{"id":45947,"date":"2026-05-01T03:53:09","date_gmt":"2026-05-01T03:53:09","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%8b%a4%ec%a0%81-%ec%98%88%ec%83%81%ec%b9%98%eb%a5%bc-%ec%9b%83%eb%8f%84%eb%8a%94-%ec%96%b4%eb%8b%9d-%ec%84%9c%ed%94%84%eb%9d%bc%ec%9d%b4%ec%a6%88%ec%97%90%eb%8f%84-%ec%95%a0\/"},"modified":"2026-05-01T03:53:09","modified_gmt":"2026-05-01T03:53:09","slug":"%ec%8b%a4%ec%a0%81-%ec%98%88%ec%83%81%ec%b9%98%eb%a5%bc-%ec%9b%83%eb%8f%84%eb%8a%94-%ec%96%b4%eb%8b%9d-%ec%84%9c%ed%94%84%eb%9d%bc%ec%9d%b4%ec%a6%88%ec%97%90%eb%8f%84-%ec%95%a0","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/live-updates\/%ec%8b%a4%ec%a0%81-%ec%98%88%ec%83%81%ec%b9%98%eb%a5%bc-%ec%9b%83%eb%8f%84%eb%8a%94-%ec%96%b4%eb%8b%9d-%ec%84%9c%ed%94%84%eb%9d%bc%ec%9d%b4%ec%a6%88%ec%97%90%eb%8f%84-%ec%95%a0\/","title":{"rendered":"\uc2e4\uc801 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3c4\ub294 \u2018\uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988\u2019\uc5d0\ub3c4 \uc560\ud50c \uc8fc\uac00 \uc18c\ud3ed \ud558\ub77d\u2026\uacbd\uc601\uc9c4 \u201c\ucca8\ub2e8\uce69 \ubd80\uc871\uc73c\ub85c \uc544\uc774\ud3f0 \ud310\ub9e4 \uc81c\uc57d\u201d"},"content":{"rendered":"

\uc560\ud50c \uc8fc\uac00\ub294 \ubd84\uae30 \uc2e4\uc801\uc774 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \uc6c3\ub3cc\uc558\uc74c\uc5d0\ub3c4 \uc2dc\uac04\uc678 \uac70\ub798\uc5d0\uc11c 1% \ubbf8\ub9cc \ud558\ub77d\ud588\ub2e4. \uc560\ud50c\uc740 \uc870\uc815 \uc8fc\ub2f9\uc21c\uc774\uc775(EPS\u00b7\uc77c\ud68c\uc131 \ube44\uc6a9 \ub4f1\uc744 \uc81c\uc678\ud574 \uc2e4\uc801\uc744 \ub354 \uc798 \ubcf4\uc5ec\uc8fc\ub824\ub294 \uc9c0\ud45c) 2.01\ub2ec\ub7ec\ub97c \uae30\ub85d\ud574 \ucee8\uc13c\uc11c\uc2a4(\uc2dc\uc7a5 \ud3c9\uade0 \uc804\ub9dd\uce58)\ubcf4\ub2e4 0.07\ub2ec\ub7ec \ub192\uc558\uace0, \ub9e4\ucd9c\uc740 1,112\uc5b5\ub2ec\ub7ec\ub85c \ucd94\uc815\uce58\ubcf4\ub2e4 16\uc5b5\ub2ec\ub7ec \ub9ce\uc558\ub2e4.<\/p>\n

