[On-Site Perspective] Korean AI Semiconductors: Grasping the Cold Reality Comes Before a Rosy Future

조선일보

Lean Right

Factuality

Ownership

“It is accurate to say that Korean AI semiconductor startups are targeting sectors that big tech companies like Nvidia have not yet explored or have not actively entered. It is a business strategy aimed at exploiting a kind of ‘time lag’ rather than technological differentiation.” This is what a CEO of a domestic AI semiconductor company confided during a recent meeting. He boldly emphasized superiority over Nvidia in performance, power consumpt…