{"id":44802,"date":"2026-04-16T10:23:29","date_gmt":"2026-04-16T10:23:29","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/tsmc-%ec%8b%a4%ec%a0%81-%ec%84%9c%ed%94%84%eb%9d%bc%ec%9d%b4%ec%a6%88ai-%ec%88%98%ec%9a%94-%ec%8a%a4%ed%86%a0%eb%a6%ac-%ec%9c%a0%ed%9a%a8\/"},"modified":"2026-04-16T10:23:29","modified_gmt":"2026-04-16T10:23:29","slug":"tsmc-%ec%8b%a4%ec%a0%81-%ec%84%9c%ed%94%84%eb%9d%bc%ec%9d%b4%ec%a6%88ai-%ec%88%98%ec%9a%94-%ec%8a%a4%ed%86%a0%eb%a6%ac-%ec%9c%a0%ed%9a%a8","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/analysis\/tsmc-%ec%8b%a4%ec%a0%81-%ec%84%9c%ed%94%84%eb%9d%bc%ec%9d%b4%ec%a6%88ai-%ec%88%98%ec%9a%94-%ec%8a%a4%ed%86%a0%eb%a6%ac-%ec%9c%a0%ed%9a%a8\/","title":{"rendered":"TSMC \uc2e4\uc801 \uc11c\ud504\ub77c\uc774\uc988\u2026AI \uc218\uc694 \uc2a4\ud1a0\ub9ac \uc720\ud6a8"},"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\/05\/39-1024x573.webp\" alt=\"\" class=\"wp-image-47830\"\/><\/figure>\n\n\n\n<p><strong>\ud575\uc2ec \uc694\uc57d<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>TSM \uc8fc\uac00 375.54<\/strong>\ub85c <strong>4.68\ub2ec\ub7ec(-1.23%)<\/strong> \ud558\ub77d. \uc7a5\uc911 <strong>381.28<\/strong>\uae4c\uc9c0 \uc624\ub978 \ub4a4 \uc870\uc815 \uc911\uc774\uc9c0\ub9cc, \ub2e8\uae30 <strong>\uc774\ub3d9\ud3c9\uade0\uc120(\ucd5c\uadfc \uac00\uaca9\uc758 \ud3c9\uade0\uc744 \uc120\uc73c\ub85c \uc774\uc740 \ucd94\uc138 \uc9c0\ud45c)<\/strong> \uc704\ub294 \uc720\uc9c0.<\/li>\n\n\n\n<li>1\ubd84\uae30 \uc21c\uc774\uc775\uc740 <strong>5,725\uc5b5 \ub300\ub9cc\ub2ec\ub7ec<\/strong>\ub85c <strong>58%<\/strong> \uc99d\uac00, \ub9e4\ucd9c\uc740 <strong>1\uc8701,340\uc5b5 \ub300\ub9cc\ub2ec\ub7ec<\/strong>\ub85c <strong>35%<\/strong> \ub298\uc5b4 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc0c1\ud68c.<\/li>\n\n\n\n<li>AI \uc218\uc694\ub85c <strong>3\ub098\ub178(\ub098\ub178\ubbf8\ud130\u00b7\uba38\ub9ac\uce74\ub77d \uad75\uae30\uc758 \uc218\ub9cc\ubd84\uc758 1 \uc218\uc900\uc778 \u2018\uacf5\uc815 \ubbf8\uc138\ud654\u2019 \ub2e8\uacc4)<\/strong> \uce69\uacfc <strong>\ucca8\ub2e8 \ud328\ud0a4\uc9d5(\uc5ec\ub7ec \uce69\uc744 \ud55c \ud328\ud0a4\uc9c0\uc5d0 \ubb36\uac70\ub098 \uc801\uce35\ud574 \uc131\ub2a5\u00b7\uc804\ub825 \ud6a8\uc728\uc744 \ub192\uc774\ub294 \ud6c4\uacf5\uc815)<\/strong> \uc218\uc694\uac00 \ud604\uc7ac \uc0dd\uc0b0\ub2a5\ub825(\uce90\ud30c\u00b7\uacf5\uc7a5 \ucc98\ub9ac \ud55c\uacc4)\uc744 \uacc4\uc18d \uc6c3\ub3ce.