April 2026 Revenue: NT$9.23B, +1.2% YoY
Original: 2026年4月 月營收 - 9,225,016千元 (MoM +8.9%, YoY +1.2%)
Summary
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.
Full Translation
Novatek Microelectronics (TWSE: 3034, Semiconductor) — Monthly Revenue Filing for April 2026 (Reporting Period: 2026-04, Filed: 2026-05-12).
Monthly Revenue:
- April 2026 revenue: NT$9,225.0M (NT$9.23B)
- March 2026 revenue: NT$8,468.6M (NT$8.47B)
- April 2025 revenue: NT$9,119.5M (NT$9.12B)
- Month-over-Month change: +8.93%
- Year-over-Year change: +1.16%
Cumulative (YTD) Revenue:
- Jan-Apr 2026 cumulative revenue: NT$32,370.3M (NT$32.37B)
- Jan-Apr 2025 cumulative revenue: NT$36,239.7M (NT$36.24B)
- YTD YoY change: -10.68%
Remarks: None.
Novatek, a leading fabless designer of display driver ICs (DDIC), TDDI, and SoCs for TVs/monitors/smartphones, posted a sequential rebound after a soft March, with April revenue returning above the NT$9B mark and edging slightly above the prior-year comparable. However, the double-digit YTD decline indicates that the recovery in legacy display-related silicon remains uneven and lags AI/HBM-driven segments of the semiconductor cycle.