Holtek Semiconductor (6202) Q2 2026 earnings summary

Executive summary

• Q2 2026 sales reached NT$983 million, up 14% year-over-year and 19% sequentially from Q1 2026.

• Net income to shareholders for Q2 2026 was NT$147.8 million, a 563% increase year-over-year and 116% sequentially.

• H1 2026 sales totaled NT$1,808.7 million, up 12% year-over-year; net income for H1 was NT$216.2 million, up 92%.

Financial highlights

• Q2 2026 gross margin was 45%, up from 38% in Q2 2025 and 40% in Q1 2026.

• Operating income for Q2 2026 was NT$148.4 million, up 107% year-over-year and 169% sequentially.

• EPS for Q2 2026 was NT$0.64, compared to NT$0.10 in Q2 2025 and NT$0.30 in Q1 2026.

• H1 2026 EPS was NT$0.94, up from NT$0.50 in H1 2025.

Outlook and guidance

• MCU IC sales and shipments showed double-digit year-over-year and sequential growth in Q2 2026.

• Safety care, healthcare, and electric bike application shipments all posted strong year-over-year growth in H1 2026.