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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Novatek Microelectronics
Novatek Microelectronics (3034) investor relations material
Novatek Microelectronics Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary6 Aug, 2026
Executive summary
Q2 2026 net sales reached TWD 28.66 billion, up 23.83% quarter-over-quarter and 9.59% year-over-year, driven by strong customer demand across all product lines.
Net income for Q2 2026 was TWD 6.33 billion, a 67.97% increase quarter-over-quarter and 69.22% year-over-year, with EPS at TWD 10.40.
Gross profit was TWD 12.16 billion, up 34.48% quarter-over-quarter and 28.05% year-over-year, with gross margin at 42.42%.
All three main product lines experienced sequential growth, with SoC products showing the strongest momentum.
Consolidated revenue for the first half of 2026 was TWD 51.8 billion, slightly down year-over-year, but net income rose to TWD 10.095 billion.
Financial highlights
Operating income for Q2 2026 was TWD 6.47 billion, up 60.53% quarter-over-quarter and 34.06% year-over-year.
Operating margin was 22.56%, up 5.16 percentage points quarter-over-quarter and 4.12 points year-over-year.
Operating expenses in Q2 were TWD 5.69 billion, up 13.5% quarter-over-quarter and 21.6% year-over-year.
Non-operating income in Q2 2026 was TWD 1.32 billion, mainly from investment, interest, and dividend income.
Basic EPS for the first half of 2026 was TWD 16.59, up from TWD 14.80 year-over-year.
Outlook and guidance
Q3 2026 revenue is guided at TWD 30–31.2 billion, with gross margin expected at 38.5%–41.5% and operating margin at 19%–22%.
Sequential revenue growth in Q3 is expected, driven by Edge AI vision chips and smartphone inventory build-up.
TV, monitor, and notebook demand expected to decline in Q3, while tablet and non-China mobile phone demand should grow.
The company is evaluating the impact of new IFRS standards effective in 2027 and 2028, with no material impact expected from current adoptions.
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Latest events from Novatek Microelectronics
- FY2023 earnings fell despite flat revenue; Q4 improved YoY but softened QoQ.3034
Q4 2023 - Q1 revenue fell 14.7% year-over-year, but SoC sales and cash improved; Q2 growth expected.3034Q1 2026
- Revenue and profit fell, but cash and margins held up as new AI/OLED products target growth.3034Q4 2025
- Q3 2025 profit and sales declined, but guidance was met and cash fell on dividend payouts.3034Q3 2025
- Revenue up, net income and margins down, strong cash and dividends amid cost pressures.3034Q2 2025
- Sales and profit fell year-over-year, but margins and liquidity remained strong.3034Q2 2024
- Q3 2024 saw sequential growth but year-over-year declines; 2025 growth expected from AI.3034Q3 2024
- Q1 2025 revenue and net income rose sharply, with strong margins and stable dividend payout.3034Q1 2025
- 2024 revenue and profit declined, but margins and cash position remain strong.3034Q4 2024
Next Novatek Microelectronics earnings date
Q3 20266 Nov, 2026
Novatek Microelectronics
Next Novatek Microelectronics earnings date
Q3 20266 Nov, 2026
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Frequently asked questions
Novatek Microelectronics Corporation is a fabless chip design company. The company specializes in the design, development, and sales of a broad spectrum of display driver ICs and System-on-Chip (SoC) solutions. These products cater to the needs of sophisticated flat-panel display applications and audio/video applications across all digital devices. Novatek's product offerings include SoC solutions and display driver ICs for various sizes of displays, alongside products like image product line, timing controllers, LCD monitor controllers, TV controllers, power management controllers, digital image controllers, and CMOS image sensors. These solutions find applications in enhancing the performance and utilization of digital devices. The company is headquartered in Hsinchu, Taiwan, and its shares are listed on the Taiwan Stock Exchange.