TSMC, 지진으로 인한 2분기 실적 타격 불가피

 

TSMC 및 대만 파운드리 생산 운영 중단

대만에서 발생한 25년 만에 최대 규모의 강진으로 인해, TSMC를 포함한 대만의 파운드리 업체들이 생산시설 운영을 중단해야 했습니다. 하지만 이들 업체는 현재 복구 작업에 착수한 상태입니다. CNN비즈니스에 따르면, 이번 사태는 반도체 제조 시설이 지진 발생 가능성이 높은 지역에 집중되어 있는 위험성을 여실히 보여주고 있다고 합니다. 일부 전문가들은 이로 인해 TSMC의 2분기 실적에 타격이 불가피할 것으로 보고 있습니다. 

A significant earthquake in Taiwan, the largest in 25 years, forced TSMC and other Taiwanese foundries to halt their production facilities. However, these companies are now moving forward with recovery efforts. According to CNN Business, this situation starkly highlights the risks of concentrating semiconductor manufacturing facilities in earthquake-prone areas. Some experts believe that TSMC's Q2 performance will inevitably suffer as a result.

 

지진 피해 복구 상황

TSMC는 지진 발생 이후 일부 제조시설에서 직원들을 대피시켰으나, 곧 복귀를 시작했다고 발표했습니다. 회사 측은 지진 발생 후 10시간 이내에 공장 설비의 70% 이상을 복구했으며, 중요한 제조 장비는 이상이 없다고 밝혔습니다. 

After the earthquake, TSMC evacuated some of its manufacturing facilities but has since begun to return. The company announced that it had restored over 70% of its factory equipment within 10 hours after the earthquake and that its critical manufacturing equipment was unaffected.

 

반도체 공급망에 미칠 영향

그럼에도 불구하고, CNN비즈니스는 이번 지진이 반도체 공급망에 장기적인 영향을 미치지 않을 것으로 보이지만, 지정학적 긴장이 고조되는 지역에 중요한 칩 제조시설을 집중시키는 것이 큰 위험을 안고 있다고 지적했습니다. 반도체 생산의 다각화를 위해 노력하고 있음에도 불구하고 전문가들은 진행 상황이 느리다고 우려하고 있습니다. 

Despite this rapid recovery, CNN Business noted that the earthquake underscored the significant risk of situating key chip manufacturing facilities in geopolitically tense and seismically active regions. Although there are ongoing efforts to diversify semiconductor production, experts express concern over the slow progress.

 

TSMC는 세계에서 가장 첨단의 반도체 칩을 약 90% 생산하고 있으며, 이러한 칩은 애플, 퀄컴, 엔비디아, AMD와 같은 거대 기술 기업들에 공급되고 있습니다. 또한, 급성장하고 있는 AI 산업에도 필수적입니다. 

TSMC produces approximately 90% of the world's most advanced semiconductor chips, supplying major tech companies such as Apple, Qualcomm, NVIDIA, and AMD. These chips are crucial for the rapidly growing AI industry.

 

뉴저지 공과대학의 데이비드 베이더 교수는 대만에 반도체 제조가 집중되어 있는 것을 실존적인 위협으로 보고 있으며, 자동차, 휴대전화, 군사 방어 시스템, 무기 시스템, 항공 등 거의 모든 분야에 반도체가 사용되고 있어 생산 중단이 발생할 경우 심각한 문제가 발생할 것이라고 경고했습니다. 

David Bader, a professor at the New Jersey Institute of Technology, considers the concentration of semiconductor manufacturing in Taiwan to be an existential threat, noting that semiconductors are used in virtually every sector, including automobiles, mobile phones, military defense systems, weapon systems, and aviation. He warns that a production halt could lead to significant issues.

 

반도체의 생산 중단은 단기간에 큰 타격을 줄 수 있으며, TSMC는 이번 사태로 인해 2분기 실적에 약 6천만 달러의 영향을 받을 수 있다고 예상됩니다. 이번 지진은 대만 외 지역에서의 반도체 제조 능력 확대 노력에 부담을 더하고 있으며, 투자자들에게 한 지역에 너무 많은 파운드리가 노출되어 있는 위험을 상기시켜 줬다는 평가도 나오고 있습니다.

The potential for short term disruptions in semiconductor production can have substantial impacts, and it's anticipated that TSMC could face around $60 million in effects on its Q2 earnings due to this incident. The earthquake has added pressure on efforts to expand semiconductor manufacturing capabilities outside of Taiwan, reminding investors of the risks associated with having too many foundries in a single region.

 

기사 원문 링크

https://news.einfomax.co.kr/news/articleView.html?idxno=4304619

"TSMC 2분기 실적 타격 우려…대만 반도체 집중 위험 부각" - 연합인포맥스