# 미디어텍 (2454.TW)
> 세계 최대 스마트폰 SoC 팹리스 중 하나. 설계만 하고 TSMC에 위탁생산하며 ARM IP·EDA에 의존. R&D 연 약 $4B. 차량용(Dimensity Auto)으로 확장.
Canonical: https://valuechain.wiki/mediatek · Updated: 2026-06-21T15:34:06.097+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: 팹리스 모바일·차량 SoC
- 사업부문: 팹리스 모바일·차량 SoC

## Annual stock return (as of 2026-06-18)
- 2021: +27.8%
- 2022: -26.6%
- 2023: +49%
- 2024: +59.1%
- 2025: +25.1%
- 2026 YTD: +154.3%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-06-18)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| CoreWeave | lead3 | · | · | · | · | · | +64.7% |
| Arista Networks | lead3 | +97.9% | -15.6% | +94.1% | +87.7% | +18.5% | +29.5% |
| Foxconn | lead3 | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +21.8% |
| 알파벳 (구글) | lead3 | +65.3% | -39.1% | +58.3% | +35.8% | +66.1% | +17.8% |
| Apple | lead3 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +9.8% |
| 아마존 | lead3 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +5.9% |
| Super Micro | lead3 | +38.8% | +86.8% | +246.2% | +7.2% | -4% | +4.7% |
| 메타 플랫폼스 | lead3 | +23.1% | -64.2% | +194.1% | +65.9% | +13.1% | -12.3% |
| 마이크로소프트 | lead3 | +52.5% | -28% | +58.2% | +12.9% | +15.6% | -21.2% |
| Marvell | lead2 | +84.9% | -57.5% | +63.7% | +83.8% | -22.8% | +265.9% |
| AMD | lead2 | +56.9% | -55% | +127.6% | -18.1% | +77.3% | +150.9% |
| Qualcomm | lead2 | +22.3% | -38.4% | +35.1% | +7.7% | +13.9% | +34.2% |
| Broadcom | lead2 | +56.8% | -13.4% | +104.9% | +110.9% | +50.7% | +19.3% |
| NVIDIA | lead2 | +125.5% | -50.3% | +239% | +171.3% | +38.9% | +13.1% |
| 삼성전자 | lead1 | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +121% |
| 미디어텍 | node | +27.8% | -26.6% | +49% | +59.1% | +25.1% | +154.3% |
| Arm Holdings | benef1 | · | · | · | +64.2% | -11.4% | +302% |
| UMC | benef1 | +43.2% | -40.3% | +39.2% | -19% | +28.8% | +206.4% |
| 난야PCB | benef1 | +110.6% | -46.7% | -0.5% | -38.3% | +188.2% | +125% |
| JCET | benef1 | -34% | +0.2% | -15.2% | +73.3% | +28% | +67.8% |
| TSMC | benef1 | +12.1% | -36.8% | +42.5% | +92.9% | +56% | +53.3% |
| KYEC | benef1 | +26.7% | -7.7% | +132.4% | +38.6% | +171% | +4.2% |
| Kulicke & Soffa | benef2 | +92.6% | -25.9% | +25.5% | -13.3% | -0.3% | +170% |
| 섬코 | benef2 | -4.3% | -3.9% | +21.3% | -48.1% | +41.7% | +163.6% |
| 어플라이드 머티어리얼즈 | benef2 | +83.6% | -37.5% | +68% | +1.1% | +59.6% | +140.7% |
| 램리서치 | benef2 | +53.7% | -40.8% | +88.8% | -6.9% | +139.5% | +128.1% |
| Teradyne | benef2 | +36.8% | -46.3% | +24.8% | +16.5% | +54.4% | +126.4% |
| GlobalWafers | benef2 | +27.3% | -30.3% | +14.4% | -38.9% | +51% | +123.3% |
| KLA | benef2 | +68% | -11.2% | +56% | +9.4% | +94.5% | +114.2% |
| Entegris | benef2 | +44.6% | -52.5% | +83.5% | -17.1% | -14.6% | +112.5% |
| Onto Innovation | benef2 | +112.9% | -32.7% | +124.6% | +9% | -5.3% | +111.4% |
| Resonac | benef2 | -2.6% | -4% | +37.5% | +30.3% | +137.9% | +105.5% |
| BESI | benef2 | +33.7% | -6.1% | +121.8% | -9.3% | +35% | +89.5% |
| 도쿄일렉트론 | benef2 | +40.4% | -14.5% | +89.8% | -4.4% | +61.6% | +84.1% |
| ASML | benef2 | +64.1% | -30.5% | +39.9% | -7.7% | +55.8% | +81% |
| SCREEN Holdings | benef2 | +40.7% | -13.2% | +220.1% | -24.1% | +84.9% | +71.9% |
| Tokyo Ohka Kogyo | benef2 | -2.7% | -3% | +63.8% | +4.3% | +111.5% | +52.9% |
| Lasertec | benef2 | +78.9% | +2.4% | +57% | -60.6% | +138.9% | +51.4% |
| ASM International | benef2 | +44.2% | +2.9% | +68.7% | +10.3% | +25.9% | +50.8% |
| 신에쓰화학 | benef2 | +6.3% | +3.1% | +57.8% | -15.6% | +7.6% | +43.8% |
| 디스코 | benef2 | -6.6% | +27.7% | +218.5% | +11.6% | +49.6% | +29% |
| Advantest | benef2 | +17% | -2.3% | +155.7% | +49.5% | +196% | +24.6% |
| Cadence Design Systems | benef2 | +36.6% | -13.8% | +69.6% | +10.3% | +4% | +23.9% |
| HPSP | benef2 | · | · | +216.5% | -30.4% | +54.7% | +21.7% |
| Synopsys | benef2 | +42.1% | -13.4% | +61.3% | -5.7% | -3.2% | -3% |
| 리노공업 | benef2 | +21% | -5.3% | +18.3% | +9.5% | +150.1% | -12.6% |
| MKS Instruments | benef3 | +16.4% | -51% | +22.6% | +2.2% | +54.4% | +154.7% |
| 원익QnC | benef3 | +26.2% | +2% | +11.9% | -33.7% | +53.4% | +25.1% |
| 티씨케이 | benef3 | -10.1% | -16.9% | +2.8% | -28.7% | +225.7% | +8.6% |
| 하나머티리얼즈 | benef3 | +106% | -30.5% | +26.1% | -47.4% | +173.9% | -3.6% |

