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Mediatek says it is on track to generate $1b in revenue from its data center ai accelerator asic chips in 2026, after reporting q3 revenue up 7.8% yoy to $4.64b — taiwan's top chip design company, mediatek (2454.tw), expects to earn revenue of billions of dollars from its ai accelerator asic chips by 2027 … Mediatek has also engaged in more csp projects, and management is positive on ai asic growth in 2027f. Mediatek says it is on track to generate $1b in revenue from its data center ai accelerator asic chips in 2026, after reporting q3 revenue up 7.8% yoy to $4.64b

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Q3 revenue rose 7.8% yoy (16.2% in usd terms), but declined 5.5% qoq due to fx and seasonality. Amazon, google, meta, and microsoft are spending record amounts on ai infrastructure. 𝗠𝗲𝗱𝗶𝗮𝗧𝗲𝗸 𝗤𝟯 𝟮𝟬𝟮𝟱 𝗲𝗮𝗿𝗻𝗶𝗻𝗴 𝗵𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁 𝗠𝗲𝗱𝗶𝗮𝗧𝗲𝗸’𝘀 revenues increased by 16% YoY.