ChipMOS REPORTS 16.7% YoY INCREASE IN NOVEMBER 2025 REVENUE

Rhea-AI Summary

ChipMOS (Nasdaq: IMOS) reported unaudited consolidated revenue for November 2025 of NT$2,140.3 million (US$68.2 million), down 1.7% month-over-month from October 2025 and up 16.7% year-over-year from November 2024. The company attributed year-over-year growth to strong industry demand for memory products supporting computing and datacenters and a favorable product mix. The month-over-month decline reflected fewer operating days in November versus October. All U.S. dollar figures use an exchange rate of NT$31.37 = US$1.00 as of November 28, 2025.

Positive

• Revenue NT$2,140.3M (US$68.2M) in November 2025
• Revenue +16.7% YoY versus November 2024
• Growth led by robust memory product demand for datacenters

Negative

• Revenue -1.7% MoM versus October 2025
• Fewer operating days in November reduced month activity

Key Figures

November 2025 revenue (NT$) NT$2,140.3 million Unaudited consolidated monthly revenue

November 2025 revenue (US$) US$68.2 million Converted at NT$31.37 = US$1.00

MoM change -1.7% November 2025 vs October 2025 revenue

YoY change 16.7% November 2025 vs November 2024 revenue

Exchange rate NT$31.37 = US$1.00 Conversion rate as of November 28, 2025

Market Reality Check

$29.93 Last Close

Volume Volume 11,891 vs 20-day average 26,251 (about 45% of typical activity) ahead of this revenue update. low

Technical Shares at $29.93, trading above 200-day MA of $19.23 and within 3.39% of the 52-week high.

Peers on Argus

IMOS gained 2.82% with November revenue up 16.7% YoY. Several semiconductor peers also traded higher, including CEVA (+4.09%), SKYT (+3.71%), AOSL (+1.92%), POET (+13.11%), and LAES (+2.29%), suggesting broader strength in related names.

Historical Context

Date	Event	Sentiment	Move	Catalyst
2025-11-11	Quarterly earnings	Positive	-1.7%	3Q25 return to profit with higher utilization and gross margin expansion.
2025-11-10	Monthly revenue	Positive	+2.6%	October 2025 revenue up 4.3% MoM and 22.0% YoY on strong memory demand.
2025-10-28	Results call setup	Neutral	+8.8%	Scheduled 3Q25 results release and conference call for investor updates.
2025-10-09	Monthly/quarter revenue	Positive	+3.6%	September and 3Q25 revenue growth driven by memory upcycle and allocations.
2025-09-25	Conference appearance	Neutral	-1.7%	Yuanta conference presentation on performance, trends, and growth prospects.

Pattern Detected

Recent positive operational updates often saw upward price moves, though two upbeat events triggered mild sell-offs, indicating occasional profit-taking after good news.

Recent Company History

Over the last few months, ChipMOS has reported steady revenue gains and improving profitability. September and October 2025 revenue updates highlighted double‑digit YoY growth supported by memory demand, while 3Q25 results showed higher utilization and a swing back to profit. The company also engaged investors via conferences and calls. Today’s November 2025 revenue release, with 16.7% YoY growth and a small MoM decline, continues that trend of incremental operational improvement tied to memory and datacenter demand.

Market Pulse Summary

This announcement reported unaudited November 2025 revenue of NT$2,140.3M (US$68.2M), up 16.7% year over year but down 1.7% month over month, mainly due to fewer operating days. It extends a series of updates tying growth to robust memory demand and a favorable product mix. Investors may watch subsequent monthly figures, utilization trends, and broader semiconductor demand to assess whether this growth trajectory continues.

Key Terms

OSAT technical

"outsourced semiconductor assembly and test services ("OSAT")"

OSAT stands for outsourced semiconductor assembly and test — specialist companies that take finished silicon wafers and perform the “finishing” work: cutting, packaging and testing chips so they can be used in devices. Investors watch OSATs because their sales and profit margins track overall demand for chips and the health of the electronics supply chain; they act like toll booths that reveal upstream chip production trends, customer concentration risks, and bottlenecks that can affect many tech companies.

YoY financial

"representing a decrease of 1.7% from October 2025, and an increase of 16.7% from November 2024"

Year-over-year (YoY) measures how a financial number—like revenue, profit, or sales—has changed compared with the same period one year earlier, usually expressed as a percentage. It helps investors strip out regular seasonal swings (like holiday sales) by comparing apples to apples, so they can see whether a company’s underlying performance is truly improving, weakening, or holding steady. Think of it as checking this month’s report card against last year’s same month to spot real trends.

MoM financial

"Revenues (US$ million) | 68.2 | 69.4 | 58.5 | -1.7 % | 16.7 %"

Month-over-month (MoM) compares a financial or operational metric for one month with the previous month to show short-term change, expressed as a percentage or absolute amount. Investors use MoM to spot recent momentum—such as sales, production, or cash flow accelerating or slowing—much like glancing at a speedometer to see immediate acceleration rather than an odometer, helping signal early shifts before longer-term trends emerge.

AI-generated analysis. Not financial advice.

HSINCHU, Dec. 10, 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 November 2025. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$31.37 to US$1.00 as of November 28, 2025.

Revenue for the month of November 2025 was NT$2,140.3 million or US$68.2 million, representing a decrease of 1.7% from October 2025, and an increase of 16.7% from November 2024. The Company's continued strong revenue growth in November was led by industry-wide robust demand for memory products in support of computing and datacenters, combined with a favorable product mix. The slight decline compared to the prior month reflects fewer operating days in November compared to October.

Consolidated Monthly Revenues (Unaudited)
	November 2025	October 2025	November 2024	MoM Change	YoY Change
Revenues    (NT$ million)	2,140.3	2,177.4	1,834.6	-1.7 %	16.7 %
Revenues    (US$ million)	68.2	69.4	58.5	-1.7 %	16.7 %

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

View original content:https://www.prnewswire.com/news-releases/chipmos-reports-16-7-yoy-increase-in-november-2025-revenue-302637335.html

SOURCE ChipMOS TECHNOLOGIES INC.

FAQ

What was ChipMOS (IMOS) revenue for November 2025 in NT$ and US$?

November 2025 revenue was NT$2,140.3 million, or US$68.2 million.

How did ChipMOS (IMOS) November 2025 revenue compare year-over-year?

November 2025 revenue was 16.7% higher YoY than November 2024.

Why was ChipMOS (IMOS) revenue lower month-over-month in November 2025?

Revenue fell 1.7% MoM, primarily due to fewer operating days in November.

What exchange rate was used to convert ChipMOS November 2025 revenue to US dollars?

The company used an exchange rate of NT$31.37 = US$1.00 as of November 28, 2025.

What product categories drove ChipMOS (IMOS) revenue growth in November 2025?

The company cited robust demand for memory products supporting computing and datacenters.