Taiwanese chip designer MediaTek closed 2025 with record revenue of about $19.1 billion, marking nearly 16% year-over-year growth, driven by strength in its flagship mobile segment and expansion in smart edge markets.

“We had record revenue. So we closed the year about 19.1 billion uh up almost 16% uh year-over-year,” said Eric Fischer, corporate SVP and head of global sales, in a discussion with Counterpoint Research’s Jeff Fieldhack at MediaTek Analyst Day 2026.

Growth was supported by gains across carriers, broadband operators, tablets and Chromebooks, reinforcing the company’s diversified revenue base.

Automotive Pipeline Skews Long Term

MediaTek expects automotive revenue to scale gradually, with near-term growth concentrated in China and longer-term contributions from global partnerships.

“So as you know automotive is kind of the time to money… is a lot longer than most other verticals,” Fischer said.

The company’s collaboration with Nvidia Corp. (NASDAQ:NVDA)—integrating its GPU into MediaTek’s CPU subsystem—is expected to drive cockpit solutions, though meaningful revenue contributions are likely closer to 2029–2030. Additional opportunities in the U.S. and Europe are also expected to materialize beyond 2028.

Memory Pricing Remains a Challenge

MediaTek has secured sufficient memory supply through early capacity agreements, but pricing volatility continues to weigh on margins.

“From a capacity perspective, we’re getting everything we need on the memory side. From the pricing perspective, a little bit more challenging,” Fischer said.

The company expects demand to remain firm in the first half of 2026, potentially driven by customer pull-ins ahead of further price increases. However, rising costs could pressure consumer spending in the second half, particularly across devices such as smartphones and PCs.

Data Center Ambitions Gain Momentum

MediaTek is targeting $1 billion in data center revenue in 2026, with ambitions to scale into multi-billion-dollar territory.

“Right now it’s purely execution,” Fischer said, adding that close coordination with partners like Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) will be critical to meeting capacity needs.

The company expects to deliver the initial revenue milestone by late 2026, contingent on execution and supply alignment, positioning data centers as a key long-term growth driver.

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