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ChipMOS REPORTS 43.6% YoY INCREASE IN JULY 2026 REVENUE; NEW RECORD HIIGH MONTHLY REVENUE LEVEL SINCE 2014

(Neutral)
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ChipMOS (Nasdaq: IMOS) reported unaudited consolidated revenue for July 2026 of NT$2,823.0 million (US$87.5 million at NT$32.27/US$1), the Company’s highest monthly level since 2014. July revenue increased 11.2% month-over-month from June 2026 and 43.6% year-over-year from July 2025.

According to ChipMOS, growth is being driven by a persistent AI-related demand/supply imbalance. The Company is working with customers on near- and long-term needs and is investing in disciplined footprint expansion, with new capacity being used to meet customer demand.

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Positive

  • July 2026 revenue NT$2,823.0 million, a record monthly level since 2014
  • Revenue +11.2% MoM versus June 2026
  • Revenue +43.6% YoY versus July 2025
  • US$87.5 million July 2026 revenue at NT$32.27/US$1 exchange rate

Negative

  • None.

Market Context

IMOS had low short positioning in the platform data. The July revenue report adds a new operating da...
Analysis

IMOS had low short positioning in the platform data. The July revenue report adds a new operating datapoint alongside that context, while ongoing reliance on AI-related demand is the stated risk to monitor through quarterly results.

Key Figures

July revenue: NT$2,823.0 million July revenue: US$87.5 million Month-over-month growth: 11.2% +5 more
8 metrics
July revenue NT$2,823.0 million July 2026
July revenue US$87.5 million July 2026
Month-over-month growth 11.2% July 2026 vs. June 2026
Year-over-year growth 43.6% July 2026 vs. July 2025
June revenue NT$2,538.4 million June 2026 comparison
July 2025 revenue NT$1,965.9 million Year-over-year comparison
Record period Since 2014 Highest monthly revenue level
Exchange rate NT$32.27 to US$1.00 As of July 31, 2026

Historical Context

5 past events · Latest: Jul 23 (Neutral)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jul 23 Results scheduling Neutral -5.2% Scheduled second-quarter 2026 results and conference call for August 11
Jul 10 Monthly revenue Positive +1.9% Reported record monthly and quarterly revenue with 28.7% second-quarter growth
Jun 10 Monthly revenue Positive -5.9% Reported May revenue up 17.7% year over year despite monthly decline
May 27 Cash dividend Positive +2.7% Shareholders approved NT$1.23 cash distribution per common share
May 20 Investor presentation Neutral -1.0% Announced presentation at Cathay Securities 2026 Q2 Industry Forum

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

Pattern Detected

Positive operating updates produced mixed historical responses, including both gains and declines.

Key Terms

osat, fabless semiconductor companies, integrated device manufacturers, semiconductor foundries
4 terms
osat technical
"an industry leading provider of outsourced semiconductor assembly and test services"
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.
fabless semiconductor companies technical
"services to leading fabless semiconductor companies, integrated device manufacturers"
Companies that design and develop semiconductor chips but do not own or operate the factories that manufacture them; instead they outsource production to specialized contract foundries. This model is like a fashion designer who creates patterns and hires a factory to make the clothes, and it matters to investors because it changes a company's capital needs, cost structure, production flexibility, and exposure to supply-chain or foundry capacity risks that can affect margins and growth.
integrated device manufacturers technical
"fabless semiconductor companies, integrated device manufacturers and independent"
Integrated device manufacturers are companies that design and produce their own hardware products from start to finish, combining product design, component fabrication and final assembly under one roof. Like a bakery that mills its own flour, bakes the bread and sells it in-store, these firms have more control over costs, quality and supply chains, which can lead to steadier margins and lower dependence on outside suppliers—factors investors watch when assessing stability and capital needs.
semiconductor foundries technical
"device manufacturers and independent semiconductor foundries serving virtually"
Factories that manufacture semiconductor chips on behalf of other companies, producing processors, memory and other integrated circuits from customers’ designs rather than selling their own branded chips. Like a contract manufacturer that turns blueprints into finished parts, foundries matter to investors because their production capacity, technology level, and supply-chain reliability affect chip availability, costs, and the growth prospects of many tech and industrial companies.

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

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HSINCHU, Aug. 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 July 2026. This represents the record highest monthly revenue since 2014. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$32.27 to US$1.00 as of July 31, 2026.

Revenue for the month of July 2026 was NT$2,823.0 million or US$87.5 million, representing an increase of 11.2% from June 2026, and an increase of 43.6% from July 2025. The Company noted it continues to benefit from ongoing revenue strength led by a persistent AI-related demand/supply imbalance. The Company is working closely with customers to support their near- and long-term needs, and remains disciplined in investing in footprint expansion, with new capacity being used to meet customers' demands.

Consolidated Monthly Revenues (Unaudited)


July 2026

June 2026

July 2025

MoM Change

YoY Change

Revenues

   (NT$ million)

2,823.0

2,538.4

1,965.9

11.2 %

43.6 %

Revenues

   (US$ million)

87.5

78.7

60.9

11.2 %

43.6 %

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-43-6-yoy-increase-in-july-2026-revenue-new-record-hiigh-monthly-revenue-level-since-2014--302846810.html

SOURCE ChipMOS TECHNOLOGIES INC.

FAQ

What was ChipMOS (IMOS) revenue in July 2026?

ChipMOS reported unaudited July 2026 revenue of NT$2,823.0 million, or US$87.5 million. According to ChipMOS, this is the Company’s highest monthly revenue since 2014, reflecting strong demand for its outsourced semiconductor assembly and test services.

How did ChipMOS (IMOS) July 2026 revenue grow year over year?

ChipMOS July 2026 revenue increased 43.6% year over year compared with July 2025. According to ChipMOS, revenue rose from NT$1,965.9 million in July 2025 to NT$2,823.0 million in July 2026, supported by strong AI-related demand.

What was the month-over-month revenue change for ChipMOS (IMOS) in July 2026?

ChipMOS July 2026 revenue grew 11.2% month over month versus June 2026. According to ChipMOS, revenue increased from NT$2,538.4 million in June 2026 to NT$2,823.0 million in July 2026, driven by continued strength in AI-related demand.

Why does ChipMOS (IMOS) say its July 2026 revenue reached a record level?

ChipMOS stated that July 2026 revenue of NT$2,823.0 million represents its highest monthly revenue since 2014. According to ChipMOS, this performance reflects a persistent AI-related demand/supply imbalance and customer demand for its assembly and test services.

What exchange rate did ChipMOS (IMOS) use for its July 2026 revenue figures?

ChipMOS converted its July 2026 revenue using an exchange rate of NT$32.27 to US$1.00. According to ChipMOS, this rate as of July 31, 2026 translated NT$2,823.0 million of revenue into approximately US$87.5 million.

What is driving ChipMOS (IMOS) revenue growth in July 2026?

ChipMOS attributes its July 2026 revenue growth to a persistent AI-related demand/supply imbalance. According to ChipMOS, it is working closely with customers on near- and long-term needs and adding disciplined capacity to meet increased assembly and test demand.