{"id":2900,"date":"2024-06-28T04:41:23","date_gmt":"2024-06-28T04:41:23","guid":{"rendered":"http:\/\/csp.snuac.ac.kr\/?p=2900"},"modified":"2024-06-28T04:41:24","modified_gmt":"2024-06-28T04:41:24","slug":"%ed%8a%b9%eb%b3%84%ea%b0%95%ec%97%b0-geopolitics-and-changing-determinants-of-gvcs-in-the-global-semiconductor-industry","status":"publish","type":"post","link":"http:\/\/csp.snuac.ac.kr\/?p=2900","title":{"rendered":"[\ud2b9\ubcc4\uac15\uc5f0] Geopolitics and Changing Determinants of GVCs in the Global Semiconductor Industry"},"content":{"rendered":"\n

\uc8fc\uc81c: Geopolitics and Changing Determinants of GVCs in the Global Semiconductor Industry<\/p>\n\n\n\n

\uc77c\uc2dc: 2024\ub144 6\uc6d4 24\uc77c(\uc6d4) 14:00-16:30<\/p>\n\n\n\n

\uc7a5\uc18c: \uc11c\uc6b8\ub300\ud559\uad50 \uc544\uc2dc\uc544\uc5f0\uad6c\uc18c 303\ud638<\/p>\n\n\n\n

\uc0ac\ud68c: \uc784\ud61c\ub780 \uad50\uc218(\uc11c\uc6b8\ub300 \uc815\uce58\uc678\uad50\ud559\ubd80) \ubc1c\ud45c:Chan-Yuan Wong \uad50\uc218(\uce6d\ud654\ub300) \ud1a0\ub860: \uad8c\ud615\uae30 \uad50\uc218(\uc11c\uc6b8\ub300 \uc815\uce58\uc678\uad50\ud559\ubd80)\u00a0<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

\u00a06\uc6d4 24\uc77c \uc624\ud6c4 2\uc2dc \uc544\uc2dc\uc544\uc5f0\uad6c\uc18c 303\ud638\uc5d0\uc11c < Geopolitics and Changing Determinants of GVCs in the Global Semiconductor Industry > \uc8fc\uc81c\ub85c \uc11c\uc6b8\ub300\ud559\uad50 \uc544\uc2dc\uc544\uc5f0\uad6c\uc18c \uc2dc\ubbfc\uc0ac\ud68c \ud504\ub85c\uadf8\ub7a8 \uc8fc\ucd5c\uc758 \ud2b9\ubcc4\uac15\uc5f0\uc774 \uac1c\ucd5c\ub418\uc5c8\ub2e4. \uc11c\uc6b8\ub300\ud559\uad50 \uc815\uce58\uc678\uad50\ud559\ubd80 \uc784\ud61c\ub780 \uad50\uc218\uc758 \uc0ac\ud68c, Chan-Yuan Wong \uad50\uc218(\uce6d\ud654\ub300)\uc758 \ubc1c\ud45c, \uadf8\ub9ac\uace0 \uad8c\ud615\uae30 \uad50\uc218(\uc11c\uc6b8\ub300 \uc815\uce58\uc678\uad50\ud559\ubd80)\uc758 \ud1a0\ub860\uc73c\ub85c \uc9c4\ud589\ub418\uc5c8\ub2e4.<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

