IMOS

This article first appeared on GuruFocus. Revenue: Q2 2026 total revenue was TWD7,383 million, up 6.5% quarter-over-quarter and 28.7% year-over-year, reaching its highest level since 2014. Gross Margin: Q2 2026 gross margin was 18.0%, up 420 basis points from Q1 2026 and up 11.4 percentage points year-over-year. Net Earnings: Q2 2026 net earnings were TWD1.28 per basic common share (USD0.80 per basic ADS), compared to a net loss of USD0.47 per basic ADS in Q2 2025. Operating Profit: Q2 2026 operating profit was TWD948 million, with an operating profit margin of 12.8%, up 5.3 percentage points from Q1 2026. Operating Expenses: Q2 2026 operating expenses were TWD487 million, or 6.6% of total revenue, up 7.7% from Q1 2026. Utilization Rates: Overall utilization was 72% in Q2, with assembly at 78%, test at 74%, DDIC at 69%, and bumping at 65%. Segment Revenue: Assembly represented 31.8% of Q2 revenue, mixed signal and memory testing 25.4%, and wafer bumping 23.7%. Product Revenue: Memory products represented 51% of Q2 revenue, up 6.7% from Q1 and up over 46% year-over-year; DDIC represented 18.1% of Q2 revenue, up 9.7% from Q1. End-Market Revenue: Automotive and industrial represented 28.9% of Q2 revenue, up 14.1% from Q1; smartphone represented 29.9%, up 2.8% from Q1; TV panel represented 12.6%, up 7.6% from Q1; consumer represented 22.2%, up 12.2% from Q1; computing represented 6.4%, down 23.7% from Q1. Cash Flow: Net free cash inflow for the first half of 2026 was TWD736 million, compared to TWD1,667 million for the same period in 2025. Capital Expenditures: Q2 2026 CapEx was TWD2,380 million, with 12.1% for bumping, 14.3% for LCD driver, 30.5% for assembly, and 43.1% for testing. Depreciation: Depreciation expenses were TWD1,218 million in Q2 2026. Warning! GuruFocus has detected 3 Warning Signs with IMOS. Is IMOS fairly valued? Test your thesis with our free DCF calculator. Release Date: August 11, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. ChipMOS TECHNOLOGIES Inc (NASDAQ:IMOS) achieved its highest quarterly revenue since 2014, with Q2 2026 revenue up 28.7% year-over-year. Gross margin improved significantly, increasing 420 basis points quarter-over-quarter to 18.0%. The company reported a record net earnings per basic share of TWD1.28 in Q2 2026, a strong turnaround from a net loss in the prior year. Memory product revenue surged over 46% year-over-year, driven by strong demand for DRAM and flash products. The company is expanding into high-growth areas like silicon photonics and AI ASIC testing, with strategic capacity investments and a new facility in Tainan Science Park. ChipMOS TECHNOLOGIES Inc (NASDAQ:IMOS) faces rising material costs, including substrates, lead frames, and gold, which pressure margins. The company's CapEx is expected to exceed 25% of revenue in both 2026 and 2027, potentially straining cash flow. Flash product momentum is slightly trailing DRAM due to customer inventory adjustments. Computing segment revenue decreased 23.7% quarter-over-quarter, indicating softness in that market. The company is monetizing low-end DDIC assets, suggesting a strategic shift away from certain legacy product lines. Q: How should we estimate the magnitude of the upward adjustment to the 2026 CapEx plan, and what percentage will be invested in logic testing for mobile phones or AI ASIC? Do you have any preliminary thoughts on next year's CapEx?A: Silvia Su, VP of Finance, stated that while the company usually aims to control CapEx at about 20% of annual revenue, it will be higher this year, likely exceeding 25%. The proportion for logic and mixed signal products will account for approximately 7% to 10% of total CapEx for 2026. Next year's CapEx should also remain relatively high, likely exceeding 25% of revenue again, as the company invests to support growth. Q: Is there room for further upward price adjustments for memory and driver IC packaging/testing in the second half of the year?A: Chairman S.J. Cheng explained that rising material costs, including substrates, lead frames, and especially gold, will be passed on to customers. Additionally, for high-end probe cards in the Driver IC segment, price increases have been substantial, and agreements have been reached with customers to pass these costs through to maintain the company's competitive advantage. Q: Will the proportion of CapEx for logic and mixed signal products increase next year, as 7% to 10% feels like it only covers a few testing machines?A: Silvia Su confirmed that the proportion for next year should indeed be higher than this year's, though the specific allocation is still being organized. Overall, the proportion will be higher. