IMOS CHIPMOS TECHNOLOGIES INC
Price Chart
Executive Summary
ChipMOS reported April 2026 revenue of NT$2,460.5 million (US$77.8 million), up 32.2% YoY but down 1.6% MoM. The strong YoY growth is driven by persistent AI-related demand, though the sequential decline suggests some monthly volatility. The filing reinforces the positive revenue trajectory seen in the 2025 annual report, but profitability remains a concern given the 62% net profit decline reported for FY2025.
Actionable Insight
The 32.2% YoY revenue growth confirms strong AI-driven demand momentum, but the 1.6% MoM dip and the FY2025 62% net profit decline warrant caution. Monitor upcoming quarterly earnings for margin recovery and whether the revenue growth translates to improved profitability. The cross-filing with the 20-F annual report (mixed sentiment) tempers the bullish read — the top-line strength is real but profitability headwinds persist.
Key Facts
- April 2026 revenue of NT$2,460.5 million (US$77.8 million), up 32.2% YoY from April 2025
- Revenue decreased 1.6% MoM from March 2026's NT$2,501.6 million (US$79.1 million)
- Company cites persistent AI-related demand/supply imbalance driving revenue strength with visibility extending through 2026
- This follows FY2025 annual results showing 5% revenue growth but 62% net profit decline to $18 million
Financial Impact
April 2026 revenue of US$77.8 million represents a 32.2% YoY increase, adding approximately US$18.9 million versus April 2025
Risk Factors
- Monthly revenue data is unaudited and can be volatile — the 1.6% MoM decline may signal a near-term plateau
- FY2025 net profit declined 62% to $18 million, indicating margin pressure from higher material costs and FX losses
- Revenue growth is concentrated in AI-related demand, which could be cyclical or subject to supply chain shifts
Market Snapshot
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-213176 |
| Document: 0001193125-26-213176-index-headers.html | 0001193125-26-213176 |
| Document: 0001193125-26-213176-index.html | 0001193125-26-213176 |
| Document: 0001193125-26-213176.txt | 0001193125-26-213176 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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May 27, 2026
13d ago
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6-K
| $56.72 $62.75 | ▲ +10.63% | ▲ +10.16% | $58.58 (+3.28%) |
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May 26, 2026
14d ago
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6-K
| $55.23 $64.61 | ▲ +16.98% | ▲ +15.77% | $58.58 (+6.07%) |
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May 8, 2026
4w ago
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6-K
| $60.27 $53.61 | ▼ −11.05% | ▼ −12.51% | $58.58 (−2.80%) |
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Apr 23, 2026
6w ago
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6-K
| $45.77 $42.52 | ▼ −7.10% | ▼ −8.58% | $58.58 (+27.99%) |
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Apr 22, 2026
6w ago
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6-K
| $50.74 $42.41 | ▼ −16.42% | ▼ −16.47% | $58.58 (+15.45%) |
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Apr 14, 2026
8w ago
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6-K
| $41.05 $45.92 | ▲ +11.86% | ▲ +10.47% | $58.58 (+42.70%) |
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Apr 14, 2026
8w ago
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20-F
| $41.05 $45.92 | ▲ +11.86% | ▲ +10.47% | $58.58 (+42.70%) |
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Apr 10, 2026
8w ago
|
6-K
| $40.91 $47.09 | ▲ +15.11% | ▲ +10.60% | $58.58 (+43.19%) |
US Market Status
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