MediaTek Inc

2454: XTAI (TWN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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MediaTek Earnings: Raise Valuation by 21% on Stronger AI Capex Outlook and More Potential Wins

Phelix Lee

Aug 3, 2026

MediaTek raised its 2026 artificial intelligence application-specific integrated circuits, or ASICs, target market share to 15%-20% from 10%-15% in 2027. It estimates the serviceable available market for AI ASICs will reach USD 80 billion in 2027 and 'grow significantly' in 2028.

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MediaTek Inc

MediaTek Earnings: Raise Valuation by 21% on Stronger AI Capex Outlook and More Potential Wins

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