{"slug":"mediatek","name":"미디어텍","name_en":"MediaTek","ticker":"2454.TW","updated_at":"2026-07-12T06:15:08.193537+00:00","canonical":"https://valuechain.wiki/mediatek","same_as":["https://finance.yahoo.com/quote/2454.TW"],"citable":"밸류체인 그래프 기준 미디어텍의 직접 연결 기업은 12곳(관계 기준 공급 9·매출 3)이고, 사슬을 2차까지 넓히면 85곳에 닿는다. 링크의 근거 출처는 16건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, MediaTek is directly linked to 12 companies (9 supply, 3 revenue relationships) and reaches 85 companies within two hops; the links are backed by 16 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"팹리스 모바일·차량 SoC","kicker_en":"Fabless mobile and automotive SoC","lead":"세계 최대 스마트폰 SoC 팹리스 중 하나로, 설계만 하고 생산 전량을 TSMC에 위탁하는 구조라 Arm IP·EDA·파운드리 캐파에 대한 의존이 구조적이다. 성장 논지는 두 축 — 모바일 AP(디멘시티)가 본업이고, 차량용(디멘시티 오토)·AI 엣지로 다변화하며 연 약 $4B R&D로 첨단노드를 좇는다. 팹리스라 재고·설비 리스크는 낮지만, TSMC 첨단노드 확보와 스마트폰 수요 사이클이 실적을 좌우한다.","lead_en":"One of the largest mobile-SoC fabless firms, designing only and outsourcing all production to TSMC, so dependence on Arm IP, EDA and foundry capacity is structural. The thesis has two axes — mobile APs (Dimensity) as the core, diversifying into automotive (Dimensity Auto) and AI at the edge, chasing advanced nodes with ~$4B annual R&D. As a fabless firm inventory/capex risk is low, but securing TSMC advanced-node capacity and the smartphone demand cycle drive results.","segments":{"fy":2025,"parts":[{"desc":"본업이자 최대 축 — 2025년 US$100억+ 매출(+8%, 역대 최대), 플래그십 SoC $30억. 스마트폰 수요·TSMC 첨단노드 캐파에 연동","name":"모바일 AP (디멘시티)"},{"desc":"고성장 축 +21% — 커넥티비티 매출 $30억+(Wi-Fi7 3배·5G 모뎀 2배), AI·차량으로 확장","name":"스마트엣지 플랫폼 (커넥티비티·AI)"},{"desc":"매출의 5%, -4% — 성숙 사이클 축","name":"전력 IC"},{"desc":"신성장 재평가 축 — 구글 TPU v7e/v8e 수주·엔비디아 GB10 공동설계, CEO가 2026년 클라우드 ASIC 매출 $10억·2027년 수십억 달러 목표 제시(데이터센터 ASIC TAM $500억의 10~15% 겨냥)","name":"클라우드 AI ASIC (구글 TPU·엔비디아 GB10)"}],"total":"NT$5,960억 (2025 연결, +12.3%, 역대 최대·US$190억+)","source":"MediaTek FY2025 실적발표","concentration":"설계 전담 팹리스로 생산은 전량 TSMC 외주 — 모바일 AP가 축이나 스마트엣지(+21%)·클라우드 AI ASIC(구글 TPU·엔비디아 GB10)로 다변화 중. 4Q25 스마트폰이 매출의 59%."},"segments_en":{"fy":2025,"parts":[{"desc":"The core and largest axis — 2025 revenue over US$10bn (+8%, record), flagship SoCs $3bn; tied to smartphone demand and TSMC 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경로다.","analysis_en":"A world-scale fabless mobile-SoC firm designing only and fully outsourcing to TSMC, with structural dependence on Arm IP, EDA and foundry capacity. The thesis is diversifying from mobile APs (Dimensity) into automotive and edge AI, with $4B annual R&D the entry ticket to advanced-node competition. Risks are the smartphone demand cycle and securing TSMC advanced-node capacity, and in graph terms MediaTek volume connects up to TSMC/UMC foundry and KYEC test, and down to OEM demand like Samsung.","analysis_asof":"2026-07-09"},"edges":[{"direction":"cost","counterparty":"Arm Holdings","counterparty_slug":"arm","confidence":"high","metric":{"type":"amount","unit":"TWD","value":596000000000,"period":"MediaTek