{"id":26586,"date":"2025-05-13T07:33:28","date_gmt":"2025-05-12T22:33:28","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=26586"},"modified":"2025-05-13T09:21:38","modified_gmt":"2025-05-13T00:21:38","slug":"%ed%8a%b8%eb%9f%bc%ed%94%84-%ea%b4%80%ec%84%b8%ec%a0%84%ec%9f%81%ec%97%90-tsmc%eb%8a%94-%eb%82%99%ea%b4%80%eb%a1%a0-%ed%8f%88%eb%8b%a4","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=26586","title":{"rendered":"‘\ud2b8\ub7fc\ud504 \uad00\uc138\uc804\uc7c1\uc5d0’ TSMC\ub294 \ub099\uad00\ub860 \ud3c8\ub2e4"},"content":{"rendered":"

|\uc0bc\uc131\uc804\uc790, \uc0dd\uc0b0\uc9c0 \uc774\uc804\ub3c4 \uac80\ud1a0\u2026SK\ud558\uc774\ub2c9\uc2a4 ‘\uc601\ud5a5 \uc801\ub2e4’<\/h3>\n

[Topic]<\/strong><\/p>\n

\uad6d\ub0b4\uc678 \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc758 2025\ub144 1\ubd84\uae30 \uc2e4\uc801 \ubc0f \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80 \uad00\uc138 \uc815\ucc45\uc5d0 \ub530\ub978 \uc804\ub7b5<\/p>\n

[THE CFO’s Summary]<\/strong><\/p>\n

\uad6d\ub0b4\uc678 \uae30\uc5c5\uc740 \ubb3c\ub860 \ud22c\uc790\uc790\ub4e4\uc758 \uac00\uc7a5 \ud070 \uad00\uc2ec\uc0ac\ub294 \ubbf8\uad6d \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc758 \uad00\uc138 \uc815\ucc45\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc885\uc7a1\uc744 \uc218 \uc5c6\ub294 \uad00\uc138 \uc815\ucc45\uc5d0 \uc99d\uc2dc\uac00 \ub864\ub7ec\ucf54\uc2a4\ud130\ub97c \ud0c0\uace0 \uc788\ub294\ub370\uc694. \ud2b9\ud788 \ud2b8\ub7fc\ud504\ub294 \uc55e\uc11c \ucca0\uac15\u00b7\uc54c\ub8e8\ubbf8\ub284, \uc790\ub3d9\ucc28\u00b7\uad00\ub828 \ubd80\ud488 \uc218\uc785\uc5d0 25% \uad00\uc138\ub97c \ub9e4\uae34 \uac83\uc5d0 \uc774\uc5b4 \ubc18\ub3c4\uccb4 \uc5c5\uc885\uc5d0\ub3c4 \ud488\ubaa9\ubcc4 \uad00\uc138 \ubd80\uacfc\ud560 \uac83\uc774\ub77c\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc774\uc5d0 \ub530\ub77c \uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uc2e4\uc801\ubc1c\ud45c\ud68c\uc5d0\uc11c\ub3c4 \uad00\uc138 \ubd80\uacfc\uc5d0 \ub530\ub978 \ub300\uc751\ucc45\uc774 \uc8fc\uc694 \ud654\ub450\uc600\uc2b5\ub2c8\ub2e4. \ub450 \uae30\uc5c5\uc740 \uc7a0\uc815 \uc2e4\uc801 \ubc1c\ud45c\uc640 \ud568\uaed8 \ud5a5\ud6c4 \uc804\ub9dd\uc744 \ub0b4\ub1a8\ub294\ub370\uc694. \uc62c\ud574 1\ubd84\uae30 \uae30\ub300 \uc774\uc0c1\uc758 \uc2e4\uc801\uc744 \uae30\ub85d\ud588\uc9c0\ub9cc \uc624\ub294 2\ubd84\uae30\ubd80\ud130 \uad00\uc138 \ub9ac\uc2a4\ud06c\uac00 \ubcf8\uaca9\ud654\ub418\ub294 \ub9cc\ud07c \uac01 \uc0ac\uc758 \ucd5c\uace0\uc7ac\ubb34\ucc45\uc784\uc790(CFO)\uc640 \uc0ac\uc5c5\ubd80\uc7a5\ub4e4\uc758 \uace0\ubbfc\uc774 \ub2f4\uacbc\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\ub294 \uc62c\ud574 1\ubd84\uae30 \uc5f0\uacb0 \uae30\uc900 \ub9e4\ucd9c 79\uc8701405\uc5b5\uc6d0, \uc601\uc5c5\uc774\uc775 6\uc8706853\uc5b5\uc6d0\uc758 \uc2e4\uc801\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \uc0ac\uc5c5\uc744 \uc774\ub044\ub294 DS(\ub514\ubc14\uc774\uc2a4\uc194\ub8e8\uc158)\ubd80\ubb38 \ub9e4\ucd9c\uc740 25\uc8701000\uc5b5\uc6d0\uc73c\ub85c, \uc804\ub144 \ub3d9\uae30(23\uc8701000\uc5b5\uc6d0) \ub300\ube44 9% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc601\uc5c5\uc774\uc775\uc740 8000\uc5b5\uc6d0 \uac10\uc18c\ud55c 1\uc8701000\uc5b5\uc6d0\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\"\"<\/div>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc2dc\uc7a5 \uc804\ub9dd\uce58\ub97c \ub6f0\uc5b4\ub118\ub294 ‘\uae5c\uc9dd \uc2e4\uc801’\uc744 \ubc1c\ud45c\ud588\ub294\ub370\uc694. \uc62c\ud574 1\ubd84\uae30 \uc5f0\uacb0 \uae30\uc900 \ub9e4\ucd9c 17\uc8706391\uc5b5\uc6d0, \uc601\uc5c5\uc774\uc775 7\uc8704405\uc5b5\uc6d0\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ubd84\uae30 \uae30\uc900\uc73c\ub85c \uc5ed\ub300 \ucd5c\uace0 \uc2e4\uc801\uc744 \ub2ec\uc131\ud588\ub358 \uc9c0\ub09c \ubd84\uae30\uc5d0 \uc774\uc5b4 \ub450 \ubc88\uc9f8\ub85c \ub192\uc740 \uc131\uacfc\uc785\ub2c8\ub2e4. \ud2b9\ud788 SK\ud558\uc774\ub2c9\uc2a4 \uc601\uc5c5\uc774\uc775\ub960\uc740 42%\ub85c 8\uac1c \ubd84\uae30 \uc5f0\uc18d \uac1c\uc120 \ucd94\uc138\ub97c \uc774\uc5b4\uac14\uc2b5\ub2c8\ub2e4.<\/p>\n

