Chipmos Technologies, Inc. · TWSE:8150

Chipmos Technologies — Q3 2025 Earnings Presentation

19 slides from Chipmos Technologies's earnings presentation, Nov 12, 2025

  1. Slide 1: 3Q25 Results Conference

    November 2025 Industry Leading Provider of Outsourced Semiconductor Assembly, Test & Bumping Services 3Q25 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 3Q25 Operating Results S.J. Cheng 3Q25 Financial Results Silvia Su Business Outlook S.J. Cheng Q&A

  4. Slide 4: 3Q25 Operating Results

    3Q25 Operating Results 4 @, ChipMos

  5. Slide 5: Revenue & Gross Margin

    Revenue: NT$6,143.7M (QoQ: +7.1%, YoY: +1.2%) Gross Margin: 12.4% (QoQ: +5.8ppts, YoY: -1.5ppts) Revenue & Gross Margin 5

  6. Slide 6: Utilization Rate

    Utilization Rate 6 3Q25: 68% 2Q25: 64% 3Q24: 58% 3Q25: 57% 2Q25: 63% 3Q24: 66% 3Q25: 67% 2Q25: 66% 3Q24: 75% 3Q25: 66% 2Q25: 65% 3Q24: 67% 3Q25: 70% 2Q25: 67% 3Q24: 67%

  7. Slide 7: 3Q25 Revenue Breakdown

    3Q25 Revenue Breakdown Product Manufacturing Site

  8. Slide 8: Revenue Breakdown - Memory

    Revenue Breakdown - Memory 8 3Q25: 48.9% (QoQ: +16.0%, YoY: +34.9%)

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

    Revenue Breakdown - DDIC + Gold Bump 9 3Q25: 41.4% (QoQ: -0.6%, YoY: -21.8%)

  10. Slide 10: Revenue Breakdown - End Market

    Revenue Breakdown - End Market 10 DDIC & Gold bump Memory & Mixed-signal Content Performance of 3Q25 Smart Mobile 35.7% (QoQ +2.8%) TV 11.0% (QoQ ~ ) Computing 6.3% (QoQ +64.8%) Auto/Industry 25.1% (QoQ +4.2%) Consumer 21.9% (QoQ +12.9%) Smart phone Wearable Watch, TWS UHD/4K/8K TV OLED TV NB/Tablet

  11. Slide 11: 3Q25 Financial Results

    3Q25 Financial Results 1" @, ChipMOoS

  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) : QoQ: Difference mainly due to the positive impact on the foreign exchange of NT$774M from the foreign exchange losses of NT$690M in 2Q25 to the foreign exchange gains of NT$84M in 3Q25. YoY: Difference mainly due to the positive impact on th

  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 decrease of Ca

  16. Slide 16: Capital Expenditures & Depreciation

    Capital Expenditures & Depreciation 16 CapEx: NT$796.7M Depreciation: NT$1,266.5M

  17. Slide 17: Business Outlook

    Business Outlook 17 @, ChipMOoS

  18. Slide 18: Market & Business Outlook

    Market & Business Outlook Strong memory product demand offsetting pockets of macro softness Focused on higher margin mix improvement, cost controls, monetizing idle assets and prioritizing support for customers Memory: Momentum expected to be better than DDIC led by customers’ re-stocking and solid

  19. Slide 19: www.chipmos.com

    www.chipmos.com 19 @, ChipMos

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