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"The very question facing the AI semiconductor industry is changing... From the perspective of faster HBM and larger GPUs, attention is shifting toward inference and Agentic AI stages" "The challenge is no longer who can make the better GPU, but how AI systems should operate" 사진 확대 Jungim Park, CEO of K-Freedom Asset Management. [K-Freedom Asset Management] As resolving bottlenecks in memory semi

I love it when tech leaders use simple analogies to illustrate the complexity and scale of what the semiconductor industry is facing right now. A strong example came during the opening keynote by imec CEO Patrick Vandenameele at this week’s ITF World 2026 in Antwerp, Belgium.Vandenameele used the analogy of an orchestra to illustrate why scaling AI requires technology innovation, system design, en