\ubcf8 \ud2b9\ubcc4\uac15\uc5f0\uc5d0\uc11c Chan-Yuan Wong \uad50\uc218\ub294 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uc9c0\uc815\ud559(Geopolitics)\uacfc \uae00\ub85c\ubc8c \uac00\uce58\uc0ac\uc2ac(Global Value Chain: GVC) \uacb0\uc815\uc694\uc778\uc758 \ubcc0\ud654\uc640 \uad00\ub828\ud558\uc5ec \ubc1c\ud45c\ud558\uc600\ub2e4. \uc774\ub7ec\ud55c \uc8fc\uc81c\ub294 \uacf5\uae09\ub9dd\uc774 \ub354 \uc138\uacc4\ud654\ub418\uace0 \uc911\uac04\uc7ac\uac00 \ub354\uc6b1 \uacbd\uacc4\ub97c \ub118\uc5b4\uc11c \uac70\ub798\ub418\uba74\uc11c, GVC\uc758 \uac1c\ub150\uc744 \ub354\uc6b1 \uad6d\uc81c\uc801 \uacbd\uc81c\uad00\uacc4 \uc18d\uc5d0\uc11c \uc774\ud574\ud558\ub294 \uac83\uc774 \uc801\uc808\ud574\uc9d0\uc5d0 \ub530\ub77c \uc81c\uc2dc\ub418\uc5c8\ub2e4. \uc774\ub294 \ud2b9\ud788 \ubbf8\uad6d\uacfc \uc911\uad6d\uc758 \ud328\uad8c \uacbd\uc7c1\uc744 \ub458\ub7ec\uc2fc \uae34\uc7a5, \uc989 \uc9c0\uc815\ud559\uc801 \uc694\uc778\uc774 GVC\ub97c \uc7ac\ud3b8\uc131\ud558\ub294 \ucd94\uac00\uc694\uc778\uc73c\ub85c \ubd80\uc0c1\ud568\uc5d0 \ub530\ub77c \uc911\uc694\ud574\uc84c\ub2e4. \uc774\uc5d0 \ub530\ub77c \ubcf8 \uac15\uc5f0\uc740 \uc9c0\uc815\ud559\uc801 \ub3c4\uc804\uacfc \uc774\uc5d0 \ub300\ud55c \ud55c\uad6d, \ub300\ub9cc, \uc911\uad6d\uc758 \ub300\uc751\uc744 \uc911\uc2ec\uc73c\ub85c, \uae30\uc5c5\uacfc \uad6d\uac00\uac00 GVC\uc758 \ud6a8\uc728\uc131\uacfc \uacf5\uae09\ub9dd\uc758 \ud0c4\ub825\uc131\uc744 \uc5b4\ub5bb\uac8c \uc7ac\uc870\uc815\ud558\ub294\uc9c0\ub97c \uc0c8\ub85c\uc6b4 \uae00\ub85c\ubc8c \uac00\uce58\uc0ac\uc2ac \ubc29\uc2dd\uc744 \ucd94\uad6c\ud558\uace0 \ub3d9\uc2dc\uc5d0 \uc8fc\uc694 \ub3d9\ub9f9\uacfc \uc5f0\ud569\uc744 \uacac\uace0\ud654\ud558\ub294 \ubc29\uc2dd\uc744 \ud1b5\ud574 \uc0b4\ud3b4\ubcf4\uc558\ub2e4. <\/p>\n\n\n\n

