Atlas Research Note

MediaTek Q3 2026: One Data Center Chip Becomes More Than a Third of Revenue

Ben Bajarin · October 30, 2026

Creative Strategies earnings read | October 30, 2026 | MediaTek third-quarter 2026 results and conference call, October 30, 2026 MediaTek began shipping its first AI accelerator in September, raised its fourth-quarter target for the program to $2.5 billion, and now aims for the high end of its roughly $16 billion target for 2027, while saying the second-generation chip is on schedule for volume production in the first quarter of 2028. Operating view: This was the quarter MediaTek had to show the data center business was real, and it did. The first AI accelerator shipped in September, the fourth-quarter number went up from more than $2 billion to $2.5 billion, which is roughly 36% to 38% of guided revenue, and management pointed to the high end of its 2027 range of about $16 billion.

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Notes

MediaTek Q3 2026: One Data Center Chip Becomes More Than a Third of Revenue

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