[Special Contribution] AI semiconductor powerhouse, from pursuit type to market leading ecosystem
Semiconductors are often called ‘rice of industry’. This is the reason why major countries in the United States, China, and the European Union are fiercely competing for semiconductor hegemony. From personal computers (PCs) to automobiles, industrial robots, and recent intelligent CCTVs for mia-looking or security surveillance, there is no place to use in everyday life. It is ‘semiconductor Everywear’.
Semiconductor utilization is a new type of semiconductor, artificial intelligence (AI) semiconductor market with a similar operation structure to human brain that can be parallel with high speeds and decision-making, while artificial fusion for digital conversion is accelerated. It is evolving rapidly.
These changes remain in traditional semiconductor market changes. Gartner, a global market research firm, has more than doubled from $ 34.3 billion (about 44 trillion won) last year to $ 71.1 billion (about 91 trillion won) in 2025, and in 2030, only seven years later, It is expected to lead 31.3%. On the other hand, Korea’s system semiconductor market share is only 3%.
The government has also made various efforts to develop the semiconductor industry, but there are many challenges to break the gap in a short period of time, such as fostering domestic system semiconductor companies, which are relatively weaker than the memory sector, expansion of insufficient technical personnel, and securing platform technology. At the end of June, the Ministry of Science and ICT (Ministry of Science and ICT) announced the measures to support the growth of the artificial intelligence semiconductor industry, which included investments of 1.2 trillion won and strategic ways for five years, and began full-scale support.
There are two most features of the government’s countermeasures announced in late June. First of all, we will accelerate the development of AI semiconductor technology based on memory technology that Korea has strength. In addition, in the non-memory market led by foreign countries, the government and the private sector cooperate with the test bed of AI semiconductors developed as a domestic technology, but also create initial demand to support market-oriented AI semiconductor industry growth. It is to foster companies.
In detail, first of all, we will support the demonstration project that jointly applied AI application services developed by demand companies to AI semiconductor products developed by domestic companies. Even if you develop AI semiconductors with excellent performance, some global companies are monopolizing products due to lack of awareness, but also provide opportunities to verify product competitiveness and reliability through product demonstration, but also product options for demand companies. It is to increase.
In particular, overseas big tech companies are strengthening their use of semiconductors by providing an integrated software development environment and a parallel compiler that are convenient for the use of the company’s semiconductor to users who need AI. The pilot and test beds of AI semiconductors are essential strategies.
Second, the government and the private sector work together to form a commercialized market environment. In the high-performance cloud environment held by private sectors, we will establish a large-scale test bed for the commercial cloud service environment by establishing domestic AI semiconductor farms. This is to establish an objective competitive environment with foreign semiconductors in commercialized AI services to support the rapid application market adaptability.
Third, the government comes out and serves as an initial demand market. AI semiconductors made with domestic technology in the national ICT R & D projects and information businesses are also provided as another alternative. It is intended to provide opportunities to be able to compete and use without discrimination with foreign semiconductor standards in public systems such as intelligent CCTV construction and smart cities.
Fourth, it supports the development of AI semiconductor system SW and AI voucher projects that are customized for the use of various AI services. In particular, AI semiconductors are required to support the SW environment such as compilers and libraries optimized for performance while maintaining compatibility with SW developed as a foreign platform according to the AI service type. This is a relatively poor part of domestic small and medium-sized system semiconductor, and system semiconductor companies will have the opportunity to secure commercialization technology for various application services.
The hegemony competition for the global semiconductor industry is accelerating day by day. Political conflict between the US and China is also for industrial hegemony, such as semiconductors. In this situation, Korea’s strategy is to have a ‘urgent technology’ that no one can see, and that is the AI semiconductor. Therefore, it is necessary to prepare a bridgehead for domestic AI semiconductor technology to root out the market quickly, and to provide a fair competition with the foreign semiconductor platform. If the domestic AI semiconductor market and demand market are dynamically activated, the development and investment capacity of domestic small and medium-sized semiconductor companies will increase, and the influx of overseas talented people leaked in the meantime can also be expected. If the technical talent increases, the technology is doubled.
Starting with this measure, if the government and the private sector work together to create a virtuous cycle of various market demand and customized supply, the private sector is focused on creative ideas, future technologies, and human resources. It can be a leading country in the semiconductor market.
*This column contents may be different from the direction of editing.