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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.

TSMC Chairman C.C. Wei said on July 16 that if more competitors can offer advanced packaging solutions that meet customer needs, the company welcomes the added supply-chain flexibility. His comments, made at TSMC's earnings call, suggested that customer growth has already been somewhat constrained by tight back-end packaging capacity.

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