{"id":38218,"date":"2026-02-13T09:59:50","date_gmt":"2026-02-13T09:59:50","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%8b%a0%ed%9d%a5-%eb%b6%80%eb%ac%b8%ec%97%90%ec%84%9c-ai-%ea%b2%bd%ec%9f%81%ec%9d%98-%ec%98%88%ec%83%81%ec%b9%98-%eb%aa%bb%ed%95%9c-%ea%b2%bd%ec%9f%81%ec%9e%90-tsm-4%eb%b6%84%ea%b8%b0%ec%97%90\/"},"modified":"2026-02-13T09:59:50","modified_gmt":"2026-02-13T09:59:50","slug":"%ec%8b%a0%ed%9d%a5-%eb%b6%80%eb%ac%b8%ec%97%90%ec%84%9c-ai-%ea%b2%bd%ec%9f%81%ec%9d%98-%ec%98%88%ec%83%81%ec%b9%98-%eb%aa%bb%ed%95%9c-%ea%b2%bd%ec%9f%81%ec%9e%90-tsm-4%eb%b6%84%ea%b8%b0%ec%97%90","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/opinion\/%ec%8b%a0%ed%9d%a5-%eb%b6%80%eb%ac%b8%ec%97%90%ec%84%9c-ai-%ea%b2%bd%ec%9f%81%ec%9d%98-%ec%98%88%ec%83%81%ec%b9%98-%eb%aa%bb%ed%95%9c-%ea%b2%bd%ec%9f%81%ec%9e%90-tsm-4%eb%b6%84%ea%b8%b0%ec%97%90\/","title":{"rendered":"\uc2e0\ud765 \ubd80\ubb38\uc5d0\uc11c AI \uacbd\uc7c1\uc758 \uc608\uc0c1\uce58 \ubabb\ud55c \uacbd\uc7c1\uc790: TSM, 4\ubd84\uae30\uc5d0 \uae09\ub4f1"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/03\/tsmc-stock-1024x559.webp\" alt=\"tsmc-stock\" class=\"wp-image-41812\"\/><\/figure>\n\n\n\n<p>\ub300\ub9cc \ubc18\ub3c4\uccb4 \uc81c\uc870 \ud68c\uc0ac(TSMC, Taiwan Semiconductor Manufacturing Company)\ub294 AI(\uc778\uacf5\uc9c0\ub2a5) \uc2dc\ub300\uc5d0 \ub9e4\uc6b0 \uc911\uc694\ud55c \uc2e4\uc801 \ubc1c\ud45c\ub97c \ub0b4\ub193\uc558\uc2b5\ub2c8\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \uc778\uacf5\uc9c0\ub2a5 \uc2dc\uc2a4\ud15c(\uc0ac\ub78c\ucc98\ub7fc \ud559\uc2b5\u00b7\ucd94\ub860\ud558\ub294 \ucef4\ud4e8\ud130 \ud504\ub85c\uadf8\ub7a8)\uc744 \ub9cc\ub4dc\ub294 \uae30\uc5c5\uc5d0 \uc8fc\ub85c \uad00\uc2ec\uc744 \ub480\uc9c0\ub9cc, TSMC\ub294 \uadf8 \uc2dc\uc2a4\ud15c\uc774 \ub3cc\uc544\uac00\uac8c \ud558\ub294 \uce69\uc744 \uc870\uc6a9\ud788 \ub9cc\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4. 4\ubd84\uae30 \uc2e4\uc801\uc5d0\uc11c \uc774\uc775\uc774 \ud06c\uac8c \ub298\uc5c8\ub294\ub370, \uc774\ub294 \uace0\uae09 AI \uce69(\uc778\uacf5\uc9c0\ub2a5 \uacc4\uc0b0\uc5d0 \ub9de\uac8c \uc124\uacc4\ub41c \uace0\uc131\ub2a5 \ubc18\ub3c4\uccb4) \uc218\uc694\uac00 \uae09\uc99d\ud588\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc131\uc7a5 \ud3ed\uc774 \uc2dc\uc7a5 \uc608\uc0c1\ubcf4\ub2e4 \ucee4\uc11c, \ud22c\uc790\uc790\ub4e4\uc740 TSMC\uc758 \uc5ed\ud560\uc744 \ub2e4\uc2dc \ubcf4\uac8c \ub410\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc55e\uc11c \uc0b4\ud3b4\ubcf8 AI \uacf5\uae09\ub9dd(\uc81c\ud488\uc774 \ub9cc\ub4e4\uc5b4\uc838 \uace0\uac1d\uc5d0\uac8c \uac00\uae30\uae4c\uc9c0\uc758 \uc804\uccb4 \uacfc\uc815)\ucc98\ub7fc, \uc218\uc694\ub294 \ucef4\ud4e8\ud305 \uc804\uccb4 \ub2e8\uacc4\ub85c \ubc88\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce69 \uc124\uacc4\ubd80\ud130 \uc2e4\ub9ac\ucf58(\ubc18\ub3c4\uccb4 \uc6d0\uc7ac\ub8cc) \uc81c\uc870, \ub370\uc774\ud130 \uc13c\ud130(\uc11c\ubc84\ub97c \ubaa8\uc544 \uc6b4\uc601\ud558\ub294 \uc2dc\uc124) \uc778\ud504\ub77c(\uae30\ubc18 \uc2dc\uc124)\uae4c\uc9c0 \uc774\uc5b4\uc9d1\ub2c8\ub2e4. \uc774 \ubcc0\ud654\uc5d0\uc11c TSMC\ub294 \ud2b9\ud788 \ud575\uc2ec\uc801\uc778 \uc704\uce58\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \ube0c\ub85c\ub4dc\ucef4\uacfc \uc288\ud37c \ub9c8\uc774\ud06c\ub85c \ucef4\ud4e8\ud130\uac00 AI \ub3c4\uc785\uc758 \uc11c\ub85c \ub2e4\ub978 \ub2e8\uacc4\uc5d0 \ud544\uc694\ud55c \uc7a5\ube44\ub97c \ub3d5\ub294\ub2e4\uba74, TSMC\ub294 \uac00\uc7a5 \uc544\ub798\uc5d0\uc11c \ub300\uaddc\ubaa8 AI\uc5d0 \ud544\uc694\ud55c \uace0\uae09 \ubc18\ub3c4\uccb4\ub97c \uc9c1\uc811 \ub9cc\ub4e4\uc5b4 \uae30\ubc18\uc744 \uc774\ub8f9\ub2c8\ub2e4.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px\">4\ubd84\uae30 \uae5c\uc9dd \uc2e4\uc801 \uc774\ud6c4 TSM \uc8fc\uac00 \uae09\ub4f1<\/h2>\n\n\n\n<p>TSMC\ub294 \uc138\uacc4 \ucd5c\ub300\uc758 \uc704\ud0c1 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc0ac\uc785\ub2c8\ub2e4. \uc704\ud0c1 \uc81c\uc870(\ub2e4\ub978 \ud68c\uc0ac\uac00 \uc124\uacc4\ud55c \uce69\uc744 \ub300\uc2e0 \ub9cc\ub4e4\uc5b4 \uc8fc\ub294 \ubc29\uc2dd)\ub97c \ud558\uba70, \uc790\uccb4 \ud504\ub85c\uc138\uc11c(\ucef4\ud4e8\ud130\u00b7\uc11c\ubc84\uc758 \u2018\ub450\ub1cc\u2019 \uc5ed\ud560\uc744 \ud558\ub294 \uacc4\uc0b0 \uce69)\ub97c \uc9c1\uc811 \ud314\uae30\ubcf4\ub2e4\ub294 \ub0a8\uc774 \uc124\uacc4\ud55c \ubc18\ub3c4\uccb4\ub97c \uc0dd\uc0b0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc774 \ud68c\uc0ac\ub294 \uace0\uae09 \uc81c\uc870\uc5d0\uc11c \uc5c5\uacc4\ub97c \uc774\ub055\ub2c8\ub2e4. \ud2b9\ud788 3\ub098\ub178\ubbf8\ud130(nm, \uce69 \ud68c\ub85c\uc758 \ub9e4\uc6b0 \uc791\uc740 \uacf5\uc815 \ud06c\uae30\ub97c \ub098\ud0c0\ub0b4\ub294 \ub2e8\uc704\ub85c, \uc22b\uc790\uac00 \uc791\uc744\uc218\ub85d \ub354 \ucd18\ucd18\ud558\uace0 \ubcf4\ud1b5 \ub354 \uc131\ub2a5\u00b7\uc804\ub825 \ud6a8\uc728\uc774 \uc88b\uc74c) \uac19\uc740 \ucd08\ubbf8\uc138 \uacf5\uc815\uc5d0\uc11c \uc0dd\uc0b0\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \uc55e\uc73c\ub85c 2\ub098\ub178\ubbf8\ud130\ub85c \ub118\uc5b4\uac08 \uacc4\ud68d\ub3c4 \uac16\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>TSMC\uc758 \uc0dd\uc0b0 \uaddc\ubaa8, \uae30\uc220\ub825, \uc0dd\uc0b0 \ud6a8\uc728\uc744 \ub530\ub77c\uac00\uae30 \uc5b4\ub824\uc6b4 \ud68c\uc0ac\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. TSMC\ub294 \uc704\ud0c1 \uc81c\uc870 \ubaa8\ub378\ub85c \uc560\ud50c, \uc5d4\ube44\ub514\uc544, AMD, \ube0c\ub85c\ub4dc\ucef4\ucc98\ub7fc \uc11c\ub85c \uacbd\uc7c1\ud558\ub294 \uae30\uc5c5\ub4e4\uc5d0\ub3c4 \ub3d9\uc2dc\uc5d0 \uce69\uc744 \ub9cc\ub4e4\uc5b4 \uc90d\ub2c8\ub2e4. \uc774 \ub54c\ubb38\uc5d0 TSMC\ub294 \uc804 \uc138\uacc4 \uae30\uc220 \uc5c5\uacc4\uc758 \ud575\uc2ec \uacf5\uae09\uc790\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-medium-font-size\">\uae0d\uc815\uc801\uc778 4\ubd84\uae30 \uc9c0\ud45c<\/h3>\n\n\n\n<p>\uc774\ubc88 \uc2e4\uc801\uc740 AI \uad00\ub828 \uce69 \uc218\uc694\uac00 \ub9e4\uc6b0 \ube60\ub974\uac8c \ub298\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc92c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ud68c\uc0ac \uce21\uc740 <a href=\"https:\/\/www.reuters.com\/world\/china\/tsmc-likely-post-fourth-quarter-profit-leap-driven-by-ai-boom-2026-01-14\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">4\ubd84\uae30 \uc774\uc775\uc774 35% \ub298\uc5c8\ub2e4\uace0 \ubc1c\ud45c<\/a>\ud588\uc73c\uba70, \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5(10% \uc774\uc0c1 \uc99d\uac00)\uc774 7\ubd84\uae30 \uc5f0\uc18d \uc774\uc5b4\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc131\uc7a5\uc740 \uc8fc\ub85c AI \uc11c\ubc84(\uc778\uacf5\uc9c0\ub2a5 \ud559\uc2b5\u00b7\ucd94\ub860\uc744 \uc704\ud55c \uace0\uc131\ub2a5 \uc11c\ubc84)\uc640 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(HPC, \ub9e4\uc6b0 \ube60\ub978 \uacc4\uc0b0\uc774 \ud544\uc694\ud55c \uc791\uc5c5) \uce69\uc5d0\uc11c \ub098\uc654\uc2b5\ub2c8\ub2e4. \uc774\ub7f0 \uc81c\ud488\uc740 \ubcf4\ud1b5 \uc18c\ube44\uc790 \uc804\uc790\uc81c\ud488\ubcf4\ub2e4 \ub9c8\uc9c4(\ub9e4\ucd9c\uc5d0\uc11c \ube44\uc6a9\uc744 \ube80 \ub0a8\ub294 \ube44\uc728)\uc774 \ub192\uc2b5\ub2c8\ub2e4. \uc218\uc694\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 TSMC\ub294 <a href=\"https:\/\/www.reuters.com\/world\/asia-pacific\/tsmc-q3-profit-expected-set-record-ai-spending-boom-2025-10-15\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc9c0\ub09c\ud574 \uc124\ube44 \ud22c\uc790(\uacf5\uc7a5\u00b7\uc7a5\ube44\uc5d0 \uc4f0\ub294 \ub3c8)\ub85c 400\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \uc9c0\ucd9c<\/a>\ud588\uc73c\uba70, \ubbf8\uad6d \ub0b4 \uc2e0\uaddc \uc0dd\uc0b0 \ub2a5\ub825(\ub354 \ub9ce\uc774 \ub9cc\ub4e4 \uc218 \uc788\ub294 \uacf5\uc7a5\u00b7\uc7a5\ube44 \uaddc\ubaa8)\ub3c4 \ud3ec\ud568\ub410\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ubd84\uc11d\uac00\ub4e4\uc740 AI \uc778\ud504\ub77c \uc9c0\ucd9c\uc774 \ub354 \ube68\ub77c\uc9c0\uba74\uc11c 2026\ub144\uc5d0 \ub9e4\ucd9c\uc774 \uc57d 25%~30% \ub298 \uac83\uc73c\ub85c \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.vtmarkets.com\/financial-events\/earnings-season\/?utmsource=Opinion\" target=\"_blank\" rel=\"noopener\" title=\"\">\uc2e4\uc801 \uc2dc\uc98c(\uae30\uc5c5\ub4e4\uc774 \ubd84\uae30 \uc2e4\uc801\uc744 \ud55c\uaebc\ubc88\uc5d0 \ubc1c\ud45c\ud558\ub294 \uae30\uac04)<\/a> \ub3d9\uc548 \uc8fc\uc694 \uae30\uc5c5\uacfc \uc5c5\uc885\uc744 \uc0b4\ud53c\uba74 \uc2dc\uc7a5 \ubd84\uc704\uae30 \ubcc0\ud654\ub97c \ub354 \ube68\ub9ac \uc77d\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px\">AI \uc2dc\ub300\uc5d0\uc11c TSMC\uc758 \ub3c5\ubcf4\uc801 \uc704\uce58<\/h2>\n\n\n\n<p>TSM \uc8fc\uc2dd\uc740 \uc9c0\ub09c 10\ub144 \ub3d9\uc548 1,000% \uc774\uc0c1 \uc0c1\uc2b9\ud558\uba70 \ub9e4\uc6b0 \ub192\uc740 \uc218\uc775\ub960\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc774 \uc131\uc7a5\uc740 \ub2e8\uae30 \uc720\ud589\ubcf4\ub2e4\ub294 \uafb8\uc900\ud55c \uae30\uc220 \uacbd\uc7c1\ub825\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. TSMC\ub294 \uc2a4\ub9c8\ud2b8\ud3f0, \uc790\ub3d9\ucc28 \uae30\uc220, \ub370\uc774\ud130 \uc13c\ud130 \ub4f1 \uc5ec\ub7ec \uc0b0\uc5c5\uc5d0 \uacf5\uae09\ud574 \ub9e4\ucd9c \ubcc0\ub3d9\uc744 \uc904\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc774 \uc0c1\uc2b9\uc740 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \ubcc0\ud654\ub3c4 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uce69\uc744 \uc124\uacc4\ud558\ub294 \ud68c\uc0ac\ub4e4\uc740 \uc18d\ub3c4\uc640 \uc720\uc5f0\uc131\uc744 \ub192\uc774\uae30 \uc704\ud574 \uc790\uccb4 \uacf5\uc7a5 \ub300\uc2e0, \uc804\ubb38 \uc81c\uc870\uc0ac\uc5d0 \uc0dd\uc0b0\uc744 \ub9e1\ub294 \uacbd\uc6b0\uac00 \ub298\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub97c \ud339\ub9ac\uc2a4(fabless, \u2018\uacf5\uc7a5 \uc5c6\uc774\u2019 \uc124\uacc4\uc5d0 \uc9d1\uc911\ud558\uace0 \uc0dd\uc0b0\uc740 \uc678\ubd80\uc5d0 \ub9e1\uae30\ub294 \ubc29\uc2dd) \ubaa8\ub378\uc774\ub77c\uace0 \ud569\ub2c8\ub2e4. SNS Insider\uc5d0 \ub530\ub974\uba74 <a href=\"https:\/\/www.snsinsider.com\/reports\/semiconductor-fabless-market-4557\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc774 \uc2dc\uc7a5\uc740 \ud5a5\ud6c4 10\ub144\uc5d0\ub3c4 \uc131\uc7a5\ud560 \uc804\ub9dd<\/a>\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px\">AI \uc778\ud504\ub77c \uad6c\ucd95\uc758 \ud575\uc2ec<\/h2>\n\n\n\n<p>\uc778\uacf5\uc9c0\ub2a5\uc5d0\ub294 \ub9c9\ub300\ud55c \ucef4\ud4e8\ud305 \ud30c\uc6cc(\ub300\uaddc\ubaa8 \uacc4\uc0b0 \ub2a5\ub825)\uac00 \ud544\uc694\ud569\ub2c8\ub2e4. \uc774 \ud798\uc740 \uace0\uae09 \uc81c\uc870 \ubc29\uc2dd\uc73c\ub85c \ub9cc\ub4e0 \uc804\uc6a9 \ud504\ub85c\uc138\uc11c(\ud2b9\uc815 \uc791\uc5c5\uc744 \ube60\ub974\uac8c \ucc98\ub9ac\ud558\ub3c4\ub85d \ub9cc\ub4e0 \uce69)\uc5d0\uc11c \ub098\uc624\uba70, \uadf8 \ub300\ubd80\ubd84\uc744 TSMC\uac00 \uc0dd\uc0b0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544\uc758 