{"id":55629,"date":"2026-06-23T10:10:48","date_gmt":"2026-06-23T02:10:48","guid":{"rendered":"https:\/\/ljdevice.com.tw\/?p=55629"},"modified":"2026-06-23T10:10:48","modified_gmt":"2026-06-23T02:10:48","slug":"%ed%8a%b8%eb%9f%bc%ed%94%84-%ec%95%a0%ed%94%8c-%ec%9d%b8%ed%85%94-%eb%af%b8%ea%b5%ad%ec%84%9c-%ec%b9%a9-%ec%83%9d%ec%82%b0-%ed%95%a9%ec%9d%98%ec%9d%b8%ed%85%94-%ec%9d%b4%ec%84%9d%ed%9d%ac","status":"publish","type":"post","link":"https:\/\/ljdevice.com.tw\/ko\/%ed%8a%b8%eb%9f%bc%ed%94%84-%ec%95%a0%ed%94%8c-%ec%9d%b8%ed%85%94-%eb%af%b8%ea%b5%ad%ec%84%9c-%ec%b9%a9-%ec%83%9d%ec%82%b0-%ed%95%a9%ec%9d%98%ec%9d%b8%ed%85%94-%ec%9d%b4%ec%84%9d%ed%9d%ac\/","title":{"rendered":"\ud2b8\ub7fc\ud504 “\uc560\ud50c-\uc778\ud154, \ubbf8\uad6d\uc11c \uce69 \uc0dd\uc0b0 \ud569\uc758”\u2026\uc778\ud154, \uc774\uc11d\ud76c \uc804 \ud558\uc774\ub2c9\uc2a4 \ub300\ud45c \uc601\uc785"},"content":{"rendered":"

2026.06.19 <\/p>\n

\ub3c4\ub110\ub4dc \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \uc560\ud50c\uacfc \uc778\ud154\uc758 \ubbf8\uad6d \ub0b4\u00a0\ubc18\ub3c4\uccb4\u00a0\uc124\uacc4\u00b7\uc0dd\uc0b0\u00a0\ud569\uc758 \uc0ac\uc2e4\uc744 \ubc1d\ud788\uba70 \uc790\uad6d\uc758 \ubc18\ub3c4\uccb4 \uc81c\uc870 \ubd80\ud765 \uc804\ub7b5\uc5d0 \ud798\uc744 \uc2e4\uc5c8\ub2e4.<\/p>\n

\ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 19\uc77c(\ud604\uc9c0\uc2dc\uac04) \ud2b8\ub8e8\uc2a4\uc18c\uc15c\uc744 \ud1b5\ud574 “\uacfc\uac70\uc758 \uba4d\uccad\ud55c \ub300\ud1b5\ub839\ub4e4\uc740 \ub300\ub9cc\uacfc \ub2e4\ub978 \ub098\ub77c\ub4e4\uc774 \uc6b0\ub9ac\uc758 \ubc18\ub3c4\uccb4 \uacf5\uc7a5\uc744 \uac00\uc838\uac00\ub3c4\ub85d \ub0b4\ubc84\ub824\ub480\ub2e4”\ub77c\uba70 “\ud558\uc9c0\ub9cc, \uc774\uc81c \uc560\ud50c\uc740 \uc778\ud154\uacfc \ud611\ub825\ud574 \ubbf8\uad6d\uc5d0\uc11c \uce69\uc744 \uc124\uacc4\ud558\uace0 \uc0dd\uc0b0\ud558\uae30\ub85c \ud569\uc758\ud588\ub2e4”\ub77c\uace0 \ubc1d\ud614\ub2e4.<\/p>\n

\uc774\ubc88 \ud611\ub825\uc774 \ubbf8\uad6d\uc758\u00a0\ubc18\ub3c4\uccb4 \uc81c\uc870 \uc5ed\ub7c9 \uac15\ud654\ub97c \uc704\ud55c \ud589\uc815\ubd80\uc758 \ub178\ub825 \ub54c\ubb38\ub77c\uace0 \uac15\uc870\ud588\ub2e4. \ub610\u00a0\uc5d4\ube44\ub514\uc544\uc640 \ud14c\uc2ac\ub77c\uc758 \uc778\ud154 \ud30c\uc6b4\ub4dc\ub9ac \ud65c\uc6a9\uc744 \uc9c0\uc6d0\ud55c \ub370 \uc774\uc5b4 \uc560\ud50c\uacfc\uc758 \ud611\ub825\ub3c4 \uc131\uc0ac\uc2dc\ucf30\ub2e4\uace0 \uc8fc\uc7a5\ud588\ub2e4.<\/p>\n

