May 2026 Revenue: NT$9.41B, +9.4% YoY
Original: 2026年5月 月營收 - 9,412,486千元 (MoM +2.0%, YoY +9.4%)
Summary
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.
Full Translation
Novatek Microelectronics (TWSE: 3034), Semiconductor industry, reported May 2026 (ROC 115/05) monthly revenue of NT$9,412.49M (NT$9.41B), versus NT$9,225.02M in April 2026 (MoM +2.03%) and NT$8,607.34M in May 2025 (YoY +9.35%). Year-to-date cumulative revenue through May 2026 reached NT$41,782.81M (NT$41.78B), compared to NT$44,847.00M in the same period of 2025, a YTD change of -6.83% YoY. Filing date: 2026-06-11. No additional remarks provided by the company.