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Interested in Chipmos Technologies? Here are five stocks we like better. ChipMOS reported a major earnings rebound in Q2 2026: Revenue rose 28.7% year over year to NT$7.38 billion, while net profit reached NT$892 million versus a loss of NT$533 million a year earlier. Gross margin improved to 18.0% as pricing, product mix and utilization strengthened. Memory demand led growth, with memory revenue up more than 46% year over year and DRAM revenue increasing over 70%. Management expects memory momentum—particularly DDR4 and DDR5—to outpace driver IC growth in the second half. ChipMOS is accelerating capacity investments: 2026 capital spending is expected to exceed 25% of revenue, funding memory testing, assembly, automation and AI-related capabilities. A newly acquired Tainan facility is planned to support additional memory and mixed-signal capacity beginning in 2027. 3 Overseas Stocks Traded On U.S. Exchanges That Remain In Buy Range Chipmos Technologies (NASDAQ:IMOS) reported second-quarter revenue at its highest level since 2014, with stronger pricing, product mix and factory utilization lifting profitability as demand continued to exceed available capacity, Chairman and President S.J. Cheng said on the company’s 2026 semi-annual earnings call. Second-quarter revenue reached NT$7.38 billion, up 6.5% from the first quarter and 28.7% from a year earlier. Net profit attributable to the company was NT$892 million, compared with a loss of NT$533 million in the second quarter of 2025. Basic earnings were NT$1.28 per common share, or $0.80 per basic American depositary share. → SoundHound AI Sends a Loud Signal After Its Q2 Earnings Beat “We delivered a strong start to 2026 with a real earnings inflection,” Cheng said, citing demand that remains above capacity, improved pricing and favorable operating leverage. He added that customer visibility remained strong and that AI-driven demand continued to outpace supply. Gross profit was NT$1.33 billion, producing a gross margin of 18.0%, up from 13.8% in the first quarter and 6.6% in the prior-year quarter. Operating profit rose to NT$948 million, with an operating margin of 12.8%, compared with a 7.5% margin in the first quarter. → AST SpaceMobile Earnings Just Reminded Investors How Risky Space Can Be Vice President of Finance and Accounting Management Center Silvia Su said quarterly profit attributable to the company increased 76.6% sequentially, primarily reflecting a NT$428 million increase in operating profit. Compared with the year-earlier period, results also benefited from lower foreign-exchange losses and a gain from the valuation of financial assets. Overall utilization reached 72% in the second quarter. Assembly utilization was 78%, while average testing utilization was 74%. Driver IC utilization was 69% and bumping utilization was 65%. Assembly accounted for 31.8% of second-quarter revenue. Mixed-signal and memory testing represented 25.4% of revenue. Wafer bumping represented 23.7% of revenue. Memory products accounted for 51% of revenue. → First Solar’s Profit Engine Faces a New Policy Test in Washington Memory revenue rose approximately 6.7% from the first quarter and more than 46% from a year earlier. DRAM represented about 20.7% of total revenue, increasing 1.3% sequentially and more than 70% year over year. Niche DRAM revenue increased 21.8% from the first quarter. Flash revenue, which represented 29.5% of quarterly revenue, increased 9.9% sequentially and more than 32% year over year. NAND flash rose 6.3% from the first quarter, while NOR flash increased 15.8%. Cheng said ChipMOS selectively raised memory outsourced semiconductor assembly and test, or OSAT, prices during the second quarter to reflect higher material costs. He said customer discussions had been positive and emphasized the company’s focus