{"id":35,"date":"2026-05-13T23:41:49","date_gmt":"2026-05-13T14:41:49","guid":{"rendered":"https:\/\/www.kodpassion.site\/?p=35"},"modified":"2026-05-14T17:21:34","modified_gmt":"2026-05-14T08:21:34","slug":"tsmc-%ed%88%ac%ec%9e%90-%ea%b4%80%ec%a0%90%ec%9d%98-%ec%a3%bc%ec%8b%9d-%eb%b6%84%ec%84%9d","status":"publish","type":"post","link":"https:\/\/kodpassion.site\/?p=35","title":{"rendered":"TSMC \ud22c\uc790 \uad00\uc810\uc758 \uc8fc\uc2dd \ubd84\uc11d \/ 2026-05-13"},"content":{"rendered":"\n<p>\uc9c1\uc811 \ub2f5\ubcc0: TSMC(\ub300\ub9cc\ubc18\ub3c4\uccb4\u00b7Taiwan Semiconductor Manufacturing Company)\ub294 \uc138\uacc4 \ucd5c\ub300 \ud30c\uc6b4\ub4dc\ub9ac \uae30\uc5c5\uc73c\ub85c\uc11c 2026\ub144 \ucd08\ubd80\ud130 \uac15\ud55c \uc2e4\uc801\uacfc \uacf5\uaca9\uc801 \uc124\ube44\ud22c\uc790 \uacc4\ud68d\uc73c\ub85c \uc131\uc7a5 \ubaa8\uba58\ud140\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.[1][2]<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ud575\uc2ec \uc694\uc57d<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2026\ub144 1\ubd84\uae30 \ub9e4\ucd9c\u00b7\uc21c\uc774\uc775\uc774 \ud070 \ud3ed\uc73c\ub85c \uc99d\uac00\ud588\uace0 \ud68c\uc0ac\ub294 \uc5f0\uac04 \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4\ub97c \uc0c1\ud5a5 \uc870\uc815\ud588\uc2b5\ub2c8 \ub2e4.[2][3]<\/li>\n\n\n\n<li>\ud30c\uc6b4\ub4dc\ub9ac \uc2dc\uc7a5 \uc810\uc720\uc728\uc740 \uc5c5\uacc4\uc5d0\uc11c \uac00\uc7a5 \ub192\uc73c\uba70 \uae00\ub85c\ubc8c \uace0\uac1d(\uc560\ud50c\u00b7\uc5d4\ube44\ub514\uc544 \ub4f1) \uc218\uc694\uc5d0 \ub300\ud55c \ub178\ucd9c\uc774 \ud07d\ub2c8\ub2e4.[3][4]<\/li>\n\n\n\n<li>\ubbf8\uad6d(\uc560\ub9ac\uc870\ub098)\u00b7\uc77c\ubcf8(\uad6c\ub9c8\ubaa8\ud1a0) \ub4f1 \ud574\uc678 \ud339 \ud655\ub300\ub97c \ud1b5\ud574 \uc0dd\uc0b0\ub2a5\ub825 \uc99d\uc124\uc744 \ucd94\uc9c4 \uc911\uc774\uba70 \uc790\ubcf8\uc9c0\ucd9c(CAPEX)\uc740 \ub9e4\uc6b0 \ub192\uac8c \uc720\uc9c0\ub420 \uc804\ub9dd\uc785\ub2c8\ub2e4.[5][6]<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\ud380\ub354\uba58\ud138 (\uc7ac\ubb34\u00b7\uc0ac\uc5c5)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2025\ub144(\uc5f0\uac04) \ub9e4\ucd9c\uacfc \uc21c\uc774\uc775\uc740 \uacac\uc870\ud588\uc73c\uba70, 2026\ub144 1\ubd84\uae30 \ub9e4\ucd9c\uc774 \uc804\ub144 \ub300\ube44 \uc57d 35% \uc99d\uac00\ud588\uace0 \uc21c\uc774\uc775\uc740 \uc57d 58% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4.[7][2]<\/li>\n\n\n\n<li>2026\ub144 \ud68c\uc0ac\ub294 \ub2ec\ub7ec \uae30\uc900 \uc5f0\uac04 \ub9e4\ucd9c \uc131\uc7a5\ub960\uc744 30% \uc774\uc0c1\uc73c\ub85c \uc81c\uc2dc\ud588\uace0, CAPEX \uac00\uc774\ub358\uc2a4\ub294 \ub192\uc740 \ubc94\uc704(\uc218\uc2ed\uc5b5 \ub2ec\ub7ec \ub300)\ub85c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.