FY2025 매출(+12.3%)","qualifier":"company_scale"},"note":"Arm 아키텍처 IP를 라이선스 — SoC 설계의 명령어셋 기반으로, 로열티가 구조적 고정비.","note_en":"Licenses Arm architecture IP — the instruction-set foundation of its SoC designs, with royalties a structural fixed cost.","sources":[{"stance":"confirms","publisher":"MediaTek IR","publisher_en":"MediaTek IR","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.mediatek.com/hubfs/MediaTek%20Assets/Pdfs/Quarterly%20Earnings%20Release/2025/Quarterly%20Earnings%20Release-2025Q4/Transcript.pdf","title":"미디어텍 4Q25·FY2025 실적발표(매출 NT$5,960억, +12.3%)","title_en":"MediaTek Q4/FY2025 earnings (revenue NT$596bn, +12.3%)","excerpt":"미디어텍 FY2025 매출 NT$5,960억(+12.3%), 생산 전량 TSMC 외주·팹리스","excerpt_en":"MediaTek FY2025 revenue NT$596bn (+12.3%); design-only, all production outsourced to TSMC"},{"stance":"confirms","publisher":"TechInsights","publisher_en":"TechInsights","kind":"research","lang":"en","published_at":"2025-11-26","url":"https://www.techinsights.com/blog/dimensity-9500-debuts-arm-c1-cores-and-dual-npu","title":"디멘시티 9500, Arm C1 코어와 듀얼 NPU 탑재","title_en":"Dimensity 9500 Debuts Arm C1 Cores and Dual-NPU","excerpt":"디멘시티 9500은 Arm C1-Ultra·Premium·Pro 코어 클러스터 채택.","excerpt_en":"Dimensity 9500 uses an Arm C1-Ultra/Premium/Pro core cluster plus a Mali G1-Ultra GPU."},{"stance":"confirms","publisher":"미디어텍","publisher_en":"MediaTek","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://corp.mediatek.com/investor-relations","title":"MediaTek IR","title_en":"MediaTek IR","excerpt":"Arm Holdings에서 파운드리·IP·EDA 매입.","excerpt_en":"Buys foundry, IP and EDA from Arm Holdings."},{"stance":"confirms","publisher":"나무위키","publisher_en":"Namu","kind":"reference","lang":"ko","published_at":"2025-01-01","url":"https://namu.wiki/w/TSMC","title":"TSMC 고객사로서 미디어텍","title_en":"MediaTek as a TSMC customer","excerpt":"Arm Holdings에서 파운드리·IP·EDA 매입.","excerpt_en":"Buys foundry, IP and EDA from Arm Holdings."}]},{"direction":"cost","counterparty":"UMC","counterparty_slug":"umc","confidence":"high","metric":{"type":"amount","unit":"TWD","value":596000000000,"period":"MediaTek FY2025 매출(+12.3%)","qualifier":"company_scale"},"note":"UMC 성숙노드에 일부 위탁생산 — 첨단은 TSMC, 성숙은 UMC로 나누는 이원 파운드리 조달.","note_en":"Outsources some mature-node production to UMC — a dual-foundry split, advanced at TSMC and mature at UMC.","sources":[{"stance":"confirms","publisher":"MediaTek IR","publisher_en":"MediaTek IR","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.mediatek.com/hubfs/MediaTek%20Assets/Pdfs/Quarterly%20Earnings%20Release/2025/Quarterly%20Earnings%20Release-2025Q4/Transcript.pdf","title":"미디어텍 4Q25·FY2025 실적발표(매출 NT$5,960억, +12.3%)","title_en":"MediaTek Q4/FY2025 earnings (revenue NT$596bn, +12.3%)","excerpt":"미디어텍 FY2025 매출 NT$5,960억(+12.3%), 생산 전량 TSMC 외주·팹리스","excerpt_en":"MediaTek FY2025 revenue NT$596bn (+12.3%); design-only, all production outsourced to TSMC"},{"stance":"confirms","publisher":"Tom's Hardware","publisher_en":"Tom's Hardware","kind":"news","lang":"en","published_at":"2025-06-15","url":"https://www.tomshardware.com/tech-industry/semiconductors/the-trailing-edge-foundry-roadmap-examined","title":"UMC 성숙노드 로드맵·주요 고객(TI·미디어텍·퀄컴)","title_en":"UMC mature-node roadmap and major customers (TI, MediaTek, Qualcomm)","excerpt":"UMC의 주요 고객에 미디어텍 포함 — 22/28nm 성숙·특수공정 위탁(매출의 40%대).","excerpt_en":"UMC's major customers include MediaTek; outsources mature/specialty 22/28nm (~40% of UMC sales)."