Core Insights - Major international companies are investing heavily in self-developed AI chip technology, creating new business opportunities. MediaTek is leveraging its years of R&D strength to enter the ASIC design service market, targeting high-end orders and capitalizing on AI opportunities in cloud data centers [1] Group 1: Company Developments - MediaTek's previous product focus was primarily on edge devices, with three main product lines: mobile chips, smart device platforms, and power management ICs. The company is now making significant strides into the data center AI accelerator ASIC market, marking a major step into cloud business [1] - Although MediaTek has not disclosed its AI accelerator ASIC client list, speculation about its business expansion continues. After securing its first client, the company mentioned that it is working on more complex follow-up projects, expected to contribute to revenue starting in 2028 [1] - MediaTek is actively engaging with a second large-scale data center operator to discuss new ASIC projects, expressing confidence in the rapid growth of related business in the future [1] Group 2: Market Potential - MediaTek has revised its total addressable market (TAM) estimate for data center ASICs, increasing it from $40 billion two years ago to $50 billion, in line with the upward adjustment of capital expenditure outlooks from cloud service providers [1] - The CEO of MediaTek, Cai Lixing, revealed that the company's goal is to achieve approximately 10% to 15% market share within the next two years. Analysts believe that as the data center ASIC market expands, even maintaining a stable market share will contribute to overall performance growth [2]

Group 1 - OpenAI has placed a $10 billion order for new AI self-developed chips with Broadcom, aiming to reduce reliance on Nvidia and enhance its AI server capabilities [1] - OpenAI plans to produce its own AI chips for the first time next year, with the chips designed in collaboration with Broadcom, expected to be shipped next year [1] - Foxconn (Hon Hai) has set a target for AI server-related revenue to exceed NT$1 trillion this year, benefiting from increasing ASIC server orders [1] Group 2 - OpenAI has revised its spending forecast for this year to over $8 billion, an increase of approximately $1.5 billion from previous estimates, and expects spending to exceed $17 billion next year [2] - Google is accelerating the deployment of its TPU and has reached an agreement with Fluidstack to install TPUs in its New York data center, receiving up to $3.2 billion in funding support [2] - Foxconn is the largest contract manufacturer for Nvidia's GPU servers and has secured ASIC server orders from major U.S. cloud service providers, with expectations to expand its footprint in the ASIC server market as OpenAI enters the competition [2]