Managing Director, Zero One, Zero One

Vincent Fernando, CFA

20 years of experience researching capital markets in Asia and the USA.

Managing Director, Zero One

Mediatek 1Q25 6% Beat, Growth Accelerating in 2Q, Large Revenue Opportunity for Data Center ASIC

Mediatek Approaching Potential Share Catalyst at Computex Taiwan; Nvidia PC PC Announcement Expected

Taiwan Tech Weekly: Intel Foundry Gains Big Tech Interest; AMD CEO Champions Taiwan in D.C

MWC Barcelona Showcased The 6G Showdown: MediaTek Vs. Qualcomm in the Race for Wireless Supremacy

Smartphone Market Grew 2% in 1Q25 with 2 Positives Boosters: Apple Restocking in US, China Subsidies

MediaTek (2454.TT): Tariffs Are Highly Uncertain, but Client Purchasing Hasn’t Changed Much.

Zero One

Founded in 2015, Zero One produces independent investment research and provides corporate finance advisory services with a focus on both listed and private technology companies. Founder Vincent Fernando has over 20 years of experience in US and Asia capital markets.

Independent Investment Research

Equity Bottom-Up

<ul>
<li>
MediaTek beat 1Q25 EPS expectations as Smart Edge and mobile segments delivered strong sequential growth; flagship SoC traction supports improved ASP mix.</li>
<li>
AI remains central to strategy: NVIDIA partnership progressing -- NT$1bn AI ASIC revenue targeted for 2026.</li>
<li>
Tariff-Driven macro caution clouds 2H outlook, but we maintain Structural Long view -- AI, auto, and premium mobile SoCs drive long-term opportunity.</li>
</ul>



MediaTek beat 1Q25 EPS expectations as Smart Edge and mobile segments delivered strong sequential growth; flagship SoC traction supports improved ASP mix.

AI remains central to strategy: NVIDIA partnership progressing -- NT$1bn AI ASIC revenue targeted for 2026.

Tariff-Driven macro caution clouds 2H outlook, but we maintain Structural Long view -- AI, auto, and premium mobile SoCs drive long-term opportunity.


メディアテック2025年第1四半期決算：AIの勢いが業績を牽引、しかし関税の影響で下半期の見通しは不透明

Mediatek Inc

メディアテック2025年第1四半期決算：AIの勢いが業績を牽引、しかし関税の影響で下半期の見通しは不透明