<div id="readability-page-1"><div> <h2> UPBEAT: The chip designer expects its first AI ASIC project for a US hyperscaler to contribute US$2 billion in the fourth quarter, double its previous estimate </h2> MediaTek Inc (聯發科), the world’s largest mobile phone chip supplier, yesterday projected that revenue this year would grow by a mid-to-high-single-digit percentage, as robust demand for artificial intelligence (AI) accelerators would compensate for weakness in smartphone chips.The Hsinchu-based chip designer said the mobile chip segment is facing strong headwinds this year, with global smartphone shipments forecast to fall about 15 percent annually due to a memorychip supply crunch and rising prices.On the data center front, MediaTek said that with demand surging, it has significantly raised its revenue forecast for the global AI accelerator market to between US$70 billion and US$80 billion next year. That is a dramatic step-up from its previous estimate of between US$60 billion and US$70 billion by 2028.MediaTek has set a target of capturing 10 to 15 percent of that addressable market. “Everybody can see that the demand for data center infrastructure, data center computing power just continues to grow and, if anything, continues to accelerate,” MediaTeck CEO Rick Tsai (蔡力行) told a virtual investor conference.The company projects that its first AI application-specific IC (ASIC) project for a US hyperscaler would contribute US$2 billion in revenue in the fourth quarter of this year, doubling from its estimate of US$1 billion three months ago, and increase further next year. Mediatek did not disclose the customer’s name, but reports said the company is designing a tensor process unit — an AI ASIC — for Google. The design for another AI accelerator ASIC project is also under way, Tsai said. Mass production of the second AI chip, which is more powerful and bigger than the first one, is targeted to start by the end of next year, Tsai said. MediaTek is also engaged in several new data center ASIC projects, some of which are in the final stages of discussion, he said.For this quarter, MediaTek expects revenue to be flat or slide 6 percent to NT$140.2 billion or NT$149.2 billion (US$4.43 billion and US$4.71 billion) from NT$149.15 billion last quarter, dragged by sagging smartphone chip demand. On an annual basis, revenue would drop by 1 to 17 percent, it said.MediaTek expects its smartphone chip business to improve in the second half of this year, as it has secured several design-ins for its flagship chips. The company’s first 2-nanometer smartphone chip produced by Taiwan Semiconductor Manufacturing Co (台積電) is to hit the market in the third quarter.Smartphone chips accounted for 49 percent of the company’s total revenue last quarter. Chips used in smart edge devices, such as WiFi chips, networking and automotive chips, made up 46 percent.Gross margin this quarter is expected to be between 44.5 percent and 47.5 percent, versus 46.3 percent last quarter, MediaTek said. For the full year, gross margin is to hold steady at that range, it said.MediaTek reported a net profit of NT$24.15 billion last quarter, down 17.6 percent from NT$29.33 billion a year earlier, but up 5.4 percent from NT$22.93 billion a quarter earlier.Earnings per share dropped to NT$15.17 last quarter from NT$18.43 in the previous year, but increased sequentially from NT$14.39. </div></div>

Anthropic发布AI代理新能力，GPT-5.5 Instant两天内全量推出，AI主线再次共振爆发，谁是这波行情的最大赢家？

Anthropic发布AI代理新能力，GPT-5.5 Instant两天内全量推出，AI主线再次共振爆发，谁是这波行情的最大赢家？

AI主线风云再起！Anthropic+OpenAI军备赛加速

联发科

联发科预计，由于对人工智慧（AI）加速器的强劲需求，将抵消智慧型手机晶片的疲弱，2023 年营收将增长中高个位数百分比。该公司预计其首个 AI ASIC 项目将在第四季度为美国超级计算机贡献 20 亿美元，这是之前预估的两倍。尽管智慧型手机出货量预计将因记忆体晶片供应紧张和价格上涨而下降约 15%，但数据中心需求激增。

AI demand to lift MediaTek revenue