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“MediaTek plans to hike the price of its flagship smartphone chips to be launched later this year”
@dnystedt
MediaTek hiking flagship smartphone chip prices for H2 2026 signals industry-wide mobile ASP recovery that benefits Qualcomm's Snapdragon business.
QCOMLONG@ $223.55
$149.73-33.02%
since call Jun 22
in postLONG
“price increases they've faced from foundry and packaging/testing partners”
@dnystedt
Foundry and packaging price increases flowing through to chip designers confirm TSMC's mature-node utilization recovery and rising ASPs.
TSMLONG@ $474.09
$397.14-16.23%
since call Jun 22
“Realtek is hiking prices over 10% for certain chips from July”
@dnystedt
Realtek's 10%+ price hikes and +21.87% YoY May revenue surge signal networking chip pricing power recovery that lifts Marvell.
MRVLLONG@ $322.52
$185.49-42.49%
since call Jun 22
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