{"id":511,"date":"2026-03-05T11:00:01","date_gmt":"2026-03-05T02:00:01","guid":{"rendered":"https:\/\/lifeis-picnic.com\/?p=511"},"modified":"2026-03-03T21:00:43","modified_gmt":"2026-03-03T12:00:43","slug":"silicon-photonics-cpo-optical-value-chain-analysis","status":"publish","type":"post","link":"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/","title":{"rendered":"\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f CPO \uae30\ubc18 \uad11\ud559 \ubc38\ub958\uccb4\uc778 \uc2ec\uce35 \ubd84\uc11d"},"content":{"rendered":"<div id=\"model-response-message-contentr_d30dc971894cb6c9\" class=\"markdown markdown-main-panel stronger enable-updated-hr-color\" dir=\"ltr\" aria-live=\"polite\" aria-busy=\"false\">\n<p data-path-to-node=\"0\">\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4<\/p>\n<p id=\"p-rc_4e98dd3c08b7e028-19\" data-path-to-node=\"0\"><span data-path-to-node=\"0,0\">\uc548\ub155\ud558\uc138\uc694. <\/span><\/p>\n<p data-path-to-node=\"0\"><span data-path-to-node=\"0,6\"><span class=\"citation-2\">\uac10\uc815\ubcf4\ub2e4\ub294 \ucca0\uc800\ud55c \uc218\uce58\uc640 \ud329\ud2b8\uc5d0 \uae30\ubc18\ud574 \uc2dc\uc7a5\uc744 \ub0c9\ucca0\ud558\uac8c \ubd84\uc11d\ud558\ub294 \uc5ec\ub7ec\ubd84\uc744 \uc704\ud574, \uc624\ub298\uc740 \ucc28\uc138\ub300 AI \uc778\ud504\ub77c\uc758 \ud5a5\ubc29\uc744 \uac00\ub97c \uc544\uc8fc \uc911\uc694\ud55c \uc2ec\uce35 \ubd84\uc11d \ub9ac\ud3ec\ud2b8\ub97c \uc900\ube44\ud588\uc5b4\uc694<\/span><\/span><span data-path-to-node=\"0,8\">.<\/span><\/p>\n<hr \/>\n<div class=\"source-inline-chip-container ng-star-inserted\"><\/div>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_55 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\" role=\"button\"><label for=\"item-6a05d59bcfbbd\" ><span class=\"\"><span style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewbox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewbox=\"0 0 24 24\" version=\"1.2\" baseprofile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input aria-label=\"Toggle\" type=\"checkbox\"  id=\"item-6a05d59bcfbbd\"><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#%EC%84%9C%EB%A1%A0_AI_%EC%9D%B8%ED%94%84%EB%9D%BC%EC%9D%98_%EC%83%88%EB%A1%9C%EC%9A%B4_%EC%9E%84%EA%B3%84%EC%A0%90%EA%B3%BC_%EC%8B%A4%EB%A6%AC%EC%BD%98_%ED%8F%AC%ED%86%A0%EB%8B%89%EC%8A%A4_%EA%B8%B0%EC%88%A0%EC%9D%98_%EB%B6%80%EC%83%81\" title=\"\uc11c\ub860: AI \uc778\ud504\ub77c\uc758 \uc0c8\ub85c\uc6b4 \uc784\uacc4\uc810\uacfc \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc220\uc758 \ubd80\uc0c1\">\uc11c\ub860: AI \uc778\ud504\ub77c\uc758 \uc0c8\ub85c\uc6b4 \uc784\uacc4\uc810\uacfc \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc220\uc758 \ubd80\uc0c1<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#AI_%EA%B4%91%ED%95%99_%EB%B0%B8%EB%A5%98%EC%B2%B4%EC%9D%B8_%ED%95%B5%EC%8B%AC_%EC%9A%94%EC%95%BD\" title=\"AI \uad11\ud559 \ubc38\ub958\uccb4\uc778 \ud575\uc2ec \uc694\uc57d\">AI \uad11\ud559 \ubc38\ub958\uccb4\uc778 \ud575\uc2ec \uc694\uc57d<\/a><ul class='ez-toc-list-level-3'><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#%EC%A0%84%EB%A0%A5_%EC%9E%A5%EB%B2%BD_%EB%8F%8C%ED%8C%8C\" title=\"\uc804\ub825 \uc7a5\ubcbd \ub3cc\ud30c\">\uc804\ub825 \uc7a5\ubcbd \ub3cc\ud30c<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#%ED%8F%AD%EB%B0%9C%EC%A0%81_%EC%8B%9C%EC%9E%A5_%EC%84%B1%EC%9E%A5\" title=\"\ud3ed\ubc1c\uc801 \uc2dc\uc7a5 \uc131\uc7a5\">\ud3ed\ubc1c\uc801 \uc2dc\uc7a5 \uc131\uc7a5<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#%EC%B2%A8%EB%8B%A8_%EC%9E%A5%EB%B9%84_%EB%8F%85%EC%A0%90_%EB%B0%B8%EB%A5%98\" title=\"\ucca8\ub2e8 \uc7a5\ube44 \ub3c5\uc810 \ubc38\ub958\">\ucca8\ub2e8 \uc7a5\ube44 \ub3c5\uc810 \ubc38\ub958<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#1_%ED%88%AC%EC%9E%90_%EB%A7%A4%EC%B2%B4%EC%9D%98_%EB%85%BC%EB%A6%AC_%ED%9D%90%EB%A6%84_%EA%B8%B0%EB%B0%98_%EC%B4%88%EC%95%88_%ED%99%95%EB%A6%BD\" title=\"1. \ud22c\uc790 \ub9e4\uccb4\uc758 \ub17c\ub9ac \ud750\ub984 \uae30\ubc18 \ucd08\uc548 \ud655\ub9bd\">1. \ud22c\uc790 \ub9e4\uccb4\uc758 \ub17c\ub9ac \ud750\ub984 \uae30\ubc18 \ucd08\uc548 \ud655\ub9bd<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#2_%EA%B5%AC%EB%A6%ACCopper%EC%9D%98_%EB%AC%BC%EB%A6%AC%EC%A0%81_%ED%95%9C%EA%B3%84%EC%99%80_%EC%8B%A4%EB%A6%AC%EC%BD%98_%ED%8F%AC%ED%86%A0%EB%8B%89%EC%8A%A4%EC%9D%98_%ED%95%84%EC%97%B0%EC%84%B1\" title=\"2. \uad6c\ub9ac(Copper)\uc758 \ubb3c\ub9ac\uc801 \ud55c\uacc4\uc640 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uc758 \ud544\uc5f0\uc131\">2. \uad6c\ub9ac(Copper)\uc758 \ubb3c\ub9ac\uc801 \ud55c\uacc4\uc640 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uc758 \ud544\uc5f0\uc131<\/a><ul class='ez-toc-list-level-3'><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#%EB%8C%80%EC%97%AD%ED%8F%AD%EA%B3%BC_%EC%A0%84%EB%A0%A5%EC%9D%98_%EB%AC%BC%EB%A6%AC%EC%A0%81_%EC%9E%A5%EB%B2%BD_Power_Wall\" title=\"\ub300\uc5ed\ud3ed\uacfc \uc804\ub825\uc758 \ubb3c\ub9ac\uc801 \uc7a5\ubcbd (Power Wall)\">\ub300\uc5ed\ud3ed\uacfc \uc804\ub825\uc758 \ubb3c\ub9ac\uc801 \uc7a5\ubcbd (Power Wall)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#AI_%ED%86%A0%ED%81%AC%EB%85%B8%EB%AF%B9%EC%8A%A4%EB%A5%BC_%EA%B5%AC%EC%9B%90%ED%95%A0_%EA%B4%91%ED%95%99_IO\" title=\"AI \ud1a0\ud06c\ub178\ubbf9\uc2a4\ub97c \uad6c\uc6d0\ud560 \uad11\ud559 I\/O\">AI \ud1a0\ud06c\ub178\ubbf9\uc2a4\ub97c \uad6c\uc6d0\ud560 \uad11\ud559 I\/O<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#3_%ED%95%B5%EC%8B%AC_%EA%B8%B0%EC%88%A0_%ED%8C%A8%EB%9F%AC%EB%8B%A4%EC%9E%84_%EC%8B%A4%EB%A6%AC%EC%BD%98_%ED%8F%AC%ED%86%A0%EB%8B%89%EC%8A%A4%EC%99%80_CPO_%ED%8C%A8%ED%82%A4%EC%A7%95_%EC%A7%84%ED%99%94\" title=\"3. \ud575\uc2ec \uae30\uc220 \ud328\ub7ec\ub2e4\uc784: \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uc640 CPO \ud328\ud0a4\uc9d5 \uc9c4\ud654\">3. \ud575\uc2ec \uae30\uc220 \ud328\ub7ec\ub2e4\uc784: \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uc640 CPO \ud328\ud0a4\uc9d5 \uc9c4\ud654<\/a><ul class='ez-toc-list-level-3'><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#%EC%99%84%EB%B2%BD%ED%95%9C_%EC%9B%90%EA%B0%80_%EC%A0%88%EA%B0%90_%EB%A9%94%EC%BB%A4%EB%8B%88%EC%A6%98\" title=\"\uc644\ubcbd\ud55c \uc6d0\uac00 \uc808\uac10 \uba54\ucee4\ub2c8\uc998\">\uc644\ubcbd\ud55c \uc6d0\uac00 \uc808\uac10 \uba54\ucee4\ub2c8\uc998<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#%EA%B4%91%ED%95%99_%ED%8C%A8%ED%82%A4%EC%A7%95_%EC%95%84%ED%82%A4%ED%85%8D%EC%B2%98_CPO%EC%99%80_LPO\" title=\"\uad11\ud559 \ud328\ud0a4\uc9d5 \uc544\ud0a4\ud14d\ucc98: CPO\uc640 LPO\">\uad11\ud559 \ud328\ud0a4\uc9d5 \uc544\ud0a4\ud14d\ucc98: CPO\uc640 LPO<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#4_%EA%B8%80%EB%A1%9C%EB%B2%8C_%EC%8B%A4%EB%A6%AC%EC%BD%98_%ED%8F%AC%ED%86%A0%EB%8B%89%EC%8A%A4_%EC%8B%9C%EC%9E%A5_%EC%A0%84%EB%A7%9D\" title=\"4. \uae00\ub85c\ubc8c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5 \uc804\ub9dd\">4. \uae00\ub85c\ubc8c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5 \uc804\ub9dd<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#5_%EA%B8%80%EB%A1%9C%EB%B2%8C_%EC%8B%A4%EB%A6%AC%EC%BD%98_%ED%8F%AC%ED%86%A0%EB%8B%89%EC%8A%A4_%EC%A3%BC%EC%9A%94_%EB%B0%B8%EB%A5%98%EC%B2%B4%EC%9D%B8_%EA%B8%B0%EC%97%85_%EB%B6%84%EC%84%9D\" title=\"5. \uae00\ub85c\ubc8c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc8fc\uc694 \ubc38\ub958\uccb4\uc778 \uae30\uc5c5 \ubd84\uc11d\">5. \uae00\ub85c\ubc8c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc8fc\uc694 \ubc38\ub958\uccb4\uc778 \uae30\uc5c5 \ubd84\uc11d<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#6_%EC%8B%A4%EB%A6%AC%EC%BD%98_%ED%8F%AC%ED%86%A0%EB%8B%89%EC%8A%A4_%EB%B3%91%EB%AA%A9%EC%9D%84_%ED%95%B4%EA%B2%B0%ED%95%A0_%EA%B5%AD%EB%82%B4_%EC%88%98%ED%98%9C%EC%A3%BC_Advanced_Packaging\" title=\"6. \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ubcd1\ubaa9\uc744 \ud574\uacb0\ud560 \uad6d\ub0b4 \uc218\ud61c\uc8fc (Advanced Packaging)\">6. \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ubcd1\ubaa9\uc744 \ud574\uacb0\ud560 \uad6d\ub0b4 \uc218\ud61c\uc8fc (Advanced Packaging)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#7_%EC%B0%A8%EC%84%B8%EB%8C%80_%EB%B0%B8%EB%A5%98%EC%B2%B4%EC%9D%B8%EC%9D%B4_%EC%B4%89%EB%B0%9C%ED%95%A0_3%EB%8C%80_%ED%8C%8C%EC%83%9D_%ED%86%B5%EC%B0%B0\" title=\"7. \ucc28\uc138\ub300 \ubc38\ub958\uccb4\uc778\uc774 \ucd09\ubc1c\ud560 3\ub300 \ud30c\uc0dd \ud1b5\ucc30\">7. \ucc28\uc138\ub300 \ubc38\ub958\uccb4\uc778\uc774 \ucd09\ubc1c\ud560 3\ub300 \ud30c\uc0dd \ud1b5\ucc30<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#%EA%B2%B0%EB%A1%A0_%EC%8B%A4%EB%A6%AC%EC%BD%98_%ED%8F%AC%ED%86%A0%EB%8B%89%EC%8A%A4%EB%A1%9C_%EC%99%84%EC%84%B1%EB%90%A0_%EB%8B%A4%EC%A4%91_%EC%97%90%EC%9D%B4%EC%A0%84%ED%8A%B8_AI_%EC%8B%9C%EB%8C%80\" title=\"\uacb0\ub860: \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\ub85c \uc644\uc131\ub420 \ub2e4\uc911 \uc5d0\uc774\uc804\ud2b8 AI \uc2dc\ub300\">\uacb0\ub860: \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\ub85c \uc644\uc131\ub420 \ub2e4\uc911 \uc5d0\uc774\uc804\ud2b8 AI \uc2dc\ub300<\/a><ul class='ez-toc-list-level-3'><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/#%F0%9F%92%A1_%EC%9E%90%EC%A3%BC_%EB%AC%BB%EB%8A%94_%EC%A7%88%EB%AC%B8_FAQ\" title=\"\ud83d\udca1 \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38 (FAQ)\">\ud83d\udca1 \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38 (FAQ)<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 data-path-to-node=\"4\"><span class=\"ez-toc-section\" id=\"%EC%84%9C%EB%A1%A0_AI_%EC%9D%B8%ED%94%84%EB%9D%BC%EC%9D%98_%EC%83%88%EB%A1%9C%EC%9A%B4_%EC%9E%84%EA%B3%84%EC%A0%90%EA%B3%BC_%EC%8B%A4%EB%A6%AC%EC%BD%98_%ED%8F%AC%ED%86%A0%EB%8B%89%EC%8A%A4_%EA%B8%B0%EC%88%A0%EC%9D%98_%EB%B6%80%EC%83%81\"><\/span>\uc11c\ub860: AI \uc778\ud504\ub77c\uc758 \uc0c8\ub85c\uc6b4 \uc784\uacc4\uc810\uacfc \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc220\uc758 \ubd80\uc0c1<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-path-to-node=\"3\">\ud604\uc7ac \uc778\uacf5\uc9c0\ub2a5(AI) \ubaa8\ub378\uc774 <b data-path-to-node=\"3\" data-index-in-node=\"16\">1\uc870 \uac1c \uc774\uc0c1\uc758 \ud30c\ub77c\ubbf8\ud130<\/b>\ub97c \ucd08\uacfc\ud558\ub294 \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378(LLM)\ub85c \uae09\uc9c4\ud654\ud558\uba74\uc11c, \uae00\ub85c\ubc8c AI \uc778\ud504\ub77c\ub294 \uc804\ub840 \uc5c6\ub294 \ucef4\ud4e8\ud305 \uc790\uc6d0\uacfc \uc804\ub825 \uc555\ubc15\uc5d0 \uc9c1\uba74\ud574 \uc788\uc5b4\uc694.<\/p>\n<p data-path-to-node=\"3\">\uace8\ub4dc\ub9cc\uc0ad\uc2a4\uc5d0 \ub530\ub974\uba74 \ud5a5\ud6c4 \uc218\ub144\uac04 \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc740 AI \uc778\ud504\ub77c \ud655\ucda9\uc5d0 <b data-path-to-node=\"3\" data-index-in-node=\"140\">1\uc870 \ub2ec\ub7ec \uc774\uc0c1<\/b>\uc744 \uc9c0\ucd9c\ud560 \uc804\ub9dd\uc774\uc5d0\uc694.<\/p>\n<p data-path-to-node=\"3\">\ub51c\ub85c\uc774\ud2b8\uc758 \ucd94\uc0b0 \uc5ed\uc2dc \ucda9\uaca9\uc801\uc778\ub370, \ubbf8\uad6d \ub0b4 AI \ub370\uc774\ud130 \uc13c\ud130 \uc804\ub825 \uc218\uc694\uac00 2024\ub144 4GW\uc5d0\uc11c 2035\ub144 <b data-path-to-node=\"3\" data-index-in-node=\"220\">123GW\ub85c 30\ubc30 \ud3ed\uc99d<\/b>\ud560 \uac83\uc73c\ub85c \ub0b4\ub2e4\ubd24\uc8e0.