{"id":2817,"date":"2026-10-16T00:45:20","date_gmt":"2026-10-15T15:45:20","guid":{"rendered":"https:\/\/onepress.co.kr\/?post_type=briefing&p=2817"},"modified":"2026-10-16T00:47:07","modified_gmt":"2026-10-15T15:47:07","slug":"2026-10-16-tsmc-quarter-ko","status":"publish","type":"briefing","link":"https:\/\/onepress.co.kr\/index.php\/briefing\/2026-10-16-tsmc-quarter-ko\/","title":{"rendered":"TSMC 3\ubd84\uae30 \uc21c\uc774\uc775 68.7% \uc99d\uac00\u2026\ubb34\uc5c7\uacfc \ube44\uad50\ud55c \uc218\uce58\uc77c\uae4c"},"content":{"rendered":"

2026-10-16 00:45:20 KST<\/strong><\/p>\n

TSMC\ub294 10\uc6d4 15\uc77c \ubc1c\ud45c\ud55c 2026\ub144 3\ubd84\uae30 \uc2e4\uc801\uc5d0\uc11c \uc21c\uc774\uc775\uc774 \uc804\ub144 \uac19\uc740 \uae30\uac04\ubcf4\ub2e4 68.7% \ub298\uc5c8\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc774\ub294 \ud55c \uae30\uc5c5\uc758 7~9\uc6d4 \uc5f0\uacb0 \uc2e4\uc801\uc774\uba70, \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc804\uccb4 \uc131\uc7a5\ub960\uc774\ub098 \uc55e\uc73c\ub85c\uc758 \ud22c\uc790 \uc218\uc775\uc744 \ub098\ud0c0\ub0b4\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc5bc\ub9c8\ub97c \ubc8c\uc5c8\uace0 \ubb34\uc5c7\uacfc \ube44\uad50\ud588\ub098<\/h2>\n

\ubd84\uae30 \ub9e4\ucd9c\uc740 \uc57d 1\uc8704,942\uc5b5 \ub300\ub9cc\ub2ec\ub7ec, \uc21c\uc774\uc775\uc740 \uc57d 7,631\uc5b5 \ub300\ub9cc\ub2ec\ub7ec\uc785\ub2c8\ub2e4. \ub9e4\ucd9c\uc740 \uc804\ub144 \ub3d9\uae30\ubcf4\ub2e4 50.9% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc9c1\uc804\uc778 2026\ub144 2\ubd84\uae30\uc640 \ube44\uad50\ud558\uba74 \ub9e4\ucd9c\uc740 17.6%, \uc21c\uc774\uc775\uc740 8.0% \ub298\uc5c8\uc2b5\ub2c8\ub2e4. \uac19\uc740 \uc21c\uc774\uc775\uc5d0\ub3c4 68.7%\uc640 8.0%\ub77c\ub294 \uc22b\uc790\uac00 \ubd99\ub294 \uac83\uc740 \ube44\uad50 \ub300\uc0c1\uc774 \ub2e4\ub974\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc804\ub144\uacfc \uc804\ubd84\uae30\ub97c \uc11e\uc73c\uba74 \ubcc0\ud654 \uc18d\ub3c4\ub97c \uacfc\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

2\ub098\ub178 8%\ub294 \uce69 \uac1c\uc218 \ube44\uc728\uc77c\uae4c<\/h2>\n

\ud68c\uc0ac \ubc1c\ud45c\uc5d0\uc11c 2\ub098\ub178 \uacf5\uc815\uc740 \uc6e8\uc774\ud37c \ub9e4\ucd9c\uc758 8%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. 3\ub098\ub178\ub294 33%, 5\ub098\ub178\ub294 28%, 7\ub098\ub178\ub294 10%\uc785\ub2c8\ub2e4. \uc774\ub4e4\uc744 \ud569\uce5c 7\ub098\ub178 \uc774\ud558 \ucca8\ub2e8 \uacf5\uc815\uc758 \ube44\uc911\uc774 79%\uc785\ub2c8\ub2e4. \ubd84\ubaa8\ub294 \uc6e8\uc774\ud37c \ub9e4\ucd9c\ub85c, \uc0dd\uc0b0\ud55c \ubaa8\ub4e0 \uce69\uc758 \uac1c\uc218\ub098 \uc138\uacc4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc791\uc740 \uc22b\uc790\uc758 \uacf5\uc815\uba85\uc774 \ub354 \ubbf8\uc138\ud55c \uae30\uc220 \uc138\ub300\ub97c \uac00\ub9ac\ud0a4\uc9c0\ub9cc \uc774 \ube44\uc911\ub9cc\uc73c\ub85c \uac1c\ubcc4 \uc81c\ud488\uc758 \uc131\ub2a5 \ud5a5\uc0c1\ub960\uc744 \uacc4\uc0b0\ud560 \uc218\ub3c4 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n

