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MediaTek Inc.TWSE:2454 Aktierapport

Marknadsvärde NT$4.2t
Aktiekurs
NT$2.61k
NT$2.29k
13.7% övervärderad intrinsisk rabatt
1Y100.8%
7D7.2%
Portföljens värde
Utsikt

MediaTek Inc.

TWSE:2454 Aktierapport

Börsvärde: NT$4.2t

MediaTek (2454) Aktievy

MediaTek Inc. bedriver forskning, utveckling, produktion, tillverkning och marknadsföring av integrerade multimediakretsar (IC) i Taiwan, övriga Asien och internationellt. Mer information

2454 fundamental analys
Snöflinga Score
Värdering3/6
Framtida tillväxt6/6
Tidigare resultat3/6
Finansiell hälsa6/6
Utdelningar4/6

2454 Community Fair Values

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MediaTek Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för MediaTek
Historiska aktiekurser
Aktuell aktiekursNT$2,610.00
52 veckors högstaNT$2,685.00
52 veckors lägstaNT$1,130.00
Beta1.15
1 månads förändring78.16%
3 månaders förändring48.30%
1 års förändring100.77%
3 års förändring286.67%
5 års förändring146.23%
Förändring sedan börsintroduktionen3,437.89%

Senaste nyheter och uppdateringar

Recent updates

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.

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).

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).

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).

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.

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).

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.

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?

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).

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.

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).

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.

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.

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.

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.

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.

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.
User avatar

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.

Aktieägarnas avkastning

2454TW SemiconductorTW Marknad
7D7.2%-1.0%0.03%
1Y100.8%128.4%86.5%

Avkastning vs industri: 2454 presterade sämre än TW Semiconductor branschen som gav 128.4 % under det senaste året.

Avkastning vs Marknaden: 2454 översteg TW marknaden som gav 86.5 % under det senaste året.

Prisvolatilitet

Is 2454's price volatile compared to industry and market?
2454 volatility
2454 Average Weekly Movement8.8%
Semiconductor Industry Average Movement9.2%
Market Average Movement5.9%
10% most volatile stocks in TW Market12.1%
10% least volatile stocks in TW Market2.5%

Stabil aktiekurs: 2454 har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för TW.

Volatilitet över tid: 2454 s veckovolatilitet ( 9% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
1997n/aRick L. Tsaiwww.mediatek.com

MediaTek Inc. bedriver forskning, utveckling, produktion, tillverkning och marknadsföring av integrerade multimediakretsar (ICs) i Taiwan, övriga Asien och internationellt. Företaget erbjuder multimedia-, datortillbehörs-, konsumentorienterade och andra IC-kretsar för olika tillämpningar. Företaget erbjuder också design, testkörningar, underhåll och reparation samt tekniska konsulttjänster för mjuk- och hårdvarulösningar; samt försäljning och delegering av patent och kretslayouträttigheter för sina IC-produkter.

MediaTek Inc. Sammanfattning av grunderna

Hur förhåller sig MediaTek:s resultat och omsättning till dess börsvärde?
2454 grundläggande statistik
BörsvärdeNT$4.17t
Vinst(TTM)NT$100.15b
Intäkter(TTM)NT$591.80b
41.6x
P/E-förhållande
7.0x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
2454 resultaträkning (TTM)
IntäkterNT$591.80b
Kostnad för intäkterNT$313.48b
BruttovinstNT$278.33b
Övriga kostnaderNT$178.18b
IntäkterNT$100.15b

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)62.74
Bruttomarginal47.03%
Nettovinstmarginal16.92%
Skuld/egenkapitalförhållande4.1%

Hur har 2454 utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

2.0%
Aktuell utdelningsavkastning
85%
Utbetalningskvot

Ger 2454 en tillförlitlig utdelning?

Se 2454 utdelningshistorik och jämförelsetal
När behöver man köpa 2454 för att få en kommande utdelning?
MediaTek datum för utdelning
Ex utdelningsdagJul 07 2026
Utbetalningsdag för utdelningJul 31 2026
Dagar till Ex-utdelning65 days
Dagar till utdelningsdag89 days

Ger 2454 en tillförlitlig utdelning?

Se 2454 utdelningshistorik och jämförelsetal

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/02 11:03
Aktiekurs vid dagens slut2026/04/30 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

MediaTek Inc. bevakas av 39 analytiker. 22 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Warren LauAletheia Analyst Network Limited
S. H. LinAletheia Analyst Network Limited
Stefan ChangAletheia Analyst Network Limited