\ud1b5\uc0c1\uc801\uc73c\ub85c \ubc18\ub3c4\uccb4 \uc5c5\uacc4\uc5d0\uc11c 1\ubd84\uae30\uac00 \ube44\uc218\uae30\uc778 \uc810\uc744 \uace0\ub824\ud558\uba74 \ub450 \uae30\uc5c5 \ubaa8\ub450 \uae30\ub300 \uc774\uc0c1\uc758 \uc2e4\uc801\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ubb38\uc81c\ub294 2\ubd84\uae30\ubd80\ud130\uc785\ub2c8\ub2e4. \uc624\ub294 2\ubd84\uae30\ubd80\ud130 \uad00\uc138 \uc815\ucc45\uc774 \uad6c\uccb4\ud654\ub418\uba74\uc11c \uc774\uc5d0 \ub530\ub978 \ubd88\ud655\uc2e4\uc131\uc774 \ucee4\uc9c0\uae30 \ub54c\ubb38\uc778\ub370\uc694.<\/p>\n

\ud604\uc7ac \ubbf8\uad6d\uc740 \uc77c\ubd80 \ud488\ubaa9\uc5d0 \ub300\ud574 90\uc77c \uac04 \ubcf4\ud3b8\uad00\uc138\ub97c \uc720\uc608\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4, \uc2a4\ub9c8\ud2b8\ud3f0, \ud0dc\ube14\ub9bf \ub4f1\uc758 \uc8fc\uc694 \ud488\ubaa9\uc740 \uc77c\ub2e8 \uc81c\uc678\ub41c \uc0c1\ud0dc\uc778\ub370\uc694. \uadf8\ub7ec\ub098 \ud488\ubaa9\ubcc4 \uad00\uc138 \uc870\uc0ac\uac00 \uc5ec\uc804\ud788 \uc608\uace0\ub3fc \uc788\uae30 \ub54c\ubb38\uc5d0 \ud5a5\ud6c4 \uad00\uc138\uac00 \ubd80\uacfc\ub420 \uac00\ub2a5\uc131\uc740 \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \uc9c0\ub09c\ub2ec 13\uc77c “(\ubc18\ub3c4\uccb4) \uad00\uc138\ub294 \uba38\uc9c0\uc54a\uc544 \uc2dc\ud589\ub420 \uac83\uc774\ub2e4. \ucca0\uac15\uacfc \uc790\ub3d9\ucc28, \uc54c\ub8e8\ubbf8\ub284\uacfc \ub9c8\ucc2c\uac00\uc9c0\ub2e4. \uc6b0\ub9ac\ub294 \ubc18\ub3c4\uccb4\uc5d0\ub3c4 \uad00\uc138\ub97c \ubd80\uacfc\ud560 \uc608\uc815\uc774\uace0, \uc218\ub9ce\uc740 \ub2e4\ub978 \uac83\ub4e4\ub3c4 \uac00\uae4c\uc6b4 \uc2dc\uc77c \ub0b4 (\uad00\uc138 \ubd80\uacfc\ub97c) \uc2dc\ud589\ud560 \uac83\uc774\ub2e4”\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc0bc\uc131\uc804\uc790\uc640 SK\ud558\uc774\ub2c9\uc2a4 \ubaa8\ub450 \uad00\uc138\uc5d0 \ub300\ube44\ud558\uace0 \uc788\uc74c\uc744 \uc2e4\uc801\ubc1c\ud45c\ud68c\ub97c \ud1b5\ud574 \uc5b8\uae09\ud588\ub294\ub370\uc694.\uc0bc\uc131\uc804\uc790\ub294 \uae00\ub85c\ubc8c \uc0dd\uc0b0 \uccb4\uacc4 \ud65c\uc6a9 \ub4f1 \uc0dd\uc0b0 \ucd5c\uc801\ud654\ub97c \uc704\ud55c \uc2dc\ub098\ub9ac\uc624\ub97c \uace0\ubbfc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uad00\uc138\ub85c \uc778\ud55c \uc218\uc775\uc131\uc744 \ubc29\uc5b4\ud558\uae30 \uc704\ud574 \ubaa8\ubc14\uc77c \ubd80\ubb38\uc5d0\uc11c\ub294 \ud50c\ub798\uadf8\uc2ed \uc2a4\ub9c8\ud2b8\ud3f0 \ud310\ub9e4\ub97c \ud655\ub300\ud558\uace0 \uac00\uc804 \ubd80\ubb38\uc5d0\uc11c\ub294 \uc0dd\uc0b0\uc9c0 \uc774\uc804\uc744 \uac80\ud1a0\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.<\/p>\n

