International Perspective · August 09, 2026
① SK Hynix to Invest 54 Trillion Won (~$38.1B) in Yongin Y2 and Cheongju M17 Memory Fabs for AI Demand [详见中文版] — SK Hynix said on Friday it will invest 54 trillion Korean won (~$38.1 billion) to build two new memory chip manufacturing plants — one in Yongin called 'Y2' and another in Cheongju called 'M17' — to secure a mid-to-long-term production base for AI memory demand; the company also declared a quarterly dividend of 375 won per share and is reviewing additional shareholder returns. (SK Hynix IR / CNBC)
② AMD to Acquire AI Inference Chip Startup Taalas [详见中文版] — AMD announced on Aug 6 (EDT) the acquisition of Toronto-based AI inference chip startup Taalas, whose technology etches large-model weights directly into silicon, to advance compute solutions for the rapidly growing AI inference market. (AMD IR)
③ Cisco Sets Q4 FY2026 Earnings Call for Aug 12 as AI Infrastructure Order Bellwether — Cisco (NASDAQ: CSCO) scheduled its Q4 FY2026 financial results conference call for Wednesday, Aug 12, 2026 at 1:30 PM PT / 4:30 PM ET; the quarter ended July 25, 2026, and the release will test the durability of its 2026 AI infrastructure order trajectory. (Cisco IR)