{"id":13133,"date":"2026-09-10T12:54:56","date_gmt":"2026-09-10T04:54:56","guid":{"rendered":"https:\/\/www.lxbchip.com\/?p=13133"},"modified":"2026-09-11T12:59:49","modified_gmt":"2026-09-11T04:59:49","slug":"global-semiconductor-market-surges-in-h1-2026-driven-by-ai-and-memory-chip-demand","status":"publish","type":"post","link":"https:\/\/www.lxbchip.com\/ko\/global-semiconductor-market-surges-in-h1-2026-driven-by-ai-and-memory-chip-demand\/","title":{"rendered":"AI \ubc0f \uba54\ubaa8\ub9ac \uce69 \uc218\uc694\uc5d0 \ud798\uc785\uc5b4 2026\ub144 \uc0c1\ubc18\uae30 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uae09\uc131\uc7a5"},"content":{"rendered":"

WSTS\uac00 \ubc1c\ud45c\ud55c \ucd5c\uc2e0 \ud1b5\uacc4\uc5d0 \ub530\ub974\uba74, 2026\ub144 \uc0c1\ubc18\uae30 \uc804 \uc138\uacc4 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc740 \ub180\ub77c\uc6b4 \uc131\uc7a5\uc138\ub97c \ubcf4\uc600\uc73c\uba70, \ucd1d \uc2dc\uc7a5 \uaddc\ubaa8\ub294 $702\uc5b5\uc5d0 \ub2ec\ud574 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 100% \uc774\uc0c1 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud3ed\ubc1c\uc801\uc778 \uc131\uc7a5\uc740 \uc8fc\ub85c AI \uc778\ud504\ub77c, \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \uc2dc\uc2a4\ud15c, \ucca8\ub2e8 \uba54\ubaa8\ub9ac \uce69 \uae30\uc220\uc5d0 \ub300\ud55c \ub300\uaddc\ubaa8 \uc790\ubcf8 \ud22c\uc790\uac00 \uc8fc\ub3c4\ud55c \uac83\uc73c\ub85c, \uc804\uc790 \ubd80\ud488\uc758 \uae00\ub85c\ubc8c \uc218\uae09 \uad6c\ub3c4\ub97c \uc7ac\ud3b8\ud558\uace0 \uc788\ub2e4.<\/p>\n

\"\"<\/p>\n

\uba54\ubaa8\ub9ac \uce69\uc740 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \uac15\ub825\ud55c \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\ub294 \ubd80\ubb38\uc73c\ub85c \ub450\uac01\uc744 \ub098\ud0c0\ub0b4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub300\uaddc\ubaa8 AI \ub370\uc774\ud130 \uc13c\ud130 \uac74\uc124\uc5d0 \ud798\uc785\uc5b4 \uba54\ubaa8\ub9ac \uc2dc\uc7a5\uc740 2026\ub144 \uc0c1\ubc18\uae30 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 300% \uc774\uc0c1\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. DRAM\uacfc NAND \ud50c\ub798\uc2dc \uc81c\ud488 \ubaa8\ub450 \uacf5\uae09 \ubd80\uc871 \uc0c1\ud669\uc774 \uc9c0\uc18d\ub418\uace0 \uc788\uc73c\uba70, \uc5c5\uacc4 \ubd84\uc11d\uac00\ub4e4\uc740 \uacf5\uae09 \ubd80\uc871\uc774 2026\ub144 \ub0b4\ub0b4 \uc774\uc5b4\uc9c0\uace0 \ub0b4\ub144\uae4c\uc9c0 \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uace0 \uc788\ub2e4. \ub85c\uc9c1 \uce69 \uc5ed\uc2dc \uc804\ub144 \ub3d9\uae30 \ub300\ube44 45% \uc99d\uac00\ud558\uba70 \uacac\uc870\ud55c \uc131\uc7a5\uc138\ub97c \uc720\uc9c0\ud588\ub2e4. \uac70\uc758 \ubaa8\ub4e0 \ubc18\ub3c4\uccb4 \ubd80\ubb38\uc5d0\uc11c \uae0d\uc815\uc801\uc778 \uc131\uc7a5\uc138\ub97c \uae30\ub85d\ud588\uc73c\uba70, \uc774\ub294 \uac00\uc804, \uc0b0\uc5c5\uc6a9 \uc81c\uc5b4, \uc790\ub3d9\ucc28 \uc804\uc790\uae30\uae30, \ud1b5\uc2e0 \uc778\ud504\ub77c \ub4f1 \uad11\ubc94\uc704\ud55c \ubd84\uc57c\uc5d0\uc11c \uc2dc\uc7a5\uc774 \ud638\ud669\uc744 \ub204\ub9ac\uace0 \uc788\uc74c\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n

