ChipMOS May revenue climbs 17.7% as AI supply imbalance sustains growth
ChipMOS TECHNOLOGIES (NASDAQ:IMOS) reported a 17.7 percent year-over-year increase in its unaudited consolidated revenue for May 2026, capitalizing on an artificial intelligence sector expansion that continues to outpace broader manufacturing capacity.
The outsourced semiconductor assembly and test (OSAT) services provider generated total monthly revenue of NT$2,384.3 million, equivalent to approximately $76 million.
The figures are calculated using a pegged exchange rate of NT$31.37 per U.S. dollar as of May 29, 2026.
While the aggregate performance represents a minor 3.1 percent sequential decline compared to the results recorded in April 2026, long-term secular growth trends remain supported by a persistent demand and supply mismatch across advanced computing applications.
Corporate leadership indicated that the organization continues to navigate an advantageous operating environment shaped by ongoing structural revenue strength in the high-performance chip sector.
To capture this volume, ChipMOS has engaged in continuous capital allocations toward manufacturing footprint expansion and facility optimization.
Management clarified that this newly established operational capacity is being actively utilized to satisfy existing customer production forecasts and fulfill localized commitments anchored within long-term supply agreements.
