디아이, 상반기 3200억 수주…반도체 랠리에 검사장비도 호황

AI server expansion is fueling structural demand for high-performance memory semiconductors, directly benefiting testing equipment suppliers like DI. With both Samsung Electronics and SK Hynix as major customers and 80%+ market dominance in memory testing, DI is positioned to capture sustained growth as manufacturers invest heavily in production capacity. This positions critical testing infrastructure at an inflection point with multi-year growth visibility driven by AI-driven semiconductor demand.