MediaTek Inc

2454: XTAI (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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MediaTek Earnings: Lifting Fair Value by 77% on Clearer AI Upside and More Potential Wins

Phelix Lee

May 1, 2026

MediaTek doubled its 2026 revenue target for artificial intelligence application-specific integrated circuits to USD 2 billion. It now estimates the serviceable available market for AI ASICs to reach USD 70 billion-USD 80 billion in 2027 instead of 2028.

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MediaTek Inc

MediaTek Earnings: Lifting Fair Value by 77% on Clearer AI Upside and More Potential Wins

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