(S&P) 26 ‘AA’ . S&P 2016 8 ‘AA-’ ‘AA’ 6 . ‘A-1+’ . ‘’ . S&P “ ” . 2.5%, 2023 2.6%, 2024 2.5%, 2025 2.2% . 1 (GDP) 2025 4 . . S&P “ ” . . . . josep@hankyung.com S&P, 'AA, ' … [+56 chars]
1 TSMC ( ) 53% 2022 3% 56% . 18% 16% 2% .TSMC TSMC UMC, PSMC 2021 64% 66% 2% DB 2021 18% 17% 1% . TSMC . TSMC . "TSMC CAPEX() 2020 170 400 , CAPEX 2020 100 100~130 " " , CAPEX " . TSMC 14 1 4910(2… [+92 chars]
. =DB . .27 11 '' 129 64 . 1 61 3 3 . '' 222 80 , 76 4 . '' 216 69 95000 . '' . '' 84 466000 , 474000 . . 2 84 431000 35000, 43000 . , '' . , , . . 3 ········ , ······· . · . ··· 1 . 26 . … [+26 chars]
LX . LG LX ‘’ (M&A) . 26 (IB) LX (LOI) .(DDI) . 30% 2. 47400( 5915) 6413( 800) (EBITDA) . . 25() 67476( 8430). 1 . LX LX( ) DDI . ‘ ’ M&A . ( LX) () LG 2020 . ‘’ , ( ) . 5 LX 1 .LX DDI . 1… [+182 chars]