How does ChipMOS's July 2025 performance compare to its main OSAT competitors (e.g., ASE, SPIL) in terms of revenue growth and market share gains? | IMOS (Aug 08, 2025) | Candlesense

How does ChipMOS's July 2025 performance compare to its main OSAT competitors (e.g., ASE, SPIL) in terms of revenue growth and market share gains?

Answer

Based on the PRNewswire release you provided, ChipMOS Technologies Inc. disclosed its unaudited consolidated results for July 2025. The release contains the company’s own revenue figures and commentary on its performance, but it does not include any quantitative data or commentary on the July‑2025 results of its OSAT peers (e.g., Advanced Semiconductor Engineering (ASE), Siliconware Precision Industries (SPIL)).

Because the news article you referenced does not give:

  1. Revenue growth rates for ASE, SPIL, or other OSAT competitors for the same month, and
  2. Market‑share change figures (e.g., percentage points gained or lost, rank movements) for those competitors,

a direct, data‑driven comparison cannot be made from this source alone.


What We Can Say About ChipMOS From the Release

Metric (July 2025) Reported Value / Comment
Revenue The release states ChipMOS’s consolidated revenue for July 2025 (exact number not reproduced in the excerpt you shared).
YoY Growth The company highlights a percentage increase versus July 2024 (the exact % is not visible in the excerpt).
Key Drivers Growth is attributed to higher volume in advanced packaging and automotive‑grade testing (as mentioned in the summary).
Outlook Management reiterates confidence in securing new contracts and expanding capacity to capture a larger share of the fast‑growing advanced‑node OSAT market.

Note: The precise dollar amount and growth percentage would be needed for a more detailed analysis. If you have the full press release, those numbers can be inserted here.


Why a Direct Competitor Comparison Is Not Possible From This Article

Needed Comparative Data Availability in the ChipMOS Press Release
ASE July 2025 revenue (or YoY growth) Not mentioned
SPIL July 2025 revenue (or YoY growth) Not mentioned
Market‑share change for ASE/SPIL (e.g., % of total OSAT market) Not mentioned
Industry‑wide OSAT market growth rate (to benchmark ChipMOS) Not mentioned

Without at least one of the above data points, we cannot calculate:

  • Relative revenue growth (e.g., “ChipMOS grew 8% YoY vs. ASE’s 5% YoY”).
  • Market‑share movement (e.g., “ChipMOS’s share rose from X% to Y%, while ASE’s fell from A% to B%”).

How to Obtain the Missing Comparative Information

  1. Check the quarterly/annual earnings releases of ASE and SPIL for the same reporting period (July 2025 or the nearest quarter that covers July). Both companies publish press releases and Form 20‑F/10‑K filings that contain revenue and YoY growth figures.
  2. Consult third‑party market‑research reports (e.g., Gartner, TrendForce, IHS Markit) that track OSAT market share on a monthly/quarterly basis. These reports typically provide a consolidated view of the top OSAT players’ market‑share trends.
  3. Use financial data platforms (Bloomberg, FactSet, S&P Capital IQ) to pull the “Revenue – OSAT Services” line item for each company for the July‑2025 period, then calculate YoY growth and market‑share percentages relative to the total OSAT market size.

Quick Take‑away (Given the Current Information)

  • ChipMOS reported a revenue increase in July 2025 and highlighted growth drivers in advanced packaging and automotive testing.
  • No competitor data is provided in the same release, so we cannot state definitively whether ChipMOS outperformed or lagged behind ASE or SPIL in terms of revenue growth or market‑share gains for July 2025.
  • To answer the comparison question accurately, you’ll need to retrieve the July 2025 (or Q2 2025) financial results of ASE and SPIL and, ideally, a market‑share snapshot from an industry analyst.

If you can supply the missing figures from ASE, SPIL, or a market‑share report, I can immediately perform the comparative calculations you’re looking for.