ChipMOS January Revenue Rises 31.2% YoY to NT$2.29B, 4% MoM
ChipMOS posted January 2026 revenue of NT$2,290.4 million (US$72.7 million), marking a 31.2% year-over-year increase and a 4.0% month-over-month rise. This represents its largest annual monthly gain since June 2021, driven by strong demand for high-value memory assembly and test services.
1. Monthly Revenue Performance
ChipMOS reported NT$2,290.4 million (US$72.7 million) in consolidated revenue for January 2026, up 4.0% from December 2025 and 31.2% from January 2025, reflecting continued sequential growth and strong year-over-year momentum.
2. Largest Annual Gain Since Mid-2021
The 31.2% year-over-year increase is the highest monthly revenue growth recorded since June 2021, underscoring the company’s improving cycle position within the outsourced semiconductor assembly and test services market.
3. Demand Drivers
Revenue growth was led by robust demand for high-value memory solutions, particularly for data center and AI-related applications, highlighting the strength of ChipMOS’s advanced assembly and test capabilities in key growth segments.