[박종면칼럼] ‘젠슨 황 클럽’의 손익계산서…진짜 수혜주는?

Jensen Huang's extensive engagement with Korean conglomerates signals South Korea's transition from a mere chip supplier to a strategic 'AI Industrialization Hub' that provides essential infrastructure including HBM, power systems, and thermal management. While memory leaders like SK Hynix and Samsung Electronics remain central, companies like Doosan and LG Electronics are emerging as vital partners by addressing critical AI bottlenecks in power consumption and cooling efficiency.