## Money in · revenue from (2)
### 스마트폰·차량 OEM (비공개) (mid)
- note: 모바일 AP(갤럭시 A 등)을(를) 스마트폰·차량 OEM에 공급.
- [confirms] 미디어텍 (EN, ir, published 2025-05-01) https://corp.mediatek.com/investor-relations: "모바일 AP(갤럭시 A 등)을(를) 스마트폰·차량 OEM에 공급."

### 삼성전자 (low)  → /samsung-electronics.md
- note: 삼성전자에 모바일 AP(갤럭시 A 등) 공급.
- [confirms] 미디어텍 (EN, ir, published 2025-05-01) https://corp.mediatek.com/investor-relations: "삼성전자에 모바일 AP(갤럭시 A 등) 공급."
- [confirms] 회사 IR/거래소 공시 (EN, filing, published 2025-04-01) https://corp.mediatek.com/investor-relations/financial-information: "연차보고서: 매출·고객·사업."
- [confirms] 나무위키 (KO, reference, published 2025-01-01) https://namu.wiki/w/TSMC: "삼성전자에 모바일 AP(갤럭시 A 등) 공급."

## Money out · pays to (10)
### UMC (high)  → /umc.md
- note: UMC에 성숙노드 위탁생산 지급.
- [confirms] Wikipedia (EN, research, published 2026-01-01) https://en.wikipedia.org/wiki/United_Microelectronics_Corporation: "미디어텍가 UMC 22/28nm 성숙노드를 위탁생산."

