美, 한국산 HBM·반도체장비 對中 수출통제…일본산 장비는 예외(종합2보)

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style="display:block;overflow:hidden;position:relative;margin:33px 20px 10px 3px;padding-left:11px;font-weight:bold;border-left: 2px solid #141414;">美 기술 사용한 외국기업에 강제 적용…자발적 동참한 국가엔 허가 면제<br>삼성 HBM 수출 영향 가능성…SK는 전량 美 수출해 당장 타격 없을 전망<br>美, 中 군 현대화 관련 140개 수출통제 대상 발표…한국 기업 2개 포함</strong><br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a1"> <img id="img1" data-src="https://imgnews.pstatic.net/image/001/2024/12/03/PYH2024080705020000900_P4_20241203063810911.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="삼성전자의 HBM3E 제품 사진은 젠슨 황 엔비디아 CEO가 삼성 HBM3E에 남긴 사인. [한진만 삼성전자 부사장 SNS 캡처. 재판매 및 DB 금지]" style="display: none;" /> </div> </div><em class="img_desc">삼성전자의 HBM3E 제품<br>사진은 젠슨 황 엔비디아 CEO가 삼성 HBM3E에 남긴 사인. [한진만 삼성전자 부사장 SNS 캡처. 재판매 및 DB 금지]</em></span><br><br>(워싱턴=연합뉴스) 김동현 특파원 = 미국 정부가 중국이 인공지능(AI)을 개발하는 데 필요한 핵심 부품인 고대역폭메모리(HBM)를 확보하는 것을 막기 위해 한국 등 다른 나라의 대(對)중국 수출을 통제했다. <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 필요하다.<br><br> 상무부는 이번 수출통제에 해외직접생산품규칙(FDPR·Foreign Direct Product Rules)을 적용했다.<br><br> 이는 미국이 아닌 다른 나라에서 만든 제품이더라도 미국산 소프트웨어나 장비, 기술 등이 사용됐다면 수출통제를 준수해야 한다는 의미로, 우월한 기술력을 바탕으로 국제 특허 체제를 자국에 유리하게 만들어온 미국만이 사용할 수 있는 무기로 평가된다. <br><br> 현재 전 세계 HBM 시장은 한국의 SK하이닉스와 삼성전자, 미국의 마이크론이 장악하고 있다.<br><br> 반도체 산업은 미국의 원천 기술에 크게 의존하기 때문에 SK하이닉스와 삼성전자도 이번 수출통제를 적용받게 된다. <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> 업계에서는 중국에 HBM 일부를 수출하는 삼성전자가 이번 통제로 영향을 받을 것이라는 관측이 있다. <br><br> SK하이닉스는 현재 HBM 전량을 미국에 공급하고 있으며 생산량이 미국 내 수요를 못 따라가고 있어 당장은 별 영향이 없을 것으로 판단하는 것으로 알려졌다. <br><br> HBM 수출통제는 오는 31일부터 적용된다. <br><br> 상무부는 HBM을 미국이나 동맹국에 본사를 둔 기업의 중국 자회사에 수출할 경우에는 일부 제품에 대해 수출통제 예외를 신청할 수 있는 절차를 마련했다. <br><br><span class="end_photo_org"><div class="nbd_im_w _LAZY_LOADING_WRAP "> <div class="nbd_a _LAZY_LOADING_ERROR_HIDE" id="img_a2"> <img id="img2" data-src="https://imgnews.pstatic.net/image/001/2024/12/03/PYH2024102413300001300_P4_20241203063810914.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="SK하이닉스의 HBM 전시 서울 강남구 코엑스에서 열린 제 26회 반도체 대전 SEDEX 2024 SK하이닉스 부스에서 HBM 관련 영상이 나오고 있다. [연합뉴스 자료사진] " style="display: none;" /> </div> </div><em class="img_desc">SK하이닉스의 HBM 전시<br>서울 강남구 코엑스에서 열린 제 26회 반도체 대전 SEDEX 2024 SK하이닉스 부스에서 HBM 관련 영상이 나오고 있다. [연합뉴스 자료사진] </em></span><br><br>이날 상무부는 중국이 첨단반도체를 생산하는 데 필요한 반도체 제조 장비(SME) 24종과 소프트웨어 도구 3종에 대한 신규 수출통제도 발표했다.<br><br> 상무부는 또 해외직접생산품규칙을 특정 반도체 장비와 관련 부품에도 적용하기로 했다.<br><br> 따라서 한국에서 만드는 일부 반도체 장비와 부품의 중국 수출이 제한될 가능성이 있다.