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[6-K] ChipMOS TECHNOLOGIES INC Current Report (Foreign Issuer)

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
6-K
Rhea-AI Filing Summary

ChipMOS Technologies Inc. (Nasdaq: IMOS) filed a Form 6-K disclosing unaudited revenue for June 2025 and the second quarter ended 30 June 2025. Revenue momentum improved sequentially but remains slightly below prior-year levels.

  • 2Q25 revenue: NT$5,735.8 million (US$196.6 million), +3.7 % QoQ and -1.3 % YoY.
  • June 2025 revenue: NT$1,849.7 million (US$63.4 million), -8.7 % MoM and -3.5 % YoY.

Management attributes the sequential uptick to stronger customer demand and higher market pricing for memory products—core segments within the Company’s outsourced semiconductor assembly and test (OSAT) portfolio. Nonetheless, the monthly decline reflects typical seasonality and softer order timing.

ChipMOS is monitoring potential tariff developments that could affect customers shipping to the U.S. Although no material impact was recorded in 2Q25, any escalation could pressure demand going forward.

With three advanced facilities across Taiwan, ChipMOS serves fabless, IDMs, and foundries worldwide. No changes to guidance, earnings, or capital allocation were included in the filing.

ChipMOS Technologies Inc. (Nasdaq: IMOS) ha presentato un modulo 6-K con i ricavi non revisionati di giugno 2025 e del secondo trimestre chiuso il 30 giugno 2025. Il trend dei ricavi è migliorato rispetto al trimestre precedente, ma resta leggermente inferiore ai livelli dell'anno precedente.

  • Ricavi 2T25: NT$5.735,8 milioni (US$196,6 milioni), +3,7 % trimestre su trimestre e -1,3 % anno su anno.
  • Ricavi giugno 2025: NT$1.849,7 milioni (US$63,4 milioni), -8,7 % mese su mese e -3,5 % anno su anno.

La direzione attribuisce il miglioramento sequenziale a una domanda più forte da parte dei clienti e a prezzi di mercato più elevati per i prodotti di memoria, segmenti chiave nel portafoglio OSAT (outsourced semiconductor assembly and test) dell’azienda. Tuttavia, il calo mensile riflette la stagionalità tipica e una temporanea minore attività negli ordini.

ChipMOS sta monitorando possibili sviluppi tariffari che potrebbero influenzare i clienti che spediscono verso gli Stati Uniti. Sebbene nel 2T25 non siano stati registrati impatti significativi, un’eventuale escalation potrebbe mettere sotto pressione la domanda in futuro.

Con tre stabilimenti avanzati a Taiwan, ChipMOS serve fabless, IDM e foundry a livello globale. Nel documento non sono state apportate modifiche alle previsioni, agli utili o all’allocazione del capitale.

ChipMOS Technologies Inc. (Nasdaq: IMOS) presentó un Formulario 6-K con ingresos no auditados para junio de 2025 y el segundo trimestre terminado el 30 de junio de 2025. El impulso de ingresos mejoró secuencialmente pero sigue ligeramente por debajo de los niveles del año anterior.

  • Ingresos 2T25: NT$5,735.8 millones (US$196.6 millones), +3.7 % trimestre a trimestre y -1.3 % año a año.
  • Ingresos junio 2025: NT$1,849.7 millones (US$63.4 millones), -8.7 % mes a mes y -3.5 % año a año.

La gerencia atribuye el aumento secuencial a una demanda más fuerte de los clientes y a precios de mercado más altos para productos de memoria, segmentos clave dentro de la cartera OSAT (ensamblaje y prueba de semiconductores subcontratados) de la empresa. Sin embargo, la caída mensual refleja la estacionalidad típica y un menor ritmo en los pedidos.

ChipMOS está monitoreando posibles desarrollos arancelarios que podrían afectar a los clientes que envían a EE.UU. Aunque no se registró un impacto material en el 2T25, cualquier escalada podría presionar la demanda en adelante.

Con tres instalaciones avanzadas en Taiwán, ChipMOS atiende a fabless, IDM y foundries a nivel mundial. No se incluyeron cambios en las previsiones, ganancias o asignación de capital en el informe.

ChipMOS Technologies Inc. (나스�: IMOS)� 2025� 6� � 2025� 6� 30� 종료� 2분기 미감� 매출� 공개하는 Form 6-K� 제출했습니다. 매출 모멘텀은 전분� 대� 개선되었으나 전년 수준에는 다소 미치지 못합니다.

  • 2025� 2분기 매출: NT$57�3,580� (미화 1�9,660� 달러), 분기 대� +3.7%, 전년 동기 대� -1.3%.
  • 2025� 6� 매출: NT$18�4,970� (미화 6,340� 달러), 월간 대� -8.7%, 전년 동월 대� -3.5%.

