The dramatic YoY acceleration in both revenue and profitability metrics suggests a strong cyclical recovery in memory and logic/mixed-signal demand. Watch for upcoming Q3 2026 quarterly results to confirm the sustainability of this trend and whether the company's next 20-F for forward guidance.
Price Chart
Executive Summary
ChipMOS filed a 6-K triggered by TWSE trading volume thresholds, disclosing strong August 2026 monthly results and Q2 2026 quarterly results. August revenue surged 33.3% YoY to NT$2,786 million, with net profit up 117.6% YoY and EPS up 121.4% YoY. Q2 2026 revenue grew 28.7% YoY, and net profit soared 267.4% YoY, a sharp reversal from the 62% net profit decline reported in the 2025 annual report (20-F). The filing signals a significant operational turnaround, though it is a regulatory disclosure, not a formal earnings release.
Key Facts
- August 2026 revenue: NT$2,786 million, +33.3% YoY
- August 2026 net profit before tax: NT$530 million, +114.6% YoY
- August 2026 EPS: NT$0.62, +121.4% YoY
- Q2 2026 revenue: NT$7,383 million, +28.7% YoY
- Q2 2026 net profit before tax: NT$1,027 million, +255.4% YoY
- Q2 2026 EPS: NT$1.28, +270.7% YoY
- Trailing 12-month (2025Q3-2026Q2) revenue: NT$26,983 million; net profit: NT$2,248 million; EPS: NT$3.21
- Filing triggered by TWSE trading information disclosure threshold
Financial Impact
August monthly revenue up 33.3% YoY; Q2 revenue up 28.7% YoY; Q2 net profit up 267.4% YoY — a sharp recovery from prior year's 62% net profit decline
Risk Factors
- Results are unaudited monthly data and reviewed quarterly data — subject to revision
- The 62% net profit decline in FY2025 (per prior 20-F) raises questions about earnings quality and sustainability of the current rebound
- TWSE threshold trigger may indicate elevated volatility or unusual trading activity
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-405910 |
| Document: 0001193125-26-405910-index-headers.html | 0001193125-26-405910 |
| Document: 0001193125-26-405910-index.html | 0001193125-26-405910 |
| Document: 0001193125-26-405910.txt | 0001193125-26-405910 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | 6-K | $62.34 | awaiting T+60 | — | $57.51 (−7.75%) |
Oct 8, 2026 18d ago | 6-K | $75.50 | awaiting T+60 | — | $57.51 (−23.83%) |
Sep 29, 2026 27d 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 10w ago | 6-K | $59.28 | awaiting T+60 | — | $57.51 (−2.99%) |
Aug 11, 2026 10w 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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