"전례 없던 일" 파격 행보…위기의 삼성 결국 '초강수'

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data-src="https://imgnews.pstatic.net/image/015/2024/11/27/0005062318_001_20241128014614778.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="" style="display: none;" /> </div> </div></span><br>삼성전자 반도체부문 수장인 전영현 디바이스솔루션(DS)부문장(부회장)이 고대역폭메모리(HBM) 개발·생산을 담당하는 메모리사업부를 맡는다. 삼성전자 반도체 담당 최고경영자(CEO)가 메모리사업부장을 겸직하는 것은 이번이 처음이다. 삼성은 파운드리사업부 수장을 교체하는 동시에 전담 최고기술책임자(CTO)를 사장급 보직으로 신설하는 등 대만 TSMC를 따라잡기 위한 진용도 새로 갖췄다. 반도체의 근원 기술력 복원과 조직 분위기 쇄신용 인사라는 평가가 나온다. <br><br>삼성전자는 27일 사장 승진 2명, 위촉 업무 변경 7명 등 총 9명의 ‘2025년 정기 사장단 인사’를 발표했다. 초점은 ‘반도체 근원 기술 경쟁력 회복’에 맞췄다. HBM 기술을 강화하기 위해 삼성전자는 ‘맏형’ 격인 메모리사업부를 부문장 직할로 변경했다. 전 부회장은 미래 반도체 기술 개발 조직인 SAIT(옛 삼성종합기술원) 원장도 겸임하며 반도체 초격차 회복을 진두지휘한다.<br><br>파운드리사업부장은 한진만 DS부문 미주총괄 부사장이 사장으로 승진해 맡는다. 빅테크 등 큰손 고객 확보 여부가 성패를 가르는 파운드리 특성을 감안해 기술 전문성과 영업·마케팅 능력을 겸비한 한 사장을 발탁했다. 파운드리사업부는 수율 향상 등을 위해 별도의 CTO를 신설하고 공정 개발 전문가인 남석우 DS부문 제조&기술담당 사장을 배치했다. 반도체 미래 전략을 담당할 사장급 보직도 신설했다. ‘전략통’으로 평가받는 김용관 사업지원태스크포스(TF) 부사장이 사장으로 승진해 DS부문 경영전략담당을 맡는다.<br><br>디바이스경험(DX)부문장으로 재신임받은 한종희 부회장은 새로 만든 품질혁신위원장을 겸임하며 삼성의 ‘품질 경영’을 이끈다. 정현호 부회장이 맡은 사업지원TF에는 박학규 경영지원실장(사장)이 합류해 반도체 투자 전략을 지원한다. 삼성은 이번주 삼성전기 등 전자 계열사 사장단 인사도 할 계획이다.<div class="navernews_end_title"><span style="color:#436f91">메모리·파운드리 수장 모두 교체…HBM 열세 뒤집고, TSMC 추격<br>반도체 재도약 위한 전열정비…위기 돌파 초강수</span></div>“한마디로 ‘반도체 살리기’에 총력을 기울인 인사다.”<br><br>삼성전자가 27일 단행한 사장단 인사에 대한 산업계 평가다. 반도체 총괄 수장인 디바이스솔루션(DS)부문장에게 메모리사업부장을 겸직하도록 하는가 하면, 파운드리사업부에 별도 사장급 최고기술책임자(CTO)를 추가하고, 반도체 경영전략을 담당할 사장 자리를 신설하는 등 전례가 없던 파격적 인사를 해서다. 삼성전자는 조직 쇄신을 통해 메모리에선 경쟁사에 비해 뒤처진 고대역폭메모리(HBM) 등 인공지능(AI) 반도체 경쟁력을 높이고, 파운드리에선 대만 TSMC와의 ‘격차 좁히기’에 시동을 걸 계획이다.<div class="navernews_end_title"><span style="color:#436f91"> ○최첨단 D램 초격차 특명</span></div><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/015/2024/11/27/0005062318_002_20241128014614809.jpg?type=w860" class="_LAZY_LOADING _LAZY_LOADING_INIT_HIDE" alt="" style="display: none;" /> </div> </div></span><br>올해 사장단 인사의 하이라이트는 HBM을 포함한 D램과 낸드플래시 등 주력 제품을 책임지는 메모리사업부를 전영현 DS부문장(부회장) 직할로 둔 것이다. 삼성이 이렇게 조직을 개편한 건 확산하는 삼성 메모리반도체 경쟁력에 대한 우려를 끊어내기 위해서다. HBM은 물론 10나노미터(㎚·1㎚=10억분의 1m) 6세대 D램(1C D램), 300단 이상 낸드플래시 등 최첨단 제품 경쟁력에서도 SK하이닉스에 밀린다는 시장의 평가를 되돌리기 위해 부회장 직속 부서로 힘을 실어주기로 했다는 얘기다.<br><br>2014년부터 2017년까지 메모리사업부장을 맡은 ‘메모리 전문가’ 전 부회장이 직접 등판하는 만큼 HBM을 포함한 D램과 낸드플래시의 근원 경쟁력이 다시 살아날 것이란 기대가 커지고 있다. 삼성 관계자는 “전 부회장은 업무 1순위를 ‘메모리 1위 위상 회복’에 둘 것”이라고 말했다.<div class="navernews_end_title"><span style="color:#436f91"> ○미래 먹거리 파운드리 정상화</span></div>이번 인사에선 이재용 삼성전자 회장이 ‘미래 먹거리’로 점찍은 파운드리 사업의 정상화 카드도 나왔다. 영업·마케팅 전문가인 한진만 DS부문 미주총괄(부사장)을 사장으로 승진시키며 파운드리사업부장으로 발령 내는 동시에 파운드리 공정·기술 개발을 책임지는 CTO직을 신설해 공정 전문가(남석우 제조&기술담당 사장)를 임명한 것이다.<br><br>파운드리는 팹리스(반도체 설계 전문 기업)의 주문을 받아 칩을 만들어주는 수주형 사업이다. 