Taiwan Fabless IC Designers: Quarterly Revenue (Q2 2026)
MediaTek, Novatek, Realtek, Phison, GUC and Alchip — Q2 2026 consolidated revenue and profitability for Taiwan's six major fabless IC designers. Sharp divergence: Phison (+279%) and GUC (+128%) driven by AI storage and AI ASIC; MediaTek, Novatek and Realtek grew modestly.
| Company (ticker) | Q2 2026 revenue | YoY | Gross margin | Q2 EPS | Focus |
|---|---|---|---|---|---|
| MediaTek (2454) | NT$152.2bn | +1.2% | 46.2% | NT$15.28 | Phone SoC + edge; expanding into cloud ASIC |
| Phison (8299) | NT$67.9bn | +279.5% | 65.3% | NT$118.57 | NAND controllers / AI storage (record quarter) |
| Realtek (2379) | NT$37.6bn | +17.7% | 47.0% | NT$7.42 | Networking / Wi-Fi / BT / audio ICs |
| Novatek (3034) | NT$28.7bn | +9.6% | 42.4% | NT$10.40 | Display driver ICs + SoC (SoC >50%) |
| GUC (3443) | NT$13.9bn | +127.6% | 21.6% | NT$11.61 | ASIC design service (TSMC-affiliated) |
| Alchip (3661) | NT$7.6bn (US$241.7M) | -16.5% | ~34.9% | NT$20.01 | HPC/AI ASIC design service (N3/N2) |
Method & sources
Consolidated revenue and YoY for Q2 2026 (Apr 1 – Jun 30, 2026), same calendar-quarter basis, retrieved 2026-08-23. **First-party (official IR + MOPS cross-verified)**: MediaTek https://www.mediatek.com/hubfs/MediaTek%20Assets/Pdfs/Quarterly%20Earnings%20Release/2026/Quarterly%20Earnings%20Release-2026Q2/Prepared%20remarks.pdf . **The other five are earnings-call figures cross-checked across multiple financial outlets (core revenue/EPS consistent across sources, but not fully first-party; recommend reconciling against each company's Q2 consolidated filing on Taiwan's MOPS)**: Novatek (call / Aug 4 board), Realtek https://www.investing.com/news/company-news/realtek-q2-2026-slides-revenue-rises-18-as-margins-compress-93CH-4825302 , Phison https://news.cnyes.com/news/id/6575798 , GUC https://www.guc-asic.com/upload/2026_07_30/8_20260730150614vk7g0sPpn4.pdf , Alchip (Aug 14 call; EPS NT$20.01 consistent across multiple outlets; Q2 gross margin is call-basis pending MOPS reconciliation). **Caliber notes**: figures are quarterly consolidated revenue (not monthly); EPS is single-quarter (not H1); Alchip discloses net income in USD but EPS in NT$. Alchip's negative YoY reflects project mix; QoQ was +82%.
Retrieved: 2026-08-23
FAQ
- What does "Taiwan Fabless IC Designers: Quarterly Revenue (Q2 2026)" cover?
- It covers MediaTek (2454), Phison (8299), Realtek (2379), Novatek (3034), GUC (3443), Alchip (3661), compared across: Company (ticker), Q2 2026 revenue, YoY, Gross margin, Q2 EPS, Focus.
- What are the sources and methodology?
- Consolidated revenue and YoY for Q2 2026 (Apr 1 – Jun 30, 2026), same calendar-quarter basis, retrieved 2026-08-23.
- When was this data last updated?
- The data was retrieved/updated on 2026-08-23.