{"id":31706,"date":"2025-11-03T21:23:13","date_gmt":"2025-11-03T21:23:13","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%eb%8c%80%eb%a7%8c-%eb%b0%98%eb%8f%84%ec%b2%b4-%ec%a0%9c%ec%a1%b0-%ed%9a%8c%ec%82%ac-%ec%b2%a8%eb%8b%a8-%ec%b9%a9-%ec%88%98%ec%9a%94-%ec%a6%9d%ea%b0%80%eb%a1%9c-%eb%b0%98%eb%8f%84%ec%b2%b4-%eb%b6%84\/"},"modified":"2025-11-03T21:23:13","modified_gmt":"2025-11-03T21:23:13","slug":"%eb%8c%80%eb%a7%8c-%eb%b0%98%eb%8f%84%ec%b2%b4-%ec%a0%9c%ec%a1%b0-%ed%9a%8c%ec%82%ac-%ec%b2%a8%eb%8b%a8-%ec%b9%a9-%ec%88%98%ec%9a%94-%ec%a6%9d%ea%b0%80%eb%a1%9c-%eb%b0%98%eb%8f%84%ec%b2%b4-%eb%b6%84","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%eb%8c%80%eb%a7%8c-%eb%b0%98%eb%8f%84%ec%b2%b4-%ec%a0%9c%ec%a1%b0-%ed%9a%8c%ec%82%ac-%ec%b2%a8%eb%8b%a8-%ec%b9%a9-%ec%88%98%ec%9a%94-%ec%a6%9d%ea%b0%80%eb%a1%9c-%eb%b0%98%eb%8f%84%ec%b2%b4-%eb%b6%84\/","title":{"rendered":"\ub300\ub9cc \ubc18\ub3c4\uccb4 \uc81c\uc870 \ud68c\uc0ac, \ucca8\ub2e8 \uce69 \uc218\uc694 \uc99d\uac00\ub85c \ubc18\ub3c4\uccb4 \ubd84\uc57c\uc5d0\uc11c \ubc88\ucc3d\ud558\ub2e4"},"content":{"rendered":"\ud0c0\uc774\uc644 \ubc18\ub3c4\uccb4 \uc81c\uc870 \ud68c\uc0ac(Taiwan Semiconductor Manufacturing Co., TSM)\ub294 \uace0\uae09 \uce69\uc5d0 \ub300\ud55c \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \ucd5c\uc804\uc120\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uac00\ub294 \uac15\ud55c \uc0c1\uc2b9 \uc0ac\uc774\ud074\ub85c \uc778\ud574 \uc0c8\ub85c\uc6b4 \uc815\uc810\uc744 \ucc0d\uc5c8\uc73c\uba70, \uc774\ub294 \uc5d8\ub9ac\uc5c7 \ud30c\ub3d9 \ubd84\uc11d\uc744 \ud1b5\ud574 \ud655\uc778\ub418\uc5c8\uc2b5\ub2c8\ub2e4.\n\n2022\ub144 \ucd5c\uc800\uce58 \uc774\ud6c4 TSM\uc758 \uc0c1\uc2b9\uc740 \ubd84\uba85\ud55c \uc138 \ud30c\ub3d9 \uad6c\uc870\ub97c \ud615\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4: \ud30c\ub3d9 I\uc740 $226.40\uc5d0 \uc815\uc810\uc744 \ucc0d\uc5c8\uace0, \ud30c\ub3d9 II\ub294 $134.25\ub85c \ub418\ub3cc\uc544\uac14\uc73c\uba70, \ud30c\ub3d9 III\ub294 $301.59\uc5d0\uc11c $341.06 \uc0ac\uc774\uc758 \ubaa9\ud45c \ubc94\uc704\ub85c \uae30\ub85d\uc744 \uac31\uc2e0\ud558\uc600\uc2b5\ub2c8\ub2e4. \uc774 \uc0c1\uc2b9\uc138\ub294 2025\ub144 \ub9d0 \ub610\ub294 2026\ub144 \ucd08\uae4c\uc9c0 \uacc4\uc18d\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud30c\ub3d9 IV \uc218\uc815\uc774 \ub4a4\ub530\ub97c \uc218 \uc788\uc73c\uba70, \uc774\ub294 $404\uc758 \ud53c\ubcf4\ub098\uce58 \ud655\uc7a5\uc744 \ubaa9\ud45c\ub85c \ud558\uae30 \uc804\uc5d0 \ucd94\uac00 \uad6c\ub9e4 \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.