| Ʒ Ư ũ(valuewalk.com) 2024 4 18 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.
ΰ(AI) ϵ ߿ ܿ ʴ TSMC(NYSE:TSM) 2023 20-F ߴ. ̴ TSMC üӸ ƴ϶ ü 忡 ִ 鿡 ݵü ̺Ʈ.
ִ ݵü Ź (Ŀ帮) TSMC 鿡 ʼ AI ȣȯ ݵüĨ ϰ ִ. TSMC ֽĿ ڶ , Ʈ ֱ TSMC ִ.
4 18 TSMC ֽ ϶ߴ. ǹ̸ ȸ ü Ӹ ƴ϶, ū ƶ . AI ϵ ߴ ֽĽ 밡 Ǹ ٲ ŭ̳ ϶ ִٴ ͵ .
<̹ : TSMC ְ / ڷ : >
TSMC:
4 18 TSMC ֽ ϶ϱ , ̸ . TSMC б ִ ġ ȸϴ پ , 2024 1б ġ ȸϸ鼭 ̾.
, ֱ 7.2 븸 鿡 ü ñ ̴. TSMC 1б ġ ʾҴ ص, 2б ĥ ϴ ڵ ̴.
, TSMC 10ð 70% ̻ , 3 ü ߴ. ̷ , TSMC 2б ּȭ ȴ.
2б TSMC ҽĸ ־ ƴϴ. 4 ̱ (Department of Commerce) ڱ ÷ ݵü ָ Ǵн ִ TSMC ̱ 忡 66 ȹ̶ ǥߴ. ̱ ΰ ̱ AIĨ 꿡 μƼ긦 ֱ ϰ ֱ TSMC ̱ ο ִ.
ٸ TSMC 2024 1б ? ̹ , Ҵ. TSMC 13% 188 7,000 âߴ. 2б , TSMC 196 -204 ϰ ִ. Ұ ߴ ϸ ̴.
, TSMC dz ƴϾ. TSMC CFO Ȳ(Wendell Huang) TSMC 1б Ʈ Ҵµ, ̴ ǻ(high-performance computing: HPC) κ Ǿ١ .
, TSMC 2024 1б 2,254 9,000 Ŵ븸(New Taiwan dollar), ȭ 69 7,000 ߴ. ̴ 8.9% ̸, ֳθƮ 2,154 Ŵ븸 ȸ ̴. ִδ ƮƮ ġ 1.30 ȸ 1.34.
, ̳ á? ̳ ?
ȸ簡 ϸ鼭 Ȳ TSMC 2б ڽ ־ .
״ 2024 2б , 츮 踦 ϰ ִ 츮 3 5 TSMC ϰ ֽϴ. ̷ ȿ Ʈ κ DZ Դϴ١ ߴ.
ٽ , TSMC 2б , TSMC ȸź¼ Ȯ ִ. , ̰ AI ϵ ü 븸ŭ ִٴ ǹϴ ƴϴ. ᱹ, ݵü ۳ ݵü ް ȸϱ ϰ ִ ̴.
4 18( 19) TSMC ֽ ϶ ñϴٸ, Ƹ TSMC AI ݵü忡 ̴. Ư TSMC 2024 ü ݵü 10% ̻ 10% (ǻ ) ũ.
10% ſ ƴ, ١ . Ư 1 Ҿ AI ݵü 10% ̻ ƴ .
ֱ TSMC ϶ ġ ʹ , AI ϵ ֽĵ ʹ ʹ ÷ȴٴ ȣ ִ. ұϰ, TSMC λ б , 2б-- dz̵ ƴϵ -dz ߵ ִٸ TSMC ֽ Ϻ ϴ ͵ ̴. <>
* ó: ̺ Ƶ(David Moadel), ĮϽƮ, "Taiwan Semiconductor Stock: Chipmaker Warns of Muted Industry Growth," 2024 4 18, https://www.valuewalk.com/taiwan-semiconductor-warns-muted-industry-growth/
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