Appreciate it, Rainbow Roxy! Korea’s deep bench in semiconductors and software makes that scenario more plausible than many assume, and Rebellions might just be the early signal.
The Samsung Foundry angle is fascinatin and probably Rebellions' biggest structural advantage. Everyone talks about TSMC's technical lead, but in a world where supply chain diversity is a national security priority, not being dependent on Taiwan might actually be worth a node disadvantage. The inference focus is smart too. Training is basically NVIDIA's moat because you need that raw compute and memory bandwidth, but inference is way more about efficiency and latency optimizaton. If Rebellions can prove out competitive TPS/W metrics, hyperscalers might actually diversify their inference workloads away from H100s just for resiliance reasons. That said, I'm curious how much of this is genuine technical differentiation vs just riding the geopolitical tailwinds. The K-Pop comparison is fun but also maybe telling - K-Pop succeeded because it found a global audience despite not being American. Can Rebellions find customers outside Korea who will choose them for reasons beyond supply chain hedge? If they're stuck selling mainly to SK Telecom and Kakao, that's more like K-Drama than K-Pop (huge domestically, niche globally).
The Samsung Foundry angle IS a genuine structural advantage: in chips, where you build is becoming as important as what you build. And yes, if Rebellions can prove strong TPS/W gains, the geopolitical argument turns commercial. And agreed on the K-Pop/K-drama analogy: the real test is global adoption. Can Rebellions find customers who choose it for performance and trust, not just as a supply-chain hedge?
This article comes at the perfect time, what if Koreas AI leads?
Appreciate it, Rainbow Roxy! Korea’s deep bench in semiconductors and software makes that scenario more plausible than many assume, and Rebellions might just be the early signal.
The Samsung Foundry angle is fascinatin and probably Rebellions' biggest structural advantage. Everyone talks about TSMC's technical lead, but in a world where supply chain diversity is a national security priority, not being dependent on Taiwan might actually be worth a node disadvantage. The inference focus is smart too. Training is basically NVIDIA's moat because you need that raw compute and memory bandwidth, but inference is way more about efficiency and latency optimizaton. If Rebellions can prove out competitive TPS/W metrics, hyperscalers might actually diversify their inference workloads away from H100s just for resiliance reasons. That said, I'm curious how much of this is genuine technical differentiation vs just riding the geopolitical tailwinds. The K-Pop comparison is fun but also maybe telling - K-Pop succeeded because it found a global audience despite not being American. Can Rebellions find customers outside Korea who will choose them for reasons beyond supply chain hedge? If they're stuck selling mainly to SK Telecom and Kakao, that's more like K-Drama than K-Pop (huge domestically, niche globally).
Great take!
The Samsung Foundry angle IS a genuine structural advantage: in chips, where you build is becoming as important as what you build. And yes, if Rebellions can prove strong TPS/W gains, the geopolitical argument turns commercial. And agreed on the K-Pop/K-drama analogy: the real test is global adoption. Can Rebellions find customers who choose it for performance and trust, not just as a supply-chain hedge?