{"id":38132,"date":"2026-06-13T00:11:24","date_gmt":"2026-06-12T15:11:24","guid":{"rendered":"https:\/\/cryptoseoul.news\/?p=38132"},"modified":"2026-06-13T00:11:24","modified_gmt":"2026-06-12T15:11:24","slug":"%ec%98%81%ec%83%81tsmc%ea%b0%80-%ea%b0%90%eb%8b%b9-%ed%95%9c%ea%b3%84-%ed%86%a0%eb%a1%9c%ed%95%9c-%eb%82%a0%ea%b5%ac%ea%b8%80%ec%9d%b4-%ec%82%bc%ec%84%b1%ec%97%90-%ec%a0%84","status":"publish","type":"post","link":"https:\/\/cryptoseoul.news\/?p=38132","title":{"rendered":"\uc601\uc0c1TSMC\uac00 \u201c\uac10\ub2f9 \ud55c\uacc4\u201d \ud1a0\ub85c\ud55c \ub0a0\u2026\uad6c\uae00\uc774 \uc0bc\uc131\uc5d0 \uc804\ud654\ud55c \uc774\uc720"},"content":{"rendered":"

\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551<\/p>\n

* \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report & 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

[\uc8fc\uc694 \uc774\uc288 \ube0c\ub9ac\ud551]<\/p>\n

\u25a0 \uc0bc\uc131\uc804\uc790(005930) , \uad6c\uae00 AI \uac00\uc18d\uae30 \uacf5\uae09\ub9dd \uc9c4\uc785: \uad6c\uae00\uc774 10\uc138\ub300 TPU\uc758 \uba54\ubaa8\ub9ac I\/O \ub2e4\uc774 \uc0dd\uc0b0\uc744 \uc0bc\uc131\uc804\uc790 2\ub098\ub178 \uacf5\uc815\uc5d0 \ud0c0\uc9c4\ud558\uba74\uc11c TSMC \ub3c5\uc810 \uad6c\ub3c4\uc5d0 \uade0\uc5f4\uc774 \uc0dd\uae30\uace0 \uc788\ub2e4. \uc218\uc8fc\uac00 \ud655\uc815\ub420 \uacbd\uc6b0 \uc0bc\uc131\uc804\uc790 \ud30c\uc6b4\ub4dc\ub9ac\u00b7\uc2dc\uc2a4\ud15cLSI \uc0ac\uc5c5\ubd80\uc758 \ud751\uc790 \uc804\ud658\uc774 \uac00\uc18d\ud654\ub420 \uac83\uc774\ub77c\ub294 \uc804\ub9dd\uc774 \ub098\uc628\ub2e4.<\/p>\n

\u25a0 \ucf54\uc2a4\ud53c \uc548\ub3c4 \ub7a0\ub9ac, MSCI \ud3b8\uc785 \uae30\ub300 \uc7ac\ubd80\uc0c1: \ubbf8\uad6d \uadfc\uc6d0 PPI\uac00 \uc804\ub9dd\uce58\ub97c \ud558\ud68c\ud558\uace0 \uc911\ub3d9 \uc885\uc804 \ud611\uc0c1 \uae30\ub300\uac10\uc774 \ub354\ud574\uc9c0\uba70 \ucf54\uc2a4\ud53c\uac00 4.63% \uae09\ub4f1\ud574 8123.62\uc5d0 \ub9c8\uac10\ud588\ub2e4. \ub178\ubb34\ub77c\uc99d\uad8c\uc740 \uc774\ub2ec \ubc1c\ud45c \uc608\uc815\uc778 MSCI \uc120\uc9c4\uad6d\uc9c0\uc218 \uc6cc\uce58\ub9ac\uc2a4\ud2b8 \ud3b8\uc785 \uac00\ub2a5\uc131\uc744 60%\ub85c \uc81c\uc2dc\ud558\uba70, \uc678\ud658\uc2dc\uc7a5 \uc120\uc9c4\ud654\uc640 \uae30\uc5c5 \uc9c0\ubc30\uad6c\uc870 \uac1c\uc120\uc774 \uae0d\uc815\uc801 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\ub2e4\uace0 \ubd84\uc11d\ud588\ub2e4.<\/p>\n