\uc544\uc774\ud3f0 \ub9e4\ucd9c\uc740 \uc57d 570\uc5b5\ub2ec\ub7ec\uc5d0 \uadfc\uc811\ud574 IBES \ucd94\uc815\uce58(\uae30\uad00\ub4e4\uc774 \uc9d1\uacc4\ud55c \uc804\ub9dd\uce58) 572\uc5b5\ub2ec\ub7ec\ub97c \uc18c\ud3ed \ubc11\ub3cc\uc558\ub2e4. \uc560\ud50c\uc740 \u201c\ucca8\ub2e8 \uacf5\uc815 \uce69(\ub354 \ubbf8\uc138\ud55c \ubc18\ub3c4\uccb4 \uacf5\uc815\uc5d0\uc11c \ub9cc\ub4e4\uc5b4\uc9c0\ub294 \uace0\uc131\ub2a5 \uce69)\u201d \ubd80\uc871\uc73c\ub85c \uc544\uc774\ud3f0 \ud310\ub9e4\uac00 \uc81c\ud55c\ub410\uc73c\uba70, \uacf5\uae09\ub9dd(\ubd80\ud488 \uc870\ub2ec\ubd80\ud130 \uc0dd\uc0b0\u00b7\ubb3c\ub958\uae4c\uc9c0\uc758 \uc804\uccb4 \uccb4\uacc4) \uc6b4\uc6a9\uc758 \uc720\uc5f0\uc131\uc774 \ub0ae\uc544\uc84c\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n

\uacf5\uae09 \uc81c\uc57d\uacfc \uc911\uad6d(\ub300\uc911\ud654\uad8c) \ub9e4\ucd9c \uac15\uc138<\/h3>\n

\ubcf4\uace0\uc11c\ub294 \uc81c\uc57d \uc694\uc778\uc73c\ub85c TSMC\uac00 \uc8fc\ub85c \uc0dd\uc0b0\ud558\ub294 \ucca8\ub2e8 \uce69\uc5d0 \ub300\ud55c \uc218\uc694 \uac15\uc138\uc640, AI \ub370\uc774\ud130\uc13c\ud130 \uc99d\uc124\ub85c \uc778\ud55c \uba54\ubaa8\ub9ac \uacf5\uae09 \ubd80\uc871\uc744 \uc9c0\ubaa9\ud588\ub2e4. \ub300\uc911\ud654\uad8c(\uc911\uad6d\u00b7\ud64d\ucf69\u00b7\ub300\ub9cc) \ub9e4\ucd9c\uc740 205\uc5b5\ub2ec\ub7ec\ub85c \ucee8\uc13c\uc11c\uc2a4\ub97c 16\uc5b5\ub2ec\ub7ec \uc0c1\ud68c\ud588\ub2e4.<\/p>\n

\uc544\uc774\ud3f0 \ub9e4\ucd9c\uc740 \uc804\ub144 \ub300\ube44 \uc57d 22% \uc99d\uac00\ud588\uace0, \uc11c\ube44\uc2a4 \ub9e4\ucd9c\uc740 16% \ub298\uc5c8\ub2e4. \ub9e5 \ub9e4\ucd9c\uc740 6%, \uc6e8\uc5b4\ub7ec\ube14\uc740 5%, \uc544\uc774\ud328\ub4dc \ub9e4\ucd9c\uc740 \uc57d 8% \uc99d\uac00\ud588\ub2e4.<\/p>\n

\uc560\ud50c\uc740 \ubd84\uae30 \ubc30\ub2f9\uae08\uc744 4% \uc778\uc0c1\ud574 0.27\ub2ec\ub7ec\ub85c \uc62c\ub838\uace0, 1,000\uc5b5\ub2ec\ub7ec \uaddc\ubaa8\uc758 \uc790\uc0ac\uc8fc \ub9e4\uc785(\uae30\uc5c5\uc774 \uc790\uae30 \uc8fc\uc2dd\uc744 \uc0ac\ub4e4\uc5ec \uc8fc\uc8fc\ud658\uc6d0 \ubc0f \uc8fc\uac00 \ubc29\uc5b4\uc5d0 \ud65c\uc6a9) \uacc4\ud68d\uc744 \uc0c8\ub85c \uc2b9\uc778\ud588\ub2e4. \ud300 \ucfe1\uc740 9\uc6d4 1\uc77c \ud1f4\uc784\ud560 \uc608\uc815\uc774\ub2e4.<\/p>\n

