Competition surrounding AI semiconductors has entered a new phase—one that tests not only corporate capabilities but also national strategy and execution. Through this [Expert POV] series, we explore the opportunities and challenges facing the global semiconductor industry in the AI era from a range of perspectives, including technology, finance, policy, infrastructure, ecosystems, globalization, and sustainability. […] The post [Expert POV] The real battleground in the AI semiconductor race: Capital and energy infrastructure first appeared on SK hynix Newsroom .