{"id":39730,"date":"2026-01-26T19:53:59","date_gmt":"2026-01-27T00:53:59","guid":{"rendered":"https:\/\/koreatimesphila.com\/?p=39730"},"modified":"2026-01-26T19:54:01","modified_gmt":"2026-01-27T00:54:01","slug":"ms-%ec%b2%ab-%ec%83%81%ec%9a%a9%ed%99%94-ai%ec%b9%a9-%eb%a7%88%ec%9d%b4%ec%95%84200-%ea%b3%b5%ea%b0%9c%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%ec%9d%98%ec%a1%b4-%ed%83%88","status":"publish","type":"post","link":"https:\/\/koreatimesphila.com\/en\/ms-%ec%b2%ab-%ec%83%81%ec%9a%a9%ed%99%94-ai%ec%b9%a9-%eb%a7%88%ec%9d%b4%ec%95%84200-%ea%b3%b5%ea%b0%9c%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%ec%9d%98%ec%a1%b4-%ed%83%88\/","title":{"rendered":"MS, \uccab \uc0c1\uc6a9\ud654 AI\uce69 \u2018\ub9c8\uc774\uc544200\u2019 \uacf5\uac1c\u2026\uc5d4\ube44\ub514\uc544 \uc758\uc874 \ud0c8\ud53c \uc2dc\ub3d9"},"content":{"rendered":"

\u25b6 TSMC 3\u339a \uacf5\uc815 \uc801\uc6a9\u2026\ub098\ub378\ub77c \u201c\ub2ec\ub7ec\ub2f9 \uc131\ub2a5 30%\u2191\u201d<\/p>\n\n\n\n

\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uac00 \uc0c8 \uc778\uacf5\uc9c0\ub2a5(AI) \uce69\uc744 \uacf5\uac1c\ud558\uba70 \uc5d4\ube44\ub514\uc544 \uc758\uc874\ub3c4 \uc904\uc774\uae30\uc5d0 \ubcf8\uaca9\uc801\uc73c\ub85c \ub098\uc130\ub2e4.<\/p>\n\n\n\n

MS\ub294 \ucd94\ub860 \uc791\uc5c5\uc758 \ud6a8\uc728\uc131\uc744 \ub192\uc778 AI \uce69 ‘\ub9c8\uc774\uc544200’\uc744 \ucd9c\uc2dc\ud588\ub2e4\uace0 26\uc77c(\ud604\uc9c0\uc2dc\uac04) \ubc1d\ud614\ub2e4.<\/p>\n\n\n\n

TSMC\uc758 3\ub098\ub178(\u339a) \uacf5\uc815\uc744 \uae30\ubc18\uc73c\ub85c \uc81c\uc791\ud55c \ub9c8\uc774\uc544200\uc740 AI \ucd94\ub860\uc758 \ub2e8\uc704\uac00 \ub418\ub294 ‘\ud1a0\ud070’ \uc0dd\uc131\uc758 \uacbd\uc81c\uc131\uc744 \ud5a5\uc0c1\ud55c \uac83\uc774 \ud2b9\uc9d5\uc774\ub2e4.<\/p>\n\n\n\n

<\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/a><\/p>\n\n\n\n

MS\ub294 AI \ub2f5\ubcc0 \uc0dd\uc131\uc744 \uc704\ud55c \ub9c8\uc774\uc544200\uc758 \uacbd\ub7c9 \uc5f0\uc0b0(FP4) \uc131\ub2a5\uc774 \uc544\ub9c8\uc874\uc758 \uc790\uccb4 \uce69 ‘\ud2b8\ub808\uc774\ub2c8\uc5c4’ 3\uc138\ub300\uc758 3\ubc30\uc5d0 \ub2ec\ud558\uba70 \uad6c\uae00\uc758 7\uc138\ub300 \ud150\uc11c\ucc98\ub9ac\uc7a5\uce58(TPU) ‘\uc544\uc774\uc5b8\uc6b0\ub4dc’\ubcf4\ub2e4\ub3c4 \uc5f0\uc0b0 \ud6a8\uc728\uc131\uc774 \ub192\ub2e4\uba74\uc11c “\ud558\uc774\ud37c \uc2a4\ucf00\uc77c\ub7ec(\ub300\ud615 \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc6a9\uc0ac)\uac00 \ub9cc\ub4e0 \uc790\uccb4 \ubc18\ub3c4\uccb4 \uc911 \uac00\uc7a5 \uc131\ub2a5\uc774 \ub6f0\uc5b4\ub098\ub2e4”\uace0 \uac15\uc870\ud588\ub2e4.<\/p>\n\n\n\n