\uae30\uc220\uc801\uc73c\ub85c\ub294 50\uae30\uac04 \ub2e8\uc21c\uc774\ub3d9\ud3c9\uade0(SMA\u00b7\uc77c\uc815 \uae30\uac04 \uac00\uaca9 \ud3c9\uade0\uc744 \uc120\uc73c\ub85c \ub098\ud0c0\ub0b8 \uc9c0\ud45c)\uc778 269\ub2ec\ub7ec \ubd80\uadfc\uc774 \uc9c0\uc9c0\uc120\uc73c\ub85c, 200\uae30\uac04 SMA\ub294 261\ub2ec\ub7ec \ubc14\ub85c \uc544\ub798\ub85c \uac70\ub860\ub41c\ub2e4. \uc8fc\uac04 \uc885\uac00\uac00 272\ub2ec\ub7ec \uc704\uc5d0\uc11c \ub9c8\uac10\ud558\uba74 \ud750\ub984\uc774 \ubc14\ub014 \uc218 \uc788\ub294 \uc218\uc900\uc73c\ub85c \uc5b8\uae09\ub41c\ub2e4.<\/p>\n

\ubcc0\ub3d9\uc131 \ud558\ub77d \uc774\ud6c4\uc758 \uc635\uc158 \uc218\uae09<\/h3>\n

\uc2e4\uc801 \ubc1c\ud45c \uc774\ud6c4 \ub0b4\uc7ac\ubcc0\ub3d9\uc131(\uc635\uc158 \uac00\uaca9\uc5d0 \ubc18\uc601\ub41c \u2018\uc55e\uc73c\ub85c\uc758 \ubcc0\ub3d9 \ud3ed\u2019 \uae30\ub300\uce58)\uc774 \ud06c\uac8c \ub5a8\uc5b4\uc9c0\uba74\uc11c \ud604\uc7ac \uc635\uc158 \uac00\uaca9(\ud504\ub9ac\ubbf8\uc5c4\u00b7\uc635\uc158\uc744 \uc0ac\uae30 \uc704\ud574 \uc9c0\ubd88\ud558\ub294 \uac12)\uc740 \uc0c1\ub300\uc801\uc73c\ub85c \ubd80\ub2f4\uc774 \uc904\uc5c8\ub2e4. \ub2e4\ub9cc \uc2dc\uc7a5\uc758 \ubc18\uc751\uc774 \ud06c\uc9c0 \uc54a\uc740 \uac83\uc740 \uc218\uc694\uc640 \uc8fc\uc8fc\ud658\uc6d0 \uc815\ucc45\uc774 \uacf5\uae09\ub9dd \uc6b0\ub824\uc5d0 \ub20c\ub9ac\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \ub0b4\uc7ac\ubcc0\ub3d9\uc131 \ud558\ub77d\uc740 \ubd88\ud655\uc2e4\uc131 \ube44\uc6a9\uc744 \ub35c \ub0b4\uace0 \ub2e4\uc74c \ubc29\ud5a5\uc131\uc5d0 \ub300\ube44\ud560 \uc5ec\uc9c0\ub97c \ub9cc\ub4e0\ub2e4.<\/p>\n

\u201c\ucca8\ub2e8 \uacf5\uc815 \uce69\u201d \ubd80\uc871\uc5d0 \ub300\ud55c \uac00\uc774\ub358\uc2a4(\uacbd\uc601\uc9c4\uc774 \uc81c\uc2dc\ud558\ub294 \ud5a5\ud6c4 \uc804\ub9dd)\ub294 \ub2e8\uae30 \uc0c1\uc2b9 \uc5ec\ub825\uc744 \uc81c\ud55c\ud560 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. TSMC\uc758 3\ub098\ub178\u00b72\ub098\ub178 \uc0dd\uc0b0 \ub77c\uc778\uc740 \uac00\ub3d9\ub960\uc774 95%\ub97c \ub118\ub294 \uac83\uc73c\ub85c \uc54c\ub824\uc838 \uc788\uace0, \uc8fc\uc694 AI \uae30\uc5c5\ub4e4\uc774 \ub0b4\ub144\uae4c\uc9c0 \ubb3c\ub7c9\uc744 \uc120\uc810\ud55c \uc0c1\ud669\uc774\ub77c\ub294 \uc810\uc5d0\uc11c \uc560\ud50c\uc758 \uc544\uc774\ud3f0 17 \uc218\uc694 \ub300\uc751 \ub2a5\ub825\uc740 \ud5a5\ud6c4 \ubd84\uae30\uc5d0\uc11c \uc2dc\ud5d8\ub300\uc5d0 \uc624\ub97c \uc218 \uc788\ub2e4.<\/p>\n

