Notes
Novatek is the global leader in display driver ICs with dominant share in TV and large-panel DDIC, and a strong position in smartphone OLED DDIC where it competes with Samsung LSI and LX Semicon. Heavily dependent on TSMC mature-node capacity (notably 28nm HV) and exposed to panel-maker capex cycles. Note: ticker 3034 is the Taiwan Stock Exchange listing, not KRX — this is a Taiwanese, not Korean, company.
Novatek announced on behalf of its subsidiary Yong-Hsu Investment Co., Ltd. the disposal of marketable securities. The filing covers a routine treasury/investment-portfolio transaction at the subsidiary level; transaction size, counterparty, and gain/loss are disclosed in the full filing. Full body available on MOPS.