\"TSMC
\uc8fc\uc81c\ub97c \uc124\uba85\ud558\ub294 AI \uc0dd\uc131 \uc774\ubbf8\uc9c0\uc774\uba70 \uc2e4\uc81c \ud604\uc7a5 \uc0ac\uc9c4\uc774\ub098 \uc815\ud655\ud55c \uac74\ucd95\u00b7\uad00\uce21\u00b7\uc2e4\ud5d8 \uc790\ub8cc\uc758 \uc7ac\ud604\uc774 \uc544\ub2d9\ub2c8\ub2e4.<\/figcaption><\/figure>\n

\ub3c5\ub9bd \ubcf4\ub3c4\ub294 \ubb34\uc5c7\uc744 \ub354 \ud655\uc778\ud588\ub098<\/h2>\n

Reuters\ub294 \ud68c\uc0ac \ubc1c\ud45c\uc640 \ubcc4\ub3c4\ub85c \uc21c\uc774\uc775\uc774 \uc2dc\uc7a5 \uc608\uc0c1\uce58\ub97c \ub118\uc5c8\ub2e4\uace0 \ubcf4\ub3c4\ud558\uba70 AI \ud504\ub85c\uc138\uc11c \uc218\uc694\ub97c \ubc30\uacbd\uc73c\ub85c \uc124\uba85\ud588\uc2b5\ub2c8\ub2e4. \ub2e4\ub9cc \uc774\ubc88 \uc2e4\uc801\ud45c\uac00 AI \uad00\ub828 \ub9e4\ucd9c\ub9cc\uc744 \ubd84\ub9ac\ud574 \uc81c\uc2dc\ud55c \uac83\uc740 \uc544\ub2d9\ub2c8\ub2e4. \ubaa8\ub4e0 \ub9e4\ucd9c \uc99d\uac00\ub97c AI \ud558\ub098\uc758 \ud6a8\uacfc\ub85c \uacc4\uc0b0\ud560 \uc218\ub294 \uc5c6\uc2b5\ub2c8\ub2e4. \ud68c\uc0ac\uc758 \uc218\uc775\uc131\uacfc \uc804\uccb4 \uc0b0\uc5c5 \uc218\uc694\ub294 \uad00\ub828\ub418\uc9c0\ub9cc \uac19\uc740 \uc9c0\ud45c\uac00 \uc544\ub2c8\ub77c\ub294 \uc810\uc774 \uc774 \uc2e4\uc801\uc744 \uc77d\ub294 \ud575\uc2ec\uc785\ub2c8\ub2e4.<\/p>\n

\ub2e4\uc74c \ud655\uc778\uc740 \uc2e4\uc801\uacfc \uc804\ub9dd\uc744 \ub098\ub204\ub294 \uc77c<\/h2>\n

