Google’s TurboQuant Shock: Has Software Killed HBM?
구글의 터보퀀트 쇼크: 소프트웨어가 HBM을 삼키나? 2026년 3월 24일, 구글이 AI 메모리 압축 알고리즘 ‘터보퀀트(TurboQuant)’를 발표하자 반도체 시장은 그야말로 충격에 휩싸였다. 이 기술은 AI 모델의 핵심 병목 현상인 키-밸류(KV) 캐시 메모리 사용량을 정확도 손실 없이 6배 이상 대폭 줄여준다. 발표…
Category Global Economy & Assets
HBM Arms Race: Samsung & SK Hynix Unleash Billions
AI Ignites a Memory Supercycle with HBM at the Epicenter The global race to build AI infrastructure is fueling a memory supercycle, with high-bandwidth memory (HBM) at its core. Bank of America projects the HBM market will skyrocket 58% year-over-year,…
AI Chip Demand Chokes Supply Chain, TSMC Hits Limits
AI Chip Demand Explosion Hits TSMC Production Limits An exponential surge in AI chip demand, fueled by the explosive growth of ChatGPT and other AI services, is pushing TSMC’s 3-nanometer process to its absolute limit. This has thrown the global…
IEA Warns Mideast War a ‘Major Threat’: 40+ Energy Assets Hit
IEA Executive Director Fatih Birol’s warning was stark and unequivocal. He labeled the Middle East war a ‘major, major threat’ to the global economy, assessing its potential impact as even more severe than the 1970s oil shocks and the Russia-Ukraine…