}]},{"direction":"cost","counterparty":"JCET","counterparty_slug":"jcet","confidence":"high","metric":{"type":"amount","unit":"TWD","value":596000000000,"period":"MediaTek FY2025 매출(+12.3%)","qualifier":"company_scale"},"note":"JCET에서 후공정 조립·테스트 이용.","note_en":"Uses assembly and test from JCET.","sources":[{"stance":"confirms","publisher":"MediaTek IR","publisher_en":"MediaTek IR","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.mediatek.com/hubfs/MediaTek%20Assets/Pdfs/Quarterly%20Earnings%20Release/2025/Quarterly%20Earnings%20Release-2025Q4/Transcript.pdf","title":"미디어텍 4Q25·FY2025 실적발표(매출 NT$5,960억, +12.3%)","title_en":"MediaTek Q4/FY2025 earnings (revenue NT$596bn, +12.3%)","excerpt":"미디어텍 FY2025 매출 NT$5,960억(+12.3%), 생산 전량 TSMC 외주·팹리스","excerpt_en":"MediaTek FY2025 revenue NT$596bn (+12.3%); design-only, all production outsourced to TSMC"},{"stance":"confirms","publisher":"트렌드포스","publisher_en":"TrendForce","kind":"analysis","lang":"en","published_at":"2025-05-13","url":"https://www.trendforce.com/presscenter/news/20250513-12577.html","title":"2024 OSAT 톱10(PTI 5위)","title_en":"Top 10 OSAT 2024 (PTI No.5)","excerpt":"JCET에서 후공정 조립·테스트 이용.","excerpt_en":"Uses assembly and test from JCET."},{"stance":"confirms","publisher":"JCET","publisher_en":"JCET","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.jcetglobal.com/en/","title":"JCET IR","title_en":"JCET IR","excerpt":"JCET에서 후공정 조립·테스트 이용.","excerpt_en":"Uses assembly and test from JCET."}]},{"direction":"cost","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"high","metric":{"type":"amount","unit":"TWD","value":596000000000,"period":"MediaTek FY2025 매출(+12.3%)","qualifier":"company_scale"},"note":"생산 전량을 TSMC 첨단 파운드리에 위탁 — 팹리스라 첨단노드 캐파 확보가 곧 출하 상한이자 최대 의존처.","note_en":"Outsources all production to TSMC advanced foundry — as a fabless firm, securing advanced-node capacity is both the shipment ceiling and its biggest dependency.","sources":[{"stance":"confirms","publisher":"TrendForce","publisher_en":"TrendForce","kind":"news","lang":"en","published_at":"2026-05-29","url":"https://www.trendforce.com/news/2026/05/29/news-mediatek-ceo-reaffirms-tsmc-as-key-long-term-partner-amid-samsungs-reported-push-for-foundry-orders/","title":"미디어텍 CEO, TSMC를 핵심 장기 파운드리 파트너로 재확인","title_en":"MediaTek CEO Reaffirms TSMC as Key Long-Term Foundry Partner","excerpt":"릭 차이 CEO, TSMC를 12nm~1.4nm 전 공정의 핵심 장기 파운드리 파트너로 확인.","excerpt_en":"CEO Rick Tsai affirmed TSMC as MediaTek's most important long-term foundry partner across 12nm to 1.4nm."