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ChipMOS REPORTS 17.7% YoY INCREASE IN MAY 2026 REVENUE

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ChipMOS (Nasdaq: IMOS) reported unaudited consolidated revenue for May 2026 of NT$2,384.3 million (US$76.0 million). This was 3.1% lower month-over-month versus April 2026, but 17.7% higher year-over-year versus May 2025.

ChipMOS cited ongoing AI-driven demand and noted new capacity investments serving existing customer forecasts and long-term supply agreements.

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Positive

  • May 2026 revenue up 17.7% year-over-year to NT$2,384.3 million
  • May 2026 revenue reached US$76.0 million at NT$31.37 per US$1
  • Company reports continued benefit from AI-related demand/supply imbalance
  • Ongoing footprint expansion and new capacity aligned with long-term agreements

Negative

  • May 2026 revenue down 3.1% month-over-month versus April 2026
  • New capacity currently allocated to existing customers, limiting new demand upside

News Market Reaction – IMOS

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$2.23B Market Cap
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In the Jun 10 session, IMOS declined 5.91%, reflecting a notable negative market reaction. Argus tracked a peak move of +15.1% during that session. Our momentum scanner triggered 17 alerts that day, indicating notable trading interest and price volatility.

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HSINCHU, June 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 May 2026. 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 May 29, 2026.

Revenue for the month of May 2026 was NT$2,384.3 million or US$76.0 million, representing a decrease of 3.1% from April 2026, and an increase of 17.7% from May 2025. 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.

Consolidated Monthly Revenues (Unaudited)


May 2026

April 2026

May 2025

MoM Change

YoY Change

Revenues

   (NT$ million)

2,384.3

2,460.5

2,025.4

-3.1 %

17.7 %

Revenues

   (US$ million)

76.0

78.4

64.6

-3.1 %

17.7 %

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

Cision View original content:https://www.prnewswire.com/news-releases/chipmos-reports-17-7-yoy-increase-in-may-2026-revenue-302796285.html

SOURCE ChipMOS TECHNOLOGIES INC.

FAQ

What was ChipMOS (IMOS) revenue for May 2026?

ChipMOS reported unaudited May 2026 revenue of NT$2,384.3 million, or US$76.0 million. According to ChipMOS, this reflects its outsourced semiconductor assembly and test operations at an exchange rate of NT$31.37 per US$1 as of May 29, 2026.

How did ChipMOS (IMOS) May 2026 revenue change year-over-year?

ChipMOS May 2026 revenue increased 17.7% year-over-year compared with May 2025. According to ChipMOS, revenue rose from NT$2,025.4 million to NT$2,384.3 million, supported by ongoing strength tied to AI-related demand and existing customer engagements.

How did ChipMOS (IMOS) May 2026 revenue compare to April 2026?

ChipMOS May 2026 revenue declined 3.1% month-over-month versus April 2026. According to ChipMOS, revenue moved from NT$2,460.5 million in April to NT$2,384.3 million in May, with figures also reflected as US$78.4 million and US$76.0 million, respectively.

What role does AI demand play in ChipMOS (IMOS) May 2026 results?

ChipMOS attributes ongoing revenue strength to a persistent AI-related demand/supply imbalance. According to ChipMOS, this AI-driven environment supports its outsourced semiconductor assembly and test services, contributing to the 17.7% year-over-year revenue increase reported for May 2026.

How is ChipMOS (IMOS) using its new capacity in 2026?

ChipMOS reports that new capacity from footprint expansion is being used to serve existing customer forecasts. According to ChipMOS, this capacity also supports long-term supply agreements, aligning its investments with established demand rather than speculative or uncommitted future volumes.

What exchange rate did ChipMOS (IMOS) use for May 2026 revenue in US dollars?

ChipMOS translated May 2026 revenue using an exchange rate of NT$31.37 to US$1.00. According to ChipMOS, this rate as of May 29, 2026, converts NT$2,384.3 million in monthly revenue into approximately US$76.0 million for reporting purposes.