[속보] 美, 中 반도체 수출통제…한국산 HBM도 적용돼

<!doctype html> <html lang="ko" data-useragent="Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 6.0; SLCC1; .NET CLR 2.0.50727; .NET CLR 3.0.04506; .NET CLR 3.5.21022; .NET CLR 1.0.3705; .NET CLR 1.1.4322)"> <head> <meta charset="utf-8"> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <meta name="viewport" content="width=device-width, initial-scale=1.0, maximum-scale=1.0, minimum-scale=1.0, user-scalable=no" /> <meta property="og:title" content="[속보] 美, 中 반도체 수출통제…한국산 HBM도 적용돼"> <meta property="og:type" content="article"> <meta property="og:url" content="https://n.news.naver.com/article/021/0002675488"> <meta property="og:image" content="https://imgnews.pstatic.net/image/021/2024/12/02/0002675488_001_20241202233017732.jpg?type=w800"> <meta property="og:description" content="미국 정부가 고대역폭메모리(HBM)의 중국 수출을 통제했다. HBM은 중국이 인공지능(AI)을 개발하는데 필요한 핵심 부품이다. 미국 상무부 산업안보국(BIS)은 2일(현지시간) 수출통제 대상 품목에 특정 HBM 제"> <meta property="og:article:author" content="문화일보 | 네이버"> <meta name="twitter:card" content="summary_large_image"> <meta name="twitter:title" content="[속보] 美, 中 반도체 수출통제…한국산 HBM도 적용돼"> <meta name="twitter:site" content="네이버 뉴스"> <meta name="twitter:creator" content="문화일보"> <meta name="twitter:image" content="https://imgnews.pstatic.net/image/021/2024/12/02/0002675488_001_20241202233017732.jpg?type=w800"> <meta name="twitter:description" content="미국 정부가 고대역폭메모리(HBM)의 중국 수출을 통제했다. 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HBM은 중국이 인공지능(AI)을 개발하는데 필요한 핵심 부품이다.<br><br>미국 상무부 산업안보국(BIS)은 2일(현지시간) 수출통제 대상 품목에 특정 HBM 제품을 추가한다고 관보를 통해 밝혔다.<br><br>HBM은 여러 개의 D램을 수직으로 쌓아 올려 만든 고성능 메모리로 AI 가속기를 가동하는 데에 쓰인다.<br><br>상무부는 이번 수출통제에 해외직접생산품규칙(FDPR)을 적용했다. 미국이 아닌 다른 나라에서 만든 제품이더라도 미국산 소프트웨어나 장비, 기술 등이 사용됐다면 이번 수출통제에 해당된다는 의미다.<br><br>현재 전 세계 HBM 시장은 SK하이닉스와 삼성전자, 마이크론이 장악하고 있다.<br><br>상무부는 HBM의 성능 단위인 ‘메모리 대역폭 밀도’(memory bandwidth density)가 평방밀리미터당 초당 2기가바이트(GB)보다 높은 제품을 통제하기로 했다. <br><br>상무부는 현재 생산되는 모든 HBM 스택이 이 기준을 초과한다고 밝혔다.<br><br> </article> </div> <div class="byline"> <p class="byline_p"> <span class="byline_s">김유진 기자(klug@munhwa.com)</span> </p> </div> <div class="newsct_journalist"> <div class="newsct_journalist_inner"> <h4 class="blind">기자 프로필</h4> <div class="media_journalistcard _JOURNALIST_CARD _MORE_WRAP"> <div id="JOURNALIST_CARD_LIST" class="media_journalistcard_inner"> <div class="media_journalistcard_item _SUBSCRIBE_ELE" data-subscribe-type="JOURNALIST" data-current-subscribe="true"> <div 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통계","view":"통계","fold":"접기","user_env_title":"어디에서 댓글을 썼을까요?"},"alert":{"max_length":"{0}자까지 입력할 수 있습니다.","login_require":"로그인을 하신 후 이용해 주시기 바랍니다.","min_length":"내용을 최소 {0}자 이상 입력해주세요."}},"nPageSize":5,"sObjectId":"news021,0002675488","sLikeItId":"ne_021_0002675488","sTicket":"news","nUserCommentReplyPageSize":10,"sAuthType":"naver","sTemplateId":"view_world_m1","htErrorHandler":{"3003":"고객님께서는 운영원칙에서 제한하고 있는 글을 작성하셨기 때문에 글쓰기를 포함한 일부 활동이 일정 기간 제한되었습니다. 동일 내용 댓글의 반복작성이 확인된 경우 제한기간은 1일이며, 반복이 계속되면 기간이 연장될 수 있습니다.","3004":"고객님께서는 운영원칙에서 제한하고 있는 글을 다수 작성하셨기 때문에 글쓰기를 포함한 일부 활동이 일정 기간 제한되었습니다.","3005":"고객님의 IP는 운영원칙에서 제한하고 있는 글을 작성하셨기 때문에 글쓰기를 포함한 일부 활동이 제한되었습니다.","3006":"고객님께서는 운영원칙에서 제한하고 있는 글을 작성하셨기 때문에 무기한 글쓰기를 포함한 일부 활동이 제한되었습니다.","3011":"문화일보 댓글 정책에 따라 이 기사에서는 댓글을 제공하지 않습니다.","4004":"해당되는 댓글이 없습니다.","5003":"정상적으로 반영되지 않았습니다. 