\uc0ac\ud2f0\uc544 \ub098\ub378\ub77c \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub294 “\uc5c5\uacc4 \ucd5c\uace0\uc758 \ucd94\ub860 \ud6a8\uc728\uc131\uc744 \uc704\ud574 \uc124\uacc4\ub41c \uc774 \uc81c\ud488\uc740 \ud604\uc874 \uc2dc\uc2a4\ud15c \ub300\ube44 \ub2ec\ub7ec\ub2f9 \uc131\ub2a5\uc774 30% \ub192\ub2e4”\uace0 \uc124\uba85\ud588\ub2e4.<\/p>\n\n\n\n

\uc774 \uce69\uc740 \uc624\ud508AI\uc758 \ucd5c\uc2e0 AI \ubaa8\ub378\uc778 GPT-5.2\uc640 MS\uc758 ‘\ucf54\ud30c\uc77c\ub7ff’ \ub4f1\uc744 \ud3ec\ud568\ud574 \ub2e4\uc591\ud55c \ubaa8\ub378\uc744 \uc9c0\uc6d0\ud55c\ub2e4.<\/p>\n\n\n\n

MS\ub294 \uc774 \uce69\uc744 \ubbf8 \uc544\uc774\uc624\uc640\uc8fc \ub370\uc774\ud130\uc13c\ud130\uc5d0 \uc774\ubbf8 \uc124\uce58\ud588\uace0, \uc560\ub9ac\uc870\ub098\uc8fc\uc758 \ub370\uc774\ud130\uc13c\ud130\uc5d0\ub3c4 \ucd94\uac00\ud574 \ud5a5\ud6c4 \uc790\uc0ac \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\uc778 \uc560\uc800(Azure)\ub97c \uc774\uc6a9\ud558\ub294 \uace0\uac1d\ub4e4\uc774 \uc774\uc6a9\ud560 \uc218 \uc788\ub3c4\ub85d \ud560 \ubc29\uce68\uc774\ub2e4.<\/p>\n\n\n\n

MS\ub294 “\uccab \uc2e4\ub9ac\ucf58 \uc0dd\uc0b0\ubd80\ud130 \ub370\uc774\ud130\uc13c\ud130 \ubc30\uce58\uae4c\uc9c0 \uac78\ub9ac\ub294 \uc2dc\uac04\uc744 \uc720\uc0ac\ud55c AI \uc778\ud504\ub77c \ud504\ub85c\uadf8\ub7a8\uc758 \uc808\ubc18 \uc774\ud558\ub85c \ub2e8\ucd95\ud588\ub2e4”\uba70 \uc2e4\uc804 \ubc30\uce58 \uc18d\ub3c4\uc804\uc744 \uac15\uc870\ud558\uae30\ub3c4 \ud588\ub2e4.<\/p>\n\n\n\n

MS\uac00 \uc790\uccb4 \uce69\uc744 \ub0b4\ub193\uc740 \uac83\uc740 \uc9c0\ub09c 2023\ub144 11\uc6d4 \uccab AI \uce69\uc778 ‘\ub9c8\uc774\uc544 100’\uc744 \uacf5\uac1c\ud55c \uc9c0 2\ub144\uc5ec \ub9cc\uc774\ub2e4.<\/p>\n\n\n\n

