??? ??? ????(????) ??? 1? ?? TSMC? ????? ??? ??? ?? 1??(1~3?) 50.7%???? ????.
12? ?? ?????? ?????? ??? TSMC? ? 1?? ???? ?? ??? 61.7%? ????. ??? 61.2% ?? 0.5%??? ???. ?? ????? ???? ?? ?? 11.3%?? 11.0%? ????. TSMC? ????? ??? ??? ??? 4??(10~12?) 49.9%????? ? 1?? 50.7%???? ???.
?? SMIC? ?? UMC? ???? ? 5.7%? ??? ?? ?? ???? ?????? ??? ???.
? 1?? ??? ???? ?? 10? ??? ??? 291?7200? ??(? 40?1552? ?)? ??? ?? 4.3% ????. ?????? “???? ??? ???? ???? ????? ???? ????”? “???? ?? ?? ?? ?????? ???? ??, ??? ?? ?? ???? ??? ???? ?????? ??”? ????.
?? ????? 12~13?(????) ?? ??????? ‘???? ??’? ???? ???? ????. ????? ???? ?? ???? ????(AI) ??? ??? ???? ?? ??? ????.
??? ?? will@donga.com
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