[2][3]<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\ubaa8\uba58\ud140(\uc218\uc694\u00b7\uc2dc\uc7a5\uc810\uc720\uc728)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\uc131\ub2a5 \ucef4\ud4e8\ud305(AI \uc11c\ubc84), \ubaa8\ubc14\uc77c(\uc2a4\ub9c8\ud2b8\ud3f0), \uc790\ub3d9\ucc28\uc6a9 \ubc18\ub3c4\uccb4 \uc218\uc694\uac00 \ub3d9\uc2dc \uc0c1\uc2b9\ud558\uba74\uc11c \ud30c\uc6b4\ub4dc\ub9ac \uc218\uc694\uac00 \ud655\ub300\ub418\uc5c8\uc2b5\ub2c8\ub2e4; TSMC\ub294 \ud2b9\ud788 AI\uc6a9 \ucd5c\ucca8\ub2e8 \uacf5\uc815 \uc218\uc694\uc5d0\uc11c \uc720\ub9ac\ud55c \uc704\uce58\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.[8][3]<\/li>\n\n\n\n<li>\ubcf4\uace0\uc11c\ub4e4\uc740 TSMC\uc758 \uc21c\uc218 \ud30c\uc6b4\ub4dc\ub9ac \uc810\uc720\uc728\uc774 \ucd5c\uadfc \ud655\ub300\ub418\uc5c8\ub2e4\uace0 \ubd84\uc11d\ud569\ub2c8\ub2e4(\uc0c1\uc704 \ud30c\uc6b4\ub4dc\ub9ac \uc911 \ub3c5\ubcf4\uc801 \uc704\uce58).[4][9]<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\uc8fc\uc694 \uc9c0\ud45c\u00b7\ub9ac\uc2a4\ud06c<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc7a5\uc810: \uae30\uc220 \ub9ac\ub354\uc2ed(\ucd5c\ucca8\ub2e8 \uacf5\uc815), \uac15\ub825\ud55c \uace0\uac1d \ud3ec\ud2b8\ud3f4\ub9ac\uc624, \ub300\uaddc\ubaa8 CAPEX\ub85c \uc778\ud55c \uc7a5\uae30 \uacbd\uc7c1\uc6b0\uc704.[6][10]<\/li>\n\n\n\n<li>\ub9ac\uc2a4\ud06c: \ub300\uaddc\ubaa8 \ud574\uc678 \ud22c\uc790(\uc560\ub9ac\uc870\ub098\u00b7\uc77c\ubcf8 \ub4f1)\ub85c \uc778\ud55c \ub2e8\uae30 \ud604\uae08\uc720\ucd9c\u00b7\ud22c\uc790 \ud68c\uc218 \uae30\uac04, \uc9c0\uc815\ud559\uc801(\ub300\ub9cc\u00b7\ubbf8\uc911) \ub9ac\uc2a4\ud06c, \uace0\uac1d \uc218\uc694 \uc0ac\uc774\ud074 \ubcc0\ub3d9\uc131.[11][5]<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">\ud22c\uc790 \uc804\ub7b5(\ud604 \uc2dc\uc810 \uad8c\uc7a5)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc7a5\uae30 \uc131\uc7a5(3\ub144 \uc774\uc0c1) \uad00\uc810: <strong>\ucd94\uac00 \ub9e4\uc218(\ucd95\uc801)<\/strong> \u2014 TSMC\uc758 \uae30\uc220\u00b7\uc2dc\uc7a5\uc9c0\uc704\uc640 AI \uc218\uc694 \ud655\ub300\ub85c \uc911\uc7a5\uae30 \uc131\uc7a5 \uae30\ub300\uac00 \ud06c\uba70, \ud574\uc678 CAPEX\uac00 \uc2e4\uc801\uc744 \uc555\ubc15\ud560 \uc218 \uc788\uc73c\ub098 \uc7a5\uae30\uc801 \uacbd\uc7c1\uc6b0\uc704\ub97c \uac15\ud654\ud569\ub2c8\ub2e4.[3][6]<\/li>\n\n\n\n<li>\ub2e8\uae30 \ud2b8\ub808\uc774\ub4dc(6\u201312\uac1c\uc6d4): \ubcc0\ub3d9\uc131 \uad00\ub9ac \ud544\uc694 \u2014 \ubd84\uae30 \uc2e4\uc801\u00b7\uac00\uc774\ub358\uc2a4 \ubc1c\ud45c\uc640 CAPEX \uad00\ub828 \ub274\uc2a4(\ud339 \ucc29\uacf5\u00b7\uc9c0\uc5f0)\uc5d0 \ub530\ub77c \uc8fc\uac00 \uae09\ubcc0 \uac00\ub2a5\uc131\uc774 \ud07d\ub2c8\ub2e4; \ub274\uc2a4 \uc804\ud6c4\uc5d0 \ubd84\ud560 \ub9e4\uc218\u00b7\uc190\uc808 \uaddc\uce59 \uad8c\uc7a5.