ChipMOS Posts Record Revenue Growth in Q2 2026 — ChipMOS TECHNOLOGIES INC.

Event summary

Q2 2026 revenue reached NT$7,383.1 million (US$231.8 million), up 28.7% YoY and 6.5% QoQ.
Gross margin expanded to 18%, compared to 13.8% in Q1 2026 and 6.6% in Q2 2025.
Net profit attributable to equity holders was NT$891.7 million (US$28.0 million), reversing a net loss of NT$533.1 million (US$16.7 million) in Q2 2025.
Cash and cash equivalents stood at NT$12,552.3 million (US$394.1 million).
Cash dividend distributed from capital surplus: NT$1.23 per common share and US$0.760 per ADS.

The big picture

ChipMOS's record Q2 2026 results highlight a significant turnaround from the previous year, driven by robust demand for outsourced semiconductor assembly and test services. The company's improved gross margin and net profit reflect operational efficiencies and strategic financial management. As the OSAT sector continues to evolve, ChipMOS's ability to sustain this momentum will be critical in maintaining its competitive edge.

What we're watching

Revenue Sustainability: Whether ChipMOS can maintain its record revenue growth amid potential macroeconomic headwinds.
Margin Expansion: The pace at which the company can sustain its gross margin expansion in a competitive OSAT market.
Cash Flow Management: How ChipMOS will utilize its strong cash position to drive future growth and shareholder value.