MediaTek Inc

2454: XTAI (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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MediaTek Earnings: Secular AI Growth Trumps Near-Term Smartphone Woes; Valuation Hiked 12%

Phelix Lee

Feb 5, 2026

MediaTek's December-quarter revenue was TWD 150 billion, up 5.7% from the prior quarter and met guidance. Management raised its serviceable available market estimate for artificial intelligence application-specific integrated circuits, or ASICs, to as high as USD 70 billion.

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MediaTek Inc

MediaTek Earnings: Secular AI Growth Trumps Near-Term Smartphone Woes; Valuation Hiked 12%

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