<\/p>\n<p data-path-to-node=\"3\">\uc774\ub7f0 \ub9c9\ub300\ud55c \uc790\ubcf8 \uc9c0\ucd9c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 AI \uc0b0\uc5c5\uc774 \uc218\uc775\uc131 \ud655\ubcf4\uc5d0 \ub09c\ud56d\uc744 \uacaa\ub294 \uadfc\ubcf8\uc801\uc778 \uc6d0\uc778\uc740, \uce69 \uc790\uccb4\uc758 \uc5f0\uc0b0\ub825\uc774 \uc544\ub2cc \uc5f0\uc0b0\ub41c \ub370\uc774\ud130\ub97c \uc774\ub3d9\uc2dc\ud0a4\ub294 **&#8217;\ud1b5\uc2e0 \ubc0f \uc5f0\uacb0(Connectivity)&#8217;**\uc758 \ubb3c\ub9ac\uc801 \ud55c\uacc4\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<hr \/>\n<div style=\"background: linear-gradient(135deg, #1e293b 0%, #0f172a 100%); padding: 40px 20px; border-radius: 16px; margin: 40px 0; font-family: sans-serif; box-shadow: 0 10px 25px -5px rgba(0, 0, 0, 0.3);\">\n<div style=\"text-align: center; margin-bottom: 40px;\">\n<p><span style=\"background: rgba(99, 102, 241, 0.2); color: #818cf8; padding: 6px 12px; border-radius: 20px; font-size: 0.85rem; font-weight: bold; letter-spacing: 1px;\">KEY TAKEAWAYS<\/span><\/p>\n<h2 style=\"color: #ffffff; font-size: 2.2rem; margin: 15px 0 10px 0; font-weight: 800;\"><span class=\"ez-toc-section\" id=\"AI_%EA%B4%91%ED%95%99_%EB%B0%B8%EB%A5%98%EC%B2%B4%EC%9D%B8_%ED%95%B5%EC%8B%AC_%EC%9A%94%EC%95%BD\"><\/span>AI \uad11\ud559 \ubc38\ub958\uccb4\uc778 \ud575\uc2ec \uc694\uc57d<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p style=\"color: #94a3b8; font-size: 1rem;\">\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uac00 \uc774\ub044\ub294 \ub370\uc774\ud130 \uc13c\ud130 \uc778\ud504\ub77c\uc758 \uc9c4\ud654<\/p>\n<\/div>\n<div style=\"display: grid; grid-template-columns: repeat(auto-fit, minmax(250px, 1fr)); gap: 20px; max-width: 1000px; margin: 0 auto;\">\n<div style=\"background: rgba(255, 255, 255, 0.05); border: 1px solid rgba(255, 255, 255, 0.1); padding: 30px; border-radius: 12px; text-align: center;\">\n<div style=\"font-size: 3rem; margin-bottom: 15px;\">\ud83d\udcca<\/div>\n<h3 style=\"color: #cbd5e1; font-size: 1.1rem; margin-bottom: 5px; font-weight: 600;\"><span class=\"ez-toc-section\" id=\"%EC%A0%84%EB%A0%A5_%EC%9E%A5%EB%B2%BD_%EB%8F%8C%ED%8C%8C\"><\/span>\uc804\ub825 \uc7a5\ubcbd \ub3cc\ud30c<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div style=\"font-size: 1.5rem; font-weight: 900; color: #f43f5e; margin: 10px 0;\">&lt; 5 pJ\/bit<\/div>\n<p style=\"color: #64748b; font-size: 0.9rem;\">CPO \ub3c4\uc785\uc73c\ub85c \uad6c\ub9ac\uc120 \ub300\ube44 \uc804\ub825 \uc18c\ubaa8\ub97c \ud68d\uae30\uc801\uc73c\ub85c \ub0ae\ucdb0 AI \ud1a0\ud06c\ub178\ubbf9\uc2a4\ub97c \ud06c\uac8c \uac1c\uc120\ud574\uc694.<\/p>\n<\/div>\n<div style=\"background: rgba(255, 255, 255, 0.05); border: 1px solid rgba(255, 255, 255, 0.1); padding: 30px; border-radius: 12px; text-align: center;\">\n<div style=\"font-size: 3rem; margin-bottom: 15px;\">\ud83d\udcc8<\/div>\n<h3 style=\"color: #cbd5e1; font-size: 1.1rem; margin-bottom: 5px; font-weight: 600;\"><span class=\"ez-toc-section\" id=\"%ED%8F%AD%EB%B0%9C%EC%A0%81_%EC%8B%9C%EC%9E%A5_%EC%84%B1%EC%9E%A5\"><\/span>\ud3ed\ubc1c\uc801 \uc2dc\uc7a5 \uc131\uc7a5<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div style=\"font-size: 1.5rem; font-weight: 900; color: #3b82f6; margin: 10px 0;\">45.0% CAGR<\/div>\n<p style=\"color: #64748b; font-size: 0.9rem;\">\uae00\ub85c\ubc8c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uce69 \uc2dc\uc7a5\uc740 2029\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 45%\uc758 \uacbd\uc774\ub85c\uc6b4 \uc131\uc7a5\uc774 \uc608\uc0c1\ub3fc\uc694.<\/p>\n<\/div>\n<div style=\"background: rgba(255, 255, 255, 0.05); border: 1px solid rgba(255, 255, 255, 0.1); padding: 30px; border-radius: 12px; text-align: center;\">\n<div style=\"font-size: 3rem; margin-bottom: 15px;\">\ud83d\udca1<\/div>\n<h3 style=\"color: #cbd5e1; font-size: 1.1rem; margin-bottom: 5px; font-weight: 600;\"><span class=\"ez-toc-section\" id=\"%EC%B2%A8%EB%8B%A8_%EC%9E%A5%EB%B9%84_%EB%8F%85%EC%A0%90_%EB%B0%B8%EB%A5%98\"><\/span>\ucca8\ub2e8 \uc7a5\ube44 \ub3c5\uc810 \ubc38\ub958<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div style=\"font-size: 1.5rem; font-weight: 900; color: #eab308; margin: 10px 0;\">\ud6c4\uacf5\uc815 \ubcd1\ubaa9 \ud574\uacb0<\/div>\n<p style=\"color: #64748b; font-size: 0.9rem;\">\ucd08\uc815\ubc00 \uce69\ub81b \ud328\ud0a4\uc9d5 \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uad6d\ub0b4 \ubcf8\ub529 \uc7a5\ube44 \ubc0f IP \uae30\uc5c5\ub4e4\uc758 \uad6c\uc870\uc801 \uc218\ud61c\uac00 \ud655\uc815\uc801\uc774\uc5d0\uc694.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<hr data-path-to-node=\"5\" \/>\n<h2 data-path-to-node=\"6\"><span class=\"ez-toc-section\" id=\"1_%ED%88%AC%EC%9E%90_%EB%A7%A4%EC%B2%B4%EC%9D%98_%EB%85%BC%EB%A6%AC_%ED%9D%90%EB%A6%84_%EA%B8%B0%EB%B0%98_%EC%B4%88%EC%95%88_%ED%99%95%EB%A6%BD\"><\/span>1. \ud22c\uc790 \ub9e4\uccb4\uc758 \ub17c\ub9ac \ud750\ub984 \uae30\ubc18 \ucd08\uc548 \ud655\ub9bd<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-path-to-node=\"7\">\ucd5c\uadfc \uacbd\uc81c \ubd84\uc11d \ucc44\ub110 &#8216;\ube48\ub09c\uc0c8\uc758 \ube48\ud2c8\uc5c6\uc774\uc6d4\uac00&#8217; \uc601\uc0c1 \uc2a4\ud06c\ub9bd\ud2b8\ub294 \uad11\ud559 \uae30\uc220 \uc0dd\ud0dc\uacc4\uc758 \ub17c\ub9ac\uc801 \ubf08\ub300\ub97c \uc544\uc8fc \uccb4\uacc4\uc801\uc73c\ub85c \uc804\uac1c\ud558\uace0 \uc788\uc5b4\uc694.<\/p>\n<p data-path-to-node=\"7\">\ud574\ub2f9 \uc601\uc0c1\uc740 \uc9c4\uc9dc \ubcd1\ubaa9 \ud604\uc0c1\uc774 \ub2e8\uc77c \uce69\uc758 \uc5f0\uc0b0 \uc18d\ub3c4\uac00 \uc544\ub2c8\ub77c &#8216;\ub370\uc774\ud130 \uc804\uc1a1&#8217;\uc5d0 \uc788\uc74c\uc744 \uc9c0\uc801\ud558\uba70, \uadf8 \uc720\uc77c\ud55c \ub300\uc548\uc73c\ub85c **\ube5b(Optics)**\uc744 \uc81c\uc2dc\ud558\uc8e0.