Novatek revenue tops TWD 30 billion. Novatek Microelectronics stock sits 3.47 percent below high.
Published on 10/19/2026 at 10:28 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSRevenue and margin signals
- Third-quarter revenue exceeded TWD 30 billion on October 11, 2026.
- Second-quarter revenue reached TWD 28.66 billion and gross margin was 42.42 percent.
- Novatek Microelectronics had a TWD 356.0 billion market value on October 19, 2026.
Novatek Microelectronics (ISIN TW0003034005) reported third-quarter 2026 revenue above TWD 30 billion on October 11, 2026, as smartphone demand and edge artificial intelligence chips supported sales. Industry Events attributed the report to DIGITIMES. The revenue milestone extends a stronger operating trend into the second half of 2026.
Revenue crosses TWD 30 billion
The latest quarterly backdrop was already strong. In the second quarter of 2026, revenue reached TWD 28.66 billion, up 23.80 percent from the first quarter and 9.60 percent from the year-earlier quarter. Gross margin rose to 42.42 percent, 3.36 percentage points above the first quarter and ahead of the 38.00 percent to 41.00 percent guidance. Those figures came from the company earnings call published by Yahoo Finance on August 6, 2026.
What does guidance mean for margins?
Management guided for third-quarter revenue of TWD 30.00 billion to TWD 31.20 billion and gross margin of 38.50 percent to 41.50 percent. The revenue range implies sequential growth from the second-quarter TWD 28.66 billion, while the margin range sits below the second-quarter 42.42 percent result. The earnings call cited higher material and outsourcing costs as factors investors must weigh against the growing contribution from system-on-chip products.
Three milestones carry figures
On August 6, 2026, the second-quarter earnings call reported TWD 28.66 billion of revenue and a 42.42 percent gross margin. On October 11, 2026, third-quarter revenue was reported above TWD 30 billion. On October 13, 2026, Simply Wall St published an updated fair value of TWD 640.00 versus TWD 650.00 previously, while highlighting higher-value system-on-chip and OLED driver products. Simply Wall St also identified higher input costs and research spending as margin risks.
Next report date is set
TradingView lists November 6, 2026 as the next earnings-report date for Novatek Microelectronics. That date gives investors a defined checkpoint for testing whether the TWD 30.00 billion to TWD 31.20 billion revenue guide is being delivered.
Valuation meets operating growth
Novatek Microelectronics was last at TWD 585.00 on the Taiwan Stock Exchange on October 19, 2026 at 1:30 p.m. TST. Its market capitalization was TWD 356.0 billion, and the 52-week range was TWD 352.00 to TWD 606.00 on the same date. The stock therefore sat 3.47 percent below its 52-week high, leaving the upcoming report as the next concrete test of revenue growth against margin pressure.
Novatek Microelectronics stock facts
- Company: Novatek Microelectronics Corp.
- ISIN: TW0003034005
- Ticker: 3034
- Primary exchange: Taiwan Stock Exchange
- Market capitalization: TWD 356.0 billion (as of October 19, 2026)
- 52-week range: TWD 352.00-606.00 (as of October 19, 2026)
- Sector / Industry: Technology / Semiconductors
Market context: Market report TAIEX.
