[6-K] ChipMOS TECHNOLOGIES INC Current Report (Foreign Issuer)
ChipMOS (IMOS) July 2025 revenue snapshot: unaudited consolidated sales reached NT$1,965.9 million (US$65.7 million), up 6.3% MoM from June but down 4.7% YoY versus July 2024. Management attributes the sequential lift to continued favorable pricing and volume trends in memory OSAT, its largest segment. The company notes that tariffs have had no material impact year-to-date but it is monitoring potential changes and will adjust operations and pricing to support customers.
- MoM momentum: second consecutive monthly increase, suggesting near-term demand recovery.
- YoY softness: revenue still trails prior-year level, indicating market recovery is not yet complete.
- FX basis: figures converted at NT$29.91/US$ as of 31-Jul-25.
The filing contains no earnings, margin, or guidance data; only July top-line results and commentary on tariff risk.
ChipMOS (IMOS) - Riepilogo ricavi luglio 2025: le vendite consolidate non revisionate hanno raggiunto NT$1.965,9 milioni (US$65,7 milioni), in aumento del 6,3% su base mensile (MoM) rispetto a giugno, ma in calo del 4,7% su base annua (YoY) rispetto a luglio 2024. La direzione attribuisce questo incremento sequenziale al continuo miglioramento dei prezzi e dei volumi nel segmento memory OSAT, il più grande dell’azienda. La società segnala che le tariffe doganali non hanno avuto un impatto significativo dall’inizio dell’anno, ma sta monitorando eventuali cambiamenti e adeguerà operazioni e prezzi per supportare i clienti.
- Andamento MoM: secondo aumento mensile consecutivo, segnale di una possibile ripresa della domanda a breve termine.
- Debolezza YoY: i ricavi restano inferiori rispetto all’anno precedente, indicando che la ripresa del mercato non è ancora completa.
- Base cambio: i valori sono convertiti al tasso di NT$29,91/US$ al 31 luglio 2025.
Il documento non contiene dati su utili, margini o previsioni; sono riportati solo i risultati di fatturato di luglio e commenti sul rischio tariffe.
ChipMOS (IMOS) - Resumen de ingresos de julio 2025: las ventas consolidadas no auditadas alcanzaron NT$1.965,9 millones (US$65,7 millones), un aumento del 6,3% mensual (MoM) respecto a junio, pero una caída del 4,7% interanual (YoY) en comparación con julio de 2024. La gerencia atribuye este aumento secuencial a la continua tendencia favorable en precios y volúmenes en el segmento de memoria OSAT, el más grande de la compañía. La empresa indica que las tarifas no han tenido un impacto significativo en lo que va del año, pero está monitoreando posibles cambios y ajustará operaciones y precios para apoyar a los clientes.
- Impulso MoM: segundo aumento mensual consecutivo, sugiriendo una recuperación de la demanda a corto plazo.
- Debilidad YoY: los ingresos aún están por debajo del nivel del año anterior, indicando que la recuperación del mercado no está completa.
- Base de tipo de cambio: cifras convertidas a NT$29,91/US$ al 31 de julio de 2025.
El informe no contiene datos sobre ganancias, márgenes o pronósticos; solo resultados de ingresos de julio y comentarios sobre riesgos de tarifas.
ChipMOS (IMOS) 2025년 7월 매출 요약: 감사되지 않은 연결 매출은 NT$1,965.9백만 (미화 6,570만 달러)로 6월 대비 월간 6.3% 증가, 2024년 7월 대비 연간 4.7% 감소했습니다. 경영진은 이러한 연속 상승을 최대 사업부인 메모리 OSAT 부문의 가격 및 물량 호조에 기인한다고 밝혔습니다. 회사는 관세가 연초부터 실질적인 영향을 미치지 않았으나, 잠재적 변화를 모니터링하며 고객 지원을 위해 운영 및 가격 조정을 할 것이라고 언급했습니다.
- 월간 모멘텀: 두 번째 연속 월간 증가로 단기 수요 회복을 시사합니다.
- 연간 부진: 매출이 여전히 전년 수준에 미치지 못해 시장 회복이 아직 완전하지 않음을 나타냅니다.
