ChipMOS TECHNOLOGIES INC.

TWSE:8150 Rapport sur les actions

Capitalisation boursière : NT$55.4b

ChipMOS TECHNOLOGIES Résultats passés

Passé contrôle des critères 1/6

Les bénéfices de ChipMOS TECHNOLOGIES ont diminué à un taux annuel moyen de -36.1%, tandis que le secteur Semiconductor a vu ses bénéfices augmenter de en baisse à 4.6% par an. Les revenus ont augmenté de en baisse à un taux moyen de 2.8% par an. Le rendement des capitaux propres de ChipMOS TECHNOLOGIES est 3.3% et ses marges nettes sont de 3.3%.

Informations clés

-36.08%

Taux de croissance des bénéfices

-35.95%

Taux de croissance du BPA

Semiconductor Croissance de l'industrie19.89%
Taux de croissance des recettes-2.80%
Rendement des fonds propres3.35%
Marge nette3.25%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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).
Mise à jour du récit 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).
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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
Nouveau récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...

Ventilation des recettes et des dépenses

Comment ChipMOS TECHNOLOGIES gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

TWSE:8150 Recettes, dépenses et bénéfices (TWD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&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

Des revenus de qualité: 8150 a des bénéfices de haute qualité.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de 8150 sont inférieures à celles de l'année dernière 8150. (3.3%) sont inférieures à celles de l'année dernière (5.1%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de 8150 ont diminué de 36.1% par an au cours des 5 dernières années.

Accélération de la croissance: 8150 a connu une croissance négative de ses bénéfices au cours de l'année écoulée, elle ne peut donc pas être comparée à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: 8150 a enregistré une croissance négative de ses bénéfices ( -28.9% ) au cours de l'année écoulée, ce qui rend difficile la comparaison avec la moyenne du secteur Semiconductor ( 2.4% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de 8150 ( 3.3% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/22 11:52
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

ChipMOS TECHNOLOGIES INC. est couverte par 11 analystes. 2 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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