Key Strategic Signals
View AllGoogle TPU v9 Switches to MediaTek, Breaking Broadcom's AI ASIC Monopoly
Google moves its TPU v9 Humufish design and integration contract from Broadcom to MediaTek, which handles I/O chip desig...
MediaTek Pivots to System-Level Integration: Targeting Google TPU and Musk AI Rack Deals
MediaTek elevates its AI strategy from chip design to system-level integration, targeting Google TPU PCBA L6 and Musk AI...
MediaTek Doubles AI ASIC Target to $2B, Challenges Broadcom in Data Center Custom Silicon
MediaTek doubles its 2026 AI ASIC revenue target to $2B, leveraging Google hyperscaler deals and the NVIDIA RTX Spark ch...
Recent Signals
View All IntelligenceMediaTek and Alibaba Cloud Deploy Tongyi Qianwen LLM on Dimensity Chips
MediaTek partners with Alibaba Cloud to deploy a small version of the Tongyi Qianwen LLM on Dimensit...
MediaTek Lands Exclusive Google TPU v9 Inference Upgrade Triggerfish with 2x SRAM
Google plans a TPU v9 inference upgrade, Triggerfish, exclusively fabbed by MediaTek. It features 2-...
MediaTek Shifts from Chip Design to System Integration for Google TPU and Musk's AI Racks
MediaTek upgrades its AI strategy from chip/ASIC design to system-level integration, targeting Googl...
MediaTek Pivots from Chip Design to System-Level Integration, Targeting Google TPU and Musk AI Racks
MediaTek elevates its AI strategy from chip design to system-level integration, targeting Google TPU...
MediaTek AI ASIC Deal with Google Reshapes Custom Silicon Landscape
MediaTek's landmark ASIC deal with Google for AI infrastructure doubles 2026 revenue target to $2B. ...
Compute Futures Market: Financializing GPU Capacity Could Reshape AI Infrastructure Procurement
Carmen Li is building a GPU pricing index and spot marketplace via Silicon Data and Compute Exchange...