[NVIDIA GTC Taipei & Computex 2026 Special Feature ③] SK Hynix, Microsoft, and TSMC Benefit, Intel, AMD, and Qualcomm Under Pressure
Published2026.06.04 11:07The benefits of Nvidia's announcements are concentrated among companies deeply connected to the Nvidia ecosystem. SK Hynix, Microsoft, Adobe, TSMC, Taiwan ODM/OEM, and AI cloud service providers are likely to experience positive impacts. Conversely, Intel, AMD, Qualcomm, and independent autonomous driving platform companies may face competitive pressure as Nvidia expands its footprint into CPUs, AI PCs, AI factories, and autonomous driving platforms.
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SK Hynix: “Autonomous Fabs Are the Solution for Manufacturing Innovation in the AI Era”
At the NVIDIA GTC 2026 panel session "Building the Future of Manufacturing" held on the 17th local time in the United States, Do Seung-yong, Vice President of SK Hynix (Head of DT Division), stated "In the AI era, we must simultaneously address the dual challenges of expanding production capacity and managing manufacturing complexity," and presented 'Autonomous FAB' as a core solution for next-generation manufacturing innovation.
2026.03.18by 배종인 기자
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NVIDIA Presents Directions for AI Application in Korean Industries at GTC 2026
엔비디아가 GTC 2026 기간 중 국내 산업 관계자를 위한 ‘코리아 AI 엑스퍼트 데이’를 열고, 글로벌 AI 기술 흐름을 한국 산업 환경에 연결하는 자리를 마련했다. 행사에서는 젠슨 황 CEO의 GTC 기조연설 이후 공개된 기술 방향을 바탕으로 에이전틱 AI, 피지컬 AI, 디지털 트윈, GPU 인프라 구축 등이 주요 의제로 다뤄졌다. 참석자들은 반도체 공정, 스마트 팩토리, 자율 시스템 등 실제 산업 현장에 AI를 적용하는 방안을 놓고 질의응답과 패널 토론을 이어갔다. 엔비디아는 후속 개발자 프로그램도 이어갈 계획이다.
2026.03.27by 배종인 기자
NVIDIA Strengthens Sovereign AI and LLM Agent Development Ecosystem
Nvidia will host 'Nemotron Developer Days Seoul 2026' at D.Camp Mapo in Seoul from April 21st to 22nd. This marks the first time the global developer event 'Nemotron Developer Days' is being held in Korea, providing an opportunity for domestic AI researchers and developers to directly interact with Nvidia researchers and experience the latest technologies.
2026.04.13by 배종인 기자
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[Special Feature] Is 'K-NVIDIA' Possible?… Success Factors for DeepX, FuriosaAI, and Rebellion
We conducted a comprehensive analysis of DeepX, Furiosa AI, and Rebellions' technological capabilities and commercialization strategies, the gap with NVIDIA, and the success conditions for the data center and physical AI markets, to examine the future of domestic AI semiconductors.
2026.04.14by 배종인 기자
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Learning AI Agent Development from NVIDIA
Nvidia will host the "Build-a-Claw" event at Seoul D.CAMP Mapo from April 21st to 22nd, where participants can directly create AI agents.
2026.04.16by 배종인 기자
