????? ????? ??? ?? ??… ??? ??, ?? ????? ‘中 ???’
... ??????? ??? 10? TSMC? ??? ???? TSMC ???? ?? ?? ?? ?????? ???? ??? ? ?? ??? ???? ???? ????. ?? ??? ?? ...
- 2?? ?
- ??? ?
- ??? ?
??1,423?
????![[????/???]‘54? ??’ ?? ?? ??? ??](https://dimg.donga.com/a/284/160/95/2/wps/NEWS/IMAGE/2025/01/15/130871632.2.jpg)
[????/???]‘54? ??’ ?? ?? ??? ??
... ??? ? ???? ???? ???. ??? ?? TSMC ??? ?? ??? ?? 50? ?? ??? ????? ?? ?? ?? ???? ???? ?? ????. ???? ???? ...
- 6?? ?
- ??? ?
- ??? ?
TSMC, 美 ??? 4?? ??? ?? ??
... ?? ? ??? 20%? ???? ???? ???. TSMC? ?????? ??? ???? ???? ???? 0%??.??? ?? hee@donga ...
- 2025-01-13
- ??? ?
- ??? ?
![[CES 2025] ??, ?? ??? 200HX·H·U? ??? ?? ??](https://dimg.donga.com/a/284/160/95/2/wps/NEWS/IMAGE/2025/01/08/130816003.1.jpg)
[CES 2025] ??, ?? ??? 200HX·H·U? ??? ?? ??
... 200 S ????? ?? ????. 200S ????? TSMC N3B ?? ??? ?????, ?? 8?? ?? ??? 16?? ?? ??? ????. ?? ??? ???? ???? ????, ...
- 2025-01-08
- ??? ?
- ??? ?
韓 ??? ?? ??, 中 ?? 美-?? ??
... ???????(HBM)? ??? ????. ?? TSMC? ?? ? ??? ???? ??? ??? ???????(GPU)? ???? ? HBM? ???? ????(AI) ??? ??? ??? ? ...
- 2025-01-06
- ??? ?
- ??? ?
??45?
????
![[??]日 TSMC ?? 3? ?? ?? ??… ?? ?? 韓 ??? ??](https://dimg.donga.com/a/284/160/95/2/wps/NEWS/IMAGE/2024/12/06/130585962.1.jpg)
![???? ? ???? ‘???? ???’ ? ?? ??[????]](https://dimg.donga.com/a/284/160/95/2/wps/NEWS/IMAGE/2024/12/10/130614847.1.jpg)
???171?
????
????·???? ???…???? ???? ????
... ?? 84.80???? ???.?? ??? ? ????? TSMC? ?? ??? ????? ? ??? ???? 1? ??(? 1455? ?)? ??? ????? ????? 4?2991? ??(? 625 ...
- 2025-01-10
![[??] “??? AI ??? ?? ???? ????”](https://dimg.donga.com/a/284/160/95/2/ugc/CDB/WEEKLY/Article/67/80/76/5a/6780765a1c34d2738250.jpg)
[??] “??? AI ??? ?? ???? ????”
... ??? ? ??. ASIC? ???? ?? ????, ?? TSMC? ? ??. ????, ??, ?? ?? ??? ??? ????? ????? ?? ??. ??? ???? ????? ??? ...
- 2025-01-10
2024? ?? ?? ??? 1?? AI???? ????
... ????? ?? ????. ?? ??? 96%? ??? TSMC? ??? ???? 1? ????, ????? ???? GPU ?? ??? ????.“2025?, AI? ???? ????”?? AI ...
- 2024-12-27
?? ?? ??? ??? ?? ETF ?? ???
... ???? ???, ???, ??, ???????, TSMC, ????? ?? ?? ?? ??? ?? CATL, ?? 1? ??? ?? BYD, ??? ??? ??????? ?????? ??? ...
- 2024-12-20
“2025? 1%? ??? ????, ???? ????”
... ???? ??. ?? ??? ?? ??? ? ??, TSMC? ????? ??? ???.”??? ???? ??? ??? ? ??? ??? ??? ?? ?? ????? ??? ??. ...
- 2025-01-01