\uadf8\ub7ec\ub098 \ub9c8\uc774\uc544100\uc740 \uc560\uc800 \ud074\ub77c\uc6b0\ub4dc\uc5d0 \ud0d1\uc7ac\ud574 \uc678\ubd80 \uace0\uac1d\uc5d0 \uc81c\uacf5\ub418\uc9c0 \uc54a\uace0 \ub0b4\ubd80\uc6a9\uc73c\ub85c\ub9cc \uc0ac\uc6a9\ub3fc \uc2dc\uc7a5 \ud30c\uae09\ub825\uc774 \uc81c\ud55c\uc801\uc774\uc5c8\uace0, MS\ub294 \uc790\uccb4 \uce69 \uc2dc\uc7a5\uc5d0\uc11c \uacbd\uc7c1\uc0ac\uc778 \uc544\ub9c8\uc874\uc774\ub098 \uad6c\uae00\ubcf4\ub2e4 \uc131\uacfc\uac00 \ub2a6\ub2e4\ub294 \ud3c9\uac00\uac00 \uc9c0\ubc30\uc801\uc774\uc5c8\ub2e4.<\/p>\n\n\n\n

\nhttps:\/\/googleads.g.doubleclick.net\/pagead\/ads?client=ca-pub-8545411432202179&output=html&h=250&slotname=3383564646&adk=1850840275&adf=887934072&pi=t.ma~as.3383564646&w=300&lmt=1769475181&format=300×250&url=http%3A%2F%2Fla.koreatimes.com%2Farticle%2F20260126%2F1598557&aieuf=1&aicrs=1&abgtt=13&dt=1769475181868&bpp=1&bdt=1204&idt=6&shv=r20260123&mjsv=m202601200101&ptt=9&saldr=aa&abxe=1&cookie=ID%3Dc77c830e769a0959%3AT%3D1766510199%3ART%3D1769475012%3AS%3DALNI_MbOXB9hlhni7AcGEt_D9fH8YIT8XA&eo_id_str=ID%3D8d91afa033b1e2da%3AT%3D1769474340%3ART%3D1769475012%3AS%3DAA-AfjaLS2ErTHU8XuQ2rpwpmj__&correlator=58575769017&frm=20&pv=2&u_tz=-300&u_his=50&u_h=1117&u_w=1728&u_ah=1085&u_aw=1728&u_cd=30&u_sd=2&adx=579&ady=1370&biw=1713&bih=992&scr_x=0&scr_y=0&eid=95378429%2C95380921%2C95381032%2C31096378&oid=2&pvsid=6113677442699933&tmod=276891005&uas=1&nvt=1&ref=http%3A%2F%2Fla.koreatimes.com%2Fsection%2F102%3Fp%3D1%26&fc=640&brdim=0%2C124%2C0%2C124%2C1728%2C32%2C1728%2C993%2C1728%2C992&vis=1&rsz=%7C%7ClEbr%7C&abl=CS&pfx=0&fu=0&bc=23&plas=538x560_l%7C538x560_r&bz=1&ifi=22&uci=a!m&btvi=1&fsb=1&dtd=12\n<\/div><\/figure>\n\n\n\n

\uc774\uc5d0 MS\ub294 \uc790\uccb4 \uce69 \uac1c\ubc1c\uc744 \uc704\ud574 \ud22c\uc790\uc0ac\uc778 \uc624\ud508AI\uac00 \ube0c\ub85c\ub4dc\ucef4\uacfc \ud611\uc5c5\ud574 \ub9cc\ub4dc\ub294 \uce69\uc758 \uc124\uacc4 \ub4f1\uc744 \ucc38\uace0\ud558\uace0 \uc788\uc5c8\ub358 \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4.<\/p>\n\n\n\n