<\/p>\n<p data-path-to-node=\"7\">\ud2b9\ud788 \uc0dd\ud0dc\uacc4\ub97c \uad11 \uc5d4\uc9c4(\ud30c\uc6b4\ub4dc\ub9ac), \uad11\ud559 \ub9e4\uc9c8(\ucf54\ub2dd), \uae30\ucd08 \uc18c\uc7ac(AXT) \ub4f1 3\ub2e8\uacc4\ub85c \uba85\ud655\ud788 \ubd84\ud574\ud574 \ubc38\ub958\uccb4\uc778\uc744 \ud1b5\ucc30\ub825 \uc788\uac8c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p data-path-to-node=\"7\">\ub2e4\ub9cc \uad00\ub828\uc8fc\ub4e4\uc758 \ub2e8\uae30\uc801 \uacfc\uc5f4\uc744 \uacbd\uacc4\ud558\uba74\uc11c\ub3c4, \uc7a5\uae30\uc801 \uad6c\uc870\uc801 \uc131\uc7a5\uc740 **&#8221;\uc774\uc81c \ub9c9 \uc2dc\uc791\ub41c \ub2e8\uacc4&#8221;**\ub77c\uace0 \ub0c9\uc815\ud558\uac8c \ud3c9\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc624\ub298 \ud3ec\uc2a4\ud305\uc740 \uc774 \ubf08\ub300 \uc704\uc5d0 \ub2e4\uac01\uc801 \uc2dc\uc7a5 \ub370\uc774\ud130\uc640 \ud55c\ubbf8\ubc18\ub3c4\uccb4 \ub4f1 \ud575\uc2ec \uc0dd\ud0dc\uacc4\ub97c \uc5b9\uc5b4 \ub354\uc6b1 \uc785\uccb4\uc801\uc73c\ub85c \ud30c\ud5e4\uccd0 \ubcfc\uac8c\uc694.<\/p>\n<hr \/>\n<h2 data-path-to-node=\"8\"><span class=\"ez-toc-section\" id=\"2_%EA%B5%AC%EB%A6%ACCopper%EC%9D%98_%EB%AC%BC%EB%A6%AC%EC%A0%81_%ED%95%9C%EA%B3%84%EC%99%80_%EC%8B%A4%EB%A6%AC%EC%BD%98_%ED%8F%AC%ED%86%A0%EB%8B%89%EC%8A%A4%EC%9D%98_%ED%95%84%EC%97%B0%EC%84%B1\"><\/span>2. \uad6c\ub9ac(Copper)\uc758 \ubb3c\ub9ac\uc801 \ud55c\uacc4\uc640 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uc758 \ud544\uc5f0\uc131<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-path-to-node=\"9\">\uacfc\uac70 \ub370\uc774\ud130 \uc13c\ud130\ub294 \uc11c\ubc84 \uac04 \ub0a8\ubd81(North-South) \ud1b5\uc2e0 \uc704\uc8fc\uc600\uc9c0\ub9cc, \ubd84\uc0b0 \ub525\ub7ec\ub2dd \uc2dc\ub300\uc778 \uc9c0\uae08\uc740 \uc218\ub9cc \uac1c\uc758 GPU\uac00 \uc2e4\uc2dc\uac04\uc73c\ub85c \ub370\uc774\ud130\ub97c \ub3d9\uae30\ud654\ud558\ub294 <b data-path-to-node=\"9\" data-index-in-node=\"85\">\ub3d9\uc11c(East-West) \ud1b5\uc2e0 \ud2b8\ub798\ud53d<\/b>\uc774 \ud328\ub7ec\ub2e4\uc784\uc774 \ub418\uc5c8\uc5b4\uc694.<\/p>\n<p data-path-to-node=\"9\">\ub9cc\uc57d \ub124\ud2b8\uc6cc\ud06c\uc5d0 \ubcd1\ubaa9\uc774 \ubc1c\uc0dd\ud558\uba74 \uc218\ucc9c \ub2ec\ub7ec\uc9dc\ub9ac \uace0\uac00 GPU\ub4e4\uc774 \uc720\ud734 \uc0c1\ud0dc(Idle)\ub85c \ubc29\uce58\ub418\ub294 \uce58\uba85\uc801\uc778 \ube44\ud6a8\uc728\uc774 \ubc1c\uc0dd\ud558\uc8e0.<\/p>\n<h3 data-path-to-node=\"10\"><span class=\"ez-toc-section\" id=\"%EB%8C%80%EC%97%AD%ED%8F%AD%EA%B3%BC_%EC%A0%84%EB%A0%A5%EC%9D%98_%EB%AC%BC%EB%A6%AC%EC%A0%81_%EC%9E%A5%EB%B2%BD_Power_Wall\"><\/span>\ub300\uc5ed\ud3ed\uacfc \uc804\ub825\uc758 \ubb3c\ub9ac\uc801 \uc7a5\ubcbd (Power Wall)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p data-path-to-node=\"11\">\ubb38\uc81c\ub294 \uae30\uc874 \ub370\uc774\ud130 \uc13c\ud130\uac00 \uc758\uc874\ud558\ub294 \uad6c\ub9ac\uc120\uc758 \ud55c\uacc4\uc608\uc694. \ucc44\ub110\ub2f9 \uc804\uc1a1 \uc18d\ub3c4\uac00 <b data-path-to-node=\"11\" data-index-in-node=\"42\">100Gbps\ub97c \ub118\uc5b4 800Gbps<\/b>\ub85c \uae09\uc99d\ud558\uba74\uc11c, \uc800\ud56d\uc131 \uc190\uc2e4\ub85c \uc778\ud574 \uad6c\ub9ac\uc120\uc774 \ub370\uc774\ud130\ub97c \uc720\ud6a8\ud558\uac8c \uc804\uc1a1\ud560 \uac70\ub9ac\ub294 <b data-path-to-node=\"11\" data-index-in-node=\"104\">2\ubbf8\ud130 \uc774\ub0b4<\/b>\ub85c \uae09\uac10\ud569\ub2c8\ub2e4.<\/p>\n<p data-path-to-node=\"11\">\uc774 \uc2e0\ud638 \uc5f4\ud654\ub97c \ubcf4\uc0c1\ud558\ub824\uace0 \ubcf5\uc7a1\ud55c DSP\uc640 \ub9ac\ud0c0\uc774\uba38\ub97c \ub2ec\ub2e4 \ubcf4\ub2c8 \ubc1c\uc5f4\uc774 \uadf9\uc2ec\ud574\uc9c0\ub294 **&#8217;\uc804\ub825 \uc7a5\ubcbd(Power Wall)&#8217;**\uc5d0 \ubd80\ub52a\ud78c \uc0c1\ud0dc\uc608\uc694.<\/p>\n<p data-path-to-node=\"11\">\ud604\uc7ac AI \ud074\ub7ec\uc2a4\ud130 \uc18c\ube44 \uc5d0\ub108\uc9c0\uc758 \uc57d 30%\uac00 \ub2e8\uc21c \ub370\uc774\ud130 \uc774\ub3d9\uc5d0 \ub0ad\ube44\ub418\ub294 **&#8217;\uad11\ud559 \uc138\uae08(Optics Tax)&#8217;**\uc73c\ub85c \uc9c0\ubd88\ub418\uace0 \uc788\uc8e0. \ub370\uc774\ud130 \uc13c\ud130 \ub799 \ub2f9 \uc804\ub825\uc774 <b data-path-to-node=\"11\" data-index-in-node=\"292\">120kW \uc774\uc0c1<\/b>\uc73c\ub85c \uce58\uc19f\ub294 \uc0c1\ud669\uc5d0\uc11c \uad6c\ub9ac \ubc30\uc120\uc740 \ubb3c\ub9ac\uc801 \uc218\uba85\uc744 \ub2e4\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<h3 data-path-to-node=\"12\"><span class=\"ez-toc-section\" id=\"AI_%ED%86%A0%ED%81%AC%EB%85%B8%EB%AF%B9%EC%8A%A4%EB%A5%BC_%EA%B5%AC%EC%9B%90%ED%95%A0_%EA%B4%91%ED%95%99_IO\"><\/span>AI \ud1a0\ud06c\ub178\ubbf9\uc2a4\ub97c \uad6c\uc6d0\ud560 \uad11\ud559 I\/O<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p data-path-to-node=\"13\">\uc774 \ud55c\uacc4\ub97c \ub3cc\ud30c\ud558\ub294 \uac83\uc774 \uad11\ud559 I\/O\uc785\ub2c8\ub2e4. \uc804\uc790\uac00 \uc544\ub2cc **\ube5b\uc758 \uc785\uc790(\uad11\uc790)**\ub97c \uc0ac\uc6a9\ud558\uba74 \ubc1c\uc5f4\uc774\ub098 \uc804\uc790\uae30 \uac04\uc12d \uc5c6\uc774 \ud14c\ub77c\ube44\ud2b8(Tbps)\uae09 \ub370\uc774\ud130\ub97c \uc9c0\uc5f0 \uc5c6\uc774 \uc804\uc1a1\ud560 \uc218 \uc788\uc5b4\uc694.<\/p>\n<p data-path-to-node=\"13\">\uc774\ub97c \ud1b5\ud574 \ub300\uc5ed\ud3ed\uc740 5~10\ubc30 \ub298\uace0, \uc9c0\uc5f0 \uc2dc\uac04\uc740 1\/10\ub85c \uc904\uba70, \uc804\ub825 \ud6a8\uc728\uc131\uc740 <b data-path-to-node=\"13\" data-index-in-node=\"147\">3~5\ubc30<\/b> \uac1c\uc120\ub429\ub2c8\ub2e4.<\/p>\n<p data-path-to-node=\"13\">\ub124\ud2b8\uc6cc\ud06c\uc5d0 \ub0ad\ube44\ub418\ub358 \uc789\uc5ec \uc804\ub825\uc744 GPU \uad6c\ub3d9\uc5d0 \uc7ac\ud560\ub2f9\ud558\ub294 <b data-path-to-node=\"13\" data-index-in-node=\"191\">&#8216;\uc804\ub825 \uc774\ub3d9(Power Shifting)&#8217;<\/b> \ub355\ubd84\uc5d0 \ucc28\uc138\ub300 \ubaa8\ub378\uc5d0\uc11c \uc2dc\uc2a4\ud15c \uc218\uc775\uc131\uc744 <b data-path-to-node=\"13\" data-index-in-node=\"237\">\ucd5c\ub300 20\ubc30<\/b>\uae4c\uc9c0 \ub04c\uc5b4\uc62c\ub9b4 \uc218 \uc788\uc5b4\uc694.