SK\ud558\uc774\ub2c9\uc2a4\ub294 \uc6b0\ub824\ud558\ub294 \uac83\ubcf4\ub2e4 \uad00\uc138 \uc601\ud5a5\ub825\uc774 \uc801\uc744 \uac83\uc774\ub77c\uace0 \ub0b4\ub2e4\ubd24\ub294\ub370\uc694. \uc0bc\uc131\uc804\uc790\ub97c \ube44\ub86f\ud55c TSMC\uc640 \uc778\ud154\uc774 \ud30c\uc6b4\ub4dc\ub9ac(\ubc18\ub3c4\uccb4 \uc704\ud0c1 \uc0dd\uc0b0) \uae30\uc5c5\uc778 \ubc18\uba74 SK\ud558\uc774\ub2c9\uc2a4\ub294 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4\uac00 \uc8fc\ub825\uc774\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n

\"\"<\/div>\n

\uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4\ub294 \uc644\uc81c\ud488\uc774 \uc544\ub2cc \ud575\uc2ec \ubd80\ud488\uc785\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uc81c\ud488\uc740 \ubbf8\uad6d \uc678 \uc9c0\uc5ed\uc744 \uac70\uccd0 \ucd5c\uc885 \uc81c\ud488\uc73c\ub85c \uc870\ub9bd\ub418\ub294\ub370\uc694. \uad00\uc138 \ubd80\uacfc \uae30\uc900\uc778 \ubbf8\uad6d \uc9c1\uc218\ucd9c \ube44\uc911\uc744 \uace0\ub824\ud558\uba74 \uc81c\ud55c\uc801\uc77c \uac83\uc774\ub77c\uace0 \uc124\uba85\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uae00\ub85c\ubc8c \ud30c\uc6b4\ub4dc\ub9ac \uae30\uc5c5\ub4e4\uc758 \uc0c1\ud669\ub3c4 \ub9c8\ucc2c\uac00\uc9c0\uc785\ub2c8\ub2e4. \uc138\uacc4 1\uc704 \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4 \ub300\ub9cc TSMC\ub294 \uc2dc\uc7a5 \uc804\ub9dd\uce58\ub97c \uc6c3\ub3c4\ub294 \uc2e4\uc801\uc744 \ub0c8\uc2b5\ub2c8\ub2e4. \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc758 \uad00\uc138\ub85c \uae00\ub85c\ubc8c \ubb34\uc5ed \ud63c\ub780\uc774 \uc608\uc0c1\ub418\uba74\uc11c \uace0\uc131\ub2a5 \ubc18\ub3c4\uccb4 \uc7ac\uace0\ub97c \ube44\ucd95\ud574 \ub450\ub824\ub294 \ubbf8\uad6d \uae30\uc5c5\uc758 \uc218\uc694\uac00 \ub298\uc5b4\ub09c \uc601\ud5a5\uc785\ub2c8\ub2e4.<\/p>\n

TSMC\ub294 \ub9e4\ucd9c 8392\uc5b55000\ub9cc\ub300\ub9cc\ub2ec\ub7ec(\uc57d 36\uc8706700\uc5b5\uc6d0), \uc21c\uc774\uc775 3616\uc5b5\ub300\ub9cc\ub2ec\ub7ec(\uc57d 15\uc8707800\uc5b5\uc6d0)\ub97c \uae30\ub85d\ud588\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 \uac01\uac01 41.6%, 60% \uc99d\uac00\ud55c \uc218\uce58\ub85c 1\ubd84\uae30 \uae30\uc900 \ucd5c\uace0 \uc2e4\uc801\uc785\ub2c8\ub2e4.<\/p>\n

TSMC \uc5ed\uc2dc \ubbf8\uad6d \uad00\uc138 \uc815\ucc45\uc758 \ubd88\ud655\uc2e4\uc131\uc744 \uc778\uc9c0\ud558\uace0 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 AI \uc218\uc694\uac00 \uaebe\uc774\uc9c0 \uc54a\uc744 \uac83\uc774\ub77c\uace0 \ub0b4\ub2e4\ubcf4\uba70 2\ubd84\uae30 \ub9e4\ucd9c\uc744 \uae0d\uc815\uc801\uc73c\ub85c \uc804\ub9dd\ud588\uc2b5\ub2c8\ub2e4. TSMC\ub294 2\ubd84\uae30 \ub9e4\ucd9c\uc744 284\uc5b5\ub2ec\ub7ec(\uc57d 38\uc8704000\uc5b5\uc6d0)\uc5d0\uc11c 292\uc5b5\ub2ec\ub7ec(\uc57d 39\uc8704000\uc5b5\uc6d0)\ub85c \uc81c\uc2dc\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc804\ub144 \ub3d9\uae30 208\uc5b5\ub2ec\ub7ec(\uc57d 28\uc870800\uc5b5\uc6d0)\ub97c \ud06c\uac8c \uc6c3\ub3c4\ub294 \uc218\uce58\uc785\ub2c8\ub2e4.<\/p>\n