\uc55e\uc11c \uc9c0\ub09c 5\uc6d4\uc5d0\ub294\u00a0\uc778\ud154\uc774 \uc560\ud50c \uae30\uae30\uc5d0 \uc0ac\uc6a9\ub418\ub294 \uc77c\ubd80 \uce69\uc744 \uc81c\uc870\ud558\ub294 \uac83\uc5d0 \ub300\ud55c \uc608\ube44 \uacc4\uc57d(Preliminary Agreement)\uc744 \uccb4\uacb0\ud588\ub2e4\ub294 \ubcf4\ub3c4\uac00 \ub4f1\uc7a5\ud55c \ubc14 \uc788\ub2e4. \ub2f9\uc2dc \uc591\uc0ac\ub294 \uc774\uc5d0 \ub300\ud55c \uc785\uc7a5\uc744 \ub0b4\ub193\uc9c0\ub294 \uc54a\uc558\ub2e4.<\/p>\n

\uc774\ud6c4 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc774 \uc774\ub97c \ucc98\uc74c\uc73c\ub85c \ud655\uc778\ud55c \uc148\uc774\ub2e4. \ubbf8\uad6d \uc815\ubd80\ub294 \ud604\uc7ac \uc778\ud154 \uc9c0\ubd84 10%\ub97c \ubcf4\uc720\ud558\uace0 \uc788\uc73c\uba70, \ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\ub294 \uadf8\ub3d9\uc548 \uc778\ud154\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5 \uc721\uc131\uc744 \uc801\uadf9 \uc9c0\uc6d0\ud574 \uc654\ub2e4.<\/p>\n

\uc774\ub0a0\uc5d0\ub3c4 \uc591\uc0ac\ub294 \ub17c\ud3c9\uc744 \ub0b4\ub193\uc9c0\ub294 \uc54a\uc558\ub2e4.\u00a0\ub610\u00a0\ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc740 \uc778\ud154\uc774 \uc5b4\ub5a4 \uce69\uc744 \uc0dd\uc0b0\ud560\u00a0\uac83\uc778\uc9c0\uc5d0 \ub300\ud574\uc11c\ub294 \uad6c\uccb4\uc801\uc73c\ub85c \uc5b8\uae09\ud558\uc9c0 \uc54a\uc558\ub2e4.<\/p>\n

\uc804\ubb38\uac00\ub4e4\uc740 \uc774\ubc88 \uacc4\uc57d\uc774 \uc778\ud154\uc5d0 \uc0c1\ub2f9\ud55c \ud638\uc7ac\uac00 \ub420 \uac83\uc73c\ub85c \ubcf4\uace0 \uc788\ub2e4. \uc560\ud50c\uc740 \uc138\uacc4 \ucd5c\ub300 \uc804\uc790\uae30\uae30 \uc5c5\uccb4 \uc911 \ud558\ub098\ub85c, \uc548\uc815\uc801\uc778 \uc218\uc694 \ud655\ubcf4\ub294 \uc778\ud154\uc758 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5 \uc2e0\ub8b0\ub3c4\uc640 \ub9e4\ucd9c \ud655\ub300\uc5d0 \ud070 \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\ub2e4. \uc778\ud154\uc740 \uc138\uacc4 \ucd5c\ub300 \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4\uc778 TSMC\uc640\uc758 \uaca9\ucc28\ub97c \uc904\uc774\uae30 \uc704\ud574 \uace0\uac1d \ud655\ubcf4\uc5d0 \uc8fc\ub825\ud558\uace0 \uc788\ub2e4.<\/p>\n

