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NOVATEK FOR IMMEDIATE RELEASE David Chen Novatek , Investor Relations 聯 詠 科技 股份有限公司 NOVATEK MICROELECTRONICS CORP . Aug 6th , 2026 Phone : +886 3 567 0889 ext 25212 Contact ir@novatek.com.tw Website www.novatek.com.tw Novatek Announces 2026 Second Quarter Consolidated Financial Result & 2026 Third Quarter Outlook : Second Quarter Revenue & PAT Reached NT $ 28.66B & NT $ 6.33B Respectively With EPS of NT $ 10.40 Hsin - chu , Taiwan , ROC - Aug 6th , 2026 - Novatek ( TSE : 3034 ) , a leading global smart display and image total solution provider , today announced its second quarter consolidated financial result of 2026 and the third quarter outlook during the investor conference . The second quarter revenue was up by 23.83 % quarter - over - quarter to NT $ 28.66 billion from NT $ 23.15 billion in Q1'26 , and increased by 9.59 % year - over - year from NT $ 26.15 billion in Q2'25 . The second quarter gross margin increased by 3.36 % p quarter - over - quarter to 42.42 % from 39.06 % in Q1'26 , and increased by 6.12 % p year - over - year from 36.30 % in Q2'25 . Driven by increased demand from customers ' pull - ins during the second quarter , all of three Company's product lines recorded the sequential growth . As a result , both revenue and profit increased significantly compared with the first quarter . Second quarter operating expenses increased quarter - over - quarter to NT $ 5.69 billion from NT $ 5.01 billion in Q1'26 , and increased year - over - year from NT $ 4.67 billion in Q2'25 . Second quarter operating income increased by 60.5 % quarter - over - quarter to NT $ 6.47 billion from NT $ 4.03 billion in Q1'26 , and increased by 34.1 % year - over - year from NT $ 4.82 billion in Q2'25 . Novatek's 2026 Q2 net income increased by 67.97 % quarter - over - quarter to NT $ 6.33 billion , and increased by 69.22 % year - over - year from NT $ 3.74 billion in Q2'25 . Earnings per share for Q2'26 were NT $ 10.40 , compared with NT $ 6.14 in Q2'25 . Management expects overall performance for the third quarter of 2026 to be as follows : Revenue is expected to be between NT $ 30.0 billion and NT $ 31.2 billion ( based on the exchange rate @ 1 : 32.0 ) Gross profit margin is expected to be between 38.5 % and 41.5 % Operating profit margin is expected to be between 19 % and 22 %
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聯詠科技股份有限公司 NOVATEK MICROELECTRONICS CORP. Sales & Profits Sales Breakdown by Product About Novatek Novatek is a trusted partner in smart imaging and smart display technologies, providing comprehensive and highly integrated solutions. Established in 1997, the company has grown to become the world’s largest supplier of display-related ICs. In 2025, Novatek ranked as the ninth-largest IC design company globally and the third largest in Taiwan by revenue (TW. 3034). For more information, please visit the company’s website at www.novatek.com.tw.