빅테크 등을 고객사로 끌어들일 수 있는 영업력과 경쟁사를 압도하는 기술력이 동시에 필요한 사업이다. 영어에 능통한 데다 미국 실리콘밸리에서 엔비디아, 테슬라, 퀄컴 등 대형 팹리스들과 돈독한 관계를 쌓은 한 사업부장이 사업부 전체 살림을 책임지고, 공정개발 전문가인 남 CTO가 2나노 이하 ‘초미세 파운드리 공정 개발’에 주력하는 ‘투트랙’ 전략으로 운영할 것으로 전망된다.<br><br>DS부문 경영전략담당 사장 보직을 새로 만들고 기획·전략 전문가인 김용관 사업지원태스크포스(TF) 부사장을 승진 발령 낸 것도 주목할 만한 포인트다. 2020~2021년 DS부문 최고재무책임자(CFO)를 지낸 박학규 삼성전자 경영지원실장(사장)은 반대로 사업지원TF로 옮겨 반도체 경쟁력 회복을 측면 지원한다. 칩 설계를 담당하는 시스템LSI사업부는 박용인 사장이 계속 이끈다. 송재혁 반도체연구소장(CTO)도 현직을 지키며 미래 반도체 기술 개발 등에 주력한다.<div class="navernews_end_title"><span style="color:#436f91"> ○첫 시험대는 HBM 납품</span></div>쇄신 인사의 첫 시험대는 5세대 HBM(HBM3E) 12단 제품의 엔비디아 납품 성사 여부가 될 전망이다. 삼성전자는 최근 실적설명회에서 ‘개선된’ HBM3E 12단을 개발해 내년 엔비디아 등 주요 고객사에 공급하겠다는 전략을 공개했다.<br><br>이후 내년 말 시장이 열리는 6세대 제품(HBM4)에서 경쟁사를 넘어선다는 계획이다. HBM4는 HBM의 두뇌 역할을 하는 부품 ‘베이스다이’를 파운드리 기업과 협업해야 한다는 점에서 기존 HBM과는 성격이 다른 제품으로 분류된다.<br><br>컴퓨트익스프레스링크(CXL) D램, 3차원(3D) D램, 400단 이상 10세대 BV낸드 등 차세대 제품을 차질 없이 개발하는 것도 달성해야 할 과제로 꼽힌다. 전 부회장은 이르면 이번 주 단행할 조직개편을 통해 반도체연구소와 사업부 개발실 등 기술 조직의 역량을 강화하고 설비·인프라 운용 경쟁력을 높이는 방안을 내놓을 계획이다.<br><br> </article> </div> <div class="byline"> <p class="byline_p"> <span class="byline_s">황정수 기자 hjs@hankyung.com</span> <span class="byline_s">김채연 기자 why29@hankyung.com</span> <span class="byline_s">박의명 기자 uimyung@hankyung.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 class="media_journalistcard_item_inner"> <div class="media_journalistcard_intro"> <div class="media_journalistcard_summary"> 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data-pc-url="https://news.naver.com/main/ombudsman/index.naver" data-clk="fot.guide">서비스안내</a> </span> <span class="u_cri u_cri_v1"> <a href="https://help.naver.com/alias/news/news_001.naver" class="u_cra" data-clk="fot.report">오류신고</a> </span> <span class="u_cri u_cri_v1"> <a href="https://help.naver.com/alias/news/news_007.naver" class="u_cra" data-clk="fot.help">고객센터</a> </span> </span> <span class="u_charge"> <a href="https://m.news.naver.com/ombudsman/index?mode=rule" class="u_charge_item _LINK" data-clk="fot.editor" data-url="https://m.news.naver.com/ombudsman/index?mode=rule" data-pc-url="https://news.naver.com/main/ombudsman/edit.naver?mid=omb">기사배열 책임자 : 김수향</a> <span class="u_charge_item">청소년 보호 책임자 : 이정규</span> </span> <span class="u_presscopy"> 각 언론사가 직접 콘텐츠를 편집합니다. <span class="u_presscopy_a">ⓒ 한국경제</span> </span> <span class="u_copyright"> 이 콘텐츠의 저작권은 저작권자 또는 제공처에 있으며, 이를 무단 <br>이용하는 경우 저작권법 등에 따라 법적 책임을 질 수 있습니다. </span> <span class="u_naverlogo"> <a href="https://www.navercorp.com" class="u_naverlogo_a" data-clk="fot.navercorp">NAVER</a> </span> </p> </footer> </div> </div> <a href="#" class="r_pg_top show _MOVE_TOP" id="goTop" data-clk="fot.top" style="display:none;">맨위로</a> <div id="_MY_FEED_CANCEL_MODAL" class="subscribe_dimmed is_hidden" style="display:none;"> <div