bullish
Mediatek 1Q25 6% Beat, Growth Accelerating in 2Q, Large Revenue Opportunity for Data Center ASIC
484 Views30 Apr 2025 14:07
Mediatek's strong performance in 1Q and positive outlook for 2Q, with potential growth in flagship smartphones, AI upgrades, and connectivity, but stock valuations are high compared to TSMC.
What is covered in the Full Insight:
- Introduction
- 1Q25 Financial Performance
- 2Q25 Growth Outlook
- Future Opportunities in ASIC and AI
- Conclusion and Stock Analysis
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 4-minute read)
Related Insights
More »- MediaTek (2454.TT): 3Q25 Outlook Is Expected to Decline by Approximately 0–6%.
- Mediatek Rising in Smartphones and Beyond - Q1 Market Share, Nvidia Partnership, TSMC Node Advantage
- MediaTek (2454.TT): Chinese Stimulus Program Might Lose Actively; Google DPU Project Delay to 2026.
- TIP Customized Taiwan Select High Dividend Index Rebalance: 22 Changes as Expected
- Mediatek Approaching Potential Share Catalyst at Computex Taiwan; Nvidia PC PC Announcement Expected
Trending Collections
More »Trending Insights
More »- 7&I (3382 JP) - Alimentation Couche-Tard Walks, Lobbing a Letter Bomb
- UK Jobs Data And The Muddled MPC
- Supreme Court's Final Ruling on Samsung's Lee Jae-Yong on 17 July: Impact on Samsung Group Companies
- TSMC 2Q25: A Number of Very Positive Messages, Plus a Major Contradiction on 4Q25 Revenue
- Seven & I Holdings (3382 JP): Dead Money as Couche-Tard Unsurprisingly Walks
Top Unpaywalled Insights
More »Discussions
(Paid Plans Only)
Top Quartile
Nicolas Baratte
Technology / Semiconductor / Internet Research
Price Chart(Sign Up to Access)
- Key Indicator Updates: Semi Sales, WFE Forecast, Latest Taiwan Monthlies & A Blow Out April For TSMC13 May 2025
- Taiwan Tech Weekly: Intel Foundry Gains Big Tech Interest; AMD CEO Champions Taiwan in D.C11 May 2025
- Mediatek Approaching Potential Share Catalyst at Computex Taiwan; Nvidia PC PC Announcement Expected11 May 2025
- Mediatek 1Q25 6% Beat, Growth Accelerating in 2Q, Large Revenue Opportunity for Data Center ASIC30 Apr 2025
- MediaTek 1Q25 Earnings: AI Momentum Drives Strength, But 2H Visibility Remains Murky Due to Tariffs30 Apr 2025
- MWC Barcelona Showcased The 6G Showdown: MediaTek Vs. Qualcomm in the Race for Wireless Supremacy06 Mar 2025
x