4 \ub4dc\ub77c\uc774\ubc84 \ubc0f \uc77c\ubc18 MCU\ub97c \ud3ec\ud568\ud55c \uae30\uc874 \uc0b0\uc5c5\uc6a9 \uce69\uc758 \uacbd\uc6b0, \uc6d4\uac04 \uc6e8\uc774\ud37c \ubc30\uc815\ub7c9\uc774 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 30%\u201345% \uac10\uc18c\ud588\ub2e4.<\/li>\n

  2. \uc0b0\uc5c5 \uc790\ub3d9\ud654 \uc0b0\uc5c5\uc5d0 \ubbf8\uce58\ub294 \ubd80\uc815\uc801 \uc601\ud5a5<\/li>\n<\/ol>\n<\/div>\n
    \n
      \n
    • \uc11c\ubcf4 \ub4dc\ub77c\uc774\ube0c \ubc0f \uc778\ubc84\ud130 \uc81c\uc870\uc0ac: ST \ud30c\uc6cc MOS, TI C2000 DSP \ub0a9\uae30 \uae30\uac04\uc774 24~36\uc8fc\ub85c \ub298\uc5b4\ub0ac\ub2e4<\/li>\n
    • \uc0b0\uc5c5\uc6a9 \uc2e0\ud638 \uc218\uc9d1 \uc7a5\ube44: ADI \uc808\uc5f0 \uc99d\ud3ed\uae30, ON \uc804\ub958 \uac10\uc9c0 IC\ub294 \uacf5\uc2dd \uc720\ud1b5 \uacbd\ub85c\ub97c \ud1b5\ud574 \uad6c\ud558\uae30 \uc5b4\ub835\ub2e4<\/li>\n
    • \uc7a5\uae30 \ud339 \uacc4\uc57d\uc774 \uc5c6\ub294 \uc911\uc18c \uaddc\ubaa8 \uc790\ub3d9\ud654 \uacf5\uc7a5\ub4e4\uc740 \uc548\uc815\uc801\uc778 \uce69 \uacf5\uae09\uc744 \ud655\ubcf4\ud558\uc9c0 \ubabb\ud574 \uc2dc\uc81c\ud488 \ubc0f \uc591\uc0b0 \uc77c\uc815\uc774 \uc9c0\uc5f0\ub418\uace0 \uc788\ub2e4<\/li>\n<\/ul>\n<\/div>\n
      \n
        \n
      1. LXBCHIP, \uc548\uc815\uc801\uc778 \uc0b0\uc5c5\uc6a9 \uce69 \ud604\ubb3c \uacf5\uae09\uc758 \uac15\uc810\n
        <\/div>\n

        \uc6b0\ub9ac\ub294 \uc0dd\uc0b0 \ub2a5\ub825 \ubd80\uc871\uc774 \ub354\uc6b1 \uc2ec\ud654\ub418\uae30 \uc804\uc5d0 \ucda9\ubd84\ud55c \uc0b0\uc5c5\uc6a9 \uc81c\uc5b4 \ubd80\ud488\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uae00\ub85c\ubc8c \uc0c1\ub958 \uacf5\uae09\uc5c5\uccb4\ub4e4\uacfc \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4:<\/li>\n<\/ol>\n<\/div>\n

        \n
          \n
        • \ubc00\ubd09\ub41c \ud3ec\uc7a5 \uc0c1\ud0dc\uc758 \uc0b0\uc5c5\uc6a9 \uc544\ub0a0\ub85c\uadf8, \uc804\uc6d0, MCU \ubc0f DSP \uc81c\ud488 \uc804\uccb4 \ub77c\uc778\uc5c5\uc758 \uc815\ud488 \uc7ac\uace0<\/li>\n
        • AI \uc6a9\ub7c9 \uacfc\ubc00\ud654\ub85c \uc778\ud55c \ucd94\uac00 \uc694\uae08 \ubd80\uacfc \uc5c6\uc74c<\/li>\n
        • \uc0d8\ud50c \uc2dc\ud5d8 \uacf5\uae09 \ubc0f \ub300\ub7c9 \ubc30\uce58\uc758 \uc9c0\uc18d\uc801\uc778 \ub0a9\ud488 \uc9c0\uc6d0<\/li>\n
        • \uc644\uc804 \uc790\ub3d9\ud654 \uc7a5\ube44\uc758 \uc790\uc7ac\uba85\uc138\uc11c(BOM)\ub97c \uc704\ud55c \uc804\ubb38\uc801\uc778 BOM \ub9e4\uce6d\n
          <\/div>\n

          \uacb0\ub860<\/p>\n

          <\/div>\n

          AI \uc11c\ubc84\uc640 \uc0b0\uc5c5\uc6a9 \uc81c\uc5b4 \ubd84\uc57c \uac04\uc758 8\uc778\uce58 \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825 \ud655\ubcf4 \uacbd\uc7c1\uc740 2026\ub144 \ub0b4\ub0b4 \uc9c0\uc18d\ub420 \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc790\ub3d9\ud654 \uae30\uc5c5\ub4e4\uc740 \uc790\uc7ac \uc870\ub2ec \uacc4\ud68d\uc744 \uc55e\ub2f9\uaca8\uc57c \ud569\ub2c8\ub2e4. LXBCHIP \uc601\uc5c5\ud300\uc5d0 \ubb38\uc758\ud558\uc5ec \uc989\uc2dc \ucd9c\ud558 \uac00\ub2a5\ud55c \uc7ac\uace0 \ud604\ud669\uc744 \ud655\uc778\ud558\uace0, \uc608\uc815\ubcf4\ub2e4 \uc55e\uc11c \ubd80\ud488 \uacf5\uae09\uc744 \ud655\ubcf4\ud558\uc2dc\uae30 \ubc14\ub78d\ub2c8\ub2e4.<\/p>\n

          <\/div>\n

          \ud0a4\uc6cc\ub4dc: AI \uc11c\ubc84\uc6a9 \uc804\ub825 IC \uc218\uc694 \uae09\uc99d, 8\uc778\uce58 \uc6e8\uc774\ud37c \uc0dd\uc0b0 \ub2a5\ub825 \ubd80\uc871, \uc0b0\uc5c5\uc6a9 \uc81c\uc5b4 \uce69\uc758 \uae34 \ub9ac\ub4dc\ud0c0\uc784, ON Semiconductor PMIC \uc7ac\uace0, LXBCHIP \uc0b0\uc5c5 \uc790\ub3d9\ud654 \uce69<\/li>\n<\/ul>\n<\/div>","protected":false},"excerpt":{"rendered":"

          Introduction Global demand for AI server motherboards, GPU auxiliary power modules and high-current PMICs continues to break records in Q3<\/p>","protected":false},"author":1,"featured_media":12795,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-12794","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/posts\/12794","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/comments?post=12794"}],"version-history":[{"count":0,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/posts\/12794\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/media\/12795"}],"wp:attachment":[{"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/media?parent=12794"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/categories?post=12794"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/tags?post=12794"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}