[SMM Computing Power News] A drone company has disclosed that AI model training is mostly outsourced to pod equipment suppliers, and its demand for self-built computing power is limited.

Thanks to robust semiconductor demand, South Korea’s June exports are expected to post even stronger growth, with the monthly trade surplus likely to surpass $30 billion for the first time. According to a median forecast from a Wall Street Journal survey of nine economists, exports are expected to grow 57.3% YoY in June, up from a revised 53.4% in May, while imports are projected to rise 23.5% YoY, driving the trade surplus for the month to $32 billion. Seunghoon Stephen Lee, chief economist at Meritz Securities, said chips and computers are seen as the key drivers of export growth, with the pace of export growth expected to remain above 50% in H2.

According to the latest research by TrendForce, due to the structural tightness of mature-node DRAM supply, Consumer DRAM buyers are being forced to adopt older-generation products to secure larger DRAM supply quotas, triggering a new wave of recent procurement demand for older-generation Consumer DRAM chips in the industry. This has caused the contract prices of Consumer DRAM chips of generations including DDR2 and DDR3 to extend the upward momentum from the first quarter of 2026. It is estimated that DDR2 contract prices will increase by approximately 55–60% in the second quarter, with a further 35–40% increase projected for the third quarter.

It was learned from a press conference held by the State Administration for Market Regulation that the national standards series on *Artificial Intelligence Agent Interconnection* has been officially released. The seven national standards in this series comprehensively cover core areas such as overall architecture, identity codes, identity management, agent description, agent discovery, agent interaction, and agent tool invocation, systematically building a full-coverage, closed-loop standards and specifications system spanning "identity identification — capability description — supply-demand discovery — collaborative interaction — tool invocation." This effectively fills the standards gap in this field. With the unified architecture and interaction rules enabled by these standards, enterprises can reuse standard components, reduce custom development, and shorten product time-to-market; simultaneously, the establishment of unified identity authentication and end-to-end traceability mechanisms reinforces the institutional foundation for cross-domain trustworthy and secure interactions.