{"id":34972,"date":"2026-05-06T08:02:40","date_gmt":"2026-05-05T23:02:40","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=34972"},"modified":"2026-05-06T08:02:40","modified_gmt":"2026-05-05T23:02:40","slug":"%ec%98%81%ec%83%81%ec%95%a0%ed%94%8c-%ec%82%bc%ec%84%b1%c2%b7%ec%9d%b8%ed%85%94%ec%97%90-%ec%b9%a9-%eb%a7%a1%ea%b8%b4%eb%8b%a4tsmc-%ec%9d%98%ec%a1%b4-%ed%83%88%ed%94%bc","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=34972","title":{"rendered":"\uc601\uc0c1\uc560\ud50c, \uc0bc\uc131\u00b7\uc778\ud154\uc5d0 \uce69 \ub9e1\uae34\ub2e4\u2026TSMC \uc758\uc874 \ud0c8\ud53c"},"content":{"rendered":"<p>\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551<\/p>\n<p>* \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report &amp; Insight Summarizing Media)\uc740 \ud55c\uad6d\uc5b8\ub860\uc9c4\ud765\uc7ac\ub2e8\uc758 \uc9c0\uc6d0\uc744 \ubc1b\uc544 \uac1c\ubc1c\ud55c \u2018\uc778\uacf5\uc9c0\ub2a5(AI) \uae30\ubc18 \ub9de\ucda4\ud615 \ub274\uc2a4 \ucd94\ucc9c \ubc0f \uc694\uc57d \uc11c\ube44\uc2a4\u2019\uc785\ub2c8\ub2e4. \ub3c5\uc790 \uc720\ud615\ubcc4 \ub9de\ucda4 \ub274\uc2a4 6\uac1c\ub97c \uc120\ubcc4\ud574 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>[\uc8fc\uc694 \uc774\uc288 \ube0c\ub9ac\ud551]<\/p>\n<p>\u25a0 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654: \uc560\ud50c\uc774 TSMC \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\uae30 \uc704\ud574 \uc0bc\uc131\uc804\uc790(005930) \u00b7\uc778\ud154\uacfc \uc2dc\uc2a4\ud15c\uc628\uce69(SoC) \uc704\ud0c1\uc0dd\uc0b0 \ub17c\uc758\uc5d0 \ub098\uc130\ub2e4. AI \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790 \uc5f4\ud48d\uacfc \ub9e5 \uc218\uc694 \uae09\uc99d\uc774 \uacb9\uce58\uba70 \uce69 \ud488\uadc0\uac00 \uc2ec\ud654\ub410\uace0, \ud300 \ucfe1 \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub294 \u201c\uacf5\uae09 \uade0\ud615 \ud68c\ubcf5\uc5d0 \uc218\uac1c\uc6d4\uc774 \uac78\ub9b4 \uac83\u201d\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4.<\/p>\n<p>\u25a0 \uc720\uac00 \uae09\ub4f1 \ucda9\uaca9: \ube0c\ub80c\ud2b8\uc720\uac00 \ubc30\ub7f4\ub2f9 114~115\ub2ec\ub7ec\uae4c\uc9c0 \uce58\uc19f\uc73c\uba70 \uae00\ub85c\ubc8c \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc5d0 \uacbd\uace0\uc74c\uc774 \uc6b8\ub838\ub2e4. \ud06c\ub9ac\uc2a4\ud0c8\ub9ac\ub098 \uac8c\uc624\ub974\uae30\uc5d0\ubc14 \uad6d\uc81c\ud1b5\ud654\uae30\uae08(IMF) \ucd1d\uc7ac\ub294 \uc720\uac00\uac00 125\ub2ec\ub7ec\ub97c \ub118\uc5b4\uc124 \uacbd\uc6b0 \uac1c\ubc1c\ub3c4\uc0c1\uad6d\uc758 \uacbd\uc81c \uce68\uccb4\uac00 \ubd88\uac00\ud53c\ud558\ub2e4\uace0 \uacbd\uace0\ud588\ub2e4.