Chaos and Order https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/finance/2026-06-18-custom-asic-vs-gpu-investing.en Custom ASIC vs GPU: An Investing Perspective on the Chip War https://www.youngju.dev/blog/finance/2026-06-18-custom-asic-vs-gpu-investing.en An investing-focused analysis of the rise of cloud providers in-house chips (custom ASICs) and the shifting inference market. We weigh Nvidia moat and the challenges to it, map the value-chain beneficiaries, and lay out the key risks in a balanced way. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) asicgpusemiconductorinvestingnvidiaai-chipsinference https://www.youngju.dev/blog/finance/2026-06-18-custom-asic-vs-gpu-investing.ja カスタムASIC対GPU — チップ戦争を投資の視点で読む https://www.youngju.dev/blog/finance/2026-06-18-custom-asic-vs-gpu-investing.ja クラウド事業者の自社チップ(カスタムASIC)の台頭と推論市場の変化を投資の視点で分析します。Nvidiaの堀とそれへの挑戦、バリューチェーンの受益マップ、そして主要なリスクをバランスよく整理します。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) asicgpusemiconductorinvestingnvidiaai-chipsinference https://www.youngju.dev/blog/finance/2026-06-18-custom-asic-vs-gpu-investing 커스텀 ASIC vs GPU — 칩 전쟁의 투자 관점 https://www.youngju.dev/blog/finance/2026-06-18-custom-asic-vs-gpu-investing 클라우드 사업자의 자체 칩(커스텀 ASIC) 부상과 추론 시장의 변화를 투자 관점에서 분석합니다. 엔비디아의 해자와 그에 대한 도전, 밸류체인 수혜 지도, 그리고 핵심 리스크를 균형 있게 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) asicgpusemiconductorinvestingnvidiaai-chipsinference