MediaTek (2454) Resumen de Acciones
MediaTek Inc. se dedica a la investigación, desarrollo, producción, fabricación y comercialización de circuitos integrados (CI) multimedia en Taiwán, el resto de Asia y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 0/6 |
| Crecimiento futuro | 6/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 6/6 |
| Dividendos | 3/6 |
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Analyst Price Targets
Competidores de MediaTek Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | NT$4,475.00 |
| Máximo en las últimas 52 semanas | NT$4,970.00 |
| Mínimo de 52 semanas | NT$1,130.00 |
| Beta | 1.63 |
| Cambio en 1 mes | 41.84% |
| Variación en 3 meses | 153.54% |
| Cambio de 1 año | 259.44% |
| Variación en 3 años | 482.68% |
| Variación en 5 años | 348.40% |
| Variación desde la OPV | 5,965.92% |
Noticias y actualizaciones recientes
Recent updates
Actualización de narrativa • Jun 03
2454: Edge AI And Data Center Hype Will Eventually Disappoint
Analysts have raised their price target for MediaTek from about NT$2,295 to around NT$4,131, citing updated assumptions that include higher forecast revenue growth, a slightly adjusted discount rate, a modestly lower profit margin, and a higher future P/E multiple. What's in the News MediaTek is collaborating with NVIDIA on the RTX Spark processor class for Windows 11 PCs, combining MediaTek SoC and connectivity expertise with NVIDIA's AI platform to target thin laptops and small form factor desktops for agentic AI, content creation, and gaming.Actualización de narrativa • Apr 29
2454: Edge AI And Data Center Hype Will Eventually Disappoint
Analysts have adjusted their fair value estimate for MediaTek from NT$2,085.62 to NT$2,294.74. The revision reflects updated views on revenue growth, profit margin and forward P/E assumptions.Actualización de narrativa • Apr 13
2454: Edge AI And Data Center Solutions Will Drive Future Upside Potential
Analysts have slightly reduced their fair value estimate for MediaTek from NT$2,099.16 to NT$2,085.62, citing updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News MediaTek, Microsoft Research and partners introduced an Active MicroLED Cable design for data centers that targets lower power use, copper-like reliability and extended reach, with a path to 800 Gbps and higher within standard optical form factors (Client Announcements).Actualización de narrativa • Mar 29
2454: Edge AI And Data Center Chips Will Support Future Upside Potential
Analysts have modestly adjusted their fair value estimate for MediaTek to NT$2,099 from NT$2,077, reflecting updated assumptions on revenue growth, profit margins, and future P/E levels. What's in the News MediaTek, Microsoft Research, and partners revealed a next generation Active MicroLED Cable design that targets lower power use, longer reach, and copper like reliability for data center interconnects, using hundreds of low speed MicroLED channels instead of traditional laser links (Key Developments).Actualización de narrativa • Mar 12
2454: Edge AI And Automotive Chips Will Support Future Upside Potential
Analysts have kept their fair value estimate for MediaTek steady at around NT$2,076, while slightly adjusting inputs such as the discount rate and assumed future P/E to reflect updated views on risk and long term earnings potential. What's in the News MediaTek, MiTwell and RGo Robotics introduced a visual real time localization solution for warehouses, logistics and industrial sites, using the Genio 720 edge AI platform to turn forklifts, robots, drones and other machines into perception enabled agents that share data across facilities (Key Developments).Actualización de narrativa • Feb 25
2454: AI And Automotive Chip Advances Will Drive Future Upside Potential
Analysts kept their fair value estimate for MediaTek broadly unchanged at around NT$2,076.95, with only small tweaks to assumptions for discount rate, long term revenue growth, profit margin, and future P/E informing a largely steady view on the company. What's in the News MediaTek introduced its Dimensity 9500s flagship mobile chipset, built on a 3nm process with an All Big Core CPU architecture, Immortalis-G925 GPU and an NPU tuned for generative AI and multi-modal models.Actualización de narrativa • Feb 10
2454: AI And Automotive Chip Expansion Will Drive Future Upside Potential
Analysts have raised their fair value estimate for MediaTek from $1,674.90 to $2,076.95, reflecting higher assumed revenue growth and a richer future P/E multiple, partly offset by a lower profit margin outlook and a slightly reduced discount rate. What's in the News MediaTek introduced its Dimensity 9500s and Dimensity 8500 chipsets, targeting flagship and premium smartphones with a focus on performance, power efficiency, AI features, imaging, gaming, and wireless connectivity, including a 3nm process and All Big Core CPU designs (Key Developments).Actualización de narrativa • Jan 26
2454: AI And Automotive Partnerships Will Support Balanced Future Return Potential
Analysts have raised their fair value estimate for MediaTek to NT$1,674.90 from NT$1,584.51, citing slightly stronger assumptions around revenue growth, profit margins and future P/E multiples. What's in the News MediaTek introduced its Dimensity 9500s flagship SoC, built on a 3nm process with an All Big Core CPU architecture.