<\/p>\n<p>\u25a0 \uba38\ub2c8\ubb34\ube0c \uac00\uc18d: \uc99d\uc2dc \ud65c\ud669\uc774 \uc774\uc5b4\uc9c0\uba74\uc11c 1\uc5b5 \uc6d0 \uc774\ud558 \uc815\uae30\uc608\uae08 \uacc4\uc88c \uc218\uac00 6\ub144 \ubc18 \ub9cc\uc5d0 \ucd5c\uc800\uce58\ub85c \uc904\uc5c8\ub2e4. \uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc758 \uc790\uae08\uc774 \uc8fc\uc2dd\u00b7\uace0\uc218\uc775 \uc0c1\ud488\uc73c\ub85c \ube60\ub974\uac8c \uc774\ub3d9\ud558\ub294 \uac00\uc6b4\ub370 \uac00\uc0c1\ud654\ud3d0 \ubcf4\uc720 \uae08\uc561\ub3c4 \uc9c0\ub09c\ud574 \ucd08 \ub300\ube44 \uc808\ubc18 \uc218\uc900\uc73c\ub85c \uae09\uac10\ud588\ub2e4.<\/p>\n<p>[\uae08\uc735\uc0c1\ud488 \ud22c\uc790\uc790 \uad00\uc2ec \ub274\uc2a4]<\/p>\n<p>1. \u201cTSMC\ub9cc \ubbff\ub2e4\uac04 \ub9dd\ud55c\ub2e4\u201d\u2026\uc560\ud50c, \uc0bc\uc131\u00b7\uc778\ud154\uc5d0 SOS<\/p>\n<p>&#8211; \ud575\uc2ec \uc694\uc57d: \uc560\ud50c\uc774 \ub300\ub9cc TSMC\uc5d0 \uc9d1\uc911\ub41c \uacf5\uae09\ub9dd\uc744 \ub2e4\ubcc0\ud654\ud558\uae30 \uc704\ud574 \uc0bc\uc131\uc804\uc790\u00b7\uc778\ud154\uacfc \uc2dc\uc2a4\ud15c\uc628\uce69(SoC) \uc704\ud0c1\uc0dd\uc0b0 \ud611\uc758\uc5d0 \ub098\uc130\ub2e4. \ud300 \ucfe1 \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub294 AI \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790 \uc5f4\ud48d\uacfc \uc608\uc0c1\uc744 \ub6f0\uc5b4\ub118\uc740 \ub9e5 \uc218\uc694\uac00 \uacb9\uce58\uba70 \u201c\uce69 \ubd80\uc871\uc774 \uc131\uc7a5 \uc81c\uc57d \uc694\uc778\uc774\uace0 \uc218\uae09 \uade0\ud615\uc5d0 \uc218\uac1c\uc6d4\uc774 \uac78\ub9b4 \uac83\u201d\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4. \uc560\ud50c\uc740 \uc8fc\uc694 \ubd80\ud488\ub9c8\ub2e4 \uacf5\uae09\ucc98 2\uacf3 \uc774\uc0c1\uc744 \ub450\ub294 \uc804\ub7b5\uc744 \uc720\uc9c0\ud574\uc654\uc73c\ub098 SoC\ub294 TSMC\uac00 60%\uac00\ub7c9\uc744 \uc0dd\uc0b0\ud574 \uc0ac\uc2e4\uc0c1 \ub2e8\uc77c \uc758\uc874 \uad6c\uc870\uc600\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \uc774\ubbf8 \uc544\uc774\ud3f0\uc6a9 \uc804\ub825\uad00\ub9ac\ubc18\ub3c4\uccb4(PMIC) \ub4f1 \uc8fc\ubcc0 \ubd80\ud488 \uacf5\uae09\uc744 \ud655\ub300\ud558\ub294 \ud55c\ud3b8, \ud14d\uc0ac\uc2a4 \ucca8\ub2e8 \uacf5\uc7a5\uc5d0 \ub300\ud55c \ud604\uc7a5 \uc810\uac80\ub3c4 \uc774\ub904\uc9c4 \uc0c1\ud669\uc774\ub2e4.