Tech

AI반도체 1200조 시장, 한국에 남은 시간은 3~5년

Tech

Korea's 3-5 Year Window in the $860B AI Chip Market

A Korean state bank research institute projects the data center AI chip market growing from $124B in 2024 to $860B by 2030. Here's why Korean firms have only 3-5 years to break into the supply chain.

9/28/2026

10년간 138배 엔비디아, K반도체 47배…AI가 바꾼 몸값

Tech

Nvidia's 138x Decade and the AI Re-Rating of Chips

A 100 million won bet on Nvidia a decade ago would be worth 13.8 billion won today — beating Bitcoin. Korean chip stocks rose up to 47x. Here's the technology shift behind those numbers.

9/26/2026

네이버클라우드 'DSAC' 출시…DB·서버 접근통제, 왜 지금인가

Tech

Naver Cloud Launches DSAC: Access Control Goes Cloud-Native

Naver Cloud has launched DSAC, a unified DB and server access control service that automatically logs privileged activity. Here's why cloud-native access control matters now, how it differs from Korea's appliance-based incumbents, and who benefits.

9/22/2026

후지쓰, AI 반도체 첫 수출…TSMC 위탁생산으로 미국·아시아 공략

Tech

Fujitsu to Export AI Chips for the First Time, Made by TSMC

Fujitsu will start selling AI chips abroad next year, built on technology from its Fugaku supercomputer and manufactured by TSMC. Here's why the fabless move matters for Japan's chip revival and the non-Nvidia AI silicon race.

9/13/2026