Strong Q4 growth at ChipMOS (NASDAQ: IMOS) as revenue rises 20.8%
Rhea-AI Filing Summary
ChipMOS TECHNOLOGIES INC. reported strong top-line growth for December 2025 and the fourth quarter of 2025. Fourth quarter revenue reached NT$6,521.1 million (US$207.9 million), up 6.1% from the third quarter of 2025 and 20.8% from the fourth quarter of 2024. This reflects robust demand for memory products used in computing and datacenters, along with a favorable product mix.
December 2025 revenue was NT$2,203.3 million (US$70.2 million), an increase of 2.9% over November 2025 and 23.8% higher than December 2024. The company highlights that it is benefitting from an improved semiconductor industry cycle, leveraging its outsourced assembly and test capabilities across its facilities in Taiwan.
Positive
- Q4 2025 revenue growth: Revenue reached NT$6,521.1 million (US$207.9 million), a 20.8% year-over-year increase and 6.1% sequential rise, reflecting stronger demand and favorable mix.
Negative
- None.
Insights
ChipMOS posted >20% year-over-year revenue growth in Q4 2025, driven by memory demand and better product mix.
ChipMOS delivered fourth quarter 2025 revenue of
Monthly data show momentum continuing into year-end, with December 2025 revenue of
The filing also notes macro and regulatory risks in its standard forward-looking statements, including inflation, foreign exchange, recession risk, and trade policy changes. Overall, the disclosed figures indicate a materially positive revenue trend, though future performance will still depend on broader semiconductor demand and any changes in trade or macro conditions discussed in the company’s Form 20-F and other SEC reports.
FAQ
How much revenue did ChipMOS (IMOS) generate in Q4 2025?
ChipMOS reported fourth quarter 2025 revenue of NT$6,521.1 million, which equals US$207.9 million based on an exchange rate of NT$31.37 to US$1.00.
What was ChipMOS (IMOS) year-over-year revenue growth in Q4 2025?
Fourth quarter 2025 revenue increased by 20.8% year over year, rising from NT$5,399.6 million in the fourth quarter of 2024 to NT$6,521.1 million in 2025.
How did ChipMOS (IMOS) December 2025 revenue compare to the prior year?
December 2025 revenue was NT$2,203.3 million (US$70.2 million), up 23.8% from December 2024, when revenue was NT$1,780.1 million.
What sequential revenue trends did ChipMOS (IMOS) report for Q4 2025?
Quarterly revenue grew 6.1% from the third quarter 2025 level of NT$6,143.7 million to NT$6,521.1 million in the fourth quarter of 2025.
What is driving ChipMOS (IMOS) revenue growth according to the company?
The company cites a fundamentally improved semiconductor cycle, with strong demand for memory products used in computing and datacenters, along with a favorable product mix.
In which markets does ChipMOS (IMOS) primarily operate its facilities?
ChipMOS operates advanced facilities in Hsinchu Science Park, Hsinchu Industrial Park, and Southern Taiwan Science Park in Taiwan, serving customers worldwide.
