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Ridiculous 2026 Global Semiconductor Company Rankings

๐Ÿ‘ค ๋ฃธ๋””๋ฅด
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์†Œ๋ฆ„ ๋‹๊ฒŒ๋„ ์˜จ๋ผ์ธ ์ปค๋ฎค๋‹ˆํ‹ฐ์—์„œ '2026๋…„ ์ „์„ธ๊ณ„ ๋ฐ˜๋„์ฒด ๊ธฐ์—… ์ˆœ์œ„'์— ๋Œ€ํ•œ ๊ฒŒ์‹œ๋ฌผ์ด ์—„์ฒญ๋‚œ ํ™”์ œ๋ฅผ ๋ชจ์œผ๊ณ  ์žˆ์–ด.

์ˆ˜๋งŽ์€ ๋Œ“๊ธ€๊ณผ ํ•จ๊ป˜ ๋„คํ‹ฐ์ฆŒ๋“ค์˜ ๋œจ๊ฑฐ์šด ๋ฐ˜์‘์ด ์ด์–ด์ง€๊ณ  ์žˆ๋Š” ์ด๋ฒˆ ์ด์Šˆ์˜ ์ƒ์„ธ ๋‚ด์šฉ์„ ์•„๋ž˜์—์„œ ํ™•์ธํ•ด๋ณด์ž.



0c8efd19c9dd3fa920acc0b258c12a3a892fbf2320d96455b876f5


โ€‹30์œ„ ASM ์ธํ„ฐ๋‚ด์…”๋„ (๋„ค๋œ๋ž€๋“œ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 87์กฐ์›


๋„ค๋œ๋ž€๋“œ์˜ ๋ฐ˜๋„์ฒด ์žฅ๋น„ ๊ธฐ์—….
๋ฆฌ์†Œ๊ทธ๋ž˜ํ”ผ, ์ด์˜จ ์ฃผ์ž…, ์—ํ”ผํƒ์‹œ ๋ฐ ์›์ž์ธต ์ฆ์ฐฉ ๋“ฑ ์›จ์ดํผ ์ฒ˜๋ฆฌ ๊ธฐ์ˆ ์—์„œ ๋†’์€ ์‹œ์žฅ ์ ์œ ์œจ์„ ์ฐจ์ง€ํ•œ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 104% ์ƒ์Šนํ–ˆ๋‹ค.






2eb5d128ebd734b53a80c6a719d72d31217c4d8ab070e6f0ce8a677c18c871be

29์œ„ ST๋งˆ์ดํฌ๋กœ์ผ๋ ‰ํŠธ๋กœ๋‹‰์Šค (ํ”„๋ž‘์Šค)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 103์กฐ์›


ํ”„๋ž‘์Šค์˜ ์ข…ํ•ฉ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
์„ธ๊ณ„ ๋งˆ์ดํฌ๋กœ์ปจํŠธ๋กค๋Ÿฌ ์‹œ์žฅ ์ ์œ ์œจ 2์œ„๋ฅผ ๊ธฐ๋กํ•˜๊ณ ์žˆ์œผ๋ฉฐ 2025๋…„๋ถ€ํ„ฐ๋Š” ๋ฐ์ดํ„ฐ์„ผํ„ฐ ๋ฐ ํด๋ผ์šฐ๋“œ์šฉ AI ์นฉ์„ ์ƒ์‚ฐํ•˜๋Š” ๊ธฐ์—…์œผ๋กœ ๋ณ€๋ชจํ•˜๊ณ  ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 165% ์ƒ์Šนํ–ˆ๋‹ค.






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28์œ„ ๋‚˜์šฐ๋ผ ํ…Œํฌ๋†€๋กœ์ง€ (์ค‘๊ตญ)
์‹œ๊ฐ€์ด์•ก ์•ฝ 112์กฐ์›


์ค‘๊ตญ์˜ ๋ฐ˜๋„์ฒด ์žฅ๋น„ ๊ธฐ์—….
์ฃผ์š” ์‚ฌ์—…์€ ํ”Œ๋ผ์ฆˆ๋งˆ ์—์นญ, ์—ด์ฒ˜๋ฆฌ์™€ ๊ฐ™์€ ์ง„๊ณต ๊ธฐ์ˆ , ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์žฅ๋น„ ์ œ์กฐ๊ฐ€ ๋Œ€ํ‘œ์ ์ด๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 131% ์ƒ์Šนํ–ˆ๋‹ค.





