3034
聯詠
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
Novatek Microelectronics
Customers
Competitors
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 Microelectronics posted Q2 2026 revenue of NT$51.8B with operating income of NT$10.5B, implying an operating margin of approximately 20.3% — well above typical fabless IC design sector averages. Net income after tax reached NT$10.1B (net margin ~19.5%), with a meaningful NT$1.7B non-operating income contribution partially offset by taxes. Basic EPS of NT$16.59 on a NT$10 par-value share underscores continued margin strength in the display driver IC segment.
Novatek Microelectronics has been invited by UBS to participate in the UBS Taiwan Summit 2026, an institutional investor conference. Such events typically involve management presentations or one-on-one meetings with buy-side and sell-side participants, providing a platform for investor relations outreach. Full body available on MOPS.
Novatek Microelectronics disclosed its consolidated financial results for the second quarter of fiscal year 2026 (Republic of China Year 115) alongside forward-looking guidance for the third quarter. This dual announcement is material to investors as it provides both a backward-looking earnings benchmark and a forward earnings trajectory for the leading display driver IC supplier. Full body available on MOPS.
Novatek Microelectronics has filed a supplementary material disclosure announcing the signing of a civil engineering contract for the Phase 1 R&D and Computing Center building at Tongluo Science Park (Miaoli County, Taiwan). The contract formalizes a major construction milestone in Novatek's planned expansion of its domestic R&D and computing infrastructure, representing a meaningful long-term capital commitment. Full body available on MOPS.
Novatek Microelectronics reported Q1 2026 revenue of NT$23.1B with net income of NT$3.77B, translating to basic EPS of NT$6.19. Operating income reached NT$4.03B, indicating a solid operating margin of approximately 17.4%, consistent with the company's display driver IC business profile. Results appear in line with typical fabless semiconductor sector performance.
Novatek Microelectronics has announced that its Board of Directors meeting to review the company's Q2 2026 consolidated financial report is scheduled for August 4, 2026 (ROC Year 115). This is a routine regulatory disclosure required under TWSE rules when a company fixes the board meeting date for quarterly financial statement approval. Full body available on MOPS.
The company has announced the ex-dividend record date for its 2026 (ROC year 115) cash dividend distribution. This filing formalizes the timing of the previously approved dividend payout, determining shareholder eligibility for the cash distribution. Full body available on MOPS.
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.
Novatek (3034.TW) reported May 2026 revenue of NT$9.41B, up 9.4% YoY and 2.0% MoM, marking a second consecutive month of sequential growth. The display driver IC (DDIC) leader is showing stabilization after a soft start to the year, though YTD revenue of NT$41.78B is still down 6.8% versus 2025 — suggesting demand recovery in TV/large-panel DDIC and Tcon shipments but no clear AI/HBM-style acceleration yet.
The company disclosed that it has been invited to attend Citi's 2026 Taiwan Tech Conference, an investor event hosted by Citi Securities. Such conferences typically provide management an opportunity to meet institutional investors and discuss industry outlook, though no new material financial information is generally released. Full body available on MOPS.
The company announced it has been invited to participate in the "GS Taiwan Computex & Corporate Day" hosted by Goldman Sachs Securities. This is a routine investor relations engagement coinciding with Computex, where management typically meets with institutional investors. Full body available on MOPS.
Novatek announced the key resolutions passed at its 2026 (ROC year 115) Annual General Meeting of Shareholders. These typically cover items such as approval of financial statements, earnings distribution (dividends), and elections, which are material to shareholders for capital return and governance visibility. Full body available on MOPS.
Novatek (3034) reported April 2026 revenue of NT$9.23B, up 1.2% YoY and rebounding 8.9% MoM from March's NT$8.47B. The modest YoY gain alongside a sequential pickup suggests stabilizing display driver IC demand, though YTD revenue remains down 10.7% versus the same period in 2025, reflecting lingering softness in the broader DDIC/TDDI cycle outside of AI/HBM-led segments.