\ubbf8\uad6d \ubc18\ub3c4\uccb4 \uae30\uc5c5 \uc778\ud154\ub3c4 \uc2dc\uc7a5 \uc804\ub9dd\uce58\ub97c \uc6c3\ub3c4\ub294 \uc2e4\uc801\uc744 \ub0c8\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc740 1\ubd84\uae30 126\uc5b57000\ub9cc\ub2ec\ub7ec(\uc57d 17\uc8701000\uc5b5\uc6d0)\uc758 \ub9e4\ucd9c\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc2dc\uc7a5\uc744 \ub099\uad00\uc801\uc73c\ub85c \ubc14\ub77c\ubcf8 TSMC\uc640 \ub2ec\ub9ac 2\ubd84\uae30 \uc2e4\uc801 \uc804\ub9dd\uce58\ub97c \ub0ae\ucdb0 \uc7a1\uc558\ub294\ub370\uc694.<\/p>\n

\ubbf8\uad6d \uae30\uc5c5\uc778 \uc778\ud154\ub3c4 \uad00\uc138\uc5d0 \ub530\ub978 \uc6b0\ub824\ub97c \ud53c\ud558\uae30\ub294 \uc5b4\ub824\uc6e0\ub358 \uac83\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4. \uc778\ud154\uc740 2\ubd84\uae30 \ub9e4\ucd9c \uc608\uc0c1\uce58\ub85c 112\uc5b5\ub2ec\ub7ec(\uc57d 15\uc8701200\uc5b5\uc6d0)\uc5d0\uc11c 124\uc5b5\ub2ec\ub7ec(\uc57d 16\uc8707400\uc5b5\uc6d0)\ub97c \uc81c\uc2dc\ud588\uc2b5\ub2c8\ub2e4. \uc2dc\uc7a5 \uc608\uc0c1\uce58\uc778 128\uc5b5\ub2ec\ub7ec(\uc57d 17\uc8702800\uc5b5\uc6d0)\ubcf4\ub2e4 \ub0ae\ucdb0 \uc7a1\uc73c\uba70 \ubd88\ud655\uc2e4\uc131\uc744 \ubc18\uc601\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc778\ud154\uc740 \uad00\uc138 \ubd80\uacfc\ub85c \uc778\ud55c IT \uc81c\ud488 \uc218\uc694 \ub454\ud654\ub97c \uc6b0\ub824\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc5d0\uc11c \uc81c\uc870\ub41c \ucef4\ud4e8\ud130\uc640 \uc2a4\ub9c8\ud2b8\ud3f0 \ub4f1 \uc218\uc785 \uac00\uaca9\uc774 \uc62c\ub77c \uc218\uc694\uac00 \uc904\uc5b4\ub4e0\ub2e4\uba74 \uc778\ud154\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\uc5d0\ub3c4 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n

\ub610\ud55c \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\ub294 \uae30\uc874 \ubc14\uc774\ub4e0 \ud589\uc815\ubd80\uac00 \ub3c4\uc785\ud588\ub358 AI \ud655\uc0b0 \ud504\ub808\uc784\uc6cc\ud06c(Framework for AI Diffusion)\ub97c \ud3d0\uc9c0\ud558\uace0 \uc0c8\ub85c\uc6b4 \uaddc\uc815\uc744 \ub3c4\uc785\ud560 \uc608\uc815\uc785\ub2c8\ub2e4. \uc774\uc5d0 \uc911\uad6d\uc744 \ud3ec\ud568\ud55c \uc77c\ubd80 \uad6d\uac00\uc5d0 \ub300\ud55c AI \uce69 \uc218\ucd9c\uc774 \uc81c\ud55c\ub420 \uac00\ub2a5\uc131\uc774 \ud07d\ub2c8\ub2e4. \uc774\ub294 \ubbf8\uad6d \uae30\uc5c5\uc758 \uacbd\uc7c1\ub825\uc744 \uc720\uc9c0\ud558\uba74\uc11c\ub3c4 \uc911\uad6d\uc758 AI \uae30\uc220 \ubc1c\uc804\uc744 \uacac\uc81c\ud558\ub824\ub294 \ubaa9\uc801\uc785\ub2c8\ub2e4.<\/p>\n

\uc2e4\uc81c \uc778\ud154\uc740 \uc911\uad6d \uace0\uac1d\uc0ac\ub4e4\uc5d0\uac8c AI \uce69 \uc911 \uc77c\ubd80\ub97c \ud310\ub9e4\ud558\ub294\ub370 \ud5c8\uac00\uac00 \ud544\uc694\ud560 \uc218 \uc788\ub2e4\uace0 \uc5b8\uae09\ud55c \uac83\uc73c\ub85c \uc54c\ub824\uc84c\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc911\uad6d \uc218\ucd9c\uc774 \uc81c\ud55c\ub41c\ub2e4\uba74 \uc778\ud154\ub3c4 \uc190\uc2e4\uc744 \ubcfc \uc218 \uc788\ub294 \uc148\uc785\ub2c8\ub2e4.<\/p>\n

