NuAxiSemiconductor trade intelligence

[News] MediaTek CEO Flags Memory as One of XPU Bottlenecks, Now Making Up 50% of Costs

What happened

MediaTek CEO stated memory now accounts for ~50% of XPU BOM cost, identifying it as a key design constraint. The industry is exploring new architectures like compute-in-memory and near-memory computing to address this, with SK hynix and Samsung advancing related developments. Neutral: This is a structural market commentary on long-term cost and technology trends, not a signal for immediate price action.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

HBMDDR DRAMSRAM

MediaTekSK hynix Samsung Electronics

AImemorycost-structurepackaging

Source and time

Source: TrendForce · 2/24/2026 · View original source

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[News] MediaTek CEO Flags Memory as One of XPU Bottlenecks, Now Making Up 50% of Costs

What happened

Impact and signal

Affected components and suppliers

Source and time

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