ChipMOS REPORTS 23.8% YoY INCREASE IN DECEMBER 2025 REVENUE; 4Q25 REVENUE INCREASES 20.8% YoY

ChipMOS (Nasdaq: IMOS) reported unaudited consolidated revenue of NT$6,521.1 million (US$207.9M) for 4Q25, a 20.8% YoY increase and 6.1% QoQ growth.

Rhea-AI Summary

ChipMOS (Nasdaq: IMOS) reported unaudited consolidated revenue of NT$6,521.1 million (US$207.9M) for 4Q25, a 20.8% YoY increase and 6.1% QoQ growth. December 2025 revenue was NT$2,203.3 million (US$70.2M), up 23.8% YoY and 2.9% MoM. Results reflect stronger industry cycle dynamics, robust demand for memory products supporting computing and datacenters, and a favorable product mix. All U.S. dollar amounts use an exchange rate of NT$31.37 = US$1.00 as of December 31, 2025.

Positive

• 4Q25 revenue NT$6,521.1M (US$207.9M) +20.8% YoY
• December 2025 revenue NT$2,203.3M (US$70.2M) +23.8% YoY
• Quarterly revenue increased +6.1% QoQ, showing sequential recovery
• Revenue growth driven by strong demand for memory products and favorable product mix

Negative

• None.

Argus Jan 9 session

+10.11% close to close Open Argus

Details

News Market Reaction – IMOS

On Jan 9, the day this news came out, IMOS closed 10.11% above the previous close.

Data tracked by StockTitan Argus for the Jan 9 session.

Market Context

On Jan 9, the day this news came out, the stock closed 10.1% above the previous close. A strong posi...

Analysis

On Jan 9, the day this news came out, the stock closed 10.1% above the previous close. A strong positive reaction aligns with ChipMOS’s accelerating revenue trajectory, highlighted by December 2025 growth of 23.8% YoY and 4Q25 revenue up 20.8% YoY. Historical patterns show that some prior strong monthly updates were followed by mixed price responses, so sustained gains would likely have depended on conviction around the memory upcycle and product mix. Investors would also weigh recent capital actions and environmental compliance disclosures when assessing durability.

Key Figures

4Q25 revenue (NT$): NT$6,521.1 million 4Q25 revenue (US$): US$207.9 million Dec 2025 revenue (NT$): NT$2,203.3 million +5 more

4Q25 revenue (NT$)

NT$6,521.1 million

Fourth quarter 2025; +6.1% QoQ, +20.8% YoY

4Q25 revenue (US$)

US$207.9 million

Fourth quarter 2025; +6.1% QoQ, +20.8% YoY

Dec 2025 revenue (NT$)

NT$2,203.3 million

Monthly revenue; +2.9% MoM, +23.8% YoY

Dec 2025 revenue (US$)

US$70.2 million

Monthly revenue; +2.9% MoM, +23.8% YoY

Exchange rate

NT$31.37 = US$1.00

Rate used for December 31, 2025 figures

MoM change Dec 2025

2.9%

December 2025 revenue vs November 2025

YoY change Dec 2025

23.8%

December 2025 revenue vs December 2024

YoY change 4Q25

20.8%

Fourth quarter 2025 revenue vs fourth quarter 2024

Historical Context

5 past events · Latest: Dec 10

5 events

1. Dec 10

   Monthly revenue update

   24h Move

   -2.6%

   November 2025 revenue up 16.7% YoY despite slight MoM decline.

2. Nov 11

   Quarterly earnings

   24h Move

   -1.7%

   3Q25 results showed revenue growth and swing from loss to profit.

3. Nov 10

   Monthly revenue update

   24h Move

   +2.6%

   October 2025 revenue rose 22.0% YoY and 4.3% MoM.

4. Oct 28

   Conference call notice

   24h Move

   +8.8%

   Announcement of schedule for 3Q25 financial results call.

5. Oct 09

   Quarterly revenue update

   24h Move

   +3.6%

   3Q25 and September revenue grew with memory upcycle support.

