ChipMOS REPORTS 31.2% YoY INCREASE IN JANUARY 2026 REVENUE

Rhea-AI Summary

ChipMOS (Nasdaq: IMOS) reported unaudited consolidated revenue for January 2026 of NT$2,290.4 million (US$72.7 million), up 4.0% month-over-month and 31.2% year-over-year. This marks the largest YoY monthly increase since June 2021.

The company attributed growth to sustained demand for high-value memory solutions, especially for data center and AI-related applications. All U.S. dollar figures use an exchange rate of NT$31.51 = US$1.00 as of January 30, 2026.

Positive

• January 2026 revenue of NT$2,290.4 million (US$72.7 million)
• Revenue +31.2% YoY compared with January 2025
• Revenue +4.0% MoM compared with December 2025
• Largest monthly YoY increase since June 2021
• Growth driven by demand for high-value memory in data center and AI applications

Negative

• None.

News Market Reaction – IMOS

+2.84%

1 alert

+2.84% News Effect

+$33M Valuation Impact

$1.20B Market Cap

On the day this news was published, IMOS gained 2.84%, reflecting a moderate positive market reaction. This price movement added approximately $33M to the company's valuation, bringing the market cap to $1.20B at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

January 2026 revenue (NT$): NT$2,290.4 million January 2026 revenue (US$): US$72.7 million MoM revenue change: 4.0% +3 more

6 metrics

January 2026 revenue (NT$) NT$2,290.4 million Unaudited consolidated monthly revenue

January 2026 revenue (US$) US$72.7 million Converted at NT$31.51 = US$1.00

MoM revenue change 4.0% January 2026 vs December 2025

YoY revenue change 31.2% January 2026 vs January 2025

Exchange rate NT$31.51 = US$1.00 Applied to all US$ figures in release

January 2025 revenue (US$) US$55.4 million Comparison figure in table

Market Reality Check

Price: $35.82 Vol: Volume 19,854 is about 0....

low vol

$35.82 Last Close

Volume Volume 19,854 is about 0.44x the 20-day average of 45,153, indicating subdued trading ahead of the release. low

Technical Shares at $34.13 are trading above the 200-day MA of $22.73 and about 24.88% below the 52-week high.

Peers on Argus

IMOS gained 1.7% pre-release with mixed peer moves: CEVA +2.64%, SKYT +1.23%, PO...

IMOS gained 1.7% pre-release with mixed peer moves: CEVA +2.64%, SKYT +1.23%, POET +8.0%, while AOSL -0.54% and LAES -0.75%, suggesting stock-specific factors rather than a uniform sector rotation.

Historical Context

5 past events · Latest: Feb 04 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 04	Earnings call notice	Neutral	-1.9%	Announcement of date and access details for 4Q25 and FY25 results call.
Jan 09	Monthly/quarter revenue	Positive	+10.1%	4Q25 and December revenue up double digits year over year and sequentially.
Dec 10	Monthly revenue	Neutral	-2.6%	November revenue up YoY but slightly down MoM due to fewer operating days.
Nov 11	Quarterly results	Positive	-1.7%	3Q25 return to profit with higher utilization and cash generation.
Nov 10	Monthly revenue	Positive	+2.6%	October revenue up both MoM and YoY on strong memory demand and mix.

Pattern Detected

Positive monthly revenue updates often saw supportive or positive moves, while broader earnings reports have shown occasional negative reactions despite improving fundamentals.

Recent Company History

Over the last few months, ChipMOS has repeatedly highlighted strengthening industry conditions and sustained revenue growth. October, November, and December 2025 monthly revenue releases all showed double‑digit YoY expansion and sequential growth, with December’s update drawing a 10.11% gain. The 3Q25 results in November 2025 showed a swing from loss to profit, yet the stock slipped modestly. A recent call-scheduling notice on February 4, 2026 also coincided with a small decline, underscoring that not all operational positives translate into immediate price strength.

Market Pulse Summary

This announcement reports January 2026 revenue of NT$2,290.4 million (US$72.7 million), up 4.0% mont...

Analysis

This announcement reports January 2026 revenue of NT$2,290.4 million (US$72.7 million), up 4.0% month over month and 31.2% year over year, marking the strongest yearly growth since 2021. It extends a series of monthly updates showing double‑digit growth tied to data‑center and AI demand. Against this backdrop, upcoming 4Q25 and full‑year 2025 results, margin trends, and sustainability of high-value memory demand remain key metrics for investors to monitor.

Key Terms

osat, ai

2 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 technical

"led by robust demand for high-value memory solutions, particularly in data center and AI-related applications."

Artificial intelligence (AI) is technology that enables machines to mimic human thinking and learning, allowing them to analyze information, recognize patterns, and make decisions. For investors, AI matters because it can improve how businesses operate, create new products, or identify opportunities faster and more accurately than humans alone, potentially impacting company success and market trends.

AI-generated analysis. Not financial advice.

HSINCHU, Feb. 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 January 2026. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$31.51 to US$1.00 as of January 30, 2026.

Revenue for the month of January 2026 was NT$2,290.4 million or US$72.7 million, representing an increase of 4.0% from December 2025, and an increase of 31.2% from January 2025. This represents the highest year-over-year increase in monthly revenue since June of 2021. The Company noted it is continuing to benefit from the semiconductor industry's fundamentally improved cycle position, with continued strong revenue growth led by robust demand for high-value memory solutions, particularly in data center and AI-related applications.

Consolidated Monthly Revenues (Unaudited)
	January 2026	December 2025	January 2025	MoM Change	YoY Change
Revenues    (NT$ million)	2,290.4	2,203.3	1,745.3	4.0 %	31.2 %
Revenues    (US$ million)	72.7	69.9	55.4	4.0 %	31.2 %

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

 

View original content:https://www.prnewswire.com/news-releases/chipmos-reports-31-2-yoy-increase-in-january-2026-revenue-302683257.html

SOURCE ChipMOS TECHNOLOGIES INC.

FAQ

How much revenue did ChipMOS (IMOS) report for January 2026?

ChipMOS reported NT$2,290.4 million (US$72.7 million) in January 2026 revenue. According to the company, that figure reflects a 4.0% increase from December 2025 and uses NT$31.51 per US$1.00 exchange rate.

What were the month-over-month and year-over-year changes for IMOS January 2026 revenue?

January 2026 revenue rose 4.0% MoM and 31.2% YoY. According to the company, both USD and NT$ series show the same percentage changes versus December 2025 and January 2025, respectively.

Why did ChipMOS (IMOS) say revenue increased in January 2026?

ChipMOS attributed the increase to continued strong demand for high-value memory solutions in data center and AI applications. According to the company, an improved semiconductor cycle position supported the revenue growth.

How significant is the January 2026 YoY increase for IMOS compared to recent months?

The 31.2% YoY increase is the largest monthly year-over-year rise since June 2021. According to the company, this marks the highest YoY monthly revenue improvement in nearly five years.

What exchange rate did ChipMOS use to convert January 2026 revenue to US dollars?

ChipMOS used an exchange rate of NT$31.51 = US$1.00 to present U.S. dollar figures. According to the company, that rate applies as of January 30, 2026 and was used for the USD conversions.