INNOLUX Corporation: Softer H2outlook, semi contribution still limited-20260819
瑞银·2026-08-19 10:13
Global Research First Read INNOLUX Corporation Softer H2 outlook, semi contribution still limited ab 18 August 2026 Q2 earnings supported by one-off gain Q226 EPS of NT$0.57 was ahead of expectations on tax reversal gains. Q226 revenue reached NT$63.7bn, down 4% QoQ as pull-in momentum moderated. By segment, non-display declined 13% QoQ for 40% of sales, while commodity display grew low- singledigits QoQ and non-commodity display declined low-single digits QoQ. Despite lower revenue, GM improved 0.2ppts QoQ ...