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Raydium faces 4Q26 slowdown after AI capacity fears fuel customer stockpiling

  • Digitimes faviconDigitimes

    By Levi LiNov 4, 2026, 3:54 am126 ptsTrending
    photo of Raydium faces 4Q26 slowdown after AI capacity fears fuel customer stockpiling imageDisplay driver IC designer Raydium Semiconductor reported consolidated revenue of NT$6.57 billion (≈ US$200 million) for the third quarter of 2026, down 3.8% sequentially but up 21.0% year on year. Gross margin reached 26.4%, rising 0.7pp from the previous quarter but falling 2.2pp from a year earlier.…
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