MediaTek Inc

2454: XTAI (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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MediaTek Earnings: Multiple Talks on AI Chip Supply Boost Confidence; We Lift Valuation to TWD 1,660

Phelix Lee

Jul 31, 2025

MediaTek's second quarter of 2025 revenue was TWD 150 billion, down 2% from prior quarter but meeting management guidance. Gross margin exceeded guidance at 49.1% due to one-off benefit from a long-term agreement. Management expects revenue to drop 10% in the third quarter.

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MediaTek Inc

MediaTek Earnings: Multiple Talks on AI Chip Supply Boost Confidence; We Lift Valuation to TWD 1,660

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