화면 새로고침 후 다시 시도해 주세요.","5006":"자신의 글에 공감 할 수 없습니다.","5008":"자신의 글에 비공감 할 수 없습니다.","5010":"댓글/답글은 60초 내에 한 개만 등록하실 수 있습니다.","5026":"공감/비공감은 최근 24시간내 50회까지 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class="ofhe_link _NLOG_IMPRESSION" data-clk="arw.art" data-extra="{"airs":{"session_id":"dCoQgjZfT5olWvJT"}}" data-imp-gdid="880000C2_000000000000000005122339" data-imp-url="https://n.news.naver.com/article/008/0005122339" data-imp-index="19"> <div class="ofhe_thumb _LAZY_LOADING_ERROR_HIDE"> <div class="ofhe_image"> <img data-src="https://imgnews.pstatic.net/image/origin/008/2024/12/03/5122339.jpg?type=nf336_206" data-scroll="true" alt="" class="_LAZY_LOADING"> </div> </div> <div class="ofhe_headline">중장기 성과 1위…안전성+수익성 다 잡았다</div> <div class="ofhe_lede _LAZY_LOADING_ERROR_SHOW" style="display:none;">KB자산운용의 퇴직연금 투자상품인 'KB온국민TDF2055' 펀드는 뛰어난 중장기 성과로 2024 대한민국 펀드대상에서 '베스트 연금펀드'에 선정됐다. KB온국민TDF2055는 2055년 은퇴를 목표로 하는 투자자에</div> </a> </li> <li class="ofhe_item _LAZY_LOADING_WRAP" data-loading-error-allowed="true"> <a href="/article/025/0003405242" class="ofhe_link _NLOG_IMPRESSION" data-clk="arw.art" data-extra="{"airs":{"session_id":"dCoQgjZfT5olWvJT"}}" data-imp-gdid="880000F2_000000000000000003405242" data-imp-url="https://n.news.naver.com/article/025/0003405242" data-imp-index="20"> <div class="ofhe_thumb _LAZY_LOADING_ERROR_HIDE"> <div class="ofhe_image"> <img data-src="https://imgnews.pstatic.net/image/origin/025/2024/12/04/3405242.jpg?type=nf336_206" data-scroll="true" alt="" class="_LAZY_LOADING"> </div> </div> <div class="ofhe_headline">[속보] 美국무부, 한국 국회의 계엄해제 결의에 “준수되길 희망”</div> <div class="ofhe_lede _LAZY_LOADING_ERROR_SHOW" style="display:none;">미국 정부는 3일(현지시간) 윤석열 대통령의 비상 계엄령 선포 이후 국회가 계엄령 해제 요구 결의안을 가결 처리한 것과 관련해 “준수되길 희망한다”고 조심스럽게 촉구했다. 이날 베단트 파텔 국무부 부대변인은 브리핑에</div> </a> </li> <li class="ofhe_item _LAZY_LOADING_WRAP" data-loading-error-allowed="true"> <a 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</div> <div class="ofhe_headline">“윤 대통령, 탄핵으로 들어갔다”…법조계도 계엄 선포에 분노</div> <div class="ofhe_lede _LAZY_LOADING_ERROR_SHOW" style="display:none;">윤석열 대통령이 3일 밤 비상계엄을 선포하자 법조계 전문가들도 당혹감을 감추지 못하며 분노를 감추지 못했다. 법조계 전문가들은 윤 대통령의 비상계엄선포는 헌법 위반이라고 한목소리를 냈다. 차진아 고려대 법학전문대학원</div> </a> </li> <li class="ofhe_item _LAZY_LOADING_WRAP" data-loading-error-allowed="true"> <a href="/article/293/0000061171" class="ofhe_link _NLOG_IMPRESSION" data-clk="arw.art" data-extra="{"airs":{"session_id":"dCoQgjZfT5olWvJT"}}" data-imp-gdid="880003A5_000000000000000000061171" data-imp-url="https://n.news.naver.com/article/293/0000061171" data-imp-index="24"> <div class="ofhe_thumb _LAZY_LOADING_ERROR_HIDE"> <div class="ofhe_image"> <img data-src="https://imgnews.pstatic.net/image/origin/293/2024/12/03/61171.jpg?type=nf336_206" data-scroll="true" alt="" class="_LAZY_LOADING"> </div> </div> <div class="ofhe_headline">슈퍼마이크로, 회계 조작 우려 해소되나…"위법 행위 증거 없다"</div> <div class="ofhe_lede _LAZY_LOADING_ERROR_SHOW" style="display:none;">회계 부정 의혹에 직면한 인공지능(AI) 서버 제조업체 슈퍼마이크로컴퓨터가 독립 위원회의 조사 결과 회계 조작에 대한 근거를 발견하지 못했다고 발표했다. 다만 회사는 위원회의 권고에 따라 신임 최고재무책임자(CFO)</div> </a> </li> </ul> </div> <div class="flick-panel"> <ul class="ofhe_list"> <li class="ofhe_item _LAZY_LOADING_WRAP" data-loading-error-allowed="true"> <a href="/article/014/0005276145" class="ofhe_link _NLOG_IMPRESSION" data-clk="arw.art" data-extra="{"airs":{"session_id":"dCoQgjZfT5olWvJT"}}" data-imp-gdid="880000FF_000000000000000005276145" data-imp-url="https://n.news.naver.com/article/014/0005276145" data-imp-index="25"> <div class="ofhe_thumb _LAZY_LOADING_ERROR_HIDE"> <div class="ofhe_image"> <img data-src="https://imgnews.pstatic.net/image/origin/014/2024/12/03/5276145.jpg?type=nf336_206" data-scroll="true" alt="" class="_LAZY_LOADING"> </div> </div> <div class="ofhe_headline">"변기에 앉아 빨대 불어라"..의사가 추천한 우스꽝스러운 변비 해결책 [헬스톡]</div> <div class="ofhe_lede _LAZY_LOADING_ERROR_SHOW" style="display:none;">영국의 외과 의사가 빨대로 변비를 고칠 수 있다고 전해 화제다. 3일 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