ChipMOS Posts Record Monthly and Quarterly Revenue Since 2014, Driven by Strong AI Demand
ChipMOS Technologies Inc. (Taiwan Stock Exchange: 8150; Nasdaq: IMOS), a leading provider of outsourced semiconductor assembly and test (OSAT) services, has reported unaudited consolidated revenue for June 2026 and for the second quarter ended June 30, 2026, marking its highest monthly and quarterly revenue since 2014. All U.S. dollar figures in the release are based on an exchange rate of NT$31.85 to US$1.00 as of June 30, 2026.
The company said it continues to benefit from sustained revenue strength driven by a persistent imbalance between AI-related supply and demand. While ChipMOS has been investing in expanding its footprint, the company noted that new capacity is being absorbed by existing customer forecasts and long-term supply agreements, as supply remains structurally tight and demand continues to accelerate.
Revenue for the second quarter of 2026 came in at NT$7,383.1 million, or US$231.8 million, up 6.5% from the first quarter of 2026 and up 28.7% from the second quarter of 2025.
Revenue for June 2026 alone was NT$2,538.4 million, or US$79.7 million, representing a 6.5% increase from May 2026...