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Analysts See Robust MediaTek AI ASIC Demand and Higher Data Center Revenue

MediaTek logoMediaTek
Sig2.75Sen+4.15Env0.00Soc0.00Gov0.00
Alchip Technologies logoAlchip Technologies
Sig1.55Sen+4.20Env0.00Soc0.00Gov0.00
Global Unichip Corp. logoGlobal Unichip Corp.
Sig1.90Sen+5.60Env0.00Soc0.00Gov0.00

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.

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