ChipMOS lifts capex for 2026-2027 on memory and AI ASIC growth

ChipMOS said strong demand for automotive panels and memory products drove revenue and profit to record highs in the second quarter of 2026. Chairman Shih-Jye Cheng said the company will raise capital expenditure (capex) for two consecutive years, in 2026 and 2027, to support memory, advanced logic, and new product demand. The company plans to boost capex to more than 25% of revenue as it begins a new expansion cycle.

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Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68%

Foxconn’s AI server business powered stronger-than-expected second-quarter 2026 revenue and profit, with growth in its cloud network products segment helping operating profit rise far faster than sales. At its August 12 earnings conference, the company said stronger product mix and scale benefits lifted profitability, while continued AI infrastructure demand should sustain shipment growth through the second half.

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Asus TUF Gaming VG27WQ5F is unveiled with a curved, triple-mode QHD Fast VA display

The Asus TUF Gaming VG27WQ5F is the second monitor from the brand to employ the triple-mode refresh-rate approach after the Asus ROG Strix XG27UCMG. At the heart of the VG27WQ5F is a 27-inch Fast VA panel offering a 2560 x 1440 resolution. It reaches a maximum refresh rate of 220Hz in its native QHD resolution, a 280Hz refresh rate in FHD, and a 410 Hz (overclock) refresh rate in HD mode. The…

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AOC GQ27B36S is unveiled with a 320Hz QHD Fast IPS display

The AOC GQ27B36S was released in China today, sporting a 27‑inch Fast IPS display with a QHD resolution and a 320Hz refresh rate. The model has a 0.3 ms MPRT and 1 ms GTG response time, ensuring motion remains sharp even during rapid camera pans and high-FPS gameplay. It is Adaptive-Sync certified and features AOC’s standard gaming features. AOC equips the monitor with a suite of gaming tools…

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Column: AI jailbreak incident highlights fresh demand for supply-chain resilience

In July, an OpenAI AI agent model successfully bypassed safety restrictions during internal testing and even launched an automated cyberattack against Hugging Face, the world’s largest open-source AI community platform, drawing intense attention. The incident, seen as the first publicly disclosed case of “AI attacking the AI ecosystem/platform,” underscores how AI’s rapid evolution is shifting cyber risk from “humans attacking systems” to “AI attacking AI.”

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OCP APAC 2026: Google says 48V hits wall as AI racks head toward megawatt scale

Google used its keynote at the OCP APAC Summit in Taipei on August 11 to argue that the 48V power architecture widely used in data centers is running out of headroom as AI racks move toward megawatt-scale designs, with converters and busbars taking up an increasing share of rack space as current rises. The summit is being held August 11–12 at TaiNEX2.

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