[2026 Industry Outlook] Vol.06 SMRs Next to Data Centers: AI Awakens the Nuclear Resurrection After 30 Years

Last week, we discussed solar power and ESS, highlighting the ambition of Big Tech giants dreaming of “energy independence.” However, AI agents must continue their computations through nights without sunlight and harsh winters where batteries run dry. To solve this, Big Tech has brought back the most controversial yet reliable alternative: Nuclear Power. The recent … 더 읽기

[2026 Industry Outlook] Vol.05 He Who Controls Electricity Controls AI: Tech Giants Dreaming of Energy Independence

Throughout January, we explored AI as brilliant software and the “vessels” that hold it—robots and semiconductors. But as we stand at the threshold of February, I face a more primal question: “What do all these monstrous machines eat to stay alive?” The answer is electricity. And it’s an unimaginably massive amount. When I heard that … 더 읽기

[2026 Industry Outlook] Vol.04 On-Device AI and the Fabless Struggle: How to Survive in a World Where Everything is Connected

Throughout January, we have discussed the intelligence of agents, the heat of semiconductors, and the muscles of robots. But behind all these flashy vistas stands a colossal “centralized empire.” This is the Cloud System—the very place we offer all our data and pay our monthly subscription fees. Yet, recently, my smartphone and appliances have become … 더 읽기

[2026 Industry Outlook] Vol.03 Humanoids Enter the Factory: Who Decides the Price of Your Labor?

Last week, we discussed semiconductors and the staggering power and heat consumed by those massive digital brains. But when that “brain” acquires a “body” and begins to walk among us, the conversation enters an entirely new dimension. Recently, watching field footage from modern factories gave me an eerie sense of “uncanny valley.” Humanoid robots, walking … 더 읽기

[2026 Industry Outlook] Vol.02 The Bottleneck of the Semiconductor Supercycle: Who Owns the Data Highway?

Last week, we discussed AI agents and the looming concern over financial sovereignty. But for those smart assistants to “think,” an unimaginable amount of data is flashing across data centers on the other side of the planet in mere fractions of a second. Whenever I read semiconductor news lately, I get an eerie feeling. The … 더 읽기

[2026 Industry Outlook] The Era of AI Agents: Is Your Financial Sovereignty at Risk?

While reviewing my monthly subscriptions, a sudden unease set in. It wasn’t the payments I had authorized myself that unsettled me, but the creeping realization that soon, autonomous systems might be making financial decisions on my behalf. We are told that life is becoming more convenient. Yet, it is becoming increasingly difficult to track our … 더 읽기