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

Key Terms

outsourced semiconductor assembly and test services, OSAT, YoY, QoQ, +2 more

6 terms

outsourced semiconductor assembly and test services technical

"an industry leading provider of outsourced semiconductor assembly and test services"

Companies that provide outsourced semiconductor assembly and test services take manufactured silicon chips and handle the physical packaging, final electrical testing and quality checks before the chips are shipped to customers. Think of them as a specialized fulfillment and inspection center for delicate electronics; their work affects device reliability, delivery times and cost structures, so investors watch them for supply‑chain risk, capacity constraints, technological competitiveness and margin trends.

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 an increase of 2.9% from November 2025, and an increase of 23.8% from December 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.

QoQ financial

"Fourth Quarter 2025 | Third Quarter 2025 | Fourth Quarter 2024 | QoQ Change | YoY Change"

Quarter‑over‑quarter (QoQ) measures how a company’s financial metric—such as revenue, profit or cash flow—changed compared with the previous three‑month period. Think of it like comparing this season’s scoreboard to last season’s to see whether performance is improving or slipping; investors use QoQ changes to spot short‑term momentum, assess whether recent results reflect a trend or one‑time event, and help decide if a stock’s near‑term outlook is strengthening or weakening.

MoM financial

"December 2025 | November 2025 | December 2024 | MoM Change | YoY Change"

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.

consolidated revenue financial

"today reported its unaudited consolidated revenue for the month of December 2025"

Consolidated revenue is the total sales earned by a parent company and all of its controlled subsidiaries, reported as a single figure after removing any sales that occurred between those related entities so they aren’t counted twice. Investors use it to judge the overall size and growth of a business group—like looking at a household’s combined income rather than each person’s paycheck—to assess market share, trend strength, and how much revenue is available to support profits and valuation.

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

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HSINCHU, Jan. 9, 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 December 2025 and for the fourth quarter ended December 31, 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 December 31, 2025.

ChipMOS is benefitting from the semiconductor industry's fundamentally improved cycle position, with continued strong revenue growth in December and the fourth quarter of 2025 led by robust demand for memory products in support of computing and datacenters, combined with a favorable product mix.

Revenue for the fourth quarter of 2025 was NT$6,521.1 million or US$207.9 million, representing an increase of 6.1% from the third quarter of 2025, and an increase of 20.8% from the fourth quarter of 2024.

Revenue for the month of December 2025 was NT$2,203.3 million or US$70.2 million, representing an increase of 2.9% from November 2025, and an increase of 23.8% from December 2024.

Consolidated Monthly Revenues (Unaudited)
	December 2025	November 2025	December 2024	MoM Change	YoY Change
Revenues    (NT$ million)	2,203.3	2,140.3	1,780.1	2.9 %	23.8 %
Revenues    (US$ million)	70.2	68.2	56.7	2.9 %	23.8 %

Consolidated Quarterly Revenues (Unaudited)
	Fourth Quarter 2025	Third Quarter 2025	Fourth Quarter 2024	QoQ Change	YoY Change
Revenues    (NT$ million)	6,521.1	6,143.7	5,399.6	6.1 %	20.8 %
Revenues    (US$ million)	207.9	195.8	172.1	6.1 %	20.8 %

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-23-8-yoy-increase-in-december-2025-revenue-4q25-revenue-increases-20-8-yoy-302657063.html

SOURCE ChipMOS TECHNOLOGIES INC.

FAQ

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

What were ChipMOS (IMOS) consolidated revenues for 4Q25?

ChipMOS reported 4Q25 consolidated revenue of NT$6,521.1 million (US$207.9M).

How much did ChipMOS revenue change year‑over‑year in December 2025?

December 2025 revenue rose 23.8% YoY to NT$2,203.3 million (US$70.2M).

What was ChipMOS's sequential revenue trend entering 4Q25?

Revenue increased 6.1% QoQ in 4Q25 versus 3Q25, and December rose 2.9% MoM from November.

What factors did ChipMOS cite for its 4Q25 revenue growth?

The company cited a stronger semiconductor cycle, robust demand for memory products for computing and datacenters, and a favorable product mix.

What exchange rate did ChipMOS use to convert NT$ to US$ for 4Q25 disclosure?

All U.S. dollar figures use an exchange rate of NT$31.37 = US$1.00 as of December 31, 2025.