ChipMOS Posts NT$1.97B July Sales; Watch Tariff Risk, YoY Decline

Rhea-AI Filing Summary

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.

Positive

• 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.

Negative

• Revenue still 4.7% below July 2024, showing incomplete market recovery.
• Tariff risk highlighted; potential future duties could pressure profitability.

Insights

Semiconductor Industry Analyst

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.

Portfolio Manager

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.

Form 6-K: How Foreign Companies Report to the SEC →

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.

						ChipMOS TECHNOLOGIES INC.
						(Registrant)
Date: August 8, 2025				By		/S/ S. J. Cheng
				Name:		S. J. Cheng
				Title:		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)
	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?

The company reported NT$1,965.9 million (US$65.7 million) in consolidated revenue.

How did July 2025 revenue compare to June 2025?

Revenue rose 6.3% month-over-month from NT$1,849.7 million in June.

How does July 2025 revenue compare year over year for ChipMOS?

It declined 4.7% versus July 2024, which posted NT$2,063.4 million.

Did ChipMOS comment on tariffs in its Form 6-K?

Yes. Management said tariffs have not been material YTD but they continue to monitor the evolving situation and will adjust as needed.

Were profitability or guidance figures disclosed?

No. The filing only provided unaudited monthly revenue; no margins, EPS, or forward guidance were included.