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]

Summary of Amkor Technology (AMKR) FY Conference Call - May 13, 2025 Company Overview - Amkor Technology is an OSAT (Outsourced Semiconductor Assembly and Test) company providing services to semiconductor firms across automotive, communications, computing, and consumer markets [2][4] Key Strategic Pillars - **Advanced Packaging Technologies**: Focus on next-generation packaging solutions [3] - **Geographical Diversity**: Manufacturing footprint across eight countries, with plans to expand to nine [4] - **Customer Partnerships**: Close collaboration with leading market customers to support product adoption [3] Financial Performance - Q1 revenue was $1.32 billion, with Q2 projected at $1.425 billion [5] - The company is cautious about confirming second-half guidance due to trade and tariff uncertainties [10] Market Dynamics - **Communications Segment**: Positive momentum with socket regain expected, contributing to revenue recovery [10][15] - **Computing Segment**: Anticipated growth driven by AI applications and advanced packaging technologies [20][34] - **Automotive and Industrial**: Growth expected in advanced automotive segments like ADAS and infotainment, though legacy devices face inventory challenges [12][39] Pricing Environment - Competitive pricing in mainstream products due to high OSAT provider presence, while advanced packaging pricing remains stable [13][14] Customer Relationships - Significant revenue exposure to a major customer, with a focus on maintaining and expanding market share [17][18] - Long-term partnership opportunities with customers transitioning to new architectures [27][28] Growth Drivers - **AI and Data Center Applications**: Growth in 2.5D and RDL technologies, with a strong pipeline for future products [20][26] - **ARM-based CPUs**: Increasing adoption in data centers and PCs, driven by power efficiency [34][36] Testing Business Expansion - Plans to expand testing capabilities in Korea, focusing on turnkey solutions [46][49] Gross Margin and Utilization - Current gross margin impacted by ramping up the Vietnam facility, with expectations to return to 20% as utilization improves [50][52] Future Facilities and Investments - Groundbreaking for a new U.S. facility planned for the second half of 2025, with operations expected to start in 2027 [56][57] - $400 million grant from the government under the CHIPS Act to support the Arizona fab project [57][58] Conclusion - Amkor Technology emphasizes its strategic pillars of technology, geographical diversity, and customer collaboration as key differentiators in the semiconductor industry [69]

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]

Core Viewpoint - ChipMOS Technologies Inc. reported a decrease in revenue for April 2025, reflecting broader industry trends [2][3]. Financial Performance - Revenue for April 2025 was NT$1,860.8 million (US$58.2 million), a decrease of 8.4% from March 2025 and a decrease of 0.4% from April 2024 [2][3]. - The month-over-month revenue change was from NT$2,031.6 million in March 2025 to NT$1,860.8 million in April 2025 [3]. Company Overview - ChipMOS is a leading provider of outsourced semiconductor assembly and test services (OSAT) with advanced facilities in Taiwan [4]. - The company serves fabless semiconductor companies, integrated device manufacturers, and independent semiconductor foundries across various end markets globally [4].