<\/p>\n<hr \/>\n<h2 data-path-to-node=\"14\"><span class=\"ez-toc-section\" id=\"3_%ED%95%B5%EC%8B%AC_%EA%B8%B0%EC%88%A0_%ED%8C%A8%EB%9F%AC%EB%8B%A4%EC%9E%84_%EC%8B%A4%EB%A6%AC%EC%BD%98_%ED%8F%AC%ED%86%A0%EB%8B%89%EC%8A%A4%EC%99%80_CPO_%ED%8C%A8%ED%82%A4%EC%A7%95_%EC%A7%84%ED%99%94\"><\/span>3. \ud575\uc2ec \uae30\uc220 \ud328\ub7ec\ub2e4\uc784: \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uc640 CPO \ud328\ud0a4\uc9d5 \uc9c4\ud654<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-path-to-node=\"15\">\uac70\ub300\ud55c \uad11\ud559 \uc7a5\ube44\ub97c \ubc18\ub3c4\uccb4 \uce69 \uc218\uc900\uc73c\ub85c \uc18c\ud615\ud654\ud558\uc5ec \ub300\ub7c9 \uc0dd\uc0b0\uc774 \uac00\ub2a5\ud558\uac8c \ub9cc\ub4e0 \uae30\uc220\uc774 \ubc14\ub85c **&#8217;\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4&#8217;**\uc785\ub2c8\ub2e4.<\/p>\n<h3 data-path-to-node=\"16\"><span class=\"ez-toc-section\" id=\"%EC%99%84%EB%B2%BD%ED%95%9C_%EC%9B%90%EA%B0%80_%EC%A0%88%EA%B0%90_%EB%A9%94%EC%BB%A4%EB%8B%88%EC%A6%98\"><\/span>\uc644\ubcbd\ud55c \uc6d0\uac00 \uc808\uac10 \uba54\ucee4\ub2c8\uc998<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p data-path-to-node=\"17\">\uae30\uc874 \uad11 \ud1b5\uc2e0 \ubaa8\ub4c8\uc740 \ub808\uc774\uc800\uc640 \uc218\uc2e0\uae30\ub97c \uac1c\ubcc4\uc801\uc73c\ub85c \uc218\uc791\uc5c5 \uc870\ub9bd\ud574 \ub9e4\uc6b0 \ube44\uc30c\uc5b4\uc694.<\/p>\n<p data-path-to-node=\"17\">\ubc18\uba74 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\ub294 \ubc18\ub3c4\uccb4 \ud45c\uc900 <b data-path-to-node=\"17\" data-index-in-node=\"65\">CMOS \uc81c\uc870 \uacf5\uc815<\/b>\uc744 \uadf8\ub300\ub85c \ud65c\uc6a9\ud574\uc694.<\/p>\n<p data-path-to-node=\"17\">\ubbf8\uc138\ud55c \uad11 \ub3c4\ud30c\ub85c\uc640 \uad11\uac80\ucd9c\uae30\ub97c \uce69 \ub0b4\ubd80\uc5d0 \ub9c8\uc774\ud06c\ub85c\ubbf8\ud130 \ub2e8\uc704\ub85c \uc870\uac01\ud574, 300mm \uc6e8\uc774\ud37c \ub77c\uc778\uc5d0\uc11c \ub300\ub7c9 \uc0dd\uc0b0\ud558\uba70 <b data-path-to-node=\"17\" data-index-in-node=\"149\">\ud68d\uae30\uc801\uc778 \uc6d0\uac00 \uc808\uac10\uacfc \uc218\uc728 \ud5a5\uc0c1<\/b>\uc744 \uc774\ub8e8\uc5b4 \ub0c8\uc8e0.<\/p>\n<h3 data-path-to-node=\"18\"><span class=\"ez-toc-section\" id=\"%EA%B4%91%ED%95%99_%ED%8C%A8%ED%82%A4%EC%A7%95_%EC%95%84%ED%82%A4%ED%85%8D%EC%B2%98_CPO%EC%99%80_LPO\"><\/span>\uad11\ud559 \ud328\ud0a4\uc9d5 \uc544\ud0a4\ud14d\ucc98: CPO\uc640 LPO<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p data-path-to-node=\"19\">\uae30\uc220\uc774 \uace0\ub3c4\ud654\ub428\uc5d0 \ub530\ub77c \uad11 \uc5d4\uc9c4\uc744 \uc2a4\uc704\uce58 \ubc18\ub3c4\uccb4(ASIC)\uc5d0 \uc5bc\ub9c8\ub098 \uac00\uae5d\uac8c \ubd99\uc774\ub290\ub0d0\ub85c \ud328\ud0a4\uc9d5 \uc544\ud0a4\ud14d\ucc98\uac00 \uc9c4\ud654\ud558\uace0 \uc788\uc5b4\uc694.<\/p>\n<table data-path-to-node=\"20\">\n<thead>\n<tr>\n<td><strong>\ud328\ud0a4\uc9d5 \uc544\ud0a4\ud14d\ucc98<\/strong><\/td>\n<td><strong>\uc5d0\ub108\uc9c0 \ud6a8\uc728 (pJ\/bit)<\/strong><\/td>\n<td><strong>\uc8fc\uc694 \ud2b9\uc9d5 \ubc0f \ud55c\uacc4<\/strong><\/td>\n<td><strong>\ub300\uc5ed\ud3ed<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><span data-path-to-node=\"20,1,0,0\"><b data-path-to-node=\"20,1,0,0\" data-index-in-node=\"0\">FPP (\uc804\uba74 \ud328\ub110 \ud50c\ub7ec\uac70\ube14)<\/b><\/span><\/td>\n<td><span data-path-to-node=\"20,1,1,0\">15 ~ 30 pJ\/bit<\/span><\/td>\n<td><span data-path-to-node=\"20,1,2,0\">\uc720\uc9c0\ubcf4\uc218\ub294 \uc27d\uc9c0\ub9cc \uae34 \uad6c\ub9ac \ubc30\uc120\uc73c\ub85c \uc2e0\ud638 \uc190\uc2e4\uacfc \ubc1c\uc5f4\uc774 \uc2ec\ud574\uc694.<\/span><\/td>\n<td><span data-path-to-node=\"20,1,3,0\">\ucd5c\ub300 800G<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"20,2,0,0\"><b data-path-to-node=\"20,2,0,0\" data-index-in-node=\"0\">NPO (\uadfc\uc811 \ud328\ud0a4\uc9d5)<\/b><\/span><\/td>\n<td><span data-path-to-node=\"20,2,1,0\">~20 pJ\/bit<\/span><\/td>\n<td><span data-path-to-node=\"20,2,2,0\">ASIC \uc8fc\ubcc0\uc5d0 \uadfc\uc811 \ubc30\uce58\ud574 \uc190\uc2e4\uc740 \uc904\uc600\uc73c\ub098 \ub3c5\ub9bd \ud328\ud0a4\uc9d5\uc758 \ud55c\uacc4\uac00 \ub0a8\uc544\uc694.<\/span><\/td>\n<td><span data-path-to-node=\"20,2,3,0\">\ucd5c\ub300 1.6T<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"20,3,0,0\"><b data-path-to-node=\"20,3,0,0\" data-index-in-node=\"0\">CPO (\uad11\uc804 \ub3d9\uc2dc \ud328\ud0a4\uc9d5)<\/b><\/span><\/td>\n<td><span data-path-to-node=\"20,3,1,0\"><b data-path-to-node=\"20,3,1,0\" data-index-in-node=\"0\">&lt; 5 ~ 10 pJ\/bit<\/b><\/span><\/td>\n<td><span data-path-to-node=\"20,3,2,0\"><b data-path-to-node=\"20,3,2,0\" data-index-in-node=\"0\">\ub3d9\uc77c \ud328\ud0a4\uc9c0 \uc9d1\uc801\uc73c\ub85c \uc804\uc1a1 \uacbd\ub85c\ub97c \uadf9\ub3c4\ub85c \ub2e8\ucd95, \uc804\ub825 \ud6a8\uc728\uc744 \uadf9\ub300\ud654\ud574\uc694.<\/b><\/span><\/td>\n<td><span data-path-to-node=\"20,3,3,0\">3.2T ~ 6.4T+<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p data-path-to-node=\"21\"><b data-path-to-node=\"21\" data-index-in-node=\"0\">CPO<\/b>\ub294 \uad6c\ub9ac\uc120 \uc800\ud56d \uc790\uccb4\ub97c \uc5c6\uc560 AI \uc778\ud504\ub77c \ud6a8\uc728\uc744 \uad81\uadf9\uc73c\ub85c \ub04c\uc5b4\uc62c\ub9ac\uc9c0\ub9cc, \ud604\uc7a5 \uad50\uccb4\uac00 \uc5b4\ub835\ub2e4\ub294 \ub9f9\uc810\uc774 \uc788\uc5b4\uc694.<\/p>\n<p data-path-to-node=\"21\">\ub530\ub77c\uc11c \ucd5c\uadfc\uc5d0\ub294 \ud50c\ub7ec\uac70\ube14 \ud615\ud0dc\ub97c \uc720\uc9c0\ud558\ub418 \uc804\ub825 \uc18c\ubaa8\uac00 \ud070 DSP\ub97c \ube80 <b data-path-to-node=\"21\" data-index-in-node=\"103\">LPO(\uc120\ud615 \uad6c\ub3d9 \ud50c\ub7ec\uac70\ube14)<\/b> \uae30\uc220\ub3c4 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 \uc9c0\uc9c0\ub97c \ubc1b\uc73c\uba70 \uc2e4\uc6a9\uc801\uc778 \ub300\uc548\uc73c\ub85c \ubd80\uc0c1 \uc911\uc785\ub2c8\ub2e4.