According to a MoneyDJ report, MediaTek (聯發科) posted NT$58.012 billion in June revenue, up 22.3% month-on-month, marking its third-highest monthly figure on record. Liberty Times Net reported Q2 revenue of NT$152.183 billion, exceeding the high end of the company's own guidance range of NT$140.2–149.2 billion.
How strong was MediaTek's June revenue, and what record did it set?
According to a MoneyDJ report dated July 13, 2026, MediaTek (聯發科) reported June consolidated revenue of NT$58.012 billion, up 22.3% month-on-month and up 2.8% year-on-year — the company's third-highest monthly revenue on record. Liberty Times Net (自由財經), reporting three days earlier on July 10, 2026, cited the identical figure of NT$58.012 billion with the same 22.3% MoM and 2.8% YoY growth rates, describing the result as exceeding market expectations. The two outlets are fully consistent on the June number.
How did MediaTek's Q2 revenue compare with its own guidance?
MoneyDJ reported Q2 consolidated revenue of NT$152.183 billion, up 2.03% quarter-on-quarter and up 1.21% year-on-year, stating this surpassed the high end of MediaTek's financial guidance. Liberty Times Net put the figure at NT$152.182 billion — a one-hundred-million-yuan rounding difference from the MoneyDJ number, with matching QoQ and YoY growth rates of 2.03% and 1.21%.
The outperformance stands out against MediaTek's own prior guidance. Per MoneyDJ, the company had told investors at its earnings call that handset customers remained cautious on near-term demand, guiding Q2 revenue to come in flat to down 6% sequentially. Liberty Times Net added the fuller guidance detail: MediaTek's original Q2 forecast, calculated at a USD/TWD exchange rate of 1:31.5, called for revenue between NT$140.2 billion and NT$149.2 billion — flat to down 6% QoQ and down 1–7% YoY — with gross margin projected at 46% ±1.5 percentage points.
Metric
Guidance (per Liberty Times Net)
Actual Result
Q2 revenue range
NT$140.2–149.2 billion
NT$152.18–152.183 billion
QoQ guidance vs. actual
Flat to -6%
+2.03%
YoY guidance vs. actual
-1% to -7%
+1.21%
Actual Q2 revenue of roughly NT$152.18 billion came in above even the top of the guided range, confirming both outlets' characterization of the quarter as beating the high end of the company's forecast.
How does first-half cumulative revenue compare with MediaTek's historical benchmark?
Both MoneyDJ and Liberty Times Net reported identical first-half 2026 cumulative revenue of NT$301.333 billion, down 0.77% year-on-year.
For historical context, a China Times report from July 10, 2021 detailed MediaTek's performance five years earlier: June 2021 monthly revenue of NT$47.756 billion, Q2 2021 revenue of NT$125.653 billion (up 16.3% quarter-on-quarter, which China Times described as exceeding the mid-to-high end of guidance and setting simultaneous monthly and quarterly records), and first-half 2021 cumulative revenue of NT$233.686 billion, up 81.9% year-on-year. Institutional investors cited in the same China Times report at the time projected MediaTek's full-year 2021 profit could reach more than five times its paid-in capital, which would have marked a historic high.
The scale and growth pattern differ sharply between the two periods: the 2021 first half grew 81.9% year-on-year off a smaller revenue base, while the current first half of NT$301.333 billion — more than 28% larger in absolute terms than 2021's H1 — actually declined 0.77% year-on-year, reflecting a maturer, larger revenue base rather than a comparable growth trajectory.
Where is MediaTek's second-half growth expected to come from?
Liberty Times Net reported two specific growth catalysts cited by MediaTek. First, the company's first flagship smartphone chip built on the 2-nanometer process node is expected to reach the market, with devices carrying the chip slated to launch by the end of Q3. Second, MediaTek's AI accelerator ASIC project is nearing mass production, with the company projecting the AI ASIC business could contribute approximately US$2 billion in revenue in Q4.
What margin pressure is MediaTek facing?
According to the MoneyDJ report, MediaTek has already issued price adjustment notices to customers in response to rising raw material and manufacturing costs, informing them that prices on select products will be adjusted upward. No specific price increase percentage was disclosed in the reporting.
What this means
Taken together, the reported figures show MediaTek's June and Q2 revenue both beating the company's own cautious guidance — a guidance range of NT$140.2–149.2 billion that assumed flat-to-declining sequential sales, versus an actual outcome near NT$152.18 billion with positive QoQ and YoY growth. Yet that revenue strength coincides with the company notifying customers of cost-driven price adjustments, per MoneyDJ, suggesting margin pressure is building even as top-line results outperform. Compared with the 2021 benchmark cited by China Times — when H1 revenue grew 81.9% year-on-year and investors anticipated profit exceeding five times paid-in capital — the current first half's slight 0.77% year-on-year decline indicates the company's growth this cycle rests less on broad-based expansion and more on the specific catalysts cited for H2: the 2-nanometer flagship chip launch by Q3-end and the roughly US$2 billion in Q4 AI ASIC revenue MediaTek itself has projected.
Did MediaTek's Q2 2026 revenue exceed its own financial guidance?
Yes. According to Liberty Times Net, MediaTek's original Q2 guidance called for revenue between NT$140.2 billion and NT$149.2 billion, flat to down 6% quarter-on-quarter. Actual Q2 revenue came in at approximately NT$152.18 billion, up 2.03% quarter-on-quarter, per both MoneyDJ and Liberty Times Net.
How much is MediaTek's AI ASIC business expected to contribute in Q4?
Per Liberty Times Net, MediaTek projects its AI accelerator ASIC business, which is nearing mass production, could bring approximately US$2 billion in revenue contribution in the fourth quarter.
Why is MediaTek adjusting prices with customers?
According to MoneyDJ, MediaTek has issued price adjustment notices to customers due to substantial increases in raw material and manufacturing costs, with plans to moderately adjust prices on select products.
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