<br><br> 다만 상무부는 미국과 동등한 수준의 수출통제 제도를 자체적으로 운영하는 국가에 대해서는 해당 국가 기업이 반도체 장비를 중국에 수출할 때 상무부 허가를 받지 않아도 되도록 했다.<br><br> 주요 반도체 장비 수출국인 일본과 네덜란드를 포함한 총 33개 국가가 해당되는데 한국은 명단에 없다. <br><br> 이에 따라 한국 기업이 수출 허가 면제 국가에 소재한 기업과 중국 시장에서 경쟁할 때 상대적으로 불리해질 수 있다는 우려가 있다. <br><br> 그간 한국 정부는 미국의 압박에 대(對)중국 수출통제 동참을 검토하면서 수출통제 제도를 정비해왔으며 이에 따라 향후 미국이 제시한 기준을 충족할 경우 수출 허가 면제 국가에 포함될 수도 있다. <br><br> 일본과 네덜란드는 자국 기업의 반도체 장비 수출 일부를 자체적으로 제한하는 방식으로 미국의 수출통제 규정을 따르기로 미국 정부와 몇 달 전에 합의했다고 뉴욕타임스(NYT)는 보도했다. <br><br> 상무부는 특히 중국의 군 현대화와 연관된 기업 140개의 명단을 발표하고서 이들 기업에는 첨단반도체와 관련 장비를 수출하면 안 된다고 밝혔다. <br><br> 상무부는 이들 기업이 군사용 반도체 개발과 생산을 지원해 미국의 국가 안보와 외교 정책 이익에 반하는 활동을 하고 있다고 주장했다. <br><br> 이들 기업은 대부분 중국에 있지만 일부는 일본, 한국, 싱가포르에 있는데 한국에서는 'ACM 리서치 코리아'와 '엠피리언 코리아' 2개 기업이 지정됐다. <br><br> 상무부는 이날 발표한 수출통제의 목적이 중국이 전쟁의 미래를 바꿀 수 있는 첨단 AI를 개발하는 것을 늦추고, 중국이 자체적인 반도체 생태계를 구축하는 것을 방해하는 데 있다고 설명했다. <br><br> 바이든 행정부는 중국의 군 현대화와 대량살상무기(WMD) 개발에 첨단반도체와 AI 기술이 핵심이라고 보고 그동안 일련의 수출통제를 통해 중국의 기술 확보를 견제해왔다.<br><br> 지나 러몬도 상무부 장관은 "이번 조치는 우리 국가 안보에 위험이 되는 첨단기술의 생산을 현지화하려는 중국의 능력을 우리 동맹 및 파트너와 협력해 약화하고자 하는 바이든-해리스 행정부의 표적화 접근의 정점"이라고 밝혔다. <br><br> 제이크 설리번 국가안보보좌관은 "미국은 우리의 적들이 우리의 기술을 우리의 국가 안보를 위협하는 방식으로 사용하지 못하도록 하기 위해 중대한 조치를 취했다"고 말했다.<br><br> bluekey@yna.co.kr<br><br> </article> </div> <div class="byline"> <p class="byline_p"> <span class="byline_s">김동현(bluekey@yna.co.kr)</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 class="media_journalistcard_item_inner"> <div 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K 방산이 지닌 제조 역량을 활용해 방산 시장을 선점하기 위해서다. 한국이 쌓아 올린 '트랙 레코드'를 활용하면 신흥국에서도 수</div> </a> </li> <li class="ofhe_item _LAZY_LOADING_WRAP" data-loading-error-allowed="true"> <a href="/article/018/0005897846" class="ofhe_link _NLOG_IMPRESSION" data-clk="arw.art" data-extra="{"airs":{"session_id":"gaAIeA8mCyUSBjyY"}}" data-imp-gdid="880000E7_000000000000000005897846" data-imp-url="https://n.news.naver.com/article/018/0005897846" data-imp-index="10"> <div class="ofhe_thumb _LAZY_LOADING_ERROR_HIDE"> <div class="ofhe_image"> <img data-src="https://imgnews.pstatic.net/image/origin/018/2024/12/03/5897846.jpg?type=nf336_206" data-scroll="true" alt="" class="_LAZY_LOADING"> </div> </div> <div class="ofhe_headline">"중국만 빼고"…한국·일본·대만 반도체주 일제히 상승</div> <div class="ofhe_lede _LAZY_LOADING_ERROR_SHOW" style="display:none;">미국이 새로운 대중 반도체 수출 규제를 내놓으면서, 중국을 제외한 주요 아시아 시장에서 반도체주 주가가 일제히 상승하고 있다. 불확실성 해소, 예상보다 낮은 규제 강도에 따른 영향으로 풀이된다. 