\ubc15\uc21c\ucca0 \uc0bc\uc131\uc804\uc790 CFO \ubd80\uc0ac\uc7a5<\/strong><\/p>\n

\"\"<\/strong><\/p>\n

“\uad00\uc138 \ubd80\uacfc \uac00\ub2a5\uc131 \uc0c1\uc874\u2026\uc0dd\uc0b0\uc9c0 \uc774\uc804 \uac80\ud1a0”<\/strong><\/p>\n

\ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \uc608\uace0\ud55c \uad00\uc138 \uc815\ucc45\uc740 \uad6c\uccb4\uc801\uc778 \uc608\uce21\uc774 \uc5b4\ub824\uc6b4 \uc0c1\ud669\uc774\ub2e4. \uc2a4\ub9c8\ud2b8\ud3f0, \ubc18\ub3c4\uccb4, \ud0dc\ube14\ub9bf \ub4f1 \uc0bc\uc131\uc758 \uc8fc\uc694 \uc81c\ud488\uc774 \uc0c1\ud638\uad00\uc138 \uc801\uc6a9 \ub300\uc0c1\uc5d0\uc11c\ub294 \uc81c\uc678\ub410\uc9c0\ub9cc \ud488\ubaa9\ubcc4 \uc870\uc0ac \uacb0\uacfc\uc5d0 \ub530\ub77c \ucd94\uac00 \ubcc0\ud654\uac00 \uc0dd\uae38 \uc218 \uc788\ub2e4.<\/p>\n

\uc774\uc5d0 \uc8fc\uc694\uad6d \ud1b5\uc0c1 \uc815\ucc45\uc744 \uc608\uc758\uc8fc\uc2dc\ud558\uba70 \uad00\ub828\uad6d\uacfc \uae34\ubc00\ud788 \uc18c\ud1b5\ud574 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ucd5c\uc18c\ud654 \ud558\uace0\uc790 \ub178\ub825 \uc911\uc774\ub2e4. \uae00\ub85c\ubc8c \uc0dd\uc0b0 \uac70\uc810\uacfc \uace0\uac1d \uad00\ub9ac \uc5ed\ub7c9\uc744 \ud65c\uc6a9\ud574 \uc0ac\uc5c5\ubd80\ubcc4 \uc218\uc775\uc131 \uadf9\ub300\ud654\ub97c \ud1b5\ud574 \ub300\uc751\ud574 \ub098\uac08 \uac83\uc774\ub2e4.<\/p>\n

\uc2a4\ub9c8\ud2b8\ud3f0 \uc0ac\uc5c5\uc744 \ub2f4\ub2f9\ud558\ub294 \ubaa8\ubc14\uc77c\uacbd\ud5d8(MX) \ubd80\ubb38\uc740 \ubc18\ub3c4\uccb4 \ud30c\uc0dd \uc0c1\ud488 \uad00\uc138 \ubd80\uacfc\uc2dc \uac00\uaca9 \uc0c1\uc2b9\uc774 \uc608\uc0c1\ub418\uae30 \ub54c\ubb38\uc5d0 \ud50c\ub798\uadf8\uc2ed \uc2a4\ub9c8\ud2b8\ud3f0\uacfc \uc5e3\uc9c0 \uc2e0\uc81c\ud488 \ud310\ub9e4 \ud655\ub300\ub85c \uc218\uc775\uc131 \ud655\ubcf4\ub97c \ucd94\uc9c4\ud560 \uacc4\ud68d\uc774\ub2e4.<\/p>\n

TV \uc0ac\uc5c5\uc744 \ub2f4\ub2f9\ud558\ub294 \uc601\uc0c1\ub514\uc2a4\ud50c\ub808\uc774(VD)\uc640 \uac00\uc804(DA) \uc0ac\uc5c5\ubd80\ub294 \ud544\uc694\ud558\ub2e4\uba74 \uc77c\ubd80 \ubb3c\ub7c9\uc758 \uc0dd\uc0b0\uc9c0\ub97c \uc774\uc804\ud558\ub294 \ubc29\ud5a5\ub3c4 \uac80\ud1a0\ud558\uace0 \uc788\ub2e4. \uae00\ub85c\ubc8c \uc81c\uc870 \uac70\uc810\uc744 \ud65c\uc6a9\ud574 \uad00\uc138 \uc601\ud5a5 \ucd5c\uc18c\ud654 \uc804\ub7b5\uc744 \ucd94\uc9c4\ud560 \uac83\uc774\ub2e4.<\/p>\n

\uae40\uc6b0\ud604 SK\ud558\uc774\ub2c9\uc2a4 CFO \ubd80\uc0ac\uc7a5<\/strong><\/p>\n

\"\"<\/div>\n

“\uc601\ud5a5 \ucd5c\uc18c\ud654\ub85c \ub300\uc751\u2026\uba54\ubaa8\ub9ac \uc218\uc694 \ubcc0\ud568\uc5c6\ub2e4”<\/strong><\/p>\n

