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ChipMOS to double DDR5 DRAM testing capacity amid high facility utilization through 2026
Saturday, January 17, 2026 at 08:22 AM
Memory packaging specialist ChipMOS expects its facilities to remain at full capacity through the first half of 2026. The company plans to double its DDR5 DRAM testing capacity this year, increasing its share from 10% to 20% of total operations.
Context
ChipMOS is set to double its DDR5 DRAM testing capacity this year, increasing its share from 10% to 20% of overall operations. This expansion follows a significant business recovery, with facility utilization reaching maximum levels in late 2025. The company anticipates maintaining full capacity through the first half of 2026, supported by a surge in high-end memory orders and a favorable product mix that drove a 20.8% year-over-year revenue increase in Q4 2025.
This capacity ramp addresses a severe industry-wide shortage fueled by AI infrastructure demand and a strategic shift by major manufacturers like Micron to outsource more back-end testing. As supply remains tight, ChipMOS and other packaging specialists have reportedly implemented price hikes of up to 30%. With DDR5 expected to become the industry standard by 2026, the company's aggressive capacity pivot positions it to capture higher margins during a projected multi-year memory super-cycle.
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