ChipMOS TECHNOLOGIES Inc (FRA:CPIA)

Q3 2025 ChipMOS Technologies Inc Earnings Call Transcript

Nov 11, 2025 / 07:00 AM GMT

Release Date Price: €18.9 (+2.16%)

Transcript

Key Points

Positve

ChipMOS TECHNOLOGIES Inc (IMOS) reported a 7.1% increase in revenue compared to Q2, marking the highest revenue level since Q3 2022.
Gross margin improved significantly to 12.4%, up 580 basis points from Q2.
Memory product revenue increased by 16% compared to Q2 and 35% year-over-year, driven by strong demand in AI, computing, and data centers.
The company achieved a net profit of NT dollar $352 million in Q3, a significant turnaround from a loss in Q2.
ChipMOS TECHNOLOGIES Inc (IMOS) maintained a strong balance sheet, with strategic CapEx investments supporting growth programs and shareholder value.

Negative

Despite revenue growth, the gross margin of 12.4% was still lower compared to the same quarter last year, indicating potential cost pressures.
Operating expenses, although decreased compared to Q2, still represented 6.7% of total revenue.
The company faced a decrease in DDIC revenue, which was down about 22% year-over-year.
Flash momentum showed signs of slowing down due to customer stock adjustments.
The company expressed concerns over global economic uncertainties, including trade, tariffs, jobs, and inflation, which could impact future demand.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

8150.TW - ChipMOS Technologies Inc
Q3 2025 ChipMOS Technologies Inc Earnings Call
Nov 11, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the ChipM's 3rd quarter 2025 results conference call.

At this time, all participants are in a listen-only mode.

A question-and-answer session will follow the formal presentation.

I would now like to turn the conference over to Dr. JS Shen of ChipM's technologies Strategy and Investor Relations team to introduce the management team of the company in conference.

Dr. Shen, you may begin.

Thank you, operator.

Welcome everyone to ChipM's 3rd quarter 2025 results conference call.

Joining us today from the company are Mr. SJ Cheng, Chairman and President, and Ms. Sylvia Suo, Vice President of Finance and Accounting Management Center.

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