\ubbf8\uad6d \uace0\uac1d\ud5a5(\ubc95\uc778 \uc18c\uc7ac\uc9c0 \uae30\uc900) \ub9e4\ucd9c \ube44\uc911\uc740 \uc804\uccb4 \ub9e4\ucd9c\uc5d0\uc11c 60%\ub85c \ub192\uc740 \uc0c1\ud669\uc774\uc9c0\ub9cc \uad00\uc138 \ubd80\uacfc \uae30\uc900\uc778 \ubbf8\uad6d\uc5d0 \uc9c1\uc811 \uc218\ucd9c \ube44\uc911\uc740 \uadf8\ub9ac \ub192\uc740 \ud3b8\uc774 \uc544\ub2c8\ub2e4. \uad00\uc138 \ubd80\uacfc\ub294 \ubbf8\uad6d\uc73c\ub85c \uc120\uc801\ub418\ub294 \ubb3c\ub7c9\uc5d0 \uc801\uc6a9\ub41c\ub2e4. \ubcf8\uc0ac\ub97c \ubbf8\uad6d\uc5d0 \ub450\uace0 \uc788\ub294 \uace0\uac1d\uc774\ub77c \ud558\ub354\ub77c\ub3c4 \uc81c\ud488 \uc120\uc801\uc740 \ubbf8\uad6d \uc678 \uc9c0\uc5ed\uc73c\ub85c \uc9c4\ud589\ub418\ub294 \uacbd\uc6b0\uac00 \ub9ce\ub2e4.<\/p>\n

\uc2dc\uc7a5\uc5d0\uc11c \uc608\uc0c1\ud558\uace0 \uc788\ub294 \uad00\uc138 \uc6b0\ub824\uc5d0 \ub530\ub978 \uba54\ubaa8\ub9ac \uc218\uc694 \uac10\uc18c \uc601\ud5a5\uc740 \uc81c\ud55c\uc801\uc77c \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \uc624\ub294 2\u00b74\ubd84\uae30\uc5d0\ub3c4 \uc5ec\uc804\ud788 \uad6d\uac00\ubcc4 \uad00\uc138\uc640 \uad00\uc138 \ubd80\uacfc \ub300\uc0c1 \ub4f1 \uc138\ubd80 \ub0b4\uc6a9\uc774 \uc544\uc9c1 \uc815\ud574\uc9c0\uc9c0 \uc54a\uc740 \uc0c1\ud669\uc774\ub2e4. \uace0\uac1d\ub4e4 \uc5ed\uc2dc \uc218\uc694\uc5d0 \ub300\ud55c \uac00\uc2dc\uc131\uc774 \ub0ae\uc544 \ud480\uc778(\uc7ac\uace0 \ube44\ucd95) \uc218\uc694\uc758 \uaddc\ubaa8\uac00 \uc7ac\uace0 \uc870\uc815\uc744 \uc6b0\ub824\ud560 \ub9cc\ud07c \ud06c\uac8c \uc99d\uac00\ud560 \uac83\uc73c\ub85c \ubcf4\uae30\ub294 \uc5b4\ub835\ub2e4.<\/p>\n

\ub610\ud55c AI \uc11c\ube44\uc2a4 \ud655\ub300\ub85c \uba54\ubaa8\ub9ac \uc218\uc694\ub294 \uc624\ud788\ub824 \uacac\uc870\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \ub525\uc2dc\ud06c\uac00 \uae30\ud3ed\uc81c\uac00 \ub3fc \uc55e\uc73c\ub85c AI \uac1c\ubc1c \ubc0f \uc751\uc6a9\uc774 \ud655\ub300\ub418\uba70 \uc774\uc5d0 \ub530\ub978 \uba54\ubaa8\ub9ac \uc218\uc694\ub97c \uacac\uc778\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.<\/p>\n

\uace0\uac1d \uacf5\uae09 \uc548\uc815\uc131\uc744 \ucd5c\ub300\ud55c \uc720\uc9c0\ud558\uba74\uc11c \ud5a5\ud6c4 \uad00\uc138 \ubc1c\ud6a8 \uc2dc\uc810\uc5d0 \ub530\ub77c \uc601\ud5a5\uc744 \ucd5c\uc18c\ud654\ud558\ub294 \ubc29\ud5a5\uc73c\ub85c \ub300\uc751\ud574 \ub098\uac08 \uacc4\ud68d\uc774\ub2e4.<\/p>\n

\uc6ec\ub378 \ud669(Wendell Huang) TSMC CFO<\/strong>
\n\"\"<\/p>\n

“\uad00\uc138 \uc815\ucc45\uc740 \ubcc0\uc218\uc9c0\ub9cc AI \uc218\uc694 \ud0c4\ud0c4\ud560 \uac83”<\/strong><\/p>\n

1\ubd84\uae30 \uc2e4\uc801\uc740 \uc2a4\ub9c8\ud2b8\ud3f0\uc758 \uacc4\uc808\uc801 \ube44\uc218\uae30 \uc601\ud5a5\uc744 \ubc1b\uc558\uc74c\uc5d0\ub3c4 AI \uad00\ub828 \uc218\uc694\uc758 \uc9c0\uc18d\uc801\uc778 \uc131\uc7a5\uc73c\ub85c \uc77c\ubd80 \uc0c1\uc1c4\ub410\ub2e4. AI \uc218\uc694\uac00 \uacac\uc870\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub418\uc9c0\ub9cc \ubbf8\uad6d \uad00\uc138 \uc815\ucc45\uc740 \ubcc0\uc218\ub85c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4.<\/p>\n

