MediaTek (2454) on Oct. 8 reported self-consolidated revenue of NT$55.399 billion for September 2026. The figure was down 13.69% from NT$64.183 billion in August, but up 1.97% from NT$54.330 billion in the same month last year.
For the first nine months of 2026, cumulative revenue reached NT$469.391 billion, up 5.30% from NT$445.778 billion a year earlier.
Third-quarter revenue topped the company’s forecast range
Monthly results showed revenue of NT$48.475 billion in July and NT$64.183 billion in August. August rose 32.41% from July and 44.08% from a year earlier. September then slipped to NT$55.399 billion, leaving third-quarter revenue at about NT$168.057 billion.
That compares with NT$142.097 billion in the third quarter of last year, which means third-quarter revenue increased about 18.3%.
At its second-quarter earnings briefing, MediaTek had forecast third-quarter revenue in a range of NT$152.2 billion to NT$159.8 billion, with sequential growth of roughly flat to 5% and year-over-year growth of about 7% to 12%.
Based on the latest figure, actual third-quarter revenue exceeded the top end of that range by about NT$8.257 billion, or about 5.2%.
September fell from August, but year-to-date revenue still grew
According to the company’s filing, September revenue pulled back from August’s higher level, while total revenue for the first nine months of the year still maintained year-over-year growth.
MediaTek had pointed to flagship smartphone chips and AI ASIC expansion
MediaTek had previously said third-quarter growth in flagship smartphone system-on-chip, or SoC, shipments could offset weakness in demand for some products. Its smart device platform business was expected to grow 4% to 9% quarter over quarter and serve as a key support for third-quarter revenue.
Outside smartphone chips, the company has also been building its presence in the data center AI accelerator market through custom application-specific integrated circuit, or ASIC, development, seeking to extend its business from smartphones and consumer electronics into cloud AI computing infrastructure.
MediaTek previously said its first data center AI accelerator ASIC is scheduled for mass production in the fourth quarter of 2026. It also set a full-year revenue target of more than $2 billion for its data center business.