Taiwan · Delayed Price · Currency is TWD ChipMOS TECHNOLOGIES INC. Earnings Call Transcripts
Fiscal Year 2026
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Q2 2026 saw record revenue and profit growth, with strong momentum in memory, automotive, and OLED segments. Gross and operating margins improved significantly year-over-year, and CapEx was raised to support capacity expansion and new product initiatives.
Fiscal Year 2025
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Record Q4 and solid full-year 2025 results were driven by strong memory demand in AI and data centers, with revenue and profitability up significantly year-over-year. Outlook remains optimistic for 2026, with continued investment in capacity and innovation, and a focus on shareholder returns.
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Q3 2025 delivered strong sequential revenue and margin growth, led by robust memory demand and improved utilization rates. Memory products outperformed, while DDIC and flash segments faced softness. The outlook remains positive for memory, but management is cautious due to global uncertainties.
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Q2 2025 saw a 3.7% revenue increase sequentially, driven by strong memory demand, but net losses resulted from significant FX losses and margin pressure. Memory products outperformed, while DDIC and auto segments softened. Cautious outlook continues for Q3.
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Q1 2025 saw revenue and utilization improvements, with memory and gold bumping segments driving growth. Outlook favors memory momentum over DDIC for the rest of 2025, while a conservative CapEx approach and new share repurchase program support shareholder value.
Fiscal Year 2024
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Revenue grew 6.3% in 2024, but Q4 saw an 11% sequential decline and lower margins due to inventory adjustments and softer demand. Management remains cautious for 2025 amid global uncertainties, focusing on prudent CapEx, shareholder returns, and segment recovery.
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Q3 2024 saw revenue and EBITDA growth, but net profit declined due to adverse FX impacts. The outlook for Q4 is cautious amid ongoing inventory adjustments, with CapEx and dividend policies maintained. Product innovation and a shift to higher-margin segments support long-term growth.
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Q2 2024 saw strong revenue and profit growth, with utilization rates and key segments like DDIC and automotive panels driving performance. Gross margin declined due to higher costs, but outlook for H2 remains positive with targeted investments and ongoing cost controls.