MediaTek (2454) Panoramica del titolo
MediaTek Inc. si occupa di ricerca, sviluppo, produzione, fabbricazione e commercializzazione di circuiti integrati (IC) multimediali a Taiwan, nel resto dell'Asia e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 6/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 3/6 |
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Analyst Price Targets
Concorrenti di MediaTek Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | NT$4,135.00 |
| Massimo di 52 settimane | NT$4,970.00 |
| Minimo di 52 settimane | NT$1,130.00 |
| Beta | 1.9 |
| Variazione di 1 mese | -3.84% |
| Variazione a 3 mesi | 181.29% |
| Variazione di 1 anno | 223.05% |
| Variazione a 3 anni | 514.41% |
| Variazione a 5 anni | 342.25% |
| Variazione dall'IPO | 5,505.05% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jul 02
2454: AI Partnerships Will Support Devices As Expectations Gradually Normalize
Analysts have increased their fair value estimate for MediaTek from about NT$4,130.70 to roughly NT$4,641.57, citing updated assumptions that include higher revenue growth, stronger profit margins and a slightly lower future P/E multiple. What's in the News MediaTek outlined earnings guidance for Q2 2026, projecting revenue between TWD 140.2b and TWD 149.2b, described as flat to a 6% sequential decline and down 1% to 7% year over year at a forecast exchange rate of TWD 31.5 to US$1.Aggiornamento della narrazione • Jun 18
2454: AI Partnerships Support PCs And Devices But Hype Will Eventually Ease
Analysts have kept their fair value estimate for MediaTek steady at NT$4,130.70 while adjusting underlying assumptions such as a slightly higher discount rate and a marginally different future P/E. This reflects updated views on risk and longer term earnings visibility.Aggiornamento della narrazione • 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.Recent updates
Aggiornamento della narrazione • Jul 02
2454: AI Partnerships Will Support Devices As Expectations Gradually Normalize
Analysts have increased their fair value estimate for MediaTek from about NT$4,130.70 to roughly NT$4,641.57, citing updated assumptions that include higher revenue growth, stronger profit margins and a slightly lower future P/E multiple. What's in the News MediaTek outlined earnings guidance for Q2 2026, projecting revenue between TWD 140.2b and TWD 149.2b, described as flat to a 6% sequential decline and down 1% to 7% year over year at a forecast exchange rate of TWD 31.5 to US$1.Aggiornamento della narrazione • Jun 18
2454: AI Partnerships Support PCs And Devices But Hype Will Eventually Ease
Analysts have kept their fair value estimate for MediaTek steady at NT$4,130.70 while adjusting underlying assumptions such as a slightly higher discount rate and a marginally different future P/E. This reflects updated views on risk and longer term earnings visibility.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.
Nuova narrazione • 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?Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Nuova narrazione • 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.Rendimenti per gli azionisti
| 2454 | TW Semiconductor | TW Mercato | |
|---|---|---|---|
| 7D | 5.8% | 4.9% | 5.1% |
| 1Y | 223.0% | 146.2% | 106.1% |
Ritorno vs Industria: 2454 ha superato il TW Semiconductor che ha restituito 146.2 % nell'ultimo anno.
Rendimento vs Mercato: 2454 ha superato il mercato TW che ha restituito 106.1 % nell'ultimo anno.
Volatilità dei prezzi
| 2454 volatility | |
|---|---|
| 2454 Average Weekly Movement | 11.9% |
| Semiconductor Industry Average Movement | 9.8% |
| Market Average Movement | 6.4% |
| 10% most volatile stocks in TW Market | 12.1% |
| 10% least volatile stocks in TW Market | 2.6% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di 2454 è stato volatile rispetto al mercato TW.
Volatilità nel tempo: La volatilità settimanale ( 12% ) di 2454 è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni TW.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1997 | n/a | Rick L. Tsai | www.mediatek.com |
MediaTek Inc. si occupa di ricerca, sviluppo, produzione, fabbricazione e commercializzazione di circuiti integrati (IC) multimediali a Taiwan, nel resto dell'Asia e a livello internazionale. L'azienda offre circuiti integrati multimediali, orientati alle periferiche per computer, orientati ai consumatori e di altro tipo per varie applicazioni. Offre anche servizi di progettazione, collaudo, manutenzione e riparazione e consulenza tecnologica per soluzioni software e hardware, nonché la vendita e la delega di brevetti e diritti di layout dei circuiti per i suoi prodotti IC.
MediaTek Inc. Riepilogo dei fondamenti
| 2454 statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | NT$6.70t |
| Utili (TTM) | NT$100.15b |
| Ricavi(TTM) | NT$591.80b |
65.9x
Rapporto P/E11.2x
Rapporto P/S2454 è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| 2454 Conto economico (TTM) | |
|---|---|
| Ricavi | NT$591.80b |
| Costo del fatturato | NT$313.48b |
| Profitto lordo | NT$278.33b |
| Altre spese | NT$178.18b |
| Utili | NT$100.15b |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 62.75 |
| Margine lordo | 47.03% |
| Margine di profitto netto | 16.92% |
| Rapporto debito/patrimonio netto | 4.2% |
Come si è comportato 2454 nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.3%
Rendimento attuale del dividendo85%
Rapporto di remunerazione2454 paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di 2454| MediaTek date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jul 07 2026 |
| Data di pagamento dei dividendi | Jul 31 2026 |
| Giorni fino al dividendo Ex | 1 day |
| Giorni prima della data di pagamento dei dividendi | 25 days |
2454 paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di 2454Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/06 08:47 |
| Prezzo dell'azione a fine giornata | 2026/07/06 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
MediaTek Inc. è coperta da 41 analisti. 23 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| S. H. Lin | Aletheia Analyst Network Limited |
| Stefan Chang | Aletheia Analyst Network Limited |