Dr. Phil Yang's AI Series #49. The Next Destination of K-Semiconductors: Change the Game with Physical AI

Have you felt frustrated hearing that Korea is falling behind in the AI race?

The United States is leading in LLMs — writing novels, generating images, and automating digital intelligence.

But there is another battlefield.

This episode proposes a strategic pivot for Korea in the AI era.

🔗 Watch here:https://youtu.be/vbG4cTEDwcQ

https://www.youtube.com/watch?v=vbG4cTEDwcQ

🔥 Core Message

Korea must move beyond simply manufacturing AI chips.

We need to design and lead integrated on-device AI packages where:

• 🧠 The brain → AI semiconductors

• 🔌 The nerves → sensors

• 💪 The muscles → robotics

are combined into a unified system.

🧠 Software AI vs. Physical AI

• Software automation → The U.S. currently leads

• Physical automation (Physical AI) → Korea’s domain of strength

Korea already holds world-class capabilities in:

• Semiconductor manufacturing

• Advanced sensors

• Precision machinery

• Industrial automation

The opportunity is clear.

Instead of exporting chips, we should export intelligent factories.

Instead of selling components, we should sell fully integrated AI-enabled robotics and smart factory systems.

🚢 The Future We Should Build

While the U.S. builds LLMs to write stories,Korea can:

• Move robotic arms with zero error

• Launch autonomous vessels

• Define global standards for physical intelligence

• Lead next-generation manufacturing automation

The semiconductor strategy must evolve.

It is no longer about making better chips.

It is about selling the entire system in which those chips operate.

Now is the time to change the game.