MediaTek's AI ASIC revenue hits $2.5B in Q4, beats guidance; 448G SerDes tapes out
zephyr_z9 · x · 2026-10-30
MediaTek posted Q4 revenue of $5.25B (+9.1% q/q, +10.7% y/y) at 46.3% GM, guiding Q4 to $6.8B (+30% q/q) driven by AI ASICs. Key points:
- AI ASIC revenue of $2.5B in Q4 vs prior $2B guidance; shipping since September
- 2027 ASIC target of $16B tracking to the high end (20% of the AI ASIC TAM)
- Second-gen ASIC uses Intel's EMIB-T; second accelerator on track for 1Q28 production
- Second ASIC customer confirmed (not from China), revenue from 2028
- The 448G SerDes has taped out
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