Positive
Seeking Alpha
22 days ago
What To Do After ChipMOS Reported Q4 Results
ChipMOS (IMOS) reported strong Q4 results, with revenue up 7.1% Y/Y and gross profit doubling sequentially, driving shares to a 52-week high. IMOS benefits from robust memory demand, rising utilization rates, and tight supply conditions, positioning it well amid AI-driven market trends. Risks include potential weakness in the auto sector, which accounts for 25.9% of revenue, but current utilization rates remain historically strong.