Nueva narrativa • Jan 26
AI And Automotive Catalysts Will Drive A Powerful Multi Year Upswing
Catalysts About MediaTek MediaTek designs and supplies semiconductor solutions for smartphones, edge devices, automotive systems and data center customers. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jan 10
2454: Automotive And AI Partnerships Will Drive Future Upside Potential
Analysts have nudged their price target on MediaTek higher to reflect modestly adjusted assumptions around discount rate, revenue growth, profit margin and future P/E, which together suggest a slightly different balance of risk and return than before. What's in the News MediaTek is working with DENSO on a custom automotive SoC for Advanced Driver Assistance Systems and cockpit systems, targeting ISO 26262 ASIL-B/D functional safety, AEC-Q100 qualification, and support for multi sensor fusion across camera, radar, and lidar (Key Developments).Actualización de narrativa • Dec 26
2454: AI Platform Partnerships Will Drive Future Upside Potential
Analysts have slightly increased their price target on MediaTek, citing modest improvements in projected fair value to $1,584.51, along with incremental upgrades to long term growth, profitability, and valuation assumptions. What's in the News Kynetics forms a strategic partnership with MediaTek to deliver customized Android deployments and long term support for Genio platforms, accelerating development and deployment for industrial and consumer applications (Key Developments) MediaTek collaborates with NVIDIA on the GB10 Grace Blackwell Superchip for DGX Spark, a desktop AI supercomputer enabling developers to fine tune and deploy large AI models with up to 1 PFLOP of performance (Key Developments) MediaTek and Airoha unveil a new AI Fiber Gateway platform at Network X 2025, combining Wi Fi 7 and XGS PON to boost network efficiency by over 30 percent and cut recovery times by 40 percent for telecom operators (Key Developments) Valuation Changes The fair value estimate has risen slightly to NT$1,584.51 from NT$1,576.25, reflecting a modest upward revision in intrinsic valuation.Actualización de narrativa • Dec 12
2454: AI Platform Partnerships Will Drive Long-Term Upside Potential
Analysts have nudged their price target for MediaTek higher, lifting fair value by roughly 1 percent to about $1,576, citing slightly stronger long term revenue growth expectations and modestly lower discount rates that together outweigh a small downward tweak to projected profit margins. What's in the News Kynetics formed a strategic partnership with MediaTek to deliver custom Android deployments for Genio platforms, promising faster development cycles, long term support, and enhanced security for industrial and consumer devices (client announcement).Actualización de narrativa • Nov 28
2454: Next-Gen AI Platform Collaboration Will Drive Long-Term Upside Potential
Analysts have raised their price target for MediaTek from $1,547.72 to $1,565.22. They cite expectations of stronger revenue growth and slightly improved profit margins as factors driving future performance.Actualización de narrativa • Nov 14
2454: AI Partnerships And Platform Launches Will Drive Future Opportunity
Analysts have revised their fair value estimate for MediaTek downward, from NT$1,579.95 to NT$1,547.72, because of slight reductions in projected revenue growth and profit margin expectations. What's in the News MediaTek and NVIDIA are collaborating on the GB10 Grace Blackwell Superchip, powering the DGX Spark personal AI supercomputer for desktop developers.Actualización de narrativa • Oct 31
2454: AI Alliances And Next-Gen Connectivity Will Drive Stronger Performance Ahead
Analysts have slightly lowered their price target for MediaTek to $1,579.95 from $1,600.40. This reflects marginal adjustments in growth forecasts and profitability expectations.Actualización de narrativa • Oct 17
Edge AI SoCs And 5G Connectivity Will Transform Markets
Analysts have slightly lowered their price target for MediaTek from $1,620.85 to $1,600.40, citing modest adjustments to revenue growth and profit margin forecasts. What's in the News MediaTek partnered with NVIDIA to co-design the GB10 Grace Blackwell Superchip, which powers NVIDIA DGX Spark, a personal AI supercomputer for developers.Actualización de narrativa • Sep 23
Edge AI SoCs And 5G Connectivity Will Transform Markets
MediaTek’s consensus price target has seen a marginal downward revision to NT$1621, reflecting slightly lower future P/E and revenue growth forecasts. What's in the News MediaTek launched the Dimensity 9500, a flagship mobile platform featuring significant gains in performance, AI capabilities, gaming efficiency, and power management, with integrated support for advanced imaging, adaptive display, and next-generation connectivity technologies; devices using this chip are expected in Q4 2025.Actualización de narrativa • Sep 04
Edge AI SoCs And 5G Connectivity Will Transform Markets
With no major changes in key valuation metrics such as the discount rate and future P/E, MediaTek’s consensus analyst price target remained stable at NT$1645. What's in the News MediaTek forecasts Q3 2025 revenue between TWD 130.1-140 billion, representing a 7% to 13% sequential decline but a year-over-year range from -1% to +6%; in USD, revenue is expected at $4.49-4.83 billion, down 1% to 8% sequentially and up 10% to 18% year-over-year.
