대만 TSMC, 1분기 순이익 9조5천억원…전년대비 9% 증가(종합) :: 잡뉴스메이커 JOBNEWSMAKER-공공,일반기업의 경력직 채용 및 전직(이직)자 꿈과 미래직업에 대한 희망과 비전을 제시-(주)솔로몬서치

대만 TSMC, 1분기 순이익 9조5천억원…전년대비 9% 증가(종합): 순이익·매출 모두 시장예상치 상회…AI 열풍 수혜 본 듯; 2024.04.18 16:27 입력

차병섭 홍제성 기자 jsa@yna.co.kr

<div class="tit-sub" style='margin: 0px 0px 51px; padding: 0px 0px 0px 14px; color: rgb(0, 0, 0); text-transform: none; line-height: inherit; text-indent: 0px; letter-spacing: -0.16px; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 16px; font-style: normal; font-weight: 400; word-spacing: 0px; display: block; white-space: normal; position: relative; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><h2 class="tit" style="margin: 0px; padding: 0px; line-height: 1.1; letter-spacing: -0.01em; font-family: inherit; font-size: 17px; font-style: inherit; font-variant: inherit; font-stretch: inherit;">순이익·매출 모두 시장예상치 상회…AI 열풍 수혜 본 듯</h2></div><div class="comp-box photo-group" style='margin: 0px auto; padding: 0px 0px 50px; width: 648px; height: 362px; color: rgb(0, 0, 0); text-transform: none; line-height: inherit; text-indent: 0px; letter-spacing: -0.16px; clear: both; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 16px; font-style: normal; font-weight: 400; word-spacing: 0px; display: block; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><figure class="image-zone" style="margin: 0px; padding: 0px; line-height: inherit; letter-spacing: -0.01em; font-family: inherit; font-size: inherit; font-style: inherit; font-variant: inherit; font-weight: 400; display: block; position: relative; font-stretch: inherit;" data-mapping-filename="AKR20240418106251009_01_i_P2.jpg" data-stat-code="mapping_photo"><div class="img-con" style="margin: 0px; padding: 0px; width: 648px; text-align: center; line-height: inherit; letter-spacing: -0.01em; font-family: inherit; font-size: inherit; font-style: inherit; font-variant: inherit; font-weight: 400; display: block; position: relative; font-stretch: inherit;"><span class="img" style="margin: 0px; padding: 0px; line-height: inherit; letter-spacing: -0.01em; overflow: hidden; font-family: inherit; font-size: inherit; font-style: inherit; font-variant: inherit; font-weight: 400; vertical-align: top; display: inline-block; font-stretch: inherit;"><img style="border: 0px currentColor; border-image: none; letter-spacing: -0.01em; font-weight: 400; vertical-align: top; display: inline-block; max-height: 500px; max-width: 648px;" alt="TSMC 로고" src="https://img0.yna.co.kr/etc/inner/KR/2024/04/18/AKR20240418106251009_01_i_P4.jpg"></div><figcaption class="desc-con" style="margin: 14px 0px 0px; padding: 0px; line-height: 22px; letter-spacing: -0.01em; font-family: inherit; font-size: 14px; font-style: inherit; font-variant: inherit; font-weight: 400; display: block; position: relative; font-stretch: inherit;"><strong class="tit-cap" style="margin: 0px 0px 5px; padding: 0px; color: rgb(0, 0, 0); line-height: inherit; letter-spacing: -0.5px; font-family: inherit; font-size: 15px; font-style: inherit; font-variant: inherit; font-weight: 500; vertical-align: top; display: inline-block; font-stretch: inherit;">TSMC 로고<p class="txt-desc" style="margin: 0px; padding: 0px; color: rgb(0, 0, 0); line-height: inherit; letter-spacing: -0.5px; font-family: inherit; font-size: inherit; font-style: inherit; font-variant: inherit; font-weight: 300; font-stretch: inherit;">[로이터 연합뉴스 자료사진. 