ChipMOS TECHNOLOGIES (NASDAQ:IMOS) reported a sharp rise in fourth-quarter revenue on Friday, as the specialized semiconductor packager benefits from a "perfect storm" of high-density memory demand and a strategic shift toward AI-related infrastructure.
The Hsinchu-based company, a leader in outsourced semiconductor assembly and test (OSAT) services, generated unaudited consolidated revenue of NT$6,521.1 million ($207.9 million) for the quarter ended December 31, 2025.
This represents a 20.8% increase over the same period last year and a 6.1% sequential improvement, outpacing many peers in the broader assembly sector.
The growth was driven by a decisive surge in the company’s memory business, which now accounts for roughly half of its total revenue.
As hyperscalers like Microsoft and Meta aggressively build out AI data centers, demand for DDR5 DRAM and high-capacity NAND Flash has reached an inflection point.
December specifically showed strong momentum, with revenue reaching NT$2,203.3 million ($70.2 million), a 23.8% jump compared to December 2024.
The company’s average utilization rates for testing and assembly have climbed to approximately 70%, their highest levels since late 2022.