Novatek reports TWD 30 billion revenue. Investors value Novatek stock at TWD 343.8 billion

Published on 10/15/2026 at 10:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue reached TWD 28.66 billion and gross margin was 42.42 percent. Investors value Novatek stock at TWD 343.8 billion.

Revenue and margin picture

Third-quarter revenue exceeded TWD 30.00 billion on October 11, 2026.
Second-quarter revenue reached TWD 28.66 billion and gross margin was 42.42 percent.
Novatek's market capitalization was TWD 343.8 billion as of October 15, 2026.

Novatek, TW0003034005, Illustration mit AI erstellt.

Novatek (TW0003034005) reported third-quarter 2026 revenue above TWD 30.00 billion on October 11, 2026, according to Industry Events. The figure puts smartphone demand and edge AI chips at the center of the latest revenue discussion.

Three milestones since August

On August 6, 2026, Novatek reported second-quarter revenue of TWD 28.66 billion, up 23.80 percent from the first quarter, while gross margin reached 42.42 percent, according to Yahoo Finance. On October 6, 2026, September revenue was reported at TWD 10.35 billion, compared with TWD 8.28 billion a year earlier, according to TradingView. The October 11 revenue milestone is the latest of the three events.

What does the margin outlook mean?

The second-quarter margin result was well above the company's 38.00 percent to 41.00 percent guidance, but the third-quarter outlook is lower at 38.50 percent to 41.50 percent. Yahoo Finance reported that Novatek expects third-quarter revenue of TWD 30.00 billion to TWD 31.20 billion and operating margins of 19.00 percent to 22.00 percent.

The contrast matters because the company linked its second-quarter performance to a stronger product mix and pricing adjustments, while higher memory, wafer and packaging costs are expected to pressure the following quarter. Novatek also said SoC products represented 52.00 percent of second-quarter revenue, up from 44.00 percent in the first quarter, according to Yahoo Finance. The mix therefore offers a concrete counterweight to cost pressure.

Revenue growth meets cost pressure

Novatek describes its business as a global provider of display integrated circuits and system-on-chip solutions for televisions, computers, smartphones, automotive displays and cameras, according to Novatek. Its market capitalization was TWD 343.8 billion on October 15, 2026, while the quoted 52-week range was TWD 352.00 to TWD 606.00.

Stock context for investors

The latest figures give Novatek a measurable operating narrative: quarterly revenue moved above TWD 30.00 billion, second-quarter revenue was TWD 28.66 billion, and the next margin range is 38.50 percent to 41.50 percent. The central question is whether SoC and edge AI growth can offset higher component costs.