MediaTek stock faces Q4 test after October revenue growth

Published on 11/11/2026 at 10:54 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

MediaTek stock faces a growth test after October revenue rose year over year. November and December sales will show whether AI demand lifts the quarter.

Revenue growth meets a demanding quarter

October sales edged lower from September while remaining above the prior-year level.
MediaTek expects data-center AI ASIC revenue to become a major fourth-quarter growth driver.
The company will publish its November monthly sales update on December 10.

MediaTek, TW0002454006, Illustration mit AI erstellt.

MediaTek reported consolidated revenue of NT$55.026 billion for October 2026, extending year-on-year growth while leaving investors to assess the pace required by the company's fourth-quarter outlook. Gate News reported the figures on Tuesday, November 10.

October sales hold above last year

October revenue slipped 0.67 percent from September's NT$55.399 billion but increased 5.77 percent from NT$52.026 billion a year earlier. Revenue for the first ten months reached NT$524.417 billion, up 5.35 percent from the comparable period of 2025.

The monthly result was broadly stable after August's stronger sales level. The quarter's remaining reporting points will therefore be important for judging whether the expected acceleration is visible in reported revenue rather than only in management's outlook.

AI business raises the hurdle

MediaTek's fourth-quarter revenue guidance stands at NT$210.1 billion to NT$221.8 billion. The range implies sequential growth of 25 percent to 32 percent and year-on-year growth of 40 percent to 48 percent, based on an exchange rate of NT$31.7 per US dollar.

The company expects its data-center AI ASIC business to generate US$2.5 billion in fourth-quarter revenue. Gate News also reported that MediaTek expects a second major AI ASIC project to enter mass production in the first quarter of 2028. These targets raise the importance of November and December sales for investors assessing the shift beyond the mobile-chip business.

Next sales date comes in December

MediaTek's investor-relations calendar lists the November 2026 monthly sales release for December 10 at 5:00 p.m. Taiwan time. That update should provide the next operating checkpoint for the revenue trajectory and the contribution from AI-related programs.

Taiwan's TAIEX provides the relevant market backdrop for investors tracking Taiwan-listed chip shares.

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