ChipMOS Technologies shares rose more than 12% on Tuesday after the semiconductor packaging and testing company reported its highest quarterly revenue since 2014 and said AI-driven demand continued to exceed capacity. Second-quarter 2026 revenue increased 28.7% from a year earlier and 6.5% from the prior quarter to NT$7.38 billion ($231.8 million), gross margin expanded to 18% from 13.8% in the first quarter and 6.6% a year earlier, and net profit attributable to equity holders climbed 76.6% sequentially to NT$891.7 million. Earnings were 80 cents per basic American depositary share versus a 47-cent loss a year earlier, while first-half net free cash inflow reached NT$735.9 million and cash totaled NT$12.55 billion. Management expects DRAM demand to strengthen in the third quarter and plans heavier spending on memory assembly and testing, AI-related ASICs and silicon photonics, with capital spending set to exceed 25% of revenue in 2026 and stay above that level in 2027.