One-sentence summary
MediaTek Q3 2026 consolidated revenue was NT$168.058B, up 10.4% QoQ and 18.3% YoY to a record, gross margin 46.32%; it guided Q4 AI ASIC revenue to $2.5B and sees 2027 operating margin above 20%.
Event Overview
On October 30-31, 2026, MediaTek reported Q3 2026 results at a record high, and disclosed that its first custom AI ASIC has begun shipping, with Q4 AI ASIC revenue guided to $2.5B.
Key Information
- Q3 consolidated net revenue NT$168.058B, up 10.4% QoQ and 18.3% YoY, a record quarter above its operating target range.
- Gross profit NT$77.85B, gross margin 46.32%, down about 0.2 percentage point YoY.
- Net profit about NT$28.2B, up about 10.8% YoY.
- Its first custom AI ASIC began shipping in September, and it confirmed a second AI ASIC customer for 2028 production.
- It guided Q4 AI ASIC revenue to $2.5B, sees 2027 operating margin above 20%, and targets about $16B for the AI ASIC business.
Official Sources
- MediaTek: Q3 2026 consolidated financial report
- TrendForce: MediaTek confirms second AI ASIC customer