\ud68c\uc0ac\uc758 \ub2e4\uc74c \ubd84\uae30 \uc804\ub9dd\uc740 \uc774\ubbf8 \ub05d\ub09c 3\ubd84\uae30 \uc2e4\uc801\uacfc \ub2e4\ub985\ub2c8\ub2e4. \uc55e\uc73c\ub85c\uc758 \uacf5\uc815\ubcc4 \ub9e4\ucd9c \ube44\uc911\uacfc \uc2e4\uc81c \ub2e4\uc74c \ubd84\uae30 \uacb0\uacfc\ub97c \ud655\uc778\ud574\uc57c \uc218\uc694\uac00 \uc5b4\ub5bb\uac8c \uc774\uc5b4\uc84c\ub294\uc9c0 \uc54c \uc218 \uc788\uc2b5\ub2c8\ub2e4. SEC \uc81c\ucd9c \uc790\ub8cc\ub294 3\ubd84\uae30 \uc218\uce58\uac00 \uc544\uc9c1 \uc774\uc0ac\ud68c \uc2b9\uc778\uc744 \ubc1b\uc9c0 \uc54a\uc558\ub2e4\ub294 \uc8fc\uc11d\ub3c4 \ub2ec\uc558\uc2b5\ub2c8\ub2e4. \uacf5\uc2dd\u00b7SEC\u00b7Reuters \ud398\uc774\uc9c0\uc758 \uc9c1\uc811 \uc811\uc18d\uc740 \uc81c\ud55c\ub3fc \uac80\uc0c9 \ub3c4\uad6c\uac00 \uc81c\uacf5\ud55c \uc6d0\ubb38\uc744 \ub300\uc870\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uae00\uc740 \uc8fc\uac00\ub098 \ud658\uc728\uc744 \uc608\uce21\ud558\uc9c0 \uc54a\uc73c\uba70, \ub2e4\ub978 \ud1b5\ud654\ub85c \ud658\uc0b0\ud55c \uae08\uc561\ub3c4 \uc11e\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc6d0\uc790\ub8cc\uc640 \ub3c5\ub9bd \ud655\uc778<\/h2>\n

\ud68c\uc0ac \uc6d0\uc790\ub8cc: \uc804\ub144\/\uc804\ubd84\uae30\u00b7\ub9e4\ucd9c\u00b7\uc21c\uc775\u00b7\uc6e8\uc774\ud37c \ub9e4\ucd9c \ube44\uc911. \uc9c1\uc811403, \uac80\uc0c9 \uc81c\uacf5 \uacf5\uc2dd \ubcf8\ubb38 \ub300\uc870: TSMC: Third Quarter 2026 release<\/a><\/p>\n

\uc81c\ucd9c \uc6d0\uc790\ub8cc: \uc0c1\uc138\ud45c\u00b7\uc774\uc0ac\ud68c \ubbf8\uc2b9\uc778 \uc8fc\uc11d. \uc9c1\uc811403, \uac80\uc0c9 \uc81c\uacf5 \uc6d0\ubb38 \ub300\uc870: SEC: TSMC 3Q26 filed release<\/a><\/p>\n

\ub3c5\ub9bd \ucde8\uc7ac: \uc21c\uc775\u00b7\uc608\uc0c1\uce58 \ube44\uad50\u00b7AI \uc218\uc694 \ubc30\uacbd. \uc9c1\uc811403, \uac80\uc0c9 \uc81c\uacf5 \uae30\uc0ac \ubcf8\ubb38 \ub300\uc870: Reuters: Wen-Yee Lee and Ben Blanchard, 15 October 2026<\/a><\/p>\n

\ub2e4\ub978 \uc5b8\uc5b4\ub85c \uc77d\uae30<\/h2>\n

\ud55c\uad6d\uc5b4<\/a> \u00b7 English<\/a> \u00b7 Espa\u00f1ol<\/a> \u00b7 \u65e5\u672c\u8a9e<\/a> \u00b7 Ti\u1ebfng Vi\u1ec7t<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

10\uc6d4 15\uc77c \ubc1c\ud45c\ud55c 7~9\uc6d4 \uc2e4\uc801\uc774\ub2e4. \uc804\ub144 \ub300\ube44 \uc774\uc775 \uc99d\uac00\uc728\uacfc \uc6e8\uc774\ud37c \ub9e4\ucd9c\uc758 \uacf5\uc815\ubcc4 \ube44\uc911\uc744 \uc804\uccb4 \ubc18\ub3c4\uccb4 \uc2dc\uc7a5 \uc131\uc7a5\ub960\ub85c \uc77d\uc5b4\uc11c\ub294 \uc548 \ub41c\ub2e4.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":[],"class_list":["post-2817","briefing","type-briefing","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/briefing\/2817","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/briefing"}],"about":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/types\/briefing"}],"wp:attachment":[{"href":"https:\/\/onepress.co.kr\/index.php\/wp-json\/wp\/v2\/media?parent=2817"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}