According to a research report published by Lyon, proxy AI transforms a single inference of large-scale AI models into a long-term tool usage cycle that requires multiple rounds of operation for each task, putting pressure on memory capacity, bandwidth, and rack size integrity, far exceeding simple computational problems. Therefore, it requires high-bandwidth memory, low power consumption, double data rate/small compressed additional memory modules, enterprise-grade solid-state drive/high-bandwidth flash memory, advanced packaging, testing, and front-end miniaturization. According to the bank, Korea has an extensive end-to-end layout in key AI semiconductor processes such as AI memory, bonding, substrates, testing, and front-end processing. The bank believes that with the support of structural Agentic AI demand and tight supply, K-enablers have improved fundamentals and strengthened their positioning, giving SK Hynix, Samsung Electric, and EO Technics “Highly Confident Outperforming the Market” ratings, while Samsung Electronics, Korean-US Semiconductors, HPSP Eugene, and ISC have been rated “outperforming the market”.

According to a research report published by Lyon, proxy AI transforms a single inference of large-scale AI models into a long-term tool usage cycle that requires multiple rounds of operation for each task, putting pressure on memory capacity, bandwidth, and rack size integrity, far exceeding simple computational problems. Therefore, it requires high-bandwidth memory, low power consumption, double data rate/small compressed additional memory modules, enterprise-grade solid-state drive/high-bandwidth flash memory, advanced packaging, testing, and front-end miniaturization. According to the bank, Korea has an extensive end-to-end layout in key AI semiconductor processes such as AI memory, bonding, substrates, testing, and front-end processing. The bank believes that with the support of structural Agentic AI demand and tight supply, K-enablers have improved fundamentals and strengthened their positioning, giving SK Hynix, Samsung Electric, and EO Technics “Highly Confident Outperforming the Market” ratings, while Samsung Electronics, Korean-US Semiconductors, HPSP Eugene, and ISC have been rated “outperforming the market”.