{"id":38004,"date":"2026-06-12T11:09:15","date_gmt":"2026-06-12T02:09:15","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=38004"},"modified":"2026-06-12T11:09:15","modified_gmt":"2026-06-12T02:09:15","slug":"tsmc-%eb%b3%91%eb%aa%a9%ec%9d%b4-%eb%b0%94%ea%be%bc-ai-%ea%b3%b5%ea%b8%89%eb%a7%9d%ea%b5%ac%ea%b8%80%ea%b3%bc-2%eb%82%98%eb%85%b8%c2%b7hbm-%ec%a0%84%eb%b0%a9%ec%9c%84-%ed%98%91%eb%a0%a5","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=38004","title":{"rendered":"TSMC \ubcd1\ubaa9\uc774 \ubc14\uafbc AI \uacf5\uae09\ub9dd\u2026\uad6c\uae00\uacfc 2\ub098\ub178\u00b7HBM \uc804\ubc29\uc704 \ud611\ub825"},"content":{"rendered":"<p>\uad6c\uae00\uc774 \ucc28\uc138\ub300 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc18\ub3c4\uccb4\uc778 10\uc138\ub300 \ud150\uc11c\ucc98\ub9ac\uc7a5\uce58(TPU\u00b7\ucf54\ub4dc\uba85 \uc544\uc774\uc2a4\ud53c\uc2dc)\uc758 \ud575\uc2ec \ubd80\ud488 \uc0dd\uc0b0 \ud30c\ud2b8\ub108\ub85c \uc0bc\uc131\uc804\uc790(005930) \ub97c \uac80\ud1a0\ud558\ub294 \uac83\uc740 \ub300\ub9cc TSMC\uc5d0 \uc804\uc801\uc73c\ub85c \uc758\uc874\ud558\ub358 AI \uacf5\uae09\ub9dd\uc758 \ud55c\uacc4\ub97c \uacf5\uae09\ucc98 \ub2e4\ubcc0\ud654\ub85c \uadf9\ubcf5\ud558\uae30 \uc704\ud574\uc11c\ub77c\ub294 \ubd84\uc11d\uc774\ub2e4. AI \uac00\uc18d\uae30\uc758 \uc131\ub2a5\uc744 \uc88c\uc6b0\ud558\ub294 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\ub97c \uc548\uc815\uc801\uc73c\ub85c \uc120\uc810\ud558\uae30 \uc704\ud55c \uc804\ub7b5\uc801 \uc120\ud0dd\uc774\ub77c\ub294 \ud574\uc11d\ub3c4 \ub098\uc628\ub2e4. 2024\ub144 \uc2a4\ub9c8\ud2b8\ud3f0\uc6a9 \ubaa8\ubc14\uc77c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ud504\ub85c\uc138\uc11c(AP) \ubb3c\ub7c9\uc744 TSMC\ub85c \uc62e\uacbc\ub358 \uad6c\uae00\uc774 2\ub144\uc5ec \ub9cc\uc5d0 \ub2e4\uc2dc \uc0bc\uc131\uc804\uc790 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\ubd80\uc5d0 \ud611\ub825 \uc758\uc0ac\ub97c \ub0b4\ube44\uce58\uba74\uc11c \uc591 \uc0ac\uc758 \ud30c\ud2b8\ub108\uc2ed\uc774 AI \uc804\ubc29\uc704\ub85c \ud655\ub300\ub418\ub294 \ubaa8\uc591\uc0c8\ub2e4.<\/p>\n<p>\uae00\ub85c\ubc8c \ucca8\ub2e8 \ud30c\uc6b4\ub4dc\ub9ac \uc2dc\uc7a5\uc740 TSMC\uac00 \uc0ac\uc2e4\uc0c1 \ub3c5\uc810\ud574\uc654\ub2e4. \uc2dc\uc7a5\uc870\uc0ac \uc5c5\uccb4 \uce74\uc6b4\ud130\ud3ec\uc778\ud2b8\ub9ac\uc11c\uce58\uc5d0 \ub530\ub974\uba74 \uc62c\ud574 1\ubd84\uae30 \ud30c\uc6b4\ub4dc\ub9ac \uc2dc\uc7a5\uc5d0\uc11c TSMC\ub294 \uc810\uc720\uc728 73%\ub97c \uae30\ub85d\ud558\uba70 2\uc704\uc778 \uc0bc\uc131\uc804\uc790(7%)\ub97c \ud06c\uac8c \uc55e\uc130\ub2e4. \uadf8\ub7ec\ub098 AI \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \ud3ed\uc99d\ud558\uba74\uc11c TSMC\uc758 \uc0dd\uc0b0\ub2a5\ub825\uc740 \uc784\uacc4\uc810\uc5d0 \ub2ec\ud588\ub2e4. \uc5d4\ube44\ub514\uc544\u00b7\uc560\ud50c \ub4f1 \uae00\ub85c\ubc8c \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc774 TSMC\uc758 3\u339a(\ub098\ub178\ubbf8\ud130\u00b710\uc5b5\ubd84\uc758 1m) \uc774\ud558 \uc120\ub2e8 \uacf5\uc815\uc744 \uc120\uc810\ud558\uba74\uc11c \uacf5\uae09 \ubcd1\ubaa9\ud604\uc0c1\uc774 \uc2ec\ud654\ud588\uae30 \ub54c\ubb38\uc774\ub2e4. \uc6e8\uc774\uc800\uc790 TSMC \ud68c\uc7a5 \uc5ed\uc2dc \uc774\ub2ec 9\uc77c \uc5f4\ub9b0 \uc8fc\uc8fc\ucd1d\ud68c\uc5d0\uc11c \u201c\uace0\uac1d \uc218\uc694\uac00 \ub108\ubb34 \ub9ce\uc544 \uac10\ub2f9\ud558\ub294 \ub370 \ud55c\uacc4\uac00 \uc788\ub2e4\u201d\uba70 \u201cTSMC\uac00 \ubcd1\ubaa9\ud604\uc0c1\uc744 \uc77c\uc73c\ud0a4\uc9c0 \uc54a\ub3c4\ub85d \ucd5c\uc120\uc744 \ub2e4\ud558\uace0 \uc788\ub2e4\u201d\uace0 \ud1a0\ub85c\ud558\uae30\ub3c4 \ud588\ub2e4.<\/p>\n<p>\uc790\uccb4 \ubc18\ub3c4\uccb4 \uc124\uacc4 \uc5ed\ub7c9\uc744 \uac16\ucd98 \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc740 \uc774\uc5d0 \ub530\ub77c \uc548\uc815\uc801\uc778 \uacf5\uae09\ub9dd \ud655\ubcf4\ub97c \uc704\ud574 \uba40\ud2f0 \ud30c\uc6b4\ub4dc\ub9ac \uc804\ub7b5\uc744 \ucde8\ud558\uae30 \uc2dc\uc791\ud588\ub2e4. \uc560\ud50c\uc774 \uc544\uc774\ud3f0\uc6a9 \uce69 \uc77c\ubd80\ub97c \uc778\ud154\uc5d0\uc11c \uc0dd\uc0b0\ud558\uae30\ub85c \uc608\ube44 \ud569\uc758\ub97c \ub9fa\uc740 \uac83\uc774 \ub300\ud45c\uc801\uc774\ub2e4. \uc0bc\uc131\uc804\uc790 \uc5ed\uc2dc \uc774 \uae30\ud68c\ub97c \ud1b5\ud574 \ud14c\uc2ac\ub77c\uc758 \ucc28\uc138\ub300 \uc790\uc728\uc8fc\ud589 \uce69(AI5\u00b7AI6) \ubb3c\ub7c9 \uc57d 25\uc870 \uc6d0(165\uc5b5 \ub2ec\ub7ec)\uc744 \ud655\ubcf4\ud55c \ub370 \uc774\uc5b4 \uc5d4\ube44\ub514\uc544\uc758 \uc5b8\uc5b4\ucc98\ub9ac\uc7a5\uce58(LPU) \u2018\uadf8\ub85d3\u2019 \ub4f1\uc744 \uc787\ub2ec\uc544 \uc218\uc8fc\ud558\uba70 \uae00\ub85c\ubc8c \uace0\uac1d\uc0ac \uc678\uc5f0\uc744 \ub113\ud788\uace0 \uc788\ub2e4.