AI? ???… TSMC ?? ???? ??
... 3??(7～9?) ?? TSMC? ???? ?? ???? 64%??. ?? 2?? ... ??. ?? ??? ?? AI? ??? ?? ??? ???? ??? TSMC? ????? ? ? ?? ????. ...
- 2025-01-17
- ??? ?
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... ?? ????? ?? ?? ???? ?? ??? ‘??? ??’ ... ?? ???. ??? ????? ? ??? ???? ??? ??? ?????? ?? ???? ???? ...
- 2025-01-12
- ??? ?
- ??? ?
??? ?????? 韓??? ???… ???? ?? ???
... 1990????? ?? ?? ??? ???? ? ?? ??? ? 35%? ????. ??? ... ? ??? ????? ??? ????(????) ??? ?? ??. SK????? ...
- 2025-01-10
- ??? ?
- ??? ?
中 ????? D? ???? ???… “??? ?? ?? ??”
... ???? DS??? ?? 2023? ??? ?? ?????(???)? ?? 1 ... ???? ??. ?? ?? ????(??? ????)???? ??? ??? ?? ???LSI???? ?? ...
- 2025-01-09
- ??? ?
- ??? ?
????, 4?? ??? 6.5?… ?? ??? ??
... ??? ? ??? ????. ??? ?? ???? “?? ????? ??? ???? ?? ??? ??? ????, ???LSI???? ?? ??? ?? ?”??? ??? ...
- 2025-01-08
- ??? ?
- ??? ?
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[??] “??? AI ??? ?? ???? ????”
... ????(AI) ? ??? ???? ??? ??? ... ???? ??? ‘??? ???’(ASIC·???)? ???? ... ???? ?? ???? ????? ??? ? ? ??”? ...
- 2025-01-10
?? ??? ???? ‘??? R&D ? 52?? ??’
... ????? ??. ????? ??? ??? ???? ????? R&D? ... ??, ??? ?? ?? TSMC? ????(??? ????) ??? ??? ???? ???? ?? ???? ...
- 2025-01-01
?? ???? ??? CEO ?? ??
... ????? ?? ?? ?? ???? ?? TSMC? ?? ? ... ??????(CPU)? ???? ??? ??? ??????, ??? ... ?? ???? ????, ?? ????? ??? ...
- 2024-11-29
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[??] ??? “???? ????? ?? ??, ???? ???”
... ???? ???? ?? ??? ??? ??? ??? ?? ??? ... ????? ????. TSMC? ???? ?? ?? ??? ???? 3~8%? ??? ??, ????? ??? CoWoS ...
- 2024-11-29
????, ?? ?? ?? ?? ??… “HBM ???? ?? ???? ????”
... AI) ??? ????? ??? ??? ???????(HBM) ... ????, ?? ? ??? ? ????????? ??? ?? ?? ??. ?? ????? ??? ??????(DX ...
- 2024-11-29