ChipMOS TECHNOLOGIES INC.

NASDAQ•IMOS

CEO: Mr. Shih-Jye Cheng

板块: Technology

行业: Semiconductors

上市日期: 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.

联系方式

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

886-3-577-0055

www.chipmos.com

市值

$1.37B

市盈率 (TTM)

89.7

股息率

2.0%

52周最高

$45.43

52周最低

$12.78

52周范围

80%

排名31Top 21.6%

5.0

F-Score

改良版 Piotroski 分析

基于 10 年期基本面

一般 • 5 / 9 分

评分区间 (0-9)

8-9: 价值优异

6-7: 基本面强劲

4-5: 整体稳健

0-3: 表现疲弱

数据范围: 2016-2025

财务仪表盘

Q4 2025 数据

营业收入

$214.48M+0.00%

近4季度走势

每股收益

$0.46+0.00%

近4季度走势

自由现金流

$31.38M+0.00%

近4季度走势

2024 Annual 财报亮点

核心亮点

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.

关注风险

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.

前瞻展望

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.

同行对比

营业收入 (TTM)

ADTN

$1.08B

+17.5%

ICHR

$947.65M

+11.6%

IMOS

$774.75M

+41.0%

毛利率 (最新季度)

APPS

91.9%

+1.9pp

AIP

90.8%

-0.2pp

CEVA

88.1%

+2.6pp

关键指标

股票代码	市值	市盈率 (TTM)	净资产收益率 (TTM)	负债率
ICHR	$1.51B	-28.3	-7.7%	19.7%
SKYT	$1.40B	11.8	99.2%	30.4%
IMOS	$1.37B	89.7	2.1%	36.0%

长期趋势

近4季度

营业收入

净利润

经营现金流

4季度营收复合增长率

8.4%

稳定增长

4季度净利润复合增长率

44.5%

盈利能力强劲提升

现金流稳定性

75%

现金流波动较大

深度研究

下次财报:2026年5月11日

每股收益:-

营业收入:-

财务数据

电话会议

财务报告

新闻

利润表

资产负债表

现金流量表

财务比率

变化率

利润表	过去12个月

无数据