[5][2]<\/li>\n\n\n\n<li>\ubc30\ub2f9\/\uc778\ucef4\ud615: TSMC\ub294 \ub192\uc740 \uc131\uc7a5\u00b7\uc7ac\ud22c\uc790 \uc6b0\uc120\uc73c\ub85c \ubc30\ub2f9 \ub9e4\ub825\uc740 \uc81c\ud55c\uc801\uc774\ubbc0\ub85c \ubc30\ub2f9 \ubaa9\uc801 \ud22c\uc790\uc5d0\ub294 \ub35c \uc801\ud569\ud569\ub2c8\ub2e4.[7]<\/li>\n<\/ul>\n\n\n\n<p>TSMC \uad00\ub828 \ucd5c\uc2e0 \uc8fc\uc694 \ub274\uc2a4(\uc694\uc57d)<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2026\ub144 1\ubd84\uae30 \uc2e4\uc801 \ud638\uc870 \ubc0f \uc5f0\uac04 \ub9e4\ucd9c \uc804\ub9dd \uc0c1\ud5a5.[2][3]<\/li>\n\n\n\n<li>\uc560\ub9ac\uc870\ub098 \ucea0\ud37c\uc2a4 \ud655\ub300(2\u00b73\u00b74\ubc88\uc9f8 \ud339 \ucd94\uc9c4), \uc77c\ubd80 \ubcf4\ub3c4\uc5d0\uc120 \uc560\ub9ac\uc870\ub098 \ub0b4 \ucd5c\ub300 12\uac1c \ud339 \uacc4\ud68d \uac00\ub2a5\uc131 \uc81c\uae30.[6][11]<\/li>\n\n\n\n<li>\uc77c\ubcf8 \uad6c\ub9c8\ubaa8\ud1a0 \uacf5\uc7a5 \uc77c\ubd80 \uacf5\uc815 \uc5c5\uadf8\ub808\uc774\ub4dc \uac80\ud1a0(3nm \uae09 \ub3c4\uc785 \ub4f1) \uc18c\uc2dd\uc73c\ub85c \uc124\ube44\uacc4\ud68d \uc870\uc815 \uac00\ub2a5\uc131.[10][5]<\/li>\n<\/ul>\n\n\n\n<p>\ud22c\uc790 \uc2e4\ud589 \uc608\uc2dc (\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\uc810)<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc7a5\uae30 \uc131\uc7a5 \ud3ec\uc9c0\uc158: \uc804\uccb4 \uc8fc\uc2dd \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc758 5\u201310% \ubc94\uc704\uc5d0\uc11c \ubd84\ud560\ub9e4\uc218(\uc608: \ub9e4\uc6d4\/\ubd84\uae30 \ub098\ub220 \ub9e4\uc218). \uc774\ub294 CAPEX \ub9ac\uc2a4\ud06c\uc640 \ubc38\ub958\uc5d0\uc774\uc158 \ub9ac\uc2a4\ud06c\ub97c \ubd84\uc0b0\ud569\ub2c8\ub2e4.[3]<\/li>\n\n\n\n<li>\ub2e8\uae30 \ub9ac\uc2a4\ud06c \uad00\ub9ac: \uc2e4\uc801 \ubc1c\ud45c \uc804\ud6c4 1\u20132\uc8fc\uac04 \ub808\ubc84\ub9ac\uc9c0 \ud3ec\uc9c0\uc158 \ud68c\ud53c, \uc190\uc808 \uae30\uc900 \uc124\uc815(\uc608: \ub9e4\uc218\uac00 \ub300\ube44 12\u201315% \ud558\ub77d \uc2dc \uc77c\ubd80 \uccad\uc0b0).<\/li>\n<\/ul>\n\n\n\n<p>\uc6d0\ud558\uc2dc\uba74 \ub2e4\uc74c \uc911 \ud558\ub098\ub97c \ub354 \uc81c\uacf5\ud558\uaca0\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ucd5c\uadfc 12\uac1c\uc6d4 \uac04 \ubd84\uae30\ubcc4 \uc7ac\ubb34 \uc694\uc57d\ud45c(\ub9e4\ucd9c\u00b7\uc601\uc5c5\uc774\uc775\u00b7\uc21c\uc774\uc775)\uc640 \uac04\ub2e8\ud55c \ucc28\ud2b8.