<\/p>\n<hr \/>\n<h2 data-path-to-node=\"22\"><span class=\"ez-toc-section\" id=\"4_%EA%B8%80%EB%A1%9C%EB%B2%8C_%EC%8B%A4%EB%A6%AC%EC%BD%98_%ED%8F%AC%ED%86%A0%EB%8B%89%EC%8A%A4_%EC%8B%9C%EC%9E%A5_%EC%A0%84%EB%A7%9D\"><\/span>4. \uae00\ub85c\ubc8c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc2dc\uc7a5 \uc804\ub9dd<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-path-to-node=\"23\">\ub370\uc774\ud130 \uc13c\ud130\uc758 \ud328\ub7ec\ub2e4\uc784 \uc804\ud658\uc740 \uc2dc\uc7a5\uc758 \ud3ed\ubc1c\uc801\uc778 \uc131\uc7a5\uc73c\ub85c \uc22b\uc790\ub97c \ud1b5\ud574 \uc99d\uba85\ub418\uace0 \uc788\uc5b4\uc694.<\/p>\n<p data-path-to-node=\"23\">Yole Intelligence\uc5d0 \ub530\ub974\uba74, \ud575\uc2ec \ubd80\ud488\uc778 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uce69 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2023\ub144 9,500\ub9cc \ub2ec\ub7ec\uc5d0\uc11c 2029\ub144 8\uc5b5 6,300\ub9cc \ub2ec\ub7ec\ub85c \ubb34\ub824 **\uc5f0\ud3c9\uade0 45.0%**\uc758 \uacbd\uc774\uc801\uc778 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uc804\ub9dd\uc774\uc5d0\uc694.<\/p>\n<p data-path-to-node=\"23\">\ud604\uc7ac \uae00\ub85c\ubc8c \ube45\ud14c\ud06c\uac00 \ubab0\ub824\uc788\ub294 <b data-path-to-node=\"23\" data-index-in-node=\"190\">\ubd81\ubbf8 \uc2dc\uc7a5<\/b>\uc774 \uc120\uc81c\uc801 800G\/1.6T \ud22c\uc790\ub85c \uc804 \uc138\uacc4 \uc218\uc694\uc758 40% \uc774\uc0c1\uc744 \ub3c5\uc810\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p data-path-to-node=\"23\">\ubc18\uba74 \ub300\ub9cc\uacfc \ud55c\uad6d\uc774 \uc911\uc2ec\uc774 \ub41c **\uc544\ud0dc\uc9c0\uc5ed(APAC)**\uc740 \uac15\ub825\ud55c \ud30c\uc6b4\ub4dc\ub9ac\uc640 \ud6c4\uacf5\uc815(OSAT) \uc778\ud504\ub77c\ub97c \ubb34\uae30\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc5f0\ud3c9\uade0 27% \uc774\uc0c1 \uc131\uc7a5\ud558\ub294 \ud575\uc2ec \uac70\uc810\uc73c\ub85c \ubd80\uc0c1 \uc911\uc774\uc5d0\uc694.<\/p>\n<hr \/>\n<h2 data-path-to-node=\"24\"><span class=\"ez-toc-section\" id=\"5_%EA%B8%80%EB%A1%9C%EB%B2%8C_%EC%8B%A4%EB%A6%AC%EC%BD%98_%ED%8F%AC%ED%86%A0%EB%8B%89%EC%8A%A4_%EC%A3%BC%EC%9A%94_%EB%B0%B8%EB%A5%98%EC%B2%B4%EC%9D%B8_%EA%B8%B0%EC%97%85_%EB%B6%84%EC%84%9D\"><\/span>5. \uae00\ub85c\ubc8c \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc8fc\uc694 \ubc38\ub958\uccb4\uc778 \uae30\uc5c5 \ubd84\uc11d<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul data-path-to-node=\"25\">\n<li>\n<p data-path-to-node=\"25,0,0\"><b data-path-to-node=\"25,0,0\" data-index-in-node=\"0\">\uc5d4\ube44\ub514\uc544 (NVIDIA):<\/b> \ub124\ud2b8\uc6cc\ud06c\ub3c4 \ucef4\ud4e8\ud305\uc774\ub77c\ub294 \ucca0\ud559\uc73c\ub85c 2026\ub144 \ud558\ubc18\uae30 409.6 Tb\/s \ub300\uc5ed\ud3ed\uc758 &#8216;\uc2a4\ud399\ud2b8\ub7fc-X&#8217; \ud3ec\ud1a0\ub2c9\uc2a4 \uc2a4\uc704\uce58\ub97c \ucd9c\uc2dc\ud574 \uc0dd\ud0dc\uacc4\ub97c \uc555\ub3c4\ud558\uace0 \uc788\uc5b4\uc694.<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"25,1,0\"><b data-path-to-node=\"25,1,0\" data-index-in-node=\"0\">\ube0c\ub85c\ub4dc\ucef4 (Broadcom):<\/b> \uc774\ub354\ub137 \uc2a4\uc704\uce58\uc758 \uc9c0\ubc30\uc790\ub85c, 100G\/lane CPO \uc194\ub8e8\uc158\uc744 \ub300\ub7c9 \uc0dd\uc0b0\ud558\uba70 \uba54\ud0c0(Meta) \ub4f1 \ube45\ud14c\ud06c\uc758 \ucc28\uc138\ub300 1.6T \uad11\ud559 \uc5f0\uacb0 \uc218\uc694\ub97c \uc2f9\uc4f8\uc774\ud560 \uc7a0\uc7ac\ub825\uc744 \uc9c0\ub154\uc8e0.<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"25,2,0\"><b data-path-to-node=\"25,2,0\" data-index-in-node=\"0\">\ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0 (Marvell):<\/b> 32\uc5b5 \ub2ec\ub7ec\ub97c \ub4e4\uc5ec \uc140\ub808\uc2a4\ud2f0\uc5bc AI\ub97c \uc778\uc218, \uce69 \ub0b4\ubd80 \uc5b4\ub514\ub4e0 \uad11 I\/O\ub97c \ubc30\uce58\ud560 \uc218 \uc788\ub294 &#8216;\ud3ec\ud1a0\ub2c9 \ud328\ube0c\ub9ad&#8217; \uae30\uc220\uc744 \uc120\uc810\ud588\uc5b4\uc694.<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"25,3,0\"><b data-path-to-node=\"25,3,0\" data-index-in-node=\"0\">\uc778\ud154 (Intel):<\/b> 300mm \uc6e8\uc774\ud37c \uc591\uc0b0 \ub2a5\ub825\uc73c\ub85c \uc2dc\uc7a5 \uc810\uc720\uc728 21.5%\uc758 \uc120\ub450\ub97c \uad73\uac74\ud788 \uc9c0\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"25,4,0\"><b data-path-to-node=\"25,4,0\" data-index-in-node=\"0\">\ud30c\uc6b4\ub4dc\ub9ac \ubc0f \uc18c\uc7ac:<\/b> \uad11\ud559 \uce69\ub81b\uc758 \uc120\uad6c\uc790 \uc5d0\uc774\uc5b4 \ub7a9\uc2a4(Ayar Labs), \ucf54\ud788\ub7f0\ud2b8(Coherent), \uace0\ubc00\ub3c4 3D \ud328\ud0a4\uc9d5 \uae30\uc220\uc744 \ub0b4\uc138\uc6b4 TSMC\uc640 \ucf54\ub2dd(Corning) \ub4f1\uc774 \uc774 \uac70\ub300\ud55c \ubc38\ub958\uccb4\uc778\uc744 \uc218\uc9c1\/\uc218\ud3c9\uc801\uc73c\ub85c \ube48\ud2c8\uc5c6\uc774 \ub5a0\ubc1b\uce58\uace0 \uc788\uc5b4\uc694.<\/p>\n<\/li>\n<\/ul>\n<hr \/>\n<h2 data-path-to-node=\"26\"><span class=\"ez-toc-section\" id=\"6_%EC%8B%A4%EB%A6%AC%EC%BD%98_%ED%8F%AC%ED%86%A0%EB%8B%89%EC%8A%A4_%EB%B3%91%EB%AA%A9%EC%9D%84_%ED%95%B4%EA%B2%B0%ED%95%A0_%EA%B5%AD%EB%82%B4_%EC%88%98%ED%98%9C%EC%A3%BC_Advanced_Packaging\"><\/span>6. \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ubcd1\ubaa9\uc744 \ud574\uacb0\ud560 \uad6d\ub0b4 \uc218\ud61c\uc8fc (Advanced Packaging)<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-path-to-node=\"27\">\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\ub97c \uc2e4\uc81c \uce69\uc73c\ub85c \uad6c\ud604\ud558\uae30 \uc704\ud574\uc11c\ub294 \ube5b\uacfc \uc804\uc790\ub97c \ub2e4\ub8e8\ub294 \uc774\uc9c8\uc801\uc778 \uce69\ub4e4\uc744 \uba38\ub9ac\uce74\ub77d \uad75\uae30 \uc624\ucc28\ub3c4 \uc5c6\uc774 \uacb0\ud569\ud558\ub294 <b data-path-to-node=\"27\" data-index-in-node=\"67\">&#8216;\uc774\uae30\uc885 \uc9d1\uc801(Heterogeneous Integration)&#8217;<\/b> \uae30\uc220\uc774 \uc808\ub300\uc801\uc774\uc5d0\uc694. \uc774 \ubd84\uc57c\uc57c\ub9d0\ub85c \ud604\uc7ac \uac00\uc7a5 \uadf9\uc2ec\ud55c \ubcd1\ubaa9 \uad6c\uac04\uc774\uba70, \ub6f0\uc5b4\ub09c \ud6c4\uacf5\uc815 \uc5ed\ub7c9\uc744 \uac00\uc9c4 \ud55c\uad6d \uae30\uc5c5\ub4e4\uc774 \uc8fc\ub3c4\uad8c\uc744 \uc958 \uae30\ud68c\uc785\ub2c8\ub2e4.