[Click eStock] "Accelerated AI Clock... Benefits for AI Semiconductor Manufacturers"

On the 29th, KB Securities observed movements of alliances and mergers in the artificial intelligence (AI) sector and predicted benefits for domestic AI semiconductor manufacturers.

Researchers Dongwon Kim and Junseop Kim analyzed, "AI alliances and mergers are accelerating," adding, "The speed of alliances and cooperation is increasing across the AI ecosystem, from AI semiconductor hardware (H/W) to software (S/W), without distinction."

The two researchers explained, "From 2024, the global AI market is expected to expand rapidly centered on various industries," and stated, "Hyundai Motor Group's direct development of 5-nanometer semiconductors can be interpreted as a move to prepare for AI semiconductor supply and demand issues in the automotive industry, where AI integration acts as a differentiating factor."

They continued, "Not only automobiles but also Naver, which is developing AI robots, and SK Telecom, which is developing AI dedicated for telecommunications (GTAA), are preparing for AI semiconductor supply and demand," emphasizing, "This is because, in a situation where there is no absolute AI powerhouse, securing sufficient computing resources (AI accelerators, AI semiconductors) at the desired time to implement AI models and platform services determines the fate of the business."

They added, "In the AI pioneering era, whether sufficient resources can be secured at the desired time is much more important than the cost involved in implementing AI models," explaining, "This is why benefits are expected for AI semiconductor manufacturers such as Samsung Electronics, SK Hynix, Isu Petasys, and Gaonchips."