MediaTek Faces Uncertain Future as Memory Crisis Looms Large, Threatening SoC Shipments and Revenue

As the leading smartphone chipset manufacturer, MediaTek has consistently outperformed its competitors, including Qualcomm, Apple, and Samsung, in terms of shipment volume. However, the company’s success may be short-lived, as a recent report suggests that the ongoing DRAM shortage could significantly impact its SoC shipments.

This is particularly concerning, given that MediaTek’s upcoming Dimensity 9600 is expected to launch later this year, potentially becoming the company’s most expensive silicon to date. The use of TSMC’s 2nm process is likely to drive up production costs, making the chipset more vulnerable to market fluctuations.

According to recent figures, MediaTek’s smartphone chipsets accounted for a staggering 53% of the company’s revenue in Q3 2025. This heavy reliance on SoC shipments puts the company at risk of significant financial losses if the memory crisis persists. As the demand for smartphones continues to evolve, MediaTek must adapt to changing market conditions to remain competitive.

The memory crisis is expected to have far-reaching consequences for the entire tech industry, with chipset manufacturers like MediaTek being hit the hardest. As the situation continues to unfold, it remains to be seen how MediaTek will respond to the challenges ahead and mitigate the potential damage to its revenue and market share.

In the face of uncertainty, MediaTek must analyse its business strategy and behaviour to identify areas for improvement. By doing so, the company can better navigate the complexities of the memory crisis and emerge stronger in the long run. The colour of the company’s future may seem uncertain, but with careful planning and adaptability, MediaTek can overcome the current challenges and continue to thrive in the competitive world of smartphone chipsets.