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MediaTek pins second ASIC project and customer to 2028
What happened
MediaTek's latest earnings call focused heavily on its data-center ASIC business, as CEO Rick Tsai and CFO David Ku addressed market rumors about delays to its second AI accelerator ASIC project, EMIB packaging yields, and the identity of its second customer. The company said its major customer's second-generation project remains on track for mass production in the first quarter of 2028, while the second customer will also begin contributing revenue in 2028. The event remains in planned status, with mass production and revenue contribution not yet realized.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
AI accelerator ASICdata-center ASIC
MediaTek
MediaTekdata-center ASICAI accelerator ASICEMIB packaging2028 mass productionearnings call
Source and time
Source: DigiTimes Asia · 11/1/2026 · View original source
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