Group 1 - Amkor Technology, Inc. (NASDAQ:AMKR) reached a new record high of $38.22 during intra-day trading, closing up 17.22% at $37.84 due to bullish coverage from an investment firm [1] - Aletheia Capital initiated coverage on Amkor with a "buy" recommendation and a price target of $62, indicating a 64% upside potential from its latest closing price [2] - In the third quarter, Amkor reported a net income of $127 million, a 3% increase from $123 million year-on-year, with net sales growing by 6.7% to $1.987 billion from $1.862 billion [3] Group 2 - For the fourth quarter, Amkor expects net income between $95 million to $120 million, translating to diluted earnings per share of $0.38 to $0.48, with net sales projected to be between $1.775 billion to $1.875 billion [4]

Core Points - ChipMOS TECHNOLOGIES INC. will report its third quarter 2025 results on November 11, 2025, after the close of trading on the Taiwan Stock Exchange [1] - A conference call will be held at 3:00 PM Taiwan time (2:00 AM New York time) for investors and analysts to participate [2] - The company is recognized as a leading provider of outsourced semiconductor assembly and test services, with advanced facilities in Taiwan [3] Company Overview - ChipMOS is an industry leader in outsourced semiconductor assembly and test services, serving fabless semiconductor companies, integrated device manufacturers, and independent semiconductor foundries [3] - The company has a strong track record of excellence and innovation, operating in key science parks in Taiwan [3] Financial Performance - ChipMOS reported a 10.5% year-over-year increase in revenue for September 2025, with a 7.1% quarter-over-quarter revenue increase for the third quarter of 2025 [7]

Core Insights - ChipMOS TECHNOLOGIES INC. reported unaudited consolidated revenue for September 2025 and the third quarter ended September 30, 2025, highlighting its position as a leading provider of outsourced semiconductor assembly and test services [1] Revenue Performance - Revenue for the third quarter of 2025 was NT$6,143.7 million (US$201.7 million), marking a 7.1% increase from the second quarter of 2025 and a 1.2% increase from the third quarter of 2024 [2][4] - Revenue for September 2025 was NT$2,087.4 million (US$68.5 million), showing a slight decrease of 0.1% from August 2025 but a significant increase of 10.5% from September 2024 [3][4] Market Drivers - The year-over-year revenue growth in September was attributed to stronger customer allocations in growth markets and an upcycle in the memory industry, characterized by favorable pricing and higher volumes [3]

Core Viewpoint - ChipMOS Technologies Inc. has announced a new share repurchase program, reflecting the company's belief that its shares are undervalued and representing a strong investment opportunity [3]. Group 1: Share Repurchase Program - The Board of Directors has authorized a share repurchase program with a total amount of up to NT$480 million (approximately US$15.7 million) [1]. - The company plans to repurchase up to 15 million shares, which is about 2.09% of its issued share capital, at a price range of NT$16.80 to NT$32.00 per share [2]. - The repurchase program will be effective from September 3 to November 2, 2025 [2]. Group 2: Company Overview - ChipMOS is a leading provider of outsourced semiconductor assembly and test services (OSAT) with advanced facilities 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].

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 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][2]. Company Overview - ChipMOS Technologies Inc. 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, known for its excellence and innovation [3]. - ChipMOS provides end-to-end assembly and test services to fabless semiconductor companies, integrated device manufacturers, and independent semiconductor foundries, serving various end markets globally [3]. 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]. - Participants can join via the dial-in number +886-2-3396 1191, with a password of 3300012 [2]. - A webcast and replay will be available on the company's website, and a transcript will be provided in English after the call [2].

Core Viewpoint - ChipMOS TECHNOLOGIES INC. announced a cash dividend of US$0.836 per ADS, which will be distributed on July 25, 2025, after accounting for withholding tax and depositary fees, the net amount will be approximately US$0.640 per ADS [1]. Company Overview - ChipMOS TECHNOLOGIES INC. 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 [3]. - The company has a strong track record of excellence and innovation, providing end-to-end assembly and test services to fabless semiconductor companies, integrated device manufacturers, and independent semiconductor foundries across various end markets globally [3].

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].

Company Overview - Amkor Technology is the largest OSAT (Outsourced Semiconductor Assembly and Test) company headquartered in the U S, with over 55 years of experience [5] - The company plans to break ground on a U S facility in 2025 [5] - Amkor's advanced packaging revenue CAGR (2019-2024) is 16% [5] - In 2024, advanced packaging accounted for 82% of Amkor's revenue [5] - Amkor's 2024 revenue was $6 3 billion, with capital expenditures of $744 million [5] Market and Strategy - The semiconductor market is projected to reach $1 trillion by 2030 [8] - Amkor focuses on industry megatrends such as 5G communications, HPC (High Performance Computing) and AI, automotive electronics, and IoT devices [18] - The company leverages advanced packaging leadership to optimize power, performance, and area [19] - Amkor has a broad geographic footprint with 13 million square feet (1 2M sqm) of manufacturing space [21] Financial Performance - Amkor expects 2025 capital expenditures to be around $850 million [42] - In 2024, Amkor's revenue was $6 318 billion, gross profit was $933 million, and operating income was $438 million [44, 45, 46] - The company's EPS (Earnings Per Share) in 2024 was $1 43 [47] - Amkor's free cash flow in 2024 was $359 million [51]