GCT Semiconductor Holding Inc

GCT Semiconductor Holding, Inc. is a fabless semiconductor company that designs, manufactures, and sells communication semiconductors for industrial, business-to-business, and consumer applications. Its products include 5G/5.75G/4.5G/4G transceivers and modems, RF and modem chipsets based on 4G LTE technology, baseband modem solutions, RF transceivers, and system-on-chip (SoC) solutions. The company also develops cellular IoT chipsets for low-speed mobile networks and 5G NR chipsets. Its products are used in portable wireless routers, fixed wireless routers, industrial machine-to-machine applications, smartphones, and other devices. GCT sells directly and through distributors to wireless operators, OEMs, and ODMs in Taiwan, China, Korea, Japan, Europe, North America, and South America. It has a strategic partnership with MaxLinear, Inc. to develop 5G fixed wireless access gateways. Founded in 1998, GCT is headquartered in San Jose, California.

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GCT Semiconductor expects second-half 2026 5G chipset shipments to surpass first half

GCT Semiconductor expects its 5G chipset shipments in the second half of 2026 to exceed first-half levels as commercialization progresses. The company shipped more than 5,100 5G chipsets in the second quarter, representing approximately 71% sequential growth, and has secured required production capacity through the first quarter of 2027. Second-quarter net revenues fell 18% to $1 million, while net loss widened to $20.4 million, partly due to a $12.3 million loss from changes in warrant liabilities. Management cited customer deployment delays as a drag on near-term revenue but highlighted a new UAV and defense-related customer win and a pipeline spanning terrestrial broadband, satellite, and industrial IoT.

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