WSTS\ub294 \ucd5c\uadfc \ubcf4\uace0\uc11c\uc5d0\uc11c \uc5f0\uac04 \uc804\ub9dd\uce58\ub97c \uc5c5\ub370\uc774\ud2b8\ud588\ub2e4. 2026\ub144 \uc804 \uc138\uacc4 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \ucd1d \ub9e4\ucd9c\uc740 $1.655\uc870\ub85c \uc804\ub9dd\ub418\uba70, \uc774\ub294 \uc804\ub144 \ub300\ube44 108% \uc99d\uac00\ud55c \uc218\uce58\ub85c, \ubd04\ucca0 \uc804\ub9dd\uce58\ubcf4\ub2e4 18\ud37c\uc13c\ud2b8 \ud3ec\uc778\ud2b8 \ub192\uc740 \uc218\uc900\uc774\ub2e4. 2027\ub144\uc744 \ub0b4\ub2e4\ubcf4\uba74, \uc2dc\uc7a5\uc740 \uc57d $2.1\uc870\uae4c\uc9c0 \uacc4\uc18d \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc131\uc7a5\ub960\uc740 29%\uc5d0 \uc721\ubc15\ud560 \uc804\ub9dd\uc774\ub2e4.<\/p>\n

AI \ucef4\ud4e8\ud305 \ubd90\uc740 \uc774\ub7ec\ud55c \uc0ac\uc774\ud074\uc758 \ud575\uc2ec \ub3d9\ub825\uc785\ub2c8\ub2e4. \uc0dd\uc131\ud615 AI \ubaa8\ub378\uc740 \ub9c9\ub300\ud55c \uba54\ubaa8\ub9ac \ub300\uc5ed\ud3ed\uacfc \uc800\uc7a5 \uc6a9\ub7c9\uc744 \ud544\uc694\ub85c \ud558\uae30 \ub54c\ubb38\uc5d0, \ud074\ub77c\uc6b0\ub4dc \uc5c5\uccb4\uc640 AI \uc11c\ubc84 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \ud558\ub4dc\uc6e8\uc5b4\ub97c \uc9c0\uc18d\uc801\uc73c\ub85c \uc5c5\uadf8\ub808\uc774\ub4dc\ud574\uc57c\ub9cc \ud569\ub2c8\ub2e4. \uac01 \uace0\uc131\ub2a5 AI \uc11c\ubc84\uc5d0\ub294 \uc218\uc2ed \uac1c\uc758 \ub300\uc6a9\ub7c9 DRAM \ubc0f NAND \uce69\uc774 \ud544\uc694\ud558\uba70, \uc774\ub294 \uc804 \uc138\uacc4 \uba54\ubaa8\ub9ac \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \uc9c1\uc811\uc801\uc73c\ub85c \uc18c\ubaa8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0, \ub9ce\uc740 \ud558\ub958 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc774 \uc9c0\uc815\ud559\uc801 \uc704\ud5d8\uc73c\ub85c \uc778\ud55c \uacf5\uae09 \ucc28\uc9c8\uc744 \ubc29\uc9c0\ud558\uae30 \uc704\ud574 \uc120\uc81c\uc801\uc778 \uc7ac\uace0 \ud655\ubcf4 \uc804\ub7b5\uc744 \ucc44\ud0dd\ud558\uace0 \uc788\uc5b4, \ubd80\ud488 \uc218\uc694\ub97c \ub354\uc6b1 \ubd80\ucd94\uae30\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

2\ub144\uac04\uc758 \uc7ac\uace0 \uac10\ucd95 \uacfc\uc815\uc744 \uac70\uce5c \ud6c4, \ubc18\ub3c4\uccb4 \uc5c5\uacc4\ub294 \uac74\uc804\ud55c \uc7ac\uace0 \uc218\uc900\uc73c\ub85c \ub3cc\uc544\uc654\uc2b5\ub2c8\ub2e4. \uc131\uc219 \uacf5\uc815 \uce69\uacfc \uc804\ub825 \uad00\ub9ac IC\ub294 \uc810\ucc28 \uac00\uaca9 \uc0c1\uc2b9 \uad6d\uba74\uc5d0 \uc811\uc5b4\ub4e4\uc5c8\uc2b5\ub2c8\ub2e4. TSMC\uc640 \uc0bc\uc131\uc804\uc790\ub97c \ube44\ub86f\ud55c \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4\ub4e4\uc740 \ucca8\ub2e8 \ubc0f \uc131\uc219 \uacf5\uc815 \uc81c\uc870\uc5d0 \ub300\ud55c \uac00\uaca9 \uc778\uc0c1\uc744 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4. \uc6e8\uc774\ud37c \uac00\uaca9\uc758 \uc0c1\uc2b9\uc138\ub294 \ud558\ub958 \uce69 \uc81c\ud488\uc73c\ub85c \uc774\uc5b4\uc9c8 \uac83\uc774\uba70, \uc774\ub294 \uce69 \uc124\uacc4 \ubc0f \uc720\ud1b5 \uae30\uc5c5\ub4e4\uc758 \uc774\uc775 \ud68c\ubcf5\uc73c\ub85c \uc774\uc5b4\uc9c8 \uc804\ub9dd\uc774\ub2e4.<\/p>\n