<\/p>\n<ul data-path-to-node=\"28\">\n<li>\n<p data-path-to-node=\"28,0,0\"><b data-path-to-node=\"28,0,0\" data-index-in-node=\"0\">\ud55c\ubbf8\ubc18\ub3c4\uccb4:<\/b> HBM \uc5f4\uc555\ucc29 \ubcf8\ub354(TC Bonder) \uc138\uacc4 1\uc704\uc758 \uae30\uc220\ub825\uc744 \ubc14\ud0d5\uc73c\ub85c, \uad11 \ubc18\ub3c4\uccb4 \uc804\uc6a9 &#8216;Wide TC Bonder&#8217;\ub97c \ud1b5\ud574 CPO \ud328\ud0a4\uc9d5 \ub77c\uc778\uc758 \ud575\uc2ec \uc7a5\ube44\ub97c \ub3c5\uc810\ud560 \uc7a0\uc7ac\ub825\uc774 \uac00\uc7a5 \ucee4\uc694.<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"28,1,0\"><b data-path-to-node=\"28,1,0\" data-index-in-node=\"0\">\ud004\ub9ac\ud0c0\uc2a4\ubc18\ub3c4\uccb4:<\/b> \uad11 \uc2e0\ud638\uc640 \uc804\uae30 \ub85c\uc9c1 \uac04\uc758 \ub370\uc774\ud130\ub97c \uc8fc\uace0\ubc1b\ub294 \ucd08\uace0\uc18d \uc778\ud130\ud398\uc774\uc2a4 IP \uae30\uc220(PCIe 6.0 PHY)\uc744 \uc120\ub3c4\ud558\uba70, \uad6d\ub0b4 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc124\uacc4 \uc0dd\ud0dc\uacc4\ub97c \uc8fc\ub3c4\ud558\uace0 \uc788\uc8e0.<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"28,2,0\"><b data-path-to-node=\"28,2,0\" data-index-in-node=\"0\">\uc778\ud14d\ud50c\ub7ec\uc2a4 &amp; \ud30c\uc774\ubc84\ud504\ub85c:<\/b> \ubbf8\uc138 \uacb0\ud568\uc744 \uc7a1\uc544\ub0b4\ub294 \ucca8\ub2e8 \uac80\uc0ac \uc7a5\ube44\uc640, \uad11\ud1b5\uc2e0\uc5d0\uc11c \ube5b\uc758 \ud3b8\uad11\uc744 \uc81c\uc5b4\ud558\ub294 \ub3c5\ubcf4\uc801 \uc6d0\ucc9c \uae30\uc220\uc744 \ubc14\ud0d5\uc73c\ub85c \uae00\ub85c\ubc8c \uae30\uc5c5\ub4e4\uc5d0 \ub300\uccb4 \ubd88\uac00\ub2a5\ud55c \uc194\ub8e8\uc158\uc744 \uacf5\uae09\ud558\uace0 \uc788\uc5b4\uc694.<\/p>\n<\/li>\n<\/ul>\n<hr \/>\n<h2 data-path-to-node=\"29\"><span class=\"ez-toc-section\" id=\"7_%EC%B0%A8%EC%84%B8%EB%8C%80_%EB%B0%B8%EB%A5%98%EC%B2%B4%EC%9D%B8%EC%9D%B4_%EC%B4%89%EB%B0%9C%ED%95%A0_3%EB%8C%80_%ED%8C%8C%EC%83%9D_%ED%86%B5%EC%B0%B0\"><\/span>7. \ucc28\uc138\ub300 \ubc38\ub958\uccb4\uc778\uc774 \ucd09\ubc1c\ud560 3\ub300 \ud30c\uc0dd \ud1b5\ucc30<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-path-to-node=\"30\">\ub370\uc774\ud130 \ub108\uba38\uc5d0 \uc788\ub294 \ud070 \uadf8\ub9bc\uc744 \uc870\ub9dd\ud558\uba74 \uc0b0\uc5c5\uc758 \uaca9\ubcc0\uc774 \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n<ol start=\"1\" data-path-to-node=\"31\">\n<li>\n<p data-path-to-node=\"31,0,0\"><b data-path-to-node=\"31,0,0\" data-index-in-node=\"0\">\uc5f0\uc0b0\uc5d0\uc11c \ub124\ud2b8\uc6cc\ud06c(Fabric)\ub85c\uc758 \ucd95 \uc774\ub3d9:<\/b> \ud5a5\ud6c4 \ubd80\uac00\uac00\uce58\uc758 \uc911\uc2ec\uc740 \ub2e8\uc77c GPU\uc758 \uc131\ub2a5\uc774 \uc544\ub2cc, \uac70\ub300\ud55c \ud074\ub7ec\uc2a4\ud130\ub97c \ubcd1\ubaa9 \uc5c6\uc774 \ubb36\uc5b4\ub0b4\ub294 &#8216;\ub2e8\uc77c \ubaa8\ub180\ub9ac\uc2dd \uba54\uc778\ubcf4\ub4dc(Monolithic Motherboard)&#8217; \ud328\ube0c\ub9ad \uc124\uacc4 \uc5ed\ub7c9\uc73c\ub85c \uc644\ubcbd\ud788 \uc774\ub3d9\ud560 \uac70\uc608\uc694.<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"31,1,0\"><b data-path-to-node=\"31,1,0\" data-index-in-node=\"0\">\ub2e4\uc911 \uc5d0\uc774\uc804\ud2b8(Agentic) AI\uc758 \uac1c\ub9c9:<\/b> CPO \ub3c4\uc785\uc73c\ub85c \uc544\ub080 \ub9c9\ub300\ud55c \uc5d0\ub108\uc9c0\uac00 \ucef4\ud4e8\ud305 \uc5f0\uc0b0\uc5d0 \uc9d1\uc911 \ud22c\uc790\ub418\uba74\uc11c \ub2ec\ub7ec \ub2f9 \ud1a0\ud070 \uc0dd\uc131 \ube44\uc6a9\uc774 \uadf9\uc801\uc73c\ub85c \ub0ae\uc544\uc838\uc694. \uc778\uac04 \uac1c\uc785 \uc5c6\uc774 AI\uac00 \uc790\uc728 \uc18c\ud1b5\ud558\ub294 \ub2e4\uc911 \uc5d0\uc774\uc804\ud2b8 \uc2dc\ub300\uac00 \uacbd\uc81c\uc801 \ud0c0\ub2f9\uc131\uc744 \uc5bb\uac8c \ub429\ub2c8\ub2e4.<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"31,2,0\"><b data-path-to-node=\"31,2,0\" data-index-in-node=\"0\">\uc9c0\uc815\ud559\uc801 \ub2e4\ubcc0\ud654\uc640 \ud55c\uad6d\uc758 \ubc18\uaca9 \uae30\ud68c:<\/b> 2027\ub144 \uad11 \ud2b8\ub79c\uc2dc\ubc84 \uc1fc\ud2f0\uc9c0\uac00 40~60% \ubc1c\uc0dd\ud560 \uac83\uc73c\ub85c \uacbd\uace0\ub418\ub294 \uc0c1\ud669\uc5d0\uc11c, \uc774\uae30\uc885 \uce69\ub81b \uc870\ub9bd\uacfc \ucd08\uc815\ubc00 \uac80\uc0ac\uc5d0 \uc555\ub3c4\uc801 \uc6b0\uc704\ub97c \uac00\uc9c4 \ud55c\uad6d \ud6c4\uacf5\uc815 \uae30\uc5c5\ub4e4\uc774 \uae00\ub85c\ubc8c \ub300\uccb4 \ubd88\uac00 \ud30c\ud2b8\ub108\ub85c \ub9c9\uac15\ud55c \ud611\uc0c1\ub825\uc744 \uc5bb\uc744 \uac70\uc608\uc694.<\/p>\n<\/li>\n<\/ol>\n<hr \/>\n<h2 data-path-to-node=\"32\"><span class=\"ez-toc-section\" id=\"%EA%B2%B0%EB%A1%A0_%EC%8B%A4%EB%A6%AC%EC%BD%98_%ED%8F%AC%ED%86%A0%EB%8B%89%EC%8A%A4%EB%A1%9C_%EC%99%84%EC%84%B1%EB%90%A0_%EB%8B%A4%EC%A4%91_%EC%97%90%EC%9D%B4%EC%A0%84%ED%8A%B8_AI_%EC%8B%9C%EB%8C%80\"><\/span>\uacb0\ub860: \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\ub85c \uc644\uc131\ub420 \ub2e4\uc911 \uc5d0\uc774\uc804\ud2b8 AI \uc2dc\ub300<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p data-path-to-node=\"33\">\uad6c\ub9ac\uc120\uc758 \ub300\uc5ed\ud3ed-\uac70\ub9ac \uc7a5\ubcbd\uc740 \uc774\ubbf8 \ubb3c\ub9ac\uc801 \uc784\uacc4\uc810\uc5d0 \ub2ec\ud588\uc2b5\ub2c8\ub2e4. <b data-path-to-node=\"33\" data-index-in-node=\"35\">\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4\uc640 CPO \uae30\uc220<\/b>\uc740 \ud5a5\ud6c4 10\ub144\uac04 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc758 \uac00\uc7a5 \ud655\uc2e4\ud558\uace0 \uac70\ub300\ud55c \uba54\uac00 \ud2b8\ub80c\ub4dc\uc608\uc694.<\/p>\n<p data-path-to-node=\"33\">\ub2e8\uc21c\ud788 \uc5f4\uc744 \ub0b4\ub9ac\ub294 \uae30\uc220\uc774 \uc544\ub2c8\ub77c \uc2dc\uc2a4\ud15c \ud6a8\uc728\uc744 \uc218\uc2ed \ubc30 \uc62c\ub824 AI \uc5f0\uc0b0 \uacbd\uc81c\ud559\uc758 \ub8f0\uc744 \ubc14\uafb8\ub294 \ud601\uba85\uc774\uc8e0.