MediaTek confirms a second data-center AI ASIC customer, says it is not Chinese

Sat, Oct 31 00:00 UTC+8Updated Sat, Oct 31 07:35 UTC+8

On its Oct 30 third-quarter earnings call, MediaTek said it has won a second customer for its custom data-center AI accelerators. It did not name the customer but said it is not Chinese, after speculation about ByteDance; production and first revenue are expected in 2028. CEO Rick Tsai said the second-generation chip for its existing customer is on track for volume production in Q1 2028.

Why it matters

MediaTek's custom AI chip business grows from one customer to two; the company is aiming for the high end of a roughly $16 billion revenue range for it in 2027.

Sources2

Taipei TimesMediaSat, Oct 31 00:00 UTC+8MediaTek gains new AI customerView original · Sat, Oct 31 00:00 UTC+8
ITHomeMediaSat, Oct 31 07:35 UTC+8不是字节跳动：联发科拿下第二家 AI 芯片大客户，2028 年量产Original Chinese title · View original · Sat, Oct 31 07:35 UTC+8

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