Mediatek 3Q25: Good News (ASIC Revenue) But Weak Margins Getting Weaker. Stock Not Attractive.
Weak 3Q and 4Q guidance due to wafer price and TSMC tightness, but upbeat ASIC guidance for long-term growth. MTK positioning as next ASIC...
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MediaTek (2454.TT): 4Q25 GM Eases on Mix; 2025 Record Revenue; 2026 AI Upswing Begins
MediaTek's 4Q25 guidance shows revenue growth and margin stability, with a focus on expanding Cloud ASIC TAM and AI strategy for long-term profit...
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Smartphone 3Q25: A Little Bit Better, Just a Little
Smartphone unit growth remains low at ~3% YoY, with premium replacement demand solid and improvements in Emerging Markets.
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MediaTek (2454.TT): 4Q25 Expected to Be Flat QoQ; D9600 Mass Production Scheduled for Late 2026.
Mediatek Inc's 4Q25 performance expected to stay flat, announces 2nm chip tape-out for late 2026 mass production. MediaTek showcased a range of...
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Primer: Mediatek Inc (2454 TT) - Oct 2025
MediaTek has solidified its position as a global leader in the smartphone SoC market, surpassing key competitors in shipment volume,...
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