The global memory market is experiencing an unprecedented boom thanks to the explosive increase in demand for AI servers. With the prevailing prediction that the market size will exceed 2,100 trillion won next year, high-value products centered on high bandwidth memory (HBM) have emerged as a key driver of market growth. Samsung Electronics and SK Hynix are competing fiercely for market share while meeting the demanding demands of global big tech, including NVIDIA, and this is evolving beyond simple quantitative expansion into a customized HBM strategy tailored to customers. However, there are warnings that rapid production capacity expansion may lead to oversupply and price adjustment risks in the future, so sophisticated supply and demand management and the speed of next-generation process conversion will be important variables in determining future market dominance.

LG Group is taking ambitious steps to secure a unique position in the 'physical AI' field through cooperation with NVIDIA. After the meeting between Chairman Koo Kwang-mo and Jensen Huang, executives from major affiliates such as Electronics, Innotek, and CNS visited the U.S. headquarters to concretize working-level discussions, meaning that the partnership between the two companies has gone beyond simple cooperation and has entered the actual commercialization stage. In particular, physical AI, which processes real-world data and controls the physical environment, such as robotics, smart factories, and self-driving mobility, is becoming the optimal battleground where LG's manufacturing know-how and NVIDIA's powerful AI platform meet. This 'One LG' strategy can be interpreted as a strategic will to take the lead in the next-generation industrial ecosystem by combining hardware manufacturing capabilities with software intelligence.

Voices are growing that the Korean AI industry must secure technological sovereignty beyond its dependence on the NVIDIA ecosystem. Currently, the global AI market is dominated by NVIDIA's GPU and software platform, 'CUDA', and if this dependence becomes entrenched, there is a risk that it will fall under monopolistic control in the long term. To overcome this, experts emphasize the need to diversify AI accelerators such as NPU and TPU and make bold investments in domestic CXL technology or open source ecosystem. Rather than simply being a consumer who imports infrastructure, building a unique 'K-World Model' by combining Korea's strong manufacturing data and platform service capabilities is the only alternative to survive in the competition for global technological hegemony.

In addition to technological changes, our society's working methods and educational environment are also facing a fundamental transition centered on AI. Now, in the hiring field, how effectively an individual can utilize AI to maximize work productivity is evaluated as an individual's core competency, and university education is also being reorganized to foster creative problem-solving skills using AI tools. As Jensen Huang mentioned, an era has arrived where people who are good at using AI replace people who are not, rather than AI itself replacing humans. AI has now become an unavoidable environment, and a proactive attitude to designing questions and adjusting the context, beyond passively accepting it, has become a demand of the times that determines individual competitiveness.