on long-term customer relationships. The company expects memory momentum in the second half to exceed that of driver IC products. Cheng said DRAM should see more significant third-quarter growth, supported by demand for DDR4 and the ramp-up of DDR5 products. Flash demand is expected to remain steady amid seasonal stocking, although some customers are adjusting inventories. Driver IC and gold bumping revenue represented about 39.2% of second-quarter revenue, increasing 7.1% from the first quarter and 14.1% from a year earlier. The segment benefited from rush orders and a favorable mix of automotive-panel and OLED products, which offset pockets of weaker end-market demand, Cheng said. DDIC revenue rose 9.7% sequentially. Automotive-panel demand generated more than 39% of DDIC revenue and increased more than 8.2% from the first quarter. OLED represented just under 21.9% of DDIC revenue and rose 12.7%, driven by customer inventory replenishment. ChipMOS also increased DDIC OSAT pricing in the second quarter to provide relief from operating costs. During the question-and-answer session, Cheng said the company expects to pass through additional increases in substrates, lead frames and gold, as well as higher costs for high-end probe cards used in driver IC applications. By end market, automotive and industrial revenue represented 28.9% of the quarter’s total, up 14.1% sequentially and more than 45% year over year. Smartphone revenue accounted for 29.9% and rose 2.8% from the first quarter. Computing revenue represented 6.4% and declined 23.7% sequentially. The board approved an increase to ChipMOS’ 2026 capital-expenditure plan. Su said capital spending is expected to exceed 25% of annual revenue this year, compared with the company’s long-term goal of maintaining capex below 20% of revenue. She said capex is also likely to exceed 25% of revenue in 2027 as the company invests to support growth. ChipMOS invested NT$2.38 billion in capital expenditures during the second quarter, including 43.1% for testing, 30.5% for assembly, 14.3% for LCD driver applications and 12.1% for bumping. Logic and mixed-signal investments are expected to account for about 7% to 10% of 2026 capex, with a higher proportion anticipated next year. Cheng said the investments will address memory assembly and testing bottlenecks, automation and artificial-intelligence initiatives, as well as longer-term silicon photonics and AI ASIC testing opportunities. The company plans to expand its logic and mixed-signal portfolio beyond TV system-on-chip products into mobile and AI ASIC-related applications. New high-end testing equipment for mobile projects is expected to arrive at the end of the year. The company also acquired a facility in the Tainan Science Park area to support memory customers’ capacity needs beginning in 2027 and mixed-signal expansion. Cheng said ChipMOS is building memory testing capacity and turnkey assembly and testing capabilities at the site, while consolidating clean-room space and improving logistics efficiency for anticipated growth over the next three to five years. As of June 30, ChipMOS had NT$12.55 billion in cash and cash equivalents, down NT$2.31 billion from the beginning of the year. First-half free cash inflow was NT$736 million, compared with NT$1.67 billion in the same period of 2025, reflecting higher capital expenditures and income-tax expense. ChipMOS Technologies Inc is a Taiwan‐based provider of outsourced semiconductor assembly, testing and packaging services. The company offers a comprehensive range of back‐end solutions including wafer probing, assembly, surface mount and final test services for memory chips, microcontrollers, system‐on‐chips and other integrated circuits. ChipMOS serves customers in the consumer electronics, communications, industrial and automotive markets by delivering reliable testing and packaging support to semiconductor fabless companies and foundries. Founded in 1997 and headquartered in Hsinchu, Taiwan, ChipMOS operates multiple production facilities across Asia, including sites in Taoyuan (Taiwan), Guangdong Province (China) and Singapore. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "Chipmos Technologies Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for August 2026.