},{"stance":"confirms","publisher":"MediaTek IR","publisher_en":"MediaTek IR","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.mediatek.com/hubfs/MediaTek%20Assets/Pdfs/Quarterly%20Earnings%20Release/2025/Quarterly%20Earnings%20Release-2025Q4/Transcript.pdf","title":"미디어텍 4Q25·FY2025 실적발표(매출 NT$5,960억, +12.3%)","title_en":"MediaTek Q4/FY2025 earnings (revenue NT$596bn, +12.3%)","excerpt":"미디어텍 FY2025 매출 NT$5,960억(+12.3%), 생산 전량 TSMC 외주·팹리스","excerpt_en":"MediaTek FY2025 revenue NT$596bn (+12.3%); design-only, all production outsourced to TSMC"},{"stance":"confirms","publisher":"TechInsights","publisher_en":"TechInsights","kind":"research","lang":"en","published_at":"2025-11-26","url":"https://www.techinsights.com/blog/dimensity-9500-debuts-arm-c1-cores-and-dual-npu","title":"디멘시티 9500, Arm C1 코어와 듀얼 NPU 탑재","title_en":"Dimensity 9500 Debuts Arm C1 Cores and Dual-NPU","excerpt":"디멘시티 9500은 TSMC N3P 공정 제조, 300억 트랜지스터.","excerpt_en":"Built on TSMC's N3P process with 30 billion transistors."},{"stance":"confirms","publisher":"미디어텍","publisher_en":"MediaTek","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://corp.mediatek.com/investor-relations","title":"MediaTek IR","title_en":"MediaTek IR","excerpt":"TSMC에서 파운드리·IP·EDA 매입.","excerpt_en":"Buys foundry, IP and EDA from TSMC."},{"stance":"confirms","publisher":"나무위키","publisher_en":"Namu","kind":"reference","lang":"ko","published_at":"2025-01-01","url":"https://namu.wiki/w/TSMC","title":"TSMC 고객사로서 미디어텍","title_en":"MediaTek as a TSMC customer","excerpt":"TSMC에서 파운드리·IP·EDA 매입.","excerpt_en":"Buys foundry, IP and EDA from TSMC."}]},{"direction":"cost","counterparty":"KYEC","counterparty_slug":"kyec","confidence":"mid","metric":{"type":"amount","unit":"TWD","value":596000000000,"period":"MediaTek FY2025 매출(+12.3%)","qualifier":"company_scale"},"note":"KYEC에서 반도체 테스트 이용.","note_en":"Uses semiconductor test from KYEC.","sources":[{"stance":"confirms","publisher":"MediaTek IR","publisher_en":"MediaTek IR","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.mediatek.com/hubfs/MediaTek%20Assets/Pdfs/Quarterly%20Earnings%20Release/2025/Quarterly%20Earnings%20Release-2025Q4/Transcript.pdf","title":"미디어텍 4Q25·FY2025 실적발표(매출 NT$5,960억, +12.3%)","title_en":"MediaTek Q4/FY2025 earnings (revenue NT$596bn, +12.3%)","excerpt":"미디어텍 FY2025 매출 NT$5,960억(+12.3%), 생산 전량 TSMC 외주·팹리스","excerpt_en":"MediaTek FY2025 revenue NT$596bn (+12.3%); design-only, all production outsourced to TSMC"},{"stance":"confirms","publisher":"KYEC","publisher_en":"KYEC","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.kyec.com.tw/en/","title":"KYEC IR","title_en":"KYEC IR","excerpt":"KYEC에서 반도체 테스트 이용.","excerpt_en":"Uses semiconductor test from KYEC."},{"stance":"confirms","publisher":"Mordor Intelligence","publisher_en":"Mordor","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/osat-market/companies","title":"OSAT 테스트 전문 KYEC","title_en":"KYEC, a pure-play test OSAT","excerpt":"KYEC에서 반도체 테스트 이용.","excerpt_en":"Uses semiconductor test from KYEC."