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← CockpitCompetitor Analysis › 8150.TW ChipMOS Technologies, Inc.Open in the cockpit ↗

ChipMOS Technologies, Inc.8150.TWCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Semiconductors

Taiwan OSAT specializing in packaging and testing display-driver ICs and memory (DRAM/flash) chips.

≈ A memory/display-driver focused AmkorMomentum weak 24
Mkt cap
$1.49B
US dollars, full cap
Free float
82%
of shares outstanding
$/day
$66.9M
20-day average traded
Fwd P/E
12.2×
forward earnings
ROIC−WACC
-2.4 pp
WACC 8.6%
Hurdle
n/a
no reverse DCF
Next earnings
4 days
10 Nov 2026
Close · TWDNT$70.10
1D-7.8%
1W-22.9%
1M-43.5%
3M-15.0%
6M-16.6%
YTD+48.7%
1Y+118.7%
ATR %10.1%
52w lowhigh47.3% off high

What ChipMOS Technologies does

Taiwan OSAT specializing in packaging and testing display-driver ICs and memory (DRAM/flash) chips.

Is paid a fee per chip packaged and tested, so earnings follow customers' volumes and how full its lines are; display-driver chips are its biggest category, which ties it to screen demand. Memory work adds a second customer base.

In one line: A memory/display-driver focused Amkor.

Products and services

  • Display driver IC packaging/testing
  • Memory (DRAM/flash) packaging/testing
  • Bumping services

Customers

  • Display-driver IC designers (Novatek, Himax, etc.)
  • Memory chipmakers

Where it sits in the supply chain

  • Semiconductors
  • Back-end (OSAT)
  • IC packaging & testing

What could go right

  • Display-driver IC demand (OLED, auto displays)
  • Memory packaging volume

What could go wrong

  • Semiconductor cyclicality
  • Concentrated customer base

Moat: narrow (scale, customer qualification, process know-how). Long-standing niche leadership in display-driver and memory back-end services with qualified customer relationships.

Headquarters: Hsinchu, Taiwan · Founded: 1997 · Employees: 5,747

Named competitors

ChipMOS Technologies at a glance

Size ChipMOS Technologies (8150.TW) is a Taiwan Information Technology company (Semiconductors) with a market value of $1.49B, the 203rd largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$70.10 on 6 Nov 2026.

Performance Over six months the shares fell 16.6%, against -15.3% for the median peer and -3.4% for the Taiwan market (cap-weighted) — 10th lowest of 20 in its peer set.

Growth Revenue grew 18.7% over the last twelve months (peer median +13.0%); the operating margin is 8.1% (peer median 9.0%).

Valuation It trades at 12.2× forward earnings against a peer median of 24.2× (3rd cheapest of 13).

Capital Return on invested capital runs 2.4 points below its cost of capital (8.6% WACC).

Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).

Relative performance

7510012511 May 202611 Aug 20266 Nov 2026Peer median 818150.TW 79
Six months, rebased to 100: ChipMOS Technologies against the median of its 20 peers (local-currency closes).

ChipMOS Technologies financials

Reported figures in TWD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenueNT$27.0BNT$23.9BNT$22.7BNT$21.4BNT$23.5B
Revenue growth—+5%+6%-9%—
Gross profitNT$3.98BNT$2.59BNT$2.94BNT$3.55BNT$4.91B
EBITDANT$7.16BNT$6.00BNT$6.03BNT$6.65BNT$7.87B
Net incomeNT$2.25BNT$495MNT$1.44BNT$1.89BNT$3.37B
Free cash flow-NT$513MNT$130MNT$838MNT$3.41BNT$3.75B
Capital expenditureNT$5.10BNT$4.00BNT$5.09BNT$3.23BNT$5.10B
Total debtNT$16.0BNT$16.3BNT$15.2BNT$16.0BNT$14.9B

Quarterly statements and history in the cockpit →

ChipMOS Technologies competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

0%+200%+400%-50%0%+50%+100%2467SENSHIMXSILEX2466815403053049796885528150.TW6-month return →1-month return →
Up and to the right = strong over both horizons. ChipMOS Technologies is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%+150%0×100×200×2467SENSHIMX8154688535627868823368855224418150.TWRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. ChipMOS Technologies is the large dot.

