AI GPU (H100-class)(AI GPU (H100급))
Memory semiconductor · estimated spot price (source: financial news + Korean customs export statistics, automated model)
AI GPUs are accelerators specialized for generative-AI training and inference, and the core of the LLM (large language model) infrastructure in combination with HBM memory. NVIDIA H100/H200/B100/B200, AMD MI300/MI325X, and Intel Gaudi3 launches in 2024–2025 drove the market into volume.
Specs: NVIDIA H100 (80GB HBM3), H200 (141GB HBM3E), B100/B200 (192GB HBM3E), AMD MI300X (192GB HBM3), Intel Gaudi3
Manufacturers: NVIDIA (>80% share), AMD, Intel, Huawei (Ascend), Google (TPU, in-house)
Market context: A single NVIDIA GPU prices at $25,000–$40,000+. CapEx announcements from MSFT, META, GOOG, and AMZN remain the largest single driver of GPU demand, HBM demand, and Korean memory-stock performance.