\u25a0 AI \ub300\uc7a5\uc8fc \ud310\ub3c4 \uc7ac\ud3b8, \u2018\uba54\ubaa8\ub9ac7\u2019 \ubd80\uc0c1: M7 \uc8fc\uc694 \uc885\ubaa9\uc774 \uc5f0\ucd08 \ub300\ube44 \ubd80\uc9c4\ud55c \uac00\uc6b4\ub370, \ub9c8\uc774\ud06c\ub860(215.73%)\u00b7\uc0cc\ub514\uc2a4\ud06c(583.59%) \ub4f1 \uba54\ubaa8\ub9ac \uc5c5\uc885\uc774 \uc555\ub3c4\uc801 \uc218\uc775\ub960\uc744 \uae30\ub85d\ud558\uba70 \uc0c8 \uc8fc\ub3c4\uc8fc\ub85c \ub5a0\uc624\ub974\uace0 \uc788\ub2e4. \uc2a4\ud398\uc774\uc2a4X\u00b7\uc564\uc2a4\ub85c\ud53d\u00b7\uc624\ud508AI \ub4f1 AI \ubaa8\ub378 \uac1c\ubc1c\uc0ac IPO\uac00 \ub2e8\uae30 \uc218\uae09\uc744 \ud761\uc218\ud558\ub354\ub77c\ub3c4 \uc911\uc7a5\uae30\uc801\uc73c\ub85c\ub294 \uba54\ubaa8\ub9ac \uc218\uc694 \uc99d\ub300 \uc694\uc778\uc774\ub77c\ub294 \ubd84\uc11d\uc774 \uc99d\uad8c\uac00\uc5d0\uc11c \ub098\uc628\ub2e4.<\/p>\n

[\uc8fc\uc2dd\ud22c\uc790\uc790 \uad00\uc2ec \ub274\uc2a4]<\/p>\n

1. TSMC \ubcd1\ubaa9\uc774 \ubc14\uafbc AI \uacf5\uae09\ub9dd\u2026\uad6c\uae00\uacfc 2\ub098\ub178\u00b7HBM \uc804\ubc29\uc704 \ud611\ub825<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uad6c\uae00\uc774 10\uc138\ub300 TPU(\ucf54\ub4dc\uba85 \uc544\uc774\uc2a4\ud53c\uc2dc)\uc758 \ud575\uc2ec \ubd80\ud488\uc778 \uba54\ubaa8\ub9ac I\/O \ub2e4\uc774 \uc0dd\uc0b0 \ud30c\ud2b8\ub108\ub85c \uc0bc\uc131\uc804\uc790\ub97c \uac80\ud1a0\ud558\uace0 \uc788\uc73c\uba70, \ud575\uc2ec \uc5f0\uc0b0 \uce69\uc740 TSMC 1.4\ub098\ub178, I\/O \ub2e4\uc774\ub294 \uc0bc\uc131\uc804\uc790 2\ub098\ub178\ub85c \uc774\uc6d0\ud654\ud558\ub294 \uad6c\uc131\uc774 \ub17c\uc758\ub418\uace0 \uc788\ub2e4. TSMC\uac00 \ud30c\uc6b4\ub4dc\ub9ac \uc2dc\uc7a5\uc758 73%\ub97c \ub3c5\uc810\ud558\ub294 \uc0c1\ud669\uc5d0\uc11c AI \ubc18\ub3c4\uccb4 \uc218\uc694 \ud3ed\uc99d\uc73c\ub85c \uacf5\uae09 \ubcd1\ubaa9\uc774 \uc2ec\ud654\ub418\uc790 \ube45\ud14c\ud06c\ub4e4\uc774 \uba40\ud2f0 \ud30c\uc6b4\ub4dc\ub9ac \uc804\ub7b5\uc73c\ub85c \uc120\ud68c\ud55c \ud750\ub984\uc774\ub2e4. \uc0bc\uc131\uc804\uc790\ub294 \ud14c\uc2ac\ub77c \uc790\uc728\uc8fc\ud589 \uce69 \uc57d 25\uc870 \uc6d0 \uc218\uc8fc\uc5d0 \uc774\uc5b4 \uc5d4\ube44\ub514\uc544 LPU\uae4c\uc9c0 \uc787\ub2ec\uc544 \ud655\ubcf4\ud558\uba70 \uace0\uac1d\uc0ac \uc678\uc5f0\uc744 \ub113\ud788\uace0 \uc788\uc73c\uba70, \uad6c\uae00\uacfc\ub294 TPU\uc6a9 HBM\uc758 60% \uc774\uc0c1\uc744 \uacf5\uae09\ud574\uc628 \ud611\ub825 \uad00\uacc4\uac00 \ubc30\uacbd\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\ub2e4. \ud55c\uad6d\ud22c\uc790\uc99d\uad8c\uc740 \uc218\uc8fc \uad6c\uccb4\ud654 \uc2dc \uc0bc\uc131\uc804\uc790 \ube44\uba54\ubaa8\ub9ac \uc0ac\uc5c5\uc774 4\ubd84\uae30 \ud751\uc790 \uc804\ud658 \ud6c4 2027\ub144 4\ubd84\uae30 \ubd84\uae30 \uc601\uc5c5\uc774\uc775 7310\uc5b5 \uc6d0 \uaddc\ubaa8\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4.<\/p>\n