<\/li>\n\n\n\n<li>TSMC\uc640 \uc0bc\uc131\u00b7\uc778\ud154 \ub4f1 \uc8fc\uc694 \uacbd\uc7c1\uc0ac \ube44\uad50 \ud45c(\ubc38\ub958\uc5d0\uc774\uc158\u00b7\uc2dc\uc7a5\uc810\uc720\uc728).<\/li>\n\n\n\n<li>\ud55c\uad6d \ud22c\uc790\uc790 \uad00\uc810\uc758 \ud658\uc728\u00b7\uc138\uae08\u00b7ADR(TSM) \uac70\ub798 \uc2dc \uc720\uc758\uc0ac\ud56d.<\/li>\n<\/ul>\n\n\n\n<p>\uc5b4\ub5a4 \uc790\ub8cc\ub97c \uba3c\uc800 \ubc1b\uc744\uae4c\uc694?<\/p>\n\n\n\n<p>\ucd9c\ucc98<br>[1] TSMC &#8211; \ub098\ubb34\uc704\ud0a4 https:\/\/namu.wiki\/w\/TSMC<br>[2] TSMC (NYSE: TSM) Q1 2026 profit jumps 58% with &gt;30% \u2026 https:\/\/www.stocktitan.net\/sec-filings\/TSM\/6-k-taiwan-semiconductor-manufacturing-co-ltd-current-report-foreign&#8211;0f919b4a4e07.html<br>[3] TSMC raises 2026 revenue forecast after record Q1 profit https:\/\/finance.yahoo.com\/markets\/stocks\/articles\/tsmc-raises-2026-revenue-forecast-112139324.html<br>[4] TSMC Investment Case Update &#8211; Global Outperformers https:\/\/globaloutperformers.substack.com\/p\/tsmc-investment-case-update<br>[5] [News] TSMC Reportedly Accelerates Arizona 2nd Fab \u2026 https:\/\/www.trendforce.com\/news\/2025\/12\/18\/news-tsmc-reportedly-accelerates-arizona-2nd-fab-eyes-3q26-tool-install-2027-3nm-production\/<br>[6] TSMC&#8217;s Fab 2 in Arizona to begin mass production in 2nd half of 2027 https:\/\/focustaiwan.tw\/business\/202601150025<br>[7] securities and exchange commission https:\/\/www.sec.gov\/Archives\/edgar\/data\/1046179\/000104617926000017\/tsm-boardx20260210x6k.htm<br>[8] TSMC: The Market Is Pricing A Foundry Like A Cyclical. It Is \u2026 https:\/\/seekingalpha.com\/article\/4892360-tsmc-the-market-is-pricing-a-foundry-like-a-cyclical-it-is-not-one<br>[9] Global Pure Foundry Market Share: Quarterly https:\/\/counterpointresearch.com\/en\/insights\/global-semiconductor-foundry-market-share<br>[10] [News] TSMC Reportedly to Upgrade Kumamoto 2nd Plant to 3nm \u2026 https:\/\/www.trendforce.com\/news\/2026\/02\/05\/news-tsmc-reportedly-to-upgrade-kumamoto-2nd-plant-from-67nm-to-3nm-boosting-japans-chip-capabilities\/<br>[11] TSMC reportedly set to build 12 Arizona fabs as Japan \u2026 https:\/\/www.simmtester.com\/News\/IndustryArticle\/27733<br>[12] TSMC reports 45.2% year-over-year revenue growth for \u2026 https:\/\/www.investing.com\/news\/sec-filings\/tsmc-reports-452-yearoveryear-revenue-growth-for-march-2026-93CH-4607419<br>[13] taiwan semiconductor manufacturing co ltd https:\/\/www.stockinsights.ai\/us\/TSM\/6-K\/earnings-reports-20260508-c46<br>[14] Taiwan Semiconductor Manufacturing Q4 2025 Earnings \u2026 https:\/\/www.marketbeat.com\/earnings\/reports\/2026-2-10-taiwan-semiconductor-manufacturing-company-limited-stock\/<br>[15] Taiwan Semiconductor Manufacturing