Recent Updates — IMOS

ChipMOS Technologies acquired machinery equipment and related accessories totaling NT$1,237,950 thousand (approximately $38 million) from K-SHINE ELECTRONIC CORPORATION for manufacturing purposes. The company also disposed of similar assets for NT$58,557 thousand, projecting a gain of NT$37,904 thousand. Both transactions were approved by the President on October 21, 2026, and involve non-related parties based on negotiated market values. ChipMOS Technologies is a semiconductor company specializing in advanced packaging and testing services.

ChipMOS TECHNOLOGIES INC. reported unaudited consolidated revenue for the third quarter ended September 30, 2026, reaching NT$8,400.8 million (US$263.8 million). This represents a 13.8% increase from the second quarter of 2026 and a significant 36.7% year-over-year increase from the third quarter of 2025. The company noted that Q3 revenue marks a record high, driven by sustained demand related to artificial intelligence applications which outpaced available memory supply. For the month of September 2026 alone, revenue was NT$2,792.0 million (US$87.7 million), reflecting a 33.8% year-over-year increase and a modest 0.2% month-over-month rise from August 2026. ChipMOS TECHNOLOGIES INC. is an industry-leading provider of outsourced semiconductor assembly and test services.

ChipMOS Technologies reported unaudited consolidated revenue of NT$2,785.7 million (US$88.0 million) for August 2026, representing a 33.3% year-over-year increase from US$66.0 million in August 2025, despite a slight month-over-month decline of 1.3% from July's US$89.1 million. The company attributed the growth to strong memory demand driven by persistent AI-related supply imbalances and stated it is expanding capacity aligned with committed customer demand. ChipMOS Technologies Inc. operates in the semiconductor industry as an outsourced assembly and test services provider.

ChipMOS TECHNOLOGIES INC. reported second quarter 2026 financial results, achieving record high quarterly revenue since 2014 of NT$7,383.1 million (US$231.8 million), a 28.7% increase year-over-year and a 6.5% increase from the first quarter. Gross margin expanded to 18%, up from 6.6% in the prior year period. Net earnings were NT$891.7 million (US$28.0 million), or US$0.80 per basic ADS, compared to a net loss of US$0.47 per basic ADS in the second quarter of 2025. The company distributed a cash dividend from capital surplus of NT$1.23 per common share (US$0.760 per ADS) on July 17 and July 24, 2026, respectively. ChipMOS operates as an outsourced semiconductor assembly and test services provider.