Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
IMOS
HOLDFLAGChipMOS TECHNOLOGIES INC. · Technology · Taiwan · $2.3B · Avg Vol: $7M/d
ChipMOS is a leading OSAT (Outsourced Semiconductor Assembly and Test) provider in Taiwan, specializing in memory and display driver packaging. While it sits within the semiconductor supply chain, its packaging capabilities are focused on mature, lower-margin consumer applications rather than the high-end CoWoS packaging that defines the current AI bottleneck.
COMPANY DESCRIPTION
ChipMOS TECHNOLOGIES INC. is a leading independent provider of semiconductor assembly and test (OSAT) services, specializing in memory and mixed-signal integrated circuits. The company's competitive advantage lies in its advanced packaging and testing technologies, cost-effective solutions, and robust relationships within the global semiconductor supply chain, particularly for DRAM, SRAM, and Flash memory products.
FINANCIAL SUMMARY
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 23.5B | 21.4B | 22.7B | 23.9B | 0.6% |
| EPS | 92.80 | 54.20 | 39.00 | 14.00 | -46.8% |
| Shares | 727M | 727M | 727M | 695M | -4.4% |
| Debt | 14.9B | 16.0B | 15.2B | 16.3B | 3.1% |
| Equity | 24.6B | 24.8B | 25.1B | 24.0B | -0.9% |
| Op CF | 8.6B | 6.6B | 5.9B | 4.0B | -22.6% |
| Inv CF | -5.1B | -3.1B | -615M | -3.7B | — |
| Fin CF | 417M | -1.1B | -2.5B | -607M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of IMOS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| IMOS | ChipMOS TECHNOLOGIES INC.(you) | $2.3B | 54 | HOLD |
| 4919.TW | Nuvoton Technology Corporation | $2.6B | 57 | HOLD |
| 4979.TWO | LuxNet Corporation | $2.8B | 59 | HOLD |
| 3680.TWO | Gudeng Precision Industrial Co., Ltd. | $1.7B | 58 | HOLD |
| 3374.TWO | Xintec Inc. | $2.2B | 64 | HOLD |
| 6548.TWO | Chang Wah Technology Co., Ltd. | $2.0B | 66 | BUY |
| 2329.TW | Orient Semiconductor Electronics, Limited | $1.3B | 58 | HOLD |
| 6526.TW | Airoha Technology Corp. | $3.5B | 63 | HOLD |
| HIMX | Himax Technologies, Inc. | $3.6B | 42 | HOLD |
| 8112.TW | Supreme Electronics Co., Ltd. | $1.5B | 67 | BUY |
Peer medians: ROE 7.6% · P/E 34.1x · Gross margin 24.0%