ChipMOS TECHNOLOGIES INC. Reports Strong Q1 Growth on AI-Driven Memory Demand
Revenue rises 25% year-on-year as data centre and AI applications boost high-value semiconductor demand.
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"), reported its unaudited consolidated revenue for March 2026 and for the first quarter ended March 31, 2026. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$32.05 to US$1.00 as of March 31, 2026.
The Company noted it is benefiting from a persistent AI-related demand/supply imbalance, with strong revenue growth driven by robust demand for high-value memory solutions, particularly in data centre and AI applications, which is also improving longer-term visibility.
Revenue for the first quarter of 2026 was NT$6,935.6 million or US$216.4 million, representing an increase of 6.4% from the fourth quarter of 2025, and an increase of 25.4% from the first quarter of 2025.
Revenue for March 2026 was NT$2,501.6 million or US$78.1 million, representing an increase of 16.7% from February 2026, and an increase of 23.1% from March 2025.
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Consolidated Monthly Revenues (Unaudited)
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March 2026
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February 2026
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March 2025
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MoM Change
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YoY Change
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Revenues
(NT$ million)
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2,501.6
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2,143.6
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2,031.6
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16.7 %
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23.1 %
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Revenues
(US$ million)
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78.1
|
66.9
|
63.4
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16.7 %
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23.1 %
|
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Consolidated Quarterly Revenues (Unaudited)
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| |
First Quarter
2026
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Fourth Quarter
2025
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First Quarter
2025
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QoQ Change
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YoY Change
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Revenues
(NT$ million)
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6,935.6
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6,521.1
|
5,532.3
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6.4 %
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25.4 %
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Revenues
(US$ million)
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216.4
|
203.5
|
172.6
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6.4 %
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25.4 %
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