8月22日，南茂科技(IMOS)开盘上涨2.43%，截至21:30，报15.62美元/股，成交4482.0美元，总市值5.68 亿美元。 财务数据显示，截至2024年12月31日，南茂科技收入总额226.96亿台币，同比增长6.27%；归母净利润 14.2亿台币，同比减少23.97%。 大事提醒： 8月12日，南茂科技将于(美东)盘前披露2025财年中报（数据来源于纳斯达克官网，预计披露日期为美 国当地时间，实际披露日期以公司公告为准）。 资料显示，南茂科技股份有限公司是在半导体封装测试领域中具领先地位的供应商。晶片半导体在新竹 科技园、新竹工业园区及台湾南部科技园均设有先进的设备,为广大客户提供组装及测试服务,客户包括 领先的无晶圆半导体公司、集成器件制造商及独立的半导体代工企业。 本文源自：金融界 作者：行情君 ...

Core Viewpoint - ChipMOS Technologies Inc. reported its consolidated financial results for Q2 2025, highlighting a revenue increase driven by recovery in the memory business, despite a net loss attributable to equity holders. Financial Performance - Revenue for Q2 2025 was NT$5,735.8 million (US$196.6 million), a 3.7% increase from Q1 2025 (NT$5,532.3 million or US$189.6 million) but a 1.3% decrease from Q2 2024 (NT$5,809.6 million or US$199.1 million) [2] - Net non-operating expenses for Q2 2025 were NT$682.2 million (US$23.4 million), contrasting with net non-operating income of NT$82.1 million (US$2.8 million) in Q1 2025 and NT$127.6 million (US$4.4 million) in Q2 2024, primarily due to a foreign exchange loss of NT$690 million (US$23.6 million) [3] - Net loss attributable to equity holders for Q2 2025 was NT$533.1 million (US$18.3 million), translating to NT$0.75 (US$0.03) per basic common share, compared to a net profit of NT$176.3 million (US$6.0 million) in Q1 2025 and NT$450.6 million (US$15.4 million) in Q2 2024 [4] Cash Flow and Financial Position - Net free cash inflow for the first half of 2025 was NT$1,667.2 million (US$57.1 million), with cash and cash equivalents totaling NT$13,661.8 million (US$468.2 million) [5][7] - The overall utilization rate increased to 65% in Q2 2025 from 62% in Q1 2025 [7] Dividends - The company distributed a cash dividend of approximately NT$1.23 per common share on July 18, 2025, and US$0.836 per ADS on July 25, 2025 [7] Company Overview - ChipMOS Technologies Inc. is a leading provider of outsourced semiconductor assembly and test services, with advanced facilities in Taiwan, serving various end markets worldwide [8]

Core Viewpoint - ChipMOS TECHNOLOGIES INC. will report its second quarter 2025 results and host a conference call on August 12, 2025, after the close of trading on the Taiwan Stock Exchange [1] Group 1: Conference Call Details - The conference call is scheduled for August 12, 2025, at 3:00 PM Taiwan time (3:00 AM New York time) [2] - Investors and analysts can participate via a dial-in phone number, with a password required for access [2] - A webcast and replay of the call will be available on the Company's website, along with a transcript in English to enhance transparency [2] Group 2: Company Information - ChipMOS is recognized as an industry-leading provider of outsourced semiconductor assembly and test services (OSAT) [1]

Core Viewpoint - ChipMOS TECHNOLOGIES (NASDAQ: IMOS) has experienced a decline in stock performance after a significant rally, which followed a steep drop in value previously [1] Company Summary - ChipMOS TECHNOLOGIES provides outsourced semiconductor assembly and test (OSAT) services to the semiconductor industry [1] Market Context - The stock of ChipMOS has faded in recent weeks, indicating potential volatility in the semiconductor services market [1]

Core Viewpoint - ChipMOS Technologies Inc. reported its unaudited consolidated revenue for June 2025 and the second quarter of 2025, highlighting a mixed performance with a slight quarterly increase but a year-over-year decline in revenue [1][2]. Revenue Summary - The revenue for the second quarter of 2025 was NT$5,735.8 million (US$196.6 million), marking a 3.7% increase from the first quarter of 2025 but a 1.3% decrease compared to the second quarter of 2024 [2][4]. - The revenue for June 2025 was NT$1,849.7 million (US$63.4 million), which represents an 8.7% decrease from May 2025 and a 3.5% decrease from June 2024 [3][4]. Market Dynamics - The company is experiencing increased customer demand and overall market price increases for memory products, which is contributing positively to its revenue [2]. - ChipMOS is closely monitoring the evolving tariff situation, although it has not had a material impact in the most recent period. The company plans to adjust its strategies to support customers based on their exposure to the U.S. market [2]. Company Overview - ChipMOS Technologies Inc. is a leading provider of outsourced semiconductor assembly and test services (OSAT), with advanced facilities located in Taiwan. The company serves a wide range of clients, including fabless semiconductor companies and integrated device manufacturers [5].