0c8ef519c9fd1f8920afd8b236ef203e995cccc36c07af


โ€‹27์œ„ ASE ๊ทธ๋ฃน (๋Œ€๋งŒ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 115์กฐ์›


๋Œ€๋งŒ์˜ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
๋ฐ˜๋„์ฒด ์กฐ๋ฆฝ ๋ฐ ํŒจํ‚ค์ง•, ํ…Œ์ŠคํŠธ(OSAT) ์‹œ์žฅ ์ ์œ ์œจ 19%๋ฅผ ์ฐจ์ง€ํ•˜๊ณ  ์žˆ์œผ๋ฉฐ ์ฃผ๋กœ ์›จ์ดํผ ๋ ˆ๋ฒจ ํŒจํ‚ค์ง•๋ถ€ํ„ฐ ์‹œ์Šคํ…œ, ๊ตฌ๋ฆฌ ์™€์ด์–ด ๋ณธ๋”ฉ ๊ธฐ์ˆ ๋กœ ๋ˆ์„ ๋ฒŒ๊ณ ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 259% ์ƒ์Šนํ–ˆ๋‹ค.






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โ€‹26์œ„ NXP๋ฐ˜๋„์ฒด (๋„ค๋œ๋ž€๋“œ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 122์กฐ์›


๋„ค๋œ๋ž€๋“œ์˜ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
ํ•„๋ฆฝ์Šค์—์„œ ๋ถ„์‚ฌ๋˜์–ด ํƒ„์ƒํ–ˆ์œผ๋ฉฐ ํ˜„์žฌ ์„ธ๊ณ„ ์ „๋ ฅ ๋ฐ ์ž๋™์ฐจ ๋ฐ˜๋„์ฒด ์‹œ์žฅ ์ ์œ ์œจ 23%๋ฅผ ์ฐจ์ง€ํ•˜์—ฌ 2์œ„๋ฅผ ๊ธฐ๋กํ•˜๊ณ ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 60% ์ƒ์Šนํ–ˆ๋‹ค.





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25์œ„ SMIC (์ค‘๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 125์กฐ์›


์ค‘๊ตญ์˜ ํŒŒ์šด๋“œ๋ฆฌ ๊ธฐ์—….
ํ˜„์žฌ ์„ธ๊ณ„ ํŒŒ์šด๋“œ๋ฆฌ ์‹œ์žฅ ์ ์œ ์œจ 4์œ„๋ฅผ ๊ธฐ๋กํ•˜๊ณ ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 89% ์ƒ์Šนํ–ˆ๋‹ค.





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โ€‹24์œ„ ์‹œ๋†‰์‹œ์Šค (๋ฏธ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 153์กฐ์›


๋ฏธ๊ตญ์˜ ๋ฐ˜๋„์ฒด ์„ค๊ณ„ ๊ธฐ์—….
๋ฐ˜๋„์ฒด ์„ค๊ณ„ ๋ฟ๋งŒ ์•„๋‹ˆ๋ผ ์ „์ž์„ค๊ณ„ ์ž๋™ํ™”(EDA), ์‹ค๋ฆฌ์ฝ˜ ์นฉ ์„ค๊ณ„ ์‹œ์žฅ์—๋„ ์ง„์ถœํ•ด์žˆ๋‹ค.
ํ˜„์žฌ ์„ธ๊ณ„ 12์œ„ ์†Œํ”„ํŠธ์›จ์–ด ๊ธฐ์—…์ด๊ธฐ๋„ ํ•˜๋‹ค.
ํ•˜์ง€๋งŒ ์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ ์˜ค๋ฅด์ง€๋Š” ๋ชปํ–ˆ๋‹ค.






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โ€‹23์œ„ ์ธํ”ผ๋‹ˆ์–ธ (๋…์ผ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 174์กฐ์›


๋…์ผ์˜ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
์„ธ๊ณ„ ์ „๋ ฅ ๋ฐ ์„ผ์„œ ์‹œ์Šคํ…œ(PSS), ์ž๋™์ฐจ์šฉ ๋ฐ˜๋„์ฒด(ATV) ์‹œ์žฅ ์ ์œ ์œจ 1์œ„๋ฅผ ๊ธฐ๋กํ•˜๊ณ ์žˆ์œผ๋ฉฐ, ๋งˆ์ดํฌ๋กœ์ปจํŠธ๋กค๋Ÿฌ ์‹œ์žฅ ์ ์œ ์œจ๋„ ์„ธ๊ณ„ 1์œ„๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 136% ์ƒ์Šนํ–ˆ๋‹ค.





