Chipmos Technologies, Inc. · TWSE:8150

Chipmos Technologies — Q4 2025 Earnings Presentation

20 slides from Chipmos Technologies's earnings presentation, Feb 24, 2026

1. Slide 1: Industry Leading Provider of Outsourced Semiconductor Assembly, Test & Bumping Services

   Industry Leading Provider of Outsourced Semiconductor Assembly, Test & Bumping Services 4Q25 & Full Year Results Conference February 2026

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, am

3. Slide 3: Agenda

   Agenda  Welcome  4Q25/FY2025 Operating Results S.J. Cheng  4Q25/FY2025 Financial Results Silvia Su  Business Outlook S.J. Cheng  Q&A 3

4. Slide 4: 4Q25/FY2025 Operating Results

   4Q25/FY2025 Operating Results 4

5. Slide 5: Revenue & Gross Margin

   Revenue & Gross Margin  4Q25  Revenue: NT$6,521.1M (QoQ: +6.1%, YoY: +20.8%)  Gross Margin: 14.3% (QoQ: +1.9ppts, YoY: +4.8ppts)  FY2025  Revenue: NT$23,932.9M (YoY: +5.5%)  Gross Margin: 10.8% (YoY: -2.2ppts) 5

6. Slide 6: Utilization Rate

   Utilization Rate 4Q25: 65% 4Q25: 75% 4Q25: 60% 4Q25: 53% 4Q25: 65% 3Q25: 70% 3Q25: 68% 3Q25: 67% 3Q25: 57% 3Q25: 66% 4Q24: 61% 4Q24: 54% 4Q24: 65% 4Q24: 54% 4Q24: 59% 6

7. Slide 7: 4Q25 Revenue Breakdown

   4Q25 Revenue Breakdown Product Manufacturing Site 7

8. Slide 8: Revenue Breakdown － Memory

   Revenue Breakdown － Memory  4Q25: 49.9% (QoQ: +7.9%, YoY: +55.3%) 8

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

   Revenue Breakdown － DDIC + Gold Bump  4Q25: 40.2% (QoQ: +2.6%, YoY: -4.9%) 9

10. Slide 10: Revenue Breakdown － End Market

    Revenue Breakdown － End Market Content Performance of 4Q25 Smart Mobile TV Computing Auto/Industrial Consumer  Smart phone  UHD/4K/8K TV  PC / Server  In-car infotainment  Game, DSC, STB  Wearable  OLED TV  SSD  ADAS / sensor  Smart speaker  Watch, TWS  NB/Tablet  E-paper, Internet Note

11. Slide 11: 4Q25/FY2025 Financial Results

    4Q25/FY2025 Financial Results 11

12. Slide 12: Consolidated Operating Results Summary

    Consolidated Operating Results Summary 4Q25 3Q25 4Q24 (NT$ Millions) Revenue 6,521.1 6,143.7 5,399.6 Profit Attributable to the Company 499.7 352.2 232.2 EPS Attributable to the Company - Basic (NT$) 0.72 0.50 0.32 (1) Earnings per ADS equivalent - Basic (US$) 0.46 0.32 0.20 Depreciation & Amortizat

13. Slide 13: Consolidated Statements of Comprehensive Income

    Consolidated Statements of Comprehensive Income Selected Items from Consolidated Statements of Comprehensive Income (NT$ Millions) 4Q25 3Q25 QoQ 4Q24 YoY Revenue 6,521.1 6,143.7 6.1% 5,399.6 20.8% Gross Profit 935.5 759.7 23.1% 514.8 81.7% Gross Margin 14.3% 12.4% 1.9ppts 9.5% 4.8ppts Operating Expe

14. Slide 14: Consolidated Statements of Comprehensive Income

    Consolidated Statements of Comprehensive Income Selected Items from Consolidated Statements of Comprehensive Income (NT$ Millions) FY25 FY24 YoY Revenue 23,932.9 22,695.9 5.5% Gross Profit 2,592.4 2,944.1 -11.9% Gross Margin 10.8% 13.0% -2.2ppts Operating Expenses (1,688.5) (1,770.1) -4.6% Operating

15. Slide 15: Consolidated Statements of Financial Position & Key Indices

    Consolidated Statements of Financial Position & Key Indices Selected Items from Consolidated Statements of Financial Position 4Q25 3Q25 4Q24 (NT$ Millions) Amount % Amount % Amount % Current Assets 25,147.3 55.4% 23,067.2 53.7% 23,643.5 52.1% Non-current Assets 20,205.1 44.6% 19,878.4 46.3% 21,736.3

16. Slide 16: Consolidated Statements of Cash Flows

    Consolidated Statements of Cash Flows FY25 FY24 (NT$ Millions) Cash and Cash Equivalents at Beginning of Period 15,219.0 12,354.0 Net Cash Generated from (used in) Operating Activities 3,996.4 5,940.6 Net Cash Generated from (used in) Investing Activities (3,739.4) (615.1) Net Cash Generated from (u

17. Slide 17: Capital Expenditures & Depreciation

    Capital Expenditures & Depreciation  4Q25  CapEx: NT$1,710.8M  Depreciation: NT$1,244.3M  FY2025  CapEx: NT$3,666.1M  Depreciation: NT$5,100.7M 17

18. Slide 18: Business Outlook

    Business Outlook 18 @. ChipMoS

19. Slide 19: Market & Business Outlook

    Market & Business Outlook  Surging demand for memory solutions from Datacenter and AI-related applications continues to drive sustained long-term growth  Expect normal seasonal patterns in 2026, with Q1 impacted by fewer working days, and 2H26 stronger than 1H26  Maintain highly disciplined appro

20. Slide 20: Q&A

    Q&A www.chipmos.com 20 ©@, ChipMos

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