<\/p>\n<p>\uad6c\uae00\uc774 2028\ub144 \uc591\uc0b0\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 10\uc138\ub300 TPU \ud504\ub85c\uc81d\ud2b8\uc5d0\uc11c \uc0bc\uc131\uc804\uc790\uc5d0 \ud0c0\uc9c4\ud55c \ubd80\ud488\uc740 \uba54\ubaa8\ub9ac \uc785\ucd9c\ub825 \ub2e4\uc774(I\/O Die)\ub2e4. I\/O \ub2e4\uc774\ub294 \uc5f0\uc0b0\uc7a5\uce58\uc640 HBM \uc0ac\uc774\uc5d0\uc11c \ub370\uc774\ud130\uac00 \uc815\uccb4 \uc5c6\uc774 \ud750\ub974\ub3c4\ub85d \ub3d5\ub294 \ud575\uc2ec \uc5f0\uacb0\ud310\uc774\ub2e4. \uba54\ubaa8\ub9ac \uc5c5\uccb4\uc5d0 \ub530\ub77c \ubca0\uc774\uc2a4 \ub2e4\uc774\ub098 \ub85c\uc9c1 \ub2e4\uc774\ub85c \ubd88\ub9ac\ub294 \ud575\uc2ec \ubd80\ud488\uc774\ub2e4. \uad6c\uae00\uc740 \ud575\uc2ec \uc5f0\uc0b0 \uce69\uc740 TSMC\uc758 1.4\ub098\ub178 \uacf5\uc815\uc5d0 \ub9e1\uae30\ub418 \uba54\ubaa8\ub9ac \uc5f0\uacb0\uc744 \ub2f4\ub2f9\ud558\ub294 I\/O \ub2e4\uc774\ub294 \uc0bc\uc131\uc804\uc790\uc758 2\ub098\ub178 \uacf5\uc815\uc744 \ud65c\uc6a9\ud558\ub294 \uc774\uc6d0\ud654 \uad6c\uc131\uc744 \uac80\ud1a0\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uc774\ubc88 \uc218\uc8fc \ub17c\uc758\ub294 \uadf8\ub3d9\uc548 TSMC\uac00 \uc0ac\uc2e4\uc0c1 \ub3c5\uc810\ud574\uc624\ub358 \ub85c\uc9c1 \ub2e4\uc774 \uc601\uc5ed\uc5d0 \uc0bc\uc131\uc804\uc790\uac00 \uc9c4\uc785\ud588\ub2e4\ub294 \uc810\uc5d0\uc11c \uae30\uc220\uc801 \uc758\ubbf8\uac00 \ud06c\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 6\uc138\ub300 HBM(HBM4) \uac1c\ubc1c \uacfc\uc815\uc5d0\uc11c \uc790\uc0ac \uc2dc\uc2a4\ud15cLSI \uc0ac\uc5c5\ubd80\uac00 \uc124\uacc4\ud558\uace0 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\ubd80\uac00 4\ub098\ub178 \uacf5\uc815\uc73c\ub85c \uc0dd\uc0b0\ud558\ub294 \ubc29\uc2dd\uc73c\ub85c \uc790\uccb4 \ub85c\uc9c1 \ub2e4\uc774 \uae30\uc220\uc744 \ucd95\uc801\ud574\uc654\ub2e4. \uadf8\ub3d9\uc548 \uc0bc\uc131\uc804\uc790 \ub0b4\ubd80 \uc0dd\ud0dc\uacc4\uc5d0\uc11c \uc4f0\uc774\ub358 \ub85c\uc9c1 \ub2e4\uc774 \uc5ed\ub7c9\uc774 \uad6c\uae00\uc758 \ud575\uc2ec AI \uac00\uc18d\uae30 \uacf5\uae09\ub9dd\uc5d0 \ucc44\ud0dd\ub418\ub294 \uacc4\uae30\uac00 \ub9c8\ub828\ub41c \uc148\uc774\ub2e4.<\/p>\n<p>\uad6c\uae00\uc758 \ud30c\uc6b4\ub4dc\ub9ac \ud611\ub825 \ubaa8\uc0c9\uc740 AI \uc2dc\uc7a5\uc758 \ud544\uc218 \uba54\ubaa8\ub9ac\uc778 HBM\uc744 \uc548\uc815\uc801\uc73c\ub85c \uc120\uc810\ud558\uae30 \uc704\ud55c \uc804\ub7b5\uc801 \ud3ec\uc11d\uc774\ub77c\ub294 \ubd84\uc11d\uc774 \ub098\uc628\ub2e4. AI \uac00\uc18d\uae30 \uc0dd\uc0b0\uc740 HBM \uc218\uae09\uacfc \uc9c1\uacb0\ub41c\ub2e4. \uad6c\uae00 \uc785\uc7a5\uc5d0\uc11c\ub294 I\/O \ub2e4\uc774 \ubb3c\ub7c9\uc744 \uc0bc\uc131\uc804\uc790\uc5d0 \ubc30\uc815\ud568\uc73c\ub85c\uc368 \ud5a5\ud6c4 10\uc138\ub300 TPU\uc5d0 \ud0d1\uc7ac\ub420 \ucc28\uc138\ub300 HBM \ubb3c\ub7c9 \ud611\uc0c1\uc5d0\uc11c \uc6b0\uc120\uad8c\uc744 \uc950\uaca0\ub2e4\ub294 \uacc4\uc0b0\uc774\ub2e4. \uc591 \uc0ac\ub294 2021~2024\ub144 \ud53d\uc140\ud3f0\uc6a9 \ud150\uc11c \uce69 \uc0dd\uc0b0\uc744 \ud568\uaed8\ud55c \uc778\uc5f0\uc774 \uc788\uc73c\uba70 \uc9c0\ub09c\ud574\uc5d0\ub3c4 \uad6c\uae00 TPU\uc5d0 \ub4e4\uc5b4\uac00\ub294 HBM \ubb3c\ub7c9\uc758 60% \uc774\uc0c1\uc744 \uc0bc\uc131\uc774 \uacf5\uae09\ud558\ub294 \ub4f1 \uae34\ubc00\ud55c \ud611\ub825 \uad00\uacc4\ub97c \uc720\uc9c0\ud574\uc654\ub2e4.<\/p>\n<p>\uc0bc\uc131\uc804\uc790\ub294 \ud30c\uc6b4\ub4dc\ub9ac \ubbf8\uc138\uacf5\uc815\uacfc HBM, \ucca8\ub2e8 \ud328\ud0a4\uc9d5\uc744 \uc77c\uad04 \uc81c\uacf5\ud558\ub294 \uc885\ud569\ubc18\ub3c4\uccb4\uae30\uc5c5(IDM) \ud134\ud0a4 \uc194\ub8e8\uc158\uc758 \uacbd\uc7c1\ub825\uc744 \uc785\uc99d\ud560 \uae30\ud68c\ub97c \uc7a1\uac8c \ub410\ub2e4. \uc218\uc8fc\uac00 \uad6c\uccb4\ud654\ub420 \uacbd\uc6b0 \uc2e4\uc801 \ubd80\uc9c4\uc744 \uacaa\ub358 \uc0bc\uc131\uc804\uc790 \ube44\uba54\ubaa8\ub9ac(\ud30c\uc6b4\ub4dc\ub9ac\u00b7\uc2dc\uc2a4\ud15cLSI) \uc0ac\uc5c5\ubd80\uc758 \ud751\uc790 \uc804\ud658\ub3c4 \ud0c4\ub825\uc744 \ubc1b\uc744 \uac83\uc73c\ub85c \ubcf4\uc778\ub2e4. \ud55c\uad6d\ud22c\uc790\uc99d\uad8c\uc5d0 \ub530\ub974\uba74 \uc0bc\uc131\uc804\uc790 \ube44\uba54\ubaa8\ub9ac \uc0ac\uc5c5\uc740 \uc62c 2\ubd84\uae30 3880\uc5b5 \uc6d0 \uc801\uc790, 3\ubd84\uae30 790\uc5b5 \uc6d0 \uc801\uc790\ub97c \uac70\uce5c \ub4a4 4\ubd84\uae30 1540\uc5b5 \uc6d0\uc758 \uc601\uc5c5\uc774\uc775\uc744 \uae30\ub85d\ud558\uba70 \ud751\uc790 \uc804\ud658\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc774\uc5b4 2027\ub144 4\ubd84\uae30\uc5d0\ub294 \ubd84\uae30 \uc601\uc5c5\uc774\uc775\uc774 7310\uc5b5 \uc6d0\uae4c\uc9c0 \ub298\uc5b4\ub098\uba70 \uc5f0\uac04 2\uc870 \uc6d0\ub300 \uc2e4\uc801\uc744 \ub0b4\ub294 \ubcf8\uaca9\uc801\uc778 \ud134\uc5b4\ub77c\uc6b4\ub4dc \uad6c\uac04\uc5d0 \uc9c4\uc785\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uad6c\uae00\uc774 \ucc28\uc138\ub300 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc18\ub3c4\uccb4\uc778 10\uc138\ub300 \ud150\uc11c\ucc98\ub9ac\uc7a5\uce58(TPU\u00b7\ucf54\ub4dc\uba85 \uc544\uc774\uc2a4\ud53c\uc2dc)\uc758 \ud575\uc2ec \ubd80\ud488 \uc0dd\uc0b0 \ud30c\ud2b8\ub108\ub85c \uc0bc\uc131\uc804\uc790(005930) \ub97c \uac80\ud1a0\ud558\ub294 \uac83\uc740 \ub300\ub9cc TSMC\uc5d0 \uc804\uc801\uc73c\ub85c<\/p>\n","protected":false},"author":1,"featured_media":38003,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[31],"tags":[],"class_list":["post-38004","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-bussines"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/06\/news_img_20260612110923_33479-1.jpeg",1200,960,false]},"post_excerpt_stackable":"<p>\uad6c\uae00\uc774 \ucc28\uc138\ub300 \uc778\uacf5\uc9c0\ub2a5(AI) \ubc18\ub3c4\uccb4\uc778 10\uc138\ub300 \ud150\uc11c\ucc98\ub9ac\uc7a5\uce58(TPU\u00b7\ucf54\ub4dc\uba85 \uc544\uc774\uc2a4\ud53c\uc2dc)\uc758 \ud575\uc2ec \ubd80\ud488 \uc0dd\uc0b0 \ud30c\ud2b8\ub108\ub85c \uc0bc\uc131\uc804\uc790(005930) \ub97c \uac80\ud1a0\ud558\ub294 \uac83\uc740 \ub300\ub9cc TSMC\uc5d0 \uc804\uc801\uc73c\ub85c \uc758\uc874\ud558\ub358 AI \uacf5\uae09\ub9dd\uc758 \ud55c\uacc4\ub97c \uacf5\uae09\ucc98 \ub2e4\ubcc0\ud654\ub85c \uadf9\ubcf5\ud558\uae30 \uc704\ud574\uc11c\ub77c\ub294 \ubd84\uc11d\uc774\ub2e4. AI \uac00\uc18d\uae30\uc758 \uc131\ub2a5\uc744 \uc88c\uc6b0\ud558\ub294 \uace0\ub300\uc5ed\ud3ed\uba54\ubaa8\ub9ac(HBM)\ub97c \uc548\uc815\uc801\uc73c\ub85c \uc120\uc810\ud558\uae30 \uc704\ud55c \uc804\ub7b5\uc801 \uc120\ud0dd\uc774\ub77c\ub294 \ud574\uc11d\ub3c4 \ub098\uc628\ub2e4. 2024\ub144 \uc2a4\ub9c8\ud2b8\ud3f0\uc6a9 \ubaa8\ubc14\uc77c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ud504\ub85c\uc138\uc11c(AP) \ubb3c\ub7c9\uc744 TSMC\ub85c \uc62e\uacbc\ub358 \uad6c\uae00\uc774 2\ub144\uc5ec \ub9cc\uc5d0 \ub2e4\uc2dc \uc0bc\uc131\uc804\uc790 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5\ubd80\uc5d0 \ud611\ub825 \uc758\uc0ac\ub97c \ub0b4\ube44\uce58\uba74\uc11c \uc591 \uc0ac\uc758 \ud30c\ud2b8\ub108\uc2ed\uc774 AI \uc804\ubc29\uc704\ub85c \ud655\ub300\ub418\ub294 \ubaa8\uc591\uc0c8\ub2e4. \uae00\ub85c\ubc8c \ucca8\ub2e8 \ud30c\uc6b4\ub4dc\ub9ac \uc2dc\uc7a5\uc740 TSMC\uac00 \uc0ac\uc2e4\uc0c1 \ub3c5\uc810\ud574\uc654\ub2e4. \uc2dc\uc7a5\uc870\uc0ac \uc5c5\uccb4 \uce74\uc6b4\ud130\ud3ec\uc778\ud2b8\ub9ac\uc11c\uce58\uc5d0 \ub530\ub974\uba74 \uc62c\ud574 1\ubd84\uae30 \ud30c\uc6b4\ub4dc\ub9ac \uc2dc\uc7a5\uc5d0\uc11c TSMC\ub294 \uc810\uc720\uc728 73%\ub97c \uae30\ub85d\ud558\uba70 2\uc704\uc778 \uc0bc\uc131\uc804\uc790(7%)\ub97c \ud06c\uac8c \uc55e\uc130\ub2e4. \uadf8\ub7ec\ub098 AI \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \ud3ed\uc99d\ud558\uba74\uc11c TSMC\uc758 \uc0dd\uc0b0\ub2a5\ub825\uc740 \uc784\uacc4\uc810\uc5d0 \ub2ec\ud588\ub2e4. \uc5d4\ube44\ub514\uc544\u00b7\uc560\ud50c \ub4f1 \uae00\ub85c\ubc8c \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc774&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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