경영진은 순차� 상승� 고객 수요 증가와 메모� 제품� 시장 가� 상승—회사의 OSAT(반도� 위탁 조립 � 테스�) 핵심 부문—덕분으� 보고 있습니다. 다만 월간 감소� 전형적인 계절� � 주문 타이밍 약화� 따른 것입니다.

ChipMOS� 미국으로 출하하는 고객에게 영향� � � 있는 잠재� 관� 동향� 주시하고 있습니다. 2분기에는 � 영향� 없었으나, 관세가 강화되면 향후 수요� 압박� � � 있습니다.

대� � 3개의 첨단 시설� 보유� ChipMOS� � 세계� 팹리�, IDM, 파운드리� 대상으� 서비스를 제공합니�. 제출 자료에는 가이던�, 수익, 자본 배분� 대� 변� 사항은 포함되지 않았습니�.

ChipMOS Technologies Inc. (Nasdaq : IMOS) a déposé un formulaire 6-K divulguant des revenus non audités pour juin 2025 et le deuxième trimestre clos le 30 juin 2025. L’élan des revenus s’est amélioré séquentiellement mais reste légèrement inférieur aux niveaux de l’année précédente.

  • Revenus 2T25 : 5 735,8 millions NT$ (196,6 millions USD), +3,7 % trimestre sur trimestre et -1,3 % année sur année.
  • Revenus juin 2025 : 1 849,7 millions NT$ (63,4 millions USD), -8,7 % mois sur mois et -3,5 % année sur année.

La direction attribue la hausse séquentielle à une demande client plus forte et à des prix de marché plus élevés pour les produits mémoire, segments clés du portefeuille OSAT (outsourced semiconductor assembly and test) de la société. Néanmoins, la baisse mensuelle reflète une saisonnalité typique et un calendrier de commandes plus léger.

ChipMOS surveille les éventuels développements tarifaires qui pourraient affecter les clients expédiant vers les États-Unis. Bien qu’aucun impact significatif n’ait été enregistré au 2T25, toute escalade pourrait peser sur la demande à l’avenir.

Avec trois installations avancées à Taïwan, ChipMOS dessert des entreprises fabless, IDM et foundries dans le monde entier. Aucun changement dans les prévisions, les résultats ou l’allocation du capital n’a été inclus dans le dépôt.

ChipMOS Technologies Inc. (Nasdaq: IMOS) hat ein Formular 6-K eingereicht, in dem ungeprüfte Umsatzzahlen für Juni 2025 und das am 30. Juni 2025 endende zweite Quartal offengelegt werden. Die Umsatzdynamik verbesserte sich im Vergleich zum Vorquartal, liegt jedoch leicht unter dem Niveau des Vorjahres.

  • Umsatz 2Q25: NT$5.735,8 Millionen (US$196,6 Millionen), +3,7 % Quartal über Quartal und -1,3 % Jahr über Jahr.
  • Umsatz Juni 2025: NT$1.849,7 Millionen (US$63,4 Millionen), -8,7 % Monat über Monat und -3,5 % Jahr über Jahr.

Das Management führt den sequenziellen Anstieg auf eine stärkere Kundennachfrage und höhere Marktpreise für Speicherprodukte zurück � Kernsegmente im OSAT-Portfolio (Outsourced Semiconductor Assembly and Test) des Unternehmens. Der monatliche Rückgang spiegelt jedoch die übliche Saisonalität und eine schwächere Auftragslage wider.

ChipMOS beobachtet potenzielle Zollentwicklungen, die Kunden betreffen könnten, die in die USA liefern. Obwohl im 2Q25 keine wesentlichen Auswirkungen festgestellt wurden, könnte eine Eskalation die Nachfrage künftig belasten.

Mit drei hochmodernen Anlagen in Taiwan bedient ChipMOS weltweit Fabless-Unternehmen, IDM und Foundries. Im Bericht wurden keine Änderungen bei den Prognosen, Gewinnen oder der Kapitalallokation vorgenommen.

Positive
  • Quarterly revenue rose 3.7 % QoQ, indicating sequential demand recovery and improved memory pricing.
  • Management cites stronger customer demand as a driver, a constructive sign for 2H25 utilization.
Negative
  • June revenue fell 8.7 % MoM and 3.5 % YoY, suggesting lingering volatility.
  • Tariff uncertainty could dampen future demand, though not yet material.

Insights

TL;DR: Sequential revenue growth signals early memory recovery, but YoY contraction and tariff risk temper enthusiasm; overall impact modestly positive.

