{"id":7150,"date":"2024-06-26T09:54:17","date_gmt":"2024-06-26T00:54:17","guid":{"rendered":"http:\/\/www.bnwinv.com\/?p=7150"},"modified":"2024-06-26T09:54:18","modified_gmt":"2024-06-26T00:54:18","slug":"%ec%9d%b8%ed%84%b0%eb%b7%b0-%ea%b9%80%ec%9e%ac%ec%9a%b1-bnw-%eb%8c%80%ed%91%9c-tsmc-%e6%97%a5%ea%b3%b5%ec%9e%a5-%ec%a4%80%ea%b3%b5-%ea%b5%ad%eb%82%b4-%ed%8c%8c%ec%9a%b4%eb%93%9c%eb%a6%ac%ec%97%90","status":"publish","type":"post","link":"http:\/\/www.bnwinv.com\/?p=7150","title":{"rendered":"[\uc778\ud130\ubdf0] \uae40\uc7ac\uc6b1 BNW \ub300\ud45c “TSMC \u65e5\uacf5\uc7a5 \uc900\uacf5, \uad6d\ub0b4 \ud30c\uc6b4\ub4dc\ub9ac\uc5d0 \ud070 \uc704\ud611”"},"content":{"rendered":"

\uc0bc\uc131 \ubc18\ub3c4\uccb4 \uc0b0\uc99d\uc778 \uae40\uc7ac\uc6b1 BNW\uc778\ubca0\uc2a4\ud2b8\uba3c\ud2b8 \ub300\ud45c \uc778\ud130\ubdf0
“AI\ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc131\uc7a5, \uad6d\ub0b4 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4\uc5d0 \uae30\ud68c”<\/strong><\/p>

2024-02-21 17:22<\/strong><\/p>

“\uc6b0\ub9ac\ub098\ub77c\ub294 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 1\uc704\ub97c \ud558\uace0 \uc788\uc9c0\ub9cc, \uac70\uae30\uc5d0 \ub530\ub978 \uc18c\uc7ac\uc640 \ubd80\ud488, \uc7a5\ube44\ub294 \ub300\ubd80\ubd84 \uc77c\ubcf8\uc774\ub098 \uc720\ub7fd, \ubbf8\uad6d\uc5d0\uc11c \uc218\uc785\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4\ub97c \ud314\uc544\uc11c \uc774\uc775\uc744 \ub0b8 \ud6c4 \uc124\ube44\ud22c\uc790\uc5d0 \uc218\uc2ed\uc870\ub97c \ud22c\uc790\ud574\ub3c4 \ub2e4\ub978 \ub098\ub77c\uc5d0 \ube8f\uae30\uace0 \uc788\ub294 \uc0c1\ud669\uc774 \ucc38 \uc548\ud0c0\uae5d\uc8e0.”<\/p>

\uae40\uc7ac\uc6b1 BNW\uc778\ubca0\uc2a4\ud2b8\uba3c\ud2b8 \ub300\ud45c\ub294 \uc9c0\ub09c 20\uc77c \uc11c\uc6b8 \uc5ed\uc0bc\ub3d9 BNW\uc778\ubca0\uc2a4\ud2b8\uba3c\ud2b8 \ubcf8\uc0ac\uc5d0\uc11c \uc9c4\ud589\ud55c \ub274\uc2a4\ud54c\uacfc\uc758 \uc778\ud130\ubdf0\uc5d0\uc11c \uc774 \uac19\uc774 \ub9d0\ud588\ub2e4. \uae40\uc7ac\uc6b1 \ub300\ud45c\ub294 2012\ub144 4\uc6d4 \uc0ac\ubaa8\ud380\ub4dc \ud22c\uc790\uc0ac BNW\uc778\ubca0\uc2a4\ud2b8\uba3c\ud2b8\ub97c \uc124\ub9bd\ud558\uae30 \uc804\uae4c\uc9c0 \uc81c\uc870\uc9c1\uad70 \ucd9c\uc2e0 \uc0bc\uc131\ub9e8\uc73c\ub85c \uc0bc\uc131\uc804\uc790 \uc0ac\uc7a5\uae4c\uc9c0 \uc62c\ub77c\uc120 \uc778\ubb3c\uc774\ub2e4.<\/p>

