[Good morning economy] Jensen Hwang's choice is "Micron"...Domestic investors 'breathe' in new products

■ Host: anchor Lee Jung-seop, anchor Cho Ye-jin
■ Starring: Seok Byung-hoon, professor of economics at Ewha Womans University

* The text below may differ from the actual broadcast content, so please check the broadcast for more accurate information. Please specify [YTN News START] when quoting.

◆ Anchor: I was very interested in what CEO Nvidia Jensen Hwang would say and what technologies he would show, but this time, foreshadowing the robot era, he came out with a platform that can clearly reduce the cost and time required to develop robots and autonomous driving technologies. I heard your name is Cosmos.

◇ Seok Byung-hoon: That's right. It can be seen as a solution that can drastically reduce the time and cost of robots and autonomous driving technology. So you can think of it as a new physical AI development platform. Physical AI is defined as an AI system that interacts with the physical world, such as a robot or an autonomous vehicle. That's why this cosmos is a platform that enables robots to learn vast amounts of data in the real world. So how you learn that data is to create a 3D and 3D environment that is the same as the reality where physical laws are applied. So, in the process of developing robots and autonomous driving functions, we will create a virtual world that is the same as reality and support robots to learn at a high speed. This is a new technology that can dramatically shorten the speed of developing it by allowing robots to learn quickly and use real robots and autonomous driving functions. This is a really groundbreaking announcement that we will pursue a strategy to preempt humanoid robots that can perform human-like functions in the future.

◆ Anchor: From simple GPU hardware to a more advanced platform presentation, we just saw a new Blackwell-based GPU.Ma said that it has micron memory on it.

◇ Seok Byung-hoon: That's right. In this speech, we also unveiled the next generation of graphics processing devices for desktop and laptop personal computers, which are equipped with Nvidia's Blackwell and combined with AI memory to make an accelerator, and the semiconductor of Micron, an American semiconductor company, goes into this. So originally, there was a lot of expectation that SK Hynix's was going in. But micron semiconductors are in. And in the case of GPU devices now, the performance is twice as good as the previous one. Consumers cheered a lot because the price fell by a third. Conversely, domestic investors were bad news because semiconductor-related stocks such as SK Hynix and Samsung Electronics fell. However, because Micron Semiconductor went in, shares of Micron's partner soared more than 20% right after the announcement at the time, and this is a mixed blessing.

Excerpted from
: Jeong Eui-jin, Editor of the Digital News Team