ChipMOS TECHNOLOGIES Inc (NAS:IMOS)

Q2 2025 ChipMOS Technologies Inc Earnings Call Transcript

Aug 12, 2025 / 07:00AM GMT

Release Date Price: $17.52 (-1.46%)

Transcript

Key Points

Positve

ChipMOS TECHNOLOGIES Inc (IMOS) reported a 3.7% increase in revenue compared to Q1 2025.
Memory product revenue increased significantly, with a 21.2% rise compared to Q1 and a 17.6% increase year-over-year.
NAND Flash revenue saw a substantial increase of 27.6% compared to Q1 and 40% year-over-year.
The company is leveraging its leadership position in memory products to build long-term shareholder value.
ChipMOS TECHNOLOGIES Inc (IMOS) maintains a strong balance sheet, providing flexibility to support customers and growth strategies.

Negative

The company reported a net loss of TWD533 million in Q2 2025, primarily due to foreign exchange losses.
Gross margin decreased to 6.6% in Q2 2025 from 9.4% in Q1 2025, impacted by lower DDIC test ASP and USD depreciation.
Operating profit margin dropped to 0.4% in Q2 2025 from 2.1% in Q1 2025.
Revenue from Driver IC and Gold Bump decreased by 9.4% compared to Q1 2025 and 17.9% year-over-year.
The company faces headwinds from macroeconomic softness in the auto and industrial sectors.

Operator

Greetings, and welcome to the ChipMOS Second Quarter 2025 Results Conference Call. (Operator Instructions)

I would now like to turn the conference over to Dr. G. S. Shen of ChipMOS Technologies' Strategy and Investor Relations team to introduce the management team of the company in conference. Dr. Shen, you may begin.

Gengxin Shen

ChipMOS Technologies Inc - Deputy Director - Strategy & Investor Relations

Thank you, operator. Welcome, everyone, to ChipMOS Second Quarter 2025 Results Conference Call. Joining us today from the company are Mr. S.J. Cheng, Chairman and President; and Ms. Silvia Su, Vice President of Finance and Accounting Management Center. We are also joined on the call today by Mr. Jesse Huang, Spokesperson and Senior Vice President of Strategy and Investor Relations. S.J will chair the meeting and review business highlights and provide more color on the operating environment. After Silvia's review of the company's key financial results, S.J will provide our current business outlook. All company executives will then participate in an

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