Core Viewpoint - The semiconductor industry is shifting focus from speed and capacity to power efficiency, driven by the increasing power demands of artificial intelligence (AI) applications [1][2]. Group 1: Power Consumption in AI Chips - AI chips are known for their high power consumption, with Nvidia's upcoming B100 chip requiring 1000 watts, while previous models A100 and H100 required 400 watts and 700 watts respectively [1]. - The development of low-power chips is becoming increasingly competitive, as they are essential for devices like smartphones and laptops that need to perform AI computations without internet connectivity [1]. Group 2: Advancements in Low-Power DRAM - Samsung has developed LPDDR5X, a low-power DRAM chip that offers over 30% increased capacity and 25% reduced power consumption compared to its predecessor [2]. - SK Hynix has commercialized LPDDR5T DRAM, which enhances performance by five times and can process 15 full HD movies per second while significantly lowering power usage [2]. - LPDDR stacking technology is being advanced to improve capacity and speed while minimizing power consumption [2]. Group 3: Next-Generation Materials - Development of next-generation materials, such as glass substrates, is underway to enhance semiconductor power efficiency, with the potential to significantly increase data processing speeds without additional power consumption [2][3]. - Companies like SKC and Samsung are investing in glass substrate production, with plans for mass production by 2026 [3]. Group 4: GaN and SiC Technologies - Low-power, high-performance chips based on Gallium Nitride (GaN) and Silicon Carbide (SiC) are being developed as potential alternatives to traditional silicon [4]. - Samsung has established a dedicated GaN semiconductor business team, aiming for mass production by 2025 [4].