联发科组千人军团，攻一类芯片

Core Viewpoint - Media reports indicate that MediaTek, a leading IC design company in Taiwan, has seen its stock price surge and market capitalization reach a historical high, driven by a strategic shift towards developing industrial-grade ASICs in response to the growing AI market [2][3]. Group 1: Company Performance - MediaTek's stock price experienced a significant increase in late January, reaching a market capitalization of NT$2.85 trillion, despite negative forecasts regarding smartphone shipments [2]. - The company is pivoting from mobile chip development to focus on ASICs, with a substantial number of its mobile chip R&D team being reassigned to this new initiative [4]. Group 2: Market Trends - According to Counterpoint Research, the shipment volume of AI server ASIC chips is expected to triple from 2024 to 2027, with projections of over 15 million units by 2028, potentially surpassing NVIDIA's GPU shipments [3]. - Major cloud service providers like Google, Amazon, Microsoft, and META are seeking alternatives to NVIDIA's AI chips, creating opportunities for companies like MediaTek to develop competitive ASIC solutions [3]. Group 3: Strategic Initiatives - MediaTek's Chairman, Cai Mingjie, is personally overseeing the ASIC development efforts, emphasizing the importance of not missing out on the AI market opportunities, with a revenue target of $1 billion (approximately NT$31 billion) for ASICs this year [3]. - The company is reallocating resources to meet the urgent demand for ASICs from cloud service providers, indicating a strategic shift in focus from mobile technology to ASIC development [4].