Revenue YoY YoY 0.0% · flat band

Innolux Corporation 群創

3481 · OSAT & Substrates · Panel-Level Packaging / Glass Substrate · TWSE · par NT$ 10

One of Taiwan's two large TFT-LCD panel makers, extending its large-area glass-processing capability into advanced semiconductor packaging via Fan-Out Panel-Level Packaging (FOPLP) and through-glass-via (TGV) glass-core substrates. The panel-level format positions it as a substrate supplier for high-performance and AI-accelerator chip packaging, where large rectangular panels offer area and cost advantages over wafer-level approaches.

OSAT & Substrates · 23 peers, this one outlined

below −10%above +50%

58TECHI health

Revenue (TERMI)44Profitability100Quality33Sentiment66

0–100, mostly how each is changing against the company’s own history, not its level

Sep 2026 flash, provisional: TECHI 60 (+1.9) · TERMI 48 (+4.2) · tier-informed

Monthly revenue

Aug 2026 · latest reported month

Latest revenue

NT$ 18.7B

MoM

−1.0%

YoY

0.0%

T12M revenue

NT$ 244.5B

trailing 12-month

YoY % · last 12 months

Stock price

Daily close in NT$, with volume · adjusted for stock dividends and splits

Revenue trend

Monthly revenue with the trailing 12-month sum

Sep nowcastSep revenue nowcast

NT$ 21.2Bmiddle estimate

tier-informed estimate

50% bandlikely range

NT$ 18.1BNT$ 24.6B

Year-over-year %

Each month against the same month a year earlier

Last 12 months

Revenue, changes and trailing sums by month

Aug 2026NT$ 18.7B

MoM: −1.0%
YoY: 0.0%
T3M: NT$ 59.3B
T12M: NT$ 244.5B
YTD: NT$ 167.8B
YTD vs prior: +11.8%

Jul 2026NT$ 18.9B

MoM: −13.0%
YoY: −1.9%
T3M: NT$ 61.2B
T12M: NT$ 244.5B
YTD: NT$ 149.1B
YTD vs prior: +13.5%

Jun 2026NT$ 21.7B

MoM: +5.1%
YoY: +17.2%
T3M: NT$ 63.6B
T12M: NT$ 244.8B
YTD: NT$ 130.2B
YTD vs prior: +16.1%

May 2026NT$ 20.6B

MoM: −2.8%
YoY: +10.3%
T3M: NT$ 66.9B
T12M: NT$ 241.6B
YTD: NT$ 108.5B
YTD vs prior: +15.9%

Apr 2026NT$ 21.2B

MoM: −15.0%
YoY: +11.8%
T3M: NT$ 65.8B
T12M: NT$ 239.7B
YTD: NT$ 87.9B
YTD vs prior: +17.3%

Mar 2026NT$ 25.0B

MoM: +27.8%
YoY: +33.1%
T3M: NT$ 66.7B
T12M: NT$ 237.5B
YTD: NT$ 66.7B
YTD vs prior: +19.2%

Show 6 older months

Feb 2026NT$ 19.5B

MoM: −11.7%
YoY: +5.6%
T3M: NT$ 63.1B
T12M: NT$ 231.3B
YTD: NT$ 41.7B
YTD vs prior: +12.1%

Jan 2026NT$ 22.1B

MoM: +3.3%
YoY: +18.6%
T3M: NT$ 60.7B
T12M: NT$ 230.2B
YTD: NT$ 22.1B
YTD vs prior: +18.6%

Dec 2025NT$ 21.4B

MoM: +25.2%
YoY: +19.2%
T3M: NT$ 56.8B
T12M: NT$ 226.7B
YTD: NT$ 226.7B
YTD vs prior: +4.8%

Nov 2025NT$ 17.1B

MoM: −5.9%
YoY: −8.9%
T3M: NT$ 55.2B
T12M: NT$ 223.3B
YTD: NT$ 205.3B
YTD vs prior: +3.5%

Oct 2025NT$ 18.2B

MoM: −8.3%
YoY: +7.8%
T3M: NT$ 56.8B
T12M: NT$ 225.0B
YTD: NT$ 188.2B
YTD vs prior: +4.8%