\uc6b0\uc120 \ubbf8\uad6d\uc758 \ud2b8\ub7fc\ud504\uc640 \ubc14\uc774\ub4e0 \ud589\uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \ub0b4 \uc218\ub2e8\uacfc \ubcc0\ud654\uc5d0 \ub530\ub978 \uc911\uad6d, \ud55c\uad6d, \ub300\ub9cc\uc758 \ubcc0\ud654\ub97c \ubcf4\uc558\ub2e4. \ubbf8\uad6d\uc740 \uad6d\uac00\uc548\ubcf4\uc758 \ucc28\uc6d0\uc5d0\uc11c \uc911\uad6d\uc73c\ub85c\uc758 \uae30\uc220 \uc218\ucd9c\uc744 \uc81c\ud55c\ud558\uace0, \uc911\uad6d\uc740 \uace0\uae09\ud615(high-end)\uacfc \uc800\uac00\ud615(low-end) ICT \uc0c1\ud488\uc744 \ub458 \ub2e4 \uc0dd\uc0b0\ud558\uba70 \ucd94\uaca9\ud558\uace0 \uc788\ub2e4. \uc774\ub7ec\ud55c \ub9f9\ucd94\uaca9\uc5d0 \ud55c\uad6d\uc740 ICT \ubd84\uc57c\uc5d0\uc11c \uc911\uad6d\uacfc\uc758 \uacbd\uc7c1\uc5d0 \uc9c1\uba74\ud588\uc73c\uba70, \ub300\ub9cc\uc740 \ucc28\ubcc4\ud654\ub41c \uae30\uc220\uc744 \uc0dd\uc0b0\ud558\uace0 \uc788\ub2e4. \uadf8\ub9ac\uace0 \uad6d\ub0b4 \uc77c\uc790\ub9ac \ucc28\uc6d0\uc5d0\uc11c \ubbf8\uad6d\uc758 \ubc14\uc774\ub4e0 \ud589\uc815\ubd80\ub294 \uc0b0\uc5c5 \uac00\uce58\uc0ac\uc2ac\uc758 \ud65c\uc131\ud654\ub97c \ud655\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \uce694\ub3d9\ub9f9\uc744 \ud1b5\ud574 \ub3d9\uc544\uc2dc\uc544 \uc138 \uad6d\uac00\uc640 \ub3d9\ub9f9\uc744 \ub9fa\uc73c\uba74\uc11c \ubbf8\uad6d\uc5d0 \uce69\uc744 \uc0dd\uc131\ud558\ub294 \uc81c\uc870\uc2dc\uc124(fab)\uc744 \uc138\uc6b8 \uac83\uc744 \uc555\ubc15\ud558\uace0 \uc788\ub2e4. \uc0bc\uc131\uc740 \uc2dc\uc548(Xian)\uc5d0\uc11c \ud50c\ub798\uc26c\uba54\ubaa8\ub9ac\ub97c \uc81c\uc870\ud558\uba74\uc11c \uc0dd\uc0b0\uc131\uc744 \uc720\uc9c0\ud558\uace0 \ud14c\uc77c\ub7ec(Taylor)\uc5d0 \uc0c8\ub85c\uc6b4 \uc81c\uc870\uc2dc\uc124\uc744 \ud22c\uc790\ud558\uba74\uc11c \ud30c\uc6b4\ub4dc\ub9ac \uacbd\uc601 \ubd80\ubb38\uc5d0\uc11c \uc2dc\uc7a5 \uc704\uce58\ub97c \uac15\ud654\ud558\uace0 \uc788\ub2e4. \ub300\ub9cc\uc740 \uc911\uad6d\uc758 \ud339\ub9ac\uc2a4(fabless) \uace0\uac1d\uc744 \uc704\ud574 \uc800\uac00\ud615 \ub85c\uc9c1\uce69(logic chip)\uc744 \uc0dd\uc0b0\ud558\uace0 \uacf5\uae09\ud558\uba74\uc11c \ub3d9\uc2dc\uc5d0 \ubbf8\uad6d\uc758 \ud339\ub9ac\uc2a4 \uae30\uc5c5\uc744 \uc704\ud574 \uace0\uae09\ud615 \ub85c\uc9c1\uce69\uc744 \uc0dd\uc0b0\ud558\uace0 \uacf5\uae09\ud558\ub294 \ubd84\uc5f4\uc744 \uacbd\ud5d8\ud558\uace0 \uc788\ub2e4. \uadf8\ub9ac\uace0 \ub300\ub9cc\uc740 \uacfc\uac70\ubd80\ud130 \uc2e0\uc8fc\uacfc\ud559\ub2e8\uc9c0\uc758 ITRI\ub97c \uc911\uc2ec\uc73c\ub85c \uc9c0\uc5ed \uae30\uc5c5(TSMC\uc640 UMC)\uacfc \uc9c0\uc5ed \uc911\uc18c\uae30\uc5c5 \uadf8\ub9ac\uace0 \uc138\uacc4 \uc8fc\uc694 \uae30\uc5c5(Intel\uacfc AMD)\uacfc \uc5f0\ud569\ud558\uba70 \uacbd\uc7c1\ub825\uc744 \ud655\ubcf4\ud558\uace0 \uc788\ub2e4. \uadf8\ub9ac\uace0 \uc911\uad6d \uae30\uc5c5\uc740 \uae30\uc874\uc758 \ubbf8\uad6d \uc8fc\ub3c4\uc758 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uada4\uc801\uc744 \ub6f0\uc5b4\uc624\ub974\uac70\ub098 \uc7ac\uad6c\uc131\ud558\uae30 \uc704\ud574 \ube44\uc601\ub9ac \uacfc\ud559\uc9c0\uc2dd\uc744 \ucc44\ud0dd\ud558\uc5ec \ud1a0\ucc29 \uae30\uc220\uc744 \ub9cc\ub4e4\uace0 \uc788\ub2e4. \uc774\uc5d0 \ub300\ud558\uc5ec TSMC\uc640 \uc0bc\uc131\uc740 \ub354 \ub098\uc740 \ucd5c\ucca8\ub2e8 \uae30\uc220\uc740 \ucc44\ud0dd\ud558\uba74\uc11c \ube44\uad50\uc6b0\uc704\ub97c \uc810\ud558\ub824\uace0 \ud558\uace0 \uc788\ub2e4.<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n\n\n\n