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<p>TSMC\uc758 1\ubd84\uae30 \uc2e4\uc801\uc740 \uc911\ub3d9 \ubd84\uc7c1 \uc5ec\ud30c\ub85c \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uacfc \uacf5\uae09\ub9dd \ubcc0\ub3d9\uc131\uc774 \ucee4\uc9c4 \uc0c1\ud669\uc5d0\uc11c\ub3c4 AI \uce69 \uc218\uc694\uac00 \uacac\uc870\ud588\uc74c\uc744 \ubcf4\uc5ec\uc92c\ub2e4. \uc21c\uc774\uc775\uc740 <strong>58% \uc99d\uac00\ud55c 5,725\uc5b5 \ub300\ub9cc\ub2ec\ub7ec<\/strong>(\uc57d <strong>182\uc5b5 \ub2ec\ub7ec<\/strong>), \ub9e4\ucd9c\uc740 <strong>35% \ub298\uc5b4\ub09c 1\uc8701,340\uc5b5 \ub300\ub9cc\ub2ec\ub7ec<\/strong>\ub97c \uae30\ub85d\ud588\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">TSMC first-quarter profit rises 58%, beats estimates as AI demand fuels record run <a href=\"https:\/\/t.co\/U7ZJWME6iP\">https:\/\/t.co\/U7ZJWME6iP<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/twitter.com\/CNBC\/status\/2044655945603494172?ref_src=twsrc%5Etfw\">April 16, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\ub450 \uc9c0\ud45c \ubaa8\ub450 \uc2dc\uc7a5 \uae30\ub300\ub97c \ub118\uc5b4\uc130\ub2e4. \uc21c\uc774\uc775\uc740 <strong>\uc2a4\ub9c8\ud2b8\uc5d0\uc2a4\ud2f0\uba54\uc774\ud2b8(\uc5ec\ub7ec \uc560\ub110\ub9ac\uc2a4\ud2b8 \uc608\uc0c1\uce58\ub97c \uac00\uc911\uce58\ub85c \ubc18\uc601\ud574 \ub9cc\ub4e0 \u2018\ud569\uc758 \uc608\uc0c1\uce58\u2019)<\/strong>\uc778 <strong>5,433\uc5b5 \ub300\ub9cc\ub2ec\ub7ec<\/strong>\ub97c \uc6c3\ub3cc\uba70 \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5 \ud750\ub984\uc744 \uc774\uc5b4\uac14\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub294 TSMC\uac00 <a href=\"https:\/\/www.vtmarkets.com\/discover\/ai-stock-investing-the-complete-ai-value-chain-guide-for-traders\/\" target=\"_blank\" rel=\"noopener\" title=\"\">AI \ud558\ub4dc\uc6e8\uc5b4 \uacf5\uae09\ub9dd<\/a>\uc758 \ud575\uc2ec\uc5d0 \uc788\uae30 \ub54c\ubb38\uc774\ub2e4. \uace0\uac1d\uc0ac\uac00 \ucd5c\ucca8\ub2e8 \uce69 \uc8fc\ubb38\uc744 \ud06c\uac8c \uc904\uc600\ub2e4\uba74 \uc2e4\uc801\uc5d0 \uba3c\uc800 \ubc18\uc601\ub41c\ub2e4. \uadf8\ub7ec\ub098 \ud604\uc7ac\ub294 \uc218\uc694\uac00 \uac15\ud574 <strong>\uac00\uaca9<\/strong>, <strong>\ub9c8\uc9c4(\ub9e4\ucd9c\uc5d0\uc11c \ube44\uc6a9\uc744 \ube80 \uc774\uc775\ub960)<\/strong>, <strong>\uac00\ub3d9\/\uc99d\uc124 \uc555\ub825<\/strong>\uc744 \uc9c0\uc9c0\ud558\ub294 \ud750\ub984\uc774 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Taiwan overtook the UK in stock market value \u2014 making it the world&#39;s seventh largest \u2014 as tech firms regained favor. Read more: <a href=\"https:\/\/t.co\/yrsAmK5b0Q\">https:\/\/t.co\/yrsAmK5b0Q<\/a><br><br>\ud83d\udcf7\ufe0f: An Rong Xu\/Bloomberg <a href=\"https:\/\/t.co\/rKK4AWtc6f\">pic.twitter.com\/rKK4AWtc6f<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2044597992355766630?ref_src=twsrc%5Etfw\">April 16, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\ub2e8\uae30\uc801\uc73c\ub85c\ub294 \uc2e0\uc911\ud55c \uc2dc\uac01\uc774 \ub0a8\uc544 \uc788\uc9c0\ub9cc, TSMC\uac00 \uc774\ub7f0 \uc131\uc7a5\ub960\uc744 \uc720\uc9c0\ud558\ub294 \ud55c AI \ubc18\ub3c4\uccb4 \uc5c5\ud669\uc740 \uacac\uc870\ud558\ub2e4\ub294 \ud574\uc11d\uc774 \uc6b0\uc138\ud558\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ubbf8\uc138\uacf5\uc815\uacfc \ud328\ud0a4\uc9d5\uc774 \uc2e4\uc801\uc744 \uacac\uc778<\/h2>\n\n\n\n<p>\uc774\ubc88 \ubd84\uae30\uc5d0\uc11c \uac00\uc7a5 \ub69c\ub837\ud55c \uc2e0\ud638\ub294 \u2018\uac00\uc7a5 \uc55e\ub2e8\u2019\uc758 \uc218\uc694\uac00 \uacf5\uae09\uc744 \uacc4\uc18d \uc55e\uc120\ub2e4\ub294 \uc810\uc774\ub2e4. <a href=\"https:\/\/www.reuters.com\/world\/asia-pacific\/tsmc-set-post-50-quarterly-profit-jump-extend-record-earnings-on-insatiable-ai-2026-04-16\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">3\ub098\ub178 \uc0dd\uc0b0<\/a>\uacfc \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc218\uc694\uac00 \ud604\uc7ac \uce90\ud30c\ub97c \ucd08\uacfc\ud558\uace0 \uc788\ub2e4. \uc774\ub294 TSMC\uac00 \ub2e8\uc21c\ud788 <strong>\uc6e8\uc774\ud37c(\ubc18\ub3c4\uccb4\ub97c \ub9cc\ub4dc\ub294 \uc2e4\ub9ac\ucf58 \uc6d0\ud310)<\/strong> \ubb3c\ub7c9\ub9cc \ud30c\ub294 \ud68c\uc0ac\uac00 \uc544\ub2c8\ub77c\ub294 \uc758\ubbf8\ub2e4.<\/p>\n\n\n\n<p>AI \uace0\uac1d\uc774 \ub354 \ub9ce\uc740 \ucc98\ub9ac\ub7c9(throughput\u00b7\uacf5\uc815\uc774 \uc77c\uc815 \uc2dc\uac04\uc5d0 \ucc98\ub9ac\ud558\ub294 \ubb3c\ub7c9)\uc744 \uc694\uad6c\ud558\ub294 \uc2dc\uc810\uc5d0, \uc81c\uc870 \uacf5\uc815 \uc911 <strong>\ubd80\uac00\uac00\uce58\uac00 \uac00\uc7a5 \ud070 \uad6c\uac04<\/strong>\uc744 \ud310\ub9e4\ud558\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub7f0 \uc774\uc720\ub85c \uc2dc\uc7a5\uc740 <a href=\"https:\/\/t.co\/hN2Mdi4ES1\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc9c0\uc815\ud559\uc801 \ubd88\uc548<\/a> \uad6d\uba74\uc5d0\uc11c\ub3c4 TSMC\ub97c \ube44\uad50\uc801 \uae0d\uc815\uc801\uc73c\ub85c \ud3c9\uac00\ud574 \uc654\ub2e4. \uacbd\uae30 \uc21c\ud658(\ud638\ud669\u00b7\ubd88\ud669) \uc218\uc694\uc5d0\ub9cc \uc758\uc874\ud558\ub294 \uc5c5\uccb4\ub77c\uba74 \uc131\uc7a5 \ub454\ud654\uc5d0 \ub354 \ucde8\uc57d\ud558\ub2e4. TSMC\ub294 \ucd5c\ucca8\ub2e8 \uacf5\uc815 \ubb3c\ub7c9\uacfc \ud328\ud0a4\uc9d5\uc744 \uc6d0\ud558\ub294 \uace0\uac1d \uc555\ub825\uc774 \uc5ec\uc804\ud788 \uac15\ud558\uace0, \ud68c\uc0ac\uc758 \uacf5\uae09\uc774 \uc774\ub97c \uc644\uc804\ud788 \ub530\ub77c\uac00\uc9c0 \ubabb\ud558\ub294 \uc0c1\ud0dc\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc218\uc694\uc640 \ub9ac\uc2a4\ud06c\uc758 \ubc29\ud5a5\uc774 \uac08\ub77c\uc9d0<\/h2>\n\n\n\n<p>\uc774\ubc88 \uc2e4\uc801\uc740 \uadf8\ub3d9\uc548 \ud568\uaed8 \ubb36\uc5ec \uc788\ub358 \ub450 \uc9c8\ubb38\uc744 \ubd84\ub9ac\ud574 \uc900\ub2e4. \uccab\uc9f8, \uc804\uc7c1 \uad00\ub828 \uc5d0\ub108\uc9c0 \ucda9\uaca9\uc774 AI \ud22c\uc790(\uc124\ube44\ud22c\uc790\u00b7capex, \uacf5\uc7a5\u00b7\uc7a5\ube44\uc5d0 \uc4f0\ub294 \ub3c8)\ub97c \ube60\ub974\uac8c \uc704\ucd95\uc2dc\ud0ac\uc9c0. \ub458\uc9f8, \uc774\ub7f0 \ub9ac\uc2a4\ud06c\uac00 \uc2e4\uc81c \uc0dd\uc0b0\u00b7\ube44\uc6a9\uc5d0 \ubc18\uc601\ub418\uae30 \uc804\uc5d0 TSMC\uac00 \uacac\uc870\ud55c \uc2e4\uc801\uc744 \ub0bc \uc218 \uc788\uc744\uc9c0\ub2e4. \ud604\uc7ac\uae4c\uc9c0\ub294 \uc218\uc694\uac00 \ubc84\ud2f0\uace0 \uc788\uace0 \uc2e4\uc801\ub3c4 \uac15\ud558\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Battery and EV manufacturing are more dependent on China than ever despite billions in investment under the Make in India initiative <a href=\"https:\/\/t.co\/2bVDRIGpME\">https:\/\/t.co\/2bVDRIGpME<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2044161967934292356?ref_src=twsrc%5Etfw\">April 14, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\ub2e4\ub9cc \uc9c0\uc815\ud559\uc801 \ub9ac\uc2a4\ud06c\uac00 \uc0ac\ub77c\uc9c4 \uac83\uc740 \uc544\ub2c8\ub2e4. TSMC\ub294 \uc804\ub825 \uc0ac\uc6a9\uc774 \ub9ce\uc740 \ubc18\ub3c4\uccb4 \uacf5\uc7a5(\ud339\u00b7fab, wafer\ub97c \uac00\uacf5\ud558\ub294 \uc0dd\uc0b0\uc2dc\uc124)\uc744 \uc6b4\uc601\ud558\uba70, \ub300\ub9cc\uc740 \uc5f0\ub8cc \uc218\uc785 \uc758\uc874\ub3c4\uac00 \ub192\ub2e4. \uc804\uae30\uc694\uae08\uc774\ub098 \uc6d0\uc790\uc7ac \ube44\uc6a9\uc774 \uc9c0\uc18d \uc0c1\uc2b9\ud558\uba74 <strong>\ub9c8\uc9c4<\/strong>\uacfc \uc6b4\uc601 \uacc4\ud68d\uc5d0 \ubd80\ub2f4\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ud5ec\ub968\ub3c4 \ubcc0\uc218\ub2e4. \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\uc5d0\uc11c \ud5ec\ub968\uc740 \ub0c9\uac01(\uc7a5\ube44 \uc628\ub3c4 \uc548\uc815)\uc5d0 \uc4f0\uc774\uba70, \uce74\ud0c0\ub974\uc5d0\uc11c\uc758 \uacf5\uae09 \ucc28\uc9c8\uc740 \uc77c\ubd80 \uacf5\uae09\ub9dd\uc744 \uc774\ubbf8 \uae34\uc7a5\uc2dc\ucf30\ub2e4. \uc2dc\uc7a5\uc740 \uc774\ub97c \u2018\uc9c0\uae08 \ub2f9\uc7a5 \uc218\uc694\ub97c \uaebe\ub294 \uc694\uc778\u2019\uc774\ub77c\uae30\ubcf4\ub2e4 \u2018\ube44\uc6a9\u00b7\uacf5\uae09 \ub9ac\uc2a4\ud06c\u2019\ub85c \ubcf4\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Qatar announced the full return of navigation for all maritime vessels and