High-bandwidth memory (HBM), a core component in AI semiconductors, has drawn fresh scrutiny after former Intel CEO Pat Gelsinger called it "lousy" at a recent AI summit in Paris. SK Hynix, the market leader in this type of memory, also said it is not the final answer to AI memory bottlenecks, underscoring the industry's push to find a next-generation memory architecture beyond HBM.

Hygon Information posted a 66.5% increase in first-half 2026 revenue as accelerating artificial intelligence deployment and stronger demand for domestically developed computing chips lifted sales of its high-end processors.

South Korea's semiconductor export boom was heavily concentrated in memory in July. Memory-chip export value surged 276.9% year over year, while system semiconductor exports slipped 0.7%, as server demand and higher memory prices created a sharp split between the two segments.

For years, the logic of AI infrastructure has been straightforward: move more data, push more power, transmit more signals, remove more heat.

SanDisk Corp used its August 13, 2026 investor day to detail a technology roadmap and a set of financial targets it says will carry the flash-memory maker through the end of the decade. The plans center on new multiyear supply contracts with data center customers and an accelerating NAND product cadence built around artificial intelligence inference workloads.

Taiwanese test interface provider MPI said that continued strong expansion demand from global artificial intelligence (AI) customers, along with its growing global market share in mid- to high-end test interfaces, drove both revenue and profit to record highs in the second quarter of 2026. The company added that probe card capacity remained fully utilized as demand outpaces supply.