ChipMOS Technologies Inc. is well positioned to benefit from the ongoing memory supercycle and AI data center demand. IMOS reported Q1 revenue growth of 25% and significant margin expansion, with gross margin up 430 bps and operating margin up 540 bps year-over-year. Memory testing and assembly segments are driving growth, with utilization over 75% and capacity reserved for major customers like Micron.
ChipMOS Technologies: A Hidden Memory Supercycle Play
Source: Seeking Alpha