LXB Semicon\uacfc \uac19\uc740 \ubd80\ud488 \uc720\ud1b5\uc5c5\uccb4\uc5d0\uac8c \uc774 \uae09\uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5\uc740 \uae30\ud68c\uc640 \ub3c4\uc804 \uacfc\uc81c\ub97c \ub3d9\uc2dc\uc5d0 \uc548\uaca8\uc90d\ub2c8\ub2e4. \uacf5\uae09 \uc8fc\uae30\uac00 \ucd09\ubc15\ud55c \uc0c1\ud669\uc5d0\uc11c \uc720\ud1b5\uc5c5\uccb4\ub294 \uc0b0\uc5c5\uc6a9 \uace0\uac1d\ub4e4\uc774 \uae34 \ub9ac\ub4dc \ud0c0\uc784\uc73c\ub85c \uc778\ud55c \uc0dd\uc0b0 \uc911\ub2e8 \uc704\ud5d8\uc744 \ud53c\ud560 \uc218 \uc788\ub3c4\ub85d \uc0ac\uc804\uc5d0 \uc548\uc815\uc801\uc778 \uc7ac\uace0 \uacf5\uae09\ucc98\ub97c \ud655\ubcf4\ud558\uace0 \ub2e4\uc591\ud55c \uacf5\uae09\uc5c5\uccb4 \ucc44\ub110\uc744 \uc720\uc9c0\ud574\uc57c \ud569\ub2c8\ub2e4. \ub9ce\uc740 \uc0b0\uc5c5\uc6a9 \ubc0f \uc784\ubca0\ub514\ub4dc \ud504\ub85c\uc81d\ud2b8\ub294 \uc124\uacc4 \uc8fc\uae30\uac00 \uae38\uae30 \ub54c\ubb38\uc5d0, \uc5d4\uc9c0\ub2c8\uc5b4\ub4e4\uc740 \uacac\uc801 \ub2e8\uacc4\ubd80\ud130 \uc591\uc0b0 \ub2e8\uacc4\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0 \uc548\uc815\uc801\uc778 \ubd80\ud488 \uacf5\uae09\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uc7ac\uace0 \ud655\ubcf4\uc640 \uc815\ud488 \ubd80\ud488\uc5d0 \ub300\ud55c \uc644\ubcbd\ud55c \ucd94\uc801 \uac00\ub2a5\uc131\uc740 \uace0\uac1d\uc774 \uacf5\uae09\uc5c5\uccb4\ub97c \uc120\uc815\ud560 \ub54c \ud575\uc2ec\uc801\uc778 \ud3c9\uac00 \uc9c0\ud45c\uac00 \ub429\ub2c8\ub2e4.<\/p>\n

\uc2dc\uc7a5 \uc804\ub9dd\uc740 \uc5ec\uc804\ud788 \ub099\uad00\uc801\uc774\uc9c0\ub9cc, \uc704\ud5d8 \uc694\uc778\uc740 \uc5ec\uc804\ud788 \uc874\uc7ac\ud569\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uc0dd\uc0b0 \ub2a5\ub825\uc758 \uae09\uc18d\ud55c \ud655\ub300\ub85c \uc778\ud574 2027\ub144 \uc774\ud6c4 \uacf5\uae09 \uacfc\uc789\uc774 \ubc1c\uc0dd\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uae00\ub85c\ubc8c \uac70\uc2dc\uacbd\uc81c \uc5ec\uac74\uc758 \ubcc0\ub3d9\uc740 \ud074\ub77c\uc6b0\ub4dc \ubc0f \uc0b0\uc5c5 \ubd84\uc57c \uace0\uac1d\uc0ac\uc758 \uc790\ubcf8 \uc9c0\ucd9c\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uac83\uc785\ub2c8\ub2e4. \ubd80\ud488 \uad6c\ub9e4\uc5c5\uccb4\ub294 BOM(\uc790\uc7ac\uba85\uc138\uc11c) \uacc4\ud68d\uc744 \ud569\ub9ac\uc801\uc73c\ub85c \uc218\ub9bd\ud558\uace0, \ud575\uc2ec \uce69\uc5d0 \ub300\ud55c \uc7a5\uae30 \uacf5\uae09 \uacc4\uc57d\uc744 \ud655\uc815\ud558\uba70, \uc2e0\ub8b0\ud560 \uc218 \uc788\ub294 \uc720\ud1b5\uc5c5\uccb4\uc640 \ud611\ub825\ud558\uc5ec \uc7ac\uace0 \ube44\uc6a9\uacfc \uacf5\uae09 \uc548\uc815\uc131 \uac04\uc758 \uade0\ud615\uc744 \ub9de\ucd94\ub294 \uac83\uc774 \uc88b\uc2b5\ub2c8\ub2e4.<\/p>","protected":false},"excerpt":{"rendered":"

The global semiconductor industry delivered remarkable growth performance in the first half of 2026, with the total market size hitting<\/p>","protected":false},"author":1,"featured_media":13137,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-13133","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\/13133","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=13133"}],"version-history":[{"count":0,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/posts\/13133\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/media\/13137"}],"wp:attachment":[{"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/media?parent=13133"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/categories?post=13133"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lxbchip.com\/ko\/wp-json\/wp\/v2\/tags?post=13133"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}