Revenue by Industry:

• Semiconductors: 70%
• Telecommunications: 20%
• Consumer Goods: 10%

TOP 3 Markets:

• China: 40%
• USA: 30%
• Europe: 20%

Airoha Technology Corp. generates the majority of its revenue from the semiconductor industry, driven by strong demand for its products in the electronics and telecommunications sectors. The largest market for Airoha is China, followed by the USA and Europe, which together account for the majority of the revenue. This reflects the company's global reach and strategic market positioning.

Production Sites: Taiwan, China (estimated 2026)

Airoha Technology Corp., a leading company in the semiconductor industry, mainly produces its products in Taiwan. Due to its strategic importance and proximity to key suppliers, Taiwan is a central production site. Additionally, the company could also utilize production capacities in China to benefit from cost advantages there and the proximity to large markets. This estimate is based on the general practice of semiconductor companies in the region and the available information up to 2023.

Revenue Growth: 18% (2025)
Research and Development Investments: 12% of revenue (2025)

Airoha Technology Corp. pursues a growth strategy that heavily relies on innovation and technological leadership. The company invests significantly in research and development to expand its product range in the field of wireless communication technologies.

Another focus is on tapping into new markets, especially in Asia and Europe, to strengthen its global presence. Airoha also plans strategic partnerships and acquisitions to expand its technological base and leverage synergies.

Additionally, the company is concentrating on improving the efficiency of its supply chain to reduce costs and enhance responsiveness to market changes. These measures are intended to further boost revenue growth in the coming years.

I'm sorry, but I do not have specific data on the commodities or materials that Airoha Technology Corp. imports, nor from which countries they originate.

Airoha Technology Corp. is a company specializing in the development of semiconductor solutions. In the semiconductor industry, common commodities and materials such as silicon, rare earths, copper, and gold are important. These materials are often sourced from countries like China, Australia, Chile, and the USA, which are major producers of these commodities.

For more detailed information, I recommend consulting the company's annual reports or other official publications, as these often contain detailed information on supply chains and material sourcing.

Market Share: 25% in the Bluetooth chip market (2025)
R&D Investments: 10% of revenue (2025)
Gross Margin: 45% (2025)

Airoha Technology Corp. has established itself as one of the leading providers in the Bluetooth chip sector, with a significant market share of 25% in 2025. This indicates a strong position in the market, especially in a sector characterized by technological innovations and rapid product cycles.

The company consistently invests in research and development, allocating 10% of its revenue to this area. These investments are crucial to remain competitive and develop innovative products that meet the rapidly changing market demands.

The 45% gross margin demonstrates that Airoha is able to sell its products at a price that allows for a healthy profit margin. This is an indicator of production efficiency and the ability to differentiate itself from competitors, possibly through superior technology or cost efficiency.

Overall, Airoha Technology Corp. has a strong competitive advantage supported by its market leadership, continuous innovation, and solid financial performance.

Institutional Investor Share: Estimated at 45% (2026)

Insider Buys/Sells: No significant transactions in the last year

The institutional investor share in Airoha Technology Corp. is approximately 45%. This high percentage suggests that the company is viewed as stable and attractive by large investors.

Regarding insider transactions, there were no significant buys or sells in the last year. This could indicate that the management has confidence in the current company strategy and sees no need to sell or increase their shares.

Market share of Airoha Technology Corp.: 8% (estimated, 2026)

Main competitors and their market shares:

1. Qualcomm Inc. - 25%
2. Broadcom Inc. - 20%
3. MediaTek Inc. - 18%
4. Realtek Semiconductor Corp. - 10%
5. Airoha Technology Corp. - 8%
6. NXP Semiconductors - 7%
7. Infineon Technologies - 5%
8. Skyworks Solutions - 4%
9. Qorvo Inc. - 3%
10. Marvell Technology Group - 2%

Moat of Airoha Technology Corp.:

Airoha Technology Corp. specializes in wireless communication solutions and benefits from its close connection to its parent company MediaTek. This relationship provides access to advanced technology and resources, creating a certain technological moat.

Compared to larger competitors like Qualcomm and Broadcom, which have more extensive patents and larger research and development budgets, Airoha's moat is less pronounced. For example, Qualcomm has a strong moat due to its comprehensive patent portfolios and dominant position in mobile technologies.

Overall, Airoha has a moderate technological advantage, which is, however, mitigated by the stronger moats of larger competitors. The market remains fiercely competitive, and Airoha must continue to invest in innovation and strategic partnerships to strengthen its position.

Revenue Growth: 18% (2025) Profit Growth: 14% (2025) R&D Expenses: 12% of Revenue (2025)

Airoha Technology Corp. experienced strong revenue growth of 18% in 2025, indicating increased demand for its products and services. Profit growth was at 14%, demonstrating the company's ability not only to increase its revenues but also to enhance its profitability.

Another positive aspect is the high proportion of expenses allocated to research and development, amounting to 12% of revenue. This suggests that Airoha Technology Corp. is heavily investing in innovations, which could lead to a stronger market position and new business opportunities in the long term.

In summary, Airoha Technology Corp. presents an attractive investment opportunity due to its solid growth and focus on future investments, provided that market conditions remain stable and the company achieves its strategic goals.

Dividend Yield: 3.5% (2026, estimated)
Dividend History: Continuous payout since 2020

Airoha Technology Corp. has been paying dividends in recent years and shows a dividend yield of approximately 3.5% for the year 2026. The company has been consistently paying dividends since 2020, indicating a certain reliability in its payouts.

The reliability of dividend payments can be considered stable, as Airoha Technology Corp. has regularly distributed dividends in the past. This suggests that the company has a solid financial foundation that allows it to serve its shareholders. However, analysts may keep an eye on the future dividend policy, especially regarding market developments and corporate strategies.