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ChipMOS REPORTS 10.5% YoY INCREASE IN SEPTEMBER 2025 REVENUE; 3Q25 REVENUE INCREASES 7.1% QoQ

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ChipMOS (Nasdaq: IMOS) reported unaudited revenue for September 2025 and 3Q25 on October 9, 2025, using an exchange rate of NT$30.46 = US$1.00.

3Q25 revenue was NT$6,143.7 million (US$201.7 million), up 7.1% QoQ and up 1.2% YoY. September 2025 revenue was NT$2,087.4 million (US$68.5 million), down 0.1% MoM and up 10.5% YoY. The company attributed September's double‑digit YoY gain to stronger customer allocations in growth markets and a memory industry upcycle with favorable pricing and higher volumes. The company said tariffs have not had a material year‑to‑date impact and that it will continue to monitor developments.

ChipMOS (Nasdaq: IMOS) ha riportato ricavi non auditati per settembre 2025 e per il 3Q25 il 9 ottobre 2025, usando un tasso di cambio NT$30,46 = US$1,00.

Il ricavo del 3Q25 è stato NT$6.143,7 milioni (US$201,7 milioni), in aumento del 7,1% su base trimestrale e in rialzo del 1,2% su base annua. Il ricavo di settembre 2025 è stato NT$2.087,4 milioni (US$68,5 milioni), in calo 0,1% su base mensile e in aumento del 10,5% su base annua. L'azienda attribuisce la crescita a doppia cifra anno su anno a una maggiore allocazione da parte dei clienti nei mercati in crescita e a un ciclo favorevole dell'industria dei memory con prezzi favorevoli e volumi più alti. L'azienda ha detto che le tariffe non hanno avuto un impatto significativo dall'inizio dell'anno e che continuerà a monitorare gli sviluppi.

ChipMOS (Nasdaq: IMOS) informó los ingresos no auditados para septiembre de 2025 y para el 3T25 el 9 de octubre de 2025, usando un tipo de cambio de NT$30,46 = US$1,00.

Los ingresos del 3T25 fueron de NT$6.143,7 millones (US$201,7 millones), con un aumento del 7,1% intertrimestral y un aumento del 1,2% interanual. Los ingresos de septiembre de 2025 fueron de NT$2.087,4 millones (US$68,5 millones), con una disminución del 0,1% mensualmente y un aumento del 10,5% interanual. La compañía atribuye la ganancia de doble dígito interanual de septiembre a asignaciones más fuertes de los clientes en mercados de crecimiento y a un ciclo de la industria de la memoria con precios favorables y volúmenes más altos. La empresa dijo que las tarifas no han tenido un impacto significativo año hasta la fecha y que seguirá monitoreando los desarrollos.

ChipMOS(Nasdaq: IMOS)는 2025년 9월 및 2025년 3분기 매출에 대해 2025년 10월 9일 발표했으며, 환율은 NT$30.46 = US$1.00을 사용했습니다.

3분기 매출은 NT$6,143.7백만(미화 2억 1,700만 달러)로 QoQ 7.1% 증가, YoY 1.2% 증가했습니다. 2025년 9월 매출은 NT$2,087.4백만(미화 6,850만 달러)로 MoM 0.1% 감소, YoY 10.5% 증가했습니다. 회사는 9월의 두 자릿수 YoY 증가를 성장 시장의 고객 배정 강화와 가격 favourable 및 더 높은 물량의 메모리 업사이클 사이클에 기인한다고 설명했습니다. 또한 관세가 연간 실적에 실질적인 영향을 미치지 않았으며 앞으로도 개발 변화를 모니터링할 것이라고 밝혔습니다.

ChipMOS (Nasdaq : IMOS) a publié des revenus non audités pour septembre 2025 et le 3T25 le 9 octobre 2025, en utilisant un taux de change de NT$30,46 = 1,00 US$.

Les revenus du 3T25 s'élèvent à NT$6,1436 milliards (US$201,7 millions), en hausse de 7,1% QoQ et de 1,2% YoY. Les revenus de septembre 2025 s'élèvent à NT$2,087.4 millions (US$68,5 millions), en baisse de 0,1% MoM et en hausse de 10,5% YoY. L'entreprise attribue la croissance à une augmentation des allocations clients sur les marchés en croissance et à un cycle favorable de l'industrie des mémoires avec des prix favorables et des volumes plus élevés. L'entreprise a indiqué que les tarifs n'ont pas eu d'impact matériel à ce jour et qu'elle continuera à surveiller les développements.

ChipMOS (Nasdaq: IMOS) meldete unbereinigte Umsätze für September 2025 und das 3Q25 am 9. Oktober 2025, unter Verwendung eines Wechselkurses NT$30,46 = US$1,00.

3Q25-Umsatz betrug NT$6.143,7 Mio. (US$201,7 Mio.), ein QoQ-Anstieg von 7,1% und ein YoY-Anstieg von 1,2%. Umsatz September 2025 betrug NT$2.087,4 Mio. (US$68,5 Mio.), ein MoM-Rückgang von 0,1% und ein YoY-Anstieg von 10,5%. Das Unternehmen führt den zweistelligen YoY-Gewinn im September auf stärkere Kundenallokationen in Wachstumssegmenten und einen Aufschwung der Speicherindustrie mit günstigen Preisen und höheren Stückzahlen zurück. Das Unternehmen sagte, dass Tarife bislang keine wesentlichen Auswirkungen hatten und dass es die Entwicklungen weiter beobachten werde.

ChipMOS (ناسداك: IMOS) أبلغت عن إيرادات غير مدققة لشهر سبتمبر 2025 والربـع الثالث 2025 في 9 أكتوبر 2025، باستخدام سعر صرف NT$30.46 = US$1.00.

