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    Anthony Liu's questions to ChipMOS Technologies Inc (IMOS) leadership

    Anthony Liu's questions to ChipMOS Technologies Inc (IMOS) leadership • Q2 2024

    Question

    Anthony Liu inquired about the company's long-term depreciation outlook in light of the planned CapEx increase in H2 2024, and also asked for commentary on ChipMOS's competitive strategy against DDIC OSAT rivals, particularly from China.

    Answer

    Silvia Su, VP of Finance and Accounting, addressed the financial query, stating that depreciation could see a 3% to 4% quarterly increase corresponding with higher CapEx. Chairman and President S.J. Cheng discussed competition, emphasizing that ChipMOS focuses on superior quality, operational excellence, and expanding its penetration in high-end markets like OLED and automotive panels to maintain its competitive advantage.

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    Anthony Liu's questions to ChipMOS Technologies Inc (IMOS) leadership • Q2 2024

    Question

    Anthony Liu inquired about ChipMOS's long-term depreciation forecast following an anticipated H2 CapEx increase and the company's competitive strategy against DDIC OSAT rivals, including those in China.

    Answer

    Silvia Su, Vice President of Finance and Accounting Management Center, addressed the depreciation query, projecting a potential 3% to 4% quarterly increase tied to higher CapEx. Chairman and President S.J. Cheng discussed competition, stating ChipMOS focuses on superior quality, operational excellence, and expanding its high-end product mix like OLED and automotive panels to maintain its competitive advantage.

    Ask Fintool Equity Research AI

    Anthony Liu's questions to ChipMOS Technologies Inc (IMOS) leadership • Q2 2024

    Question

    Anthony Liu inquired about the company's long-term depreciation outlook given the planned increase in second-half CapEx, and also asked for commentary on ChipMOS's competitive strengths and strategy against DDIC OSAT competitors, including those in China.

    Answer

    Silvia Su, Vice President of Finance and Accounting Management Center, explained that depreciation could see a 3% to 4% quarterly increase with higher CapEx. Chairman and President S.J. Cheng addressed the competitive landscape, stating that ChipMOS focuses on superior quality, operational excellence, and increasing its mix of high-end products like OLED and automotive panels to maintain its competitive advantage, particularly against rivals in China.

    Ask Fintool Equity Research AI