\uc560\ud50c \uc785\uc7a5\uc5d0\uc11c\ub3c4 \uacf5\uae09\ub9dd \ub2e4\ubcc0\ud654\ub77c\ub294 \uc774\uc810\uc774 \uc788\ub2e4. \ud604\uc7ac \uc560\ud50c\uc758 \uc790\uccb4 \uc124\uacc4 \uce69\uc740 \ub300\ubd80\ubd84 TSMC\uac00 \uc0dd\uc0b0\ud558\uace0 \uc788\uc9c0\ub9cc, AI \ubc18\ub3c4\uccb4 \uc218\uc694 \uae09\uc99d\uc73c\ub85c \uc5d4\ube44\ub514\uc544\uc640 AMD \ub4f1\uc774 \ucca8\ub2e8 \uc0dd\uc0b0 \ub2a5\ub825\uc744 \ub300\uac70 \ud655\ubcf4\ud558\uba74\uc11c TSMC\uc758 \uc0dd\uc0b0 \uc5ec\ub825\uc774 \ube60\ub4ef\ud574\uc9c4 \uc0c1\ud0dc\ub2e4. \uc774\uc5d0 \ub530\ub77c \uc560\ud50c\uc774 \uc77c\ubd80 \uc81c\ud488\uad70\uc5d0\uc11c \uc778\ud154\uc744 \uc81c2\uc758 \uc0dd\uc0b0 \ud30c\ud2b8\ub108\ub85c \ud65c\uc6a9\ud560 \uac00\ub2a5\uc131\uc774 \uc81c\uae30\ub3fc \uc654\ub2e4.<\/p>\n

\ub610 \uc560\ud50c\uc774 2020\ub144 \uc790\uccb4 \uc124\uacc4\ud55c M \uc2dc\ub9ac\uc988 \uce69\uc73c\ub85c \uc804\ud658\ud55c \uc774\ud6c4\uc5d0\ub3c4, \uc0dd\uc0b0\uc740 \uc5ec\uc804\ud788 TSMC\uc5d0 \uc758\uc874\ud574 \uc654\ub2e4\ub294 \uc810\uc5d0 \uc8fc\ubaa9\ud558\uace0 \uc788\ub2e4. \ub530\ub77c\uc11c \uc774\ubc88 \ud611\ub825\uc774 \uc131\uc0ac\ub418\ub354\ub77c\ub3c4 \uc778\ud154\uc774 \uc560\ud50c\uc6a9 \ud504\ub85c\uc138\uc11c\ub97c \uc9c1\uc811 \uc124\uacc4\ud558\ub294 \ud615\ud0dc\uac00 \uc544\ub2c8\ub77c, \uc560\ud50c\uc774 \uc124\uacc4\ud55c \uce69\uc744 \uc704\ud0c1 \uc0dd\uc0b0\ud558\ub294 \ud30c\uc6b4\ub4dc\ub9ac \uacc4\uc57d\uc774 \ub420 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n

\uc77c\ubd80 \uc804\ub9dd\uc5d0 \ub530\ub974\uba74, \uc560\ud50c\uc740 \uc778\ud154\uc758 18A-P \uacf5\uc815\uc744 \ud65c\uc6a9\ud55c \ucc28\uc138\ub300 M7 \uce69\uc744 2027\ub144 \ub9d0\ubd80\ud130 \uc0dd\uc0b0\ud558\uace0, \uc774\ud6c4 \uc77c\ubd80 \uc544\uc774\ud3f0\uc6a9 \uce69\uc5d0\ub3c4 \uc778\ud154 \uacf5\uc815\uc744 \uc801\uc6a9\ud558\ub294 \ubc29\uc548\uc744 \uac80\ud1a0\ud558\uace0 \uc788\ub294 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4.<\/p>\n

\ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 \ubc1c\ud45c \uc9c1\ud6c4 \ud22c\uc790\uc790\ub4e4\uc740 \uae0d\uc815\uc801\uc73c\ub85c \ubc18\uc751\ud588\ub2e4. \uc778\ud154 \uc8fc\uac00\ub294 \uc7a5\uc911 \ucd5c\ub300 10% \uac00\uae4c\uc774 \uc0c1\uc2b9\ud588\uc73c\uba70, \ucd5c\uadfc 1\ub144 \ub3d9\uc548 460% \uc774\uc0c1 \uae09\ub4f1\ud55c \uc0c1\uc2b9\uc138\ub97c \uc774\uc5b4\uac14\ub2e4. \uc560\ud50c \uc8fc\uac00\ub3c4 \uc18c\ud3ed \uc0c1\uc2b9\ud588\ub2e4.<\/p>\n

\ud55c\ud3b8, \uc778\ud154\uc740 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5 \uacbd\uc7c1\ub825 \uac15\ud654\uc5d0\ub3c4 \uc18d\ub3c4\ub97c \ub0b4\uace0 \uc788\ub2e4. \uc774\ub0a0 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uc0ac\uc5c5 \ud655\ub300\ub97c \ucd1d\uad04\ud560 \uc778\ubb3c\ub85c \ubc18\ub3c4\uccb4 \uc5c5\uacc4 \ubca0\ud14c\ub791\uc778 \uc774\uc11d\ud76c \uc804 SK\ud558\uc774\ub2c9\uc2a4\u00b7SK\uc628 \ub300\ud45c\ub97c \uc218\uc11d \ubd80\uc0ac\uc7a5(EVP)\uc73c\ub85c \uc601\uc785\ud588\ub2e4\uace0 \ubc1c\ud45c\ud588\ub2e4.<\/p>\n

