HSINCHU, Sept. 19, 2024 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 andNasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), today announced that it will present to institutional investors at the UBS Taiwan Summit 2024, at the W Taipei Hotel, on Wednesday, September 25, 2024.Management from the Company, including Jesse Huang, Senior Vice President of Strategy and Investor Relations, will ...

HSINCHU, Sept. 12, 2024 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 andNasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), today announced that it will present to institutional investors at Yuanta Securities' Q3 2024 Investment Forum, at the Regent Hotel Taipei, on Thursday, September 19, 2024.Management from the Company, including Jesse Huang, Senior Vice President of Strategy and Inve ...

HSINCHU, Sept. 10, 2024 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 andNasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), today reported its unaudited consolidated revenue for the month of August 2024. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$31.95 to US$1.00 as of August 30, 2024.Revenue for the month of August 2024 was NT$2,115.8 millio ...

财务数据和关键指标变化 - 2Q 2024 收入同比增长6.7%,环比增长7.2% [10] - 2Q 2024毛利润同比下降5.8%,毛利率为14%,环比下降0.2个百分点 [20][22] - 2Q 2024营业利润同比下降3.2个百分点,环比下降0.3个百分点 [20][22] - 2Q 2024净利润同比下降28.3%,环比增长2.9% [21][24] - 2Q 2024 EBITDA为15.58亿台币 [19] - 2Q 2024 ROE为7.2% [19] 各条业务线数据和关键指标变化 - 存储器产品占2Q 2024总收入的37.2%,同比增长17.6% [13] - DRAM收入同比下降5% [13] - Flash收入同比增长7.3%,其中NOR Flash增长超过30% [13] - 驱动IC和金线球收入占2Q 2024总收入的52.6%,同比持平,环比增长11.3% [14] - 汽车面板占2Q DDIC收入的26% [15] - TDDI占2Q DDIC收入的17.8%,OLED占23.8%,环比增长13.6% [15] 各个市场数据和关键指标变化 - 汽车和工业市场占2Q 2024收入的23.3%,环比增长14.7% [16] - 电视面板市场占2Q 2024收入的18.7%,环比增长27.7% [16] - 智能手机市场占2Q 2024收入的35.6%,环比持平 [16] - 计算机市场占2Q 2024收入的3.6%,环比增长15.3% [16] - 消费电子市场占2Q 2024收入的18.8%,环比持平 [16] 公司战略和发展方向及行业竞争 - 公司持续提升产品组合向高增长高毛利的领域转移,并进行相应的资本支出投入 [33] - 公司计划在下半年投资于内存测试平台,以满足DDR4和DDR5升级的需求 [32] - 公司计划收购一家位于台南的闲置工厂,以扩大汽车面板和OLED的测试产能 [32] - 公司持续专注于提升质量、优化运营和提高竞争力,包括提高高端产品如OLED、汽车面板和高端电视的渗透率 [43] - 公司预计将从欧美品牌对产品质量的更高要求中获益 [43] 管理层对经营环境和未来前景的评论 - 公司对进入Q3持谨慎乐观态度,预计下半年业务动能将有所改善 [29] - 存储器产品保持稳定势头,受益于客户补库存 [30] - DDIC产品受益于汽车面板和OLED需求稳定,以及客户为新手机发布补库存 [31] - 公司预计H2毛利率将优于H1,通过控制电力成本等措施来改善成本结构 [39] 其他重要信息 - 2Q 2024总资产为454.35亿台币,总负债为209.19亿台币,总权益为245.16亿台币 [25] - 2Q 2024经营活动产生的净现金流入为14.33亿台币,较2023年同期减少5.17亿台币 [26] - 2Q 2024资本支出为8.58亿台币,主要用于驱动IC、组装和测试 [27] - 截至2024年7月31日,公司发行的ADS约为420万单位,占总股本的11.6% [27] - 公司于7月19日派发每股1.8台币的现金股利 [34] 问答环节重要的提问和回答 问题1 **Anthony Liu 提问** 为什么在利用率上升的情况下,毛利率仍然下降? [36] **Silvia Su 回答** 2Q 2024毛利率受到电力成本、黄金价格上涨和薪资加班费增加的影响 [37] 问题2 **Anthony Liu 提问** 公司是否维持之前提到的上下半年收入比例47:53,以及下半年毛利率目标? [38] **SJ Cheng 回答** 公司预计下半年业务动能将有所改善,收入比例接近之前提到的47:53,并将通过控制电力成本等措施来提升下半年毛利率 [39] 问题3 **Anthony Liu 提问** 公司未来折旧费用的走势如何,以及在DDIC OSAT竞争(包括中国)方面的优势和应对措施? [40] **Silvia Su 回答** 按1Q 2024为基准,预计后续每季度折旧费用将增加1%-4% [41] **SJ Cheng 回答** 公司一直关注行业竞争,专注于提供优质的OSAT产品和服务,包括提高高端产品如OLED、汽车面板和高端电视的渗透率,并预计将从欧美品牌对产品质量的更高要求中获益 [42][43]

Industry Leading Provider of Outsourced Semiconductor Assembly, Test & Bumping Services 2Q24 Results Conference August 2024 Safe Harbor Notice This presentation contains certain forward-looking statements. These forward-looking statements may be identified by words such as 'believes,' 'expects,' 'anticipates,' 'projects,' 'intends,' 'should,' 'seeks,' 'estimates,' 'future' or similar expressions or by discussion of, among other things, strategies, goals, plans or intentions. These statements may include fin ...

7.2% Increase in 2Q24 Revenue Compared to 1Q245.8% Increase in 2Q24 Gross Profit Compared to 1Q24Overall Utilization Rate Increased to 69% from 63% in 1Q24Net Earnings Increased to NT$0.62 per Basic Common Share Compared to NT$0.60 per Basic Common Share in 1Q24Strong Financial Position and Liquidity with NT$14,651.9 Million or US$451.5 Million Balance of Cash and Cash EquivalentsDistributed Cash Dividend of NT$1.8 per Common Share on July 19, 2024 and US$1.098 per ADS on July 26, 2024HSINCHU, Aug. 13, 2024 ...

HSINCHU, Aug. 9, 2024 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 andNasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), today reported its unaudited consolidated revenue for the month of July 2024. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$32.69 to US$1.00 as of July 31, 2024.Revenue for the month of July 2024 was NT$2,063.4 million or US$ ...

HSINCHU, July 10, 2024 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 andNasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), today announced that it will report second quarter 2024 results and host a conference call after the close of trading on the Taiwan Stock Exchange on Tuesday, August 13, 2024.Investors and analysts are encouraged to participate using the dial-in phone number noted be ...

HSINCHU, July 10, 2024 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 andNasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), today reported its unaudited consolidated revenue for the month of June 2024 and for the second quarter ended June 30, 2024. All U.S. dollar figures cited in this press release are based on the exchange rate of NT$32.45 to US$1.00 as of June 28, 2024. Revenue for the ...

HSINCHU, June 12, 2024 /PRNewswire-FirstCall/ -- ChipMOS TECHNOLOGIES INC. ("ChipMOS" or the "Company") (Taiwan Stock Exchange: 8150 andNasdaq: IMOS), an industry leading provider of outsourced semiconductor assembly and test services ("OSAT"), announced shareholders approved a cash dividend distribution from earnings of NT$1.80 per common share or approximately US$1.11 per ADS. The dividend, which the Company's Board previously declared on February 22, 2024, was approved by shareholders at the Company's AG ...