Novatek Microelectronics stock reports 25 percent September growth

Novatek Microelectronics stock (ISIN TW0003034005) was last at TWD 529 on the Taiwan Stock Exchange on October 7, 2026, down 1.49 percent from the previous close. The latest company figure is September revenue of TWD 10.347 billion, which TechNews reported on October 6, 2026.

September sales gain traction

September revenue increased 0.2 percent from August and 25.0 percent from September 2025, according to TechNews. Revenue for the first nine months reached TWD 82.777 billion, up 6.3 percent year over year, giving the company a stronger cumulative base than the monthly increase alone suggests.

The result also extends a sequence of year-over-year monthly gains reported for July, August and September. For investors, the key distinction is between sales growth and profitability, because higher memory and supply-chain costs remain part of Novatek's operating outlook.

Q2 margin exceeded guidance

Novatek's Q2 FY2026 revenue was TWD 28.66 billion, up 23.8 percent quarter over quarter and 9.6 percent year over year, according to the Yahoo Finance transcript dated August 6, 2026. Gross profit reached TWD 12.16 billion, while operating income was TWD 6.47 billion, up 60.5 percent from the first quarter.

Gross margin was 42.42 percent in Q2, compared with guidance of 38 percent to 41 percent, and operating margin reached 22.56 percent against guidance of 16 percent to 19 percent. Net income was TWD 6.33 billion, up 69.2 percent year over year, while earnings per share rose to TWD 10.40 from TWD 6.14 a year earlier.

Q3 guidance meets cost pressure

For Q3 FY2026, management guided to revenue of TWD 30.0 billion to TWD 31.2 billion, gross margin of 38.5 percent to 41.5 percent and operating margin of 19 percent to 22 percent, the Yahoo Finance transcript shows. The revenue range implies sequential growth from Q2, while the margin range sits below the 42.42 percent Q2 result.

Management also described softer second-half demand for consumer electronics and rising memory, foundry and packaging costs. That combination makes the Q3 margin outcome more important than the September sales increase, particularly as Novatek expands edge AI vision products and smartphone-related driver IC programs.

Stock remains below its yearly high

At TWD 529 on October 7, 2026 at 1:30 p.m. TST, Novatek stock stood 12.7 percent below its 52-week high of TWD 606 and above its 52-week low of TWD 352. Market capitalization was TWD 321.9 billion, with volume of 2,028,570 shares.

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