ChipMOS TECHNOLOGIES（8150）株式概要
ChipMOS TECHNOLOGIES INC.は、台湾、日本、中華人民共和国、シンガポール、および国際的な集積回路の研究開発、製造、販売、および関連するアセンブリとテストサービスを行っています。 詳細
8150 Community Fair Values
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Analyst Price Targets
ChipMOS TECHNOLOGIES INC. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | NT$76.20 |
| 52週高値 | NT$103.00 |
| 52週安値 | NT$23.10 |
| ベータ | 1.01 |
| 1ヶ月の変化 | 2.83% |
| 3ヶ月変化 | 42.70% |
| 1年変化 | 166.43% |
| 3年間の変化 | 96.90% |
| 5年間の変化 | 71.82% |
| IPOからの変化 | 61.91% |
最新ニュース
ナラティブの更新 • 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).ナラティブの更新 • 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).Recent updates
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| 8150 | TW Semiconductor | TW 市場 | |
|---|---|---|---|
| 7D | -9.2% | -3.2% | -3.5% |
| 1Y | 166.4% | 128.0% | 83.0% |
業界別リターン: 8150過去 1 年間で128 % の収益を上げたTW Semiconductor業界を上回りました。
リターン対市場: 8150過去 1 年間で83 % の収益を上げたTW市場を上回りました。
価格変動
| 8150 volatility | |
|---|---|
| 8150 Average Weekly Movement | 12.1% |
| Semiconductor Industry Average Movement | 9.6% |
| Market Average Movement | 6.2% |
| 10% most volatile stocks in TW Market | 12.2% |
| 10% least volatile stocks in TW Market | 2.5% |
安定した株価: 8150の株価は、 TW市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: 8150の weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてTWの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1997 | n/a | Shih-Jye Cheng | www.chipmos.com |
ChipMOS TECHNOLOGIES INC.は、台湾、日本、中華人民共和国、シンガポール、および国際的な集積回路の研究開発、製造、販売、および関連するアセンブリとテストサービスに従事しています。同社は5つのセグメントで事業を展開している：テスティング、アセンブリー、ディスプレイパネル・ドライバー半導体アセンブリー・アンド・テスティング（LCDD）、バンピング、その他。高密度メモリ、ミックスドシグナル、ディスプレイドライバ半導体向けの各種バックエンドテストサービスや、小型外形パッケージ、薄型外形パッケージ、クアッドフラットパッケージ、基板ベースパッケージなどのパッケージングソリューションを提供している。また、単純なデジタルロジック、複雑なASIC、高速デジタル、メモリ、ミックスドシグナル、ディスプレイドライバIC（DDIC）デバイスなど、集積回路の全領域に対するテストソリューションも提供している。さらに、金バンピング、メタルコンポジットバンピング、ボールドロップ、銅再配線層、銅ピラー技術などのバンピングサービスも提供している。さらに、同社はICチップのウェハレベルのチップスケールパッケージング技術をウェハの形で提供し、ウェハバンピング/RDL、ウェハソート、組立、最終テスト、ドロップ出荷を含むターンキーソリューションを提供している。同社の半導体は、パソコン、通信機器、OA機器、家電製品に使用されている。同社は1997年に設立され、台湾の新竹市に本社を置いている。
ChipMOS TECHNOLOGIES INC. 基礎のまとめ
| 8150 基礎統計学 | |
|---|---|
| 時価総額 | NT$52.08b |
| 収益（TTM） | NT$823.70m |
| 売上高(TTM) | NT$25.34b |
64.8x
PER（株価収益率2.1x
P/Sレシオ8150 は割高か？
公正価値と評価分析を参照収益と収入
| 8150 損益計算書（TTM） | |
|---|---|
| 収益 | NT$25.34b |
| 売上原価 | NT$22.31b |
| 売上総利益 | NT$3.03b |
| その他の費用 | NT$2.21b |
| 収益 | NT$823.70m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 1.18 |
| グロス・マージン | 11.96% |
| 純利益率 | 3.25% |
| 有利子負債／自己資本比率 | 60.8% |
8150 の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.6%
現在の配当利回り105%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/21 12:25 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
ChipMOS TECHNOLOGIES INC. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11
| アナリスト | 機関 |
|---|---|
| null null | Capital Securities Corporation |
| Richard Shannon | Craig-Hallum Capital Group LLC |
| Zhixuan Hsu | KGI Securities Co. Ltd. |