Can Samsung Overtake TSMC? Taiwan vs. South Korea AI Chip Rivalry Explained
South Korea and Taiwan may seem like fierce rivals in the AI semiconductor race, but the future of the global chip industry could as well depend on their cooperation. AI strategist Sung Soo Eric Kim explains why companies like TSMC, Samsung Electronics, SK Hynix and Nvidia are deeply interconnected in the future of artificial intelligence. We break down the AI chip race, HBM memory shortages, 2nm technology, the US-China tech rivalry and the geopolitical pressures reshaping the global semiconductor supply chain. Host: Divya Gopalan
