ChipMOS revenue jumps 25% YoY on AI demand

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.

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

Semiconductor equity analyst

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

Q1 2026 revenue (NT$): NT$6,935.6 million Q1 2026 revenue (US$): US$216.4 million Q1 2026 YoY change: 25.4% +5 more

8 metrics

Q1 2026 revenue (NT$) NT$6,935.6 million Unaudited consolidated revenue, first quarter 2026

Q1 2026 revenue (US$) US$216.4 million Converted at NT$32.05 to US$1.00

Q1 2026 YoY change 25.4% Revenue growth vs. first quarter 2025

Q1 2026 QoQ change 6.4% Revenue growth vs. fourth quarter 2025

March 2026 revenue (NT$) NT$2,501.6 million Monthly consolidated revenue, March 2026

March 2026 revenue (US$) US$78.1 million Converted at NT$32.05 to US$1.00

March 2026 MoM change 16.7% Revenue growth vs. February 2026

March 2026 YoY change 23.1% Revenue growth vs. March 2025

Key Terms

outsourced semiconductor assembly and test services, forward-looking statements, macroeconomic conditions, Annual Report on Form 20-F, +1 more

5 terms

outsourced semiconductor assembly and test services financial

"an industry leading provider of outsourced semiconductor assembly and test services"

Companies that provide outsourced semiconductor assembly and test services take manufactured silicon chips and handle the physical packaging, final electrical testing and quality checks before the chips are shipped to customers. Think of them as a specialized fulfillment and inspection center for delicate electronics; their work affects device reliability, delivery times and cost structures, so investors watch them for supply‑chain risk, capacity constraints, technological competitiveness and margin trends.

forward-looking statements regulatory

"This press release may contain certain forward-looking statements."

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

macroeconomic conditions financial

"statements regarding current macroeconomic conditions, including the impacts of high inflation"

Annual Report on Form 20-F regulatory

"included in the Company’s most recent Annual Report on Form 20-F filed with the SEC"

An annual report on Form 20-F is a standardized filing that foreign companies submit to the U.S. securities regulator to disclose their financial results, business operations, risks, and management’s discussion of performance. It matters to investors because it provides a complete, audited snapshot—like a company’s financial report card and shareholder letter combined—used to assess transparency, compare companies, and judge whether the stock’s price matches underlying business strengths and risks.

trade regulations, policies, and agreements regulatory

"changes in trade regulations, policies, and agreements and the imposition of tariffs"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How did ChipMOS (IMOS) perform in first quarter 2026?

ChipMOS reported unaudited first quarter 2026 revenue of NT$6,935.6 million (US$216.4 million), up 6.4% from fourth quarter 2025 and 25.4% year over year. This reflects strong demand for high-value memory solutions, especially for data center and AI applications.

What were ChipMOS (IMOS) March 2026 monthly revenues?

For March 2026, ChipMOS reported revenue of NT$2,501.6 million (US$78.1 million). This represents a 16.7% increase from February 2026 and a 23.1% year-over-year increase versus March 2025, showing solid month-over-month and annual momentum.

What is driving ChipMOS’s revenue growth in 2026?

ChipMOS cites a persistent AI-related demand/supply imbalance as a key driver, with strong demand for high-value memory solutions used in data center and AI applications. This AI-related strength is supporting both the company’s revenue growth and its longer-term business visibility.

How do ChipMOS’s 1Q26 revenues compare with 4Q25 and 1Q25?

First quarter 2026 revenue of NT$6,935.6 million (US$216.4 million) increased 6.4% compared with fourth quarter 2025 revenue of NT$6,521.1 million and 25.4% compared with first quarter 2025 revenue of NT$5,532.3 million, indicating strong year-over-year expansion.

In which markets does ChipMOS (IMOS) primarily operate?

ChipMOS operates as an outsourced semiconductor assembly and test services provider, serving leading fabless semiconductor companies, integrated device manufacturers and foundries. Its advanced facilities are located in Hsinchu Science Park, Hsinchu Industrial Park and Southern Taiwan Science Park in Taiwan.

What currency exchange rate did ChipMOS use for its 1Q26 figures?

ChipMOS converted its financial figures using an exchange rate of NT$32.05 to US$1.00 as of March 31, 2026. All U.S. dollar amounts mentioned, including quarterly and monthly revenues, are based on this stated exchange rate.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 04/10/2026 - 06:34 AM Learn about SEC filing dates

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.

						ChipMOS TECHNOLOGIES INC.
						(Registrant)
Date: April 10, 2026				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 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)
	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)
	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.