MediaTek remains in the hunt for an AI accelerator chip deal with Meta, despite its announcement with Broadcom for one, media report, noting Meta’s work with Arm and Qualcomm focus on CPUs, not AI accelerators.
-Google is MediaTek’s 1st big custom ASIC client, with Zebrafish and Humufish confirmed, and v9 Triggerfish orders expected.-Google is the most aggressive ASIC firm in the supply chain now-Qualcomm appears to have Meta, Microsoft and ByteDance chip deals-MediaTek is focused on its custom ASIC business, which is expected to hit US$10 billion revenue $Meta Platforms(META.US) $Alphabet(GOOGL.US) $Broadcom(AVGO.US) $Qualcomm(QCOM.US) #semiconductorsSource: Dan Nystedt
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