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22์œ„ ์–ด๋“œ๋ฐ˜ํ…Œ์ŠคํŠธ (์ผ๋ณธ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 191์กฐ์›


์ผ๋ณธ์˜ ๋ฐ˜๋„์ฒด ์žฅ๋น„ ๊ธฐ์—….
๋ฐ˜๋„์ฒด ์‚ฐ์—…์šฉ ์ž๋™ ํ…Œ์ŠคํŠธ ์žฅ๋น„(ATE) ๋ถ„์•ผ์—์„œ ์„ธ๊ณ„์ ์ธ ์„ ๋‘์ฃผ์ž์ด๋ฉฐ ์ฃผ๋กœ SoC์™€ RF ํ…Œ์ŠคํŠธ ์‹œ์Šคํ…œ, SEM ๊ณ„์ธก์žฅ๋น„ ๋“ฑ์„ ์ƒ์‚ฐํ•œ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 250% ์ƒ์Šนํ–ˆ๋‹ค.





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โ€‹21์œ„ ์บ ๋ธŒ๋ฆฌ์ฝ˜ (์ค‘๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 197์กฐ์›


์ค‘๊ตญ์˜ AI ๋ฐ˜๋„์ฒด ๋ฐ ๊ทธ๋ž˜ํ”ฝ์ฒ˜๋ฆฌ์žฅ์น˜(GPU) ๊ธฐ์—….
ํ”ํžˆ ์ค‘๊ตญํŒ ์—”๋น„๋””์•„๋กœ ๋ถˆ๋ฆฌ๊ณ  ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 129% ์ƒ์Šนํ–ˆ๋‹ค.






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โ€‹20์œ„ ๋„์ฟ„์ผ๋ ‰ํŠธ๋ก  (์ผ๋ณธ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 227์กฐ์›


์ผ๋ณธ์˜ ๋ฐ˜๋„์ฒด ์žฅ๋น„ ๊ธฐ์—….
์ง‘์ ํšŒ๋กœ, ํ‰๋ฉด ํŒจ๋„ ๋””์Šคํ”Œ๋ ˆ์ด, ๋ฐ˜๋„์ฒด ์ƒ์‚ฐ ์žฅ๋น„์™€ ์ œ์กฐ ์žฅ๋น„์šฉ ์‚ฐ์—… ์ „์ž์ œํ’ˆ ๋“ฑ์„ ๊ฐœ๋ฐœ ๋ฐ ํŒ๋งคํ•˜๊ณ  ์žˆ๋‹ค.
๋˜ํ•œ ์„ธ๊ณ„ ์ตœ๋Œ€์˜ IC ๋ฐ FPD ์ƒ์‚ฐ์žฅ๋น„ ๊ธฐ์—…์ด๊ธฐ๋„ ํ•˜๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 100% ์ƒ์Šนํ–ˆ๋‹ค.





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โ€‹19์œ„ ๋งˆ๋ฒจ ํ…Œํฌ๋†€๋กœ์ง€ (๋ฏธ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 260์กฐ์›


๋ฏธ๊ตญ์˜ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
์ฃผ๋กœ ์ค‘์•™์ฒ˜๋ฆฌ์žฅ์น˜์™€ ๋ฐ์ดํ„ฐ ์ฒ˜๋ฆฌ์žฅ์น˜, ๋„คํŠธ์›Œํ‚น ๋ฐ ์Šคํ† ๋ฆฌ์ง€ ๋“ฑ์„ ์ƒ์‚ฐํ•˜๊ณ ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 207% ์ƒ์Šนํ–ˆ๋‹ค.





 

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โ€‹18์œ„ ์•„๋‚ ๋กœ๊ทธ ๋””๋ฐ”์ด์Šค (๋ฏธ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 292์กฐ์›


๋ฏธ๊ตญ์˜ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
๋ฐ์ดํ„ฐ ๋ณ€ํ™˜, ์‹ ํ˜ธ ์ฒ˜๋ฆฌ ๋ฐ ์ „๋ ฅ ์ฒ˜๋ฆฌ ๊ธฐ์ˆ ์„ ์ „๋ฌธ์œผ๋กœ ํ•˜๊ณ ์žˆ์œผ๋ฉฐ ์ด์™ธ์—๋„ ํ†ต์‹ , ์ปดํ“จํ„ฐ, ๊ณ„์ธก, ๊ตฐ์‚ฌ/ํ•ญ๊ณต์šฐ์ฃผ ๋ถ„์•ผ์—๋„ ์ง„์ถœํ•ด์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 84% ์ƒ์Šนํ–ˆ๋‹ค.