\uadf8\ub294 1978\ub144 \uc0bc\uc131\uc804\uc790 \uacf5\ucc44\ub85c \uc785\uc0ac\ud574 \uc0bc\uc131\uc804\uc790 \ubc18\ub3c4\uccb4 \ucd1d\uad04 \uae30\ud765\uacf5\uc7a5\uc7a5 \ubd80\uc0ac\uc7a5\uc744 \uac70\uccd0 2005\ub144 \ubc18\ub3c4\uccb4 \ucd1d\uad04 \uba54\ubaa8\ub9ac\uc81c\uc870\ub2f4\ub2f9 \uc0ac\uc7a5\uc5d0 \uc62c\ub790\ub2e4. \uc774\uc5b4 \uc0bc\uc131\uc804\uc790 \uae30\uc220\ucd1d\uad04 \uc81c\uc870\uae30\uc220 \ub2f4\ub2f9 \uc0ac\uc7a5, \uc0bc\uc131SDI \uc0ac\uc7a5, \uc0bc\uc131LED \uc0ac\uc7a5 \ub4f1\uc744 \uc9c0\ub0c8\ub2e4. \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc758 \uc0b0\uc99d\uc778\uc73c\ub85c \ubd88\ub9ac\ub358 \uae40\uc7ac\uc6b1 \ub300\ud45c\uac00 BNW\uc778\ubca0\uc2a4\ud2b8\uba3c\ud2b8\ub97c \ucc3d\uc5c5\ud55c \uac83\uc740 \uc0c8\ub85c\uc6b4 \ub3c4\uc804\uc774\uc5c8\ub2e4.<\/p>

\uae40 \ub300\ud45c\ub294 “\uc0bc\uc131\uc804\uc790 \uc0ac\uc7a5\uae4c\uc9c0 \ud558\uace0 \uc138\uc0c1\uc5d0 \ub098\uc640 \uadf8\ub3d9\uc548 \ubc1b\uc558\ub358 \uac83\uc744 \uc5b4\ub5bb\uac8c \ub2e4\uc2dc \uc138\uc0c1\uc5d0 \ud658\uc6d0\ud560 \uc218 \uc788\uc744\uae4c \ud558\ub294 \uc0dd\uac01\uc5d0 \ud22c\uc790\uc5c5\uc744 \uacb0\uc815\ud558\uac8c \ub41c \uac83”\uc774\ub77c\uba70 “\ud22c\uc790\ucabd\uc73c\ub85c \uac00\uc7a5 \uba3c\uc800 \uc0dd\uac01\ud55c \uac8c \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \ucabd\uc73c\ub85c \uc6b0\ub9ac\uac00 \uc798 \ud558\uace0 \uc788\ub294\ub370, \ubc18\ub3c4\uccb4 \uc18c\uc7ac \ubd80\ud488 \uc7a5\ube44 \uc5ed\uc2dc \uc6b0\ub9ac\ub3c4 \ubbf8\uad6d \ucc98\ub7fc \uc81c\ub300\ub85c \ub9cc\ub4e4 \uc218 \uc788\uc9c0 \uc54a\uc744\uae4c \ud558\ub294 \uc0dd\uac01\uc774 \uc788\uc5c8\ub2e4”\uace0 \uc124\uba85\ud588\ub2e4.<\/p>

