联发科股价周涨逾20% 有望创2002年来最佳单周表现 与谷歌合作重塑增长前景

Core Viewpoint - Media reports indicate that MediaTek's stock is poised for its best week since 2002, driven by advancements in artificial intelligence technology and support from its client Google, which is reshaping the company's future growth prospects [1] Company Summary - MediaTek's stock price has surged over 20% this week in the Taipei stock market, fueled by investor enthusiasm for Google's newly launched Gemini model and AI chip transactions [1] - The company has partnered with Alphabet's Google to co-design tensor processing units, which is seen as a potential competitor to NVIDIA's chips in the AI application space [1] - Despite being a prominent smartphone chip manufacturer, MediaTek faces challenges due to intense market competition and high R&D costs, leading to uncertain demand for its end products and pressure on profits [1] - Year-to-date, MediaTek's stock has declined by approximately 2%, despite the recent boost from AI-related news [1] Industry Summary - Analysts from Morgan Stanley, Charlie Chan and Daniel Yen, suggest that while the business environment will remain challenging next year, the growth potential of Google's TPU should offset the negative impact from the smartphone business in the long run [1] - The upgrade of MediaTek's stock rating from "hold" to "buy" reflects a positive outlook on the company's future prospects in the AI sector [1]