28.7% Increase in 2Q26 Revenue Compared to 2Q25 Gross Margin Expands to 18% 2Q26 Net Earnings of NT$1.28 or US$0.04 per Basic Common Share Compared to a 2Q25 Net Loss of NT$0.75 or US$0.02 per Basic Common Share 2Q26 Net Earnings of US$0.80 per Basic ADS Compared to a 2Q25 Net Loss of US$0.47 per Basic ADS Cash and Cash Equivalents Balance of NT$12,552.3 Million or US$394.1 Million Cash Dividend Distributed from Capital Surplus of NT$1.23 per Common Share on July 17, 2026 and US$0.760 per ADS on July 24, 2026 HSINCHU, Aug. 11, 2026 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), today reported consolidated financial results for the second quarter ended June 30, 2026. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$31.85 against US$1.00 as of June 30, 2026. All the figures were prepared in accordance with Taiwan-International Financial Reporting Standards ("Taiwan-IFRS"). Revenue for the second quarter of 2026 was NT$7,383.1 million or US$231.8 million, an increase of 6.5% from NT$6,935.6 million or US$217.8 million in the first quarter of 2026 and an increase of 28.7% from NT$5,735.8 million or US$180.1 million for the same period in 2025. Gross margin for the second quarter of 2026 was 18% compared to 13.8% in the first quarter of 2026, and 6.6% in the same period in 2025. Net non-operating income in the second quarter of 2026 was NT$78.9 million or US$2.5 million, compared to NT$78.5 million or US$2.5 million in the first quarter of 2026, and net non-operating expenses of NT$682.2 million or US$21.4 million in the second quarter of 2025. The difference between the second quarter of 2025 is mainly due to the decrease of foreign exchange loss of NT$685 million or US$21.5 million and the positive impact on valuation of financial assets at fair value through profit or loss of NT$80 million or US$2.5 million from the loss on valuation of financial assets at fair value through profit or loss of NT$2 million or US$0.1 million in the second quarter of 2025 to the gain on valuation of financial assets at fair value through profit or loss of NT$78 million or US$2.4 million in the second quarter of 2026. Net profit attributable to equity holders of the Company for the second quarter of 2026 was NT$891.7 million or US$28.0 million, and NT$1.28 or US$0.04 per basic common share, as compared to NT$504.9 million or US$15.9 million, and NT$0.72 or US$0.02 per basic common share in the first quarter of 2026. This compares to net loss attributable to equity holders of the Company for the second quarter of 2025 was NT$533.1 million or US$16.7 million, and NT$0.75 or US$0.02 per basic common share. Net earnings for the second quarter of 2026 were US$0.80 per basic ADS, compared to US$0.45 per basic ADS for the first quarter of 2026 and net losses of US$0.47 per basic ADS in the second quarter of 2025. Net free cash inflow for the first half of 2026 was NT$735.9 million or US$23.1 million with a strong balance of cash and cash equivalents was NT$12,552.3 million or US$394.1 million. Second Quarter 2026 Investor Semiannual Conference Call / Webcast Details Date: Tuesday, August 11, 2026Time: 3:00PM Taiwan (3:00AM New York)Dial-In: +886-2-33961191Password: 1637011 #Semiannual Conference Call Webcast and Replay: https://www.chipmos.com/chinese/ir/info2.aspxReplay: Starts approximately 2 hours after the live call endsLanguage: Mandarin Note: A transcript will be provided on the Company's website in English following the semiannual conference call to help ensure transparency, and to facilitate a better understanding of the Company's financial results and operating environment. About ChipMOS TECHNOLOGIES INC.:ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS) (www.chipmos.com) is an industry leading provider of outsourced semiconductor assembly and test services. With advanced facilities in Hsinchu Science Park, Hsinchu Industrial Park and Southern Taiwan Science Park in Taiwan, ChipMOS is known for its track record of excellence and history of innovation. The Company provides end-to-end assembly and test services to leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries serving virtually all end markets worldwide. Forward-Looking Statements This press release may contain certain forward-looking statements. These forward-looking statements may be identified by words such as 'believes,' 'expects,' 'anticipates,' 'projects,' 'intends,' 'should,' 'seeks,' 'estimates,' 'future' or similar expressions or by discussion of, among other things, strategies, goals, plans or intentions. These statements may include financial projections and estimates and their underlying assumptions, statements regarding current macroeconomic conditions, including the impacts of high inflation, foreign exchange rates and risk of recession, on demand for our products, consumer confidence and financial markets generally; changes in trade regulations, policies, and agreements and the imposition of tariffs that affect our products or operations, including potential new tariffs that may be imposed and our ability to mitigate with respect to future operations, products and services, and statements regarding future performance. Actual results may differ materially in the future from those reflected in forward-looking statements contained in this document, based on a number of important factors and risks, which are more specifically identified in the Company's most recent U.S. Securities and Exchange Commission (the "SEC") filings. Further information regarding these risks, uncertainties and other factors are included in the Company's most recent Annual Report on Form 20-F filed with the SEC and in its other filings with the SEC. View original content:https://www.prnewswire.com/news-releases/chipmos-reports-second-quarter-2026-results-record-high-quarterly-revenue-since-2014-302847951.html