\uc774\uc5d0 BNW\uc778\ubca0\uc2a4\ud2b8\uba3c\ud2b8\ub294 \ubc30\ud130\ub9ac\ub098 \ubc18\ub3c4\uccb4 \ub4f1 \uc8fc\ub85c \uc0b0\uc5c5\uc758 \uc131\uc7a5\uac00\ub3c4\ub97c \ub2ec\ub9ac\uace0 \uc788\ub294 \uae30\uc5c5 \uc911\uc2ec\uc73c\ub85c \ud22c\uc790\ub97c \uc774\uc5b4\uac14\ub2e4. BNW\uc778\ubca0\uc2a4\ud2b8\uba3c\ud2b8\uac00 \uc88b\uc740 \uc131\uacfc\ub97c \ub0b8 \uac83 \uc911 \ud558\ub098\ub294 \uc5d0\ucf54\ud504\ub85c\ube44\uc5e0\uc774\ub2e4. 2016\ub144 \uc801\uc790 \uc0c1\ud0dc\uc600\ub358 \uc5d0\ucf54\ud504\ub85c\ub294 \uc774\ucc28\uc804\uc9c0\uc0ac\uc5c5\ubd80\ub97c \ubb3c\uc801 \ubd84\ud560\ud55c \uc774\ud6c4 SK\uc99d\uad8c PE, \uae30\uc5c5\uc740\ud589PE\uc640 \ud568\uaed8 600\uc5b5\uc6d0\uc744 \ud22c\uc790\ud574 \uc9c0\ubd84 30%\ub97c \ud655\ubcf4\ud588\ub2e4. \uc774\ud6c4 BNW\uc778\ubca0\uc2a4\ud2b8\uba3c\ud2b8\ub294 \ud22c\uc790\uae08\uc758 5\ubc30 \ub2ec\ud558\ub294 \uc218\uc775\uc744 \uc62c\ub9ac\uba70 \uc131\uacf5\uc801\uc73c\ub85c \ud22c\uc790\uae08\uc744 \ud68c\uc218\ud560 \uc218 \uc788\uc5c8\ub2e4. \ud604\uc7ac \uc5d0\ucf54\ud504\ub85c\ube44\uc5e0\uc740 \ucf54\uc2a4\ub2e5\uc2dc\uc7a5\uc5d0\uc11c 2\ucc28\uc804\uc9c0 \ub300\uc7a5\uc8fc\ub85c \uc790\ub9ac\uc7a1\uace0 \uc788\ub2e4.<\/p>

\uae40 \ub300\ud45c\ub294 “2016\ub144 \ub2f9\uc2dc \uc804\uae30\uc790\ub3d9\ucc28 \uc2dc\uc7a5\uc774 \uc5f4\ub9ac\uc9c0 \uc54a\uc558\uc9c0\ub9cc, 2~3\ub144 \ud6c4\ub97c \ub0b4\ub2e4 \ubcf4\uace0 \uc0bc\uc131SDI\uc640 \uad00\uacc4\uc131 \ub4f1\uc744 \ub530\uc838\ubd10 \uc5d0\ucf54\ud504\ub85c\ube44\uc5e0 \ud22c\uc790 \ud310\ub2e8\uc744 \ub0b4\ub838\ub2e4”\uba74\uc11c “\ud22c\uc790\ud68c\uc0ac\ub85c \uc6b0\ub9ac\ub098\ub77c \uc0b0\uc5c5\uc744 \uc880 \ub354 \ub04c\uc5b4\uc62c\ub824 \ud6c4\ub300\uc5d0 \uba39\uace0 \uc0b4 \uc218 \uc788\ub3c4\ub85d \ud55c\uad6d \uc0b0\uc5c5\ubc1c\uc804\uc744 \uc704\ud55c \uae30\uc5c5\ub4e4\uc5d0 \ud22c\uc790\ud55c\ub2e4\ub294 \uac83\uc774 \ud22c\uc790\ucca0\ud559”\uc774\ub77c\uace0 \uac15\uc870\ud588\ub2e4.<\/p>

