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● AI Arms Race- Underestimated.

Semiconductor·AI Optimization and Global Economic Outlook: From the Latest Technology Trends to Corporate Growth Points

The Beginning of HBM Technology and AI Convergence

This article delves into recent semiconductor technology research, AI investment, and their impact on the global economic outlook.
Based on the lecture by Professor Kim Jung-ho of KAIST, we will chronologically organize the process from basic research to industrialization of HBM (High Bandwidth Memory) technology, and its convergence with AI.
The basic research on HBM, which began in 2001, was put into practical use in the early 2010s with the participation of companies like NVIDIA and SK Hynix, and design technologies such as LED and elevator connection methods have greatly advanced.
Initially, the goal was the high-resolution display market for UHD TVs, but with the advent of the AI era, the potential for application across the entire future industry, such as optimizing data transfer between GPUs and memory, is being highlighted.

The Emergence of DeepSeek and AI Models

AI models such as DeepSeek, GPT series, and the recent DeepSeek R1 are demonstrating the ability to express reasoning processes beyond simple answer generation.
These AI models are being advanced by optimizing matrix operations and decimal calculations, mimicking the process of humans solving problems.
In particular, complex calculations and optimization processes significantly reduce data exchange time between GPUs and HBM, improving real-time inference capabilities.
The integration of theoretical research and corporate practice has a significant impact not only on the AI field but also on semiconductor technology optimization, providing important insights to investors and industry stakeholders.

GPU Optimization Case: H100 vs H800

The latest lecture focuses on analyzing the technical differences between NVIDIA’s GPU product lines, H100 and H800.
Both models have floating-point 8 calculation capabilities, applying an innovative approach to optimize computation through decimal calculations.
The H800 focuses on compensating for performance differences with the H100 by introducing various techniques to improve memory transfer speeds.
This plays an important role in various fields across the industry, including artificial intelligence algorithm optimization, semiconductor design, and data center operation.
The creative ideas and execution of researchers are directly linked to the technological innovation competitiveness of companies, and investors need to pay attention to this.

Future Industry Prospects and Global Economic Ripple Effects

One of the reasons why this lecture is attracting attention is the positive outlook that the complementary roles between the semiconductor and AI industries will have on the global economy as a whole.
HBM technology and the latest GPU optimization technologies are expected to contribute to improved corporate performance by being applied to various fields such as artificial intelligence, autonomous driving, and the future automotive industry.
Major countries such as the United States, China, and India have already secured related talent and technological infrastructure, and are competing.
Domestic companies also plan to accelerate the development of semiconductor and AI-related technologies this quarter, and investors need to pay attention to the new growth drivers that will result from this.
In addition, if government and society-wide support systems are strengthened, they are expected to play an important role in technological innovation and global economic growth in the long term.

Optimization Technology and Corporate Growth Points

The lecture emphasizes the connection between technology development and management strategy through the common theme of optimization.
It specifically explains the impact of technical advancements such as decimal operation optimization, data transfer speed improvement, and AI algorithm efficiency enhancement on actual corporate performance.
Through examples of how technological innovation goes beyond simple research achievements to lead to practical product development and market competitiveness, we can predict which companies to watch this quarter.
These technological optimization efforts will also serve as a stable growth base in the global economic situation, and related companies have very high investment and growth potential in the future.

Latest Economy, Global Economy, AI Investment, Semiconductor, Optimization

The content of this article chronologically summarizes the convergence of the latest semiconductor technology and AI models, GPU optimization examples, and their impact on the global economy and future industrial growth.
It explains specific examples from the initial research of HBM technology to NVIDIA’s latest GPU product lines.
It explains the impact of the advanced reasoning capabilities of AI models such as DeepSeek R1 on the industry as a whole, and highlights technology optimization and corporate growth points.
We will also predict what opportunities these technological innovations will provide for future investment strategies and the global economy as a whole.
It delivers meaningful insights to those in related industries and investors through SEO key words such as latest economy, global economy, AI investment, semiconductor, and optimization.

< Summary >
Recently, HBM technology has been researched since 2001 and industrialized in the early 2010s with the participation of NVIDIA and SK Hynix.
AI models such as DeepSeek and the GPT series have introduced advanced reasoning processes, and data transfer optimization between GPUs and HBM has been achieved.
The cases of H100 and H800 show specific examples of GPU performance improvement through decimal calculation optimization and data transfer speed improvement.
These technological innovations are expected to act as drivers for corporate performance improvement and global economic growth in various industries such as autonomous driving, future cars, and artificial intelligence.
In addition, technological optimization efforts are expected to lead to strengthening investment and growth potential of related companies.
</ Summary >

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