중국 상하이 푸동에 </div> </a> </li> <li class="ofhe_item _LAZY_LOADING_WRAP" data-loading-error-allowed="true"> <a href="/article/296/0000084416" class="ofhe_link _NLOG_IMPRESSION" data-clk="arw.art" data-extra="{"airs":{"session_id":"gaAIeA8mCyUSBjyY"}}" data-imp-gdid="8812A09F_000000000000000000084416" data-imp-url="https://n.news.naver.com/article/296/0000084416" data-imp-index="11"> <div class="ofhe_thumb _LAZY_LOADING_ERROR_HIDE"> <div class="ofhe_image"> <img data-src="https://imgnews.pstatic.net/image/origin/296/2024/12/03/84416.jpg?type=nf336_206" data-scroll="true" alt="" class="_LAZY_LOADING"> </div> </div> <div class="ofhe_headline">"24시간 내 1000명과 자겠다"...성관계 할 男모집 중인 女 논란, 무슨 일?</div> <div class="ofhe_lede _LAZY_LOADING_ERROR_SHOW" style="display:none;">24시간 내에 1000명의 남자와 자겠다. 2025년 1월 세계 기록을 깨는 이 도전의 일부가 되고싶은 남성은 내게 참가 신청 메일을 보내라!" 영국 성인 배우 릴리 필립스(23)가 하루 24시간 동안 1000명의</div> </a> </li> <li class="ofhe_item _LAZY_LOADING_WRAP" data-loading-error-allowed="true"> <a href="/article/421/0007941487" class="ofhe_link _NLOG_IMPRESSION" data-clk="arw.art" data-extra="{"airs":{"session_id":"gaAIeA8mCyUSBjyY"}}" data-imp-gdid="08138263_000000000000000007941487" data-imp-url="https://n.news.naver.com/article/421/0007941487" data-imp-index="12"> <div class="ofhe_thumb _LAZY_LOADING_ERROR_HIDE"> <div class="ofhe_image"> <img data-src="https://imgnews.pstatic.net/image/origin/421/2024/12/03/7941487.jpg?type=nf336_206" data-scroll="true" alt="" class="_LAZY_LOADING"> </div> </div> <div class="ofhe_headline">대중 반도체 추가 수출통제에…증권가 "본질은 삼성전자 기술 경쟁력"</div> <div class="ofhe_lede _LAZY_LOADING_ERROR_SHOW" style="display:none;">미국 정부가 인공지능(AI)을 개발하는 데 필요한 핵심 부품인 고대역폭메모리(HBM)의 대(對)중국 수출을 통제하기로 한 데 대해 삼성증권은 3일 "한국 메모리 우려는 본질을 호도하는 것"이라고 평가했다. 중국에 H</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/277/0005509791" class="ofhe_link _NLOG_IMPRESSION" data-clk="arw.art" data-extra="{"airs":{"session_id":"gaAIeA8mCyUSBjyY"}}" data-imp-gdid="88000385_000000000000000005509791" data-imp-url="https://n.news.naver.com/article/277/0005509791" data-imp-index="13"> <div class="ofhe_thumb _LAZY_LOADING_ERROR_HIDE"> <div class="ofhe_image"> <img data-src="https://imgnews.pstatic.net/image/origin/277/2024/12/03/5509791.jpg?type=nf336_206" data-scroll="true" alt="" class="_LAZY_LOADING"> </div> </div> <div class="ofhe_headline">'반도체 왕국' 부활은 없었다…결국 짐 싼 인텔 CEO(종합)</div> <div class="ofhe_lede _LAZY_LOADING_ERROR_SHOW" style="display:none;">몰락한 '반도체 제왕' 인텔의 구원투수로 투입됐던 팻 겔싱어 최고경영자(CEO)가 결국 자리에서 물러났다. 