2. \uc548\ub3c4\ub7a0\ub9ac\uc5d0 \ucf54\uc2a4\ud53c 1\ub9cc\ud53c \uc7ac\uc2dc\ub3d9\u2026\ub178\ubb34\ub77c \u201cMSCI \ud3b8\uc785 \uac00\ub2a5\uc131 60%\u201d<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \ubbf8\uad6d \uadfc\uc6d0 PPI\uac00 \uc608\uc0c1\uce58\ub97c \ud558\ud68c\ud558\uace0 \uc774\uc2a4\ub77c\uc5d8\u00b7\uc774\ub780 \uc885\uc804 \ud611\uc0c1 \uae30\ub300\uac10\uc774 \ub192\uc544\uc9c0\uba74\uc11c \ucf54\uc2a4\ud53c\uac00 359.67\ud3ec\uc778\ud2b8(4.63%) \uae09\ub4f1\ud574 8123.62\uc5d0 \ub9c8\uac10\ud588\uc73c\uba70, \ucf54\uc2a4\ub2e5\ub3c4 3.22% \uc624\ub978 1029.05\ub97c \uae30\ub85d\ud588\ub2e4. \ub178\ubb34\ub77c\uc99d\uad8c \uc815\ucc3d\uc6d0 \uc544\uc2dc\uc544 \ub9ac\uc11c\uce58 \uacf5\ub3d9\ub300\ud45c\ub294 HBM\u00b7D\ub7a8\u00b7\ub0b8\ub4dc \uc218\uc694\uac00 \ub3d9\uc2dc\uc5d0 \uc99d\uac00\ud558\ub294 \u2018\ud2b8\ub9ac\ud50c \uc288\ud37c\uc0ac\uc774\ud074\u2019\uc774 \uc9c4\ud589 \uc911\uc774\uba70 AI\uac00 \uacac\uc778\ud558\ub294 \uba54\ubaa8\ub9ac \uc218\uc694\uac00 \ud5a5\ud6c4 5\ub144\uac04 1\ub9cc \ubc30 \uc774\uc0c1 \ub298\uc5b4\ub0a0 \uc218 \uc788\ub2e4\uace0 \uc9c4\ub2e8\ud588\ub2e4. \ubc15\uc138\uc601 \ud55c\uad6d\ub9ac\uc11c\uce58 \ud5e4\ub4dc\ub294 \uc774\ub2ec MSCI \uc120\uc9c4\uad6d\uc9c0\uc218 \uc6cc\uce58\ub9ac\uc2a4\ud2b8 \ud3b8\uc785 \uac00\ub2a5\uc131\uc744 60%\ub85c \ud3c9\uac00\ud588\uc73c\uba70, \ud3b8\uc785 \uc2dc \ud1b5\uc0c1 2\ub144\uac04 \uac80\uc99d\uc744 \uac70\uccd0 \uc120\uc9c4\uad6d\uc9c0\uc218 \ubc18\uc601 \uc5ec\ubd80\uac00 \uacb0\uc815\ub41c\ub2e4. \ub2e4\uc74c \uc8fc FOMC \uc810\ub3c4\ud45c \ubcc0\ud654\uc640 \uc2a4\ud398\uc774\uc2a4X \uc0c1\uc7a5\uc5d0 \ub530\ub978 \uae00\ub85c\ubc8c \uc790\uae08 \uc774\ub3d9\uc774 \ub2e8\uae30 \ubcc0\uc218\ub85c \uaf3d\ud78c\ub2e4\ub294 \uc124\uba85\uc774\ub2e4.<\/p>\n

