ChipMOS revenue rises 17.7% YoY in May 2026, led by AI demand
ChipMOS Technologies Inc. reported unaudited consolidated revenue of NT$2,384.3 million for May 2026, a 17.7% increase from May 2025, driven by AI demand. However, revenue decreased 3.1% from April 2026. The company attributes the growth to a supply imbalance in the AI sector and is utilizing new capacity to meet customer forecasts.
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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$1.00 as of May 29, 2026.
| Period | Revenue (NT$ million) | Revenue (US$ million) | MoM Change | YoY Change |
|---|---|---|---|---|
| May 2026 | 2,384.3 | 76.0 | -3.1% | 17.7% |
| April 2026 | 2,460.5 | 78.4 | - | - |
| May 2025 | 2,025.4 | 64.6 | - | - |
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.
How long does ChipMOS expect the current demand and supply imbalance in the AI sector to persist?
What are the specific capital expenditure plans for the new footprint expansion mentioned in the report?
Will the sequential monthly revenue decline become a recurring trend as new capacity comes fully online?
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