\uc774\ud6c4 \ud1a0\ub860\uacfc\uc815\uc5d0\uc11c GVC\uac00 \uc804\ud1b5\uc801\uc778 \uacbd\uc7c1\uc758 \uc218\ub2e8\uc774 \uc544\ub2cc \uc804\ud1b5\uc801\uc778 \ud750\ub984\uc5d0\uc11c \ubc97\uc5b4\ub09c(time breaking) \uc804\ub7b5\uc774\ub77c\ub294 \uc810\uc5d0\uc11c \uc5b4\ub5bb\uac8c \uc911\uad6d, \ub300\ub9cc, \ud55c\uad6d\uc774 \uae30\uc874\uc758 \uc81c\ub3c4\uc640 \uacbd\uc81c\ubc1c\uc804 \uada4\uc801\uc744 \ubc14\ud0d5\uc73c\ub85c \ubb38\uc81c\ub97c \uadf9\ubcf5\ud560 \uc218 \uc788\uc744\uc9c0\uc758 \uc9c8\ubb38\uc774 \uc788\uc5c8\ub2e4. \uadf8\ub9ac\uace0 \uae30\uc220\ubc1c\uc804\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uad6d\uc81c\uc801 \uc704\uce58\uc758 \ud1f4\ubcf4\uc640 \uacbd\uc81c\ubc1c\uc804\uc758 \ud6c4\ud1f4\ub97c \uacbd\ud5d8\ud55c \uc77c\ubcf8\uc744 \uc0ac\ub840\ub85c, \uac08\ub77c\ud30c\uace0\uc2a4 \uc99d\ud6c4\uad70\uc758 \uc18c\uc678\ubb38\uc81c\ub97c \uc5b4\ub5bb\uac8c \uc911\uad6d\uc774 \ud0c0\uac1c\ud560 \uac83\uc778\uac00\uc5d0 \ub300\ud55c \uc9c8\ubb38\uc774 \uc788\uc5c8\ub2e4. \uadf8\ub9ac\uace0 \ubbf8\uc911\ud328\uad8c\uac08\ub4f1\uc774\ub77c\ub294 \uc720\uc0ac\ud55c \ub3c4\uc804\uc5d0 \uc9c1\uba74\ud55c \ud55c\uad6d\uacfc \ub300\ub9cc\uc774 \uad6d\ub0b4\uc758 \uc11c\ub85c \ub2e4\ub978 \uc5ed\uc0ac\uc801 \uc81c\ub3c4\uc801 \uada4\uc801\uc758 \ucc28\uc774\ub85c \uc778\ud574 \uc11c\ub85c \ub2e4\ub978 \ub300\uc751\uc744 \ud560 \uc218\ub3c4 \uc788\uc9c0 \uc54a\uc740\uc9c0\uc5d0 \ub300\ud55c \uc9c8\ubb38, \uadf8\ub9ac\uace0 \ub3d9\uc544\uc2dc\uc544 \uae30\uc5c5 \ubfd0\ub9cc \uc544\ub2c8\ub77c \uc720\ub7fd \ub610\ud55c \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uacbd\uc7c1\uc790\ub85c \ub4f1\uc7a5\ud558\ub294 \ub4f1 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \uc2dc\uc7a5\uc758 \uc9c0\ud615 \ubcc0\ud654\uac00 \uc77c\uc5b4\ub098\uace0 \uc788\ub2e4\ub294 \uc9c0\uc801\ub3c4 \uc788\uc5c8\ub2e4. \ub9c8\uc9c0\ub9c9\uc73c\ub85c \uc911\uad6d\uc774 \ud55c\uad6d\uacfc \ub300\ub9cc\uc758 \uae30\uc5c5\uc744 \ud544\uc694\ub85c \ud558\ub294\uc9c0\uc5d0 \ub300\ud55c \uc9c8\ubb38\uc774 \uc788\uc5c8\ub294\ub370, \uc774\uc5d0 \ub300\ud558\uc5ec \ubc1c\ud45c\uc790\ub294 \uc911\uad6d\uc758 \ucd94\uaca9 \uc18d\ub3c4\ub97c \uc904\uc77c \uc218 \uc788\ub2e4\uba74 \uadf8 \uc2dc\uac04 \ub3d9\uc548 \ub300\ub9cc\uacfc \ud55c\uad6d\uc740 \uae30\uc220\ubc1c\uc804\uc744 \ud1b5\ud574 \uc911\uad6d\uc744 \uacc4\uc18d \uc0c1\ub300\uc801 \uc800\ubc1c\uc804 \uc0c1\ud0dc\ub85c \uc720\uc9c0\uc2dc\ud0ac \uc218 \uc788\ub2e4\uace0 \uc8fc\uc7a5\ud558\uc600\ub2e4. \uacb0\ub860\uc801\uc73c\ub85c \ubcf8 \uac15\uc5f0\uc740 \ubbf8\uad6d\uacfc \uc911\uad6d\uc758 \ud328\uad8c\uac08\ub4f1\uc774\ub77c\ub294 \uc9c0\uc815\ud559 \ubcc0\ud654\uac00 \uacbd\uc81c\uc801 \ud569\ub9ac\uc131 \uc678 GVC\ub97c \uc7ac\ud3b8\uc131\ud558\ub294 \ucd94\uac00 \uc694\uc778\uc73c\ub85c \ub4f1\uc7a5\ud588\ub2e4\ub294 \uc810\uacfc \ubbf8\uad6d\uc758 \uae30\uc220\ub825\uacfc \uc911\uad6d\uc758 \uc2dc\uc7a5\ub825 \uc0ac\uc774\uc758 \uade0\ud615\uc744 \ub9de\ucd94\uace0\uc790 \ud558\ub294 \ud55c\uad6d\uacfc \ub300\ub9cc\uc758 \ub300\uc751\uc744 \ud655\uc778\ud560 \uc218 \uc788\uc5c8\ub2e4\ub294 \uc810\uc5d0\uc11c \uc720\uc6a9\ud55c \ub17c\uc758\ub97c \uc81c\uacf5\ud558\uc600\ub2e4\uace0 \ubcfc \uc218 \uc788\ub2e4.<\/p>\n\n\n\n