Nueva narrativa • Nov 07
Unleashing AI Innovation To Drive Growth In The Mobile, Cloud, And Automotive Sectors
MediaTek's edge AI SoC and strategic alliances enhance its market position, driving potential revenue growth through high-end mobile devices and AI applications.Rentabilidad de los accionistas
| 2454 | TW Semiconductor | Mercado TW | |
|---|---|---|---|
| 7D | 1.5% | 2.7% | 4.4% |
| 1Y | 259.4% | 157.3% | 109.5% |
Rentabilidad vs. Industria: 2454 superó a la industria TW Semiconductor, que obtuvo un rendimiento del 163.9% el año pasado.
Rentabilidad vs. Mercado: 2454 superó al mercado TW, que obtuvo un rendimiento del 113.6% el año pasado.
Volatilidad de los precios
| 2454 volatility | |
|---|---|
| 2454 Average Weekly Movement | 10.7% |
| Semiconductor Industry Average Movement | 9.7% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in TW Market | 12.1% |
| 10% least volatile stocks in TW Market | 2.6% |
Precio estable de las acciones: El precio de las acciones de 2454 ha sido volátil durante los últimos 3 meses en comparación con el mercado TW.
Volatilidad a lo largo del tiempo: La volatilidad semanal de 2454(11%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de TW.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1997 | n/a | Rick L. Tsai | www.mediatek.com |
MediaTek Inc. se dedica a la investigación, desarrollo, producción, fabricación y comercialización de circuitos integrados (CI) multimedia en Taiwán, el resto de Asia y a escala internacional. La empresa ofrece circuitos integrados multimedia, orientados a periféricos informáticos, orientados al consumidor y otros para diversas aplicaciones. También ofrece servicios de diseño, pruebas de funcionamiento, mantenimiento y reparación, y asesoramiento tecnológico para soluciones de software y hardware; y venta y delegación de patentes y derechos de diseño de circuitos para sus productos de circuitos integrados.
Resumen de fundamentos de MediaTek Inc.
| Estadísticas fundamentales de 2454 | |
|---|---|
| Capitalización bursátil | NT$7.25t |
| Beneficios(TTM) | NT$100.15b |
| Ingresos (TTM) | NT$591.80b |
71.3x
Ratio precio-beneficio (PE)12.1x
Ratio precio-ventas (PS)¿Está 2454 sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de 2454 | |
|---|---|
| Ingresos | NT$591.80b |
| Coste de los ingresos | NT$313.48b |
| Beneficio bruto | NT$278.33b |
| Otros gastos | NT$178.18b |
| Beneficios | NT$100.15b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 62.75 |
| Margen bruto | 47.03% |
| Margen de beneficio neto | 16.92% |
| Ratio deuda/patrimonio | 4.2% |
¿Cómo se ha desempeñado 2454 a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.2%
Rentabilidad actual por dividendo85%
Ratio de pagos¿Paga 2454 dividendos fiables?
Ver historial de dividendos e índices de referencia de 2454| fechas de dividendos de MediaTek | |
|---|---|
| Fecha ex dividendo | Jul 07 2026 |
| Fecha de pago de dividendos | Jul 31 2026 |
| Días hasta ex dividendo | 32 days |
| Días hasta la fecha de pago de dividendos | 56 days |
¿Paga 2454 dividendos fiables?
Ver historial de dividendos e índices de referencia de 2454Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/04 03:33 |
| Precio de las acciones al final del día | 2026/06/04 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
MediaTek Inc. está cubierta por 40 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| S. H. Lin | Aletheia Analyst Network Limited |
| Stefan Chang | Aletheia Analyst Network Limited |
| Warren Lau | Aletheia Analyst Network Limited |