"엔비디아 1000억 투자" 세계가 탐내는 한국의 다크호스, HBM 다음 타자 등장 ㄷㄷ

There is a Korean semiconductor fabless company that received the first-ever 100 billion won investment from NVIDIA. It is being integrated into 'Feynman,' the next generation after Vera Rubin, and has the potential to become the next HBM. We met in person with CEO Sean Park of Pointu Technologies to hear the details. Chapter 0:00 Highlights 0:24 Summary 2:06 Technological Background 4:06 E-Tube 5:27 NVIDIA Investment 6:56 Commercialization 7:49 Quantitative Performance 8:32 The Real Bottleneck in the AI ​​Era 9:38 Market Size 10:35 Future Outlook Get more detailed information at Heisenberg: https://heisenberg.kr Instagram:   / softdragon__   Sources 1. Lee In-hee, “Startups: The Best Way to Prove Technological Value, Bae Hyun-min, Dean of KAIST Startup Foundation,” Electronic Times, 2025 2. Point2 Technology, “Point2 Technology Showcases Next-Generation E-Tube RF Transmission Over Plastic Waveguide Interconnect At DesignCon 2026,” 2026 3. Point2 Technology, “Point2 Technology To Demonstrate Active RF Cable Built With The E-Tube Technology And 800G AEC Sat OFC 2026”, 2026 4. Foxconn, “Point2 Technology to Showcase e-Tube Rack-Scale RF Transmission over Plastic Waveguide, A Breakthrough in AI Interconnect at OCP Global Summit”, 2025 5. Business Wire, “Point2 Secures Investment from Maverick Silicon, with Participation from NVentures and UMC”, 2026 6. Ben Wodecki, “Keysight and Point2 testing multiterabit RF interconnects to power AI scale-up”, sdx central 7. Oi, “Korean Cable Company NVIDIA Was Trying to Acquire Unlocked Hidden Weaknesses in Data Centers”, Heisenberg, 2026 BGM 1. Albatross - Short version c by Roie Shpigler 2. Play with Fire by Rockn Stock 3. Victory Dreams - Instrumental version by Wheres LuLu 4. Fires by Roie Shpigler 5. Top of the Rock by Ikoliks 6. Top of the Rock by Ikoliks