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Added to YB: 2026-09-11

Pitch date: 2026-09-09

2454.TW [neutral]

MediaTek Inc.

+3.51%

current return

Author Info

Culpium is a technology journalist. Taipei. Specialties are chips, tech supply chain, Taiwan/China. Also AI, social media, cyber. Sign up for the newsletter.

Company Info

MediaTek Inc. engages in the research, development, production, manufacture, and marketing of multimedia integrated circuits (ICs) in Taiwan, rest of Asia, and internationally.

Market Cap

TWD 7.4T

Pitch Price

TWD 4.6K

Price Target

N/A

Dividend

1.16%

EV/EBITDA

62.80

P/E

76.39

EV/Sales

12.16

Sector

Semiconductors and Semiconductor Equipment

Category

N/A

Show full summary:
MediaTek Sticks With Older Packaging as Memory Risks Grow

2454.TW (update): MediaTek is reportedly prioritizing supply-chain flexibility over cutting-edge packaging for its latest 2nm smartphone processor, choosing memory-last HB-PoP rather than TSMC’s WMCM. The approach lets manufacturing proceed before DRAM is secured, allows customers to select memory configurations later and reduces write-off exposure amid shortages and rising prices. The trade-off is foregoing WMCM’s technological advantages to limit production delays and inventory risk.

Read full article (8 min)