Novatek tops TWD 30 billion revenue: what it means for Novatek stock

Published on 10/12/2026 at 10:23 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Third-quarter revenue exceeded TWD 30 billion on October 11, 2026. For Novatek stock, Q2 gross margin was 42.42 percent.

Key points in brief

Novatek quarterly revenue topped TWD 30 billion in a report dated October 11, 2026.
Second-quarter revenue reached TWD 28.66 billion, up 23.80 percent quarter over quarter.
Second-quarter gross margin was 42.42 percent and net income reached TWD 6.33 billion.
September revenue rose 25.00 percent year over year to TWD 10.347 billion.
Novatek is listed on the Taiwan Stock Exchange under ticker 3034.TW.

Novatek, TW0003034005, Illustration mit AI erstellt.

Novatek quarterly revenue topped TWD 30 billion in a report dated October 11, 2026, giving Novatek stock a fresh operating marker after a strong second quarter. Industry Events listed the DIGITIMES report, which linked the result to smartphone demand and edge AI chips.

Revenue momentum has broadened

The latest detailed company figures came from Novatek's second-quarter earnings call on August 6, 2026. According to Yahoo Finance, second-quarter revenue reached TWD 28.66 billion, up 23.80 percent from the first quarter and 9.60 percent from the year-earlier quarter.

The company also reported TWD 6.33 billion in second-quarter net income, up 68.00 percent quarter over quarter and 69.20 percent year over year. Gross profit was TWD 12.16 billion, up 34.50 percent from the first quarter and 28.10 percent from the second quarter of 2025.

What does the margin mean?

Gross margin reached 42.42 percent in the second quarter, 3.36 percentage points above the first quarter and above the company's guidance range of 38.00 percent to 41.00 percent. Operating margin was 22.56 percent, exceeding the guidance range of 16.00 percent to 19.00 percent.

The earnings call also described a changing product mix. System-on-chip products represented 52.00 percent of second-quarter revenue, up from 44.00 percent in the first quarter, while small and medium display drivers represented 28.00 percent.

Three dated operating markers

On August 6, 2026, Novatek outlined second-quarter results and third-quarter guidance of TWD 30.00 billion to TWD 31.20 billion in revenue. On October 6, 2026, TechNews reported September revenue of TWD 10.347 billion, up 25.00 percent year over year and 0.20 percent from August. On October 11, 2026, the DIGITIMES report cited quarterly revenue above TWD 30 billion.

Key dates for the stock

The next dated operating reference is the October 11, 2026 quarterly revenue report, while the September sales figure was published on October 6, 2026. Together, the figures show why revenue growth and margin conversion matter more than a single monthly reading for Novatek's display driver and system-on-chip business.

Business profile and listing

Novatek designs display driver integrated circuits and system-on-chip solutions for televisions, computers, smartphones, automotive displays and other devices. ByteTrend identifies the company as Novatek Microelectronics Corp. and assigns ISIN TW0003034005 to ticker 3034.TW.

Market context: Market report TAIEX.