Core Viewpoint - MediaTek, a leading IC design company in Taiwan, reported a strong revenue performance for April, with a monthly revenue of NT$48.754 billion, marking a 12.93% decrease month-over-month but a 16% increase year-over-year, achieving the second-highest record for the same month in history [1] - The company anticipates a revenue range for Q2, calculated at an exchange rate of 1 USD to 32.5 TWD, between NT$147.2 billion and NT$159.4 billion, indicating a potential quarterly decrease of 4% to an increase of 4%, and a year-over-year growth of 16% to 25% [1] Group 1 - MediaTek's cumulative revenue for the first four months reached NT$202.067 billion, reflecting a year-over-year increase of 15.15%, setting a new record for the same period [1] - The company projects a gross margin of 45.5% to 48.5% and an expense ratio of 27% to 31% for the upcoming quarter [1] - The appreciation of the New Taiwan Dollar against the US Dollar is expected to reduce the company's profit by NT$44.897 million and NT$31.382 million for the years 2023 and 2022, respectively, for every 0.1% increase in the exchange rate [1] Group 2 - MediaTek's CEO expressed confidence in long-term growth opportunities despite current market uncertainties, focusing on growth areas such as AI, data centers, and automotive sectors, which are still in the early stages of market development [2] - External analysts believe MediaTek's financial forecasts align with market expectations, driven by the Smart Edge Platform and the increasing market share of power chips in consumer electronics, automotive, and data centers [2] - The geopolitical tensions, particularly regarding US-China relations, may benefit MediaTek's market share as flagship chips like the Dimensity 9400+ are set to launch, potentially increasing demand for MediaTek's mobile chip business [2]

Core Viewpoint - The article highlights the significant growth in revenue among the top global IC design companies, particularly emphasizing the dominance of NVIDIA in the semiconductor industry [2]. Group 1: Revenue Growth - The top 10 global IC design companies achieved nearly $250 billion in revenue last year, marking a substantial increase of 49% from approximately $167.64 billion in 2023 [2]. - NVIDIA led the revenue rankings with $124.38 billion, more than double its 2023 revenue of $55.27 billion, reflecting a year-on-year growth of 125% [2]. - Qualcomm, the second-largest company, reported revenue of $34.86 billion, significantly lower than NVIDIA's [2]. Group 2: Company Rankings - The top 10 IC design companies in terms of revenue are NVIDIA, Qualcomm, Broadcom, AMD, MediaTek, Marvell, Realtek Semiconductor, Novatek, Will Semiconductor, and MPS [2]. - The rankings of Realtek Semiconductor and Novatek swapped positions compared to 2023, while the other companies maintained their rankings [2]. - Broadcom, AMD, and MediaTek reported revenues of $30.64 billion, $25.79 billion, and $16.52 billion, respectively, with the remaining five companies each generating revenues below $10 billion [2].

业界人士指出，川普拟对国外芯片大幅课税，虽然实际上还未发生，实施方式细节也还不明朗，但 「未知的状况总是最让人担忧」，为避免川普突然下令全面课征芯片关税，业界已未雨绸缪，开始 提前备货分散风险，伴随国际大厂「去中化」态势延续，台湾IC设计业成为业界下单首选。 因应美国总统川普发动关税战，芯片业近期掀起提前备货潮，台湾IC设计四强联发科、联咏、瑞 昱，以及义隆迎来急单，以电视、网通、PC相关应用为主，挹注本季营运淡季不淡。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容综合自经济日报 ，谢谢。 联发科证实，本季营运有望不淡，除了智慧手机芯片业务受惠大陆官方补贴政策带动需求，客户因 应全球关税不确定性，对电视、WiFi、平板、Chromeboook等相关芯片加强备货，因此预期本季营 收将有优于季节性的成长。 联发科预期，本季合并营收将介于1,408亿元至1,518 亿元之间，约是季增2％至10％，也比去年同 期成长6％至14％。 驱动IC大厂联咏提到，由于大陆官方相关补贴政策刺激，与因应部分关税不确定性，客户有提前拉 货情形，本季营收也将优于传统季节性表现，估计介于260亿元至272亿元之间，约季增2.9％ ...