ships from Sunday in its waters, according to its transport ministry <a href=\"https:\/\/t.co\/g4XeVAtVnN\">https:\/\/t.co\/g4XeVAtVnN<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2043129723539042665?ref_src=twsrc%5Etfw\">April 12, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uc2e0\uc911\ud55c \uc804\ub9dd\uc740 TSMC\uac00 \ucd08\uae30 \ucda9\uaca9\uc740 \uad00\ub9ac\ud560 \uc218 \uc788\ub2e4\uace0 \ubcf4\uc9c0\ub9cc, \uc5d0\ub108\uc9c0\u00b7\uc6d0\uc790\uc7ac \ucda9\uaca9\uc774 \uc7a5\uae30\ud654\ub418\uba74 \uc774\ud6c4 \ubd84\uae30\uc5d0\ub294 \ubb34\uc2dc\ud558\uae30 \uc5b4\ub835\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">TSM \uae30\uc220\uc801(\ucc28\ud2b8) \ud750\ub984<\/h2>\n\n\n\n<p>TSM\uc740 <strong>375.54<\/strong> \ubd80\uadfc\uc5d0\uc11c \uac70\ub798 \uc911\uc774\ub2e4. 4\uc6d4 \ucd08 \uc800\uc810\uc5d0\uc11c \uac15\ud558\uac8c \ubc18\ub4f1\ud55c \ub4a4, \ud575\uc2ec <strong>\uc800\ud56d\uc120(\uc8fc\uac00\uac00 \uc624\ub974\uae30 \uc5b4\ub824\uc6b4 \uac00\uaca9\ub300)<\/strong> \uc544\ub798\uc5d0\uc11c \uc0c1\uc2b9\uc774 \uba48\ucd94\ub294 \ubaa8\uc2b5\uc774\ub2e4. \ucd5c\uadfc \ub7a0\ub9ac\ub294 \uac15\ud588\uc9c0\ub9cc, <strong>380~390<\/strong> \uad6c\uac04\uc5d0\uc11c <strong>\ubaa8\uba58\ud140(\uc0c1\uc2b9\u00b7\ud558\ub77d\uc758 \ud798)<\/strong>\uc774 \ub454\ud654\ub418\uba70 \uc26c\uc5b4\uac00\ub294 \uc2e0\ud638\uac00 \ub098\ud0c0\ub09c\ub2e4.<\/p>\n\n\n\n<p>\ucc28\ud2b8\uc0c1\uc73c\ub85c\ub294 <strong>\ub113\uc740 \ubc15\uc2a4\uad8c(\uc77c\uc815 \ubc94\uc704\uc5d0\uc11c \ub4f1\ub77d\ud558\ub294 \uad6c\uac04) \uc548\uc5d0\uc11c \ud68c\ubcf5<\/strong> \uc911\uc774\uba70, \ub2e8\uae30 \uc0c1\uc2b9 \ud0c4\ub825\uc740 \ub2e4\uc18c \uc57d\ud574\uc84c\ub2e4.<\/p>\n\n\n\n<p>\uc8fc\uac00\ub294 <strong>5\uc77c\uc120(372.24)<\/strong>, <strong>10\uc77c\uc120(358.80)<\/strong> \uc704\uc5d0 \uc788\ub2e4. \ub450 \uc774\ub3d9\ud3c9\uade0\uc120\uc740 \uc0c1\uc2b9 \uc911\uc774\uba70 \ub2e8\uae30 <strong>\uc9c0\uc9c0\uc120(\uc8fc\uac00\uac00 \ub0b4\ub824\uac00\uae30 \uc5b4\ub824\uc6b4 \uac00\uaca9\ub300)<\/strong> \uc5ed\ud560\uc744 \ud55c\ub2e4. <strong>20\uc77c\uc120(346.42)<\/strong>\uc740 \ub354 \uc544\ub798\uc5d0\uc11c \uac15\ud55c \ubc14\ub2e5\uc744 \ud615\uc131\ud574 \ucd5c\uadfc \ucd94\uc138 \uac1c\uc120\uc744 \ub4b7\ubc1b\uce68\ud55c\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/05\/1_image-17-1024x474.jpg\" alt=\"\" class=\"wp-image-47827\"\/><\/figure>\n\n\n\n<p>\uc8fc\uc694 \uad6c\uac04<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc9c0\uc9c0:<\/strong> 372.00 \u2192 358.80 \u2192 346.40<\/li>\n\n\n\n<li><strong>\uc800\ud56d:<\/strong> 380.00 \u2192 391.60 \u2192 401.00<\/li>\n<\/ul>\n\n\n\n<p>TSM\uc740 <strong>380.00<\/strong> \uc800\ud56d\uc120 \ubc14\ub85c \uc544\ub798\uc5d0\uc11c <strong>\ubc15\uc2a4\uad8c \uc870\uc815(\uac00\uaca9\uc774 \uc881\uc740 \ubc94\uc704\uc5d0\uc11c \ubaa8\uc774\ub294 \uad6c\uac04)<\/strong>\uc744 \ubcf4\uc774\uace0 \uc788\ub2e4. \uc774 \uad6c\uac04\uc744 \ub6ab\uace0 \uc548\ucc29\ud558\uba74(\uc0c1\ud5a5 \ub3cc\ud30c) \uc774\uc804 \uace0\uc810\uc778 <strong>391.60<\/strong> \uc7ac\uc2dc\ud5d8 \uac00\ub2a5\uc131\uc774 \ucee4\uc9c0\uace0, \ub9e4\uc218\uc138\uac00 \ubd99\uc73c\uba74 \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\uc9c0\ub3c4 \uc5f4\ub9b0\ub2e4.<\/p>\n\n\n\n<p>\uc544\ub798\ub85c\ub294 <strong>372.00<\/strong>\uc774 1\ucc28 \uc9c0\uc9c0\uc120\uc774\ub2e4. \uc774\ud0c8 \uc2dc <strong>358.80<\/strong>\uae4c\uc9c0 \ub418\ubc00\ub9b4 \uc218 \uc788\uc73c\ub098, \uc804\uccb4 \ud68c\ubcf5 \ud750\ub984\uc774 \ubb34\ub108\uc9c0\uc9c0 \uc54a\ub294 \ud55c \u2018\ucd94\uc138 \uc804\ud658\u2019\ubcf4\ub2e4\ub294 <strong>\uc870\uc815(\uc0c1\uc2b9 \ud6c4 \ub418\ub3cc\ub9bc)<\/strong>\uc73c\ub85c \ubcfc \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n\n\n\n<p>\uc885\ud569\ud558\uba74, TSM\uc740 <strong>\ud68c\ubcf5 \ucd94\uc138 \uc18d \ub2e8\uae30 \uc228 \uace0\ub974\uae30<\/strong> \uad6d\uba74\uc774\ub2e4. \uc2dc\uc7a5\uc740 \ucd94\uac00 \uc0c1\ud5a5 \ub3cc\ud30c\uc5d0 \ud544\uc694\ud55c \ud798\uc774 \ucda9\ubd84\ud55c\uc9c0, \uc544\ub2c8\uba74 \ub2e4\uc74c \uc0c1\uc2b9 \uc804 \ucd94\uac00 \uc870\uc815\uc774 \ud544\uc694\ud55c\uc9c0 \uc2dc\ud5d8\ud558\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud2b8\ub808\uc774\ub354\uac00 \ub2e4\uc74c\uc73c\ub85c \ubcfc \ud3ec\uc778\ud2b8<\/h2>\n\n\n\n<p>\uc8fc\uac00\uc758 \ub2e4\uc74c \ubc29\ud5a5\uc740 AI \uc218\uc694\uac00 <strong>\uc2e4\uc81c \uce90\ud30c \ud655\ub300<\/strong>\ub85c \uc774\uc5b4\uc9c0\ub294\uc9c0, \uadf8\ub9ac\uace0 \uc5d0\ub108\uc9c0\u00b7\uc6d0\uc790\uc7ac \ub9ac\uc2a4\ud06c\uac00 \ud22c\uc790\uc2ec\ub9ac\ub97c \ud6fc\uc190\ud558\uc9c0 \uc54a\ub294\uc9c0\uc5d0 \ub2ec\ub824 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uc2dc\uc7a5\uc740 \ucd5c\ucca8\ub2e8 \uacf5\uc815 \uc218\uc694 \uc9c0\uc18d \uc5ec\ubd80, \ud328\ud0a4\uc9d5 \ubcd1\ubaa9(\uacf5\uc815\uc774 \ub9c9\ud600 \ucc98\ub9ac\ub7c9\uc774 \uc81c\ud55c\ub418\ub294 \ud604\uc0c1), \uc124\ube44\ud22c\uc790 \uacc4\ud68d, \uc5f0\ub8cc\u00b7\ud5ec\ub968 \uacf5\uae09 \ub9ac\uc2a4\ud06c \uad00\ub9ac \uc0c1\ud669\uc744 \uc8fc\uc2dc\ud560 \uac83\uc774\ub2e4. \ub9ac\uc2a4\ud06c\uac00 \ud1b5\uc81c\ub418\uba74 \uc2e4\uc801 \uc11c\ud504\ub77c\uc774\uc988(\uc608\uc0c1\uce58 \uc0c1\ud68c)\uac00 \uc8fc\uac00\ub97c \uc9c0\uc9c0\ud560 \uc218 \uc788\ub2e4. \ubc18\ub300\ub85c \ube44\uc6a9 \uc555\ubc15\uc774 \ub69c\ub837\ud574\uc9c0\uba74 \uc2dc\uc7a5\uc740 \uac19\uc740 \uc131\uc7a5\ub960\uc5d0 \uc774\uc804\ub9cc\ud07c \ub192\uc740 \uac00\uce58\ub97c \uc8fc\uc9c0 \uc54a\uc744 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>\ud2b8\ub808\uc774\ub354 Q&#038;A<\/strong><\/summary>\n<p><strong>TSMC \uc2e4\uc801\uc774 \ubc18\ub3c4\uccb4 \uc5c5\uc885\uc5d0 \ud2b9\ud788 \uc911\uc694\ud55c \uc774\uc720\ub294?<\/strong><\/p>\n\n\n\n<p>TSMC\ub294 \uae00\ub85c\ubc8c AI \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uc758 \uc911\uc2ec\uc5d0 \uc788\uc5b4, \ubd84\uae30 \uc2e4\uc801\uc740 \ucd5c\ucca8\ub2e8 \uce69 \uc218\uc694\uac00 \uc720\uc9c0\ub418\ub294\uc9c0 \ubcf4\uc5ec\uc8fc\ub294 \u2018\uc870\uae30 \uc9c0\ud45c\u2019\ub2e4. 1\ubd84\uae30 \uc21c\uc774\uc775\uc740 <strong>58% \uc99d\uac00\ud55c 5,725\uc5b5 \ub300\ub9cc\ub2ec\ub7ec<\/strong>, \ub9e4\ucd9c\uc740 <strong>35% \ub298\uc5b4\ub09c 1\uc8701,340\uc5b5 \ub300\ub9cc\ub2ec\ub7ec<\/strong>\ub85c \ubaa8\ub450 \uc2dc\uc7a5 \uae30\ub300\ub97c \uc6c3\ub3cc\uc558\ub2e4.<\/p>\n\n\n\n<p><strong>\uc774\ubc88 \uc2e4\uc801\uc774 \ub9d0\ud574\uc8fc\ub294 AI \uc218\uc694 \ud750\ub984\uc740?<\/strong><\/p>\n\n\n\n<p>\ubd84\uae30 \ub0b4\ub0b4 AI \uc218\uc694\uac00 \uac15\ud588\ub2e4\ub294 \uc758\ubbf8\ub2e4. \ud68c\uc0ac\ub294 AI\uc6a9 \uace0\uc0ac\uc591(\ucd5c\ucca8\ub2e8) \uce69 \uc218\uc694\uac00 \uacac\uc870\ud588\uace0, <strong>3\ub098\ub178 \uce69<\/strong>\uacfc <strong>\ucca8\ub2e8 \ud328\ud0a4\uc9d5<\/strong> \uc218\uc694\uac00 \uac00\uc6a9 \uce90\ud30c\ub97c \uacc4\uc18d \ub118\uc5b4\uc130\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n\n\n\n<p><strong>\ucca8\ub2e8 \ud328\ud0a4\uc9d5\uacfc 3\ub098\ub178\uac00 TSMC\uc5d0 \uc911\uc694\ud55c \uc774\uc720\ub294?<\/strong><\/p>\n\n\n\n<p>\ub458 \ub2e4 \uc81c\uc870 \uacf5\uc815\uc5d0\uc11c \ubd80\uac00\uac00\uce58\uac00 \ub192\uace0, AI \uc778\ud504\ub77c \ud22c\uc790(\ub300\uaddc\ubaa8 \ub370\uc774\ud130\uc13c\ud130\u00b7\uac00\uc18d\uae30 \uad6c\ucd95)\uc758 \uc601\ud5a5\uc744 \uac00\uc7a5 \uc9c1\uc811\uc801\uc73c\ub85c \ubc1b\ub294 \uc601\uc5ed\uc774\ub2e4. \uc774 \uad6c\uac04\uc774 \u2018\ud0c0\uc774\ud2b8(\uacf5\uae09 \ubd80\uc871)\u2019\ud558\uba74, \ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790(\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\u00b7\ucd08\ub300\ud615 \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc0ac)\uc640 \uce69 \uc124\uacc4\uc0ac\uac00 \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ud655\uc7a5\uc744 \uacc4\uc18d \ubc00\uc5b4\ubd99\uc774\uace0 \uc788\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub41c\ub2e4.