ChipMOS TECHNOLOGIES reported second quarter 2026 results featuring its highest quarterly revenue since 2014, significantly exceeding analyst expectations. The performance was anchored by a 46.7% year-over-year surge in the memory segment and a robust expansion in gross margins to 18.0%, driven by improved utilization across testing and assembly platforms as the semiconductor cycle stabilizes.
Key Highlights
- Revenue reached $231.8 million, up 28.7% year-over-year and 6.5% sequentially, beating the $214.2 million analyst consensus.
- Gross margin expanded 1,140 basis points year-over-year to 18.0%, reflecting a significant recovery in operating leverage and a shift toward higher-margin DRAM testing.
- Memory segment revenue reached $118.2 million, now representing 51.0% of total revenue, as DRAM demand continues to outpace supply and customers engage in restocking.