filecrux
Oct 8, 10:24 AM
$IMOS (ChipMOS, Taiwan chip assembly and test house) booked record Q3 revenue of NT
$8,400.8M, but September's NT
$2,792.0M was up only 0.2% from August and still below July's NT
$2,823.0M. Monthly sales have sat near NT
$2.8B since July, so the 13.8% gain over Q2's NT
$7,383.1M came from a July step-up, not a rising trend. Other side: Q3 is +36.7% YoY and the company says AI demand outpaces memory supply, with new capacity tied to customer forecasts and long-term supply agreements. Next: Q3 profit and margin vs Q2's 18%; no date set.
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