ChipMOS REPORTS RECORD HIGH QUARTERLY REVENUE; 33.8% YoY INCREASE IN SEPTEMBER 2026 REVENUE; 36.7% YoY INCREASE IN 3Q26 REVENUE
Third-quarter revenue rose 13.8% sequentially and 36.7% year over year as ChipMOS continued investing in capacity expansion.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Summary
ChipMOS (IMOS) reported record-high third-quarter 2026 unaudited consolidated revenue of NT$8,400.8 million, extending growth from both comparison periods. Revenue for the quarter ended September 30, 2026 was US$263.8 million, up 13.8% from the second quarter of 2026 and 36.7% from the third quarter of 2025. September 2026 unaudited consolidated revenue reached NT$2,792.0 million, or US$87.7 million, increasing 0.2% from August 2026 and 33.8% from September 2025.
The company attributed quarterly growth to sustained AI-related demand exceeding available memory supply. ChipMOS continues investing in footprint expansion, with new capacity being deployed to meet existing customer forecasts and long-term supply agreements as supply constraints persist and demand broadens across most of its memory and storage end markets.
How this balance works
Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.
It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.
Rhea-AI Sentiment measures something else, the tone of the wording.
Positive
- Moderate pointThird-quarter 2026 revenue reached NT$8,400.8 million, up 13.8% quarter over quarter and 36.7% year over year.
- Minor pointSeptember 2026 revenue reached NT$2,792.0 million, up 0.2% month over month and 33.8% year over year.
- Minor pointCapacity expansion continues, with new capacity being deployed for existing customer forecasts and long-term supply agreements.
Negative
- None.
Key Figures
- Quarterly revenue
- NT$8,400.8 million
- 3Q26; record high
- Quarterly revenue growth
- 36.7%
- 3Q26 year over year
- Quarterly revenue growth
- 13.8%
- 3Q26 quarter over quarter
- Monthly revenue
- NT$2,792.0 million
- September 2026
- Monthly revenue growth
- 33.8%
- September 2026 year over year
- Monthly revenue growth
- 0.2%
- September 2026 month over month
Historical Context
-
August revenue rose 33.3% year over year but declined 1.3% month over month.
-
Q2 revenue increased 28.7% year over year and reached its highest level since 2014.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
osat technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
HSINCHU, Oct. 8, 2026/PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), today reported its unaudited consolidated revenue for the month of September 2026 and for the third quarter ended September 30, 2026. All
The Company noted its third quarter 2026 revenue represents a record high, with revenue growth driven by sustained AI-related demand outpacing available memory supply. While the Company continues to invest in footprint expansion, new capacity is being deployed to meet existing customer forecasts and long-term supply agreements, as structural supply constraints persist and demand broadens across most of the Company's memory and storage end markets.
Revenue for the third quarter of 2026 was
Revenue for the month of September 2026 was
|
Consolidated Monthly Revenues (Unaudited) |
|||||
|
|
September 2026 |
August 2026 |
September 2025 |
MoM Change |
YoY Change |
|
Revenues (NT$ million) |
2,792.0 |
2,785.7 |
2,087.4 |
0.2 % |
33.8 % |
|
Revenues (US$ million) |
87.7 |
87.5 |
65.5 |
0.2 % |
33.8 % |
|
|
|
|
|
|
|
|
Consolidated Quarterly Revenues (Unaudited) |
|||||
|
|
Third Quarter 2026 |
Second Quarter 2026 |
Third Quarter 2025 |
QoQ Change |
YoY Change |
|
Revenues (NT$ million) |
8,400.8 |
7,383.1 |
6,143.7 |
13.8 % |
36.7 % |
|
Revenues (US$ million) |
263.8 |
231.8 |
192.9 |
13.8 % |
36.7 % |
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 Jesse Huang ChipMOS TECHNOLOGIES INC. +886-6-5052388 ext. 7715 |
In the David Pasquale Global IR Partners +1-914-337-8801 |
View original content:https://www.prnewswire.com/news-releases/chipmos-reports-record-high-quarterly-revenue-33-8-yoy-increase-in-september-2026-revenue-36-7-yoy-increase-in-3q26-revenue-302901931.html
SOURCE ChipMOS TECHNOLOGIES INC.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
How much did ChipMOS revenue grow in the third quarter of 2026?
ChipMOS third-quarter 2026 unaudited consolidated revenue increased 36.7% year over year and 13.8% quarter over quarter. Revenue reached a quarterly record of NT$8,400.8 million, or US$263.8 million, for the quarter ended September 30, 2026.
What exchange rate did ChipMOS use for its September and third-quarter 2026 revenue figures?
ChipMOS used NT$31.85 to US$1.00, the exchange rate as of September 30, 2026, for all reported U.S. dollar revenue figures.