3. \u2018M10\u2019 \uc7ac\ud3b8 vs \u2018\uba54\ubaa8\ub9ac7\u2019 \uc5ed\uc2b5\u2026AI \ub300\uc7a5\uc8fc \uc7c1\ud0c8\uc804<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc2a4\ud398\uc774\uc2a4X \uc0c1\uc7a5\uacfc \uc564\uc2a4\ub85c\ud53d\u00b7\uc624\ud508AI IPO\ub85c M7\uc774 M10\uc73c\ub85c \uc7ac\ud3b8\ub420 \uc218 \uc788\ub2e4\ub294 \uc804\ub9dd\uc774 \ub098\uc624\ub294 \uac00\uc6b4\ub370, \uc5f0\ucd08 \ub300\ube44 \ub098\uc2a4\ub2e5(11.08%) \uc218\uc775\ub960\uc744 \uc0c1\ud68c\ud55c M7 \uc885\ubaa9\uc740 \uad6c\uae00(13.52%)\ubfd0\uc774\uace0 \uba54\ud0c0(-12.60%)\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8(-17.47%)\ub294 \ubd80\uc9c4\uc774 \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. \uc2e0\ud55c\ud22c\uc790\uc99d\uad8c\uc740 \uc0bc\uc131\uc804\uc790\u00b7SK\ud558\uc774\ub2c9\uc2a4(000660) \u00b7\ub9c8\uc774\ud06c\ub860\u00b7\uc0cc\ub514\uc2a4\ud06c\u00b7\ud0a4\uc625\uc2dc\uc544\u00b7\uc6e8\uc2a4\ud134\ub514\uc9c0\ud138\u00b7\uc2dc\uac8c\uc774\ud2b8 \ub4f1 7\uac1c \uba54\ubaa8\ub9ac \uae30\uc5c5\uc774 \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \uc8fc\ub3c4 \uc5c5\uc885\uc73c\ub85c \ubd80\uc0c1\ud588\ub2e4\uace0 \uc9c4\ub2e8\ud588\uc73c\uba70, \ub9c8\uc774\ud06c\ub860(215.73%)\u00b7\uc0cc\ub514\uc2a4\ud06c(583.59%)\uc758 \uc555\ub3c4\uc801 \uc218\uc775\ub960\uc774 \uc774\ub97c \ub4b7\ubc1b\uce68\ud558\uace0 \uc788\ub2e4. \ud0a4\uc625\uc2dc\uc544\ub294 \uc77c\ubcf8 \ub2db\ucf00\uc774225\uc5d0\uc11c \ub3c4\uc694\ud0c0\ub97c \uc81c\uce58\uace0 \uc2dc\uac00\ucd1d\uc561 1\uc704\uc5d0 \uc624\ub974\uba70 \uba54\ubaa8\ub9ac \uc5c5\uc885 \uc704\uc0c1 \ubcc0\ud654\ub97c \uc0c1\uc9d5\uc801\uc73c\ub85c \ub4dc\ub7ec\ub0c8\ub2e4. \ubc15\ubb38\ud658 \ud558\ub098\uc99d\uad8c \uc774\uc0ac\ub294 AI \uac70\ubb3c\ub4e4\uc758 IPO\uac00 \ub2e8\uae30 \uc218\uae09 \ube14\ub799\ud640\ub85c \uc791\uc6a9\ud588\uc9c0\ub9cc AI \uc778\ud504\ub77c \ud575\uc2ec \uc218\uc694\uc640 \uc8fc\uac00 \uc815\uc810\uc740 \uc544\uc9c1 \uc9c0\ub098\uc9c0 \uc54a\uc558\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n

4. \ud3ec\ubaa8\uc5d0 \ucd94\uaca9\ub9e4\uc218\u2026\ud558\ub2c9 \uac1c\ubbf8 29%\uac00 \ud55c\ub2ec\uc0c8 \uc2e0\uaddc \uc9c4\uc785<\/p>\n

