Chipmos Technologies, Inc. · TWSE:8150

Chipmos Technologies — Q2 2026 Earnings Presentation

19 slides from Chipmos Technologies's earnings presentation, Aug 11, 2026

  1. Slide 1: 2Q26 Results Conference

    August 2026 Industry Leading Provider of Outsourced Semiconductor Assembly, Test & Bumping Services 2Q26 Results Conference Exhibit 99.2

  2. Slide 2: Safe Harbor Notice

    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, amon

  3. Slide 3: Agenda

    Agenda Welcome 2Q26 Operating Results S.J. Cheng 2Q26 Financial Results Silvia Su Business Outlook S.J. Cheng Q&A

  4. Slide 4: 2Q26 Operating Results

    2Q26 Operating Results 4 @, ChipMos

  5. Slide 5: Revenue & Gross Margin

    Revenue: NT$7,383.1M (QoQ: +6.5%, YoY: +28.7%) Gross Margin: 18.0% (QoQ: +4.2ppts, YoY: +11.4ppts) Revenue & Gross Margin 5

  6. Slide 6: Utilization Rate

    Utilization Rate 6 2Q26: 78% 1Q26: 84% 2Q25: 64% 2Q26: 65% 1Q26: 67% 2Q25: 63% 2Q26: 69% 1Q26: 58% 2Q25: 66% 2Q26: 72% 1Q26: 71% 2Q25: 65% 2Q26: 74% 1Q26: 68% 2Q25: 67%

  7. Slide 7: 2Q26 Revenue Breakdown

    2Q26 Revenue Breakdown Product Manufacturing Site

  8. Slide 8: Revenue Breakdown - Memory

    Revenue Breakdown - Memory 8 2Q26: 51.0% (QoQ: +6.7%, YoY: +46.7%)

  9. Slide 9: Revenue Breakdown - DDIC + Gold Bump

    Revenue Breakdown - DDIC + Gold Bump 9 2Q26: 39.2% (QoQ: +7.1%, YoY: +14.1%)

  10. Slide 10: Revenue Breakdown - End Market

    Revenue Breakdown - End Market 10 DDIC & Gold bump Memory & Mixed-signal Content Performance of 2Q26 Smart Mobile TV Computing Auto/Industrial Consumer Smart phone Wearable Watch, TWS UHD/4K/8K TV OLED TV NB/Tablet PC / Server SSD In-car infotainment ADAS / sensor Game, DSC, STB Smart speaker E-pape

  11. Slide 11: 2Q26 Financial Results

    2Q26 Financial Results 4 @, ChipMos

  12. Slide 12: Consolidated Operating Results Summary

    Consolidated Operating Results Summary

  13. Slide 13: Consolidated Statements of Comprehensive Income

    Consolidated Statements of Comprehensive Income Note (1) : YoY: Difference mainly due to the decrease of foreign exchange loss of NT$685M and the positive impact on valuation of financial assets at fair value through profit or loss of NT$80M from the loss on valuation of financial assets at fair val

  14. Slide 14: Consolidated Statements of Financial Position & Key Indices

    Consolidated Statements of Financial Position & Key Indices

  15. Slide 15: Consolidated Statements of Cash Flows

    Consolidated Statements of Cash Flows Notes : Free cash flow was calculated by adding depreciation, amortization, interest income together with operating profit and then subtracting CapEx, interest expense, income tax expense and dividend from the sum. (2) Difference mainly due to the increase of Ca

  16. Slide 16: Capital Expenditures & Depreciation

    Capital Expenditures & Depreciation 16 CapEx: NT$2,380.2M Depreciation: NT$1,218.1M

  17. Slide 17: Business Outlook

    Business Outlook 47 @, ChipmMos

  18. Slide 18: Market & Business Outlook

    Market & Business Outlook Expect better 2H26 than 1H26 led by Memory demand Visibility currently extends through 2026 Focus on optimizing product mix, controlling operating costs and monetizing lower UT level assets Memory: Momentum expected to be better than DDIC led by customers’ re-stocking and s

  19. Slide 19: www.chipmos.com

    A www.chipmos.com 19 @, ChipmMos

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