AI demand to boost ChipMOS spending‘STRONG DEMAND’: As ChipMOS is facing capacity constraints, it reserves most of its capacity for major customers and has to turn down small-scale orders, its chairman saidBy Lisa Wang / Staff reporterChip packaging services provider ChipMOS Technologies Inc (南茂科技) yesterday said it plans to ramp up capital expenditure this year amid growing chip demand for artificial intelligence (AI) and data centers. The company said that part of the spending would be used to build advanced chip packaging capacity for customers’ next-generation chips used in cutting-edge AI devices. “The deployment of AI and cloud-based data centers is fueling enterprises’ demand for NAND flash and DRAM chips. Together with the emergence of cutting-edge AI devices, demand for memory chips is on the rise,” Cheng said. It reported the strongest quarterly earnings in nine quarters for last quarter, benefiting from strong demand for memory packaging and testing services.

Source: Taipei Times February 24, 2026 17:13 UTC