Memory must adopt foundry model to fix AI inference bottleneck, says Korean scholar

AI development is driving larger data transfers and higher GPU efficiency demands, pushing memory toward customization and prompting South Korean industry watchers to call for a shift to a “memory foundry” model. Sungkyunkwan University professor Seokjoon Kwon said at the Nano Korea 2026 forum that memory makers must move from mass production to order-driven design tailored to customer needs.

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The AI investment race is building its own bust, BIS paper warns

The competitive race to dominate artificial intelligence is driving technology giants to over-build computing capacity by roughly half again more than is economically efficient — and the same contest, financed with debt and circular equity ties, is quietly manufacturing the conditions for a sector-wide bust. That is the central argument of a new Bank for International Settlements (BIS) working paper that puts formal numbers on a warning the institution has been sounding for weeks.

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ASML supplier Trumpf says South Korea EUV demand is growing faster than Taiwan’s

High-NA EUV lithography is becoming the semiconductor equipment industry’s next major battleground as demand rises for more advanced chips used in artificial intelligence, high-performance computing, and mobile devices. Trumpf, a key supplier to ASML, says higher laser power, faster tool output, and closer coordination with chip designers will determine how quickly the technology becomes mainstream.

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Commentary: Samsung, SK Hynix in Washington’s crosshairs over memory fabs

On a recent podcast, DIGITIMES analyst Luke Lin reviewed two major updates in the chip industry: Intel’s Ireland fab expansion and rising US scrutiny of Samsung Electronics and SK Hynix as both South Korean chipmakers expand memory capacity at home. He also assessed whether Intel’s revival is real, saying that its production scale-up and yield will ultimately be the deciding factors.

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Column: South Korea’s semiconductor strategy faces foresight and structural gaps

South Korea’s technology policies—including the two semiconductor strategies discussed previously and the broader K-Moonshot initiative introduced more recently—have been drafted by different government bodies, including the Ministry of Trade, Industry and Energy (MOTIE), the Presidential Office, and the Ministry of Science and ICT (MSIT). Yet they share several common characteristics.

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As AI expands nanotech, Samsung fortifies ecosystem and LG pivots to chip equipment

Nanotechnology is increasingly seen as a key enabler in the AI era, with competition broadening from semiconductors, manufacturing to home appliances. At Nano Korea 2026 held in Goyang, South Korea, Samsung Electronics again highlighted its integrated semiconductor solutions, while the LG Group moved beyond home appliances to showcase its deployment in semiconductor equipment and materials.

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Dutch report frames Chinese interference in chips, ports and aerospace as a systemic threat

Chinese foreign interference in the Netherlands’ strategic industries should be treated as a systemic, long-term threat rather than a series of isolated incidents, according to “Beyond Borders,” a report published under the China Knowledge Network (CKN) and written by analysts at the Hague Centre for Strategic Studies (HCSS). The study warns that while individual acts of espionage, coercion, or influence may look manageable on their own, their aggregate effect risks eroding the Netherlands’ technological edge, economic independence, and strategic autonomy.

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