GCT Semiconductor Holding 2026年季度报告

(Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2026 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period from ___________ to ___________Commission File Number: 001-41013 GCT Semiconductor Holding, Inc.(Exact Name of Registrant as Specified in its Charter) Delaware(State or other jurisdiction ofincorporation or organization)2290 North 1st Street, Suite 201San Jose, California(Address of principal executive offices) Registrant’s telephone number, including area code: (408) 434‑6040 Not Applicable Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during thepreceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of RegulationS-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reporting company, or an emerginggrowth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company” in Rule 12b‑2of the Exchange Act. Large accelerated filer☐Non-accelerated filer☒Emerging growth company☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revisedfinancial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b‑2 of the Exchange Act).Yes☐No☒ As of August 6, 2026, the registrant had 91,969,726 shares of common stock, $0.0001 par value per share, outstanding. Special Note Regarding Forward-Looking Statements This Quarterly Report on Form 10‑Q (“Quarterly Report”) contains forward-looking statements within the meaning of the safeharbor provisions of the Private Securities Litigation Reform Act of 1995, including statements about our financial condition,results of operations, earnings outlook and our prospects. In addition, any statements that refer to projections, forecasts or othercharacterizations of future events or circumstances, including any underlying assumptions, are forward-looking statements.Forward-looking statements are typically identified by words such as “plan,” “believe,” “expect,” “anticipate,” “intend,” “outlook,”“estimate,” “forecast,” “project,” “continue,” “could,” “may,” “might,” “possible,” “potential,” “predict,” “should,” “would” andother similar words and expressions, but the absence of these words does not mean that a statement is not forward-looking. The forward-looking statements are based on the current expectations of our management and are inherently subject to uncertaintiesand changes in circumstances and their potential effects and speak only as of the date of such statement. These forward-lookingstatements involve a number of risks, uncertainties or other assumptions that may cause actual results or performance to bematerially different from those expressed or implied by these forward-looking statements. These risks and uncertainties include, butare not limited to, the following: •our ability to successfully commercialize, scale, and achieve market adoption of our 5th generation (“5G”) products,including through collaboration agreements with our major partners;•our financial and business performance, including our financial projections and business metrics;•macroeconomic conditions, including labor disputes, fluctuations in the value of the U.S. dollar, capital markets volatility,inflationary pressures, and disruptions to global supply chains;•the imposition of duties, tariffs, and other trade barriers and retaliatory countermeasures implemented by the U.S. andother governments, which have been and may continue to be subject to legal challenge, invalidation, and reimposition inmodified form;•changes in our strategy, future operations, financial position, estimated revenues and losses, forecasts, projected costs,prospects and plans;•increase in supply chain costs, including raw materials, sourcing, transportation and energy;•our inability to anticipate the future market demands and future needs of our customers;•the impact of component shortages, suppliers’ lack of production capacity, natural disasters or pandemics on our sourcingoperations and supply chain;•our ab