Feb 2026 Revenue: NT$47.0B, -8.2% YoY

Original: 2454 2026年2月月營收

Summary

MediaTek reported February 2026 revenue of NT$47.0B, down 8.2% YoY and down 8.4% MoM, reflecting seasonal softness following the Lunar New Year and a tougher comparison base. The sequential decline is consistent with typical 1Q smartphone SoC seasonality, though the YoY contraction suggests demand in flagship/mid-range mobile chipsets remains uneven despite the broader AI/HPC tailwind benefiting Dimensity Auto and ASIC engagements.

Historical Impact

10 past Monthly Revenue · ≈ 8-K events at MediaTek

Median +5d

+1.40%

Range

-4.82% to +24.85%

Positive outcomes

6/10

Filed	P₀	P₊₅	+5d
Jun 17, 2026	NT$4,460	NT$4,245	-4.82%
May 17, 2026	NT$3,400	NT$4,245	+24.85%

Full Translation

MediaTek (2454) — February 2026 Monthly Revenue Filing - Current month revenue: NT$46.98B (NT$46,977,055 thousand) - Month-over-month change: -8.37% - Year-over-year change: -8.15% February revenue declined both sequentially and versus the prior-year period. The MoM weakness reflects the shorter working month and post-Lunar-New-Year seasonality typical for Taiwan fabless semiconductor names. The YoY decline of 8.15% indicates ongoing pressure in the core smartphone SoC segment, though management commentary on AI ASIC and edge-AI design wins remains a key forward-looking offset to monitor in upcoming quarterly results.