2Q25 sales exceeded 1Q25 by 3.7 %, confirming incremental improvement in DRAM/NAND pricing that many peers have cited. While the YoY decline is minimal, it shows the rebound is not yet complete. Given ChipMOS’s high memory mix, the uplift is encouraging for gross-margin trajectory, though we need margin disclosure to quantify. June’s 8.7 % pullback is typical post-rush seasonality and does not invalidate the quarterly uptrend. Tariff vigilance is prudent; historical U.S. exposure is <20 % of revenue, limiting immediate downside. Overall, the update is mildly constructive but not a game-changer for valuation.

TL;DR: Revenue data neutral, but disclosed tariff monitoring highlights lingering geopolitical risk; investors should keep watch yet remain calm.

ChipMOS acknowledges that evolving U.S. tariff policy could dent customer demand. Although immaterial this quarter, the statement implies contingency planning. For an OSAT vendor, geographic diversification of customer fabs and final markets mitigates concentrated exposure. Still, any broad tariff expansion on Chinese-sourced components could limit upside. From a risk lens, disclosure is appropriate but does not raise immediate red flags.

ChipMOS Technologies Inc. (Nasdaq: IMOS) ha presentato un modulo 6-K con i ricavi non revisionati di giugno 2025 e del secondo trimestre chiuso il 30 giugno 2025. Il trend dei ricavi è migliorato rispetto al trimestre precedente, ma resta leggermente inferiore ai livelli dell'anno precedente.

  • Ricavi 2T25: NT$5.735,8 milioni (US$196,6 milioni), +3,7 % trimestre su trimestre e -1,3 % anno su anno.
  • Ricavi giugno 2025: NT$1.849,7 milioni (US$63,4 milioni), -8,7 % mese su mese e -3,5 % anno su anno.

La direzione attribuisce il miglioramento sequenziale a una domanda più forte da parte dei clienti e a prezzi di mercato più elevati per i prodotti di memoria, segmenti chiave nel portafoglio OSAT (outsourced semiconductor assembly and test) dell’azienda. Tuttavia, il calo mensile riflette la stagionalità tipica e una temporanea minore attività negli ordini.

ChipMOS sta monitorando possibili sviluppi tariffari che potrebbero influenzare i clienti che spediscono verso gli Stati Uniti. Sebbene nel 2T25 non siano stati registrati impatti significativi, un’eventuale escalation potrebbe mettere sotto pressione la domanda in futuro.

Con tre stabilimenti avanzati a Taiwan, ChipMOS serve fabless, IDM e foundry a livello globale. Nel documento non sono state apportate modifiche alle previsioni, agli utili o all’allocazione del capitale.

ChipMOS Technologies Inc. (Nasdaq: IMOS) presentó un Formulario 6-K con ingresos no auditados para junio de 2025 y el segundo trimestre terminado el 30 de junio de 2025. El impulso de ingresos mejoró secuencialmente pero sigue ligeramente por debajo de los niveles del año anterior.

  • Ingresos 2T25: NT$5,735.8 millones (US$196.6 millones), +3.7 % trimestre a trimestre y -1.3 % año a año.
  • Ingresos junio 2025: NT$1,849.7 millones (US$63.4 millones), -8.7 % mes a mes y -3.5 % año a año.

La gerencia atribuye el aumento secuencial a una demanda más fuerte de los clientes y a precios de mercado más altos para productos de memoria, segmentos clave dentro de la cartera OSAT (ensamblaje y prueba de semiconductores subcontratados) de la empresa. Sin embargo, la caída mensual refleja la estacionalidad típica y un menor ritmo en los pedidos.

ChipMOS está monitoreando posibles desarrollos arancelarios que podrían afectar a los clientes que envían a EE.UU. Aunque no se registró un impacto material en el 2T25, cualquier escalada podría presionar la demanda en adelante.

Con tres instalaciones avanzadas en Taiwán, ChipMOS atiende a fabless, IDM y foundries a nivel mundial. No se incluyeron cambios en las previsiones, ganancias o asignación de capital en el informe.

ChipMOS Technologies Inc. (나스�: IMOS)� 2025� 6� � 2025� 6� 30� 종료� 2분기 미감� 매출� 공개하는 Form 6-K� 제출했습니다. 매출 모멘텀은 전분� 대� 개선되었으나 전년 수준에는 다소 미치지 못합니다.

  • 2025� 2분기 매출: NT$57�3,580� (미화 1�9,660� 달러), 분기 대� +3.7%, 전년 동기 대� -1.3%.
  • 2025� 6� 매출: NT$18�4,970� (미화 6,340� 달러), 월간 대� -8.7%, 전년 동월 대� -3.5%.

