MediaTek Inc. reported March revenue of NT$56 billion (US$1.7 billion), a 21.3% month-on-month increase and 10.9% year-over-year growth, capping a strong first quarter that exceeded forecasts. The chipmaker’s Q1 consolidated revenue reached NT$153.31 billion, growing 14.9% from a year earlier, surpassing the upper end of its projected 14% growth target.
The Taiwanese chip designer benefited from resurgent smartphone demand in China, driven by government subsidies and preemptive inventory building by manufacturers concerned about potential trade tensions. MediaTek is set to unveil its Dimensity 9400+ mobile platform at today’s Dimensity Developer Conference (MDDC 2025) in Shenzhen, offering enhanced AI capabilities including 20% faster “agentic AI” performance.
The new chip features an all-big-core design with one Arm Cortex-X925 core clocked at 3.73GHz, building on the successful Dimensity 9400 launched last year. This represents a modest overclock from the 3.62GHz in the original 9400, but the processor also features improved multithread performance and enhanced GPU capabilities for more realistic gaming effects.
MediaTek has made significant inroads with Chinese smartphone manufacturers, with brands like Vivo, Oppo and Redmi adopting its flagship chips. The company’s market share in China’s premium smartphone segment rose from around 30% in 2023 to approximately 40% in 2024, with further gains anticipated this year.
Analysts note that while trade tensions present risks, MediaTek’s stable financial structure positions it well to navigate potential headwinds from shifts in U.S. trade policy under President Trump.
