Added to YB: 2026-06-03
Pitch date: 2026-06-01
2454.TW [neutral]
MediaTek Inc.
-8.95%
current return
Author Info
Investing w/ Martin is a former poker pro. Now I split my time between programming and investing. Switched from indexing to active mid-2022. Beat SPY every year since. Returned 30% in 2023, 71% in 2024, and ~35% YTD. I run an 85% net long/short book atm. Sign up for the newsletter.
Company Info
MediaTek Inc. engages in the research, development, production, manufacture, and marketing of multimedia integrated circuits (ICs) in Taiwan, rest of Asia, and internationally.
Market Cap
TWD 7.3T
Pitch Price
TWD 5.0K
Price Target
N/A
Dividend
1.17%
EV/EBITDA
59.17
P/E
72.56
EV/Sales
12.01
Sector
Semiconductors and Semiconductor Equipment
Category
growth
May went well - MediaTek Inc.
2454.TW (holding update): Becoming key Google partner for TPUi (inference ASIC), guiding 10-15% next-gen ASIC TAM. Hired ex-TSMC packaging exec, adopting Intel EMIB + TSMC to ease CoWoS bottleneck. At $220B cap vs Broadcom $2.2T. Also Dimensity phone & auto chips + potential SpaceX Terrafab partner.
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