\"\"\/<\/figure>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

\uc8fc\uc81c: Geopolitics and Changing Determinants of GVCs in the Global Semiconductor Industry \uc77c\uc2dc: 2024\ub144 6\uc6d4 24\uc77c(\uc6d4) 14:00-16:30 \uc7a5\uc18c: \uc11c\uc6b8\ub300\ud559\uad50 \uc544\uc2dc\uc544\uc5f0\uad6c\uc18c 303\ud638 \uc0ac\ud68c: \uc784\ud61c\ub780 \uad50\uc218(\uc11c\uc6b8\ub300 \uc815\uce58\uc678\uad50\ud559\ubd80) […]<\/p>\n","protected":false},"author":2,"featured_media":2902,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[25,3],"tags":[],"class_list":["post-2900","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-25","category-3"],"_links":{"self":[{"href":"http:\/\/csp.snuac.ac.kr\/index.php?rest_route=\/wp\/v2\/posts\/2900","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/csp.snuac.ac.kr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/csp.snuac.ac.kr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/csp.snuac.ac.kr\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"http:\/\/csp.snuac.ac.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2900"}],"version-history":[{"count":1,"href":"http:\/\/csp.snuac.ac.kr\/index.php?rest_route=\/wp\/v2\/posts\/2900\/revisions"}],"predecessor-version":[{"id":2906,"href":"http:\/\/csp.snuac.ac.kr\/index.php?rest_route=\/wp\/v2\/posts\/2900\/revisions\/2906"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/csp.snuac.ac.kr\/index.php?rest_route=\/wp\/v2\/media\/2902"}],"wp:attachment":[{"href":"http:\/\/csp.snuac.ac.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2900"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/csp.snuac.ac.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=2900"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/csp.snuac.ac.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=2900"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}