AI? ???… TSMC ?? ???? ??

4?? ?? ???? 57% ??
3?? ??? 26%? ????

? ?? 1? ????(??? ????) ??? TSMC? ??? ?? ?? ??? ???? ????. ??? ?? ??? ??? ?? ??? 70%? ?? ? ‘????(AI) ??’? ??? ??? ??? ??? ???.

TSMC? ??? 4??(10～12?) ???? 3746?8000? ????(? 16?5700? ?)? 2023? 4???? 57% ????? 16? ???. 4?? ??? 8684?6000? ????(? 38?4000? ?)? ?? ?? ?? 38.8% ????. ????? 43.1%??.

TSMC? ??? ?? ?? ?? 2?8943? ????(? 128? ?)? 2023? ?? 33.9% ????. ?? ???? 1?1724? ????(? 52? ?)??. ?? ?? ?? ????? 2022? ??? ?? ?? ???.

TSMC? ??? 7?? ?? ??? ?? ?? ??? ???? 70%? ???. ?? TSMC? ??? ??? 3?? ???? ???? ?? ??? ??? ??? ???? ??? ??? ???. TSMC? ??? 4?? 3?? ??? ?? ??? ?? ?? ?? 6%??? ??? 26%?? ????. 3?? ??? ???? ??? ?? TSMC? ????? ???? ???? ??? ????.

??? TSMC ??? ???? ???? ??? ???? ???? ?? ??? 51%? ?? ???. 1? ?? 58% ????. ???? ? ?? ????? AI ??? ??? ??? ??? ????? ???? ?? AI ?? ?? ???? ???? ????.

?????? ?????????? ??? ??? 3??(7～9?) ?? TSMC? ???? ?? ???? 64%??. ?? 2?? ????? ???? 12%? ????.

????? ??? TSMC? ‘??’? ??? ??? ?? ??. ?? ??? ?? AI? ??? ?? ??? ???? ??? TSMC? ????? ? ? ?? ????. ??? TSMC? ?? ?? ?????? 4?? ?? ??? ??? ????, ????? ???? ???? ???? ?? ???? ??? ??? 12? ??? ????.

?? ? ???? ????? ?????? ??? TSMC ??? ????? “AI ? ??? ??? ???? ??? ???? ?? ???? PC? ??? ??? ?”??? ????.



??? ?? hee@donga.com