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RT NEWS: #MediaTek says its second #ASIC customer is non-China with revenue from 2028, but names no one. UBS guesses Tesla or SpaceX/xAI, Aletheia say...
What happened
MediaTek says its second ASIC customer is a non-China customer, with revenue from that customer beginning in 2028, but the company names no one. MediaTek itself only disclosed the facts 'non-China' and 'revenue from 2028'. Investment bank guesses are all speculation: UBS guesses Tesla or SpaceX/xAI, Aletheia says Meta, and Morgan Stanley models an unnamed US cloud giant. The source does not state the cause behind these judgments, and none of the customer-identity guesses is confirmed by MediaTek.
Impact and signal
Medium impactImpact score: 45/100
Affected components and suppliers
ASIC
MediaTek
ASICcustom_chipcustomer_speculationUBSAletheiaMorgan Stanley
Source and time
Source: TrendForce Official (Market Data) · 11/1/2026 · View original source
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