ChipMOS revenue reaches NT$8,400.8 million in third quarter
Key Facts
ChipMOS said unaudited revenue reached a record NT$8,400.8 million, equivalent to US$263.8 million, in the third quarter of 2026. The company said in a filing with the U.S. Securities and Exchange Commission that revenue rose 13.8% from the second quarter and 36.7% from the third quarter of 2025. That put the third quarter above both comparison periods, amid strong memory demand. The company attributed revenue growth to continued AI-related demand exceeding available memory supply. The quarterly revenue figure was announced on October 8, 2026, while the investor relations page lists third-quarter results dated November 10.
The quarterly comparison shows revenue rising from NT$7,383.1 million in the second quarter to NT$8,400.8 million in the third. Year over year, revenue increased from NT$6,143.7 million in the third quarter of 2025 to the record level posted in the same period of 2026. This comparison supports describing the increase as an extension of growth on both a quarterly and annual basis, rather than a change limited to the comparison with last year. The company presented these figures as unaudited quarterly revenue. The company did not provide a verified gross margin figure among the available facts about the announcement.
The company linked growth to an imbalance between demand and supply in the memory market, saying AI-related demand continued to exceed available supply. This explanation indicates that the revenue driver cited by the company was memory demand, rather than simply a broad improvement in sales. In its August revenue report, ChipMOS said strong memory demand continued to be driven by a persistent AI-related imbalance between demand and supply. It added at the time that it was working closely with customers to support their near-term and long-term needs. This provides context for the company’s continued link between demand and customer requirements over different time horizons.
ChipMOS said new production capacity is being deployed to meet customers’ current forecasts and long-term supply agreements. The company linked this move to ongoing structural supply constraints, alongside expanding demand across most memory and storage markets. This puts production expansion at the center of the company’s response to demand that it said exceeds available supply. The filing also ties capacity plans to customer forecasts and existing agreements, rather than presenting them as an increase separate from market needs. The available facts did not specify the amount of new capacity or a timeline for its deployment.
For the latest month in the quarter, September revenue was NT$2,792.0 million, or US$87.7 million. Monthly revenue rose 0.2% from August and 33.8% from September 2025. The monthly comparison shows limited month-over-month growth alongside a larger year-over-year increase, within the quarter that posted record revenue. The company announced September and third-quarter revenue in a filing on October 8. Its investor relations page lists third-quarter results materials dated November 10 and indicates that no results conference call was held, directing investors to the release and presentation materials.
In the stock market, IMOS closed at US$47.95 on November 9, 2026, according to EL7 data. That price was for the session before the date listed for third-quarter results on the investor relations page. The available facts do not include the stock’s opening, high or low prices in that session. The company said investors can refer to the results release and presentation materials, as no conference call was held for the quarter. The reported figures remain the focus: record revenue growth that ChipMOS attributed to AI demand and continued constraints on memory supply.