AIROHA TECHNOLOGY Business Summary

AIROHA TECHNOLOGY CORP (6526.TW) operates as a leading fabless semiconductor company, generating revenue through the design and sale of high-performance integrated circuits (ICs) for wireless and fixed-line communications. The company’s business is structured into two primary groups: Wireless Communications, which dominates the True Wireless Stereo (TWS) and Global Navigation Satellite System (GNSS) markets, and Fixed Broadband, focusing on xPON, DSL, and high-speed Ethernet solutions. As of early 2026, AIROHA has strategically expanded its portfolio into optical communication and advanced Ethernet chips to capture the burgeoning AIoT and infrastructure sectors, with these segments projected to drive 20% of total revenue. Its primary direct competitors include Realtek Semiconductor, Qualcomm, Broadcom, and Nordic Semiconductor. Within this landscape, AIROHA maintains a premium position as a top-three global provider of TWS and GNSS chips, leveraging its "iterative technology" strategy to maintain high gross margins and technical entry barriers. The company is led by Chairman and President Ching-Jiang Hsieh, a veteran executive who concurrently serves as the Vice Chairman of parent company MediaTek Inc., ensuring tight strategic alignment with the global semiconductor giant. The leadership team includes Executive Vice President M. Shieh and Senior Vice Presidents Chang Wu and Yuchuan Yang, all of whom bring extensive R&D and operational expertise from the MediaTek ecosystem. AIROHA was originally formed through the strategic merger of MediaTek’s internal divisions and subsidiaries, inheriting a deep technical pedigree in low-power SoC design. As a majority-owned subsidiary of MediaTek (holding approximately 76% of shares), the company’s board includes notable figures such as Director Ta-Wei Ku and Independent Director Chen-Fu Chien. This institutional backing provides AIROHA with unparalleled access to advanced process technologies and a global sales network, distinguishing it from independent fabless peers.