<\/p>\n<p>2. \uc720\uac00 115\u5f17\uae4c\uc9c0 \ucc0d\uc5b4\u2026IMF \ucd1d\uc7ac \u201c125\u5f17\ub550 \uac1c\ub3c4\uad6d \uce68\uccb4\u201d<\/p>\n<p>&#8211; \ud575\uc2ec \uc694\uc57d: \ube0c\ub80c\ud2b8\uc720\uac00 \ubc30\ub7f4\ub2f9 114~115\ub2ec\ub7ec\uae4c\uc9c0 \uce58\uc19f\uc740 \uac00\uc6b4\ub370 \ud06c\ub9ac\uc2a4\ud0c8\ub9ac\ub098 \uac8c\uc624\ub974\uae30\uc5d0\ubc14 IMF \ucd1d\uc7ac\ub294 \uc720\uac00\uac00 125\ub2ec\ub7ec \uc774\uc0c1\uc744 \uc720\uc9c0\ud558\uba74 \uac1c\ubc1c\ub3c4\uc0c1\uad6d\uc774 \uae4a\uc740 \uacbd\uc81c \uce68\uccb4\uc5d0 \ube60\uc9c8 \uac83\uc774\ub77c\uace0 \uacbd\uace0\ud588\ub2e4. IMF\ub294 \uc911\ub3d9 \uc0ac\ud0dc\uac00 \ub2e8\uae30\uc5d0 \ub05d\ub0a0 \uacbd\uc6b0\ub97c \uac00\uc815\ud574 \uc62c\ud574 \uc138\uacc4 \uc131\uc7a5\ub960\uc744 3.1%\ub85c \ud558\ud5a5 \uc870\uc815\ud588\uc73c\ub098 \uc0c1\ud669\uc5d0 \ub530\ub77c \ucd94\uac00 \ud558\ub77d \uac00\ub2a5\uc131\ub3c4 \ubc30\uc81c\ud558\uc9c0 \uc54a\uc558\ub2e4. \uc170\ube0c\ub7f0\uc758 \ub9c8\uc774\ud06c \uc6cc\uc2a4 \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub294 \uc6d0\uc720 \uc7ac\uace0\uac00 \uc608\uc0c1\ubcf4\ub2e4 \ube60\ub974\uac8c \uc18c\uc9c4\ub418\uace0 \uc788\ub2e4\uba70 \uc2e4\uc81c \ud604\ubb3c \uac00\uaca9\uc774 \uc120\ubb3c \uac00\uaca9\ubcf4\ub2e4 \ud6e8\uc52c \ub192\ub2e4\uace0 \uc9c0\uc801\ud588\ub2e4. \ud55c\ud3b8 \ube44\ub8cc \uac00\uaca9\uc774 1\ub144 \ub9cc\uc5d0 30~40% \uc0c1\uc2b9\ud574 \uc2dd\ud488 \uac00\uaca9\uc744 3~6% \ub04c\uc5b4\uc62c\ub9b4 \uac83\uc73c\ub85c \uc804\ub9dd\ub3fc \uc778\ud50c\ub808\uc774\uc158 \uc555\ub825\uc774 \uc804\ubc29\uc704\ub85c \ud655\uc0b0\ub418\ub294 \ubaa8\uc2b5\uc774\ub2e4.<\/p>\n<p>3. \ub7a0\ub9ac \uc218\ud61c \ubabb\ubcf8 \ubcf4\ud5d8\uc8fc\u2026\uc21c\ud658\ub9e4 \uae30\ub300\uac10 \u2018\uc465\u2019<\/p>\n<p>&#8211; \ud575\uc2ec \uc694\uc57d: \ucf54\uc2a4\ud53c\uc9c0\uc218\uac00 \uc62c\ud574 60.96% \uae09\ub4f1\ud558\ub294 \ub3d9\uc548 KRX\ubcf4\ud5d8\uc9c0\uc218\ub294 25.38% \uc624\ub974\ub294 \ub370 \uadf8\uccd0 \uc9c0\uc218 \ub300\ube44 35%\ud3ec\uc778\ud2b8\uac00\ub7c9 \uc18c\uc678\ub410\ub2e4. \uc8fc\uac00\uc21c\uc790\uc0b0\ube44\uc728(PBR)\uc774 0.79\ubc30\ub85c KRX \uc5c5\uc885 \uc9c0\uc218 \uc911 \uc138 \ubc88\uc9f8\ub85c \ub0ae\uace0, \uc2e4\uc190\ubcf4\ud5d8 \uac1c\ud601\uacfc \uc790\ub3d9\ucc28\ubcf4\ud5d8 \uc81c\ub3c4 \uac1c\uc120\uc774 \ubcf8\uaca9\ud654\ub418\uba74 \ubcf4\ud5d8\uc0ac \uc190\ud574\uc728\uc774 \uc810\uc9c4\uc801\uc73c\ub85c \ub0ae\uc544\uc9c8 \uac83\uc774\ub77c\ub294 \uae30\ub300\uac00 \uc21c\ud658\ub9e4 \ud6c4\ubcf4\ub85c \ubd80\uac01\ub41c \ubc30\uacbd\uc774\ub2e4. \uc0bc\uc131\ud654\uc7ac(000810) \ub294 2028\ub144 \uc8fc\uc8fc \ud658\uc6d0\uc728 50% \ubaa9\ud45c\ub97c, DB\uc190\ud574\ubcf4\ud5d8(005830) \uc740 35% \ubaa9\ud45c\uc640 \uc790\uc0ac\uc8fc \uc18c\uac01 \uc774\ub825\uc744 \uac01\uac01 \uc7ac\ud3c9\uac00 \uc694\uc778\uc73c\ub85c \ub0b4\uc138\uc6b0\ub294 \uc0c1\ud669\uc774\ub2e4. \ub2e4\ub9cc \ud574\uc57d\ud658\uae09\uae08\uc900\ube44\uae08 \uc801\ub9bd \ubd80\ub2f4\uc73c\ub85c \uc774\uc775\uc774 \ubc30\ub2f9\uc73c\ub85c \uc9c1\uacb0\ub418\uae30 \uc5b4\ub835\ub2e4\ub294 \uc810\uc740 \uc720\uc758\ud560 \uc0ac\ud56d\uc73c\ub85c \uaf3d\ud78c\ub2e4.<\/p>\n<p>[\uae08\uc735\uc0c1\ud488 \ud22c\uc790\uc790 \ucc38\uace0 \ub274\uc2a4]<\/p>\n<p>4. \uc99d\uc2dc\ub85c \uba38\ub2c8\ubb34\ube0c\u20261\uc5b5\uc774\ud558 \uc815\uae30\uc608\uae08 \uacc4\uc88c 6\ub144\ub9cc\uc5d0 \ucd5c\uc800<\/p>\n<p>&#8211; \ud575\uc2ec \uc694\uc57d: \ud55c\uad6d\uc740\ud589\uc5d0 \ub530\ub974\uba74 \uc9c0\ub09c\ud574 \ub9d0 1\uc5b5 \uc6d0 \uc774\ud558 \uc815\uae30\uc608\uae08 \uacc4\uc88c \uc218\ub294 2162\ub9cc 9000\uc88c\ub85c 2019\ub144 \uc0c1\ubc18\uae30 \uc774\ud6c4 \ucd5c\uc800\uce58\ub97c \uae30\ub85d\ud588\uc73c\uba70 \uc804\ub144 \ub300\ube44 3.1% \uac10\uc18c\ud588\ub2e4. \ucd1d\uc608\uae08 \uaddc\ubaa8\ub3c4 299\uc870 7090\uc5b5 \uc6d0\uc73c\ub85c 1\ub144 \uc804\ubcf4\ub2e4 2.2% \uc904\uc5b4\ub4e0 \ubc18\uba74, 10\uc5b5 \uc6d0 \ucd08\uacfc \uace0\uc561 \uc815\uae30\uc608\uae08 \ucd1d\uc561\uc740 607\uc870 1750\uc5b5 \uc6d0\uc73c\ub85c 6.7% \ub298\uc5b4 \uc790\uae08 \uc774\ub3d9\uc758 \uc591\uadf9\ud654 \uc591\uc0c1\uc774 \ub69c\ub837\ud558\ub2e4. \uc2dc\uc911\uc740\ud589 \uad00\uacc4\uc790\ub294 \u201c\ubaa9\ub3c8\uc744 \uc815\uae30\uc608\uae08\uc5d0 \ub123\uc5b4\ub450\ub294 \ubd84\uc704\uae30\uac00 \uc605\uc5b4\uc9c0\uace0 \uc8fc\uc2dd \ub4f1 \uace0\uc218\uc775 \ud22c\uc790\ub97c \ucd94\uad6c\ud558\ub294 \uacbd\ud5a5\uc774 \uac15\ud574\uc84c\ub2e4\u201d\uace0 \uc804\ud588\ub2e4. \ud55c\ud3b8 \uad6d\ub0b4 \uac00\uc0c1\ud654\ud3d0 \ubcf4\uc720 \uae08\uc561\uc740 \uc62c\ud574 2\uc6d4 \ub9d0 \uae30\uc900 60\uc870 6000\uc5b5 \uc6d0\uc73c\ub85c \uc9c0\ub09c\ud574 \ucd08 \ub300\ube44 \uc808\ubc18\uc73c\ub85c \uae09\uac10\ud588\uace0, \uc77c\ud3c9\uade0 \uac70\ub798 \ub300\uae08\ub3c4 2024\ub144 \ub9d0 17\uc870 1000\uc5b5 \uc6d0\uc5d0\uc11c 4\uc870 5000\uc5b5 \uc6d0\uc73c\ub85c \ub300\ud3ed \uc704\ucd95\ub41c \uc0c1\ud669\uc774\ub2e4.