GPU(\uadf8\ub798\ud53d \ucc98\ub9ac \uc7a5\uce58\ub85c, \ub300\ub7c9 \uacc4\uc0b0\uc744 \ubcd1\ub82c\ub85c \ucc98\ub9ac\ud574 AI\uc5d0 \ub9ce\uc774 \uc4f0\uc784)\ubd80\ud130 \ud074\ub77c\uc6b0\ub4dc \uc5c5\uccb4\uac00 \uac1c\ubc1c\ud55c \ub9de\ucda4\ud615 \uce69\uae4c\uc9c0, TSMC\ub294 \ud604\ub300 AI \uc2dc\uc2a4\ud15c\uc744 \uc6c0\uc9c1\uc774\ub294 \ud558\ub4dc\uc6e8\uc5b4(\ubb3c\ub9ac \uc7a5\ube44)\ub97c \ub9cc\ub4ed\ub2c8\ub2e4. AI \uae30\ub2a5\uc774 \ub4e4\uc5b4\uac04 \uc18c\ube44\uc790 \uae30\uae30\ub3c4 TSMC\uc758 \uc0dd\uc0b0 \ub2a5\ub825\uc5d0 \uc758\uc874\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc774 \ub54c\ubb38\uc5d0 TSM\uc740 \uc804 \uc138\uacc4 AI \uacf5\uae09\ub9dd\uc758 \uc911\uc2ec\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. <a href=\"https:\/\/www.fool.com\/investing\/2026\/01\/28\/forget-intel-this-ai-infrastructure-stock-is-a-bet\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">AMD, \ube0c\ub85c\ub4dc\ucef4, \uc5d4\ube44\ub514\uc544, \uc560\ud50c \ub4f1 \uc5c5\uacc4 \uc120\ub3c4 \uae30\uc5c5\uc744 \uc704\ud55c \uce69\uc744 \uc0dd\uc0b0<\/a>\ud574, \uc5ec\ub7ec \ubd84\uc57c\uc758 \uc131\uc7a5 \ud6a8\uacfc\ub97c \ud568\uaed8 \ub204\ub9b4 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>AI \ubaa8\ub378(\uc778\uacf5\uc9c0\ub2a5\uc774 \ud559\uc2b5\ud574 \ub9cc\ub4e0 \u2018\ub450\ub1cc\u2019 \ud504\ub85c\uadf8\ub7a8)\uc5d0\uc11c \uc8fc\ub3c4\uad8c\uc744 \ub2e4\ud22c\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uae30\uc5c5\ub4e4\uacfc \ub2ec\ub9ac, TSMC\ub294 \u2018\ub204\uac00 \uc774\uae38\uc9c0\u2019\uc5d0 \ubca0\ud305\ud560 \ud544\uc694\uac00 \uc5c6\uc2b5\ub2c8\ub2e4. \uac70\uc758 \ubaa8\ub4e0 \uacf3\uc5d0 \uacf5\uae09\ud569\ub2c8\ub2e4. \uc804 \uc138\uacc4\uc5d0\uc11c AI \ub3c4\uc785\uc774 \ube68\ub77c\uc9c8\uc218\ub85d, TSMC\uc758 \uc0dd\uc0b0 \ub2a5\ub825 \uc218\uc694\ub3c4 \ud568\uaed8 \ub298 \uac00\ub2a5\uc131\uc774 \ud07d\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc989, TSMC\ub294 AI \ubd90\uc5d0 \u2018\ucc38\uc5ec\u2019\ud558\ub294 \uc218\uc900\uc744 \ub118\uc5b4, \uadf8 \ubd90\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \ud68c\uc0ac\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" style=\"font-size:24px\">\uc0b0\uc5c5 \uc804\ubc18\uc5d0 \ubbf8\uce58\ub294 TSMC\uc758 \uc601\ud5a5<\/h2>\n\n\n\n<p>TSMC\uc758 \uac15\uc810\uc740 \ub354 \ub113\uc740 AI \ud558\ub4dc\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4(\uc11c\ub85c \uc5f0\uacb0\ub41c \uae30\uc5c5\u00b7\uc81c\ud488\u00b7\uae30\uc220 \ud658\uacbd)\ub97c \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4. \uc288\ud37c \ub9c8\uc774\ud06c\ub85c \ucef4\ud4e8\ud130, \ube0c\ub85c\ub4dc\ucef4, AMD\ucc98\ub7fc \uc778\ud504\ub77c\uc640 \uc5f0\uacb0\ub41c \ud68c\uc0ac\ub4e4\uc740 \uace0\uae09 \uce69 \uc218\uc694\uac00 \ub298 \ub54c \uc218\ud61c\ub97c \ubcf4\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 <a href=\"https:\/\/www.wsj.com\/tech\/ai\/alibaba-ai-chip-nvidia-f5dc96e3?mod=DJ_TDU\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc54c\ub9ac\ubc14\ubc14 \uac19\uc740 \uae30\uc5c5\ub3c4 \ud574\uc678 \uacf5\uae09\uc790 \uc758\uc874\uc744 \uc904\uc774\uae30 \uc704\ud574 \uc911\uad6d \ub0b4 \ub300\uc548\uc5d0 \ud070\ub3c8\uc744 \ud22c\uc790<\/a>\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<!-- TradingView Widget BEGIN --><div class=\"tradingview-widget-container\">  <div class=\"tradingview-widget-container__widget\"><\/div>  <div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/markets\/\" rel=\"noopener nofollow\" target=\"_blank\"><span class=\"blue-text\">World markets<\/span><\/a> by TradingView<\/div>  <script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/external-embedding\/embed-widget-symbol-overview.js\" async>  {  \"lineWidth\": 2,  \"lineType\": 0,  \"chartType\": \"area\",  \"fontColor\": \"rgb(106, 109, 120)\",  \"gridLineColor\": \"rgba(242, 242, 242, 0.06)\",  \"volumeUpColor\": \"rgba(34, 171, 148, 0.5)\",  \"volumeDownColor\": \"rgba(247, 82, 95, 0.5)\",  \"backgroundColor\": \"#0F0F0F\",  \"widgetFontColor\": \"#DBDBDB\",  \"upColor\": \"#22ab94\",  \"downColor\": \"#f7525f\",  \"borderUpColor\": \"#22ab94\",  \"borderDownColor\": \"#f7525f\",  \"wickUpColor\": \"#22ab94\",  \"wickDownColor\": \"#f7525f\",  \"colorTheme\": 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class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading has-medium-font-size\">\uc9c0\uc815\ud559: \uad00\uc138\uc640 \uac08\ub77c\uc9c0\ub294 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5<\/h3>\n\n\n\n<p>TSMC \ub9e4\ucd9c\uc758 \ub300\ubd80\ubd84\uc740 \ubbf8\uad6d \ub300\ud615 \uae30\uc220 \uae30\uc5c5\uc5d0\uc11c \ub098\uc624\ubbc0\ub85c, \uc911\uad6d \ubcf8\ud1a0 \ud310\ub9e4 \ube44\uc911\uc740 \uc0c1\ub300\uc801\uc73c\ub85c \uc911\uc694\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc544\ub9c8\uc874, \uad6c\uae00, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \uac19\uc740 \u2018\ube45\ud14c\ud06c\u2019(\uc2dc\uc7a5 \uc601\ud5a5\ub825\uc774 \ud070 \ub300\ud615 \uae30\uc220 \uae30\uc5c5)\uac00 \uc4f0\ub294 \uace0\uae09 \uce69\uc740 \ucd5c\uadfc <a href=\"https:\/\/finance.yahoo.com\/news\/us-plans-big-tech-carve-000430901.