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]

Financial Data and Key Metrics Changes - Q1 2020 revenue increased by 25% compared to Q1 2019, reaching $184.7 million, marking the highest level in five years [9][21] - Gross profit rose by 90% year-over-year and was up 0.3% compared to Q4 2019, with a gross margin of 22.7% [9][20] - Net earnings surged by 233% year-over-year to $23.6 million, with net earnings per share of $0.03 [9][22] - Overall utilization rate improved to 79% in Q1 2020 from 70% in Q1 2019 and 76% in Q4 2019 [9][11] Business Line Data and Key Metrics Changes - Memory products accounted for 42.1% of total Q1 revenue, up from 39.2% in Q4 2019, with DRAM and NAND flash driving growth [12] - Revenue from DRAM and end-to-end products represented about 30.1% of total Q1 revenue, while NAND flash contributed approximately 22% [12] - The assembly product line contributed around 26% to total revenue, with driver IT-related products increasing to 47.4% of total Q1 revenue [12][13] Market Data and Key Metrics Changes - Revenue from smart mobile devices represented about 36% of total Q1 revenue, while the TV category accounted for 19% and consumer electronics for 22% [13] - Demand for computing products, driven by work-from-home trends, contributed significantly to revenue growth [10][41] Company Strategy and Development Direction - The company is focusing on automation improvements and maintaining a strong balance sheet while reducing capital expenditures to navigate the uncertain market [10][14] - There is a positive outlook for memory products, with expectations for stable demand in cloud storage and gaming, while the LCD driver market faces uncertainty [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining strong performance in the first half of 2020, with expectations for revenue growth of over 20% compared to the same period last year [39] - The company anticipates a conservative approach to capital expenditures, targeting less than 20% of total revenue for the year [30] Other Important Information - The company reported a significant increase in cash and cash equivalents, reaching $248.3 million by the end of Q1 2020 [24] - A senior executive, Lafair Cho, will retire effective July 1, 2020, transitioning responsibilities to newly appointed executives [17] Q&A Session Summary Question: Can the company maintain high revenue levels through the rest of 2020? - Management indicated that the first half of 2020 looks promising, but expects a slight decline in May and June, with a conservative outlook for the second half [28] Question: What is the expected CapEx for the second half of the year? - Management stated that CapEx is expected to be less than 20% of total revenue for the year, down from around 25% in previous years [30] Question: How much of the revenue growth is from higher ASPs versus unit growth? - Management noted that revenue growth is driven by both higher average selling prices and increased unit sales, particularly in the LCD driver and memory segments [31][32] Question: Are there opportunities for increasing prices? - Management acknowledged potential for price increases in memory products but not in the LCD driver segment at this time [34] Question: Is the company maintaining normal inventory levels during the pandemic? - Management confirmed an increase in material inventory to support customers due to transportation and logistics challenges [50] Question: How is the Shanghai operation performing? - Management reported improved performance in the Shanghai operation, attributing it to support from YMTC and expected benefits from the new shareholder structure [60][53]

Table of Contents As filed with the Securities and Exchange Commission on April 23, 2020 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COM ...

ChipMOS TECHNOLOGIES INC. (NASDAQ:IMOS) Q4 2019 Results Earnings Conference Call March 10, 2020 8:00 AM ET Company Participants David Pasquale - Global IR Partners Shih-Jye Cheng - Chairman, CEO & President Silvia Su - VP of Finance & Accounting Management Center Jesse Huang - VP, Strategy & Investor Relations, Spokesperson Conference Call Participants Scott Bishins - Caffeine Holdings Vipul Sagar - Blash Capital Operator Good day, and welcome to the ChipMOS Technologies Fourth Quarter Full Year 2019 Result ...

Financial Data and Key Metrics Changes - The company achieved total revenue of $173.9 million in Q3 2019, representing a 10.1% increase compared to Q2 2019 [12][13] - Gross margin improved to 21.4% in Q3 from 17.1% in Q2, marking a 4.3 percentage point increase [7][13] - Net profit attributable to the company was $18.9 million in Q3, with net earnings of $0.52 per basic ADS [12][14] Business Line Data and Key Metrics Changes - Revenue from Flash products grew by 22.5% in Q3 compared to Q2, accounting for approximately 31% of total Q3 revenue [9] - DRAM product revenue increased by 10.8% compared to Q2, representing about 17% of total Q3 revenue [9] - TDDI revenue remained flat in Q3 compared to Q2, but TDDI demand helped offset softening TV demand [10] Market Data and Key Metrics Changes - Overall capacity utilization was about 74% in Q3, slightly down from 75% in Q2, with key testing business utilization increasing to 74% from 69% [8] - Memory product revenue represented about 38.5% of total Q3 revenue [8] - The company noted strong customer demand levels in most areas, expecting this trend to continue into Q4 [7] Company Strategy and Development Direction - The company aims for organic revenue growth of 8% per year and targets a gross margin of 17% to 22% [23] - CapEx is set at 20% to 25% of annual revenue, with plans to reserve a portion for processing or building new facilities due to full occupancy [23] - The company is focusing on automation and AI to enhance efficiency and gross margin while maintaining headcount [38] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for Q4 based on strong customer demand and a solid market position, with October revenue reported to be 8.2% higher than September [30] - The company is cautiously confident about DDIC revenue in Q4 despite soft TV demand [11] - Management indicated that they are benefiting from the recovery in the Flash business and expect continued growth in NAND flash revenue [10] Other Important Information - The company paid a cash dividend of NT$1.2 per common share on August 30, translating to $0.764 per ADS [7] - Free cash flow for Q4 is expected to be negative, ranging from $5 million to $10 million [43] Q&A Session Summary Question: What will CapEx be in Q4? - CapEx for Q4 is expected to be around $55 million [22] Question: Is there a bullish outlook for TDDI? - The company is performing better than competitors and sees steady demand in Flash memory and DRAM [25] Question: How is the relationship with Micron? - The company is regaining business from Micron as they bounce back [27] Question: What is the expected dividend payout ratio for next year? - The target payout ratio is set at 50% to 60% of earnings [32] Question: What is the situation in China regarding facilities? - The Shanghai facility is improving, and the company is providing services to DRAM customers there [34]

Q3'19 Financial Performance - Q3'19 revenue reached 5,399.1 million NTD, showing a 10.1% QoQ growth and a 7.9% YoY growth[6] - Q3'19 gross margin rate was 21.4%, an increase of 4.3 percentage points[6] - Profit attributable to the company in Q3'19 was 585.9 million NTD[18] - Basic EPS attributable to the company was 0.81 NTD[18] - Q3'19 EBITDA was 1,739.0 million NTD[19] - Q3'19 CapEx was 1,847.9 million NTD, with 70% allocated to DDIC test capacity and 12" fine pitch COF assembly capacity[26] Revenue Breakdown - Memory IC accounted for 38.5% of Q3'19 revenue[13] - DDIC & Au Bump accounted for 47.1% of Q3'19 revenue[16] Business Outlook - For small panels (smartphones), strong demand is led by TDDI continuously penetrating to HD grade panels, and OLED is emerging[30] - For large panels (TV), demand is softer due to high panel inventory levels[30]