\n\nTSM\ub294 \uc8fc\uac04 \ucc28\ud2b8\uc5d0\uc11c \uac15\ud55c \ud328\ud134\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. \ubd84\uc11d\uac00\ub4e4\uc740 \uc870\uc815\uc744 \ub9e4\uc218 \uae30\ud68c\ub85c \uc778\uc2dd\ud558\uba70, \uc870\uc815 \ud6c4\uc758 \uc815\ud655\ud55c \uc9c4\uc785\uc810\uc744 \uc81c\uc548\ud569\ub2c8\ub2e4. \uace0\uc720 \uc2dc\uc2a4\ud15c\uc744 \ud65c\uc6a9\ud55c \uaddc\uce59\uc801\uc778 \uc811\uadfc\uc740 \ud5a5\ud6c4 \uc131\uc7a5 \ub2e8\uacc4 \ud3ec\ucc29\uc5d0 \ub300\ud55c \uc790\uc2e0\uac10\uc744 \ub192\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ud0c0\uc774\uc644 \ubc18\ub3c4\uccb4 \uc81c\uc870 \ud68c\uc0ac(TSM)\uac00 \uac15\ub825\ud55c \uc0c1\uc2b9 \uc0ac\uc774\ud074\uc744 \ud655\uc778\ud55c \uac00\uc6b4\ub370, \ud30c\ub3d9 III\uc5d0 \uc9c4\uc785\ud558\ub294 \uac83\uc740 \uba85\ud655\ud55c \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc8fc\uac00\ub294 \uc774\uc804 \ucd5c\uace0\uc810\uc744 \ub118\uc5b4\uc11c\uba70, \uc55e\uc73c\ub85c \uba87 \uc8fc\uc640 \uba87 \ub2ec \ub3d9\uc548 $301.59\uc5d0\uc11c $341.06 \uad6c\uc5ed\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uc0c1\uc2b9\uc740 \uae30\ubcf8\uc801\uc73c\ub85c \uc815\ub2f9\ud654\ub418\uba70 \uae30\uc220\uc801\uc73c\ub85c\ub3c4 \uac74\uc804\ud569\ub2c8\ub2e4.\n\n\uc774 \uc6c0\uc9c1\uc784\uc740 \ucd5c\uadfc\uc758 \uae30\ubcf8 \ub370\uc774\ud130\uc5d0 \uc758\ud574 \uac15\ub825\ud788 \ub4b7\ubc1b\uce68\ub429\ub2c8\ub2e4. TSM\uc758 2025\ub144 3\ubd84\uae30 \uc2e4\uc801\uc740 10\uc6d4\uc5d0 \ubc1c\ud45c\ub418\uc5c8\uc73c\uba70, \uc608\uc0c1\uce58\ub97c 15% \ucd08\uacfc\ud558\ub294 \uc218\uc775\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 2nm \uce69\uc5d0 \ub300\ud55c \uc555\ub3c4\uc801\uc778 \uc218\uc694\uc5d0 \uc758\ud574 \uc774\ub8e8\uc5b4\uc9c4 \uac83\uc785\ub2c8\ub2e4. \ub354\uc6b1\uc774 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \ud611\ud68c(Semiconductor Industry Association)\uc758 \ucd5c\uc2e0 \ubcf4\uace0\uc11c\ub294 2025\ub144 10\uc6d4\uc758 \uae00\ub85c\ubc8c AI \uac00\uc18d\uae30 \ucd9c\ud558\ub7c9\uc774 \uc791\ub144 \ub300\ube44 45% \uc99d\uac00\ud588\uc73c\uba70, \uc774\ub294 \uc138\uacc4 \ucd5c\uace0\uc758 \ud30c\uc6b4\ub4dc\ub9ac\uc5d0 \uc9c1\uc811\uc801\uc778 \ud61c\ud0dd\uc744 \uc90d\ub2c8\ub2e4.\n\n\uc55e\uc73c\ub85c \uba87 \uc8fc \ub3d9\uc548\uc758 \uc8fc\uc694 \uc804\ub7b5\uc740 \ucd94\uac00 \uc0c1\uc2b9\uc744 \uc704\ud55c \ud3ec\uc9c0\uc154\ub2dd\uc785\ub2c8\ub2e4. \ud30c\ub3d9 III\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uac00\uc7a5 \uac15\ud558\uace0 \uae34 \uc784\ud384\uc2a4 \ud30c\ub3d9\uc785\ub2c8\ub2e4. \uc774 \uc6c0\uc9c1\uc784\uc744 \ud65c\uc6a9\ud558\ub824\ub294 \uc774\ub4e4\uc740 2026\ub144 1\ubd84\uae30 \ub9d0 \ub9cc\ub8cc\ub418\ub294 \ucf5c \uc635\uc158\uc744 \uad6c\ub9e4\ud558\ub294 \uac83\uc774 $340 \uc218\uc900\uc73c\ub85c\uc758 \uc608\uc0c1 \uc0c1\uc2b9\uc744 \ud3ec\ucc29\ud558\ub294 \ubc29\ubc95\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud0c0\uc784\ud504\ub808\uc784\uc740 \ud328\ud134\uc774 \ud070 \uc2dc\uac04 \uc18c\uba78 \uc555\ub825 \uc5c6\uc774 \uc644\uc804\ud788 \ubc1c\uc804\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4. \n\n\uc218\uc815 \ud30c\ub3d9 IV\uac00 \uc774 \uc6c0\uc9c1\uc784 \uc774\ud6c4\uc5d0 \uc62c \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ubbc0\ub85c, \uc758\ubbf8 \uc788\ub294 \ud558\ub77d\uc774 \uc788\uc744 \uacbd\uc6b0 \ud604\uae08 \ubcf4\uc7a5 \ud48b \uc635\uc158\uc744 \ud310\ub9e4\ud558\ub294 \uac83\ub3c4 \uc720\ud6a8\ud55c \uc804\ub7b5\uc785\ub2c8\ub2e4. \uc6b0\ub9ac\ub294 2024\ub144 \uc5ec\ub984\uc758 \uc9e7\uc9c0\ub9cc \uae09\uaca9\ud55c \uc870\uc815\uc744 \ubcf4\uc558\uc73c\uba70, \uc774\ub294 \uc8fc\uc694 \uc9c4\uc785\uc810\uc73c\ub85c \uc99d\uba85\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \ucd5c\uadfc \uc9c0\uc9c0 \uc218\uc900 \uadfc\ucc98\uc758 \uc2a4\ud2b8\ub77c\uc774\ud06c \uac00\uaca9\uc73c\ub85c \ud48b \uc635\uc158\uc744 \ud310\ub9e4\ud558\uba74 \uac70\ub798\uc790\ub294 \ud504\ub9ac\ubbf8\uc5c4\uc744 \uc218\uc9d1\ud558\uba74\uc11c \uc7a0\uc7ac\uc801 \uc7a5\uae30 \uc8fc\uc2dd \ud3ec\uc9c0\uc158\uc5d0 \uc720\ub9ac\ud55c \uc9c4\uc785 \uac00\uaca9\uc744 \uc124\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\n\n\ub2e8\uae30 \uc635\uc158\uc758 \ud604\uc7ac \ub192\uc740 \ub0b4\uc7ac \ubcc0\ub3d9\uc131\uc740 \ud504\ub9ac\ubbf8\uc5c4 \ud310\ub9e4\ub97c \ub9e4\ub825\uc801\uc73c\ub85c \ub9cc\ub4e4\uc9c0\ub9cc, \uc7a5\uae30 \ub9cc\uae30 \ucf5c \uc635\uc158\uc740 \uc774 \uc0c1\uc2b9 \ud30c\ub3d9\uc758 \uc911\uc2ec\uc744 \ud3ec\ucc29\ud558\ub294 \ub370 \uc5ec\uc804\ud788 \uc88b\uc740 \uac00\uce58\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud5a5\ud6c4 \uba87 \uc8fc \ub3d9\uc548\uc758 \uc18c\uaddc\ubaa8 \ud1b5\ud569\uc774\ub098 \uc870\uc815\uc740 \ubc18\uc804\uc73c\ub85c \ubcf4\uc9c0 \ub9d0\uace0, \uc774\ub7ec\ud55c \uc0c1\uc2b9 \ud30c\uc0dd\uc0c1\ud488 \ud3ec\uc9c0\uc158\uc744 \uc2dc\uc791\ud558\uac70\ub098 \ucd94\uac00\ud558\ub294 \uae30\ud68c\ub85c \uc0bc\uc544\uc57c \ud569\ub2c8\ub2e4. \ud30c\ub3d9 III\uc758 \uc644\uc131\uc744 \ud5a5\ud55c \uacbd\ub85c\ub294 2026\ub144 \ucd08\uae4c\uc9c0 \uac00\uc7a5 \ud655\uc2e4\ud55c \uacb0\uacfc\ub85c \ubcf4\uc785\ub2c8\ub2e4.\n\n<!-- wp:paragraph-->\r\n<p><b>VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\r\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\ub300\ub9cc \ubc18\ub3c4\uccb4 \uc81c\uc870\uc0ac(TSMC)\ub294 \uc131\uc7a5\ud558\ub294 \uace0\uae09 \uce69 \uc218\uc694 \ub355\ubd84\uc5d0 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uc120\ub450\uc8fc\uc790\ub85c \uc790\ub9ac\uc7a1\uc558\uc2b5\ub2c8\ub2e4. Wave III \uc9c4\uc785\uc774 \uac15\ub825\ud55c \uc0c1\uc2b9 \uae30\ud68c\ub97c \uc5f4\uc5b4\uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[71],"tags":[],"class_list":["post-31706","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/31706","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=31706"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/31706\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=31706"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=31706"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=31706"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}