\ub098\ub378\ub77c CEO\ub294 \uc9c0\ub09c\ud574 11\uc6d4 \ud55c \ud31f\uce90\uc2a4\ud2b8\uc5d0 \ucd9c\uc5f0\ud574 \uc790\uccb4 \uce69 \uac1c\ubc1c\uc5d0 \uad00\ud55c \uc9c8\ubb38\uc744 \ubc1b\uace0 “\uc624\ud508AI\uac00 \ud601\uc2e0\uc744 \uc774\ub8e8\uba74 \uc6b0\ub9ac\ub294 \uadf8 \ubaa8\ub4e0 \uac83\uc5d0 \uc811\uc18d\ud560 \uc218 \uc788\ub2e4”\uba70 “\uc6b0\ub9ac\ub294 \uc6b0\uc120 \uadf8\ub4e4\uc774 \uc131\ucde8\ud55c \uac78 \uba3c\uc800 \ubcf4\uace0 \uc774\ud6c4\uc5d0 \uc774\ub97c \ud655\uc7a5\ud574\ub098\uac08 \uc218 \uc788\ub2e4”\uace0 \uc5b8\uae09\ud55c \ubc14 \uc788\ub2e4.<\/p>\n\n\n\n

MS\ub294 \uc0ac\uc2e4\uc0c1\uc758 \uccab \uc0c1\uc6a9\ud654 \uce69\uc778 \ub9c8\uc774\uc544200\uc744 \uc2dc\uc7a5\uc5d0 \ub0b4\ub193\uc73c\uba74\uc11c \uc5d4\ube44\ub514\uc544\uc758 \uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58(GPU)\uc5d0 \ub300\ud55c \uc758\uc874\uc744 \uc0c1\ub2f9 \ubd80\ubd84 \ub0ae\ucd9c \uc218 \uc788\uc744 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4.<\/p>\n\n\n\n

MS\ub294 \ub9c8\uc774\uc544200\uacfc \ud568\uaed8 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac1c\ubc1c\ub3c4\uad6c(SDK)\ub3c4 \uc0c8\ub85c \ub0b4\ub1a8\ub2e4.<\/p>\n\n\n\n

\ub85c\uc774\ud130 \ud1b5\uc2e0\uc740 \uc774 SDK\uac00 \uc5d4\ube44\ub514\uc544\uac00 \uc9c0\ubc30\ub825\uc744 \uc720\uc9c0\ud558\uace0 \uc788\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ud50c\ub7ab\ud3fc ‘\ucfe0\ub2e4'(CUDA)\ub97c \uaca8\ub0e5\ud574 \uac1c\ubc1c\uc790 \uc0dd\ud0dc\uacc4\ub97c \ud655\uc7a5\ud558\uae30 \uc704\ud55c \uac83\uc774\ub77c\uace0 \ubd84\uc11d\ud588\ub2e4.<\/p>\n\n\n\n

<\uc5f0\ud569\ub274\uc2a4><\/p>","protected":false},"excerpt":{"rendered":"

\u25b6 TSMC 3\u339a \uacf5\uc815 \uc801\uc6a9\u2026\ub098\ub378\ub77c \u201c\ub2ec\ub7ec\ub2f9 \uc131\ub2a5 30%\u2191\u201d \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uac00 \uc0c8 \uc778\uacf5\uc9c0\ub2a5(AI) \uce69\uc744 \uacf5\uac1c\ud558\uba70 \uc5d4\ube44\ub514\uc544 \uc758\uc874\ub3c4…<\/p>","protected":false},"author":1,"featured_media":39731,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"WB4WB4WP_MODE":"","WB4WP_PAGE_SCRIPTS":"","WB4WP_PAGE_STYLES":"","WB4WP_PAGE_FONTS":"","WB4WP_PAGE_HEADER":"","WB4WP_PAGE_FOOTER":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[37],"tags":[2282],"class_list":["post-39730","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-politics","tag-2282"],"yoast_head":"\nMS, \uccab \uc0c1\uc6a9\ud654 AI\uce69 \u2018\ub9c8\uc774\uc544200\u2019 \uacf5\uac1c\u2026\uc5d4\ube44\ub514\uc544 \uc758\uc874 \ud0c8\ud53c \uc2dc\ub3d9 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