경영진은 순차� 상승� 고객 수요 증가와 메모� 제품� 시장 가� 상승—회사의 OSAT(반도� 위탁 조립 � 테스�) 핵심 부문—덕분으� 보고 있습니다. 다만 월간 감소� 전형적인 계절� � 주문 타이밍 약화� 따른 것입니다.

ChipMOS� 미국으로 출하하는 고객에게 영향� � � 있는 잠재� 관� 동향� 주시하고 있습니다. 2분기에는 � 영향� 없었으나, 관세가 강화되면 향후 수요� 압박� � � 있습니다.

대� � 3개의 첨단 시설� 보유� ChipMOS� � 세계� 팹리�, IDM, 파운드리� 대상으� 서비스를 제공합니�. 제출 자료에는 가이던�, 수익, 자본 배분� 대� 변� 사항은 포함되지 않았습니�.

ChipMOS Technologies Inc. (Nasdaq : IMOS) a déposé un formulaire 6-K divulguant des revenus non audités pour juin 2025 et le deuxième trimestre clos le 30 juin 2025. L’élan des revenus s’est amélioré séquentiellement mais reste légèrement inférieur aux niveaux de l’année précédente.

  • Revenus 2T25 : 5 735,8 millions NT$ (196,6 millions USD), +3,7 % trimestre sur trimestre et -1,3 % année sur année.
  • Revenus juin 2025 : 1 849,7 millions NT$ (63,4 millions USD), -8,7 % mois sur mois et -3,5 % année sur année.

La direction attribue la hausse séquentielle à une demande client plus forte et à des prix de marché plus élevés pour les produits mémoire, segments clés du portefeuille OSAT (outsourced semiconductor assembly and test) de la société. Néanmoins, la baisse mensuelle reflète une saisonnalité typique et un calendrier de commandes plus léger.

ChipMOS surveille les éventuels développements tarifaires qui pourraient affecter les clients expédiant vers les États-Unis. Bien qu’aucun impact significatif n’ait été enregistré au 2T25, toute escalade pourrait peser sur la demande à l’avenir.

Avec trois installations avancées à Taïwan, ChipMOS dessert des entreprises fabless, IDM et foundries dans le monde entier. Aucun changement dans les prévisions, les résultats ou l’allocation du capital n’a été inclus dans le dépôt.

ChipMOS Technologies Inc. (Nasdaq: IMOS) hat ein Formular 6-K eingereicht, in dem ungeprüfte Umsatzzahlen für Juni 2025 und das am 30. Juni 2025 endende zweite Quartal offengelegt werden. Die Umsatzdynamik verbesserte sich im Vergleich zum Vorquartal, liegt jedoch leicht unter dem Niveau des Vorjahres.

  • Umsatz 2Q25: NT$5.735,8 Millionen (US$196,6 Millionen), +3,7 % Quartal über Quartal und -1,3 % Jahr über Jahr.
  • Umsatz Juni 2025: NT$1.849,7 Millionen (US$63,4 Millionen), -8,7 % Monat über Monat und -3,5 % Jahr über Jahr.

Das Management führt den sequenziellen Anstieg auf eine stärkere Kundennachfrage und höhere Marktpreise für Speicherprodukte zurück � Kernsegmente im OSAT-Portfolio (Outsourced Semiconductor Assembly and Test) des Unternehmens. Der monatliche Rückgang spiegelt jedoch die übliche Saisonalität und eine schwächere Auftragslage wider.

ChipMOS beobachtet potenzielle Zollentwicklungen, die Kunden betreffen könnten, die in die USA liefern. Obwohl im 2Q25 keine wesentlichen Auswirkungen festgestellt wurden, könnte eine Eskalation die Nachfrage künftig belasten.

Mit drei hochmodernen Anlagen in Taiwan bedient ChipMOS weltweit Fabless-Unternehmen, IDM und Foundries. Im Bericht wurden keine Änderungen bei den Prognosen, Gewinnen oder der Kapitalallokation vorgenommen.

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER

PURSUANT TO RULE 13a-16 OR 15d-16

UNDER THE SECURITIES EXCHANGE ACT OF 1934

For the month of July 2025

Commission File Number 001-37928

 

ChipMOS TECHNOLOGIES INC.

(Translation of Registrant’s Name Into English)

No. 1, R&D Rd. 1, Hsinchu Science Park

Hsinchu, Taiwan

Republic of China

(Address of Principal Executive Offices)

(Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.)

Form 20-F Form 40-F

 

 


SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

 

 

 

 

ChipMOS TECHNOLOGIES INC.