}]},{"direction":"cost","counterparty":"Siemens EDA","counterparty_slug":"siemens-eda","confidence":"mid","metric":{"type":"amount","unit":"TWD","value":596000000000,"period":"MediaTek FY2025 매출(+12.3%)","qualifier":"company_scale"},"note":"지멘스 EDA(Calibre 등) 라이선스 지급.","note_en":"Pays for Siemens EDA (Calibre etc.) licenses.","sources":[{"stance":"confirms","publisher":"MediaTek IR","publisher_en":"MediaTek IR","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.mediatek.com/hubfs/MediaTek%20Assets/Pdfs/Quarterly%20Earnings%20Release/2025/Quarterly%20Earnings%20Release-2025Q4/Transcript.pdf","title":"미디어텍 4Q25·FY2025 실적발표(매출 NT$5,960억, +12.3%)","title_en":"MediaTek Q4/FY2025 earnings (revenue NT$596bn, +12.3%)","excerpt":"미디어텍 FY2025 매출 NT$5,960억(+12.3%), 생산 전량 TSMC 외주·팹리스","excerpt_en":"MediaTek FY2025 revenue NT$596bn (+12.3%); design-only, all production outsourced to TSMC"},{"stance":"confirms","publisher":"위키백과","publisher_en":"Wikipedia","kind":"news","lang":"ko","published_at":"2026-01-01","url":"https://ko.wikipedia.org/wiki/멘토_그래픽스","title":"멘토 그래픽스(지멘스 EDA)","title_en":"Mentor Graphics (Siemens EDA)","excerpt":"미디어텍가 지멘스 EDA(Calibre·Tessent·Questa) 라이선스로 칩 설계.","excerpt_en":"mediatek designs chips on Siemens EDA (Calibre/Tessent/Questa)."},{"stance":"confirms","publisher":"SemiWiki","publisher_en":"SemiWiki","kind":"research","lang":"en","published_at":"2025-06-01","url":"https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/","title":"Siemens EDA(멘토그래픽스) 위키","title_en":"Siemens EDA (Mentor Graphics) wiki","excerpt":"미디어텍가 지멘스 EDA(Calibre·Tessent·Questa) 라이선스로 칩 설계.","excerpt_en":"mediatek designs chips on Siemens EDA (Calibre/Tessent/Questa)."}]},{"direction":"cost","counterparty":"Synopsys","counterparty_slug":"synopsys","confidence":"mid","metric":{"type":"amount","unit":"TWD","value":596000000000,"period":"MediaTek FY2025 매출(+12.3%)","qualifier":"company_scale"},"note":"Synopsys EDA 툴·IP 라이선스 — 칩 설계에 필수인 소프트웨어 원가.","note_en":"Licenses Synopsys EDA tools and IP — software cost essential to chip design.","sources":[{"stance":"confirms","publisher":"MediaTek IR","publisher_en":"MediaTek IR","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.mediatek.com/hubfs/MediaTek%20Assets/Pdfs/Quarterly%20Earnings%20Release/2025/Quarterly%20Earnings%20Release-2025Q4/Transcript.pdf","title":"미디어텍 4Q25·FY2025 실적발표(매출 NT$5,960억, +12.3%)","title_en":"MediaTek Q4/FY2025 earnings (revenue NT$596bn, +12.3%)","excerpt":"미디어텍 FY2025 매출 NT$5,960억(+12.3%), 생산 전량 TSMC 외주·팹리스","excerpt_en":"MediaTek FY2025 revenue NT$596bn (+12.3%); design-only, all production outsourced to TSMC"},{"stance":"confirms","publisher":"미디어텍","publisher_en":"MediaTek","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://corp.mediatek.com/investor-relations","title":"MediaTek IR","title_en":"MediaTek IR","excerpt":"Synopsys에서 파운드리·IP·EDA 매입.","excerpt_en":"Buys foundry, IP and EDA from Synopsys."