ChipMOS TECHNOLOGIES INC.

NasdaqGS:IMOS Stok Raporu

Piyasa değeri: US$2.0b

ChipMOS TECHNOLOGIES Gelecekteki Büyüme

Future kriter kontrolleri 4/6

ChipMOS TECHNOLOGIES kazanç ve gelirin sırasıyla yıllık 36.2% ve 16.3% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 36.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 16.5% olacağı tahmin edilmektedir.

Anahtar bilgiler

36.2%

Kazanç büyüme oranı

36.07%

EPS büyüme oranı

Semiconductor kazanç büyümesi30.5%
Gelir büyüme oranı16.3%
Gelecekteki özkaynak getirisi16.53%
Analist kapsamı

Low

Son güncelleme12 Aug 2026

Gelecekteki son büyüme güncellemeleri

Güncelleme yok

Recent updates

Seeking Alpha • Aug 12

Why ChipMOS Is A Buy After Posting Second-Quarter Results (Rating Upgrade)

Summary ChipMOS (IMOS) delivered a 28.7% Y/Y revenue increase to $231.8M, achieving record quarterly highs and reversing last year’s net loss. Gross margin expanded to 18%, driven by strong memory and flash demand, with DRAM/SRAM and NAND accounting for over 50% of Q2 revenue. IMOS trades at a material discount to sector medians on P/E, EV/sales, and EV/EBITDA, while offering a dividend nearly 10% above the sector median. I upgrade IMOS to a buy, citing robust growth, diversified revenue streams, and continued tailwinds from the memory chip boom. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

What To Do After ChipMOS Stock Slid Below $20 (Rating Downgrade)

Summary ChipMOS reported a 5.7% Y/Y revenue decline in Q4 2025, causing investor concerns and a subsequent stock drop to $18.50. IMOS stock fell below $20 after facing near-term headwinds with inventory adjustments and declining utilization rates, but long-term growth potential remains. Related companies like Aehr Test Systems and Ultra Clean also face challenges, with UCTT rated as a strong sell by Seeking Alpha’s Quant Score system. Investors have a chance to restart positions in ChipMOS, anticipating a cyclical recovery post-inventory adjustments and semiconductor industry slowdown. Read the full article on Seeking Alpha
Seeking Alpha • Nov 28

ChipMOS Technologies: Uncertainty Overshadows Progress

Summary ChipMOS TECHNOLOGIES has done poorly, which is mostly due to the uncertainty emanating from the geopolitical corner, something not likely to go away soon. The stock price decline may scare away potential buyers, but it could also be seen as an opportunity to get in on a stock at a lower price. IMOS pays a relatively high dividend, which allows for shareholders to be patient at a time when the stock is dealing with headwinds. IMOS is not without risk, but it is also a stock with a number of strong attributes that give it a solid foundation from which to appreciate. Read the full article on Seeking Alpha
Seeking Alpha • Aug 24

ChipMOS: Geopolitical Issues Likely To Hold Down The Stock For A While

Summary The stock has faltered in recent months after a good start in 2024 and there are a number of contributing factors that played a role. The market got a reminder of what may be the biggest con associated with IMOS, even though IMOS also has a number of strengths worth noting. The stock broke a trendline that had supported the uptrend until July, but a new level of support may have been found. Bulls should be prepared to be patient as headwinds are likely to remain for a while, but IMOS is still worth an investment for the long term. Read the full article on Seeking Alpha
Seeking Alpha • Jun 09

ChipMOS: Still On Track To Go Higher

Summary The stock has struggled in the last couple of months, but there is reason to believe the bull case remains warranted. IMOS hit a new 2024 low on the back of the first contraction in revenue in many months, which challenges the notion demand is improving. There is an argument to be made the market overreacted because there were exceptional circumstances at work, which led to the revenue contraction. There are a number of arguments to be made in favor of long IMOS, which is why it is worth backing despite the recent price action. Read the full article on Seeking Alpha
Seeking Alpha • Oct 07

ChipMOS' Q3 revenue down 26.6% Y/Y

ChipMOS Technologies (NASDAQ:IMOS) has reported a decline in third quarter and Sep 2022 revenue, reflecting broader end market conditions and ongoing inventory adjustments in response to end market demand levels. Q3 consolidated revenue fell 23.3% sequentially and 26.6% Y/Y to $165.3M, while Sep revenue fell 7.2% from August 2022 and 32.1% Y/Y to $50.1M.
Seeking Alpha • Sep 08

ChipMOS Technologies reports declines in August revenue

ChipMOS Technologies (NASDAQ:IMOS) reported revenue of US$56.5M for August 2022, down 12% M/M and 28.5% Y/Y. The declines in its August revenue are said to be consistent with the near-term demand and inventory adjustments impacting the broader semiconductor industry.
Seeking Alpha • Aug 10

