MediaTek unveils 2nm chip: what it means for MediaTek stock

Published on 10/02/2026 at 15:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

MediaTek's Dimensity 9600 Pro uses a 2nm process. For MediaTek stock, second-quarter revenue was TWD 152.2 billion and August sales rose 44.00 percent.

MediaTek, TW0002454006, Illustration mit AI erstellt.

MediaTek (ISIN TW0002454006) unveiled its Dimensity 9600 Pro on September 15, 2026, its first smartphone processor built on a 2nm process, according to Reuters. The chip puts on-device artificial intelligence at the center of MediaTek's premium smartphone push while the company's latest financial figures show a more measured earnings base.

2nm chip targets premium phones

The Dimensity 9600 Pro includes a dedicated neural processing unit for generative AI applications, while MediaTek also introduced the Dimensity 9600M for a broader flagship segment. The first smartphones using both chips are expected to launch in the third quarter of 2026, according to S&P Capital IQ.

Reuters reported that the processor delivered a 51.00 percent improvement over the prior generation in processing a user prompt before model generation begins. That technical gain gives MediaTek a concrete performance claim as premium phones absorb more AI functions, although the company is competing with Qualcomm, Samsung Electronics and Huawei's HiSilicon in the same market.

Revenue grows while margins moderate

MediaTek reported TWD 152.2 billion of revenue in the second quarter of 2026, up 2.00 percent sequentially and 1.20 percent year over year. Gross margin was 46.20 percent, operating income reached TWD 22.9 billion and net income was TWD 24.6 billion, according to Manuals Plus.

The comparison matters for the stock story: revenue expanded, but the quarter's mobile phone revenue declined 14.00 percent quarter over quarter while Smart Edge Platforms grew 19.00 percent. MediaTek's first custom AI accelerator is scheduled for production in the fourth quarter of 2026, and management expects data-center revenue to exceed USD 2.0 billion in 2026, according to the same earnings-call transcript.

What the launch means for MediaTek stock

August consolidated revenue rose 44.00 percent year over year to TWD 64.2 billion, Bloomberg reported on September 10, 2026, as the emerging AI-chip business added to smartphone demand. The monthly figure gives the premium-chip launch a stronger commercial backdrop than the second-quarter growth rate alone.

For MediaTek stock, the market is weighing that AI expansion against the more subdued mobile trend. The stock was last at TWD 4,950.00 on the Taiwan Stock Exchange on October 2, 2026 at 1:30 p.m. TST, down 0.60 percent from TWD 4,980.00 and 9.67 percent below its TWD 5,480.00 52-week high. The market capitalization was TWD 7.9 trillion on the same date.