SK Hynix expands EUV roadmap with High-NA tools and PSM adoption

SK hynix said it is advancing its use of extreme ultraviolet (EUV) lithography for the mass production of next-generation DRAM, with high-numerical-aperture (High-NA) EUV equipment introduced in the second half of 2025 and related research and development beginning in 2026. The memory maker is also adopting phase-shift mask (PSM) technology and other process materials to improve EUV performance as demand rises for higher-capacity, higher-performance chips.

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South Korea plans new sovereign wealth fund to back AI, robots, supply chains

South Korea plans to establish a strategic investment account with at least 20 trillion won in assets within the Korea Investment Corporation in 2027 as it moves to strengthen its position in global advanced technology competition. According to Bloomberg, the fund will focus on artificial intelligence, robotics, and critical supply chains, while also extending to energy, batteries, power grid infrastructure, nuclear power, and quantum technology.

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Zhen Ding targets 50% revenue share from AI servers, optical modules, IC substrates by 2030

Zhen Ding Tech (ZDT), a major PCB supplier, said at its second-quarter 2026 earnings conference on August 11 that rising investment in AI computing infrastructure is ushering in a new expansion cycle for high-end PCB demand. Chairman Charles Shen said the company expects strong revenue growth in 2026, while increasing contributions from AI-related products should narrow the traditional gap between peak and off-peak seasons. ZDT aims to raise the combined revenue share of servers, optical modules and IC substrates to 45–50% by 2030.

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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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