00b8d42fe4e63dad5193d9b219ee3334640ed99c519fdef2c832d8748dfa3911c7464b9cd3

17์œ„ ๋ฏธ๋””์–ดํ… (๋Œ€๋งŒ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 326์กฐ์›


๋Œ€๋งŒ์˜ ํŒน๋ฆฌ์Šค ๋ฐ˜๋„์ฒด ๊ธฐ์—….
์ „์„ธ๊ณ„ 31% ์‹œ์žฅ ์ ์œ ์œจ๋กœ ํ€„์ปด์— ์ด์–ด ์„ธ๊ณ„์—์„œ ๋‘๋ฒˆ์งธ๋กœ ํฐ ์Šค๋งˆํŠธํฐ ์นฉ์…‹(AP) ์ œ์กฐ์—…์ฒด๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 222% ์ƒ์Šนํ–ˆ๋‹ค.





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16์œ„ ์ƒŒ๋””์Šคํฌ (๋ฏธ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 334์กฐ์›


๋ฏธ๊ตญ์˜ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
์ฃผ๋กœ ๋ฉ”๋ชจ๋ฆฌ ์นด๋“œ, USB ํ”Œ๋ž˜์‹œ ๋“œ๋ผ์ด๋ธŒ, ์†”๋ฆฌ๋“œ ์Šคํ…Œ์ดํŠธ ๋“œ๋ผ์ด๋ธŒ(SSD)๋ฅผ ํฌํ•จํ•œ ํ”Œ๋ž˜์‹œ ๋ฉ”๋ชจ๋ฆฌ๋ฅผ ์„ค๊ณ„ ๋ฐ ์ œ์กฐํ•˜๊ณ ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ ๋ฌด๋ ค 3772% ์ƒ์Šนํ–ˆ๋‹ค.





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โ€‹15์œ„ ํ‚ค์˜ฅ์‹œ์•„ (์ผ๋ณธ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 340์กฐ์›


์ผ๋ณธ์˜ ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
ํ˜„์žฌ ๋‚ธ๋“œ ํ”Œ๋ž˜์‹œ ๋ฉ”๋ชจ๋ฆฌ์™€ ์†”๋ฆฌ๋“œ ์Šคํ…Œ์ดํŠธ ๋“œ๋ผ์ด๋ธŒ ์‹œ์žฅ ์ ์œ ์œจ 18%๋ฅผ ์ฐจ์ง€ํ•˜์—ฌ ์„ธ๊ณ„ 4์œ„๋ฅผ ๊ธฐ๋กํ•˜๊ณ ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ ๋ฌด๋ ค 3120% ์ƒ์Šนํ–ˆ๋‹ค.





1ca8d12ae6dd35ab2393d9b2199f372bc3d0d3a4ee50be4422d77f0a6875adfc

14์œ„ ํ€„์ปด (๋ฏธ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 379์กฐ์›


๋ฏธ๊ตญ์˜ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
์ฐจ์„ธ๋Œ€ ๋ชจ๋ฐ”์ผ ๋„คํŠธ์›Œํฌ, ์Šค๋งˆํŠธ๊ธฐ๊ธฐ, ๋ชจ๋ฐ”์ผ ํ”„๋กœ์„ธ์„œ(AP) ๋ฐ AI ์นฉ๊ณผ ๊ฐ™์€ ๋ฐ˜๋„์ฒด๋ฅผ ํฌํ•จํ•œ ๊ธ€๋กœ๋ฒŒ ํ†ต์‹  ๋ฐ ์ปดํ“จํŒ… ๊ธฐ์ˆ ์—์„œ ์„ธ๊ณ„๋ฅผ ์„ ๋„ํ•˜๊ณ  ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 62% ์ƒ์Šนํ–ˆ๋‹ค.





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13์œ„ ํ…์‚ฌ์Šค ์ธ์ŠคํŠธ๋ฃจ๋จผํŠธ (๋ฏธ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 425์กฐ์›


๋ฏธ๊ตญ์˜ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
์ฃผ๋กœ ์•„๋‚ ๋กœ๊ทธ ์นฉ๊ณผ ์ž„๋ฒ ๋””๋“œ ํ”„๋กœ์„ธ์„œ ๊ฐœ๋ฐœ์— ์ฃผ๋ ฅํ•˜๊ณ ์žˆ์œผ๋ฉฐ, ์ด๋Š” ๋งค์ถœ์˜ 80%๋ฅผ ์ฐจ์ง€ํ•˜๊ณ  ์žˆ๋‹ค.
๊ทผ๋ž˜์—๋Š” ๋””์ง€ํ„ธ ๊ด‘ ์ฒ˜๋ฆฌ ๊ธฐ์ˆ ์— ์ „ํญ์ ์ธ ํˆฌ์ž๋ฅผ ํ•˜๊ณ ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 70% ์ƒ์Šนํ–ˆ๋‹ค.





