
Memory Crunch Threatens MediaTek’s SoC-Driven Revenue
MediaTek, whose smartphone chipsets accounted for about 53% of Q3 2025 revenue, faces a potential hit from a global memory shortage as DRAM and NAND prices surge, threatening SoC shipments even with the Dimensity 9600 on the horizon; competition from Qualcomm and Apple, plus MediaTek’s reliance on ARM-based designs, could pressure pricing and shipments through 2026 if memory constraints persist.

