Jaret Wilson
Hedge fund manager, deep value, growth at reasonable price, tech

A ChipMOS Update

Executive summary:

  • ChipMOS is bidding on NAND testing from Toshiba.
  • The emerging trend of fingerprint sensors in mobile devices should boost gold bumping revenue.
  • The corporate restructuring process continues on track.
  • The share price has hit a new post-recession high of $21.40, and should continue higher as events unfold.


On Tuesday I returned from a trip to Las Vegas to meet with a number of prominent ChipMOS (NASDAQ:IMOS) investors, including a few that have been heard on numerous quarterly conference calls. I'd like to thank them all for a great meeting. On the flight back it occurred to me that this might be a good time to provide an update on both the business and restructuring of...

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