ChipMOS hits record $264M revenue in Q3 2026
AI-related demand outpaced available memory supply, while new capacity is being deployed to meet customer forecasts and long-term supply agreements.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Filing Summary
ChipMOS TECHNOLOGIES INC. reported unaudited consolidated third-quarter 2026 revenue of NT$8,400.8 million (US$263.8 million), a record high. Revenue increased 13.8% from the second quarter of 2026 and 36.7% from the third quarter of 2025. September 2026 revenue was NT$2,792.0 million (US$87.7 million), up 0.2% from August and 33.8% from September 2025.
The company attributed the quarter’s revenue growth to sustained AI-related demand outpacing available memory supply. It said it is investing in footprint expansion and deploying new capacity to meet existing customer forecasts and long-term supply agreements.
How this balance works
Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.
It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.
Rhea-AI Sentiment measures something else, the tone of the wording.
Positive
- Moderate pointThird-quarter revenue rose 36.7% year over year to NT$8,400.8 million.
- Minor pointSeptember revenue rose 33.8% year over year to NT$2,792.0 million.
Negative
- None.
Key Figures
Key Terms
OSAT technical
fabless semiconductor companies technical
integrated device manufacturers technical
FAQ
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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 October 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: October 8, 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 RECORD HIGH QUARTERLY REVENUE; 33.8% YoY INCREASE IN SEPTEMBER 2026 REVENUE; 36.7% YoY INCREASE IN 3Q26 REVENUE
Hsinchu, Taiwan, October 8, 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 September 2026 and for the third quarter ended September 30, 2026. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$31.85 to US$1.00 as of September 30, 2026.
The Company noted its third quarter 2026 revenue represents a record high, with revenue growth driven by sustained AI-related demand outpacing available memory supply. While the Company continues to invest in footprint expansion, new capacity is being deployed to meet existing customer forecasts and long-term supply agreements, as structural supply constraints persist and demand broadens across most of the Company’s memory and storage end markets.
Revenue for the third quarter of 2026 was NT$8,400.8 million or US$263.8 million, representing an increase of 13.8% from the second quarter of 2026, and an increase of 36.7% from the third quarter of 2025.
Revenue for the month of September 2026 was NT$2,792.0 million or US$87.7 million, representing an increase of 0.2% from August 2026, and an increase of 33.8% from September 2025.
Consolidated Monthly Revenues (Unaudited) |
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September 2026 |
August 2026 |
September 2025 |
MoM Change |
YoY Change |
Revenues (NT$ million) |
2,792.0 |
2,785.7 |
2,087.4 |
0.2% |
33.8% |
Revenues (US$ million) |
87.7 |
87.5 |
65.5 |
0.2% |
33.8% |
Consolidated Quarterly Revenues (Unaudited) |
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Third Quarter 2026 |
Second Quarter 2026 |
Third Quarter 2025 |
QoQ Change |
YoY Change |
Revenues (NT$ million) |
8,400.8 |
7,383.1 |
6,143.7 |
13.8% |
36.7% |
Revenues (US$ million) |
263.8 |
231.8 |
192.9 |
13.8% |
36.7% |
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.