– \ud575\uc2ec \uc694\uc57d: \uc0bc\uc131\uc99d\uad8c(016360) \uace0\uac1d \uae30\uc900 SK\ud558\uc774\ub2c9\uc2a4 \ubcf4\uc720 \uac1c\uc778\ud22c\uc790\uc790(36\ub9cc 9353\uba85) \uc911 29%\uac00 \ucd5c\uadfc 1\uac1c\uc6d4 \uc774\ub0b4\uc5d0 \uc2e0\uaddc \ub9e4\uc218\ud55c \ud22c\uc790\uc790\ub85c \uc9d1\uacc4\ub410\uc73c\uba70, \uc774\ub4e4 \uc0c1\ub2f9\uc218\uac00 \uc7a5\uc911 \ucd5c\uace0\uac00 236\ub9cc \uc6d0 \ubd80\uadfc\uc778 \uace0\uc810 \uad6c\uac04\uc5d0\uc11c \uc9c4\uc785\ud55c \uac83\uc73c\ub85c \ucd94\uc815\ub41c\ub2e4. SK\ud558\uc774\ub2c9\uc2a4 \ud22c\uc790\uc790\uc758 \ud3c9\uade0 \uc218\uc775\ub960\uc774 181.65%\uc784\uc5d0\ub3c4 \uc190\uc2e4 \ud22c\uc790\uc790 \ube44\uc728\uc774 19%\uc5d0 \ub2ec\ud558\ub294 \ub370\uc11c \uace0\uc810 \ucd94\uaca9\ub9e4\uc218\uc758 \uc704\ud5d8\uc774 \ub4dc\ub7ec\ub09c\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4. \uc0bc\uc131\uc804\uae30(009150) \ub294 \uc190\uc2e4 \uac00\ub2a5 \ub9e4\uc218 \uae30\uac04\uc774 \ub2e8 2\uac70\ub798\uc77c\uc5d0 \ubd88\uacfc\ud588\uc74c\uc5d0\ub3c4 \uc190\uc2e4 \ud22c\uc790\uc790 \ube44\uc911\uc774 28%\uc600\uace0 1\uac1c\uc6d4 \uc774\ud558 \ubcf4\uc720\uc790 \ube44\uc911\uc740 50%\ub85c, FOMO(\uc18c\uc678 \uacf5\ud3ec) \uc2ec\ub9ac\uac00 \uc5bc\ub9c8\ub098 \uad11\ubc94\uc704\ud558\uac8c \uc791\uc6a9\ud588\ub294\uc9c0\ub97c \ubcf4\uc5ec\uc8fc\ub294 \uc0ac\ub840\ub85c \uaf3d\ud78c\ub2e4. \ud55c \uc99d\uad8c\uc0ac \uad00\uacc4\uc790\ub294 \u201c\uc9c0\uae08\ucc98\ub7fc \ubcc0\ub3d9\uc131\uc774 \ub192\uc744 \ub54c\ub294 \uac00\uc6a9 \uc790\uae08\uc744 \ud55c\uaebc\ubc88\uc5d0 \ud22c\uc785\ud558\ub294 \ud480\ubca0\ud305\uc744 \uc9c0\uc591\ud558\uace0 \ubd84\ud560 \ub9e4\uc218\ub97c \uc2e4\ucc9c\ud574\uc57c \ud55c\ub2e4\u201d\uace0 \uc870\uc5b8\ud588\ub2e4.<\/p>\n

\uc218\uc775\ub960 60% \ucc0d\ud614\ub2e4! \uad50\uc721 \uc0ac\uc774\ud2b8\uae4c\uc9c0 \ud130\ub728\ub9b0 \u2018\uc0bc\uc804\u00b7\ub2c9\uc2a4\u2019 \ubd88\uae30\ub465 <\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc6d4\uae09 \ube7c\uace0 \ub2e4 \uc62c\ub77c\u2026\ub124\uc2dd\uad6c \uba39\uace0 \uc790\ub294\ub370\ub9cc \uc6d4 200\ub9cc\uc6d0 \ub4e0\ub2e4<\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uad6d\ubbfc\u9280, \ub9c8\ud1b5 \ud55c\ub3c4 5000\ub9cc\uc6d0 \uc77c\uad04 \uc81c\ud55c\u2026\uc740\ud589\uad8c \ub300\ucd9c \uc870\uc774\uae30 \ubcf8\uaca9\ud654<\/p>\n

\u25b6 \uae30\uc0ac \ubc14\ub85c\uac00\uae30: \uc548\ub3c4\ub7a0\ub9ac\uc5d0 \ucf54\uc2a4\ud53c 1\ub9cc\ud53c \uc7ac\uc2dc\ub3d9\u2026\ub178\ubb34\ub77c \u201cMSCI \ud3b8\uc785 \uac00\ub2a5\uc131 60%\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"

\u25b2 AI \ud504\ub9ac\uc998* \ub9de\ucda4\ud615 \uacbd\uc81c \ube0c\ub9ac\ud551 * \ud3b8\uc9d1\uc790 \uc8fc: \u2018AI PRISM\u2019(Personalized Report & Insight Summarizing Media)\uc740 \ud55c\uad6d\uc5b8\ub860\uc9c4\ud765\uc7ac\ub2e8\uc758 \uc9c0\uc6d0\uc744<\/p>\n","protected":false},"author":1,"featured_media":38131,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[29],"tags":[],"class_list":["post-38132","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economy"],"featured_image_urls":{"full":["https:\/\/cryptoseoul.news\/wp-content\/uploads\/2026\/06\/news_img_20260614001129_46954-1.png",640,360,false]},"post_excerpt_stackable":"

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