The sustained acceleration in revenue growth (from +28.7% YoY in Q2 to +37.2% YoY in June) indicates demand momentum is strengthening, not plateauing. Monitor the next 20-F for gross margin and EPS data to confirm profitability trends, and watch for any capacity investment announcements or supply agreement expansions that would signal visibility beyond the current quarter.
Price Chart
Executive Summary
ChipMOS reported record highest monthly and quarterly revenue since 2014, with Q2 2026 revenue up 28.7% YoY to US$231.8 million and June 2026 revenue up 37.2% YoY to US$79.7 million, driven by persistent AI-related demand/supply imbalance and new capacity being absorbed by customer forecasts and long-term supply agreements.
Key Facts
- Q2 2026 revenue: NT$7,383.1 million / US$231.8 million, +28.7% YoY and +6.5% QoQ
- June 2026 revenue: NT$2,538.4 million / US$79.7 million, +37.2% YoY and +6.5% MoM
- Record highest monthly and quarterly revenue since 2014
- AI-related demand/supply imbalance cited as key driver of revenue strength
Financial Impact
Q2 2026 revenue of US$231.8 million represents a 28.7% YoY increase; June 2026 revenue of US$79.7 million represents a 37.2% YoY increase.
Risk Factors
- The prior 20-F (87d ago) showed net profit declined 62% to $18 million despite 5% revenue growth, driven by FX losses and lower investment income — strong revenue growth may not translate to proportional earnings leverage
- Foreign exchange rate exposure (NT$31.85 per US$1.00 used for conversion) could impact reported results
- AI demand cycle dependency: if supply/demand imbalance normalizes, revenue growth could decelerate rapidly
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-300158 |
| Document: 0001193125-26-300158-index-headers.html | 0001193125-26-300158 |
| Document: 0001193125-26-300158-index.html | 0001193125-26-300158 |
| Document: 0001193125-26-300158.txt | 0001193125-26-300158 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 6d ago | 6-K | $62.34 | awaiting T+60 | — | $57.51 (−7.75%) |
Oct 8, 2026 19d ago | 6-K | $75.50 | awaiting T+60 | — | $57.51 (−23.83%) |
Sep 29, 2026 28d ago | 6-K | $67.76 | awaiting T+60 | — | $57.51 (−15.13%) |
Sep 10, 2026 6w ago | 6-K | $55.99 | awaiting T+60 | — | $57.51 (+2.71%) |
Sep 10, 2026 6w ago | 6-K | $55.99 | awaiting T+60 | — | $57.51 (+2.71%) |
Aug 11, 2026 11w ago | 6-K | $59.28 | awaiting T+60 | — | $57.51 (−2.99%) |
Aug 11, 2026 11w ago | 6-K | $59.28 | awaiting T+60 | — | $57.51 (−2.99%) |
Aug 10, 2026 11w ago | 6-K | $53.05 | awaiting T+60 | — | $57.51 (+8.41%) |
Jul 20, 2026 14w ago | 6-K | $63.08 $72.24 | ▲ +14.52% | ▲ +9.68% | $57.51 (−8.83%) |
Jul 10, 2026 15w ago | 6-K | $75.79 $77.41 | ▲ +2.14% | ▼ −0.50% | $57.51 (−24.11%) |
US Market Status
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