MediaTek sees sales of data center related chips (AI, HPC) over US$2 billion this year, with its first AI accelerator chip set for production in the 4th quarter, media report, adding strong demand for custom ASICs will continue next year. CEO Rick Tsai said the total market for custom ASICs could hit $80 billion in 2027, and MediaTek will win 15-20% of that, up from a prior forecast of 10-15%.
-2nd custom ASIC project is a going well, a much more powerful chip than the first, and on track for production in 2028.-Board approved US$5 billion for inventory/supply chain engagement so MediaTek can “capitalize on massive AI data center opportunities.”Source: Dan Nystedt
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