6-K ·Filed Aug 10, 2026
Notable filing: 6-K
Actionable Insight ▲ Bullish
The record revenue and AI-driven demand signal strong operational momentum; monitor upcoming quarterly results for sustained growth and margin trends.
Latest settled — T+20d
IMOS ▲ +7.56% at T+20d
LONG call ✓ call won +7.56% · α vs SPY +8.47% · entry $53.05 → $57.06
Latest observation: T+53 +57.58% FF3 residual α
T+1d
+11.74%
call +11.74% · α +12.06%
$59.28
settled 3mo ago
T+5d
+7.91%
call +7.91% · α +7.95%
$57.25
settled 2mo ago
T+20d
+7.56%
call +7.56% · α +8.47%
$57.06
settled 7w ago
T+60d
Pending
in 6d
Price Chart
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Executive Summary
ChipMOS reported July 2026 revenue of NT$2,823.0 million (US$87.5 million), a 43.6% year-over-year increase and the highest monthly revenue since 2014, driven by persistent AI-related demand/supply imbalance. The company is expanding capacity to meet customer needs, signaling strong near-term momentum.
Key Facts
- July 2026 revenue was NT$2,823.0 million (US$87.5 million), up 43.6% YoY and 11.2% MoM.
- Record highest monthly revenue since 2014.
- Revenue strength attributed to persistent AI-related demand/supply imbalance.
- Company is investing in footprint expansion with new capacity meeting customer demands.
Financial Impact
Revenue increased 43.6% YoY to US$87.5 million in July 2026.
revenue
Risk Factors
- Potential tariff or trade policy changes affecting semiconductor operations.
- Foreign exchange rate fluctuations (NT$ to US$) could impact reported results.
Market Snapshot
Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
82% bullish (11 analysts)
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-341078 |
| Document: 0001193125-26-341078-index-headers.html | 0001193125-26-341078 |
| Document: 0001193125-26-341078-index.html | 0001193125-26-341078 |
| Document: 0001193125-26-341078.txt | 0001193125-26-341078 |
19 reports for IMOS
75% Hit rate @ T+60 Went positive at some point 5 of 8 best @ T+60▲ +60.96%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | 6-K | $62.34 | awaiting T+60 | — | $60.44 (−3.05%) |
Oct 8, 2026 19d ago | 6-K | $75.50 | awaiting T+60 | — | $60.44 (−19.95%) |
Sep 29, 2026 28d ago | 6-K | $67.76 | awaiting T+60 | — | $60.44 (−10.80%) |
Sep 10, 2026 6w ago | 6-K | $55.99 | awaiting T+60 | — | $60.44 (+7.95%) |
Sep 10, 2026 6w ago | 6-K | $55.99 | awaiting T+60 | — | $60.44 (+7.95%) |
Aug 11, 2026 11w ago | 6-K | $59.28 | awaiting T+60 | — | $60.44 (+1.96%) |
Aug 11, 2026 11w ago | 6-K | $59.28 | awaiting T+60 | — | $60.44 (+1.96%) |
Aug 10, 2026 11w ago | 6-K | $53.05 | 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%) |
Showing 10 of 19
US Market Status
Market Closed — Opens Thu (11h 34m)
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