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc0c8 \uad00\uc138(\uc218\uc785\ud488\uc5d0 \ubd99\ub294 \uc138\uae08)\uc5d0\uc11c \uc81c\uc678<\/a>\ub418\uc5b4 \uace0\uac1d\uc0ac\uc758 \ubd80\ub2f4\uc774 \uc904\uc5c8\uc2b5\ub2c8\ub2e4. \uadf8 \ub300\uc2e0 TSMC\ub294 \uc0dd\uc0b0\uc744 \ub098\ub204\uace0(\ud55c \uc9c0\uc5ed\uc5d0\ub9cc \uc758\uc874\ud558\uc9c0 \uc54a\uae30), \ub298\uc5b4\ub098\ub294 \ubbf8\uad6d \ub0b4 \uc218\uc694\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \uc560\ub9ac\uc870\ub098\uc758 \ub300\ud615 \uc2dc\uc124\uc744 \ud3ec\ud568\ud574 \ubbf8\uad6d\uc5d0\uc11c \uc0dd\uc0b0\uc744 \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ud55c\ud3b8 \ud2b8\ub7fc\ud504\u00b7\ubc14\uc774\ub4e0 \ud589\uc815\ubd80\uc5d0\uc11c \ub3c4\uc785\ub41c \uc218\ucd9c \ud1b5\uc81c(\ud2b9\uc815 \uae30\uc220\u00b7\uc81c\ud488\uc758 \ud574\uc678 \ud310\ub9e4\ub97c \uc81c\ud55c\ud558\ub294 \uaddc\uc81c)\ub294 <a href=\"https:\/\/www.vtmarkets.com\/live-updates\/the-trump-administration-is-intensifying-semiconductor-restrictions-on-china-seeking-cooperation-from-japan-and-the-netherlands\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc911\uad6d\uc774 \uace0\uae09 \uae30\uc220\uc5d0 \uc811\uadfc\ud558\ub294 \uac83\uc744 \uacc4\uc18d \uc81c\ud55c<\/a>\ud558\uace0 \uc788\uc73c\uba70, <a href=\"https:\/\/www.vtmarkets.com\/live-updates\/tariffs-on-chinese-semiconductors-will-rise-from-0-after-18-months-as-reported-by-reuters\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\ucd94\uac00 \uad00\uc138\ub3c4 \uc608\uc0c1<\/a>\ub429\ub2c8\ub2e4. \uadf8 \uacb0\uacfc \uc138\uacc4 \uc2dc\uc7a5\uc740 \uc9c0\uc5ed\ubcc4\ub85c \uac08\ub77c\uc9c0\uace0, \uac01 \uc9c0\uc5ed\uc740 \uc790\uad6d \ub0b4 \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uacbd\uc7c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n<!-- wp:paragraph-->\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>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>AI \ubd90\uc758 \uc9c4\uc9dc \uc2b9\uc790\ub294 \ub204\uad6c\uc77c\uae4c? TSMC\ub294 Q4 \uc21c\uc774\uc775 35% \uae09\uc99d\uc73c\ub85c \uc8fc\uac00\uac00 \ub6f0\uc5c8\uace0, 3nm\u00b72nm \uc120\ub2e8 \uacf5\uc815\uacfc 400\uc5b5\ub2ec\ub7ec \ud22c\uc790\ub85c \uae00\ub85c\ubc8c AI \uce69 \uacf5\uae09\ub9dd \ud575\uc2ec\uc73c\ub85c \ubd80\uc0c1\ud588\ub2e4. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":62,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49],"tags":[],"class_list":["post-38218","post","type-post","status-publish","format-standard","hentry","category-opinion"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38218","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\/62"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=38218"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/38218\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=38218"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=38218"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=38218"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}