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联发科6月营收重返500亿元新台币大关 云端与边缘计算业务表现突出
Jing Ji Ri Bao· 2025-07-10 23:25
Group 1 - MediaTek reported a consolidated revenue of NT$564.34 billion for June, marking a 24.9% month-over-month increase and a 30.9% year-over-year increase, reaching a 33-month high [1] - For Q2, MediaTek's consolidated revenue was NT$1,503.68 billion, falling within the previously estimated range, with a 1.9% quarter-over-quarter decrease and an 18.1% year-over-year increase, making it the third highest quarterly revenue in history [1] - The company has accumulated NT$3,036.81 billion in consolidated revenue for the first half of the year, reflecting a 16.4% year-over-year growth [1] Group 2 - MediaTek is experiencing positive performance in cloud and edge computing, collaborating with NVIDIA on the GB10 super chip for AI supercomputers, which is expected to drive new momentum in non-mobile business in the second half of the year [2] - The collaboration on the super chip demonstrates MediaTek's capabilities in high-performance computing (HPC) chip design, allowing exploration of future applications [2] Group 3 - MediaTek has been focusing on customized enterprise chips, which are expected to yield significant business opportunities as the market seeks to enhance data center efficiency [3] - The company aims to achieve substantial annual revenue contributions from customized enterprise chips starting in 2026, targeting growth in this rapidly expanding market [3] Group 4 - MediaTek's stock price rose by 3.3%, closing at NT$1,400 [4]