AI doesn't just need faster chips — it needs a power grid that can keep up.

In this episode, we break down two massive shifts happening right now in the AI infrastructure race:

① SK Hynix just completed the world's first 1c-node LPDDR6 DRAM — 33% faster, 20% more
power-efficient than its predecessor. And it's not just for phones anymore. Humanoid robots,
AI servers, iPhone 18 — three markets, one chip.

② The data center industry is moving to 800V DC power architecture. NVIDIA is targeting 2027
for full transition. The reason? At 54V, a single 1MW server rack requires 200kg of copper.
That math doesn't work. 800V cuts copper demand by 45%.

We also look at Korea's power grid bottleneck — and why domestic infrastructure may be the
biggest constraint on AI growth over the next five years.

If you're tracking Korean semiconductors, AI infrastructure, or energy investment — this one's for you.

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