ChipMOS TECHNOLOGIES INC. — Form 6-K Summary
Filing date: October 8, 2026. The filing reports unaudited consolidated revenue for September 2026 and the third quarter ended September 30, 2026. ChipMOS provides outsourced semiconductor assembly and test services.
Revenue and key financial metrics
| Period | Revenue (NT$ million) | Revenue (US$ million) | Change |
|---|---|---|---|
| September 2026 | 2,792.0 | 87.7 | 0.2% MoM; 33.8% YoY |
| August 2026 | 2,785.7 | 87.5 | — |
| September 2025 | 2,087.4 | 65.5 | — |
| Third quarter 2026 | 8,400.8 | 263.8 | 13.8% QoQ; 36.7% YoY |
| Second quarter 2026 | 7,383.1 | 231.8 | — |
| Third quarter 2025 | 6,143.7 | 192.9 | — |
Management described third-quarter revenue as a record high. U.S. dollar figures use an exchange rate of NT$31.85 per US$1.00 as of September 30, 2026. The filing provides no clear values for profit, margins, cash flow, debt, or liquidity.
Material changes and management commentary
Third-quarter revenue rose 36.7% year over year and 13.8% from the prior quarter; September revenue increased 33.8% year over year but was nearly flat month over month. ChipMOS attributed growth to sustained AI-related demand exceeding available memory supply, with demand broadening across most memory and storage end markets.
The company said it continues to invest in footprint expansion and is deploying new capacity to meet existing customer forecasts and long-term supply agreements. It also noted that structural supply constraints persist.
Outlook, risks, and contingencies
The release gives no quantified financial guidance. Its forward-looking statement cautions that actual results may differ materially and identifies risks including inflation, foreign exchange movements, recession risk, changes in trade regulations and policies, and tariffs. It refers investors to the company’s latest Form 20-F and other SEC filings for additional risk factors.
Important facts for investors to verify
- Whether reported revenue growth translates into improved profit, margins, and cash flow; this release does not report those measures.
- Whether planned capacity expansion and customer forecasts result in sustained utilization and revenue, given continuing memory-supply constraints.
- How exchange rates, macroeconomic conditions, and potential tariffs affect future demand and operating results.
- Additional risks and financial details in ChipMOS’s latest Form 20-F and other SEC filings.