<\/p>\n\n\n\n<p><strong>TSMC\ub294 \uc5f0\uac04 \uc131\uc7a5 \uc804\ub9dd\uc744 \ubc14\uafe8\ub098?<\/strong><\/p>\n\n\n\n<p>TSMC\ub294 \uc5f0\uac04 \ub9e4\ucd9c\uc774 \uc57d <strong>30%<\/strong> \uc131\uc7a5\ud560 \uac83\uc774\ub77c\ub294 \uae30\uc874 \uac00\uc774\ub358\uc2a4(\ud68c\uc0ac \uce21 \uc804\ub9dd\uce58)\ub97c \uc720\uc9c0\ud558\uace0 \uc788\ub2e4. \uc2dc\uc7a5\uc740 2026\ub144 \ub0a8\uc740 \uae30\uac04 \ub3d9\uc548 \ud604\uc7ac\uc758 \uc18d\ub3c4\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\ub294\uc9c0\uc5d0 \uc8fc\ubaa9\ud55c\ub2e4.<\/p>\n\n\n\n<p><strong>\uc218\uc694\uac00 \uac15\ud55c\ub370\ub3c4 \uc911\ub3d9 \ub9ac\uc2a4\ud06c\uc5d0 \ub178\ucd9c\ub418\ub294 \uc774\uc720\ub294?<\/strong><\/p>\n\n\n\n<p>\uc218\uc694\uac00 \uac15\ud574\ub3c4 \uacf5\uae09\ub9dd \ucde8\uc57d\uc131\uc740 \ub0a8\ub294\ub2e4. TSMC \ud339\uc740 \uc804\ub825 \uc18c\ubaa8\uac00 \ud06c\uace0, \ub300\ub9cc\uc740 \uc5f0\ub8cc \uc218\uc785 \uc758\uc874\ub3c4\uac00 \ub192\ub2e4. \ub610\ud55c \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5d0\ub294 \ud5ec\ub968 \uac19\uc740 \uc18c\uc7ac\uac00 \ud544\uc694\ud558\uba70, \uc9c0\uc5ed \uae34\uc7a5\uc73c\ub85c \uacf5\uae09 \ucc28\uc9c8\uc774 \uc774\ubbf8 \ubc1c\uc0dd\ud55c \ubc14 \uc788\ub2e4.<\/p>\n<\/details>\n\n<p>\n\n<p><strong>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 &#8211; VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694 <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>TSMC, \uc8fc\uac00\ub294 \uc870\uc815\uc5d0\ub3c4 \uc2e4\uc801 \u2018\uc11c\ud504\ub77c\uc774\uc988\u2019\u20261Q \uc21c\uc775 58%\u00b7\ub9e4\ucd9c 35% \uae09\uc99d. AI\ubc1c 3\ub098\ub178\u00b7\ucca8\ub2e8\ud328\ud0a4\uc9d5 \uc218\uc694\uac00 \uce90\ud30c \ucd08\uacfc \uc9c0\uc18d, \uc5d0\ub108\uc9c0\u00b7\uc6d0\uc790\uc7ac \ub9ac\uc2a4\ud06c\ub294 \ubcc0\uc218.<\/p>\n","protected":false},"author":87,"featured_media":44801,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-44802","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analysis"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44802","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\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=44802"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/44802\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/44801"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=44802"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=44802"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=44802"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}