May 2026 Revenue: NT$1.76B, +0.1% YoY
Original: 2026年5月 月營收 - 1,756,453千元 (MoM -0.8%, YoY +0.1%)
Summary
Fitipower (TWSE 4961) posted May 2026 revenue of NT$1.76B, essentially flat year-over-year (+0.1%) and down 0.8% from April. The flatlined top line and YTD revenue decline of 2.7% suggest the display driver IC maker is still working through soft consumer panel demand, with no visible lift yet from the broader semis AI cycle.
Full Translation
Fitipower Integrated Technology (TWSE: 4961, Semiconductors) reported May 2026 (ROC 115/05) monthly revenue of NT$1,756.5M (NT$1.76B), down 0.8% month-over-month from April's NT$1,769.8M and up a marginal 0.1% year-over-year versus May 2025's NT$1,754.3M. Year-to-date cumulative revenue through May 2026 reached NT$8,027.5M (NT$8.03B), a 2.7% decline from NT$8,247.1M in the same period of 2025. The print signals stable but stagnant demand — May is typically a seasonal build month for panel-driver IC shipments ahead of H2 TV/monitor production, so a flat YoY read with negative YTD comp implies the consumer display end-market remains subdued, with no clear handoff yet to AI- or HBM-adjacent growth drivers.