기술 섹터 2026: AI 칩 주식 and 다음 컴퓨팅 투자 물결
2026-03-30 · 섹터 분석
AI chip demand continues to reshape the semiconductor industry.
Data Center Capex Cycle
Hyperscaler capital expenditure on AI infrastructure is the primary demand driver.
Competitive Landscape
NVIDIA dominates GPU training, but AMD, Intel, and custom silicon from cloud providers are gaining share.
Edge AI Opportunity
On-device AI inference creates a parallel opportunity in mobile and IoT chips.