2\ubd84\uae30\ub85c \uc811\uc5b4\ub4e4\uba74\uc11c \uc5c5\uacc4\ub97c \uc120\ub3c4\ud558\ub294 3\ub098\ub178\uc640 5\ub098\ub178 \uacf5\uc815\uc5d0 \ub300\ud55c \uac15\ud55c \uc218\uc694\uac00 \uc0ac\uc5c5\uc744 \ub4b7\ubc1b\uce68\ud560 \uac83\uc73c\ub85c \uae30\ub300\ud558\uace0 \uc788\ub2e4. \ud604\uc7ac\uae4c\uc9c0 \uace0\uac1d\uc0ac\ub4e4\uc758 \ud589\ub3d9 \ubcc0\ud654\uac00 \ub098\ud0c0\ub098\uc9c0 \uc54a\uc558\uc9c0\ub9cc \uad00\uc138 \uc815\ucc45\uc758 \uc7a0\uc7ac\uc801 \uc601\ud5a5\uc73c\ub85c \uc778\ud55c \ubd88\ud655\uc2e4\uc131\uacfc \uc704\ud5d8\uc740 \uc874\uc7ac\ud55c\ub2e4.<\/p>\n

\ucd5c\uc885 \uc2dc\uc7a5 \uc218\uc694\uc5d0 \ubbf8\uce60 \uc218 \uc788\ub294 \uc601\ud5a5\uc744 \uba74\ubc00\ud788 \ubaa8\ub2c8\ud130\ub9c1\ud558\uba74\uc11c \uc2e0\uc911\ud558\uac8c \uc0ac\uc5c5\uc744 \uc6b4\uc601\ud574 \ub098\uac08 \uac83\uc774\ub2e4.<\/p>\n

\ub370\uc774\ube44\ub4dc \uc9c4\uc2a4\ub108(David Zinsner) \uc778\ud154 CFO<\/strong><\/p>\n

\"\"
\n“\uce69 \ube44\ucd95 \ub355\uc5d0 \ub9e4\ucd9c \uc62c\ub790\uc9c0\ub9cc 2\ubd84\uae30 \uc804\ub9dd\uc740 \ubcf4\uc218\uc801”<\/strong><\/p>\n

\uad00\uc138 \uc6b0\ub824\uac00 \ucee4\uc9c0\uba74\uc11c \uace0\uac1d\ub4e4\uc774 \uc778\ud154 \uce69\uc744 \ubbf8\ub9ac \ube44\ucd95\ud558\uba74\uc11c 1\ubd84\uae30 \ub9e4\ucd9c\uc774 \uc99d\uac00\ud588\ub2e4. \uc774\uc5d0 2\ubd84\uae30\uc5d0\ub294 \uc5b4\ub824\uc6c0\uc774 \uc608\uc0c1\ub41c\ub2e4. 2\ubd84\uae30 \uc804\ub9dd\uc744 \ub0ae\ucdb0\uc7a1\uc740 \uac83\uc740 \uad00\uc138\ub85c \uc778\ud55c \ubd88\ud655\uc2e4\uc131 \ub4f1 \ubc18\ub3c4\uccb4 \uc5c5\uacc4\ub97c \ub458\ub7ec\uc2fc \uac70\uc2dc \uacbd\uc81c \ud658\uacbd\uc774 \ubc18\uc601\ub41c \uac83\uc774\ub2e4.<\/p>\n

\ud5a5\ud6c4 \uc6b4\uc601 \ud6a8\uc728\uc131\uc744 \ub192\uc774\uae30 \uc704\ud574 \ud22c\uc790\uc640 \uc6b4\uc601 \ube44\uc6a9\uc744 \uc808\uac10\ud55c\ub2e4. \uc62c\ud574 \uc6b4\uc601\ube44\uc6a9\uc744 \uae30\uc874 \ubaa9\ud45c\uce58\uc778 175\uc5b5\ub2ec\ub7ec\uc5d0\uc11c 170\uc5b5\ub2ec\ub7ec\ub85c \ub0b4\ub838\uace0 \uc124\ube44\ud22c\uc790(Gross Capex)\ub97c \uc704\ud55c \ube44\uc6a9 \ubaa9\ud45c\uce58\ub3c4 200\uc5b5\ub2ec\ub7ec\uc5d0\uc11c 180\uc5b5\ub2ec\ub7ec\ub85c \ub0ae\ucdc4\ub2e4.<\/p>\n

\/ \ud64d\ub2e4\uc6d0 \ub354\ubca8 \uae30\uc790<\/p>\n","protected":false},"excerpt":{"rendered":"

