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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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
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
Historical Context
| Date | Event | Sentiment | 24h 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. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Positive monthly revenue updates often saw supportive or positive moves, while broader earnings reports have shown occasional negative reactions despite improving fundamentals.
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.
Regulatory & Risk Context
Key Terms
osat technical
ai technical
AI-generated analysis. How Rhea-AI works. 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
Revenue for the month of January 2026 was
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
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
Contacts:
In Jesse Huang ChipMOS TECHNOLOGIES INC. +886-6-5052388 ext. 7715 | In the David Pasquale Global IR Partners +1-914-337-8801 |
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SOURCE ChipMOS TECHNOLOGIES INC.