ChipMOS TECHNOLOGIES INC.

NASDAQ•IMOS

CEO: Mr. Shih-Jye Cheng

セクター: Technology

業種: Semiconductors

上場日: 2003-07-03

ChipMOS TECHNOLOGIES INC. engages in the research, development, manufacture, and sale of high-integration and high-precision integrated circuits, and related assembly and testing services in the People's Republic of China, Taiwan, Japan, Singapore, and internationally. It operates through Testing; Assembly; Testing and Assembly for LCD, OLED and Other Display Panel Driver Semiconductors; Bumping; and Others segments. The company provides a range of back-end assembly and testing services, including engineering test, wafer probing, and final test of memory and logic/mixed-signal semiconductors, as well as leadframe-based and organic substrate-based package assembly services for memory and logic/mixed-signal semiconductors; and gold bumping, and testing and assembly services for LCD, OLED, and other panel display driver semiconductors. Its semiconductors are used in personal computers; office automation and consumer electronics; and communications equipment applications. The company was incorporated in 1997 and is headquartered in Hsinchu City, Taiwan.

連絡先情報

No.1, Yanfa 1st Road, Hsinchu Science Park, Hsinchu City, Taiwan

886-3-577-0055

www.chipmos.com

時価総額

$1.33B

PER (TTM)

86.4

45.8

配当利回り

2.0%

52週高値

$45.43

52週安値

$12.78

52週レンジ

76%

順位31Top 21.6%

5.0

F-Score

改良版 Piotroski 分析

10年ファンダメンタル

堅調 • 5 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$214.48M+0.00%

直近4四半期の推移

EPS

$0.46+0.00%

直近4四半期の推移

フリーCF

$31.38M+0.00%

直近4四半期の推移

2024 Annual 決算ハイライト

主なハイライト

Revenue Increased 6% Total revenue reached NT$22.7B (US$692M) in 2024, marking a 6% increase driven by testing and bumping services growth.

Assembly Revenue Strong Growth Assembly services revenue grew 16% to NT$5.39B, primarily due to increased customer demand and sales quantity rising 36%.

Strong Cash Position Maintained Cash and cash equivalents totaled NT$15.22B at year-end 2024, supporting liquidity despite increased capital expenditures of NT$5.45B.

R&D Investment Maintained R&D spending was NT$1.16B in 2024, maintaining investment at 5.1% of total revenue to support advanced technology development.

リスク要因

Net Profit Declined Sharply Profit for the year fell 27% to NT$1.44B in 2024, impacted by lower utilization rates and increased cost of revenue.

Gross Margin Erosion Continues Overall gross profit margin compressed to 13.0% in 2024, as cost of revenue increased faster than revenue growth.

Display Segment Revenue Softness Display panel driver revenue decreased 6% to NT$7.32B due to softness in TV/smartphone demand and customer de-stocking.

High Customer Concentration Risk Reliance on key accounts remains high; top five customers accounted for 60% of total revenue in 2024.

見通し

Strategy Focus on Growth Segments Intends to reinforce leading position by focusing on memory, logic/mixed-signal, OLED, and automotive panel driver semiconductors.

Continued R&D Technology Investment Focus R&D efforts on silver alloy bumping, 1M1P RDL, and advanced COF/COG technologies for higher margins.

Capital Expenditures Remain High Capital expenditures totaled NT$5.45B in 2024, signaling ongoing investment in capacity expansion and technology upgrades.

Share Cancellation Approved Board resolved April 15, 2025, to cancel 10,000 thousand repurchased common shares, impacting outstanding share count.

同業比較

売上高 (TTM)

ADTN

$1.08B

+17.5%

ICHR

$947.65M

+11.6%

IMOS

$774.75M

+41.0%

粗利益率 (最新四半期)

APPS

91.9%

+1.9pp

AIP

90.8%

-0.2pp

CEVA

88.1%

+2.6pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
ICHR	$1.44B	-27.1	-7.7%	19.7%
SKYT	$1.33B	11.2	99.2%	30.4%
IMOS	$1.33B	86.4	2.1%	36.0%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

8.4%

安定成長

4四半期純利益CAGR

44.5%

収益性の大幅な改善

キャッシュフロー安定性

75%

キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年5月11日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし