MediaTek Inc.

TWSE:2454 Stok Raporu

Piyasa değeri: NT$6.3t

MediaTek Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 3/6

MediaTek kazançlarla iyi bir şekilde karşılanan, mevcut getirisi 1.36% olan temettü ödeyen bir şirkettir. Bir sonraki ödeme tarihi, temettüden önceki tarihi 31st July, 2026 olan 7th July, 2026 dir.

Anahtar bilgiler

1.4%

Temettü verimi

n/a

Geri Alım Getirisi

Toplam Hissedar Getirisin/a
Gelecekteki Temettü Verimi3.2%
Temettü Büyümesi19.4%
Bir sonraki temettü ödeme tarihi31 Jul 26
Eski temettü tarihi07 Jul 26
Hisse başına temettün/a
Ödeme oranı85%

Son temettü ve geri alım güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Yeni Anlatı 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?
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
User avatar
Yeni Anlatı 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.

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: 2454 şirketinin temettü ödemeleri son 10 yıldır dalgalı seyretti.

Büyüyen Temettü: 2454 şirketinin temettü ödemeleri son 10 yıldır artış göstermektedir.


Piyasaya Karşı Temettü Getirisi

MediaTek Piyasaya Karşı Temettü Getirisi
2454 temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (2454)1.4%
Pazarın Alt %25'i (TW)1.4%
Pazarın En İyi %25'i (TW)5.0%
Sektör Ortalaması (Semiconductor)1.0%
Analist tahmini (2454) (3 yıla kadar)3.2%

Önemli Temettü: 2454 şirketinin temettüsü ( 1.36% ), TW pazarındaki temettü ödeyenlerin en alttaki %25'ine ( 1.42% ) kıyasla dikkate değer değil.

Yüksek Temettü: 2454 'in temettüsü ( 1.36% ), TW piyasasındaki temettü ödeyenlerin en üst %25'ine ( 4.96% ) kıyasla düşüktür.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: Mevcut ödeme oranı ( 85.1% ) ile 2454 'un ödemeleri kazançlarla karşılanmaktadır.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: Mevcut nakit ödeme oranı ( 79.6% ) ile 2454 'un temettü ödemeleri nakit akışları tarafından karşılanmaktadır.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/12 13:02
Gün Sonu Hisse Fiyatı2026/07/09 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

MediaTek Inc. 41 Bu analistlerden 23, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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