Ticker brief

2454.TW

last close
·
1 day
·
14 days
·
mkt cap
·
signals 14d
27
authors 14d
8

No price history on file for this name (likely non-equity or unlisted) — the “since then” column below stays blank.

Sentiment — last 14 days
daily mean sentiment, 2026-06-21 → 2026-07-02 · now -0.20 (−1 bearish … +1 bullish)
Who spoke8
authorgradetrader scoresignalsmean sent
@paurooteriB-1.528+0.43
@jukan05B+1.586+0.38
@QQ_TimmyB+0.236+0.47
@mingchikuoA-4.202+0.70
@semivision_twA-0.022+0.25
@mzuhair123B+1.671+0.35
@KairosPraxisA-0.021+0.65
@anshelsagB-4.921-0.20
Recent signals27of 27 in 14d — receipts included
date (PT)authorsentwhat they saidsince thenreceipt
2026-07-02@anshelsag-0.20Questions potential impact on MediaTek as Amazon chip supplier, but context is missing.·
2026-07-01@jukan05+0.45Says MediaTek is eating Broadcom's lunch, positive for MediaTek and negative for AVGO.·
2026-07-01@jukan05+0.60Reports MediaTek likely secured Meta as a second ASIC customer beyond Google.·
2026-07-01@paurooteri+0.55Duplicate report on MediaTek ASIC customer traction with Google and likely Meta.·
2026-07-01@paurooteri+0.55Reports MediaTek has Google and likely Meta as ASIC customers and could grow TPU revenue.·
2026-06-30@paurooteri+0.15Reports Taiwan listed-company salary rankings led by MediaTek, with TSMC also high.·
2026-06-30@QQ_Timmy+0.55MediaTek Triggerfish summary says market underestimates importance and PT raised to NT$6,420.·
2026-06-29@paurooteri+0.50Macquarie reportedly raises MediaTek fair value to NT$10,000 on ASIC/TPU growth.·
2026-06-29@QQ_Timmy+0.30Foundry/OSAT market growth update highlights TSMC as main AI demand beneficiary.·
2026-06-28@QQ_Timmy+0.60Macquarie raises MediaTek target to NT$10000 and revises ASIC revenue/EPS forecasts higher.·
2026-06-28@QQ_Timmy+0.55Australian brokerage raises MediaTek target price on higher ASIC revenue and EPS forecast.·
2026-06-28@QQ_Timmy+0.40Broker raises MediaTek target on ASIC revenue outlook; says it is taking share from Broadcom.·
2026-06-28@KairosPraxis+0.65Took a small bite of Mediatek during the dip — Discloses new Mediatek buy and AI ASIC thesis tied to Google TPUv9.·
2026-06-26@semivision_tw+0.15MediaTek-sourced thesis that AI infrastructure expands from semiconductor manufacturing into space-scale data centers.·
2026-06-26@jukan05+0.25MediaTek nearly caught Qualcomm in market cap.·
2026-06-24@semivision_tw+0.35MediaTek is framed as redefining data center architecture across custom silicon to rack-level AI systems.·
2026-06-24@jukan05+0.00Says Apple benefits while questioning chip access concerns for non-Apple brands.·
2026-06-22@jukan05+0.35FundaAI report raises Google TPU volume expectations and describes MediaTek CPU role.·
2026-06-22@paurooteri+0.45Reports MediaTek customer price hike notices amid IC design cost pressure.·
2026-06-22@mzuhair123+0.35Frames MediaTek as Intel packaging and wafer customer, supporting Intel foundry pipeline thesis.·
2026-06-22@paurooteri+0.35Google and MediaTek TPU v9 roadmap may strengthen Triggerfish and sideline Broadcom Sunfish.·
2026-06-21@QQ_Timmy+0.40Realtek and MediaTek reportedly raising prices on mature-node products amid tight foundry supply.·
2026-06-21@jukan05+0.60Industry checks say MediaTek exclusively secured Google's upgraded TPU v9 order.·
2026-06-21@mingchikuo+0.70Google is developing upgraded TPU v9 Triggerfish, with MediaTek exclusively securing the higher-priced order.·
2026-06-21@mingchikuo+0.70Chinese post says MediaTek exclusively secured Google's upgraded TPU v9 Triggerfish order.·
2026-06-21@paurooteri+0.40Reports Realtek and MediaTek price hikes due to tight supply and cost increases.·
2026-06-21@paurooteri+0.45Frames MediaTek and peers as beneficiaries of optical communications and CPO opportunities.·

“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.