ChipMOS TECHNOLOGIES (8150) Q3 2026 earnings summary

Executive summary

• Q3 2026 revenue was NT$8,400,763 thousand, up 13.8% QoQ and 36.7% YoY; net income was NT$1,323,349 thousand, versus NT$891.7M in Q2 and NT$352,197 thousand in Q3 2025.

• 9M revenue reached NT$22,719,487 thousand and net income NT$2,719,898 thousand, versus a NT$4,559 thousand loss in 9M 2025.

Financial highlights

• Q3 gross profit was NT$1,820,458 thousand; gross margin was 21.7%, up 3.7ppts QoQ and 9.3ppts YoY. Operating profit was NT$1,657,346 thousand, with a 19.7% margin.

• Q3 basic EPS was NT$1.89 versus NT$1.28 in Q2 and NT$0.50 in Q3 2025; 9M basic EPS was NT$3.89 versus a loss of NT$0.01.

• 9M operating profit was NT$3,125,045 thousand and pretax profit NT$3,252,691 thousand; 9M gross margin was 18% versus 10% in 2025.

• CapEx was NT$1,455.4M in Q3, versus NT$2,380.2M in Q2 and NT$796.7M in Q3 2025.

Outlook and guidance

• Solid memory demand and customer restocking are expected to drive revenue growth and profitability; DRAM demand exceeds supply and flash momentum is rebounding.

• DDIC momentum is expected to be balanced with seasonal restocking; OLED demand is also benefiting from seasonal restocking.

• Priorities include improving product mix, controlling operating costs, monetizing lower-utilization assets and expanding the mixed-signal portfolio.