NuAxiSemiconductor trade intelligence

RT NEWS: 🔎 As a growing ASIC force in the AI ecosystem, #MediaTek has a seat at the XPU table: CEO Rick Tsai noted memory now drives ~50% of cost, ...

What happened

MediaTek CEO Rick Tsai stated that memory now accounts for approximately 50% of system cost in AI ASICs, shaping performance and design. This highlights the growing cost pressure from high-bandwidth memory in advanced computing. Neutral: This is a commentary on industry cost trends with no immediate, specific trading action implied.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

DRAM HBM

MediaTek

cost-structureai-chip

Source and time

Source: TrendForce Official (Market Data) · 2/24/2026 · View original source

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RT NEWS: 🔎 As a growing ASIC force in the AI ecosystem, #MediaTek has a seat at the XPU table: CEO Rick Tsai noted memory now drives ~50% of cost, ...

What happened

Impact and signal

Affected components and suppliers

Source and time

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