ChipMOS Records Highest Revenue Since 2014 Driven by AI Demand
Driven by a persistent imbalance between supply and demand for artificial intelligence hardware, ChipMOS Technologies has reached its highest monthly and quarterly revenue figures in over a decade. The Taiwan-based semiconductor assembly and test provider reported a 37.2% year-over-year revenue surge for June 2026 alone.
The company’s unaudited consolidated revenue for the second quarter of 2026 hit NT$7,383.1 million, or US$231.8 million, marking a 28.7% increase compared to the same period in 2025. Monthly performance mirrored this trajectory, with June revenue reaching NT$2,538.4 million, a 6.5% climb over May figures. All dollar conversions were calculated at an exchange rate of NT$31.85 to US$1.00.
Management attributes this financial growth to the ongoing structural tightness in the semiconductor market. While ChipMOS has expanded its physical footprint to handle increased volume, the company notes that new capacity is being immediately absorbed by existing customer forecasts and long-term supply agreements. This rapid scaling reflects the broader industry trend where high-end assembly and testing services remain a critical bottleneck for global AI hardware deployment.
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