그가 CEO로 재직하는 지난 4년간 인텔이 인공지능(AI) 열풍에서 경쟁사 추격에 실패하고, 인수합병(M</div> </a> </li> <li class="ofhe_item _LAZY_LOADING_WRAP" data-loading-error-allowed="true"> <a href="/article/047/0002454617" class="ofhe_link _NLOG_IMPRESSION" data-clk="arw.art" data-extra="{"airs":{"session_id":"gaAIeA8mCyUSBjyY"}}" data-imp-gdid="880000E3_000000000000000002454617" data-imp-url="https://n.news.naver.com/article/047/0002454617" data-imp-index="14"> <div class="ofhe_thumb _LAZY_LOADING_ERROR_HIDE"> <div class="ofhe_image"> <img data-src="https://imgnews.pstatic.net/image/origin/047/2024/12/04/2454617.jpg?type=nf336_206" data-scroll="true" alt="" class="_LAZY_LOADING"> </div> </div> <div class="ofhe_headline">윤석열은 왜 육군총장을 계엄사령관에 임명했나... 기무사 문건 참고?</div> <div class="ofhe_lede _LAZY_LOADING_ERROR_SHOW" style="display:none;">▲ 윤석열 대통령이 2023년 서울 용산 대통령실 청사에서 열린 장성 진급·보직 신고 및 삼정검 수치 수여식에서 박안수 육군 참모총장에게 삼정검 수치를 수여한 뒤 기념촬영을 하고 있다. ⓒ 연합뉴스 윤석열 대통령은 </div> </a> </li> <li class="ofhe_item _LAZY_LOADING_WRAP" data-loading-error-allowed="true"> <a href="/article/008/0005122334" class="ofhe_link _NLOG_IMPRESSION" data-clk="arw.art" data-extra="{"airs":{"session_id":"gaAIeA8mCyUSBjyY"}}" data-imp-gdid="880000C2_000000000000000005122334" data-imp-url="https://n.news.naver.com/article/008/0005122334" data-imp-index="15"> <div class="ofhe_thumb _LAZY_LOADING_ERROR_HIDE"> <div class="ofhe_image"> <img 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PC·모바일 수요 부진 등으로 범용 메모리 가격이 당분간 계속 내려갈 전망이다. 미국이 우리 기업에 주기로 한 반도체 보조금은 삭감 가능성이 제기된다.</div> </a> </li> <li class="ofhe_item _LAZY_LOADING_WRAP" data-loading-error-allowed="true"> <a href="/article/015/0005064486" class="ofhe_link _NLOG_IMPRESSION" data-clk="arw.art" data-extra="{"airs":{"session_id":"gaAIeA8mCyUSBjyY"}}" data-imp-gdid="88000107_000000000000000005064486" data-imp-url="https://n.news.naver.com/article/015/0005064486" data-imp-index="16"> <div class="ofhe_thumb _LAZY_LOADING_ERROR_HIDE"> <div class="ofhe_image"> <img data-src="https://imgnews.pstatic.net/image/origin/015/2024/12/03/5064486.jpg?type=nf336_206" data-scroll="true" alt="" class="_LAZY_LOADING"> </div> </div> <div class="ofhe_headline">미국 "중국에 HBM·반도체 장비 수출 말라"…한국 '타격'</div> <div class="ofhe_lede _LAZY_LOADING_ERROR_SHOW" style="display:none;">미국 정부가 중국이 인공지능(AI)을 개발하는 데 필요한 핵심 부품인 고대역폭메모리(HBM)를 확보하는 것을 막기 위해 한국 등 다른 나라의 대(對)중국 수출을 통제하기로 했다. 