class="subscribe_alert"> <p class="subscribe_alert_p _message _MY_FFED_CANCEL_MODAL_MESSAGE"> </p> <div class="subscribe_alert_btns"> <a href="#" class="subscribe_alert_btn _CANCEL_YES_BTN _TOGGLE" data-target="_MY_FEED_CANCEL_MODAL" data-classValue="is_hidden">예</a> <a href="#" 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":"101","name":"경제"}; var redirectSection = {"id":"101","name":"경제"}; 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 htArticleTypeName = { "0": "text", "1": "photo", "2": "tv" }; var articleTypeName = htArticleTypeName[article.type] || ""; ntmOption["hitType"] = "cv"; ntmOption["eventCategory"] = "post_view"; ntmOption["uri"] = "http://news.naver.com/main/read.nhn?oid=015&aid=0005062318"; ntmOption["gdid"] = article.gdid; ntmOption["dimension1"] = encodeURIComponent(nilSendSectionName); ntmOption["dimension4"] = articleTypeName; ntmOption["optional2"] = nilSendSectionId; var journalistIdList = []; // 기자 목록 $("._JOURNALIST_CARD ._JOURNALIST_ID").each(function (index, object) { var $this = $(object); var journalistId = $this.attr("data-journalistId"); if (journalistId && journalistIdList.indexOf(journalistId) === -1) { journalistIdList.push(journalistId); } }); if (journalistIdList.length > 0) { ntmOption["dimension3"] = journalistIdList.join("___"); } if (location.href.match(/ntype=RANKING/)) { ntmOption["dimension5"] = "y"; } if (service.sports || service.newsType) { ntmOption["dimension2"] = article.sectionInfo.secondSection + "." + article.sectionInfo.thirdSection; } var seriesComponentId = $("._VALID_SERIES").attr("data-component-id"); ntmOption["dimension6"] = seriesComponentId; var issueComponentId = $("._ISSUE_ARTICLE_INFO").attr("data-component-id"); ntmOption["dimension8"] = issueComponentId; if (/[?|&]type=breakingnews(&|$)/.test(location.href) === true) { if 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"pagehide" : "beforeunload", function () { ntm.push({ event: "nilSend", ni: ntmLeaveOption }); }, false); } else if (window.attachEvent) { window.attachEvent("onload", function () { ntm.push({ event: "nilSend", ni: ntmOption }); }); window.attachEvent("onpagehide" in window ? "onpagehide" : "onbeforeunload", function () { ntm.push({ event: "nilSend", ni: ntmLeaveOption }); }); } else { var onUnloadEventName = "onpagehide" in window ? "onpagehide" : "onbeforeunload"; var fnOnUnload = window[onUnloadEventName]; window[onUnloadEventName] = function () { ntm.push({ event: "nilSend", ni: ntmLeaveOption }); if (fnOnUnload) { fnOnUnload(); } }; var fnOnload = window.onload; window.onload = function () { ntm.push({ event: "nilSend", ni: ntmOption }); if (fnOnload) { fnOnload(); } }; } } } </script> </div> <script> var eventType = "onpageshow" in window ? 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