“TSMC ???? ???? ?”… ASML, 韓?? ?? ??

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?? 2024? 4? 6? 01? 40?

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“????? 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? ?? ??? ??? ?”??? ???.

#tsmc #????#asml #??

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