Holtek Semiconductor (6202) Q3 2026 earnings summary

Executive summary

• Q3 sales rose 42% YoY and 9% QoQ to NT$1,068 million; net income to parent increased to NT$142 million from NT$27 million a year earlier.

• Recovery was broad across MCU and application shipments, with 9M MCU sales up 18% YoY and 9M safety-care shipments up 41%.

Financial highlights

• Q3 sales NT$1,067.585 million, +42% YoY and +9% QoQ; gross profit NT$446.197 million, +57% YoY and +2% QoQ, at 42% of sales.

• Q3 operating income NT$136.796 million versus NT$1.070 million YoY, +12,688%; down 8% QoQ from NT$148.410 million.

• Q3 net income to parent NT$141.521 million, +422% YoY; EPS NT$0.61 versus NT$0.12 YoY and NT$0.64 QoQ.

• 9M sales NT$2,876.289 million, +21% YoY; operating income NT$340.415 million, +286%, and net income to parent NT$357.702 million, +156%.

• 9M gross profit NT$1,216.095 million, +35% YoY, with 42% gross margin; EPS NT$1.55 versus NT$0.62.

Segment performance

• MCU IC sales were NT$2,153 million for 9M, +18% YoY and 75% of total sales; Q3 MCU sales rose 40% YoY and 8% QoQ.

• 9M MCU shipments reached 367K units, +19% YoY; touch MCU shipments were 63K, +47%.

• 9M safety-care shipments were 55K units, +41% YoY; Q3 shipments rose 58% YoY and 1% QoQ.

• 9M healthcare shipments were 41K units, +12% YoY; motor-control shipments were 12.5K, +18%.

• 9M RF application shipments were 11K units, +27% YoY; electric-bicycle application shipments were 8.5K, +38%.