Nov 2025 Revenue: NT$52.0B, +1.78% YoY
Original: 2454 2025年11月 月營收
Summary
MediaTek posted November 2025 revenue of NT$52.03B, up 1.78% YoY but down 4.24% MoM, signaling a modest sequential cooling after a stronger October. The flat YoY print suggests smartphone SoC and edge-AI demand is stabilizing rather than accelerating, with no clear pull-through yet from the broader AI/HBM cycle benefiting peers.
Full Translation
MediaTek (2454) reported November 2025 monthly revenue of NT$52,026,251 thousand (NT$52.03B). Year-over-year, revenue increased 1.78% versus November 2024. Month-over-month, revenue declined 4.24% from October 2025, reflecting typical seasonal softening as Q4 smartphone channel builds taper. The near-flat YoY growth is consistent with a mature handset SoC cycle, while Dimensity 9400-series flagship traction and automotive/edge-AI design wins provide a modest offset. YTD cumulative revenue and YoY comparison figures were not included in the source data for this filing.