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โ€‹12์œ„ ์–ดํ”Œ๋ผ์ด๋“œ (๋ฏธ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 516์กฐ์›


๋ฏธ๊ตญ์˜ ๋ฐ˜๋„์ฒด ์žฅ๋น„ ๊ธฐ์—….
์ „์ž์ œํ’ˆ, ์ปดํ“จํ„ฐ, ์Šค๋งˆํŠธํฐ ๋ฐ ํƒœ์–‘๊ด‘ ์ œํ’ˆ์šฉ ๋ฐ˜๋„์ฒด ์นฉ ์ œ์กฐ๋ฅผ ์œ„ํ•œ ์žฅ๋น„์™€ ์†Œํ”„ํŠธ์›จ์–ด๋ฅผ ๊ณต๊ธ‰ํ•˜๊ณ  ์žˆ๋‹ค.
์„ธ๊ณ„์—์„œ ์„ธ๋ฒˆ์งธ๋กœ ํฐ ๋ฐ˜๋„์ฒด ์žฅ๋น„ ๊ธฐ์—…์ด๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 167% ์ƒ์Šนํ–ˆ๋‹ค.






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โ€‹11์œ„ ๋žจ๋ฆฌ์„œ์น˜ (๋ฏธ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 577์กฐ์›


๋ฏธ๊ตญ์˜ ๋ฐ˜๋„์ฒด ์žฅ๋น„ ๊ธฐ์—….
์›จ์ดํผ ์ œ์กฐ ์žฅ๋น„๋ฅผ ๊ณต๊ธ‰ํ•˜๋ฉฐ, ์ด ํšŒ์‚ฌ์˜ ์žฅ๋น„๋“ค์€ ์ฃผ๋กœ ํŠธ๋žœ์ง€์Šคํ„ฐ, ์ปคํŒจ์‹œํ„ฐ์™€ ๋ฐฐ์„ (์ธํ„ฐ์ปค๋„ฅํŠธ)์„ ๋งŒ๋“œ๋Š” ๋‹จ๊ณ„๋ฅผ ํฌํ•จํ•˜๋Š” ํ”„๋ŸฐํŠธ์—”๋“œ ์›จ์ดํผ ์ฒ˜๋ฆฌ์— ์‚ฌ์šฉ๋œ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 264% ์ƒ์Šนํ–ˆ๋‹ค.






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โ€‹10์œ„ ARM (์˜๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 590์กฐ์›


์˜๊ตญ์˜ ํŒน๋ฆฌ์Šค ๋ฐ AI ๋ฐ˜๋„์ฒด ๊ธฐ์—….
ARM ์•„ํ‚คํ…์ฒ˜๋กœ ๊ตฌํ˜„๋˜๋Š” ์ค‘์•™์ฒ˜๋ฆฌ์žฅ์น˜(CPU) ์„ค๊ณ„ ์‹œ์žฅ์˜ 99%๋ฅผ ์žฅ์•…ํ•˜๊ณ ์žˆ์œผ๋ฉฐ, ์‹œ์Šคํ…œ ๋ฐ ์ธํ”„๋ผ, ๋…์  ์ „์šฉ ์†Œํ”„ํŠธ์›จ์–ด๋„ ์ œ๊ณตํ•˜๊ณ  ์žˆ๋‹ค.
2026๋…„ AGI CPU๋ผ๋Š” ์ž์‚ฌ ์ตœ์ดˆ๋กœ ๋ฐ์ดํ„ฐ์„ผํ„ฐ์— ๋“ค์–ด๊ฐ€๋Š” AI ์นฉ์„ ๊ณต๊ฐœํ•˜์—ฌ ์นฉ ์ œ์กฐ์—…์ฒด๋กœ ๋ณ€๋ชจํ•˜๊ณ ์žˆ๊ณ , ์—”๋น„๋””์•„์˜ ๊ฐ€์žฅ ๊ฐ•๋ ฅํ•œ ์ž ์žฌ์  ๊ฒฝ์Ÿ์ž๋กœ ๊ธ‰๋ถ€์ƒํ•˜๊ณ ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 213% ์ƒ์Šนํ–ˆ๋‹ค.





