The memory supply crisis—spurred at least in part by the AI industry's endless appetite for DRAM and SSDs—has made consumer prices look extremely gloomy. Still, fabless semiconductor company MediaTek is "cautiously optimistic" that things might start to look a little more optimistic for discrete memory pricing come the second half of 2026.
To be clear, MediaTek as a company isn't exactly hurting in this landscape. According to Counterpoint Research, the company saw a 15% year on year growth in 2025 alone. Strong performance from the company's mobile flagship products (such as its 5G SoC) resulted in record revenue of $19.1 billion by the end of the year. Still, there are challenges, as corporate SVP and Head of Global Sales Eric Fischer recently told Counterpoint Research.
"From a capacity perspective, we're getting everything we need," Fischer says, "From the pricing perspective, [that's] a little bit more challenging—that tends to, most...
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