???? ?? ????? ??
“????? 韓?? ????”
???? ??? ???? ?? ?? ????(??? ????) ?? TSMC? ??? ??? ?? ???? ????? ??? ??? ??. TSMC? 3?(?? ??) “????(EUV) ?? ??? ??? ?? ??? ???? ???”? ????, ?? ?? ?? EUV ???? ???? ASML? ???? ???? ???? ??? ??? ????.
5? ?? ? ??? ??? ??? ?? ???? TSMC? ?? ??? ??? ???? EUV ?? ??? ??? ??? ???? ?? ASML? ?? ?? ??? ???? ?? ??? ?? ??? ????. ASML??? ?? ??? ???? ??? ??? ????. ?? ????? ???? ?? TSMC? ??? ?? 6200? ??(? 838? ?)? ?? ??? ????.
????? TSMC? ?? ??? ???? ?? ????? ????? ? ??? ???? ??. ?????? ??? ??? 4??(10～12?) ??? ???? ???? TSMC ???? 61.2%? ???. ?? ????? ????? ?? ?? ???? ??? ??? ???.
SK????? ??? ?????? ??. ????? ???????(GPU)? TSMC? ????, ??? ??? ???????(HBM)? SK????? ????? ???? ?? ????. ??? SK???? ??? “???? ??? ??? ? ??? ???”? ???? ????.
??? ????? ?? ? ???? D? ??? ??? ??? ????? SK????? ??? ????. ??? KB?? ???? “?? ??? ?? ???? ?? ??? ?? ??? ???? ???? ??? ??? ??? ??? ????”? “D? ????? ?? ??? ??? ???? ???? D? ?? ??? ??? ?”??? ???.
??? ?? bjk@donga.com
??? ?? purple@donga.com
[??★???] ??????? ?? ‘???’???!
??? ??? ??? ??
