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ChipMOS Technologies posts 25% Q1 revenue growth, boosted by memory and AI data center demand

Analyst Insights
30 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

ChipMOS Technologies Inc. reported a strong first quarter with 25% revenue growth and significant margin improvements, including a 430 basis point increase in gross margin and a 540 basis point rise in operating margin year-over-year. Growth is driven by its memory testing and assembly segments, with utilization rates above 75% and capacity reserved for major clients like Micron. The company is well positioned to benefit from the ongoing memory supercycle and rising demand from AI data centers, leading to a Buy rating with expectations of continued revenue and profit gains.

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