??? 1? ????, 2? ??? ?? ??

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?? 2022? 9? 19? 03? 00?

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???: ?

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2?? ?? 28??-??? 12.8%
??? ?? 1.4%P→3.4%P? ??

??? ?? ?? ??? ?? 1?? ????? ?? 2??(4～6?) ???? ? ??? 2? ???? ??? ???.

18? ?????? ???? ??? ????? 2?? ????? ???? 203? ??(? 28?2200? ?)??. ??? ??? ?? ?? ??? 1581? ??? 12.8%?, 1??(1～3?)? 12.5%?? 0.3%??? ???. ?? ?? ??? ?????? ?? ??? ??? ????.

??? PC ?? ??? ??? ?? ??? ??? ????. 2?? ??? 148? ??? 1???? 16.6% ???, ?? ?? ???? 11.1%?? 9.4%? ????. ????? ?? ? ????? ??? 1.4%????? 3.4%???? ???.

????? 2017? ??? ???? ?? 1?? ????. ?? 2019? ?????? ??? ????? ?????? ??? ?? ??? ??? ???.

?? ?? ??? ???? ????(??? ????) ??? ?? TSMC? ??? ??? ????. 2?? ???? ????? TSMC? ?? ? ??? ??? ????. ?? ?????? IC????? TSMC? 3??(7～9?) ??? 202? ??? ???? ????(183? ??)? ??(150? ??)? ??? ??? ????.

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??? ?? beepark@donga.com