MediaTek lifts ASIC outlook, guiding fourth-quarter revenue up as much as 32%

· Tech · Taiwan

MediaTek reported third-quarter 2026 revenue of NT$168.06 billion (US$5.17 billion), up 10.4% quarter-over-quarter and 18.3% year-over-year. The Taiwanese chip designer projected fourth-quarter revenue growth of as much as 32%, driven by accelerating shipments of AI accelerator application-specific integrated circuits. The company also raised its outlook for its ASIC business, signaling that custom silicon for AI workloads is becoming a larger part of its revenue mix alongside its established lines. The guidance points to sustained demand for purpose-built AI accelerators as hyperscalers and others commission custom chips rather than relying solely on general-purpose processors.

Why it matters：MediaTek's ASIC guidance adds a data point to the debate over whether custom AI silicon will take share from general-purpose GPUs, and signals Taiwanese designers moving deeper into the accelerator supply chain.

Key points

  • Q3 revenue was NT$168.06 billion, up 10.4% QoQ and 18.3% YoY.
  • Q4 revenue growth is guided at up to 32%.
  • AI accelerator ASIC shipments are the stated driver of the raised outlook.

Sources (original reporting)

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