<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發佈AI代理新能力，GPT-5.5 Instant兩天內全量推出，AI主線再次共振爆發，誰是這波行情的最大贏家？

Anthropic發佈AI代理新能力，GPT-5.5 Instant兩天內全量推出，AI主線再次共振爆發，誰是這波行情的最大贏家？

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聯發科

聯發科預計，由於對人工智慧（AI）加速器的強勁需求，將抵消智慧型手機晶片的疲弱，2023 年營收將增長中高個位數百分比。該公司預計其首個 AI ASIC 項目將在第四季度為美國超級計算機貢獻 20 億美元，這是之前預估的兩倍。儘管智慧型手機出貨量預計將因記憶體晶片供應緊張和價格上漲而下降約 15%，但數據中心需求激增。

AI demand to lift MediaTek revenue