- 환율 기준: 2025년 7월 31일 기준 NT$29.91/US$ 환율로 환산된 수치입니다.
보고서에는 수익, 마진 또는 가이던스 데이터가 포함되어 있지 않으며, 7월 매출 실적과 관세 위험에 대한 코멘트만 포함되어 있습니다.
ChipMOS (IMOS) - Aperçu du chiffre d'affaires de juillet 2025 : les ventes consolidées non auditées ont atteint 1 965,9 millions NT$ (65,7 millions USD), en hausse de 6,3 % en variation mensuelle (MoM) par rapport à juin, mais en baisse de 4,7 % en glissement annuel (YoY) par rapport à juillet 2024. La direction attribue cette progression séquentielle à la poursuite de tendances favorables en termes de prix et de volumes dans le segment mémoire OSAT, le plus important. L’entreprise indique que les tarifs douaniers n’ont pas eu d’impact significatif depuis le début de l’année, mais surveille les éventuels changements et ajustera ses opérations et prix pour soutenir ses clients.
- Élan MoM : deuxième hausse mensuelle consécutive, suggérant une reprise de la demande à court terme.
- Faiblesse YoY : le chiffre d’affaires reste inférieur au niveau de l’année précédente, indiquant que la reprise du marché n’est pas encore achevée.
- Base de change : chiffres convertis au taux de 29,91 NT$/USD au 31 juillet 2025.
Le rapport ne contient pas de données sur les bénéfices, marges ou prévisions ; seuls les résultats du chiffre d’affaires de juillet et les commentaires sur le risque tarifaire sont présentés.
ChipMOS (IMOS) Umsatzübersicht Juli 2025: Die ungeprüften konsolidierten Umsätze erreichten NT$1.965,9 Millionen (US$65,7 Millionen), was einem Anstieg von 6,3% gegenüber dem Vormonat (MoM), aber einem Rückgang von 4,7% im Jahresvergleich (YoY) gegenüber Juli 2024 entspricht. Das Management führt den sequenziellen Anstieg auf anhaltend günstige Preis- und Volumentrends im größten Segment Memory OSAT zurück. Das Unternehmen weist darauf hin, dass Zölle bisher keine wesentlichen Auswirkungen hatten, aber potenzielle Änderungen überwacht und Betrieb sowie Preise anpassen wird, um Kunden zu unterstützen.
- MoM-Momentum: zweiter aufeinanderfolgender monatlicher Anstieg, was auf eine kurzfristige Nachfragenerholung hindeutet.
- YoY-Schwäche: der Umsatz liegt noch unter dem Vorjahresniveau, was zeigt, dass die Markterholung noch nicht abgeschlossen ist.
- Wechselkursbasis: Zahlen wurden zum Kurs von NT$29,91/US$ zum 31. Juli 2025 umgerechnet.
Die Meldung enthält keine Angaben zu Gewinn, Marge oder Prognosen; lediglich die Umsatzergebnisse für Juli und Kommentare zum Zolllrisiko.
- Sequential revenue growth of 6.3% in July 2025 indicates improving demand.
- Favorable pricing and volume trends in memory OSAT could support margins if sustained.
- Revenue still 4.7% below July 2024, showing incomplete market recovery.
- Tariff risk highlighted; potential future duties could pressure profitability.
Insights
TL;DR: Sequential growth signals demand uptick, but YoY decline tempers enthusiasm; overall neutral impact.
ChipMOS posted a 6.3% MoM revenue increase, outpacing typical seasonal patterns and pointing to improving memory test/packaging demand. However, the 4.7% YoY shortfall confirms that sector recovery is partial. With no margin disclosure, we cannot gauge profitability leverage. Management’s tariff commentary implies limited current exposure but introduces policy risk. Investors should view the data point as mildly encouraging yet insufficient to alter long-term valuation assumptions.
TL;DR: Data point is directionally positive but not material enough to shift portfolio weightings.
Sequential revenue growth improves sentiment and may support near-term share performance, yet the YoY decline and absence of cost or backlog metrics keep the update from being a catalyst. Tariff vigilance is prudent; any escalation could compress margins. I classify the filing as informational with limited impact on earnings models.
