Chipmos Technologies, Inc. · TWSE:8150
Chipmos Technologies — 4Q25 and FY2025 Earnings Presentation
20 slides from Chipmos Technologies's earnings presentation, Feb 24, 2026
Slide 1: 4Q25 & Full Year Results Conference
February 2026 Industry Leading Provider of Outsourced Semiconductor Assembly, Test & Bumping Services 4Q25 & Full Year Results Conference Exhibit 99.2
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
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
Slide 4: 4Q25/FY2025 Operating Results
4 4Q25/FY2025 Operating Results
Slide 5: 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) Revenue & Gross Margin 5
Slide 6: Utilization Rate
Utilization Rate 6 4Q25: 75% 3Q25: 68% 4Q24: 54% 4Q25: 53% 3Q25: 57% 4Q24: 54% 4Q25: 60% 3Q25: 67% 4Q24: 65% 4Q25: 65% 3Q25: 66% 4Q24: 59% 4Q25: 65% 3Q25: 70% 4Q24: 61%
Slide 7: 4Q25 Revenue Breakdown
4Q25 Revenue Breakdown Product Manufacturing Site
Slide 8: Revenue Breakdown - Memory
Revenue Breakdown － Memory 8 4Q25: 49.9% (QoQ: +7.9%, YoY: +55.3%)
Slide 9: Revenue Breakdown - DDIC + Gold Bump
Revenue Breakdown － DDIC + Gold Bump 9 4Q25: 40.2% (QoQ: +2.6%, YoY: -4.9%)
Slide 10: Revenue Breakdown - End Market
Revenue Breakdown － End Market 10 DDIC & Gold bump Memory & Mixed-signal Content Performance of 4Q25 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
Slide 11: 4Q25/FY2025 Financial Results
11 4Q25/FY2025 Financial Results
Slide 12: Consolidated Operating Results Summary
Consolidated Operating Results Summary
Slide 13: Consolidated Statements of Comprehensive Income
Consolidated Statements of Comprehensive Income Note (1) : QoQ: Difference mainly due to the increase of share of loss of associates accounted for using equity method of NT$99M. YoY: Difference mainly due to the increase of share of loss of associates accounted for using equity method of NT$110M, th
Slide 14: Consolidated Statements of Comprehensive Income
Consolidated Statements of Comprehensive Income Note (1): Difference mainly due to the adverse impact on the foreign exchange of NT$703M from the foreign exchange gains of NT$243M in 2024 to the foreign exchange losses of NT$460M in 2025, the adverse impact on share of associates accounted for using
Slide 15: Consolidated Statements of Financial Position & Key Indices
Consolidated Statements of Financial Position & Key Indices
Slide 16: 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 a reduction in Cap
Slide 17: Capital Expenditures & Depreciation
Capital Expenditures & Depreciation 17 4Q25 CapEx: NT$1,710.8M Depreciation: NT$1,244.3M FY2025 CapEx: NT$3,666.1M Depreciation: NT$5,100.7M
Slide 18: Business Outlook
Business Outlook 18 @, ChipMOoS
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 approach to
Slide 20: www.chipmos.com
www.chipmos.com 20 @, ChipMOoS
Chipmos Technologies — 4Q25 and FY2025 Earnings Presentation on 6ix