ChipMOS (NASDAQ: IMOS) posts 25% YoY Q1 2026 revenue surge on AI
Rhea-AI Filing Summary
ChipMOS TECHNOLOGIES INC. reported strong top-line growth, with unaudited first quarter 2026 revenue of NT$6,935.6 million (US$216.4 million), up 6.4% from the prior quarter and 25.4% from a year earlier. Management links this to a persistent AI-related demand/supply imbalance and robust demand for high-value memory solutions in data center and AI applications.
March 2026 revenue was NT$2,501.6 million (US$78.1 million), increasing 16.7% month over month and 23.1% year over year, indicating accelerating momentum exiting the quarter.
Positive
- First quarter 2026 revenue grew 25.4% year over year to NT$6,935.6 million (US$216.4 million), with 6.4% sequential growth versus fourth quarter 2025, indicating strong underlying business momentum.
- AI-related demand is driving robust growth, as the company highlights a persistent AI demand/supply imbalance and strong need for high-value memory solutions in data center and AI applications, supporting improved longer-term visibility.
Negative
- None.
Insights
ChipMOS delivers >25% YoY revenue growth on AI-driven demand.
ChipMOS posted first quarter 2026 revenue of NT$6,935.6 million (US$216.4 million), up 25.4% year over year and 6.4% sequentially. Management attributes this to strong demand for high-value memory solutions tied to data center and AI workloads.
Monthly data show March 2026 revenue of NT$2,501.6 million, up 16.7% from February and 23.1% from March 2025, suggesting a solid exit rate for the quarter. This pattern indicates a favorable demand environment across OSAT services, particularly in AI-related segments.
The company also notes better longer-term visibility, which can help planning of capacity and investment, though overall performance remains sensitive to macroeconomic conditions and semiconductor cycle dynamics referenced in its risk disclosures.
Key Figures
Key Terms
outsourced semiconductor assembly and test services financial
forward-looking statements regulatory
macroeconomic conditions financial
Annual Report on Form 20-F regulatory
trade regulations, policies, and agreements regulatory
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 April 2026
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: April 10, 2026 |
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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 23.1% YoY INCREASE IN MARCH 2026 REVENUE; 25.4% YoY INCREASE IN 1Q26 REVENUE
Hsinchu, Taiwan, April 10, 2026 - 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 March 2026 and for the first quarter ended March 31, 2026. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$32.05 to US$1.00 as of March 31, 2026.
The Company noted it is benefiting from a persistent AI-related demand/supply imbalance, with strong revenue growth driven by robust demand for high-value memory solutions, particularly in data center and AI applications, which is also improving longer-term visibility.
Revenue for the first quarter of 2026 was NT$6,935.6 million or US$216.4 million, representing an increase of 6.4% from the fourth quarter of 2025, and an increase of 25.4% from the first quarter of 2025.
Revenue for the month of March 2026 was NT$2,501.6 million or US$78.1 million, representing an increase of 16.7% from February 2026, and an increase of 23.1% from March 2025.
Consolidated Monthly Revenues (Unaudited) |
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March 2026 |
February 2026 |
March 2025 |
MoM Change |
YoY Change |
Revenues (NT$ million) |
2,501.6 |
2,143.6 |
2,031.6 |
16.7% |
23.1% |
Revenues (US$ million) |
78.1 |
66.9 |
63.4 |
16.7% |
23.1% |
Consolidated Quarterly Revenues (Unaudited) |
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First Quarter 2026 |
Fourth Quarter 2025 |
First Quarter 2025 |
QoQ Change |
YoY Change |
Revenues (NT$ million) |
6,935.6 |
6,521.1 |
5,532.3 |
6.4% |
25.4% |
Revenues (US$ million) |
216.4 |
203.5 |
172.6 |
6.4% |
25.4% |
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.