미국 SMR 설계·한국 제조, 400조 시장에 두산에너빌리티가 핵심인 이유 (김형대 원자력 공학과 교수)

[Complete Guide to SMR] From Semiconductor Power Shortages to Doosan Enerbility: Why Nuclear Power is Renewing Attention in the AI ​​Era The global SMR (Small Modular Reactor) market is growing to a scale of 400 trillion won. With the site for Korea's first SMR construction confirmed as Gijang-gun, Busan, SMRs are emerging as a solution to the power shortages facing the AI ​​and semiconductor industries. In this video, joined by Professor Kim Young-dae and Announcer Oh Da-young, we examine exactly what an SMR is, how the Fukushima accident served as a catalyst for its development, how it differs from large-scale nuclear power plants, and why it is receiving renewed attention in the AI ​​era. Following this, we explored the role and competitiveness Doosan Enerbility will play in the 400 trillion won SMR market, the positioning Korea needs to secure, and key points that investors and interested parties should check. 00:00 Highlights 00:50 What is SMR? 01:20 Why Small Reactors? 04:16 What is the size difference between SMRs and conventional nuclear power plants? 06:56 The reason SMRs have not been developed until now 08:28 Why SMRs are important in the AI ​​era 09:54 Why Big Tech companies are focusing on SMRs 11:14 NuScale Power and SMR 13:01 Where SMRs can be used 15:01 Why Korea and Japan are essential for the US to build SMRs 16:05 What is Doosan Enerbility's role in the SMR era? 16:52 Why is Doosan Enerbility investing in SMRs? 18:47 What investors must know when investing in SMRs? #SMR #SmallModularReactor #DoosanEnerbility #NuclearPowerPlant #AIPowerShortage #Semiconductor #CarbonNeutrality #Energy #NuclearPower #GwangjuJeonnam