미국 상무부 산업안보국(BIS)은 2</div> </a> </li> <li class="ofhe_item 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class="subscribe_alert_btn _TOGGLE" data-target="_MY_FEED_CANCEL_MODAL" data-classValue="is_hidden">아니오</a> </div> </div> </div> <script type="x-tmpl-mustache" class="_MY_FEED_CANCEL_MODAL_TEMPLATE"> {{#series}} <span class="subscribe_alert_p_ellipsis">{{value}}</span><br>연재 구독을 취소하시겠습니까? <span class="subscribe_alert_p_dsc">해당 연재는 <em>구독</em>에서 제외됩니다.</span> {{/series}} {{#journalist}} {{value}} 기자의 기사<br> 구독을 취소하시겠습니까? <span class="subscribe_alert_p_dsc"><em>구독</em>에서 해당 기자의 기사가 제외됩니다.</span> {{/journalist}} </script> <div id="_MODAL_LAYER_FOR_NOTIFICATION" class="modal is_hidden"></div> <div id="_MODAL_LAYER_FOR_NOTIFICATION_ALL" class="modal is_hidden"></div> <div id="_MODAL_LAYER_FOR_NOTIFICATION_OS" class="modal is_hidden"></div> <script type="x-tmpl-mustache" class="_MODAL_LAYER_TEMPLATE_FOR_NOTIFICATION"> <div class="m_dimmed"></div> <div class="m_notification is_single"> <strong class="mn_ok">구독완료</strong> {{#officeInfos}} <div class="mn_text"> <h4 class="mn_h">{{officeName}} 뉴스를 <br> <span class="m_em">알림</span>으로 받아 보시겠습니까?</h4> <p class="mn_p">언론사의 주요 콘텐츠를 <br> 네이버에서 빠르게 확인할 수 있습니다.</p> </div> {{/officeInfos}} <div class="mn_btns"> <button type="button" class="mn_btn _MODAL_LAYER_NEGATIVE" data-clk="{{nclk}}no">닫기</button> <button type="button" class="mn_btn as_em _MODAL_LAYER_POSITIVE" data-clk="{{nclk}}yes">알림받기</button> </div> </div> </script> <script type="x-tmpl-mustache" class="_MODAL_LAYER_TEMPLATE_FOR_NOTIFICATION_ALL"> <div class="m_dimmed"></div> <div class="m_notification"> <strong class="mn_ok">구독완료</strong> <div class="mn_text"> <h4 class="mn_h">언론사의 주요 뉴스를 <br> <span class="m_em">알림</span>으로 받아 보시겠습니까?</h4> <ul class="mn_list"> {{#officeInfos}} <li class="mn_item"> <div class="mn_head"> <div class="mn_img"> <img src="{{logo}}" alt="" onerror="this.outerHTML='<span class="no_image"></span>'"> </div> <div class="mn_name">{{officeName}}</div> </div> <div class="mn_body"> <button type="button" class="mn_noti _ALL_OFFICES_NOTIFICATION_ITEM" data-oid="{{officeId}}" data-clk-add="notchnon" data-clk-remove="notchnoff">알림받기 사용함</button> </div> </li> {{/officeInfos}} </ul> </div> <div class="mn_btns"> <button type="button" class="mn_btn _MODAL_LAYER_NEGATIVE" data-clk="{{nclk}}no">닫기</button> <button type="button" class="mn_btn as_em _MODAL_LAYER_POSITIVE _CHANNEL_BANNER_ITEM_NOTICE_COMPLETE" data-clk="{{nclk}}yes">완료</button> </div> </div> </script> <script type="x-tmpl-mustache" class="_MODAL_LAYER_TEMPLATE_FOR_NOTIFICATION_OS"> <div class="m_dimmed"></div> <div class="napp_notify_notice"> <div class="napp_notify_info_area"> <strong class="napp_notify_title">네이버 앱 푸시알림이 꺼져있어요.