These days, while studying semiconductors, I've been thinking about 'bottlenecks'.
I read in a book that 'semiconductor investment points follow bottlenecks'.
With the advent of AI, the bottleneck first appeared in computing, and thanks to that, GPUs became investment points.
Later, as the bottleneck came from memory, HBM became an investment point.
The bottleneck is now in the interconnect part that connects GPU to GPU, and it is said that optical related technology will become an investment point here.
In addition, at a GTC held some time ago, NVIDIA presented 800V HVDC, where GaN is essential instead of existing silicon.
Looking at domestic companies that deal with this technology, it seems that DB HiTek is challenging 650V.
It seems that they will hold a technical briefing or something similar in April next year. I would like to ask for your opinions on whether there is a place where I can check information or materials related to this.
