Chipmos Technologies Q2 Earnings Call Highlights

"We delivered a beardown commencement to 2026 with a existent net inflection," Cheng said, citing request that remains supra capacity, improved pricing and favorable operating leverage. He added that lawsuit visibility remained beardown and that AI-driven request continued to outpace supply.

Margins and utilization amended

Gross nett was NT$1.33 billion, producing a gross borderline of 18.0%, up from 13.8% successful the archetypal 4th and 6.6% successful the prior-year quarter. Operating nett roseate to NT$948 million, with an operating borderline of 12.8%, compared with a 7.5% borderline successful the archetypal quarter.

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Vice President of Finance and Accounting Management Center Silvia Su said quarterly nett attributable to the institution accrued 76.6% sequentially, chiefly reflecting a NT$428 cardinal summation successful operating profit. Compared with the year-earlier period, results besides benefited from little foreign-exchange losses and a summation from the valuation of fiscal assets.

Overall utilization reached 72% successful the 2nd quarter. Assembly utilization was 78%, portion mean investigating utilization was 74%. Driver IC utilization was 69% and bumping utilization was 65%.

• Assembly accounted for 31.8% of second-quarter revenue.

• Mixed-signal and representation investigating represented 25.4% of revenue.

• Wafer bumping represented 23.7% of revenue.

• Memory products accounted for 51% of revenue.

Memory request leads maturation

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Memory gross roseate astir 6.7% from the archetypal 4th and much than 46% from a twelvemonth earlier. DRAM represented astir 20.7% of full revenue, expanding 1.3% sequentially and much than 70% twelvemonth implicit year. Niche DRAM gross accrued 21.8% from the archetypal quarter.