إيرادات الربـع الثالث 2025 كانت NT$6,143.7 مليون (US$201.7 مليون)، مرتفعة بنسبة 7.1% على أساس ربع سنوي وبنسبة 1.2% على أساس سنوي. إيرادات سبتمبر 2025 كانت NT$2,087.4 مليون (US$68.5 مليون)، منخفضة بنسبة 0.1% شهرياً ومحققة ارتفاع بنسبة 10.5% سنوياً. عزت الشركة الارتفاع السنوي في سبتمبر إلى تخصيصات أقوى للعملاء في الأسواق الواعدة ودورة صناعة الذاكرة مع أسعار مواتية وحجم أعلى. قالت الشركة إن الرسوم الجمركية لم تكن لها تأثير مادي حتى تاريخه وستواصل متابعة التطورات.

ChipMOS(纳斯达克股票代码:IMOS) 于2025年10月9日公布了2025年9月及2025年第三季度的未经审计收入,汇率为 NT$30.46 = US$1.00。

第三季度收入 为 NT$61,437 百万(US$2.017亿美元),QoQ 增长 7.1%,YoY 增长 1.2%2025年9月收入 为 NT$20,874 百万(US$6.850百万美元),MoM 下降 0.1%,YoY 增长 10.5%。 公司将九月的两位数 YoY 增长归因于成长市场中客户分配的增强以及内存产业的景气周期,价格有利且单位数量增加。公司表示关税尚未产生全年重大影响,并将继续关注相关进展。

Positive
  • 3Q25 revenue of US$201.7 million (+7.1% QoQ)
  • September 2025 revenue +10.5% YoY (NT$2,087.4M)
  • September YoY growth driven by memory upcycle and stronger allocations
Negative
  • 3Q25 revenue YoY growth only +1.2%
  • September month-over-month revenue declined by 0.1%

Insights

Q3 revenue rose 7.1% QoQ and September revenue grew 10.5% YoY; quarterly YoY gain was 1.2%.

ChipMOS reported consolidated Q3 2025 revenue of NT$6,143.7 million (US$201.7 million), a 7.1% increase sequentially and a 1.2% increase versus Q3 2024. September 2025 revenue was NT$2,087.4 million (US$68.5 million), essentially flat month-over-month and up 10.5% from September 2024.

Business drivers cited include stronger allocations in growth markets and a memory industry upcycle producing higher volumes and favorable pricing; tariffs have not been material year-to-date but remain monitored. Key near-term items to watch are revenue trends in the next quarter for confirmation of the upcycle and any tariff changes; use Q4 2025 and subsequent monthly reports to gauge sustainability.

HSINCHU, Oct. 9, 2025/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 September 2025 and for the third quarter ended September 30, 2025. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$30.46 to US$1.00 as of September 30, 2025.

Revenue for the third quarter of 2025 was NT$6,143.7 million or US$201.7 million, representing an increase of 7.1% from the second quarter of 2025, and an increase of 1.2% from the third quarter of 2024.

Revenue for the month of September 2025 was NT$2,087.4 million or US$68.5 million, representing a decrease of 0.1% from August 2025, and an increase of 10.5% from September 2024. The Company's double-digit September revenue growth year-over-year was driven by stronger customer allocations in growth markets, and the memory industry upcycle with favorable pricing and higher volumes. While tariffs have not had a material impact year-to-date, the Company continues to monitor developments and will adjust as needed to best support customers.

Consolidated Monthly Revenues (Unaudited)


September 2025

August 2025

September 2024

MoM Change

YoY Change

Revenues

   (NT$ million)

2,087.4

2,090.3

1,888.9

-0.1 %

10.5 %

Revenues

   (US$ million)

68.5

68.6

62.0

-0.1 %

10.5 %

Consolidated Quarterly Revenues (Unaudited)


Third Quarter

2025

Second Quarter

2025

Third Quarter

2024

QoQ Change

YoY Change

Revenues

   (NT$ million)

6,143.7

5,735.8

6,068.0

7.1 %

1.2 %

Revenues

   (US$ million)

201.7

188.3

199.2

7.1 %

1.2 %

 

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:

In Taiwan

Jesse Huang

ChipMOS TECHNOLOGIES INC.

+886-6-5052388 ext. 7715

IR@chipmos.com

In the U.S.

David Pasquale

Global IR Partners

+1-914-337-8801

dpasquale@globalirpartners.com

Cision View original content:https://www.prnewswire.com/news-releases/chipmos-reports-10-5-yoy-increase-in-september-2025-revenue-3q25-revenue-increases-7-1-qoq-302579204.html

SOURCE ChipMOS TECHNOLOGIES INC.

FAQ

What was ChipMOS (IMOS) revenue for 3Q25?

ChipMOS reported 3Q25 revenue of NT$6,143.7M (US$201.7M), a 7.1% QoQ increase.

How did ChipMOS (IMOS) perform in September 2025 versus September 2024?

September 2025 revenue was NT$2,087.4M (US$68.5M), up 10.5% YoY from September 2024.

Did ChipMOS (IMOS) report any month‑to‑month revenue change for September 2025?

September revenue declined slightly 0.1% MoM versus August 2025.

What drove ChipMOS's September 2025 revenue growth?

The company said growth was driven by stronger customer allocations in growth markets and a memory industry upcycle with better pricing and volumes.

How material are tariffs to ChipMOS (IMOS) results through 3Q25?

The company stated tariffs have not had a material impact year-to-date and it continues to monitor developments.

What is the exchange rate used to convert ChipMOS (IMOS) NT$ figures to US$?

All US dollar figures use an exchange rate of NT$30.46 = US$1.00 as of September 30, 2025.
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