ChipMOS Technologies competitors and peer comparison

Head to head with its named competitors (8150.TW vs 3711.TW vs 6239.TW vs 2449.TW)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
ChipMOS Technologies 8150.TW$1.49B-17%+19%8%12.2×n/a
Ase Technology 3711.TW$70.4B+2%+25%11%17.3×n/a
Powertech Technology 6239.TW$4.61B-11%+24%13%13.2×n/a
King Yuan Electronics 2449.TW$8.00B-42%+35%27%19.5×n/a
Amkor Technology AMKR$8.13B-57%+16%10%12.1×n/a

How ChipMOS Technologies compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

ChipMOS Technologies against its 20 peers (data as of 6 Nov 2026)
Measure8150.TWPeer medianRank in peer set
1-month return-43.5%-18.6%4th lowest of 20
6-month return-16.6%-15.3%10th lowest of 20
Distance from 52-week high-47.3%-48.3%11th highest of 21
Revenue growth (TTM)+18.7%+13.0%9th highest of 21
Operating margin8.1%9.0%11th highest of 21
Forward P/E12.2×24.2×3rd cheapest of 13
ROIC minus cost of capital-2.4 pp-2.6 pp10th highest of 21
EV / EBITDA7.4×18.3×4th cheapest of 12
Net debt / EBITDA0.5×-1.1×2nd most indebted of 12

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
ChipMOS Technologies 8150.TWTaiwan$1.49B-17%+19%8%12.2×n/an/a
Beijing ESWIN Computing Technology 1256.HKHong Kong$1.50Bn/a+20%-57%n/an/an/a
C Sun Mfg 2467.TWTaiwan$1.48B-47%+72%22%13.2×12.7%+8.4%
Sensirion SENS.SWSwitzerland$1.46B+3%+1%12%35.3×10.4%+6.2%
Himax Technologies HIMXUnited States$1.45B-51%-8%5%19.1×30.3%-1.3%
Silex Microsystems SILEX.STSweden$1.55B-32%+13%26%n/a38.0%+13.0%
Cosmo Electronics 2466.TWTaiwan$1.57B+449%-19%-20%n/an/an/a
Kaga Electronics 8154.TJapan$1.42B+6%+24%4%7.8×n/an/a
Jiangsu HHCK Advanced Materials 688535.SSChina$1.58B-19%+154%7%134.5×n/an/a
Wonik 030530.KSSouth Korea$1.59B-14%-14%1%n/an/an/a
Taiwan Surface Mounting Technology 6278.TWTaiwan$1.60B-2%+5%7%16.1×6.5%+3.8%
NSING Technologies 300077.SZChina$1.61B-32%+47%1%n/an/an/a
Thinkon Semiconductor Jinzhou 688233.SSChina$1.62B-11%+12%18%59.7×44.7%+18.0%
Luxnet 4979.TWOTaiwan$1.36B-56%+14%19%29.3×34.7%+30.3%
Tekscend Photomask 429A.TJapan$1.64B-36%+10%22%9.9×6.4%+8.7%
Aerospace Nanhu Electronic Information Technology 688552.SSChina$1.64B-19%+19%-6%231.3×35.8%+1.0%
Shenzhen Injoinic Technology 688209.SSChina$1.64B+5%+13%11%n/an/an/a
Elite Advanced Laser 3450.TWTaiwan$1.36B-15%-2%16%n/an/an/a
Shenzhen Qingyi Photomask 688138.SSChina$1.35B-7%+6%16%30.3×n/an/a
Shanghai Anlogic Infotech 688107.SSChina$1.67B-26%+70%-25%n/an/an/a
Greatek Electronics 2441.TWTaiwan$1.68B+4%+24%21%13.2×1.6%+2.7%

Questions

Who are ChipMOS Technologies's main competitors?
Named competitors: ASE Technology Holding (3711.TW), Powertech Technology (6239.TW), King Yuan Electronics (2449.TW), Amkor Technology (AMKR). The cockpit's measured peer set (industry) also includes Beijing ESWIN Computing Technology (1256.HK), C Sun Mfg (2467.TW), Sensirion (SENS.SW), Himax Technologies (HIMX), Silex Microsystems (SILEX.ST), Cosmo Electronics (2466.TW).
Is ChipMOS Technologies expensive compared with its peers?
On forward p/e it trades at 12.2× against a peer median of 24.2×, 3rd cheapest of 13 in its peer set.
How has ChipMOS Technologies stock performed?
Over six months to 6 Nov 2026 the shares returned -16.6% against -15.3% for the median peer; over one year +118.7%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.