ChipMOS April Revenue Climbs 32.2% to US$77.8M, Falls 1.6% Sequentially

IMOSIMOS

ChipMOS recorded NT$2,460.5 million (US$77.8 million) in April 2026 revenue, down 1.6% sequentially but up 32.2% year-over-year. The company reports revenue visibility extending through 2026, driven by a persistent AI-related demand-supply imbalance.

1. April 2026 Revenue Performance

Revenue for April 2026 reached NT$2,460.5 million (US$77.8 million), reflecting output from ChipMOS’s advanced semiconductor assembly and test services.

2. Sequential and Year-Over-Year Trends

April revenue decreased 1.6% from March 2026 but surged 32.2% compared to April 2025, underscoring ongoing growth momentum.

3. Demand Outlook for 2026

Management cites a persistent AI-related demand-supply imbalance as the primary driver, with order visibility extending through 2026 to guide capacity planning.

Sources

F