\uc774\uc11d\ud76c \uc2e0\uc784 \uc218\uc11d \ubd80\uc0ac\uc7a5\uc740 \ub9bd\ubd80 \ud0c4 CEO\uc5d0\uac8c \uc9c1\uc811 \ubcf4\uace0\ud558\uba70 \ucca8\ub2e8 \ud328\ud0a4\uc9d5, \uc2dc\uc2a4\ud15c \ud1b5\ud569, \ud6c4\uacf5\uc815 \uae30\uc220 \uac1c\ubc1c \ubc0f \uc0dd\uc0b0 \uc804\ubc18\uc744 \ub2f4\ub2f9\ud558\uac8c \ub41c\ub2e4. \ucd5c\uadfc \uc5ec\ub7ec \uac1c\uc758 \uce69\uc744 \ud558\ub098\uc758 \ud328\ud0a4\uc9c0\ub85c \uacb0\ud569\ud574 \uc131\ub2a5\uc744 \ub192\uc774\ub294 \ucca8\ub2e8 \ud328\ud0a4\uc9d5 \uae30\uc220\uc774 AI \ubc18\ub3c4\uccb4 \uacbd\uc7c1\ub825\uc758 \ud575\uc2ec \uc694\uc18c\ub85c \ub5a0\uc624\ub974\uba70,\u00a0\uc778\ud154\ub3c4 \uad00\ub828 \uc5ed\ub7c9 \uac15\ud654\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\ub2e4.<\/p>\n

\uc55e\uc11c 4\uc6d4\uc5d0\ub3c4 \uc0bc\uc131\uc804\uc790 \ud30c\uc6b4\ub4dc\ub9ac \ucd9c\uc2e0\uc758 \uc200 \ud55c\uc744 \uc601\uc785\ud588\uc73c\uba70, \uac19\uc740 \ub2ec \ucc28\uc138\ub300 14A \uacf5\uc815\uc758 \uccab \ub300\ud615 \uace0\uac1d\uc73c\ub85c \ud14c\uc2ac\ub77c\ub97c \ud655\ubcf4\ud558\ub294 \ub4f1 \ud30c\uc6b4\ub4dc\ub9ac \uc0ac\uc5c5 \ud655\ub300\uc5d0 \uc801\uadf9 \ub098\uc11c\uace0 \uc788\ub2e4. \ud604\uc7ac 18A\uc640 14A \uacf5\uc815\uc758 \uc591\uc0b0 \uc900\ube44\ub97c \uac00\uc18d\ud558\uba70 TSMC\uc640\uc758 \uaca9\ucc28\ub97c \uc904\uc774\uae30 \uc704\ud55c \ud589\ubcf4\ub97c \uc774\uc5b4\uac00\uace0 \uc788\ub2e4.<\/p>\n

\ucd9c\ucc98 :\ud2b8\ub7fc\ud504 “\uc560\ud50c-\uc778\ud154, \ubbf8\uad6d\uc11c \uce69 \uc0dd\uc0b0 \ud569\uc758”\u2026\uc778\ud154, \uc774\uc11d\ud76c \uc804 \ud558\uc774\ub2c9\uc2a4 \ub300\ud45c \uc601\uc785 < \uc0b0\uc5c5\uc77c\ubc18 < AI\uc0b0\uc5c5 < \uae30\uc0ac\ubcf8\ubb38 – AI\ud0c0\uc784\uc2a4<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

2026.06.19<\/p>\n","protected":false},"author":7,"featured_media":54427,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[182],"tags":[],"class_list":["post-55629","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-182"],"_links":{"self":[{"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/posts\/55629","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/comments?post=55629"}],"version-history":[{"count":1,"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/posts\/55629\/revisions"}],"predecessor-version":[{"id":55630,"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/posts\/55629\/revisions\/55630"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/media\/54427"}],"wp:attachment":[{"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/media?parent=55629"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/categories?post=55629"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ljdevice.com.tw\/ko\/wp-json\/wp\/v2\/tags?post=55629"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}