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While South Korea focuses on HBM, Taiwan has seized control of AI's core manufacturing
๐Ÿ‡ฐ๐Ÿ‡ท South Korea /Economy & Trade

While South Korea focuses on HBM, Taiwan has seized control of AI's core manufacturing

From Chosun Ilbo · () Korean

Translated from Korean, summarized and contextualized by DistantNews.

At a glance

Analysis Sources not specified Context piece
  • Taiwan is reportedly dominating the 'body' of AI by controlling the manufacturing of AI chips, while South Korea is focused on HBM (High Bandwidth Memory).
  • The article suggests that while South Korea is preoccupied with HBM, Taiwan has secured a more fundamental position in the AI supply chain.
  • This strategic advantage in chip manufacturing could give Taiwan significant influence in the global AI industry.

While South Korea has been heavily invested in the development of High Bandwidth Memory (HBM) for artificial intelligence, Taiwan has quietly seized control of the core manufacturing of AI chips, effectively dominating the 'body' of AI.

This strategic positioning means that Taiwan holds a more fundamental and potentially more influential role in the global AI ecosystem. The focus on HBM by South Korean companies, though crucial for AI performance, may have allowed Taiwan to solidify its lead in the essential hardware manufacturing aspect.

The article implies that this control over chip production gives Taiwan a significant advantage and a powerful say in the future of the AI industry. As AI technology continues its rapid advancement, the companies and nations that control the foundational manufacturing processes are poised to wield considerable influence.

DistantNews Editorial

Originally published by Chosun Ilbo in Korean. Translated, summarized, and contextualized by our editorial team with added local perspective. Read our editorial standards.