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โ€‹9์œ„ ์ธํ…” (๋ฏธ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 911์กฐ์›


๋ฏธ๊ตญ์˜ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
์ฃผ๋กœ ์ค‘์•™์ฒ˜๋ฆฌ์žฅ์น˜(CPU)์™€ ์ปดํ“จํ„ฐ ๋ถ€ํ’ˆ์„ ์„ค๊ณ„ ๋ฐ ์ œ์กฐํ•œ๋‹ค. ๋Œ€๋ถ€๋ถ„์˜ ๊ฐœ์ธ์šฉ ์ปดํ“จํ„ฐ์— ์‚ฌ์šฉ๋˜๋Š” x86 ์ฒด์ œ์˜ ๊ฐœ๋ฐœ์‚ฌ์ด๋ฉฐ, ์นฉ์…‹, ํ”Œ๋ž˜์‹œ ๋ฉ”๋ชจ๋ฆฌ, ๊ทธ๋ž˜ํ”ฝ ์ฒ˜๋ฆฌ์žฅ์น˜(GPU)๋„ ์ œ์กฐํ•˜๊ณ  ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 483% ์ƒ์Šนํ–ˆ๋‹ค.





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โ€‹8์œ„ ASML (๋„ค๋œ๋ž€๋“œ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 1032์กฐ์›


๋„ค๋œ๋ž€๋“œ์˜ ๋ฐ˜๋„์ฒด ์žฅ๋น„ ๊ธฐ์—….
์ตœ์ฒจ๋‹จ ์นฉ ์ œ์กฐ์— ํ•„์ˆ˜์ ์ธ ๊ทน์ž์™ธ์„  ๋…ธ๊ด‘์žฅ๋น„(EUV) ์‹œ์žฅ์„ ์‚ฌ์‹ค์ƒ ์žฅ์•…(๋…์ )ํ•˜๊ณ ์žˆ์œผ๋ฉฐ ์ด๋•Œ๋ฌธ์— ํ”ํžˆ ์ „์„ธ๊ณ„ ๋ฐ˜๋„์ฒด ์‚ฐ์—…์˜ ์Šˆํผ์„์ด๋ผ๊ณ  ๋ถˆ๋ฆฌ๊ณ  ์žˆ๋‹ค.
ํ•œ๊ฐ€์ง€ ํฅ๋ฏธ๋กœ์šด๊ฒƒ์€ ์ด ๊ธฐ์—…์˜ ๋ฟŒ๋ฆฌ๋Š” ํ•„๋ฆฝ์Šค์™€ ASM ์ธํ„ฐ๋‚ด์…”๋„์—์„œ ๋ถ„์‚ฌ๋˜์–ด ์‹œ์ž‘๋๋‹ค๋Š”๊ฒƒ.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 127% ์ƒ์Šนํ–ˆ๋‹ค.





0c90f419c9dd3fa920acc0b25e806d73ce2e31716741771ac782f3e06a34


โ€‹7์œ„ AMD (๋ฏธ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 1154์กฐ์›


๋ฏธ๊ตญ์˜ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
์ฃผ๋กœ ์ค‘์•™์ฒ˜๋ฆฌ์žฅ์น˜(CPU), ๊ทธ๋ž˜ํ”ฝ ์ฒ˜๋ฆฌ์žฅ์น˜(GPU), ์‹œ์Šคํ…œ ์˜จ ์นฉ(SoC) ๋ฐ ์ปดํ“จํ„ฐ ๋ถ€ํ’ˆ์„ ๊ฐœ๋ฐœํ•œ๋‹ค.
๋˜ํ•œ ์„œ๋ฒ„, ๋ฐ์ดํ„ฐ์„ผํ„ฐ, ๊ฒŒ์ž„ ๋ฐ ๊ณ ์„ฑ๋Šฅ ์ปดํ“จํŒ…๊ณผ ๊ฐ™์€ ์ƒˆ๋กœ์šด ์‚ฌ์—…์—๋„ ์ง„์ถœํ•˜๊ณ ์žˆ๋Š” ์ƒํ™ฉ.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 308% ์ƒ์Šนํ–ˆ๋‹ค.