Sep 2025NT$ 19.9B

MoM: +6.3%
YoY: +3.9%
T3M: NT$ 57.8B
T12M: NT$ 223.7B
YTD: NT$ 170.0B
YTD vs prior: +4.5%

Period	Revenue	MoM	YoY	T3M	T12M	YTD	YTD vs prior
Aug 2026	NT$ 18.7B	−1.0%	0.0%	NT$ 59.3B	NT$ 244.5B	NT$ 167.8B	+11.8%
Jul 2026	NT$ 18.9B	−13.0%	−1.9%	NT$ 61.2B	NT$ 244.5B	NT$ 149.1B	+13.5%
Jun 2026	NT$ 21.7B	+5.1%	+17.2%	NT$ 63.6B	NT$ 244.8B	NT$ 130.2B	+16.1%
May 2026	NT$ 20.6B	−2.8%	+10.3%	NT$ 66.9B	NT$ 241.6B	NT$ 108.5B	+15.9%
Apr 2026	NT$ 21.2B	−15.0%	+11.8%	NT$ 65.8B	NT$ 239.7B	NT$ 87.9B	+17.3%
Mar 2026	NT$ 25.0B	+27.8%	+33.1%	NT$ 66.7B	NT$ 237.5B	NT$ 66.7B	+19.2%
Feb 2026	NT$ 19.5B	−11.7%	+5.6%	NT$ 63.1B	NT$ 231.3B	NT$ 41.7B	+12.1%
Jan 2026	NT$ 22.1B	+3.3%	+18.6%	NT$ 60.7B	NT$ 230.2B	NT$ 22.1B	+18.6%
Dec 2025	NT$ 21.4B	+25.2%	+19.2%	NT$ 56.8B	NT$ 226.7B	NT$ 226.7B	+4.8%
Nov 2025	NT$ 17.1B	−5.9%	−8.9%	NT$ 55.2B	NT$ 223.3B	NT$ 205.3B	+3.5%
Oct 2025	NT$ 18.2B	−8.3%	+7.8%	NT$ 56.8B	NT$ 225.0B	NT$ 188.2B	+4.8%
Sep 2025	NT$ 19.9B	+6.3%	+3.9%	NT$ 57.8B	NT$ 223.7B	NT$ 170.0B	+4.5%

Period

Revenue

MoM

YoY

T3M

T12M

YTD

YTD vs prior

Aug 2026

NT$ 18.7B

−1.0%

0.0%

NT$ 59.3B

NT$ 244.5B

NT$ 167.8B

+11.8%

Jul 2026

NT$ 18.9B

−13.0%

−1.9%

NT$ 61.2B

NT$ 244.5B

NT$ 149.1B

+13.5%

Jun 2026

NT$ 21.7B

+5.1%

+17.2%

NT$ 63.6B

NT$ 244.8B

NT$ 130.2B

+16.1%

May 2026

NT$ 20.6B

−2.8%

+10.3%

NT$ 66.9B

NT$ 241.6B

NT$ 108.5B

+15.9%

Apr 2026

NT$ 21.2B

−15.0%

+11.8%

NT$ 65.8B

NT$ 239.7B

NT$ 87.9B

+17.3%

Mar 2026

NT$ 25.0B

+27.8%

+33.1%

NT$ 66.7B

NT$ 237.5B

NT$ 66.7B

+19.2%

Feb 2026

NT$ 19.5B

−11.7%

+5.6%

NT$ 63.1B

NT$ 231.3B

NT$ 41.7B

+12.1%

Jan 2026

NT$ 22.1B

+3.3%

+18.6%

NT$ 60.7B

NT$ 230.2B

NT$ 22.1B

+18.6%

Dec 2025

NT$ 21.4B

+25.2%

+19.2%

NT$ 56.8B

NT$ 226.7B

+4.8%

Nov 2025

NT$ 17.1B

−5.9%

−8.9%

NT$ 55.2B

NT$ 223.3B

NT$ 205.3B

+3.5%

Oct 2025

NT$ 18.2B

−8.3%

+7.8%

NT$ 56.8B

NT$ 225.0B

NT$ 188.2B

+4.8%

Sep 2025

NT$ 19.9B

+6.3%

+3.9%

NT$ 57.8B

NT$ 223.7B

NT$ 170.0B

+4.5%