\uba54\ubaa8\ub9ac \uce69 \uc81c\uc57d\ub3c4 \ub2e8\uae30\uac04\uc5d0 \ud574\uc18c\ub418\uae30 \uc5b4\ub835\ub2e4. AI \ub370\uc774\ud130\uc13c\ud130 \ud655\ub300\uac00 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM\u00b7\ub370\uc774\ud130\ub97c \ub9e4\uc6b0 \ube60\ub974\uac8c \ucc98\ub9ac\ud558\ub294 \uace0\uc131\ub2a5 \uba54\ubaa8\ub9ac) \uc218\uc694\ub97c \ud0a4\uc6e0\uace0, \uadf8 \uc5ec\ud30c\ub85c \uc544\uc774\ud3f0\uc5d0 \ub4e4\uc5b4\uac00\ub294 \uace0\uae09 DRAM(\uc791\uc5c5\uc6a9 \uba54\ubaa8\ub9ac)\uc758 \uac00\uaca9\uc774 \uc5f0\ucd08 \uc774\ud6c4 \uc57d 20% \uc0c1\uc2b9\ud588\ub2e4. \uc774\ub294 \uc0dd\uc0b0\ub7c9\uacfc \uc218\uc775\uc131(\ub9c8\uc9c4\u00b7\ub9e4\ucd9c\uc5d0\uc11c \ube44\uc6a9\uc744 \ube80 \uc774\uc775 \ube44\uc728)\uc5d0 \uc9c1\uc811\uc801\uc778 \ubd80\ub2f4\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n

\ubc18\uba74 \ub300\uc911\ud654\uad8c\uc758 \uc218\uc694 \uae09\uc99d\uc740 \ubb34\uc2dc\ud558\uae30 \uc5b4\ub835\ub2e4. 2024~2025\ub144 \ub0b4\ub0b4 \uc81c\uae30\ub410\ub358 \uacbd\uae30 \ub454\ud654 \uc6b0\ub824\ub97c \uac10\uc548\ud558\uba74, 16\uc5b5\ub2ec\ub7ec \ub9e4\ucd9c \uc0c1\ud68c\ub294 \uc9c0\uc5ed \ub0b4 \ube0c\ub79c\ub4dc \uacbd\uc7c1\ub825\uc774 \uc608\uc0c1\ubcf4\ub2e4 \uacac\uc870\ud568\uc744 \uc2dc\uc0ac\ud55c\ub2e4. \uc774\ub294 \uc8fc\uac00 \ud558\ubc29\uc744 \uc9c0\uc9c0\ud558\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4.<\/p>\n

\ud5a5\ud6c4 \uc218\uc8fc \ub3d9\uc548\uc740 50\uae30\uac04 \uc774\ub3d9\ud3c9\uade0\uc778 269\ub2ec\ub7ec \uc9c0\uc9c0\uc120\uc744 \uc8fc\ubaa9\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \uc774 \uc218\uc900\uc774 \ub69c\ub837\ud558\uac8c \uae68\uc9c0\uba74 \ucd94\uac00 \ub9e4\ub3c4 \uc555\ub825\uc774 \ucee4\uc9c8 \uc218 \uc788\uc73c\uba70, 261\ub2ec\ub7ec \uad6c\uac04\uc744 \ubaa9\ud45c\ub85c \ud55c \ud48b\uc635\uc158(\uc8fc\uac00 \ud558\ub77d\uc5d0 \ubca0\ud305\ud558\ub294 \uc635\uc158)\uc774\ub098 \ud48b \ub514\ube57 \uc2a4\ud504\ub808\ub4dc(\uc11c\ub85c \ub2e4\ub978 \ud589\uc0ac\uac00\uc758 \ud48b\uc744 \ud568\uaed8 \ub9e4\uc218\u00b7\ub9e4\ub3c4\ud574 \ube44\uc6a9\uacfc \uc704\ud5d8\uc744 \uc904\uc778 \ud558\ub77d \ubca0\ud305 \uc804\ub7b5)\uac00 \ub300\uc548\uc774 \ub420 \uc218 \uc788\ub2e4. \ubc18\ub300\ub85c \uc8fc\uac00\uac00 \uc9c0\uc9c0\uc120\uc744 \uc9c0\ud0a4\uba74 \uc2dc\uc7a5\uc774 \uacf5\uae09 \uc774\uc288\ubcf4\ub2e4 \uc218\uc694\uc640 \uc790\uc0ac\uc8fc \ub9e4\uc785\uc744 \ub354 \uc911\uc2dc\ud55c\ub2e4\ub294 \uc2e0\ud638\ub85c \ud574\uc11d\ub420 \uc218 \uc788\ub2e4.<\/p>\n

