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ChipMOS REPORTS 22.1% YoY INCREASE IN FEBRUARY 2026 REVENUE

ChipMOS (Nasdaq: IMOS) reported unaudited consolidated revenue for February 2026 of NT$2,143.6 million (US$68.4 million), down 6.4% month-over-month and up 22.1% year-over-year.

(Moderate)

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Rhea-AI Summary

ChipMOS (Nasdaq: IMOS) reported unaudited consolidated revenue for February 2026 of NT$2,143.6 million (US$68.4 million), down 6.4% month-over-month and up 22.1% year-over-year. The company cited demand outstripping capacity, led by memory solutions for data center and AI applications.

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Positive

  • Revenue NT$2,143.6 million (US$68.4 million) in February 2026
  • Revenue +22.1% YoY versus February 2025
  • Strong demand for high-value memory solutions in data center and AI markets

Negative

  • None.
Argus Mar 10 session
+2.26% close to close Open Argus
Details

News Market Reaction – IMOS

On Mar 10, the day this news came out, IMOS closed 2.26% above the previous close.

Data tracked by StockTitan Argus for the Mar 10 session.

Key Figures

February 2026 revenue (NT$): NT$2,143.6 million February 2026 revenue (US$): US$68.4 million MoM change: -6.4% +5 more
February 2026 revenue (NT$)
NT$2,143.6 million
Unaudited consolidated monthly revenue, February 2026
February 2026 revenue (US$)
US$68.4 million
Converted at NT$31.35 = US$1.00
MoM change
-6.4%
February 2026 vs. January 2026 revenue
YoY change
22.1%
February 2026 vs. February 2025 revenue
January 2026 revenue (NT$)
NT$2,290.4 million
Prior month consolidated revenue
February 2025 revenue (NT$)
NT$1,755.4 million
Prior-year comparable month
February 2026 FX rate
NT$31.35 = US$1.00
Rate used for US$ conversions in release
February 2026 revenue (US$)
US$68.4 million
From consolidated monthly revenue table

Historical Context

5 past events · Latest: Feb 24
5 events
  1. Feb 24

    Earnings results

    24h Move
    +14.0%

    Reported strong 4Q25 and FY25 revenue with improved quarterly profitability.

  2. Feb 10

    Monthly revenue

    24h Move
    +2.8%

    January 2026 revenue rose MoM and 31.2% YoY, strongest monthly YoY since 2021.

  3. Feb 04

    Conference call setup

    24h Move
    -1.9%

    Announced timing and access details for 4Q25 and FY25 results conference call.

  4. Jan 09

    Quarterly revenue

    24h Move
    +10.1%

    December 2025 and 4Q25 revenue grew solidly YoY and sequentially on memory demand.

  5. Dec 10

    Monthly revenue

    24h Move
    -2.6%

    November 2025 revenue rose 16.7% YoY but dipped slightly MoM on fewer operating days.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

osat
1 terms
osat technical
"an industry leading provider of 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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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HSINCHU, March 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 February 2026. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$31.35 to US$1.00 as of February 27, 2026.

Revenue for the month of February 2026 was NT$2,143.6 million or US$68.4 million, representing a decrease of 6.4% from January 2026, and an increase of 22.1% from February 2025. The Company noted demand continues to exceed available capacity, with strong revenue growth driven by robust demand for high-value memory solutions, particularly in data center and AI applications, which is also improving longer-term visibility.

Consolidated Monthly Revenues (Unaudited)


February 2026

January 2026

February 2025

MoM Change

YoY Change

Revenues

   (NT$ million)

2,143.6

2,290.4

1,755.4

-6.4 %

22.1 %

Revenues

   (US$ million)

68.4

73.1

56.0

-6.4 %

22.1 %

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-22-1-yoy-increase-in-february-2026-revenue-302708972.html

SOURCE ChipMOS TECHNOLOGIES INC.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What was ChipMOS (IMOS) revenue for February 2026 and how did it compare year-over-year?

ChipMOS reported NT$2,143.6 million (US$68.4 million) in February 2026. According to the company, that represents a 22.1% increase year-over-year compared with February 2025, driven by stronger demand for memory solutions.

Why did ChipMOS (IMOS) say demand is strong in February 2026 and which markets drove growth?

ChipMOS said demand exceeded available capacity, driven by high-value memory solutions. According to the company, growth was especially strong in data center and AI applications, which it described as improving longer-term visibility.

How did ChipMOS (IMOS) February 2026 revenue change month-over-month from January 2026?

February 2026 revenue was 6.4% lower than January 2026. According to the company, February totaled US$68.4 million versus US$73.1 million in January, reflecting normal monthly variation amid strong underlying demand.

What exchange rate did ChipMOS (IMOS) use to report February 2026 US dollar revenues?

ChipMOS used an exchange rate of NT$31.35 to US$1.00 to convert February 2026 figures. According to the company, all U.S. dollar amounts in the release are based on that February 27, 2026 exchange rate.

Does the February 2026 revenue report for ChipMOS (IMOS) suggest sustained growth prospects?

The report indicates positive momentum, citing robust demand for memory in AI and data center markets. According to the company, demand exceeding capacity may improve longer-term revenue visibility, though monthly fluctuations can occur.

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