云端特殊应用IC(ASIC)

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联发科蔡明介看好云端 ASIC 市场,携手英伟达拓展 AI 领域
Jing Ji Ri Bao· 2025-05-29 23:37
Group 1 - The core viewpoint of the articles emphasizes that MediaTek sees significant growth opportunities in the cloud data center market, particularly through its ASIC business from 2026 to 2028, with expectations of it becoming a key growth engine [1][2] - MediaTek's Chairman, Cai Mingjie, highlighted that the global cloud ASIC market could exceed $40 billion by 2028, indicating a strong potential for growth in this sector [1] - The company has shifted its focus from consumer and mobile devices to cloud applications, leveraging its accumulated design capabilities and intellectual property to capitalize on emerging opportunities in data centers [1] Group 2 - MediaTek's CEO, Cai Lixing, discussed the company's strategy in the customized chip sector, emphasizing its advanced design capabilities and collaboration with supply chains to target the rapidly growing AI data center market [2] - The introduction of NVLink Fusion by NVIDIA allows customized chips to connect with NVIDIA's GPUs, and MediaTek is among the first companies to adopt this technology, enhancing its AI infrastructure offerings [2] - MediaTek aims to provide differentiated ASIC chip designs that integrate with NVIDIA's NVLink Fusion, promising lower total ownership costs and faster market delivery for clients [2]