Applied Materials Targets 'Memory Wall' in AI Era...Presents Solutions Across D-RAM, HBM, and Packaging
In the artificial intelligence (AI) era, semiconductor industry competition hinges on 'data movement' rather than 'computation'. As AI models grow lar…
2026.08.31 by 배종인 기자
Gartner "Memory Sales to Reach $837.3 Billion in 2026… 280% Year-over-Year Surge"
Gartner forecasts that the global semiconductor market will reach $1.5552 trillion in 2026. Expansion of AI infrastructure investment and memory price…
2026.08.25 by 명세환 기자
SK Hynix Unveils Next-Generation AI Infrastructure Blueprint Based on Optical Interconnect
SK Hynix has disclosed its CPO (Co-Packaged Optics) roadmap, a core technology for next-generation AI infrastructure, to Nature Electronics. To addres…
2026.08.21 by 배종인 기자
Samsung Electronics Establishes Plextek Group HVAC Production Line in Gwangju…240 Billion Won Investment
Samsung Electronics has decided to establish a new HVAC production line for Plextek Group, which it acquired, in Gwangju. The company will invest 240 …
2026.08.19 by 명세환 기자
Samsung Electronics Completes HVAC Production Line in Pune, India…Annual Capacity of 6,500 Units
Samsung Electronics has completed an HVAC production facility in Pune, India and is ramping up its response to the AI data center cooling market. Buil…
2026.08.13 by 배종인 기자
SKT Q2 Operating Profit 566 Billion Won...Up 67.3% Year-over-Year
SKT recorded operating profit of 566 billion won in Q2 2026, representing a 67.3% increase compared to the same period last year. AI data center reven…
2026.08.05 by 배종인 기자
OnSemi records Q2 revenue of $1.6 billion…9% increase year-over-year
OnSemi recorded Q2 revenue of $1.6 billion, achieving 9% growth compared to the previous year, driven by expanding AI data center demand. Free cash fl…
2026.08.05 by 명세환 기자
Puriosa AI to Supply RNGD to Sweden's 15MW AI Data Center
Domestic AI semiconductor company Puriosa AI will supply its AI inference accelerator RNGD to a 15MW-scale AI data center in Stockholm, Sweden. In col…
2026.08.05 by 배종인 기자
Schneider Electric Presents 800V DC Architecture for AI Data Centers
Schneider Electric is collaborating with NVIDIA to develop an 800V DC architecture to address ultra-high power density challenges in AI data centers. …
2026.08.05 by 명세환 기자
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The Era of 1 Million GPUs: Bottlenecks Are 'Wiring,' Not Computation… CPOs Are Changing the Data Center Landscape
AI data centers face data movement as a bottleneck rather than GPU computation. CPO (Co-Packaged Optics), which packages switch ASICs and optical engi…
2026.07.31 by 배종인 기자
Shipments Declined While Profits Exploded: The 'Memory Paradox' That Shook the Smartphone Market
The global smartphone market entered a sharp adjustment phase in the second quarter of 2026. While shipment volumes declined, prices increased, and th…
2026.07.31 by 배종인 기자
Schneider Electric and AMD Unveil 'Helios' AI Data Center Reference Design
Schneider Electric and AMD have jointly developed a 'Helios' AI data center reference design. The modular architecture supports up to 246kW processing…
2026.07.29 by 명세환 기자
SKT Establishes 'SK Hyper,' a Specialized AI DC Subsidiary, to Build 15GW Infrastructure
SK Telecom is establishing 'SK Hyper,' a dedicated corporation for AI data center operations, and will invest 750 billion won through 2030. Under a mi…
2026.07.24 by 배종인 기자
[2026 Power Electronics Conference] Choi Dae-han, Executive Director of Asung Korea, “Providing Total Solutions for the SiC-Based High Voltage Market”
Aseng Korea is expanding technical support from a systems perspective beyond component supply. Participating in the 2026 Power Electronics Academic Co…
2026.07.18 by 배종인 기자
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The Future of AI Data Centers, Why CPO Now?… e4ds EEWebinar to be held on July 21
e4ds news will host a webinar on July 21st through the e4ds EEWebinar titled 'Why CPO Now? The Future of Data Center Optical Interconnects'. Advisor I…
2026.07.08 by 배종인 기자