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โ€‹6์œ„ ๋งˆ์ดํฌ๋ก  (๋ฏธ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 1281์กฐ์›


๋ฏธ๊ตญ์˜ ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
DRAM, ํ”Œ๋ž˜์‹œ ๋ฉ”๋ชจ๋ฆฌ, SSD๋ฅผ ํฌํ•จํ•œ ์ปดํ“จํ„ฐ ๋ฉ”๋ชจ๋ฆฌ ์ œํ’ˆ ์ „๋ฐ˜์„ ์ œ์กฐํ•˜๊ณ ์žˆ๋‹ค.
๋งˆ์ดํฌ๋ก ์€ ๋ฏธ๊ตญ์—์„œ ์œ ์ผํ•œ ์ฃผ์š” ์ปดํ“จํ„ฐ ๋ฉ”๋ชจ๋ฆฌ ์ œ์กฐ์—…์ฒด์ด๋ฉฐ, ๋ฉ”๋ชจ๋ฆฌ ์‹œ์žฅ ์ ์œ ์œจ 3์œ„๋ฅผ ๊ธฐ๋กํ•˜๊ณ ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 679% ์ƒ์Šนํ–ˆ๋‹ค.





1e96ef0efcdc31be20acc0b258c12a3aab6bceefdffa8676b406fc


โ€‹5์œ„ SKํ•˜์ด๋‹‰์Šค (ํ•œ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 1377์กฐ์›


ํ•œ๊ตญ์˜ ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
๋‚ธ๋“œํ”Œ๋ž˜์‹œ, ๊ณ ๋Œ€์—ญํญ ๋ฉ”๋ชจ๋ฆฌ(HBM), SSD ๋ฐ ์ปดํ“จํŒ… ๋ฉ”๋ชจ๋ฆฌ ์‹œ์žฅ์—์„œ ๋งค์šฐ ํฐ ์˜ํ–ฅ๋ ฅ์„ ๋ฐœํœ˜ํ•˜๊ณ  ์žˆ๋‹ค.
์‚ผ์„ฑ์ „์ž, ๋งˆ์ดํฌ๋ก ๊ณผ ํ•จ๊ป˜ ์„ธ๊ณ„ ๋น…3 ๋ฉ”๋ชจ๋ฆฌ ์ œ์กฐ์—…์ฒด๋กœ ๋ฌถ์ธ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 764% ์ƒ์Šนํ–ˆ๋‹ค.





1ebcdd35f0dc3f994cb3d7b61dee2d3e98beb0ac4303ac473871b51ef1ad9200ae43678173


โ€‹4์œ„ ์‚ผ์„ฑ์ „์ž (ํ•œ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 1710์กฐ์›


ํ•œ๊ตญ์˜ ์ „์ž ๋ฐ ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
์Šค๋งˆํŠธํฐ๊ณผ ๋ฉ”๋ชจ๋ฆฌ ๋ฐ˜๋„์ฒด๋ถ€ํ„ฐ ๋‚ธ๋“œํ”Œ๋ž˜์‹œ, SSD, ๋ฆฌํŠฌ์ด์˜จ ๋ฐฐํ„ฐ๋ฆฌ, ์ด๋ฏธ์ง€์„ผ์„œ, ๋””์Šคํ”Œ๋ ˆ์ด ๋“ฑ ์ˆ˜๋งŽ์€ ์ „์ž ๋ถ€ํ’ˆ์„ ์ œ์กฐํ•˜๊ณ  ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 386% ์ƒ์Šนํ–ˆ๋‹ค.





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3์œ„ ๋ธŒ๋กœ๋“œ์ปด (๋ฏธ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 2964์กฐ์›


๋ฏธ๊ตญ์˜ ๋ฐ˜๋„์ฒด ๋ฐ ์ธํ”„๋ผ ์†Œํ”„ํŠธ์›จ์–ด ๊ธฐ์—….
๋ฐ์ดํ„ฐ์„ผํ„ฐ, ๋„คํŠธ์›Œํ‚น, ์†Œํ”„ํŠธ์›จ์–ด, ๊ด‘๋Œ€์—ญ, ๋ฌด์„ , ์Šคํ† ๋ฆฌ์ง€ ๋ฐ ์‚ฐ์—… ์‹œ์žฅ์— ์ง„์ถœํ•ด์žˆ์œผ๋ฉฐ ํ…Œ์Šฌ๋ผ๋ฅผ ๋Œ€์ฒดํ•˜์—ฌ ์ฐจ์„ธ๋Œ€ ๋งค๊ทธ๋‹ˆํ”ผ์„ผํŠธ7์— ๋“ค์–ด๊ฐˆ ์ž๊ฒฉ์ด ์ถฉ๋ถ„ํ•œ ๊ธฐ์—…์ด๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 76% ์ƒ์Šนํ–ˆ๋‹ค.