Group 1 - ChipMOS TECHNOLOGIES INC. has adjusted its cash dividend distribution ratio from NT$1.20 to approximately NT$1.23 per common share due to the cancellation of treasury shares and share repurchase for employee transfer, impacting the total number of outstanding shares [1] - The cash dividend per American Depositary Share (ADS) will increase from approximately US$0.80 to approximately US$0.82 [1] - The dividend was previously approved by the Company's Board and declared on February 25, 2025, with no changes to other information disclosed in the original notice filed on May 28, 2025 [2] Group 2 - The Company provides outsourced semiconductor assembly and test services (OSAT) and is recognized for its excellence and innovation in the industry [4] - ChipMOS operates advanced facilities in Hsinchu Science Park, Hsinchu Industrial Park, and Southern Taiwan Science Park, serving leading fabless semiconductor companies, integrated device manufacturers, and independent semiconductor foundries [4] Group 3 - The cash dividend distribution details include a declaration date of May 27, 2025, an ex-dividend date of June 27, 2025, and an ADR dividend distribution date of July 25, 2025 [6] - ADR books will be closed from June 27 to July 3, 2025, with the final dividend amount in U.S. dollars to be determined by Citibank, N.A. after conversion and deduction of taxes and fees [6]

Core Viewpoint - ChipMOS TECHNOLOGIES INC. reported an increase in revenue for May 2025, driven primarily by growth in its memory business and a slight improvement in its DDIC business [2][3]. Financial Performance - The unaudited consolidated revenue for May 2025 was NT$2,025.4 million (US$67.8 million), marking an 8.8% increase from April 2025 and a 0.1% increase from May 2024 [2][3]. - Month-over-month (MoM) revenue change was 8.8%, while year-over-year (YoY) revenue change was 0.1% [3]. Company Overview - ChipMOS is a leading provider of outsourced semiconductor assembly and test services (OSAT), with advanced facilities located in Hsinchu Science Park, Hsinchu Industrial Park, and Southern Taiwan Science Park [4]. - The company serves a wide range of clients, including fabless semiconductor companies, integrated device manufacturers, and independent semiconductor foundries, catering to virtually all end markets globally [4].

Core Viewpoint - ChipMOS TECHNOLOGIES INC. has announced a cash dividend distribution of NT$1.20 per common share, approximately US$0.80 per ADS, approved by shareholders at the AGM on May 27, 2025 [1] Group 1: Dividend Details - The cash dividend distribution was previously approved by the Company's Board on February 25, 2025 [1] - The ex-dividend date is set for June 27, 2025, with the ADR dividend record date also on June 27, 2025 [6] - The ADR dividend distribution date is scheduled for July 25, 2025, with ADR books closed from June 27 to July 3, 2025 [6] Group 2: Company Overview - ChipMOS is a leading provider of outsourced semiconductor assembly and test services (OSAT) [3] - The Company operates advanced facilities in Hsinchu Science Park, Hsinchu Industrial Park, and Southern Taiwan Science Park [3] - ChipMOS serves fabless semiconductor companies, integrated device manufacturers, and independent semiconductor foundries across various end markets globally [3]

Core Viewpoint - ChipMOS Technologies Inc. has announced a new share repurchase program, reflecting confidence in its business fundamentals and capital allocation strategy, amidst recent share price dislocation in the market [1][3]. Group 1: Share Repurchase Program - The Board of Directors has authorized a share repurchase program with a total amount of up to NT$525 million (approximately US$16.4 million) [1]. - The company plans to repurchase up to 15 million shares, which is about 2.06% of its issued share capital, within a price range of NT$18.87 to NT$35.00 per share [2]. - The repurchase period is set from May 14 to July 13, 2025, and the buyback will continue even if the stock price falls below the specified range [2]. Group 2: Company Overview - ChipMOS is a leading provider of outsourced semiconductor assembly and test services (OSAT), with advanced facilities located in Hsinchu Science Park, Hsinchu Industrial Park, and Southern Taiwan Science Park [4]. - The company serves a wide range of clients, including fabless semiconductor companies, integrated device manufacturers, and independent semiconductor foundries, catering to virtually all end markets worldwide [4].

Financial Performance - Revenue for Q1 2025 was NT$5,532.3 million (US$166.7 million), representing a 2.5% increase from NT$5,399.6 million (US$162.7 million) in Q4 2024 and a 2.1% increase from NT$5,418.7 million (US$163.3 million) in Q1 2024 [2] - Net profit attributable to equity holders for Q1 2025 was NT$176.3 million (US$5.3 million), down from NT$232.2 million (US$7.0 million) in Q4 2024 and NT$437.8 million (US$13.2 million) in Q1 2024 [4] - Net earnings per basic common share for Q1 2025 were NT$0.24 (US$0.01), compared to NT$0.32 (US$0.01) in Q4 2024 and NT$0.60 (US$0.02) in Q1 2024 [4] Non-Operating Income - Net non-operating income for Q1 2025 was NT$82.1 million (US$2.5 million), a decrease from NT$154.6 million (US$4.7 million) in Q4 2024 and NT$156.3 million (US$4.7 million) in Q1 2024 [3] - The decrease in non-operating income was primarily due to a reduction in foreign exchange gains, which fell by NT$75 million (US$2.3 million) compared to Q4 2024 [3] Cash Position - Net free cash inflow for Q1 2025 was NT$830.6 million (US$25.0 million), with a strong balance of cash and cash equivalents amounting to NT$13,565.5 million (US$408.7 million) [5][8] Share Repurchase Program - The Board of Directors has authorized a new share repurchase program amounting to NT$525 million [8]