The 33.3% YoY revenue growth confirms strong AI-driven demand tailwinds, but the 1.3% MoM decline and the prior annual report's 62% profit drop suggest margin pressure. Monitor the next quarterly filing for profitability trends and any guidance update.
Price Chart
Executive Summary
ChipMOS reported August 2026 revenue of NT$2,785.7 million (US$88.0 million), a 33.3% YoY increase driven by strong AI-related memory demand, though down 1.3% MoM. The filing is a routine monthly revenue update with no additional financial data or guidance. The strong YoY growth is notable but the monthly sequential decline tempers the read-through, and the prior 20-F showed a 62% net profit decline despite revenue growth, creating a mixed fundamental picture.
Key Facts
- August 2026 revenue was NT$2,785.7 million (US$88.0 million), up 33.3% YoY from NT$2,090.3 million (US$66.0 million) in August 2025.
- Revenue decreased 1.3% MoM from NT$2,823.0 million (US$89.1 million) in July 2026.
- The company cited strong memory demand driven by a persistent AI-related demand/supply imbalance.
- The prior 20-F annual report showed a 62% net profit decline to $18 million for 2025 despite 5% revenue growth.
- This is a monthly revenue press release with no earnings, guidance, or balance sheet data.
Financial Impact
August 2026 revenue of US$88.0 million, up 33.3% YoY but down 1.3% MoM
Risk Factors
- Monthly sequential decline of 1.3% could signal demand softening after a strong run
- Prior 20-F showed 62% net profit decline despite revenue growth, indicating margin compression
- No guidance or profitability data in this filing limits actionable read-through
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-387114 |
| Document: 0001193125-26-387114-index-headers.html | 0001193125-26-387114 |
| Document: 0001193125-26-387114-index.html | 0001193125-26-387114 |
| Document: 0001193125-26-387114.txt | 0001193125-26-387114 |
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
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers