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IC design house Raydium flags DDI off-season; large-panel orders advance on early stocking

What happened

Raydium reported 2025 revenue of NT$22.4B, down 8.1% YoY, with operating profit plunging 28.4%. The company flagged a weak DDI off-season, while large-panel orders advanced due to early stocking. Bearish: Financial results and commentary signal sustained demand weakness for DDI, pressuring pricing.

Impact and signal

Medium impactImpact score: 55/100

Affected components and suppliers

Display Driver IC (DDI)
Raydium Semiconductor
earnings-missdemand-weaknessinventory

Source and time

Source: DigiTimes Asia · 2/25/2026 · View original source

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