HSINCHU, July 23, 2026 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), today announced that it will report second quarter 2026 results and host a semiannual conference call after the close of trading on the Taiwan Stock Exchange on Tuesday, August 11, 2026. Investors and analysts are encouraged to participate in the semiannual conference call using the dial-in phone number noted below. A webcast and replay will be available on the Company's website. Date: Tuesday, August 11, 2026Time: 3:00PM Taiwan (3:00AM New York)Dial-In: +886-2-3396 1191Password: 1637011 # Semiannual Conference Call Webcast and Replay: https://www.chipmos.com/chinese/ir/info2.aspxReplay: Starts Approximately 2 hours after the live call ends Language: Mandarin Note: A transcript will be provided on the Company's website in English following the semiannual conference call to help ensure transparency, and to facilitate a better understanding of the Company's financial results and operating environment. About ChipMOS TECHNOLOGIES INC.:ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS) (www.chipmos.com) is an industry leading provider of outsourced semiconductor assembly and test services. With advanced facilities in Hsinchu Science Park, Hsinchu Industrial Park and Southern Taiwan Science Park in Taiwan, ChipMOS is known for its track record of excellence and history of innovation. The Company provides end-to-end assembly and test services to leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries serving virtually all end markets worldwide. Forward-Looking Statements:This press release may contain certain forward-looking statements. These forward-looking statements may be identified by words such as 'believes,' 'expects,' 'anticipates,' 'projects,' 'intends,' 'should,' 'seeks,' 'estimates,' 'future' or similar expressions or by discussion of, among other things, strategies, goals, plans or intentions. These statements may include financial projections and estimates and their underlying assumptions, statements regarding current macroeconomic conditions, including the impacts of high inflation, foreign exchange rates and risk of recession, on demand for our products, consumer confidence and financial markets generally; changes in trade regulations, policies, and agreements and the imposition of tariffs that affect our products or operations, including potential new tariffs that may be imposed and our ability to mitigate with respect to future operations, products and services, and statements regarding future performance. Actual results may differ materially in the future from those reflected in forward-looking statements contained in this document, based on a number of important factors and risks, which are more specifically identified in the Company's most recent U.S. Securities and Exchange Commission (the "SEC") filings. Further information regarding these risks, uncertainties and other factors are included in the Company's most recent Annual Report on Form 20-F filed with the SEC and in its other filings with the SEC. Contacts: View original content:https://www.prnewswire.com/news-releases/chipmos-schedules-second-quarter-2026-financial-results-semiannual-conference-call-302831885.html

HSINCHU, July 10, 2026 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), today reported its unaudited consolidated revenue for the month of June 2026 and for the second quarter ended June 30, 2026. This represents the record highest monthly and quarter revenue since 2014. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$31.85 to US$1.00 as of June 30, 2026. The Company noted it continues to benefit from ongoing revenue strength led by a persistent AI-related demand/supply imbalance. While the Company has been investing in footprint expansion, new capacity is being used to meet existing customer forecasts and long-term supply agreements as supply remains structurally tight and demand is accelerating. Revenue for the second quarter of 2026 was NT$7,383.1 million or US$231.8 million, representing an increase of 6.5% from the first quarter of 2026, and an increase of 28.7% from the second quarter of 2025. Revenue for the month of June 2026 was NT$2,538.4 million or US$79.7 million, representing an increase of 6.5% from May 2026, and an increase of 37.2% from June 2025. About ChipMOS TECHNOLOGIES INC.: ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS) (www.chipmos.com) is an industry leading provider of outsourced semiconductor assembly and test services. With advanced facilities in Hsinchu Science Park, Hsinchu Industrial Park and Southern Taiwan Science Park in Taiwan, ChipMOS is known for its track record of excellence and history of innovation. The Company provides end-to-end assembly and test services to leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries serving virtually all end markets worldwide. Forward-Looking Statements: This press release may contain certain forward-looking statements. These forward-looking statements may be identified by words such as 'believes,' 'expects,' 'anticipates,' 'projects,' 'intends,' 'should,' 'seeks,' 'estimates,' 'future' or similar expressions or by discussion of, among other things, strategies, goals, plans or intentions. These statements may include financial projections and estimates and their underlying assumptions, statements regarding current macroeconomic conditions, including the impacts of high inflation, foreign exchange rates and risk of recession, on demand for our products, consumer confidence and financial markets generally; changes in trade regulations, policies, and agreements and the imposition of tariffs that affect our products or operations, including potential new tariffs that may be imposed and our ability to mitigate with respect to future operations, products and services, and statements regarding future performance. Actual results may differ materially in the future from those reflected in forward-looking statements contained in this document, based on a number of important factors and risks, which are more specifically identified in the Company's most recent U.S. Securities and Exchange Commission (the "SEC") filings. Further information regarding these risks, uncertainties and other factors are included in the Company's most recent Annual Report on Form 20-F filed with the SEC and in its other filings with the SEC. Contacts: View original content:https://www.prnewswire.com/news-releases/chipmos-reports-record-highest-monthly-and-quarterly-revenue-since-2014-reports-37-2-yoy-increase-in-june-2026-revenue-28-7-yoy-increase-in-2q26-revenue-302822508.html

This article first appeared on GuruFocus. Q4 Revenue: NTD6,521 million, up 6.1% from Q3 and 20.8% year-over-year. 2025 Annual Revenue: NTD23,933 million, increased 5.5% compared to 2024. Q4 Gross Margin: 14.3%, increased 190 basis points from Q3. Q4 Net Earnings: NTD0.72 per basic common share. 2025 Net Earnings: NTD0.70 per basic common share, decreased from NTD1.95 in 2024. Q4 Operating Profit Margin: 9.7%, increased 3.7 percentage points from Q3. Q4 Net Profit: NTD500 million, increased 41.9% from Q3. Q4 Memory Product Revenue: Just under 50% of total revenue, increased 8% from Q3 and over 55% year-over-year. Q4 DRAM Revenue: About 20% of total revenue, increased 20% from Q3. Q4 Flash Revenue: About 29% of total revenue, up 1.6% from Q3 and over 46% year-over-year. Q4 Automotive and Industrial Revenue: Just under 27% of total revenue, up 13.4% from Q3 and over 27% year-over-year. Cash and Cash Equivalents: NTD14,859 million as of December 31, 2025. 2025 CapEx: NTD3,666 million. 2025 Free Cash Flow: NTD1,555 million, compared to a net outflow of NTD938 million in 2024. Warning! GuruFocus has detected 7 Warning Signs with IMOS. Is IMOS fairly valued? Test your thesis with our free DCF calculator. Release Date: February 24, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. ChipMOS TECHNOLOGIES Inc (NASDAQ:IMOS) achieved a record quarterly high revenue since Q3 2022, with Q4 revenue up over 6% compared to Q3, and up nearly 21% on a year-over-year basis. The company reported a strong demand for high-value memory solutions, particularly in data center and AI-related applications, which drove revenue growth. Q4 Gross Margin increased by 190 basis points quarter-over-quarter to 14.3%, driven by a favorable product mix and assembly utilization levels. The company is prioritizing critical growth programs and customer commitments while maintaining a strong balance sheet. ChipMOS TECHNOLOGIES Inc (NASDAQ:IMOS) plans to distribute NTD1.23 per common share by Capital Surplus, pending shareholder approval, as part of its shareholder-friendly capital allocation plan. The company's net profit in 2025 decreased by 65.1% compared to 2024, primarily due to increased net non-operating expenses and decreased operating profit. Q4 2025 net non-operating expenses were NTD24 million compared to net non-operating income in Q4 2024, mainly due to increased share of loss of associates and decreased foreign exchange gains. The momentum in the DDIC product business is expected to remain soft in Q1 2026, in line with the broader industry trends. Flash momentum is expected to slightly slow down due to customers' stock adjustments. The company announced a move to semiannual conference calls from quarterly calls, which may reduce the frequency of updates for investors. Q: The Company mentioned increased memory OSAT prices again in Q1 2026. What percentage