ChipMOS (IMOS) - Riepilogo ricavi luglio 2025: le vendite consolidate non revisionate hanno raggiunto NT$1.965,9 milioni (US$65,7 milioni), in aumento del 6,3% su base mensile (MoM) rispetto a giugno, ma in calo del 4,7% su base annua (YoY) rispetto a luglio 2024. La direzione attribuisce questo incremento sequenziale al continuo miglioramento dei prezzi e dei volumi nel segmento memory OSAT, il più grande dell’azienda. La società segnala che le tariffe doganali non hanno avuto un impatto significativo dall’inizio dell’anno, ma sta monitorando eventuali cambiamenti e adeguerà operazioni e prezzi per supportare i clienti.
- Andamento MoM: secondo aumento mensile consecutivo, segnale di una possibile ripresa della domanda a breve termine.
- Debolezza YoY: i ricavi restano inferiori rispetto all’anno precedente, indicando che la ripresa del mercato non è ancora completa.
- Base cambio: i valori sono convertiti al tasso di NT$29,91/US$ al 31 luglio 2025.
Il documento non contiene dati su utili, margini o previsioni; sono riportati solo i risultati di fatturato di luglio e commenti sul rischio tariffe.
ChipMOS (IMOS) - Resumen de ingresos de julio 2025: las ventas consolidadas no auditadas alcanzaron NT$1.965,9 millones (US$65,7 millones), un aumento del 6,3% mensual (MoM) respecto a junio, pero una caída del 4,7% interanual (YoY) en comparación con julio de 2024. La gerencia atribuye este aumento secuencial a la continua tendencia favorable en precios y volúmenes en el segmento de memoria OSAT, el más grande de la compañía. La empresa indica que las tarifas no han tenido un impacto significativo en lo que va del año, pero está monitoreando posibles cambios y ajustará operaciones y precios para apoyar a los clientes.
- Impulso MoM: segundo aumento mensual consecutivo, sugiriendo una recuperación de la demanda a corto plazo.
- Debilidad YoY: los ingresos aún están por debajo del nivel del año anterior, indicando que la recuperación del mercado no está completa.
- Base de tipo de cambio: cifras convertidas a NT$29,91/US$ al 31 de julio de 2025.
El informe no contiene datos sobre ganancias, márgenes o pronósticos; solo resultados de ingresos de julio y comentarios sobre riesgos de tarifas.
ChipMOS (IMOS) 2025년 7월 매출 요약: 감사되지 않은 연결 매출은 NT$1,965.9백만 (미화 6,570만 달러)로 6월 대비 월간 6.3% 증가, 2024년 7월 대비 연간 4.7% 감소했습니다. 경영진은 이러한 연속 상승을 최대 사업부인 메모리 OSAT 부문의 가격 및 물량 호조에 기인한다고 밝혔습니다. 회사는 관세가 연초부터 실질적인 영향을 미치지 않았으나, 잠재적 변화를 모니터링하며 고객 지원을 위해 운영 및 가격 조정을 할 것이라고 언급했습니다.
- 월간 모멘텀: 두 번째 연속 월간 증가로 단기 수요 회복을 시사합니다.
- 연간 부진: 매출이 여전히 전년 수준에 미치지 못해 시장 회복이 아직 완전하지 않음을 나타냅니다.
- 환율 기준: 2025년 7월 31일 기준 NT$29.91/US$ 환율로 환산된 수치입니다.
보고서에는 수익, 마진 또는 가이던스 데이터가 포함되어 있지 않으며, 7월 매출 실적과 관세 위험에 대한 코멘트만 포함되어 있습니다.
ChipMOS (IMOS) - Aperçu du chiffre d'affaires de juillet 2025 : les ventes consolidées non auditées ont atteint 1 965,9 millions NT$ (65,7 millions USD), en hausse de 6,3 % en variation mensuelle (MoM) par rapport à juin, mais en baisse de 4,7 % en glissement annuel (YoY) par rapport à juillet 2024. La direction attribue cette progression séquentielle à la poursuite de tendances favorables en termes de prix et de volumes dans le segment mémoire OSAT, le plus important. L’entreprise indique que les tarifs douaniers n’ont pas eu d’impact significatif depuis le début de l’année, mais surveille les éventuels changements et ajustera ses opérations et prix pour soutenir ses clients.
