ChipMOS (IMOS) revenue jumps in Q2 2026 on AI-driven demand surge

Rhea-AI Filing Summary

ChipMOS TECHNOLOGIES INC. reported unaudited consolidated revenue for June 2026 and the second quarter of 2026, reaching the record highest monthly and quarterly levels since 2014. Second quarter 2026 revenue was NT$7,383.1 million (US$231.8 million), up 6.5% from the first quarter of 2026 and 28.7% from the second quarter of 2025. June 2026 revenue was NT$2,538.4 million (US$79.7 million), 6.5% higher than May 2026 and 37.2% above June 2025. Management attributed the strength to a persistent AI-related demand/supply imbalance and ongoing investments in footprint expansion and capacity to serve existing customer forecasts and long-term supply agreements.

Positive

• Second quarter 2026 revenue reached NT$7,383.1 million (US$231.8 million), a 28.7% year-over-year increase and the highest quarterly level since 2014.
• June 2026 revenue of NT$2,538.4 million (US$79.7 million) grew 37.2% year over year, marking the highest monthly revenue since 2014.
• Management cites a persistent AI-related demand/supply imbalance and structurally tight capacity, suggesting strong demand for the company’s OSAT services.

Negative

• None.

Insights

Semiconductor sector analyst

Record revenue with strong AI-driven demand and broad-based growth.

ChipMOS posted record monthly and quarterly revenue since 2014, with second quarter 2026 sales of NT$7,383.1 million, up 28.7% year over year. June 2026 revenue of NT$2,538.4 million grew 37.2% year over year, indicating accelerating momentum.

The company links this growth to a persistent AI-related demand/supply imbalance and structurally tight capacity. It has been investing in footprint expansion, and new capacity is being used to meet existing customer forecasts and long-term supply agreements rather than speculative demand.

While only revenue is disclosed here, the combination of record levels and double-digit growth suggests robust end-market demand for outsourced semiconductor assembly and test services. Investors will need subsequent financial reports after June 30, 2026 to assess margins, utilization, and the durability of AI-driven demand.

Key Figures

June 2026 revenue: NT$2,538.4 million June 2026 YoY growth: 37.2% Q2 2026 revenue: NT$7,383.1 million +3 more

6 metrics

June 2026 revenue NT$2,538.4 million Consolidated unaudited monthly revenue for June 2026

June 2026 YoY growth 37.2% Year-over-year change in June 2026 revenue versus June 2025

Q2 2026 revenue NT$7,383.1 million Consolidated unaudited revenue for the second quarter of 2026

Q2 2026 YoY growth 28.7% Year-over-year change in second quarter 2026 revenue versus second quarter 2025

Exchange rate NT$31.85 to US$1.00 Rate used to convert revenue figures as of June 30, 2026

Q2 2026 revenue (US$) US$231.8 million Second quarter 2026 revenue converted at NT$31.85 to US$1.00

Key Terms

outsourced semiconductor assembly and test services, AI-related demand/supply imbalance, long-term supply agreements, forward-looking statements, +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

"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.

long-term supply agreements financial

"used to meet existing customer forecasts and long-term supply agreements"

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.

foreign private issuer regulatory

"REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16"

A foreign private issuer is a company organized outside the United States that meets tests showing it is primarily foreign-controlled and therefore qualifies for a different set of U.S. reporting rules. For investors, that means the company files less frequent or differently formatted disclosures with U.S. regulators and may follow home-country accounting and governance practices, so buying its stock is like dining at a well-reviewed restaurant that follows its home kitchen’s rules instead of the local menu — you get access but should check what standards apply.

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FAQ

What revenue did ChipMOS (IMOS) report for the second quarter of 2026?

ChipMOS reported second quarter 2026 revenue of NT$7,383.1 million, or US$231.8 million. This represents a 6.5% increase from the first quarter of 2026 and 28.7% growth versus the second quarter of 2025.

How did ChipMOS (IMOS) perform in June 2026 compared to last year?

ChipMOS generated June 2026 revenue of NT$2,538.4 million (US$79.7 million), a 37.2% year-over-year increase versus June 2025. Revenue also rose 6.5% compared with May 2026, reflecting strong monthly momentum.

Why does ChipMOS (IMOS) say its 2Q26 and June 2026 revenues are significant?

The company states that June 2026 and second quarter 2026 revenues are the record highest monthly and quarterly levels since 2014. This underscores unusually strong demand for its outsourced semiconductor assembly and test services.

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

ChipMOS attributes its revenue strength to a persistent AI-related demand/supply imbalance and structurally tight capacity. It notes that new footprint expansion and capacity are being used to satisfy existing customer forecasts and long-term supply agreements.

What exchange rate did ChipMOS (IMOS) use for its 2Q26 revenue figures?

ChipMOS converted its figures using an exchange rate of NT$31.85 to US$1.00 as of June 30, 2026. This rate underpins the reported U.S. dollar equivalents for its June 2026 and second quarter 2026 revenues.

Are the June 2026 and 2Q26 ChipMOS (IMOS) revenue figures audited?

The company describes its June 2026 and second quarter 2026 amounts as unaudited consolidated revenue. These figures provide an early view of sales performance ahead of more comprehensive financial reporting.

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 July 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: July 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 RECORD HIGHEST MONTHLY AND QUARTERLY REVENUE SINCE 2014; REPORTS 37.2% YoY INCREASE IN JUNE 2026 REVENUE; 28.7% YoY INCREASE IN 2Q26 REVENUE

Hsinchu, Taiwan, July 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 June 2026 and for the second quarter ended June 30, 2026. This represents the record highest monthly and quarter revenue since 2014. 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 June 30, 2026.

The Company noted it continues to benefit from ongoing revenue strength led by a persistent AI-related demand/supply imbalance. While the Company has been investing in footprint expansion, new capacity is being used to meet existing customer forecasts and long-term supply agreements as supply remains structurally tight and demand is accelerating.

Revenue for the second quarter of 2026 was NT$7,383.1 million or US$231.8 million, representing an increase of 6.5% from the first quarter of 2026, and an increase of 28.7% from the second quarter of 2025.

Revenue for the month of June 2026 was NT$2,538.4 million or US$79.7 million, representing an increase of 6.5% from May 2026, and an increase of 37.2% from June 2025.

Consolidated Monthly Revenues (Unaudited)
	June 2026	May 2026	June 2025	MoM Change	YoY Change
Revenues    (NT$ million)	2,538.4	2,384.3	1,849.7	6.5%	37.2%
Revenues    (US$ million)	79.7	74.9	58.1	6.5%	37.2%

Consolidated Quarterly Revenues (Unaudited)
	Second Quarter 2026	First Quarter 2026	Second Quarter 2025	QoQ Change	YoY Change
Revenues    (NT$ million)	7,383.1	6,935.6	5,735.8	6.5%	28.7%
Revenues    (US$ million)	231.8	217.8	180.1	6.5%	28.7%

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.