Company Limited \u2026 https:\/\/finance.yahoo.com\/quote\/TSM\/financials\/<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc9c1\uc811 \ub2f5\ubcc0: TSMC(\ub300\ub9cc\ubc18\ub3c4\uccb4\u00b7Taiwan Semiconductor Manufacturing Company)\ub294 \uc138\uacc4 \ucd5c\ub300 \ud30c\uc6b4\ub4dc\ub9ac \uae30\uc5c5\uc73c\ub85c\uc11c 2026\ub144 \ucd08\ubd80\ud130 \uac15\ud55c \uc2e4\uc801\uacfc \uacf5\uaca9\uc801 \uc124\ube44\ud22c\uc790 \uacc4\ud68d\uc73c\ub85c \uc131\uc7a5 \ubaa8\uba58\ud140\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.[1][2] \ud575\uc2ec \uc694\uc57d \ud380\ub354\uba58\ud138 (\uc7ac\ubb34\u00b7\uc0ac\uc5c5) \ubaa8\uba58\ud140(\uc218\uc694\u00b7\uc2dc\uc7a5\uc810\uc720\uc728) \uc8fc\uc694 \uc9c0\ud45c\u00b7\ub9ac\uc2a4\ud06c \ud22c\uc790 \uc804\ub7b5(\ud604 \uc2dc\uc810 \uad8c\uc7a5) TSMC \uad00\ub828 \ucd5c\uc2e0 \uc8fc\uc694 \ub274\uc2a4(\uc694\uc57d) \ud22c\uc790 \uc2e4\ud589 \uc608\uc2dc (\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\uc810) \uc6d0\ud558\uc2dc\uba74 \ub2e4\uc74c \uc911 \ud558\ub098\ub97c \ub354 \uc81c\uacf5\ud558\uaca0\uc2b5\ub2c8\ub2e4: \uc5b4\ub5a4 \uc790\ub8cc\ub97c \uba3c\uc800 \ubc1b\uc744\uae4c\uc694? \ucd9c\ucc98[1] TSMC &#8211; &hellip; <a href=\"https:\/\/kodpassion.site\/?p=35\" class=\"more-link\"><span class=\"screen-reader-text\">TSMC \ud22c\uc790 \uad00\uc810\uc758 \uc8fc\uc2dd \ubd84\uc11d \/ 2026-05-13<\/span> \ub354\ubcf4\uae30<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[],"class_list":["post-35","post","type-post","status-publish","format-standard","hentry","category-16"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/kodpassion.site\/index.php?rest_route=\/wp\/v2\/posts\/35","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kodpassion.site\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kodpassion.site\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kodpassion.site\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/kodpassion.site\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=35"}],"version-history":[{"count":2,"href":"https:\/\/kodpassion.site\/index.php?rest_route=\/wp\/v2\/posts\/35\/revisions"}],"predecessor-version":[{"id":41,"href":"https:\/\/kodpassion.site\/index.php?rest_route=\/wp\/v2\/posts\/35\/revisions\/41"}],"wp:attachment":[{"href":"https:\/\/kodpassion.site\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=35"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kodpassion.site\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=35"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kodpassion.site\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=35"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}