- Élan MoM : deuxième hausse mensuelle consécutive, suggérant une reprise de la demande à court terme.
- Faiblesse YoY : le chiffre d’affaires reste inférieur au niveau de l’année précédente, indiquant que la reprise du marché n’est pas encore achevée.
- Base de change : chiffres convertis au taux de 29,91 NT$/USD au 31 juillet 2025.
Le rapport ne contient pas de données sur les bénéfices, marges ou prévisions ; seuls les résultats du chiffre d’affaires de juillet et les commentaires sur le risque tarifaire sont présentés.
ChipMOS (IMOS) Umsatzübersicht Juli 2025: Die ungeprüften konsolidierten Umsätze erreichten NT$1.965,9 Millionen (US$65,7 Millionen), was einem Anstieg von 6,3% gegenüber dem Vormonat (MoM), aber einem Rückgang von 4,7% im Jahresvergleich (YoY) gegenüber Juli 2024 entspricht. Das Management führt den sequenziellen Anstieg auf anhaltend günstige Preis- und Volumentrends im größten Segment Memory OSAT zurück. Das Unternehmen weist darauf hin, dass Zölle bisher keine wesentlichen Auswirkungen hatten, aber potenzielle Änderungen überwacht und Betrieb sowie Preise anpassen wird, um Kunden zu unterstützen.
- MoM-Momentum: zweiter aufeinanderfolgender monatlicher Anstieg, was auf eine kurzfristige Nachfragenerholung hindeutet.
- YoY-Schwäche: der Umsatz liegt noch unter dem Vorjahresniveau, was zeigt, dass die Markterholung noch nicht abgeschlossen ist.
- Wechselkursbasis: Zahlen wurden zum Kurs von NT$29,91/US$ zum 31. Juli 2025 umgerechnet.
Die Meldung enthält keine Angaben zu Gewinn, Marge oder Prognosen; lediglich die Umsatzergebnisse für Juli und Kommentare zum Zolllrisiko.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM 6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the month of August 2025
Commission File Number 001-37928
ChipMOS TECHNOLOGIES INC.
(Translation of Registrant’s Name Into English)
No. 1, R&D Rd. 1, Hsinchu Science Park
Hsinchu, Taiwan
Republic of China
(Address of Principal Executive Offices)
(Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.)
Form 20-F ☒ Form 40-F ☐
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
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ChipMOS TECHNOLOGIES INC. |
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(Registrant) |
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Date: August 8, 2025 |
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By |
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/S/ S. J. Cheng |
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Name: |
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S. J. Cheng |
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Title: |
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Chairman & President |
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 |
ChipMOS REPORTS JULY 2025 REVENUE
Hsinchu, Taiwan, August 8, 2025 - 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 2025. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$29.91 to US$1.00 as of July 31, 2025.
Revenue for the month of July 2025 was NT$1,965.9 million or US$65.7 million, representing an increase of 6.3% from June 2025, and a decrease of 4.7% from July 2024. The Company noted it is benefitting from continued favorable pricing and volume trends for memory products. While not a material impact year to date, the Company continues to monitor the evolving tariff situation and plans to adjust accordingly to mitigate the impact and to best support customers.
Consolidated Monthly Revenues (Unaudited) |
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July 2025 |
June 2025 |
July 2024 |
MoM Change |
YoY Change |
Revenues (NT$ million) |
1,965.9 |
1,849.7 |
2,063.4 |
6.3% |
-4.7% |
Revenues (US$ million) |
65.7 |
61.8 |
69.0 |
6.3% |
-4.7% |
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 tariffs and the imposition of potential new tariffs that affect our products or operations, government policies, global trade environments, pricing, plans, objectives and expectations 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, due to various factors. 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 U.S. Securities and Exchange Commission (the “SEC”) and in the Company’s other filings with the SEC.
FAQ
What was ChipMOS (IMOS) revenue in July 2025?
How did July 2025 revenue compare to June 2025?
How does July 2025 revenue compare year over year for ChipMOS?
Did ChipMOS comment on tariffs in its Form 6-K?
Were profitability or guidance figures disclosed?
