ChipMOS Technologies Inc. reported unaudited consolidated revenue of $231.8 million for the second quarter ended June 30, 2026, marking a 28.7% increase from the same period in 2025. This represents the highest quarterly revenue for the company since 2014. The growth was primarily driven by a persistent AI-related demand and supply imbalance, which continues to benefit the outsourced semiconductor assembly and test services provider.

The company noted that while it is investing in footprint expansion, new capacity is being utilized to meet existing customer forecasts and long-term supply agreements. Supply remains structurally tight, and demand is accelerating, particularly in AI-related segments. All U.S. dollar figures are based on an exchange rate of NT$31.85 to US$1.00 as of June 30, 2026.

Revenue for the second quarter of 2026 was NT$7,383.1 million, reflecting a 6.5% increase from the first quarter of 2026. The company also achieved record monthly revenue for June 2026, which stood at NT$2,538.4 million or $79.7 million. This represents a 6.5% increase from May 2026 and a 37.2% surge from June 2025.

Financial Performance Summary

The strong performance underscores ChipMOS's ability to capitalize on the robust demand for semiconductor services, particularly in AI applications. The company's strategic investments in capacity expansion are aligned with long-term supply agreements, positioning it to sustain growth amid tightening supply conditions.

ChipMOS Technologies Inc. reported unaudited consolidated revenue of NT$2,384.3 million for May 2026, reflecting a 17.7% increase from the same period last year, driven by persistent AI-related demand. The revenue figure represents a decrease of 3.1% from April 2026. The company noted that ongoing revenue strength is supported by a demand and supply imbalance in the AI sector, with new capacity being utilized to meet existing customer forecasts and long-term supply agreements.

Consolidated Monthly Revenues

The company's financial performance for the month shows variations in both New Taiwan Dollars and US Dollars, based on an exchange rate of NT$31.37 to US$1.00 as of May 29, 2026.

Operational Context

ChipMOS continues to invest in footprint expansion to address market needs. The company stated that the new capacity is currently being used to fulfill existing customer forecasts and long-term supply agreements. This strategic allocation of resources aims to maintain service levels amidst the industry-wide demand surge linked to AI technologies.