ChipMOS: There's Still A Lot Of Potential To Outperform In The Long Run

Impact · against what's priced in

ChipMOS shows strong operational recovery and strategic pivot toward AI ASIC and silicon photonics, justifying a higher fair value target. Given the accelerating revenue and margin growth, the stock has clear upward momentum.

6682.TW+0.60

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In context

Q2 revenues grew 29% with gross margins expanding to 18%, while capex is being redirected toward AI ASIC testing and silicon photonics for FY2027.

Read from the article alone

• earnings▲2%
• semiconductors
• revenue growth
• ai
• 6682.TW
• asic
• capex
• silicon photonics

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