ChipMOS Q2 Revenue Hits Record Since 2014, Swings to Profit on AI Demand
IMOS has more than doubled off its 52-week low of $15.06.
Summary
ChipMOS delivered a standout Q2, with revenue surging 28.7% YoY to NT$7.38 billion — the highest quarterly top line since 2014. Gross margin nearly tripled from a year ago to 18%, driving a swing from a net loss of NT$0.75 per share to a profit of NT$1.28. The results confirm the AI-driven OSAT demand signaled in recent monthly revenue releases, with July already showing further acceleration. The balance sheet remains strong with NT$12.55 billion in cash, and a capital surplus dividend was paid in July. The semiannual call later today may provide color on sustainability of these margins and the demand pipeline.
Updates
· SEC 6-K — The 6-K includes the full press release and conference call presentation, with Q2 revenue NT$7,383.1M, gross margin 18%, net profit NT$891.7M, EPS NT$1.28, and cash NT$12,552.3M.
At the time of this announcement, IMOS was trading at $53.05 on NASDAQ in the Technology sector, with a market capitalization of approximately $1.9B. The 52-week trading range was $15.06 to $78.35. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: Dow Jones Newswires.