Analysts See Robust MediaTek AI ASIC Demand and Higher Data Center Revenue
Analysts project a winner-take-all shift in AI ASICs and maintain a positive outlook on MediaTek. AI ASIC demand is expected to stay robust through 2027, with next-generation products scaling up and rising in price. Data center ASIC revenue is revised upward to more than NT$380 billion, projected to drive over 30% of revenue contribution.