中国芯片设计，已经超越韩国

Core Viewpoint - The necessity for South Korean companies to invest more actively in semiconductor production to maintain global competitiveness in the AI sector is emphasized [3][4]. Group 1: Importance of In-House Semiconductor Production - Companies must predict and design future chip specifications to succeed in the AI semiconductor market [3]. - The speed of chip manufacturing and integration into products is crucial for success [3]. - Relying on external chip suppliers will result in a secondary position in the market; self-production is essential for leading the industry [3][4]. Group 2: Competitive Landscape - China's semiconductor industry has rapidly grown, with the number of fabless companies increasing from 1,780 in 2019 to 3,626 by 2024 [3]. - South Korea currently has around 150 fabless companies, a number that is declining [3]. - China has transitioned from a fast follower to a design leader in the semiconductor field, establishing a self-sufficient ecosystem [4]. Group 3: Recommendations for South Korea - A triangular cooperation structure between system demand companies, fabless companies, and foundries is necessary for maintaining competitiveness [4]. - Establishing a complete AI platform that integrates hardware design and system software is vital for product differentiation [3].