MediaTek Inc

2454: XTAI (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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MediaTek Earnings: Shares Cheap Amid Fears in Smartphone Competition; Retain TWD 1,660 Fair Value

Phelix Lee

Nov 3, 2025

MediaTek's September-quarter revenue was TWD 142 billion, down 5.5% from the prior quarter but better than the management guidance. Management expects USD 1 billion in revenue from artificial intelligence application-specific integrated circuits in 2026, and multibillions in 2027.

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MediaTek Inc

MediaTek Earnings: Shares Cheap Amid Fears in Smartphone Competition; Retain TWD 1,660 Fair Value

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