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business1d ago
MediaTek Estimated To Be Hit The Hardest Out Of All Chipset Manufacturers Thanks To The Memory Crisis, As More Than 50% Of Its Revenue Comes From SoC Shipments
- MediaTek faces its strongest impact from the memory crisis as DRAM and NAND costs rise, threatening SoC shipments.
- In Q3 2025, smartphone chipsets made up 53% of MediaTek’s quarterly revenue, increasing risk amid shortages.
- The Dimensity 9600 2nm chip could be MediaTek’s most expensive silicon due to supply costs and advanced process.
- MediaTek reportedly trails in performance per watt compared with competitors unless it develops in-house cores.
- Analysts see diversification and pricing strategy as key to MediaTek’s resilience amid the memory crisis.
- MediaTek’s Dimensity lineup faces competition from Qualcomm’s rumored multi-version Snapdragon 8 Elite Gen 6 offerings.
- The market outlook shows Chinese shipments forecasts being reduced, signaling weaker near-term smartphone demand.
- MediaTek’s Dimensity 9500’s comparison reveals pricing edge but risks performance gaps against rivals.
- MediaTek may need to rethink its in-house core development versus ARM designs to stay competitive.
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