Novatek reports September growth: what it means for Novatek stock

Published on 10/13/2026 at 10:19 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Novatek guides TWD 30.00-31.20 billion in third-quarter 2026 revenue. For Novatek stock, gross-margin guidance is 38.50-41.50 percent.

Novatek reported September revenue of TWD 10.347 billion, up 25.00 percent year over year.
Third-quarter revenue guidance stands at TWD 30.00 billion to TWD 31.20 billion.
Second-quarter revenue reached TWD 28.66 billion, while gross margin was 42.42 percent.
The Taiwan-listed semiconductor company is valued at TWD 332.2 billion based on the October 13, 2026 quote.

Novatek, TW0003034005, Illustration mit AI erstellt.

Novatek Microelectronics (TW0003034005) reported September revenue of TWD 10.347 billion, up 25.00 percent year over year, according to TechNews on October 6, 2026. The result adds a concrete operating signal to Novatek stock's third-quarter outlook, but margin guidance remains the key test.

Three dated operating signals

On August 6, 2026, Novatek reported second-quarter revenue of TWD 28.66 billion, up 23.80 percent quarter over quarter and 9.60 percent year over year, according to Yahoo Finance. Gross margin reached 42.42 percent, up 3.36 percentage points from the first quarter.

On October 6, 2026, the September sales report showed monthly revenue of TWD 10.347 billion and cumulative revenue for the first nine months of TWD 82.777 billion, up 6.30 percent year over year, according to TechNews.

On October 8, 2026, Simply Wall St compared second-quarter revenue of TWD 28.660 billion with TWD 26.152 billion a year earlier. Net income rose from TWD 3.739 billion to TWD 6.328 billion, while net margin increased from 14.30 percent to 22.10 percent.

What does Q3 guidance mean?

Novatek's third-quarter 2026 guidance calls for revenue of TWD 30.00 billion to TWD 31.20 billion, gross margin of 38.50 percent to 41.50 percent, and operating margin of 19.00 percent to 22.00 percent, according to Yahoo Finance. The revenue range implies sequential growth from the second quarter, while the midpoint gross-margin guidance of 40.00 percent sits below the second-quarter result of 42.42 percent.

The call linked the sales outlook to Edge AI vision chips and smartphone inventory replenishment. It also identified softer television, monitor, notebook and China smartphone demand as counterweights, making product mix and input costs central to the next results update.

Stock valuation and trading context

Novatek was last at TWD 546.00 on the Taiwan Stock Exchange on October 13, 2026 at 1:30 p.m. Taipei time. The quoted 52-week range was TWD 352.00 to TWD 606.00, placing the stock below its yearly high while the market capitalization stood at TWD 332.2 billion.

The combination of 25.00 percent September revenue growth and a 38.50 percent to 41.50 percent gross-margin outlook creates a clear split in the investment case. Sales are accelerating against the year-earlier base, while profitability guidance is below the latest reported margin and leaves less room for supply-chain cost pressure.

Market position and company profile

Novatek Microelectronics is a Taiwan-listed semiconductor designer focused on display driver integrated circuits and system-on-chip solutions for televisions, smartphones, monitors, automotive displays and other digital devices. Its second-quarter SoC revenue accounted for 52.00 percent of total revenue, up from 44.00 percent in the first quarter, according to Yahoo Finance.