},{"stance":"confirms","publisher":"나무위키","publisher_en":"Namu","kind":"reference","lang":"ko","published_at":"2025-01-01","url":"https://namu.wiki/w/TSMC","title":"TSMC 고객사로서 미디어텍","title_en":"MediaTek as a TSMC customer","excerpt":"Synopsys에서 파운드리·IP·EDA 매입.","excerpt_en":"Buys foundry, IP and EDA from Synopsys."}]},{"direction":"cost","counterparty":"Cadence Design Systems","counterparty_slug":"cadence","confidence":"mid","metric":{"type":"amount","unit":"TWD","value":596000000000,"period":"MediaTek FY2025 매출(+12.3%)","qualifier":"company_scale"},"note":"Cadence EDA 툴 라이선스 — 설계·검증 소프트웨어 원가.","note_en":"Licenses Cadence EDA tools — design/verification software cost.","sources":[{"stance":"confirms","publisher":"MediaTek IR","publisher_en":"MediaTek IR","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.mediatek.com/hubfs/MediaTek%20Assets/Pdfs/Quarterly%20Earnings%20Release/2025/Quarterly%20Earnings%20Release-2025Q4/Transcript.pdf","title":"미디어텍 4Q25·FY2025 실적발표(매출 NT$5,960억, +12.3%)","title_en":"MediaTek Q4/FY2025 earnings (revenue NT$596bn, +12.3%)","excerpt":"미디어텍 FY2025 매출 NT$5,960억(+12.3%), 생산 전량 TSMC 외주·팹리스","excerpt_en":"MediaTek FY2025 revenue NT$596bn (+12.3%); design-only, all production outsourced to TSMC"},{"stance":"confirms","publisher":"미디어텍","publisher_en":"MediaTek","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://corp.mediatek.com/investor-relations","title":"MediaTek IR","title_en":"MediaTek IR","excerpt":"Cadence Design Systems에서 파운드리·IP·EDA 매입.","excerpt_en":"Buys foundry, IP and EDA from Cadence Design Systems."},{"stance":"confirms","publisher":"나무위키","publisher_en":"Namu","kind":"reference","lang":"ko","published_at":"2025-01-01","url":"https://namu.wiki/w/TSMC","title":"TSMC 고객사로서 미디어텍","title_en":"MediaTek as a TSMC customer","excerpt":"Cadence Design Systems에서 파운드리·IP·EDA 매입.","excerpt_en":"Buys foundry, IP and EDA from Cadence Design Systems."}]},{"direction":"cost","counterparty":"난야PCB","counterparty_slug":"nanya-pcb","confidence":"mid","metric":{"type":"amount","unit":"TWD","value":596000000000,"period":"MediaTek FY2025 매출(+12.3%)","qualifier":"company_scale"},"note":"난야PCB에서 BT·패키지 기판 이용.","note_en":"Uses BT and package substrates from Nan Ya PCB.","sources":[{"stance":"confirms","publisher":"MediaTek IR","publisher_en":"MediaTek IR","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.mediatek.com/hubfs/MediaTek%20Assets/Pdfs/Quarterly%20Earnings%20Release/2025/Quarterly%20Earnings%20Release-2025Q4/Transcript.pdf","title":"미디어텍 4Q25·FY2025 실적발표(매출 NT$5,960억, +12.3%)","title_en":"MediaTek Q4/FY2025 earnings (revenue NT$596bn, +12.3%)","excerpt":"미디어텍 FY2025 매출 NT$5,960억(+12.3%), 생산 전량 TSMC 외주·팹리스","excerpt_en":"MediaTek FY2025 revenue NT$596bn (+12.3%); design-only, all production outsourced to TSMC"},{"stance":"confirms","publisher":"난야PCB","publisher_en":"Nan Ya PCB","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://www.npc.com.tw/npceb2b/en/","title":"Nan Ya PCB","title_en":"Nan Ya PCB","excerpt":"난야PCB에서 BT·패키지 기판 이용.","excerpt_en":"Uses BT/package substrates from Nan Ya PCB."