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ChipMOS(IMOS) - 2020 Q4 - Annual Report
2021-04-19 16:00
[SEC Filing Details](index=1&type=section&id=SEC%20Filing%20Details) This section outlines the administrative information of the Form 6-K filing and the company's annual report practices [Form 6-K Information](index=1&type=section&id=FORM%206-K%20Header) This section details the administrative information of the Form 6-K filing, identifying ChipMOS TECHNOLOGIES INC. as a foreign private issuer filing under Rule 13a-16 or 15d-16, and indicating its annual reports are filed under Form 20-F - **ChipMOS TECHNOLOGIES INC.** files a Form 6-K as a foreign private issuer[1](index=1&type=chunk) - The company files annual reports under **Form 20-F**[1](index=1&type=chunk) [Signatures](index=2&type=section&id=SIGNATURES) The report is duly signed on behalf of ChipMOS TECHNOLOGIES INC. by S. J. Cheng, Chairman & President, on April 20, 2021, affirming compliance with the Securities Exchange Act of 1934 - The report was signed by **S. J. Cheng**, Chairman & President of ChipMOS TECHNOLOGIES INC[2](index=2&type=chunk) - The signing date was **April 20, 2021**[2](index=2&type=chunk) [Company Overview and Contacts](index=3&type=section&id=Company%20Overview%20and%20Contacts) This section provides investor relations contacts, an overview of ChipMOS TECHNOLOGIES INC., and a disclaimer regarding forward-looking statements [Investor Relations Contacts](index=3&type=section&id=Contacts) This section provides contact information for investor relations in both Taiwan and the U.S., facilitating communication for investors and analysts Investor Relations Contacts | Location | Contact Person | Company/Firm | Phone | Email | | :------- | :------------- | :----------- | :---- | :---- | | Taiwan | Jesse Huang | ChipMOS TECHNOLOGIES INC. | +886-6-5052388 ext. 7715 | IR@chipmos.com | | U.S. | David Pasquale | Global IR Partners | +1-914-337-8801 | dpasquale@globalirpartners.com | [About ChipMOS TECHNOLOGIES INC.](index=3&type=section&id=About%20ChipMOS%20TECHNOLOGIES%20INC.) ChipMOS TECHNOLOGIES INC. is a leading outsourced semiconductor assembly and test services (OSAT) provider, operating advanced facilities in Taiwan and serving a diverse customer base including fabless companies, integrated device manufacturers, and independent foundries - **ChipMOS** is an industry-leading provider of outsourced semiconductor assembly and test services (**OSAT**)[6](index=6&type=chunk) - The company operates advanced facilities in **Hsinchu Science Park**, **Hsinchu Industrial Park**, and **Southern Taiwan Science Park**[6](index=6&type=chunk) - ChipMOS serves leading **fabless semiconductor companies**, **integrated device manufacturers**, and **independent semiconductor foundries**[6](index=6&type=chunk) [Forward-Looking Statements](index=3&type=section&id=Forward-Looking%20Statements) This section contains a standard disclaimer regarding forward-looking statements, indicating that actual future results may differ materially due to various factors, including the potential impact of COVID-19, and advises readers to refer to the Company's SEC filings for further risks - The press release may contain forward-looking statements identified by words such as 'believes,' 'expects,' or 'anticipates'[7](index=7&type=chunk) - Actual results may differ materially from projections due to various factors, including the potential impact of **COVID-19**[7](index=7&type=chunk) - Investors are advised to refer to the Company's **Form 20-F** and other SEC filings for information on risks and uncertainties[7](index=7&type=chunk) [Q1 2021 Financial Results Conference Call](index=3&type=section&id=ChipMOS%20SCHEDULES%20FIRST%20QUARTER%202021%20FINANCIAL%20RESULTS%20CONFERENCE%20CALL) This section details the schedule and access information for ChipMOS TECHNOLOGIES INC.'s first quarter 2021 financial results conference call [Conference Call Details](index=3&type=section&id=Conference%20Call%20Details) ChipMOS TECHNOLOGIES INC. announced its Q1 2021 financial results conference call scheduled for May 11, 2021, after the close of trading on the Taiwan Stock Exchange. The call will be in Mandarin, with an English translation and transcript available later on the company's website - ChipMOS will hold its **Q1 2021 results conference call** on **Tuesday, May 11, 2021**[5](index=5&type=chunk) Q1 2021 Conference Call Schedule | Detail | Information | | :----- | :---------- | | Date | Tuesday, May 11, 2021 | | Time (Taiwan) | 3:00 PM | | Time (New York) | 3:00 AM | | Dial-In | +886-2-21928016 | | Password | 841281 | | Webcast/Replay | https://www.chipmos.com/chinese/ir/info2.aspx | | Language | Mandarin (English translation/transcript available later) |
ChipMOS(IMOS) - 2020 Q4 - Earnings Call Transcript
2021-03-17 03:20
ChipMOS Technologies Inc. (NASDAQ:IMOS) Q4 2020 Earnings Conference Call March 16, 2021 3:00 AM ET Company Participants S.J. Cheng - Chairman and President G.S. Shen - Technical Deputy Director-Strategy and Investor Relations Silvia Su - VP of Finance and Accounting Management Center Jesse Huang - Spokesperson and SVP-Strategy and Investor Relations. Conference Call Participants Jerry Su - Credit Suisse Operator Greetings, and welcome to the ChipMOS' Fourth Quarter and Full Year 2020 Results Conference Call ...