|\uc0bc\uc131\uc804\uc790, \uc0dd\uc0b0\uc9c0 \uc774\uc804\ub3c4 \uac80\ud1a0\u2026SK\ud558\uc774\ub2c9\uc2a4 ‘\uc601\ud5a5 \uc801\ub2e4’ [Topic] \uad6d\ub0b4\uc678 \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc758 2025\ub144 1\ubd84\uae30 \uc2e4\uc801 \ubc0f \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80 \uad00\uc138 \uc815\ucc45\uc5d0 \ub530\ub978 \uc804\ub7b5 [THE CFO’s Summary] \uad6d\ub0b4\uc678 \uae30\uc5c5\uc740 \ubb3c\ub860 \ud22c\uc790\uc790\ub4e4\uc758 \uac00\uc7a5 \ud070 \uad00\uc2ec\uc0ac\ub294 \ubbf8\uad6d \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc758 \uad00\uc138 \uc815\ucc45\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc885\uc7a1\uc744 \uc218 \uc5c6\ub294 \uad00\uc138 \uc815\ucc45\uc5d0 \uc99d\uc2dc\uac00 \ub864\ub7ec\ucf54\uc2a4\ud130\ub97c \ud0c0\uace0 \uc788\ub294\ub370\uc694. \ud2b9\ud788 \ud2b8\ub7fc\ud504\ub294 \uc55e\uc11c \ucca0\uac15\u00b7\uc54c\ub8e8\ubbf8\ub284, \uc790\ub3d9\ucc28\u00b7\uad00\ub828 \ubd80\ud488 \uc218\uc785\uc5d0 25% \uad00\uc138\ub97c \ub9e4\uae34 […]<\/p>\n","protected":false},"author":44,"featured_media":26592,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,922,611],"tags":[960,763,4395,881,657,214],"class_list":{"0":"post-26586","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-sanction","8":"category-thebell","9":"category-korea","10":"tag-sk","11":"tag-tsmc","12":"tag-4395","13":"tag-881","14":"tag-657","15":"tag-214"},"yoast_head":"\n'\ud2b8\ub7fc\ud504 \uad00\uc138\uc804\uc7c1\uc5d0' TSMC\ub294 \ub099\uad00\ub860 \ud3c8\ub2e4 SanctionLab<\/title>\n<meta name=\"description\" content=\"\uad6d\ub0b4\uc678 \uae30\uc5c5\uc740 \ubb3c\ub860 \ud22c\uc790\uc790\ub4e4\uc758 \uac00\uc7a5 \ud070 \uad00\uc2ec\uc0ac\ub294 \ubbf8\uad6d \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc758 \uad00\uc138 \uc815\ucc45\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc885\uc7a1\uc744 \uc218 \uc5c6\ub294 \uad00\uc138 \uc815\ucc45\uc5d0 \uc99d\uc2dc\uac00 \ub864\ub7ec\ucf54\uc2a4\ud130\ub97c \ud0c0\uace0 \uc788\ub294\ub370\uc694. \ud2b9\ud788 \ud2b8\ub7fc\ud504\ub294 \uc55e\uc11c \ucca0\uac15\u00b7\uc54c\ub8e8\ubbf8\ub284, \uc790\ub3d9\ucc28\u00b7\uad00\ub828 \ubd80\ud488 \uc218\uc785\uc5d0 25% \uad00\uc138\ub97c \ub9e4\uae34 \uac83\uc5d0...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sanctionlab.com\/?p=26586\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"'\ud2b8\ub7fc\ud504 \uad00\uc138\uc804\uc7c1\uc5d0' TSMC\ub294 \ub099\uad00\ub860 \ud3c8\ub2e4 SanctionLab\" \/>\n<meta property=\"og:description\" content=\"\uad6d\ub0b4\uc678 \uae30\uc5c5\uc740 \ubb3c\ub860 \ud22c\uc790\uc790\ub4e4\uc758 \uac00\uc7a5 \ud070 \uad00\uc2ec\uc0ac\ub294 \ubbf8\uad6d \ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\uc758 \uad00\uc138 \uc815\ucc45\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uc885\uc7a1\uc744 \uc218 \uc5c6\ub294 \uad00\uc138 \uc815\ucc45\uc5d0 \uc99d\uc2dc\uac00 \ub864\ub7ec\ucf54\uc2a4\ud130\ub97c \ud0c0\uace0 \uc788\ub294\ub370\uc694. \ud2b9\ud788 \ud2b8\ub7fc\ud504\ub294 \uc55e\uc11c \ucca0\uac15\u00b7\uc54c\ub8e8\ubbf8\ub284, \uc790\ub3d9\ucc28\u00b7\uad00\ub828 \ubd80\ud488 \uc218\uc785\uc5d0 25% \uad00\uc138\ub97c \ub9e4\uae34 \uac83\uc5d0...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sanctionlab.com\/?p=26586\" \/>\n<meta property=\"og:site_name\" content=\"SanctionLab\" \/>\n<meta property=\"article:published_time\" content=\"2025-05-12T22:33:28+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-13T00:21:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.sanctionlab.com\/wp-content\/uploads\/2025\/05\/20250508154008536-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"615\" \/>\n\t<meta property=\"og:image:height\" content=\"531\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"the bell\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\uae00\uc4f4\uc774\" \/>\n\t<meta name=\"twitter:data1\" content=\"the bell\" \/>\n\t<meta name=\"twitter:label2\" content=\"\uc608\uc0c1 \ub418\ub294 \ud310\ub3c5 \uc2dc\uac04\" \/>\n\t<meta name=\"twitter:data2\" content=\"7\ubd84\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.sanctionlab.com\/?p=26586#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.sanctionlab.com\/?p=26586\"},\"author\":{\"name\":\"the bell\",\"@id\":\"https:\/\/www.sanctionlab.com\/#\/schema\/person\/17d7f03620d8d417748dab41644ff547\"},\"headline\":\"‘\ud2b8\ub7fc\ud504 \uad00\uc138\uc804\uc7c1\uc5d0’ 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