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โ€‹2์œ„ TSMC (๋Œ€๋งŒ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 3173์กฐ์›


๋Œ€๋งŒ์˜ ํŒŒ์šด๋“œ๋ฆฌ ๋ฐ˜๋„์ฒด ๊ธฐ์—….
์„ธ๊ณ„ ํŒŒ์šด๋“œ๋ฆฌ ์‹œ์žฅ ์ ์œ ์œจ 65%์ด์ƒ์„ ์ฐจ์ง€ํ•˜๊ณ ์žˆ์œผ๋ฉฐ, ์ธ๊ณต์ง€๋Šฅ(AI) ๋ถ๊ณผ AI์— ํ•„์š”ํ•œ ๊ณ ๊ธ‰ ์นฉ ๊ฐœ๋ฐœ์—์„œ์˜ ์ค‘์š”์„ฑ์œผ๋กœ ์ธํ•ด ํšŒ์‚ฌ๊ฐ€ ๊ธ‰์†๋„๋กœ ์„ฑ์žฅํ–ˆ๋‹ค.
๊ฑฐ์˜ ๋ชจ๋“  ๋ฏธ๊ตญ, ์œ ๋Ÿฝ, ์•„์‹œ์•„ ๋ฐ˜๋„์ฒด ๊ธฐ์—…๋“ค์ด TSMC์— ์œ„ํƒ ์ƒ์‚ฐ์„ ๋งก๊ธฐ๊ณ ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 105% ์ƒ์Šนํ–ˆ๋‹ค.





038bf902ccf307aa61b8d9fb05c72375ce6360d51bc352275f948616cf82ffafaa


โ€‹1์œ„ ์—”๋น„๋””์•„ (๋ฏธ๊ตญ)
โ€‹์‹œ๊ฐ€์ด์•ก ์•ฝ 7887์กฐ์›


๋ฏธ๊ตญ์˜ ๋น…ํ…Œํฌ ๊ธฐ์—….
๋ฐ์ดํ„ฐ ๊ณผํ•™, ๊ณ ์„ฑ๋Šฅ ์ปดํ“จํŒ…, ๋น„๋””์˜ค ๊ฒŒ์ž„, ๋ชจ๋ฐ”์ผ ๋ฐ ์ž๋™์ฐจ ์• ํ”Œ๋ฆฌ์ผ€์ด์…˜์„ ์œ„ํ•œ ๊ทธ๋ž˜ํ”ฝ ์ฒ˜๋ฆฌ์žฅ์น˜(GPU), ์‹œ์Šคํ…œ ์˜จ ์นฉ(SoC) ๋ฐ ์• ํ”Œ๋ฆฌ์ผ€์ด์…˜ ํ”„๋กœ๊ทธ๋ž˜๋ฐ ์ธํ„ฐํŽ˜์ด์Šค(API)๋ฅผ ๊ฐœ๋ฐœํ•œ๋‹ค.
์›๋ž˜ ๊ทธ๋ž˜ํ”ฝ์นด๋“œ๊ฐ€ ์ฃผ ์‚ฌ์—…์ด์˜€๋˜ ์—”๋น„๋””์•„๋Š” ์ธ๊ณต์ง€๋Šฅ๊ณผ ์ „๋ฌธ ์‹œ๊ฐํ™” ๋ฐ ์Šˆํผ์ปดํ“จํŒ…์„ ํฌํ•จํ•œ ๋‹ค๋ฅธ ์‹œ์žฅ์œผ๋กœ ์‚ฌ์šฉ ๋ฒ”์œ„๋ฅผ ๋„“ํ˜”๋‹ค.
์‚ฌ์‹ค์ƒ ์ „์„ธ๊ณ„ AI ์‚ฐ์—…์˜ ๋ผˆ๋Œ€ ์—ญํ• ์„ ํ•˜๊ณ ์žˆ์œผ๋ฉฐ ๊ทธ์— ์ƒ์‘ํ•˜๋“ฏ ๋ฏธ์ณ๋ฒ„๋ฆฐ ์‹œ๊ฐ€์ด์•ก์„ ์ž๋ž‘ํ•˜๊ณ ์žˆ๋‹ค.
์ตœ๊ทผ ์ฃผ๊ฐ€๊ฐ€ 59% ์ƒ์Šนํ–ˆ๋‹ค.





์ถœ์ฒ˜: ์ด๋ก  ๊ฐค๋Ÿฌ๋ฆฌ [์›๋ณธ ๋ณด๊ธฐ]

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Stock / Investment

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