ChipMOS(IMOS) - 2020 Q4 - Earnings Call Presentation
2021-03-16 20:22
Financial Performance - Q4'20 revenue reached NT$6,310.3 million, a new quarterly record high, showing an increase of 11.0% quarter-over-quarter (QoQ) and 13.3% year-over-year (YoY) [7] - 2020 revenue totaled NT$23,011.4 million, representing a 13.1% increase YoY [7] - Q4'20 gross margin was 24.4%, an increase of 5.1 percentage points (ppts) QoQ and 1.7 ppts YoY [7] - 2020 gross margin was 21.9%, an increase of 2.6 ppts YoY [9] - Q4'20 profit attributable to the company was NT$686.4 million [22], with basic EPS at NT$0.94 [22], a 62.1% increase QoQ and 28.8% increase YoY [24] Revenue Breakdown - Memory revenue in Q4'20 accounted for 41.9% of total revenue, showing an increase of 10.2% QoQ and 11.6% YoY [14] Business Outlook - The company anticipates a second 5~10% price increase for DDIC in Q1'21 [36]
ChipMOS(IMOS) - 2020 Q3 - Earnings Call Transcript
2020-11-10 18:41
ChipMOS TECHNOLOGIES INC. (NASDAQ:IMOS) Q3 2020 Earnings Conference Call November 10, 2020 7:00 AM ET Company Participants David Pasquale – Global IR Partners S.J. Cheng – Chairman and President Silvia Su – Vice President-Finance and Accounting Management Center Conference Call Participants Scott Bishins – Caffeine Holdings Vipul Sagar – Blash Capital Operator Greetings, and welcome to the ChipMOS Third Quarter 2020 Results Conference Call. At this time, all participants are in a listen-only mode. A questio ...
ChipMOS(IMOS) - 2020 Q2 - Earnings Call Transcript
2020-08-11 17:42
Financial Data and Key Metrics Changes - Q2 2020 revenue grew by 10.7% compared to Q2 2019, marking a six-year record high for Q2 revenue [7] - For the first half of 2020, revenue increased by 17.6% compared to the first half of 2019 [7] - Gross margin for Q2 2020 was 20.7%, an increase of 360 basis points compared to Q2 2019 [7][20] - Net profit for Q2 2020 was US$18.5 million, down from US$43.3 million in Q2 2019 [21] - Operating profit margin for Q2 was 14.5%, an improvement of 5.3 percentage points compared to Q2 2019 [20] Business Line Data and Key Metrics Changes - Testing utilization level increased to 81% in Q2 2020, while assembly utilization declined to 76% [8] - Revenue from the mix signal segment grew to around 11% of Q2 2020 revenue [10] - COF segment represented 30.4% of revenue, while DRAM and SRAM represented 22% [10] - NAND flash business represented about 34% of total Q2 flash revenue [10] Market Data and Key Metrics Changes - Revenue from smartphones declined to 34.5% of total Q2 revenue, while revenue from TV and computing grew to 20% and 13% respectively [11] - The automobile and industry segments represented about 10.5% of revenue, with the consumer category holding flat at 22% [11] Company Strategy and Development Direction - The company remains focused on growth segments and execution while being cautious due to the uncertain coronavirus environment [12] - Expectations for Q3 include growth in memory and DDIC-related product segments, with DDIC growth anticipated to outperform memory [12][14] - The company aims to improve margins through higher revenue, favorable mix, and ongoing cost control [12] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about revenue growth in Q3, citing a 5.7% increase in July revenue compared to June [31] - The company noted that demand for commodity DRAM remains stable due to increased work-from-home trends [33] - Management acknowledged challenges in the smartphone market but expects TDDI growth to help offset weaknesses [14] Other Important Information - Total assets at the end of Q2 were US$1.2 billion, with total equity of US$664.5 million [21] - Free cash flow for Q2 was US$48.6 million, with expectations for positive free cash flow in the second half of the year [22][48] Q&A Session Summary Question: Will the new format for earnings releases continue? - Management confirmed that the new presentation format will be continued [25] Question: Has the increase in gold prices affected gross margins? - Management indicated that gold price increases have pressured margins, estimating a 0.8% to 1% impact on gross margin if gold prices rise by 10% [27][28] Question: What is the outlook for revenue and margins in Q3? - Management is optimistic about revenue growth in Q3, with expectations for improved margins despite pressures from gold prices and foreign exchange [31][33] Question: How is the Unimos business performing? - Unimos reached breakeven with limited profit in the first half of the year [50] Question: Is there a plan to monetize the Unimos stake? - Management is exploring options to find the best benefit for shareholders, including potential negotiations to dispose of remaining shares [52]