MediaTek AI Accelerator Revenue Seen at $2.5 Billion in Q4; 2027 Target Held at $16 Billion
Taiwanese chipmaker MediaTek said on November 7 that revenue from its first-generation AI accelerator is projected to reach $2.5 billion in the fourth quarter, up from a previous estimate of $2.0 billion. The company maintained its 2027 revenue target of $16.0 billion for its custom ASIC business.
Chief executive Rick Tsai said there is a transitional period in AI investment, with capital expenditure outpacing immediate cash flow recovery, but the company kept its 2027 target. The first-generation accelerator uses advanced packaging such as TSMC's CoWoS and Intel's EMIB-T to meet customer demands, and second-generation ASIC production is scheduled for mass production in the first quarter of 2028.
MediaTek's first-generation AI accelerator has begun contributing revenue, and the company said second-generation products will follow. The update comes in a week of sharp swings in AI hardware stocks: the Philadelphia Semiconductor Index fell 12.25 percent on Thursday, November 5, before rebounding on Friday, November 6.
Source: MediaTek
Published by GSM · USA (original Chinese edition)
Photo: 图：美国联邦储备委员会大楼（资料图）。The Federal Reserve Board building. (file photo)
Scientific Reports Paper of November 6: A Survey of 996 U.S. Adults Finds Self-Selection Bias Impedes Electric Vehicle Adoption, From Purdue and Rice Teams2026-11-08
Nature Communications Paper of November 6: Two Types of Salmonella Serovars Use Opposing Pre-Invasion Strategies to Sense and Invade Human Intestinal Epithelium, From McKenna, Geier and Monack2026-11-08