ChipMOS (IMOS) revenue jumps 43.6% YoY to record July 2026 level

Rhea-AI Filing Summary

ChipMOS TECHNOLOGIES INC., a Taiwan-based outsourced semiconductor assembly and test services provider, reported record monthly revenue since 2014 for July 2026. Unaudited consolidated revenue was NT$2,823.0 million (US$87.5 million at NT$32.27/US$1.00), an 11.2% increase month-over-month from June 2026 and a 43.6% increase year-over-year from July 2025.

The company stated that revenue strength is being driven by a persistent AI-related demand/supply imbalance. ChipMOS is working closely with customers on near- and long-term needs and is maintaining a disciplined approach to footprint expansion, using new capacity to meet customer demand.

Positive

• July 2026 revenue reached NT$2,823.0 million (US$87.5 million), the highest monthly level since 2014, indicating strong business momentum.
• Revenue grew 11.2% month-over-month and 43.6% year-over-year, reflecting significant demand strength, particularly from AI-related applications.
• Management cites a persistent AI-related demand/supply imbalance and disciplined capacity expansion, suggesting continued support for near- and long-term revenue opportunities.

Negative

• None.

Key Figures

July 2026 Revenue: NT$2,823.0 million July 2026 Revenue (USD): US$87.5 million Month-over-Month Revenue Change: 11.2% +4 more

7 metrics

July 2026 Revenue NT$2,823.0 million Unaudited consolidated revenue for July 2026

July 2026 Revenue (USD) US$87.5 million Converted at NT$32.27 to US$1.00 as of July 31, 2026

Month-over-Month Revenue Change 11.2% Increase from June 2026 to July 2026

Year-over-Year Revenue Change 43.6% Increase from July 2025 to July 2026

June 2026 Revenue NT$2,538.4 million Consolidated revenue for June 2026

July 2025 Revenue NT$1,965.9 million Consolidated revenue for July 2025

Exchange Rate NT$32.27 to US$1.00 Rate used for July 31, 2026 USD conversions

Key Terms

outsourced semiconductor assembly and test services, AI-related demand/supply imbalance, forward-looking statements, fabless semiconductor companies, +1 more

5 terms

outsourced semiconductor assembly and test services technical

"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.

AI-related demand/supply imbalance technical

"continues to benefit from ongoing revenue strength led by a persistent AI-related demand/supply imbalance"

A mismatch between how much businesses and consumers want artificial intelligence products, services, talent, data, or computing power and how much the market can supply at a given price and time. Think of it like a sudden rush for a popular toy: if demand outstrips supply prices, wait times, or profit margins can change; if supply exceeds demand, sellers may cut prices or slow investment. For investors, this dynamic can influence company revenues, costs, capital spending, and the pace of industry consolidation.

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.

fabless semiconductor companies technical

"The Company provides end-to-end assembly and test services to leading fabless semiconductor companies"

Companies that design and develop semiconductor chips but do not own or operate the factories that manufacture them; instead they outsource production to specialized contract foundries. This model is like a fashion designer who creates patterns and hires a factory to make the clothes, and it matters to investors because it changes a company's capital needs, cost structure, production flexibility, and exposure to supply-chain or foundry capacity risks that can affect margins and growth.

integrated device manufacturers technical

"end-to-end assembly and test services to leading fabless semiconductor companies, integrated device manufacturers"

Integrated device manufacturers are companies that design and produce their own hardware products from start to finish, combining product design, component fabrication and final assembly under one roof. Like a bakery that mills its own flour, bakes the bread and sells it in-store, these firms have more control over costs, quality and supply chains, which can lead to steadier margins and lower dependence on outside suppliers—factors investors watch when assessing stability and capital needs.

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

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FAQ

How much revenue did ChipMOS (IMOS) generate in July 2026?

ChipMOS generated NT$2,823.0 million in unaudited consolidated revenue in July 2026, equivalent to US$87.5 million using an exchange rate of NT$32.27 to US$1.00.

What was the year-over-year revenue growth for ChipMOS (IMOS) in July 2026?

Year-over-year, ChipMOS’s July 2026 revenue increased by 43.6% compared with July 2025, rising from NT$1,965.9 million to NT$2,823.0 million, driven largely by AI-related demand.

How did ChipMOS (IMOS) July 2026 revenue compare to June 2026?

ChipMOS’s July 2026 revenue grew 11.2% month-over-month, increasing from NT$2,538.4 million in June 2026 to NT$2,823.0 million, reflecting strengthening business momentum.

Why is ChipMOS’s (IMOS) July 2026 revenue significant?

July 2026 revenue was ChipMOS’s highest monthly level since 2014, highlighting strong operating performance amid robust AI-related demand and a favorable demand/supply imbalance.

What factors are driving ChipMOS (IMOS) revenue growth in July 2026?

Management attributes revenue growth to a persistent AI-related demand/supply imbalance. The company is coordinating closely with customers and expanding capacity in a disciplined way to meet demand.

What exchange rate did ChipMOS (IMOS) use for July 2026 U.S. dollar figures?

ChipMOS used an exchange rate of NT$32.27 to US$1.00 as of July 31, 2026 to translate its July 2026 revenue into U.S. dollar figures.

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 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: August 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 43.6% YoY INCREASE IN JULY 2026 REVENUE; NEW RECORD HIIGH MONTHLY REVENUE LEVEL SINCE 2014

Hsinchu, Taiwan, August 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 July 2026. This represents the record highest monthly revenue since 2014. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$32.27 to US$1.00 as of July 31, 2026.

Revenue for the month of July 2026 was NT$2,823.0 million or US$87.5 million, representing an increase of 11.2% from June 2026, and an increase of 43.6% from July 2025. The Company noted it continues to benefit from ongoing revenue strength led by a persistent AI-related demand/supply imbalance. The Company is working closely with customers to support their near- and long-term needs, and remains disciplined in investing in footprint expansion, with new capacity being used to meet customers’ demands.

Consolidated Monthly Revenues (Unaudited)
	July 2026	June 2026	July 2025	MoM Change	YoY Change
Revenues    (NT$ million)	2,823.0	2,538.4	1,965.9	11.2%	43.6%
Revenues    (US$ million)	87.5	78.7	60.9	11.2%	43.6%

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.