The strong revenue growth, particularly in AI-related memory solutions, suggests ChipMOS is well-positioned in the growing AI semiconductor market. Traders should monitor future earnings for continued growth trends and potential margin improvements.
Price Chart
Executive Summary
ChipMOS TECHNOLOGIES INC. reported a 23.1% year-over-year increase in March 2026 revenue and a 25.4% year-over-year increase in first-quarter 2026 revenue, driven by strong demand for high-value memory solutions in data center and AI applications.
Key Facts
- March 2026 revenue: $78.1 million, up 23.1% YoY
- Q1 2026 revenue: $216.4 million, up 25.4% YoY
- Revenue growth driven by strong demand for high-value memory solutions in data center and AI applications
- Company benefits from persistent AI-related demand/supply imbalance
Financial Impact
Q1 2026 revenue increased by 25.4% YoY to $216.4 million, March 2026 revenue increased by 23.1% YoY to $78.1 million
Risk Factors
- Forward-looking statements about future performance
- Dependence on AI-related demand which could fluctuate
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-150283 |
| Document: 0001193125-26-150283-index-headers.html | 0001193125-26-150283 |
| Document: 0001193125-26-150283-index.html | 0001193125-26-150283 |
| Document: 0001193125-26-150283.txt | 0001193125-26-150283 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | 6-K | $62.34 | awaiting T+60 | awaiting T+60 | $60.44 (−3.05%) |
Oct 8, 2026 19d ago | 6-K | $75.50 | awaiting T+60 | awaiting T+60 | $60.44 (−19.95%) |
Sep 29, 2026 28d ago | 6-K | $67.76 | awaiting T+60 | awaiting T+60 | $60.44 (−10.80%) |
Sep 10, 2026 6w ago | 6-K | $55.99 | awaiting T+60 | awaiting T+60 | $60.44 (+7.95%) |
Sep 10, 2026 6w ago | 6-K | $55.99 | awaiting T+60 | awaiting T+60 | $60.44 (+7.95%) |
Aug 11, 2026 11w ago | 6-K | $59.28 | awaiting T+60 | awaiting T+60 | $60.44 (+1.96%) |
Aug 11, 2026 11w ago | 6-K | $59.28 | awaiting T+60 | awaiting T+60 | $60.44 (+1.96%) |
Aug 10, 2026 11w ago | 6-K | $53.05 | awaiting T+60 | awaiting T+60 | $60.44 (+13.93%) |
Jul 20, 2026 14w ago | 6-K | $63.08 $72.24 | ▲ +14.52% | ▲ +9.68% | $60.44 (−4.19%) |
Jul 10, 2026 15w ago | 6-K | $75.79 $77.41 | ▲ +2.14% | ▼ −0.50% | $60.44 (−20.25%) |
US Market Status
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