<\/p>\n<p data-path-to-node=\"33\">\ub0c9\ucca0\ud55c \ud22c\uc790\uc790\ub77c\uba74 \ud604\uc7ac \ub2e8\uae30\uc801\uc778 \ud14c\ub9c8\uc131 \uae09\ub4f1\ub77d\uc5d0 \uc77c\ud76c\uc77c\ube44\ud558\uae30\ubcf4\ub2e4\ub294, \uac70\ub300\ud55c AI \uc778\ud504\ub77c\ub97c \uc5f0\uacb0\ud558\ub294 **&#8217;\uc774\uae30\uc885 \uce69\ub81b \ud328\ud0a4\uc9d5&#8217;**\uacfc **&#8217;\uad11\ud559 \uc778\ud130\ud398\uc774\uc2a4 IP&#8217;**\ub77c\ub294 \ud575\uc2ec \ubc38\ub958\uccb4\uc778\uc758 \ucd5c\uc2ec\uce35\ubd80\uc5d0 \uad73\uac74\ud788 \ud3ec\uc9c0\uc154\ub2dd\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n<hr data-path-to-node=\"34\" \/>\n<p data-path-to-node=\"35\"><b data-path-to-node=\"35\" data-index-in-node=\"0\">\uacfc\uc5f0 \uc5ec\ub7ec\ubd84\uc774 \uc6b4\uc601\ud558\uc2dc\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0\uc11c \ucc28\uc138\ub300 \ub370\uc774\ud130 \uc13c\ud130\uc640 \uad11\ud559 \ubc38\ub958\uccb4\uc778\uc774 \ucc28\uc9c0\ud558\ub294 \ube44\uc911\uc740 \uc5b4\ub5bb\uac8c \ub418\ub098\uc694? \ub313\uae00\ub85c \uc5ec\ub7ec\ubd84\uc758 \uc778\uc0ac\uc774\ud2b8\ub97c \uacf5\uc720\ud574 \uc8fc\uc2dc\uaca0\uc5b4\uc694?<\/b><\/p>\n<hr data-path-to-node=\"36\" \/>\n<h3 data-path-to-node=\"37\"><span class=\"ez-toc-section\" id=\"%F0%9F%92%A1_%EC%9E%90%EC%A3%BC_%EB%AC%BB%EB%8A%94_%EC%A7%88%EB%AC%B8_FAQ\"><\/span>\ud83d\udca1 \uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38 (FAQ)<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ol start=\"1\" data-path-to-node=\"38\">\n<li>\n<p data-path-to-node=\"38,0,0\"><b data-path-to-node=\"38,0,0\" data-index-in-node=\"0\">\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4(Silicon Photonics)\ub780 \ubb34\uc5c7\uc778\uac00\uc694?<\/b><\/p>\n<p data-path-to-node=\"38,0,0\">\uae30\uc874 \uc804\uc790 \ub300\uc2e0 \ube5b(\uad11\uc790)\uc744 \uc774\uc6a9\ud574 \ub370\uc774\ud130\ub97c \uc804\uc1a1\ud558\ub294 \uae30\uc220\ub85c, \ub300\uaddc\ubaa8 AI \ub370\uc774\ud130 \uc13c\ud130\uc758 \uc804\uc1a1 \ub300\uc5ed\ud3ed\uacfc \uc804\ub825 \ud6a8\uc728\uc744 \ud68d\uae30\uc801\uc73c\ub85c \ub192\uc5ec\uc8fc\ub294 \ucc28\uc138\ub300 \ubc18\ub3c4\uccb4 \uacf5\uc815 \uc735\ud569 \uae30\uc220\uc774\uc5d0\uc694.<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"38,1,0\"><b data-path-to-node=\"38,1,0\" data-index-in-node=\"0\">CPO(\uad11\uc804 \ub3d9\uc2dc \ud328\ud0a4\uc9d5) \uae30\uc220\uc774 \uc65c \uadf8\ub807\uac8c \uc911\uc694\ud55c\uac00\uc694?<\/b><\/p>\n<p data-path-to-node=\"38,1,0\">\uad11 \uc5d4\uc9c4\uacfc \uc2a4\uc704\uce58 \ubc18\ub3c4\uccb4\ub97c \ud558\ub098\uc758 \uae30\ud310\uc5d0 \uc644\uc804\ud788 \ubc00\ucc29 \uc9d1\uc801\ud558\uc5ec \uad6c\ub9ac \ubc30\uc120\uc758 \uc800\ud56d\uc744 \uc6d0\ucc9c \uc81c\uac70\ud568\uc73c\ub85c\uc368, \ub0ad\ube44\ub418\ub358 \ub9c9\ub300\ud55c \uc804\ub825 \uc18c\ubaa8\ub97c 5 pJ\/bit \uc774\ud558\ub85c \ub0ae\ucdb0\uc8fc\ub294 \uad81\uadf9\uc758 \uad11\ud559 \ud328\ud0a4\uc9d5 \uc544\ud0a4\ud14d\ucc98\uc774\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"38,2,0\"><b data-path-to-node=\"38,2,0\" data-index-in-node=\"0\">\uad6d\ub0b4 \uc2dc\uc7a5\uc5d0\uc11c \uc8fc\ubaa9\ud574\uc57c \ud560 \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ubc38\ub958\uccb4\uc778 \uc218\ud61c\uc8fc\ub294 \uc5b4\ub514\uc778\uac00\uc694?<\/b><\/p>\n<p data-path-to-node=\"38,2,0\">\uc774\uc9c8\uc801\uc778 \uce69\uc744 \uacb0\ud569\ud558\ub294 \ud575\uc2ec \ubcf8\ub529 \uc7a5\ube44\ub97c \uac1c\ubc1c\ud558\ub294 \ud55c\ubbf8\ubc18\ub3c4\uccb4, \ucd08\uace0\uc18d \ub370\uc774\ud130 \uc804\uc1a1 IP \uc0dd\ud0dc\uacc4\ub97c \uc8fc\ub3c4\ud558\ub294 \ud004\ub9ac\ud0c0\uc2a4\ubc18\ub3c4\uccb4, \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc678\uad00 \uac80\uc0ac \uc7a5\ube44\uc758 \uc778\ud14d\ud50c\ub7ec\uc2a4 \ub4f1\uc774 \uad6c\uc870\uc801 \uc218\ud61c\ub97c \uc785\uc744 \ub300\ud45c \uae30\uc5c5\uc73c\ub85c \uaf3d\ud600\uc694.<\/p>\n<\/li>\n<\/ol>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uc548\ub155\ud558\uc138\uc694. \uac10\uc815\ubcf4\ub2e4\ub294 \ucca0\uc800\ud55c \uc218\uce58\uc640 \ud329\ud2b8\uc5d0 \uae30\ubc18\ud574 \uc2dc\uc7a5\uc744 \ub0c9\ucca0\ud558\uac8c \ubd84\uc11d\ud558\ub294 \uc5ec\ub7ec\ubd84\uc744 \uc704\ud574, \uc624\ub298\uc740 \ucc28\uc138\ub300 AI \uc778\ud504\ub77c\uc758 \ud5a5\ubc29\uc744 \uac00\ub97c \uc544\uc8fc \uc911\uc694\ud55c \uc2ec\uce35 \ubd84\uc11d \ub9ac\ud3ec\ud2b8\ub97c \uc900\ube44\ud588\uc5b4\uc694. \uc11c\ub860: AI \uc778\ud504\ub77c\uc758 \uc0c8\ub85c\uc6b4 \uc784\uacc4\uc810\uacfc \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \uae30\uc220\uc758 \ubd80\uc0c1 \ud604\uc7ac \uc778\uacf5\uc9c0\ub2a5(AI) \ubaa8\ub378\uc774 1\uc870 \uac1c \uc774\uc0c1\uc758 \ud30c\ub77c\ubbf8\ud130\ub97c \ucd08\uacfc\ud558\ub294 \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378(LLM)\ub85c \uae09\uc9c4\ud654\ud558\uba74\uc11c, \uae00\ub85c\ubc8c AI \uc778\ud504\ub77c\ub294 \uc804\ub840 \uc5c6\ub294 \ucef4\ud4e8\ud305 \uc790\uc6d0\uacfc \uc804\ub825 \uc555\ubc15\uc5d0 &#8230; <a title=\"\uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f CPO \uae30\ubc18 \uad11\ud559 \ubc38\ub958\uccb4\uc778 \uc2ec\uce35 \ubd84\uc11d\" class=\"read-more\" href=\"https:\/\/lifeis-picnic.com\/en\/silicon-photonics-cpo-optical-value-chain-analysis\/\" aria-label=\"More on \uc2e4\ub9ac\ucf58 \ud3ec\ud1a0\ub2c9\uc2a4 \ubc0f CPO \uae30\ubc18 \uad11\ud559 \ubc38\ub958\uccb4\uc778 \uc2ec\uce35 \ubd84\uc11d\">Read more<\/a><\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[384,385,70,383,386],"class_list":["post-511","post","type-post","status-publish","format-standard","hentry","category-stock-market-analysis","tag-cpo","tag-385","tag-70","tag-383","tag-386"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\uc2e4\ub9ac\ucf58 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