},{"stance":"confirms","publisher":"MatrixBCG","publisher_en":"MatrixBCG","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://matrixbcg.com/blogs/growth-strategy/nanyapcb","title":"난야PCB AI·HPC 기판 전략","title_en":"Nan Ya PCB AI/HPC strategy","excerpt":"난야PCB에서 BT·패키지 기판 이용.","excerpt_en":"Uses BT/package substrates from Nan Ya PCB."}]},{"direction":"revenue","counterparty":"스마트폰·차량 OEM (비공개)","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"TWD","value":596000000000,"period":"MediaTek FY2025 매출(+12.3%)","qualifier":"company_scale"},"note":"모바일 AP(갤럭시 A 등)을(를) 스마트폰·차량 OEM에 공급.","note_en":"Supplies mobile APs (Galaxy A, etc.) to smartphone and automotive OEMs.","sources":[{"stance":"confirms","publisher":"미디어텍","publisher_en":"MediaTek","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://corp.mediatek.com/investor-relations","title":"MediaTek IR","title_en":"MediaTek IR","excerpt":"모바일 AP(갤럭시 A 등)을(를) 스마트폰·차량 OEM에 공급.","excerpt_en":"Supplies mobile SoCs (e.g., Galaxy A) to smartphone and automotive OEM."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"mid","metric":{"type":"amount","unit":"TWD","value":596000000000,"period":"MediaTek FY2025 매출(+12.3%)","qualifier":"company_scale"},"note":"삼성전자 갤럭시 A 등에 모바일 AP 공급 — OEM에 칩을 파는 매출축이자 경쟁사(엑시노스)와의 병행 관계.","note_en":"Supplies mobile APs for Samsung's Galaxy A — a revenue axis selling chips to an OEM that also competes (Exynos).","sources":[{"stance":"confirms","publisher":"MediaTek IR","publisher_en":"MediaTek IR","kind":"filing","lang":"en","published_at":"2026-02-04","url":"https://www.mediatek.com/hubfs/MediaTek%20Assets/Pdfs/Quarterly%20Earnings%20Release/2025/Quarterly%20Earnings%20Release-2025Q4/Transcript.pdf","title":"미디어텍 4Q25·FY2025 실적발표(매출 NT$5,960억, +12.3%)","title_en":"MediaTek Q4/FY2025 earnings (revenue NT$596bn, +12.3%)","excerpt":"갤럭시 A 등에 모바일 AP 공급; FY2025 매출 NT$5,960억","excerpt_en":"Supplies mobile APs (Galaxy A); FY2025 revenue NT$596bn"},{"stance":"confirms","publisher":"미디어텍","publisher_en":"MediaTek","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://corp.mediatek.com/investor-relations","title":"MediaTek IR","title_en":"MediaTek IR","excerpt":"삼성전자에 모바일 AP(갤럭시 A 등) 공급.","excerpt_en":"Supplies mobile SoCs (e.g., Galaxy A) to Samsung Electronics."},{"stance":"confirms","publisher":"회사 IR/거래소 공시","publisher_en":"Company IR / exchange filing","kind":"filing","lang":"en","published_at":"2025-04-01","url":"https://corp.mediatek.com/investor-relations/financial-information","title":"MediaTek 연차보고서(TWSE)","title_en":"MediaTek annual report (TWSE)","excerpt":"연차보고서: 매출·고객·사업.","excerpt_en":"Annual report: revenue, customers, business."},{"stance":"confirms","publisher":"나무위키","publisher_en":"Namu","kind":"reference","lang":"ko","published_at":"2025-01-01","url":"https://namu.wiki/w/TSMC","title":"TSMC 고객사로서 미디어텍","title_en":"MediaTek as a TSMC customer","excerpt":"삼성전자에 모바일 AP(갤럭시 A 등) 공급.","excerpt_en":"Supplies mobile SoCs (e.g., Galaxy A) to Samsung Electronics."