will prices increase? Will the price increase be reflected in Q2 2026? And what is the CapEx to sales ratio in 2026? And impact on depreciation? A: Price increases are strategic and vary between customers and products, so it is not appropriate to provide a specific number. Some customers prefer to consign key assembly materials, and negotiations on cost and price issues will continue. The CapEx to sales ratio is expected to be between 22%-27% of 2026 annual revenue, with depreciation expected to increase by 1%-3% quarterly from Q4 2025 levels. Shih-Jye Cheng, Chairman and General Manager; Silvia Su, Deputy General Manager-Finance & Accounting Management Center Q: Will there be any new customers under this years CapEx plan for memory, logic, and DDIC? A: For memory products, we mainly serve current major customers and do not provide services for those with smaller lot sizes. We continue to develop new customers in the logic and mixed-signal product segments, with product applications expanding to include Mini LED and logic products for smart devices. Jesse Huang, Senior Deputy General Manager-Strategy & Investor Relations; Shih-Jye Cheng, Chairman and General Manager Q: Would you provide the CapEx allocation by product segment? A: Memory test will take around 50% of 2026 CapEx, logic about 10%, DDIC and bumping around 25%, and assembly around 20%. Some of the CapEx will be protected with three-year take-or-pay contracts, with significant investment in non-DDIC bumping, including flip chip and RDL. Silvia Su, Deputy General Manager-Finance & Accounting Management Center; Shih-Jye Cheng, Chairman and General Manager Q: What is different about the low-cost bump solution from current solutions? A: The current bump solution for DDIC is gold bump, which is costly. Our new solution uses a silver alloy bump instead of pure gold, reducing costs by 50% to 60%. This solution has been qualified by IC and panel level reliability tests and is being designed into tablet applications and sampled for mobile phones. Jesse Huang, Senior Deputy General Manager-Strategy & Investor Relations Q: What is the outlook for memory and DDIC product momentum in the coming quarters? A: Memory product momentum is expected to be strong, driven by customer restocking and demand for DDR4 and DDR5. Flash momentum may slow due to stock adjustments. DDIC momentum is expected to remain soft in Q1, but automotive panel and wearable product momentum is stable. Mixed-signal product momentum is expected to increase due to product diversification. Shih-Jye Cheng, Chairman and General Manager For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Surge in Memory Demand Drives 20.8% Increase in 4Q25 Revenue Compared to 4Q24 81.7% Expansion of 4Q25 Gross Profit Compared to 4Q24 4Q25 Net Earnings of NT$0.72 or US$0.02 per Basic Common Share or US$0.46 per Basic ADS Compared to 4Q24 Net Earnings of NT$0.32 or US$0.01 per Basic Common Share or US$0.20 per Basic ADS NT$1,554.8 Million or US$49.6 Million Net Free Cash Inflow for the full year 2025 Revenue Growth and Prudent CapEx Further Strengthen Financial Position with Cash and Cash Equivalents Balance of NT$14,858.9 Million or US$473.7 Million Distributed of NT$1.23 per Common Share by Capital Surplus Authorized by Board Pending Shareholder Approval at May 2026 AGM HSINCHU, Feb. 24, 2026 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), today reported consolidated financial results for the fourth quarter and the full year ended December 31, 2025, with strong growth driven by improving demand for high-value memory solutions, particularly in datacenter and AI-related applications. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$31.37 against US$1.00 as of December 31, 2025. All the figures were prepared in accordance with Taiwan-International Financial Reporting Standards ("Taiwan-IFRS"). Revenue for the fourth quarter of 2025 was NT$6,521.1 million or US$207.9 million, an increase of 6.1% from NT$6,143.7 million or US$195.8 million in the third quarter of 2025 and an increase of 20.8% from NT$5,399.6 million or US$172.1 million for the same period in 2024. Revenue for the fiscal year ended December 31, 2025 was NT$23,932.9 million or US$762.9 million, an increase of 5.5% from NT$22,695.9 million or US$723.5 million for the fiscal year ended December 31, 2024. Net non-operating expenses in the fourth quarter of 2025 was NT$23.8 million or US$0.8 million, compared to net non-operating income of NT$68.5 million or US$2.2 million in the third quarter of 2025, and net non-operating income of NT$154.6 million or US$4.9 million in the fourth quarter of 2024. The difference between the third quarter of 2025 is mainly due to the increase of share of loss of associates accounted for using equity method of NT$99 million or US$3.2 million. The difference between the fourth quarter of 2024 is mainly due to the increase of share of loss of associates accounted for using equity method of NT$110 million or US$3.5 million, the decrease of foreign exchange gains of NT$53 million or US$1.7 million and the increase of interest expense of