ChipMOS TECHNOLOGIES Inc. (NASDAQ: IMOS) reported unaudited consolidated revenue of NT$2,203.3 million (US$70.2 million) for December 2025, a 23.8% increase from December 2024 and a 2.9% rise from November 2025. The company’s fourth‑quarter 2025 revenue totaled NT$6,521.1 million (US$207.9 million), up 20.8% from the same quarter in 2024 and 6.1% from the third quarter of 2025.
The memory product segment, which includes DDR4/DDR5 and NAND flash, accounted for 45.3% of Q4 revenue and grew 21.2% QoQ. This strong performance reflects robust demand for memory solutions that power data‑center and computing workloads, a key driver of the company’s top‑line momentum.
Comparing to prior periods, December 2024 revenue was approximately NT$1,780.5 million, while Q4 2024 revenue was about NT$5,397.5 million. Q3 2025 revenue was roughly NT$6,149.5 million, indicating that the company’s growth trajectory has accelerated from the previous quarter and year.
Margin analysis shows a modest decline in gross and operating margins, consistent with industry‑wide cost inflation and competitive pricing pressure. Despite the compression, the revenue expansion has helped offset the margin squeeze, keeping earnings growth in line with expectations.
ChipMOS operates in the outsourced semiconductor assembly and test (OSAT) sector, which is benefiting from a favorable cycle in memory demand. The company’s focus on DDR4/DDR5 and NAND flash positions it to capture continued upside, while headwinds such as margin pressure and raw‑material cost increases remain a concern. The results reinforce ChipMOS’s competitive standing in the memory segment and suggest that the company is well‑placed to sustain its growth momentum in the near term.
The earnings release underscores ChipMOS’s ability to generate strong top‑line growth amid a challenging macro environment, highlighting the company’s strategic focus on high‑growth memory products and its resilience in the OSAT market.
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