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Novatek Microelectronics Corp. Financial Report 2026 Q2 Issued in Aug 2026
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2. Monthly Sales (Unit: NT$M) 2026 2025 + (-) % January 7,617 8,481 -10% February 7,059 9,267 -24% March 8,469 9,372 -10% April 9,225 9,120 1% May 9,412 8,607 9% June 10,023 8,425 19% July 10,296 8,120 27% August 8,175 September 8,278 October 7,879 November 7,619 December 7,320 Total: 62,101 100,663 1%
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3. Sales Breakdown By Products (Unit: NT$M) 2026/Q2 2026/Q1 2025/Q4 2025/Q3 2025/Q2 AMT % AMT % AMT % AMT % AMT % SOC 14,706 51 10,240 4 4 8,094 35 9,039 37 9,606 37 DRIVER 13,990 49 12,933 5 6 14,742 6 5 15,454 6 3 16,426 6 3 Total: 28,696 100 2 3 , 1 7 2 1 0 0 22,836 1 0 0 2 4 , 4 9 2 100 2 6 , 0 3 1 1 0 0 OTHERS 13 0 2 0 40 0 166 1 158 1 Return & Allowance (48) (0) (29) (0) (60) (0) (84) (0) (37) (0) Grand Total: 28,660 100 2 3 , 1 4 5 1 0 0 22,817 1 0 0 2 4 , 5 7 4 100 2 6 , 1 5 2 1 0 0 Growth 24% -6% 1% -7% -4% Product
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4. Consolidated Income Statement (1H YoY) 2026/1H % 2025/1H % Growth % Net sales 51,805 100.00 53,272 100.00 (2.75) Cost of good sold (30,609) (59.08) (32,996) (61.94) (7.23) Gross Profit 21,197 40.92 20,276 38.06 4.54 Operating Exp. (10,703) (20.66) (9,758) (18.33) 9.69 Selling & Adm. (1,577) (3.04) (1,539) (2.90) 2.47 R & D Exp. (9,126) (17.62) (8,218) (15.43) 11.04 Operating Income 10,493 20.26 10,519 19.75 (0.24) Net Non-Operating 1,678 3.24 224 0.42 648.59 Income Before Tax 12,171 23.49 10,743 20.17 13.29 Income Tax Exp. (2,076) (4.01) (1,740) (3.27) 19.33 Net Income 10,095 19.49 9,003 16.90 12.13 EPS 16.59 14.80 (Unit: NT$M)
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5. Consolidated Income Statement (Q2 YoY) 2026/Q2 % 2025/Q2 % Growth % Net sales 28,660 100.00 26,152 100.00 9.59 Cost of good sold (16,503) (57.58) (16,658) (63.70) (0.93) Gross Profit 12,157 42.42 9,494 36.30 28.05 Operating Exp. (5,691) (19.86) (4,671) (17.86) 21.85 Selling & Adm. (841) (2.94) (756) (2.89) 11.34 R & D Exp. (4,850) (16.92) (3,915) (14.97) 23.87 Operating Income 6,466 22.56 4,823 18.44 34.06 Net Non-Operating 1,316 4.59 (221) (0.84) (696.19) Income Before Tax 7,782 27.15 4,602 17.60 69.08 Income Tax Exp. (1,454) (5.07) (863) (3.30) 68.46 Net Income 6,328 22.08 3,739 14.30 69.22 EPS(NT$) 10.40 6.14 (Unit: NT$M)
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6. Consolidated Income Statement (QoQ) 2026/Q2 % 2026/Q1 % Growth % Net sales 28,660 100.00 23,145 100.00 23.83 Cost of good sold (16,503) (57.58) (14,105) (60.94) 17.00 Gross Profit 12,157 42.42 9,040 39.06 34.48 Operating Exp. (5,691) (19.86) (5,012) (21.66) 13.54 Selling & Adm. (841) (2.94) (736) (3.18) 14.31 R & D Exp. (4,850) (16.92) (4,276) (18.48) 13.41 Operating Income 6,466 22.56 4,028 17.40 60.53 Net Non-Operating 1,316 4.59 362 1.57 263.68 Income Before Tax 7,782 27.15 4,389 18.97 77.28 Income Tax Exp. (1,454) (5.07) (622) (2.69) 133.65 Net Income 6,328 22.08 3,767 16.28 67.97 EPS(NT$) 10.40 6.19 (Unit: NT$M)
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7. Key Financial Numbers (Unit: NT$M) 2026/6/30 2026/3/31 2025/12/31 2025/09/30 2025/06/30 Net Cash 53,990 48,919 42,419 39,657 54,719 QoQ Change 5,071 6,500 2,762 (15,063) 1,489 Notes & Accounts receivable 20,396 17,924 21,099 20,568 19,907 QoQ Change 2,473 (3,175) 531 661 (469) Inventory 13,310 10,851 8,641 9,201 9,178 QoQ Change 2,459 2,210 (560) 23 (420)