[디자인하우스 특수] 에이디테크, 2나노 투자 '하이리스크 하이리턴'

ADTech's transformation from semiconductor design services to custom chip development for AI infrastructure reflects a critical industry shift as hyperscalers increasingly demand application-specific processors optimized for their AI and HPC workloads. While the company's engineering expertise and growing customer base position it competitively, its profitability timeline depends entirely on Samsung's 2nm process maturity and yields—a high-risk-high-return bet that will test whether non-TSMC partnerships can succeed in the custom semiconductor era.