Taipei, Jan 26, 2026, 10:30 (GMT+8) — Regular session
- Novatek Microelectronics shares climbed roughly 1% in early trading in Taipei.
- Taiwan’s benchmark index climbed past 32,000, driven by gains in chip giants.
- Investors have their sights set on Feb. 6, when Novatek will release its 2025 earnings and provide a sales update for January.
Shares of Taiwan-based display-driver chip maker Novatek Microelectronics Corp (3034.TW) climbed 1.15% to T$397.5 by 10:22 a.m. local time, fluctuating between T$388.5 and T$403.5 earlier in the session. This marked a second consecutive day of gains for the stock, which currently trades at roughly 13.7 times earnings, a typical metric for assessing price relative to profits. (Yahoo Finance)
Taiwan’s benchmark index climbed past 32,000 early in the session, boosted by strong performances from major tech players like TSMC and MediaTek. Taipei investors have been focusing on AI-related trades, gearing up for a busy week of U.S. tech earnings. (鉅亨網)
Novatek has a key date coming up. According to its investor-relations calendar, the company will release 2025 earnings and host an investor conference on Feb. 6. It will also publish its January sales report that day. (Novatek)
Novatek produces display driver integrated circuits — chips responsible for controlling pixels on screens — for a range of large and mid-sized displays found in TVs, notebooks, monitors, cameras, tablets, PCs, and automotive screens, according to its product details. (Novatek)
Display-driver stocks often move sharply with changes in panel demand and pricing, which can shift fast as handset makers tweak orders or TV brands roll out promotions. This makes the sector a useful, if volatile, barometer for consumer electronics—even when AI servers dominate the headlines.
Analyst Yeh Chun-min from Moore Securities Investment Consulting noted the market has “support at 30,600” and could climb to “32,000-32,500,” though he cautioned that hitting record highs might trigger steeper pullbacks. (Newtalk新聞)
Traders will be watching to see if early gains last through the close, as Taiwan’s market grows more sensitive to overnight moves in U.S. tech and any changes in guidance from major chip and hardware players.
Novatek faces the risk that a broad tech rally could hide weaker demand beneath the surface. If consumer electronics remain patchy, or if tougher competition drives deeper price cuts in display driver chips, the focus will quickly return to margins once results are released.
Novatek’s next big date is Feb. 6, when it reports 2025 earnings, hosts an investor conference, and unveils January sales numbers. Ahead of that, this week’s U.S. tech earnings will be scrutinized closely as investors look for signs to drive—or stall—sentiment around Asian chip stocks.