### Arm Holdings (high)  → /arm.md
- note: Arm Holdings에서 파운드리·IP·EDA 매입.
- [confirms] 미디어텍 (EN, ir, published 2025-05-01) https://corp.mediatek.com/investor-relations: "Arm Holdings에서 파운드리·IP·EDA 매입."
- [confirms] 나무위키 (KO, reference, published 2025-01-01) https://namu.wiki/w/TSMC: "Arm Holdings에서 파운드리·IP·EDA 매입."

### TSMC (high)  → /tsmc.md
- note: TSMC에서 파운드리·IP·EDA 매입.
- [confirms] 미디어텍 (EN, ir, published 2025-05-01) https://corp.mediatek.com/investor-relations: "TSMC에서 파운드리·IP·EDA 매입."
- [confirms] 나무위키 (KO, reference, published 2025-01-01) https://namu.wiki/w/TSMC: "TSMC에서 파운드리·IP·EDA 매입."

### JCET (high)  → /jcet.md
- note: JCET에서 후공정 조립·테스트 이용.
- [confirms] 트렌드포스 (EN, analysis, published 2025-05-13) https://www.trendforce.com/presscenter/news/20250513-12577.html: "JCET에서 후공정 조립·테스트 이용."
- [confirms] JCET (EN, ir, published 2025-05-01) https://www.jcetglobal.com/en/: "JCET에서 후공정 조립·테스트 이용."

### KYEC (mid)  → /kyec.md
- note: KYEC에서 반도체 테스트 이용.
- [confirms] KYEC (EN, ir, published 2025-05-01) https://www.kyec.com.tw/en/: "KYEC에서 반도체 테스트 이용."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/osat-market/companies: "KYEC에서 반도체 테스트 이용."

### Siemens EDA (mid)  → /siemens-eda.md
- note: 지멘스 EDA(Calibre 등) 라이선스 지급.
- [confirms] 위키백과 (KO, news, published 2026-01-01) https://ko.wikipedia.org/wiki/멘토_그래픽스: "미디어텍가 지멘스 EDA(Calibre·Tessent·Questa) 라이선스로 칩 설계."
- [confirms] SemiWiki (EN, research, published 2025-06-01) https://semiwiki.com/wikis/company-wikis/mentor-graphics-wiki/: "미디어텍가 지멘스 EDA(Calibre·Tessent·Questa) 라이선스로 칩 설계."

### Synopsys (mid)  → /synopsys.md
- note: Synopsys에서 파운드리·IP·EDA 매입.
- [confirms] 미디어텍 (EN, ir, published 2025-05-01) https://corp.mediatek.com/investor-relations: "Synopsys에서 파운드리·IP·EDA 매입."
- [confirms] 나무위키 (KO, reference, published 2025-01-01) https://namu.wiki/w/TSMC: "Synopsys에서 파운드리·IP·EDA 매입."

### Cadence Design Systems (mid)  → /cadence.md
- note: Cadence Design Systems에서 파운드리·IP·EDA 매입.
- [confirms] 미디어텍 (EN, ir, published 2025-05-01) https://corp.mediatek.com/investor-relations: "Cadence Design Systems에서 파운드리·IP·EDA 매입."
- [confirms] 나무위키 (KO, reference, published 2025-01-01) https://namu.wiki/w/TSMC: "Cadence Design Systems에서 파운드리·IP·EDA 매입."

### 난야PCB (mid)  → /nanya-pcb.md
- note: 난야PCB에서 BT·패키지 기판 이용.
- [confirms] 난야PCB (EN, ir, published 2025-05-01) https://www.npc.com.tw/npceb2b/en/: "난야PCB에서 BT·패키지 기판 이용."
- [confirms] MatrixBCG (EN, analysis, published 2025-01-01) https://matrixbcg.com/blogs/growth-strategy/nanyapcb: "난야PCB에서 BT·패키지 기판 이용."

### 부품·소재·R&D (비공개) (low)
- note: 제조용 부품·소재·R&D(비공개).
- [confirms] 미디어텍 (EN, ir, published 2025-05-01) https://corp.mediatek.com/investor-relations: "제조용 부품·소재·R&D(비공개)."

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