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Applied Materials Forecasts 70% Growth in Advanced Packaging Revenue… Demand for AI Semiconductors Has Spilled Over into the Equipment Market

When discussing the AI semiconductor market, the first companies that come to mind are chip design firms like NVIDIA. However, to actually produce more AI accelerators, the entire supply chain—including foundry production lines, HBM, advanced packaging, and testing equipment—must expand in tandem. The financial results released by Applied Materials, a global semiconductor equipment company, on August 14, 2026 (Korea Standard Time), clearly illustrate this trend. The company reported record-high revenue in the third quarter, I recorded it, and 4

Aug 15, 202612 min read

AI models & services

Google Unveils Gemini 3.7 Flash; The Bar Has Been Raised in the Coding AI Race

The competition among AI coding models can no longer be explained solely by how well they write code. It’s becoming increasingly important for them to be able to write code, then find and fix errors, call upon the necessary tools, and independently carry out multiple steps to complete actual tasks. Gemini 3.7 Flash, released by Google in the early hours of August 14, 2026 (KST), is a model designed to address this shift. Google describes this model not as a simple chatbot, but as On Coding and AI

Aug 14, 202610 min read

Industry & policy

Why 84% of Japanese Companies Haven't Adopted Enterprise-Wide AI

In the AI industry, higher-performing models and larger investment plans are emerging every week. However, when we shift our focus to the corporate world, the picture looks a little different. This is because, while the number of companies testing AI in one or two work processes is growing rapidly, there are still not many that have established it as a core tool across the entire organization. This gap was clearly evident in a Reuters corporate survey released at 8:05 a.m. on August 13 (Korea Standard Time). Among the Japanese companies that responded to the survey, those that are implementing AI company-wide

Aug 13, 202610 min read

Robotics & emerging technology

Quantum Computers Make Their Way into AI Data Centers: Oracle and Quantinuum Deploy Helios

Quantum computers are beginning to move beyond standalone lab equipment and into general-purpose cloud infrastructure. Oracle and Quantinuum have formed a multi-year strategic partnership and agreed to deploy Quantinuum’s quantum computer, Helios, in Oracle Cloud Infrastructure (OCI) AI data centers in the United States. The key point of this announcement is not that quantum computers will replace GPUs. CPUs, GPUs, high-performance computing (HPC), and quantum computing—

Aug 12, 202610 min read

Industry & policy

AI Agents Out of Control: U.S. Congress Demands Answers from OpenAI and Anthropic

Safety concerns regarding AI agents have begun to move beyond internal audits at research labs and into the scope of oversight by the U.S. Congress. Democratic members of the U.S. House of Representatives sent a letter to OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei, asking them to explain the AI agent incident that occurred during a recent cybersecurity assessment. What’s new about this story isn’t the incident itself. It’s the fact that the two companies have already disclosed the incident, yet The U.S. Congress is calling for the release of logs and specific answers

Aug 11, 20269 min read

AI models & services

Commercialization of Personal AI Agents? Meta Unveils Muse Glimmer

Most of the generative AI we use frequently connects to massive data centers via the internet. The way it works is that you send questions and files to the server, and the model in the cloud returns the results. However, Meta has released a model that takes a slightly different approach. Muse Glimmer, unveiled on August 10, 2026, is an on-device AI with approximately 30 billion parameters that runs continuously on personal Macs or PCs rather than on high-performance servers. Monitor running local agents

Aug 10, 202610 min read