}]},{"direction":"revenue","counterparty":"엔비디아 (GB10 커스텀 실리콘)","counterparty_slug":"nvidia","confidence":"mid","metric":{"type":"amount","unit":"USD","value":1000000000,"period":"2026 클라우드 ASIC 매출 목표(합산)","qualifier":"custom_asic_axis"},"note":"엔비디아 GB10 그레이스 블랙웰 슈퍼칩을 공동 설계 — DGX Spark 개인 AI 슈퍼컴퓨터에 탑재. 미디어텍이 팹리스 설계·IP 역량을 클라우드 AI ASIC로 확장하는 재평가 축의 한 갈래.","note_en":"Co-designed NVIDIA's GB10 Grace Blackwell Superchip powering the DGX Spark personal AI supercomputer — one strand of the re-rating axis extending MediaTek's fabless design/IP capability into cloud AI ASICs.","sources":[{"stance":"confirms","publisher":"TrendForce","publisher_en":"TrendForce","kind":"research","lang":"en","published_at":"2025-12-15","url":"https://www.trendforce.com/news/2025/12/15/news-mediatek-reportedly-secures-google-v7e-v8e-tpu-orders-requests-7-fold-cowos-increase-from-tsmc/","title":"트렌드포스 — 미디어텍, 구글 TPU v7e·v8e 수주·TSMC CoWoS 7배 증설 요청","title_en":"TrendForce — MediaTek secures Google v7e/v8e TPU orders; 7x CoWoS request to TSMC","excerpt":"미디어텍-엔비디아 GB10 공동설계(DGX Spark); 클라우드 ASIC $10억(2026)·수십억(2027) 목표","excerpt_en":"MediaTek co-designed NVIDIA GB10 (DGX Spark); cloud ASIC target $1bn (2026), several billion (2027)"}]},{"direction":"revenue","counterparty":"알파벳 (구글 TPU v7e/v8e)","counterparty_slug":"alphabet","confidence":"mid","metric":{"type":"amount","unit":"USD","value":1000000000,"period":"2026 클라우드 ASIC 매출 목표(합산)","qualifier":"custom_asic_axis"},"note":"구글 TPU v7e·v8e 커스텀 ASIC을 수주 — 브로드컴과 병행해 미디어텍이 I/O 설계·TSMC 생산 조율을 맡는다(Ironwood 2026). v7e는 2026 하반기 출하 예정으로 TSMC CoWoS 캐파 7배 증설 요청. 클라우드 ASIC 매출 $10억(2026) 목표의 핵심 축.","note_en":"Secured Google TPU v7e/v8e custom ASIC orders — alongside Broadcom, MediaTek handles I/O design and TSMC production coordination (Ironwood 2026). v7e ships in H2 2026, prompting a 7x CoWoS capacity request at TSMC. The core of the $1bn 2026 cloud-ASIC target.","sources":[{"stance":"confirms","publisher":"TrendForce","publisher_en":"TrendForce","kind":"research","lang":"en","published_at":"2025-12-15","url":"https://www.trendforce.com/news/2025/12/15/news-mediatek-reportedly-secures-google-v7e-v8e-tpu-orders-requests-7-fold-cowos-increase-from-tsmc/","title":"트렌드포스 — 미디어텍, 구글 TPU v7e·v8e 수주·TSMC CoWoS 7배 증설 요청","title_en":"TrendForce — MediaTek secures Google v7e/v8e TPU orders; 7x CoWoS request to TSMC","excerpt":"미디어텍, 구글 TPU v7e·v8e 수주; v7e 2026 하반기 출하, CoWoS 7배 증설","excerpt_en":"MediaTek secured Google TPU v7e/v8e; v7e ships H2 2026, 7x CoWoS increase"}]},{"direction":"cost","counterparty":"부품·소재·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"제조용 부품·소재·R&D(비공개).","note_en":"Parts, materials and R&D (undisclosed).","sources":[{"stance":"confirms","publisher":"미디어텍","publisher_en":"MediaTek","kind":"ir","lang":"en","published_at":"2025-05-01","url":"https://corp.mediatek.com/investor-relations","title":"MediaTek IR","title_en":"MediaTek IR","excerpt":"제조용 부품·소재·R&D(비공개).","excerpt_en":"Parts, materials and R&D (undisclosed)."}]}]}