ChipMOS TECHNOLOGIES INC.

Informe acción TWSE:8150

Capitalización de mercado: NT$67.8b

ChipMOS TECHNOLOGIES Resultados de beneficios anteriores

Pasado controles de criterios 1/6

Los beneficios de ChipMOS TECHNOLOGIES han disminuido a una tasa media anual de -36.1%, mientras que en la industria Semiconductor los beneficios disminuyeron en un 5.2% anualmente. Los ingresos han ido disminuyendo a una tasa media de 2.8% al año. La rentabilidad financiera de ChipMOS TECHNOLOGIES es de 3.3%, y sus márgenes netos son de 3.3%.

Información clave

-36.08%

Tasa de crecimiento de los beneficios

-35.96%

Tasa de crecimiento del BPA

Crecimiento de la industria Semiconductor 19.89%
Tasa de crecimiento de los ingresos-2.80%
Rentabilidad financiera3.35%
Margen neto3.25%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización de narrativa May 11

8150: Future Returns Will Depend On Unchanged Fair Value And Elevated Risk Premium

Analysts have kept their fair value estimate for ChipMOS TECHNOLOGIES steady at NT$77.67, noting that small tweaks in assumptions, such as a slightly higher discount rate and a modestly higher future P/E multiple, are the key drivers behind the unchanged price target. What's in the News Board meeting scheduled for May 12, 2026, with the agenda to approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for the first quarter of 2026 (Key Developments).
Actualización de narrativa Apr 27

8150: Future Returns Will Rely On Stable Margins And Consistent Earnings Multiple Potential

Analysts have kept their NT$77.67 price target for ChipMOS TECHNOLOGIES broadly steady, with only slight tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions shaping this updated view. What's in the News A board meeting is scheduled for Feb 24, 2026, to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025, along with other agenda items (Key Developments).
Actualización de narrativa Apr 09

8150: Future Returns Will Rely On Stable Margins And Earnings Multiple Expansion Potential

Analysts kept their NT$77.67 price target for ChipMOS TECHNOLOGIES unchanged, citing stable assumptions around the discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their current valuation view. What's in the News A board meeting is scheduled for Feb 24, 2026, to consider and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025, along with other unspecified matters (Key Developments).
Actualización de narrativa Mar 26

8150: Future Returns Will Rely On Stable Margins And P/E Re-Rating Potential

Analysts have maintained their NT$77.67 price target on ChipMOS TECHNOLOGIES, supported by steady assumptions for revenue growth, profit margin, discount rate, and future P/E, which together indicate a consistent view of the company’s valuation inputs. What's in the News Board meeting scheduled for Feb 24, 2026, to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025 (Key Developments).
Actualización de narrativa Mar 10

8150: Future Returns Will Rely On Higher P/E Expectations Overhang

Analysts have raised their price target on ChipMOS TECHNOLOGIES from about NT$49 to roughly NT$78, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E levels. What's in the News Upcoming board meeting on February 24, 2026 to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025 and address other matters, which may include items relevant to shareholders such as dividend decisions or capital plans (Company board filing).
Actualización de narrativa Feb 23

8150: Future Returns Will Rely On Buybacks And Managing Wastewater Compliance Risks

Analysts are maintaining their fair value estimate for ChipMOS TECHNOLOGIES at NT$49.0, with only a slight adjustment to key inputs such as the discount rate and future P/E assumptions to better reflect their current view of the stock's risk and earnings profile. What's in the News Board meeting scheduled for February 24, 2026, with plans to review and approve ChipMOS TECHNOLOGIES INC.'s consolidated financial statements for 2025 and address other matters on the agenda (company announcement).
Actualización de narrativa Feb 09

8150: Future Returns Will Rely On Buybacks After Wastewater Compliance Setback

Narrative Update Overview Analysts have maintained their fair value estimate for ChipMOS TECHNOLOGIES at $49.0, with only slight model tweaks to the discount rate and future P/E assumptions. This reflects a largely unchanged view of the company’s risk profile and earnings potential.
Actualización de narrativa Jan 25

8150: Future Earnings Will Rely On Buybacks After Environmental Compliance Risk

Analysts kept their fair value estimate for ChipMOS TECHNOLOGIES steady at US$49.00, citing only minor model tweaks to the discount rate, long term revenue growth, profit margin assumptions and future P/E that were not large enough to shift their target price. What's in the News Regulators fined ChipMOS TECHNOLOGIES TWD 2,058,000 after effluent testing at the Zhubei fab on June 19, 2025 found boron levels above the discharge standard, and required 2 hours of environmental education for the company (Regulatory filing).
Actualización de narrativa Jan 10

8150: Future Earnings Will Depend On Buybacks After Environmental Penalty

Analysts kept their fair value estimate for ChipMOS TECHNOLOGIES steady at US$49.00, with updated assumptions around discount rate, revenue growth, profit margin and future P/E helping to support this unchanged target. What's in the News Regulators in HsinChu County fined ChipMOS TECHNOLOGIES TWD 2,058,000 after boron levels in effluent from the Zhubei fab on June 19, 2025 exceeded discharge standards under the Water Pollution Control Act, and the company is also required to attend 2 hours of environmental education (regulatory filing).
Actualización de narrativa Dec 25

8150: Future Earnings Stability Will Rely On Buybacks Amid Environmental Fine

Analysts have modestly reiterated their conviction in ChipMOS TECHNOLOGIES by maintaining the price target at 49.00. This reflects continued confidence in the companys stable fair value, discount rate, revenue growth outlook, profit margin expectations, and attractive future P E multiple.
Actualización de narrativa Dec 10