</strong> <div class="napp_notify_desc_box"> <p class="napp_notify_desc1">네이버 앱 알림켜기 > 알림탭 > 알림허용</p> <p class="napp_notify_desc2">버튼을 눌러 앱 알림 설정을 켜주세요.</p> </div> </div> <div class="napp_notify_button_area"> <button type="button" class="napp_notify_btn _MODAL_LAYER_NEGATIVE" data-clk="{{nclk}}.osnotoff">닫기</button> <button type="button" class="napp_notify_btn highlight _MODAL_LAYER_POSITIVE _NAPP_NOTIFY_COMPLETE" data-clk="{{nclk}}.osnoton">네이버 앱 알림 켜기</button> </div> </div> </div> </script> <div id="_MODAL_COMMENT_FOLLOW_TUTORIAL" style="display: none;"></div> <script type="x-tmpl-mustache" class="_MODAL_COMMENT_FOLLOW_TUTORIAL_TEMPLATE"> <div class="comment_follow_tutorial" role="dialog" aria-modal="true"> <div class="comment_follow_tutorial_layer"> <div class="comment_follow_tutorial_layer_dimmed"></div> <div class="comment_follow_tutorial_layer_container"> <div class="comment_follow_tutorial_layer_content"> <div class="comment_follow_tutorial_layer_item"> <p class="{{className}}">{{text}}</p> <i class="comment_follow_tutorial_layer_closeicon"></i> <button type="button" class="comment_follow_tutorial_layer_close _MODAL_COMMENT_FOLLOW_TUTORIAL_CLOSE" data-clk="{{nclkPrefix}}tutclose">닫기</button> </div> </div> </div> </div> </div> </script> <div id="_TICKER_LAYER_FOR_NOTIFICATION" class="ticker" style="display: none;"></div> <script type="x-tmpl-mustache" class="_TICKER_LAYER_TEMPLATE_FOR_NOTIFICATION"> {{#officeInfos}} <p class="t_inner"><em class="t_point">{{officeName}}</em> 언론사 알림이 설정되었습니다.</p> {{/officeInfos}} </script> <script src="https://static-nnews.pstatic.net/js/min/20241128a/library.min.js" crossorigin="anonymous" onerror="neloSender.sendErrorToNelo('스크립트 로딩 에러 : ' + this.src);"></script> <script src="https://static-nnews.pstatic.net/js/min/20241128a/read.min.js" crossorigin="anonymous" onerror="neloSender.sendErrorToNelo('스크립트 로딩 에러 : ' + this.src);"></script> <script> window.ntm = window.ntm || []; var ntmOption = {}; if (ntmOption) { var section = {"id":"104","name":"세계"}; var redirectSection = {"id":"104","name":"세계"}; ntmOption["channelId"] = article.officeId; // 기타 또는 주요 섹션 이름 var nilSendSectionName = "기타"; var nilSendSectionId = ""; if (/100|101|102|103|104|105|106|107/.test(section.id)) { nilSendSectionName = section.name; nilSendSectionId = section.id; } // 기사 타입 var 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