\"\"<\/figure>

\uae40 \ub300\ud45c\uac00 \ubc30\ud130\ub9ac\uc640 \ubc18\ub3c4\uccb4 \uc18c\ubd80\uc7a5 \ud22c\uc790\uc5d0 \uad00\uc2ec\uc744 \ub450\uace0 \uc788\ub294 \uac83\ub3c4 \ubc14\ub85c \uc774 \ub54c\ubb38\uc774\ub2e4. \uc6b0\ub9ac\ub098\ub77c \uc804\uccb4 \uc218\ucd9c \uc911 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4\uac00 \ucc28\uc9c0\ud558\ub294 \ube44\uc728\uc774 \ud070 \uc0c1\ud669\uc5d0, \ubc30\ud130\ub9ac\ub098 \ubc18\ub3c4\uccb4 \uc18c\ubd80\uc7a5\uacfc \uac19\uc774 \uc0b0\uc5c5\uc758 \uadfc\ubcf8\uc744 \uac15\ud654\ud558\ub294 \uae30\uc5c5\ub4e4\uc744 \ud0a4\uc6b0\uc9c0 \uc54a\uace0\uc120 \ud6c4\ub300\uc5d0 \uba39\uac70\ub9ac\uac00 \uc5c6\uc5b4\uc9c4\ub2e4\ub294 \uac83\uc774\ub2e4.<\/p>

AI\ubc18\ub3c4\uccb4 \uc2dc\uc7a5\uc774 \ube60\ub974\uac8c \ud655\uc0b0\ub418\ub294 \ucd94\uc138\uc640 \uad00\ub828\ud574\uc120 \uc6b0\ub9ac\ub098\ub77c \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \uae30\uc5c5\ub4e4 \uc5ed\uc2dc \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \ucc3e\uc744 \uc218 \uc788\uc744 \uac83\uc774\ub77c\uace0 \uae30\ub300\ud588\ub2e4. \uae40 \ub300\ud45c\ub294 “\uc5d4\ube44\ub514\uc544, AMD, MS, \uad6c\uae00 \ub4f1\uc774 \ud558\ub824\ub294 AI\ubc18\ub3c4\uccb4\uc5d0 \ubc18\ub4dc\uc2dc \ud544\uc218\uc801\uc778 \uac83\uc774 \uba54\ubaa8\ub9ac \ubc18\ub3c4\uccb4”\ub77c\uba70 “\ud2b9\ud788 AI\ubc18\ub3c4\uccb4\uc5d0 \uc788\uc5b4 HBM\uc758 \uacbd\uc6b0 \ube60\ub978 \uc751\ub2f5\uc18d\ub3c4\ub97c \ub0b4\uae30 \uc704\ud574 \ud544\uc218\uc801\uc778\ub370, AI\uc628\ub514\ubc14\uc774\uc2a4 \ud750\ub984\uacfc \ub9de\ubb3c\ub824 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 \ucabd\uc73c\ub85c \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \ucc3e\uc744 \uc218 \uc788\uc744 \uac83”\uc774\ub77c\uace0 \uac15\uc870\ud588\ub2e4.<\/p>

\uc774\uc678\uc5d0\ub3c4 \ub300\ub9cc \ud30c\uc6b4\ub4dc\ub9ac\uc5c5\uccb4 TSMC\uac00 \uc77c\ubcf8 \uad6c\ub9c8\ubaa8\ud1a0\uc5d0 \uacf5\uc7a5\uc744 \uc9d3\ub294 \uac83\uc5d0 \ub300\ud574 \uc6b0\ub9ac\ub098\ub77c \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc5d0 \ud070 \uc704\ud611\uc774 \ub420 \uac83\uc73c\ub85c \uc6b0\ub824\ud588\ub2e4. \uae40 \ub300\ud45c\ub294 \uc774 \uac19\uc740 \ud750\ub984\uc774 \ubc18\ub3c4\uccb4 \uc8fc\ub3c4\uad8c\uc744 \ud55c\uad6d\uacfc \ub300\ub9cc\uc5d0 \ube8f\uae34 \uc77c\ubcf8\uc774 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5 \uc7ac\uac74\ud558\ub824\ub294 \uc758\uc9c0\ub97c \uc5ff\ubcfc \uc218 \uc788\ub294 \ub300\ubaa9\uc73c\ub85c \ud574\uc11d\ud588\ub2e4.<\/p>