NT$11 million or US$0.4 million. Net non-operating expenses of the Company for the fiscal year ended December 31, 2025 was NT$555.4 million or US$17.7 million, compared to net non-operating income of NT$373.1 million or US$11.9 million for the fiscal year ended December 31, 2024. The difference is mainly due to the adverse impact on the foreign exchange of NT$703 million or US$22.4 million from the foreign exchange gains of NT$243 million or US$7.7 million in 2024 to the foreign exchange losses of NT$460 million or US$14.7 million in 2025, the adverse impact on share of associates accounted for using equity method of NT$146 million or US$4.7 million from the share of profit of associates accounted for using equity method of NT$3 million or US$0.1 million in 2024 to the share of loss of associates accounted for using equity method of NT$143 million or US$4.6 million in 2025 and the gain on disposal of non-current assets held for sale of NT$72 million or US$2.3 million in 2024. Net profit attributable to equity holders of the Company for the fourth quarter of 2025 was NT$499.7 million or US$15.9 million, and NT$0.72 or US$0.02 per basic common share, as compared to NT$352.2 million or US$11.2 million, and NT$0.50 or US$0.02 per basic common share in the third quarter of 2025. This compares to NT$232.2 million or US$7.4 million, and NT$0.32 or US$0.01 per basic common share in the fourth quarter of 2024. Net earnings for the fourth quarter of 2025 were US$0.46 per basic ADS, compared to US$0.32 per basic ADS for the third quarter of 2025 and US$0.20 per basic ADS in the fourth quarter of 2024. Net profit attributable to equity holders of the Company for the fiscal year ended December 31, 2025 was NT$495.1 million or US$15.8 million, and NT$0.70 or US$0.02 per basic common share, compared to net profit attributable to equity holders of the Company for the fiscal year ended December 31, 2024 was NT$1,420.0 million or US$45.3 million, and NT$1.95 or US$0.06 per basic common share. Net earnings for the fiscal year ended December 31, 2025 were US$0.44 per basic ADS compared to US$1.24 per basic ADS for the fiscal year ended December 31, 2024. Net free cash flow for the full year 2025 was NT$1,554.8 million or US$49.6 million with a strong balance of cash and cash equivalents of NT$14,858.9 million or US$473.7 million. Fourth Quarter and Full Year 2025 Investor Conference Call / Webcast Details Date: Tuesday, February 24, 2026 Time: 3:00PM Taiwan (2:00AM New York) Dial-In: +886-2-33961191 Password: 1048024 # Webcast and Replay: https://www.chipmos.com/chinese/ir/info2.aspx Replay: Starts approximately 2 hours after the live call ends Language: Mandarin Note: A transcript will be provided on the Company's website in English following the conference call to help ensure transparency, and to facilitate a better understanding of the Company's financial results and operating environment. About ChipMOS TECHNOLOGIES INC.: ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS) (www.chipmos.com) is an industry leading provider of outsourced semiconductor assembly and test services. With advanced facilities in Hsinchu Science Park, Hsinchu Industrial Park and Southern Taiwan Science Park in Taiwan, ChipMOS is known for its track record of excellence and history of innovation. The Company provides end-to-end assembly and test services to leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries serving virtually all end markets worldwide. Forward-Looking Statements This press release may contain certain forward-looking statements. These forward-looking statements may be identified by words such as 'believes,' 'expects,' 'anticipates,' 'projects,' 'intends,' 'should,' 'seeks,' 'estimates,' 'future' or similar expressions or by discussion of, among other things, strategies, goals, plans or intentions. These statements may include financial projections and estimates and their underlying assumptions, statements regarding current macroeconomic conditions, including the impacts of high inflation, foreign exchange rates and risk of recession, on demand for our products, consumer confidence and financial markets generally; changes in trade regulations, policies, and agreements and the imposition of tariffs that affect our products or operations, including potential new tariffs that may be imposed and our ability to mitigate with respect to future operations, products and services, and statements regarding future performance. Actual results may differ materially in the future from those reflected in forward-looking statements contained in this document, based on a number of important factors and risks, which are more specifically identified in the Company's most recent U.S. Securities and Exchange Commission (the "SEC") filings. Further information regarding these risks, uncertainties and other factors are included in the Company's most recent Annual Report on Form 20-F filed with the SEC and in its other filings with the SEC. View original content:https://www.prnewswire.com/news-releases/chipmos-reports-fourth-quarter-and-full-year-2025-results-302695386.html