March 2026 Revenue: NT$39.0B, -15.6% YoY

Original: 2454 2026年3月月營收

Summary

MediaTek reported March 2026 revenue of NT$38.95B, down 15.6% YoY and 17.1% MoM, marking a notable deceleration. The double-digit decline on both axes signals weakening smartphone SoC demand and inventory adjustment in the mobile chip cycle, contrasting with stronger AI/HBM-linked semiconductor peers.

Historical Impact

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

Median +5d

+1.62%

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) March 2026 monthly revenue came in at NT$38.95 billion (NT$38,954,271 thousand), a year-over-year decline of 15.63% versus March 2025 and a month-over-month decrease of 17.08% from February 2026. The simultaneous YoY and MoM contraction indicates softness in core smartphone and connectivity chip demand, with the steep sequential drop suggesting end-customer destocking or seasonal weakness in mobile SoC shipments. As Taiwan's largest fabless designer, MediaTek's results contrast with the AI/HBM-driven strength seen elsewhere in the semiconductor supply chain, reinforcing the bifurcation between AI compute and traditional consumer chip end-markets.