0001193125-26-300158
SEC filingChipMOS reported record highest monthly and quarterly revenue since 2014, with June 2026 revenue increasing 37.2% YoY and Q2 2026 revenue up 28.7% YoY.
ChipMOS reported record quarterly revenue of NT$7,383.1 million (US$231.8 million) for Q2 2026, the highest since 2014, reflecting a 28.7% year-over-year increase from NT$5,735.8 million (US$180.1 million) in Q2 2025. Sequentially, revenue grew 6.5% from Q1 2026's NT$6,935.6 million (US$217.8 million). The company also achieved record monthly revenue in June 2026 of NT$2,538.4 million (US$79.7 million), up 37.2% year-over-year and 6.5% from May 2026. Management attributed the strong performance to an ongoing AI-related demand/supply imbalance, which continues to drive revenue strength. The company is actively investing in footprint expansion, with new capacity being utilized to fulfill existing customer forecasts and long-term supply agreements. Management noted that supply remains structurally tight while demand is accelerating, positioning ChipMOS for sustained growth. The press release highlighted that all revenue figures are unaudited and based on an exchange rate of NT$31.85 to US$1.00 as of June 30, 2026. No forward guidance was provided beyond the commentary on current demand trends.