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 theâŻPRNewswire release you provided, ChipMOS TechnologiesâŻInc. disclosed its unaudited consolidated results for JulyâŻ2025. The release contains the companyâs own revenue figures and commentary on its performance, but it does not include any quantitative data or commentary on the Julyâ2025 results of its OSAT peers (e.g., Advanced Semiconductor EngineeringâŻ(ASE), Siliconware Precision IndustriesâŻ(SPIL)).
Because the news article you referenced does not give:
- Revenue growth rates for ASE, SPIL, or other OSAT competitors for the same month, and
- Marketâshare change figures (e.g., percentage points gained or lost, rank movements) for those competitors,
a direct, dataâdriven comparison cannot be made from this source alone.
What We Can Say About ChipMOS From the Release
Metric (JulyâŻ2025) | Reported Value / Comment |
---|---|
Revenue | The release states ChipMOSâs consolidated revenue for JulyâŻ2025 (exact number not reproduced in the excerpt you shared). |
YoY Growth | The company highlights a percentage increase versus JulyâŻ2024 (the exact % is not visible in the excerpt). |
Key Drivers | Growth is attributed to higher volume in advanced packaging and automotiveâgrade testing (as mentioned in the summary). |
Outlook | Management reiterates confidence in securing new contracts and expanding capacity to capture a larger share of the fastâgrowing advancedânode 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 JulyâŻ2025 revenue (or YoY growth) | Not mentioned |
SPIL JulyâŻ2025 revenue (or YoY growth) | Not mentioned |
Marketâshare change for ASE/SPIL (e.g., % of total OSAT market) | Not mentioned |
Industryâwide 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., âChipMOS grew 8% YoY vs. ASEâs 5% YoYâ).
- Marketâshare movement (e.g., âChipMOSâs share rose from X% to Y%, while ASEâs fell from A% to B%â).
How to Obtain the Missing Comparative Information
- Check the quarterly/annual earnings releases of ASE and SPIL for the same reporting period (JulyâŻ2025 or the nearest quarter that covers July). Both companies publish press releases and FormâŻ20âF/10âK filings that contain revenue and YoY growth figures.
- Consult thirdâparty marketâresearch 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 playersâ marketâshare trends.
- Use financial data platforms (Bloomberg, FactSet, S&P Capital IQ) to pull the âRevenue â OSAT Servicesâ line item for each company for the Julyâ2025 period, then calculate YoY growth and marketâshare percentages relative to the total OSAT market size.
Quick Takeâaway (Given the Current Information)
- ChipMOS reported a revenue increase in JulyâŻ2025 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 marketâshare gains for JulyâŻ2025.
- To answer the comparison question accurately, youâll need to retrieve the JulyâŻ2025 (or Q2âŻ2025) financial results of ASE and SPIL and, ideally, a marketâshare snapshot from an industry analyst.
If you can supply the missing figures from ASE, SPIL, or a marketâshare report, I can immediately perform the comparative calculations youâre looking for.