8150: Share Buyback And Capital Reduction Will Support Earnings Stability

Analysts have modestly revised their price target on ChipMOS TECHNOLOGIES to $49.00, reflecting continued confidence in its stable fair value outlook, supported by steady revenue growth expectations, resilient profit margins, and an undemanding future P/E multiple. What's in the News Board meeting scheduled for November 11, 2025, to approve ChipMOS TECHNOLOGIES' consolidated financial statements for the third quarter of 2025.
Actualización de narrativa Nov 26

8150: Share Repurchase Will Drive Earnings As Margins Remain Strong

Analysts have maintained their price target on ChipMOS TECHNOLOGIES at $49.00. This reflects unchanged expectations as key forecast metrics remain stable.
Actualización de narrativa Nov 12

8150: Share Buyback Completion And Margin Surge Will Drive Earnings Higher

Analysts have significantly raised their price target for ChipMOS TECHNOLOGIES from $36.00 to $49.00. They cite stronger profit margins and a marked acceleration in expected revenue growth as key reasons for the valuation upgrade.
Actualización de narrativa Sep 06

Rising Memory Demand Will Shape Semiconductor Packaging Markets

With both revenue growth and future P/E estimates remaining steady, analysts see limited change in ChipMOS TECHNOLOGIES’ outlook, leaving the consensus price target unchanged at NT$36.00. What's in the News Board of Directors authorized a new share buyback plan.
User avatar
Nueva narrativa Mar 02

Rebounding NAND Flash And DRAM Demand Will Improve Future Market Position

Strategic focus on improving utilization rates and conservative CapEx aligns investments with demand, potentially boosting margins and earnings.
Artículo de análisis Nov 12

ChipMOS TECHNOLOGIES' (TWSE:8150) Solid Earnings May Rest On Weak Foundations

The stock price didn't jump after ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ) posted decent earnings last week. We did some...
Artículo de análisis Sep 10

ChipMOS TECHNOLOGIES' (TWSE:8150) Returns On Capital Not Reflecting Well On The Business

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Artículo de análisis Aug 15

Earnings Miss: ChipMOS TECHNOLOGIES INC. Missed EPS By 22% And Analysts Are Revising Their Forecasts

Last week saw the newest quarterly earnings release from ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ), an important...
Artículo de análisis Jul 22

ChipMOS TECHNOLOGIES INC.'s (TWSE:8150) Shares Not Telling The Full Story

With a price-to-earnings (or "P/E") ratio of 13.8x ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ) may be sending bullish...
Artículo de análisis Jun 13

ChipMOS TECHNOLOGIES' (TWSE:8150) Dividend Is Being Reduced To NT$1.80

ChipMOS TECHNOLOGIES INC. ( TWSE:8150 ) has announced that on 19th of July, it will be paying a dividend ofNT$1.80...
Artículo de análisis Apr 19

Capital Allocation Trends At ChipMOS TECHNOLOGIES (TWSE:8150) Aren't Ideal

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...

Desglose de ingresos y gastos

Cómo gana y gasta dinero ChipMOS TECHNOLOGIES. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

TWSE:8150 Ingresos, gastos y beneficios (TWD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2625,3368246261,103
31 Dec 2523,9334956111,077
30 Sep 2522,8112285991,078
30 Jun 2522,7361756051,111
31 Mar 2522,8101,1596041,148
31 Dec 2422,6961,4206071,163
30 Sep 2423,0221,6706281,155
30 Jun 2422,5351,9516301,144
31 Mar 2422,1702,1296371,119
31 Dec 2321,3561,8936331,094
30 Sep 2320,3171,5666261,073
30 Jun 2319,9891,6586351,081
31 Mar 2321,3972,3506471,112
31 Dec 2223,5173,3726671,159
30 Sep 2225,6224,5136821,194
30 Jun 2227,5295,2406901,192
31 Mar 2227,6605,2036871,173
31 Dec 2127,4004,9376781,139
30 Sep 2126,9194,3286561,108
30 Jun 2125,4443,3536331,062
31 Mar 2123,8902,6146041,026
31 Dec 2023,0112,3795861,016
30 Sep 2022,2732,2115711,009
30 Jun 2021,9852,3745621,017
31 Mar 2021,4633,1035691,029
31 Dec 1920,3382,5845541,008
30 Sep 1919,7392,794544994
30 Jun 1919,3452,647537974
31 Mar 1918,9311,497519960
31 Dec 1818,4801,326539939
30 Sep 1817,916519542937
30 Jun 1817,342307549950
31 Mar 1817,392504663945
31 Dec 1717,941982704986
30 Sep 1718,2001,859824951
30 Jun 1718,5381,975893922
31 Mar 1718,5001,996861895
31 Dec 1618,3881,829895839
30 Sep 1617,4431,391971855
30 Jun 1617,5011,632946826
31 Mar 1618,0661,792912778
31 Dec 1518,8372,165860748
30 Sep 1520,9112,702718705
30 Jun 1521,8903,184714680

Ingresos de calidad: 8150 tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(3.3%) de 8150 son inferiores a los del año pasado (5.1%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de 8150 han disminuido en un 36.1% al año en los últimos 5 años.

Acelerando crecimiento: 8150 ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: 8150 tuvo un crecimiento negativo de los beneficios (-28.9%) durante el año pasado, lo que dificulta la comparación con la media de la industria Semiconductor (3.4%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de 8150 (3.3%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/05 20:49
Precio de las acciones al final del día2026/06/05 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

ChipMOS TECHNOLOGIES INC. está cubierta por 11 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullCapital Securities Corporation
Richard ShannonCraig-Hallum Capital Group LLC
Zhixuan HsuKGI Securities Co. Ltd.