 

 

 

(Registrant)

 

 

 

 

Date: July 10, 2025

 

By

/S/ S. J. Cheng

 

 

Name:

S. J. Cheng

 

 

Title:

Chairman & President

 


 

img237471095_0.jpg

 

Contacts:

In Taiwan

Jesse Huang

ChipMOS TECHNOLOGIES INC.

+886-6-5052388 ext. 7715

[email protected]

In the U.S.

David Pasquale

Global IR Partners

+1-914-337-8801

[email protected]

 

ChipMOS REPORTS JUNE 2025 AND 2Q25 REVENUE

 

Hsinchu, Taiwan, July 10, 2025 - ChipMOS TECHNOLOGIES INC. (“ChipMOS” or the “Company”) (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services (“OSAT”), today reported its unaudited consolidated revenue for the month of June 2025 and for the second quarter ended June 30, 2025. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$29.18 to US$1.00 as of June 30, 2025.

 

Revenue for the second quarter of 2025 was NT$5,735.8 million or US$196.6 million, representing an increase of 3.7% from the first quarter of 2025, and a decrease of 1.3% from the second quarter of 2024. The Company noted it is benefitting from increased customer demand and overall market price increases for memory products. Separately, while not a material impact in the most recent period, the Company continues to closely monitor the rapidly evolving tariff situation and plans to adjust accordingly to best support its customers based on their exposure to the U.S. market and if the tariffs result in a decrease of demand.

 

Revenue for the month of June 2025 was NT$1,849.7 million or US$63.4 million, representing a decrease of 8.7% from May 2025, and a decrease of 3.5% from June 2024.

 

Consolidated Monthly Revenues (Unaudited)

 

June 2025

May 2025

June 2024

MoM Change

YoY Change

Revenues

   (NT$ million)

1,849.7

2,025.4

1,917.7

-8.7%

-3.5%

Revenues

   (US$ million)

63.4

69.4

65.7

-8.7%

-3.5%

 

Consolidated Quarterly Revenues (Unaudited)

 

Second Quarter

2025

First Quarter

2025

Second Quarter

2024

QoQ Change

YoY Change

Revenues

   (NT$ million)

5,735.8

5,532.3

5,809.6

3.7%

-1.3%

Revenues

   (US$ million)

196.6

189.6

199.1

3.7%

-1.3%

 

About ChipMOS TECHNOLOGIES INC.:

ChipMOS TECHNOLOGIES INC. (“ChipMOS” or the “Company”) (Taiwan Stock Exchange: 8150 and Nasdaq: IMOS) (www.chipmos.com) is an industry leading provider of outsourced semiconductor assembly and test services. With advanced facilities in Hsinchu Science Park, Hsinchu Industrial Park and Southern Taiwan Science Park in Taiwan, ChipMOS is known for its track record of excellence and history of innovation. The Company provides end-to-end assembly and test services to leading fabless semiconductor companies, integrated device manufacturers and independent semiconductor foundries serving virtually all end markets worldwide.

 


 

Forward-Looking Statements:

This press release may contain certain forward-looking statements. These forward-looking statements may be identified by words such as ‘believes,’ ‘expects,’ ‘anticipates,’ ‘projects,’ ‘intends,’ ‘should,’ ‘seeks,’ ‘estimates,’ ‘future’ or similar expressions or by discussion of, among other things, strategies, goals, plans or intentions. These statements may include financial projections and estimates and their underlying assumptions, statements regarding tariffs, government policies, global trade environments, pricing, plans, objectives and expectations with respect to future operations, products and services, and statements regarding future performance. Actual results may differ materially in the future from those reflected in forward-looking statements contained in this document, due to various factors. Further information regarding these risks, uncertainties and other factors are included in the Company’s most recent Annual Report on Form 20-F filed with the U.S. Securities and Exchange Commission (the “SEC”) and in the Company’s other filings with the SEC.

 


FAQ

How did ChipMOS (IMOS) perform in 2Q25?

ChipMOS reported NT$5.736 billion (US$196.6 m) revenue, up 3.7 % QoQ and down 1.3 % YoY.

What were ChipMOS’s June 2025 sales?

June revenue was NT$1.850 billion (US$63.4 m), a -8.7 % MoM and -3.5 % YoY change.

Why did revenue improve quarter-over-quarter?

Management cited increased customer demand and higher memory product pricing as primary drivers.

Is ChipMOS affected by U.S. tariffs?

The company says tariffs were not material in 2Q25 but is monitoring developments and will adapt to support customers.

Did the filing include profit or margin figures?

No, the 6-K only provided unaudited revenue data; no earnings or margin details were disclosed.
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