TSMC의 강력한 성능과 글로벌 확장 전략

### 칩 업계의 어려움 속에서도 TSMC의 강력한 시장 지위와 성장 전망
* 📈 대만 반도체 제조업체인 TSMC의 미국 상장 주가가 **1997년 이후 최고치**를 기록하면서 시장의 강한 신뢰를 반영해 화제가 되고 있습니다.
* 💰 2024년 매출 성장 전망은 **달러 기준으로 약 30% 상향 조정**되어 칩 산업에 긍정적인 궤도를 그릴 것으로 예상됩니다.
* 🔍 TSMC는 필수 고성능 GPU를 생산하는 선도적인 위탁 제조업체로서 **하드웨어 및 칩 생산에 대한 이전의 불안감**을 해소하는 데 앞장서고 있습니다.
* 📊 칩 업계의 주문량이 예상보다 낮다는 우려스러운 ASML 보고서가 나온 후, **TSMC의 실적 호조는 AI 기술에 대한 끊임없는 수요**에 대해 투자자들을 안심시켰습니다.
* 💬 C.C. 웨이 CEO는 최근 실적 발표에서 **"수요는 진짜"**라며 수요의 강세를 강조했고, 이는 TSMC의 시장 입지에 대한 자신감을 강화했습니다.
* 🌍 또한 TSMC는 대만뿐만 아니라 미국, 일본, 유럽을 포함한 전 세계에 제조 공장을 건설하는 데 중점을 두고 **2025년 자본 지출 전망을 늘리고 있습니다.**
* 🏭 이러한 생산 전략의 변화는 각국이 현지 칩 생산을 확보하기 위해 노력하면서 **코로나19 팬데믹 기간 동안 발생한 공급망 차질**에 대응하기 위한 것입니다.
* 🤝 전 세계적으로 제조 역량을 확장하려는 TSMC의 노력은 **증가하는 칩 수요**를 충족하는 동시에 국내 시장을 지원하기 위한 중요한 움직임으로 여겨집니다.

TSMC는 업계의 불확실성 속에서도 매출 전망을 높이고 글로벌 칩 생산량을 확대하며 지배력을 입증했습니다.

TSMC is our top story. Taiwan Semiconductor Manufacturing. These are the ads. The US-listed shares. They are big. In fact, the shares are trading at their highest level since 1997 when they first started trading in the United States. The outlook for revenue growth for 2024 is boosted about 30% in dollar terms. And the big picture is that we kind of feel better about the outlook for the chip industry in general. Why TSMC is the contract manufacturer to the world. They make the most important chips that we care about, namely those high-performance GPUs in the context and post-ASML. We had a lot of anxiety around hardware and chip making, but doesn't seem like it's there right now because Bloomberg's Peter Strong can join us from London for more. And Peter, just give us that context of what TSMC manages to prove to the market. That really echoing in video, the demand is insatiable. That's right.

Caroline, as you alluded to, all eyes were on TSMC after this ASML report. The Dutch equipment company came out and said that bookings in the chip industry were only about half of what analysts had been expecting. And that really startled the industry. Nvidia's stock was down, and everybody was wondering who was the weak player in the industry, which company is which chip company is struggling. And now we know it's not TSMC. TSMC has done very, very well here. They boosted their guidance, they beat earnings estimates, and they reassured the market really that demand for AI in particular is very, very strong at this point. C.C. Wei, the CEO, got a lot of questions in the call after results about that, and he said that the demand is real. He called it in saying at one point he said it's very, very strong at this point. So that's there's a reassurance play.

that's going on here, too. Peter, TSMC boosted its capital expenditures outlook for 2025. Why is that important? Well, it's partly important because ASML is the company that sells the chip-making machines to all these companies. TSMC is the most advanced producer of these chips. And so there is a question about who's going to buy these machines from ASML and then others in the industry. We know that a couple of the key players are struggling right now. Intel and Samsung are both having quite a bit of trouble. TSMC appears to be doing very well, partly because of it in video. They also supply the chips to Apple, which is trying to sell its phones in part because of their A.I. capabilities. So we're seeing this bifurcation in the market right now where you have some weak players, some struggling quite a bit, and then you have some like TSMC, like in video, like S.K.

Hynix in Korea too, that are doing very well, and TSMC committing to capital expenditure globally. Right. They're going to be building out manufacturing, not just in Asia where you usually sit. That's a very important point. For many decades, TSMC only produced its chips within Taiwan. It felt it was easier to kind of concentrate all its production in one place. And over the past few years, we've seen that business model really evolve, where they've been asked by the U.S., by Europe, by Japan to build these chip-making plants in their domestic markets, partly because of the supply chain shocks that we saw during the COVID pandemic. All these countries want to make sure that they can get those chips. TSMC is the best chip maker out there, so they want TSMC to come to the United States, to Japan, to Europe and beyond to try to make those chips and make sure that they're being produced locally.

So far, that model seems to be working pretty well.

TSMC Forecasts Lifts Chips

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TSMC의 강력한 성과와 칩 산업에 미치는 영향

TSMC의 미국 상장 주가는 1997년 이후 최고치를 기록했으며, 2024년 매출 성장 전망치는 30% 상승했습니다.

이 회사는 업계의 어려움 속에서도 수익 추정치를 상회하고 가이던스를 상향 조정하며 회복력을 입증했습니다.

TSMC의 CEO는 AI에 대한 강력한 수요로 시장을 안심시키며 칩 제조에서 회사의 중요한 역할을 강조했습니다.

TSMC의 자본 지출 증가 및 글로벌 확장

TSMC는 2025년 자본 지출 전망을 상향 조정했는데, 이는 칩 제조 업계에서 중요한 의미를 갖습니다.

인텔과 삼성과 같은 주요 업체들이 어려움을 겪고 있는 동안 이 회사는 번창하고 있습니다.

미국, 유럽, 일본의 요청에 힘입어 전 세계로 확장하고 있는 TSMC는 국내 시장에 칩 제조 공장을 건설하고 공급망 문제를 해결하는 것을 목표로 하고 있습니다.

이 모델은 작업을 잘 수행해 왔습니다.

정확한 요약을 제공하는 데 있어 일관성과 신뢰성을 보여주었습니다.

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