ChipMOS REPORTS RECORD HIGHEST MONTHLY AND QUARTERLY REVENUE SINCE 2014; REPORTS 37.2% YoY INCREASE IN JUNE 2026 REVENUE; 28.7% YoY INCREASE IN 2Q26 REVENUE
Rhea-AI Summary
ChipMOS (Nasdaq: IMOS) reported unaudited consolidated revenue for June 2026 and 2Q26, achieving its record highest monthly and quarterly revenue since 2014. Figures are translated at NT$31.85 per US$1.00.
2Q26 revenue was NT$7,383.1 million (US$231.8 million), up 6.5% QoQ and 28.7% YoY. June 2026 revenue was NT$2,538.4 million (US$79.7 million), up 6.5% MoM and 37.2% YoY. According to the company, growth is supported by a persistent AI-related demand/supply imbalance, with new capacity deployed to serve existing customer forecasts and long-term supply agreements.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Positive
- Record revenue since 2014 for both June 2026 and 2Q26
- 2Q26 revenue NT$7,383.1m (US$231.8m), +6.5% QoQ and +28.7% YoY
- June 2026 revenue NT$2,538.4m (US$79.7m), +6.5% MoM and +37.2% YoY
- Revenue growth supported by AI-related demand/supply imbalance and long-term customer agreements
- Company deploying new capacity to meet existing customer forecasts amid structurally tight supply
Negative
- None.
News Market Reaction – IMOS
On the day this news was published, IMOS gained 1.90%, reflecting a mild positive market reaction. Our momentum scanner triggered 5 alerts that day, indicating moderate trading interest and price volatility. This price movement added approximately $51M to the company's valuation, bringing the market cap to $2.74B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Jun 10 | Monthly revenue update | Positive | -5.9% | May 2026 revenue up 17.7% YoY despite a 3.1% MoM decline. |
| May 27 | Dividend approval | Positive | +2.7% | Shareholders approved NT$1.23 per common share cash distribution. |
| May 20 | Investor forum notice | Neutral | -1.6% | Company scheduled presentation at Cathay Securities 2026 Q2 Industry Forum. |
| May 08 | Monthly revenue update | Positive | +1.4% | April 2026 revenue up 32.2% YoY despite slight MoM decline. |
| Apr 10 | Quarterly revenue update | Positive | +4.4% | 1Q26 revenue rose 25.4% YoY and 6.4% QoQ with strong March growth. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
The stock has usually risen on positive updates, though one recent strong monthly revenue report drew a negative reaction.
Key Terms
outsourced semiconductor assembly and test services technical
consolidated revenue financial
AI-generated analysis. How Rhea-AI works. Not financial advice.
HSINCHU, July 10, 2026 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), today reported its unaudited consolidated revenue for the month of June 2026 and for the second quarter ended June 30, 2026. This represents the record highest monthly and quarter revenue since 2014. All
The Company noted it continues to benefit from ongoing revenue strength led by a persistent AI-related demand/supply imbalance. While the Company has been investing in footprint expansion, new capacity is being used to meet existing customer forecasts and long-term supply agreements as supply remains structurally tight and demand is accelerating.
Revenue for the second quarter of 2026 was
Revenue for the month of June 2026 was
Consolidated Monthly Revenues (Unaudited) | |||||
June 2026 | May 2026 | June 2025 | MoM Change | YoY Change | |
Revenues (NT$ million) | 2,538.4 | 2,384.3 | 1,849.7 | 6.5 % | 37.2 % |
Revenues (US$ million) | 79.7 | 74.9 | 58.1 | 6.5 % | 37.2 % |
Consolidated Quarterly Revenues (Unaudited) | |||||
Second Quarter 2026 | First Quarter 2026 | Second Quarter 2025 | QoQ Change | YoY Change | |
Revenues (NT$ million) | 7,383.1 | 6,935.6 | 5,735.8 | 6.5 % | 28.7 % |
Revenues (US$ million) | 231.8 | 217.8 | 180.1 | 6.5 % | 28.7 % |
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:SOURCE ChipMOS TECHNOLOGIES INC.