\uae40 \ub300\ud45c\ub294 “TSMC\uac00 \uc77c\ubcf8\uc5d0 \uacf5\uc7a5\uc744 \uc9d3\uace0 \uc77c\ubcf8 \uc18c\ubd80\uc7a5\uc5c5\uccb4\uc640 \uc2dc\ub108\uc9c0\ub97c \ub0b8\ub2e4\uba74 \uad6d\ub0b4 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc5d4 \ud070 \uc704\ud611\uc73c\ub85c \ub2e4\uac00\uc62c \uac83”\uc774\ub77c\uba70 “\ucc28\ub7c9\uc6a9 \ubc18\ub3c4\uccb4 \ub4f1 \uc6b0\ub9ac\uac00 \ud30c\uc6b4\ub4dc\ub9ac\ub97c \ud1b5\ud574 \ud574 \ubcf4\uace0 \uc2f6\uc740 \uac83\ub4e4\uc744 \uc2dc\uc791\ub3c4 \ubabb \ud574\ubcf4\uace0 \uc77c\ubcf8\uc73c\ub85c \uc8fc\ub3c4\uad8c\uc774 \ub118\uc5b4\uac08 \uc6b0\ub824\ub3c4 \uc788\ub2e4”\uace0 \ub9d0\ud588\ub2e4.<\/p>

https:\/\/www.newspim.com\/news\/view\/20240221001037<\/a><\/p>","protected":false},"excerpt":{"rendered":"

\uc0bc\uc131 \ubc18\ub3c4\uccb4 \uc0b0\uc99d\uc778 \uae40\uc7ac\uc6b1 BNW\uc778\ubca0\uc2a4\ud2b8\uba3c\ud2b8 \ub300\ud45c \uc778\ud130\ubdf0“AI\ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc131\uc7a5, \uad6d\ub0b4 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4\uc5d0 \uae30\ud68c” 2024-02-21 17:22 “\uc6b0\ub9ac\ub098\ub77c\ub294 \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4 1\uc704\ub97c \ud558\uace0 \uc788\uc9c0\ub9cc, \uac70\uae30\uc5d0 \ub530\ub978 \uc18c\uc7ac\uc640 \ubd80\ud488, \uc7a5\ube44\ub294 \ub300\ubd80\ubd84 \uc77c\ubcf8\uc774\ub098 \uc720\ub7fd, \ubbf8\uad6d\uc5d0\uc11c \uc218\uc785\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba54\ubaa8\ub9ac\ubc18\ub3c4\uccb4\ub97c \ud314\uc544\uc11c \uc774\uc775\uc744 \ub0b8 \ud6c4 \uc124\ube44\ud22c\uc790\uc5d0 \uc218\uc2ed\uc870\ub97c \ud22c\uc790\ud574\ub3c4 \ub2e4\ub978 \ub098\ub77c\uc5d0 \ube8f\uae30\uace0 \uc788\ub294 \uc0c1\ud669\uc774 \ucc38 \uc548\ud0c0\uae5d\uc8e0.” \uae40\uc7ac\uc6b1 BNW\uc778\ubca0\uc2a4\ud2b8\uba3c\ud2b8 \ub300\ud45c\ub294 \uc9c0\ub09c 20\uc77c \uc11c\uc6b8 \uc5ed\uc0bc\ub3d9 BNW\uc778\ubca0\uc2a4\ud2b8\uba3c\ud2b8 \ubcf8\uc0ac\uc5d0\uc11c \uc9c4\ud589\ud55c […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"_links":{"self":[{"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=\/wp\/v2\/posts\/7150"}],"collection":[{"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=7150"}],"version-history":[{"count":1,"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=\/wp\/v2\/posts\/7150\/revisions"}],"predecessor-version":[{"id":7152,"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=\/wp\/v2\/posts\/7150\/revisions\/7152"}],"wp:attachment":[{"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7150"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7150"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.bnwinv.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7150"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}