\uc8fc\uac00\uac00 \uc881\uc740 \ubc94\uc704\ub97c \ubc97\uc5b4\ub098\uae30 \uc804\uae4c\uc9c0\ub294 \ud6a1\ubcf4\uc5d0 \uc720\ub9ac\ud55c \uc804\ub7b5\ub3c4 \uace0\ub824\ud560 \uc218 \uc788\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uc544\uc774\uc5b8 \ucf58\ub3c4\ub974(\uc0c1\u00b7\ud558\ub2e8\uc744 \uc81c\ud55c\ud574 \ubc15\uc2a4\uad8c\uc744 \uac00\uc815\ud558\uace0 \ud504\ub9ac\ubbf8\uc5c4\uc744 \ub178\ub9ac\ub294 \uc635\uc158 \uc804\ub7b5)\ucc98\ub7fc \ubcc0\ub3d9\uc774 \ud06c\uc9c0 \uc54a\uc744 \ub54c \uc218\uc775\uc744 \uae30\ub300\ud558\ub294 \ubc29\uc2dd\uc774\ub2e4. \ub2e4\ub9cc \uc218\uc694\ub294 \ud06c\uc9c0\ub9cc \uacf5\uae09\uc774 \uc81c\ud55c\ub41c \uc0c1\ud669\uc740 \uacb0\uad6d \uc5b4\ub290 \ud55c\ucabd\uc73c\ub85c \uacb0\ub860\uc774 \ub098\uae30 \ub9c8\ub828\uc774\uc5b4\uc11c, \ubcc0\ub3d9\uc131 \ud655\ub300 \uac00\ub2a5\uc131\ub3c4 \uc5fc\ub450\uc5d0 \ub46c\uc57c \ud55c\ub2e4. \uc8fc\uac04 \uc885\uac00\uac00 272\ub2ec\ub7ec \ucd94\uc138\uc120 \uc704\uc5d0\uc11c \ub9c8\uac10\ud55c\ub2e4\uba74 \uac15\uc138 \uc2e0\ud638\ub85c, \uc2dc\uc7a5\uc774 \ubd80\ud488 \ubd80\uc871\uc744 \uc560\ud50c\uc774 \uad00\ub9ac\ud560 \uc218 \uc788\ub2e4\uace0 \ubcf4\uace0 \uc788\uc74c\uc744 \ub73b\ud560 \uc218 \uc788\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u2018\uc5b4\ub2dd \uc11c\ud504\ub77c\uc774\uc988\u2019\uc5d0\ub3c4 \uc560\ud50c \uc2dc\uac04\uc678 \uc57d\uc138\u2026\uc544\uc774\ud3f0 \ub9e4\ucd9c\uc740 \ucd94\uc815\uce58 \ud558\ud68c, \ucca8\ub2e8\uce69\u00b7\uba54\ubaa8\ub9ac \uacf5\uae09 \uc81c\uc57d\uc5d0 \ubc1c\ubaa9. \ubc18\uba74 \ub300\uc911\ud654\uad8c \ub9e4\ucd9c \uac15\uc138, \ubc30\ub2f9 \uc778\uc0c1\u00b71000\uc5b5\ub2ec\ub7ec \uc790\uc0ac\uc8fc \ub9e4\uc785\uc73c\ub85c \ud558\ubc29 \ubc29\uc5b4.<\/p>\n","protected":false},"author":87,"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-45947","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\/45947","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=45947"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/45947\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=45947"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=45947"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=45947"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}