GCT Semiconductor Holding, Inc. Class A (GCTS)

Over the past six months, GCT Semiconductor Holding, Inc.'s stock price has declined. In September 2025, GCT Semiconductor secured $10.7 million in debt financing from Anapass, Inc. The company reported its third-quarter 2025 financial results on November 12, 2025, which included the recognition of initial 5G product revenue. Insider buying by Director Shin Hyunsoo in early September 2025, totaling $23,785, also occurred during this period of stock decline. The company's Q2 2025 revenue saw a 19% decrease year-over-year, and gross margin fell from 63% to 32%.

The provided information does not explicitly detail demand seasonality for GCT Semiconductor Holding, Inc.'s products and services. GCT Semiconductor is moving towards full-scale 5G deployment, with initial 5G chipset orders already exceeding 2,500 units. The company anticipates volume shipments of 5G products to begin in late Q4 2025 or early Q1 2026, suggesting an expected ramp-up in demand during this period.

GCT Semiconductor Holding, Inc. is a fabless semiconductor company specializing in 4G LTE and 5G solutions within the Technology sector. Their products include 4G LTE modems, 5G NR solutions, and IoT connectivity solutions for various devices. The company's business model focuses on in-house design and development, with manufacturing outsourced to third-party foundries.

GCT Semiconductor Holding, Inc. is headquartered in San Jose, California, with additional offices in Korea and other global locations. The company's products are sold directly or through distributors to OEMs and ODMs across key markets, including Taiwan, China, Korea, Japan, Europe, North America, and South America.

In the past year, GCT Semiconductor Holding, Inc. has made significant strides that positively impact its brand reputation, particularly in the 5G space. The company successfully completed the sampling of its 5G chipsets and modules to all lead customers, who have provided increasingly positive feedback. A key highlight was the public signaling by a 5G network operator of full-service activation before year-end 2025, utilizing GCT's 5G platform. GCT Semiconductor collaborated with Airspan and Gogo to successfully complete the industry's first end-to-end 5G Air-to-Ground (ATG) call.

GCT Semiconductor Holding, Inc. has a diverse ownership structure, with 77 institutional owners and shareholders holding a total of 4,211,304 shares. Anapass, Inc. is identified as GCT's largest shareholder and a strategic investor, owning 14.04% of the company's shares. Director Shin Hyunsoo directly owns 650,254 shares as of September 2025. Institutional shareholders own 6.63% of the stock, insiders own 20.98%, and retail investors hold 72.39%.