<\/p>\n<p>5. \uc720\uc99d \ucc28\uc9c8\ub85c \uc2e0\uc6a9\ub4f1\uae09 \ud558\ub77d \uc6b0\ub824\u2026\ud604\uc2e4\ud654\ub550 2028\ub144\uae4c\uc9c0 1.8\uc870 \uc0c1\ud658 \ubd80\ub2f4<\/p>\n<p>&#8211; \ud575\uc2ec \uc694\uc57d: \ud55c\ud654\uc194\ub8e8\uc158(009830) \uc774 \uc624\ub294 6\uc6d4 \ub9d0\uae4c\uc9c0 \uc720\uc0c1\uc99d\uc790\ub97c \ub9c8\uce58\uc9c0 \ubabb\ud574 \uc2e0\uc6a9\ub4f1\uae09\uc774 \u2018AA-\u2019\uc5d0\uc11c \u2018A+\u2019\ub85c \uac15\ub4f1\ub420 \uacbd\uc6b0 2028\ub144\uae4c\uc9c0 \ucd1d 1\uc870 8002\uc5b5 \uc6d0\uc758 \ucc44\ubb34 \uc0c1\ud658 \ubd80\ub2f4\uc774 \ubc1c\uc0dd\ud560 \uac83\uc73c\ub85c \ubd84\uc11d\ub410\ub2e4. \uae08\uc735\uac10\ub3c5\uc6d0\uc774 \uc9c0\ub09c\ub2ec 30\uc77c \uc99d\uad8c\uc2e0\uace0\uc11c\uc5d0 2\ucc28 \uc815\uc815\uc744 \uc694\uccad\ud558\uba74\uc11c \uc2e0\uace0\uc11c \ud6a8\ub825\uc774 \uc815\uc9c0\ub410\uace0, \ub2f9\ucd08 6\uc6d4 30\uc77c\ub85c \uc124\uc815\ub41c \ub300\uae08 \ub0a9\uc785\uc77c\uc774 \ubc00\ub9b4 \uc218 \uc788\ub2e4\ub294 \uc6b0\ub824\uac00 \ucee4\uc9c0\uace0 \uc788\ub2e4. \ud55c\ud654\uc194\ub8e8\uc158\uc758 \uc21c\ucc28\uc785\uae08 \ub300\ube44 \uc0c1\uac01\uc804\uc601\uc5c5\uc774\uc775(EBITDA)\uc740 \uc9c0\ub09c\ud574 \ub9d0 \uae30\uc900 30.1\ubc30\ub85c \uc2e0\uc6a9\ud3c9\uac00\uc0ac\uc758 \ud558\ud5a5 \uc870\uc815 \uae30\uc900\uc744 \uc774\ubbf8 \ucda9\uc871\ud55c \uc0c1\ud0dc\ub2e4. 1\ucc28 \uc815\uc815\uc5d0\uc11c \uc720\uc0c1\uc99d\uc790 \uaddc\ubaa8\ub97c 2\uc870 4000\uc5b5 \uc6d0\uc5d0\uc11c 1\uc870 8000\uc5b5 \uc6d0\uc73c\ub85c \uc904\uc774\uace0 6000\uc5b5 \uc6d0 \uaddc\ubaa8\uc758 \uc790\uc0b0 \ub9e4\uac01\uc548\uc744 \ucd94\uac00\ud588\uc73c\ub098, \uc138 \ubc88\uc9f8 \uc99d\uad8c\uc2e0\uace0\uc11c\uc5d0\uc11c \uc720\uc0c1\uc99d\uc790 \ub2f9\uc704\uc131\uc744 \uc5bc\ub9c8\ub098 \ucda9\uc2e4\ud788 \uc18c\uba85\ud558\ub290\ub0d0\uac00 \uad00\uac74\uc73c\ub85c \ub0a8\uc544 \uc788\ub2e4.<\/p>\n<p>6. \ub808\uc778\ubcf4\uc6b0\ub85c\ubcf4, \uc774\ub2ec MSCI \ud3b8\uc785 \uc720\ub825<\/p>\n<p>&#8211; \ud575\uc2ec \uc694\uc57d: \uc774\ub2ec 13\uc77c \ubaa8\uac74\uc2a4\ud0e0\ub9ac\uce90\ud53c\ud138\uc778\ud130\ub0b4\uc154\ub110(MSCI) 5\uc6d4 \uc815\uae30 \ub9ac\ubdf0\ub97c \uc55e\ub450\uace0 \ub808\uc778\ubcf4\uc6b0\ub85c\ubcf4\ud2f1\uc2a4(277810) \uc758 \ud3b8\uc785 \uac00\ub2a5\uc131\uc774 \uc57d 70%\ub85c \uc810\uccd0\uc9c0\ub294 \ubc18\uba74, \ud55c\uc9c4\uce7c(180640) \uc740 \uc720\ub3d9\uc2dc\uac00\ucd1d\uc561 \uae30\uc900 \ubbf8\ucda9\uc871\uc73c\ub85c \ud3b8\ucd9c \uac00\ub2a5\uc131\uc774 \ub192\uc740 \uac83\uc73c\ub85c \ubd84\uc11d\ub410\ub2e4. MSCI \uc9c0\uc218\ub294 \uc5f0 4\ud68c \uc815\uae30 \ubcc0\uacbd\uc744 \ud1b5\ud574 \uc2dc\uac00\ucd1d\uc561\uacfc \uc720\ub3d9\uc2dc\uac00\ucd1d\uc561 \uae30\uc900\uc73c\ub85c \uc885\ubaa9\uc744 \uc120\ubcc4\ud558\uba70, \ud3b8\uc785 \uc2dc \ud328\uc2dc\ube0c \uc790\uae08 \uc720\uc785\uc774 \uae30\ub300\ub3fc \uac1c\ubcc4 \uc885\ubaa9 \uc8fc\uac00\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uc8fc\uc694 \uc774\ubca4\ud2b8\ub2e4. \uc774\ubc88 \ub9ac\ubdf0 \uc774\ud6c4 \uc2dc\uc7a5\uc758 \uc2dc\uc120\uc740 \uc790\uc5f0\uc2a4\ub7fd\uac8c 8\uc6d4 \uc815\uae30 \ub9ac\ubdf0\ub85c \uc774\ub3d9\ud560 \uc804\ub9dd\uc774\uba70, 8\uc6d4 \ud3c9\uac00 \uae30\uac04\uc774 7\uc6d4 \uc911\uc21c\ubd80\ud130 \ub9d0\uae4c\uc9c0\ub85c 2\ubd84\uae30 \uc2e4\uc801 \uc2dc\uc98c\uacfc \uacb9\uce5c\ub2e4\ub294 \uc810\uc5d0\uc11c \uc120\uc81c\uc801 \ub300\uc751 \ud544\uc694\uc131\uc774 \ucee4\uc9c0\uace0 \uc788\ub2e4. \ud558\ub098\uc99d\uad8c\uc740 \ub300\uc6b0\uac74\uc124(047040) , LS(006260) , \uc774\uc218\ud398\ud0c0\uc2dc\uc2a4(007660) , \uc0bc\uc131E&amp;A(028050) mp;A, \uc0bc\uc131\uc99d\uad8c(016360)  \ub4f1\uc744 \ucc28\uae30 \ud6c4\ubcf4\uad70\uc73c\ub85c \uaf3d\uc73c\uba70 \uc2e4\uc801 \ubaa8\uba58\ud140\uc744 \uace0\ub824\ud55c \uc811\uadfc\uc774 \ud544\uc694\ud558\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n<p>\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc2e0\uc81c\uc724 \uc0bc\uc131\uc804\uc790 \uc758\uc7a5 \u201c\ud30c\uc5c5\uc2dc \ub178\uc0ac \uc124 \uc790\ub9ac \uc783\uc744 \uac83\u201d <\/p>\n<p>\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc720\uc99d \ucc28\uc9c8\ub85c \uc2e0\uc6a9\ub4f1\uae09 \ud558\ub77d \uc6b0\ub824\u2026\ud604\uc2e4\ud654\ub550 2028\ub144\uae4c\uc9c0 1.8\uc870 \uc0c1\ud658 \ubd80\ub2f4 <\/p>\n<p>\u25b6\uae30\uc0ac \ubc14\ub85c\uac00\uae30: \ub7a0\ub9ac \uc218\ud61c \ubabb\ubcf8 \ubcf4\ud5d8\uc8fc\u2026\uc21c\ud658\ub9e4 \uae30\ub300\uac10 \u2018\uc465\u2019 <\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551 * \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report &amp; Insight Summarizing Media)\uc740 \ud55c\uad6d\uc5b8\ub860\uc9c4\ud765\uc7ac\ub2e8\uc758 \uc9c0\uc6d0\uc744<\/p>\n","protected":false},"author":1,"featured_media":34971,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-34972","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bussines"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/05\/news_img_20260505230240_77345-1.jpeg",640,360,false]},"post_excerpt_stackable":"<p>\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551 * \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report &amp; Insight Summarizing Media)\uc740 \ud55c\uad6d\uc5b8\ub860\uc9c4\ud765\uc7ac\ub2e8\uc758 \uc9c0\uc6d0\uc744 \ubc1b\uc544 \uac1c\ubc1c\ud55c \u2018\uc778\uacf5\uc9c0\ub2a5(AI) \uae30\ubc18 \ub9de\ucda4\ud615 \ub274\uc2a4 \ucd94\ucc9c \ubc0f \uc694\uc57d \uc11c\ube44\uc2a4\u2019\uc785\ub2c8\ub2e4. \ub3c5\uc790 \uc720\ud615\ubcc4 \ub9de\ucda4 \ub274\uc2a4 6\uac1c\ub97c \uc120\ubcc4\ud574 \uc81c\uacf5\ud569\ub2c8\ub2e4. [\uc8fc\uc694 \uc774\uc288 \ube0c\ub9ac\ud551] \u25a0 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654: \uc560\ud50c\uc774 TSMC \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\uae30 \uc704\ud574 \uc0bc\uc131\uc804\uc790(005930) \u00b7\uc778\ud154\uacfc \uc2dc\uc2a4\ud15c\uc628\uce69(SoC) \uc704\ud0c1\uc0dd\uc0b0 \ub17c\uc758\uc5d0 \ub098\uc130\ub2e4. AI \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790 \uc5f4\ud48d\uacfc \ub9e5 \uc218\uc694 \uae09\uc99d\uc774 \uacb9\uce58\uba70 \uce69 \ud488\uadc0\uac00 \uc2ec\ud654\ub410\uace0, \ud300 \ucfe1 \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub294 \u201c\uacf5\uae09 \uade0\ud615 \ud68c\ubcf5\uc5d0 \uc218\uac1c\uc6d4\uc774 \uac78\ub9b4 \uac83\u201d\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4. \u25a0 \uc720\uac00 \uae09\ub4f1 \ucda9\uaca9: \ube0c\ub80c\ud2b8\uc720\uac00 \ubc30\ub7f4\ub2f9 114~115\ub2ec\ub7ec\uae4c\uc9c0 \uce58\uc19f\uc73c\uba70 \uae00\ub85c\ubc8c \uc5d0\ub108\uc9c0 \uc2dc\uc7a5\uc5d0 \uacbd\uace0\uc74c\uc774 \uc6b8\ub838\ub2e4. \ud06c\ub9ac\uc2a4\ud0c8\ub9ac\ub098 \uac8c\uc624\ub974\uae30\uc5d0\ubc14 \uad6d\uc81c\ud1b5\ud654\uae30\uae08(IMF) \ucd1d\uc7ac\ub294 \uc720\uac00\uac00 125\ub2ec\ub7ec\ub97c \ub118\uc5b4\uc124 \uacbd\uc6b0 \uac1c\ubc1c\ub3c4\uc0c1\uad6d\uc758 \uacbd\uc81c \uce68\uccb4\uac00 \ubd88\uac00\ud53c\ud558\ub2e4\uace0 \uacbd\uace0\ud588\ub2e4. \u25a0&hellip;<\/p>\n","category_list":"<a href=\"https:\/\/cryptoseoul.news\/?cat=31\" rel=\"category\">\ube44\uc988\ub2c8\uc2a4 \ub274\uc2a4<\/a>","author_info":{"name":"admin","url":"https:\/\/cryptoseoul.news\/?author=1"},"comments_num":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.6 - 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