ChipMOS Technologies reports 19% drop in July revenue

ChipMOS Technologies (NASDAQ:IMOS) reported revenue of NT$1,948M or $65.1M, a Y/Y drop of 19.4% and a 7.7% drop M/M. The declines in its July revenue reflect the change in near-term macro demand environment impacting the company's DDIC business, which was partially offset by continued strength in its memory products business.
Seeking Alpha • Aug 04

ChipMOS GAAP EPADS of $1.22, revenue of $230.4M misses by $11.26M

ChipMOS press release (NASDAQ:IMOS): Q2 GAAP EPADS of $1.22. Revenue of $230.4M (-1.9% Y/Y) misses by $11.26M. Gross margin increases 40 basis points from 1Q22 to 25.4%. Balance of cash and cash equivalents was $244.4M.
Seeking Alpha • Jul 08

ChipMOS sees Y/Y drop in Q2 and June revenue

ChipMOS Technologies (NASDAQ:IMOS) reported Q2 revenue of NT$6,851.7M ($230.4M), marking a 1.9% increase from Q1 and a Y/Y drop of 1.9%. For June, revenue stood at NT$2,110.8M ($71M) marking a drop of 11.9% from May 2022 and 10.6% Y/Y decline. The company says that while its long-term business catalysts remain firmly in place, the decline in its monthly and year-over-year revenue reflects a change in the near-term macro demand environment.

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:IMOS - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (TWD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202840,7725,563N/AN/A1
12/31/202735,2674,6973,29610,2144
12/31/202630,2963,280-2,3677,2485
6/30/202626,9832,248-3694,592N/A
3/31/202625,336824-2523,275N/A
12/31/202523,9334951453,996N/A
9/30/202522,811228-854,198N/A
6/30/202522,736175-7274,553N/A
3/31/202522,8101,159-1925,355N/A
12/31/202422,6961,4208595,941N/A
9/30/202423,0221,6701,6096,064N/A
6/30/202422,5351,9512,1655,645N/A
3/31/202422,1702,1293,2666,470N/A
12/31/202321,3561,8933,5346,607N/A
9/30/202320,3171,5662,4415,788N/A
6/30/202319,9891,6583,3876,449N/A
3/31/202321,3972,3503,3027,148N/A
12/31/202223,5173,3723,9178,616N/A
9/30/202225,6224,5133,8379,197N/A
6/30/202227,5295,2403,0159,055N/A
3/31/202227,6605,2032,1818,538N/A
12/31/202127,4004,9371,4387,320N/A
9/30/202126,9194,3281,9837,231N/A
6/30/202125,4443,3532,0726,881N/A
3/31/202123,8902,6143,3247,230N/A
12/31/202023,0112,3791,9795,940N/A
9/30/202022,2732,2111,5426,200N/A
6/30/202021,9852,3741,0986,330N/A
3/31/202021,4633,103N/A5,021N/A
12/31/201920,3382,584N/A5,993N/A
9/30/201919,7392,794N/A5,259N/A
6/30/201919,3452,647N/A5,086N/A
3/31/201918,9311,497N/A5,074N/A
12/31/201818,4801,326N/A4,129N/A
9/30/201817,916519N/A3,384N/A
6/30/201817,342307N/A2,567N/A
3/31/201817,392504N/A3,056N/A
12/31/201717,941982N/A4,157N/A
9/30/201718,2001,859N/A4,750N/A
6/30/201718,5381,975N/A4,876N/A
3/31/201718,5001,996N/A4,293N/A
12/31/201618,3881,829N/A3,688N/A
9/30/201617,4431,391N/A3,749N/A
6/30/201617,5011,632N/A4,323N/A
3/31/201618,0661,792N/A4,545N/A
12/31/201518,8372,165N/A5,396N/A
9/30/201520,9112,702N/A6,034N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: IMOS 'nin tahmini kazanç büyümesi (yıllık 36.2% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: IMOS şirketinin kazançlarının (yıllık 36.2% ) US pazarından (yıllık 17.4% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: IMOS şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: IMOS şirketinin gelirinin (yıllık 16.3% ) US pazarından (yıllık 13.5% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: IMOS şirketinin gelirinin (yıllık 16.3% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: IMOS 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 16.5 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/10 19:01
Gün Sonu Hisse Fiyatı2026/09/09 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

ChipMOS TECHNOLOGIES INC. 11 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Liyen ChenCapital Securities Corporation
Richard ShannonCraig-Hallum Capital Group LLC
Zhixuan HsuKGI Securities Co. Ltd.