Chip Designer MediaTek Says AI Demand Growth Will Continue ‘for Sure’
MediaTek said the new customer is not from China and that first AI chip shipments began last month, with revenue from the program projected at $2.5 billion this quarter.
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Chip designer MediaTek says AI demand growth will continue 'for sure ...
MediaTek gains new AI customer
Chip designer MediaTek Inc (聯發科) yesterday said it has secured a second customer for its customized artificial intelligence (AI) accelerator for data centers, while volume production of a second-generation chip for an existing customer is on track for early 2028, potentially easing market concerns a
MediaTek expands ASIC AI production: it has a second customer for custom chips, with expected volumes in 2028. The goal of ASIC 2027 revenues rises to about 16 billion dollars. Key points The second customer of AI chips tailored to MediaTek is not Chinese. The first deliveries of accelerators started in September [...]
MediaTek’s AI ASIC production adds a second chip buyer; 2027 target is $16B
MediaTek has secured a second customer for its custom AI chips, expanding its AI ASIC production pipeline with volume manufacturing targeted for 2028. The chip designer confirmed the deal during its October 30, 2026 earnings call, alongside a higher 2027 ASIC revenue target of approximately $16 billion. Key takeaways MediaTek says its second custom AI chip customer is not Chinese. Initial accelerator shipments started in September 2026 at small …
MediaTek said that the first AI accelerator has been shipped since September, and is expected to contribute 2.5 billion US dollars to revenue in the fourth quarter, and is expected to contribute about 16 billion US dollars next year. The second cloud ASIC customer is also a non-Chinese company, and is optimistic about continuing strong growth momentum in 2028, and has a positive outlook on market demand. MediaTek held an online legal conference …
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