ChipMOS Hits Highest Revenue Since 2014 as AI Demand Lifts June Sales 37.2%
IMOS has more than doubled off its 52-week low of $15.06.
Summary
Driven by AI-related demand, ChipMOS reported record June and Q2 2026 revenue. June revenue jumped 37.2% YoY to US$79.7 million, and Q2 revenue rose 28.7% YoY to US$231.8 million—both the highest since 2014.
Key Events · Earnings and Guidance · IMOS
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Record Monthly Revenue
June 2026 revenue reached NT$2,538.4 million (US$79.7 million), a 37.2% YoY increase and the highest monthly figure since 2014.
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Record Quarterly Revenue
Q2 2026 revenue was NT$7,383.1 million (US$231.8 million), up 28.7% YoY and 6.5% QoQ, also the highest since 2014.
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AI Demand Driving Growth
Management cited a persistent AI-related demand/supply imbalance, with new capacity being used to meet existing customer forecasts and long-term supply agreements.
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Capacity Expansion Underway
The company is investing in footprint expansion, but supply remains structurally tight as demand accelerates.
Analysis · IMOS · Manufacturing
ChipMOS delivered its highest monthly and quarterly revenue since 2014, with June revenue surging 37.2% year-over-year to NT$2.54 billion (US$79.7 million) and Q2 revenue up 28.7% to NT$7.38 billion (US$231.8 million). The strength stems from a persistent AI-related demand/supply imbalance, as new capacity is absorbed by existing customer forecasts and long-term agreements. This report materially raises the growth trajectory and confirms that AI tailwinds are translating into record financial performance, justifying the stock's proximity to its 52-week high.
How filings like this one have moved
In the 30 days to Aug 25, 2026, 37.4% of the 3413 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was 0.00%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, IMOS was trading at $74.37 on NASDAQ in the Manufacturing sector, with a market capitalization of approximately $2.6B. The 52-week trading range was $15.06 to $76.36. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.