재판매 및 DB 금지]</figcaption></figure></div><p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>(서울=연합뉴스) 차병섭 홍제성 기자 = 인공지능(AI) 붐의 대표적 수혜주로 꼽히는 대만 TSMC가 1분기에 시장 예상을 뛰어넘는 9조5천억원 규모의 순이익을 기록했다.<p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>18일 블룸버그·로이터 통신에 따르면 세계 최대 파운드리(반도체 수탁생산) 업체인 TSMC는 이날 실적발표회를 통해 1분기 순이익이 전년 동기 대비 8.9% 증가한 2천255억 대만달러(약 9조5천837억원)를 기록했다고 밝혔다.<p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>이는 시장 예상치 2천149억1천만 대만달러(약 9조1천336억원)를 뛰어넘은 것이다.<p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>다만 1분기 실적은 지난해 4분기와 비교해서는 5.5% 감소했다.<p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>1분기 매출도 지난해 동기 대비 16.5% 늘어난 5천926억4천400만 대만달러(약 25조4천억원)를 기록했다. 이 역시 지난해 4분기에 비해서는 5.3% 줄어든 것이다.<p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>달러 기준 1분기 매출은 188억7천만 달러(약 25조9천200억원)로 지난해 동기보다 12.9% 증가했지만, 전 분기(4분기)보다는 3.8% 감소했다.<p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>그럼에도 시장 예상치인 180억∼188억 달러를 뛰어넘는 실적이라고 외신들은 평가했다.<p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>1분기 매출을 품목별로 살펴보면 3나노(㎚=10억분의 1ｍ) 칩이 9%, 5나노 칩이 37%, 7나노 칩이 19%를 각각 기록했다.<p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>전체적으로 보면 7나노 이상급 첨단 공정 매출이 전체 65%를 차지했다고 TSMC는 밝혔다.<p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>1분기 매출총이익률은 53.1%로 시장 예상치(53%)와 부합했다.<p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>1분기 영업이익률은 42.0%, 세후 순이익률은 38%로 나타났다.<p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>TSMC의 1분기 실적 호조는 미국 아이폰 제조업체 애플과 인공지능(AI) 칩 선두 주자 엔비디아 등을 고객사로 둔 TSMC가 최근 AI 열풍에 따른 수요 증가의 덕을 본 때문으로 분석됐다.<p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>다만 이번 실적은 지난 3일 대만을 강타한 강진으로 인한 피해가 반영되지 않은 만큼 시장에서는 4월과 2분기 실적에 어떤 변동이 생길지 주목하고 있다.<p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>TSMC는 지진 피해가 경미하다고 판단, 지난 1월 발표한 연간 실적 전망치를 유지했지만 업계에서는 지진 피해가 예상보다 커 완전히 복구되기까지는 시간이 다소 걸릴 것이라는 전망도 나온다.<p style='margin: 0px 0px 16px; padding: 0px; color: rgb(0, 0, 0); text-transform: none; line-height: 1.7; text-indent: 0px; letter-spacing: -0.01em; font-family: "Spoqa Han Sans Neo", "Malgun Gothic", "맑은 고딕", Gulim, 굴림, AppleSDGothicNeo-Regular, sans-serif; font-size: 18px; font-style: normal; font-weight: 400; word-spacing: 0px; white-space: normal; orphans: 2; widows: 2; font-stretch: inherit; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-ligatures: normal; font-variant-caps: normal; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'>TSMC는 최근 미국 정부의 반도체법(Chips Act)에 따라 미국으로부터 총 116억달러(15조7천억원)에 달하는 자금도 지원받는 등 글로벌 생산기지 확대에도 속도를 내고 있다.        | 저작권자 ⓒ  연합뉴스(<a href="http://www.yonhapnews.co.kr">http://www.yonhapnews.co.kr</a>) | 무단전재 및 재배포금지 |

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