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TPUs, HBM, and Korea’s Rising AI Semiconductor Power An insight report on the first real crack in NVIDIA’s dominance and the strategic position of SK hynix and Samsung around HBM. AI infrastructure · Semiconductor industry 📌 TPU · GPU · HBM · SK hynix · Samsung Electronics Table of Contents Part 1. The Real Shift in the 2025 AI Chip Market — A Massive Tectonic Move Triggered by TPUs Part 2. “The Age of HBM” — SK hynix and Samsung Tighten Their Grip on Memory Power Part 3. TPU Architecture vs. GPUs — Moving from Competition to Coexistence Part 4. Conclusion — The Real Battle in 2025 Is Not Chips, But HBM Reference Notes 📘 Part 1 The Real Shift in the 2025 AI Chip Market — A Massive Te...

AI Peak Debate: What Big Money and Manufacturing Data Are Really Telling Us MACRO & AI CYCLE Part 1. In the AI Peak Debate, What Are the “Big Money” Investors Really Looking At? — From Warren Buffett’s “Last” Bet to Hedge Funds’ Risk-Off Moves From 2024 through 2025, global financial markets have basically revolved around one topic: AI. NVIDIA has dominated the GPU market, Meta has been scaling up AI models and data centers, and Google and Microsoft have been pouring tens of billions of dollars into the generative AI race to secure the lead. This naturally shaped the overall direction of the equity markets. In fact, a large chunk of the S&P 500’s gains between 2023 and 2025 came from the “Magnificent 7 (M7)” mega-cap tech stocks. Some analysts even went as far as to say: “More ...

📌 The Hidden “Accounting Time Bomb” Behind the AI Investment Boom ― Implications for Global Financial Markets and Korean Companies --- Introduction ― The Shiny Surface of the AI Rally As of 2025, the single most influential keyword shaping global financial markets is undoubtedly Artificial Intelligence (AI). Just two to three years ago, AI was regarded as one of many emerging technologies, but today it has become the central engine of global capital flows and the foundation of corporate strategy. Tech giants such as Microsoft, Alphabet (Google), Amazon, and Meta are pouring massive amounts of money into GPU purchases and data center expansion. The scale of these investments goes beyond corporate budgets, exerting such a powerful ripple effect that it even lifts U.S. GDP growth. Investors are cheering this development as “AI is the new growth engine of the global economy.” Yet, behind this glittering success story lies a shadow that is less frequently discussed. That shadow...